Inspire Advisors, LLC
Top Portfolio Positions
451 positions ·
$377,978,570 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SGOL |
abrdn Gold ETF Trust
|
300,479 | $13,407,372 | 3.55% | |
| AAPL |
Apple Inc.
Technology
|
22,936 | $5,820,927 | 1.54% | |
| CAT |
Caterpillar Inc
Industrials
|
7,781 | $5,512,527 | 1.46% | |
| XOM |
Exxon Mobil Corp
Energy
|
29,836 | $5,061,975 | 1.34% | |
| NVDA |
Nvidia Corp
Technology
|
24,080 | $4,199,552 | 1.11% | |
| ADM |
Archer-Daniels-Midland Co
Consumer Defensive
|
56,491 | $4,106,330 | 1.09% | |
| UPS |
United Parcel Service Inc
Industrials
|
41,581 | $4,090,738 | 1.08% | |
| STNG |
Scorpio Tankers Inc.
Energy
|
50,180 | $3,746,438 | 0.99% | |
| QCOM |
Qualcomm Inc/De
Technology
|
28,336 | $3,649,110 | 0.97% | |
| BG |
Bunge Global SA
Consumer Defensive
|
27,978 | $3,558,801 | 0.94% |
Portfolio Trend
22 quarters · across all stocks
Holdings in AVAL
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $144,729 | 32,893 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $168,083 | 41,502 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $154,116 | 46,702 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $128,653 | 45,784 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $168,555 | 61,742 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $160,879 | 79,251 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $141,683 | 69,795 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $144,989 | 66,509 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $154,903 | 67,058 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $146,485 | 60,282 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $101,649 | 42,004 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $95,563 | 41,191 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $70,497 | 30,127 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $56,548 | 22,351 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $41,970 | 17,061 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $39,071 | 11,006 | Shares | Defined | 2022-08-10 | |
| 2020-12-31 | $24,011 | 3,490 | Shares | Sole | 2021-02-12 | |
| No 13F history on record for this holder in this stock. | ||||||