Fund HoldingsOwen LaRue, LLC

Total Portfolio Value
$235.18M
Total Bought
$51.86M
Total Sold
$35.75M
Net Transaction
+$16.11M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
GLOBAL X FDS
NASDAQ 100 COVER
12,689234,194+221,5052113,9161.66%+3,705
PALANTIR TECHNOLOGIES INC(PLTR)105,78487,499-18,2858,92811,9285.07%+3,000
FIRST TR EXCHANGE TRADED FD
DJ GLBL DIVID
0101,700+101,70002,8011.19%+2,801
IONQ INC(IONQ)061,794+61,79402,6551.13%+2,655
KINDER MORGAN INC DEL(KMI)086,688+86,68802,5491.08%+2,549
NVIDIA CORPORATION(NVDA)050,549+50,54907,9863.40%+7,986
ISHARES TR043,238+43,23802,3511.00%+2,351
CME GROUP INC(CME)08,273+8,27302,2800.97%+2,280
ADVANCED MICRO DEVICES INC(AMD)015,618+15,61802,2160.94%+2,216
MICROSOFT CORP(MSFT)17,91617,568-3486,7258,7393.72%+2,013
INVESCO QQQ TR20,51120,898+3879,61811,5284.90%+1,910
JPMORGAN CHASE & CO.(JPM)37,21038,003+7939,12811,0184.68%+1,890
BROADCOM INC(AVGO)2,9588,205+5,2474952,2620.96%+1,767
CROWDSTRIKE HLDGS INC(CRWD)3,3275,621+2,2941,1732,8631.22%+1,690
GE VERNOVA INC(GEV)02,683+2,68301,4200.60%+1,420
VANGUARD INDEX FDS2,9457,459+4,5147202,1210.90%+1,401
RUBRIK INC.(RBRK)014,400+14,40001,2900.55%+1,290
SIMPLIFY EXCHANGE TRADED FUN
VOLATILITY PREM
57,214126,496+69,2821,0402,3260.99%+1,286
CONSTELLATION ENERGY CORP(CEG)10,18610,250+642,0543,3081.41%+1,254
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
38,80762,686+23,8791,3292,5481.08%+1,219
VANECK ETF TRUST
URANI NUCLE ETF
010,840+10,84001,2050.51%+1,205
CHEWY INC(CHWY)027,489+27,48901,1720.50%+1,172
DNP SELECT INCOME FD INC(DNP)245,537359,822+114,2852,4283,5231.50%+1,094
STOCK YDS BANCORP INC(SYBT)013,015+13,01501,0280.44%+1,028
WALMART INC(WMT)43,36148,565+5,2043,8074,7492.02%+942
TESLA INC(TSLA)3,2455,597+2,3528411,7780.76%+937
GLOBAL X FDS
GLBL X MLP ETF
13,68633,163+19,4777291,6650.71%+936
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
32,39433,015+6213,6654,5901.95%+925
FIRST TR EXCHANGE-TRADED FD
INTER GRADE ETF
266,108306,564+40,4565,5226,4322.73%+910
PGIM ETF TR
PGIM ULTRA SH BD
10,76727,522+16,7555351,3690.58%+834
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
40,13648,910+8,7742,6633,4851.48%+823
NEOS ETF TRUST
NASDAQ 100 HIGH
014,821+14,82107710.33%+771
ALTRIA GROUP INC(MO)011,770+11,77006900.29%+690
NEOS ETF TRUST
NEOS ENH INC 1-3
15,32529,088+13,7637611,4470.62%+686
GLOBAL X FDS
ARTIFICIAL ETF
013,732+13,73206000.26%+600
J P MORGAN EXCHANGE TRADED F
BETABUILDRS US
04,880+4,88005460.23%+546
GOLDMAN SACHS GROUP INC(GS)3,8663,692-1742,1122,6131.11%+501
GLOBAL X FDS
GLOBAL X URANIUM
09,300+9,30003610.15%+361
AT&T INC(T)23,24933,982+10,7336579830.42%+326
FRANKLIN TEMPLETON ETF TR
INTL COR DIV TIL
107,968107,419-5493,5193,8281.63%+310
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
47,84250,846+3,0041,7052,0080.85%+303
NEOS ETF TRUST
NEOS S&P 500 HI
37,36441,151+3,7871,7892,0710.88%+281
ISHARES TR9,2999,002-2971,4241,6980.72%+274
ARISTA NETWORKS INC(ANET)02,628+2,62802690.11%+269
SERVICENOW INC(NOW)0246+24602530.11%+253
ISHARES TR02,502+2,50202480.11%+248
BLACKROCK HEALTH SCIENCES TR(BME)06,798+6,79802480.11%+248
ISHARES TR04,243+4,24302400.10%+240
VANGUARD INTL EQUITY INDEX F03,149+3,14902120.09%+212
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
3,7115,594+1,8832344230.18%+189
COSTCO WHSL CORP NEW(COST)1,9412,043+1021,8362,0230.86%+187
FIRST TR EXCHANGE-TRADED FD028,264+28,26401,0560.45%+1,056
RIGETTI COMPUTING INC(RGTI)014,280+14,28001690.07%+169
VANGUARD WORLD FD1,8981,993+955867300.31%+144
AMERICAN CENTY ETF TR6,4556,410-455877000.30%+114
CALAMOS ETF TR
NASD 100 ST SEPT
107,961107,361-6002,7182,8291.20%+111
ISHARES TR5,1475,152+56057140.30%+110
SCHWAB STRATEGIC TR20,16120,905+7445056110.26%+106
GLOBAL X FDS
DEFENSE TECH ETF
16,75014,626-2,1247808810.37%+102
CAPITAL GROUP CORE EQUITY ET
SHS CREAT UNIT
7,7059,484+1,7792573500.15%+93
SCHWAB STRATEGIC TR74,48770,773-3,7141,4731,5640.67%+91
ISHARES TR
MSCI USA MMENTM
1,9311,959+283904710.20%+80
META PLATFORMS INC(META)391400+92252950.13%+70
INNOVATOR ETFS TRUST
EQUI DEFI 1 DECE
68,50168,326-1751,6221,6770.71%+55
GLOBAL X FDS
RBTCS ARTFL INTE
10,65010,65003033480.15%+45
VANGUARD INDEX FDS601622+213093530.15%+44
GLOBAL X FDS
CYBRSCURTY ETF
8,5508,55002773170.13%+41
PACER FDS TR
US CASH COWS 100
188,035187,458-57710,29710,3294.39%+32
INTERNATIONAL BUSINESS MACHS(IBM)6,1595,285-8741,5321,5580.66%+26
BLACKBERRY LTD(BB)24,95725,957+1,000941190.05%+25
FIRST TR EXCHNG TRADED FD VI
VEST US EQUITY M
33,22032,026-1,1941,0451,0660.45%+21
AMAZON COM INC(AMZN)010,996+10,99602,4121.03%+2,412
FORD MTR CO(F)13,77713,676-1011381480.06%+10
WILLIAMS COS INC(WMB)3,7393,700-392232320.10%+9
PIMCO GLOBAL STOCKSPLS INCM11,20011,415+21591950.04%+4
CAPITAL GRP FIXED INCM ETF T
US MULTI-SECTOR
34,26133,775-4869359330.40%-2
FIRST TR EXCHANGE TRADED FD
NASD TECH DIV
4,2533,437-8163133100.13%-3
FIRST TR EXCH TRADED FD III10,90910,344-5651921840.08%-8
COCA COLA CO(KO)4,0813,989-922922820.12%-10
ISHARES TR13,22412,800-4241,0431,0320.44%-11
SCHWAB STRATEGIC TR11,19311,303+1103133000.13%-13
PROGRESSIVE CORP(PGR)89689602542390.10%-14
VANGUARD WORLD FD
HEALTH CAR ETF
1,1341,137+33002820.12%-18
FIRST TR EXCH TRADED FD III
EQUITY MARKET NE
238,924232,426-6,4984,7714,7522.02%-19
FIRST TR EXCHANGE-TRADED FD
SHS
9,9749,441-5334454220.18%-23
ISHARES TR
0-5YR HI YL CP
93,93491,421-2,5133,9943,9441.68%-50
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
130,326122,024-8,3024,3664,3051.83%-61
AMGEN INC(AMGN)2,9672,991+249248350.36%-89
VANECK ETF TRUST
HIGH YLD MUNIETF
17,35015,649-1,7018887860.33%-102
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
18,53414,783-3,7511,0859280.39%-157
GE AEROSPACE(GE)10,2487,273-2,9752,0511,8720.80%-179
ALPHABET INC(GOOG)1,3570-1,3572100-210
YUM BRANDS INC(YUM)1,3680-1,3682150-215
VERTIV HOLDINGS CO(VRT)000000
VIRTU FINL INC(VIRT)23,00014,256-8,7448776390.27%-238
GLOBAL X FDS
GLB X MLP ENRG I
12,6568,106-4,5508085080.22%-300
PIMCO STRATEGIC INCOME FD139,06781,828-57,2398695700.24%-300
CHEVRON CORP NEW(CVX)4,5813,246-1,3357664650.20%-302
RTX CORPORATION(RTX)3,3270-3,3274410-441
FIRST TR EXCHANGE-TRADED FD
FT VEST S&P 500
8,7800-8,7804440-444
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