Fund HoldingsMAINSTAY CAPITAL MANAGEMENT LLC /ADV

Total Portfolio Value
$729.47M
Total Bought
$664.04M
Total Sold
$592.64M
Net Transaction
+$71.40M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
INVESCO KBW BANK ETF01,256,927+1,256,9270115,60415.85%+115,604
ETC 6 MERIDIAN HEG EQY IN OPN ETF02,400,505+2,400,505094,26812.92%+94,268
AMERICAN CENTURY US QLT GRWT ETF0963,381+963,381090,24012.37%+90,240
ETC 6 MERIDIAN MEGA CAP EQUTY ETF01,862,317+1,862,317086,65411.88%+86,654
SPDR EURO STOXX 50 ETF
ST STR EU 50 ETF
01,203,595+1,203,595065,4888.98%+65,488
SPDR S&P 500 GROWTH ETF
ST STR P500GRW
0562,907+562,907045,2416.20%+45,241
INVESCO S&P 500 QUALITY ETF
S&P500 QUALITY
0667,678+667,678044,2946.07%+44,294
INVESCO NASDAQ 100 ETF
NASDAQ 100 ETF
0193,080+193,080037,2685.11%+37,268
INVESCO S & P MIDCAP MOMENTUM ETF
S&P MDCP MOMNTUM
0274,837+274,837031,2654.29%+31,265
ISHARES RUSSELL 1000 ETF011,596+11,59603,5570.49%+3,557
SIMPLIFY COMMO STRATEGY NO K1 ETF
COMM ST NO K ETF
0100,849+100,84903,1330.43%+3,133
ALPHABET INC CLASS C(GOOG)018,732+18,73202,9270.40%+2,927
ALERIAN MLP ETF
ALERIAN MLP
054,378+54,37802,8240.39%+2,824
ABSOLUTE SELECT VALUE ETF
ABSLUTE SELCT VL
078,265+78,26502,6670.37%+2,667
SPDR GOLD SHARES ETF(GLD)08,655+8,65502,4940.34%+2,494
LAM RESH CORP(LRCX)028,584+28,58402,0780.28%+2,078
VISA INC CLASS A(V)05,874+5,87402,0590.28%+2,059
PALANTIR TECHNOLOGIES INCLASS A(PLTR)022,289+22,28901,8810.26%+1,881
TELEFONICA S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS(TEFOF)0391,043+391,04301,8220.25%+1,822
WISDOMTREE JAPAN HEDGED SMALLCAP ETF(WT)049,510+49,51001,7330.24%+1,733
SMURFIT WESTROCK PLC F(SW)037,137+37,13701,6730.23%+1,673
GRAYSCALE BITCOIN TRUST ETF(GBTC)024,048+24,04801,5670.21%+1,567
CHUBB LTD F
COM
05,080+5,08001,5340.21%+1,534
META PLATFORMS INC CLASS A(META)02,222+2,22201,2810.18%+1,281
CANADIAN NAT RES LTD F(CNQ)039,321+39,32101,2110.17%+1,211
ELI LILLY AND CO(LLY)01,443+1,44301,1920.16%+1,192
CONSTELLATION ENERGY COR(CEG)05,644+5,64401,1380.16%+1,138
INVESCO S&P 500 EQUAL WEIGHT ETF
S&P500 EQL WGT
04,427+4,42707670.11%+767
ISHARES MSCI EAFE ETF08,829+8,82907220.10%+722
WISDOMTREE JAPAN HEDGED EQUITY ETF(WT)05,849+5,84906440.09%+644
ISHARES GOLD ETF(IAU)010,906+10,90606430.09%+643
INVSC VARIABLE RT INVSTMNT ETF
VAR RATE INVT
025,051+25,05106280.09%+628
SPDR S&P 500 ETF(SPY)01,099+1,09906150.08%+615
PHILIP MORRIS INTL INC(PM)15,98715,421-5661,9242,4480.34%+524
VICTORY II VICTORYSHARESSRT ETF
SHORT TRM BD ETF
09,264+9,26404690.06%+469
VANGUARD GROWTH ETF01,176+1,17604360.06%+436
INVESCO QQQ TRUST0919+91904310.06%+431
ISHARES RUSSELL 2000 ETF02,094+2,09404180.06%+418
INVESCO KBW BANK04,378+4,37804050.06%+405
SOUTHERN CO(SO)041,093+41,09303,7780.52%+3,778
SCHWAB US LARGE CAP ETF017,292+17,29203820.05%+382
EXXON MOBIL CORP28,45528,818+3633,0613,4270.47%+366
INVSC TOTAL RETURN BOND ETF
TOTAL RETURN
07,520+7,52003530.05%+353
INVESCO RAFI STRATEGIC US ETF
RAFI STRATGIC US
06,885+6,88503400.05%+340
AMERICAN CENTURY US QUALITY GROWTH03,569+3,56903340.05%+334
ETC 6 MERIDIAN HEDGED EQUITY-INDEX07,918+7,91803110.04%+311
WASTE CONNECTIONS INC F(WCN)01,547+1,54703020.04%+302
ETC 6 MERIDIAN MEGA CAP EQUITY06,352+6,35202960.04%+296
ISHARES TIPS BOND ETF02,620+2,62002910.04%+291
PIMCO ACTIVE BOND ETF
ACTIVE BD ETF
03,062+3,06202830.04%+283
ISHARES SILVER TRUST ETF(SLV)08,978+8,97802780.04%+278
ISHARES MORNINGSTAR GROWTH ETF03,385+3,38502740.04%+274
ISHARES IBOXX HIGH YIELDBOND ETF03,461+3,46102730.04%+273
INVESCO SENIOR LOAN ETF
SR LN ETF
012,713+12,71302630.04%+263
ENTERPRISE PRODS PART LP(EPD)07,645+7,64502610.04%+261
ISHARES GLOBAL 100 ETF02,686+2,68602590.04%+259
VANECK PREFERRED SECURT EX FNCL ETF
PREFERRED SECURT
015,431+15,43102590.04%+259
AMGEN INC(AMGN)04,980+4,98001,5520.21%+1,552
TRANSDIGM GROUP INC(TDG)2,1452,147+22,7182,9700.41%+252
FIRST TRUST SENIOR LOAN ETF
SENIOR LN FD
05,510+5,51002520.03%+252
JPMORGAN INTERNATINAL BND OPPORT ETF
INTL BD OPP ETF
05,185+5,18502480.03%+248
LINDE PLC F(LIN)0529+52902460.03%+246
AMERICAN ELEC PWR CO INC15,58715,384-2031,4381,6810.23%+243
IBM CORP(IBM)9,6989,524-1742,1322,3680.32%+236
SCHWAB US SMALL CAP ETF09,970+9,97002340.03%+234
WASTE MGMT INC DEL(WM)8,1378,087-501,6421,8720.26%+230
DELTA AIR LINES INC DEL(DAL)05,199+5,19902270.03%+227
DUKE ENERGY CORP NEW(DUK)01,858+1,85802270.03%+227
SPDR EURO STOXX 50
ST STR EU 50 ETF
04,107+4,10702230.03%+223
GRAYSCALE ETHEREUM TR ET(ETHE)014,474+14,47402200.03%+220
INVSC S P MIDCAP LOW VOLATILITY ETF03,434+3,43402120.03%+212
T-MOBILE US INC(TMUS)0766+76602040.03%+204
THE CIGNA GROUP(CI)0610+61002010.03%+201
SPROTT PHYSICAL SILVER E(PSLV)015,610+15,61001810.02%+181
INVESCO S&P 500 HIGH QUALITY
S&P500 QUALITY
02,403+2,40301590.02%+159
SPDR S&P 500 GROWTH
ST STR P500GRW
01,976+1,97601590.02%+159
ALTRIA GROUP INC(MO)19,84019,905+651,0371,1950.16%+157
THE COCA-COLA CO(KO)16,56616,56601,0311,1860.16%+155
INVESCO NASDAQ 100
NASDAQ 100 ETF
0653+65301260.02%+126
INVESCO S&P MIDCAP MOMENTUM
S&P MDCP MOMNTUM
0977+97701110.02%+111
MCKESSON CORP(MCK)4,0523,545-5072,3092,3860.33%+76
JPMORGAN CHASE & CO(JPM)11,44811,44802,7442,8080.38%+64
JOHNSON & JOHNSON(JNJ)2,4462,453+73544070.06%+53
ATMOS ENERGY CORP(ATO)3,4573,45704815340.07%+53
NETFLIX INC(NFLX)1,2441,24401,1091,1600.16%+51
PROCTER & GAMBLE CO(PG)14,94514,999+542,5052,5560.35%+51
ABBVIE INC(ABBV)1,3511,361+102402850.04%+45
CISCO SYS INC(CSCO)38,73737,880-8572,2932,3380.32%+44
ARES CAP CORP EQUITY CLASS EQUITY(ARCC)106,608106,408-2002,3342,3580.32%+24
KINDER MORGAN INC DEL(KMI)15,08815,215+1274134340.06%+21
DOMINION ENERGY INC(D)7,9597,95904294460.06%+18
FORTINET INC(FTNT)8,2168,173-437767870.11%+10
MONOLITHIC PWR SYS INC(MPWR)362372+102142160.03%+2
SIMPLIFY COMMODITIES STRATEGY
COMM ST NO K ETF
015+15000.00%0
CROCS INC(CROX)2,0912,114+232292250.03%-5
PEPSICO INC(PEP)6,2356,284+499489420.13%-6
PUBLIC SVC ENTERPRISE GR(PEG)3,9803,986+63363280.04%-8
ETHAN ALLEN INTERIORS IN57,57657,688+1121,6181,5980.22%-21
MERCK & CO. INC.(MRK)3,0353,051+163022740.04%-28
LOCKHEED MARTIN CORP(LMT)72672603533240.04%-28
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