Fund HoldingsThree Seasons Wealth, LLC

Total Portfolio Value
$142.95M
Total Bought
$52.39M
Total Sold
$26.37M
Net Transaction
+$26.02M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
INVESCO QQQ TR4,76618,987+14,2211,9538,3855.87%+6,433
ISHARES TR030,929+30,92905,7063.99%+5,706
SPDR S&P 500 ETF TR(SPY)52711,110+10,5832515,7824.04%+5,532
SPDR GOLD TR(GLD)25,15735,180+10,0234,8097,4195.19%+2,610
ADVANCED MICRO DEVICES INC(AMD)014,296+14,29602,5551.79%+2,555
AMAZON COM INC(AMZN)35,49142,188+6,6975,3937,6235.33%+2,230
BROADCOM INC(AVGO)01,627+1,62702,1781.52%+2,178
SELECT SECTOR SPDR TR
ST STR ENERG ETF
46,90358,670+11,7673,9325,6583.96%+1,726
ISHARES TR31,03844,786+13,7482,6514,2312.96%+1,580
ISHARES TR23,15533,594+10,4392,6484,1642.91%+1,516
ISHARES TR34,59850,900+16,3022,6214,0992.87%+1,478
NVIDIA CORPORATION(NVDA)3,6193,646+271,7923,2612.28%+1,469
ISHARES TR23,79832,592+8,7942,9214,3833.07%+1,462
MICROSOFT CORP(MSFT)7,6749,970+2,2962,8864,2022.94%+1,316
UNITED RENTALS INC(URI)01,798+1,79801,2440.87%+1,244
PROSHARES TR
PSHS ULT S&P 500
38,89148,502+9,6112,5313,6972.59%+1,166
NETFLIX INC(NFLX)3,7084,571+8631,8052,8081.96%+1,002
META PLATFORMS INC(META)4,7065,116+4101,6662,5451.78%+879
VISA INC(V)6,0648,560+2,4961,5792,3831.67%+805
SALESFORCE INC(CRM)5,3557,119+1,7641,4092,1671.52%+758
THERMO FISHER SCIENTIFIC INC(TMO)1,1772,387+1,2106251,3650.95%+740
WILLIAMS SONOMA INC(WSM)02,167+2,16706720.47%+672
GAP INC(GAP)21,50941,587+20,0784501,1070.77%+657
ALPHABET INC(GOOG)17,90520,036+2,1312,5233,1232.18%+600
AIRBNB INC6,1518,892+2,7418371,4241.00%+586
ISHARES TR05,994+5,99405380.38%+538
ABBOTT LABS8,07812,659+4,5818891,4180.99%+529
SUPER MICRO COMPUTER INC(SMCI)1,7531,015-7384981,0250.72%+527
ARISTA NETWORKS INC4,6105,436+8261,0861,5811.11%+495
MASTERCARD INCORPORATED(MA)3,4103,926+5161,4541,8821.32%+428
ISHARES TR10,41210,306-1064,9735,3743.76%+401
NIKE INC(NKE)3,6048,219+4,6153937480.52%+355
BERKSHIRE HATHAWAY INC DEL5,5745,57401,9882,3351.63%+347
AUTODESK INC2,9914,247+1,2567281,0560.74%+328
XPO INC(XPO)5,7316,750+1,0195028180.57%+316
ZOETIS INC(ZTS)3,6645,926+2,2627239780.68%+255
WINGSTOP INC(WING)0662+66202380.17%+238
COINBASE GLOBAL INC(COIN)0963+96302370.17%+237
INNOVATOR ETFS TRUST
EQUITY DEFINED P
09,343+9,34302320.16%+232
CONSTELLATION ENERGY CORP(CEG)7,3395,746-1,5938581,0810.76%+223
ACCENTURE PLC IRELAND
SHS CLASS A
3,0163,805+7891,0581,2800.90%+222
ISHARES TR7,1819,042+1,8615397600.53%+220
INNOVATOR ETFS TRUST
US EQTY PWR BUF
05,398+5,39802100.15%+210
VERTIV HOLDINGS CO(VRT)02,550+2,55002060.14%+206
GARTNER INC(IT)1,4211,756+3356418240.58%+183
CROWDSTRIKE HLDGS INC(CRWD)1,9622,117+1555016760.47%+176
ISHARES TR7,14135,698+28,5571,9792,1271.49%+148
FIRST TRUST LRGCP GWT ALPHAD
COM SHS
10,11310,11301,1081,2310.86%+123
BERKSHIRE HATHAWAY INC DEL1105436300.44%+88
WORKDAY INC(WDAY)1,6792,020+3414645490.38%+85
INNOVATOR ETFS TRUST
US EQTY PWR BUF
59,10059,10002,1352,2101.55%+76
ALIGN TECHNOLOGY INC9921,097+1052723420.24%+71
ALPHABET INC(GOOG)3,1623,16204424890.34%+47
FIRST TR EXCHANGE TRADED FD
TECH ALPHADEX
12,08411,984-1001,5481,5941.11%+46
FIRST TR MID CAP CORE ALPHAD
COM SHS
6,3146,31406596990.49%+40
INNOVATOR ETFS TRUST
US EQTY BUF SEP
15,48515,48505686050.42%+37
FIRST TR LRG CP VL ALPHADEX
COM SHS
8,1088,008-1005746060.42%+31
INNOVATOR ETFS TRUST
US EQTY PWR BUF
21,90021,90007697990.56%+31
ISHARES TR6,6506,65004464770.33%+30
SERVICENOW INC(NOW)2,6662,527-1391,8841,9131.34%+29
FIRST TR LRGE CP CORE ALPHA
COM SHS
3,5503,55003203480.24%+28
INNOVATOR ETFS TRUST
US EQTY BUF DEC
11,37511,37504354600.32%+25
INNOVATOR ETFS TRUST
US EQTY PWR BUF
14,35214,35204995220.37%+24
CHEVRON CORP NEW(CVX)1,8601,86002772970.21%+20
SUMMIT THERAPEUTICS INC(SMMT)12,86912,869034500.03%+16
COSTCO WHSL CORP NEW(COST)39939902692840.20%+14
INNOVATOR ETFS TRUST
US EQTY BUF OCT
5,5705,57002142250.16%+11
INNOVATOR ETFS TRUST
EQUITY DEF PROTN
10,45210,45202682740.19%+6
SPERO THERAPEUTICS INC15,00015,000022270.02%+5
VANECK ETF TRUST
PREFERRED SECURT
12,04512,04502072120.15%+5
INNOVATOR ETFS TRUST
US EQTY PWR BUF
52,90851,408-1,5001,8221,8251.28%+3
PEPSICO INC(PEP)1,5711,57102692690.19%+1
ISHARES TR11,15211,150-21,2071,1980.84%-9
UNITEDHEALTH GROUP INC(UNH)2,2802,576+2961,2001,1800.83%-20
FIRST TR SML CP CORE ALPHA F
COM SHS
18,20117,767-4341,6661,6141.13%-52
ISHARES TR21,49117,918-3,5733352460.17%-88
NRG ENERGY INC(NRG)4,0170-4,0172080-208
PULTE GROUP INC(PHM)2,0170-2,0172080-208
INTEL CORP(INTC)4,5740-4,5742300-230
APPLE INC(AAPL)9,7969,79601,8861,6541.16%-232
ONEOK INC NEW(OKE)3,3300-3,3302340-234
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
3,9960-3,9962380-238
PALO ALTO NETWORKS INC(PANW)1,1560-1,1563410-341
PDD HOLDINGS INC(PDD)2,4010-2,4013510-351
ZSCALER INC(ZS)1,6630-1,6633680-368
BELLRING BRANDS INC(BRBR)8,3920-8,3924650-465
JABIL INC(JBL)3,8850-3,8854950-495
PAYPAL HLDGS INC(PYPL)10,7310-10,7316590-659
FAIR ISAAC CORP(FICO)8580-8589990-999
ELI LILLY & CO(LLY)2,319422-1,8971,3523220.23%-1,029
ADOBE INC(ADBE)5,4083,493-1,9153,2261,7441.22%-1,483
GOLDMAN SACHS ETF TR54,6150-54,6155,4730-5,473
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
115,3650-115,3655,8220-5,822
GOLDMAN SACHS ETF TR131,3214,938-126,3836,6012490.17%-6,352
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