Fund HoldingsGR FINANCIAL GROUP, LLC

Total Portfolio Value
$648.65M
Total Bought
$99.79M
Total Sold
$26.08M
Net Transaction
+$73.71M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
PIMCO ETF TR
MULTISECTOR BD
03,161,261+3,161,261083,29912.84%+83,299
META PLATFORMS INC(META)1,0376,135+5,0986073,5360.55%+2,929
SPDR SER TR
ST STR P500ETF
025,485+25,48501,6760.26%+1,676
MICROSOFT CORP(MSFT)1,5094,773+3,2646361,7920.28%+1,156
AMAZON COM INC(AMZN)2,8888,849+5,9616341,6840.26%+1,050
APPLE INC(AAPL)11,40715,828+4,4212,8563,5160.54%+659
ISHARES TR04,188+4,18804140.06%+414
MICROSTRATEGY INC(MSTR)9101,418+5082644090.06%+145
ISHARES BITCOIN TRUST ETF(IBIT)6,2439,455+3,2123314430.07%+111
BERKSHIRE HATHAWAY INC DEL465504+392112690.04%+58
FIDELITY WISE ORIGIN BITCOIN(FBTC)7,0518,714+1,6635756270.10%+52
ARK 21SHARES BITCOIN ETF(ARKB)4,4135,456+1,0434124480.07%+37
ELI LILLY & CO(LLY)568569+14384700.07%+31
COSTCO WHSL CORP NEW(COST)1,1241,100-241,0301,0400.16%+11
TEXAS INSTRS INC(TXN)1,5161,528+122842740.04%-10
ISHARES TR3,9432,959-9844633440.05%-119
TESLA INC(TSLA)1,6462,039+3936655280.08%-136
NVIDIA CORPORATION(NVDA)3,6183,181-4374863450.05%-141
DIREXION SHS ETF TR
DAI SEM BUL ETF
8,4000-8,4002290-229
VANECK BITCOIN ETF(HODL)3,0140-3,0143190-319
RTX CORPORATION(RTX)12,3887,984-4,4041,4341,0580.16%-376
ISHARES TR4,3530-4,3534020-402
ALPHABET INC(GOOG)2,4210-2,4214610-461
PROSHARES TR
ULTRPRO S&P500
5,8790-5,8795210-521
SELECT SECTOR SPDR TR
ST STR TECHN ETF
3,9090-3,9099090-909
ISHARES TR501,867511,508+9,641295,439287,41644.31%-8,023
SPDR S&P 500 ETF TR(SPY)480,579463,121-17,458281,658259,06639.94%-22,592
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