NCM Capital Management, LLC Diversified Active

CIK: 0001907054 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 18, 2025

Total Value ($000): $221,930 (100.0% shares, 0.0% debt)

Holdings (170)

NVDA NVIDIA CORPORATION 8.6%
Value ($000) $19,014 Shares 141,588 Est. Cost $93.92 Unrealized +46.7%
DIVO AMPLIFY ETF TR 5.2%
Value ($000) $11,562 Shares 285,624 Est. Cost $30.75 Unrealized
TPL TEXAS PACIFIC LAND CORPORATI 5.1%
Value ($000) $11,212 Shares 10,138 Est. Cost $160.63 Unrealized +152.7%
AAPL APPLE INC 4.2%
Value ($000) $9,246 Shares 36,922 Est. Cost $167.19 Unrealized +40.3%
MSFT MICROSOFT CORP 3.3%
Value ($000) $7,246 Shares 17,190 Est. Cost $311.34 Unrealized +35.7%
JEPI J P MORGAN EXCHANGE TRADED F 3.2%
Value ($000) $7,205 Shares 125,241 Est. Cost $46.79 Unrealized
AVUV AMERICAN CENTY ETF TR 2.9%
Value ($000) $6,491 Shares 67,247 Est. Cost $67.32 Unrealized
SCHD SCHWAB STRATEGIC TR 2.8%
Value ($000) $6,276 Shares 229,713 Est. Cost $42.54 Unrealized
VUG VANGUARD INDEX FDS 2.6%
Value ($000) $5,747 Shares 14,001 Est. Cost $260.11 Unrealized
JPM JPMORGAN CHASE & CO. 2.5%
Value ($000) $5,463 Shares 22,790 Est. Cost $147.56 Unrealized +54.5%
TCAF T ROWE PRICE ETF INC 1.9%
Value ($000) $4,276 Shares 128,516 Est. Cost $30.54 Unrealized
VIGI VANGUARD WHITEHALL FDS 1.9%
Value ($000) $4,224 Shares 52,811 Est. Cost $45.34 Unrealized
GOOGL ALPHABET INC 1.7%
Value ($000) $3,759 Shares 19,860 Est. Cost $119.75 Unrealized +45.4%
INFL LISTED FD TR 1.5%
Value ($000) $3,253 Shares 85,414 Est. Cost $18.51 Unrealized
VTI VANGUARD INDEX FDS 1.2%
Value ($000) $2,564 Shares 8,846 Est. Cost $264.66 Unrealized
COWZ PACER FDS TR 1.0%
Value ($000) $2,259 Shares 39,998 Est. Cost $26.11 Unrealized
TLTW ISHARES TR 1.0%
Value ($000) $2,169 Shares 92,215 Est. Cost $21.15 Unrealized
LLY ELI LILLY & CO 1.0%
Value ($000) $2,151 Shares 2,786 Est. Cost $401.81 Unrealized +104.4%
VHT VANGUARD WORLD FD 0.9%
Value ($000) $2,101 Shares 8,280 Est. Cost $266.24 Unrealized
XOM EXXON MOBIL CORP 0.9%
Value ($000) $2,037 Shares 18,939 Est. Cost $61.39 Unrealized +83.0%
HD HOME DEPOT INC 0.9%
Value ($000) $2,026 Shares 5,208 Est. Cost $342.03 Unrealized +16.1%
MMM 3M CO 0.9%
Value ($000) $1,947 Shares 15,080 Est. Cost $110.94 Unrealized +15.7%
RSP INVESCO EXCHANGE TRADED FD T 0.9%
Value ($000) $1,917 Shares 10,940 Est. Cost $162.77 Unrealized
MRK MERCK & CO INC 0.8%
Value ($000) $1,849 Shares 18,591 Est. Cost $75.18 Unrealized +31.3%
AMZN AMAZON COM INC 0.8%
Value ($000) $1,773 Shares 8,084 Est. Cost $132.11 Unrealized +54.9%
DVY ISHARES TR 0.8%
Value ($000) $1,722 Shares 13,118 Est. Cost $122.62 Unrealized
XLU SELECT SECTOR SPDR TR 0.7%
Value ($000) $1,602 Shares 21,159 Est. Cost $62.12 Unrealized
QQQ INVESCO QQQ TR 0.7%
Value ($000) $1,523 Shares 2,979 Est. Cost $331.89 Unrealized
HDV ISHARES TR 0.7%
Value ($000) $1,504 Shares 13,396 Est. Cost $99.96 Unrealized
NEE NEXTERA ENERGY INC 0.7%
Value ($000) $1,504 Shares 20,973 Est. Cost $73.84 Unrealized +1.6%
IYW ISHARES TR 0.7%
Value ($000) $1,493 Shares 9,361 Est. Cost $74.29 Unrealized
IVV ISHARES TR 0.6%
Value ($000) $1,403 Shares 2,384 Est. Cost $552.78 Unrealized
GDX VANECK ETF TRUST 0.6%
Value ($000) $1,399 Shares 41,257 Est. Cost $32.04 Unrealized
ACIO ETF SER SOLUTIONS 0.6%
Value ($000) $1,397 Shares 34,710 Est. Cost $40.06 Unrealized
ABBV ABBVIE INC 0.6%
Value ($000) $1,368 Shares 7,698 Est. Cost $101.71 Unrealized +74.4%
QCOM QUALCOMM INC 0.6%
Value ($000) $1,366 Shares 8,892 Est. Cost $147.02 Unrealized +8.5%
VLUE ISHARES TR 0.6%
Value ($000) $1,354 Shares 12,818 Est. Cost $107.86 Unrealized
BAC BANK AMERICA CORP 0.6%
Value ($000) $1,340 Shares 30,483 Est. Cost $40.80 Unrealized +5.0%
HON HONEYWELL INTL INC 0.6%
Value ($000) $1,327 Shares 5,876 Est. Cost $184.65 Unrealized +10.3%
IBM INTERNATIONAL BUSINESS MACHS 0.6%
Value ($000) $1,276 Shares 5,806 Est. Cost $131.17 Unrealized +64.9%
XLK SELECT SECTOR SPDR TR 0.6%
Value ($000) $1,262 Shares 5,426 Est. Cost $170.69 Unrealized
DGRO ISHARES TR 0.6%
Value ($000) $1,234 Shares 20,125 Est. Cost $44.50 Unrealized
BX BLACKSTONE INC 0.6%
Value ($000) $1,224 Shares 7,098 Est. Cost $101.57 Unrealized +66.2%
BMY BRISTOL-MYERS SQUIBB CO 0.6%
Value ($000) $1,223 Shares 21,626 Est. Cost $46.68 Unrealized +12.6%
MS MORGAN STANLEY 0.5%
Value ($000) $1,206 Shares 9,589 Est. Cost $86.59 Unrealized +38.0%
IJH ISHARES TR 0.5%
Value ($000) $1,205 Shares 19,339 Est. Cost $79.39 Unrealized
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $1,186 Shares 7,076 Est. Cost $145.71 Unrealized +13.7%
ETN EATON CORP PLC 0.5%
Value ($000) $1,178 Shares 3,549 Est. Cost $164.78 Unrealized +110.7%
MDY SPDR S&P MIDCAP 400 ETF TR 0.5%
Value ($000) $1,132 Shares 1,988 Est. Cost $501.87 Unrealized
IEFA ISHARES TR 0.5%
Value ($000) $1,119 Shares 15,925 Est. Cost $72.48 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.5%
Value ($000) $1,105 Shares 12,374 Est. Cost $82.82 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.5%
Value ($000) $1,045 Shares 8,654 Est. Cost $139.99 Unrealized +2.8%
MCD MCDONALDS CORP 0.5%
Value ($000) $1,037 Shares 3,577 Est. Cost $229.60 Unrealized +26.4%
DIS DISNEY WALT CO 0.5%
Value ($000) $1,018 Shares 9,142 Est. Cost $120.50 Unrealized -14.1%
JMST J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $937 Shares 18,480 Est. Cost $50.76 Unrealized
GILD GILEAD SCIENCES INC 0.4%
Value ($000) $937 Shares 10,142 Est. Cost $59.07 Unrealized +47.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $919 Shares 2,028 Est. Cost $288.46 Unrealized +60.1%
IWM ISHARES TR 0.4%
Value ($000) $919 Shares 4,160 Est. Cost $200.11 Unrealized
VYM VANGUARD WHITEHALL FDS 0.4%
Value ($000) $913 Shares 7,156 Est. Cost $127.59 Unrealized
CVX CHEVRON CORP NEW 0.4%
Value ($000) $905 Shares 6,250 Est. Cost $102.79 Unrealized +41.6%
JEPQ J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $886 Shares 15,721 Est. Cost $12.53 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $881 Shares 6,093 Est. Cost $144.91 Unrealized +3.2%
RTX RTX CORPORATION 0.4%
Value ($000) $841 Shares 7,265 Est. Cost $118.27 Unrealized 0.0%
HELO J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $829 Shares 13,367 Est. Cost $58.35 Unrealized
PFE PFIZER INC 0.4%
Value ($000) $829 Shares 31,255 Est. Cost $37.96 Unrealized -33.8%
PEP PEPSICO INC 0.4%
Value ($000) $814 Shares 5,352 Est. Cost $147.22 Unrealized +6.3%
BUG GLOBAL X FDS 0.4%
Value ($000) $801 Shares 24,972 Est. Cost $9.78 Unrealized
NKE NIKE INC 0.4%
Value ($000) $788 Shares 10,418 Est. Cost $154.55 Unrealized -50.5%
WM WASTE MGMT INC DEL 0.3%
Value ($000) $754 Shares 3,737 Est. Cost $150.67 Unrealized +40.1%
XLP SELECT SECTOR SPDR TR 0.3%
Value ($000) $752 Shares 9,571 Est. Cost $75.11 Unrealized
AVES AMERICAN CENTY ETF TR 0.3%
Value ($000) $747 Shares 16,167 Est. Cost $40.42 Unrealized
CAT CATERPILLAR INC 0.3%
Value ($000) $745 Shares 2,055 Est. Cost $186.69 Unrealized +104.5%
ACN ACCENTURE PLC IRELAND 0.3%
Value ($000) $745 Shares 2,117 Est. Cost $341.98 Unrealized +3.7%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $735 Shares 18,390 Est. Cost $38.97 Unrealized +1.1%
SHY ISHARES TR 0.3%
Value ($000) $735 Shares 8,962 Est. Cost $73.69 Unrealized
IVW ISHARES TR 0.3%
Value ($000) $731 Shares 7,200 Est. Cost $81.05 Unrealized
TPH TRI POINTE HOMES INC 0.3%
Value ($000) $729 Shares 20,100 Est. Cost $27.64 Unrealized +50.8%
GLW CORNING INC 0.3%
Value ($000) $700 Shares 14,725 Est. Cost $33.35 Unrealized +39.0%
QUAL ISHARES TR 0.3%
Value ($000) $684 Shares 3,839 Est. Cost $134.64 Unrealized
INTC INTEL CORP 0.3%
Value ($000) $681 Shares 33,960 Est. Cost $36.11 Unrealized -37.6%
VTV VANGUARD INDEX FDS 0.3%
Value ($000) $678 Shares 4,002 Est. Cost $147.10 Unrealized
BA BOEING CO 0.3%
Value ($000) $676 Shares 3,818 Est. Cost $202.78 Unrealized -22.6%
WRB BERKLEY W R CORP 0.3%
Value ($000) $659 Shares 11,259 Est. Cost $40.28 Unrealized +43.7%
DFAT DIMENSIONAL ETF TRUST 0.3%
Value ($000) $657 Shares 11,809 Est. Cost $47.51 Unrealized
AMGN AMGEN INC 0.3%
Value ($000) $635 Shares 2,437 Est. Cost $185.15 Unrealized +54.5%
FCTE ETF OPPORTUNITIES TRUST 0.3%
Value ($000) $629 Shares 24,250 Est. Cost $26.54 Unrealized
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $621 Shares 1,277 Est. Cost $361.00 Unrealized +46.0%
WEN WENDYS CO 0.3%
Value ($000) $614 Shares 37,695 Est. Cost $21.16 Unrealized -13.8%
VDC VANGUARD WORLD FD 0.3%
Value ($000) $603 Shares 2,855 Est. Cost $200.00 Unrealized
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $589 Shares 1,094 Est. Cost $538.81 Unrealized
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $571 Shares 975 Est. Cost $243.65 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.3%
Value ($000) $570 Shares 9,450 Est. Cost $61.34 Unrealized -1.7%
WPM WHEATON PRECIOUS METALS CORP 0.3%
Value ($000) $570 Shares 10,127 Est. Cost $39.49 Unrealized +56.0%
LOW LOWES COS INC 0.3%
Value ($000) $563 Shares 2,279 Est. Cost $213.63 Unrealized +22.4%
VNQ VANGUARD INDEX FDS 0.3%
Value ($000) $561 Shares 6,293 Est. Cost $113.74 Unrealized
IWD ISHARES TR 0.3%
Value ($000) $558 Shares 3,016 Est. Cost $165.30 Unrealized
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $556 Shares 4,410 Est. Cost $149.78 Unrealized -18.3%
WY WEYERHAEUSER CO MTN BE 0.2%
Value ($000) $554 Shares 19,691 Est. Cost $31.98 Unrealized -5.9%
CSCO CISCO SYS INC 0.2%
Value ($000) $542 Shares 9,156 Est. Cost $49.61 Unrealized +11.6%
WMT WALMART INC 0.2%
Value ($000) $541 Shares 5,992 Est. Cost $52.87 Unrealized +62.3%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $534 Shares 2,850 Est. Cost $172.01 Unrealized +12.3%
GM GENERAL MTRS CO 0.2%
Value ($000) $525 Shares 9,860 Est. Cost $56.36 Unrealized -8.2%
GOOG ALPHABET INC 0.2%
Value ($000) $522 Shares 2,742 Est. Cost $175.67 Unrealized 0.0%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.2%
Value ($000) $512 Shares 6,923 Est. Cost $63.17 Unrealized
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $508 Shares 2,238 Est. Cost $223.48 Unrealized +0.8%
PSEP INNOVATOR ETFS TRUST 0.2%
Value ($000) $506 Shares 12,954 Est. Cost $29.29 Unrealized
CVS CVS HEALTH CORP 0.2%
Value ($000) $504 Shares 11,225 Est. Cost $63.09 Unrealized -15.0%
ABT ABBOTT LABS 0.2%
Value ($000) $498 Shares 4,400 Est. Cost $118.65 Unrealized -4.5%
GLD SPDR GOLD TR 0.2%
Value ($000) $477 Shares 1,970 Est. Cost $175.29 Unrealized
BND VANGUARD BD INDEX FDS 0.2%
Value ($000) $472 Shares 6,563 Est. Cost $71.91 Unrealized
CSX CSX CORP 0.2%
Value ($000) $466 Shares 14,446 Est. Cost $33.29 Unrealized +1.2%
IWS ISHARES TR 0.2%
Value ($000) $440 Shares 3,400 Est. Cost $120.72 Unrealized
DXJ WISDOMTREE TR 0.2%
Value ($000) $438 Shares 3,973 Est. Cost $62.47 Unrealized
FELC FIDELITY COVINGTON TRUST 0.2%
Value ($000) $438 Shares 13,286 Est. Cost $26.58 Unrealized
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $434 Shares 4,029 Est. Cost $86.40 Unrealized +25.9%
MUB ISHARES TR 0.2%
Value ($000) $430 Shares 4,039 Est. Cost $111.86 Unrealized
DFUV DIMENSIONAL ETF TRUST 0.2%
Value ($000) $428 Shares 10,465 Est. Cost $31.63 Unrealized
IWR ISHARES TR 0.2%
Value ($000) $420 Shares 4,752 Est. Cost $63.26 Unrealized
IJR ISHARES TR 0.2%
Value ($000) $419 Shares 3,637 Est. Cost $111.29 Unrealized
T AT&T INC 0.2%
Value ($000) $418 Shares 18,354 Est. Cost $14.77 Unrealized +45.7%
KNG FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $413 Shares 8,235 Est. Cost $50.58 Unrealized
META META PLATFORMS INC 0.2%
Value ($000) $409 Shares 699 Est. Cost $259.31 Unrealized +125.5%
IJK ISHARES TR 0.2%
Value ($000) $398 Shares 4,378 Est. Cost $85.30 Unrealized
AVGO BROADCOM INC 0.2%
Value ($000) $385 Shares 1,659 Est. Cost $155.69 Unrealized +17.5%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $378 Shares 413 Est. Cost $532.21 Unrealized +73.4%
FBND FIDELITY MERRIMACK STR TR 0.2%
Value ($000) $377 Shares 8,413 Est. Cost $46.74 Unrealized
NUVEEN NEW JERSEY QULT MUN F 0.2%
Value ($000) $377 Shares 31,007 Est. Cost $13.50 Unrealized
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $369 Shares 2,683 Est. Cost $138.65 Unrealized
OMFL INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $358 Shares 6,600 Est. Cost $50.63 Unrealized
VIS VANGUARD WORLD FD 0.2%
Value ($000) $357 Shares 1,405 Est. Cost $202.77 Unrealized
ESGV VANGUARD WORLD FD 0.2%
Value ($000) $350 Shares 3,341 Est. Cost $104.89 Unrealized
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $346 Shares 605 Est. Cost $321.56 Unrealized +69.4%
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $345 Shares 1,761 Est. Cost $137.31 Unrealized
XBI SPDR SER TR 0.2%
Value ($000) $339 Shares 3,766 Est. Cost $110.67 Unrealized
MOO VANECK ETF TRUST 0.1%
Value ($000) $331 Shares 5,126 Est. Cost $94.43 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $324 Shares 6,700 Est. Cost $43.56 Unrealized
DFEV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $320 Shares 12,200 Est. Cost $28.13 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $315 Shares 5,281 Est. Cost $57.49 Unrealized +10.6%
AVDV AMERICAN CENTY ETF TR 0.1%
Value ($000) $302 Shares 4,643 Est. Cost $69.85 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.1%
Value ($000) $297 Shares 3,512 Est. Cost $57.28 Unrealized +48.9%
VXF VANGUARD INDEX FDS 0.1%
Value ($000) $292 Shares 1,537 Est. Cost $6.32 Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $285 Shares 3,343 Est. Cost $191.44 Unrealized -56.2%
KO COCA COLA CO 0.1%
Value ($000) $283 Shares 4,549 Est. Cost $50.50 Unrealized +24.9%
CACI CACI INTL INC 0.1%
Value ($000) $283 Shares 700 Est. Cost $291.64 Unrealized +67.1%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $274 Shares 3,250 Est. Cost $57.76 Unrealized +75.3%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $267 Shares 2,035 Est. Cost $115.12 Unrealized +13.0%
UNP UNION PAC CORP 0.1%
Value ($000) $266 Shares 1,165 Est. Cost $215.02 Unrealized +7.1%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $261 Shares 1,432 Est. Cost $173.33 Unrealized +9.0%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $258 Shares 495 Est. Cost $523.19 Unrealized +4.7%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $256 Shares 2,987 Est. Cost $11.51 Unrealized
CGW INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $253 Shares 4,659 Est. Cost $60.68 Unrealized
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $248 Shares 4,600 Est. Cost $44.19 Unrealized +16.1%
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $247 Shares 4,192 Est. Cost $58.93 Unrealized
IBB ISHARES TR 0.1%
Value ($000) $247 Shares 1,865 Est. Cost $152.85 Unrealized
USMV ISHARES TR 0.1%
Value ($000) $242 Shares 2,727 Est. Cost $78.03 Unrealized
URI UNITED RENTALS INC 0.1%
Value ($000) $232 Shares 329 Est. Cost $631.12 Unrealized +27.5%
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $229 Shares 4,548 Est. Cost $50.37 Unrealized
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $225 Shares 2,918 Est. Cost $77.40 Unrealized
ABNB AIRBNB INC 0.1%
Value ($000) $223 Shares 1,700 Est. Cost $114.18 Unrealized +18.0%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $223 Shares 763 Est. Cost $234.26 Unrealized +22.9%
MTUM ISHARES TR 0.1%
Value ($000) $216 Shares 1,044 Est. Cost $188.17 Unrealized
DHR DANAHER CORPORATION 0.1%
Value ($000) $216 Shares 939 Est. Cost $228.07 Unrealized +7.0%
CRM SALESFORCE INC 0.1%
Value ($000) $214 Shares 641 Est. Cost $316.76 Unrealized 0.0%
DE DEERE & CO 0.1%
Value ($000) $207 Shares 489 Est. Cost $369.25 Unrealized +12.1%
GE GE AEROSPACE 0.1%
Value ($000) $205 Shares 1,231 Est. Cost $169.18 Unrealized +4.7%
VSGX VANGUARD WORLD FD 0.1%
Value ($000) $204 Shares 3,604 Est. Cost $56.70 Unrealized
PAVE GLOBAL X FDS 0.1%
Value ($000) $202 Shares 5,006 Est. Cost $41.16 Unrealized
PGR PROGRESSIVE CORP 0.1%
Value ($000) $201 Shares 840 Est. Cost $214.15 Unrealized +8.3%
DOUBLELINE INCOME SOLUTIONS 0.1%
Value ($000) $175 Shares 13,930 Est. Cost $16.13 Unrealized
F FORD MTR CO 0.0%
Value ($000) $109 Shares 11,046 Est. Cost $9.87 Unrealized 0.0%