Fund HoldingsWINNOW WEALTH LLC

Total Portfolio Value
$134.25M
Total Bought
$131.85M
Total Sold
$105.98M
Net Transaction
+$25.87M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
FARMLAND PARTNERS INC01,145,016+1,145,016013,1799.82%+13,179
SPROTT PHYSICAL GOLD TRUST(PHYS)0371,431+371,43109,4167.01%+9,416
VANECK MERK GOLD TRUST(OUNZ)0288,706+288,70609,2076.86%+9,207
PACER US CASH COWS 100 ETF
US CASH COWS 100
0165,165+165,16509,1016.78%+9,101
SPROTT PHYSICAL SILVER TRUST(PSLV)0530,399+530,39906,4924.84%+6,492
URANIUM ROYALTY CORP02,441,702+2,441,70206,1044.55%+6,104
JANUS HENDERSON AAA CLO ETF
HENDRSON AAA CL
0115,922+115,92205,8834.38%+5,883
AGNICO EAGLE MINES LTD(AEM)038,051+38,05104,5253.37%+4,525
FRANKLIN FTSE BRAZIL ETF
FTSE BRAZIL
0219,323+219,32303,9392.93%+3,939
FRANKLIN FTSE JAPAN ETF
FTSE JAPAN ETF
0119,965+119,96503,8572.87%+3,857
THE ST. JOE CO(JOE)080,493+80,49303,8402.86%+3,840
WEYERHAEUSER CO(WY)0121,083+121,08303,1112.32%+3,111
ALAMOS GOLD INC0112,645+112,64502,9922.23%+2,992
KIMBELL ROYALTY PARTNERS LP(KRP)0208,132+208,13202,9062.16%+2,906
DIMENSIONAL GLOBAL REAL ESTATE ETF
GLOBAL REAL EST
0107,952+107,95202,8962.16%+2,896
FRANKLIN FTSE INDIA ETF
FRANKLIN INDIA
072,405+72,40502,8842.15%+2,884
SCHWAB US DIVIDEND EQUITY ETF0108,084+108,08402,8642.13%+2,864
GLADSTONE LAND CORP0259,580+259,58002,6401.97%+2,640
ISHARES SELF-DRIVING EV AND TECH ETF
SELF DRIVNG EV
085,015+85,01502,6001.94%+2,600
AVANTIS INTERNATIONAL EQUITY ETF034,354+34,35402,5431.89%+2,543
OKLO INC(OKLO)040,865+40,86502,2881.70%+2,288
EXPAND ENERGY CORP(EXE)019,444+19,44402,2741.69%+2,274
ALICO INC050,202+50,20201,6411.22%+1,641
ANTERO RESOURCES CORP(AR)040,609+40,60901,6361.22%+1,636
RANGE RESOURCES CORP(RRC)039,596+39,59601,6101.20%+1,610
ISHARES MSCI POLAND ETF
MSCI POLAND ETF
047,080+47,08001,5191.13%+1,519
UNITED PARCEL SERVICE INC(UPS)014,837+14,83701,4981.12%+1,498
UBER TECHNOLOGIES INC(UBER)015,500+15,50001,4461.08%+1,446
HEALTHPEAK PROPERTIES INC(DOC)079,270+79,27001,3881.03%+1,388
RIO TINTO PLC(RIO)022,166+22,16601,2930.96%+1,293
RAYONIER INC(RYN)056,820+56,82001,2600.94%+1,260
ATLANTIC UNION BANKSHARES CORP(AUB)035,881+35,88101,1220.84%+1,122
NEXGEN ENERGY LTD(NXE)0143,635+143,63509970.74%+997
ENCORE ENERGY CORP0287,590+287,59008230.61%+823
SPROTT PHYSICAL GOLD AND SILVER TRUST(CEF)026,042+26,04207840.58%+784
DENISON MINES CORP(DNN)0340,913+340,91306200.46%+620
TEJON RANCH CO034,219+34,21905800.43%+580
PEPSICO INC(PEP)6,24410,645+4,4019361,4061.05%+469
SPROTT URANIUM MINERS ETF
URANI MINER ETF
08,668+8,66804150.31%+415
DEMOCRATIC LARGE CAP CORE ETF
DEMCRATIC LG ETF
010,400+10,40004050.30%+405
VANECK GOLD MINERS ETF
GOLD MINERS ETF
07,314+7,31403810.28%+381
INNOVAGE HOLDING CORP(INNV)0100,000+100,00003690.27%+369
VANGUARD S&P 500 ETF0555+55503150.23%+315
VANECK JUNIOR GOLD MINERS ETF
JUNIOR GOLD MINE
03,819+3,81902580.19%+258
NORFOLK SOUTHERN CORP(NSC)01,000+1,00002560.19%+256
UNITED BANKSHARES INC(UBSI)06,500+6,50002370.18%+237
ISHARES MSCI GLOBAL SILVER&MTLS MNRS ETF012,905+12,90502300.17%+230
FORTINET INC(FTNT)02,167+2,16702290.17%+229
ALPHABET INC(GOOG)01,250+1,25002200.16%+220
GENERAL DYNAMICS CORP(GD)0749+74902180.16%+218
VANGUARD DIVIDEND APPRECIATION ETF01,013+1,01302070.15%+207
PORTMAN RIDGE FINANCE CORP016,060+16,06002010.15%+201
APPLE INC(AAPL)6041,604+1,0001343290.25%+195
TRUIST FINANCIAL CORP(TFC)04,299+4,29901850.14%+185
BERKSHIRE HATHAWAY INC0375+37501820.14%+182
DEERE & CO(DE)0336+33601710.13%+171
MARRIOTT INTERNATIONAL INC(MAR)0600+60001640.12%+164
THE HOME DEPOT INC(HD)0450+45001650.12%+165
JPMORGAN CHASE & CO(JPM)89500+411221450.11%+123
T. ROWE PRICE CAPITAL APPREC EQ ETF
CAP APPRECIATION
03,450+3,45001220.09%+122
ISHARES US HEALTHCARE ETF01,940+1,94001100.08%+110
HONEYWELL INTERNATIONAL INC(HON)0488+48801140.08%+114
BRISTOL-MYERS SQUIBB CO(BMY)02,312+2,31201070.08%+107
SPDR S&P 500 ETF(SPY)0150+1500930.07%+93
F5 INC(FFIV)0300+3000880.07%+88
ISHARES SELECT DIVIDEND ETF0633+6330840.06%+84
META PLATFORMS INC(META)0105+1050770.06%+77
RTX CORP(RTX)0562+5620820.06%+82
INSPERITY INC(NSP)01,200+1,2000720.05%+72
KINDER MORGAN INC(KMI)02,480+2,4800730.05%+73
MORGAN STANLEY(MS)0470+4700660.05%+66
ISHARES GOLD TRUST(IAU)01,000+1,0000620.05%+62
CAPITAL ONE FINANCIAL CORP(COF)0300+3000640.05%+64
SPDR GOLD SHARES(GLD)0170+1700520.04%+52
CORNING INC(GLW)01,000+1,0000530.04%+53
MOTOROLA SOLUTIONS INC(MSI)0122+1220510.04%+51
FIRST TRUST SMALL CAP VAL ALPHADEX ETF
SML CAP VAL ALPH
01,000+1,0000500.04%+50
FIRST TRUST VALUE LINE DIVIDEND ETF
SHS
01,016+1,0160450.03%+45
MASTERCARD INC(MA)079+790440.03%+44
PHILIP MORRIS INTERNATIONAL INC(PM)416600+184661090.08%+43
CHEVRON CORP(CVX)60368+30810530.04%+43
FIRST TRUST SMID CP RISING DIV ACHV ETF
SMID RISNG ETF
01,200+1,2000420.03%+42
VISA INC(V)0113+1130400.03%+40
FIRST TRUST NASDAQ CYBERSECURITY ETF
NASDAQ CYB ETF
0502+5020380.03%+38
MANULIFE FINANCIAL CORP(MFC)01,182+1,1820380.03%+38
COCA-COLA CO(KO)130613+4839430.03%+34
VANECK VDO GAMING AND ESPRTS ETF
VIDEO GMNG ESPRT
0300+3000330.02%+33
VIRTUS DIVID, INTEREST & PREM(NFJ)02,600+2,6000320.02%+32
EMERSON ELECTRIC CO(EMR)0256+2560340.03%+34
AT&T INC(T)01,300+1,3000380.03%+38
AMERIPRISE FINANCIAL INC(AMP)060+600320.02%+32
ENTERPRISE PRODUCTS PARTNERS LP(EPD)0896+8960280.02%+28
QUALCOMM INC(QCOM)0200+2000320.02%+32
WISDOMTREE JAPAN HEDGED EQUITY ETF(WT)0231+2310260.02%+26
CARRIER GLOBAL CORP(CARR)0362+3620260.02%+26
DELL TECHNOLOGIES INC(DELL)0200+2000250.02%+25
CROWN CASTLE INC(CCI)0250+2500260.02%+26
HOWMET AEROSPACE INC(HWM)0133+1330250.02%+25
AMAZON.COM INC(AMZN)429476+47821040.08%+23
EBAY INC(EBAY)0300+3000220.02%+22
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