Fund HoldingsDonald L. Hagan, LLC

Total Portfolio Value
$191.68M
Total Bought
$27.94M
Total Sold
$21.87M
Net Transaction
+$6.07M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
STRATEGY SHS
DAY HAGAN SMART
0562,534+562,534013,7287.16%+13,728
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQUTY
065,683+65,68301,8690.98%+1,869
REALTY INCOME CORP(O)029,002+29,00201,6820.88%+1,682
LYONDELLBASELL INDUSTRIES N
SHS - A -
020,501+20,50101,4430.75%+1,443
NIKE INC(NKE)017,488+17,48801,1100.58%+1,110
VICI PPTYS INC(VICI)9,06932,376+23,3072651,0560.55%+791
STRATEGY SHS
DAY HAGAN SMART
0563,800+563,800016,3398.52%+16,339
SELECT SECTOR SPDR TR
ST STR FINL ETF
51,95158,695+6,7442,5112,9241.53%+413
SELECT SECTOR SPDR TR
ST STR UTIL ETF
6,45011,065+4,6154888720.46%+384
SELECT SECTOR SPDR TR
ST STR INDL ETF
8,30310,739+2,4361,0941,4080.73%+314
NATIONAL FUEL GAS CO(NFG)15,41515,598+1839351,2350.64%+300
AT&T INC(T)07,691+7,69102170.11%+217
ISHARES INC05,474+5,47402030.11%+203
CHEVRON CORP NEW(CVX)6,2676,485+2189081,0850.57%+177
BANK NEW YORK MELLON CORP18,41118,905+4941,4151,5860.83%+171
DEERE & CO(DE)2,8922,973+811,2251,3950.73%+170
SELECT SECTOR SPDR TR
ST STR CARE ETF
14,10414,430+3261,9402,1071.10%+167
COTERRA ENERGY INC35,35335,754+4019031,0330.54%+130
AMDOCS LTD(DOX)17,23017,456+2261,4671,5970.83%+130
STRATEGY SHS
DAY HAGAN SMART
676,927702,603+25,67628,47828,60314.92%+125
SPDR SER TR
ST STR P500ETF
81,74687,535+5,7895,6365,7563.00%+121
JPMORGAN CHASE & CO.(JPM)10,25910,503+2442,4592,5761.34%+117
SPDR S&P 500 ETF TR(SPY)0203+20301140.06%+114
SPDR S&P 500 ETF TR(SPY)(Put)0200+2000112+112
STARBUCKS CORP(SBUX)11,69811,953+2551,0671,1720.61%+105
EXXON MOBIL CORP8,8818,88109551,0560.55%+101
CISCO SYS INC(CSCO)27,92528,380+4551,6531,7510.91%+98
OGE ENERGY CORP(OGE)15,23915,682+4436297210.38%+92
KINDER MORGAN INC DEL(KMI)56,29557,038+7431,5421,6270.85%+85
BERKSHIRE HATHAWAY INC DEL1,0411,04104725540.29%+83
SELECT SECTOR SPDR TR
ST STR ENERG ETF
4,9175,355+4384215000.26%+79
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
6,8397,351+5121,1981,2730.66%+75
VISA INC(V)1,6331,680+475165890.31%+73
META PLATFORMS INC(META)4,8975,081+1842,8672,9281.53%+61
JOHNSON & JOHNSON(JNJ)2,8602,858-24144740.25%+60
ELI LILLY & CO(LLY)1,0201,02007878420.44%+55
SOUTHERN CO(SO)5,4845,485+14515040.26%+53
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
4,1095,126+1,0172022500.13%+49
VERIZON COMMUNICATIONS INC(VZ)7,5947,582-123043440.18%+40
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)20,98321,535+5521,6141,6470.86%+34
NRG ENERGY INC(NRG)3,1443,318+1742843170.17%+33
PUBLIC STORAGE OPER CO(PSA)3,1643,270+1069479790.51%+31
QUALCOMM INC(QCOM)9,3029,461+1591,4291,4530.76%+24
PEPSICO INC(PEP)6,8317,088+2571,0391,0630.55%+24
SPDR SER TR
ST LON TREAS ETF
24,27724,118-1596366570.34%+22
ISHARES INC
MSCI JAPAN ETF
5,4535,545+923663800.20%+14
ISHARES TR2,6702,67003513590.19%+8
AUTOMATIC DATA PROCESSING IN814800-142382440.13%+6
COMCAST CORP NEW(CCZ)44,02644,934+9081,6521,6580.87%+6
ISHARES TR
MSCI UK ETF NEW
7,3256,752-5732482530.13%+5
SPDR SER TR
ST STR BACKE ETF
43,24542,473-7729329370.49%+5
SELECT SECTOR SPDR TR
ST STR STAPL ETF
12,20211,728-4749599580.50%-1
SPDR DOW JONES INDL AVERAGE(DIA)1,4071,40705995910.31%-8
MASCO CORP(MAS)18,83419,534+7001,3671,3580.71%-8
GOLDMAN SACHS GROUP INC(GS)1,9902,069+791,1391,1300.59%-9
SPDR SER TR
ST INTER ETF
28,58727,487-1,1007977860.41%-11
INTERPUBLIC GROUP COS INC22,18322,446+2636226100.32%-12
SPDR SER TR
ST STR CORPO ETF
27,40026,020-1,3807857550.39%-29
SCILEX HOLDING CO173,292173,292074430.02%-31
DROPBOX INC(DBX)13,80714,146+3394153780.20%-37
ZOOM COMMUNICATIONS INC(ZM)9,2469,604+3587557080.37%-46
FRANKLIN RESOURCES INC(BEN)44,04344,006-378948470.44%-47
SEI INVTS CO(SEIC)14,47414,735+2611,1941,1440.60%-50
ISHARES INC7,3955,898-1,4972982400.13%-58
HUB GROUP INC(HUBG)8,0008,00003562970.16%-59
CF INDS HLDGS INC(CF)12,64612,950+3041,0791,0120.53%-67
MICROSOFT CORP(MSFT)1,4551,45506135460.28%-67
MERCK & CO INC(MRK)8,3968,508+1128357640.40%-72
BLACKROCK INC(BLK)1,3721,401+291,4061,3260.69%-80
AMAZON COM INC(AMZN)3,6593,776+1178037180.37%-84
STRATEGY SHS
DAY HAGAN SMART
627,751609,899-17,85213,07612,9856.77%-91
SOUTHSTATE CORPORATION14,73414,73401,4661,3680.71%-98
CLOROX CO DEL(CLX)10,19010,477+2871,6551,5430.80%-112
ULTA BEAUTY INC(ULTA)2,4702,497+271,0749150.48%-159
SELECT SECTOR SPDR TR
ST STR SVC ETF
15,00813,336-1,6721,4531,2860.67%-167
APPLE INC(AAPL)6,1126,11201,5311,3580.71%-173
TEREX CORP NEW(TEX)25,47325,599+1261,1779670.50%-210
TARGET CORP(TGT)9,85810,167+3091,3331,0610.55%-272
OWENS CORNING NEW(OC)11,50811,750+2421,9601,6780.88%-282
SELECT SECTOR SPDR TR
ST STR MATER ETF
3,5940-3,5943020-302
LULULEMON ATHLETICA INC(LULU)3,1283,148+201,1968910.46%-305
BLACKSTONE INC(BX)10,00010,00001,7241,3980.73%-326
SELECT SECTOR SPDR TR
ST STR TECHN ETF
020,755+20,75504,2852.24%+4,285
ALPHABET INC(GOOG)14,38814,890+5022,7242,3031.20%-421
NETFLIX INC(NFLX)1,053532-5219394960.26%-442
PAYPAL HLDGS INC(PYPL)24,69125,399+7082,1071,6570.86%-450
CHECK POINT SOFTWARE TECH LT
ORD
2,9560-2,9565520-552
SELECT SECTOR SPDR TR
ST STR DISCR ETF
9,2187,452-1,7662,0681,4710.77%-597
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQUTY
57,59831,014-26,5841,7189220.48%-796
LOWES COS INC(LOW)3,4480-3,4488510-851
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S
72,47738,322-34,1551,7978990.47%-898
MORGAN STANLEY(MS)9,6930-9,6931,2190-1,219
HOME DEPOT INC(HD)3,2030-3,2031,2460-1,246
INTERNATIONAL BUSINESS MACHS(IBM)6,3580-6,3581,3980-1,398
INNOVATOR ETFS TRUST
US EQTY ULTRA B
100,99954,317-46,6823,5631,8770.98%-1,686
INNOVATOR ETFS TRUST
US EQTY ULTRA B
106,45254,469-51,9833,7351,8680.97%-1,867
UNITED PARCEL SERVICE INC(UPS)0123,000+123,000013,5297.06%+13,529
FIRST TR EXCHNG TRADED FD VI
VEST US EQUITY M
112,7220-112,7223,5790-3,579
SPDR SER TR
ST STR BLO 1 ETF
146,27488,513-57,76113,3748,1194.24%-5,255
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