Fund HoldingsRed Spruce Capital, LLC

Total Portfolio Value
$212.66M
Total Bought
$15.73M
Total Sold
$21.73M
Net Transaction
-$6.00M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
Invesco BulletShares 2027 Corporate Bond ETF
BULSHS 2027 CB
318,163495,137+176,9746,1989,7004.56%+3,502
Starbucks Corporation - Common Stock(SBUX)015,221+15,22101,4930.70%+1,493
CoStar Group, Inc. - Common Stock(CSGP)015,867+15,86701,2570.59%+1,257
Abbott Laboratories Common Stock34,63233,804-8283,9174,4842.11%+567
American Water Works Company, Inc. Common Stock18,99519,724+7292,3652,9101.37%+545
The Cigna Group Common Stock(CI)9,0169,201+1852,4903,0271.42%+537
Ambarella, Inc. - Ordinary Shares(AMBA)08,621+8,62104340.20%+434
Snowflake Inc. Class A Common Stock(SNOW)13,62017,166+3,5462,1032,5091.18%+406
Zscaler, Inc. - Common Stock(ZS)16,01516,316+3012,8893,2371.52%+348
Medtronic plc. Ordinary Shares(MDT)22,55223,589+1,0371,8012,1201.00%+318
Linde plc - Ordinary Shares(LIN)9,2949,038-2563,8914,2081.98%+317
Johnson & Johnson Common Stock(JNJ)12,16112,505+3441,7592,0740.98%+315
NNN REIT, Inc. Common Stock(NNN)43,44347,907+4,4641,7752,0430.96%+269
MongoDB, Inc. - Class A Common Stock(MDB)8,00312,107+4,1041,8632,1241.00%+260
International Business Machines Corporation Common Stock(IBM)8,0518,130+791,7702,0220.95%+252
Shell PLC American Depositary Shares (each representing two (2) Ordinary Shares)(SHEL)20,41320,677+2641,2791,5150.71%+236
Vanguard Total Stock Market ETF0782+78202150.10%+215
AbbVie Inc. Common Stock(ABBV)52,82545,828-6,9979,3879,6024.52%+215
Charles Schwab Corporation (The) Common Stock(SCHW)42,03142,180+1493,1113,3021.55%+191
Chevron Corporation Common Stock(CVX)7,9837,801-1821,1561,3050.61%+149
Northrop Grumman Corporation Common Stock(NOC)4,3944,273-1212,0622,1881.03%+126
MSC Industrial Direct Company, Inc. Common Stock(MSM)21,67722,399+7221,6191,7400.82%+121
Stryker Corporation Common Stock(SYK)8361,132+2963014210.20%+120
Eli Lilly and Company Common Stock(LLY)2,2542,226-281,7401,8380.86%+98
Berkshire Hathaway Inc. New Common Stock1,6411,578-637448400.40%+97
Core Scientific, Inc. - Common Stock(CORZ)012,713+12,7130920.04%+92
Rollins, Inc. Common Stock(ROL)16,57215,693-8797688480.40%+80
Arthur J. Gallagher & Co. Common Stock(AJG)1,0501,05002983630.17%+64
Waste Connections, Inc. Common Shares(WCN)5,7165,330-3869811,0400.49%+60
ASML Holding N.V. - New York Registry Shares
N Y REGISTRY SHS
6,3226,677+3554,3824,4242.08%+43
Roper Technologies, Inc. - Common Stock(ROP)1,6801,549-1318739130.43%+40
Invesco BulletShares 2030 Corporate Bond ETF
INVSCO 30 CORP
62,06963,213+1,1441,0161,0490.49%+33
Invesco BulletShares 2029 Corporate Bond ETF
BULETSHS 2029
193,433192,253-1,1803,5483,5621.68%+15
Molson Coors Beverage Company Class B Common Stock(TAP)27,01025,666-1,3441,5481,5620.73%+14
Johnson Controls International plc Ordinary Share
SHS
31,20230,885-3172,4632,4741.16%+11
iShares iBoxx $ Investment Grade Corporate Bond ETF2,2072,20702362400.11%+4
Woodward, Inc. - Common Stock(WWD)18,88817,179-1,7093,1433,1351.47%-8
Schwab U.S. Broad Market ETF9,5079,50702162050.10%-11
Parker-Hannifin Corporation Common Stock(PH)53653603413260.15%-15
STARWOOD PROPERTY TRUST, INC. Starwood Property Trust Inc.(STWD)34,75532,496-2,2596596420.30%-16
Tyler Technologies, Inc. Common Stock(TYL)967923-445585370.25%-21
IDEXX Laboratories, Inc. - Common Stock(IDXX)1,7641,682-827297060.33%-23
Meta Platforms, Inc. - Class A Common Stock(META)8,9749,065+915,2545,2252.46%-30
Comcast Corporation - Class A Common Stock(CCZ)50,55050,541-91,8971,8650.88%-32
Apple Inc. - Common Stock(AAPL)1,3231,32303312940.14%-37
Advanced Micro Devices, Inc. - Common Stock(AMD)2,2402,24002712300.11%-40
S&P Global Inc. Common Stock(SPGI)1,5861,466-1207907450.35%-45
Amentum Holdings, Inc. Common Stock12,08310,705-1,3782541950.09%-59
Visa Inc.(V)3,8143,255-5591,2051,1410.54%-65
iShares Preferred and Income Securities ETF23,15621,517-1,6397286610.31%-67
AvalonBay Communities, Inc. Common Stock7,5457,413-1321,6601,5910.75%-69
Blackstone Inc. Common Stock(BX)2,3712,37104093310.16%-77
Intuit Inc. - Common Stock(INTU)1,7841,692-921,1211,0390.49%-82
ANSYS, Inc. - Common Stock1,8001,633-1676075170.24%-90
Coherent Corp. Common Stock(COHR)3,1133,11302952020.10%-93
iShares Russell 3000 ETF3,0722,878-1941,0279140.43%-113
SouthState Corporation Common Stock33,01733,944+9273,2853,1511.48%-134
FMC Corporation Common Stock(FMC)20,99820,943-551,0218840.42%-137
Universal Display Corporation - Common Stock(OLED)12,03311,591-4421,7591,6170.76%-143
ConAgra Brands, Inc. Common Stock(CAG)57,36654,080-3,2861,5921,4420.68%-150
Trex Company, Inc. Common Stock(TREX)15,40815,132-2761,0648790.41%-184
Grocery Outlet Holding Corp. - Common Stock(GO)130,924132,968+2,0442,0441,8590.87%-185
NVIDIA Corporation - Common Stock(NVDA)7,1727,17209637770.37%-186
Texas Roadhouse, Inc. - Common Stock(TXRH)20,97121,518+5473,7843,5861.69%-198
Verizon Communications Inc. Common Stock(VZ)84,64070,243-14,3973,3853,1861.50%-199
Martin Marietta Materials, Inc. Common Stock(MLM)6,5916,671+803,4043,1901.50%-215
Invesco BulletShares 2028 Corporate Bond ETF
INVSCO BLSH 28
370,883355,899-14,9847,4667,2433.41%-223
BlackRock, Inc. Common Stock(BLK)3,2173,248+313,2983,0741.45%-224
Zebra Technologies Corporation - Class A Common Stock(ZBRA)6150-6152380-238
Tesla, Inc. - Common Stock(TSLA)1,7151,714-16934440.21%-248
On Holding AG Class A Ordinary Shares(ONON)21,90821,586-3221,2009480.45%-252
Jacobs Solutions Inc. Common Stock(J)19,11519,018-972,5542,2991.08%-255
Exxon Mobil Corporation Common Stock18,15414,179-3,9751,9531,6860.79%-267
Airbnb, Inc. - Class A Common Stock20,74620,295-4512,7262,4241.14%-302
Eaton Corporation, PLC Ordinary Shares(ETN)13,41815,245+1,8274,4534,1441.95%-309
Alphabet Inc. - Class C Capital Stock(GOOG)10,13210,13201,9301,5830.74%-347
Global Payments Inc. Common Stock(GPN)22,76621,988-7782,5512,1531.01%-398
Neurocrine Biosciences, Inc. - Common Stock(NBIX)15,92115,577-3442,1731,7230.81%-450
Merck & Company, Inc. Common Stock (new)(MRK)42,73942,327-4124,2523,7991.79%-452
Applied Materials, Inc. - Common Stock29,46329,810+3474,7924,3262.03%-466
Emerson Electric Company Common Stock(EMR)32,89632,714-1824,0773,5871.69%-490
Hyatt Hotels Corporation Class A Common Stock(H)12,61611,975-6411,9801,4670.69%-514
Block, Inc. Class A Common Stock,(XYZ)15,74015,077-6631,3388190.39%-519
Infinera Corporation - Common Stock85,8360-85,8365640-564
Albemarle Corporation Common Stock(ALB)7,8650-7,8656770-677
Thermo Fisher Scientific Inc Common Stock(TMO)1,837504-1,3339562510.12%-705
Microsoft Corporation - Common Stock(MSFT)14,98014,912-686,3145,5982.63%-716
Delta Air Lines, Inc. Common Stock(DAL)49,61051,059+1,4493,0012,2261.05%-775
Lithia Motors, Inc. Common Stock(LAD)9,1007,836-1,2643,2532,3001.08%-952
Invesco BulletShares 2026 Corporate Bond ETF
BULSHS 2026 CB
590,275510,228-80,04711,4699,9394.67%-1,530
Broadcom Inc. - Common Stock(AVGO)34,40734,457+507,9775,7692.71%-2,208
Alphabet Inc. - Class A Common Stock(GOOG)66,82465,953-87112,65010,1994.80%-2,451
PayPal Holdings, Inc. - Common Stock(PYPL)92,30782,462-9,8457,8785,3812.53%-2,498
Invesco BulletShares 2025 Corporate Bond ETF424,863243,468-181,3958,7735,0352.37%-3,739
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