Fairvoy Private Wealth, LLC

data from 31/12/2025

Capitalization

$ 446.660 M 1.71 %

Average holding period

4 ans

Performance

$ 34.126 M 9.21 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Fairvoy Private Wealth, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/12/31 INVESCO EXCHANGE TRADED FD T 5.19% 23.178 M $ 120994 2024/12/31 222.755 K $ 0.98 %
2025/12/31 ISHARES TR 4.01% 17.933 M $ 26181 2024/12/31 406.117 K $ 2.34 %
2025/12/31 PGIM ETF TR 3.37% 15.068 M $ 303859 2024/12/31 -71.507 K $ -0.48 %
2025/12/31 FIRST TR EXCHANGE-TRADED FD 3.34% 14.926 M $ 298570 2024/12/31 58.782 K $ 0.40 %
2025/12/31 ISHARES TR 3.30% 14.737 M $ 133792 2024/12/31 -46.340 K $ -0.31 %
2025/12/31 FIRST TR EXCHANGE-TRADED FD 3.18% 14.199 M $ 309472 2024/12/31 12.336 K $ 0.09 %
2025/12/31 APPLE INC 2.93% 13.083 M $ 48124 2024/12/31 838.205 K $ 6.77 %
2025/12/31 SELECT SECTOR SPDR TR 2.71% 12.085 M $ 83939 2024/12/31 -5.717 M $ -48.92 %
2025/12/31 FIRST TR EXCHANGE-TRADED FD 2.60% 11.614 M $ 303071 2024/12/31 88.395 K $ 0.79 %
2025/12/31 FIRST TR VALUE LINE DIVID IN 2.52% 11.252 M $ 244182 2024/12/31 -38.173 K $ -0.35 %
2025/12/31 SOUTHERN CO 2.24% 10.025 M $ 114962 2024/12/31 -880.973 K $ -7.99 %
2025/12/31 MICROSOFT CORP 2.12% 9.482 M $ 19605 2024/12/31 -670.990 K $ -6.63 %
2025/12/31 AMAZON COM INC 2.11% 9.438 M $ 40891 2024/12/31 454.533 K $ 5.12 %
2025/12/31 GENUINE PARTS CO 1.87% 8.363 M $ 68018 2024/12/31 -1.066 M $ -11.28 %
2025/12/31 BROADCOM INC 1.77% 7.926 M $ 22902 2024/12/31 378.360 K $ 4.91 %
2025/12/31 ISHARES TR 1.76% 7.878 M $ 52981 2024/12/31 167.215 K $ 2.09 %
2025/12/31 ALPHABET INC 1.70% 7.606 M $ 24299 2024/12/31 1.703 M $ 28.76 %
2025/12/31 ISHARES TR 1.58% 7.073 M $ 83568 2024/12/31 169.706 K $ 2.49 %
2025/12/31 WALMART INC 1.53% 6.847 M $ 61459 2024/12/31 510.351 K $ 8.10 %
2025/12/31 ISHARES TR 1.49% 6.670 M $ 60531 2024/12/31 -77.582 K $ -1.15 %
2025/12/31 NVIDIA CORPORATION 1.49% 6.641 M $ 35609 2024/12/31 -2.808 K $ -0.04 %
2025/12/31 INVESCO QQQ TR 1.45% 6.486 M $ 10558 2024/12/31 144.575 K $ 2.33 %
2025/12/31 CUMMINS INC 1.31% 5.850 M $ 11461 2024/12/31 1.004 M $ 20.86 %
2025/12/31 INTERNATIONAL BUSINESS MACHS 1.27% 5.670 M $ 19141 2024/12/31 267.076 K $ 4.98 %
2025/12/31 ISHARES TR 1.19% 5.328 M $ 21284 2024/12/31 -129.038 K $ -2.39 %
2025/12/31 EXXON MOBIL CORP 1.19% 5.295 M $ 43997 2024/12/31 331.789 K $ 6.73 %
2025/12/31 UBER TECHNOLOGIES INC 1.15% 5.135 M $ 62849 2024/12/31 -997.095 K $ -16.60 %
2025/12/31 KLA CORP 0.99% 4.414 M $ 3633 2025/06/30 489.316 K $ 12.65 %
2025/12/31 GENERAL DYNAMICS CORP 0.98% 4.394 M $ 13053 2024/12/31 -56.367 K $ -1.28 %
2025/12/31 TJX COS INC NEW 0.97% 4.346 M $ 28292 2024/12/31 254.250 K $ 6.28 %
2025/12/31 META PLATFORMS INC 0.93% 4.147 M $ 6283 2024/12/31 -465.141 K $ -10.11 %
2025/12/31 COSTCO WHSL CORP NEW 0.87% 3.867 M $ 4484 2024/12/31 -280.431 K $ -6.83 %
2025/12/31 ABBOTT LABS 0.85% 3.780 M $ 30172 2024/12/31 -258.937 K $ -6.46 %
2025/12/31 PROGRESSIVE CORP 0.81% 3.614 M $ 15871 2024/12/31 -298.680 K $ -7.79 %
2025/12/31 ELI LILLY & CO 0.79% 3.518 M $ 3273 2024/12/31 1.022 M $ 40.86 %
2025/12/31 MCDONALDS CORP 0.79% 3.509 M $ 11482 2024/12/31 19.647 K $ 0.57 %
2025/12/31 WYNN RESORTS LTD 0.75% 3.366 M $ 27970 2025/12/31 0.000 $ 0.00 %
2025/12/31 SELECT SECTOR SPDR TR 0.70% 3.122 M $ 26519 2024/12/31 -16.855 K $ -0.55 %
2025/12/31 SELECT SECTOR SPDR TR 0.67% 3.000 M $ 25121 2024/12/31 -1.472 M $ -50.17 %
2025/12/31 INCYTE CORP 0.67% 2.980 M $ 30169 2025/09/30 74.043 K $ 16.46 %
2025/12/31 AMETEK INC 0.67% 2.973 M $ 14482 2024/12/31 247.031 K $ 9.21 %
2025/12/31 ESSENT GROUP LTD 0.66% 2.963 M $ 45580 2025/03/31 64.877 K $ 2.28 %
2025/12/31 CELSIUS HLDGS INC 0.66% 2.953 M $ 64558 2025/09/30 -132.974 K $ -20.44 %
2025/12/31 SERVICENOW INC 0.65% 2.914 M $ 19025 2025/09/30 -566.879 K $ -83.35 %
2025/12/31 SELECT SECTOR SPDR TR 0.61% 2.702 M $ 49337 2024/12/31 43.130 K $ 1.67 %
2025/12/31 MICROCHIP TECHNOLOGY INC. 0.59% 2.627 M $ 41231 2025/03/31 -20.369 K $ -0.78 %
2025/12/31 SELECT SECTOR SPDR TR 0.58% 2.595 M $ 16766 2024/12/31 259.145 K $ 11.23 %
2025/12/31 ISHARES TR 0.58% 2.569 M $ 20839 2024/12/31 53.665 K $ 2.10 %
2025/12/31 TEXAS ROADHOUSE INC 0.57% 2.529 M $ 15237 2025/03/31 -2.435 K $ -0.10 %
2025/12/31 LEIDOS HOLDINGS INC 0.56% 2.489 M $ 13796 2025/09/30 -100.682 K $ -4.53 %
2025/12/31 CROWDSTRIKE HLDGS INC 0.54% 2.432 M $ 5188 2024/12/31 -110.110 K $ -4.41 %
2025/12/31 NRG ENERGY INC 0.47% 2.095 M $ 13157 2025/03/31 -35.232 K $ -1.67 %
2025/12/31 SHOPIFY INC 0.44% 1.966 M $ 12215 2025/06/30 141.521 K $ 8.32 %
2025/12/31 T-MOBILE US INC 0.41% 1.809 M $ 8910 2024/12/31 -317.596 K $ -15.18 %
2025/12/31 SELECT SECTOR SPDR TR 0.40% 1.789 M $ 41905 2024/12/31 -945.471 K $ -51.05 %
2025/12/31 SELECT SECTOR SPDR TR 0.40% 1.779 M $ 11467 2024/12/31 9.294 K $ 0.58 %
2025/12/31 GLOBE LIFE INC 0.38% 1.717 M $ 12279 2024/12/31 -38.294 K $ -2.18 %
2025/12/31 JPMORGAN CHASE & CO. 0.38% 1.681 M $ 5218 2024/12/31 35.457 K $ 2.15 %
2025/12/31 ALPHABET INC 0.37% 1.656 M $ 5276 2024/12/31 357.010 K $ 28.84 %
2025/12/31 BLACKROCK ETF TRUST 0.36% 1.627 M $ 26750 2024/12/31 42.471 K $ 2.72 %
2025/12/31 FIDELITY COVINGTON TRUST 0.36% 1.604 M $ 29242 2024/12/31 35.855 K $ 2.20 %
2025/12/31 AXON ENTERPRISE INC 0.35% 1.544 M $ 2719 2025/03/31 -422.331 K $ -20.86 %
2025/12/31 SUPER MICRO COMPUTER INC 0.34% 1.505 M $ 51402 2025/09/30 -157.910 K $ -38.94 %
2025/12/31 AGNICO EAGLE MINES LTD 0.33% 1.485 M $ 8757 2025/06/30 8.315 K $ 0.58 %
2025/12/31 DOLLAR GEN CORP NEW 0.33% 1.482 M $ 11165 2025/03/31 317.118 K $ 28.47 %
2025/12/31 NEXTERA ENERGY INC 0.32% 1.442 M $ 17959 2024/12/31 87.192 K $ 6.35 %
2025/12/31 ISHARES TR 0.32% 1.440 M $ 7249 2024/12/31 40.446 K $ 2.12 %
2025/12/31 TRIMTABS ETF TR 0.32% 1.423 M $ 19939 2024/12/31 -11.990 K $ -0.83 %
2025/12/31 NETFLIX INC 0.32% 1.416 M $ 15106 2024/12/31 -1.849 M $ -92.18 %
2025/12/31 ISHARES TR 0.32% 1.410 M $ 2979 2024/12/31 14.597 K $ 1.05 %
2025/12/31 3M CO 0.30% 1.335 M $ 8339 2024/12/31 39.074 K $ 3.17 %
2025/12/31 BLACKROCK ETF TRUST II 0.29% 1.298 M $ 25567 2025/12/31 0.000 $ 0.00 %
2025/12/31 BLACKROCK ETF TRUST II 0.29% 1.294 M $ 24525 2024/12/31 -11.162 K $ -0.88 %
2025/12/31 WILLIAMS COS INC 0.29% 1.290 M $ 21454 2025/03/31 -67.029 K $ -5.11 %
2025/12/31 CHEVRON CORP NEW 0.28% 1.239 M $ 8131 2024/12/31 -24.460 K $ -1.86 %
2025/12/31 ISHARES TR 0.28% 1.229 M $ 5844 2024/12/31 39.505 K $ 3.32 %
2025/12/31 COCA COLA CO 0.26% 1.163 M $ 16634 2024/12/31 50.547 K $ 5.41 %
2025/12/31 AFFIRM HLDGS INC 0.26% 1.144 M $ 15372 2025/09/30 22.561 K $ 1.85 %
2025/12/31 ISHARES INC 0.26% 1.140 M $ 16954 2024/12/31 19.281 K $ 1.97 %
2025/12/31 TOAST INC 0.25% 1.127 M $ 31729 2024/12/31 -30.054 K $ -2.74 %
2025/12/31 CATERPILLAR INC 0.25% 1.127 M $ 1967 2024/12/31 196.307 K $ 20.04 %
2025/12/31 URBAN OUTFITTERS INC 0.25% 1.122 M $ 14914 2025/06/30 54.286 K $ 5.36 %
2025/12/31 FIDELITY MERRIMACK STR TR 0.25% 1.118 M $ 24289 2024/12/31 -4.425 K $ -0.43 %
2025/12/31 F5 INC 0.25% 1.109 M $ 4346 2024/12/31 -296.650 K $ -21.02 %
2025/12/31 ISHARES TR 0.25% 1.094 M $ 10954 2024/12/31 -4.114 K $ -0.37 %
2025/12/31 SNOWFLAKE INC 0.24% 1.089 M $ 4966 2025/06/30 -29.588 K $ -2.74 %
2025/12/31 JOHNSON & JOHNSON 0.24% 1.080 M $ 5221 2024/12/31 111.503 K $ 11.61 %
2025/12/31 SPDR S&P 500 ETF TR 0.24% 1.070 M $ 1569 2024/12/31 23.122 K $ 2.36 %
2025/12/31 AMGEN INC 0.24% 1.065 M $ 3252 2024/12/31 147.808 K $ 16.00 %
2025/12/31 CINCINNATI FINL CORP 0.23% 1.031 M $ 6311 2025/06/30 31.215 K $ 3.30 %
2025/12/31 J P MORGAN EXCHANGE TRADED F 0.22% 999.131 K $ 13931 2025/03/31 28.635 K $ 4.00 %
2025/12/31 VANGUARD INDEX FDS 0.22% 992.645 K $ 1583 2024/12/31 23.885 K $ 2.40 %
2025/12/31 TESLA INC 0.22% 968.247 K $ 2153 2024/12/31 9.275 K $ 1.12 %
2025/12/31 TCW ETF TRUST 0.22% 960.979 K $ 9994 2024/12/31 -17.732 K $ -1.57 %
2025/12/31 SELECT SECTOR SPDR TR 0.21% 949.613 K $ 12225 2024/12/31 -7.351 K $ -0.88 %
2025/12/31 VISTRA CORP 0.21% 949.427 K $ 5885 2024/12/31 -208.093 K $ -17.66 %
2025/12/31 CME GROUP INC 0.21% 940.214 K $ 3443 2025/03/31 9.447 K $ 1.07 %
2025/12/31 ISHARES GOLD TR 0.21% 933.455 K $ 11500 2024/12/31 98.389 K $ 11.54 %
2025/12/31 OREILLY AUTOMOTIVE INC 0.20% 914.471 K $ 10026 2024/12/31 -160.140 K $ -15.40 %
2025/12/31 BERKSHIRE HATHAWAY INC DEL 0.20% 898.236 K $ 1787 2024/12/31 -154.000 $ -0.02 %