Appalachian Capital Management

Appalachian Capital Management as of March 31, 2026

Portfolio Holdings for Appalachian Capital Management

Appalachian Capital Management holds 45 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 31.6 $40M 1.6M 25.10
Spdr Series Trust State Street Spd (SPTI) 7.7 $9.6M 335k 28.66
Schwab Strategic Tr Us Dividend Eq (SCHD) 7.7 $9.6M 312k 30.68
Spdr Series Trust State Street Spd (SPTL) 7.4 $9.2M 352k 26.30
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON) 7.1 $8.9M 360k 24.77
Harris Oakmark Etf Trust Intl Large Cap (OAKI) 6.5 $8.1M 339k 24.05
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM) 6.5 $8.1M 295k 27.57
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 5.0 $6.2M 26k 237.62
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.6 $3.3M 5.7k 577.21
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.3 $2.8M 34k 82.75
Select Sector Spdr Tr State Street Fin (XLF) 2.1 $2.7M 54k 49.37
First Tr Exchange Traded Risng Divd Achiv (RDVY) 1.3 $1.6M 24k 68.28
Boeing Company (BA) 0.9 $1.1M 5.8k 199.03
Exxon Mobil Corporation (XOM) 0.8 $960k 5.7k 169.65
Pimco Etf Tr Active Bd Etf (BOND) 0.7 $906k 9.8k 92.28
Amazon (AMZN) 0.7 $858k 4.1k 208.27
Spdr Series Trust State Street Spd (KRE) 0.6 $776k 12k 65.15
Invesco Exchange Traded Fd T Intl Divi Achi (PID) 0.5 $659k 30k 22.25
Tesla Motors (TSLA) 0.5 $652k 1.8k 371.75
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.5 $590k 25k 23.22
First Tr Exchange-traded SHS (FVD) 0.5 $584k 12k 47.03
NVIDIA Corporation (NVDA) 0.5 $562k 3.2k 174.42
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.4 $554k 7.6k 73.14
Valero Energy Corporation (VLO) 0.4 $519k 2.1k 247.08
United Ban (UBCP) 0.4 $508k 33k 15.21
Netflix (NFLX) 0.4 $466k 4.9k 96.15
WesBan (WSBC) 0.4 $465k 14k 34.49
Chevron Corporation (CVX) 0.4 $459k 2.2k 206.90
Proshares Tr Pshs Ultra Qqq (QLD) 0.4 $447k 7.3k 61.00
Invesco Actively Managed Exc Total Return (GTO) 0.3 $374k 8.0k 46.83
Microsoft Corporation (MSFT) 0.3 $339k 917.00 370.06
Eli Lilly & Co. (LLY) 0.3 $334k 363.00 919.77
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.2 $311k 672.00 463.31
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.2 $309k 8.4k 36.81
Crowdstrike Hldgs Cl A (CRWD) 0.2 $285k 731.00 390.41
Advanced Micro Devices (AMD) 0.2 $272k 1.3k 203.43
Select Sector Spdr Tr State Street Tec (XLK) 0.2 $269k 2.0k 132.87
Alphabet Cap Stk Cl C (GOOG) 0.2 $252k 880.00 286.86
BP Sponsored Adr (BP) 0.2 $235k 5.0k 47.00
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $229k 1.7k 138.36
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $228k 7.8k 29.08
Ishares Tr Ishares Semicdtr (SOXX) 0.2 $226k 689.00 328.57
Viatris (VTRS) 0.2 $225k 17k 13.51
United Bankshares (UBSI) 0.2 $207k 5.0k 41.42
Eon Resources Com Cl A (EONR) 0.0 $17k 20k 0.83