NCM Capital Management, LLC Diversified Active

CIK: 0001907054 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 14, 2025

Total Value ($000): $222,380 (100.0% shares, 0.0% debt)

Holdings (171)

NVDA NVIDIA CORPORATION 7.1%
Value ($000) $15,752 Shares 145,344 Est. Cost $94.76 Unrealized +33.7%
TPL TEXAS PACIFIC LAND CORPORATI 6.0%
Value ($000) $13,320 Shares 10,053 Est. Cost $160.63 Unrealized +176.0%
DIVO AMPLIFY ETF TR 5.3%
Value ($000) $11,735 Shares 287,824 Est. Cost $30.75 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 3.5%
Value ($000) $7,789 Shares 136,307 Est. Cost $47.63 Unrealized
SCHD SCHWAB STRATEGIC TR 3.0%
Value ($000) $6,686 Shares 239,114 Est. Cost $41.96 Unrealized
MSFT MICROSOFT CORP 3.0%
Value ($000) $6,587 Shares 17,546 Est. Cost $313.25 Unrealized +29.3%
AAPL APPLE INC 2.9%
Value ($000) $6,560 Shares 29,531 Est. Cost $167.19 Unrealized +38.0%
AVUV AMERICAN CENTY ETF TR 2.7%
Value ($000) $6,010 Shares 68,942 Est. Cost $67.81 Unrealized
JPM JPMORGAN CHASE & CO. 2.5%
Value ($000) $5,558 Shares 22,659 Est. Cost $147.56 Unrealized +70.0%
VUG VANGUARD INDEX FDS 2.4%
Value ($000) $5,413 Shares 14,596 Est. Cost $264.63 Unrealized
TCAF T ROWE PRICE ETF INC 2.2%
Value ($000) $4,839 Shares 149,902 Est. Cost $30.79 Unrealized
VIGI VANGUARD WHITEHALL FDS 2.0%
Value ($000) $4,428 Shares 53,392 Est. Cost $45.75 Unrealized
INFL LISTED FD TR 1.7%
Value ($000) $3,779 Shares 92,963 Est. Cost $20.31 Unrealized
GOOGL ALPHABET INC 1.4%
Value ($000) $3,141 Shares 20,311 Est. Cost $121.10 Unrealized +49.2%
LLY ELI LILLY & CO 1.1%
Value ($000) $2,454 Shares 2,971 Est. Cost $428.27 Unrealized +93.0%
VTI VANGUARD INDEX FDS 1.1%
Value ($000) $2,431 Shares 8,846 Est. Cost $264.66 Unrealized
JMST J P MORGAN EXCHANGE TRADED F 1.0%
Value ($000) $2,284 Shares 44,915 Est. Cost $50.81 Unrealized
COWZ PACER FDS TR 1.0%
Value ($000) $2,222 Shares 40,578 Est. Cost $26.52 Unrealized
XOM EXXON MOBIL CORP 1.0%
Value ($000) $2,205 Shares 18,539 Est. Cost $61.39 Unrealized +74.6%
VHT VANGUARD WORLD FD 1.0%
Value ($000) $2,192 Shares 8,280 Est. Cost $266.24 Unrealized
MMM 3M CO 1.0%
Value ($000) $2,145 Shares 14,605 Est. Cost $110.94 Unrealized +30.3%
HD HOME DEPOT INC 0.9%
Value ($000) $1,909 Shares 5,208 Est. Cost $342.03 Unrealized +11.3%
GDX VANECK ETF TRUST 0.8%
Value ($000) $1,887 Shares 41,057 Est. Cost $32.04 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.8%
Value ($000) $1,828 Shares 10,550 Est. Cost $162.77 Unrealized
DVY ISHARES TR 0.8%
Value ($000) $1,768 Shares 13,168 Est. Cost $122.62 Unrealized
XLU SELECT SECTOR SPDR TR 0.8%
Value ($000) $1,747 Shares 22,152 Est. Cost $62.87 Unrealized
ACIO ETF SER SOLUTIONS 0.8%
Value ($000) $1,705 Shares 44,060 Est. Cost $39.77 Unrealized
MRK MERCK & CO INC 0.8%
Value ($000) $1,669 Shares 18,591 Est. Cost $75.18 Unrealized +19.9%
HDV ISHARES TR 0.7%
Value ($000) $1,623 Shares 13,398 Est. Cost $99.96 Unrealized
ABBV ABBVIE INC 0.7%
Value ($000) $1,613 Shares 7,698 Est. Cost $101.71 Unrealized +86.2%
AMZN AMAZON COM INC 0.7%
Value ($000) $1,612 Shares 8,474 Est. Cost $136.02 Unrealized +59.5%
FBND FIDELITY MERRIMACK STR TR 0.7%
Value ($000) $1,518 Shares 33,261 Est. Cost $45.93 Unrealized
TLTW ISHARES TR 0.7%
Value ($000) $1,493 Shares 62,070 Est. Cost $21.15 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.7%
Value ($000) $1,472 Shares 5,920 Est. Cost $133.26 Unrealized +79.7%
NEE NEXTERA ENERGY INC 0.7%
Value ($000) $1,470 Shares 20,731 Est. Cost $73.84 Unrealized -7.0%
IYW ISHARES TR 0.6%
Value ($000) $1,436 Shares 10,224 Est. Cost $79.87 Unrealized
QQQ INVESCO QQQ TR 0.6%
Value ($000) $1,397 Shares 2,979 Est. Cost $331.89 Unrealized
QCOM QUALCOMM INC 0.6%
Value ($000) $1,366 Shares 8,892 Est. Cost $147.02 Unrealized +8.6%
VLUE ISHARES TR 0.6%
Value ($000) $1,356 Shares 12,718 Est. Cost $107.86 Unrealized
ETN EATON CORP PLC 0.6%
Value ($000) $1,348 Shares 4,960 Est. Cost $205.67 Unrealized +50.0%
IVV ISHARES TR 0.6%
Value ($000) $1,328 Shares 2,363 Est. Cost $552.78 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.6%
Value ($000) $1,301 Shares 21,326 Est. Cost $46.68 Unrealized +18.8%
BAC BANK AMERICA CORP 0.6%
Value ($000) $1,272 Shares 30,483 Est. Cost $40.80 Unrealized +6.9%
HON HONEYWELL INTL INC 0.6%
Value ($000) $1,245 Shares 5,879 Est. Cost $184.65 Unrealized +7.5%
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $1,227 Shares 7,201 Est. Cost $146.02 Unrealized +12.3%
IEFA ISHARES TR 0.5%
Value ($000) $1,205 Shares 15,925 Est. Cost $72.48 Unrealized
DGRO ISHARES TR 0.5%
Value ($000) $1,196 Shares 19,360 Est. Cost $44.50 Unrealized
GILD GILEAD SCIENCES INC 0.5%
Value ($000) $1,137 Shares 10,145 Est. Cost $59.07 Unrealized +70.2%
IJH ISHARES TR 0.5%
Value ($000) $1,128 Shares 19,339 Est. Cost $79.39 Unrealized
XLK SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,120 Shares 5,426 Est. Cost $170.69 Unrealized
MCD MCDONALDS CORP 0.5%
Value ($000) $1,119 Shares 3,582 Est. Cost $229.60 Unrealized +27.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $1,080 Shares 2,028 Est. Cost $288.46 Unrealized +68.5%
MDY SPDR S&P MIDCAP 400 ETF TR 0.5%
Value ($000) $1,061 Shares 1,988 Est. Cost $501.87 Unrealized
MS MORGAN STANLEY 0.5%
Value ($000) $1,060 Shares 9,089 Est. Cost $86.59 Unrealized +45.4%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $1,046 Shares 6,250 Est. Cost $102.79 Unrealized +46.4%
TSLA TESLA INC 0.5%
Value ($000) $1,041 Shares 4,018 Est. Cost $333.26 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $1,010 Shares 6,093 Est. Cost $144.91 Unrealized +5.2%
VTWO VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $998 Shares 12,374 Est. Cost $82.82 Unrealized
RTX RTX CORPORATION 0.4%
Value ($000) $962 Shares 7,266 Est. Cost $118.27 Unrealized +5.5%
PEP PEPSICO INC 0.4%
Value ($000) $948 Shares 6,324 Est. Cost $146.65 Unrealized -2.2%
BX BLACKSTONE INC 0.4%
Value ($000) $943 Shares 6,748 Est. Cost $101.57 Unrealized +55.7%
BUG GLOBAL X FDS 0.4%
Value ($000) $933 Shares 28,864 Est. Cost $12.82 Unrealized
VYM VANGUARD WHITEHALL FDS 0.4%
Value ($000) $923 Shares 7,156 Est. Cost $127.59 Unrealized
HELO J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $916 Shares 15,349 Est. Cost $58.52 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.4%
Value ($000) $889 Shares 8,654 Est. Cost $139.99 Unrealized -20.6%
WM WASTE MGMT INC DEL 0.4%
Value ($000) $865 Shares 3,737 Est. Cost $150.67 Unrealized +44.9%
DIS DISNEY WALT CO 0.4%
Value ($000) $860 Shares 8,710 Est. Cost $120.50 Unrealized -11.8%
XLP SELECT SECTOR SPDR TR 0.4%
Value ($000) $836 Shares 10,239 Est. Cost $75.54 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $831 Shares 16,052 Est. Cost $13.34 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $830 Shares 18,290 Est. Cost $38.97 Unrealized +1.6%
WRB BERKLEY W R CORP 0.4%
Value ($000) $801 Shares 11,259 Est. Cost $40.28 Unrealized +48.3%
AVES AMERICAN CENTY ETF TR 0.4%
Value ($000) $791 Shares 16,776 Est. Cost $40.66 Unrealized
PFE PFIZER INC 0.4%
Value ($000) $787 Shares 31,061 Est. Cost $37.96 Unrealized -34.9%
WPM WHEATON PRECIOUS METALS CORP 0.4%
Value ($000) $786 Shares 10,127 Est. Cost $39.49 Unrealized +68.3%
IWM ISHARES TR 0.4%
Value ($000) $782 Shares 3,920 Est. Cost $200.11 Unrealized
SHY ISHARES TR 0.3%
Value ($000) $742 Shares 8,966 Est. Cost $73.69 Unrealized
INTC INTEL CORP 0.3%
Value ($000) $738 Shares 32,510 Est. Cost $36.11 Unrealized -39.4%
AMGN AMGEN INC 0.3%
Value ($000) $731 Shares 2,347 Est. Cost $185.15 Unrealized +55.1%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $717 Shares 1,606 Est. Cost $378.88 Unrealized +18.3%
VTV VANGUARD INDEX FDS 0.3%
Value ($000) $683 Shares 3,952 Est. Cost $147.10 Unrealized
GLW CORNING INC 0.3%
Value ($000) $674 Shares 14,725 Est. Cost $33.35 Unrealized +45.6%
CAT CATERPILLAR INC 0.3%
Value ($000) $669 Shares 2,030 Est. Cost $186.69 Unrealized +88.5%
IVW ISHARES TR 0.3%
Value ($000) $668 Shares 7,200 Est. Cost $81.05 Unrealized
CVS CVS HEALTH CORP 0.3%
Value ($000) $666 Shares 9,825 Est. Cost $63.09 Unrealized -8.1%
QUAL ISHARES TR 0.3%
Value ($000) $656 Shares 3,839 Est. Cost $134.64 Unrealized
WMT WALMART INC 0.3%
Value ($000) $656 Shares 7,473 Est. Cost $60.81 Unrealized +52.9%
TPH TRI POINTE HOMES INC 0.3%
Value ($000) $642 Shares 20,100 Est. Cost $27.64 Unrealized +23.5%
NKE NIKE INC 0.3%
Value ($000) $636 Shares 10,018 Est. Cost $154.55 Unrealized -53.4%
BA BOEING CO 0.3%
Value ($000) $628 Shares 3,684 Est. Cost $202.78 Unrealized -14.6%
VDC VANGUARD WORLD FD 0.3%
Value ($000) $625 Shares 2,855 Est. Cost $200.00 Unrealized
ACN ACCENTURE PLC IRELAND 0.3%
Value ($000) $614 Shares 1,967 Est. Cost $341.98 Unrealized +2.2%
DFAT DIMENSIONAL ETF TRUST 0.3%
Value ($000) $610 Shares 11,837 Est. Cost $47.51 Unrealized
FCTE ETF OPPORTUNITIES TRUST 0.3%
Value ($000) $584 Shares 23,250 Est. Cost $26.54 Unrealized
ABT ABBOTT LABS 0.3%
Value ($000) $584 Shares 4,400 Est. Cost $118.65 Unrealized +5.8%
WY WEYERHAEUSER CO MTN BE 0.3%
Value ($000) $577 Shares 19,691 Est. Cost $31.98 Unrealized -9.8%
VNQ VANGUARD INDEX FDS 0.3%
Value ($000) $570 Shares 6,300 Est. Cost $113.74 Unrealized
GLD SPDR GOLD TR 0.3%
Value ($000) $568 Shares 1,970 Est. Cost $175.29 Unrealized
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $562 Shares 1,094 Est. Cost $538.81 Unrealized
IWD ISHARES TR 0.3%
Value ($000) $558 Shares 2,964 Est. Cost $165.30 Unrealized
WEN WENDYS CO 0.2%
Value ($000) $551 Shares 37,695 Est. Cost $21.16 Unrealized -28.9%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $545 Shares 975 Est. Cost $243.65 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $540 Shares 8,756 Est. Cost $49.61 Unrealized +21.1%
LOW LOWES COS INC 0.2%
Value ($000) $532 Shares 2,281 Est. Cost $213.63 Unrealized +13.3%
T AT&T INC 0.2%
Value ($000) $519 Shares 18,354 Est. Cost $14.77 Unrealized +64.9%
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $513 Shares 2,238 Est. Cost $223.48 Unrealized +1.7%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $512 Shares 2,851 Est. Cost $172.01 Unrealized +5.9%
PSEP INNOVATOR ETFS TRUST 0.2%
Value ($000) $498 Shares 12,954 Est. Cost $29.29 Unrealized
KNG FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $479 Shares 9,485 Est. Cost $50.57 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.2%
Value ($000) $472 Shares 9,400 Est. Cost $61.34 Unrealized -11.3%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $467 Shares 3,831 Est. Cost $86.40 Unrealized +28.0%
GM GENERAL MTRS CO 0.2%
Value ($000) $464 Shares 9,860 Est. Cost $56.36 Unrealized -13.4%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $458 Shares 4,166 Est. Cost $149.78 Unrealized -24.8%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.2%
Value ($000) $451 Shares 6,923 Est. Cost $63.17 Unrealized
DXJ WISDOMTREE TR 0.2%
Value ($000) $438 Shares 3,973 Est. Cost $62.47 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $438 Shares 2,802 Est. Cost $175.82 Unrealized +3.8%
DFUV DIMENSIONAL ETF TRUST 0.2%
Value ($000) $431 Shares 10,465 Est. Cost $31.63 Unrealized
IWS ISHARES TR 0.2%
Value ($000) $428 Shares 3,400 Est. Cost $120.72 Unrealized
MUB ISHARES TR 0.2%
Value ($000) $428 Shares 4,058 Est. Cost $111.86 Unrealized
CSX CSX CORP 0.2%
Value ($000) $425 Shares 14,446 Est. Cost $33.29 Unrealized -6.0%
FELC FIDELITY COVINGTON TRUST 0.2%
Value ($000) $416 Shares 13,325 Est. Cost $26.58 Unrealized
IWR ISHARES TR 0.2%
Value ($000) $404 Shares 4,752 Est. Cost $63.26 Unrealized
META META PLATFORMS INC 0.2%
Value ($000) $403 Shares 699 Est. Cost $259.31 Unrealized +148.1%
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $392 Shares 2,683 Est. Cost $138.65 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $391 Shares 413 Est. Cost $532.21 Unrealized +82.4%
IJR ISHARES TR 0.2%
Value ($000) $380 Shares 3,637 Est. Cost $111.29 Unrealized
IJK ISHARES TR 0.2%
Value ($000) $365 Shares 4,378 Est. Cost $85.30 Unrealized
AVDV AMERICAN CENTY ETF TR 0.2%
Value ($000) $364 Shares 5,218 Est. Cost $69.84 Unrealized
VIS VANGUARD WORLD FD 0.2%
Value ($000) $348 Shares 1,405 Est. Cost $202.77 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $342 Shares 1,761 Est. Cost $137.31 Unrealized
NUVEEN NEW JERSEY QULT MUN F 0.2%
Value ($000) $340 Shares 28,907 Est. Cost $13.50 Unrealized
MOO VANECK ETF TRUST 0.2%
Value ($000) $340 Shares 5,001 Est. Cost $94.43 Unrealized
DFEV DIMENSIONAL ETF TRUST 0.2%
Value ($000) $338 Shares 12,500 Est. Cost $28.10 Unrealized
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $338 Shares 4,983 Est. Cost $57.49 Unrealized +3.9%
OMFL INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $336 Shares 6,300 Est. Cost $50.63 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $331 Shares 605 Est. Cost $321.56 Unrealized +83.7%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $328 Shares 1,920 Est. Cost $176.27 Unrealized +4.9%
ESGV VANGUARD WORLD FD 0.1%
Value ($000) $327 Shares 3,341 Est. Cost $104.89 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $326 Shares 6,500 Est. Cost $43.56 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $326 Shares 4,549 Est. Cost $50.50 Unrealized +28.6%
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $311 Shares 4,238 Est. Cost $71.91 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $304 Shares 2,135 Est. Cost $115.81 Unrealized +12.1%
XBI SPDR SER TR 0.1%
Value ($000) $301 Shares 3,716 Est. Cost $110.67 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.1%
Value ($000) $289 Shares 3,512 Est. Cost $57.28 Unrealized +41.4%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $282 Shares 3,250 Est. Cost $57.76 Unrealized +65.8%
UNP UNION PAC CORP 0.1%
Value ($000) $275 Shares 1,165 Est. Cost $215.02 Unrealized +9.6%
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $271 Shares 5,348 Est. Cost $50.41 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $270 Shares 2,888 Est. Cost $11.51 Unrealized
GE GE AEROSPACE 0.1%
Value ($000) $261 Shares 1,302 Est. Cost $170.63 Unrealized +14.7%
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $260 Shares 4,192 Est. Cost $58.93 Unrealized
CGW INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $259 Shares 4,659 Est. Cost $60.68 Unrealized
CACI CACI INTL INC 0.1%
Value ($000) $257 Shares 700 Est. Cost $291.64 Unrealized +31.2%
VXF VANGUARD INDEX FDS 0.1%
Value ($000) $256 Shares 1,487 Est. Cost $6.32 Unrealized
USMV ISHARES TR 0.1%
Value ($000) $255 Shares 2,727 Est. Cost $78.03 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $246 Shares 495 Est. Cost $523.19 Unrealized +3.2%
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $245 Shares 4,600 Est. Cost $44.19 Unrealized +19.4%
IBB ISHARES TR 0.1%
Value ($000) $239 Shares 1,865 Est. Cost $152.85 Unrealized
PGR PROGRESSIVE CORP 0.1%
Value ($000) $238 Shares 840 Est. Cost $214.15 Unrealized +14.5%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $234 Shares 766 Est. Cost $234.26 Unrealized +26.1%
V VISA INC 0.1%
Value ($000) $230 Shares 656 Est. Cost $336.32 Unrealized 0.0%
DE DEERE & CO 0.1%
Value ($000) $230 Shares 489 Est. Cost $369.25 Unrealized +25.0%
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $228 Shares 2,918 Est. Cost $77.40 Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $218 Shares 3,342 Est. Cost $191.44 Unrealized -59.4%
VSGX VANGUARD WORLD FD 0.1%
Value ($000) $213 Shares 3,604 Est. Cost $56.70 Unrealized
MTUM ISHARES TR 0.1%
Value ($000) $211 Shares 1,044 Est. Cost $188.17 Unrealized
URI UNITED RENTALS INC 0.1%
Value ($000) $206 Shares 329 Est. Cost $631.12 Unrealized +8.1%
DOUBLELINE INCOME SOLUTIONS 0.1%
Value ($000) $161 Shares 12,800 Est. Cost $16.13 Unrealized
KRP KIMBELL RTY PARTNERS LP 0.1%
Value ($000) $151 Shares 10,784 Est. Cost $14.00 Unrealized
F FORD MTR CO 0.1%
Value ($000) $113 Shares 11,246 Est. Cost $9.86 Unrealized -6.3%
INVESCO MUNICIPAL TRUST 0.0%
Value ($000) $111 Shares 11,476 Est. Cost $9.65 Unrealized
DBRG DIGITALBRIDGE GROUP INC 0.0%
Value ($000) $92 Shares 10,400 Est. Cost $10.47 Unrealized 0.0%
BGS B & G FOODS INC NEW 0.0%
Value ($000) $79 Shares 11,500 Est. Cost $5.70 Unrealized 0.0%