Fund HoldingsSHEPHERD KAPLAN KROCHUK, LLC

Total Portfolio Value
$125.30M
Total Bought
$18.64M
Total Sold
$17.72M
Net Transaction
+$926.4K
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ISHARES TR
MSCI USA MIN ETF
097,690+97,69008,1656.52%+8,165
PIMCO ETF TR
25YR+ ZERO U S
028,248+28,24802,2391.79%+2,239
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
51,37179,941+28,5702,8244,6253.69%+1,801
ISHARES TR
MSCI USA MMENTM
35,22033,678-1,5425,5266,3105.04%+784
BERKSHIRE HATHAWAY INC DEL8,7058,981+2763,1053,7773.01%+672
SCHWAB STRATEGIC TR79,75282,098+2,3465,5916,2384.98%+647
VANGUARD INDEX FDS3,7515,788+2,0378901,5041.20%+615
ENERGY TRANSFER L P(ET)256,973262,583+5,6103,5464,1303.30%+584
ALPS ETF TR
ALERIAN MLP
56,63759,956+3,3192,4082,8462.27%+437
J P MORGAN EXCHANGE TRADED F
US QUALTY FCTR
118,981115,637-3,3445,6946,1144.88%+419
INTERNATIONAL BUSINESS MACHS(IBM)01,867+1,86703570.28%+357
CAMPBELL SOUP CO(CPB)151,372153,339+1,9676,5446,8165.44%+272
ISHARES TR27,29227,29202,7783,0062.40%+228
NETFLIX INC(NFLX)1,7351,73508451,0540.84%+209
SPDR GOLD TR(GLD)0992+99202040.16%+204
GSK PLC(GSK)31,46231,879+4171,1661,3671.09%+201
ISHARES TR8381,115+2774005860.47%+186
MERCK & CO INC(MRK)8,5168,400-1169281,1080.88%+180
PROSHARES TR
SHRT 20+YR TRE
29,23535,505+6,2706468230.66%+177
VANECK ETF TRUST
GOLD MINERS ETF
28,21232,923+4,7118751,0410.83%+166
GENERAL DYNAMICS CORP(GD)4,9225,034+1121,2781,4221.13%+144
VANGUARD INDEX FDS7,8397,870+311,8241,9661.57%+143
ISHARES TR5,0216,360+1,3395036410.51%+137
INVESCO EXCH TRADED FD TR II151,503157,642+6,1391,7381,8731.49%+135
VANGUARD INDEX FDS3,3573,361+41,0441,1570.92%+113
SYNTAX ETF TR17,69817,69801,2591,3621.09%+103
KINDER MORGAN INC DEL(KMI)80,17381,623+1,4501,4141,4971.19%+83
ISHARES TR7,9367,937+15966700.53%+74
ENTERPRISE PRODS PARTNERS L(EPD)22,53822,53805946580.52%+64
BLACKSTONE INC(BX)11,14111,390+2491,4591,4961.19%+38
SYNTAX ETF TR16,68216,68206757010.56%+26
PFIZER INC(PFE)29,76831,798+2,0308578820.70%+25
VANGUARD ADMIRAL FDS INC10,97410,97401,0891,1140.89%+25
DUKE ENERGY CORP NEW(DUK)10,87311,158+2851,0551,0790.86%+24
VISA INC(V)83683602182330.19%+16
AT&T INC(T)14,07614,07602362480.20%+12
GALECTIN THERAPEUTICS INC12,00012,000020290.02%+9
DBX ETF TR93,61993,441-1782,3112,3051.84%-5
VANGUARD MUN BD FDS15,72415,72408037960.64%-7
NUVEEN MUN VALUE FD INC(NUV)63,28861,432-1,8565445350.43%-9
BIOVIE INC29,45029,450037160.01%-22
NEWMONT CORP(NEM)11,01111,01104563950.31%-61
SCHWAB STRATEGIC TR58,64754,232-4,4154,4654,3733.49%-92
GOLDMAN SACHS ETF TR33,51328,380-5,1331,0959730.78%-121
ISHARES TR61,86560,495-1,3706,8136,6875.34%-126
VANGUARD INDEX FDS1,357871-4865934190.33%-174
J P MORGAN EXCHANGE TRADED F
DIV RTN EM EQT
28,07522,799-5,2761,4681,2190.97%-250
PIMCO ETF TR
INV GRD CRP BD
37,95135,257-2,6943,6913,3862.70%-305
VANGUARD INDEX FDS1,4930-1,4933180-318
VANECK ETF TRUST
FALLEN ANGEL HG
262,351249,187-13,1647,5507,2315.77%-319
JANUS DETROIT STR TR
HENDERSON MTG
75,71863,388-12,3303,4782,8592.28%-620
VANGUARD INDEX FDS34,65126,376-8,2753,0622,2811.82%-781
ISHARES TR38,43630,259-8,1774,1613,3442.67%-817
APPLE INC(AAPL)47,82147,824+39,2078,2016.55%-1,006
SPDR INDEX SHS FDS
ST STR NAT ETF
25,5083,526-21,9821,4452040.16%-1,241
SYNTAX ETF TR44,75715,152-29,6052,0167350.59%-1,281
ISHARES TR27,6600-27,6602,7350-2,735
INVESCO EXCH TRADED FD TR II113,9790-113,9797,1420-7,142
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