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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
GLDM icon
101
SPDR Gold MiniShares Trust
GLDM
$29.5B
$301K 0.11%
+5,705
New +$301K
V icon
102
Visa
V
$677B
$292K 0.1%
+930
New +$280K
T icon
103
AT&T
T
$163B
$266K 0.09%
+11,663
New +$262K
SOXX icon
104
iShares Semiconductor ETF
SOXX
$48.7B
$264K 0.09%
+1,219
New +$272K
EFA icon
105
iShares MSCI EAFE ETF
EFA
$80.2B
$255K 0.09%
+3,389
New +$268K
FSIG icon
106
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.52B
$254K 0.09%
+13,455
New +$255K
HSY icon
107
Hershey
HSY
$36.6B
$253K 0.09%
+1,500
New +$269K
IFF icon
108
International Flavors & Fragrances
IFF
$21.9B
$250K 0.09%
+3,014
New +$283K
NFLX icon
109
Netflix
NFLX
$309B
$233K 0.08%
+2,630
New +$216K
HPQ icon
110
HP
HPQ
$27.5B
$229K 0.08%
+7,060
New +$254K
FXG icon
111
First Trust Consumer Staples AlphaDEX Fund
FXG
$227M
$226K 0.08%
+3,525
New +$237K
META icon
112
Meta Platforms (Facebook)
META
$1.51T
$226K 0.08%
+377
New +$221K
PEG icon
113
Public Service Enterprise Group
PEG
$37.7B
$224K 0.08%
+2,633
New +$233K
TXN icon
114
Texas Instruments
TXN
$261B
$217K 0.08%
+1,163
New +$232K
PSLV icon
115
Sprott Physical Silver Trust
PSLV
$13.2B
$207K 0.07%
+21,036
New +$222K
ESGV icon
116
Vanguard ESG US Stock ETF
ESGV
$13.6B
$207K 0.07%
+1,982
New +$208K
GOOG icon
117
Alphabet (Google) Class C
GOOG
$4.32T
$204K 0.07%
+1,071
New +$189K
IHI icon
118
iShares US Medical Devices ETF
IHI
$3.38B
$202K 0.07%
+3,458
New +$206K
FDX icon
119
FedEx
FDX
$75.4B
$201K 0.07%
+733
New +$205K
BIBL icon
120
Inspire 100 ETF
BIBL
$495M
$200K 0.07%
+5,165
New +$211K
LUMN icon
121
Lumen
LUMN
$6.44B
$99.9K 0.04%
+17,812
New +$123K
ALPP
122
DELISTED
Alpine 4 Holdings Inc
ALPP
$184 ﹤0.01%
+26,018
New +$8.66K
1 2 3 4
5

Similar funds

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
Basecamp Wealth Advisors Bellevue, Washington $483M AUM
PE
PCM Encore Aspen, Colorado $486M AUM
IG
Ithaka Group Arlington, Virginia $482M AUM 15.81% 1-Year Est. Return
UOIF
University of Illinois Foundation Champaign, Illinois $487M AUM 32.41% 1-Year Est. Return
HL
HeadInvest LLC Portland, Maine $488M AUM 14.33% 1-Year Est. Return
MAM
Morse Asset Management Darien, Connecticut $481M AUM 46% 1-Year Est. Return

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.