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Howard A Morin

Helium Advisors Llc

Assets Managed
$105.102M
Holdings
92
Last Quarter
2026 - Q1
Filed Date
1d ago
Growth Rate
6.45%(2Q avg: -5.55%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Helium Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 92 positions.

Assets under management

The assets under management (AUM) of Helium Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 105.102M in assets, with a quarterly growth rate of 6.45% and a 2-quarter average growth rate of -5.55%. The portfolio is managed by Howard A Morin, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
MSFT
Microsoft Corp
Recent Activity
Increased 41.36%
8.51%
$8.935M
24,137 shares@ $370.17 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Decreased -2.47%
8%
$8.407M
166,111 shares@ $50.61 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -6.17%
5.92%
$6.218M
10,407 shares@ $597.53 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -0.45%
4.1%
$4.304M
6,589 shares@ $653.17 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Decreased -7.39%
3.82%
$4.013M
44,329 shares@ $90.53 avg price
AAPL
Apple Inc
Recent Activity
Decreased -6.35%
3.78%
$3.963M
15,614 shares@ $253.79 avg price
GBIL
Goldman Sachs Access Treasur
Recent Activity
Decreased -20.89%
3.67%
$3.854M
38,464 shares@ $100.2 avg price
GLD
Spdr Gold Shares
Recent Activity
Increased 63.83%
3.18%
$3.342M
7,767 shares@ $430.3 avg price
JAAA
Janus Henderson Aaa Clo Etf
Recent Activity
Decreased -2.25%
2.89%
$3.033M
60,206 shares@ $50.37 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 14.96%
2.77%
$2.911M
5,043 shares@ $577.18 avg price

1-10 of 92