Fund HoldingsJT Stratford LLC

Total Portfolio Value
$565.60M
Total Bought
$73.32M
Total Sold
$117.05M
Net Transaction
-$43.72M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ISHARES TR
US TREAS BD ETF
0341,207+341,20707,8431.39%+7,843
ISHARES TR99,454119,327+19,87332,04036,6026.47%+4,562
JOHNSON & JOHNSON(JNJ)053,089+53,08908,8041.56%+8,804
D R HORTON INC(DHI)014,335+14,33501,8220.32%+1,822
PROCTER AND GAMBLE CO(PG)013,622+13,62202,3210.41%+2,321
COPART INC(CPRT)029,380+29,38001,6630.29%+1,663
VISA INC(V)07,480+7,48002,6210.46%+2,621
FORTINET INC(FTNT)017,134+17,13401,6490.29%+1,649
SNAP ON INC(SNA)04,069+4,06901,3710.24%+1,371
RAYMOND JAMES FINL INC(RJF)09,387+9,38701,3040.23%+1,304
ABBOTT LABS09,379+9,37901,2440.22%+1,244
SPDR SER TR
ST STR PR SP1500
073,487+73,48704,9980.88%+4,998
KLA CORP(KLAC)01,772+1,77201,2050.21%+1,205
TKO GROUP HOLDINGS INC(TKO)07,882+7,88201,2040.21%+1,204
EMCOR GROUP INC(EME)03,222+3,22201,1910.21%+1,191
MONOLITHIC PWR SYS INC(MPWR)02,042+2,04201,1840.21%+1,184
UBER TECHNOLOGIES INC(UBER)027,898+27,89802,0330.36%+2,033
SPDR SER TR
ST SHO TREAS ETF
090,546+90,54602,6480.47%+2,648
PROGRESSIVE CORP(PGR)04,126+4,12601,1680.21%+1,168
INNOVATOR ETFS TRUST
US SM CA PW JUNE
042,031+42,03101,0710.19%+1,071
LAM RESEARCH CORP(LRCX)014,560+14,56001,0590.19%+1,059
MERCK & CO INC(MRK)018,658+18,65801,6750.30%+1,675
SCHLUMBERGER LTD(SLB)024,614+24,61401,0290.18%+1,029
ON SEMICONDUCTOR CORP(ON)025,051+25,05101,0190.18%+1,019
WISDOMTREE TR(WT)062,199+62,19903,1300.55%+3,130
WISDOMTREE TR(WT)020,171+20,17102,0000.35%+2,000
SPDR SER TR
ST STR BLO 1 ETF
024,824+24,82402,2770.40%+2,277
ISHARES TR013,285+13,28501,2090.21%+1,209
TARGET CORP(TGT)08,312+8,31208670.15%+867
DOCUSIGN INC(DOCU)010,400+10,40008470.15%+847
META PLATFORMS INC(META)14,86316,509+1,6468,7029,5151.68%+813
RALPH LAUREN CORP(RL)1,1384,606+3,4682631,0170.18%+754
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
210,332215,590+5,25816,88317,6273.12%+743
MARTIN MARIETTA MATLS INC(MLM)01,510+1,51007220.13%+722
ISHARES TR1,6405,252+3,6123049880.17%+685
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
013,971+13,97106570.12%+657
UIPATH INC(PATH)063,398+63,39806530.12%+653
UNITEDHEALTH GROUP INC(UNH)03,564+3,56401,8670.33%+1,867
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
010,824+10,82406470.11%+647
ISHARES TR
FLTG RATE NT ETF
012,223+12,22306240.11%+624
ISHARES GOLD TR(IAU)010,570+10,57006230.11%+623
ISHARES TR
CORE UNIVRSL USD
058,061+58,06102,6750.47%+2,675
ENERGY TRANSFER L P(ET)032,677+32,67706070.11%+607
NEXTERA ENERGY INC(NEE)15,44223,579+8,1371,1071,6720.30%+564
BANK AMERICA CORP01,268+1,26801,5650.28%+1,565
MP MATERIALS CORP(MP)061,541+61,54101,5020.27%+1,502
WELLS FARGO CO NEW(WFC)1,1071,510+4031,3221,8130.32%+491
SCHWAB STRATEGIC TR292,797303,171+10,3747,9998,4771.50%+477
SPDR SER TR
ST INTER ETF
0103,996+103,99602,9720.53%+2,972
SCHWAB STRATEGIC TR50,35973,770+23,4111,4041,8470.33%+444
PGIM ETF TR
PGIM ULTRA SH BD
08,101+8,10104030.07%+403
VANGUARD MALVERN FDS024,467+24,46701,2210.22%+1,221
JPMORGAN CHASE & CO.(JPM)20,73521,789+1,0544,9705,3450.94%+374
ISHARES INC
CORE MSCI EMKT
06,556+6,55603540.06%+354
ISHARES TR
MSCI USA QLT FCT
08,926+8,92601,5250.27%+1,525
ISHARES TR90,48695,921+5,4354,6785,0230.89%+345
DISNEY WALT CO(DIS)03,484+3,48403440.06%+344
ISHARES TR04,887+4,88709310.16%+931
MICROSTRATEGY INC(MSTR)1,3772,445+1,0683997050.12%+306
VERTEX PHARMACEUTICALS INC(VRTX)03,912+3,91201,8970.34%+1,897
INTEL CORP(INTC)013,251+13,25103010.05%+301
SCHWAB STRATEGIC TR30,44941,859+11,4107971,0930.19%+296
ANTERIX INC(ATEX)07,658+7,65802800.05%+280
DOXIMITY INC(DOCS)04,718+4,71802740.05%+274
TRADEWEB MKTS INC(TW)01,841+1,84102730.05%+273
INVESCO ACTIVELY MANAGED EXC
TOTAL RETURN
19,54225,138+5,5969071,1800.21%+273
ABBVIE INC(ABBV)07,136+7,13601,4950.26%+1,495
ISHARES SILVER TR(SLV)07,793+7,79302420.04%+242
AMERICAN TOWER CORP NEW(AMT)01,104+1,10402400.04%+240
SOLVENTUM CORP(SOLV)026,296+26,29602,0000.35%+2,000
DESPEGAR COM CORP012,380+12,38002330.04%+233
ISHARES TR013,815+13,81501,4330.25%+1,433
GE HEALTHCARE TECHNOLOGIES I(GEHC)02,805+2,80502260.04%+226
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
015,655+15,65507150.13%+715
BLACKROCK ETF TRUST II7,07611,325+4,2493685930.10%+225
BERKSHIRE HATHAWAY INC DEL03,024+3,02401,6110.28%+1,611
WISDOMTREE TR(WT)028,794+28,79401,3950.25%+1,395
PHILIP MORRIS INTL INC(PM)01,401+1,40102220.04%+222
NU HLDGS LTD(NU)0201,334+201,33402,0620.36%+2,062
SPROUTS FMRS MKT INC(SFM)010,675+10,67501,6290.29%+1,629
ABRDN SILVER ETF TRUST06,731+6,73102190.04%+219
ISHARES TR35,51236,719+1,2073,2833,5020.62%+219
FISERV INC(FISV)0980+98002160.04%+216
VICI PPTYS INC(VICI)038,280+38,28001,2490.22%+1,249
GAMBLING COM GROUP LIMITED
ORDINARY SHARES
016,624+16,62402100.04%+210
CELLEBRITE DI LTD(CLBT)010,737+10,73702090.04%+209
INNOVATOR ETFS TRUST
US EQT ACC 9 BFR
07,355+7,35502080.04%+208
SAMSARA INC(IOT)05,400+5,40002070.04%+207
COCA COLA CO(KO)020,872+20,87201,4950.26%+1,495
ALBERTSONS COS INC0102,899+102,89902,2630.40%+2,263
PAYPAL HLDGS INC(PYPL)26,87138,207+11,3362,2932,4930.44%+200
VANGUARD WHITEHALL FDS015,369+15,36909870.17%+987
BERKLEY W R CORP023,991+23,99101,7070.30%+1,707
ENTREPRENEURSHARES SERIES TR011,476+11,47601830.03%+183
ETF SER SOLUTIONS
APTUS ENHANCED
173,732181,042+7,3103,9564,1330.73%+177
WASTE MGMT INC DEL(WM)02,567+2,56705940.11%+594
VANGUARD WHITEHALL FDS033,319+33,31902,7630.49%+2,763
AMGEN INC(AMGN)01,466+1,46604570.08%+457
SPDR SER TR
ST STR AGGRE ETF
0191,090+191,09004,8800.86%+4,880
DOUBLEVERIFY HLDGS INC(DV)012,102+12,10201620.03%+162
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