Columbus Macro, LLC Q1 2025 Filing

Filed April 17, 2025

Portfolio Value

$758.6B

Holdings

201

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (201 positions)

#StockSharesValue% PortfolioType
1
HYDWDBX ETF TR
427,096$19.8B2.61%
2
IDEVISHARES TR
262,916$18.1B2.39%
3
IVVISHARES TR
29,470$16.6B2.18%
4
MLPAGLOBAL X FDS
260,561$13.9B1.83%
5
SCHZSCHWAB STRATEGIC TR
578,548$13.4B1.77%
6
VWOBVANGUARD WHITEHALL FDS
190,372$12.2B1.61%
7
STIPISHARES TR
112,886$11.7B1.54%
8
ENBENBRIDGE INC
259,626$11.5B1.52%
9
JEPIJ P MORGAN EXCHANGE TRADED F
200,248$11.4B1.51%
10
IEMGISHARES INC
209,955$11.3B1.49%
11
HDEFDBX ETF TR
414,637$11.3B1.48%
12
SCHJSCHWAB STRATEGIC TR
435,484$10.7B1.41%
13
KMIKINDER MORGAN INC DEL
343,461$9.8B1.29%
14
BARGRANITESHARES GOLD TR
294,831$9.1B1.20%
15
PFFDGLOBAL X FDS
477,489$9.1B1.20%
16
AMANTERO MIDSTREAM CORP
496,194$8.9B1.18%
17
ARCCARES CAPITAL CORP
401,924$8.9B1.17%
18
TLTWISHARES TR
367,388$8.8B1.17%
19
TSLXSIXTH STREET SPECIALTY LENDI
389,272$8.7B1.15%
20
BCDABRDN ETFS
254,206$8.7B1.14%
21
OKEONEOK INC NEW
84,107$8.3B1.10%
22
WMBWILLIAMS COS INC
139,143$8.3B1.10%
23
MAAMID-AMER APT CMNTYS INC
47,363$7.9B1.05%
24
QCOMQUALCOMM INC
50,720$7.8B1.03%
25
IUSVISHARES TR
82,816$7.6B1.01%
26
AFLAFLAC INC
67,794$7.5B0.99%
27
IPACISHARES TR
121,032$7.5B0.99%
28
VOOVANGUARD INDEX FDS
14,362$7.4B0.97%
29
KMBKIMBERLY-CLARK CORP
51,186$7.3B0.96%
30
BNLBROADSTONE NET LEASE INC
425,264$7.2B0.96%
31
SYYSYSCO CORP
96,110$7.2B0.95%
32
STWDSTARWOOD PPTY TR INC
359,324$7.1B0.94%
33
AGGISHARES TR
71,402$7.1B0.93%
34
USMVISHARES TR
75,245$7.0B0.93%
35
AAPLAPPLE INC
31,269$6.9B0.92%
36
FLOTISHARES TR
134,517$6.9B0.91%
37
NLYANNALY CAPITAL MANAGEMENT IN
337,312$6.9B0.90%
38
KVUEKENVUE INC
285,069$6.8B0.90%
39
PSAPUBLIC STORAGE OPER CO
22,531$6.7B0.89%
40
PHPARKER-HANNIFIN CORP
11,022$6.7B0.88%
41
ADPAUTOMATIC DATA PROCESSING IN
21,878$6.7B0.88%
42
SCHVSCHWAB STRATEGIC TR
249,972$6.6B0.88%
43
OHIOMEGA HEALTHCARE INVS INC
166,826$6.4B0.84%
44
AMGNAMGEN INC
19,583$6.1B0.80%
45
VSSVANGUARD INTL EQUITY INDEX F
52,551$6.1B0.80%
46
CITCINTAS CORP
29,544$6.1B0.80%
47
WMTWALMART INC
68,330$6.0B0.79%
48
FDUSFIDUS INVT CORP
287,622$5.9B0.77%
49
BCSFBAIN CAP SPECIALTY FIN INC
340,580$5.7B0.75%
50
JNJJOHNSON & JOHNSON
33,883$5.6B0.74%
51
HDHOME DEPOT INC
15,166$5.6B0.73%
52
MSFTMICROSOFT CORP
14,679$5.5B0.73%
53
ABBVABBVIE INC
26,112$5.5B0.72%
54
VBRVANGUARD INDEX FDS
28,969$5.4B0.71%
55
GWWGRAINGER W W INC
5,442$5.4B0.71%
56
LMTLOCKHEED MARTIN CORP
11,969$5.3B0.70%
57
SPGIS&P GLOBAL INC
10,470$5.3B0.70%
58
CMICUMMINS INC
16,841$5.3B0.70%
59
MDTMEDTRONIC PLC
58,549$5.3B0.69%
60
AVGOBROADCOM INC
30,851$5.2B0.68%
61
SPIBSPDR SER TR
155,285$5.2B0.68%
62
ITOTISHARES TR
42,087$5.1B0.68%
63
USIGISHARES TR
100,139$5.1B0.67%
64
BLKBLACKROCK INC
5,283$5.0B0.66%
65
MSIMOTOROLA SOLUTIONS INC
11,412$5.0B0.66%
66
MBBISHARES TR
52,573$4.9B0.65%
67
SPTLSPDR SER TR
180,375$4.9B0.65%
68
LHXL3HARRIS TECHNOLOGIES INC
23,298$4.9B0.64%
69
BXSLBLACKSTONE SECD LENDING FD
150,398$4.9B0.64%
70
VMBSVANGUARD SCOTTSDALE FDS
102,614$4.8B0.63%
71
IUSGISHARES TR
37,293$4.7B0.62%
72
IWDISHARES TR
24,680$4.6B0.61%
73
DBEFDBX ETF TR
106,464$4.6B0.61%
74
SYKSTRYKER CORPORATION
12,338$4.6B0.61%
75
IJRISHARES TR
43,447$4.5B0.60%
76
SCHPSCHWAB STRATEGIC TR
168,411$4.5B0.60%
77
TCPCBLACKROCK TCP CAPITAL CORP
516,303$4.1B0.55%
78
VWOVANGUARD INTL EQUITY INDEX F
89,772$4.1B0.54%
79
NUENUCOR CORP
33,704$4.1B0.53%
80
VICIVICI PPTYS INC
123,983$4.0B0.53%
81
KLACKLA CORP
5,844$4.0B0.52%
82
VTIVANGUARD INDEX FDS
14,020$3.9B0.51%
83
CEFSEXCHANGE LISTED FDS TR
6,957$3.8B0.50%
84
UNHUNITEDHEALTH GROUP INC
7,141$3.7B0.49%
85
SCHCSCHWAB STRATEGIC TR
101,274$3.6B0.48%
86
SCHMSCHWAB STRATEGIC TR
137,895$3.6B0.48%
87
VEAVANGUARD TAX-MANAGED FDS
70,748$3.6B0.47%
88
IAGGISHARES TR
69,321$3.5B0.46%
89
SCHRSCHWAB STRATEGIC TR
138,282$3.4B0.45%
90
IWFISHARES TR
9,359$3.4B0.45%
91
IEFISHARES TR
35,198$3.4B0.44%
92
TRVCCITIGROUP INC
46,688$3.3B0.44%
93
CSCOCISCO SYS INC
51,849$3.2B0.42%
94
IUSBISHARES TR
66,705$3.1B0.41%
95
BLOKAMPLIFY ETF TR
83,153$3.1B0.40%
96
VTVANGUARD INTL EQUITY INDEX F
24,236$2.8B0.37%
97
XLVSELECT SECTOR SPDR TR
18,826$2.7B0.36%
98
IMTMISHARES TR
68,199$2.7B0.36%
99
GILDGILEAD SCIENCES INC
24,018$2.7B0.35%
100
XOMEXXON MOBIL CORP
22,297$2.7B0.35%
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