Fund HoldingsAlternative Investment Advisors, LLC.

Total Portfolio Value
$189.20M
Total Bought
$6.31M
Total Sold
$4.99M
Net Transaction
+$1.33M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
SKYWARD SPECIALTY INS GROUP(SKWD)034,187+34,18701,8090.96%+1,809
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
40,58349,411+8,8281,8402,2881.21%+448
ISHARES TR
CORE UNIVRSL USD
74,24880,045+5,7973,3563,6881.95%+332
INTERNATIONAL BUSINESS MACHS(IBM)10,73510,783+482,3602,6811.42%+321
SPDR GOLD TR(GLD)1,9082,573+6654627410.39%+279
PROSHARES TR
PSHS ULT S&P 500
02,725+2,72502260.12%+226
BLACKROCK ETF TRUST
ISHARES US EQUIT
105,139114,892+9,7535,3885,6022.96%+214
SCHWAB STRATEGIC TR95,371101,624+6,2532,3172,5261.34%+210
ISHARES TR52,00152,915+9144,6304,7942.53%+163
ISHARES SILVER TR(SLV)9,38611,041+1,6552473420.18%+95
NETFLIX INC(NFLX)273328+552433060.16%+63
DOXIMITY INC(DOCS)12,42912,42906647210.38%+58
AT&T INC(T)9,6389,345-2932192640.14%+45
OCCIDENTAL PETE CORP(OXY)20,87521,694+8191,0311,0710.57%+39
VISA INC(V)817847+302582970.16%+39
CHEVRON CORP NEW(CVX)1,6271,636+92362740.14%+38
OTTER TAIL CORP(OTTR)4,6214,650+293413740.20%+33
DUKE ENERGY CORP NEW(DUK)2,2132,220+72382710.14%+32
AMAZON COM INC(AMZN)5,9226,971+1,0491,2991,3260.70%+27
NOKIA CORP(NOK)12,03312,033053630.03%+10
WELLS FARGO CO NEW(WFC)4,6544,656+23273340.18%+7
FORD MTR CO(F)10,28110,578+2971021060.06%+4
ISHARES INC5,9245,892-322252250.12%0
INVESCO QQQ TR637691+543263240.17%-2
ONEOK INC NEW(OKE)12,20612,331+1251,2251,2240.65%-2
VANGUARD SPECIALIZED FUNDS1,4021,389-132752690.14%-5
HOME DEPOT INC(HD)599621+222332280.12%-5
ISHARES TR21,62420,681-9432,1532,1461.13%-7
ISHARES TR78,85276,999-1,8537,2297,2213.82%-8
DEERE & CO(DE)805704-1013413310.17%-11
ISHARES TR1,0631,066+33553390.18%-17
LAM RESEARCH CORP(LRCX)22,05121,616-4351,5931,5710.83%-21
ALPHABET INC(GOOG)1,2811,325+442442070.11%-37
SPDR S&P 500 ETF TR(SPY)1,4871,488+18718330.44%-39
WALMART INC(WMT)4,3493,952-3973933470.18%-46
ISHARES TR8,4257,730-6956916390.34%-51
GERON CORP(GERN)32,57839,278+6,700115620.03%-53
SCHWAB STRATEGIC TR39,15238,021-1,1319088390.44%-68
ISHARES TR68,95165,220-3,7316,0215,9373.14%-84
GEVO INC92,78092,78001941080.06%-86
MATADOR RES CO(MTDR)22,70023,304+6041,2771,1910.63%-86
MICROSOFT CORP(MSFT)2,4262,474+481,0229290.49%-94
ISHARES TR
0-5YR HI YL CP
60,02057,470-2,5502,5572,4441.29%-114
ISHARES TR
CORE DIV GRWTH
193,422190,029-3,39311,86511,7406.21%-125
BROADCOM INC(AVGO)2,6692,501-1686194190.22%-200
ALPHABET INC(GOOG)6,2286,035-1931,1799330.49%-246
PIMCO ETF TR
0-5 HIGH YIELD
35,78032,988-2,7923,3523,0901.63%-262
TESLA INC(TSLA)6600-6602670-267
ADVANCED MICRO DEVICES INC(AMD)12,79312,313-4801,5451,2650.67%-280
BERKSHIRE HATHAWAY INC DEL2,3321,405-9271,0577480.40%-309
APPLE INC(AAPL)6,4275,847-5801,6091,2990.69%-311
ISHARES TR21,09221,305+2136,0925,7703.05%-322
ISHARES TR48,24845,835-2,4139,2108,7354.62%-475
ISHARES TR
MSCI USA QLT FCT
56,04755,371-6769,9819,4625.00%-519
NVIDIA CORPORATION(NVDA)20,41420,502+882,7412,2221.17%-519
ISHARES TR147,374153,050+5,67686,75785,99945.45%-758
COTERRA ENERGY INC60,0440-60,0441,5340-1,534
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