Fund HoldingsGFG Capital, LLC

Total Portfolio Value
$373.58M
Total Bought
$68.02M
Total Sold
$34.42M
Net Transaction
+$33.60M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
ISHARES TR10,365177,743+167,3781,05719,6695.26%+18,612
FIDELITY COVINGTON TRUST5,390172,606+167,2162629,1432.45%+8,881
BLACKROCK ETF TRUST II0282,683+282,68306,2531.67%+6,253
GOLDMAN SACHS ETF TR0831,782+831,782027,1667.27%+27,166
INVESCO QQQ TR010,134+10,13404,1501.11%+4,150
NETFLIX INC(NFLX)026,715+26,715013,0073.48%+13,007
ISHARES TR87,787105,682+17,8957,78610,4502.80%+2,664
APPLE INC(AAPL)0102,635+102,635019,7605.29%+19,760
SCHWAB CHARLES CORP(SCHW)037,594+37,59402,5860.69%+2,586
META PLATFORMS INC(META)043,277+43,277015,3184.10%+15,318
ISHARES TR4,92137,597+32,6763122,5030.67%+2,190
BLACKSTONE INC(BX)079,726+79,726010,4382.79%+10,438
ISHARES TR030,738+30,73801,6200.43%+1,620
KRANESHARES TR059,628+59,62801,6100.43%+1,610
GOLDMAN SACHS ETF TR0699,061+699,061053,87014.42%+53,870
MICROSOFT CORP(MSFT)019,343+19,34307,2741.95%+7,274
KLA CORP(KLAC)09,677+9,67705,6251.51%+5,625
ISHARES TR07,364+7,36402,2330.60%+2,233
AMAZON COM INC(AMZN)055,679+55,67908,4602.26%+8,460
VISA INC(V)040,069+40,069010,4322.79%+10,432
ISHARES TR026,234+26,23401,0550.28%+1,055
ELECTRONIC ARTS INC(EA)056,242+56,24207,6942.06%+7,694
VANGUARD INDEX FDS020,895+20,89509,1272.44%+9,127
ALPHABET INC(GOOG)88,97489,150+17611,64312,4533.33%+810
DIREXION SHS ETF TR
DAILY BANKS ETF
17,68817,708+209591,7220.46%+763
APPLIED MATLS INC032,104+32,10405,2031.39%+5,203
BLOCK INC(XYZ)(Call)09,500+9,5000735+735
PAYPAL HLDGS INC(PYPL)(Call)22,00031,200+9,2001,2861,916+630
CARNIVAL CORP031,958+31,95805930.16%+593
ISHARES TR02,901+2,90104790.13%+479
AMERICAN EXPRESS CO(AXP)012,459+12,45902,3340.62%+2,334
BLOCK INC(XYZ)016,981+16,98101,3130.35%+1,313
CARLYLE GROUP INC(CG)038,210+38,21001,5550.42%+1,555
ISHARES TR01,370+1,37003590.10%+359
NVIDIA CORPORATION(NVDA)09,146+9,14604,5291.21%+4,529
ISHARES TR02,730+2,73002850.08%+285
DOCUSIGN INC(DOCU)04,325+4,32502570.07%+257
WESTERN ALLIANCE BANCORP(WAL)03,820+3,82002510.07%+251
MICRON TECHNOLOGY INC(MU)023,779+23,77902,0290.54%+2,029
DIREXION SHS ETF TR28,74227,312-1,4304306690.18%+239
CITIGROUP INC(C)22,43522,43509231,1540.31%+231
T-MOBILE US INC(TMUS)01,396+1,39602240.06%+224
ADVANCED MICRO DEVICES INC(AMD)4,7164,71604856950.19%+210
NOVO-NORDISK A S(NVO)02,012+2,01202080.06%+208
WELLS FARGO CO NEW(WFC)23,36923,437+689551,1540.31%+199
ADOBE INC(ADBE)05,048+5,04803,0120.81%+3,012
BANK AMERICA CORP29,79129,912+1218161,0070.27%+191
AES CORP(AES)65,72560,745-4,9809991,1690.31%+170
CHEVRON CORP NEW(CVX)1,2942,602+1,3082183880.10%+170
SALESFORCE INC(CRM)3,3523,195-1576808410.23%+161
JPMORGAN CHASE & CO(JPM)6,2986,265-339131,0660.29%+152
PALO ALTO NETWORKS INC(PANW)1,0111,311+3002373870.10%+150
MODERNA INC(MRNA)2,7404,340+1,6002834320.12%+149
FREEPORT-MCMORAN INC(FCX)25,51025,51009511,0860.29%+135
DOLLAR GEN CORP NEW(DG)06,479+6,47908810.24%+881
ISHARES TR
MSCI USA MMENTM
07,057+7,05701,1070.30%+1,107
SPDR S&P 500 ETF TR(SPY)0770+77003660.10%+366
GOLDMAN SACHS GROUP INC(GS)1,9031,893-106167300.20%+114
SPDR GOLD TR(GLD)5,2115,21108939960.27%+103
QUALCOMM INC(QCOM)2,6512,65102943830.10%+89
VANGUARD INDEX FDS2,2602,26006157030.19%+87
TAIWAN SEMICONDUCTOR MFG LTD(TSM)4,7554,75504134950.13%+81
FIGS INC(FIGS)011,500+11,5000800.02%+80
MORGAN STANLEY(MS)11,52410,890-6349411,0150.27%+74
COSTCO WHSL CORP NEW(COST)873859-144935670.15%+74
BOEING CO(BA)1,0481,04802012730.07%+72
GARTNER INC(IT)840798-422893600.10%+71
ISHARES TR2,5162,830+3142373060.08%+69
VANGUARD WORLD FDS
INF TECH ETF
797811+143313920.11%+62
ISHARES TR11,27311,27301,0011,0610.28%+60
SEAWORLD ENTMT INC(PRKS)7,0007,00003243700.10%+46
BERKSHIRE HATHAWAY INC DEL08,983+8,98303,2040.86%+3,204
VANECK ETF TRUST
GOLD MINERS ETF
11,00911,00902963410.09%+45
LEIDOS HOLDINGS INC(LDOS)2,7172,71702502940.08%+44
ISHARES TR11,77411,77408689110.24%+43
HONEYWELL INTL INC(HON)1,5811,58102923320.09%+39
SCHWAB STRATEGIC TR3,5003,736+2362482840.08%+37
ACCENTURE PLC IRELAND
SHS CLASS A
1,7671,644-1235435770.15%+34
ISHARES TR2,1472,14702352690.07%+33
ISHARES INC18,96518,96501631930.05%+31
CHURCH & DWIGHT CO INC(CHD)017,481+17,48101,6530.44%+1,653
STARBUCKS CORP(SBUX)6,2576,240-175715990.16%+28
GE HEALTHCARE TECHNOLOGIES I(GEHC)2,9522,95202012280.06%+27
DELTA AIR LINES INC DEL(DAL)7,9227,92202933190.09%+26
ISHARES TR3,8603,86002662910.08%+25
ISHARES TR4,6974,69704424660.12%+24
AMERICAN AXLE & MFG HLDGS IN15,70015,70001141380.04%+24
ISHARES TR6,2826,28202722960.08%+24
MASTERCARD INCORPORATED(MA)2,2402,134-1068879100.24%+23
ISHARES TR14,37214,37207167370.20%+21
ORACLE CORP(ORCL)13,17113,367+1961,3951,4090.38%+14
ALPHABET INC(GOOG)9,1698,670-4991,2091,2220.33%+13
LOWES COS INC(LOW)1,0771,063-142242370.06%+13
DBX ETF TR6,7806,78004084210.11%+13
JETBLUE AWYS CORP(JBLU)(Put)12,10012,10005667+11
BERKSHIRE HATHAWAY INC DEL1105315430.15%+11
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
6,4556,45503093190.09%+10
HECLA MNG CO(HL)10,00010,000039480.01%+9
DIAMONDBACK ENERGY INC(FANG)3,2003,20004964960.13%+1
UNITEDHEALTH GROUP INC(UNH)1,2101,153-576106070.16%-3
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