Fund HoldingsSendero Wealth Management, LLC

Total Portfolio Value
$801.55M
Total Bought
$101.93M
Total Sold
$70.04M
Net Transaction
+$31.89M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
2023 ETF SERIES TRUST
EAGL CAP SEL ETF
1,161,4611,593,833+432,37232,53348,1026.00%+15,569
VANGUARD INDEX FDS579,090570,320-8,770159,157173,33721.63%+14,180
NVIDIA CORPORATION(NVDA)180,346184,571+4,22519,54629,1603.64%+9,614
AMERICAN BEACON SELECT FUNDS
GLG NAT RES ETF
754,095912,866+158,77122,45730,3273.78%+7,870
MICROSOFT CORP(MSFT)048,323+48,323024,0363.00%+24,036
MARATHON PETE CORP(MPC)035,539+35,53905,9030.74%+5,903
SALESFORCE INC(CRM)019,762+19,76205,3890.67%+5,389
MOLINA HEALTHCARE INC(MOH)016,373+16,37304,8780.61%+4,878
BROADCOM INC(AVGO)14,74923,835+9,0862,4696,5700.82%+4,101
CHARLES RIV LABS INTL INC(CRL)023,329+23,32903,5400.44%+3,540
AMAZON COM INC(AMZN)0104,507+104,507022,9282.86%+22,928
ISHARES TR0212,613+212,613028,7113.58%+28,711
META PLATFORMS INC(META)24,47622,582-1,89414,10716,6682.08%+2,561
ARISTA NETWORKS INC(ANET)0137,093+137,093014,0261.75%+14,026
DEXCOM INC(DXCM)10,61936,329+25,7107253,1710.40%+2,446
ICON PLC(ICLR)016,601+16,60102,4150.30%+2,415
INTUIT(INTU)12,98812,987-17,97510,2291.28%+2,254
CAPITAL ONE FINL CORP(COF)048,713+48,713010,3641.29%+10,364
NETFLIX INC(NFLX)8412,101+1,2607842,8140.35%+2,029
UBER TECHNOLOGIES INC(UBER)64,25470,493+6,2394,6826,5770.82%+1,895
DYNATRACE INC(DT)093,427+93,42705,1580.64%+5,158
AIRBNB INC59,69165,609+5,9187,1318,6831.08%+1,552
GE VERNOVA INC(GEV)06,218+6,21803,2900.41%+3,290
ASML HOLDING N V
N Y REGISTRY SHS
01,622+1,62201,3000.16%+1,300
WARNER BROS DISCOVERY INC(WBD)401,208487,114+85,9064,3055,5820.70%+1,277
CUSTOM TRUCK ONE SOURCE INC(CTOS)0390,797+390,79701,9310.24%+1,931
FORTINET INC(FTNT)65,60170,171+4,5706,3157,4180.93%+1,104
GE AEROSPACE(GE)15,00815,037+293,0043,8700.48%+867
DANAHER CORPORATION(DHR)04,044+4,04407990.10%+799
HOWMET AEROSPACE INC(HWM)20,72018,653-2,0672,6883,4720.43%+784
FIRST CTZNS BANCSHARES INC N(FCNCA)04,755+4,75509,3031.16%+9,303
SELECT SECTOR SPDR TR
ST STR TECHN ETF
014,021+14,02103,5510.44%+3,551
BOOKING HOLDINGS INC(BKNG)510511+12,3502,9580.37%+609
LITHIA MTRS INC(LAD)015,140+15,14005,1150.64%+5,115
MSA SAFETY INC(MSA)03,284+3,28405500.07%+550
ISHARES TR09,325+9,32503,9590.49%+3,959
LOUISIANA PAC CORP(LPX)05,260+5,26004520.06%+452
NVENT ELECTRIC PLC(NVT)12,83314,859+2,0266731,0880.14%+416
TAIWAN SEMICONDUCTOR MFG LTD(TSM)06,831+6,83101,5470.19%+1,547
CADENCE DESIGN SYSTEM INC(CDNS)07,614+7,61402,3460.29%+2,346
AUTODESK INC011,833+11,83303,6630.46%+3,663
CBRE GROUP INC(CBRE)051,267+51,26707,1840.90%+7,184
ARROW ELECTRS INC8,84310,048+1,2059181,2800.16%+362
INTERCONTINENTAL EXCHANGE IN(ICE)040,031+40,03107,3440.92%+7,344
WOODWARD INC(WWD)5,4705,47009981,3410.17%+342
ISHARES TR016,294+16,29401,7940.22%+1,794
JPMORGAN CHASE & CO.(JPM)05,659+5,65901,6410.20%+1,641
TEXAS INSTRS INC(TXN)08,154+8,15401,6930.21%+1,693
ONEMAIN HLDGS INC(OMF)15,38817,667+2,2797521,0070.13%+255
LIBERTY BROADBAND CORP(LBRDA)043,628+43,62804,2920.54%+4,292
ORACLE CORP(ORCL)02,233+2,23304880.06%+488
ARAMARK(ARMK)33,09333,09301,1421,3860.17%+243
TRANE TECHNOLOGIES PLC(TT)2,0962,072-247069060.11%+200
GATES INDL CORP PLC
ORD SHS
043,082+43,08209920.12%+992
SEALED AIR CORP NEW013,411+13,41104160.05%+416
BRUNSWICK CORP(BC)51,68653,513+1,8272,7832,9560.37%+173
AMERICAN EXPRESS CO(AXP)03,321+3,32101,0590.13%+1,059
HUMANA INC(HUM)04,440+4,44001,0850.14%+1,085
LAUDER ESTEE COS INC(EL)10,99311,004+117268890.11%+164
ZIONS BANCORPORATION N A(ZION)016,394+16,39408520.11%+852
ALPHABET INC(GOOG)019,189+19,18903,4040.42%+3,404
CHARTER COMMUNICATIONS INC N(CHTR)02,365+2,36509670.12%+967
LENNAR CORP(LEN)8,64010,369+1,7299921,1470.14%+155
LAM RESEARCH CORP(LRCX)3,7924,335+5432764220.05%+146
AERCAP HOLDINGS NV(AER)15,46014,692-7681,5801,7190.21%+139
PTC INC(PTC)2,3082,855+5473584920.06%+134
SYSCO CORP(SYY)8,76110,345+1,5846577840.10%+126
WORKDAY INC(WDAY)06,561+6,56101,5750.20%+1,575
FIRSTCASH HOLDINGS INC(FCFS)7,4927,580+889011,0240.13%+123
SYNOPSYS INC(SNPS)3,7963,409-3871,6281,7480.22%+120
VAIL RESORTS INC(MTN)2,0352,830+7953264450.06%+119
HAYWARD HLDGS INC(HAYW)40,76949,515+8,7465686830.09%+116
INTUITIVE SURGICAL INC02,148+2,14801,1670.15%+1,167
DISNEY WALT CO(DIS)04,659+4,65905780.07%+578
BROOKFIELD CORP(BN)4,1695,246+1,0772183240.04%+106
EMERSON ELEC CO(EMR)2,4152,775+3602653700.05%+105
SPDR S&P 500 ETF TR(SPY)01,753+1,75301,0830.14%+1,083
SIMPSON MFG INC(SSD)5,6206,325+7058839820.12%+100
HILTON WORLDWIDE HLDGS INC(HLT)02,434+2,43406480.08%+648
VALVOLINE INC(VVV)27,85528,096+2419701,0640.13%+94
UNITEDHEALTH GROUP INC(UNH)3,5406,239+2,6991,8541,9460.24%+92
VANGUARD INDEX FDS03,185+3,18509090.11%+909
GENERAL MTRS CO(GM)09,598+9,59804720.06%+472
VONTIER CORPORATION(VNT)6,2707,887+1,6172062910.04%+85
CATERPILLAR INC(CAT)01,357+1,35705270.07%+527
HOULIHAN LOKEY INC(HLI)04,312+4,31207760.10%+776
CITIGROUP INC(C)03,606+3,60603070.04%+307
BECTON DICKINSON & CO(BDX)03,735+3,73506430.08%+643
MASTERCARD INCORPORATED(MA)5,4855,476-93,0063,0770.38%+71
BERKSHIRE HATHAWAY INC DEL1,3991,679+2807458160.10%+71
SELECT SECTOR SPDR TR
ST STR UTIL ETF
23,37523,37501,8431,9090.24%+66
HENRY SCHEIN INC(HSIC)14,36614,36609841,0490.13%+66
MCKESSON CORP(MCK)98498406627210.09%+59
SAP SE(SAP)03,650+3,65001,1100.14%+1,110
MARTIN MARIETTA MATLS INC(MLM)77877803724270.05%+55
CUMMINS INC(CMI)746882+1362342890.04%+55
WALMART INC(WMT)04,926+4,92604820.06%+482
VANGUARD TAX-MANAGED FDS07,994+7,99404560.06%+456
EOG RES INC(EOG)03,152+3,15203770.05%+377
INVESCO QQQ TR58358302733220.04%+48
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