Fund HoldingsSTABLEFORD CAPITAL II LLC

Total Portfolio Value
$217.08M
Total Bought
$12.82M
Total Sold
$14.99M
Net Transaction
-$2.17M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
PROSHARES TR337,214772,220+435,0063,5958,8034.06%+5,209
PROSHARES TR534,753575,836+41,0837,4448,6784.00%+1,234
SPDR SER TR
ST STR BLO 1 ETF
190,910200,949+10,03917,48418,4438.50%+960
CLOROX CO DEL(CLX)07,111+7,11108620.40%+862
ADOBE INC(ADBE)01,545+1,54507950.37%+795
META PLATFORMS INC(META)8,0879,657+1,5702,4732,7851.28%+312
RTX CORPORATION(RTX)8,45911,292+2,8337298940.41%+164
ISHARES GOLD TR(IAU)112,726112,719-74,0854,2351.95%+150
NETFLIX INC(NFLX)1,8472,132+2857948600.40%+66
CONSTELLATION ENERGY CORP(CEG)3,8584,171+3134084700.22%+62
MERCK & CO INC(MRK)21,69222,261+5692,2902,3501.08%+60
HUMANA INC(HUM)3,2153,214-11,5921,6500.76%+58
NEXTERA ENERGY INC(NEE)11,22814,186+2,9587678170.38%+50
MICROSOFT CORP(MSFT)15,22215,124-984,9164,9592.28%+43
SEMPRA(SRE)5,67911,993+6,3148128490.39%+37
T-MOBILE US INC(TMUS)11,11310,954-1591,5311,5650.72%+34
BP PLC(BP)32,27231,668-6041,1971,2290.57%+33
NIKE INC(NKE)7,4988,462+9648188460.39%+29
SOUTHERN CO(SO)13,01213,757+7459039240.43%+21
AT&T INC(T)014,328+14,32802170.10%+217
UNITEDHEALTH GROUP INC(UNH)3,9533,788-1651,9902,0010.92%+11
HONEYWELL INTL INC(HON)4,0574,373+3167667700.35%+4
INTERNATIONAL BUSINESS MACHS(IBM)01,690+1,69002430.11%+243
FORTUNA SILVER MINES INC010,000+10,0000280.01%+28
CIA ENERGETICA DE MINAS GERA(CIG)048,125+48,12501150.05%+115
BROADCOM INC(AVGO)975990+158228180.38%-3
VANECK ETF TRUST
GOLD MINERS ETF
07,200+7,20002050.09%+205
WILLIAMS COS INC(WMB)11,04211,04203873820.18%-5
OCCIDENTAL PETE CORP(OXY)15,48915,487-29879800.45%-7
AIR PRODS & CHEMS INC2,8012,856+558027930.37%-9
SIXTH STREET SPECIALTY LENDI(TSLX)010,503+10,50302030.09%+203
FIRST TR EXCH TRADED FD III15,30015,30002482370.11%-11
PHILLIPS EDISON & CO INC(PECO)10,52910,52903813620.17%-19
NISOURCE INC(NI)19,49919,49905215020.23%-20
ORACLE CORP(ORCL)6,9987,677+6797917710.36%-20
CISO GLOBAL INC0275,201+275,2010260.01%+26
PROCTER AND GAMBLE CO(PG)5,7365,832+968958740.40%-22
HESS CORP6,6136,611-21,0351,0130.47%-23
STARBUCKS CORP(SBUX)8,3638,913+5508508260.38%-24
WALMART INC(WMT)5,3595,155-2048598340.38%-25
QUALCOMM INC(QCOM)2,7202,72003142870.13%-27
SSGA ACTIVE ETF TR
ST STR BL LN ETF
122,609122,610+15,1135,0852.34%-28
MCDONALDS CORP(MCD)2,8373,075+2388167870.36%-29
ISHARES TR
US TREAS BD ETF
44,26144,26109979650.44%-32
VANGUARD WORLD FDS
HEALTH CAR ETF
1,6841,68404163820.18%-34
LINDE PLC(LIN)2,2212,198-238498140.37%-35
COCA COLA CO(KO)14,76315,465+7028998630.40%-37
ELEVANCE HEALTH INC(ELV)2,2942,293-11,0691,0310.48%-38
DUKE ENERGY CORP NEW(DUK)10,55910,519-409819380.43%-43
ARES CAPITAL CORP(ARCC)66,48866,485-31,3011,2560.58%-45
ISHARES TR21,69121,69106656200.29%-45
PEPSICO INC(PEP)5,4415,893+4521,0009510.44%-49
SCHWAB STRATEGIC TR22,00022,00004273760.17%-51
ANHEUSER BUSCH INBEV SA/NV(BUD)15,83515,834-19008450.39%-55
ABBOTT LABS6,0006,00006285640.26%-65
INVESCO EXCH TRADED FD TR II
SR LN ETF
267,457267,459+25,6355,5662.56%-69
ECOLAB INC(ECL)4,4804,775+2958297560.35%-72
LOWES COS INC(LOW)2,0542,05404543790.17%-74
DIAGEO PLC(DEO)3,7383,73806495710.26%-78
COSTCO WHSL CORP NEW(COST)1,7671,669-989929140.42%-78
SPDR SER TR
ST STR SP REGBNK
10,19110,19104864050.19%-81
EATON VANCE TAX-MANAGED BUY-(ETV)36,05335,053-1,0004723890.18%-83
RETAIL OPPORTUNITY INVTS COR26,34426,342-23863000.14%-85
BERKSHIRE HATHAWAY INC DEL2,4712,363-1088827940.37%-88
EDWARDS LIFESCIENCES CORP5,8245,825+14563660.17%-90
ISHARES TR6,6246,62401,0629650.44%-97
PAYPAL HLDGS INC(PYPL)9,4939,495+25964910.23%-105
DBX ETF TR31,19831,19808727650.35%-107
EXELON CORP(EXC)16,34414,021-2,3236575490.25%-108
ISHARES TR195,251193,706-1,54521,50921,3999.86%-110
BANK AMERICA CORP28,73629,727+9918897760.36%-113
CONOCOPHILLIPS(COP)8,3387,156-1,1829668470.39%-119
UNITED PARCEL SERVICE INC(UPS)4,6665,201+5358427190.33%-123
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
81,64381,639-44,7494,6222.13%-128
UNION PAC CORP(UNP)4,0553,986-699348060.37%-128
MEDTRONIC PLC(MDT)10,39110,392+18647310.34%-132
ABBVIE INC(ABBV)6,1575,509-6489328000.37%-133
DEXCOM INC(DXCM)4,2784,279+14853470.16%-138
HOME DEPOT INC(HD)2,6952,694-18887490.35%-139
REGIONS FINANCIAL CORP NEW(RF)23,88723,890+34943450.16%-149
M & T BK CORP(MTB)6,8866,88609307790.36%-152
VISA INC(V)12,42012,238-1822,9832,8301.30%-152
CONSTELLATION BRANDS INC(STZ)4,3344,313-211,1649980.46%-166
PROLOGIS INC.(PLD)7,3797,37909017350.34%-166
BOEING CO(BA)3,8864,232+3469267580.35%-168
FREEPORT-MCMORAN INC(FCX)25,09626,221+1,1251,0648840.41%-180
WELLS FARGO CO NEW(WFC)47,46347,465+22,0731,8820.87%-191
APPLE INC(AAPL)16,74316,708-352,9802,7881.28%-191
MERCADOLIBRE INC(MELI)901900-11,2501,0580.49%-192
PFIZER INC(PFE)000000
JPMORGAN CHASE & CO(JPM)13,25813,019-2392,0361,8330.84%-203
SPDR S&P 500 ETF TR(SPY)000000
SCHLUMBERGER LTD(SLB)18,14215,450-2,6921,0698630.40%-206
FIDELITY COVINGTON TRUST66,73566,737+22,7672,5611.18%-206
US BANCORP DEL(USB)27,09327,092-11,0708610.40%-209
SOUTHWEST AIRLS CO(LUV)20,29820,302+46874750.22%-212
SCHWAB CHARLES CORP(SCHW)16,26516,26501,0508370.39%-213
COMCAST CORP NEW(CCZ)21,97220,195-1,7771,0097910.36%-219
SHERWIN WILLIAMS CO(SHW)6,6256,660+351,8081,5830.73%-225
JOHNSON & JOHNSON(JNJ)14,01614,612+5962,4132,1771.00%-236
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