Fund HoldingsAFG FIDUCIARY SERVICES LIMITED PARTNERSHIP

Total Portfolio Value
$155.24M
Total Bought
$22.78M
Total Sold
$10.11M
Net Transaction
+$12.67M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
PROSHARES TR
SHOR S&P 500 NEW
068,420+68,42002,7171.75%+2,717
SPDR S&P 500 ETF TR(SPY)392,786401,177+8,39127,25229,84719.23%+2,595
PROSHARES TR
SHRT RUSSELL2000
0134,984+134,98402,5161.62%+2,516
PROSHARES TR
SHORT QQQ
065,759+65,75902,2331.44%+2,233
BLACKROCK ETF TRUST II52,15078,946+26,7962,6944,1532.67%+1,459
ISHARES TR43,79147,613+3,8224,3165,2833.40%+967
ISHARES INC033,513+33,51309650.62%+965
PGIM ETF TR
PGIM ULTRA SH BD
186,764204,320+17,5569,23010,1306.53%+900
INVESCO QQQ TR(Put)0000820+820
VANGUARD INTL EQUITY INDEX F21,61033,357+11,7479181,6571.07%+738
ISHARES TR106,658106,283-3755,9626,6744.30%+711
SELECT SECTOR SPDR TR
ST STR TECHN ETF
17,57616,655-9213,5834,1802.69%+597
AMAZON COM INC(AMZN)31,60630,053-1,5536,0406,6254.27%+586
J P MORGAN EXCHANGE TRADED F
BETA EURO ET NE
20,15625,478+5,3221,1951,7191.11%+524
VANGUARD INDEX FDS7,4388,142+7041,8352,2911.48%+456
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
9,15210,544+1,3921,5121,9391.25%+427
UBER TECHNOLOGIES INC(UBER)04,303+4,30303960.26%+396
ADVANCED MICRO DEVICES INC(AMD)29,27323,735-5,5382,8353,2312.08%+396
KRANESHARES TRUST17,19926,158+8,9595168980.58%+382
CITI TRENDS INC010,000+10,00003300.21%+330
POWELL INDS INC(POWL)01,533+1,53303220.21%+322
VANGUARD WORLD FD04,800+4,80003200.21%+320
DIREXION SHS ETF TR038,333+38,33303070.20%+307
SPDR SERIES TRUST
ST STR CONV ETF
16,77818,747+1,9691,2551,5430.99%+288
VISTRA CORP(VST)2,5213,139+6182985810.37%+284
XYLEM INC(XYL)02,100+2,10002750.18%+275
SELECT SECTOR SPDR TR
ST STR STAPL ETF
25,55828,077+2,5192,0272,3021.48%+275
WISDOMTREE TR(WT)15,27219,338+4,0666589210.59%+263
IREN LIMITED
ORDINARY SHARES
016,700+16,70002540.16%+254
ISHARES TR8,51113,906+5,3952705120.33%+243
ISHARES TR0538+53802260.15%+226
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
4,8367,138+2,3023065310.34%+225
GOLDMAN SACHS ETF TR02,642+2,64202180.14%+218
BOEING CO(BA)01,020+1,02002140.14%+214
UNIVERSAL TECHNICAL INST INC(UTI)06,500+6,50002120.14%+212
SPDR SERIES TRUST
ST BLOO HIGH ETF
02,124+2,12402050.13%+205
CLOUDFLARE INC(NET)9,9546,941-3,0131,1201,2840.83%+163
VANGUARD INTL EQUITY INDEX F15,08315,128+451,0171,1730.76%+157
ISHARES TR20,11020,11008289720.63%+144
ISHARES INC18,79818,79807919270.60%+136
SELECT SECTOR SPDR TR
ST STR UTIL ETF
13,22313,846+6231,0051,1350.73%+130
PIMCO ETF TR
ENHAN SHRT MA AC
90,25491,600+1,3469,0509,1755.91%+125
ISHARES BITCOIN TRUST ETF(IBIT)17,10015,175-1,9258019080.58%+107
SELECT SECTOR SPDR TR
ST STR FINL ETF
10,31911,063+7444875830.38%+95
VANGUARD INDEX FDS2,7002,698-27258200.53%+95
SELECT SECTOR SPDR TR
ST STR ENERG ETF
15,78816,313+5251,3001,3940.90%+94
HECLA MNG CO(HL)015,000+15,0000900.06%+90
SELECT SECTOR SPDR TR
ST STR DISCR ETF
6,2445,989-2551,2211,3070.84%+86
ISHARES TR13,82213,102-7202,5012,5851.67%+84
KRISPY KREME INC025,335+25,3350810.05%+81
ISHARES TR6,7506,75004675410.35%+74
MICROSOFT CORP(MSFT)809791-183163890.25%+73
JPMORGAN CHASE & CO.(JPM)1,1101,11002603220.21%+62
APPLE INC(AAPL)5,9255,968+431,1781,2400.80%+62
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
3,5133,51303904520.29%+62
DIREXION SHS ETF TR012,871+12,8710610.04%+61
ISHARES TR58458403193620.23%+43
TESLA INC(TSLA)1,3241,339+153604030.26%+42
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
4,2264,359+1332372760.18%+40
HUDBAY MINERALS INC(HBM)11,10010,600-500771130.07%+36
AT&T INC(T)11,04611,075+292923200.21%+27
EXXON MOBIL CORP9,7119,648-631,0271,0540.68%+27
ISHARES TR8,0688,241+1738348590.55%+26
SPDR SERIES TRUST
ST STR SP BIOT
3,0953,035-602322520.16%+20
ALLSTATE CORP(ALL)2,6682,66805155340.34%+19
ISHARES TR10,76110,969+2083213360.22%+15
ISHARES TR1,8121,639-1733443570.23%+14
ISHARES TR5,0005,00005355470.35%+11
DENISON MINES CORP(DNN)15,00015,000020260.02%+7
BERKSHIRE HATHAWAY INC DEL61961903233030.20%-20
VERIZON COMMUNICATIONS INC(VZ)5,2754,645-6302262030.13%-23
PLUG POWER INC(PLUG)39,2000-39,200470-47
CAVA GROUP INC(CAVA)(Call)000487436-51
TEXAS PACIFIC LAND CORPORATI(TPL)30030003793210.21%-58
ISHARES TR68,26568,150-1156,0676,0073.87%-60
PALANTIR TECHNOLOGIES INC(PLTR)3,1501,650-1,5002902160.14%-74
CAPITOL SER TR
FAIR TA SECT ETF
23,87419,031-4,8436275410.35%-87
VANGUARD TAX-MANAGED FDS40,98633,745-7,2412,0111,9221.24%-88
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
15,31411,310-4,0041,0459300.60%-115
META PLATFORMS INC(META)660353-3073872540.16%-133
NVIDIA CORPORATION(NVDA)17,99512,073-5,9222,0571,8511.19%-207
FIRST TR EXCHANGE-TRADED FD
WTR ETF
2,2900-2,2902210-221
CAVA GROUP INC(CAVA)20,77520,075-7001,9101,6531.06%-258
WOODWARD INC(WWD)1,5750-1,5752750-275
VANECK ETF TRUST
RARE EAR STR ETF
32,83516,398-16,4371,2066610.43%-545
VANECK ETF TRUST
URANI NUCLE ETF
7,6010-7,6015560-556
ISHARES TR7,2752,870-4,4051,3366820.44%-654
INVESCO QQQ TR15,37811,826-3,5527,1666,4694.17%-697
GLOBAL X FDS
GLOBAL X URANIUM
36,4540-36,4548060-806
SPDR GOLD TR(GLD)18,60413,711-4,8935,3094,2172.72%-1,092
VANGUARD WHITEHALL FDS41,04121,614-19,4272,5811,4090.91%-1,173
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