Fund HoldingsMCF Advisors LLC

Total Portfolio Value
$1.39B
Total Bought
$27.77M
Total Sold
$78.76M
Net Transaction
-$50.99M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ISHARES TR
CORE MSCI INTL
01,568,484+1,568,4840108,0537.77%+108,053
BLACKROCK ETF TRUST II10,97298,639+87,6675715,1670.37%+4,596
VANGUARD INDEX FDS036,818+36,81806,3600.46%+6,360
SPDR SER TR
ST STR BLO 1 ETF
80,381113,066+32,6857,34910,3710.75%+3,022
ISHARES TR
CORE MSCI EAFE
0435,001+435,001032,9082.37%+32,908
ISHARES INC
CORE MSCI EMKT
01,250,412+1,250,412067,4854.85%+67,485
ISHARES TR623,986671,825+47,83915,63116,8961.22%+1,266
VANGUARD MUN BD FDS026,048+26,04801,2920.09%+1,292
ISHARES TR
IBONDS 27 ETF
230,021271,551+41,5305,5116,5660.47%+1,055
MICROVISION INC DEL983,6601,851,660+868,0001,2892,2960.17%+1,007
ABRDN ETFS961,290925,881-35,40918,98519,8691.43%+884
BERKSHIRE HATHAWAY INC DEL01+107980.06%+798
BERKSHIRE HATHAWAY INC DEL07,273+7,27303,8730.28%+3,873
HONEYWELL INTL INC(HON)2,2534,602+2,3495099740.07%+466
ABBVIE INC(ABBV)010,796+10,79602,2620.16%+2,262
VANGUARD STAR FDS013,158+13,15808170.06%+817
ISHARES TR0376,887+376,88708,7170.63%+8,717
REPUBLIC BANCORP INC KY(RBCAA)04,000+4,00002570.02%+257
AMGEN INC(AMGN)05,351+5,35101,6670.12%+1,667
EXXON MOBIL CORP021,213+21,21302,5230.18%+2,523
VANGUARD BD INDEX FDS03,351+3,35102460.02%+246
ISHARES TR
IBDS DEC28 ETF
0278,277+278,27707,0290.51%+7,029
ISHARES TR16,17920,311+4,1327991,0200.07%+221
VISA INC(V)10,48710,071-4163,3143,5290.25%+215
JOHNSON & JOHNSON(JNJ)014,371+14,37102,3830.17%+2,383
ISHARES TR0162,334+162,33403,5260.25%+3,526
ISHARES TR0144,657+144,65703,0020.22%+3,002
CHEVRON CORP NEW(CVX)9,2969,106-1901,3461,5230.11%+177
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
03,701+3,70101810.01%+181
BITWISE BITCOIN ETF TR(BITB)03,708+3,70801660.01%+166
ISHARES TR0100,772+100,77202,5180.18%+2,518
ISHARES TR072,151+72,15101,8440.13%+1,844
RTX CORPORATION(RTX)09,863+9,86301,3060.09%+1,306
PALANTIR TECHNOLOGIES INC(PLTR)16,00216,032+301,2101,3530.10%+143
OREILLY AUTOMOTIVE INC(ORLY)881828-531,0451,1860.09%+141
TILRAY BRANDS INC0200,000+200,00001320.01%+132
CROWN CASTLE INC(CCI)06,588+6,58806870.05%+687
US BANCORP DEL(USB)08,335+8,33503550.03%+355
PHILIP MORRIS INTL INC(PM)03,270+3,27005220.04%+522
HEALTH CATALYST INC025,000+25,00001130.01%+113
EOS ENERGY ENTERPRISES INC(EOSE)029,093+29,09301100.01%+110
COCA COLA CO(KO)015,331+15,33101,1050.08%+1,105
VANGUARD INTL EQUITY INDEX F084,346+84,34603,8180.27%+3,818
SPDR INDEX SHS FDS
ST STR PO EX ETF
040,996+40,99601,4930.11%+1,493
INTEL CORP(INTC)37,75737,380-3777578490.06%+92
MCDONALDS CORP(MCD)04,748+4,74801,4830.11%+1,483
ISHARES TR02,280+2,2800860.01%+86
ISHARES TR
CORE HIGH DV ETF
6,3386,580+2427117970.06%+86
ALTRIA GROUP INC(MO)013,871+13,87108460.06%+846
PROGRESSIVE CORP(PGR)02,049+2,04905800.04%+580
MEDICAL PPTYS TRUST INC(MPT)039,345+39,34502400.02%+240
OKTA INC(OKTA)03,035+3,03503190.02%+319
ELI LILLY & CO(LLY)02,472+2,47202,0410.15%+2,041
GILEAD SCIENCES INC(GILD)6,7796,291-4886267050.05%+79
AT&T INC(T)015,093+15,09304270.03%+427
NEOS ETF TRUST
NEOS S&P 500 HI
3,0724,868+1,7961562330.02%+77
BLACKSTONE MTG TR INC(BXMT)029,086+29,08605950.04%+595
GE AEROSPACE(GE)2,6982,613-854515240.04%+73
ABBOTT LABS04,099+4,09905440.04%+544
SPDR SER TR
ST STR BL 12 ETF
014,810+14,81001,4730.11%+1,473
WASTE MGMT INC DEL(WM)03,476+3,47608050.06%+805
EXCHANGE TRADED CONCEPTS TRU010,367+10,36701260.01%+126
3M CO(MMM)04,518+4,51806640.05%+664
HUMANA INC(HUM)03,258+3,25808640.06%+864
AMERICAN INTL GROUP INC05,108+5,10804440.03%+444
PHILLIPS 66(PSX)06,668+6,66808230.06%+823
SIRIUSXM HOLDINGS INC(SIRI)02,794+2,7940630.00%+63
MCKESSON CORP(MCK)801753-484575070.04%+50
MARSH & MCLENNAN COS INC(MRSH)01,706+1,70604160.03%+416
PFIZER INC(PFE)020,479+20,47905190.04%+519
DBX ETF TR0851+8510430.00%+43
CHEMED CORP NEW(CHE)0500+50003080.02%+308
AMERICAN ELEC PWR CO INC02,284+2,28402500.02%+250
KIMBERLY-CLARK CORP(KMB)04,636+4,63606650.05%+665
INTERNATIONAL BUSINESS MACHS(IBM)01,806+1,80604490.03%+449
XPENG INC(XPEV)04,606+4,6060950.01%+95
VANGUARD TAX-MANAGED FDS02,476+2,47601260.01%+126
PINNACLE WEST CAP CORP(PNW)6,1545,892-2625225610.04%+40
ISHARES TR
MSCI INDIA ETF
0914+9140470.00%+47
NORTHWEST NAT HLDG CO(NWN)0900+9000380.00%+38
VANGUARD INDEX FDS01,931+1,93103330.02%+333
COSTCO WHSL CORP NEW(COST)0654+65406190.04%+619
ISHARES TR
IBONDS DEC2026
288,657288,466-1916,9486,9840.50%+36
DEERE & CO(DE)0814+81403830.03%+383
DEVON ENERGY CORP NEW(DVN)6,1096,291+1822002350.02%+35
INVESCO EXCH TRADED FD TR II0675+6750350.00%+35
CISCO SYS INC(CSCO)25,54225,060-4821,5121,5460.11%+34
ANNALY CAPITAL MANAGEMENT IN01,745+1,7450370.00%+37
FIRST TR EXCHANGE-TRADED FD
NO AMER ENERGY
017,283+17,28306480.05%+648
WISDOMTREE TR(WT)05,885+5,88503240.02%+324
HARTFORD INSURANCE GROUP INC(HIG)03,230+3,23004010.03%+401
DUKE ENERGY CORP NEW(DUK)03,082+3,08203760.03%+376
PROCTER AND GAMBLE CO(PG)040,934+40,93406,9760.50%+6,976
ISHARES TR08,336+8,33604110.03%+411
SCHWAB CHARLES CORP(SCHW)06,635+6,63505190.04%+519
BRISTOL-MYERS SQUIBB CO(BMY)07,109+7,10904340.03%+434
NETFLIX INC(NFLX)1,1781,158-201,0501,0800.08%+30
WESTERN UN CO(WU)03,397+3,3970360.00%+36
MARKEL GROUP INC(MKL)0200+20003740.03%+374
ENTERPRISE PRODS PARTNERS L(EPD)010,308+10,30803520.03%+352
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