Fund HoldingsGFG Capital, LLC

Total Portfolio Value
$309.89M
Total Bought
$35.36M
Total Sold
$243.20M
Net Transaction
-$207.84M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ISHARES TR087,787+87,78707,7862.51%+7,786
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
043,599+43,59902,1880.71%+2,188
ISHARES TR024,926+24,92602,0180.65%+2,018
ORACLE CORP(ORCL)013,171+13,17101,3950.45%+1,395
PAYPAL HLDGS INC(PYPL)(Call)022,000+22,00001,286+1,286
ISHARES TR010,365+10,36501,0570.34%+1,057
ISHARES TR011,273+11,27301,0010.32%+1,001
DIREXION SHS ETF TR
DAILY BANKS ETF
017,688+17,68809590.31%+959
SPDR GOLD TR(GLD)05,211+5,21108930.29%+893
ISHARES TR011,774+11,77408680.28%+868
ISHARES TR014,372+14,37207160.23%+716
VANGUARD BD INDEX FDS07,530+7,53005440.18%+544
ISHARES TR04,697+4,69704420.14%+442
CHESAPEAKE ENERGY CORP(EXE)04,710+4,71004060.13%+406
VANGUARD WORLD FDS
INF TECH ETF
0797+79703310.11%+331
ALIBABA GROUP HLDG LTD(BABA)82,33682,715+3796,8637,1752.32%+312
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
06,455+6,45503090.10%+309
VANECK ETF TRUST
GOLD MINERS ETF
011,009+11,00902960.10%+296
HONEYWELL INTL INC(HON)01,581+1,58102920.09%+292
DEVON ENERGY CORP NEW(DVN)06,000+6,00002860.09%+286
FIDELITY COVINGTON TRUST05,390+5,39002620.08%+262
PALO ALTO NETWORKS INC(PANW)01,011+1,01102370.08%+237
ALPHABET INC(GOOG)90,21888,974-1,24411,40811,6433.76%+235
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
03,974+3,97402290.07%+229
CHEVRON CORP NEW(CVX)01,294+1,29402180.07%+218
GE HEALTHCARE TECHNOLOGIES I(GEHC)02,952+2,95202010.06%+201
NORTHROP GRUMMAN CORP(NOC)(Call)0400+4000176+176
APA CORPORATION(APA)25,80825,310-4988821,0400.34%+158
ALPHABET INC(GOOG)8,8379,169+3321,0691,2090.39%+140
HALLIBURTON CO(HAL)17,72617,72605857180.23%+133
ENERGY TRANSFER L P(ET)75,84075,84009631,0640.34%+101
DIAMONDBACK ENERGY INC(FANG)3,2003,20004204960.16%+75
PIONEER NAT RES CO2,5272,591+645245950.19%+71
CONOCOPHILLIPS(COP)02,586+2,58603100.10%+310
UNITEDHEALTH GROUP INC(UNH)1,1291,210+815436100.20%+67
ZOETIS INC(ZTS)1,7162,039+3232963550.11%+59
JETBLUE AWYS CORP(JBLU)(Put)012,100+12,100056+56
SHELL PLC(SHEL)12,28412,28407427910.26%+49
SUNCOR ENERGY INC NEW(SU)8,4988,49802492920.09%+43
COTERRA ENERGY INC16,75317,258+5054244670.15%+43
NORTHROP GRUMMAN CORP(NOC)094+940410.01%+41
COSTCO WHSL CORP NEW(COST)845873+284554930.16%+38
MASTERCARD INCORPORATED(MA)2,1692,240+718538870.29%+34
HUMANA INC(HUM)611615+42732990.10%+26
PAYPAL HLDGS INC(PYPL)23,83127,543+3,7121,5901,6100.52%+20
SCHWAB STRATEGIC TR03,500+3,50002480.08%+248
BERKSHIRE HATHAWAY INC DEL1105185310.17%+14
LEIDOS HOLDINGS INC(LDOS)02,717+2,71702500.08%+250
DBX ETF TR6,7806,78003994080.13%+9
AUTODESK INC1,3911,384-72852860.09%+2
STARWOOD PPTY TR INC(STWD)15,13015,182+522942940.09%0
GOLDMAN SACHS GROUP INC(GS)1,9261,903-236216160.20%-5
JPMORGAN CHASE & CO(JPM)6,3236,298-259209130.29%-6
EQT CORP(EQT)12,88012,88005305230.17%-7
GARTNER INC(IT)845840-52962890.09%-7
ACCENTURE PLC IRELAND
SHS CLASS A
1,7841,767-175515430.18%-8
TEXAS INSTRS INC(TXN)01,416+1,41602250.07%+225
SERVICENOW INC(NOW)1,7301,719-119729610.31%-11
HECLA MNG CO(HL)010,000+10,0000390.01%+39
ISHARES TR3,8603,86002802660.09%-14
AMERICAN AXLE & MFG HLDGS IN015,700+15,70001140.04%+114
ISHARES INC018,965+18,96501630.05%+163
QUALCOMM INC(QCOM)2,6502,651+13152940.10%-21
ISHARES TR6,2826,28202952720.09%-23
VANGUARD INDEX FDS2,2602,26006396150.20%-24
MORGAN STANLEY(MS)11,30311,524+2219659410.30%-24
ISHARES TR2,2972,147-1502642350.08%-29
NIKE INC(NKE)02,094+2,09402000.06%+200
SALESFORCE INC(CRM)3,3833,352-317156800.22%-35
PFIZER INC(PFE)7,6097,289-3202792420.08%-37
BANK AMERICA CORP29,87829,791-878578160.26%-41
ADVANCED MICRO DEVICES INC(AMD)4,6394,716+775284850.16%-44
STARBUCKS CORP(SBUX)6,2576,25706205710.18%-49
MODERNA INC(MRNA)2,7402,74003332830.09%-50
WELLS FARGO CO NEW(WFC)23,54823,369-1791,0059550.31%-50
DISNEY WALT CO(DIS)5,5155,442-734924410.14%-51
ABBOTT LABS4,1474,131-164524000.13%-52
TESLA INC(TSLA)4,6984,69801,2301,1760.38%-54
TAIWAN SEMICONDUCTOR MFG LTD(TSM)4,7554,75504804130.13%-67
SEAWORLD ENTMT INC(PRKS)7,0007,00003923240.10%-68
FREEPORT-MCMORAN INC(FCX)25,51025,51001,0209510.31%-69
DELTA AIR LINES INC DEL(DAL)7,9227,92203772930.09%-83
CITIGROUP INC(C)22,59722,435-1621,0409230.30%-118
BOEING CO(BA)1,5231,048-4753222010.06%-121
DIREXION SHS ETF TR28,73828,742+45994300.14%-169
CARNIVAL CORP33,16232,853-3096244510.15%-174
LOWES COS INC(LOW)1,8251,077-7484122240.07%-188
ETF SER SOLUTIONS
US GLB JETS
000000
SELECT SECTOR SPDR TR
ST STR STAPL ETF
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ILLUMINA INC(ILMN)000000
PROSHARES TR
ULTRAPRO QQQ
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TARGET CORP(TGT)000000
ALASKA AIR GROUP INC000000
ISHARES TR4,6502,516-2,1344962370.08%-259
VERTEX ENERGY INC51,76411,364-40,400324510.02%-273
AES CORP(AES)62,87965,725+2,8461,3039990.32%-304
VANGUARD ADMIRAL FDS INC3,8440-3,8443160-316
VANGUARD INDEX FDS2,2820-2,2823160-316
ISHARES TR8,3284,921-3,4076623120.10%-350
CATERPILLAR INC(CAT)1,4280-1,4283510-351
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