• 13F History

Ground Swell Capital, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$45.9M
Signature - Title
Joey Foxhall - Chief Compliance Officer
Location
Folly Beach, SC
Summary
This page shows a list of all the recent 13F filings made by Ground Swell Capital, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Ground Swell Capital, LLC reported 142 stock holdings with total value $45.9M as of Q4 2024. Top holdings included TLT, IWN, SPY, ADP, and XOP.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 142 $45.9M +$33.3M -$56.3M -$23M TLT, IWN, SPY, ADP, XOP 13F-HR 2/14/2025, 09:39 AM
Q3 2024 145 $70.2M +$46.2M -$82.8M -$36.6M TLT, MSFT, AAPL, SPGI, SBUX 13F-HR 10/29/2024, 12:12 PM
Q2 2024 170 $103M +$59.7M -$50.4M +$9.35M IWM, TLT, SPY, COST, ICLR 13F-HR 8/7/2024, 03:25 PM
Q1 2024 69 $95.4M +$86.2M -$17.5M +$68.7M TLT, SPY, IWM, XBI, EDV 13F-HR 5/13/2024, 05:48 PM
Q4 2023 66 $27.2M +$15.6M -$52.4M -$36.8M TLT, HYG, MSFT, TQQQ, IWO 13F-HR 2/13/2024, 03:10 PM
Q3 2023 124 $61M +$51.2M -$30.3M +$20.9M TLT, NVDA, TLT, TXN, PEP 13F-HR 11/13/2023, 11:17 AM
Q2 2023 56 $41.5M TLT, AAPL, CSGP, QQQ, AGG New Holdings 8/14/2023, 07:23 PM
Q2 2023 104 $41.5M +$30.6M -$48.3M -$17.7M TLT, AAPL, CSGP, QQQ, AGG 13F-HR 8/10/2023, 10:30 AM
Q1 2023 55 $59.6M +$47.9M -$542K +$47.4M IWM, SPY, TLT, TXN, AGG 13F-HR 5/8/2023, 01:04 PM
Q4 2022 77 $22.5M +$14.3M -$5.81M +$8.46M SPY, TLT, FEZ, ATVI, ADI 13F-HR 2/13/2023, 05:19 PM
Q3 2022 94 $35.1M +$21.6M -$9.88M +$11.7M TLT, AAPL, AVGO, HON, META 13F-HR 11/14/2022, 02:59 PM
Q2 2022 138 $54.5M +$52.6M -$38.4K +$52.6M TLT, AMZN, GLD, ATVI, QCOM 13F-HR 8/11/2022, 01:48 PM
Q1 2022 66 $37.3M +$36.4M -$205K +$36.2M AAPL, ATVI, XLU, TSLA, BIDU 13F-HR 5/10/2022, 11:09 AM
Q4 2021 66 $17.2M +$15.7M -$3.83M +$11.9M SRLN, QCOM, CAR, AVGO, QQQM 13F-HR 2/8/2022, 06:13 PM
Q3 2021 66 $23.2M +$20.8M -$15.8M +$4.96M IWO, AAPL, TSLA, AMZN, UAL 13F-HR 11/12/2021, 12:52 PM
Q2 2021 81 $18.4M +$15.5M -$28.1M -$12.6M TLT, AAPL, TSLA, AEP, CSGP 13F-HR 8/12/2021, 02:50 PM
Q1 2021 98 $31M +$26.5M -$19M +$7.54M VIRT, COST, TXN, FUTU, ADSK 13F-HR 4/30/2021, 04:18 PM
Q4 2020 63 $26.1M VIRT, TSLA, VTRS, AAPL, VTI 13F-HR 1/29/2021, 12:38 PM
Q3 2014 2,136 $52.5M +$32.7M -$4.7M +$28M AAPL, XOM, MSFT, EWZ, JNJ Restatement 2/5/2015, 10:00 AM
Q2 2014 1,750 $51.2M IWM, CMCSA, GSAT, FOXA, MDLZ Restatement 2/5/2015, 09:59 AM