Sloy Dahl & Holst, LLC Portfolio Holdings

Sloy Dahl & Holst, LLC

  • $728 Million
  • Q4 2024

Sloy Dahl & Holst, LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $728 Million distributed in 109 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Tesla, Inc. with a value of $494M, Apple Inc. with a value of $63.5M, Nvidia Corp with a value of $30M, Coinbase Global, Inc. with a value of $15.3M, and Grayscale Bitcoin Trust (Btc) with a value of $10.2M.

Examining the 13F form we can see an increase of $177M in the current position value, from $551M to 728M.

Below you can find more details about Sloy Dahl & Holst, LLC portfolio as well as his latest detailed transactions.

Portfolio value $728 Million
Consumer Cyclical: $504 Million
Technology: $130 Million
ETFs: $57.7 Million
Communication Services: $10.3 Million
Financial Services: $6.8 Million
Financial: $3.36 Million
Industrials: $2.94 Million
Energy: $2.21 Million
Other: $3.17 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$492M
$369,000 0.05% of portfolio
40,172
Q4 2024 Reduced 6.41%
$1.62B
$241,000 0.03% of portfolio
4,000
Q2 2024 Added 4,900.0%
$1.01B
$180,000 0.02% of portfolio
10,064
Q3 2024 Reduced 0.07%
$647M
$73,000 0.01% of portfolio
12,987
Q3 2024 New
$310M
$28,000 0.0% of portfolio
19,051
Q1 2024 Added 27.26%

Summary

  • Portfolio
  • No. of Stocks 109
  • Current Value $728 Million
  • Prior Value $551 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 15 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
Track This Portfolio

Track Sloy Dahl & Holst, LLC Portfolio

Follow Sloy Dahl & Holst, 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 Sloy Dahl & Holst, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sloy Dahl & Holst, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email