ISLAY CAPITAL MANAGEMENT, LLC Q1 2025 Filing

Filed May 14, 2025

Portfolio Value

$148.1M

Holdings

185

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (185 positions)

StockValue
SCHDSCHWAB STRATEGIC TR
$10.0M
AVUVAMERICAN CENTY ETF TR
$6.7M
SCHBSCHWAB STRATEGIC TR
$6.5M
SCHOSCHWAB STRATEGIC TR
$6.0M
RSPTINVESCO EXCHANGE TRADED FD T
$5.7M
BILSPDR SER TR
$5.0M
BRK/BBERKSHIRE HATHAWAY INC DEL
$4.5M
PMBSPIMCO ETF TR
$4.5M
AAPLAPPLE INC
$4.5M
PHBINVESCO EXCH TRADED FD TR II
$3.4M
UYLDANGEL OAK FUNDS TRUST
$3.2M
MSFTMICROSOFT CORP
$3.0M
OXYOCCIDENTAL PETE CORP
$2.6M
EMBISHARES TR
$2.4M
FRDMEA SERIES TRUST
$2.4M
UPSUNITED PARCEL SERVICE INC
$2.3M
FLTBFIDELITY MERRIMACK STR TR
$2.0M
CASYCASEYS GEN STORES INC
$2.0M
IVVISHARES TR
$2.0M
WFCWELLS FARGO CO NEW
$2.0M
AMZNAMAZON COM INC
$1.9M
XOMEXXON MOBIL CORP
$1.8M
TXNTEXAS INSTRS INC
$1.7M
LMTLOCKHEED MARTIN CORP
$1.6M
ABGCENCORA INC
$1.6M
DGROISHARES TR
$1.6M
GOOGLALPHABET INC
$1.6M
BJBJS WHSL CLUB HLDGS INC
$1.5M
IEMGISHARES INC
$1.5M
JNJJOHNSON & JOHNSON
$1.5M
ONEQFIDELITY COMWLTH TR
$1.4M
DYHTARGET CORP
$1.4M
SIGSIGNET JEWELERS LIMITED
$1.4M
COPCONOCOPHILLIPS
$1.4M
HYGISHARES TR
$1.4M
KRKROGER CO
$1.3M
PLTRPALANTIR TECHNOLOGIES INC
$1.3M
SYYSYSCO CORP
$1.3M
FCORFIDELITY MERRIMACK STR TR
$1.3M
THCTENET HEALTHCARE CORP
$1.3M
HUMHUMANA INC
$1.2M
ASOACADEMY SPORTS & OUTDOORS IN
$1.2M
GAPGAP INC
$1.2M
SLBSCHLUMBERGER LTD
$1.2M
VCVISTEON CORP
$1.2M
JAKKJAKKS PAC INC
$1.1M
AMLPALPS ETF TR
$1.1M
GPIGROUP 1 AUTOMOTIVE INC
$1.1M
BBYBEST BUY INC
$1.1M
AQLTISHARES TR
$1.1M
APOAPOLLO GLOBAL MGMT INC
$1.1M
XBXMXNUVEEN S&P 500 BUY-WRITE INC
$1.1M
DEMWISDOMTREE TR
$1.1M
ALSNALLISON TRANSMISSION HLDGS I
$1.0M
MOHMOLINA HEALTHCARE INC
$1.0M
TSCOTRACTOR SUPPLY CO
$1.0M
PHYS/USPROTT PHYSICAL GOLD TR
$990K
SCHWSCHWAB CHARLES CORP
$969K
CVXCHEVRON CORP NEW
$929K
SCHGSCHWAB STRATEGIC TR
$881K
WFC 7.5 PERP LWELLS FARGO CO NEW
$763K
OHIOMEGA HEALTHCARE INVS INC
$755K
KKRKKR & CO INC
$754K
JPMJPMORGAN CHASE & CO.
$711K
CATHGLOBAL X FDS
$703K
PSLV/USPROTT PHYSICAL SILVER TR
$684K
MPCMARATHON PETE CORP
$675K
SOSOUTHERN CO
$626K
NVDANVIDIA CORPORATION
$596K
PSXPHILLIPS 66
$572K
FNFFIDELITY NATIONAL FINANCIAL
$564K
EMREMERSON ELEC CO
$491K
PDXPIMCO DYNAMIC INCOME STRATEG
$474K
COLDAMERICOLD REALTY TRUST INC
$464K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$457K
NEMNEWMONT CORP
$439K
VODVODAFONE GROUP PLC NEW
$372K
BAC 7.25 PERP LBANK AMERICA CORP
$370K
PAAPLAINS ALL AMERN PIPELINE L
$366K
CITHE CIGNA GROUP
$319K
AQLTISHARES TR
$309K
SBRSABINE RTY TR
$270K
SPTLSPDR SER TR
$245K
HLNEHAMILTON LANE INC
$215K
BNDXVANGUARD CHARLOTTE FDS
$189K
RTXRTX CORPORATION
$179K
DEDEERE & CO
$178K
HPKHIGHPEAK ENERGY INC
$156K
IJRISHARES TR
$155K
BXBLACKSTONE INC
$140K
EPIWISDOMTREE TR
$131K
MRSHMARSH & MCLENNAN COS INC
$110K
LHXL3HARRIS TECHNOLOGIES INC
$109K
NUVNUVEEN MUN VALUE FD INC
$101K
PRUPRUDENTIAL FINL INC
$100K
EIMEATON VANCE MUN BD FD
$100K
NZFNUVEEN MUNICIPAL CREDIT INC
$98K
CARYANGEL OAK FUNDS TRUST
$93K
KOCOCA COLA CO
$93K
NFLXNETFLIX INC
$89K
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