Fund HoldingsTHOMPSON DAVIS & CO., INC.

Total Portfolio Value
$155.48M
Total Bought
$31.65M
Total Sold
$10.64M
Net Transaction
+$21.01M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
SMITH MIDLAND CORP1,750,9641,784,921+33,95758,46579,35851.04%+20,893
GENEDX HOLDINGS CORP(WGS)14,60021,130+6,5306201,6241.04%+1,004
BLACKBERRY LTD(BB)0165,537+165,53706410.41%+641
NVIDIA CORPORATION(NVDA)011,455+11,45501,5370.99%+1,537
PROFOUND MED CORP101,900182,295+80,3958111,3690.88%+558
ISHARES BITCOIN TRUST ETF(IBIT)010,323+10,32305480.35%+548
INTUITIVE MACHINES INC(LUNR)027,280+27,28004950.32%+495
SPDR SER TR
ST STR BLO 1 ETF
05,135+5,13504690.30%+469
FIDELITY WISE ORIGIN BITCOIN(FBTC)05,565+5,56504540.29%+454
PRIMORIS SVCS CORP(PRIM)19,97519,97501,1601,5260.98%+366
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
05,110+5,11003430.22%+343
DOCUSIGN INC(DOCU)03,410+3,41003070.20%+307
VANGUARD INDEX FDS5,4255,870+4452,8623,1632.03%+300
ARISTA NETWORKS INC(ANET)02,600+2,60002870.18%+287
TESLA INC(TSLA)1,0351,368+3332705520.36%+282
SPDR SER TR
ST SHO TREAS ETF
22,17532,125+9,9506529320.60%+280
CELESTICA INC(CLS)02,750+2,75002540.16%+254
POWER SOLUTIONS INTL INC08,450+8,45002510.16%+251
TILRAY BRANDS INC0179,158+179,15802490.16%+249
VALKYRIE ETF TRUST II
COINSHARES BITCN
011,069+11,06902460.16%+246
WALMART INC(WMT)5,0077,057+2,0504046380.41%+233
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
9,15013,350+4,2005457680.49%+224
CHIPOTLE MEXICAN GRILL INC(CMG)03,700+3,70002230.14%+223
AMAZON COM INC(AMZN)05,110+5,11001,1210.72%+1,121
BWX TECHNOLOGIES INC(BWXT)01,801+1,80102010.13%+201
APPLE INC(AAPL)6,2096,570+3611,4471,6451.06%+199
NUTEX HEALTH INC(NUTX)22,77521,850-9254946920.45%+198
MYOMO INC028,150+28,15001810.12%+181
GE VERNOVA INC(GEV)2,0502,125+755236990.45%+176
FRANKLIN WIRELESS CORP029,000+29,00001420.09%+142
REPOSITRAK INC37,67636,977-6996968180.53%+122
CORNING INC(GLW)6,4758,177+1,7022923890.25%+96
SHIMMICK CORPORATION037,000+37,0000960.06%+96
ROCKET LAB USA INC13,1988,700-4,4981282220.14%+93
NETFLIX INC(NFLX)532527-53774700.30%+92
CROWDSTRIKE HLDGS INC(CRWD)01,135+1,13503880.25%+388
TRANSOCEAN LTD(RIG)024,025+24,0250900.06%+90
SELECT SECTOR SPDR TR
ST STR DISCR ETF
1,7191,923+2043444310.28%+87
SPROUTS FMRS MKT INC(SFM)4,8504,85005356160.40%+81
KKR & CO INC(KKR)2,3252,586+2613043830.25%+79
BIOTE CORP012,450+12,4500770.05%+77
BROADCOM INC(AVGO)1,4901,436-542573320.21%+75
SELECT SECTOR SPDR TR
ST STR SVC ETF
4,0094,513+5043624370.28%+74
COMFORT SYS USA INC(FIX)895990+953494200.27%+71
VISA INC(V)1,1781,222+443243860.25%+62
ALPHABET INC(GOOG)01,666+1,66603150.20%+315
VANGUARD INDEX FDS1,8571,840-177137550.49%+42
INVESCO QQQ TR1,6121,617+57878260.53%+40
ENERGY TRANSFER L P(ET)010,500+10,50002060.13%+206
COSTCO WHSL CORP NEW(COST)1,3951,388-71,2371,2720.82%+35
MARKEL GROUP INC(MKL)21621603393730.24%+34
ICAD INC016,777+16,7770310.02%+31
SCHWAB STRATEGIC TR5,02316,658+11,6354254550.29%+30
CRONOS GROUP INC(CRON)013,200+13,2000290.02%+29
SPDR SER TR
ST STR P400MID
8,0008,500+5004374650.30%+27
SELECT SECTOR SPDR TR
ST STR STAPL ETF
3,9634,530+5673293560.23%+27
CARPARTS COM INC
COM
024,777+24,7770270.02%+27
T-MOBILE US INC(TMUS)2,6302,580-505435690.37%+27
VANGUARD WORLD FD8,1248,12408268520.55%+26
CAMECO CORP(CCJ)04,900+4,90002520.16%+252
SSGA ACTIVE TR
ST STR BLACK ETF
36,29137,403+1,1121,0421,0610.68%+19
META PLATFORMS INC(META)1,4461,436-108288410.54%+13
SPDR SER TR
ST STR P500ETF
8,2008,20005545650.36%+12
VANGUARD INDEX FDS1,2511,25102282380.15%+10
SPDR GOLD TR(GLD)2,5622,612+506236320.41%+10
TAOPING INC020,000+20,000080.01%+8
BABCOCK & WILCOX ENTERPRISES(BW)20,00030,000+10,00041490.03%+8
VANGUARD INDEX FDS1,9571,95704644700.30%+6
SOUTHLAND HLDGS INC012,500+12,5000410.03%+41
KEYSIGHT TECHNOLOGIES INC(KEYS)1,3001,30002072090.13%+2
OUSTER INC020,000+20,000020.00%+2
NEW HORIZON AIRCRAFT LTD020,000+20,000020.00%+2
BUTTERFLY NETWORK INC(BFLY)010,000+10,000010.00%+1
EATON CORP PLC(ETN)95095003153150.20%0
BRIDGER AEROSPACE GRP HLDGS010,000+10,000000.00%0
HYCROFT MINING HOLDING CORP40,00040,0000100.00%-0
AMPLITECH GROUP INC10,0000-10,00000-0
PARAMOUNT GOLD NEV CORP24,00024,00001080.01%-1
TRIO PETROLEUM CORP15,0000-15,00030-3
BERKSHIRE HATHAWAY INC DEL46546502142110.14%-3
RADNET INC(RDNT)5,8255,725-1004044000.26%-4
CEMEX SAB DE CV(CX)17,50018,000+5001071020.07%-5
INTERNATIONAL TOWER HILL MIN50,00050,000028230.01%-5
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
2,5312,53102112060.13%-5
S&W SEED CO000000
VANGUARD SPECIALIZED FUNDS6,2446,287+431,2371,2310.79%-5
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
23,73823,73801,2091,2040.77%-5
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
1,4911,49102672610.17%-6
ISHARES TR0355+35502090.13%+209
GOLD ROYALTY CORP020,000+20,0000240.02%+24
CO-DIAGNOSTICS INC41,50057,200+15,70052430.03%-9
VAXART INC12,0000-12,000100-10
NVENT ELECTRIC PLC(NVT)05,330+5,33003630.23%+363
DYADIC INTL INC DEL012,000+12,0000210.01%+21
PROCTER AND GAMBLE CO(PG)2,9732,97305154980.32%-17
SPDR S&P 500 ETF TR(SPY)0554+55403250.21%+325
STANDARD LITHIUM LTD10,5000-10,500170-17
SPDR SER TR
ST STR SP DIV
1,7131,71302432260.15%-17
VANGUARD WORLD FD5,9116,111+2003643460.22%-17
SOTHERLY HOTELS INC(SOHOB)265,535323,201+57,6663213010.19%-20
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