Fund HoldingsFountainhead AM, LLC

Total Portfolio Value
$406.14M
Total Bought
$65.90M
Total Sold
$24.48M
Net Transaction
+$41.43M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ISHARES TR220,169392,644+172,47511,47121,3605.26%+9,889
VANGUARD INDEX FDS36,26293,744+57,4825,42115,2673.76%+9,846
ISHARES TR203,718205,540+1,82253,42759,20214.58%+5,775
VANGUARD INDEX FDS57,39369,285+11,89212,52016,6124.09%+4,091
ISHARES TR45,29346,653+1,36021,63324,5276.04%+2,893
PENN ENTERTAINMENT INC(PENN)0144,497+144,49702,6310.65%+2,631
NVIDIA CORPORATION(NVDA)3,2824,534+1,2521,6254,0971.01%+2,471
SCHWAB STRATEGIC TR232,898233,799+90119,32121,6785.34%+2,357
ISHARES TR225,832242,252+16,42024,44626,7746.59%+2,327
ISHARES TR134,446144,163+9,71713,02114,9633.68%+1,942
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
192,258224,300+32,04211,21413,0253.21%+1,811
ISHARES BITCOIN TR(IBIT)031,042+31,04201,2560.31%+1,256
VANGUARD INTL EQUITY INDEX F175,934201,991+26,0577,2318,4372.08%+1,206
VANGUARD INDEX FDS23,88524,829+9447,4258,5462.10%+1,121
EXCHANGE TRADED CONCEPTS TRU245,441258,015+12,57414,06415,1303.73%+1,066
GRAYSCALE BITCOIN TR BTC(GBTC)015,991+15,99101,0100.25%+1,010
BAUSCH HEALTH COS INC359,516359,51602,8833,8140.94%+931
META PLATFORMS INC(META)5,1005,058-421,8052,4560.60%+651
SNOWFLAKE INC(SNOW)04,010+4,01006480.16%+648
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
215,301232,634+17,3339,98110,6102.61%+629
BERKSHIRE HATHAWAY INC DEL2,4863,367+8818871,4160.35%+529
CISCO SYS INC(CSCO)019,658+19,65809810.24%+981
FS KKR CAP CORP(FSK)633,998689,899+55,90112,66113,1563.24%+495
META PLATFORMS INC(META)(Put)01,000+1,0000486+486
VANGUARD INDEX FDS6,3406,538+1982,7693,1430.77%+374
COINBASE GLOBAL INC(COIN)3,9573,978+216881,0550.26%+366
AMAZON COM INC(AMZN)12,01011,994-161,8252,1630.53%+339
SELECT SECTOR SPDR TR
ST STR TECHN ETF
2,9894,322+1,3335759000.22%+325
BELPOINTE PREP LLC27,91940,746+12,8272,1572,4810.61%+324
ISHARES TR
CORE MSCI EAFE
35,34237,637+2,2952,4862,7930.69%+307
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
06,499+6,49903030.07%+303
VANGUARD SPECIALIZED FUNDS01,464+1,46402670.07%+267
SELECT SECTOR SPDR TR
ST STR ENERG ETF
02,703+2,70302550.06%+255
VANECK ETF TRUST
SEMICONDUCTR ETF
01,129+1,12902540.06%+254
ISHARES TR01,113+1,11302510.06%+251
SPDR S&P 500 ETF TR(SPY)1,9912,287+2969471,1960.29%+250
SAMSARA INC(IOT)56,49556,49501,8862,1350.53%+249
BROADCOM INC(AVGO)1,0401,059+191,1611,4040.35%+243
WESTERN DIGITAL CORP.(WDC)03,509+3,50902390.06%+239
SELECT SECTOR SPDR TR
ST STR DISCR ETF
01,290+1,29002370.06%+237
ADVANCED MICRO DEVICES INC(AMD)01,285+1,28502320.06%+232
VANGUARD WORLD FD
INDUSTRIAL ETF
0932+93202270.06%+227
VANGUARD WORLD FD
FINANCIALS ETF
02,187+2,18702240.06%+224
SELECT SECTOR SPDR TR
ST STR INDL ETF
01,758+1,75802210.05%+221
MERCK & CO INC(MRK)01,671+1,67102200.05%+220
MICROSOFT CORP(MSFT)5,4925,429-632,0652,2840.56%+219
ISHARES TR11,14812,213+1,0651,1201,3330.33%+213
PGIM ETF TR
PGIM ULTRA SH BD
091,914+91,91404,5681.12%+4,568
UNITEDHEALTH GROUP INC(UNH)0417+41702060.05%+206
ISHARES TR01,874+1,87402040.05%+204
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
8,92411,969+3,0454916930.17%+202
EXXON MOBIL CORP01,726+1,72602010.05%+201
ISHARES TR030,292+30,29203,3480.82%+3,348
ALPHABET INC(GOOG)6,7867,461+6759481,1260.28%+178
ALPHABET INC(GOOG)3,2043,985+7814526070.15%+155
INVESCO QQQ TR1,9752,128+1538099450.23%+136
SCHWAB STRATEGIC TR4,9556,285+1,3303775070.12%+129
DISNEY WALT CO(DIS)2,7803,104+3242513800.09%+129
JPMORGAN CHASE & CO(JPM)3,2463,372+1265526750.17%+123
ISHARES TR13,36313,300-631,0041,1230.28%+119
BRISTOL-MYERS SQUIBB CO(BMY)016,798+16,79809110.22%+911
TEXAS PACIFIC LAND CORPORATI(TPL)02,103+2,10301,2170.30%+1,217
SELECT SECTOR SPDR TR
ST STR CARE ETF
2,2722,781+5093104110.10%+101
AIRBNB INC02,617+2,61704320.11%+432
BLACKROCK CAP ALLOCATION TER(BCAT)46,64947,570+9216977930.20%+95
SELECT SECTOR SPDR TR
ST STR FINL ETF
8,6489,835+1,1873254140.10%+89
JANUS DETROIT STR TR
HENDRSON AAA CL
035,010+35,01001,7760.44%+1,776
VANGUARD WORLD FD
INF TECH ETF
1,8131,839+268789640.24%+87
AMERICAN EXPRESS CO(AXP)1,1961,365+1692243110.08%+87
SCHWAB STRATEGIC TR12,10913,475+1,3664485260.13%+78
MARATHON PETE CORP(MPC)1,3841,38402052790.07%+74
NUSHARES ETF TR
NUVEEN ESG INTL
16,41017,634+1,2244835480.13%+65
BANK AMERICA CORP6,4497,427+9782172820.07%+64
VANGUARD WORLD FD
HEALTH CAR ETF
9901,154+1642483120.08%+64
VANGUARD WORLD FD
COMM SRVC ETF
2,3042,547+2432713340.08%+63
NUSHARES ETF TR
NUVEEN ESG LRGCP
5,2305,580+3503634260.10%+62
BLACKSTONE SECD LENDING FD(BXSL)15,87415,87404394940.12%+56
NUSHARES ETF TR
NUVEEN ESG LRGVL
8,4969,207+7113053580.09%+53
UNITED RENTALS INC(URI)425408-172442940.07%+50
UNUM GROUP(UNM)05,800+5,80003110.08%+311
ABBVIE INC(ABBV)01,621+1,62102950.07%+295
SALESFORCE INC(CRM)1,5921,536-564194630.11%+44
ISHARES TR
ESG AWARE MSCI
7,9518,583+6323023460.09%+43
LOWES COS INC(LOW)1,3261,327+12953380.08%+43
GOLDMAN SACHS GROUP INC(GS)586632+462262640.06%+38
PRUDENTIAL FINL INC(PFH)2,4082,434+262502860.07%+36
COLGATE PALMOLIVE CO(CL)3,2763,27602612950.07%+34
ISHARES TR1,4251,490+652482780.07%+31
ISHARES TR07,785+7,78504730.12%+473
VANGUARD TAX-MANAGED FDS4,9925,352+3602392690.07%+29
JOHNSON & JOHNSON(JNJ)02,376+2,37603760.09%+376
ISHARES TR04,487+4,48703580.09%+358
ISHARES TR1,7691,770+12923170.08%+25
HOME DEPOT INC(HD)945910-353273490.09%+22
WISDOMTREE TR(WT)05,559+5,55904240.10%+424
ELEVANCE HEALTH INC(ELV)426427+12012210.05%+20
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
1,7311,733+22732930.07%+20
MASTERCARD INCORPORATED(MA)556530-262372550.06%+18
ISHARES TR
MSCI USA MIN ETF
8,1317,784-3476346510.16%+16
COCA COLA CO(KO)3,7953,833+382242350.06%+11
Page 1 of 1