Fund HoldingsDunhill Financial, LLC

Total Portfolio Value
$161.05M
Total Bought
$33.17M
Total Sold
$7.08M
Net Transaction
+$26.09M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
19,705189,236+169,5311,16610,9056.77%+9,739
PIMCO ETF TR
ACTIVE BD ETF
59,950100,250+40,3005,4939,1245.67%+3,631
VANGUARD INDEX FDS63,88967,278+3,38930,69933,64820.89%+2,949
VANGUARD BD INDEX FDS26,42944,270+17,8411,9103,1861.98%+1,277
BANK AMERICA CORP63329,241+28,608241,1630.72%+1,139
MICROSOFT CORP(MSFT)3,7945,546+1,7521,5972,4791.54%+882
APPLE INC(AAPL)022,925+22,92504,8283.00%+4,828
SPDR GOLD TR(GLD)02,486+2,48605350.33%+535
ALPHABET INC(GOOG)7,1768,913+1,7371,1081,6351.02%+526
GSK PLC(GSK)012,296+12,29604730.29%+473
TJX COS INC NEW(TJX)03,104+3,10403420.21%+342
TAIWAN SEMICONDUCTOR MFG LTD(TSM)01,884+1,88403270.20%+327
AMGEN INC(AMGN)01,045+1,04503260.20%+326
VANGUARD WORLD FD
HEALTH CAR ETF
2,3043,489+1,1856229280.58%+306
WASTE MGMT INC DEL(WM)01,424+1,42403040.19%+304
AT&T INC(T)014,550+14,55003080.19%+308
ASML HOLDING N V
N Y REGISTRY SHS
168441+2731634510.28%+288
TEXAS INSTRS INC(TXN)01,559+1,55903030.19%+303
INTUITIVE SURGICAL INC0669+66902980.18%+298
BOOKING HOLDINGS INC(BKNG)91152+613316020.37%+271
VERIZON COMMUNICATIONS INC(VZ)06,609+6,60902730.17%+273
MOODYS CORP(MCO)0618+61802600.16%+260
ADOBE INC(ADBE)0773+77304290.27%+429
SYNOPSYS INC(SNPS)0436+43602600.16%+260
CADENCE DESIGN SYSTEM INC(CDNS)0806+80602480.15%+248
DISNEY WALT CO(DIS)02,806+2,80602790.17%+279
LOCKHEED MARTIN CORP(LMT)0517+51702410.15%+241
RTX CORPORATION(RTX)4612,810+2,349452820.18%+237
THERMO FISHER SCIENTIFIC INC(TMO)68491+423392720.17%+232
ROCKWELL AUTOMATION INC(ROK)0849+84902340.15%+234
PAYPAL HLDGS INC(PYPL)04,200+4,20002440.15%+244
ALIGN TECHNOLOGY INC0926+92602240.14%+224
PEPSICO INC(PEP)3441,667+1,323602750.17%+215
AMDOCS LTD(DOX)02,671+2,67102110.13%+211
FIRST TR EXCHANGE-TRADED FD
BUYWRIT INCM ETF
305,883315,044+9,1616,8727,0794.40%+207
KONINKLIJKE PHILIPS N V(PHG)08,012+8,01202020.13%+202
UNITED PARCEL SERVICE INC(UPS)01,745+1,74502390.15%+239
SANOFI(SNY)04,108+4,10801990.12%+199
JOHNSON & JOHNSON(JNJ)1,3712,815+1,4442174110.26%+195
WEC ENERGY GROUP INC(WEC)02,373+2,37301860.12%+186
VISA INC(V)3,1143,973+8598691,0430.65%+174
STARBUCKS CORP(SBUX)02,228+2,22801730.11%+173
DIAGEO PLC(DEO)04,884+4,88401540.10%+154
ALPHABET INC(GOOG)4,3364,442+1066608090.50%+149
NETFLIX INC(NFLX)42249+207251680.10%+143
SPDR S&P 500 ETF TR(SPY)6,3896,378-113,3413,4712.16%+130
AMERICAN TOWER CORP NEW(AMT)0664+66401290.08%+129
REGENERON PHARMACEUTICALS(REGN)0124+12401300.08%+130
TWILIO INC(TWLO)02,072+2,07201180.07%+118
MASTERCARD INCORPORATED(MA)03,374+3,37401,4890.92%+1,489
SPDR SER TR
ST STR SP DIV
0983+98301250.08%+125
FIRST TR EXCHANGE TRAD FD VI
FST TR GLB FD
06,610+6,61001580.10%+158
VANGUARD INDEX FDS11,71211,71203,0443,1331.95%+89
NEXTERA ENERGY INC(NEE)01,688+1,68801200.07%+120
REPLIGEN CORP(RGEN)0630+6300790.05%+79
AMAZON COM INC(AMZN)5,1415,207+669271,0060.62%+79
MSCI INC(MSCI)0167+1670800.05%+80
QUALCOMM INC(QCOM)1,2451,427+1822112840.18%+73
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
45,17646,353+1,1772,5442,6151.62%+71
ISHARES TR6,5026,543+411,9502,0201.25%+70
LAUDER ESTEE COS INC(EL)0684+6840730.05%+73
HOME DEPOT INC(HD)276497+2211061710.11%+65
ISHARES TR0650+6500630.04%+63
SILA REALTY TRUST INC02,112+2,1120450.03%+45
ISHARES TR169243+74891330.08%+44
ROCKET COS INC(RKT)02,936+2,9360400.02%+40
VANGUARD INDEX FDS0474+4740400.02%+40
SOUTHERN CO(SO)0725+7250560.03%+56
CAPITAL ONE FINL CORP(COF)8301,133+3031241570.10%+33
GE VERNOVA INC(GEV)0185+1850320.02%+32
COSTCO WHSL CORP NEW(COST)208217+91531840.11%+32
META PLATFORMS INC(META)514555+412492800.17%+31
TESLA INC(TSLA)01,136+1,13602250.14%+225
UNITEDHEALTH GROUP INC(UNH)0353+35301800.11%+180
BROADCOM INC(AVGO)3846+851740.05%+24
HERSHEY CO(HSY)0136+1360250.02%+25
SKYWORKS SOLUTIONS INC(SWKS)0227+2270240.02%+24
PFIZER INC(PFE)01,177+1,1770330.02%+33
WHEATON PRECIOUS METALS CORP(WPM)0349+3490180.01%+18
ABBOTT LABS0392+3920410.03%+41
QUEST DIAGNOSTICS INC(DGX)0377+3770520.03%+52
ISHARES TR
ESG AWR MSCI USA
0150+1500180.01%+18
BIOGEN INC(BIIB)087+870200.01%+20
SPROTT INC(SII)0428+4280180.01%+18
EOG RES INC(EOG)0159+1590200.01%+20
PAN AMERN SILVER CORP(PAAS)0885+8850180.01%+18
TRACTOR SUPPLY CO(TSCO)0109+1090290.02%+29
TOWNEBANK PORTSMOUTH VA
COM
0615+6150170.01%+17
APPLIED MATLS INC0132+1320310.02%+31
CINCINNATI FINL CORP(CINF)0155+1550180.01%+18
OLD REP INTL CORP(ORI)91,56091,56002,8132,8291.76%+16
HUNTINGTON INGALLS INDS INC(HII)068+680170.01%+17
EASTMAN CHEM CO(EMN)0171+1710170.01%+17
HECLA MNG CO(HL)03,362+3,3620160.01%+16
BLACKROCK INC(BLK)033+330260.02%+26
BLUEPRINT MEDICINES CORP0150+1500160.01%+16
COMERICA INC0329+3290170.01%+17
SMUCKER J M CO(SJM)0156+1560170.01%+17
CLEARWATER ANALYTICS HLDGS I019,000+19,00003520.22%+352
SNAP ON INC(SNA)064+640170.01%+17
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