Fund HoldingsDonoghue Forlines LLC

Total Portfolio Value
$315.50M
Total Bought
$183.68M
Total Sold
$168.87M
Net Transaction
+$14.81M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
SPDR SER TR
ST INTER ETF
0988,393+988,393028,2488.95%+28,248
JANUS DETROIT STR TR
HENDRSON AAA CL
0278,290+278,290014,1124.47%+14,112
SERIES PORTFOLIOS TR
ELDR AAA CLO ETF
0552,435+552,435014,0934.47%+14,093
SERIES PORTFOLIOS TR
ELDRIDGE BBB B
0371,741+371,74109,8773.13%+9,877
CME GROUP INC(CME)014,437+14,43703,8301.21%+3,830
INVESCO EXCH TRADED FD TR II
SR LN ETF
0128,827+128,82702,6670.85%+2,667
OREILLY AUTOMOTIVE INC(ORLY)01,718+1,71802,4610.78%+2,461
EQT CORP(EQT)045,995+45,99502,4580.78%+2,458
FOX CORP(FOX)043,048+43,04802,4370.77%+2,437
VERISIGN INC09,556+9,55602,4260.77%+2,426
CHENIERE ENERGY INC(LNG)010,464+10,46402,4210.77%+2,421
AUTOZONE INC(AZO)0635+63502,4210.77%+2,421
ROBINHOOD MKTS INC(HOOD)057,848+57,84802,4080.76%+2,408
VISA INC(V)06,764+6,76402,3710.75%+2,371
REPUBLIC SVCS INC(RSG)09,763+9,76302,3640.75%+2,364
NRG ENERGY INC(NRG)040,087+40,08703,8271.21%+3,827
BOSTON SCIENTIFIC CORP(BSX)023,351+23,35102,3560.75%+2,356
CITIGROUP INC(C)21,59754,544+32,9471,5203,8721.23%+2,352
MASTERCARD INCORPORATED(MA)04,288+4,28802,3500.74%+2,350
RTX CORPORATION(RTX)017,595+17,59502,3310.74%+2,331
LINDE PLC(LIN)04,990+4,99002,3240.74%+2,324
TELEDYNE TECHNOLOGIES INC(TDY)04,639+4,63902,3090.73%+2,309
ROBLOX CORP(RBLX)039,597+39,59702,3080.73%+2,308
SS&C TECHNOLOGIES HLDGS INC(SSNC)027,616+27,61602,3070.73%+2,307
COCA COLA CO(KO)032,195+32,19502,3060.73%+2,306
YUM BRANDS INC(YUM)014,583+14,58302,2950.73%+2,295
ABBOTT LABS017,283+17,28302,2930.73%+2,293
JABIL INC(JBL)016,789+16,78902,2840.72%+2,284
HOWMET AEROSPACE INC(HWM)017,599+17,59902,2830.72%+2,283
EQUITABLE HLDGS INC043,779+43,77902,2800.72%+2,280
ELI LILLY & CO(LLY)02,737+2,73702,2610.72%+2,261
F5 INC(FFIV)08,462+8,46202,2530.71%+2,253
KLA CORP(KLAC)03,306+3,30602,2470.71%+2,247
STARBUCKS CORP(SBUX)022,815+22,81502,2380.71%+2,238
ECOLAB INC(ECL)08,823+8,82302,2370.71%+2,237
TAPESTRY INC(TPR)031,407+31,40702,2110.70%+2,211
SIMON PPTY GROUP INC NEW(SPG)022,350+22,35003,7121.18%+3,712
TWILIO INC(TWLO)021,899+21,89902,1440.68%+2,144
LISTED FD TR
ROUN MA SEVE ETF
046,574+46,57402,1360.68%+2,136
CLOUDFLARE INC(NET)018,856+18,85602,1250.67%+2,125
PINTEREST INC(PINS)067,661+67,66102,0970.66%+2,097
META PLATFORMS INC(META)03,632+3,63202,0930.66%+2,093
ABBVIE INC(ABBV)9,02217,484+8,4621,6033,6631.16%+2,060
BROADCOM INC(AVGO)011,592+11,59201,9410.62%+1,941
SUPER MICRO COMPUTER INC(SMCI)053,020+53,02001,8150.58%+1,815
EXXON MOBIL CORP013,329+13,32901,5850.50%+1,585
INTERNATIONAL PAPER CO(IP)028,735+28,73501,5330.49%+1,533
M & T BK CORP(MTB)08,453+8,45301,5110.48%+1,511
PRINCIPAL FINANCIAL GROUP IN(PFG)017,736+17,73601,4960.47%+1,496
JOHNSON & JOHNSON(JNJ)08,934+8,93401,4820.47%+1,482
VICI PPTYS INC(VICI)045,341+45,34101,4790.47%+1,479
CF INDS HLDGS INC(CF)018,722+18,72201,4630.46%+1,463
L3HARRIS TECHNOLOGIES INC(LHX)06,961+6,96101,4570.46%+1,457
PFIZER INC(PFE)056,592+56,59201,4340.45%+1,434
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
016,773+16,77301,4250.45%+1,425
NEXTERA ENERGY INC(NEE)019,954+19,95401,4150.45%+1,415
MERCK & CO INC(MRK)015,586+15,58601,3990.44%+1,399
UNITED PARCEL SERVICE INC(UPS)012,623+12,62301,3880.44%+1,388
PHILIP MORRIS INTL INC(PM)12,54014,880+2,3401,5092,3620.75%+853
INTERNATIONAL BUSINESS MACHS(IBM)09,021+9,02102,2430.71%+2,243
AT&T INC(T)157,213144,146-13,0673,5804,0761.29%+497
WALMART INC(WMT)22,50026,428+3,9282,0332,3200.74%+287
WELLTOWER INC(WELL)16,61515,281-1,3342,0942,3410.74%+247
ATLASSIAN CORPORATION7,7799,943+2,1641,8932,1100.67%+217
LPL FINL HLDGS INC(LPLA)6,4637,054+5912,1102,3080.73%+197
SSGA ACTIVE ETF TR
ST STR BL LN ETF
572,044585,077+13,03323,87124,0647.63%+193
FORTINET INC(FTNT)21,79122,993+1,2022,0592,2130.70%+154
CVS HEALTH CORP(CVS)31,18722,443-8,7441,4001,5210.48%+121
CHEVRON CORP NEW(CVX)10,1999,530-6691,4771,5940.51%+117
FIDELITY NATIONAL FINANCIAL(FNF)26,17323,595-2,5781,4691,5360.49%+66
VERIZON COMMUNICATIONS INC(VZ)37,38634,156-3,2301,4951,5490.49%+54
ONEOK INC NEW(OKE)14,95315,645+6921,5011,5520.49%+51
FORD MTR CO(F)149,011151,687+2,6761,4751,5210.48%+46
PALANTIR TECHNOLOGIES INC(PLTR)29,46126,920-2,5412,2282,2720.72%+44
HUNTINGTON BANCSHARES INC(HBAN)89,74699,993+10,2471,4601,5010.48%+41
COMCAST CORP NEW(CCZ)39,79241,334+1,5421,4931,5250.48%+32
FIFTH THIRD BANCORP(FITB)34,31737,760+3,4431,4511,4800.47%+29
PAYCHEX INC(PAYX)10,88510,035-8501,5261,5480.49%+22
US BANCORP DEL(USB)30,53534,906+4,3711,4601,4740.47%+13
SNAP ON INC(SNA)4,3984,467+691,4931,5050.48%+12
ALTRIA GROUP INC(MO)28,66825,172-3,4961,4991,5110.48%+12
PHILLIPS 66(PSX)12,62511,736-8891,4381,4490.46%+11
PRUDENTIAL FINL INC(PFH)12,89713,714+8171,5291,5320.49%+3
KINDER MORGAN INC DEL(KMI)57,02054,851-2,1691,5621,5650.50%+3
PNC FINL SVCS GROUP INC(PNC)7,7508,507+7571,4951,4950.47%+1
STATE STR CORP(STT)15,58516,962+1,3771,5301,5190.48%-11
CITIZENS FINL GROUP INC(CFG)33,92535,942+2,0171,4851,4730.47%-12
PRICE T ROWE GROUP INC(TROW)12,80615,597+2,7911,4481,4330.45%-15
AMGEN INC(AMGN)04,656+4,65601,4510.46%+1,451
NORTHERN TR CORP(NTRS)14,77914,811+321,5151,4610.46%-54
MORGAN STANLEY(MS)12,28312,758+4751,5441,4880.47%-56
HP INC(HPQ)45,20651,108+5,9021,4751,4150.45%-60
PACCAR INC(PCAR)13,89314,220+3271,4451,3850.44%-61
MEDTRONIC PLC(MDT)18,82815,905-2,9231,5041,4290.45%-75
BEST BUY INC(BBY)18,09920,031+1,9321,5531,4740.47%-78
METLIFE INC(MET)19,09418,370-7241,5631,4750.47%-88
BRISTOL-MYERS SQUIBB CO(BMY)27,80124,328-3,4731,5721,4840.47%-89
CONAGRA BRANDS INC(CAG)57,41856,146-1,2721,5931,4970.47%-96
NEWMONT CORP(NEM)37,5280-37,5281,3970-1,397
SELECT SECTOR SPDR TR
ST STR ENERG ETF
16,5820-16,5821,4200-1,420
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