Fund HoldingsSunbeam Capital Management, LLC

Total Portfolio Value
$105.05M
Total Bought
$7.76M
Total Sold
$2.62M
Net Transaction
+$5.14M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
VANGUARD INDEX FDS15,01617,740+2,7248,0919,1178.68%+1,026
SPROTT PHYSICAL GOLD & SILVE(CEF)14,61624,235+9,6193476890.66%+341
EXXON MOBIL CORP18,78118,907+1262,0202,2492.14%+228
ABBOTT LABS01,709+1,70902270.22%+227
VANECK ETF TRUST
GOLD MINERS ETF
04,708+4,70802160.21%+216
ALTRIA GROUP INC(MO)03,477+3,47702090.20%+209
PROCTER AND GAMBLE CO(PG)44,63744,890+2537,4837,6507.28%+167
ABBVIE INC(ABBV)3,8923,996+1046928370.80%+146
COCA COLA CO(KO)13,69213,69208529880.94%+135
ISHARES TR28,42429,989+1,56516,73316,85116.04%+118
ELI LILLY & CO(LLY)1,8231,825+21,4071,5081.44%+100
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 CB
131,493135,519+4,0262,5552,6402.51%+85
T-MOBILE US INC(TMUS)1,7421,748+63854660.44%+82
GE AEROSPACE(GE)2,4282,430+24054860.46%+81
CHEVRON CORP NEW(CVX)2,9353,008+734255030.48%+78
PHILIP MORRIS INTL INC(PM)1,7491,781+322102850.27%+75
SPDR GOLD TR(GLD)1,2741,289+153083710.35%+63
VISA INC(V)1,5531,554+14915440.52%+54
BERKSHIRE HATHAWAY INC DEL2,0831,869-2149449950.95%+51
JPMORGAN CHASE & CO.(JPM)8,2458,259+141,9762,0261.93%+49
DOUBLELINE ETF TRUST
COMMERCIAL REAL
13,96614,792+8267197670.73%+49
DEERE & CO(DE)1,0231,026+34334820.46%+48
MASTERCARD INCORPORATED(MA)2,1162,120+41,1141,1621.11%+48
RTX CORPORATION(RTX)2,5522,563+112953400.32%+44
ISHARES TR
CORE MSCI EAFE
7,1887,18805055440.52%+39
BOSTON SCIENTIFIC CORP(BSX)3,0903,09002763120.30%+36
COSTCO WHSL CORP NEW(COST)1,0681,069+19791,0110.96%+32
3M CO(MMM)1,9391,914-252502810.27%+31
KLA CORP(KLAC)567569+23573860.37%+29
ETFIS SER TR I
VIRTUS REAVES UT
8,3568,659+3035335590.53%+27
ENTERPRISE PRODS PARTNERS L(EPD)9,1059,124+192863110.30%+26
MCDONALDS CORP(MCD)1,0721,077+53113360.32%+26
INTERNATIONAL BUSINESS MACHS(IBM)1,0421,017-252292530.24%+24
VANGUARD TAX-MANAGED FDS7,9137,91303784020.38%+24
ISHARES TR9,3689,36804905120.49%+22
ISHARES TR84,11384,595+4821,9191,9411.85%+22
NETFLIX INC(NFLX)46546504144340.41%+19
ISHARES TR19,10519,260+1551,5031,5191.45%+17
UNION PAC CORP(UNP)1,8131,814+14134290.41%+15
STRYKER CORPORATION(SYK)758760+22732830.27%+10
MICRON TECHNOLOGY INC(MU)2,9562,959+32492570.25%+9
S&P GLOBAL INC(SPGI)589590+12933000.29%+6
QUALCOMM INC(QCOM)1,5401,547+72372380.23%+1
SPDR SER TR
SP O&G EXPL PRO
2,0262,028+22682670.25%-1
ILLINOIS TOOL WKS INC(ITW)1,2401,247+73143110.30%-3
ONEOK INC NEW(OKE)3,2743,265-93293240.31%-5
AMPHENOL CORP NEW3,0583,065+72122020.19%-11
TEXAS INSTRS INC(TXN)1,6981,705+73183060.29%-12
THERMO FISHER SCIENTIFIC INC(TMO)567568+12952830.27%-12
BANK AMERICA CORP6,0266,037+112652520.24%-13
LOWES COS INC(LOW)1,1981,19802962790.27%-16
MARTIN MARIETTA MATLS INC(MLM)45645602352180.21%-17
ENERGY TRANSFER L P(ET)18,84518,878+333693510.33%-18
ISHARES TR56056002252020.19%-23
AMERIPRISE FINL INC(AMP)49949902662420.23%-24
META PLATFORMS INC(META)3,1183,119+11,8251,7981.71%-28
HOME DEPOT INC(HD)1,4131,421+85505210.50%-29
TRANE TECHNOLOGIES PLC(TT)1,0661,068+23943610.34%-33
ISHARES TR12,75212,791+391,1271,0881.04%-39
MERCK & CO INC(MRK)6,1666,200+346135610.53%-52
WALMART INC(WMT)24,15324,174+212,1852,1282.03%-57
ISHARES TR1,8131,81305224630.44%-59
ETF SER SOLUTIONS
DISTILLATE US
132,005132,512+5077,2507,1876.84%-63
LAS VEGAS SANDS CORP(LVS)5,7705,803+332962240.21%-72
VANGUARD INDEX FDS4,4564,472+161,0719920.94%-79
PINNACLE FINL PARTNERS INC9,8879,907+201,1311,0511.00%-80
SPDR S&P 500 ETF TR(SPY)1,017884-1335984940.47%-103
ORACLE CORP(ORCL)4,0504,058+86755670.54%-107
SPDR S&P MIDCAP 400 ETF TR(MDY)2,5142,472-421,4371,3191.26%-118
EATON CORP PLC(ETN)2,3752,37507886480.62%-140
AMAZON COM INC(AMZN)7,0447,084+401,5451,3481.28%-198
CELANESE CORP DEL(CE)3,1140-3,1142160-216
PEPSICO INC(PEP)1,5940-1,5942420-242
ISHARES TR1,8650-1,8652450-245
ISHARES TR12,57010,203-2,3671,3261,0771.03%-248
ALPHABET INC(GOOG)7,5497,552+31,4381,1801.12%-258
ISHARES TR4,5350-4,5353720-372
MICROSOFT CORP(MSFT)9,2159,285+703,8843,4863.32%-399
SELECT SECTOR SPDR TR
ST STR ENERG ETF
18,99413,094-5,9001,6271,2241.16%-403
ALPHABET INC(GOOG)14,41214,423+112,7282,2302.12%-498
BROADCOM INC(AVGO)7,9627,987+251,8461,3371.27%-509
APPLE INC(AAPL)20,53020,602+725,1414,5764.36%-565
UNITEDHEALTH GROUP INC(UNH)1,1160-1,1165650-565
NVIDIA CORPORATION(NVDA)36,55937,239+6804,9094,0363.84%-873
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