Blume Capital Management, Inc. Q1 2025 Filing

Filed May 6, 2025

Portfolio Value

$446.9M

Holdings

457

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (457 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
87,565$19.4M4.35%
2
DFCFDIMENSIONAL ETF TRUST
433,248$18.2M4.08%
3
DFICDIMENSIONAL ETF TRUST
633,109$17.6M3.93%
4
XLESELECT SECTOR SPDR TR
163,773$15.3M3.42%
5
SCHWSCHWAB CHARLES CORP
179,620$14.1M3.15%
6
GOOGALPHABET INC
83,675$13.1M2.92%
7
TOTRT ROWE PRICE ETF INC
299,719$12.2M2.72%
8
UBERUBER TECHNOLOGIES INC
164,533$12.0M2.68%
9
SGOVISHARES TR
116,284$11.7M2.62%
10
JNJJOHNSON & JOHNSON
67,343$11.2M2.50%
11
METAMETA PLATFORMS INC
18,834$10.9M2.43%
12
XHLFBONDBLOXX ETF TRUST
215,019$10.8M2.42%
13
FDXFEDEX CORP
43,326$10.6M2.36%
14
COFCAPITAL ONE FINL CORP
58,575$10.5M2.35%
15
BACBANK AMERICA CORP
247,149$10.3M2.31%
16
TRVCCITIGROUP INC
142,748$10.1M2.27%
17
CMCSACOMCAST CORP NEW
265,597$9.8M2.19%
18
AMZNAMAZON COM INC
48,351$9.2M2.06%
19
WFCWELLS FARGO CO NEW
125,624$9.0M2.02%
20
DISDISNEY WALT CO
89,306$8.8M1.97%
21
VTEBVANGUARD MUN BD FDS
175,845$8.7M1.95%
22
MSFTMICROSOFT CORP
22,338$8.4M1.88%
23
DFEMDIMENSIONAL ETF TRUST
313,111$8.3M1.85%
24
BKRBAKER HUGHES COMPANY
167,586$7.4M1.65%
25
FCXFREEPORT-MCMORAN INC
184,349$7.0M1.56%
26
DFEVDIMENSIONAL ETF TRUST
257,048$7.0M1.56%
27
GSGOLDMAN SACHS GROUP INC
12,397$6.8M1.52%
28
IBBISHARES TR
51,169$6.5M1.46%
29
AMATAPPLIED MATLS INC
43,694$6.3M1.42%
30
BRK/BBERKSHIRE HATHAWAY INC DEL
11,448$6.1M1.36%
31
MUMICRON TECHNOLOGY INC
65,714$5.7M1.28%
32
CNHICNH INDL N V
446,040$5.5M1.23%
33
JPMJPMORGAN CHASE & CO.
21,975$5.4M1.21%
34
COSTCOSTCO WHSL CORP NEW
5,689$5.4M1.20%
35
VTIVANGUARD INDEX FDS
19,274$5.3M1.19%
36
ELVELEVANCE HEALTH INC
11,636$5.1M1.13%
37
GBILGOLDMAN SACHS ETF TR
48,163$4.8M1.08%
38
PFEPFIZER INC
188,633$4.8M1.07%
39
CVSCVS HEALTH CORP
67,634$4.6M1.03%
40
GDXVANECK ETF TRUST
88,762$4.1M0.91%
41
RIORIO TINTO PLC
67,058$4.0M0.90%
42
WYWEYERHAEUSER CO MTN BE
130,101$3.8M0.85%
43
DEDEERE & CO
7,392$3.5M0.78%
44
VGITVANGUARD SCOTTSDALE FDS
51,610$3.1M0.69%
45
DFASDIMENSIONAL ETF TRUST
48,699$2.9M0.65%
46
BILSPDR SER TR
31,371$2.9M0.64%
47
NVDANVIDIA CORPORATION
26,422$2.9M0.64%
48
GTLSCHART INDS INC
17,807$2.6M0.58%
49
SLBSCHLUMBERGER LTD
60,677$2.5M0.57%
50
SPYSPDR S&P 500 ETF TR
4,475$2.5M0.56%
51
XOMEXXON MOBIL CORP
20,197$2.4M0.54%
52
BNDVANGUARD BD INDEX FDS
27,785$2.0M0.46%
53
XFIVBONDBLOXX ETF TRUST
36,115$1.8M0.40%
54
ALBALBEMARLE CORP
22,265$1.6M0.36%
55
NTRNUTRIEN LTD
31,796$1.6M0.35%
56
CLCOLGATE PALMOLIVE CO
15,211$1.4M0.32%
57
AAALCOA CORP
43,085$1.3M0.29%
58
GOOGLALPHABET INC
8,442$1.3M0.29%
59
DFNMDIMENSIONAL ETF TRUST
27,152$1.3M0.29%
60
HONHONEYWELL INTL INC
6,024$1.3M0.29%
61
KOCOCA COLA CO
16,840$1.2M0.27%
62
CVXCHEVRON CORP NEW
6,610$1.1M0.25%
63
EXPEEXPEDIA GROUP INC
5,888$989K0.22%
64
CHWYCHEWY INC
30,081$977K0.22%
65
VVISA INC
2,769$970K0.22%
66
FISVFISERV INC
4,369$964K0.22%
67
EQTEQT CORP
16,245$867K0.19%
68
DFISDIMENSIONAL ETF TRUST
32,750$846K0.19%
69
SBUXSTARBUCKS CORP
6,601$647K0.14%
70
DFACDIMENSIONAL ETF TRUST
18,322$604K0.14%
71
GEGE AEROSPACE
2,902$580K0.13%
72
GQ9SPDR GOLD TR
1,880$541K0.12%
73
CCOCAMECO CORP
13,077$538K0.12%
74
ABNBAIRBNB INC
4,464$533K0.12%
75
AXPAMERICAN EXPRESS CO
1,963$528K0.12%
76
DFIVDIMENSIONAL ETF TRUST
13,150$517K0.12%
77
BKNGBOOKING HOLDINGS INC
95$437K0.10%
78
CHTRCHARTER COMMUNICATIONS INC N
1,168$430K0.10%
79
AVGOBROADCOM INC
2,544$425K0.10%
80
MTNVAIL RESORTS INC
2,652$424K0.09%
81
VDEVANGUARD WORLD FD
3,260$422K0.09%
82
PLTRPALANTIR TECHNOLOGIES INC
4,933$416K0.09%
83
GILDGILEAD SCIENCES INC
3,533$395K0.09%
84
TAXXBONDBLOXX ETF TRUST
7,150$361K0.08%
85
UNPUNION PAC CORP
1,506$355K0.08%
86
CSCOCISCO SYS INC
5,711$352K0.08%
87
ADIANALOG DEVICES INC
1,729$348K0.08%
88
DSIISHARES TR
3,350$343K0.08%
89
TRVTRAVELERS COMPANIES INC
1,104$291K0.07%
90
VOOVANGUARD INDEX FDS
555$284K0.06%
91
SCHPSCHWAB STRATEGIC TR
10,000$268K0.06%
92
PEPPEPSICO INC
1,783$267K0.06%
93
QCOMQUALCOMM INC
1,709$262K0.06%
94
GEVGE VERNOVA INC
817$249K0.06%
95
DUSADAVIS FUNDAMENTAL ETF TR
5,875$248K0.06%
96
VTECVANGUARD CALIF TAX FREE FDS
2,500$246K0.06%
97
LRCXLAM RESEARCH CORP
3,309$240K0.05%
98
PANWPALO ALTO NETWORKS INC
1,382$235K0.05%
99
WMTWALMART INC
2,667$234K0.05%
100
HRLHORMEL FOODS CORP
7,500$232K0.05%
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