Spg Advisors

Latest statistics and disclosures from Spg Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are AMZN, MSFT, TSLA, SGOV, IBM, and represent 72.77% of Spg Advisors's stock portfolio.
  • Added to shares of these 5 stocks: IBM, SGOV, SPY, BIL, TSLA.
  • Started 2 new stock positions in IBM, SPY.
  • Reduced shares in these 7 stocks: EFX, COST, BRK.B, VTI, MSFT, AAPL, AMZN.
  • Sold out of its position in EFX.
  • Spg Advisors was a net buyer of stock by $1.0M.
  • Spg Advisors has $9.7M in assets under management (AUM), dropping by 11.92%.
  • Central Index Key (CIK): 0001843253

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Portfolio Holdings for Spg Advisors

Spg Advisors holds 12 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon (AMZN) 25.4 $2.5M 11k 230.82
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Microsoft Corporation (MSFT) 19.1 $1.9M 3.8k 483.60
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Tesla Motors (TSLA) 10.6 $1.0M 2.3k 449.72
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Ishares Tr 0-3 Mnth Treasry (SGOV) 9.5 $919k +69% 9.2k 100.39
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International Business Machines (IBM) 8.1 $793k NEW 2.7k 296.21
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Apple (AAPL) 6.9 $671k 2.5k 271.91
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Costco Wholesale Corporation (COST) 4.8 $471k -6% 547.00 861.80
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Vanguard Index Fds Total Stk Mkt (VTI) 3.8 $375k -3% 1.1k 335.27
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Spdr Series Trust State Street Spd (BIL) 3.7 $358k +3% 3.9k 91.37
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.5 $343k -3% 682.00 502.65
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Boeing Company (BA) 2.4 $229k 1.1k 217.12
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.1 $203k NEW 297.00 682.22
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Past Filings by Spg Advisors

SEC 13F filings are viewable for Spg Advisors going back to 2025