Fund HoldingsAFG FIDUCIARY SERVICES LIMITED PARTNERSHIP

Total Portfolio Value
$140.45M
Total Bought
$20.67M
Total Sold
$28.16M
Net Transaction
-$7.49M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
PROSHARES TR
SHOR S&P 500 NEW
0105,467+105,46704,4293.15%+4,429
PGIM ETF TR
PGIM ULTRA SH BD
075,602+75,60203,7542.67%+3,754
PROSHARES TR
SHORT QQQ
29,356131,406+102,0501,1484,8713.47%+3,723
BLACKROCK ETF TRUST II055,205+55,20502,8772.05%+2,877
SELECT SECTOR SPDR TR
ST STR ENERG ETF
7,51616,148+8,6326981,4951.06%+797
AMAZON COM INC(AMZN)32,17730,385-1,7926,0766,7864.83%+711
CAVA GROUP INC(CAVA)(Call)0000613+613
ISHARES BITCOIN TRUST ETF(IBIT)07,875+7,87504460.32%+446
WISDOMTREE TR(WT)09,233+9,23304060.29%+406
SELECT SECTOR SPDR TR
ST STR FINL ETF
07,964+7,96403940.28%+394
FIRST TR EXCHANGE-TRADED FD
RBA INDL ETF
3,5157,562+4,0472686140.44%+347
PROSHARES TR010,281+10,28103090.22%+309
VISTRA CORP(VST)01,690+1,69002860.20%+286
PALANTIR TECHNOLOGIES INC(PLTR)04,100+4,10002790.20%+279
TESLA INC(TSLA)1,3011,283-182835490.39%+266
INVESCO QQQ TR11,95311,878-755,8976,1374.37%+240
WOODWARD INC(WWD)01,275+1,27502340.17%+234
ALPHABET INC(GOOG)01,117+1,11702200.16%+220
DIREXION SHS ETF TR029,321+29,32101780.13%+178
INVESCO QQQ TR(Put)000444620+176
CAVA GROUP INC(CAVA)16,17520,175+4,0002,1622,3321.66%+171
TEXAS PACIFIC LAND CORPORATI(TPL)30030003184120.29%+95
SELECT SECTOR SPDR TR
ST STR DISCR ETF
6,8486,326-5221,3461,4381.02%+92
PIMCO ETF TR
ENHAN SHRT MA AC
118,680119,497+81711,92312,0098.55%+87
APPLE INC(AAPL)5,8425,848+61,3291,3910.99%+62
ISHARES TR39,32039,408+884,5694,6123.28%+43
NVIDIA CORPORATION(NVDA)18,28718,356+692,4652,5011.78%+36
ISHARES TR6,6488,600+1,9522222560.18%+35
JPMORGAN CHASE & CO.(JPM)1,1301,13002512850.20%+34
ISHARES TR109,081107,928-1,1536,8746,9004.91%+26
MICROSOFT CORP(MSFT)962994+324014240.30%+23
SPDR SER TR
ST STR CONV ETF
16,79116,740-511,3001,3210.94%+20
ISHARES TR6,7506,75005015200.37%+19
VANGUARD INDEX FDS6,4846,48401,7291,7471.24%+18
META PLATFORMS INC(META)65865803884060.29%+18
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
3,5133,51304324500.32%+17
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
4,9094,913+43073180.23%+11
AT&T INC(T)11,13811,173+352382450.17%+7
DENISON MINES CORP(DNN)15,00015,000029290.02%0
ALLSTATE CORP(ALL)2,6682,66805025020.36%-1
BERKSHIRE HATHAWAY INC DEL61961902852840.20%-1
PROSPECT CAP CORP(PSEC)295,000295,00002932920.21%-1
ISHARES TR10,21610,505+2893403330.24%-7
ISHARES TR563508-552142060.15%-8
ISHARES TR8,8218,887+669519410.67%-9
GLOBAL X FDS
GLOBAL X URANIUM
12,76713,449+6823833720.26%-11
ISHARES TR617584-333593480.25%-11
VANGUARD INTL EQUITY INDEX F23,50525,758+2,2531,1321,1190.80%-12
VANGUARD INDEX FDS2,7372,617-1207837690.55%-14
HUDBAY MINERALS INC(HBM)12,00011,100-900112970.07%-15
KRANESHARES TRUST14,24916,919+2,6704994840.34%-15
ISHARES TR1,8511,756-954103930.28%-16
CAPITOL SER TR
FAIR TA SECT ETF
24,39424,413+196896720.48%-16
CHARGEPOINT HOLDINGS INC13,3000-13,300180-18
CLOUDFLARE INC(NET)12,49110,010-2,4811,1681,1460.82%-22
VERIZON COMMUNICATIONS INC(VZ)5,8325,851+192512230.16%-27
GOLDMAN SACHS ETF TR3,0642,642-4222402080.15%-32
SELECT SECTOR SPDR TR
ST STR UTIL ETF
13,60913,514-951,0791,0380.74%-41
PENNYMAC CORP(PMT)56,0000-56,000560-56
TRANSOCEAN LTD(RIG)16,0000-16,000690-69
ISHARES TR9,5859,513-721,9021,8331.31%-69
IRIS ENERGY LTD
ORDINARY SHARES
10,0000-10,000770-77
ISHARES INC19,06318,798-2659178290.59%-88
VANGUARD INTL EQUITY INDEX F14,96114,748-2131,0429470.67%-96
ISHARES TR4,1653,925-2409818760.62%-105
SELECT SECTOR SPDR TR
ST STR STAPL ETF
25,52925,939+4102,0841,9771.41%-107
ISHARES TR20,45520,110-3459488410.60%-107
EXXON MOBIL CORP9,7259,711-141,2021,0830.77%-119
ISHARES TR6,0005,000-1,0006655320.38%-132
PROSHARES TR23,2040-23,2041660-166
SELECT SECTOR SPDR TR
ST STR TECHN ETF
18,00617,020-9864,1563,9542.82%-202
UBER TECHNOLOGIES INC(UBER)2,5000-2,5002160-216
SPDR SER TR
ST STR SP DIV
1,5340-1,5342170-217
VANGUARD TAX-MANAGED FDS42,69741,540-1,1572,2202,0011.42%-219
ISHARES TR2,5000-2,5002400-240
PROLOGIS INC.(PLD)2,0000-2,0002400-240
ISHARES TR2,5980-2,5982590-259
ENPHASE ENERGY INC(ENPH)2,6930-2,6932720-272
VANGUARD WHITEHALL FDS44,19540,056-4,1392,8812,5481.81%-333
SPDR SER TR
ST STR SP BIOT
8,6593,074-5,5858542720.19%-582
SPDR S&P 500 ETF TR(SPY)352,574370,313+17,73930,19229,57421.06%-618
SPDR SER TR
STATE STRET SPDR
35,3490-35,3496660-666
ADVANCED MICRO DEVICES INC(AMD)24,63228,690+4,0584,1353,4422.45%-694
VANGUARD WORLD FD11,0000-11,0008170-817
ISHARES INC35,2640-35,2649990-999
PROSHARES TR107,5360-107,5361,1580-1,158
SPDR GOLD TR(GLD)24,67018,534-6,1366,0564,6133.28%-1,443
BLACKROCK ETF TRUST II55,4260-55,4262,9320-2,932
ISHARES TR198,31644,198-154,11818,5823,8352.73%-14,748
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