Fund HoldingsSWAN Capital LLC

Total Portfolio Value
$204.97M
Total Bought
$15.46M
Total Sold
$13.62M
Net Transaction
+$1.85M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
VANGUARD WORLD FD
ENERGY ETF
87,489107,425+19,93610,71513,0326.36%+2,317
VANGUARD MALVERN FDS224,798275,975+51,17711,08513,3636.52%+2,278
VANGUARD SPECIALIZED FUNDS58,05568,916+10,86111,49813,4966.58%+1,997
ISHARES TR342,098412,190+70,09211,36812,9596.32%+1,591
VANGUARD WHITEHALL FDS129,059161,415+32,35611,39312,9126.30%+1,518
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
016,051+16,05101,3040.64%+1,304
VANGUARD WHITEHALL FDS84,942103,297+18,3555,6386,5233.18%+886
VANGUARD WHITEHALL FDS79,93986,702+6,76310,24811,0625.40%+814
VANGUARD WORLD FD
UTILITIES ETF
64,35273,415+9,06311,20011,9975.85%+797
VANGUARD INDEX FDS158,153178,231+20,07815,40715,8777.75%+470
VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
220,868244,208+23,34017,94118,2628.91%+321
BLACKROCK INC(BLK)0221+22102270.11%+227
APPLE INC(AAPL)12,15412,167+132,8323,0471.49%+215
WALMART INC(WMT)5821,384+802471250.06%+78
AMAZON COM INC(AMZN)01,804+1,80403960.19%+396
NVIDIA CORPORATION(NVDA)04,112+4,11205520.27%+552
ALPHABET INC(GOOG)01,400+1,40002670.13%+267
OXFORD LANE CAP CORP05,878+5,8780300.01%+30
FERGUSON ENTERPRISES INC(FERG)550793+2431091380.07%+28
ADOBE INC(ADBE)063+630280.01%+28
PIMCO DYNAMIC INCOME FD(PDI)01,300+1,3000240.01%+24
PALANTIR TECHNOLOGIES INC(PLTR)500560+6019420.02%+24
AGNC INVT CORP(AGNC)02,500+2,5000230.01%+23
TARGET CORP(TGT)0174+1740240.01%+24
C3 AI INC(AI)02,000+2,0000690.03%+69
PIMCO CORPORATE & INCOME OPP(PTY)01,115+1,1150160.01%+16
CROWDSTRIKE HLDGS INC(CRWD)225225063770.04%+14
BOEING CO(BA)0396+3960700.03%+70
VANGUARD INDEX FDS1,8491,84905245360.26%+12
GE VERNOVA INC(GEV)162162041530.03%+12
MONGODB INC(MDB)050+500120.01%+12
EAGLE POINT CREDIT COMPANY I01,300+1,3000120.01%+12
KINDER MORGAN INC DEL(KMI)1,8771,877041510.03%+10
WHEELS UP EXPERIENCE INC06,010+6,0100100.00%+10
GRAYSCALE BITCOIN TRUST ETF(GBTC)0411+4110300.01%+30
VANGUARD INDEX FDS81281204284380.21%+9
NIKE INC(NKE)0112+112080.00%+8
DOCUSIGN INC(DOCU)300300019270.01%+8
SNOWFLAKE INC(SNOW)0202+2020310.02%+31
XAI OCTAGN FLT RAT & ALT INM01,230+1,230080.00%+8
PIMCO DYNAMIC INCOME OPRNTS(PDO)0599+599080.00%+8
AFFIRM HLDGS INC(AFRM)400400016240.01%+8
GOLDMAN SACHS GROUP INC(GS)103103051590.03%+8
NUVEEN PFD & INCOME OPPORTUN(JPC)0995+995080.00%+8
ISHARES TR061+61080.00%+8
ABRDN HEALTHCARE OPPORTUNITI0408+408080.00%+8
BLACKROCK RES & COMMODITIES(BCX)0884+884080.00%+8
ANNALY CAPITAL MANAGEMENT IN0408+408070.00%+7
VANGUARD WHITEHALL FDS212,270229,685+17,41515,58515,5917.61%+6
PENNANTPARK INVT CORP0775+775050.00%+5
ENERGY TRANSFER L P(ET)0272+272050.00%+5
CONOCOPHILLIPS(COP)4398+555100.00%+5
SOUTHWEST AIRLS CO(LUV)01,300+1,3000440.02%+44
BLACKROCK SCIENCE & TECHNOLO(BSTZ)0250+250050.00%+5
SPDR SER TR
ST STR SP DIV
038+38050.00%+5
ARBOR REALTY TRUST INC0360+360050.00%+5
BROADCOM INC(AVGO)021+21050.00%+5
UGI CORP NEW(UGI)0170+170050.00%+5
SPROTT PHYSICAL GOLD TR(PHYS)713951+23815190.01%+5
CARDINAL HEALTH INC(CAH)039+39050.00%+5
CARNIVAL CORP0704+7040180.01%+18
ASML HOLDING N V
N Y REGISTRY SHS
06+6040.00%+4
GRAYSCALE BITCOIN MINI TR ET(BTC)097+97040.00%+4
MANNKIND CORP(MNKD)28,85028,85001811860.09%+4
FEDEX CORP(FDX)0518+51801460.07%+146
LAMB WESTON HLDGS INC(LW)01,825+1,82501220.06%+122
ALPHABET INC(GOOG)025+25050.00%+5
APOLLO COML REAL EST FIN INC(ARI)0426+426040.00%+4
JPMORGAN CHASE & CO.(JPM)0125+1250300.01%+30
DISNEY WALT CO(DIS)0175+1750190.01%+19
FRANCO NEV CORP(FNV)5383+307100.00%+3
SANDSTORM GOLD LTD0730+730040.00%+4
ETFIS SER TR I
VIRTUS INFRCAP
0217+217050.00%+5
TOYOTA MOTOR CORP(TM)016+16030.00%+3
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)0100+1000180.01%+18
ABRDN GLOBAL PREMIER PPTYS F02,456+2,456090.00%+9
LAM RESEARCH CORP(LRCX)039+39030.00%+3
META PLATFORMS INC(META)21021001201230.06%+3
ARES COML REAL ESTATE CORP0450+450030.00%+3
NORWEGIAN CRUISE LINE HLDG L
SHS
0100+100030.00%+3
PAPA JOHNS INTL INC(PZZA)060+60020.00%+2
COMCAST CORP NEW(CCZ)0542+5420200.01%+20
RIGETTI COMPUTING INC(RGTI)0160+160020.00%+2
ASTRAZENECA PLC(AZN)037+37020.00%+2
BP PLC(BP)0126+126040.00%+4
ZOOM COMMUNICATIONS INC(ZM)0200+2000160.01%+16
PROSHARES TR
SHOR S&P 500 NEW
056+56020.00%+2
ALGONQUIN PWR UTILS CORP0511+511020.00%+2
PALO ALTO NETWORKS INC(PANW)0200+2000360.02%+36
ANHEUSER BUSCH INBEV SA/NV(BUD)042+42020.00%+2
TOTALENERGIES SE(TTE)038+38020.00%+2
WELLS FARGO CO NEW(WFC)0150+1500110.01%+11
OKLO INC(OKLO)095+95020.00%+2
ALBEMARLE CORP(ALB)045+45040.00%+4
RIVIAN AUTOMOTIVE INC(RIVN)0895+8950120.01%+12
EDWARDS LIFESCIENCES CORP039+39030.00%+3
AGNICO EAGLE MINES LTD(AEM)6590+25570.00%+2
V F CORP(VFC)1,1711,171023250.01%+2
BRUKER CORP(BRKR)030+30020.00%+2
EAGLE POINT INCOME COMPANY I0100+100020.00%+2
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