Fund HoldingsStegent Equity Advisors, Inc.

Total Portfolio Value
$96.00M
Total Bought
$23.94M
Total Sold
$26.30M
Net Transaction
-$2.37M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
13,55993,834+80,2757625,1375.35%+4,376
SPDR SER TR
ST STR P500GRW
054,426+54,42604,3614.54%+4,361
SIMPLIFY EXCHANGE TRADED FUN
ENHANCED INM ETF
11,789161,621+149,8322883,9274.09%+3,640
ISHARES TR021,827+21,82702,1722.26%+2,172
INVESCO EXCH TRADED FD TR II013,429+13,42901,1751.22%+1,175
ISHARES TR06,829+6,82909370.98%+937
ALPHABET INC(GOOG)5,5809,151+3,5718421,6671.74%+825
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
024,364+24,36408130.85%+813
VERISK ANALYTICS INC(VRSK)1,0603,805+2,7452501,0261.07%+776
VANECK ETF TRUST
URANI NUCLE ETF
07,441+7,44105950.62%+595
FIRST TR EXCHANGE-TRADED FD
NO AMER ENERGY
102,978117,198+14,2203,0413,5703.72%+529
TEXAS PACIFIC LAND CORPORATI(TPL)2,7042,802+981,5642,0572.14%+493
APPLE INC(AAPL)7,1227,887+7651,2211,6611.73%+440
QUALYS INC(QLYS)02,184+2,18403110.32%+311
ALTRIA GROUP INC(MO)5,11811,529+6,4112235250.55%+302
COLGATE PALMOLIVE CO(CL)02,658+2,65802580.27%+258
HENRY JACK & ASSOC INC(JKHY)2,0283,623+1,5953526010.63%+249
WISDOMTREE TR(WT)04,406+4,40602220.23%+222
FIRST TR EXCHANGE-TRADED FD
NASDQ SEMCNDTR
20,42920,666+2371,8502,0642.15%+214
META PLATFORMS INC(META)0423+42302130.22%+213
FIRST TR EXCHNG TRADED FD VI
FT ENER INCO ETF
010,906+10,90602030.21%+203
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
29,48133,040+3,5591,7061,8731.95%+167
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
16,16117,278+1,1171,6411,7751.85%+133
FIRST TR EXCH TRADED FD III
LNG/SHT EQUITY
44,23845,535+1,2972,7282,8502.97%+122
FIRST TR EXCHANGE-TRADED FD
RBA INDL ETF
25,29826,333+1,0351,7031,7991.87%+95
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
12,69013,364+6741,4541,5451.61%+90
ALPHABET INC(GOOG)2,2802,28003474180.44%+71
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
21,20622,448+1,2421,1961,2671.32%+71
SPDR SER TR
ST STR P500ETF
26,73926,73901,6451,7111.78%+66
NOVO-NORDISK A S(NVO)11,21810,413-8051,4401,4861.55%+46
VANGUARD WORLD FD
INF TECH ETF
62762703293620.38%+33
AMAZON COM INC(AMZN)1,6281,689+612943260.34%+33
T-MOBILE US INC(TMUS)2,5242,52404124450.46%+33
VISA INC(V)1,1281,260+1323153310.34%+16
ETF SER SOLUTIONS
US GBL GLD PRE
215,348202,458-12,8903,8383,8474.01%+9
INTUIT(INTU)72972904744790.50%+5
ISHARES GOLD TR(IAU)8,2988,024-2743493520.37%+4
VALUED ADVISERS TR
REGAN FLTG RATE
11,41111,41102882890.30%+1
AMPLIFY ETF TR6,6066,60602572560.27%-1
DANAHER CORPORATION(DHR)1,1661,156-102912890.30%-2
S&P GLOBAL INC(SPGI)686648-382922890.30%-3
INTERCONTINENTAL EXCHANGE IN(ICE)2,1802,135-453002920.30%-7
SPDR SER TR
ST STR SP600 SML
5,4195,41902332250.23%-8
AUTOZONE INC(AZO)9496+22962850.30%-12
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
6,9126,91204314150.43%-16
SPROTT FDS TR
URANI MINER ETF
70,19469,900-2943,4603,4423.59%-18
PROCTER AND GAMBLE CO(PG)1,5261,346-1802482220.23%-26
MICROSOFT CORP(MSFT)2,8122,586-2261,1831,1561.20%-27
CINTAS CORP(CTAS)472407-653242850.30%-39
HOME DEPOT INC(HD)791750-413032580.27%-45
CME GROUP INC(CME)1,4911,399-923212750.29%-46
PACER FDS TR
US SM CAP CA ETF
15,41216,290+8787587100.74%-48
PACER FDS TR
US CASH COWS 100
41,79543,688+1,8932,4292,3812.48%-48
NVR INC(NVR)4339-43482960.31%-52
KRANESHARES TRUST25,12023,632-1,4883653040.32%-61
SPDR SER TR
ST STR P400MID
17,02016,370-6509088400.87%-68
TRAVELERS COMPANIES INC(TRV)2,0151,893-1224643850.40%-79
CLOROX CO DEL(CLX)1,9821,636-3463032230.23%-80
AMERICAN CENTY ETF TR12,97112,621-3501,2161,1321.18%-83
LOCKHEED MARTIN CORP(LMT)816611-2053712850.30%-86
STARBUCKS CORP(SBUX)4,9084,440-4684493460.36%-103
BECTON DICKINSON & CO(BDX)2,2821,936-3465654530.47%-112
NORTHROP GRUMMAN CORP(NOC)1,7591,659-1008427230.75%-119
PAYPAL HLDGS INC(PYPL)6,1905,020-1,1704152910.30%-123
PHILLIPS 66(PSX)5,6325,63209207950.83%-125
FIRST TR EXCHANGE-TRADED FD
WTR ETF
41,82941,394-4354,2714,1394.31%-132
TIDAL ETF TR11,0350-11,0351600-160
INVESCO EXCH TRADED FD TR II16,08315,319-7641,7331,5691.63%-164
BERKLEY W R CORP15,31814,994-3241,3551,1781.23%-176
PACER FDS TR
TRENDPILOT INTL
6,8890-6,8892000-200
ABRDN PRECIOUS METALS BASKET41,36636,374-4,9923,9503,7463.90%-205
HERSHEY CO(HSY)5,9075,120-7871,1499410.98%-208
SALESFORCE INC(CRM)8480-8482550-255
CONOCOPHILLIPS(COP)15,20314,559-6441,9351,6651.73%-270
FIRST TR ENERGY INCOME & GRO19,1410-19,1413130-313
INNOVATOR ETFS TRUST
LADERD ALCTN PWR
20,30111,516-8,7858474940.51%-354
COCA COLA CO(KO)10,8173,213-7,6046622050.21%-457
TIDAL ETF TR55,49025,633-29,8571,0174420.46%-575
VANECK ETF TRUST
URANI NUCLE ETF
7,6080-7,6085780-578
ABBVIE INC(ABBV)5,5761,917-3,6591,0153290.34%-687
PROSHARES TR
BITCOIN ETF
68,80367,010-1,7932,2221,5081.57%-714
MCDONALDS CORP(MCD)3,9601,493-2,4671,1173800.40%-736
BROADCOM INC(AVGO)6310-6318360-836
FIRST TR EXCHANGE TRADED FD
CONSUMR STAPLE
12,7150-12,7158710-871
RBB FD INC
F/M US TREASURY
78,87258,157-20,7153,9462,9093.03%-1,037
PACER FDS TR
TRENDPILOT 100
19,8334,332-15,5011,3623120.33%-1,050
SELECT SECTOR SPDR TR
ST STR CARE ETF
7,3120-7,3121,0800-1,080
INNOVATOR ETFS TRUST
US SML CP PWR ET
39,5400-39,5401,2320-1,232
INNOVATOR ETFS TRUST
POWER BUFFER SET
46,4690-46,4691,3710-1,371
FIRST TR VALUE LINE DIVID IN
SHS
40,8550-40,8551,7250-1,725
AMERICAN CENTY ETF TR67,25137,607-29,6444,4292,4432.54%-1,987
EA SERIES TRUST
FREEDOM 100 EM
130,11063,252-66,8584,3892,2342.33%-2,155
ISHARES TR27,3500-27,3502,5880-2,588
KRANESHARES TRUST98,7160-98,7162,9510-2,951
Page 1 of 1