Fund HoldingsSargent Investment Group, LLC

Total Portfolio Value
$456.08M
Total Bought
$34.15M
Total Sold
$55.51M
Net Transaction
-$21.36M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
VICTORY PORTFOLIOS II
CORE BD ETF
0157,306+157,30607,2961.60%+7,296
SPDR SER TR
ST STR BL 12 ETF
391,674452,318+60,64438,82344,9699.86%+6,147
MICROSOFT CORP(MSFT)41,03648,225+7,18915,43120,2894.45%+4,858
PALANTIR TECHNOLOGIES INC(PLTR)623,560556,387-67,17310,70712,8022.81%+2,096
AMAZON COM INC(AMZN)49,01550,490+1,4757,4479,1072.00%+1,660
NVIDIA CORPORATION(NVDA)2,2123,039+8271,0952,7460.60%+1,650
MASTERCARD INCORPORATED(MA)4,5137,256+2,7431,9253,4940.77%+1,569
INTERNATIONAL BUSINESS MACHS(IBM)63,61361,795-1,81810,40411,8002.59%+1,396
WALMART INC(WMT)17,02066,526+49,5062,6834,0030.88%+1,320
CARLYLE GROUP INC(CG)309,455290,235-19,22012,59213,6152.99%+1,023
BERKSHIRE HATHAWAY INC DEL19,18218,674-5086,8417,8531.72%+1,011
SPDR SER TR
ST STR P500GRW
164,554158,724-5,83010,70611,6112.55%+905
MEDIWOUND LTD0124,408+124,40801,7730.39%+1,773
IRON MTN INC DEL(IRM)146,357135,926-10,43110,24210,9032.39%+661
ELI LILLY & CO(LLY)02,299+2,29901,7890.39%+1,789
GENERAL ELECTRIC CO(GE)18,39516,373-2,0222,3482,8740.63%+526
ASPEN AEROGELS INC337,281330,187-7,0945,3225,8111.27%+489
SPDR SER TR
ST STR P500VAL
176,198172,829-3,3698,2168,6591.90%+443
CREATIVE REALITIES INC271,200284,400+13,2006401,0720.24%+432
TEVA PHARMACEUTICAL INDS LTD(TEVA)0124,580+124,58001,7580.39%+1,758
FIRST TR EXCHANGE-TRADED FD149,699144,918-4,78111,98212,4122.72%+430
TRANSOCEAN LTD(RIG)068,130+68,13004280.09%+428
MARRIOTT INTL INC NEW(MAR)6,2257,258+1,0331,4041,8310.40%+427
ADVANCED MICRO DEVICES INC(AMD)01,923+1,92303470.08%+347
VULCAN MATLS CO(VMC)01,258+1,25803430.08%+343
FIRSTSERVICE CORP NEW18,75720,317+1,5603,0403,3690.74%+328
DUKE ENERGY CORP NEW(DUK)03,245+3,24503140.07%+314
AMERICAN EXPRESS CO(AXP)5,1965,589+3939731,2730.28%+299
COSTCO WHSL CORP NEW(COST)3,6643,668+42,4192,6870.59%+269
DISNEY WALT CO(DIS)04,593+4,59305620.12%+562
HOME DEPOT INC(HD)7,0427,035-72,4402,6990.59%+258
GINKGO BIOWORKS HOLDINGS INC0220,691+220,69102560.06%+256
VERIZON COMMUNICATIONS INC(VZ)05,995+5,99502520.06%+252
XPO INC(XPO)10,6769,684-9929351,1820.26%+247
LINDE PLC(LIN)4,4184,431+131,8152,0570.45%+243
ALPHABET INC(GOOG)34,32433,310-1,0144,7955,0271.10%+233
OREILLY AUTOMOTIVE INC(ORLY)0203+20302290.05%+229
PROGRESSIVE CORP(PGR)01,085+1,08502240.05%+224
CIVITAS RESOURCES INC6,0318,261+2,2304126270.14%+215
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
01,225+1,22502070.05%+207
SPDR SER TR
ST STR BLO 1 ETF
075,884+75,88406,9661.53%+6,966
SALESFORCE INC(CRM)4,8964,937+411,2881,4870.33%+199
META PLATFORMS INC(META)1,8561,760-966578550.19%+198
GLYCOMIMETICS INC0108,000+108,00003240.07%+324
RACKSPACE TECHNOLOGY INC(RXT)0115,100+115,10001820.04%+182
ISHARES TR1,7505,250+3,5001,0081,1860.26%+178
TERAWULF INC(WULF)150,000200,000+50,0003605260.12%+166
QUALCOMM INC(QCOM)23,85221,356-2,4963,4503,6160.79%+166
MATINAS BIOPHARMA HLDGS INC3,818,0003,610,500-207,5008259780.21%+153
CONOCOPHILLIPS(COP)7,8198,244+4259081,0490.23%+142
FIRST TR EXCHANGE-TRADED FD8,0708,025-451,5051,6460.36%+140
COHEN & STEERS INFRASTRUCTUR(UTF)66,21364,785-1,4281,4061,5270.33%+121
MITEK SYS INC334,155317,405-16,7504,3574,4750.98%+118
MERCK & CO INC(MRK)14,36312,757-1,6061,5661,6830.37%+117
TARGET CORP(TGT)3,7123,632-805296440.14%+115
THE TRADE DESK INC(TTD)08,530+8,53007460.16%+746
RELMADA THERAPEUTICS INC021,818+21,81801010.02%+101
TAIWAN SEMICONDUCTOR MFG LTD(TSM)02,930+2,93003990.09%+399
UNITED RENTALS INC(URI)0545+54503930.09%+393
TARSUS PHARMACEUTICALS INC(TARS)11,1178,240-2,8772253000.07%+74
APPLIED MATLS INC01,335+1,33502750.06%+275
WORLD GOLD TR(GLDM)19,08119,08107818410.18%+60
FREEPORT-MCMORAN INC(FCX)012,255+12,25505760.13%+576
FISERV INC(FISV)01,980+1,98003160.07%+316
CANADIAN PACIFIC KANSAS CITY(CP)05,768+5,76805090.11%+509
STRYKER CORPORATION(SYK)0760+76002720.06%+272
FIRST TR MORNINGSTAR DIVID L69,08265,432-3,6502,4792,5180.55%+39
FIRST TR LRGE CP CORE ALPHA
COM SHS
04,165+4,16504130.09%+413
FIRST TR EXCHANGE-TRADED FD
DORSEY WRT 5 ETF
09,373+9,37305360.12%+536
NORTHROP GRUMMAN CORP(NOC)03,418+3,41801,6360.36%+1,636
ULTA BEAUTY INC(ULTA)1,1031,102-15405760.13%+36
DRIL-QUIP INC71,06474,944+3,8801,6541,6880.37%+35
ABRDN WORLD HEALTHCARE FUND020,000+20,00002650.06%+265
NUCOR CORP(NUE)1,2611,266+52192510.05%+31
COHERUS BIOSCIENCES INC048,700+48,70001160.03%+116
SCHLUMBERGER LTD(SLB)06,172+6,17203380.07%+338
HUNTINGTON INGALLS INDS INC(HII)91591502382670.06%+29
VANGUARD INDEX FDS0649+64903120.07%+312
INTERCONTINENTAL EXCHANGE IN(ICE)02,482+2,48203410.07%+341
AUTOMATIC DATA PROCESSING IN01,254+1,25403130.07%+313
CORNING INC(GLW)09,660+9,66003180.07%+318
GABELLI DIVID & INCOME TR
COM
016,750+16,75003850.08%+385
VANGUARD INDEX FDS86086002042240.05%+20
SPDR SER TR
ST STR SP BIOT
04,200+4,20003990.09%+399
SUMMIT THERAPEUTICS INC(SMMT)010,000+10,0000410.01%+41
ISHARES TR03,365+3,36502690.06%+269
DEERE & CO(DE)0949+94903900.09%+390
FIRST TR EXCHANGE TRADED FD
TECH ALPHADEX
02,675+2,67503610.08%+361
BLUEBIRD BIO INC039,010+39,0100500.01%+50
WISDOMTREE TR(WT)05,705+5,70503480.08%+348
PGIM ETF TR
PGIM ULTRA SH BD
037,500+37,50001,8640.41%+1,864
PAYCHEX INC(PAYX)02,505+2,50503080.07%+308
ISHARES INC06,930+6,93004800.11%+480
ATHIRA PHARMA INC019,753+19,7530540.01%+54
COHEN & STEERS CLOSED-END OP
COM
015,085+15,08501760.04%+176
FIRST TR EXCHANGE TRADED FD
FINLS ALPHADEX
05,500+5,50002610.06%+261
WEYERHAEUSER CO MTN BE(WY)07,921+7,92102840.06%+284
COCA COLA CO(KO)03,340+3,34002040.04%+204
UNION PAC CORP(UNP)3,6703,681+119019050.20%+4
FIRST TR VALUE LINE DIVID IN
SHS
018,584+18,58407850.17%+785
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