Fund HoldingsLGL PARTNERS, LLC

Total Portfolio Value
$730.12M
Total Bought
$198.59M
Total Sold
$41.88M
Net Transaction
+$156.71M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
ISHARES TR74,875642,640+567,7657,04163,7828.74%+56,741
VANGUARD INDEX FDS4,641106,723+102,0821,82346,6176.38%+44,794
ISHARES TR23,04774,585+51,5389,89735,6244.88%+25,727
SPDR S&P 500 ETF TR(SPY)0111,749+111,749053,1157.27%+53,115
ISHARES TR0304,422+304,422083,33211.41%+83,332
SCHWAB STRATEGIC TR01,543,964+1,543,964085,95211.77%+85,952
VANGUARD INDEX FDS0513,480+513,480076,76510.51%+76,765
VANGUARD INDEX FDS0213,835+213,835050,7266.95%+50,726
SPDR SER TR
ST STR P500GRW
510,134511,735+1,60130,24133,2934.56%+3,053
ISHARES TR084,017+84,017023,2853.19%+23,285
ISHARES TR141,799144,004+2,20513,37615,5882.14%+2,213
INVESCO QQQ TR30,97031,697+72711,09512,9801.78%+1,885
ISHARES TR176,235183,154+6,91912,14613,8011.89%+1,655
ISHARES TR16,68130,832+14,1511,7113,3430.46%+1,632
VANGUARD TAX-MANAGED FDS266,434272,089+5,65511,64813,0331.79%+1,385
ISHARES TR
CORE DIV GRWTH
241,510243,523+2,01311,96213,1061.80%+1,144
VANGUARD SPECIALIZED FUNDS21,05825,078+4,0203,2724,2730.59%+1,001
SCHWAB STRATEGIC TR263,059268,312+5,2538,9339,9171.36%+983
ISHARES TR8,96011,771+2,8112,0082,9690.41%+961
ISHARES TR244,501247,502+3,0019,2799,9521.36%+673
APPLE INC(AAPL)22,41923,297+8783,8384,4850.61%+647
ISHARES TR
CORE MSCI EAFE
24,34231,074+6,7321,5662,1860.30%+620
AMAZON COM INC(AMZN)10,82812,731+1,9031,3761,9340.26%+558
ISHARES TR33,11933,838+7193,5653,9670.54%+402
SPDR SER TR
ST STR SP BIOT
22,95122,813-1381,6762,0370.28%+361
MICROSOFT CORP(MSFT)3,4333,684+2511,0841,3850.19%+301
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
55,74355,74302,5952,8890.40%+294
KRATOS DEFENSE & SEC SOLUTIO(KTOS)50,00151,000+9997511,0350.14%+284
ISHARES TR11,70211,646-562,0682,3370.32%+269
SPIRIT AEROSYSTEMS HLDGS INC17,00017,00002745400.07%+266
VANGUARD INDEX FDS01,604+1,60402640.04%+264
HANNON ARMSTRONG SUST INFR C(HASI)09,000+9,00002480.03%+248
ISHARES TR14,10014,160+601,5471,7720.24%+226
FIRST TR EXCHANGE-TRADED FD8,0548,05401,2851,5020.21%+217
VANGUARD INDEX FDS0696+69602160.03%+216
TRANSDIGM GROUP INC(TDG)0212+21202140.03%+214
DIAGEO PLC(DEO)01,434+1,43402090.03%+209
SELECT SECTOR SPDR TR
ST STR UTIL ETF
03,232+3,23202050.03%+205
VANECK ETF TRUST
GOLD MINERS ETF
06,453+6,45302000.03%+200
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
8,7189,087+3691,2351,4340.20%+199
META PLATFORMS INC(META)2,6432,755+1127939750.13%+182
ALPHABET INC(GOOG)17,70817,860+1522,3172,4950.34%+178
RTX CORPORATION(RTX)7,9638,711+7485737330.10%+160
GLOBAL X FDS
GLBL X MLP ETF
11,78815,080+3,2925266680.09%+142
AMERICAN EXPRESS CO(AXP)3,6493,652+35446840.09%+140
VISA INC(V)4,3834,38301,0081,1410.16%+133
SELECT SECTOR SPDR TR
ST STR FINL ETF
29,65929,559-1009841,1110.15%+128
VANECK ETF TRUST
JUNIOR GOLD MINE
27,48726,659-8288861,0110.14%+125
HOME DEPOT INC(HD)1,4741,624+1504455630.08%+117
VANGUARD MUN BD FDS27,37827,947+5691,3171,4270.20%+110
VANGUARD INDEX FDS3,9413,944+38449540.13%+110
NIKE INC(NKE)8,7088,654-548339400.13%+107
ELI LILLY & CO(LLY)2,2572,25701,2121,3160.18%+103
VANGUARD WHITEHALL FDS11,77211,77201,2161,3140.18%+98
CALAVO GROWERS INC21,40021,40005406290.09%+89
MARRIOTT INTL INC NEW(MAR)2,5802,630+505075930.08%+86
AMERICAN TOWER CORP NEW(AMT)1,6501,65002713560.05%+85
VANGUARD INDEX FDS3,2873,28706407220.10%+82
ISHARES TR8,6188,697+795976760.09%+79
ISHARES TR2,6162,637+216156920.09%+77
NOVO-NORDISK A S(NVO)5,1165,216+1004655400.07%+74
SPDR GOLD TR(GLD)3,0083,082+745165890.08%+73
ISHARES TR14,24314,378+1351,6121,6840.23%+72
MCDONALDS CORP(MCD)1,8941,895+14995620.08%+63
FS KKR CAP CORP(FSK)221,949221,94904,3704,4320.61%+62
ISHARES TR1,5261,532+64064640.06%+59
BLUE OWL CAPITAL INC(OBDC)26,27826,480+2023413950.05%+54
GENERAL DYNAMICS CORP(GD)1,4571,434-233223720.05%+50
ADOBE INC(ADBE)53053002703160.04%+46
MASTERCARD INCORPORATED(MA)1,4861,487+15896340.09%+46
SPDR S&P 500 ETF TR(SPY)(Put)093,800+93,800045+45
VANGUARD INTL EQUITY INDEX F3,9683,999+313704110.06%+42
TENCENT MUSIC ENTMT GROUP(TME)15,00015,0000961350.02%+39
ISHARES TR1,7931,811+182763150.04%+39
ISHARES INC
CORE MSCI EMKT
9,7329,870+1384634990.07%+36
WISDOMTREE TR(WT)4,8894,907+184354710.06%+36
ALPHABET INC(GOOG)5,1605,060-1006807130.10%+33
DISNEY WALT CO(DIS)8,3257,814-5116757060.10%+31
BERKSHIRE HATHAWAY INC DEL4,5004,50001,5761,6050.22%+29
ISHARES TR2,4312,451+202192460.03%+28
ISHARES TR4,7144,746+322252510.03%+26
SCHWAB STRATEGIC TR14,98215,504+5223593840.05%+26
ORACLE CORP(ORCL)5,2525,451+1995565750.08%+18
ISHARES TR
CORE HIGH DV ETF
5,4885,48805435600.08%+17
NEXTERA ENERGY INC(NEE)4,8244,827+32762930.04%+17
KNOW LABS INC42,22042,220011210.00%+11
STARBUCKS CORP(SBUX)3,9023,808-943563660.05%+9
RIOT PLATFORMS INC(RIOT)0505+505080.00%+8
BIOGEN INC(BIIB)87087002242250.03%+2
ADOBE INC(ADBE)(Call)01,500+1,50001+1
MICROSOFT CORP(MSFT)(Call)01,500+1,50001+1
RIOT PLATFORMS INC(RIOT)(Call)015,000+15,000000
AMAZON COM INC(AMZN)(Call)15,0000-15,00020-2
META PLATFORMS INC(META)(Call)7,0000-7,00020-2
APPLE INC(AAPL)(Call)15,0000-15,00030-3
ACCENTURE PLC IRELAND
SHS CLASS A
1,5691,365-2044824790.07%-3
TESLA INC(TSLA)(Call)13,5000-13,50030-3
UNILEVER PLC(UL)12,67412,67406266140.08%-12
SAB BIOTHERAPEUTICS INC23,0000-23,000140-14
WALMART INC(WMT)1,6371,353-2842622130.03%-49
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