Fund HoldingsRPg Family Wealth Advisory, LLC

Total Portfolio Value
$304.09M
Total Bought
$18.49M
Total Sold
$39.08M
Net Transaction
-$20.59M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
066,977+66,97703,5161.16%+3,516
NVIDIA CORPORATION(NVDA)6,44870,771+64,3235,8268,7432.88%+2,917
APPLE INC(AAPL)046,190+46,19009,7293.20%+9,729
ISHARES TR021,925+21,92501,3510.44%+1,351
ALPHABET INC(GOOG)42,45642,448-86,4087,7322.54%+1,324
FIRST TR EXCH TRD ALPHDX FD
EUROPE ALPHADEX
019,774+19,77407280.24%+728
MURPHY USA INC(MUSA)14,03714,028-95,8846,5862.17%+701
PAYPAL HLDGS INC(PYPL)12,41226,229+13,8178311,5220.50%+691
FIRST TR EXCH TRD ALPHDX FD
ASIA EX JAPAN
024,483+24,48306860.23%+686
AMAZON COM INC(AMZN)44,70444,953+2498,0648,6872.86%+623
REGENERON PHARMACEUTICALS(REGN)5,8475,826-215,6286,1232.01%+496
MONOLITHIC PWR SYS INC(MPWR)3,1823,173-92,1602,6110.86%+452
MICROSOFT CORP(MSFT)20,12519,913-2128,4678,9002.93%+433
META PLATFORMS INC(META)16,32016,519+1997,9258,3292.74%+405
ISHARES TR076,544+76,54407,1682.36%+7,168
ISHARES TR151,797166,727+14,9304,8925,2601.73%+368
KRANESHARES TRUST0120,134+120,13403,2461.07%+3,246
IRON MTN INC DEL(IRM)40,46939,513-9563,2723,5671.17%+295
DBX ETF TR148,606149,231+6257,3357,6262.51%+291
AMPLIFY ETF TR164,941169,471+4,5301,6381,9180.63%+281
DBX ETF TR105,849109,508+3,6593,0003,2661.07%+266
SSGA ACTIVE ETF TR
ST STR BL LN ETF
057,962+57,96202,4230.80%+2,423
STERLING INFRASTRUCTURE INC(STRL)33,35133,292-593,6793,9401.30%+261
MODERNA INC(MRNA)18,26018,240-201,9462,1660.71%+220
ISHARES TR
ESG MSCI LEADR
72,41872,006-4126,7967,0162.31%+219
SHELL PLC(SHEL)02,978+2,97802150.07%+215
NU HLDGS LTD(NU)215,941215,890-512,5762,7830.92%+207
SELECT SECTOR SPDR TR
ST STR TECHN ETF
6,6197,002+3831,3791,5840.52%+206
MERCADOLIBRE INC(MELI)0122+12202000.07%+200
ALIBABA GROUP HLDG LTD(BABA)019,794+19,79401,4570.48%+1,457
SELECT SECTOR SPDR TR
ST STR SVC ETF
21,96423,144+1,1801,7941,9830.65%+189
SPDR SER TR
ST STR FTSE ETF
168,014179,198+11,1846,7176,9012.27%+184
BOOZ ALLEN HAMILTON HLDG COR33,46133,432-294,9675,1451.69%+178
ISHARES TR22,04224,583+2,5412,0862,2560.74%+171
SPDR INDEX SHS FDS
ST MARKE CAP ETF
74,02974,116+874,1314,2931.41%+162
SELECT SECTOR SPDR TR
ST STR UTIL ETF
22,18123,059+8781,4561,5710.52%+115
ISHARES TR
0-5 YR TIPS ETF
8,1819,294+1,1138139250.30%+111
APYX MEDICAL CORPORATION075,250+75,25001010.03%+101
FIRST TR S&P REIT INDEX FD
COM
017,358+17,35804460.15%+446
FIRST TR EXCHANGE TRADED FD
TECH ALPHADEX
03,408+3,40804640.15%+464
INNOVATOR ETFS TRUST
PREM INC 30 BARR
56,65260,296+3,6441,4331,5220.50%+89
TESLA INC(TSLA)02,766+2,76605470.18%+547
INNOVATOR ETFS TRUST
PREM INC 20 BARR
56,86160,251+3,3901,4441,5210.50%+77
SELECT SECTOR SPDR TR
ST STR STAPL ETF
17,50818,420+9121,3371,4110.46%+74
FIRST TR EXCHANGE TRADED FD
FINLS ALPHADEX
7,8829,625+1,7433754460.15%+71
FIRST TR EXCHANGE TRADED FD
UTILITIES ALPH
11,62713,419+1,7923774440.15%+66
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
266,614267,710+1,09613,45113,5114.44%+61
FIRST TR EXCHANGE TRADED FD
CONSUMR STAPLE
5,5396,825+1,2863794400.14%+60
SELECT SECTOR SPDR TR
ST STR CARE ETF
9,56310,073+5101,4131,4680.48%+55
FIRST TR EXCHANGE TRADED FD
CONSUMR DISCRE
6,2737,680+1,4074054600.15%+55
INVESCO EXCH TRADED FD TR II
VAR RATE PFD
019,160+19,16004590.15%+459
SPDR SER TR
SST SPDR BLOOMBE
9,19011,149+1,9592683200.11%+53
KBR INC(KBR)29,51130,098+5871,8831,9350.64%+52
FIRST TR EXCH TRADED FD III020,378+20,37803540.12%+354
FIRST TR EXCHANGE TRADED FD
INDLS PROD DUR
5,6406,754+1,1144114600.15%+48
SPDR SER TR
ST INTL BBG ETF
11,99914,693+2,6942673150.10%+48
FIRST TR MULTI CAP GROWTH AL
COM SHS
10,42010,918+4981,2981,3440.44%+46
INVESCO EXCH TRADED FD TR II13,52915,954+2,4252773190.10%+42
ISHARES TR7,8458,154+3091,0351,0770.35%+42
SELECT SECTOR SPDR TR
ST STR FINL ETF
34,19335,994+1,8011,4401,4800.49%+40
INVESCO QQQ TR1,5451,508-376877240.24%+37
WESTERN DIGITAL CORP.(WDC)4,2504,25002903220.11%+32
SELECT SECTOR SPDR TR
ST STR REAL ETF
33,30135,091+1,7901,3161,3480.44%+31
SPDR SER TR
ST STR SP BIOT
16,35417,041+6871,5521,5800.52%+28
FIRST TR EXCHANGE TRADED FD
ENERGY ALPHADX
22,52624,527+2,0014224460.15%+24
SELECT SECTOR SPDR TR
ST STR INDL ETF
11,43211,988+5561,4401,4610.48%+21
ISHARES TR2,4662,694+2282692890.09%+20
EXCHANGE TRADED CONCEPTS TRU46,51444,404-2,1101,4561,4740.48%+17
FIRST TR EXCHANGE-TRADED FD
NO AMER ENERGY
011,940+11,94003640.12%+364
PIMCO ETF TR
ENHAN SHRT MA AC
2,7382,798+602752820.09%+6
ISHARES TR2,4502,45002702750.09%+6
OPKO HEALTH INC(OPK)80,33080,3300961000.03%+4
ISHARES TR2,9202,987+673033060.10%+3
INVESCO EXCH TRD SLF IDX FD15,22715,22703113110.10%0
SELECT SECTOR SPDR TR
ST STR ENERG ETF
16,27516,843+5681,5371,5350.50%-1
FIRST TR EXCHANGE-TRADED FD
MULTI ASSET DI
20,45020,45003233210.11%-1
SELECT SECTOR SPDR TR
ST STR DISCR ETF
7,9207,960+401,4561,4520.48%-5
FIRST TR LRGE CP CORE ALPHA
COM SHS
3,5183,497-213493390.11%-10
SELECT SECTOR SPDR TR
ST STR MATER ETF
15,55616,233+6771,4451,4340.47%-11
ISHARES TR3,0043,00403323200.11%-12
ISHARES TR5,6805,68003453320.11%-13
GLOBAL X FDS
US INFR DEV ETF
14,01514,626+6115585430.18%-15
VAXART INC25,00025,000033170.01%-16
GLOBAL X FDS
MSCI GREECE ETF
91,01290,718-2943,6413,6081.19%-34
SPDR INDEX SHS FDS
ST DOW INTL ETF
78,50683,429+4,9232,0482,0020.66%-46
SPDR SER TR
ST STR CONV ETF
38,38138,127-2542,8032,7470.90%-56
INVESCO EXCH TRD SLF IDX FD122,530120,119-2,4112,8122,7520.90%-60
ISHARES U S ETF TR
SHOR DURA BD ETF
86,17285,164-1,0084,3484,2861.41%-62
EXXON MOBIL CORP64,65864,722+647,5167,4512.45%-65
INVESCO EXCH TRD SLF IDX FD
INVSCO BLSH 26
122,646120,057-2,5892,8432,7690.91%-74
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
50,22049,790-4302,9062,8220.93%-84
SPDR S&P 500 ETF TR(SPY)1,020824-1965354500.15%-85
VANGUARD INDEX FDS1,159895-2645574490.15%-108
NORTHERN LIGHTS FD TR
TOEWS AGLTY DNYM
132,783129,286-3,4972,9862,8710.94%-114
FEDERAL SIGNAL CORP(FSS)87,09986,924-1757,3927,2732.39%-119
ISHARES TR12,89312,831-623,4913,3691.11%-123
INVESCO EXCH TRD SLF IDX FD
BULLETSHS 2030
253,409250,699-2,7106,4956,3672.09%-128
VERIZON COMMUNICATIONS INC(VZ)185,436184,731-7057,7817,6182.51%-163
ISHARES TR1,9491,557-3921,0258520.28%-173
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
123,616120,062-3,5545,7125,4881.80%-224
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