Fund HoldingsMAINSTAY CAPITAL MANAGEMENT LLC /ADV

Total Portfolio Value
$557.88M
Total Bought
$189.38M
Total Sold
$147.02M
Net Transaction
+$42.36M
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
295,899692,143+396,24439,062105,19218.86%+66,130
AMERICAN CENTY ETF TR0946,836+946,836065,43611.73%+65,436
SPDR SER TR
ST STR P500GRW
410,928771,810+360,88222,74947,0888.44%+24,339
ISHARES GOLD TR(IAU)19,287605,696+586,40972122,0413.95%+21,321
SPDR INDEX SHS FDS
ST STR EU 50 ETF
1,236,9541,290,036+53,08255,53959,31610.63%+3,777
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
1,802,6341,752,114-50,52085,30188,39415.84%+3,094
INVESCO ACTIVELY MANAGED ETF
VAR RATE INVT
0116,755+116,75502,9060.52%+2,906
TEXAS INSTRS INC(TXN)09,847+9,84701,7730.32%+1,773
LAM RESEARCH CORP(LRCX)01,747+1,74701,1230.20%+1,123
ISHARES TR012,099+12,09901,0340.19%+1,034
ETF SER SOLUTIONS
DEFIA QUANT ETF
06,531+6,53103310.06%+331
PALANTIR TECHNOLOGIES INC(PLTR)026,044+26,04403990.07%+399
NVIDIA CORPORATION(NVDA)0686+68602900.05%+290
MICROSOFT CORP(MSFT)4,9604,920-401,4301,6760.30%+246
AMAZON COM INC(AMZN)9,1579,127-309461,1900.21%+244
APPLE INC(AAPL)14,77113,807-9642,4362,6780.48%+242
NOVO-NORDISK A S(NVO)01,335+1,33502160.04%+216
MCKESSON CORP(MCK)2,9962,986-101,0671,2760.23%+209
LINDE PLC(LIN)0526+52602000.04%+200
ALPHABET INC(GOOG)12,30512,075-2301,2801,4610.26%+181
TRANSDIGM GROUP INC(TDG)1,9051,725-1801,4041,5420.28%+138
JPMORGAN CHASE & CO(JPM)11,62411,233-3911,5151,6340.29%+119
WELLS FARGO CO NEW(WFC)16,42716,977+5506147250.13%+111
SCHWAB STRATEGIC TR48,12346,382-1,7412,3282,4290.44%+101
DIGITAL RLTY TR INC(DLR)7,3207,195-1257208190.15%+100
FORTINET INC(FTNT)10,63010,63007068040.14%+97
MICROCHIP TECHNOLOGY INC.(MCHP)20,30019,775-5251,7011,7720.32%+71
VANGUARD INDEX FDS2,3912,349-425966650.12%+68
FORD MTR CO DEL(F)42,48539,771-2,7145356020.11%+66
ISHARES TR9,3159,31505165810.10%+65
VISA INC(V)5,6425,617-251,2721,3340.24%+62
WASTE MGMT INC DEL(WM)6,1516,141-101,0041,0650.19%+61
PRUDENTIAL FINL INC(PFH)20,60720,012-5951,7051,7650.32%+60
SCHWAB STRATEGIC TR35,69135,488-2031,4971,5540.28%+58
DELTA AIR LINES INC DEL(DAL)6,8225,875-9472382790.05%+41
MCCORMICK & CO INC(MKC)10,92910,879-509099490.17%+40
HONEYWELL INTL INC(HON)9,5818,994-5871,8311,8660.33%+35
ISHARES TR5,4595,665+2063904250.08%+35
AON PLC(AON)91591502893160.06%+27
JOHNSON & JOHNSON(JNJ)2,5702,57003984250.08%+27
MASTEC INC(MTZ)2,4652,165-3002332550.05%+23
PROSHARES TR
LARGE CAP CRE
5,8005,80002762960.05%+19
SALESFORCE INC(CRM)5,8435,613-2301,1671,1860.21%+18
ISHARES TR6,5806,775+1954975090.09%+11
SCHWAB STRATEGIC TR10,10710,10703523600.06%+9
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
01,605+1,60502400.04%+240
INVESCO EXCH TRADED FD TR II010,397+10,39702030.04%+203
VANECK ETF TRUST
PREFERRED SECURT
32,34832,508+1605715740.10%+3
INVESCO EXCH TRADED FD TR II
SR LN ETF
15,05614,951-1053133150.06%+1
SCHWAB STRATEGIC TR30,44030,44005945940.11%+1
PUBLIC SVC ENTERPRISE GRP IN(PEG)3,9803,98002492490.04%+1
SCHWAB STRATEGIC TR9,5639,558-53223230.06%0
KINDER MORGAN INC DEL(KMI)14,71614,943+2272582570.05%-0
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
8,7748,77404294290.08%-0
US BANCORP DEL(USB)35,44938,657+3,2081,2781,2770.23%-1
ISHARES TR
0-5YR HI YL CP
10,58710,58704414390.08%-2
GENERAL MTRS CO(GM)12,67511,982-6934654620.08%-3
ISHARES TR3,8203,878+584214170.07%-4
NORTHROP GRUMMAN CORP(NOC)65465403022980.05%-4
SPDR SER TR
ST INTER BD ETF
10,70410,70403483440.06%-4
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
9,3129,31204334280.08%-5
LOCKHEED MARTIN CORP(LMT)72672603433340.06%-9
PIMCO ETF TR
ACTIVE BD ETF
8,6058,613+87987890.14%-9
HERSHEY CO(HSY)2,0002,00005094990.09%-9
MONOLITHIC PWR SYS INC(MPWR)466411-552332220.04%-11
ISHARES SILVER TR(SLV)13,84113,84103062890.05%-17
WESCO INTL INC(WCC)2,1701,775-3953353180.06%-18
CHUBB LIMITED
COM
4,4674,407-608678490.15%-19
DUKE ENERGY CORP NEW(DUK)2,7992,79902702510.05%-19
ISHARES TR5,4345,067-3679699490.17%-21
M & T BK CORP(MTB)13,63713,007-6301,6311,6100.29%-21
WASTE CONNECTIONS INC(WCN)1,9401,740-2002702490.04%-21
HOME DEPOT INC(HD)2,5442,343-2017517280.13%-23
DOMINION ENERGY INC(D)13,39513,920+5257497210.13%-28
COCA COLA CO(KO)16,56616,56601,0289980.18%-30
SCHLUMBERGER LTD(SLB)6,0505,350-7002972630.05%-34
UNILEVER PLC(UL)33,08032,233-8471,7181,6800.30%-38
PROSHARES TR
SHRT RL EST FD
34,40732,899-1,5086896500.12%-39
ZYNEX INC011,450+11,45001100.02%+110
QUALCOMM INC(QCOM)3,0062,825-1813833360.06%-47
HP INC(HPQ)69,36564,730-4,6352,0361,9880.36%-48
ETHAN ALLEN INTERIORS INC65,69062,000-3,6901,8041,7530.31%-50
BANK MONTREAL QUE15,86515,080-7851,4141,3620.24%-52
STMICROELECTRONICS N V(STM)6,2905,375-9153362690.05%-68
HF SINCLAIR CORP(DINO)15,84515,645-2007676980.13%-69
ISHARES TR40,77540,426-3493,3503,2780.59%-72
EOG RES INC(EOG)13,03012,408-6221,4941,4200.25%-74
RAYTHEON TECHNOLOGIES CORP(RTX)17,96017,033-9271,7591,6690.30%-90
WESTROCK CO43,71542,540-1,1751,3321,2370.22%-95
DISNEY WALT CO(DIS)7,6247,474-1507636670.12%-96
PROCTER AND GAMBLE CO(PG)16,14415,144-1,0002,4002,2980.41%-102
SOUTHERN CO(SO)32,00430,237-1,7672,2272,1240.38%-103
SPDR GOLD TR(GLD)8,2747,865-4091,5161,4020.25%-114
FIRST SOLAR INC(FSLR)2,1851,885-3004753580.06%-117
STATE STR CORP(STT)19,87318,908-9651,5041,3840.25%-120
UNIFIED SER TR
ABSLUTE SELCT VL
92,27087,093-5,1772,5782,4500.44%-128
PFIZER INC(PFE)28,47228,172-3001,1621,0330.19%-128
CISCO SYS INC(CSCO)43,50441,428-2,0762,2742,1430.38%-131
AMERICAN ELEC PWR CO INC16,31515,925-3901,4851,3410.24%-144
WISDOMTREE TR(WT)75,37070,543-4,8272,6732,5270.45%-147
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