Zinnia Wealth Advisory, LLC
Top Portfolio Positions
58 positions ·
$43,137,624 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
11,290 | $6,516,362 | 15.11% | |
| NVDA |
Nvidia Corp
Technology
|
28,460 | $4,963,424 | 11.51% | |
| AAPL |
Apple Inc.
Technology
|
11,649 | $2,956,399 | 6.85% | |
| GLD |
Spdr Gold Trust
|
6,848 | $2,946,625 | 6.83% | |
| MSFT |
Microsoft Corp
Technology
|
4,794 | $1,774,594 | 4.11% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
13,314 | $1,654,663 | 3.84% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
6,812 | $1,418,735 | 3.29% | |
| XOM |
Exxon Mobil Corp
Energy
|
7,931 | $1,345,573 | 3.12% | |
| CAT |
Caterpillar Inc
Industrials
|
1,716 | $1,215,717 | 2.82% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
3,204 | $1,191,087 | 2.76% |
Portfolio Trend
2 quarters · across all stocks
Holdings in GAB
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $355,628 | 63,505 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $383,687 | 62,808 | Shares | Sole | 2026-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||