Fund HoldingsWallace Hart LLC

Total Portfolio Value
$128.60M
Total Bought
$4.19M
Total Sold
$8.00M
Net Transaction
-$3.81M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
INVESCO QQQ TR123,162121,981-1,18154,68558,44245.45%+3,757
SPDR S&P 500 ETF TR(SPY)104,408103,958-45054,61356,57643.99%+1,963
TEXAS PACIFIC LAND CORPORATI(TPL)3,5823,532-502,0722,5932.02%+521
COSTCO WHSL CORP NEW(COST)1,2411,643+4029091,3971.09%+487
BROADCOM INC(AVGO)0283+28304540.35%+454
ALPHABET INC(GOOG)2,4224,397+1,9753698060.63%+438
PDD HOLDINGS INC(PDD)02,786+2,78603700.29%+370
APPLIED MATLS INC01,466+1,46603460.27%+346
BOOKING HOLDINGS INC(BKNG)084+8403330.26%+333
MICRON TECHNOLOGY INC(MU)02,518+2,51803310.26%+331
QUALCOMM INC(QCOM)01,602+1,60203190.25%+319
TEXAS INSTRS INC(TXN)01,635+1,63503180.25%+318
MICROSTRATEGY INC(MSTR)0200+20002750.21%+275
APPLE INC(AAPL)01,072+1,07202260.18%+226
NVIDIA CORPORATION(NVDA)2813,282+3,0012544050.32%+152
AMAZON COM INC(AMZN)7,8718,071+2001,4201,5601.21%+140
INTUITIVE SURGICAL INC2,6452,636-91,0561,1730.91%+117
T-MOBILE US INC(TMUS)3,6753,67506006470.50%+48
PIMCO ETF TR
SHTRM MUN BD ACT
885885044440.03%-0
ISHARES TR38380330.00%-0
ISHARES TR712712067670.05%-1
PIMCO ETF TR
BROAD US TIPS
2,6072,60701391370.11%-2
ISHARES TR1,1731,17301281260.10%-2
EXXON MOBIL CORP3,8373,83704464420.34%-4
ISHARES TR11366-4724130.01%-10
HOME BANCSHARES INC(HOMB)24,70524,70506075920.46%-15
PIMCO ETF TR
ENHAN SHRT MA AC
1,9251,702-2231941710.13%-22
DANIMER SCIENTIFIC INC54,15654,156059330.03%-26
CSX CORP(CSX)11,84711,84704393960.31%-43
LAM RESEARCH CORP(LRCX)2110-2112050-205
ASML HOLDING N V
N Y REGISTRY SHS
2120-2122060-206
PIONEER NAT RES CO1,0000-1,0002630-262
META PLATFORMS INC(META)6000-6002910-291
CROWDSTRIKE HLDGS INC(CRWD)9840-9843150-315
CONSTELLATION ENERGY CORP(CEG)1,7530-1,7533240-324
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