Fund HoldingsSMI Advisory Services, LLC

Total Portfolio Value
$442.24M
Total Bought
$250.31M
Total Sold
$241.40M
Net Transaction
+$8.91M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ETF OPPORTUNITIES TRUST
SMI REAL ETF
07,015,342+7,015,3420157,31435.57%+157,314
SPDR GOLD TR(GLD)47,342138,971+91,62911,63438,0388.60%+26,404
USCF ETF TR
SUMMERHAVEN K1
0905,304+905,304017,7674.02%+17,767
ISHARES TR094,292+94,292015,9513.61%+15,951
CAMBRIA ETF TR0676,551+676,551015,1043.42%+15,104
SPINNAKER ETF SERIES
SELE STO EUR ETF
0215,802+215,80206,3941.45%+6,394
ETF OPPORTUNITIES TRUST
SMI FULL ETF
2,322,5302,788,191+465,66160,45563,90514.45%+3,450
SPROTT PHYSICAL GOLD TR(PHYS)216,469345,285+128,8164,4387,8791.78%+3,442
SCHWAB STRATEGIC TR299,372349,794+50,4227,2158,5101.92%+1,296
ISHARES TR25,34931,201+5,85214,80915,7993.57%+991
INNOVATOR ETFS TRUST
EQUITY JAN 20227
026,563+26,56306530.15%+653
SPDR SER TR
ST STR P500ETF
05,566+5,56603300.07%+330
INNOVATOR ETFS TRUST
US EQT ULTRA BFR
05,827+5,82701810.04%+181
INNOVATOR ETFS TRUST
US EQTY ULTRA B
05,123+5,12301690.04%+169
INVESCO EXCH TRD SLF IDX FD
INVSCO BLSH 28
06,526+6,52601320.03%+132
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 CB
12,66119,377+6,7162463770.09%+131
VANGUARD INDEX FDS54,74168,057+13,31610,36210,4902.37%+128
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2029
05,649+5,64901040.02%+104
VANGUARD BD INDEX FDS6,1277,327+1,2004365340.12%+98
INNOVATOR ETFS TRUST
US EQT ULTRA BF
03,443+3,4430980.02%+98
SPDR SER TR
ST STR AGGRE ETF
02,975+2,9750750.02%+75
OLO INC010,561+10,5610620.01%+62
WISDOMTREE TR(WT)10,69511,298+6034534860.11%+33
INVESCO EXCH TRD SLF IDX FD
BULSHS 2027 CB
14,13614,296+1602752790.06%+4
DNP SELECT INCOME FD INC(DNP)15,70915,924+2151441430.03%-1
CO-DIAGNOSTICS INC28,00028,00002190.00%-12
SPDR INDEX SHS FDS
ST STR ACWI ETF
17,80117,410-3914894630.10%-26
GOLDMAN SACHS ETF TR2,6832,68302151860.04%-29
SPDR SER TR
ST STR PR SP1500
3,4453,44502442110.05%-33
VANGUARD INTL EQUITY INDEX F8,8498,291-5585004530.10%-48
ISHARES TR6,2456,132-1135514680.11%-83
SCHWAB STRATEGIC TR20,04719,631-4165644770.11%-87
SPDR SER TR
ST STR P400MID
8,4498,089-3604623710.08%-91
VANGUARD INDEX FDS2,9042,796-1087776480.15%-130
NVIDIA CORPORATION(NVDA)4,4064,400-65874300.10%-157
HOWMET AEROSPACE INC(HWM)1,9250-1,9252210-221
VANGUARD INDEX FDS1,3980-1,3982370-237
VANGUARD SPECIALIZED FUNDS1,2290-1,2292390-239
VANGUARD INDEX FDS6180-6182510-251
SCHWAB STRATEGIC TR17,2930-17,2933990-399
HUBBELL INC(HUBB)4,2624,196-661,7921,3300.30%-463
ISHARES TR2,2000-2,2007040-704
SPDR SER TR
ST SHO TREAS ETF
39,38613,974-25,4121,1394080.09%-731
VANGUARD WORLD FD
ENERGY ETF
6,0930-6,0937780-778
ELI LILLY & CO(LLY)1,0260-1,0268180-818
VANGUARD INDEX FDS1,9750-1,9751,0560-1,056
ISHARES INC
MSCI EMRG CHN
30,8560-30,8561,6930-1,693
ISHARES INC
MSCI JAPAN ETF
29,7610-29,7611,9470-1,947
ISHARES INC
MSCI GBL ETF NEW
58,6320-58,6322,0620-2,062
ISHARES TR39,7010-39,7012,0620-2,062
RBB FD INC
F/M US TREASURY
41,5780-41,5782,0760-2,076
ISHARES TR66,0250-66,0253,6880-3,688
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
42,6660-42,6663,7480-3,748
VANGUARD BD INDEX FDS367,148304,410-62,73827,08823,2115.25%-3,877
ISHARES TR48,6150-48,6155,1640-5,164
FIDELITY WISE ORIGIN BITCOIN(FBTC)68,6893,878-64,8115,6182640.06%-5,354
ISHARES TR64,2940-64,2945,4930-5,493
ISHARES TR76,4290-76,4296,7750-6,775
INVESCO EXCH TRD SLF IDX FD2,753,2602,358,660-394,60056,93748,77711.03%-8,160
FIDELITY COVINGTON TRUST195,1890-195,1898,9960-8,996
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
119,0774,330-114,7479,4273490.08%-9,078
SPDR SER TR
ST STR SP REGBNK
159,2450-159,2459,4240-9,424
SPDR SER TR
ST STR SP DIV
73,2250-73,2259,5130-9,513
ISHARES TR40,8410-40,84111,6140-11,614
ISHARES TR32,8960-32,89613,0490-13,049
ISHARES TR188,1800-188,18014,7740-14,774
SPDR S&P 500 ETF TR(SPY)84,2334,243-79,99048,9722,1400.48%-46,832
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
292,0057,294-284,71160,7781,2730.29%-59,505
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