My Portfolio Guide, LLC

CIK 2132204 · Visualizza su SEC EDGAR ↗

Valore del portafoglio
$180.8M
#6.804 di 9.443 per valore 13F · top 72.1%
Posizioni
166
Aggiornato al
31 Marzo 2026 Dati aggiornati al Q1 2026
Peso dei primi 10 titoli
76,14%
Peso dei primi 25 titoli
94,14%
Posizioni superiori all'1%
18
Numero effettivo di posizioni
13,6

Basato solo su partecipazioni azionarie long 13F (liquidità, obbligazioni, short non divulgati)

Nuove posizioni
166
Aumentato
0
Diminuito
0
Chiuso
0
Su questa pagina

Suddivisione settoriale

Technology
5,5%
Energy
0,8%
Industrials
0,8%
Healthcare
0,7%
Consumer Staples
0,6%
Consumer Discretionary
0,4%
Financial Services
0,4%
Utilities
0,4%
Real Estate
0,3%
Communication Services
0,3%
Financials
0,2%
Retail
0,2%
Communications
0,1%
Telecommunication
0,0%
Logistics & Transportation
0,0%
Consumer products
0,0%
Materials
0,0%
Altro/Non mappato
89,3%

Portafoglio completo 166 posizioni

Tipo Sequenza Tendenza 8 trim.
SPAB $29.429.023 16,28% 1.148.667 Su ×1
GLDM $18.846.472 10,42% 203.402 Su ×1
SPSM $16.261.096 8,99% 336.521 Su ×1
SPYM $14.472.818 8,00% 189.081 Su ×1
SPMD $11.732.017 6,49% 198.060 Su ×1
FTGC First Trust Global Tactical Commodity Strategy Fund $11.516.126 6,37% 401.156 Su ×1
EFG $11.239.982 6,22% 100.918 Su ×1
SPEM $8.894.456 4,92% 189.600 Su ×1
SDVY First Trust SMID Cap Rising Dividend Achievers ETF $8.224.234 4,55% 208.576 Su ×1
AAPL Apple Inc. - Common Stock $7.060.630 3,90% 27.821 Su ×1
UCON $5.904.051 3,27% 238.296 Su ×1
SPIB $4.624.033 2,56% 137.866 Su ×1
SPTL $3.670.519 2,03% 139.530 Su ×1
EPOL $2.830.671 1,57% 77.579 Su ×1
OUNZ $2.661.329 1,47% 59.075 Su ×1
USRT $2.495.360 1,38% 42.157 Su ×1
RDVY First Trust Rising Dividend Achievers ETF $2.473.469 1,37% 36.285 Su ×1
VCIT Vanguard Intermediate-Term Corporate Bond ETF $2.197.117 1,22% 26.544 Su ×1
COP ConocoPhillips Common Stock $1.068.439 0,59% 8.094 Su ×1
VEU $1.053.938 0,58% 14.034 Su ×1
QCOM QUALCOMM Incorporated - Common Stock $1.027.561 0,57% 7.979 Su ×1
DBC $700.430 0,39% 24.194 Su ×1
MSFT Microsoft Corporation - Common Stock $689.245 0,38% 1.849 Su ×1
F Ford Motor Company Common Stock $586.736 0,32% 50.844 Su ×1
CMF $563.881 0,31% 9.917 Su ×1
PFE Pfizer, Inc. Common Stock $558.440 0,31% 19.887 Su ×1
R Ryder System, Inc. Common Stock $554.417 0,31% 2.708 Su ×1
MO Altria Group, Inc. $551.804 0,31% 8.362 Su ×1
WPC W. P. Carey Inc. REIT $510.721 0,28% 7.515 Su ×1
PM Philip Morris International Inc Common Stock $508.221 0,28% 3.074 Su ×1
NVDA NVIDIA Corporation - Common Stock $478.123 0,26% 2.742 Su ×1
UBS UBS Group AG Registered Ordinary Shares $464.018 0,26% 11.877 Su ×1
SO Southern Company (The) Common Stock $454.964 0,25% 4.714 Su ×1
VRT Vertiv Holdings, LLC Class A Common Stock $442.786 0,24% 1.767 Su ×1
CVS CVS Health Corporation Common Stock $354.366 0,20% 4.934 Su ×1
GOOGL Alphabet Inc. - Class A Common Stock $313.818 0,17% 1.091 Su ×1
CVX Chevron Corporation Common Stock $307.864 0,17% 1.488 Su ×1
BAC Bank of America Corporation Common Stock $261.088 0,14% 5.356 Su ×1
AMZN Amazon.com, Inc. - Common Stock $238.886 0,13% 1.147 Su ×1
AVGO Broadcom Inc. - Common Stock $230.698 0,13% 745 Su ×1
LLY Eli Lilly and Company Common Stock $203.134 0,11% 221 Su ×1
SOFI SoFi Technologies, Inc. - Common Stock $201.247 0,11% 12.673 Su ×1
VTI $188.085 0,10% 586 Su ×1
LMT Lockheed Martin Corporation Common Stock $171.337 0,09% 283 Su ×1
SPY SPY $171.176 0,09% 263 Su ×1
OKLO Oklo Inc. Class A common stock $147.828 0,08% 2.981 Su ×1
COST Costco Wholesale Corporation - Common Stock $133.231 0,07% 134 Su ×1
ANET Arista Networks, Inc. Common Stock $125.604 0,07% 1.023 Su ×1
PLTR Palantir Technologies Inc. - Class A Common Stock $124.484 0,07% 851 Su ×1
BRKB $113.091 0,06% 236 Su ×1
ACHR Archer Aviation Inc. Class A Common Stock $101.182 0,06% 19.571 Su ×1
XLK XLK $89.941 0,05% 677 Su ×1
TSLA Tesla, Inc. - Common Stock $85.131 0,05% 229 Su ×1
T AT&T Inc. $84.094 0,05% 2.901 Su ×1
VNQ $83.512 0,05% 942 Su ×1
MSTR Strategy Inc - Class A Common Stock $83.366 0,05% 668 Su ×1
XOM Exxon Mobil Corporation Common Stock $83.337 0,05% 491 Su ×1
PANW Palo Alto Networks, Inc. - Common Stock $78.557 0,04% 490 Su ×1
KTOS Kratos Defense & Security Solutions, Inc. - Common Stock $74.036 0,04% 1.050 Su ×1
TQQQ ProShares UltraPro QQQ $71.026 0,04% 1.704 Su ×1
AOR $67.136 0,04% 1.043 Su ×1
NFLX Netflix, Inc. - Common Stock $62.498 0,03% 650 Su ×1
META Meta Platforms, Inc. - Class A Common Stock $60.367 0,03% 106 Su ×1
ABBV AbbVie Inc. Common Stock $57.364 0,03% 264 Su ×1
FTCB $53.809 0,03% 2.567 Su ×1
TDIV First Trust NASDAQ Technology Dividend Index Fund $53.577 0,03% 572 Su ×1
JPM JP Morgan Chase & Co. Common Stock $50.786 0,03% 173 Su ×1
FIXD First Trust Smith Opportunistic Fixed Income ETF $50.537 0,03% 1.159 Su ×1
CSCO Cisco Systems, Inc. - Common Stock $49.921 0,03% 643 Su ×1
KO Coca-Cola Company (The) Common Stock $49.175 0,03% 647 Su ×1
FTGS First Trust Growth Strength ETF $45.075 0,02% 1.324 Su ×1
ABT Abbott Laboratories Common Stock $42.994 0,02% 419 Su ×1
ARTY $41.039 0,02% 882 Su ×1
GOOG Alphabet Inc. - Class C Capital Stock $40.483 0,02% 141 Su ×1
UNH UnitedHealth Group Incorporated Common Stock (DE) $38.088 0,02% 141 Su ×1
V Visa Inc. $37.844 0,02% 125 Su ×1
FMF $37.470 0,02% 740 Su ×1
FDX FedEx Corporation Common Stock $37.094 0,02% 104 Su ×1
LGOV $35.825 0,02% 1.661 Su ×1
FIIG $35.609 0,02% 1.716 Su ×1
EZBC $34.762 0,02% 887 Su ×1
EETH $34.594 0,02% 1.333 Su ×1
CLX Clorox Company (The) Common Stock $32.903 0,02% 318 Su ×1
EPD Enterprise Products Partners L.P. Common Stock $32.168 0,02% 850 Su ×1
FVD $29.734 0,02% 632 Su ×1
SBUX Starbucks Corporation - Common Stock $29.306 0,02% 327 Su ×1
QQQ Invesco QQQ Trust, Series 1 $28.933 0,02% 50 Su ×1
JNJ Johnson & Johnson Common Stock $28.669 0,02% 117 Su ×1
AOM $28.298 0,02% 597 Su ×1
MMM 3M Company Common Stock $28.153 0,02% 194 Su ×1
HD Home Depot, Inc. (The) Common Stock $27.102 0,01% 82 Su ×1
INTC Intel Corporation - Common Stock $25.189 0,01% 571 Su ×1
FTA First Trust Large Cap Value AlphaDEX Fund $24.645 0,01% 267 Su ×1
CLNE Clean Energy Fuels Corp. - Common Stock $24.440 0,01% 9.855 Su ×1
DELL Dell Technologies Inc. Class C Common Stock $23.977 0,01% 146 Su ×1
LMBS First Trust Low Duration Opportunities ETF $23.976 0,01% 481 Su ×1
FSIG $23.863 0,01% 1.260 Su ×1
EMXC iShares MSCI Emerging Markets ex China ETF $22.733 0,01% 289 Su ×1
VST Vistra Corp. Common Stock $22.634 0,01% 151 Su ×1
VXUS Vanguard Total International Stock ETF $20.511 0,01% 266 Su ×1

Le maggiori nuove scommesse

Nuove posizioni aperte questo trimestre, dalla più grande.

Titolo Valore Azioni % del portafoglio
SPAB $29.429.023 1.148.667 16,28%
GLDM $18.846.472 203.402 10,42%
SPSM $16.261.096 336.521 8,99%
SPYM $14.472.818 189.081 8,00%
SPMD $11.732.017 198.060 6,49%
FTGC $11.516.126 401.156 6,37%
EFG $11.239.982 100.918 6,22%
SPEM $8.894.456 189.600 4,92%
SDVY $8.224.234 208.576 4,55%
AAPL $7.060.630 27.821 3,90%
UCON $5.904.051 238.296 3,27%
SPIB $4.624.033 137.866 2,56%
SPTL $3.670.519 139.530 2,03%
EPOL $2.830.671 77.579 1,57%
OUNZ $2.661.329 59.075 1,47%