Infinity Wealth Counsel, LLC
Top Portfolio Positions
12 positions ·
$8,562,260 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
4,180 | $2,412,612 | 28.18% |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
8,327 | $1,202,751 | 14.05% |
| CVX |
Chevron Corp
Energy
|
5,497 | $1,137,329 | 13.28% |
| SPY |
Spdr S&P 500 Etf Trust
|
1,575 | $1,024,285 | 11.96% |
| AAPL |
Apple Inc.
Technology
|
2,881 | $731,168 | 8.54% |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,361 | $391,369 | 4.57% |
| AVGO |
Broadcom Inc.
Technology
|
1,242 | $384,411 | 4.49% |
| MSFT |
Microsoft Corp
Technology
|
924 | $342,037 | 3.99% |
| NVDA |
Nvidia Corp
Technology
|
1,888 | $329,267 | 3.85% |
| DUK |
Duke Energy CORP
Utilities
|
1,877 | $245,774 | 2.87% |
Holdings in CLF
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $154,237 | 18,253 | Shares | Sole | 2026-04-08 | |
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