MA

Modus Advisors, LLC

13F
Modus Advisors, LLC
Last update 2025-04-01 106 Stocks (3 new)
Value $305.00 Mil Turnover 1 %
Countries:
Top Holdings: IAU(6.07%)QQQM(4.25%)AAPL(3.48%)DGRO(3.48%)USMV(3.37%)
Summary Stock Picks Current Portfolio
Modus Advisors, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IAU 		iShares Gold Trust
314,305
18,531.4
-1.03%
6.070
-0.05%
0.040
+10.54%
+21.59%
45,092.7
 
QQQM 		Invesco NASDAQ 100 ETF
67,204
12,971.7
-0.59%
4.250
-0.03%
0.030
-2.94%
+2.18%
46,635.0
 
AAPL 		Apple Inc
47,813
10,620.7
-0.44%
3.480
-0.02%
0.000
-13.52%
-15.43%
3,155,342.6
Hardware
DGRO 		iShares Core Dividend Growth ETF
171,859
10,617.5
+1.18%
3.480
+0.04%
0.030
-1.36%
+2.62%
31,231.4
 
USMV 		iShares MSCI USA Min Vol Factor ETF
109,748
10,279.0
-0.89%
3.370
-0.03%
0.040
+1.45%
+6.20%
24,367.7
 
VTI 		Vanguard Total Stock Market ETF
36,122
9,927.8
-1.10%
3.250
-0.04%
0.000
-2.73%
+1.31%
465,358.1
 
AMZN 		Amazon.com Inc
36,627
6,968.6
-0.09%
2.280
0%
0.000
-10.10%
-6.29%
2,182,615.9
Retail - Cyclical
JPM 		JPMorgan Chase & Co
27,046
6,634.5
+1.44%
2.170
+0.03%
0.000
-2.67%
+12.89%
743,574.5
Banks
COWZ 		Pacer US Cash Cows 100 ETF
118,894
6,510.6
+0.80%
2.130
+0.02%
0.030
-5.23%
-2.41%
21,829.8
 
FBTC 		Fidelity Wise Origin Bitcoin Fund Beneficial Interest
89,030
6,407.5
-0.93%
2.100
-0.02%
0.040
+6.89%
+11.40%
18,971.2
 

Modus Advisors, LLC's Historical Top Holdings Breakdowns

Modus Advisors, 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
SNPS 		Synopsys Inc2025-03-31Sold Out
-0.16%
●
428.58 ($485.8) 551.54
$514.43
5.89%
Sold Out
0
-1,020
CMG 		Chipotle Mexican Grill Inc2025-03-31Add
+0.13%
●
47.79 ($54.38) 59.89
$52.32
-3.79%
Add 19.83%
47,409
7,847
UNH 		UnitedHealth Group Inc2025-03-31Add
+0.12%
●
461.52 ($511.2) 548.18
$291.91
-42.90%
Add 35.13%
2,689
699
BSX 		Boston Scientific Corp2025-03-31Reduce
-0.11%
●
89.38 ($100.7) 106.18
$106.04
5.30%
Reduce -47.81%
4,057
-3,716
TECH 		Bio-Techne Corp2025-03-31Sold Out
-0.11%
●
58.47 ($67.77) 78.75
$49.15
-27.48%
Sold Out
0
-4,770
CALF 		Pacer US Small Cap Cash Cows ETF2025-03-31Reduce
-0.10%
●
36.64 ($41.46) 45.76
$39.47
-4.80%
Reduce -8.95%
73,219
-7,193
NVDA 		NVIDIA Corp2025-03-31Add
+0.10%
●
106.98 ($126.74) 149.43
$135.40
6.83%
Add 5.01%
58,571
2,796
ENTG 		Entegris Inc2025-03-31Sold Out
-0.09%
●
87.58 ($100.87) 109.53
$78.24
-22.43%
Sold Out
0
-2,800
VST 		Vistra Corp2025-03-31Add
+0.08%
●
108.49 ($149.41) 191.89
$156.62
4.83%
Add 10.68%
21,182
2,044
CRWD 		CrowdStrike Holdings Inc2025-03-31Add
+0.08%
●
308.86 ($381.06) 455.36
$439.26
15.27%
Add 12.61%
6,493
727

Modus Advisors, LLC Total Holding History ($B)

To

Modus Advisors, LLC's Asset Allocation

To

Modus Advisors, LLC Past Portfolios

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

Top Ranked Articles

  • 1

Modus Advisors, LLC's Hypothetical Growth since 2025-03-31

Modus Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Modus Advisors, LLC's Holdings Heat Map

Size field:

Modus Advisors, LLC's Holdings Bubble Chart

Modus Advisors, LLC News

  • 1

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