Fund HoldingsCsenge Advisory Group

Total Portfolio Value
$1.92B
Total Bought
$212.45M
Total Sold
$116.15M
Net Transaction
+$96.30M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
FIRST TR EXCHANGE-TRADED FD
LNG DUR OPRTUN
0674,897+674,897014,6930.77%+14,693
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
0568,493+568,4930102,2725.33%+102,272
SPDR S&P 500 ETF TR(SPY)198,469202,623+4,154108,011117,4366.12%+9,425
VANECK ETF TRUST
GOLD MINERS ETF
0214,381+214,38108,5860.45%+8,586
SELECT SECTOR SPDR TR
ST STR CARE ETF
076,854+76,854011,8270.62%+11,827
FIRST TR MORNINGSTAR DIVID L1,740,7561,727,656-13,10066,02772,7523.79%+6,725
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
1,094,6171,083,423-11,19459,93065,1253.40%+5,194
INVESCO QQQ TR0123,393+123,393060,8773.17%+60,877
ISHARES TR071,352+71,35206,6860.35%+6,686
SPDR SER TR
ST STR SP INS
056,184+56,18403,2210.17%+3,221
SPDR GOLD TR(GLD)123,504120,320-3,18426,55529,5351.54%+2,980
VANGUARD INDEX FDS020,361+20,361010,8460.57%+10,846
APPLE INC(AAPL)214,376211,074-3,30245,15248,0302.50%+2,878
ISHARES TR
CORE UNIVRSL USD
0226,976+226,976010,5200.55%+10,520
DBX ETF TR9,10463,817+54,7133772,7030.14%+2,326
ISHARES TR062,379+62,37903,5310.18%+3,531
FIRST TR EXCHANGE TRADED FD
UTILITIES ALPH
311,463323,514+12,05110,30012,2580.64%+1,958
BLACKROCK ETF TRUST
ISHARES US EQUIT
88,697120,466+31,7694,1636,0740.32%+1,910
MGIC INVT CORP WIS(MTG)073,430+73,43001,8850.10%+1,885
ISHARES TR033,176+33,176019,3201.01%+19,320
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
1,107,8741,130,770+22,89666,02967,7903.53%+1,760
FIRST TR EXCHANGE-TRADED FD45,42750,747+5,3206,9958,7390.46%+1,744
HOME DEPOT INC(HD)019,337+19,33707,9650.42%+7,965
SCHWAB STRATEGIC TR215,456678,632+463,17613,84315,5270.81%+1,684
SPDR SER TR
ST STR P500ETF
0139,028+139,02809,4780.49%+9,478
WALMART INC(WMT)122,173122,477+3048,2729,8100.51%+1,538
LOWES COS INC(LOW)027,185+27,18507,4960.39%+7,496
FIRST TR EXCHNG TRADED FD VI
SKYB CRY IND ETF
104,491218,062+113,5711,4002,9110.15%+1,511
SPDR SER TR
ST STR CONV ETF
4,48223,366+18,8843231,8100.09%+1,487
ISHARES TR
CYBERSECURITY
029,402+29,40201,4790.08%+1,479
ISHARES TR
MSCI USA QLT FCT
070,872+70,872012,8580.67%+12,858
LAMAR ADVERTISING CO NEW(LAMR)6,04015,754+9,7147222,1070.11%+1,385
VANGUARD INDEX FDS018,955+18,95505,4230.28%+5,423
BERKSHIRE HATHAWAY INC DEL014,132+14,13206,5040.34%+6,504
SOUTHERN CO(SO)48,44556,872+8,4273,7585,0590.26%+1,301
META PLATFORMS INC(META)011,875+11,87507,0050.37%+7,005
FIRST TR EXCHANGE-TRADED FD
RBA INDL ETF
121,461124,667+3,2068,2979,4930.50%+1,196
SELECT SECTOR SPDR TR
ST STR UTIL ETF
86,08488,964+2,8805,8667,0500.37%+1,185
UNITEDHEALTH GROUP INC(UNH)011,254+11,25406,7310.35%+6,731
FIRST TR EXCHNG TRADED FD VI
SMIT UNCO BD ETF
1,172,6441,194,735+22,09128,67129,8331.56%+1,161
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
696,529704,891+8,36233,46834,6171.81%+1,149
ISHARES TR061,747+61,74705,0840.27%+5,084
ONEOK INC NEW(OKE)021,300+21,30002,0580.11%+2,058
SPDR SER TR
ST STR SP BIOT
010,623+10,62301,0480.05%+1,048
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
015,223+15,22301,0280.05%+1,028
ISHARES TR08,609+8,60901,0080.05%+1,008
ISHARES TR046,528+46,52809,2330.48%+9,233
AIM ETF PRODUCTS TRUST
ALLIA US AUG ETF
034,483+34,48309970.05%+997
LISTED FD TR
SWAN HEDGED EQTY
041,604+41,60409360.05%+936
BLACKROCK ETF TRUST II033,937+33,93701,7950.09%+1,795
PROSHARES TR
SHRT HGH YIELD
1,038,7381,135,665+96,92717,59618,5170.97%+921
ISHARES TR037,400+37,40003,5240.18%+3,524
VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
023,460+23,46001,8530.10%+1,853
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQT
028,281+28,28108990.05%+899
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQT
030,857+30,85708820.05%+882
JANUS DETROIT STR TR
HENDRSON AAA CL
021,289+21,28901,0800.06%+1,080
VANGUARD BD INDEX FDS029,812+29,81202,3260.12%+2,326
VANGUARD STAR FDS028,333+28,33301,8160.09%+1,816
SPDR S&P MIDCAP 400 ETF TR(MDY)014,243+14,24308,2040.43%+8,204
INTERNATIONAL BUSINESS MACHS(IBM)012,492+12,49202,9140.15%+2,914
ISHARES BITCOIN TRUST ETF(IBIT)022,757+22,75708180.04%+818
GLOBAL X FDS020,124+20,12401,4380.07%+1,438
SCHWAB STRATEGIC TR40,488184,647+144,1594,0834,8780.25%+796
ISHARES INC
MSCI EMRG CHN
032,377+32,37701,9700.10%+1,970
SCHWAB STRATEGIC TR088,014+88,01402,0560.11%+2,056
ISHARES TR07,791+7,79107790.04%+779
SELECT SECTOR SPDR TR
ST STR STAPL ETF
013,819+13,81901,1280.06%+1,128
ISHARES TR065,600+65,60007,6230.40%+7,623
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
011,952+11,95207510.04%+751
VANGUARD WORLD FD07,296+7,29607480.04%+748
MORGAN STANLEY ETF TRUST
EATO VANC BD ETF
014,600+14,60007450.04%+745
VANGUARD INDEX FDS039,966+39,96607,0460.37%+7,046
AIM ETF PRODUCTS TRUST
ALLIA US OCT ETF
020,578+20,57807240.04%+724
ISHARES TR
MSCI USA MIN ETF
064,281+64,28105,9140.31%+5,914
ISHARES TR
CORE MSCI INTL
030,257+30,25702,1110.11%+2,111
WILLIAMS COS INC(WMB)050,483+50,48302,5480.13%+2,548
SPDR SER TR
ST STR P500VAL
023,372+23,37201,2440.06%+1,244
BROADCOM INC(AVGO)3,02930,579+27,5504,8635,5490.29%+686
SCHWAB STRATEGIC TR0223,400+223,40006,3760.33%+6,376
VANGUARD SPECIALIZED FUNDS032,306+32,30606,4530.34%+6,453
SELECT SECTOR SPDR TR
ST STR DISCR ETF
021,059+21,05904,1400.22%+4,140
EXXON MOBIL CORP089,816+89,816011,1020.58%+11,102
LOCKHEED MARTIN CORP(LMT)04,473+4,47302,7030.14%+2,703
SPDR SER TR
ST STR BLO 1 ETF
52,16759,034+6,8674,7885,4070.28%+620
AMERICAN HEALTHCARE REIT INC(AHR)023,768+23,76805840.03%+584
VANGUARD INDEX FDS10,60912,067+1,4582,4353,0130.16%+578
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQT
015,002+15,00205660.03%+566
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQT
018,443+18,44305650.03%+565
INNOVATOR ETFS TRUST
US EQTY PWR BUF
014,586+14,58605630.03%+563
TESLA INC(TSLA)23,84824,228+3804,7195,2770.28%+558
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
011,020+11,02005570.03%+557
CADENCE BANK0132,785+132,78504,2940.22%+4,294
TRACTOR SUPPLY CO(TSCO)016,135+16,13504,8950.26%+4,895
FIRST TR EXCHANGE TRADED FD
CONSUMR STAPLE
0110,124+110,12407,3950.39%+7,395
AMAZON COM INC(AMZN)083,874+83,874015,8370.83%+15,837
VANGUARD WORLD FD08,367+8,36705340.03%+534
ELI LILLY & CO(LLY)5,5665,974+4085,0405,5680.29%+529
BRISTOL-MYERS SQUIBB CO(BMY)09,969+9,96905200.03%+520
TRANSDIGM GROUP INC(TDG)03,740+3,74005,2750.28%+5,275
ROYAL CARIBBEAN GROUP
COM
03,845+3,84507520.04%+752
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