GRAHAM CAPITAL WEALTH MANAGEMENT, LLC Quant / Systematic

CIK: 0001907528 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 10, 2023

Total Value ($000): $692,560 (100.0% shares, 0.0% debt)

Holdings (171)

IAU ISHARES GOLD TR 16.4%
Value ($000) $113,258 Shares 303,071 Est. Cost $316.05 Unrealized
CHURCHILL CAPITAL CORP VII 7.2%
Value ($000) $49,685 Shares 489,993 Est. Cost $34.57 Unrealized
PONTEM CORPORATION 7.0%
Value ($000) $48,427 Shares 468,795 Est. Cost $103.30 Unrealized
TPG PACE BENEFICIAL II CORP 6.1%
Value ($000) $41,912 Shares 420,377 Est. Cost $99.70 Unrealized
ARIES I ACQUISITION CORP 5.2%
Value ($000) $36,085 Shares 344,983 Est. Cost $10.28 Unrealized
EDOC ACQUISITION CORP 4.1%
Value ($000) $28,713 Shares 266,353 Est. Cost $107.80 Unrealized
PUCK GOAL ACQUISITIONS CORP 3.6%
Value ($000) $24,967 Shares 244,770 Est. Cost $10.14 Unrealized 0.0%
DATA KNIGHTS ACQUISITION COR 2.9%
Value ($000) $19,760 Shares 184,846 Est. Cost $80.29 Unrealized
BLDR BUILDERS FIRSTSOURCE INC 2.8%
Value ($000) $19,476 Shares 21,937 Est. Cost $72.59 Unrealized +9.1%
KNTK KINETIK HOLDINGS INC 2.6%
Value ($000) $18,335 Shares 58,578 Est. Cost $30.68 Unrealized 0.0%
CMRE COSTAMARE INC 2.3%
Value ($000) $16,002 Shares 170,057 Est. Cost $8.85 Unrealized +2.5%
NORTHERN REVIVAL ACQUISITION 1.9%
Value ($000) $12,954 Shares 126,139 Est. Cost $102.70 Unrealized
EOG EOG RES INC 1.9%
Value ($000) $12,911 Shares 11,263 Est. Cost $97.66 Unrealized +11.9%
GOOGL ALPHABET INC 1.7%
Value ($000) $12,035 Shares 11,602 Est. Cost $110.40 Unrealized -13.8%
ACHARI VENTURES HLDGS CORP I 1.7%
Value ($000) $11,679 Shares 110,726 Est. Cost $105.47 Unrealized
AAPL APPLE INC 1.6%
Value ($000) $11,126 Shares 6,747 Est. Cost $154.70 Unrealized -6.0%
FLEETCOR TECHNOLOGIES INC 1.5%
Value ($000) $10,568 Shares 5,012 Est. Cost $218.88 Unrealized
KHOSLA VENTURES ACQUISITION 1.3%
Value ($000) $8,876 Shares 87,539 Est. Cost $9.80 Unrealized
BNIX BANNIX ACQUISITION CORP 1.2%
Value ($000) $8,157 Shares 78,740 Est. Cost $103.60 Unrealized
KERNEL GROUP HOLDINGS INC 1.1%
Value ($000) $7,846 Shares 75,804 Est. Cost $103.50 Unrealized
MSFT MICROSOFT CORP 1.1%
Value ($000) $7,274 Shares 2,523 Est. Cost $312.84 Unrealized -20.3%
GSR II METEORA ACQUISITN COR 1.0%
Value ($000) $7,082 Shares 68,424 Est. Cost $10.11 Unrealized
ACRI CAPITAL ACQUISITION COR 0.9%
Value ($000) $6,391 Shares 60,985 Est. Cost $104.80 Unrealized
CURR INFINT ACQUISITION CORP 0.9%
Value ($000) $5,937 Shares 56,005 Est. Cost $106.00 Unrealized
D DOMINION ENERGY INC 0.8%
Value ($000) $5,688 Shares 10,174 Est. Cost $62.13 Unrealized -18.6%
NEE NEXTERA ENERGY INC 0.8%
Value ($000) $5,213 Shares 6,763 Est. Cost $77.35 Unrealized -8.7%
GLOBAL PARTNER ACQISTN CORP 0.7%
Value ($000) $4,845 Shares 46,765 Est. Cost $103.60 Unrealized
EDIFY ACQUISITION CORP 0.7%
Value ($000) $4,645 Shares 45,447 Est. Cost $102.20 Unrealized
INTERPRIVATE IV INFRATECH PR 0.7%
Value ($000) $4,525 Shares 43,929 Est. Cost $103.00 Unrealized
VET VERMILION ENERGY INC 0.6%
Value ($000) $4,237 Shares 32,670 Est. Cost $14.09 Unrealized 0.0%
BROAD CAPITAL ACQUISITION CO 0.6%
Value ($000) $4,103 Shares 38,740 Est. Cost $81.09 Unrealized
HD HOME DEPOT INC 0.6%
Value ($000) $3,940 Shares 1,335 Est. Cost $343.18 Unrealized -17.1%
STONEBRIDGE ACQUISITION CORP 0.5%
Value ($000) $3,775 Shares 35,883 Est. Cost $105.20 Unrealized
AIB ACQUISITION CORPORATION 0.5%
Value ($000) $3,681 Shares 35,057 Est. Cost $105.00 Unrealized
PEP PEPSICO INC 0.5%
Value ($000) $3,365 Shares 1,846 Est. Cost $143.45 Unrealized +10.6%
ARISZ ACQUISITION CORP 0.4%
Value ($000) $2,960 Shares 28,737 Est. Cost $10.02 Unrealized
BKNG BOOKING HOLDINGS INC 0.4%
Value ($000) $2,865 Shares 108 Est. Cost $1867.55 Unrealized +28.2%
GRAF ACQUISITION CORP IV 0.4%
Value ($000) $2,731 Shares 26,959 Est. Cost $9.95 Unrealized
SYK STRYKER CORPORATION 0.4%
Value ($000) $2,626 Shares 920 Est. Cost $219.76 Unrealized +17.3%
HH&L ACQUISITION CO 0.3%
Value ($000) $2,417 Shares 23,400 Est. Cost $103.30 Unrealized
QUANTUM FINTECH ACQUISTIN CO 0.3%
Value ($000) $2,263 Shares 22,182 Est. Cost $102.00 Unrealized
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $2,205 Shares 1,483 Est. Cost $129.79 Unrealized +2.6%
AETHERIUM ACQUISITION CORP 0.3%
Value ($000) $2,098 Shares 20,000 Est. Cost $104.90 Unrealized
FUTY FIDELITY COVINGTON TRUST 0.3%
Value ($000) $2,097 Shares 4,786 Est. Cost $34.73 Unrealized
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $2,091 Shares 1,605 Est. Cost $117.65 Unrealized +8.9%
MALACCA STRAITS ACQUISITION 0.3%
Value ($000) $1,875 Shares 17,742 Est. Cost $105.70 Unrealized
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $1,843 Shares 903 Est. Cost $2041.00 Unrealized
KHOSLA VENTURES ACQUT CO III 0.3%
Value ($000) $1,827 Shares 17,999 Est. Cost $101.50 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.3%
Value ($000) $1,774 Shares 1,811 Est. Cost $92.29 Unrealized 0.0%
BRILLIANT ACQUISITION CORP 0.3%
Value ($000) $1,773 Shares 16,300 Est. Cost $108.80 Unrealized
TASTEMAKER ACQUISITION CORP 0.2%
Value ($000) $1,548 Shares 14,952 Est. Cost $103.50 Unrealized
USMV ISHARES TR 0.2%
Value ($000) $1,447 Shares 1,989 Est. Cost $727.50 Unrealized
OCEANTECH ACQUISITIONS I COR 0.2%
Value ($000) $1,375 Shares 12,855 Est. Cost $9.86 Unrealized
FREL FIDELITY COVINGTON TRUST 0.2%
Value ($000) $1,375 Shares 5,521 Est. Cost $249.11 Unrealized
TJX TJX COS INC NEW 0.2%
Value ($000) $1,371 Shares 1,750 Est. Cost $75.64 Unrealized 0.0%
IUSV ISHARES TR 0.2%
Value ($000) $1,366 Shares 1,852 Est. Cost $737.67 Unrealized
KRG KITE RLTY GROUP TR 0.2%
Value ($000) $1,302 Shares 6,225 Est. Cost $209.20 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $1,254 Shares 306 Est. Cost $4096.45 Unrealized
PLD PROLOGIS INC. 0.2%
Value ($000) $1,219 Shares 977 Est. Cost $111.93 Unrealized 0.0%
MOS MOSAIC CO NEW 0.2%
Value ($000) $1,217 Shares 2,652 Est. Cost $44.52 Unrealized 0.0%
IUSG ISHARES TR 0.2%
Value ($000) $1,211 Shares 1,364 Est. Cost $887.91 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $1,150 Shares 1,114 Est. Cost $96.61 Unrealized 0.0%
FENY FIDELITY COVINGTON TRUST 0.2%
Value ($000) $1,112 Shares 4,955 Est. Cost $224.38 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value ($000) $1,098 Shares 4,238 Est. Cost $258.97 Unrealized
IVE ISHARES TR 0.2%
Value ($000) $1,093 Shares 720 Est. Cost $1517.89 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $1,082 Shares 698 Est. Cost $147.89 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $1,073 Shares 482 Est. Cost $211.47 Unrealized 0.0%
TETEF TECHNOLOGY & TELECOM ACQ COR 0.2%
Value ($000) $1,069 Shares 10,000 Est. Cost $10.51 Unrealized 0.0%
SAGALIAM ACQUISITION CORP 0.2%
Value ($000) $1,062 Shares 10,096 Est. Cost $10.28 Unrealized
SLV ISHARES SILVER TR 0.1%
Value ($000) $1,029 Shares 4,652 Est. Cost $221.20 Unrealized
ROSE HILL ACQUISITION CORP 0.1%
Value ($000) $999 Shares 9,639 Est. Cost $103.60 Unrealized
PRIVETERRA ACQUISITION CORP 0.1%
Value ($000) $997 Shares 9,820 Est. Cost $10.05 Unrealized
FE FIRSTENERGY CORP 0.1%
Value ($000) $960 Shares 2,396 Est. Cost $35.85 Unrealized 0.0%
LQD ISHARES TR 0.1%
Value ($000) $944 Shares 861 Est. Cost $1096.33 Unrealized
KKR REAL ESTATE FIN TR INC 0.1%
Value ($000) $921 Shares 93,000 Est. Cost $9.90 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $895 Shares 259 Est. Cost $33.09 Unrealized 0.0%
META META PLATFORMS INC 0.1%
Value ($000) $873 Shares 412 Est. Cost $169.12 Unrealized 0.0%
EIX EDISON INTL 0.1%
Value ($000) $798 Shares 1,131 Est. Cost $59.21 Unrealized 0.0%
EFV ISHARES TR 0.1%
Value ($000) $794 Shares 1,636 Est. Cost $485.40 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $788 Shares 1,745 Est. Cost $451.70 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $778 Shares 806 Est. Cost $88.17 Unrealized 0.0%
MMM 3M CO 0.1%
Value ($000) $777 Shares 739 Est. Cost $84.88 Unrealized 0.0%
GREENCITY ACQUISITION CORP 0.1%
Value ($000) $746 Shares 6,790 Est. Cost $109.90 Unrealized
T AT&T INC 0.1%
Value ($000) $740 Shares 3,842 Est. Cost $16.36 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $720 Shares 145 Est. Cost $471.27 Unrealized 0.0%
BEACON ROOFING SUPPLY INC 0.1%
Value ($000) $720 Shares 1,223 Est. Cost $588.50 Unrealized
MEDTECH ACQUISITION CORP 0.1%
Value ($000) $705 Shares 6,893 Est. Cost $102.30 Unrealized
FSTA FIDELITY COVINGTON TRUST 0.1%
Value ($000) $679 Shares 1,503 Est. Cost $451.58 Unrealized
MAGNUM OPUS ACQUISITION LTD 0.1%
Value ($000) $656 Shares 6,408 Est. Cost $102.40 Unrealized
GABELLI EQUITY TR INC 0.1%
Value ($000) $648 Shares 11,283 Est. Cost $7.18 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $638 Shares 387 Est. Cost $160.00 Unrealized 0.0%
26 CAPITAL ACQUISITION CORP 0.1%
Value ($000) $632 Shares 6,117 Est. Cost $103.40 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $631 Shares 875 Est. Cost $721.02 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $612 Shares 1,372 Est. Cost $36.29 Unrealized 0.0%
INTEGRATED RAIL AND RES ACQ 0.1%
Value ($000) $609 Shares 5,813 Est. Cost $104.80 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $606 Shares 977 Est. Cost $55.41 Unrealized 0.0%
NIO NIO INC 0.1%
Value ($000) $591 Shares 5,624 Est. Cost $105.10 Unrealized
BTI BRITISH AMERN TOB PLC 0.1%
Value ($000) $590 Shares 1,681 Est. Cost $351.20 Unrealized
DIGITAL HEALTH ACQUISITION C 0.1%
Value ($000) $588 Shares 5,240 Est. Cost $112.20 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $586 Shares 359 Est. Cost $148.45 Unrealized 0.0%
WMT WALMART INC 0.1%
Value ($000) $569 Shares 386 Est. Cost $45.79 Unrealized 0.0%
MS MORGAN STANLEY 0.1%
Value ($000) $569 Shares 648 Est. Cost $84.81 Unrealized 0.0%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $563 Shares 338 Est. Cost $159.32 Unrealized 0.0%
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $557 Shares 3,000 Est. Cost $19.05 Unrealized 0.0%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $549 Shares 220 Est. Cost $2494.40 Unrealized
FHLC FIDELITY COVINGTON TRUST 0.1%
Value ($000) $545 Shares 886 Est. Cost $614.76 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $542 Shares 340 Est. Cost $138.12 Unrealized 0.0%
FIDU FIDELITY COVINGTON TRUST 0.1%
Value ($000) $536 Shares 1,014 Est. Cost $528.97 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $518 Shares 1,269 Est. Cost $36.55 Unrealized 0.0%
IYLD ISHARES TR 0.1%
Value ($000) $516 Shares 2,682 Est. Cost $192.49 Unrealized
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $500 Shares 523 Est. Cost $65.91 Unrealized 0.0%
MBB ISHARES TR 0.1%
Value ($000) $495 Shares 522 Est. Cost $948.21 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $489 Shares 106 Est. Cost $442.02 Unrealized 0.0%
FMAT FIDELITY COVINGTON TRUST 0.1%
Value ($000) $489 Shares 1,073 Est. Cost $455.90 Unrealized
BLACKROCK INC 0.1%
Value ($000) $488 Shares 73 Est. Cost $6691.21 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $487 Shares 486 Est. Cost $98.50 Unrealized 0.0%
FCPT FOUR CORNERS PPTY TR INC 0.1%
Value ($000) $461 Shares 1,718 Est. Cost $268.60 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $416 Shares 400 Est. Cost $95.84 Unrealized 0.0%
MPC MARATHON PETE CORP 0.1%
Value ($000) $409 Shares 303 Est. Cost $117.57 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $408 Shares 1,049 Est. Cost $32.70 Unrealized 0.0%
RGA REINSURANCE GRP OF AMERICA I 0.1%
Value ($000) $402 Shares 303 Est. Cost $141.68 Unrealized 0.0%
CTVA CORTEVA INC 0.1%
Value ($000) $399 Shares 662 Est. Cost $59.12 Unrealized 0.0%
FAT PROJECTS ACQUISITION COR 0.1%
Value ($000) $399 Shares 3,814 Est. Cost $104.50 Unrealized
NEW MTN FIN CORP 0.1%
Value ($000) $398 Shares 40,000 Est. Cost $9.94 Unrealized
NVS NOVARTIS AG 0.1%
Value ($000) $393 Shares 427 Est. Cost $920.00 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.1%
Value ($000) $391 Shares 627 Est. Cost $54.89 Unrealized 0.0%
INNOVATIVE INTL ACQUSITIN CO 0.1%
Value ($000) $391 Shares 3,700 Est. Cost $105.60 Unrealized
BP BP PLC 0.1%
Value ($000) $390 Shares 1,028 Est. Cost $379.40 Unrealized
WAT WATERS CORP 0.1%
Value ($000) $387 Shares 125 Est. Cost $323.46 Unrealized 0.0%
COP CONOCOPHILLIPS 0.1%
Value ($000) $359 Shares 362 Est. Cost $99.49 Unrealized 0.0%
SHEL SHELL PLC 0.1%
Value ($000) $353 Shares 614 Est. Cost $575.40 Unrealized
TE CONNECTIVITY LTD 0.1%
Value ($000) $353 Shares 269 Est. Cost $1311.50 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $342 Shares 165 Est. Cost $174.45 Unrealized 0.0%
TGT TARGET CORP 0.0%
Value ($000) $341 Shares 206 Est. Cost $148.63 Unrealized 0.0%
BARRICK GOLD CORP 0.0%
Value ($000) $341 Shares 1,834 Est. Cost $185.70 Unrealized
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $338 Shares 1,121 Est. Cost $28.59 Unrealized 0.0%
RGEN REPLIGEN CORP 0.0%
Value ($000) $337 Shares 200 Est. Cost $178.42 Unrealized 0.0%
FCOM FIDELITY COVINGTON TRUST 0.0%
Value ($000) $320 Shares 874 Est. Cost $366.03 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $315 Shares 200 Est. Cost $137.05 Unrealized 0.0%
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $313 Shares 461 Est. Cost $62.49 Unrealized 0.0%
CSX CSX CORP 0.0%
Value ($000) $312 Shares 1,041 Est. Cost $29.47 Unrealized 0.0%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $311 Shares 112 Est. Cost $21.62 Unrealized 0.0%
V VISA INC 0.0%
Value ($000) $300 Shares 133 Est. Cost $217.85 Unrealized 0.0%
DLN WISDOMTREE TR 0.0%
Value ($000) $272 Shares 440 Est. Cost $618.60 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $269 Shares 74 Est. Cost $357.45 Unrealized 0.0%
GLD SPDR GOLD TR 0.0%
Value ($000) $264 Shares 144 Est. Cost $1832.20 Unrealized
SHYD VANECK ETF TRUST 0.0%
Value ($000) $263 Shares 1,181 Est. Cost $222.90 Unrealized
LEN/B LENNAR CORP 0.0%
Value ($000) $257 Shares 288 Est. Cost $75.75 Unrealized 0.0%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $255 Shares 348 Est. Cost $731.60 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $254 Shares 83 Est. Cost $314.59 Unrealized 0.0%
SCHO SCHWAB STRATEGIC TR 0.0%
Value ($000) $249 Shares 510 Est. Cost $487.90 Unrealized
PNW PINNACLE WEST CAP CORP 0.0%
Value ($000) $249 Shares 314 Est. Cost $66.77 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $247 Shares 1,634 Est. Cost $14.23 Unrealized 0.0%
IWD ISHARES TR 0.0%
Value ($000) $247 Shares 162 Est. Cost $1522.60 Unrealized
LIFE STORAGE INC 0.0%
Value ($000) $245 Shares 187 Est. Cost $1310.90 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $244 Shares 241 Est. Cost $100.00 Unrealized 0.0%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $244 Shares 257 Est. Cost $83.54 Unrealized 0.0%
EMR EMERSON ELEC CO 0.0%
Value ($000) $243 Shares 279 Est. Cost $82.60 Unrealized 0.0%
FINANCIAL STRATEGIES ACQUISI 0.0%
Value ($000) $242 Shares 2,300 Est. Cost $105.40 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $241 Shares 358 Est. Cost $60.96 Unrealized 0.0%
ETF MANAGERS TR 0.0%
Value ($000) $239 Shares 500 Est. Cost $478.20 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $238 Shares 216 Est. Cost $104.74 Unrealized 0.0%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $235 Shares 170 Est. Cost $1381.10 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $234 Shares 117 Est. Cost $166.88 Unrealized 0.0%
NOW SERVICENOW INC 0.0%
Value ($000) $218 Shares 47 Est. Cost $87.09 Unrealized 0.0%
DGRW WISDOMTREE TR 0.0%
Value ($000) $208 Shares 333 Est. Cost $623.40 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $207 Shares 524 Est. Cost $394.70 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $206 Shares 202 Est. Cost $1021.80 Unrealized
SCHP SCHWAB STRATEGIC TR 0.0%
Value ($000) $205 Shares 382 Est. Cost $535.40 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $204 Shares 53 Est. Cost $355.42 Unrealized 0.0%
O REALTY INCOME CORP 0.0%
Value ($000) $201 Shares 318 Est. Cost $55.14 Unrealized 0.0%