Fund HoldingsRAHLFS CAPITAL, LLC

Total Portfolio Value
$99.87M
Total Bought
$3.25M
Total Sold
$7.02M
Net Transaction
-$3.77M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
BERKSHIRE HATHAWAY INC DEL14,21214,21206,4427,5697.58%+1,127
VERIZON COMMUNICATIONS INC(VZ)14,78931,789+17,0005911,4421.44%+851
NEWMONT CORP(NEM)16,37526,110+9,7356091,2611.26%+651
PAYPAL HLDGS INC(PYPL)09,136+9,13605960.60%+596
COUPANG INC(CPNG)025,350+25,35005560.56%+556
VANECK ETF TRUST
GOLD MINERS ETF
46,05546,05501,5622,1172.12%+555
EXXON MOBIL CORP38,46538,46504,1384,5754.58%+437
PHILIP MORRIS INTL INC(PM)7,8297,82909421,2431.24%+300
ABBVIE INC(ABBV)7,5127,51201,3351,5741.58%+239
SOUTHERN CO(SO)30,29529,570-7252,4942,7192.72%+225
UBER TECHNOLOGIES INC(UBER)3,4845,879+2,3952104280.43%+218
DUKE ENERGY CORP NEW(DUK)15,44615,416-301,6641,8801.88%+216
JOHNSON & JOHNSON(JNJ)10,11110,11101,4621,6771.68%+215
MCDONALDS CORP(MCD)9,2809,28002,6902,8992.90%+209
CHEVRON CORP NEW(CVX)8,1548,15401,1811,3641.37%+183
ABBOTT LABS9,2589,25801,0471,2281.23%+181
TESLA INC(TSLA)1,0552,265+1,2104265870.59%+161
ISHARES SILVER TR(SLV)32,60032,60008581,0101.01%+152
CVS HEALTH CORP(CVS)5,9305,93002664020.40%+136
TKO GROUP HOLDINGS INC(TKO)10,51510,51501,4941,6071.61%+113
COCA COLA CO(KO)11,26411,26407018070.81%+105
EBAY INC.(EBAY)16,81016,81001,0411,1391.14%+97
ALTRIA GROUP INC(MO)12,12212,12206347280.73%+94
BRISTOL-MYERS SQUIBB CO(BMY)20,96120,96101,1861,2781.28%+93
ISHARES INC
MSCI SINGPOR ETF
45,09545,09509851,0711.07%+86
INTEL CORP(INTC)28,65928,65905756510.65%+76
AT&T INC(T)12,25212,25202793460.35%+68
BLACK STONE MINERALS L P(BSM)84,26784,26701,2301,2871.29%+56
SHELL PLC(SHEL)5,1105,11003203740.37%+54
EOG RES INC(EOG)9,0409,04001,1081,1591.16%+51
SANOFI(SNY)6,9756,97503363870.39%+50
ISHARES TR9,0309,03002753240.32%+49
JD.COM INC(JD)7,3507,35002553020.30%+47
AMGEN INC(AMGN)84084002192620.26%+43
ISHARES TR15,25015,25003193590.36%+40
SABINE RTY TR(SBR)11,88511,810-757707980.80%+28
KIMBERLY-CLARK CORP(KMB)2,3502,35003083340.33%+26
ISHARES INC
MSCI JAPAN ETF
14,76014,76009901,0121.01%+22
MEXICO FD INC20,87520,87502762970.30%+22
GENUINE PARTS CO(GPC)7,1657,16508378540.85%+17
COSTCO WHSL CORP NEW(COST)54054004955110.51%+16
CISCO SYS INC(CSCO)4,6254,62502742850.29%+12
PROCTER AND GAMBLE CO(PG)2,7552,75504624700.47%+8
JPMORGAN CHASE & CO.(JPM)83883802012060.21%+5
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
5,0765,07603033040.30%0
OCCIDENTAL PETE CORP(OXY)5,0005,00002472470.25%-0
SOUTHWEST AIRLS CO(LUV)7,4297,42902502490.25%-0
MICROSTRATEGY INC(MSTR)2,6102,61007567520.75%-4
STELLAR BANCORP INC7,5817,58102152100.21%-5
ISHARES TR1,8501,85002392330.23%-6
GRAYSCALE BITCOIN TRUST ETF(GBTC)4,8705,844+9743603530.35%-8
SPDR S&P 500 ETF TR(SPY)850872+224984850.49%-13
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
37,54337,54302,1602,1452.15%-15
GOLDMAN SACHS GROUP INC(GS)70070004013820.38%-18
PEPSICO INC(PEP)10,51510,51501,5991,5771.58%-22
ISHARES INC
MSCI TAIWAN ETF
5,2125,075-1372702410.24%-29
SOUTHSIDE BANCSHARES INC(SBSI)10,42310,42303313020.30%-29
SAN JUAN BASIN RTY TR11,5000-11,500440-44
DISNEY WALT CO(DIS)3,9003,90004343850.39%-49
MERCK & CO INC(MRK)5,3255,32505304780.48%-52
TEXAS INSTRS INC(TXN)12,14312,293+1502,2772,2092.21%-68
PFIZER INC(PFE)39,95338,453-1,5001,0609740.98%-86
ISHARES TR6,1006,10001,7621,6521.65%-110
FIDELITY WISE ORIGIN BITCOIN(FBTC)11,54011,54009418310.83%-111
BLOCK INC(XYZ)4,8085,108+3004092780.28%-131
ADOBE INC(ADBE)2,5322,53201,1269710.97%-155
UNITED PARCEL SERVICE INC(UPS)1,8500-1,8502330-233
WALMART INC(WMT)61,04460,069-9755,5155,2735.28%-242
SERVICENOW INC(NOW)2420-2422570-257
TARGET CORP(TGT)9,0809,08001,2279480.95%-280
AMAZON COM INC(AMZN)9,6809,670-102,1241,8401.84%-284
BANK AMERICA CORP14,6508,300-6,3506443460.35%-298
ORACLE CORP(ORCL)9,7609,060-7001,6261,2671.27%-360
NVIDIA CORPORATION(NVDA)21,27021,27002,8562,3052.31%-551
ARCHER DANIELS MIDLAND CO19,6408,190-11,4509923930.39%-599
ALPHABET INC(GOOG)18,63518,63503,5282,8822.89%-646
MICROSOFT CORP(MSFT)15,34015,34006,4665,7585.77%-707
LIBERTY MEDIA CORP DEL(FWONA)8,8500-8,8508200-820
ULTA BEAUTY INC(ULTA)5,5262,925-2,6012,4031,0721.07%-1,331
APPLE INC(AAPL)49,99047,500-2,49012,51810,55110.57%-1,967
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