Clarion Wealth Managment Partners, LLC
Top Portfolio Positions
54 positions ·
$52,454,609 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
31,361 | $7,959,108 | 15.17% | |
| AHR |
American Healthcare REIT, Inc.
Real Estate
|
124,582 | $5,875,287 | 11.20% | |
| TPR |
Tapestry, Inc.
Consumer Cyclical
|
15,192 | $2,143,743 | 4.09% | |
| JNJ |
Johnson & Johnson
Healthcare
|
7,798 | $1,906,143 | 3.63% | |
| XOM |
Exxon Mobil Corp
Energy
|
10,962 | $1,859,812 | 3.55% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
5,364 | $1,764,165 | 3.36% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
8,364 | $1,741,970 | 3.32% | |
| MSFT |
Microsoft Corp
Technology
|
4,376 | $1,619,863 | 3.09% | |
| SPY |
Spdr S&P 500 ETF Trust
|
2,240 | $1,456,761 | 2.78% | |
| IAU |
Ishares Gold Trust
|
16,188 | $1,427,134 | 2.72% |
Portfolio Trend
4 quarters · across all stocks
Holdings in JGH
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $181,723 | 14,871 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $187,523 | 14,871 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $181,005 | 13,388 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $169,111 | 13,079 | Shares | Sole | 2025-08-21 | |
| No 13F history on record for this holder in this stock. | ||||||