Vision Retirement, LLC
PensionTop Portfolio Positions
426 positions ·
$249,096,093 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
86,038 | $49,659,412 | 19.94% | |
| AAPL |
Apple Inc.
Technology
|
134,763 | $34,201,501 | 13.73% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
101,640 | $21,168,562 | 8.50% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
32,509 | $15,057,843 | 6.04% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
12,702 | $12,656,653 | 5.08% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
33,010 | $12,271,467 | 4.93% | |
| V |
Visa Inc.
Financial Services
|
25,308 | $7,649,089 | 3.07% | |
| NVDA |
Nvidia Corp
Technology
|
41,194 | $7,184,233 | 2.88% | |
| AVGO |
Broadcom Inc.
Technology
|
18,737 | $5,799,288 | 2.33% | |
| SPY |
Spdr S&P 500 ETF Trust
|
8,743 | $5,685,922 | 2.28% |
Portfolio Trend
2 quarters · across all stocks
Holdings in CTO
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,547 | 300 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $5,523 | 300 | Shares | Sole | 2026-05-07 | |
| No 13F history on record for this holder in this stock. | ||||||