Fund HoldingsGenesee Capital Advisors, LLC

Total Portfolio Value
$238.64M
Total Bought
$8.30M
Total Sold
$18.55M
Net Transaction
-$10.25M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR ENERG ETF
50,07649,940-1362,2393,0591.28%+820
ISHARES INC
MSCI SINGPOR ETF
024,579+24,57906940.29%+694
VANGUARD ADMIRAL FDS INC06,434+6,43406550.27%+655
SCHWAB STRATEGIC TR136,703138,750+2,0473,7504,2571.78%+507
ISHARES TR016,307+16,30704720.20%+472
EXXON MOBIL CORP8,7698,820+511,0551,4960.63%+441
ABBVIE INC(ABBV)2,8945,055+2,1616611,0990.46%+438
SPDR SERIES TRUST
ST STR SP500DIV
166,413166,290-1237,1977,5703.17%+372
FIRST TR EXCHANGE-TRADED ALP
COM SHS
68,21567,676-5397,7188,0773.38%+359
ISHARES TR08,371+8,37103290.14%+329
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT BASC
02,407+2,40702880.12%+288
CHEVRON CORPORATION(CVX)5,0115,027+167641,0400.44%+276
WILLIAMS COS INC(WMB)032,935+32,93502,3971.00%+2,397
BLACKROCK MUNIHOLDINGS FD IN021,191+21,19102390.10%+239
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT TECH
14,97415,863+8891,1451,3690.57%+224
MICRON TECHNOLOGY INC(MU)0630+63002130.09%+213
VERIZON COMMUNICATIONS INC(VZ)04,165+4,16502090.09%+209
NEOS ETF TRUST
NASDAQ 100 HIGH
04,164+4,16402070.09%+207
VERTIV HOLDINGS CO(VRT)0801+80102010.08%+201
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT INDS
5,8366,233+3971,0191,2130.51%+194
CLEAN HARBORS INC(CLH)3,6983,680-188671,0550.44%+188
CORNING INC(GLW)3,4873,624+1373054930.21%+187
LOCKHEED MARTIN CORP(LMT)951956+54605780.24%+118
CSX CORP(CSX)24,53924,511-288901,0060.42%+117
GE VERNOVA INC(GEV)415420+52713670.15%+95
ONDAS INC(ONDS)010,515+10,5150950.04%+95
NEBIUS GROUP N.V.(NBIS)04,283+4,28304440.19%+444
PROSHARES TR
PSHS ULT S&P 500
4,4776,258+1,7812593250.14%+65
DEERE & CO(DE)66766703113760.16%+65
QUEST DIAGNOSTICS INC(DGX)02,397+2,39704700.20%+470
ALPS ETF TR
INTL SEC DV DOG
064,244+64,24402,6761.12%+2,676
AST SPACEMOBILE INC(ASTS)3,5753,57502602960.12%+37
SUNOCO LP/SUNOCO FIN CORP(SUN)5,4754,958-5172873220.13%+35
SIMPSON MFG INC(SSD)2,9372,942+54745050.21%+31
ISHARES INC
MSCI JAPAN ETF
14,55014,274-2761,1751,2050.51%+30
BRISTOL-MYERS SQUIBB CO(BMY)4,7764,744-322582880.12%+30
INVESCO EXCH TRADED FD TR II14,70214,70201,0501,0750.45%+25
NEW MTN FIN CORP10,73015,896+5,166991230.05%+25
ISHARES TR6,4266,458+322542750.12%+21
MCDONALDS CORP(MCD)4,0274,028+11,2311,2520.52%+21
ISHARES TR1,0781,045-333243440.14%+19
TRANE TECHNOLOGIES PLC(TT)62162102422590.11%+17
SCHWAB STRATEGIC TR16,38116,422+414935080.21%+16
CLEAR CHANNEL OUTDOOR HLDGS(CCO)96,42996,42902132290.10%+15
WASTE MGMT INC DEL(WM)1,3181,324+62903040.13%+15
SELLAS LIFE SCIENCES GROUP I(SLS)30,00030,00001131270.05%+14
ISHARES TR12,42112,42101,1931,2060.51%+14
SCHWAB STRATEGIC TR16,73116,754+234764870.20%+11
ISHARES TR1,1701,17002122220.09%+10
DNP SELECT INCOME FD INC(DNP)14,95214,95201491540.06%+5
INVESCO MUNI INCOME OPP TRST17,83017,83001071090.05%+2
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
4,6834,723+402342350.10%+1
ISHARES TR10,17410,239+651,0161,0160.43%0
VANGUARD BD INDEX FDS4,3804,404+243243240.14%-0
ISHARES TR1,2451,250+52642640.11%-0
FIRST TR EXCH TRADED FD III
MANAGD MUN ETF
4,3634,389+262232220.09%-1
SCHWAB STRATEGIC TR14,83114,820-113613600.15%-2
ISHARES TR5,1435,112-314484430.19%-5
CANOPY GROWTH CORPORATION40,04740,047046380.02%-8
ISHARES TR
BROAD USD HIGH
8,2108,091-1193072980.12%-9
REPUBLIC SVCS INC(RSG)02,809+2,80906150.26%+615
FIRST TR EXCH TRD ALPHDX FD
SWITZLND ALPHA
6,8926,762-1305525360.22%-16
HOME DEPOT INC(HD)01,068+1,06803510.15%+351
ISHARES TR1,8401,84005945770.24%-17
BLACKROCK ENHANCED LARGE CAP(CII)014,760+14,76003100.13%+310
TEVA PHARMACEUTICAL INDS LTD(TEVA)16,36416,314-505114910.21%-19
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
16,24116,160-811,3601,3370.56%-23
ISHARES TR2,6472,649+23263000.13%-27
VANGUARD INTL EQUITY INDEX F24,71624,738+222,0662,0390.85%-27
FIRST TR EXCH TRADED FD III
MUNI HI INCM ETF
7,6307,077-5533663360.14%-29
ISHARES TR1,6701,669-13333030.13%-31
SPDR SERIES TRUST
ST LON TREAS ETF
161,446160,973-4734,2734,2341.77%-40
OSCAR HEALTH INC(OSCR)014,124+14,12401620.07%+162
FIRST TR EXCHANGE-TRADED FD1,1751,17503162750.12%-41
ELI LILLY & CO(LLY)0256+25602350.10%+235
FIRST TR EXCH TRD ALPHDX FD
CHINA ALPHADEX
21,58118,063-3,5186105660.24%-44
ISHARES TR11,17610,913-2632,7512,7061.13%-45
ISHARES TR
CORE MSCI EURO
24,58224,173-4091,7451,6990.71%-46
BTQ TECHNOLOGIES CORP23,34426,696+3,352120710.03%-48
MASTERCARD INCORPORATED(MA)613601-123503000.13%-49
MARSH & MCLENNAN COS INC(MRSH)01,232+1,23202140.09%+214
JPMORGAN CHASE & CO(JPM)1,6671,647-205374840.20%-53
FIDELITY MERRIMACK STR TR16,52215,507-1,0158307760.33%-54
GOLDMAN SACHS GROUP INC(GS)1,8631,859-41,6371,5730.66%-64
FIRST TR EXCH TRD ALPHDX FD
UNIT KING ALPH
12,95011,778-1,1726595930.25%-66
ORACLE CORP(ORCL)01,403+1,40302060.09%+206
FIRST TR EXCH TRD ALPHDX FD
EURO ALPHADEX
10,5199,161-1,3586465700.24%-75
SOUNDHOUND AI INC(SOUN)024,641+24,64101690.07%+169
SIMON PPTY GROUP INC NEW(SPG)5,7185,255-4631,0589800.41%-78
INTERCONTINENTAL EXCHANGE IN(ICE)12,09411,930-1641,9591,8760.79%-82
NEXSTAR MEDIA GROUP INC(NXST)3,7153,707-87546700.28%-84
FIRST TR EXCHANGE TRADED FD
NASD TECH DIV
5,2444,519-7255084230.18%-85
FIRST TR EXCH TRD ALPHDX FD
GERMANY ALPHA
10,1869,136-1,0506355480.23%-87
UNITEDHEALTH GROUP INC(UNH)1,6431,660+175424490.19%-93
COCA-COLA EUROPACIFIC PARTNE
SHS
11,25710,219-1,0381,0219270.39%-94
ADVANCED MICRO DEVICES INC(AMD)9,7869,814+282,0961,9960.84%-99
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT FINL
9,2478,134-1,1135344330.18%-101
FIRST TR EXCHANGE TRADED FD
DORSEY WRIGHT
095,191+95,19102,4051.01%+2,405
INVESCO EXCH TRADED FD TR II36,82434,317-2,5071,8041,6990.71%-104
ISHARES TR8,0147,385-6291,7211,6160.68%-105
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