Fund HoldingsTBH Global Asset Management, LLC

Total Portfolio Value
$450.10M
Total Bought
$31.25M
Total Sold
$88.58M
Net Transaction
-$57.33M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
J P MORGAN EXCHANGE TRADED F
MUNICIPAL ETF
27,30999,183+71,8741,3864,9961.11%+3,611
POWERSHARES ACTIVELY MANAGED
ULTRA SHRT DUR
066,693+66,69303,3280.74%+3,328
SALESFORCE INC(CRM)2,15611,580+9,4246492,9770.66%+2,328
APPLE INC(AAPL)0189,895+189,895039,9968.89%+39,996
J P MORGAN EXCHANGE TRADED F
BETABUILDERS I
9,12741,808+32,6815492,4700.55%+1,921
J P MORGAN EXCHANGE TRADED F
BET USD HIG ETF
032,690+32,69001,4950.33%+1,495
J P MORGAN EXCHANGE TRADED F
ACTIVE GROWTH
8,00227,287+19,2855622,0510.46%+1,489
ALPHABET INC(GOOG)46,27145,029-1,2426,9848,2021.82%+1,218
J P MORGAN EXCHANGE TRADED F
GLOBAL SEL EQUIT
019,799+19,79901,1960.27%+1,196
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
10,03828,764+18,7265441,5960.35%+1,052
J P MORGAN EXCHANGE TRADED F
BETABUILDERS US
011,880+11,88001,0460.23%+1,046
INVESCO EXCH TRADED FD TR II010,427+10,42709120.20%+912
NOVO-NORDISK A S(NVO)06,282+6,28208970.20%+897
ISHARES TR08,299+8,29908520.19%+852
AMPLIFY ETF TR096,633+96,63303,7400.83%+3,740
VANGUARD WHITEHALL FDS016,803+16,80301,1520.26%+1,152
OLD NATL BANCORP IND(ONB)044,145+44,14507590.17%+759
J P MORGAN EXCHANGE TRADED F
ACTIVEBLDRS EMER
018,643+18,64307120.16%+712
J P MORGAN EXCHANGE TRADED F
INCOME ETF
099,027+99,02704,5021.00%+4,502
NVIDIA CORPORATION(NVDA)1,11411,706+10,5921,0071,4460.32%+439
BROADCOM INC(AVGO)692844+1529171,3550.30%+439
ALVOTECH(ALVO)033,500+33,50004070.09%+407
ADOBE INC(ADBE)2,3542,736+3821,1881,5200.34%+332
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
084,329+84,32904,7801.06%+4,780
GE VERNOVA INC(GEV)01,766+1,76603030.07%+303
VANGUARD SPECIALIZED FUNDS018,084+18,08403,3010.73%+3,301
ISHARES INC02,737+2,73702860.06%+286
BLACKROCK ETF TRUST II022,570+22,57001,1780.26%+1,178
TAIWAN SEMICONDUCTOR MFG LTD(TSM)1,9553,147+1,1922665470.12%+281
COSTCO WHSL CORP NEW(COST)5,6725,207-4654,1564,4260.98%+270
QUALCOMM INC(QCOM)6,7947,072+2781,1501,4090.31%+259
SNOWFLAKE INC(SNOW)1,9614,258+2,2973175750.13%+258
BOOKING HOLDINGS INC(BKNG)064+6402540.06%+254
EDWARDS LIFESCIENCES CORP02,719+2,71902510.06%+251
HEALTHCARE RLTY TR(HR)015,200+15,20002500.06%+250
CROWDSTRIKE HLDGS INC(CRWD)1,3571,759+4024356740.15%+239
AMAZON COM INC(AMZN)40,50038,999-1,5017,3057,5371.67%+231
ELI LILLY & CO(LLY)2,0211,974-471,5721,7870.40%+215
ORACLE CORP(ORCL)7,0637,668+6058871,0830.24%+196
IRON MTN INC DEL(IRM)07,831+7,83107020.16%+702
VALMONT INDS INC(VMI)03,849+3,84901,0560.23%+1,056
VANECK ETF TRUST
GOLD MINERS ETF
053,155+53,15501,8040.40%+1,804
FEDEX CORP(FDX)4,7844,989+2051,3861,4960.33%+110
QUANTA SVCS INC4,4464,922+4761,1551,2510.28%+96
ANALOG DEVICES INC(ADI)03,000+3,00006850.15%+685
ASML HOLDING N V
N Y REGISTRY SHS
304378+742953860.09%+91
UNION PAC CORP(UNP)01,814+1,81404110.09%+411
MICRON TECHNOLOGY INC(MU)2,5082,846+3382963740.08%+79
ENTERPRISE PRODS PARTNERS L(EPD)022,238+22,23806440.14%+644
NATIONAL HEALTH INVS INC(NHI)015,637+15,63701,0590.24%+1,059
PHILIP MORRIS INTL INC(PM)06,863+6,86306950.15%+695
NETFLIX INC(NFLX)0786+78605300.12%+530
COLGATE PALMOLIVE CO(CL)07,834+7,83407600.17%+760
VANGUARD INDEX FDS05,179+5,17901,3860.31%+1,386
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
2,3882,873+4852743270.07%+53
SCHWAB STRATEGIC TR04,444+4,44403290.07%+329
ISHARES TR03,092+3,09204650.10%+465
ABRDN SILVER ETF TRUST011,455+11,45503190.07%+319
MERCADOLIBRE INC(MELI)0252+25204150.09%+415
SPDR GOLD TR(GLD)05,778+5,77801,2420.28%+1,242
FIRST HORIZON CORPORATION(FHN)105,986105,98601,6321,6710.37%+39
TESLA INC(TSLA)03,932+3,93207780.17%+778
WHEATON PRECIOUS METALS CORP(WPM)05,931+5,93103110.07%+311
TOAST INC(TOST)47,50747,107-4001,1841,2140.27%+30
EATON VANCE ENHANCED EQUITY(EOS)039,474+39,47408600.19%+860
MONDELEZ INTL INC(MDLZ)05,001+5,00103270.07%+327
VANECK ETF TRUST
JUNIOR GOLD MINE
08,615+8,61503630.08%+363
AT&T INC(T)26,15825,506-6524604870.11%+27
ADVANCED MICRO DEVICES INC(AMD)1,4431,731+2882602810.06%+20
SHELL PLC(SHEL)04,356+4,35603140.07%+314
GOLDMAN SACHS GROUP INC(GS)3,1562,957-1991,3181,3370.30%+19
ISHARES TR02,197+2,19706780.15%+678
APOLLO GLOBAL MGMT INC(APO)7,0006,788-2127878010.18%+14
FB FINL CORP(FBK)017,596+17,59606870.15%+687
SOUTHERN CO(SO)05,922+5,92204590.10%+459
NORTHROP GRUMMAN CORP(NOC)01,505+1,50506560.15%+656
ISHARES TR
HIGH YLD SYSTM B
10,46010,770+3104895000.11%+11
PINNACLE FINL PARTNERS INC04,066+4,06603250.07%+325
TRANSDIGM GROUP INC(TDG)22722702802900.06%+10
3M CO(MMM)03,516+3,51603590.08%+359
VANGUARD BD INDEX FDS04,418+4,41803390.08%+339
COCA COLA CO(KO)37,05835,770-1,2882,2672,2770.51%+10
WELLS FARGO CO NEW(WFC)06,382+6,38203790.08%+379
VANGUARD TAX-MANAGED FDS08,497+8,49704200.09%+420
BROOKFIELD REINS LTD011,592+11,59204850.11%+485
BARRICK GOLD CORP018,530+18,53003090.07%+309
BLACKROCK MUNIHOLDINGS FD IN027,208+27,20803290.07%+329
CITIGROUP INC(C)4,5764,534-422892880.06%-2
SELECT SECTOR SPDR TR
ST STR DISCR ETF
01,413+1,41302580.06%+258
ISHARES TR01,493+1,49303920.09%+392
VANGUARD BD INDEX FDS04,075+4,07502860.06%+286
FIDELITY COVINGTON TRUST07,424+7,42405090.11%+509
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
1,7001,70002882790.06%-9
AUTOMATIC DATA PROCESSING IN01,239+1,23902960.07%+296
BOEING CO(BA)02,071+2,07103770.08%+377
AURA BIOSCIENCES INC060,322+60,32204560.10%+456
AUTONATION INC(AN)02,855+2,85504550.10%+455
I3 VERTICALS INC023,339+23,33905150.11%+515
SPDR DOW JONES INDL AVERAGE(DIA)01,254+1,25404910.11%+491
ISHARES TR03,878+3,87804980.11%+498
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