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The Analysis of Appalachian Capital Management Ltd's Holdings & P&L

Currently, Appalachian Capital Management Ltd holds 45 types of securities in its portfolio with a total value $124.9M. In the most recent quarter, they have increased their positions in SCHB (+17.6K shares, valued at $442.0K), N/A (+18.4K shares, valued at $441.7K), SCHD (+12.2K shares, valued at $375.7K); decreased their positions in WSBC (-9.0K shares, valued at $312.0K), SPTL (-7.2K shares, valued at $190.6K), VCIT (-1.3K shares, valued at $105.1K); initiated new positions in BITB (+8.4K shares, valued at $308.7K), GOOG (+880 shares, valued at $252.4K), BP (+5.0K shares, valued at $235.0K).

1M P&L

-2.0M-1.55%

3M P&L

+5.2M+4.20%

HY P&L

+6.6M+5.45%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A108.0M

92.5%

2Oil & Gas Integrated1.7M

1.4%

3Banks - Regional1.2M

1.0%

Top Industries by Stock Count

1N/A25 stocks

56.8%

2Oil & Gas Integrated3 stocks

6.8%

3Banks - Regional3 stocks

6.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHB SCHWAB STRATEGIC TR1.6M shares1.13%2026-03-312026-04-27

SPTI SPDR SERIES TRUST335.0K shares3.79%2026-03-312026-04-27

SCHD SCHWAB STRATEGIC TR311.6K shares4.09%2026-03-312026-04-27

SPTL SPDR SERIES TRUST351.6K shares-2.02%2026-03-312026-04-27

UCON FIRST TR EXCHNG TRADED FD VI360.0K shares1.87%2026-03-312026-04-27

HARRIS OAKMARK ETF TRUST HARRIS OAKMARK ETF TRUST338.5K shares5.74%2026-03-312026-04-27

OAKM HARRIS OAKMARK ETF TRUST295.2K shares4.32%2026-03-312026-04-27

QQQM INVESCO EXCH TRADED FD TR II26.2K shares5.88%2026-03-312026-04-27

Sponsored

QQQ INVESCO QQQ TR5.7K shares1.83%2026-03-312026-04-27

VCIT VANGUARD SCOTTSDALE FDS34.1K shares-3.59%2026-03-312026-04-27

XLF SELECT SECTOR SPDR TR54.0K shares-1.94%2026-03-312026-04-27

RDVY FIRST TR EXCHANGE TRADED FD23.5K shares-3.23%2026-03-312026-04-27

BA BOEING CO5.8K shares8.06%2026-03-312026-04-27

XOM EXXON MOBIL CORP5.7K shares0.04%2026-03-312026-04-27

BOND PIMCO ETF TR9.8K shares-1.53%2026-03-312026-04-27

AMZN AMAZON COM INC4.1K shares18.64%2026-03-312026-04-27

Sponsored

KRE SPDR SERIES TRUST11.9K shares-11.40%2026-03-312026-04-27

PID INVESCO EXCHANGE TRADED FD T29.6K shares10.12%2026-03-312026-04-27

TSLA TESLA INC1.8K shares8.61%2026-03-312026-04-27

SCHZ SCHWAB STRATEGIC TR25.4K shares-4.51%2026-03-312026-04-27

FVD FIRST TR EXCHANGE-TRADED FD12.4K shares-6.33%2026-03-312026-04-27

NVDA NVIDIA CORPORATION3.2K shares-13.43%2026-03-312026-04-27

SPLV INVESCO EXCH TRADED FD TR II7.6K shares-0.45%2026-03-312026-04-27

VLO VALERO ENERGY CORP2.1K shares0.00%2026-03-312026-04-27

Sponsored

UBCP UNITED BANCORP INC OHIO33.4K shares0.04%2026-03-312026-04-27

NFLX NETFLIX INC.4.8K shares7.54%2026-03-312026-04-27

WSBC WESBANCO INC13.5K shares-40.15%2026-03-312026-04-27

CVX CHEVRON CORPORATION2.2K shares10.90%2026-03-312026-04-27

QLD PROSHARES TR7.3K shares0.00%2026-03-312026-04-27

GTO INVESCO ACTIVELY MANAGED EXC8.0K shares-0.91%2026-03-312026-04-27

MSFT MICROSOFT CORP917 shares16.82%2026-03-312026-04-27

LLY ELI LILLY & CO363 shares6.76%2026-03-312026-04-27

Sponsored

DIA STATE STR SPDR DOW JONES IND672 shares0.00%2026-03-312026-04-27

BITB BITWISE BITCOIN ETF TR8.4K sharesnew addition2026-03-312026-04-27

CRWD CROWDSTRIKE HLDGS INC731 shares12.12%2026-03-312026-04-27

AMD ADVANCED MICRO DEVICES INC1.3K shares0.00%2026-03-312026-04-27

XLK SELECT SECTOR SPDR TR2.0K shares0.15%2026-03-312026-04-27

GOOG ALPHABET INC880 sharesnew addition2026-03-312026-04-27

BP BP PLC5.0K sharesnew addition2026-03-312026-04-27

VT VANGUARD INTL EQUITY INDEX F1.7K sharesnew addition2026-03-312026-04-27

Sponsored

SCHA SCHWAB STRATEGIC TR7.8K shares0.13%2026-03-312026-04-27

SOXX ISHARES TR689 shares0.15%2026-03-312026-04-27

VTRS VIATRIS INC16.6K shares-2.13%2026-03-312026-04-27

UBSI UNITED BANKSHARES INC WEST V5.0K sharesnew addition2026-03-312026-04-27

EONR EON RESOURCES INC20.0K shares0.00%2026-03-312026-04-27

SCHB

SCHWAB STRATEGIC TR

1.13%

Shares1.6M

Event2026-03-31

Filed2026-04-27

SPTI

SPDR SERIES TRUST

3.79%

Shares335.0K

Event2026-03-31

Filed2026-04-27

SCHD

SCHWAB STRATEGIC TR

4.09%

Shares311.6K

Event2026-03-31

Filed2026-04-27

SPTL

SPDR SERIES TRUST

-2.02%

Shares351.6K

Event2026-03-31

Filed2026-04-27

UCON

FIRST TR EXCHNG TRADED FD VI

1.87%

Shares360.0K

Event2026-03-31

Filed2026-04-27

HARRIS OAKMARK ETF TRUST

5.74%

Shares338.5K

Event2026-03-31

Filed2026-04-27

OAKM

HARRIS OAKMARK ETF TRUST

4.32%

Shares295.2K

Event2026-03-31

Filed2026-04-27

QQQM

INVESCO EXCH TRADED FD TR II

5.88%

Shares26.2K

Event2026-03-31

Filed2026-04-27

QQQ

INVESCO QQQ TR

1.83%

Shares5.7K

Event2026-03-31

Filed2026-04-27

VCIT

VANGUARD SCOTTSDALE FDS

-3.59%

Shares34.1K

Event2026-03-31

Filed2026-04-27

XLF

SELECT SECTOR SPDR TR

-1.94%

Shares54.0K

Event2026-03-31

Filed2026-04-27

RDVY

FIRST TR EXCHANGE TRADED FD

-3.23%

Shares23.5K

Event2026-03-31

Filed2026-04-27

BOEING CO

8.06%

Shares5.8K

Event2026-03-31

Filed2026-04-27

XOM

EXXON MOBIL CORP

0.04%

Shares5.7K

Event2026-03-31

Filed2026-04-27

BOND

PIMCO ETF TR

-1.53%

Shares9.8K

Event2026-03-31

Filed2026-04-27

AMZN

AMAZON COM INC

18.64%

Shares4.1K

Event2026-03-31

Filed2026-04-27

KRE

SPDR SERIES TRUST

-11.40%

Shares11.9K

Event2026-03-31

Filed2026-04-27

PID

INVESCO EXCHANGE TRADED FD T

10.12%

Shares29.6K

Event2026-03-31

Filed2026-04-27

TSLA

TESLA INC

8.61%

Shares1.8K

Event2026-03-31

Filed2026-04-27

SCHZ

SCHWAB STRATEGIC TR

-4.51%

Shares25.4K

Event2026-03-31

Filed2026-04-27

FVD

FIRST TR EXCHANGE-TRADED FD

-6.33%

Shares12.4K

Event2026-03-31

Filed2026-04-27

NVDA

NVIDIA CORPORATION

-13.43%

Shares3.2K

Event2026-03-31

Filed2026-04-27

SPLV

INVESCO EXCH TRADED FD TR II

-0.45%

Shares7.6K

Event2026-03-31

Filed2026-04-27

VLO

VALERO ENERGY CORP

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-27

UBCP

UNITED BANCORP INC OHIO

0.04%

Shares33.4K

Event2026-03-31

Filed2026-04-27

NFLX

NETFLIX INC.

7.54%

Shares4.8K

Event2026-03-31

Filed2026-04-27

WSBC

WESBANCO INC

-40.15%

Shares13.5K

Event2026-03-31

Filed2026-04-27

CVX

CHEVRON CORPORATION

10.90%

Shares2.2K

Event2026-03-31

Filed2026-04-27

QLD

PROSHARES TR

0.00%

Shares7.3K

Event2026-03-31

Filed2026-04-27

GTO

INVESCO ACTIVELY MANAGED EXC

-0.91%

Shares8.0K

Event2026-03-31

Filed2026-04-27

MSFT

MICROSOFT CORP

16.82%

Shares917

Event2026-03-31

Filed2026-04-27

LLY

ELI LILLY & CO

6.76%

Shares363

Event2026-03-31

Filed2026-04-27

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares672

Event2026-03-31

Filed2026-04-27

BITB

BITWISE BITCOIN ETF TR

New

Shares8.4K

Event2026-03-31

Filed2026-04-27

CRWD

CROWDSTRIKE HLDGS INC

12.12%

Shares731

Event2026-03-31

Filed2026-04-27

AMD

ADVANCED MICRO DEVICES INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-27

XLK

SELECT SECTOR SPDR TR

0.15%

Shares2.0K

Event2026-03-31

Filed2026-04-27

GOOG

ALPHABET INC

New

Shares880

Event2026-03-31

Filed2026-04-27

BP PLC

New

Shares5.0K

Event2026-03-31

Filed2026-04-27

VANGUARD INTL EQUITY INDEX F

New

Shares1.7K

Event2026-03-31

Filed2026-04-27

SCHA

SCHWAB STRATEGIC TR

0.13%

Shares7.8K

Event2026-03-31

Filed2026-04-27

SOXX

ISHARES TR

0.15%

Shares689

Event2026-03-31

Filed2026-04-27

VTRS

VIATRIS INC

-2.13%

Shares16.6K

Event2026-03-31

Filed2026-04-27

UBSI

UNITED BANKSHARES INC WEST V

New

Shares5.0K

Event2026-03-31

Filed2026-04-27

EONR

EON RESOURCES INC

0.00%

Shares20.0K

Event2026-03-31

Filed2026-04-27

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available