Fund HoldingsSTABLEFORD CAPITAL II LLC

Total Portfolio Value
$236.41M
Total Bought
$52.88M
Total Sold
$60.45M
Net Transaction
-$7.57M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
PROSHARES TR
SHRT RUSSELL2000
0415,900+415,90009,1123.85%+9,112
ISHARES TR099,029+99,02909,3763.97%+9,376
PROSHARES TR
SHOR S&P 500 NEW
73,425181,794+108,3693,1128,4993.59%+5,387
PROSHARES TR
SHRT HGH YIELD
0311,912+311,91205,0842.15%+5,084
SPDR SER TR
ST STR BLO 1 ETF
139,858191,685+51,82712,78717,5647.43%+4,777
ABRDN SILVER ETF TRUST066,086+66,08602,0470.87%+2,047
MERCADOLIBRE INC(MELI)01,986+1,98604,1691.76%+4,169
ISHARES GOLD TR(IAU)99,56099,559-14,9296,2352.64%+1,306
PHILIP MORRIS INTL INC(PM)2,0557,936+5,8812471,2950.55%+1,048
TJX COS INC NEW(TJX)08,050+8,05001,0270.43%+1,027
ELEVANCE HEALTH INC(ELV)04,256+4,25601,8070.76%+1,807
NVIDIA CORPORATION(NVDA)09,232+9,23209370.40%+937
MICROSOFT CORP(MSFT)024,076+24,07608,8553.75%+8,855
WILLIAMS COS INC(WMB)11,04225,929+14,8875981,5200.64%+922
WELLTOWER INC(WELL)05,725+5,72508430.36%+843
PLAINS GP HLDGS L P(PAGP)035,158+35,15806660.28%+666
CHENIERE ENERGY INC(LNG)02,838+2,83806570.28%+657
ELI LILLY & CO(LLY)07,322+7,32206,1502.60%+6,150
CITIGROUP INC(C)07,733+7,73304890.21%+489
REGENCY CTRS CORP(REG)22,95028,773+5,8231,6972,0620.87%+365
ARES CAPITAL CORP(ARCC)62,78484,743+21,9591,3741,7290.73%+354
ISHARES TR
FLTG RATE NT ETF
05,391+5,39102740.12%+274
VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
03,528+3,52802590.11%+259
VERIZON COMMUNICATIONS INC(VZ)25,74328,148+2,4051,0291,2400.52%+210
CROWDSTRIKE HLDGS INC(CRWD)5,9335,926-72,0302,2260.94%+196
VANECK ETF TRUST
GOLD MINERS ETF
7,2007,850+6502444000.17%+156
COCA COLA CO(KO)13,71413,553-1618549890.42%+136
ADVANCED MICRO DEVICES INC(AMD)09,388+9,38808210.35%+821
ALPS ETF TR
ALERIAN MLP
4,6827,358+2,6762253580.15%+132
SCHWAB STRATEGIC TR0226,215+226,21505,6152.37%+5,615
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
088,322+88,32205,2372.22%+5,237
ENBRIDGE INC(ENB)38,46338,436-271,6321,7440.74%+112
SHERWIN WILLIAMS CO(SHW)05,692+5,69201,8980.80%+1,898
AMERICAN ELEC PWR CO INC9,0928,565-5278399230.39%+84
LINDE PLC(LIN)2,0162,052+368449280.39%+84
SOUTHERN CO(SO)11,74211,436-3069671,0500.44%+83
TC ENERGY CORP(TRP)29,56429,520-441,3761,4590.62%+83
SCHWAB CHARLES CORP(SCHW)35,35035,363+132,6162,6931.14%+77
DUKE ENERGY CORP NEW(DUK)9,4918,987-5041,0231,0950.46%+72
FREEPORT-MCMORAN INC(FCX)029,139+29,13909590.41%+959
NEXTERA ENERGY INC(NEE)11,24513,174+1,9298068740.37%+67
COSTCO WHSL CORP NEW(COST)1,3081,267-411,1981,2600.53%+62
BOSTON SCIENTIFIC CORP(BSX)9,2799,276-38298820.37%+54
ISHARES TR
US TREAS BD ETF
026,634+26,63406080.26%+608
NISOURCE INC(NI)17,57417,57406466900.29%+44
MCDONALDS CORP(MCD)3,1533,053-1009149500.40%+36
INTERNATIONAL BUSINESS MACHS(IBM)1,6901,69003724040.17%+32
VANGUARD WORLD FD
HEALTH CAR ETF
1,5591,731+1723964260.18%+31
MEDTRONIC PLC(MDT)10,79910,811+128638930.38%+30
WASTE MGMT INC DEL(WM)1,0141,01402052340.10%+30
PROCTER AND GAMBLE CO(PG)5,7565,817+619659930.42%+28
FIDELITY COVINGTON TRUST8,9639,124+1614374590.19%+22
SCHWAB STRATEGIC TR021,416+21,41604430.19%+443
ECOLAB INC(ECL)3,7713,767-48848990.38%+16
GE AEROSPACE(GE)8,0847,492-5921,3481,3620.58%+14
FISERV INC(FISV)4,0364,037+18298420.36%+13
RTX CORPORATION(RTX)7,9287,153-7759179220.39%+5
CIA ENERGETICA DE MINAS GERA(CIG)38,22538,225068670.03%-1
GE VERNOVA INC(GEV)1,1311,13103723660.15%-6
FIRST TR EXCH TRADED FD III15,30015,30002712640.11%-7
UNION PAC CORP(UNP)3,8803,984+1048858780.37%-7
ABBOTT LABS15,25713,066-2,1911,7261,7110.72%-14
BERKSHIRE HATHAWAY INC DEL2,0941,803-2919499340.40%-15
B2GOLD CORP(BTG)28,00015,000-13,00068500.02%-19
HOME DEPOT INC(HD)2,3772,543+1669259030.38%-22
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,0331,123+902402170.09%-24
EXXON MOBIL CORP034,976+34,97603,7401.58%+3,740
WALMART INC(WMT)11,81910,932-8871,0681,0190.43%-49
CISO GLOBAL INC18,34718,347064100.00%-54
CATERPILLAR INC(CAT)2,4772,837+3608998350.35%-64
AIR PRODS & CHEMS INC3,1813,222+419238470.36%-76
PROLOGIS INC.(PLD)021,287+21,28702,1730.92%+2,173
EATON VANCE TAX-MANAGED BUY-(ETV)36,30336,30305234460.19%-77
ISHARES TR6,1836,049-1341,1451,0670.45%-78
ORACLE CORP(ORCL)5,6596,715+1,0569438640.37%-79
ABBVIE INC(ABBV)4,9114,535-3768737850.33%-88
CONOCOPHILLIPS(COP)9,3189,325+79248300.35%-94
FLUTTER ENTMT PLC(FLUT)3,0373,036-17886910.29%-97
THERMO FISHER SCIENTIFIC INC(TMO)1,1141,115+15804770.20%-103
CONSTELLATION ENERGY CORP(CEG)03,953+3,95308170.35%+817
T-MOBILE US INC(TMUS)8,6616,756-1,9051,9121,7700.75%-141
EOG RES INC(EOG)9,3748,959-4151,1499900.42%-159
CHEVRON CORP NEW(CVX)7,3546,542-8121,0659020.38%-163
BANK AMERICA CORP23,76423,147-6171,0448660.37%-178
NETFLIX INC(NFLX)1,3541,044-3101,2071,0160.43%-191
WELLS FARGO CO NEW(WFC)37,12137,090-312,6072,4001.02%-207
CONSTELLATION BRANDS INC(STZ)6,4056,434+291,4161,2010.51%-215
UNITEDHEALTH GROUP INC(UNH)4,2604,232-282,1551,9220.81%-233
US BANCORP DEL(USB)25,64225,653+111,2269800.41%-247
AT&T INC(T)65,70445,784-19,9201,4961,2430.53%-253
HONEYWELL INTL INC(HON)4,9634,399-5641,1218650.37%-256
AGNC INVT CORP(AGNC)95,78669,953-25,8338825830.25%-299
COMCAST CORP NEW(CCZ)8,0120-8,0123010-301
ANNALY CAPITAL MANAGEMENT IN48,48232,634-15,8488875840.25%-303
MASTERCARD INCORPORATED(MA)5,4144,897-5172,8512,5331.07%-317
FEDERAL RLTY INVT TR NEW(FRT)18,74318,770+272,0981,7590.74%-339
ISHARES TR20,95510,408-10,5476593070.13%-351
LOWES COS INC(LOW)4,9994,026-9731,2348820.37%-352
JPMORGAN CHASE & CO.(JPM)10,3379,125-1,2122,4782,1170.90%-361
ESTABLISHMENT LABS HLDGS INC(ESTA)24,81424,844+301,1437810.33%-362
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