Fund HoldingsAmerican Alpha Advisors, LLC

Total Portfolio Value
$109.90M
Total Bought
$21.93M
Total Sold
$23.09M
Net Transaction
-$1.17M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
ISHARES TR0115,869+115,86908,7617.97%+8,761
PACER FDS TR
US CASH COWS 100
167,110263,739+96,6299,66414,89613.55%+5,232
GLOBALSTAR INC(GSAT)5,750,1005,750,10007,13011,90310.83%+4,773
SUPER MICRO COMPUTER INC(SMCI)070,000+70,00002,1341.94%+2,134
SPDR S&P 500 ETF TR(SPY)(Put)020,000+20,00001,620+1,620
ISHARES TR011,718+11,71801,0230.93%+1,023
TJX COS INC NEW(TJX)(Put)08,500+8,50001,020+1,020
APPLOVIN CORP(APP)2,6222,556-663428280.75%+485
DELL TECHNOLOGIES INC(DELL)02,500+2,50002880.26%+288
ARISTA NETWORKS INC(ANET)02,588+2,58802860.26%+286
INVESCO ACTIVELY MANAGED EXC
VAR RATE INVT
217,403227,685+10,2825,4545,7185.20%+265
MICROSTRATEGY INC(MSTR)(Put)02,000+2,0000200+200
CROWDSTRIKE HLDGS INC(CRWD)3,0203,02008471,0330.94%+186
MACYS INC(M)010,000+10,00001690.15%+169
E L F BEAUTY INC(ELF)9,4799,47901,0331,1901.08%+157
FIRST TR EXCH TRADED FD III
LNG/SHT EQUITY
64,67764,67704,1054,2563.87%+151
COTY INC(COTY)012,250+12,2500850.08%+85
TAPESTRY INC(TPR)5,7785,403-3752713530.32%+82
EXPEDIA GROUP INC(EXPE)2,9572,758-1994385140.47%+76
NVIDIA CORPORATION(NVDA)5,0005,00006076710.61%+64
SPDR S&P 500 ETF TR(SPY)8,5548,479-754,9084,9694.52%+61
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
14,20914,947+7389561,0020.91%+46
WILLIAMS SONOMA INC(WSM)1,9571,850-1073033430.31%+39
SPDR DOW JONES INDL AVERAGE(DIA)1,6071,688+816807180.65%+38
ZOOM VIDEO COMMUNICATIONS IN(ZM)5,1954,838-3573623950.36%+33
META PLATFORMS INC(META)1,8531,856+31,0611,0870.99%+26
SNAP ON INC(SNA)852798-542472710.25%+24
PGIM ETF TR
ACTV HY BD ETF
157,533162,985+5,4525,6405,6625.15%+22
ISHARES TR
MSCI USA MIN ETF
9,0249,522+4988248450.77%+21
FOX CORP CL A(FOX)6,6826,262-4202833040.28%+21
ETF SER SOLUTIONS
DISTILLATE US
11,55112,215+6646556710.61%+16
BRISTOL-MYERS SQUIBB CO(BMY)9,7209,121-5995035160.47%+13
VANGUARD WORLD FD
CONSUM STP ETF
1,8421,947+1054024120.37%+9
MASTEC INC(MTZ)2,1412,002-1392642730.25%+9
WESCO INTL INC(WCC)1,3561,283-732282320.21%+4
CARDINAL HEALTH INC(CAH)4,1353,884-2514574590.42%+2
APPLE INC(AAPL)4,0293,757-2729399410.86%+2
GAP INC(GAP)11,83111,079-7522612620.24%+1
INVESCO QQQ TR(Call)2,4002,40001,0801,0800
COLISEUM ACQUISITION CORP33,8320-33,83220-2
SELECT SECTOR SPDR TR
ST STR UTIL ETF
5,3655,649+2844334280.39%-6
HEWLETT PACKARD ENTERPRISE C(HPE)25,46823,865-1,6035215100.46%-12
AIRBNB INC3,6083,386-2224584450.40%-13
FIRST TR EXCHANGE-TRADED FD
NASDQ SEMCNDTR
2,4002,40002242090.19%-14
AT&T INC(T)23,20521,723-1,4825114950.45%-16
MOLSON COORS BEVERAGE CO(TAP)4,8254,536-2892782600.24%-18
ALTRIA GROUP INC(MO)9,2828,696-5864744550.41%-19
TD SYNNEX CORPORATION(SNX)2,2892,180-1092752560.23%-19
GEN DIGITAL INC(GEN)16,08615,141-9454414150.38%-27
CENCORA INC1,9521,829-1234394110.37%-28
OWENS CORNING NEW(OC)1,6941,578-1162992690.24%-30
BERKSHIRE HATHAWAY INC DEL3302,0742,0431.86%-31
CHEVRON CORP NEW(CVX)3,2893,071-2184844450.40%-40
VANGUARD INDEX FDS24,93025,434+5044,3524,3063.92%-46
ALPS ETF TR
INTL SEC DV DOG
13,79413,526-2684393910.36%-49
FENNEC PHARMACEUTICALS INC10,0000-10,000500-50
WISDOMTREE TR(WT)10,67010,296-3744423890.35%-53
LEGG MASON ETF INVT
FRANKLIN INTL LW
23,13221,811-1,3217196660.61%-53
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
76,46877,841+1,3734,5514,4784.07%-72
OLAPLEX HLDGS INC(OLPX)50,00025,000-25,000118430.04%-74
PACER FDS TR
EMRG MKT CASH
20,83119,432-1,3994553770.34%-78
HP INC(HPQ)13,65712,436-1,2214904060.37%-84
PACER FDS TR
DEVELOPED MRKT
27,12426,134-9908587630.69%-95
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
53,91654,412+4969,6609,5358.68%-125
SOFI TECHNOLOGIES INC(SOFI)17,0000-17,0001340-134
GOLDMAN SACHS ETF TR58,53060,571+2,0413,4733,2792.98%-195
DIAMONDBACK ENERGY INC(FANG)2,6441,436-1,2084562350.21%-221
VANGUARD INTL EQUITY INDEX F75,73677,241+1,5053,6243,4023.10%-222
SCOTTS MIRACLE-GRO CO(SMG)2,8330-2,8332460-246
APPLOVIN CORP(APP)(Put)2,5000-2,5002500-250
CENTRUS ENERGY CORP(LEU)4,6920-4,6922570-257
ARROW ELECTRS INC1,9750-1,9752620-262
SKYWORKS SOLUTIONS INC(SWKS)3,1540-3,1543120-312
CLEVELAND-CLIFFS INC NEW(CLF)24,4040-24,4043120-312
CONAGRA BRANDS INC(CAG)10,1440-10,1443300-330
HF SINCLAIR CORP(DINO)8,1750-8,1753640-364
MARATHON OIL CORP14,1810-14,1813780-378
BUILDERS FIRSTSOURCE INC(BLDR)1,9560-1,9563790-379
MARATHON PETE CORP(MPC)2,6390-2,6394300-430
DEVON ENERGY CORP NEW(DVN)11,0650-11,0654330-433
ARCHER DANIELS MIDLAND CO7,3880-7,3884410-441
VALERO ENERGY CORP(VLO)3,2790-3,2794430-443
HALLIBURTON CO(HAL)15,7560-15,7564580-458
NUCOR CORP(NUE)3,0780-3,0784630-463
CONOCOPHILLIPS(COP)4,4180-4,4184650-465
EOG RES INC(EOG)3,8080-3,8084680-468
QUALCOMM INC(QCOM)2,8030-2,8034770-477
LENNAR CORP(LEN)2,6150-2,6154900-490
TARGET CORP(TGT)10,0007,500-2,5001,5591,0140.92%-545
JANUS DETROIT STR TR
B-BBB CLO ETF
19,5190-19,5199550-955
SUPER MICROPUTER INC(SMCI)3,0000-3,0001,2490-1,249
TARGET CORP(TGT)(Put)10,0000-10,0001,3500-1,350
VANGUARD TAX-MANAGED FDS187,05410,625-176,4299,8785080.46%-9,370
Page 1 of 1