Wealth Management Nebraska
Top Portfolio Positions
41 positions ·
$31,536,594 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
9,266 | $4,440,267 | 14.08% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
21,134 | $3,494,295 | 11.08% | |
| AAPL |
Apple Inc.
Technology
|
8,185 | $2,077,271 | 6.59% | |
| MSFT |
Microsoft Corp
Technology
|
5,311 | $1,965,972 | 6.23% | |
| NVDA |
Nvidia Corp
Technology
|
9,112 | $1,589,132 | 5.04% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
12,293 | $1,527,774 | 4.84% | |
| SPY |
Spdr S&P 500 ETF Trust
|
2,089 | $1,358,560 | 4.31% | |
| TXN |
Texas Instruments Inc
Technology
|
6,773 | $1,314,910 | 4.17% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
4,549 | $947,420 | 3.00% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
1,606 | $926,951 | 2.94% |
Portfolio Trend
6 quarters · across all stocks
Holdings in CRF
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $150,863 | 21,707 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $164,573 | 20,546 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $165,270 | 20,556 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $157,929 | 20,378 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $135,455 | 19,243 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $161,097 | 18,909 | Shares | Sole | 2025-02-03 | |
| No 13F history on record for this holder in this stock. | ||||||