SD

Sloy Dahl & Holst, LLC

13F
Sloy Dahl & Holst, LLC
Last update 2024-10-17 102 Stocks (14 new)
Value $585.00 Mil Turnover 8 %
Countries:
Top Holdings: TSLA(56.16%)AAPL(13.39%)NVDA(4.44%)BTC(2.80%)ETH(2.13%)
Portfolio Report
Summary Stock Picks Current Portfolio
Sloy Dahl & Holst, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
TSLA 		Tesla Inc
1,256,481
328733.040
+0.60%
56.160
+0.33%
0.040
+84.50%
-0.50%
1294649.161
Vehicles & Parts
AAPL 		Apple Inc
336,388
78378.500
-6.94%
13.390
-1.11%
0.000
+3.08%
-6.44%
3524877.666
Hardware
NVDA 		NVIDIA Corp
214,144
26005.660
+1.75%
4.440
+0.08%
0.000
-1.22%
-0.85%
3262802.700
Semiconductors
BTC 		Common units of fractional undivided beneficial interest
2,914,070
16406.220
New Holding
2.800
+2.80%
-
+47.91%
-0.91%
0.000
 
ETH 		Common units of fractional undivided beneficial interest
5,106,448
12459.730
New Holding
2.130
+2.13%
-
+25.65%
-7.43%
0.000
 
COIN 		Coinbase Global Inc
59,306
10566.550
+16.23%
1.810
+0.25%
0.020
+41.75%
+0.69%
62888.031
Capital Markets
GBTC 		Grayscale Bitcoin Trust
147,525
7450.010
-62.31%
1.270
-2.73%
0.530
+47.52%
+0.19%
19171.851
 
AMZN 		Amazon.com Inc
39,837
7422.830
-0.26%
1.270
0%
0.000
+15.86%
-0.28%
2297109.305
Retail - Cyclical
VIG 		Vanguard Dividend Appreciation FTF
34,399
6813.070
+1.09%
1.160
+0.01%
0.010
-2.82%
-0.87%
85378.497
 
XSOE 		WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
202,397
6685.190
+0.63%
1.140
+0.01%
0.320
-11.04%
-2.49%
1598.936
 

Sloy Dahl & Holst, LLC's Historical Top Holdings Breakdowns

Sloy Dahl & Holst, 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
GBTC 		Grayscale Bitcoin Trust2024-03-31New Buy
+7.84%
●
34.88 ($47.47) 65.58
$74.39
56.70%
New holding
521,747
521,747
TSLA 		Tesla Inc2023-03-31Add
+7.41%
●
108.1 ($174.45) 214.24
$403.31
131.19%
Add 14.71%
1,229,957
157,720
TSLA 		Tesla Inc2023-09-30Reduce
-6.24%
●
215.49 ($256.88) 293.34
$403.31
57.00%
Reduce -10.4%
1,122,466
-130,252
TSLA 		Tesla Inc2024-06-30Add
+4.02%
●
142.05 ($174.77) 197.88
$403.31
130.77%
Add 8.4%
1,248,989
96,761
ENPH 		Enphase Energy Inc2023-09-30Reduce
-3.17%
●
117.16 ($142.45) 189.67
$66.87
-53.06%
Reduce -74.75%
34,871
-103,226
BTC 		Common units of fractional undivided beneficial interest2024-09-30New Buy
+2.80%
●
4.75 ($32.08) 93.06
$41.52
29.44%
New holding
2,914,070
2,914,070
GBTC 		Grayscale Bitcoin Trust2024-09-30Reduce
-2.73%
●
42.6 ($50.35) 60.56
$74.39
47.74%
Reduce -62.31%
147,525
-243,911
NVDA 		NVIDIA Corp2024-03-31Reduce
-2.62%
●
47.57 ($72.48) 95
$133.23
83.82%
Reduce -54.86%
210,920
-25,633
RIVN 		Rivian Automotive Inc2023-12-31New Buy
+2.14%
●
15.33 ($18.8) 24.35
$13.49
-28.24%
New holding
442,192
442,192
ETH 		Common units of fractional undivided beneficial interest2024-09-30New Buy
+2.13%
●
2.09 ($2.5) 3.27
$29.23
1,069.16%
New holding
5,106,448
5,106,448

Sloy Dahl & Holst, LLC Total Holding History ($B)

To

Sloy Dahl & Holst, LLC's Asset Allocation

To

Sloy Dahl & Holst, LLC Past Portfolios

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

Top Ranked Articles

  • 1

Sloy Dahl & Holst, LLC's Hypothetical Growth since 2024-09-30

Sloy Dahl & Holst, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Sloy Dahl & Holst, LLC's Holdings Heat Map

Size field:

Sloy Dahl & Holst, LLC's Holdings Bubble Chart

Sloy Dahl & Holst, LLC News

  • 1

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