Fund HoldingsLGL PARTNERS, LLC

Total Portfolio Value
$684.05M
Total Bought
$94.43M
Total Sold
$12.47M
Net Transaction
+$81.96M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
EA SERIES TRUST
ALPHA ARCH 1-3
0648,794+648,794069,95010.23%+69,950
VANGUARD INDEX FDS463,113463,114+1222,619231,61733.86%+8,998
SPDR S&P 500 ETF TR(SPY)111,738111,449-28958,44760,6538.87%+2,206
VANGUARD BD INDEX FDS478,872507,613+28,74134,78036,5745.35%+1,793
2023 ETF SERIES TRUST II
US QUALITY ETF
130,636182,645+52,0093,8805,6660.83%+1,786
INVESCO QQQ TR32,89233,847+95514,60516,2162.37%+1,612
ALPHABET INC(GOOG)18,44420,055+1,6112,7843,6530.53%+869
APPLE INC(AAPL)022,555+22,55504,7500.69%+4,750
NVIDIA CORPORATION(NVDA)49310,475+9,9824461,2940.19%+849
AMAZON COM INC(AMZN)12,85615,494+2,6382,3192,9940.44%+675
MICROSOFT CORP(MSFT)3,8945,108+1,2141,6382,2830.33%+645
BERKSHIRE HATHAWAY INC DEL01+106120.09%+612
INTUIT(INTU)0559+55903670.05%+367
PTC THERAPEUTICS INC(PTCT)012,000+12,00003670.05%+367
ISHARES TR
CORE DIV GRWTH
295,022302,962+7,94017,12917,4542.55%+325
SERVICENOW INC(NOW)0412+41203240.05%+324
ISHARES TR033,201+33,201010,2481.50%+10,248
PALLADYNE AI CORP0187,697+187,69703000.04%+300
MONOLITHIC PWR SYS INC(MPWR)0328+32802700.04%+270
ELI LILLY & CO(LLY)1,9801,985+51,5401,7970.26%+257
UBER TECHNOLOGIES INC(UBER)03,437+3,43702500.04%+250
DANAHER CORPORATION(DHR)0988+98802470.04%+247
KKR & CO INC(KKR)02,340+2,34002460.04%+246
MARVELL TECHNOLOGY INC(MRVL)03,271+3,27102290.03%+229
PROGRESSIVE CORP(PGR)01,087+1,08702260.03%+226
SELECT SECTOR SPDR TR
ST STR UTIL ETF
03,214+3,21402190.03%+219
EDWARDS LIFESCIENCES CORP02,298+2,29802120.03%+212
GALLAGHER ARTHUR J & CO(AJG)0802+80202080.03%+208
C H ROBINSON WORLDWIDE INC(CHRW)02,311+2,31102040.03%+204
THERMO FISHER SCIENTIFIC INC(TMO)0364+36402010.03%+201
ISHARES TR248,735244,244-4,49110,21810,4021.52%+184
ORACLE CORP(ORCL)5,1085,828+7206428230.12%+181
ALPHABET INC(GOOG)4,9134,916+37489020.13%+154
VANGUARD INDEX FDS020,029+20,02905,3580.78%+5,358
FS KKR CAP CORP(FSK)221,949221,94904,2334,3790.64%+146
VISA INC(V)4,3825,184+8021,2231,3610.20%+137
JOHNSON & JOHNSON(JNJ)2,4703,425+9553915010.07%+110
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
55,74355,74303,1763,2800.48%+104
SPDR GOLD TR(GLD)2,9323,132+2006036730.10%+70
KRATOS DEFENSE & SEC SOLUTIO(KTOS)51,00050,001-9999371,0010.15%+63
VANECK ETF TRUST
JUNIOR GOLD MINE
015,806+15,80606660.10%+666
TENCENT MUSIC ENTMT GROUP(TME)15,00015,00001682110.03%+43
ISHARES TR1,5331,536+35175600.08%+43
NEXTERA ENERGY INC(NEE)5,0315,034+33223560.05%+35
META PLATFORMS INC(META)2,8632,814-491,3911,4190.21%+28
ISHARES TR2,6452,652+77627890.12%+27
SCHWAB STRATEGIC TR014,167+14,16708910.13%+891
COGENT BIOSCIENCES INC(COGT)14,50014,5000971220.02%+25
ISHARES INC
CORE MSCI EMKT
9,8699,957+885095330.08%+24
NOVO-NORDISK A S(NVO)5,5085,119-3897077310.11%+23
ACCENTURE PLC IRELAND
SHS CLASS A
785972+1872722950.04%+23
VANGUARD INDEX FDS696697+12402610.04%+21
SCHWAB STRATEGIC TR15,50415,50403914120.06%+20
GLOBAL X FDS
GLBL X MLP ETF
15,37115,665+2947417600.11%+18
VANECK ETF TRUST
GOLD MINERS ETF
6,4536,45302042190.03%+15
ISHARES TR0149,078+149,078011,6771.71%+11,677
ADOBE INC(ADBE)420406-142122260.03%+14
VANGUARD MUN BD FDS28,08828,607+5191,4211,4330.21%+12
GENERAL DYNAMICS CORP(GD)1,4361,43604064170.06%+11
VANGUARD INTL EQUITY INDEX F4,0144,035+214444540.07%+11
HANNON ARMSTRONG SUST INFR C(HASI)9,0009,00002562660.04%+11
TRANSDIGM GROUP INC(TDG)21221202612710.04%+10
ISHARES TR2,4582,464+62682770.04%+9
ISHARES TR14,44714,561+1141,6731,6810.25%+8
VANGUARD INDEX FDS1,7921,885+933143180.05%+4
EQT CORP(EQT)6,9606,987+272582580.04%0
VANGUARD SPECIALIZED FUNDS25,14725,148+14,5924,5910.67%-2
ISHARES TR
MSCI INTL VLU FT
014,960+14,96004110.06%+411
AMERICAN TOWER CORP NEW(AMT)1,6501,65003263210.05%-5
ISHARES TR1,8191,828+93403330.05%-7
WISDOMTREE TR(WT)4,9204,937+175014930.07%-8
ISHARES TR
CORE HIGH DV ETF
5,4875,488+16055970.09%-8
KNOW LABS INC42,22042,220027170.00%-9
WALMART INC(WMT)3,8193,200-6192302170.03%-13
VANGUARD TAX-MANAGED FDS064,749+64,74903,2000.47%+3,200
KEYCORP(KEY)14,42414,642+2182282080.03%-20
VANGUARD INDEX FDS3,2873,28707757550.11%-20
ISHARES TR
CORE MSCI EAFE
30,97431,347+3732,2992,2770.33%-22
VANGUARD WHITEHALL FDS9,6939,69301,1731,1500.17%-23
ISHARES TR8,7198,743+247337090.10%-24
STARBUCKS CORP(SBUX)2,7542,904+1502522260.03%-26
BLUE OWL CAPITAL INC(OBDC)26,63326,817+1845024760.07%-26
MARRIOTT INTL INC NEW(MAR)2,6302,63006646360.09%-28
UNILEVER PLC(UL)12,93211,296-1,6366496210.09%-28
ISHARES TR14,17814,207+291,8541,8250.27%-29
SELECT SECTOR SPDR TR
ST STR FINL ETF
29,70929,70901,2511,2210.18%-30
SCHWAB STRATEGIC TR056,176+56,17602,1580.32%+2,158
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
9,1249,162+381,5451,5050.22%-40
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
14,37613,693-6838357940.12%-41
VANGUARD INDEX FDS3,9463,94601,0299870.14%-42
ISHARES TR34,09234,336+2444,2004,1540.61%-46
MCDONALDS CORP(MCD)1,8951,896+15344830.07%-51
OREILLY AUTOMOTIVE INC(ORLY)521508-135885360.08%-52
SPIRIT AEROSYSTEMS HLDGS INC17,00017,00006135590.08%-54
AMERICAN EXPRESS CO(AXP)3,6533,326-3278327700.11%-62
SERITAGE GROWTH PPTYS12,50012,5000121580.01%-62
MASTERCARD INCORPORATED(MA)1,5631,564+17536900.10%-63
SNOWFLAKE INC(SNOW)2,2512,223-283643000.04%-63
DIAGEO PLC(DEO)2,2722,089-1833382630.04%-75
MEDTRONIC PLC(MDT)6,2835,992-2915484720.07%-76
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