CWC Advisors, LLC.
Top Portfolio Positions
84 positions ·
$93,444,768 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AVGO |
Broadcom Inc.
Technology
|
21,707 | $6,718,533 | 7.19% | |
| AAPL |
Apple Inc.
Technology
|
25,953 | $6,586,611 | 7.05% | |
| NVDA |
Nvidia Corp
Technology
|
31,506 | $5,494,646 | 5.88% | |
| GE |
General Electric Co
Industrials
|
11,359 | $3,223,343 | 3.45% | |
| AMG |
Affiliated Managers Group, Inc.
Financial Services
|
11,309 | $3,129,200 | 3.35% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
5,297 | $3,057,322 | 3.27% | |
| WAB |
Westinghouse Air Brake Technologies Corp
Industrials
|
11,672 | $2,916,949 | 3.12% | |
| MSFT |
Microsoft Corp
Technology
|
7,726 | $2,859,933 | 3.06% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
3,042 | $2,573,501 | 2.75% | |
| PSX |
Phillips 66
Energy
|
13,041 | $2,375,809 | 2.54% |
Portfolio Trend
7 quarters · across all stocks
Holdings in SGC
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $498,825 | 49,097 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $430,653 | 44,489 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $536,150 | 50,014 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $509,386 | 49,455 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $525,776 | 48,060 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $468,840 | 28,363 | Shares | Sole | 2025-03-18 | |
| 2024-09-30 | $441,526 | 28,504 | Shares | Sole | 2024-10-23 | |
| No 13F history on record for this holder in this stock. | ||||||