Fund HoldingsTLWM

Total Portfolio Value
$347.09M
Total Bought
$32.72M
Total Sold
$2.24M
Net Transaction
+$30.48M
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)144,009151,746+7,73758,95567,26519.38%+8,310
ISHARES TR242,529256,480+13,95157,09465,26918.80%+8,175
VANGUARD INDEX FDS109,895116,877+6,98222,43025,7467.42%+3,316
ISHARES TR659,279699,303+40,02432,15334,4209.92%+2,267
INVESCO EXCH TRD SLF IDX FD(IVZ)515,368584,881+69,51310,86412,3823.57%+1,518
SPDR SER TR
ST STR P400MID
279,497296,597+17,10012,28113,6113.92%+1,330
INVESCO EXCH TRD SLF IDX FD573,447635,573+62,12611,63012,7943.69%+1,165
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 CB
986,9751,051,935+64,96018,91019,9295.74%+1,018
INVESCO EXCH TRD SLF IDX FD
BULSHS 2027 CB
493,175533,657+40,4829,52110,1532.93%+632
META PLATFORMS INC(META)7,8157,751-641,6562,2240.64%+568
TESLA INC(TSLA)9,2259,430+2051,9142,4680.71%+555
INVESCO EXCH TRD SLF IDX FD
INVSCO BLSH 28
913,275950,696+37,42118,32918,7715.41%+443
COCA COLA CO(KO)06,817+6,81704110.12%+411
APPLE INC(AAPL)13,25413,339+852,1862,5870.75%+402
BANK AMERICA CORP23,75434,905+11,1516791,0010.29%+322
AMAZON COM INC(AMZN)16,94515,551-1,3941,7502,0270.58%+277
NVIDIA CORPORATION(NVDA)8691,153+2842414880.14%+246
MICROSOFT CORP(MSFT)4,6974,685-121,3541,5950.46%+241
VANGUARD INDEX FDS0500+50002040.06%+204
ALPHABET INC(GOOG)11,24011,258+181,1661,3480.39%+182
ICON PLC(ICLR)4,2154,241+269001,0610.31%+161
CARPENTER TECHNOLOGY CORP(CRS)12,94913,124+1755807370.21%+157
REPUBLIC SVCS INC(RSG)7,0087,102+949481,0880.31%+140
JPMORGAN CHASE & CO(JPM)7,9257,944+191,0331,1550.33%+123
MERCK & CO INC(MRK)10,18710,339+1521,0841,1930.34%+109
HONEYWELL INTL INC(HON)5,4895,567+781,0491,1550.33%+106
WALMART INC(WMT)8,2128,325+1131,2111,3090.38%+98
INVESCO EXCH TRD SLF IDX FD(IVZ)13,85617,756+3,9003484450.13%+98
SALESFORCE INC(CRM)6,4886,573+851,2961,3890.40%+92
SCHWAB CHARLES CORP(SCHW)15,57015,977+4078169060.26%+90
ZSCALER INC(ZS)2,5942,642+483033870.11%+83
MEDTRONIC PLC(MDT)8,3188,533+2156717520.22%+81
CONSTELLATION BRANDS INC(STZ)3,1643,175+117157810.23%+67
SPDR SER TR
ST STR P500ETF
16,31116,352+417858520.25%+67
SPDR SER TR
ST STR PR SP1500
15,60415,650+467878520.25%+65
MCDONALDS CORP(MCD)2,6302,678+487357990.23%+64
BERKSHIRE HATHAWAY INC DEL2,1652,146-196687320.21%+63
VISA INC(V)5,0665,067+11,1421,2030.35%+61
INVESCO EXCH TRD SLF IDX FD78,86781,779+2,9121,6241,6820.48%+58
INVESCO QQQ TR1,1691,16903754320.12%+57
INVESCO EXCH TRD SLF IDX FD8,63010,482+1,8522122550.07%+43
SCHWAB STRATEGIC TR10,55810,592+345055480.16%+42
UNITEDHEALTH GROUP INC(UNH)2,5732,610+371,2161,2540.36%+38
GENERAL MTRS CO(GM)14,96815,189+2215495860.17%+37
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 MUNI
9,00510,548+1,5432142480.07%+34
VANGUARD SCOTTSDALE FDS
VNG RUS1000IDX
1,9201,92003583870.11%+29
CONOCOPHILLIPS(COP)5,0265,021-54995200.15%+22
PIONEER NAT RES CO3,3683,416+486887080.20%+20
JACOBS SOLUTIONS INC(J)5,8015,882+816826990.20%+18
INVESCO EXCH TRD SLF IDX FD
BULSHS 2027 MUNI
8,8899,564+6752122260.07%+14
EASTMAN CHEM CO(EMN)8,4118,622+2117097220.21%+12
GLOBAL X FDS(Call)
NASDAQ 100 COVER
056,200+56,200010+10
SPDR INDEX SHS FDS
ST STR PO EX ETF
16,14816,195+475195270.15%+8
ISHARES TR26,72026,72006796810.20%+2
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2029
15,21315,21302782730.08%-5
META MATERIALS INC78,66478,664032170.00%-15
MORGAN STANLEY(MS)12,75812,921+1631,1201,1030.32%-17
INVESCO EXCH TRD SLF IDX FD
INVSCO 30 CORP
67,08567,08501,1061,0870.31%-19
INVESCO EXCH TRADED FD TR II5,3674,973-3943353120.09%-23
CHEVRON CORP NEW(CVX)6,7796,820+411,1061,0730.31%-33
ISHARES TR
IBONDS DEC2026
39,10937,150-1,9599288720.25%-56
ISHARES TR326,745323,026-3,7198,2318,1692.35%-61
NICE LTD(NICE)3,5373,545+88107320.21%-78
ISHARES TR271,720270,096-1,6246,6656,5851.90%-80
ISHARES TR
IBONDS 27 ETF
189,461188,596-8654,5134,4281.28%-85
DISNEY WALT CO(DIS)9,6139,698+859638660.25%-97
SPDR SER TR
ST STR BLO 1 ETF
7,9526,573-1,3797306040.17%-127
ISHARES TR2,2540-2,2542470-247
ALPHABET INC3,7370-3,7373890-389
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