Code Waechter LLC
Top Portfolio Positions
81 positions ·
$48,014,576 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
8,667 | $2,199,597 | 4.58% | |
| MSFT |
Microsoft Corp
Technology
|
5,147 | $1,905,264 | 3.97% | |
| NVDA |
Nvidia Corp
Technology
|
9,776 | $1,704,934 | 3.55% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
2,776 | $1,602,251 | 3.34% | |
| TTE |
TotalEnergies SE
Energy
|
13,685 | $1,245,061 | 2.59% | |
| AVGO |
Broadcom Inc.
Technology
|
3,846 | $1,190,375 | 2.48% | |
| BTI |
British American Tobacco p.l.c.
Consumer Defensive
|
20,180 | $1,179,924 | 2.46% | |
| ABBV |
AbbVie Inc.
Healthcare
|
5,139 | $1,117,681 | 2.33% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
3,714 | $1,067,997 | 2.22% | |
| XOM |
Exxon Mobil Corp
Energy
|
6,168 | $1,046,462 | 2.18% |
Portfolio Trend
7 quarters · across all stocks
Holdings in ATCH
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,990 | 10,000 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,510 | 10,000 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $5,100 | 10,000 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,920 | 10,000 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $6,670 | 10,000 | Shares | Sole | 2025-04-30 | |
| No 13F history on record for this holder in this stock. | ||||||