Fund HoldingsREGATTA CAPITAL GROUP, LLC

Total Portfolio Value
$444.45M
Total Bought
$78.88M
Total Sold
$26.45M
Net Transaction
+$52.43M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ISHARES TR154,797276,848+122,05116,28931,9217.18%+15,631
ISHARES TR63,103153,932+90,8296,83216,1673.64%+9,336
ISHARES TR
CORE MSCI TOTAL
76,753181,550+104,7974,98412,3202.77%+7,336
VANGUARD WORLD FD59,609118,748+59,1395,07011,0662.49%+5,996
ISHARES TR
MSCI USA QLT FCT
49,41276,728+27,3167,27012,6102.84%+5,340
VANECK ETF TRUST
MRNGSTR WDE MOAT
432,903444,885+11,98236,74139,9959.00%+3,255
ISHARES TR063,317+63,31702,8590.64%+2,859
NVIDIA CORPORATION(NVDA)5,0855,299+2142,5194,7881.08%+2,269
META PLATFORMS INC(META)22,76020,454-2,3068,0569,9322.23%+1,876
ISHARES TR027,260+27,26001,8570.42%+1,857
AMAZON COM INC(AMZN)60,54861,074+5269,20011,0172.48%+1,817
VANGUARD INDEX FDS200,193193,033-7,16029,92931,4377.07%+1,508
AMERICAN CENTY ETF TR306,098345,340+39,24212,80414,2453.21%+1,441
WILLIAMS SONOMA INC(WSM)12,05212,190+1382,4323,8710.87%+1,439
BERKSHIRE HATHAWAY INC DEL20,57220,637+657,3378,6781.95%+1,341
NIKE INC(NKE)13,86828,747+14,8791,5062,7020.61%+1,196
DISNEY WALT CO(DIS)33,49334,414+9213,0244,2110.95%+1,187
MICROSOFT CORP(MSFT)20,57820,936+3587,7388,8081.98%+1,070
VANGUARD INDEX FDS04,413+4,41301,1470.26%+1,147
ALPHABET INC(GOOG)64,77565,668+8939,0489,9112.23%+863
BALLYS CORPORATION061,333+61,33308550.19%+855
JPMORGAN CHASE & CO(JPM)19,26419,618+3543,2773,9290.88%+653
PGIM ETF TR
PGIM ULTRA SH BD
012,852+12,85206390.14%+639
PIMCO ETF TR
ENHAN SHRT MA AC
010,589+10,58901,0650.24%+1,065
COSTCO WHSL CORP NEW(COST)5,1095,371+2623,3733,9350.89%+563
AIRBNB INC018,532+18,53203,0570.69%+3,057
VERIZON COMMUNICATIONS INC(VZ)67,66772,495+4,8282,5513,0420.68%+491
NETFLIX INC(NFLX)4,3144,148-1662,1002,5190.57%+419
ADVANCED MICRO DEVICES INC(AMD)21,28619,522-1,7643,1383,5240.79%+386
VANGUARD STAR FDS06,116+6,11603690.08%+369
PEPSICO INC(PEP)09,479+9,47901,6590.37%+1,659
ABBVIE INC(ABBV)12,45212,472+201,9302,2710.51%+341
EXXON MOBIL CORP08,293+8,29309640.22%+964
DIAGEO PLC(DEO)02,115+2,11503150.07%+315
PFIZER INC(PFE)010,288+10,28802850.06%+285
VISA INC(V)12,24912,405+1563,1893,4620.78%+273
INVESCO EXCH TRADED FD TR II
SR LN ETF
012,822+12,82202710.06%+271
PROCTER AND GAMBLE CO(PG)016,295+16,29502,6440.59%+2,644
SALESFORCE INC(CRM)5,7595,892+1331,5161,7750.40%+259
CENCORA INC8,4958,232-2631,7452,0000.45%+255
ISHARES TR
ULTRA SHORT DUR
05,020+5,02002540.06%+254
VANGUARD INDEX FDS16,16919,430+3,2611,4291,6800.38%+252
PHILLIPS 66(PSX)01,506+1,50602460.06%+246
GENERAL MTRS CO(GM)05,125+5,12502320.05%+232
LOCKHEED MARTIN CORP(LMT)0486+48602210.05%+221
AT&T INC(T)136,064141,888+5,8242,2832,4970.56%+214
ENTERPRISE PRODS PARTNERS L(EPD)07,036+7,03602050.05%+205
NEXTERA ENERGY INC(NEE)03,197+3,19702040.05%+204
BANK NEW YORK MELLON CORP03,528+3,52802030.05%+203
SERVICENOW INC(NOW)0266+26602030.05%+203
BOOKING HOLDINGS INC(BKNG)807844+372,8643,0610.69%+198
CAPITAL ONE FINL CORP(COF)7,3537,772+4199641,1570.26%+193
MEDTRONIC PLC(MDT)17,46418,637+1,1731,4391,6240.37%+186
ORACLE CORP(ORCL)08,326+8,32601,0460.24%+1,046
LAM RESEARCH CORP(LRCX)878869-96888440.19%+157
COCA COLA CO(KO)36,38737,602+1,2152,1442,3000.52%+156
TARGET CORP(TGT)2,6152,947+3323725220.12%+150
CHEVRON CORP NEW(CVX)05,294+5,29408350.19%+835
TOAST INC(TOST)13,91115,820+1,9092543940.09%+140
WASTE MGMT INC DEL(WM)4,1164,11607378770.20%+140
MASTERCARD INCORPORATED(MA)2,8652,820-451,2221,3580.31%+136
MGM RESORTS INTERNATIONAL(MGM)13,75315,822+2,0696147470.17%+132
NUVEEN CALIFORNIA AMT QLT MU215,570215,57002,4882,6190.59%+131
COSTAR GROUP INC(CSGP)11,10611,390+2849711,1000.25%+130
CVS HEALTH CORP(CVS)5,8097,364+1,5554595870.13%+129
HOME DEPOT INC(HD)3,0913,124+331,0711,1980.27%+127
SPDR S&P 500 ETF TR(SPY)1,5751,674+997498760.20%+127
ALPHABET INC(GOOG)15,90815,534-3742,2422,3650.53%+123
ISHARES TR
ESG AWRE 1 5 YR
69,01973,661+4,6421,6901,8030.41%+114
CARMAX INC(KMX)2,8583,784+9262193300.07%+110
WELLS FARGO CO NEW(WFC)9,0019,514+5134435510.12%+108
TAIWAN SEMICONDUCTOR MFG LTD(TSM)2,2072,471+2642303360.08%+107
LKQ CORP(LKQ)017,986+17,98609610.22%+961
MERCK & CO INC(MRK)4,3984,393-54795800.13%+100
NUVEEN DYNAMIC MUN OPPORTUNI101,713101,71301,0081,1080.25%+100
BLACKROCK MUNIASSETS FD INC199,109199,10902,1092,2060.50%+98
CADENCE DESIGN SYSTEM INC(CDNS)2,5022,50206817790.18%+97
UNILEVER PLC(UL)036,135+36,13501,8140.41%+1,814
BERKSHIRE HATHAWAY INC DEL01+106340.14%+634
CATERPILLAR INC(CAT)01,196+1,19604380.10%+438
UBER TECHNOLOGIES INC(UBER)4,6644,902+2382873770.08%+90
AMERICAN EXPRESS CO(AXP)2,5682,497-714815690.13%+87
INVESCO QQQ TR1,7811,827+467298110.18%+82
STARBUCKS CORP(SBUX)15,21016,861+1,6511,4601,5410.35%+81
INVESCO ACTIVELY MANAGED ETF
ULTRA SHRT DUR
011,728+11,72805850.13%+585
NUVEEN MUN HIGH INCOME OPPOR(NMZ)112,369112,36901,1101,1870.27%+76
ISHARES GOLD TR(IAU)24,61924,571-489611,0320.23%+71
THE CIGNA GROUP(CI)01,086+1,08603940.09%+394
BANK AMERICA CORP012,720+12,72004820.11%+482
SHELL PLC(SHEL)026,173+26,17301,7550.39%+1,755
RH(RH)01,094+1,09403810.09%+381
INTUIT(INTU)1,4601,499+399139740.22%+62
COMCAST CORP NEW(CCZ)011,251+11,25104880.11%+488
THERMO FISHER SCIENTIFIC INC(TMO)01,247+1,24707250.16%+725
IQVIA HLDGS INC(IQV)2,0652,127+624785380.12%+60
VANGUARD INDEX FDS3,8113,797-148138680.20%+55
ELEVANCE HEALTH INC(ELV)0775+77504020.09%+402
ISHARES TR6,99532,776+25,7811,9391,9910.45%+52
ELI LILLY & CO(LLY)1,112899-2136486990.16%+51
STRYKER CORPORATION(SYK)0874+87403130.07%+313
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