Wealth Quarterback LLC
Top Portfolio Positions
116 positions ·
$135,266,644 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
181,382 | $15,990,637 | 11.82% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
17,793 | $10,269,763 | 7.59% | |
| AAPL |
Apple Inc.
Technology
|
37,000 | $9,390,230 | 6.94% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
103,605 | $6,115,803 | 4.52% | |
| MSFT |
Microsoft Corp
Technology
|
10,723 | $3,969,332 | 2.93% | |
| NVDA |
Nvidia Corp
Technology
|
21,691 | $3,782,910 | 2.80% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
15,614 | $3,251,927 | 2.40% | |
| XOM |
Exxon Mobil Corp
Energy
|
17,575 | $2,981,774 | 2.20% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
9,547 | $2,745,335 | 2.03% | |
| SLV |
iShares Silver Trust
|
33,204 | $2,262,520 | 1.67% |
Portfolio Trend
22 quarters · across all stocks
Holdings in NFGC
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,400 | 10,000 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $29,700 | 10,000 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $23,700 | 10,000 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $14,200 | 10,000 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $12,000 | 10,000 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $18,200 | 10,000 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $25,300 | 10,000 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $28,300 | 10,000 | Shares | Sole | 2024-07-22 | |
| No 13F history on record for this holder in this stock. | ||||||