Fund HoldingsGround Swell Capital, LLC

Total Portfolio Value
$66.50M
Total Bought
$52.88M
Total Sold
$100.66M
Net Transaction
-$47.78M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
TESLA INC(TSLA)(Call)020,000+20,00008,077+8,077
ISHARES TR(Call)050,000+50,00004,367+4,367
MICROSTRATEGY INC(MSTR)(Put)015,000+15,00004,344+4,344
MICROSTRATEGY INC(MSTR)(Call)010,000+10,00002,896+2,896
ISHARES TR011,841+11,84101,9442.92%+1,944
SPDR S&P 500 ETF TR(SPY)02,638+2,63801,5462.32%+1,546
AUTOMATIC DATA PROCESSING IN04,479+4,47901,3111.97%+1,311
SPDR SER TR
SP O&G EXPL PRO
08,714+8,71401,1531.73%+1,153
VANECK ETF TRUST
GOLD MINERS ETF
032,296+32,29601,0951.65%+1,095
VANECK ETF TRUST
OIL SERVICES ETF
03,899+3,89901,0581.59%+1,058
ISHARES TR03,155+3,15509081.37%+908
T-MOBILE US INC(TMUS)03,743+3,74308261.24%+826
ARK ETF TR
INNOVATION ETF
014,373+14,37308161.23%+816
PROSHARES TR
PSHS ULTRA QQQ
07,051+7,05107631.15%+763
VANGUARD INDEX FDS02,601+2,60107541.13%+754
NVIDIA CORPORATION(NVDA)05,598+5,59807521.13%+752
PERFORMANCE FOOD GROUP CO(PFGC)07,799+7,79906590.99%+659
ISHARES TR01,676+1,67605600.84%+560
SCHWAB STRATEGIC TR019,145+19,14505340.80%+534
ISHARES TR05,921+5,92105230.79%+523
DBX ETF TR4,1539,278+5,1254199311.40%+513
PIMCO ETF TR
0-5 HIGH YIELD
04,922+4,92204610.69%+461
MARRIOTT INTL INC NEW(MAR)01,575+1,57504390.66%+439
SPDR SER TR
ST SHO TREAS ETF
014,223+14,22304130.62%+413
DOORDASH INC(DASH)02,419+2,41904060.61%+406
PALANTIR TECHNOLOGIES INC(PLTR)05,168+5,16803910.59%+391
SCHWAB STRATEGIC TR016,766+16,76603890.58%+389
NVR INC(NVR)044+4403600.54%+360
EXXON MOBIL CORP03,229+3,22903470.52%+347
ISHARES TR04,017+4,01703450.52%+345
NASDAQ INC(NDAQ)04,305+4,30503330.50%+333
ISHARES TR02,578+2,57803320.50%+332
PHILIP MORRIS INTL INC(PM)02,706+2,70603260.49%+326
AXON ENTERPRISE INC(AXON)0541+54103220.48%+322
SPDR SER TR
ST STR SP HOME
03,025+3,02503160.48%+316
WALMART INC(WMT)03,473+3,47303140.47%+314
META PLATFORMS INC(META)0517+51703030.46%+303
ARCHER AVIATION INC(ACHR)030,992+30,99203020.45%+302
VANECK ETF TRUST
JUNIOR GOLD MINE
07,063+7,06303020.45%+302
FIRST CTZNS BANCSHARES INC N(FCNCA)0142+14203000.45%+300
INVESCO QQQ TR0578+57802950.44%+295
IONQ INC(IONQ)12,5949,668-2,9261104040.61%+294
WYNN RESORTS LTD(WYNN)03,403+3,40302930.44%+293
VISA INC(V)0923+92302920.44%+292
VULCAN MATLS CO(VMC)01,093+1,09302810.42%+281
WATERS CORP(WAT)0757+75702810.42%+281
JEFFERIES FINL GROUP INC(JEF)03,564+3,56402790.42%+279
LOWES COS INC(LOW)01,125+1,12502780.42%+278
AMERICAN INTL GROUP INC03,739+3,73902720.41%+272
GRAINGER W W INC(GWW)0257+25702710.41%+271
UNUM GROUP(UNM)03,665+3,66502680.40%+268
C H ROBINSON WORLDWIDE INC(CHRW)02,586+2,58602670.40%+267
DOMINOS PIZZA INC(DPZ)0635+63502670.40%+267
LIVE NATION ENTERTAINMENT IN(LYV)02,051+2,05102660.40%+266
AXOS FINANCIAL INC(AX)03,738+3,73802610.39%+261
CARPENTER TECHNOLOGY CORP(CRS)01,508+1,50802560.38%+256
PROLOGIS INC.(PLD)02,383+2,38302520.38%+252
ALPS ETF TR
ALERIAN MLP
05,224+5,22402520.38%+252
CHURCH & DWIGHT CO INC(CHD)02,402+2,40202520.38%+252
LEMONADE INC(LMND)06,776+6,77602490.37%+249
US FOODS HLDG CORP(USFD)03,600+3,60002430.37%+243
DIGITAL RLTY TR INC(DLR)01,343+1,34302380.36%+238
ONEOK INC NEW(OKE)02,364+2,36402370.36%+237
RALPH LAUREN CORP(RL)01,021+1,02102360.35%+236
THOMSON REUTERS CORP(TRI)01,463+1,46302350.35%+235
FRESHPET INC(FRPT)01,561+1,56102310.35%+231
BELLRING BRANDS INC(BRBR)03,061+3,06102310.35%+231
ABBOTT LABS02,038+2,03802310.35%+231
SPDR SER TR
ST STR SP SEMI
0905+90502250.34%+225
PNC FINL SVCS GROUP INC(PNC)01,164+1,16402240.34%+224
ELECTRONIC ARTS INC(EA)01,532+1,53202240.34%+224
HERC HLDGS INC(HRI)01,148+1,14802170.33%+217
TIDAL TR II06,049+6,04902130.32%+213
SPDR SER TR
ST STR SP600SM C
02,432+2,43202120.32%+212
AXIS CAP HLDGS LTD
SHS
02,378+2,37802110.32%+211
WISDOMTREE TR(WT)04,347+4,34702030.31%+203
PETROLEO BRASILEIRO SA PETRO
SP ADR NON VTG
016,719+16,71901980.30%+198
PERMIAN RESOURCES CORP(PR)013,001+13,00101870.28%+187
HALEON PLC(HLN)015,813+15,81301510.23%+151
NEUBERGER BERMAN HIGH YIELD(NHS)015,662+15,66201170.18%+117
SPINNAKER ETF SERIES
OBRA HIGH GRDE
010,258+10,25801030.16%+103
UNITEDHEALTH GROUP INC(UNH)373614+2412183110.47%+93
BIGBEAR AI HLDGS INC(BBAI)016,331+16,3310730.11%+73
AMERICAN AXLE & MFG HLDGS IN010,415+10,4150610.09%+61
HECLA MNG CO(HL)011,539+11,5390570.09%+57
MEIWU TECHNOLOGY COMPANY LTD026,434+26,4340550.08%+55
NXU INC041,941+41,9410440.07%+44
CHIPOTLE MEXICAN GRILL INC(CMG)(Put)015,000+15,0000905+905
CEMTREX INC013,807+13,8070400.06%+40
LUCID GROUP INC(LCID)011,100+11,1000340.05%+34
WANG LEE GROUP INC017,906+17,9060330.05%+33
TENAYA THERAPEUTICS INC022,262+22,2620320.05%+32
BUTTERFLY NETWORK INC(BFLY)010,192+10,1920320.05%+32
LESLIES INC014,241+14,2410320.05%+32
CHECHE GROUP INC033,344+33,3440290.04%+29
KINDLY MD INC
COM
022,869+22,8690280.04%+28
APPLIED THERAPEUTICS INC031,636+31,6360270.04%+27
PLUG POWER INC(PLUG)012,561+12,5610270.04%+27
PDD HOLDINGS INC(PDD)1,7952,764+9692422680.40%+26
ONCOCYTE CORP010,915+10,9150260.04%+26
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