Fund HoldingsBey-Douglas LLC

Total Portfolio Value
$116.04M
Total Bought
$1.76M
Total Sold
$13.87M
Net Transaction
-$12.11M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
ELI LILLY & CO(LLY)2,8855,175+2,2902,5563,9953.44%+1,439
ALPHABET INC(GOOG)57,04856,666-3829,46110,7279.24%+1,265
BOOKING HOLDINGS INC(BKNG)1,3991,389-105,8936,9025.95%+1,009
NVIDIA CORPORATION(NVDA)78,39977,924-4759,52110,4649.02%+944
SALESFORCE INC(CRM)15,58915,522-674,2675,1894.47%+922
FISERV INC(FISV)32,64332,560-835,8646,6885.76%+824
VISA INC(V)20,20220,057-1455,5556,3395.46%+784
APPLE INC(AAPL)28,84128,672-1696,7207,1806.19%+460
MCKESSON CORP(MCK)3,7293,711-181,8442,1151.82%+271
MASTERCARD INCORPORATED(MA)8,9948,929-654,4414,7024.05%+261
PALO ALTO NETWORKS INC(PANW)01,110+1,11002020.17%+202
AUTOMATIC DATA PROCESSING IN11,05810,987-713,0613,2162.77%+156
BROADCOM INC(AVGO)1,6481,643-52843810.33%+97
FS KKR CAP CORP(FSK)56,16753,611-2,5561,1081,1641.00%+56
INTUIT(INTU)9,8449,789-556,1136,1525.30%+39
AMAZON COM INC(AMZN)1,1291,107-222102430.21%+32
BLACKSTONE INC(BX)1,5301,53002342640.23%+30
GRAINGER W W INC(GWW)4,0223,992-304,1794,2073.63%+29
SOUTHERN CO(SO)4,2984,430+1323443650.31%+21
VANGUARD WORLD FD1,4181,387-314564760.41%+20
VANGUARD INDEX FDS1,3961,334-625365480.47%+12
T ROWE PRICE ETF INC
PRICE BLUE CHIP
6,6366,416-2202632700.23%+7
SPDR S&P 500 ETF TR(SPY)37437402152190.19%+5
HOME DEPOT INC(HD)82182103333330.29%0
MFS MULTIMARKET INCOME TR31,69130,559-1,1321541430.12%-11
EATON VANCE SHORT DURATION D
COM
17,54216,916-6261961850.16%-11
PACER FDS TR
US CASH COWS 100
8,4098,345-644864710.41%-15
ABRDN INCOME CREDIT STRATEGI21,02020,420-6001391220.11%-17
EATON CORP PLC(ETN)6,7586,663-952,2402,2111.91%-29
JOHNSON & JOHNSON(JNJ)1,8871,891+43062730.24%-32
PACER FDS TR
US SM CAP CA ETF
5,6165,199-4172612290.20%-32
PEPSICO INC(PEP)1,8661,86603172840.24%-34
ABBVIE INC(ABBV)1,7241,698-263413020.26%-39
RTX CORPORATION(RTX)2,4742,132-3423002470.21%-53
STRYKER CORPORATION(SYK)14,22614,119-1075,1395,0834.38%-56
ACCENTURE PLC IRELAND
SHS CLASS A
15,53715,418-1195,4925,4244.67%-68
TRACTOR SUPPLY CO(TSCO)3,14115,889+12,7489148430.73%-71
BERKSHIRE HATHAWAY INC DEL7,3027,246-563,3613,2842.83%-76
MERCK & CO INC(MRK)1,8100-1,8102060-206
LOWES COS INC(LOW)7780-7782110-211
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
2,5990-2,5992180-218
MICROSOFT CORP(MSFT)23,91622,862-1,05410,2919,6368.30%-655
ADOBE INC(ADBE)11,23011,155-755,8154,9604.27%-854
UNITEDHEALTH GROUP INC(UNH)7,0700-7,0704,1340-4,134
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