MondegarAI
Sloy Dahl & Holst, LLC

Q4 2024 · 13F-HR

Sloy Dahl & Holst, LLCholdings as filed

Filed 2025-01-27 · accession 0001172661-25-000355

$788.5M
Reported value
109
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
88160R101TSLATESLA INC$493.9M62.6%1,223,011CommonNONE
037833100AAPLAPPLE INC$63.5M8.05%253,441CommonNONE
67066G104NVDANVIDIA CORPORATION$30.0M3.80%223,039CommonNONE
389930207BTCGRAYSCALE BITCOIN MINI TR ET$25.8M3.27%616,175CommonNONE
38964R203ETHGRAYSCALE ETHEREUM MINI TR E$20.9M2.65%664,664CommonNONE
19260Q107COINCOINBASE GLOBAL INC$15.3M1.94%61,493CommonNONE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$10.1M1.28%136,312CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$9.2M1.16%121,031CommonNONE
023135106AMZNAMAZON COM INC$8.3M1.05%37,747CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$6.8M0.86%34,579CommonNONE
97717X578XSOEWISDOMTREE TR$6.2M0.78%201,792CommonNONE
594918104MSFTMICROSOFT CORP$6.0M0.77%14,318CommonNONE
64110L106NFLXNETFLIX INC$5.9M0.74%6,575CommonNONE
389638107ETHEGRAYSCALE ETHEREUM TRUST ETF$5.5M0.70%195,809CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$5.0M0.64%11,053CommonNONE
594972408MSTRMICROSTRATEGY INC$4.8M0.60%16,413CommonNONE
33939L845QDEFFLEXSHARES TR$4.5M0.57%64,081CommonNONE
92647N527UITBVICTORY PORTFOLIOS II$4.0M0.51%87,231CommonNONE
381430529GBILGOLDMAN SACHS ETF TR$3.6M0.46%35,993CommonNONE
91917A108VALKYRIE ETF TRUST II$3.4M0.43%229,367CommonNONE
33740F581QMARFIRST TR EXCHNG TRADED FD VI$2.5M0.32%83,890CommonNONE
25460G286TSLLDIREXION SHS ETF TR$2.4M0.30%85,439CommonNONE
33740F748FMAYFIRST TR EXCHNG TRADED FD VI$2.0M0.26%43,190CommonNONE
26923N835TSLTETF OPPORTUNITIES TRUST$2.0M0.25%52,994CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$2.0M0.25%35,048CommonNONE
33740U307FSEPFIRST TR EXCHNG TRADED FD VI$1.4M0.18%31,696CommonNONE
02079K107GOOGALPHABET INC$1.4M0.18%7,596CommonNONE
33740F599FMARFIRST TR EXCHNG TRADED FD VI$1.4M0.18%33,000CommonNONE
33740F862FAUGFIRST TR EXCHNG TRADED FD VI$1.4M0.18%30,585CommonNONE
907818108UNPUNION PAC CORP$1.4M0.17%6,050CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$1.3M0.17%26,275CommonNONE
512807306LRCXLAM RESEARCH CORP$1.3M0.16%17,430CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.2M0.16%1,361CommonNONE
00214Q104ARKKARK ETF TR$1.2M0.15%21,490CommonNONE
92647N865CDLVICTORY PORTFOLIOS II$1.2M0.15%17,718CommonNONE
33740F730DMAYFIRST TR EXCHNG TRADED FD VI$986,5030.13%24,215CommonNONE
922908637VVVANGUARD INDEX FDS$979,8210.12%3,633CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$949,1190.12%17,891CommonNONE
69374H881COWZPACER FDS TR$922,0930.12%16,326CommonNONE
30303M102METAMETA PLATFORMS INC$895,9260.11%1,530CommonNONE
478160104JNJJOHNSON & JOHNSON$874,8070.11%6,049CommonNONE
97717X594IHDGWISDOMTREE TR$860,3150.11%19,791CommonNONE
30231G102XOMEXXON MOBIL CORP$850,4490.11%7,906CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$808,7980.10%20,225CommonNONE
921937835BNDVANGUARD BD INDEX FDS$797,4110.10%11,089CommonNONE
921078101OUNZVANECK MERK GOLD ETF$764,9460.10%30,235CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$722,5770.09%12,560CommonNONE
47103U845JAAAJANUS DETROIT STR TR$720,0820.09%14,200CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$670,6330.09%7,829CommonNONE
166764100CVXCHEVRON CORP NEW$666,5540.08%4,602CommonNONE
97717X701HEDJWISDOMTREE TR$633,5030.08%14,490CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$627,8010.08%2,619CommonNONE
565788106MARAMARA HOLDINGS INC$588,1410.07%35,071CommonNONE
76954A103RIVNRIVIAN AUTOMOTIVE INC$574,1750.07%43,171CommonNONE
33740U836QSPTFIRST TR EXCHNG TRADED FD VI$554,8800.07%20,070CommonNONE
78468R663BILSPDR SER TR$545,3810.07%5,965CommonNONE
68389X105ORCLORACLE CORP$526,5830.07%3,160CommonNONE
437076102HDHOME DEPOT INC$518,1350.07%1,332CommonNONE
69374H857CALFPACER FDS TR$485,4310.06%11,030CommonNONE
33740F680DSEPFIRST TR EXCHNG TRADED FD VI$478,4540.06%11,800CommonNONE
33733E856IGLDFIRST TR EXCHANGE-TRADED FD$474,3600.06%25,125CommonNONE
921937827BSVVANGUARD BD INDEX FDS$456,5890.06%5,909CommonNONE
922908629VOVANGUARD INDEX FDS$440,0410.06%1,666CommonNONE
42809H107HESHESS CORP$438,9330.06%3,300CommonNONE
254687106DISDISNEY WALT CO$436,6900.06%3,922CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$433,9960.06%8,848CommonNONE
921909768VXUSVANGUARD STAR FDS$424,5920.05%7,205CommonNONE
33740F557QJUNFIRST TR EXCHNG TRADED FD VI$422,5530.05%15,075CommonNONE
02079K305GOOGLALPHABET INC$419,3190.05%2,215CommonNONE
654106103NKENIKE INC$406,6510.05%5,374CommonNONE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$391,0960.05%15,200CommonNONE
452308109ITWILLINOIS TOOL WKS INC$380,3400.05%1,500CommonNONE
18452B209CLSKCLEANSPARK INC$369,9850.05%40,172CommonNONE
922908363VOOVANGUARD INDEX FDS$353,9990.04%657CommonNONE
717081103PFEPFIZER INC$338,0990.04%12,744CommonNONE
46144X487TARKINVESTMENT MANAGERS SER TR I$331,8610.04%7,608CommonNONE
46090E103QQQINVESCO QQQ TR$330,2580.04%646CommonNONE
336917109FDLFIRST TR MORNINGSTAR DIVID L$309,1970.04%7,680CommonNONE
704326107PAYXPAYCHEX INC$294,4620.04%2,100CommonNONE
742718109PGPROCTER AND GAMBLE CO$284,1670.04%1,695CommonNONE
464287200IVVISHARES TR$283,9440.04%482CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$273,6880.03%6,215CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$268,3520.03%1,114CommonNONE
75513E101RTXRTX CORPORATION$262,1060.03%2,265CommonNONE
20825C104COPCONOCOPHILLIPS$260,7180.03%2,629CommonNONE
12811T795CPSDCALAMOS ETF TR$255,3410.03%10,560CommonNONE
922908769VTIVANGUARD INDEX FDS$253,8530.03%876CommonNONE
17275R102CSCOCISCO SYS INC$246,9830.03%4,172CommonNONE
33939L886RAVIFLEXSHARES TR$246,9370.03%3,285CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$241,2000.03%4,000CommonNONE
12811T829CPSOCALAMOS ETF TR$239,4650.03%9,400CommonNONE
12811T118CPROCALAMOS ETF TR$236,7800.03%9,515CommonNONE
097023105BABOEING CO$233,9950.03%1,322CommonNONE
922908751VBVANGUARD INDEX FDS$228,5200.03%951CommonNONE
78463V107GLDSPDR GOLD TR$227,6030.03%940CommonNONE
494368103KMBKIMBERLY-CLARK CORP$222,7680.03%1,700CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$222,7530.03%4,609CommonNONE
29287L205PWRDTCW ETF TRUST$211,1790.03%2,910CommonNONE
393657101GBXGREENBRIER COS INC$210,7210.03%3,455CommonNONE
78464A870XBISPDR SER TR$207,3190.03%2,302CommonNONE
89834G760CLSETRUST FOR PROFESSIONAL MANAG$206,4200.03%9,010CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$206,0580.03%1,615CommonNONE
458140100INTCINTEL CORP$205,0380.03%10,226CommonNONE
65339F101NEENEXTERA ENERGY INC$204,5320.03%2,853CommonNONE
72201R833MINTPIMCO ETF TR$200,6800.03%2,000CommonNONE
67079K100SMRNUSCALE PWR CORP$180,4480.02%10,064CommonNONE
88080T104WULFTERAWULF INC$73,5070.01%12,987CommonNONE
433921103HIVEHIVE DIGITAL TECHNOLOGIES LT$34,9610.00%12,267CommonNONE
09173B1071B2BITFARMS LTD$28,3860.00%19,051CommonNONE

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.