Michael S. Ryan, Inc. Long-Term Concentrated

CIK: 0001987261 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 8, 2025

Total Value ($000): $146,915 (100.0% shares, 0.0% debt)

Holdings (48)

SPYV SPDR SER TR 16.2%
Value ($000) $23,781 Shares 465,026 Est. Cost $44.75 Unrealized
SLYV SPDR SER TR 9.6%
Value ($000) $14,048 Shares 161,005 Est. Cost $78.88 Unrealized
VEA VANGUARD TAX-MANAGED FDS 9.2%
Value ($000) $13,584 Shares 284,069 Est. Cost $44.67 Unrealized
MDYV SPDR SER TR 8.6%
Value ($000) $12,658 Shares 157,836 Est. Cost $70.05 Unrealized
SPYM SPDR SER TR 8.2%
Value ($000) $12,016 Shares 174,301 Est. Cost $54.12 Unrealized
XSOE WISDOMTREE TR 6.3%
Value ($000) $9,229 Shares 302,802 Est. Cost $28.56 Unrealized
SPYG SPDR SER TR 6.0%
Value ($000) $8,807 Shares 100,194 Est. Cost $66.88 Unrealized
ISHARES TR 3.8%
Value ($000) $5,551 Shares 239,275 Est. Cost $22.87 Unrealized
IBDX ISHARES TR 3.2%
Value ($000) $4,660 Shares 189,577 Est. Cost $25.31 Unrealized
IBHJ ISHARES TR 2.9%
Value ($000) $4,287 Shares 164,681 Est. Cost $26.47 Unrealized
IBDS ISHARES TR 2.3%
Value ($000) $3,391 Shares 141,532 Est. Cost $23.30 Unrealized
IBDR ISHARES TR 2.3%
Value ($000) $3,348 Shares 139,099 Est. Cost $23.44 Unrealized
SLYG SPDR SER TR 2.3%
Value ($000) $3,323 Shares 36,784 Est. Cost $86.02 Unrealized
MDYG SPDR SER TR 2.2%
Value ($000) $3,271 Shares 37,648 Est. Cost $84.26 Unrealized
IBDU ISHARES TR 1.9%
Value ($000) $2,757 Shares 120,930 Est. Cost $22.67 Unrealized
IBDT ISHARES TR 1.8%
Value ($000) $2,706 Shares 108,693 Est. Cost $24.69 Unrealized
IBDW ISHARES TR 1.7%
Value ($000) $2,477 Shares 121,722 Est. Cost $20.87 Unrealized
AVGO BROADCOM INC 1.4%
Value ($000) $2,077 Shares 8,959 Est. Cost $149.09 Unrealized +22.7%
NVDA NVIDIA CORPORATION 1.0%
Value ($000) $1,454 Shares 10,830 Est. Cost $94.27 Unrealized +46.2%
AAPL APPLE INC 0.8%
Value ($000) $1,182 Shares 4,719 Est. Cost $172.06 Unrealized +36.3%
MSFT MICROSOFT CORP 0.8%
Value ($000) $1,171 Shares 2,779 Est. Cost $313.30 Unrealized +34.8%
AMZN AMAZON COM INC 0.6%
Value ($000) $808 Shares 3,685 Est. Cost $114.20 Unrealized +79.2%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.5%
Value ($000) $663 Shares 3,359 Est. Cost $88.90 Unrealized
ABBV ABBVIE INC 0.4%
Value ($000) $646 Shares 3,635 Est. Cost $134.60 Unrealized +31.8%
PAYC PAYCOM SOFTWARE INC 0.4%
Value ($000) $573 Shares 2,796 Est. Cost $159.46 Unrealized +26.7%
WMT WALMART INC 0.4%
Value ($000) $563 Shares 6,230 Est. Cost $53.93 Unrealized +59.1%
GOOGL ALPHABET INC 0.4%
Value ($000) $537 Shares 2,837 Est. Cost $115.29 Unrealized +51.0%
BLACKROCK INC 0.4%
Value ($000) $517 Shares 504 Est. Cost $697.27 Unrealized
FLS FLOWSERVE CORP 0.3%
Value ($000) $480 Shares 8,351 Est. Cost $47.50 Unrealized +18.6%
TJX TJX COS INC NEW 0.3%
Value ($000) $465 Shares 3,849 Est. Cost $76.92 Unrealized +53.0%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $451 Shares 2,052 Est. Cost $119.06 Unrealized +81.7%
SCHW SCHWAB CHARLES CORP 0.3%
Value ($000) $444 Shares 5,998 Est. Cost $51.76 Unrealized +42.6%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $418 Shares 827 Est. Cost $472.16 Unrealized +17.1%
MGK VANGUARD WORLD FD 0.3%
Value ($000) $401 Shares 1,168 Est. Cost $235.20 Unrealized
MRK MERCK & CO INC 0.3%
Value ($000) $390 Shares 3,923 Est. Cost $104.29 Unrealized -5.4%
PNC PNC FINL SVCS GROUP INC 0.3%
Value ($000) $384 Shares 1,989 Est. Cost $119.24 Unrealized +58.8%
ASML ASML HOLDING N V 0.2%
Value ($000) $365 Shares 527 Est. Cost $693.08 Unrealized
PLD PROLOGIS INC. 0.2%
Value ($000) $349 Shares 3,302 Est. Cost $113.01 Unrealized -2.5%
PEP PEPSICO INC 0.2%
Value ($000) $340 Shares 2,239 Est. Cost $166.82 Unrealized -6.2%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $326 Shares 8,685 Est. Cost $37.87 Unrealized +5.6%
FCX FREEPORT-MCMORAN INC 0.2%
Value ($000) $305 Shares 8,022 Est. Cost $38.67 Unrealized +13.9%
MRVL MARVELL TECHNOLOGY INC 0.2%
Value ($000) $274 Shares 2,485 Est. Cost $92.47 Unrealized 0.0%
AN AUTONATION INC 0.2%
Value ($000) $269 Shares 1,583 Est. Cost $140.83 Unrealized +19.9%
PSTG PURE STORAGE INC 0.2%
Value ($000) $258 Shares 4,208 Est. Cost $45.25 Unrealized +23.1%
EWBC EAST WEST BANCORP INC 0.2%
Value ($000) $232 Shares 2,423 Est. Cost $77.03 Unrealized +23.1%
CRM SALESFORCE INC 0.2%
Value ($000) $226 Shares 677 Est. Cost $316.76 Unrealized 0.0%
TMUS T-MOBILE US INC 0.2%
Value ($000) $226 Shares 1,024 Est. Cost $187.42 Unrealized +19.2%
GTLS CHART INDS INC 0.1%
Value ($000) $219 Shares 1,148 Est. Cost $160.66 Unrealized 0.0%