Carmel Capital Partners, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CC Carmel Capital Partners, LLC | Institutional Filer | ▼ 2.72% | $277.1M | 118 |
Current Portfolio Holdings
Showing all 118 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | USFR | WISDOMTREE TR | — | 577K | $29.0M | 10.48% |
| 2 | HD | The Home Depot, Inc. | Consumer Cyclical | 74K | $24.2M | 8.73% |
| 3 | CGMS | CAPITAL GRP FIXED INCM ETF T | — | 373K | $10.2M | 3.67% |
| 4 | CLOX | SERIES PORTFOLIOS TR | — | 382K | $9.8M | 3.52% |
| 5 | LEN | Lennar Corporation | Consumer Cyclical | 98K | $8.5M | 3.08% |
| 6 | PFXF | VANECK ETF TRUST | — | 395K | $6.9M | 2.50% |
| 7 | BSCT | INVESCO EXCH TRD SLF IDX FD | — | 351K | $6.6M | 2.37% |
| 8 | BSCS | INVESCO EXCH TRD SLF IDX FD | — | 318K | $6.5M | 2.34% |
| 9 | IBTI | ISHARES TR | — | 291K | $6.5M | 2.34% |
| 10 | BSCV | INVESCO EXCH TRD SLF IDX FD | — | 390K | $6.4M | 2.32% |
| 11 | NOBL | PROSHARES TR | — | 48K | $5.1M | 1.85% |
| 12 | QCOM | QUALCOMM Incorporated | Technology | 40K | $5.1M | 1.84% |
| 13 | TSLA | Tesla, Inc. | Consumer Cyclical | 12K | $4.6M | 1.66% |
| 14 | APG | APi Group Corporation | Industrials | 109K | $4.4M | 1.59% |
| 15 | GOOG | Alphabet Inc. | Technology | 15K | $4.2M | 1.52% |
Showing 1 to 15 of 118 holdings