Wealth Quarterback LLC
Top Portfolio Positions
115 positions ·
$133,253,525 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
181,382 | $15,990,637 | 12.00% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
17,793 | $10,269,763 | 7.71% | |
| AAPL |
Apple Inc.
Technology
|
37,000 | $9,390,230 | 7.05% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
103,605 | $6,115,803 | 4.59% | |
| MSFT |
Microsoft Corp
Technology
|
10,723 | $3,969,332 | 2.98% | |
| NVDA |
Nvidia Corp
Technology
|
21,691 | $3,782,910 | 2.84% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
15,614 | $3,251,927 | 2.44% | |
| XOM |
Exxon Mobil Corp
Energy
|
17,575 | $2,981,774 | 2.24% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
9,547 | $2,745,335 | 2.06% | |
| SLV |
iShares Silver Trust
|
33,204 | $2,262,520 | 1.70% |
Portfolio Trend
Holdings in THW
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $661,817 | 56,711 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $673,237 | 52,679 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $682,894 | 54,198 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $534,699 | 52,115 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $631,428 | 54,764 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $611,495 | 55,540 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $729,305 | 54,959 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $672,400 | 51,211 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $693,834 | 52,444 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $431,113 | 36,942 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $387,357 | 33,051 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $474,647 | 33,855 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $395,299 | 28,770 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $412,587 | 28,163 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $363,796 | 28,289 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $475,704 | 33,035 | Shares | Sole | 2022-08-15 | |
| 2021-09-30 | $688,514 | 41,855 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $671,442 | 40,842 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $345,078 | 21,799 | Shares | Sole | 2021-02-17 | |
| 2020-03-31 | $41,721 | 3,663 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||