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Holcombe Financial, Inc. 13F Holdings
Holdings from the most recent 13F from Holcombe Financial, Inc.
Filed: 2025-02-13 (Q4 2024) | Holdings: 37 | Value: $121.5M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| SCHO - SCHWAB STRATEGIC TR | New Purchase | 20.32% | $24.7M | +5.10% | +1.22% | +5.10% | |
| AAPL - APPLE INC | New Purchase | 18.76% | $22.8M | +21.96% | -11.87% | +9.86% | |
| TBLL - INVESCO EXCH TRADED FD TR II | New Purchase | 10.43% | $12.7M | +4.96% | +0.98% | +4.15% | |
| OVT - LISTED FD TR | New Purchase | 9.03% | $11.0M | +8.11% | -1.17% | +6.92% | |
| STIP - ISHARES TR | New Purchase | 8.53% | $10.4M | +6.83% | +1.65% | +5.21% | |
| DCRE - DOUBLELINE ETF TRUST | New Purchase | 5.64% | $6.8M | +6.67% | +1.30% | +6.35% | |
| AVUS - AMERICAN CENTY ETF TR | New Purchase | 5.17% | $6.3M | +25.31% | -4.05% | +16.28% | |
| AVDE - AMERICAN CENTY ETF TR | New Purchase | 4.56% | $5.5M | +42.18% | +6.29% | +41.02% | |
| KNG - FIRST TR EXCHANGE-TRADED FD | New Purchase | 2.26% | $2.7M | +5.82% | -2.16% | +11.69% | |
| AVUV - AMERICAN CENTY ETF TR | New Purchase | 2.19% | $2.7M | +24.12% | -7.56% | +19.31% | |
| OVLH - LISTED FD TR | New Purchase | 1.84% | $2.2M | +19.78% | +1.34% | +12.76% | |
| PFIX - SIMPLIFY EXCHANGE TRADED FUN | New Purchase | 1.57% | $1.9M | +1.63% | +17.20% | -8.48% | |
| AVDV - AMERICAN CENTY ETF TR | New Purchase | 1.28% | $1.6M | +64.19% | +7.17% | +60.26% | |
| XOM - EXXON MOBIL CORP | New Purchase | 0.92% | $1.1M | +42.67% | -0.04% | +39.34% | |
| WMT - WALMART INC | New Purchase | 0.86% | $1.0M | +22.81% | -7.57% | +23.54% | |
| HD - HOME DEPOT INC | New Purchase | 0.76% | $929.0K | -22.58% | -9.60% | -5.40% | |
| JPM - JPMORGAN CHASE & CO. | New Purchase | 0.62% | $754.4K | +10.94% | -3.64% | +13.00% | |
| MEG - MONTROSE ENVIRONMENTAL GROUP | New Purchase | 0.50% | $608.2K | -13.99% | +2.27% | +15.72% | |
| CVX - CHEVRON CORP NEW | New Purchase | 0.41% | $502.3K | +24.49% | -8.65% | +21.66% | |
| DFAX - DIMENSIONAL ETF TRUST | New Purchase | 0.40% | $484.7K | +47.05% | +5.69% | +40.99% | |
| IVV - ISHARES TR | New Purchase | 0.37% | $447.4K | +23.07% | -3.39% | +13.33% | |
| AVGE - AMERICAN CENTY ETF TR | New Purchase | 0.32% | $387.4K | +31.57% | -1.54% | +24.66% | |
| JNJ - JOHNSON & JOHNSON | New Purchase | 0.28% | $337.4K | +45.86% | -6.20% | +59.44% | |
| XHLF - BONDBLOXX ETF TRUST | New Purchase | 0.26% | $312.3K | +4.95% | +0.98% | +4.16% | |
| TDTT - FLEXSHARES TR | New Purchase | 0.25% | $309.3K | +7.13% | +1.88% | +5.60% | |
| DUK - DUKE ENERGY CORP NEW | New Purchase | 0.25% | $307.4K | +14.17% | -0.72% | +15.83% | |
| AMZN - AMAZON COM INC | New Purchase | 0.24% | $290.5K | +17.36% | -8.27% | -12.24% | |
| IEFA - ISHARES TR | New Purchase | 0.23% | $283.4K | +32.00% | +4.86% | +32.26% | |
| GOOG - ALPHABET INC | New Purchase | 0.23% | $281.9K | +107.97% | -10.61% | +62.71% | |
| J - JACOBS SOLUTIONS INC | New Purchase | 0.22% | $267.2K | -8.49% | -3.24% | +6.44% | |
| MSFT - MICROSOFT CORP | New Purchase | 0.21% | $258.8K | +2.17% | +11.29% | -1.96% | |
| COST - COSTCO WHSL CORP NEW | New Purchase | 0.20% | $248.1K | -6.51% | -7.77% | -5.47% | |
| IVZ - INVESCO LTD | New Purchase | 0.20% | $246.1K | +58.52% | -14.63% | +49.52% | |
| GOOGL - ALPHABET INC | New Purchase | 0.20% | $242.3K | +110.98% | -10.53% | +63.84% | |
| TPHD - TIMOTHY PLAN | New Purchase | 0.20% | $239.7K | +13.15% | -0.67% | +15.69% | |
| AXP - AMERICAN EXPRESS CO | New Purchase | 0.17% | $211.3K | +3.00% | -2.06% | +13.26% | |
| HTBK - HERITAGE COMM CORP | New Purchase | 0.10% | $118.1K | -9.81% | +32.78% | ||