Fielder Capital Group as of June 30, 2024
Portfolio Holdings for Fielder Capital Group
Fielder Capital Group holds 196 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 |
---|---|---|---|---|---|
Global X Fds Global X Copper (COPX) | 6.2 | $16M | 356k | 45.11 | |
Ishares Gold Tr Ishares New (IAU) | 5.6 | $15M | 330k | 43.93 | |
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 4.8 | $13M | 381k | 32.69 | |
Select Sector Spdr Tr Energy (XLE) | 4.1 | $11M | 118k | 91.15 | |
Ishares Msci Glb Slv&mtl (SLVP) | 4.1 | $11M | 918k | 11.49 | |
Texas Pacific Land Corp (TPL) | 3.6 | $9.5M | 13k | 734.25 | |
Global X Fds Glb X Mlp Enrg I (MLPX) | 3.4 | $8.7M | 171k | 51.05 | |
Chicago Atlantic Real Estate Fin (REFI) | 3.2 | $8.4M | 548k | 15.36 | |
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 2.6 | $6.9M | 129k | 53.24 | |
Sprott Fds Tr Uranium Miners E (URNM) | 2.4 | $6.2M | 125k | 49.24 | |
Sprott Physical Silver Tr Tr Unit (PSLV) | 2.3 | $6.1M | 613k | 9.93 | |
Vaneck Etf Trust Junior Gold Mine (GDXJ) | 2.3 | $6.1M | 144k | 42.12 | |
Vaneck Etf Trust Gold Miners Etf (GDX) | 2.3 | $5.9M | 175k | 33.93 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.2 | $5.8M | 14k | 406.80 | |
NVIDIA Corporation (NVDA) | 2.2 | $5.7M | 47k | 123.54 | |
Ishares Gold Tr Shares Represent (IAUM) | 2.1 | $5.5M | 236k | 23.20 | |
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 1.5 | $3.9M | 139k | 27.84 | |
Digital Realty Trust (DLR) | 1.5 | $3.8M | 25k | 152.05 | |
Mid-America Apartment (MAA) | 1.4 | $3.7M | 26k | 142.61 | |
American Centy Etf Tr Us Eqt Etf (AVUS) | 1.4 | $3.7M | 41k | 90.19 | |
Camden Ppty Tr Sh Ben Int (CPT) | 1.4 | $3.7M | 34k | 109.11 | |
Apple (AAPL) | 1.4 | $3.5M | 17k | 210.63 | |
Mueller Industries (MLI) | 1.3 | $3.4M | 59k | 56.94 | |
Exxon Mobil Corporation (XOM) | 1.3 | $3.3M | 29k | 115.12 | |
Chevron Corporation (CVX) | 1.0 | $2.7M | 17k | 156.42 | |
Denison Mines Corp (DNN) | 1.0 | $2.6M | 1.3M | 1.99 | |
Microsoft Corporation (MSFT) | 1.0 | $2.5M | 5.7k | 446.98 | |
Ishares Silver Tr Ishares (SLV) | 0.9 | $2.5M | 93k | 26.57 | |
UnitedHealth (UNH) | 0.9 | $2.3M | 4.6k | 509.27 | |
Nexgen Energy (NXE) | 0.9 | $2.3M | 323k | 6.98 | |
Diamondback Energy (FANG) | 0.7 | $1.8M | 8.8k | 200.20 | |
JPMorgan Chase & Co. (JPM) | 0.6 | $1.5M | 7.6k | 202.25 | |
Vanguard Index Fds Value Etf (VTV) | 0.6 | $1.5M | 9.2k | 160.41 | |
Energy Fuels Com New (UUUU) | 0.6 | $1.5M | 240k | 6.06 | |
Palantir Technologies Cl A (PLTR) | 0.5 | $1.4M | 54k | 25.33 | |
Costco Wholesale Corporation (COST) | 0.5 | $1.4M | 1.6k | 849.80 | |
American Express Company (AXP) | 0.5 | $1.4M | 5.8k | 231.55 | |
Wheaton Precious Metals Corp (WPM) | 0.5 | $1.3M | 25k | 52.42 | |
Mastercard Incorporated Cl A (MA) | 0.5 | $1.2M | 2.7k | 441.19 | |
Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.2M | 6.3k | 183.42 | |
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.4 | $1.2M | 9.7k | 118.78 | |
Vanguard Index Fds Growth Etf (VUG) | 0.4 | $1.1M | 3.1k | 374.02 | |
Alps Etf Tr Alerian Energy (ENFR) | 0.4 | $1.1M | 43k | 26.57 | |
Intuitive Surgical Com New (ISRG) | 0.4 | $1.1M | 2.5k | 444.85 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.1M | 6.0k | 182.15 | |
Meta Platforms Cl A (META) | 0.4 | $1.0M | 2.0k | 504.22 | |
Advanced Micro Devices (AMD) | 0.4 | $1.0M | 6.4k | 162.20 | |
Loews Corporation (L) | 0.4 | $997k | 13k | 74.74 | |
W.W. Grainger (GWW) | 0.4 | $980k | 1.1k | 901.91 | |
Amazon (AMZN) | 0.4 | $943k | 4.9k | 193.25 | |
Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.4 | $923k | 42k | 22.22 | |
Franco-Nevada Corporation (FNV) | 0.3 | $898k | 7.6k | 118.52 | |
Applied Materials (AMAT) | 0.3 | $897k | 3.8k | 236.02 | |
Ameriprise Financial (AMP) | 0.3 | $875k | 2.0k | 427.12 | |
Visa Com Cl A (V) | 0.3 | $873k | 3.3k | 262.44 | |
EOG Resources (EOG) | 0.3 | $868k | 6.9k | 125.87 | |
Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.3 | $822k | 26k | 32.24 | |
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $787k | 21k | 38.42 | |
Sprott Physical Gold Tr Unit (PHYS) | 0.3 | $762k | 42k | 18.06 | |
Anthem (ELV) | 0.3 | $761k | 1.4k | 541.93 | |
Coca-Cola Company (KO) | 0.3 | $754k | 12k | 63.65 | |
Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.3 | $742k | 5.1k | 145.47 | |
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $737k | 15k | 49.42 | |
Sabine Rty Tr Unit Ben Int (SBR) | 0.3 | $736k | 11k | 64.69 | |
Tractor Supply Company (TSCO) | 0.3 | $722k | 2.7k | 269.96 | |
Caci Intl Cl A (CACI) | 0.3 | $686k | 1.6k | 430.13 | |
Union Pacific Corporation (UNP) | 0.3 | $652k | 2.9k | 226.24 | |
Amplify Etf Tr Amplify Junior S (SILJ) | 0.2 | $647k | 57k | 11.32 | |
Netflix (NFLX) | 0.2 | $643k | 953.00 | 674.88 | |
Oracle Corporation (ORCL) | 0.2 | $633k | 4.5k | 141.20 | |
Permian Basin Rty Tr Unit Ben Int (PBT) | 0.2 | $622k | 55k | 11.26 | |
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL) | 0.2 | $589k | 13k | 44.65 | |
ConocoPhillips (COP) | 0.2 | $573k | 5.0k | 114.37 | |
Automatic Data Processing (ADP) | 0.2 | $571k | 2.4k | 238.66 | |
Schlumberger Com Stk (SLB) | 0.2 | $550k | 12k | 47.18 | |
Ishares Tr Msci Kld400 Soc (DSI) | 0.2 | $516k | 5.0k | 103.85 | |
United Rentals (URI) | 0.2 | $515k | 797.00 | 646.73 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $509k | 3.5k | 145.75 | |
Archer Daniels Midland Company (ADM) | 0.2 | $499k | 8.3k | 60.45 | |
Cheniere Energy Com New (LNG) | 0.2 | $496k | 2.8k | 174.82 | |
Honeywell International (HON) | 0.2 | $495k | 2.3k | 213.54 | |
Imperial Oil Com New (IMO) | 0.2 | $490k | 7.2k | 68.25 | |
Ishares Tr Core S&p Us Gwt (IUSG) | 0.2 | $478k | 3.7k | 127.48 | |
Super Micro Computer (SMCI) | 0.2 | $475k | 580.00 | 819.35 | |
Quanta Services (PWR) | 0.2 | $449k | 1.8k | 254.14 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $449k | 2.6k | 173.81 | |
Freeport-mcmoran CL B (FCX) | 0.2 | $434k | 8.9k | 48.60 | |
Arista Networks (ANET) | 0.2 | $427k | 1.2k | 350.48 | |
Willis Towers Watson SHS (WTW) | 0.2 | $417k | 1.6k | 262.20 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $416k | 1.6k | 267.49 | |
Procter & Gamble Company (PG) | 0.2 | $412k | 2.5k | 164.93 | |
Fortinet (FTNT) | 0.2 | $411k | 6.8k | 60.27 | |
Steel Dynamics (STLD) | 0.2 | $396k | 3.1k | 129.49 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $389k | 711.00 | 547.14 | |
Abbvie (ABBV) | 0.1 | $387k | 2.3k | 171.54 | |
Broadcom (AVGO) | 0.1 | $386k | 241.00 | 1602.59 | |
Shell Spon Ads (SHEL) | 0.1 | $386k | 5.3k | 72.18 | |
Monolithic Power Systems (MPWR) | 0.1 | $384k | 467.00 | 821.68 | |
Starbucks Corporation (SBUX) | 0.1 | $380k | 4.9k | 77.85 | |
Intercontinental Exchange (ICE) | 0.1 | $377k | 2.8k | 136.88 | |
Motorola Solutions Com New (MSI) | 0.1 | $373k | 965.00 | 386.22 | |
Lamb Weston Hldgs (LW) | 0.1 | $368k | 4.4k | 84.08 | |
Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $357k | 4.1k | 88.13 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $352k | 6.0k | 58.52 | |
Home Depot (HD) | 0.1 | $346k | 1.0k | 344.07 | |
Eli Lilly & Co. (LLY) | 0.1 | $343k | 379.00 | 904.34 | |
Lockheed Martin Corporation (LMT) | 0.1 | $342k | 733.00 | 466.90 | |
Axon Enterprise (AXON) | 0.1 | $334k | 1.1k | 294.24 | |
Marathon Petroleum Corp (MPC) | 0.1 | $330k | 1.9k | 173.49 | |
Marsh & McLennan Companies (MMC) | 0.1 | $327k | 1.6k | 210.66 | |
Kla Corp Com New (KLAC) | 0.1 | $324k | 393.00 | 825.22 | |
Apollo Global Mgmt (APO) | 0.1 | $320k | 2.7k | 118.07 | |
Fiserv (FI) | 0.1 | $318k | 2.1k | 149.04 | |
Dow (DOW) | 0.1 | $312k | 5.9k | 53.05 | |
McKesson Corporation (MCK) | 0.1 | $307k | 526.00 | 584.39 | |
salesforce (CRM) | 0.1 | $307k | 1.2k | 257.10 | |
Fastenal Company (FAST) | 0.1 | $307k | 4.9k | 62.84 | |
Unilever Spon Adr New (UL) | 0.1 | $304k | 5.5k | 54.99 | |
Select Sector Spdr Tr Technology (XLK) | 0.1 | $301k | 1.3k | 226.23 | |
Paychex (PAYX) | 0.1 | $299k | 2.5k | 118.54 | |
Vaneck Etf Trust Oil Services Etf (OIH) | 0.1 | $292k | 923.00 | 316.18 | |
Devon Energy Corporation (DVN) | 0.1 | $292k | 6.2k | 47.40 | |
Otis Worldwide Corp (OTIS) | 0.1 | $289k | 3.0k | 96.26 | |
Northrop Grumman Corporation (NOC) | 0.1 | $288k | 661.00 | 435.79 | |
Cabot Oil & Gas Corporation (CTRA) | 0.1 | $287k | 11k | 26.67 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $286k | 2.7k | 106.68 | |
TransDigm Group Incorporated (TDG) | 0.1 | $285k | 223.00 | 1277.61 | |
Bank of America Corporation (BAC) | 0.1 | $280k | 7.0k | 39.77 | |
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $278k | 5.0k | 55.50 | |
Regeneron Pharmaceuticals (REGN) | 0.1 | $278k | 264.00 | 1051.03 | |
Philip Morris International (PM) | 0.1 | $276k | 2.7k | 101.32 | |
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $276k | 1.5k | 182.40 | |
Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.1 | $276k | 3.5k | 78.31 | |
Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $272k | 1.1k | 246.69 | |
Chipotle Mexican Grill (CMG) | 0.1 | $269k | 4.3k | 62.65 | |
British Amern Tob Sponsored Adr (BTI) | 0.1 | $269k | 8.7k | 30.93 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $268k | 493.00 | 544.22 | |
Nextera Energy (NEE) | 0.1 | $266k | 3.8k | 70.82 | |
Trane Technologies SHS (TT) | 0.1 | $266k | 809.00 | 328.96 | |
Thermo Fisher Scientific (TMO) | 0.1 | $264k | 478.00 | 553.03 | |
Gartner (IT) | 0.1 | $261k | 582.00 | 449.06 | |
Airbnb Com Cl A (ABNB) | 0.1 | $258k | 1.7k | 151.63 | |
Newmont Mining Corporation (NEM) | 0.1 | $258k | 6.2k | 41.87 | |
Select Sector Spdr Tr Indl (XLI) | 0.1 | $251k | 2.1k | 121.87 | |
Merck & Co (MRK) | 0.1 | $250k | 2.0k | 123.82 | |
Ishares Core Msci Emkt (IEMG) | 0.1 | $247k | 4.6k | 53.53 | |
Nasdaq Omx (NDAQ) | 0.1 | $244k | 4.0k | 60.26 | |
Synopsys (SNPS) | 0.1 | $244k | 410.00 | 595.06 | |
Royal Caribbean Cruises (RCL) | 0.1 | $242k | 1.5k | 159.43 | |
Fomento Economico Mexicano S Spon Adr Units (FMX) | 0.1 | $242k | 2.3k | 107.65 | |
Charles Schwab Corporation (SCHW) | 0.1 | $234k | 3.2k | 73.68 | |
Vanguard World Mega Grwth Ind (MGK) | 0.1 | $230k | 731.00 | 314.21 | |
Medpace Hldgs (MEDP) | 0.1 | $229k | 557.00 | 411.85 | |
TJX Companies (TJX) | 0.1 | $228k | 2.1k | 110.13 | |
Amphenol Corp Cl A (APH) | 0.1 | $224k | 3.3k | 67.36 | |
Morgan Stanley Com New (MS) | 0.1 | $224k | 2.3k | 97.17 | |
Lam Research Corporation (LRCX) | 0.1 | $222k | 208.00 | 1065.94 | |
Bank Of Montreal Cadcom (BMO) | 0.1 | $222k | 2.6k | 83.86 | |
Danaher Corporation (DHR) | 0.1 | $221k | 884.00 | 249.86 | |
Evercore Class A (EVR) | 0.1 | $221k | 1.1k | 208.43 | |
First Solar (FSLR) | 0.1 | $220k | 975.00 | 225.46 | |
Xylem (XYL) | 0.1 | $219k | 1.6k | 135.62 | |
Constellation Energy (CEG) | 0.1 | $218k | 1.1k | 200.27 | |
Packaging Corporation of America (PKG) | 0.1 | $218k | 1.2k | 182.59 | |
Kinsale Cap Group (KNSL) | 0.1 | $217k | 564.00 | 385.28 | |
International Business Machines (IBM) | 0.1 | $217k | 1.3k | 172.90 | |
Iron Mountain (IRM) | 0.1 | $217k | 2.4k | 89.63 | |
Ishares Tr Msci Usa Esg Slc (SUSA) | 0.1 | $217k | 1.9k | 112.37 | |
Ge Aerospace Com New (GE) | 0.1 | $216k | 1.4k | 158.97 | |
Valero Energy Corporation (VLO) | 0.1 | $216k | 1.4k | 156.78 | |
Williams Companies (WMB) | 0.1 | $216k | 5.1k | 42.50 | |
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $215k | 2.3k | 91.78 | |
Carnival Corp Unit 99/99/9999 (CCL) | 0.1 | $214k | 11k | 18.72 | |
Adobe Systems Incorporated (ADBE) | 0.1 | $213k | 384.00 | 555.54 | |
AutoZone (AZO) | 0.1 | $211k | 71.00 | 2964.10 | |
American Intl Group Com New (AIG) | 0.1 | $210k | 2.8k | 74.24 | |
Hartford Financial Services (HIG) | 0.1 | $210k | 2.1k | 100.56 | |
Medtronic SHS (MDT) | 0.1 | $209k | 2.7k | 78.72 | |
Marathon Oil Corporation (MRO) | 0.1 | $206k | 7.2k | 28.67 | |
Eaton Corp SHS (ETN) | 0.1 | $205k | 655.00 | 313.65 | |
Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $205k | 690.00 | 297.54 | |
Westrock (WRK) | 0.1 | $204k | 4.1k | 50.26 | |
AmerisourceBergen (COR) | 0.1 | $204k | 904.00 | 225.24 | |
Booking Holdings (BKNG) | 0.1 | $202k | 51.00 | 3961.51 | |
Wal-Mart Stores (WMT) | 0.1 | $201k | 3.0k | 67.71 | |
Tesla Motors (TSLA) | 0.1 | $200k | 1.0k | 197.88 | |
Ambev Sa Sponsored Adr (ABEV) | 0.1 | $178k | 87k | 2.05 | |
Haleon Spon Ads (HLN) | 0.1 | $174k | 21k | 8.26 | |
Perimeter Solutions Sa Common Stock (PRM) | 0.1 | $157k | 20k | 7.83 | |
Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $155k | 57k | 2.73 | |
Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) | 0.0 | $88k | 15k | 5.84 | |
Under Armour CL C (UA) | 0.0 | $69k | 11k | 6.53 | |
Alpha Teknova (TKNO) | 0.0 | $57k | 42k | 1.37 | |
Asp Isotopes (ASPI) | 0.0 | $55k | 18k | 3.06 | |
Neuronetics (STIM) | 0.0 | $41k | 23k | 1.80 | |
Oncology Institu (TOI) | 0.0 | $32k | 70k | 0.46 |