FSA Investment Group, LLC
Top Portfolio Positions
18 positions ·
$12,491,469 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BAR |
GraniteShares Gold Trust
|
92,609 | $4,272,053 | 34.20% | |
| NVDA |
Nvidia Corp
Technology
|
6,175 | $1,076,920 | 8.62% | |
| AAPL |
Apple Inc.
Technology
|
4,233 | $1,074,293 | 8.60% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
6,415 | $797,256 | 6.38% | |
| AVGO |
Broadcom Inc.
Technology
|
2,455 | $759,847 | 6.08% | |
| XOM |
Exxon Mobil Corp
Energy
|
3,750 | $636,225 | 5.09% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
2,390 | $497,765 | 3.98% | |
| NAN |
Nuveen New York Quality Municipal Income Fund
Financial Services
|
35,000 | $390,250 | 3.12% | |
| MSFT |
Microsoft Corp
Technology
|
1,037 | $383,866 | 3.07% | |
| LLY |
ELI LILLY & Co
Healthcare
|
400 | $367,908 | 2.95% |
Portfolio Trend
6 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 | $4,272,053 | 92,609 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,481,585 | 58,404 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $2,200,400 | 57,814 | Shares | Sole | 2025-10-30 | |
| No 13F history on record for this holder in this stock. | ||||||