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SPG Advisors LLC
SPG Advisors LLC offers discretionary asset management services, including financial consultation, planning, and investment advisory services. They provide ongoing portfolio management based on client goals and risk tolerance.
Investment Strategy
Discretionary asset management with a focus on individual investment goals and risk tolerance
Latest 13F Filing Activity
SPG Advisors LLC filed their most recent 13F report on Jun 30, 2025 disclosing 12 equity positions with a total 13F market value of $8M. The fund increased holdings in Amazon Com Inc., Microsoft Corp., Tesla Inc. among other positions. SPG Advisors LLC reduced exposure to Kinder Morgan Inc. Del, Boeing Co., Equifax Inc. among others.
Top Holdings
Equity Positions (12)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AMZN | AMAZON COM INC | 28.29% | $2.4M | 10,761 | $219.39 | $219.39 | +$2.4M |
M MSFT | MICROSOFT CORP | 22.96% | $1.9M | 3,852 | $497.41 | $497.41 | +$1.9M |
T TSLA | TESLA INC | 8.81% | $735.1K | 2,314 | $317.66 | $317.66 | +$735.1K |
C COST | COSTCO WHSL CORP NEW | 7.15% | $596.3K | 602 | $989.94 | $989.94 | +$596.3K |
A AAPL | APPLE INC | 6.11% | $509.8K | 2,485 | $205.17 | $205.17 | +$509.8K |
Industry Allocation
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