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Nemes Rush Group LLC

Q1 2025 Holdings

Filed 2025-05-07 | 706 holdings | $792.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Ishares TR Msci USA QLT FCT(QUAL)MSCI USA QLT FCT46432F339$20.5K1200.0%
JPMorgan Equity Premium Income ETF(JEPI)EQUITY PREMIUM46641Q332$20.5K3590.0%
Block Incorporated Class A(XYZ)CL A852234103$20.8K3830.0%
Ishares TR Iboxx INV CP ETF(LQD)IBOXX INV CP ETF464287242$20.9K1920.0%
Carvana Company Class A(CVNA)CL A146869102$20.9K1000.0%
Gamco NAT RES Gold & Income TR SH BEN INT(GNT)SH BEN INT36465E101$21.0K3,4510.0%
Carrier Global Corporation(CARR)COM14448C104$22.2K3500.0%
Spdr Portfolio S&P 500 Growth ETF(SPYG)PRTFLO S&P500 GW78464A409$23.2K2890.0%
ACM Resh Incorporated COM Class A(ACMR)COM CL A00108J109$23.3K1,0000.0%
Aflac Incorporated(AFL)COM001055102$23.4K2100.0%
Weyerhaeuser Company MTN BE COM New REIT(WY)COM NEW962166104$23.4K8000.0%
Conifer Hldgs Incorporated(PRHI)COM20731J102$23.5K45,9330.0%
Solventum Corporation COM SHS(SOLV)COM SHS83444M101$23.8K3140.0%
WP Carey Incorporated REIT(WPC)COM92936U109$24.1K3810.0%
D R Horton Incorporated(DHI)COM23331A109$24.4K1920.0%
Dimensional ETF Trust U S Target Value ETF(DFAT)US TARGETED VLU25434V609$24.4K4740.0%
Comerica Incorporated(CMA)COM200340107$24.6K4170.0%
Whirlpool Corporation(WHR)COM963320106$24.7K2740.0%
Schwab International Equity ETF(SCHF)INTL EQTY ETF808524805$24.7K1,2490.0%
Stryker Corporation(SYK)COM863667101$24.8K670.0%
Zoetis Incorporated Class A(ZTS)CL A98978V103$25.5K1550.0%
Ishares TR Mrgstr MD CP GRW(IMCG)MRGSTR MD CP GRW464288307$26.0K3640.0%
Emerson Elec Company(EMR)COM291011104$26.1K2380.0%
Centerpoint Energy Incorporated(CNP)COM15189T107$27.0K7440.0%
Corteva Incorporated(CTVA)COM22052L104$27.0K4290.0%
Jabil Incorporated(JBL)COM466313103$27.2K2000.0%
Fifth Third Bancorp(FITB)COM316773100$27.6K7040.0%
KLA Corporation COM New(KLAC)COM NEW482480100$27.9K410.0%
Vanguard Real Estate ETF(VNQ)REAL ESTATE ETF922908553$27.9K3090.0%
Vanguard Ftse Developed Markets ETF(VEA)VAN FTSE DEV MKT921943858$29.1K5720.0%
Ares Capital Corporation(ARCC)COM04010L103$29.3K1,3210.0%
Taiwan Semiconductor MFG Limited Sponsored ADS(TSM)SPONSORED ADS874039100$29.4K1770.0%
Nokia Corporation Sponsored ADR (Finland)(NOK)SPONSORED ADR654902204$29.5K5,6000.0%
Spdr Utilities Select Sector Fund(XLU)SBI INT-UTILS81369Y886$29.8K3780.0%
Oreilly Automotive Incorporated(ORLY)COM67103H107$30.1K210.0%
Check Point Software Tech Limited ORD (Israel)(CHKP)ORDM22465104$30.8K1350.0%
Waste Mgmt Incorporated del(WM)COM94106L109$30.8K1330.0%
Vanguard Tax-Exempt Bond ETF(VTEB)TAX EXEMPT BD922907746$31.2K6290.0%
Schwab U.S. Broad Market ETF(SCHB)US BRD MKT ETF808524102$31.2K1,4510.0%
Nike Incorporated Class B(NKE)CL B654106103$31.3K4930.0%
Spdr Consumer Staples Select Sector Fund(XLP)SBI CONS STPLS81369Y308$31.5K3860.0%
Conocophillips(COP)COM20825C104$31.7K3020.0%
Norfolk Southn Corporation(NSC)COM655844108$32.0K1350.0%
American Homes 4 Rent Class A REIT(AMH)CL A02665T306$32.7K8640.0%
Toast Incorporated Class A(TOST)CL A888787108$33.2K1,0000.0%
Acadia Pharmaceuticals Incorporated(ACAD)COM004225108$33.2K2,0000.0%
Ishares TR S&P 500 VAL ETF(IVE)S&P 500 VAL ETF464287408$33.2K1740.0%
Proshares Russell 2000 Dividend Growers ETF(SMDV)RUSS 2000 DIVD74347B698$33.3K5070.0%
Twilio Incorporated Class A(TWLO)CL A90138F102$33.5K3420.0%
Lemonade Incorporated(LMND)COM52567D107$34.6K1,1000.0%
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