Piedmont Capital Management as of March 31, 2025
Portfolio Holdings for Piedmont Capital Management
Piedmont Capital Management holds 46 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core High Dv Etf (HDV) | 25.9 | $36M | 333k | 108.41 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 13.8 | $19M | 168k | 114.78 | |
| World Gold Tr Spdr Gld Minis (GLDM) | 10.0 | $14M | 236k | 59.11 | |
| Ishares Tr Cores Msci Eafe (IEFA) | 8.6 | $12M | 177k | 67.83 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 5.9 | $8.3M | 165k | 50.17 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 4.8 | $6.7M | 161k | 41.50 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 4.6 | $6.5M | 62k | 104.34 | |
| Invesco Exch Taded Fd Tr Ii Sr Ln Etf (BKLN) | 2.8 | $3.8M | 191k | 20.14 | |
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 1.8 | $2.5M | 92k | 27.29 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.8 | $2.5M | 10k | 243.75 | |
| Ishares Tr Cre U S Reit Etf | 1.7 | $2.4M | 48k | 50.37 | |
| Vaneck Etf Trust Clo Etf (CLOI) | 1.7 | $2.3M | 45k | 51.69 | |
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 1.2 | $1.6M | 44k | 37.08 | |
| Global X Funds Gb Msci Ar Etf (ARGT) | 0.9 | $1.3M | 18k | 70.30 | |
| Ishares Tr Core 60/40 Balan (AOR) | 0.9 | $1.2M | 23k | 53.36 | |
| Cisco Systems (CSCO) | 0.9 | $1.2M | 22k | 53.19 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.9 | $1.2M | 6.8k | 173.71 | |
| International Business Machines (IBM) | 0.9 | $1.2M | 5.4k | 221.05 | |
| Coca-Cola Company (KO) | 0.8 | $1.2M | 17k | 68.42 | |
| Verizon Communications (VZ) | 0.8 | $1.2M | 27k | 42.17 | |
| 3M Company (MMM) | 0.8 | $1.1M | 8.7k | 127.16 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.7 | $963k | 13k | 72.51 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.6 | $855k | 11k | 79.79 | |
| Stantec (STN) | 0.6 | $825k | 11k | 78.92 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $747k | 2.7k | 275.20 | |
| Invsc Qqq Tr Unit Ser | 0.5 | $741k | 1.8k | 416.06 | |
| Amgen (AMGN) | 0.5 | $719k | 2.6k | 280.26 | |
| Chevron Corporation (CVX) | 0.5 | $708k | 5.2k | 136.94 | |
| Ishares Silver Tr Ishares (SLV) | 0.5 | $637k | 24k | 27.14 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $606k | 6.0k | 100.76 | |
| Microsoft Corporation (MSFT) | 0.4 | $592k | 1.7k | 354.56 | |
| Dow (DOW) | 0.4 | $565k | 22k | 25.81 | |
| Johnson & Johnson (JNJ) | 0.4 | $531k | 3.5k | 149.99 | |
| JPMorgan Chase & Co. (JPM) | 0.4 | $518k | 2.4k | 216.87 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $453k | 908.00 | 498.80 | |
| Home Depot (HD) | 0.3 | $353k | 1.1k | 335.08 | |
| Goldman Sachs (GS) | 0.2 | $318k | 688.00 | 462.22 | |
| Merck & Co (MRK) | 0.2 | $292k | 3.7k | 78.95 | |
| Simon Property (SPG) | 0.2 | $260k | 1.9k | 140.39 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $250k | 503.00 | 496.48 | |
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.2 | $216k | 2.8k | 76.53 | |
| Procter & Gamble Company (PG) | 0.1 | $203k | 1.3k | 158.39 | |
| Caterpillar (CAT) | 0.1 | $201k | 732.00 | 273.94 | |
| Telus Ord (TU) | 0.1 | $166k | 12k | 13.82 | |
| Gabelli Utility Trust (GUT) | 0.1 | $124k | 25k | 5.03 | |
| Northern Dynasty Minerals Lt Com New (NAK) | 0.0 | $8.0k | 10k | 0.80 |
