Fund HoldingsC M BIDWELL & ASSOCIATES LTD

Total Portfolio Value
$164.51M
Total Bought
$10.88M
Total Sold
$9.41M
Net Transaction
+$1.47M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
Arista Networks Inc(ANET)05,919+5,91906540.40%+654
iShares Int Gov/Cr Bd ETF51,36058,000+6,6405,5016,0453.67%+545
Vanguard ST Bond ETF146,077155,412+9,33511,49512,0097.30%+514
Tesla Inc(TSLA)01,251+1,25105050.31%+505
Schwab ST Treas ETF22,36564,351+41,9861,0951,5480.94%+453
Gilead Sciences(GILD)03,801+3,80103510.21%+351
S&P Global Inc(SPGI)0699+69903480.21%+348
Vanguard ST Gvt Bd ETF
SHORT TERM TREAS
08,474+8,47404930.30%+493
BlackRock Inc(BLK)0323+32303310.20%+331
Synchrony Financial(SYF)05,075+5,07503300.20%+330
Applovin Corp(APP)3,2332,146-1,0874226950.42%+273
iShares S&P 500 ETF0437+43702570.16%+257
Lululemon Athletica Inc(LULU)01,203+1,20304600.28%+460
Lam Research Corp(LRCX)02,960+2,96002140.13%+214
CBRE Group Inc(CBRE)01,622+1,62202130.13%+213
iShares Russell 1000 ETF023,461+23,46107,5584.59%+7,558
Affirm Holdings(AFRM)03,312+3,31202020.12%+202
CF Inds Hldgs Inc(CF)02,350+2,35002010.12%+201
NetApp Inc(NTAP)8782,657+1,7791083080.19%+200
NVidia Corp(NVDA)015,420+15,42002,0711.26%+2,071
Vanguard Short Term Muni01,831+1,83101840.11%+184
iShares Core 1-5 Year USD Bond
CORE 1 5 YR USD
90,48095,998+5,5184,4054,5862.79%+181
Amazon.com Inc(AMZN)05,753+5,75301,2620.77%+1,262
Vanguard Ttl Stk Mkt ETF25,10025,068-327,1077,2654.42%+157
Royal Carribean Cruises
COM
3,0663,019-475446960.42%+153
Marvell Technology(MRVL)01,360+1,36001500.09%+150
Abbvie Inc(ABBV)0813+81301440.09%+144
Packaging Corp of America(PKG)0622+62201400.09%+140
Northern Trust Corp(NTRS)01,364+1,36401400.08%+140
Alphabet Inc(GOOG)06,873+6,87301,3010.79%+1,301
Vanguard Tax Exempt Bond ETF63,76167,555+3,7943,2593,3872.06%+127
Vanguard Total Bond Market ETF51,84955,918+4,0693,8944,0212.44%+127
Netflix Inc(NFLX)790768-225606850.42%+124
Molson Coors Beverage(TAP)05,655+5,65503240.20%+324
Vanguard ST TIPS ETF80,95884,696+3,7383,9924,1012.49%+109
Deckers Outdoors(DECK)2,5442,518-264065110.31%+106
Clorox Co(CLX)2,2142,796+5823614540.28%+93
Rithm Capital Corp(RITM)07,525+7,5250810.05%+81
Stride Inc(LRN)0745+7450770.05%+77
BRP Inc(DOO)01,505+1,5050770.05%+77
Cencora Inc01,509+1,50903390.21%+339
Armour Residential REIT03,960+3,9600750.05%+75
Coinbase Global(COIN)01,063+1,06302640.16%+264
Federated Hermes Inc(FHI)01,780+1,7800730.04%+73
Brookline Bancorp06,120+6,1200720.04%+72
Peloton Interactive(PTON)08,235+8,2350720.04%+72
Vertiv Hldgs Co(VRT)5,3175,255-625295970.36%+68
Schwab US Mkt ETF0128,320+128,32002,9131.77%+2,913
JP Morgan Chase(JPM)02,215+2,21505310.32%+531
Pfizer Inc(PFE)10,72013,620+2,9003103610.22%+51
Kinder Morgan(KMI)09,119+9,11902500.15%+250
JPMorgan Muni ETF
MUNICIPAL ETF
3,5154,505+9901802260.14%+46
iShares ESG Aware
ESG AWR MSCI USA
0342+3420440.03%+44
Global X AI & Tech ETF
ARTIFICIAL ETF
01,039+1,0390400.02%+40
DFA US Small Value ETF
US SMALL CAP ETF
21,73023,021+1,2916697090.43%+39
Roper Tech(ROP)0286+28601490.09%+149
Crescent Capital BDC02,015+2,0150390.02%+39
iShares Russell 2000 ETF33,29333,456+1637,3547,3924.49%+38
Paypal Holdings Inc(PYPL)5,6675,614-534424790.29%+37
Baker Hughes Co(BKR)8,5608,428-1323093460.21%+36
Alarm.com Hldgs0592+5920360.02%+36
Zillow Group(Z)4,6384,555-832873230.20%+35
Adobe Systems Inc(ADBE)0350+35001560.09%+156
Take-Two Interactive(TTWO)01,104+1,10402030.12%+203
SPDR S&P 500 ETF
ST STR P500ETF
25,03424,929-1051,6901,7191.04%+29
Encompass Health(EHC)0750+7500690.04%+69
Insulet Corp(PODD)1,3741,329-453203470.21%+27
Apple Inc(AAPL)8,9928,474-5182,0952,1221.29%+27
Vanguard Sm Cap ETF5,7135,738+251,3551,3790.84%+24
East West Bancorp Inc(EWBC)1,7831,78301481710.10%+23
Walmart Inc(WMT)02,051+2,05101850.11%+185
Assurant Inc(AIZ)1,5511,534-173083270.20%+19
Bank of NY Mellon4,7794,709-703433620.22%+18
Vanguard Mid-Cap Growth ETF0173+1730440.03%+44
Masimo Corp0614+61401010.06%+101
SPDR S&P 500 ETF Trust(SPY)1,2851,28507377530.46%+16
DFA US Core Equity
US CORE EQT MKT
17,82717,82707087220.44%+14
Abercrombie and Fitch551610+5977910.06%+14
Howmet Aerospace(HWM)4,4064,165-2414424560.28%+14
iShares Core S&P Ttl Stk ETF04,318+4,31805550.34%+555
T-Mobile US Inc(TMUS)01,491+1,49103290.20%+329
SkyWest Inc(SKYW)0920+9200920.06%+92
Duolingo Inc(DUOL)0344+34401120.07%+112
Palantir Technologies(PLTR)0303+3030230.01%+23
iShares Midcap Growth ETF091+910120.01%+12
Vanguard MegaCap ETF01,836+1,83603900.24%+390
FrontDoor Inc(FTDR)01,712+1,7120940.06%+94
Boston Scientific(BSX)1,9711,97101651760.11%+11
iShares Midcap Value ETF082+820110.01%+11
Schwab US Sm Cap ETF41,08682,215+41,1292,1162,1261.29%+10
Pediatrix Medical Group(MD)7,1927,100-9283930.06%+10
Vanguard Growth ETF0351+35101440.09%+144
Manulife Financial(MFC)06,858+6,85802110.13%+211
iShares US Agg Bd ETF5,9416,286+3456026090.37%+7
Commerce Bancshares(CBSH)1,3141,371+5778850.05%+7
Jazz Pharma(JAZZ)662659-374810.05%+7
Equinix Inc(EQIX)232226-62062130.13%+7
Zscaler Inc(ZS)01,259+1,25902270.14%+227
Talen Energy Corp(TLN)295293-253590.04%+6
Schwab US LCap Grw ETF03,082+3,0820860.05%+86
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