SPWM Advisors LLC
Top Portfolio Positions
77 positions ·
$99,587,632 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
11,071 | $46,612,450 | 46.81% | |
| MSFT |
Microsoft Corp
Technology
|
8,050 | $2,979,868 | 2.99% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
13,161 | $2,741,041 | 2.75% | |
| NVDA |
Nvidia Corp
Technology
|
13,867 | $2,418,404 | 2.43% | |
| META |
Meta Platforms, Inc.
Communication Services
|
3,774 | $2,159,218 | 2.17% | |
| AMAT |
Applied Materials Inc /De
Technology
|
6,186 | $2,114,312 | 2.12% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
21,394 | $2,010,608 | 2.02% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
6,696 | $1,925,501 | 1.93% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
9,199 | $1,520,962 | 1.53% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
4,419 | $1,493,401 | 1.50% |
Portfolio Trend
Holdings in NG
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $89,889 | 10,010 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $93,293 | 10,010 | Shares | Sole | 2026-02-17 | |
| No 13F history on record for this holder in this stock. | ||||||