Doliver Advisors, Lp Top Holdings and 13F Report (2025) About Doliver Advisors, LpInvestment ActivityDoliver Advisors, Lp has $359.85 million in total holdings as of December 31, 2024.Doliver Advisors, Lp owns shares of 157 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 5.13% of the portfolio was purchased this quarter.About 5.02% of the portfolio was sold this quarter.This quarter, Doliver Advisors, Lp has purchased 153 new stocks and bought additional shares in 48 stocks.Doliver Advisors, Lp sold shares of 80 stocks and completely divested from 9 stocks this quarter.Largest Holdings Exxon Mobil $124,308,497iShares Core S&P U.S. Growth ETF $25,777,799TIDAL TR II $18,037,150iShares Core S&P 500 ETF $11,659,396Amazon.com $8,114,797 Largest New Holdings this Quarter Charter Communications $740,106 HoldingDOMINOS PIZZA INC $579,689 HoldingGrayscale Ethereum Trust (ETH) $518,958 HoldingChesapeake Energy $399,494 HoldingConstellation Energy $352,343 Holding Largest Purchases this Quarter TIDAL TR II 105,119 shares (about $2.14M)iShares Russell 2000 ETF 8,551 shares (about $1.89M)iShares Core S&P 500 ETF 3,052 shares (about $1.80M)Exxon Mobil 13,359 shares (about $1.44M)Sony Group 66,894 shares (about $1.42M) Largest Sales this Quarter iShares Core S&P U.S. Growth ETF 31,825 shares (about $4.43M)Alphabet 7,758 shares (about $1.48M)iShares Core S&P Total U.S. Stock Market ETF 10,269 shares (about $1.32M)UnitedHealth Group 1,337 shares (about $676.51K)JPMorgan Chase & Co. 2,640 shares (about $632.83K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDoliver Advisors, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorXOMExxon Mobil$124,308,497$1,437,027 ▲1.2%1,155,60634.5%Oils/EnergyIUSGiShares Core S&P U.S. Growth ETF$25,777,799$4,434,814 ▼-14.7%184,9867.2%ManufacturingTIDAL TR II$18,037,150$2,142,325 ▲13.5%885,0425.0%DGA CORE PLUS ABIVViShares Core S&P 500 ETF$11,659,396$1,796,651 ▲18.2%19,8063.2%ETFAMZNAmazon.com$8,114,797$62,087 ▼-0.8%36,9882.3%Retail/WholesaleGOOGAlphabet$6,918,304$1,477,433 ▼-17.6%36,3281.9%Computer and TechnologyAAPLApple$6,491,071$2,254 ▼0.0%25,9211.8%Computer and TechnologyNVDANVIDIA$5,628,631$15,578 ▲0.3%41,9141.6%Computer and TechnologyMETAMeta Platforms$5,475,104$19,907 ▲0.4%9,3511.5%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$5,068,786$1,320,799 ▼-20.7%39,4091.4%ETFJPMJPMorgan Chase & Co.$5,015,179$632,830 ▼-11.2%20,9221.4%FinanceVVisa$4,446,417$24,335 ▼-0.5%14,0691.2%Business ServicesIWMiShares Russell 2000 ETF$3,541,768$1,889,429 ▲114.3%16,0291.0%FinanceETNEaton$3,485,962$101,220 ▼-2.8%10,5041.0%Industrial ProductsPMPhilip Morris International$3,445,741$46,214 ▲1.4%28,6311.0%Consumer StaplesAVGOBroadcom$3,116,039$534,178 ▼-14.6%13,4400.9%Computer and TechnologyNOWServiceNow$3,110,392$40,285 ▼-1.3%2,9340.9%Computer and TechnologyEPDEnterprise Products Partners$3,105,048$19,286 ▲0.6%99,0130.9%Oils/EnergyBKNGBooking$3,015,831$139,116 ▼-4.4%6070.8%Retail/WholesaleAPOApollo Global Management$2,506,116$247,408 ▼-9.0%15,1740.7%FinanceFFINFirst Financial Bankshares$2,372,090$25,235 ▼-1.1%65,8000.7%FinanceMSFTMicrosoft$2,327,523$156,798 ▲7.2%5,5220.6%Computer and TechnologyWMTWalmart$2,235,440$462,411 ▼-17.1%24,7420.6%Retail/WholesaleCRWDCrowdStrike$2,200,773$110,176 ▼-4.8%6,4320.6%Computer and TechnologyMPLXMplx$2,135,657$23,930 ▼-1.1%44,6230.6%Oils/EnergyJNJJohnson & Johnson$2,024,535$42,229 ▼-2.0%13,9990.6%MedicalLOWLowe's Companies$2,010,433$5,676 ▲0.3%8,1460.6%Retail/WholesaleGTLSChart Industries$1,971,759$41,985 ▼-2.1%10,3320.5%Industrial ProductsCRMSalesforce$1,933,096$98,293 ▼-4.8%5,7820.5%Computer and TechnologyMOAltria Group$1,894,144$96,056 ▼-4.8%36,2240.5%Consumer StaplesISRGIntuitive Surgical$1,814,333$30,274 ▼-1.6%3,4760.5%MedicalEOGEOG Resources$1,774,100$261,463 ▼-12.8%14,4730.5%Oils/EnergySONYSony Group$1,771,727$1,415,477 ▲397.3%83,7300.5%Consumer DiscretionaryASMLASML$1,657,847$135,151 ▲8.9%2,3920.5%Computer and TechnologyMRKMerck & Co., Inc.$1,626,200$324,305 ▲24.9%16,3470.5%MedicalSGUStar Group$1,616,6270.0%140,0890.4%Computer and TechnologyABTAbbott Laboratories$1,579,920$49,429 ▲3.2%13,9680.4%MedicalOCOwens Corning$1,556,384$97,253 ▼-5.9%9,1380.4%ConstructionHDHome Depot$1,508,114$117,864 ▼-7.2%3,8770.4%Retail/WholesaleAMGNAmgen$1,498,949$16,942 ▲1.1%5,7510.4%MedicalTMOThermo Fisher Scientific$1,458,312$22,892 ▲1.6%2,8030.4%MedicalMAMastercard$1,409,2610.0%2,6760.4%Business ServicesNVONovo Nordisk A/S$1,395,675$492,121 ▲54.5%16,2250.4%MedicalADBEAdobe$1,394,516$153,415 ▲12.4%3,1360.4%Computer and TechnologyUSBU.S. Bancorp$1,356,267$16,167 ▼-1.2%28,3560.4%FinancePGProcter & Gamble$1,318,743$55,828 ▼-4.1%7,8660.4%Consumer StaplesACNAccenture$1,311,121$292,337 ▼-18.2%3,7270.4%Computer and TechnologyMCDMcDonald's$1,291,750$52,180 ▲4.2%4,4560.4%Retail/WholesaleSNOWSnowflake$1,275,735$929,702 ▲268.7%8,2620.4%Computer and TechnologyHONHoneywell International$1,268,359$33,657 ▼-2.6%5,6150.4%Multi-Sector ConglomeratesCMCSAComcast$1,223,140$19,741 ▼-1.6%32,5910.3%Consumer DiscretionaryPHParker-Hannifin$1,177,292$844,648 ▲253.9%1,8510.3%Industrial ProductsCVXChevron$1,156,409$10,139 ▲0.9%7,9840.3%Oils/EnergyLHXL3Harris Technologies$1,110,909$9,042 ▼-0.8%5,2830.3%AerospaceDISWalt Disney$1,100,539$179,934 ▼-14.1%9,8840.3%Consumer DiscretionaryPYPLPayPal$1,090,005$36,274 ▲3.4%12,7710.3%Computer and TechnologyAXPAmerican Express$1,078,238$37,099 ▲3.6%3,6330.3%FinanceNOGNorthern Oil and Gas$1,065,266$29,728 ▲2.9%28,6670.3%Oils/EnergyDUKDuke Energy$1,048,957$153,314 ▲17.1%9,7360.3%UtilitiesMDTMedtronic$1,038,919$51,123 ▼-4.7%13,0060.3%MedicalBABoeing$955,269$368,691 ▲62.9%5,3970.3%AerospaceABBVAbbVie$937,617$10,485 ▲1.1%5,2760.3%MedicalIAUiShares Gold Trust$917,173$45,549 ▼-4.7%18,5250.3%FinanceFDXFedEx$905,039$65,831 ▼-6.8%3,2170.3%TransportationGRAYSCALE BITCOIN TR BTC$900,897$100,297 ▼-10.0%12,1710.3%SHS REP COM UTNFLXNetflix$896,668$321,767 ▼-26.4%1,0060.2%Consumer DiscretionaryUNHUnitedHealth Group$885,986$676,507 ▼-43.3%1,7510.2%MedicalKOCoca-Cola$863,940$8,219 ▲1.0%13,8760.2%Consumer StaplesFSLRFirst Solar$830,619$9,869 ▲1.2%4,7130.2%Oils/EnergyPEPPepsiCo$822,797$14,142 ▲1.7%5,4110.2%Consumer StaplesCHTRCharter Communications$740,106$740,106 ▲New Holding2,1590.2%Consumer DiscretionaryMTNVail Resorts$731,617$27,368 ▼-3.6%3,9030.2%Consumer DiscretionaryUBERUber Technologies$725,589$15,080 ▲2.1%12,0290.2%Computer and TechnologyCSCOCisco Systems$724,726$19,654 ▼-2.6%12,2420.2%Computer and TechnologyICEIntercontinental Exchange$721,804$13,709 ▼-1.9%4,8440.2%FinanceJKHYJack Henry & Associates$701,200$17,530 ▼-2.4%4,0000.2%Computer and TechnologyKRPKimbell Royalty Partners$688,1680.0%42,4010.2%Oils/EnergyTCBXThird Coast Bancshares$687,488$212,188 ▲44.6%20,2500.2%FinanceBRK.BBerkshire Hathaway$674,481$11,332 ▼-1.7%1,4880.2%FinanceZZillow Group$667,931$48,947 ▼-6.8%9,0200.2%FinanceEFAiShares MSCI EAFE ETF$657,807$64,269 ▼-8.9%8,7000.2%FinanceABNBAirbnb$653,371$28,647 ▼-4.2%4,9720.2%Consumer DiscretionarySLViShares Silver Trust$649,087$61,875 ▲10.5%24,6520.2%ETFETEnergy Transfer$646,215$9,795 ▼-1.5%32,9870.2%Oils/EnergyGLDSPDR Gold Shares$631,959$32,930 ▼-5.0%2,6100.2%FinanceTSLATesla$623,933$359,418 ▼-36.6%1,5450.2%Auto/Tires/TrucksLYVLive Nation Entertainment$620,435$43,253 ▼-6.5%4,7910.2%Consumer DiscretionaryDEDeere & Company$615,6360.0%1,4530.2%Industrial ProductsTAPMolson Coors Beverage$581,852$860 ▲0.1%10,1510.2%Consumer StaplesDOMINOS PIZZA INC$579,689$579,689 ▲New Holding1,3810.2%COMBCRXBioCryst Pharmaceuticals$558,947$50,173 ▼-8.2%74,3280.2%MedicalCATCaterpillar$550,6700.0%1,5180.2%Industrial ProductsWFCWells Fargo & Company$549,6280.0%7,8250.2%FinanceSQBlock$535,947$2,975 ▼-0.6%6,3060.1%Business ServicesSHOPShopify$531,225$97,505 ▼-15.5%4,9960.1%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$526,786$12,674 ▼-2.3%4,5720.1%ETFIBTXIndependent Bank Group$524,414$26,876 ▼-4.9%8,6440.1%FinanceETHEGrayscale Ethereum Trust (ETH)$518,958$518,958 ▲New Holding18,5210.1%MiscellaneousISHARES BITCOIN TRUST ETF$508,272$107,320 ▲26.8%9,5810.1%SHS BEN INTSOSouthern$471,529$6,586 ▲1.4%5,7280.1%UtilitiesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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