Managed by Consolidated Planning Corp • Latest filing Q1 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $64.9M | 1.82M | 0.00% | — |
| 2 | A AMPY — | $55M | 1.23M | 0.00% | — |
| 3 | ? N/A — | $54.6M | 491.2K | 0.00% | — |
| 4 | ? N/A — | $54.5M | 488.0K | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
—
| $52.3M |
| 481.2K |
| 0.00% |
| — |
| 6 | ? N/A — | $51.9M | 1.36M | 0.00% | — |
| 7 | ? N/A — | $51.1M | 1.36M | 0.00% | — |
| 8 | ? N/A — | $47.8M | 1.36M | 0.00% | — |
| 9 | ? N/A — | $47M | 1.41M | 0.00% | — |
| 10 | ? N/A — | $44.4M | 1.38M | 0.00% | — |
| 11 | A AMPY — | $40.3M | 1.10M | 0.00% | — |
| 12 | C | $38.4M | 1.30M | 0.00% | — |
| 13 | H | $38.4M | 2.02M | 0.00% | — |
| 14 | A AMPY — | $37.9M | 1.05M | 0.00% | — |
| 15 | A AMPY — | $37.7M | 1.08M | 0.00% | — |
| 16 | C | $37.7M | 1.27M | 0.00% | — |
| 17 | C | $36.8M | 1.24M | 0.00% | — |
| 18 | H | $36.6M | 1.91M | 0.00% | — |
| 19 | I IAU — | $35.1M | 371.1K | 0.00% | — |
| 20 | H | $34.8M | 1.82M | 0.00% | — |