CrossGen Wealth, LLC
Top Portfolio Positions
163 positions ·
$88,165,799 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
21,118 | $5,359,537 | 6.08% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
20,424 | $5,046,361 | 5.72% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
39,329 | $4,887,808 | 5.54% | |
| AVGO |
Broadcom Inc.
Technology
|
14,851 | $4,596,533 | 5.21% | |
| MSFT |
Microsoft Corp
Technology
|
11,770 | $4,356,900 | 4.94% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
14,762 | $4,244,960 | 4.81% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
13,763 | $4,048,524 | 4.59% | |
| MPC |
Marathon Petroleum Corp
Energy
|
15,929 | $3,889,543 | 4.41% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
16,806 | $3,500,185 | 3.97% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
3,919 | $3,315,434 | 3.76% |
Portfolio Trend
2 quarters · across all stocks
Holdings in LTBR
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,682 | 2,034 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $25,709 | 2,034 | Shares | Sole | 2026-02-19 | |
| No 13F history on record for this holder in this stock. | ||||||