Fund HoldingsDUDLEY CAPITAL MANAGEMENT, LLC

Total Portfolio Value
$155.74M
Total Bought
$12.30M
Total Sold
$5.65M
Net Transaction
+$6.66M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
MICROSOFT CORP(MSFT)033,416+33,416012,5668.07%+12,566
APPLE INC(AAPL)064,774+64,774012,4718.01%+12,471
VANGUARD INDEX FDS01,650+1,65007210.46%+721
CROWDSTRIKE HLDGS INC(CRWD)6,2136,693+4801,0401,7091.10%+669
COSTCO WHSL CORP NEW(COST)(Call)01,000+1,0000660+660
JPMORGAN CHASE & CO(JPM)22,79722,802+53,3063,8792.49%+573
AMERICAN TOWER CORP NEW(AMT)011,114+11,11402,3991.54%+2,399
BLACKSTONE INC(BX)24,75324,546-2072,6523,2142.06%+561
NVIDIA CORPORATION(NVDA)10,42610,285-1414,5355,0933.27%+558
SALESFORCE INC(CRM)3,2274,393+1,1666541,1560.74%+502
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
02,958+2,95804670.30%+467
HOME DEPOT INC(HD)9,9359,93503,0023,4432.21%+441
ALPHABET INC(GOOG)30,64531,729+1,0844,0104,4322.85%+422
ISHARES TR03,736+3,73604040.26%+404
QUALCOMM INC(QCOM)11,53111,434-971,2811,6541.06%+373
AMAZON COM INC(AMZN)13,93014,055+1251,7712,1361.37%+365
ATLANTIC UN BANKSHARES CORP(AUB)43,72543,72501,2581,5981.03%+339
BOEING CO(BA)05,431+5,43101,4160.91%+1,416
BROADCOM INC(AVGO)1,0901,09009051,2170.78%+311
VISA INC(V)8,3678,36701,9242,1781.40%+254
KKR & CO INC(KKR)03,000+3,00002490.16%+249
WYNN RESORTS LTD(WYNN)(Call)02,700+2,7000246+246
INTERNATIONAL BUSINESS MACHS(IBM)9,9579,961+41,3971,6291.05%+232
COSTCO WHSL CORP NEW(COST)1,7801,869+891,0051,2340.79%+228
ORACLE CORP(ORCL)02,059+2,05902170.14%+217
ILLINOIS TOOL WKS INC(ITW)0800+80002100.13%+210
OCCIDENTAL PETE CORP(OXY)03,500+3,50002090.13%+209
MASTERCARD INCORPORATED(MA)5,9945,99402,3732,5571.64%+183
META PLATFORMS INC(META)2,5662,651+857709380.60%+168
NETFLIX INC(NFLX)1,5111,51105717360.47%+165
ISHARES TR015,438+15,43801,5270.98%+1,527
ALPHABET INC(GOOG)16,82516,875+502,2182,3781.53%+160
INTEL CORP(INTC)11,32411,103-2214035580.36%+155
VERIZON COMMUNICATIONS INC(VZ)026,521+26,52101,0000.64%+1,000
UNION PAC CORP(UNP)3,6453,64507428950.57%+153
ABBVIE INC(ABBV)23,10423,210+1063,4443,5972.31%+153
RTX CORPORATION(RTX)010,890+10,89009160.59%+916
GENERAL DYNAMICS CORP(GD)3,8143,81408439900.64%+148
AGNC INVT CORP(AGNC)014,150+14,15001390.09%+139
TRUIST FINL CORP(TFC)16,48216,48204726090.39%+137
NORTHROP GRUMMAN CORP(NOC)4,7224,72202,0792,2111.42%+132
ONEOK INC NEW(OKE)18,06618,198+1321,1461,2780.82%+132
COCA COLA CO(KO)041,047+41,04702,4191.55%+2,419
ALPHABET INC(GOOG)(Call)1,000800-2000112+112
GENERAL ELECTRIC CO(GE)7,9877,787-2008839940.64%+111
NEWMONT CORP(NEM)20,65121,027+3767638700.56%+107
ALLSTATE CORP(ALL)3,6953,69504125170.33%+106
ARES MANAGEMENT CORPORATION(ARES)6,2006,20006387370.47%+100
HONEYWELL INTL INC(HON)3,7453,74506927850.50%+94
WYNN RESORTS LTD(WYNN)01,000+1,0000910.06%+91
NORFOLK SOUTHN CORP(NSC)1,7021,802+1003354260.27%+91
BLUE OWL CAPITAL CORPORATION(OBDC)52,85055,550+2,7007328200.53%+88
MERCK & CO INC(MRK)19,42419,115-3092,0002,0841.34%+84
NUVEEN VIRGINIA QLTY MUNCPL15,00019,750+4,7501432130.14%+70
PPG INDS INC(PPG)3,4003,40004415080.33%+67
ISHARES TR
CORE MSCI EAFE
10,60310,60306827460.48%+64
JOHNSON & JOHNSON(JNJ)046,297+46,29707,2574.66%+7,257
WP CAREY INC(WPC)7,1256,900-2253854470.29%+62
STARBUCKS CORP(SBUX)12,67412,675+11,1571,2170.78%+60
CHURCHILL DOWNS INC(CHDN)3,0003,00003484050.26%+57
BOOZ ALLEN HAMILTON HLDG COR3,0143,01403293860.25%+56
KINDER MORGAN INC DEL(KMI)50,11450,139+258318840.57%+54
EATON CORP PLC(ETN)1,9941,984-104254780.31%+53
WELLTOWER INC(WELL)6,1506,15005045550.36%+51
COLGATE PALMOLIVE CO(CL)5,5015,50103914380.28%+47
VIRGINIA NATL BANKSHARES COR11,65011,65003544010.26%+47
BERKSHIRE HATHAWAY INC DEL9,6349,584-503,3753,4182.19%+43
REALTY INCOME CORP(O)5,6645,66402833250.21%+42
WILLIAMS COS INC(WMB)34,82334,863+401,1731,2140.78%+41
PHILIP MORRIS INTL INC(PM)14,76314,952+1891,3671,4070.90%+40
DOW INC(DOW)11,71411,732+186046430.41%+39
MCDONALDS CORP(MCD)1,1201,12002953320.21%+37
ELI LILLY & CO(LLY)73073003924260.27%+33
SPDR S&P 500 ETF TR(SPY)61561502632920.19%+29
CATERPILLAR INC(CAT)1,1791,186+73223510.23%+29
THERMO FISHER SCIENTIFIC INC(TMO)1,0851,08505495760.37%+27
PROCTER AND GAMBLE CO(PG)6,8146,914+1009941,0130.65%+19
FIDELITY MERRIMACK STR TR7,6237,62303323510.23%+19
ISHARES TR1,9001,90002052230.14%+18
TESLA INC(TSLA)7,0777,199+1221,7711,7891.15%+18
MEDTRONIC PLC(MDT)016,706+16,70601,3760.88%+1,376
VANGUARD INTL EQUITY INDEX F5,8145,81402282390.15%+11
APOLLO GLOBAL MGMT INC(APO)3,0003,00002692800.18%+10
EATON VANCE TAX-MANAGED DIVE
COM
11,39011,472+821311400.09%+8
EATON VANCE LTD DURATION INC
COM
18,48318,133-3501671740.11%+7
NEXTERA ENERGY INC(NEE)6,4746,174-3003713750.24%+4
MFS SPL VALUE TR14,00014,000055570.04%+3
UNITED PARCEL SERVICE INC(UPS)1,9551,95503053070.20%+3
ABRDN ASIA PACIFIC INCOME FU10,00010,000025270.02%+3
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
6,7226,763+413373400.22%+2
PAYPAL HLDGS INC(PYPL)4,4604,281-1792612630.17%+2
ARES CAPITAL CORP(ARCC)48,00048,000049490.03%+1
DISNEY WALT CO(DIS)(Call)000000
RTX CORPORATION(RTX)(Call)8000-80000-0
TESLA INC(TSLA)(Put)3000-30000-0
WESTERN ASSET HIGH INCOME OP33,10031,100-2,0001201200.08%-0
ISHARES TR(Call)5,9000-5,90010-1
PROSPECT CAP CORP(PSEC)28,90028,500-4001751710.11%-4
AIR PRODS & CHEMS INC81581502312230.14%-8
KIMBELL RTY PARTNERS LP(KRP)10,00010,00001601510.10%-9
Page 1 of 1