Fund HoldingsMcElhenny Sheffield Capital Management, LLC

Total Portfolio Value
$234.02M
Total Bought
$112.15M
Total Sold
$68.76M
Net Transaction
+$43.39M
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
INVESCO QQQ TR73,446136,913+63,46723,57150,57821.61%+27,007
SELECT SECTOR SPDR TR
ST STR SVC ETF
0323,130+323,130021,0298.99%+21,029
SELECT SECTOR SPDR TR
ST STR DISCR ETF
096,669+96,669016,4157.01%+16,415
SELECT SECTOR SPDR TR
ST STR TECHN ETF
2,60096,553+93,95339316,7877.17%+16,394
PROSHARES TR
ULTRAPRO QQQ
269,663477,873+208,2107,62119,5938.37%+11,972
ISHARES TR64,388114,376+49,9885,83011,1914.78%+5,360
SPDR S&P 500 ETF TR(SPY)53,27654,997+1,72121,82725,14710.75%+3,320
ETF SER SOLUTIONS
MCELHENNY SHEFLD
327,528336,864+9,3367,1518,7353.73%+1,584
MERCK & CO INC(MRK)07,097+7,09708190.35%+819
APPLE INC(AAPL)25,57125,648+774,1944,9772.13%+783
MCDONALDS CORP(MCD)1,4393,974+2,5354041,1850.51%+780
MONSTER BEVERAGE CORP NEW(MNST)012,998+12,99807470.32%+747
TJX COS INC NEW(TJX)08,152+8,15206910.30%+691
PEPSICO INC(PEP)8,54411,966+3,4221,5582,2160.95%+659
TRAVELERS COMPANIES INC(TRV)03,574+3,57406210.27%+621
ISHARES TR25,53626,497+9612,6042,9851.28%+381
VANGUARD INDEX FDS04,217+4,21703520.15%+352
MICROSOFT CORP(MSFT)11,94011,085-8553,4423,7751.61%+333
NORTHERN LTS FD TR IV
INSPIRE 100 ETF
09,848+9,84803240.14%+324
FIDELITY MERRIMACK STR TR07,089+7,08903220.14%+322
ISHARES TR03,205+3,20503140.13%+314
ISHARES TR01,609+1,60903010.13%+301
BARCLAYS BANK PLC(DJP)09,551+9,55102920.12%+292
NORTHERN LTS FD TR IV
INSPIRE CORP BD
11,45023,522+12,0722685430.23%+275
BROADCOM INC(AVGO)0275+27502430.10%+243
ISHARES TR03,170+3,17002300.10%+230
PROSHARES TR
S&P 500 DV ARIST
02,274+2,27402140.09%+214
TESLA INC(TSLA)0785+78502140.09%+214
HONEYWELL INTL INC(HON)01,008+1,00802090.09%+209
SSGA ACTIVE ETF TR
ST STR TOTAL ETF
6,68410,318+3,6342744180.18%+144
JPMORGAN CHASE & CO(JPM)8,3578,353-41,0891,2150.52%+126
MAGELLAN MIDSTREAM PRTNRS LP13,85313,85307528630.37%+112
WALMART INC(WMT)6,3856,359-269411,0000.43%+58
BLACKSTONE INC(BX)8,5198,51907487920.34%+44
ICON PLC(ICLR)1,0001,00002142500.11%+37
CATERPILLAR INC(CAT)2,0622,050-124725040.22%+33
DISNEY WALT CO(DIS)2,0842,666+5822092380.10%+29
PLAINS ALL AMERN PIPELINE L(PAAPU)16,99016,99002122400.10%+28
MONDELEZ INTL INC(MDLZ)7,8707,866-45495740.25%+25
LABORATORY CORP AMER HLDGS2,0172,008-94634850.21%+22
ENTERPRISE PRODS PARTNERS L(EPD)46,60446,60401,2071,2280.52%+21
ALPHABET INC(GOOG)3,0062,742-2643133320.14%+19
INTERNATIONAL BUSINESS MACHS(IBM)5,8495,84907677830.33%+16
INVESCO EXCHANGE TRADED FD T
WATER RES ETF
4,5704,57002442580.11%+14
ISHARES TR5,3485,34802893020.13%+13
ALTRIA GROUP INC(MO)9,4099,557+1484204330.18%+13
AMERICAN EXPRESS CO(AXP)1,6401,625-152702830.12%+13
SELECT SECTOR SPDR TR
ST STR FINL ETF
7,5107,51002412530.11%+12
PROCTER AND GAMBLE CO(PG)3,2543,256+24844940.21%+10
TEXAS ROADHOUSE INC(TXRH)2,0002,00002162250.10%+8
ISHARES TR10,78410,954+1708158220.35%+8
ISHARES TR
MSCI USA MIN ETF
3,8053,80502772830.12%+6
BERKSHIRE HATHAWAY INC DEL3,0152,742-2739329360.40%+4
PIONEER NAT RES CO1,1671,16702382420.10%+3
ENERGY TRANSFER L P(ET)10,13410,13401261290.05%+2
FIRST TR EXCH TRADED FD III
INSTL PFD SECS
17,69317,69302962980.13%+2
PHILIP MORRIS INTL INC(PM)8,0228,003-197807810.33%+1
LAMAR ADVERTISING CO NEW(LAMR)3,6403,650+103643620.15%-1
SCHWAB STRATEGIC TR3,6303,63002662640.11%-2
SPDR SER TR
ST BLOO HIGH ETF
3,9693,96903683650.16%-3
ALLSTATE CORP(ALL)1,8961,89602102070.09%-3
YUM BRANDS INC(YUM)9,9459,436-5091,3141,3070.56%-6
VERIZON COMMUNICATIONS INC(VZ)7,8517,981+1303052970.13%-9
ELEVANCE HEALTH INC(ELV)56056002572490.11%-9
INVESCO EXCH TRD SLF IDX FD(IVZ)13,12012,646-4742772680.11%-9
COCA COLA CO(KO)7,7047,775+714784680.20%-10
CSX CORP(CSX)29,47725,429-4,0488838670.37%-15
CHEVRON CORP NEW(CVX)4,3824,421+397156960.30%-19
LOCKHEED MARTIN CORP(LMT)1,5951,586-97557310.31%-25
MARSH & MCLENNAN COS INC(MRSH)4,6023,917-6857667370.31%-30
BARRICK GOLD CORP20,05420,05403723400.15%-33
THERMO FISHER SCIENTIFIC INC(TMO)804800-44634170.18%-46
AMGEN INC(AMGN)2,2242,210-145384910.21%-47
TARGET CORP(TGT)1,5301,550+202532040.09%-49
BOSTON SCIENTIFIC CORP(BSX)16,94214,748-2,1948487980.34%-50
ISHARES TR1,5511,258-2933883290.14%-59
HUMANA INC(HUM)1,5371,522-157466810.29%-66
PFIZER INC(PFE)16,53116,499-326746050.26%-69
UNION PAC CORP(UNP)3,8933,479-4147847120.30%-72
SPDR SER TR
ST STR BLO 1 ETF
9,4428,458-9848677770.33%-90
MOTOROLA SOLUTIONS INC(MSI)3,6443,234-4101,0439480.41%-94
CHUBB LIMITED
COM
4,0823,527-5557936790.29%-114
NASDAQ INC(NDAQ)13,34412,160-1,1847306060.26%-123
DOVER CORP(DOV)5,4304,716-7148256960.30%-129
REALTY INCOME CORP(O)11,67910,191-1,4887406090.26%-130
IDEX CORP(IEX)3,2902,873-4177606180.26%-142
UNITEDHEALTH GROUP INC(UNH)1,3581,022-3366424910.21%-151
FIRST TR EXCH TRADED FD III10,5970-10,5971690-169
EXXON MOBIL CORP(XOM)64,77364,432-3417,1066,9102.95%-197
BRISTOL-MYERS SQUIBB CO3,1660-3,1662190-219
MANNATECH INC96,36296,36201,6621,1570.49%-505
VANGUARD MALVERN FDS23,93213,442-10,4901,1446370.27%-507
ABBOTT LABS26,45419,570-6,8842,6792,1340.91%-545
JOHNSON & JOHNSON(JNJ)6,7022,173-4,5291,0423570.15%-685
VULCAN MATLS CO4,1810-4,1817170-717
PACCAR INC10,6040-10,6047760-776
INCYTE CORP11,1870-11,1878080-808
AMPHENOL CORP NEW10,1100-10,1108260-826
ISHARES TR10,3570-10,3571,0270-1,027
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
12,9150-12,9151,0360-1,036
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