Fund HoldingsWallace Hart LLC

Total Portfolio Value
$125.35M
Total Bought
$2.92M
Total Sold
$11.57M
Net Transaction
-$8.65M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
MICROSTRATEGY INC(MSTR)3,0005,102+2,1025061,4781.18%+972
TEXAS PACIFIC LAND CORPORATI(TPL)3,5323,53203,1253,9063.12%+781
PALO ALTO NETWORKS INC(PANW)02,256+2,25604110.33%+411
TESLA INC(TSLA)0892+89203600.29%+360
CISCO SYS INC(CSCO)05,988+5,98803540.28%+354
BROADCOM INC(AVGO)2,4452,678+2334226210.50%+199
ALPHABET INC(GOOG)01,003+1,00301910.15%+191
APPLE INC(AAPL)2,1662,691+5255056740.54%+169
NETFLIX INC(NFLX)354412+582513670.29%+116
META PLATFORMS INC(META)671751+803844400.35%+56
NVIDIA CORPORATION(NVDA)2,5022,599+973043490.28%+45
STARBUCKS CORP(SBUX)2,6693,189+5202602910.23%+31
HOME BANCSHARES INC(HOMB)24,70524,70506696990.56%+30
ALPHABET INC(GOOG)080+800150.01%+15
ISHARES TR380-3830-3
ISHARES TR660-66150-15
PIMCO ETF TR
BROAD US TIPS
2,6072,380-2271411230.10%-18
DANIMER SCIENTIFIC INC54,1560-54,156250-25
EXXON MOBIL CORP3,8373,83704504130.33%-37
PIMCO ETF TR
ENHAN SHRT MA AC
1,7021,023-6791711030.08%-69
ISHARES TR7120-712700-70
ISHARES TR1,1730-1,1731330-133
QUALCOMM INC(QCOM)1,5290-1,5292600-260
DOORDASH INC(DASH)1,9830-1,9832830-283
AMAZON COM INC(AMZN)8,0715,206-2,8651,5041,1420.91%-362
COSTCO WHSL CORP NEW(COST)1,5031,037-4661,3329500.76%-382
CSX CORP(CSX)11,8470-11,8474090-409
T-MOBILE US INC(TMUS)4,9411,841-3,1001,0204060.32%-613
INTUITIVE SURGICAL INC2,6361,292-1,3441,2956740.54%-621
INVESCO QQQ TR122,527109,872-12,65559,80256,17044.81%-3,632
SPDR S&P 500 ETF TR(SPY)104,38294,206-10,17659,89055,21244.05%-4,678
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