Fund Holdings — Lavaca Capital LLC

Total Portfolio Value
$227.74M
Total Bought
$31.94M
Total Sold
$13.23M
Net Transaction
+$18.71M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q3 2024
▲▼
Q4 2024
▲▼
Change
▲▼
Q3 2024
▲▼
Q4 2024
▲▼
Weight (%)
▲▼
Change
▲▼
NVIDIA CORPORATION(NVDA)15,30051,700+36,4001,8586,9433.05%+5,085
NETFLIX INC(NFLX)04,564+4,56404,0681.79%+4,068
INTUITIVE SURGICAL INC5403,123+2,5832651,6300.72%+1,365
KKR & CO INC(KKR)95,50092,800-2,70012,47013,7266.03%+1,256
APPLE INC(AAPL)38,81041,091+2,2819,04310,2904.52%+1,247
INVESCO QQQ TR5,0006,930+1,9302,4403,5431.56%+1,102
TARGA RES CORP(TRGP)28,20028,20004,1745,0342.21%+860
ARISTA NETWORKS INC(ANET)07,680+7,68008490.37%+849
MERCADOLIBRE INC(MELI)0490+49008330.37%+833
BROADCOM INC(AVGO)8,86010,066+1,2061,5282,3341.02%+805
ENERGY TRANSFER L P(ET)192,800192,80003,0943,7771.66%+683
SIX FLAGS ENTERTAINMENT CORP(FUN)014,000+14,00006750.30%+675
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
018,717+18,71706640.29%+664
ISHARES TR01,488+1,48805980.26%+598
ISHARES TR3,2884,207+9191,8972,4771.09%+580
MARATHON PETE CORP(MPC)03,882+3,88205410.24%+541
ISHARES TR03,864+3,86404450.20%+445
ALPHABET INC(GOOG)12,28013,080+8002,0532,4911.09%+438
WILLIAMS COS INC(WMB)47,30047,30002,1592,5601.12%+401
TESLA INC(TSLA)0915+91503700.16%+370
ISHARES TR6,91112,634+5,7234317870.35%+357
BOOKING HOLDINGS INC(BKNG)062+6203080.14%+308
MICROSOFT CORP(MSFT)5,0885,789+7012,1892,4401.07%+251
MORGAN STANLEY(MS)01,838+1,83802310.10%+231
ENTERPRISE PRODS PARTNERS L(EPD)103,698103,098-6003,0193,2331.42%+215
HOME DEPOT INC(HD)0484+48401880.08%+188
PHILIP MORRIS INTL INC(PM)01,562+1,56201880.08%+188
TEXAS INSTRS INC(TXN)0956+95601790.08%+179
VANGUARD INDEX FDS14,20015,700+1,5002,4792,6581.17%+179
JPMORGAN CHASE & CO.(JPM)1,0071,597+5902123830.17%+170
NORTHROP GRUMMAN CORP(NOC)0359+35901680.07%+168
CHEMOURS CO(CC)09,957+9,95701680.07%+168
WALMART INC(WMT)17,35117,35101,4011,5680.69%+167
CENTERPOINT ENERGY INC(CNP)70,00070,00002,0592,2210.98%+162
UNITED PARCEL SERVICE INC(UPS)01,279+1,27901610.07%+161
J P MORGAN EXCHANGE TRADED F
US VALUE FACTR
03,718+3,71801610.07%+161
SPDR SER TR
ST STR SP600 SML
03,410+3,41001530.07%+153
MARSH & MCLENNAN COS INC(MRSH)0700+70001490.07%+149
GILEAD SCIENCES INC(GILD)01,489+1,48901380.06%+138
GOLDMAN SACHS GROUP INC(GS)1,1001,188+885456800.30%+136
AMAZON COM INC(AMZN)3,9503,95007368670.38%+131
DIGITAL RLTY TR INC(DLR)5,0005,292+2928099380.41%+129
RENASANT CORP03,573+3,57301280.06%+128
ZILLOW GROUP INC(Z)01,600+1,60001180.05%+118
PEPSICO INC(PEP)0772+77201170.05%+117
TAIWAN SEMICONDUCTOR MFG LTD(TSM)0586+58601160.05%+116
IRON MTN INC DEL(IRM)01,101+1,10101160.05%+116
VERIZON COMMUNICATIONS INC(VZ)02,880+2,88001150.05%+115
VISTRA CORP(VST)0834+83401150.05%+115
DEERE & CO(DE)0268+26801140.05%+114
ONEOK INC NEW(OKE)10,90010,90009931,0940.48%+101
CISCO SYS INC(CSCO)01,701+1,70101010.04%+101
ARCHER DANIELS MIDLAND CO01,992+1,99201010.04%+101
ALTRIA GROUP INC(MO)01,922+1,92201000.04%+100
CHEVRON CORP NEW(CVX)1,4052,088+6832073020.13%+96
CONSTELLATION ENERGY CORP(CEG)0400+4000890.04%+89
LOWES COS INC(LOW)0361+3610890.04%+89
COTERRA ENERGY INC03,295+3,2950840.04%+84
LINDE PLC(LIN)0200+2000840.04%+84
CHUBB LIMITED
COM
0300+3000830.04%+83
DISNEY WALT CO(DIS)0735+7350820.04%+82
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)0440+4400810.04%+81
VISA INC(V)8941,033+1392463260.14%+81
NOVO-NORDISK A S(NVO)0928+9280800.04%+80
COSTCO WHSL CORP NEW(COST)085+850780.03%+78
META PLATFORMS INC(META)0132+1320770.03%+77
ISHARES TR
MSCI INDIA ETF
01,458+1,4580770.03%+77
CHENIERE ENERGY INC(LNG)2,0532,05303694410.19%+72
AON PLC(AON)0200+2000720.03%+72
ZILLOW GROUP INC(Z)01,000+1,0000710.03%+71
EOG RES INC(EOG)4,0004,588+5884925620.25%+71
VANGUARD INDEX FDS2,5962,599+39971,0670.47%+70
BLUE OWL CAPITAL INC(OBDC)02,990+2,9900700.03%+70
ASML HOLDING N V
N Y REGISTRY SHS
0100+1000690.03%+69
CSX CORP(CSX)02,136+2,1360690.03%+69
WILLIAMS SONOMA INC(WSM)0368+3680680.03%+68
TAPESTRY INC(TPR)01,039+1,0390680.03%+68
FIDELITY NATL INFORMATION SV(FIS)0834+8340670.03%+67
MICRON TECHNOLOGY INC(MU)0800+8000670.03%+67
J P MORGAN EXCHANGE TRADED F
BETABULDRS JAPAN
01,207+1,2070660.03%+66
ISHARES TR01,171+1,1710610.03%+61
AMERICAN EXPRESS CO(AXP)2,2312,235+46056630.29%+58
GALLAGHER ARTHUR J & CO(AJG)0205+2050580.03%+58
ISHARES INC01,234+1,2340580.03%+58
ELEVATION SERIES TRUST01,860+1,8600570.03%+57
CUMMINS INC(CMI)0164+1640570.03%+57
ITT INC(ITT)0400+4000570.03%+57
VANGUARD INDEX FDS4,9074,90702,5892,6441.16%+55
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
0300+3000530.02%+53
TJX COS INC NEW(TJX)0434+4340520.02%+52
WISDOMTREE TR(WT)0646+6460520.02%+52
NMI HLDGS INC(NMIH)01,400+1,4000510.02%+51
ISHARES TR0481+4810510.02%+51
KROGER CO(KR)0834+8340510.02%+51
JACKSON FINANCIAL INC(JXN)0580+5800510.02%+51
UNION PAC CORP(UNP)0219+2190500.02%+50
EMERSON ELEC CO(EMR)0400+4000500.02%+50
RELIANCE INC(RS)0183+1830490.02%+49
THE TRADE DESK INC(TTD)0418+4180490.02%+49
CAPITAL ONE FINL CORP(COF)0275+2750490.02%+49
Page 1 of 3
Lavaca Capital LLC — 13F Holdings — Q4 2024 | TickerTrail