Fi3 FINANCIAL ADVISORS, LLC
Top Portfolio Positions
189 positions ·
$151,103,589 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SPY |
Spdr S&P 500 Etf Trust
|
25,988 | $16,901,035 | 11.19% |
| LLY |
ELI LILLY & Co
Healthcare
|
15,597 | $14,345,652 | 9.49% |
| AAPL |
Apple Inc.
Technology
|
43,955 | $11,155,339 | 7.38% |
| NVDA |
Nvidia Corp
Technology
|
48,346 | $8,431,542 | 5.58% |
| MSFT |
Microsoft Corp
Technology
|
16,443 | $6,086,705 | 4.03% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
25,218 | $5,252,152 | 3.48% |
| AVGO |
Broadcom Inc.
Technology
|
9,824 | $3,040,626 | 2.01% |
| META |
Meta Platforms, Inc.
Communication Services
|
4,130 | $2,362,896 | 1.56% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
7,601 | $2,235,910 | 1.48% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
5,953 | $2,213,027 | 1.46% |
Holdings in SPNT
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $799,284 | 37,107 | Shares | Sole | 2026-05-07 | |
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