Red Tortoise LLC
Top Portfolio Positions
458 positions ·
$19,818,795 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BAC |
Bank Of America Corp /De/
Financial Services
|
44,530 | $2,170,836 | 10.95% | |
| AEM |
Agnico Eagle Mines Ltd
Basic Materials
|
7,269 | $1,475,461 | 7.44% | |
| IAUM |
iShares Gold Trust Micro
|
31,072 | $1,451,062 | 7.32% | |
| AAPL |
Apple Inc.
Technology
|
5,717 | $1,450,917 | 7.32% | |
| SPY |
Spdr S&P 500 ETF Trust
|
2,061 | $1,340,350 | 6.76% | |
| MSFT |
Microsoft Corp
Technology
|
3,217 | $1,190,836 | 6.01% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
5,260 | $1,095,499 | 5.53% | |
| SIVR |
abrdn Silver ETF Trust
|
14,307 | $1,024,524 | 5.17% | |
| NVDA |
Nvidia Corp
Technology
|
3,126 | $545,173 | 2.75% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
909 | $524,656 | 2.65% |
Portfolio Trend
Holdings in FVR
Shares Held
Position Value (USD)
4 of 4 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,383 | 348 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $5,136 | 348 | Shares | Other | 2026-01-22 | |
| 2025-09-30 | $4,771 | 348 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $4,176 | 348 | Shares | Other | 2025-07-22 | |
| No quarters match your search. | ||||||