OneDigital Investment Advisors LLC
Top Portfolio Positions
773 positions ·
$2,000,276,159 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
610,187 | $154,859,358 | 7.74% | |
| NVDA |
Nvidia Corp
Technology
|
567,743 | $99,014,379 | 4.95% | |
| MSFT |
Microsoft Corp
Technology
|
238,840 | $88,411,402 | 4.42% | |
| IAU |
Ishares Gold Trust
|
843,846 | $74,393,463 | 3.72% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
339,349 | $70,676,216 | 3.53% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
214,794 | $61,766,162 | 3.09% | |
| SPY |
Spdr S&P 500 ETF Trust
|
62,933 | $40,927,847 | 2.05% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
56,269 | $32,477,341 | 1.62% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
108,507 | $31,918,419 | 1.60% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
73,667 | $24,895,762 | 1.24% |
Portfolio Trend
Holdings in PPT
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $90,035 | 25,362 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $88,960 | 25,130 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $91,548 | 24,810 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $89,749 | 24,455 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $87,026 | 24,107 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $84,172 | 23,644 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $139,889 | 37,504 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $136,125 | 38,024 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $132,605 | 37,672 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $133,300 | 37,339 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $123,926 | 36,993 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $129,064 | 36,666 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $129,406 | 36,350 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $130,865 | 36,051 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $127,999 | 35,754 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $134,812 | 35,477 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $140,475 | 35,207 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $124,713 | 29,207 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $132,424 | 28,977 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $133,653 | 28,681 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $137,538 | 28,242 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $129,302 | 27,807 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $325,793 | 73,212 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $344,375 | 72,653 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $327,946 | 72,235 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||