Painted Porch Advisors LLC Diversified Active

Location: SANTA BARBARA, CA

CIK: 0002024585 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Oct 22, 2024

Total Value ($000): $163,625 (100.0% shares, 0.0% debt)

Holdings (64)

BRK/B BERKSHIRE HATHAWAY INC DEL 17.4%
Value ($000) $28,548 Shares 67,887 Est. Cost $353.23 Unrealized +11.4%
IJR ISHARES TR 11.2%
Value ($000) $18,377 Shares 166,280 Est. Cost $108.52 Unrealized
EFA ISHARES TR 10.3%
Value ($000) $16,821 Shares 210,633 Est. Cost $75.78 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 9.8%
Value ($000) $15,966 Shares 242,385 Est. Cost $63.08 Unrealized
V VISA INC 6.5%
Value ($000) $10,590 Shares 37,945 Est. Cost $242.67 Unrealized +12.2%
XSLV INVESCO EXCH TRADED FD TR II 5.2%
Value ($000) $8,589 Shares 194,282 Est. Cost $44.16 Unrealized
AAPL APPLE INC 4.8%
Value ($000) $7,899 Shares 46,065 Est. Cost $182.38 Unrealized -1.2%
VTI VANGUARD INDEX FDS 3.5%
Value ($000) $5,724 Shares 22,024 Est. Cost $258.16 Unrealized
ARES ARES MANAGEMENT CORPORATION 2.5%
Value ($000) $4,069 Shares 30,597 Est. Cost $121.35 Unrealized 0.0%
CVX CHEVRON CORP NEW 1.8%
Value ($000) $2,917 Shares 18,490 Est. Cost $137.80 Unrealized +0.9%
PG PROCTER AND GAMBLE CO 1.7%
Value ($000) $2,778 Shares 17,122 Est. Cost $140.91 Unrealized +6.4%
MSFT MICROSOFT CORP 1.4%
Value ($000) $2,370 Shares 5,632 Est. Cost $356.07 Unrealized +12.1%
BDX BECTON DICKINSON & CO 1.4%
Value ($000) $2,316 Shares 9,358 Est. Cost $236.24 Unrealized -2.4%
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $2,297 Shares 14,521 Est. Cost $143.59 Unrealized +4.6%
PEP PEPSICO INC 1.3%
Value ($000) $2,196 Shares 12,546 Est. Cost $153.99 Unrealized +2.1%
IVV ISHARES TR 1.1%
Value ($000) $1,851 Shares 3,521 Est. Cost $486.13 Unrealized
WMT WALMART INC 1.1%
Value ($000) $1,838 Shares 30,549 Est. Cost $54.61 Unrealized +2.6%
VTV VANGUARD INDEX FDS 1.1%
Value ($000) $1,805 Shares 11,085 Est. Cost $156.22 Unrealized
EMR EMERSON ELEC CO 1.1%
Value ($000) $1,770 Shares 15,610 Est. Cost $88.59 Unrealized +12.2%
KO COCA COLA CO 1.0%
Value ($000) $1,658 Shares 27,097 Est. Cost $53.26 Unrealized +6.5%
UNP UNION PAC CORP 0.9%
Value ($000) $1,427 Shares 5,802 Est. Cost $209.24 Unrealized +12.6%
AMGN AMGEN INC 0.9%
Value ($000) $1,403 Shares 4,934 Est. Cost $255.35 Unrealized +8.1%
YUM YUM BRANDS INC 0.9%
Value ($000) $1,393 Shares 10,048 Est. Cost $119.86 Unrealized +7.4%
IDXX IDEXX LABS INC 0.7%
Value ($000) $1,161 Shares 2,150 Est. Cost $469.47 Unrealized +16.4%
ADBE ADOBE INC 0.7%
Value ($000) $1,142 Shares 2,263 Est. Cost $576.55 Unrealized -0.6%
RYN RAYONIER INC 0.5%
Value ($000) $871 Shares 26,200 Est. Cost $33.41 Unrealized
COP CONOCOPHILLIPS 0.5%
Value ($000) $813 Shares 6,389 Est. Cost $109.57 Unrealized -1.8%
AON AON PLC 0.5%
Value ($000) $800 Shares 2,397 Est. Cost $315.32 Unrealized -2.9%
VBR VANGUARD INDEX FDS 0.5%
Value ($000) $747 Shares 3,893 Est. Cost $179.97 Unrealized
ECL ECOLAB INC 0.5%
Value ($000) $739 Shares 3,200 Est. Cost $175.85 Unrealized +18.2%
APD AIR PRODS & CHEMS INC 0.4%
Value ($000) $718 Shares 2,965 Est. Cost $259.21 Unrealized -10.3%
SJM SMUCKER J M CO 0.4%
Value ($000) $716 Shares 5,685 Est. Cost $107.71 Unrealized +9.3%
LIN LINDE PLC 0.4%
Value ($000) $711 Shares 1,531 Est. Cost $385.84 Unrealized +9.5%
NVO NOVO-NORDISK A S 0.4%
Value ($000) $651 Shares 5,068 Est. Cost $103.73 Unrealized
GOOGL ALPHABET INC 0.4%
Value ($000) $611 Shares 4,048 Est. Cost $138.10 Unrealized +2.8%
NUSC NUSHARES ETF TR 0.3%
Value ($000) $552 Shares 13,265 Est. Cost $40.23 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.3%
Value ($000) $519 Shares 1,722 Est. Cost $228.27 Unrealized +17.2%
EAGG ISHARES TR 0.3%
Value ($000) $509 Shares 10,821 Est. Cost $47.06 Unrealized
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $462 Shares 959 Est. Cost $423.67 Unrealized +6.8%
DE DEERE & CO 0.3%
Value ($000) $452 Shares 1,100 Est. Cost $372.54 Unrealized 0.0%
CHRD CHORD ENERGY CORPORATION 0.3%
Value ($000) $446 Shares 2,500 Est. Cost $143.84 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $436 Shares 834 Est. Cost $491.26 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $412 Shares 3,548 Est. Cost $97.67 Unrealized +0.4%
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $391 Shares 433 Est. Cost $72.44 Unrealized 0.0%
QUAL ISHARES TR 0.2%
Value ($000) $376 Shares 2,285 Est. Cost $164.35 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $374 Shares 2,071 Est. Cost $166.93 Unrealized 0.0%
TEAM ATLASSIAN CORPORATION 0.2%
Value ($000) $354 Shares 1,812 Est. Cost $218.06 Unrealized 0.0%
FDX FEDEX CORP 0.2%
Value ($000) $351 Shares 1,211 Est. Cost $242.01 Unrealized -0.9%
ABBV ABBVIE INC 0.2%
Value ($000) $303 Shares 1,664 Est. Cost $135.72 Unrealized +19.4%
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $276 Shares 2,135 Est. Cost $111.21 Unrealized +2.6%
NFLX NETFLIX INC 0.2%
Value ($000) $272 Shares 448 Est. Cost $56.38 Unrealized 0.0%
TGT TARGET CORP 0.2%
Value ($000) $258 Shares 1,458 Est. Cost $142.02 Unrealized 0.0%
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $255 Shares 1,000 Est. Cost $200.12 Unrealized +18.8%
WELL WELLTOWER INC 0.1%
Value ($000) $245 Shares 2,623 Est. Cost $83.03 Unrealized +5.0%
MNKD MANNKIND CORP 0.1%
Value ($000) $242 Shares 53,432 Est. Cost $3.93 Unrealized 0.0%
RMD RESMED INC 0.1%
Value ($000) $226 Shares 1,139 Est. Cost $180.21 Unrealized 0.0%
HD HOME DEPOT INC 0.1%
Value ($000) $216 Shares 562 Est. Cost $348.54 Unrealized 0.0%
LLY ELI LILLY & CO 0.1%
Value ($000) $212 Shares 272 Est. Cost $702.49 Unrealized 0.0%
MRK MERCK & CO INC 0.1%
Value ($000) $211 Shares 1,601 Est. Cost $115.77 Unrealized 0.0%
IJS ISHARES TR 0.1%
Value ($000) $208 Shares 2,028 Est. Cost $103.07 Unrealized
EWBC EAST WEST BANCORP INC 0.1%
Value ($000) $206 Shares 2,603 Est. Cost $69.37 Unrealized 0.0%
GOOG ALPHABET INC 0.1%
Value ($000) $205 Shares 1,346 Est. Cost $143.27 Unrealized 0.0%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $201 Shares 963 Est. Cost $192.48 Unrealized
NWBI NORTHWEST BANCSHARES INC MD 0.1%
Value ($000) $176 Shares 15,125 Est. Cost $9.68 Unrealized +7.1%