Fund HoldingsSolstein Capital, LLC

Total Portfolio Value
$171.86M
Total Bought
$4.74M
Total Sold
$10.85M
Net Transaction
-$6.11M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ALIBABA GROUP HLDG LTD(BABA)011,200+11,20001,4810.86%+1,481
VANECK MERK GOLD ETF(OUNZ)0234,653+234,65307,0724.12%+7,072
ISHARES TR
CORE MSCI INTL
0135,283+135,28309,3205.42%+9,320
SEA LTD(SE)19,90019,90002,1112,5971.51%+485
ISHARES TR050,341+50,34104,1142.39%+4,114
SPDR GOLD TR(GLD)010,420+10,42003,0021.75%+3,002
VISA INC(V)13,41413,41404,2394,7012.74%+462
FOMENTO ECONOMICO MEXICANO S(FMX)028,372+28,37202,7691.61%+2,769
PDD HOLDINGS INC(PDD)014,699+14,69901,7401.01%+1,740
CROWDSTRIKE HLDGS INC(CRWD)0750+75002640.15%+264
PRUDENTIAL FINL INC(PFH)088,570+88,57009450.55%+945
SHELL PLC(SHEL)019,210+19,21001,4080.82%+1,408
ITAU UNIBANCO HLDG S A(ITUB)0119,020+119,02006550.38%+655
SPDR SER TR
ST STR BLO 1 ETF
01,278+1,27801170.07%+117
T-MOBILE US INC(TMUS)2,3212,32105126190.36%+107
INVESCO DB MULTI-SECTOR COMM(DBB)011,707+11,70702250.13%+225
INTUITIVE MACHINES INC(LUNR)7,09430,094+23,0001292240.13%+95
ISHARES TR056,442+56,44202,4671.44%+2,467
INTERCONTINENTAL EXCHANGE IN(ICE)02,952+2,95205090.30%+509
COSTCO WHSL CORP NEW(COST)2,2362,23602,0492,1151.23%+66
CYBERARK SOFTWARE LTD10,30610,30603,4333,4832.03%+50
JD.COM INC(JD)07,704+7,70403170.18%+317
CHEVRON CORP NEW(CVX)02,201+2,20103680.21%+368
MASTERCARD INCORPORATED(MA)1,8591,85909791,0190.59%+40
ISHARES TR07,833+7,83302810.16%+281
COCA COLA CO(KO)03,953+3,95302830.16%+283
AMERICAN TOWER CORP NEW(AMT)01,057+1,05702300.13%+230
ABBVIE INC(ABBV)01,110+1,11002330.14%+233
KE HLDGS INC(BEKE)021,100+21,10004240.25%+424
JPMORGAN CHASE & CO.(JPM)6,2446,24401,4971,5320.89%+35
ISHARES TR03,879+3,87905940.35%+594
CHENIERE ENERGY INC(LNG)1,8121,81203894190.24%+30
ISHARES INC010,415+10,41502690.16%+269
RTX CORPORATION(RTX)01,658+1,65802200.13%+220
CME GROUP INC(CME)82182101912180.13%+27
ISHARES INC
CORE MSCI EMKT
014,580+14,58007870.46%+787
ISHARES TR
MSCI SAUDI ARBIA
046,795+46,79501,9361.13%+1,936
YUM BRANDS INC(YUM)01,069+1,06901680.10%+168
PROSHARES TR
SHORT QQQ
0599+5990240.01%+24
BARRICK GOLD CORP06,061+6,06101180.07%+118
GILEAD SCIENCES INC(GILD)1,0361,0360961160.07%+20
SELECT SECTOR SPDR TR
ST STR CARE ETF
02,319+2,31903390.20%+339
ISHARES INC04,679+4,67902380.14%+238
PROSHARES TR
SHRT RUSSELL2000
08,850+8,85001840.11%+184
UNION PAC CORP(UNP)02,007+2,00704740.28%+474
NETFLIX INC(NFLX)34834803103250.19%+14
EXPAND ENERGY CORPORATION(EXE)1,2141,21401211350.08%+14
ELI LILLY & CO(LLY)01,376+1,37601,1360.66%+1,136
INVESCO CURRENCYSHARES JAPAN(FXY)07,482+7,48204600.27%+460
PROSHARES TR
SHOR S&P 500 NEW
25253+2281110.01%+10
KRANESHARES TRUST0424+4240150.01%+15
ISHARES TR05,165+5,16505610.33%+561
FRANCO NEV CORP(FNV)0225+2250350.02%+35
GLOBAL X FDS
DEFENSE TECH ETF
0191+191090.01%+9
PROCTER AND GAMBLE CO(PG)03,040+3,04005180.30%+518
SCHLUMBERGER LTD(SLB)02,359+2,3590990.06%+99
AMERICAN WTR WKS CO INC NEW0350+3500520.03%+52
INVESCO EXCH TRD SLF IDX FD
BLOO PRI PWR ETF
08,963+8,96307360.43%+736
AMMO INC05,000+5,000070.00%+7
SELECT SECTOR SPDR TR
ST STR REAL ETF
05,325+5,32502230.13%+223
ISHARES INC013,588+13,58805540.32%+554
REPUBLIC SVCS INC(RSG)0144+1440350.02%+35
GRAYSCALE ETHEREUM MINI TR E(ETH)0356+356060.00%+6
NOVARTIS AG(NVS)0372+3720410.02%+41
VANGUARD WORLD FD
HEALTH CAR ETF
0470+47001240.07%+124
ISHARES TR01,755+1,75501670.10%+167
GENERAL DYNAMICS CORP(GD)0563+56301530.09%+153
RIO TINTO PLC(RIO)03,793+3,79302280.13%+228
ISHARES INC0814+8140420.02%+42
INVESCO DB COMMDY INDX TRCK(DBC)04,040+4,0400910.05%+91
ALLSTATE CORP(ALL)306306059630.04%+4
MARSH & MCLENNAN COS INC(MRSH)0135+1350330.02%+33
AURORA INNOVATION INC10,00010,000063670.04%+4
SELECT SECTOR SPDR TR
ST STR UTIL ETF
09,982+9,98207870.46%+787
SELECT SECTOR SPDR TR
ST STR STAPL ETF
01,198+1,1980980.06%+98
AUTOZONE INC(AZO)66019230.01%+4
HCA HEALTHCARE INC(HCA)080+800280.02%+28
ABBOTT LABS0163+1630220.01%+22
TOTALENERGIES SE(TTE)0312+3120200.01%+20
BETTER HOME & FINANCE HOLDIN01,553+1,5530170.01%+17
NORTHROP GRUMMAN CORP(NOC)072+720370.02%+37
AMGEN INC(AMGN)060+600190.01%+19
MONDELEZ INTL INC(MDLZ)0360+3600240.01%+24
MERCADOLIBRE INC(MELI)010+100200.01%+20
INVESCO EXCH TRADED FD TR II0524+5240390.02%+39
VANECK ETF TRUST
JP MRGAN EM LOC
02,094+2,0940500.03%+50
FIRST TR EXCHANGE-TRADED FD
NO AMER ENERGY
1,3171,317047490.03%+2
BERKSHIRE HATHAWAY INC DEL030+300160.01%+16
LINDE PLC(LIN)048+480220.01%+22
PALANTIR TECHNOLOGIES INC(PLTR)250250019210.01%+2
DEERE & CO(DE)4848020230.01%+2
STARBUCKS CORP(SBUX)0318+3180310.02%+31
SIMPLIFY EXCHANGE TRADED FUN
MANAGED FUTURES
680714+3419210.01%+2
ROLLINS INC(ROL)0246+2460130.01%+13
UNITEDHEALTH GROUP INC(UNH)0104+1040540.03%+54
VANECK ETF TRUST
RARE EAR STR ETF
03,525+3,52501390.08%+139
PROSHARES TR
PSHS SHORT DOW30
03,760+3,76001020.06%+102
WISDOMTREE TR(WT)040+40020.00%+2
AT&T INC(T)0300+300080.00%+8
ISHARES TR0430+4300390.02%+39
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