Fund HoldingsGround Swell Capital, LLC

Total Portfolio Value
$113.70M
Total Bought
$88.91M
Total Sold
$104.52M
Net Transaction
-$15.61M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
ISHARES TR(Call)060,000+60,000013,253+13,253
INVESCO QQQ TR(Call)020,000+20,00009,761+9,761
MICROSOFT CORP(MSFT)021,631+21,63109,3088.19%+9,308
NVIDIA CORPORATION(NVDA)(Call)075,000+75,00009,108+9,108
INTEL CORP(INTC)(Call)0250,000+250,00005,865+5,865
NVIDIA CORPORATION(NVDA)(Put)025,000+25,00003,036+3,036
ISHARES TR(Call)050,000+50,00001,589+1,589
S&P GLOBAL INC(SPGI)02,846+2,84601,4701.29%+1,470
STARBUCKS CORP(SBUX)013,773+13,77301,3431.18%+1,343
APPLE INC(AAPL)3,1638,479+5,3166661,9761.74%+1,309
COINBASE GLOBAL INC(COIN)06,914+6,91401,2321.08%+1,232
ISHARES INC016,550+16,55001,0590.93%+1,059
DEXCOM INC(DXCM)015,283+15,28301,0250.90%+1,025
OLD DOMINION FREIGHT LINE IN(ODFL)1,8486,701+4,8533261,3311.17%+1,005
ISHARES INC033,132+33,13209770.86%+977
ADVANCED MICRO DEVICES INC(AMD)05,670+5,67009300.82%+930
ISHARES TR010,871+10,87109090.80%+909
SPDR S&P MIDCAP 400 ETF TR(MDY)01,392+1,39207930.70%+793
ISHARES TR012,681+12,68107900.70%+790
AIRBNB INC05,496+5,49606970.61%+697
PROSHARES TR
ULTRAPRO QQQ
09,590+9,59006950.61%+695
PALO ALTO NETWORKS INC(PANW)02,014+2,01406880.61%+688
SUPER MICRO COMPUTER INC(SMCI)01,637+1,63706820.60%+682
VANGUARD INTL EQUITY INDEX F05,050+5,05006360.56%+636
ISHARES TR07,718+7,71806200.55%+620
SPDR SER TR
ST BLOO HIGH ETF
05,478+5,47805360.47%+536
ISHARES TR04,660+4,66005260.46%+526
WESTERN DIGITAL CORP.(WDC)07,438+7,43805080.45%+508
CBRE GROUP INC(CBRE)03,937+3,93704900.43%+490
ISHARES INC
MSCI JAPAN ETF
06,547+6,54704680.41%+468
COMCAST CORP NEW(CCZ)011,029+11,02904610.41%+461
SOLVENTUM CORP(SOLV)06,260+6,26004360.38%+436
MOODYS CORP(MCO)0902+90204280.38%+428
DBX ETF TR04,153+4,15304190.37%+419
PROCTER AND GAMBLE CO(PG)02,282+2,28203950.35%+395
SPDR INDEX SHS FDS
ST PORT MARK ETF
09,397+9,39703880.34%+388
NOVO-NORDISK A S(NVO)03,164+3,16403770.33%+377
ARM HOLDINGS PLC02,630+2,63003760.33%+376
MASTERCARD INCORPORATED(MA)0701+70103460.30%+346
GOLDMAN SACHS GROUP INC(GS)0659+65903260.29%+326
SNOWFLAKE INC(SNOW)02,834+2,83403260.29%+326
SPROTT FDS TR
URANI MINER ETF
06,952+6,95203190.28%+319
AVERY DENNISON CORP01,413+1,41303120.27%+312
DELL TECHNOLOGIES INC(DELL)02,529+2,52903000.26%+300
MURPHY USA INC(MUSA)0585+58502880.25%+288
INTEL CORP(INTC)012,161+12,16102850.25%+285
CHARLES RIV LABS INTL INC(CRL)01,438+1,43802830.25%+283
BOEING CO(BA)01,807+1,80702750.24%+275
KIMBERLY-CLARK CORP(KMB)01,917+1,91702730.24%+273
PROSHARES TR
PSHS ULTRA DOW30
02,851+2,85102720.24%+272
PINNACLE WEST CAP CORP(PNW)03,013+3,01302670.23%+267
ISHARES INC01,679+1,67902630.23%+263
ELI LILLY & CO(LLY)0293+29302600.23%+260
AMAZON COM INC(AMZN)01,386+1,38602580.23%+258
MONSTER BEVERAGE CORP NEW(MNST)04,945+4,94502580.23%+258
CIVITAS RESOURCES INC05,085+5,08502580.23%+258
KANZHUN LIMITED(BZ)014,797+14,79702570.23%+257
ISHARES INC05,096+5,09602570.23%+257
BANK AMERICA CORP0201+20102560.23%+256
MID-AMER APT CMNTYS INC(MAA)01,610+1,61002560.23%+256
CELANESE CORP DEL(CE)01,880+1,88002560.22%+256
ARISTA NETWORKS INC0664+66402550.22%+255
BLACKSTONE INC(BX)01,656+1,65602540.22%+254
GENERAL MTRS CO(GM)05,430+5,43002430.21%+243
PDD HOLDINGS INC(PDD)01,795+1,79502420.21%+242
ECOLAB INC(ECL)0939+93902400.21%+240
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)03,087+3,08702380.21%+238
MAKEMYTRIP LIMITED MAURITIUS
SHS
02,495+2,49502320.20%+232
LI AUTO INC(LI)09,016+9,01602310.20%+231
INVESCO EXCH TRADED FD TR II
S&P SMALLCAP 600
04,912+4,91202250.20%+225
URBAN OUTFITTERS INC(URBN)05,822+5,82202230.20%+223
INTERACTIVE BROKERS GROUP IN(IBKR)01,595+1,59502220.20%+222
BROWN FORMAN CORP(BF-A)04,511+4,51102220.20%+222
INVESCO EXCH TRADED FD TR II05,363+5,36302210.19%+221
ALLEGION PLC(ALLE)01,516+1,51602210.19%+221
NEXTERA ENERGY INC(NEE)02,598+2,59802200.19%+220
ZOETIS INC(ZTS)01,120+1,12002190.19%+219
UNITEDHEALTH GROUP INC(UNH)0373+37302180.19%+218
KIRBY CORP(KEX)01,774+1,77402170.19%+217
ISHARES INC04,024+4,02402160.19%+216
ETF SER SOLUTIONS
ETFB GRE SRI ETF
010,039+10,03902150.19%+215
RB GLOBAL INC(RBA)02,645+2,64502130.19%+213
TRAVELERS COMPANIES INC(TRV)0908+90802130.19%+213
CALAMOS ETF TR
ANTE GLOB SU ETF
06,728+6,72802060.18%+206
CUMMINS INC(CMI)0635+63502060.18%+206
ACCENTURE PLC IRELAND
SHS CLASS A
0575+57502030.18%+203
COHERENT CORP(COHR)02,280+2,28002030.18%+203
ON SEMICONDUCTOR CORP(ON)02,764+2,76402010.18%+201
LENNOX INTL INC(LII)0331+33102000.18%+200
REITAR LOGTECH HLDGS LTD026,603+26,60301270.11%+127
RITHM CAPITAL CORP(RITM)010,547+10,54701200.11%+120
HARMONY GOLD MINING CO LTD(HMY)011,337+11,33701150.10%+115
IONQ INC(IONQ)012,594+12,59401100.10%+110
WOLFSPEED INC(WOLF)010,216+10,2160990.09%+99
KRANESHARES TRUST15,00014,678-3224054990.44%+94
RLJ LODGING TR(RLJ)010,097+10,0970930.08%+93
BERKSHIRE HATHAWAY INC DEL593707+1142413250.29%+84
PARAMOUNT GROUP INC013,604+13,6040670.06%+67
GRANITE RIDGE RESOURCES INC011,160+11,1600660.06%+66
OPKO HEALTH INC(OPK)042,339+42,3390630.06%+63
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