Appalachian Capital Management

Appalachian Capital Management as of Dec. 31, 2025

Portfolio Holdings for Appalachian Capital Management

Appalachian Capital Management holds 42 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 32.7 $41M 1.6M 26.23
Spdr Series Trust State Street Spd (SPTL) 7.6 $9.5M 359k 26.47
Spdr Series Trust State Street Spd (SPTI) 7.5 $9.3M 323k 28.84
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON) 7.1 $8.9M 353k 25.17
Harris Oakmark Etf Trust Intl Large Cap 6.6 $8.2M 320k 25.72
Schwab Strategic Tr Us Dividend Eq (SCHD) 6.6 $8.2M 299k 27.43
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM) 6.4 $8.0M 283k 28.36
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 5.0 $6.3M 25k 252.92
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.7 $3.4M 5.6k 614.31
Select Sector Spdr Tr State Street Fin (XLF) 2.4 $3.0M 55k 54.77
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.4 $3.0M 35k 83.75
First Tr Exchange Traded Risng Divd Achiv (RDVY) 1.4 $1.7M 24k 69.47
Boeing Company (BA) 0.9 $1.2M 5.3k 217.12
Pimco Etf Tr Active Bd Etf (BOND) 0.7 $928k 10k 93.08
Spdr Series Trust State Street Spd (KRE) 0.7 $871k 13k 64.81
Amazon (AMZN) 0.6 $801k 3.5k 230.82
WesBan (WSBC) 0.6 $749k 23k 33.24
Tesla Motors (TSLA) 0.6 $726k 1.6k 449.72
NVIDIA Corporation (NVDA) 0.6 $695k 3.7k 186.51
Exxon Mobil Corporation (XOM) 0.5 $681k 5.7k 120.33
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.5 $622k 27k 23.37
First Tr Exchange-traded SHS (FVD) 0.5 $611k 13k 46.08
Invesco Exchange Traded Fd T Intl Divi Achi (PID) 0.5 $592k 27k 22.00
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.4 $544k 7.6k 71.42
Proshares Tr Pshs Ultra Qqq (QLD) 0.4 $516k 7.3k 70.41
United Ban (UBCP) 0.4 $479k 33k 14.35
Netflix (NFLX) 0.3 $423k 4.5k 93.76
Invesco Actively Managed Exc Total Return (GTO) 0.3 $382k 8.1k 47.42
Microsoft Corporation (MSFT) 0.3 $380k 785.00 483.69
Eli Lilly & Co. (LLY) 0.3 $365k 340.00 1074.68
Valero Energy Corporation (VLO) 0.3 $342k 2.1k 162.79
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.3 $323k 672.00 480.69
Crowdstrike Hldgs Cl A (CRWD) 0.2 $306k 652.00 468.76
Chevron Corporation (CVX) 0.2 $305k 2.0k 152.41
Select Sector Spdr Tr State Street Tec (XLK) 0.2 $291k 2.0k 143.99
Advanced Micro Devices (AMD) 0.2 $286k 1.3k 214.16
Spdr Series Trust State Street Spd (SPTS) 0.2 $247k 8.4k 29.28
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $223k 7.8k 28.48
Meta Platforms Cl A (META) 0.2 $216k 327.00 659.53
Viatris (VTRS) 0.2 $212k 17k 12.45
Ishares Tr Ishares Semicdtr (SOXX) 0.2 $207k 688.00 301.36
Eon Resources Com Cl A (EONR) 0.0 $7.7k 20k 0.38