GWM Advisors LLC

CIK
0001633516
City
Baton Rouge
State / Country
LA

Top Portfolio Positions

2,211 positions · $14,419,473,015 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
3,432,296 $933,103,990 6.47%
MSFT
Microsoft Corp
Technology
1,512,385 $731,419,633 5.07%
NVDA
Nvidia Corp
Technology
3,324,432 $620,006,568 4.30%
AMZN
Amazon Com Inc
2,050,555 $473,309,105 3.28%
JPM
Jpmorgan Chase & Co
Financial Services
1,458,300 $469,893,426 3.26%
GOOGL
Alphabet Inc.
1,415,812 $443,149,156 3.07%
SPY
Spdr S&P 500 Etf Trust
604,011 $411,887,181 2.86%
QQQ
Invesco Qqq Trust, Series 1
651,166 $400,017,785 2.77%
AVGO
Broadcom Inc.
Technology
1,127,132 $390,100,385 2.71%
WMT
Walmart Inc.
2,937,658 $327,284,477 2.27%

Portfolio Trend

25 quarters · across all stocks

Holdings in ODV

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Shares Held

Position Value (USD)

3 of 3 shown
Report Date Value (USD) Shares
2025-12-31 $34,900 10,000
2025-09-30 $33,900 10,000
2025-06-30 $21,400 10,000