Fund HoldingsBELLEVUE ASSET MANAGEMENT, LLC

Total Portfolio Value
$159.36M
Total Bought
$2.50M
Total Sold
$11.09M
Net Transaction
-$8.59M
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
MICROSOFT CORP(MSFT)149,205147,171-2,03443,01650,11831.45%+7,102
APPLE INC(AAPL)62,03061,037-99310,22911,8397.43%+1,611
AMAZON COM INC(AMZN)20,56620,640+742,1242,6881.69%+564
FIRST TR MID CAP CORE ALPHAD
COM SHS
50,27750,922+6454,5234,8953.07%+372
VANGUARD WORLD FDS
INF TECH ETF
6,1556,135-202,3732,7131.70%+340
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
84,60286,080+1,4783,7964,0542.54%+258
ADOBE SYSTEMS INCORPORATED(ADBE)2,4892,486-39591,2160.76%+256
COSTCO WHSL CORP NEW(COST)7,2367,141-953,5953,8452.41%+249
FLEXSHARES TR
US QT LW VLTY
83,33984,357+1,0184,2824,5072.83%+225
FIRST TR VALUE LINE DIVID IN
SHS
343,447349,562+6,11513,79314,0148.79%+221
JP MORGAN EXCHANGE TRADED F
JPMORGAN DIVER
55,01255,640+6285,2605,4403.41%+180
TESLA INC(TSLA)3,2913,288-36838600.54%+178
ALPHABET INC(GOOG)9,6559,65501,0021,1560.73%+155
PALANTIR TECHNOLOGIES INC(PLTR)20,00020,00001693070.19%+138
ALPHABET INC(GOOG)8,2408,220-208579940.62%+137
VANGUARD WORLD FDS
CONSUM DIS ETF
3,9933,99301,0081,1310.71%+122
ABBOTT LABS13,41913,421+21,3591,4630.92%+104
JPMORGAN CHASE & CO(JPM)5,5045,507+37178010.50%+84
NVIDIA CORPORATION(NVDA)49449401372090.13%+72
SPDR S&P 500 ETF TR(SPY)1,3661,396+305606190.39%+59
LAM RESEARCH CORP(LRCX)49949902653210.20%+56
SOUTHWEST AIRLS CO(LUV)12,12912,200+713954420.28%+47
ORACLE CORP(ORCL)1,7561,75601632090.13%+46
KLA CORP(KLAC)47947901912330.15%+41
VANGUARD INDEX FDS2,2522,253+14604960.31%+37
NETFLIX INC(NFLX)35135101211550.10%+33
PACCAR INC(PCAR)3,0943,095+12272590.16%+32
SCHWAB STRATEGIC TR9,74410,250+5067137440.47%+32
SCHWAB STRATEGIC TR11,69011,69006336630.42%+31
BERKSHIRE HATHAWAY INC DEL1,1071,10703423670.23%+25
LILLY ELI & CO(LLY)0200+2000940.06%+94
VANGUARD WORLD FDS
HEALTH CAR ETF
3,8263,82609129370.59%+24
HOME DEPOT INC(HD)1,5441,54404564800.30%+24
FIRST TR EXCHANGE TRADED FD
INDLS PROD DUR
5,0795,07902823050.19%+23
SCHWAB STRATEGIC TR5,5005,50002662880.18%+22
JP MORGAN EXCHANGE TRADED F
DIV RTN INT EQ
49,64050,411+7712,5972,6181.64%+21
FISERV INC(FISV)1,5401,54001741940.12%+20
PEPSICO INC(PEP)1,9502,027+773563760.24%+20
META PLATFORMS INC(META)0253+2530730.05%+73
INTEL CORP(INTC)23,72923,668-617757910.50%+16
JOHNSON & JOHNSON(JNJ)1,6411,633-82542700.17%+16
VISA INC(V)2,3962,339-575405560.35%+15
APPLIED MATLS INC0654+6540950.06%+95
SELECT SECTOR SPDR TR
ST STR TECHN ETF
6206200941080.07%+14
VMWARE INC7367360921060.07%+14
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT TECH
82682601081220.08%+14
ISHARES TR3,8703,87002752890.18%+13
LOWES COS INC(LOW)4844840971090.07%+12
MASCO CORP(MAS)01,443+1,4430830.05%+83
MASTERCARD INCORPORATED(MA)35035001271380.09%+10
MCDONALDS CORP(MCD)50050001401490.09%+9
PROCTER AND GAMBLE CO(PG)3,0123,013+14484570.29%+9
CARNIVAL CORP01,057+1,0570200.01%+20
MONDELEZ INTL INC(MDLZ)2,8372,83701982070.13%+9
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT INDS
0746+7460790.05%+79
NORDSTROM INC03,800+3,8000780.05%+78
ISHARES TR
U S EQUITY FACTR
2,4042,40401001070.07%+8
THE CIGNA GROUP(CI)0288+2880810.05%+81
WEYERHAEUSER CO MTN BE(WY)02,077+2,0770700.04%+70
ARROW ELECTRS INC0372+3720530.03%+53
ISHARES TR0185+1850820.05%+82
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
1,6271,62701311380.09%+6
ACCENTURE PLC IRELAND
SHS CLASS A
0261+2610810.05%+81
MERCK & CO INC(MRK)0616+6160710.04%+71
INTERCONTINENTAL EXCHANGE IN(ICE)0650+6500740.05%+74
CARRIER GLOBAL CORPORATION(CARR)01,432+1,4320710.04%+71
VANGUARD INDEX FDS0162+1620460.03%+46
AMERISOURCEBERGEN CORP0166+1660320.02%+32
VANGUARD SPECIALIZED FUNDS6336330971030.06%+5
EXPEDIA GROUP INC(EXPE)0400+4000440.03%+44
SCHWAB STRATEGIC TR0500+5000370.02%+37
INVESCO EXCHANGE TRADED FD T
DORS WR HEAL ETF
0484+4840590.04%+59
MAGELLAN MIDSTREAM PRTNRS LP0548+5480340.02%+34
FIRST TR EXCHANGE- TRADED FD
FST LOW OPPT EFT
122,826123,433+6075,8805,8843.69%+4
DAVIS FUNDAMENTAL ETF TR
SELCT INTL ETF
6,0916,158+671121160.07%+4
F&G ANNUITIES & LIFE INC(FG)0600+6000150.01%+15
ISHARES TR0265+2650500.03%+50
VANGARD INDEX FDS0125+1250510.03%+51
ROYAL CARIBBEAN GROUP
COM
0100+1000100.01%+10
CSX CORP(CSX)0900+9000310.02%+31
INVESCO EXCHANGE TRADED FD T
BLOO MVP MUL ETF
0640+6400740.05%+74
JP MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
01,100+1,1000530.03%+53
FORD MTR CO DEL(F)0852+8520130.01%+13
NORFOLK SOUTHN CORP(NSC)0235+2350530.03%+53
OTIS WORLDWIDE CORP(OTIS)0716+7160640.04%+64
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT FINL
01,472+1,4720620.04%+62
SABA CAPITAL INCOME & OPRNT0420+420030.00%+3
LINDE PLC(LIN)0119+1190450.03%+45
JOHN HANCOCK EXCHANGE TRADED
MLTFCTR LRG CAP
0983+9830540.03%+54
ALTRIA GROUP INC(MO)3,7713,781+101681710.11%+3
EMERSON ELEC CO(EMR)0900+9000810.05%+81
SELECT SECTOR SPDR TR
ST STR DISCR ETF
0138+1380230.01%+23
IPG PHOTONICS CORP(IPGP)0220+2200300.02%+30
EXCHANGE TRADED CONCEPTS TR0515+5150300.02%+30
SNOWFLAKE INC(SNOW)055+550100.01%+10
VANGUARD INDEX FDS0205+2050470.03%+47
WISDOMTREE TR(WT)1,4311,43101311340.08%+3
MASTERBRAND INC(MBC)0750+750090.01%+9
COMCAST CORP NEW(CCZ)8,4307,756-6743203220.20%+3
ADVANCED MICRO DEVICES INC(AMD)045+45050.00%+5
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