Fund HoldingsBiltmore Wealth Management, LLC

Total Portfolio Value
$210.20M
Total Bought
$19.75M
Total Sold
$16.98M
Net Transaction
+$2.77M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR INDL ETF
224,824234,827+10,00322,79326,76812.73%+3,975
SELECT SECTOR SPDR TR
ST STR TECHN ETF
121,977123,018+1,04119,99623,67911.26%+3,683
SELECT SECTOR SPDR TR
ST STR DISCR ETF
100,129100,943+81416,11918,0508.59%+1,931
SELECT SECTOR SPDR TR
ST STR CARE ETF
158,153163,059+4,90620,36122,23810.58%+1,877
SELECT SECTOR SPDR TR
ST STR UTIL ETF
144,241158,528+14,2878,50010,0404.78%+1,539
SELECT SECTOR SPDR TR
ST STR STAPL ETF
156,718171,056+14,33810,78412,3215.86%+1,537
SELECT SECTOR SPDR TR
ST STR MATER ETF
113,461119,047+5,5868,91210,1834.84%+1,271
PIMCO ETF TR
SHTRM MUN BD ACT
359,195368,867+9,67217,58318,4538.78%+871
SPDR GOLD TR(GLD)34,67735,621+9445,9456,8103.24%+864
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
97,141101,373+4,2325,5955,9132.81%+318
ABBOTT LABS01,945+1,94502140.10%+214
MICRON TECHNOLOGY INC(MU)10,50010,518+187148980.43%+183
AMAZON COM INC(AMZN)6,7506,75008581,0260.49%+168
APPLE INC(AAPL)7,2597,266+71,2431,3990.67%+156
COSTCO WHSL CORP NEW(COST)1,5571,559+28791,0290.49%+150
CELANESE CORP DEL(CE)4,8344,861+276077550.36%+149
NVIDIA CORPORATION(NVDA)2,4302,431+11,0571,2040.57%+146
CSX CORP(CSX)31,22431,293+699601,0850.52%+125
EATON CORP PLC(ETN)4,3704,37009321,0520.50%+120
WEYERHAEUSER CO MTN BE(WY)22,22022,346+1266817770.37%+96
AMETEK INC5,3975,415+187988930.42%+95
FREEPORT-MCMORAN INC(FCX)16,53016,601+716167070.34%+90
PUBLIC STORAGE(PSA)1,9481,967+195136000.29%+87
NIKE INC(NKE)6,1946,216+225926750.32%+83
NETFLIX INC(NFLX)72372302733520.17%+79
VONTIER CORPORATION(VNT)20,35420,369+156297040.33%+74
MICROSOFT CORP(MSFT)801802+12533010.14%+49
AFLAC INC(AFL)5,8695,925+564504890.23%+38
THERMO FISHER SCIENTIFIC INC(TMO)1,5111,512+17658030.38%+38
MEDTRONIC PLC(MDT)7,0847,08405555840.28%+28
HCA HEALTHCARE INC(HCA)2,9832,799-1847347580.36%+24
AT&T INC(T)11,09811,100+21671860.09%+20
ALPHABET INC(GOOG)2,0202,02002642820.13%+18
ALPHABET INC(GOOG)1,9401,94002562730.13%+18
SOUTHERN CO(SO)3,1793,182+32062230.11%+17
DIAMONDBACK ENERGY INC(FANG)3,8403,924+845956080.29%+14
UNITED PARCEL SERVICE INC(UPS)3,7853,825+405906010.29%+11
PROCTER AND GAMBLE CO(PG)5,8225,857+358498580.41%+9
JOHNSON & JOHNSON(JNJ)4,6074,615+87187230.34%+6
BERKSHIRE HATHAWAY INC DEL702703+12462510.12%+5
COMCAST CORP NEW(CCZ)11,68711,748+615185150.25%-3
TESLA INC(TSLA)3,2693,26908188120.39%-6
DEVON ENERGY CORP NEW(DVN)10,62910,741+1125074870.23%-20
PIMCO ETF TR
ULTR SH GO AC FD
5,3395,092-2475385120.24%-25
CHARTER COMMUNICATIONS INC N(CHTR)76976903382990.14%-39
EXXON MOBIL CORP3,5563,55604183560.17%-63
ISHARES TR22,75519,520-3,2352,0841,8820.90%-203
SPDR SER TR
ST STR BLO 1 ETF
32,03728,640-3,3972,9422,6171.25%-324
ISHARES TR23,05716,378-6,6791,8671,3440.64%-523
SELECT SECTOR SPDR TR
ST STR ENERG ETF
91,70890,030-1,6788,2907,5483.59%-741
SELECT SECTOR SPDR TR
ST STR SVC ETF
165,261136,129-29,13210,8369,8914.71%-945
ISHARES TR187,22798,899-88,3288,8335,3692.55%-3,464
PIMCO ETF TR
INTER MUN BD ACT
290,21772,013-218,20414,5313,8021.81%-10,729
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