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Measured Risk Portfolios, Inc.

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13F filer, CIK 1576704, SAN DIEGO, CA

Measured Risk Portfolios, Inc. reported $93,227,968 across 58 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-13. Its ten largest share positions make up 35.86% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001576704-25-000009

Period
2025-03-31
Reported value
$93.2M
Holdings
58
Top 10 weight
35.86%
New
2
Sold out
288

Largest buys vs the previous quarter

SecurityShares changeApprox. value
STATE STR SPDR S&P 500 ETF Tnew+305,400$3.11M
XHLFadded+61,326$3.09M
CMEnew+8,116$2.15M
GBILadded+4,592$460K
LYBadded+5,155$363K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SOexited-24,898-$2.05M
PMreduced-4,095-$650K
TFLOreduced-12,040-$610K
MOreduced-4,318-$259K
KMIreduced-8,650-$247K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001576704-25-000009, largest first. % of portfolio is the value over $93,227,968, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SFMSPROUTS FMRS MKT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 51,331 shares; 2025Q1: 51,279 shares 51,279$7.83M8.4%-52Timeline
XHLFBONDBLOXX ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,476 shares; 2025Q1: 88,802 shares 88,802$4.47M4.8%+61,326Timeline
STATE STR SPDR S&P 500 ETF TSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 305,400 shares 305,400$3.11M3.34%new
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,515 shares; 2025Q1: 12,237 shares 12,237$2.72M2.92%-278Timeline
CWENCLEARWAY ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 88,600 shares; 2025Q1: 86,332 shares 86,332$2.61M2.8%-2,268Timeline
KMIKINDER MORGAN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 99,841 shares; 2025Q1: 91,191 shares 91,191$2.6M2.79%-8,650Timeline
CCICROWN CASTLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,452 shares; 2025Q1: 24,710 shares 24,710$2.58M2.76%+3,258Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 56,377 shares; 2025Q1: 56,158 shares 56,158$2.55M2.73%-219Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,950 shares; 2025Q1: 20,693 shares 20,693$2.52M2.71%-257Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,481 shares; 2025Q1: 15,386 shares 15,386$2.44M2.62%-4,095Timeline
LYBLYONDELLBASELL INDUSTRIES NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 29,522 shares; 2025Q1: 34,677 shares 34,677$2.44M2.62%+5,155Timeline
OREALTY INCOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38,938 shares; 2025Q1: 40,775 shares 40,775$2.37M2.54%+1,837Timeline
BIZDVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 144,513 shares; 2025Q1: 138,676 shares 138,676$2.32M2.49%-5,837Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,692 shares; 2025Q1: 10,755 shares 10,755$2.25M2.42%-937Timeline
DLRDIGITAL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,631 shares; 2025Q1: 15,682 shares 15,682$2.25M2.41%+51Timeline
PFXFVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 130,088 shares; 2025Q1: 134,016 shares 134,016$2.25M2.41%+3,928Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 41,085 shares; 2025Q1: 36,767 shares 36,767$2.21M2.37%-4,318Timeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,331 shares; 2025Q1: 20,138 shares 20,138$2.2M2.36%-1,193Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,713 shares; 2025Q1: 19,638 shares 19,638$2.16M2.32%+1,925Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,116 shares 8,116$2.15M2.31%newTimeline
KMBKIMBERLY-CLARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,327 shares; 2025Q1: 15,036 shares 15,036$2.14M2.29%-291Timeline
TFLOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 51,871 shares; 2025Q1: 39,831 shares 39,831$2.02M2.16%-12,040Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,764 shares; 2025Q1: 3,758 shares 3,758$2M2.15%-6Timeline
KHCKRAFT HEINZ COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 57,750 shares; 2025Q1: 65,312 shares 65,312$1.99M2.13%+7,562Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,226 shares; 2025Q1: 11,387 shares 11,387$1.9M2.04%-839Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,623 shares; 2025Q1: 26,294 shares 26,294$1.88M2.02%-1,329Timeline
GISGENERAL MILLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,253 shares; 2025Q1: 29,461 shares 29,461$1.76M1.89%+2,208Timeline
DOCHEALTHPEAK PROPERTIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 79,888 shares; 2025Q1: 86,779 shares 86,779$1.75M1.88%+6,891Timeline
CLXCLOROX CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,679 shares; 2025Q1: 11,610 shares 11,610$1.71M1.83%-69Timeline
FLOFLOWERS FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 77,324 shares; 2025Q1: 89,465 shares 89,465$1.7M1.82%+12,141Timeline
VLOVALERO ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,008 shares; 2025Q1: 12,069 shares 12,069$1.59M1.71%+61Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,750 shares; 2025Q1: 8,053 shares 8,053$1.45M1.55%+303Timeline
APAMARTISAN PARTNERS ASSET MGMTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 34,461 shares; 2025Q1: 36,682 shares 36,682$1.43M1.54%+2,221Timeline
GBILGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,040 shares; 2025Q1: 13,632 shares 13,632$1.37M1.46%+4,592Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,938 shares; 2025Q1: 7,666 shares 7,666$1.31M1.4%-272Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,020 shares; 2025Q1: 7,777 shares 7,777$1.29M1.38%-243Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,375 shares; 2025Q1: 10,494 shares 10,494$1.14M1.22%+1,119Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,989 shares; 2025Q1: 1,895 shares 1,895$1.06M1.14%-94Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,725 shares; 2025Q1: 5,635 shares 5,635$866K0.93%-90Timeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,807 shares; 2025Q1: 8,542 shares 8,542$698K0.75%-265Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,964 shares; 2025Q1: 7,009 shares 7,009$573K0.61%-955Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,875 shares; 2025Q1: 4,778 shares 4,778$447K0.48%-97Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,311 shares; 2025Q1: 2,100 shares 2,100$419K0.45%-211Timeline
XVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,306 shares; 2025Q1: 9,306 shares 9,306$398K0.43%0Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,325 shares; 2025Q1: 3,215 shares 3,215$397K0.43%-110Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 743 shares; 2025Q1: 697 shares 697$372K0.4%-46Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,142 shares; 2025Q1: 1,434 shares 1,434$372K0.4%-708Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,394 shares; 2025Q1: 2,360 shares 2,360$345K0.37%-34Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,645 shares; 2025Q1: 1,617 shares 1,617$334K0.36%-28Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 867 shares; 2025Q1: 864 shares 864$324K0.35%-3Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,398 shares; 2025Q1: 4,077 shares 4,077$321K0.34%-321Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 913 shares; 2025Q1: 911 shares 911$284K0.3%-2Timeline
PAYXPAYCHEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,745 shares; 2025Q1: 1,738 shares 1,738$268K0.29%-7Timeline
XONEBONDBLOXX ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,742 shares; 2025Q1: 5,296 shares 5,296$263K0.28%+1,554Timeline
CHDCHURCH & DWIGHT CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,702 shares; 2025Q1: 2,391 shares 2,391$263K0.28%-311Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 555 shares; 2025Q1: 546 shares 546$256K0.27%-9Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,299 shares; 2025Q1: 1,326 shares 1,326$252K0.27%+27Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 688 shares; 2025Q1: 685 shares 685$251K0.27%-3Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

The largest 100 of 288. All 288

SecurityShares beforeValue beforeType
STATE STR SPDR S&P 500 ETF TSTATE STR SPDR S&P 500 ETF T566,100$4.52Mcall
SOSOUTHERN CO24,898$2.05Mshares
SPX TECHNOLOGIES INCSPX TECHNOLOGIES INC58,000$1.36Mcall
GOOGLALPHABET INC1,040$197Kshares
SPYMSPDR SERIES TRUST2,689$185Kshares
ALLALLSTATE CORP945$182Kshares
METAMETA PLATFORMS INC296$173Kshares
LLYELI LILLY & CO224$173Kshares
WMTWALMART INC1,758$159Kshares
HDVISHARES TR1,302$146Kshares
SPMDSPDR SERIES TRUST2,477$135Kshares
COSTCOSTCO WHOLESALE CORPORATION143$131Kshares
GOOGALPHABET INC680$129Kshares
SPDWSPDR INDEX SHS FDS3,634$124Kshares
MCDMCDONALDS CORP421$122Kshares
SRESEMPRA1,343$118Kshares
BABOEING CO570$101Kshares
APDAIR PRODUCTS AND CHEMICALS I346$100Kshares
IJTISHARES TR628$85Kshares
EEMISHARES TR1,933$80.8Kshares
WMWASTE MGMT INC DEL381$76.8Kshares
AFGAMERICAN FINANCIAL GROUP INC533$73Kshares
TSCOTRACTOR SUPPLY CO1,288$68.3Kshares
GILDGILEAD SCIENCES INC723$66.8Kshares
IBITISHARES BITCOIN TRUST ETF1,257$66.7Kshares
GDXVANECK ETF TRUST1,964$66.6Kshares
RUMRUM GROUP INC5,000$65Kshares
VONGVANGUARD SCOTTSDALE FDS620$64Kshares
PLTRPALANTIR TECHNOLOGIES INC843$63.8Kshares
IVWISHARES TR604$61.3Kshares
IVEISHARES TR312$59.6Kshares
MSTRSTRATEGY INC205$59.4Kshares
IIPRINNOVATIVE INDL PPTYS INC886$59.1Kshares
IJHISHARES TR940$58.6Kshares
LMTLOCKHEED MARTIN CORP113$54.9Kshares
SPLVINVESCO EXCH TRADED FD TR II765$53.5Kshares
BEPCBROOKFIELD RENEWABLE CORP1,884$52.1Kshares
MUABLACKROCK MUNIASSETS FD INC4,472$49.4Kshares
GPCGENUINE PARTS CO422$49.3Kshares
VOOVANGUARD INDEX FDS90$48.5Kshares
VVISA INC150$47.4Kshares
GRMNGARMIN LTD226$46.7Kshares
CAHCARDINAL HEALTH INC394$46.6Kshares
JPMJPMORGAN CHASE & CO184$44.1Kshares
DISCOVER FINL SVCSDISCOVER FINL SVCS253$43.8Kshares
SYYSYSCO CORP561$42.9Kshares
IBMINTERNATIONAL BUSINESS MACHS195$42.9Kshares
LOWLOWES COS INC171$42.2Kshares
BUDANHEUSER BUSCH INBEV SA NV790$39.6Kshares
TIPISHARES TR371$39.5Kshares
LQDISHARES TR361$38.6Kshares
MDLZMONDELEZ INTL INC560$33.5Kshares
DEODIAGEO PLC254$32.3Kshares
GBTCGRAYSCALE BITCOIN TRUST ETF430$31.8Kshares
PEPPEPSICO INC206$31.3Kshares
MAMASTERCARD INCORPORATED58$30.5Kshares
LYVLIVE NATION ENTERTAINMENT IN226$29.3Kshares
SJMSMUCKER J M CO263$29Kshares
CCLCARNIVAL CORP1,150$28.7Kshares
IONQIONQ INC650$27.2Kshares
GMGENERAL MTRS CO500$26.6Kshares
EMLPFIRST TR EXCHANGE-TRADED FD693$24.7Kshares
BDXBECTON DICKINSON & CO107$24.3Kshares
EPDENTERPRISE PRODS PARTNERS L772$24.2Kshares
SMMDISHARES TR340$23.1Kshares
SSOPROSHARES TR248$22.9Kshares
SNOWSNOWFLAKE INC148$22.9Kshares
NOKNOKIA CORP5,108$22.6Kshares
HYGISHARES TR285$22.4Kshares
VIGVANGUARD SPECIALIZED FUNDS114$22.3Kshares
JEPQJ P MORGAN EXCHANGE TRADED F382$21.5Kshares
JANXJANUX THERAPEUTICS INC400$21.4Kshares
PFGPRINCIPAL FINANCIAL GROUP IN276$21.4Kshares
SBUXSTARBUCKS CORP220$20.1Kshares
TLHISHARES TR200$19.9Kshares
DVYISHARES TR151$19.8Kshares
UNILEVER PLCUNILEVER PLC348$19.7Kshares
CMICUMMINS INC55$19.2Kshares
IJRISHARES TR166$19.1Kshares
KMXCARMAX INC228$18.6Kshares
NEENEXTERA ENERGY INC258$18.5Kshares
EMXCISHARES INC333$18.5Kshares
NIONIO INC4,200$18.3Kshares
SPSMSPDR SERIES TRUST402$18.1Kshares
CLCOLGATE PALMOLIVE CO198$18Kshares
DOCUDOCUSIGN INC200$18Kshares
DISDISNEY WALT CO157$17.5Kshares
CITHE CIGNA GROUP63$17.4Kshares
CSCOCISCO SYS INC291$17.2Kshares
BABAALIBABA GROUP HLDG LTD200$17Kshares
BLKBLACKROCK INC16$16.4Kshares
MCOMOODYS CORP34$16.1Kshares
VEAVANGUARD TAX-MANAGED FDS330$15.8Kshares
USHYISHARES TR422$15.5Kshares
NVONOVO-NORDISK A S178$15.3Kshares
VNQVANGUARD INDEX FDS171$15.2Kshares
IGIBISHARES TR294$15.1Kshares
UJANINNOVATOR ETFS TRUST385$15Kshares
LFMDLIFEMD INC3,000$14.8Kshares
KRKROGER CO238$14.5Kshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001576704-25-000009 base2025-05-13acceptance time not in the bulk data set