Fund HoldingsMAINSAIL ASSET MANAGEMENT, LLC

Total Portfolio Value
$126.20M
Total Bought
$6.65M
Total Sold
$2.45M
Net Transaction
+$4.20M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
VANGUARD INDEX FDS82,82183,272+45128,50731,14524.68%+2,638
APPLE INC(AAPL)20,03420,043+93,4354,2223.35%+786
ISHARES SILVER TR(SLV)015,000+15,00003990.32%+399
COEUR MNG INC(CDE)067,500+67,50003790.30%+379
PALANTIR TECHNOLOGIES INC(PLTR)012,710+12,71003220.26%+322
VANECK ETF TRUST
GOLD MINERS ETF
8,00015,000+7,0002535090.40%+256
FIRST TR EXCHANGE-TRADED FD
FT VEST S&P 500
04,966+4,96602510.20%+251
NVIDIA CORPORATION(NVDA)6196,392+5,7735597900.63%+230
VERTEX PHARMACEUTICALS INC(VRTX)0450+45002110.17%+211
SPDR SER TR
ST STR P500GRW
02,516+2,51602020.16%+202
AMAZON COM INC(AMZN)7,5338,033+5001,3591,5521.23%+194
ALPHABET INC(GOOG)5,8205,824+48861,0680.85%+182
MICROSOFT CORP(MSFT)5,5535,557+42,3362,4841.97%+148
VANGUARD INDEX FDS10,75610,746-102,7952,8752.28%+79
TESLA INC(TSLA)3,3603,36005916650.53%+74
ORACLE CORP(ORCL)3,3003,30004154660.37%+51
SOUTHERN CO(SO)7,6327,63205475920.47%+44
ISHARES TR11,16511,164-18208350.66%+15
UNITEDHEALTH GROUP INC(UNH)55055002722800.22%+8
DUKE ENERGY CORP NEW(DUK)2,2702,27002202280.18%+8
ALPS ETF TR
ALERIAN MLP
15,13615,13607187260.58%+8
VANGUARD BD INDEX FDS6,9516,995+445335370.43%+4
ISHARES TR11,21711,389+1722622650.21%+3
JPMORGAN CHASE & CO.(JPM)1,3941,39402792820.22%+3
VANGUARD WHITEHALL FDS3,3473,373+262302310.18%+1
VANGUARD WORLD FD
CONSUM STP ETF
1,6911,69103453430.27%-2
CHEVRON CORP NEW(CVX)1,8761,87602962930.23%-2
VANGUARD TAX-MANAGED FDS5,3715,376+52692660.21%-4
MEDICAL PPTYS TRUST INC(MPT)13,89513,993+9865600.05%-5
VANGUARD WORLD FD
HEALTH CAR ETF
1,8111,81104904820.38%-8
ISHARES TR4,0004,00002432340.19%-9
VANGUARD BD INDEX FDS2,9592,859-1002152060.16%-9
REGIONS FINANCIAL CORP NEW(RF)10,49010,49002212100.17%-10
VANGUARD WORLD FD
CONSUM DIS ETF
2,0382,03806486370.50%-11
VANGUARD WORLD FD
FINANCIALS ETF
5,0385,03805165030.40%-13
SELECT SECTOR SPDR TR
ST STR INDL ETF
4,0004,00005044870.39%-16
BERKSHIRE HATHAWAY INC DEL1,3641,36405745550.44%-19
SELECT SECTOR SPDR TR
ST STR MATER ETF
4,5004,50004183970.31%-21
VANGUARD BD INDEX FDS
VANGUARD ULTRA
16,99416,582-4128428210.65%-21
JOHNSON & JOHNSON(JNJ)1,9211,92103042810.22%-23
OREILLY AUTOMOTIVE INC(ORLY)35835804043780.30%-26
CONAGRA BRANDS INC(CAG)21,49221,49206376110.48%-26
SOUTHSTATE CORPORATION3,3633,384+212862590.20%-27
VISA INC(V)1,7751,77504954660.37%-29
VANGUARD WORLD FD5,9095,599-3107066630.53%-43
VANGUARD WHITEHALL FDS25,43225,505+733,0773,0252.40%-52
VANGUARD INDEX FDS13,23813,554+3163,4513,3902.69%-61
LAMB WESTON HLDGS INC(LW)3,5823,58203823010.24%-80
ISHARES TR
TRS FLT RT BD
12,00110,383-1,6186085260.42%-82
VANGUARD WORLD FD
INF TECH ETF
5,6965,034-6622,9872,9032.30%-84
VANGUARD SPECIALIZED FUNDS20,02119,471-5503,6563,5542.82%-102
CINTAS CORP(CTAS)27,24326,528-71518,71718,57714.72%-140
LOWES COS INC(LOW)8100-8102060-206
FASTENAL CO(FAST)2,7000-2,7002080-208
MONTROSE ENVIRONMENTAL GROUP5,5320-5,5322170-217
NETFLIX INC(NFLX)1,7551,255-5001,0668470.67%-219
FIRST TR EXCHANGE-TRADED FD
FT VEST S&P 500
4,9660-4,9662670-267
VANGUARD INDEX FDS178,024178,891+86728,99328,69622.74%-297
VANGUARD INDEX FDS26,29425,848-4465,0454,7183.74%-328
LULULEMON ATHLETICA INC(LULU)1,1020-1,1024300-430
Page 1 of 1