Fund HoldingsBELLEVUE ASSET MANAGEMENT, LLC

Total Portfolio Value
$176.17M
Total Bought
$69.97M
Total Sold
$12.17M
Net Transaction
+$57.79M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
MICROSOFT CORP(MSFT)0146,543+146,543061,65335.00%+61,653
FIRST TR EXCHNG TRADED FD VI
SMITH OPPORT FXD
72,318197,341+125,0233,2268,6044.88%+5,378
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
207,242230,306+23,0645,8507,3674.18%+1,517
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
046,994+46,99402,8021.59%+2,802
AMAZON COM INC(AMZN)20,69422,908+2,2143,1444,1322.35%+988
FIRST TR MID CAP CORE ALPHAD
COM SHS
68,30470,732+2,4287,1348,0194.55%+885
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
123,213128,546+5,3336,3667,2204.10%+854
JP MORGAN EXCHANGE TRADED F
INTRNL RES EQT
60,23366,936+6,7033,5204,1922.38%+672
COSTCO WHSL CORP NEW(COST)7,0947,034-604,6835,1532.93%+470
JP MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
46,42451,820+5,3962,5522,9981.70%+446
TCW TRANSFORM ETF TRUST
TRANS SYSTE ETF
19,13321,121+1,9881,0861,4450.82%+359
JP MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
34,99138,822+3,8311,7472,1061.20%+359
VANGUARD WORLD FDS
INF TECH ETF
6,1226,283+1612,9633,2941.87%+331
BERKLEY W R CORP9,0009,00006367960.45%+159
JPMORGAN CHASE & CO(JPM)5,4485,391-579271,0800.61%+153
NVIDIA CORPORATION(NVDA)351359+81743240.18%+151
SCHWAB STRATEGIC TR1,4992,825+1,3261242620.15%+138
SPDR S&P 500 ETF TR(SPY)01,549+1,54908100.46%+810
PALANTIR TECHNOLOGIES INC(PLTR)20,00020,00003434600.26%+117
ALPHABET INC(GOOG)9,5329,518-141,3321,4370.82%+105
LAM RESEARCH CORP(LRCX)49949903914850.28%+94
ALPHABET INC(GOOG)8,0007,986-141,1271,2160.69%+89
PACCAR INC(PCAR)3,0963,098+23023840.22%+81
DISNEY WALT CO(DIS)2,4892,460-292253010.17%+76
VANGUARD WORLD FDS
HEALTH CAR ETF
3,8023,80209531,0290.58%+75
SCHWAB STRATEGIC TR2551,386+1,13114790.04%+65
ISHARES TR4701,141+67137960.05%+59
BERKSHIRE HATHAWAY INC DEL92792703313900.22%+59
HOME DEPOT INC(HD)1,5461,547+15365930.34%+58
KLA CORP(KLAC)454455+12643180.18%+53
SCHWAB STRATEGIC TR10,66410,624-406527040.40%+52
ABBOTT LABS13,42313,425+21,4781,5260.87%+48
PROCTER AND GAMBLE CO(PG)03,017+3,01704890.28%+489
SCHWAB STRATEGIC TR9,8289,840+127487930.45%+45
DAVIS FUNDAMENTAL ETF TR
SELCT INTL ETF
25,49726,735+1,2384725160.29%+43
VISA INC(V)2,3032,304+16006430.36%+43
FISERV INC(FISV)1,5401,54002052460.14%+42
ELI LILLY & CO(LLY)20020001171560.09%+39
VANGUARD INDEX FDS2,4292,365-645766150.35%+39
BK OF AMERICA CORP8,0758,054-212723050.17%+34
QUALCOMM INC(QCOM)1,3371,339+21942270.13%+33
META PLATFORMS INC(META)2482480881200.07%+33
NETFLIX INC(NFLX)351335-161712030.12%+33
SCHWAB STRATEGIC TR5,5005,50003103410.19%+31
FEDEX CORP(FDX)0802+80202320.13%+232
APPLIED MATLS INC65465401061350.08%+29
VANGUARD INDEX FDS0218+2180360.02%+36
ISHARES TR3,6083,60804234440.25%+22
MASTERCARD INCORPORATED(MA)35035001491690.10%+19
THE CIGNA GROUP(CI)0288+28801050.06%+105
VANGUARD WORLD FDS
CONSUM DIS ETF
3,7553,655-1001,1441,1610.66%+18
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT TECH
2,4782,47801251420.08%+17
VANGUARD WHITEHALL FDS01,741+1,74102110.12%+211
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT INDS
7467460881040.06%+16
LOWES COS INC(LOW)48448401081230.07%+16
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
1,6281,629+11501650.09%+15
MERCK & CO INC(MRK)0624+6240820.05%+82
EMERSON ELEC CO(EMR)0900+90001020.06%+102
CHEVRON CORP NEW(CVX)01,247+1,24701970.11%+197
ALTRIA GROUP INC(MO)03,552+3,55201550.09%+155
DANAHER CORPORATION(DHR)0636+63601590.09%+159
PEPSICO INC(PEP)02,035+2,03503560.20%+356
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
0130+1300110.01%+11
FIRST TR MORNINGSTAR DIVID L3,9943,99401431540.09%+10
SELECT SECTOR SPDR TR
ST STR TECHN ETF
62062001191290.07%+10
INVESCO QQQ TR022+220100.01%+10
INVESCO EXCHANGE TRADED FD T
BLOO MVP MUL ETF
1,9201,920078870.05%+9
GENERAL MLS INC(GIS)01,917+1,91701340.08%+134
MASCO CORP(MAS)0773+7730610.03%+61
GRAYSCALE BITCOIN TR BTC(GBTC)0145+145090.01%+9
L3HARRIS TECHNOLOGIES INC(LHX)0265+2650570.03%+57
ISHARES TR185185088970.06%+9
WISDOMTREE TR(WT)1,3651,36501311390.08%+8
HORMEL FOODS CORP(HRL)02,737+2,7370960.05%+96
ONEOK INC NEW(OKE)0737+7370590.03%+59
VANGUARD SPECIALIZED FUNDS60060001021100.06%+7
COLGATE PALMOLIVE CO(CL)700700056630.04%+7
OTIS WORLDWIDE CORP(OTIS)716716064710.04%+7
INVESCO EXCHANGE TRADED FD T
DORS WR HEAL ETF
1,4521,452057640.04%+7
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT FINL
01,472+1,4720730.04%+73
TEXTRON INC(TXT)0447+4470430.02%+43
NORDSTROM INC3,8003,800070770.04%+7
COCA COLA CO(KO)03,057+3,05701870.11%+187
TAIWAN SEMICONDUCTOR MFG LTD(TSM)050+50070.00%+7
EXXON MOBIL CORP0395+3950460.03%+46
LINDE PLC(LIN)0119+1190550.03%+55
BRISTOL-MYERS SQUIBB CO(BMY)08,656+8,65604690.27%+469
CENCORA INC0166+1660400.02%+40
INTERCONTINENTAL EXCHANGE IN(ICE)650650083890.05%+6
JOHN HANCOCK EXCHANGE TRADED
MLTFCTR LRG CAP
0983+9830640.04%+64
VANGUARD INDEX FDS163163051560.03%+6
VANGARD INDEX FDS0125+1250600.03%+60
FASTENAL CO(FAST)0435+4350340.02%+34
GSK PLC(GSK)0932+9320400.02%+40
COHEN & STEERS INFRASTRUCTUR(UTF)02,293+2,2930540.03%+54
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT CSMR
369369030360.02%+5
ORACLE CORP(ORCL)01,461+1,46101840.10%+184
DOVER CORP(DOV)0223+2230400.02%+40
VANGUARD WORLD FDS
MATERIALS ETF
350350066720.04%+5
ECHOSTAR CORP(ECHO)0350+350050.00%+5
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