Ground Swell Capital, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
GS Ground Swell Capital, LLC | Institutional Filer | ▲ 4.31% | $50.7M | 122 |
Current Portfolio Holdings
Showing all 122 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | — | 30K | $17.8M | 35.15% |
| 2 | QQQ | Invesco QQQ Trust | — | 3K | $1.8M | 3.48% |
| 3 | PPH | VANECK ETF TRUST | — | 15K | $1.6M | 3.17% |
| 4 | NVDA | NVIDIA Corporation | Technology | 9K | $1.6M | 3.07% |
| 5 | AAPL | Apple Inc. | Technology | 6K | $1.5M | 3.01% |
| 6 | SOXX | ISHARES TR | — | 3K | $1.1M | 2.11% |
| 7 | DUOL | Duolingo, Inc. | Technology | 10K | $986K | 1.94% |
| 8 | DIA | SPDR Dow Jones Industrial Average ETF Trust | — | 2K | $949K | 1.87% |
| 9 | TLT | ISHARES TR | — | 10K | $873K | 1.72% |
| 10 | EVRG | Evergy, Inc. | Utilities | 10K | $798K | 1.57% |
| 11 | CHTR | Charter Communications, Inc. | Communication Services | 4K | $787K | 1.55% |
| 12 | MDY | STATE STR SPDR S&P MIDCAP 40 | — | 1K | $765K | 1.51% |
| 13 | META | Meta Platforms, Inc. | Technology | 1K | $734K | 1.45% |
| 14 | ISRG | Intuitive Surgical, Inc. | Healthcare | 2K | $732K | 1.44% |
| 15 | SNDK | Sandisk Corporation | Technology | 1K | $717K | 1.42% |
Showing 1 to 15 of 122 holdings