James T. Borello RIA has filed a Form 13F-HR disclosing its equity securities portfolio as of the close of business on March 31, 2025. The filing lists the filer's address as 151 Dundee Avenue in East Dundee, Illinois.
The report includes a detailed list of common stock holdings, exchange-traded funds, and other equity securities. The portfolio features a mix of large-cap technology companies, consumer staples, and various exchange-traded funds. Notable positions include Apple Inc., with 1,773 shares; Microsoft Corporation, with 1,454 shares; and NVIDIA Corporation, with 1,424 shares. Other significant holdings include Johnson & Johnson (24,482 shares), Berkshire Hathaway Inc. Class B (4,270 shares), and the SPDR S&P 500 ETF Trust (21,919 shares).
The filing also lists numerous positions in exchange-traded funds, including the Invesco QQQ Trust Unit Series 1, the iShares Core S&P 500 ETF, and various SPDR portfolio funds covering developed markets, emerging markets, and specific sector indices.
