EARNED WEALTH ADVISORS, LLC
Top Portfolio Positions
348 positions ·
$355,001,942 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
199,214 | $50,558,521 | 14.24% | |
| SPY |
Spdr S&P 500 ETF Trust
|
34,058 | $22,149,279 | 6.24% | |
| NVDA |
Nvidia Corp
Technology
|
125,623 | $21,908,651 | 6.17% | |
| MSFT |
Microsoft Corp
Technology
|
36,956 | $13,680,002 | 3.85% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
51,883 | $10,805,672 | 3.04% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
22,207 | $10,641,594 | 3.00% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
32,113 | $9,234,414 | 2.60% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
27,751 | $8,163,234 | 2.30% | |
| META |
Meta Platforms, Inc.
Communication Services
|
11,872 | $6,792,327 | 1.91% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
8,941 | $5,160,566 | 1.45% |
Portfolio Trend
18 quarters · across all stocks
Holdings in PLX
Shares Held
Position Value (USD)
15 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $56,530 | 26,051 | Shares | Sole | 2026-05-07 | |
| 2025-09-30 | $57,664 | 25,975 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $38,444 | 25,976 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $66,498 | 25,976 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $48,834 | 25,976 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $26,495 | 25,976 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $31,347 | 26,793 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $33,085 | 26,258 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $46,235 | 25,975 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $43,116 | 25,974 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $51,948 | 25,974 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $54,545 | 25,974 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $35,584 | 25,974 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $27,012 | 25,974 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $28,311 | 25,974 | Shares | Sole | 2022-07-26 | |
| No 13F history on record for this holder in this stock. | ||||||