Fund HoldingsStegent Equity Advisors, Inc.

Total Portfolio Value
$84.57M
Total Bought
$17.74M
Total Sold
$14.09M
Net Transaction
+$3.65M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
FIRST TR EXCHANGE-TRADED FD
NO AMER ENERGY
41,083134,487+93,4041,0853,7244.40%+2,639
FIRST TR EXCHANGE TRADED FD
WTR ETF
13,52637,750+24,2241,1193,5794.23%+2,459
FIRST TR EXCH TRADED FD III
LNG/SHT EQUITY
11,03245,443+34,4115862,5573.02%+1,970
PROSHARES TR
BITCOIN ETF
074,923+74,92301,5351.82%+1,535
ISHARES TR013,278+13,27801,3131.55%+1,313
FIRST TR EXCHANGE-TRADED FD
RBA INDL ETF
5,13127,027+21,8962641,5631.85%+1,299
PACER FDS TR
TRENDPILOT 100
014,725+14,72509621.14%+962
TIDAL ETF TR27,13274,735+47,6034151,3221.56%+907
ETF SER SOLUTIONS
US GBL GLD PRE
261,475267,514+6,0393,8804,5475.38%+667
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
19,85228,829+8,9779021,5521.84%+650
PACER FDS TR
US SM CAP CA ETF
010,016+10,01604810.57%+481
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
10,11512,874+2,7598071,1861.40%+379
NOVO-NORDISK A S(NVO)03,193+3,19303300.39%+330
SPDR SER TR
ST STR P400MID
4,79810,887+6,0892105300.63%+320
BROADCOM INC(AVGO)0243+24302710.32%+271
KRANESHARES TR016,475+16,47502680.32%+268
MCDONALDS CORP(MCD)0856+85602540.30%+254
ABBVIE INC(ABBV)01,599+1,59902480.29%+248
FIRST TR EXCHANGE-TRADED FD
NASDQ SEMCNDTR
23,07521,999-1,0761,5611,7942.12%+233
SPDR SER TR
ST STR SP600 SML
05,419+5,41902290.27%+229
SPDR SER TR
ST STR P500ETF
26,73926,73901,3441,4951.77%+151
APPLE INC(AAPL)7,4447,392-521,2751,4231.68%+149
PACER FDS TR
US CASH COWS 100
50,47150,829+3582,4952,6433.12%+148
INNOVATOR ETFS TR
US SML CP PWR ET
61,71861,488-2301,6511,7942.12%+143
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
15,20915,887+6786998210.97%+122
MICROSOFT CORP(MSFT)1,9791,977-26257440.88%+119
BERKLEY W R CORP12,61212,731+1198019001.06%+100
SELECT SECTOR SPDR TR
ST STR CARE ETF
8,1238,305+1821,0461,1331.34%+87
INTUIT(INTU)72972903724560.54%+83
PHILLIPS 66(PSX)5,7955,702-936967590.90%+63
T-MOBILE US INC(TMUS)2,5242,52403534050.48%+51
VANGUARD WORLD FDS
INF TECH ETF
62762702603040.36%+43
ALPHABET INC(GOOG)3,3243,380+564354720.56%+37
ISHARES GOLD TR(IAU)8,4778,353-1242973260.39%+29
FIRST TR VALUE LINE DIVID IN
SHS
50,59147,250-3,3411,8921,9162.27%+25
AMERICAN CENTY ETF TR24,28621,347-2,9391,8931,9172.27%+24
ALPHABET INC(GOOG)2,2802,28003013210.38%+21
INVESCO EXCHANGE TRADED FD T
RAFI US 1500
7,0726,272-8002332350.28%+2
FIRST TR ENERGY INCOME & GRO30,12926,753-3,3763963870.46%-9
INVESCO EXCH TRADED FD TR II22,65020,897-1,7531,9051,8912.24%-14
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
8,5127,237-1,2754474310.51%-15
TEXAS PACIFIC LAND CORPORATI(TPL)654746+921,1921,1731.39%-19
BECTON DICKINSON & CO(BDX)2,5962,579-176716290.74%-42
INNOVATOR ETFS TR
POWER BUFFER SET
66,18561,024-5,1611,7641,7212.04%-43
KRANESHARES TR109,945122,535+12,5903,5813,5314.18%-49
CONOCOPHILLIPS(COP)15,22215,220-21,8241,7672.09%-57
FIRST TR EXCHANGE TRADED FD
CONSUMR STAPLE
10,8539,464-1,3896555970.71%-58
SPROTT FDS TR
URANI MINER ETF
75,17571,901-3,2743,5463,4714.10%-75
HERSHEY CO(HSY)4,3104,096-2148627640.90%-99
NORTHROP GRUMMAN CORP(NOC)2,1521,786-3669478360.99%-111
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
15,22312,577-2,6461,4291,3171.56%-112
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
37,47130,840-6,6312,0071,6962.00%-311
INNOVATOR ETFS TR12,8260-12,8263160-316
AMPLIFY ETF TR17,4376,606-10,8316062410.29%-364
VANECK ETF TRUST
URANI NUCLE ETF
12,9097,608-5,3019155460.65%-369
TIDAL ETF TR47,36318,590-28,7736572810.33%-376
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
14,8677,058-7,8098834210.50%-462
WISDOMTREE TR(WT)10,8490-10,8495460-546
ABRDN PRECIOUS METALS BASKET57,69046,972-10,7184,8554,2755.06%-579
EA SERIES TRUST
FREEDOM 100 EM
146,101106,336-39,7654,1363,4984.14%-638
AMERICAN CENTY ETF TR77,83660,570-17,2664,5033,7854.48%-718
INNOVATOR ETFS TR
LADERD ALCTN PWR
45,90124,894-21,0071,7219981.18%-724
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
21,1540-21,1541,0670-1,067
FIRST TR EXCHNG TRADED FD VI
SMITH OPPORT FXD
68,55239,181-29,3712,8831,7482.07%-1,135
J P MORGAN EXCHANGE TRADED F
MUNICIPAL ETF
25,0020-25,0021,2090-1,209
RBB FD INC
F/M US TREASURY
76,84045,295-31,5453,8472,2582.67%-1,589
SELECT SECTOR SPDR TR
ST STR ENERG ETF
25,0690-25,0692,2660-2,266
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