Fund Holdings — MONEY CONCEPTS CAPITAL CORP

Total Portfolio Value
$1.81B
Total Bought
$529.55M
Total Sold
$352.86M
Net Transaction
+$176.69M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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ISHARES TR20,8062,753,087+2,732,28146898,9395.47%+98,471
INVESCO EXCH TRADED FD TR II20,806619,748+598,94246869,4803.84%+69,012
ISHARES INC
CORE MSCI EMKT
0618,127+618,127043,1142.38%+43,114
SELECT SECTOR SPDR TR
ST STR INDL ETF
20,021194,579+174,5583,10631,4691.74%+28,364
SELECT SECTOR SPDR TR
ST STR CARE ETF
16,614208,270+191,6562,57230,5341.69%+27,963
SELECT SECTOR SPDR TR
ST STR FINL ETF
9,831546,602+536,77153826,9861.49%+26,447
ISHARES TR20,806114,644+93,83846811,5400.64%+11,073
ISHARES TR53,321167,601+114,2804,41613,8390.77%+9,423
PROSHARES TR
S&P 500 DV ARIST
37,83790,604+52,7673,9389,6050.53%+5,667
PACER FDS TR
US CASH COWS 100
35,204107,659+72,4552,1186,7350.37%+4,617
SIMPLIFY EXCHANGE TRADED FUN
MANAGED FUTURES
0152,605+152,60504,6120.26%+4,612
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
117,474138,703+21,22922,50326,6201.47%+4,117
ISHARES TR
MSCI INTL VLU FT
0102,189+102,18904,0550.22%+4,055
VANGUARD MALVERN FDS079,415+79,41503,9670.22%+3,967
VANECK ETF TRUST
MRNGSTR WDE MOAT
039,479+39,47903,8180.21%+3,818
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
40,420112,724+72,3042,0455,7050.32%+3,660
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
74,541152,155+77,6143,5307,1630.40%+3,634
BLACKROCK ETF TRUST
ISHA PR MONE ETF
036,055+36,05503,6240.20%+3,624
VILLAGE SUPER MKT INC(VLGEA)370,064391,214+21,15013,09816,5210.91%+3,423
ISHARES TR
FLTG RATE NT ETF
5,40970,763+65,3542753,6050.20%+3,330
FIRST TR EXCHNG TRADED FD VI
FT VEST UQ EQT
11,70087,811+76,1115183,8130.21%+3,295
PIMCO ETF TR
ENHAN SHRT MA AC
2,43334,317+31,8842443,4510.19%+3,207
ASTRAZENECA PLC(AZN)015,801+15,80103,0600.17%+3,060
VANGUARD INTL EQUITY INDEX F036,143+36,14302,9790.16%+2,979
CONOCOPHILLIPS(COP)021,841+21,84102,8830.16%+2,883
JOHN HANCOCK EXCHANGE TRADED
MULTIFACTR SML
062,533+62,53302,6820.15%+2,682
SELECT SECTOR SPDR TR
ST STR STAPL ETF
94,671121,295+26,6247,3549,9440.55%+2,590
CORNING INC(GLW)55,87353,353-2,5204,8927,2540.40%+2,362
DIMENSIONAL ETF TRUST
US TARGETED VLU
037,762+37,76202,3580.13%+2,358
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
80,549120,253+39,7044,6116,8160.38%+2,205
JOHNSON & JOHNSON(JNJ)50,25251,138+88610,40012,5000.69%+2,101
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
73,337112,796+39,4594,2626,2620.35%+2,000
SCHWAB STRATEGIC TR53,194114,452+61,2581,5753,4910.19%+1,916
ISHARES TR6,07537,120+31,0453952,2880.13%+1,893
ISHARES TR017,251+17,25101,8800.10%+1,880
SPDR SERIES TRUST
ST BLOO HIGH ETF
019,595+19,59501,8760.10%+1,876
INVESCO DB US DLR INDEX TR
BULLISH FD
066,257+66,25701,8410.10%+1,841
ISHARES TR050,832+50,83201,8060.10%+1,806
STATE STR SPDR S&P 500 ETF T(SPY)12,49815,881+3,3838,52310,3280.57%+1,805
SELECT SECTOR SPDR TR
ST STR ENERG ETF
74,38583,448+9,0633,3265,1120.28%+1,786
YELP INC(YELP)068,080+68,08001,6840.09%+1,684
ISHARES TR5,29523,797+18,5024612,0630.11%+1,602
MEDTRONIC PLC(MDT)40,84563,114+22,2693,9245,4690.30%+1,545
SPROTT ASSET MANAGEMENT LP(PHYS)251,289276,345+25,0568,2989,7940.54%+1,496
ISHARES SILVER TR(SLV)61,24179,561+18,3203,9455,4210.30%+1,476
LITMAN GREGORY FDS TR
IMGP DBI MAN ETF
046,356+46,35601,3980.08%+1,398
WALMART INC(WMT)63,38468,029+4,6457,0628,4550.47%+1,393
MANAGED PORTFOLIO SERIES
KENS HE PREM ETF
30,39489,665+59,2717802,1710.12%+1,391
VANGUARD WHITEHALL FDS153,066157,470+4,40421,96823,3211.29%+1,353
EA SERIES TRUST
ALPHA ARCH 1-3
011,439+11,43901,3300.07%+1,330
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S.
7,15036,366+29,2163221,6100.09%+1,288
ISHARES TR20,80673,460+52,6544681,6830.09%+1,216
VERIZON COMMUNICATIONS INC(VZ)123,682124,169+4875,0386,2330.34%+1,196
VANECK ETF TRUST
GOLD MINERS ETF
88,65895,626+6,9687,6048,7760.49%+1,171
FERMI INC(FRMI)0196,488+196,48801,1470.06%+1,147
SENECA FOODS CORP NEW(SENEA)28,98828,698-2903,2074,3370.24%+1,130
TIDAL TRUST II
ROUNDHILL GENER
017,687+17,68701,0940.06%+1,094
ISHARES TR12,70319,855+7,1522,5373,6020.20%+1,066
DUKE ENERGY CORP NEW(DUK)55,71357,987+2,2746,5307,5930.42%+1,063
ISHARES TR2,22011,825+9,6052451,3050.07%+1,061
COCA COLA CO(KO)106,863112,060+5,1977,4718,5220.47%+1,051
ISHARES TR
CORE MSCI EAFE
237,673246,444+8,77121,26222,3111.23%+1,048
SCHWAB STRATEGIC TR53,41581,491+28,0761,4652,5000.14%+1,035
ISHARES TR05,379+5,37901,0200.06%+1,020
ISHARES TR
TRS FLT RT BD
41,35861,232+19,8742,0873,1000.17%+1,013
INNOVATOR ETFS TRUST
US EQT ULTRA BF
023,466+23,46609980.06%+998
LOCKHEED MARTIN CORP(LMT)7,5327,629+973,6434,6110.25%+968
HARLEY DAVIDSON INC(HOG)64,299112,833+48,5341,3172,2810.13%+964
VISTA ENERGY S.A.B. DE C.V.(VIST)40,55638,745-1,8111,9732,9240.16%+951
PFIZER INC(PFE)248,933254,239+5,3066,1987,1390.39%+941
ISHARES TR131,169134,376+3,20715,76416,7040.92%+940
PACER FDS TR
US SM CAP CA ETF
5,00525,606+20,6012221,1490.06%+927
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
029,757+29,75709160.05%+916
INNOVATOR ETFS TRUST
US EQTY ULTRA B
12,49836,260+23,7624951,4080.08%+913
AT&T INC(T)209,012210,143+1,1315,1926,0920.34%+900
EXXON MOBIL CORP18,24518,212-332,1953,0900.17%+894
SCHWAB STRATEGIC TR336,457355,590+19,13310,11711,0090.61%+892
SOUTHERN CO(SO)59,92663,141+3,2155,2266,0940.34%+869
INNOVATOR ETFS TRUST
US EQTY ULTRA BU
022,668+22,66808450.05%+845
SCHWAB STRATEGIC TR127,883171,621+43,7384,1724,9990.28%+828
HELMERICH & PAYNE INC(HP)135,826130,293-5,5333,8954,6940.26%+799
INTUITIVE SURGICAL INC20,8062,735-18,0714681,2610.07%+793
ALLIANT ENERGY CORP(LNT)77,98381,135+3,1525,0705,8220.32%+753
MERCK & CO INC(MRK)14,35518,737+4,3821,5112,2540.12%+743
KIMBERLY-CLARK CORP(KMB)62,05972,467+10,4086,2616,9910.39%+730
DTE ENERGY CO(DTB)04,792+4,79207010.04%+701
SCHWAB STRATEGIC TR032,260+32,26006930.04%+693
AUTOMATIC DATA PROCESSING IN03,379+3,37906870.04%+687
AKAMAI TECHNOLOGIES INC(AKAM)19,62520,858+1,2331,7122,3960.13%+683
HONEYWELL INTL INC(HON)19,16319,543+3803,7394,4170.24%+679
SPDR GOLD TR(GLD)7,8558,807+9523,1133,7900.21%+677
CHEVRON CORPORATION(CVX)11,04711,403+3561,6842,3590.13%+676
HOME BANCSHARES INC(HOMB)024,632+24,63206630.04%+663
NEURAXIS INC(NRXS)222,605225,555+2,9501,0111,6690.09%+658
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
013,418+13,41806500.04%+650
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
011,027+11,02706460.04%+646
COSTCO WHOLESALE CORPORATION(COST)3,1713,382+2112,7343,3700.19%+636
GENERAL MTRS CO(GM)08,523+8,52306350.04%+635
CASEYS GEN STORES INC(CASY)2,7122,925+2131,4992,1290.12%+630
FIDELITY COVINGTON TRUST18,44631,926+13,4808141,4280.08%+614
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MONEY CONCEPTS CAPITAL CORP — 13F Holdings — Q1 2026 | TickerTrail