Fund HoldingsDEFINED WEALTH MANAGEMENT, LLC

Total Portfolio Value
$143.77M
Total Bought
$10.65M
Total Sold
$7.38M
Net Transaction
+$3.27M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
FIRST TR EXCHNG TRADED FD VI
SMIT UNCO BD ETF
093,641+93,64102,2901.59%+2,290
ISHARES INC
CORE MSCI EMKT
41,79172,016+30,2252,1563,8552.68%+1,699
FIDELITY MERRIMACK STR TR033,209+33,20901,4921.04%+1,492
VANGUARD INDEX FDS18,80519,398+5936,4737,2555.05%+783
APPLE INC(AAPL)010,690+10,69002,2521.57%+2,252
VANGUARD INDEX FDS17,27517,367+928,3048,6866.04%+382
BROADCOM INC(AVGO)1,2391,250+111,6422,0071.40%+365
ISHARES TR36,21636,161-552,7092,9952.08%+286
INVESCO QQQ TR7,9927,966-263,5493,8162.65%+268
NVIDIA CORPORATION(NVDA)01,877+1,87702320.16%+232
HOWMET AEROSPACE INC(HWM)02,822+2,82202190.15%+219
BIOGEN INC(BIIB)0910+91002110.15%+211
SPDR S&P 500 ETF TR(SPY)9,8179,815-25,1355,3413.72%+207
MICROCHIP TECHNOLOGY INC.(MCHP)02,222+2,22202030.14%+203
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
11,53714,044+2,5079291,1230.78%+194
ISHARES TR9,0569,035-214,7614,9443.44%+183
MICROSOFT CORP(MSFT)3,2393,406+1671,3631,5221.06%+160
VANGUARD INTL EQUITY INDEX F79,91579,466-4493,3383,4772.42%+139
FIRST TR EXCHANGE-TRADED FD
NASD TECH DIV
49,24946,927-2,3223,4313,5512.47%+119
ALPHABET INC(GOOG)2,5672,712+1453874940.34%+107
FIDELITY COMWLTH TR22,61822,307-3111,4571,5601.09%+103
NOVO-NORDISK A S(NVO)6,4496,515+668289300.65%+102
MOTOROLA SOLUTIONS INC(MSI)2,8232,826+31,0021,0910.76%+89
SEMPRA(SRE)17,09817,117+191,2281,3020.91%+74
ORACLE CORP(ORCL)3,9383,967+294955600.39%+65
AMAZON COM INC(AMZN)2,4122,584+1724354990.35%+64
UNITEDHEALTH GROUP INC(UNH)3,3173,332+151,6411,6971.18%+56
TEXAS INSTRS INC(TXN)2,4552,480+254284820.34%+55
VERTEX PHARMACEUTICALS INC(VRTX)886898+123704210.29%+51
CROWDSTRIKE HLDGS INC(CRWD)763766+32452940.20%+49
AMGEN INC(AMGN)1,5121,524+124304760.33%+46
SPDR INDEX SHS FDS
ST PORT MARK ETF
31,42131,392-291,1371,1830.82%+45
ELEVANCE HEALTH INC(ELV)1,7571,760+39119540.66%+43
TE CONNECTIVITY LTD(TEL)7,1067,10601,0321,0690.74%+37
MCKESSON CORP(MCK)712716+43824180.29%+36
ASML HOLDING N V
N Y REGISTRY SHS
711709-26907250.50%+35
METTLER TOLEDO INTERNATIONAL(MTD)464467+36186530.45%+35
META PLATFORMS INC(META)495543+482402740.19%+33
WILLIAMS COS INC(WMB)8,6338,683+503363690.26%+33
BANK AMERICA CORP14,17914,334+1555385700.40%+32
AIR PRODS & CHEMS INC1,9581,963+54745070.35%+32
JPMORGAN CHASE & CO.(JPM)8,7568,820+641,7541,7841.24%+30
VANGUARD INDEX FDS4,2644,238-261,1081,1340.79%+25
SPDR SER TR
ST STR P500ETF
5,3195,498+1793273520.24%+25
HONEYWELL INTL INC(HON)2,3262,325-14774960.35%+19
MARSH & MCLENNAN COS INC(MRSH)3,1153,131+166426600.46%+18
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
50,06150,613+5526947110.49%+17
AMERICAN EXPRESS CO(AXP)3,3473,359+127627780.54%+16
L3HARRIS TECHNOLOGIES INC(LHX)1,0851,095+102312460.17%+15
SCHWAB CHARLES CORP(SCHW)6,5736,584+114754850.34%+10
VANGUARD TAX-MANAGED FDS18,61819,088+4709349430.66%+9
ISHARES TR3,0403,138+982983050.21%+7
RTX CORPORATION(RTX)3,6173,581-363533590.25%+7
ISHARES TR1,8171,81702102160.15%+6
PROGRESSIVE CORP(PGR)3,4903,505+157227280.51%+6
EDISON INTL(EIX)5,0425,049+73573630.25%+6
CHEVRON CORP NEW(CVX)4,3374,383+466846860.48%+1
CHARTER COMMUNICATIONS INC N(CHTR)01,025+1,02503060.21%+306
EXXON MOBIL CORP4,0914,130+394764750.33%-0
FIRST TR EXCHANGE-TRADED FD5,8955,890-51,2091,2070.84%-2
HALEON PLC(HLN)29,00929,192+1832462410.17%-5
AMERICAN TOWER CORP NEW(AMT)2,5092,519+104964900.34%-6
OTIS WORLDWIDE CORP(OTIS)3,3373,343+63313220.22%-9
ISHARES TR8,1818,176-57347230.50%-10
VISA INC(V)1,3731,419+463833720.26%-11
BERKSHIRE HATHAWAY INC DEL2,0792,122+438748630.60%-11
ABBVIE INC(ABBV)1,5421,570+282812690.19%-12
VANGUARD SPECIALIZED FUNDS10,36510,303-621,8931,8811.31%-12
FRANKLIN COVEY CO9,8079,808+13853730.26%-12
VANGUARD INDEX FDS1,3031,299-42502370.16%-13
ISHARES TR7,0907,038-524314120.29%-19
AUTODESK INC1,5211,52103963760.26%-20
BECTON DICKINSON & CO(BDX)1,4871,485-23683470.24%-21
ISHARES TR
MSCI USA MIN ETF
35,76535,198-5672,9892,9552.06%-34
MERCK & CO INC(MRK)5,4595,512+537206820.47%-38
NORTHROP GRUMMAN CORP(NOC)888882-64253850.27%-41
SHERWIN WILLIAMS CO(SHW)904908+43142710.19%-43
FRANKLIN TEMPLETON ETF TR
INTL COR DIV TIL
116,771118,610+1,8393,7593,7082.58%-51
VANECK ETF TRUST
MRNGSTR WDE MOAT
14,75214,714-381,3261,2740.89%-52
TRAVELERS COMPANIES INC(TRV)1,9651,963-24523990.28%-53
VANGUARD INDEX FDS5,5305,551+211,2641,2100.84%-54
US BANCORP DEL(USB)11,37511,409+345084530.32%-56
ILLINOIS TOOL WKS INC(ITW)1,8891,893+45074490.31%-58
CONOCOPHILLIPS(COP)4,3454,323-225534940.34%-59
ISHARES TR037,681+37,68102,9522.05%+2,952
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
10,9339,841-1,0926355710.40%-64
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
39,57740,403+8262,1862,1211.48%-65
MARTIN MARIETTA MATLS INC(MLM)931934+35725060.35%-66
UNITED PARCEL SERVICE INC(UPS)3,5873,414-1735334670.32%-66
ISHARES TR
CORE MSCI INTL
39,53039,409-1212,6542,5871.80%-67
SPDR SER TR
ST STR SP600 SML
43,30843,219-891,8641,7951.25%-69
JOHNSON & JOHNSON(JNJ)3,0712,842-2294864150.29%-70
CVS HEALTH CORP(CVS)3,4353,437+22742030.14%-71
DEERE & CO(DE)2,0012,003+28227480.52%-74
VANGUARD INDEX FDS8,6508,616-342,1612,0861.45%-75
HOME DEPOT INC(HD)2,0862,105+198007250.50%-76
NIKE INC(NKE)4,2044,183-213953150.22%-80
COMCAST CORP NEW(CCZ)22,29322,430+1379668780.61%-88
VANGUARD INDEX FDS29,97229,681-2914,8814,7613.31%-120
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
25,17525,150-254,2644,1322.87%-132
Page 1 of 1