ISLAY CAPITAL MANAGEMENT, LLC Q4 2024 Filing

Filed February 13, 2025

Portfolio Value

$144.0M

Holdings

206

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (206 positions)

StockValue
SCHDSCHWAB STRATEGIC TR
$11.4M
SCHBSCHWAB STRATEGIC TR
$8.0M
AVUVAMERICAN CENTY ETF TR
$5.6M
AAPLAPPLE INC
$5.4M
RSPTINVESCO EXCHANGE TRADED FD T
$5.3M
BRK/BBERKSHIRE HATHAWAY INC DEL
$4.3M
EMBISHARES TR
$3.9M
PHBINVESCO EXCH TRADED FD TR II
$3.8M
MSFTMICROSOFT CORP
$3.5M
PMBSPIMCO ETF TR
$3.2M
AQLTISHARES TR
$2.9M
IVVISHARES TR
$2.5M
BILSPDR SER TR
$2.5M
SCHOSCHWAB STRATEGIC TR
$2.4M
PLTRPALANTIR TECHNOLOGIES INC
$2.4M
GOOGLALPHABET INC
$2.3M
CASYCASEYS GEN STORES INC
$2.3M
DGROISHARES TR
$2.3M
FRDMEA SERIES TRUST
$2.2M
UYLDANGEL OAK FUNDS TRUST
$2.0M
WFCWELLS FARGO CO NEW
$1.9M
LMTLOCKHEED MARTIN CORP
$1.8M
ABGCENCORA INC
$1.8M
IEMGISHARES INC
$1.6M
XOMEXXON MOBIL CORP
$1.6M
HYGISHARES TR
$1.6M
CMCSACOMCAST CORP NEW
$1.4M
UNHUNITEDHEALTH GROUP INC
$1.4M
ONEQFIDELITY COMWLTH TR
$1.4M
COPCONOCOPHILLIPS
$1.4M
JNJJOHNSON & JOHNSON
$1.3M
APOAPOLLO GLOBAL MGMT INC
$1.3M
ALSNALLISON TRANSMISSION HLDGS I
$1.2M
SLBSCHLUMBERGER LTD
$1.1M
MPCMARATHON PETE CORP
$1.1M
XBXMXNUVEEN S&P 500 BUY-WRITE INC
$1.1M
AQLTISHARES TR
$1.1M
AMLPALPS ETF TR
$1.1M
SCHGSCHWAB STRATEGIC TR
$1.0M
TSCOTRACTOR SUPPLY CO
$1.0M
DEMWISDOMTREE TR
$1.0M
SPTLSPDR SER TR
$968K
KRKROGER CO
$919K
NVDANVIDIA CORPORATION
$906K
GIIIG III APPAREL GROUP LTD
$878K
LBRTLIBERTY ENERGY INC
$850K
CVXCHEVRON CORP NEW
$844K
JBLJABIL INC
$831K
PHYS/USPROTT PHYSICAL GOLD TR
$829K
PPCPILGRIMS PRIDE CORP
$809K
CRICARTERS INC
$793K
UALUNITED AIRLS HLDGS INC
$790K
KKRKKR & CO INC
$789K
ACIALBERTSONS COS INC
$782K
HYHYSTER-YALE INC
$777K
ELVELEVANCE HEALTH INC
$773K
USFDUS FOODS HLDG CORP
$765K
CHRWC H ROBINSON WORLDWIDE INC
$762K
AMZNAMAZON COM INC
$759K
WFC 7.5 PERP LWELLS FARGO CO NEW
$758K
HLNEHAMILTON LANE INC
$757K
FCORFIDELITY MERRIMACK STR TR
$756K
CAHCARDINAL HEALTH INC
$756K
DALDELTA AIR LINES INC DEL
$750K
OHIOMEGA HEALTHCARE INVS INC
$750K
CATHGLOBAL X FDS
$738K
MUSAMURPHY USA INC
$731K
BWABORGWARNER INC
$729K
MCKMCKESSON CORP
$725K
JPMJPMORGAN CHASE & CO.
$695K
THCTENET HEALTHCARE CORP
$691K
BTUPEABODY ENERGY CORP
$680K
TXNTEXAS INSTRS INC
$579K
PSLV/USPROTT PHYSICAL SILVER TR
$569K
CMPRCIMPRESS PLC
$564K
PSXPHILLIPS 66
$562K
SOSOUTHERN CO
$561K
LKQ1LKQ CORP
$559K
EMREMERSON ELEC CO
$555K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$549K
PDXPIMCO DYNAMIC INCOME STRATEG
$505K
COLDAMERICOLD REALTY TRUST INC
$463K
FLTBFIDELITY MERRIMACK STR TR
$440K
DYHTARGET CORP
$421K
CITHE CIGNA GROUP
$398K
SCHWSCHWAB CHARLES CORP
$371K
BAC 7.25 PERP LBANK AMERICA CORP
$366K
NEMNEWMONT CORP
$338K
VODVODAFONE GROUP PLC NEW
$337K
PAAPLAINS ALL AMERN PIPELINE L
$313K
TLTISHARES TR
$296K
SBRSABINE RTY TR
$259K
BNDXVANGUARD CHARLOTTE FDS
$192K
IJRISHARES TR
$183K
HPKHIGHPEAK ENERGY INC
$181K
BXBLACKSTONE INC
$172K
DEDEERE & CO
$161K
RTXRTX CORPORATION
$157K
MCOMOODYS CORP
$153K
EPIWISDOMTREE TR
$136K
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