Fund HoldingsFjell Capital, LLC

Total Portfolio Value
$98.63M
Total Bought
$13.55M
Total Sold
$9.97M
Net Transaction
+$3.58M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
PGIM ETF TR
SHRT DUR HGH YLD
063,826+63,82603,2113.26%+3,211
VICTORY PORTFOLIOS II
CORE BD ETF
92,381138,688+46,3074,2466,5106.60%+2,264
2023 ETF SERIES TRUST066,190+66,19002,1872.22%+2,187
SELECT SECTOR SPDR TR
ST STR TECHN ETF
04,175+4,17508620.87%+862
COSTCO WHSL CORP NEW(COST)1,8932,511+6181,7352,3752.41%+640
CHEVRON CORP NEW(CVX)6,1457,899+1,7548901,3211.34%+431
KLA CORP(KLAC)1,8252,173+3481,1501,4771.50%+327
RTX CORPORATION(RTX)6,2187,895+1,6777201,0461.06%+326
WASTE MGMT INC DEL(WM)5,5696,164+5951,1241,4271.45%+303
ALPHABET INC(GOOG)10,78014,886+4,1062,0412,3022.33%+261
NVIDIA CORPORATION(NVDA)19,54026,279+6,7392,6242,8482.89%+224
BERKSHIRE HATHAWAY INC DEL0413+41302200.22%+220
ISHARES TR73,77876,896+3,1183,7103,9283.98%+218
INTERCONTINENTAL EXCHANGE IN(ICE)5,7995,897+988641,0171.03%+153
MARSH & MCLENNAN COS INC(MRSH)4,6574,644-139891,1331.15%+144
DEERE & CO(DE)2,5352,583+481,0741,2121.23%+138
VANGUARD INDEX FDS11,92012,479+5592,0182,1562.19%+138
NEXTERA ENERGY INC(NEE)13,30615,388+2,0829541,0911.11%+137
DAVIS FUNDAMENTAL ETF TR
SELECT WRLD WI
261,602255,538-6,0649,4999,6319.77%+132
UNITEDHEALTH GROUP INC(UNH)1,6941,860+1668579740.99%+117
VANGUARD INDEX FDS14,30214,895+5933,7783,8523.91%+74
JPMORGAN CHASE & CO.(JPM)5,7705,933+1631,3831,4551.48%+72
META PLATFORMS INC(META)3,1353,268+1331,8361,8841.91%+48
DANAHER CORPORATION(DHR)1,9782,386+4084544890.50%+35
MERCK & CO INC(MRK)10,95712,321+1,3641,0901,1061.12%+16
HOME DEPOT INC(HD)2,6602,864+2041,0351,0501.06%+15
BROADCOM INC(AVGO)10,28714,278+3,9912,3852,3912.42%+6
ARES MANAGEMENT CORPORATION(ARES)5,9817,155+1,1741,0591,0491.06%-10
VANGUARD TAX-MANAGED FDS5,2154,535-6802492310.23%-19
LOWES COS INC(LOW)1,9951,996+14924660.47%-27
DNP SELECT INCOME FD INC(DNP)28,90022,782-6,1182552250.23%-30
VANGUARD INDEX FDS6,4047,006+6022,6282,5982.63%-30
VANGUARD WORLD FD
INF TECH ETF
749789+404664280.43%-38
CHIPOTLE MEXICAN GRILL INC(CMG)19,04721,752+2,7051,1491,0921.11%-56
KKR & CO INC(KKR)3,8234,313+4905654990.51%-67
ALPHABET INC(GOOG)2,2182,21804223470.35%-76
MICROSOFT CORP(MSFT)8,3749,186+8123,5303,4483.50%-81
VANGUARD BD INDEX FDS5,2944,046-1,2483812970.30%-84
APPLE INC(AAPL)14,08715,301+1,2143,5283,3993.45%-129
BLACKSTONE INC(BX)6,9007,565+6651,1901,0571.07%-132
AMAZON COM INC(AMZN)13,96415,299+1,3353,0642,9112.95%-153
ISHARES TR23,73024,582+8522,7342,5712.61%-164
UNION PAC CORP(UNP)3,0262,177-8496905140.52%-176
CISCO SYS INC(CSCO)3,6070-3,6072140-214
US BANCORP DEL(USB)4,5060-4,5062160-216
PGIM ETF TR
ACTV HY BD ETF
97,55190,617-6,9343,3893,1553.20%-234
SALESFORCE INC(CRM)4,7325,018+2861,5821,3471.37%-235
SELECT SECTOR SPDR TR
ST STR DISCR ETF
1,1610-1,1612600-260
AB ACTIVE ETFS INC
HIGH YIELD ETF
90,75683,688-7,0683,3483,0833.13%-265
ADVANCED MICRO DEVICES INC(AMD)10,4079,569-8381,2579831.00%-274
SCHWAB STRATEGIC TR74,02761,249-12,7782,0221,7131.74%-310
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
66,90661,901-5,0052,4872,1202.15%-367
ADOBE INC(ADBE)3,4512,846-6051,5351,0921.11%-443
PEPSICO INC(PEP)4,4700-4,4706800-680
INVESCO ACTIVELY MANAGED EXC
TOTAL RETURN
121,795103,262-18,5335,6514,8464.91%-805
JOHNSON & JOHNSON(JNJ)6,2090-6,2098980-898
CAPITAL GRP FIXED INCM ETF T
SHORT DURATION
55,8490-55,8491,4320-1,432
SPDR SER TR
ST PORT HIGH ETF
127,4660-127,4662,9920-2,992
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