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Allium Financial Advisors, LLC

All holdings · as of Dec 31, 2025

79 positions

CompanyClassValueShares% of portfolio
Netflix Inc$341.3K3,6400.3%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$332.5K1,0940.3%
SCHWAB STRATEGIC TR$307.3K10,7900.2%
CISCO SYSTEMS, INC.$299.2K3,8840.2%
LOWES COMPANIES INC$297.8K1,2350.2%
VANECK ETF TRUST$283.0K3,3000.2%
EXELIXIS, INC.$279.0K6,3660.2%
AFLAC INC$274.8K2,4920.2%
BlackRock, Inc.$271.9K2540.2%
ISHARES TR$271.5K1,2910.2%
Visa Inc$260.9K7440.2%
ADOBE INC.$260.4K7440.2%
SPDR GOLD TR$258.8K6530.2%
EXXON MOBIL CORP$256.4K2,1310.2%
ALLSTATE CORP$251.4K1,2080.2%
THE GOLDMAN SACHS GROUP, INC.$243.5K2770.2%
CITIGROUP INC$240.7K2,0630.2%
GE Vernova Inc.$234.6K3590.2%
VANECK ETF TRUST$227.2K6310.2%
ISHARES TR$216.2K2,2510.2%
RIO TINTO PLC$212.8K2,6590.2%
REGENERON PHARMACEUTICALS, INC.$211.5K2740.2%
AT&T INC.$210.3K8,4660.2%
CHEVRON CORP$204.5K1,3420.2%
CUMMINS INC$202.6K3970.2%
ISHARES TR$201.5K2,4330.2%
Cohen & Steers Real Estate Opportunities & Income FundRLTYClosed-End Fund$200.6K13,6460.2%
Energy Transfer LPETMLP$194.2K11,7770.2%
NORTHERN DYNASTY MINERALS LT$69.0K35,0000.1%
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