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Asio Capital, LLC

Q1 2025 · 13F-HR

Asio Capital, LLCholdings as filed

Filed 2025-04-17 · accession 0001803291-25-000002

$517.4M
Reported value
106
Positions
2025-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES CORE S&P 500 ETF$47.2M9.12%83,942CommonSOLE
46641Q647JMUBJPMORGAN MUNICIPAL ETF$28.2M5.46%564,535CommonSOLE
464288414MUBISHARES NATIONAL MUNI BOND ETF$22.0M4.26%208,922CommonSOLE
67066G104NVDANVIDIA CORPORATION COM$17.9M3.47%165,418CommonSOLE
464287804IJRISHARES CORE S&P SMALL CAP ETF$15.7M3.03%150,063CommonSOLE
92206C409VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF$15.4M2.98%195,529CommonSOLE
30303M102METAMETA PLATFORMS INC CL A$13.5M2.61%23,432CommonSOLE
02079K107GOOGALPHABET INC CAP STK CL C$13.0M2.52%83,346CommonSOLE
037833100AAPLAPPLE INC COM$12.4M2.39%55,653CommonSOLE
594918104MSFTMICROSOFT CORP COM$11.9M2.31%31,791CommonSOLE
47103U852JMBSJANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF$11.3M2.18%249,656CommonSOLE
023135106AMZNAMAZON COM INC COM$11.1M2.15%58,381CommonSOLE
922908652VXFVANGUARD EXTENDED MARKET ETF$10.8M2.09%62,731CommonSOLE
11135F101AVGOBROADCOM INC COM$8.9M1.73%53,370CommonSOLE
697435105PANWPALO ALTO NETWORKS INC COM$8.8M1.70%51,639CommonSOLE
92826C839VVISA INC COM CL A$8.6M1.66%24,460CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC COM$8.2M1.58%15,599CommonSOLE
64110L106NFLXNETFLIX INC COM$8.2M1.58%8,748CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC COM$8.0M1.55%109,890CommonSOLE
87283Q826TMSLT. ROWE PRICE SMALL-MID CAP ETF$6.9M1.32%224,891CommonSOLE
79466L302CRMSALESFORCE INC COM$6.7M1.30%25,016CommonSOLE
243537107DECKDECKERS OUTDOOR CORP COM$6.4M1.23%57,032CommonSOLE
036752103ELVELEVANCE HEALTH INC COM$6.2M1.21%14,356CommonSOLE
464288638IGIBISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF$6.0M1.17%114,900CommonSOLE
40412C101HCAHCA HEALTHCARE INC COM$5.9M1.14%17,062CommonSOLE
060505104BACBANK AMERICA CORP COM$5.8M1.12%139,303CommonSOLE
31428X106FDXFEDEX CORP COM$5.6M1.08%22,826CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC COM$5.5M1.06%34,353CommonSOLE
G25508105CRHCRH PLC ORD$5.2M1.00%58,842CommonSOLE
892356106TSCOTRACTOR SUPPLY CO COM$5.0M0.96%90,587CommonSOLE
548661107LOWLOWES COS INC COM$4.9M0.96%21,193CommonSOLE
00724F101ADBEADOBE INC COM$4.9M0.95%12,870CommonSOLE
58733R102MELIMERCADOLIBRE INC COM$4.8M0.93%2,474CommonSOLE
36828A101GEVGE VERNOVA INC COM$4.7M0.90%15,256CommonSOLE
713448108PEPPEPSICO INC COM$4.7M0.90%31,046CommonSOLE
092528603BINCISHARES FLEXIBLE INCOME ACTIVE ETF$4.6M0.90%88,441CommonSOLE
172967424CCITIGROUP INC COM NEW$4.6M0.88%64,110CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK$4.4M0.85%54,293CommonSOLE
532457108LLYELI LILLY & CO COM$4.4M0.84%5,292CommonSOLE
N07059210ASMLASML HOLDING N V N Y REGISTRY SHS$4.3M0.84%6,547CommonSOLE
174610105CFGCITIZENS FINL GROUP INC COM$4.3M0.82%103,879CommonSOLE
87161C501SYU1SYNOVUS FINL CORP COM NEW$4.1M0.80%87,746CommonSOLE
68268W103OMFONEMAIN HLDGS INC COM$4.0M0.78%82,786CommonSOLE
046353108AZNNASTRAZENECA PLC SPONSORED ADR$4.0M0.77%54,170CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC COM$3.8M0.74%828CommonSOLE
478160104JNJJOHNSON & JOHNSON COM$3.8M0.74%22,996CommonSOLE
227046109CROXCROCS INC COM$3.8M0.73%35,698CommonSOLE
30231G102XOMEXXON MOBIL CORP COM$3.7M0.71%30,830CommonSOLE
45687V106IRINGERSOLL RAND INC COM$3.7M0.71%45,799CommonSOLE
G87052109TELTE CONNECTIVITY PLC ORD SHS$3.6M0.71%25,817CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND SHS CLASS A$3.6M0.70%11,550CommonSOLE
949746101WMT2WELLS FARGO CO NEW COM$3.5M0.69%49,389CommonSOLE
032095101APHAMPHENOL CORP NEW CL A$3.5M0.68%53,979CommonSOLE
74762E102QUREQUANTA SVCS INC COM$3.5M0.67%13,662CommonSOLE
65339F101NEENEXTERA ENERGY INC COM$3.5M0.67%48,796CommonSOLE
337738108FISVFISERV INC COM$3.3M0.64%14,928CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP COM$3.2M0.62%6,277CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC COM$3.2M0.61%30,871CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC CL C$3.1M0.60%33,997CommonSOLE
780259305SHELSHELL PLC SPON ADS$2.7M0.52%36,415CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS COM$2.5M0.49%3,995CommonSOLE
617446448MSMORGAN STANLEY COM NEW$2.5M0.48%21,155CommonSOLE
871607107SNPSSYNOPSYS INC COM$2.4M0.47%5,689CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC CL A$2.4M0.47%6,855CommonSOLE
438516106HONHONEYWELL INTL INC COM$2.4M0.47%11,395CommonSOLE
26969P108EXPEAGLE MATLS INC COM$2.3M0.45%10,481CommonSOLE
48251W104KKRKKR & CO INC COM$2.3M0.45%20,069CommonSOLE
742718109PGPROCTER AND GAMBLE CO COM$2.2M0.43%13,171CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW COM NEW$2.2M0.43%18,389CommonSOLE
46625H100JPMJPMORGAN CHASE & CO. COM$2.2M0.43%9,038CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC COM$2.2M0.43%7,264CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC COM$2.2M0.43%17,655CommonSOLE
89832Q109TFCTRUIST FINL CORP COM$2.2M0.42%52,983CommonSOLE
512807306LRCXLAM RESEARCH CORP COM NEW$2.2M0.42%29,970CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW COM CL A$2.1M0.40%63,084CommonSOLE
254687106DISDISNEY WALT CO COM$2.1M0.40%21,119CommonSOLE
316773100FITBFIFTH THIRD BANCORP COM$2.1M0.40%52,764CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC COM$2.1M0.40%11,720CommonSOLE
H5919C104ONONON HLDG AG NAMEN AKT A$1.7M0.33%38,563CommonSOLE
00287Y109ABBVABBVIE INC COM$1.1M0.21%5,187CommonSOLE
78464A284HYMBSPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF$993,7690.19%39,404CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW COM$689,4740.13%729CommonSOLE
29273V100ETENERGY TRANSFER L P COM UT LTD PTN$678,5350.13%36,500CommonSOLE
437076102HDHOME DEPOT INC COM$652,3520.13%1,780CommonSOLE
46137V357RSPINVESCO S&P 500 EQUAL WEIGHT ETF$424,6230.08%2,451CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW$378,1320.07%710CommonSOLE
670100205NVONOVO-NORDISK A S ADR$370,5320.07%5,336CommonSOLE
02079K305GOOGLALPHABET INC CAP STK CL A$367,1150.07%2,374CommonSOLE
78462F103SPYSPDR S&P 500 ETF TRUST$358,7010.07%641CommonSOLE
808524300SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF$343,4490.07%13,716CommonSOLE
872540109TJXTJX COS INC NEW COM$322,7700.06%2,650CommonSOLE
824348106SHWSHERWIN WILLIAMS CO COM$319,8580.06%916CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING INC COM$315,3610.06%1,027CommonSOLE
921908844VIGVANGUARD DIVIDEND APPRECIATION ETF$294,0890.06%1,516CommonSOLE
464287655IWMISHARES RUSSELL 2000 ETF$287,8640.06%1,443CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC COM$272,1870.05%547CommonSOLE
931142103WMTWALMART INC COM$257,9270.05%2,938CommonSOLE
G54950103LINLINDE PLC SHS$252,3770.05%542CommonSOLE
204149108CTBICOMMUNITY TR BANCORP INC COM$252,2690.05%4,963CommonSOLE
609207105MDLZMONDELEZ INTL INC CL A$247,0420.05%3,641CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC COM$243,2180.05%1,162CommonSOLE
464287507IJHISHARES CORE S&P MID-CAP ETF$230,7740.04%3,955CommonSOLE
G8473T100STESTERIS PLC SHS USD$221,6640.04%978CommonSOLE
464287499IWRISHARES RUSSELL MIDCAP ETF$216,9290.04%2,550CommonSOLE
244199105DEDEERE & CO COM$211,6770.04%451CommonSOLE
464287168DVYISHARES SELECT DIVIDEND ETF$201,4350.04%1,500CommonSOLE

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.