MondegarAI
Sloy Dahl & Holst, LLC

Q2 2024 · 13F-HR

Sloy Dahl & Holst, LLCholdings as filed

Filed 2024-07-22 · accession 0001172661-24-002853

$476.2M
Reported value
90
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
88160R101TSLATESLA INC$247.1M51.9%1,248,989CommonNONE
037833100AAPLAPPLE INC$76.1M16.0%361,465CommonNONE
67066G104NVDANVIDIA CORPORATION$26.0M5.46%210,455CommonNONE
389637109GBTCGRAYSCALE BITCOIN TR BTC$20.8M4.38%391,436CommonNONE
19260Q107COINCOINBASE GLOBAL INC$11.3M2.38%51,026CommonNONE
023135106AMZNAMAZON COM INC$7.7M1.62%39,941CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$6.2M1.30%34,027CommonNONE
97717X578XSOEWISDOMTREE TR$6.2M1.29%201,132CommonNONE
594918104MSFTMICROSOFT CORP$5.9M1.23%13,097CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$4.6M0.97%11,328CommonNONE
91917A108VALKYRIE ETF TRUST II$4.6M0.96%248,060CommonNONE
64110L106NFLXNETFLIX INC$4.4M0.93%6,575CommonNONE
33939L845QDEFFLEXSHARES TR$3.9M0.81%58,733CommonNONE
381430529GBILGOLDMAN SACHS ETF TR$3.7M0.79%37,419CommonNONE
92647N527UITBVICTORY PORTFOLIOS II$3.3M0.70%72,126CommonNONE
33740F581QMARFIRST TR EXCHNG TRADED FD VI$2.4M0.51%86,250CommonNONE
33740F748FMAYFIRST TR EXCHNG TRADED FD VI$2.0M0.42%44,320CommonNONE
512807108LRCXEURLAM RESEARCH CORP$1.9M0.39%1,743CommonNONE
33740U307FSEPFIRST TR EXCHNG TRADED FD VI$1.4M0.29%32,016CommonNONE
02079K107GOOGALPHABET INC$1.4M0.29%7,540CommonNONE
33740F862FAUGFIRST TR EXCHNG TRADED FD VI$1.4M0.29%31,125CommonNONE
33740F599FMARFIRST TR EXCHNG TRADED FD VI$1.4M0.29%33,675CommonNONE
907818108UNPUNION PAC CORP$1.4M0.29%6,000CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$1.3M0.28%26,280CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$1.3M0.27%22,950CommonNONE
92647N865CDLVICTORY PORTFOLIOS II$1.1M0.23%18,008CommonNONE
00214Q104ARKKARK ETF TR$965,8030.20%21,975CommonNONE
33740F730DMAYFIRST TR EXCHNG TRADED FD VI$943,6700.20%24,530CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$939,3970.20%1,105CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$864,7210.18%20,968CommonNONE
97717X594IHDGWISDOMTREE TR$832,9750.17%18,271CommonNONE
922908637VVVANGUARD INDEX FDS$806,0240.17%3,229CommonNONE
30303M102METAMETA PLATFORMS INC$800,7460.17%1,588CommonNONE
478160104JNJJOHNSON & JOHNSON$791,3100.17%5,414CommonNONE
76954A103RIVNRIVIAN AUTOMOTIVE INC$789,3380.17%58,818CommonNONE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$755,3580.16%40,200CommonNONE
166764100CVXCHEVRON CORP NEW$639,2890.13%4,087CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$630,6670.13%6,919CommonNONE
97717X701HEDJWISDOMTREE TR$629,3240.13%13,920CommonNONE
69374H881COWZPACER FDS TR$603,5320.13%11,076CommonNONE
921078101OUNZVANECK MERK GOLD TR$560,1530.12%24,940CommonNONE
46438F101IBITISHARES BITCOIN TR$548,1530.12%16,056CommonNONE
78468R663BILSPDR SER TR$547,4690.11%5,965CommonNONE
33740U836QSPTFIRST TR EXCHNG TRADED FD VI$537,4190.11%20,650CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$518,5950.11%2,564CommonNONE
30231G102XOMEXXON MOBIL CORP$505,8380.11%4,394CommonNONE
42809H107HESHESS CORP$486,8160.10%3,300CommonNONE
33740F680DSEPFIRST TR EXCHNG TRADED FD VI$474,4650.10%12,130CommonNONE
33733E856IGLDFIRST TR EXCHANGE-TRADED FD$464,2090.10%23,185CommonNONE
18452B209CLSKCLEANSPARK INC$463,9220.10%29,086CommonNONE
68389X105ORCLORACLE CORP$446,1920.09%3,160CommonNONE
02079K305GOOGLALPHABET INC$441,5980.09%2,424CommonNONE
458140100INTCINTEL CORP$436,8020.09%14,104CommonNONE
254687106DISDISNEY WALT CO$423,6030.09%4,266CommonNONE
921937835BNDVANGUARD BD INDEX FDS$401,6800.08%5,575CommonNONE
33740F557QJUNFIRST TR EXCHNG TRADED FD VI$399,0360.08%15,075CommonNONE
565788106MARAMARATHON DIGITAL HOLDINGS IN$393,5070.08%19,824CommonNONE
654106103NKENIKE INC$375,6450.08%4,984CommonNONE
437076102HDHOME DEPOT INC$363,5180.08%1,056CommonNONE
74347X831TQQQPROSHARES TR$356,4030.07%4,828CommonNONE
452308109ITWILLINOIS TOOL WKS INC$355,4400.07%1,500CommonNONE
00214Q302ARKGARK ETF TR$351,5670.07%14,973CommonNONE
922908629VOVANGUARD INDEX FDS$347,4150.07%1,435CommonNONE
921909768VXUSVANGUARD STAR FDS$336,6560.07%5,583CommonNONE
922908363VOOVANGUARD INDEX FDS$318,0830.07%636CommonNONE
20825C104COPCONOCOPHILLIPS$300,7060.06%2,629CommonNONE
46090E103QQQINVESCO QQQ TR$291,7780.06%609CommonNONE
336917109FDLFIRST TR MORNINGSTAR DIVID L$291,3030.06%7,680CommonNONE
26923N835TSLTETF OPPORTUNITIES TRUST$271,5460.06%21,483CommonNONE
464287200IVVISHARES TR$258,8840.05%473CommonNONE
921937827BSVVANGUARD BD INDEX FDS$256,2560.05%3,341CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$254,5820.05%1,252CommonNONE
72201R833MINTPIMCO ETF TR$251,6250.05%2,500CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$250,6000.05%4,000CommonNONE
704326107PAYXPAYCHEX INC$248,9760.05%2,100CommonNONE
33939L886RAVIFLEXSHARES TR$247,9190.05%3,285CommonNONE
097023105BABOEING CO$240,6180.05%1,322CommonNONE
922908769VTIVANGUARD INDEX FDS$236,2190.05%883CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$235,1740.05%4,832CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$234,7520.05%5,365CommonNONE
717081103PFEPFIZER INC$233,4100.05%8,342CommonNONE
75513E101RTXRTX CORPORATION$232,4030.05%2,315CommonNONE
464287432TLTISHARES TR$220,7320.05%2,405CommonNONE
78464A870XBISPDR SER TR$213,4190.04%2,302CommonNONE
494368103KMBKIMBERLY-CLARK CORP$207,3000.04%1,500CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$204,9300.04%1,350CommonNONE
78463V107GLDSPDR GOLD TR$202,1110.04%940CommonNONE
67079K100SMRNUSCALE PWR CORP$117,7300.02%10,071CommonNONE
09173B1071B2BITFARMS LTD$48,9620.01%19,051CommonNONE
433921103HIVEHIVE DIGITAL TECHNOLOGIES LT$37,7830.01%12,267CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.