Fund HoldingsDUDLEY CAPITAL MANAGEMENT, LLC

Total Portfolio Value
$142.50M
Total Bought
$3.76M
Total Sold
$8.52M
Net Transaction
-$4.76M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
EXXON MOBIL CORP45,92946,235+3064,9265,4363.81%+510
CHEVRON CORP NEW(CVX)42,27642,181-956,6527,1134.99%+460
ALPHABET INC(GOOG)29,97030,645+6753,5874,0102.81%+423
BLACKSTONE INC(BX)24,59624,753+1572,2872,6521.86%+365
ABBVIE INC(ABBV)22,85623,104+2483,0793,4442.42%+364
ALPHABET INC(GOOG)16,22516,825+6001,9632,2181.56%+256
MASTERCARD INCORPORATED(MA)5,6795,994+3152,2342,3731.67%+140
CROWDSTRIKE HLDGS INC(CRWD)6,1786,213+359071,0400.73%+133
AMAZON COM INC(AMZN)12,58013,930+1,3501,6401,7711.24%+131
ATLANTIC UN BANKSHARES CORP(AUB)43,72543,72501,1351,2580.88%+124
META PLATFORMS INC(META)2,2992,566+2676607700.54%+111
DEVON ENERGY CORP NEW(DVN)6,3008,145+1,8453053880.27%+84
COSTCO WHSL CORP NEW(COST)1,7151,780+659231,0050.71%+82
INTEL CORP(INTC)9,60811,324+1,7163214030.28%+81
BLUE OWL CAPITAL CORPORATION(OBDC)48,90052,850+3,9506567320.51%+76
NVIDIA CORPORATION(NVDA)10,56910,426-1434,4714,5353.18%+64
INTERNATIONAL BUSINESS MACHS(IBM)9,9889,957-311,3361,3970.98%+61
WALMART INC(WMT)10,48910,656+1671,6491,7041.20%+56
CISCO SYS INC(CSCO)54,86453,752-1,1122,8392,8902.03%+51
ONEOK INC NEW(OKE)17,77318,066+2931,0971,1460.80%+49
TARGA RES CORP(TRGP)4,5004,50003423860.27%+43
MCDONALDS CORP(MCD)8451,120+2752522950.21%+43
ARES MANAGEMENT CORPORATION(ARES)6,2006,20005976380.45%+40
APOLLO GLOBAL MGMT INC(APO)3,0003,00002302690.19%+39
HONEYWELL INTL INC(HON)3,1473,745+5986536920.49%+39
CATERPILLAR INC(CAT)1,1981,179-192953220.23%+27
ENERGY TRANSFER L P(ET)18,44718,44702342590.18%+25
GENERAL DYNAMICS CORP(GD)3,8143,81408218430.59%+22
KIMBELL RTY PARTNERS LP(KRP)010,000+10,00001600.11%+160
BERKSHIRE HATHAWAY INC DEL9,8649,634-2303,3643,3752.37%+11
WILLIAMS COS INC(WMB)35,68334,823-8601,1641,1730.82%+9
ALLSTATE CORP(ALL)3,6953,69504034120.29%+9
GENERAL ELECTRIC CO(GE)7,9877,98708778830.62%+6
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
6,6226,722+1003323370.24%+5
ELI LILLY & CO(LLY)830730-1003893920.28%+3
ARES CAPITAL CORP(ARCC)048,000+48,0000490.03%+49
ISHARES TR(Call)05,900+5,90001+1
ALPHABET INC(GOOG)(Call)01,000+1,000000
TESLA INC(TSLA)(Put)0300+300000
RTX CORPORATION(RTX)(Call)0800+800000
DISNEY WALT CO(DIS)(Call)000000
COSTCO WHSL CORP NEW(COST)(Call)000000
AMAZON COM INC(AMZN)(Call)000000
WELLTOWER INC(WELL)6,2506,150-1005065040.35%-2
ABRDN ASIA PACIFIC INCOME FU010,000+10,0000250.02%+25
MFS SPL VALUE TR014,000+14,0000550.04%+55
SPDR SER TR
ST TERM HIGH ETF
12,74512,74503153120.22%-3
SALESFORCE INC(CRM)3,1123,227+1156576540.46%-3
UNION PAC CORP(UNP)3,6453,64507467420.52%-4
PROSPECT CAP CORP(PSEC)28,90028,90001791750.12%-4
WESTERN ASSET HIGH INCOME OP033,100+33,10001200.08%+120
EATON VANCE LTD DURATION INC
COM
018,483+18,48301670.12%+167
BOOZ ALLEN HAMILTON HLDG COR3,0143,01403363290.23%-7
RESEARCH FRONTIERS INC015,100+15,1000160.01%+16
EATON VANCE TAX-MANAGED DIVE
COM
011,390+11,39001310.09%+131
ISHARES TR1,9001,90002152050.14%-11
AIR PRODS & CHEMS INC81581502442310.16%-13
FIDELITY MERRIMACK STR TR7,6237,62303463320.23%-14
THERMO FISHER SCIENTIFIC INC(TMO)1,0851,08505665490.39%-17
NUVEEN VIRGINIA QLTY MUNCPL015,000+15,00001430.10%+143
VIRGINIA NATL BANKSHARES COR11,65011,65003753540.25%-21
TRUIST FINL CORP(TFC)16,48216,48205004720.33%-29
KINDER MORGAN INC DEL(KMI)50,09150,114+238638310.58%-32
PAYPAL HLDGS INC(PYPL)4,4604,46002982610.18%-37
PROCTER AND GAMBLE CO(PG)6,8146,81401,0349940.70%-40
BROADCOM INC(AVGO)1,0901,09009459050.64%-40
SPDR S&P 500 ETF TR(SPY)687615-723052630.18%-42
LIGHTBRIDGE CORP34,16634,16601991530.11%-45
UNITED PARCEL SERVICE INC(UPS)1,9551,95503503050.21%-46
DOW INC(DOW)12,20611,714-4926506040.42%-46
NOKIA CORP(NOK)022,800+22,8000850.06%+85
VANGUARD INTL EQUITY INDEX F6,8365,814-1,0222782280.16%-50
NORFOLK SOUTHN CORP(NSC)1,7021,70203863350.24%-51
AUTOMATIC DATA PROCESSING IN3,6213,084-5377967420.52%-54
AT&T INC(T)35,39233,642-1,7505655050.35%-59
PEPSICO INC(PEP)10,03510,612+5771,8591,7981.26%-61
VISA INC(V)8,3678,36701,9871,9241.35%-63
PPG INDS INC(PPG)3,4003,40005044410.31%-63
CHURCHILL DOWNS INC(CHDN)3,0003,00004183480.24%-69
REALTY INCOME CORP(O)5,9145,664-2503542830.20%-71
NORTHROP GRUMMAN CORP(NOC)4,7224,72202,1522,0791.46%-74
ISHARES TR
CORE MSCI EAFE
11,24710,603-6447596820.48%-77
ALTRIA GROUP INC(MO)31,05731,512+4551,4071,3250.93%-82
HOME DEPOT INC(HD)9,9359,93503,0863,0022.11%-84
QUALCOMM INC(QCOM)11,51511,531+161,3711,2810.90%-90
COLGATE PALMOLIVE CO(CL)6,2515,501-7504823910.27%-90
NETFLIX INC(NFLX)1,5111,51106665710.40%-95
STARBUCKS CORP(SBUX)12,69212,674-181,2571,1570.81%-101
PIMCO ETF TR
ACTIVE BD ETF
21,30521,055-2501,9521,8511.30%-101
SSGA ACTIVE ETF TR
ST STR TOTAL ETF
34,86533,940-9251,4141,3120.92%-102
PHILIP MORRIS INTL INC(PM)15,05414,763-2911,4701,3670.96%-103
NEXTERA ENERGY INC(NEE)6,4746,47404803710.26%-109
DISNEY WALT CO(DIS)7,9167,331-5857075940.42%-113
WP CAREY INC(WPC)7,3757,125-2504983850.27%-113
TESLA INC(TSLA)7,2007,077-1231,8851,7711.24%-114
NEWMONT CORP(NEM)20,85120,651-2008907630.54%-126
JPMORGAN CHASE & CO(JPM)23,68922,797-8923,4453,3062.32%-139
FORD MTR CO DEL(F)000000
MERCK & CO INC(MRK)18,65719,424+7672,1532,0001.40%-153
EATON CORP PLC(ETN)2,9241,994-9305884250.30%-163
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