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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
TMToyota Motor Corp Ads
Recent Activity
New Position
0.01%
$30,554
157 shares@ $194.62 avg price
WFCWells Fargo Co New Com
Recent Activity
New Position
0.01%
$30,344
432 shares@ $70.25 avg price
ETHEGrayscale Ethereum Trust Etf
Recent Activity
New Position
0.01%
$30,290
1,081 shares@ $28.03 avg price
BTCGrayscale Bitcoin Mini Trust Etf
Recent Activity
New Position
0.01%
$28,807
688 shares@ $41.88 avg price
VBKVanguard Small-cap Growth Etf
Recent Activity
New Position
0.01%
$28,286
101 shares@ $280.06 avg price
IHIIshares U.s. Medical Devices Etf
Recent Activity
New Position
0.01%
$28,008
480 shares@ $58.35 avg price
IYRIshares U.s. Real Estate Etf
Recent Activity
New Position
0.01%
$27,918
300 shares@ $93.06 avg price
KMIKinder Morgan Inc Del Com
Recent Activity
New Position
0.01%
$27,400
1,000 shares@ $27.4 avg price
VGKVanguard Ftse Europe Etf
Recent Activity
New Position
0.01%
$27,292
430 shares@ $63.47 avg price
GNRCGenerac Hldgs Inc Com
Recent Activity
New Position
0.01%
$27,134
175 shares@ $155.06 avg price