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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
SHOPShopify Inc Cl A
Recent Activity
New Position
0.02%
$63,798
600 shares@ $106.33 avg price
PENNPenn Entertainment Inc Com
Recent Activity
New Position
0.02%
$62,552
3,156 shares@ $19.83 avg price
MSMorgan Stanley Com New
Recent Activity
New Position
0.02%
$60,548
482 shares@ $125.62 avg price
LRCXLam Research Corp Com New
Recent Activity
New Position
0.02%
$59,084
818 shares@ $72.23 avg price
FDNFirst Trust Dow Jones Internet Index Fund
Recent Activity
New Position
0.02%
$58,847
242 shares@ $243.17 avg price
ACNAccenture Plc Ireland Shs Class A
Recent Activity
New Position
0.02%
$58,749
167 shares@ $351.8 avg price
DFACDimensional U.s. Core Equity 2 Etf
Recent Activity
New Position
0.02%
$57,870
1,673 shares@ $34.6 avg price
DHRDanaher Corporation Com
Recent Activity
New Position
0.02%
$56,469
246 shares@ $229.55 avg price
GISGeneral Mls Inc Com
Recent Activity
New Position
0.02%
$55,480
870 shares@ $63.78 avg price
VZVerizon Communications Inc Com
Recent Activity
New Position
0.02%
$54,986
1,375 shares@ $39.99 avg price