Kari Haanstad

@Modus Advisors, Llc

Latest period2024 - Q4

Reported16d ago

Managed Assets$319.229M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
DOCUDocusign Inc Com Recent Activity New Position	0.02%	$35,976 400 shares@ $89.94 avg price	New Position
ZSZscaler Inc Com Recent Activity New Position	0.02%	$35,541 197 shares@ $180.42 avg price	New Position
DEODiageo Plc Spon Adr New Recent Activity New Position	0.02%	$35,469 279 shares@ $127.13 avg price	New Position
FFord Mtr Co Com Recent Activity New Position	0.02%	$33,616 3,396 shares@ $9.9 avg price	New Position
SCHZSchwab Us Aggregate Bond Etf Recent Activity New Position	0.02%	$33,242 1,464 shares@ $22.71 avg price	New Position
DALDelta Air Lines Inc Del Com New Recent Activity New Position	0.02%	$32,813 542 shares@ $60.55 avg price	New Position
VVisa Inc Com Cl A Recent Activity New Position	0.01%	$31,920 101 shares@ $316.04 avg price	New Position
IVVIshares Core S&p 500 Etf Recent Activity New Position	0.01%	$31,789 54 shares@ $588.69 avg price	New Position
DEDeere & Co Com Recent Activity New Position	0.01%	$31,778 75 shares@ $423.71 avg price	New Position
AVAVAerovironment Inc Com Recent Activity New Position	0.01%	$30,778 200 shares@ $153.89 avg price	New Position