Bravera Wealth
Top Portfolio Positions
298 positions ·
$40,322,694 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
14,904 | $5,517,013 | 13.68% |
| GLD |
Spdr Gold Trust
|
6,678 | $2,873,476 | 7.13% |
| AAPL |
Apple Inc.
Technology
|
11,028 | $2,798,796 | 6.94% |
| CAT |
Caterpillar Inc
Industrials
|
1,476 | $1,045,686 | 2.59% |
| XOM |
Exxon Mobil Corp
Energy
|
5,926 | $1,005,405 | 2.49% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
3,340 | $982,494 | 2.44% |
| GOOGL |
Alphabet Inc.
Communication Services
|
3,341 | $960,737 | 2.38% |
| NVDA |
Nvidia Corp
Technology
|
5,472 | $954,316 | 2.37% |
| JNJ |
Johnson & Johnson
Healthcare
|
2,885 | $705,209 | 1.75% |
| CVX |
Chevron Corp
Energy
|
3,261 | $674,700 | 1.67% |
Portfolio Trend
Holdings in THO
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,355 | 42 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $5,852 | 57 | Shares | Sole | 2026-04-22 | |
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