Strategic Investment Solutions, Inc. /IL
Top Portfolio Positions
430 positions ·
$89,252,061 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
50,037 | $12,698,868 | 14.23% | |
| GLD |
Spdr Gold Trust
|
28,426 | $12,231,307 | 13.70% | |
| SLV |
iShares Silver Trust
|
108,326 | $7,381,300 | 8.27% | |
| IAU |
Ishares Gold Trust
|
40,208 | $3,544,717 | 3.97% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
3,253 | $3,241,384 | 3.63% | |
| NVDA |
Nvidia Corp
Technology
|
18,236 | $3,180,352 | 3.56% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
13,234 | $2,756,231 | 3.09% | |
| MSFT |
Microsoft Corp
Technology
|
5,781 | $2,139,935 | 2.40% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
4,745 | $1,763,945 | 1.98% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
10,911 | $1,575,982 | 1.77% |
Portfolio Trend
Holdings in UPXI
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $55,629 | 56,419 | Shares | Sole | 2026-05-01 | |
| 2025-09-30 | $18,792 | 3,257 | Shares | Sole | 2025-12-03 | |
| No 13F history on record for this holder in this stock. | ||||||