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GVCM

Global View Capital Management Portfolio holdings

AUM $484M
1-Year Est. Return 48.46%
This Fund
S&P 500
This Quarter Est. Return
+2.24%
1 Year Est. Return
+48.46%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$285M
AUM Growth
–
Cap. Flow
+$288M
Cap. Flow %
100.81%
Top 10 Hldgs %
65.17%
Holding
122
New
122
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
QLD icon
ProShares Ultra QQQ
QLD
+$68.7M
2
DDM icon
ProShares Ultra Dow30
DDM
+$26M
3
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$23M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$21.2M
5
SSO icon
ProShares Ultra S&P500
SSO
+$10.6M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 1.41%
2 Materials 0.84%
3 Communication Services 0.65%
4 Healthcare 0.58%
5 Financials 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CSCO icon
76
Cisco
CSCO
$479B
$500K 0.18%
+8,464
New +$483K
BKHY icon
77
BNY Mellon High Yield Beta ETF
BKHY
$161M
$497K 0.17%
+10,397
New +$502K
TSLA icon
78
Tesla
TSLA
$1.3T
$495K 0.17%
+1,306
New +$420K
IWV icon
79
iShares Russell 3000 ETF
IWV
$20.3B
$463K 0.16%
+1,388
New +$467K
RSP icon
80
Invesco S&P 500 Equal Weight ETF
RSP
$99.5B
$462K 0.16%
+2,647
New +$479K
DD icon
81
DuPont de Nemours
DD
$19.2B
$452K 0.16%
+4,778
New +$497K
XLP icon
82
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
$442K 0.16%
+5,646
New +$458K
LLY icon
83
Eli Lilly
LLY
$1.06T
$422K 0.15%
+543
New +$450K
CTVA icon
84
Corteva
CTVA
$51.3B
$412K 0.14%
+7,317
New +$433K
EOG icon
85
EOG Resources
EOG
$70.7B
$401K 0.14%
+3,218
New +$411K
SMMV icon
86
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
$292M
$395K 0.14%
+9,546
New +$403K
TRV icon
87
Travelers Companies
TRV
$80.2B
$394K 0.14%
+1,634
New +$408K
FNV icon
88
Franco-Nevada
FNV
$46B
$392K 0.14%
+3,240
New +$401K
TBF icon
89
ProShares Short 20+ Year Treasury ETF
TBF
$104M
$380K 0.13%
+15,468
New +$365K
HCA icon
90
HCA Healthcare
HCA
$89.5B
$372K 0.13%
+1,250
New +$437K
IJR icon
91
iShares Core S&P Small-Cap ETF
IJR
$112B
$366K 0.13%
+3,180
New +$380K
TLT icon
92
iShares 20+ Year Treasury Bond ETF
TLT
$41.7B
$353K 0.12%
+4,029
New +$371K
SPYV icon
93
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.8B
$345K 0.12%
+6,774
New +$360K
XLV icon
94
State Street Health Care Select Sector SPDR ETF
XLV
$42.7B
$342K 0.12%
+2,483
New +$363K
DEO icon
95
Diageo
DEO
$53.6B
$340K 0.12%
+2,699
New +$343K
MSFT icon
96
Microsoft
MSFT
$3.71T
$326K 0.11%
+780
New +$332K
GEHC icon
97
GE HealthCare
GEHC
$32.4B
$321K 0.11%
+4,094
New +$348K
SPHY icon
98
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.6B
$318K 0.11%
+13,499
New +$320K
VZ icon
99
Verizon
VZ
$196B
$315K 0.11%
+7,838
New +$331K
ANGL icon
100
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.06B
$308K 0.11%
+10,742
New +$312K
1 2 3
4
5

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WP
Wedgewood Partners St Louis, Missouri $484M AUM 14.59% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
BWA
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PE
PCM Encore Aspen, Colorado $486M AUM
IG
Ithaka Group Arlington, Virginia $482M AUM 15.81% 1-Year Est. Return
UOIF
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HL
HeadInvest LLC Portland, Maine $488M AUM 14.33% 1-Year Est. Return
MAM
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Global View Capital Management's Q4 2024 Portfolio in Review

Q4 2024 is the first quarter with a 13F filing on record for Global View Capital Management, which disclosed 122 positions worth $285M. Its ten largest holdings account for 65% of the portfolio.

Its largest position is ProShares Ultra QQQ: 1,283,562 shares worth $69.2M.

By sector, the portfolio is most concentrated in Technology at 1.4% of assets, followed by Materials and Communication Services.

  • Global View Capital Management's largest Q4 2024 buy was ProShares Ultra QQQ: 1,283,562 shares worth $69.2M.
  • Global View Capital Management's ten largest holdings make up 65% of its $285M portfolio in Q4 2024.
  • Global View Capital Management disclosed 122 positions in Q4 2024, its first 13F filing on record.

Based on Global View Capital Management's 13F filing for Q4 2024, filed 7 Feb 2025.