Aerodigm Wealth, LLC
Top Portfolio Positions
26 positions ·
$28,091,867 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
22,027 | $5,590,232 | 19.90% |
| MSFT |
Microsoft Corp
Technology
|
8,551 | $3,165,323 | 11.27% |
| WMT |
Walmart Inc.
Consumer Defensive
|
24,994 | $3,106,254 | 11.06% |
| NVDA |
Nvidia Corp
Technology
|
10,378 | $1,809,923 | 6.44% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
4,777 | $1,775,849 | 6.32% |
| MRSH |
Marsh & Mclennan Companies, Inc.
Financial Services
|
8,349 | $1,448,134 | 5.15% |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
17,987 | $1,431,945 | 5.10% |
| QQQ |
Invesco Qqq Trust, Series 1
|
2,275 | $1,313,084 | 4.67% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
5,718 | $1,190,887 | 4.24% |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
1,128 | $1,123,973 | 4.00% |
Portfolio Trend
Holdings in ET
Export CSVShares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $252,444 | 13,080 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $168,247 | 10,203 | Shares | Other | 2026-04-21 | |
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