Fund HoldingsSmith Anglin Financial, LLC

Total Portfolio Value
$1.07B
Total Bought
$61.10M
Total Sold
$18.99M
Net Transaction
+$42.11M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
VANGUARD INDEX FDS361,313376,818+15,505138,719154,66114.51%+15,942
AMERICAN CENTY ETF TR846,295881,632+35,33780,52585,4578.02%+4,932
WISDOMTREE TR(WT)701,910747,643+45,73317,85721,1281.98%+3,272
VANGUARD INDEX FDS25,39629,978+4,58213,40116,1521.52%+2,752
ISHARES TR
CORE DIV GRWTH
1,346,6921,405,839+59,14784,42486,2348.09%+1,810
AMAZON COM INC(AMZN)43,55744,987+1,4308,1169,8700.93%+1,754
EA SERIES TRUST
CAMB TAX AWA ETF
059,995+59,99501,4650.14%+1,465
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
190,701228,567+37,8667,1898,5530.80%+1,364
APPLE INC(AAPL)109,383107,102-2,28125,48626,8202.52%+1,334
ISHARES TR0243,683+243,683024,7412.32%+24,741
TESLA INC(TSLA)6,1736,288+1151,6152,5390.24%+924
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
98,773115,341+16,5685,0325,8490.55%+817
NVIDIA CORPORATION(NVDA)068,730+68,73009,2300.87%+9,230
BITWISE BITCOIN ETF TR(BITB)17,45223,131+5,6796041,1760.11%+573
ETF SER SOLUTIONS
DEFIA QUANT ETF
06,892+6,89205590.05%+559
SOUTHWEST AIRLS CO(LUV)144,656144,051-6054,2864,8430.45%+557
ISHARES TR025,819+25,81902,5020.23%+2,502
VICTORY PORTFOLIOS II
SHS FR CA FL ETF
45,87859,922+14,0441,5282,0430.19%+515
MICROSTRATEGY INC(MSTR)01,756+1,75605080.05%+508
ISHARES TR029,100+29,100017,1311.61%+17,131
ISHARES BITCOIN TRUST ETF(IBIT)6,43712,545+6,1082336660.06%+433
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
752,732788,382+35,65077,21577,6327.28%+417
ARK ETF TR
NEXT GNRTN INTER
19,38318,649-7341,6502,0140.19%+364
ISHARES TR115,320119,349+4,02911,61511,9731.12%+358
WALMART INC(WMT)32,78633,216+4302,6473,0010.28%+354
SPDR S&P 500 ETF TR(SPY)38,79538,576-21922,25922,6082.12%+349
ISHARES TR02,799+2,79903100.03%+310
ARK ETF TR
INNOVATION ETF
61,03355,813-5,2202,9013,1690.30%+268
PALANTIR TECHNOLOGIES INC(PLTR)7,3417,082-2592735360.05%+263
NEOS ETF TRUST09,534+9,53402480.02%+248
VANGUARD INDEX FDS0823+82302390.02%+239
GENERAL MTRS CO(GM)04,446+4,44602370.02%+237
DEVON ENERGY CORP NEW(DVN)06,980+6,98002280.02%+228
WISDOMTREE TR(WT)04,453+4,45302280.02%+228
SIMPLIFY EXCHANGE TRADED FUN
MBS ETF
04,586+4,58602280.02%+228
GOLDMAN SACHS GROUP INC(GS)0397+39702270.02%+227
ALPS ETF TR
ALERIAN ENERGY
07,249+7,24902260.02%+226
DELTA AIR LINES INC DEL(DAL)40,20037,436-2,7642,0422,2650.21%+223
FIDELITY WISE ORIGIN BITCOIN(FBTC)02,708+2,70802210.02%+221
ALPHABET INC(GOOG)4,9295,472+5438241,0420.10%+218
BOOKING HOLDINGS INC(BKNG)043+4302140.02%+214
SHOPIFY INC(SHOP)01,998+1,99802120.02%+212
INTUITIVE SURGICAL INC0403+40302100.02%+210
ISHARES TR02,694+2,69402060.02%+206
MEDICAL PPTYS TRUST INC(MPT)050,000+50,00001980.02%+198
ROCKET LAB USA INC10,65011,746+1,0961042990.03%+196
WALGREENS BOOTS ALLIANCE INC020,829+20,82901940.02%+194
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
021,482+21,48201,2360.12%+1,236
UNITED AIRLS HLDGS INC(UAL)05,867+5,86705700.05%+570
DISNEY WALT CO(DIS)011,063+11,06301,2320.12%+1,232
COINBASE GLOBAL INC(COIN)02,311+2,31105740.05%+574
CAMBRIA ETF TR40,10946,472+6,3631,0101,1740.11%+164
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
6,7318,482+1,7518561,0120.09%+156
VANGUARD TAX-MANAGED FDS017,021+17,02108140.08%+814
ALTRIA GROUP INC(MO)7,64310,395+2,7523905440.05%+153
INVESCO QQQ TR7,0707,049-213,4513,6040.34%+153
SOUTHERN CO(SO)06,741+6,74105550.05%+555
CROWDSTRIKE HLDGS INC(CRWD)2,0042,067+635627070.07%+145
FIRST TR EXCHANGE-TRADED FD04,710+4,71001,1450.11%+1,145
VANGUARD WORLD FD
INF TECH ETF
0612+61203810.04%+381
VISA INC(V)5,9125,593-3191,6251,7680.17%+142
ALPHABET INC(GOOG)06,711+6,71101,2700.12%+1,270
ISHARES TR07,829+7,82908340.08%+834
SELECT SECTOR SPDR TR
ST STR SVC ETF
03,572+3,57203460.03%+346
BROADCOM INC(AVGO)5,0174,234-7838659820.09%+116
SELECT SECTOR SPDR TR
ST STR TECHN ETF
02,171+2,17105050.05%+505
PROCTER AND GAMBLE CO(PG)7,0998,003+9041,2301,3420.13%+112
TELADOC HEALTH INC(TDOC)011,898+11,89801080.01%+108
SOFI TECHNOLOGIES INC(SOFI)014,500+14,50002230.02%+223
LULULEMON ATHLETICA INC(LULU)0889+88903400.03%+340
JPMORGAN CHASE & CO.(JPM)3,3313,333+27027990.07%+96
BOEING CO(BA)03,594+3,59406360.06%+636
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
33,85433,903+491,6091,6940.16%+85
SCHWAB STRATEGIC TR099,369+99,36902,3030.22%+2,303
GLOBAL X FDS
ARTIFICIAL ETF
10,85812,564+1,7064044850.05%+82
GE VERNOVA INC(GEV)925945+202363110.03%+75
COSTCO WHSL CORP NEW(COST)01,305+1,30501,1960.11%+1,196
SPDR SER TR
ST STR P500GRW
07,240+7,24006360.06%+636
MCKESSON CORP(MCK)0787+78704480.04%+448
BANK AMERICA CORP13,00713,193+1865165800.05%+64
VANGUARD INDEX FDS5,6735,67301,3811,4390.14%+58
ROYAL CARIBBEAN GROUP
COM
01,258+1,25802900.03%+290
VANGUARD INTL EQUITY INDEX F010,943+10,94304820.05%+482
NETFLIX INC(NFLX)457416-413243710.03%+47
SALESFORCE INC(CRM)0801+80102680.03%+268
CHEVRON CORP NEW(CVX)06,785+6,78509830.09%+983
BLACKSTONE INC(BX)2,1902,189-13353770.04%+42
ISHARES TR5,0505,485+4355916320.06%+41
EA SERIES TRUST
FREEDOM 100 EM
012,909+12,90904220.04%+422
RUBRIK INC.(RBRK)06,396+6,39604180.04%+418
NORTHERN DYNASTY MINERALS LT(NAK)0125,000+125,0000730.01%+73
VANGUARD INDEX FDS8,7748,800+262,0812,1140.20%+33
CISCO SYS INC(CSCO)5,4235,390-332893190.03%+30
HONEYWELL INTL INC(HON)01,142+1,14202580.02%+258
SPDR SER TR
ST STR SP400VAL
021,009+21,00901,6850.16%+1,685
ISHARES TR68,97169,338+3674,2984,3200.41%+22
VANGUARD WHITEHALL FDS2,4352,610+1753123330.03%+21
INNOVATOR ETFS TRUST
US EQTY PWR BUF
020,116+20,11608500.08%+850
PALO ALTO NETWORKS INC(PANW)6291,268+6392152310.02%+16
AUTOMATIC DATA PROCESSING IN0926+92602710.03%+271
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