Fund HoldingsCarmel Capital Partners, LLC

Total Portfolio Value
$254.31M
Total Bought
$33.79M
Total Sold
$22.22M
Net Transaction
+$11.58M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2029
0293,461+293,46105,4382.14%+5,438
CAPITAL GRP FIXED INCM ETF T
US MULTI-SECTOR
0198,166+198,16605,4102.13%+5,410
WISDOMTREE TR(WT)0694,600+694,600034,95913.75%+34,959
DOLLAR GEN CORP NEW(DG)022,193+22,19301,9510.77%+1,951
MILLROSE PPTYS INC(MRP)072,686+72,68601,9270.76%+1,927
MERCADOLIBRE INC(MELI)0834+83401,6270.64%+1,627
GITLAB INC(GTLB)030,851+30,85101,4500.57%+1,450
ISHARES TR222,608247,149+24,5414,8765,4992.16%+623
INVESCO EXCH TRD SLF IDX FD
INVSCO BLSH 28
252,255272,365+20,1105,0785,5432.18%+465
STARWOOD PPTY TR INC(STWD)147,408164,623+17,2152,7933,2551.28%+461
ISHARES TR08,447+8,44708360.33%+836
INVESCO EXCH TRD SLF IDX FD
BULSHS 2027 CB
262,476281,868+19,3925,1135,5222.17%+409
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 CB
263,046281,707+18,6615,1115,4882.16%+377
CARRIER GLOBAL CORPORATION(CARR)023,374+23,37401,4820.58%+1,482
INTERCONTINENTAL EXCHANGE IN(ICE)010,800+10,80001,8630.73%+1,863
VANECK ETF TRUST
PREFERRED SECURT
428,239459,395+31,1567,3877,6993.03%+312
VANGUARD TAX-MANAGED FDS9,19714,701+5,5044407470.29%+307
VANGUARD INDEX FDS1,5552,691+1,1364517400.29%+289
ALCOA CORP(AA)22,66237,546+14,8848561,1450.45%+289
INGERSOLL RAND INC(IR)15,03320,576+5,5431,3601,6470.65%+287
NEWMONT CORP(NEM)05,378+5,37802600.10%+260
BAXTER INTL INC33,01135,558+2,5479631,2170.48%+255
UBER TECHNOLOGIES INC(UBER)28,61526,989-1,6261,7261,9660.77%+240
NORTHROP GRUMMAN CORP(NOC)0426+42602180.09%+218
VANGUARD INDEX FDS0418+41802150.08%+215
CROWN HLDGS INC(CCK)018,859+18,85901,6830.66%+1,683
VANGUARD INTL EQUITY INDEX F04,674+4,67402120.08%+212
DEVON ENERGY CORP NEW(DVN)05,394+5,39402020.08%+202
BERKSHIRE HATHAWAY INC DEL02,390+2,39001,2730.50%+1,273
OCCIDENTAL PETE CORP(OXY)35,91139,519+3,6081,7741,9510.77%+176
HCA HEALTHCARE INC(HCA)05,092+5,09201,7600.69%+1,760
SCHWAB CHARLES CORP(SCHW)28,45129,141+6902,1062,2810.90%+176
SEA LTD(SE)6,5006,50006908480.33%+159
LKQ CORP(LKQ)035,422+35,42201,5070.59%+1,507
SPDR SER TR
ST STR P500ETF
3,5825,682+2,1002473740.15%+127
ABBVIE INC(ABBV)03,727+3,72707810.31%+781
WELLTOWER INC(WELL)4,5404,467-735726840.27%+112
BLUE OWL CAPITAL CORPORATION(OBDC)170,987183,228+12,2412,5852,6861.06%+101
VICI PPTYS INC(VICI)027,464+27,46408960.35%+896
KONINKLIJKE PHILIPS N V(PHG)056,457+56,45701,4340.56%+1,434
MORGAN STANLEY(MS)9,28110,754+1,4731,1671,2550.49%+88
DOORDASH INC(DASH)2,9713,173+2024985800.23%+82
API GROUP CORP(APG)63,56266,162+2,6002,2862,3660.93%+80
BERKLEY W R CORP6,2656,269+43674460.18%+79
CARDINAL HEALTH INC(CAH)3,9693,96904695470.22%+77
MARKEL GROUP INC(MKL)53653609251,0020.39%+77
VENTAS INC(VTR)7,9477,859-884685400.21%+72
EXXON MOBIL CORP06,087+6,08707240.28%+724
ABBOTT LABS3,5633,548-154034710.19%+68
LABCORP HOLDINGS INC(LH)6,6056,781+1761,5151,5780.62%+64
AMERICAN ELEC PWR CO INC03,522+3,52203850.15%+385
MCDONALDS CORP(MCD)02,390+2,39007470.29%+747
CROWN CASTLE INC(CCI)04,012+4,01204180.16%+418
CHEVRON CORP NEW(CVX)2,6682,622-463864390.17%+52
PROCTER AND GAMBLE CO(PG)2,1242,394+2703564080.16%+52
ELI LILLY & CO(LLY)0649+64905360.21%+536
SPROTT PHYSICAL GOLD & SILVE(CEF)10,60610,60602523010.12%+49
NETSTREIT CORP(NTST)026,050+26,05004130.16%+413
AGREE RLTY CORP6,8946,824-704865270.21%+41
PAYCHEX INC(PAYX)2,1782,220+423053430.13%+37
VERIZON COMMUNICATIONS INC(VZ)6,8306,83002733100.12%+37
PPL CORP(PPL)8,7108,722+122833150.12%+32
AFLAC INC(AFL)03,946+3,94604390.17%+439
COSTCO WHSL CORP NEW(COST)579592+135315600.22%+29
ENTERPRISE PRODS PARTNERS L(EPD)9,3499,34902933190.13%+26
NNN REIT INC(NNN)012,187+12,18705200.20%+520
JPMORGAN CHASE & CO.(JPM)3,5463,562+168508740.34%+24
PROLOGIS INC.(PLD)03,950+3,95004420.17%+442
TECHNIPFMC PLC(FTI)07,500+7,50002380.09%+238
QUALCOMM INC(QCOM)016,506+16,50602,5351.00%+2,535
JBG SMITH PPTYS(JBGS)026,910+26,91004340.17%+434
BRISTOL-MYERS SQUIBB CO(BMY)3,7483,749+12122290.09%+17
KEURIG DR PEPPER INC(KDP)07,864+7,86402690.11%+269
ST JOE CO(JOE)08,439+8,43903960.16%+396
ON SEMICONDUCTOR CORP(ON)26,79841,841+15,0431,6901,7030.67%+13
MEDTRONIC PLC(MDT)3,5703,263-3072852930.12%+8
VISA INC(V)1,041958-833293360.13%+7
ADEIA INC(ADEA)012,904+12,90401710.07%+171
AIR PRODS & CHEMS INC95195102762800.11%+5
L3HARRIS TECHNOLOGIES INC(LHX)01,271+1,27102660.10%+266
CUBESMART(CUBE)010,168+10,16804340.17%+434
LIBERTY MEDIA CORP DEL(FWONA)15,56316,047+4841,4421,4440.57%+2
ISHARES TR44,50044,50001,0381,0400.41%+2
EOS ENERGY ENTERPRISES INC(EOSE)10,00012,450+2,45049470.02%-2
NEXTERA ENERGY INC(NEE)03,721+3,72102640.10%+264
BROOKFIELD RENEWABLE CORP(BEPC)39,61939,171-4481,0961,0940.43%-2
EQUITY LIFESTYLE PPTYS INC(ELS)6,5336,468-654354310.17%-4
EQUITY RESIDENTIAL(EQR)6,6276,576-514764710.19%-5
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
04,142+4,14203520.14%+352
W & T OFFSHORE INC055,000+55,0000850.03%+85
EXTRA SPACE STORAGE INC(EXR)04,404+4,40406540.26%+654
MAIN STR CAP CORP(MAIN)4,1704,17002442360.09%-8
ISHARES TR36036002122020.08%-10
ISHARES TR71771702312200.09%-11
TEXAS INSTRS INC(TXN)1,7311,742+113253130.12%-12
WALMART INC(WMT)6,0216,062+415445320.21%-12
PALO ALTO NETWORKS INC(PANW)01,908+1,90803260.13%+326
MICRON TECHNOLOGY INC(MU)18,38517,604-7811,5471,5300.60%-18
ALEXANDRIA REAL ESTATE EQ IN3,7953,794-13703510.14%-19
SCHWAB STRATEGIC TR18,03018,010-204183980.16%-20
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