Fund HoldingsRequisite Capital Management, LLC

Total Portfolio Value
$459.22M
Total Bought
$73.49M
Total Sold
$16.13M
Net Transaction
+$57.36M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
23,944180,968+157,0243,77830,6516.67%+26,872
ISHARES TR70,65396,710+26,05733,74650,84311.07%+17,097
PACER FDS TR
US CASH COWS 100
1,082,0681,152,769+70,70156,58166,98714.59%+10,406
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
572,168655,953+83,78528,79635,5797.75%+6,783
NORTHERN OIL & GAS INC(NOG)814,943814,943030,53632,6637.11%+2,127
INVESCO QQQ TR03,937+3,93701,7500.38%+1,750
WORLD GOLD TR(GLDM)038,287+38,28701,6870.37%+1,687
ENERGY TRANSFER L P(ET)518,345550,610+32,2657,1538,6611.89%+1,508
RANGE RES CORP(RRC)310,859310,85909,46310,7032.33%+1,240
PROSHARES TR
K-1 FREE CRD OIL
020,000+20,00009550.21%+955
ISHARES BITCOIN TR(IBIT)019,777+19,77708000.17%+800
NORTHERN OIL & GAS INC(NOG)(Call)20,000360,000+340,00027792+765
WM TECHNOLOGY INC1,152,5361,152,53608301,5330.33%+703
INSMED INC(INSM)025,000+25,00006780.15%+678
INVESCO EXCHANGE TRADED FD T
S&P500 EQL ENR
16,94122,707+5,7661,2491,8860.41%+638
ISHARES TR
MSCI USA MIN ETF
07,091+7,09105930.13%+593
MICROSOFT CORP(MSFT)13,79813,730-685,1895,7761.26%+588
ISHARES TR
MSCI USA MMENTM
02,967+2,96705560.12%+556
BLUE OWL CAP CORP III032,527+32,52705100.11%+510
VIPER ENERGY INC(VNOM)45,44446,672+1,2281,4261,7950.39%+369
DIAMONDBACK ENERGY INC(FANG)015,200+15,20003660.08%+366
EZCORP INC(EZPW)140,507140,50701,2281,5920.35%+364
PEMBINA PIPELINE CORP(PBA)010,000+10,00003530.08%+353
ELI LILLY & CO(LLY)1,3001,30007581,0110.22%+254
WESTERN MIDSTREAM PARTNERS L(WES)33,23533,23509721,1820.26%+209
AMAZON COM INC(AMZN)01,140+1,14002060.04%+206
PERMIAN RESOURCES CORP(PR)43,00043,00005857590.17%+175
DORCHESTER MINERALS LP(DMLP)28,00031,600+3,6008911,0660.23%+174
SERA PROGNOSTICS INC55,64855,64803335060.11%+174
MICROSOFT CORP(MSFT)(Call)5,4005,4000211360+148
COINBASE GLOBAL INC(COIN)1,8001,700-1003134510.10%+138
FREEPORT-MCMORAN INC(FCX)9,01310,881+1,8683845120.11%+128
CONOCOPHILLIPS(COP)8,6258,62501,0011,0980.24%+97
ANGEL OAK FUNDS TRUST
OAK ULTRASHORT
128,970130,116+1,1466,5656,6501.45%+85
JPMORGAN CHASE & CO(JPM)2,0802,08003544170.09%+63
CATERPILLAR INC(CAT)860863+32543160.07%+62
APTARGROUP INC3,0003,00003714320.09%+61
VISA INC(V)2,9912,99107798350.18%+56
EXXON MOBIL CORP3,4383,43803444000.09%+56
CITIGROUP INC(C)4,7364,73602443000.07%+56
CHEVRON CORP NEW(CVX)6,0256,02508999500.21%+52
ALPHABET INC(GOOG)4,5404,54006406910.15%+51
RIO TINTO PLC(RIO)5,7567,217+1,4614294790.10%+50
MARSH & MCLENNAN COS INC(MRSH)2,8092,80905325790.13%+46
SPDR S&P 500 ETF TR(SPY)938939+14464920.11%+46
ORACLE CORP(ORCL)2,1802,18002302740.06%+44
KINDER MORGAN INC DEL(KMI)49,04749,04708659000.20%+34
MPLX LP(MPLX)7,0247,02402582920.06%+34
TERAWULF INC(WULF)115,973115,97302783050.07%+27
INNOVATOR ETFS TRUST
US EQTY PWR BUF
14,16614,16604925170.11%+25
HOME DEPOT INC(HD)62862802182410.05%+23
ALTRIA GROUP INC(MO)5,4405,44002252430.05%+18
MID-AMER APT CMNTYS INC(MAA)3,0563,243+1874114270.09%+16
SPROTT FDS TR
URANI MINER ETF
14,52614,52607017160.16%+15
PHX MINERALS INC58,57858,57801892000.04%+11
BRITISH AMERN TOB PLC(BTI)8,2918,29102492590.06%+10
COCA COLA CO(KO)8,3768,145-2314945020.11%+9
SOUTHERN CO(SO)5,1285,12803603680.08%+8
EL PASO ENERGY CAP TR I(KMI)9,0009,00004244320.09%+8
MADISON SQUARE GRDN SPRT COR(MSGS)2,0002,00003643690.08%+5
SOUTHSTATE CORPORATION3,2953,29502782800.06%+2
LENDINGCLUB CORP(HAPN)20,00020,00001751760.04%+1
BLACK STONE MINERALS L P(BSM)14,03513,985-502242230.05%-1
AMGEN INC(AMGN)1,0001,00002882840.06%-4
VAPOTHERM INC10,9780-10,978110-11
COMMSCOPE HLDG CO INC(VISN)10,00010,000028130.00%-15
CISCO SYS INC(CSCO)28,95828,95801,4631,4450.31%-18
HUT 8 CORP(HUT)10,00010,00001331100.02%-23
CHENIERE ENERGY PARTNERS LP(CQP)68,66768,66703,4193,3910.74%-27
ALBEMARLE CORP(ALB)1,9161,833-832782420.05%-35
BHP GROUP LTD12,67414,332+1,6588668270.18%-39
INTEL CORP(INTC)6,7376,73703392980.06%-41
DIAMONDBACK ENERGY INC(FANG)(Call)10,2000-10,200420-42
RITHM CAPITAL CORP(RITM)42,75734,977-7,7804673990.09%-68
ENTERPRISE PRODS PARTNERS L(EPD)39,87530,734-9,1411,0518970.20%-154
APPLE INC(AAPL)8,4618,361-1001,6291,4340.31%-195
ADOBE INC(ADBE)3470-3472070-207
PLAINS GP HLDGS L P(PAGP)58,78339,192-19,5919387150.16%-222
UNITED STATES STL CORP NEW4,6050-4,6052240-224
DEVON ENERGY CORP NEW(DVN)5,1380-5,1382330-233
MERCK & CO INC(MRK)2,1840-2,1842400-240
ACCOLADE INC21,1500-21,1502540-254
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
61,01455,495-5,5193,1042,8160.61%-288
CLEAR CHANNEL OUTDOOR HLDGS(CCO)400,000200,000-200,0007283300.07%-398
INNOVATOR ETFS TRUST
US EQTY PWR BUF
997,305951,942-45,36334,34733,8427.37%-506
DIAMONDBACK ENERGY INC(FANG)39,83418,383-21,4516,1773,6430.79%-2,534
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
564,724478,373-86,35128,51024,1345.26%-4,376
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
1,927,6791,752,999-174,680106,836101,42922.09%-5,407
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