Companies included in IWFG
This is IWFG's own dated portfolio constitution. Share counts are the calculation basis for constituent revenue and earnings analytics; rounded weights are reference values only. This page shows positions 1–30 of 30.
| Ticker | Issuer | Shares owned | Unit | Reported weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORP | 41,161 | NS | 14.304132% |
| MSFT | MICROSOFT CORP | 12,861 | NS | 9.132317% |
| AAPL | APPLE INC | 18,230 | NS | 8.613841% |
| GOOG | ALPHABET INC | 12,426 | NS | 8.264314% |
| AMZN | AMAZON.COM INC | 14,857 | NS | 6.857339% |
| AVGO | BROADCOM INC | 6,521 | NS | 4.739998% |
| GEV | GE VERNOVA INC | 2,330 | NS | 4.395913% |
| META | META PLATFORMS INC | 3,888 | NS | 4.142802% |
| TT | TRANE TECHNOLOGIES PLC | 4,343 | NS | 3.724875% |
| ADI | ANALOG DEVICES INC | 4,857 | NS | 3.402164% |
| MA | MASTERCARD INC | 3,617 | NS | 3.167581% |
| HLT | HILTON WORLDWIDE HOLDINGS INC | 4,960 | NS | 2.798987% |
| LLY | ELI LILLY & COMPANY | 1,522 | NS | 2.47697% |
| GE | GE AEROSPACE | 4,134 | NS | 2.087103% |
| ORLY | O'REILLY AUTOMOTIVE INC | 11,226 | NS | 1.943085% |
| ASML | ASML HOLDING NV | 774 | NS | 1.939452% |
| APH | AMPHENOL CORP | 7,352 | NS | 1.885385% |
| CME | CME GROUP INC | 3,504 | NS | 1.756165% |
| SYK | STRYKER CORP | 2,794 | NS | 1.533192% |
| PLTR | PALANTIR TECHNOLOGIES INC | 6,176 | NS | 1.49605% |
| ISRG | INTUITIVE SURGICAL INC | 1,809 | NS | 1.441499% |
| LITE | LUMENTUM HOLDINGS INC | 880 | NS | 1.382686% |
| CHRW | CH ROBINSON WORLDWIDE INC | 4,345 | NS | 1.375586% |
| ORCL | ORACLE CORP | 4,683 | NS | 1.316076% |
| SNOW | SNOWFLAKE INC | 5,396 | NS | 1.282299% |
| SPOT | SPOTIFY TECHNOLOGY SA | 1,513 | NS | 1.176493% |
| SHOP | SHOPIFY INC | 5,049 | NS | 1.06497% |
| SNDK | SANDISK CORP | 506 | NS | 0.966148% |
| HWM | HOWMET AEROSPACE INC | 2,129 | NS | 0.901019% |
| DSVXX | Dreyfus Institutional Preferred Government Money Market Fund | 282,041.01 | NS | 0.491126% |
SEC N-PORT snapshot as of .