Approach Retirement Advisors, LLC
PensionTop Portfolio Positions
21 positions ·
$24,265,379 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AFL |
Aflac Inc
Financial Services
|
106,635 | $11,698,925 | 48.21% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
4,763 | $2,282,429 | 9.41% | |
| XOM |
Exxon Mobil Corp
Energy
|
8,891 | $1,508,447 | 6.22% | |
| SPY |
Spdr S&P 500 ETF Trust
|
2,032 | $1,321,490 | 5.45% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
5,366 | $775,065 | 3.19% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
1,800 | $608,310 | 2.51% | |
| IBM |
International Business Machines Corp
Technology
|
2,497 | $605,247 | 2.49% | |
| SO |
Southern Co
Utilities
|
5,851 | $564,738 | 2.33% | |
| KO |
Coca Cola Co
Consumer Defensive
|
7,189 | $546,723 | 2.25% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
888 | $512,535 | 2.11% |
Portfolio Trend
2 quarters · across all stocks
Holdings in CET
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $246,661 | 4,967 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $251,876 | 4,967 | Shares | Sole | 2026-01-29 | |
| No 13F history on record for this holder in this stock. | ||||||