Fund HoldingsSmith Anglin Financial, LLC

Total Portfolio Value
$944.68M
Total Bought
$156.22M
Total Sold
$226.53M
Net Transaction
-$70.31M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
VICTORY PORTFOLIOS II
SHS FR CA FL ETF
59,9222,565,838+2,505,9162,04387,9579.31%+85,914
CAMBRIA ETF TR02,407,985+2,407,985076,4548.09%+76,454
WISDOMTREE TR(WT)747,6431,020,122+272,47921,12827,6452.93%+6,517
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
045,723+45,72305,2010.55%+5,201
ISHARES TR119,349147,014+27,66511,97314,8001.57%+2,827
ISHARES TR052,217+52,21702,2910.24%+2,291
SPDR GOLD TR(GLD)011,459+11,45903,3020.35%+3,302
ISHARES TR
CORE DIV GRWTH
1,405,8391,417,070+11,23186,23487,5479.27%+1,312
VICTORY PORTFOLIOS II
VICT FR GROW ETF
055,624+55,62401,2070.13%+1,207
WISDOMTREE TR(WT)019,822+19,82209980.11%+998
ONEOK INC NEW(OKE)07,161+7,16107110.08%+711
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
019,144+19,14409690.10%+969
BERKSHIRE HATHAWAY INC DEL07,367+7,36703,9240.42%+3,924
VANGUARD INDEX FDS29,97832,308+2,33016,15216,6031.76%+451
ANNALY CAPITAL MANAGEMENT IN020,743+20,74304210.04%+421
SCHWAB STRATEGIC TR0127,663+127,66303,5690.38%+3,569
SELECT SECTOR SPDR TR
ST STR CARE ETF
06,759+6,75909870.10%+987
ISHARES TR022,442+22,44201,2440.13%+1,244
ETF SER SOLUTIONS
DEFIA QUANT ETF
6,89211,923+5,0315598890.09%+329
INTERNATIONAL BUSINESS MACHS(IBM)09,639+9,63902,3970.25%+2,397
VANGUARD TAX-MANAGED FDS17,02121,669+4,6488141,1010.12%+287
SIMPLIFY EXCHANGE TRADED FUN
TREASURY OPT INC
011,040+11,04002720.03%+272
PAYPAL HLDGS INC(PYPL)04,133+4,13302700.03%+270
SERVICENOW INC(NOW)0338+33802690.03%+269
SELECT SECTOR SPDR TR
ST STR SVC ETF
3,5726,237+2,6653466020.06%+256
COCA COLA CO(KO)023,850+23,85001,7080.18%+1,708
CITIGROUP INC(C)03,300+3,30002340.02%+234
NEOS ETF TRUST
NASDAQ 100 HDGD
04,773+4,77302330.02%+233
ISHARES GOLD TR(IAU)03,936+3,93602320.02%+232
RTX CORPORATION(RTX)01,635+1,63502170.02%+217
MICROSTRATEGY INC(MSTR)1,7562,507+7515087230.08%+214
UBER TECHNOLOGIES INC(UBER)02,936+2,93602140.02%+214
CHEVRON CORP NEW(CVX)6,7857,152+3679831,1970.13%+214
THE CIGNA GROUP(CI)0644+64402120.02%+212
DOW INC(DOW)06,023+6,02302100.02%+210
MARATHON PETE CORP(MPC)01,440+1,44002100.02%+210
VANECK ETF TRUST
GOLD MINERS ETF
04,521+4,52102080.02%+208
ISHARES SILVER TR(SLV)06,592+6,59202040.02%+204
JPMORGAN CHASE & CO.(JPM)3,3334,088+7557991,0030.11%+204
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
8,48210,655+2,1731,0121,2050.13%+193
ROCKET LAB USA INC11,74627,261+15,5152994870.05%+188
SALESFORCE INC(CRM)8011,669+8682684480.05%+180
ISHARES TR026,587+26,58702,1730.23%+2,173
VISA INC(V)5,5935,505-881,7681,9290.20%+162
WORLD GOLD TR(GLDM)08,862+8,86205480.06%+548
SCHWAB STRATEGIC TR080,044+80,04402,1280.23%+2,128
COSTCO WHSL CORP NEW(COST)1,3051,399+941,1961,3230.14%+127
ALTRIA GROUP INC(MO)10,39511,004+6095446600.07%+117
JOHNSON & JOHNSON(JNJ)06,025+6,02509990.11%+999
ISHARES TR056,900+56,900010,8441.15%+10,844
ISHARES BITCOIN TRUST ETF(IBIT)12,54516,269+3,7246667620.08%+96
MCDONALDS CORP(MCD)02,861+2,86108940.09%+894
MCKESSON CORP(MCK)787801+144485390.06%+90
PHILIP MORRIS INTL INC(PM)02,167+2,16703440.04%+344
VERIZON COMMUNICATIONS INC(VZ)012,701+12,70105760.06%+576
JD.COM INC(JD)07,487+7,48703080.03%+308
NORTHERN DYNASTY MINERALS LT(NAK)125,000125,0000731440.02%+71
ISHARES TR08,447+8,44701,2930.14%+1,293
GE AEROSPACE(GE)03,242+3,24206490.07%+649
ABBOTT LABS02,989+2,98903960.04%+396
CROWDSTRIKE HLDGS INC(CRWD)2,0672,184+1177077700.08%+63
CISCO SYS INC(CSCO)5,3906,148+7583193790.04%+60
VANGUARD INTL EQUITY INDEX F07,677+7,67705390.06%+539
ISHARES INC08,733+8,73304650.05%+465
PFIZER INC(PFE)010,211+10,21102590.03%+259
HAFNIA LTD(HAFN)012,500+12,5000520.01%+52
ALPS ETF TR
ALERIAN ENERGY
7,2498,262+1,0132262710.03%+45
ISHARES TR014,072+14,07201,8900.20%+1,890
CONOCOPHILLIPS(COP)03,255+3,25503420.04%+342
PALO ALTO NETWORKS INC(PANW)1,2681,540+2722312630.03%+32
PROCTER AND GAMBLE CO(PG)8,0038,059+561,3421,3730.15%+32
AB ACTIVE ETFS INC
TAX AWARE SHRT
081,378+81,37802,0420.22%+2,042
KLA CORP(KLAC)0373+37302540.03%+254
ELI LILLY & CO(LLY)0398+39803280.03%+328
VANGUARD WHITEHALL FDS2,6102,757+1473333560.04%+23
STARBUCKS CORP(SBUX)02,796+2,79602740.03%+274
ADOBE INC(ADBE)0810+81003110.03%+311
MASTERCARD INCORPORATED(MA)01,048+1,04805740.06%+574
EA SERIES TRUST
FREEDOM 100 EM
12,90912,583-3264224410.05%+19
XCEL ENERGY INC(XEL)05,377+5,37703810.04%+381
CAMBRIA ETF TR46,47247,073+6011,1741,1910.13%+17
SPDR SER TR
ST STR P500GRW
7,2408,120+8806366530.07%+16
AUTOMATIC DATA PROCESSING IN926938+122712870.03%+16
AMNEAL PHARMACEUTICALS INC(AMRX)029,050+29,05002430.03%+243
VANGUARD WORLD FD
HEALTH CAR ETF
0860+86002280.02%+228
ABBVIE INC(ABBV)03,432+3,43207190.08%+719
NETFLIX INC(NFLX)416408-83713810.04%+10
UNION PAC CORP(UNP)01,035+1,03502450.03%+245
FORD MTR CO(F)021,804+21,80402190.02%+219
NEXTERA ENERGY INC(NEE)03,048+3,04802160.02%+216
HUYA INC018,367+18,3670590.01%+59
VANGUARD INDEX FDS823876+532392410.03%+2
BLAIZE HLDGS INC010,000+10,000020.00%+2
HERSHEY CO(HSY)01,182+1,18202020.02%+202
BOEING CO(BA)3,5943,734+1406366370.07%+1
ISHARES INC
MSCI GBL ETF NEW
06,237+6,23702240.02%+224
ORION ENERGY SYS INC015,000+15,0000110.00%+11
BOOKING HOLDINGS INC(BKNG)4346+32142130.02%-1
INNOVATOR ETFS TRUST
US EQTY PWR BUF
015,066+15,06605390.06%+539
WESTWATER RES INC011,000+11,000060.00%+6
Page 1 of 1