Networth Advisors, LLC
Top Portfolio Positions
159 positions ·
$3,787,208 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
1,479 | $547,481 | 14.46% | |
| BNY |
Bank of New York Mellon Corp
Financial Services
|
2,176 | $258,138 | 6.82% | |
| XOM |
Exxon Mobil Corp
Energy
|
1,428 | $242,274 | 6.40% | |
| ATI |
Ati Inc
Industrials
|
1,464 | $212,953 | 5.62% | |
| LLY |
ELI LILLY & Co
Healthcare
|
202 | $185,793 | 4.91% | |
| IAUM |
iShares Gold Trust Micro
|
3,921 | $183,110 | 4.83% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
250 | $144,295 | 3.81% | |
| AAPL |
Apple Inc.
Technology
|
539 | $136,792 | 3.61% | |
| CCI |
Crown Castle Inc.
Real Estate
|
1,593 | $129,526 | 3.42% | |
| IR |
Ingersoll Rand Inc.
Industrials
|
1,331 | $106,639 | 2.82% |
Portfolio Trend
2 quarters · across all stocks
Holdings in NG
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $898 | 100 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $932 | 100 | Shares | Sole | 2026-01-22 | |
| No 13F history on record for this holder in this stock. | ||||||