Expressive Wealth LLC
Top Portfolio Positions
107 positions ·
$66,857,804 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
12,238 | $5,265,889 | 7.88% | |
| NVDA |
Nvidia Corp
Technology
|
13,847 | $2,414,916 | 3.61% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
3,831 | $2,362,807 | 3.53% | |
| MSFT |
Microsoft Corp
Technology
|
5,064 | $1,874,540 | 2.80% | |
| SPY |
Spdr S&P 500 ETF Trust
|
2,716 | $1,766,323 | 2.64% | |
| AAPL |
Apple Inc.
Technology
|
6,469 | $1,641,767 | 2.46% | |
| AVGO |
Broadcom Inc.
Technology
|
5,212 | $1,613,166 | 2.41% | |
| POWL |
Powell Industries Inc
Industrials
|
2,751 | $1,488,511 | 2.23% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
4,636 | $1,333,128 | 1.99% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
6,075 | $1,265,240 | 1.89% |
Portfolio Trend
2 quarters · across all stocks
Holdings in EFSI
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $400,136 | 11,439 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $469,600 | 11,799 | Shares | Sole | 2026-02-09 | |
| No 13F history on record for this holder in this stock. | ||||||