BECK CAPITAL MANAGEMENT, LLC Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$340.3B

Holdings

112

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (112 positions)

#StockSharesValue% PortfolioType
1
NVDANVIDIA CORPORATION COM
205,219$22.2B6.54%
2
METAMETA PLATFORMS INC CLASS A COMMON STOCK
22,935$13.2B3.88%
3
MSFTMICROSOFT CORP
27,997$10.5B3.09%
4
BXSLBLACKSTONE SECD LENDING FD COMMON STOCK
281,298$9.1B2.67%
5
AMZNAMAZON.COM INC
47,217$9.0B2.64%
6
AVGOBROADCOM INC COM
49,165$8.2B2.42%
7
WMTWALMART INC COM
91,194$8.0B2.35%
8
EQTEQT CORP COM
137,274$7.3B2.16%
9
AAPLAPPLE INC
32,417$7.2B2.12%
10
TRGPTARGA RESOURCES CORP
35,172$7.1B2.07%
11
PPAINVESCO EXCHANGE TRADED FD TR AEROSPACE DEFN
60,160$7.0B2.06%
12
JEPQJ P MORGAN EXCHANGE TRADED FD NASDAQ EQT PREM
133,541$6.9B2.03%
13
FTAIFTAI AVIATION LTD SHS ISIN #KYG3730V1059
62,118$6.9B2.03%
14
PANWPALO ALTO NETWORKS INC COM USD0.0001
39,566$6.8B1.98%
15
CCOCAMECO CORP COM NPV ISIN #CA13321L1085 SEDOL #2166160
153,177$6.3B1.85%
16
VRTVERTIV HOLDINGS CO COM CL A
85,192$6.2B1.81%
17
SPOTSPOTIFY TECHNOLOGY S.A. COM EUR0.000625
10,870$6.0B1.76%
18
AGNCAGNC INVT CORP COM
587,905$5.6B1.66%
19
EQWLINVESCO EXCHANGE TRADED FD TR S&P 100 EQL WIGH
54,153$5.6B1.64%
20
GEVGE VERNOVA INC COM
18,186$5.6B1.63%
21
LLYELI LILLY &CO COM
6,148$5.1B1.49%
22
LNGCHENIERE ENERGY INC COM USD0.003
21,808$5.0B1.48%
23
SHLDGLOBAL X FDS DEFENSE TECH ETF
106,596$5.0B1.46%
24
CRWDCROWDSTRIKE HLDGS INC CL A
13,846$4.9B1.43%
25
OKEONEOK INC COM USD0.01
48,211$4.8B1.41%
26
FBTCFIDELITY WISE ORIGIN BITCOIN FUND
64,811$4.7B1.37%
27
CIBRFIRST TR EXCHANGE TRADED FD II NASDAQ CYB ETF
73,554$4.6B1.36%
28
VSTVISTRA CORP COM
38,813$4.6B1.34%
29
GOOGALPHABET INC CAP STK CL C
28,993$4.5B1.33%
30
NFLXNETFLIX INC
4,741$4.4B1.30%
31
GTLSCHART INDS INC COM
29,222$4.2B1.24%
32
MCKMCKESSON CORP
6,121$4.1B1.21%
33
SIXOAIM ETF PRODUCTS TRUST U S LRGCP 6M APR
128,208$4.0B1.19%
34
GBTCGRAYSCALE BITCOIN TRUST ETF
61,038$4.0B1.17%
35
SKTTANGER INC COM
114,943$3.9B1.14%
36
CMGCHIPOTLE MEXICAN GRILL INC
72,564$3.6B1.07%
37
JPMJPMORGAN CHASE &CO. COM
14,404$3.5B1.04%
38
AESIATLAS ENERGY SOLUTIONS INC COM NEW
192,965$3.4B1.01%
39
WELLWELLTOWER INC COM
21,042$3.2B0.95%
40
SIXPAIM ETF PRODUCTS TRUST ALLIANZIM USLARGE CAP 6 MONTH BUFFER10
113,817$3.1B0.92%
41
NOWSERVICENOW INC COM USD0.001
3,880$3.1B0.91%
42
FJULFIRST TR EXCHNG TRADED FD VIII FT VEST US EQT
62,635$3.0B0.88%
43
REGREGENCY CENTERS CORP COM USD0.01
39,775$2.9B0.86%
44
GLNGGOLAR LNG LIMITED COM STK USD1.00
75,807$2.9B0.85%
45
ASMLASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012
4,275$2.8B0.83%
46
FCXFREEPORT-MCMORAN INC COM USD0.10
74,025$2.8B0.82%
47
GNLGLOBAL NET LEASE INC COM NEW
347,789$2.8B0.82%
48
AMANTERO MIDSTREAM CORP COM
153,818$2.8B0.81%
49
COPCONOCOPHILLIPS COM
25,782$2.7B0.80%
50
ARANTERO RESOURCES CORP COM
65,741$2.7B0.78%
51
EXEEXPAND ENERGY CORPORATION COMMON STOCK
23,646$2.6B0.77%
52
RSPGINVESCO EXCHANGE TRADED FD TR S&P500 EQL ENR
32,149$2.6B0.77%
53
GEGE AEROSPACE COM NEW
12,924$2.6B0.76%
54
DDOMINION ENERGY INC COM
44,045$2.5B0.73%
55
MLPAGLOBAL X FDS GLBL X MLP ETF
46,380$2.5B0.73%
56
PSEPINNOVATOR ETFS TRUST US EQTY PWR BUF
57,493$2.2B0.65%
57
STAGSTAG INDUSTRIAL INC
54,754$2.0B0.58%
58
OHIOMEGA HEALTHCARE INVESTORS INC
51,265$2.0B0.57%
59
IVVISHARES CORE S&P 500 ETF
3,434$1.9B0.57%
60
JAAAJANUS DETROIT STR TR HENDRSON AAA CL
37,952$1.9B0.57%
61
NEENEXTERA ENERGY INC COM USD0.01
25,908$1.8B0.54%
62
TLNTALEN ENERGY CORP COM
9,138$1.8B0.54%
63
BMAYINNOVATOR ETFS TRUST US EQTY BUFR MAY
45,024$1.8B0.52%
64
MLMMARTIN MARIETTA MATERIALS INC COM USD0.01
3,516$1.7B0.49%
65
BOXXEA SERIES TRUST ALPHA ARCHITECT 1-3 MONTH BOX ETF
14,682$1.6B0.48%
66
QQQEDIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES
18,616$1.6B0.48%
67
CRMSALESFORCE INC COM
6,045$1.6B0.48%
68
GMREUSDGLOBAL MED REIT INC COM NEW
182,998$1.6B0.47%
69
XOMEXXON MOBIL CORP COM
12,666$1.5B0.44%
70
PRPERMIAN RESOURCES CORP CLASS A COM
88,656$1.2B0.36%
71
APOCINNOVATOR ETFS TRUST EQUITY DEFINED P
48,135$1.2B0.35%
72
FSEPFIRST TR EXCHNG TRADED FD VIII FT VEST US EQT
24,022$1.1B0.31%
73
FNOVFIRST TR EXCHNG TRADED FD VIII FT VEST US EQT
22,499$1.1B0.31%
74
BTCGRAYSCALE BITCOIN MINI TR ETF SHS NEW
28,666$1.0B0.31%
75
BMARINNOVATOR ETFS TRUST US EQTY BUFR MAR
22,631$1.0B0.30%
76
VOOVANGUARD INDEX FUNDS S&P 500 ETF USD
1,997$1.0B0.30%
77
IAU*ISHARES GOLD TR ISHARES NEW ISIN #US4642852044 SEDOL #BKP74N6
16,656$982.0M0.29%
78
FFEBFIRST TR EXCHNG TRADED FD VIII FT VEST US EQT
19,801$966.1M0.28%
79
PMAYINNOVATOR ETFS TRUST US EQTY PWR BUF
24,004$859.3M0.25%
80
QUALISHARES TR MSCI USA QLT FCT
4,609$787.6M0.23%
81
PLTRPALANTIR TECHNOLOGIES INC CL A
8,896$750.8M0.22%
82
SMCISUPER MICRO COMPUTER INC COM NEW
20,764$711.0M0.21%
83
DOCUDOCUSIGN INC COM
8,656$704.6M0.21%
84
CARRCARRIER GLOBAL CORPORATION COM
11,108$704.2M0.21%
85
PJULINNOVATOR ETFS TRUST US EQTY PWR BUF
17,510$703.7M0.21%
86
ETHEGRAYSCALE ETHEREUM TRUST ETF
44,281$674.0M0.20%
87
GDECFIRST TR EXCHNG TRADED FD VIII FT VEST US EQT
20,092$665.2M0.20%
88
SPYSPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT
1,077$602.3M0.18%
89
MOATVANECK ETF TRUST MRNGSTR WDE MOAT
6,241$549.2M0.16%
90
PNOVINNOVATOR ETFS TRUST US EQTY PWR BUF
13,020$484.6M0.14%
91
PJUNINNOVATOR ETFS TRUST US EQTY PWR BUF
12,881$476.7M0.14%
92
KMIKINDER MORGAN INC COM USD0.01
14,408$411.1M0.12%
93
RSPTINVESCO EXCHANGE TRADED FD TR S&P500 EQL TEC
11,574$395.8M0.12%
94
FBRTFRANKLIN BSP RLTY TR INC COMMON STOCK
28,264$360.1M0.11%
95
ZJULINNOVATOR ETFS TRUST EQUITY DEFINED PROTECTION ETF 1 YR JULY
13,259$354.9M0.10%
96
HACKAMPLIFY TR CYBERSECURITY ETF
4,746$340.8M0.10%
97
GOOGLALPHABET INC CAP STK CL A
2,164$334.6M0.10%
98
ARCCARES CAPITAL CORP COM
14,512$321.6M0.09%
99
PECOPHILLIPS EDISON &CO INC COMMON STOCK
8,671$316.4M0.09%
100
IBMINTERNATIONAL BUS MACH CORP COM USD0.20
1,258$312.7M0.09%
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