OL
Owen LaRue Portfolio holdings
AUM
$263M
1-Year Est. Return
32.09%
This Fund
S&P 500
1 Year Est. Return
+32.09%
AUM
$263M
AUM Growth
+$9.23M
(+3.6%)
Holding
135
Top Buys
| 1 | +$3.55M | |
| 2 | +$2.85M | |
| 3 | +$2.67M | |
| 4 |
Simplify Stable Income ETF
BUCK
|
+$2.63M |
| 5 |
BlackRock Flexible Income ETF
BINC
|
+$2.19M |
Top Sells
| 1 | +$3.79M | |
| 2 | +$2.74M | |
| 3 | +$1.77M | |
| 4 |
Global X NASDAQ-100 Covered Call ETF
QYLD
|
+$1.53M |
| 5 |
NVIDIA
NVDA
|
+$1.46M |
Sector Composition
| 1 | Technology | 19.79% |
| 2 | Financials | 5.35% |
| 3 | Industrials | 2.21% |
| 4 | Healthcare | 1.82% |
| 5 | Consumer Discretionary | 1.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
OKLO
126
Oklo
OKLO
$12.7B
| – | – |
-3,500
|
|
||
|
BTGD
127
STKd 100% Bitcoin & 100% Gold ETF
BTGD
$64.1M
| – | – |
-41,150
|
|
||
|
CRWV
128
CoreWeave Inc
CRWV
$57.7B
| – | – |
-3,450
|
|
||
|
129
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.33B
| – | – |
-90,001
|
|
||
130
ARK Autonomous Technology & Robotics ETF
ARKQ
$2.15B
| – | – |
-1,925
|
|
||
131
BlackBerry
BB
$3.04B
| – | – |
-10,860
|
|
||
132
Kinder Morgan
KMI
$68.7B
| – | – |
-18,133
|
|
||
133
Altria Group
MO
$110B
| – | – |
-11,780
|
|
||
134
PIMCO Dynamic Income Fund
PDI
$7.64B
| – | – |
-27,839
|
|
||
135
Prime Medicine
PRME
$674M
| – | – |
-19,032
|
|