Fund HoldingsV2 Financial group LLC

Total Portfolio Value
$143.78M
Total Bought
$7.38M
Total Sold
$8.49M
Net Transaction
-$1.11M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
ISHARES TR63,95083,402+19,4525,6728,2475.74%+2,575
INTEL CORP(INTC)167,141160,775-6,3665,9428,0795.62%+2,137
DISNEY WALT CO(DIS)38,94649,637+10,6913,1574,4823.12%+1,325
BOEING CO(BA)19,31518,357-9583,7024,7853.33%+1,083
WALGREENS BOOTS ALLIANCE INC167,125160,766-6,3593,7174,1982.92%+481
VERIZON COMMUNICATIONS INC(VZ)104,207102,062-2,1453,3773,8482.68%+470
APPLE INC(AAPL)14,88315,033+1502,5482,8942.01%+346
LEGGETT & PLATT INC(LEG)170,349177,691+7,3424,3294,6503.23%+322
PFIZER INC(PFE)11,78024,630+12,8503917090.49%+318
AMAZON COM INC(AMZN)15,24714,750-4971,9382,2411.56%+303
NETFLIX INC(NFLX)0468+46802280.16%+228
NNN REIT INC(NNN)05,150+5,15002220.15%+222
ISHARES TR10,90812,558+1,6501,0261,2460.87%+221
SPIRIT AEROSYSTEMS HLDGS INC06,635+6,63502110.15%+211
ISHARES TR0800+80002100.15%+210
ISHARES TR01,800+1,80002050.14%+205
ISHARES TR01,100+1,10002040.14%+204
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
02,200+2,20002030.14%+203
INTUITIVE SURGICAL INC0600+60002020.14%+202
SALESFORCE INC(CRM)2,9902,99006067870.55%+180
AT&T INC(T)155,358148,338-7,0202,3332,4891.73%+156
SELECT SECTOR SPDR TR
ST STR TECHN ETF
4,3504,450+1007138570.60%+143
META PLATFORMS INC(META)3,7833,577-2061,1361,2660.88%+130
VANGUARD INDEX FDS1,8341,943+1097208480.59%+128
VANGUARD INDEX FDS4,2264,213-137998990.63%+100
MICROSOFT CORP(MSFT)1,5001,512+124745690.40%+95
ALPHABET INC(GOOG)7,1807,380+2009401,0310.72%+91
ADOBE INC(ADBE)1,7151,615-1008749640.67%+89
VANGUARD INDEX FDS3,6033,600-37658540.59%+89
SELECT SECTOR SPDR TR
ST STR DISCR ETF
3,8003,900+1006126970.49%+86
ISHARES TR15,40015,40007478310.58%+84
ISHARES TR4,0004,00004245060.35%+83
3M CO(MMM)8,0647,616-4487558330.58%+78
ISHARES TR5,8005,80006066760.47%+70
ABBVIE INC(ABBV)10,91310,91301,6271,6911.18%+64
COSTCO WHSL CORP NEW(COST)65065003674290.30%+62
ISHARES TR2,2582,257-13994530.32%+54
ISHARES TR3,0003,00008108590.60%+49
ALPHABET INC(GOOG)4,6604,66006146570.46%+42
VANGUARD WORLD FDS
CONSUM DIS ETF
1,2001,20003233650.25%+42
SPDR SER TR
ST STR SW SERV
1,8001,80002282710.19%+42
SELECT SECTOR SPDR TR
ST STR FINL ETF
22,61321,045-1,5687507910.55%+41
VANGUARD WORLD FDS
INF TECH ETF
50050002072420.17%+35
INVESCO QQQ TR65065002332660.19%+33
SELECT SECTOR SPDR TR
ST STR STAPL ETF
15,12414,906-2181,0411,0740.75%+33
ISHARES TR1,2001,20002823150.22%+33
SELECT SECTOR SPDR TR
ST STR CARE ETF
11,80711,385-4221,5201,5531.08%+33
ISHARES TR3,8003,80002632950.21%+32
ISHARES TR2,0002,00002022290.16%+27
SELECT SECTOR SPDR TR
ST STR UTIL ETF
3,6003,750+1502122370.17%+25
VANGUARD WORLD FDS
CONSUM STP ETF
3,0103,01005505750.40%+25
UNITEDHEALTH GROUP INC(UNH)40340302032120.15%+9
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
6,5726,486-864945020.35%+8
ISHARES TR1,2001,20002242300.16%+6
SELECT SECTOR SPDR TR
ST STR MATER ETF
4,5174,219-2983553610.25%+6
JOHNSON & JOHNSON(JNJ)2,0002,00003123130.22%+2
UGI CORP NEW(UGI)13,03312,115-9183002980.21%-2
ISHARES TR
MSCI USA MMENTM
4,3663,866-5006106070.42%-3
WALMART INC(WMT)1,7121,71202742700.19%-4
CISCO SYS INC(CSCO)5,0615,064+32722560.18%-16
VANGUARD WORLD FDS
UTILITIES ETF
5,3004,800-5006766580.46%-18
BLACKBERRY LTD(BB)29,50027,300-2,200139970.07%-42
ALTRIA GROUP INC(MO)10,7049,760-9444503940.27%-56
SSGA ACTIVE ETF TR
ST STR TOTAL ETF
87,25078,112-9,1383,3723,1442.19%-228
ALIBABA GROUP HLDG LTD(BABA)52,33350,149-2,1844,5393,8872.70%-652
SPDR S&P 500 ETF TR(SPY)148,023128,511-19,51263,27761,08342.48%-2,194
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