Clear Retirement Advice LLC
PensionTop Portfolio Positions
14 positions ·
$14,134,934 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SGOL |
abrdn Gold ETF Trust
|
121,677 | $5,429,227 | 38.41% | |
| IAU |
Ishares Gold Trust
|
27,961 | $2,465,041 | 17.44% | |
| AAPL |
Apple Inc.
Technology
|
9,147 | $2,321,417 | 16.42% | |
| V |
Visa Inc.
Financial Services
|
2,003 | $605,386 | 4.28% | |
| SPY |
Spdr S&P 500 ETF Trust
|
874 | $568,397 | 4.02% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,897 | $545,501 | 3.86% | |
| MA |
Mastercard Inc
Financial Services
|
1,029 | $514,150 | 3.64% | |
| AZO |
Autozone Inc
Consumer Cyclical
|
89 | $300,622 | 2.13% | |
| JNJ |
Johnson & Johnson
Healthcare
|
1,082 | $264,484 | 1.87% | |
| FAST |
Fastenal Co
Industrials
|
5,694 | $264,201 | 1.87% |
Portfolio Trend
2 quarters · across all stocks
Holdings in SGOL
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,429,227 | 121,677 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $4,915,304 | 119,652 | Shares | Sole | 2026-02-24 | |
| No 13F history on record for this holder in this stock. | ||||||