Lifetime Wealth Management P.C.
Top Portfolio Positions
43 positions ·
$87,746,229 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| CNQ |
Canadian Natural Resources Ltd
Energy
|
187,376 | $9,130,832 | 10.41% |
| KSPI |
Joint Stock Co Kaspi.kz
Technology
|
117,329 | $8,690,559 | 9.90% |
| VALE |
Vale S.A.
Basic Materials
|
531,278 | $8,452,632 | 9.63% |
| PHYS |
Sprott Physical Gold Trust
|
196,727 | $6,972,004 | 7.95% |
| NE |
Noble Corp plc
Energy
|
122,320 | $6,002,242 | 6.84% |
| SFM |
Sprouts Farmers Market, Inc.
Consumer Defensive
|
63,282 | $4,880,940 | 5.56% |
| QQQ |
Invesco Qqq Trust, Series 1
|
8,280 | $4,779,050 | 5.45% |
| BTI |
British American Tobacco p.l.c.
Consumer Defensive
|
73,287 | $4,285,090 | 4.88% |
| CPA |
Copa Holdings, S.A.
Industrials
|
35,000 | $3,976,350 | 4.53% |
| XOM |
Exxon Mobil Corp
Energy
|
23,420 | $3,973,437 | 4.53% |
Portfolio Trend
Holdings in NE
Export CSVShares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,002,242 | 122,320 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,553,156 | 125,820 | Shares | Sole | 2026-03-25 | |
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