Fund HoldingsErvin Investment Management, LLC

Total Portfolio Value
$144.31M
Total Bought
$4.35M
Total Sold
$10.94M
Net Transaction
-$6.59M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
EXXON MOBIL CORP027,639+27,63903,1822.20%+3,182
APPLE INC(AAPL)65,06962,776-2,29311,15813,2229.16%+2,064
ALPHABET INC(GOOG)38,99936,262-2,7375,8866,6054.58%+719
JEFFERIES FINL GROUP INC(JEF)96,61295,149-1,4634,2614,7353.28%+474
SPDR SER TR
ST STR PR SP1500
166,078165,512-56610,65410,9827.61%+328
SPROUTS FMRS MKT INC(SFM)03,265+3,26502730.19%+273
ASML HOLDING N V
N Y REGISTRY SHS
0222+22202270.16%+227
ALPHABET INC(GOOG)13,15312,068-1,0852,0032,2141.53%+211
MICROSOFT CORP(MSFT)38,99337,161-1,83216,40516,60911.51%+204
GENERAL MTRS CO(GM)76,55078,040+1,4903,4723,6262.51%+154
ORACLE CORP(ORCL)12,38012,020-3601,5551,6971.18%+142
TECK RESOURCES LTD(TECK)6,5008,535+2,0352984090.28%+111
SPDR INDEX SHS FDS
ST PORT MARK ETF
70,38170,186-1952,5472,6441.83%+97
BROOKFIELD RENEWABLE PARTNER
PARTNERSHIP UNIT
45,79245,965+1731,0641,1390.79%+75
ABRDN GOLD ETF TRUST(SGOL)70,57570,665+901,4991,5701.09%+71
VANGUARD WORLD FD11,37611,626+2501,0601,1230.78%+63
AMAZON COM INC(AMZN)2,7862,771-155035350.37%+33
BOEING CO(BA)1,4301,680+2502763060.21%+30
VANGUARD INDEX FDS2,8802,88007497700.53%+22
MARKEL GROUP INC(MKL)2,6582,578-804,0454,0632.82%+18
AMERICAN EXPRESS CO(AXP)4,4814,48101,0201,0380.72%+17
ALTRIA GROUP INC(MO)5,7005,70002492600.18%+11
ISHARES TR2,9072,782-1251,5281,5221.05%-6
NEXTERA ENERGY PARTNERS LP(XIFR)27,13629,313+2,1778168100.56%-6
VITESSE ENERGY INC10,93410,676-2582592530.18%-6
PHILIP MORRIS INTL INC(PM)8,2107,335-8757527430.52%-9
SPDR INDEX SHS FDS
ST STR PO EX ETF
82,95984,184+1,2252,9732,9532.05%-20
GE AEROSPACE(GE)2,9642,96405204710.33%-49
VANGUARD STAR FDS14,76913,729-1,0408918280.57%-63
CNX RES CORP(CNX)12,6009,600-3,0002992330.16%-66
YUM CHINA HLDGS INC(YUMC)8,3728,37203332580.18%-75
YUM BRANDS INC(YUM)11,17211,052-1201,5491,4641.01%-85
BROOKFIELD CORP(BN)165,780164,796-9846,9416,8464.74%-96
VANGUARD INDEX FDS23,91024,394+4844,5884,4523.09%-135
DIAGEO PLC(DEO)6,9666,671-2951,0368410.58%-195
BROOKFIELD ASSET MANAGMT LTD(BAM)37,95936,791-1,1681,5951,4000.97%-195
LOEWS CORP(L)94,67491,504-3,1707,4126,8394.74%-573
BERKSHIRE HATHAWAY INC DEL94,05291,374-2,67839,55137,17125.76%-2,380
PIONEER NAT RES CO11,3380-11,3382,9760-2,976
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