QTR Family Wealth, LLC

CIK
2067954
City
LAKE MARY
State / Country
FL

Top Portfolio Positions

223 positions · $183,551,902 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
BKNG
Booking Holdings Inc.
Consumer Cyclical
3,000 $12,630,959 6.88%
NVDA
Nvidia Corp
Technology
50,997 $8,893,876 4.85%
AAPL
Apple Inc.
Technology
33,777 $8,572,264 4.67%
MSFT
Microsoft Corp
Technology
18,328 $6,784,475 3.70%
TSLA
Tesla, Inc.
Consumer Cyclical
16,757 $6,229,414 3.39%
AMZN
Amazon Com Inc
Consumer Cyclical
23,915 $4,980,777 2.71%
ABX
Abacus Global Management, Inc.
Financial Services
628,578 $4,953,194 2.70%
GOOGL
Alphabet Inc.
Communication Services
15,330 $4,408,294 2.40%
QQQ
Invesco Qqq Trust, Series 1
7,508 $4,333,467 2.36%
AVGO
Broadcom Inc.
Technology
11,874 $3,675,121 2.00%

Holdings in TXRH

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Report Date Value (USD) Shares
2026-03-31 $322,848 1,955