ADE, LLC
Top Portfolio Positions
40 positions ·
$26,613,689 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
13,073 | $3,317,796 | 12.47% |
| MSFT |
Microsoft Corp
Technology
|
6,579 | $2,435,348 | 9.15% |
| PHYS |
Sprott Physical Gold Trust
|
52,213 | $1,850,428 | 6.95% |
| XOM |
Exxon Mobil Corp
Energy
|
9,031 | $1,532,199 | 5.76% |
| EMR |
Emerson Electric Co
Industrials
|
7,460 | $977,409 | 3.67% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
2,620 | $973,985 | 3.66% |
| AMGN |
Amgen Inc
Healthcare
|
2,551 | $897,569 | 3.37% |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
6,065 | $876,028 | 3.29% |
| PSLV |
Sprott Physical Silver Trust
|
35,184 | $858,137 | 3.22% |
| CAT |
Caterpillar Inc
Industrials
|
1,090 | $772,221 | 2.90% |
Portfolio Trend
Holdings in BITW
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $282,139 | 6,325 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $371,657 | 6,325 | Shares | Sole | 2026-02-10 | |
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