Alpha Omega Wealth Management LLC
Top Portfolio Positions
148 positions ·
$421,367,125 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
51,752 | $19,157,037 | 4.55% | |
| AAPL |
Apple Inc.
Technology
|
66,323 | $16,832,114 | 3.99% | |
| CVX |
Chevron Corp
Energy
|
74,013 | $15,313,289 | 3.63% | |
| JNJ |
Johnson & Johnson
Healthcare
|
47,377 | $11,580,833 | 2.75% | |
| VZ |
Verizon Communications Inc
Communication Services
|
214,038 | $10,744,707 | 2.55% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
148,915 | $10,695,075 | 2.54% | |
| ABBV |
AbbVie Inc.
Healthcare
|
49,089 | $10,676,366 | 2.53% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
132,457 | $10,277,338 | 2.44% | |
| MPC |
Marathon Petroleum Corp
Energy
|
41,226 | $10,066,564 | 2.39% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
31,209 | $9,180,439 | 2.18% |
Portfolio Trend
25 quarters · across all stocks
Holdings in RAL
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,638,271 | 39,391 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $2,051,214 | 40,291 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $246,156 | 5,629 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $213,404 | 4,401 | Shares | Sole | 2025-07-15 | |
| No 13F history on record for this holder in this stock. | ||||||