Holdings
Portfolio Resources Advisor Group, Inc.
As of Jun 30, 2026, Portfolio Resources Advisor Group, Inc. reported 8 positions worth US$2.04M. Largest: Welltower Inc., Apple Inc and Digital Realty Trust, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Welltower Inc. | 2,218 | US$503K | −13 | Jun 30, 2026 |
| Apple Inc | 1,334 | US$386K | +119 | Jun 30, 2026 |
| Digital Realty Trust, Inc. | 1,627 | US$292K | +124 | Jun 30, 2026 |
| Prologis, Inc. | 1,693 | US$229K | −35 | Jun 30, 2026 |
| Nvidia Corporation | 1,087 | US$217K | new | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 575 | US$206K | new | Jun 30, 2026 |
| Blackberry Limited | 12,183 | US$154K | no change | Jun 30, 2026 |
| Ambev Sa | 17,782 | US$55,998 | +194 | Jun 30, 2026 |