Fund HoldingsBECK CAPITAL MANAGEMENT, LLC

Total Portfolio Value
$340.30M
Total Bought
$32.30M
Total Sold
$70.75M
Net Transaction
-$38.45M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
EQT CORP COM(EQT)76,602137,274+60,6723,5327,3352.16%+3,802
CONOCOPHILLIPS COM(COP)025,782+25,78202,7080.80%+2,708
ANTERO RESOURCES CORP COM(AR)065,741+65,74102,6590.78%+2,659
EXPAND ENERGY CORPORATION COMMON STOCK(EXE)023,646+23,64602,6320.77%+2,632
NEXTERA ENERGY INC COM USD0.01(NEE)025,908+25,90801,8370.54%+1,837
TALEN ENERGY CORP COM(TLN)09,138+9,13801,8250.54%+1,825
TARGA RESOURCES CORP(TRGP)29,30735,172+5,8655,2317,0512.07%+1,820
INNOVATOR ETFS TRUST EQUITY DEFINED P
EQUI DEF PRO APR
048,135+48,13501,2070.35%+1,207
BLACKSTONE SECD LENDING FD COMMON STOCK(BXSL)244,835281,298+36,4637,9119,1032.67%+1,192
GLOBAL X FDS DEFENSE TECH ETF
DEFENSE TECH ETF
101,350106,596+5,2463,7914,9621.46%+1,171
FIRST TR EXCHNG TRADED FD VIII FT VEST US EQT
FT VEST US EQT
024,022+24,02201,0700.31%+1,070
FIRST TR EXCHNG TRADED FD VIII FT VEST US EQT
FT VEST US EQT
022,499+22,49901,0500.31%+1,050
SPOTIFY TECHNOLOGY S.A. COM EUR0.000625(SPOT)11,16110,870-2914,9935,9791.76%+986
ISHARES GOLD TR ISHARES NEW ISIN #US4642852044 SEDOL #BKP74N6(IAU)016,656+16,65609820.29%+982
NETFLIX INC(NFLX)4,0244,741+7173,5874,4211.30%+835
WELLTOWER INC COM(WELL)19,88321,042+1,1592,5063,2240.95%+718
SUPER MICRO COMPUTER INC COM NEW(SMCI)020,764+20,76407110.21%+711
FIRST TR EXCHNG TRADED FD VIII FT VEST US EQT
FT VEST US EQT
020,092+20,09206650.20%+665
MCKESSON CORP(MCK)6,2396,121-1183,5564,1201.21%+564
J P MORGAN EXCHANGE TRADED FD NASDAQ EQT PREM
NASDAQ EQT PREM
114,286133,541+19,2556,4436,9152.03%+471
ANTERO MIDSTREAM CORP COM(AM)154,722153,818-9042,3352,7690.81%+434
GE AEROSPACE COM NEW(GE)012,924+12,92402,5870.76%+2,587
CHENIERE ENERGY INC COM USD0.003(LNG)21,90721,808-994,7075,0461.48%+339
FIRST TR EXCHANGE-TRADED FD NAT GAS ETF011,033+11,03302740.08%+274
GLOBAL MED REIT INC COM NEW0182,998+182,99801,6010.47%+1,601
INVESCO EXCHANGE TRADED FD TR S&P500 EQL ENR
S&P500 EQL ENR
31,27332,149+8762,3882,6320.77%+244
BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B0428+42802280.07%+228
NATIONAL FUEL GAS CO COM(NFG)02,765+2,76502190.06%+219
UBER TECHNOLOGIES INC COM(UBER)02,951+2,95102150.06%+215
REGENCY CENTERS CORP COM USD0.01(REG)36,78039,775+2,9952,7192,9340.86%+215
EA SERIES TRUST ALPHA ARCHITECT 1-3 MONTH BOX ETF
ALPHA ARCH 1-3
12,91414,682+1,7681,4241,6370.48%+213
GLOBAL X FDS GLBL X MLP ETF
GLBL X MLP ETF
45,93046,380+4502,2692,4690.73%+199
PALANTIR TECHNOLOGIES INC CL A(PLTR)7,6308,896+1,2665777510.22%+174
AGNC INVT CORP COM(AGNC)0587,905+587,90505,6321.66%+5,632
EXXON MOBIL CORP COM13,02712,666-3611,4011,5060.44%+105
ALPHABET INC CAP STK CL A(GOOG)1,2672,164+8972403350.10%+95
GLOBAL NET LEASE INC COM NEW(GNL)0347,789+347,78902,7960.82%+2,796
STAG INDUSTRIAL INC(STAG)054,754+54,75401,9780.58%+1,978
GRAYSCALE BITCOIN MINI TR ETF SHS NEW(BTC)22,98028,666+5,6869621,0460.31%+84
DOMINION ENERGY INC COM(D)44,35344,045-3082,3892,4700.73%+81
JANUS DETROIT STR TR HENDRSON AAA CL
HENDRSON AAA CL
36,47637,952+1,4761,8501,9250.57%+75
JPMORGAN CHASE &CO. COM(JPM)14,46514,404-613,4673,5331.04%+66
VISA INC(V)761796+352412790.08%+38
INTERNATIONAL BUS MACH CORP COM USD0.20(IBM)1,2541,258+42763130.09%+37
TANGER INC COM(SKT)112,767114,943+2,1763,8493,8841.14%+35
FRANKLIN BSP RLTY TR INC COMMON STOCK28,02228,264+2423513600.11%+9
KINDER MORGAN INC COM USD0.01(KMI)14,88014,408-4724084110.12%+3
INNOVATOR ETFS TRUST EQUITY DEFINED PROTECTION ETF 1 YR JULY
EQUI DEFI 1 JULY
13,28113,259-223593550.10%-4
TESLA INC COM(TSLA)7201,101+3812912850.08%-5
SPDR DOW JONES INDL AVERAGE ET UT SER 1(DIA)591585-62512460.07%-6
BITWISE BITCOIN ETF TR SHS BEN INT(BITB)4,5864,972+3862332230.07%-10
AMPLIFY TR CYBERSECURITY ETF4,7234,746+233523410.10%-11
PERMIAN RESOURCES CORP CLASS A COM(PR)86,19588,656+2,4611,2391,2280.36%-12
GLOBAL X FDS ARTIFICIAL ETF
ARTIFICIAL ETF
6,0546,027-272342190.06%-15
INNOVATOR ETFS TRUST US EQTY PWR BUF
US EQTY PWR BUF
13,20013,020-1805004850.14%-15
CARRIER GLOBAL CORPORATION COM(CARR)10,56911,108+5397217040.21%-17
INNOVATOR ETFS TRUST US EQT BUFR APR
US EQT BUFR APR
6,8656,734-1313042860.08%-18
INNOVATOR ETFS TRUST US EQTY PWR BUF
US EQTY PWR BUF
13,21012,881-3294964770.14%-19
VANECK ETF TRUST MRNGSTR WDE MOAT
MRNGSTR WDE MOAT
6,1486,241+935705490.16%-21
ARES CAPITAL CORP COM(ARCC)15,66614,512-1,1543433220.09%-21
INNOVATOR ETFS TRUST US EQTY PWR BUF
US EQTY PWR BUF
24,55824,004-5548828590.25%-22
FIRST TR EXCHNG TRADED FD VIII FT VEST US EQT
FT VEST US EQT
19,91419,801-1139919660.28%-25
CION INVT CORP COM(CICB)29,23329,423+1903333050.09%-29
INVESCO EXCHANGE TRADED FD TR S&P500 EQL TEC
S&P500 EQL TEC
11,43411,574+1404283960.12%-32
INVESCO EXCHANGE TRADED FD TR AEROSPACE DEFN
AEROSPACE DEFN
060,160+60,16007,0122.06%+7,012
PHILLIPS EDISON &CO INC COMMON STOCK(PECO)9,5798,671-9083593160.09%-42
INNOVATOR ETFS TRUST US EQTY BUFR MAR
US EQTY BUFR MAR
23,28222,631-6511,0741,0310.30%-44
AIM ETF PRODUCTS TRUST ALLIANZIM USLARGE CAP 6 MONTH BUFFER10
ALLIANZIM US EQT
114,330113,817-5133,1813,1290.92%-52
ISHARES TR MSCI USA QLT FCT
MSCI USA QLT FCT
4,7414,609-1328447880.23%-57
SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT(SPY)1,1281,077-516616020.18%-59
VISTRA CORP COM(VST)33,51138,813+5,3024,6204,5581.34%-62
INNOVATOR ETFS TRUST US EQTY BUFR MAY
US EQTY BUFR MAY
45,85945,024-8351,8491,7860.52%-63
DOCUSIGN INC COM(DOCU)8,5498,656+1077697050.21%-64
INNOVATOR ETFS TRUST US EQTY PWR BUF
US EQTY PWR BUF
18,75017,510-1,2407727040.21%-68
ELI LILLY &CO COM(LLY)06,148+6,14805,0781.49%+5,078
VANGUARD INDEX FUNDS S&P 500 ETF USD2,0451,997-481,1021,0260.30%-76
FIRST TR EXCHANGE TRADED FD II NASDAQ CYB ETF
NASDAQ CYB ETF
74,60373,554-1,0494,7344,6341.36%-100
ISHARES CORE S&P 500 ETF3,4653,434-312,0401,9300.57%-110
FREEPORT-MCMORAN INC COM USD0.10(FCX)074,025+74,02502,8030.82%+2,803
FIDELITY WISE ORIGIN BITCOIN FUND(FBTC)58,69064,811+6,1214,7884,6641.37%-123
INNOVATOR ETFS TRUST US EQTY PWR BUF
US EQTY PWR BUF
60,67357,493-3,1802,3712,2080.65%-163
ONEOK INC COM USD0.01(OKE)49,54248,211-1,3314,9744,7841.41%-190
ASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012
N Y REGISTRY SHS
4,4064,275-1313,0542,8330.83%-221
MARTIN MARIETTA MATERIALS INC COM USD0.01(MLM)3,7533,516-2371,9381,6810.49%-257
INVESCO EXCHANGE TRADED FD TR S&P 100 EQL WIGH
S&P 100 EQL WIGH
57,10054,153-2,9475,8405,5831.64%-258
FIRST TR EXCHNG TRADED FD VIII FT VEST US EQT
FT VEST US EQT
66,37362,635-3,7383,2502,9840.88%-267
AIM ETF PRODUCTS TRUST U S LRGCP 6M APR
ALLIANZIM US EQT
133,684128,208-5,4764,3314,0491.19%-283
GOLAR LNG LIMITED COM STK USD1.00
SHS
75,14175,807+6663,1802,8800.85%-300
WALMART INC COM(WMT)91,96691,194-7728,3098,0062.35%-303
GRAYSCALE ETHEREUM MINI TR ETF SHS NEW(ETH)11,5080-11,5083620-362
FIDELITY ETHEREUM FUND11,3690-11,3693800-380
DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES
NASDAQ 100 EQ WT
22,36318,616-3,7472,0081,6230.48%-384
NATIONAL HEALTHCARE PROPERTIES INC7,7530-7,7534030-403
GE VERNOVA INC COM(GEV)18,31218,186-1266,0235,5521.63%-471
SALESFORCE INC COM(CRM)6,3526,045-3072,1241,6220.48%-502
SOUNDHOUND AI INC CLASS A COM(SOUN)31,0860-31,0866170-617
PALO ALTO NETWORKS INC COM USD0.0001(PANW)40,70139,566-1,1357,4066,7511.98%-654
META PLATFORMS INC CLASS A COMMON STOCK(META)022,935+22,935013,2193.88%+13,219
PROSHARES ULTRA S&P500
PSHS ULT S&P 500
9,8710-9,8719130-913
PROSHARES ULTRA QQQ
PSHS ULTRA QQQ
9,7620-9,7621,0570-1,057
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