Fund HoldingsDOLIVER ADVISORS, LP

Total Portfolio Value
$355.31M
Total Bought
$13.30M
Total Sold
$36.00M
Net Transaction
-$22.70M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
EXXON MOBIL CORP01,138,986+1,138,9860132,39637.26%+132,396
NVIDIA CORPORATION(NVDA)5,6585,539-1192,8025,0051.41%+2,203
ISHARES TR53,91962,845+8,9265,6747,2462.04%+1,572
TIDAL TR II
DGA CO PL AB ETF
773,667784,631+10,96415,98717,4454.91%+1,458
NOVO-NORDISK A S(NVO)010,773+10,77301,3830.39%+1,383
LOWES COS INC(LOW)1,5345,680+4,1463411,4470.41%+1,105
ADOBE INC(ADBE)8732,854+1,9815211,4400.41%+919
GRAYSCALE BITCOIN TR BTC(GBTC)013,571+13,57108570.24%+857
AMAZON COM INC(AMZN)33,59632,918-6785,1055,9381.67%+833
ISHARES TR3,4336,945+3,5126891,4610.41%+771
PEPSICO INC(PEP)05,202+5,20209100.26%+910
EATON CORP PLC(ETN)14,26112,390-1,8713,4343,8741.09%+440
JPMORGAN CHASE & CO(JPM)26,48124,653-1,8284,5044,9381.39%+434
ISHARES TR14,21813,735-4836,7917,2212.03%+430
APOLLO GLOBAL MGMT INC(APO)16,29416,649+3551,5181,8720.53%+354
META PLATFORMS INC(META)11,2678,930-2,3373,9884,3361.22%+348
CHART INDS INC(GTLS)010,811+10,81101,7810.50%+1,781
BROADCOM INC(AVGO)1,5461,535-111,7262,0350.57%+308
DISNEY WALT CO(DIS)13,06212,075-9871,1791,4770.42%+298
AIRBNB INC05,595+5,59509230.26%+923
CARNIVAL CORP017,777+17,77702900.08%+290
ENTERPRISE PRODS PARTNERS L(EPD)0100,928+100,92802,9450.83%+2,945
WALMART INC(WMT)036,532+36,53202,1980.62%+2,198
MERCK & CO INC(MRK)13,86513,432-4331,5121,7720.50%+261
DIMENSIONAL ETF TRUST
US COR EQU 1 ETF
04,310+4,31002530.07%+253
SERVICENOW INC(NOW)3,2233,289+662,2772,5080.71%+231
NUTANIX INC(NTNX)03,547+3,54702190.06%+219
ASML HOLDING N V
N Y REGISTRY SHS
2,0711,834-2371,5681,7800.50%+212
INTERNATIONAL BUSINESS MACHS(IBM)01,084+1,08402070.06%+207
MICROSOFT CORP(MSFT)4,2854,291+61,6111,8050.51%+194
MPLX LP(MPLX)48,77047,723-1,0471,7911,9830.56%+193
OWENS CORNING NEW(OC)10,31010,222-881,5281,7050.48%+177
ALPHABET INC(GOOG)53,16550,364-2,8017,4937,6682.16%+176
SCOTTS MIRACLE-GRO CO(SMG)6,1437,594+1,4513925660.16%+175
ABBVIE INC(ABBV)6,1726,164-89571,1230.32%+166
FIRST FINL BANKSHARES INC(FFIN)67,79267,592-2002,0542,2180.62%+164
LIVE NATION ENTERTAINMENT IN(LYV)4,3495,374+1,0254075680.16%+161
EOG RES INC(EOG)016,561+16,56102,1170.60%+2,117
FEDEX CORP(FDX)04,290+4,29001,2430.35%+1,243
UBER TECHNOLOGIES INC(UBER)12,66311,959-7047809210.26%+141
PROCTER AND GAMBLE CO(PG)09,066+9,06601,4710.41%+1,471
THERMO FISHER SCIENTIFIC INC(TMO)2,8342,816-181,5041,6370.46%+132
NORTHERN OIL & GAS INC(NOG)028,072+28,07201,1140.31%+1,114
HOME DEPOT INC(HD)4,2384,151-871,4691,5920.45%+124
VISA INC(V)15,21314,632-5813,9614,0841.15%+123
NETFLIX INC(NFLX)1,0881,072-165306510.18%+121
CATERPILLAR INC(CAT)01,513+1,51305540.16%+554
PHILIP MORRIS INTL INC(PM)27,30429,143+1,8392,5692,6700.75%+101
COTERRA ENERGY INC017,228+17,22804800.14%+480
DEVON ENERGY CORP NEW(DVN)011,835+11,83505940.17%+594
BERKSHIRE HATHAWAY INC DEL1,6441,619-255866810.19%+94
AMERICAN EXPRESS CO(AXP)2,8812,749-1325406260.18%+86
VAALCO ENERGY INC037,000+37,00002580.07%+258
INTUITIVE SURGICAL INC4,3083,832-4761,4531,5290.43%+76
SALESFORCE INC(CRM)6,3805,823-5571,6791,7540.49%+75
CHEVRON CORP NEW(CVX)07,966+7,96601,2570.35%+1,257
SPDR GOLD TR(GLD)3,3433,440+976397080.20%+69
VAIL RESORTS INC(MTN)04,604+4,60401,0260.29%+1,026
PLAINS ALL AMERN PIPELINE L(PAA)029,028+29,02805100.14%+510
ENERGY TRANSFER L P(ET)037,346+37,34605870.17%+587
ISHARES TR10,78010,78008128610.24%+49
MASTERCARD INCORPORATED(MA)3,1602,894-2661,3481,3940.39%+46
SOUTHWESTERN ENERGY CO047,466+47,46603600.10%+360
PRUDENTIAL FINL INC(PFH)3,8313,750-813974400.12%+43
HENRY JACK & ASSOC INC(JKHY)4,1004,10006707120.20%+42
AMGEN INC(AMGN)6,2196,448+2291,7911,8330.52%+42
COMSTOCK RES INC(CRK)026,416+26,41602450.07%+245
PUBLIC STORAGE(PSA)1,4401,648+2084394780.13%+39
CAPITAL ONE FINL CORP(COF)2,0132,01302643000.08%+36
SELECT SECTOR SPDR TR
ST STR ENERG ETF
04,096+4,09603870.11%+387
MEDTRONIC PLC(MDT)15,16314,716-4471,2491,2820.36%+33
ISHARES GOLD TR(IAU)22,19521,395-8008668990.25%+33
WELLS FARGO CO NEW(WFC)8,5097,770-7394194500.13%+32
FREEPORT-MCMORAN INC(FCX)7,0156,985-302993280.09%+30
SELECT SECTOR SPDR TR
ST STR CARE ETF
2,2452,260+153063340.09%+28
ISHARES TR1,6501,65002732960.08%+23
NORFOLK SOUTHN CORP(NSC)1,4631,439-243463670.10%+21
KIMBELL RTY PARTNERS LP(KRP)042,401+42,40106580.19%+658
US BANCORP DEL(USB)30,36129,794-5671,3141,3320.37%+18
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)1,028983-452812960.08%+15
ISHARES TR5,0465,044-25465570.16%+11
FIRST SOLAR INC(FSLR)5,0835,246+1638768860.25%+10
VANGUARD SPECIALIZED FUNDS2,2502,150-1003833930.11%+9
SPDR SER TR
ST STR SP BIOT
2,4122,362-502152240.06%+9
ISHARES INC
CORE MSCI EMKT
7,7767,781+53934020.11%+8
ISHARES TR5,4864,838-6484354410.12%+7
DEERE & CO(DE)1,4961,468-285986030.17%+5
THIRD COAST BANCSHARES INC15,50015,50003083100.09%+2
SHOPIFY INC(SHOP)3,4753,531+562712720.08%+2
VIRTUS TOTAL RETURN FD INC(ZTR)012,257+12,2570680.02%+68
TEMPO AUTOMATION HOLDINGS IN000000
MOLSON COORS BEVERAGE CO(TAP)06,306+6,30604240.12%+424
L3HARRIS TECHNOLOGIES INC(LHX)5,9315,856-751,2491,2480.35%-1
BLACK STONE MINERALS L P(BSM)027,319+27,31904370.12%+437
KELLANOVA11,12310,775-3486226170.17%-5
AT&T INC(T)012,696+12,69602230.06%+223
ISHARES TR4,5624,198-3644424360.12%-6
SOUTHERN CO(SO)5,9185,698-2204154090.12%-6
DUKE ENERGY CORP NEW(DUK)6,0755,997-785905800.16%-10
ALTRIA GROUP INC(MO)041,685+41,68501,8180.51%+1,818
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