Fund HoldingsNext Capital Management LLC

Total Portfolio Value
$243.31M
Total Bought
$20.68M
Total Sold
$17.99M
Net Transaction
+$2.69M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
PUT TESLA INC 350 EXP 01/16/26(TSLA)(Put)09,400+9,40003,796+3,796
AMAZON.COM INC(AMZN)041,895+41,89509,1913.78%+9,191
TESLA INC(TSLA)9,6729,519-1532,5303,8441.58%+1,314
APPLE INC(AAPL)43,57044,546+97610,15211,1554.58%+1,004
ISHARES CORE S&P 500 ETF IV57,06557,232+16732,91633,69113.85%+775
EXXON MOBIL CORP05,844+5,84406290.26%+629
ISHARES RUSSELL 1000 GROWTH ETF017,645+17,64507,0862.91%+7,086
BROOKFIELD CORP FCLASS A(BN)010,534+10,53406050.25%+605
ISHARES MSCI ACWI EX US ETF09,959+9,95905190.21%+519
VANGUARD MID CAP GROWTH ETF7,5309,096+1,5661,8332,3080.95%+475
VANGUARD MID CAP ETF01,763+1,76304660.19%+466
NETFLIX INC(NFLX)01,473+1,47301,3130.54%+1,313
Vanguard Small Cap Growth ETF01,434+1,43404020.17%+402
VANGUARD TOTAL STOCK MARKET ETF29,27429,967+6938,2898,6853.57%+395
SPOTIFY TECHNOLOGY S A F(SPOT)0860+86003850.16%+385
META PLATFORMS INC CLASS A(META)18,77919,010+23110,75011,1314.57%+381
SHELL PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS(SHEL)05,682+5,68203560.15%+356
Alphabet Inc. Class C(GOOG)07,862+7,86201,4970.62%+1,497
WALMART INC(WMT)21,69222,853+1,1611,7522,0650.85%+313
KKR & CO INC(KKR)17,38717,38702,2702,5721.06%+301
LULULEMON ATHLETICA INC(LULU)0717+71702740.11%+274
ISHARES S&P 500 GROWTH ETF46,29546,29504,4334,7001.93%+268
ISHARES CORE S&P SMALL CAP ETF30,48033,232+2,7523,5653,8291.57%+264
PROLOGIS INC REIT(PLD)02,422+2,42202560.11%+256
S&P GLOBAL INC(SPGI)0474+47402360.10%+236
BLACKROCK INC NEW(BLK)0228+22802340.10%+234
BLACKROCK TCP CAP CORP050,858+50,85804430.18%+443
COINBASE GLOBAL INC CLASS A(COIN)0895+89502220.09%+222
Vanguard Mid Cap Value ETF IV01,318+1,31802130.09%+213
INVESCO NASDAQ 100 ETF
NASDAQ 100 ETF
4,1114,928+8178261,0370.43%+211
SALESFORCE INC(CRM)01,480+1,48004950.20%+495
VISA INC CLASS A(V)01,798+1,79805680.23%+568
STARBUCKS CORP(SBUX)02,268+2,26802070.09%+207
VANGUARD S&P 500 ETF7,8748,093+2194,1554,3611.79%+206
ISHARES MSCI EMERGING MARKETS ETF30,62438,484+7,8601,4041,6090.66%+205
VANGUARD GROWTH ETF6,3086,30802,4222,5891.06%+167
CBIZ INC(CBZ)011,000+11,00009000.37%+900
BERKSHIRE HATHAWAY CLASS B7,6497,740+913,3543,5081.44%+154
ERMENEGILDO ZEGNA N V F
ORD SHS
018,275+18,27501510.06%+151
VANGUARD FTSE DEVELOPED MARKETS ETF12,49416,729+4,2356608000.33%+140
ISHARES RUSSELL 1000 ETF12,94913,058+1094,0714,2071.73%+136
ISHARES CORE S&P MID CAPETF53,79255,967+2,1753,3523,4871.43%+135
SCHWAB US LARGE CAP ETF48,834148,716+99,8823,3133,4471.42%+134
ISHARES RUSSELL 1000 VALUE ETF IV18,96220,105+1,1433,5993,7221.53%+123
COHEN STEERS TOTAL RETUR010,010+10,01001160.05%+116
SCHWAB FUNDMNTL US LARGECOM ETF15,83852,796+36,9581,1371,2500.51%+114
ROPER TECHNOLOGIES INC(ROP)0667+66703470.14%+347
JPMORGAN ULTRA SHORT INCOME ETF
ULTRA SHRT ETF
043,763+43,76302,2040.91%+2,204
VANGUARD INFORMATION TECHNOLO ETF IV
INF TECH ETF
2,7552,75501,6161,7130.70%+97
SELECT STR FINANCIAL SELECT SPDR ETF
ST STR FINL ETF
29,86829,86801,3541,4440.59%+90
VANGUARD FTSE EMERGING MARK ETF IV012,789+12,78905630.23%+563
GOLDMAN SACHS GROUP INC(GS)1,0921,09205416250.26%+85
COSTCO WHSL CORP NEW(COST)0324+32402970.12%+297
ONEOK INC NEW(OKE)7,8807,88007187910.33%+73
ISHARES RUSSELL MID CAP GROWTH ETF06,717+6,71708510.35%+851
Alphabet Inc. Class A(GOOG)05,082+5,08209620.40%+962
AUTOMATIC DATA PROCESSIN0993+99302910.12%+291
PROCTER & GAMBLE CO(PG)2,3102,711+4014004540.19%+54
ABBOTT LABS2,0292,519+4902312850.12%+54
ADOBE INC(ADBE)0723+72303220.13%+322
ENTERPRISE PRODS PART LP(EPD)13,39313,993+6003904390.18%+49
CHEVRON CORP NEW(CVX)02,125+2,12503080.13%+308
VANGUARD LARGE CAP ETF4,4294,472+431,1661,2060.50%+40
FIRST TRUST NORTH AMERICAN ENERG ETF
NO AMER ENERGY
019,345+19,34506900.28%+690
WILLIAMS COS INC(WMB)4,6454,64502122510.10%+39
BOOKING HLDGS INC(BKNG)5251-12192530.10%+34
SLR INVESTMENT CORP27,52027,52004144450.18%+31
INVSC QQQ TRUST SRS 1 ETF23,61722,604-1,01311,52711,5564.75%+29
TORTOISE ENERGY INFRASTR(TYG)9,7709,77003834100.17%+27
CSG SYS INTL INC9,0009,00004384600.19%+22
ISHARES MICRO CAP ETF3,1233,12303854070.17%+22
ABBVIE INC(ABBV)2,1162,449+3334184350.18%+17
BLUE OWL CAP CORP(OBDC)039,363+39,36305950.24%+595
TRAVELERS COS INC(TRV)1,0041,00402352420.10%+7
PARKER-HANNIFIN CORP(PH)1,0351,03506546580.27%+4
LENNOX INTL INC(LII)58758703553580.15%+3
PARAMOUNT GLOBAL CLASS B17,55318,004+4511861880.08%+2
SPDR S&P 500 ETF IV(SPY)5,2735,165-1083,0273,0291.24%+2
TECHNOLOGY SELECT SECTORSPDR ETF IV
ST STR TECHN ETF
3,9223,814-1088858870.36%+1
ISHARES RUSSELL 2000 ETF4,5154,51509979980.41%0
CHARLES SCHWAB US MC ETF2,6978,094+5,3972242240.09%0
VINTAGE WINE ESTATES INC100,0490-100,04900-0
CYTODYN INC32,50032,5000540.00%-2
INVESCO S&P 500 QUALITY ETF
S&P500 QUALITY
15,63915,663+241,0521,0500.43%-2
SCHWAB US SMALL CAP ETF61,426122,198+60,7723,1633,1601.30%-3
XTRACKERS MSCI EAFE HDGDEQY ETF6,3316,33102662620.11%-4
VANECK SEMICONDUCTOR ETF
SEMICONDUCTR ETF
01,238+1,23803000.12%+300
ISHARES US ENERGY ETF5,5005,50002552510.10%-4
VANGUARD HIGH DIVIDEND YIELD ETF7,7787,77809979920.41%-5
VANGUARD TOTAL WORLD STOCK ETF02,363+2,36302780.11%+278
SCHWAB US DIVIDEND EQUITY ETF10,45132,106+21,6558838770.36%-6
UDR INC REIT(UDR)5,0005,069+692272200.09%-7
WILLAMETTE VY VINEYARD I54,80054,80001911840.08%-7
HONEYWELL INTL INC(HON)1,1891,042-1472462350.10%-10
TRIMAS CORP(TRS)11,50011,50002942830.12%-11
MCDONALDS CORP(MCD)4,2964,472+1761,3081,2960.53%-12
MICROSOFT CORP(MSFT)04,126+4,12601,7390.71%+1,739
VANGUARD VALUE ETF2,5112,51104384250.17%-13
MAYS J W INC7,3267,32603373220.13%-14
HOME DEPOT INC(HD)2,1892,233+448878690.36%-18
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