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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
UBERUber Technologies Inc Com
Recent Activity
Increased 5.24%
1.21%
$3.851M
63,841 shares@ $60.32 avg price
HDHome Depot Inc Com
Recent Activity
Increased 0.34%
1.13%
$3.596M
9,244 shares@ $388.98 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
SCHWSchwab Charles Corp Com
Recent Activity
Increased 2.2%
1.08%
$3.423M
46,255 shares@ $74.01 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
CVXChevron Corp New Com
Recent Activity
Increased 3.47%
0.87%
$2.758M
19,043 shares@ $144.84 avg price
MCDMcdonalds Corp Com
Recent Activity
Increased 0.39%
0.86%
$2.724M
9,396 shares@ $289.89 avg price
VSTVistra Corp Com
Recent Activity
New Position
0.83%
$2.639M
19,138 shares@ $137.88 avg price
PGProcter And Gamble Co Com
Recent Activity
Increased 0.62%
0.83%
$2.62M
15,630 shares@ $167.65 avg price