Fund Holdings — Q3 Asset Management

Total Portfolio Value
$440.7K
Total Bought
$332.6K
Total Sold
$243.8K
Net Transaction
+$88.8K
Filing Period:
Securities
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SharesValue ($K)
Q1 2024
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Q2 2024
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Change
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Q1 2024
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Q2 2024
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Weight (%)
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Change
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INVESCO QQQ TRUST SERIES2,514235,716+233,202110924.81%+108
INVESCO NASDAQ 100 ETF
NASDAQ 100 ETF
260,000677,188+417,1884712929.28%+82
ISHARES TR BARCLAYS 20 YR TREAS BD ETF0193,014+193,0140184.07%+18
TECHNOLOGY SECTOR SPDR TR
ST STR TECHN ETF
4,47778,616+74,1391173.91%+16
ISHARES EDGE MSCI USA QUALITY FACTOR ETF
MSCI USA QLT FCT
095,727+95,7270163.69%+16
SCHWAB STRATEGIC TR US LARGE CAP GROWTH ETF12,075164,752+152,6771163.71%+15
SCHWAB US REIT ETF0530,000+530,0000112.56%+11
ISHARES MSCI GLOBAL GOLD
MSCI GBL GOLD MN
0360,000+360,0000112.44%+11
IMGP DBI MANAGED FUTURES STRAT ETF
IMGP DBI MAN ETF
0199,030+199,030061.33%+6
WISDOMTREE TR BLOOMBERG US DOLLAR BULLISH FD(WT)0211,382+211,382061.30%+6
FIDELITY COVINGTON TR MSCI UTILS INDEX ETF0115,833+115,833051.16%+5
SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF
ST STR RATE ETF
0146,968+146,968051.03%+5
JANUS DETROIT HENDERSON AAA CLO ETF
HENDRSON AAA CL
088,071+88,071041.02%+4
VANGUARD CHARLOTTE FDS TOTAL INTL BD INDEX FD
TOTAL INT BD ETF
068,274+68,274030.75%+3
ALPHABET INC CAP STK CL C(GOOG)017,006+17,006030.71%+3
NVIDIA CORP(NVDA)71830,096+29,378140.84%+3
PROGRESSIVE CORP OF OHIO(PGR)014,585+14,585030.69%+3
GE AEROSPACE(GE)018,658+18,658030.67%+3
FIRST SOLAR, INC. - COMMON STOCK(FSLR)012,580+12,580030.64%+3
SPDR S&P 500 ETF TR TR UNIT(SPY)04,762+4,762030.59%+3
SPDR GOLD MINISHARES TRUST NEW(GLDM)048,899+48,899020.51%+2
FIDELITY COVINGTON TR MSCI INDL INDEX ETF013,646+13,646010.20%+1
SPDR GOLD TR GOLD SHS(GLD)03,279+3,279010.16%+1
SELECT SECOTR SPDR TRUST
ST STR SVC ETF
08,065+8,065010.16%+1
DIAMONDBACK ENERGY INC(FANG)03,206+3,206010.15%+1
CONSTELLATION ENERGY CORP(CEG)03,093+3,093010.14%+1
MICRON TECHNOLOGY, INC.(MU)04,644+4,644010.14%+1
ISHARES TR IBOXX HIGH YIELD CORP BD ETF03,855+3,855000.07%0
NEXTERA ENERGY INC COM(NEE)04,135+4,135000.07%0
3M CO COM(MMM)02,715+2,715000.06%0
CINTAS(CTAS)0390+390000.06%0
WALMART, INC.(WMT)04,017+4,017000.06%0
GENERAL DYNAMICS CORPORATION(GD)0903+903000.06%0
ISHARES TR RUSSELL 1000 GROWTH ETF0645+645000.05%0
INVESCO PHARMACEUTICALS ETF
PHARMACEUTICALS
13,61413,899+285110.26%0
VANGUARD SHORT TERM CORP BOND INDEX FUND ETF
SHRT TRM CORP BD
10,13310,819+686110.19%0
SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1(DIA)752808+56000.07%0
FIRST TRUST VEST US EQUITY DEEP BUFFER ETF AUG
FT VEST U.S.
7,3127,3120000.06%0
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
ST STR BLO 1 ETF
2,1992,183-16000.05%-0
FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF
SMIT UNCO BD ETF
30,50629,097-1,409110.16%-0
VANECK SEMICONDUCTOR ETF
SEMICONDUCTR ETF
7,7866,184-1,602220.36%-0
TARGET CORP COM(TGT)1,2620-1,26200—-0
FIRST TRUST TCW OPP FIXED INCOME ETF
SMITH OPPORT FXD
5,5820-5,58200—-0
W W GRAINGER, INC(GWW)2390-23900—-0
FIRST TRUST DOW JONES INTERNET INDEX FUND1,3160-1,31600—-0
CATERPILLAR INC.(CAT)8430-84300—-0
ISHARES U.S BROKER DEALERS & SECURITIES EXCHANGES ETF14,98811,994-2,994210.32%-0
ZSCALER INC(ZS)2,9960-2,99610—-1
ADVANCED MICRO DEVICES INC(AMD)3,2380-3,23810—-1
BROADCOM INC(AVGO)5110-51110—-1
VANGUARD INDUSTRIALS ETF
INDUSTRIAL ETF
4,0340-4,03410—-1
DIREXION SHS ETF TR DAILY S&P 500 BULL 3X SHS
DA 500 BU 3X ETF
7,6990-7,69910—-1
VANGUARD MID-CAP VALUE ETF7,1990-7,19910—-1
ISHARES US HOME CONSTRUCTION ETF13,5550-13,55520—-2
Q3 ALL SEASON ACTIVE ROTATION ETF
Q3 ALL SEASN ACT
1,019,3711,014,349-5,02230286.37%-2
PROSHARES TR ULTRAPRO QQQ
ULTRAPRO QQQ
32,0550-32,05520—-2
META PLATFORMS INC(META)7,1071,287-5,820310.15%-3
NETFLIX COM INC(NFLX)4,7630-4,76330—-3
UNITED STATES STEEL CORP NEW COM73,7270-73,72730—-3
COSTCO WHOLESALE CORP(COST)4,1090-4,10930—-3
INTERNATIONAL BUSINESS MACHINES CORP(IBM)16,5180-16,51830—-3
AMPLIFY TRANSFORMATIONAL DATA SHARING BLOCKCHAIN LEADERS ETF202,916100,747-102,169740.84%-4
BLACKROCK FLEXIBLE INCOME77,9800-77,98040—-4
ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF
BROAD USD HIGH
113,0300-113,03040—-4
ISHARES JP MORGAN USD EMERGING MKTS BD ETF48,6840-48,68440—-4
INDEXIQ ETF TR IQ HEDGE MULTI STRATEGY TRACKER
HEDGE MULTI STRA
170,7630-170,76350—-5
GLOBAL X FDS
US PFD ETF
284,2920-284,29260—-6
STF TACTICAL GROWTH & INCOME ETF
STF TAC GW & INC
784,899522,706-262,19319132.90%-6
ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF
MSCI USA MMENTM
87,32925,931-61,3981651.15%-11
ISHARES DOW JONES TRANSPORTATION AV INDEX FUND226,8020-226,802160—-16
FIDELITY COVINGTON TR MSCI FINLS INDEX ETF271,5280-271,528160—-16
VANGUARD SMALL-CAP GROWTH VIPERS64,0410-64,041170—-17
SPDR SER TR S&P HOMEBUIDLERS ETG
ST STR SP HOME
154,2300-154,230170—-17
VANGUARD MID-CAP GROWTH ETF76,8260-76,826180—-18
VANGUARD INDEX FDS S&P 500 ETF SHS NEW184,000422-183,5788800.05%-88
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