SPG ADVISORS LLC
CIK: 0001843253SEC EDGAR →
Portfolio Value
$9.7M
Holdings
12
As of
Q4 2025
New Positions
0
Closed Positions
1
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | AMAZON COM INC | 10,721 | $2.5M | 25.43% |
| 2 | MICROSOFT CORP | 3,841 | $1.9M | 19.09% |
| 3 | TESLA INC | 2,299 | $1.0M | 10.62% |
| 4 | ISHARES TR | 9,159 | $919K | 9.45% |
| 5 | INTERNATIONAL BUSINESS | 2,676 | $792K | 8.14% |
| 6 | APPLE INC | 2,469 | $671K | 6.90% |
| 7 | COSTCO WHSL CORP NEW | 547 | $471K | 4.84% |
| 8 | VANGUARD INDEX FDS | 1,117 | $374K | 3.84% |
| 9 | SPDR SERIES TRUST | 3,916 | $357K | 3.67% |
| 10 | BERKSHIRE HATHAWAY INC DEL | 682 | $342K | 3.52% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Consumer Cyclical | 2 | $3.5M | 36.1% |
| Technology | 3 | $3.3M | 34.2% |
| Financial Services | 4 | $1.9M | 19.1% |
| Consumer Defensive | 1 | $471K | 4.8% |
| Unknown | 1 | $342K | 3.5% |
| Industrials | 1 | $228K | 2.3% |