Fund HoldingsJMAC ENTERPRISES LLC

Total Portfolio Value
$537.78M
Total Bought
$75.47M
Total Sold
$10.87M
Net Transaction
+$64.60M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ISHARES TR170,452187,390+16,93828,16733,5636.24%+5,396
ISHARES TR86,30092,287+5,98726,16431,1055.78%+4,942
INVESCO QQQ TR66,75371,203+4,45027,33731,6155.88%+4,278
ISHARES TR208,304222,200+13,89616,50220,2763.77%+3,774
NVIDIA CORPORATION(NVDA)7,4177,362-553,6736,6521.24%+2,979
GLOBAL X FDS
US INFR DEV ETF
230,723265,076+34,3537,95110,5531.96%+2,602
ISHARES TR
MSCI USA MMENTM
58,49462,855+4,3619,17711,7762.19%+2,599
VANGUARD WORLD FD
INF TECH ETF
22,89925,787+2,88811,08313,5212.51%+2,438
ISHARES TR112,609142,097+29,4889,23811,6212.16%+2,382
ISHARES TR138,812150,138+11,32615,83017,7603.30%+1,930
SELECT SECTOR SPDR TR
ST STR INDL ETF
66,99475,268+8,2747,6379,4811.76%+1,844
VANGUARD TAX-MANAGED FDS135,590165,910+30,3206,4958,3241.55%+1,829
VANGUARD INDEX FDS40,82846,666+5,8387,3488,9541.67%+1,606
ISHARES TR60,81269,390+8,5786,3998,0011.49%+1,601
SELECT SECTOR SPDR TR
ST STR MATER ETF
61,21773,083+11,8665,2376,7891.26%+1,552
ISHARES TR
MSCI USA MIN ETF
74,61088,218+13,6085,8227,3731.37%+1,551
ISHARES TR34,74642,868+8,1223,5354,9630.92%+1,428
SELECT SECTOR SPDR TR
ST STR FINL ETF
140,052158,628+18,5765,2666,6811.24%+1,415
VANGUARD INDEX FDS26,63029,823+3,1936,4387,7751.45%+1,337
SPDR SER TR
ST STR SP INS
95,140107,258+12,1184,3025,5851.04%+1,283
PIMCO ETF TR
ENHAN SHRT MA AC
46,99659,323+12,3274,6905,9641.11%+1,275
ISHARES TR90,026113,236+23,2104,6815,8431.09%+1,162
VANGUARD WHITEHALL FDS40,75146,317+5,5664,5495,6041.04%+1,055
ISHARES TR
0-5YR HI YL CP
89,451112,685+23,2343,7774,7950.89%+1,018
SELECT SECTOR SPDR TR
ST STR ENERG ETF
043,216+43,21604,0800.76%+4,080
ISHARES TR76,85087,395+10,5454,1485,1200.95%+973
ISHARES TR36,68846,165+9,4774,0605,0280.94%+968
SELECT SECTOR SPDR TR
ST STR SVC ETF
50,89856,806+5,9083,6984,6390.86%+941
ISHARES INC79,50094,254+14,7544,4195,3340.99%+914
SELECT SECTOR SPDR TR
ST STR TECHN ETF
18,04420,818+2,7743,4734,3360.81%+863
ISHARES TR33,51742,554+9,0372,9853,8160.71%+831
VANGUARD WORLD FD
HEALTH CAR ETF
14,71516,536+1,8213,6894,4730.83%+784
SPDR SER TR
ST STR SP SEMI
14,85317,726+2,8733,3394,1140.77%+775
ISHARES TR12,49257,292+44,8003,2784,0330.75%+755
BROADCOM INC(AVGO)3,7023,683-194,1334,8820.91%+749
SPDR SER TR
ST LON TREAS ETF
105,622135,481+29,8593,0653,7850.70%+720
MICROSOFT CORP(MSFT)14,76814,845+775,5546,2451.16%+692
NEXTERA ENERGY INC(NEE)010,731+10,73106860.13%+686
ISHARES TR9,27852,042+42,7643,7644,4380.83%+674
ABBVIE INC(ABBV)08,579+8,57901,5620.29%+1,562
MERCK & CO INC(MRK)26,63826,648+102,9043,5160.65%+612
PIMCO ETF TR
ACTIVE BD ETF
23,65530,303+6,6482,1872,7840.52%+597
ISHARES TR24,03930,585+6,5462,2622,8270.53%+565
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
0260,000+260,00003,6060.67%+3,606
VANECK ETF TRUST
SEMICONDUCTR ETF
9,1869,470+2841,6062,1310.40%+524
DISNEY WALT CO(DIS)013,597+13,59701,6640.31%+1,664
MORGAN STANLEY(MS)3,9008,900+5,0003648380.16%+474
VANGUARD SPECIALIZED FUNDS27,95028,550+6004,7635,2140.97%+451
PNC FINL SVCS GROUP INC(PNC)6,7979,097+2,3001,0531,4700.27%+418
ISHARES TR47,01848,184+1,1665,8846,2991.17%+415
AMAZON COM INC(AMZN)14,07514,153+782,1392,5530.47%+414
J P MORGAN EXCHANGE TRADED F
BETA US GRAD ETF
42,99852,405+9,4071,9862,3860.44%+399
VANGUARD INDEX FDS19,16519,590+4254,0894,4780.83%+389
PEPSICO INC(PEP)013,423+13,42302,3490.44%+2,349
JPMORGAN CHASE & CO(JPM)22,63720,858-1,7793,8514,1780.78%+327
VANGUARD INDEX FDS5,0485,472+4241,5691,8830.35%+314
CAMPBELL SOUP CO(CPB)06,371+6,37102830.05%+283
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
76,52178,667+2,1462,4982,7680.51%+271
ALPHABET INC(GOOG)19,85019,956+1062,7973,0390.57%+241
VANGUARD INTL EQUITY INDEX F43,87646,037+2,1612,4632,7000.50%+237
EOG RES INC(EOG)04,460+4,46005700.11%+570
ISHARES INC
CORE MSCI EMKT
48,03551,127+3,0922,4302,6380.49%+209
ELI LILLY & CO(LLY)1,8261,629-1971,0641,2670.24%+203
GENUINE PARTS CO(GPC)02,900+2,90004490.08%+449
VANGUARD SCOTTSDALE FDS
VNG RUS2000VAL
21,85522,770+9152,9853,1840.59%+199
WALMART INC(WMT)028,557+28,55701,7180.32%+1,718
ISHARES TR23,18723,609+4222,9353,1150.58%+179
EXXON MOBIL CORP011,097+11,09701,2900.24%+1,290
ISHARES TR11,57313,640+2,0671,0581,2260.23%+168
SALESFORCE INC(CRM)4,1314,160+291,0871,2530.23%+166
COCA COLA CO(KO)41,64742,719+1,0722,4542,6140.49%+159
ISHARES TR35,41535,389-262,6692,8260.53%+158
ISHARES TR16,20716,702+4951,9002,0570.38%+157
META PLATFORMS INC(META)580730+1502053540.07%+149
VANGUARD WORLD FD
CONSUM DIS ETF
6,2566,458+2021,9052,0520.38%+147
ISHARES TR
CORE MSCI EAFE
11,41912,709+1,2908039430.18%+140
MONDELEZ INTL INC(MDLZ)13,32215,723+2,4019651,1010.20%+136
BLACKROCK INC(BLK)1,8871,997+1101,5321,6650.31%+133
HOME DEPOT INC(HD)5,3035,136-1671,8381,9700.37%+132
COSTCO WHSL CORP NEW(COST)1,3801,419+399111,0400.19%+129
UBER TECHNOLOGIES INC(UBER)6,2446,634+3903845110.09%+126
MEDTRONIC PLC(MDT)09,793+9,79308530.16%+853
SPDR GOLD TR(GLD)01,727+1,72703550.07%+355
CITIGROUP INC(C)05,986+5,98603790.07%+379
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
02,517+2,51704260.08%+426
COMCAST CORP NEW(CCZ)026,965+26,96501,1690.22%+1,169
TOLL BROTHERS INC(TOL)3,5573,55703664600.09%+95
TAIWAN SEMICONDUCTOR MFG LTD(TSM)02,601+2,60103540.07%+354
ISHARES TR01,758+1,75809240.17%+924
SPDR S&P 500 ETF TR(SPY)01,765+1,76509230.17%+923
GENERAL MLS INC(GIS)013,355+13,35509340.17%+934
CHEVRON CORP NEW(CVX)011,764+11,76401,8560.35%+1,856
RTX CORPORATION(RTX)07,147+7,14706970.13%+697
TRACTOR SUPPLY CO(TSCO)1,2001,20002583140.06%+56
KIMBERLY-CLARK CORP(KMB)05,894+5,89407620.14%+762
KROGER CO(KR)07,300+7,30004170.08%+417
CALAMOS STRATEGIC TOTAL RETU(CSQ)036,616+36,61605990.11%+599
BRISTOL-MYERS SQUIBB CO(BMY)010,655+10,65505780.11%+578
APPLIED MATLS INC01,948+1,94804020.07%+402
DEERE & CO(DE)01,450+1,45005960.11%+596
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