Fund HoldingsWallace Hart LLC

Total Portfolio Value
$39.79M
Total Bought
$27.77M
Total Sold
$113.38M
Net Transaction
-$85.61M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
T-MOBILE US INC(TMUS)1,8417,884+6,0434062,1035.29%+1,696
AMGEN INC(AMGN)05,229+5,22901,6294.09%+1,629
AUTOMATIC DATA PROCESSING IN04,751+4,75101,4523.65%+1,452
EXELON CORP(EXC)031,087+31,08701,4323.60%+1,432
AMERICAN ELEC PWR CO INC013,036+13,03601,4243.58%+1,424
COCA-COLA EUROPACIFIC PARTNE
SHS
016,235+16,23501,4133.55%+1,413
VERISK ANALYTICS INC(VRSK)04,739+4,73901,4103.54%+1,410
MONSTER BEVERAGE CORP NEW(MNST)023,961+23,96101,4023.52%+1,402
GILEAD SCIENCES INC(GILD)012,478+12,47801,3983.51%+1,398
BAKER HUGHES COMPANY(BKR)031,621+31,62101,3903.49%+1,390
FORTINET INC(FTNT)014,345+14,34501,3813.47%+1,381
DOORDASH INC(DASH)07,417+7,41701,3563.41%+1,356
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)017,589+17,58901,3463.38%+1,346
ANALOG DEVICES INC(ADI)06,615+6,61501,3343.35%+1,334
COSTCO WHSL CORP NEW(COST)1,0372,409+1,3729502,2785.73%+1,328
ASTRAZENECA PLC(AZN)018,004+18,00401,3233.33%+1,323
APPLE INC(AAPL)2,6918,827+6,1366741,9614.93%+1,287
NETFLIX INC(NFLX)4121,691+1,2793671,5773.96%+1,210
STARBUCKS CORP(SBUX)3,18914,450+11,2612911,4173.56%+1,126
TEXAS PACIFIC LAND CORPORATI(TPL)3,5323,632+1003,9064,81212.10%+906
PALANTIR TECHNOLOGIES INC(PLTR)04,600+4,60003880.98%+388
MICROSTRATEGY INC(MSTR)5,1025,602+5001,4781,6154.06%+137
EXXON MOBIL CORP3,8373,83704134561.15%+44
HOME BANCSHARES INC(HOMB)24,70524,70506996981.76%-1
ALPHABET INC(GOOG)800-80150-15
CISCO SYS INC(CSCO)5,9884,318-1,6703542660.67%-88
NVIDIA CORPORATION(NVDA)2,5992,359-2403492560.64%-93
PIMCO ETF TR
ENHAN SHRT MA AC
1,0230-1,0231030-103
PIMCO ETF TR
BROAD US TIPS
2,3800-2,3801230-123
META PLATFORMS INC(META)751453-2984402610.66%-179
ALPHABET INC(GOOG)1,0030-1,0031910-191
TESLA INC(TSLA)8920-8923600-360
BROADCOM INC(AVGO)2,6781,473-1,2056212470.62%-374
INTUITIVE SURGICAL INC1,292560-7326742770.70%-397
PALO ALTO NETWORKS INC(PANW)2,2560-2,2564110-411
AMAZON COM INC(AMZN)5,2063,255-1,9511,1426191.56%-523
SPDR S&P 500 ETF TR(SPY)94,206683-93,52355,2123820.96%-54,830
INVESCO QQQ TR109,8721,026-108,84656,1704811.21%-55,689
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