Fund HoldingsSHARPEPOINT LLC

Total Portfolio Value
$114.11M
Total Bought
$26.29M
Total Sold
$22.45M
Net Transaction
+$3.84M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ISHARES INC052,927+52,92702,9592.59%+2,959
SPINNAKER ETF SERIES
SELE STO EUR ETF
056,047+56,04701,9671.72%+1,967
GLOBAL X FDS
GLB X MLP ENRG I
5,72036,563+30,8433462,2521.97%+1,906
ISHARES TR018,844+18,84401,8081.58%+1,808
CELESTICA INC(CLS)018,515+18,51501,6121.41%+1,612
BITWISE BITCOIN ETF TR(BITB)027,869+27,86901,4461.27%+1,446
DELEK LOGISTICS PARTNERS LP(DKL)035,128+35,12801,4081.23%+1,408
NANO NUCLEAR ENERGY INC(NNE)11,59666,034+54,4382891,5371.35%+1,248
EDISON INTL(EIX)020,364+20,36401,1961.05%+1,196
TESLA INC(TSLA)3,4228,283+4,8611,3822,4192.12%+1,037
PIMCO ETF TR
MULTISECTOR BD
51,22689,174+37,9481,3282,3372.05%+1,009
OCCIDENTAL PETE CORP(OXY)46,31377,519+31,2062,2883,1282.74%+840
CROWDSTRIKE HLDGS INC(CRWD)7,7157,949+2342,6403,4263.00%+786
ROCKET LAB USA INC87,330130,274+42,9442,2242,9182.56%+694
AT&T INC(T)74,59787,354+12,7571,6992,3852.09%+686
GE VERNOVA INC(GEV)8,3549,088+7342,7483,3732.96%+625
ALTRIA GROUP INC(MO)20,15825,071+4,9131,0541,4731.29%+419
WILLIAMS COS INC(WMB)20,58824,744+4,1561,1141,4761.29%+362
ISHARES TR16,26516,988+7232,3642,6572.33%+293
EATON VANCE TAX-MANAGED BUY-(ETV)121,845156,540+34,6951,7562,0271.78%+271
ANNALY CAPITAL MANAGEMENT IN49,03959,373+10,3348971,1651.02%+267
NETFLIX INC(NFLX)0215+21502420.21%+242
ISHARES TR02,655+2,65502250.20%+225
CATERPILLAR INC(CAT)0710+71002180.19%+218
L3HARRIS TECHNOLOGIES INC(LHX)12,91413,253+3392,7162,9322.57%+216
COSTCO WHSL CORP NEW(COST)0211+21102090.18%+209
WISDOMTREE TR(WT)19,80424,020+4,2168021,0100.89%+208
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
03,133+3,13302080.18%+208
ENTREPRENEURSHARES SERIES TR010,867+10,86701790.16%+179
RIO TINTO PLC(RIO)19,50021,778+2,2781,1471,3261.16%+179
PERMIAN RESOURCES CORP(PR)71,27998,240+26,9611,0251,1991.05%+174
RTX CORPORATION(RTX)8,8639,244+3811,0261,1621.02%+137
BERKSHIRE HATHAWAY INC DEL600749+1492724000.35%+128
ORGANON & CO(OGN)42,14956,363+14,2146297420.65%+113
SELECT SECTOR SPDR TR
ST STR STAPL ETF
25,02325,500+4771,9672,0721.82%+105
BP PLC(BP)48,28554,441+6,1561,4271,5281.34%+101
GLOBAL X FDS
NASDAQ 100 COVER
59,35072,161+12,8111,0811,1761.03%+95
MIDCAP FINANCIAL INVSTMNT CO55,91968,570+12,6517548260.72%+72
HERCULES CAPITAL INC(HCXY)65,12575,696+10,5711,3081,3741.20%+66
MAIN STR CAP CORP(MAIN)23,22926,233+3,0041,3611,4221.25%+62
FS KKR CAP CORP(FSK)31,16336,615+5,4526777370.65%+60
UNUM GROUP(UNM)5,5015,50104024360.38%+34
WASTE MGMT INC DEL(WM)1,2001,20002422750.24%+32
VERIZON COMMUNICATIONS INC(VZ)7,0377,302+2652813140.27%+32
INTERNATIONAL BUSINESS MACHS(IBM)94194102072250.20%+18
GENERAL DYNAMICS CORP(GD)880917+372322490.22%+18
WALMART INC(WMT)3,1103,041-692812920.26%+11
XCEL ENERGY INC(XEL)3,1243,12402112210.19%+10
PURPLE INNOVATION INC10,46010,4600870.01%-1
EXXON MOBIL CORP10,20910,107-1021,0981,0950.96%-3
MIND MEDICINE MINDMED INC10,16510,165071640.06%-7
QUALCOMM INC(QCOM)2,4502,45003763600.32%-17
GOLDMAN SACHS GROUP INC(GS)1,0051,00505755520.48%-24
ORACLE CORP(ORCL)1,6361,754+1182732470.22%-26
VANECK ETF TRUST
SEMICONDUCTR ETF
1,2641,317+533062770.24%-29
TRANE TECHNOLOGIES PLC(TT)750700-502772470.22%-30
INSULET CORP(PODD)8,0108,192+1822,0912,0581.80%-33
APPLE INC(AAPL)1,4721,523+513693220.28%-47
CAMECO CORP(CCJ)6,7906,353-4373492890.25%-60
DEXCOM INC(DXCM)4,4053,705-7003432640.23%-78
TRIMBLE INC(TRMB)13,35013,795+4459438550.75%-89
GE AEROSPACE(GE)20,93816,798-4,1403,4923,3682.95%-124
MAMAS CREATIONS INC18,5290-18,5291470-147
AECOM(ACM)20,48620,447-392,1882,0071.76%-181
VANGUARD INDEX FDS6,7396,822+832,7662,5842.26%-182
FREEPORT-MCMORAN INC(FCX)11,4796,679-4,8004372480.22%-189
ON HLDG AG(ONON)11,7409,393-2,3476434500.39%-193
UNITEDHEALTH GROUP INC(UNH)4400-4402230-223
CROWN CASTLE INC(CCI)2,4740-2,4742250-225
TJX COS INC NEW(TJX)1,8820-1,8822270-227
EXELON CORP(EXC)7,7820-7,7822930-293
BROADCOM INC(AVGO)8,5308,485-451,9781,6221.42%-356
SPDR SER TR
ST STR P500VAL
101,46497,462-4,0025,1894,7944.20%-395
AMPLIFY ETF TR22,09510,785-11,3108944300.38%-464
VANGUARD WORLD FD
ENERGY ETF
3,9210-3,9214760-476
MICROSOFT CORP(MSFT)5,3394,450-8892,2501,7531.54%-497
ALPHABET INC(GOOG)16,73715,114-1,6233,1682,4212.12%-748
ADVANCED MICRO DEVICES INC(AMD)23,68820,539-3,1492,8611,9731.73%-888
ELI LILLY & CO(LLY)9,4297,209-2,2207,2796,3825.59%-897
DIAMONDBACK ENERGY INC(FANG)5,9710-5,9719780-978
3M CO(MMM)8,1190-8,1191,0480-1,048
AMAZON COM INC(AMZN)21,71418,844-2,8704,7643,5313.09%-1,233
NVIDIA CORPORATION(NVDA)35,23332,067-3,1664,7313,4963.06%-1,235
DELL TECHNOLOGIES INC(DELL)12,0720-12,0721,3910-1,391
PALANTIR TECHNOLOGIES INC(PLTR)49,0939,079-40,0143,7131,0540.92%-2,659
ISHARES TR141,97757,600-84,37712,3995,1964.55%-7,203
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