Narwhal Capital Management Diversified Active

CIK: 0001461287 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 2, 2023

Total Value ($000): $799,320 (100.0% shares, 0.0% debt)

Holdings (164)

IVV ISHARES TR 7.0%
Value ($000) $55,655 Shares 135,386 Est. Cost $308.19 Unrealized
AAPL APPLE INC 6.0%
Value ($000) $48,257 Shares 292,646 Est. Cost $85.95 Unrealized +69.3%
MSFT MICROSOFT CORP 5.7%
Value ($000) $45,579 Shares 158,095 Est. Cost $69.09 Unrealized +261.1%
GOOG ALPHABET INC 3.7%
Value ($000) $29,891 Shares 287,409 Est. Cost $108.64 Unrealized -11.8%
IAU ISHARES GOLD TR 3.2%
Value ($000) $25,316 Shares 677,439 Est. Cost $33.75 Unrealized
VMC VULCAN MATLS CO 2.9%
Value ($000) $23,067 Shares 134,453 Est. Cost $57.81 Unrealized +200.4%
UNH UNITEDHEALTH GROUP INC 2.6%
Value ($000) $20,468 Shares 43,310 Est. Cost $278.81 Unrealized +64.0%
AMZN AMAZON COM INC 2.3%
Value ($000) $18,395 Shares 178,093 Est. Cost $124.06 Unrealized -22.1%
JPM JPMORGAN CHASE & CO 2.1%
Value ($000) $17,102 Shares 131,239 Est. Cost $84.22 Unrealized +52.2%
HD HOME DEPOT INC 1.9%
Value ($000) $15,093 Shares 51,140 Est. Cost $177.36 Unrealized +60.5%
CSCO CISCO SYS INC 1.9%
Value ($000) $14,962 Shares 286,220 Est. Cost $42.95 Unrealized +4.4%
NVDA NVIDIA CORPORATION 1.8%
Value ($000) $14,469 Shares 52,089 Est. Cost $18.34 Unrealized +17.9%
IVE ISHARES TR 1.7%
Value ($000) $13,329 Shares 87,830 Est. Cost $115.42 Unrealized
AXP AMERICAN EXPRESS CO 1.6%
Value ($000) $12,993 Shares 78,766 Est. Cost $104.03 Unrealized +53.8%
BLACKROCK INC 1.6%
Value ($000) $12,725 Shares 19,017 Est. Cost $567.45 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 1.6%
Value ($000) $12,719 Shares 129,875 Est. Cost $72.36 Unrealized +27.5%
PG PROCTER AND GAMBLE CO 1.6%
Value ($000) $12,583 Shares 84,624 Est. Cost $77.84 Unrealized +71.1%
JNJ JOHNSON & JOHNSON 1.5%
Value ($000) $12,024 Shares 77,572 Est. Cost $101.19 Unrealized +46.1%
GS GOLDMAN SACHS GROUP INC 1.5%
Value ($000) $11,724 Shares 35,840 Est. Cost $237.33 Unrealized +36.4%
BLACKROCK MUN TARGET TERM TR 1.4%
Value ($000) $11,563 Shares 532,362 Est. Cost $24.55 Unrealized
NEE NEXTERA ENERGY INC 1.4%
Value ($000) $11,332 Shares 147,009 Est. Cost $65.49 Unrealized +7.9%
ADI ANALOG DEVICES INC 1.3%
Value ($000) $10,386 Shares 52,660 Est. Cost $151.39 Unrealized +12.6%
PM PHILIP MORRIS INTL INC 1.3%
Value ($000) $10,323 Shares 106,151 Est. Cost $77.52 Unrealized +12.2%
HCA HCA HEALTHCARE INC 1.3%
Value ($000) $10,099 Shares 38,300 Est. Cost $208.39 Unrealized +19.0%
XOM EXXON MOBIL CORP 1.2%
Value ($000) $9,638 Shares 87,892 Est. Cost $43.85 Unrealized +128.5%
DEO DIAGEO PLC 1.2%
Value ($000) $9,583 Shares 52,894 Est. Cost $154.92 Unrealized
PEP PEPSICO INC 1.2%
Value ($000) $9,210 Shares 50,522 Est. Cost $91.50 Unrealized +73.5%
NOC NORTHROP GRUMMAN CORP 1.1%
Value ($000) $9,117 Shares 19,745 Est. Cost $130.48 Unrealized +238.7%
LLY LILLY ELI & CO 1.1%
Value ($000) $8,931 Shares 26,006 Est. Cost $313.55 Unrealized +5.2%
COST COSTCO WHSL CORP NEW 1.1%
Value ($000) $8,429 Shares 16,965 Est. Cost $493.33 Unrealized -4.5%
NXRT NEXPOINT RESIDENTIAL TR INC 1.1%
Value ($000) $8,400 Shares 192,353 Est. Cost $40.42 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 1.0%
Value ($000) $7,964 Shares 40,584 Est. Cost $163.80 Unrealized +17.3%
PFE PFIZER INC 1.0%
Value ($000) $7,803 Shares 191,249 Est. Cost $29.62 Unrealized +23.4%
V VISA INC 0.9%
Value ($000) $7,567 Shares 33,562 Est. Cost $195.64 Unrealized +11.4%
TGT TARGET CORP 0.9%
Value ($000) $7,526 Shares 45,440 Est. Cost $92.77 Unrealized +60.2%
LMT LOCKHEED MARTIN CORP 0.9%
Value ($000) $7,093 Shares 15,004 Est. Cost $205.97 Unrealized +110.3%
VLO VALERO ENERGY CORP 0.8%
Value ($000) $6,791 Shares 48,647 Est. Cost $85.47 Unrealized +43.9%
IWF ISHARES TR 0.8%
Value ($000) $6,500 Shares 26,603 Est. Cost $140.68 Unrealized
MRK MERCK & CO INC 0.8%
Value ($000) $6,400 Shares 60,152 Est. Cost $64.91 Unrealized +52.0%
GD GENERAL DYNAMICS CORP 0.8%
Value ($000) $6,324 Shares 27,711 Est. Cost $106.18 Unrealized +105.1%
NOV NOV INC 0.7%
Value ($000) $5,897 Shares 318,569 Est. Cost $14.65 Unrealized +47.4%
CVX CHEVRON CORP NEW 0.7%
Value ($000) $5,829 Shares 35,725 Est. Cost $74.09 Unrealized +100.4%
DIS DISNEY WALT CO 0.7%
Value ($000) $5,621 Shares 56,140 Est. Cost $113.07 Unrealized -12.9%
GM GENERAL MTRS CO 0.6%
Value ($000) $5,180 Shares 141,221 Est. Cost $44.05 Unrealized -16.7%
UNILEVER PLC 0.6%
Value ($000) $5,159 Shares 99,341 Est. Cost $48.58 Unrealized
BX BLACKSTONE INC 0.6%
Value ($000) $5,132 Shares 58,430 Est. Cost $65.30 Unrealized +24.3%
NVS NOVARTIS AG 0.6%
Value ($000) $5,076 Shares 55,173 Est. Cost $87.90 Unrealized
CAT CATERPILLAR INC 0.6%
Value ($000) $4,829 Shares 21,104 Est. Cost $182.25 Unrealized +26.5%
CHAMPIONX CORPORATION 0.6%
Value ($000) $4,732 Shares 174,435 Est. Cost $20.63 Unrealized
ELV ELEVANCE HEALTH INC 0.6%
Value ($000) $4,456 Shares 9,692 Est. Cost $107.54 Unrealized +323.3%
ADBE ADOBE SYSTEMS INCORPORATED 0.5%
Value ($000) $4,382 Shares 11,372 Est. Cost $429.57 Unrealized -17.3%
ADSK AUTODESK INC 0.5%
Value ($000) $4,317 Shares 20,739 Est. Cost $200.22 Unrealized +2.8%
META META PLATFORMS INC 0.5%
Value ($000) $4,187 Shares 19,756 Est. Cost $253.11 Unrealized -33.2%
GLD SPDR GOLD TR 0.5%
Value ($000) $4,091 Shares 22,326 Est. Cost $167.08 Unrealized
QCOM QUALCOMM INC 0.5%
Value ($000) $3,748 Shares 29,377 Est. Cost $95.15 Unrealized +22.3%
DE DEERE & CO 0.5%
Value ($000) $3,702 Shares 8,966 Est. Cost $368.62 Unrealized +7.7%
ABT ABBOTT LABS 0.5%
Value ($000) $3,629 Shares 35,841 Est. Cost $66.07 Unrealized +51.4%
CVS CVS HEALTH CORP 0.4%
Value ($000) $3,584 Shares 48,227 Est. Cost $59.69 Unrealized +26.0%
IVW ISHARES TR 0.4%
Value ($000) $3,578 Shares 56,000 Est. Cost $92.88 Unrealized
ENTG ENTEGRIS INC 0.4%
Value ($000) $3,413 Shares 41,622 Est. Cost $75.48 Unrealized +6.0%
DIA SPDR DOW JONES INDL AVERAGE 0.4%
Value ($000) $3,411 Shares 10,255 Est. Cost $271.22 Unrealized
NOW SERVICENOW INC 0.4%
Value ($000) $3,367 Shares 7,246 Est. Cost $87.46 Unrealized -0.4%
BA BOEING CO 0.4%
Value ($000) $3,319 Shares 15,625 Est. Cost $193.11 Unrealized +7.6%
QQQ INVESCO QQQ TR 0.4%
Value ($000) $3,212 Shares 10,008 Est. Cost $256.97 Unrealized
XLK SELECT SECTOR SPDR TR 0.4%
Value ($000) $3,180 Shares 21,058 Est. Cost $105.38 Unrealized
JBHT HUNT J B TRANS SVCS INC 0.4%
Value ($000) $3,092 Shares 17,624 Est. Cost $163.91 Unrealized +7.8%
STZ CONSTELLATION BRANDS INC 0.4%
Value ($000) $3,014 Shares 13,341 Est. Cost $177.68 Unrealized +18.7%
TMUS T-MOBILE US INC 0.4%
Value ($000) $2,897 Shares 20,003 Est. Cost $139.96 Unrealized 0.0%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.4%
Value ($000) $2,885 Shares 35,173 Est. Cost $71.08 Unrealized 0.0%
DVY ISHARES TR 0.4%
Value ($000) $2,854 Shares 24,359 Est. Cost $89.95 Unrealized
SBUX STARBUCKS CORP 0.3%
Value ($000) $2,678 Shares 25,719 Est. Cost $58.33 Unrealized +66.4%
SGOL ABRDN GOLD ETF TRUST 0.3%
Value ($000) $2,675 Shares 141,751 Est. Cost $17.14 Unrealized
KMI KINDER MORGAN INC DEL 0.3%
Value ($000) $2,651 Shares 151,400 Est. Cost $12.36 Unrealized +23.3%
SDY SPDR SER TR 0.3%
Value ($000) $2,630 Shares 21,260 Est. Cost $97.36 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.3%
Value ($000) $2,352 Shares 16,056 Est. Cost $139.12 Unrealized -0.1%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $2,328 Shares 5 Est. Cost $201277.39 Unrealized +131.9%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $2,308 Shares 59,352 Est. Cost $41.50 Unrealized -21.2%
XLV SELECT SECTOR SPDR TR 0.3%
Value ($000) $2,057 Shares 15,890 Est. Cost $135.85 Unrealized
LUV SOUTHWEST AIRLS CO 0.3%
Value ($000) $2,040 Shares 62,704 Est. Cost $42.10 Unrealized -24.4%
T AT&T INC 0.3%
Value ($000) $2,012 Shares 104,500 Est. Cost $15.20 Unrealized +7.6%
EXC EXELON CORP 0.2%
Value ($000) $1,977 Shares 47,183 Est. Cost $21.71 Unrealized +72.2%
MAGELLAN MIDSTREAM PRTNRS LP 0.2%
Value ($000) $1,895 Shares 34,924 Est. Cost $54.25 Unrealized
IJR ISHARES TR 0.2%
Value ($000) $1,842 Shares 19,044 Est. Cost $87.47 Unrealized
NKE NIKE INC 0.2%
Value ($000) $1,737 Shares 14,163 Est. Cost $126.94 Unrealized -8.1%
VAW VANGUARD WORLD FDS 0.2%
Value ($000) $1,707 Shares 9,599 Est. Cost $163.52 Unrealized
UNP UNION PAC CORP 0.2%
Value ($000) $1,672 Shares 8,308 Est. Cost $212.68 Unrealized -10.9%
XLE SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,657 Shares 20,010 Est. Cost $70.25 Unrealized
XLU SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,608 Shares 23,756 Est. Cost $68.87 Unrealized
XLP SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,437 Shares 19,237 Est. Cost $74.55 Unrealized
DINO HF SINCLAIR CORP 0.2%
Value ($000) $1,425 Shares 29,450 Est. Cost $30.32 Unrealized +51.6%
AMGN AMGEN INC 0.2%
Value ($000) $1,421 Shares 5,876 Est. Cost $161.55 Unrealized +38.7%
DAL DELTA AIR LINES INC DEL 0.2%
Value ($000) $1,369 Shares 39,209 Est. Cost $27.00 Unrealized +33.6%
KO COCA COLA CO 0.2%
Value ($000) $1,317 Shares 21,234 Est. Cost $53.16 Unrealized +4.2%
TAP MOLSON COORS BEVERAGE CO 0.2%
Value ($000) $1,316 Shares 25,460 Est. Cost $47.32 Unrealized -0.3%
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $1,255 Shares 15,113 Est. Cost $82.88 Unrealized
BHP BHP GROUP LTD 0.2%
Value ($000) $1,233 Shares 19,450 Est. Cost $44.02 Unrealized
CEG CONSTELLATION ENERGY CORP 0.2%
Value ($000) $1,229 Shares 15,658 Est. Cost $47.25 Unrealized +67.3%
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value ($000) $1,211 Shares 46,750 Est. Cost $25.55 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $1,197 Shares 26,818 Est. Cost $25.62 Unrealized +41.6%
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value ($000) $1,150 Shares 9,747 Est. Cost $117.85 Unrealized -14.3%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $1,139 Shares 1,976 Est. Cost $576.13 Unrealized -3.0%
WMT WALMART INC 0.1%
Value ($000) $1,093 Shares 7,416 Est. Cost $35.64 Unrealized +28.5%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $1,077 Shares 28,801 Est. Cost $40.69 Unrealized -0.5%
INTC INTEL CORP 0.1%
Value ($000) $1,076 Shares 32,940 Est. Cost $30.70 Unrealized -10.4%
BUD ANHEUSER BUSCH INBEV SA/NV 0.1%
Value ($000) $1,028 Shares 15,400 Est. Cost $55.70 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $891 Shares 4,780 Est. Cost $154.18 Unrealized +9.4%
NUVEEN NEW YORK AMT QLT MUNI 0.1%
Value ($000) $760 Shares 71,863 Est. Cost $13.81 Unrealized
BWXT BWX TECHNOLOGIES INC 0.1%
Value ($000) $738 Shares 11,710 Est. Cost $55.61 Unrealized +5.3%
F FORD MTR CO DEL 0.1%
Value ($000) $733 Shares 58,164 Est. Cost $10.76 Unrealized -5.2%
IWR ISHARES TR 0.1%
Value ($000) $716 Shares 10,247 Est. Cost $68.77 Unrealized
ETR ENTERGY CORP NEW 0.1%
Value ($000) $700 Shares 6,500 Est. Cost $39.52 Unrealized +20.9%
RIG TRANSOCEAN LTD 0.1%
Value ($000) $700 Shares 110,000 Est. Cost $3.24 Unrealized +98.0%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $687 Shares 11,389 Est. Cost $53.00 Unrealized +9.0%
PROSHARES TR 0.1%
Value ($000) $646 Shares 22,000 Est. Cost $37.65 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $597 Shares 52,000 Est. Cost $14.03 Unrealized
LIBERTY MEDIA CORP DEL 0.1%
Value ($000) $587 Shares 17,419 Est. Cost $23.34 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $576 Shares 3,230 Est. Cost $192.38 Unrealized
VIS VANGUARD WORLD FDS 0.1%
Value ($000) $533 Shares 2,800 Est. Cost $134.27 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $523 Shares 2,090 Est. Cost $268.51 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $493 Shares 6,189 Est. Cost $78.76 Unrealized -5.5%
FDX FEDEX CORP 0.1%
Value ($000) $484 Shares 2,120 Est. Cost $155.01 Unrealized +23.0%
EEM ISHARES TR 0.1%
Value ($000) $483 Shares 12,250 Est. Cost $37.55 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $460 Shares 1,124 Est. Cost $398.24 Unrealized
ITA ISHARES TR 0.1%
Value ($000) $456 Shares 3,960 Est. Cost $112.67 Unrealized
VXF VANGUARD INDEX FDS 0.1%
Value ($000) $451 Shares 3,218 Est. Cost $76.10 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $449 Shares 1,800 Est. Cost $112.97 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $430 Shares 4,625 Est. Cost $74.49 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $418 Shares 22,522 Est. Cost $18.80 Unrealized +1.3%
TSLA TESLA INC 0.1%
Value ($000) $416 Shares 2,005 Est. Cost $285.44 Unrealized -38.9%
LMBS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $409 Shares 8,548 Est. Cost $47.55 Unrealized
D DOMINION ENERGY INC 0.1%
Value ($000) $405 Shares 7,249 Est. Cost $60.66 Unrealized -16.6%
ORCL ORACLE CORP 0.0%
Value ($000) $396 Shares 4,260 Est. Cost $55.74 Unrealized +52.1%
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $394 Shares 6,460 Est. Cost $49.59 Unrealized
DISCOVER FINL SVCS 0.0%
Value ($000) $388 Shares 3,925 Est. Cost $102.64 Unrealized
IYE ISHARES TR 0.0%
Value ($000) $386 Shares 8,825 Est. Cost $29.12 Unrealized
NUVEEN GEORGIA QLTY MUN INC 0.0%
Value ($000) $344 Shares 33,780 Est. Cost $13.42 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $292 Shares 1,350 Est. Cost $197.04 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $290 Shares 7,190 Est. Cost $44.94 Unrealized
SONY SONY GROUP CORPORATION 0.0%
Value ($000) $276 Shares 3,050 Est. Cost $108.45 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $257 Shares 3,384 Est. Cost $117.60 Unrealized -34.7%
IJJ ISHARES TR 0.0%
Value ($000) $257 Shares 2,500 Est. Cost $86.40 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $256 Shares 6,756 Est. Cost $32.76 Unrealized +5.7%
BAC BANK AMERICA CORP 0.0%
Value ($000) $252 Shares 8,803 Est. Cost $25.68 Unrealized +19.1%
IJS ISHARES TR 0.0%
Value ($000) $237 Shares 2,533 Est. Cost $104.62 Unrealized
TSN TYSON FOODS INC 0.0%
Value ($000) $233 Shares 3,935 Est. Cost $72.35 Unrealized -23.4%
CLF CLEVELAND-CLIFFS INC NEW 0.0%
Value ($000) $220 Shares 12,000 Est. Cost $15.06 Unrealized +31.5%
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $218 Shares 4,552 Est. Cost $47.85 Unrealized
QRVO QORVO INC 0.0%
Value ($000) $211 Shares 2,080 Est. Cost $101.44 Unrealized 0.0%
AOR ISHARES TR 0.0%
Value ($000) $210 Shares 4,200 Est. Cost $50.03 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $210 Shares 2,076 Est. Cost $98.24 Unrealized
IYH ISHARES TR 0.0%
Value ($000) $205 Shares 750 Est. Cost $283.71 Unrealized
NUVEEN CORPORATE INCOME 2023 0.0%
Value ($000) $190 Shares 20,698 Est. Cost $9.93 Unrealized
NUVEEN NEW JERSEY QULT MUN F 0.0%
Value ($000) $153 Shares 13,088 Est. Cost $15.52 Unrealized
BP PRUDHOE BAY RTY TR 0.0%
Value ($000) $137 Shares 18,085 Est. Cost $14.14 Unrealized
FIRST TR MTG INCOME FD 0.0%
Value ($000) $124 Shares 10,904 Est. Cost $11.35 Unrealized
RIG TRANSOCEAN LTD 0.0%
Value ($000) $114 Shares 500 Est. Cost $3.24 Unrealized +98.0%
NUVEEN MUN VALUE FD INC 0.0%
Value ($000) $96 Shares 10,875 Est. Cost $9.58 Unrealized
XPMAX PIONEER MUNICIPAL HIGH INCOM 0.0%
Value ($000) $95 Shares 11,580 Est. Cost $10.20 Unrealized
WESTERN ASSET INTER MUNI FD 0.0%
Value ($000) $93 Shares 11,699 Est. Cost $9.33 Unrealized
NUVEEN SELECT MAT MUN FD 0.0%
Value ($000) $92 Shares 10,000 Est. Cost $10.23 Unrealized
WHOLE EARTH BRANDS INC 0.0%
Value ($000) $23 Shares 281,277 Est. Cost $1.14 Unrealized
22ND CENTY GROUP INC 0.0%
Value ($000) $12 Shares 15,250 Est. Cost $0.82 Unrealized
ADAPY ADAPTIMMUNE THERAPEUTICS PLC 0.0%
Value ($000) $11 Shares 10,344 Est. Cost $1.06 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $0 Shares 20 Est. Cost $18.80 Unrealized +1.3%