MRA Advisory Group
Top Portfolio Positions
96 positions ·
$75,522,362 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
12,798 | $4,737,435 | 6.27% | |
| AAPL |
Apple Inc.
Technology
|
17,722 | $4,497,666 | 5.96% | |
| NVDA |
Nvidia Corp
Technology
|
24,786 | $4,322,678 | 5.72% | |
| META |
Meta Platforms, Inc.
Communication Services
|
6,432 | $3,679,940 | 4.87% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
16,210 | $3,376,056 | 4.47% | |
| KTOS |
Kratos Defense & Security Solutions, Inc.
Industrials
|
28,888 | $2,036,892 | 2.70% | |
| VRT |
Vertiv Holdings Co
Industrials
|
7,265 | $1,820,463 | 2.41% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
14,144 | $1,757,816 | 2.33% | |
| AXON |
Axon Enterprise, Inc.
Industrials
|
4,083 | $1,734,009 | 2.30% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
2,410 | $1,693,651 | 2.24% |
Portfolio Trend
Holdings in PDI
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,622,301 | 94,816 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,626,982 | 91,868 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,432,787 | 72,363 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,334,691 | 70,358 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $1,291,059 | 65,205 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,049,561 | 57,228 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,111,323 | 54,826 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $950,017 | 50,506 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $958,423 | 49,685 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $682,638 | 38,030 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $629,942 | 36,455 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $674,718 | 35,985 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $575,342 | 31,928 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $583,506 | 31,575 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $599,365 | 30,927 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $632,486 | 30,306 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $770,871 | 31,632 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $814,506 | 31,436 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $522,243 | 19,648 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $504,232 | 17,502 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $506,559 | 17,995 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $476,797 | 18,040 | Shares | Sole | 2021-02-01 | |
| No 13F history on record for this holder in this stock. | ||||||