Fund HoldingsAFG FIDUCIARY SERVICES LIMITED PARTNERSHIP

Total Portfolio Value
$136.10M
Total Bought
$22.77M
Total Sold
$16.34M
Net Transaction
+$6.43M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
PGIM ETF TR
PGIM ULTRA SH BD
75,602186,764+111,1623,7549,2306.78%+5,475
ISHARES TR44,19868,265+24,0673,8356,0674.46%+2,232
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
09,152+9,15201,5121.11%+1,512
VANECK ETF TRUST
RARE EAR STR ETF
032,835+32,83501,2060.89%+1,206
J P MORGAN EXCHANGE TRADED F
BETA EURO ET NE
020,156+20,15601,1950.88%+1,195
INVESCO QQQ TR11,87815,378+3,5006,1377,1665.27%+1,029
SPDR GOLD TR(GLD)18,53418,604+704,6135,3093.90%+696
ISHARES TR9,51313,822+4,3091,8332,5011.84%+668
VANECK ETF TRUST
URANI NUCLE ETF
07,601+7,60105560.41%+556
ISHARES TR3,9257,275+3,3508761,3360.98%+460
GLOBAL X FDS
GLOBAL X URANIUM
13,44936,454+23,0053728060.59%+434
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
7,56215,314+7,7526141,0450.77%+431
ISHARES BITCOIN TRUST ETF(IBIT)7,87517,100+9,2254468010.59%+355
WISDOMTREE TR(WT)9,23315,272+6,0394066580.48%+252
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
04,226+4,22602370.17%+237
FIRST TR EXCHANGE-TRADED FD
WTR ETF
02,290+2,29002210.16%+221
SELECT SECTOR SPDR TR
ST STR FINL ETF
7,96410,319+2,3553944870.36%+93
VANGUARD INDEX FDS6,4847,438+9541,7471,8351.35%+88
VANGUARD INTL EQUITY INDEX F14,74815,083+3359471,0170.75%+70
SELECT SECTOR SPDR TR
ST STR STAPL ETF
25,93925,558-3811,9772,0271.49%+50
AT&T INC(T)11,17311,046-1272452920.21%+48
PLUG POWER INC(PLUG)039,200+39,2000470.03%+47
WOODWARD INC(WWD)1,2751,575+3002342750.20%+41
BERKSHIRE HATHAWAY INC DEL61961902843230.24%+39
VANGUARD WHITEHALL FDS40,05641,041+9852,5482,5811.90%+34
KRANESHARES TRUST16,91917,199+2804845160.38%+32
ALLSTATE CORP(ALL)2,6682,66805025150.38%+13
ISHARES TR8,6008,511-892562700.20%+13
VISTRA CORP(VST)1,6902,521+8312862980.22%+12
PALANTIR TECHNOLOGIES INC(PLTR)4,1003,150-9502792900.21%+10
VANGUARD TAX-MANAGED FDS41,54040,986-5542,0012,0111.48%+10
ISHARES TR5,0005,00005325350.39%+3
VERIZON COMMUNICATIONS INC(VZ)5,8515,275-5762232260.17%+3
DENISON MINES CORP(DNN)15,00015,000029200.01%-10
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
4,9134,836-773183060.22%-11
ISHARES TR10,50510,761+2563333210.24%-12
ISHARES TR20,11020,11008418280.61%-12
META PLATFORMS INC(META)658660+24063870.28%-19
HUDBAY MINERALS INC(HBM)11,10011,100097770.06%-20
JPMORGAN CHASE & CO.(JPM)1,1301,110-202852600.19%-25
CLOUDFLARE INC(NET)10,0109,954-561,1461,1200.82%-26
ISHARES TR58458403483190.23%-29
SELECT SECTOR SPDR TR
ST STR UTIL ETF
13,51413,223-2911,0381,0050.74%-33
TEXAS PACIFIC LAND CORPORATI(TPL)30030004123790.28%-33
ISHARES INC18,79818,79808297910.58%-38
SPDR SER TR
ST STR SP BIOT
3,0743,095+212722320.17%-40
VANGUARD INDEX FDS2,6172,700+837697250.53%-44
CAPITOL SER TR
FAIR TA SECT ETF
24,41323,874-5396726270.46%-45
ISHARES TR1,7561,812+563933440.25%-50
ISHARES TR6,7506,75005204670.34%-53
EXXON MOBIL CORP9,7119,71101,0831,0270.75%-55
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
3,5133,51304503900.29%-59
SPDR SER TR
ST STR CONV ETF
16,74016,778+381,3211,2550.92%-66
ISHARES TR8,8878,068-8199418340.61%-108
MICROSOFT CORP(MSFT)994809-1854243160.23%-108
CAVA GROUP INC(CAVA)(Call)000613487-125
DIREXION SHS ETF TR29,3210-29,3211780-178
BLACKROCK ETF TRUST II55,20552,150-3,0552,8772,6941.98%-184
TESLA INC(TSLA)1,2831,324+415493600.26%-189
SELECT SECTOR SPDR TR
ST STR ENERG ETF
16,14815,788-3601,4951,3000.96%-195
VANGUARD INTL EQUITY INDEX F25,75821,610-4,1481,1199180.67%-201
ISHARES TR5080-5082060-206
GOLDMAN SACHS ETF TR2,6420-2,6422080-208
APPLE INC(AAPL)5,8485,925+771,3911,1780.87%-213
SELECT SECTOR SPDR TR
ST STR DISCR ETF
6,3266,244-821,4381,2210.90%-217
ALPHABET INC(GOOG)1,1170-1,1172200-220
PROSPECT CAP CORP(PSEC)295,0000-295,0002920-292
ISHARES TR39,40843,791+4,3834,6124,3163.17%-296
PROSHARES TR10,2810-10,2813090-309
SELECT SECTOR SPDR TR
ST STR TECHN ETF
17,02017,576+5563,9543,5832.63%-371
CAVA GROUP INC(CAVA)20,17520,775+6002,3321,9101.40%-422
NVIDIA CORPORATION(NVDA)18,35617,995-3612,5012,0571.51%-443
ADVANCED MICRO DEVICES INC(AMD)28,69029,273+5833,4422,8352.08%-607
INVESCO QQQ TR(Put)0006200-620
AMAZON COM INC(AMZN)30,38531,606+1,2216,7866,0404.44%-747
ISHARES TR107,928106,658-1,2706,9005,9624.38%-938
SPDR S&P 500 ETF TR(SPY)370,313392,786+22,47329,57427,25220.02%-2,322
PIMCO ETF TR
ENHAN SHRT MA AC
119,49790,254-29,24312,0099,0506.65%-2,960
PROSHARES TR
SHOR S&P 500 NEW
105,4670-105,4674,4290-4,429
PROSHARES TR
SHORT QQQ
131,4060-131,4064,8710-4,871
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