TF
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THOROUGHBRED FINANCIAL SERVICES, LLC13F | |
| THOROUGHBRED FINANCIAL SERVICES, LLC | |
| Last update 2025-05-09 | 671 Stocks (47 new) |
| Value $1.60 Bil | Turnover 7 % |
THOROUGHBRED FINANCIAL SERVICE... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 375,943 | 83,510.0 | +0.48% | 5.210 | +0.03% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
NVDA | NVIDIA Corp | 606,090 | 65,690.0 | -16.80% | 4.100 | -1.00% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
MSFT | Microsoft Corp | 131,651 | 49,420.0 | +1.09% | 3.080 | +0.03% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
AMZN | Amazon.com Inc | 203,935 | 38,800.0 | +1.21% | 2.420 | +0.03% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
COWZ | Pacer US Cash Cows 100 ETF | 527,835 | 28,900.0 | +5.52% | 1.800 | +0.09% | 0.130 | +11.37% | -0.56% | 20,494.6 | ||
BRK.B | Berkshire Hathaway Inc | 52,334 | 27,870.0 | +5.05% | 1.740 | +0.08% | 0.000 | -8.57% | +4.53% | 1,022,296.6 | Insurance | |
QQQ | INVESCO QQQ Trust | 57,637 | 27,030.0 | +1.39% | 1.690 | +0.02% | 0.010 | +26.52% | +10.07% | 357,775.2 | ||
JPM | JPMorgan Chase & Co | 104,732 | 25,690.0 | +4.98% | 1.600 | +0.08% | 0.000 | +26.17% | +23.48% | 800,897.6 | Banks | |
JEPI | JPMorgan Equity Premium Income ETF | 376,891 | 21,540.0 | +3.77% | 1.340 | +0.05% | 0.060 | +8.71% | +3.46% | 41,037.7 | ||
WMT | Walmart Inc | 239,117 | 20,990.0 | -0.34% | 1.310 | 0% | 0.000 | +2.21% | +5.75% | 758,538.7 | Retail - Defensive |
THOROUGHBRED FINANCIAL SERVICES, LLC's Historical Top Holdings Breakdowns
THOROUGHBRED FINANCIAL SERVICES, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -1.00% | 106.98 ($126.74) 149.43 | $172.41 | 36.03% | Reduce -16.8% | 606,090 | -122,405 | |
MOAT | VanEck Morningstar Wide Moat ETF | 2025-03-31 | Reduce Reduce | -0.38% | 87.69 ($92.02) 96.49 | $96.10 | 4.43% | Reduce -55.32% | 54,720 | -67,745 | |
PTLC | Pacer Trendpilot US Large Cap ETF | 2025-03-31 | Add Add | +0.24% | 50.25 ($53.61) 55.9 | $51.53 | -3.88% | Add 853.88% | 84,447 | 75,594 | |
CGUS | Capital Group Core Equity ETF | 2025-03-31 | Add Add | +0.21% | 33.08 ($35.13) 36.62 | $37.72 | 7.37% | Add 898.2% | 109,502 | 98,532 | |
CALF | Pacer US Small Cap Cash Cows ETF | 2025-03-31 | Reduce Reduce | -0.19% | 36.64 ($41.46) 45.76 | $40.62 | -2.03% | Reduce -68.73% | 31,345 | -68,894 | |
QQQM | Invesco NASDAQ 100 ETF | 2025-03-31 | Add Add | +0.14% | 192.82 ($209.18) 222.1 | $231.05 | 10.46% | Add 14.19% | 92,953 | 11,552 | |
CGDV | Capital Group Dividend Value ETF | 2025-03-31 | Add Add | +0.14% | 34.95 ($36.32) 37.36 | $40.63 | 11.87% | Add 69.98% | 147,273 | 60,633 | |
PTNQ | Pacer Trendpilot 100 ETF | 2025-03-31 | Add Add | +0.14% | 70.83 ($74.02) 76.62 | $72.44 | -2.13% | Add 186.25% | 49,920 | 32,481 | |
IWP | iShares Russell Mid-Cap Growth ETF | 2025-03-31 | Add Add | +0.14% | 114.9 ($128.55) 139.6 | $140.64 | 9.40% | Add 621.85% | 22,067 | 19,010 | |
SPHQ | Invesco S&P 500 Quality ETF | 2025-03-31 | Add Add | +0.13% | 65.27 ($68.5) 71.22 | $71.37 | 4.19% | Add 79.23% | 71,807 | 31,743 |
THOROUGHBRED FINANCIAL SERVICES, LLC Total Holding History ($B)
THOROUGHBRED FINANCIAL SERVICES, LLC's Asset Allocation
THOROUGHBRED FINANCIAL SERVICES, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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THOROUGHBRED FINANCIAL SERVICES, LLC's Hypothetical Growth since 2025-03-31
THOROUGHBRED FINANCIAL SERVICES, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
THOROUGHBRED FINANCIAL SERVICES, LLC's Holdings Heat Map
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THOROUGHBRED FINANCIAL SERVICES, LLC's Holdings Bubble Chart
THOROUGHBRED FINANCIAL SERVICES, LLC News
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