Sunbeam Capital Management, LLC Diversified Active

CIK: 0002057278 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 6, 2025

Total Value ($000): $105,050 (100.0% shares, 0.0% debt)

Holdings (79)

IVV ISHARES TR 16.0%
Value ($000) $16,851 Shares 29,989 Est. Cost $587.29 Unrealized
VOO VANGUARD INDEX FDS 8.7%
Value ($000) $9,117 Shares 17,740 Est. Cost $535.00 Unrealized
PG PROCTER AND GAMBLE CO 7.3%
Value ($000) $7,650 Shares 44,890 Est. Cost $165.73 Unrealized -1.1%
DSTL ETF SER SOLUTIONS 6.8%
Value ($000) $7,187 Shares 132,512 Est. Cost $54.92 Unrealized
AAPL APPLE INC 4.4%
Value ($000) $4,576 Shares 20,602 Est. Cost $234.51 Unrealized -1.6%
NVDA NVIDIA CORPORATION 3.8%
Value ($000) $4,036 Shares 37,239 Est. Cost $137.59 Unrealized -7.9%
MSFT MICROSOFT CORP 3.3%
Value ($000) $3,486 Shares 9,285 Est. Cost $422.35 Unrealized -4.1%
BSCQ INVESCO EXCH TRD SLF IDX FD 2.5%
Value ($000) $2,640 Shares 135,519 Est. Cost $19.43 Unrealized
XOM EXXON MOBIL CORP 2.1%
Value ($000) $2,249 Shares 18,907 Est. Cost $112.36 Unrealized -4.6%
GOOGL ALPHABET INC 2.1%
Value ($000) $2,230 Shares 14,423 Est. Cost $174.14 Unrealized +3.8%
WMT WALMART INC 2.0%
Value ($000) $2,128 Shares 24,174 Est. Cost $85.80 Unrealized +8.3%
JPM JPMORGAN CHASE & CO. 1.9%
Value ($000) $2,026 Shares 8,259 Est. Cost $228.03 Unrealized +10.0%
IBTG ISHARES TR 1.8%
Value ($000) $1,941 Shares 84,595 Est. Cost $22.81 Unrealized
META META PLATFORMS INC 1.7%
Value ($000) $1,798 Shares 3,119 Est. Cost $584.74 Unrealized +10.0%
HYG ISHARES TR 1.4%
Value ($000) $1,519 Shares 19,260 Est. Cost $78.65 Unrealized
LLY ELI LILLY & CO 1.4%
Value ($000) $1,508 Shares 1,825 Est. Cost $821.14 Unrealized +0.7%
AMZN AMAZON COM INC 1.3%
Value ($000) $1,348 Shares 7,084 Est. Cost $204.58 Unrealized +6.1%
AVGO BROADCOM INC 1.3%
Value ($000) $1,337 Shares 7,987 Est. Cost $182.87 Unrealized +14.7%
MDY SPDR S&P MIDCAP 400 ETF TR 1.3%
Value ($000) $1,319 Shares 2,472 Est. Cost $571.66 Unrealized
XLE SELECT SECTOR SPDR TR 1.2%
Value ($000) $1,224 Shares 13,094 Est. Cost $85.66 Unrealized
GOOG ALPHABET INC 1.1%
Value ($000) $1,180 Shares 7,552 Est. Cost $175.67 Unrealized +3.9%
MA MASTERCARD INCORPORATED 1.1%
Value ($000) $1,162 Shares 2,120 Est. Cost $514.68 Unrealized +5.3%
IWR ISHARES TR 1.0%
Value ($000) $1,088 Shares 12,791 Est. Cost $88.40 Unrealized
SUB ISHARES TR 1.0%
Value ($000) $1,077 Shares 10,203 Est. Cost $105.48 Unrealized
PINNACLE FINL PARTNERS INC 1.0%
Value ($000) $1,051 Shares 9,907 Est. Cost $114.38 Unrealized
COST COSTCO WHSL CORP NEW 1.0%
Value ($000) $1,011 Shares 1,069 Est. Cost $922.64 Unrealized +5.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.9%
Value ($000) $995 Shares 1,869 Est. Cost $461.73 Unrealized +5.3%
VB VANGUARD INDEX FDS 0.9%
Value ($000) $992 Shares 4,472 Est. Cost $240.28 Unrealized
KO COCA COLA CO 0.9%
Value ($000) $988 Shares 13,692 Est. Cost $63.09 Unrealized +3.0%
ABBV ABBVIE INC 0.8%
Value ($000) $837 Shares 3,996 Est. Cost $177.72 Unrealized +6.6%
DCRE DOUBLELINE ETF TRUST 0.7%
Value ($000) $767 Shares 14,792 Est. Cost $51.48 Unrealized
CEF SPROTT PHYSICAL GOLD & SILVE 0.7%
Value ($000) $689 Shares 24,235 Est. Cost $25.61 Unrealized
ETN EATON CORP PLC 0.6%
Value ($000) $648 Shares 2,375 Est. Cost $347.11 Unrealized -11.1%
ORCL ORACLE CORP 0.5%
Value ($000) $567 Shares 4,058 Est. Cost $175.85 Unrealized -8.1%
MRK MERCK & CO INC 0.5%
Value ($000) $561 Shares 6,200 Est. Cost $98.70 Unrealized -8.7%
UTES ETFIS SER TR I 0.5%
Value ($000) $559 Shares 8,659 Est. Cost $63.78 Unrealized
V VISA INC 0.5%
Value ($000) $544 Shares 1,554 Est. Cost $298.33 Unrealized +12.7%
IEFA ISHARES TR 0.5%
Value ($000) $544 Shares 7,188 Est. Cost $70.28 Unrealized
HD HOME DEPOT INC 0.5%
Value ($000) $521 Shares 1,421 Est. Cost $397.26 Unrealized -4.2%
IGF ISHARES TR 0.5%
Value ($000) $512 Shares 9,368 Est. Cost $52.27 Unrealized
CVX CHEVRON CORP NEW 0.5%
Value ($000) $503 Shares 3,008 Est. Cost $145.62 Unrealized +3.3%
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $494 Shares 884 Est. Cost $587.81 Unrealized
GE GE AEROSPACE 0.5%
Value ($000) $486 Shares 2,430 Est. Cost $177.15 Unrealized +10.5%
DE DEERE & CO 0.5%
Value ($000) $482 Shares 1,026 Est. Cost $413.99 Unrealized +11.5%
TMUS T-MOBILE US INC 0.4%
Value ($000) $466 Shares 1,748 Est. Cost $223.42 Unrealized +8.8%
IWO ISHARES TR 0.4%
Value ($000) $463 Shares 1,813 Est. Cost $287.82 Unrealized
NFLX NETFLIX INC 0.4%
Value ($000) $434 Shares 465 Est. Cost $82.31 Unrealized +15.5%
UNP UNION PAC CORP 0.4%
Value ($000) $429 Shares 1,814 Est. Cost $230.22 Unrealized +2.3%
VEA VANGUARD TAX-MANAGED FDS 0.4%
Value ($000) $402 Shares 7,913 Est. Cost $47.82 Unrealized
KLAC KLA CORP 0.4%
Value ($000) $386 Shares 569 Est. Cost $669.07 Unrealized +6.8%
GLD SPDR GOLD TR 0.4%
Value ($000) $371 Shares 1,289 Est. Cost $242.67 Unrealized
TT TRANE TECHNOLOGIES PLC 0.3%
Value ($000) $361 Shares 1,068 Est. Cost $393.53 Unrealized -8.8%
ET ENERGY TRANSFER L P 0.3%
Value ($000) $351 Shares 18,878 Est. Cost $19.59 Unrealized
RTX RTX CORPORATION 0.3%
Value ($000) $340 Shares 2,563 Est. Cost $118.27 Unrealized +5.5%
MCD MCDONALDS CORP 0.3%
Value ($000) $336 Shares 1,077 Est. Cost $290.22 Unrealized +0.9%
OKE ONEOK INC NEW 0.3%
Value ($000) $324 Shares 3,265 Est. Cost $96.84 Unrealized -1.9%
BSX BOSTON SCIENTIFIC CORP 0.3%
Value ($000) $312 Shares 3,090 Est. Cost $88.03 Unrealized +14.4%
EPD ENTERPRISE PRODS PARTNERS L 0.3%
Value ($000) $311 Shares 9,124 Est. Cost $31.36 Unrealized
ITW ILLINOIS TOOL WKS INC 0.3%
Value ($000) $311 Shares 1,247 Est. Cost $257.33 Unrealized -2.6%
TXN TEXAS INSTRS INC 0.3%
Value ($000) $306 Shares 1,705 Est. Cost $193.15 Unrealized -5.7%
SPGI S&P GLOBAL INC 0.3%
Value ($000) $300 Shares 590 Est. Cost $503.12 Unrealized +0.9%
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $285 Shares 1,781 Est. Cost $120.89 Unrealized +13.3%
SYK STRYKER CORPORATION 0.3%
Value ($000) $283 Shares 760 Est. Cost $366.32 Unrealized +2.9%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $283 Shares 568 Est. Cost $547.53 Unrealized -1.4%
MMM 3M CO 0.3%
Value ($000) $281 Shares 1,914 Est. Cost $128.38 Unrealized +12.6%
LOW LOWES COS INC 0.3%
Value ($000) $279 Shares 1,198 Est. Cost $261.54 Unrealized -7.4%
XOP SPDR SER TR 0.3%
Value ($000) $267 Shares 2,028 Est. Cost $132.39 Unrealized
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $257 Shares 2,959 Est. Cost $101.25 Unrealized -5.4%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $253 Shares 1,017 Est. Cost $216.31 Unrealized +10.7%
BAC BANK AMERICA CORP 0.2%
Value ($000) $252 Shares 6,037 Est. Cost $42.83 Unrealized +1.9%
AMP AMERIPRISE FINL INC 0.2%
Value ($000) $242 Shares 499 Est. Cost $526.39 Unrealized -1.5%
QCOM QUALCOMM INC 0.2%
Value ($000) $238 Shares 1,547 Est. Cost $159.52 Unrealized +0.1%
ABT ABBOTT LABS 0.2%
Value ($000) $227 Shares 1,709 Est. Cost $125.48 Unrealized 0.0%
LVS LAS VEGAS SANDS CORP 0.2%
Value ($000) $224 Shares 5,803 Est. Cost $50.69 Unrealized -14.4%
MLM MARTIN MARIETTA MATLS INC 0.2%
Value ($000) $218 Shares 456 Est. Cost $563.61 Unrealized -10.4%
GDX VANECK ETF TRUST 0.2%
Value ($000) $216 Shares 4,708 Est. Cost $45.97 Unrealized
MO ALTRIA GROUP INC 0.2%
Value ($000) $209 Shares 3,477 Est. Cost $51.03 Unrealized 0.0%
IWF ISHARES TR 0.2%
Value ($000) $202 Shares 560 Est. Cost $401.58 Unrealized
APH AMPHENOL CORP NEW 0.2%
Value ($000) $202 Shares 3,065 Est. Cost $69.34 Unrealized -2.3%