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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
EXASExact Sciences Corp Com
Recent Activity
New Position
0.02%
$42,873
763 shares@ $56.2 avg price
CIBRFirst Trust Nasdaq Cybersecurity Etf
Recent Activity
New Position
0.02%
$42,575
671 shares@ $63.46 avg price
IBBIshares Biotechnology Etf
Recent Activity
New Position
0.02%
$41,382
313 shares@ $132.22 avg price
JDJd.com Inc Spon Ads Cl A
Recent Activity
New Position
0.02%
$41,015
1,183 shares@ $34.68 avg price
IBMInternational Business Machs Com
Recent Activity
New Position
0.02%
$39,789
181 shares@ $219.83 avg price
SRDXSurmodics Inc Com
Recent Activity
New Position
0.02%
$39,600
1,000 shares@ $39.6 avg price
RTXRtx Corporation Com
Recent Activity
New Position
0.02%
$39,229
339 shares@ $115.72 avg price
NOCNorthrop Grumman Corp Com
Recent Activity
New Position
0.02%
$38,482
82 shares@ $469.3 avg price
HALHalliburton Co Com
Recent Activity
New Position
0.02%
$37,821
1,391 shares@ $27.19 avg price
PYPLPaypal Hldgs Inc Com
Recent Activity
New Position
0.02%
$37,383
438 shares@ $85.35 avg price