Fund HoldingsCMG Global Holdings, LLC

Total Portfolio Value
$137.78M
Total Bought
$18.92M
Total Sold
$11.43M
Net Transaction
+$7.49M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
FIDELITY MERRIMACK STR TR0148,741+148,74106,7204.88%+6,720
VANGUARD BD INDEX FDS151,539176,548+25,00910,57412,7529.26%+2,178
T ROWE PRICE ETF INC
CAP APPRECIATION
071,673+71,67302,0841.51%+2,084
SPDR S&P 500 ETF TR(SPY)11,92113,052+1,1315,0966,5524.76%+1,456
AMAZON COM INC(AMZN)20,32722,426+2,0992,5843,8082.76%+1,224
GENERAL ELECTRIC CO(GE)29,53830,020+4823,2654,4543.23%+1,189
ELI LILLY & CO(LLY)4,2924,283-92,3063,2462.36%+940
INVESCO QQQ TR14,03013,606-4245,0275,9124.29%+885
SCHWAB CHARLES CORP(SCHW)7,81115,297+7,4864299890.72%+560
ISHARES TR19,71019,633-773,4844,0142.91%+530
MICROSOFT CORP(MSFT)7,2406,927-3132,2862,8162.04%+530
SPDR S&P MIDCAP 400 ETF TR(MDY)8,1318,091-403,7134,2203.06%+507
NVIDIA CORPORATION(NVDA)1,3511,419+685881,0310.75%+443
VANGUARD INDEX FDS12,33012,138-1922,6193,0322.20%+413
APPLE INC(AAPL)33,51733,132-3855,7386,0924.42%+353
BERKSHIRE HATHAWAY INC DEL7,6457,384-2612,6782,9792.16%+301
QUALCOMM INC(QCOM)01,850+1,85002890.21%+289
CHEVRON CORP NEW(CVX)18,05321,463+3,4103,0443,3152.41%+271
ADVANCED MICRO DEVICES INC(AMD)01,446+1,44602560.19%+256
SYSCO CORP(SYY)02,895+2,89502300.17%+230
EATON CORP PLC(ETN)0820+82002260.16%+226
SELECT SECTOR SPDR TR
ST STR FINL ETF
34,25534,185-701,1361,3600.99%+223
ALPHABET INC(GOOG)01,517+1,51702180.16%+218
ABBOTT LABS01,900+1,90002160.16%+216
PHILLIPS 66(PSX)01,459+1,45902140.15%+214
TARGET CORP(TGT)5,9625,96206598720.63%+213
COSTCO WHSL CORP NEW(COST)843945+1024766840.50%+208
SELECT SECTOR SPDR TR
ST STR INDL ETF
11,51511,490-251,1671,3640.99%+197
META PLATFORMS INC(META)942962+202834660.34%+183
HOME DEPOT INC(HD)2,8982,89808761,0470.76%+171
VERIZON COMMUNICATIONS INC(VZ)55,53548,470-7,0651,8001,9671.43%+168
SPDR GOLD TR(GLD)11,74611,633-1132,0142,1601.57%+146
BANK AMERICA CORP60,15452,605-7,5491,6471,7921.30%+145
CATERPILLAR INC(CAT)2,9922,968-248179590.70%+142
ISHARES TR16,41916,469+501,7671,9081.38%+141
WASTE MGMT INC DEL(WM)2,9742,97404535920.43%+139
SELECT SECTOR SPDR TR
ST STR CARE ETF
9,2509,144-1061,1911,3270.96%+136
JPMORGAN CHASE & CO(JPM)4,2614,159-1026187480.54%+130
PROCTER AND GAMBLE CO(PG)9,8049,80401,4301,5391.12%+109
ABBVIE INC(ABBV)3,8353,83505726770.49%+106
ADOBE INC(ADBE)1,3051,30506657710.56%+105
MERCK & CO INC(MRK)4,1194,11904245210.38%+97
NORFOLK SOUTHN CORP(NSC)1,7331,707-263414340.32%+93
DISNEY WALT CO(DIS)2,7912,79102263140.23%+88
WALMART INC(WMT)9,3109,278-321,4891,5711.14%+82
NETFLIX INC(NFLX)788638-1502983790.27%+81
TEXAS INSTRS INC(TXN)8,9989,398+4001,4311,5101.10%+80
WELLS FARGO CO NEW(WFC)6,3716,363-82603310.24%+71
INTEL CORP(INTC)10,4369,905-5313714360.32%+65
ORACLE CORP(ORCL)10,0409,993-471,0631,1270.82%+63
ISHARES TR13,28213,140-1421,3551,4171.03%+62
SELECT SECTOR SPDR TR
ST STR STAPL ETF
17,48717,274-2131,2031,2640.92%+61
SPROUTS FMRS MKT INC(SFM)5,0005,00002142630.19%+49
AT&T INC(T)19,55119,880+3292943400.25%+46
VANGUARD WORLD FDS
HEALTH CAR ETF
1,5861,565-213734160.30%+44
MCDONALDS CORP(MCD)1,6201,593-274274650.34%+38
ENERGY TRANSFER L P(ET)12,80913,926+1,1171802010.15%+21
SELECT SECTOR SPDR TR
ST STR UTIL ETF
8,6418,64105095300.38%+20
LOCKHEED MARTIN CORP(LMT)785805+203213410.25%+20
COCA COLA CO(KO)3,5803,680+1002002190.16%+18
ATMOS ENERGY CORP(ATO)2,1752,17502302490.18%+18
DUKE ENERGY CORP NEW(DUK)4,1484,14803663830.28%+17
BLACKROCK CORPOR HI YLD FD I(HYT)11,69212,208+5161011170.09%+16
SOUTHERN CO(SO)4,9024,90203173280.24%+10
MONDELEZ INTL INC(MDLZ)4,3624,36203033120.23%+10
JOHNSON & JOHNSON(JNJ)2,6692,66904164210.31%+6
SIRIUS XM HOLDINGS INC(SIRI)18,78018,780085900.07%+5
VANECK ETF TRUST
GOLD MINERS ETF
7,4807,48002012000.15%-1
KIMBERLY-CLARK CORP(KMB)2,3102,31002792740.20%-5
PEPSICO INC(PEP)2,6602,635-254514420.32%-8
ISHARES TR13,15912,714-4451,3651,3510.98%-14
ENTERPRISE PRODS PARTNERS L(EPD)49,12049,263+1431,3441,3300.97%-15
PHILIP MORRIS INTL INC(PM)4,8744,875+14514340.31%-17
BP PLC(BP)5,6955,69502212030.15%-18
ISHARES TR43,53840,428-3,1101,3131,2890.94%-23
STARBUCKS CORP(SBUX)4,3273,850-4773953590.26%-36
BRISTOL-MYERS SQUIBB CO(BMY)4,5994,499-1002672220.16%-44
ALTRIA GROUP INC(MO)34,21034,237+271,4391,3751.00%-63
GE HEALTHCARE TECHNOLOGIES I(GEHC)13,99110,298-3,6939528820.64%-70
MICRON TECHNOLOGY INC(MU)8,2985,762-2,5365644700.34%-94
PFIZER INC(PFE)16,70416,623-815544570.33%-97
STERLING INFRASTRUCTURE INC(STRL)9,0505,800-3,2506654900.36%-175
ALPHABET INC(GOOG)6,2694,509-1,7608206440.47%-177
DEERE & CO(DE)5310-5312000-200
CONOCOPHILLIPS(COP)1,7800-1,7802130-213
CISCO SYS INC(CSCO)43,47543,285-1902,3372,1241.54%-214
EXXON MOBIL CORP23,84023,939+992,8032,4831.80%-320
SCHWAB CHARLES FAMILY FD3,607,6093,264,072-343,5373,6083,2642.37%-344
UNITED PARCEL SERVICE INC(UPS)39,66439,658-66,1825,8294.23%-353
FORD MTR CO DEL(F)83,94245,072-38,8701,0435640.41%-478
SPDR SER TR
ST BLOO HIGH ETF
5,6190-5,6195080-508
BOEING CO(BA)13,2558,956-4,2992,5411,8391.33%-702
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
18,6868,566-10,1202,6481,3771.00%-1,271
Page 1 of 1