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CIK: 0001843253
Total reported value
$5.6M
$5.6M
12 檔
127.5%
In Q4 2025, Spg Advisors LLC's U.S. equity holdings reached a combined market value of $5.6M, distributed across 12 disclosed stock positions.
Spg Advisors LLC executed strategic sector rebalancing during Q4 2025, establishing 2 new positions while fully exiting 1 holdings and trimming 6 positions.
In terms of portfolio concentration, the top 5 core holdings (including AMZN, MSFT, TSLA) accounted for 127.5% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 25.44% | -4.35% | -0.04% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 19.10% | -18.13% | EXIT | |
| 3 | TSLA | Tesla Inc | Stock-Consumer Disc | 10.63% | — | +0.57% | |
| 4 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 9.45% | +0.29% | +69.36% | |
| 5 | IBM | Intl Business Machines CORP | Stock-Tech | 8.15% | +13.56% | NEW | |
| 6 | AAPL | Apple Inc | Stock-Tech | 6.90% | +2.91% | -0.56% | |
| 7 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 4.85% | +0.72% | -6.97% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.85% | +1.87% | -3.29% | |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 3.68% | +0.16% | +3.87% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.52% | +1.10% | -3.81% | |
| 11 | BA | Boeing Co/the | Stock-Industrials | 2.35% | +0.91% | — | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.08% | +4.05% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +3.2% | +69.36% | Add |
| 2 | BA | Boeing Co/the | -0.3% | — | Unchanged |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.3% | +3.87% | Add |
| 4 | AAPL | Apple Inc | -0.4% | -0.56% | Trim |
| 5 | VTI | Vanguard Total Stock Mkt ETF | -0.5% | -3.29% | Trim |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | -0.6% | -3.81% | Trim |
| 7 | TSLA | Tesla Inc | -1.1% | +0.57% | Add |
| 8 | COST | Costco Wholesale CORP | -1.4% | -6.97% | Trim |
| 9 | AMZN | Amazon.com Inc | -1.7% | -0.04% | Trim |
| 10 | MSFT | Microsoft CORP | -3.9% | -0.44% | Trim |
| 11 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 12 | EFX | Equifax Inc | — | EXIT | Sold out |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
According to official SEC Form 13F filings, Spg Advisors LLC reported a total U.S. public equity portfolio value of $5.6M across 12 disclosed positions in Q4 2025.
During Q4 2025, Spg Advisors LLC's top holdings by market value included AMZN (25.4%)、MSFT (19.1%)、TSLA (10.6%). The largest single position, AMZN, represented 25.4% of total portfolio value.
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Top New Position Initiated
IBM
市值: $792.7K
Top Position Liquidated / Trimmed
EFX
前期市值: $291.2K
In Q4 2025, Spg Advisors LLC made 12 total portfolio adjustments, initiating 2 new buys, adding to 3 positions, trimming 6 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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