Fund HoldingsDonald L. Hagan, LLC

Total Portfolio Value
$188.85M
Total Bought
$21.32M
Total Sold
$26.12M
Net Transaction
-$4.80M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
SPDR SER TR
ST STR BLO 1 ETF
098,615+98,61509,0514.79%+9,051
FIRST TR EXCHNG TRADED FD VI
VEST US EQUITY M
0108,380+108,38003,2241.71%+3,224
FIRST TR EXCHNG TRADED FD VI
VEST US EQUITY M
092,476+92,47602,8251.50%+2,825
COMCAST CORP NEW(CCZ)047,290+47,29001,8520.98%+1,852
STRATEGY SHS
DAY HAGAN SMART
755,815778,878+23,06329,06130,77316.30%+1,712
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S
061,144+61,14401,4260.76%+1,426
STRATEGY SHS
DAY HAGAN SMART
612,523653,953+41,43017,50618,5539.82%+1,047
STRATEGY SHS
DAY HAGAN SMART
660,800705,365+44,56514,00214,8507.86%+848
SELECT SECTOR SPDR TR
ST STR TECHN ETF
33,12732,487-6406,8997,3503.89%+450
ALPHABET INC(GOOG)16,84716,062-7852,5432,9261.55%+383
ISHARES TR
MSCI CHINA ETF
08,236+8,23603470.18%+347
VICI PPTYS INC(VICI)09,620+9,62002760.15%+276
SELECT SECTOR SPDR TR
ST STR SVC ETF
018,631+18,63101,5960.85%+1,596
APPLE INC(AAPL)6,7876,78701,1641,4290.76%+266
SPDR SER TR
ST STR CORPO ETF
25,63935,061+9,4227461,0060.53%+260
ISHARES INC06,622+6,62202500.13%+250
LISTED FD TR
ROUN MA SEVE ETF
05,028+5,02802270.12%+227
QUALCOMM INC(QCOM)10,55510,079-4761,7872,0081.06%+221
ISHARES TR
MSCI UK ETF NEW
06,145+6,14502140.11%+214
SELECT SECTOR SPDR TR
ST STR MATER ETF
2,4634,705+2,2422294150.22%+187
ISHARES TR8,3029,898+1,5969611,1430.61%+181
SELECT SECTOR SPDR TR
ST STR DISCR ETF
11,36812,213+8452,0902,2281.18%+137
ELI LILLY & CO(LLY)1,0201,02007949230.49%+130
SELECT SECTOR SPDR TR
ST STR UTIL ETF
6,8598,415+1,5564505730.30%+123
CHECK POINT SOFTWARE TECH LT
ORD
3,0823,768+6865056220.33%+116
PUBLIC STORAGE OPER CO(PSA)2,9593,363+4048589670.51%+109
PEPSICO INC(PEP)6,5177,558+1,0411,1411,2470.66%+106
SCILEX HOLDING CO71,047113,292+42,2451132190.12%+106
KINDER MORGAN INC DEL(KMI)55,48955,452-371,0181,1020.58%+84
CHEVRON CORP NEW(CVX)6,1206,702+5829651,0480.56%+83
DEERE & CO(DE)2,7173,180+4631,1161,1880.63%+72
SPDR SER TR
ST LON TREAS ETF
21,44124,488+3,0475996670.35%+68
OWENS CORNING NEW(OC)12,48012,363-1172,0822,1481.14%+66
BANK NEW YORK MELLON CORP17,31717,675+3589981,0590.56%+61
DROPBOX INC(DBX)13,54917,209+3,6603293870.20%+57
CF INDS HLDGS INC(CF)12,15214,294+2,1421,0111,0590.56%+48
SOUTHERN CO(SO)5,4845,48403934250.23%+32
IPG PHOTONICS CORP(IPGP)2,9203,484+5642652940.16%+29
VISA INC(V)8801,034+1542462710.14%+26
KULICKE & SOFFA INDS INC(KLIC)5,8996,525+6262973210.17%+24
STARBUCKS CORP(SBUX)11,07013,180+2,1101,0121,0260.54%+14
SELECT SECTOR SPDR TR
ST STR CARE ETF
17,98318,250+2672,6572,6601.41%+3
LYONDELLBASELL INDUSTRIES N
SHS - A -
1,9572,115+1582002020.11%+2
HUB GROUP INC(HUBG)8,0008,00003463440.18%-1
VERIZON COMMUNICATIONS INC(VZ)7,5107,514+43153100.16%-5
I MAB30,00030,000056500.03%-6
ISHARES TR2,6702,67003293230.17%-6
INVESCO QQQ TR150-1570-7
SPDR DOW JONES INDL AVERAGE(DIA)1,4071,40705605500.29%-9
BERKSHIRE HATHAWAY INC DEL1,0311,041+104344230.22%-10
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
5,6875,343-3442802600.14%-20
NETFLIX INC(NFLX)1,121978-1436816600.35%-21
OGE ENERGY CORP(OGE)17,99516,467-1,5286175880.31%-29
JOHNSON & JOHNSON(JNJ)3,3433,34305294890.26%-40
EXXON MOBIL CORP9,2818,881-4001,0791,0220.54%-56
CLOROX CO DEL(CLX)10,58911,463+8741,6211,5640.83%-57
COTERRA ENERGY INC35,42434,862-5629889300.49%-58
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
43,40740,557-2,8501,4951,4370.76%-58
INNOVATOR ETFS TRUST
US EQT ULTRA BF
45,80742,419-3,3881,4961,4280.76%-68
NATIONAL FUEL GAS CO(NFG)21,15519,676-1,4791,1361,0660.56%-70
SELECT SECTOR SPDR TR
ST STR ENERG ETF
10,0229,563-4599468720.46%-75
AMDOCS LTD(DOX)17,67019,287+1,6171,5971,5220.81%-75
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQT
51,96348,018-3,9451,4921,4170.75%-75
BLACKSTONE INC(BX)10,00010,00001,3141,2380.66%-76
MORGAN STANLEY(MS)11,40110,223-1,1781,0749940.53%-80
BLACKROCK INC(BLK)1,3901,370-201,1591,0790.57%-80
PAYPAL HLDGS INC(PYPL)25,08727,132+2,0451,6811,5740.83%-106
CISCO SYS INC(CSCO)31,98531,268-7171,5961,4860.79%-111
WERNER ENTERPRISES INC(WERN)16,23314,393-1,8406355160.27%-119
SPDR SER TR
ST STR BACKE ETF
30,44924,810-5,6396615350.28%-126
SOUTHSTATE CORPORATION14,73414,73401,2531,1260.60%-127
SELECT SECTOR SPDR TR
ST STR INDL ETF
13,65413,046-6081,7201,5900.84%-130
LANDSTAR SYS INC(LSTR)4,8554,337-5189368000.42%-136
MERCK & CO INC(MRK)8,8758,361-5141,1711,0350.55%-136
LOWES COS INC(LOW)3,7953,719-769678200.43%-147
HOME DEPOT INC(HD)3,4483,415-331,3231,1760.62%-147
SELECT SECTOR SPDR TR
ST STR FINL ETF
71,14769,109-2,0382,9972,8411.50%-156
MICROSOFT CORP(MSFT)1,9441,470-4748186570.35%-161
INTERPUBLIC GROUP COS INC26,23723,404-2,8338566810.36%-175
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)24,36623,677-6891,7861,6100.85%-176
JPMORGAN CHASE & CO.(JPM)12,44811,382-1,0662,4932,3021.22%-191
TARGET CORP(TGT)9,4229,833+4111,6701,4560.77%-214
SPDR SER TR
ST STR RATE ETF
7,0610-7,0612180-218
DUKE ENERGY CORP NEW(DUK)2,3120-2,3122240-224
ISHARES INC7,4570-7,4572370-237
CVS HEALTH CORP(CVS)9,2078,393-8147344960.26%-239
SEI INVTS CO(SEIC)17,25915,371-1,8881,2419940.53%-247
ISHARES INC
MSCI JAPAN ETF
7,1353,483-3,6525092380.13%-271
INTERNATIONAL BUSINESS MACHS(IBM)7,5246,706-8181,4371,1600.61%-277
SELECT SECTOR SPDR TR
ST STR STAPL ETF
17,92614,188-3,7381,3691,0870.58%-282
SELECT SECTOR SPDR TR
ST STR REAL ETF
12,8035,815-6,9885062230.12%-283
CARDINAL HEALTH INC(CAH)2,8220-2,8223160-316
ISHARES INC8,4820-8,4823250-325
VANGUARD WHITEHALL FDS5,6720-5,6723620-362
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S.
10,9250-10,9253640-364
MASCO CORP(MAS)20,76219,031-1,7311,6381,2690.67%-369
INNOVATOR ETFS TRUST
US EQT ULTRA BF
10,7870-10,7873890-389
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
10,1900-10,1904120-412
SPDR SER TR
ST STR P500ETF
6,7410-6,7414150-415
INNOVATOR ETFS TRUST
US SML CP PWR ET
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