Fund HoldingsJ2 Capital Management Inc

Total Portfolio Value
$106.57M
Total Bought
$106.57M
Total Sold
$0
Net Transaction
+$106.57M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
ISHARES TR
TRS FLT RT BD
0339,028+339,028017,11116.06%+17,111
SPDR SER TR
ST STR BLO 1 ETF
082,392+82,39207,5337.07%+7,533
ISHARES TR054,374+54,37405,4555.12%+5,455
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
089,574+89,57405,1534.84%+5,153
ISHARES GOLD TR(IAU)088,080+88,08004,3614.09%+4,361
ISHARES TR036,158+36,15803,8533.62%+3,853
ISHARES TR
CORE HIGH DV ETF
029,415+29,41503,3023.10%+3,302
PACER FDS TR
TRENDP US LAR CP
048,104+48,10402,5712.41%+2,571
PACER FDS TR
TRENDP US MID CP
061,340+61,34002,2632.12%+2,263
ISHARES TR03,538+3,53802,0831.95%+2,083
STRATEGIC TRUST
RUNNING GWTH ETF
058,615+58,61501,9211.80%+1,921
ISHARES INC
MSCI EMRG CHN
032,877+32,87701,8231.71%+1,823
STRATEGY SHS
DAY HAGAN SMART
042,921+42,92101,8061.69%+1,806
SSGA ACTIVE ETF TR
ST STR BL LN ETF
041,504+41,50401,7321.63%+1,732
SPDR SER TR
ST STR R2K LOWV
011,782+11,78201,5041.41%+1,504
SPDR GOLD TR(GLD)05,808+5,80801,4061.32%+1,406
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
092,549+92,54901,2021.13%+1,202
AMAZON COM INC(AMZN)05,084+5,08401,1151.05%+1,115
ISHARES TR011,223+11,22309990.94%+999
APPLE INC(AAPL)03,761+3,76109420.88%+942
VANGUARD SPECIALIZED FUNDS04,613+4,61309030.85%+903
ALPHABET INC(GOOG)04,689+4,68908880.83%+888
KROGER CO(KR)013,364+13,36408170.77%+817
JPMORGAN CHASE & CO.(JPM)03,189+3,18907640.72%+764
VANGUARD TAX-MANAGED FDS015,951+15,95107630.72%+763
VANGUARD INDEX FDS02,950+2,95007090.67%+709
ALPS ETF TR
ALERIAN MLP
014,168+14,16806820.64%+682
SELECT SECTOR SPDR TR
ST STR UTIL ETF
08,862+8,86206710.63%+671
CUMMINS INC(CMI)01,877+1,87706540.61%+654
CENCORA INC02,842+2,84206390.60%+639
VERIZON COMMUNICATIONS INC(VZ)015,906+15,90606360.60%+636
VANGUARD INDEX FDS02,339+2,33906180.58%+618
SPDR S&P 500 ETF TR(SPY)01,040+1,04006100.57%+610
INVESCO QQQ TR01,178+1,17806020.57%+602
GSK PLC(GSK)017,613+17,61305960.56%+596
CAL MAINE FOODS INC(CALM)05,679+5,67905840.55%+584
BUILDERS FIRSTSOURCE INC(BLDR)04,078+4,07805830.55%+583
DIAMONDBACK ENERGY INC(FANG)03,508+3,50805750.54%+575
KELLANOVA07,090+7,09005740.54%+574
CATERPILLAR INC(CAT)01,577+1,57705720.54%+572
CISCO SYS INC(CSCO)09,257+9,25705480.51%+548
GENERAL MLS INC(GIS)08,577+8,57705470.51%+547
MCDONALDS CORP(MCD)01,860+1,86005390.51%+539
INVESCO EXCH TRADED FD TR II
S&P SMLCAP QTY
012,721+12,72105390.51%+539
PACCAR INC(PCAR)05,046+5,04605250.49%+525
MORGAN STANLEY(MS)04,150+4,15005220.49%+522
AFLAC INC(AFL)05,002+5,00205170.49%+517
TENARIS S A(TS)013,569+13,56905130.48%+513
AUTOZONE INC(AZO)0160+16005120.48%+512
LOCKHEED MARTIN CORP(LMT)01,035+1,03505030.47%+503
BP PLC(BP)016,795+16,79504960.47%+496
POWELL INDS INC(POWL)02,231+2,23104950.46%+495
ONEOK INC NEW(OKE)04,868+4,86804890.46%+489
LULULEMON ATHLETICA INC(LULU)01,271+1,27104860.46%+486
PHILLIPS 66(PSX)04,199+4,19904780.45%+478
ULTA BEAUTY INC(ULTA)01,097+1,09704770.45%+477
INTERDIGITAL INC(IDCC)02,460+2,46004770.45%+477
SPDR INDEX SHS FDS
ST STR NAT ETF
09,196+9,19604580.43%+458
M & T BK CORP(MTB)02,420+2,42004550.43%+455
KINSALE CAP GROUP INC(KNSL)0971+97104520.42%+452
3M CO(MMM)03,497+3,49704510.42%+451
SPROTT PHYSICAL GOLD TR(PHYS)022,333+22,33304500.42%+450
CHENIERE ENERGY INC(LNG)02,066+2,06604440.42%+444
ISHARES BITCOIN TRUST ETF(IBIT)08,300+8,30004400.41%+440
AMERICAN ELEC PWR CO INC04,548+4,54804190.39%+419
BJS WHSL CLUB HLDGS INC(BJ)04,692+4,69204190.39%+419
CF INDS HLDGS INC(CF)04,891+4,89104170.39%+417
EXXON MOBIL CORP03,825+3,82504110.39%+411
STEEL DYNAMICS INC(STLD)03,593+3,59304100.38%+410
EOG RES INC(EOG)03,233+3,23303960.37%+396
COPART INC(CPRT)06,544+6,54403760.35%+376
PROGRESSIVE CORP(PGR)01,535+1,53503680.35%+368
ELI LILLY & CO(LLY)0462+46203570.33%+357
TEREX CORP NEW(TEX)07,628+7,62803530.33%+353
HERSHEY CO(HSY)02,053+2,05303480.33%+348
GENUINE PARTS CO(GPC)02,974+2,97403470.33%+347
MOLINA HEALTHCARE INC(MOH)01,185+1,18503450.32%+345
FORD MTR CO(F)034,835+34,83503450.32%+345
HEICO CORP NEW01,841+1,84103430.32%+343
BERRY GLOBAL GROUP INC05,291+5,29103420.32%+342
NUCOR CORP(NUE)02,917+2,91703400.32%+340
HOULIHAN LOKEY INC(HLI)01,929+1,92903350.31%+335
SCHWAB STRATEGIC TR012,114+12,11403310.31%+331
TOTALENERGIES SE(TTE)05,763+5,76303140.29%+314
DTE ENERGY CO(DTB)02,528+2,52803050.29%+305
SCHWAB STRATEGIC TR011,724+11,72403030.28%+303
LYONDELLBASELL INDUSTRIES N
SHS - A -
04,065+4,06503020.28%+302
VANGUARD WHITEHALL FDS02,348+2,34803000.28%+300
PALO ALTO NETWORKS INC(PANW)01,637+1,63702980.28%+298
WEX INC(WEX)01,688+1,68802960.28%+296
STMICROELECTRONICS N V(STM)011,813+11,81302950.28%+295
COLGATE PALMOLIVE CO(CL)03,231+3,23102940.28%+294
ISHARES TR03,567+3,56702920.27%+292
EAGLE MATLS INC(EXP)01,152+1,15202840.27%+284
MSCI INC(MSCI)0456+45602740.26%+274
VERTEX PHARMACEUTICALS INC(VRTX)0671+67102700.25%+270
INVESCO EXCH TRADED FD TR II04,649+4,64902570.24%+257
MOODYS CORP(MCO)0537+53702540.24%+254
SPDR SER TR
ST STR SP AERO
01,431+1,43102370.22%+237
VALUED ADVISERS TR
REGAN FLTG RATE
09,326+9,32602370.22%+237
Page 1 of 1