Modus Advisors, LLC has filed its 13F form on April 02, 2024 for Q1 2024 where it was disclosed a total value porftolio of $267 Million distributed in 103 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $13.6M, Invesco Exchange Traded Fd Tr with a value of $11.8M, Ishares Msci Usa Min Vol Facto with a value of $9.93M, Vanguard Total Stock Market Et with a value of $9.8M, and Ishares Core Dividend Growth E with a value of $9.62M.

Examining the 13F form we can see an increase of $23.2M in the current position value, from $244M to 267M.

Below you can find more details about Modus Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $267 Million
ETFs: $149 Million
Technology: $35.6 Million
Financial Services: $20.3 Million
Consumer Cyclical: $16.5 Million
Energy: $10.9 Million
Healthcare: $10.3 Million
Industrials: $10.2 Million
Communication Services: $7.01 Million
Other: $7.2 Million

Stock Holdings Table

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


  • Portfolio
  • No. of Stocks 103
  • Current Value $267 Million
  • Prior Value $244 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 02, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 9 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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