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CIK: 0001534450
Total reported value
$92.6M
$92.6M
149 檔
70.0%
As reported in its official Q3 2024 Form 13F filing, Ground Swell Capital, LLC's tracked investment portfolio stood at $92.6M with 149 total positions.
Ground Swell Capital, LLC executed strategic sector rebalancing during Q3 2024, establishing 24 new positions while fully exiting 20 holdings and trimming 4 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 16.87% | -1.72% | EXIT | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 12.70% | +12.93% | NEW | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 10.68% | -3.07% | EXIT | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 8.59% | -3.48% | EXIT | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 8.19% | — | — | |
| 6 | INTC | Intel CORP | Stock-Tech | 5.41% | — | — | |
| 7 | AAPL | Apple Inc | Stock-Tech | 1.74% | -3.01% | EXIT | |
| 8 | FXI | Ishares China Large-cap ETF | ETF-Emerging Markets | 1.40% | — | — | |
| 9 | SPGI | S&p Global Inc | Stock-Financials | 1.29% | — | — | |
| 10 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.18% | — | — | |
| 11 | ODFL | Old Dominion Freight Line | Stock-Industrials | 1.17% | — | +262.61% | |
| 12 | COIN | Coinbase Global Inc -class A | Stock-Financials | 1.08% | — | — | |
| 13 | EWY | Ishares Msci South Korea ETF | ETF-Other | 0.93% | — | — | |
| 14 | DXCM | Dexcom Inc | Stock-Healthcare | 0.90% | — | — | |
| 15 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 0.86% | — | — | |
| 16 | AMD | Advanced Micro Devices | Stock-Tech | 0.82% | -1.19% | EXIT | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.80% | +0.52% | NEW | |
| 18 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.76% | — | — | |
| 19 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.70% | -1.51% | EXIT | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.70% | — | — | |
| 21 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.61% | — | — | |
| 22 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 0.61% | +0.45% | NEW | |
| 23 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.61% | — | — | |
| 24 | SMCIUSD | Super Micro Computer Inc | Stock-Other | 0.60% | — | — | |
| 25 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.56% | — | — | |
| 26 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.55% | — | — | |
| 27 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.47% | — | — | |
| 28 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.46% | — | — | |
| 29 | WDC | Western Digital CORP | Stock-Tech | 0.45% | — | — | |
| 30 | KWEB | Kranesh Csi China Internet | ETF-Emerging Markets | 0.44% | — | -2.15% | |
| 31 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 0.43% | — | — | |
| 32 | AMAT | Applied Materials Inc | Stock-Tech | 0.42% | — | +21.92% | |
| 33 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.41% | — | — | |
| 34 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.41% | — | — | |
| 35 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.40% | — | -44.35% | |
| 36 | SOLV | Solventum CORP | Stock-Healthcare | 0.38% | — | — | |
| 37 | MCO | Moody's CORP | Stock-Financials | 0.38% | — | — | |
| 38 | KOKU | Xtrackers Msci Kokusai Eqty | ETF-Other | 0.37% | — | — | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.35% | — | — | |
| 40 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.34% | — | — | |
| 41 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.33% | — | — | |
| 42 | ARM | Arm Holdings Plc-adr | Stock-Tech | 0.33% | — | — | |
| 43 | MA | Mastercard Inc - A | Stock-Financials | 0.30% | — | — | |
| 44 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.29% | — | — | |
| 45 | SNOW | Snowflake Inc | Stock-Tech | 0.29% | — | — | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.29% | — | +19.22% | |
| 47 | URNM | Sprott Uranium Miners ETF | ETF-Other | 0.28% | — | — | |
| 48 | AVY | Avery Dennison CORP | Stock-Consumer Disc | 0.27% | — | — | |
| 49 | DELL | Dell Technologies -c | Stock-Tech | 0.26% | — | — | |
| 50 | MUSA | Murphy USA Inc | Stock-Consumer Disc | 0.25% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +10.7% | NEW | New buy |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +8.6% | NEW | New buy |
| 3 | MSFT | Microsoft CORP | +8.2% | NEW | New buy |
| 4 | INTC | Intel CORP | +5.4% | NEW | New buy |
| 5 | FXI | Ishares China Large-cap ETF | +1.4% | NEW | New buy |
| 6 | SPGI | S&p Global Inc | +1.3% | NEW | New buy |
| 7 | AAPL | Apple Inc | +1.2% | +168.07% | Add |
| 8 | SBUX | Starbucks CORP | +1.2% | NEW | New buy |
| 9 | COIN | Coinbase Global Inc -class A | +1.1% | NEW | New buy |
| 10 | EWY | Ishares Msci South Korea ETF | +0.9% | NEW | New buy |
| 11 | ODFL | Old Dominion Freight Line | +0.9% | +262.61% | Add |
| 12 | DXCM | Dexcom Inc | +0.9% | NEW | New buy |
| 13 | EWZ | Ishares Msci Brazil ETF | +0.9% | NEW | New buy |
| 14 | AMD | Advanced Micro Devices | +0.8% | NEW | New buy |
| 15 | EFA | Ishares Msci Eafe ETF | +0.8% | NEW | New buy |
| 16 | MDY | State Street Spdr S&p Midcap | +0.7% | NEW | New buy |
| 17 | IJH | Ishares Core S&p Midcap ETF | +0.7% | NEW | New buy |
| 18 | ABNB | Airbnb Inc-class A | +0.6% | NEW | New buy |
| 19 | TQQQ | Proshares Ultrapro Qqq | +0.6% | NEW | New buy |
| 20 | PANW | Palo Alto Networks Inc | +0.6% | NEW | New buy |
| 21 | SMCIUSD | Super Micro Computer Inc | +0.6% | NEW | New buy |
| 22 | VSS | Vanguard Ftse All Wo X-us Sc | +0.6% | NEW | New buy |
| 23 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.6% | NEW | New buy |
| 24 | JNK | Ss Spdr Bb High Yield Bond | +0.5% | NEW | New buy |
| 25 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.5% | NEW | New buy |
| 26 | WDC | Western Digital CORP | +0.5% | NEW | New buy |
| 27 | ALAB | Astera Labs Inc | -0.4% | EXIT | Sold out |
| 28 | MANH | Manhattan Associates Inc | -0.4% | EXIT | Sold out |
| 29 | FWONK | Liberty Media Corp-formula-c | -0.4% | EXIT | Sold out |
| 30 | LULU | Lululemon Athletica Inc | -0.5% | EXIT | Sold out |
| 31 | INTU | Intuit Inc | -0.5% | EXIT | Sold out |
| 32 | CRWD | Crowdstrike Holdings Inc - A | -0.5% | -44.35% | Trim |
| 33 | VRSK | Verisk Analytics Inc | -0.5% | EXIT | Sold out |
| 34 | CART | Maplebear Inc | -0.5% | EXIT | Sold out |
| 35 | PTC | Ptc Inc | -0.5% | -74.30% | Trim |
| 36 | AXON | Axon Enterprise Inc | -0.6% | EXIT | Sold out |
| 37 | WDAY | Workday Inc-class A | -0.6% | EXIT | Sold out |
| 38 | XOP | Ss Spdr S&p Og Exp & Prod | -0.7% | EXIT | Sold out |
| 39 | GEHC | GE Healthcare Technology | -0.7% | EXIT | Sold out |
| 40 | MAR | Marriott International -cl A | -0.8% | EXIT | Sold out |
| 41 | IWF | Ishares Russell 1000 Growth | -0.8% | EXIT | Sold out |
| 42 | IWV | Ishares Russell 3000 ETF | -0.9% | EXIT | Sold out |
| 43 | PEP | Pepsico Inc | -0.9% | EXIT | Sold out |
| 44 | IWB | Ishares Russell 1000 ETF | -1.3% | EXIT | Sold out |
| 45 | ICLR | ICON Public Limited Company | -1.3% | EXIT | Sold out |
| 46 | COST | Costco Wholesale CORP | -1.3% | EXIT | Sold out |
| 47 | TSLA | Tesla Inc | -1.5% | EXIT | Sold out |
| 48 | IWM | Ishares Russell 2000 ETF | -6.6% | -46.81% | Trim |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | -14% | EXIT | Sold out |
| 50 | TLT | Ishares 20+ Year Treasury Bd | -16.8% | -58.74% | Trim |
According to official SEC Form 13F filings, Ground Swell Capital, LLC reported a total U.S. public equity portfolio value of $92.6M across 149 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including TLT, IWM, NVDA) accounted for 70.0% of total reported equity market value during Q3 2024.
Top New Position Initiated
NVDA
市值: $12.1M
Top Position Liquidated / Trimmed
SPY
前期市值: $18.1M
During Q3 2024, Ground Swell Capital, LLC's top holdings by market value included TLT (16.9%)、IWM (12.7%)、NVDA (10.7%). The largest single position, TLT, represented 16.9% of total portfolio value.
In Q3 2024, Ground Swell Capital, LLC made 50 total portfolio adjustments, initiating 24 new buys, adding to 2 positions, trimming 4 holdings, and fully liquidating 20 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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