GILPIN WEALTH MANAGEMENT, LLC
Top Portfolio Positions
784 positions ·
$52,948,924 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
26,637 | $4,645,492 | 8.77% | |
| AAPL |
Apple Inc.
Technology
|
11,823 | $3,000,559 | 5.67% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
8,802 | $2,531,103 | 4.78% | |
| FTNT |
Fortinet, Inc.
Technology
|
29,743 | $2,430,597 | 4.59% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
7,306 | $2,149,132 | 4.06% | |
| MSFT |
Microsoft Corp
Technology
|
5,515 | $2,041,487 | 3.86% | |
| ET |
Energy Transfer LP
Energy
|
85,855 | $1,657,001 | 3.13% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
42,293 | $1,600,367 | 3.02% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
3,265 | $1,564,588 | 2.95% | |
| AMGN |
Amgen Inc
Healthcare
|
4,167 | $1,466,158 | 2.77% |
Portfolio Trend
2 quarters · across all stocks
Holdings in FLEX
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,724 | 118 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $7,129 | 118 | Shares | Sole | 2026-02-11 | |
| No 13F history on record for this holder in this stock. | ||||||