Fund HoldingsSTABLEFORD CAPITAL II LLC

Total Portfolio Value
$254.47M
Total Bought
$28.07M
Total Sold
$28.75M
Net Transaction
-$677.0K
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
ISHARES TR041,567+41,56703,9551.55%+3,955
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
027,667+27,66702,4860.98%+2,486
REGENCY CTRS CORP(REG)023,296+23,29601,5460.61%+1,546
AMERICAN TOWER CORP NEW(AMT)07,238+7,23801,5430.61%+1,543
DRAFTKINGS INC NEW(DKNG)16,58555,412+38,8277532,1250.84%+1,372
DBX ETF TR31,76280,343+48,5817651,9390.76%+1,175
PROLOGIS INC.(PLD)11,58721,643+10,0561,5092,6671.05%+1,158
RETAIL OPPORTUNITY INVTS COR125,263203,861+78,5981,6062,7461.08%+1,140
ISHARES TR
MSCI CHINA ETF
026,720+26,72001,1350.45%+1,135
ELI LILLY & CO(LLY)9,6289,470-1587,4908,5763.37%+1,086
APPLE INC(AAPL)016,969+16,96903,8841.53%+3,884
ABBOTT LABS015,353+15,35301,6070.63%+1,607
SCHWAB CHARLES CORP(SCHW)16,46333,120+16,6571,1912,1130.83%+922
INVESCO EXCH TRADED FD TR II
SR LN ETF
0479,159+479,159010,1393.98%+10,139
SSGA ACTIVE ETF TR
ST STR BL LN ETF
223,030243,226+20,1969,39210,1573.99%+765
UBER TECHNOLOGIES INC(UBER)11,53223,320+11,7888881,6000.63%+712
DISNEY WALT CO(DIS)06,437+6,43706260.25%+626
FLUTTER ENTMT PLC(FLUT)03,076+3,07606260.25%+626
ADVANCED MICRO DEVICES INC(AMD)03,924+3,92406260.25%+626
FEDERAL RLTY INVT TR NEW(FRT)15,02419,019+3,9951,5342,0890.82%+555
SBA COMMUNICATIONS CORP NEW(SBAC)4,4846,834+2,3509721,4640.58%+492
NIKE INC(NKE)10,50820,161+9,6539881,4730.58%+486
NEW MTN FIN CORP39,87379,339+39,4665059860.39%+481
ESTABLISHMENT LABS HLDGS INC(ESTA)30,81542,102+11,2871,5682,0010.79%+432
UNITEDHEALTH GROUP INC(UNH)4,1384,152+142,0472,3800.94%+333
HUMANA INC(HUM)5,0805,052-281,7612,0320.80%+270
NVIDIA CORPORATION(NVDA)02,047+2,04702420.09%+242
PHILIP MORRIS INTL INC(PM)02,055+2,05502230.09%+223
AIR PRODS & CHEMS INC06,474+6,47401,7510.69%+1,751
MERCADOLIBRE INC(MELI)1,4751,460-152,2302,4380.96%+208
GE VERNOVA INC(GEV)01,207+1,20702000.08%+200
JPMORGAN CHASE & CO.(JPM)10,58710,682+952,1212,3170.91%+196
LULULEMON ATHLETICA INC(LULU)1,1682,201+1,0334566440.25%+188
SELECT SECTOR SPDR TR
ST STR UTIL ETF
64,04562,200-1,8454,2054,3611.71%+156
JOHNSON & JOHNSON(JNJ)15,67716,700+1,0232,4802,6151.03%+135
BANK AMERICA CORP24,06823,697-3719131,0420.41%+130
T-MOBILE US INC(TMUS)09,846+9,84601,8070.71%+1,807
DUKE ENERGY CORP NEW(DUK)10,74110,720-211,0391,1530.45%+114
EOG RES INC(EOG)16,19516,478+2832,0702,1810.86%+111
WELLS FARGO CO NEW(WFC)037,915+37,91502,3090.91%+2,309
SOUTHERN CO(SO)13,94613,542-4041,0001,1050.43%+105
PUBLIC STORAGE OPER CO(PSA)5,2875,274-131,5341,6350.64%+101
WALMART INC(WMT)15,06514,082-9839061,0000.39%+94
DIAGEO PLC(DEO)3,8535,023+1,1705736580.26%+85
META PLATFORMS INC(META)8,8289,462+6344,2874,3711.72%+85
SHERWIN WILLIAMS CO(SHW)06,185+6,18502,0150.79%+2,015
WASTE MGMT INC DEL(WM)1,0141,314+3002162930.12%+77
HONEYWELL INTL INC(HON)4,4354,444+99109790.38%+68
RTX CORPORATION(RTX)10,36110,273-881,0111,0790.42%+68
AT&T INC(T)70,48368,258-2,2251,2411,3080.51%+67
SEMPRA(SRE)12,43612,334-1028939590.38%+65
VISA INC(V)11,29611,792+4963,1523,2161.26%+63
BERKSHIRE HATHAWAY INC DEL2,2182,232+149339950.39%+62
UNION PAC CORP(UNP)3,6393,922+2838959570.38%+62
NISOURCE INC(NI)19,49919,49905395980.24%+59
COSTCO WHSL CORP NEW(COST)1,5141,379-1351,1091,1670.46%+58
SPDR SER TR
ST STR SP REGBNK
09,380+9,38005320.21%+532
NEXTERA ENERGY INC(NEE)14,00113,408-5938959510.37%+56
CATERPILLAR INC(CAT)2,4452,657+2128969510.37%+55
VANECK ETF TRUST
GOLD MINERS ETF
7,2007,20002282770.11%+49
AGNC INVT CORP(AGNC)097,629+97,62901,0130.40%+1,013
WILLIAMS COS INC(WMB)11,04211,04204304710.19%+41
PROCTER AND GAMBLE CO(PG)5,8615,851-109519910.39%+40
FREEPORT-MCMORAN INC(FCX)24,97225,042+701,1741,2150.48%+40
DANAHER CORPORATION(DHR)5,2835,407+1241,3191,3590.53%+39
REGIONS FINANCIAL CORP NEW(RF)24,17424,762+5885095470.22%+39
PEPSICO INC(PEP)6,2326,633+4011,0911,1270.44%+36
LOWES COS INC(LOW)5,3785,785+4071,3701,4060.55%+36
ANHEUSER BUSCH INBEV SA/NV(BUD)016,413+16,41301,0120.40%+1,012
ANNALY CAPITAL MANAGEMENT IN049,324+49,32401,0070.40%+1,007
ECOLAB INC(ECL)3,9693,899-709169490.37%+32
ORACLE CORP(ORCL)7,2426,748-4949109400.37%+30
EATON VANCE TAX-MANAGED BUY-(ETV)35,05335,153+1004534810.19%+28
HOME DEPOT INC(HD)02,558+2,55809510.37%+951
FIDELITY COVINGTON TRUST09,217+9,21704180.16%+418
COCA COLA CO(KO)15,58214,958-6249539750.38%+22
VERIZON COMMUNICATIONS INC(VZ)4,7865,286+5002012220.09%+21
ALPS ETF TR
ALERIAN MLP
4,6434,950+3072202420.09%+21
SCHWAB STRATEGIC TR020,514+20,51404380.17%+438
ISHARES TR6,4556,403-521,1561,1700.46%+14
MCDONALDS CORP(MCD)3,1763,485+3098959100.36%+14
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
128,610128,036-5747,5307,5442.96%+14
TC ENERGY CORP(TRP)29,85030,272+4221,2001,2130.48%+13
CISO GLOBAL INC018,347+18,3470120.00%+12
ISHARES TR
US TREAS BD ETF
042,658+42,65809750.38%+975
ELEVANCE HEALTH INC(ELV)2,3242,332+81,2051,2150.48%+10
NORFOLK SOUTHN CORP(NSC)1,8732,067+1944774850.19%+7
CIA ENERGETICA DE MINAS GERA(CIG)062,562+62,56201250.05%+125
HERSHEY CO(HSY)2,9653,003+385775830.23%+6
B2GOLD CORP(BTG)13,00013,000034400.02%+6
VANGUARD WORLD FD
HEALTH CAR ETF
01,577+1,57704360.17%+436
ABBVIE INC(ABBV)5,0385,264+2269179230.36%+5
FIRST TR EXCH TRADED FD III015,300+15,30002700.11%+270
SELECT SECTOR SPDR TR
ST STR TECHN ETF
01,024+1,02402300.09%+230
UNITED PARCEL SERVICE INC(UPS)6,7036,770+679969980.39%+1
ENBRIDGE INC(ENB)39,19839,108-901,4181,4170.56%-1
SCHLUMBERGER LTD(SLB)17,89820,034+2,1369819800.38%-1
ARES CAPITAL CORP(ARCC)65,47064,583-8871,3631,3610.53%-2
ISHARES TR021,030+21,03006720.26%+672
BROADCOM INC(AVGO)7386,233+5,4959789720.38%-6
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