The Analysis of Modus Advisors, LLC's Holdings & P&L


Currently, Modus Advisors, LLC holds 117 types of securities in its portfolio with a total value $363.3M. In the most recent quarter, they have increased their positions in JIVE (+41.0K shares, valued at $3.5M), IBIT (+44.8K shares, valued at $1.7M), MTUM (+5.8K shares, valued at $1.4M); decreased their positions in N/A (-23.9K shares, valued at $2.1M), USMV (-20.7K shares, valued at $1.9M), QQQM (-7.3K shares, valued at $1.7M); initiated new positions in HELO (+6.6K shares, valued at $423.6K), WULF (+23.2K shares, valued at $335.3K), N/A (+3.6K shares, valued at $275.0K).


1M P&L
+15.6M+4.93%
3M P&L
+21.3M+6.87%
HY P&L
+26.9M+8.82%

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/A145.2M
48.4%
2Semiconductors16.6M
5.5%
3Software - Infrastructure15.7M
5.2%

Top Industries by Stock Count

1N/A41 stocks
38.3%
2Capital Markets5 stocks
4.7%
3Software - Infrastructure5 stocks
4.7%
Stock Holdings
ISHARES GOLD TRUST
ISHARES GOLD TRUST
-8.04%
Shares273.3K
Event2026-03-31
Filed2026-05-04
QQQM
INVESCO NASDAQ 100 ETF
-12.76%
Shares50.1K
Event2026-03-31
Filed2026-05-04
VTI
VANGUARD TOTAL STOCK MARKET ETF
-0.44%
Shares35.4K
Event2026-03-31
Filed2026-05-04
NVDA
NVIDIA CORPORATION COM
0.09%
Shares59.7K
Event2026-03-31
Filed2026-05-04
ALPHABET INC CAP STK CL C
ALPHABET INC CAP STK CL C
-5.77%
Shares34.4K
Event2026-03-31
Filed2026-05-04
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
-10.03%
Shares139.9K
Event2026-03-31
Filed2026-05-04
JIVE
JPMORGAN INTERNATIONAL VALUE ETF
62.00%
Shares107.2K
Event2026-03-31
Filed2026-05-04
AMZN
AMAZON COM INC COM
6.20%
Shares38.8K
Event2026-03-31
Filed2026-05-04
JPM
JPMORGAN CHASE & CO COM
1.08%
Shares27.2K
Event2026-03-31
Filed2026-05-04
AAPL
APPLE INC COM
-17.76%
Shares31.1K
Event2026-03-31
Filed2026-05-04
CAT
CATERPILLAR INC COM
-5.94%
Shares11.1K
Event2026-03-31
Filed2026-05-04
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
4.82%
Shares68.2K
Event2026-03-31
Filed2026-05-04
COWZ
PACER US CASH COWS 100 ETF
-2.86%
Shares114.8K
Event2026-03-31
Filed2026-05-04
FESM
FIDELITY ENHANCED SMALL CAP ETF
11.68%
Shares176.1K
Event2026-03-31
Filed2026-05-04
XOP
STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF
-8.42%
Shares36.6K
Event2026-03-31
Filed2026-05-04
INVESCO S&P 500 EQUAL WEIGHT ETF
INVESCO S&P 500 EQUAL WEIGHT ETF
1.03%
Shares34.4K
Event2026-03-31
Filed2026-05-04
INVESCO QQQ TRUST SERIES I
INVESCO QQQ TRUST SERIES I
-0.40%
Shares11.1K
Event2026-03-31
Filed2026-05-04
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
9.45%
Shares76.1K
Event2026-03-31
Filed2026-05-04
IBIT
ISHARES BITCOIN TRUST ETF
38.12%
Shares162.3K
Event2026-03-31
Filed2026-05-04
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
15.39%
Shares59.3K
Event2026-03-31
Filed2026-05-04
ABBV
ABBVIE INC COM
2.37%
Shares25.6K
Event2026-03-31
Filed2026-05-04
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
-26.01%
Shares58.9K
Event2026-03-31
Filed2026-05-04
CVX
CHEVRON CORPORATION COM
11.09%
Shares26.1K
Event2026-03-31
Filed2026-05-04
VANGUARD S&P 500 ETF
VANGUARD S&P 500 ETF
0.61%
Shares8.6K
Event2026-03-31
Filed2026-05-04
IYJ
ISHARES U.S. INDUSTRIALS ETF
-14.92%
Shares34.1K
Event2026-03-31
Filed2026-05-04
SCHR
SCHWAB INTERMEDIATE-TERM US TREASURY ETF
6.77%
Shares197.2K
Event2026-03-31
Filed2026-05-04
ARM
ARM HOLDINGS PLC SPONSORED ADS
17.83%
Shares32.4K
Event2026-03-31
Filed2026-05-04
UBER
UBER TECHNOLOGIES INC COM
1.66%
Shares65.0K
Event2026-03-31
Filed2026-05-04
COST
COSTCO WHOLESALE CORPORATION COM
30.33%
Shares4.7K
Event2026-03-31
Filed2026-05-04
BLACKSTONE INC COM
BLACKSTONE INC COM
9.08%
Shares39.9K
Event2026-03-31
Filed2026-05-04
META
META PLATFORMS INC CL A
28.70%
Shares8.0K
Event2026-03-31
Filed2026-05-04
MSFT
MICROSOFT CORP COM
-5.61%
Shares12.3K
Event2026-03-31
Filed2026-05-04
PANW
PALO ALTO NETWORKS INC COM
-16.50%
Shares28.1K
Event2026-03-31
Filed2026-05-04
BERKSHIRE HATHAWAY INC DEL CL B NEW
BERKSHIRE HATHAWAY INC DEL CL B NEW
-6.06%
Shares9.1K
Event2026-03-31
Filed2026-05-04
MCD
MCDONALDS CORP COM
10.40%
Shares13.7K
Event2026-03-31
Filed2026-05-04
VST
VISTRA CORP COM
10.59%
Shares27.7K
Event2026-03-31
Filed2026-05-04
XLF
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
42.70%
Shares78.3K
Event2026-03-31
Filed2026-05-04
HD
HOME DEPOT INC COM
10.61%
Shares11.7K
Event2026-03-31
Filed2026-05-04
LLY
ELI LILLY & CO COM
23.46%
Shares4.2K
Event2026-03-31
Filed2026-05-04
MA
MASTERCARD INCORPORATED CL A
3.96%
Shares7.2K
Event2026-03-31
Filed2026-05-04
TLH
ISHARES 10-20 YEAR TREASURY BOND ETF
9.22%
Shares35.7K
Event2026-03-31
Filed2026-05-04
NEE
NEXTERA ENERGY INC COM
29.76%
Shares37.3K
Event2026-03-31
Filed2026-05-04
LMT
LOCKHEED MARTIN CORP COM
55.53%
Shares5.7K
Event2026-03-31
Filed2026-05-04
PLTR
PALANTIR TECHNOLOGIES INC CL A
-19.42%
Shares22.1K
Event2026-03-31
Filed2026-05-04
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
11.86%
Shares38.6K
Event2026-03-31
Filed2026-05-04
CRM
SALESFORCE INC COM
9.14%
Shares17.0K
Event2026-03-31
Filed2026-05-04
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
79.87%
Shares13.1K
Event2026-03-31
Filed2026-05-04
CRWD
CROWDSTRIKE HLDGS INC CL A
6.72%
Shares7.9K
Event2026-03-31
Filed2026-05-04
PG
PROCTER & GAMBLE CO COM
13.01%
Shares20.3K
Event2026-03-31
Filed2026-05-04
GLD
SPDR GOLD SHARES
-3.74%
Shares6.6K
Event2026-03-31
Filed2026-05-04
OVV
OVINTIV INC COM
-22.02%
Shares47.4K
Event2026-03-31
Filed2026-05-04
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
2.37%
Shares34.9K
Event2026-03-31
Filed2026-05-04
UNH
UNITEDHEALTH GROUP INC COM
38.54%
Shares9.9K
Event2026-03-31
Filed2026-05-04
IBM
INTERNATIONAL BUSINESS MACHS COM
80.66%
Shares10.7K
Event2026-03-31
Filed2026-05-04
VICI
VICI PPTYS INC COM
8.84%
Shares89.8K
Event2026-03-31
Filed2026-05-04
KO
COCA COLA CO COM
81.52%
Shares31.2K
Event2026-03-31
Filed2026-05-04
SPY
STATE STREET SPDR S&P 500 ETF
5.63%
Shares3.6K
Event2026-03-31
Filed2026-05-04
JEPQ
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
-4.54%
Shares38.0K
Event2026-03-31
Filed2026-05-04
FBTC
FIDELITY WISE ORIGIN BITCOIN FUND
-29.57%
Shares35.3K
Event2026-03-31
Filed2026-05-04
SCHW
SCHWAB CHARLES CORP COM
-33.81%
Shares21.4K
Event2026-03-31
Filed2026-05-04
SCHB
SCHWAB U.S. BROAD MARKET ETF
-0.78%
Shares76.7K
Event2026-03-31
Filed2026-05-04
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
-0.19%
Shares31.6K
Event2026-03-31
Filed2026-05-04
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-0.53%
Shares57.7K
Event2026-03-31
Filed2026-05-04
TTWO
TAKE-TWO INTERACTIVE SOFTWARE COM
70.81%
Shares8.1K
Event2026-03-31
Filed2026-05-04
WMT
WALMART INC COM
-1.82%
Shares11.5K
Event2026-03-31
Filed2026-05-04
BROADCOM INC COM
BROADCOM INC COM
14.91%
Shares4.3K
Event2026-03-31
Filed2026-05-04
TSM
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS
-0.47%
Shares3.9K
Event2026-03-31
Filed2026-05-04
ABT
ABBOTT LABORATORIES COM
1.74%
Shares12.6K
Event2026-03-31
Filed2026-05-04
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
-1.08%
Shares41.1K
Event2026-03-31
Filed2026-05-04
TSLA
TESLA INC COM
0.00%
Shares3.1K
Event2026-03-31
Filed2026-05-04
GS
GOLDMAN SACHS GROUP INC COM
-0.15%
Shares1.3K
Event2026-03-31
Filed2026-05-04
XLV
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
-59.72%
Shares7.7K
Event2026-03-31
Filed2026-05-04
VB
VANGUARD SMALL-CAP ETF
-39.37%
Shares4.2K
Event2026-03-31
Filed2026-05-04
EME
EMCOR GROUP INC COM
-34.70%
Shares1.5K
Event2026-03-31
Filed2026-05-04
OKLO
OKLO INC COM CL A
15.85%
Shares19.7K
Event2026-03-31
Filed2026-05-04
TTC
TORO CO COM
-11.32%
Shares10.3K
Event2026-03-31
Filed2026-05-04
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
0.16%
Shares14.7K
Event2026-03-31
Filed2026-05-04
GILD
GILEAD SCIENCES INC COM
-33.46%
Shares5.9K
Event2026-03-31
Filed2026-05-04
MPLX
MPLX LP COM UNIT REP LTD
-29.23%
Shares13.9K
Event2026-03-31
Filed2026-05-04
SCHM
SCHWAB U.S. MID-CAP ETF
-0.71%
Shares23.3K
Event2026-03-31
Filed2026-05-04
EPD
ENTERPRISE PRODS PARTNERS L P COM
-9.21%
Shares18.7K
Event2026-03-31
Filed2026-05-04
MNST
MONSTER BEVERAGE CORP NEW COM
0.00%
Shares8.9K
Event2026-03-31
Filed2026-05-04
VO
VANGUARD MID-CAP ETF
-49.10%
Shares2.2K
Event2026-03-31
Filed2026-05-04
ACWI
ISHARES MSCI ACWI ETF
0.00%
Shares4.3K
Event2026-03-31
Filed2026-05-04
IJR
ISHARES CORE S&P SMALL CAP ETF
-3.76%
Shares4.6K
Event2026-03-31
Filed2026-05-04
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
0.00%
Shares16.7K
Event2026-03-31
Filed2026-05-04
MARVELL TECHNOLOGY INC COM
MARVELL TECHNOLOGY INC COM
-4.32%
Shares5.4K
Event2026-03-31
Filed2026-05-04
QBTS
D-WAVE QUANTUM INC COM
-18.14%
Shares34.6K
Event2026-03-31
Filed2026-05-04
BND
VANGUARD TOTAL BOND MARKET ETF
-37.62%
Shares5.8K
Event2026-03-31
Filed2026-05-04
HELO
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
New
Shares6.6K
Event2026-03-31
Filed2026-05-04
XOM
EXXON MOBIL CORP COM
-1.03%
Shares2.5K
Event2026-03-31
Filed2026-05-04
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
0.00%
Shares16.6K
Event2026-03-31
Filed2026-05-04
TGT
TARGET CORP COM
-4.25%
Shares3.3K
Event2026-03-31
Filed2026-05-04
IEFA
ISHARES CORE MSCI EAFE ETF
0.00%
Shares4.1K
Event2026-03-31
Filed2026-05-04
RGTI
RIGETTI COMPUTING INC COMMON STOCK
12.88%
Shares26.2K
Event2026-03-31
Filed2026-05-04
IONQ
IONQ INC COM
37.50%
Shares12.1K
Event2026-03-31
Filed2026-05-04
SCHX
SCHWAB U.S. LARGE-CAP ETF
0.00%
Shares13.5K
Event2026-03-31
Filed2026-05-04
WULF
TERAWULF INC COM
New
Shares23.2K
Event2026-03-31
Filed2026-05-04
VT
VANGUARD TOTAL WORLD STOCK ETF
0.00%
Shares2.3K
Event2026-03-31
Filed2026-05-04
SOFI
SOFI TECHNOLOGIES INC COM
6.09%
Shares19.5K
Event2026-03-31
Filed2026-05-04
JNJ
JOHNSON & JOHNSON COM
-6.04%
Shares1.2K
Event2026-03-31
Filed2026-05-04
MMM
3M CO COM
0.00%
Shares1.9K
Event2026-03-31
Filed2026-05-04
PIPER SANDLER COMPANIES COM NEW
PIPER SANDLER COMPANIES COM NEW
New
Shares3.6K
Event2026-03-31
Filed2026-05-04
CRWV
COREWEAVE INC COM CL A
26.44%
Shares3.5K
Event2026-03-31
Filed2026-05-04
IREN
IREN LIMITED ORDINARY SHARES
51.82%
Shares7.6K
Event2026-03-31
Filed2026-05-04
GGG
GRACO INC COM
-14.52%
Shares2.8K
Event2026-03-31
Filed2026-05-04
DELL
DELL TECHNOLOGIES INC CL C
-3.78%
Shares1.4K
Event2026-03-31
Filed2026-05-04
DE
DEERE & CO COM
0.00%
Shares408
Event2026-03-31
Filed2026-05-04
SMR
NUSCALE PWR CORP CL A COM
63.49%
Shares20.6K
Event2026-03-31
Filed2026-05-04
UAMY
UNITED STATES ANTIMONY CORP COM
0.00%
Shares25.0K
Event2026-03-31
Filed2026-05-04
ET
ENERGY TRANSFER L P COM UT LTD PTN
-62.68%
Shares10.9K
Event2026-03-31
Filed2026-05-04
NFLX
NETFLIX INC. COM
25.65%
Shares2.1K
Event2026-03-31
Filed2026-05-04
SANA
SANA BIOTECHNOLOGY INC COM
0.00%
Shares55.0K
Event2026-03-31
Filed2026-05-04
JMIA
JUMIA TECHNOLOGIES AG SPONSORED ADS
0.00%
Shares20.0K
Event2026-03-31
Filed2026-05-04
QUBT
QUANTUM COMPUTING INC COM
-42.12%
Shares16.9K
Event2026-03-31
Filed2026-05-04
CLSK
CLEANSPARK INC COM NEW
New
Shares12.8K
Event2026-03-31
Filed2026-05-04
MNTN
MNTN INC CL A
-18.52%
Shares12.0K
Event2026-03-31
Filed2026-05-04

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available