Michael Scott Norehad
Game Plan Financial Advisors, Llc
Assets Managed
$222.225M
Holdings
348
Last Quarter
2026 - Q1
Filed Date
1mo 3d ago
Growth Rate
-10.64%(2Q avg: -3.8%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Game Plan Financial Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 348 positions.
Assets under management
The assets under management (AUM) of Game Plan Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 222.225M in assets, with a quarterly growth rate of -10.64% and a 2-quarter average growth rate of -3.8%. The portfolio is managed by Michael Scott Norehad, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
GOOG Alphabet Inc-cl C
| 6.7% | $14.869M 51,835 shares@ $286.86 avg price | Decreased -3.84% |
NVDA Nvidia Corp
| 5.88% | $13.064M 74,910 shares@ $174.4 avg price | Increased 2.42% |
AAPL Apple Inc
| 5.84% | $12.961M 51,068 shares@ $253.8 avg price | Increased 0.19% |
SWVXX Schwab Value Adv Money-inv
| 5.54% | $12.304M 12.304M shares@ $1.0 avg price | Increased 16.38% |
AMZN Amazon.com Inc
| 4.26% | $9.46M 45,421 shares@ $208.28 avg price | Decreased -0.77% |
BRK.B Berkshire Hathaway Inc-cl B
| 3.68% | $8.167M 17,043 shares@ $479.21 avg price | Increased 13.22% |
ETN Eaton Corp Plc
| 3.6% | $7.996M 22,357 shares@ $357.67 avg price | Increased 12.94% |
SCHG Schwab Us Large-cap Growth
| 3.24% | $7.185M 246,663 shares@ $29.13 avg price | Increased 107.22% |
GS Goldman Sachs Group Inc
| 2.93% | $6.502M 7,686 shares@ $845.97 avg price | Increased 3.31% |
XLF Financial Select Sector Spdr
| 2.83% | $6.282M 127,241 shares@ $49.37 avg price | Increased 1.6% |
1-10 of 348