Fund HoldingsJT Stratford LLC

Total Portfolio Value
$437.26M
Total Bought
$79.03M
Total Sold
$42.05M
Net Transaction
+$36.98M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
VANGUARD BD INDEX FDS264,031324,818+60,78718,42423,8905.46%+5,466
ISHARES TR0133,116+133,11604,1520.95%+4,152
ISHARES TR77,38882,044+4,65618,17921,5174.92%+3,338
SPDR INDEX SHS FDS
ST STR PO EX ETF
560,853595,532+34,67917,39220,2544.63%+2,862
INTEL CORP(INTC)6,93456,255+49,3212472,8270.65%+2,580
VANGUARD SPECIALIZED FUNDS097,748+97,748016,6563.81%+16,656
AMEDISYS INC022,596+22,59602,1480.49%+2,148
INVESCO QQQ TR20,53622,561+2,0257,3589,2392.11%+1,881
CROCS INC(CROX)018,848+18,84801,7610.40%+1,761
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
011,000+11,00001,7360.40%+1,736
ENDEAVOR GROUP HLDGS INC068,282+68,28201,6200.37%+1,620
NVIDIA CORPORATION(NVDA)9,99711,843+1,8464,3495,8651.34%+1,516
APPLE INC(AAPL)048,164+48,16409,2732.12%+9,273
ATLANTICA SUSTAINABLE INFR P063,600+63,60001,3670.31%+1,367
MICROCHIP TECHNOLOGY INC.(MCHP)13,75026,404+12,6541,0732,3810.54%+1,308
AMAZON COM INC(AMZN)033,071+33,07105,0251.15%+5,025
QUALCOMM INC(QCOM)010,737+10,73701,5530.36%+1,553
MICROSOFT CORP(MSFT)025,909+25,90909,7432.23%+9,743
ISHARES TR072,502+72,50207,8481.79%+7,848
SPROUTS FMRS MKT INC(SFM)024,094+24,09401,1590.27%+1,159
ISHARES TR013,363+13,36301,3260.30%+1,326
JOHNSON & JOHNSON(JNJ)049,756+49,75607,7991.78%+7,799
ETF SER SOLUTIONS
APTUS ENHANCED
422,435478,366+55,93110,23111,3202.59%+1,089
M & T BK CORP(MTB)07,611+7,61101,0430.24%+1,043
3M CO(MMM)09,425+9,42501,0300.24%+1,030
META PLATFORMS INC(META)12,87613,681+8053,8664,8431.11%+977
MONSTER BEVERAGE CORP NEW(MNST)016,121+16,12109290.21%+929
CATERPILLAR INC(CAT)03,875+3,87501,1460.26%+1,146
ARISTA NETWORKS INC03,920+3,92009230.21%+923
RMR GROUP INC032,335+32,33509130.21%+913
EXPEDIA GROUP INC(EXPE)015,590+15,59002,3660.54%+2,366
ISHARES TR4,3037,519+3,2168631,6800.38%+816
APPLIED DIGITAL CORP0119,847+119,84708080.18%+808
BANK AMERICA CORP0667+66708040.18%+804
WELLS FARGO CO NEW(WFC)0663+66307930.18%+793
PAYPAL HLDGS INC(PYPL)018,450+18,45001,1330.26%+1,133
GARMIN LTD(GRMN)05,751+5,75107390.17%+739
BERKLEY W R CORP010,384+10,38407340.17%+734
PACCAR INC(PCAR)07,451+7,45107280.17%+728
LIONS GATE ENTMNT CORP067,995+67,99506930.16%+693
ALPHABET INC(GOOG)45,56947,212+1,6435,9636,5951.51%+632
VANGUARD INDEX FDS3,7164,716+1,0001,4592,0600.47%+601
VANGUARD BD INDEX FDS07,474+7,47405760.13%+576
VANGUARD TAX-MANAGED FDS86,40890,867+4,4593,7784,3531.00%+575
VERTEX PHARMACEUTICALS INC(VRTX)6,1136,563+4502,1262,6700.61%+545
TOLL BROTHERS INC(TOL)015,643+15,64301,6080.37%+1,608
D R HORTON INC(DHI)9,50810,031+5231,0221,5250.35%+503
DELTA AIR LINES INC DEL(DAL)062,756+62,75602,5250.58%+2,525
SPDR SER TR
ST STR AGGRE ETF
145,518157,611+12,0933,5424,0410.92%+499
ARES CAPITAL CORP(ARCC)92,135114,216+22,0811,7942,2880.52%+494
SPDR SER TR
ST STR PR SP1500
51,37954,549+3,1702,6973,1880.73%+492
TAPESTRY INC(TPR)012,955+12,95504770.11%+477
TRUIST FINL CORP(TFC)074,032+74,03202,7330.63%+2,733
CHUBB LIMITED
COM
4,1645,919+1,7558671,3380.31%+471
ISHARES TR12,39312,118-2755,3225,7881.32%+466
ISHARES TR
US TREAS BD ETF
0296,695+296,69506,8361.56%+6,836
JPMORGAN CHASE & CO(JPM)019,370+19,37003,2950.75%+3,295
SCHWAB CHARLES CORP(SCHW)8,72213,481+4,7594799270.21%+449
UNITEDHEALTH GROUP INC(UNH)4,6055,254+6492,3222,7660.63%+444
KEYSIGHT TECHNOLOGIES INC(KEYS)07,357+7,35701,1700.27%+1,170
KROGER CO(KR)041,960+41,96001,9180.44%+1,918
ON SEMICONDUCTOR CORP(ON)025,984+25,98402,1700.50%+2,170
LENNAR CORP(LEN)11,40411,194-2101,2801,6680.38%+388
ISHARES TR5,5478,732+3,1854928630.20%+371
LAM RESEARCH CORP(LRCX)1,4661,589+1239191,2450.28%+326
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
122,138118,164-3,9749,2809,6042.20%+324
ADOBE INC(ADBE)03,646+3,64602,1750.50%+2,175
CROWDSTRIKE HLDGS INC(CRWD)01,236+1,23603160.07%+316
LOWES COS INC(LOW)04,495+4,49501,0000.23%+1,000
APPLIED MATLS INC10,55610,842+2861,4611,7570.40%+296
SPDR SER TR
ST STR SP500DIV
07,475+7,47502930.07%+293
SPDR SER TR
ST STR P500VAL
041,238+41,23801,9230.44%+1,923
ISHARES TR02,364+2,36402900.07%+290
J P MORGAN EXCHANGE TRADED F
US QUALTY FCTR
17,05021,465+4,4157381,0270.23%+290
ISHARES TR01,726+1,72602850.07%+285
SCHWAB STRATEGIC TR81,84579,652-2,1935,7916,0641.39%+273
ADVANCED MICRO DEVICES INC(AMD)03,475+3,47505120.12%+512
DISCOVER FINL SVCS010,123+10,12301,1380.26%+1,138
CVS HEALTH CORP(CVS)39,91938,615-1,3042,7873,0490.70%+262
ISHARES INC
MSCI EMRG CHN
28,50030,289+1,7891,4201,6780.38%+258
UBER TECHNOLOGIES INC(UBER)04,173+4,17302570.06%+257
MCKESSON CORP(MCK)1,7792,193+4147741,0150.23%+242
NETFLIX INC(NFLX)01,551+1,55107550.17%+755
PALO ALTO NETWORKS INC(PANW)07,001+7,00102,0640.47%+2,064
WALGREENS BOOTS ALLIANCE INC08,890+8,89002320.05%+232
CONAGRA BRANDS INC(CAG)08,080+8,08002320.05%+232
SPDR S&P 500 ETF TR(SPY)0477+47702270.05%+227
VANECK ETF TRUST
OIL SERVICES ETF
0723+72302240.05%+224
PALANTIR TECHNOLOGIES INC(PLTR)028,215+28,21504840.11%+484
GENERAL DYNAMICS CORP(GD)0816+81602120.05%+212
SPDR SER TR
SP O&G EXPL PRO
01,532+1,53202100.05%+210
CSX CORP(CSX)05,986+5,98602080.05%+208
FIRST CTZNS BANCSHARES INC N(FCNCA)0420+42005960.14%+596
BROADCOM INC(AVGO)01,448+1,44801,6160.37%+1,616
ISHARES TR11,30612,140+8341,1531,3430.31%+190
BANK AMERICA CORP019,718+19,71806640.15%+664
TESLA INC(TSLA)017,628+17,62804,3801.00%+4,380
ISHARES TR023,486+23,48601,7640.40%+1,764
ALBEMARLE CORP(ALB)6,8169,258+2,4421,1591,3380.31%+179
COPART INC(CPRT)26,63126,865+2341,1481,3160.30%+169
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