Fund HoldingsTrueMark Investments, LLC

Total Portfolio Value
$292.50M
Total Bought
$193.77M
Total Sold
$9.90M
Net Transaction
+$183.87M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
CORNERSTONE STRATEGIC VALUE(CLM)0584,405+584,40504,5001.54%+4,500
GUGGENHEIM STRATEGIC OPPORTU(GOF)0301,053+301,05304,4891.53%+4,489
SIXTH STREET SPECIALTY LENDI(TSLX)0205,040+205,04004,3781.50%+4,378
NORDIC AMERICAN TANKERS LIMI
COM
01,098,719+1,098,71904,3731.50%+4,373
DHT HOLDINGS INC(DHT)0377,816+377,81604,3711.49%+4,371
OAKTREE SPECIALTY LENDING CO(OCSL)0225,547+225,54704,2431.45%+4,243
EURONAV NV(CMBT)0256,223+256,22304,2381.45%+4,238
INTERNATIONAL SEAWAYS INC(INSW)071,311+71,31104,2171.44%+4,217
GLOBAL NET LEASE INC(GNL)0458,073+458,07303,3671.15%+3,367
FIRST TR EXCHANGE-TRADED FD
NASDAQ BUYWRITE
0164,211+164,21103,3531.15%+3,353
GOLDMAN SACHS GROUP INC(GS)07,065+7,06503,1961.09%+3,196
ORCHID IS CAP INC(ORC)0382,958+382,95803,1941.09%+3,194
AIR PRODS & CHEMS INC011,961+11,96103,0871.06%+3,087
READY CAPITAL CORP0376,820+376,82003,0821.05%+3,082
HERCULES CAPITAL INC(HCXY)0147,418+147,41803,0151.03%+3,015
BRITISH AMERN TOB PLC(BTI)95,508189,233+93,7252,9135,8532.00%+2,940
ARBOR REALTY TRUST INC0201,573+201,57302,8930.99%+2,893
NEXTERA ENERGY INC(NEE)47,26982,320+35,0513,0215,8291.99%+2,808
AES CORP(AES)0154,646+154,64602,7170.93%+2,717
CLOUDFLARE INC(NET)026,167+26,16702,1670.74%+2,167
NEXTERA ENERGY PARTNERS LP(XIFR)078,310+78,31002,1640.74%+2,164
PFIZER INC(PFE)44,282120,138+75,8561,2293,3611.15%+2,133
CORNERSTONE TOTAL RETURN FD(CRF)0270,805+270,80502,1260.73%+2,126
PROSPECT CAP CORP(PSEC)0380,932+380,93202,1070.72%+2,107
ELI LILLY & CO(LLY)02,271+2,27102,0560.70%+2,056
CNA FINL CORP(CNA)044,603+44,60302,0550.70%+2,055
COGENT COMMUNICATIONS HLDGS035,941+35,94102,0290.69%+2,029
NVIDIA CORPORATION(NVDA)6,04360,418+54,3755,4607,4642.55%+2,004
NOVO-NORDISK A S(NVO)013,447+13,44701,9190.66%+1,919
SCORPIO TANKERS INC(STNG)023,056+23,05601,8740.64%+1,874
AMERICAN ELEC PWR CO INC34,58354,836+20,2532,9784,8111.64%+1,834
PHILIP MORRIS INTL INC(PM)26,18541,665+15,4802,3994,2221.44%+1,823
MONGODB INC(MDB)07,075+7,07501,7680.60%+1,768
VERIZON COMMUNICATIONS INC(VZ)74,968119,086+44,1183,1464,9111.68%+1,765
DANAOS CORPORATION(DAC)018,770+18,77001,7340.59%+1,734
AGNC INVT CORP(AGNC)0181,531+181,53101,7320.59%+1,732
LEGG MASON ETF INVT
FRANKLIN INTL LW
058,344+58,34401,7290.59%+1,729
GRIFFON CORP(GFF)027,058+27,05801,7280.59%+1,728
ARMOUR RESIDENTIAL REIT INC087,296+87,29601,6920.58%+1,692
OXFORD LANE CAP CORP0303,196+303,19601,6430.56%+1,643
FRONTLINE PLC(FRO)063,041+63,04101,6240.56%+1,624
EXXON MOBIL CORP23,70237,634+13,9322,7554,3321.48%+1,577
HERSHEY CO(HSY)11,40120,499+9,0982,2173,7681.29%+1,551
PIMCO DYNAMIC INCOME FD(PDI)081,704+81,70401,5370.53%+1,537
GLADSTONE CAPITAL CORP062,334+62,33401,4510.50%+1,451
EAGLE POINT CREDIT COMPANY I0143,712+143,71201,4440.49%+1,444
GOLDMAN SACHS BDC INC(GSBD)095,676+95,67601,4380.49%+1,438
INVESCO EXCH TRADED FD TR II
SR LN ETF
067,985+67,98501,4300.49%+1,430
GILEAD SCIENCES INC(GILD)020,634+20,63401,4160.48%+1,416
ORACLE CORP(ORCL)20,10127,792+7,6912,5253,9241.34%+1,399
GOLUB CAP BDC INC(GBDC)088,408+88,40801,3890.47%+1,389
CHEVRON CORP NEW(CVX)15,21824,119+8,9012,4003,7731.29%+1,372
BROADCOM INC(AVGO)2,8153,170+3553,7315,0901.74%+1,359
KINDER MORGAN INC DEL(KMI)101,993161,751+59,7581,8713,2141.10%+1,343
ISHARES TR
TRS FLT RT BD
026,289+26,28901,3320.46%+1,332
KKR REAL ESTATE FIN TR INC0144,156+144,15601,3050.45%+1,305
MORGAN STANLEY(MS)20,71032,965+12,2551,9503,2041.10%+1,254
DYNEX CAP INC(DX)0104,808+104,80801,2510.43%+1,251
SSGA ACTIVE ETF TR
ST STR BL LN ETF
029,190+29,19001,2200.42%+1,220
WISDOMTREE TR(WT)024,247+24,24701,2200.42%+1,220
B. RILEY FINANCIAL INC067,838+67,83801,1970.41%+1,197
CAMPING WORLD HLDGS INC066,130+66,13001,1810.40%+1,181
UNITEDHEALTH GROUP INC(UNH)06,046+6,04603,0791.05%+3,079
NEW YORK CMNTY BANCORP INC0364,167+364,16701,1730.40%+1,173
EOG RES INC(EOG)025,499+25,49903,2101.10%+3,210
JOHNSON & JOHNSON(JNJ)9,13917,757+8,6181,4462,5950.89%+1,150
CITIGROUP INC(C)60,74278,499+17,7573,8414,9821.70%+1,140
GLOBAL X FDS
NASDAQ 100 COVER
064,165+64,16501,1340.39%+1,134
ISHARES TR010,222+10,22201,1300.39%+1,130
SABINE RTY TR(SBR)017,105+17,10501,1070.38%+1,107
DEVON ENERGY CORP NEW(DVN)069,520+69,52003,2951.13%+3,295
COCA COLA CONS INC(COKE)01,002+1,00201,0870.37%+1,087
BROOKFIELD REAL ASSETS INCOM082,082+82,08201,0470.36%+1,047
ABBVIE INC(ABBV)05,926+5,92601,0160.35%+1,016
ARES MANAGEMENT CORPORATION(ARES)07,609+7,60901,0140.35%+1,014
INVESCO EXCH TRADED FD TR II
SHORT TERM ETF
09,525+9,52501,0050.34%+1,005
ARCH RESOURCES INC06,445+6,44509810.34%+981
NEWMONT CORP(NEM)022,808+22,80809550.33%+955
SONIC AUTOMOTIVE INC(SAH)016,838+16,83809170.31%+917
SPDR SER TR
ST STR BLO 1 ETF
09,936+9,93609120.31%+912
CRH PLC
ORD
27,55743,811+16,2542,3773,2851.12%+908
ANNALY CAPITAL MANAGEMENT IN046,529+46,52908870.30%+887
BOISE CASCADE CO DEL(BCC)06,796+6,79608100.28%+810
BLACKSTONE MTG TR INC(BXMT)045,971+45,97108010.27%+801
MEDTRONIC PLC(MDT)20,33432,331+11,9971,7722,5450.87%+773
PEPSICO INC(PEP)7,09512,163+5,0681,2422,0060.69%+764
GENUINE PARTS CO(GPC)11,35518,063+6,7081,7592,4980.85%+739
COSTCO WHSL CORP NEW(COST)0834+83407090.24%+709
VANECK ETF TRUST
IG FLOA RATE ETF
027,332+27,33206970.24%+697
POWERSHARES ACTIVELY MANAGED
VAR RATE INVT
027,641+27,64106950.24%+695
GOLDMAN SACHS ETF TR06,941+6,94106950.24%+695
CROWDSTRIKE HLDGS INC(CRWD)10,72710,72703,4394,1101.41%+672
FS KKR CAP CORP(FSK)033,943+33,94306700.23%+670
GENERAL MLS INC(GIS)010,159+10,15906430.22%+643
CLEARWAY ENERGY INC(CWEN)025,961+25,96106410.22%+641
PENSKE AUTOMOTIVE GRP INC(PAG)04,225+4,22506300.22%+630
VANECK ETF TRUST
BDC INCOME ETF
036,515+36,51506250.21%+625
OMEGA HEALTHCARE INVS INC(OHI)017,988+17,98806160.21%+616
DICKS SPORTING GOODS INC(DKS)02,865+2,86506160.21%+616
ISHARES U S ETF TR
SHOR DURA BD ETF
011,702+11,70205890.20%+589
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