Fund HoldingsSmith Anglin Financial, LLC

Total Portfolio Value
$968.58M
Total Bought
$137.05M
Total Sold
$52.77M
Net Transaction
+$84.28M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ISHARES TR1,058,9981,462,631+403,63379,531123,50512.75%+43,974
CAMBRIA ETF TR794,7081,265,869+471,16124,91442,4574.38%+17,543
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
498,258522,590+24,33244,20057,5115.94%+13,311
JOHN HANCOCK EXCHANGE TRADED
MULTIFACTOR MI
1,189,6861,228,113+38,42762,64970,4697.28%+7,820
CAMBRIA ETF TR858,107881,415+23,30857,98264,5816.67%+6,599
SPDR SER TR
ST SHO TREAS ETF
957,6541,186,423+228,76927,82034,3113.54%+6,492
ISHARES TR
CORE DIV GRWTH
669,403715,694+46,29136,02741,5534.29%+5,526
AMERICAN CENTY ETF TR491,005502,863+11,85840,04145,0064.65%+4,965
ISHARES TR403,017448,209+45,19243,63147,0754.86%+3,445
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
309,356352,819+43,46325,14428,4052.93%+3,261
NVIDIA CORPORATION(NVDA)7,1907,015-1753,5616,3390.65%+2,778
CAMBRIA ETF TR639,669666,111+26,44216,49117,9921.86%+1,501
SPDR S&P 500 ETF TR(SPY)39,20238,454-74818,63320,1142.08%+1,481
PROSHARES TR
SP500 EX FINLS
63,68169,862+6,1816,5237,8920.81%+1,369
AMAZON COM INC(AMZN)41,27941,888+6096,2727,5560.78%+1,284
UIPATH INC(PATH)055,087+55,08701,2490.13%+1,249
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
136,382150,750+14,3684,4515,3050.55%+853
MICROSOFT CORP(MSFT)12,85913,385+5264,8355,6310.58%+796
META PLATFORMS INC(META)6,4746,341-1332,2923,0790.32%+788
BERKSHIRE HATHAWAY INC DEL6,6417,250+6092,3693,0490.31%+680
SPDR S&P MIDCAP 400 ETF TR(MDY)13,77313,780+76,9887,6670.79%+679
SCHWAB STRATEGIC TR47,53747,778+2413,9444,4300.46%+486
SCHWAB STRATEGIC TR41,87045,467+3,5973,1883,6660.38%+478
SELECT SECTOR SPDR TR
ST STR UTIL ETF
06,612+6,61204340.04%+434
WINGSTOP INC(WING)3,8843,887+39971,4240.15%+427
EXXON MOBIL CORP021,968+21,96802,5540.26%+2,554
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
13,71019,608+5,8987541,1350.12%+381
DISNEY WALT CO(DIS)11,21311,180-331,0121,3680.14%+356
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
010,751+10,75103430.04%+343
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
06,149+6,14903340.03%+334
INTERNATIONAL BUSINESS MACHS(IBM)10,37710,589+2121,6972,0220.21%+325
WALMART INC(WMT)032,372+32,37201,9480.20%+1,948
OCCIDENTAL PETE CORP(OXY)04,790+4,79003110.03%+311
COINBASE GLOBAL INC(COIN)01,119+1,11902970.03%+297
DELTA AIR LINES INC DEL(DAL)34,42435,074+6501,3851,6790.17%+294
GLOBAL X FDS
ARTIFICIAL ETF
08,602+8,60202920.03%+292
SPDR SER TR
ST STR SP400GRW
017,735+17,73501,5480.16%+1,548
SELECT SECTOR SPDR TR
ST STR CARE ETF
4,6516,260+1,6096349250.10%+290
PFIZER INC(PFE)020,554+20,55405700.06%+570
TIDEWATER INC NEW(TDW)03,025+3,02502780.03%+278
ISHARES TR10,07910,913+8341,0091,2810.13%+272
CROWDSTRIKE HLDGS INC(CRWD)0845+84502710.03%+271
MARATHON PETE CORP(MPC)01,293+1,29302600.03%+260
HOME DEPOT INC(HD)1,9902,463+4736909450.10%+255
WISDOMTREE TR(WT)09,629+9,62902470.03%+247
PHILLIPS 66(PSX)01,459+1,45902380.02%+238
GRAYSCALE BITCOIN TR BTC(GBTC)03,721+3,72102350.02%+235
FIRST TR EXCHANGE TRADED FD
CLOUD COMPUTING
02,391+2,39102290.02%+229
DOVER CORP(DOV)01,273+1,27302260.02%+226
APPLIED MATLS INC01,074+1,07402220.02%+222
ISHARES TR01,868+1,86802150.02%+215
ETF SER SOLUTIONS09,006+9,00602130.02%+213
DIMENSIONAL ETF TRUST
WORLD EQUITY ETF
03,594+3,59402130.02%+213
BITWISE BITCOIN ETF TR(BITB)05,402+5,40202090.02%+209
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
03,436+3,43602080.02%+208
ROSS STORES INC(ROST)01,412+1,41202070.02%+207
GOLDMAN SACHS ETF TR01,995+1,99502070.02%+207
SPDR SER TR
ST STR MSCI USAQ
01,412+1,41202060.02%+206
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
03,636+3,63602050.02%+205
VANECK ETF TRUST
OIL SERVICES ETF
0607+60702040.02%+204
ISHARES TR026,551+26,55102,6000.27%+2,600
PARKER-HANNIFIN CORP(PH)0361+36102010.02%+201
ALPHABET INC(GOOG)5,9476,801+8548311,0260.11%+196
VISA INC(V)5,6265,934+3081,4651,6560.17%+191
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
25,77825,112-6664,0684,2530.44%+185
ADVANCED MICRO DEVICES INC(AMD)3,4133,814+4015036880.07%+185
INVESCO EXCH TRADED FD TR II
SR LN ETF
34,76943,503+8,7347369200.09%+184
SIMPLIFY EXCHANGE TRADED FUN
VOLATILITY PREM
70,75878,353+7,5951,6121,7750.18%+164
JPMORGAN CHASE & CO(JPM)2,6813,070+3894566150.06%+159
CATERPILLAR INC(CAT)1,8231,902+795396970.07%+158
GENERAL ELECTRIC CO(GE)3,4493,399-504405970.06%+156
SELECT SECTOR SPDR TR
ST STR STAPL ETF
5,8937,469+1,5764245700.06%+146
SELECT SECTOR SPDR TR
ST STR ENERG ETF
09,101+9,10108590.09%+859
ORACLE CORP(ORCL)03,827+3,82704810.05%+481
ABBVIE INC(ABBV)03,534+3,53406430.07%+643
BUILDERS FIRSTSOURCE INC(BLDR)3,0183,051+335046360.07%+132
VANECK ETF TRUST
SEMICONDUCTR ETF
2,9482,875-735156470.07%+131
VANGUARD INDEX FDS8,8098,783-261,8792,0080.21%+129
ISHARES TR27,07727,137+602,0402,1670.22%+127
PIONEER NAT RES CO03,414+3,41408960.09%+896
SPDR SER TR
ST STR SP400VAL
022,749+22,74901,7290.18%+1,729
PEPSICO INC(PEP)08,415+8,41501,4730.15%+1,473
SCHWAB STRATEGIC TR011,573+11,57305700.06%+570
BROADCOM INC(AVGO)375399+244195290.05%+110
COSTCO WHSL CORP NEW(COST)1,2681,292+248379460.10%+109
ARK ETF TR
NEXT GNRTN INTER
19,61919,173-4461,4891,5970.16%+108
FIRST TR EXCHANGE-TRADED FD5,5655,56501,0381,1410.12%+103
VANGUARD INDEX FDS2,0672,092+259031,0050.10%+102
SPDR GOLD TR(GLD)8,3148,214-1001,5891,6900.17%+100
SCHWAB STRATEGIC TR019,984+19,98401,6270.17%+1,627
VANGUARD INDEX FDS5,6405,64001,2381,3300.14%+91
MEDICAL PPTYS TRUST INC(MPT)018,000+18,0000850.01%+85
SOUTHWEST AIRLS CO(LUV)139,410140,598+1,1884,0264,1040.42%+78
SCHWAB STRATEGIC TR14,24314,24307938700.09%+77
ENLINK MIDSTREAM LLC050,302+50,30206860.07%+686
JOHNSON & JOHNSON(JNJ)06,405+6,40501,0130.10%+1,013
CHEVRON CORP NEW(CVX)5,9416,068+1278869570.10%+71
COCA COLA CO(KO)23,38023,665+2851,3781,4480.15%+70
ISHARES TR2,7632,944+1815556190.06%+65
MCKESSON CORP(MCK)0777+77704170.04%+417
Page 1 of 1