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SPWM Advisors LLC

All holdings · as of Dec 31, 2025

90 positions

CompanyClassValueShares% of portfolio
TRX GOLD CORPORATION$50.6K55,0000.0%
DENISON MINES CORP.$53.2K20,0100.1%
NOVAGOLD RESOURCES INCNGCommon Stock$93.3K10,0100.1%
FORTUNA MINING CORP.$98.2K10,0100.1%
LLOYDS BANKING GROUP PLC$170.0K32,0710.2%
SHOPIFY INC$205.4K1,2760.2%
ENBRIDGE INC$213.6K4,4650.2%
ISHARES TR$224.5K1,8680.2%
Duke Energy Corp$228.0K1,9450.2%
ISHARES TR$245.2K3,7150.2%
AUTONATION, INC.$249.4K1,2080.2%
EBAY INC$250.6K2,8770.2%
FIRST MAJESTIC SILVER CORP$252.6K15,1640.2%
EA SERIES TRUST$268.6K13,3630.3%
Walmart Inc.$271.7K2,4380.3%
ISHARES TR$276.8K1,6490.3%
ECOLAB INC.$303.0K1,1540.3%
EA SERIES TRUST$329.0K9,1600.3%
VEEVA SYSTEMS INC$331.9K1,4870.3%
WASTE MANAGEMENT INC$340.5K1,5500.3%
Dexcom Inc$340.9K5,1360.3%
VANGUARD INDEX FDS$350.5K5590.3%
SCHWAB STRATEGIC TR$350.8K14,5910.3%
SPROTT ASSET MANAGEMENT LP$354.8K15,0000.3%
VANGUARD INDEX FDS$359.3K1,8810.3%
SANOFI$393.5K8,1190.4%
COSTCO WHOLESALE CORP /NEW$400.6K4650.4%
BANK OF AMERICA CORP /DE$420.1K7,6380.4%
ORACLE CORP$456.3K2,3410.4%
VANECK ETF TRUST$465.4K4,0900.4%
MASCO CORP /DE$482.7K7,6060.5%
DIAGEO PLC$515.3K5,9730.5%
ROYAL GOLD INC$515.3K2,3180.5%
EA SERIES TRUST$539.9K26,6730.5%
RTX Corp$541.1K2,9500.5%
CarMax Inc$556.1K14,3930.5%
Cencora Inc$556.8K1,6490.5%
MCKESSON CORP$559.8K6820.5%
Air Products & Chemicals, Inc.$563.6K2,2820.5%
EA SERIES TRUST$579.9K13,1540.6%
Tesla Inc$583.7K1,2980.6%
ADOBE INC.$592.9K1,6940.6%
ConocoPhillips$603.1K6,4420.6%
OMNICOM GROUP INC.$622.2K7,7050.6%
Autodesk, Inc.$625.8K2,1140.6%
UNILEVER PLC$633.0K9,6790.6%
Bank of New York Mellon Corp/The$652.9K5,6240.6%
Airbnb, Inc.$671.3K4,9460.6%
ANALOG DEVICES INC$679.2K2,5040.7%
GENERAL DYNAMICS CORP$690.9K2,0520.7%
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