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Kari Haanstad

@Modus Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$319.229MTotal holdings326
Assets growth rate4.88%Assets growth rate (2-Q avg)6.28%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Modus Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 326 positions.

Assets under management

The assets under management (AUM) of Modus Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 319.229M in assets, with a quarterly growth rate of 4.88% and a 2-quarter average growth rate of 6.28%. The portfolio is managed by Kari Haanstad, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IYJIshares U.s. Industrials Etf
Recent Activity
Decreased -0.34%
1.86%
$5.91M
44,263 shares@ $133.52 avg price
XOPSpdr S&p Oil & Gas Exploration & Production Etf
Recent Activity
Decreased -2.21%
1.84%
$5.843M
44,142 shares@ $132.38 avg price
XLVHealth Care Select Sector Spdr Fund
Recent Activity
Decreased -1.24%
1.83%
$5.835M
42,411 shares@ $137.58 avg price
VOOVanguard S&p 500 Etf
Recent Activity
Decreased -9.3%
1.46%
$4.63M
8,594 shares@ $538.79 avg price
BRK.BBerkshire Hathaway Inc Del Cl B New
Recent Activity
Decreased -0.75%
1.35%
$4.28M
9,443 shares@ $453.28 avg price
CALFPacer Us Small Cap Cash Cows 100 Etf
Recent Activity
Decreased -4.32%
1.11%
$3.539M
80,412 shares@ $44.01 avg price
MAMastercard Incorporated Cl A
Recent Activity
Decreased -0.85%
1.1%
$3.492M
6,631 shares@ $526.6 avg price
TLHIshares 10-20 Year Treasury Bond Etf
Recent Activity
Decreased -0.52%
1.05%
$3.34M
33,553 shares@ $99.55 avg price
VCSHVanguard Short-term Corporate Bond Etf
Recent Activity
Decreased -4.81%
0.79%
$2.515M
32,245 shares@ $78.02 avg price
VBVanguard Small-cap Etf
Recent Activity
Decreased -0.6%
0.78%
$2.46M
10,237 shares@ $240.3 avg price