Fund HoldingsMCF Advisors LLC

Total Portfolio Value
$1.42B
Total Bought
$70.56M
Total Sold
$57.11M
Net Transaction
+$13.45M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
ISHARES TR
US TREAS BD ETF
4,482,2845,093,049+610,765105,110117,0388.21%+11,929
SPDR SER TR
ST SHOR CORP ETF
2,013,8132,372,259+358,44660,97870,8364.97%+9,857
SCHWAB STRATEGIC TR1,254,4102,929,208+1,674,79861,44170,4774.95%+9,036
WESBANCO INC(WSBC)0170,955+170,95505,6260.39%+5,626
ISHARES TR663,105740,810+77,70534,86637,2482.61%+2,382
ISHARES TR564,998623,986+58,98814,18115,6311.10%+1,449
APPLE INC(AAPL)89,49688,862-63420,85222,2531.56%+1,400
SPDR S&P 500 ETF TR(SPY)163,905162,643-1,26294,19895,4956.70%+1,297
ISHARES TR025,096+25,09602,6740.19%+2,674
BROADCOM INC(AVGO)14,15014,039-1112,4413,2550.23%+814
VANGUARD INDEX FDS30,05430,028-2611,53912,3250.86%+786
NVIDIA CORPORATION(NVDA)056,942+56,94207,6470.54%+7,647
CHURCHILL DOWNS INC(CHDN)04,440+4,44005950.04%+595
BLACKROCK ETF TRUST II010,972+10,97205710.04%+571
TESLA INC(TSLA)3,2743,474+2008571,4030.10%+546
ATLASSIAN CORPORATION06,126+6,12601,4910.10%+1,491
BLACKROCK INC(BLK)0499+49905110.04%+511
VISA INC(V)10,21210,487+2752,8083,3140.23%+507
ALPHABET INC(GOOG)017,150+17,15003,2460.23%+3,246
ISHARES TR021,033+21,03304880.03%+488
ISHARES TR021,000+21,00004860.03%+486
JPMORGAN CHASE & CO.(JPM)12,84713,289+4422,7093,1860.22%+477
SPDR SER TR
ST STR BLO 1 ETF
080,381+80,38107,3490.52%+7,349
ABRDN ETFS907,873961,290+53,41718,55718,9851.33%+429
ADVISORS INNER CIRCLE FD III
DEMCRATIC LG ETF
011,112+11,11204010.03%+401
CISCO SYS INC(CSCO)025,542+25,54201,5120.11%+1,512
SCHWAB STRATEGIC TR211,388634,061+422,67314,34314,6981.03%+355
ROCKWELL AUTOMATION INC(ROK)1,1912,332+1,1413206670.05%+347
PINNACLE WEST CAP CORP(PNW)06,154+6,15405220.04%+522
AMAZON COM INC(AMZN)019,814+19,81404,3470.31%+4,347
HORMEL FOODS CORP(HRL)027,500+27,50008630.06%+863
WALMART INC(WMT)19,28019,960+6801,5571,8070.13%+250
GENERAL DYNAMICS CORP(GD)02,158+2,15805690.04%+569
GILEAD SCIENCES INC(GILD)4,6686,779+2,1113916260.04%+235
HOME DEPOT INC(HD)6,5067,364+8582,6362,8650.20%+228
FIDELITY COVINGTON TRUST01,308+1,30802420.02%+242
ISHARES TR
CORE HIGH DV ETF
06,338+6,33807110.05%+711
NETFLIX INC(NFLX)01,178+1,17801,0500.07%+1,050
ISHARES TR09,526+9,52608420.06%+842
ISHARES TR20,85020,789-612,4452,6350.18%+190
SNAP ON INC(SNA)01,304+1,30404430.03%+443
NEXTERA ENERGY INC(NEE)15,95121,211+5,2601,3481,5210.11%+172
INVESCO QQQ TR7,2367,234-23,5333,6980.26%+165
VANGUARD WHITEHALL FDS02,563+2,56301740.01%+174
ISHARES TR74,43873,206-1,23242,93743,0953.02%+158
CHEVRON CORP NEW(CVX)09,296+9,29601,3460.09%+1,346
NEOS ETF TRUST
NEOS S&P 500 HI
03,072+3,07201560.01%+156
DISNEY WALT CO(DIS)08,374+8,37409350.07%+935
MICROVISION INC DEL1,003,648983,660-19,9881,1441,2890.09%+144
ISHARES TR
US INFRASTRUC
03,031+3,03101400.01%+140
VANGUARD WORLD FD
INDUSTRIAL ETF
0550+55001400.01%+140
ISHARES TR7,5038,689+1,1869921,1240.08%+132
CLOUDFLARE INC(NET)01,139+1,13901230.01%+123
MORGAN STANLEY(MS)04,273+4,27305370.04%+537
BOEING CO(BA)05,924+5,92401,0490.07%+1,049
WELLS FARGO CO NEW(WFC)07,748+7,74805440.04%+544
CYBERARK SOFTWARE LTD0369+36901230.01%+123
ISHARES TR
IBONDS DEC2026
281,249288,657+7,4086,8346,9480.49%+114
ISHARES TR02,071+2,07101090.01%+109
BANK AMERICA CORP046,242+46,24202,0320.14%+2,032
NIKE INC(NKE)7,75010,384+2,6346867870.06%+101
ASML HOLDING N V
N Y REGISTRY SHS
0142+1420980.01%+98
VORNADO RLTY TR(VNO)03,812+3,81201600.01%+160
10X GENOMICS INC(TXG)06,431+6,4310920.01%+92
COMCAST CORP NEW(CCZ)027,375+27,37501,0270.07%+1,027
SYMBOTIC INC(SYM)03,564+3,5640850.01%+85
ARM HOLDINGS PLC0671+6710830.01%+83
CRISPR THERAPEUTICS AG(CRSP)02,037+2,0370800.01%+80
INTEL CORP(INTC)037,757+37,75707570.05%+757
GE AEROSPACE(GE)02,698+2,69804510.03%+451
BLOCK INC(XYZ)04,048+4,04803440.02%+344
AMERICAN EXPRESS CO(AXP)2,7062,727+217348090.06%+75
HALLIBURTON CO(HAL)08,435+8,43502290.02%+229
AUTOMATIC DATA PROCESSING IN02,522+2,52207420.05%+742
MCKESSON CORP(MCK)0801+80104570.03%+457
ISHARES TR
IBONDS 27 ETF
223,247230,021+6,7745,4415,5110.39%+71
CINCINNATI FINL CORP(CINF)13,41713,202-2151,8371,9080.13%+71
SCHWAB STRATEGIC TR03,744+3,7440790.01%+79
FIDELITY WISE ORIGIN BITCOIN(FBTC)02,450+2,45002000.01%+200
HONEYWELL INTL INC(HON)02,253+2,25305090.04%+509
SPIRIT AEROSYSTEMS HLDGS INC041,228+41,22801,4050.10%+1,405
VANGUARD SCOTTSDALE FDS
VNG RUS1000IDX
0238+2380640.00%+64
PHILLIPS EDISON & CO INC(PECO)05,200+5,20001950.01%+195
CITIGROUP INC(C)07,627+7,62705370.04%+537
CINTAS CORP(CTAS)01,128+1,12802060.01%+206
PALANTIR TECHNOLOGIES INC(PLTR)30,97816,002-14,9761,1521,2100.08%+58
ONEOK INC NEW(OKE)02,771+2,77102780.02%+278
INVESCO EXCH TRADED FD TR II0915+9150640.00%+64
PNC FINL SVCS GROUP INC(PNC)6,7306,73001,2441,2980.09%+54
DISCOVER FINL SVCS03,120+3,12005410.04%+541
DEVON ENERGY CORP NEW(DVN)06,109+6,10902000.01%+200
ISHARES TR08,835+8,83508970.06%+897
MGM RESORTS INTERNATIONAL(MGM)022,075+22,07507650.05%+765
SHOPIFY INC(SHOP)01,840+1,84001960.01%+196
KINDER MORGAN INC DEL(KMI)06,829+6,82901870.01%+187
ISHARES TR016,179+16,17907990.06%+799
OREILLY AUTOMOTIVE INC(ORLY)869881+121,0011,0450.07%+44
AMERICAN FINL GROUP INC OHIO04,358+4,35805970.04%+597
SELECT SECTOR SPDR TR
ST STR FINL ETF
13,63413,63406186590.05%+41
GE VERNOVA INC(GEV)555550-51421810.01%+40
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