Spg Advisors
Latest statistics and disclosures from Spg Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AMZN, MSFT, TSLA, AAPL, SGOV, and represent 75.33% of Spg Advisors's stock portfolio.
- Added to shares of these 3 stocks: SGOV, VTI, MSFT.
- Reduced shares in these 6 stocks: , BIL, COST, TSLA, AMZN, AAPL.
- Sold out of its position in KMI.
- Spg Advisors was a net seller of stock by $-155k.
- Spg Advisors has $8.7M in assets under management (AUM), dropping by 4.16%.
- Central Index Key (CIK): 0001843253
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Portfolio Holdings for Spg Advisors
Spg Advisors holds 11 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Amazon (AMZN) | 27.1 | $2.4M | 11k | 219.57 |
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| Microsoft Corporation (MSFT) | 23.0 | $2.0M | 3.9k | 517.98 |
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| Tesla Motors (TSLA) | 11.7 | $1.0M | 2.3k | 444.72 |
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| Apple (AAPL) | 7.3 | $632k | 2.5k | 254.67 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 6.3 | $545k | +24% | 5.4k | 100.70 |
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| Costco Wholesale Corporation (COST) | 6.3 | $544k | -2% | 588.00 | 925.61 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 4.4 | $379k | +3% | 1.2k | 328.17 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.1 | $356k | 709.00 | 502.74 |
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| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 4.0 | $346k | -11% | 3.8k | 91.75 |
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| Equifax (EFX) | 3.4 | $291k | 1.1k | 256.53 |
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| Boeing Company (BA) | 2.6 | $227k | 1.1k | 215.83 |
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Past Filings by Spg Advisors
SEC 13F filings are viewable for Spg Advisors going back to 2025
- Spg Advisors 2025 Q3 filed Nov. 14, 2025
- Spg Advisors 2025 Q2 filed Aug. 18, 2025