Fund HoldingsINNEALTA CAPITAL, LLC

Total Portfolio Value
$205.53M
Total Bought
$43.89M
Total Sold
$82.81M
Net Transaction
-$38.92M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
FINANCIAL SELECT SECTOR SPDR
ST STR FINL ETF
279,107445,928+166,82112,64921,55210.49%+8,903
TECHNOLOGY SELECT SECT SPDR
ST STR TECHN ETF
031,077+31,07707,2263.52%+7,226
CONSUMER DISCRETIONARY SELT
ST STR DISCR ETF
043,684+43,68409,8014.77%+9,801
INDUSTRIAL SELECT SECT SPDR
ST STR INDL ETF
087,147+87,147011,4825.59%+11,482
ISHARES CHINA LARGE-CAP ETF0163,571+163,57104,9792.42%+4,979
ISHARES CORE S&P 50002,943+2,94301,8360.89%+1,836
ENERGY SELECT SECTOR SPDR
ST STR ENERG ETF
039,833+39,83303,4121.66%+3,412
VANGUARD TOTAL STOCK MKT ETF5,2848,134+2,8501,4962,3571.15%+861
ISHARES MSCI HONG KONG ETF050,558+50,55808420.41%+842
SPDR GOLD SHARES(GLD)03,074+3,07407440.36%+744
VANGUARD FTSE EMERGING MARKE25,75143,057+17,3061,2321,8960.92%+664
ISHARES CORE MSCI EAFE ETF
CORE MSCI EAFE
15,25624,961+9,7051,1911,7540.85%+564
VANGUARD FTSE DEVELOPED ETF15,10627,295+12,1897981,3050.64%+507
JPMORGAN BETABUILDERS CANADA
BETA CDA ETF NEW
021,255+21,25501,5000.73%+1,500
ISHARES JP MORGAN USD EMERGI7,89513,265+5,3707391,1810.57%+442
MATERIALS SELECT SECTOR SPDR
ST STR MATER ETF
019,953+19,95301,6790.82%+1,679
SPDR PORT S&P 500 VALUE
ST STR P500VAL
14,80223,444+8,6427821,1990.58%+416
SPDR DJ GLOBAL REAL ESTATE E
ST DOW GLOBA ETF
08,498+8,49803640.18%+364
HF SINCLAIR CORP(DINO)010,133+10,13303550.17%+355
AVANTIS US SMALL CAP VALUE4,8408,216+3,3764647930.39%+329
JPMORGAN ACTIVE BOND ETF
ACTIVE BOND ETF
346,675368,766+22,09118,94619,2689.37%+322
TREASURY BILL0320,000+320,00003190.16%+319
ALASKA AIR GROUP INC04,841+4,84103130.15%+313
INVESCO OPTIMUM YIELD DIVERS
OPTIMUM YIELD
0102,684+102,68401,3340.65%+1,334
ISHARES CORE S&P MIDCAP ETF6,73811,388+4,6504207100.35%+290
ISHARES FLOATING RATE BOND E
FLTG RATE NT ETF
012,490+12,49006350.31%+635
INVESCO QQQ TRUST SERIES 10562+56202870.14%+287
MGIC INVESTMENT CORP(MTG)010,917+10,91702590.13%+259
CHORD ENERGY CORP(CHRD)02,106+2,10602460.12%+246
MOHAWK INDUSTRIES INC(MHK)02,019+2,01902410.12%+241
TREASURY BILL0218,000+218,00002160.11%+216
ASBURY AUTOMOTIVE GROUP0829+82902010.10%+201
ISHRS MSCI SAUDI ARABIA ETF
MSCI SAUDI ARBIA
6,91211,769+4,8572954810.23%+186
CRESCENT ENERGY INC-A(CRGY)010,110+10,11001480.07%+148
CONSUMER STAPLES SPDR
ST STR STAPL ETF
67,96173,369+5,4085,6415,7682.81%+127
RADIAN GROUP INC(RDN)09,902+9,90203140.15%+314
BREAD FINANCIAL HOLDINGS INC05,386+5,38603290.16%+329
ISHARES MSCI SINGAPORE ETF
MSCI SINGPOR ETF
41,99147,055+5,0649301,0280.50%+98
UNDER ARMOUR INC-CLASS A(UA)011,056+11,0560920.04%+92
CIVITAS RESOURCES INC06,459+6,45902960.14%+296
TREASURY BILL071,000+71,0000700.03%+70
SPDR S&P 500 ETF TRUST(SPY)1,3201,410+907578260.40%+69
PARAMOUNT GLOBAL-CLASS B28,29034,553+6,2633003610.18%+61
HECLA MINING CO(HL)011,569+11,5690570.03%+57
TAYLOR MORRISON HOME CORP(TMHC)05,324+5,32403260.16%+326
US CELLULAR CORP(AD)5,3295,32902913340.16%+43
NEWELL BRANDS INC(NWL)16,39416,39401261630.08%+37
GROUP 1 AUTOMOTIVE INC(GPI)63363302422670.13%+24
RYDER SYSTEM INC(R)1,5671,56702282460.12%+17
DUN & BRADSTREET HOLDINGS IN17,57717,57702022190.11%+17
BRIGHTHOUSE FINANCIAL INC(BHF)04,804+4,80402310.11%+231
MURPHY OIL CORP(MUR)07,576+7,57602290.11%+229
ISHARES CORE S&P 500 ETF0648+64803810.19%+381
FNB CORP(FNB)10,19410,19401441510.07%+7
ISHARES MSCI USA ESG SCREEND014,801+14,80101790.09%+179
GOODYEAR TIRE & RUBBER CO(GT)014,920+14,92001340.07%+134
DIMENSIONAL US CORE EQUITY 2
US COR EQU 2 ETF
6,4526,45202212230.11%+2
US TREASURY N/B167,000167,00001651670.08%+1
TREASURY BILL102,000102,00001001020.05%+1
CONDUENT INC11,73211,732047470.02%0
FRANKLIN FTSE RUSSIA ETF069,765+69,765010.00%+1
POST HOLDINGS INC(POST)1,8591,85902152130.10%-2
ACCO BRANDS CORP11,20911,209061590.03%-2
Strips S 0 08/15/29239,000239,00002001940.09%-6
DEUTSCHE BANK AG-REGISTERED
NAMEN AKT
38,28438,28406636530.32%-10
PETROBRAS GLOBAL FINANCE10,0000-10,000100-10
ADVANTAGE SOLUTIONS INC21,66021,660074630.03%-11
OSHKOSH CORP(OSK)02,143+2,14302040.10%+204
JACKSON FINANCIAL INC-A(JXN)4,1944,19403833650.18%-17
ALIGHT INC - CLASS A(ALIT)14,15912,427-1,732105860.04%-19
LAFARGE SA20,0000-20,000230-23
GRAY TELEVISION INC11,36611,366061360.02%-25
CAESARS ENTERTAINMENT INC(CZR)5,5516,163+6122322060.10%-26
STRIPS S 0 08/15/34597,000597,00004043780.18%-26
HOWMET AEROSPACE INC25,0000-25,000270-27
CENTRAIS ELETRICAS BRASI30,0000-30,000280-28
ANYWHERE REAL ESTATE INC16,25716,257083540.03%-29
SERVICE PROPERTIES TRUST40,0000-40,000320-32
PROSPERITY BANCSHARES INC(PB)3,4862,904-5822512190.11%-32
BORGWARNER INC7,4617,46102712370.12%-34
PETROLEOS MEXICANOS50,0000-50,000350-35
JETBLUE AIRWAYS CORP(JBLU)38,69827,288-11,4102542140.10%-39
ADT INC(ADT)36,38032,138-4,2422632220.11%-41
ALLIED GAMING & ENTERTAINMEN58,79142,023-16,76881330.02%-47
ELANCO ANIMAL HEALTH INC(ELAN)19,98120,025+442942430.12%-51
TELEPHONE AND DATA SYSTEMS(TDS)11,3136,121-5,1922632090.10%-54
CONSOLIDATED COMMUNICATIONS11,8940-11,894550-55
ISHARES NASDAQ 100 USD ACC0377+37704550.22%+455
AIR LEASE CORP
CL A
6,3974,762-1,6352902300.11%-60
NOV INC(NOV)15,44812,724-2,7242471860.09%-61
FRANKLIN FTSE TAIWAN ETF
FTSE TAIWAN
068,075+68,07503,2211.57%+3,221
LITHIA MOTORS INC(LAD)1,024731-2933252610.13%-64
GENWORTH FINANCIAL INC-CL A(GNW)47,72737,118-10,6093272590.13%-67
KB HOME(KBH)3,5883,58803072360.11%-72
ISHARES 1-5Y INV GRADE CORP07,457+7,45703860.19%+386
MERITAGE HOMES CORP(MTH)1,6661,66603422560.12%-85
TELADOC HEALTH INC(TDOC)000000
TOPGOLF CALLAWAY BRANDS CORP(CALY)012,322+12,3220970.05%+97
ISHARES INTL AGGREGATE BOND
CORE INTL AGGR
18,04416,434-1,6109358200.40%-115
FRANKLIN FTSE CANADA ETF
FTSE CANADA
110,089110,073-164,1444,0291.96%-116
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