Fund HoldingsEllsworth Advisors, LLC

Total Portfolio Value
$381.50M
Total Bought
$120.82M
Total Sold
$117.30M
Net Transaction
+$3.52M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
DARDEN RESTAURANTS INC(DRI)033,087+33,08706,1771.62%+6,177
META PLATFORMS INC(META)1,62911,859+10,2309336,9441.82%+6,011
DUKE ENERGY CORP NEW(DUK)049,418+49,41805,3241.40%+5,324
AMERICAN ELEC PWR CO INC052,778+52,77804,8681.28%+4,868
TARGET CORP(TGT)035,945+35,94504,8591.27%+4,859
AMAZON COM INC(AMZN)023,515+23,51505,1591.35%+5,159
PRICE T ROWE GROUP INC(TROW)041,986+41,98604,7481.24%+4,748
GLOBAL PMTS INC(GPN)040,803+40,80304,5721.20%+4,572
KINROSS GOLD CORP(KGC)0473,078+473,07804,3851.15%+4,385
DELL TECHNOLOGIES INC(DELL)037,564+37,56404,3291.13%+4,329
FRESH DEL MONTE PRODUCE INC(DMC)0129,413+129,41304,2981.13%+4,298
YELP INC(YELP)0110,567+110,56704,2791.12%+4,279
GENERAC HLDGS INC(GNRC)027,222+27,22204,2211.11%+4,221
SALESFORCE INC(CRM)013,233+13,23304,4241.16%+4,424
NVIDIA CORPORATION(NVDA)079,004+79,004010,6092.78%+10,609
SKECHERS U S A INC061,380+61,38004,1271.08%+4,127
HP INC(HPQ)39,477130,304+90,8271,4164,2521.11%+2,836
BROADCOM INC(AVGO)09,379+9,37902,1740.57%+2,174
MICROSOFT CORP(MSFT)10,21915,152+4,9334,3976,3871.67%+1,990
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
14,86049,860+35,0007542,5110.66%+1,757
ZOETIS INC(ZTS)09,213+9,21301,5010.39%+1,501
LAM RESEARCH CORP(LRCX)020,246+20,24601,4620.38%+1,462
ELI LILLY & CO(LLY)02,202+2,20201,7000.45%+1,700
ALPHABET INC(GOOG)030,043+30,04305,7211.50%+5,721
VALE S A0124,756+124,75601,1070.29%+1,107
APPLE INC(AAPL)34,25235,163+9117,9818,8062.31%+825
ELECTROMED INC024,834+24,83407340.19%+734
CISCO SYS INC(CSCO)103,033104,744+1,7115,4836,2011.63%+717
PLAINS GP HLDGS L P(PAGP)038,422+38,42207060.19%+706
BLACKSTONE INC(BX)42,13741,484-6536,4527,1531.87%+700
REV GROUP INC021,367+21,36706810.18%+681
KNIFE RIVER CORP(KNF)06,697+6,69706810.18%+681
SKYWARD SPECIALTY INS GROUP(SKWD)013,369+13,36906760.18%+676
BAUSCH PLUS LOMB CORP036,844+36,84406650.17%+665
BERKSHIRE HATHAWAY INC DEL10,60312,214+1,6114,8805,5361.45%+656
ENOVIS CORPORATION(ENOV)014,883+14,88306530.17%+653
NATIONAL HEALTHCARE CORP(NHC)06,047+6,04706500.17%+650
RADWARE LTD(RDWR)028,052+28,05206320.17%+632
KAISER ALUMINUM CORP(KALU)08,960+8,96006300.17%+630
PRAXIS PRECISION MEDICINES I(PRAX)08,150+8,15006270.16%+627
REPOSITRAK INC028,292+28,29206260.16%+626
RED VIOLET INC(RDVT)017,096+17,09606190.16%+619
GENUINE PARTS CO(GPC)043,680+43,68005,1001.34%+5,100
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
170,468181,070+10,60210,20610,8232.84%+617
CHEVRON CORP NEW(CVX)33,32438,131+4,8074,9085,5231.45%+615
NATHANS FAMOUS INC NEW07,499+7,49905890.15%+589
FARMERS & MERCHANTS BANCORP019,868+19,86805850.15%+585
GERMAN AMERN BANCORP INC(GABC)014,351+14,35105770.15%+577
NIKE INC(NKE)19,16229,729+10,5671,6942,2500.59%+556
ENERGY TRANSFER L P(ET)99,532108,954+9,4221,5972,1340.56%+537
KINDER MORGAN INC DEL(KMI)70,90576,055+5,1501,5662,0840.55%+518
VISA INC(V)8,9839,447+4642,4702,9860.78%+516
JAZZ PHARMACEUTICALS PLC(JAZZ)37,81337,962+1494,2134,6751.23%+462
MARKEL GROUP INC(MKL)02,868+2,86804,9511.30%+4,951
US BANCORP DEL(USB)119,184122,719+3,5355,4505,8701.54%+419
PAYCHEX INC(PAYX)42,75043,777+1,0275,7376,1381.61%+402
JPMORGAN CHASE & CO.(JPM)8,2468,876+6301,7392,1280.56%+389
BANK AMERICA CORP43,80147,546+3,7451,7382,0900.55%+352
EQUITABLE HLDGS INC35,79039,107+3,3171,5041,8450.48%+340
KYNDRYL HLDGS INC(KD)025,553+25,55308840.23%+884
ARGAN INC10,74010,113-6271,0891,3860.36%+297
VERTEX INC(VERX)017,291+17,29109220.24%+922
UNITED STS LIME & MINERALS I(USLM)9,6419,149-4929421,2140.32%+273
AB ACTIVE ETFS INC
ULTRA SHORT INCM
049,922+49,92202,5140.66%+2,514
HONEYWELL INTL INC(HON)09,964+9,96402,2510.59%+2,251
SONY GROUP CORP(SONY)17,76992,292+74,5231,7161,9530.51%+237
PACKAGING CORP AMER(PKG)34,96534,401-5647,5317,7452.03%+213
ALPHABET INC(GOOG)01,094+1,09402070.05%+207
PEGASYSTEMS INC(PEGA)7,8198,284+4655717720.20%+201
TOYOTA MOTOR CORP(TM)09,553+9,55301,8590.49%+1,859
PJT PARTNERS INC(PJT)5,4425,647+2057268910.23%+166
NORTHEAST BK PORTLAND ME
COM
011,464+11,46401,0520.28%+1,052
PROCORE TECHNOLOGIES INC(PCOR)08,355+8,35506260.16%+626
GEN DIGITAL INC(GEN)61,78467,174+5,3901,6951,8390.48%+144
EURONET WORLDWIDE INC(EEFT)07,083+7,08307280.19%+728
FIRST TR EXCHNG TRADED FD VI
VEST BUFFERED
115,658119,359+3,7012,7892,9240.77%+136
BANK NEW YORK MELLON CORP4,7836,039+1,2563444640.12%+120
STERLING INFRASTRUCTURE INC(STRL)8,1337,678-4551,1791,2930.34%+114
ONESPAN INC32,69535,521+2,8265456590.17%+114
VANGUARD SPECIALIZED FUNDS03,665+3,66507180.19%+718
ALTRIA GROUP INC(MO)15,40517,186+1,7817868990.24%+112
HEALTHSTREAM INC021,617+21,61706870.18%+687
GRAYSCALE BITCOIN TRUST ETF(GBTC)04,550+4,55003370.09%+337
DESCARTES SYS GROUP INC(DSGX)06,167+6,16707010.18%+701
AUTOZONE INC(AZO)78105+272463360.09%+91
GRAHAM CORP(GHM)023,109+23,10901,0280.27%+1,028
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
012,259+12,25904400.12%+440
EMPLOYERS HLDGS INC(EIG)013,169+13,16906750.18%+675
MILLER INDS INC TENN012,334+12,33408060.21%+806
PINNACLE WEST CAP CORP(PNW)18,91120,731+1,8201,6751,7570.46%+82
FEDERAL AGRIC MTG CORP(AGM)03,817+3,81707520.20%+752
NORTHWEST PIPE CO(NWPX)16,20716,755+5487318090.21%+77
EOG RES INC(EOG)013,665+13,66501,6750.44%+1,675
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
022,301+22,30101,3190.35%+1,319
HESS CORP4,4365,029+5936026690.18%+66
ENTERPRISE PRODS PARTNERS L(EPD)023,022+23,02207220.19%+722
VILLAGE SUPER MKT INC021,452+21,45206840.18%+684
CORVEL CORP(CRVL)2,3407,269+4,9297658090.21%+44
ESPEY MFG & ELECTRS CORP23,97725,211+1,2347217600.20%+39
MORGAN STANLEY(MS)02,445+2,44503070.08%+307
Page 1 of 1