The Analysis of SPG ADVISORS LLC's Holdings


Currently, SPG ADVISORS LLC holds 12 types of securities in its portfolio with a total value $9.7M. In the most recent quarter, they have increased their positions in IBM (+2.7K shares, valued at $792.7K), SGOV (+3.8K shares, valued at $376.5K), SPY (+297 shares, valued at $202.6K); decreased their positions in COST (-41 shares, valued at $35.3K), N/A (-27 shares, valued at $13.6K), VTI (-38 shares, valued at $12.7K); initiated new positions in IBM (+2.7K shares, valued at $792.7K), SPY (+297 shares, valued at $202.6K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
AMZN AMAZON COM INC10.7K shares-0.04%2025-12-312026-02-13history
MSFT MICROSOFT CORP3.8K shares-0.44%2025-12-312026-02-13history
TSLA TESLA INC2.3K shares0.57%2025-12-312026-02-13history
SGOV ISHARES TR9.2K shares69.36%2025-12-312026-02-13history
IBM INTERNATIONAL BUSINESS2.7K sharesnew addition2025-12-312026-02-13history
AAPL APPLE INC2.5K shares-0.56%2025-12-312026-02-13history
COST COSTCO WHSL CORP NEW547 shares-6.97%2025-12-312026-02-13history
VTI VANGUARD INDEX FDS1.1K shares-3.29%2025-12-312026-02-13history
Sponsored
BIL SPDR SERIES TRUST3.9K shares3.87%2025-12-312026-02-13history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL682 shares-3.81%2025-12-312026-02-13history
BA BOEING CO1.1K shares0.00%2025-12-312026-02-13history
SPY SPDR S&P 500 ETF TR297 sharesnew addition2025-12-312026-02-13history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available