DWR WEALTH MANAGEMENT, LLC
Top Portfolio Positions
29 positions ·
$22,204,468 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
27,160 | $6,892,936 | 31.04% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
7,578 | $1,578,270 | 7.11% | |
| NVDA |
Nvidia Corp
Technology
|
7,899 | $1,377,585 | 6.20% | |
| NFLX |
Netflix Inc
Communication Services
|
12,644 | $1,215,720 | 5.48% | |
| XOM |
Exxon Mobil Corp
Energy
|
6,387 | $1,083,618 | 4.88% | |
| CVX |
Chevron Corp
Energy
|
3,893 | $805,461 | 3.63% | |
| SBR |
Sabine Royalty Trust
Energy
|
10,466 | $788,508 | 3.55% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
417 | $721,001 | 3.25% | |
| NKX |
Nuveen California Amt-Free Quality Municipal Income Fund
Financial Services
|
54,096 | $643,742 | 2.90% | |
| JNJ |
Johnson & Johnson
Healthcare
|
2,415 | $590,322 | 2.66% |
Portfolio Trend
2 quarters · across all stocks
Holdings in SJT
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $98,605 | 20,500 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $115,210 | 20,500 | Shares | Sole | 2026-04-01 | |
| No 13F history on record for this holder in this stock. | ||||||