Arcus Capital Partners as of June 30, 2024
Portfolio Holdings for Arcus Capital Partners
Arcus Capital Partners holds 111 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Dream Finders Homes Com Cl A (DFH) | 17.9 | $46M | 1.8M | 25.82 | |
Coca-Cola Company (KO) | 15.5 | $40M | 634k | 63.65 | |
Ishares Tr Select Divid Etf (DVY) | 6.4 | $17M | 137k | 120.98 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 4.2 | $11M | 188k | 58.52 | |
T Rowe Price Etf Cap Appreciation (TCAF) | 3.8 | $10M | 318k | 31.41 | |
Ishares Tr Core S&p500 Etf (IVV) | 3.8 | $9.8M | 18k | 547.24 | |
Celsius Hldgs Com New (CELH) | 3.6 | $9.5M | 166k | 57.09 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.2 | $8.3M | 17k | 479.11 | |
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.4 | $6.1M | 124k | 49.42 | |
Goldman Sachs Bdc SHS (GSBD) | 2.3 | $6.1M | 401k | 15.08 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.9 | $5.0M | 9.1k | 544.27 | |
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 1.5 | $4.0M | 78k | 50.47 | |
Apple (AAPL) | 1.3 | $3.4M | 16k | 210.62 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 1.0 | $2.7M | 10k | 267.50 | |
American Express Company (AXP) | 1.0 | $2.7M | 12k | 231.55 | |
Ishares Tr Msci Acwi Etf (ACWI) | 1.0 | $2.6M | 23k | 112.40 | |
Workday Cl A (WDAY) | 1.0 | $2.5M | 11k | 223.56 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.9 | $2.4M | 55k | 43.76 | |
Goldman Sachs (GS) | 0.9 | $2.3M | 5.2k | 452.31 | |
Morgan Stanley Com New (MS) | 0.9 | $2.3M | 24k | 97.19 | |
Elf Beauty (ELF) | 0.8 | $2.1M | 10k | 210.72 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.8 | $2.1M | 20k | 106.66 | |
Ishares Tr Core Msci Eafe (IEFA) | 0.8 | $2.0M | 28k | 72.64 | |
Ishares Msci Gbl Min Vol (ACWV) | 0.8 | $2.0M | 19k | 104.64 | |
Microsoft Corporation (MSFT) | 0.7 | $1.9M | 4.3k | 447.00 | |
Ge Aerospace Com New (GE) | 0.7 | $1.9M | 12k | 158.97 | |
Ishares Tr Msci Usa Min Vol (USMV) | 0.7 | $1.9M | 22k | 83.96 | |
Amazon (AMZN) | 0.7 | $1.8M | 9.6k | 193.25 | |
Ishares Tr Aggres Alloc Etf (AOA) | 0.7 | $1.7M | 23k | 74.78 | |
Leuthold Fds Core Etf (LCR) | 0.6 | $1.6M | 48k | 33.68 | |
NVIDIA Corporation (NVDA) | 0.6 | $1.5M | 13k | 123.54 | |
Kinsale Cap Group (KNSL) | 0.6 | $1.5M | 4.0k | 385.24 | |
Ishares Core Msci Emkt (IEMG) | 0.6 | $1.5M | 28k | 53.53 | |
Exxon Mobil Corporation (XOM) | 0.6 | $1.4M | 13k | 115.12 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.5 | $1.4M | 8.5k | 164.28 | |
Truist Financial Corp equities (TFC) | 0.5 | $1.4M | 36k | 38.85 | |
Meta Platforms Cl A (META) | 0.5 | $1.4M | 2.7k | 504.22 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $1.3M | 6.6k | 202.88 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $1.3M | 7.2k | 182.14 | |
Doubleline Income Solutions (DSL) | 0.4 | $1.1M | 92k | 12.52 | |
Spdr Gold Tr Gold Shs (GLD) | 0.4 | $1.1M | 5.1k | 215.01 | |
Acuity Brands (AYI) | 0.3 | $906k | 3.8k | 241.44 | |
salesforce (CRM) | 0.3 | $871k | 3.4k | 257.10 | |
UnitedHealth (UNH) | 0.3 | $846k | 1.7k | 509.11 | |
Roper Industries (ROP) | 0.3 | $837k | 1.5k | 563.66 | |
Waste Connections (WCN) | 0.3 | $833k | 4.7k | 175.36 | |
Home Depot (HD) | 0.3 | $828k | 2.4k | 344.31 | |
Pimco Dynamic Income SHS (PDI) | 0.3 | $817k | 43k | 18.81 | |
PerkinElmer (RVTY) | 0.3 | $790k | 7.5k | 104.86 | |
Danaher Corporation (DHR) | 0.3 | $783k | 3.1k | 249.81 | |
Veralto Corp Com Shs (VLTO) | 0.3 | $769k | 8.1k | 95.47 | |
Becton, Dickinson and (BDX) | 0.3 | $744k | 3.2k | 233.71 | |
Nushares Etf Tr Nuveen Shrt Term (NURE) | 0.3 | $734k | 24k | 31.09 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $714k | 3.9k | 182.54 | |
BlackRock Credit All Inc Trust IV (BTZ) | 0.3 | $713k | 67k | 10.71 | |
Live Oak Bancshares (LOB) | 0.3 | $701k | 20k | 35.06 | |
Tesla Motors (TSLA) | 0.3 | $674k | 3.4k | 197.88 | |
Fortive (FTV) | 0.3 | $673k | 9.1k | 74.10 | |
Capital City Bank (CCBG) | 0.3 | $654k | 23k | 28.44 | |
Ishares Tr Jpmorgan Usd Emg (EMB) | 0.2 | $643k | 7.3k | 88.48 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $635k | 15k | 42.59 | |
Mastercard Incorporated Cl A (MA) | 0.2 | $624k | 1.4k | 441.24 | |
Ishares Tr Msci Eafe Min Vl (EFAV) | 0.2 | $608k | 8.8k | 69.36 | |
Alphabet Cap Stk Cl C (GOOG) | 0.2 | $600k | 3.3k | 183.42 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $597k | 7.6k | 78.33 | |
Select Sector Spdr Tr Technology (XLK) | 0.2 | $594k | 2.6k | 226.19 | |
Blackstone Group Inc Com Cl A (BX) | 0.2 | $592k | 4.8k | 123.79 | |
Coupang Cl A (CPNG) | 0.2 | $574k | 27k | 20.95 | |
Servisfirst Bancshares (SFBS) | 0.2 | $562k | 8.9k | 63.19 | |
Ge Vernova (GEV) | 0.2 | $510k | 3.0k | 171.51 | |
Johnson & Johnson (JNJ) | 0.2 | $465k | 3.2k | 146.16 | |
J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $459k | 8.1k | 56.68 | |
Proshares Tr Ultrapro Qqq (TQQQ) | 0.2 | $455k | 6.2k | 73.82 | |
Southern Company (SO) | 0.2 | $433k | 5.6k | 77.58 | |
Owl Rock Capital Corporation (OBDC) | 0.2 | $405k | 26k | 15.36 | |
General Mills (GIS) | 0.1 | $388k | 6.1k | 63.26 | |
Oneok (OKE) | 0.1 | $385k | 4.7k | 81.55 | |
Q2 Holdings (QTWO) | 0.1 | $382k | 6.3k | 60.33 | |
Coastal Finl Corp Wa Com New (CCB) | 0.1 | $378k | 8.2k | 46.14 | |
Select Sector Spdr Tr Energy (XLE) | 0.1 | $367k | 4.0k | 91.15 | |
Ishares Msci Emerg Mrkt (EEMV) | 0.1 | $363k | 6.4k | 57.21 | |
Ishares Tr Global Energ Etf (IXC) | 0.1 | $333k | 8.0k | 41.51 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $324k | 1.1k | 303.41 | |
Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $321k | 4.1k | 77.92 | |
Emcor (EME) | 0.1 | $320k | 877.00 | 365.13 | |
United Rentals (URI) | 0.1 | $299k | 462.00 | 647.12 | |
Ban (TBBK) | 0.1 | $292k | 7.7k | 37.76 | |
Regions Financial Corporation (RF) | 0.1 | $290k | 15k | 20.04 | |
Steel Dynamics (STLD) | 0.1 | $285k | 2.2k | 129.52 | |
Commercial Metals Company (CMC) | 0.1 | $285k | 5.2k | 54.99 | |
Wal-Mart Stores (WMT) | 0.1 | $281k | 4.2k | 67.71 | |
Bank Ozk (OZK) | 0.1 | $281k | 6.8k | 41.00 | |
Bank of America Corporation (BAC) | 0.1 | $280k | 7.0k | 39.77 | |
Advanced Drain Sys Inc Del (WMS) | 0.1 | $275k | 1.7k | 160.39 | |
Comfort Systems USA (FIX) | 0.1 | $259k | 853.00 | 304.12 | |
Caterpillar (CAT) | 0.1 | $250k | 752.00 | 332.89 | |
Comcast Corp Cl A (CMCSA) | 0.1 | $248k | 6.3k | 39.16 | |
JPMorgan Chase & Co. (JPM) | 0.1 | $240k | 1.2k | 202.21 | |
Visa Com Cl A (V) | 0.1 | $229k | 874.00 | 262.48 | |
Select Sector Spdr Tr Financial (XLF) | 0.1 | $229k | 5.6k | 41.11 | |
Raytheon Technologies Corp (RTX) | 0.1 | $225k | 2.2k | 100.37 | |
NVR (NVR) | 0.1 | $220k | 29.00 | 7588.59 | |
Vanguard World Inf Tech Etf (VGT) | 0.1 | $212k | 367.00 | 576.59 | |
Merck & Co (MRK) | 0.1 | $202k | 1.6k | 123.80 | |
Western Union Company (WU) | 0.1 | $183k | 15k | 12.22 | |
Ready Cap Corp Com reit (RC) | 0.1 | $147k | 18k | 8.18 | |
Allianzgi Conv & Income Fd Ii (NCZ) | 0.0 | $110k | 38k | 2.92 | |
JetBlue Airways Corporation (JBLU) | 0.0 | $67k | 11k | 6.09 | |
Elutia Cl A Com (ELUT) | 0.0 | $50k | 10k | 4.96 | |
Wheels Up Experience Com Cl A (UP) | 0.0 | $46k | 25k | 1.89 | |
Amarin Corp Spons Adr New (AMRN) | 0.0 | $11k | 16k | 0.69 |