Fund HoldingsUSA FINANCIAL FORMULAS

Total Portfolio Value
$636.43M
Total Bought
$288.37M
Total Sold
$303.00M
Net Transaction
-$14.63M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
SPDR Dow Jones Industrial Average ETF(DIA)0189,444+189,444080,60812.67%+80,608
iShares S&P 500 Value ETF0404,398+404,398077,19112.13%+77,191
BlackRock Institutional Trust Company N.A. - BTC iShares U.S. Real Est0801,813+801,813074,61711.72%+74,617
iShares S&P 500 Growth ETF0827,204+827,204083,98613.20%+83,986
Xcel Energy, Inc.(XEL)035,063+35,06302,3670.37%+2,367
Gilead Sciences, Inc.(GILD)016,664+16,66401,5390.24%+1,539
Illumina Inc(ILMN)010,833+10,83301,4480.23%+1,448
Fortinet Inc(FTNT)014,926+14,92601,4100.22%+1,410
Cisco Systems, Inc.(CSCO)023,571+23,57101,3950.22%+1,395
iShares Core S&P 500062,304+62,304036,6775.76%+36,677
Amazon.com Inc.(AMZN)06,207+6,20701,3620.21%+1,362
Fox Corporation - Ordinary Shares - Class A(FOX)027,657+27,65701,3440.21%+1,344
Autodesk Inc.04,380+4,38001,2950.20%+1,295
Baker Hughes Co - Ordinary Shares - Class A(BKR)031,288+31,28801,2830.20%+1,283
Williams Cos Inc(WMB)023,009+23,00901,2450.20%+1,245
Meta Platforms Inc - Ordinary Shares - Class A(META)02,125+2,12501,2440.20%+1,244
Insulet Corporation(PODD)04,725+4,72501,2340.19%+1,234
Texas Instruments Inc.(TXN)06,537+6,53701,2260.19%+1,226
Datadog Inc - Ordinary Shares - Class A(DDOG)08,504+8,50401,2150.19%+1,215
Sempra(SRE)013,659+13,65901,1980.19%+1,198
Morgan Stanley(MS)09,504+9,50401,1950.19%+1,195
Ventas Inc(VTR)020,076+20,07601,1820.19%+1,182
Zebra Technologies Corp. - Ordinary Shares - Class A(ZBRA)02,998+2,99801,1580.18%+1,158
Entergy Corp.(ETR)016,375+16,37501,2420.20%+1,242
Atmos Energy Corp.(ATO)08,255+8,25501,1500.18%+1,150
Alliant Energy Corp.(LNT)019,363+19,36301,1450.18%+1,145
Public Service Enterprise Group Inc.(PEG)013,207+13,20701,1160.18%+1,116
Avalonbay Communities Inc.04,970+4,97001,0930.17%+1,093
Axon Enterprise Inc(AXON)01,738+1,73801,0330.16%+1,033
United Airlines Holdings Inc(UAL)09,506+9,50609230.15%+923
Air Products & Chemicals Inc.03,148+3,14809130.14%+913
Nasdaq Inc - Ordinary Shares - 144A(NDAQ)011,078+11,07808560.13%+856
Ameren Corp.(AEE)09,234+9,23408230.13%+823
3M Co.(MMM)06,320+6,32008160.13%+816
Wells Fargo & Co.(WFC)011,462+11,46208050.13%+805
Duke Energy Corp.(DUK)07,460+7,46008040.13%+804
Fiserv, Inc.(FISV)03,909+3,90908030.13%+803
Vistra Corp(VST)05,481+5,48107560.12%+756
SPDR Series Trust - SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
ST STR BLO 1 ETF
244,578252,502+7,92422,45523,0863.63%+632
Hewlett Packard Enterprise Co(HPE)028,883+28,88306170.10%+617
RTX Corp(RTX)05,273+5,27306100.10%+610
Keysight Technologies Inc(KEYS)03,558+3,55805720.09%+572
Walt Disney Co (The)(DIS)05,210+5,21005800.09%+580
PNC Financial Services Group Inc(PNC)04,020+4,02007750.12%+775
Kinder Morgan Inc - Ordinary Shares - Class P(KMI)37,73348,271+10,5388341,3230.21%+489
Consumer Discretionary Select Sector SPDR
ST STR DISCR ETF
01,960+1,96004400.07%+440
Abbott Laboratories03,855+3,85504360.07%+436
Motorola Solutions Inc(MSI)1,7732,661+8887971,2300.19%+433
Interactive Brokers Group Inc - Ordinary Shares - Class A(IBKR)02,201+2,20103890.06%+389
Energy Select Sector SPDR
ST STR ENERG ETF
04,456+4,45603820.06%+382
Virtu Financial Inc - Ordinary Shares - Class A(VIRT)011,085+11,08503960.06%+396
Agree Realty Corp.05,093+5,09303590.06%+359
Idacorp, Inc.(IDA)03,252+3,25203550.06%+355
Equinix Inc(EQIX)0363+36303420.05%+342
Goldman Sachs Real Estate Diversified Income Fund038,412+38,41203290.05%+329
Cion Ares Diversified Credit Fund012,940+12,94003280.05%+328
BOK Financial Corp.(BOKF)02,997+2,99703190.05%+319
Royal Gold, Inc.(RGLD)02,294+2,29403020.05%+302
Cousins Properties Inc.(CUZ)09,652+9,65202960.05%+296
Flowserve Corp.(FLS)05,128+5,12802950.05%+295
United Therapeutics Corp(UTHR)0870+87003070.05%+307
Emcor Group, Inc.(EME)0585+58502660.04%+266
Guidewire Software Inc(GWRE)01,522+1,52202570.04%+257
Salesforce Inc(CRM)0756+75602530.04%+253
Capital One Financial Corp.(COF)01,358+1,35802420.04%+242
Northrop Grumman Corp.(NOC)0506+50602370.04%+237
Moody`s Corp.(MCO)0491+49102320.04%+232
Dayforce Inc03,084+3,08402240.04%+224
Automatic Data Processing Inc.0765+76502240.04%+224
KKR & Co. Inc(KKR)6,8117,477+6668891,1060.17%+217
PepsiCo Inc(PEP)01,282+1,28201950.03%+195
Becton Dickinson & Co.(BDX)0847+84701920.03%+192
Assurant Inc(AIZ)0862+86201840.03%+184
Cboe Global Markets Inc.(CBOE)0933+93301820.03%+182
S&P Global Inc(SPGI)0362+36201800.03%+180
Ameriprise Financial Inc(AMP)0336+33601790.03%+179
Blackstone Inc(BX)01,024+1,02401770.03%+177
Otis Worldwide Corp(OTIS)01,880+1,88001740.03%+174
PG&E Corp.(PCG)08,287+8,28701670.03%+167
D.R. Horton Inc.(DHI)01,183+1,18301650.03%+165
Cincinnati Financial Corp.(CINF)01,358+1,35801950.03%+195
iShares MSCI Hong Kong ETF09,002+9,00201500.02%+150
Linde Plc.(LIN)0824+82403450.05%+345
SPDR S&P 500(SPY)140,772138,043-2,72980,76980,90412.71%+135
W.W. Grainger Inc.(GWW)0399+39904210.07%+421
Interdigital Inc(IDCC)0676+67601310.02%+131
StoneX Group Inc(SNEX)01,317+1,31701290.02%+129
Coastal Financial Corp01,441+1,44101220.02%+122
Arch Capital Group Ltd
ORD
01,307+1,30701210.02%+121
Ameris Bancorp(ABCB)01,568+1,5680980.02%+98
FTAI Aviation Ltd - Ordinary Shares - Class A(FTAI)0646+6460930.01%+93
Urban Edge Properties(UE)04,322+4,3220930.01%+93
Dime Community Bancshares Inc(DCBG)03,000+3,0000920.01%+92
COPT Defense Properties(CDP)02,917+2,9170900.01%+90
NiSource Inc(NI)32,66732,897+2301,1321,2090.19%+77
Oneok Inc.(OKE)11,90711,551-3561,0851,1600.18%+75
Evergy Inc(EVRG)01,190+1,1900730.01%+73
Turning Point Brands Inc(TPB)01,218+1,2180730.01%+73
Portland General Electric Co(POR)01,620+1,6200710.01%+71
Metropolitan Bank Holding Corp(MCB)01,131+1,1310660.01%+66
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