Weaver Consulting Group
Top Portfolio Positions
99 positions ·
$92,639,672 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
38,128 | $9,676,505 | 10.45% | |
| MSFT |
Microsoft Corp
Technology
|
15,704 | $5,813,149 | 6.28% | |
| NVDA |
Nvidia Corp
Technology
|
27,328 | $4,766,003 | 5.14% | |
| GLD |
Spdr Gold Trust
|
9,817 | $4,224,156 | 4.56% | |
| EW |
Edwards Lifesciences Corp
Healthcare
|
47,249 | $3,783,699 | 4.08% | |
| SPY |
Spdr S&P 500 ETF Trust
|
5,772 | $3,753,762 | 4.05% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
16,827 | $3,504,559 | 3.78% | |
| BA |
Boeing Co
Industrials
|
17,576 | $3,498,151 | 3.78% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
11,500 | $3,306,940 | 3.57% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
5,227 | $2,504,778 | 2.70% |
Portfolio Trend
25 quarters · across all stocks
Holdings in GLDI
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $209,522 | 1,262 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $207,265 | 1,281 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $235,330 | 1,533 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $283,228 | 1,820 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $271,952 | 1,846 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $275,977 | 1,846 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $290,838 | 2,008 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $268,991 | 2,008 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $329,114 | 2,353 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $452,828 | 3,064 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $444,298 | 3,021 | Shares | Sole | 2023-01-09 | |
| No 13F history on record for this holder in this stock. | ||||||