Fund HoldingsStegent Equity Advisors, Inc.

Total Portfolio Value
$112.94M
Total Bought
$22.28M
Total Sold
$11.57M
Net Transaction
+$10.71M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
AMERICAN CENTY ETF TR13,31841,352+28,0349293,2782.90%+2,350
SPROTT FDS TR
URANI MINER ETF
59,52375,484+15,9611,9313,6183.20%+1,687
AMERICAN CENTY ETF TR20,07535,872+15,7971,7503,2682.89%+1,518
HOULIHAN LOKEY INC(HLI)9,27414,262+4,9881,4982,5662.27%+1,069
BROADCOM INC(AVGO)03,615+3,61509960.88%+996
COINBASE GLOBAL INC(COIN)02,820+2,82009880.88%+988
VANECK ETF TRUST
MORN SMID MO ETF
50,62272,756+22,1341,6602,5322.24%+872
ETF SER SOLUTIONS
DEFIA QUANT ETF
09,025+9,02508290.73%+829
ALTRIA GROUP INC(MO)8,16422,112+13,9484901,2961.15%+806
SELECT SECTOR SPDR TR
ST STR STAPL ETF
07,919+7,91906410.57%+641
CAL MAINE FOODS INC(CALM)06,008+6,00805990.53%+599
ABBVIE INC(ABBV)4,4628,000+3,5389351,4851.31%+550
NETEASE INC(NTES)03,735+3,73505030.45%+503
WALMART INC(WMT)05,027+5,02704920.44%+492
VERISK ANALYTICS INC(VRSK)4,9216,258+1,3371,4651,9491.73%+485
HAFNIA LTD(HAFN)095,736+95,73604780.42%+478
VICTORY CAP HLDGS INC(VCTR)07,432+7,43204730.42%+473
MICROSOFT CORP(MSFT)2,7432,993+2501,0301,4891.32%+459
AMERICAN CENTY ETF TR06,933+6,93304530.40%+453
WHEATON PRECIOUS METALS CORP(WPM)2,7017,046+4,3452106330.56%+423
CHURCH & DWIGHT CO INC(CHD)4,9509,987+5,0375459600.85%+415
PEPSICO INC(PEP)03,117+3,11704120.36%+412
TELEFONICA BRASIL SA(VIV)035,778+35,77804080.36%+408
ISHARES TR30,35036,875+6,5252,8713,2672.89%+397
CLOROX CO DEL(CLX)2,0865,338+3,2523076410.57%+334
EA SERIES TRUST
SARMA THEMA ETF
010,824+10,82403010.27%+301
AMPLIFY ETF TR15,21514,844-3715618480.75%+287
NVIDIA CORPORATION(NVDA)01,808+1,80802860.25%+286
VANECK ETF TRUST
URANI NUCLE ETF
7,2987,29805358110.72%+277
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
22,66822,281-3871,5461,8141.61%+267
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
11,71311,443-2701,3251,5911.41%+266
STARBUCKS CORP(SBUX)5,0658,135+3,0704977450.66%+249
FIRST TR EXCHANGE-TRADED FD
WTR ETF
38,36037,878-4823,8634,0903.62%+227
PAYPAL HLDGS INC(PYPL)5,2007,392+2,1923395490.49%+210
INNOVATOR ETFS TRUST
POWER BUFFER SET
06,154+6,15402050.18%+205
MEDPACE HLDGS INC(MEDP)0647+64702030.18%+203
SPDR SERIES TRUST
ST STR P500ETF
26,69526,69501,7551,9401.72%+185
INTERCONTINENTAL EXCHANGE IN(ICE)2,2663,131+8653915740.51%+184
CINTAS CORP(CTAS)1,8342,511+6773775600.50%+183
AMAZON COM INC(AMZN)2,2722,782+5104326100.54%+178
BERKLEY W R CORP18,91520,529+1,6141,3461,5081.34%+162
SIMPLIFY EXCHANGE TRADED FUN
ENHANCED INM ETF
99,07795,733-3,3442,1742,3202.05%+146
INTUIT(INTU)729731+24485760.51%+128
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
4,9514,95105777020.62%+124
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
22,28120,209-2,0721,4041,5271.35%+124
DANAHER CORPORATION(DHR)1,0991,764+6652253480.31%+123
INNOVATOR ETFS TRUST
DEFINED WLT SHLD
13,20716,721+3,5144145360.47%+122
AMERICAN EXPRESS CO(AXP)1,1471,320+1733094210.37%+112
SALESFORCE INC(CRM)1,2171,562+3453274260.38%+99
VANGUARD WORLD FD
INF TECH ETF
1,1631,099-646317290.65%+98
S&P GLOBAL INC(SPGI)659812+1533354280.38%+93
PACER FDS TR
US LRG CP CASH
18,33418,705+3715656570.58%+92
AMERICAN CENTY ETF TR4,3945,456+1,0622873720.33%+86
FIRST TR EXCHANGE TRADED FD
NASDQ SEMCNDTR
8,5367,599-9376457290.65%+84
LOCKHEED MARTIN CORP(LMT)9541,091+1374265050.45%+79
GRAND CANYON ED INC(LOPE)4,9204,868-528519200.81%+69
RESMED INC(RMD)3,2333,064-1697247910.70%+67
EA SERIES TRUST
FREEDOM 100 EM
11,76311,76304124750.42%+63
TRAVELERS COMPANIES INC(TRV)1,9042,112+2085045650.50%+62
HOME DEPOT INC(HD)816980+1642993590.32%+60
ALPHABET INC(GOOG)2,2802,343+633564160.37%+59
COCA COLA CO(KO)5,5796,472+8934004580.41%+58
CME GROUP INC(CME)1,5651,686+1214154650.41%+50
FIRST TR EXCH TRADED FD III
LNG/SHT EQUITY
62,42061,093-1,3274,0004,0493.59%+49
SPDR SERIES TRUST
ST STR P400MID
15,33015,136-1947858230.73%+39
APPLE INC(AAPL)7,0077,767+7601,5571,5941.41%+37
INNOVATOR ETFS TRUST
LADERD ALCTN PWR
10,32610,32604554850.43%+30
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
6,7796,77904054320.38%+27
ISHARES GOLD TR(IAU)7,8327,83204624880.43%+27
ABRDN PRECIOUS METALS BASKET34,18232,216-1,9664,4264,4513.94%+25
LISTED FDS TR
HORI KI INFL ETF
20,54820,373-1758358590.76%+24
INVESCO EXCH TRADED FD TR II24,87025,408+5383,0983,1212.76%+22
VISA INC(V)1,2191,263+444274480.40%+21
FRANCO NEV CORP(FNV)2,9282,924-44614790.42%+18
BITWISE BITCOIN ETF TR(BITB)14,30511,237-3,0686426580.58%+16
AMPLIFY ETF TR6,6066,60602692810.25%+12
AUTOZONE INC(AZO)113119+64314420.39%+11
SPDR SERIES TRUST
ST STR SP600 SML
5,3715,37102192290.20%+10
FIRST TR EXCHANGE-TRADED FD
SHS
4,5614,56102032040.18%+1
FIRST TR EXCHANGE-TRADED FD
NO AMER ENERGY
20,98320,898-857877840.69%-3
FIRST TR EXCHNG TRADED FD VI
FT ENER INCO ETF
10,90610,90602212150.19%-6
NORTHROP GRUMMAN CORP(NOC)1,5361,53607867680.68%-18
PHILLIPS 66(PSX)8,1858,18501,0119760.86%-34
SIMPLIFY EXCHANGE TRADED FUN
MANAGED FUTURES
28,49330,257+1,7648438090.72%-34
BERKSHIRE HATHAWAY INC DEL1,1581,190+326175780.51%-39
PACER FDS TR
TRENDPILOT 100
3,9643,375-5892812410.21%-41
ALPHABET INC(GOOG)8,6307,244-1,3861,3351,2771.13%-58
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
08,178+8,17804650.41%+465
T-MOBILE US INC(TMUS)2,5242,52406736010.53%-72
BECTON DICKINSON & CO(BDX)1,7091,713+43922950.26%-97
META PLATFORMS INC(META)982611-3715664510.40%-115
ETF SER SOLUTIONS
US GBL GLD PRE
171,489142,764-28,7254,3044,1893.71%-116
SPDR SERIES TRUST
ST STR P500GRW
30,33924,347-5,9922,4382,3212.05%-118
VALUED ADVISERS TR
REGAN FLTG RATE
23,59617,037-6,5596014350.38%-166
PACER FDS TR
TRENDPILOT INTL
6,8890-6,8892020-202
PACER FDS TR
US CASH COWS 100
56,25452,033-4,2213,0802,8672.54%-213
CONOCOPHILLIPS(COP)16,45616,45601,7281,4771.31%-251
VANGUARD INDEX FDS2,8870-2,8872610-261
RBB FUND TRUST
FIRST EAGLE GBL
21,67813,199-8,4798155330.47%-282
NVR INC(NVR)420-423040-304
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