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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
VCITVanguard Intermediate-term Corporate Bond Etf
Recent Activity
Increased 13.76%
0.63%
$1.981M
24,674 shares@ $80.28 avg price
CRWDCrowdstrike Hldgs Inc Cl A
Recent Activity
Increased 14.8%
0.62%
$1.973M
5,766 shares@ $342.17 avg price
VFCV F Corp Com
Recent Activity
Decreased -6.54%
0.59%
$1.852M
86,295 shares@ $21.46 avg price
SCHBSchwab U.s. Broad Market Etf
Recent Activity
Increased 205.52%
0.57%
$1.802M
79,373 shares@ $22.71 avg price
GLDSpdr Gold Shares
Recent Activity
Decreased -1.15%
0.57%
$1.796M
7,416 shares@ $242.13 avg price
PLTRPalantir Technologies Inc Cl A
Recent Activity
Increased 0.15%
0.54%
$1.713M
22,651 shares@ $75.63 avg price
COSTCostco Whsl Corp New Com
Recent Activity
Increased 7.96%
0.52%
$1.629M
1,777 shares@ $916.51 avg price
JEPIJpmorgan Equity Premium Income Etf
Recent Activity
Increased 11.27%
0.51%
$1.599M
27,802 shares@ $57.53 avg price
SCHDSchwab Us Dividend Equity Etf
Recent Activity
Increased 199.36%
0.5%
$1.596M
58,402 shares@ $27.33 avg price
SCHGSchwab U.s. Large-cap Growth Etf
Recent Activity
Increased 283.01%
0.46%
$1.459M
52,342 shares@ $27.87 avg price