13F HOLDINGS REPORT
DUDLEY CAPITAL MANAGEMENT, LLC
Quarter ended Q4 2024 · Filed February 11, 2025 · Accession 0001172661-25-000670
Total Value
$198.5M
Positions
133
Other Managers
0
Confidential Omitted
No
Holdings (133)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 63,485 | $15.9M | 8.01% |
| 2 | MICROSOFT CORP | MSFT | 33,086 | $13.9M | 7.03% |
| 3 | NVIDIA CORPORATION | NVDA | 100,110 | $13.4M | 6.77% |
| 4 | JOHNSON & JOHNSON | JNJ | 46,540 | $6.7M | 3.39% |
| 5 | CHEVRON CORP NEW | CVX | 43,920 | $6.4M | 3.20% |
| 6 | ALPHABET INC | GOOG | 33,375 | $6.3M | 3.18% |
| 7 | JPMORGAN CHASE & CO. | VYLD | 24,930 | $6.0M | 3.01% |
| 8 | EXXON MOBIL CORP | XOM | 45,909 | $4.9M | 2.49% |
| 9 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 10,363 | $4.7M | 2.37% |
| 10 | BLACKSTONE INC | BX | 24,425 | $4.2M | 2.12% |
| 11 | ABBVIE INC | ABBV | 23,055 | $4.1M | 2.06% |
| 12 | HOME DEPOT INC | HD | 9,945 | $3.9M | 1.95% |
| 13 | AMAZON COM INC | AMZN | 15,888 | $3.5M | 1.76% |
| 14 | TESLA INC | TSLA | 8,445 | $3.4M | 1.72% |
| 15 | MASTERCARD INCORPORATED | MA | 6,100 | $3.2M | 1.62% |
| 16 | ALPHABET INC | GOOG | 16,640 | $3.2M | 1.60% |
| 17 | WALMART INC | WMT | 32,190 | $2.9M | 1.47% |
| 18 | BROADCOM INC | AVGO | 12,070 | $2.8M | 1.41% |
| 19 | CISCO SYS INC | CSCO | 46,450 | $2.7M | 1.39% |
| 20 | VISA INC | V | 8,442 | $2.7M | 1.34% |
| 21 | CROWDSTRIKE HLDGS INC | CRWD | 7,457 | $2.6M | 1.29% |
| 22 | COCA COLA CO | KO | 40,081 | $2.5M | 1.26% |
| 23 | WILLIAMS COS INC | 969457100 | 41,775 | $2.3M | 1.14% |
| 24 | COSTCO WHSL CORP NEW | 22160K105 | 2,425 | $2.2M | 1.12% |
| 25 | NORTHROP GRUMMAN CORP | NOC | 4,722 | $2.2M | 1.12% |
| 26 | INTERNATIONAL BUSINESS MACHS | INTR | 9,809 | $2.2M | 1.09% |
| 27 | ISHARES TR | 464287804 | 18,087 | $2.1M | 1.05% |
| 28 | GENUINE PARTS CO | GPC | 16,414 | $1.9M | 0.97% |
| 29 | MERCK & CO INC | MRK | 19,136 | $1.9M | 0.96% |
| 30 | META PLATFORMS INC | META | 3,211 | $1.9M | 0.95% |
| 31 | ONEOK INC NEW | OKE | 18,344 | $1.8M | 0.93% |
| 32 | COSTCO WHSL CORP NEW | 22160K105 | 2,000 | $1.8M | 0.92% |
| 33 | AMERICAN TOWER CORP NEW | 03027X100 | 9,957 | $1.8M | 0.92% |
| 34 | PHILIP MORRIS INTL INC | 718172109 | 14,509 | $1.7M | 0.88% |
| 35 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 28,122 | $1.6M | 0.80% |
| 36 | QUALCOMM INC | QCOM | 10,108 | $1.6M | 0.78% |
| 37 | KINDER MORGAN INC DEL | EP-PC | 55,152 | $1.5M | 0.76% |
| 38 | PFIZER INC | PFE | 55,531 | $1.5M | 0.74% |
| 39 | SALESFORCE INC | CRM | 4,263 | $1.4M | 0.72% |
| 40 | PEPSICO INC | PEP | 9,372 | $1.4M | 0.72% |
| 41 | NETFLIX INC | NFLX | 1,588 | $1.4M | 0.71% |
| 42 | PIMCO ETF TR | 72201R775 | 15,510 | $1.4M | 0.71% |
| 43 | RTX CORPORATION | RTX | 10,605 | $1.2M | 0.62% |
| 44 | ELI LILLY & CO | LLY | 1,512 | $1.2M | 0.59% |
| 45 | PROCTER AND GAMBLE CO | 742718109 | 6,814 | $1.1M | 0.58% |
| 46 | ATLANTIC UN BANKSHARES CORP | 04911A107 | 30,071 | $1.1M | 0.57% |
| 47 | GE AEROSPACE | 369604301 | 6,751 | $1.1M | 0.57% |
| 48 | ARES MANAGEMENT CORPORATION | ARES-PB | 6,200 | $1.1M | 0.55% |
| 49 | VERIZON COMMUNICATIONS INC | VZ | 27,176 | $1.1M | 0.55% |
| 50 | GENERAL DYNAMICS CORP | GD | 3,789 | $998,364 | 0.50% |
| 51 | ALTRIA GROUP INC | MO | 18,728 | $979,269 | 0.49% |
| 52 | SSGA ACTIVE ETF TR | 78467V848 | 24,260 | $955,601 | 0.48% |
| 53 | BLUE OWL CAPITAL CORPORATION | OWL | 62,820 | $949,838 | 0.48% |
| 54 | VANGUARD INDEX FDS | 922908363 | 1,682 | $906,278 | 0.46% |
| 55 | AUTOMATIC DATA PROCESSING IN | ADP | 2,921 | $855,064 | 0.43% |
| 56 | MEDTRONIC PLC | MDT | 10,627 | $848,864 | 0.43% |
| 57 | PALANTIR TECHNOLOGIES INC | PLTR | 11,000 | $831,930 | 0.42% |
| 58 | UNION PAC CORP | UNP | 3,645 | $831,206 | 0.42% |
| 59 | HONEYWELL INTL INC | 438516106 | 3,655 | $825,628 | 0.42% |
| 60 | STARBUCKS CORP | SBUX | 8,867 | $809,073 | 0.41% |
| 61 | CATERPILLAR INC | CAT | 2,157 | $782,439 | 0.39% |
| 62 | WELLTOWER INC | WELL | 6,075 | $765,632 | 0.39% |
| 63 | ISHARES TR | 46432F842 | 10,603 | $745,179 | 0.38% |
| 64 | ALLSTATE CORP | ALL-PJ | 3,695 | $712,359 | 0.36% |
| 65 | TRUIST FINL CORP | 89832Q109 | 16,328 | $708,309 | 0.36% |
| 66 | ISHARES TR | 464287432 | 7,992 | $697,941 | 0.35% |
| 67 | TARGA RES CORP | TRGP | 3,600 | $642,600 | 0.32% |
| 68 | WP CAREY INC | 92936U109 | 10,800 | $588,384 | 0.30% |
| 69 | THERMO FISHER SCIENTIFIC INC | TMO | 1,084 | $563,680 | 0.28% |
| 70 | INVESCO EXCHANGE TRADED FD T | IVZ | 3,083 | $540,234 | 0.27% |
| 71 | NUVEEN CHURCHILL DIRECT LEND | 67090S108 | 32,187 | $540,098 | 0.27% |
| 72 | EATON CORP PLC | ETN | 1,624 | $538,957 | 0.27% |
| 73 | AT&T INC | T-PC | 23,252 | $529,448 | 0.27% |
| 74 | NEWMONT CORP | NEMCL | 14,003 | $521,199 | 0.26% |
| 75 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 10,012 | $504,317 | 0.25% |
| 76 | COLGATE PALMOLIVE CO | CL | 5,501 | $500,096 | 0.25% |
| 77 | APOLLO GLOBAL MGMT INC | 03769M106 | 3,000 | $495,480 | 0.25% |
| 78 | BLOCK INC | BSQKZ | 5,453 | $463,450 | 0.23% |
| 79 | S&P GLOBAL INC | SPGI | 926 | $461,176 | 0.23% |
| 80 | KKR & CO INC | KKRT | 3,095 | $457,781 | 0.23% |
| 81 | PALANTIR TECHNOLOGIES INC | PLTR | 6,025 | $455,671 | 0.23% |
| 82 | VIRGINIA NATL BANKSHARES COR | 928031103 | 11,650 | $445,030 | 0.22% |
| 83 | NEXTERA ENERGY INC | NEE-PW | 6,118 | $438,599 | 0.22% |
| 84 | PPG INDS INC | 693506107 | 3,400 | $406,130 | 0.20% |
| 85 | NORFOLK SOUTHN CORP | 655844108 | 1,655 | $388,429 | 0.20% |
| 86 | FIDELITY MERRIMACK STR TR | 316188309 | 8,523 | $382,427 | 0.19% |
| 87 | SPDR S&P 500 ETF TR | SPY | 635 | $372,161 | 0.19% |
| 88 | DOW INC | DOW | 9,236 | $370,658 | 0.19% |
| 89 | ORACLE CORP | ORCL-PD | 2,159 | $359,776 | 0.18% |
| 90 | ARISTA NETWORKS INC | ANET | 3,248 | $359,001 | 0.18% |
| 91 | DISNEY WALT CO | 254687106 | 3,145 | $350,196 | 0.18% |
| 92 | CHURCHILL DOWNS INC | CHDN | 2,460 | $328,508 | 0.17% |
| 93 | BOOZ ALLEN HAMILTON HLDG COR | BAH | 2,518 | $324,067 | 0.16% |
| 94 | GE VERNOVA INC | GEV | 984 | $323,667 | 0.16% |
| 95 | MCDONALDS CORP | MCD | 1,108 | $321,198 | 0.16% |
| 96 | CADENCE DESIGN SYSTEM INC | CDNS | 1,061 | $318,788 | 0.16% |
| 97 | BXP INC | BXP | 4,200 | $312,312 | 0.16% |
| 98 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 4,560 | $306,478 | 0.15% |
| 99 | REALTY INCOME CORP | O | 5,654 | $301,980 | 0.15% |
| 100 | TRANSDIGM GROUP INC | TDG | 230 | $291,474 | 0.15% |
| 101 | AMGEN INC | AMGN | 1,085 | $282,681 | 0.14% |
| 102 | UBER TECHNOLOGIES INC | UBER | 4,542 | $273,973 | 0.14% |
| 103 | GRAYSCALE BITCOIN TRUST ETF | GBTC | 3,647 | $269,951 | 0.14% |
| 104 | DELL TECHNOLOGIES INC | DELL | 2,300 | $265,052 | 0.13% |
| 105 | NUVEEN VIRGINIA QLTY MUNCPL | NU | 19,750 | $249,838 | 0.13% |
| 106 | ISHARES TR | 464287168 | 1,900 | $249,451 | 0.13% |
| 107 | UNITED PARCEL SERVICE INC | UPS | 1,955 | $246,526 | 0.12% |
| 108 | PALO ALTO NETWORKS INC | PANW | 1,330 | $242,007 | 0.12% |
| 109 | DOMINION ENERGY INC | D | 4,461 | $240,269 | 0.12% |
| 110 | ISHARES TR | 46429B663 | 2,132 | $239,310 | 0.12% |
| 111 | TEXAS PACIFIC LAND CORPORATI | TPL | 212 | $234,464 | 0.12% |
| 112 | ENERGY TRANSFER L P | ET-PI | 11,887 | $232,866 | 0.12% |
| 113 | AIR PRODS & CHEMS INC | AIIR | 800 | $232,032 | 0.12% |
| 114 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 3,965 | $228,106 | 0.11% |
| 115 | BOOZ ALLEN HAMILTON HLDG COR | BAH | 1,700 | $218,790 | 0.11% |
| 116 | BLUE OWL CAPITAL INC | OWL | 9,350 | $217,481 | 0.11% |
| 117 | MARSH & MCLENNAN COS INC | 571748102 | 1,010 | $214,534 | 0.11% |
| 118 | VANGUARD INTL EQUITY INDEX F | 922042858 | 4,846 | $213,418 | 0.11% |
| 119 | ILLINOIS TOOL WKS INC | 452308109 | 800 | $202,848 | 0.10% |
| 120 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 959 | $189,393 | 0.10% |
| 121 | EATON VANCE LTD DURATION INC | ETN | 18,133 | $177,159 | 0.09% |
| 122 | EATON VANCE TAX-MANAGED DIVE | ETN | 11,809 | $176,548 | 0.09% |
| 123 | KIMBELL RTY PARTNERS LP | 49435R102 | 10,000 | $162,300 | 0.08% |
| 124 | LIGHTBRIDGE CORP | LTBR | 34,166 | $161,605 | 0.08% |
| 125 | ARBOR REALTY TRUST INC | ABR-PF | 10,500 | $145,425 | 0.07% |
| 126 | WESTERN ASSET HIGH INCOME OP | HIO | 31,100 | $122,223 | 0.06% |
| 127 | AGNC INVT CORP | 00123Q104 | 13,200 | $121,572 | 0.06% |
| 128 | PROSPECT CAP CORP | PSEC-PA | 27,900 | $120,249 | 0.06% |
| 129 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 600 | $118,494 | 0.06% |
| 130 | DELL TECHNOLOGIES INC | DELL | 560 | $64,534 | 0.03% |
| 131 | QUANTUM SI INC | QSIAW | 11,000 | $29,700 | 0.01% |
| 132 | TILRAY BRANDS INC | TLRY | 21,725 | $28,894 | 0.01% |
| 133 | NVIDIA CORPORATION | NVDA | 200 | $26,858 | 0.01% |