Fund HoldingsSYKON CAPITAL LLC

Total Portfolio Value
$233.50M
Total Bought
$140.85M
Total Sold
$52.34M
Net Transaction
+$88.51M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
SPDR SER TR
ST STR BLO 1 ETF
58,583563,865+505,2825,37951,77422.17%+46,395
ISHARES TR
MSCI USA MIN ETF
139,177239,210+100,03310,34517,3147.42%+6,969
SELECT SECTOR SPDR TR
ST STR TECHN ETF
45,08183,150+38,0697,83813,6315.84%+5,793
SELECT SECTOR SPDR TR
ST STR DISCR ETF
035,920+35,92005,7822.48%+5,782
SPDR DOW JONES INDL AVERAGE(DIA)14,54230,578+16,0365,00010,2424.39%+5,242
PACER FDS TR
SWAN SOS MODRTE
0220,831+220,83105,1272.20%+5,127
INVESCO QQQ TR15,29828,326+13,0285,65110,1484.35%+4,497
SELECT SECTOR SPDR TR
ST STR INDL ETF
040,980+40,98004,1551.78%+4,155
INVESCO EXCH TRADED FD TR II
SR LN ETF
0193,179+193,17904,0551.74%+4,055
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
052,761+52,76104,0091.72%+4,009
ISHARES TR039,081+39,08103,9871.71%+3,987
SPDR SER TR
ST STR CONV ETF
058,768+58,76803,9841.71%+3,984
ISHARES TR048,262+48,26203,9831.71%+3,983
VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
055,015+55,01503,9401.69%+3,940
PROSHARES TR0321,480+321,48003,5011.50%+3,501
SELECT SECTOR SPDR TR
ST STR ENERG ETF
034,774+34,77403,1431.35%+3,143
ISHARES TR
CMBS ETF
19,02581,261+62,2368723,6601.57%+2,788
ISHARES TR0121,558+121,55802,3561.01%+2,356
ISHARES TR013,214+13,21402,3351.00%+2,335
VANGUARD WORLD FD031,876+31,87602,2320.96%+2,232
SELECT SECTOR SPDR TR
ST STR SVC ETF
35,62766,035+30,4082,3194,3301.85%+2,011
WISDOMTREE TR(WT)20,041122,973+102,9328872,7251.17%+1,838
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
34,51554,124+19,6092,6114,0671.74%+1,456
SPDR SER TR
SST SPDR BLOOMBE
93,089146,458+53,3692,6423,9731.70%+1,332
COLUMBIA ETF TR II
EM CORE EX ETF
045,425+45,42501,2460.53%+1,246
ALPHABET INC(GOOG)7,63512,928+5,2939141,6920.72%+778
UBER TECHNOLOGIES INC(UBER)32,76946,319+13,5501,4152,1300.91%+716
WISDOMTREE TR(WT)778,869792,054+13,18539,19339,85617.07%+663
AMAZON COM INC(AMZN)12,88118,251+5,3701,6792,3200.99%+641
VALERO ENERGY CORP(VLO)04,448+4,44806300.27%+630
NVIDIA CORPORATION(NVDA)1,5762,684+1,1086671,1680.50%+501
VIRTUS ARTIFICIAL INTELLIGEN(AIO)40,85070,650+29,8007521,1660.50%+415
META PLATFORMS INC(META)4,1355,316+1,1811,1871,5960.68%+409
ISHARES TR
CORE HIGH DV ETF
03,381+3,38103340.14%+334
JPMORGAN CHASE & CO(JPM)02,119+2,11903070.13%+307
CROWDSTRIKE HLDGS INC(CRWD)01,817+1,81703040.13%+304
ISHARES TR03,193+3,19302920.13%+292
CHEVRON CORP NEW(CVX)01,718+1,71802900.12%+290
VANECK ETF TRUST
BDC INCOME ETF
016,589+16,58902660.11%+266
GLOBAL X FDS
GLBL X MLP ETF
05,942+5,94202650.11%+265
WISDOMTREE TR(WT)06,625+6,62502480.11%+248
MICROSOFT CORP(MSFT)0786+78602480.11%+248
LEGG MASON ETF INVT
FRANKLIN US LOW
07,283+7,28302470.11%+247
APPLE INC(AAPL)4,5946,643+2,0498911,1370.49%+246
MCDONALDS CORP(MCD)0887+88702340.10%+234
WISDOMTREE TR(WT)3,9387,794+3,8562634950.21%+232
VANGUARD WORLD FDS
INF TECH ETF
0525+52502180.09%+218
GENERAL MLS INC(GIS)03,265+3,26502090.09%+209
KLX ENERGY SERVICS HOLDNGS I43,50043,50004235150.22%+92
CLOVER HEALTH INVESTMENTS CO(CLOV)50,00050,000045540.02%+9
AKEBIA THERAPEUTICS INC15,00015,000014170.01%+3
FIRST TR VALUE LINE DIVID IN
SHS
12,41413,358+9444984990.21%+2
CONSOLIDATED EDISON INC(ED)3,3203,32003002840.12%-16
NUVEEN NEW JERSEY QULT MUN F
COM
25,00025,00002872650.11%-22
VIRTUS CONVERTIBLE & INC FD10,0000-10,000310-31
YELLOW CORP50,0000-50,000340-34
PFIZER INC(PFE)12,70512,014-6914663990.17%-68
NUVEEN DYNAMIC MUN OPPORTUNI21,25011,250-10,0002161100.05%-106
DOUBLELINE INCOME SOLUTIONS(DSL)10,0000-10,0001190-119
EATON VANCE TAX-MANAGED GLOB(ETW)16,5000-16,5001360-136
XAI OCTAGON FLOATING RATE &22,0000-22,0001470-147
CALAMOS LNG SHR EQT DYNAMIC10,0000-10,0001550-155
WESTERN ASSET GBL HIGH INC F23,5000-23,5001710-171
NUVEEN PFD & INCOME TERM FD11,0000-11,0001850-185
TESLA INC(TSLA)7810-7812040-204
STARWOOD PPTY TR INC(STWD)10,8300-10,8302100-210
CALAMOS CONV & HIGH INCOME F
COM SHS
21,0000-21,0002360-236
GUGGENHEIM STRATEGIC OPPORTU(GOF)16,8880-16,8882690-269
FIDELITY COVINGTON TRUST8,1190-8,1193390-339
VANGUARD INTL EQUITY INDEX F18,2350-18,2357420-742
PACER FDS TR
TRENDP US LAR CP
36,8290-36,8291,5210-1,521
INVESCO EXCH TRADED FD TR II20,9230-20,9231,5980-1,598
SELECT SECTOR SPDR TR
ST STR STAPL ETF
22,9410-22,9411,7020-1,702
ISHARES INC31,7770-31,7771,7470-1,747
SELECT SECTOR SPDR TR
ST STR INDL ETF
20,6520-20,6522,2160-2,216
ISHARES TR
MSCI EAFE MIN VL
36,6780-36,6782,4760-2,476
VANECK ETF TRUST
INTERNATIONAL HI
133,0530-133,0532,6640-2,664
ISHARES TR54,0180-54,0183,9160-3,916
VANGUARD INDEX FDS16,0690-16,0696,5450-6,545
GOLDMAN SACHS ETF TR67,7570-67,7576,7800-6,780
ISHARES TR15,3220-15,3226,8290-6,829
VANGUARD STAR FDS199,6060-199,60611,1940-11,194
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