Fund Holdings — STEEL GROVE CAPITAL ADVISORS, LLC

Total Portfolio Value
$751.14M
Total Bought
$114.75M
Total Sold
$52.03M
Net Transaction
+$62.72M
Filing Period:
Securities
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SharesValue ($K)
Q4 2023
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Q1 2024
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Change
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Q4 2023
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Q1 2024
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Weight (%)
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Change
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NVIDIA CORPORATION(NVDA)22,37036,885+14,51511,07833,3284.44%+22,250
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
136,829458,265+321,4361,8206,3560.85%+4,536
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
11,54920,950+9,4011,8223,5480.47%+1,726
ISHARES TR28,38129,011+63013,55515,2522.03%+1,696
BRISTOL-MYERS SQUIBB CO(BMY)6,93937,657+30,7183562,0420.27%+1,686
ISHARES TR6,25413,774+7,5201,2552,8970.39%+1,641
TAPESTRY INC(TPR)10,17841,410+31,2323751,9660.26%+1,591
VERIZON COMMUNICATIONS INC(VZ)12,40746,045+33,6384681,9320.26%+1,464
PRUDENTIAL FINL INC(PFH)5,36017,106+11,7465562,0080.27%+1,452
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
279,494353,309+73,8155,3946,7870.90%+1,393
DOW INC(DOW)10,10833,470+23,3625541,9390.26%+1,385
INTERNATIONAL PAPER CO(IP)18,60951,952+33,3436732,0270.27%+1,354
AMAZON COM INC(AMZN)25,07128,506+3,4353,8095,1420.68%+1,333
AT&T INC(T)36,487107,839+71,3526121,8980.25%+1,286
3M CO(MMM)4,54216,758+12,2164971,7780.24%+1,281
EVERGY INC(EVRG)6,38030,063+23,6833331,6050.21%+1,272
PFIZER INC(PFE)14,98060,584+45,6044311,6810.22%+1,250
UNITED PARCEL SERVICE INC(UPS)2,92111,448+8,5274591,7020.23%+1,242
NEWMONT CORP(NEM)10,24643,314+33,0684241,5520.21%+1,128
BERKSHIRE HATHAWAY INC DEL30,37628,446-1,93010,83411,9621.59%+1,128
BARINGS BDC INC(BBDC)0116,098+116,09801,0800.14%+1,080
VANGUARD WORLD FD03,261+3,26109350.12%+935
EXXON MOBIL CORP29,85433,603+3,7492,9853,9060.52%+921
GOLDMAN SACHS ETF TR15,51131,706+16,1957761,5970.21%+821
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 CO15,04415,275+2313,3834,0100.53%+627
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)1,0141,711+6973598310.11%+472
DEVON ENERGY CORP NEW(DVN)6,45514,639+8,1842927350.10%+442
ABBVIE INC(ABBV)3,0684,963+1,8954759040.12%+428
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)3,1605,647+2,4874958930.12%+398
TEXAS INSTRS INC(TXN)10,21312,268+2,0551,7412,1370.28%+396
ELI LILLY & CO(LLY)388795+4072266180.08%+392
SALESFORCE INC(CRM)01,286+1,28603870.05%+387
WILLIAMS COS INC(WMB)17,87625,827+7,9516231,0060.13%+384
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)2,8954,627+1,7324247510.10%+326
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)37,48441,414+3,9301,5121,8060.24%+294
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)6,6468,154+1,5087711,0380.14%+266
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)123,104119,254-3,8503,2443,4800.46%+236
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)9301,409+4793595890.08%+230
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)21,21420,969-2452,9903,1930.43%+203
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)26,62826,147-4811,7611,9380.26%+177
ENERGY TRANSFER L P(ET)121,165117,409-3,7561,6721,8470.25%+175
VANGUARD WORLD FD
ENERGY ETF
2,8403,840+1,0003335060.07%+173
KINDER MORGAN INC DEL(KMI)140,982144,747+3,7652,4872,6550.35%+168
VISA INC(V)2,9173,289+3727599180.12%+158
SELECT SECTOR SPDR TR
ST STR ENERG ETF
13,64113,741+1001,1441,2970.17%+154
CISCO SYS INC(CSCO)45,00848,474+3,4662,2742,4190.32%+146
DILLARDS INC(DDS)5,0504,603-4472,0382,1710.29%+133
EXELON CORP(EXC)47,29348,696+1,4031,6981,8300.24%+132
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STEEL GROVE CAPITAL ADVISORS, LLC — 13F Holdings — Q1 2024 | TickerTrail