Fund HoldingsTrue Vision MN LLC

Total Portfolio Value
$167.03M
Total Bought
$23.39M
Total Sold
$21.99M
Net Transaction
+$1.40M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ISHARES TR7,33835,970+28,6327303,7322.23%+3,001
ISHARES TR20,30632,516+12,2103,8766,1973.71%+2,321
ISHARES TR1,8298,558+6,7295282,3181.39%+1,789
ISHARES INC
CORE MSCI EMKT
39,87063,364+23,4942,0823,4202.05%+1,338
ISHARES GOLD TR(IAU)17,26634,841+17,5758552,0541.23%+1,199
AMERICAN CENTY ETF TR4,69819,138+14,4403061,3350.80%+1,029
ISHARES TR
HDG MSCI EAFE
026,078+26,07809460.57%+946
ISHARES TR
MSCI USA QLT FCT
41,62948,350+6,7217,4138,2634.95%+849
CROWDSTRIKE HLDGS INC(CRWD)01,967+1,96706940.42%+694
HCA HEALTHCARE INC(HCA)01,536+1,53605310.32%+531
OCCIDENTAL PETE CORP(OXY)010,658+10,65805290.32%+529
ARISTA NETWORKS INC(ANET)05,999+5,99904650.28%+465
BLACKROCK ETF TRUST II09,035+9,03504480.27%+448
BLACKROCK ETF TRUST
ISHA US THEM ETF
012,913+12,91304090.24%+409
ISHARES TR
MSCI INTL QUALTY
010,162+10,16204030.24%+403
UBER TECHNOLOGIES INC(UBER)05,366+5,36603910.23%+391
SPDR INDEX SHS FDS
ST STR PO EX ETF
010,414+10,41403790.23%+379
SPOTIFY TECHNOLOGY S A(SPOT)0685+68503770.23%+377
INTUITIVE SURGICAL INC0744+74403680.22%+368
PULTE GROUP INC(PHM)03,548+3,54803660.22%+366
SSGA ACTIVE TR
ST STR SECTO ETF
13,55326,817+13,2643446940.42%+350
ARES MANAGEMENT CORPORATION(ARES)02,388+2,38803500.21%+350
ISHARES TR10,31614,015+3,6999211,2700.76%+348
HOWMET AEROSPACE INC(HWM)02,653+2,65303440.21%+344
WELLS FARGO CO NEW(WFC)04,387+4,38703150.19%+315
ROBINHOOD MKTS INC(HOOD)06,742+6,74202810.17%+281
HIMS & HERS HEALTH INC(HIMS)09,048+9,04802670.16%+267
SELECT SECTOR SPDR TR
ST STR TECHN ETF
6,0028,001+1,9991,3961,6520.99%+256
SELECT SECTOR SPDR TR
ST STR MATER ETF
2,9725,829+2,8572505010.30%+251
SCHWAB STRATEGIC TR08,107+8,10702180.13%+218
SPDR GOLD TR(GLD)0731+73102110.13%+211
SPDR INDEX SHS FDS
ST PORT MARK ETF
5,4049,625+4,2212073790.23%+172
SSGA ACTIVE TR
STATE STREET US
4,5457,563+3,0182433840.23%+141
VANGUARD TAX-MANAGED FDS14,57315,524+9516977890.47%+92
SPDR SER TR
ST LON TREAS ETF
23,04125,405+2,3646036930.41%+89
SELECT SECTOR SPDR TR
ST STR ENERG ETF
6,7836,839+565816390.38%+58
ETF SER SOLUTIONS
APTUS INT ENH YL
66,71466,860+1461,3401,3950.84%+55
PALANTIR TECHNOLOGIES INC(PLTR)7,1506,981-1695415890.35%+48
WEC ENERGY GROUP INC(WEC)3,0253,050+252843320.20%+48
BLACKROCK ETF TRUST II64,08064,545+4653,3333,3812.02%+47
UNION PAC CORP(UNP)5,2575,25701,1991,2420.74%+43
VANGUARD STAR FDS018,722+18,72201,1630.70%+1,163
BNY MELLON ETF TRUST
CORE BOND ETF
6,1376,584+4472542770.17%+23
ETF SER SOLUTIONS
APTUS ENHANCED
53,98354,865+8821,2291,2530.75%+23
LEGG MASON ETF INVT
FRANKLIN INTL LW
21,75421,063-6916646820.41%+18
TIDAL ETF TR91,38591,38501,6291,6470.99%+17
SPDR SER TR
ST STR P500ETF
14,38815,342+9549921,0090.60%+17
ETF SER SOLUTIONS
APTUS DEFINED
67,92868,676+7481,8631,8731.12%+10
SCHWAB STRATEGIC TR13,66413,690+263563640.22%+8
VANGUARD INTL EQUITY INDEX F13,41913,218-2015915980.36%+7
ISHARES TR
US TREAS BD ETF
40,86841,039+1719399430.56%+4
ROKU INC(ROKU)5,0325,365+3333743780.23%+4
ISHARES INC4,4684,463-52592600.16%+1
SPDR SER TR
ST NUVE TERM ETF
4,2544,25402022020.12%+1
TRAVELERS COMPANIES INC(TRV)2,7772,532-2456696700.40%+1
SELECT SECTOR SPDR TR
ST STR FINL ETF
30,94330,019-9241,4951,4950.90%-0
ISHARES TR
HIGH YLD SYSTM B
10,09010,063-274744740.28%-0
INVESCO EXCH TRD SLF IDX FD
INVSCO BLSH 28
34,04633,593-4536856840.41%-2
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
3,0413,061+205335300.32%-3
SCHWAB STRATEGIC TR8,0008,00002262150.13%-11
ISHARES TR
CONV BD ETF
5,6865,619-674834700.28%-13
TOAST INC(TOST)7,6567,901+2452792620.16%-17
GRACO INC(GGG)26,96226,96202,2732,2521.35%-21
INVESCO EXCH TRD SLF IDX FD
BULSHS 2027 CB
35,86734,559-1,3086996770.41%-22
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2029
112,266109,741-2,5252,0592,0341.22%-25
ZILLOW GROUP INC(Z)7,4237,599+1765505210.31%-29
ISHARES TR
MSCI USA MMENTM
9,5599,638+791,9781,9481.17%-30
SPDR SER TR
ST STR SP400GRW
3,8873,842-453383050.18%-32
ISHARES TR2,5102,446-642892560.15%-33
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 CB
71,28569,128-2,1571,3851,3470.81%-38
ISHARES TR1,7411,728-133853450.21%-40
SHOPIFY INC(SHOP)3,8593,830-294103660.22%-45
ETF SER SOLUTIONS
APTUS DRAWDOWN
21,85021,973+1231,0219760.58%-45
ETF SER SOLUTIONS
OPUS SML CP VL
23,91224,040+1288858380.50%-47
ETF SER SOLUTIONS
APTUS LARGE CAP
43,13943,282+1431,3931,3370.80%-57
J P MORGAN EXCHANGE TRADED F
ACTIVE GROWTH
7,8527,801-516365760.34%-61
INVESCO EXCH TRD SLF IDX FD100,74897,179-3,5692,0802,0101.20%-71
SPDR S&P 500 ETF TR(SPY)591489-1023482740.16%-73
AMAZON COM INC(AMZN)2,2562,195-614954180.25%-77
ETF SER SOLUTIONS
APTUS COLLRD INV
58,25458,217-372,3442,2521.35%-92
GENERAC HLDGS INC(GNRC)3,1913,112-794953940.24%-101
DELL TECHNOLOGIES INC(DELL)5,6725,817+1456545300.32%-123
ALPHABET INC(GOOG)3,8043,829+257205920.35%-128
NVIDIA CORPORATION(NVDA)3,8933,604-2895233910.23%-132
VANGUARD INDEX FDS05,543+5,54301,5230.91%+1,523
SELECT SECTOR SPDR TR
ST STR CARE ETF
6,9335,526-1,4079548070.48%-147
APPLE INC(AAPL)4,9284,788-1401,2341,0640.64%-171
SELECT SECTOR SPDR TR
ST STR INDL ETF
5,0603,771-1,2896674940.30%-172
ISHARES TR
CORE UNIVRSL USD
0392,384+392,384018,08110.83%+18,081
SELECT SECTOR SPDR TR
ST STR REAL ETF
13,0067,047-5,9595292950.18%-234
SCHWAB STRATEGIC TR90,71488,287-2,4272,5282,2111.32%-317
INVESCO QQQ TR6360-6363250-325
ISHARES TR19,40319,475+723,0952,7351.64%-360
SELECT SECTOR SPDR TR
ST STR UTIL ETF
4,9250-4,9253730-373
ISHARES TR3,5820-3,5823780-378
SELECT SECTOR SPDR TR
ST STR SVC ETF
7,7833,755-4,0287533620.22%-391
BLACKROCK ETF TRUST
ISHARES US EQUIT
153,954153,777-1777,8907,4984.49%-392
ISHARES TR48,74045,398-3,3425,1934,7872.87%-406
META PLATFORMS INC(META)7460-7464370-437
CONSTELLATION ENERGY CORP(CEG)2,0000-2,0004470-447
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