Sponsored
The Analysis of Price Financial Group Wealth Management, Inc's Holdings & P&L
Currently, Price Financial Group Wealth Management, Inc holds 28 types of securities in its portfolio with a total value $6.1M. In the most recent quarter, they have increased their positions in BDYN (+9.2K shares, valued at $241.1K), CVX (+1.1K shares, valued at $207.5K), SBUX (+2.0K shares, valued at $199.5K); decreased their positions in AMZN (-166 shares, valued at $41.2K), MSFT (-20 shares, valued at $8.4K), XEL (-8 shares, valued at $642.5585719598364); initiated new positions in BDYN (+9.2K shares, valued at $241.1K), CVX (+1.1K shares, valued at $207.5K), SBUX (+2.0K shares, valued at $199.5K).
1M P&L
+114.1K+2.21%
3M P&L
+327.6K+6.62%
HY P&L
+604.5K+12.93%
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/A719.9K
14.8%
2Semiconductors612.6K
12.6%
3Insurance - Life483.4K
9.9%
Top Industries by Stock Count
1N/A4 stocks
17.4%
2Semiconductors2 stocks
8.7%
3Software - Infrastructure2 stocks
8.7%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF1.1K sharesnew addition2026-03-312026-05-08
ALPHABET INC CLASS CLASS A
0.00%ALPHABET INC CLASS CLASS A
Shares1.5K
Event2026-03-31
Filed2026-05-08
AFL
0.50%AFLAC INC
Shares4.2K
Event2026-03-31
Filed2026-05-08
NVDA
3.84%NVIDIA CORP
Shares2.3K
Event2026-03-31
Filed2026-05-08
MSFT
-2.53%MICROSOFT CORP
Shares770
Event2026-03-31
Filed2026-05-08
COST
0.00%COSTCO WHSL CORP NEW
Shares292
Event2026-03-31
Filed2026-05-08
AMZN
-13.29%AMAZON.COM INC
Shares1.1K
Event2026-03-31
Filed2026-05-08
FNDE
0.00%SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF
Shares6.1K
Event2026-03-31
Filed2026-05-08
BDYN
NewBLACKROCK ISHARES DYNAMIC EQUITY ACTIVE ETF
Shares9.2K
Event2026-03-31
Filed2026-05-08
VANGUARD S&P 500 ETF
0.28%VANGUARD S&P 500 ETF
Shares357
Event2026-03-31
Filed2026-05-08
DIS
0.00%DISNEY WALT CO
Shares2.1K
Event2026-03-31
Filed2026-05-08
XEL
-0.30%XCEL ENERGY INC
Shares2.7K
Event2026-03-31
Filed2026-05-08
CVX
NewCHEVRON CORP NEW
Shares1.1K
Event2026-03-31
Filed2026-05-08
SBUX
NewSTARBUCKS CORP
Shares2.0K
Event2026-03-31
Filed2026-05-08
GEV
NewGE VERNOVA INC
Shares192
Event2026-03-31
Filed2026-05-08
META
NewMETA PLATFORMS INC CLASS CLASS A
Shares278
Event2026-03-31
Filed2026-05-08
BROADCOM INC
NewBROADCOM INC
Shares442
Event2026-03-31
Filed2026-05-08
UNH
NewUNITEDHEALTH GROUP INC
Shares514
Event2026-03-31
Filed2026-05-08
GE AEROSPACE
NewGE AEROSPACE
Shares520
Event2026-03-31
Filed2026-05-08
AAPL
NewAPPLE INC
Shares568
Event2026-03-31
Filed2026-05-08
AMD
NewADVANCED MICRO DEVIC
Shares540
Event2026-03-31
Filed2026-05-08
ABNB
NewAIRBNB INC CLASS CLASS A
Shares1.0K
Event2026-03-31
Filed2026-05-08
PANW
NewPALO ALTO NETWORKS INC
Shares791
Event2026-03-31
Filed2026-05-08
JNJ
NewJOHNSON & JOHNSON
Shares545
Event2026-03-31
Filed2026-05-08
VTI
NewVANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES
Shares341
Event2026-03-31
Filed2026-05-08
STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF
NewSTATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF
Shares1.1K
Event2026-03-31
Filed2026-05-08
BA
NewBOEING CO
Shares507
Event2026-03-31
Filed2026-05-08
XLF
NewSTATE STREET FINANCIAL SELECT SECTOR SPDR ETF
Shares2.1K
Event2026-03-31
Filed2026-05-08
CSCO
NewCISCO SYS INC
Shares1.2K
Event2026-03-31
Filed2026-05-08
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available