INVESTED ADVISORS
CIK
2090165
City
STATE COLLEGE
State / Country
PA
Top Portfolio Positions
78 positions ·
$38,480,111 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
12,856 | $3,262,724 | 8.48% | |
| MSFT |
Microsoft Corp
Technology
|
5,414 | $2,004,100 | 5.21% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
6,047 | $1,738,875 | 4.52% | |
| JNJ |
Johnson & Johnson
Healthcare
|
6,779 | $1,657,058 | 4.31% | |
| NVDA |
Nvidia Corp
Technology
|
7,740 | $1,349,856 | 3.51% | |
| AVGO |
Broadcom Inc.
Technology
|
3,972 | $1,229,373 | 3.19% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
3,200 | $941,312 | 2.45% | |
| LLY |
ELI LILLY & Co
Healthcare
|
891 | $819,515 | 2.13% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
3,853 | $802,464 | 2.09% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
9,782 | $758,985 | 1.97% |
Portfolio Trend
3 quarters · across all stocks
Holdings in AWF
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $629,411 | 61,889 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $654,238 | 61,201 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $603,961 | 53,877 | Shares | Sole | 2025-10-23 | |
| No 13F history on record for this holder in this stock. | ||||||