Fund HoldingsSeelaus Asset Management LLC

Total Portfolio Value
$104.91M
Total Bought
$9.06M
Total Sold
$10.53M
Net Transaction
-$1.47M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
BLACKROCK INC(BLK)0587+58705560.53%+556
UBER TECHNOLOGIES INC(UBER)06,620+6,62004820.46%+482
PTC INC(PTC)03,008+3,00804660.44%+466
TE CONNECTIVITY PLC(TEL)03,196+3,19604520.43%+452
CNH INDL N V
SHS
035,381+35,38104330.41%+433
GE AEROSPACE(GE)06,080+6,08001,2171.16%+1,217
BERKSHIRE HATHAWAY INC DEL5,6325,457-1752,5532,9062.77%+353
GALLAGHER ARTHUR J & CO(AJG)5,4815,48101,5561,8921.80%+336
PHILIP MORRIS INTL INC(PM)3,0594,149+1,0903686590.63%+290
BLOCK INC(XYZ)05,210+5,21002830.27%+283
EXXON MOBIL CORP011,908+11,90801,4161.35%+1,416
BELDEN INC02,693+2,69302700.26%+270
NEWMONT CORP(NEM)05,423+5,42302620.25%+262
LENNAR CORP(LEN)02,252+2,25202580.25%+258
BOEING CO(BA)01,494+1,49402550.24%+255
ARCBEST CORP(ARCB)03,590+3,59002530.24%+253
ENERGY TRANSFER L P(ET)012,450+12,45002310.22%+231
PPG INDS INC(PPG)02,005+2,00502190.21%+219
PNC FINL SVCS GROUP INC(PNC)01,247+1,24702190.21%+219
ENTERPRISE PRODS PARTNERS L(EPD)06,365+6,36502170.21%+217
VANECK ETF TRUST
GOLD MINERS ETF
17,33217,33205887970.76%+209
AT&T INC(T)34,92234,92207959880.94%+192
T-MOBILE US INC(TMUS)3,1503,15006958400.80%+145
ABBVIE INC(ABBV)5,1075,007-1009081,0491.00%+142
AMERICAN ELEC PWR CO INC07,175+7,17507840.75%+784
ABBOTT LABS05,853+5,85307760.74%+776
CHEVRON CORP NEW(CVX)05,000+5,00008360.80%+836
REPUBLIC SVCS INC(RSG)2,5082,50805056070.58%+103
CENCORA INC1,6851,68503794690.45%+90
CISCO SYS INC(CSCO)11,34712,314+9676727600.72%+88
PAYCHEX INC(PAYX)5,2425,24207358090.77%+74
GE VERNOVA INC(GEV)1,1121,439+3273664390.42%+74
FIDELITY MERRIMACK STR TR8,0609,410+1,3503624300.41%+68
JOHNSON & JOHNSON(JNJ)03,141+3,14105210.50%+521
EQT CORP(EQT)7,9957,99503694270.41%+59
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
06,474+6,47405290.50%+529
MEDTRONIC PLC(MDT)04,730+4,73004250.41%+425
AMERICAN TOWER CORP NEW(AMT)01,444+1,44403140.30%+314
CASEYS GEN STORES INC(CASY)1,7391,695-446897360.70%+47
RTX CORPORATION(RTX)02,643+2,64303500.33%+350
SOUTHERN CO(SO)04,513+4,51304150.40%+415
BLACKSTONE SECD LENDING FD(BXSL)14,00015,250+1,2504524930.47%+41
ISHARES TR07,964+7,96402450.23%+245
USA COMPRESSION PARTNERS LP(USAC)11,27811,27802663040.29%+39
COSTCO WHSL CORP NEW(COST)1,2621,26201,1561,1941.14%+37
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
13,36513,890+5256066430.61%+37
RANGE RES CORP(RRC)9,0909,09003273630.35%+36
NUVEEN FLOATING RATE INCOME(JFR)61,50068,858+7,3585495830.56%+35
STRYKER CORPORATION(SYK)2,7792,77901,0011,0340.99%+34
PROCTER AND GAMBLE CO(PG)05,187+5,18708840.84%+884
INTEL CORP(INTC)012,052+12,05202740.26%+274
ISHARES TR06,538+6,53803420.33%+342
CARETRUST REIT INC(CTRE)019,577+19,57705600.53%+560
VERIZON COMMUNICATIONS INC(VZ)5,2805,281+12112400.23%+28
VANECK ETF TRUST
IG FLOA RATE ETF
17,35018,350+1,0004424690.45%+27
HA SUSTAINABLE INFRA CAP INC(HASI)010,385+10,38503040.29%+304
B2GOLD CORP(BTG)063,675+63,67501820.17%+182
CITIGROUP INC(C)11,87612,102+2268368590.82%+23
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
4,6934,858+1653663830.37%+17
UNITEDHEALTH GROUP INC(UNH)0937+93704910.47%+491
BANK OF NT BUTTERFIELD&SON L
SHS NEW
5,5255,52502022150.20%+13
ELLINGTON FINANCIAL INC(EFC)010,600+10,60001410.13%+141
ELI LILLY & CO(LLY)0443+44303660.35%+366
HESS MIDSTREAM LP(HESM)5,8005,300-5002152240.21%+9
SELECT SECTOR SPDR TR
ST STR FINL ETF
6,1636,155-82983070.29%+9
DISNEY WALT CO(DIS)2,1482,507+3592392470.24%+8
BRISTOL-MYERS SQUIBB CO(BMY)09,400+9,40005730.55%+573
TWO HARBORS INVENTMENT CORPO(TWO)00008800.84%+880
LENDINGTREE INC0001721760.17%+4
VANGUARD INDEX FDS1,0521,124+723053090.29%+4
JPMORGAN CHASE & CO.(JPM)1,5941,574-203823860.37%+4
SELECT SECTOR SPDR TR
ST STR CARE ETF
01,429+1,42902090.20%+209
NUVEEN NEW YORK QLT MUN INC(NAN)11,30611,518+2121291310.12%+2
TJX COS INC NEW(TJX)1,8321,83202212230.21%+2
WELLS FARGO CO NEW(WFC)0741+74108900.85%+890
CYTOSORBENTS CORP018,300+18,3000180.02%+18
ISHARES TR2,1502,15002162160.21%+1
NUVEEN NEW YORK AMT QLT MUNI(NRK)11,10611,327+2211161170.11%+1
GOLDMINING INC10,00010,0000880.01%0
DISH NETWORK CORPORATION
NOTE
00038380.04%0
PUTNAM MUN OPPORTUNITIES TR(PMO)010,388+10,38801060.10%+106
RITHM CAPITAL CORP(RITM)40,96838,705-2,2634444430.42%-1
NUVEEN AMT FREE QLTY MUN INC015,250+15,25001710.16%+171
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
3,7003,70002132110.20%-1
BEYOND MEAT INC0000140.01%+14
VANGUARD WHITEHALL FDS1,6271,577-502082030.19%-4
WISDOMTREE TR(WT)03,494+3,49402790.27%+279
ILLINOIS TOOL WKS INC(ITW)0841+84102090.20%+209
SELECT SECTOR SPDR TR
ST STR INDL ETF
2,9952,955-403953870.37%-7
BAIN CAP SPECIALTY FIN INC(BCSF)13,05013,300+2502292210.21%-8
MOTOROLA SOLUTIONS INC(MSI)0480+48002100.20%+210
WRAP TECHNOLOGIES INC30,14030,140064520.05%-12
VANGUARD INDEX FDS51351302762640.25%-12
VANGUARD SPECIALIZED FUNDS1,9901,933-573903750.36%-15
FLUTTER ENTMT PLC(FLUT)914994+802362200.21%-16
FACTSET RESH SYS INC(FDS)64064003072910.28%-16
WILLIAMS COS INC(WMB)12,24010,790-1,4506626450.61%-18
HOME DEPOT INC(HD)0788+78802890.28%+289
GRAPHIC PACKAGING HLDG CO(GPK)016,320+16,32004240.40%+424
MBIA INC12,72012,500-22082620.06%-20
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