MW Advisory, LLC
$250M
108
47.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 KO | $62.2M | 24.85% | 0.02% | New | Q2 2026 |
 JBI | $12.1M | 4.84% | 1.60% | New | Q2 2026 |
 NVDA | $10.8M | 4.31% | 0.00% | New | Q2 2026 |
 AAPL | $7.91M | 3.16% | 0.00% | New | Q2 2026 |
 MSFT | $7.87M | 3.14% | 0.00% | New | Q2 2026 |
 GOOGL | $4.1M | 1.64% | 0.00% | New | Q2 2026 |
| GOOG | $3.94M | 1.57% | Not reported | New | Q2 2026 |
 TSM | $3.87M | 1.55% | 0.00% | New | Q2 2026 |
 AMZN | $3.6M | 1.44% | 0.00% | New | Q2 2026 |
 SPY | $3.55M | 1.42% | Not reported | New | Q2 2026 |
 LLY | $2.99M | 1.19% | 0.00% | New | Q2 2026 |
 AVGO | $2.88M | 1.15% | 0.00% | New | Q2 2026 |
 META | $2.76M | 1.10% | Not reported | New | Q2 2026 |
 MS | $2.22M | 0.89% | 0.00% | New | Q2 2026 |
 EMXC | $2.15M | 0.86% | Not reported | New | Q2 2026 |
 BRK.B | $2.11M | 0.84% | Not reported | New | Q2 2026 |
 VYM | $1.81M | 0.72% | Not reported | New | Q2 2026 |
 TSLA | $1.78M | 0.71% | 0.00% | New | Q2 2026 |
 V | $1.77M | 0.71% | 0.00% | New | Q2 2026 |
 COST | $1.51M | 0.60% | 0.00% | New | Q2 2026 |
 AMAT | $1.45M | 0.58% | 0.00% | New | Q2 2026 |
 MU | $1.43M | 0.57% | 0.00% | New | Q2 2026 |
 LRCX | $1.38M | 0.55% | 0.00% | New | Q2 2026 |
 AMD | $1.38M | 0.55% | 0.00% | New | Q2 2026 |
 ASML | $1.37M | 0.55% | 0.00% | New | Q2 2026 |
 HD | $1.35M | 0.54% | 0.00% | New | Q2 2026 |
 SNDK | $1.34M | 0.54% | 0.00% | New | Q2 2026 |
 WMT | $1.31M | 0.52% | 0.00% | New | Q2 2026 |
 WDC | $1.23M | 0.49% | 0.00% | New | Q2 2026 |
 JNJ | $1.13M | 0.45% | 0.00% | New | Q2 2026 |
 AMGN | $1.05M | 0.42% | 0.00% | New | Q2 2026 |
 ABBV | $1.05M | 0.42% | 0.00% | New | Q2 2026 |
 AFL | $843K | 0.34% | 0.00% | New | Q2 2026 |
 GPN | $814K | 0.33% | 0.00% | New | Q2 2026 |
 NFLX | $813K | 0.33% | 0.00% | New | Q2 2026 |
 CAT | $766K | 0.31% | 0.00% | New | Q2 2026 |
 APH | $754K | 0.30% | 0.00% | New | Q2 2026 |
 ANET | $706K | 0.28% | 0.00% | New | Q2 2026 |
 MA | $691K | 0.28% | 0.00% | New | Q2 2026 |
 CCEP | $690K | 0.28% | 0.00% | New | Q2 2026 |
 CSCO | $657K | 0.26% | 0.00% | New | Q2 2026 |
 GE | $650K | 0.26% | 0.00% | New | Q2 2026 |
 JPM | $636K | 0.25% | 0.00% | New | Q2 2026 |
 ASX | $635K | 0.25% | 0.00% | New | Q2 2026 |
 KLAC | $624K | 0.25% | 0.00% | New | Q2 2026 |
 TFC | $605K | 0.24% | 0.00% | New | Q2 2026 |
 NVS | $601K | 0.24% | 0.00% | New | Q2 2026 |
 XOM | $571K | 0.23% | 0.00% | New | Q2 2026 |
 LIN | $543K | 0.22% | 0.00% | New | Q2 2026 |
 GEV | $511K | 0.20% | 0.00% | New | Q2 2026 |