Fund HoldingsCravens & Co Advisors, LLC

Total Portfolio Value
$134.00M
Total Bought
$18.82M
Total Sold
$23.02M
Net Transaction
-$4.21M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
DOUBLELINE ETF TRUST
OPPO CORE BD ETF
0212,011+212,01109,8037.32%+9,803
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
392,465400,819+8,35412,94714,36510.72%+1,418
ELI LILLY & CO(LLY)01,534+1,53401,1960.89%+1,196
DIMENSIONAL ETF TRUST
EMERGING MKTS CO
372,222371,990-2329,84911,0418.24%+1,192
DIMENSIONAL ETF TRUST
INTL CORE EQUITY
311,152312,253+1,1018,6419,7087.24%+1,067
BROADCOM INC(AVGO)8,2558,166-891,3822,2511.68%+869
SHOPIFY INC(SHOP)07,472+7,47208620.64%+862
STARBUCKS CORP(SBUX)11,95420,982+9,0281,1731,9231.43%+750
META PLATFORMS INC(META)4,2994,265-342,4783,1482.35%+671
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
116,786132,210+15,4243,2883,8912.90%+603
MICROSOFT CORP(MSFT)4,4294,402-271,6632,1901.63%+527
TAIWAN SEMICONDUCTOR MFG LTD(TSM)6,9476,971+241,1531,5791.18%+426
ALPHABET INC(GOOG)8,1509,394+1,2441,2731,6661.24%+393
NETFLIX INC(NFLX)976965-119101,2920.96%+382
DOLLAR GEN CORP NEW(DG)13,60413,745+1411,1961,5721.17%+376
BOEING CO(BA)8,9529,030+781,5271,8921.41%+365
CLOUDFLARE INC(NET)4,4964,389-1075078590.64%+353
ILLUMINA INC(ILMN)03,678+3,67803510.26%+351
GE AEROSPACE(GE)4,8874,815-729781,2390.92%+261
AFFIRM HLDGS INC(AFRM)11,59611,343-2535247840.59%+260
JPMORGAN CHASE & CO.(JPM)5,4295,431+21,3321,5741.17%+243
AMAZON COM INC(AMZN)6,2376,398+1611,1871,4041.05%+217
PHILIP MORRIS INTL INC(PM)9,7779,611-1661,5521,7501.31%+199
SEA LTD(SE)6,9456,811-1349061,0890.81%+183
TOAST INC(TOST)16,05515,702-3535336950.52%+163
RTX CORPORATION(RTX)9,2139,327+1141,2201,3621.02%+142
BLACKSTONE INC(BX)9,6909,725+351,3541,4551.09%+100
US BANCORP DEL(USB)25,21225,21201,0641,1410.85%+76
ISHARES TR90090005065590.42%+53
ISHARES TR
TRS FLT RT BD
78,94880,000+1,0524,0004,0523.02%+52
BANK AMERICA CORP6,7006,70002803170.24%+37
ABBOTT LABS8,6468,625-211,1471,1730.88%+26
TC ENERGY CORP(TRP)6,3406,469+1292993160.24%+16
CANADIAN NAT RES LTD(CNQ)9,0359,190+1552782890.22%+10
NOVO-NORDISK A S(NVO)9,0339,210+1776276360.47%+8
GSK PLC(GSK)7,5897,759+1702942980.22%+4
ADVISORSHARES TR
PURE US CANN ETF
15,18816,968+1,78040410.03%+1
CROWN CASTLE INC(CCI)2,2232,257+342322320.17%0
CAPITAL GROUP GBL GROWTH EQT
SHS CREAT UNIT
7,0776,271-8062002000.15%-0
VALE S A20,15420,530+3762011990.15%-2
DUKE ENERGY CORP NEW(DUK)2,6272,683+563203170.24%-4
ALTRIA GROUP INC(MO)7,4977,574+774504440.33%-6
CAPITAL GROUP CORE EQUITY ET
SHS CREAT UNIT
14,23212,551-1,6814754640.35%-12
PROSPECT CAP CORP(PSEC)20,00020,000082640.05%-18
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
156,651155,123-1,5289,3059,2786.92%-27
VANGUARD INDEX FDS1,7721,560-2122842570.19%-28
LOWES COS INC(LOW)4,1644,203+399719330.70%-39
APPLE INC(AAPL)2,6542,657+35905450.41%-45
EOG RES INC(EOG)8,2068,326+1201,0529960.74%-56
VERTEX PHARMACEUTICALS INC(VRTX)2,1782,241+631,0569980.74%-58
BRISTOL-MYERS SQUIBB CO(BMY)5,3045,392+883232500.19%-74
CHEVRON CORP NEW(CVX)8,4028,930+5281,4061,2790.95%-127
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
151,908149,153-2,7558,9158,7676.54%-148
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
210,019206,507-3,5129,7269,5707.14%-156
CENOVUS ENERGY INC(CVE)19,8080-19,8082760-276
RIO TINTO PLC(RIO)12,0400-12,0407230-723
SHOPIFY INC(SHOP)7,6660-7,6667320-732
REGENERON PHARMACEUTICALS(REGN)1,2860-1,2868160-816
ABBVIE INC(ABBV)4,8660-4,8661,0200-1,020
SMARTFINANCIAL INC(SMBK)439,689279,669-160,02013,6669,4477.05%-4,218
DOUBLELINE ETF TRUST
OPPO CORE BD ETF
211,8300-211,8309,7800-9,780
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