Fund HoldingsMcElhenny Sheffield Capital Management, LLC

Total Portfolio Value
$374.99M
Total Bought
$207.32M
Total Sold
$100.97M
Net Transaction
+$106.35M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
PROSHARES TR
ULTRAPRO QQQ
0651,420+651,420054,06814.42%+54,068
INVESCO QQQ TR3,71488,482+84,7681,74248,81013.02%+47,069
SPDR S&P 500 ETF TR(SPY)058,229+58,229035,9779.59%+35,977
ISHARES TR0176,949+176,949014,6623.91%+14,662
WISDOMTREE TR(WT)0519,188+519,188013,3793.57%+13,379
ETF SER SOLUTIONS
MCELHENNY SHEFLD
2,710,3823,003,381+292,99980,52592,91424.78%+12,389
ISHARES TR087,238+87,238011,7813.14%+11,781
PROSHARES TR
S&P 500 DV ARIST
2,274115,865+113,59123211,6683.11%+11,435
MICROSOFT CORP(MSFT)012,087+12,08706,0121.60%+6,012
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
04,070+4,07007400.20%+740
VANGUARD INDEX FDS06,310+6,31005620.15%+562
VERISIGN INC01,701+1,70104910.13%+491
S&P GLOBAL INC(SPGI)0922+92204860.13%+486
MSCI INC(MSCI)0834+83404810.13%+481
VICI PPTYS INC(VICI)014,638+14,63804770.13%+477
ALLSTATE CORP(ALL)1,8964,286+2,3903938630.23%+470
BARRICK MNG CORP(B)020,054+20,05404180.11%+418
GRAINGER W W INC(GWW)0397+39704130.11%+413
COINBASE GLOBAL INC(COIN)01,108+1,10803880.10%+388
JPMORGAN CHASE & CO.(JPM)7,9897,983-61,9602,3140.62%+355
PHILIP MORRIS INTL INC(PM)7,8648,630+7661,2481,5720.42%+324
ORACLE CORP(ORCL)01,352+1,35202960.08%+296
INTERNATIONAL BUSINESS MACHS(IBM)5,8495,84901,4541,7240.46%+270
SPDR SERIES TRUST
ST STR BLO 1 ETF
016,669+16,66901,5290.41%+1,529
ISHARES BITCOIN TRUST ETF(IBIT)18,26918,26908551,1180.30%+263
ISHARES ETHEREUM TR(ETHA)49,51149,51106849440.25%+260
BROADCOM INC(AVGO)2,3272,340+133906450.17%+255
DISNEY WALT CO(DIS)01,655+1,65502050.05%+205
CSX CORP(CSX)06,152+6,15202010.05%+201
WALMART INC(WMT)18,69718,696-11,6411,8280.49%+187
TESLA INC(TSLA)2,2212,323+1025767380.20%+162
NVIDIA CORPORATION(NVDA)2,9733,011+383224760.13%+153
MARSH & MCLENNAN COS INC(MRSH)2,0592,897+8385026330.17%+131
SELECT SECTOR SPDR TR
ST STR TECHN ETF
2,6722,67205526770.18%+125
CATERPILLAR INC(CAT)2,0622,06206808000.21%+120
BLACKSTONE INC(BX)08,519+8,51901,2740.34%+1,274
AMERICAN EXPRESS CO(AXP)1,6491,642-74445240.14%+80
ABBOTT LABS18,87118,87102,5032,5670.68%+63
LABCORP HOLDINGS INC(LH)2,0122,01204685280.14%+60
ISHARES TR91391303303880.10%+58
ALPHABET INC(GOOG)2,7082,688-204234770.13%+54
TEXAS ROADHOUSE INC(TXRH)2,0002,00003333750.10%+42
LAMAR ADVERTISING CO NEW(LAMR)3,6603,66004164440.12%+28
LOCKHEED MARTIN CORP(LMT)1,5921,59207117370.20%+26
INVESCO EXCHANGE TRADED FD T
WATER RES ETF
4,0154,01502592810.07%+22
SELECT SECTOR SPDR TR
ST STR DISCR ETF
1,0371,03702052250.06%+21
ISHARES TR
MSCI USA MIN ETF
3,4553,653+1983243430.09%+19
ETF SER SOLUTIONS
APTUS DEFINED
7,4007,40002022130.06%+11
ISHARES TR4,3084,30802592700.07%+11
ISHARES TR5,1215,12104044130.11%+9
FIDELITY MERRIMACK STR TR13,25013,418+1686056140.16%+9
FIRST TR EXCH TRADED FD III
INSTL PFD SECS
17,69317,69303313360.09%+5
FIRST TR EXCH TRADED FD III14,38514,38502532560.07%+3
VANGUARD MALVERN FDS13,49513,442-536736760.18%+2
WELLTOWER INC(WELL)1,3811,38102122120.06%+1
SPDR S&P MIDCAP 400 ETF TR(MDY)535505-302852860.08%+1
HOME DEPOT INC(HD)57257202102100.06%0
MONDELEZ INTL INC(MDLZ)7,7807,78005285250.14%-3
BOSTON SCIENTIFIC CORP(BSX)5,0944,744-3505145100.14%-4
COCA COLA CO(KO)7,6787,677-15505430.14%-7
MASTERCARD INCORPORATED(MA)819781-384494390.12%-10
AFLAC INC(AFL)2,0002,00002222110.06%-11
VERIZON COMMUNICATIONS INC(VZ)5,9195,913-62682560.07%-13
VISA INC(V)2,4152,345-708468330.22%-14
SCHWAB STRATEGIC TR10,51510,51502942790.07%-15
TJX COS INC NEW(TJX)3,8443,652-1924684510.12%-17
PFIZER INC(PFE)16,59916,597-24214020.11%-18
SSGA ACTIVE ETF TR
ST STR TOTAL ETF
15,30814,881-4276175970.16%-20
JOHNSON & JOHNSON(JNJ)1,8091,808-13002760.07%-24
AVERY DENNISON CORP2,3242,221-1034143900.10%-24
ALTRIA GROUP INC(MO)9,6119,398-2135775510.15%-26
ELEVANCE HEALTH INC(ELV)563560-32452180.06%-27
PLAINS ALL AMERN PIPELINE L(PAA)16,99016,99003403110.08%-29
MCDONALDS CORP(MCD)1,4621,463+14574280.11%-29
WASTE MGMT INC DEL(WM)2,1982,085-1135094770.13%-32
YUM BRANDS INC(YUM)3,7873,78705965610.15%-35
PROCTER AND GAMBLE CO(PG)3,3113,306-55645270.14%-38
UNITEDHEALTH GROUP INC(UNH)1,0331,603+5705415000.13%-41
CHUBB LIMITED
COM
1,8751,810-655665240.14%-42
PROGRESSIVE CORP(PGR)1,8011,718-835104580.12%-51
ABBVIE INC(ABBV)2,2632,26304744200.11%-54
ASSURANT INC(AIZ)2,2462,101-1454714150.11%-56
BERKSHIRE HATHAWAY INC DEL587520-673132530.07%-60
T-MOBILE US INC(TMUS)1,9531,911-425214550.12%-66
ISHARES TR9,3958,657-7389298590.23%-71
THERMO FISHER SCIENTIFIC INC(TMO)80680604013270.09%-74
CONSOLIDATED EDISON INC(ED)4,8084,512-2965324530.12%-79
AMGEN INC(AMGN)2,1372,013-1246665620.15%-104
CHEVRON CORP NEW(CVX)4,3824,378-47336270.17%-106
BECTON DICKINSON & CO(BDX)2,1112,066-454843560.09%-128
PEPSICO INC(PEP)08,141+8,14101,0750.29%+1,075
APPLE INC(AAPL)022,018+22,01804,5171.20%+4,517
ONEOK INC NEW(OKE)8,7858,78508727170.19%-155
ISHARES TR7,9104,757-3,1534622950.08%-167
ENTERPRISE PRODS PARTNERS L(EPD)46,27345,530-7431,5801,4120.38%-168
ISHARES TR2,2541,010-1,2444502180.06%-232
NORTHERN LTS FD TR IV
INSPIRE CORP BD
21,31510,755-10,5605062580.07%-248
PROSHARES TR II(AGQ)2,1500-2,1502770-277
NORTHERN LTS FD TR IV
INSPIRE 100 ETF
7,8730-7,8733020-302
ISHARES TR4,5150-4,5153690-369
Page 1 of 1