Fund HoldingsGRAHAM CAPITAL WEALTH MANAGEMENT, LLC

Total Portfolio Value
$97.67M
Total Bought
$24.22M
Total Sold
$3.73M
Net Transaction
+$20.49M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
SILA REALTY TRUST INC0170,190+170,19004,3044.41%+4,304
NAVIGATOR HLDGS LTD(NVGS)0214,298+214,29803,4443.53%+3,444
WP CAREY INC(WPC)050,926+50,92603,1733.25%+3,173
COMMUNITY HEALTHCARE TR INC0146,016+146,01602,6502.71%+2,650
KOSMOS ENERGY LTD(KOS)0606,104+606,10402,4432.50%+2,443
REXFORD INDL RLTY INC(REXR)044,029+44,02902,2152.27%+2,215
ISHARES GOLD TR(IAU)316,448311,104-5,34413,89915,46215.83%+1,563
EQV VENTURES ACQUISITION COR065,515+65,51506510.67%+651
DOMINION ENERGY INC(D)46,46747,735+1,2682,2772,7592.82%+482
CF BANKSHARES INC147,860148,783+9232,7743,2213.30%+447
VOYAGER ACQUISITION CORP
UNIT 99/99/9999
042,325+42,32504230.43%+423
ENBRIDGE INC(ENB)59,78562,051+2,2662,1282,5202.58%+392
ISHARES TR0642+64203700.38%+370
MID-AMER APT CMNTYS INC(MAA)22,40022,428+283,1943,5643.65%+369
CAMDEN PPTY TR(CPT)23,28823,363+752,5412,8862.95%+345
PEABODY ENERGY CORP(BTU)09,528+9,52802530.26%+253
NVIDIA CORPORATION(NVDA)01,894+1,89402300.24%+230
FRANCO NEV CORP(FNV)21,18321,955+7722,5112,7282.79%+217
CATALYST BANCORP INC160,331179,947+19,6161,8572,0512.10%+195
LAUNCH ONE ACQUISITION CORP018,068+18,06801810.18%+181
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
012,388+12,38801660.17%+166
KINETIK HOLDINGS INC(KNTK)49,89449,143-7512,0682,2242.28%+157
CHENIERE ENERGY INC(LNG)29,39029,439+495,1385,2945.42%+156
WARRIOR MET COAL INC(HCC)46,47447,545+1,0712,9173,0383.11%+121
APPLE INC(AAPL)2,9863,150+1646297340.75%+105
BLUE RIDGE BANKSHARES INC VA033,791+33,7910950.10%+95
NEXTERA ENERGY INC(NEE)7,2877,211-765166100.62%+94
HOME DEPOT INC(HD)1,2721,252-204385070.52%+69
EQUITY COMWLTH212,277210,340-1,9374,1184,1864.29%+68
BAYFIRST FINANCIAL CORP45,35544,694-6615275880.60%+61
PHILIP MORRIS INTL INC(PM)3,0683,024-443113670.38%+56
SOUND FINL BANCORP INC5,8325,530-3022512960.30%+45
BOOKING HOLDINGS INC(BKNG)108110+24284630.47%+35
EQUITY COMWLTH102,674102,569-1052,5582,5902.65%+32
META PLATFORMS INC(META)39839802012280.23%+27
BERKLEY W R CORP3,7855,677+1,8922973220.33%+25
OKTA INC(OKTA)023,000+23,0000210.02%+21
OKTA INC(OKTA)98,000119,000+21,000921130.12%+21
VANGUARD INDEX FDS455486+312372560.26%+20
JPMORGAN CHASE & CO.(JPM)1,6501,672+223343530.36%+19
THE CIGNA GROUP(CI)1,1841,18403914100.42%+19
MFS INVT GRADE MUN TR
SH BEN INT
65,91865,155-7635215360.55%+15
MFS HIGH YIELD MUN TR83,16881,353-1,8152852980.31%+13
PROCTER AND GAMBLE CO(PG)1,3811,38102282390.24%+11
SPECIAL OPPORTUNITIES FD INC25,19925,054-1455865950.61%+9
TJX COS INC NEW(TJX)1,8501,800-502042120.22%+8
PEPSICO INC(PEP)1,8811,831-503103110.32%+1
NUVASIVE INC(GMED)14,00014,000013140.01%0
EOG RES INC(EOG)19,10919,550+4412,4052,4032.46%-2
AMAZON COM INC(AMZN)1,4321,466+342772730.28%-4
OLD SECOND BANCORP INC ILL(OSBC)47,01944,110-2,9096966880.70%-9
PROSPECT CAP CORP(PSEC)181,000171,000-10,0001801710.18%-9
BANNIX ACQUISITION CORP61,27558,873-2,4026746530.67%-21
MICROSOFT CORP(MSFT)1,7111,71107657360.75%-28
COTERRA ENERGY INC78,01783,569+5,5522,0812,0012.05%-79
TC BANCSHARES INC10,7520-10,7521450-145
CULLMAN BANCORP INC16,6550-16,6551710-171
VERMILION ENERGY INC(VET)120,470117,886-2,5841,3261,1521.18%-175
ALPHABET INC(GOOG)10,89110,796-951,9841,7911.83%-193
ISHARES TR1,5830-1,5832020-202
BRITISH AMERN TOB PLC(BTI)7,7580-7,7582400-240
ISHARES TR
MSCI USA MIN ETF
72,63062,716-9,9146,0985,7275.86%-371
DOLLAR GEN CORP NEW(DG)15,51317,533+2,0202,0511,4831.52%-568
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