Narwhal Capital Management Diversified Active

CIK: 0001461287 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 3, 2023

Total Value ($000): $850,784 (100.0% shares, 0.0% debt)

Holdings (170)

IVV ISHARES TR 7.3%
Value ($000) $62,208 Shares 139,570 Est. Cost $312.31 Unrealized
AAPL APPLE INC 6.5%
Value ($000) $55,157 Shares 284,361 Est. Cost $85.95 Unrealized +100.2%
MSFT MICROSOFT CORP 6.1%
Value ($000) $52,146 Shares 153,127 Est. Cost $69.09 Unrealized +344.7%
GOOG ALPHABET INC 4.0%
Value ($000) $33,968 Shares 280,796 Est. Cost $108.64 Unrealized +5.8%
VMC VULCAN MATLS CO 3.6%
Value ($000) $30,396 Shares 134,830 Est. Cost $57.81 Unrealized +225.1%
NVDA NVIDIA CORPORATION 2.8%
Value ($000) $23,804 Shares 56,271 Est. Cost $19.45 Unrealized +70.6%
IAU ISHARES GOLD TR 2.8%
Value ($000) $23,712 Shares 651,596 Est. Cost $33.75 Unrealized
AMZN AMAZON COM INC 2.8%
Value ($000) $23,464 Shares 179,994 Est. Cost $123.96 Unrealized -7.9%
UNH UNITEDHEALTH GROUP INC 2.5%
Value ($000) $21,200 Shares 44,109 Est. Cost $282.18 Unrealized +64.7%
JPM JPMORGAN CHASE & CO 2.2%
Value ($000) $18,350 Shares 126,169 Est. Cost $84.22 Unrealized +54.0%
HD HOME DEPOT INC 1.8%
Value ($000) $15,134 Shares 48,719 Est. Cost $177.36 Unrealized +55.8%
IVE ISHARES TR 1.7%
Value ($000) $14,157 Shares 87,830 Est. Cost $115.42 Unrealized
JNJ JOHNSON & JOHNSON 1.7%
Value ($000) $14,075 Shares 85,037 Est. Cost $105.38 Unrealized +41.3%
AXP AMERICAN EXPRESS CO 1.7%
Value ($000) $14,049 Shares 80,648 Est. Cost $105.25 Unrealized +48.4%
CSCO CISCO SYS INC 1.6%
Value ($000) $13,902 Shares 268,695 Est. Cost $42.95 Unrealized +6.0%
RTX RAYTHEON TECHNOLOGIES CORP 1.5%
Value ($000) $12,805 Shares 130,720 Est. Cost $72.36 Unrealized +27.5%
BLACKROCK INC 1.5%
Value ($000) $12,724 Shares 18,410 Est. Cost $567.45 Unrealized
PG PROCTER AND GAMBLE CO 1.5%
Value ($000) $12,719 Shares 83,820 Est. Cost $77.84 Unrealized +81.5%
NEE NEXTERA ENERGY INC 1.4%
Value ($000) $11,852 Shares 159,734 Est. Cost $65.85 Unrealized +6.3%
GS GOLDMAN SACHS GROUP INC 1.4%
Value ($000) $11,633 Shares 36,068 Est. Cost $237.33 Unrealized +29.7%
BLACKROCK MUN TARGET TERM TR 1.3%
Value ($000) $10,940 Shares 526,445 Est. Cost $24.55 Unrealized
PM PHILIP MORRIS INTL INC 1.2%
Value ($000) $10,575 Shares 108,329 Est. Cost $77.66 Unrealized +8.8%
LLY LILLY ELI & CO 1.2%
Value ($000) $10,351 Shares 22,071 Est. Cost $313.55 Unrealized +31.2%
ADI ANALOG DEVICES INC 1.1%
Value ($000) $9,252 Shares 47,492 Est. Cost $151.39 Unrealized +16.8%
DEO DIAGEO PLC 1.1%
Value ($000) $9,061 Shares 52,228 Est. Cost $154.92 Unrealized
XOM EXXON MOBIL CORP 1.1%
Value ($000) $9,021 Shares 84,114 Est. Cost $43.85 Unrealized +127.2%
COST COSTCO WHSL CORP NEW 1.0%
Value ($000) $8,895 Shares 16,521 Est. Cost $493.33 Unrealized -1.3%
PEP PEPSICO INC 1.0%
Value ($000) $8,869 Shares 47,886 Est. Cost $91.50 Unrealized +86.4%
NOC NORTHROP GRUMMAN CORP 1.0%
Value ($000) $8,866 Shares 19,452 Est. Cost $130.48 Unrealized +232.5%
HCA HCA HEALTHCARE INC 1.0%
Value ($000) $8,406 Shares 27,699 Est. Cost $208.39 Unrealized +30.6%
LHX L3HARRIS TECHNOLOGIES INC 1.0%
Value ($000) $8,106 Shares 41,408 Est. Cost $164.14 Unrealized +10.2%
ADBE ADOBE SYSTEMS INCORPORATED 0.9%
Value ($000) $7,864 Shares 16,083 Est. Cost $421.74 Unrealized -4.5%
IWF ISHARES TR 0.9%
Value ($000) $7,816 Shares 28,403 Est. Cost $149.21 Unrealized
LMT LOCKHEED MARTIN CORP 0.8%
Value ($000) $6,908 Shares 15,005 Est. Cost $205.97 Unrealized +109.5%
V VISA INC 0.8%
Value ($000) $6,787 Shares 28,578 Est. Cost $195.64 Unrealized +14.7%
NXRT NEXPOINT RESIDENTIAL TR INC 0.8%
Value ($000) $6,631 Shares 145,796 Est. Cost $40.42 Unrealized
PFE PFIZER INC 0.8%
Value ($000) $6,576 Shares 179,280 Est. Cost $29.62 Unrealized +12.2%
VLO VALERO ENERGY CORP 0.8%
Value ($000) $6,549 Shares 55,829 Est. Cost $88.26 Unrealized +21.4%
MRK MERCK & CO INC 0.7%
Value ($000) $6,260 Shares 54,252 Est. Cost $64.91 Unrealized +61.0%
META META PLATFORMS INC 0.7%
Value ($000) $6,209 Shares 21,636 Est. Cost $252.41 Unrealized -2.9%
DIS DISNEY WALT CO 0.7%
Value ($000) $6,175 Shares 69,163 Est. Cost $109.21 Unrealized -15.3%
GM GENERAL MTRS CO 0.7%
Value ($000) $5,841 Shares 151,466 Est. Cost $43.34 Unrealized -22.4%
CAT CATERPILLAR INC 0.7%
Value ($000) $5,737 Shares 23,315 Est. Cost $185.24 Unrealized +15.4%
CVX CHEVRON CORP NEW 0.7%
Value ($000) $5,622 Shares 35,732 Est. Cost $74.09 Unrealized +93.3%
GD GENERAL DYNAMICS CORP 0.7%
Value ($000) $5,543 Shares 25,763 Est. Cost $106.18 Unrealized +92.7%
NVS NOVARTIS AG 0.7%
Value ($000) $5,539 Shares 54,895 Est. Cost $87.90 Unrealized
CHAMPIONX CORPORATION 0.6%
Value ($000) $5,508 Shares 177,433 Est. Cost $20.81 Unrealized
BX BLACKSTONE INC 0.6%
Value ($000) $5,408 Shares 58,167 Est. Cost $65.30 Unrealized +22.7%
TMUS T-MOBILE US INC 0.6%
Value ($000) $5,241 Shares 37,729 Est. Cost $137.91 Unrealized -1.7%
NOV NOV INC 0.6%
Value ($000) $4,707 Shares 293,472 Est. Cost $14.65 Unrealized +11.3%
ENTG ENTEGRIS INC 0.6%
Value ($000) $4,688 Shares 42,301 Est. Cost $75.72 Unrealized +19.1%
DE DEERE & CO 0.5%
Value ($000) $4,568 Shares 11,274 Est. Cost $368.47 Unrealized -0.2%
TGT TARGET CORP 0.5%
Value ($000) $4,563 Shares 34,591 Est. Cost $92.77 Unrealized +45.5%
QCOM QUALCOMM INC 0.5%
Value ($000) $4,272 Shares 35,888 Est. Cost $97.54 Unrealized +11.0%
ELV ELEVANCE HEALTH INC 0.5%
Value ($000) $4,262 Shares 9,592 Est. Cost $107.54 Unrealized +311.6%
CVS CVS HEALTH CORP 0.5%
Value ($000) $4,088 Shares 59,132 Est. Cost $60.54 Unrealized +6.2%
IVW ISHARES TR 0.5%
Value ($000) $3,947 Shares 56,000 Est. Cost $92.88 Unrealized
NOW SERVICENOW INC 0.5%
Value ($000) $3,834 Shares 6,823 Est. Cost $87.46 Unrealized +14.3%
DIA SPDR DOW JONES INDL AVERAGE 0.4%
Value ($000) $3,810 Shares 11,080 Est. Cost $276.63 Unrealized
UNILEVER PLC 0.4%
Value ($000) $3,759 Shares 72,107 Est. Cost $48.58 Unrealized
QQQ INVESCO QQQ TR 0.4%
Value ($000) $3,683 Shares 9,970 Est. Cost $256.97 Unrealized
XLK SELECT SECTOR SPDR TR 0.4%
Value ($000) $3,660 Shares 21,049 Est. Cost $105.38 Unrealized
STZ CONSTELLATION BRANDS INC 0.4%
Value ($000) $3,503 Shares 14,233 Est. Cost $180.50 Unrealized +23.4%
ABT ABBOTT LABS 0.4%
Value ($000) $3,415 Shares 31,323 Est. Cost $66.07 Unrealized +53.6%
CP CANADIAN PACIFIC KANSAS CITY 0.4%
Value ($000) $3,338 Shares 41,330 Est. Cost $77.51 Unrealized 0.0%
BA BOEING CO 0.4%
Value ($000) $3,299 Shares 15,625 Est. Cost $193.11 Unrealized +7.6%
DVY ISHARES TR 0.3%
Value ($000) $2,923 Shares 25,799 Est. Cost $91.25 Unrealized
BWXT BWX TECHNOLOGIES INC 0.3%
Value ($000) $2,763 Shares 38,602 Est. Cost $61.27 Unrealized +4.0%
KMI KINDER MORGAN INC DEL 0.3%
Value ($000) $2,607 Shares 151,400 Est. Cost $12.36 Unrealized +19.6%
SGOL ABRDN GOLD ETF TRUST 0.3%
Value ($000) $2,603 Shares 141,701 Est. Cost $17.14 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $2,589 Shares 5 Est. Cost $201277.39 Unrealized +147.3%
SDY SPDR SER TR 0.3%
Value ($000) $2,581 Shares 21,055 Est. Cost $97.36 Unrealized
SBUX STARBUCKS CORP 0.3%
Value ($000) $2,535 Shares 25,591 Est. Cost $58.33 Unrealized +66.7%
MAGELLAN MIDSTREAM PRTNRS LP 0.3%
Value ($000) $2,176 Shares 34,924 Est. Cost $54.25 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $2,130 Shares 4,082 Est. Cost $555.04 Unrealized -3.6%
IJR ISHARES TR 0.2%
Value ($000) $2,071 Shares 20,787 Est. Cost $88.49 Unrealized
RMD RESMED INC 0.2%
Value ($000) $1,981 Shares 9,068 Est. Cost $217.42 Unrealized 0.0%
EXC EXELON CORP 0.2%
Value ($000) $1,922 Shares 47,183 Est. Cost $21.71 Unrealized +72.5%
JBHT HUNT J B TRANS SVCS INC 0.2%
Value ($000) $1,892 Shares 10,450 Est. Cost $163.91 Unrealized +3.4%
GLD SPDR GOLD TR 0.2%
Value ($000) $1,874 Shares 10,510 Est. Cost $167.08 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.2%
Value ($000) $1,807 Shares 12,656 Est. Cost $139.12 Unrealized -0.5%
DAL DELTA AIR LINES INC DEL 0.2%
Value ($000) $1,769 Shares 37,209 Est. Cost $27.00 Unrealized +32.9%
DGRW WISDOMTREE TR 0.2%
Value ($000) $1,702 Shares 25,530 Est. Cost $66.66 Unrealized
TAP MOLSON COORS BEVERAGE CO 0.2%
Value ($000) $1,643 Shares 24,960 Est. Cost $47.32 Unrealized +20.0%
LUV SOUTHWEST AIRLS CO 0.2%
Value ($000) $1,590 Shares 43,899 Est. Cost $42.10 Unrealized -29.9%
ADSK AUTODESK INC 0.2%
Value ($000) $1,584 Shares 7,741 Est. Cost $200.22 Unrealized -0.1%
T AT&T INC 0.2%
Value ($000) $1,491 Shares 93,500 Est. Cost $15.20 Unrealized -2.7%
NKE NIKE INC 0.2%
Value ($000) $1,461 Shares 13,236 Est. Cost $126.94 Unrealized -12.3%
CEG CONSTELLATION ENERGY CORP 0.2%
Value ($000) $1,433 Shares 15,658 Est. Cost $47.25 Unrealized +72.2%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $1,336 Shares 31,305 Est. Cost $40.45 Unrealized -6.9%
DINO HF SINCLAIR CORP 0.2%
Value ($000) $1,314 Shares 29,450 Est. Cost $30.32 Unrealized +28.5%
DISCOVER FINL SVCS 0.2%
Value ($000) $1,294 Shares 11,073 Est. Cost $111.81 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $1,284 Shares 5,784 Est. Cost $161.55 Unrealized +32.3%
VAW VANGUARD WORLD FDS 0.1%
Value ($000) $1,266 Shares 6,957 Est. Cost $163.52 Unrealized
WMT WALMART INC 0.1%
Value ($000) $1,219 Shares 7,757 Est. Cost $36.22 Unrealized +35.2%
MO ALTRIA GROUP INC 0.1%
Value ($000) $1,215 Shares 26,828 Est. Cost $25.62 Unrealized +42.7%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $1,188 Shares 31,944 Est. Cost $41.50 Unrealized -24.8%
BHP BHP GROUP LTD 0.1%
Value ($000) $1,161 Shares 19,450 Est. Cost $44.02 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,087 Shares 8,190 Est. Cost $135.85 Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $1,068 Shares 16,012 Est. Cost $78.49 Unrealized -13.3%
INTC INTEL CORP 0.1%
Value ($000) $1,015 Shares 30,341 Est. Cost $30.70 Unrealized +0.1%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,001 Shares 13,786 Est. Cost $72.62 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $978 Shares 4,780 Est. Cost $154.18 Unrealized +9.7%
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $907 Shares 13,856 Est. Cost $68.87 Unrealized
F FORD MTR CO DEL 0.1%
Value ($000) $880 Shares 58,164 Est. Cost $10.76 Unrealized -0.7%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $865 Shares 10,654 Est. Cost $70.25 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $859 Shares 32,600 Est. Cost $25.55 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $809 Shares 10,912 Est. Cost $74.55 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value ($000) $799 Shares 7,216 Est. Cost $117.85 Unrealized -17.9%
RIG TRANSOCEAN LTD 0.1%
Value ($000) $771 Shares 110,000 Est. Cost $3.24 Unrealized +90.6%
IWR ISHARES TR 0.1%
Value ($000) $748 Shares 10,247 Est. Cost $68.77 Unrealized
NUVEEN NEW YORK AMT QLT MUNI 0.1%
Value ($000) $742 Shares 71,717 Est. Cost $13.81 Unrealized
IJJ ISHARES TR 0.1%
Value ($000) $742 Shares 6,925 Est. Cost $99.65 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $724 Shares 2,770 Est. Cost $266.79 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $714 Shares 11,317 Est. Cost $53.00 Unrealized +19.8%
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $682 Shares 8,158 Est. Cost $82.88 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $665 Shares 11,038 Est. Cost $53.16 Unrealized +7.9%
ETR ENTERGY CORP NEW 0.1%
Value ($000) $633 Shares 6,500 Est. Cost $39.52 Unrealized +19.3%
IWM ISHARES TR 0.1%
Value ($000) $605 Shares 3,230 Est. Cost $192.38 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $591 Shares 52,000 Est. Cost $14.03 Unrealized
VIS VANGUARD WORLD FDS 0.1%
Value ($000) $575 Shares 2,800 Est. Cost $134.27 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $544 Shares 2,659 Est. Cost $212.68 Unrealized -12.1%
TSLA TESLA INC 0.1%
Value ($000) $539 Shares 2,060 Est. Cost $283.15 Unrealized -29.4%
TDV PROSHARES TR 0.1%
Value ($000) $529 Shares 7,990 Est. Cost $66.26 Unrealized
FDX FEDEX CORP 0.1%
Value ($000) $526 Shares 2,120 Est. Cost $155.01 Unrealized +39.4%
ORCL ORACLE CORP 0.1%
Value ($000) $516 Shares 4,331 Est. Cost $56.47 Unrealized +77.8%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $509 Shares 1,800 Est. Cost $112.97 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.1%
Value ($000) $505 Shares 6,218 Est. Cost $71.08 Unrealized +11.8%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $498 Shares 1,124 Est. Cost $398.24 Unrealized
EEM ISHARES TR 0.1%
Value ($000) $485 Shares 12,250 Est. Cost $37.55 Unrealized
VXF VANGUARD INDEX FDS 0.1%
Value ($000) $476 Shares 3,196 Est. Cost $76.10 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $467 Shares 4,625 Est. Cost $74.49 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $448 Shares 9,406 Est. Cost $47.56 Unrealized
NUVEEN MUNICIPAL CREDIT INC 0.1%
Value ($000) $444 Shares 38,082 Est. Cost $11.66 Unrealized
PROSHARES TR 0.0%
Value ($000) $416 Shares 22,000 Est. Cost $37.65 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $399 Shares 6,462 Est. Cost $49.59 Unrealized
IYE ISHARES TR 0.0%
Value ($000) $378 Shares 8,825 Est. Cost $29.12 Unrealized
KR KROGER CO 0.0%
Value ($000) $374 Shares 7,954 Est. Cost $45.00 Unrealized 0.0%
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $363 Shares 6,400 Est. Cost $55.70 Unrealized
NOBL PROSHARES TR 0.0%
Value ($000) $330 Shares 3,500 Est. Cost $94.28 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $324 Shares 6,252 Est. Cost $60.66 Unrealized -21.6%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $310 Shares 1,350 Est. Cost $197.04 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $292 Shares 7,190 Est. Cost $44.94 Unrealized
FIRST TR MTG INCOME FD 0.0%
Value ($000) $283 Shares 25,405 Est. Cost $11.24 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $281 Shares 6,756 Est. Cost $32.76 Unrealized +11.9%
SONY SONY GROUP CORPORATION 0.0%
Value ($000) $275 Shares 3,050 Est. Cost $108.45 Unrealized
BAC BANK AMERICA CORP 0.0%
Value ($000) $253 Shares 8,803 Est. Cost $25.68 Unrealized +3.7%
IJS ISHARES TR 0.0%
Value ($000) $239 Shares 2,516 Est. Cost $104.62 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $237 Shares 3,137 Est. Cost $78.76 Unrealized -12.0%
WORLD WRESTLING ENTMT INC 0.0%
Value ($000) $236 Shares 2,180 Est. Cost $108.47 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $232 Shares 4,496 Est. Cost $47.85 Unrealized
ITA ISHARES TR 0.0%
Value ($000) $229 Shares 1,960 Est. Cost $112.67 Unrealized
AOR ISHARES TR 0.0%
Value ($000) $216 Shares 4,200 Est. Cost $50.03 Unrealized
QRVO QORVO INC 0.0%
Value ($000) $212 Shares 2,080 Est. Cost $101.44 Unrealized -5.4%
GOOGL ALPHABET INC 0.0%
Value ($000) $211 Shares 1,760 Est. Cost $114.24 Unrealized 0.0%
IYH ISHARES TR 0.0%
Value ($000) $210 Shares 750 Est. Cost $283.71 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $207 Shares 1,925 Est. Cost $98.24 Unrealized
VONE VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $204 Shares 1,011 Est. Cost $201.56 Unrealized
TSN TYSON FOODS INC 0.0%
Value ($000) $201 Shares 3,935 Est. Cost $72.35 Unrealized -31.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $200 Shares 587 Est. Cost $326.37 Unrealized 0.0%
NUVEEN CORPORATE INCOME 2023 0.0%
Value ($000) $193 Shares 20,666 Est. Cost $9.93 Unrealized
NUVEEN NEW JERSEY QULT MUN F 0.0%
Value ($000) $135 Shares 11,789 Est. Cost $15.52 Unrealized
RIG TRANSOCEAN LTD 0.0%
Value ($000) $123 Shares 50,000 Est. Cost $3.24 Unrealized +90.6%
NUVEEN SELECT MAT MUN FD 0.0%
Value ($000) $90 Shares 10,000 Est. Cost $10.23 Unrealized
WESTERN ASSET INTER MUNI FD 0.0%
Value ($000) $88 Shares 11,608 Est. Cost $9.33 Unrealized
XPMAX PIONEER MUNICIPAL HIGH INCOM 0.0%
Value ($000) $87 Shares 11,012 Est. Cost $10.20 Unrealized
PERIMETER SOLUTIONS SA 0.0%
Value ($000) $74 Shares 12,112 Est. Cost $6.15 Unrealized
BP PRUDHOE BAY RTY TR 0.0%
Value ($000) $56 Shares 12,406 Est. Cost $14.14 Unrealized
WHOLE EARTH BRANDS INC 0.0%
Value ($000) $56 Shares 281,277 Est. Cost $1.14 Unrealized
ADAPY ADAPTIMMUNE THERAPEUTICS PLC 0.0%
Value ($000) $10 Shares 10,344 Est. Cost $1.06 Unrealized