Sign In
test

Mel Parks

Forty-three Eighteen Advisors, Llc

Assets Managed
$132.793M
Holdings
75
Last Quarter
2026 - Q1
Filed Date
1mo 18d ago
Growth Rate
3.19%(2Q avg: 1.6%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Forty-three Eighteen Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 75 positions.

Assets under management

The assets under management (AUM) of Forty-three Eighteen 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 132.793M in assets, with a quarterly growth rate of 3.19% and a 2-quarter average growth rate of 1.6%. The portfolio is managed by Mel Parks, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
WMT
Walmart Inc
Recent Activity
Decreased -2.42%
10.89%
$14.456M
116,317 shares@ $124.28 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.17%
5.99%
$7.948M
31,318 shares@ $253.8 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
5%
$6.638M
10,207 shares@ $650.34 avg price
CAT
Caterpillar Inc
Recent Activity
Decreased -0.41%
4.95%
$6.57M
9,273 shares@ $708.47 avg price
PJAN
Innovator U.s. Equity Power
Recent Activity
Increased 2.69%
4.94%
$6.549M
141,958 shares@ $46.14 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -0.12%
4.18%
$5.548M
18,861 shares@ $294.17 avg price
OCTW
Allianzim Us Lc Buffer20 Oct
Recent Activity
Decreased -0.31%
3.41%
$4.521M
117,528 shares@ $38.47 avg price
XOM
Exxon Mobil Corp
Recent Activity
New Position
2.88%
$3.812M
22,469 shares@ $169.67 avg price
AMAT
Applied Materials Inc
Recent Activity
Decreased -0.38%
2.53%
$3.356M
9,820 shares@ $341.8 avg price
MSFT
Microsoft Corp
Recent Activity
2.47%
$3.277M
8,854 shares@ $370.17 avg price

1-10 of 75