Fund HoldingsThree Seasons Wealth, LLC

Total Portfolio Value
$190.06M
Total Bought
$88.75M
Total Sold
$81.38M
Net Transaction
+$7.38M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
GOLDMAN SACHS ETF TR0328,395+328,395016,6308.75%+16,630
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
0325,887+325,887016,5368.70%+16,536
SPDR SER TR
ST STR BLO 1 ETF
0179,553+179,553016,4858.67%+16,485
ISHARES TR0218,367+218,36705,5162.90%+5,516
ISHARES TR045,203+45,20304,6052.42%+4,605
IRON MTN INC DEL(IRM)016,924+16,92402,0211.06%+2,021
FAIR ISAAC CORP(FICO)0869+86901,6890.89%+1,689
3M CO(MMM)011,776+11,77601,6100.85%+1,610
ISHARES TR50,95159,600+8,6494,4786,0803.20%+1,603
TARGA RES CORP(TRGP)010,654+10,65401,5770.83%+1,577
ISHARES TR47,92458,314+10,3904,5326,0593.19%+1,527
ORACLE CORP(ORCL)08,866+8,86601,5110.79%+1,511
KELLANOVA015,432+15,43201,2460.66%+1,246
APPLE INC(AAPL)9,47113,635+4,1641,9953,1771.67%+1,182
SPDR GOLD TR(GLD)35,35535,738+3837,6028,6864.57%+1,085
TESLA INC(TSLA)02,503+2,50306550.34%+655
ICU MED INC(ICUI)03,562+3,56206490.34%+649
ACI WORLDWIDE INC012,073+12,07306150.32%+615
COMMVAULT SYS INC(CVLT)03,987+3,98706130.32%+613
COCA COLA CO(KO)08,017+8,01705800.31%+580
EATON CORP PLC(ETN)01,737+1,73705760.30%+576
EXTRA SPACE STORAGE INC(EXR)03,000+3,00005410.28%+541
BLACKROCK INC(BLK)0558+55805300.28%+530
PHILLIPS 66(PSX)03,826+3,82605030.26%+503
SERVICENOW INC(NOW)2,2772,544+2671,7912,2751.20%+484
SHOPIFY INC(SHOP)10,60114,336+3,7357001,1490.60%+449
INTUITIVE SURGICAL INC0908+90804460.23%+446
COCA COLA CONS INC(COKE)0333+33304380.23%+438
MERCK & CO INC(MRK)03,547+3,54704060.21%+406
NOVARTIS AG(NVS)03,400+3,40003910.21%+391
MSCI INC(MSCI)8551,360+5054127930.42%+381
CHEVRON CORP NEW(CVX)1,8354,535+2,7002876680.35%+381
WORKDAY INC(WDAY)2,2373,441+1,2045008410.44%+341
CINTAS CORP(CTAS)01,569+1,56903230.17%+323
PAYCOM SOFTWARE INC(PAYC)01,932+1,93203220.17%+322
INNOVATOR ETFS TRUST
US EQTY PWR BUF
07,624+7,62403090.16%+309
ISHARES TR10,27810,285+75,6245,9333.12%+308
BERKSHIRE HATHAWAY INC DEL5,4995,485-142,2372,5251.33%+288
INNOVATOR ETFS TRUST
EQUI DEF PRO ETF
010,520+10,52002830.15%+283
COSTCO WHSL CORP NEW(COST)395691+2963366130.32%+277
MASTERCARD INCORPORATED(MA)4,0374,102+651,7812,0261.07%+245
INNOVATOR ETFS TRUST
US EQTY BUFR JUL
05,420+5,42002370.12%+237
INNOVATOR ETFS TRUST
EQUI DEFI 1 JULY
08,565+8,56502290.12%+229
UNITEDHEALTH GROUP INC(UNH)2,6452,688+431,3471,5720.83%+225
THERMO FISHER SCIENTIFIC INC(TMO)2,4302,526+961,3451,5630.82%+219
GLACIER BANCORP INC NEW(GBCI)04,760+4,76002180.11%+218
ACCENTURE PLC IRELAND
SHS CLASS A
3,5873,685+981,0881,3030.69%+214
LISTED FD TR
ROUN MA SEVE ETF
04,315+4,31502060.11%+206
SUMMIT THERAPEUTICS INC(SMMT)12,86912,86901002820.15%+181
ADOBE INC(ADBE)3,0883,657+5691,7161,8941.00%+178
TENET HEALTHCARE CORP(THC)4,5964,742+1466117880.41%+177
HOWMET AEROSPACE INC(HWM)18,85616,298-2,5581,4641,6340.86%+170
ZOETIS INC(ZTS)5,8185,994+1761,0091,1710.62%+163
ABBOTT LABS12,51112,714+2031,3001,4500.76%+150
VISA INC(V)8,9049,034+1302,3372,4841.31%+147
FIRST TR SML CP CORE ALPHA F
COM SHS
17,74717,293-4541,6051,7210.91%+116
GARTNER INC(IT)1,8371,850+138259380.49%+113
ISHARES TR11,15011,026-1241,1891,2900.68%+100
VANGUARD BD INDEX FDS4,0365,004+9682913760.20%+85
BERKSHIRE HATHAWAY INC DEL1106126910.36%+79
NETFLIX INC(NFLX)2,8722,829-431,9382,0071.06%+68
META PLATFORMS INC(META)1,5101,443-677618260.43%+65
FIRST TR LRG CP VL ALPHADEX
COM SHS
8,0088,00805896340.33%+44
INNOVATOR ETFS TRUST
US EQTY PWR BUF
59,10059,10002,2632,3021.21%+39
ISHARES TR6,4706,47004544920.26%+38
ELI LILLY & CO(LLY)441492+513994360.23%+37
INNOVATOR ETFS TRUST
US EQTY PWR BUF
51,40851,40801,8661,8981.00%+32
SPROUTS FMRS MKT INC(SFM)7,4445,903-1,5416236520.34%+29
INNOVATOR ETFS TRUST
EQUITY DEFINED
24,97424,97406326550.34%+23
INNOVATOR ETFS TRUST
US EQTY BUF SEP
15,48515,48506306520.34%+22
ISHARES TR35,69833,881-1,8172,0892,1111.11%+22
SPERO THERAPEUTICS INC15,00030,000+15,00020400.02%+21
FIRST TR MID CAP CORE ALPHAD
COM SHS
6,3146,014-3006857050.37%+19
INNOVATOR ETFS TRUST
US EQTY PWR BUF
21,90021,90008218390.44%+18
ISHARES TR14,26814,112-1561902070.11%+17
INNOVATOR ETFS TRUST
US EQTY PWR BUF
14,35214,35205385530.29%+15
INNOVATOR ETFS TRUST
US EQTY BUF DEC
11,37511,37504774900.26%+13
VANECK ETF TRUST
PREFERRED SECURT
12,04512,04502082200.12%+12
ISHARES TR3,5273,230-2974214320.23%+10
PEPSICO INC(PEP)1,5401,552+122542640.14%+10
INNOVATOR ETFS TRUST
EQUITY DEF PROTN
10,45210,45202802870.15%+7
INNOVATOR ETFS TRUST
EQUITY DEFINED P
8,1138,11302052120.11%+7
INNOVATOR ETFS TRUST
US EQTY PWR BUF
5,3985,39802172230.12%+6
INNOVATOR ETFS TRUST
US EQTY BUF OCT
5,5705,57002322360.12%+5
ALPHABET INC(GOOG)3,1623,477+3155765770.30%+1
AUTODESK INC977835-1422422300.12%-12
FIRST TR EXCHANGE TRADED FD
TECH ALPHADEX
11,98411,649-3351,6331,6150.85%-18
WESTERN DIGITAL CORP.(WDC)3,2853,218-672492200.12%-29
NOVO-NORDISK A S(NVO)3,6544,096+4425224880.26%-34
BROADCOM INC(AVGO)4964,402+3,9067967590.40%-37
FIRST TR LRGE CP CORE ALPHA
COM SHS
3,2752,600-6753182710.14%-47
NOVAVAX INC(NVAX)11,2870-11,2871430-143
AIRBNB INC8,9619,192+2311,3591,1660.61%-193
FIRST TRUST LRGCP GWT ALPHAD
COM SHS
10,1137,913-2,2001,2391,0400.55%-199
VERTIV HOLDINGS CO(VRT)2,3960-2,3962070-207
WILLIAMS SONOMA INC(WSM)1,0960-1,0963090-309
MICROSOFT CORP(MSFT)10,2189,783-4354,5674,2102.21%-357
NIKE INC(NKE)9,4043,423-5,9817123040.16%-408
MODERNA INC(MRNA)3,8210-3,8214540-454
KLA CORP(KLAC)5510-5514540-454
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