Fund HoldingsAMERIFLEX GROUP, INC.

Total Portfolio Value
$244.73M
Total Bought
$52.79M
Total Sold
$13.94M
Net Transaction
+$38.85M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ADVANCED MICRO DEVICES INC(AMD)7,5026,894-6081,5264,0051.64%+2,479
NVIDIA CORPORATION(NVDA)60,87564,451+3,57610,61712,8965.27%+2,279
APPLE INC(AAPL)52,76854,111+1,34313,39215,6586.40%+2,266
MICRON TECHNOLOGY INC(MU)1,3012,305+1,0044402,6601.09%+2,221
SEI High Yield Bond & Alternative Credit ETF072,155+72,15501,8160.74%+1,816
VANGUARD INDEX FDS8,7989,744+9465,2576,6922.73%+1,435
APPLIED MATLS INC3,3893,291-981,1582,3790.97%+1,221
ALPHABET INC(GOOG)13,68214,373+6913,9255,0782.08%+1,154
INTERNATIONAL BUSINESS MACHS(IBM)2,4646,213+3,7495971,7470.71%+1,150
INVESCO QQQ TR5,1535,476+3232,9744,0331.65%+1,058
ISHARES TR4,87211,708+6,8361671,1790.48%+1,012
INTEL CORP(INTC)8,4829,492+1,0103741,3250.54%+951
WESTERN DIGITAL CORP(WDC)5821,661+1,0791571,0610.43%+903
CATERPILLAR INC(CAT)1,8782,080+2021,3312,2150.91%+884
FIRST TR EXCHANGE-TRADED FD
WTR ETF
1707,961+7,791188720.36%+854
TAIWAN SEMICONDUCTOR MANUFAC(TSM)1,3052,632+1,3274411,2570.51%+816
ISHARES TR1,6832,513+8301,0991,8820.77%+783
ALPHABET INC(GOOG)9,0409,286+2462,6003,3181.36%+719
AMAZON COM INC(AMZN)18,18518,574+3893,7874,4271.81%+640
PROSHARES TR
S&P 500 DV ARIST
32,92973,539+40,6103,4914,1301.69%+639
PALO ALTO NETWORKS INC(PANW)3,8293,395-4346141,1580.47%+544
WALMART INC(WMT)4,4479,546+5,0995531,0810.44%+528
HONEYWELL INTL INC02,056+2,05604600.19%+460
HONEYWELL AEROSPACE INC02,056+2,05604550.19%+455
SEI Select International Equity ETF
SELE INTL EQ ETF
012,658+12,65804490.18%+449
SEI DBi Multi-Strategy Alternative ETF
DBI MULTI-STRGY
016,440+16,44004360.18%+436
SCHWAB STRATEGIC TR29,14537,561+8,4168491,2710.52%+422
STATE STR SPDR S&P 500 ETF T(SPY)4,5514,521-302,9603,3761.38%+416
SPACE EXPLORATION TECHN CORP02,414+2,41404120.17%+412
GE VERNOVA INC(GEV)1,3291,318-111,1601,5490.63%+389
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
12,34215,179+2,8378431,2300.50%+388
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,0592,772+1,7131415280.22%+387
LAM RESEARCH CORP(LRCX)3,0502,367-6836521,0260.42%+374
ISHARES TR017,441+17,44103570.15%+357
GE AEROSPACE(GE)3,9763,966-101,1281,4820.61%+354
CISCO SYS INC(CSCO)8,1328,297+1656319750.40%+344
BROADCOM INC(AVGO)8,5567,909-6472,6482,9871.22%+339
UNION PAC CORP(UNP)11,02711,066+392,6753,0101.23%+334
Gladstone Land Corp(LAND)038,578+38,57803290.13%+329
DELL TECHNOLOGIES INC(DELL)8511,070+2191404620.19%+322
VANGUARD INDEX FDS2034,744+4,541894090.17%+320
ISHARES TR1,0211,02103366540.27%+319
DELTA AIR LINES INC(DAL)10,60810,867+2597051,0180.42%+313
SCHWAB STRATEGIC TR4,30612,188+7,8821314240.17%+293
FIRST TR EXCH TRD ALPHDX FD
DEV MRK EX US
1143,184+3,070103010.12%+292
INTUITIVE SURGICAL INC4,8721,137-3,7351674520.18%+285
VANGUARD MUN BD FDS05,530+5,53002800.11%+280
FIRST TR EXCHANGE-TRADED FD
GBL WND ENRG ETF
011,151+11,15102790.11%+279
PACER FDS TR
US CASH COWS 100
8,06512,585+4,5205057830.32%+278
ELI LILLY &CO(LLY)689759+706349100.37%+277
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
05,060+5,06002640.11%+264
VANGUARD INDEX FDS3,0663,335+2699831,2340.50%+250
VANGUARD INDEX FDS7391,801+1,0621453920.16%+248
MICROSOFT CORP(MSFT)7,7858,385+6002,8823,1281.28%+246
FIRST TR EXCHANGE-TRADED FD4,8726,708+1,8361674110.17%+245
TESLA INC(TSLA)4,3684,434+661,6241,8650.76%+241
SPDR SERIES TRUST
ST STR P500GRW
6802,573+1,893673060.13%+240
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
7,42911,374+3,9452995370.22%+238
iShares Short-Term National Muni Bond ETF02,166+2,16602310.09%+231
ISHARES TR14,03615,251+1,2159481,1760.48%+228
CORNING INC(GLW)2,5012,216-2853405660.23%+226
ACHIEVE LIFE SCIENCE INC033,598+33,59802190.09%+219
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
04,943+4,94302060.08%+206
TEXAS INSTRS INC(TXN)1,8511,896+453595650.23%+206
SCHWAB STRATEGIC TR38,97544,089+5,1141,1961,3980.57%+202
SEI Select Emerging Markets Equity ETF
SELECT EMERGING
04,987+4,98702000.08%+200
VANGUARD WORLD FD
INF TECH ETF
6945,714+5,0204846830.28%+199
SEI Select Small Cap ETF
SELE SMAL CA ETF
05,866+5,86601970.08%+197
ISHARES TR2,5172,588+714576530.27%+196
VANGUARD BD INDEX FDS3843,049+2,665282240.09%+196
ISHARES TR
CORE MSCI INTL
7442,835+2,091622520.10%+190
VANGUARD INDEX FDS4,8604,696-1641,2511,4380.59%+188
ISHARES INC
CORE MSCI EMKT
1,2653,326+2,061882760.11%+187
UNITEDHEALTH GROUP INC(UNH)1,2131,228+153285100.21%+182
INNOVATOR ETFS TRUST
QUITY MANAGD FLR
04,720+4,72001820.07%+182
VANGUARD STAR FDS2,4834,353+1,8701913720.15%+181
BERKSHIRE HATHAWAY INC DEL4,4134,581+1682,1152,2920.94%+178
COCA COLA CO(KO)26,65627,106+4502,0272,2030.90%+176
ASML HLDG NV
N Y REGISTRY SHS
232242+103064810.20%+175
CAPITAL GROUP CORE EQUITY ET
SHS CREAT UNIT
2,3755,978+3,603912660.11%+175
CROWDSTRIKE HLDGS INC(CRWD)452460+81763510.14%+175
VANGUARD TAX-MANAGED FDS2,2604,324+2,0641453080.13%+163
ISHARES TR
CORE MSCI EAFE
1,1542,718+1,5641052620.11%+158
FIRST TR EXCHANGE-TRADED FD6,3627,949+1,5875907470.31%+156
ISHARES TR8082,245+1,437862420.10%+156
PACER FDS TR
GLOBL CASH ETF
03,554+3,55401540.06%+154
INVESCO EXCHANGE TRADED FD T
DORS WRI MOM ETF
251,025+1,00031560.06%+153
AXSOME THERAPEUTICS INC.(AXSM)387887+500652170.09%+152
VANGUARD ADMIRAL FDS INC7185,360+4,6422934430.18%+150
VANGUARD SPECIALIZED FUNDS3,5573,857+3007659130.37%+148
SANDISK CORP(SNDK)5278+26331770.07%+144
ISHARES TR1,4791,697+2183675100.21%+143
MGM RESORTS INTERNATIONAL(MGM)11,69511,952+2574335710.23%+139
ABBVIE INC(ABBV)3,8153,842+278309670.40%+137
VISA INC(V)9901,267+2772994350.18%+136
PACER FDS TR
US SM CAP CA ETF
5,1587,241+2,0832313660.15%+135
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
39,69740,383+6861,3411,4750.60%+135
PACER FDS TR
TRENDP US LAR CP
3,5165,446+1,9301843170.13%+133
JANUS DETROIT STR TR
HENDRSON AAA CL
10,65013,221+2,5715366680.27%+131
JPMORGAN CHASE &CO(JPM)3,1863,245+599371,0620.43%+125
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