Fund HoldingsSYKON CAPITAL LLC

Total Portfolio Value
$250.59M
Total Bought
$127.12M
Total Sold
$118.87M
Net Transaction
+$8.25M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
VICTORY PORTFOLIOS II
VICTORYSHS US
0263,772+263,772011,0974.43%+11,097
SPDR SER TR
ST LON TREAS ETF
0372,634+372,634010,8144.32%+10,814
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
0175,642+175,642010,8074.31%+10,807
INVESCO EXCH TRADED FD TR II0130,938+130,938010,7894.31%+10,789
SELECT SECTOR SPDR TR
ST STR CARE ETF
063,941+63,94108,7203.48%+8,720
SELECT SECTOR SPDR TR
ST STR FINL ETF
0168,413+168,41306,3322.53%+6,332
ISHARES TR080,615+80,61506,0742.42%+6,074
PACER FDS TR
SWAN SOS MODRTE
0218,401+218,40105,5082.20%+5,508
INVESCO EXCH TRADED FD TR II084,952+84,95205,3232.12%+5,323
SPDR SER TR
ST INTL BBG ETF
0159,027+159,02703,6861.47%+3,686
VANECK ETF TRUST
INTERNATIONAL HI
0174,751+174,75103,6521.46%+3,652
ISHARES TR046,690+46,69003,6131.44%+3,613
SPDR SER TR
ST TERM HIGH ETF
0142,958+142,95803,5941.43%+3,594
ISHARES TR030,336+30,33603,5531.42%+3,553
SPDR SER TR
ST STR FTSE ETF
071,993+71,99303,0191.20%+3,019
VANECK ETF TRUST
LONG MUNI ETF
0135,454+135,45402,4720.99%+2,472
VANECK ETF TRUST
INTRMDT MUNI ETF
052,191+52,19102,4550.98%+2,455
VANECK ETF TRUST
HIGH YLD MUNIETF
047,512+47,51202,4530.98%+2,453
ISHARES TR022,506+22,50602,4400.97%+2,440
SPDR SER TR
ST NUVE TERM ETF
050,612+50,61202,4190.97%+2,419
GLOBAL X FDS
GLBL X MLP ETF
5,94246,423+40,4812652,0570.82%+1,792
SELECT SECTOR SPDR TR
ST STR REAL ETF
036,666+36,66601,4690.59%+1,469
SELECT SECTOR SPDR TR
ST STR MATER ETF
016,709+16,70901,4290.57%+1,429
SELECT SECTOR SPDR TR
ST STR TECHN ETF
83,15078,002-5,14813,63115,0145.99%+1,383
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
026,329+26,32901,2210.49%+1,221
ISHARES TR011,280+11,28001,2120.48%+1,212
ISHARES TR038,538+38,53801,2020.48%+1,202
INVESCO EXCH TRADED FD TR II066,755+66,75501,1990.48%+1,199
ISHARES TR012,057+12,05701,1920.48%+1,192
ISHARES TR09,576+9,57601,0370.41%+1,037
ISHARES TR3,19312,626+9,4332921,2170.49%+925
CROWDSTRIKE HLDGS INC(CRWD)1,8174,811+2,9943041,2280.49%+924
INVESCO QQQ TR28,32627,016-1,31010,14811,0644.41%+915
NVIDIA CORPORATION(NVDA)2,6844,083+1,3991,1682,0220.81%+854
WISDOMTREE TR(WT)122,973161,594+38,6212,7253,5421.41%+817
VANECK ETF TRUST
CEF MUNI INCOME
038,414+38,41408140.32%+814
SELECT SECTOR SPDR TR
ST STR DISCR ETF
35,92035,039-8815,7826,2652.50%+483
AMAZON COM INC(AMZN)18,25117,426-8252,3202,6481.06%+328
INVESCO EXCH TRADED FD TR II011,178+11,17803150.13%+315
FIRST TR MORNINGSTAR DIVID L08,717+8,71703130.12%+313
INVESCO EXCH TRADED FD TR II07,009+7,00902970.12%+297
SPDR SER TR
ST STR AGGRE ETF
010,506+10,50602690.11%+269
META PLATFORMS INC(META)5,3165,250-661,5961,8580.74%+262
SELECT SECTOR SPDR TR
ST STR SVC ETF
66,03563,185-2,8504,3304,5911.83%+261
UBER TECHNOLOGIES INC(UBER)46,31938,543-7,7762,1302,3730.95%+243
SELECT SECTOR SPDR TR
ST STR INDL ETF
40,98038,448-2,5324,1554,3831.75%+228
LEGG MASON ETF INVT
FRANKLIN US LOW
7,28312,850+5,5672474670.19%+220
GOLDMAN SACHS ETF TR02,083+2,08302080.08%+208
GLOBAL X FDS
SUPERDVDND REIT
09,186+9,18602030.08%+203
COSTCO WHSL CORP NEW(COST)0304+30402010.08%+201
COLUMBIA ETF TR II
EM CORE EX ETF
45,42547,157+1,7321,2461,4270.57%+182
APPLE INC(AAPL)6,6436,580-631,1371,2670.51%+129
ALPHABET INC(GOOG)12,92812,662-2661,6921,7690.71%+77
MICROSOFT CORP(MSFT)78678602482960.12%+47
JPMORGAN CHASE & CO(JPM)2,1192,071-483073520.14%+45
VANGUARD WORLD FDS
INF TECH ETF
52552502182540.10%+36
WISDOMTREE TR(WT)7,7947,518-2764955280.21%+34
NUVEEN NEW JERSEY QULT MUN F
COM
25,00025,00002652950.12%+30
MCDONALDS CORP(MCD)88788702342630.10%+29
CONSOLIDATED EDISON INC(ED)3,3203,32002843020.12%+18
AKEBIA THERAPEUTICS INC15,00015,000017190.01%+2
NUVEEN DYNAMIC MUN OPPORTUNI11,25011,25001101110.04%+1
CLOVER HEALTH INVESTMENTS CO(CLOV)50,00050,000054480.02%-6
ISHARES TR
CORE HIGH DV ETF
3,3813,021-3603343080.12%-26
CHEVRON CORP NEW(CVX)1,7181,71802902560.10%-33
VANECK ETF TRUST
BDC INCOME ETF
16,58914,020-2,5692662250.09%-41
KLX ENERGY SERVICS HOLDNGS I43,50042,000-1,5005154730.19%-43
PFIZER INC(PFE)12,01412,01403993460.14%-53
VIRTUS ARTIFICIAL INTELLIGEN(AIO)70,65055,650-15,0001,1669680.39%-198
FIRST TR VALUE LINE DIVID IN
SHS
13,3587,220-6,1384992930.12%-207
GENERAL MLS INC(GIS)3,2650-3,2652090-209
VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
55,01546,408-8,6073,9403,7201.48%-221
WISDOMTREE TR(WT)6,6250-6,6252480-248
SPDR SER TR
SST SPDR BLOOMBE
146,458122,793-23,6653,9733,6751.47%-298
SPDR SER TR
ST STR CONV ETF
58,76851,065-7,7033,9843,6841.47%-300
ISHARES TR39,08133,119-5,9623,9873,6651.46%-322
ISHARES TR48,26240,966-7,2963,9833,6481.46%-334
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
52,76144,948-7,8134,0093,6531.46%-355
ISHARES TR
CMBS ETF
81,26170,501-10,7603,6603,2991.32%-361
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
54,12446,399-7,7254,0673,5901.43%-478
VALERO ENERGY CORP(VLO)4,4480-4,4486300-630
VANGUARD WORLD FD31,8760-31,8762,2320-2,232
ISHARES TR13,2140-13,2142,3350-2,335
ISHARES TR121,5580-121,5582,3560-2,356
INVESCO EXCH TRADED FD TR II
SR LN ETF
193,17957,368-135,8114,0551,2150.48%-2,840
SELECT SECTOR SPDR TR
ST STR ENERG ETF
34,7740-34,7743,1430-3,143
PROSHARES TR321,4800-321,4803,5010-3,501
PACER FDS TR
SWAN SOS MODRTE
220,8310-220,8315,1270-5,127
SPDR DOW JONES INDL AVERAGE(DIA)30,5780-30,57810,2420-10,242
ISHARES TR
MSCI USA MIN ETF
239,2100-239,21017,3140-17,314
WISDOMTREE TR(WT)792,054373,459-418,59539,85618,7637.49%-21,094
SPDR SER TR
ST STR BLO 1 ETF
563,865128,561-435,30451,77411,7494.69%-40,025
Page 1 of 1