Fund HoldingsCsenge Advisory Group

Total Portfolio Value
$2.18B
Total Bought
$195.34M
Total Sold
$210.31M
Net Transaction
-$14.98M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
FIRST TR EXCHANGE-TRADED FD031,620+31,62006,3500.29%+6,350
LEGG MASON ETF INVT
FRANKLIN INTL LW
679,433761,719+82,28625,01730,8801.41%+5,863
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
580,044607,965+27,921111,113116,6815.34%+5,568
ISHARES TR162,800281,197+118,3974,9579,9880.46%+5,031
FIRST TR EXCHANGE TRAD FD VI
FST TR GLB FD
0852,829+852,829024,4851.12%+24,485
FIRST TR EXCH TRADED FD III
EME MRK BD ETF
237,751392,454+154,7037,08511,2780.52%+4,193
INVESCO EXCH TRADED FD TR II035,467+35,46704,1120.19%+4,112
SCHWAB STRATEGIC TR76,281214,229+137,9482,0765,9660.27%+3,891
FRANKLIN TEMPLETON ETF TR
FTSE CANADA
32,188109,479+77,2911,5555,3580.25%+3,803
BLACKROCK ETF TRUST II97,748170,296+72,5485,1588,8430.41%+3,685
FIRST TR EXCHANGE TRADED FD
DORSY WR MOMNT
0680,567+680,567023,5291.08%+23,529
ISHARES TR136,516171,130+34,61413,11016,6220.76%+3,512
ISHARES TR54,192111,189+56,9972,9656,3140.29%+3,350
EXXON MOBIL CORP073,592+73,592012,4860.57%+12,486
FIRST TR EXCHANGE-TRADED FD
LNG DUR OPRTUN
974,2161,135,800+161,58421,26724,4991.12%+3,232
SPDR SERIES TRUST
ST STR BL 12 ETF
25,80954,157+28,3482,5615,3850.25%+2,825
ISHARES TR
US TREAS BD ETF
0157,684+157,68403,6130.17%+3,613
FRANKLIN TEMPLETON ETF TR
FTSE CHINA
0123,752+123,75202,7710.13%+2,771
ISHARES TR033,997+33,99703,7860.17%+3,786
FRANKLIN TEMPLETON ETF TR
FRANKLIN ASIA
244,991324,485+79,4947,2599,9160.45%+2,657
MARATHON PETE CORP(MPC)10,30817,698+7,3901,6764,3220.20%+2,645
FIRST TR EXCHANGE TRADED FD
SMID RISNG ETF
126,417183,235+56,8184,8447,2250.33%+2,381
ISHARES INC048,127+48,12703,0150.14%+3,015
ISHARES TR99,911192,313+92,4022,3064,4140.20%+2,108
BLACKROCK ETF TRUST
ISHARES DEFENSE
062,859+62,85902,0570.09%+2,057
BLACKROCK ETF TRUST
ISHA LA CORE ETF
044,123+44,12301,8120.08%+1,812
PGIM ETF TR
AAA CLO ETF
034,544+34,54401,7680.08%+1,768
OMEGA HEALTHCARE INVS INC(OHI)040,238+40,23801,7630.08%+1,763
COEUR MNG INC(CDE)092,792+92,79201,7420.08%+1,742
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
1,005,3531,048,094+42,74169,84271,5643.28%+1,722
FIRST TR EXCHANGE-TRADED FD
UTILITIES ALPH
0252,320+252,320012,5130.57%+12,513
GLOBAL X FDS
ARTIFICIAL ETF
037,250+37,25001,7380.08%+1,738
UNION PAC CORP(UNP)06,623+6,62301,6070.07%+1,607
ISHARES TR085,564+85,56401,9610.09%+1,961
EASTMAN CHEM CO(EMN)017,445+17,44501,3310.06%+1,331
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQT
038,607+38,60701,3040.06%+1,304
FIRST INDL RLTY TR INC(FR)022,006+22,00601,2730.06%+1,273
NEWMARKET CORP(NEU)01,938+1,93801,2420.06%+1,242
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
1,871,9761,895,335+23,359112,188113,3035.19%+1,116
ISHARES TR022,953+22,953014,9930.69%+14,993
AIM ETF PRODUCTS TRUST
ALLIA U S 5 ETF
034,822+34,82201,0930.05%+1,093
SELECT SECTOR SPDR TR
ST STR CARE ETF
67,67478,732+11,05810,47611,5430.53%+1,067
UNITED PARCEL SVCS INC(UPS)20,95731,775+10,8182,0793,1260.14%+1,047
INTEL CORP(INTC)049,860+49,86002,2000.10%+2,200
SPDR INDEX SHS FDS
ST STR PO EX ETF
022,420+22,42001,0230.05%+1,023
SPDR SERIES TRUST
ST TERM HIGH ETF
34,63975,987+41,3488771,8980.09%+1,021
INVESCO EXCH TRADED FD TR II056,591+56,59101,0150.05%+1,015
INVESCO EXCH TRADED FD TR II019,196+19,19602,1520.10%+2,152
ISHARES TR
MSCI UK ETF NEW
020,539+20,53909360.04%+936
RYANAIR HOLDINGS PLC(RYAAY)015,987+15,98709240.04%+924
LATTICE SEMICONDUCTOR CORP(LSCC)09,944+9,94409220.04%+922
CATERPILLAR INC(CAT)04,821+4,82103,4150.16%+3,415
ISHARES INC
MSCI JAPAN ETF
16,44026,322+9,8821,3272,2230.10%+895
BWX TECHNOLOGIES INC(BWXT)04,317+4,31708830.04%+883
ELEMENT SOLUTIONS INC(ESI)025,717+25,71708780.04%+878
ISHARES INC019,887+19,88701,0900.05%+1,090
COSTCO WHOLESALE CORPORATION(COST)05,343+5,34305,3240.24%+5,324
VERIZON COMMUNICATIONS INC(VZ)064,785+64,78503,2520.15%+3,252
DIREXION SHARES ETF TRUST
DLY MU BULL 2X
06,775+6,77508160.04%+816
DUKE ENERGY CORP NEW(DUK)054,626+54,62607,1530.33%+7,153
PERMIAN RESOURCES CORP(PR)036,339+36,33907750.04%+775
PEABODY ENGR CORP(BTU)023,472+23,47207730.04%+773
SCHWAB STRATEGIC TR0100,105+100,10502,3240.11%+2,324
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQT
021,751+21,75106870.03%+687
KEYSIGHT TECHNOLOGIES INC(KEYS)02,406+2,40606790.03%+679
SOUTHERN CO(SO)058,154+58,15405,6130.26%+5,613
ABRDN ETFS062,122+62,12201,5090.07%+1,509
FIRST TR EXCHNG TRADED FD VI
FT VEST INTE
024,441+24,44106430.03%+643
ISHARES INC015,926+15,92608460.04%+846
WESTERN DIGITAL CORP(WDC)02,252+2,25206090.03%+609
FIDELITY MERRIMACK STR TR013,213+13,21306030.03%+603
HARBOR ETF TRUST
COMM ALL WEA ETF
347,836297,744-50,0928,6339,2330.42%+600
CONSTELLIUM SE(CSTM)024,215+24,21505950.03%+595
VALERO ENERGY CORP(VLO)06,305+6,30501,5580.07%+1,558
ASML HLDG NV
N Y REGISTRY SHS
01,163+1,16301,5360.07%+1,536
ASTRAZENECA PLC(AZN)02,790+2,79005490.03%+549
CHEVRON CORPORATION(CVX)032,816+32,81606,7900.31%+6,790
ISHARES TR023,809+23,80905270.02%+527
VANECK BITCOIN ETF(HODL)027,109+27,10905190.02%+519
GLOBAL X FDS
GLOBAL X URANIUM
010,570+10,57005120.02%+512
JAZZ PHARMACEUTICALS PLC(JAZZ)02,683+2,68305070.02%+507
MICRON TECHNOLOGY INC(MU)05,815+5,81501,9650.09%+1,965
APPLIED MATLS INC08,805+8,80503,0100.14%+3,010
INVESCO DB US DLR INDEX TR(UDN)027,245+27,24504900.02%+490
GLOBAL X FDS
GLBX MSCI COLUM
012,350+12,35004890.02%+489
HUNTINGTON BANCSHARES INC(HBAN)030,923+30,92304840.02%+484
SCHWAB STRATEGIC TR0150,239+150,23903,7420.17%+3,742
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
821,151833,477+12,32641,04941,5151.90%+466
COCA COLA CO(KO)063,631+63,63104,8390.22%+4,839
INNOVATOR ETFS TRUST
EQUI DEFI 1 AUG
017,160+17,16004570.02%+457
ISHARES INC011,457+11,45704560.02%+456
NORTHROP GRUMMAN CORP(NOC)02,590+2,59001,7670.08%+1,767
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
08,994+8,99404530.02%+453
NEXTPOWER INC03,754+3,75404530.02%+453
FRANKLIN TEMPLETON ETF TR
FTSE SOUTH KOREA
011,293+11,29304500.02%+450
SPDR INDEX SHS FDS
ST PORT MARK ETF
09,509+9,50904460.02%+446
ELEVATION SERIES TRUST034,522+34,52208140.04%+814
MERCK & CO INC(MRK)015,172+15,17201,8250.08%+1,825
SHELL PLC(SHEL)04,566+4,56604250.02%+425
PFIZER INC(PFE)0150,210+150,21004,2180.19%+4,218
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