Kathmere Capital Management, LLC Q1 2024 Filing

Filed April 16, 2024

Portfolio Value

$771.3B

Holdings

292

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (292 positions)

#StockSharesValue% PortfolioType
1
VLUEISHARES TR
389,515$39K0.00%
2
VEAVANGUARD TAX-MANAGED FDS
697,216$33K0.00%
3
VVVANGUARD INDEX FDS
138,892$30K0.00%
4
QUALISHARES TR
205,965$30K0.00%
5
JEPIJ P MORGAN EXCHANGE TRADED F
521,858$28K0.00%
6
MTUMISHARES TR
172,755$27K0.00%
7
IBDQISHARES TR
938,981$23K0.00%
8
IBDPISHARES TR
925,083$23K0.00%
9
IBDSISHARES TR
864,329$20K0.00%
10
IBDTISHARES TR
827,554$20K0.00%
11
IBDRISHARES TR
856,619$20K0.00%
12
IVLUISHARES TR
658,645$17K0.00%
13
WDWALKER & DUNLOP INC
161,659$17K0.00%
14
FNDASCHWAB STRATEGIC TR
292,302$16K0.00%
15
IBMPISHARES TR
615,218$15K0.00%
16
IBMOISHARES TR
608,753$15K0.00%
17
IBMQISHARES TR
612,862$15K0.00%
18
IAUISHARES TR
581,039$15K0.00%
19
VWOVANGUARD INTL EQUITY INDEX F
383,755$15K0.00%
20
AQLTISHARES TR
592,729$15K0.00%
21
FRDMEA SERIES TRUST
448,429$14K0.00%
22
MINTPIMCO ETF TR
133,737$13K0.00%
23
IQLTISHARES TR
352,996$13K0.00%
24
IMTMISHARES TR
330,106$11K0.00%
25
AAPLAPPLE INC
54,702$10K0.00%
26
VBVANGUARD INDEX FDS
38,341$8K0.00%
27
FNDESCHWAB STRATEGIC TR
277,154$7K0.00%
28
VTVVANGUARD INDEX FDS
50,259$7K0.00%
29
VUGVANGUARD INDEX FDS
24,551$7K0.00%
30
SCHFSCHWAB STRATEGIC TR
191,654$7K0.00%
31
VUSBVANGUARD BD INDEX FDS
127,033$6K0.00%
32
EFVISHARES TR
122,313$6K0.00%
33
QVALEA SERIES TRUST
142,158$5K0.00%
34
JMSTJ P MORGAN EXCHANGE TRADED F
102,088$5K0.00%
35
MSFTMICROSOFT CORP
15,495$5K0.00%
36
EFGISHARES TR
57,705$5K0.00%
37
DCREDOUBLELINE ETF TRUST
90,543$4K0.00%
38
JVALJ P MORGAN EXCHANGE TRADED F
111,257$4K0.00%
39
GSLCGOLDMAN SACHS ETF TR
45,783$4K0.00%
40
JAAAJANUS DETROIT STR TR
91,327$4K0.00%
41
IQDGWISDOMTREE TR
119,828$4K0.00%
42
LEVGQTHE LION ELECTRIC COMPANY
36,400$4K0.00%Call
43
QMOMEA SERIES TRUST
94,262$4K0.00%
44
VTIVANGUARD INDEX FDS
14,293$3K0.00%
45
IVALEA SERIES TRUST
118,565$2K0.00%
46
SCHXSCHWAB STRATEGIC TR
46,399$2K0.00%
47
IMOMEA SERIES TRUST
99,420$2K0.00%
48
MRKMERCK & CO INC
19,545$2K0.00%
49
SCHESCHWAB STRATEGIC TR
104,855$2K0.00%
50
PXHINVESCO EXCH TRADED FD TR II
126,807$2K0.00%
51
LLYELI LILLY & CO
4,871$2K0.00%
52
UNHUNITEDHEALTH GROUP INC
4,456$2K0.00%
53
XOMEXXON MOBIL CORP
24,650$2K0.00%
54
JMOMJ P MORGAN EXCHANGE TRADED F
65,192$2K0.00%
55
JQUAJ P MORGAN EXCHANGE TRADED F
59,836$2K0.00%
56
BUFBINNOVATOR ETFS TR
101,317$2K0.00%
57
GSIEGOLDMAN SACHS ETF TR
64,267$2K0.00%
58
VVISA INC
9,008$2K0.00%
59
JNJJOHNSON & JOHNSON
12,606$1K0.00%
60
NVSNNOVARTIS AG
11,168$1K0.00%
61
RELXRELX PLC
32,374$1K0.00%
62
MEARISHARES U S ETF TR
23,207$1K0.00%
63
PTLCPACER FDS TR
44,056$1K0.00%
64
FSKFS KKR CAP CORP
54,002$1K0.00%
65
MCKMCKESSON CORP
2,303$1K0.00%
66
PEPPEPSICO INC
9,181$1K0.00%
67
ADBEADOBE INC
3,015$1K0.00%
68
PXFINVESCO EXCH TRADED FD TR II
24,715$1K0.00%
69
ORCLORACLE CORP
11,261$1K0.00%
70
GOOGALPHABET INC
12,087$1K0.00%
71
PGPROCTER AND GAMBLE CO
10,485$1K0.00%
72
FXEINVESCO CURRENCYSHARES EURO
11,109$1K0.00%
73
UBSUBS GROUP AG
33,306$1K0.00%
74
NVONOVO-NORDISK A S
18,204$1K0.00%
75
HDHOME DEPOT INC
5,376$1K0.00%
76
BACVERIZON COMMUNICATIONS INC
37,891$1K0.00%
77
BXBLACKSTONE INC
8,303$1K0.00%
78
NVDANVIDIA CORPORATION
2,734$1K0.00%
79
CSCOCISCO SYS INC
31,413$1K0.00%
80
COSTCOSTCO WHSL CORP NEW
2,552$1K0.00%
81
FNDFSCHWAB STRATEGIC TR
40,686$1K0.00%
82
HONHONEYWELL INTL INC
6,762$1K0.00%
83
LMTLOCKHEED MARTIN CORP
2,209$1K0.00%
84
UNPUNION PAC CORP
4,718$1K0.00%
85
WMTWALMART INC
11,120$1K0.00%
86
BRK/BBERKSHIRE HATHAWAY INC DEL
9,022$1K0.00%Call
87
CATCATERPILLAR INC
936$00.00%
88
SDYSPDR SER TR
1,689$00.00%
89
OPLNOPENLANE INC
38,400$00.00%
90
MSCIMSCI INC
402$00.00%
91
IBMINTERNATIONAL BUSINESS MACHS
1,355$00.00%
92
FICOFAIR ISAAC CORP
691$00.00%
93
SPGIS&P GLOBAL INC
921$00.00%
94
GLGLOBE LIFE INC
2,132$00.00%
95
FOXAFOX CORP
7,185$00.00%
96
CVXCHEVRON CORP NEW
2,642$00.00%
97
RSRELIANCE STEEL & ALUMINUM CO
859$00.00%
98
ITWILLINOIS TOOL WKS INC
3,358$00.00%
99
CHTCHUNGHWA TELECOM CO LTD
21,246$00.00%
100
PTIP T TELEKOMUNIKASI INDONESIA
24,115$00.00%
Page 1 of 3Next