Financial Sense Advisors, Inc.

Name: Financial Sense Advisors, Inc. 13F holdings, Q1 2026
Creator: Financial Sense Advisors, Inc.
Published: 2026-05-14

Q2 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Financial Sense Advisors, Inc. reported 139 stock positions worth $431.3 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 8.2% of the portfolio, followed by iShares JP Morgan Usd Emergi (EMB, 5.7%) and Freeport-McMoran (FCX, 4.9%). Compared with Q4 2025, it opened 28 new positions, sold out of 32, added to 52 and reduced 50. The biggest buy was a new position in iShares JP Morgan Usd Emergi (EMB) and the biggest sale iShares Bitcoin Trust ETF (IBIT, shares −82%).

Most Recent 13F: Q2 2026
Location: SAN DIEGO, CA
CIK: 0001358828
Portfolio Value: $431.3M (Q1 2026)
SEC Filing: 0001358828-26-000002 ↗ filed May 14, 2026

Holdings Value

Holdings 139 stocks · $431.3M


VOO Vanguard S&P 500 ETF	8.25%	59,521	$35.6M	Reduce -1.8%
EMB iShares JP Morgan Usd Emergi	5.74%	263,561	$24.8M	New
FCX Freeport-McMoran Inc.	4.88%	357,824	$21.0M	Reduce -16.3%
NORTHERN OIL & GAS INC (NOG 3.625 04/15/29)	4.83%	18,715,000	$20.8M	New
TSLA Tesla Inc.	4.63%	53,731	$20.0M	Reduce -13.3%
FLOT iShares Floating Rate Bond E	4.58%	387,259	$19.7M	Reduce -37.3%
PAAS Pan American Silver Corp.	3.24%	255,848	$14.0M	Reduce -39.2%
PSLV Sprott Physical Silver Trust	2.80%	494,493	$12.1M	Add +320.9%
GEV GE Vernova Inc.	2.78%	13,724	$12.0M	Add +312.8%
NTR Nutrien Ltd.	2.52%	144,201	$10.9M	Add +13.7%
BLOCK INC (XYZ 0 05/01/26)	1.95%	8,443,000	$8.4M	Reduce -24.5%
NEM Newmont Corp.	1.93%	76,853	$8.3M	Reduce -37.4%
BP BP PLC-Spons ADR	1.74%	159,707	$7.5M	Reduce -72.4%
WPM Wheaton Precious Metals Corp.	1.71%	56,159	$7.4M	Reduce -0.3%
AEM Agnico Eagle Mines Ltd.	1.70%	36,035	$7.3M	Add +0.8%
IAU iShares Gold Trust	1.65%	80,663	$7.1M	Add +22.0%
AA Alcoa Corp.	1.44%	93,736	$6.2M	Reduce -41.4%
MRK Merck & Co. Inc.	1.39%	49,854	$6.0M	Reduce -19.3%
GLW Corning Inc.	1.33%	42,265	$5.7M	New
AMLP Alerian MLP ETF	1.31%	107,732	$5.7M	Add +52.4%
HESM Hess Midstream LP Class A	1.31%	145,267	$5.6M	Add +80.9%
NKE Nike Inc. Class B	1.31%	106,865	$5.6M	Add +13.3%
ORLA Orla Mining Ltd. filed as ORLA MNG LTD NEW	1.28%	343,291	$5.5M	Add +134.1%
NEE Nextera Energy Inc.	1.28%	59,398	$5.5M	Add +0.1%
PLTR Palantir Technologies Inc. Class A	1.28%	37,600	$5.5M	Reduce -1.6%
CDE Coeur Mining Inc.	1.20%	274,846	$5.2M	Add +339.4%
XOM Exxon Mobil Corp.	1.18%	30,070	$5.1M	Reduce -32.9%
AWK American Water Works Co. Inc.	1.15%	36,597	$5.0M	New
TEVA Teva Pharmaceutical-SP ADR	1.15%	165,236	$5.0M	Reduce -78.0%
XLE SS Energy Select Sector	1.11%	78,000	$4.8M	Add +1.0%
MSFT Microsoft Corp.	1.04%	12,154	$4.5M	Add +21.2%
AMGN Amgen Inc.	0.90%	11,023	$3.9M	Add +5.5%
IVZ Invesco Ltd.	0.89%	158,255	$3.8M	Add +0.1%
FCG First Trust Natural Gas ETF	0.86%	116,625	$3.7M	Reduce -76.0%
B Barrick Mining Corp.	0.85%	90,208	$3.7M	Reduce -33.8%
IBIT iShares Bitcoin Trust ETF	0.80%	90,108	$3.5M	Reduce -82.1%
QCOM Qualcomm Inc.	0.78%	26,057	$3.4M	Add +32.7%
WHR Whirlpool Corp.	0.75%	60,035	$3.2M	Add +48.7%
BWXT BWX Technologies Inc.	0.75%	15,804	$3.2M	Add +2.0%
LNG Cheniere Energy Inc.	0.72%	10,991	$3.1M	Add +0.2%
SPTM SS SPDR P S&P 1500 Comp ETF	0.57%	31,038	$2.5M	Reduce -16.0%
UUUU Energy Fuels Inc.	0.56%	131,382	$2.4M	New
SHLD Global X Defense Tech ETF	0.55%	33,212	$2.4M	Add +0.6%
AAPL Apple Inc.	0.54%	9,106	$2.3M	Reduce -0.1%
DOW Dow Inc. filed as DOW HLDGS INC	0.51%	52,887	$2.2M	Add +291.8%
COP Conocophillips	0.49%	15,939	$2.1M	Add +0.7%
IWO iShares Russell 2000 Growth	0.48%	6,594	$2.1M	Add +454.1%
PHYS Sprott Physical Gold Trust	0.47%	57,621	$2.0M	Add +268.9%
DAX Global X Dax Germany ETF	0.37%	37,723	$1.6M	Reduce -1.7%
XLI SS Industrial Select Sector	0.37%	9,783	$1.6M	Reduce -2.7%
SBSW Sibanye-Stillwater Ltd.-ADR	0.36%	125,000	$1.5M	New
APUE Activepassive US Equity ETF	0.35%	37,608	$1.5M	Reduce -0.1%
LQD Ishr Ibx Usd Invgd CB ETF-Ui	0.35%	13,710	$1.5M	Add +3.3%
LLY Eli Lilly & Co.	0.34%	1,612	$1.5M	No change
NOG Northern Oil and Gas Inc.	0.34%	49,979	$1.5M	New
UAMY United States Antimony Corp.	0.33%	163,602	$1.4M	New
CVX Chevron Corp.	0.33%	6,898	$1.4M	Reduce -67.9%
EQT Eqt Corp.	0.31%	21,143	$1.3M	Add +0.2%
GD General Dynamics Corp.	0.31%	3,903	$1.3M	New
WDAF Wisdomtree Asia Defense FD	0.31%	42,200	$1.3M	New
SLV iShares Silver Trust	0.31%	19,353	$1.3M	Reduce -6.4%
IEZ iShares U.S. Oil Equipment &	0.30%	44,727	$1.3M	New
MO Altria Group Inc.	0.30%	19,542	$1.3M	Reduce -78.5%
INTC Intel Corp.	0.29%	28,567	$1.3M	Reduce -31.2%
TRX TRX Gold Corp.	0.27%	782,991	$1.2M	Add +2273.3%
NVDA Nvidia Corp.	0.27%	6,725	$1.2M	Add +2.9%
HON Honeywell International Inc.	0.25%	4,805	$1.1M	Add +4.8%
IWF iShares Russell 1000 Growth	0.24%	2,440	$1.0M	Reduce -45.2%
LIN Linde PLC	0.24%	2,075	$1.0M	New
ALOY Realloys Inc.	0.24%	104,000	$1.0M	New
PALL Abrdn Physical Palladium SHS	0.23%	7,500	$1.0M	New
EUAD Select Stoxx Eur Aer DE ETF	0.23%	24,361	$992K	Add +2.1%
NSC Norfolk Southern Corp.	0.23%	3,420	$982K	No change
GLD SPDR Gold Shares	0.23%	2,265	$975K	Reduce -0.7%
PPLT Abrdn Physical Platinum SHRS	0.22%	5,285	$942K	New
SCCO Southern Copper Corp.	0.21%	5,338	$918K	Reduce -29.2%
AVGO Broadcom Inc.	0.20%	2,811	$870K	Add +2.0%
MOS The Mosaic Co.	0.20%	33,190	$846K	New
D Dominion Energy Inc.	0.19%	13,598	$841K	Add +0.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.19%	3,394	$823K	Add +0.4%
T AT&T Inc.	0.19%	27,751	$805K	Add +0.1%
USMV iShares MSCI USA Min Vol Fac	0.18%	8,456	$784K	Add +0.3%
MDT Medtronic PLC	0.18%	8,725	$756K	Add +1.0%
UNH Unitedhealth Group Inc.	0.17%	2,696	$730K	Add +2.5%
XLK SS Technology Select Sector	0.17%	5,480	$728K	Reduce -72.8%
BDYN iShares DYN Act ETF	0.15%	27,307	$664K	Reduce -10.8%
ABBV Abbvie Inc.	0.15%	3,008	$654K	Reduce -0.0%
HL Hecla Mining Co.	0.15%	35,000	$652K	Add +133.3%
APIE Activepassive Intl Eqty ETF	0.15%	18,271	$644K	Reduce -2.8%
APCB Activepassive Core Bond ETF	0.15%	21,623	$637K	Add +0.6%
SPY SS SPDR S&P 500 ETF Trust-US	0.15%	970	$631K	Reduce -6.4%
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC	0.14%	8,635	$620K	New
VSAT Viasat Inc.	0.14%	13,320	$610K	Add +1.6%
IWP iShares Russell Mid-Cap Grow	0.14%	4,738	$607K	Add +7.3%
LYB Lyondellbasell Indu Class A	0.14%	7,500	$604K	New
AVAV Aerovironment Inc.	0.14%	3,300	$604K	Add +17.9%
RSP Invesco S&P 500 Equal Weight	0.14%	3,115	$598K	New
MUB iShares National Muni Bond E	0.13%	5,439	$577K	Reduce -20.3%
CCJ Cameco Corp.	0.13%	5,237	$569K	Reduce -64.4%
USAR USA Rare Earth Inc.	0.13%	36,475	$552K	New
KTOS Kratos Defense & Security	0.13%	7,721	$544K	Add +0.2%
PBT Permian Basin Royalty Trust	0.12%	25,000	$538K	No change
CEF Sprott Physical Gold and Sil	0.12%	10,851	$518K	Reduce -47.4%
DVN Devon Energy Corp.	0.12%	10,225	$514K	Reduce -86.7%
COPX Global X Copper Miners ETF	0.12%	6,628	$506K	Add +1.0%
SCHG Schwab US Large-Cap Growth	0.12%	17,116	$499K	Reduce -27.0%
VLO Valero Energy Corp.	0.11%	2,000	$494K	No change
WMT Walmart Inc.	0.11%	3,787	$471K	Add +0.0%
SPG Simon Property Group Inc.	0.11%	2,500	$466K	No change
VTI VG Morningstar TS MKT ETF-US	0.10%	1,393	$447K	Add +0.4%
BDVL iShares DV Equity Active ETF	0.09%	16,572	$409K	Reduce -16.0%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F	0.09%	7,255	$403K	Add +21.0%
IWD iShares Russell 1000 Value E	0.09%	1,812	$387K	New
AGG iShares Core U.S. Aggregate	0.09%	3,730	$370K	Reduce -1.6%
XAR SS SPDR S&P Aerospace Def	0.08%	1,386	$352K	New
DHR Danaher Corp.	0.08%	1,823	$346K	No change
LH Labcorp Holdings Inc.	0.08%	1,215	$324K	Add +0.3%
LULU Lululemon Athletica Inc.	0.07%	2,084	$319K	New
APMU Activepassive Interm Muni BD	0.07%	11,353	$283K	Add +0.6%
RKLB Rocket Lab Corp.	0.07%	4,400	$283K	New
EXK Endeavour Silver Corp.	0.06%	30,000	$279K	Reduce -25.0%
CRML Critical Metals Corp.	0.06%	35,000	$278K	New
CPNG Coupang Inc.	0.06%	14,125	$267K	Add +1.4%
IVV iShares Core S&P 500 ETF	0.06%	400	$261K	Reduce -2.2%
GS Goldman Sachs Group Inc.	0.06%	300	$254K	No change
AMZN Amazon.com Inc.	0.06%	1,207	$251K	Reduce -2.2%
IEFA iShares Core MSCI Eafe ETF	0.06%	2,733	$247K	Add +0.9%
BA The Boeing Co.	0.06%	1,200	$239K	New
SHEL Shell PLC-ADR	0.06%	2,551	$237K	New
NMG Nouveau Monde Graphite Inc.	0.05%	100,000	$224K	New
IWS iShares Russell Mid-Cap Valu	0.05%	1,480	$216K	No change
FISR SS Fi Sector Rotation	0.05%	8,383	$216K	Reduce -7.6%
XLF SS Financial Select Sector	0.05%	4,331	$214K	Reduce -19.8%
VXUS Vanguard Total Intl Stock	0.05%	2,677	$206K	Reduce -0.1%
NATO Themes Transatlantic Defense	0.05%	5,256	$203K	No change
IUSB Ishr CR Unvrse Usd BD ETF-Ui	0.05%	4,366	$202K	Add +0.0%
AMPHASTAR PHARMACEUTICAL (AMPH 2 03/15/29)	0.05%	220,000	$199K	Reduce -6.4%
RIG Transocean Ltd.	0.02%	10,869	$72K	Reduce -94.8%
DNN Denison Mines Corp.	0.01%	17,500	$62K	Reduce -6.8%

Other holdings (3): bonds, preferreds, convertibles and warrants · $61.4M (not counted above)

Security	Class	Shares / Principal	Value	Change
BOEING CO/THE (BA 6 10/15/27)	DEP CONV PFD A	403,324	$26.2M	Add +170.6%
NEXTERA ENERGY INC (NEE 7.234 11/01/27)	UNIT 11/01/2027	408,776	$21.5M	Reduce -5.2%
HP ENTERPRISE CO (HPE 7.625 09/01/27)	7.625 MAND CONV	213,866	$13.8M	Reduce -23.0%

Total filed on the 13F, all lines: $492.7M.

Portfolio Sells Q4 2025 → Q1 2026


IBIT iShares Bitcoin Trust ETF	Reduce -82.1%	0.80%	−4.48
TEVA Teva Pharmaceutical-SP ADR	Reduce -78.0%	1.15%	−3.82
BP BP PLC-Spons ADR	Reduce -72.4%	1.74%	−2.51
SHYG iShares 0-5 YR HY Corp. Bond	Sold out	0.00%	−2.48
FLOT iShares Floating Rate Bond E	Reduce -37.3%	4.58%	−2.08
FCG First Trust Natural Gas ETF	Reduce -76.0%	0.86%	−1.55
PAAS Pan American Silver Corp.	Reduce -39.2%	3.24%	−1.38
TSLA Tesla Inc.	Reduce -13.3%	4.63%	−1.27
VALE Vale SA-SP ADR	Sold out	0.00%	−1.10
SIL Global X Silver Miners ETF	Sold out	0.00%	−0.99
BBY Best Buy Co. Inc.	Sold out	0.00%	−0.92
MO Altria Group Inc.	Reduce -78.5%	0.30%	−0.81
NEM Newmont Corp.	Reduce -37.4%	1.93%	−0.67
RTX RTX Corp.	Sold out	0.00%	−0.66
TGT Target Corp.	Sold out	0.00%	−0.65
BABA Alibaba Group Holding-SP ADR	Sold out	0.00%	−0.54
DVN Devon Energy Corp.	Reduce -86.7%	0.12%	−0.48
XLK SS Technology Select Sector	Reduce -72.8%	0.17%	−0.45
SLB SLB Ltd.	Sold out	0.00%	−0.43
B Barrick Mining Corp.	Reduce -33.8%	0.85%	−0.40
BLOCK INC (XYZ 0 05/01/26)	Reduce -24.5%	1.95%	−0.37
CVX Chevron Corp.	Reduce -67.9%	0.33%	−0.36
AA Alcoa Corp.	Reduce -41.4%	1.44%	−0.36
SQM Quimica Y Minera Chil-SP ADR	Sold out	0.00%	−0.29
QQQ Invesco QQQ Trust Series 1	Sold out	0.00%	−0.21
IWF iShares Russell 1000 Growth	Reduce -45.2%	0.24%	−0.21
RIG Transocean Ltd.	Reduce -94.8%	0.02%	−0.17
ORCL Oracle Corp.	Sold out	0.00%	−0.17
PLTR Palantir Technologies Inc. Class A	Reduce -1.6%	1.28%	−0.16
NUKZ Range Nuclear Renaissance	Sold out	0.00%	−0.16
CCJ Cameco Corp.	Reduce -64.4%	0.13%	−0.15
UPS United Parcel Service Class B	Sold out	0.00%	−0.13
BKR Baker Hughes Co.	Sold out	0.00%	−0.12
DELL Dell Technologies -C	Sold out	0.00%	−0.11
VST Vistra Corp.	Sold out	0.00%	−0.10
USFR Wisdomtree Floating Rate Tre	Sold out	0.00%	−0.10
KWEB Kranesh Csi China Internet	Sold out	0.00%	−0.10
SLX Vaneck Steel ETF	Sold out	0.00%	−0.09
URA Global X Uranium ETF	Sold out	0.00%	−0.09
GSY Invesco Ultra Short Duration	Sold out	0.00%	−0.09
CEF Sprott Physical Gold and Sil	Reduce -47.4%	0.12%	−0.08
BHP BHP Group Ltd.-Spon ADR	Sold out	0.00%	−0.08
SPTM SS SPDR P S&P 1500 Comp ETF	Reduce -16.0%	0.57%	−0.08
NBR Nabors Industries Ltd.	Sold out	0.00%	−0.06
TLH iShares 10-20 Year Treasury	Sold out	0.00%	−0.05
XYZ Block Inc.	Sold out	0.00%	−0.05
DRGN Themes China Gen AI ETF	Sold out	0.00%	−0.05
IEUR iShares Core MSCI Europe ETF	Sold out	0.00%	−0.05
SJT San Juan Basin Royalty TR	Sold out	0.00%	−0.05
EFV iShares MSCI Eafe Value ETF	Sold out	0.00%	−0.05

Portfolio Buys Q4 2025 → Q1 2026


EMB iShares JP Morgan Usd Emergi	New	5.74%	+5.74
NORTHERN OIL & GAS INC (NOG 3.625 04/15/29)	New	4.83%	+4.83
GEV GE Vernova Inc.	Add +312.8%	2.78%	+2.32
PSLV Sprott Physical Silver Trust	Add +320.9%	2.80%	+2.21
GLW Corning Inc.	New	1.33%	+1.33
AWK American Water Works Co. Inc.	New	1.15%	+1.15
CDE Coeur Mining Inc.	Add +339.4%	1.20%	+0.96
ORLA Orla Mining Ltd.	Add +134.1%	1.28%	+0.87
NTR Nutrien Ltd.	Add +13.7%	2.52%	+0.86
HESM Hess Midstream LP Class A	Add +80.9%	1.31%	+0.72
AMLP Alerian MLP ETF	Add +52.4%	1.31%	+0.61
UUUU Energy Fuels Inc.	New	0.56%	+0.56
IAU iShares Gold Trust	Add +22.0%	1.65%	+0.51
DOW Dow Inc.	Add +291.8%	0.51%	+0.44
AEM Agnico Eagle Mines Ltd.	Add +0.8%	1.70%	+0.41
IWO iShares Russell 2000 Growth	Add +454.1%	0.48%	+0.40
XLE SS Energy Select Sector	Add +1.0%	1.11%	+0.38
PHYS Sprott Physical Gold Trust	Add +268.9%	0.47%	+0.36
SBSW Sibanye-Stillwater Ltd.-ADR	New	0.36%	+0.36
NOG Northern Oil and Gas Inc.	New	0.34%	+0.34
UAMY United States Antimony Corp.	New	0.33%	+0.33
GD General Dynamics Corp.	New	0.31%	+0.31
WDAF Wisdomtree Asia Defense FD	New	0.31%	+0.31
IEZ iShares U.S. Oil Equipment &	New	0.30%	+0.30
LNG Cheniere Energy Inc.	Add +0.2%	0.72%	+0.27
NEE Nextera Energy Inc.	Add +0.1%	1.28%	+0.27
TRX TRX Gold Corp.	Add +2273.3%	0.27%	+0.27
LIN Linde PLC	New	0.24%	+0.24
ALOY Realloys Inc.	New	0.24%	+0.24
PALL Abrdn Physical Palladium SHS	New	0.23%	+0.23
PPLT Abrdn Physical Platinum SHRS	New	0.22%	+0.22
MOS The Mosaic Co.	New	0.20%	+0.20
BWXT BWX Technologies Inc.	Add +2.0%	0.75%	+0.18
AMGN Amgen Inc.	Add +5.5%	0.90%	+0.17
COP Conocophillips	Add +0.7%	0.49%	+0.17
EL Estee Lauder Companies Class A	New	0.14%	+0.14
LYB Lyondellbasell Indu Class A	New	0.14%	+0.14
RSP Invesco S&P 500 Equal Weight	New	0.14%	+0.14
WHR Whirlpool Corp.	Add +48.7%	0.75%	+0.13
USAR USA Rare Earth Inc.	New	0.13%	+0.13
SHLD Global X Defense Tech ETF	Add +0.6%	0.55%	+0.09
HL Hecla Mining Co.	Add +133.3%	0.15%	+0.09
IWD iShares Russell 1000 Value E	New	0.09%	+0.09
XAR SS SPDR S&P Aerospace Def	New	0.08%	+0.08
LULU Lululemon Athletica Inc.	New	0.07%	+0.07
EQT Eqt Corp.	Add +0.2%	0.31%	+0.07
QCOM Qualcomm Inc.	Add +32.7%	0.78%	+0.07
RKLB Rocket Lab Corp.	New	0.07%	+0.07
CRML Critical Metals Corp.	New	0.06%	+0.06
HON Honeywell International Inc.	Add +4.8%	0.25%	+0.06

Options Activity Q4 2025 → Q1 2026


SLB SLB Ltd.	call	Sold out	200,000	$7.7Mbefore exit
CDE Coeur Mining Inc.	call	Sold out	180,000	$3.2Mbefore exit
HL Hecla Mining Co.	call	Sold out	25,000	$480Kbefore exit
DSX Diana Shipping Inc.	call	Sold out	100,000	$168Kbefore exit

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

Notes & Other Activity Q4 2025 → Q1 2026


BOEING CO/THE (BA 6 10/15/27)	DEP CONV PFD A	Add +170.6%	403,324	$26.2M
NEXTERA ENERGY INC (NEE 7.234 11/01/27)	UNIT 11/01/2027	Reduce -5.2%	408,776	$21.5M
ALBEMARLE CORP (ALB 7.25 03/01/27)	7.25% DEP SHS A	Sold out	235,362	$14.0Mbefore exit
HP ENTERPRISE CO (HPE 7.625 09/01/27)	7.625 MAND CONV	Reduce -23.0%	213,866	$13.8M

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	134	$460.0M	VOO, EMB, FCX, NORTHERN OIL & GAS INC (NOG 3.625 04/15/29), TSLA
Q1 2026	139	$431.3M	VOO, EMB, FCX, NORTHERN OIL & GAS INC (NOG 3.625 04/15/29), TSLA
Q4 2025	143	$472.0M	VOO, FLOT, TSLA, IBIT, TEVA
Q3 2025	149	$486.3M	VOO, FLOT, IBIT, PAAS, TSLA
Q2 2025	134	$405.2M	IBIT, VOO, PAAS, TSLA, BLOCK INC (XYZ 0 05/01/26)
Q1 2025	112	$349.8M	VOO, IBIT, PAAS, TSLA, BLOCK INC (XYZ 0 05/01/26)
Q4 2024	104	$297.7M	VOO, IBIT, TSLA, BLOCK INC (XYZ 0 05/01/26), PAAS
Q3 2024	119	$362.4M	VOO, EMB, IBIT, TSLA, B
Q2 2024	111	$315.7M	VOO, IBIT, GOOG, B, PAAS
Q1 2024	108	$281.3M	VOO, MSTR, B, GOOG, PAAS