GWM Advisors LLC
CIK
0001633516
City
Baton Rouge
State / Country
LA
Top Portfolio Positions
2,211 positions ·
$14,419,473,015 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
3,432,296 | $933,103,990 | 6.47% |
| MSFT |
Microsoft Corp
Technology
|
1,512,385 | $731,419,633 | 5.07% |
| NVDA |
Nvidia Corp
Technology
|
3,324,432 | $620,006,568 | 4.30% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
2,050,555 | $473,309,105 | 3.28% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
1,458,300 | $469,893,426 | 3.26% |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,415,812 | $443,149,156 | 3.07% |
| SPY |
Spdr S&P 500 Etf Trust
|
604,011 | $411,887,181 | 2.86% |
| QQQ |
Invesco Qqq Trust, Series 1
|
651,166 | $400,017,785 | 2.77% |
| AVGO |
Broadcom Inc.
Technology
|
1,127,132 | $390,100,385 | 2.71% |
| WMT |
Walmart Inc.
Consumer Defensive
|
2,937,658 | $327,284,477 | 2.27% |
Portfolio Trend
Holdings in BGH
Export CSVShares Held
Position Value (USD)
17 of 17 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $1,022,916 | 68,149 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,050,414 | 67,944 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $677,030 | 43,963 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $675,304 | 44,663 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $720,476 | 46,663 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $731,114 | 48,163 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $726,300 | 50,263 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $661,789 | 46,279 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $710,371 | 52,855 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $596,112 | 46,938 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $789,741 | 60,563 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $766,956 | 59,454 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $794,338 | 62,645 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $764,226 | 62,539 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $788,913 | 60,639 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $925,954 | 59,739 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,129,510 | 65,139 | Shares | Sole | 2022-02-17 | |
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