Fund HoldingsPainted Porch Advisors LLC

Total Portfolio Value
$163.63M
Total Bought
$35.65M
Total Sold
$1.89M
Net Transaction
+$33.76M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
BERKSHIRE HATHAWAY INC DEL64,30567,887+3,58222,93528,54817.45%+5,613
VANGUARD INDEX FDS1,68922,024+20,3354015,7243.50%+5,323
ARES MANAGEMENT CORPORATION(ARES)030,597+30,59704,0692.49%+4,069
INVESCO EXCH TRADED FD TR II210,433242,385+31,95213,18615,9669.76%+2,780
ISHARES TR146,746166,280+19,53415,88518,37711.23%+2,492
ISHARES TR190,437210,633+20,19614,34916,82110.28%+2,472
INVESCO EXCH TRADED FD TR II
S&P SMLCP LOW
165,362194,282+28,9207,3018,5895.25%+1,289
VANGUARD INDEX FDS5,50811,085+5,5778231,8051.10%+982
VISA INC(V)37,82837,945+1179,84910,5906.47%+741
APPLE INC(AAPL)38,37346,065+7,6927,3887,8994.83%+511
ISHARES TR
ESG AWR US AGRGT
010,821+10,82105090.31%+509
MICROSOFT CORP(MSFT)4,9745,632+6581,8702,3701.45%+499
ISHARES TR2,9023,521+6191,3861,8511.13%+465
DEERE & CO(DE)01,100+1,10004520.28%+452
CHORD ENERGY CORPORATION(CHRD)02,500+2,50004460.27%+446
NVIDIA CORPORATION(NVDA)0433+43303910.24%+391
ISHARES TR
MSCI USA QLT FCT
02,285+2,28503760.23%+376
AMAZON COM INC(AMZN)02,071+2,07103740.23%+374
ALPHABET INC(GOOG)1,8224,048+2,2262556110.37%+356
ATLASSIAN CORPORATION01,812+1,81203540.22%+354
PROCTER AND GAMBLE CO(PG)16,57317,122+5492,4292,7781.70%+349
EMERSON ELEC CO(EMR)14,91015,610+7001,4511,7701.08%+319
WALMART INC(WMT)9,92430,549+20,6251,5651,8381.12%+274
NETFLIX INC(NFLX)0448+44802720.17%+272
NUSHARES ETF TR
NUVEEN ESG SMLCP
7,22613,265+6,0392835520.34%+269
TARGET CORP(TGT)01,458+1,45802580.16%+258
MASTERCARD INCORPORATED(MA)500959+4592134620.28%+249
MANNKIND CORP(MNKD)053,432+53,43202420.15%+242
RESMED INC(RMD)01,139+1,13902260.14%+226
HOME DEPOT INC(HD)0562+56202160.13%+216
ELI LILLY & CO(LLY)0272+27202120.13%+212
MERCK & CO INC(MRK)01,601+1,60102110.13%+211
PEPSICO INC(PEP)11,71212,546+8341,9892,1961.34%+207
EAST WEST BANCORP INC(EWBC)02,603+2,60302060.13%+206
ALPHABET INC(GOOG)01,346+1,34602050.13%+205
SPDR S&P 500 ETF TR(SPY)556834+2782644360.27%+172
CHEVRON CORP NEW(CVX)18,41918,490+712,7472,9171.78%+169
BECTON DICKINSON & CO(BDX)8,9349,358+4242,1782,3161.42%+137
NOVO-NORDISK A S(NVO)5,0125,068+565186510.40%+132
CONOCOPHILLIPS(COP)5,9176,389+4726878130.50%+126
LINDE PLC(LIN)1,4431,531+885937110.43%+118
EXXON MOBIL CORP2,9883,548+5602994120.25%+114
ECOLAB INC(ECL)3,2003,20006357390.45%+104
YUM BRANDS INC(YUM)9,87710,048+1711,2911,3930.85%+103
AON PLC(AON)2,3972,39706988000.49%+102
FEDEX CORP(FDX)1,0601,211+1512683510.21%+83
SMUCKER J M CO(SJM)5,2155,685+4706597160.44%+56
COCA COLA CO(KO)27,29727,097-2001,6091,6581.01%+49
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)1,7221,72204715190.32%+48
VANGUARD INDEX FDS3,8883,893+57007470.46%+47
JOHNSON & JOHNSON(JNJ)14,40414,521+1172,2582,2971.40%+39
ABBVIE INC(ABBV)1,7641,664-1002733030.19%+30
NORFOLK SOUTHN CORP(NSC)1,0001,00002362550.16%+18
NORTHWEST BANCSHARES INC MD(NWBI)13,22515,125+1,9001651760.11%+11
WELLTOWER INC(WELL)2,6232,62302372450.15%+9
ISHARES TR2,0002,028+282062080.13%+2
AMGEN INC(AMGN)4,8754,934+591,4041,4030.86%-1
KIMBERLY-CLARK CORP(KMB)2,3182,135-1832822760.17%-5
UNION PAC CORP(UNP)5,8805,802-781,4441,4270.87%-17
IDEXX LABS INC(IDXX)2,1502,15001,1931,1610.71%-33
ADOBE INC(ADBE)2,1322,263+1311,2721,1420.70%-130
AIR PRODS & CHEMS INC3,1992,965-2348767180.44%-158
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,909963-9463672010.12%-167
SCHWAB STRATEGIC TR3,9260-3,9262190-219
VANGUARD BD INDEX FDS7,9600-7,9606080-608
RAYONIER INC(RYN)45,20026,200-19,0001,5108710.53%-639
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