Fund HoldingsTHOMPSON DAVIS & CO., INC.

Total Portfolio Value
$126.77M
Total Bought
$32.57M
Total Sold
$13.16M
Net Transaction
+$19.41M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
CHENIERE ENERGY INC(LNG)02,285+2,28505290.42%+529
CAPITAL ONE FINL CORP(COF)02,524+2,52404530.36%+453
TJX COS INC NEW(TJX)03,475+3,47504230.33%+423
SPDR SER TR
ST STR BLO 1 ETF
5,1359,450+4,3154698670.68%+397
ROBINHOOD MKTS INC(HOOD)09,450+9,45003930.31%+393
SPROTT PHYSICAL GOLD TR(PHYS)014,700+14,70003540.28%+354
QUANEX BLDG PRODS CORP(NX)016,658+16,65803100.24%+310
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
05,700+5,70002950.23%+295
SSGA ACTIVE ETF TR
ST STR TOTAL ETF
06,975+6,97502810.22%+281
AMERICAN INTL GROUP INC03,160+3,16002750.22%+275
CISCO SYS INC(CSCO)04,434+4,43402740.22%+274
MICROSTRATEGY INC(MSTR)0910+91002610.21%+261
ISHARES INC
MSCI GBL GOLD MN
06,310+6,31002420.19%+242
GREAT LAKES DREDGE & DOCK CO054,650+54,65004750.38%+475
VANGUARD SPECIALIZED FUNDS6,2877,496+1,2091,2311,4541.15%+223
ROKU INC(ROKU)03,150+3,15002220.18%+222
COTERRA ENERGY INC07,360+7,36002130.17%+213
SELECT SECTOR SPDR TR
ST STR DISCR ETF
1,9233,239+1,3164316400.50%+208
GE HEALTHCARE TECHNOLOGIES I(GEHC)02,536+2,53602050.16%+205
SPDR GOLD TR(GLD)2,6122,787+1756328030.63%+171
VANGUARD WORLD FD6,1118,636+2,5253465090.40%+163
ADTRAN HOLDINGS INC018,675+18,67501630.13%+163
CHUBB LIMITED
COM
06,125+6,12501,8501.46%+1,850
SPDR SER TR
ST SHO TREAS ETF
32,12536,825+4,7009321,0770.85%+145
NOKIA CORP(NOK)026,600+26,60001400.11%+140
ELI LILLY & CO(LLY)01,602+1,60201,3231.04%+1,323
AMERESCO INC(AEE)010,150+10,15001230.10%+123
PITNEY BOWES INC(PBI)013,683+13,68301220.10%+122
COMFORT SYS USA INC(FIX)9901,674+6844205400.43%+120
GE AEROSPACE(GE)03,569+3,56907140.56%+714
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
027,913+27,91301,4131.11%+1,413
ORACLE CORP(ORCL)03,881+3,88105430.43%+543
BLACKBERRY LTD(BB)165,537197,110+31,5736417430.59%+102
UBER TECHNOLOGIES INC(UBER)07,715+7,71505620.44%+562
CEMEX SAB DE CV(CX)18,00034,000+16,0001021910.15%+89
ZEDGE INC036,110+36,1100840.07%+84
MYOMO INC28,15053,600+25,4501812580.20%+77
SELECT SECTOR SPDR TR
ST STR CARE ETF
02,483+2,48303630.29%+363
CROWDSTRIKE HLDGS INC(CRWD)1,1351,300+1653884580.36%+70
SHERWIN WILLIAMS CO(SHW)07,500+7,50002,6192.07%+2,619
ISHARES BITCOIN TRUST ETF(IBIT)10,32313,173+2,8505486170.49%+69
JOHNSON & JOHNSON(JNJ)02,484+2,48404120.33%+412
ORION ENERGY SYS INC091,905+91,9050660.05%+66
SELECT SECTOR SPDR TR
ST STR STAPL ETF
4,5305,153+6233564210.33%+65
ICAD INC16,77745,554+28,77731940.07%+63
SELECT SECTOR SPDR TR
ST STR SVC ETF
4,5135,152+6394374970.39%+60
VISA INC(V)1,2221,263+413864430.35%+56
SPDR SER TR
ST STR P500ETF
8,2009,450+1,2505656210.49%+56
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
13,35014,359+1,0097688200.65%+52
EATON CORP PLC(ETN)9501,350+4003153670.29%+52
COSTCO WHSL CORP NEW(COST)1,3881,397+91,2721,3211.04%+49
DIGITAL TURBINE INC(APPS)017,425+17,4250470.04%+47
CAREDX INC(CDNA)022,000+22,00003910.31%+391
DOMINION ENERGY INC(D)05,862+5,86203290.26%+329
T-MOBILE US INC(TMUS)2,5802,280-3005696080.48%+39
VANECK MERK GOLD ETF(OUNZ)07,975+7,97502400.19%+240
BERKSHIRE HATHAWAY INC DEL46546502112480.20%+37
AMPLITECH GROUP INC022,220+22,2200340.03%+34
SPDR SER TR
ST STR P400MID
8,5009,650+1,1504654940.39%+29
ISHARES TR
FLTG RATE NT ETF
010,177+10,17705200.41%+520
INTERNATIONAL BUSINESS MACHS(IBM)0939+93902330.18%+233
LUCID GROUP INC(LCID)010,000+10,0000240.02%+24
NETFLIX INC(NFLX)52752704704910.39%+22
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
2,5312,723+1922062250.18%+19
INTRUSION INC012,900+12,9000140.01%+14
VANGUARD TAX-MANAGED FDS04,730+4,73002400.19%+240
BRIDGER AEROSPACE GRP HLDGS012,332+12,3320140.01%+14
SCHWAB STRATEGIC TR16,65816,740+824554680.37%+13
SSGA ACTIVE TR
ST STR BLACK ETF
37,40338,106+7031,0611,0720.85%+11
PROCTER AND GAMBLE CO(PG)2,9732,97304985070.40%+8
SPDR SER TR
ST STR SP DIV
1,7131,71302262320.18%+6
MARKEL GROUP INC(MKL)216201-153733760.30%+3
NEW HORIZON AIRCRAFT LTD020,000+20,000010.00%+1
BRIDGER AEROSPACE GRP HLDGS10,00020,000+10,000010.00%+1
GOLD ROYALTY CORP20,00017,000-3,00024240.02%0
INTERNATIONAL TOWER HILL MIN50,00036,000-14,00023230.02%-0
HYCROFT MINING HOLDING CORP40,00040,0000000.00%-0
BUTTERFLY NETWORK INC(BFLY)10,0000-10,00010-1
NEW HORIZON AIRCRAFT LTD20,0000-20,00020-2
OUSTER INC20,0000-20,00020-2
PARAMOUNT GOLD NEV CORP24,00016,000-8,000860.00%-2
VISTA GOLD CORP020,000+20,0000170.01%+17
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
1,4911,49102612580.20%-3
VANGUARD INDEX FDS1,2511,362+1112382350.19%-3
SOUTHLAND HLDGS INC12,50012,500041370.03%-3
ISHARES TR02,890+2,89005770.45%+577
TAOPING INC20,0000-20,00080-8
VANGUARD INDEX FDS04,759+4,75908220.65%+822
WALMART INC(WMT)7,0577,152+956386280.50%-10
ENERGY TRANSFER L P(ET)10,50010,50002061950.15%-10
META PLATFORMS INC(META)1,4361,43608418280.65%-13
SHIMMICK CORPORATION37,00045,000+8,00096810.06%-15
DYADIC INTL INC DEL12,0000-12,000210-21
SPDR S&P 500 ETF TR(SPY)554539-153253020.24%-23
SPDR SER TR
ST INTER ETF
044,518+44,51801,2721.00%+1,272
SPDR S&P MIDCAP 400 ETF TR(MDY)0537+53702860.23%+286
CARPARTS COM INC
COM
24,7770-24,777270-27
CRONOS GROUP INC(CRON)13,2000-13,200290-29
BABCOCK & WILCOX ENTERPRISES(BW)30,00030,000049200.02%-29
VANGUARD INDEX FDS1,9571,95704704340.34%-36
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