Fund HoldingsSTABLEFORD CAPITAL II LLC

Total Portfolio Value
$233.42M
Total Bought
$47.62M
Total Sold
$44.63M
Net Transaction
+$3.00M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
PROSHARES TR
SHRT RUSSELL2000
0386,189+386,18908,4543.62%+8,454
ISHARES TR048,282+48,28204,6692.00%+4,669
SSGA ACTIVE ETF TR
ST STR BL LN ETF
122,610223,080+100,4705,0859,3584.01%+4,274
INVESCO EXCH TRADED FD TR II
SR LN ETF
267,459438,565+171,1065,5669,2933.98%+3,727
SELECT SECTOR SPDR TR
ST STR UTIL ETF
046,613+46,61302,9351.26%+2,935
ISHARES TR056,353+56,35302,9211.25%+2,921
LAS VEGAS SANDS CORP(LVS)038,912+38,91201,9360.83%+1,936
AMAZON COM INC(AMZN)060,605+60,60509,4054.03%+9,405
ALPHABET INC(GOOG)064,555+64,55509,1723.93%+9,172
TC ENERGY CORP(TRP)029,783+29,78301,1730.50%+1,173
PUBLIC STORAGE(PSA)03,479+3,47901,0100.43%+1,010
FEDERAL RLTY INVT TR NEW(FRT)09,821+9,82101,0020.43%+1,002
AGNC INVT CORP(AGNC)097,558+97,55809730.42%+973
ANNALY CAPITAL MANAGEMENT IN049,243+49,24309630.41%+963
AT&T INC(T)14,32870,364+56,0362171,1420.49%+925
YUM CHINA HLDGS INC(YUMC)022,543+22,54308590.37%+859
RETAIL OPPORTUNITY INVTS COR26,34278,910+52,5683001,1060.47%+806
AIR PRODS & CHEMS INC2,8565,850+2,9947931,5480.66%+755
MICROSOFT CORP(MSFT)15,12414,636-4884,9595,6292.41%+670
CONSTELLATION BRANDS INC(STZ)4,3136,431+2,1189981,6550.71%+658
THERMO FISHER SCIENTIFIC INC(TMO)01,133+1,13306190.27%+619
ENBRIDGE INC(ENB)016,274+16,27405960.26%+596
META PLATFORMS INC(META)9,6579,099-5582,7853,3641.44%+579
ELI LILLY & CO(LLY)08,993+8,99305,7172.45%+5,717
WELLS FARGO CO NEW(WFC)47,46548,026+5611,8822,3551.01%+473
MASTERCARD INCORPORATED(MA)05,864+5,86402,5021.07%+2,502
APPLE INC(AAPL)16,70817,097+3892,7883,1731.36%+385
MERCADOLIBRE INC(MELI)900903+31,0581,4370.62%+380
SHERWIN WILLIAMS CO(SHW)6,6606,471-1891,5831,9250.82%+341
US BANCORP DEL(USB)27,09227,304+2128611,1690.50%+308
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
81,63983,138+1,4994,6224,9272.11%+305
VISA INC(V)12,23811,751-4872,8303,1031.33%+272
PROLOGIS INC.(PLD)7,3797,483+1047359830.42%+247
SCHWAB CHARLES CORP(SCHW)16,26516,446+1818371,0730.46%+237
MERCK & CO INC(MRK)22,26121,805-4562,3502,5821.11%+233
SELECT SECTOR SPDR TR
ST STR TECHN ETF
01,170+1,17002240.10%+224
JOHNSON & JOHNSON(JNJ)14,61214,896+2842,1772,4001.03%+223
SPDR S&P 500 ETF TR(SPY)0467+46702220.10%+222
DEXCOM INC(DXCM)4,2794,367+883475630.24%+216
MAIN STR CAP CORP(MAIN)04,800+4,80002100.09%+210
PROSHARES TR772,220949,089+176,8698,8039,0073.86%+204
ANHEUSER BUSCH INBEV SA/NV(BUD)15,83416,051+2178451,0460.45%+200
DANAHER CORPORATION(DHR)05,270+5,27001,2010.51%+1,201
CHEVRON CORP NEW(CVX)012,946+12,94601,8810.81%+1,881
MEDTRONIC PLC(MDT)10,39210,590+1987319220.40%+191
JPMORGAN CHASE & CO(JPM)13,01911,864-1,1551,8332,0200.87%+188
M & T BK CORP(MTB)6,8867,000+1147799470.41%+168
HOME DEPOT INC(HD)2,6942,570-1247499160.39%+167
CLOROX CO DEL(CLX)7,1117,203+928621,0280.44%+166
COSTCO WHSL CORP NEW(COST)1,6691,593-769141,0730.46%+159
UNITED PARCEL SERVICE INC(UPS)5,2015,495+2947198750.37%+156
FREEPORT-MCMORAN INC(FCX)26,22125,287-9348841,0380.44%+154
COMCAST CORP NEW(CCZ)20,19521,808+1,6137919440.40%+153
SOUTHWEST AIRLS CO(LUV)20,30220,853+5514756220.27%+147
T-MOBILE US INC(TMUS)10,95410,525-4291,5651,7070.73%+142
ISHARES GOLD TR(IAU)112,719113,691+9724,2354,3621.87%+127
ADOBE INC(ADBE)1,5451,538-77959190.39%+124
ECOLAB INC(ECL)4,7754,438-3377568790.38%+122
ABBOTT LABS6,0006,00005646810.29%+117
BROADCOM INC(AVGO)990847-1438189320.40%+113
ISHARES TR6,6246,537-879651,0730.46%+108
REGIONS FINANCIAL CORP NEW(RF)23,89024,316+4263454520.19%+107
SPDR SER TR
ST STR SP REGBNK
10,1919,985-2064055100.22%+105
ORACLE CORP(ORCL)7,6778,344+6677718740.37%+103
MCDONALDS CORP(MCD)3,0752,979-967878760.38%+90
ELEVANCE HEALTH INC(ELV)2,2932,320+271,0311,1190.48%+88
EDWARDS LIFESCIENCES CORP5,8255,980+1553664490.19%+84
HONEYWELL INTL INC(HON)4,3734,230-1437708530.37%+83
LOWES COS INC(LOW)2,0542,095+413794610.20%+82
ABBVIE INC(ABBV)5,5095,369-1408008790.38%+79
BERKSHIRE HATHAWAY INC DEL2,3632,385+227948670.37%+72
ARES CAPITAL CORP(ARCC)66,48565,420-1,0651,2561,3280.57%+72
SCHWAB STRATEGIC TR22,00021,816-1843764440.19%+68
BANK AMERICA CORP29,72725,455-4,2727768440.36%+67
PEPSICO INC(PEP)5,8936,131+2389511,0190.44%+67
ISHARES TR21,69121,624-676206810.29%+61
COCA COLA CO(KO)15,46515,351-1148639180.39%+56
LINDE PLC(LIN)2,1982,139-598148680.37%+54
NIKE INC(NKE)8,4628,474+128468970.38%+51
VANGUARD WORLD FDS
HEALTH CAR ETF
1,6841,677-73824320.19%+50
ISHARES TR
US TREAS BD ETF
44,26144,130-1319651,0130.43%+48
NETFLIX INC(NFLX)2,1321,844-2888609080.39%+47
EATON VANCE TAX-MANAGED BUY-(ETV)35,05335,05303894350.19%+46
WALMART INC(WMT)5,1555,452+2978348780.38%+44
PROCTER AND GAMBLE CO(PG)5,8326,086+2548749160.39%+42
UNION PAC CORP(UNP)3,9863,589-3978068480.36%+42
DUKE ENERGY CORP NEW(DUK)10,51910,079-4409389790.42%+41
STARBUCKS CORP(SBUX)8,9139,253+3408268600.37%+34
INTERNATIONAL BUSINESS MACHS(IBM)1,6901,69002432740.12%+31
BOEING CO(BA)4,2323,540-6927587880.34%+30
NEXTERA ENERGY INC(NEE)14,18613,899-2878178440.36%+27
UNITEDHEALTH GROUP INC(UNH)3,7883,752-362,0012,0250.87%+23
FIRST TR EXCH TRADED FD III15,30015,30002372590.11%+22
SCHLUMBERGER LTD(SLB)15,45018,036+2,5868638800.38%+17
NISOURCE INC(NI)19,49919,49905025170.22%+15
CISO GLOBAL INC275,201275,201026370.02%+11
EXXON MOBIL CORP039,654+39,65403,9131.68%+3,913
CONSTELLATION ENERGY CORP(CEG)4,1714,232+614704780.20%+8
SOUTHERN CO(SO)13,75713,184-5739249310.40%+7
CONOCOPHILLIPS(COP)7,1567,669+5138478510.36%+5
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