Fund HoldingsSecond Line Capital, LLC

Total Portfolio Value
$430.39M
Total Bought
$50.79M
Total Sold
$16.55M
Net Transaction
+$34.24M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
ETF SER SOLUTIONS
APTUS COLLRD INV
01,210,020+1,210,020050,09511.64%+50,095
CELESTICA INC(CLS)023,905+23,90503,7320.87%+3,732
MARVELL TECHNOLOGY INC(MRVL)045,604+45,60403,5300.82%+3,530
ETF SER SOLUTIONS
APTUS INT ENH YL
1,227,5941,285,816+58,22225,61028,6226.65%+3,012
SPDR INDEX SHS FDS
ST STR PO EX ETF
566,088580,049+13,96120,61123,4865.46%+2,875
MICROSOFT CORP(MSFT)017,656+17,65608,7822.04%+8,782
ETF SER SOLUTIONS
APTUS DEFINED
1,227,6631,259,871+32,20833,47836,2098.41%+2,730
NVIDIA CORPORATION(NVDA)39,98943,350+3,3614,3346,8491.59%+2,515
APPLOVIN CORP(APP)027,146+27,14609,5032.21%+9,503
ETF SER SOLUTIONS
APTUS DRAWDOWN
0426,066+426,066020,5364.77%+20,536
ETF SER SOLUTIONS
OPUS SML CP VL
0552,897+552,897019,9654.64%+19,965
SPDR S&P 500 ETF TR(SPY)032,269+32,269019,9964.65%+19,996
ETF SER SOLUTIONS
APTUS LRG CAP UP
063,946+63,94601,5810.37%+1,581
META PLATFORMS INC(META)10,61410,389-2256,1187,6681.78%+1,551
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
68,30472,588+4,28411,83213,1923.07%+1,360
QUANTA SVCS INC010,082+10,08203,8120.89%+3,812
SPDR INDEX SHS FDS
ST PORT MARK ETF
226,218234,021+7,8038,90610,0022.32%+1,096
JPMORGAN CHASE & CO.(JPM)22,30822,591+2835,4726,5491.52%+1,077
MARA HOLDINGS INC(MARA)0237,249+237,24903,7200.86%+3,720
OCULAR THERAPEUTIX INC(OCUL)0385,467+385,46703,5770.83%+3,577
AMAZON COM INC(AMZN)022,929+22,92905,0301.17%+5,030
ETF SER SOLUTIONS
APTU DEFD IN ETF
030,876+30,87607920.18%+792
DECKERS OUTDOOR CORP(DECK)11,33618,981+7,6451,2671,9560.45%+689
ADVANCED MICRO DEVICES INC(AMD)020,348+20,34802,8870.67%+2,887
WALMART INC(WMT)043,740+43,74004,2770.99%+4,277
TESLA INC(TSLA)08,726+8,72602,7720.64%+2,772
ORACLE CORP(ORCL)4,7054,778+736581,0450.24%+387
SERVICENOW INC(NOW)0361+36103710.09%+371
ETF SER SOLUTIONS
APTUS LARGE CAP
0305,481+305,481010,3252.40%+10,325
FUBOTV INC402,327390,612-11,7151,1751,5080.35%+333
UBER TECHNOLOGIES INC(UBER)02,744+2,74402560.06%+256
BROADCOM INC(AVGO)02,547+2,54707020.16%+702
SPDR SERIES TRUST
ST STR SP AERO
01,131+1,13102390.06%+239
VANGUARD INDEX FDS04,178+4,17802,3800.55%+2,380
BOEING CO(BA)01,098+1,09802300.05%+230
STRYKER CORPORATION(SYK)0542+54202150.05%+215
CATERPILLAR INC(CAT)0551+55102140.05%+214
PULTE GROUP INC(PHM)02,008+2,00802120.05%+212
SPDR SERIES TRUST
ST STR P500GRW
02,220+2,22002120.05%+212
MICROSTRATEGY INC(MSTR)0510+51002060.05%+206
AMERICAN TOWER CORP NEW(AMT)16,13016,630+5003,5103,7040.86%+194
VISA INC(V)10,51810,866+3483,6863,8580.90%+172
CROWDSTRIKE HLDGS INC(CRWD)887934+473134760.11%+163
INVESCO QQQ TR01,891+1,89101,0440.24%+1,044
BROADRIDGE FINL SOLUTIONS IN(BR)13,69114,284+5933,3313,4840.81%+153
ALPHABET INC(GOOG)04,380+4,38007720.18%+772
ISHARES TR21,22420,815-4091,7351,8610.43%+126
TRANE TECHNOLOGIES PLC(TT)1,0421,052+103514600.11%+109
BERKSHIRE HATHAWAY INC DEL3,2293,742+5131,7201,8180.42%+98
INTERNATIONAL BUSINESS MACHS(IBM)1,4061,508+1023504450.10%+95
FS CREDIT OPPORTUNITIES CORP(FSCO)011,473+11,4730830.02%+83
GE AEROSPACE(GE)1,3531,371+182713530.08%+81
VANGUARD WORLD FD
INF TECH ETF
0590+59003910.09%+391
VANGUARD INDEX FDS01,095+1,09504800.11%+480
INTUITIVE SURGICAL INC0520+52002830.07%+283
DISNEY WALT CO(DIS)2,6032,608+52573250.08%+68
ALLIANCEBERNSTEIN HLDG L P(AB)8,1559,295+1,1403123790.09%+67
VANGUARD STAR FDS8,6048,614+105345950.14%+61
ISHARES TR35,52334,273-1,2502,0732,1260.49%+53
ALTRIA GROUP INC(MO)6,6437,647+1,0044054560.11%+51
BANK AMERICA CORP10,29710,135-1624304800.11%+50
ROCKWELL AUTOMATION INC(ROK)0913+91303030.07%+303
ISHARES TR
INTL DIV GRWTH
4,3154,537+2223133580.08%+45
SPDR SERIES TRUST
ST STR P400MID
015,731+15,73108550.20%+855
PHILIP MORRIS INTL INC(PM)1,2771,338+612042450.06%+41
LINDE PLC(LIN)609685+762843220.07%+38
AT&T INC(T)36,08936,511+4221,0211,0570.25%+36
VANGUARD INDEX FDS01,129+1,12903440.08%+344
ISHARES TR
CORE MSCI INTL
3,9894,058+692753090.07%+34
WILLIAMS COS INC(WMB)4,5364,838+3022713040.07%+33
CISCO SYS INC(CSCO)4,1904,121-692592860.07%+27
SELECT SECTOR SPDR TR
ST STR TECHN ETF
01,199+1,19903040.07%+304
INTELLIA THERAPEUTICS INC(NTLA)063,027+63,02705910.14%+591
HONEYWELL INTL INC(HON)1,1521,153+12442680.06%+24
SPDR GOLD TR(GLD)1,5191,509-104384600.11%+22
KINDER MORGAN INC DEL(KMI)15,82516,092+2674514730.11%+22
CITIGROUP INC(C)3,5483,201-3472522720.06%+21
BLACKSTONE INC(BX)01,959+1,95902930.07%+293
SPDR SERIES TRUST
ST STR SP600 SML
010,504+10,50404470.10%+447
SPDR SERIES TRUST
ST STR SP600GRWO
02,988+2,98802650.06%+265
ABRDN GLOBAL DYNAMIC DIVIDEN
COM
14,89414,956+621481650.04%+17
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
03,516+3,51602860.07%+286
ANTERO MIDSTREAM CORP(AM)15,38015,38002772910.07%+15
ISHARES TR2,6182,758+1402172290.05%+12
COCA COLA CO(KO)9,3769,651+2756766880.16%+12
RTX CORPORATION(RTX)1,6181,542-762142250.05%+11
VANGUARD WHITEHALL FDS1,8161,834+182342440.06%+10
SOUTHERN CO(SO)10,86110,974+1139991,0080.23%+9
ABBOTT LABS2,5872,588+13433520.08%+9
SPDR SERIES TRUST
ST STR P500VAL
4,0794,129+502082160.05%+8
SELECT SECTOR SPDR TR
ST STR UTIL ETF
02,891+2,89102360.05%+236
NEXTERA ENERGY INC(NEE)3,2563,427+1712312380.06%+7
ISHARES TR2,9442,675-2691,6541,6610.39%+7
ENERGY TRANSFER L P(ET)026,237+26,23704760.11%+476
HANCOCK WHITNEY CORPORATION(HWC)4,3394,076-2632282340.05%+6
SELECT SECTOR SPDR TR
ST STR FINL ETF
6,4246,222-2023203260.08%+6
HOME DEPOT INC(HD)09,232+9,23203,3850.79%+3,385
BROOKFIELD REAL ASSETS INCOM17,02317,085+622242280.05%+4
SCHWAB STRATEGIC TR8,2508,850+6002312350.05%+4
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
4,4784,47802192220.05%+3
Page 1 of 1