Fund HoldingsVeltria Advisors Corp.

Total Portfolio Value
$278.51M
Total Bought
$15.78M
Total Sold
$122.75M
Net Transaction
-$106.97M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
VANGUARD INDEX FDS141,761157,561+15,80048,79458,92921.16%+10,135
SPDR SER TR
ST STR SP METAL
049,897+49,89702,9601.06%+2,960
ISHARES INC
MSCI GBL ETF NEW
062,062+62,06202,5340.91%+2,534
PALO ALTO NETWORKS INC(PANW)01,088+1,08803690.13%+369
COSTCO WHSL CORP NEW(COST)0344+34402920.10%+292
ROYAL CARIBBEAN GROUP
COM
01,671+1,67102660.10%+266
VANECK ETF TRUST
INDIA GROWTH LDR
05,000+5,00002540.09%+254
AMPHENOL CORP NEW03,450+3,45002320.08%+232
CADENCE DESIGN SYSTEM INC(CDNS)01,778+1,77805470.20%+547
GRANITESHARES GOLD TR(BAR)09,449+9,44902170.08%+217
SPDR SER TR
ST SHO TREAS ETF
07,137+7,13702060.07%+206
CROWDSTRIKE HLDGS INC(CRWD)0526+52602020.07%+202
MONOLITHIC PWR SYS INC(MPWR)0245+24502010.07%+201
JANUS DETROIT STR TR
B-BBB CLO ETF
04,079+4,07902010.07%+201
KRANESHARES TRUST010,181+10,18101880.07%+188
NASDAQ INC(NDAQ)08,448+8,44805090.18%+509
SPOTIFY TECHNOLOGY S A(SPOT)01,375+1,37504310.15%+431
GE AEROSPACE(GE)02,368+2,36803760.14%+376
ALPS ETF TR
BARRONS 400 ETF
020,800+20,80001,3790.50%+1,379
ISHARES TR023,300+23,30002,6190.94%+2,619
ISHARES TR02,792+2,79202920.10%+292
FREEPORT-MCMORAN INC(FCX)07,086+7,08603440.12%+344
ARISTA NETWORKS INC0933+93303270.12%+327
SELECT SECTOR SPDR TR
ST STR TECHN ETF
01,696+1,69603840.14%+384
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
011,138+11,13804080.15%+408
ISHARES TR
MSCI CHINA ETF
06,814+6,81402870.10%+287
DOMINION ENERGY INC(D)05,161+5,16102530.09%+253
SOUTHERN CO(SO)04,078+4,07803160.11%+316
WISDOMTREE TR(WT)010,737+10,73705400.19%+540
MARVELL TECHNOLOGY INC(MRVL)03,684+3,68402580.09%+258
ISHARES INC
MSCI EMRG CHN
08,212+8,21204860.17%+486
ISHARES TR03,442+3,44203200.11%+320
NU HLDGS LTD(NU)011,552+11,55201490.05%+149
DTE ENERGY CO(DTB)02,179+2,17902420.09%+242
ISHARES TR
MSCI INTL QUALTY
08,139+8,13903180.11%+318
SENSATA TECHNOLOGIES HLDG PL
SHS
08,300+8,30003100.11%+310
ISHARES TR07,191+7,19103610.13%+361
GLOBAL X FDS
GLOBAL X URANIUM
23,82523,82506876900.25%+3
SPDR SER TR
ST STR SP DIV
02,535+2,53503220.12%+322
VANGUARD INTL EQUITY INDEX F04,742+4,74203170.11%+317
SPDR SER TR
ST STR SP600 SML
07,068+7,06802940.11%+294
INVESCO EXCH TRADED FD TR II014,391+14,39103410.12%+341
L3HARRIS TECHNOLOGIES INC(LHX)01,895+1,89504260.15%+426
ISHARES TR08,230+8,23008770.31%+877
VANGUARD INDEX FDS03,932+3,93206310.23%+631
ISHARES TR011,180+11,18001,0850.39%+1,085
ISHARES TR04,420+4,42002590.09%+259
SS&C TECHNOLOGIES HLDGS INC(SSNC)04,900+4,90003070.11%+307
JANUS DETROIT STR TR
HENDERSON MTG
023,708+23,70801,0590.38%+1,059
FIRST TR EXCHANGE-TRADED FD018,734+18,73406370.23%+637
INFINERA CORP017,900+17,90001090.04%+109
ISHARES TR017,352+17,35209500.34%+950
NOVO-NORDISK A S(NVO)02,614+2,61403730.13%+373
GINKGO BIOWORKS HOLDINGS INC000000
TOPGOLF CALLAWAY BRANDS CORP(CALY)020,175+20,17503090.11%+309
SERVICENOW INC(NOW)793743-506055840.21%-20
ISHARES TR08,730+8,73008970.32%+897
DUKE ENERGY CORP NEW(DUK)04,124+4,12404130.15%+413
CHIPOTLE MEXICAN GRILL INC(CMG)06,379+6,37904000.14%+400
ACCENTURE PLC IRELAND
SHS CLASS A
01,419+1,41904310.15%+431
APPLE INC(AAPL)7,0875,632-1,4551,2151,1860.43%-29
VERISK ANALYTICS INC(VRSK)0771+77102080.07%+208
APPLIED MATLS INC02,858+2,85806740.24%+674
GRAPHIC PACKAGING HLDG CO(GPK)012,400+12,40003250.12%+325
ISHARES TR047,575+47,57506340.23%+634
ELEVANCE HEALTH INC(ELV)0557+55703020.11%+302
AURORA INNOVATION INC012,867+12,8670360.01%+36
HONEYWELL INTL INC(HON)01,394+1,39402980.11%+298
MOHAWK INDS INC(MHK)02,510+2,51002850.10%+285
DRAFTKINGS INC NEW(DKNG)06,128+6,12802340.08%+234
SEMPRA(SRE)03,857+3,85702930.11%+293
VANGUARD WORLD FD
HEALTH CAR ETF
012,861+12,86103,4211.23%+3,421
ELANCO ANIMAL HEALTH INC(ELAN)017,700+17,70002550.09%+255
BOOKING HOLDINGS INC(BKNG)058+5802310.08%+231
GALLAGHER ARTHUR J & CO(AJG)01,050+1,05002720.10%+272
ZIMMER BIOMET HOLDINGS INC(ZBH)3,3023,285-174363570.13%-79
MERCADOLIBRE INC(MELI)0233+23303830.14%+383
KLA CORP(KLAC)641446-1954483680.13%-80
ISHARES TR052,820+52,82004,1371.49%+4,137
WALMART INC(WMT)015,487+15,48701,0490.38%+1,049
AON PLC(AON)0811+81102380.09%+238
AGILON HEALTH INC(AGL)000000
PENN ENTERTAINMENT INC(PENN)013,100+13,10002540.09%+254
PFIZER INC(PFE)015,558+15,55804350.16%+435
SPDR SER TR
ST STR BLO 1 ETF
02,919+2,91902680.10%+268
SYNOPSYS INC(SNPS)823634-1894703770.14%-93
CORNING INC(GLW)07,566+7,56602940.11%+294
ALPHABET INC(GOOG)7,3495,591-1,7581,1191,0260.37%-93
TERADYNE INC(TER)01,896+1,89602810.10%+281
FORTIVE CORP(FTV)02,943+2,94302180.08%+218
WARNER BROS DISCOVERY INC(WBD)000000
SELECT SECTOR SPDR TR
ST STR FINL ETF
109,501109,593+924,6124,5051.62%-107
AIRBNB INC2,6902,212-4784443350.12%-108
THERMO FISHER SCIENTIFIC INC(TMO)937785-1525454340.16%-111
GENERAL DYNAMICS CORP(GD)2,2511,802-4496365230.19%-113
KROGER CO(KR)04,239+4,23902120.08%+212
AMERICAN INTL GROUP INC03,320+3,32002460.09%+246
ASML HOLDING N V
N Y REGISTRY SHS
620461-1596024710.17%-130
BECTON DICKINSON & CO(BDX)01,216+1,21602840.10%+284
BAXTER INTL INC010,837+10,83703620.13%+362
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