Fund HoldingsGFG Capital, LLC

Total Portfolio Value
$372.07M
Total Bought
$30.36M
Total Sold
$115.14M
Net Transaction
-$84.78M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
APPLE INC(AAPL)0113,042+113,042028,3087.61%+28,308
GOLDMAN SACHS ETF TR0485,237+485,237046,87412.60%+46,874
NETFLIX INC(NFLX)018,014+18,014016,0574.32%+16,057
META PLATFORMS INC(META)025,732+25,732015,0664.05%+15,066
ALPHABET INC(GOOG)093,421+93,421017,6854.75%+17,685
BLACKSTONE INC(BX)082,548+82,548014,2333.83%+14,233
AMAZON COM INC(AMZN)045,962+45,962010,0842.71%+10,084
NVIDIA CORPORATION(NVDA)050,795+50,79506,8211.83%+6,821
VISA INC(V)038,954+38,954012,3113.31%+12,311
SERVICENOW INC(NOW)014,326+14,326015,1874.08%+15,187
MICROSOFT CORP(MSFT)016,884+16,88407,1161.91%+7,116
KLA CORP(KLAC)08,806+8,80605,5491.49%+5,549
WALMART INC(WMT)036,375+36,37503,2860.88%+3,286
FIDELITY COVINGTON TRUST0162,781+162,78109,8632.65%+9,863
INVESCO QQQ TR09,622+9,62204,9191.32%+4,919
AMERICAN EXPRESS CO(AXP)010,407+10,40703,0890.83%+3,089
ORACLE CORP(ORCL)21,05821,388+3302,3153,5640.96%+1,249
ENERGY TRANSFER L P(ET)075,840+75,84001,4860.40%+1,486
TESLA INC(TSLA)3,5303,531+14191,4260.38%+1,007
BERKSHIRE HATHAWAY INC DEL07,458+7,45803,3810.91%+3,381
ISHARES TR
MSCI USA MIN ETF
023,602+23,60202,0960.56%+2,096
FREEPORT-MCMORAN INC(FCX)023,429+23,42908920.24%+892
APPLIED MATLS INC030,678+30,67804,9891.34%+4,989
SCHWAB CHARLES CORP(SCHW)037,501+37,50102,7750.75%+2,775
MORGAN STANLEY(MS)04,363+4,36305490.15%+549
SPDR SER TR
ST STR SP REGBNK
08,944+8,94405400.15%+540
DIAMONDBACK ENERGY INC(FANG)03,200+3,20005240.14%+524
AUTODESK INC9,2579,271+142,2182,7400.74%+522
CARNIVAL CORP29,24029,24002117290.20%+518
PAYPAL HLDGS INC(PYPL)(Call)69,60069,60005,4315,940+509
JPMORGAN CHASE & CO.(JPM)03,770+3,77009040.24%+904
TAIWAN SEMICONDUCTOR MFG LTD(TSM)04,470+4,47008830.24%+883
DIREXION SHS ETF TR
DAILY BANKS ETF
17,15616,891-2651,3651,8550.50%+490
ACCENTURE PLC IRELAND
SHS CLASS A
9,0819,085+42,7253,1960.86%+471
TESLA INC(TSLA)(Call)2,7002,900+2007061,171+465
ALPHABET INC(GOOG)05,009+5,00909540.26%+954
SPDR SER TR
ST STR SP BANK
08,048+8,04804460.12%+446
CARLYLE GROUP INC(CG)46,54246,185-3571,9022,3320.63%+430
BANK AMERICA CORP29,46727,303-2,1647951,2000.32%+405
LEIDOS HOLDINGS INC(LDOS)02,731+2,73103930.11%+393
TARGET CORP(TGT)02,849+2,84903850.10%+385
ISHARES BITCOIN TRUST ETF(IBIT)07,228+7,22803830.10%+383
WELLS FARGO CO NEW(WFC)013,286+13,28609330.25%+933
MICRON TECHNOLOGY INC(MU)021,746+21,74601,8300.49%+1,830
DBX ETF TR04,615+4,61503490.09%+349
BROADCOM INC(AVGO)2,6072,661+542746170.17%+343
GRAYSCALE BITCOIN TRUST ETF(GBTC)04,500+4,50003330.09%+333
ISHARES TR01,791+1,79107190.19%+719
SHOPIFY INC(SHOP)7,1347,085-494427530.20%+311
UNITED PARKS & RESORTS INC(PRKS)05,354+5,35403010.08%+301
APA CORPORATION(APA)25,31025,31002845840.16%+300
WESTERN ALLIANCE BANCORP(WAL)03,570+3,57002980.08%+298
SPDR S&P 500 ETF TR(SPY)744964+2202805650.15%+285
MASTERCARD INCORPORATED(MA)1,2751,280+53906740.18%+284
DIREXION SHS ETF TR
DAILY SMALL CAP
06,600+6,60002760.07%+276
ISHARES TR03,558+3,55802690.07%+269
FLAGSTAR FINANCIAL INC(FLG)027,999+27,99902610.07%+261
STARWOOD PPTY TR INC(STWD)24,35135,205+10,8544066670.18%+261
ELI LILLY & CO(LLY)0309+30902390.06%+239
DELTA AIR LINES INC DEL(DAL)7,9568,016+602474850.13%+238
BERKSHIRE HATHAWAY INC DEL1104516810.18%+230
VANGUARD INDEX FDS0954+95402290.06%+229
PALO ALTO NETWORKS INC(PANW)1,9783,961+1,9834927210.19%+229
PHILIP MORRIS INTL INC(PM)01,883+1,88302270.06%+227
NOVO-NORDISK A S(NVO)02,629+2,62902260.06%+226
ISHARES TR04,282+4,28202240.06%+224
LOWES COS INC(LOW)0882+88202180.06%+218
DIREXION SHS ETF TR
DA TE BU 3X ETF
02,390+2,39002160.06%+216
GOLDMAN SACHS GROUP INC(GS)0375+37502140.06%+214
CHURCH & DWIGHT CO INC(CHD)17,44617,398-481,6111,8220.49%+211
MSCI INC(MSCI)0340+34002040.05%+204
SPDR GOLD TR(GLD)4,4583,890-5687429420.25%+200
VANGUARD WORLD FD
INF TECH ETF
830834+43425190.14%+177
HALLIBURTON CO(HAL)17,72617,72603144820.13%+168
ALASKA AIR GROUP INC6,6006,60002624270.11%+165
VANGUARD INDEX FDS1,1751,17503224820.13%+161
CLEANSPARK INC(CLSK)(Call)015,100+15,1000139+139
CITIGROUP INC(C)22,27821,538-7401,3901,5160.41%+126
VANGUARD INDEX FDS1,3111,103-2084755940.16%+120
ADVANCED MICRO DEVICES INC(AMD)5,6436,087+4446247350.20%+112
ADOBE INC(ADBE)04,807+4,80702,1380.57%+2,138
CLEANSPARK INC(CLSK)07,919+7,9190730.02%+73
ISHARES TR2,5292,485-442202860.08%+67
SCHWAB STRATEGIC TR4,11212,336+8,2242753370.09%+62
CHEVRON CORP NEW(CVX)2,6372,673+363373870.10%+50
LI AUTO INC(LI)9,8959,89502002370.06%+37
BITFARMS LTD
COM
015,417+15,4170230.01%+23
ZOETIS INC(ZTS)1,3551,576+2212352570.07%+22
UNITEDHEALTH GROUP INC(UNH)610506-1042362560.07%+20
VAIL RESORTS INC(MTN)1,2001,20002132250.06%+12
FIGS INC(FIGS)27,20027,20001631680.05%+5
CONOCOPHILLIPS(COP)2,4482,421-272372400.06%+3
ISHARES U S ETF TR
INT RT HDG C B
25,94225,94202,4062,4060.65%-0
BLOCK INC(XYZ)28,16928,477+3082,4212,4200.65%-1
ABBOTT LABS2,6472,436-2112802760.07%-4
PROLOGIS INC.(PLD)2,7132,71302942870.08%-7
ISHARES TR
FLTG RATE NT ETF
52,83552,83502,6972,6880.72%-8
VERTEX ENERGY INC10,6150-10,615190-19
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
4,3524,35202382130.06%-24
MODERNA INC(MRNA)(Call)4000-400270-27
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