Fund HoldingsSloy Dahl & Holst, LLC

Total Portfolio Value
$728.42M
Total Bought
$115.60M
Total Sold
$50.67M
Net Transaction
+$64.93M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
DIREXION SHARES ETF TRUST
DLY TSLA BULL 2X
02,387,379+2,387,379029,0073.98%+29,007
LAM RESEARCH CORP(LRCX)16,93016,430-5002,8983,5100.48%+612
CHEVRON CORPORATION(CVX)7,9447,94401,2111,6440.23%+433
EXXON MOBIL CORP7,8327,83209431,3290.18%+386
WISDOMTREE TR(WT)228,393228,676+2838,9129,1701.26%+258
JOHNSON & JOHNSON(JNJ)6,1176,11701,2661,4950.21%+229
COSTCO WHOLESALE CORPORATION(COST)1,4391,474+351,2411,4680.20%+227
PHILLIPS 66(PSX)01,197+1,19702180.03%+218
WASTE MGMT INC DEL(WM)0910+91002090.03%+209
SELECT SECTOR SPDR TR
ST STR ENERG ETF
14,73814,073-6656598620.12%+203
VANGUARD ADMIRAL FDS INC01,770+1,77002020.03%+202
VERIZON COMMUNICATIONS INC(VZ)18,27618,227-497449150.13%+171
TCW ETF TRUST
TRANS SYSTE ETF
17,39518,629+1,2341,6731,8210.25%+149
CONOCOPHILLIPS(COP)2,6292,62902463470.05%+101
NETFLIX INC.(NFLX)060,577+60,57705,8240.80%+5,824
VANGUARD INDEX FDS2,4032,694+2916977740.11%+76
VICTORY PORTFOLIOS II
VCSHS US LRG CAP
18,10017,671-4291,2461,3170.18%+71
LISTED FDS TR
TEUCRIUM 2X LONG
067,618+67,61802600.04%+260
VANGUARD STAR FDS9,91310,584+6717488160.11%+68
UNION PAC CORP(UNP)6,0506,05001,3991,4680.20%+68
INTEL CORP(INTC)7,2367,23602673190.04%+52
FIRST TR EXCHANGE-TRADED FD8,0308,03003564080.06%+52
PACER FDS TR
US CASH COWS 100
21,35121,35101,2851,3360.18%+51
VANECK MERK GOLD ETF(OUNZ)39,09537,000-2,0951,6221,6670.23%+45
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
25,79726,827+1,0301,4771,5210.21%+44
FLEXSHARES TR
QLT DIV DEF IDX
70,62772,178+1,5515,7185,7610.79%+43
VANGUARD INDEX FDS1,3761,507+1313553950.05%+40
ISHARES TR4,6605,115+4554064430.06%+37
NEXTERA ENERGY INC(NEE)2,8582,85802292650.04%+36
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
33,00033,00001,5661,6000.22%+34
SPDR GOLD TR(GLD)92492403663980.05%+31
VANGUARD INTL EQUITY INDEX F8,1998,728+5294414720.06%+31
PFIZER INC(PFE)11,69811,378-3202913190.04%+28
WALMART INC(WMT)2,1212,12102362640.04%+27
RTX CORPORATION(RTX)2,2652,26504154370.06%+22
ILLINOIS TOOL WKS INC(ITW)1,5001,50003693900.05%+21
COCA COLA CO(KO)3,1663,16602212410.03%+19
FIRST TR EXCHNG TRADED FD VI
FT VEST NAS
81,09580,095-1,0002,6762,6930.37%+17
SPDR SERIES TRUST
ST STR SP BIOT
2,0072,00702452560.04%+12
JANUS DETROIT STR TR
HENDRSON AAA CL
24,32024,620+3001,2301,2400.17%+10
WISDOMTREE TR(WT)21,01621,420+4041,0231,0310.14%+9
TRUST FOR PROFESSIONAL MANAG
CONVERGENCE LNG
9,8709,87002702780.04%+8
VANGUARD BD INDEX FDS30,53830,824+2862,2622,2700.31%+8
VANGUARD WHITEHALL FDS1,4151,41502032100.03%+6
PACER FDS TR
US SM CAP CA ETF
10,43010,43004634680.06%+5
VANGUARD BD INDEX FDS14,60514,739+1341,1511,1560.16%+5
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
23,10723,326+2191,1171,1210.15%+4
FIRST TR EXCHNG TRADED FD VI
FT VEST INTER EQ
8,5008,50002302320.03%+3
CISCO SYS INC(CSCO)4,1724,17203213240.04%+2
CALAMOS ETF TR
RUSSE 2000 OCTOB
10,08010,08002722740.04%+2
SPDR SERIES TRUST
ST STR BLO 1 ETF
5,7755,77505285290.07%+2
TRAVELERS COMPANIES INC(TRV)83983902432450.03%+1
PIMCO ETF TR
ENHAN SHRT MA AC
2,0002,00002012010.03%0
FLEXSHARES TR
ULTR SHO INC FD
3,2853,28502482480.03%0
CALAMOS ETF TR
S&P 500 STR OCTO
10,74010,74002912900.04%-1
CALAMOS ETF TR
S&P 500 STRUCTU
13,02513,02503393380.05%-1
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
3,6303,63002072050.03%-2
JANUS DETROIT STR TR
B-BBB CLO ETF
4,6704,67002232180.03%-5
VICTORY PORTFOLIOS II
CORE BD ETF
116,092116,813+7215,4985,4920.75%-5
FIRST TR EXCHNG TRADED FD VI
FT VEST NAS
15,07515,07504804710.06%-9
VANGUARD INDEX FDS898909+113012910.04%-10
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
11,14011,14005004900.07%-11
WISDOMTREE TR(WT)14,90014,90007917790.11%-11
ISHARES TR510517+73493380.05%-11
AMPLIFY ETF TR3,1453,14502532360.03%-17
HOME DEPOT INC(HD)1,2511,25104304110.06%-19
BOEING CO(BA)1,1561,15602512300.03%-21
FIRST TR EXCHNG TRADED FD VI
FT VEST NAS
20,25020,25006426200.09%-22
BITMINE IMMERSION TECNOLOGIE(BMNP)019,530+19,53003860.05%+386
INVESCO QQQ TR654655+14023780.05%-24
FIRST TR EXCHANGE-TRADED FD30,35028,750-1,6007597340.10%-25
SELECT SECTOR SPDR TR
ST STR FINL ETF
4,8594,85902662400.03%-26
VANGUARD INDEX FDS5,0185,196+1781,5801,5530.21%-27
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
41,84541,84502,2372,2090.30%-27
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
22,58022,105-4751,0229930.14%-28
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
30,58530,58501,6191,5840.22%-36
ALPHABET INC(GOOG)2,1792,245+666826460.09%-36
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
30,48230,48201,5721,5340.21%-37
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
27,71526,960-7551,4021,3640.19%-38
INTERNATIONAL BUSINESS MACHS(IBM)84184102492040.03%-45
DISNEY WALT CO(DIS)2,8172,81703202710.04%-49
ELEVATION SERIES TRUST7,9258,175+2503783270.04%-51
VANGUARD INDEX FDS702648-544403870.05%-53
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
51,12952,534+1,4052,9722,9170.40%-55
GOLDMAN SACHS ETF TR42,77242,076-6964,2754,2160.58%-59
JPMORGAN CHASE & CO(JPM)2,5292,547+188157490.10%-66
NIKE INC(NKE)6,0686,06803873210.04%-66
JOBY AVIATION INC(JOBY)16,46116,46102171360.02%-81
META PLATFORMS INC(META)1,5071,518+119948680.12%-126
GRANITESHARES ETF TR
2X LONG COIN ETF
000000
ARK ETF TR
INNOVATION ETF
018,124+18,12401,2250.17%+1,225
RIVIAN AUTOMOTIVE INC(RIVN)30,71628,101-2,6156054230.06%-182
ORACLE CORP(ORCL)02,615+2,61503850.05%+385
MICRON TECHNOLOGY INC(MU)1,489653-8364252210.03%-204
ISHARES BITCOIN TRUST ETF(IBIT)018,858+18,85807250.10%+725
NORWEGIAN CRUISE LINE HLDG L
SHS
9,7000-9,7002170-217
PAYCHEX INC(PAYX)2,1000-2,1002360-236
VOLATILITY SHS TR000000
VANGUARD SPECIALIZED FUNDS34,89134,495-3967,6687,4181.02%-250
ALPHABET INC(GOOG)7,4447,185-2592,3362,0610.28%-275
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