Fund Holdings — NTV ASSET MANAGEMENT LLC

Total Portfolio Value
$909.74M
Total Bought
$46.90M
Total Sold
$106.09M
Net Transaction
-$59.19M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
▲▼
Change
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Exxon Mobil Corp71,08970,386-7038,55511,9421.31%+3,387
Procure ETF TR II
SPACE ETF
074,929+74,92903,3580.37%+3,358
iShares TR3,90041,860+37,9603073,6140.40%+3,307
BlackRock ETF Trust II65,860127,992+62,1323,4756,6470.73%+3,171
Astrazeneca PLC(AZN)014,339+14,33902,8280.31%+2,828
Invesco Exchange Traded Fd TR
S&P500 EQL MAT
16,78578,232+61,4475723,0250.33%+2,453
Invesco Exchange Traded Fd TR
S&P500 EQL WGT
116,907129,112+12,20522,39524,7792.72%+2,385
Nextpower Inc.014,850+14,85001,7900.20%+1,790
Select Sector SPDR TR
ST STR ENERG ETF
249,003207,856-41,14711,13312,7331.40%+1,600
iShares TR195,252215,870+20,61810,68212,2591.35%+1,577
Chevron Corp(CVX)26,87926,659-2204,0975,5160.61%+1,419
iShares TR
CORE HIGH DV ETF
89,82890,250+42210,92412,2491.35%+1,325
Johnson & Johnson(JNJ)33,59533,539-566,9528,1980.90%+1,246
iShares TR017,597+17,59701,2320.14%+1,232
iShares TR105,686106,014+32814,91616,0521.76%+1,135
iShares Inc23,80053,500+29,7007421,8390.20%+1,098
Alps ETF TR
ALERIAN MLP
132,913132,895-186,2506,9960.77%+746
Invesco Exch Traded Fd TR II
SOLAR ETF
74,88079,204+4,3243,6784,4120.49%+734
Global X Funds
GLOBAL X COPPER
09,500+9,50007250.08%+725
iShares Gold TR(IAU)182,026175,309-6,71714,77515,4551.70%+680
Select Sector SPDR TR
ST STR MATER ETF
11,14023,099+11,9595051,1540.13%+649
Vertiv Holdings Co(VRT)24,14017,989-6,1513,9114,5080.50%+597
Cameco Corporation(CCJ)49,86947,379-2,4904,5635,1460.57%+583
Honeywell International Inc(HON)20,42520,175-2503,9854,5600.50%+575
Global X Funds
US INFR DEV ETF
125,466129,135+3,6695,9966,5610.72%+565
United Bankshares Inc WV(UBSI)172,025172,525+5006,6067,1460.79%+540
iShares TR47,92652,469+4,5434,6025,0960.56%+494
Listed Funds TR
ROUN MA SEVE ETF
08,300+8,30004810.05%+481
Verizon Communications Inc(VZ)36,54338,910+2,3671,4881,9530.21%+465
VanEck ETF TR
SEMICONDUCTR ETF
14,43714,724+2875,1995,6450.62%+446
BNY Mellon ETF TR II
MUNICIPAL INTER
015,815+15,81504130.05%+413
PepsiCo Inc(PEP)43,58842,755-8336,2566,6390.73%+384
Costco Wholesale Corporation(COST)4,0823,916-1663,5203,9020.43%+382
Select Sector SPDR TR
ST STR INDL ETF
81,88380,862-1,02112,70213,0781.44%+376
American Electric Power Co Inc14,77815,612+8341,7042,0460.22%+342
Ge Vernova Inc(GEV)1,8321,760-721,1971,5360.17%+339
VanEck ETF TR
PREFERRED SECURT
157,985177,272+19,2872,7903,1090.34%+319
Nebius Group NV(NBIS)03,000+3,00003110.03%+311
Qnity Electronics Inc(Q)02,673+2,67303080.03%+308
Merck & Co Inc(MRK)21,77421,520-2542,2922,5890.28%+297
iShares TR
FLTG RATE NT ETF
31,52137,221+5,7001,6031,8960.21%+293
SPDR Series TR
ST STR SP BANK
8,65013,710+5,0605258160.09%+291
Nextera Energy Inc.(NEE)21,81421,970+1561,7512,0410.22%+289
iShares TR04,250+4,25002850.03%+285
AT&T Inc(T)67,68967,662-271,6811,9620.22%+280
Corning Inc(GLW)8,4367,412-1,0247391,0080.11%+269
VanEck ETF TR
RARE EAR STR ETF
15,12515,759+6341,1181,3870.15%+269
Global X Funds
GLB X MLP ENRG I
19,80619,797-91,1991,4640.16%+265
iShares Inc
CORE MSCI EMKT
13,55916,857+3,2989111,1760.13%+264
Marathon Pete Corp(MPC)3,3873,332-555518140.09%+263
iShares TR2,2404,240+2,0002434920.05%+250
Applied Materials Inc2,9422,94207561,0060.11%+249
ConocoPhillips(COP)6,8266,660-1666398790.10%+240
Tidal Trust I53,80565,805+12,0001,3321,5710.17%+239
Solstice Advanced Materials Inc(SOLS)03,067+3,06702340.03%+234
Amgen Inc(AMGN)10,53710,437-1003,4493,6720.40%+223
Coca Cola Co(KO)66,73064,255-2,4754,6654,8870.54%+221
Pinnacle West Cap Corp(PNW)02,198+2,19802210.02%+221
iShares TR
CORE MSCI EAFE
16,65618,856+2,2001,4901,7070.19%+217
Southern Co(SO)21,07721,269+1921,8382,0530.23%+215
Vanguard World Fd
ENERGY ETF
01,213+1,21302100.02%+210
Walmart Inc(WMT)34,78132,857-1,9243,8754,0830.45%+209
iShares Inc
MSCI EMRG CHN
32,74932,904+1552,3802,5880.28%+208
Bristol Myers Squibb Co(BMY)22,80523,625+8201,2301,4330.16%+203
Enterprise Prods Partners LP(EPD)34,26434,26401,0991,2970.14%+198
Duke Energy Corp(DUK)14,18414,185+11,6621,8570.20%+195
Coupang Inc(CPNG)010,000+10,00001890.02%+189
iShares Ethereum Trust(ETHA)011,065+11,06501750.02%+175
Northrop Grumman Corp(NOC)1,4401,44008219820.11%+161
iShares TR9,20610,786+1,5801,0141,1760.13%+161
Caterpillar Inc(CAT)1,1521,145-76608110.09%+151
Vanguard Tax-Managed Fds20,18821,924+1,7361,2611,4050.15%+144
Shell PLC(SHEL)6,7196,711-84946240.07%+130
iShares TR31,62031,539-813,8003,9210.43%+120
iShares TR92,68995,371+2,6824,9015,0130.55%+111
TC Energy Corp(TRP)6,3027,302+1,0003474570.05%+110
Welltower Inc(WELL)12,82212,592-2302,3802,4900.27%+110
Ondas Inc(ONDS)012,000+12,00001080.01%+108
Waste Management Inc(WM)24,65424,016-6385,4175,5190.61%+102
Analog Devices Inc(ADI)2,1182,116-25746730.07%+99
Quanta Services Inc74774703154100.05%+95
SPDR Gold TR(GLD)3,1583,128-301,2521,3460.15%+94
Ross Stores Inc(ROST)2,5202,52004545460.06%+92
Novartis AG(NVS)5,7845,78407978840.10%+86
Select Sector SPDR TR
ST STR CARE ETF
21,29423,070+1,7763,2963,3820.37%+86
Corteva Inc(CTVA)5,8295,676-1533914750.05%+84
RTX Corporation(RTX)18,45317,950-5033,3843,4630.38%+78
Linde PLC(LIN)1,3681,330-385836590.07%+76
Lockheed Martin Corp(LMT)59159102863570.04%+71
Vanguard Intl Equity Index Fd4,0215,316+1,2952162870.03%+71
iShares TR24,28324,058-2259581,0240.11%+66
Intel Corp(INTC)8,4808,48003133740.04%+61
iShares TR51,74451,578-1663,4743,5320.39%+58
Altria Group Inc(MO)6,6286,62803824370.05%+55
CSX Corp(CSX)11,22511,211-144074600.05%+53
Clean Harbors Inc(CLH)1,0001,00002342870.03%+52
iShares TR8,4008,40001,4731,5200.17%+48
Micron Technology Inc(MU)919915-42623090.03%+47
Consolidated Edison Inc(ED)3,3053,30503283740.04%+46
Enbridge Inc(ENB)7,0497,04903373820.04%+44
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