Fund HoldingsNCP Inc.

Total Portfolio Value
$194.80M
Total Bought
$15.35M
Total Sold
$7.00M
Net Transaction
+$8.35M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
NVIDIA CORP(NVDA)206,065231,811+25,74625,02531,13015.98%+6,105
META PLATFORMS(META)123,428128,321+4,89370,65575,13338.57%+4,478
TESLA INC(TSLA)34,19828,567-5,6318,94711,5365.92%+2,589
NETFLIX INC(NFLX)10,46610,108-3587,4239,0094.63%+1,586
BROADCOM INC(AVGO)7,70012,558+4,8581,3282,9111.49%+1,583
AMAZON COM(AMZN)044,818+44,81809,8335.05%+9,833
ALPHABET INC(GOOG)015,507+15,50702,9351.51%+2,935
JP MORGAN
NASDAQ EQT PREM
023,754+23,75401,3390.69%+1,339
APPLE INC(AAPL)19,38119,309-724,5164,8352.48%+319
SPDR S&P(SPY)2,3012,765+4641,3201,6200.83%+300
VANGUARD SMALL9821,866+8842635230.27%+260
FORD MOTOR(F)074,520+74,52007380.38%+738
CROWDSTRIKE HOLDINGS(CRWD)6,0005,650-3501,6831,9330.99%+250
CYBER ARK5,5005,50001,6041,8320.94%+228
BANK AMERICA036,926+36,92601,6230.83%+1,623
UNITED AIRLINES(UAL)04,450+4,45004320.22%+432
INVESCO QQQ6,5306,574+443,1873,3611.73%+174
TAIWAN SEMICONDUCTOR(TSM)8001,550+7501393060.16%+167
GOLDMAN SACHS(GS)1,3001,400+1006448020.41%+158
EQUINIX INC(EQIX)2,8002,80002,4852,6401.36%+155
VANGUARD RUSSELL
VNG RUS2000IDX
1,3572,977+1,6201212660.14%+145
SPDR DOW(DIA)1,5801,867+2876687940.41%+126
KINDER MORGAN(KMI)10,88912,907+2,0182413540.18%+113
JPMORGAN CHASE(JPM)3,6413,642+17688730.45%+105
PELOTON INTERACTIVE(PTON)012,000+12,00001040.05%+104
COSTCO WHOLESALE(COST)3,4233,42303,0343,1361.61%+102
NUVEEN S&P 500103,917109,068+5,1511,4261,5260.78%+100
OMEGA HEALTHCARE(OHI)5,5558,610+3,0552263260.17%+100
PIMCO DYNAMIC(PDI)54,26865,241+10,9731,1001,1970.61%+97
GE VERNOVA(GEV)1,0961,09602793610.19%+81
LULULEMON ATHLETICA(LULU)0600+60002290.12%+229
INTUITIVE SURGICAL2,0002,00009831,0440.54%+61
O REILLY AUTOMOTIVE(ORLY)050+500590.03%+59
ALPHABET INC(GOOG)02,476+2,47604710.24%+471
ARISTA NETWORKS(ANET)0400+4000440.02%+44
HONEYWELL INTL(HON)02,183+2,18304930.25%+493
VISA INC(V)97997902693090.16%+40
CHARGEPOINT HOLDINGS062,500+62,5000670.03%+67
BYRNA TECHNOLOGIES01,300+1,3000370.02%+37
MONGODB INC(MDB)0150+1500350.02%+35
CHIPOTLE MEXICAN(CMG)02,300+2,30001390.07%+139
GENERAL MOTORS(GM)04,914+4,91402620.13%+262
ADOBE INC(ADBE)050+500220.01%+22
MICROSOFT CORP(MSFT)07,984+7,98403,3651.73%+3,365
SECTOR FINANCIAL
ST STR FINL ETF
010,018+10,01804840.25%+484
BERKSHIRE HATHAWAY087+870390.02%+39
ALASKA AIR460460021300.02%+9
WALT DISNEY(DIS)0571+5710640.03%+64
WALMART INC(WMT)627627051570.03%+6
COINBASE GLOBAL(COIN)0167+1670410.02%+41
SALESFORCE INC(CRM)9191025300.02%+6
AT&T INC(T)6,5506,55001441490.08%+5
GRAIL INC(GRAL)100300+200150.00%+4
MASTERCARD INC(MA)112112055590.03%+4
ARK AUTONOMOUS
AUTNMUS TECHNLGY
190190012150.01%+3
DATADOG INC(DDOG)0100+1000140.01%+14
CITIGROUP INC(C)330332+221230.01%+3
AMERICAN AIRLINES(AAL)3623620460.00%+2
BLACKSTONE INC(BX)111112+117190.01%+2
ONEOK INC(OKE)200200018200.01%+2
FS KKR(FSK)563563011120.01%+1
PAYPAL HOLDINGS(PYPL)150150012130.01%+1
GAMESTOP CORP(GME)1201200340.00%+1
CTO REALTY1,0471,047020210.01%+1
PALO ALTO(PANW)3060+3010110.01%+1
GILEAD SCIENCES(GILD)68680660.00%+1
HUNTINGTON BANCSHARES(HBAN)3003000450.00%0
MORGAN STANLEY(MS)117101-1612130.01%0
MIDCAP FINANCIAL01,012+1,0120140.01%+14
VANGUARD RUSSELL
VNG RUS3000IDX
6767017170.01%0
PIPER SANDLER025+25070.00%+7
ISHARES RUSSELL1,3231,324+12922920.15%0
ZILLOW GROUP(Z)24240220.00%0
FEDEX CORP(FDX)013+13040.00%+4
AIRBNB INC019+19020.00%+2
SONY GROUP(SONY)840+32110.00%0
FUELCELL ENERGY(FCEL)05+5000.00%0
SNAP INC(SNAP)0150+150020.00%+2
KEYCORP NEW(KEY)24240000.00%0
OBLONG INC10-100-0
TOP SHIPS10-100-0
SENTINELONE INC(S)770000.00%-0
FUELCELL ENERGY(FCEL)1500-15000-0
TILRAY BRANDS1421420000.00%-0
ABRDN TOTAL
COM SH BEN INT
1001000110.00%-0
EVERGY INC(EVRG)200200012120.01%-0
TELADOC HEALTH(TDOC)01,514+1,5140140.01%+14
SOLUNA HOLDINGS7020-50000.00%-0
STARBUCKS CORP(SBUX)37370430.00%-0
AMERICAN STRATEGIC470-4700-0
ANNALY CAPITAL2502500550.00%-0
PETCO HEALTH6006000320.00%-0
SECTOR HEALTHCARE
ST STR CARE ETF
29290440.00%-0
MATTEL INC(MAT)4004000870.00%-1
CHEVRON CORP(CVX)0329+3290480.02%+48
BLACKROCK HEALTH3963960660.00%-1
PFIZER INC(PFE)373377+411100.01%-1
BALLARD POWER000000
DHT HOLDINGS(DHT)860-8610-1
SOLVENTUM CORP(SOLV)0281+2810190.01%+19
Page 1 of 1