Fund HoldingsSTEEL GROVE CAPITAL ADVISORS, LLC

Total Portfolio Value
$751.14M
Total Bought
$114.75M
Total Sold
$52.03M
Net Transaction
+$62.72M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)22,37036,885+14,51511,07833,3284.44%+22,250
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
0458,265+458,26506,3560.85%+6,356
ETF SER SOLUTIONS
DISTILLATE US
652,866662,025+9,15932,23235,6904.75%+3,458
INVESCO EXCHANGE TRADED FD T S
S&P500 EQL WGT
020,950+20,95003,5480.47%+3,548
ISHARES TR28,38129,011+63013,55515,2522.03%+1,696
BRISTOL-MYERS SQUIBB CO(BMY)037,657+37,65702,0420.27%+2,042
ISHARES TR6,25413,774+7,5201,2552,8970.39%+1,641
TAPESTRY INC(TPR)041,410+41,41001,9660.26%+1,966
VERIZON COMMUNICATIONS INC(VZ)046,045+46,04501,9320.26%+1,932
PRUDENTIAL FINL INC(PFH)017,106+17,10602,0080.27%+2,008
MICROSOFT CORP(MSFT)13,57015,522+1,9525,1036,5300.87%+1,428
VANGUARD INDEX FDS1,3106,615+5,3053171,7250.23%+1,408
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 CB
0353,309+353,30906,7870.90%+6,787
DOW INC(DOW)033,470+33,47001,9390.26%+1,939
INTERNATIONAL PAPER CO(IP)051,952+51,95202,0270.27%+2,027
AMAZON COM INC(AMZN)028,506+28,50605,1420.68%+5,142
AT&T INC(T)0107,839+107,83901,8980.25%+1,898
3M CO(MMM)016,758+16,75801,7780.24%+1,778
EVERGY INC(EVRG)030,063+30,06301,6050.21%+1,605
PFIZER INC(PFE)060,584+60,58401,6810.22%+1,681
UNITED PARCEL SERVICE INC(UPS)011,448+11,44801,7020.23%+1,702
NEWMONT CORP(NEM)043,314+43,31401,5520.21%+1,552
BERKSHIRE HATHAWAY INC DEL028,446+28,446011,9621.59%+11,962
BARINGS BDC INC(BBDC)0116,098+116,09801,0800.14%+1,080
VANGUARD WORLD FD03,261+3,26109350.12%+935
EXXON MOBIL CORP033,603+33,60303,9060.52%+3,906
GOLDMAN SACHS ETF TR031,706+31,70601,5970.21%+1,597
SUPER MICRO COMPUTER INC(SMCI)0760+76007680.10%+768
CHEVRON CORP NEW(CVX)14,06218,124+4,0622,0972,8590.38%+761
JPMORGAN CHASE & CO(JPM)31,80730,456-1,3515,4106,1000.81%+690
MERCK & CO INC(MRK)23,12623,916+7902,5213,1560.42%+635
BROADCOM INC(AVGO)523918+3955841,2170.16%+633
PIONEER NAT RES CO015,275+15,27504,0100.53%+4,010
ISHARES U S ETF TR
SHOR DURA BD ETF
17,80729,675+11,8689001,4970.20%+598
JANUS DETROIT STR TR
HENDRSON AAA CL
09,856+9,85605000.07%+500
EA SERIES TRUST
ALPHA ARCH 1-3
04,697+4,69705000.07%+500
META PLATFORMS INC(META)01,711+1,71108310.11%+831
DEVON ENERGY CORP NEW(DVN)014,639+14,63907350.10%+735
ABBVIE INC(ABBV)04,963+4,96309040.12%+904
PACCAR INC(PCAR)21,80320,600-1,2032,1292,5520.34%+423
ACCENTURE PLC IRELAND
SHS CLASS A
01,212+1,21204200.06%+420
COSTCO WHSL CORP NEW(COST)409935+5262706850.09%+415
VERTIV HOLDINGS CO(VRT)05,000+5,00004080.05%+408
JOHNSON & JOHNSON(JNJ)05,647+5,64708930.12%+893
TEXAS INSTRS INC(TXN)012,268+12,26802,1370.28%+2,137
ELI LILLY & CO(LLY)388795+4072266180.08%+392
SALESFORCE INC(CRM)01,286+1,28603870.05%+387
WILLIAMS COS INC(WMB)025,827+25,82701,0060.13%+1,006
JUNIPER NETWORKS INC09,825+9,82503640.05%+364
CITIGROUP INC(C)37,49836,110-1,3881,9292,2840.30%+355
DEXCOM INC(DXCM)02,550+2,55003540.05%+354
UNITEDHEALTH GROUP INC(UNH)0711+71103520.05%+352
DICKS SPORTING GOODS INC(DKS)01,550+1,55003490.05%+349
ORACLE CORP(ORCL)02,762+2,76203470.05%+347
INTERNATIONAL BUSINESS MACHS(IBM)15,01014,624-3862,4552,7930.37%+338
FTAI AVIATION LTD(FTAI)05,000+5,00003370.04%+337
PROCTER AND GAMBLE CO(PG)04,627+4,62707510.10%+751
TARGA RES CORP(TRGP)4,2336,162+1,9293686900.09%+322
CLOUDFLARE INC(NET)03,252+3,25203150.04%+315
BLOCK INC(XYZ)03,673+3,67303110.04%+311
ISHARES INC
MSCI JAPAN ETF
4,6508,500+3,8502986060.08%+308
BLACKROCK INC(BLK)0365+36503040.04%+304
AMERICAN TOWER CORP NEW(AMT)01,503+1,50302970.04%+297
ALTRIA GROUP INC(MO)041,414+41,41401,8060.24%+1,806
SOUTHERN COPPER CORP(SCCO)02,750+2,75002930.04%+293
HOME DEPOT INC(HD)8,5248,446-782,9543,2400.43%+286
ADVANCED MICRO DEVICES INC(AMD)01,510+1,51002730.04%+273
THERMO FISHER SCIENTIFIC INC(TMO)8161,214+3984337060.09%+272
MARATHON PETE CORP(MPC)01,343+1,34302710.04%+271
CONOCOPHILLIPS(COP)08,154+8,15401,0380.14%+1,038
DOLLAR GEN CORP NEW(DG)01,700+1,70002650.04%+265
ONEOK INC NEW(OKE)34,08533,055-1,0302,3932,6500.35%+257
VALERO ENERGY CORP(VLO)01,499+1,49902560.03%+256
SPROTT PHYSICAL GOLD & SILVER(CEF)79,50187,341+7,8401,5221,7770.24%+254
COTERRA ENERGY INC09,000+9,00002510.03%+251
THE TRADE DESK INC(TTD)02,827+2,82702470.03%+247
CROWN CASTLE INC(CCI)02,330+2,33002470.03%+247
QUALCOMM INC(QCOM)15,82014,912-9082,2882,5250.34%+237
ENTERPRISE PRODS PARTNERS L P(EPD)0119,254+119,25403,4800.46%+3,480
RALPH LAUREN CORP(RL)01,250+1,25002350.03%+235
GENERAL MLS INC(GIS)03,338+3,33802340.03%+234
GOLDMAN SACHS GROUP INC(GS)01,409+1,40905890.08%+589
SERVICENOW INC(NOW)393657+2642785010.07%+223
INTUITIVE SURGICAL INC0559+55902230.03%+223
CONSTELLATION BRANDS INC(STZ)0818+81802220.03%+222
COCA COLA CO(KO)90,72590,988+2635,3465,5670.74%+220
ADOBE INC(ADBE)1,1211,757+6366698870.12%+218
NOVO-NORDISK A S(NVO)2,5043,704+1,2002594760.06%+217
ALPHABET INC(GOOG)020,969+20,96903,1930.43%+3,193
ISHARES TR
MSCI USA MIN ETF
02,414+2,41402020.03%+202
WELLS FARGO CO NEW(WFC)4,9027,402+2,5002414290.06%+188
METLIFE INC(MET)026,147+26,14701,9380.26%+1,938
ENERGY TRANSFER L P(ET)0117,409+117,40901,8470.25%+1,847
VANGUARD WORLD FD
ENERGY ETF
03,840+3,84005060.07%+506
KINDER MORGAN INC DEL(KMI)0144,747+144,74702,6550.35%+2,655
VISA INC(V)03,289+3,28909180.12%+918
SELECT SECTOR SPDR TR
ST STR ENERG ETF
13,64113,741+1001,1441,2970.17%+154
CISCO SYS INC(CSCO)048,474+48,47402,4190.32%+2,419
DILLARDS INC(DDS)5,0504,603-4472,0382,1710.29%+133
EXELON CORP(EXC)048,696+48,69601,8300.24%+1,830
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