Fund HoldingsGRAHAM CAPITAL WEALTH MANAGEMENT, LLC

Total Portfolio Value
$116.01M
Total Bought
$42.88M
Total Sold
$27.31M
Net Transaction
+$15.56M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
ALDEL FINL II INC
UNIT 09/26/2031
0454,185+454,18504,5693.94%+4,569
SUMMIT MIDSTREAM CORPORATION081,023+81,02303,0612.64%+3,061
NEXTERA ENERGY PARTNERS LP(XIFR)0168,706+168,70603,0032.59%+3,003
BRISTOW GROUP INC(VTOL)086,568+86,56802,9692.56%+2,969
HORIZON SPACE ACQUISITION II0291,368+291,36802,9252.52%+2,925
UDR INC(UDR)063,241+63,24102,7452.37%+2,745
AMERICAN TOWER CORP NEW(AMT)014,274+14,27402,6182.26%+2,618
MR COOPER GROUP INC023,707+23,70702,2761.96%+2,276
A SPAC III ACQUISITION CORP
UNIT 02/15/2029
0223,716+223,71602,2531.94%+2,253
SITE CTRS CORP0145,583+145,58302,2261.92%+2,226
DEVON ENERGY CORP NEW(DVN)063,925+63,92502,0921.80%+2,092
COHEN CIRCLE ACQUISITION COR0169,746+169,74601,7181.48%+1,718
BLUE RIDGE BANKSHARES INC VA33,791522,478+488,687951,6821.45%+1,588
FACT II ACQUISITION CORP
UNIT 99/99/9999
0143,523+143,52301,4321.23%+1,432
COMMUNITY HEALTHCARE TR INC146,016192,233+46,2172,6503,6933.18%+1,043
CHENIERE ENERGY INC(LNG)29,43929,235-2045,2946,2825.41%+987
REXFORD INDL RLTY INC(REXR)44,02980,948+36,9192,2153,1292.70%+914
EOG RES INC(EOG)19,55025,035+5,4852,4033,0692.65%+666
WILLOW LANE ACQUISITION CORP
UNIT 99/99/9999
065,857+65,85706570.57%+657
CF BANKSHARES INC148,783148,174-6093,2213,7843.26%+563
NEWBURY STR II ACQUISITION C
UNIT 10/23/2029
055,230+55,23005520.48%+552
KINETIK HOLDINGS INC(KNTK)49,14348,834-3092,2242,7692.39%+545
COTERRA ENERGY INC83,56993,675+10,1062,0012,3922.06%+391
SPDR S&P 500 ETF TR(SPY)0600+60003510.30%+351
DYNAMIX CORP030,500+30,50003030.26%+303
ISHARES TR02,365+2,36502520.22%+252
ALPHABET INC(GOOG)10,79610,736-601,7912,0321.75%+242
EQT CORP(EQT)04,724+4,72402180.19%+218
NETFLIX INC(NFLX)0227+22702020.17%+202
VANGUARD INDEX FDS486839+3532564520.39%+196
ENBRIDGE INC(ENB)62,05162,232+1812,5202,6402.28%+121
KOSMOS ENERGY LTD(KOS)606,104746,698+140,5942,4432,5542.20%+111
TAVIA ACQUISITION CORP
UNIT 99/99/9999
010,000+10,00001000.09%+100
CATALYST BANCORP INC179,947182,506+2,5592,0512,1481.85%+97
BOOKING HOLDINGS INC(BKNG)11011004635470.47%+83
APPLE INC(AAPL)3,1503,15007347890.68%+55
JPMORGAN CHASE & CO.(JPM)1,6721,675+33534020.35%+49
AMAZON COM INC(AMZN)1,4661,46602733220.28%+48
TJX COS INC NEW(TJX)1,8002,138+3382122580.22%+47
NVIDIA CORPORATION(NVDA)1,8941,901+72302550.22%+25
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
12,38814,737+2,3491661910.17%+25
OKTA INC(OKTA)119,000134,000+15,0001131290.11%+16
BERKLEY W R CORP5,6775,67703223320.29%+10
EQV VENTURES ACQUISITION COR65,51565,374-1416516590.57%+8
ISHARES TR64264203703780.33%+8
SPECIAL OPPORTUNITIES FD INC25,05425,05405956020.52%+7
META PLATFORMS INC(META)39839802282330.20%+5
VOYAGER ACQUISITION CORP
UNIT 99/99/9999
42,32542,082-2434234250.37%+1
LAUNCH ONE ACQUISITION CORP18,06818,015-531811820.16%+1
NUVASIVE INC(GMED)14,00014,000014140.01%0
OKTA INC(OKTA)23,00023,000021210.02%0
PEABODY ENERGY CORP(BTU)9,52812,072+2,5442532530.22%-0
PROSPECT CAP CORP(PSEC)171,000171,00001711690.15%-2
PROCTER AND GAMBLE CO(PG)1,3811,384+32392320.20%-7
SOUND FINL BANCORP INC5,5305,439-912962860.25%-9
BANNIX ACQUISITION CORP58,87357,496-1,3776536420.55%-11
MICROSOFT CORP(MSFT)1,7111,715+47367230.62%-13
PHILIP MORRIS INTL INC(PM)3,0242,935-893673530.30%-14
HOME DEPOT INC(HD)1,2521,253+15074870.42%-20
PEPSICO INC(PEP)1,8311,833+23112790.24%-33
THE CIGNA GROUP(CI)1,1841,199+154103310.29%-79
NEXTERA ENERGY INC(NEE)7,2117,219+86105180.45%-92
NAVIGATOR HLDGS LTD(NVGS)214,298217,979+3,6813,4443,3462.88%-98
VERMILION ENERGY INC(VET)117,886111,009-6,8771,1521,0430.90%-108
MID-AMER APT CMNTYS INC(MAA)22,42822,353-753,5643,4552.98%-109
FRANCO NEV CORP(FNV)21,95521,945-102,7282,5812.22%-147
SILA REALTY TRUST INC170,190169,614-5764,3044,1253.56%-179
CAMDEN PPTY TR(CPT)23,36323,285-782,8862,7022.33%-184
DOMINION ENERGY INC(D)47,73547,554-1812,7592,5612.21%-197
WP CAREY INC(WPC)50,92653,058+2,1323,1732,8912.49%-282
MFS HIGH YIELD MUN TR81,3530-81,3532980-298
WARRIOR MET COAL INC(HCC)47,54547,818+2733,0382,5942.24%-445
MFS INVT GRADE MUN TR
SH BEN INT
65,1550-65,1555360-536
BAYFIRST FINANCIAL CORP44,6940-44,6945880-588
OLD SECOND BANCORP INC ILL(OSBC)44,1100-44,1106880-688
DOLLAR GEN CORP NEW(DG)17,5330-17,5331,4830-1,483
EQUITY COMWLTH102,5690-102,5692,5900-2,590
ISHARES TR
MSCI USA MIN ETF
62,71622,796-39,9205,7272,0241.74%-3,703
EQUITY COMWLTH210,3400-210,3404,1860-4,186
ISHARES GOLD TR(IAU)311,104111,582-199,52215,4625,5244.76%-9,937
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