Fund HoldingsKathmere Capital Management, LLC

Total Portfolio Value
$1.18B
Total Bought
$123.07M
Total Sold
$47.26M
Net Transaction
+$75.81M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
SCHWAB STRATEGIC TR214,560466,272+251,7125,21211,5920.99%+6,380
ISHARES TR0394,027+394,02709,8660.84%+9,866
DOUBLELINE ETF TRUST
COMMERCIAL REAL
313,521398,313+84,79216,13420,6601.76%+4,527
JANUS DETROIT STR TR
HENDRSON AAA CL
317,953405,997+88,04416,12320,5881.75%+4,465
VANGUARD TAX-MANAGED FDS0966,077+966,077049,1064.17%+49,106
APPLE INC(AAPL)82,903111,623+28,72020,76124,7952.11%+4,034
ISHARES TR
MSCI INTL VLU FT
0806,041+806,041024,4312.08%+24,431
INVESCO EXCH TRADED FD TR II0117,499+117,49902,5540.22%+2,554
ISHARES TR
IBONDS DEC2026
01,085,993+1,085,993026,2922.24%+26,292
ISHARES TR
IBONDS 27 ETF
01,083,382+1,083,382026,1962.23%+26,196
ISHARES TR01,043,946+1,043,946026,2552.23%+26,255
ISHARES TR
IBDS DEC28 ETF
01,028,705+1,028,705025,9852.21%+25,985
JOHNSON & JOHNSON(JNJ)033,140+33,14005,4960.47%+5,496
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2029
259,345362,713+103,3684,7566,7210.57%+1,965
VANGUARD INTL EQUITY INDEX F0514,281+514,281023,2761.98%+23,276
VANGUARD BD INDEX FDS
VANGUARD ULTRA
111,676143,193+31,5175,5417,1390.61%+1,598
BERKSHIRE HATHAWAY INC DEL02+201,5970.14%+1,597
SPDR S&P 500 ETF TR(SPY)03,220+3,22001,8010.15%+1,801
GOLDMAN SACHS ETF TR019,451+19,45101,4790.13%+1,479
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
043,100+43,10002,5300.22%+2,530
ISHARES TR
MSCI INTL QUALTY
0432,997+432,997017,1861.46%+17,186
ISHARES TR0838,505+838,505019,3951.65%+19,395
PHILIP MORRIS INTL INC(PM)18,69922,021+3,3222,2503,4950.30%+1,245
ISHARES TR
MSCI INTL MOMENT
0403,329+403,329016,1091.37%+16,109
EA SERIES TRUST
FREEDOM 100 EM
0515,602+515,602018,0731.54%+18,073
INVESCO EXCH TRADED FD TR II022,187+22,18701,1540.10%+1,154
VANGUARD INDEX FDS073,205+73,205012,6451.08%+12,645
PIMCO ETF TR
ENHAN SHRT MA AC
0106,546+106,546010,7210.91%+10,721
VANGUARD BD INDEX FDS17,54530,880+13,3351,3562,4170.21%+1,062
ISHARES TR09,111+9,11109330.08%+933
SCHWAB STRATEGIC TR0411,823+411,82308,1460.69%+8,146
NOVARTIS AG(NVS)018,742+18,74202,0890.18%+2,089
GILEAD SCIENCES INC(GILD)17,52721,830+4,3031,6192,4460.21%+827
CITI TRENDS INC035,000+35,00007750.07%+775
ISHARES TR
MSCI USA VALUE
0457,832+457,832048,8284.15%+48,828
VISA INC(V)12,53113,487+9563,9604,7270.40%+766
ELEVANCE HEALTH INC(ELV)1,0852,677+1,5924001,1640.10%+764
ALIBABA GROUP HLDG LTD(BABA)09,159+9,15901,2110.10%+1,211
BERKSHIRE HATHAWAY INC DEL07,351+7,35103,9150.33%+3,915
ISHARES TR19,11632,602+13,4861,1911,9020.16%+711
ISHARES TR12,48520,461+7,9761,4392,1400.18%+701
VERIZON COMMUNICATIONS INC(VZ)073,859+73,85903,3500.28%+3,350
SCHWAB STRATEGIC TR0352,727+352,727010,8640.92%+10,864
AMGEN INC(AMGN)04,540+4,54001,4140.12%+1,414
EOG RES INC(EOG)04,808+4,80806170.05%+617
ALTRIA GROUP INC(MO)046,287+46,28702,7780.24%+2,778
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
0633,774+633,774036,2143.08%+36,214
ISHARES TR0115,147+115,14706,7870.58%+6,787
BRITISH AMERN TOB PLC(BTI)61,51866,816+5,2982,2342,7640.23%+530
CHEVRON CORP NEW(CVX)05,451+5,45109120.08%+912
WASTE MGMT INC DEL(WM)08,686+8,68602,0110.17%+2,011
AT&T INC(T)41,01150,421+9,4109341,4260.12%+492
EXXON MOBIL CORP027,072+27,07203,2200.27%+3,220
UNION PAC CORP(UNP)08,150+8,15001,9250.16%+1,925
INVESCO EXCHANGE TRADED FD T
RAFI US 1500
012,072+12,07204570.04%+457
VALE S A082,814+82,81408260.07%+826
SCHLUMBERGER LTD(SLB)010,363+10,36304330.04%+433
CROWN CASTLE INC(CCI)04,139+4,13904310.04%+431
CISCO SYS INC(CSCO)47,92152,924+5,0032,8373,2660.28%+429
AMAZON COM INC(AMZN)17,35422,191+4,8373,8074,2220.36%+415
MARSH & MCLENNAN COS INC(MRSH)06,311+6,31101,5400.13%+1,540
EQUINOR ASA(EQNR)014,822+14,82203920.03%+392
AUTOMATIC DATA PROCESSING IN5,1216,162+1,0411,4991,8830.16%+384
MONDELEZ INTL INC(MDLZ)014,950+14,95001,0140.09%+1,014
META PLATFORMS INC(META)3,8084,503+6952,2302,5950.22%+366
TRAVELERS COMPANIES INC(TRV)05,611+5,61101,4840.13%+1,484
INVESCO EXCH TRD SLF IDX FD
INVSCO BLSH 28
017,647+17,64703590.03%+359
ASTRAZENECA PLC(AZN)09,290+9,29006830.06%+683
VANGUARD SPECIALIZED FUNDS04,359+4,35908460.07%+846
JD.COM INC(JD)08,395+8,39503450.03%+345
ISHARES TR02,880+2,88003400.03%+340
OREILLY AUTOMOTIVE INC(ORLY)0971+97101,3910.12%+1,391
RELX PLC(RELX)049,774+49,77402,5090.21%+2,509
MCKESSON CORP(MCK)2,1492,299+1501,2251,5470.13%+323
RTX CORPORATION(RTX)08,340+8,34001,1050.09%+1,105
SHELL PLC(SHEL)08,394+8,39406150.05%+615
ELI LILLY & CO(LLY)04,249+4,24903,5100.30%+3,510
COCA-COLA FEMSA SAB DE CV(KOF)09,330+9,33008520.07%+852
SPDR SER TR
ST INTER BD ETF
09,188+9,18803050.03%+305
TOTALENERGIES SE(TTE)04,659+4,65903010.03%+301
VANGUARD MALVERN FDS013,254+13,25406610.06%+661
FOX CORP(FOX)09,743+9,74305510.05%+551
DEVON ENERGY CORP NEW(DVN)013,910+13,91005200.04%+520
VENTAS INC(VTR)04,301+4,30102960.03%+296
FINVOLUTION GROUP(FINV)083,511+83,51108040.07%+804
DUKE ENERGY CORP NEW(DUK)02,410+2,41002940.02%+294
HCA HEALTHCARE INC(HCA)0841+84102910.02%+291
GSK PLC(GSK)07,463+7,46302890.02%+289
HSBC HLDGS PLC(HSBC)13,37816,467+3,0896629460.08%+284
CHUNGHWA TELECOM CO LTD(CHT)34,40140,103+5,7021,2951,5720.13%+277
CONOCOPHILLIPS(COP)05,574+5,57405850.05%+585
SONY GROUP CORP(SONY)11,07220,057+8,9852345090.04%+275
BANCO BILBAO VIZCAYA ARGENTA(BBVA)051,865+51,86507060.06%+706
THE CIGNA GROUP(CI)0817+81702690.02%+269
CVS HEALTH CORP(CVS)03,967+3,96702690.02%+269
REPUBLIC SVCS INC(RSG)04,049+4,04909800.08%+980
KRAFT HEINZ CO(KHC)08,637+8,63702630.02%+263
LLOYDS BANKING GROUP PLC(LYG)0163,831+163,83106260.05%+626
SANOFI(SNY)04,625+4,62502570.02%+257
YUM CHINA HLDGS INC(YUMC)04,884+4,88402540.02%+254
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