Fielder Capital Group as of Dec. 31, 2023
Portfolio Holdings for Fielder Capital Group
Fielder Capital Group holds 146 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Ishares Gold Tr Ishares New (IAU) | 8.7 | $15M | 371k | 39.03 | |
Global X Fds Global X Copper (COPX) | 6.7 | $11M | 295k | 37.50 | |
Select Sector Spdr Tr Energy (XLE) | 4.8 | $7.9M | 94k | 83.84 | |
Global X Fds Glb X Mlp Enrg I (MLPX) | 4.1 | $6.8M | 153k | 44.62 | |
Texas Pacific Land Corp (TPL) | 4.1 | $6.8M | 4.3k | 1572.41 | |
Ishares Msci Glb Slv&mtl (SLVP) | 3.8 | $6.4M | 624k | 10.18 | |
Vaneck Etf Trust Gold Miners Etf (GDX) | 3.3 | $5.4M | 175k | 31.01 | |
Vaneck Etf Trust Junior Gold Mine (GDXJ) | 3.1 | $5.1M | 135k | 37.91 | |
Sprott Physical Silver Tr Tr Unit (PSLV) | 3.0 | $5.0M | 614k | 8.08 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.9 | $4.7M | 13k | 356.66 | |
Sprott Fds Tr Uranium Miners E (URNM) | 2.8 | $4.6M | 95k | 48.27 | |
Apple (AAPL) | 2.1 | $3.5M | 18k | 192.53 | |
American Centy Etf Tr Us Eqt Etf (AVUS) | 2.1 | $3.4M | 42k | 81.55 | |
Chevron Corporation (CVX) | 1.6 | $2.6M | 17k | 149.16 | |
Denison Mines Corp (DNN) | 1.5 | $2.5M | 1.4M | 1.77 | |
Nexgen Energy (NXE) | 1.5 | $2.5M | 352k | 7.00 | |
NVIDIA Corporation (NVDA) | 1.5 | $2.4M | 4.9k | 495.21 | |
Ishares Gold Tr Shares Represent (IAUM) | 1.4 | $2.4M | 115k | 20.60 | |
Microsoft Corporation (MSFT) | 1.3 | $2.2M | 5.8k | 376.06 | |
Exxon Mobil Corporation (XOM) | 1.3 | $2.2M | 22k | 99.98 | |
Ishares Silver Tr Ishares (SLV) | 1.3 | $2.2M | 99k | 21.78 | |
UnitedHealth (UNH) | 1.1 | $1.8M | 3.4k | 526.53 | |
Energy Fuels Com New (UUUU) | 1.1 | $1.8M | 246k | 7.19 | |
JPMorgan Chase & Co. (JPM) | 1.0 | $1.6M | 9.4k | 170.09 | |
Palantir Technologies Cl A (PLTR) | 0.9 | $1.5M | 87k | 17.17 | |
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.9 | $1.4M | 62k | 22.77 | |
Diamondback Energy (FANG) | 0.8 | $1.4M | 8.8k | 155.09 | |
Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.7 | $1.2M | 41k | 29.23 | |
Mastercard Incorporated Cl A (MA) | 0.7 | $1.1M | 2.6k | 426.54 | |
American Express Company (AXP) | 0.6 | $1.1M | 5.7k | 187.35 | |
Alps Etf Tr Alerian Energy (ENFR) | 0.6 | $1.1M | 46k | 23.09 | |
Wheaton Precious Metals Corp (WPM) | 0.6 | $1.0M | 21k | 49.34 | |
Advanced Micro Devices (AMD) | 0.6 | $932k | 6.3k | 147.40 | |
Loews Corporation (L) | 0.6 | $925k | 13k | 69.59 | |
Franco-Nevada Corporation (FNV) | 0.5 | $906k | 8.2k | 110.81 | |
W.W. Grainger (GWW) | 0.5 | $904k | 1.1k | 828.39 | |
EOG Resources (EOG) | 0.5 | $865k | 7.1k | 120.95 | |
Permian Basin Rty Tr Unit Ben Int (PBT) | 0.5 | $861k | 62k | 13.96 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $854k | 6.1k | 139.69 | |
Intuitive Surgical Com New (ISRG) | 0.5 | $841k | 2.5k | 337.36 | |
Costco Wholesale Corporation (COST) | 0.5 | $839k | 1.3k | 659.89 | |
Visa Com Cl A (V) | 0.5 | $839k | 3.2k | 260.32 | |
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) | 0.5 | $826k | 42k | 19.74 | |
Sabine Rty Tr Unit Ben Int (SBR) | 0.5 | $796k | 12k | 67.86 | |
Alphabet Cap Stk Cl C (GOOG) | 0.5 | $795k | 5.6k | 140.93 | |
Ameriprise Financial (AMP) | 0.5 | $776k | 2.0k | 379.77 | |
Union Pacific Corporation (UNP) | 0.4 | $719k | 2.9k | 245.64 | |
Amazon (AMZN) | 0.4 | $717k | 4.7k | 151.94 | |
Ishares Tr Msci Kld400 Soc (DSI) | 0.4 | $702k | 7.7k | 91.05 | |
Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.4 | $698k | 5.1k | 136.91 | |
Meta Platforms Cl A (META) | 0.4 | $678k | 1.9k | 353.96 | |
Sprott Physical Gold Tr Unit (PHYS) | 0.4 | $672k | 42k | 15.93 | |
Coca-Cola Company (KO) | 0.4 | $670k | 11k | 58.93 | |
Anthem (ELV) | 0.4 | $661k | 1.4k | 471.62 | |
Ishares Tr Msci Usa Esg Slc (SUSA) | 0.4 | $658k | 6.5k | 100.51 | |
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL) | 0.4 | $636k | 14k | 44.10 | |
Pioneer Natural Resources | 0.4 | $622k | 2.8k | 224.88 | |
Schlumberger Com Stk (SLB) | 0.4 | $620k | 12k | 52.04 | |
Applied Materials (AMAT) | 0.4 | $611k | 3.8k | 162.09 | |
Archer Daniels Midland Company (ADM) | 0.4 | $596k | 8.3k | 72.22 | |
ConocoPhillips (COP) | 0.4 | $591k | 5.1k | 116.07 | |
Tractor Supply Company (TSCO) | 0.3 | $569k | 2.6k | 214.99 | |
Automatic Data Processing (ADP) | 0.3 | $557k | 2.4k | 232.94 | |
Caci Intl Cl A (CACI) | 0.3 | $517k | 1.6k | 323.86 | |
Starbucks Corporation (SBUX) | 0.3 | $494k | 5.1k | 96.01 | |
Honeywell International (HON) | 0.3 | $492k | 2.3k | 209.74 | |
Lamb Weston Hldgs (LW) | 0.3 | $490k | 4.5k | 108.09 | |
Cheniere Energy Com New (LNG) | 0.3 | $484k | 2.8k | 170.70 | |
Oracle Corporation (ORCL) | 0.3 | $478k | 4.5k | 105.43 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.3 | $476k | 3.5k | 136.38 | |
United Rentals (URI) | 0.3 | $454k | 792.00 | 573.42 | |
Netflix (NFLX) | 0.3 | $431k | 885.00 | 486.88 | |
Ishares Tr Core S&p Us Gwt (IUSG) | 0.2 | $407k | 3.9k | 104.10 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $404k | 1.7k | 237.23 | |
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $403k | 8.4k | 47.90 | |
Home Depot (HD) | 0.2 | $392k | 1.1k | 346.46 | |
Quanta Services (PWR) | 0.2 | $377k | 1.7k | 215.84 | |
Apollo Global Mgmt (APO) | 0.2 | $373k | 4.0k | 93.19 | |
Fortinet (FTNT) | 0.2 | $373k | 6.4k | 58.53 | |
Intercontinental Exchange (ICE) | 0.2 | $372k | 2.9k | 128.43 | |
Steel Dynamics (STLD) | 0.2 | $360k | 3.1k | 118.10 | |
Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.2 | $347k | 4.2k | 83.31 | |
Freeport-mcmoran CL B (FCX) | 0.2 | $344k | 8.1k | 42.57 | |
Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $342k | 4.1k | 84.33 | |
Super Micro Computer (SMCI) | 0.2 | $340k | 1.2k | 284.26 | |
Abbvie (ABBV) | 0.2 | $336k | 2.2k | 154.99 | |
Northrop Grumman Corporation (NOC) | 0.2 | $333k | 712.00 | 467.84 | |
Lockheed Martin Corporation (LMT) | 0.2 | $321k | 709.00 | 453.16 | |
Fastenal Company (FAST) | 0.2 | $314k | 4.8k | 64.77 | |
Paychex (PAYX) | 0.2 | $310k | 2.6k | 119.09 | |
Dow (DOW) | 0.2 | $306k | 5.6k | 54.84 | |
Devon Energy Corporation (DVN) | 0.2 | $305k | 6.7k | 45.30 | |
Wisdomtree Tr Floatng Rat Trea (USFR) | 0.2 | $299k | 6.0k | 50.24 | |
Motorola Solutions Com New (MSI) | 0.2 | $293k | 935.00 | 313.23 | |
Axon Enterprise (AXON) | 0.2 | $293k | 1.1k | 258.33 | |
Cabot Oil & Gas Corporation (CTRA) | 0.2 | $287k | 11k | 25.52 | |
Vaneck Etf Trust Oil Services Etf (OIH) | 0.2 | $286k | 923.00 | 309.52 | |
Monolithic Power Systems (MPWR) | 0.2 | $285k | 452.00 | 630.78 | |
salesforce (CRM) | 0.2 | $281k | 1.1k | 263.14 | |
Arista Networks (ANET) | 0.2 | $279k | 1.2k | 235.51 | |
Marathon Petroleum Corp (MPC) | 0.2 | $276k | 1.9k | 148.37 | |
Broadcom (AVGO) | 0.2 | $272k | 244.00 | 1114.23 | |
Fiserv (FI) | 0.2 | $271k | 2.0k | 132.84 | |
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.2 | $271k | 1.5k | 178.81 | |
Tesla Motors (TSLA) | 0.2 | $269k | 1.1k | 248.48 | |
Otis Worldwide Corp (OTIS) | 0.2 | $265k | 3.0k | 89.47 | |
Bank Of Montreal Cadcom (BMO) | 0.2 | $262k | 2.6k | 98.96 | |
Marathon Oil Corporation (MRO) | 0.2 | $261k | 11k | 24.16 | |
Gartner (IT) | 0.2 | $258k | 572.00 | 451.11 | |
Select Sector Spdr Tr Technology (XLK) | 0.2 | $256k | 1.3k | 192.48 | |
Thermo Fisher Scientific (TMO) | 0.2 | $255k | 481.00 | 530.82 | |
Etf Managers Tr Prime Junir Slvr | 0.2 | $255k | 26k | 10.00 | |
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.2 | $251k | 2.7k | 91.39 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $243k | 692.00 | 351.03 | |
McKesson Corporation (MCK) | 0.1 | $237k | 511.00 | 463.27 | |
At&t (T) | 0.1 | $236k | 14k | 16.78 | |
Nasdaq Omx (NDAQ) | 0.1 | $235k | 4.0k | 58.14 | |
Select Sector Spdr Tr Indl (XLI) | 0.1 | $235k | 2.1k | 113.99 | |
Regeneron Pharmaceuticals (REGN) | 0.1 | $232k | 264.00 | 878.29 | |
Carnival Corp Unit 99/99/9999 (CCL) | 0.1 | $231k | 13k | 18.54 | |
Zoetis Cl A (ZTS) | 0.1 | $229k | 1.2k | 197.29 | |
Eli Lilly & Co. (LLY) | 0.1 | $227k | 390.00 | 582.27 | |
Medtronic SHS (MDT) | 0.1 | $225k | 2.7k | 82.39 | |
Kla Corp Com New (KLAC) | 0.1 | $223k | 383.00 | 581.81 | |
Cme (CME) | 0.1 | $222k | 1.1k | 210.59 | |
Spdr Gold Tr Gold Shs (GLD) | 0.1 | $222k | 1.2k | 191.17 | |
TransDigm Group Incorporated (TDG) | 0.1 | $222k | 219.00 | 1011.60 | |
Nextera Energy (NEE) | 0.1 | $219k | 3.6k | 60.75 | |
Charles Schwab Corporation (SCHW) | 0.1 | $215k | 3.1k | 68.79 | |
Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $212k | 368.00 | 576.24 | |
Epam Systems (EPAM) | 0.1 | $211k | 708.00 | 297.34 | |
Morgan Stanley Com New (MS) | 0.1 | $210k | 2.2k | 93.23 | |
Adobe Systems Incorporated (ADBE) | 0.1 | $208k | 349.00 | 596.60 | |
Synopsys (SNPS) | 0.1 | $208k | 403.00 | 514.91 | |
First Tr Exchange-traded Nat Gas Etf (FCG) | 0.1 | $207k | 8.5k | 24.29 | |
Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $205k | 3.5k | 58.33 | |
Bank of America Corporation (BAC) | 0.1 | $203k | 6.0k | 33.67 | |
Danaher Corporation (DHR) | 0.1 | $203k | 878.00 | 231.35 | |
TJX Companies (TJX) | 0.1 | $201k | 2.1k | 93.83 | |
Royal Caribbean Cruises (RCL) | 0.1 | $200k | 1.5k | 129.46 | |
Alpha Teknova (TKNO) | 0.1 | $156k | 42k | 3.73 | |
Oncology Institu (TOI) | 0.1 | $143k | 70k | 2.04 | |
Perimeter Solutions Sa Common Stock (PRM) | 0.1 | $92k | 20k | 4.60 | |
Under Armour CL C (UA) | 0.1 | $89k | 11k | 8.35 | |
Neuronetics (STIM) | 0.0 | $66k | 23k | 2.90 | |
ZIOPHARM Oncology | 0.0 | $1.1k | 15k | 0.07 |