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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
QQQJInvesco Nasdaq Next Gen 100 Etf
Recent Activity
New Position
0.03%
$86,615
2,805 shares@ $30.88 avg price
NKENike Inc Cl B
Recent Activity
New Position
0.03%
$85,419
1,129 shares@ $75.66 avg price
HCAHca Healthcare Inc Com
Recent Activity
New Position
0.03%
$84,942
283 shares@ $300.15 avg price
BABAAlibaba Group Hldg Ltd Sponsored Ads
Recent Activity
New Position
0.03%
$81,992
967 shares@ $84.8 avg price
AMXAmerica Movil Sab De Cv Spon Ads Rp Cl B
Recent Activity
New Position
0.03%
$80,136
5,600 shares@ $14.31 avg price
SEZLSezzle Inc Com
Recent Activity
New Position
0.03%
$79,810
312 shares@ $255.81 avg price
GOOGLAlphabet Inc Cap Stk Cl A
Recent Activity
New Position
0.03%
$77,424
409 shares@ $189.31 avg price
LMTLockheed Martin Corp Com
Recent Activity
New Position
0.03%
$70,461
145 shares@ $485.94 avg price
IJKIshares S&p Mid-cap 400 Growth Etf
Recent Activity
New Position
0.03%
$69,471
764 shares@ $90.94 avg price
SCCOSouthern Copper Corp Com
Recent Activity
New Position
0.03%
$67,527
741 shares@ $91.13 avg price