Fund Holdings — Granite Bay Wealth Management, LLC

Total Portfolio Value
$175.8K
Total Bought
$17.0K
Total Sold
$10.93M
Net Transaction
-$10.91M
Filing Period:
Securities
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SharesValue ($K)
Q4 2023
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Q1 2024
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Change
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Q4 2023
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Q1 2024
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Weight (%)
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Change
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ISHARES INC
MSCI JAPAN ETF
093,529+93,529073.80%+7
ISHARES TR
MSCI INDIA ETF
6,300123,857+117,557063.63%+6
NUCOR CORP(NUE)012,581+12,581021.42%+2
T-MOBILE US INC(TMUS)6,30016,603+10,303131.54%+2
INVITAE CORP12,6000-12,60000—-0
EDGIO INC16,5000-16,50000—-0
ATYR PHARMA INC18,0000-18,00000—-0
CHARGEPOINT HOLDINGS INC(CHPT)20,7810-20,78100—-0
LUCID GROUP INC(LCID)19,5300-19,53000—-0
ANYWHERE REAL ESTATE INC15,7500-15,75000—-0
QUANTUMSCAPE CORP(QS)15,4350-15,43500—-0
DHT HOLDINGS INC(DHT)10,6860-10,68600—-0
NU HLDGS LTD(NU)16,2960-16,29600—-0
PLUG POWER INC(PLUG)26,7120-26,71200—-0
WISDOMTREE TR(WT)13,6007,723-5,877000.15%-0
MAGNITE INC(MGNI)23,8140-23,81400—-0
VANECK ETF TRUST
SOCIAL SENTIMENT
12,6000-12,60000—-0
HORMEL FOODS CORP(HRL)6,3000-6,30000—-0
ENTERPRISE BANCORP INC MASS7,8750-7,87500—-0
SCHWAB STRATEGIC TR4,4100-4,41000—-0
GAMESTOP CORP NEW(GME)16,1280-16,12800—-0
SYSCO CORP(SYY)3,4650-3,46500—-0
ENBRIDGE INC(ENB)7,7000-7,70000—-0
PROSHARES TR
S&P 500 DV ARIST
2,9610-2,96100—-0
ISHARES TR18,9000-18,90000—-0
VERISK ANALYTICS INC(VRSK)1,1690-1,16900—-0
ISHARES TR3,8500-3,85000—-0
KROGER CO(KR)6,3000-6,30000—-0
ASTRAZENECA PLC(AZN)4,4100-4,41000—-0
ENPHASE ENERGY INC(ENPH)2,7520-2,75200—-0
PHILLIPS 66(PSX)2,5200-2,52000—-0
BLACK STONE MINERALS L P(BSM)17,8180-17,81800—-0
FORD MTR CO DEL(F)27,9680-27,96800—-0
VIATRIS INC(VTRS)32,9490-32,94900—-0
ISHARES TR3,2130-3,21300—-0
WELLS FARGO CO NEW(WFC)7,0210-7,02100—-0
L3HARRIS TECHNOLOGIES INC(LHX)1,6770-1,67700—-0
EMERSON ELEC CO(EMR)3,5910-3,59100—-0
ISHARES TR12,6730-12,67300—-0
NEXTERA ENERGY PARTNERS LP(XIFR)12,9630-12,96300—-0
SUNOPTA INC
COM
75,6000-75,60000—-0
ORACLE CORP(ORCL)3,1500-3,15000—-0
NIKE INC(NKE)3,2130-3,21300—-0
KELLANOVA6,7410-6,74100—-0
JETBLUE AWYS CORP(JBLU)75,6000-75,60000—-0
JOHN HANCOCK EXCHANGE TRADED
MULTI INTL ETF
11,8440-11,84400—-0
MODERNA INC(MRNA)4,4130-4,41300—-0
IONQ INC(IONQ)31,5000-31,50000—-0
WELLTOWER INC(WELL)4,7400-4,74000—-0
TREX CO INC(TREX)6,3000-6,30000—-0
BARINGS PARTN INVS(MPV)30,1600-30,16000—-0
CLEAR SECURE INC(YOU)22,2500-22,25000—-0
BRISTOL-MYERS SQUIBB CO(BMY)8,1900-8,19000—-0
UFP TECHNOLOGIES INC(UFPT)2,7000-2,70000—-0
CENTENE CORP DEL(CNC)6,3000-6,30000—-0
CANADIAN PACIFIC KANSAS CITY(CP)6,3000-6,30000—-0
BERKLEY W R CORP7,0010-7,00100—-0
MEDTRONIC PLC(MDT)6,3000-6,30000—-0
COPART INC(CPRT)10,0710-10,07100—-0
ISHARES TR5,4810-5,48110—-1
NOVARTIS AG(NVS)5,7150-5,71510—-1
ULTA BEAUTY INC(ULTA)1,3230-1,32310—-1
ISHARES GOLD TR(IAU)15,1830-15,18310—-1
CLOROX CO DEL(CLX)4,1000-4,10010—-1
AMERICAN AIRLS GROUP INC(AAL)45,8010-45,80110—-1
ENERGY TRANSFER L P(ET)42,7000-42,70010—-1
METLIFE INC(MET)9,2750-9,27510—-1
DELL TECHNOLOGIES INC(DELL)8,3790-8,37910—-1
LAMB WESTON HLDGS INC(LW)6,3000-6,30010—-1
ISHARES TR
CORE HIGH DV ETF
6,3000-6,30010—-1
IONIS PHARMACEUTICALS INC(IONS)13,5790-13,57910—-1
ISHARES TR
US INFRASTRUC
17,0100-17,01010—-1
STARBUCKS CORP(SBUX)6,6040-6,60410—-1
PARKER-HANNIFIN CORP(PH)1,5750-1,57510—-1
BOEING CO(BA)3,1500-3,15010—-1
WASTE MGMT INC DEL(WM)4,0180-4,01810—-1
CAPITAL ONE FINL CORP(COF)6,3000-6,30010—-1
FLUOR CORP NEW(FLR)18,9000-18,90010—-1
SCHWAB STRATEGIC TR29,1880-29,18810—-1
GE HEALTHCARE TECHNOLOGIES I(GEHC)10,6650-10,66510—-1
VANGUARD BD INDEX FDS10,5840-10,58410—-1
GENERAL MTRS CO(GM)24,0770-24,07710—-1
BHP GROUP LTD12,6000-12,60010—-1
CORTEVA INC(CTVA)16,1280-16,12810—-1
EBAY INC.(EBAY)18,9000-18,90010—-1
PAYPAL HLDGS INC(PYPL)13,5890-13,58910—-1
SEMPRA(SRE)10,9620-10,96210—-1
VANGUARD WORLD FDS
FINANCIALS ETF
9,6390-9,63910—-1
ISHARES TR5,8590-5,85910—-1
MCCORMICK & CO INC(MKC)12,7680-12,76810—-1
MAINSTAY MACKAY DEFINEDTERM(MMD)58,5900-58,59010—-1
GENIE ENERGY LTD(GNE)39,3750-39,37510—-1
SUNRUN INC(RUN)71,3700-71,37010—-1
PIMCO ETF TR
INTER MUN BD ACT
18,4000-18,40010—-1
SPDR SER TR
SP O&G EXPL PRO
6,5400-6,54010—-1
SPDR SER TR
ST STR SP600SM C
12,5370-12,53710—-1
VERIZON COMMUNICATIONS INC(VZ)26,2850-26,28510—-1
CAMDEN PPTY TR(CPT)10,2100-10,21010—-1
ALLIANT ENERGY CORP(LNT)18,9000-18,90010—-1
VANGUARD INDEX FDS6,9930-6,99310—-1
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Granite Bay Wealth Management, LLC — 13F Holdings — Q1 2024 | TickerTrail