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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
MDTMedtronic Plc Shs
Recent Activity
New Position
0.02%
$54,957
688 shares@ $79.88 avg price
CORCencora Inc Com
Recent Activity
New Position
0.02%
$54,148
241 shares@ $224.69 avg price
ACWVIshares Msci Global Min Vol Factor Etf
Recent Activity
New Position
0.02%
$52,416
480 shares@ $109.2 avg price
VWOVanguard Ftse Emerging Markets Etf
Recent Activity
New Position
0.02%
$52,231
1,186 shares@ $44.04 avg price
SLBSchlumberger Ltd Com Stk
Recent Activity
New Position
0.02%
$50,187
1,309 shares@ $38.34 avg price
BKBank New York Mellon Corp Com
Recent Activity
New Position
0.02%
$48,710
634 shares@ $76.83 avg price
BLKBlackrock Inc Com
Recent Activity
New Position
0.02%
$48,180
47 shares@ $1025.11 avg price
SSentinelone Inc Cl A
Recent Activity
New Position
0.02%
$47,663
2,147 shares@ $22.2 avg price
MGMMgm Resorts International Com
Recent Activity
New Position
0.02%
$46,258
1,335 shares@ $34.66 avg price
OKTAOkta Inc Cl A
Recent Activity
New Position
0.02%
$44,364
563 shares@ $78.8 avg price