Fund HoldingsCMG Global Holdings, LLC

Total Portfolio Value
$145.58M
Total Bought
$5.99M
Total Sold
$1.14M
Net Transaction
+$4.84M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
GENERAL ELECTRIC CO(GE)30,02030,02004,4545,2693.62%+815
FIDELITY MERRIMACK STR TR148,741166,267+17,5266,7207,5345.17%+813
VANGUARD BD INDEX FDS176,548184,444+7,89612,75213,3969.20%+644
GRAYSCALE BITCOIN TR BTC(GBTC)07,343+7,34304640.32%+464
SCHWAB CHARLES FAMILY FD3,264,0723,623,729+359,6573,2643,6242.49%+360
SPDR S&P 500 ETF TR(SPY)13,05213,195+1436,5526,9024.74%+350
EXXON MOBIL CORP23,93923,975+362,4832,7871.91%+304
SPDR S&P MIDCAP 400 ETF TR(MDY)8,0918,09104,2204,5023.09%+282
T ROWE PRICE ETF INC
CAP APPRECIATION
71,67377,673+6,0002,0842,3481.61%+264
AMAZON COM INC(AMZN)22,42622,542+1163,8084,0662.79%+258
SPDR GOLD TR(GLD)11,63311,660+272,1602,3991.65%+239
CONOCOPHILLIPS(COP)01,780+1,78002270.16%+227
DEERE & CO(DE)0531+53102180.15%+218
BANK AMERICA CORP52,60552,60501,7921,9951.37%+203
ISHARES TR16,46917,004+5351,9082,0951.44%+187
TARGET CORP(TGT)5,9625,96208721,0570.73%+184
SCHWAB CHARLES CORP(SCHW)15,29716,132+8359891,1670.80%+178
GE HEALTHCARE TECHNOLOGIES I(GEHC)10,29811,649+1,3518821,0590.73%+177
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
8,5669,020+4541,3771,5281.05%+151
CATERPILLAR INC(CAT)2,9682,96809591,0870.75%+129
ORACLE CORP(ORCL)9,9939,99301,1271,2550.86%+128
INVESCO QQQ TR13,60613,601-55,9126,0394.15%+127
WALMART INC(WMT)9,27828,214+18,9361,5711,6981.17%+127
TEXAS INSTRS INC(TXN)9,3989,39801,5101,6371.12%+127
BERKSHIRE HATHAWAY INC DEL7,3847,38402,9793,1052.13%+126
ALTRIA GROUP INC(MO)34,23734,23701,3751,4931.03%+118
VANGUARD INDEX FDS12,13812,113-253,0323,1482.16%+116
ISHARES TR19,63319,63304,0144,1292.84%+115
ENTERPRISE PRODS PARTNERS L(EPD)49,26349,273+101,3301,4380.99%+108
MICROSOFT CORP(MSFT)6,9276,949+222,8162,9232.01%+107
JPMORGAN CHASE & CO(JPM)4,1594,15907488330.57%+85
SELECT SECTOR SPDR TR
ST STR INDL ETF
11,49011,49001,3641,4470.99%+83
SELECT SECTOR SPDR TR
ST STR FINL ETF
34,18534,18501,3601,4400.99%+80
CHEVRON CORP NEW(CVX)21,46321,525+623,3153,3952.33%+80
UNITED PARCEL SERVICE INC(UPS)39,65839,65805,8295,8944.05%+65
HOME DEPOT INC(HD)2,8982,897-11,0471,1110.76%+65
SPROUTS FMRS MKT INC(SFM)5,0005,00002633220.22%+59
MICRON TECHNOLOGY INC(MU)5,7624,472-1,2904705270.36%+57
SELECT SECTOR SPDR TR
ST STR STAPL ETF
17,27417,27401,2641,3190.91%+55
PROCTER AND GAMBLE CO(PG)9,8049,809+51,5391,5921.09%+52
VERIZON COMMUNICATIONS INC(VZ)48,47047,968-5021,9672,0131.38%+45
WASTE MGMT INC DEL(WM)2,9742,97405926340.44%+42
FORD MTR CO DEL(F)45,07245,550+4785646050.42%+41
WELLS FARGO CO NEW(WFC)6,3636,365+23313690.25%+38
SELECT SECTOR SPDR TR
ST STR UTIL ETF
8,6418,64105305670.39%+38
ALPHABET INC(GOOG)4,5094,50906446810.47%+37
CISCO SYS INC(CSCO)43,28543,28502,1242,1601.48%+37
VANECK ETF TRUST
GOLD MINERS ETF
7,4807,405-752002340.16%+34
EATON CORP PLC(ETN)82082002262560.18%+30
DISNEY WALT CO(DIS)2,7912,802+113143430.24%+29
LOCKHEED MARTIN CORP(LMT)80580503413660.25%+26
PHILLIPS 66(PSX)1,4591,45902142380.16%+25
QUALCOMM INC(QCOM)1,8501,85002893130.22%+25
KIMBERLY-CLARK CORP(KMB)2,3102,31002742990.21%+24
SOUTHERN CO(SO)4,9024,90203283520.24%+24
SELECT SECTOR SPDR TR
ST STR CARE ETF
9,1449,14401,3271,3510.93%+24
ABBVIE INC(ABBV)3,8353,83506776980.48%+21
ENERGY TRANSFER L P(ET)13,92614,024+982012210.15%+20
MERCK & CO INC(MRK)4,1194,099-205215410.37%+20
PEPSICO INC(PEP)2,6352,63504424610.32%+19
DUKE ENERGY CORP NEW(DUK)4,1484,14803834010.28%+18
PHILIP MORRIS INTL INC(PM)4,8754,905+304344490.31%+16
ALPHABET INC(GOOG)1,5171,527+102182330.16%+14
ISHARES TR40,42840,42801,2891,3030.90%+14
ISHARES TR12,71412,694-201,3511,3630.94%+12
AT&T INC(T)19,88019,88003403500.24%+10
ATMOS ENERGY CORP(ATO)2,1752,17502492590.18%+10
NETFLIX INC(NFLX)63863803793870.27%+9
PFIZER INC(PFE)16,62316,796+1734574660.32%+9
COSTCO WHSL CORP NEW(COST)94594506846930.48%+8
VANGUARD WORLD FD
HEALTH CAR ETF
1,5651,567+24164240.29%+7
BP PLC(BP)5,6955,570-1252032100.14%+7
COCA COLA CO(KO)3,6803,68002192250.15%+7
ISHARES TR13,14013,070-701,4171,4240.98%+6
BRISTOL-MYERS SQUIBB CO(BMY)4,4994,214-2852222290.16%+6
SYSCO CORP(SYY)2,8952,89502302350.16%+5
BLACKROCK CORPOR HI YLD FD I(HYT)12,20812,403+1951171210.08%+4
INTEL CORP(INTC)9,9059,906+14364380.30%+1
NORFOLK SOUTHN CORP(NSC)1,7071,70704344350.30%+1
ABBOTT LABS1,9001,90002162160.15%0
MONDELEZ INTL INC(MDLZ)4,3624,36203123050.21%-7
STARBUCKS CORP(SBUX)3,8503,85003593520.24%-7
JOHNSON & JOHNSON(JNJ)2,6692,606-634214120.28%-9
SIRIUS XM HOLDINGS INC(SIRI)18,78018,780090730.05%-17
MCDONALDS CORP(MCD)1,5931,587-64654470.31%-17
ELI LILLY & CO(LLY)4,2834,119-1643,2463,2042.20%-41
STERLING INFRASTRUCTURE INC(STRL)5,8003,800-2,0004904190.29%-71
BOEING CO(BA)8,9569,068+1121,8391,7501.20%-89
META PLATFORMS INC(META)962758-2044663680.25%-98
ADOBE INC(ADBE)1,3051,30507716590.45%-112
NVIDIA CORPORATION(NVDA)1,419969-4501,0318760.60%-155
ADVANCED MICRO DEVICES INC(AMD)1,4460-1,4462560-256
APPLE INC(AAPL)33,13233,133+16,0925,6823.90%-410
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