Fund HoldingsSmith Anglin Financial, LLC

Total Portfolio Value
$822.61M
Total Bought
$30.45M
Total Sold
$15.56M
Net Transaction
+$14.90M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ISHARES TR138,860148,829+9,96961,89163,9127.77%+2,020
ISHARES TR330,625359,088+28,46353,29355,2426.72%+1,949
ISHARES TR34,83555,411+20,5763,4125,2110.63%+1,799
VANGUARD TAX-MANAGED FDS694,811772,122+77,31132,08633,7574.10%+1,671
CAMBRIA ETF TR551,229604,475+53,24613,23514,4951.76%+1,260
CAMBRIA ETF TR309,885340,891+31,0068,6249,7771.19%+1,153
ISHARES TR42,58266,735+24,1532,1533,2470.39%+1,093
ISHARES TR
CORE 1 5 YR USD
37,02660,590+23,5641,7272,8100.34%+1,083
ISHARES TR981,0161,020,884+39,86869,14269,8498.49%+707
JOHN HANCOCK EXCHANGE TRADED
MULTIFACTOR MI
013,056+13,05606180.08%+618
NVIDIA CORPORATION(NVDA)6,4697,478+1,0092,7363,2530.40%+516
BERKSHIRE HATHAWAY INC DEL5,3236,598+1,2751,8152,3110.28%+496
VANGUARD INTL EQUITY INDEX F276,680299,106+22,42611,25511,7281.43%+473
TESLA INC(TSLA)7,2919,318+2,0271,9092,3310.28%+423
ISHARES TR74,07782,618+8,5417,3827,7930.95%+412
VANECK ETF TRUST
SEMICONDUCTR ETF
02,676+2,67603880.05%+388
PLUG POWER INC(PLUG)050,850+50,85003860.05%+386
INVESCO QQQ TR7,7728,995+1,2232,8713,2230.39%+351
ISHARES INC
MSCI GBL ETF NEW
12,30821,217+8,9094988440.10%+346
FEDEX CORP(FDX)3,7364,555+8199261,2070.15%+280
VALARIS LTD(VAL)03,550+3,55002660.03%+266
ISHARES TR
CORE DIV GRWTH
545,997573,323+27,32628,13528,3973.45%+261
HEICO CORP NEW(HEI)01,531+1,53102480.03%+248
ST JOE CO(JOE)04,550+4,55002470.03%+247
SELECT SECTOR SPDR TR
ST STR ENERG ETF
9,52911,255+1,7267731,0170.12%+244
ISHARES TR248,153265,789+17,63626,58526,8263.26%+241
KLA CORP(KLAC)0512+51202350.03%+235
ISHARES TR02,630+2,63002330.03%+233
EXXON MOBIL CORP21,49921,570+712,3062,5360.31%+230
AMERICAN LITHIUM CORP0149,633+149,63302140.03%+214
VANECK ETF TRUST
OIL SERVICES ETF
0607+60702090.03%+209
PIONEER NAT RES CO2,9423,433+4916097880.10%+179
DIREXION SHS ETF TR
DLY TSLA BULL 2X
010,821+10,82101670.02%+167
ISHARES TR38,24941,555+3,3064,3964,5580.55%+162
ISHARES TR146,032148,060+2,02811,84011,9881.46%+148
SELECT SECTOR SPDR TR
ST STR CARE ETF
04,378+4,37805640.07%+564
UIPATH INC(PATH)023,797+23,79704070.05%+407
META PLATFORMS INC(META)6,4456,561+1161,8501,9700.24%+120
CAMBRIA ETF TR410,407407,716-2,69125,10525,2213.07%+117
SCHWAB STRATEGIC TR47,92050,615+2,6953,5923,6810.45%+89
MASTERCARD INCORPORATED(MA)01,269+1,26905020.06%+502
ARK ETF TR
INNOVATION ETF
59,73268,523+8,7912,6372,7180.33%+82
ENLINK MIDSTREAM LLC50,30250,30205336150.07%+81
UNITEDHEALTH GROUP INC(UNH)1,0751,176+1015175930.07%+76
VERIZON COMMUNICATIONS INC(VZ)014,287+14,28704630.06%+463
JPMORGAN CHASE & CO(JPM)02,702+2,70203920.05%+392
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
08,768+8,76804700.06%+470
WALMART INC(WMT)10,07110,265+1941,5831,6420.20%+59
ABBVIE INC(ABBV)03,225+3,22504810.06%+481
CATERPILLAR INC(CAT)01,817+1,81704960.06%+496
WORLD GOLD TR(GLDM)07,921+7,92102900.04%+290
INNOVATOR ETFS TR
US EQTY PWR BUF
012,084+12,08404050.05%+405
CONOCOPHILLIPS(COP)02,402+2,40202880.03%+288
INVESCO SR INCOME TR010,116+10,1160400.00%+40
ALPHABET INC(GOOG)6,1775,947-2307397780.09%+39
ISHARES TR10,06010,06008849220.11%+38
DIGITAL RLTY TR INC(DLR)02,346+2,34602840.03%+284
CISCO SYS INC(CSCO)04,418+4,41802380.03%+238
COSTCO WHSL CORP NEW(COST)1,2511,254+36747080.09%+35
AMNEAL PHARMACEUTICALS INC(AMRX)029,000+29,00001220.01%+122
BLACKSTONE INC(BX)02,167+2,16702320.03%+232
ESS TECH INC014,300+14,3000270.00%+27
UNIVERSAL DISPLAY CORP(OLED)02,001+2,00103140.04%+314
CHEVRON CORP NEW(CVX)4,6134,453-1607267510.09%+25
ISHARES TR24,32125,956+1,6351,1971,2200.15%+23
ADVANCED MICRO DEVICES INC(AMD)03,400+3,40003500.04%+350
ISHARES TR4,9195,110+1915125260.06%+14
DEVON ENERGY CORP NEW(DVN)05,687+5,68702710.03%+271
MCKESSON CORP(MCK)0775+77503370.04%+337
VANGUARD WORLD FDS
HEALTH CAR ETF
01,243+1,24302920.04%+292
NORTHERN DYNASTY MINERALS LT(NAK)065,000+65,0000210.00%+21
LULULEMON ATHLETICA INC(LULU)0750+75002890.04%+289
DANAHER CORPORATION(DHR)0941+94102340.03%+234
GENERAL ELECTRIC CO(GE)03,452+3,45203820.05%+382
ELEVANCE HEALTH INC(ELV)0538+53802340.03%+234
ADOBE INC(ADBE)0674+67403440.04%+344
GLOBAL X FDS
CYBRSCURTY ETF
018,909+18,90904590.06%+459
ISHARES TR04,054+4,05402020.02%+202
VANGUARD BD INDEX FDS02,882+2,88202170.03%+217
HOME DEPOT INC(HD)1,9301,983+536005990.07%-0
ORION ENERGY SYS INC015,000+15,0000190.00%+19
INNOVATOR ETFS TR
US EQT ULTRA BF
011,747+11,74703320.04%+332
UNION PAC CORP(UNP)01,022+1,02202080.03%+208
SOFI TECHNOLOGIES INC(SOFI)011,550+11,5500920.01%+92
INNOVATOR ETFS TR
US EQTY PWR BUF
20,11620,11607067000.09%-6
DOW INC(DOW)04,080+4,08002100.03%+210
AUTOMATIC DATA PROCESSING IN0916+91602200.03%+220
ISHARES TR0926+92602180.03%+218
SPDR SER TR
ST STR P500GRW
05,800+5,80003440.04%+344
QUALCOMM INC(QCOM)02,034+2,03402260.03%+226
QUANTA SVCS INC01,313+1,31302460.03%+246
SPDR SER TR
ST NUVE HIGH ETF
018,379+18,37904380.05%+438
FIRST TR EXCHANGE-TRADED FD4,4794,47907307150.09%-15
BROADCOM INC(AVGO)0374+37403100.04%+310
NETFLIX INC(NFLX)0546+54602060.03%+206
PROCTER AND GAMBLE CO(PG)8,4198,640+2211,2781,2600.15%-17
ALTRIA GROUP INC(MO)06,543+6,54302750.03%+275
ALPHABET INC(GOOG)02,954+2,95403900.05%+390
XCEL ENERGY INC(XEL)04,602+4,60202630.03%+263
ISHARES TR169,683180,598+10,91516,13516,1131.96%-22
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