Fund Holdings — Alexis Investment Partners, LLC

Total Portfolio Value
$1.17B
Total Bought
$947.56M
Total Sold
$9.71M
Net Transaction
+$937.85M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q2 2025
▲▼
Q3 2025
▲▼
Change
▲▼
Q2 2025
▲▼
Q3 2025
▲▼
Weight (%)
▲▼
Change
▲▼
TJX COS INC NEW COM(TJX)8,66610,027+1,3611,069922,05578.78%+920,986
ALEXIS PRACTICAL TACTICAL ETF
ALEX PRA TAC ETF
2,832,1732,839,599+7,42691,53698,6128.42%+7,076
SPDR GOLD SHARES(GLD)30,76734,791+4,0249,26812,2641.05%+2,996
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
0-5YR HI YL CP
70,728128,813+58,0853,0445,5830.48%+2,539
ISHARES MSCI INTL MOMENTUM FACTOR ETF
MSCI INTL MOMENT
104,898143,011+38,1134,7586,8100.58%+2,052
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
ENHAN SHRT MA AC
61,86178,292+16,4316,2197,8790.67%+1,660
SPDR S&P MIDCAP 400 ETF TRUST(MDY)9,78411,138+1,3545,5436,6310.57%+1,088
VANECK SEMICONDUCTOR ETF
SEMICONDUCTR ETF
10,71812,506+1,7882,9854,0450.35%+1,060
JPMORGAN ULTRA-SHORT INCOME ETF
ULTRA SHRT ETF
159,122175,089+15,9678,0628,8840.76%+821
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIA)12,87213,734+8625,6396,3600.54%+721
NVIDIA CORPORATION COM(NVDA)11,80613,962+2,1561,8632,5500.22%+687
ISHARES SHORT TREASURY BOND ETF24,16230,285+6,1232,6683,3460.29%+678
APPLIED MATLS INC COM7,6199,763+2,1441,3962,0000.17%+605
FINANCIAL SELECT SECTOR SPDR FUND
ST STR FINL ETF
24,95033,948+8,9981,2961,8370.16%+541
CATERPILLAR INC COM(CAT)3,1183,626+5081,2021,7130.15%+512
ALPHABET INC CAP STK CL A(GOOG)3,5564,346+7906351,0610.09%+426
INDUSTRIAL SELECT SECTOR SPDR FUND
ST STR INDL ETF
10,55912,512+1,9531,5511,9170.16%+366
MICROSOFT CORP COM(MSFT)4,4164,765+3492,1942,4600.21%+266
STATE STREET SPDR S&P HOMEBUILDERS ETF
ST STR SP HOME
12,99413,772+7781,2801,5240.13%+245
MORGAN STANLEY COM NEW(MS)01,254+1,25401990.02%+199
VANGUARD S&P 500 ETF0302+30201850.02%+185
INVESCO S&P 500 TOP 50 ETF
S&P 500 TOP 50
02,860+2,86001650.01%+165
MARRIOTT INTL INC NEW CL A(MAR)2,7223,394+6727449050.08%+161
FUNDX ETF02,000+2,00001570.01%+157
SCHWAB U.S. LARGE-CAP ETF04,506+4,50601190.01%+119
ISHARES CORE S&P 500 ETF0166+16601110.01%+111
LOCKHEED MARTIN CORP COM(LMT)0207+20701030.01%+103
VANGUARD TOTAL STOCK MARKET ETF0310+31001020.01%+102
ROSS STORES INC COM(ROST)0559+5590850.01%+85
ISHARES GOLD TRUST(IAU)01,150+1,1500840.01%+84
CISCO SYS INC COM(CSCO)10,03811,381+1,3436897710.07%+82
ADVANCED MICRO DEVICES INC COM(AMD)0450+4500730.01%+73
VANGUARD HEALTH CARE ETF
HEALTH CAR ETF
0240+2400620.01%+62
STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF
ST STR SP600 SML
01,280+1,2800590.01%+59
ISHARES CORE S&P MID-CAP ETF20,32020,210-1101,2601,3190.11%+59
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF0378+3780550.00%+55
ISHARES MSCI EAFE ETF0549+5490510.00%+51
ISHARES U.S. HOME CONSTRUCTION ETF3,9933,930-633724210.04%+49
SPDR S&P 500 ETF TRUST(SPY)99299206136610.06%+48
UNITED RENTALS INC COM(URI)040+400380.00%+38
VANGUARD MID-CAP GROWTH ETF0109+1090320.00%+32
TR ACTIVEBETA US LARGE CAP EQUITY ETF0204+2040270.00%+27
TESLA INC COM(TSLA)4,0733,031-1,0421,3181,3440.11%+25
ISHARES S&P MID-CAP 400 VALUE ETF5,0935,043-506296540.06%+25
BROADCOM INC COM(AVGO)072+720240.00%+24
JPMORGAN CHASE & CO. COM(JPM)071+710220.00%+22
ISHARES RUSSELL 1000 VALUE ETF2,3642,36404594810.04%+22
MGM RESORTS INTERNATIONAL COM(MGM)0396+3960140.00%+14
ISHARES MSCI USA MIN VOL FACTOR ETF
MSCI USA MIN ETF
0142+1420140.00%+14
ANALOG DEVICES INC COM(ADI)054+540130.00%+13
AFLAC INC COM(AFL)0114+1140130.00%+13
HEWLETT PACKARD ENTERPRISE CO COM(HPE)0500+5000120.00%+12
BLACKROCK INC COM(BLK)010+100120.00%+12
AUTOMATIC DATA PROCESSING INC COM038+380110.00%+11
CHUBB LIMITED COM
COM
039+390110.00%+11
HONEYWELL INTL INC COM(HON)049+490100.00%+10
ABBOTT LABS COM077+770100.00%+10
CHEVRON CORP NEW COM(CVX)064+640100.00%+10
GENERAL DYNAMICS CORP COM(GD)029+290100.00%+10
COSTCO WHSL CORP NEW COM(COST)010+10090.00%+9
AMGEN INC COM(AMGN)031+31090.00%+9
PAYCHEX INC COM(PAYX)064+64080.00%+8
GE AEROSPACE COM NEW(GE)026+26080.00%+8
S&P GLOBAL INC COM(SPGI)016+16080.00%+8
TECHNOLOGY SELECT SECTOR SPDR FUND
ST STR TECHN ETF
025+25070.00%+7
WALMART INC COM(WMT)068+68070.00%+7
HOLOGIC INC COM0100+100070.00%+7
GRAINGER W W INC COM(GWW)07+7070.00%+7
CRISPR THERAPEUTICS AG NAMEN AKT(CRSP)098+98060.00%+6
ELI LILLY & CO COM(LLY)06+6050.00%+5
MERCK & CO INC COM(MRK)050+50040.00%+4
AMERICAN TOWER CORP NEW COM(AMT)018+18030.00%+3
AMAZON COM INC COM(AMZN)015+15030.00%+3
GENERAL MTRS CO COM(GM)041+41030.00%+3
NOVO-NORDISK A S ADR(NVO)036+36020.00%+2
JOHNSON & JOHNSON COM(JNJ)010+10020.00%+2
NUCOR CORP COM(NUE)09+9010.00%+1
FORD MTR CO COM(F)0100+100010.00%+1
FORTINET INC COM(FTNT)010+10010.00%+1
ATARA BIOTHERAPEUTICS INC COM NEW015+15000.00%0
RESIDEO TECHNOLOGIES INC COM(REZI)02+2000.00%0
XENETIC BIOSCIENCES INC COM(XBIO)025+25000.00%0
ALLBIRDS INC CL A NEW(BIRD)010+10000.00%0
GARRETT MOTION INC COM(GTX)01+1000.00%0
VISA INC COM CL A(V)4,3714,496+1251,5311,5310.13%-0
APPLE INC COM(AAPL)10,8118,469-2,3422,1952,1560.18%-39
COLUMBIA DIVERSIFIED FIXED INCOME ALLOCATION ETF
DIVERSIFID FXD
11,6008,300-3,3002111530.01%-58
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF17,35016,050-1,3009158510.07%-64
HOME DEPOT INC COM(HD)2,8792,251-6281,0609140.08%-145
Freeport-McMoRan Inc(FCX)19,04218,331-7118356800.06%-155
VANGUARD DIVIDEND APPRECIATION ETF40,25637,191-3,0658,1877,9910.68%-196
ISHARES GLOBAL 100 ETF84,22173,338-10,8839,0618,7530.75%-309
Vanguard Growth ETF14,58312,125-2,4586,3575,7960.50%-560
Meta Platforms Inc(META)1,0420-1,0427640—-764
XTRACKERS MSCI EAFE HEDGED EQUITY ETF171,836145,950-25,8867,5576,7550.58%-801
VANGUARD MEGA CAP GROWTH ETF23,21018,741-4,4698,4567,5080.64%-948
Oracle Corp(ORCL)4,5400-4,5409540—-954
ISHARES MSCI USA MOMENTUM FACTOR ETF
MSCI USA MMENTM
36,49529,669-6,8268,6827,5870.65%-1,095
INVESCO S&P 500 EQUAL WEIGHT ETF
S&P500 EQL WGT
46,97236,349-10,6238,5066,8820.59%-1,624
INVESCO QQQ TRUST SERIES I15,80711,413-4,3948,6806,8400.58%-1,839
Page 1 of 1