Fund HoldingsLuminist Capital LLC

Total Portfolio Value
$92.91M
Total Bought
$40.91M
Total Sold
$5.37M
Net Transaction
+$35.54M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ISHARES TREASURY FLOATING RATE B ETF
TRS FLT RT BD
447,222681,526+234,30424,23534,41037.04%+10,176
INNOVATOR ETFS TRUST
US EQTY PWR BUF
0157,297+157,29705,8556.30%+5,855
INNOVATOR ETFS TRUST
QUITY MANAGD FLR
0118,099+118,09903,7073.99%+3,707
INNOVATOR ETFS TRUST
US SMALL CAP PWR
0150,718+150,71803,6703.95%+3,670
SPDR GOLD TR(GLD)08,668+8,66802,4982.69%+2,498
INNOVATOR ETFS TRUST
GROWTH 100 PWR B
093,161+93,16102,3312.51%+2,331
INNOVATOR ETFS TRUST
US SMALL CAP MNG
087,577+87,57702,0942.25%+2,094
WALMART INC(WMT)021,331+21,33101,8732.02%+1,873
INNOVATOR ETFS TRUST
NASDAQ 100
058,014+58,01401,5671.69%+1,567
ISHARES SHORT TREASURY BOND ETF28,42739,125+10,6983,1304,3084.64%+1,178
INNOVATOR ETFS TRUST
INTL DEV PWR BUF
028,041+28,04108450.91%+845
SELECT STR FINANCIAL SELECT SPDR ETF
ST STR FINL ETF
9,71323,910+14,1974691,1901.28%+720
ENERGY SELECT SECTOR SPDR ETF
ST STR ENERG ETF
5,66412,425+6,7614851,1681.26%+683
COMMUNICAT SVS SLCT SEC SPDR ETF
ST STR SVC ETF
4,98511,967+6,9824831,1551.24%+672
SPDR GOLD MINISHARES ETV(GLDM)59,01760,169+1,1523,0683,7184.00%+650
APPLE INC(AAPL)01,906+1,90604230.46%+423
ISHARES 20 PLS YEAR TREASURY BND ETF38,70041,090+2,3903,3803,7594.05%+380
ABRDN PHYSICAL GOLD SHARES ETF(SGOL)128,687118,978-9,7093,2243,5403.81%+316
INNOVATOR ETFS TRUST
US SML CP PWR ET
08,334+8,33402570.28%+257
INNOVATOR ETFS TRUST
US EQTY PWR BUF
06,903+6,90302470.27%+247
INNOVATOR ETFS TRUST
US EQTY PWR BF
05,586+5,58602110.23%+211
SPDR BLOOMBERG 3-12 MONTH T-BILL ETF
ST STR BL 12 ETF
01,659+1,65901650.18%+165
WISDOMTREE FLOATING RATETREASRY ETF(WT)5301,797+1,26727900.10%+64
ISHARES RUSSELL 1000 ETF0197+1970610.07%+61
SELECT SECTOR HEALTH CARE SPDR ETF
ST STR CARE ETF
4,6694,826+1576426920.74%+49
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF11,53812,896+1,3583273740.40%+47
SCHWAB US LARGE CAP GROWTH ETF01,495+1,4950380.04%+38
VANGUARD S&P 500 GROWTH ETF0100+1000340.04%+34
AMAZON.COM INC(AMZN)0100+1000190.02%+19
VANGUARD MID CAP ETF3,4783,614+1369199381.01%+19
SPDR S&P 500 ETF(SPY)5385+3231470.05%+16
US TREASURY 3 MONTH BILLETF
F/M US TREASURY
7,0957,404+3093543690.40%+15
UNITED STATES OIL ETF(USO)0196+1960150.02%+15
COSTCO WHSL CORP NEW(COST)117128+111071220.13%+15
SPDR GOLD SHARES ETF(GLD)2,7342,348-3866626750.73%+13
SCHWAB US LARGE CAP VALUE ETF0392+3920100.01%+10
INVESCO DB US DOLLAR INDEX BULLISH FUND
BULLISH FD
1,0701,464+39431420.05%+10
FEDERATED HERMES TOTAL RETURN BOND IS01,087+1,0870100.01%+10
INVESCO S&P 500 QUALITY ETF
S&P500 QUALITY
0150+1500100.01%+10
TRACTOR SUPPLY CO(TSCO)0170+170090.01%+9
UNITEDHEALTH GROUP INC(UNH)417419+22112190.24%+8
MCDONALDS CORP(MCD)292292085920.10%+7
INNOVATOR US EQUITY ACCEL 9 BUF ETF
US EQT ACC 9 BFR
0410+4100120.01%+12
INNOVATOR GROW 100 POWERBUFFER ETF
GRWT100 PWR BF
0183+183090.01%+9
INNOVATOR US SMALL CAP PWR BFFR ETF
US SML CP PWR B
0419+4190150.02%+15
LORD ABBETT BOND-DEBENTURE I0716+716050.01%+5
FEDERATED HERMES CONSERVATIVE MCSHT INS0456+456050.00%+5
PALANTIR TECHNOLOGIES INCLASS A(PLTR)280304+2421260.03%+5
FIRST TRUST MORNINGSTAR DIV LDRS ETF1,4811,481060640.07%+4
TEMPUS AI INC CLASS A(TEM)082+82040.00%+4
THE COCA-COLA CO(KO)400400025290.03%+4
FIRST TRUST CAPITAL STRENGTH ETF1,9771,97701741770.19%+4
VANGUARD SMALL CAP ETF3,8044,125+3219149180.99%+4
CAPITAL ONE FINL CORP(COF)020+20040.00%+4
QUEST DIAGNOSTICS INC(DGX)189189029320.03%+3
EBAY INC(EBAY)564564035380.04%+3
FRST TRT LOW DTN OPNTS ETF IV
FST LOW OPPT EFT
5,9365,93602892920.31%+3
TESLA INC(TSLA)010+10030.00%+3
VANGUARD FTSE ALL WORLD EX US ETF779779045470.05%+3
TRUMP MEDIA & TECHNO(DJT)0100+100020.00%+2
SCHWAB FUNDAMENTAL US LARGE COMPANY IDX0159+159040.00%+4
ISHRS US AND INTL HIGH YIELD BD ETF4,3554,35501921940.21%+2
AT&T INC(T)0263+263070.01%+7
DTE ENERGY CO(DTB)075+750100.01%+10
AMERICAN FUNDS RETIRE INC PORT-MOD A3,9393,939049500.05%+1
VISA INC CLASS A(V)036+360120.01%+12
FIRST TRUST EUROPE ALPHADEX ETF
EUROPE ALPHADEX
0203+203080.01%+8
JPMORGAN CHASE BANK 0 26CD FDIC INS DUE 09/03/26US(JPM)00071720.08%+1
STONERIDGE INC0200+200010.00%+1
INDIE SEMICONDUCTOR INC CLASS A0464+464010.00%+1
CARDINAL HEALTH INC(CAH)046+46060.01%+6
ISHARES MSCI EAFE VALUE ETF0133+133080.01%+8
JPMORGAN EQUITY PREMIUM INCOME ETF
EQUITY PREMIUM
2,2342,275+411281290.14%+1
AST SPACEMOBILE INC CLASS A(ASTS)060+60010.00%+1
CION ARES DIVERSIFIED CREDIT I2,9152,976+6174750.08%+1
ABBVIE INC(ABBV)021+21040.00%+4
FST TST DOW JNS GLBL SELDVD IDX ETF
DJ GLBL DIVID
0297+297070.01%+7
HARBOR INTERNATIONAL INSTITUTIONAL0150+150070.01%+7
ARES REAL ESTATE INCOME TRUST CLASS E5,1085,108039390.04%0
FIDELITY OVERSEAS095+95060.01%+6
GABELLI GLOBAL UTILITY &0348+348060.01%+6
FRANKLIN FTSE EUROZONE ETF
FRANKLIN FTSE
0109+109030.00%+3
FIRST TRUST DOW JONES INTERNATIONAL
DJ INTL INTRNT
087+87030.00%+3
FIRST TRUST JAPAN ALPHADEX ETF
JAPAN ALPHADEX
0132+132070.01%+7
INNOVATOR 20 YR TRSRY BND 5 FLR ETF
INVTOR 2 PLS 5
0360+360080.01%+8
INNOVATOR 20 YR TRSRY BND 9 BUFF ETF
INVATR 20 PLS 9
0369+369070.01%+7
RIVERNORTH OPPORTUNITIES0537+537060.01%+6
KIMBERLY CLARK CORP(KMB)016+16020.00%+2
MICHIGAN FIN AUT 3.26PCT 31REV UTX DUE 11/01/31XTRO TAXBL000090.01%+9
SIMPLIFY BITCOIN STGY INC ETF
BITC STR PLU ETF
634814+18017170.02%0
JOHNSON & JOHNSON(JNJ)020+20030.00%+3
GLOBAL CORD BLOOD ORDF0165+165000.00%0
ISHARES RUSSELL 1000 VALUE ETF056+560110.01%+11
FIRST TRUST VALUE DIVIDEND INDEX ETF
SHS
0140+140060.01%+6
COUNTERPOINT HIGH YIELD TREND ETF
CP HIGH YILD TRD
1,7221,722037380.04%0
SPDR S&P INSURANCE ETF
ST STR SP INS
028+28020.00%+2
FIRST TRUST INT DUR PRF(FPF)0397+397070.01%+7
PIMCO INCOME STRATEGY II0751+751060.01%+6
MFS INTERNATIONAL INTRINSIC VALUE A021+21010.00%+1
PROCTER & GAMBLE CO(PG)014+14020.00%+2
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