Fund HoldingsCadent Capital Advisors, LLC

Total Portfolio Value
$249.94M
Total Bought
$67.23M
Total Sold
$25.07M
Net Transaction
+$42.16M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
INVESCO EXCH TRADED FD TR II
S&P 500 REVENUE
0119,002+119,002011,1544.46%+11,154
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
0116,975+116,97509,9503.98%+9,950
ISHARES TR32,40096,660+64,2604,10212,7525.10%+8,650
VANGUARD WORLD FD
INDUSTRIAL ETF
29,97649,887+19,9116,60812,1804.87%+5,572
ISHARES TR085,690+85,69008,1083.24%+8,108
ISHARES TR033,553+33,55304,2181.69%+4,218
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
79,53296,003+16,47112,55016,2606.51%+3,710
ISHARES TR19,969111,561+91,5925,2417,8543.14%+2,613
SELECT SECTOR SPDR TR
ST STR ENERG ETF
0122,569+122,569011,5724.63%+11,572
KAYNE ANDERSON ENERGY INFRST(KYN)856,910878,977+22,0677,5248,7993.52%+1,275
ONEOK INC NEW(OKE)127,388123,622-3,7668,9459,9113.97%+966
EAGLE POINT CREDIT COMPANY I0418,945+418,94504,2361.69%+4,236
FIDELITY COVINGTON TRUST037,170+37,17009450.38%+945
ISHARES TR11,43712,077+6405,4636,3492.54%+887
ISHARES INC30,79037,771+6,9813,0903,9761.59%+886
VANGUARD WORLD FD
INF TECH ETF
01,552+1,55208140.33%+814
ISHARES TR7,57022,877+15,3074,3615,1682.07%+808
APPLE INC(AAPL)34,58043,457+8,8776,6587,4522.98%+794
ISHARES TR8,79151,018+42,2273,5664,3501.74%+784
CHIMERA INVT CORP0622,442+622,44202,8691.15%+2,869
EXXON MOBIL CORP043,198+43,19805,0212.01%+5,021
ISHARES TR43,22842,032-1,1964,3284,9341.97%+606
CALAMOS CONV & HIGH INCOME F
COM SHS
050,150+50,15005920.24%+592
BERKSHIRE HATHAWAY INC DEL6603,2563,8071.52%+551
ISHARES TR45,34744,458-8894,6135,1472.06%+534
ISHARES TR52,52851,387-1,1416,4486,9402.78%+492
ISHARES TR0160,667+160,66703,8001.52%+3,800
BERKSHIRE HATHAWAY INC DEL07,926+7,92603,3331.33%+3,333
INVESCO QQQ TR(Put)0000444+444
SELECT SECTOR SPDR TR
ST STR FINL ETF
010,039+10,03904230.17%+423
ISHARES TR027,290+27,29008800.35%+880
VANGUARD INDEX FDS23,71623,733+175,0595,4252.17%+366
EATON CORP PLC(ETN)0802+80202510.10%+251
MICROSOFT CORP(MSFT)9581,438+4803606050.24%+245
VANGUARD INDEX FDS0489+48902350.09%+235
KEMPER CORP(KMPB)03,700+3,70002290.09%+229
TRANSUNION(TRU)02,834+2,83402260.09%+226
ENTERPRISE PRODS PARTNERS L(EPD)07,648+7,64802230.09%+223
ALLIANCE RESOURCE PARTNERS L(ARLP)010,622+10,62202130.09%+213
IDEX CORP(IEX)0867+86702120.08%+212
YUM BRANDS INC(YUM)24,25624,373+1173,1693,3791.35%+210
WILLIAMS COS INC(WMB)42,71642,667-491,4881,6630.67%+175
CARLISLE COS INC(CSL)2,0002,00006257840.31%+159
BERKLEY W R CORP8,6088,616+86097620.30%+153
PEPSICO INC(PEP)20,06320,160+973,4073,5281.41%+121
AAON INC7,5937,59305616690.27%+108
SPDR SER TR
ST STR SP TRANS
4,1955,406+1,2113504580.18%+108
DECKERS OUTDOOR CORP(DECK)37237202493500.14%+101
SCHWAB STRATEGIC TR5,1006,236+1,1362883870.15%+99
ELI LILLY & CO(LLY)48848802843800.15%+96
AMERICAN EXPRESS CO(AXP)2,1602,16004054920.20%+87
BROWN & BROWN INC(BRO)5,0425,043+13594410.18%+83
WEX INC(WEX)1,8191,81903544320.17%+78
VANECK ETF TRUST
PREFERRED SECURT
143,485143,514+292,4652,5391.02%+74
GOLDMAN SACHS ETF TR6,3996,39906006640.27%+64
BOOZ ALLEN HAMILTON HLDG COR3,0413,04103894510.18%+63
CACI INTL INC(CACI)1,1101,11003594210.17%+61
INVESCO QQQ TR0134+1340590.02%+59
PIONEER NAT RES CO02,119+2,11905560.22%+556
WESTERN MIDSTREAM PARTNERS L(WES)8,1108,182+722372910.12%+54
KKR & CO INC(KKR)3,0003,00002493020.12%+53
SPDR GOLD TR(GLD)5,2865,153-1331,0111,0600.42%+50
GODADDY INC(GDDY)3,9283,92804174660.19%+49
ISHARES TR4,8004,807+75055540.22%+49
BURLINGTON STORES INC(BURL)1,2671,26702462940.12%+48
CONOCOPHILLIPS(COP)4,0414,060+194695170.21%+48
ALPHABET INC(GOOG)4,0344,033-15646090.24%+45
APTARGROUP INC2,1822,18202703140.13%+44
PHILLIPS 66(PSX)2,7012,472-2293604040.16%+44
KIRBY CORP(KEX)02,594+2,59402470.10%+247
TRIMBLE INC(TRMB)3,7793,77902012430.10%+42
RTX CORPORATION(RTX)3,0483,053+52572980.12%+41
JPMORGAN CHASE & CO(JPM)1,3311,334+32262670.11%+41
CASEYS GEN STORES INC(CASY)92992902552960.12%+41
ENERGY TRANSFER L P(ET)19,84219,953+1112743140.13%+40
MERCK & CO INC(MRK)2,9112,704-2073173570.14%+39
SEI INVTS CO(SEIC)4,4914,49102853230.13%+37
ALLIANCEBERNSTEIN HLDG L P(AB)10,08010,08003133500.14%+37
RAYMOND JAMES FINL INC(RJF)2,1752,17502432790.11%+37
CRANE COMPANY(CR)2,0832,086+32462820.11%+36
ARAMARK(ARMK)07,362+7,36202390.10%+239
SERVICE CORP INTL(SCI)5,0465,060+143453760.15%+30
LENNOX INTL INC(LII)72372303243530.14%+30
PROCTER AND GAMBLE CO(PG)1,8381,843+52692990.12%+30
LKQ CORP(LKQ)5,1565,158+22462760.11%+29
MORNINGSTAR INC(MORN)1,2331,23303533800.15%+27
CHOICE HOTELS INTL INC(CHH)02,051+2,05102590.10%+259
RPM INTL INC(RPM)3,3053,30503693930.16%+24
HOME DEPOT INC(HD)0875+87503360.13%+336
FIRST TR VALUE LINE DIVID IN
SHS
12,46112,480+195055270.21%+22
VANGUARD INDEX FDS95095002252470.10%+22
DEVON ENERGY CORP NEW(DVN)09,391+9,39104710.19%+471
BABCOCK & WILCOX ENTERPRISES(BW)017,500+17,5000200.01%+20
ISHARES TR3,7203,722+22012180.09%+17
BROOKDALE SR LIVING INC(BKD)021,800+21,80001440.06%+144
VISA INC(V)940939-12452620.10%+17
ONE GAS INC(OGS)015,231+15,23109830.39%+983
SPDR S&P 500 ETF TR(SPY)216217+11031130.05%+11
ALPHABET INC(GOOG)3,8963,676-2205495600.22%+11
NORDSON CORP(NDSN)1,0101,01002672770.11%+10
Page 1 of 1