Fund HoldingsNordwand Advisors, LLC

Total Portfolio Value
$378.99M
Total Bought
$15.42M
Total Sold
$147.09M
Net Transaction
-$131.67M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
J P MORGAN EXCHANGE TRADED F
INCOME ETF
0183,375+183,37508,3642.21%+8,364
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
036,270+36,27001,9940.53%+1,994
MICROSOFT CORP(MSFT)034,658+34,658013,0333.44%+13,033
ARDAGH METAL PACKAGING S A
SHS
01,475,893+1,475,89305,6671.50%+5,667
M D C HLDGS INC82,25482,25403,3914,5451.20%+1,153
BROADCOM INC(AVGO)03,206+3,20603,5790.94%+3,579
INTUIT(INTU)06,321+6,32103,9511.04%+3,951
APPLE INC(AAPL)026,844+26,84405,1681.36%+5,168
SPECTRUM BRANDS HLDGS INC NE(SPB)08,750+8,75006980.18%+698
OPEN TEXT CORP(OTEX)070,985+70,98502,9830.79%+2,983
FERGUSON PLC NEW014,769+14,76902,8510.75%+2,851
TAIWAN SEMICONDUCTOR MFG LTD(TSM)021,878+21,87802,2750.60%+2,275
UBS GROUP AG(UBS)46,51346,51301,1471,4370.38%+291
LAMAR ADVERTISING CO NEW(LAMR)012,337+12,33701,3110.35%+1,311
MP MATERIALS CORP(MP)0216,640+216,64004,3001.13%+4,300
INTERNATIONAL BUSINESS MACHS(IBM)3941,694+1,300552770.07%+222
ISHARES TR445,544+5,50022230.06%+221
RELIANCE STEEL &ALUMINUM CO(RS)012,024+12,02403,3630.89%+3,363
OAKTREE SPECIALTY LENDING CO(OCSL)54,85662,856+8,0001,1041,2840.34%+180
WATSCO INC(WSO)03,443+3,44301,4750.39%+1,475
HUBBELL INC(HUBB)010,454+10,45403,4390.91%+3,439
UNITEDHEALTH GROUP INC(UNH)06,398+6,39803,3680.89%+3,368
MERCK &CO INC(MRK)024,859+24,85902,7100.72%+2,710
SPDR S&P 500 ETF TR(SPY)03,000+3,00001,4260.38%+1,426
ABBVIE INC(ABBV)019,190+19,19002,9740.78%+2,974
ISHARES TR489640+1512103060.08%+96
ALTUS POWER INC44,55245,933+1,3812343140.08%+80
NETFLIX INC(NFLX)100240+140381170.03%+79
COCA COLA CO(KO)025,336+25,33601,4930.39%+1,493
MIRION TECHNOLOGIES INC(MIR)025,000+25,00002560.07%+256
LOGITECH INTL S A
SHS
2,5002,50001722380.06%+65
CITIGROUP INC(C)01,250+1,2500640.02%+64
ISHARES TR2,7002,70004154700.12%+54
ACCENTURE PLC IRELAND
SHS CLASS A
0906+90603180.08%+318
GUGGENHEIM ACTIVE ALLOC FD036,142+36,14205300.14%+530
DELTA AIR LINES INC DEL(DAL)01,000+1,0000400.01%+40
NOVARTIS AG(NVS)0383+3830390.01%+39
AMAZON COM INC(AMZN)1,5541,55401982360.06%+39
GSK PLC(GSK)47,01947,01901,7041,7430.46%+38
SPDR GOLD TR(GLD)0185+1850350.01%+35
TESLA INC(TSLA)1,2001,350+1503003350.09%+35
REE AUTOMOTIVE LTD06,119+6,1190310.01%+31
ORACLE CORP(ORCL)0289+2890300.01%+30
META PLATFORMS INC(META)55055001651950.05%+30
FIRST TR VALUE LINE DIVID IN
SHS
0702+7020280.01%+28
NVIDIA CORPORATION(NVDA)100140+4043690.02%+26
KB FINL GROUP INC(KB)83,65283,65203,4393,4610.91%+22
ISHARES INC
CORE MSCI EMKT
7,1427,14203403610.10%+21
COCA-COLA FEMSA SAB DE CV(KOF)0213+2130200.01%+20
NETAPP INC(NTAP)01,581+1,58101390.04%+139
SPDR INDEX SHS FDS
ST STR PO EX ETF
5,5715,57101731890.05%+17
ISHARES TR
MSCI USA MIN ETF
0208+2080160.00%+16
ATLANTICA SUSTAINABLE INFR P6,0006,00001151290.03%+14
SHARECARE INC0100,000+100,00001080.03%+108
AMERICAN AIRLS GROUP INC(AAL)01,000+1,0000140.00%+14
MONDELEZ INTL INC(MDLZ)0173+1730130.00%+13
SIMON PPTY GROUP INC NEW(SPG)346346037490.01%+12
ISHARES TR554554085970.03%+12
ASTRAZENECA PLC(AZN)400578+17827390.01%+12
OTIS WORLDWIDE CORP(OTIS)0130+1300120.00%+12
GOLDMAN SACHS GROUP INC(GS)185185060710.02%+12
RELX PLC(RELX)0284+2840110.00%+11
GE HEALTHCARE TECHNOLOGIES I(GEHC)0145+1450110.00%+11
JPMORGAN CHASE &CO(JPM)439439064750.02%+11
AMERICAN EXPRESS CO(AXP)90127+3713240.01%+10
CATERPILLAR INC(CAT)42042001151240.03%+10
TELUS CORPORATION(TU)0527+527090.00%+9
3M CO(MMM)580580054630.02%+9
SHELL PLC(SHEL)0138+138090.00%+9
NOVO-NORDISK A S(NVO)086+86090.00%+9
PACER FDS TR
US CASH COWS 100
3,4113,41101691770.05%+9
BAKER HUGHES COMPANY(BKR)0250+250090.00%+9
MEDTRONIC PLC(MDT)0102+102080.00%+8
VANGUARD TAX-MANAGED FDS1,9001,900083910.02%+8
CITIZENS FINL GROUP INC(CFG)1,1901,190032390.01%+8
ALCON AG(ALC)06,905+6,90505390.14%+539
PRUDENTIAL PLC(PUK)0323+323070.00%+7
BLOOM ENERGY CORP4,6864,686062690.02%+7
UNITED PARCEL SERVICE INC(UPS)045+45070.00%+7
UBER TECHNOLOGIES INC(UBER)450450021280.01%+7
TE CONNECTIVITY LTD(TEL)048+48070.00%+7
CAMPBELL SOUP CO(CPB)0150+150060.00%+6
M &T BK CORP(MTB)045+45060.00%+6
INVESCO EXCHANGE TRADED FD T
INTL DIVI ACHI
3,1853,185053590.02%+6
RTX CORPORATION(RTX)420420030350.01%+5
SYNCHRONY FINANCIAL(SYF)0130+130050.00%+5
INVESCO INDIA EXCHANGE-TRADE
INDIA ETF
2,2902,290054590.02%+5
ISHARES TR893893084890.02%+5
SNOWFLAKE INC(SNOW)100100015200.01%+5
SOPHIA GENETICS SA2,0002,0000590.00%+4
ROKU INC(ROKU)200200014180.00%+4
TRAVELERS COMPANIES INC(TRV)150150024290.01%+4
WISDOMTREE TR(WT)1,0571,057048520.01%+4
SELECT SECTOR SPDR TR
ST STR STAPL ETF
050+50040.00%+4
SPDR SER TR
ST STR BLO 1 ETF
039+39040.00%+4
BANK AMERICA CORP545545015180.00%+3
BLOCK INC(XYZ)1001000480.00%+3
DISNEY WALT CO(DIS)279279023250.01%+3
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
040+40020.00%+2
CSX CORP(CSX)450450014160.00%+2
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