MONEY CONCEPTS CAPITAL CORP
Top Portfolio Positions
255 positions ·
$615,393,137 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
143,206 | $36,344,250 | 5.91% |
| MSFT |
Microsoft Corp
Technology
|
52,101 | $19,286,227 | 3.13% |
| NVDA |
Nvidia Corp
Technology
|
106,129 | $18,508,897 | 3.01% |
| VLGEA |
Village Super Market Inc
Consumer Defensive
|
391,214 | $16,520,967 | 2.68% |
| PSLV |
Sprott Physical Silver Trust
|
617,202 | $15,053,556 | 2.45% |
| LLY |
ELI LILLY & Co
Healthcare
|
14,054 | $12,926,447 | 2.10% |
| JNJ |
Johnson & Johnson
Healthcare
|
51,138 | $12,500,172 | 2.03% |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
79,857 | $11,129,670 | 1.81% |
| OUNZ |
VanEck Merk Gold ETF
|
231,641 | $10,435,427 | 1.70% |
| SPY |
Spdr S&P 500 ETF Trust
|
15,881 | $10,328,049 | 1.68% |
Portfolio Trend
Holdings in HOG
Shares Held
Position Value (USD)
4 of 4 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,281,483 | 112,833 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,317,486 | 64,299 | Shares | Sole | 2026-02-04 | |
| 2022-12-31 | $22,464 | 540 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $17,099 | 434 | Shares | Sole | 2022-05-13 | |
| No quarters match your search. | ||||||