Fund HoldingsSMI Advisory Services, LLC

Total Portfolio Value
$517.53M
Total Bought
$107.57M
Total Sold
$49.30M
Net Transaction
+$58.28M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
ETF OPPORTUNITIES TRUST
SMI REAL ETF
7,015,3427,190,315+174,973157,314185,40235.82%+28,088
FIRST TR EXCHANGE-TRADED FD
COMMON SHS
01,247,631+1,247,631019,3383.74%+19,338
VANECK ETF TRUST
URANI NUCLE ETF
086,652+86,65209,9151.92%+9,915
SPDR SERIES TRUST
ST STR SP AERO
045,380+45,38009,8681.91%+9,868
ETF OPPORTUNITIES TRUST
SMI FULL ETF
2,788,1912,843,641+55,45063,90573,70714.24%+9,802
GLOBAL X FDS
DEFENSE TECH ETF
0159,858+159,85809,7241.88%+9,724
ISHARES TR31,20134,638+3,43715,79921,7274.20%+5,927
CAMBRIA ETF TR676,551690,431+13,88015,10418,9353.66%+3,831
SPINNAKER ETF SERIES
SELE STO EUR ETF
215,802234,206+18,4046,3949,9841.93%+3,590
SPDR GOLD TR(GLD)138,971134,444-4,52738,03841,4448.01%+3,406
VANGUARD INDEX FDS68,05766,197-1,86010,49012,9942.51%+2,503
VANGUARD INDEX FDS01,878+1,87801,0770.21%+1,077
SPROTT PHYSICAL GOLD TR(PHYS)345,285341,901-3,3847,8798,7561.69%+877
ELI LILLY & CO(LLY)01,083+1,08308550.17%+855
VANGUARD BD INDEX FDS304,410314,776+10,36623,21124,0364.64%+825
USCF ETF TR
SUMMERHAVEN K1
905,304845,064-60,24017,76718,4983.57%+732
ISHARES TR01,957+1,95706710.13%+671
ISHARES TR01,403+1,40306050.12%+605
EXXON MOBIL CORP05,334+5,33405990.12%+599
SPDR S&P 500 ETF TR(SPY)4,2434,366+1232,1402,7250.53%+585
HUBBELL INC(HUBB)4,1964,19601,3301,7560.34%+426
HOWMET AEROSPACE INC(HWM)01,925+1,92503550.07%+355
NVIDIA CORPORATION(NVDA)4,4004,40004307540.15%+324
ISHARES TR012,762+12,76203210.06%+321
VANGUARD INDEX FDS0595+59502650.05%+265
VANGUARD SPECIALIZED FUNDS01,229+1,22902520.05%+252
BROADCOM INC(AVGO)0884+88402480.05%+248
VANGUARD INDEX FDS01,398+1,39802470.05%+247
INVESCO EXCH TRADED FD TR II
SHORT TERM ETF
01,960+1,96002070.04%+207
SCHWAB STRATEGIC TR349,794358,022+8,2288,5108,6891.68%+179
VANGUARD INDEX FDS2,7962,784-126488020.15%+154
SCHWAB STRATEGIC TR19,63119,633+24775920.11%+115
VANGUARD INTL EQUITY INDEX F8,2918,174-1174535480.11%+96
SPDR INDEX SHS FDS
ST STR ACWI ETF
17,41016,628-7824635410.10%+78
ISHARES TR6,1325,891-2414685460.11%+78
SPDR SERIES TRUST
ST STR P400MID
8,0898,070-193714440.09%+73
SPDR SERIES TRUST
ST STR PR SP1500
3,4453,44502112610.05%+49
INNOVATOR ETFS TRUST
EQUITY JAN 20227
26,56326,56306537020.14%+49
GOLDMAN SACHS ETF TR2,6832,68301862320.04%+46
SPDR SERIES TRUST
ST STR P500ETF
5,5665,089-4773303740.07%+43
WISDOMTREE TR(WT)11,29812,081+7834865210.10%+36
INVESCO EXCH TRD SLF IDX FD
BULSHS 2027 CB
14,29615,824+1,5282793110.06%+32
INNOVATOR ETFS TRUST
US EQT ULTRA BFR
5,8275,82701812010.04%+19
DNP SELECT INCOME FD INC(DNP)15,92416,357+4331431590.03%+16
FIDELITY WISE ORIGIN BITCOIN(FBTC)3,8782,570-1,3082642680.05%+3
CO-DIAGNOSTICS INC28,00028,0000970.00%-2
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 CB
19,37718,018-1,3593773520.07%-25
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
7,2945,419-1,8751,2731,2430.24%-30
VANGUARD BD INDEX FDS7,3276,509-8185344730.09%-61
OLO INC10,5610-10,561620-62
SPDR SERIES TRUST
ST SHO TREAS ETF
13,97411,627-2,3474083390.07%-69
SPDR SER TR
ST STR AGGRE ETF
2,9750-2,975750-75
INNOVATOR ETFS TRUST
US EQT ULTRA BF
3,4430-3,443980-98
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2029
5,6490-5,6491040-104
INVESCO EXCH TRD SLF IDX FD
INVSCO BLSH 28
6,5260-6,5261320-132
INNOVATOR ETFS TRUST
US EQTY ULTRA B
5,1230-5,1231690-169
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
4,3300-4,3303490-349
ISHARES TR94,2920-94,29215,9510-15,951
INVESCO EXCH TRD SLF IDX FD2,358,6601,189,152-1,169,50848,77724,6514.76%-24,126
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