EP

Eudaimonia Partners, LLC

13F
Eudaimonia Partners, LLC
Last update 2024-04-25 256 Stocks (24 new)
Value $420.00 Mil Turnover 9 %
Countries:
Top Holdings: VOO(12.93%)VGT(3.75%)AAPL(3.42%)GLDM(3.14%)NVDA(2.86%)
Summary Stock Picks Current Portfolio
Eudaimonia Partners, LLC Top Holdings of 2024-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO 		Vanguard S&P 500 ETF
113,006
54,321.8
+9.96%
12.930
+1.17%
-
-0.49%
+0.90%
601,339.2
 
VGT 		Vanguard Information Technology ETF
30,028
15,744.9
+2.39%
3.750
+0.09%
-
+1.45%
-2.36%
76,938.7
 
AAPL 		Apple Inc
83,679
14,349.4
-3.51%
3.420
-0.15%
0.000
-16.84%
-19.60%
2,999,860.7
Hardware
GLDM 		SPDR Gold MiniShares Trust
299,009
13,171.4
-15.56%
3.140
-0.59%
-
+15.39%
+25.49%
14,598.3
 
NVDA 		NVIDIA Corp
133,130
12,029.1
-19.48%
2.860
-0.42%
0.000
+8.18%
+0.63%
3,295,490.6
Semiconductors
MSFT 		Microsoft Corp
27,771
11,683.8
-3.30%
2.780
-0.09%
0.000
+16.18%
+9.64%
3,421,645.9
Software
AMZN 		Amazon.com Inc
47,975
8,653.7
-0.37%
2.060
-0.01%
0.000
-3.42%
-6.55%
2,176,458.4
Retail - Cyclical
QQQ 		INVESCO QQQ Trust
18,755
8,327.6
+1.33%
1.980
+0.03%
-
+2.31%
+1.69%
330,309.7
 
SCHG 		Schwab U.S. Large-Cap Growth ETF
75,395
6,990.6
+14.29%
1.660
+0.21%
-
+1.13%
-1.01%
41,191.2
 
JPM 		JPMorgan Chase & Co
31,403
6,290.1
+0.10%
1.500
0%
0.000
+0.37%
+11.38%
733,680.9
Banks

Eudaimonia Partners, LLC's Historical Top Holdings Breakdowns

Eudaimonia Partners, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VOO 		Vanguard S&P 500 ETF2024-03-31Add
+1.17%
●
429.43 ($457.68) 481.35
$541.76
18.37%
Add 9.96%
113,006
10,235
VGIT 		Vanguard Intermediate-Term Government Bond ETF2024-03-31Add
+0.92%
●
58.07 ($58.67) 59.52
$59.29
1.06%
Add 538.87%
78,549
66,254
GLD 		SPDR Gold Shares ETF2024-03-31Sold Out
-0.73%
●
184.42 ($191.93) 205.72
$303.60
58.18%
Sold Out
0
-14,455
CVX 		Chevron Corp2024-03-31Reduce
-0.64%
●
141.82 ($150.9) 157.74
$136.70
-9.41%
Reduce -63.64%
9,306
-16,290
GLDM 		SPDR Gold MiniShares Trust2024-03-31Reduce
-0.59%
●
39.49 ($41.09) 44.05
$65.24
58.77%
Reduce -15.56%
299,009
-55,096
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF2024-03-31Reduce
-0.55%
●
91.4 ($91.6) 91.8
$91.74
0.15%
Reduce -26.26%
63,922
-22,767
ICSH 		BlackRock Ultra Short-Term Bond ETF2024-03-31Sold Out
-0.54%
●
50.35 ($50.46) 50.6
$50.67
0.42%
Sold Out
0
-41,196
RDVY 		First Trust NASDAQ Rising Dividend Achievers ETF2024-03-31Add
+0.46%
●
50.05 ($52.46) 56.17
$60.19
14.74%
Add 211.4%
50,790
34,480
IEMG 		iShares Core MSCI Emerging Markets ETF2024-03-31Reduce
-0.43%
●
47.6 ($50.08) 51.96
$56.69
13.20%
Reduce -27.18%
87,776
-32,764
NVDA 		NVIDIA Corp2024-03-31Reduce
-0.42%
●
47.57 ($72.48) 95
$135.13
86.44%
Reduce -19.48%
133,130
-3,220

Eudaimonia Partners, LLC Total Holding History ($B)

To

Eudaimonia Partners, LLC's Asset Allocation

To

Eudaimonia Partners, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Eudaimonia Partners, LLC's Hypothetical Growth since 2024-03-31

Eudaimonia Partners, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Eudaimonia Partners, LLC's Holdings Heat Map

Size field:

Eudaimonia Partners, LLC's Holdings Bubble Chart

Eudaimonia Partners, LLC News

  • 1

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