Fund HoldingsSecond Line Capital, LLC

Total Portfolio Value
$370.93M
Total Bought
$20.95M
Total Sold
$22.35M
Net Transaction
-$1.41M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
APPLOVIN CORP(APP)33,31326,844-6,4694,3498,6932.34%+4,344
NVIDIA CORPORATION(NVDA)031,792+31,79204,2691.15%+4,269
HOME DEPOT INC(HD)4,6328,876+4,2441,8773,4530.93%+1,576
INTELLIA THERAPEUTICS INC(NTLA)0131,122+131,12201,5290.41%+1,529
ETF SER SOLUTIONS
APTUS COLLRD INV
1,104,4961,127,155+22,65943,89345,35712.23%+1,464
TESLA INC(TSLA)7,9207,888-322,0723,1850.86%+1,113
AMAZON COM INC(AMZN)20,52321,130+6073,8244,6361.25%+812
JPMORGAN CHASE & CO.(JPM)21,59621,642+464,5545,1881.40%+634
OCULAR THERAPEUTIX INC(OCUL)262,810340,098+77,2882,2862,9040.78%+618
ETF SER SOLUTIONS
APTUS DRAWDOWN
390,316398,797+8,48118,03318,6295.02%+597
MARA HOLDINGS INC(MARA)0231,143+231,14303,8761.05%+3,876
VANGUARD SPECIALIZED FUNDS02,802+2,80205490.15%+549
SPDR S&P 500 ETF TR(SPY)32,03532,221+18618,43618,9475.11%+511
VANGUARD STAR FDS08,604+8,60405070.14%+507
DIAMONDBACK ENERGY INC(FANG)017,161+17,16102,8120.76%+2,812
ETF SER SOLUTIONS
APTUS LARGE CAP
303,355311,034+7,6799,61010,0452.71%+435
ARES CAPITAL CORP(ARCC)069,126+69,12601,5130.41%+1,513
VISA INC(V)10,67910,432-2472,9363,2970.89%+361
APPLE INC(AAPL)24,99524,605-3905,8246,1611.66%+338
VANGUARD INDEX FDS01,138+1,13803300.09%+330
ETF SER SOLUTIONS
APTUS ENHANCED
712,677739,929+27,25216,54116,8484.54%+307
FIRST TR EXCHANGE-TRADED FD
RBA INDL ETF
03,976+3,97603060.08%+306
BROADRIDGE FINL SOLUTIONS IN(BR)12,67313,227+5542,7363,0020.81%+266
META PLATFORMS INC(META)10,22210,440+2185,8526,1131.65%+261
COPART INC(CPRT)52,61952,524-952,7573,0140.81%+257
ARISTA NETWORKS INC(ANET)02,136+2,13602360.06%+236
CISCO SYS INC(CSCO)03,984+3,98402360.06%+236
BOOKING HOLDINGS INC(BKNG)046+4602290.06%+229
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
04,509+4,50902280.06%+228
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
04,418+4,41802170.06%+217
SCHWAB STRATEGIC TR07,769+7,76902120.06%+212
FISERV INC(FISV)01,030+1,03002120.06%+212
CITIGROUP INC(C)02,849+2,84902010.05%+201
KINDER MORGAN INC DEL(KMI)11,12715,485+4,3582464240.11%+178
ETF SER SOLUTIONS
APTUS DEFINED
1,143,1451,185,099+41,95432,35132,5078.76%+156
ENERGY TRANSFER L P(ET)23,50925,728+2,2193775040.14%+127
WEC ENERGY GROUP INC(WEC)2,1933,396+1,2032113190.09%+108
FIRST TR EXCHANGE-TRADED FD
MULTI ASSET DI
13,95519,305+5,3502323120.08%+80
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
63,37665,245+1,86911,35411,4333.08%+78
WALMART INC(WMT)46,45042,277-4,1733,7513,8291.03%+78
ETF SER SOLUTIONS
OPUS SML CP VL
490,503498,670+8,16718,36918,4464.97%+76
CHEMED CORP NEW(CHE)4,5975,353+7562,7632,8360.76%+73
ANTERO RESOURCES CORP(AR)010,375+10,37503640.10%+364
CROWDSTRIKE HLDGS INC(CRWD)0950+95003250.09%+325
MICROSOFT CORP(MSFT)15,08015,512+4326,4896,5381.76%+49
BNY MELLON ETF TRUST
CORE BOND ETF
88,70193,550+4,8493,8273,8711.04%+44
QUANTA SVCS INC9,7339,317-4162,9022,9450.79%+43
ALLIANCEBERNSTEIN HLDG L P(AB)7,9078,501+5942763150.09%+39
INVESCO QQQ TR01,865+1,86509540.26%+954
HONEYWELL INTL INC(HON)01,152+1,15202600.07%+260
SOUTHERN CO(SO)10,62511,973+1,3489589860.27%+27
INTUITIVE SURGICAL INC559578+192753020.08%+27
ROCKWELL AUTOMATION INC(ROK)0995+99502840.08%+284
ROPER TECHNOLOGIES INC(ROP)5,0385,442+4042,8032,8290.76%+26
VANGUARD INDEX FDS01,043+1,04304280.12%+428
SELECT SECTOR SPDR TR
ST STR FINL ETF
6,3106,372+622863080.08%+22
ALTRIA GROUP INC(MO)4,9825,254+2722592800.08%+21
WILLIAMS SONOMA INC(WSM)1,3081,205-1032032230.06%+21
GLOBALSTAR INC(GSAT)022,817+22,8170470.01%+47
HANCOCK JOHN PREM DIVID FD46,59249,618+3,0266166320.17%+16
UNITEDHEALTH GROUP INC(UNH)5,0375,849+8122,9452,9590.80%+14
FS KKR CAP CORP(FSK)021,173+21,17304600.12%+460
ACCENTURE PLC IRELAND
SHS CLASS A
653689+362312420.07%+11
AUTOZONE INC(AZO)15015004734800.13%+8
ALPHABET INC(GOOG)04,600+4,60008710.23%+871
VANGUARD WORLD FD
INF TECH ETF
615590-253613670.10%+6
SELECT SECTOR SPDR TR
ST STR TECHN ETF
01,428+1,42803320.09%+332
LISTED FD TR
HORI KI INFL ETF
5,5305,53002082110.06%+3
WILLIAMS COS INC(WMB)5,2824,485-7972412430.07%+2
ANTERO MIDSTREAM CORP(AM)015,380+15,38002320.06%+232
VANGUARD WHITEHALL FDS1,8701,882+122402400.06%0
INTERNATIONAL BUSINESS MACHS(IBM)1,4061,40603113090.08%-2
AMARIN CORP PLC011,420+11,420060.00%+6
BROOKFIELD REAL ASSETS INCOM017,515+17,51502330.06%+233
WASTE MGMT INC DEL(WM)01,055+1,05502130.06%+213
SPDR SER TR
ST STR SP AERO
1,4961,382-1142352290.06%-6
VANGUARD INDEX FDS4,2584,168-902,2542,2460.61%-8
NUVEEN QUALITY MUNCP INCOME(NAD)011,648+11,64801360.04%+136
MCDONALDS CORP(MCD)86986902652520.07%-13
PHILLIPS 66(PSX)03,434+3,43403910.11%+391
LINDE PLC(LIN)0583+58302440.07%+244
LMP CAP & INCOME FD INC
COM
74,40075,600+1,2001,3171,3000.35%-17
POOL CORP(POOL)853888+353223030.08%-19
CONOCOPHILLIPS(COP)04,990+4,99004950.13%+495
ORACLE CORP(ORCL)3,8163,785-316506310.17%-20
ISHARES TR
CORE MSCI INTL
3,9283,989+612782570.07%-21
ISHARES TR
INTL DIV GRWTH
3,9253,92502932670.07%-26
BLACKSTONE INC(BX)2,3791,959-4203643380.09%-27
SPDR SER TR
ST STR SP600 SML
11,67311,119-5545314990.13%-32
NEXTERA ENERGY INC(NEE)3,0973,176+792622280.06%-34
FORD MTR CO(F)012,511+12,51101240.03%+124
ABRDN GLOBAL DYNAMIC DIVIDEN
COM
014,809+14,80901470.04%+147
ADOBE INC(ADBE)0768+76803420.09%+342
COLGATE PALMOLIVE CO(CL)3,3523,35203483050.08%-43
NUVEEN PFD & INCOME OPPORTUN(JPC)011,948+11,9480940.03%+94
BP PLC(BP)013,413+13,41303960.11%+396
BERKSHIRE HATHAWAY INC DEL2,2882,213-751,0531,0030.27%-50
VERIZON COMMUNICATIONS INC(VZ)08,701+8,70103480.09%+348
SPDR SER TR
ST STR SP600GRWO
4,1943,653-5413913300.09%-60
SPDR SER TR
ST STR R1K LOWV
2,8132,502-3114764130.11%-63
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