MondegarAI
Sloy Dahl & Holst, LLC

Q1 2025 · 13F-HR

Sloy Dahl & Holst, LLCholdings as filed

Filed 2025-05-12 · accession 0001172661-25-001648

$571.9M
Reported value
109
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
88160R101TSLATESLA INC$301.7M52.8%1,164,001CommonNONE
037833100AAPLAPPLE INC$49.3M8.61%221,780CommonNONE
389930207BTCGRAYSCALE BITCOIN MINI TR ET$23.3M4.08%639,141CommonNONE
67066G104NVDANVIDIA CORPORATION$22.7M3.97%209,220CommonNONE
19260Q107COINCOINBASE GLOBAL INC$16.2M2.83%94,091CommonNONE
38964R203ETHGRAYSCALE ETHEREUM MINI TR E$12.2M2.12%705,607CommonNONE
25460G286TSLLDIREXION SHS ETF TR$11.4M1.99%1,197,704CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$11.1M1.95%131,940CommonNONE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$8.8M1.54%135,466CommonNONE
023135106AMZNAMAZON COM INC$7.0M1.22%36,697CommonNONE
97717X578XSOEWISDOMTREE TR$6.9M1.21%224,247CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$6.7M1.17%34,533CommonNONE
64110L106NFLXNETFLIX INC$6.1M1.07%6,548CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$5.9M1.02%10,988CommonNONE
594918104MSFTMICROSOFT CORP$5.5M0.97%14,719CommonNONE
594972408MSTRMICROSTRATEGY INC$5.4M0.95%18,866CommonNONE
33939L845QDEFFLEXSHARES TR$4.6M0.81%66,360CommonNONE
92647N527UITBVICTORY PORTFOLIOS II$4.3M0.76%92,139CommonNONE
381430529GBILGOLDMAN SACHS ETF TR$3.7M0.65%37,343CommonNONE
389638107ETHEGRAYSCALE ETHEREUM TRUST ETF$2.9M0.51%192,237CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$2.4M0.42%46,189CommonNONE
33740F581QMARFIRST TR EXCHNG TRADED FD VI$2.3M0.41%82,065CommonNONE
91917A108VALKYRIE ETF TRUST II$2.2M0.39%222,148CommonNONE
33740F748FMAYFIRST TR EXCHNG TRADED FD VI$2.0M0.34%42,340CommonNONE
907818108UNPUNION PAC CORP$1.4M0.25%6,050CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$1.4M0.25%28,175CommonNONE
33740F599FMARFIRST TR EXCHNG TRADED FD VI$1.4M0.24%33,000CommonNONE
33740F862FAUGFIRST TR EXCHNG TRADED FD VI$1.4M0.24%30,585CommonNONE
33740U307FSEPFIRST TR EXCHNG TRADED FD VI$1.4M0.24%31,082CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.3M0.22%1,354CommonNONE
512807306LRCXLAM RESEARCH CORP$1.3M0.22%17,430CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$1.2M0.22%21,705CommonNONE
92647N865CDLVICTORY PORTFOLIOS II$1.2M0.21%17,868CommonNONE
47103U845JAAAJANUS DETROIT STR TR$1.2M0.21%23,120CommonNONE
921078101OUNZVANECK MERK GOLD ETF$1.1M0.20%37,860CommonNONE
02079K107GOOGALPHABET INC$1.1M0.20%7,286CommonNONE
69374H881COWZPACER FDS TR$1.1M0.20%20,426CommonNONE
478160104JNJJOHNSON & JOHNSON$1.0M0.18%6,155CommonNONE
00214Q104ARKKARK ETF TR$955,2650.17%20,077CommonNONE
30231G102XOMEXXON MOBIL CORP$940,2960.16%7,906CommonNONE
29287L205PWRDTCW ETF TRUST$926,3640.16%13,282CommonNONE
921937835BNDVANGUARD BD INDEX FDS$920,1830.16%12,528CommonNONE
33740F730DMAYFIRST TR EXCHNG TRADED FD VI$894,1480.16%22,580CommonNONE
30303M102METAMETA PLATFORMS INC$882,1380.15%1,530CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$881,3400.15%18,828CommonNONE
97717X594IHDGWISDOMTREE TR$874,2500.15%20,144CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$870,9120.15%19,200CommonNONE
922908637VVVANGUARD INDEX FDS$834,0660.15%3,245CommonNONE
166764100CVXCHEVRON CORP NEW$769,8690.13%4,602CommonNONE
97717X701HEDJWISDOMTREE TR$697,4820.12%14,690CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$672,2800.12%7,194CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$642,4410.11%2,619CommonNONE
33733E856IGLDFIRST TR EXCHANGE-TRADED FD$614,9460.11%29,325CommonNONE
78468R663BILSPDR SER TR$547,1700.10%5,965CommonNONE
33740U836QSPTFIRST TR EXCHNG TRADED FD VI$531,9700.09%20,070CommonNONE
42809H107HESHESS CORP$527,1090.09%3,300CommonNONE
921937827BSVVANGUARD BD INDEX FDS$515,1620.09%6,581CommonNONE
437076102HDHOME DEPOT INC$488,3180.09%1,332CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$483,5140.08%9,904CommonNONE
76954A103RIVNRIVIAN AUTOMOTIVE INC$449,6820.08%36,119CommonNONE
68389X105ORCLORACLE CORP$442,7790.08%3,167CommonNONE
33740F680DSEPFIRST TR EXCHNG TRADED FD VI$441,9890.08%11,140CommonNONE
26923N835TSLTETF OPPORTUNITIES TRUST$409,1440.07%31,328CommonNONE
69374H857CALFPACER FDS TR$399,3750.07%10,650CommonNONE
33740F557QJUNFIRST TR EXCHNG TRADED FD VI$398,7340.07%15,075CommonNONE
921909768VXUSVANGUARD STAR FDS$387,0460.07%6,232CommonNONE
922908629VOVANGUARD INDEX FDS$386,3260.07%1,494CommonNONE
452308109ITWILLINOIS TOOL WKS INC$372,0150.07%1,500CommonNONE
565788106MARAMARA HOLDINGS INC$369,5760.06%32,137CommonNONE
254687106DISDISNEY WALT CO$347,3130.06%3,519CommonNONE
336917109FDLFIRST TR MORNINGSTAR DIVID L$343,6110.06%7,910CommonNONE
02079K305GOOGLALPHABET INC$342,7740.06%2,217CommonNONE
654106103NKENIKE INC$341,1420.06%5,374CommonNONE
922908363VOOVANGUARD INDEX FDS$337,6390.06%657CommonNONE
704326107PAYXPAYCHEX INC$323,9880.06%2,100CommonNONE
46090E103QQQINVESCO QQQ TR$306,6770.05%654CommonNONE
75513E101RTXRTX CORPORATION$300,0220.05%2,265CommonNONE
717081103PFEPFIZER INC$295,8200.05%11,674CommonNONE
12811T795CPSDCALAMOS ETF TR$292,1390.05%12,225CommonNONE
742718109PGPROCTER AND GAMBLE CO$288,8620.05%1,695CommonNONE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$288,1920.05%15,200CommonNONE
20825C104COPCONOCOPHILLIPS$276,0980.05%2,629CommonNONE
464287200IVVISHARES TR$273,3460.05%486CommonNONE
12811T829CPSOCALAMOS ETF TR$272,5190.05%10,740CommonNONE
78463V107GLDSPDR GOLD TR$270,8520.05%940CommonNONE
18452B209CLSKCLEANSPARK INC$269,9560.05%40,172CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$261,1890.05%5,771CommonNONE
17275R102CSCOCISCO SYS INC$257,4550.05%4,172CommonNONE
922908769VTIVANGUARD INDEX FDS$248,6150.04%905CommonNONE
33939L886RAVIFLEXSHARES TR$248,2810.04%3,285CommonNONE
12811T118CPROCALAMOS ETF TR$243,1620.04%9,915CommonNONE
464287432TLTISHARES TR$243,0510.04%2,670CommonNONE
494368103KMBKIMBERLY-CLARK CORP$241,7740.04%1,700CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$232,5630.04%4,669CommonNONE
191216100KOCOCA COLA CO$226,7490.04%3,166CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$221,8820.04%839CommonNONE
46144X487TARKINVESTMENT MANAGERS SER TR I$216,6760.04%7,608CommonNONE
94106L109WMWASTE MGMT INC DEL$210,6750.04%910CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$209,1240.04%841CommonNONE
53656F821LISTED FD TR$208,7590.04%6,070CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$208,2710.04%1,615CommonNONE
89834G760CLSETRUST FOR PROFESSIONAL MANAG$203,8910.04%9,435CommonNONE
33740F573YMARFIRST TR EXCHNG TRADED FD VI$203,7450.04%8,500CommonNONE
65339F101NEENEXTERA ENERGY INC$202,2500.04%2,853CommonNONE
72201R833MINTPIMCO ETF TR$201,2400.04%2,000CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$200,8400.04%4,000CommonNONE
458140100INTCINTEL CORP$200,6730.04%8,836CommonNONE
67079K100SMRNUSCALE PWR CORP$143,2440.03%10,116CommonNONE
88080T104WULFTERAWULF INC$35,4550.01%12,987CommonNONE

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.