CHILDRESS CAPITAL ADVISORS, LLC

data from 30/09/2025

Capitalization

$ 547.189 M 37.69 %

Average holding period

7 ans

Performance

$ 192.352 M 72.27 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in CHILDRESS CAPITAL ADVISORS, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 FDVV FIDELITY COVINGTON TRUST 7.82% 42.777 M $ 767848 2022/06/30 3.050 M $ 7.09 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 7.57% 41.447 M $ 52046 2023/12/31 73.095 K $ 12.52 %
2025/09/30 SPY SPDR S&P 500 ETF TR 4.71% 25.760 M $ 38668 2020/12/31 1.765 M $ 7.82 %
2025/09/30 XOM EXXON MOBIL CORP 4.31% 23.578 M $ 209116 2020/12/31 995.558 K $ 4.59 %
2025/09/30 NVDA NVIDIA CORPORATION 3.39% 18.568 M $ 99517 2020/12/31 2.683 M $ 18.10 %
2025/09/30 MSFT MICROSOFT CORP 3.11% 17.035 M $ 32890 2020/12/31 596.666 K $ 4.13 %
2025/09/30 AAPL APPLE INC 2.70% 14.799 M $ 58119 2020/12/31 2.687 M $ 24.11 %
2025/09/30 GPIX GOLDMAN SACHS ETF TR 2.51% 13.748 M $ 263212 2025/03/31 224.296 K $ 4.84 %
2025/09/30 COP CONOCOPHILLIPS 2.47% 13.513 M $ 142859 2020/12/31 686.861 K $ 5.40 %
2025/09/30 ET ENERGY TRANSFER L P 1.85% 10.141 M $ 590940 2020/12/31 -575.927 K $ -5.35 %
2025/09/30 JEPI J P MORGAN EXCHANGE TRADED F 1.77% 9.711 M $ 170070 2022/09/30 67.270 K $ 0.44 %
2025/09/30 META META PLATFORMS INC 1.73% 9.447 M $ 12864 2020/12/31 -29.954 K $ -0.50 %
2025/09/30 JEPQ J P MORGAN EXCHANGE TRADED F 1.62% 8.857 M $ 153980 2022/09/30 460.633 K $ 5.74 %
2025/09/30 AMZN AMAZON COM INC 1.49% 8.161 M $ 37169 2020/12/31 5.930 K $ 0.08 %
2025/09/30 TSLA TESLA INC 1.37% 7.492 M $ 16846 2020/12/31 1.367 M $ 40.00 %
2025/09/30 VYM VANGUARD WHITEHALL FDS 1.30% 7.107 M $ 50421 2020/12/31 379.295 K $ 5.73 %
2025/09/30 MAIN MAIN STR CAP CORP 1.29% 7.043 M $ 110760 2020/12/31 497.312 K $ 7.60 %
2025/09/30 AVGO BROADCOM INC 1.18% 6.437 M $ 19512 2020/12/31 901.855 K $ 19.68 %
2025/09/30 GOOGL ALPHABET INC 1.14% 6.262 M $ 25758 2021/03/31 1.569 M $ 37.94 %
2025/09/30 VOO VANGUARD INDEX FDS 1.04% 5.692 M $ 9295 2021/03/31 396.267 K $ 7.81 %
2025/09/30 SPMO INVESCO EXCH TRADED FD TR II 1.02% 5.590 M $ 46175 2025/09/30 0.000 $ 0.00 %
2025/09/30 GLD SPDR GOLD TR 1.02% 5.570 M $ 15669 2025/09/30 0.000 $ 0.00 %
2025/09/30 GOOG ALPHABET INC 0.96% 5.268 M $ 21632 2023/09/30 1.260 M $ 37.30 %
2025/09/30 EPD ENTERPRISE PRODS PARTNERS L 0.94% 5.158 M $ 164965 2020/12/31 42.890 K $ 0.84 %
2025/09/30 KLAC KLA CORP 0.94% 5.137 M $ 4763 2023/09/30 98.378 K $ 20.41 %
2025/09/30 LRCX LAM RESEARCH CORP 0.90% 4.899 M $ 36584 2024/12/31 194.060 K $ 37.56 %
2025/09/30 VGT VANGUARD WORLD FD 0.84% 4.585 M $ 6141 2024/06/30 511.852 K $ 12.57 %
2025/09/30 EZBC FRANKLIN TEMPLETON DIGITAL H 0.83% 4.566 M $ 68956 2025/09/30 0.000 $ 0.00 %
2025/09/30 FBCG FIDELITY COVINGTON TRUST 0.81% 4.432 M $ 82590 2022/09/30 447.637 K $ 11.24 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.79% 4.316 M $ 8584 2020/12/31 144.160 K $ 3.49 %
2025/09/30 DSI ISHARES TR 0.75% 4.084 M $ 32425 2021/03/31 317.440 K $ 8.43 %
2025/09/30 PWR QUANTA SVCS INC 0.73% 3.969 M $ 9577 2025/06/30 22.385 K $ 9.61 %
2025/09/30 SPUS TIDAL TRUST I 0.67% 3.689 M $ 74671 2023/06/30 377.088 K $ 11.38 %
2025/09/30 IDXX IDEXX LABS INC 0.66% 3.605 M $ 5643 2020/12/31 576.433 K $ 19.12 %
2025/09/30 VIG VANGUARD SPECIALIZED FUNDS 0.62% 3.416 M $ 15832 2020/12/31 176.051 K $ 5.43 %
2025/09/30 MPLX MPLX LP 0.62% 3.379 M $ 67641 2020/12/31 -107.079 K $ -3.03 %
2025/09/30 JPM JPMORGAN CHASE &CO. 0.62% 3.370 M $ 10683 2020/12/31 226.974 K $ 8.80 %
2025/09/30 FBTC FIDELITY WISE ORIGIN BITCOIN 0.60% 3.296 M $ 33025 2024/03/31 186.589 K $ 6.19 %
2025/09/30 JNJ JOHNSON &JOHNSON 0.51% 2.803 M $ 15119 2020/12/31 424.840 K $ 21.39 %
2025/09/30 HOOD ROBINHOOD MKTS INC 0.50% 2.719 M $ 18988 2025/03/31 321.926 K $ 52.92 %
2025/09/30 LLY ELI LILLY &CO 0.46% 2.494 M $ 3268 2020/12/31 -43.540 K $ -2.12 %
2025/09/30 V VISA INC 0.43% 2.369 M $ 6941 2020/12/31 -87.228 K $ -3.85 %
2025/09/30 BRK-A BERKSHIRE HATHAWAY INC DEL 0.41% 2.263 M $ 3 2023/06/30 76.200 K $ 3.49 %
2025/09/30 ABBV ABBVIE INC 0.41% 2.243 M $ 9688 2020/12/31 381.595 K $ 24.74 %
2025/09/30 NFLX NETFLIX INC 0.41% 2.241 M $ 1869 2020/12/31 -249.573 K $ -10.47 %
2025/09/30 ORCL ORACLE CORP 0.36% 1.994 M $ 7090 2023/09/30 389.246 K $ 28.64 %
2025/09/30 VYMI VANGUARD WHITEHALL FDS 0.36% 1.982 M $ 23400 2022/09/30 88.658 K $ 5.70 %
2025/09/30 ORLY OREILLY AUTOMOTIVE INC 0.36% 1.974 M $ 18308 2023/12/31 61.367 K $ 19.62 %
2025/09/30 SPSK TIDAL TRUST I 0.34% 1.859 M $ 100570 2023/06/30 26.148 K $ 1.43 %
2025/09/30 HD HOME DEPOT INC 0.33% 1.790 M $ 4418 2020/12/31 149.843 K $ 10.51 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.32% 1.726 M $ 11235 2020/12/31 -59.342 K $ -3.56 %
2025/09/30 MA MASTERCARD INCORPORATED 0.31% 1.697 M $ 2983 2023/09/30 19.840 K $ 1.22 %
2025/09/30 IWM ISHARES TR 0.30% 1.654 M $ 6836 2020/12/31 178.898 K $ 12.13 %
2025/09/30 CSCO CISCO SYS INC 0.30% 1.653 M $ 24161 2020/12/31 -18.053 K $ -1.38 %
2025/09/30 CVX CHEVRON CORP NEW 0.30% 1.648 M $ 10611 2020/12/31 88.535 K $ 8.45 %
2025/09/30 GPIQ GOLDMAN SACHS ETF TR 0.29% 1.585 M $ 30217 2025/06/30 67.885 K $ 5.32 %
2025/09/30 WPM WHEATON PRECIOUS METALS CORP 0.29% 1.566 M $ 14000 2025/09/30 0.000 $ 0.00 %
2025/09/30 XHB SPDR SERIES TRUST 0.29% 1.562 M $ 14095 2025/09/30 0.000 $ 0.00 %
2025/09/30 BOXX EA SERIES TRUST 0.28% 1.542 M $ 13540 2024/03/31 11.280 K $ 1.05 %
2025/09/30 WMT WALMART INC 0.28% 1.520 M $ 14752 2020/12/31 64.928 K $ 5.40 %
2025/09/30 JAAA JANUS DETROIT STR TR 0.27% 1.498 M $ 29500 2024/09/30 1.135 K $ 0.06 %
2025/09/30 DVN DEVON ENERGY CORP NEW 0.27% 1.461 M $ 41672 2020/12/31 136.519 K $ 10.22 %
2025/09/30 GILD GILEAD SCIENCES INC 0.26% 1.417 M $ 12764 2023/09/30 984.000 $ 0.12 %
2025/09/30 BABA ALIBABA GROUP HLDG LTD 0.26% 1.407 M $ 7875 2025/09/30 0.000 $ 0.00 %
2025/09/30 GBTC GRAYSCALE BITCOIN TRUST ETF 0.26% 1.402 M $ 15614 2024/03/31 77.133 K $ 5.82 %
2025/09/30 GE GE AEROSPACE 0.25% 1.385 M $ 4606 2023/09/30 165.859 K $ 16.87 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 0.25% 1.382 M $ 7577 2024/12/31 325.051 K $ 33.82 %
2025/09/30 CAT CATERPILLAR INC 0.25% 1.350 M $ 2829 2023/09/30 172.632 K $ 22.91 %
2025/09/30 XLF SELECT SECTOR SPDR TR 0.25% 1.348 M $ 25022 2024/06/30 37.533 K $ 2.86 %
2025/09/30 SPHQ INVESCO EXCHANGE TRADED FD T 0.24% 1.340 M $ 18285 2025/06/30 39.254 K $ 2.85 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.24% 1.333 M $ 1440 2020/12/31 -89.005 K $ -6.50 %
2025/09/30 ABT ABBOTT LABS 0.24% 1.294 M $ 9660 2023/09/30 -15.970 K $ -1.52 %
2025/09/30 LNG CHENIERE ENERGY INC 0.23% 1.265 M $ 5385 2020/12/31 -45.586 K $ -3.51 %
2025/09/30 NEA NUVEEN AMT FREE QLTY MUN INC 0.22% 1.217 M $ 106882 2020/12/31 50.995 K $ 4.30 %
2025/09/30 XLV SELECT SECTOR SPDR TR 0.22% 1.204 M $ 8649 2024/06/30 38.618 K $ 3.25 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.22% 1.201 M $ 4256 2023/09/30 -39.058 K $ -4.28 %
2025/09/30 KO COCA COLA CO 0.21% 1.155 M $ 17410 2020/12/31 -71.128 K $ -6.26 %
2025/09/30 WFC WELLS FARGO CO NEW 0.21% 1.146 M $ 13670 2023/09/30 49.668 K $ 4.62 %
2025/09/30 XLC SELECT SECTOR SPDR TR 0.21% 1.128 M $ 9529 2024/06/30 93.765 K $ 9.07 %
2025/09/30 LIN LINDE PLC 0.20% 1.119 M $ 2356 2023/03/31 10.784 K $ 1.24 %
2025/09/30 MRK MERCK &CO INC 0.20% 1.115 M $ 13290 2020/12/31 58.327 K $ 6.03 %
2025/09/30 RTX RTX CORPORATION 0.20% 1.100 M $ 6573 2023/09/30 117.844 K $ 14.59 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.20% 1.091 M $ 3285 2023/09/30 36.376 K $ 4.13 %
2025/09/30 PM PHILIP MORRIS INTL INC 0.20% 1.070 M $ 6599 2023/09/30 -95.384 K $ -10.94 %
2025/09/30 XLY SELECT SECTOR SPDR TR 0.19% 1.030 M $ 4300 2024/06/30 95.932 K $ 10.27 %
2025/09/30 INTU INTUIT 0.19% 1.026 M $ 1502 2023/09/30 -141.581 K $ -13.30 %
2025/09/30 MS MORGAN STANLEY 0.19% 1.015 M $ 6387 2023/09/30 108.925 K $ 12.85 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.18% 980.137 K $ 6058 2023/09/30 119.141 K $ 14.02 %
2025/09/30 BAC BANK AMERICA CORP 0.17% 928.360 K $ 17995 2020/12/31 63.341 K $ 9.02 %
2025/09/30 AGG ISHARES TR 0.17% 918.290 K $ 9160 2021/03/31 8.851 K $ 1.06 %
2025/09/30 TXN TEXAS INSTRS INC 0.17% 902.868 K $ 4914 2023/09/30 -73.222 K $ -11.51 %
2025/09/30 TJX TJX COS INC NEW 0.16% 900.010 K $ 6227 2023/09/30 112.638 K $ 17.05 %
2025/09/30 SHY ISHARES TR 0.16% 895.968 K $ 10800 2025/09/30 0.000 $ 0.00 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 0.16% 891.494 K $ 3192 2023/09/30 68.692 K $ 23.31 %
2025/09/30 MU MICRON TECHNOLOGY INC 0.16% 861.842 K $ 5151 2023/09/30 198.976 K $ 35.75 %
2025/09/30 CRM SALESFORCE INC 0.16% 852.729 K $ 3598 2020/12/31 -96.505 K $ -13.09 %
2025/09/30 C CITIGROUP INC 0.16% 849.094 K $ 8365 2023/12/31 120.655 K $ 19.24 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.15% 843.789 K $ 2444 2020/12/31 55.894 K $ 10.69 %
2025/09/30 UNP UNION PAC CORP 0.15% 831.422 K $ 3517 2023/09/30 18.398 K $ 2.73 %
2025/09/30 T AT&T INC 0.15% 826.591 K $ 29270 2023/09/30 -17.903 K $ -2.42 %