Floyd Financial Group as of Dec. 31, 2024
Portfolio Holdings for Floyd Financial Group
Floyd Financial Group holds 60 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 10.1 | $12M | 536k | 23.02 | |
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 6.6 | $8.0M | 176k | 45.63 | |
| NVIDIA Corporation (NVDA) | 6.1 | $7.4M | 55k | 135.91 | |
| Microsoft Corporation (MSFT) | 5.2 | $6.3M | 15k | 418.94 | |
| Vaneck Etf Trust Oil Services Etf (OIH) | 4.9 | $5.9M | 21k | 278.95 | |
| Select Sector Spdr Tr Financial (XLF) | 4.0 | $4.9M | 104k | 47.32 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 3.8 | $4.6M | 181k | 25.46 | |
| Amazon (AMZN) | 3.7 | $4.5M | 21k | 218.94 | |
| Apple (AAPL) | 3.6 | $4.4M | 18k | 236.84 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.4 | $4.2M | 22k | 192.04 | |
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 3.1 | $3.8M | 76k | 50.42 | |
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 2.6 | $3.2M | 50k | 63.53 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 2.5 | $3.0M | 43k | 71.24 | |
| Meta Platforms Cl A (META) | 2.3 | $2.8M | 4.5k | 615.80 | |
| Select Sector Spdr Tr Indl (XLI) | 2.2 | $2.7M | 21k | 131.33 | |
| Reddit Cl A (RDDT) | 2.2 | $2.7M | 16k | 167.08 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.8 | $2.1M | 10k | 208.37 | |
| Bwx Technologies (BWXT) | 1.6 | $2.0M | 17k | 114.69 | |
| Broadcom (AVGO) | 1.6 | $2.0M | 8.8k | 224.31 | |
| Tesla Motors (TSLA) | 1.6 | $2.0M | 4.9k | 394.74 | |
| Vaneck Etf Trust Uranium And Nucl (NLR) | 1.6 | $1.9M | 23k | 84.49 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.5 | $1.8M | 4.1k | 442.66 | |
| Select Sector Spdr Tr Sbi Materials (XLB) | 1.4 | $1.7M | 21k | 83.30 | |
| Wal-Mart Stores (WMT) | 1.3 | $1.6M | 17k | 93.00 | |
| Intel Corporation (INTC) | 1.2 | $1.5M | 77k | 19.15 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 1.2 | $1.4M | 19k | 75.58 | |
| JPMorgan Chase & Co. (JPM) | 1.0 | $1.3M | 5.3k | 239.87 | |
| Palantir Technologies Cl A (PLTR) | 1.0 | $1.2M | 18k | 67.26 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $1.2M | 2.1k | 580.49 | |
| Eli Lilly & Co. (LLY) | 0.9 | $1.1M | 1.4k | 799.90 | |
| Vertiv Holdings Com Cl A (VRT) | 0.9 | $1.1M | 8.6k | 128.93 | |
| O'reilly Automotive (ORLY) | 0.8 | $1.0M | 853.00 | 1197.60 | |
| Visa Com Cl A (V) | 0.8 | $941k | 3.1k | 307.71 | |
| Exxon Mobil Corporation (XOM) | 0.8 | $923k | 8.7k | 106.54 | |
| Cameco Corporation (CCJ) | 0.8 | $922k | 19k | 49.24 | |
| UnitedHealth (UNH) | 0.7 | $859k | 1.7k | 520.69 | |
| Procter & Gamble Company (PG) | 0.7 | $793k | 5.0k | 158.57 | |
| Abbvie (ABBV) | 0.6 | $775k | 4.4k | 175.18 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.6 | $751k | 13k | 57.06 | |
| Mastercard Incorporated Cl A (MA) | 0.6 | $701k | 1.4k | 504.67 | |
| Johnson & Johnson (JNJ) | 0.6 | $683k | 4.8k | 142.06 | |
| Synopsys (SNPS) | 0.5 | $647k | 1.3k | 492.54 | |
| Home Depot (HD) | 0.5 | $646k | 1.7k | 389.93 | |
| McDonald's Corporation (MCD) | 0.5 | $642k | 2.3k | 282.34 | |
| Netflix (NFLX) | 0.5 | $602k | 719.00 | 837.69 | |
| salesforce (CRM) | 0.5 | $599k | 1.9k | 317.85 | |
| Costco Wholesale Corporation (COST) | 0.5 | $589k | 629.00 | 936.94 | |
| Bank of America Corporation (BAC) | 0.5 | $589k | 13k | 45.11 | |
| Chevron Corporation (CVX) | 0.4 | $475k | 3.1k | 153.13 | |
| Oracle Corporation (ORCL) | 0.4 | $455k | 2.9k | 154.50 | |
| Merck & Co (MRK) | 0.4 | $445k | 4.5k | 99.25 | |
| Advanced Micro Devices (AMD) | 0.4 | $433k | 3.7k | 116.04 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $413k | 4.1k | 101.08 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $376k | 2.2k | 173.25 | |
| Select Sector Spdr Tr Technology (XLK) | 0.3 | $367k | 1.6k | 228.78 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.3 | $338k | 807.00 | 419.33 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $239k | 600.00 | 398.15 | |
| Deere & Company (DE) | 0.2 | $235k | 576.00 | 408.39 | |
| Jack Henry & Associates (JKHY) | 0.2 | $217k | 1.3k | 172.01 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.2 | $211k | 955.00 | 220.82 |