Fund HoldingsSecond Line Capital, LLC

Total Portfolio Value
$308.32M
Total Bought
$81.81M
Total Sold
$21.73M
Net Transaction
+$60.07M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ETF SER SOLUTIONS
APTUS INT ENH YL
85,581959,067+873,4861,71119,9586.47%+18,247
ETF SER SOLUTIONS
APTUS ENHANCED
0652,203+652,203015,2494.95%+15,249
ETF SER SOLUTIONS
APTUS LARGE CAP
60,442266,652+206,2101,6157,8002.53%+6,185
ETF SER SOLUTIONS
APTUS COLLRD INV
961,3261,009,708+48,38231,87836,38211.80%+4,504
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
38,17556,000+17,8256,0249,4853.08%+3,461
ETF SER SOLUTIONS
OPUS SML CP VL
368,013438,894+70,88112,35515,7835.12%+3,428
ETF SER SOLUTIONS
APTUS DEFINED
962,0391,035,359+73,32024,24327,6038.95%+3,359
ALBEMARLE CORP(ALB)023,468+23,46803,1011.01%+3,101
INFORMATICA INC050,137+50,13701,7550.57%+1,755
CROCS INC(CROX)29,37029,545+1752,7434,2491.38%+1,505
ETF SER SOLUTIONS
APTUS DRAWDOWN
355,097356,443+1,34613,65114,9674.85%+1,316
META PLATFORMS INC(META)8,7429,021+2793,0944,3801.42%+1,286
EXXON MOBIL CORP23,62430,337+6,7132,3623,5261.14%+1,164
NVIDIA CORPORATION(NVDA)1,8062,014+2088941,8200.59%+926
ORGANON & CO(OGN)190,565191,885+1,3202,7483,6071.17%+859
JPMORGAN CHASE & CO(JPM)18,23819,653+1,4153,1023,9371.28%+834
DIAMONDBACK ENERGY INC(FANG)11,48213,179+1,6971,7812,6120.85%+831
BERKSHIRE HATHAWAY INC DEL01,968+1,96808280.27%+828
WALMART INC(WMT)11,06541,940+30,8751,7512,5320.82%+782
MICROSOFT CORP(MSFT)10,51611,054+5383,9554,6511.51%+696
MASTEC INC(MTZ)29,80130,026+2252,2572,8000.91%+543
APPLE INC(AAPL)17,64422,888+5,2443,3973,9251.27%+528
VANGUARD INDEX FDS3,4674,216+7491,5142,0260.66%+512
COPART INC(CPRT)44,00945,514+1,5052,1562,6360.86%+480
PROGRESSIVE CORP(PGR)13,09312,222-8712,0852,5280.82%+442
VANGUARD INDEX FDS01,111+1,11103820.12%+382
CHEMED CORP NEW(CHE)3,4063,648+2421,9922,3420.76%+350
ALPHABET INC(GOOG)17,39918,310+9112,4302,7640.90%+333
DEVON ENERGY CORP NEW(DVN)42,75245,142+2,3901,9372,2650.73%+329
ILLINOIS TOOL WKS INC(ITW)01,153+1,15303110.10%+311
CAESARS ENTERTAINMENT INC NE(CZR)64,28475,881+11,5973,0143,3191.08%+305
VERIZON COMMUNICATIONS INC(VZ)06,795+6,79502850.09%+285
CONOCOPHILLIPS(COP)02,158+2,15802750.09%+275
BNY MELLON ETF TRUST
CORE BOND ETF
71,19678,867+7,6713,0313,3021.07%+271
PHILLIPS 66(PSX)01,642+1,64202680.09%+268
INTERNATIONAL BUSINESS MACHS(IBM)01,333+1,33302550.08%+255
VISA INC(V)8,0308,380+3502,0912,3390.76%+248
CROWDSTRIKE HLDGS INC(CRWD)0763+76302450.08%+245
CHEVRON CORP NEW(CVX)19,37619,847+4712,8903,1311.02%+241
MERCK & CO INC(MRK)2,5203,862+1,3422775120.17%+236
HOME DEPOT INC(HD)3,3803,667+2871,1711,4070.46%+235
PEPSICO INC(PEP)01,327+1,32702340.08%+234
INTUITIVE SURGICAL INC0585+58502330.08%+233
VANGUARD WHITEHALL FDS01,886+1,88602280.07%+228
INTEL CORP(INTC)05,034+5,03402220.07%+222
COLGATE PALMOLIVE CO(CL)02,452+2,45202210.07%+221
AMAZON COM INC(AMZN)7,5437,538-51,1461,3600.44%+214
ALLIANCEBERNSTEIN HLDG L P(AB)06,020+6,02002090.07%+209
INTERNATIONAL PAPER CO(IP)05,206+5,20602030.07%+203
DISNEY WALT CO(DIS)01,639+1,63902010.07%+201
ROPER TECHNOLOGIES INC(ROP)3,7583,975+2172,0492,2290.72%+181
BROADCOM INC(AVGO)2,3752,104-2712,6512,7980.91%+147
LOWES COS INC(LOW)3,2303,356+1267198550.28%+136
LMP CAP & INCOME FD INC
COM
74,40074,40001,0421,1720.38%+130
MGM RESORTS INTERNATIONAL(MGM)43,05643,456+4001,9242,0520.67%+128
SOUTHERN CO(SO)6,9198,276+1,3574855940.19%+109
NUVEEN PFD & INCOME OPPORTUN(JPC)012,551+12,5510910.03%+91
COCA COLA CO(KO)5,3676,589+1,2223164060.13%+90
HANCOCK JOHN PREM DIVID FD37,35441,561+4,2073984840.16%+86
AUTOZONE INC(AZO)15115103904760.15%+85
ANTERO RESOURCES CORP(AR)13,48013,48003063910.13%+85
FS KKR CAP CORP(FSK)18,44222,623+4,1813684470.15%+79
SCHWAB CHARLES CORP(SCHW)22,00521,983-221,5141,5900.52%+76
LINDE PLC(LIN)487588+1012002730.09%+73
PROCTER AND GAMBLE CO(PG)1,9442,194+2502853560.12%+71
ENERGY TRANSFER L P(ET)19,59621,637+2,0412703400.11%+70
BROADRIDGE FINL SOLUTIONS IN(BR)10,89411,280+3862,2502,3200.75%+69
BP PLC(BP)6,3757,757+1,3822262920.09%+67
UNITEDHEALTH GROUP INC(UNH)4,0234,396+3732,1182,1750.71%+56
ARES CAPITAL CORP(ARCC)54,82155,427+6061,0981,1540.37%+56
ADVANCED MICRO DEVICES INC(AMD)1,6791,646-332482970.10%+50
JOHNSON & JOHNSON(JNJ)2,8743,138+2644504960.16%+46
INVESCO QQQ TR927951+243804220.14%+43
AMERICAN TOWER CORP NEW(AMT)9,64610,820+1,1742,0992,1380.69%+39
GLOBALSTAR INC(GSAT)022,817+22,8170340.01%+34
POOL CORP(POOL)929988+593703990.13%+28
VANGUARD WORLD FD
INF TECH ETF
571580+92763040.10%+28
ANTERO MIDSTREAM CORP(AM)15,38015,38001932160.07%+24
NUVEEN QUALITY MUNCP INCOME(NAD)011,648+11,64801340.04%+134
BROOKFIELD REAL ASSETS INCOM15,59816,800+1,2022002170.07%+17
POLARIS INC(PII)3,1503,15002993150.10%+17
ACCENTURE PLC IRELAND
SHS CLASS A
633683+502222370.08%+15
ISHARES TR
CORE MSCI INTL
3,8613,86102462590.08%+13
AT&T INC(T)23,26922,771-4983904010.13%+10
AMARIN CORP PLC011,748+11,7480100.00%+10
ABRDN GLOBAL DYNAMIC DIVIDEN
COM
18,02816,905-1,1231681640.05%-4
SPDR SER TR
ST STR P400MID
24,59122,333-2,2581,1981,1910.39%-7
PUBLIC STORAGE(PSA)1,1191,11903413250.11%-17
ROCKWELL AUTOMATION INC(ROK)91691602842670.09%-18
SPDR SER TR
ST STR SP600 SML
13,54412,812-7325715510.18%-20
SPDR SER TR
ST STR R1K LOWV
3,7533,366-3875445240.17%-20
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,6981,471-2273273060.10%-20
SPDR SER TR
ST STR SP AERO
2,2131,924-2893002700.09%-29
INVESCO EXCH TRADED FD TR II3,8423,173-6692412090.07%-32
SPDR GOLD TR(GLD)3,0302,645-3855795440.18%-35
SPDR SER TR
ST INTER ETF
8,8047,645-1,1592512150.07%-36
SPDR SER TR
ST STR AGGRE ETF
11,72010,142-1,5783012560.08%-44
SKECHERS U S A INC43,08143,08102,6862,6390.86%-47
SPDR SER TR
ST STR BLO 1 ETF
5,1164,466-6504684100.13%-58
SPDR SER TR
ST STR SP600GRWO
6,4035,448-9555354750.15%-60
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