GILPIN WEALTH MANAGEMENT, LLC
Top Portfolio Positions
783 positions ·
$51,384,748 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
26,637 | $4,645,492 | 9.04% | |
| AAPL |
Apple Inc.
Technology
|
11,823 | $3,000,559 | 5.84% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
8,802 | $2,531,103 | 4.93% | |
| FTNT |
Fortinet, Inc.
Technology
|
29,743 | $2,430,597 | 4.73% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
7,306 | $2,149,132 | 4.18% | |
| MSFT |
Microsoft Corp
Technology
|
5,515 | $2,041,487 | 3.97% | |
| ET |
Energy Transfer LP
Energy
|
85,855 | $1,657,001 | 3.22% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
42,293 | $1,600,367 | 3.11% | |
| AMGN |
Amgen Inc
Healthcare
|
4,167 | $1,466,158 | 2.85% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
18,027 | $1,435,129 | 2.79% |
Portfolio Trend
Holdings in PPT
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $345,723 | 97,387 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $105,322 | 29,752 | Shares | Sole | 2026-02-11 | |
| No 13F history on record for this holder in this stock. | ||||||