Fund HoldingsCsenge Advisory Group

Total Portfolio Value
$1.90B
Total Bought
$199.14M
Total Sold
$158.01M
Net Transaction
+$41.13M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
FIRST TR EXCHNG TRADED FD VI
SMIT UNCO BD ETF
01,246,483+1,246,483030,8011.62%+30,801
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
1,183,8801,566,530+382,65070,93893,6784.93%+22,740
SPDR S&P 500 ETF TR(SPY)0197,959+197,9590116,6756.14%+116,675
INVESCO QQQ TR0135,310+135,310070,2413.70%+70,241
ISHARES TR0168,345+168,345013,3950.70%+13,395
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
0595,494+595,4940105,0635.53%+105,063
MICROSOFT CORP(MSFT)058,608+58,608026,9811.42%+26,981
NVIDIA CORPORATION(NVDA)0129,842+129,842017,5460.92%+17,546
SPDR SERIES TRUST
ST BLOO HIGH ETF
056,768+56,76805,4450.29%+5,445
FIRST TR EXCHANGE-TRADED FD1,773,8621,783,853+9,99171,06174,6013.92%+3,540
ISHARES TR0249,776+249,776025,8721.36%+25,872
SCHWAB STRATEGIC TR947,696983,538+35,84219,70322,9161.21%+3,214
SPDR SERIES TRUST
ST STR P500ETF
0122,055+122,05508,4620.45%+8,462
FIRST TR EXCHNG TRADED FD VI
SMITH OPPORT FXD
054,336+54,33602,3560.12%+2,356
HARBOR ETF TRUST
COMM ALL WEA ETF
149,502246,171+96,6693,5855,8100.31%+2,225
INNOVATOR ETFS TRUST
EQUI DEFI 1 DECE
0110,672+110,67202,6720.14%+2,672
ISHARES TR094,016+94,01605,9830.31%+5,983
TESLA INC(TSLA)024,986+24,98608,6570.46%+8,657
BLACKROCK ETF TRUST
ISHA US THEM ETF
059,297+59,29702,0200.11%+2,020
ISHARES INC
CORE MSCI EMKT
0107,620+107,62006,1010.32%+6,101
AMAZON COM INC(AMZN)073,448+73,448015,0580.79%+15,058
PLANET FITNESS INC(PLNT)6,35123,742+17,3915962,4410.13%+1,846
VANECK ETF TRUST
SEMICONDUCTR ETF
035,561+35,56108,5260.45%+8,526
ISHARES TR
CORE INTL AGGR
033,722+33,72201,7150.09%+1,715
ISHARES TR
MSCI USA QLT FCT
077,990+77,990013,8090.73%+13,809
PIMCO ETF TR
ULTR SH GO AC FD
28,38442,449+14,0652,8694,2980.23%+1,429
VANGUARD BD INDEX FDS054,366+54,36603,9560.21%+3,956
BLACKROCK ETF TRUST
ISHARES US EQUIT
0155,495+155,49508,0780.43%+8,078
ISHARES TR54,09058,111+4,0219,59410,9820.58%+1,388
BROADCOM INC(AVGO)019,996+19,99604,8400.25%+4,840
META PLATFORMS INC(META)09,515+9,51506,1610.32%+6,161
ISHARES TR057,703+57,70306,0800.32%+6,080
PROSHARES TR
SHRT HGH YIELD
919,7101,020,823+101,11314,99116,2920.86%+1,301
VANGUARD INDEX FDS023,074+23,07409,5330.50%+9,533
ISHARES TR16,29118,650+2,3594,1395,3780.28%+1,240
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
712,177736,493+24,31634,84736,0141.89%+1,168
CAL MAINE FOODS INC(CALM)20,07031,237+11,1671,8362,9970.16%+1,160
SPDR SERIES TRUST
ST STR SP600GRWO
0130,841+130,841011,2070.59%+11,207
SPDR S&P MIDCAP 400 ETF TR(MDY)017,212+17,21209,4450.50%+9,445
ISHARES TR
MSCI USA MMENTM
028,954+28,95406,7040.35%+6,704
JPMORGAN CHASE & CO.(JPM)41,70140,361-1,3409,67310,6550.56%+982
PACER FDS TR
US CASH COWS 100
0244,212+244,212013,0870.69%+13,087
INVESCO EXCH TRADED FD TR II107,560107,014-5466,1057,0210.37%+916
SPDR SERIES TRUST
ST TERM HIGH ETF
047,615+47,61501,2010.06%+1,201
ALPHABET INC(GOOG)054,861+54,86109,4220.50%+9,422
ISHARES TR8,20217,483+9,2816601,5550.08%+896
INNOVATOR ETFS TRUST
EQUI DEFI 1 JULY
031,702+31,70208750.05%+875
INNOVATOR ETFS TRUST
EQUI DEF PRO ETF
031,747+31,74708700.05%+870
INNOVATOR ETFS TRUST
EQUITY DEF PRO 2
034,198+34,19808660.05%+866
ARES MANAGEMENT CORPORATION(ARES)05,068+5,06808390.04%+839
PALANTIR TECHNOLOGIES INC(PLTR)21,02521,295+2701,9722,8060.15%+835
BLACKROCK ETF TRUST
ISHA I IN TE ETF
031,794+31,79408230.04%+823
WISDOMTREE TR(WT)0155,239+155,23908,2120.43%+8,212
FIRST TR EXCHNG TRADED FD VI
SKYB CRY IND ETF
0144,658+144,65802,7200.14%+2,720
FIRST TR EXCHANGE-TRADED FD
LNG DUR OPRTUN
855,776901,553+45,77718,23719,0321.00%+795
SCHWAB STRATEGIC TR0219,916+219,91606,0610.32%+6,061
WALMART INC(WMT)0115,527+115,527011,4050.60%+11,405
LEGG MASON ETF INVT
FRANKLIN INTL LW
319,981319,426-5559,88410,5890.56%+705
PROSHARES TR
ULTRASHORT MSCI
9,60732,040+22,4333791,0710.06%+692
SPDR DOW JONES INDL AVERAGE(DIA)17,86918,134+2656,9937,6680.40%+674
ISHARES TR18,42325,266+6,8431,8532,5190.13%+666
SPDR SERIES TRUST
ST NUVE HIGH ETF
025,796+25,79606370.03%+637
VANGUARD MUN BD FDS32,68845,526+12,8381,5902,2220.12%+631
ISHARES TR018,370+18,37005,9530.31%+5,953
CISCO SYS INC(CSCO)033,559+33,55902,1160.11%+2,116
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
01,009,938+1,009,938060,7883.20%+60,788
ISHARES TR6,4808,812+2,3321,2081,8070.10%+599
VANGUARD TAX-MANAGED FDS106,823108,134+1,3115,4216,0100.32%+589
ISHARES TR
CORE MSCI TOTAL
013,019+13,01909820.05%+982
GILEAD SCIENCES INC(GILD)05,106+5,10605620.03%+562
ELEVATION SERIES TRUST054,742+54,74201,3530.07%+1,353
MERCADOLIBRE INC(MELI)1,2271,218-92,5753,1210.16%+546
SELECT SECTOR SPDR TR
ST STR DISCR ETF
020,463+20,46304,3750.23%+4,375
CHEVRON CORP NEW(CVX)032,315+32,31504,4170.23%+4,417
PROSHARES TR029,336+29,33605300.03%+530
CAPITAL ONE FINL CORP(COF)05,727+5,72701,0830.06%+1,083
ISHARES TR037,694+37,69404,5040.24%+4,504
CARRIER GLOBAL CORPORATION(CARR)07,062+7,06205030.03%+503
ARCHER DANIELS MIDLAND CO045,662+45,66202,2040.12%+2,204
ELEVATION SERIES TRUST036,435+36,43509140.05%+914
WILLIAMS SONOMA INC(WSM)02,987+2,98704830.03%+483
ISHARES TR041,678+41,67803,8620.20%+3,862
LISTED FDS TR012,224+12,22404690.02%+469
GE AEROSPACE(GE)08,401+8,40102,0660.11%+2,066
SELECT SECTOR SPDR TR
ST STR TECHN ETF
014,686+14,68603,3910.18%+3,391
WISDOMTREE TR(WT)094,789+94,78906,8910.36%+6,891
SCHWAB STRATEGIC TR0109,984+109,98402,6570.14%+2,657
HOWMET AEROSPACE INC(HWM)010,650+10,65001,8090.10%+1,809
OPTION CARE HEALTH INC(OPCH)013,998+13,99804570.02%+457
BANK AMERICA CORP042,042+42,04201,8550.10%+1,855
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQT
073,044+73,04402,2480.12%+2,248
ISHARES TR58,69358,666-274,7605,2100.27%+450
FIRST TR EXCHANGE TRADED FD
UTILITIES ALPH
0236,174+236,174010,0940.53%+10,094
MEDICAL PPTYS TRUST INC(MPT)0141,967+141,96706490.03%+649
CINTAS CORP(CTAS)023,023+23,02305,2150.27%+5,215
CATERPILLAR INC(CAT)05,198+5,19801,8090.10%+1,809
DBX ETF TR97,12997,709+5803,9734,3980.23%+425
ESAB CORPORATION(ESAB)03,435+3,43504220.02%+422
ISHARES TR019,347+19,34703,0620.16%+3,062
MAREX GROUP PLC(MRX)09,565+9,56504130.02%+413
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