SHP Wealth Management
Top Portfolio Positions
1,337 positions ·
$215,570,051 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
35,253 | $22,926,436 | 10.64% | |
| NVDA |
Nvidia Corp
Technology
|
101,729 | $17,741,537 | 8.23% | |
| AAPL |
Apple Inc.
Technology
|
65,999 | $16,749,886 | 7.77% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
17,820 | $10,285,347 | 4.77% | |
| MSFT |
Microsoft Corp
Technology
|
23,395 | $8,660,127 | 4.02% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
38,148 | $7,945,083 | 3.69% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
20,407 | $5,868,236 | 2.72% | |
| META |
Meta Platforms, Inc.
Communication Services
|
7,090 | $4,056,401 | 1.88% | |
| XOM |
Exxon Mobil Corp
Energy
|
21,855 | $3,707,919 | 1.72% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
8,434 | $3,135,339 | 1.45% |
Portfolio Trend
2 quarters · across all stocks
Holdings in TECH
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $470 | 9 | Shares | Sole | 2026-05-08 | |
| No 13F history on record for this holder in this stock. | ||||||