Fund HoldingsCHILDRESS CAPITAL ADVISORS, LLC

Total Portfolio Value
$355.09M
Total Bought
$42.35M
Total Sold
$29.38M
Net Transaction
+$12.97M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
VANGUARD WHITEHALL FDS056,508+56,50805,9511.68%+5,951
NVIDIA CORPORATION(NVDA)9,77895,198+85,4208,83511,7613.31%+2,926
APPLE INC(AAPL)051,250+51,250010,7943.04%+10,794
EXXON MOBIL CORP234,823250,482+15,65927,29628,8358.12%+1,540
ENERGY TRANSFER L P(ET)0639,807+639,807010,3782.92%+10,378
ALPHABET INC(GOOG)026,180+26,18004,7691.34%+4,769
VANGUARD WORLD FD
INF TECH ETF
02,178+2,17801,2560.35%+1,256
SHELL PLC(SHEL)7,19021,490+14,3004821,5510.44%+1,069
MICROSOFT CORP(MSFT)25,76326,307+54410,83911,7583.31%+919
CHEVRON CORP NEW(CVX)7,98513,820+5,8351,2592,1620.61%+902
BLACKSTONE MTG TR INC(BXMT)065,397+65,39701,1390.32%+1,139
FIDELITY COVINGTON TRUST547,507548,442+93524,80825,6567.23%+849
AMAZON COM INC(AMZN)27,73830,273+2,5355,0035,8501.65%+847
PFIZER INC(PFE)045,933+45,93301,2850.36%+1,285
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
137,884149,099+11,2157,4798,2752.33%+796
THERMO FISHER SCIENTIFIC INC(TMO)01,436+1,43607940.22%+794
SELECT SECTOR SPDR TR
ST STR CARE ETF
04,199+4,19906120.17%+612
CVS HEALTH CORP(CVS)4,55116,428+11,8773639700.27%+607
VANGUARD WORLD FD
INDUSTRIAL ETF
02,352+2,35205530.16%+553
FORD MTR CO DEL(F)042,207+42,20705290.15%+529
KRAFT HEINZ CO(KHC)015,752+15,75205080.14%+508
SPDR S&P 500 ETF TR(SPY)23,62223,629+712,35612,8593.62%+503
SELECT SECTOR SPDR TR
ST STR SVC ETF
05,705+5,70504890.14%+489
TARGA RES CORP(TRGP)35,01634,140-8763,9214,3971.24%+475
SELECT SECTOR SPDR TR
ST STR DISCR ETF
02,533+2,53304620.13%+462
USA COMPRESSION PARTNERS LP(USAC)019,400+19,40004600.13%+460
ENTERPRISE PRODS PARTNERS L(EPD)173,978190,867+16,8895,0775,5311.56%+455
BROADCOM INC(AVGO)1,3361,380+441,7712,2150.62%+444
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
85,45794,122+8,6654,3114,7501.34%+439
SELECT SECTOR SPDR TR
ST STR FINL ETF
010,452+10,45204300.12%+430
VERIZON COMMUNICATIONS INC(VZ)8,81619,344+10,5283707980.22%+428
CISCO SYS INC(CSCO)027,008+27,00801,2830.36%+1,283
ALPHABET INC(GOOG)12,56312,309-2541,9132,2580.64%+345
ELI LILLY &CO(LLY)2,2802,340+601,7742,1190.60%+345
KINDER MORGAN INC DEL(KMI)016,807+16,80703340.09%+334
TESLA INC(TSLA)06,922+6,92201,3700.39%+1,370
MAIN STR CAP CORP(MAIN)118,675116,610-2,0655,6155,8881.66%+273
AT&T INC(T)028,877+28,87705520.16%+552
CUMMINS INC(CMI)0963+96302670.08%+267
SELECT SECTOR SPDR TR
ST STR ENERG ETF
02,884+2,88402630.07%+263
KIMBERLY-CLARK CORP(KMB)01,887+1,88702610.07%+261
META PLATFORMS INC(META)7,7477,962+2153,7624,0151.13%+253
PROCTER AND GAMBLE CO(PG)8,3459,736+1,3911,3541,6060.45%+252
CROWN CASTLE INC(CCI)05,371+5,37105250.15%+525
VANGUARD WORLD FD
CONSUM STP ETF
01,207+1,20702450.07%+245
EMERSON ELEC CO(EMR)02,160+2,16002380.07%+238
TIDAL ETF TR091,510+91,51003,7021.04%+3,702
PALO ALTO NETWORKS INC(PANW)0686+68602330.07%+233
MEDTRONIC PLC(MDT)02,911+2,91102290.06%+229
ISHARES TR02,867+2,86702250.06%+225
COLGATE PALMOLIVE CO(CL)02,278+2,27802210.06%+221
WELLTOWER INC(WELL)02,067+2,06702160.06%+216
MARSH &MCLENNAN COS INC(MRSH)01,014+1,01402140.06%+214
CONSTELLATION ENERGY CORP(CEG)01,042+1,04202090.06%+209
NETAPP INC(NTAP)01,610+1,61002070.06%+207
ISHARES TR0566+56602060.06%+206
CINTAS CORP(CTAS)0294+29402060.06%+206
GENERAL DYNAMICS CORP(GD)0693+69302010.06%+201
SYNOPSYS INC(SNPS)0337+33702010.06%+201
LAM RESEARCH CORP(LRCX)416554+1384045900.17%+186
COSTCO WHSL CORP NEW(COST)1,1781,214+368631,0320.29%+169
TEXAS INSTRS INC(TXN)2,3432,963+6204085760.16%+168
UNITEDHEALTH GROUP INC(UNH)02,422+2,42201,2330.35%+1,233
FIDELITY COVINGTON TRUST0102,450+102,45004,3481.22%+4,348
NETFLIX INC(NFLX)1,6251,639+149871,1060.31%+119
COCA COLA CO(KO)013,874+13,87408830.25%+883
VANGUARD INDEX FDS6,6386,592-463,1913,2970.93%+106
TAIWAN SEMICONDUCTOR MFG LTD(TSM)2,7912,79103804850.14%+105
QUALCOMM INC(QCOM)2,6932,767+744565510.16%+95
ADOBE INC(ADBE)02,164+2,16401,2020.34%+1,202
WALMART INC(WMT)09,180+9,18006220.18%+622
JPMORGAN CHASE &CO.(JPM)7,7788,162+3841,5581,6510.46%+93
WELLS FARGO CO NEW(WFC)10,48011,760+1,2806076980.20%+91
APPLIED MATLS INC3,2613,232-296737630.21%+90
GILEAD SCIENCES INC(GILD)05,761+5,76103950.11%+395
AMGEN INC(AMGN)01,982+1,98206190.17%+619
LOCKHEED MARTIN CORP(LMT)0792+79203700.10%+370
ORACLE CORP(ORCL)4,5954,659+645776580.19%+81
DUKE ENERGY CORP NEW(DUK)03,641+3,64103650.10%+365
ARISTA NETWORKS INC786865+792283030.09%+75
MERCK &CO INC(MRK)10,99112,316+1,3251,4501,5250.43%+74
CHENIERE ENERGY INC(LNG)05,294+5,29409260.26%+926
INTUITIVE SURGICAL INC1,5851,579-66337020.20%+70
PEPSICO INC(PEP)06,398+6,39801,0550.30%+1,055
SOUTHERN CO(SO)05,169+5,16904010.11%+401
MPLX LP(MPLX)61,25761,25702,5462,6090.73%+63
PHILIP MORRIS INTL INC(PM)03,857+3,85703910.11%+391
NEXTERA ENERGY INC(NEE)05,233+5,23303710.10%+371
TXO PARTNERS LP025,124+25,12405070.14%+507
AMERICAN TOWER CORP NEW(AMT)02,053+2,05303990.11%+399
KLA CORP(KLAC)467459-83263780.11%+52
RTX CORPORATION(RTX)3,9494,329+3803854350.12%+49
MICRON TECHNOLOGY INC(MU)3,0313,081+503574050.11%+48
KENVUE INC(KVUE)017,202+17,20203130.09%+313
UNITED PARCEL SERVICE INC(UPS)03,246+3,24604440.13%+444
SEMPRA(SRE)03,303+3,30302510.07%+251
NUVEEN AMT FREE QLTY MUN INC0108,500+108,50001,2430.35%+1,243
FREEPORT-MCMORAN INC(FCX)8,1888,790+6023854270.12%+42
MORGAN STANLEY(MS)05,049+5,04904910.14%+491
BOSTON SCIENTIFIC CORP(BSX)05,745+5,74504420.12%+442
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