RIA Advisory Group LLC
Top Portfolio Positions
95 positions ·
$228,821,645 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
82,381 | $47,548,665 | 20.78% |
| SLV |
iShares Silver Trust
|
452,767 | $30,851,543 | 13.48% |
| SPY |
Spdr S&P 500 ETF Trust
|
21,374 | $13,900,367 | 6.07% |
| PSLV |
Sprott Physical Silver Trust
Financial Services
|
454,482 | $11,084,815 | 4.84% |
| KO |
Coca Cola Co
Consumer Defensive
|
107,193 | $8,152,027 | 3.56% |
| JNJ |
Johnson & Johnson
Healthcare
|
30,841 | $7,538,774 | 3.29% |
| MSFT |
Microsoft Corp
Technology
|
18,502 | $6,848,885 | 2.99% |
| NVDA |
Nvidia Corp
Technology
|
39,237 | $6,842,932 | 2.99% |
| AAPL |
Apple Inc.
Technology
|
26,134 | $6,632,547 | 2.90% |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
21,159 | $6,576,005 | 2.87% |
Portfolio Trend
Holdings in EVCM
Shares Held
Position Value (USD)
12 of 12 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $201,225 | 17,605 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $253,462 | 20,930 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $245,193 | 22,030 | Shares | Sole | 2025-12-01 | |
| 2025-06-30 | $228,690 | 21,780 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $234,289 | 23,243 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $255,905 | 23,243 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $241,056 | 23,268 | Shares | Sole | 2024-11-06 | |
| 2024-03-31 | $242,009 | 25,691 | Shares | Sole | 2024-05-03 | |
| 2023-09-30 | $629,342 | 62,746 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $785,939 | 66,380 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $723,629 | 68,396 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $511,656 | 68,771 | Shares | Sole | 2023-02-09 | |
| No quarters match your search. | ||||||