Fund HoldingsSloy Dahl & Holst, LLC

Total Portfolio Value
$832.70M
Total Bought
$41.66M
Total Sold
$123.87M
Net Transaction
-$82.22M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ISHARES ETHEREUM TR(ETHA)0314,827+314,82707,0620.85%+7,062
PALANTIR TECHNOLOGIES INC(PLTR)148,488168,762+20,27427,08729,9973.60%+2,910
DIREXION SHS ETF TR
DLY TSLA BULL 2X
1,419,0781,688,402+269,32429,95732,2653.87%+2,309
APPLE INC(AAPL)185,524181,288-4,23647,24049,2855.92%+2,045
THEMES ETF TR
LEVERAGE SHS 2X
0569,545+569,54501,8110.22%+1,811
BITWISE XRP ETF(XRP)086,291+86,29101,7710.21%+1,771
VANGUARD BD INDEX FDS15,01230,538+15,5261,1162,2620.27%+1,145
NVIDIA CORPORATION(NVDA)222,764226,905+4,14141,56342,3185.08%+754
SELECT SECTOR SPDR TR
ST STR ENERG ETF
014,738+14,73806590.08%+659
LAM RESEARCH CORP(LRCX)16,93016,93002,2672,8980.35%+631
VANGUARD BD INDEX FDS7,25414,605+7,3515721,1510.14%+579
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
11,10423,107+12,0035491,1170.13%+567
SPDR SERIES TRUST
ST STR BLO 1 ETF
05,775+5,77505280.06%+528
ALPHABET INC(GOOG)7,4647,444-201,8182,3360.28%+518
VANGUARD INDEX FDS3,4545,018+1,5641,0631,5800.19%+517
GOLDMAN SACHS ETF TR37,94342,772+4,8293,8034,2750.51%+472
VICTORY PORTFOLIOS II
CORE BD ETF
107,713116,092+8,3795,1195,4980.66%+379
SELECT SECTOR SPDR TR
ST STR FINL ETF
04,859+4,85902660.03%+266
SPDR SERIES TRUST
ST STR SP BIOT
02,007+2,00702450.03%+245
VANGUARD STAR FDS6,8829,913+3,0315067480.09%+242
FLEXSHARES TR
QLT DIV DEF IDX
68,62470,627+2,0035,4895,7180.69%+229
JANUS DETROIT STR TR
B-BBB CLO ETF
04,670+4,67002230.03%+223
JOBY AVIATION INC(JOBY)016,461+16,46102170.03%+217
VANGUARD INDEX FDS1,6542,403+7494866970.08%+211
VANGUARD WHITEHALL FDS01,415+1,41502030.02%+203
VANECK MERK GOLD ETF(OUNZ)38,59539,095+5001,4351,6220.19%+186
MICRON TECHNOLOGY INC(MU)1,4881,489+12494250.05%+176
RIVIAN AUTOMOTIVE INC(RIVN)030,716+30,71606050.07%+605
ALPHABET INC(GOOG)2,2182,179-395396820.08%+143
JOHNSON & JOHNSON(JNJ)6,1556,117-381,1411,2660.15%+125
VANGUARD INDEX FDS9491,376+4272413550.04%+113
VANGUARD INTL EQUITY INDEX F6,1148,199+2,0853314410.05%+109
TCW ETF TRUST
TRANS SYSTE ETF
16,02517,395+1,3701,5651,6730.20%+107
VANGUARD SPECIALIZED FUNDS35,06634,891-1757,5677,6680.92%+101
PACER FDS TR
US CASH COWS 100
20,83321,351+5181,1971,2850.15%+87
WISDOMTREE TR(WT)20,90921,016+1079631,0230.12%+59
EXXON MOBIL CORP7,8667,832-348879430.11%+56
FIRST TR EXCHNG TRADED FD VI
FT VEST NAS
81,71581,095-6202,6302,6760.32%+47
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
50,92451,129+2052,9292,9720.36%+42
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
42,04541,845-2002,1972,2370.27%+40
WISDOMTREE TR(WT)14,90014,90007517910.09%+40
SPDR GOLD TR(GLD)92492403283660.04%+38
RTX CORPORATION(RTX)2,2652,26503794150.05%+36
CISCO SYS INC(CSCO)4,1724,17202853210.04%+36
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
33,00033,00001,5311,5660.19%+35
FIRST TR EXCHANGE-TRADED FD30,35030,35007277590.09%+32
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
30,58530,58501,5881,6190.19%+32
AMPLIFY ETF TR2,5703,145+5752232530.03%+30
ELEVATION SERIES TRUST7,7157,925+2103513780.05%+27
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
22,58022,58001,0011,0220.12%+21
WALMART INC(WMT)2,1212,12102192360.03%+18
JPMORGAN CHASE & CO.(JPM)2,5292,52907988150.10%+17
CALAMOS ETF TR
S&P 500 STRUCTU
12,63513,025+3903233390.04%+16
JANUS DETROIT STR TR
HENDRSON AAA CL
23,92024,320+4001,2151,2300.15%+15
NEXTERA ENERGY INC(NEE)2,8532,858+52152290.03%+14
FIRST TR EXCHNG TRADED FD VI
FT VEST NAS
20,25020,25006296420.08%+13
TRUST FOR PROFESSIONAL MANAG
CONVERGENCE LNG
9,8709,87002572700.03%+13
INTERNATIONAL BUSINESS MACHS(IBM)0841+84102490.03%+249
COCA COLA CO(KO)03,166+3,16602210.03%+221
FIRST TR EXCHNG TRADED FD VI
FT VEST NAS
15,07515,07504694800.06%+11
ISHARES TR506510+43393490.04%+11
TRAVELERS COMPANIES INC(TRV)83983902342430.03%+9
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
11,14011,14004925000.06%+8
FIRST TR EXCHANGE-TRADED FD8,0308,03003493560.04%+7
VANGUARD INDEX FDS897898+12943010.04%+7
FIRST TR EXCHNG TRADED FD VI
FT VEST INTER EQ
8,5008,50002232300.03%+6
AMAZON COM INC(AMZN)37,69535,876-1,8198,2778,2810.99%+4
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
3,6303,63002032070.02%+4
CALAMOS ETF TR
S&P 500 STR OCTO
10,74010,74002882910.03%+3
CALAMOS ETF TR
RUSSE 2000 OCTOB
10,08010,08002692720.03%+3
BOEING CO(BA)1,1561,15602502510.03%+1
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
31,08230,482-6001,5711,5720.19%+1
PIMCO ETF TR
ENHAN SHRT MA AC
2,0002,00002012010.02%-1
FLEXSHARES TR
ULTR SHO INC FD
3,2853,28502482480.03%-1
BERKSHIRE HATHAWAY INC DEL11,04411,04405,5525,5510.67%-1
INVESCO QQQ TR672654-184034020.05%-2
CONOCOPHILLIPS(COP)2,6292,62902492460.03%-3
INTEL CORP(INTC)8,0367,236-8002702670.03%-3
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
027,715+27,71501,4020.17%+1,402
VICTORY PORTFOLIOS II
VCSHS US LRG CAP
18,09818,100+21,2591,2460.15%-13
PACER FDS TR
US SM CAP CA ETF
10,88010,430-4504764630.06%-14
VANGUARD INDEX FDS745702-434564400.05%-16
PFIZER INC(PFE)12,21411,698-5163112910.03%-20
ILLINOIS TOOL WKS INC(ITW)1,5001,50003913690.04%-22
NORWEGIAN CRUISE LINE HLDG L
SHS
09,700+9,70002170.03%+217
CHEVRON CORP NEW(CVX)7,9447,94401,2341,2110.15%-23
UNION PAC CORP(UNP)6,0506,05001,4301,3990.17%-31
PAYCHEX INC(PAYX)02,100+2,10002360.03%+236
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
26,65125,797-8541,5221,4770.18%-45
NIKE INC(NKE)6,3386,068-2704423870.05%-55
ETF OPPORTUNITIES TRUST
T REX 2X LONG
31,32831,32808998370.10%-62
ISHARES TR5,2504,660-5904694060.05%-63
DISNEY WALT CO(DIS)02,817+2,81703200.04%+320
VERIZON COMMUNICATIONS INC(VZ)19,28018,276-1,0048477440.09%-103
HOME DEPOT INC(HD)1,3181,251-675344300.05%-104
COSTCO WHSL CORP NEW(COST)01,439+1,43901,2410.15%+1,241
META PLATFORMS INC(META)01,507+1,50709940.12%+994
WISDOMTREE TR(WT)239,415228,393-11,0229,0838,9121.07%-172
INVESTMENT MANAGERS SER TR I
TRAD 2X INNO ETF
7,6088,947+1,3396254340.05%-190
SPDR SERIES TRUST
ST STR SP BIOT
2,0030-2,0032010-201
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