Inspire Advisors, LLC
Top Portfolio Positions
452 positions ·
$378,319,695 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SGOL |
abrdn Gold ETF Trust
|
300,479 | $13,407,372 | 3.54% | |
| AAPL |
Apple Inc.
Technology
|
22,936 | $5,820,927 | 1.54% | |
| CAT |
Caterpillar Inc
Industrials
|
7,781 | $5,512,527 | 1.46% | |
| XOM |
Exxon Mobil Corp
Energy
|
29,836 | $5,061,975 | 1.34% | |
| NVDA |
Nvidia Corp
Technology
|
24,080 | $4,199,552 | 1.11% | |
| ADM |
Archer-Daniels-Midland Co
Consumer Defensive
|
56,491 | $4,106,330 | 1.09% | |
| UPS |
United Parcel Service Inc
Industrials
|
41,581 | $4,090,738 | 1.08% | |
| STNG |
Scorpio Tankers Inc.
Energy
|
50,180 | $3,746,438 | 0.99% | |
| QCOM |
Qualcomm Inc/De
Technology
|
28,336 | $3,649,110 | 0.96% | |
| BG |
Bunge Global SA
Consumer Defensive
|
27,978 | $3,558,801 | 0.94% |
Portfolio Trend
22 quarters · across all stocks
Holdings in BKU
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,748,798 | 60,868 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,480,337 | 78,087 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,989,607 | 78,344 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,926,814 | 82,237 | Shares | Sole | 2025-08-11 | |
| 2020-12-31 | $207,080 | 5,954 | Shares | Sole | 2021-02-12 | |
| No 13F history on record for this holder in this stock. | ||||||