Fund HoldingsDel-Sette Capital Management, LLC

Total Portfolio Value
$143.81M
Total Bought
$45.20M
Total Sold
$32.70M
Net Transaction
+$12.50M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
FIRST TR EXCHANGE-TRADED FD0184,922+184,92207,7435.38%+7,743
APPLOVIN CORP(APP)010,303+10,30303,6072.51%+3,607
SNOWFLAKE INC(SNOW)015,079+15,07903,3742.35%+3,374
CRISPR THERAPEUTICS AG(CRSP)063,843+63,84303,1052.16%+3,105
SEA LTD(SE)019,337+19,33703,0932.15%+3,093
SPOTIFY TECHNOLOGY S A(SPOT)03,831+3,83102,9402.04%+2,940
AMAZON COM INC(AMZN)2,80515,271+12,4665343,3502.33%+2,817
CROWDSTRIKE HLDGS INC(CRWD)04,852+4,85202,4711.72%+2,471
RH(RH)012,246+12,24602,3151.61%+2,315
INVESCO EXCH TRADED FD TR II058,781+58,78101,9471.35%+1,947
ISHARES TR
MSCI USA MMENTM
07,674+7,67401,8441.28%+1,844
NVIDIA CORPORATION(NVDA)26,46228,032+1,5702,8684,4293.08%+1,561
PHILIP MORRIS INTL INC(PM)14,63217,844+3,2122,3233,2502.26%+927
NETFLIX INC(NFLX)2,6962,545-1512,5143,4082.37%+894
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
015,961+15,96108320.58%+832
INVESCO EXCH TRADED FD TR II018,421+18,42108150.57%+815
CAMBRIA ETF TR132,649150,311+17,6623,2834,0932.85%+810
INVESCO EXCHANGE TRADED FD T
BUYBACK ACHIEV
06,550+6,55008100.56%+810
INVESCO EXCHANGE TRADED FD T
BLOO AN RATI ETF
011,042+11,04207840.54%+784
AT&T INC(T)83,102107,740+24,6382,3503,1182.17%+768
WILLIAMS COS INC(WMB)45,65855,209+9,5512,7293,4682.41%+739
SIMON PPTY GROUP INC NEW(SPG)13,74717,346+3,5992,2832,7891.94%+505
INTERNATIONAL BUSINESS MACHS(IBM)11,07611,013-632,7543,2462.26%+492
INVESCO QQQ TR0800+80004420.31%+442
INNOVATOR ETFS TRUST
IBD 50 ETF
12,57020,524+7,9543396670.46%+328
INVESCO EXCH TRADED FD TR II80,56473,119-7,4453,0683,3602.34%+292
BROADCOM INC(AVGO)01,010+1,01002780.19%+278
ALPS ETF TR
INTL SEC DV DOG
431,269409,985-21,28413,65113,9079.67%+255
INVESCO EXCH TRADED FD TR II148,477138,054-10,4232,6992,8912.01%+192
META PLATFORMS INC(META)1,0511,05106067760.54%+170
ISHARES TR14,30014,30001,1691,2780.89%+110
MICROSOFT CORP(MSFT)89689603364460.31%+109
ALPS ETF TR
EM SECT DIV DG
524,712499,550-25,16211,01911,0407.68%+20
ISHARES TR131,385118,572-12,8135,7425,7203.98%-22
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
4,8184,346-4722882600.18%-28
WISDOMTREE TR(WT)164,949164,390-5595,2725,2213.63%-51
PIMCO ETF TR
ACTIVE BD ETF
48,21746,378-1,8394,4594,2752.97%-183
DIMENSIONAL ETF TRUST
INTL SMALL CAP V
22,94013,865-9,0756684560.32%-212
GOLDMAN SACHS ETF TR3,3520-3,3522550-255
INVESCO EXCHANGE TRADED FD T
S&P SMCP VLU MNT
16,67510,677-5,9988375550.39%-282
VANGUARD INDEX FDS4,4983,124-1,3741,6681,3700.95%-298
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
114,39197,868-16,5234,5024,1922.91%-311
BRISTOL-MYERS SQUIBB CO(BMY)33,62536,849+3,2242,0511,7061.19%-345
SCHWAB STRATEGIC TR13,5670-13,5673790-379
AMERICAN CENTY ETF TR59,91948,618-11,3015,2234,4293.08%-794
VANGUARD ADMIRAL FDS INC49,32538,772-10,5535,2724,4373.09%-835
SPDR INDEX SHS FDS
ST STR EU 50 ETF
74,73351,614-23,1194,0663,0832.14%-983
ALPHABET INC(GOOG)12,4283,645-8,7831,9426470.45%-1,295
APPLE INC(AAPL)13,3695,566-7,8032,9701,1420.79%-1,828
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
50,3585,650-44,7088,7241,0270.71%-7,697
ALPS ETF TR
SECTR DIV DOGS
317,96458,722-259,24218,4743,3752.35%-15,098
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