Fund HoldingsHexagon Capital Partners LLC

Total Portfolio Value
$550.34M
Total Bought
$28.05M
Total Sold
$31.27M
Net Transaction
-$3.22M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
WALMART INC COM(WMT)2,340,6652,317,859-22,806189,009209,41938.05%+20,410
VANGUARD MID-CAP ETF011,346+11,34602,9970.54%+2,997
DILLARDS INC CL A(DDS)49,00649,009+318,80321,1593.84%+2,356
VANGUARD SMALL-CAP ETF07,406+7,40601,7800.32%+1,780
ISHARES MSCI EAFE ETF015,218+15,21801,1510.21%+1,151
META PLATFORMS INC CL A(META)51,00751,193+18629,19829,9745.45%+776
NVIDIA CORPORATION COM(NVDA)058,653+58,65307,8761.43%+7,876
NETFLIX INC COM(NFLX)01,439+1,43901,2830.23%+1,283
ALPHABET INC CAP STK CL C(GOOG)06,445+6,44501,2270.22%+1,227
VISA INC COM CL A(V)04,403+4,40301,3920.25%+1,392
PALANTIR TECHNOLOGIES INC CL A(PLTR)07,525+7,52505690.10%+569
INVESCO QQQ TRUST SERIES I0806+80604120.07%+412
ALPHABET INC CAP STK CL A(GOOG)012,080+12,08002,2870.42%+2,287
JPMORGAN EQUITY PREMIUM INCOME ETF
EQUITY PREMIUM
32,77738,944+6,1671,9512,2400.41%+290
ENERGY SELECT SECTOR SPDR FUND
ST STR ENERG ETF
08,871+8,87107600.14%+760
TESLA INC COM(TSLA)1,4591,613+1543826510.12%+270
LAM RESEARCH CORP COM NEW(LRCX)03,683+3,68302660.05%+266
VANGUARD SHORT-TERM CORPORATE BOND ETF
SHRT TRM CORP BD
015,050+15,05001,1740.21%+1,174
TARGET CORP COM(TGT)03,405+3,40504600.08%+460
SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF
SP O&G EXPL PRO
01,835+1,83502430.04%+243
SERVICENOW INC COM(NOW)0249+24902640.05%+264
ORACLE CORP COM(ORCL)2,9924,463+1,4715107440.14%+234
CHEVRON CORP NEW COM(CVX)010,782+10,78201,5620.28%+1,562
SHOPIFY INC CL A(SHOP)02,670+2,67002840.05%+284
VANGUARD INTERMEDIATE-TERM TREASURY ETF
INTER TERM TREAS
35,46240,550+5,0882,1432,3520.43%+209
DUTCH BROS INC CL A(BROS)010,020+10,02005250.10%+525
INVESCO NASDAQ 100 ETF
NASDAQ 100 ETF
0988+98802080.04%+208
APPLE INC COM(AAPL)67,75063,796-3,95415,78615,9762.90%+190
SOFI TECHNOLOGIES INC COM(SOFI)37,08830,986-6,1022924770.09%+186
BANK AMERICA CORP COM59,05657,523-1,5332,3432,5280.46%+185
MASTERCARD INCORPORATED CL A(MA)7041,009+3053485310.10%+184
VANGUARD SHORT-TERM TREASURY ETF
SHORT TERM TREAS
63,43467,340+3,9063,7443,9180.71%+174
BROADCOM INC COM(AVGO)01,949+1,94904520.08%+452
JPMORGAN CHASE & CO. COM(JPM)06,402+6,40201,5350.28%+1,535
ABBOTT LABS COM03,156+3,15603570.06%+357
BRISTOL-MYERS SQUIBB CO COM(BMY)15,80917,274+1,4658189770.18%+159
MICROSOFT CORP COM(MSFT)06,486+6,48602,7340.50%+2,734
ISHARES PREFERRED & INCOME SECURITIES ETF013,542+13,54204260.08%+426
BLACKSTONE INC COM(BX)7,6487,598-501,1711,3100.24%+139
WELLS FARGO CO NEW COM(WFC)17,51215,997-1,5159891,1240.20%+134
VANGUARD TOTAL INTERNATIONAL BOND ETF
TOTAL INT BD ETF
40,32244,016+3,6942,0272,1590.39%+132
SHIFT4 PMTS INC CL A(FOUR)11,30010,900-4001,0011,1310.21%+130
INTERNATIONAL BUSINESS MACHS COM(IBM)6,2946,891+5971,3911,5150.28%+123
ISHARES MBS ETF15,11917,134+2,0151,4491,5710.29%+122
DISNEY WALT CO COM(DIS)08,064+8,06408980.16%+898
ISHARES RUSSELL 2000 ETF0869+86901920.03%+192
UNITED PARCEL SERVICE INC CL B(UPS)10,39312,137+1,7441,4171,5300.28%+114
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
INT-TERM CORP
22,28224,657+2,3751,8661,9790.36%+113
VERTIV HOLDINGS CO COM CL A(VRT)1,4022,172+7701392470.04%+107
ISHARES CORE S&P 500 ETF01,622+1,62209550.17%+955
ROBINHOOD MKTS INC COM CL A(HOOD)05,042+5,04201880.03%+188
MORGAN STANLEY COM NEW(MS)05,048+5,04806350.12%+635
VISTRA CORP COM(VST)0927+92701280.02%+128
AIRBNB INC COM CL A0748+7480980.02%+98
S&P GLOBAL INC COM(SPGI)0347+34701730.03%+173
MSCI INC COM(MSCI)0145+1450870.02%+87
WORKDAY INC CL A(WDAY)0314+3140810.01%+81
LPL FINL HLDGS INC COM(LPLA)0241+2410790.01%+79
SOUNDHOUND AI INC CLASS A COM(SOUN)05,000+5,0000990.02%+99
ZOETIS INC CL A(ZTS)0595+5950970.02%+97
ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF
BROAD USD HIGH
021,226+21,22607810.14%+781
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF02,629+2,62901780.03%+178
SAP SE SPON ADR(SAP)2,4342,560+1265586300.11%+73
GILEAD SCIENCES INC COM(GILD)9,5339,436-977998720.16%+72
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
NASDAQ EQT PREM
9,43610,440+1,0045185890.11%+70
VANGUARD MORTGAGE-BACKED SECURITIES ETF
MTG-BKD SECS ETF
07,821+7,82103550.06%+355
GARTNER INC COM(IT)0167+1670810.01%+81
LENNOX INTL INC COM(LII)0111+1110680.01%+68
ISHARES FLEXIBLE INCOME ACTIVE ETF2,2783,618+1,3401221880.03%+66
CONOCOPHILLIPS COM(COP)04,727+4,72704690.09%+469
ACCENTURE PLC IRELAND SHS CLASS A
SHS CLASS A
1,5111,700+1895345980.11%+64
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS(TSM)01,014+1,01402000.04%+200
KINDER MORGAN INC DEL COM(KMI)26,16523,282-2,8835786380.12%+60
INTERACTIVE BROKERS GROUP INC COM CL A(IBKR)0339+3390600.01%+60
GENERAL MTRS CO COM(GM)06,246+6,24603330.06%+333
PAYCOM SOFTWARE INC COM(PAYC)0380+3800780.01%+78
VANGUARD RUSSELL 2000 ETF
VNG RUS2000IDX
8,0008,630+6307157710.14%+56
MOTOROLA SOLUTIONS INC COM NEW(MSI)0179+1790830.02%+83
PALO ALTO NETWORKS INC COM(PANW)01,172+1,17202130.04%+213
FIDUS INVT CORP COM032,059+32,05906740.12%+674
SMUCKER J M CO COM NEW(SJM)0472+4720520.01%+52
FINANCIAL SELECT SECTOR SPDR FUND
ST STR FINL ETF
010,924+10,92405280.10%+528
GOLDMAN SACHS GROUP INC COM(GS)0534+53403060.06%+306
BENTLEY SYS INC COM CL B(BSY)01,073+1,0730500.01%+50
CISCO SYS INC COM(CSCO)22,05120,664-1,3871,1741,2230.22%+50
COSTCO WHSL CORP NEW COM(COST)1,7251,723-21,5291,5780.29%+49
GENUINE PARTS CO COM(GPC)0502+5020590.01%+59
MICROCHIP TECHNOLOGY INC. COM(MCHP)01,412+1,4120810.01%+81
ISHARES 20 YEAR TREASURY BOND ETF0550+5500480.01%+48
DIAMONDBACK ENERGY INC COM(FANG)0974+97401600.03%+160
APA CORPORATION COM(APA)02,595+2,5950600.01%+60
WATSCO INC COM(WSO)0102+1020480.01%+48
ZEBRA TECHNOLOGIES CORPORATION CL A(ZBRA)0121+1210470.01%+47
COOPER COS INC COM(COO)0514+5140470.01%+47
BERKLEY W R CORP COM01,117+1,1170650.01%+65
VANGUARD GROWTH ETF014,074+14,07405,7771.05%+5,777
POOL CORP COM(POOL)0132+1320450.01%+45
ADVANCED MICRO DEVICES INC COM(AMD)03,845+3,84504640.08%+464
EXTRA SPACE STORAGE INC COM(EXR)0313+3130470.01%+47
HUNTINGTON BANCSHARES INC COM(HBAN)06,440+6,44001050.02%+105
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