Fund HoldingsSmith Anglin Financial, LLC

Total Portfolio Value
$871.46M
Total Bought
$295.61M
Total Sold
$270.52M
Net Transaction
+$25.09M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
JOHN HANCOCK EXCHANGE TRADED
MULTIFACTOR MI
13,0561,189,686+1,176,63061862,6497.19%+62,031
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
0498,258+498,258044,2005.07%+44,200
ISHARES TR0403,017+403,017043,6315.01%+43,631
CAMBRIA ETF TR407,716858,107+450,39125,22157,9826.65%+32,761
SPDR SER TR
ST SHO TREAS ETF
0957,654+957,654027,8203.19%+27,820
CAMBRIA ETF TR340,891794,708+453,8179,77724,9142.86%+15,137
ISHARES TR359,088376,324+17,23655,24265,4397.51%+10,197
ISHARES TR1,020,8841,058,998+38,11469,84979,5319.13%+9,682
ISHARES TR148,829150,059+1,23063,91271,6728.22%+7,761
ISHARES TR
CORE DIV GRWTH
573,323669,403+96,08028,39736,0274.13%+7,631
PROSHARES TR
SP500 EX FINLS
063,681+63,68106,5230.75%+6,523
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
0136,382+136,38204,4510.51%+4,451
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
0309,356+309,356025,1442.89%+25,144
EA SERIES TRUST
FREEDOM 100 EM
0563,578+563,578018,5422.13%+18,542
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
025,778+25,77804,0680.47%+4,068
AMERICAN CENTY ETF TR0491,005+491,005040,0414.59%+40,041
CAMBRIA ETF TR604,475639,669+35,19414,49516,4911.89%+1,995
SPDR S&P 500 ETF TR(SPY)039,202+39,202018,6332.14%+18,633
INTERNATIONAL BUSINESS MACHS(IBM)010,377+10,37701,6970.19%+1,697
APPLE INC(AAPL)0110,053+110,053021,1892.43%+21,189
VANGUARD SPECIALIZED FUNDS0133,658+133,658022,7752.61%+22,775
AMAZON COM INC(AMZN)041,279+41,27906,2720.72%+6,272
ARK ETF TR
INNOVATION ETF
68,52369,972+1,4492,7183,6640.42%+946
MICROSOFT CORP(MSFT)012,859+12,85904,8350.55%+4,835
INVESCO EXCH TRADED FD TR II
SR LN ETF
034,769+34,76907360.08%+736
SPDR S&P MIDCAP 400 ETF TR(MDY)013,773+13,77306,9880.80%+6,988
SPDR GOLD TR(GLD)08,314+8,31401,5890.18%+1,589
SIMPLIFY EXCHANGE TRADED FUN
VOLATILITY PREM
070,758+70,75801,6120.18%+1,612
SELECT SECTOR SPDR TR
ST STR STAPL ETF
05,893+5,89304240.05%+424
DIREXION SHS ETF TR
DLY TSLA BULL 2X
10,82139,659+28,8381675700.07%+402
ARK ETF TR
NEXT GNRTN INTER
019,619+19,61901,4890.17%+1,489
FIRST TR EXCHANGE-TRADED FD4,4795,565+1,0867151,0380.12%+323
META PLATFORMS INC(META)6,5616,474-871,9702,2920.26%+322
VANECK ETF TRUST
MRNGSTR WDE MOAT
0204,055+204,055017,3181.99%+17,318
NVIDIA CORPORATION(NVDA)7,4787,190-2883,2533,5610.41%+308
SIMPLIFY EXCHANGE TRADED FUN
SHORT TERM TREA
013,282+13,28203070.04%+307
WINGSTOP INC(WING)03,884+3,88409970.11%+997
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
8,76813,710+4,9424707540.09%+284
ISHARES TR015,815+15,81502,0020.23%+2,002
SCHWAB STRATEGIC TR50,61547,537-3,0783,6813,9440.45%+263
SALESFORCE INC(CRM)0969+96902550.03%+255
SELECT SECTOR SPDR TR
ST STR SVC ETF
03,344+3,34402430.03%+243
BOEING CO(BA)03,921+3,92101,0220.12%+1,022
ROYAL CARIBBEAN GROUP
COM
01,817+1,81702350.03%+235
SCHWAB STRATEGIC TR041,870+41,87003,1880.37%+3,188
VANGUARD INDEX FDS08,809+8,80901,8790.22%+1,879
INTEL CORP(INTC)04,273+4,27302150.02%+215
S&P GLOBAL INC(SPGI)0483+48302130.02%+213
CINTAS CORP(CTAS)0339+33902040.02%+204
PROSHARES TR
S&P 500 DV ARIST
02,134+2,13402030.02%+203
VANGUARD WHITEHALL FDS01,805+1,80502010.02%+201
ISHARES TR08,034+8,03408710.10%+871
VISA INC(V)05,626+5,62601,4650.17%+1,465
ISHARES TR062,147+62,14702,5800.30%+2,580
ADVANCED MICRO DEVICES INC(AMD)3,4003,413+133505030.06%+154
SOUTHWEST AIRLS CO(LUV)0139,410+139,41004,0260.46%+4,026
BANK AMERICA CORP011,821+11,82103980.05%+398
VANGUARD INDEX FDS05,640+5,64001,2380.14%+1,238
CHEVRON CORP NEW(CVX)4,4535,941+1,4887518860.10%+135
ISHARES TR5,1106,241+1,1315266580.08%+132
COSTCO WHSL CORP NEW(COST)1,2541,268+147088370.10%+129
BUILDERS FIRSTSOURCE INC(BLDR)03,018+3,01805040.06%+504
VANECK ETF TRUST
SEMICONDUCTR ETF
2,6762,948+2723885150.06%+127
ISHARES TR027,077+27,07702,0400.23%+2,040
JETBLUE AWYS CORP(JBLU)022,000+22,00001220.01%+122
INVESCO QQQ TR8,9958,154-8413,2233,3390.38%+117
BROADCOM INC(AVGO)374375+13104190.05%+109
ISHARES TR02,763+2,76305550.06%+555
VANGUARD INDEX FDS02,067+2,06709030.10%+903
ISHARES TR2,6303,325+6952333290.04%+96
NIKE INC(NKE)07,973+7,97308660.10%+866
MCDONALDS CORP(MCD)02,686+2,68607970.09%+797
DISNEY WALT CO(DIS)011,213+11,21301,0120.12%+1,012
HOME DEPOT INC(HD)1,9831,990+75996900.08%+90
ISHARES TR10,06010,079+199221,0090.12%+87
SCHWAB STRATEGIC TR014,243+14,24307930.09%+793
DELTA AIR LINES INC DEL(DAL)034,424+34,42401,3850.16%+1,385
COCA COLA CO(KO)023,380+23,38001,3780.16%+1,378
VERIZON COMMUNICATIONS INC(VZ)14,28714,256-314635370.06%+74
SELECT SECTOR SPDR TR
ST STR CARE ETF
4,3784,651+2735646340.07%+71
QUALCOMM INC(QCOM)2,0342,044+102262960.03%+70
UNIVERSAL DISPLAY CORP(OLED)2,0012,005+43143830.04%+69
WORLD GOLD TR(GLDM)7,9218,752+8312903580.04%+68
TEXAS INSTRS INC(TXN)05,261+5,26108970.10%+897
JPMORGAN CHASE & CO(JPM)2,7022,681-213924560.05%+64
XCEL ENERGY INC(XEL)4,6025,282+6802633270.04%+64
CNS PHARMACEUTICALS INC050,000+50,0000640.01%+64
LULULEMON ATHLETICA INC(LULU)750688-622893520.04%+63
GENERAL ELECTRIC CO(GE)3,4523,449-33824400.05%+59
ADOBE INC(ADBE)67467403444020.05%+58
BERKSHIRE HATHAWAY INC DEL6,5986,641+432,3112,3690.27%+57
ALPHABET INC(GOOG)2,9543,159+2053904450.05%+56
AMNEAL PHARMACEUTICALS INC(AMRX)29,00029,00001221760.02%+54
BLACKSTONE INC(BX)2,1672,182+152322860.03%+54
ALPHABET INC(GOOG)5,9475,94707788310.10%+53
INNOVATOR ETFS TR
US EQTY PWR BUF
20,11620,11607007490.09%+49
VANGUARD INTL EQUITY INDEX F06,931+6,93104470.05%+447
ISHARES INC08,672+8,67204110.05%+411
CATERPILLAR INC(CAT)1,8171,823+64965390.06%+43
UNION PAC CORP(UNP)1,0221,021-12082510.03%+43
Page 1 of 1