Fund HoldingsDUDLEY CAPITAL MANAGEMENT, LLC

Total Portfolio Value
$195.21M
Total Bought
$11.86M
Total Sold
$12.42M
Net Transaction
-$566.5K
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
TESLA INC(TSLA)7,8398,445+6062,0513,4101.75%+1,360
APPLE INC(AAPL)63,87163,485-38614,88215,8988.14%+1,016
NVIDIA CORPORATION(NVDA)0100,110+100,110013,4446.89%+13,444
BROADCOM INC(AVGO)11,08012,070+9901,9112,7981.43%+887
ALPHABET INC(GOOG)033,375+33,37506,3183.24%+6,318
PALANTIR TECHNOLOGIES INC(PLTR)(Put)011,000+11,0000832+832
JPMORGAN CHASE & CO.(JPM)24,86124,930+695,2425,9763.06%+734
WILLIAMS COS INC(WMB)34,97041,775+6,8051,5962,2611.16%+664
AMAZON COM INC(AMZN)015,888+15,88803,4861.79%+3,486
COSTCO WHSL CORP NEW(COST)(Call)1,5002,000+5001,3301,833+503
CROWDSTRIKE HLDGS INC(CRWD)07,457+7,45702,5511.31%+2,551
BLOCK INC(XYZ)05,453+5,45304630.24%+463
ALPHABET INC(GOOG)016,640+16,64003,1691.62%+3,169
BLACKSTONE INC(BX)25,00424,425-5793,8294,2112.16%+383
ARISTA NETWORKS INC(ANET)03,248+3,24803590.18%+359
VISA INC(V)8,4428,44202,3212,6681.37%+347
NUVEEN CHURCHILL DIRECT LEND11,71432,187+20,4732045400.28%+336
WALMART INC(WMT)32,19032,19002,5992,9081.49%+309
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
04,560+4,56003060.16%+306
NETFLIX INC(NFLX)1,5981,588-101,1331,4150.73%+282
KINDER MORGAN INC DEL(KMI)55,78255,152-6301,2321,5110.77%+279
UBER TECHNOLOGIES INC(UBER)04,542+4,54202740.14%+274
GRAYSCALE BITCOIN TRUST ETF(GBTC)03,647+3,64702700.14%+270
SALESFORCE INC(CRM)4,2744,263-111,1701,4250.73%+255
CISCO SYS INC(CSCO)47,02346,450-5732,5032,7501.41%+247
TEXAS PACIFIC LAND CORPORATI(TPL)0212+21202340.12%+234
PALANTIR TECHNOLOGIES INC(PLTR)6,0006,025+252234560.23%+232
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
03,965+3,96502280.12%+228
BOOZ ALLEN HAMILTON HLDG COR(Call)01,700+1,7000219+219
BLUE OWL CAPITAL INC(OBDC)09,350+9,35002170.11%+217
MASTERCARD INCORPORATED(MA)6,1106,100-103,0173,2121.65%+195
ONEOK INC NEW(OKE)18,31518,344+291,6691,8420.94%+173
META PLATFORMS INC(META)3,0353,211+1761,7371,8800.96%+143
BRISTOL-MYERS SQUIBB CO(BMY)28,12228,12201,4551,5910.81%+136
ARES MANAGEMENT CORPORATION(ARES)6,2006,20009661,0980.56%+131
WP CAREY INC(WPC)7,40010,800+3,4004615880.30%+127
APOLLO GLOBAL MGMT INC(APO)3,0003,00003754950.25%+121
TARGA RES CORP(TRGP)3,6003,60005336430.33%+110
COSTCO WHSL CORP NEW(COST)2,4102,425+152,1372,2221.14%+86
ISHARES TR17,15318,087+9342,0062,0841.07%+78
GE VERNOVA INC(GEV)98498402513240.17%+73
LIGHTBRIDGE CORP034,166+34,16601620.08%+162
CADENCE DESIGN SYSTEM INC(CDNS)01,061+1,06103190.16%+319
HONEYWELL INTL INC(HON)03,655+3,65508260.42%+826
KKR & CO INC(KKR)3,0953,09504044580.23%+54
DISNEY WALT CO(DIS)03,145+3,14503500.18%+350
AUTOMATIC DATA PROCESSING IN2,9212,92108088550.44%+47
S&P GLOBAL INC(SPGI)808926+1184174610.24%+44
ENERGY TRANSFER L P(ET)011,887+11,88702330.12%+233
DELL TECHNOLOGIES INC(DELL)260560+30031650.03%+34
QUANTUM SI INC011,000+11,0000300.02%+30
TILRAY BRANDS INC021,725+21,7250290.01%+29
NVIDIA CORPORATION(NVDA)(Call)0200+200027+27
ALTRIA GROUP INC(MO)18,70518,728+239559790.50%+25
TAIWAN SEMICONDUCTOR MFG LTD(TSM)95995901671890.10%+23
VANGUARD INDEX FDS1,6821,68208889060.46%+19
ISHARES TR
CORE HIGH DV ETF
1,8822,132+2502212390.12%+18
PALO ALTO NETWORKS INC(PANW)01,330+1,33002420.12%+242
BLUE OWL CAPITAL CORPORATION(OBDC)062,820+62,82009500.49%+950
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
9,69410,012+3184925040.26%+12
ALLSTATE CORP(ALL)3,6953,69507017120.36%+12
AT&T INC(T)23,60223,252-3505195290.27%+10
TRUIST FINL CORP(TFC)16,32816,32806987080.36%+10
SPDR S&P 500 ETF TR(SPY)63563503643720.19%+8
BXP INC(BXP)3,8004,200+4003063120.16%+7
ATLANTIC UN BANKSHARES CORP(AUB)030,071+30,07101,1390.58%+1,139
EATON VANCE TAX-MANAGED DIVE
COM
11,72411,809+851721770.09%+5
KIMBELL RTY PARTNERS LP(KRP)010,000+10,00001620.08%+162
EATON CORP PLC(ETN)1,6241,62405385390.28%+1
ORACLE CORP(ORCL)2,1092,159+503593600.18%0
WESTERN ASSET HIGH INCOME OP31,10031,10001261220.06%-4
CHURCHILL DOWNS INC(CHDN)02,460+2,46003290.17%+329
AIR PRODS & CHEMS INC80080002382320.12%-6
ILLINOIS TOOL WKS INC(ITW)80080002102030.10%-7
ISHARES TR1,9001,90002572490.13%-7
NUVEEN VIRGINIA QLTY MUNCPL19,75019,75002572500.13%-8
BUILDERS FIRSTSOURCE INC(BLDR)450-4590-9
MARSH & MCLENNAN COS INC(MRSH)1,0101,01002252150.11%-11
TRANSDIGM GROUP INC(TDG)212230+183032910.15%-11
DOMINION ENERGY INC(D)4,3614,461+1002522400.12%-12
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
3,0833,08305525400.28%-12
WELLTOWER INC(WELL)6,0756,07507787660.39%-12
EATON VANCE LTD DURATION INC
COM
18,13318,13301911770.09%-13
INTERNATIONAL BUSINESS MACHS(IBM)9,8219,809-122,1712,1561.10%-15
FIDELITY MERRIMACK STR TR8,5238,52303983820.20%-16
ARBOR REALTY TRUST INC10,50010,50001631450.07%-18
MCDONALDS CORP(MCD)1,1201,108-123413210.16%-20
UNITED PARCEL SERVICE INC(UPS)01,955+1,95502470.13%+247
AMGEN INC(AMGN)9401,085+1453032830.14%-20
PHILIP MORRIS INTL INC(PM)14,55514,509-461,7671,7460.89%-21
CROWDSTRIKE HLDGS INC(CRWD)(Call)000000
NORFOLK SOUTHN CORP(NSC)1,6801,655-254173880.20%-29
PROSPECT CAP CORP(PSEC)027,900+27,90001200.06%+120
AGNC INVT CORP(AGNC)15,15013,200-1,9501581220.06%-37
PROCTER AND GAMBLE CO(PG)6,8146,81401,1801,1420.59%-38
VIRGINIA NATL BANKSHARES COR11,65011,65004854450.23%-40
VANGUARD INTL EQUITY INDEX F5,3204,846-4742552130.11%-41
PPG INDS INC(PPG)3,4003,40004504060.21%-44
CHEVRON CORP NEW(CVX)043,920+43,92006,3613.26%+6,361
CATERPILLAR INC(CAT)2,1612,157-48457820.40%-63
Page 1 of 1