Fund HoldingsStoneCrest Wealth Management, Inc.

Total Portfolio Value
$131.04M
Total Bought
$32.05M
Total Sold
$19.38M
Net Transaction
+$12.68M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
PACER FDS TR
US CASH COWS 100
0107,552+107,55205,8614.47%+5,861
INVESCO EXCH TRADED FD TR II042,933+42,93303,7552.87%+3,755
PGIM ETF TR
JENNISON BTR FUT
055,562+55,56203,3922.59%+3,392
META PLATFORMS INC(META)1,8278,338+6,5118874,2043.21%+3,317
ELI LILLY & CO(LLY)1,5834,925+3,3421,2324,4593.40%+3,227
NVIDIA CORPORATION(NVDA)8,14785,065+76,9187,36110,5098.02%+3,148
CROWDSTRIKE HLDGS INC(CRWD)1,5006,643+5,1434812,5461.94%+2,065
INVESCO EXCHANGE TRADED FD T
S&P500 EQL ENR
024,981+24,98102,0141.54%+2,014
AMAZON COM INC(AMZN)26,03830,168+4,1304,6975,8304.45%+1,133
ALPHABET INC(GOOG)18,49121,369+2,8782,7913,8922.97%+1,102
MICROSOFT CORP(MSFT)11,30913,019+1,7104,7585,8194.44%+1,061
ARM HOLDINGS PLC04,767+4,76707800.60%+780
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
64,67363,522-1,15111,81512,5219.55%+706
TAIWAN SEMICONDUCTOR MFG LTD(TSM)03,118+3,11805420.41%+542
REDDIT INC(RDDT)06,670+6,67004260.33%+426
SPDR SER TR
ST STR P500ETF
87,87988,113+2345,4075,6394.30%+232
ISHARES TR31,37031,131-2392,6492,8812.20%+232
ALPHABET INC(GOOG)7,0506,461-5891,0731,1850.90%+112
DIREXION SHS ETF TR
DAI SEM BUL ETF
14,04013,602-4386537530.57%+100
PROSHARES TR
ULTRAPRO QQQ
8,5618,325-2365276150.47%+88
COSTCO WHSL CORP NEW(COST)55055004034670.36%+65
ISHARES TR4,5094,284-2251,0191,0570.81%+38
ADOBE INC(ADBE)763753-103854180.32%+33
REGENERON PHARMACEUTICALS(REGN)321316-53093320.25%+23
VANGUARD INDEX FDS764720-442632690.21%+6
JPMORGAN CHASE & CO.(JPM)1,0001,00002002020.15%+2
YUM BRANDS INC(YUM)2,1422,124-182972810.21%-16
DIREXION SHS ETF TR
DAIL HEAL BU ETF
2,1162,000-1162652340.18%-32
VISA INC(V)1,8331,823-105124780.37%-33
ACCENTURE PLC IRELAND
SHS CLASS A
944935-93272840.22%-44
ISHARES TR
ULTRA SHORT DUR
20,11219,228-8841,0179720.74%-45
ISHARES TR2,3022,053-2494844170.32%-68
SELECT SECTOR SPDR TR
ST STR TECHN ETF
2,2741,686-5884743810.29%-92
VIRIDIAN THERAPEUTICS INC(VRDN)27,67527,484-1914853580.27%-127
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
14,37511,273-3,1027255690.43%-156
ISHARES TR5,1064,578-5282,6842,5051.91%-179
INVESCO QQQ TR3,7463,093-6531,6631,4821.13%-181
PALO ALTO NETWORKS INC(PANW)9,4047,257-2,1472,6722,4601.88%-212
ARGENX SE(ARGX)2,1211,417-7048356090.47%-226
GLOBAL X FDS
S&P 500 COVERED
91,91487,041-4,8733,7493,5192.69%-230
INVESCO EXCH TRADED FD TR II182,235165,302-16,9332,1651,9091.46%-256
SPDR S&P 500 ETF TR(SPY)1,272742-5306654040.31%-262
ADVANCED MICRO DEVICES INC(AMD)1,5600-1,5602820-282
SNOWFLAKE INC(SNOW)2,0820-2,0823360-336
DATADOG INC(DDOG)7,9104,753-3,1579786160.47%-361
UBER TECHNOLOGIES INC(UBER)14,86210,456-4,4061,1447600.58%-384
ARM HOLDINGS PLC3,0900-3,0903860-386
ISHARES TR4,5790-4,5794180-418
SHOPIFY INC(SHOP)15,33511,563-3,7721,1837640.58%-420
DRAFTKINGS INC NEW(DKNG)24,54017,511-7,0291,1146680.51%-446
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
68,38661,574-6,8123,9573,4902.66%-467
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
25,78823,159-2,6294,3683,8052.90%-563
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
104,03891,103-12,9355,8675,1403.92%-727
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
102,62186,865-15,7565,5664,8213.68%-745
VANECK ETF TRUST
SEMICONDUCTR ETF
29,35222,249-7,1036,6045,8004.43%-804
ISHARES TR14,6097,763-6,8461,7288810.67%-847
PACER FDS TR
US SM CAP CA ETF
24,2500-24,2501,1920-1,192
APPLE INC(AAPL)18,6069,458-9,1483,1911,9921.52%-1,199
FIRST TR NAS100 EQ WEIGHTED52,70941,168-11,5416,5315,0763.87%-1,455
J P MORGAN EXCHANGE TRADED F
ACTIVE VALUE ETF
28,6530-28,6531,7160-1,716
WISDOMTREE TR(WT)90,0720-90,0723,1360-3,136
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