Fund HoldingsHedges Asset Management LLC

Total Portfolio Value
$151.51M
Total Bought
$8.91M
Total Sold
$6.41M
Net Transaction
+$2.49M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
BOEING CO(BA)25,87531,420+5,5453,9345,5613.67%+1,627
ABRDN PLATINUM ETF TRUST011,100+11,10009220.61%+922
GLACIER BANCORP INC NEW(GBCI)296,823285,223-11,60013,56514,3249.45%+759
SOUTHWEST AIRLS CO(LUV)133,400136,700+3,3003,9534,5963.03%+643
LINDBLAD EXPEDITIONS HLDGS I(LIND)0190,000+190,00002,2531.49%+2,253
IMAX CORP81,10083,600+2,5001,6632,1401.41%+477
NUTRIEN LTD(NTR)010,500+10,50004700.31%+470
DOW INC(DOW)19,70037,000+17,3001,0761,4850.98%+409
SHAKE SHACK INC(SHAK)22,50020,825-1,6752,3222,7031.78%+381
TARGET CORP(TGT)3,9507,050+3,1006169530.63%+337
HONDA MOTOR LTD(HMC)14,60028,000+13,4004637990.53%+336
PENN ENTERTAINMENT INC(PENN)0204,650+204,65004,0562.68%+4,056
FORD MTR CO(F)81,200113,700+32,5008571,1260.74%+268
PARAMOUNT GLOBAL30,70055,200+24,5003265770.38%+251
ALASKA AIR GROUP INC12,50012,50005658090.53%+244
DELTA AIR LINES INC DEL(DAL)03,700+3,70002240.15%+224
DUTCH BROS INC(BROS)11,40011,100-3003655810.38%+216
WILLIAMS COS INC(WMB)24,40024,40001,1141,3210.87%+207
SCHWAB CHARLES CORP(SCHW)021,000+21,00001,5541.03%+1,554
CINEMARK HLDGS INC(CNK)57,00057,00001,5871,7661.17%+179
BARCLAYS PLC153,300153,30001,8632,0371.34%+175
WARNER BROS DISCOVERY INC(WBD)077,000+77,00008140.54%+814
BRISTOL-MYERS SQUIBB CO(BMY)37,10036,600-5001,9202,0701.37%+151
DISNEY WALT CO(DIS)10,45010,250-2001,0051,1410.75%+136
ENVISTA HOLDINGS CORPORATION(NVST)46,80053,300+6,5009251,0280.68%+103
VIATRIS INC(VTRS)107,000108,000+1,0001,2421,3450.89%+102
ROGERS CORP(ROG)2,6003,550+9502943610.24%+67
NUTANIX INC(NTNX)34,40034,40002,0382,1051.39%+66
KINDER MORGAN INC DEL(KMI)12,50012,50002763430.23%+66
HOWMET AEROSPACE INC(HWM)11,60011,200-4001,1631,2250.81%+62
FEDEX CORP(FDX)07,250+7,25002,0401.35%+2,040
ADVISORSHARES TR
PURE US CANN ETF
21,50054,500+33,0001542080.14%+53
ON HLDG AG(ONON)10,10010,10005075530.37%+47
EDWARDS LIFESCIENCES CORP03,900+3,90002890.19%+289
PAYPAL HLDGS INC(PYPL)4,1004,10003203500.23%+30
BP PLC(BP)095,577+95,57702,8251.86%+2,825
GRANITE CONSTR INC(GVA)3,0003,00002382630.17%+25
CHEVRON CORP NEW(CVX)013,600+13,60001,9701.30%+1,970
CAMECO CORP(CCJ)4,8004,80002292470.16%+17
CNH INDL N V
SHS
70,00070,00007777930.52%+16
LITHIUM AMERS CORP NEW(LAC)50,00050,00001351490.10%+14
AIRBNB INC2,8502,85003613750.25%+13
AT&T INC(T)17,00017,00003743870.26%+13
WABTEC(WAB)1,6501,65003003130.21%+13
TELEFONAKTIEBOLAGET LM ERICS(ERIC)18,00018,00001361450.10%+9
SKECHERS U S A INC5,3005,30003553560.24%+2
MAG SILVER CORP(Call)250-2500-0
CRISPR THERAPEUTICS AG(CRSP)(Call)120-1210-1
BANK AMERICA CORP26,60024,000-2,6001,0551,0550.70%-1
ETFS GOLD TR(SGOL)10,00010,00002512510.17%-1
SCHLUMBERGER LTD(SLB)(Call)250-2510-1
SHAKE SHACK INC(SHAK)(Call)150-1520-2
NEWMONT CORP(NEM)(Call)290-2920-2
LYFT INC(LYFT)124,000122,300-1,7001,5811,5781.04%-3
GE VERNOVA INC(GEV)7,4755,775-1,7001,9061,9001.25%-6
CORTEVA INC(CTVA)04,000+4,00002280.15%+228
INTERNATIONAL BUSINESS MACHS(IBM)10,00010,00002,2112,1981.45%-12
EBAY INC.(EBAY)04,000+4,00002480.16%+248
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
3,5003,50006276130.40%-14
MCDONALDS CORP(MCD)1,0001,00003052900.19%-15
CONOCOPHILLIPS(COP)2,4002,40002532380.16%-15
ISHARES TR11,40011,40003623470.23%-15
WHEATON PRECIOUS METALS CORP(WPM)4,0004,00002442250.15%-19
SPDR INDEX SHS FDS
ST STR EU 50 ETF
5,0005,00002662410.16%-25
VANGUARD INTL EQUITY INDEX F4,6004,60002902640.17%-26
ISHARES SILVER TR(SLV)12,50012,50003553290.22%-26
3M CO(MMM)3,8003,80005194910.32%-29
BARRICK GOLD CORP39,50048,300+8,8007867490.49%-37
MEDTRONIC PLC(MDT)3,9003,90003513120.21%-40
ISHARES TR6,5006,50003793380.22%-40
MAG SILVER CORP95,30095,30001,3381,2960.86%-42
SPROTT PHYSICAL SILVER TR(PSLV)54,00054,00005645210.34%-43
JOHNSON & JOHNSON(JNJ)3,2003,250+505194700.31%-49
COCA COLA CO(KO)05,200+5,20003240.21%+324
ISHARES TR35,00035,00008668160.54%-50
TYSON FOODS INC(TSN)27,20027,20001,6201,5621.03%-58
ELANCO ANIMAL HEALTH INC(ELAN)95,500110,500+15,0001,4031,3380.88%-65
WELLS FARGO CO NEW(WFC)34,10026,500-7,6001,9261,8611.23%-65
PROSHARES TR
SHORT QQQ
92,50095,700+3,2003,6483,5792.36%-69
WISDOMTREE TR(WT)10,00010,00006355660.37%-69
ALIBABA GROUP HLDG LTD(BABA)3,7753,875+1004013290.22%-72
BROOKDALE SR LIVING INC(BKD)207,000265,000+58,0001,4061,3330.88%-73
ORGANON & CO(OGN)017,500+17,50002610.17%+261
BAIDU INC3,4253,325-1003612800.19%-80
FIGS INC(FIGS)126,500126,50008657830.52%-82
FMC CORP(FMC)16,00020,000+4,0001,0559720.64%-83
MGM RESORTS INTERNATIONAL(MGM)019,000+19,00006580.43%+658
KRANESHARES TRUST18,00018,00006125260.35%-86
LOEWS CORP(L)21,00018,500-2,5001,6601,5671.03%-93
UNITED PARCEL SERVICE INC(UPS)11,20011,20001,5271,4120.93%-115
NEWMONT CORP(NEM)17,85022,450+4,6009548360.55%-118
WEYERHAEUSER CO MTN BE(WY)22,00022,00007456190.41%-126
INTERNATIONAL FLAVORS&FRAGRA(IFF)6,3006,30006615330.35%-128
CRISPR THERAPEUTICS AG(CRSP)23,15024,350+1,2001,0889580.63%-129
GOODYEAR TIRE & RUBR CO(GT)97,00079,000-18,0008587110.47%-147
SOCIEDAD QUIMICA Y MINERA DE(SQM)30,70030,70001,2801,1160.74%-163
NEW GOLD INC CDA412,500412,50001,1881,0230.68%-165
SCHLUMBERGER LTD(SLB)51,20051,20002,1481,9631.30%-185
SPROTT PHYSICAL GOLD TR(PHYS)95,00086,500-8,5001,9361,7421.15%-194
VANGUARD INDEX FDS1,0000-1,0002010-201
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