Fund HoldingsFinancial Enhancement Group LLC

Total Portfolio Value
$656.27M
Total Bought
$230.16M
Total Sold
$325.26M
Net Transaction
-$95.10M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
JANUS DETROIT STR TR
HENDRSN SHRT ETF
0593,288+593,288028,3474.32%+28,347
SPDR SER TR
ST STR PR SP1500
154,192667,479+513,28710,25233,6145.12%+23,362
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
236,083442,405+206,32211,53721,2583.24%+9,720
SIMPLIFY EXCHANGE TRADED FUN
HEDGED EQUITY
32,723435,918+403,19590410,4271.59%+9,523
SPDR SER TR
ST STR SP600GRWO
0124,658+124,65808,8001.34%+8,800
ISHARES TR
MSCI USA MIN ETF
0119,723+119,72308,6941.32%+8,694
JANUS DETROIT STR TR
B-BBB CLO ETF
95,190287,367+192,1774,65713,0211.98%+8,364
LKQ CORP(LKQ)0140,008+140,00807,8211.19%+7,821
FMC CORP(FMC)059,751+59,75106,4710.99%+6,471
CAPITOL SER TR
FAIR TA SECT ETF
0249,164+249,16405,9510.91%+5,951
KRANESHARES TR0253,623+253,62305,9140.90%+5,914
DEERE & CO(DE)016,200+16,20005,8750.90%+5,875
ISHARES TR5,49867,279+61,7815176,3300.96%+5,813
SIMPLIFY EXCHANGE TRADED FUN
US EQT PLS CNVEX
268,070565,061+296,9919,61015,1772.31%+5,568
DOVER CORP(DOV)036,926+36,92605,0780.77%+5,078
MERCK & CO INC(MRK)081,948+81,94809,5121.45%+9,512
LOCKHEED MARTIN CORP(LMT)44110,444+10,0032424,6760.71%+4,434
FIRST TR EXCHANGE TRADED FD
TECH ALPHADEX
044,016+44,01604,3840.67%+4,384
DBX ETF TR0115,974+115,97406,5661.00%+6,566
VIRTUS ETF TR II
VIRTUS US QLTY
0149,141+149,14104,0030.61%+4,003
JANUS DETROIT STR TR
HENDRSON AAA CL
345,519433,681+88,16217,51121,4893.27%+3,978
UNITED THERAPEUTICS CORP DEL(UTHR)018,616+18,61603,9470.60%+3,947
EOG RES INC(EOG)035,889+35,88903,8630.59%+3,863
FIRST TR EXCHANGE TRADED FD
CONSUMR STAPLE
060,636+60,63603,8100.58%+3,810
SELECT SECTOR SPDR TR
ST STR STAPL ETF
049,865+49,86503,8040.58%+3,804
SELECT SECTOR SPDR TR
ST STR CARE ETF
026,562+26,56203,4760.53%+3,476
SCHWAB CHARLES CORP(SCHW)065,479+65,47903,2800.50%+3,280
FREEPORT-MCMORAN INC(FCX)090,700+90,70003,1970.49%+3,197
SELECT SECTOR SPDR TR
ST STR INDL ETF
028,958+28,95802,8270.43%+2,827
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
088,632+88,63203,9820.61%+3,982
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
097,969+97,96902,0130.31%+2,013
INARI MED INC028,002+28,00201,9850.30%+1,985
GE HEALTHCARE TECHNOLOGIES I(GEHC)025,071+25,07101,9500.30%+1,950
QUANTA SVCS INC08,511+8,51101,4440.22%+1,444
MCKESSON CORP(MCK)03,167+3,16701,2540.19%+1,254
ENOVIX CORPORATION(ENVX)0100,170+100,17001,2400.19%+1,240
WESTLAKE CORPORATION(WLK)09,824+9,82401,1120.17%+1,112
PROTAGONIST THERAPEUTICS INC041,818+41,81801,0620.16%+1,062
WISDOMTREE TR(WT)26,79161,464+34,6731,2502,2580.34%+1,008
ULTA BEAUTY INC(ULTA)01,958+1,95809770.15%+977
ACTIVISION BLIZZARD INC012,150+12,15009450.14%+945
SPDR SER TR
ST STR P400MID
12,07537,010+24,9356421,5680.24%+926
MERCADOLIBRE INC(MELI)0688+68808770.13%+877
BP PLC(BP)023,458+23,45808340.13%+834
NEWMONT CORP(NEM)015,920+15,92007180.11%+718
SPDR SER TR
ST INTER ETF
10,52633,570+23,0443019730.15%+672
GENUINE PARTS CO(GPC)1,7464,348+2,6022517200.11%+469
ISHARES TR0117,271+117,27108,5611.30%+8,561
FIRST TR EXCH TRADED FD III373,748449,648+75,9006,5707,0061.07%+435
NUVEEN PFD & INCOME SECS FD069,186+69,18604190.06%+419
SPDR SER TR
ST SHOR CORP ETF
013,702+13,70204050.06%+405
EXXON MOBIL CORP03,624+3,62403720.06%+372
PACER FDS TR
CFRA STVAL EQL
042,413+42,41301,5130.23%+1,513
SPDR S&P 500 ETF TR(SPY)0681+68102790.04%+279
ETF MANAGERS TR0188,172+188,17202690.04%+269
DOLLAR GEN CORP NEW(DG)2,8312,619-2123405630.09%+223
SPDR INDEX SHS FDS
ST STR MSCI WLD
4,8896,909+2,0205976960.11%+99
SIMPLIFY EXCHANGE TRADED FUN
US EQT PLS DWNSD
19,36626,368+7,0026266750.10%+49
CHEVRON CORP NEW(CVX)1,3471,533+1862062350.04%+30
NEXTERA ENERGY INC(NEE)49,56351,503+1,9403,8853,9060.60%+21
JOHNSON & JOHNSON(JNJ)1,5651,707+1422522720.04%+20
ELEVANCE HEALTH INC(ELV)682834+1523633720.06%+9
MASTERCARD INCORPORATED(MA)468528+602162010.03%-16
SPDR SER TR
ST STR SP500DIV
10,38411,409+1,0254494060.06%-43
PIMCO ETF TR
ENHAN SHRT MA AC
17,69917,373-3261,7741,7260.26%-48
BUILDERS FIRSTSOURCE INC(BLDR)4,1995,069+8706706040.09%-66
HOME DEPOT INC(HD)785755-302812130.03%-68
VANGUARD INTL EQUITY INDEX F43,47545,432+1,9571,8941,8180.28%-76
STRATEGY SHS
NEWFOUND RESLV
57,66964,083+6,4141,7191,6320.25%-87
VANGUARD SPECIALIZED FUNDS4,1064,395+2897726770.10%-94
BOSTON SCIENTIFIC CORP(BSX)4,4854,448-373372390.04%-98
AMERICAN FINL GROUP INC OHIO12,85613,242+3861,6561,5340.23%-122
QUALYS INC(QLYS)6,0096,100+918327060.11%-126
VICTORY PORTFOLIOS II
VCTRYSHS INTL MO
11,2658,399-2,8665373650.06%-171
WISDOMTREE TR(WT)21,82617,630-4,1968066100.09%-196
MCDONALDS CORP(MCD)7680-7682060-206
BOOKING HOLDINGS INC(BKNG)20520507515420.08%-209
AMERICAN ELEC PWR CO INC2,1120-2,1122140-214
ISHARES INC
MSCI GBL GOLD MN
21,17016,500-4,6706494230.06%-226
SPDR GOLD TR(GLD)1,0680-1,0682410-241
AMAZON COM INC(AMZN)2,4531,818-6354522060.03%-245
CATERPILLAR INC(CAT)7460-7462470-247
NETFLIX INC(NFLX)4090-4092560-256
FIRST TR EXCHANGE-TRADED FD4,9243,697-1,2278315730.09%-258
BROWN & BROWN INC(BRO)7,5776,810-7677644470.07%-316
ISHARES TR
MSCI INDIA ETF
17,55416,347-1,2079976750.10%-322
WALMART INC(WMT)4,6750-4,6753260-326
SIMPLIFY EXCHANGE TRADED FUN
MANAGED FUTURES
99,77989,656-10,1232,5832,2410.34%-343
INTUITIVE SURGICAL INC8930-8934030-403
STEEL DYNAMICS INC(STLD)3,2040-3,2044050-405
ADVISORSHARES TR
PURE US CANN ETF
55,9710-55,9714130-413
TESLA INC(TSLA)2,0050-2,0054350-435
DANAHER CORPORATION(DHR)10,44011,081+6412,9312,4930.38%-438
SPDR SER TR
ST SHO TREAS ETF
15,6530-15,6534550-455
JPMORGAN CHASE & CO.(JPM)2,3870-2,3874960-496
SPDR SER TR
ST STR SP600SM C
000000
MICROSOFT CORP(MSFT)2,7592,004-7551,1516250.10%-526
BERKSHIRE HATHAWAY INC DEL4,2133,964-2491,8191,2830.20%-536
SIMPLIFY EXCHANGE TRADED FUN
MULTI QIS ALTERN
23,4210-23,4215890-589
FIRST TR EXCHANGE TRADED FD
WTR ETF
16,45313,867-2,5861,7581,1450.17%-614
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