Spg Advisors as of June 30, 2025
Portfolio Holdings for Spg Advisors
Spg Advisors holds 12 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 28.3 | $2.4M | 11k | 219.39 | |
| Microsoft Corporation (MSFT) | 23.0 | $1.9M | 3.9k | 497.44 | |
| Tesla Motors (TSLA) | 8.8 | $735k | 2.3k | 317.66 | |
| Costco Wholesale Corporation (COST) | 7.1 | $596k | 602.00 | 990.52 | |
| Apple (AAPL) | 6.1 | $510k | 2.5k | 205.15 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 5.2 | $438k | 4.3k | 100.70 | |
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 4.7 | $389k | 4.2k | 91.74 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.1 | $344k | 709.00 | 485.43 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 4.1 | $340k | 1.1k | 303.93 | |
| Equifax (EFX) | 3.5 | $294k | 1.1k | 259.37 | |
| Boeing Company (BA) | 2.6 | $221k | 1.1k | 209.53 | |
| Kinder Morgan (KMI) | 2.4 | $201k | 6.8k | 29.40 |
