The Analysis of SPG ADVISORS LLC's Holdings & P&L

Currently, SPG ADVISORS LLC holds 10 types of securities in its portfolio with a total value $6.6M. In the most recent quarter, they have increased their positions in EFX (+1.1K shares, valued at $204.4K), BIL (+143 shares, valued at $13.1K), N/A (+8 shares, valued at $3.8K); decreased their positions in SGOV (-3.6K shares, valued at $366.6K), AMZN (-118 shares, valued at $24.6K), VTI (-68 shares, valued at $21.8K); initiated new positions in EFX (+1.1K shares, valued at $204.4K).

1M P&L

+421.7K+4.60%

3M P&L

+874.4K+10.03%

HY P&L

+367.1K+3.98%

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

1Internet Retail2.5M

26.4%

2Software - Infrastructure1.9M

19.8%

3N/A1.9M

19.8%

Top Industries by Stock Count

1N/A4 stocks

36.4%

2Internet Retail1 stocks

9.1%

3Consumer Electronics1 stocks

9.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AMZN AMAZON COM INC10.6K shares-1.10%2026-03-312026-05-14

MSFT MICROSOFT CORP3.8K shares-0.47%2026-03-312026-05-14

AAPL APPLE INC2.5K shares-0.32%2026-03-312026-05-14

SGOV ISHARES TR5.5K shares-39.76%2026-03-312026-05-14

COST COSTCO WHOLESALE CORPORATION537 shares-1.83%2026-03-312026-05-14

BIL SPDR SERIES TRUST4.1K shares3.65%2026-03-312026-05-14

VTI VANGUARD INDEX FDS1.0K shares-6.09%2026-03-312026-05-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL690 shares1.17%2026-03-312026-05-14

Sponsored

BA BOEING CO1.0K shares-0.47%2026-03-312026-05-14

EFX EQUIFAX INC1.1K sharesnew addition2026-03-312026-05-14

AMZN

AMAZON COM INC

-1.10%

Shares10.6K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

-0.47%

Shares3.8K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

-0.32%

Shares2.5K

Event2026-03-31

Filed2026-05-14

SGOV

ISHARES TR

-39.76%

Shares5.5K

Event2026-03-31

Filed2026-05-14

COST

COSTCO WHOLESALE CORPORATION

-1.83%

Shares537

Event2026-03-31

Filed2026-05-14

BIL

SPDR SERIES TRUST

3.65%

Shares4.1K

Event2026-03-31

Filed2026-05-14

VTI

VANGUARD INDEX FDS

-6.09%

Shares1.0K

Event2026-03-31

Filed2026-05-14

BERKSHIRE HATHAWAY INC DEL

1.17%

Shares690

Event2026-03-31

Filed2026-05-14

BOEING CO

-0.47%

Shares1.0K

Event2026-03-31

Filed2026-05-14

EFX

EQUIFAX INC

New

Shares1.1K

Event2026-03-31

Filed2026-05-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available