TSA Wealth Managment LLC
Top Portfolio Positions
39 positions ·
$26,507,616 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| KO |
Coca Cola Co
Consumer Defensive
|
69,752 | $5,304,639 | 20.01% |
| IAU |
Ishares Gold Trust
|
37,913 | $3,342,410 | 12.61% |
| AAPL |
Apple Inc.
Technology
|
9,069 | $2,301,621 | 8.68% |
| NVDA |
Nvidia Corp
Technology
|
10,626 | $1,853,174 | 6.99% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
2,703 | $1,004,840 | 3.79% |
| MSFT |
Microsoft Corp
Technology
|
2,621 | $970,215 | 3.66% |
| GOOGL |
Alphabet Inc.
Communication Services
|
3,057 | $879,070 | 3.32% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
4,182 | $870,985 | 3.29% |
| META |
Meta Platforms, Inc.
Communication Services
|
1,495 | $855,334 | 3.23% |
| XOM |
Exxon Mobil Corp
Energy
|
3,681 | $624,518 | 2.36% |
Holdings in USAC
Export CSV
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $235,645 | 8,689 | Shares | Sole | 2026-05-01 | |
| No quarters match your search. | ||||||