Fund HoldingsGRAHAM CAPITAL WEALTH MANAGEMENT, LLC

Total Portfolio Value
$37.93M
Total Bought
$12.92M
Total Sold
$17.82M
Net Transaction
-$4.90M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
CHENIERE ENERGY INC(LNG)014,221+14,22102,4286.40%+2,428
DOLLAR GEN CORP NEW(DG)015,928+15,92802,1655.71%+2,165
ISHARES GOLD TR(IAU)298,609333,274+34,66510,86612,99134.25%+2,124
WARRIOR MET COAL INC(HCC)029,080+29,08001,7734.67%+1,773
DOMINION ENERGY INC(D)9,78744,338+34,5515072,0845.49%+1,577
ACHARI VENTURES HLDGS CORP I095,162+95,16201,0362.73%+1,036
EOG RES INC(EOG)11,58715,658+4,0711,3261,8944.99%+568
SOUND FINL BANCORP INC06,402+6,40202500.66%+250
AMAZON COM INC(AMZN)01,451+1,45102200.58%+220
ALPHABET INC(GOOG)11,30511,083-2221,3531,5484.08%+195
EQUITY COMWLTH010,137+10,13701950.51%+195
SWEETGREEN INC012,285+12,28501390.37%+139
MICROSOFT CORP(MSFT)2,5382,570+328649662.55%+102
PROSPECT CAP CORP(PSEC)0100,000+100,00001000.26%+100
BOOKING HOLDINGS INC(BKNG)10810802923831.01%+91
OKTA INC(OKTA)098,000+98,0000900.24%+90
BERKLEY W R CORP4,6854,68502793310.87%+52
JPMORGAN CHASE & CO(JPM)1,6051,650+452332810.74%+47
THE CIGNA GROUP(CI)1,1901,184-63343550.93%+21
HOME DEPOT INC(HD)1,3531,272-814204411.16%+21
NUVASIVE INC(GMED)014,000+14,0000130.03%+13
AETHERIUM ACQUISITION CORP19,30018,800-5002032040.54%+2
STRYKER CORPORATION(SYK)920930+102812760.73%-5
PROCTER AND GAMBLE CO(PG)1,4631,398-652222050.54%-17
PEPSICO INC(PEP)1,8751,895+203473220.85%-25
GABELLI EQUITY TR INC(GAB)11,2830-11,283650-65
NEXTERA ENERGY INC(NEE)6,8517,275+4245084421.17%-66
INFINT ACQUISITION CORP53,47445,426-8,0485765101.34%-67
GLOBAL PARTNER ACQISTN CORP39,48536,054-3,4314193440.91%-75
EDIFY ACQUISITION CORP38,54729,165-9,3824083240.85%-84
BANNIX ACQUISITION CORP75,06865,318-9,7507847001.84%-85
LIBERTY RES ACQUISITION CORP21,16313,180-7,9832291440.38%-85
BRIDGETOWN HOLDINGS LTD10,0000-10,0001030-103
MAGNUM OPUS ACQUISITION LTD10,3700-10,3701080-108
VERMILION ENERGY INC(VET)128,881124,019-4,8621,6051,4963.94%-109
ARISZ ACQUISITION CORP28,73717,546-11,1913041910.50%-112
KINETIK HOLDINGS INC(KNTK)57,26054,669-2,5912,0121,8264.81%-186
QUANTUM FINTECH ACQUISTIN CO25,3230-25,3232630-263
BRILLIANT ACQUISITION CORP24,8660-24,8662810-281
KERNEL GROUP HOLDINGS INC74,80441,257-33,5477844431.17%-341
STONEBRIDGE ACQUISITION CORP32,8530-32,8533560-356
AIB ACQUISITION CORPORATION35,0570-35,0573800-380
NEW MTN FIN CORP424,0000-424,0004210-421
FIRST HORIZON CORPORATION(FHN)48,6340-48,6345480-548
APPLE INC(AAPL)6,6472,819-3,8281,2895431.43%-747
FLEETCOR TECHNOLOGIES INC4,7880-4,7881,2020-1,202
NORTHERN REVIVAL ACQUISITION124,1410-124,1411,3060-1,306
COSTAMARE INC(CMRE)182,1620-182,1621,7620-1,762
SCHWAB CHARLES CORP(SCHW)33,5960-33,5961,9040-1,904
DATA KNIGHTS ACQUISITION COR178,6630-178,6631,9460-1,946
GOAL ACQUISITIONS CORP234,9540-234,9542,4390-2,439
EDOC ACQUISITION CORP259,34524,085-235,2602,8712780.73%-2,593
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