Brave Asset Management as of June 30, 2024
Portfolio Holdings for Brave Asset Management
Brave Asset Management holds 158 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 |
|---|---|---|---|---|---|
| Ishares Tr Core Us Aggbd Et (AGG) | 16.8 | $66M | 679k | 97.07 | |
| Select Sector Spdr Tr Technology (XLK) | 7.7 | $30M | 133k | 226.23 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 7.5 | $30M | 62k | 479.11 | |
| Ishares Tr Eafe Value Etf (EFV) | 6.0 | $24M | 443k | 53.04 | |
| Apple (AAPL) | 5.0 | $20M | 93k | 210.62 | |
| J Global (ZD) | 4.9 | $19M | 350k | 55.05 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.8 | $19M | 35k | 544.22 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 4.7 | $18M | 126k | 145.75 | |
| Microsoft Corporation (MSFT) | 4.6 | $18M | 40k | 446.95 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 4.3 | $17M | 34k | 500.13 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.2 | $12M | 67k | 183.42 | |
| JPMorgan Chase & Co. (JPM) | 2.6 | $10M | 51k | 202.26 | |
| Amazon (AMZN) | 2.4 | $9.6M | 50k | 193.25 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 1.6 | $6.2M | 34k | 182.40 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 1.4 | $5.3M | 69k | 76.58 | |
| Walt Disney Company (DIS) | 1.3 | $5.1M | 51k | 99.29 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 1.2 | $4.5M | 66k | 68.14 | |
| American Express Company (AXP) | 0.9 | $3.7M | 16k | 231.55 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $2.6M | 6.5k | 406.80 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $2.5M | 14k | 182.15 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.6 | $2.4M | 13k | 182.01 | |
| NVIDIA Corporation (NVDA) | 0.5 | $2.0M | 16k | 123.54 | |
| Eli Lilly & Co. (LLY) | 0.4 | $1.7M | 1.9k | 905.38 | |
| White Mountains Insurance Gp (WTM) | 0.4 | $1.7M | 924.00 | 1817.45 | |
| Northrop Grumman Corporation (NOC) | 0.4 | $1.7M | 3.8k | 435.95 | |
| Goldman Sachs (GS) | 0.4 | $1.7M | 3.6k | 452.32 | |
| Coca-Cola Company (KO) | 0.4 | $1.6M | 25k | 63.65 | |
| Blackstone Group Inc Com Cl A (BX) | 0.4 | $1.5M | 12k | 123.80 | |
| Merck & Co (MRK) | 0.4 | $1.5M | 12k | 123.80 | |
| Johnson & Johnson (JNJ) | 0.4 | $1.5M | 10k | 146.16 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.4 | $1.4M | 45k | 31.55 | |
| Corning Incorporated (GLW) | 0.3 | $1.3M | 35k | 38.85 | |
| Procter & Gamble Company (PG) | 0.3 | $1.3M | 7.9k | 164.92 | |
| International Business Machines (IBM) | 0.3 | $1.3M | 7.5k | 172.95 | |
| Allstate Corporation (ALL) | 0.3 | $1.3M | 7.9k | 159.66 | |
| Adobe Systems Incorporated (ADBE) | 0.3 | $1.2M | 2.1k | 555.54 | |
| Yum! Brands (YUM) | 0.3 | $1.2M | 8.7k | 132.46 | |
| Vanguard Index Fds Value Etf (VTV) | 0.3 | $1.0M | 6.3k | 160.41 | |
| Amgen (AMGN) | 0.3 | $998k | 3.2k | 312.45 | |
| 3M Company (MMM) | 0.2 | $959k | 9.4k | 102.19 | |
| Honeywell International (HON) | 0.2 | $939k | 4.4k | 213.54 | |
| Verizon Communications (VZ) | 0.2 | $923k | 22k | 41.24 | |
| Apollo Global Mgmt (APO) | 0.2 | $918k | 7.8k | 118.07 | |
| Cisco Systems (CSCO) | 0.2 | $898k | 19k | 47.51 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $876k | 7.6k | 115.12 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $769k | 1.7k | 441.16 | |
| Pfizer (PFE) | 0.2 | $766k | 27k | 27.98 | |
| Texas Instruments Incorporated (TXN) | 0.2 | $751k | 3.9k | 194.53 | |
| Oracle Corporation (ORCL) | 0.2 | $743k | 5.3k | 141.20 | |
| Kinder Morgan (KMI) | 0.2 | $738k | 37k | 19.87 | |
| Automatic Data Processing (ADP) | 0.2 | $709k | 3.0k | 238.69 | |
| Textron (TXT) | 0.2 | $704k | 8.2k | 85.86 | |
| CSX Corporation (CSX) | 0.2 | $700k | 21k | 33.45 | |
| MetLife (MET) | 0.2 | $698k | 10k | 70.19 | |
| RadNet (RDNT) | 0.2 | $695k | 12k | 58.92 | |
| Markel Corporation (MKL) | 0.2 | $692k | 439.00 | 1575.66 | |
| Home Depot (HD) | 0.2 | $689k | 2.0k | 344.24 | |
| Lowe's Companies (LOW) | 0.2 | $671k | 3.0k | 220.46 | |
| Abbott Laboratories (ABT) | 0.2 | $640k | 6.2k | 103.91 | |
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.2 | $622k | 54k | 11.46 | |
| Chevron Corporation (CVX) | 0.2 | $620k | 4.0k | 156.42 | |
| Moody's Corporation (MCO) | 0.2 | $616k | 1.5k | 420.93 | |
| ConocoPhillips (COP) | 0.2 | $605k | 5.3k | 114.38 | |
| Emerson Electric (EMR) | 0.1 | $587k | 5.3k | 110.16 | |
| Valero Energy Corporation (VLO) | 0.1 | $581k | 3.7k | 156.76 | |
| Advanced Drain Sys Inc Del (WMS) | 0.1 | $577k | 3.6k | 160.39 | |
| Citigroup Com New (C) | 0.1 | $573k | 9.0k | 63.46 | |
| Travelers Companies (TRV) | 0.1 | $565k | 2.8k | 203.34 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $520k | 32k | 16.22 | |
| Illinois Tool Works (ITW) | 0.1 | $503k | 2.1k | 236.96 | |
| Fluor Corporation (FLR) | 0.1 | $480k | 11k | 43.55 | |
| Dow (DOW) | 0.1 | $478k | 9.0k | 53.05 | |
| Hartford Financial Services (HIG) | 0.1 | $471k | 4.7k | 100.54 | |
| At&t (T) | 0.1 | $470k | 25k | 19.11 | |
| Abbvie (ABBV) | 0.1 | $470k | 2.7k | 171.52 | |
| Credit Acceptance (CACC) | 0.1 | $459k | 891.00 | 514.68 | |
| Deere & Company (DE) | 0.1 | $457k | 1.2k | 373.63 | |
| Crispr Therapeutics Namen Akt Call Option (CRSP) | 0.1 | $446k | 8.3k | 54.01 | |
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $446k | 11k | 41.11 | |
| Roper Industries (ROP) | 0.1 | $436k | 773.00 | 563.66 | |
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $429k | 4.7k | 91.15 | |
| Bank of America Corporation (BAC) | 0.1 | $417k | 11k | 39.77 | |
| Meta Platforms Cl A (META) | 0.1 | $400k | 794.00 | 504.22 | |
| Devon Energy Corporation (DVN) | 0.1 | $398k | 8.4k | 47.40 | |
| Waters Corporation (WAT) | 0.1 | $396k | 1.4k | 290.12 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $395k | 5.5k | 72.05 | |
| Huntington Ingalls Inds (HII) | 0.1 | $390k | 1.6k | 246.33 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $370k | 1.7k | 215.01 | |
| Shell Spon Ads (SHEL) | 0.1 | $347k | 4.8k | 72.18 | |
| Cigna Corp (CI) | 0.1 | $345k | 1.0k | 330.57 | |
| Crane Company Common Stock (CR) | 0.1 | $341k | 2.4k | 144.98 | |
| Smucker J M Com New (SJM) | 0.1 | $334k | 3.1k | 109.04 | |
| Enstar Group SHS (ESGR) | 0.1 | $318k | 1.0k | 305.70 | |
| Flex Lng SHS (FLNG) | 0.1 | $311k | 12k | 27.04 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $306k | 1.0k | 303.41 | |
| Qualcomm (QCOM) | 0.1 | $295k | 1.5k | 199.18 | |
| Proshares Tr Pshs Ultra Tech (ROM) | 0.1 | $292k | 4.2k | 69.83 | |
| Wells Fargo & Company (WFC) | 0.1 | $291k | 4.9k | 59.39 | |
| C3 Ai Cl A (AI) | 0.1 | $289k | 10k | 28.96 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $282k | 2.0k | 138.20 | |
| Spdr Ser Tr S&p 500 Esg Etf (EFIV) | 0.1 | $281k | 5.3k | 53.10 | |
| Parker-Hannifin Corporation (PH) | 0.1 | $280k | 553.00 | 505.81 | |
| Union Pacific Corporation (UNP) | 0.1 | $275k | 1.2k | 226.26 | |
| Regeneron Pharmaceuticals (REGN) | 0.1 | $274k | 261.00 | 1051.03 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $274k | 752.00 | 364.51 | |
| EQT Corporation (EQT) | 0.1 | $274k | 7.4k | 36.98 | |
| Lincoln National Corporation (LNC) | 0.1 | $273k | 8.8k | 31.10 | |
| Matador Resources (MTDR) | 0.1 | $266k | 4.5k | 59.60 | |
| United Rentals (URI) | 0.1 | $261k | 403.00 | 646.73 | |
| Ge Aerospace Com New (GE) | 0.1 | $258k | 1.6k | 158.97 | |
| Newmont Mining Corporation (NEM) | 0.1 | $251k | 6.0k | 41.87 | |
| Pepsi (PEP) | 0.1 | $248k | 1.5k | 164.93 | |
| Palantir Technologies Cl A (PLTR) | 0.1 | $243k | 9.6k | 25.33 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $241k | 645.00 | 374.01 | |
| Paypal Holdings (PYPL) | 0.1 | $234k | 4.0k | 58.03 | |
| Flex Ord (FLEX) | 0.1 | $233k | 7.9k | 29.49 | |
| BlackRock Corporate High Yield Fund VI (HYT) | 0.1 | $233k | 24k | 9.69 | |
| Wal-Mart Stores (WMT) | 0.1 | $233k | 3.4k | 67.71 | |
| Loews Corporation (L) | 0.1 | $232k | 3.1k | 74.74 | |
| Wheaton Precious Metals Corp (WPM) | 0.1 | $226k | 4.3k | 52.42 | |
| Linde SHS (LIN) | 0.1 | $223k | 509.00 | 438.81 | |
| Netflix (NFLX) | 0.1 | $222k | 329.00 | 674.88 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $220k | 3.0k | 73.69 | |
| Texas Pacific Land Corp (TPL) | 0.1 | $220k | 299.00 | 734.27 | |
| Macy's (M) | 0.1 | $217k | 11k | 19.20 | |
| Dover Corporation (DOV) | 0.1 | $213k | 1.2k | 180.45 | |
| Ishares Silver Tr Ishares (SLV) | 0.1 | $213k | 8.0k | 26.57 | |
| SYSCO Corporation (SYY) | 0.1 | $205k | 2.9k | 71.39 | |
| Labcorp Holdings Com Shs (LH) | 0.1 | $203k | 995.00 | 203.51 | |
| Proshares Tr Ultrapro Sht Qqq | 0.1 | $198k | 24k | 8.28 | |
| Barrick Gold Corp (GOLD) | 0.0 | $167k | 10k | 16.68 | |
| Hertz Global Hldgs Com New (HTZ) | 0.0 | $141k | 40k | 3.53 | |
| Walgreen Boots Alliance | 0.0 | $134k | 11k | 12.10 | |
| Transocean Registered Shs (RIG) | 0.0 | $123k | 23k | 5.35 | |
| Xerox Holdings Corp Com New (XRX) | 0.0 | $117k | 10k | 11.62 | |
| Viatris (VTRS) | 0.0 | $111k | 10k | 10.63 | |
| Quantumscape Corp Com Cl A (QS) | 0.0 | $109k | 22k | 4.92 | |
| Duluth Hldgs Com Cl B (DLTH) | 0.0 | $107k | 29k | 3.69 | |
| New Gold Inc Cda (NGD) | 0.0 | $75k | 39k | 1.95 | |
| Recursion Pharmaceuticals In Cl A (RXRX) | 0.0 | $75k | 10k | 7.50 | |
| Altimmune Com New (ALT) | 0.0 | $67k | 10k | 6.65 | |
| Bny Mellon High Yield Strate Sh Ben Int (DHF) | 0.0 | $61k | 25k | 2.41 | |
| Plug Power Com New (PLUG) | 0.0 | $55k | 24k | 2.33 | |
| Editas Medicine (EDIT) | 0.0 | $50k | 11k | 4.67 | |
| Blink Charging (BLNK) | 0.0 | $38k | 14k | 2.74 | |
| Lithium Amers Corp Com Shs (LAC) | 0.0 | $38k | 14k | 2.68 | |
| Chargepoint Holdings Com Cl A | 0.0 | $35k | 23k | 1.51 | |
| The Lion Electric Company Common Stock (LEVGQ) | 0.0 | $32k | 35k | 0.91 | |
| Mfs Inter Income Tr Sh Ben Int (MIN) | 0.0 | $27k | 10k | 2.66 | |
| Oncolytics Biotech Com New (ONCY) | 0.0 | $25k | 25k | 0.99 | |
| Origin Materials (ORGN) | 0.0 | $24k | 27k | 0.90 | |
| Microvast Holdings (MVST) | 0.0 | $23k | 51k | 0.46 | |
| Luminar Technologies Com Cl A | 0.0 | $22k | 15k | 1.49 | |
| Algoma Stl Group *w Exp 10/19/202 (ASTLW) | 0.0 | $9.0k | 10k | 0.90 | |
| Kopin Corporation (KOPN) | 0.0 | $8.4k | 10k | 0.84 | |
| Ginkgo Bioworks Holdings Cl A Shs | 0.0 | $8.4k | 25k | 0.33 | |
| American Lithium Corp Com New (AMLIF) | 0.0 | $8.3k | 15k | 0.56 | |
| Achilles Therapeutics Sponsored Ads (ACHL) | 0.0 | $8.2k | 10k | 0.81 |