Fund HoldingsAVALON CAPITAL MANAGEMENT

Total Portfolio Value
$344.27M
Total Bought
$128.37M
Total Sold
$90.34M
Net Transaction
+$38.03M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
VANECK ETF TRUST
GOLD MINERS ETF
0423,016+423,016019,4465.65%+19,446
SPDR SER TR
ST INTL BBG ETF
0539,326+539,326011,7903.42%+11,790
GOLDMAN SACHS ETF TR0165,369+165,36908,3582.43%+8,358
ISHARES TR0226,956+226,95608,1342.36%+8,134
KRANESHARES TRUST0204,226+204,22607,1302.07%+7,130
ISHARES TR
CORE MSCI EAFE
077,708+77,70805,8791.71%+5,879
INVESCO CURRENCYSHARES JAPAN(FXY)094,674+94,67405,8221.69%+5,822
SPDR SER TR
SST SPDR BLOOMBE
0216,859+216,85905,6951.65%+5,695
VANGUARD INTL EQUITY INDEX F079,143+79,14305,5571.61%+5,557
SPDR SER TR
ST STR SP DIV
040,578+40,57805,5061.60%+5,506
VANGUARD MALVERN FDS0109,504+109,50405,4641.59%+5,464
VANGUARD INSTL INDEX FD059,186+59,18604,4671.30%+4,467
GLOBAL X FDS0416,118+416,11804,1401.20%+4,140
VANGUARD INSTL INDEX FD051,633+51,63303,8951.13%+3,895
INNOVATOR ETFS TRUST
US EQTY ULTRA B
088,007+88,00703,0190.88%+3,019
ISHARES INC
CORE MSCI EMKT
053,634+53,63402,8950.84%+2,895
SPDR GOLD TR(GLD)059,211+59,211017,0614.96%+17,061
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
0167,602+167,60202,2840.66%+2,284
ISHARES INC0133,785+133,78502,0050.58%+2,005
MANAGED PORTFOLIO SERIES
LEUTH CORE ETF
049,447+49,44701,6940.49%+1,694
ISHARES TR029,406+29,40601,6930.49%+1,693
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
025,422+25,42201,4650.43%+1,465
BERKSHIRE HATHAWAY INC DEL012,441+12,44106,6261.92%+6,626
ISHARES GOLD TR(IAU)049,027+49,02702,8910.84%+2,891
ISHARES TR26,61838,870+12,2522,9314,2941.25%+1,363
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
021,378+21,37801,2700.37%+1,270
ISHARES INC14,07027,016+12,9461,0292,0730.60%+1,044
VANGUARD WORLD FD
ENERGY ETF
3,9589,941+5,9834801,2890.37%+809
AGNICO EAGLE MINES LTD(AEM)10,05114,581+4,5307861,5810.46%+795
ISHARES TR
MSCI INDIA ETF
013,504+13,50406950.20%+695
ISHARES TR015,478+15,47806760.20%+676
ELI LILLY & CO(LLY)05,559+5,55904,5911.33%+4,591
GOLDMAN SACHS ETF TR
NASDA 100 ETF
012,500+12,50005580.16%+558
DIMENSIONAL ETF TRUST
INTL SMALL CAP V
017,480+17,48005090.15%+509
TCW ETF TRUST
TRANS SYSTE ETF
49,96358,411+8,4483,6264,0741.18%+448
VANECK ETF TRUST
REAL ASSETS ETF
68,13277,079+8,9471,9212,3450.68%+425
CANADIAN NAT RES LTD(CNQ)013,359+13,35904110.12%+411
ISHARES TR03,692+3,69204100.12%+410
CISCO SYS INC(CSCO)160,793160,79309,5199,9232.88%+404
SELECT SECTOR SPDR TR
ST STR UTIL ETF
095,466+95,46607,5272.19%+7,527
CNX RES CORP(CNX)6,92317,410+10,4872545480.16%+294
ISHARES TR02,427+2,42702870.08%+287
VANGUARD INDEX FDS01,540+1,54002660.08%+266
ISHARES TR02,823+2,82302570.07%+257
ISHARES SILVER TR(SLV)46,07745,978-991,2131,4250.41%+212
PROSHARES TR
SHOR S&P 500 NEW
04,500+4,50002010.06%+201
ISHARES TR
US TREAS BD ETF
0265,255+265,25506,0971.77%+6,097
GOLDMAN SACHS ETF TR
S&P 500 PREMIUM
48,84954,168+5,3192,4162,5250.73%+109
HEICO CORP NEW(HEI)03,862+3,86201,0320.30%+1,032
AMPLIFY ETF TR89,81891,503+1,6853,6363,7311.08%+95
TRANSDIGM GROUP INC(TDG)581596+157368240.24%+88
WHEATON PRECIOUS METALS CORP(WPM)3,8013,80102142950.09%+81
REPUBLIC SVCS INC(RSG)1,2031,330+1272423220.09%+80
DIREXION SHS ETF TR011,197+11,1970800.02%+80
CHEVRON CORP NEW(CVX)3,1703,17004595300.15%+71
BARRICK GOLD CORP017,600+17,60003420.10%+342
MPLX LP(MPLX)11,63511,63505576230.18%+66
JOHNSON & JOHNSON(JNJ)2,9592,95904284910.14%+63
SANDSTORM GOLD LTD25,00025,00001401890.05%+49
COSTCO WHSL CORP NEW(COST)1,5101,51001,3841,4280.41%+45
GE VERNOVA INC(GEV)1,6801,940+2605535920.17%+40
ISHARES TR24,24224,24202,1592,1960.64%+38
HECLA MNG CO(HL)039,114+39,11402170.06%+217
SCHWAB STRATEGIC TR31,05031,05008488680.25%+20
KINDER MORGAN INC DEL(KMI)15,00015,00004114280.12%+17
META PLATFORMS INC(META)1,4681,518+508608750.25%+15
PALANTIR TECHNOLOGIES INC(PLTR)8,8508,093-7576696830.20%+14
MASTERCARD INCORPORATED(MA)867857-104574700.14%+13
SCHWAB CHARLES CORP(SCHW)6,0465,871-1754474600.13%+12
JPMORGAN CHASE & CO.(JPM)1,5161,51603633720.11%+8
AIR PRODS & CHEMS INC1,7301,73005025100.15%+8
PROCTER AND GAMBLE CO(PG)02,940+2,94005010.15%+501
SELECT SECTOR SPDR TR
ST STR FINL ETF
5,0505,05002442520.07%+7
S&P GLOBAL INC(SPGI)65265203253310.10%+7
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
3,7813,78103073120.09%+5
VANGUARD WHITEHALL FDS1,9631,976+132502550.07%+4
SEABRIDGE GOLD INC(SA)10,30010,30001181200.03%+3
FREEPORT-MCMORAN INC(FCX)5,5905,59002132120.06%-1
NEXTERA ENERGY INC(NEE)3,3643,36402412380.07%-3
SELECT SECTOR SPDR TR
ST STR INDL ETF
4,1214,12105435400.16%-3
SPDR DOW JONES INDL AVERAGE(DIA)61161102602570.07%-3
PEPSICO INC(PEP)02,108+2,10803160.09%+316
INNOVATOR ETFS TRUST
GRWT100 PWR BUF
4,2944,29402702580.07%-12
TEXAS INSTRS INC(TXN)1,6151,61503032900.08%-13
NATURAL RESOURCE PARTNERS L(NRP)2,0002,00002222080.06%-14
CLEVELAND-CLIFFS INC NEW(CLF)14,00014,00001321150.03%-17
SPDR SER TR
ST STR SP AERO
3,7213,72106175980.17%-19
DENISON MINES CORP(DNN)11,1700-11,170200-20
VANGUARD INDEX FDS787768-194243940.11%-29
CARLYLE GROUP INC(CG)4,7784,77802412080.06%-33
NETFLIX INC(NFLX)735663-726556180.18%-37
HP INC(HPQ)8,0508,05002632230.06%-40
SPDR S&P 500 ETF TR(SPY)1,4141,397-178297820.23%-47
VANGUARD WORLD FD
INF TECH ETF
648610-384033310.10%-72
INVESCO EXCHANGE TRADED FD T
WATER RES ETF
060,702+60,70203,9161.14%+3,916
SELECT SECTOR SPDR TR
ST STR TECHN ETF
3,1803,18007396570.19%-83
BANK MONTREAL QUE4,3503,425-9254223270.10%-95
PACER FDS TR
US CASH COWS 100
054,567+54,56702,9880.87%+2,988
ULTA BEAUTY INC(ULTA)1,5721,57206845760.17%-108
VISA INC(V)6,5435,588-9552,0681,9580.57%-109
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