EA

EUDAIMONIA ADVISORS LLC

13F
EUDAIMONIA ADVISORS LLC
Last update 2024-04-25 161 Stocks (23 new)
Value $188.00 Mil Turnover 16 %
Countries:
Top Holdings: LAMR(6.82%)SCHD(3.89%)AAPL(3.20%)MSFT(3.01%)VGT(2.49%)
Portfolio Report
Summary Stock Picks Current Portfolio
EUDAIMONIA ADVISORS 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
LAMR 		Lamar Advertising Co
107,260
12807.920
-0.27%
6.820
-0.02%
0.100
+13.14%
+30.39%
13711.487
REITs
SCHD 		Schwab US Dividend Equity ETF
90,668
7310.530
-11.27%
3.890
-0.57%
-
+2.10%
+11.03%
63147.158
 
AAPL 		Apple Inc
35,088
6016.830
+1.62%
3.200
+0.05%
0.000
+5.31%
+20.00%
3499384.173
Hardware
MSFT 		Microsoft Corp
13,444
5656.270
+2.23%
3.010
+0.07%
0.000
+2.46%
+15.65%
3215616.771
Software
VGT 		Vanguard Information Technology ETF
8,914
4673.970
+38.80%
2.490
+0.70%
-
+9.75%
+24.45%
74328.385
 
VTV 		Vanguard Value ETF
27,410
4464.030
+10.71%
2.380
+0.23%
-
+3.73%
+15.92%
121768.126
 
XLE 		The Energy Select Sector SPDR Fund
41,014
3872.100
+14.45%
2.060
+0.26%
-
-5.15%
+5.01%
35055.259
 
SCHG 		Schwab U.S. Large-Cap Growth ETF
41,548
3852.300
+10.46%
2.050
+0.19%
-
+9.70%
+28.74%
34113.252
 
FBND 		Fidelity Total Bond ETF
84,836
3843.920
+17.47%
2.050
+0.30%
-
+0.04%
-1.04%
12392.860
 
NVO 		Novo Nordisk A/S
28,651
3678.790
New Holding
1.960
+1.96%
0.000
-12.17%
+10.51%
503925.927
Drug Manufacturers

EUDAIMONIA ADVISORS LLC's Historical Top Holdings Breakdowns

EUDAIMONIA 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
NVO 		Novo Nordisk A/S2024-03-31New Buy
+1.96%
●
102.11 ($119.04) 135.92
$113.24
-4.87%
New holding
28,651
28,651
DGRW 		WisdomTree U.S. Dividend Growth Fund2024-03-31Add
+1.50%
●
69.56 ($72.95) 76.3
$83.30
14.19%
Add 523.06%
44,063
36,991
IBBQ 		Invesco Nasdaq Biotechnology ETF2024-03-31New Buy
+0.83%
●
21.54 ($22.16) 22.98
$23.59
6.45%
New holding
70,693
70,693
VGT 		Vanguard Information Technology ETF2024-03-31Add
+0.70%
●
462.18 ($507.07) 530.16
$602.32
18.78%
Add 38.8%
8,914
2,492
SCHD 		Schwab US Dividend Equity ETF2024-03-31Reduce
-0.57%
●
75.25 ($77.5) 80.63
$28.18
-63.64%
Reduce -11.27%
90,668
-11,512
VDC 		Vanguard Consumer Staples ETF2024-03-31Add
+0.56%
●
189.57 ($196.42) 204.14
$212.57
8.22%
Add 240.65%
7,249
5,121
ICF 		iShares Cohen & Steers REIT ETF2024-03-31Sold Out
-0.55%
●
55.12 ($57.05) 59.38
$64.83
13.64%
Sold Out
0
-14,401
GBTC 		Grayscale Bitcoin Trust2024-03-31New Buy
+0.53%
●
34.88 ($47.47) 65.58
$57.08
20.24%
New holding
15,642
15,642
PFE 		Pfizer Inc2024-03-31Reduce
-0.52%
●
25.89 ($27.75) 29.73
$28.52
2.77%
Reduce -64.21%
15,505
-27,818
FCOM 		Fidelity MSCI Communication Services Index ETF2024-03-31Add
+0.46%
●
43.75 ($47.4) 49.63
$56.88
20.00%
Add 38.95%
61,958
17,367

EUDAIMONIA ADVISORS LLC Total Holding History ($B)

To

EUDAIMONIA ADVISORS LLC's Asset Allocation

To

EUDAIMONIA ADVISORS LLC Past Portfolios

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

Top Ranked Articles

  • 1

EUDAIMONIA ADVISORS LLC's Hypothetical Growth since 2024-03-31

EUDAIMONIA ADVISORS LLC's Yearly Returns

Year Portfolio % % Excess Gain %

EUDAIMONIA ADVISORS LLC's Holdings Heat Map

Size field:

EUDAIMONIA ADVISORS LLC's Holdings Bubble Chart

EUDAIMONIA ADVISORS LLC News

  • 1

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