Fund HoldingsV2 Financial group LLC

Total Portfolio Value
$164.61M
Total Bought
$12.53M
Total Sold
$7.93M
Net Transaction
+$4.60M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
T ROWE PRICE ETF INC
CAP APPRECIATION
0160,356+160,35605,3353.24%+5,335
ISHARES TR
MSCI INDIA ETF
041,978+41,97802,2101.34%+2,210
SPDR S&P 500 ETF TR(SPY)125,896125,851-4572,23473,75944.81%+1,525
SSGA ACTIVE ETF TR
ST STR TOTAL ETF
91,482115,284+23,8023,7874,5412.76%+754
DISNEY WALT CO(DIS)45,47544,756-7194,3744,9843.03%+609
SHOPIFY INC(SHOP)26,25225,492-7602,1042,7111.65%+607
AMAZON COM INC(AMZN)12,99013,190+2002,4202,8941.76%+473
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
02,330+2,33004080.25%+408
MICROSOFT CORP(MSFT)1,4602,403+9436281,0130.62%+385
BOEING CO(BA)16,85516,468-3872,5632,9151.77%+352
BECTON DICKINSON & CO(BDX)01,540+1,54003490.21%+349
APPLE INC(AAPL)16,28916,28903,7954,0792.48%+284
PALANTIR TECHNOLOGIES INC(PLTR)6,9767,176+2002605430.33%+283
UNITY SOFTWARE INC(U)010,000+10,00002250.14%+225
VISA INC(V)0700+70002210.13%+221
VANGUARD BD INDEX FDS3,5546,264+2,7102804840.29%+204
TESLA INC(TSLA)92292202413720.23%+131
ALPHABET INC(GOOG)6,8006,600-2001,1281,2490.76%+122
SELECT SECTOR SPDR TR
ST STR DISCR ETF
4,1004,200+1008229420.57%+121
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
9,39211,039+1,6477468610.52%+115
NETFLIX INC(NFLX)56956904045070.31%+104
ALPHABET INC(GOOG)4,3004,30007198190.50%+100
SALESFORCE INC(CRM)1,6281,62804465440.33%+99
UGI CORP NEW(UGI)13,96615,500+1,5343494380.27%+88
AT&T INC(T)141,123139,679-1,4443,1053,1801.93%+76
PFIZER INC(PFE)24,60029,671+5,0717127870.48%+75
SELECT SECTOR SPDR TR
ST STR FINL ETF
20,36320,36309239840.60%+61
SPDR SER TR
ST STR SW SERV
1,8001,80002893400.21%+51
ISHARES TR2,4922,693+2015515950.36%+45
VANGUARD WORLD FD
CONSUM DIS ETF
1,2001,20004094500.27%+42
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
72,94574,313+1,3682,2472,2871.39%+41
GOLDMAN SACHS GROUP INC(GS)50850802522910.18%+39
META PLATFORMS INC(META)2,8942,89401,6571,6951.03%+38
SELECT SECTOR SPDR TR
ST STR UTIL ETF
3,9004,574+6743153460.21%+31
SELECT SECTOR SPDR TR
ST STR TECHN ETF
4,5004,50001,0161,0460.64%+30
COSTCO WHSL CORP NEW(COST)650662+125766070.37%+30
QUALCOMM INC(QCOM)1,2501,550+3002132380.14%+26
VANGUARD INDEX FDS2,0172,020+31,0641,0880.66%+24
VANGUARD INDEX FDS3,3003,30009349560.58%+22
BLACKBERRY LTD(BB)28,20025,200-3,00074950.06%+21
ISHARES TR5,8005,80008108300.50%+20
CISCO SYS INC(CSCO)5,1724,974-1982752940.18%+19
INTUITIVE SURGICAL INC60060002953130.19%+18
VANGUARD WORLD FD
INF TECH ETF
50050002933110.19%+18
INVESCO QQQ TR65065003173320.20%+15
ISHARES TR1,9001,90002883030.18%+15
ISHARES TR
MSCI USA MMENTM
3,6023,60207307450.45%+15
ISHARES TR1,2001,20003773870.23%+9
VANGUARD INDEX FDS3,6263,604-228608660.53%+6
ISHARES TR1,8001,80002232250.14%+2
ISHARES TR3,8003,80003353360.20%+1
ISHARES TR2,0002,00002672670.16%-0
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
2,2002,20002532520.15%-1
INTERNATIONAL BUSINESS MACHS(IBM)1,0501,05002322310.14%-1
VANGUARD SPECIALIZED FUNDS1,1001,10002182150.13%-2
ALTRIA GROUP INC(MO)8,6788,384-2944434380.27%-5
ISHARES TR1,1001,10002092040.12%-5
ORACLE CORP(ORCL)2,1002,10003583500.21%-8
HOME DEPOT INC(HD)65065002632530.15%-11
ISHARES TR15,40015,40009128990.55%-13
SPIRIT AEROSYSTEMS HLDGS INC13,09512,095-1,0004264120.25%-14
ISHARES TR3,3003,30002332170.13%-16
ISHARES TR4,0004,00005995810.35%-17
ISHARES TR3,6003,60002542360.14%-18
VANGUARD WORLD FD
CONSUM STP ETF
3,0103,01006586360.39%-21
JOHNSON & JOHNSON(JNJ)2,5002,50004053620.22%-44
SELECT SECTOR SPDR TR
ST STR STAPL ETF
15,75516,055+3001,3081,2620.77%-46
UNITEDHEALTH GROUP INC(UNH)57857803382920.18%-46
SELECT SECTOR SPDR TR
ST STR MATER ETF
4,1344,13403983480.21%-51
VANGUARD WORLD FD
UTILITIES ETF
4,8004,80008357840.48%-51
ADOBE INC(ADBE)1,5951,740+1458267740.47%-52
ISHARES TR11,78311,513-2701,1931,1160.68%-78
ISHARES TR13,00013,00008457580.46%-87
3M CO(MMM)7,8777,648-2291,0779870.60%-90
ABBVIE INC(ABBV)8,7288,72801,7241,5510.94%-173
SELECT SECTOR SPDR TR
ST STR CARE ETF
11,35111,352+11,7481,5620.95%-187
NNN REIT INC(NNN)4,3700-4,3702120-212
LOWES COS INC(LOW)8000-8002170-217
ISHARES TR4,0000-4,0002280-228
BRISTOL-MYERS SQUIBB CO(BMY)4,5000-4,5002330-233
VERIZON COMMUNICATIONS INC(VZ)95,02794,499-5284,2683,7792.30%-489
ALIBABA GROUP HLDG LTD(BABA)23,35722,970-3872,4791,9481.18%-531
ISHARES TR79,50180,095+5947,7996,9954.25%-804
LEGGETT & PLATT INC(LEG)242,186238,139-4,0473,2992,2861.39%-1,012
NVIDIA CORPORATION(NVDA)30,99216,964-14,0283,7642,2781.38%-1,486
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