Fund HoldingsJMAC ENTERPRISES LLC

Total Portfolio Value
$464.54M
Total Bought
$58.57M
Total Sold
$13.01M
Net Transaction
+$45.55M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
ISHARES TR160,777170,452+9,67524,40928,1676.06%+3,758
INVESCO QQQ TR066,753+66,753027,3375.88%+27,337
ISHARES TR086,300+86,300026,1645.63%+26,164
AMGEN INC(AMGN)94,41095,895+1,48525,37427,6205.95%+2,246
ISHARES TR0138,812+138,812015,8303.41%+15,830
ISHARES TR0208,304+208,304016,5023.55%+16,502
GLOBAL X FDS
US INFR DEV ETF
204,858230,723+25,8656,2247,9511.71%+1,727
VANGUARD WORLD FDS
INF TECH ETF
022,899+22,899011,0832.39%+11,083
VANGUARD INDEX FDS37,04740,828+3,7815,9097,3481.58%+1,439
SELECT SECTOR SPDR TR
ST STR INDL ETF
61,66266,994+5,3326,2517,6371.64%+1,385
ISHARES TR
MSCI USA MMENTM
55,93158,494+2,5637,8149,1771.98%+1,364
VANGUARD TAX-MANAGED FDS119,960135,590+15,6305,2456,4951.40%+1,250
ISHARES TR55,09160,812+5,7215,1896,3991.38%+1,210
ISHARES TR29,73734,746+5,0092,3343,5350.76%+1,201
VANGUARD INDEX FDS026,630+26,63006,4381.39%+6,438
APPLE INC(AAPL)045,716+45,71608,8021.89%+8,802
SELECT SECTOR SPDR TR
ST STR FINL ETF
128,324140,052+11,7284,2575,2661.13%+1,009
SELECT SECTOR SPDR TR
ST STR MATER ETF
061,217+61,21705,2371.13%+5,237
BROADCOM INC(AVGO)03,702+3,70204,1330.89%+4,133
MICROSOFT CORP(MSFT)014,768+14,76805,5541.20%+5,554
ISHARES TR
MSCI USA MIN ETF
67,31174,610+7,2994,8725,8221.25%+950
ISHARES TR076,850+76,85004,1480.89%+4,148
ISHARES TR09,278+9,27803,7640.81%+3,764
ISHARES TR104,607112,609+8,0028,4709,2381.99%+768
SPDR SER TR
ST LON TREAS ETF
88,001105,622+17,6212,3013,0650.66%+764
SELECT SECTOR SPDR TR
ST STR TECHN ETF
018,044+18,04403,4730.75%+3,473
CATERPILLAR INC(CAT)02,446+2,44607230.16%+723
JPMORGAN CHASE & CO(JPM)21,60922,637+1,0283,1343,8510.83%+717
ISHARES TR047,018+47,01805,8841.27%+5,884
VANGUARD WHITEHALL FDS37,19740,751+3,5543,8434,5490.98%+706
ISHARES TR82,34190,026+7,6854,0064,6811.01%+675
ISHARES TR012,492+12,49203,2780.71%+3,278
PIMCO ETF TR
ENHAN SHRT MA AC
40,35746,996+6,6394,0414,6901.01%+648
ISHARES TR33,56636,688+3,1223,4244,0600.87%+635
ISHARES TR28,55233,517+4,9652,3562,9850.64%+629
SELECT SECTOR SPDR TR
ST STR SVC ETF
050,898+50,89803,6980.80%+3,698
ISHARES INC71,31279,500+8,1883,8044,4190.95%+615
ISHARES TR
0-5YR HI YL CP
77,15489,451+12,2973,1663,7770.81%+611
BLACKROCK INC(BLK)01,887+1,88701,5320.33%+1,532
SPDR SER TR
ST STR SP INS
87,58695,140+7,5543,7264,3020.93%+576
VANGUARD WORLD FDS
HEALTH CAR ETF
13,30314,715+1,4123,1273,6890.79%+562
NVIDIA CORPORATION(NVDA)7,2077,417+2103,1353,6730.79%+538
ISHARES TR023,187+23,18702,9350.63%+2,935
VANGUARD INDEX FDS019,165+19,16504,0890.88%+4,089
SPDR SER TR
ST STR SP SEMI
014,853+14,85303,3390.72%+3,339
ISHARES TR20,50624,039+3,5331,8212,2620.49%+441
PNC FINL SVCS GROUP INC(PNC)4,9976,797+1,8006141,0530.23%+439
PIMCO ETF TR
ACTIVE BD ETF
20,03923,655+3,6161,7612,1870.47%+425
VANGUARD SPECIALIZED FUNDS027,950+27,95004,7631.03%+4,763
MCDONALDS CORP(MCD)09,564+9,56402,8360.61%+2,836
BANK AMERICA CORP059,912+59,91202,0170.43%+2,017
AMAZON COM INC(AMZN)13,87014,075+2051,7632,1390.46%+375
VANGUARD SCOTTSDALE FDS
VNG RUS2000VAL
21,87921,855-242,6122,9850.64%+373
MONDELEZ INTL INC(MDLZ)8,82113,322+4,5016129650.21%+353
J P MORGAN EXCHANGE TRADED F
BETA US GRAD ETF
042,998+42,99801,9860.43%+1,986
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
076,521+76,52102,4980.54%+2,498
BOEING CO(BA)05,861+5,86101,5280.33%+1,528
COCA COLA CO(KO)38,20541,647+3,4422,1392,4540.53%+316
HOME DEPOT INC(HD)05,303+5,30301,8380.40%+1,838
VANECK ETF TRUST
SEMICONDUCTR ETF
9,1899,186-31,3321,6060.35%+274
ISHARES TR031,532+31,53201,8520.40%+1,852
SALESFORCE INC(CRM)04,131+4,13101,0870.23%+1,087
TRACTOR SUPPLY CO(TSCO)01,200+1,20002580.06%+258
LOCKHEED MARTIN CORP(LMT)05,615+5,61502,5450.55%+2,545
STARWOOD PPTY TR INC(STWD)011,878+11,87802500.05%+250
ISHARES TR10,39911,573+1,1748131,0580.23%+245
ADVANCED MICRO DEVICES INC(AMD)4,7624,960+1984907310.16%+242
VANGUARD WORLD FDS
CONSUM DIS ETF
06,256+6,25601,9050.41%+1,905
ILLINOIS TOOL WKS INC(ITW)0846+84602220.05%+222
UNION PAC CORP(UNP)0900+90002210.05%+221
SMITH A O CORP(AOS)02,656+2,65602190.05%+219
MARRIOTT INTL INC NEW(MAR)0959+95902160.05%+216
VANGUARD INDEX FDS4,9725,048+761,3541,5690.34%+215
ELI LILLY & CO(LLY)1,5891,826+2378541,0640.23%+211
PRUDENTIAL FINL INC(PFH)02,013+2,01302090.04%+209
VANGUARD INTL EQUITY INDEX F043,876+43,87602,4630.53%+2,463
BROADRIDGE FINL SOLUTIONS IN(BR)01,000+1,00002060.04%+206
META PLATFORMS INC(META)0580+58002050.04%+205
LINDE PLC(LIN)0499+49902050.04%+205
ALPHABET INC(GOOG)19,67519,850+1752,5942,7970.60%+203
3M CO(MMM)01,831+1,83102000.04%+200
ISHARES TR035,415+35,41502,6690.57%+2,669
PALO ALTO NETWORKS INC(PANW)1,8942,084+1904446150.13%+171
ENERGY TRANSFER L P(ET)012,218+12,21801690.04%+169
ISHARES INC
CORE MSCI EMKT
47,59648,035+4392,2652,4300.52%+165
ISHARES TR016,207+16,20701,9000.41%+1,900
PROLOGIS INC.(PLD)6,7606,907+1477599210.20%+162
BLACKSTONE INC(BX)6,8006,80007298900.19%+162
COSTCO WHSL CORP NEW(COST)1,3561,380+247669110.20%+145
MORGAN STANLEY(MS)2,7003,900+1,2002213640.08%+143
VISA INC(V)2,1882,452+2645036380.14%+135
INTEL CORP(INTC)9,0219,022+13214530.10%+133
MERCK & CO INC(MRK)026,638+26,63802,9040.63%+2,904
AMERICAN TOWER CORP NEW(AMT)2,5392,439-1004185270.11%+109
ABBOTT LABS04,479+4,47904930.11%+493
ESSENTIAL UTILS INC(WTRG)028,759+28,75901,0740.23%+1,074
UBER TECHNOLOGIES INC(UBER)6,1226,244+1222823840.08%+103
TOLL BROTHERS INC(TOL)3,5573,55702633660.08%+103
ACCENTURE PLC IRELAND
SHS CLASS A
2,2002,215+156767770.17%+102
ISHARES TR
CORE MSCI EAFE
11,04011,419+3797108030.17%+93
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