WMG Financial Advisors, LLC
Top Portfolio Positions
56 positions ·
$48,573,341 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
24,893 | $6,317,592 | 13.01% | |
| NVDA |
Nvidia Corp
Technology
|
28,513 | $4,972,666 | 10.24% | |
| GLD |
Spdr Gold Trust
|
11,090 | $4,771,916 | 9.82% | |
| T |
At&T Inc.
Communication Services
|
107,461 | $3,115,293 | 6.41% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
23,818 | $2,960,099 | 6.09% | |
| MSFT |
Microsoft Corp
Technology
|
5,910 | $2,187,703 | 4.50% | |
| IBIT |
iShares Bitcoin Trust ETF
|
49,884 | $1,916,543 | 3.95% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
8,746 | $1,821,528 | 3.75% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
4,375 | $1,258,074 | 2.59% | |
| XOM |
Exxon Mobil Corp
Energy
|
6,274 | $1,064,445 | 2.19% |
Portfolio Trend
18 quarters · across all stocks
Holdings in SHIP
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $159,762 | 17,309 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $142,972 | 17,309 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $109,219 | 17,309 | Shares | Sole | 2025-07-24 | |
| No 13F history on record for this holder in this stock. | ||||||