JT Stratford LLC Q1 2025 Filing

Filed May 14, 2025

Portfolio Value

$565.6M

Holdings

276

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (276 positions)

#StockSharesValue% PortfolioType
1
AGGISHARES TR
417,691$41.3M7.31%
2
IWBISHARES TR
119,327$36.6M6.47%
3
VIGVANGUARD SPECIALIZED FUNDS
107,925$20.9M3.70%
4
VCITVANGUARD SCOTTSDALE FDS
215,590$17.6M3.12%
5
SPDWSPDR INDEX SHS FDS
475,859$17.3M3.06%
6
NVDANVIDIA CORPORATION
144,665$15.7M2.77%
7
NDQINVESCO QQQ TR
28,736$13.5M2.38%
8
AAPLAPPLE INC
51,017$11.3M2.00%
9
AMZNAMAZON COM INC
54,140$10.3M1.82%
10
MSFTMICROSOFT CORP
27,177$10.2M1.80%
11
METAMETA PLATFORMS INC
16,509$9.5M1.68%
12
GOOGLALPHABET INC
59,219$9.2M1.62%
13
IJRISHARES TR
85,910$9.0M1.59%
14
JNJJOHNSON & JOHNSON
53,089$8.8M1.56%
15
SCHDSCHWAB STRATEGIC TR
303,171$8.5M1.50%
16
AQLTISHARES TR
341,207$7.8M1.39%
17
JPMJPMORGAN CHASE & CO.
21,789$5.3M0.94%
18
NFLXNETFLIX INC
5,692$5.3M0.94%
19
IVVISHARES TR
9,299$5.2M0.92%
20
IGSBISHARES TR
95,921$5.0M0.89%
21
SPTMSPDR SER TR
73,487$5.0M0.88%
22
SPABSPDR SER TR
191,090$4.9M0.86%
23
WMTWALMART INC
52,542$4.6M0.82%
24
PFFISHARES TR
149,203$4.6M0.81%
25
VEAVANGUARD TAX-MANAGED FDS
83,287$4.2M0.75%
26
JUCYETF SER SOLUTIONS
181,042$4.1M0.73%
27
TSLATESLA INC
15,290$4.0M0.70%
28
DGRWWISDOMTREE TR
48,962$3.9M0.69%
29
IVWISHARES TR
38,725$3.6M0.64%
30
IEFISHARES TR
36,719$3.5M0.62%
31
EMBISHARES TR
38,442$3.5M0.62%
32
BNDVANGUARD BD INDEX FDS
44,029$3.2M0.57%
33
USFRWISDOMTREE TR
62,199$3.1M0.55%
34
SPTISPDR SER TR
103,996$3.0M0.53%
35
LLYELI LILLY & CO
3,391$2.8M0.50%
36
JEPQJ P MORGAN EXCHANGE TRADED F
53,808$2.8M0.49%
37
VIGIVANGUARD WHITEHALL FDS
33,319$2.8M0.49%
38
PLTRPALANTIR TECHNOLOGIES INC
32,050$2.7M0.48%
39
IUSBISHARES TR
58,061$2.7M0.47%
40
SPTSSPDR SER TR
90,546$2.6M0.47%
41
VVISA INC
7,480$2.6M0.46%
42
PYPLPAYPAL HLDGS INC
38,207$2.5M0.44%
43
CITHE CIGNA GROUP
7,532$2.5M0.44%
44
VOOVANGUARD INDEX FDS
4,788$2.5M0.43%
45
SPYVSPDR SER TR
47,118$2.4M0.43%
46
HDHOME DEPOT INC
6,531$2.4M0.42%
47
PGPROCTER AND GAMBLE CO
13,622$2.3M0.41%
48
BILSPDR SER TR
24,824$2.3M0.40%
49
ACIALBERTSONS COS INC
102,899$2.3M0.40%
50
OEFISHARES TR
8,288$2.2M0.40%
51
FCNCAFIRST CTZNS BANCSHARES INC N
1,185$2.2M0.39%
52
OPRAOPERA LTD
136,833$2.2M0.39%
53
QCOMQUALCOMM INC
13,915$2.1M0.38%
54
EMXCISHARES INC
38,369$2.1M0.37%
55
NUNU HLDGS LTD
201,334$2.1M0.36%
56
BIPBROOKFIELD INFRAST PARTNERS
69,075$2.1M0.36%
57
RMERESMED INC
9,150$2.0M0.36%
58
MNSTMONSTER BEVERAGE CORP NEW
34,796$2.0M0.36%
59
UBERUBER TECHNOLOGIES INC
27,898$2.0M0.36%
60
PANWPALO ALTO NETWORKS INC
11,866$2.0M0.36%
61
REGNREGENERON PHARMACEUTICALS
3,185$2.0M0.36%
62
DHSWISDOMTREE TR
20,171$2.0M0.35%
63
SOLVSOLVENTUM CORP
26,296$2.0M0.35%
64
ACGLARCH CAP GROUP LTD
20,728$2.0M0.35%
65
VUGVANGUARD INDEX FDS
5,300$2.0M0.35%
66
ADBEADOBE INC
5,080$1.9M0.34%
67
GRMNGARMIN LTD
8,971$1.9M0.34%
68
CPNGCOUPANG INC
87,619$1.9M0.34%
69
VRTXVERTEX PHARMACEUTICALS INC
3,912$1.9M0.34%
70
UNHUNITEDHEALTH GROUP INC
3,564$1.9M0.33%
71
LVHDLEGG MASON ETF INVT
45,302$1.9M0.33%
72
JQUAJ P MORGAN EXCHANGE TRADED F
32,856$1.9M0.33%
73
SCHGSCHWAB STRATEGIC TR
73,770$1.8M0.33%
74
DHID R HORTON INC
14,335$1.8M0.32%
75
WFC 7.5 PERP LWELLS FARGO CO NEW
1,510$1.8M0.32%
76
BMYBRISTOL-MYERS SQUIBB CO
29,702$1.8M0.32%
77
TSMTAIWAN SEMICONDUCTOR MFG LTD
10,892$1.8M0.32%
78
STRLSTERLING INFRASTRUCTURE INC
15,740$1.8M0.31%
79
ANETARISTA NETWORKS INC
22,104$1.7M0.30%
80
WRBBERKLEY W R CORP
23,991$1.7M0.30%
81
AGGYWISDOMTREE TR
39,094$1.7M0.30%
82
FOXAFOX CORP
29,773$1.7M0.30%
83
MRKMERCK & CO INC
18,658$1.7M0.30%
84
NEENEXTERA ENERGY INC
23,579$1.7M0.30%
85
CPRTCOPART INC
29,380$1.7M0.29%
86
FTNTFORTINET INC
17,134$1.6M0.29%
87
SFMSPROUTS FMRS MKT INC
10,675$1.6M0.29%
88
BRK/BBERKSHIRE HATHAWAY INC DEL
3,024$1.6M0.28%
89
BAC 7.25 PERP LBANK AMERICA CORP
1,268$1.6M0.28%
90
TFCTRUIST FINL CORP
37,157$1.5M0.27%
91
QUALISHARES TR
8,926$1.5M0.27%
92
TRVTRAVELERS COMPANIES INC
5,746$1.5M0.27%
93
MPMP MATERIALS CORP
61,541$1.5M0.27%
94
ABBVABBVIE INC
7,136$1.5M0.26%
95
KOCOCA COLA CO
20,872$1.5M0.26%
96
FOURSHIFT4 PMTS INC
18,127$1.5M0.26%
97
AMATAPPLIED MATLS INC
10,083$1.5M0.26%
98
SPYSPDR S&P 500 ETF TR
2,603$1.5M0.26%
99
WFCWELLS FARGO CO NEW
20,065$1.4M0.25%
100
TLHISHARES TR
13,815$1.4M0.25%
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