OneDigital Investment Advisors LLC
Top Portfolio Positions
773 positions ·
$2,000,276,159 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
610,187 | $154,859,358 | 7.74% | |
| NVDA |
Nvidia Corp
Technology
|
567,743 | $99,014,379 | 4.95% | |
| MSFT |
Microsoft Corp
Technology
|
238,840 | $88,411,402 | 4.42% | |
| IAU |
Ishares Gold Trust
|
843,846 | $74,393,463 | 3.72% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
339,349 | $70,676,216 | 3.53% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
214,794 | $61,766,162 | 3.09% | |
| SPY |
Spdr S&P 500 ETF Trust
|
62,933 | $40,927,847 | 2.05% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
56,269 | $32,477,341 | 1.62% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
108,507 | $31,918,419 | 1.60% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
73,667 | $24,895,762 | 1.24% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BBBY
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $156,052 | 33,632 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $129,434 | 23,706 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $221,772 | 22,653 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $192,412 | 27,967 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $108,924 | 18,780 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $85,284 | 17,299 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $115,768 | 11,485 | Shares | Sole | 2024-11-06 | |
| 2022-03-31 | $10,892,475 | 247,500 | Call | Sole | 2022-05-05 | |
| 2021-12-31 | $14,604,975 | 247,500 | Call | Sole | 2022-02-23 | |
| 2021-12-31 | $73,644 | 1,248 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $19,285,200 | 247,500 | Call | Sole | 2021-11-05 | |
| 2021-09-30 | $97,244 | 1,248 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $119,491 | 1,296 | Shares | Sole | 2021-08-09 | |
| 2021-06-30 | $22,819,500 | 247,500 | Call | Sole | 2021-08-09 | |
| 2021-03-31 | $233,500 | 3,524 | Shares | Sole | 2021-05-10 | |
| 2021-03-31 | $16,399,350 | 247,500 | Call | Sole | 2021-05-10 | |
| 2020-12-31 | $212,123 | 4,422 | Shares | Sole | 2021-02-08 | |
| 2020-12-31 | $11,872,575 | 247,500 | Call | Sole | 2021-02-08 | |
| 2020-09-30 | $18,009,935 | 247,900 | Call | Sole | 2020-10-09 | |
| 2020-09-30 | $336,078 | 4,626 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $168,760 | 5,936 | Shares | Sole | 2020-08-14 | |
| 2020-06-30 | $7,036,425 | 247,500 | Call | Sole | 2020-08-14 | |
| 2020-03-31 | $1,235,025 | 247,500 | Call | Sole | 2020-05-14 | |
| 2020-03-31 | $6,167 | 1,236 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||