Fund HoldingsVivaldi Capital Management LP

Total Portfolio Value
$333.49M
Total Bought
$55.91M
Total Sold
$36.50M
Net Transaction
+$19.41M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
SPDR SER TR
ST STR P500ETF
0333,425+333,425019,3855.81%+19,385
PIMCO ETF TR
ENHAN SHRT MA AC
11,99945,856+33,8571,2024,5931.38%+3,392
MICROSOFT CORP(MSFT)019,908+19,90808,0892.43%+8,089
SCHWAB STRATEGIC TR131,718151,735+20,0176,6658,8932.67%+2,228
APPLE INC(AAPL)064,085+64,085011,8583.56%+11,858
NVIDIA CORPORATION(NVDA)3,3714,405+1,0341,4663,1770.95%+1,711
SCHWAB STRATEGIC TR158,509191,049+32,5405,3836,9352.08%+1,552
SPDR INDEX SHS FDS
ST STR PO EX ETF
0356,598+356,598011,8963.57%+11,896
NUVEEN FLOATING RATE INCOME(JFR)0168,593+168,59301,4580.44%+1,458
ORACLE CORP(ORCL)019,236+19,23602,1870.66%+2,187
DOUBLELINE YIELD OPPORTUNITI085,521+85,52101,3230.40%+1,323
NUVEEN CR STRATEGIES INCOME
COM SHS
0244,515+244,51501,3230.40%+1,323
ISHARES TR050,453+50,45305,4821.64%+5,482
ALLIANCEBERNSTEIN GLOBAL HIG
COM
0125,355+125,35501,2940.39%+1,294
AMAZON COM INC(AMZN)11,60114,979+3,3781,4752,5260.76%+1,051
SPDR S&P 500 ETF TR(SPY)013,491+13,49106,6662.00%+6,666
PGIM ETF TR
PGIM ULTRA SH BD
017,515+17,51508670.26%+867
SCHWAB STRATEGIC TR61,818100,849+39,0311,0971,9560.59%+859
VANGUARD INTL EQUITY INDEX F7,81814,796+6,9787281,5410.46%+813
SPDR SER TR
ST STR P400MID
0111,356+111,35605,4001.62%+5,400
ELI LILLY & CO(LLY)2,2862,605+3191,2281,9350.58%+708
BANYAN ACQUISITION CORPORATI0217,995+217,99507040.21%+704
META PLATFORMS INC(META)1,7282,645+9175191,2170.36%+698
VANGUARD INDEX FDS027,499+27,49906,7412.02%+6,741
COINBASE GLOBAL INC(COIN)27,10219,143-7,9592,0352,6870.81%+653
SCHWAB STRATEGIC TR50,12857,963+7,8352,0762,6550.80%+579
SPDR SER TR
ST STR SP600 SML
0123,517+123,51705,0061.50%+5,006
SCHWAB STRATEGIC TR27,26232,015+4,7531,8452,3910.72%+546
VANGUARD INDEX FDS08,919+8,91904,0491.21%+4,049
ISHARES TR012,895+12,89506,4041.92%+6,404
BROADCOM INC(AVGO)0429+42905370.16%+537
SCHWAB STRATEGIC TR075,004+75,00404,3171.29%+4,317
BERKSHIRE HATHAWAY INC DEL3,3224,262+9401,1641,6830.50%+519
JPMORGAN CHASE & CO(JPM)07,933+7,93301,3820.41%+1,382
ANGEL OAK MORTGAGE REIT INC(AOMD)0338,474+338,47403,4591.04%+3,459
ISHARES TR03,636+3,63601,0890.33%+1,089
SCHWAB STRATEGIC TR78,71897,614+18,8961,8852,3530.71%+469
BLACKROCK CR ALLOCATION INCO041,489+41,48904460.13%+446
SPDR INDEX SHS FDS
ST PORT MARK ETF
21,35232,787+11,4357171,1280.34%+411
MASTERCARD INCORPORATED(MA)0881+88104060.12%+406
ISHARES TR02,182+2,18207050.21%+705
ALPHABET INC(GOOG)9,73311,447+1,7141,2741,6610.50%+388
CHEVRON CORP NEW(CVX)02,355+2,35503550.11%+355
ABBVIE INC(ABBV)9,0899,761+6721,3551,6920.51%+337
VERIZON COMMUNICATIONS INC(VZ)07,626+7,62603060.09%+306
ISHARES TR036,036+36,03603,7291.12%+3,729
ADOBE INC(ADBE)0496+49602990.09%+299
HOME DEPOT INC(HD)1,8912,397+5065718570.26%+286
DATADOG INC(DDOG)02,108+2,10802780.08%+278
ADVANCED MICRO DEVICES INC(AMD)01,616+1,61602770.08%+277
LAM RESEARCH CORP(LRCX)0306+30602730.08%+273
NEXTERA ENERGY INC(NEE)04,864+4,86402690.08%+269
GAMING & LEISURE PPTYS INC(GLPI)0120,835+120,83505,4231.63%+5,423
MCKESSON CORP(MCK)0501+50102530.08%+253
ISHARES TR01,431+1,43102490.07%+249
SPDR GOLD TR(GLD)023,358+23,35804,3101.29%+4,310
GENERAL ELECTRIC CO(GE)6,9747,187+2137711,0190.31%+248
MERCK & CO INC(MRK)08,084+8,08401,0140.30%+1,014
ISHARES INC05,246+5,24602450.07%+245
VANGUARD INTL EQUITY INDEX F012,101+12,10106660.20%+666
SELECT SECTOR SPDR TR
ST STR DISCR ETF
01,378+1,37802430.07%+243
GMS INC02,835+2,83502420.07%+242
VANGUARD INDEX FDS020,861+20,86103,1560.95%+3,156
THOMSON REUTERS CORP.(TRI)01,500+1,50002290.07%+229
EA SERIES TRUST
ALPHA ARCHITECT
09,367+9,36702230.07%+223
MONDELEZ INTL INC(MDLZ)03,058+3,05802200.07%+220
TEXAS INSTRS INC(TXN)01,382+1,38202170.06%+217
PRA GROUP INC058,663+58,66301,3430.40%+1,343
SALESFORCE INC(CRM)0765+76502150.06%+215
ABBOTT LABS09,565+9,56501,0650.32%+1,065
CAMBRIA ETF TR07,863+7,86302140.06%+214
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
02,695+2,69502140.06%+214
BOOKING HOLDINGS INC(BKNG)056+5602100.06%+210
ISHARES TR02,592+2,59202090.06%+209
VANGUARD INTL EQUITY INDEX F03,302+3,30202070.06%+207
PROGRESSIVE CORP(PGR)01,129+1,12902060.06%+206
VISA INC(V)1,2711,805+5342924980.15%+205
JOHNSON & JOHNSON(JNJ)4,5395,816+1,2777079100.27%+203
CONAGRA BRANDS INC(CAG)07,372+7,37202010.06%+201
DISNEY WALT CO(DIS)3,4384,310+8722794760.14%+197
AT&T INC(T)011,561+11,56101950.06%+195
ISHARES TR07,588+7,58807890.24%+789
BOEING CO(BA)06,670+6,67001,3640.41%+1,364
VANGUARD SPECIALIZED FUNDS07,920+7,92001,3750.41%+1,375
COSTCO WHSL CORP NEW(COST)804890+864546360.19%+181
ISHARES TR06,946+6,94609100.27%+910
NETFLIX INC(NFLX)0751+75104160.12%+416
VANGUARD WORLD FDS
INF TECH ETF
1,1671,283+1164846520.20%+168
ISHARES TR015,116+15,11601,1730.35%+1,173
SELECT SECTOR SPDR TR
ST STR FINL ETF
10,75613,481+2,7253575220.16%+165
UNION PAC CORP(UNP)1,6372,017+3803334950.15%+162
D R HORTON INC(DHI)04,156+4,15605920.18%+592
VANGUARD INDEX FDS09,494+9,49402,1940.66%+2,194
MCDONALDS CORP(MCD)1,3181,705+3873474900.15%+142
AMGEN INC(AMGN)1,5951,958+3634295690.17%+140
VANGUARD TAX-MANAGED FDS075,641+75,64103,5481.06%+3,548
MOTOROLA SOLUTIONS INC(MSI)02,323+2,32307420.22%+742
VANGUARD INDEX FDS09,923+9,92302,0860.63%+2,086
ISHARES TR05,686+5,68603660.11%+366
WILLIS TOWERS WATSON PLC LTD(WTW)01,809+1,80904900.15%+490
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