Fund HoldingsDUDLEY CAPITAL MANAGEMENT, LLC

Total Portfolio Value
$191.04M
Total Bought
$11.79M
Total Sold
$8.39M
Net Transaction
+$3.39M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
APPLE INC(AAPL)63,88863,871-1713,45614,8827.79%+1,426
JOHNSON & JOHNSON(JNJ)046,627+46,62707,5563.96%+7,556
BLACKSTONE INC(BX)025,004+25,00403,8292.00%+3,829
HOME DEPOT INC(HD)09,935+9,93504,0262.11%+4,026
ABBVIE INC(ABBV)023,027+23,02704,5472.38%+4,547
BERKSHIRE HATHAWAY INC DEL10,45810,45804,2544,8132.52%+559
TESLA INC(TSLA)7,8397,83901,5512,0511.07%+500
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
09,694+9,69404920.26%+492
INTERNATIONAL BUSINESS MACHS(IBM)09,821+9,82102,1711.14%+2,171
NORTHROP GRUMMAN CORP(NOC)04,722+4,72202,4941.31%+2,494
WALMART INC(WMT)32,18732,190+32,1792,5991.36%+420
S&P GLOBAL INC(SPGI)0808+80804170.22%+417
DELL TECHNOLOGIES INC(DELL)(Call)03,500+3,5000415+415
AMERICAN TOWER CORP NEW(AMT)10,81610,717-992,1022,4921.30%+390
COSTCO WHSL CORP NEW(COST)2,1032,410+3071,7882,1371.12%+349
COCA COLA CO(KO)41,04941,052+32,6132,9501.54%+337
ARISTA NETWORKS INC0825+82503170.17%+317
BUILDERS FIRSTSOURCE INC(BLDR)(Call)01,600+1,6000310+310
AMGEN INC(AMGN)0940+94003030.16%+303
TRANSDIGM GROUP INC(TDG)0212+21203030.16%+303
MASTERCARD INCORPORATED(MA)06,110+6,11003,0171.58%+3,017
ELI LILLY & CO(LLY)1,1931,544+3511,0801,3680.72%+288
PHILIP MORRIS INTL INC(PM)14,60114,555-461,4801,7670.92%+287
BRISTOL-MYERS SQUIBB CO(BMY)028,122+28,12201,4550.76%+1,455
ISHARES TR16,42617,153+7271,7522,0061.05%+254
DOMINION ENERGY INC(D)04,361+4,36102520.13%+252
GE VERNOVA INC(GEV)0984+98402510.13%+251
CAVA GROUP INC(CAVA)01,975+1,97502450.13%+245
JPMORGAN CHASE & CO.(JPM)24,79724,861+645,0155,2422.74%+227
PALANTIR TECHNOLOGIES INC(PLTR)06,000+6,00002230.12%+223
ISHARES TR
CORE HIGH DV ETF
01,882+1,88202210.12%+221
META PLATFORMS INC(META)3,0213,035+141,5231,7370.91%+214
ILLINOIS TOOL WKS INC(ITW)0800+80002100.11%+210
RTX CORPORATION(RTX)10,89010,740-1501,0931,3010.68%+208
GE AEROSPACE(GE)06,751+6,75101,2730.67%+1,273
NUVEEN CHURCHILL DIRECT LEND011,714+11,71402040.11%+204
CATERPILLAR INC(CAT)1,9542,161+2076518450.44%+194
KINDER MORGAN INC DEL(KMI)52,72655,782+3,0561,0481,2320.65%+185
ONEOK INC NEW(OKE)18,27918,315+361,4911,6690.87%+178
ARBOR REALTY TRUST INC010,500+10,50001630.09%+163
BROADCOM INC(AVGO)1,09011,080+9,9901,7501,9111.00%+161
MEDTRONIC PLC(MDT)015,317+15,31701,3790.72%+1,379
STARBUCKS CORP(SBUX)09,835+9,83509590.50%+959
WELLTOWER INC(WELL)6,0756,07506337780.41%+144
ARES MANAGEMENT CORPORATION(ARES)6,2006,20008269660.51%+140
WILLIAMS COS INC(WMB)34,93734,970+331,4851,5960.84%+112
ALLSTATE CORP(ALL)3,6953,69505907010.37%+111
REALTY INCOME CORP(O)5,7146,504+7903024120.22%+111
VISA INC(V)08,442+8,44202,3211.21%+2,321
AUTOMATIC DATA PROCESSING IN2,9462,921-257038080.42%+105
ALTRIA GROUP INC(MO)18,68318,705+228519550.50%+104
VIRGINIA NATL BANKSHARES COR11,65011,65003824850.25%+103
VERIZON COMMUNICATIONS INC(VZ)27,22627,176-501,1231,2200.64%+98
ORACLE CORP(ORCL)1,8592,109+2502623590.19%+97
NEWMONT CORP(NEM)20,45317,778-2,6758569500.50%+94
EXXON MOBIL CORP46,58746,499-885,3635,4512.85%+88
KKR & CO INC(KKR)3,0153,095+803174040.21%+87
NEXTERA ENERGY INC(NEE)6,1186,11804335170.27%+84
SALESFORCE INC(CRM)04,274+4,27401,1700.61%+1,170
WP CAREY INC(WPC)6,9007,400+5003804610.24%+81
GRAYSCALE BITCOIN MINI TR BT014,122+14,1220800.04%+80
UNION PAC CORP(UNP)3,6453,64508258980.47%+74
ADVANCED MICRO DEVICES INC(AMD)1,5231,948+4252473200.17%+73
THERMO FISHER SCIENTIFIC INC(TMO)1,0841,08405996700.35%+71
TARGA RES CORP(TRGP)3,6003,60004645330.28%+69
TRUIST FINL CORP(TFC)16,32816,32806346980.37%+64
CISCO SYS INC(CSCO)047,023+47,02302,5031.31%+2,503
BXP INC(BXP)4,0003,800-2002463060.16%+60
ISHARES TR
CORE MSCI EAFE
10,60310,60307708280.43%+57
NORFOLK SOUTHN CORP(NSC)1,6801,68003614170.22%+57
PROCTER AND GAMBLE CO(PG)6,8146,81401,1241,1800.62%+56
MCDONALDS CORP(MCD)1,1201,12002853410.18%+56
NETFLIX INC(NFLX)1,5981,59801,0781,1330.59%+55
COSTCO WHSL CORP NEW(COST)(Call)1,5001,50001,2751,330+55
VANGUARD INDEX FDS1,6661,682+168338880.46%+54
AT&T INC(T)24,35223,602-7504655190.27%+54
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
3,0833,08305065520.29%+46
GENERAL DYNAMICS CORP(GD)3,8493,839-101,1171,1600.61%+43
SSGA ACTIVE ETF TR
ST STR TOTAL ETF
25,45025,45001,0111,0540.55%+43
VANGUARD INTL EQUITY INDEX F4,8465,320+4742122550.13%+43
TAIWAN SEMICONDUCTOR MFG LTD(TSM)724959+2351261670.09%+41
COLGATE PALMOLIVE CO(CL)5,5015,50105345710.30%+37
AIR PRODS & CHEMS INC80080002062380.12%+32
DELL TECHNOLOGIES INC(DELL)0260+2600310.02%+31
NUVEEN VIRGINIA QLTY MUNCPL19,75019,75002272570.13%+30
EATON CORP PLC(ETN)1,6241,62405095380.28%+29
PIMCO ETF TR
ACTIVE BD ETF
16,16015,860-3001,4721,5010.79%+29
ISHARES TR1,9001,90002302570.13%+27
AGNC INVT CORP(AGNC)14,15015,150+1,0001351580.08%+23
PPG INDS INC(PPG)3,4003,40004284500.24%+22
GENUINE PARTS CO(GPC)016,414+16,41402,2931.20%+2,293
APOLLO GLOBAL MGMT INC(APO)3,0003,00003543750.20%+21
SPDR S&P 500 ETF TR(SPY)63563503463640.19%+19
EATON VANCE LTD DURATION INC
COM
18,13318,13301771910.10%+14
MARSH & MCLENNAN COS INC(MRSH)1,0101,01002132250.12%+12
FIDELITY MERRIMACK STR TR8,6238,523-1003873980.21%+11
BUILDERS FIRSTSOURCE INC(BLDR)045+45090.00%+9
EATON VANCE TAX-MANAGED DIVE
COM
11,63611,724+881631720.09%+8
PEPSICO INC(PEP)9,7459,497-2481,6071,6150.85%+8
WESTERN ASSET HIGH INCOME OP31,10031,10001181260.07%+7
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