Fund Holdings

AMERIFLEX GROUP, INC.

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
APPLE INC COM(AAPL)076,787+76,787019,552,1727.33%+19,552,172
NVIDIA CORPORATION COM(NVDA)089,820+89,820016,758,6166.28%+16,758,616
VANGUARD INDEX FDS S&P 500 ETF SHS016,320+16,32009,994,0423.75%+9,994,042
MICROSOFT CORP COM(MSFT)012,524+12,52406,486,7742.43%+6,486,774
BROADCOM INC COM(AVGO)018,589+18,58906,132,8282.30%+6,132,828
COSTCO WHSL CORP NEW COM(COST)06,175+6,17505,715,8392.14%+5,715,839
UNION PAC CORP COM(UNP)022,235+22,23505,255,6821.97%+5,255,682
AMAZON COM INC COM(AMZN)023,662+23,66205,195,4651.95%+5,195,465
PROSHARES TR S&P 500 DV ARIST049,104+49,10405,061,1491.90%+5,061,149
ALPHABET INC CAP STK CL C(GOOG)018,235+18,23504,441,1291.67%+4,441,129
BERKSHIRE HATHAWAY INC DEL CL B NEW08,402+8,40204,224,0211.58%+4,224,021
ALPHABET INC CAP STK CL A(GOOG)017,331+17,33104,213,0881.58%+4,213,088
SPDR S&P 500 ETF TR TR UNIT(SPY)05,944+5,94403,959,7741.48%+3,959,774
INVESCO QQQ TR UNIT SER 106,520+6,52003,914,4121.47%+3,914,412
FIDELITY NATIONAL FINANCIAL COM SHS(FNF)057,338+57,33803,468,3761.30%+3,468,376
PROCTER AND GAMBLE CO COM(PG)021,631+21,63103,323,6151.25%+3,323,615
BROWN & BROWN INC COM(BRO)035,180+35,18003,299,5321.24%+3,299,532
META PLATFORMS INC CL A(META)04,307+4,30703,162,6521.19%+3,162,652
VANGUARD INDEX FDS MCAP GR IDXVIP010,674+10,67403,135,9141.18%+3,135,914
NETFLIX INC COM(NFLX)01,980+1,98002,373,8620.89%+2,373,862
ISHARES TR CORE S&P500 ETF03,533+3,53302,364,8750.89%+2,364,875
INTERDIGITAL INC COM(IDCC)06,654+6,65402,297,1600.86%+2,297,160
CHEVRON CORP NEW COM(CVX)014,293+14,29302,219,6370.83%+2,219,637
JPMORGAN CHASE & CO. COM(JPM)06,306+6,30601,989,2100.75%+1,989,210
TESLA INC COM(TSLA)03,842+3,84201,708,6140.64%+1,708,614
ISHARES TR SELECT DIVID ETF011,428+11,42801,623,9190.61%+1,623,919
VANGUARD INDEX FDS TOTAL STK MKT04,934+4,93401,619,1910.61%+1,619,191
ISHARES TR CORE 60/40 BALAN025,014+25,01401,610,4010.60%+1,610,401
EXXON MOBIL CORP COM014,089+14,08901,588,5250.60%+1,588,525
VANGUARD SPECIALIZED FUNDS DIV APP ETF07,076+7,07601,526,9300.57%+1,526,930
SELECT SECTOR SPDR TR ENERGY015,951+15,95101,425,0550.53%+1,425,055
XCEL ENERGY INC COM(XEL)017,306+17,30601,395,7290.52%+1,395,729
KROGER CO COM(KR)020,158+20,15801,358,8510.51%+1,358,851
HOME DEPOT INC COM(HD)03,196+3,19601,295,1460.49%+1,295,146
FIRST TR EXCHANGE-TRADED FD SHS027,211+27,21101,258,2210.47%+1,258,221
MAIN STREET CAPITAL CORP(MAIN)019,662+19,66201,250,3070.47%+1,250,307
APPLIED MATLS INC COM05,858+5,85801,199,4310.45%+1,199,431
LOWES COS INC COM(LOW)04,706+4,70601,182,6650.44%+1,182,665
PALANTIR TECHNOLOGIES INC CL A(PLTR)06,400+6,40001,167,4880.44%+1,167,488
SCHWAB STRATEGIC TR US LCAP GR ETF036,255+36,25501,156,8880.43%+1,156,888
CATERPILLAR INC COM(CAT)02,362+2,36201,127,1730.42%+1,127,173
DELTA AIR LINES INC DEL COM NEW(DAL)019,780+19,78001,122,5130.42%+1,122,513
SPDR GOLD TR GOLD SHS(GLD)02,904+2,90401,032,2850.39%+1,032,285
BLACKSTONE INC COM(BX)05,955+5,95501,017,3410.38%+1,017,341
PACER FDS TR ARISTOTLE PACIFI021,192+21,19201,004,2890.38%+1,004,289
PIMCO DYNAMIC INCOME FUND(PDI)050,230+50,2300994,5540.37%+994,554
ISHARES TR U.S. TECH ETF05,034+5,0340986,0020.37%+986,002
ALTRIA GROUP INC COM(MO)014,644+14,6440967,3830.36%+967,383
VANGUARD INDEX FDS SMALL CP ETF03,792+3,7920964,2300.36%+964,230
MGM RESORTS INTERNATIONAL COM(MGM)027,576+27,5760955,7840.36%+955,784
ALBEMARLE CORP COM(ALB)011,748+11,7480952,5280.36%+952,528
ABBVIE INC COM(ABBV)04,034+4,0340934,0320.35%+934,032
VANGUARD WORLD FD INF TECH ETF01,225+1,2250914,7190.34%+914,719
FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV013,485+13,4850907,0120.34%+907,012
SELECT SECTOR SPDR TR FINANCIAL016,767+16,7670903,2620.34%+903,262
US BANCORP DEL COM NEW(USB)017,934+17,9340866,7500.32%+866,750
AT&T INC COM(T)030,388+30,3880858,1540.32%+858,154
D-WAVE QUANTUM INC COM(QBTS)033,850+33,8500836,4340.31%+836,434
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS(TSM)02,974+2,9740830,6080.31%+830,608
ISHARES TR US HLTHCARE ETF014,098+14,0980827,8260.31%+827,826
NORTHROP GRUMMAN CORP COM(NOC)01,350+1,3500822,5820.31%+822,582
PHILLIPS EDISON & CO INC COMMON STOCK(PECO)023,942+23,9420821,9290.31%+821,929
PALO ALTO NETWORKS INC COM(PANW)03,970+3,9700808,3710.30%+808,371
INTERNATIONAL BUSINESS MACHS COM(IBM)02,864+2,8640808,1060.30%+808,106
OWL ROCK CAPITAL CORPORATION COM(OBDC)062,244+62,2440794,8560.30%+794,856
UNITEDHEALTH GROUP INC COM(UNH)02,238+2,2380772,9350.29%+772,935
CISCO SYS INC COM(CSCO)011,184+11,1840765,2090.29%+765,209
DUKE ENERGY CORP NEW COM NEW(DUK)06,142+6,1420760,0730.28%+760,073
INNOVATOR ETFS TRUST US EQTY PWR BUF017,910+17,9100736,9970.28%+736,997
JOHNSON & JOHNSON COM(JNJ)03,969+3,9690736,0150.28%+736,015
FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED021,992+21,9920734,9730.28%+734,973
ISHARES TR IBOXX INV CP ETF06,477+6,4770721,9450.27%+721,945
FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF07,636+7,6360715,0790.27%+715,079
SCHWAB STRATEGIC TR US DIVIDEND EQ026,137+26,1370713,5360.27%+713,536
ELI LILLY & CO COM(LLY)0925+9250705,4930.26%+705,493
ISHARES TR RUS TP200 GR ETF02,504+2,5040685,3300.26%+685,330
CAPITAL GROUP GROWTH ETF SHS CREATION UNI015,420+15,4200677,2460.25%+677,246
MERCK & CO INC COM(MRK)08,058+8,0580676,3080.25%+676,308
HONEYWELL INTL INC COM(HON)03,096+3,0960651,7080.24%+651,708
INVESCO EXCHANGE TRADED FD T S&P500 QUALITY08,776+8,7760643,1630.24%+643,163
GE VERNOVA INC COM(GEV)01,036+1,0360637,0620.24%+637,062
VERIZON COMMUNICATIONS INC COM(VZ)014,384+14,3840632,1890.24%+632,189
VISA INC COM CL A(V)01,846+1,8460630,3310.24%+630,331
THERMO FISHER SCIENTIFIC INC COM(TMO)01,256+1,2560609,1850.23%+609,185
ISHARES TR 7-10 YR TRSY BD06,308+6,3080608,4700.23%+608,470
ASTRAZENECA PLC SPONSORED ADR(AZN)07,792+7,7920597,8190.22%+597,819
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F01,363+1,3630593,3900.22%+593,390
GLADSTONE INVT CORP COM042,338+42,3380585,1110.22%+585,111
INNOVATOR ETFS TRUST US EQTY PWR BF013,758+13,7580584,3020.22%+584,302
WALMART INC COM(WMT)05,666+5,6660583,9180.22%+583,918
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM09,844+9,8440562,0690.21%+562,069
SALESFORCE INC COM(CRM)02,356+2,3560558,3720.21%+558,372
ORACLE CORP COM(ORCL)01,980+1,9800556,8550.21%+556,855
ISHARES TR ISHARES SEMICDTR02,042+2,0420553,6270.21%+553,627
ASML HOLDING N V N Y REGISTRY SHS0556+5560538,3010.20%+538,301
CORNERSTONE STRATEGI COM PAR $0(CLM)064,600+64,6000534,8880.20%+534,888
AMGEN INC COM(AMGN)01,847+1,8470521,1710.20%+521,171
TEXAS INSTRS INC COM(TXN)02,830+2,8300519,8910.19%+519,891
PHILIP MORRIS INTL INC COM(PM)03,165+3,1650513,3540.19%+513,354
INTEL CORP COM(INTC)015,245+15,2450511,4750.19%+511,475
Page 1 of 22