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The Analysis of STUART INVESTMENT ADVISORS, INC.'s Holdings & P&L

Currently, STUART INVESTMENT ADVISORS, INC. holds 27 types of securities in its portfolio with a total value $228.9M. In the most recent quarter, they have increased their positions in VTI (+337.9K shares, valued at $108.4M), N/A (+6.1K shares, valued at $2.9M), AMZN (+6.8K shares, valued at $1.4M); decreased their positions in N/A (-31.8K shares, valued at $2.8M), N/A (-225 shares, valued at $134.4K), VOT (-80 shares, valued at $20.6K); initiated new positions in VTI (+337.9K shares, valued at $108.4M), N/A (+6.1K shares, valued at $2.9M), AMZN (+6.8K shares, valued at $1.4M).

1M P&L

+7.3M+4.45%

3M P&L

+10.3M+6.33%

HY P&L

+18.8M+12.23%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A144.5M

93.3%

2Asset Management2.8M

1.8%

3Oil & Gas Integrated2.4M

1.6%

Top Industries by Stock Count

1N/A12 stocks

50.0%

2Oil & Gas Integrated2 stocks

8.3%

3Drug Manufacturers - General2 stocks

8.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS337.9K sharesnew addition2026-03-312026-04-21

ISHARES GOLD TR ISHARES GOLD TR528.8K shares-5.68%2026-03-312026-04-21

VXUS VANGUARD STAR FDS376.1K shares1.16%2026-03-312026-04-21

VANGUARD INDEX FDS VANGUARD INDEX FDS41.0K shares-0.55%2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL6.1K sharesnew addition2026-03-312026-04-21

RJF RAYMOND JAMES FINL INC19.1K shares0.00%2026-03-312026-04-21

XOM EXXON MOBIL CORP13.0K shares0.49%2026-03-312026-04-21

VOT VANGUARD INDEX FDS7.4K shares-1.07%2026-03-312026-04-21

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IAUM ISHARES GOLD TR32.9K shares37.04%2026-03-312026-04-21

AMZN AMAZON COM INC6.8K sharesnew addition2026-03-312026-04-21

ET ENERGY TRANSFER L P54.9K sharesnew addition2026-03-312026-04-21

MSFT MICROSOFT CORP2.6K shares64.81%2026-03-312026-04-21

GLD SPDR GOLD TR1.5K shares18.35%2026-03-312026-04-21

SCHX SCHWAB STRATEGIC TR24.6K sharesnew addition2026-03-312026-04-21

FNDF SCHWAB STRATEGIC TR11.9K sharesnew addition2026-03-312026-04-21

VYMI VANGUARD WHITEHALL FDS6.0K sharesnew addition2026-03-312026-04-21

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VEU VANGUARD INTL EQUITY INDEX F6.0K shares0.15%2026-03-312026-04-21

VIGI VANGUARD WHITEHALL FDS5.0K sharesnew addition2026-03-312026-04-21

JNJ JOHNSON & JOHNSON1.5K shares0.00%2026-03-312026-04-21

ADP AUTOMATIC DATA PROCESSING IN1.5K shares0.00%2026-03-312026-04-21

RTX RTX CORPORATION1.5K shares0.00%2026-03-312026-04-21

GILD GILEAD SCIENCES INC2.0K sharesnew addition2026-03-312026-04-21

AAPL APPLE INC1.0K shares0.10%2026-03-312026-04-21

VGK VANGUARD INTL EQUITY INDEX F2.6K sharesnew addition2026-03-312026-04-21

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CVX CHEVRON CORPORATION1.0K sharesnew addition2026-03-312026-04-21

VOX VANGUARD WORLD FD1.1K sharesnew addition2026-03-312026-04-21

AMD ADVANCED MICRO DEVICES INC988 shares0.00%2026-03-312026-04-21

VTI

VANGUARD INDEX FDS

New

Shares337.9K

Event2026-03-31

Filed2026-04-21

ISHARES GOLD TR

-5.68%

Shares528.8K

Event2026-03-31

Filed2026-04-21

VXUS

VANGUARD STAR FDS

1.16%

Shares376.1K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

-0.55%

Shares41.0K

Event2026-03-31

Filed2026-04-21

BERKSHIRE HATHAWAY INC DEL

New

Shares6.1K

Event2026-03-31

Filed2026-04-21

RJF

RAYMOND JAMES FINL INC

0.00%

Shares19.1K

Event2026-03-31

Filed2026-04-21

XOM

EXXON MOBIL CORP

0.49%

Shares13.0K

Event2026-03-31

Filed2026-04-21

VOT

VANGUARD INDEX FDS

-1.07%

Shares7.4K

Event2026-03-31

Filed2026-04-21

IAUM

ISHARES GOLD TR

37.04%

Shares32.9K

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC

New

Shares6.8K

Event2026-03-31

Filed2026-04-21

ENERGY TRANSFER L P

New

Shares54.9K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

64.81%

Shares2.6K

Event2026-03-31

Filed2026-04-21

GLD

SPDR GOLD TR

18.35%

Shares1.5K

Event2026-03-31

Filed2026-04-21

SCHX

SCHWAB STRATEGIC TR

New

Shares24.6K

Event2026-03-31

Filed2026-04-21

FNDF

SCHWAB STRATEGIC TR

New

Shares11.9K

Event2026-03-31

Filed2026-04-21

VYMI

VANGUARD WHITEHALL FDS

New

Shares6.0K

Event2026-03-31

Filed2026-04-21

VEU

VANGUARD INTL EQUITY INDEX F

0.15%

Shares6.0K

Event2026-03-31

Filed2026-04-21

VIGI

VANGUARD WHITEHALL FDS

New

Shares5.0K

Event2026-03-31

Filed2026-04-21

JNJ

JOHNSON & JOHNSON

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-21

ADP

AUTOMATIC DATA PROCESSING IN

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-21

RTX

RTX CORPORATION

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-21

GILD

GILEAD SCIENCES INC

New

Shares2.0K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

0.10%

Shares1.0K

Event2026-03-31

Filed2026-04-21

VGK

VANGUARD INTL EQUITY INDEX F

New

Shares2.6K

Event2026-03-31

Filed2026-04-21

CVX

CHEVRON CORPORATION

New

Shares1.0K

Event2026-03-31

Filed2026-04-21

VOX

VANGUARD WORLD FD

New

Shares1.1K

Event2026-03-31

Filed2026-04-21

AMD

ADVANCED MICRO DEVICES INC

0.00%

Shares988

Event2026-03-31

Filed2026-04-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available

STUART INVESTMENT ADVISORS, INC. Institutional Holdings, Portfolio & P&L — TradeFomo