Gaddis Premier Wealth Advisors LLC
Top Portfolio Positions
44 positions ·
$31,517,084 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
15,275 | $2,663,960 | 8.45% | |
| AAPL |
Apple Inc.
Technology
|
7,564 | $1,919,667 | 6.09% | |
| OGE |
Oge Energy Corp.
Utilities
|
31,416 | $1,506,711 | 4.78% | |
| XOM |
Exxon Mobil Corp
Energy
|
8,445 | $1,432,778 | 4.55% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
2,414 | $1,393,312 | 4.42% | |
| MSFT |
Microsoft Corp
Technology
|
3,553 | $1,315,214 | 4.17% | |
| CVX |
Chevron Corp
Energy
|
5,798 | $1,199,606 | 3.81% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
2,165 | $1,064,162 | 3.38% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
4,831 | $1,006,152 | 3.19% | |
| LRN |
Stride, Inc.
Consumer Defensive
|
10,533 | $928,694 | 2.95% |
Portfolio Trend
2 quarters · across all stocks
Holdings in SURG
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $329,153 | 438,287 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $631,133 | 377,924 | Shares | Sole | 2026-02-11 | |
| No 13F history on record for this holder in this stock. | ||||||