Fund HoldingsJMAC ENTERPRISES LLC

Total Portfolio Value
$405.01M
Total Bought
$30.40M
Total Sold
$22.37M
Net Transaction
+$8.03M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR INDL ETF
061,662+61,66206,2511.54%+6,251
AMGEN INC(AMGN)93,79894,410+61220,82525,3746.26%+4,549
ISHARES TR029,737+29,73702,3340.58%+2,334
GLOBAL X FDS
US INFR DEV ETF
141,031204,858+63,8274,4336,2241.54%+1,791
NVIDIA CORPORATION(NVDA)4,8887,207+2,3192,0683,1350.77%+1,067
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
361,286393,551+32,2654,9155,8841.45%+968
ISHARES TR24,34833,566+9,2182,6333,4240.85%+791
SELECT SECTOR SPDR TR
ST STR ENERG ETF
30,57733,190+2,6132,4823,0000.74%+518
CHEVRON CORP NEW(CVX)8,77310,508+1,7351,3801,7720.44%+391
ALPHABET INC(GOOG)18,37319,675+1,3022,2232,5940.64%+372
PIMCO ETF TR
ENHAN SHRT MA AC
36,97040,357+3,3873,6884,0411.00%+353
PEPSICO INC(PEP)10,58413,641+3,0571,9602,3110.57%+351
PIMCO ETF TR
ACTIVE BD ETF
15,49820,039+4,5411,4201,7610.43%+342
SPDR SER TR
ST STR SP INS
82,88887,586+4,6983,3883,7260.92%+337
ISHARES TR100,684104,607+3,9238,1638,4702.09%+307
ISHARES TR73,25482,341+9,0873,7044,0060.99%+301
DUKE ENERGY CORP NEW(DUK)03,268+3,26802880.07%+288
COSTCO WHSL CORP NEW(COST)01,356+1,35607660.19%+766
BLACKSTONE INC(BX)06,800+6,80007290.18%+729
COMCAST CORP NEW(CCZ)18,02822,454+4,4267499960.25%+247
MONDELEZ INTL INC(MDLZ)08,821+8,82106120.15%+612
ISHARES TR
0-5YR HI YL CP
70,47177,154+6,6832,9213,1660.78%+245
AIR PRODS & CHEMS INC6,4067,553+1,1471,9192,1410.53%+222
MORGAN STANLEY(MS)02,700+2,70002210.05%+221
LIVE NATION ENTERTAINMENT IN(LYV)02,437+2,43702020.05%+202
ACCENTURE PLC IRELAND
SHS CLASS A
02,200+2,20006760.17%+676
SELECT SECTOR SPDR TR
ST STR FINL ETF
120,437128,324+7,8874,0604,2571.05%+197
JPMORGAN CHASE & CO(JPM)20,24721,609+1,3622,9453,1340.77%+189
AMAZON COM INC(AMZN)12,13713,870+1,7331,5821,7630.44%+181
ISHARES INC65,95071,312+5,3623,6263,8040.94%+179
ISHARES TR
MSCI USA MIN ETF
63,18267,311+4,1294,6964,8721.20%+176
KINDER MORGAN INC DEL(KMI)010,400+10,40001720.04%+172
ENTERGY CORP NEW(ETR)08,632+8,63207980.20%+798
COCA COLA CO(KO)33,25538,205+4,9502,0032,1390.53%+136
VANGUARD INDEX FDS34,90837,047+2,1395,7745,9091.46%+135
EVERSOURCE ENERGY(ES)08,700+8,70005060.12%+506
VANGUARD TAX-MANAGED FDS110,868119,960+9,0925,1205,2451.29%+125
VANGUARD WHITEHALL FDS35,15337,197+2,0443,7293,8430.95%+115
ELI LILLY & CO(LLY)1,5801,589+97418540.21%+113
NIKE INC(NKE)06,410+6,41006130.15%+613
ISHARES TR25,93928,552+2,6132,2452,3560.58%+111
ISHARES TR51,91655,091+3,1755,0795,1891.28%+110
RTX CORPORATION(RTX)09,045+9,04506510.16%+651
EOG RES INC(EOG)05,700+5,70007230.18%+723
EXXON MOBIL CORP9,4959,524+291,0181,1200.28%+101
ISHARES TR18,58320,506+1,9231,7331,8210.45%+88
ABBVIE INC(ABBV)5,7855,784-17798620.21%+83
UBER TECHNOLOGIES INC(UBER)06,122+6,12202820.07%+282
VISA INC(V)02,188+2,18805030.12%+503
DEERE & CO(DE)01,390+1,39005250.13%+525
CISCO SYS INC(CSCO)36,62636,336-2901,8951,9530.48%+58
ISHARES INC
CORE MSCI EMKT
44,86547,596+2,7312,2112,2650.56%+54
PALO ALTO NETWORKS INC(PANW)01,894+1,89404440.11%+444
UNITEDHEALTH GROUP INC(UNH)0866+86604370.11%+437
ISHARES TR
CORE MSCI EAFE
011,040+11,04007100.18%+710
AMERICAN TOWER CORP NEW(AMT)02,539+2,53904180.10%+418
ALPHABET INC(GOOG)01,884+1,88402470.06%+247
PNC FINL SVCS GROUP INC(PNC)04,997+4,99706140.15%+614
VANGUARD MALVERN FDS014,859+14,85907030.17%+703
PAYCHEX INC(PAYX)05,300+5,30006110.15%+611
GENERAL DYNAMICS CORP(GD)02,900+2,90006410.16%+641
VANGUARD INDEX FDS4,7304,972+2421,3381,3540.33%+16
ADVANCED MICRO DEVICES INC(AMD)04,762+4,76204900.12%+490
WALMART INC(WMT)9,5069,433-731,4941,5090.37%+14
ISHARES TR
MSCI USA MMENTM
54,09055,931+1,8417,8027,8141.93%+11
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
01,824+1,82402580.06%+258
BRISTOL-MYERS SQUIBB CO(BMY)012,171+12,17107060.17%+706
PROLOGIS INC.(PLD)6,1456,760+6157547590.19%+5
APPLIED MATLS INC02,254+2,25403120.08%+312
ARCHER DANIELS MIDLAND CO03,065+3,06502310.06%+231
ISHARES TR154,661160,777+6,11624,41024,4096.03%-1
SERVICENOW INC(NOW)0430+43002400.06%+240
MOLECULIN BIOTECH INC013,132+13,132060.00%+6
INTEL CORP(INTC)09,021+9,02103210.08%+321
HANCOCK JOHN PFD INCOME FD I011,531+11,53101540.04%+154
SPDR GOLD TR(GLD)01,227+1,22702100.05%+210
SPDR SER TR
ST LON TREAS ETF
77,25888,001+10,7432,3102,3010.57%-9
ISHARES TR22,26022,172-881,1171,1050.27%-12
VANGUARD WORLD FDS
HEALTH CAR ETF
12,83213,303+4713,1413,1270.77%-14
MEDTRONIC PLC(MDT)7,9938,793+8007046890.17%-15
VANECK ETF TRUST
SEMICONDUCTR ETF
8,8549,189+3351,3481,3320.33%-16
VANGUARD INDEX FDS0635+63502500.06%+250
KROGER CO(KR)08,100+8,10003620.09%+362
ISHARES TR03,399+3,39903030.07%+303
CMS ENERGY CORP(CMS)03,792+3,79202010.05%+201
SCHWAB STRATEGIC TR04,509+4,50902280.06%+228
TOLL BROTHERS INC(TOL)03,557+3,55702630.06%+263
ISHARES TR1,7621,774+127857620.19%-24
CALAMOS STRATEGIC TOTAL RETU(CSQ)036,804+36,80405180.13%+518
DOW INC(DOW)07,225+7,22503730.09%+373
SPDR S&P 500 ETF TR(SPY)1,8411,847+68167900.19%-27
CAMPBELL SOUP CO(CPB)06,171+6,17102540.06%+254
ELEDON PHARMACEUTICALS INC058,041+58,0410800.02%+80
ISHARES TR9,75210,399+6478448130.20%-31
ORACLE CORP(ORCL)02,441+2,44102590.06%+259
VANGUARD SCOTTSDALE FDS
VNG RUS2000VAL
21,38921,879+4902,6452,6120.64%-33
SPDR SER TR
ST STR SP DIV
03,350+3,35003850.10%+385
CITIGROUP INC(C)06,595+6,59502710.07%+271
TESLA INC(TSLA)4,1434,182+391,0851,0460.26%-38
VANGUARD BD INDEX FDS24,86424,456-4081,8791,8380.45%-41
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