Parkwoods Wealth Partners, LLC
Top Portfolio Positions
49 positions ·
$24,082,139 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
5,221 | $1,932,657 | 8.03% | |
| LLY |
ELI LILLY & Co
Healthcare
|
1,924 | $1,769,637 | 7.35% | |
| AAPL |
Apple Inc.
Technology
|
4,372 | $1,109,569 | 4.61% | |
| GE |
General Electric Co
Industrials
|
3,893 | $1,104,716 | 4.59% | |
| NVDA |
Nvidia Corp
Technology
|
6,271 | $1,093,661 | 4.54% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
3,555 | $1,045,738 | 4.34% | |
| GEV |
GE Vernova Inc.
Industrials
|
969 | $845,840 | 3.51% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
4,018 | $836,828 | 3.47% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
1,562 | $748,510 | 3.11% | |
| CET |
Central Securities Corp
Financial Services
|
13,678 | $679,249 | 2.82% |
Portfolio Trend
7 quarters · across all stocks
Holdings in CET
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $679,249 | 13,678 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $693,611 | 13,678 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $702,638 | 13,678 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $654,629 | 13,678 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $614,962 | 13,678 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $624,947 | 13,678 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $626,999 | 13,678 | Shares | Sole | 2024-11-07 | |
| No 13F history on record for this holder in this stock. | ||||||