Fund HoldingsCapital Wealth Alliance, LLC

Total Portfolio Value
$171.93M
Total Bought
$21.40M
Total Sold
$32.83M
Net Transaction
-$11.43M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
SPDR SER TR
ST STR BLO 1 ETF
63,507118,275+54,7685,82910,8596.32%+5,030
VANECK MERK GOLD ETF(OUNZ)0147,114+147,11403,7352.17%+3,735
ISHARES TR091,449+91,449010,1175.88%+10,117
ISHARES TR
TRS FLT RT BD
0190,817+190,81709,6555.62%+9,655
SPROTT PHYSICAL SILVER TR(PSLV)2,187,2232,283,211+95,98821,71723,86513.88%+2,149
SPROTT PHYSICAL GOLD TR(PHYS)919,431904,758-14,67316,60518,44210.73%+1,837
MICROSTRATEGY INC(MSTR)043,340+43,34007,3074.25%+7,307
INVESCO ACTVELY MNGD ETC FD
AGRI CMDTY STRA
43,89660,617+16,7211,5102,2811.33%+771
ABBOTT LABS072,937+72,93708,3164.84%+8,316
INVESCO DB MULTI-SECTOR COMM(DBA)247,333252,156+4,8235,8856,5823.83%+697
ABBVIE INC(ABBV)23,07222,982-903,9574,5382.64%+581
SPROTT PHYSICAL GOLD & SILVE(CEF)121,553131,103+9,5502,6803,2131.87%+533
INVESCO ACTIVELY MANAGED EXC
ULTRA SHRT DUR
29,03039,084+10,0541,4491,9611.14%+513
BERKSHIRE HATHAWAY INC DEL10,56710,440-1274,2994,8052.79%+506
SPDR DOW JONES INDL AVERAGE(DIA)8,2478,593+3463,2263,6362.11%+410
ISHARES BITCOIN TRUST ETF(IBIT)011,220+11,22004050.24%+405
ISHARES TR
ULTRA SHORT DUR
32,16539,494+7,3291,6252,0041.17%+379
SPDR S&P 500 ETF TR(SPY)6,1296,425+2963,3353,6862.14%+351
GAMCO NAT RES GOLD & INCOME477,642488,629+10,9872,6222,8681.67%+246
LENNOX INTL INC(LII)2,7502,75001,4711,6620.97%+191
VANECK ETF TRUST
GOLD MINERS ETF
36,71534,879-1,8361,2471,3910.81%+144
NVR INC(NVR)464603494510.26%+102
BERKSHIRE HATHAWAY INC DEL1106126910.40%+79
ISHARES INC24,76525,280+5152853350.19%+51
GAMCO GLOBAL GOLD NAT RES &253,926248,828-5,0981,0281,0650.62%+37
SPROTT ETF TRUST
GOLD MINERS ETF
7,6807,728+482052390.14%+35
ISHARES TR04,840+4,84005030.29%+503
FLEXSHARES TR
QUALT DIVD IDX
3,6373,63702422610.15%+19
ISHARES TR3,9453,981+364214400.26%+19
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
1,8001,80002052170.13%+11
EATON VANCE TAX-MANAGED DIVE
COM
16,47016,47002312410.14%+10
BITWISE BITCOIN ETF TR(BITB)10,84510,432-4133553610.21%+6
CASELLA WASTE SYS INC(CWST)2,7002,70002682690.16%+1
ISHARES TR1,5581,473-854124080.24%-4
ABRDN SILVER ETF TRUST8,0127,011-1,0012232090.12%-14
MARATHON PETE CORP(MPC)1,6371,63702842670.16%-17
INVESCO EXCHANGE TRADED FD T
S&P500 EQL IND
017,702+17,70209070.53%+907
FIRST TR EXCHANGE TRAD FD VI
FST TR GLB FD
23,87423,127-7475715480.32%-23
COSTCO WHSL CORP NEW(COST)1,1261,053-739579340.54%-23
ISHARES TR5,9355,231-7044654380.25%-27
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
38,85438,554-3005465180.30%-28
SIRIUS XM HOLDINGS INC(SIRI)10,0000-10,000280-28
ETFS GOLD TR(SGOL)14,38511,167-3,2183202810.16%-39
ACACIA RESH CORP112,595112,045-5505645220.30%-42
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
2,4241,920-5043983440.20%-54
ARCHER AVIATION INC(ACHR)16,1570-16,157570-57
ISHARES TR4,3473,174-1,1732832250.13%-58
WESTERN ASSET HIGH INCOME OP20,5470-20,547780-78
VANGUARD SPECIALIZED FUNDS1,7171,090-6273132160.13%-98
AMERICAN AIRLS GROUP INC(AAL)11,6030-11,6031310-131
INVESCO EXCHANGE TRADED FD T
S&P500 EQL MAT
18,41913,469-4,9506355030.29%-132
FIRST TR EXCHANGE TRADED FD
CONSUMR DISCRE
17,32214,220-3,1021,0389000.52%-138
SPDR SER TR
ST STR SP METAL
18,93615,411-3,5251,1239820.57%-141
FIRST TR EXCHANGE TRADED FD
TECH ALPHADEX
4,5163,414-1,1026154730.28%-142
TWO RDS SHARED TR
ANFIELD UNVL ETF
15,6920-15,6921430-143
SPROTT FDS TR
URANI MINER ETF
32,86731,998-8691,6181,4680.85%-150
BROOKFIELD REAL ASSETS INCOM11,8780-11,8781520-152
ALLSPRING MULTI SECTOR INCOM17,4550-17,4551570-157
ISHARES TR11,3229,464-1,8581,0689080.53%-160
FIRST TR EXCHANGE-TRADED FD
RBA INDL ETF
015,394+15,39401,1490.67%+1,149
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
19,13014,274-4,8567015380.31%-163
FIRST TR NASDAQ 100 TECH IND3,2012,366-8356324530.26%-179
FIRST TR EXCHANGE-TRADED FD2,3781,454-9244873080.18%-179
AMERICAN CENTY ETF TR15,89712,933-2,9641,4261,2410.72%-185
INVESCO EXCHANGE TRADED FD T
S&P500 EQL ENR
09,630+9,63007380.43%+738
GLOBAL X FDS
NASDAQ 100 COVER
11,3030-11,3032000-200
FIRST TR EXCHANGE TRADED FD
HLTH CARE ALPH
1,9540-1,9542040-204
VERIZON COMMUNICATIONS INC(VZ)5,0500-5,0502080-208
ISHARES TR66,90954,344-12,5651,8511,6430.96%-209
VANGUARD STAR FDS34,22928,533-5,6962,0641,8471.07%-217
JPMORGAN CHASE & CO.(JPM)1,0740-1,0742170-217
DELTA AIR LINES INC DEL(DAL)4,6690-4,6692220-222
UNITED AIRLS HLDGS INC(UAL)4,6790-4,6792280-228
INVESCO MUN OPPORTUNITY TR22,6260-22,6262280-228
ISHARES TR4,1053,376-7291,4961,2670.74%-229
BOEING CO(BA)1,2650-1,2652300-230
INVESCO EXCHANGE TRADED FD T
SEMICONDUCTORS
17,48114,985-2,4961,0988620.50%-236
MCDONALDS CORP(MCD)9330-9332380-238
PROCTER AND GAMBLE CO(PG)1,4500-1,4502390-239
WALMART INC(WMT)3,6890-3,6892500-250
EXXON MOBIL CORP6,4684,221-2,2477454950.29%-250
CHEVRON CORP NEW(CVX)1,6250-1,6252540-254
VANGUARD WORLD FD
ENERGY ETF
012,906+12,90601,5810.92%+1,581
GUGGENHEIM STRATEGIC OPPORTU(GOF)19,0930-19,0932850-285
SIX FLAGS ENTMT CORP NEW8,5950-8,5952850-285
SELECT SECTOR SPDR TR
ST STR ENERG ETF
016,816+16,81601,4760.86%+1,476
FIRST TR EXCHANGE TRADED FD
MATERIALS ALPH
11,4086,510-4,8987394360.25%-303
GLOBAL X FDS
GLOBAL X URANIUM
10,8280-10,8283130-313
BANK MONTREAL MEDIUM(BMO)17,06510,412-6,6538385140.30%-324
JOHNSON & JOHNSON(JNJ)2,3120-2,3123380-338
ISHARES BITCOIN TR(IBIT)10,1130-10,1133450-345
UNITED STS GASOLINE FD LP(UGA)038,306+38,30602,2381.30%+2,238
CORNERSTONE STRATEGIC VALUE(CLM)56,9870-56,9874390-439
FRANKLIN LTD DURATION INCOME84,6440-84,6445370-537
ISHARES TR
CORE MSCI TOTAL
018,787+18,78701,3650.79%+1,365
PALO ALTO NETWORKS INC(PANW)2,641880-1,7618953010.17%-595
TESLA INC(TSLA)3,0210-3,0215980-598
NUVEEN CR STRATEGIES INCOME
COM SHS
122,1220-122,1226780-678
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
41,86923,820-18,0491,9161,1320.66%-783
ALPHABET INC(GOOG)4,6970-4,6978560-856
Page 1 of 1