Fund Holdings — Pettinga Financial Advisors LLC

Total Portfolio Value
$512.91M
Total Bought
$70.24M
Total Sold
$31.32M
Net Transaction
+$38.92M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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ISHARES TR25,44265,105+39,6637,74321,6704.22%+13,926
GLOBAL X FDS
DEFENSE TECH ETF
086,323+86,32306,0631.18%+6,063
ISHARES TR
U S EQUITY FACTR
442,817474,408+31,59128,39832,7726.39%+4,374
SPDR S&P 500 ETF TR(SPY)22,67127,093+4,42214,00718,0493.52%+4,042
ISHARES GOLD TR(IAU)92,392130,495+38,1035,7629,4961.85%+3,735
SPDR GOLD TR(GLD)52,41353,288+87515,97718,9423.69%+2,965
ISHARES TR113,618120,266+6,64822,20324,8364.84%+2,633
APPLE INC(AAPL)47,16347,627+4649,67612,1272.36%+2,451
BLUE OWL TECHNOLOGY FIN CORP0155,174+155,17402,1450.42%+2,145
ISHARES TR260,255254,846-5,40928,65430,7656.00%+2,111
DOUBLELINE YIELD OPPORTUNITI(DLY)0139,324+139,32402,1010.41%+2,101
SELECT SECTOR SPDR TR
ST STR STAPL ETF
023,726+23,72601,8590.36%+1,859
ISHARES TR47,20446,367-83729,30931,0336.05%+1,724
SPDR DOW JONES INDL AVERAGE(DIA)24,24926,468+2,21910,68512,2742.39%+1,589
NORTHERN LTS FD TR IV
INSPIRE 500 ETF
7,95913,106+5,1471,8253,2670.64%+1,442
ISHARES TR50,23064,211+13,9814,7166,1101.19%+1,394
BLUE OWL CAPITAL CORPORATION(OBDC)80,639193,148+112,5091,1562,4670.48%+1,310
ABRDN SILVER ETF TRUST116,375114,800-1,5754,0045,1061.00%+1,102
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
155,059177,008+21,9494,5635,6361.10%+1,073
VANECK ETF TRUST
URANI NUCLE ETF
19,90224,049+4,1472,2133,2620.64%+1,050
SPROTT ASSET MANAGEMENT LP(PSLV)230,100243,600+13,5002,8163,8250.75%+1,008
ISHARES TR23,13422,996-1389,82210,7712.10%+949
ISHARES SILVER TR(SLV)101,972100,603-1,3693,3464,2630.83%+917
BLACKROCK ETF TRUST II45,74862,370+16,6222,4173,3210.65%+903
ALPHABET INC(GOOG)13,15113,201+502,3333,2150.63%+882
CRESCENT CAP BDC INC(CCAP)059,767+59,76708520.17%+852
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
26,06729,075+3,0084,7375,5151.08%+778
ISHARES TR
MSCI USA MMENTM
31,96032,656+6967,6818,3751.63%+694
RBB FUND TRUST
FIRS EAGL OV ETF
53,47461,153+7,6792,2502,8210.55%+571
ISHARES TR15,39020,664+5,2741,4251,9670.38%+542
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
44,43149,231+4,8002,8313,3700.66%+540
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
144,115149,341+5,2264,1724,7090.92%+537
ISHARES TR
CONV BD ETF
6,16610,838+4,6725561,0840.21%+529
ISHARES BITCOIN TRUST ETF(IBIT)124,578125,219+6417,6258,1391.59%+514
SELECT SECTOR SPDR TR
ST STR CARE ETF
12,17015,446+3,2761,6402,1500.42%+509
CINCINNATI FINL CORP(CINF)52,70552,721+167,8498,3351.63%+486
DIMENSIONAL ETF TRUST
EMERGING MKTS VA
36,20748,764+12,5571,0861,5550.30%+469
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
38,24747,341+9,0941,8942,3410.46%+448
BLACKROCK MUNIYIELD FD INC30,06069,690+39,6303027360.14%+434
ISHARES TR08,163+8,16304210.08%+421
SPDR SERIES TRUST
ST STR SP BIOT
17,74518,540+7951,4721,8580.36%+386
ISHARES TR109,490109,715+2256,7917,1601.40%+369
VANECK ETF TRUST
GOLD MINERS ETF
17,80816,458-1,3509271,2570.25%+330
DXP ENTERPRISES INC(DXPE)10,00010,00008771,1910.23%+314
ISHARES TR
0-5 YR TIPS ETF
5,8378,692+2,8556018980.18%+298
INVESCO DB US DLR INDEX TR
BULLISH FD
57,27566,120+8,8451,5401,8190.35%+279
DOUBLELINE ETF TRUST
SHIL CAP U S ETF
08,128+8,12802650.05%+265
NVIDIA CORPORATION(NVDA)6,5906,971+3811,0411,3010.25%+260
TESLA INC(TSLA)0570+57002530.05%+253
SPDR SERIES TRUST
ST STR SP METAL
14,38412,869-1,5159671,1990.23%+232
ISHARES TR90,24284,953-5,2899,86310,0951.97%+232
SPROTT ASSET MANAGEMENT LP(PHYS)37,87240,197+2,3259601,1910.23%+231
EXXON MOBIL CORP3,0164,927+1,9113255560.11%+230
VANECK ETF TRUST
JUNIOR GOLD MINE
02,209+2,20902190.04%+219
GRAYSCALE BITCOIN MINI TR ET(BTC)47,81649,352+1,5362,2832,4990.49%+215
ONEOK INC NEW(OKE)02,875+2,87502100.04%+210
BROOKFIELD WEALTH SOL LTD
CL A EXCHANGEAB
03,000+3,00002050.04%+205
AFLAC INC(AFL)01,816+1,81602030.04%+203
MICROSOFT CORP(MSFT)7,2857,323+383,6243,7930.74%+169
GERMAN AMERN BANCORP INC(GABC)7,44411,121+3,6772874370.09%+150
ALPHABET INC(GOOG)2,1882,189+13865320.10%+146
SELECT SECTOR SPDR TR
ST STR ENERG ETF
34,07733,959-1182,8903,0340.59%+144
GLOBAL X FDS
GLOBAL X URANIUM
20,30919,434-8757889260.18%+138
WALMART INC(WMT)5,7806,764+9845656970.14%+132
BROADCOM INC(AVGO)2,6832,628-557408670.17%+128
ISHARES INC
CORE MSCI EMKT
21,20421,203-11,2731,3980.27%+125
GLOBAL X FDS
GLOBAL X SILVER
8,6127,528-1,0844155390.11%+125
ISHARES TR1,5752,325+7502093300.06%+121
ABRDN PLATINUM ETF TRUST7,2857,095-1908951,0140.20%+119
ISHARES U S ETF TR
GSCI CMDTY STGY
60,38862,451+2,0631,5611,6770.33%+116
PROSHARES TR
SHRT 20+YR TRE
13,85018,900+5,0503354480.09%+114
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
16,93918,030+1,0916076950.14%+88
AMPLIFY ETF TR26,60520,840-5,7653944810.09%+87
SPDR SERIES TRUST
SP O&G EXPL PRO
15,56715,372-1951,9582,0320.40%+74
SPROTT ASSET MANAGEMENT LP(SPPP)17,72119,571+1,8502082660.05%+58
ISHARES TR5,3355,337+27207770.15%+57
GLOBAL X FDS
GLOBAL X COPPER
26,35020,531-5,8191,1861,2280.24%+42
UNITED STS GASOLINE FD LP(UGA)16,70116,226-4751,0061,0460.20%+41
GE AEROSPACE(GE)91691602362760.05%+40
BP PLC(BP)6,9407,036+962082420.05%+35
OLD NATL BANCORP IND(ONB)52,14652,14601,1131,1450.22%+32
SELECT SECTOR SPDR TR
ST STR FINL ETF
12,44012,640+2006516810.13%+29
DUKE ENERGY CORP NEW(DUK)5,0505,05005966250.12%+29
ISHARES TR39,38338,006-1,3773,5203,5490.69%+28
CHEVRON CORP NEW(CVX)3,1263,062-644484760.09%+28
ISHARES TR73,19672,447-7497,4377,4611.45%+25
ISHARES TR
ESG AWR MSCI USA
2,3892,38903233480.07%+25
GRAYSCALE BITCOIN TRUST ETF(GBTC)7,2157,079-1366126350.12%+23
JPMORGAN CHASE & CO.(JPM)70370302042220.04%+18
MCDONALDS CORP(MCD)1,4271,42704174340.08%+17
DIMENSIONAL ETF TRUST
US TARGETED VLU
3,9563,95602132300.04%+17
ENBRIDGE INC(ENB)5,4885,238-2502492640.05%+16
AMAZON COM INC(AMZN)5,5295,594+651,2131,2280.24%+15
PEPSICO INC(PEP)1,8121,81202392540.05%+15
ISHARES TR4,4884,328-1602172310.05%+15
NORDIC AMERICAN TANKERS LIMI
COM
23,65023,650062740.01%+12
INDIA FD INC(IFN)26,58030,650+4,0704394490.09%+10
UNITED STS COMMODITY INDEX F(CPER)14,23715,257+1,0204504580.09%+7
ENERGY TRANSFER L P(ET)13,17014,290+1,1202392450.05%+6
META PLATFORMS INC(META)643653+104744790.09%+5
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Pettinga Financial Advisors LLC — 13F Holdings — Q3 2025 | TickerTrail