Portfolio Strategies, Inc.
Top Portfolio Positions
37 positions ·
$71,659,659 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
92,546 | $53,415,700 | 74.54% | |
| AAPL |
Apple Inc.
Technology
|
14,151 | $3,591,382 | 5.01% | |
| MSFT |
Microsoft Corp
Technology
|
5,024 | $1,859,734 | 2.60% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
5,866 | $1,221,711 | 1.70% | |
| SLV |
iShares Silver Trust
|
16,236 | $1,106,321 | 1.54% | |
| GLD |
Spdr Gold Trust
|
1,544 | $664,367 | 0.93% | |
| LIN |
Linde PLC
Basic Materials
|
1,273 | $631,102 | 0.88% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
1,275 | $610,980 | 0.85% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,952 | $561,317 | 0.78% | |
| XOM |
Exxon Mobil Corp
Energy
|
3,257 | $552,582 | 0.77% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BAR
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $513,103 | 11,123 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $472,616 | 11,123 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $430,572 | 11,313 | Shares | Sole | 2025-10-29 | |
| No 13F history on record for this holder in this stock. | ||||||