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Eudaimonia Partners, LLC

SEC CIK
0001809043
Latest filing
Apr 25, 2024

Holdings in Q1 2023

Holdings as of Mar 31, 2023, filed Apr 25, 2023. Long positions only; changes compare share counts with Q4 2022.

Institution overview
Positions
345
+3 vs. Q4 2022
Portfolio value
$412.6M
+$5.10M (+1.3%) vs. Q4 2022
Filed
Apr 25, 2023
SEC
Holdings of Eudaimonia Partners, LLC in Q1 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard S&P 500 ETF922908363ETF92,372$34.7M8.4%+8,980+10.8%Added–
AAPLApple Inc.Stock121,065$20.0M4.8%−4,650−3.7%ReducedHistory
GLDMWorld Gold TrustSPDR GLD MINIS334,981$13.1M3.2%−17,036−4.8%ReducedHistory
MSFTMicrosoft CorpStock44,873$12.9M3.1%+270+0.6%AddedHistory
Vanguard Information Technology ETF92204A702ETF32,237$12.4M3.0%+16,743+108.1%Added–
NVDANVIDIA CorpStock22,160$6.16M1.5%+631+2.9%AddedHistory
AMZNAmazon Com IncStock56,849$5.87M1.4%+680+1.2%AddedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF67,206$5.57M1.3%−16,686−19.9%Reduced–
iShares Tr4642874407-10 YR TRSY BD53,209$5.27M1.3%+53,209New–
Vanguard Morningstar Small-Cap Value ETF922908611ETF31,142$4.94M1.2%+1,141+3.8%Added–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM89,744$4.90M1.2%+9,199+11.4%Added–
Vanguard Ftse Developed Markets ETF921943858ETF106,560$4.81M1.2%+18,652+21.2%Added–
KOCoca Cola CoStock76,486$4.74M1.1%−11,531−13.1%ReducedHistory
PGProcter & Gamble CoStock31,358$4.66M1.1%−259−0.8%ReducedHistory
GOOGLAlphabet Inc.Stock43,517$4.51M1.1%+10,170+30.5%AddedHistory
Invesco QQQ Trust Series I46090E103ETF13,863$4.45M1.1%−2,356−14.5%Reduced–
JPMJPMorgan Chase & CoStock34,061$4.44M1.1%+6,183+22.2%AddedHistory
XOMExxonMobil Holdings CorpCOM40,054$4.39M1.1%−6,762−14.4%ReducedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF80,238$3.91M0.9%−1,937−2.4%Reduced–
COSTCostco Wholesale CorpStock7,670$3.81M0.9%+1,632+27.0%AddedHistory
CVXChevron CorpStock22,345$3.65M0.9%−8,832−28.3%ReducedHistory
UPSUnited Parcel Service IncStock17,910$3.47M0.8%−448−2.4%ReducedHistory
State Street Real Estate Select Sector SPDR ETF81369Y860ETF90,229$3.37M0.8%+3,853+4.5%Added–
State Street Utilities Select Sector SPDR ETF81369Y886ETF49,021$3.32M0.8%+1,306+2.7%Added–
Vanguard Morningstar Value ETF922908744ETF23,685$3.27M0.8%+1,004+4.4%Added–
Schwab U.S. Large-Cap Growth ETF808524300ETF48,502$3.16M0.8%+1,170+2.5%Added–
LOWLowes Companies IncStock15,627$3.12M0.8%−149−0.9%ReducedHistory
ADBEAdobe Inc.Stock7,727$2.98M0.7%+355+4.8%AddedHistory
MTZMastec IncCOM30,594$2.89M0.7%+300+1.0%AddedHistory
NEENextera Energy IncStock36,676$2.83M0.7%−1,702−4.4%ReducedHistory
GLDSPDR Gold TrustETF14,634$2.68M0.6%+12,681+649.3%AddedHistory
State Street Financial Select Sector SPDR ETF81369Y605ETF82,116$2.64M0.6%+11,202+15.8%Added–
iShares Tr464287234MSCI EMG MKT ETF64,769$2.56M0.6%+64,769New–
TGTTarget CorpStock15,406$2.55M0.6%+122+0.8%AddedHistory
UNHUnitedHealth Group IncStock5,250$2.48M0.6%−2,664−33.7%ReducedHistory
RFRegions Financial CorpCOM130,890$2.43M0.6%+85,927+191.1%AddedHistory
Victory Portfolios II92647N865VCSHS US LRG CAP40,807$2.35M0.6%+28,577+233.7%Added–
First Tr Exchange-Traded FD33734H106SHS56,984$2.29M0.6%−14,377−20.1%Reduced–
Fidelity Merrimack STR Tr316188309TOTAL BD ETF49,729$2.29M0.6%+49,729New–
iShares Core U.S. Aggregate Bond ETF464287226ETF22,932$2.28M0.6%−1,431−5.9%Reduced–
CRWDCrowdStrike Holdings, Inc.Stock16,059$2.20M0.5%+9,142+132.2%AddedHistory
iShares Tr46434V878ULTRA SHORT DUR41,723$2.10M0.5%+28,871+224.6%Added–
JPMorgan Ultra-Short Income ETF46641Q837ETF40,760$2.05M0.5%−15,432−27.5%Reduced–
CVSCVS Health CorpStock26,957$2.00M0.5%−2,266−7.8%ReducedHistory
QCOMQualcomm IncStock14,969$1.91M0.5%−2,221−12.9%ReducedHistory
LNGCheniere Energy, Inc.COM NEW11,795$1.86M0.5%00.0%UnchangedHistory
iShares MSCI USA Min Vol Factor ETF46429B697ETF25,508$1.86M0.4%−1,978−7.2%Reduced–
IBMInternational Business Machines CorpStock13,967$1.83M0.4%−1,106−7.3%ReducedHistory
J P Morgan Exchange Traded F46641Q159INCOME ETF39,089$1.79M0.4%+39,089New–
Global X FDS37954Y459RUSSELL 200099,011$1.78M0.4%+5,647+6.0%Added–
iShares Tr464288307MRGSTR MD CP GRW30,671$1.77M0.4%+2,028+7.1%Added–
iShares Tr464287754US INDUSTRIALS16,876$1.69M0.4%+1,548+10.1%Added–
ProShares Tr74348A467S&P 500 DV ARIST18,518$1.69M0.4%−733−3.8%Reduced–
Invesco Exch Traded FD Tr II46138E362S&P500 HDL VOL39,935$1.69M0.4%−2,075−4.9%Reduced–
VVisa Inc.Stock7,380$1.66M0.4%−306−4.0%ReducedHistory
DISWalt Disney CoStock16,350$1.64M0.4%+1,713+11.7%AddedHistory
VZVerizon Communications IncStock42,080$1.64M0.4%+604+1.5%AddedHistory
Fidelity Covington Trust316092873MSCI COMMNTN SVC44,030$1.61M0.4%+33,528+319.3%Added–
Victory Portfolios II92647N766VCSHS US 500 VOL22,862$1.57M0.4%+11,426+99.9%Added–
ARK Innovation ETF00214Q104ETF38,666$1.56M0.4%+100.0%Added–
JNJJohnson & JohnsonStock9,981$1.55M0.4%−1,624−14.0%ReducedHistory
Abrdn ETFs003261104BBRG ALL COMD K173,736$1.53M0.4%+9,856+15.4%Added–
MRKMerck & Co., Inc.Stock14,210$1.51M0.4%−598−4.0%ReducedHistory
iShares Core Dividend Growth ETF46434V621ETF29,882$1.49M0.4%−629−2.1%Reduced–
ATVIActivision Blizzard, Inc.COM17,412$1.49M0.4%−761−4.2%ReducedHistory
AMTAmerican Tower CorpREIT7,254$1.48M0.4%+664+10.1%AddedHistory
PEPPepsiCo IncStock8,118$1.48M0.4%−4,708−36.7%ReducedHistory
PGRProgressive CorpStock10,262$1.47M0.4%+10,262NewHistory
SPYSPDR S&P 500 ETF TrustETF3,557$1.46M0.4%−170−4.6%ReducedHistory
Pacer FDS Tr69374H840WEALTHSHIELD53,596$1.45M0.4%+455+0.9%Added–
AVGOBroadcom Inc.Stock2,231$1.43M0.3%+43+2.0%AddedHistory
First Tr Exchange Traded FD33734X143HLTH CARE ALPH13,203$1.42M0.3%+109+0.8%Added–
MPCMarathon Petroleum CorpStock10,527$1.42M0.3%−8,665−45.1%ReducedHistory
CSCOCisco Systems, Inc.Stock27,062$1.41M0.3%+2,066+8.3%AddedHistory
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF51,760$1.40M0.3%−7,248−12.3%Reduced–
BRK.BBerkshire Hathaway IncStock4,483$1.38M0.3%−93−2.0%ReducedHistory
TAT&T Inc.Stock71,501$1.38M0.3%−1,420−1.9%ReducedHistory
iShares Core S&P 500 ETF464287200ETF3,321$1.37M0.3%−47−1.4%Reduced–
HDHome Depot, Inc.Stock4,550$1.34M0.3%−1,070−19.0%ReducedHistory
TSLATesla, Inc.Stock6,415$1.33M0.3%+1,761+37.8%AddedHistory
GOOGAlphabet Inc.Stock12,762$1.33M0.3%+40+0.3%AddedHistory
Cambria ETF Tr132061201SHSHLD YIELD ETF22,162$1.30M0.3%+750+3.5%Added–
VLOValero Energy CorpStock9,025$1.26M0.3%+4,600+104.0%AddedHistory
COPConocoPhillipsStock12,657$1.26M0.3%−12,578−49.8%ReducedHistory
NKENIKE, Inc.Stock10,223$1.25M0.3%−663−6.1%ReducedHistory
Vanguard Consumer Staples ETF92204A207ETF6,466$1.25M0.3%−5,580−46.3%Reduced–
CATCaterpillar IncStock5,380$1.23M0.3%+199+3.8%AddedHistory
ETNEaton Corp plcStock7,016$1.20M0.3%−74−1.0%ReducedHistory
NOCNorthrop Grumman CorpStock2,598$1.20M0.3%00.0%UnchangedHistory
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF28,046$1.20M0.3%−22,251−44.2%Reduced–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF8,741$1.17M0.3%+1,225+16.3%Added–
HQHabrdn Healthcare InvestorsSH BEN INT66,215$1.17M0.3%+2,690+4.2%AddedHistory
Pacer Trendpilot US Large Cap ETF69374H105ETF30,536$1.16M0.3%−2,988−8.9%Reduced–
DUKDuke Energy CORPStock12,049$1.16M0.3%−695−5.5%ReducedHistory
PFEPfizer IncStock28,146$1.15M0.3%−1,715−5.7%ReducedHistory
VCVisteon CorpCOM NEW7,244$1.14M0.3%+7,244NewHistory
STTState Street CorpCOM14,620$1.11M0.3%00.0%UnchangedHistory
First Tr Exch Traded FD III33739P103LNG/SHT EQUITY20,776$1.06M0.3%+15,141+268.7%Added–
iShares Tr464288885EAFE GRWTH ETF11,207$1.05M0.3%+1,851+19.8%Added–
PIIPolaris Inc.Stock9,384$1.04M0.3%−10.0%ReducedHistory

Options (4)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Eudaimonia Partners, LLC in Q1 2023
SecurityClassPutsCalls
SCHWSchwab Charles CorpStock–$1.15M
SPYSPDR S&P 500 ETF TrustETF$818.8K–
AMDAdvanced Micro Devices IncStock$686.1K–
NVDANVIDIA CorpStock$416.7K–

Sold out since Q4 2022 (40)

Positions held at the end of Q4 2022 that are gone from this filing.

Positions of Eudaimonia Partners, LLC sold out since Q4 2022
SecurityClassShares in Q4 2022Value in Q4 2022% of portfolio in Q4 2022History
Victory Portfolios II92647N824VCSHS US EQ INCM34,462$2.14M0.5%–
KKellanovaStock25,062$1.79M0.4%History
ATOAtmos Energy CorpCOM12,325$1.38M0.3%History
ADPAutomatic Data Processing IncStock5,604$1.34M0.3%History
VRTXVertex Pharmaceuticals IncStock4,336$1.25M0.3%History
ADMArcher-Daniels-Midland CoStock13,321$1.24M0.3%History
FHNFirst Horizon CorpCOM39,415$965.7K0.2%History
Victory Portfolios II92647N782VCSHS US 500 ENH14,555$931.7K0.2%–
CPCanadian Pacific Kansas City LtdCOM11,844$883.5K0.2%History
AEPAmerican Electric Power Co IncStock7,967$756.4K0.2%History
ACHCAcadia Healthcare Company, Inc.COM9,097$748.9K0.2%History
AEEAmeren CorpCOM7,336$652.3K0.2%History
XELXcel Energy IncStock9,117$639.2K0.2%History
iShares Tr46429B7470-5 YR TIPS ETF6,428$623.2K0.2%–
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL8,437$561.8K0.1%–
COKECoca-Cola Consolidated, Inc.COM850$435.5K0.1%History
Townebank Portsmouth Va89214P109COM11,867$366.0K0.1%–
MCKMcKesson CorpStock894$335.4K0.1%History
KEYKeycorpCOM18,203$317.1K0.1%History
PAYXPaychex IncStock2,661$307.5K0.1%History
HRLHormel Foods CorpCOM6,499$296.0K0.1%History
iShares Russell 1000 Value ETF464287598ETF1,878$284.8K0.1%–
Vanguard Utilities ETF92204A876ETF1,820$279.1K0.1%–
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX3,787$266.5K0.1%–
TRVTravelers Companies, Inc.Stock1,345$252.2K0.1%History
CLColgate Palmolive CoStock3,010$237.2K0.1%History
CICigna GroupStock715$236.9K0.1%History
CFRCullen/Frost Bankers, Inc.COM1,760$235.3K0.1%History
CAHCardinal Health IncStock3,000$230.6K0.1%History
NSCNorfolk Southern CorpStock901$222.0K0.1%History
VanEck Morningstar Wide Moat ETF92189F643ETF3,364$218.4K0.1%–
First Tr Exch Traded FD III33739P830SHRT DUR MNG MUN10,855$214.3K0.1%–
Vanguard World FD921910840MEGA CAP VAL ETF2,073$213.2K0.1%–
WECWec Energy Group, Inc.Stock2,190$205.3K0.1%History
AMCRAmcor plcORD17,160$204.4K0.1%History
Kraneshares Tr500767728LRG CAP QTY DIVD7,011$202.2K<0.1%–
ROSTRoss Stores, Inc.COM1,729$200.7K<0.1%History
HQLabrdn Life Sciences InvestorsSH BEN INT13,790$195.9K<0.1%History
WBDWarner Bros. Discovery, Inc.Stock10,126$96.0K<0.1%History
WATTEnergous CorpCOM16,500$13.8K<0.1%History