Fund HoldingsGFG Capital, LLC

Total Portfolio Value
$258.91M
Total Bought
$44.53M
Total Sold
$128.47M
Net Transaction
-$83.95M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
INVESCO EXCH TRADED FD TR II243,454236,532-6,9228,16513,5495.23%+5,384
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
069,705+69,70503,5251.36%+3,525
ISHARES TR
FLTG RATE NT ETF
052,835+52,83502,6971.04%+2,697
ALIBABA GROUP HLDG LTD(BABA)068,300+68,30008,2113.17%+8,211
ISHARES U S ETF TR
INT RT HDG C B
025,942+25,94202,4060.93%+2,406
AUTODESK INC09,257+9,25702,2180.86%+2,218
PAYPAL HLDGS INC(PYPL)(Call)069,600+69,60005,431+5,431
ISHARES TR14,18237,297+23,1157271,9710.76%+1,245
ISHARES TR4,69715,681+10,9844561,6030.62%+1,147
PAYPAL HLDGS INC(PYPL)031,632+31,63202,8161.09%+2,816
AIRBNB INC073,153+73,153010,2933.98%+10,293
BLOCK INC(XYZ)028,169+28,16902,4210.94%+2,421
ISHARES TR0125,901+125,901011,9174.60%+11,917
GRAB HOLDINGS LIMITED
CLASS A ORD
039,159+39,15905480.21%+548
FIBROGEN INC12,83012,8300115190.20%+508
SOLAREDGE TECHNOLOGIES INC(SEDG)010,000+10,00004900.19%+490
BROADCOM INC(AVGO)02,607+2,60702740.11%+274
ISHARES TR01,853+1,85302050.08%+205
LI AUTO INC(LI)09,895+9,89502000.08%+200
ALPHABET INC(GOOG)(Put)01,000+1,0000166+166
TESLA INC(TSLA)(Call)2,3002,700+400580706+127
DIREXION SHS ETF TR
DAILY BANKS ETF
017,156+17,15601,3650.53%+1,365
OCCIDENTAL PETE CORP(OXY)050,552+50,55203,0201.17%+3,020
HECLA MNG CO(HL)010,000+10,0000540.02%+54
BLOCK INC(XYZ)(Call)19,70019,70001,2701,322+52
COINBASE GLOBAL INC(COIN)0973+97302520.10%+252
CARLYLE GROUP INC(CG)046,542+46,54201,9020.73%+1,902
FIGS INC(FIGS)27,20027,20001451630.06%+18
VERTEX ENERGY INC10,61510,615010190.01%+9
COTERRA ENERGY INC21,14320,551-5925645630.22%-1
SHOPIFY INC(SHOP)6,7317,134+4034454420.17%-3
VAIL RESORTS INC(MTN)1,2001,20002162130.08%-3
PROSHARES TR
ULTRAPRO QQQ
3,6617,411+3,7502702640.10%-6
PROLOGIS INC.(PLD)2,7132,71303052940.11%-11
BLACKSTONE INC(BX)(Call)1000-100120-12
NVIDIA CORPORATION(NVDA)(Call)600500-1007461-13
MODERNA INC(MRNA)(Call)40040004827-21
THERMO FISHER SCIENTIFIC INC(TMO)561515-463102870.11%-23
CITIGROUP INC(C)22,27822,27801,4141,3900.54%-24
ALASKA AIR GROUP INC7,1996,600-5992912620.10%-29
SPDR GOLD TR(GLD)04,458+4,45807420.29%+742
ALPHABET INC(GOOG)(Call)2000-200360-36
EQT CORP(EQT)6,4406,44002382010.08%-37
SCHWAB STRATEGIC TR4,1124,11203202750.11%-45
STARWOOD PPTY TR INC(STWD)23,87924,351+4724524060.16%-46
ISHARES TR2,5052,529+242672200.08%-47
CONOCOPHILLIPS(COP)02,448+2,44802370.09%+237
BOEING CO(BA)1,4031,060-3432552010.08%-54
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
6,4554,352-2,1033142380.09%-77
SPDR S&P 500 ETF TR(SPY)712744+323872800.11%-107
AMERICAN AXLE & MFG HLDGS IN15,7000-15,7001100-110
CHEVRON CORP NEW(CVX)2,8672,637-2304483370.13%-111
VANGUARD WORLD FD
INF TECH ETF
790830+404553420.13%-114
DELTA AIR LINES INC DEL(DAL)7,9567,95603772470.10%-130
ABBOTT LABS02,647+2,64702800.11%+280
VANGUARD BD INDEX FDS7,0204,615-2,4055263870.15%-138
ZOETIS INC(ZTS)2,1981,355-8433812350.09%-146
BERKSHIRE HATHAWAY INC DEL1106124510.17%-162
MODERNA INC(MRNA)4,7404,74005633830.15%-179
TESLA INC(TSLA)3,1193,530+4116174190.16%-199
VANGUARD INDEX FDS9350-9352040-204
CHURCH & DWIGHT CO INC(CHD)17,54817,446-1021,8191,6110.62%-208
PHILIP MORRIS INTL INC(PM)2,0640-2,0642090-209
ACCENTURE PLC IRELAND
SHS CLASS A
9,6829,081-6012,9382,7251.05%-212
GE HEALTHCARE TECHNOLOGIES I(GEHC)2,7470-2,7472140-214
TEXAS INSTRS INC(TXN)1,1310-1,1312200-220
LOWES COS INC(LOW)000000
DOCUSIGN INC(DOCU)000000
WESTERN ALLIANCE BANCORP(WAL)3,8200-3,8202400-240
T-MOBILE US INC(TMUS)1,4050-1,4052480-248
EXPEDIA GROUP INC(EXPE)2,1310-2,1312680-268
NEW YORK CMNTY BANCORP INC84,0000-84,0002700-270
DIREXION SHS ETF TR22,40622,269-1375793040.12%-275
HALLIBURTON CO(HAL)017,726+17,72603140.12%+314
NOVO-NORDISK A S(NVO)2,0480-2,0482920-292
ADVANCED MICRO DEVICES INC(AMD)5,6475,643-49166240.24%-292
ISHARES TR2,2820-2,2822930-293
RIVIAN AUTOMOTIVE INC(RIVN)22,0000-22,0002950-295
ISHARES TR6,2820-6,2823010-301
ISHARES TR3,8600-3,8603020-302
UNITEDHEALTH GROUP INC(UNH)1,060610-4505402360.09%-304
ISHARES TR5350-5353110-311
PALO ALTO NETWORKS INC(PANW)2,3821,978-4048074920.19%-315
ISHARES TR22,0950-22,0953230-323
VANGUARD INDEX FDS01,175+1,17503220.12%+322
CARNIVAL CORP29,31029,240-705492110.08%-338
GARTNER INC(IT)7560-7563390-339
VANGUARD INDEX FDS01,311+1,31104750.18%+475
PFIZER INC(PFE)12,4690-12,4693490-349
UNITED PARKS & RESORTS INC(PRKS)7,0000-7,0003800-380
BANK AMERICA CORP29,87629,467-4091,1887950.31%-394
LEIDOS HOLDINGS INC(LDOS)2,7170-2,7173960-396
ORACLE CORP(ORCL)19,24221,058+1,8162,7172,3150.89%-402
BOEING CO(BA)(Call)19,40020,500+1,1003,5313,117-414
MORGAN STANLEY(MS)000000
APA CORPORATION(APA)025,310+25,31002840.11%+284
MASTERCARD INCORPORATED(MA)01,275+1,27503900.15%+390
QUALCOMM INC(QCOM)2,5010-2,5014980-498
DBX ETF TR6,7800-6,7805120-512
STARBUCKS CORP(SBUX)000000
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