Arcus Capital Partners, LLC Top Holdings and 13F Report (2024) → The Hard Truth About Investing For Retirement (From Insiders Exposed) (Ad) About Arcus Capital Partners, LLCInvestment ActivityArcus Capital Partners, LLC has $316.07 million in total holdings as of March 31, 2024.Arcus Capital Partners, LLC owns shares of 110 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 8.60% of the portfolio was purchased this quarter.About 8.33% of the portfolio was sold this quarter.This quarter, Arcus Capital Partners, LLC has purchased 107 new stocks and bought additional shares in 43 stocks.Arcus Capital Partners, LLC sold shares of 27 stocks and completely divested from 11 stocks this quarter.Largest Holdings Dream Finders Homes $90,142,442Coca-Cola $38,757,483Celsius $18,209,150iShares Select Dividend ETF $16,653,378iShares Core S&P Mid-Cap ETF $11,799,163 Largest New Holdings this Quarter Visa $825,847 HoldingFortive $755,944 HoldingAmeren $753,625 HoldingBecton, Dickinson and Company $730,665 HoldingiShares MSCI Japan Small-Cap ETF $515,113 Holding Largest Purchases this Quarter iShares Core S&P Mid-Cap ETF 154,900 shares (about $9.41M)iShares Select Dividend ETF 19,739 shares (about $2.43M)JPMorgan Ultra-Short Income ETF 32,758 shares (about $1.65M)T. Rowe Price Capital Appreciation Equity ETF 48,470 shares (about $1.47M)SPDR S&P 500 ETF Trust 2,536 shares (about $1.33M) Largest Sales this Quarter Dream Finders Homes 209,603 shares (about $9.17M)Celsius 99,658 shares (about $8.26M)iShares Core S&P 500 ETF 2,685 shares (about $1.41M)iShares MSCI Global Min Vol Factor ETF 11,020 shares (about $1.16M)Mastercard 1,264 shares (about $608.76K) Sector Allocation Over TimeMap of 500 Largest Holdings ofArcus Capital Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFHDream Finders Homes$90,142,442$9,165,939 ▼-9.2%2,061,34128.5%ConstructionKOCoca-Cola$38,757,483$10,401 ▼0.0%633,49912.3%Consumer StaplesCELHCelsius$18,209,150$8,263,642 ▼-31.2%219,5995.8%Consumer DefensiveDVYiShares Select Dividend ETF$16,653,378$2,431,458 ▲17.1%135,1955.3%ETFIJHiShares Core S&P Mid-Cap ETF$11,799,163$9,408,620 ▲393.6%194,2573.7%ETFTCAFT. Rowe Price Capital Appreciation Equity ETF$9,464,929$1,465,249 ▲18.3%313,0973.0%ETFIVViShares Core S&P 500 ETF$9,398,216$1,411,546 ▼-13.1%17,8773.0%ETFQQQInvesco QQQ$7,872,354$952,852 ▲13.8%17,7302.5%FinanceJPSTJPMorgan Ultra-Short Income ETF$7,319,517$1,652,636 ▲29.2%145,0852.3%ETFSPYSPDR S&P 500 ETF Trust$7,032,932$1,326,554 ▲23.2%13,4452.2%FinanceVEAVanguard FTSE Developed Markets Index Fund ETF Shares$6,372,706$33,263 ▲0.5%127,0222.0%ETFGSBDGoldman Sachs BDC$6,032,3870.0%401,3691.9%FinanceWDAYWorkday$2,969,430$96,008 ▼-3.1%10,8870.9%Computer and TechnologyAAPLApple$2,640,153$58,304 ▼-2.2%15,3960.8%Computer and TechnologyAXPAmerican Express$2,637,3340.0%11,5830.8%FinanceVTIVanguard Total Stock Market ETF$2,634,235$2,859 ▲0.1%10,1360.8%ETFACWIiShares MSCI ACWI ETF$2,580,677$56,387 ▼-2.1%23,4330.8%ManufacturingVWOVanguard FTSE Emerging Markets ETF$2,279,673$2,088 ▲0.1%54,5770.7%ETFACWViShares MSCI Global Min Vol Factor ETF$2,251,115$1,160,086 ▼-34.0%21,3840.7%ETFIJRiShares Core S&P Small-Cap ETF$2,239,506$19,120 ▼-0.8%20,2630.7%ETFIEFAiShares Core MSCI EAFE ETF$2,217,843$142,428 ▲6.9%29,8820.7%ETFMSMorgan Stanley$2,216,3390.0%23,5380.7%FinanceGSThe Goldman Sachs Group$2,144,328$21,301 ▲1.0%5,1340.7%FinanceGEGeneral Electric$2,090,503$1,053 ▲0.1%11,9100.7%TransportationRSPInvesco S&P 500 Equal Weight ETF$2,086,936$1,141,023 ▲120.6%12,3220.7%ETFKNSLKinsale Capital Group$2,045,551$420,865 ▼-17.1%3,8980.6%FinanceUSMViShares MSCI USA Min Vol Factor ETF$1,980,087$198,502 ▼-9.1%23,6910.6%ETFELFe.l.f. Beauty$1,960,3000.0%10,0000.6%Consumer DefensiveAOAiShares Core Aggressive Allocation ETF$1,631,806$5,583 ▲0.3%22,2140.5%ETFMSFTMicrosoft$1,575,599$109,808 ▲7.5%3,7450.5%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$1,554,502$102,839 ▲7.1%30,1260.5%ETFLCRLeuthold Core ETF$1,540,552$9,110 ▼-0.6%45,6600.5%ETFAMZNAmazon.com$1,487,414$20,744 ▼-1.4%8,2460.5%Retail/WholesaleXOMExxon Mobil$1,450,443$7,556 ▼-0.5%12,4780.5%Oils/EnergyIWMiShares Russell 2000 ETF$1,400,965$26,917 ▼-1.9%6,6620.4%FinanceTFCTruist Financial$1,384,804$269,742 ▼-16.3%35,5260.4%FinanceNVDANVIDIA$1,306,239$5,420 ▲0.4%1,4460.4%Computer and TechnologyMETAMeta Platforms$1,291,565$828,350 ▲178.8%2,6600.4%Computer and TechnologyDSLDoubleLine Income Solutions Fund$1,210,335$30,099 ▲2.6%95,3020.4%Financial ServicesGOOGLAlphabet$1,100,582$116,367 ▼-9.6%7,2920.3%Computer and TechnologyPDIPIMCO Dynamic Income Fund$1,068,973$16,589 ▲1.6%55,4160.3%Financial ServicesGLDSPDR Gold Shares$1,027,160$1,440 ▼-0.1%4,9930.3%FinanceBTZBlackRock Credit Allocation Income Trust$1,022,011$10,359 ▲1.0%95,6040.3%Financial ServicesHDHome Depot$922,7390.0%2,4050.3%Retail/WholesaleLINDE PLC$882,673$145,797 ▲19.8%1,9010.3%SHSLOBLive Oak Bancshares$830,2000.0%20,0000.3%FinanceVVisa$825,847$825,847 ▲New Holding2,9590.3%Business ServicesABBVAbbVie$801,987$147,140 ▲22.5%4,4040.3%MedicalWCNWaste Connections$794,343$148,961 ▲23.1%4,6180.3%Business ServicesFTVFortive$755,944$755,944 ▲New Holding8,7880.2%Computer and TechnologyAEEAmeren$753,625$753,625 ▲New Holding10,1900.2%UtilitiesEEMiShares MSCI Emerging Markets ETF$738,2950.0%17,9720.2%FinanceBDXBecton, Dickinson and Company$730,665$730,665 ▲New Holding2,9530.2%MedicalEFAViShares MSCI EAFE Min Vol Factor ETF$725,882$207,962 ▼-22.3%10,2410.2%ETFVIGVanguard Dividend Appreciation ETF$714,513$1,643 ▲0.2%3,9130.2%ETFAYIAcuity Brands$710,5230.0%2,6440.2%ConstructionDHRDanaher$699,096$210,977 ▲43.2%2,8000.2%Multi-Sector ConglomeratesEFAiShares MSCI EAFE ETF$698,926$85,130 ▼-10.9%8,7520.2%FinanceNURENuveen Short-Term REIT ETF$687,382$398 ▲0.1%22,4610.2%ETFUNHUnitedHealth Group$679,278$161,285 ▲31.1%1,3730.2%MedicalEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$644,060$5,470 ▲0.9%7,1830.2%ETFCCBGCapital City Bank Group$637,1000.0%23,0000.2%FinanceBXBlackstone$624,0080.0%4,7500.2%FinanceTSLATesla$598,741$10,547 ▼-1.7%3,4060.2%Auto/Tires/TrucksSFBSServisFirst Bancshares$587,383$2,721 ▲0.5%8,8510.2%Financial ServicesMAMastercard$572,155$608,758 ▼-51.5%1,1880.2%Business ServicesRCReady Capital$546,741$182,856 ▼-25.1%59,8840.2%FinanceXLKTechnology Select Sector SPDR Fund$545,976$16,248 ▼-2.9%2,6210.2%ETFSCJiShares MSCI Japan Small-Cap ETF$515,113$515,113 ▲New Holding6,8700.2%ETFCPNGCoupang$487,464$487,464 ▲New Holding27,4010.2%Retail/WholesaleGISGeneral Mills$429,4060.0%6,1370.1%Consumer StaplesSOSouthern$397,572$3,156 ▲0.8%5,5420.1%UtilitiesOBDCBlue Owl Capital$395,844$8,997 ▲2.3%25,7380.1%Financial ServicesMEDPMedpace$390,005$52,944 ▲15.7%9650.1%MedicalJNJJohnson & Johnson$382,0290.0%2,4150.1%MedicalTQQQProShares UltraPro QQQ$379,280$1,293 ▲0.3%6,1610.1%ETFOKEONEOK$378,8040.0%4,7250.1%Oils/EnergyXLEEnergy Select Sector SPDR Fund$377,211$2,927 ▲0.8%3,9950.1%ETFEEMViShares MSCI Emerging Markets Min Vol Factor ETF$376,062$129,712 ▼-25.6%6,6450.1%ETFEMEEMCOR Group$375,065$375,065 ▲New Holding1,0710.1%ConstructionGEHCGE HealthCare Technologies$373,9170.0%4,1130.1%MedicalGOOGAlphabet$345,7830.0%2,2710.1%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$343,611$146,262 ▲74.1%5,9390.1%ETFIXCiShares Global Energy ETF$336,8920.0%7,8440.1%ETFQTWOQ2$332,6000.0%6,3280.1%Computer and TechnologyURIUnited Rentals$328,136$8,654 ▲2.7%4550.1%ConstructionSTLDSteel Dynamics$317,509$317,509 ▲New Holding2,1420.1%Basic MaterialsJPMJPMorgan Chase & Co.$314,7230.0%1,5710.1%FinanceRFRegions Financial$304,9120.0%14,4920.1%FinanceACGLArch Capital Group$304,683$304,683 ▲New Holding3,2960.1%FinanceOZKBank OZK$301,887$56,459 ▲23.0%6,6410.1%FinanceACNAccenture$291,5000.0%8410.1%Business ServicesCMCSAComcast$276,1830.0%6,3710.1%Consumer DiscretionaryCATCaterpillar$274,762$733 ▲0.3%7500.1%Industrial ProductsJBLJabil$256,788$256,788 ▲New Holding1,9170.1%Computer and TechnologyWMTWalmart$249,712$166,796 ▲201.2%4,1500.1%Retail/WholesaleBACBank of America$247,079$341 ▲0.1%6,5160.1%FinanceXLFFinancial Select Sector SPDR Fund$234,071$97,765 ▼-29.5%5,5570.1%ETFMRKMerck & Co., Inc.$229,857$229,857 ▲New Holding1,7420.1%MedicalNVRNVR$226,799$226,799 ▲New Holding280.1%ConstructionShowing largest 100 holdings. 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