Intesa Sanpaolo Wealth Management
Top Portfolio Positions
231 positions ·
$368,636,444 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
101,905 | $37,722,173 | 10.23% | |
| DIS |
Walt Disney Co
Communication Services
|
230,883 | $22,252,503 | 6.04% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
72,783 | $20,929,479 | 5.68% | |
| AAPL |
Apple Inc.
Technology
|
74,275 | $18,850,252 | 5.11% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
86,674 | $18,051,593 | 4.90% | |
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
503,249 | $17,835,144 | 4.84% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
51,184 | $15,056,285 | 4.08% | |
| NVDA |
Nvidia Corp
Technology
|
80,753 | $14,083,323 | 3.82% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
24,522 | $11,750,942 | 3.19% | |
| WM |
Waste Management Inc
Industrials
|
38,743 | $8,902,753 | 2.42% |
Portfolio Trend
2 quarters · across all stocks
Holdings in PHYS
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,835,144 | 503,249 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $6,670,040 | 202,000 | Shares | Defined | 2026-02-12 | |
| No 13F history on record for this holder in this stock. | ||||||