MCF Advisors LLC
Top Portfolio Positions
965 positions ·
$496,178,172 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
148,027 | $96,267,879 | 19.40% | |
| AAPL |
Apple Inc.
Technology
|
110,331 | $28,000,904 | 5.64% | |
| NVDA |
Nvidia Corp
Technology
|
103,410 | $18,034,704 | 3.63% | |
| MSFT |
Microsoft Corp
Technology
|
44,296 | $16,397,050 | 3.30% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
21,018 | $12,963,061 | 2.61% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
81,143 | $11,720,294 | 2.36% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
31,863 | $9,162,524 | 1.85% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
38,529 | $8,024,434 | 1.62% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
26,791 | $7,880,840 | 1.59% | |
| AVGO |
Broadcom Inc.
Technology
|
22,437 | $6,944,475 | 1.40% |
Portfolio Trend
25 quarters · across all stocks
Holdings in WSBC
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,299,075 | 124,647 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,151,509 | 124,895 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,040,677 | 126,548 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $4,042,250 | 127,798 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $5,292,766 | 170,955 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $5,562,875 | 170,955 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $28,439 | 955 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $26,654 | 955 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $28,468 | 955 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $29,958 | 955 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $23,321 | 955 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $24,457 | 955 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $29,318 | 955 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $35,315 | 955 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $31,868 | 955 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $30,283 | 955 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $32,813 | 955 | Shares | Sole | 2022-05-05 | |
| 2021-09-30 | $32,546 | 955 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $34,026 | 955 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $34,437 | 955 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $28,611 | 955 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $20,398 | 955 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $19,396 | 955 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $22,633 | 955 | Shares | Sole | 2020-04-24 | |
| No 13F history on record for this holder in this stock. | ||||||