Granite Bay Wealth Management, LLC
Top Portfolio Positions
44 positions ·
$147,227,875 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
50,120 | $10,438,492 | 7.09% | |
| AAPL |
Apple Inc.
Technology
|
40,448 | $10,265,297 | 6.97% | |
| MSFT |
Microsoft Corp
Technology
|
25,739 | $9,527,805 | 6.47% | |
| NVDA |
Nvidia Corp
Technology
|
54,130 | $9,440,272 | 6.41% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
19,002 | $9,105,758 | 6.18% | |
| RTX |
RTX Corp
Industrials
|
44,028 | $8,493,001 | 5.77% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
28,736 | $8,452,981 | 5.74% | |
| GLD |
Spdr Gold Trust
|
18,731 | $8,059,761 | 5.47% | |
| TMUS |
T-Mobile US, Inc.
Communication Services
|
37,904 | $7,960,977 | 5.41% | |
| SLV |
iShares Silver Trust
|
115,409 | $7,863,969 | 5.34% |
Portfolio Trend
18 quarters · across all stocks
Holdings in GLP
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $210,500 | 5,000 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $209,250 | 5,000 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $240,000 | 5,000 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $263,650 | 5,000 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $266,900 | 5,000 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $232,750 | 5,000 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $232,800 | 5,000 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $228,150 | 5,000 | Shares | Sole | 2024-08-21 | |
| 2024-03-31 | $221,900 | 5,000 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $13,327,650 | 315,000 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $11,125,800 | 315,000 | Shares | Sole | 2023-10-12 | |
| No 13F history on record for this holder in this stock. | ||||||