Fund HoldingsCarrera Capital Advisors

Total Portfolio Value
$451.49M
Total Bought
$96.53M
Total Sold
$67.59M
Net Transaction
+$28.94M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
BONDBLOXX ETF TRUST
PRIVA CR CLO ETF
0582,190+582,190029,6226.56%+29,622
VANGUARD TAX-MANAGED FDS16,762230,760+213,99880211,7302.60%+10,928
FIRST TR EXCHANGE TRAD FD VI
FST TR GLB FD
170,045496,844+326,7994,06912,6792.81%+8,610
VENTAS INC(VTR)063,173+63,17304,3740.97%+4,374
PIMCO ETF TR
25YR+ ZERO U S
0303,818+303,818021,7634.82%+21,763
NOMURA HLDGS INC(NMR)0349,481+349,48102,1490.48%+2,149
ISHARES SILVER TR(SLV)0425,460+425,460013,1852.92%+13,185
VANECK ETF TRUST
JUNIOR GOLD MINE
107,579113,877+6,2984,5996,5141.44%+1,915
DEUTSCHE BANK A G
NAMEN AKT
075,476+75,47601,7990.40%+1,799
BANCO SANTANDER S.A.(SAN)675,280690,602+15,3223,0794,6271.02%+1,548
ENEL CHILE S.A.(ENIC)16,696472,381+455,685481,5450.34%+1,497
UWM HOLDINGS CORPORATION(UWMC)0481,370+481,37002,6770.59%+2,677
OVINTIV INC(OVV)033,360+33,36001,4280.32%+1,428
HEALTHSTREAM INC043,371+43,37101,3960.31%+1,396
ISHARES TR215,446218,361+2,9156,5587,8261.73%+1,268
SUZANO S A(SUZ)0132,697+132,69701,2330.27%+1,233
ISHARES TR5,90315,571+9,6687591,9000.42%+1,141
RLJ LODGING TR(RLJ)0132,641+132,64101,0660.24%+1,066
ISHARES INC0138,652+138,65206,6731.48%+6,673
CRESCENT ENERGY COMPANY(CRGY)088,524+88,52409950.22%+995
SONY GROUP CORP(SONY)137,012148,545+11,5332,8993,7720.84%+872
PRECISION DRILLING CORP(PDS)018,577+18,57708660.19%+866
GILEAD SCIENCES INC(GILD)33,40034,696+1,2963,0853,8880.86%+803
RENEW ENERGY GLOBAL PLC(RNW)0125,099+125,09907370.16%+737
COCA COLA CO(KO)050,986+50,98603,6770.81%+3,677
ISHARES INC
MSCI SINGPOR ETF
288,511293,343+4,8326,3046,9701.54%+666
KT CORP(KT)216,437221,662+5,2253,3594,0110.89%+651
PHILIP MORRIS INTL INC(PM)013,508+13,50802,1620.48%+2,162
ABRDN PLATINUM ETF TRUST22,26526,787+4,5221,8492,4480.54%+598
MEDTRONIC PLC(MDT)26,04729,542+3,4952,0992,6750.59%+577
DNOW INC(DNOW)87,98197,233+9,2521,1451,6610.37%+516
COLGATE PALMOLIVE CO(CL)040,014+40,01403,7490.83%+3,749
CHEVRON CORP NEW(CVX)2,5335,068+2,5353678480.19%+481
VICTORY PORTFOLIOS II
SHS FR CA FL ETF
013,805+13,80504730.10%+473
PUBLIC STORAGE OPER CO(PSA)8,86110,288+1,4272,6533,0790.68%+426
EQT CORP(EQT)30,70834,111+3,4031,4161,8230.40%+407
ISHARES TR10,52213,783+3,2611,0201,3630.30%+344
VANGUARD INTL EQUITY INDEX F05,429+5,42903290.07%+329
BAKER HUGHES COMPANY(BKR)71,55074,250+2,7002,9353,2630.72%+328
ADECOAGRO S A
COM
94,035108,303+14,2688871,2100.27%+323
VERIZON COMMUNICATIONS INC(VZ)07,100+7,10003220.07%+322
ISHARES TR
CORE MSCI EAFE
062,182+62,18204,7041.04%+4,704
ISHARES TR03,442+3,44203130.07%+313
DTE ENERGY CO(DTB)02,180+2,18003040.07%+304
JPMORGAN CHASE & CO.(JPM)4,7865,831+1,0451,1471,4300.32%+283
UNIVERSAL HLTH SVCS INC(UHS)14,30815,056+7482,5672,8290.63%+262
MADRIGAL PHARMACEUTICALS INC(MDGL)3,2433,749+5061,0011,2420.28%+241
BERKSHIRE HATHAWAY INC DEL8751,188+3133976330.14%+236
ELI LILLY & CO(LLY)376633+2572905230.12%+233
QUALCOMM INC(QCOM)01,459+1,45902240.05%+224
SPDR SER TR
SP O&G EXPL PRO
11,27912,988+1,7091,4931,7110.38%+218
BANK AMERICA CORP4,6319,762+5,1312044070.09%+204
COSTCO WHSL CORP NEW(COST)0989+98909360.21%+936
CLOROX CO DEL(CLX)17,57020,365+2,7952,8542,9990.66%+145
VISA INC(V)1,5251,726+2014826050.13%+123
BERKSHIRE HATHAWAY INC DEL1106817980.18%+118
ORACLE CORP(ORCL)1,8352,947+1,1123064120.09%+106
ISHARES TR
MSCI PHILIPS ETF
79,21682,495+3,2791,9832,0870.46%+104
STRYKER CORPORATION(SYK)7,5847,600+162,7372,8360.63%+99
COMSTOCK RES INC(CRK)76,11972,638-3,4811,3871,4770.33%+91
SYSCO CORP(SYY)21,48123,068+1,5871,6421,7310.38%+89
HONEYWELL INTL INC(HON)16,14617,625+1,4793,6473,7320.83%+85
URBAN EDGE PPTYS(UE)81,25895,939+14,6811,7471,8230.40%+76
ABBVIE INC(ABBV)01,348+1,34802820.06%+282
WELLS FARGO CO NEW(WFC)9,36010,111+7516577260.16%+68
REDWOOD TRUST INC010,707+10,7070650.01%+65
THERMO FISHER SCIENTIFIC INC(TMO)0817+81704070.09%+407
VANGUARD INDEX FDS8,2298,769+5407337940.18%+61
AT&T INC(T)10,56810,639+712413010.07%+60
ISHARES INC
CORE MSCI EMKT
33,41533,41501,7451,8030.40%+58
META PLATFORMS INC(META)9781,085+1075736250.14%+53
STARBUCKS CORP(SBUX)06,526+6,52606400.14%+640
CMS ENERGY CORP(CMS)5,0745,07403383810.08%+43
PROCTER AND GAMBLE CO(PG)01,916+1,91603260.07%+326
AFFILIATED MANAGERS GROUP IN5,9476,756+8091,1001,1350.25%+35
VANGUARD INTL EQUITY INDEX F4,6674,686+192963290.07%+33
VANGUARD INDEX FDS1,6121,753+1418699010.20%+32
TEXAS INSTRS INC(TXN)01,451+1,45102610.06%+261
SCHWAB STRATEGIC TR15,68516,306+6214294560.10%+27
BOSTON SCIENTIFIC CORP(BSX)2,3592,35902112380.05%+27
ROBLOX CORP(RBLX)17,48817,826+3381,0121,0390.23%+27
EXXON MOBIL CORP03,381+3,38104020.09%+402
RTX CORPORATION(RTX)1,7761,678-982062220.05%+17
SCHWAB STRATEGIC TR25,08225,192+1105285420.12%+14
MASTERCARD INCORPORATED(MA)545546+12872990.07%+12
ISHARES INC019,082+19,08201,0160.23%+1,016
CATERPILLAR INC(CAT)01,394+1,39404600.10%+460
ISHARES TR05,002+5,00203010.07%+301
FORD MTR CO(F)28,02328,220+1972772830.06%+6
ISHARES TR04,152+4,15203960.09%+396
INVESCO LTD(IVZ)68,71279,493+10,7811,2011,2060.27%+5
ISHARES TR21,95722,110+1535125170.11%+5
ISHARES GOLD TR(IAU)4,8784,163-7152422450.05%+4
ISHARES TR3,2963,311+152672700.06%+3
B2GOLD CORP(BTG)15,92113,770-2,15139390.01%0
GOLDMAN SACHS GROUP INC(GS)368370+22112020.04%-9
ISHARES TR03,929+3,92903210.07%+321
INVESCO EXCHANGE TRADED FD T
LARG CAP GRO ETF
3,2003,20003263070.07%-18
RBB FD INC
MOTLEY FOL ETF
5,5925,59203363110.07%-25
UNITEDHEALTH GROUP INC(UNH)553471-822802470.05%-33
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