Ground Swell Capital, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $65.5 Million distributed in 147 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Barclays 20+ Year Trea with a value of $9.02M, Ishares Russell2000 Val ETF with a value of $1.94M, Spdr S&P 500 ETF Trust with a value of $1.55M, Automatic Data Processing Inc with a value of $1.31M, and Spdr Ser Tr Oil & Gas Explorat with a value of $1.15M.

Examining the 13F form we can see an decrease of $45.8M in the current position value, from $111M to 65.5M.

Ground Swell Capital, LLC is based out at Folly Beach, SC

Below you can find more details about Ground Swell Capital, LLC portfolio as well as his latest detailed transactions.

Portfolio value $65.5 Million
ETFs: $29.7 Million
Consumer Cyclical: $11.5 Million
Technology: $10.6 Million
Industrials: $3.01 Million
Financial Services: $2.8 Million
Consumer Defensive: $2.25 Million
Communication Services: $2.05 Million
Healthcare: $1.56 Million
Other: $1.87 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 147
  • Current Value $65.5 Million
  • Prior Value $111 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 123 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
Track This Portfolio

Track Ground Swell Capital, LLC Portfolio

Follow Ground Swell Capital, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ground Swell Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ground Swell Capital, LLC with notifications on news.