13F-HR filed by SPG ADVISORS LLC
SPG ADVISORS LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-18, with 12 holding rows worth $8,343,943.
- Accession
- 0001214659-25-012381
- Filer
- CIK 1843253
- Filed
- 2025-08-18
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A combination report, 12 entries on the cover page, a total value of $8,343,943 stated on the cover page (in dollars after the unit check, H1), rows summing to $8,343,943 with VALUE read as dollars as filed, 13F file number 028-25754. The quarter's positions are built on this report. The resolved quarter.
Other managers
- reports for this filerSynergy Asset Management, LLC028-20757
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Amazon.com, Inc | 023135106 | COM | 10,761 | $2,360,856 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 3,852 | $1,916,137 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 2,314 | $735,065 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 602 | $596,296 | dollars as filed | |
| Apple Inc | 037833100 | COM | 2,485 | $509,795 | dollars as filed | |
| iShares 0-3 Month Treasury Bond ETF | 46436E718 | SHS | 4,346 | $437,648 | dollars as filed | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 4,236 | $388,601 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 709 | $344,168 | dollars as filed | |
| VTI | 922908769 | COM | 1,117 | $339,490 | dollars as filed | |
| EQUIFAX INC COM | 294429105 | Stock | 1,135 | $294,385 | dollars as filed | |
| Boeing Company | 097023105 | COM | 1,053 | $220,635 | dollars as filed | |
| KINDER MORGAN INC DEL COM | 49456B101 | Stock | 6,832 | $200,867 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001214659-25-012381 | this filing | 2025-08-18 | acceptance time not in the bulk data set |