Starfox Financial Services, LLC Top Holdings and 13F Report (2024) → My #1 investment for 2024 (From True Market Insiders) (Ad) About Starfox Financial Services, LLCInvestment ActivityStarfox Financial Services, LLC has $117.94 million in total holdings as of March 31, 2024.Starfox Financial Services, LLC owns shares of 29 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 6.24% of the portfolio was purchased this quarter.About 1.57% of the portfolio was sold this quarter.This quarter, Starfox Financial Services, LLC has purchased 31 new stocks and bought additional shares in 14 stocks.Starfox Financial Services, LLC sold shares of 11 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $23,419,432SPDR S&P 500 ETF Trust $16,241,672iShares 1-3 Year Treasury Bond ETF $13,586,545Invesco QQQ $11,470,640Van Eck Merk Gold Trust $9,503,725 Largest New Holdings this Quarter GRAYSCALE BITCOIN TR BTC $716,759 Holding Largest Purchases this Quarter Vanguard Long-Term Treasury Index ETF 24,619 shares (about $1.38M)iShares 1-3 Year Treasury Bond ETF 14,505 shares (about $1.18M)Invesco QQQ 2,426 shares (about $1.05M)Vanguard FTSE Developed Markets ETF 15,514 shares (about $750.26K)GRAYSCALE BITCOIN TR BTC 12,713 shares (about $716.76K) Largest Sales this Quarter Vanguard Short-Term Treasury Index ETF 15,363 shares (about $885.67K)Jones Lang LaSalle 874 shares (about $154.05K)iShares 7-10 Year Treasury Bond ETF 605 shares (about $55.48K)JPMorgan Ultra-Short Municipal ETF 644 shares (about $32.59K)Microsoft 33 shares (about $13.66K) Sector Allocation Over TimeMap of 500 Largest Holdings ofStarfox Financial Services, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$23,419,432$279,127 ▲1.2%93,71919.9%ETFSPYSPDR S&P 500 ETF Trust$16,241,672$292,075 ▲1.8%32,19713.8%FinanceSHYiShares 1-3 Year Treasury Bond ETF$13,586,545$1,177,517 ▲9.5%167,36311.5%ManufacturingQQQInvesco QQQ$11,470,640$1,045,764 ▲10.0%26,6109.7%FinanceOUNZVan Eck Merk Gold Trust$9,503,725$193,727 ▲2.1%412,1308.1%ETFVEAVanguard FTSE Developed Markets ETF$7,186,842$750,259 ▲11.7%148,6116.1%ETFVGLTVanguard Long-Term Treasury Index ETF$6,006,134$1,375,220 ▲29.7%107,5215.1%ETFVGSHVanguard Short-Term Treasury Index ETF$5,808,155$885,673 ▼-13.2%100,7494.9%ETFAVEMAvantis Emerging Markets Equity ETF$4,527,080$126,016 ▲2.9%79,2143.8%ETFVWOVanguard FTSE Emerging Markets ETF$4,294,402$508,110 ▲13.4%103,8803.6%ETFXLEEnergy Select Sector SPDR Fund$3,008,728$305,025 ▲11.3%31,5942.6%ETFXOMExxon Mobil$2,557,579$6,702 ▼-0.3%21,3702.2%Oils/EnergyAMLPAlerian MLP ETF$1,455,555$509,886 ▲53.9%31,7811.2%ETFJLLJones Lang LaSalle$1,423,300$154,051 ▼-9.8%8,0751.2%FinanceNRGNRG Energy$1,078,948$8,389 ▲0.8%14,7900.9%UtilitiesSPTSSPDR Portfolio Short Term Treasury ETF$931,068$1,321 ▲0.1%32,4190.8%ETFJMSTJPMorgan Ultra-Short Municipal ETF$786,686$32,587 ▼-4.0%15,5470.7%ETFGRAYSCALE BITCOIN TR BTC$716,759$716,759 ▲New Holding12,7130.6%SHS REP COM UTWTBAWest Bancorporation$566,5000.0%35,2520.5%FinanceBRK.BBerkshire Hathaway$537,949$6,804 ▼-1.2%1,3440.5%FinanceVXUSVanguard Total International Stock ETF$463,027$69,934 ▲17.8%7,9120.4%ETFAAPLApple$372,339$6,044 ▼-1.6%2,1560.3%Computer and TechnologyPLTRPalantir Technologies$366,8690.0%16,7520.3%Business ServicesEPDEnterprise Products Partners$315,093$4,904 ▼-1.5%11,0520.3%Oils/EnergyIEFiShares 7-10 Year Treasury Bond ETF$303,921$55,483 ▼-15.4%3,3140.3%ETFMRKMerck & Co., Inc.$290,9940.0%2,3060.2%MedicalPEPPepsiCo$267,120$5,009 ▼-1.8%1,6000.2%Consumer StaplesMSFTMicrosoft$240,048$13,658 ▼-5.4%5800.2%Computer and TechnologySLBSchlumberger$213,600$7,389 ▼-3.3%4,1340.2%Oils/EnergyBSVVanguard Short-Term Bond ETF$0$256,918 ▼-100.0%00.0%ETFIWBiShares Russell 1000 ETF$0$209,021 ▼-100.0%00.0%ETFVGITVanguard Intermediate-Term Treasury Index ETF$0$205,188 ▼-100.0%00.0%ETFShowing 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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.