Center for Wealth Management Advisory
Top Portfolio Positions
52 positions ·
$69,956,076 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
15,584 | $3,955,063 | 5.65% |
| AVGO |
Broadcom Inc.
Technology
|
8,388 | $2,596,169 | 3.71% |
| JNJ |
Johnson & Johnson
Healthcare
|
10,304 | $2,518,709 | 3.60% |
| FDX |
Fedex Corp
Industrials
|
6,783 | $2,415,968 | 3.45% |
| COP |
Conocophillips
Energy
|
17,514 | $2,311,848 | 3.30% |
| VZ |
Verizon Communications Inc
Communication Services
|
44,063 | $2,211,962 | 3.16% |
| XOM |
Exxon Mobil Corp
Energy
|
12,852 | $2,180,470 | 3.12% |
| MRK |
Merck & Co., Inc.
Healthcare
|
17,304 | $2,081,498 | 2.98% |
| LMT |
Lockheed Martin Corp
Industrials
|
3,379 | $2,042,233 | 2.92% |
| DUK |
Duke Energy CORP
Utilities
|
15,291 | $2,002,203 | 2.86% |
Portfolio Trend
Holdings in EOG
Export CSVShares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,855,989 | 12,838 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,085,698 | 10,339 | Shares | Sole | 2026-04-10 | |
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