Fund HoldingsTHOMPSON DAVIS & CO., INC.

Total Portfolio Value
$135.43M
Total Bought
$28.77M
Total Sold
$12.29M
Net Transaction
+$16.48M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
SMITH MIDLAND CORP01,750,964+1,750,964058,46543.17%+58,465
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
028,140+28,14001,4281.05%+1,428
CARLISLE COS INC(CSL)20,98220,98208,5029,4376.97%+935
SPDR SER TR
ST INTER ETF
30,75060,412+29,6628621,7561.30%+894
VANECK ETF TRUST
SEMICONDUCTR ETF
03,105+3,10507620.56%+762
GREAT LAKES DREDGE & DOCK CO070,300+70,30007400.55%+740
SHERWIN WILLIAMS CO(SHW)07,500+7,50002,8632.11%+2,863
NUTEX HEALTH INC(NUTX)022,775+22,77504940.36%+494
ARM HOLDINGS PLC03,410+3,41004880.36%+488
SELECT SECTOR SPDR TR
ST STR CARE ETF
02,952+2,95204550.34%+455
SPDR SER TR
ST SHO TREAS ETF
7,00022,175+15,1752026520.48%+450
FREQUENCY ELECTRS INC076,134+76,13409200.68%+920
VANGUARD INDEX FDS4,8805,425+5452,4412,8622.11%+422
COMFORT SYS USA INC(FIX)0895+89503490.26%+349
DOMINION ENERGY INC(D)06,006+6,00603470.26%+347
SSGA ACTIVE TR
ST STR BLACK ETF
24,90736,291+11,3847041,0420.77%+338
MICROSOFT CORP(MSFT)1,3942,177+7836239370.69%+314
KKR & CO INC(KKR)02,325+2,32503040.22%+304
VANECK MERK GOLD ETF(OUNZ)011,665+11,66502960.22%+296
CORNING INC(GLW)06,475+6,47502920.22%+292
ORACLE CORP(ORCL)2,1503,494+1,3443045950.44%+292
EMCOR GROUP INC(EME)8601,400+5403146030.45%+289
CHUBB LIMITED
COM
6,1256,375+2501,5621,8381.36%+276
TESLA INC(TSLA)01,035+1,03502700.20%+270
SHARKNINJA INC(SN)02,400+2,40002610.19%+261
BROADCOM INC(AVGO)01,490+1,49002570.19%+257
DYCOM INDS INC(DY)7,2657,505+2401,2261,4791.09%+253
VANGUARD TAX-MANAGED FDS04,730+4,73002500.18%+250
ARISTA NETWORKS INC0650+65002490.18%+249
SPDR SER TR
ST STR SP DIV
01,713+1,71302430.18%+243
AT&T INC(T)010,983+10,98302420.18%+242
DOVER CORP(DOV)20,92020,92003,7754,0112.96%+236
ISHARES TR2,3303,192+8624737050.52%+232
INTERNATIONAL BUSINESS MACHS(IBM)01,034+1,03402290.17%+229
BEST BUY INC(BBY)02,150+2,15002220.16%+222
T-MOBILE US INC(TMUS)1,8252,630+8053225430.40%+221
ISHARES TR
FLTG RATE NT ETF
9,20013,512+4,3124706900.51%+220
COMMSCOPE HLDG CO INC(VISN)035,145+35,14502150.16%+215
BERKSHIRE HATHAWAY INC DEL0465+46502140.16%+214
VANGUARD SPECIALIZED FUNDS06,244+6,24401,2370.91%+1,237
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
02,531+2,53102110.16%+211
KEYSIGHT TECHNOLOGIES INC(KEYS)01,300+1,30002070.15%+207
CAREDX INC(CDNA)17,82515,100-2,7252774710.35%+195
WALMART INC(WMT)3,1865,007+1,8212164040.30%+189
SPDR GOLD TR(GLD)02,562+2,56206230.46%+623
PROFOUND MED CORP74,800101,900+27,1006288110.60%+184
GE VERNOVA INC(GEV)1,9912,050+593415230.39%+181
FRESHWORKS INC(FRSH)014,800+14,80001700.13%+170
PRIMORIS SVCS CORP(PRIM)20,12519,975-1501,0041,1600.86%+156
GE AEROSPACE(GE)03,569+3,56906730.50%+673
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
21,01623,738+2,7221,0661,2090.89%+143
SCHWAB STRATEGIC TR3,6275,023+1,3962824250.31%+143
SELECT SECTOR SPDR TR
ST STR DISCR ETF
1,1811,719+5382153440.25%+129
ROCKET LAB USA INC013,198+13,19801280.09%+128
SELECT SECTOR SPDR TR
ST STR SVC ETF
2,7444,009+1,2652353620.27%+127
APPLE INC(AAPL)6,2926,209-831,3251,4471.07%+122
SELECT SECTOR SPDR TR
ST STR STAPL ETF
2,7133,963+1,2502083290.24%+121
REPOSITRAK INC37,67537,676+15766960.51%+120
SPROUTS FMRS MKT INC(SFM)5,0004,850-1504185350.40%+117
EATON CORP PLC(ETN)650950+3002043150.23%+111
TARGET CORP(TGT)2,1502,610+4603184070.30%+89
META PLATFORMS INC(META)1,4961,446-507548280.61%+73
COSTCO WHSL CORP NEW(COST)1,3831,395+121,1761,2370.91%+61
RADNET INC(RDNT)5,8255,82503434040.30%+61
PERMA-FIX ENVIRONMENTAL SVCS11,85514,305+2,4501201760.13%+55
VANGUARD INDEX FDS5,6045,446-1588999510.70%+52
GENEDX HOLDINGS CORP(WGS)21,84414,600-7,2445716200.46%+49
NORTHROP GRUMMAN CORP(NOC)50350302192660.20%+46
VANGUARD WORLD FD5,5765,911+3353193640.27%+44
VANGUARD WORLD FD8,1248,12407858260.61%+41
BABCOCK & WILCOX ENTERPRISES(BW)020,000+20,0000410.03%+41
VISA INC(V)1,0881,178+902863240.24%+38
JOHNSON & JOHNSON(JNJ)2,4262,405-213553900.29%+35
VERTIV HOLDINGS CO(VRT)04,300+4,30004280.32%+428
VANGUARD INDEX FDS1,8181,857+396807130.53%+33
VANGUARD INDEX FDS1,9811,957-244324640.34%+32
MARKEL GROUP INC(MKL)196216+203093390.25%+30
SPDR SER TR
ST STR P400MID
8,0008,00004104370.32%+27
ALPHABET INC(GOOG)3,9854,531+5467317580.56%+27
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
9,1509,15005195450.40%+26
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
1,4911,49102452670.20%+22
VISTA GOLD CORP69,00069,000032540.04%+21
PROCTER AND GAMBLE CO(PG)2,9982,973-254945150.38%+20
SPDR SER TR
ST STR P500ETF
8,3508,200-1505345540.41%+19
NETFLIX INC(NFLX)53253203593770.28%+18
VANGUARD INDEX FDS1,2511,25102112280.17%+17
INVESCO QQQ TR1,6091,612+37717870.58%+16
SOTHERLY HOTELS INC(SOHOB)0265,535+265,53503210.24%+321
INDUSTRIAL LOGISTICS PPTYS T15,50013,000-2,50057620.05%+5
PROFIRE ENERGY INC15,00015,000021250.02%+4
STANDARD LITHIUM LTD10,50010,500013170.01%+4
INTERNATIONAL TOWER HILL MIN50,00050,000025280.02%+3
CEMEX SAB DE CV(CX)017,500+17,50001070.08%+107
SPDR S&P MIDCAP 400 ETF TR(MDY)622586-363333340.25%+1
VAXART INC14,00012,000-2,0009100.01%+1
PARAMOUNT GOLD NEV CORP24,00024,000010100.01%0
AMPLITECH GROUP INC10,00010,0000000.00%0
CO-DIAGNOSTICS INC41,50041,500052520.04%0
HYCROFT MINING HOLDING CORP40,00040,0000110.00%-0
TRIO PETROLEUM CORP10,00015,000+5,000330.00%-0
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