EARNED WEALTH ADVISORS, LLC
Top Portfolio Positions
348 positions ·
$355,965,041 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
199,214 | $50,558,521 | 14.20% | |
| SPY |
Spdr S&P 500 ETF Trust
|
34,058 | $22,149,279 | 6.22% | |
| NVDA |
Nvidia Corp
Technology
|
125,623 | $21,908,651 | 6.15% | |
| MSFT |
Microsoft Corp
Technology
|
36,956 | $13,680,002 | 3.84% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
51,883 | $10,805,672 | 3.04% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
22,207 | $10,641,594 | 2.99% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
32,113 | $9,234,414 | 2.59% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
27,751 | $8,163,234 | 2.29% | |
| META |
Meta Platforms, Inc.
Communication Services
|
11,872 | $6,792,327 | 1.91% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
8,941 | $5,160,566 | 1.45% |
Portfolio Trend
18 quarters · across all stocks
Holdings in URG
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,250 | 25,000 | Shares | Sole | 2026-05-07 | |
| 2024-09-30 | $52 | 44 | Shares | Sole | 2024-11-01 | |
| No 13F history on record for this holder in this stock. | ||||||