VitalStone Financial, LLC current holdings: USA Stocks
VitalStone Financial, LLC reported $0.03 billion in share positions in stocks (listed in the US), 279 positions, in its Form 13F for the quarter ended 2024-09-30; the largest are NVDA, GLD, MSFT.
- NVDA: Country of operation United States; Class Stock; Shares 30,382; Value $3,689,605.
- GLD: Country of operation United States; Class ETF; Shares 12,704; Value $3,087,834.
- MSFT: Country of operation United States; Class Stock; Shares 4,435; Value $1,908,271.
- AAPL: Country of operation United States; Class Stock; Shares 7,611; Value $1,773,399.
Form 13F-HR as filed (SEC CIK 1963478): quarter ended 2024-09-30, filed 2024-10-11. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2024-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| NVDA NVIDIA CORPORATION COM | United States | Stock | 30,382 | $3,689,605 | 10.58% | 2024-09-30 | 2024-10-11 | +87.10% |
| GLD SPDR GOLD SHARES | United States | ETF | 12,704 | $3,087,834 | 8.85% | 2024-09-30 | 2024-10-11 | +57.53% |
| MSFT MICROSOFT CORP COM | United States | Stock | 4,435 | $1,908,271 | 5.47% | 2024-09-30 | 2024-10-11 | +18.28% |
| AAPL APPLE INC COM | United States | Stock | 7,611 | $1,773,399 | 5.08% | 2024-09-30 | 2024-10-11 | |
| CLSK CLEANSPARK INC COM NEW | United States | Stock | 142,554 | $1,331,454 | 3.82% | 2024-09-30 | 2024-10-11 | +42.51% |
| IREN IRIS ENERGY LTD ORDINARY SHARES | Stock | 154,681 | $1,305,508 | 3.74% | 2024-09-30 | 2024-10-11 | +390.28% | |
| DIS DISNEY WALT CO COM | United States | Stock | 11,714 | $1,126,766 | 3.23% | 2024-09-30 | 2024-10-11 | +9.59% |
| MARA MARA HOLDINGS INC COM | United States | Stock | 64,276 | $1,042,557 | 2.99% | 2024-09-30 | 2024-10-11 | -26.08% |
| AMZN AMAZON COM INC COM | United States | Stock | 5,483 | $1,021,647 | 2.93% | 2024-09-30 | 2024-10-11 | +32.38% |
| GOOG ALPHABET INC CAP STK CL C | United States | Stock | 5,535 | $925,314 | 2.65% | 2024-09-30 | 2024-10-11 | +101.76% |
| TSLA TESLA INC COM | United States | Stock | 3,095 | $809,745 | 2.32% | 2024-09-30 | 2024-10-11 | +34.86% |
| AMD ADVANCED MICRO DEVICES INC COM | United States | Stock | 4,899 | $803,828 | 2.30% | 2024-09-30 | 2024-10-11 | +270.29% |
| CIFR CIPHER MINING INC COM | United States | Stock | 196,584 | $760,780 | 2.18% | 2024-09-30 | 2024-10-11 | +326.61% |
| PCT PURECYCLE TECHNOLOGIES INC COM | United States | Stock | 77,027 | $731,757 | 2.10% | 2024-09-30 | 2024-10-11 | -53.37% |
| ENPH ENPHASE ENERGY INC COM | United States | Stock | 6,334 | $715,869 | 2.05% | 2024-09-30 | 2024-10-11 | -71.84% |
| LLY ELI LILLY & CO COM | United States | Stock | 782 | $692,869 | 1.99% | 2024-09-30 | 2024-10-11 | +33.71% |
| ADBE ADOBE INC COM | United States | Stock | 1,261 | $652,921 | 1.87% | 2024-09-30 | 2024-10-11 | -54.97% |
| MSTR MICROSTRATEGY INC CL A NEW | United States | Stock | 3,170 | $534,462 | 1.53% | 2024-09-30 | 2024-10-11 | -8.26% |
| UNH UNITEDHEALTH GROUP INC COM | United States | Stock | 908 | $530,889 | 1.52% | 2024-09-30 | 2024-10-11 | -35.87% |
| UBER UBER TECHNOLOGIES INC COM | United States | Stock | 6,962 | $523,264 | 1.50% | 2024-09-30 | 2024-10-11 | -7.72% |
| SOFI SOFI TECHNOLOGIES INC COM | United States | Stock | 61,536 | $483,673 | 1.39% | 2024-09-30 | 2024-10-11 | +102.42% |
| SNPS SYNOPSYS INC COM | United States | Stock | 936 | $473,981 | 1.36% | 2024-09-30 | 2024-10-11 | -18.03% |
| GLNG GOLAR LNG LTD SHS | Stock | 12,479 | $458,728 | 1.32% | 2024-09-30 | 2024-10-11 | +31.20% | |
| MA MASTERCARD INCORPORATED CL A | United States | Stock | 860 | $424,668 | 1.22% | 2024-09-30 | 2024-10-11 | +14.13% |
| XOMXXXX EXXON MOBIL CORP COM | Stock | 3,564 | $417,807 | 1.20% | 2024-09-30 | 2024-10-11 | ||
| BRKB BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 899 | $413,774 | 1.19% | 2024-09-30 | 2024-10-11 | ||
| AVGO BROADCOM INC COM | United States | Stock | 2,140 | $369,150 | 1.06% | 2024-09-30 | 2024-10-11 | +105.86% |
| CBRE CBRE GROUP INC CL A | United States | Stock | 2,940 | $365,971 | 1.05% | 2024-09-30 | 2024-10-11 | +5.11% |
| TXG 10X GENOMICS INC CL A COM | United States | Stock | 15,582 | $351,842 | 1.01% | 2024-09-30 | 2024-10-11 | +298.76% |
| CRWD CROWDSTRIKE HLDGS INC CL A | United States | Stock | 1,205 | $337,966 | 0.97% | 2024-09-30 | 2024-10-11 | +274.70% |
| SRPT SAREPTA THERAPEUTICS INC COM | United States | Stock | 2,622 | $327,462 | 0.94% | 2024-09-30 | 2024-10-11 | — split 2025-06-16, ratio not on file |
| NDAQ NASDAQ INC COM | United States | Stock | 4,403 | $321,463 | 0.92% | 2024-09-30 | 2024-10-11 | +25.80% |
| CHTR CHARTER COMMUNICATIONS INC NEW CL A | United States | Stock | 866 | $280,653 | 0.80% | 2024-09-30 | 2024-10-11 | -65.85% |
| NFLX NETFLIX INC COM | United States | Stock | 379 | $268,813 | 0.77% | 2024-09-30 | 2024-10-11 | -0.89% |
| FSK FS KKR CAP CORP COM | United States | CEF | 13,276 | $261,935 | 0.75% | 2024-09-30 | 2024-10-11 | -43.69% |
| NOC NORTHROP GRUMMAN CORP COM | United States | Stock | 446 | $235,519 | 0.68% | 2024-09-30 | 2024-10-11 | -4.44% |
| NRG NRG ENERGY INC COM NEW | United States | Stock | 2,494 | $227,203 | 0.65% | 2024-09-30 | 2024-10-11 | +6.66% |
| CVX CHEVRON CORP NEW COM | United States | Stock | 1,441 | $212,196 | 0.61% | 2024-09-30 | 2024-10-11 | +38.78% |
| MAA MID-AMER APT CMNTYS INC COM | United States | REIT | 1,141 | $181,305 | 0.52% | 2024-09-30 | 2024-10-11 | -25.47% |
| HWM HOWMET AEROSPACE INC COM | United States | Stock | 1,672 | $167,618 | 0.48% | 2024-09-30 | 2024-10-11 | +130.36% |
| ADSK AUTODESK INC COM | United States | Stock | 592 | $163,084 | 0.47% | 2024-09-30 | 2024-10-11 | -26.25% |
| CHD CHURCH & DWIGHT CO INC COM | United States | Stock | 1,450 | $151,844 | 0.44% | 2024-09-30 | 2024-10-11 | -9.33% |
| CMA COMERICA INC COM | United States | Stock | 2,254 | $135,037 | 0.39% | 2024-09-30 | 2024-10-11 | |
| FICO FAIR ISAAC CORP COM | United States | Stock | 69 | $134,103 | 0.38% | 2024-09-30 | 2024-10-11 | -68.21% |
| PCH POTLATCHDELTIC CORPORATION COM | United States | REIT | 2,909 | $131,050 | 0.38% | 2024-09-30 | 2024-10-11 | |
| IVT INVENTRUST PPTYS CORP COM NEW | United States | REIT | 4,509 | $127,920 | 0.37% | 2024-09-30 | 2024-10-11 | +7.61% |
| AJG GALLAGHER ARTHUR J & CO COM | United States | Stock | 446 | $125,494 | 0.36% | 2024-09-30 | 2024-10-11 | -19.06% |
| WMT WALMART INC COM | United States | Stock | 1,440 | $116,317 | 0.33% | 2024-09-30 | 2024-10-11 | +32.26% |
| CMC COMMERCIAL METALS CO COM | United States | Stock | 1,910 | $104,974 | 0.30% | 2024-09-30 | 2024-10-11 | +12.90% |
| TJX TJX COS INC NEW COM | United States | Stock | 858 | $100,849 | 0.29% | 2024-09-30 | 2024-10-11 | +13.83% |
| DVN DEVON ENERGY CORP NEW COM | United States | Stock | 2,452 | $95,941 | 0.28% | 2024-09-30 | 2024-10-11 | +19.12% |
| IBM INTERNATIONAL BUSINESS MACHS COM | United States | Stock | 433 | $95,786 | 0.27% | 2024-09-30 | 2024-10-11 | -0.49% |
| MCD MCDONALDS CORP COM | United States | Stock | 311 | $94,753 | 0.27% | 2024-09-30 | 2024-10-11 | -23.16% |
| CSCO CISCO SYS INC COM | United States | Stock | 1,620 | $86,193 | 0.25% | 2024-09-30 | 2024-10-11 | +100.94% |
| HD HOME DEPOT INC COM | United States | Stock | 204 | $82,530 | 0.24% | 2024-09-30 | 2024-10-11 | -28.91% |
| MASI MASIMO CORP COM | United States | Stock | 597 | $79,598 | 0.23% | 2024-09-30 | 2024-10-11 | |
| PLTR PALANTIR TECHNOLOGIES INC CL A | United States | Stock | 2,137 | $79,496 | 0.23% | 2024-09-30 | 2024-10-11 | +402.61% |
| BLK BLACKROCK INC COM | United States | Stock | 81 | $76,872 | 0.22% | 2024-09-30 | 2024-10-11 | +12.47% |
| CAT CATERPILLAR INC COM | United States | Stock | 183 | $71,682 | 0.21% | 2024-09-30 | 2024-10-11 | +111.35% |
| COST COSTCO WHSL CORP NEW COM | United States | Stock | 80 | $70,922 | 0.20% | 2024-09-30 | 2024-10-11 | +4.29% |
| PG PROCTER AND GAMBLE CO COM | United States | Stock | 394 | $68,190 | 0.20% | 2024-09-30 | 2024-10-11 | -14.36% |
| MRK MERCK & CO INC COM | United States | Stock | 528 | $60,003 | 0.17% | 2024-09-30 | 2024-10-11 | +31.45% |
| KRG KITE RLTY GROUP TR COM NEW | United States | REIT | 2,226 | $59,123 | 0.17% | 2024-09-30 | 2024-10-11 | -7.00% |
| SHW SHERWIN WILLIAMS CO COM | United States | Stock | 145 | $55,342 | 0.16% | 2024-09-30 | 2024-10-11 | -13.42% |
| JPM JPMORGAN CHASE & CO. COM | United States | Stock | 256 | $53,949 | 0.15% | 2024-09-30 | 2024-10-11 | +58.86% |
| PM PHILIP MORRIS INTL INC COM | United States | Stock | 430 | $52,244 | 0.15% | 2024-09-30 | 2024-10-11 | +59.72% |
| JNJ JOHNSON & JOHNSON COM | United States | Stock | 302 | $48,898 | 0.14% | 2024-09-30 | 2024-10-11 | +65.11% |
| META META PLATFORMS INC CL A | United States | Stock | 84 | $48,091 | 0.14% | 2024-09-30 | 2024-10-11 | +29.06% |
| GOOGL ALPHABET INC CAP STK CL A | United States | Stock | 284 | $47,181 | 0.14% | 2024-09-30 | 2024-10-11 | +105.56% |
| ABBV ABBVIE INC COM | United States | Stock | 236 | $46,621 | 0.13% | 2024-09-30 | 2024-10-11 | +33.32% |
| PRU PRUDENTIAL FINL INC COM | United States | Stock | 382 | $46,204 | 0.13% | 2024-09-30 | 2024-10-11 | -4.99% |
| PEP PEPSICO INC COM | United States | Stock | 261 | $44,389 | 0.13% | 2024-09-30 | 2024-10-11 | -24.32% |
| COP CONOCOPHILLIPS COM | United States | Stock | 416 | $43,825 | 0.13% | 2024-09-30 | 2024-10-11 | +19.15% |
| SO SOUTHERN CO COM | United States | Stock | 474 | $42,745 | 0.12% | 2024-09-30 | 2024-10-11 | -7.46% |
| CCJ CAMECO CORP COM | Stock | 864 | $41,265 | 0.12% | 2024-09-30 | 2024-10-11 | +81.91% | |
| KMI KINDER MORGAN INC DEL COM | United States | Stock | 1,769 | $39,078 | 0.11% | 2024-09-30 | 2024-10-11 | +37.85% |
| NKE NIKE INC CL B | United States | Stock | 435 | $38,454 | 0.11% | 2024-09-30 | 2024-10-11 | -59.46% |
| MRVL MARVELL TECHNOLOGY INC COM | United States | Stock | 509 | $36,709 | 0.11% | 2024-09-30 | 2024-10-11 | +265.04% |
| KO COCA COLA CO COM | United States | Stock | 509 | $36,568 | 0.10% | 2024-09-30 | 2024-10-11 | +20.85% |
| FNGS MICROSECTORS FANG ETN | ETF | 662 | $32,709 | 0.09% | 2024-09-30 | 2024-10-11 | +66.55% | |
| MDLZ MONDELEZ INTL INC CL A | United States | Stock | 436 | $32,086 | 0.09% | 2024-09-30 | 2024-10-11 | -19.48% |
| GD GENERAL DYNAMICS CORP COM | United States | Stock | 105 | $31,720 | 0.09% | 2024-09-30 | 2024-10-11 | +9.97% |
| LMT LOCKHEED MARTIN CORP COM | United States | Stock | 50 | $29,193 | 0.08% | 2024-09-30 | 2024-10-11 | -12.38% |
| PEG PUBLIC SVC ENTERPRISE GRP INC COM | United States | Stock | 314 | $28,048 | 0.08% | 2024-09-30 | 2024-10-11 | -24.13% |
| XHR XENIA HOTELS & RESORTS INC COM | United States | REIT | 1,846 | $27,265 | 0.08% | 2024-09-30 | 2024-10-11 | +24.10% |
| RTX RTX CORPORATION COM | United States | Stock | 213 | $25,807 | 0.07% | 2024-09-30 | 2024-10-11 | +54.29% |
| MCK MCKESSON CORP COM | United States | Stock | 51 | $25,215 | 0.07% | 2024-09-30 | 2024-10-11 | +74.92% |
| BA BOEING CO COM | United States | Stock | 161 | $24,478 | 0.07% | 2024-09-30 | 2024-10-11 | +23.44% |
| GILD GILEAD SCIENCES INC COM | United States | Stock | 291 | $24,376 | 0.07% | 2024-09-30 | 2024-10-11 | +80.44% |
| RCL ROYAL CARIBBEAN GROUP COM | United States | Stock | 130 | $23,057 | 0.07% | 2024-09-30 | 2024-10-11 | +46.97% |
| T AT&T INC COM | United States | Stock | 1,020 | $22,440 | 0.06% | 2024-09-30 | 2024-10-11 | +11.27% |
| MO ALTRIA GROUP INC COM | United States | Stock | 392 | $20,029 | 0.06% | 2024-09-30 | 2024-10-11 | +34.64% |
| FE FIRSTENERGY CORP COM | United States | Stock | 450 | $19,955 | 0.06% | 2024-09-30 | 2024-10-11 | -1.60% |
| EMR EMERSON ELEC CO COM | United States | Stock | 170 | $18,593 | 0.05% | 2024-09-30 | 2024-10-11 | +43.77% |
| ABT ABBOTT LABS COM | United States | Stock | 162 | $18,429 | 0.05% | 2024-09-30 | 2024-10-11 | -11.46% |
| AMAT APPLIED MATLS INC COM | United States | Stock | 91 | $18,387 | 0.05% | 2024-09-30 | 2024-10-11 | +153.41% |
| SLV ISHARES SILVER TRUST | United States | ETF | 629 | $17,870 | 0.05% | 2024-09-30 | 2024-10-11 | +95.28% |
| WPC WP CAREY INC COM | United States | REIT | 267 | $16,639 | 0.05% | 2024-09-30 | 2024-10-11 | +5.91% |
| OXY OCCIDENTAL PETE CORP COM | United States | Stock | 318 | $16,364 | 0.05% | 2024-09-30 | 2024-10-11 | +6.60% |
| MTZ MASTEC INC COM | United States | Stock | 131 | $16,126 | 0.05% | 2024-09-30 | 2024-10-11 | +70.78% |
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