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CIK: 0001534450
Total reported value
$92.6M
$92.6M
145 檔
34.8%
The Q4 2024 SEC filing reveals that Ground Swell Capital, LLC held a total portfolio value of $92.6M, covering 145 public equity positions.
In Q4 2024, Ground Swell Capital, LLC adopted a defensive or profit-taking posture, trimming 6 positions and completely liquidating 26 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including TLT, TSLA, MSTR) accounted for 34.8% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 20.13% | -1.72% | EXIT | |
| 2 | TSLA | Tesla Inc | Stock-Consumer Disc | 12.15% | -0.39% | — | |
| 3 | MSTR | Strategy Inc | Stock-Tech | 10.89% | — | — | |
| 4 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 2.92% | — | — | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.32% | — | — | |
| 6 | ADP | Automatic Data Processing | Stock-Tech | 1.97% | — | — | |
| 7 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-Other | 1.73% | -0.49% | EXIT | |
| 8 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 1.65% | — | — | |
| 9 | OIH | Vaneck Oil Services ETF | ETF-Other | 1.59% | -0.56% | EXIT | |
| 10 | KOKU | Xtrackers Msci Kokusai Eqty | ETF-Other | 1.40% | — | +123.40% | |
| 11 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 1.37% | — | — | |
| 12 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 1.36% | — | — | |
| 13 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.24% | — | — | |
| 14 | ARKK | Ark Innovation ETF | ETF-Other | 1.23% | — | — | |
| 15 | QLD | Proshares Ultra Qqq | ETF-Other | 1.15% | +0.23% | NEW | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.13% | — | — | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.13% | -3.07% | EXIT | |
| 18 | PFGC | Performance Food Group Co | Stock-Consumer Staples | 0.99% | — | — | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.90% | -3.01% | EXIT | |
| 20 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.84% | — | — | |
| 21 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.80% | — | — | |
| 22 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.79% | — | — | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.74% | — | -94.60% | |
| 24 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 0.69% | — | — | |
| 25 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.66% | — | — | |
| 26 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.62% | — | — | |
| 27 | DASH | Doordash Inc - A | Stock-Consumer Disc | 0.61% | — | — | |
| 28 | IONQ | Ionq Inc | Stock-Tech | 0.61% | — | -23.23% | |
| 29 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.59% | — | — | |
| 30 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.58% | — | — | |
| 31 | NVR | Nvr Inc | Stock-Consumer Disc | 0.54% | — | — | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.52% | — | — | |
| 33 | IXJ | Ishares Global Healthcare Et | ETF-Other | 0.52% | — | — | |
| 34 | NDAQ | Nasdaq Inc | Stock-Financials | 0.50% | — | — | |
| 35 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.50% | — | — | |
| 36 | PM | Philip Morris International | Stock-Consumer Staples | 0.49% | — | — | |
| 37 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.48% | — | — | |
| 38 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-Other | 0.48% | — | — | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.47% | — | — | |
| 40 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.47% | — | +64.61% | |
| 41 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.46% | — | -82.17% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.46% | -1.45% | EXIT | |
| 43 | ACHR | Archer Aviation Inc-a | Stock-Industrials | 0.45% | -0.14% | EXIT | |
| 44 | GDXJ | Vaneck Junior Gold Miners | ETF-Commodities | 0.45% | — | — | |
| 45 | FCNCA | First Citizens Bcshs -cl A | Stock-Financials | 0.45% | — | — | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.44% | -3.48% | EXIT | |
| 47 | WYNN | Wynn Resorts LTD | Stock-Consumer Disc | 0.44% | — | — | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.44% | — | — | |
| 49 | VMC | Vulcan Materials Co | Stock-Materials | 0.42% | — | — | |
| 50 | WAT | Waters CORP | Stock-Healthcare | 0.42% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +12.2% | NEW | New buy |
| 2 | MSTR | Strategy Inc | +10.9% | NEW | New buy |
| 3 | TLT | Ishares 20+ Year Treasury Bd | +3.3% | -21.63% | Trim |
| 4 | IWN | Ishares Russell 2000 Value E | +2.9% | NEW | New buy |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +2.3% | NEW | New buy |
| 6 | ADP | Automatic Data Processing | +2% | NEW | New buy |
| 7 | XOP | Ss Spdr S&p Og Exp & Prod | +1.7% | NEW | New buy |
| 8 | GDX | Vaneck Gold Miners ETF | +1.7% | NEW | New buy |
| 9 | OIH | Vaneck Oil Services ETF | +1.6% | NEW | New buy |
| 10 | IWO | Ishares Russell 2000 Growth | +1.4% | NEW | New buy |
| 11 | TMUS | T-mobile US Inc | +1.2% | NEW | New buy |
| 12 | ARKK | Ark Innovation ETF | +1.2% | NEW | New buy |
| 13 | QLD | Proshares Ultra Qqq | +1.2% | NEW | New buy |
| 14 | VTI | Vanguard Total Stock Mkt ETF | +1.1% | NEW | New buy |
| 15 | KOKU | Xtrackers Msci Kokusai Eqty | +1% | +123.40% | Add |
| 16 | PFGC | Performance Food Group Co | +1% | NEW | New buy |
| 17 | IWV | Ishares Russell 3000 ETF | +0.8% | NEW | New buy |
| 18 | SCHG | Schwab US Large-cap Growth | +0.8% | NEW | New buy |
| 19 | IWR | Ishares Russell Mid-cap ETF | +0.8% | NEW | New buy |
| 20 | EWJ | Ishares Msci Japan ETF | -0.4% | EXIT | Sold out |
| 21 | AMAT | Applied Materials Inc | -0.4% | EXIT | Sold out |
| 22 | CBRE | Cbre Group Inc - A | -0.4% | EXIT | Sold out |
| 23 | KWEB | Kranesh Csi China Internet | -0.4% | EXIT | Sold out |
| 24 | WDC | Western Digital CORP | -0.5% | EXIT | Sold out |
| 25 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.5% | EXIT | Sold out |
| 26 | JNK | Ss Spdr Bb High Yield Bond | -0.5% | EXIT | Sold out |
| 27 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -0.6% | EXIT | Sold out |
| 28 | VSS | Vanguard Ftse All Wo X-us Sc | -0.6% | EXIT | Sold out |
| 29 | SMCIUSD | Super Micro Computer Inc | -0.6% | EXIT | Sold out |
| 30 | ABNB | Airbnb Inc-class A | -0.6% | EXIT | Sold out |
| 31 | TQQQ | Proshares Ultrapro Qqq | -0.6% | EXIT | Sold out |
| 32 | PANW | Palo Alto Networks Inc | -0.6% | EXIT | Sold out |
| 33 | COIN | Coinbase Global Inc -class A | -0.6% | -82.17% | Trim |
| 34 | MDY | State Street Spdr S&p Midcap | -0.7% | EXIT | Sold out |
| 35 | IJH | Ishares Core S&p Midcap ETF | -0.7% | EXIT | Sold out |
| 36 | EFA | Ishares Msci Eafe ETF | -0.8% | EXIT | Sold out |
| 37 | AMD | Advanced Micro Devices | -0.8% | EXIT | Sold out |
| 38 | AAPL | Apple Inc | -0.8% | -71.77% | Trim |
| 39 | EWZ | Ishares Msci Brazil ETF | -0.9% | EXIT | Sold out |
| 40 | DXCM | Dexcom Inc | -0.9% | EXIT | Sold out |
| 41 | EWY | Ishares Msci South Korea ETF | -0.9% | EXIT | Sold out |
| 42 | ODFL | Old Dominion Freight Line | -1.2% | EXIT | Sold out |
| 43 | SBUX | Starbucks CORP | -1.2% | EXIT | Sold out |
| 44 | SPGI | S&p Global Inc | -1.3% | EXIT | Sold out |
| 45 | FXI | Ishares China Large-cap ETF | -1.4% | EXIT | Sold out |
| 46 | INTC | Intel CORP | -5.4% | EXIT | Sold out |
| 47 | MSFT | Microsoft CORP | -7.5% | -94.60% | Trim |
| 48 | QQQ | Invesco Qqq Trust Series 1 | -8.2% | -97.11% | Trim |
| 49 | NVDA | Nvidia CORP | -9.6% | -94.40% | Trim |
| 50 | IWM | Ishares Russell 2000 ETF | -12.7% | EXIT | Sold out |
According to official SEC Form 13F filings, Ground Swell Capital, LLC reported a total U.S. public equity portfolio value of $92.6M across 145 disclosed positions in Q4 2024.
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Top New Position Initiated
TSLA
市值: $8.1M
Top Position Liquidated / Trimmed
IWM
前期市值: $14.4M
During Q4 2024, Ground Swell Capital, LLC's top holdings by market value included TLT (20.1%)、TSLA (12.2%)、MSTR (10.9%). The largest single position, TLT, represented 20.1% of total portfolio value.
In Q4 2024, Ground Swell Capital, LLC made 50 total portfolio adjustments, initiating 17 new buys, adding to 1 positions, trimming 6 holdings, and fully liquidating 26 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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