Fund HoldingsFinancial Enhancement Group LLC

Total Portfolio Value
$782.20M
Total Bought
$159.53M
Total Sold
$145.39M
Net Transaction
+$14.14M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SPDR SERIES TRUST
ST STR P500ETF
0643,969+643,969051,9306.64%+51,930
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
038,358+38,35809,7311.24%+9,731
ISHARES TR083,970+83,97009,2471.18%+9,247
SIMPLIFY EXCHANGE TRADED FUN
SHORT TERM TREA
0409,479+409,47908,8781.13%+8,878
SELECT SECTOR SPDR TR
ST STR DISCR ETF
058,826+58,82607,1410.91%+7,141
SELECT SECTOR SPDR TR
ST STR SVC ETF
061,577+61,57707,0590.90%+7,059
SELECT SECTOR SPDR TR
ST STR CARE ETF
042,870+42,87006,7850.87%+6,785
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
190,612298,619+108,00711,43117,9292.29%+6,498
JANUS DETROIT STR TR
HENDRSN SHRT ETF
242,698331,127+88,42911,93116,3112.09%+4,380
ISHARES TR
MSCI USA MIN ETF
164,639203,637+38,99815,71219,2112.46%+3,500
BLACKROCK ETF TRUST
ISHARES US EQUIT
220,144269,796+49,65213,10316,3012.08%+3,198
SPDR SERIES TRUST
SP KENSHO NEWEC
045,058+45,05802,9540.38%+2,954
ISHARES TR249,074249,927+85329,72032,5204.16%+2,801
FIRST TR EXCHANGE TRAD FD VI
FST TR GLB FD
349,731479,148+129,4179,16411,8011.51%+2,637
ELI LILLY & CO(LLY)2,2724,132+1,8601,9224,4570.57%+2,535
SPROTT FDS TR
URANI MINER ETF
033,784+33,78402,5130.32%+2,513
SPDR SERIES TRUST
ST STR PR SP1500
024,693+24,69302,0570.26%+2,057
PROSHARES TR
K-1 FREE CRD OIL
051,511+51,51102,0270.26%+2,027
SPDR SERIES TRUST
ST STR P400MID
032,771+32,77102,0220.26%+2,022
EXXON MOBIL CORP1,78015,021+13,2412032,0070.26%+1,804
AMERICAN CENTY ETF TR310,434309,823-61124,75726,5213.39%+1,764
BOOZ ALLEN HAMILTON HLDG COR016,641+16,64101,5900.20%+1,590
INTERCONTINENTAL EXCHANGE IN(ICE)068,948+68,948011,8521.52%+11,852
SCHWAB CHARLES CORP(SCHW)013,609+13,60901,3850.18%+1,385
CATERPILLAR INC(CAT)7,7257,871+1463,8795,0800.65%+1,201
JANUS DETROIT STR TR
HEND SECU IN ETF
471,262490,883+19,62124,57225,6443.28%+1,072
CAMECO CORP(CCJ)32,77930,781-1,9982,8263,7650.48%+940
SPDR INDEX SHS FDS
ST STR MSCI EAFE
0149,620+149,620013,9221.78%+13,922
OMADA HEALTH INC(OMDA)32,77697,199+64,4237861,5190.19%+733
ISHARES TR
MSCI USA MMENTM
9,88912,633+2,7442,5313,2260.41%+696
VICTORY PORTFOLIOS II
SHS FR CA FL ETF
451,702448,637-3,06517,16017,8242.28%+664
TIDAL TRUST I104,799129,989+25,1902,6843,3190.42%+635
PACER FDS TR
LUNT LRGCP MULTI
241,126238,289-2,83712,42713,0581.67%+631
GLOBAL X FDS
ARTIFICIAL ETF
45,43356,111+10,6782,3422,9120.37%+570
SPDR INDEX SHS FDS
ST STR EU 50 ETF
139,484140,939+1,4558,7659,3021.19%+537
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
163,233173,424+10,1918,2658,7941.12%+530
INVESCO EXCH TRADED FD TR II120,670129,039+8,36914,65315,1811.94%+528
SPDR SERIES TRUST
ST STR SP600SM C
05,088+5,08805030.06%+503
SELECT SECTOR SPDR TR
ST STR TECHN ETF
03,199+3,19904600.06%+460
JANUS DETROIT STR TR
HENDRSON AAA CL
0251,171+251,171012,7521.63%+12,752
DANAHER CORPORATION(DHR)12,05711,884-1732,4712,8770.37%+405
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
336,549330,644-5,90520,34120,7182.65%+377
ARROWHEAD PHARMACEUTICALS IN(ARWR)05,525+5,52503730.05%+373
SPDR SERIES TRUST
ST SHO TREAS ETF
012,283+12,28303600.05%+360
DBX ETF TR34,00533,605-4003,0383,3850.43%+347
ISHARES TR107,673106,493-1,18010,20210,5461.35%+344
ORUKA THERAPEUTICS INC(ORKA)32,81931,293-1,5267421,0780.14%+336
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
9,0999,895+7961,4521,7660.23%+314
LINDE PLC(LIN)24,90327,227+2,32411,65011,9621.53%+312
INVESCO EXCH TRADED FD TR II72,92872,657-2713,8604,1290.53%+269
JANUS DETROIT STR TR
HEND EM DEBT ETF
164,225166,442+2,2178,7228,9741.15%+252
LAM RESEARCH CORP(LRCX)01,019+1,01902330.03%+233
FIRST TR EXCH TRADED FD III
SHRT DUR MNG MUN
011,498+11,49802310.03%+231
JANUS DETROIT STR TR
HENDERSON MTG
0419,204+419,204019,2162.46%+19,216
KROGER CO(KR)92,206101,172+8,9666,2816,4670.83%+186
TESLA INC(TSLA)2,0202,465+4458861,0640.14%+177
FIRST TR EXCHANGE-TRADED FD5,8205,789-311,0931,2690.16%+176
VICTORY PORTFOLIOS II
VCTRYSHS INTL MO
21,65822,122+4641,3221,4860.19%+164
ISHARES TR32,26831,734-5346,7276,8740.88%+147
ALPHABET INC(GOOG)1,4961,551+553665090.07%+143
SPDR INDEX SHS FDS
ST PORT MARK ETF
98,89398,886-74,7004,8280.62%+127
EA SERIES TRUST
CAMB TAX AWA ETF
89,50989,50902,5192,6390.34%+121
WISDOMTREE TR(WT)32,03933,056+1,0171,2931,4110.18%+118
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
017,922+17,92203,5740.46%+3,574
MERCK & CO INC(MRK)4,9424,810-1324275340.07%+107
ISHARES TR
MSCI INTL MOMENT
52,63152,710+792,5292,6370.34%+107
SPROTT FDS TR
SILVER MINERS
4,3344,33402053060.04%+100
SPDR GOLD TR(GLD)1,4331,421-125346300.08%+97
VANGUARD INDEX FDS012,876+12,87608,1161.04%+8,116
SHOALS TECHNOLOGIES GROUP IN(SHLS)112,238119,562+7,3249921,0820.14%+90
TORTOISE CAPITAL SERIES TRUS80,41582,409+1,9942,9132,9920.38%+79
FIRST TR EXCH TRADED FD III
LNG/SHT EQUITY
117,093116,542-5518,1698,2481.05%+78
BLACKSTONE INC(BX)18,57419,838+1,2643,0183,0940.40%+77
ALPHABET INC(GOOG)1,4251,293-1323504250.05%+75
KRANESHARES TRUST473,171488,531+15,3609,1709,2431.18%+73
WALMART INC(WMT)3,8483,896+483964650.06%+69
VANGUARD WHITEHALL FDS13,31613,095-2211,8811,9420.25%+61
ISHARES TR
MSCI USA QLT FCT
27,55027,124-4265,4195,4780.70%+59
ISHARES TR61,39560,086-1,3098,5978,6531.11%+56
STEEL DYNAMICS INC(STLD)01,635+1,63502940.04%+294
SIMPLIFY EXCHANGE TRADED FUN
HEDGED EQUITY
129,925128,133-1,7924,0764,1280.53%+53
INVESCO EXCHANGE TRADED FD T
S&P500 PUR VAL
10,36210,005-3571,0291,0790.14%+51
IMMUNITYBIO INC(IBRX)010,000+10,0000690.01%+69
VANGUARD INTL EQUITY INDEX F35,29435,344+501,9411,9830.25%+42
VANGUARD SPECIALIZED FUNDS4,0434,105+628819190.12%+38
LOCKHEED MARTIN CORP(LMT)0444+44402600.03%+260
BOEING CO(BA)01,039+1,03902600.03%+260
BOOKING HOLDINGS INC(BKNG)0161+16108310.11%+831
CHEVRON CORP NEW(CVX)01,480+1,48002470.03%+247
EA SERIES TRUST
CAMBRIA ENDOWM
011,014+11,01403520.05%+352
GE VERNOVA INC(GEV)01,622+1,62201,0830.14%+1,083
COSTCO WHSL CORP NEW(COST)0291+29102860.04%+286
ISHARES TR0483+48303320.04%+332
BUILDERS FIRSTSOURCE INC(BLDR)5,2235,431+2086776890.09%+12
AMAZON COM INC(AMZN)2,5172,469-485675710.07%+4
FIRST TR EXCH TRADED FD III
MANAGD MUN ETF
08,798+8,79804510.06%+451
AMERICAN ELEC PWR CO INC2,2972,307+102712740.04%+3
JPMORGAN CHASE & CO.(JPM)2,8482,870+228668670.11%+1
NEXTERA ENERGY INC(NEE)50,15250,229+774,2154,2120.54%-3
SIMPLIFY EXCHANGE TRADED FUN
US EQT PLS CNVEX
33,41133,849+4381,4461,4430.18%-3
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