Generation Capital Management LLC Q1 2025 Filing

Filed May 9, 2025

Portfolio Value

$111.1B

Holdings

68

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (68 positions)

#StockSharesValue% PortfolioType
1
TBILRBB FD INC
248,405$12.4B11.19%
2
TFLOISHARES TR
144,618$7.3B6.60%
3
JAAAJANUS DETROIT STR TR
139,187$7.1B6.36%
4
AAPLAPPLE INC
24,220$5.4B4.84%
5
VOOVANGUARD INDEX FDS
9,294$4.8B4.30%
6
IAU*ISHARES GOLD TR
75,088$4.4B3.99%
7
GOOGALPHABET INC
26,023$4.1B3.66%
8
SPYSPDR S&P 500 ETF TR
6,946$3.9B3.50%
9
FLRNSPDR SER TR
120,275$3.7B3.34%
10
MSFTMICROSOFT CORP
8,710$3.3B2.94%
11
AMZNAMAZON COM INC
16,732$3.2B2.87%
12
IVVISHARES TR
4,793$2.7B2.43%
13
RWMPROSHARES TR
127,477$2.6B2.38%
14
AAAUGOLDMAN SACHS PHYSICAL GOLD
73,442$2.3B2.04%
15
NFLXNETFLIX INC
2,356$2.2B1.98%
16
SPHQINVESCO EXCHANGE TRADED FD T
32,413$2.2B1.94%
17
SJNKSPDR SER TR
84,575$2.1B1.92%
18
AVGOBROADCOM INC
12,655$2.1B1.91%
19
METAMETA PLATFORMS INC
3,664$2.1B1.90%
20
NVDANVIDIA CORPORATION
16,686$1.8B1.63%
21
CRMSALESFORCE INC
6,343$1.7B1.53%
22
BACBANK AMERICA CORP
39,170$1.6B1.47%
23
IEURISHARES TR
26,627$1.6B1.44%
24
GOOGLALPHABET INC
9,773$1.5B1.36%
25
MCDMCDONALDS CORP
4,729$1.5B1.33%
26
JEPIJ P MORGAN EXCHANGE TRADED F
22,421$1.3B1.15%
27
APDAIR PRODS & CHEMS INC
4,159$1.2B1.10%
28
TRVCCITIGROUP INC
17,190$1.2B1.10%
29
WMTWALMART INC
13,716$1.2B1.08%
30
GSGISHARES S&P GSCI COMMODITY-
49,310$1.1B1.01%
31
PPLTABRDN PLATINUM ETF TRUST
11,145$1.0B0.92%
32
ADXADAMS DIVERSIFIED EQUITY FD
50,329$955.7M0.86%
33
PSAPUBLIC STORAGE OPER CO
2,928$876.3M0.79%
34
IBITISHARES BITCOIN TRUST ETF
18,347$858.8M0.77%
35
XLESELECT SECTOR SPDR TR
8,276$773.4M0.70%
36
MRKMERCK & CO INC
8,471$760.4M0.68%
37
PGPROCTER AND GAMBLE CO
4,127$703.3M0.63%
38
BILSPDR SER TR
6,659$610.8M0.55%
39
MAMASTERCARD INCORPORATED
1,076$589.8M0.53%
40
SYYSYSCO CORP
7,793$584.8M0.53%
41
UNPUNION PAC CORP
2,300$543.4M0.49%
42
JNJJOHNSON & JOHNSON
3,254$539.6M0.49%
43
JEPQJ P MORGAN EXCHANGE TRADED F
10,245$530.5M0.48%
44
DFSEURDISCOVER FINL SVCS
3,055$521.5M0.47%
45
4I1PHILIP MORRIS INTL INC
3,276$520.0M0.47%
46
JPSTJ P MORGAN EXCHANGE TRADED F
10,000$506.3M0.46%
47
DEODIAGEO PLC
4,655$487.8M0.44%
48
TSLATESLA INC
1,878$486.7M0.44%
49
BTZBLACKROCK CR ALLOCATION INCO
42,500$455.6M0.41%
50
ARCCARES CAPITAL CORP
18,600$412.2M0.37%
51
SCHDSCHWAB STRATEGIC TR
14,131$395.1M0.36%
52
MIGAMICROSTRATEGY INC
1,311$377.9M0.34%
53
PEPPEPSICO INC
2,441$366.0M0.33%
54
IWBISHARES TR
1,190$365.0M0.33%
55
ABBVABBVIE INC
1,715$359.3M0.32%
56
DUKDUKE ENERGY CORP NEW
2,785$339.7M0.31%
57
UPSUNITED PARCEL SERVICE INC
2,909$320.0M0.29%
58
TJXTJX COS INC NEW
2,355$286.8M0.26%
59
IWFISHARES TR
780$281.6M0.25%
60
ABTABBOTT LABS
2,050$271.9M0.24%
61
PHYS/USPROTT PHYSICAL GOLD TR
10,640$256.0M0.23%
62
TSCOTRACTOR SUPPLY CO
4,450$245.2M0.22%
63
SCHOSCHWAB STRATEGIC TR
9,514$231.6M0.21%
64
BBNBLACKROCK TAX MUNICPAL BD TR
11,624$193.9M0.17%
65
CCAPCRESCENT CAP BDC INC
10,000$171.2M0.15%
66
PMOPUTNAM MUN OPPORTUNITIES TR
16,748$170.7M0.15%
67
AMRNAMARIN CORP PLC
104,000$46.6M0.04%
68
ABEVAMBEV SA
15,000$35.0M0.03%