SHP Wealth Management
Top Portfolio Positions
1,333 positions ·
$212,697,871 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
35,253 | $22,926,436 | 10.78% | |
| NVDA |
Nvidia Corp
Technology
|
101,729 | $17,741,537 | 8.34% | |
| AAPL |
Apple Inc.
Technology
|
65,999 | $16,749,886 | 7.87% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
17,820 | $10,285,347 | 4.84% | |
| MSFT |
Microsoft Corp
Technology
|
23,395 | $8,660,127 | 4.07% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
38,148 | $7,945,083 | 3.74% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
20,407 | $5,868,236 | 2.76% | |
| META |
Meta Platforms, Inc.
Communication Services
|
7,090 | $4,056,401 | 1.91% | |
| XOM |
Exxon Mobil Corp
Energy
|
21,855 | $3,707,919 | 1.74% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
8,434 | $3,135,339 | 1.47% |
Portfolio Trend
Holdings in PLNT
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $48,347 | 650 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $70,830 | 653 | Shares | Sole | 2026-03-04 | |
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