Fund HoldingsCamelot Portfolios, LLC

Total Portfolio Value
$161.83M
Total Bought
$71.93M
Total Sold
$2.17M
Net Transaction
+$69.76M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
BERKSHIRE HATHAWAY INC DEL1,2326,345+5,1135593,3792.09%+2,821
FIDELITY WISE ORIGIN BITCOIN(FBTC)028,205+28,20502,0301.25%+2,030
ALPHABET INC(GOOG)4,15417,359+13,2057862,6841.66%+1,898
TESLA INC(TSLA)07,320+7,32001,8971.17%+1,897
AMAZON COM INC(AMZN)8,27317,493+9,2201,8153,3282.06%+1,513
VISA INC(V)03,888+3,88801,3630.84%+1,363
DOLLAR GEN CORP NEW(DG)015,230+15,23001,3390.83%+1,339
COSTCO WHSL CORP NEW(COST)2361,612+1,3762161,5240.94%+1,308
VANGUARD INTL EQUITY INDEX F046,601+46,60102,8271.75%+2,827
META PLATFORMS INC(META)02,213+2,21301,2750.79%+1,275
JANUS DETROIT STR TR
B-BBB CLO ETF
024,525+24,52501,1940.74%+1,194
APPLE INC(AAPL)4,59310,470+5,8771,1502,3261.44%+1,176
JPMORGAN CHASE & CO.(JPM)04,696+4,69601,1520.71%+1,152
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
020,748+20,74801,1060.68%+1,106
FIRST TR VALUE LINE DIVID IN
SHS
024,517+24,51701,0930.68%+1,093
SPDR SER TR
ST STR P400MID
019,235+19,23509840.61%+984
PALANTIR TECHNOLOGIES INC(PLTR)011,472+11,47209680.60%+968
MICROSOFT CORP(MSFT)6923,350+2,6582921,2580.78%+966
AES CORP(AES)071,502+71,50208880.55%+888
ISHARES TR38,84376,670+37,8278861,7731.10%+888
FIDELITY MERRIMACK STR TR019,066+19,06608700.54%+870
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
015,178+15,17808670.54%+867
ISHARES TR37,67377,936+40,2637671,6171.00%+851
ZIMMER BIOMET HOLDINGS INC(ZBH)4,43411,590+7,1564681,3120.81%+843
SIRIUSXM HOLDINGS INC(SIRI)0111,917+111,91702,5231.56%+2,523
JANUS DETROIT STR TR
HENDRSON AAA CL
62,69777,608+14,9113,1793,9362.43%+756
CALAMOS ETF TR
RUSSE 2000 JULY
030,017+30,01707450.46%+745
ELI LILLY & CO(LLY)0880+88007260.45%+726
INVESCO EXCH TRD SLF IDX FD
INVSCO BLSH 26
82,430112,378+29,9481,9192,6061.61%+687
BIOGEN INC(BIIB)04,950+4,95006770.42%+677
NVIDIA CORPORATION(NVDA)06,147+6,14706660.41%+666
CALAMOS ETF TR
S&P 500 STR SEPT
026,321+26,32106630.41%+663
BAXTER INTL INC041,762+41,76201,4300.88%+1,430
LAMB WESTON HLDGS INC(LW)012,200+12,20006500.40%+650
CALAMOS ETF TR
S&P 500 STRUCTRD
025,496+25,49606350.39%+635
SPDR S&P 500 ETF TR(SPY)(Put)020,200+20,2000612+612
HUNTINGTON INGALLS INDS INC(HII)02,948+2,94806020.37%+602
DOMINION ENERGY INC(D)09,818+9,81805500.34%+550
GE AEROSPACE(GE)1,8254,233+2,4083048470.52%+543
LABCORP HOLDINGS INC(LH)02,327+2,32705420.33%+542
POLARIS INC(PII)026,383+26,38301,0800.67%+1,080
INVESCO EXCH TRD SLF IDX FD
INVSCO BLSH 28
71,63797,319+25,6821,4421,9801.22%+538
ISHARES TR
IBONDS 27 ETF
60,39881,811+21,4131,4471,9781.22%+531
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)5,55812,238+6,6804279360.58%+509
HONEYWELL INTL INC(HON)02,401+2,40105080.31%+508
WK KELLOGG CO55,47475,251+19,7779981,5000.93%+502
HIGHLAND OPPS & INCOME FD0457,698+457,69802,3801.47%+2,380
TYSON FOODS INC(TSN)5,95112,813+6,8623428180.51%+476
CVR ENERGY INC(CVI)041,806+41,80608110.50%+811
UNITEDHEALTH GROUP INC(UNH)0860+86004500.28%+450
AMERICAN TOWER CORP NEW(AMT)02,059+2,05904480.28%+448
STELLANTIS N.V(STLA)76,017127,217+51,2009921,4260.88%+434
CHEVRON CORP NEW(CVX)02,578+2,57804310.27%+431
HARTFORD INSURANCE GROUP INC(HIG)03,477+3,47704300.27%+430
VANGUARD INDEX FDS012,885+12,88502,2261.38%+2,226
ING GROEP N.V.(ING)17,30335,119+17,8162716880.43%+417
VEEVA SYS INC(VEEV)01,793+1,79304150.26%+415
FIRST TR EXCHNG TRADED FD VI
FT VEST US
48,51358,913+10,4002,0712,4831.53%+412
ADOBE INC(ADBE)01,073+1,07304110.25%+411
KIMBERLY-CLARK CORP(KMB)02,848+2,84804050.25%+405
KILROY RLTY CORP(KRC)14,57230,302+15,7305899930.61%+403
HOST HOTELS & RESORTS INC(HST)19,25051,218+31,9683377280.45%+391
GRANITE PT MTG TR INC0395,990+395,99001,0300.64%+1,030
TEXTRON INC(TXT)05,205+5,20503760.23%+376
EATON VANCE TAX-MANAGED GLOB(ETW)045,400+45,40003750.23%+375
ABM INDS INC07,766+7,76603680.23%+368
INNOVATOR ETFS TRUST
US EQTY PWR BUF
056,530+56,53002,1711.34%+2,171
YUM CHINA HLDGS INC(YUMC)24,15829,208+5,0501,1641,5210.94%+357
OLD REP INTL CORP(ORI)08,973+8,97303520.22%+352
VERISIGN INC01,385+1,38503520.22%+352
ELECTRONIC ARTS INC(EA)02,409+2,40903480.22%+348
NUVEEN REAL ASSET INCOME & G091,617+91,61701,1860.73%+1,186
KAYNE ANDERSON ENERGY INFRST(KYN)72,54797,661+25,1149221,2530.77%+331
STRYKER CORPORATION(SYK)0881+88103280.20%+328
ESSEX PPTY TR INC(ESS)04,848+4,84801,4860.92%+1,486
CACI INTL INC(CACI)0844+84403100.19%+310
PRIMORIS SVCS CORP(PRIM)05,359+5,35903080.19%+308
RELIANCE INC(RS)01,055+1,05503050.19%+305
PINTEREST INC(PINS)13,70022,489+8,7893976970.43%+300
FORTIVE CORP(FTV)04,075+4,07502980.18%+298
BAKER HUGHES COMPANY(BKR)06,760+6,76002970.18%+297
RUSH ENTERPRISES INC(RUSHA)05,521+5,52102950.18%+295
GE HEALTHCARE TECHNOLOGIES I(GEHC)03,628+3,62802930.18%+293
ZOOM COMMUNICATIONS INC(ZM)8,69013,579+4,8897091,0020.62%+292
REINSURANCE GRP OF AMERICA I(RGA)01,472+1,47202900.18%+290
EPR PPTYS(EPR)05,503+5,50302900.18%+290
BRISTOL-MYERS SQUIBB CO(BMY)04,736+4,73602890.18%+289
PERDOCEO ED CORP(PRDO)19,43731,844+12,4075148020.50%+287
WESTERN ASSET HIGH YIELD DEF47,22771,241+24,0145588430.52%+285
EXXON MOBIL CORP06,235+6,23507420.46%+742
VANGUARD INDEX FDS5,7947,009+1,2151,5311,8131.12%+282
EVERSOURCE ENERGY(ES)019,617+19,61701,2180.75%+1,218
BARINGS GLOBAL SHORT DURATIO(BGH)071,610+71,61001,0830.67%+1,083
OMNICOM GROUP INC(OMC)03,311+3,31102750.17%+275
ABRDN INCOME CREDIT STRATEGI0120,142+120,14207080.44%+708
HF SINCLAIR CORP(DINO)08,242+8,24202710.17%+271
MCKESSON CORP(MCK)0400+40002690.17%+269
CDW CORP(CDW)01,636+1,63602620.16%+262
SCHWAB STRATEGIC TR011,100+11,10002600.16%+260
EATON VANCE LIMITED DURATION
COM
0108,291+108,29101,0810.67%+1,081
Page 1 of 1