Fund HoldingsGFG Capital, LLC

Total Portfolio Value
$328.57M
Total Bought
$19.35M
Total Sold
$60.17M
Net Transaction
-$40.82M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
GOLDMAN SACHS ETF TR0801,371+801,371028,5698.69%+28,569
AB ACTIVE ETFS INC
US LOW VOLATIL
038,603+38,60302,6930.82%+2,693
INVESCO EXCH TRADED FD TR II0226,964+226,964010,0573.06%+10,057
ISHARES TR0134,147+134,147012,2113.72%+12,211
BERKSHIRE HATHAWAY INC DEL7,4587,864+4063,3814,1881.27%+808
OCCIDENTAL PETE CORP(OXY)054,687+54,68702,6990.82%+2,699
ARK ETF TR(Call)
GENOMIC REV ETF
033,600+33,6000698+698
MICRON TECHNOLOGY INC(MU)21,74626,984+5,2381,8302,3450.71%+514
ALIBABA GROUP HLDG LTD(BABA)045,544+45,54406,0221.83%+6,022
ELI LILLY & CO(LLY)309724+4152395980.18%+359
SPDR S&P 500 ETF TR(SPY)9648,915+7,9515658830.27%+318
PROSHARES TR
ULTRAPRO QQQ
08,997+8,99705160.16%+516
SPDR GOLD TR(GLD)3,8904,217+3279421,2150.37%+273
SCHLUMBERGER LTD(SLB)06,019+6,01902520.08%+252
CONSTELLATION BRANDS INC(STZ)01,313+1,31302410.07%+241
ISHARES TR02,600+2,60002370.07%+237
ADOBE INC(ADBE)4,8076,162+1,3552,1382,3630.72%+226
PINTEREST INC(PINS)06,800+6,80002110.06%+211
ADVANCED MICRO DEVICES INC(AMD)6,0879,207+3,1207359460.29%+211
ISHARES TR
MSCI USA QLT FCT
01,193+1,19302040.06%+204
GOLDMAN SACHS ETF TR0159,316+159,31605,2861.61%+5,286
SCHWAB CHARLES CORP(SCHW)37,50137,147-3542,7752,9080.89%+132
CHURCH & DWIGHT CO INC(CHD)17,39817,637+2391,8221,9420.59%+120
BERKSHIRE HATHAWAY INC DEL1106817980.24%+118
NU HLDGS LTD(NU)(Call)07,900+7,900081+81
VANGUARD INDEX FDS1,1031,290+1875946630.20%+69
FLAGSTAR FINANCIAL INC(FLG)27,99927,99902613250.10%+64
NVIDIA CORPORATION(NVDA)(Call)0500+500054+54
NU HLDGS LTD(NU)04,340+4,3400440.01%+44
AMAZON COM INC(AMZN)(Call)0200+200038+38
MICROSOFT CORP(MSFT)(Call)0100+100038+38
ISHARES TR015,681+15,68101,5510.47%+1,551
DIREXION SHS ETF TR09,662+9,66202970.09%+297
ISHARES TR037,297+37,29701,9530.59%+1,953
CONOCOPHILLIPS(COP)2,4212,454+332402580.08%+18
WELLS FARGO CO NEW(WFC)13,28613,226-609339490.29%+16
GOLDMAN SACHS GROUP INC(GS)375418+432142290.07%+14
CITIGROUP INC(C)21,53821,553+151,5161,5300.47%+14
ISHARES TR3,5583,446-1122692820.09%+13
LI AUTO INC(LI)9,8959,89502372490.08%+12
ISHARES TR4,2824,28202242340.07%+10
ISHARES TR
FLTG RATE NT ETF
52,83552,83502,6882,6970.82%+9
VANGUARD BD INDEX FDS04,615+4,61503530.11%+353
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
4,3524,35202132120.06%-1
FIBROGEN INC012,830+12,830040.00%+4
VANGUARD WORLD FD
INF TECH ETF
834950+1165195150.16%-3
FREEPORT-MCMORAN INC(FCX)23,42923,42908928870.27%-5
ISHARES BITCOIN TRUST ETF(IBIT)7,2288,078+8503833780.12%-5
SCHWAB STRATEGIC TR12,33611,833-5033373310.10%-6
DBX ETF TR4,6154,61503493430.10%-6
GRAB HOLDINGS LIMITED
CLASS A ORD
039,159+39,15901770.05%+177
BITFARMS LTD
COM
15,41715,417023120.00%-11
ISHARES U S ETF TR
INT RT HDG C B
25,94225,94202,4062,3940.73%-12
DIAMONDBACK ENERGY INC(FANG)3,2003,20005245120.16%-13
STARWOOD PPTY TR INC(STWD)35,20533,006-2,1996676530.20%-15
CLEANSPARK INC(CLSK)7,9198,627+70873580.02%-15
PROLOGIS INC.(PLD)2,7132,427-2862872710.08%-15
VANGUARD INDEX FDS95495402292120.06%-18
JPMORGAN CHASE & CO.(JPM)3,7703,599-1719048830.27%-21
PHILIP MORRIS INTL INC(PM)1,8831,291-5922272050.06%-22
LEIDOS HOLDINGS INC(LDOS)2,7312,750+193933710.11%-22
WESTERN ALLIANCE BANCORP(WAL)3,5703,57002982740.08%-24
ISHARES TR2,4852,478-72862590.08%-27
SPDR SER TR
ST STR SP REGBNK
8,9448,94405405080.15%-31
HALLIBURTON CO(HAL)17,72617,72604824500.14%-32
ABBOTT LABS2,4361,826-6102762420.07%-33
CLEANSPARK INC(CLSK)(Call)15,10015,1000139101-38
GRAYSCALE BITCOIN TRUST ETF(GBTC)4,5004,50003332930.09%-40
MORGAN STANLEY(MS)4,3634,347-165495070.15%-41
FIGS INC(FIGS)27,20027,20001681250.04%-44
VANGUARD INDEX FDS1,1751,17504824360.13%-47
APA CORPORATION(APA)25,31025,31005845320.16%-52
PALO ALTO NETWORKS INC(PANW)3,9613,878-837216620.20%-59
BANK AMERICA CORP27,30327,265-381,2001,1380.35%-62
BROADCOM INC(AVGO)2,6613,258+5976175450.17%-71
MASTERCARD INCORPORATED(MA)1,2801,095-1856746000.18%-74
ENERGY TRANSFER L P(ET)75,84075,84001,4861,4100.43%-76
ALASKA AIR GROUP INC6,6006,60004273250.10%-102
APPLIED MATLS INC30,67833,471+2,7934,9894,8571.48%-132
DELTA AIR LINES INC DEL(DAL)8,0168,01604853490.11%-135
KLA CORP(KLAC)8,8067,940-8665,5495,3971.64%-151
CARNIVAL CORP29,24029,24007295710.17%-158
TAIWAN SEMICONDUCTOR MFG LTD(TSM)4,4704,294-1768837130.22%-170
SHOPIFY INC(SHOP)7,0855,985-1,1007535710.17%-182
ISHARES TR1,7911,429-3627195160.16%-203
MSCI INC(MSCI)3400-3402040-204
THERMO FISHER SCIENTIFIC INC(TMO)000000
DIREXION SHS ETF TR
DA TE BU 3X ETF
2,3900-2,3902160-216
LOWES COS INC(LOW)8820-8822180-218
VAIL RESORTS INC(MTN)1,2000-1,2002250-225
NOVO-NORDISK A S(NVO)2,6290-2,6292260-226
UNITEDHEALTH GROUP INC(UNH)5060-5062560-256
ZOETIS INC(ZTS)1,5760-1,5762570-257
DIREXION SHS ETF TR
DAILY SMALL CAP
6,6000-6,6002760-276
ISHARES TR
MSCI USA MIN ETF
23,60219,347-4,2552,0961,8120.55%-284
UNITED PARKS & RESORTS INC(PRKS)5,3540-5,3543010-301
ALPHABET INC(GOOG)5,0094,161-8489546500.20%-304
CARLYLE GROUP INC(CG)46,18545,720-4652,3321,9930.61%-339
TESLA INC(TSLA)(Call)2,9003,200+3001,171829-342
TARGET CORP(TGT)2,8490-2,8493850-385
Page 1 of 1