WS Portfolio Advisory, LLC

data from 31/03/2026

Capitalization

$ 3.223 M

78.72%

Performance

$ 177.719 M

55.15%

Average holding period

2 years

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in WS Portfolio Advisory, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2026/03/31 META META PLATFORMS INC 8.88% 286.065 K $ 500 2024/12/31 -10.731 K $ -13.33 %
2026/03/31 NVDA NVIDIA CORPORATION 8.66% 279.040 K $ 1600 2024/12/31 -7.635 K $ -6.49 %
2026/03/31 MU MICRON TECHNOLOGY INC 7.86% 253.380 K $ 750 2026/03/31 0.000 $ 0.00 %
2026/03/31 AMZN AMAZON COM INC 6.79% 218.684 K $ 1050 2024/12/31 -8.366 K $ -9.77 %
2026/03/31 MSFT MICROSOFT CORP 5.75% 185.455 K $ 501 2024/12/31 -17.698 K $ -23.46 %
2026/03/31 AGI ALAMOS GOLD INC 4.83% 155.549 K $ 3501 2026/03/31 0.000 $ 0.00 %
2026/03/31 AEM AGNICO EAGLE MINES LTD 4.72% 152.235 K $ 750 2026/03/31 0.000 $ 0.00 %
2026/03/31 NEM NEWMONT CORP 4.70% 151.550 K $ 1400 2026/03/31 0.000 $ 0.00 %
2026/03/31 AVGO BROADCOM INC 4.32% 139.280 K $ 450 2026/03/31 0.000 $ 0.00 %
2026/03/31 ORCL ORACLE CORP 4.11% 132.399 K $ 900 2026/03/31 0.000 $ 0.00 %
2026/03/31 MA MASTERCARD INCORPORATED 3.88% 124.915 K $ 250 2026/03/31 0.000 $ 0.00 %
2026/03/31 GOOGL ALPHABET INC 3.75% 120.775 K $ 420 2026/03/31 0.000 $ 0.00 %
2026/03/31 AMD ADVANCED MICRO DEVICES INC 3.16% 101.715 K $ 500 2026/03/31 0.000 $ 0.00 %
2026/03/31 TSM TAIWAN SEMICONDUCTOR MANUFAC 3.15% 101.385 K $ 300 2024/12/31 14.679 K $ 11.21 %
2026/03/31 V VISA INC 2.81% 90.672 K $ 300 2026/03/31 0.000 $ 0.00 %
2026/03/31 NFLX NETFLIX INC. 2.39% 76.920 K $ 800 2026/03/31 0.000 $ 0.00 %
2026/03/31 APH AMPHENOL CORP 2.35% 75.810 K $ 600 2025/03/31 -9.554 K $ -6.50 %
2026/03/31 CPAY CORPAY INC 2.26% 72.748 K $ 250 2024/12/31 -2.087 K $ -3.30 %
2026/03/31 GEV GE VERNOVA INC 2.17% 69.832 K $ 80 2026/03/31 0.000 $ 0.00 %
2026/03/31 BP BP PLC 1.75% 56.400 K $ 1200 2026/03/31 0.000 $ 0.00 %
2026/03/31 LLY ELI LILLY & CO 1.71% 55.186 K $ 60 2024/12/31 -10.998 K $ -14.41 %
2026/03/31 BSX BOSTON SCIENTIFIC CORP 1.46% 47.063 K $ 750 2026/03/31 0.000 $ 0.00 %
2026/03/31 SPGI S&P GLOBAL INC 1.32% 42.534 K $ 100 2024/12/31 -11.864 K $ -18.61 %
2026/03/31 CART MAPLEBEAR INC 1.10% 35.587 K $ 950 2026/03/31 0.000 $ 0.00 %
2026/03/31 LRCX LAM RESEARCH CORP 1.06% 34.186 K $ 160 2026/03/31 0.000 $ 0.00 %
2026/03/31 AMAT APPLIED MATLS INC 1.06% 34.179 K $ 100 2026/03/31 0.000 $ 0.00 %
2026/03/31 AJG GALLAGHER ARTHUR J & CO 1.01% 32.487 K $ 150 2026/03/31 0.000 $ 0.00 %
2026/03/31 EQT EQT CORP 0.99% 31.820 K $ 500 2026/03/31 0.000 $ 0.00 %
2026/03/31 LNG CHENIERE ENERGY INC 0.88% 28.376 K $ 100 2025/12/31 28.419 K $ 45.97 %
2026/03/31 MCO MOODYS CORP 0.68% 21.813 K $ 50 2026/03/31 0.000 $ 0.00 %
2026/03/31 ALK ALASKA AIR GROUP INC 0.46% 14.712 K $ 400 2026/03/31 0.000 $ 0.00 %
2026/03/31 ELV ELEVANCE HEALTH INC FORMERLY 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2026/03/31 UNH UNITEDHEALTH GROUP INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2026/03/31 SGOV ISHARES TR 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2026/03/31 PHYS SPROTT ASSET MANAGEMENT LP 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2026/03/31 WAL WESTERN ALLIANCE BANCORP 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %