Fund HoldingsCsenge Advisory Group

Total Portfolio Value
$2.21B
Total Bought
$305.80M
Total Sold
$197.12M
Net Transaction
+$108.68M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SPDR SERIES TRUST
ST STR SP600GRWO
0115,503+115,503010,8790.49%+10,879
SELECT SECTOR SPDR TR
ST STR CARE ETF
067,674+67,674010,4760.47%+10,476
ISHARES TR
CORE UNIVRSL USD
0224,656+224,656010,4550.47%+10,455
SPDR SERIES TRUST
ST PORT HIGH ETF
0362,275+362,27508,5750.39%+8,575
FRANKLIN TEMPLETON ETF TR
FRANKLIN ASIA
0244,991+244,99107,2590.33%+7,259
SPDR SERIES TRUST
ST STR BLO 1 ETF
076,925+76,92507,0290.32%+7,029
FIRST TR EXCHANGE-TRADED FD1,782,2991,887,601+105,30277,37083,6963.79%+6,327
SPDR S&P 500 ETF TR(SPY)0180,732+180,7320123,2455.58%+123,245
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
0580,044+580,0440111,1135.03%+111,113
FIRST TR EXCH TRADED FD III
EME MRK BD ETF
58,901237,751+178,8501,7287,0850.32%+5,357
ALPHABET INC(GOOG)47,41353,785+6,37211,52616,8350.76%+5,309
SELECT SECTOR SPDR TR
ST STR UTIL ETF
0117,950+117,95005,0350.23%+5,035
ISHARES TR0162,800+162,80004,9570.22%+4,957
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
968,6331,005,353+36,72065,15069,8423.16%+4,692
SELECT SECTOR SPDR TR
ST STR DISCR ETF
039,124+39,12404,6720.21%+4,672
ISHARES TR92,049136,516+44,4678,59513,1100.59%+4,515
FIRST TR EXCHNG TRADED FD VI
SMIT UNCO BD ETF
1,285,6371,458,508+172,87132,38336,7111.66%+4,327
LEGG MASON ETF INVT
FRANKLIN INTL LW
595,444679,433+83,98920,69225,0171.13%+4,325
SELECT SECTOR SPDR TR
ST STR TECHN ETF
025,975+25,97503,7400.17%+3,740
INVESCO QQQ TR127,797130,643+2,84676,72680,2563.63%+3,530
SPDR SERIES TRUST
ST BLOO HIGH ETF
035,815+35,81503,4820.16%+3,482
ISHARES TR
HDG MSCI EAFE
0375,672+375,672015,5380.70%+15,538
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
0126,417+126,41704,8440.22%+4,844
SPDR SERIES TRUST
ST STR P500ETF
039,700+39,70003,1850.14%+3,185
INVESCO EXCH TRADED FD TR II108,050134,948+26,8988,45111,3750.51%+2,924
ABBVIE INC(ABBV)036,108+36,10808,2500.37%+8,250
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
768,104821,151+53,04738,24441,0491.86%+2,805
VANGUARD INDEX FDS030,699+30,69902,7170.12%+2,717
ISHARES TR62,19873,335+11,13712,84515,5520.70%+2,707
ISHARES TR054,192+54,19202,9650.13%+2,965
SPDR SERIES TRUST
ST STR BL 12 ETF
025,809+25,80902,5610.12%+2,561
APPLE INC(AAPL)158,781157,904-87740,43042,9281.94%+2,497
SELECT SECTOR SPDR TR
ST STR INDL ETF
015,814+15,81402,4530.11%+2,453
VANECK ETF TRUST
SEMICONDUCTR ETF
33,14636,133+2,98710,81813,0120.59%+2,195
SCHWAB STRATEGIC TR1,046,9801,106,149+59,16927,57729,7661.35%+2,189
PROSHARES TR
PSHS ULT S&P 500
041,163+41,16302,3840.11%+2,384
BLACKROCK ETF TRUST II097,748+97,74805,1580.23%+5,158
AIM ETF PRODUCTS TRUST
ALLIA US OCT ETF
052,862+52,86202,0620.09%+2,062
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
012,657+12,65701,9370.09%+1,937
BROADCOM INC(AVGO)020,545+20,54507,1110.32%+7,111
SELECT SECTOR SPDR TR
ST STR ENERG ETF
039,876+39,87601,7830.08%+1,783
FOX CORP(FOX)028,305+28,30502,0680.09%+2,068
ISHARES INC
CORE MSCI EMKT
0119,020+119,02008,0010.36%+8,001
FIRST TR EXCHNG TRADED FD VI
SKYB CRY IND ETF
203,994412,014+208,0204,5456,1840.28%+1,639
SPDR SERIES TRUST
ST STR SP CAPMKT
010,920+10,92001,6370.07%+1,637
TAIWAN SEMICONDUCTOR MFG LTD(TSM)09,529+9,52902,8960.13%+2,896
FIRST TR EXCHANGE-TRADED FD
LTD DUR INVT ETF
1,997,6992,078,177+80,47838,37639,8801.80%+1,504
ISHARES TR099,911+99,91102,3060.10%+2,306
TESLA INC(TSLA)24,79627,834+3,03811,02712,5170.57%+1,490
SELECT SECTOR SPDR TR
ST STR MATER ETF
032,215+32,21501,4610.07%+1,461
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQT
040,465+40,46501,4050.06%+1,405
GE VERNOVA INC(GEV)03,214+3,21402,1000.10%+2,100
AMAZON COM INC(AMZN)074,731+74,731017,2500.78%+17,250
JOHNSON CTLS INTL PLC
SHS
011,279+11,27901,3510.06%+1,351
ISHARES INC
MSCI JAPAN ETF
016,440+16,44001,3270.06%+1,327
FIRST TR EXCHANGE-TRADED FD
LNG DUR OPRTUN
917,512974,216+56,70419,95621,2670.96%+1,311
CONSTELLATION ENERGY CORP(CEG)04,847+4,84701,7120.08%+1,712
ISHARES TR013,173+13,17303,2430.15%+3,243
ASTERA LABS INC(ALAB)07,784+7,78401,2950.06%+1,295
SSGA ACTIVE ETF TR
ST STR BL LN ETF
031,289+31,28901,2910.06%+1,291
INNOVATOR ETFS TRUST
EQUI DEF PRO APR
047,122+47,12201,2350.06%+1,235
INNOVATOR ETFS TRUST
EQUI DEFI 1 NOVE
046,230+46,23001,2330.06%+1,233
IDEXX LABS INC(IDXX)02,237+2,23701,5140.07%+1,514
VANGUARD INDEX FDS022,488+22,48804,2950.19%+4,295
CURTISS WRIGHT CORP(CW)02,632+2,63201,4510.07%+1,451
UNITED PARCEL SERVICE INC(UPS)020,957+20,95702,0790.09%+2,079
SELECT SECTOR SPDR TR
ST STR FINL ETF
020,042+20,04201,0980.05%+1,098
RESMED INC(RMD)04,497+4,49701,0830.05%+1,083
LOCKHEED MARTIN CORP(LMT)09,582+9,58204,6350.21%+4,635
AMGEN INC(AMGN)010,528+10,52803,4460.16%+3,446
MEDTRONIC PLC(MDT)023,258+23,25802,2340.10%+2,234
ALPHABET INC(GOOG)012,067+12,06703,7870.17%+3,787
VANGUARD INDEX FDS019,217+19,21709,3750.42%+9,375
NVIDIA CORPORATION(NVDA)105,791111,282+5,49119,73820,7540.94%+1,016
SCHWAB STRATEGIC TR076,281+76,28102,0760.09%+2,076
BLACKROCK ETF TRUST
ISHARES US EQUIT
185,487196,943+11,45610,98111,9760.54%+995
ISHARES TR030,453+30,45303,2620.15%+3,262
FRANKLIN TEMPLETON ETF TR
FTSE CANADA
032,188+32,18801,5550.07%+1,555
MARATHON PETE CORP(MPC)010,308+10,30801,6760.08%+1,676
WALMART INC(WMT)0108,733+108,733012,1140.55%+12,114
HARBOR ETF TRUST
COMM ALL WEA ETF
298,337347,836+49,4997,6978,6330.39%+936
BLACKROCK ETF TRUST II028,218+28,21809330.04%+933
ISHARES TR021,110+21,11002,0300.09%+2,030
SPDR SERIES TRUST
ST TERM HIGH ETF
034,639+34,63908770.04%+877
VANGUARD TAX-MANAGED FDS0118,762+118,76207,4190.34%+7,419
ROBINHOOD MKTS INC(HOOD)09,396+9,39601,0630.05%+1,063
SPDR SERIES TRUST
ST NUVE HIGH ETF
033,342+33,34208320.04%+832
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
021,150+21,15008190.04%+819
PROSHARES TR II(AGQ)09,048+9,04801,4040.06%+1,404
SELECT SECTOR SPDR TR
ST STR SVC ETF
06,725+6,72507920.04%+792
SPDR SERIES TRUST
ST STR P500GRW
07,219+7,21907700.03%+770
ELI LILLY & CO(LLY)03,491+3,49103,7520.17%+3,752
CUMMINS INC(CMI)6,0906,531+4412,5723,3340.15%+762
AXSOME THERAPEUTICS INC(AXSM)03,996+3,99607300.03%+730
JPMORGAN CHASE & CO.(JPM)39,55140,922+1,37112,47613,1860.60%+710
ISHARES TR
MSCI USA MMENTM
032,031+32,03108,0180.36%+8,018
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
1,861,2331,871,976+10,743111,506112,1885.08%+681
CONSTRUCTION PARTNERS INC(ROAD)06,266+6,26606800.03%+680
DIREXION SHS ETF TR
DLY MU BULL 2X
06,725+6,72506770.03%+677
BLUEROCK PVT REAL ESTATE FD(BPRE)045,077+45,07706760.03%+676
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