Generation Capital Management LLC Reduced Holdings in Q1 2025

Generation Capital Management LLC

Stock	Shares change	Price Range	Shares Held
NVDA Nvidia Corp Technology	-5.79K - 25.77%	$106.98 - $149.43 $620K - $866K	16.7K $1.81B
AMZN Amazon Com Inc Consumer Cyclical	-2.67K - 13.77%	$190.26 - $242.06 $508K - $647K	16.7K $3.18B
WMT Walmart Inc. Consumer Defensive	-9.7K - 41.41%	$84.5 - $105.05 $819K - $1.02M	13.7K $1.2B
AVGO Broadcom Inc. Technology	-335 - 2.58%	$167.43 - $244.7 $56.1K - $82K	12.7K $2.12B
MSFT Microsoft Corp Technology	-181 - 2.04%	$375.39 - $447.2 $67.9K - $80.9K	8.71K $3.27B
SPY Spdr S&P 500 ETF Trust ETFs	-105 - 1.49%	$551.42 - $612.93 $57.9K - $64.4K	6.95K $3.89B
Ishares Bitcoin Trust ETF	-548 - 2.9%	N/A	18.3K $859M
META Meta Platforms, Inc. Communication Services	-184 - 4.78%	$576.36 - $736.67 $106K - $136K	3.66K $2.11B
BAC Bank Of America Corp Financial Services	-1.21K - 3.0%	$39.61 - $47.74 $48K - $57.9K	39.2K $1.63B
PMO Putnam Municipal Opportunities Trust Financial Services	-6.13K - 26.81%	$9.96 - $10.76 $61.1K - $66K	16.7K $171M
MSTR Microstrategy Inc Technology	-6 - 0.46%	$239.27 - $396.5 $1.44K - $2.38K	1.31K $378M
BIL Spdr Bloomberg 1 3 Month T Bil ETFs	-10 - 0.15%	$91.45 - $91.75 $915 - $918	6.66K $611M
ARCC Ares Capital Corp Financial Services	-150 - 0.8%	$21.28 - $23.81 $3.19K - $3.57K	18.6K $412M
ABBV Abb Vie Inc. Healthcare	-160 - 8.53%	$169.2 - $216.66 $27.1K - $34.7K	1.72K $359M
XLE Energy Sector Spdr ETFs	-233 - 2.74%	$85.7 - $93.96 $20K - $21.9K	8.28K $773M

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