Fund HoldingsSYKON CAPITAL LLC

Total Portfolio Value
$274.21M
Total Bought
$172.05M
Total Sold
$167.74M
Net Transaction
+$4.31M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
SPDR SERIES TRUST
ST STR P500ETF
0321,497+321,497023,3708.52%+23,370
VANGUARD STAR FDS0268,071+268,071018,5216.75%+18,521
SELECT SECTOR SPDR TR
ST STR TECHN ETF
055,946+55,946014,1675.17%+14,167
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
065,860+65,860011,9694.37%+11,969
VANGUARD INSTL INDEX FD0146,991+146,991011,1054.05%+11,105
INVESCO QQQ TR015,601+15,60108,6063.14%+8,606
VANGUARD INDEX FDS014,964+14,96408,5003.10%+8,500
SPDR DOW JONES INDL AVERAGE(DIA)018,984+18,98408,3653.05%+8,365
ISHARES TR09,442+9,44205,8632.14%+5,863
SPDR SERIES TRUST
ST STR FTSE ETF
0138,272+138,27205,5142.01%+5,514
SPDR SERIES TRUST
ST INTL BBG ETF
0232,600+232,60005,4641.99%+5,464
SELECT SECTOR SPDR TR
ST STR DISCR ETF
021,330+21,33004,6361.69%+4,636
SPDR SERIES TRUST
SST SPDR BLOOMBE
38,985170,004+131,0191,1505,5402.02%+4,391
VANECK ETF TRUST
INTERNATIONAL HI
55,228247,703+192,4751,1585,4621.99%+4,304
SELECT SECTOR SPDR TR
ST STR INDL ETF
026,009+26,00903,8371.40%+3,837
SPDR SERIES TRUST
ST STR CONV ETF
045,537+45,53703,7641.37%+3,764
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
045,346+45,34603,6051.31%+3,605
ISHARES INC044,623+44,62302,8021.02%+2,802
STRATEGIC TRUST
RUNNING GWTH ETF
077,040+77,04002,6070.95%+2,607
FIDELITY COVINGTON TRUST047,557+47,55702,4330.89%+2,433
SPDR INDEX SHS FDS
ST STR EU 50 ETF
039,563+39,56302,3630.86%+2,363
ISHARES TR
TRS FLT RT BD
044,923+44,92302,2750.83%+2,275
INVESCO EXCH TRADED FD TR II
SR LN ETF
086,134+86,13401,8020.66%+1,802
GLOBAL X FDS
GLOBAL X URANIUM
043,988+43,98801,7070.62%+1,707
ISHARES TR08,814+8,81401,6630.61%+1,663
PROSHARES TR II071,678+71,67801,5960.58%+1,596
ISHARES TR29,15545,013+15,8582,3003,6301.32%+1,330
NVIDIA CORPORATION(NVDA)32,08029,145-2,9353,4774,6051.68%+1,128
BANK AMERICA CORP106,877106,87704,4605,0571.84%+597
FIDELITY COVINGTON TRUST09,704+9,70405260.19%+526
META PLATFORMS INC(META)4,6034,276-3272,6533,1561.15%+503
ISHARES TR74,59373,323-1,2706,0966,5542.39%+458
VALLEY NATL BANCORP(VLY)050,000+50,00004470.16%+447
SPDR SERIES TRUST
ST STR BL 12 ETF
6,34710,588+4,2416311,0530.38%+421
INNOVATOR ETFS TRUST
EQUIT DEFIN JUL
014,752+14,75204160.15%+416
WISDOMTREE TR(WT)04,205+4,20503520.13%+352
CROWDSTRIKE HLDGS INC(CRWD)3,9803,427-5531,4031,7450.64%+342
ROYAL CARIBBEAN GROUP
COM
01,063+1,06303330.12%+333
INNOVATOR ETFS TRUST
EQUI DEF PRO APR
012,800+12,80003270.12%+327
ISHARES TR29,51931,922+2,4033,4873,8021.39%+314
UBER TECHNOLOGIES INC(UBER)24,95722,825-2,1321,8182,1300.78%+311
ISHARES TR41,17244,726+3,5543,4063,7061.35%+300
AMAZON COM INC(AMZN)13,89613,252-6442,6442,9071.06%+264
ISHARES TR
CMBS ETF
72,18376,351+4,1683,4653,7201.36%+255
PROPHASE LABS INC0644,795+644,79502520.09%+252
TESLA INC(TSLA)0742+74202360.09%+236
ISHARES TR30,92233,348+2,4263,4353,6701.34%+234
JPMORGAN CHASE & CO.(JPM)3,8804,049+1699521,1740.43%+222
COSTCO WHSL CORP NEW(COST)0220+22002180.08%+218
INTERNATIONAL BUSINESS MACHS(IBM)0700+70002060.08%+206
MICROSOFT CORP(MSFT)820926+1063084610.17%+153
INNOVATOR ETFS TRUST
DEFINED WLT SHLD
7,22710,129+2,9022273250.12%+98
FIRST TR EXCHANGE-TRADED FD
SHS
13,49415,631+2,1376026990.25%+97
VANGUARD WORLD FD
INF TECH ETF
52552502853480.13%+63
ISHARES U S ETF TR
SHOR MAT MUN ETF
12,49713,497+1,0006286780.25%+51
PERSPECTIVE THERAPEUTICS INC37,93237,9320811300.05%+50
VANGUARD SCOTTSDALE FDS
VNG RUS3000IDX
92092002272510.09%+24
SPDR S&P 500 ETF TR(SPY)39139102192420.09%+23
NUVEEN DYNAMIC MUN OPPORTUNI11,25011,25001151130.04%-2
MCDONALDS CORP(MCD)887937+502772740.10%-3
VIRTUS ARTIFICIAL INTELLIGEN(AIO)41,30033,906-7,3948528420.31%-10
NUVEEN NEW JERSEY QULT MUN F
COM
25,00025,00002942840.10%-10
PFIZER INC(PFE)12,01412,01403042910.11%-13
ISHARES TR2,6622,509-1532632490.09%-14
CHEVRON CORP NEW(CVX)1,6001,688+882682420.09%-26
CONSOLIDATED EDISON INC(ED)3,3203,32003673330.12%-34
CHURCH & DWIGHT CO INC(CHD)2,5002,50002752400.09%-35
INVESCO EXCH TRADED FD TR II10,1047,225-2,8793062390.09%-67
LEGG MASON ETF INVT
FRANKLIN US LOW
11,0918,770-2,3214543500.13%-105
GLOBAL X FDS
SUPERDVDND REIT
10,7300-10,7302270-227
FIRST TR MORNINGSTAR DIVID L6,9220-6,9223010-301
INVESCO EXCH TRADED FD TR II6,3080-6,3083170-317
ISHARES TR
0-5 YR TIPS ETF
3,3000-3,3003410-341
JANUS DETROIT STR TR
HENDRSN SHRT ETF
12,2565,000-7,2566022460.09%-356
OCEANFIRST FINL CORP(OCFC)50,52125,521-25,0008594490.16%-410
INVESCO EXCH TRADED FD TR II121,96596,215-25,7502,2991,8800.69%-419
SPDR SERIES TRUST
ST TERM HIGH ETF
91,66972,770-18,8992,3061,8540.68%-452
WISDOMTREE TR(WT)103,56882,105-21,4632,3151,8250.67%-490
VANGUARD WORLD FD7,0290-7,0295000-500
GLOBAL X FDS
GLBL X MLP ETF
54,23742,502-11,7352,8872,1340.78%-753
SELECT SECTOR SPDR TR
ST STR SVC ETF
55,06539,805-15,2605,3114,3201.58%-991
GLOBAL X FDS
1 3 MO T BI ET
53,65039,692-13,9585,3893,9861.45%-1,403
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
73,52940,427-33,1023,4051,8730.68%-1,532
ISHARES TR35,77019,556-16,2143,4111,8730.68%-1,539
SELECT SECTOR SPDR TR
ST STR FINL ETF
158,896121,202-37,6947,9156,3472.31%-1,567
APPLE INC(AAPL)21,92415,125-6,7994,8703,1031.13%-1,767
SELECT SECTOR SPDR TR
ST STR STAPL ETF
40,1710-40,1713,2810-3,281
ISHARES TR
CORE HIGH DV ETF
74,0260-74,0268,9660-8,966
SPDR SERIES TRUST
ST STR RATE ETF
308,96512,600-296,3659,5223880.14%-9,134
SPDR SER TR
ST LON TREAS ETF
409,1610-409,16111,1540-11,154
GOLDMAN SACHS ETF TR111,7650-111,76511,1970-11,197
WISDOMTREE TR(WT)581,982342,559-239,42329,29117,2346.29%-12,057
VANGUARD BD INDEX FDS176,8650-176,86512,9910-12,991
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
250,9420-250,94216,6470-16,647
SPDR SERIES TRUST
ST STR BLO 1 ETF
212,32825,558-186,77019,4772,3440.85%-17,132
PROSHARES TR
SHOR S&P 500 NEW
500,4940-500,49422,3020-22,302
ISHARES TR
MSCI USA MIN ETF
280,9360-280,93626,3120-26,312
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