Fund HoldingsAuthentikos Wealth Advisory, LLC

Total Portfolio Value
$103.84M
Total Bought
$83.54M
Total Sold
$83.06M
Net Transaction
+$471.2K
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
INNOVATOR ETFS TRUST
UNCAPPED ACCLRTD
0174,705+174,70506,9096.65%+6,909
SPDR SER TR
ST STR P500ETF
091,657+91,65706,1885.96%+6,188
COLLABORATIVE INVESTMNT SER
MINDFUL CNSRVTV
0259,816+259,81605,6745.46%+5,674
SSGA ACTIVE TR
STATE STREET US
0108,854+108,85405,6425.43%+5,642
VANGUARD WORLD FD014,441+14,44104,6494.48%+4,649
PACER FDS TR
TRENDP US LAR CP
083,895+83,89504,4094.25%+4,409
FIRST TR EXCH TRADED FD III
LNG/SHT EQUITY
040,771+40,77102,5882.49%+2,588
FIRST TR EXCHANGE-TRADED FD
MNGD FUTRS STRGY
053,321+53,32102,5332.44%+2,533
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQT
091,183+91,18302,3962.31%+2,396
INNOVATOR ETFS TRUST
US EQUITY ACCELE
066,633+66,63302,3372.25%+2,337
TIDAL TR II
YIELD UNIVE ETFS
0129,799+129,79902,3142.23%+2,314
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQT
076,377+76,37702,1792.10%+2,179
AIM ETF PRODUCTS TRUST
ALLIA US AUG ETF
069,764+69,76402,0121.94%+2,012
PIMCO ETF TR
ULTR SH GO AC FD
019,177+19,17701,9411.87%+1,941
FIRST TR EXCHNG TRADED FD VI
SMIT UNCO BD ETF
060,787+60,78701,5281.47%+1,528
TIDAL TR II
NICHOLAS FIXED
077,528+77,52801,5161.46%+1,516
ISHARES TR02,582+2,58201,4891.43%+1,489
SIMPLIFY EXCHANGE TRADED FUN
SHORT TERM TREA
060,201+60,20101,3841.33%+1,384
FIRST TR EXCHNG TRADED FD VI
VEST BUFFERED
052,134+52,13401,2571.21%+1,257
INNOVATOR ETFS TRUST
QUITY MANAGD FLR
037,510+37,51001,1931.15%+1,193
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQT
032,904+32,90401,1361.09%+1,136
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
031,158+31,15801,1041.06%+1,104
VANGUARD INDEX FDS02,014+2,01401,0631.02%+1,063
ALPHABET INC(GOOG)06,092+6,09201,0190.98%+1,019
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
015,529+15,52909170.88%+917
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
017,878+17,87809070.87%+907
ISHARES TR07,889+7,88908730.84%+873
SPDR SER TR
ST STR BLO 1 ETF
08,737+8,73708020.77%+802
ELEVATION SERIES TRUST031,885+31,88507980.77%+798
INNOVATOR ETFS TRUST
POWER BUFFER SET
023,540+23,54007420.71%+742
ISHARES TR06,324+6,32406210.60%+621
FIRST TR EXCHANGE TRADED FD
EQUITY MARKET NE
031,064+31,06406150.59%+615
FIRST TR EXCHANGE-TRADED FD
MULTI ASSET DI
036,925+36,92506140.59%+614
PIMCO ETF TR
15+ YR US TIPS
010,478+10,47806050.58%+605
FIRST TR EXCHANGE-TRADED FD
BUYWRIT INCM ETF
026,133+26,13306020.58%+602
SPDR INDEX SHS FDS
ST STR SP GLBDIV
08,074+8,07405380.52%+538
FIRST TR EXCHANGE TRADED FD
DJ GLBL DIVID
021,723+21,72305290.51%+529
ELEVATION SERIES TRUST020,445+20,44505180.50%+518
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQ
017,008+17,00805000.48%+500
SIMPLIFY EXCHANGE TRADED FUN
INTMD TERM TRSRY
026,789+26,78903850.37%+385
PIMCO ETF TR
25YR+ ZERO U S
04,624+4,62403810.37%+381
SIMPLIFY EXCHANGE TRADED FUN
TREASURY OPT INC
013,351+13,35103280.32%+328
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
04,923+4,92303030.29%+303
ISHARES GOLD TR(IAU)17,51421,372+3,8587691,0621.02%+293
ISHARES TR
MSCI USA QLT FCT
01,568+1,56802810.27%+281
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQT
08,520+8,52002710.26%+271
PIMCO ETF TR
COMMODITY STRAT
010,072+10,07202690.26%+269
SERIES PORTFOLIOS TR
ELDRIDGE BBB B
09,948+9,94802670.26%+267
SIMPLIFY EXCHANGE TRADED FUN
US EQT PLS DWNSD
07,800+7,80002610.25%+261
LISTED FD TR08,102+8,10202610.25%+261
LISTED FD TR06,389+6,38902610.25%+261
LISTED FD TR06,095+6,09502580.25%+258
LISTED FD TR07,259+7,25902510.24%+251
LISTED FD TR07,190+7,19002490.24%+249
ISHARES TR02,098+2,09802010.19%+201
BLACKROCK ETF TRUST
ISHARES US EQUIT
03,962+3,96201960.19%+196
PIMCO ETF TR
ENHAN SHRT MA AC
01,833+1,83301850.18%+185
CISCO SYS INC(CSCO)03,419+3,41901820.18%+182
PIMCO ETF TR
MULTISECTOR BD
05,945+5,94501580.15%+158
ALIGN TECHNOLOGY INC0530+53001350.13%+135
ISHARES TR01,181+1,18101270.12%+127
SPDR SER TR
ST PORT HIGH ETF
05,274+5,27401270.12%+127
ISHARES TR0523+52301150.11%+115
SSGA ACTIVE ETF TR
ST STR UL BD ETF
02,552+2,55201040.10%+104
TIDAL TR II
DEF 500 INC ETF
05,046+5,04601010.10%+101
TIDAL ETF TR05,324+5,32401010.10%+101
WISDOMTREE TR(WT)02,001+2,0010940.09%+94
SCHWAB STRATEGIC TR02,155+2,1550890.09%+89
ISHARES INC
MSCI EMRG CHN
01,363+1,3630830.08%+83
EA SERIES TRUST
STRIVE ENHANCED
04,048+4,0480820.08%+82
EA SERIES TRUST
STRI TOTA BD ETF
03,951+3,9510820.08%+82
PROSHARES TR
SHRT HGH YIELD
12,59517,923+5,3282132900.28%+77
TIDAL TR II
DEFIANCE NASDAQ
03,755+3,7550730.07%+73
GLOBAL X FDS25,24227,099+1,8574355060.49%+71
ISHARES TR0514+5140680.07%+68
ISHARES TR0342+3420670.06%+67
TIDAL TR II
DEFIA R2000 ETF
01,771+1,7710660.06%+66
VANGUARD WHITEHALL FDS3,3103,573+2633934580.44%+65
HP INC(HPQ)01,793+1,7930640.06%+64
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
01,518+1,5180640.06%+64
JOHNSON & JOHNSON(JNJ)0389+3890630.06%+63
PIMCO ETF TR
0-5 HIGH YIELD
0651+6510620.06%+62
SPDR SER TR
ST TERM HIGH ETF
02,256+2,2560580.06%+58
EATON CORP PLC(ETN)0172+1720570.05%+57
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
8,7728,77209069610.93%+55
ISHARES TR0286+2860540.05%+54
CATERPILLAR INC(CAT)0135+1350530.05%+53
ISHARES TR0649+6490530.05%+53
INNOVATOR ETFS TRUST
PREM INC 20 BARR
02,096+2,0960520.05%+52
INNOVATOR ETFS TRUST
PREM INCM 20 BAR
02,105+2,1050520.05%+52
ISHARES TR0901+9010520.05%+52
INNOVATOR ETFS TRUST
INNOV PRM INC 20
02,084+2,0840520.05%+52
INNOVATOR ETFS TRUST
PREM INC 20 BARR
02,158+2,1580510.05%+51
ISHARES TR0327+3270500.05%+50
AMAZON COM INC(AMZN)0263+2630490.05%+49
ISHARES TR0177+1770490.05%+49
CHEVRON CORP NEW(CVX)0329+3290480.05%+48
BROADCOM INC(AVGO)0270+2700470.04%+47
TIDAL TR II
DEF 500 WEE ETF
0918+9180410.04%+41
TIDAL TR II
YIELDMAX SHORT
02,168+2,1680400.04%+40
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