Cauble & Harre Wealth Management, Inc.
Top Portfolio Positions
38 positions ·
$38,066,653 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
110,073 | $9,704,035 | 25.49% |
| PHYS |
Sprott Physical Gold Trust
|
141,721 | $5,022,592 | 13.19% |
| MSFT |
Microsoft Corp
Technology
|
5,417 | $2,005,210 | 5.27% |
| FPI |
Farmland Partners Inc.
Real Estate
|
169,599 | $1,904,596 | 5.00% |
| SGOL |
abrdn Gold ETF Trust
|
41,747 | $1,862,751 | 4.89% |
| NVDA |
Nvidia Corp
Technology
|
7,790 | $1,358,576 | 3.57% |
| ACN |
Accenture plc
Technology
|
5,420 | $1,074,731 | 2.82% |
| ADBE |
Adobe Inc.
Technology
|
4,381 | $1,064,933 | 2.80% |
| DOX |
Amdocs Ltd
Technology
|
16,279 | $1,062,367 | 2.79% |
| GLD |
Spdr Gold Trust
|
2,468 | $1,061,955 | 2.79% |
Portfolio Trend
Holdings in ENVX
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $700,822 | 135,294 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,011,565 | 138,381 | Shares | Sole | 2026-02-05 | |
| No quarters match your search. | ||||||