Fund HoldingsELCO Management Co., LLC

Total Portfolio Value
$190.31M
Total Bought
$12.54M
Total Sold
$21.65M
Net Transaction
-$9.10M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
ENERGY TRANSFER L P(ET)0540,477+540,477010,5885.56%+10,588
CHENIERE ENERGY INC(LNG)56,08154,439-1,64210,08611,6976.15%+1,612
TARGA RES CORP(TRGP)61,02357,650-3,3739,03210,2915.41%+1,259
AMAZON COM INC(AMZN)032,435+32,43507,1163.74%+7,116
WILLIAMS COS INC(WMB)211,719200,806-10,9139,66510,8685.71%+1,203
EQUITY BANCSHARES INC030,279+30,27901,2840.67%+1,284
SCHWAB STRATEGIC TR24,350105,850+81,5001,6202,4031.26%+783
STANTEC INC(STN)06,684+6,68407550.40%+755
VERSABANK NEW89,420132,121+42,7011,1871,8300.96%+642
UBER TECHNOLOGIES INC(UBER)6,66017,487+10,8275011,0550.55%+554
NEXTDECADE CORP(NEXT)0165,313+165,31301,2750.67%+1,275
SUNOCO LP/SUNOCO FIN CORP(SUN)034,790+34,79001,7900.94%+1,790
MPLX LP(MPLX)92,56995,208+2,6394,1164,5572.39%+441
ALPHABET INC028,015+28,01505,3352.80%+5,335
DELEK US HLDGS INC NEW022,855+22,85504230.22%+423
NVIDIA CORPORATION(NVDA)19,73520,562+8272,3972,7611.45%+365
XYLEM INC(XYL)09,624+9,62401,1170.59%+1,117
LESLIES INC0151,819+151,81903390.18%+339
PALANTIR TECHNOLOGIES INC(PLTR)04,060+4,06003070.16%+307
EQT CORP(EQT)43,07340,613-2,4601,5781,8730.98%+294
NEUROCRINE BIOSCIENCES INC(NBIX)02,109+2,10902880.15%+288
ALASKA AIR GROUP INC04,325+4,32502800.15%+280
MERCK & CO INC(MRK)02,764+2,76402750.14%+275
SCHLUMBERGER LTD(SLB)07,150+7,15002740.14%+274
CONSOLIDATED WATER CO INC010,577+10,57702740.14%+274
FLUSHING FINL CORP018,263+18,26302610.14%+261
ECOLAB INC(ECL)0999+99902340.12%+234
ALPHABET INC02,480+2,48004690.25%+469
SELECT SECTOR SPDR TR5,2807,130+1,8507159390.49%+224
DT MIDSTREAM INC(DTM)02,225+2,22502210.12%+221
SJW GROUP(HTO)04,314+4,31402120.11%+212
NEOS ETF TRUST04,000+4,00002090.11%+209
ONEOK INC NEW(OKE)23,46123,363-982,1382,3461.23%+208
NGL ENERGY PARTNERS LP129,420157,120+27,7005827840.41%+202
SELECT SECTOR SPDR TR1,8702,295+4253755150.27%+140
DISNEY WALT CO(DIS)010,106+10,10601,1250.59%+1,125
JPMORGAN CHASE & CO.(JPM)7,8817,478-4031,6621,7930.94%+131
CALUMET INC(CLMT)18,00020,350+2,3503214480.24%+127
APPLE INC(AAPL)33,10431,281-1,8237,7137,8334.12%+120
EATON VANCE RISK-MANAGED DIV047,595+47,59504430.23%+443
HESS MIDSTREAM LP(HESM)21,32023,347+2,0277528650.45%+113
FIRST WESTN FINL INC12,79218,763+5,9712563670.19%+111
HONEYWELL INTL INC(HON)08,739+8,73901,9741.04%+1,974
GREAT LAKES DREDGE & DOCK CO026,782+26,78203020.16%+302
SPDR S&P 500 ETF TR7,7947,776-184,4724,5572.39%+86
DIMENSIONAL ETF TRUST15,68017,180+1,5006226960.37%+73
ISHARES TR03,410+3,41005440.29%+544
J P MORGAN EXCHANGE TRADED F06,100+6,10003440.18%+344
MARRIOTT INTL INC NEW(MAR)3,9453,740-2059811,0430.55%+63
IMAX CORP10,50010,50002152690.14%+53
CIVISTA BANCSHARES INC16,18015,949-2312883360.18%+47
PRIMIS FINANCIAL CORP76,58684,008+7,4229339800.51%+47
WALMART INC(WMT)4,5614,56103684120.22%+44
CITIGROUP INC(C)5,7745,734-403614040.21%+42
KRATOS DEFENSE & SEC SOLUTIO13,20013,150-503083470.18%+39
VISA INC(V)0944+94402980.16%+298
CORNING INC(GLW)16,30116,30107367750.41%+39
SOUTHERN FIRST BANCSHARES7,8427,695-1472673060.16%+39
CUMMINS INC(CMI)1,5701,545-255085390.28%+30
BLACKSTONE SECD LENDING FD(BXSL)09,700+9,70003130.16%+313
KINDER MORGAN INC DEL18,84216,221-2,6214164440.23%+28
SEMPRA(SRE)6,7426,740-25645910.31%+27
SELECT SECTOR SPDR TR03,818+3,81808880.47%+888
PRIMERICA INC(PRI)4,0004,00001,0611,0860.57%+25
AMPLIFY ETF TR03,575+3,57502660.14%+266
INVESCO EXCHANGE TRADED FD T9,0509,05004304520.24%+22
MASTERCARD INCORPORATED(MA)49549502442610.14%+16
MERIDIAN CORPORATION18,58718,291-2962352510.13%+16
PROVIDENT FINL SVCS INC(PFS)55,78455,514-2701,0351,0480.55%+12
PLAINS GP HLDGS L P033,954+33,95406240.33%+624
ARES CAPITAL CORP010,700+10,70002340.12%+234
WESTERN MIDSTREAM PARTNERS L(WES)056,397+56,39702,1671.14%+2,167
AMERICAN EXPRESS CO(AXP)850800-502312370.12%+7
SHORE BANCSHARES INC31,95828,642-3,3164474540.24%+7
CALAMOS STRATEGIC TOTAL RETU(CSQ)022,324+22,32403950.21%+395
ISHARES TR0379+37902230.12%+223
LINKBANCORP INC
COM
056,171+56,17104200.22%+420
SSGA ACTIVE ETF TR13,20013,250+505515530.29%+2
FASTENAL CO(FAST)2,8152,81502012020.11%+1
ADVENT CONV & INCOME FD000000
ENTERPRISE PRODS PARTNERS L(EPD)053,951+53,95101,6920.89%+1,692
ALLIANCE RESOURCE PARTNERS L29,75028,240-1,5107447420.39%-1
FIRST FNDTN INC030,172+30,17201870.10%+187
DOUBLELINE INCOME SOLUTIONS(DSL)14,20014,500+3001841820.10%-2
KARYOPHARM THERAPEUTICS INC016,177+16,1770110.01%+11
LINEAGE CELL THERAPEUTICS IN014,900+14,900070.00%+7
NEOS ETF TRUST9,5759,57504914870.26%-4
INVESCO EXCHANGE TRADED FD T5,6825,658-246536490.34%-4
BERKSHIRE HATHAWAY INC DEL89589504124060.21%-6
EATON VANCE TAX-MANAGED DIVE047,300+47,30007070.37%+707
UNITED THERAPEUTICS CORP DEL(UTHR)0669+66902360.12%+236
REAVES UTIL INCOME FD(UTG)7,9507,95002612520.13%-9
ENLINK MIDSTREAM LLC20,05519,896-1592912820.15%-9
XAI MADISON EQUITY PREMIUM I022,023+22,02301480.08%+148
ADVANCED DRAIN SYS INC DEL(WMS)1,7732,319+5462792680.14%-11
LIBERTY ALL STAR EQUITY FD(USA)028,454+28,45401980.10%+198
MAINSTREET BANCSHARES INC21,78621,453-3334023880.20%-14
FRANKLIN LTD DURATION INCOME014,700+14,7000970.05%+97
VALMONT INDS INC(VMI)0998+99803060.16%+306
ZURN ELKAY WATER SOLNS CORP12,57511,401-1,1744524250.22%-27
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