Fund HoldingsThree Seasons Wealth, LLC

Total Portfolio Value
$113.71M
Total Bought
$40.89M
Total Sold
$31.43M
Net Transaction
+$9.45M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
ISHARES TR031,038+31,03802,6512.33%+2,651
ISHARES TR2,58023,798+21,2182712,9212.57%+2,650
ISHARES TR023,155+23,15502,6482.33%+2,648
ISHARES TR034,598+34,59802,6212.31%+2,621
PROSHARES TR
PSHS ULT S&P 500
038,891+38,89102,5312.23%+2,531
INNOVATOR ETFS TR
US EQTY PWR BUF
059,100+59,10002,1351.88%+2,135
SPDR GOLD TR(GLD)16,11725,157+9,0402,7634,8094.23%+2,046
INVESCO QQQ TR04,766+4,76601,9531.72%+1,953
INNOVATOR ETFS TR
US EQTY PWR BUF
052,908+52,90801,8221.60%+1,822
NVIDIA CORPORATION(NVDA)03,619+3,61901,7921.58%+1,792
ADOBE INC(ADBE)3,4145,408+1,9941,7413,2262.84%+1,486
SELECT SECTOR SPDR TR
ST STR ENERG ETF
27,87446,903+19,0292,5203,9323.46%+1,413
ELI LILLY & CO(LLY)02,319+2,31901,3521.19%+1,352
META PLATFORMS INC(META)1,6334,706+3,0734901,6661.46%+1,175
ARISTA NETWORKS INC04,610+4,61001,0860.95%+1,086
FAIR ISAAC CORP(FICO)0858+85809990.88%+999
CONSTELLATION ENERGY CORP(CEG)07,339+7,33908580.75%+858
INNOVATOR ETFS TR
US EQTY PWR BUF
021,900+21,90007690.68%+769
MICROSOFT CORP(MSFT)7,1687,674+5062,2632,8862.54%+622
ISHARES TR10,13810,412+2744,3744,9734.37%+599
XPO INC(XPO)05,731+5,73105020.44%+502
CROWDSTRIKE HLDGS INC(CRWD)01,962+1,96205010.44%+501
SUPER MICRO COMPUTER INC(SMCI)01,753+1,75304980.44%+498
JABIL INC(JBL)03,885+3,88504950.44%+495
BELLRING BRANDS INC(BRBR)08,392+8,39204650.41%+465
GAP INC(GAP)021,509+21,50904500.40%+450
INNOVATOR ETFS TR
US EQTY BUF DEC
011,375+11,37504350.38%+435
SERVICENOW INC(NOW)2,6212,666+451,4651,8841.66%+418
ZSCALER INC(ZS)01,663+1,66303680.32%+368
PDD HOLDINGS INC(PDD)02,401+2,40103510.31%+351
SALESFORCE INC(CRM)5,2525,355+1031,0651,4091.24%+344
PALO ALTO NETWORKS INC(PANW)01,156+1,15603410.30%+341
SPDR S&P 500 ETF TR(SPY)0527+52702510.22%+251
ALPHABET INC(GOOG)17,27917,905+6262,2782,5232.22%+245
INTEL CORP(INTC)04,574+4,57402300.20%+230
INNOVATOR ETFS TR
US EQTY BUF OCT
05,570+5,57002140.19%+214
PULTE GROUP INC(PHM)02,017+2,01702080.18%+208
NRG ENERGY INC(NRG)04,017+4,01702080.18%+208
FIRST TR EXCHANGE TRADED FD
TECH ALPHADEX
12,10312,084-191,3451,5481.36%+202
WORKDAY INC(WDAY)1,2951,679+3842784640.41%+185
AMAZON COM INC(AMZN)40,97235,491-5,4815,2085,3934.74%+184
GARTNER INC(IT)1,3791,421+424746410.56%+167
ISHARES TR5,4227,181+1,7593725390.47%+167
THERMO FISHER SCIENTIFIC INC(TMO)9291,177+2484716250.55%+154
APPLE INC(AAPL)10,2599,796-4631,7561,8861.66%+130
UNITEDHEALTH GROUP INC(UNH)2,1292,280+1511,0731,2001.06%+127
ISHARES TR7,3987,141-2571,8531,9791.74%+126
ZOETIS INC(ZTS)3,4343,664+2305977230.64%+126
ABBOTT LABS7,8848,078+1947648890.78%+126
FIRST TR SML CP CORE ALPHA F
COM SHS
19,28518,201-1,0841,5551,6661.47%+111
VISA INC(V)6,3886,064-3241,4691,5791.39%+109
FIRST TRUST LRGCP GWT ALPHAD
COM SHS
10,37810,113-2651,0041,1080.97%+104
ISHARES TR11,66011,152-5081,1051,2071.06%+102
ACCENTURE PLC IRELAND
SHS CLASS A
3,1353,016-1199631,0580.93%+96
FIRST TR MID CAP CORE ALPHAD
COM SHS
6,3146,31405826590.58%+78
MASTERCARD INCORPORATED(MA)3,5233,410-1131,3951,4541.28%+60
NETFLIX INC(NFLX)4,6453,708-9371,7541,8051.59%+51
FIRST TR LRG CP VL ALPHADEX
COM SHS
8,1088,10805255740.51%+49
ISHARES TR6,6506,65003994460.39%+47
INNOVATOR ETFS TR
US EQTY BUF SEP
15,48515,48505215680.50%+47
ALIGN TECHNOLOGY INC741992+2512262720.24%+46
COSTCO WHSL CORP NEW(COST)39939902252690.24%+44
INNOVATOR ETFS TR
US EQTY PWR BUF
14,35214,35204654990.44%+34
SPERO THERAPEUTICS INC015,000+15,0000220.02%+22
FIRST TR LRGE CP CORE ALPHA
COM SHS
3,7303,550-1803033200.28%+18
INNOVATOR ETFS TR
EQUITY DEF PROTN
10,43410,452+182552680.24%+14
BERKSHIRE HATHAWAY INC DEL1105315430.48%+11
SUMMIT THERAPEUTICS INC(SMMT)12,86912,869024340.03%+10
ALPHABET INC(GOOG)3,3383,162-1764374420.39%+5
VANECK ETF TRUST
PREFERRED SECURT
12,04512,04502022070.18%+4
PEPSICO INC(PEP)1,5711,57102662690.24%+3
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
3,9963,99602382380.21%-0
CHEVRON CORP NEW(CVX)1,7761,860+842992770.24%-22
ISHARES TR24,66121,491-3,1703613350.29%-26
NIKE INC(NKE)4,4743,604-8704293930.35%-37
ONEOK INC NEW(OKE)4,3353,330-1,0052752340.21%-41
AUTODESK INC3,8312,991-8407937280.64%-64
BERKSHIRE HATHAWAY INC DEL5,8805,574-3062,0601,9881.75%-72
PAYPAL HLDGS INC(PYPL)12,68010,731-1,9497416590.58%-82
AIRBNB INC7,0626,151-9119698370.74%-132
ILLUMINA INC(ILMN)2,5870-2,5873550-355
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
267,520115,365-152,15513,4245,8225.12%-7,602
GOLDMAN SACHS ETF TR132,89554,615-78,28013,3045,4734.81%-7,831
GOLDMAN SACHS ETF TR410,404131,321-279,08320,4966,6015.80%-13,895
Page 1 of 1