marrick wealth, LLC
Top Portfolio Positions
19 positions ·
$8,560,439 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
6,622 | $1,680,597 | 19.63% | |
| NVDA |
Nvidia Corp
Technology
|
5,633 | $982,395 | 11.48% | |
| MSFT |
Microsoft Corp
Technology
|
2,591 | $959,110 | 11.20% | |
| TCBK |
Trico Bancshares /
Financial Services
|
16,414 | $780,321 | 9.12% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,768 | $508,406 | 5.94% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
2,233 | $465,066 | 5.43% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
859 | $411,632 | 4.81% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
837 | $311,154 | 3.63% | |
| META |
Meta Platforms, Inc.
Communication Services
|
539 | $308,378 | 3.60% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
488 | $300,978 | 3.52% |
Portfolio Trend
2 quarters · across all stocks
Holdings in BCML
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $297,300 | 10,000 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $294,000 | 10,000 | Shares | Sole | 2026-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||