Ground Swell Capital, LLC Top Holdings and 13F Report (2025) About Ground Swell Capital, LLCInvestment ActivityGround Swell Capital, LLC has $66.50 million in total holdings as of December 31, 2024.Ground Swell Capital, LLC owns shares of 145 different stocks, but just 41 companies or ETFs make up 80% of its holdings.Approximately 71.57% of the portfolio was purchased this quarter.About 143.27% of the portfolio was sold this quarter.This quarter, Ground Swell Capital, LLC has purchased 149 new stocks and bought additional shares in 9 stocks.Ground Swell Capital, LLC sold shares of 12 stocks and completely divested from 127 stocks this quarter.Largest Holdings iShares 20+ Year Treasury Bond ETF $13,384,108Tesla $8,076,800MicroStrategy $7,240,500iShares Russell 2000 Value ETF $1,943,937SPDR S&P 500 ETF Trust $1,546,079 Largest New Holdings this Quarter Tesla $8,076,800 HoldingMicroStrategy $7,240,500 HoldingiShares Russell 2000 Value ETF $1,943,937 HoldingSPDR S&P 500 ETF Trust $1,546,079 HoldingAutomatic Data Processing $1,311,138 Holding Largest Purchases this Quarter Tesla 20,000 shares (about $8.08M)MicroStrategy 25,000 shares (about $7.24M)iShares Russell 2000 Value ETF 11,841 shares (about $1.94M)SPDR S&P 500 ETF Trust 2,638 shares (about $1.55M)Automatic Data Processing 4,479 shares (about $1.31M) Largest Sales this Quarter NVIDIA 94,402 shares (about $12.68M)Invesco QQQ 19,422 shares (about $9.93M)Microsoft 20,462 shares (about $8.62M)iShares 20+ Year Treasury Bond ETF 42,310 shares (about $3.69M)Apple 6,085 shares (about $1.52M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGround Swell Capital, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTLTiShares 20+ Year Treasury Bond ETF$13,384,108$3,694,932 ▼-21.6%153,25920.1%ETFTSLATesla$8,076,800$8,076,800 ▲New Holding20,00012.1%Auto/Tires/TrucksMSTRMicroStrategy$7,240,500$7,240,500 ▲New Holding25,00010.9%Computer and TechnologyIWNiShares Russell 2000 Value ETF$1,943,937$1,943,937 ▲New Holding11,8412.9%ETFSPYSPDR S&P 500 ETF Trust$1,546,079$1,546,079 ▲New Holding2,6382.3%FinanceADPAutomatic Data Processing$1,311,138$1,311,138 ▲New Holding4,4792.0%Business ServicesXOPSPDR S&P Oil & Gas Exploration & Production ETF$1,153,472$1,153,472 ▲New Holding8,7141.7%ETFGDXVanEck Gold Miners ETF$1,095,157$1,095,157 ▲New Holding32,2961.6%ETFOIHVanEck Oil Services ETF$1,057,526$1,057,526 ▲New Holding3,8991.6%ETFKOKUMSCI Kokusai Equity ETF$931,449$514,516 ▲123.4%9,2781.4%ETFIWOiShares Russell 2000 Growth ETF$908,072$908,072 ▲New Holding3,1551.4%ETFCMGChipotle Mexican Grill$904,5000.0%15,0001.4%Retail/WholesaleTMUST-Mobile US$826,192$826,192 ▲New Holding3,7431.2%Computer and TechnologyARKKARK Innovation ETF$815,955$815,955 ▲New Holding14,3731.2%ETFQLDProShares Ultra QQQ$763,200$763,200 ▲New Holding7,0511.1%ETFVTIVanguard Total Stock Market ETF$753,796$753,796 ▲New Holding2,6011.1%ETFNVDANVIDIA$751,755$12,677,237 ▼-94.4%5,5981.1%Computer and TechnologyPFGCPerformance Food Group$659,405$659,405 ▲New Holding7,7991.0%Retail/WholesaleAAPLApple$599,505$1,523,804 ▼-71.8%2,3940.9%Computer and TechnologyIWViShares Russell 3000 ETF$560,203$560,203 ▲New Holding1,6760.8%ETFSCHGSchwab U.S. Large-Cap Growth ETF$533,571$533,571 ▲New Holding19,1450.8%ETFIWRiShares Russell Mid-Cap ETF$523,416$523,416 ▲New Holding5,9210.8%ETFMSFTMicrosoft$492,734$8,624,742 ▼-94.6%1,1690.7%Computer and TechnologyHYSPIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund$461,093$461,093 ▲New Holding4,9220.7%ETFMARMarriott International$439,331$439,331 ▲New Holding1,5750.7%Consumer DiscretionarySPTSSPDR Portfolio Short Term Treasury ETF$412,609$412,609 ▲New Holding14,2230.6%ETFDOORDASH INC$405,787$405,787 ▲New Holding2,4190.6%CL AIONQIonQ$403,832$122,219 ▼-23.2%9,6680.6%Computer and TechnologyPALANTIR TECHNOLOGIES INC$390,856$390,856 ▲New Holding5,1680.6%CL ASCHXSchwab US Large-Cap ETF$388,636$388,636 ▲New Holding16,7660.6%ETFNVRNVR$359,872$359,872 ▲New Holding440.5%ConstructionXOMExxon Mobil$347,344$347,344 ▲New Holding3,2290.5%Oils/EnergyIXJiShares Global Healthcare ETF$345,341$345,341 ▲New Holding4,0170.5%ETFNDAQNasdaq$332,820$332,820 ▲New Holding4,3050.5%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$331,582$331,582 ▲New Holding2,5780.5%ETFPMPhilip Morris International$325,667$325,667 ▲New Holding2,7060.5%Consumer StaplesAXONAxon Enterprise$321,527$321,527 ▲New Holding5410.5%AerospaceXHBSPDR S&P Homebuilders ETF$316,113$316,113 ▲New Holding3,0250.5%ETFWMTWalmart$313,786$313,786 ▲New Holding3,4730.5%Retail/WholesaleUNHUnitedHealth Group$310,598$121,912 ▲64.6%6140.5%MedicalCOINCoinbase Global$306,154$1,410,593 ▼-82.2%1,2330.5%FinanceMETAMeta Platforms$302,709$302,709 ▲New Holding5170.5%Computer and TechnologyACHRArcher Aviation$302,172$302,172 ▲New Holding30,9920.5%AerospaceGDXJVanEck Junior Gold Miners ETF$301,943$301,943 ▲New Holding7,0630.5%ETFFCNCAFirst Citizens BancShares$300,049$300,049 ▲New Holding1420.5%FinanceQQQInvesco QQQ$295,491$9,929,111 ▼-97.1%5780.4%FinanceWYNNWynn Resorts$293,202$293,202 ▲New Holding3,4030.4%Consumer DiscretionaryVVisa$291,705$291,705 ▲New Holding9230.4%Business ServicesVMCVulcan Materials$281,152$281,152 ▲New Holding1,0930.4%ConstructionWATWaters$280,832$280,832 ▲New Holding7570.4%MedicalJEFJefferies Financial Group$279,418$279,418 ▲New Holding3,5640.4%FinanceLOWLowe's Companies$277,650$277,650 ▲New Holding1,1250.4%Retail/WholesaleAIGAmerican International Group$272,199$272,199 ▲New Holding3,7390.4%FinanceGWWW.W. Grainger$270,891$270,891 ▲New Holding2570.4%Industrial ProductsPDDPDD$268,080$93,983 ▲54.0%2,7640.4%Retail/WholesaleUNMUnum Group$267,655$267,655 ▲New Holding3,6650.4%FinanceCHRWC.H. Robinson Worldwide$267,186$267,186 ▲New Holding2,5860.4%TransportationDOMINOS PIZZA INC$266,548$266,548 ▲New Holding6350.4%COMLLYEli Lilly and Company$266,340$40,144 ▲17.7%3450.4%MedicalLYVLive Nation Entertainment$265,605$265,605 ▲New Holding2,0510.4%Consumer DiscretionaryAXAxos Financial$261,099$261,099 ▲New Holding3,7380.4%FinanceCRSCarpenter Technology$255,923$255,923 ▲New Holding1,5080.4%Basic MaterialsPLDPrologis$251,883$251,883 ▲New Holding2,3830.4%FinanceAMLPAlerian MLP ETF$251,588$251,588 ▲New Holding5,2240.4%ETFCHDChurch & Dwight$251,513$251,513 ▲New Holding2,4020.4%Consumer StaplesLMNDLemonade$248,544$248,544 ▲New Holding6,7760.4%FinanceUSFDUS Foods$242,856$242,856 ▲New Holding3,6000.4%Consumer StaplesDLRDigital Realty Trust$238,154$238,154 ▲New Holding1,3430.4%FinanceOKEONEOK$237,346$237,346 ▲New Holding2,3640.4%Oils/EnergyRLRalph Lauren$235,831$235,831 ▲New Holding1,0210.4%Consumer DiscretionaryTRIThomson Reuters$234,636$234,636 ▲New Holding1,4630.4%Business ServicesFRPTFreshpet$231,200$231,200 ▲New Holding1,5610.3%Consumer StaplesBRBRBellRing Brands$230,616$230,616 ▲New Holding3,0610.3%MedicalABTAbbott Laboratories$230,518$230,518 ▲New Holding2,0380.3%MedicalSNOWSnowflake$226,211$211,388 ▼-48.3%1,4650.3%Computer and TechnologyXSDSPDR S&P Semiconductor ETF$224,847$224,847 ▲New Holding9050.3%ETFPNCThe PNC Financial Services Group$224,477$224,477 ▲New Holding1,1640.3%FinanceEAElectronic Arts$224,132$224,132 ▲New Holding1,5320.3%Consumer DiscretionaryPNWPinnacle West Capital$223,538$31,873 ▼-12.5%2,6370.3%UtilitiesHRIHerc$217,351$217,351 ▲New Holding1,1480.3%TransportationTIDAL TR II$212,804$212,804 ▲New Holding6,0490.3%DEF DLY TGT 2X LSLYVSPDR S&P 600 Small CapValue ETF$212,192$212,192 ▲New Holding2,4320.3%ETFDKSDICK'S Sporting Goods$210,762$86,731 ▼-29.2%9210.3%Retail/WholesaleAXSAXIS Capital$210,738$210,738 ▲New Holding2,3780.3%FinanceNTSXWisdomTree U.S. Efficient Core Fund$202,961$202,961 ▲New Holding4,3470.3%FinancePBR.APETROLEO BRASIL/S$197,953$197,953 ▲New Holding16,7190.3%Oils/EnergyPERMIAN RESOURCES CORP$186,954$186,954 ▲New Holding13,0010.3%CLASS A COMHLNHaleon$150,856$150,856 ▲New Holding15,8130.2%MedicalNEUBERGER BERMAN HIGH YIELD$117,308$117,308 ▲New Holding15,6620.2%COMSPINNAKER ETF SERIES$103,093$103,093 ▲New Holding10,2580.2%OBRA HIGH GRDEWOLFWolfspeed$85,428$17,389 ▲25.6%12,8270.1%Computer and TechnologyBBAIBigBear.ai$72,673$72,673 ▲New Holding16,3310.1%Computer and TechnologyAXLAmerican Axle & Manufacturing$60,719$60,719 ▲New Holding10,4150.1%Auto/Tires/TrucksHLHecla Mining$56,656$56,656 ▲New Holding11,5390.1%Basic MaterialsMEIWU TECHNOLOGY COMPANY LTD$54,983$54,983 ▲New Holding26,4340.1%SHS NEWNXU INC$44,457$44,457 ▲New Holding41,9410.1%CL A NEWCEMTREX INC$39,902$39,902 ▲New Holding13,8070.1%COM NEWLCIDLucid Group$33,522$33,522 ▲New Holding11,1000.1%Auto/Tires/TrucksWLGSWANG & LEE GROUP$33,484$33,484 ▲New Holding17,9060.1%ConstructionTNYATenaya Therapeutics$31,835$31,835 ▲New Holding22,2620.0%MedicalShowing 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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