Fund HoldingsDonoghue Forlines LLC

Total Portfolio Value
$319.22M
Total Bought
$137.34M
Total Sold
$104.55M
Net Transaction
+$32.79M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
SPDR SER TR
ST PORT HIGH ETF
01,214,790+1,214,790028,4028.90%+28,402
SPDR SER TR
ST STR BLO 1 ETF
0243,246+243,246022,2306.96%+22,230
ISHARES TR
BROAD USD HIGH
0177,716+177,71606,4602.02%+6,460
ISHARES TR074,791+74,79105,7881.81%+5,788
DBX ETF TR0130,111+130,11104,6251.45%+4,625
SSGA ACTIVE ETF TR
ST STR BL LN ETF
0230,027+230,02709,6453.02%+9,645
SPDR SER TR
ST BLOO HIGH ETF
039,912+39,91203,7811.18%+3,781
ISHARES TR
0-5YR HI YL CP
079,048+79,04803,3371.05%+3,337
ISHARES TR
FALN ANGLS USD
095,293+95,29302,5160.79%+2,516
VANECK ETF TRUST
FALLEN ANGEL HG
082,489+82,48902,3740.74%+2,374
COINBASE GLOBAL INC(COIN)010,691+10,69101,8590.58%+1,859
META PLATFORMS INC(META)4,2958,349+4,0541,2892,9550.93%+1,666
FERGUSON PLC NEW7,96715,259+7,2921,3102,9460.92%+1,636
ZSCALER INC(ZS)08,263+8,26301,8310.57%+1,831
CORE & MAIN INC(CNM)038,068+38,06801,5380.48%+1,538
EXPEDIA GROUP INC(EXPE)011,427+11,42701,7350.54%+1,735
CROWDSTRIKE HLDGS INC(CRWD)07,392+7,39201,8870.59%+1,887
SHIFT4 PMTS INC(FOUR)020,261+20,26101,5060.47%+1,506
COSTCO WHSL CORP NEW(COST)02,254+2,25401,4880.47%+1,488
TENET HEALTHCARE CORP(THC)019,326+19,32601,4600.46%+1,460
WILLIAMS SONOMA INC(WSM)07,116+7,11601,4360.45%+1,436
MOODYS CORP(MCO)03,654+3,65401,4270.45%+1,427
WORKDAY INC(WDAY)06,462+6,46201,7840.56%+1,784
VONTIER CORPORATION(VNT)039,538+39,53801,3660.43%+1,366
BROADRIDGE FINL SOLUTIONS IN(BR)4,02210,031+6,0097202,0640.65%+1,344
MICROSOFT CORP(MSFT)03,520+3,52001,3240.41%+1,324
MOLINA HEALTHCARE INC(MOH)03,647+3,64701,3180.41%+1,318
CHURCH & DWIGHT CO INC(CHD)013,802+13,80201,3050.41%+1,305
MANHATTAN ASSOCIATES INC(MANH)06,913+6,91301,4890.47%+1,489
PROCTER AND GAMBLE CO(PG)08,687+8,68701,2730.40%+1,273
SPDR SER TR
ST TERM HIGH ETF
0100,043+100,04302,5150.79%+2,515
SPDR SER TR
ST STR RATE ETF
683,261727,088+43,82720,99022,2426.97%+1,252
CHENIERE ENERGY INC(LNG)07,321+7,32101,2500.39%+1,250
TRIMTABS ETF TR
LEADERS ETF
086,953+86,95304,9231.54%+4,923
TRIMTABS ETF TR
INNOV LEADE ETF
0175,768+175,76804,8831.53%+4,883
NEWMARKET CORP(NEU)3,4564,437+9811,5732,4220.76%+849
APPLIED MATLS INC012,598+12,59802,0420.64%+2,042
TIDAL TR II131,683160,355+28,6722,4813,2921.03%+811
COMERICA INC013,574+13,57407580.24%+758
BROADCOM INC(AVGO)02,629+2,62902,9350.92%+2,935
VIATRIS INC(VTRS)066,415+66,41507190.23%+719
QUALCOMM INC(QCOM)6,5289,765+3,2377251,4120.44%+687
APARTMENT INCOME REIT CORP019,560+19,56006790.21%+679
NEXSTAR MEDIA GROUP INC(NXST)04,289+4,28906720.21%+672
CULLEN FROST BANKERS INC(CFR)06,193+6,19306720.21%+672
CLEARWAY ENERGY INC(CWEN)024,389+24,38906690.21%+669
NETFLIX INC(NFLX)01,356+1,35606600.21%+660
VALERO ENERGY CORP(VLO)04,857+4,85706310.20%+631
GEN DIGITAL INC(GEN)027,626+27,62606300.20%+630
AMCOR PLC(AMCR)064,232+64,23206190.19%+619
PUBLIC SVC ENTERPRISE GRP IN(PEG)09,814+9,81406000.19%+600
EQUINOR ASA(EQNR)018,961+18,96106000.19%+600
ENI S P A(E)016,200+16,20005510.17%+551
MARATHON PETE CORP(MPC)013,022+13,02201,9320.61%+1,932
BUILDERS FIRSTSOURCE INC(BLDR)09,943+9,94301,6600.52%+1,660
PPG INDS INC(PPG)03,239+3,23904840.15%+484
IDEXX LABS INC(IDXX)02,862+2,86201,5890.50%+1,589
KLA CORP(KLAC)0761+76104420.14%+442
RPM INTL INC(RPM)03,851+3,85104300.13%+430
DEVON ENERGY CORP NEW(DVN)09,478+9,47804290.13%+429
CRANE NXT CO(CXT)07,355+7,35504180.13%+418
TRIMTABS ETF TR
INTL LEADERS ETF
057,533+57,53301,6770.53%+1,677
NVIDIA CORPORATION(NVDA)6,2336,225-82,7113,0830.97%+371
ROYAL CARIBBEAN GROUP
COM
13,41712,411-1,0061,2361,6070.50%+371
RELIANCE STEEL & ALUMINUM CO(RS)01,326+1,32603710.12%+371
MOTOROLA SOLUTIONS INC(MSI)01,119+1,11903500.11%+350
MOSAIC CO NEW(MOS)09,310+9,31003330.10%+333
EAGLE MATLS INC(EXP)07,367+7,36701,4940.47%+1,494
MEDPACE HLDGS INC(MEDP)4,9114,926+151,1891,5100.47%+321
TIMKEN CO(TKR)03,868+3,86803100.10%+310
AGILENT TECHNOLOGIES INC(A)02,136+2,13602970.09%+297
NUSTAR ENERGY LP015,361+15,36102870.09%+287
HESS MIDSTREAM LP(HESM)08,967+8,96702840.09%+284
CALIFORNIA RES CORP(CRC)05,163+5,16302820.09%+282
PALANTIR TECHNOLOGIES INC(PLTR)016,243+16,24302790.09%+279
LAM RESEARCH CORP(LRCX)01,862+1,86201,4580.46%+1,458
SOUTHERN COPPER CORP(SCCO)010,982+10,98209450.30%+945
ALIGN TECHNOLOGY INC0909+90902490.08%+249
HP INC(HPQ)08,074+8,07402430.08%+243
DOCUSIGN INC(DOCU)03,938+3,93802340.07%+234
GODADDY INC(GDDY)02,093+2,09302220.07%+222
FASTENAL CO(FAST)011,214+11,21407260.23%+726
NEUROCRINE BIOSCIENCES INC(NBIX)01,548+1,54802040.06%+204
NUTANIX INC(NTNX)04,272+4,27202040.06%+204
SIMON PPTY GROUP INC NEW(SPG)12,47210,868-1,6041,3471,5500.49%+203
APPLOVIN CORP(APP)35,43040,313+4,8831,4161,6060.50%+191
CATERPILLAR INC(CAT)04,989+4,98901,4750.46%+1,475
BHP GROUP LTD016,442+16,44201,1230.35%+1,123
SERVICENOW INC(NOW)02,874+2,87402,0300.64%+2,030
PUBLIC STORAGE(PSA)2,5912,783+1926838490.27%+166
CUBESMART(CUBE)012,551+12,55105820.18%+582
DAVITA INC(DVA)12,96013,144+1841,2251,3770.43%+152
INNOVATIVE INDL PPTYS INC(IIPR)3,3333,979+6462524010.13%+149
SMITH A O CORP(AOS)08,590+8,59007080.22%+708
TJX COS INC NEW(TJX)015,135+15,13501,4200.44%+1,420
DONALDSON INC(DCI)5,3167,034+1,7183174600.14%+143
ADOBE INC(ADBE)4,0573,703-3542,0692,2090.69%+141
TRIMTABS ETF TR
ABACUS FCF REAL
359,700343,431-16,2699,7799,9193.11%+140
COMCAST CORP NEW(CCZ)28,38931,838+3,4491,2591,3960.44%+137
VICI PPTYS INC(VICI)16,64319,388+2,7454846180.19%+134
Page 1 of 1