Fund HoldingsPainted Porch Advisors LLC

Total Portfolio Value
$197.61M
Total Bought
$19.59M
Total Sold
$2.39M
Net Transaction
+$17.20M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
Berkshire Hathaway71,95573,077+1,12229,27133,63417.02%+4,363
iShares S&P 600 Index182,720191,361+8,64119,48922,38211.33%+2,893
iShares MSCI EAFE232,147246,738+14,59118,18420,63510.44%+2,451
Invesco S&P Low Vol Index269,711275,204+5,49317,53319,7509.99%+2,216
Apple(AAPL)44,61145,016+4059,39610,4895.31%+1,093
Invesco S&P Sm Cap Low Vol Index
S&P SMLCP LOW
215,476217,246+1,7709,40710,4545.29%+1,047
Vanguard Value Index Fund16,94420,703+3,7592,7183,6141.83%+896
Vanguard Total Stock Market Index22,03422,134+1005,8946,2673.17%+373
iShares Russell 1000 Growth ETF01,040+1,04003900.20%+390
Walmart Inc(WMT)27,17927,078-1011,8402,1871.11%+346
Vanguard Real Estate ETF03,538+3,53803450.17%+345
Ares Management(ARES)14,14814,14801,8862,2051.12%+319
Vanguard Russell 1000 Value ETF
VNG RUS1000VAL
03,428+3,42802860.14%+286
Johnson & Johnson(JNJ)13,64114,058+4171,9942,2781.15%+284
GENERAL MLS INC COM(GIS)03,423+3,42302530.13%+253
iShares 20 Year Treasury Bond ETF02,574+2,57402530.13%+253
iShares Russell 2000 Growth ETF0806+80602290.12%+229
Amazon(AMZN)2,0473,290+1,2433966130.31%+217
Vanguard Russell 1000 Growth ETF
VNG RUS1000GRW
02,080+2,08002010.10%+201
Goldman Sachs ActiveBeta01,655+1,65501870.09%+187
Visa(V)37,76336,713-1,0509,91210,0945.11%+183
Coca Cola(KO)25,16824,336-8321,6021,7490.88%+147
Aon(AON)2,3972,39707048290.42%+126
Procter and Gamble CO(PG)16,28616,221-652,6862,8091.42%+124
Vanguard Russell 2000 Value ETF
VNG RUS2000VAL
0805+80501180.06%+118
iShares ESG Aware US Aggregate Bond ETF
ESG AWR US AGRGT
13,15314,887+1,7346137230.37%+110
COASTAL FINL CORP WA COM NEW(CCB)02,000+2,00001080.05%+108
Zebra Technologies(ZBRA)1,7221,72205326380.32%+106
Costco Whsl Corp(COST)0210+21001860.09%+186
Hagerty Inc(HGTY)8,34118,638+10,297871900.10%+103
Vanguard Small Cap Value Index3,9004,054+1547128140.41%+102
iShares Core S&P 5003,4853,452-331,9071,9911.01%+84
Rayonier Inc(RYN)26,20026,20007628430.43%+81
AMERICAN CENTURY QUALITY DIVERSIFIED INTERNATIONAL ETF01,504+1,5040780.04%+78
Lululemon Atheltica Inc(LULU)0279+2790760.04%+76
PepsiCo(PEP)12,20912,253+442,0142,0841.05%+70
Yum Brands(YUM)9,9559,898-571,3191,3830.70%+64
Resmed(RMD)1,1541,15402212820.14%+61
Welltower(WELL)2,5452,54502653260.16%+61
MANNKIND CORP COM NEW(MNKD)53,43253,43202793360.17%+57
Ecolab Inc(ECL)3,2003,20007628170.41%+55
Mastercard(MA)97297204294800.24%+51
Amgen Inc(AMGN)4,9344,93401,5421,5900.80%+48
Deere & Co(DE)1,1001,10004114590.23%+48
Becton Dickinson(BDX)9,2249,130-942,1562,2011.11%+46
Abbvie Inc(ABBV)1,6641,66402853290.17%+43
EAST WEST BANCORP INC COM(EWBC)4,4214,42103243660.19%+42
FABRINET SHS(FN)0170+1700400.02%+40
Nuveen ESG Small Cap ETF
NUVEEN ESG SMLCP
15,34415,021-3236046440.33%+40
INGREDION INC COM(INGR)0289+2890400.02%+40
Tesla Incorporated(TSLA)597603+61181580.08%+40
Idexx labs Inc(IDXX)2,1502,15001,0471,0860.55%+39
Smucker J M Co(SJM)5,2275,002-2255706060.31%+36
HALOZYME THERAPEUTICS INC COM(HALO)0621+6210360.02%+36
Automatic Data Processing Inc0164+1640450.02%+45
Republic Bancorp Inc(RBCAA)3,3003,175-1251772070.10%+30
Public Storage Com(PSA)39439401131430.07%+30
Vanguard FTSE Developed Markets ETF01,779+1,7790940.05%+94
Northwest Bancshares Inc(NWBI)14,67514,67501691960.10%+27
State STR Corp(STT)1,8451,84501371630.08%+27
Marcus Corp Del07,157+7,15701080.05%+108
Alphabet Class A(GOOG)1,3461,626+2802472720.14%+25
Duke Energy(DUK)865956+91871100.06%+24
Vita Coco Co Inc(COCO)0769+7690220.01%+22
ISHARES MSCI USA QUALITY FACTOR ETF
MSCI USA QLT FCT
2,4742,47404224440.22%+21
iShares S&P Small Cap 600 Value ETF2,0282,02801972180.11%+21
ATMOS ENERGY CORP COM(ATO)0150+1500210.01%+21
Philip Morris Intl inc(PM)0819+8190990.05%+99
DOVER CORP COM(DOV)0328+3280630.03%+63
Starbucks(SBUX)0957+9570930.05%+93
Grainger W W Inc(GWW)14014001261450.07%+19
Air Prods & Chems Inc2,9412,612-3297597780.39%+19
CORVEL CORP COM(CRVL)0250+2500820.04%+82
Accenture PLC Ireland SHS Class A
SHS CLASS A
35735701081260.06%+18
Abbott Labs1,6861,68601751920.10%+17
Cisco Sys Inc(CSCO)3,6383,552-861731890.10%+16
Home Depot(HD)2602600891050.05%+16
American Tower Corp(AMT)0415+4150970.05%+97
Schwab International Equity ETF01,906+1,9060780.04%+78
FASTENAL CO COM(FAST)0252+2520180.01%+18
Clorox Co(CLX)0550+5500900.05%+90
Zoetis(ZTS)65265201131270.06%+14
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF0111+1110140.01%+14
Disney(DIS)0469+4690450.02%+45
Nextera Energy(NEE)0350+3500300.01%+30
General Electric(GE)0400+4000750.04%+75
Ishares S&P Midcap Fund0185+1850120.01%+12
Fidelity Enhanced International ETF
ENHANCED INTL
0369+3690110.01%+11
SPDR SSGA US Small Cap Low Volatility Index ETF
ST STR R2K LOWV
0113+1130140.01%+14
Liberty Media Corp(FWONA)1,5001,5000961070.05%+11
Ishares Russell 2000 Value72572501101210.06%+11
Guadratic Interest Rate Volatility & Inflation Hedge ETF0540+5400100.01%+10
Kroger Co(KR)01,382+1,3820790.04%+79
CHEMED CORP NEW COM(CHE)1751750951050.05%+10
S&P Global Inc(SPGI)0144+1440740.04%+74
MICROSTRATEGY INC CL A NEW(MSTR)060+600100.01%+10
iShares Core MSCI Emerging Markets
CORE MSCI EMKT
0176+1760100.01%+10
Lowes Cos Inc(LOW)0200+2000540.03%+54
Oneok Inc New(OKE)1,0501,050086960.05%+10
Edison Intl(EIX)0624+6240540.03%+54
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