Fund HoldingsSMI Advisory Services, LLC

Total Portfolio Value
$451.67M
Total Bought
$136.48M
Total Sold
$90.50M
Net Transaction
+$45.98M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
ETF OPPORTUNITIES TRUST
SMI FULL ETF
02,257,269+2,257,269061,96213.72%+61,962
SPDR SER TR
ST STR SP REGBNK
0372,078+372,078020,7774.60%+20,777
ISHARES TR065,470+65,470010,8062.39%+10,806
SPDR S&P 500 ETF TR(SPY)63,89173,625+9,73435,51242,1869.34%+6,674
SPDR SER TR
ST STR SP HOME
048,404+48,40405,8731.30%+5,873
ISHARES TR40,446132,264+91,8182,1677,9701.76%+5,803
FIDELITY COVINGTON TRUST51,506188,173+136,6672,2548,0481.78%+5,794
ISHARES TR042,230+42,23005,2251.16%+5,225
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
25,18363,905+38,7222,0495,6651.25%+3,616
SPDR GOLD TR(GLD)65,89367,734+1,84114,40216,5953.67%+2,193
INVESCO EXCH TRD SLF IDX FD2,592,8012,667,284+74,48353,17855,05312.19%+1,874
VANGUARD BD INDEX FDS347,790354,455+6,66526,17127,3996.07%+1,228
SPROTT PHYSICAL GOLD TR(PHYS)295,286309,102+13,8165,4246,3611.41%+937
VANGUARD INDEX FDS56,49056,928+4389,47110,3482.29%+877
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
213,420222,150+8,73043,71944,5549.86%+835
ISHARES TR24,58524,998+41313,74114,3913.19%+650
ISHARES TR81,09883,032+1,9347,2307,6811.70%+451
FIDELITY WISE ORIGIN BITCOIN(FBTC)94,98494,315-6694,8065,1461.14%+340
VANGUARD INDEX FDS02,736+2,73602600.06%+260
HUBBELL INC(HUBB)4,2624,26201,5821,8310.41%+250
ISHARES TR50,38251,079+6975,3825,5881.24%+206
VANGUARD WORLD FD
ENERGY ETF
16,58016,603+232,0642,1590.48%+95
ISHARES INC
MSCI GBL ETF NEW
47,94448,146+2021,9932,0820.46%+90
SCHWAB STRATEGIC TR153,940153,762-1787,4057,4741.65%+70
ISHARES INC
MSCI JAPAN ETF
29,45429,482+282,0622,1190.47%+57
ISHARES TR6,4426,393-495195620.12%+43
SCHWAB STRATEGIC TR3,9974,470+4732623030.07%+41
VANGUARD INDEX FDS2,0042,009+51,0241,0580.23%+34
VANGUARD INDEX FDS1,3121,387+752112420.05%+32
VANGUARD INDEX FDS4,0764,048-281,0401,0650.24%+25
DNP SELECT INCOME FD INC(DNP)14,95815,283+3251241470.03%+23
SPDR INDEX SHS FDS
ST STR ACWI ETF
18,22417,947-2775255460.12%+21
WISDOMTREE TR(WT)10,57810,696+1184584740.11%+17
ISHARES TR2,2462,217-296816960.15%+15
VANGUARD BD INDEX FDS7,1957,19505215340.12%+13
SPDR SER TR
ST SHO TREAS ETF
37,45437,350-1041,0811,0900.24%+9
SPDR SER TR
ST STR PR SP1500
3,4453,44502332410.05%+8
VANGUARD INTL EQUITY INDEX F9,2028,836-3665495560.12%+7
GOLDMAN SACHS ETF TR2,8052,80502142210.05%+6
ISHARES TR3,0233,039+162472510.06%+4
SCHWAB STRATEGIC TR10,58510,252-3335645660.13%+2
CO-DIAGNOSTICS INC28,00028,000034360.01%+1
VANGUARD SPECIALIZED FUNDS1,3291,229-1002442420.05%-2
VANGUARD INDEX FDS638623-152482390.05%-9
SPDR SER TR
ST STR P400MID
9,7988,870-9284964850.11%-11
NVIDIA CORPORATION(NVDA)4,2804,406+1265625500.12%-12
ELI LILLY & CO(LLY)1,0121,027+159439110.20%-32
RBB FD INC
F/M US TREASURY
43,12742,371-7562,1512,1130.47%-38
INVESCO EXCH TRD SLF IDX FD54,32452,153-2,1711,1451,1020.24%-43
SCHWAB STRATEGIC TR1,9370-1,9372030-203
ISHARES TR3,2030-3,2032540-254
ISHARES TR165,121147,297-17,82412,76711,7252.60%-1,042
ISHARES TR66,41334,983-31,4303,6711,9980.44%-1,673
ISHARES INC
MSCI EMRG CHN
60,15431,177-28,9773,6761,8760.42%-1,800
SPDR SER TR
ST STR SP DIV
69,30048,770-20,5308,7486,8701.52%-1,878
ISHARES TR153,933128,456-25,47714,21612,2742.72%-1,942
INNOVATOR ETFS TRUST
US SML CP PWR B
56,9880-56,9881,9850-1,985
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
193,863153,460-40,40315,58512,7072.81%-2,878
ISHARES TR15,2390-15,2393,9890-3,989
SPDR SER TR
ST STR NYSE TECH
27,5860-27,5865,5760-5,576
SELECT SECTOR SPDR TR
ST STR SVC ETF
63,9270-63,9275,5770-5,577
SPDR INDEX SHS FDS
ST MAR DIVID ETF
174,8130-174,8136,3000-6,300
ISHARES TR50,41433,188-17,22619,10412,4372.75%-6,667
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
1,567,9080-1,567,90822,0450-22,045
VANGUARD BD INDEX FDS339,2170-339,21726,0550-26,055
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