Norris Financial Group, LLC - Portfolio overview

Norris Financial Group, LLC has 79 reported holdings in this dataset, with the latest filing dated 2026-05-20.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. IAUXXXX - ISHARES GOLD TRUST, 6.71%
2. QQQ - INVESCO QQQ TR, 6.56%
3. SPY - SPDR S&P 500 ETF TR, 6.50%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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