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Asio Capital, LLC

Q4 2024 · 13F-HR

Asio Capital, LLCholdings as filed

Filed 2025-01-21 · accession 0001986042-25-000002

$529.4M
Reported value
104
Positions
2024-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES CORE S&P 500 ETF$40.9M7.73%69,534CommonSOLE
46641Q647JMUBJPMORGAN MUNICIPAL ETF$26.1M4.93%518,525CommonSOLE
464288414MUBISHARES NATIONAL MUNI BOND ETF$22.5M4.26%211,592CommonSOLE
67066G104NVDANVIDIA CORPORATION COM$22.3M4.21%165,857CommonSOLE
464287804IJRISHARES CORE S&P SMALL CAP ETF$21.7M4.10%188,207CommonSOLE
02079K107GOOGALPHABET INC CAP STK CL C$15.7M2.96%82,290CommonSOLE
037833100AAPLAPPLE INC COM$13.9M2.63%55,671CommonSOLE
30303M102METAMETA PLATFORMS INC CL A$13.5M2.56%23,124CommonSOLE
92206C409VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF$13.2M2.50%169,322CommonSOLE
594918104MSFTMICROSOFT CORP COM$13.1M2.47%31,040CommonSOLE
023135106AMZNAMAZON COM INC COM$12.6M2.38%57,467CommonSOLE
11135F101AVGOBROADCOM INC COM$12.3M2.33%53,159CommonSOLE
922908652VXFVANGUARD EXTENDED MARKET ETF$11.8M2.23%62,035CommonSOLE
243537107DECKDECKERS OUTDOOR CORP COM$11.2M2.12%55,331CommonSOLE
47103U852JMBSJANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF$9.3M1.76%211,457CommonSOLE
697435105PANWPALO ALTO NETWORKS INC COM$9.3M1.75%51,047CommonSOLE
79466L302CRMSALESFORCE INC COM$8.0M1.51%23,920CommonSOLE
64110L106NFLXNETFLIX INC COM$7.7M1.46%8,679CommonSOLE
92826C839VVISA INC COM CL A$7.7M1.45%24,250CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC COM$7.5M1.41%14,751CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC COM$6.4M1.22%106,764CommonSOLE
31428X106FDXFEDEX CORP COM$6.4M1.21%22,619CommonSOLE
060505104BACBANK AMERICA CORP COM$6.1M1.16%139,728CommonSOLE
464288638IGIBISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF$6.0M1.13%115,702CommonSOLE
00724F101ADBEADOBE INC COM$5.6M1.06%12,585CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC COM$5.3M1.01%32,646CommonSOLE
G25508105CRHCRH PLC ORD$5.3M1.01%57,788CommonSOLE
40412C101HCAHCA HEALTHCARE INC COM$5.1M0.96%16,983CommonSOLE
548661107LOWLOWES COS INC COM$5.0M0.95%20,410CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK$5.0M0.94%63,589CommonSOLE
36828A101GEVGE VERNOVA INC COM$4.9M0.93%14,997CommonSOLE
478160104JNJJOHNSON & JOHNSON COM$4.9M0.93%34,082CommonSOLE
892356106TSCOTRACTOR SUPPLY CO COM$4.8M0.90%89,715CommonSOLE
713448108PEPPEPSICO INC COM$4.7M0.88%30,365CommonSOLE
58933Y105MRKMERCK & CO INC COM$4.7M0.88%46,771CommonSOLE
87161C501SYU1SYNOVUS FINL CORP COM NEW$4.5M0.86%88,567CommonSOLE
174610105CFGCITIZENS FINL GROUP INC COM$4.4M0.84%101,541CommonSOLE
89832Q109TFCTRUIST FINL CORP COM$4.4M0.84%102,152CommonSOLE
808524854SCHRSCHWAB INTERMEDIATE-TERM US TREASURY ETF$4.4M0.83%180,014CommonSOLE
68268W103OMFONEMAIN HLDGS INC COM$4.3M0.80%81,629CommonSOLE
N07059210ASMLASML HOLDING N V N Y REGISTRY SHS$4.1M0.78%5,958CommonSOLE
58733R102MELIMERCADOLIBRE INC COM$4.1M0.78%2,414CommonSOLE
532457108LLYELI LILLY & CO COM$4.1M0.77%5,257CommonSOLE
036752103ELVELEVANCE HEALTH INC COM$4.0M0.76%10,910CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC COM$3.9M0.75%794CommonSOLE
45687V106IRINGERSOLL RAND INC COM$3.9M0.74%43,178CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND SHS CLASS A$3.8M0.71%10,715CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC COM$3.7M0.69%30,389CommonSOLE
G87052109TELTE CONNECTIVITY PLC ORD SHS$3.6M0.68%25,303CommonSOLE
438516106HONHONEYWELL INTL INC COM$3.6M0.68%15,945CommonSOLE
539830109LMTLOCKHEED MARTIN CORP COM$3.5M0.66%7,236CommonSOLE
046353108AZNNASTRAZENECA PLC SPONSORED ADR$3.5M0.66%53,541CommonSOLE
949746101WMT2WELLS FARGO CO NEW COM$3.4M0.65%48,760CommonSOLE
65339F101NEENEXTERA ENERGY INC COM$3.4M0.64%47,555CommonSOLE
227046109CROXCROCS INC COM$3.4M0.64%30,995CommonSOLE
30231G102XOMEXXON MOBIL CORP COM$3.3M0.63%31,033CommonSOLE
742718109PGPROCTER AND GAMBLE CO COM$3.3M0.62%19,597CommonSOLE
780259305SHELSHELL PLC SPON ADS$3.1M0.58%49,216CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW COM NEW$3.1M0.58%28,573CommonSOLE
337738108FISVFISERV INC COM$3.0M0.57%14,639CommonSOLE
316773100FITBFIFTH THIRD BANCORP COM$3.0M0.56%70,583CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP COM$2.9M0.55%6,228CommonSOLE
74762E102QUREQUANTA SVCS INC COM$2.9M0.55%9,129CommonSOLE
87283Q826TMSLT. ROWE PRICE SMALL-MID CAP ETF$2.8M0.53%86,703CommonSOLE
032095101APHAMPHENOL CORP NEW CL A$2.8M0.52%39,951CommonSOLE
871607107SNPSSYNOPSYS INC COM$2.7M0.51%5,592CommonSOLE
617446448MSMORGAN STANLEY COM NEW$2.6M0.49%20,667CommonSOLE
90384S303ULTAULTA BEAUTY INC COM$2.5M0.47%5,764CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS COM$2.5M0.47%3,518CommonSOLE
H5919C104ONONON HLDG AG NAMEN AKT A$2.5M0.47%45,390CommonSOLE
26969P108EXPEAGLE MATLS INC COM$2.4M0.45%9,608CommonSOLE
87612E106TGTTARGET CORP COM$2.4M0.44%17,407CommonSOLE
254687106DISDISNEY WALT CO COM$2.3M0.44%20,704CommonSOLE
092528603BINCISHARES FLEXIBLE INCOME ACTIVE ETF$2.3M0.44%44,281CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC COM$2.3M0.43%11,720CommonSOLE
46625H100JPMJPMORGAN CHASE & CO. COM$2.2M0.41%8,991CommonSOLE
368736104GNRCGENERAC HLDGS INC COM$1.9M0.36%12,187CommonSOLE
550021109LULULULULEMON ATHLETICA INC COM$1.2M0.23%3,194CommonSOLE
78464A284HYMBSPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF$1.0M0.19%39,404CommonSOLE
00287Y109ABBVABBVIE INC COM$922,6180.17%5,192CommonSOLE
46266C105IQVIQVIA HLDGS INC COM$845,7790.16%4,304CommonSOLE
437076102HDHOME DEPOT INC COM$702,1270.13%1,805CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW COM$669,7930.13%731CommonSOLE
29273V100ETENERGY TRANSFER L P COM UT LTD PTN$656,2650.12%33,500CommonSOLE
670100205NVONOVO-NORDISK A S ADR$455,9920.09%5,301CommonSOLE
02079K305GOOGLALPHABET INC CAP STK CL A$449,3980.08%2,374CommonSOLE
808524300SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF$382,2650.07%13,716CommonSOLE
464287655IWMISHARES RUSSELL 2000 ETF$362,3740.07%1,640CommonSOLE
46137V357RSPINVESCO S&P 500 EQUAL WEIGHT ETF$350,4600.07%2,000CommonSOLE
872540109TJXTJX COS INC NEW COM$335,6100.06%2,778CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW$320,4690.06%707CommonSOLE
824348106SHWSHERWIN WILLIAMS CO COM$314,7750.06%926CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING INC COM$305,1960.06%1,037CommonSOLE
921908844VIGVANGUARD DIVIDEND APPRECIATION ETF$296,8780.06%1,516CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC COM$284,5660.05%547CommonSOLE
931142103WMTWALMART INC COM$265,6050.05%2,933CommonSOLE
74624M102PPURE STORAGE INC CL A$264,1490.05%4,300CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC COM$247,7100.05%1,178CommonSOLE
464287499IWRISHARES RUSSELL MIDCAP ETF$241,6860.05%2,734CommonSOLE
78462F103SPYSPDR S&P 500 ETF TRUST$226,3650.04%386CommonSOLE
G54950103LINLINDE PLC SHS$223,9880.04%535CommonSOLE
68389X105ORCLORACLE CORP COM$219,9650.04%1,320CommonSOLE
609207105MDLZMONDELEZ INTL INC CL A$217,4770.04%3,641CommonSOLE
G8473T100STESTERIS PLC SHS USD$202,0650.04%983CommonSOLE

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.