Vericrest Private Wealth
Top Portfolio Positions
14 positions ·
$22,224,666 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
24,270 | $6,159,483 | 27.71% | |
| SPY |
Spdr S&P 500 ETF Trust
|
5,105 | $3,319,985 | 14.94% | |
| META |
Meta Platforms, Inc.
Communication Services
|
4,317 | $2,469,885 | 11.11% | |
| NVDA |
Nvidia Corp
Technology
|
14,002 | $2,441,948 | 10.99% | |
| MSFT |
Microsoft Corp
Technology
|
4,529 | $1,676,499 | 7.54% | |
| UPS |
United Parcel Service Inc
Industrials
|
14,397 | $1,416,376 | 6.37% | |
| GLD |
Spdr Gold Trust
|
3,056 | $1,314,966 | 5.92% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
4,407 | $1,296,363 | 5.83% | |
| XOM |
Exxon Mobil Corp
Energy
|
2,997 | $508,471 | 2.29% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,654 | $475,624 | 2.14% |
Portfolio Trend
5 quarters · across all stocks
Holdings in VKQ
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $107,652 | 11,308 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $169,289 | 17,543 | Shares | Sole | 2026-03-12 | |
| No 13F history on record for this holder in this stock. | ||||||