Fund HoldingsMONEY CONCEPTS CAPITAL CORP

Total Portfolio Value
$1.19B
Total Bought
$241.42M
Total Sold
$152.16M
Net Transaction
+$89.26M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
0695,394+695,394079,2686.66%+79,268
LISTED FD TR
ROUN MA SEVE ETF
01,038,138+1,038,138046,8303.93%+46,830
INVESCO EXCH TRADED FD TR II226,430373,817+147,38720,58531,7892.67%+11,205
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
0284,313+284,31308,2220.69%+8,222
ISHARES TR083,994+83,99408,1530.68%+8,153
APPLE INC(AAPL)0123,162+123,162025,9402.18%+25,940
NVIDIA CORPORATION(NVDA)4,42968,840+64,4114,0028,5040.71%+4,502
DBX ETF TR0112,974+112,97404,6820.39%+4,682
SPDR SER TR
ST INTER ETF
0146,288+146,28804,0990.34%+4,099
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
120,771145,671+24,90020,45523,9312.01%+3,476
VANGUARD WHITEHALL FDS135,821167,603+31,78216,43319,8781.67%+3,445
ISHARES TR
MSCI USA QLT FCT
70,47685,155+14,67911,58314,5411.22%+2,958
SCHWAB STRATEGIC TR050,348+50,34803,2350.27%+3,235
INVESCO QQQ TR66,83267,911+1,07929,67432,5372.73%+2,863
SPDR SER TR
ST STR P500ETF
089,199+89,19905,7090.48%+5,709
ARISTA NETWORKS INC047,276+47,276016,5691.39%+16,569
INVESCO EXCH TRADED FD TR II055,512+55,51204,8550.41%+4,855
SPDR SER TR
ST STR SP BIOT
142,977169,175+26,19813,56715,6841.32%+2,117
RBB FD INC
F/M US TREASURY
77,991119,695+41,7043,9025,9870.50%+2,085
AMERICAN CENTY ETF TR023,909+23,90902,0550.17%+2,055
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
048,799+48,79902,7080.23%+2,708
VANGUARD INDEX FDS67,72369,135+1,41232,55534,5772.90%+2,022
SELECT SECTOR SPDR TR
ST STR TECHN ETF
58,69562,368+3,67312,22414,1091.19%+1,885
ISHARES TR021,347+21,34701,8810.16%+1,881
AMAZON COM INC(AMZN)93,09196,313+3,22216,79218,6121.56%+1,821
ISHARES TR018,926+18,92601,7850.15%+1,785
MICROSOFT CORP(MSFT)70,02569,880-14529,46131,2332.62%+1,772
CINTAS CORP(CTAS)03,971+3,97102,7810.23%+2,781
ELI LILLY & CO(LLY)13,50013,195-30510,50211,9471.00%+1,444
SIMPLIFY EXCHANGE TRADED FUN
MANAGED FUTURES
039,673+39,67301,0680.09%+1,068
MODERNA INC(MRNA)016,864+16,86402,0030.17%+2,003
WISDOMTREE TR(WT)135,989139,398+3,40914,75515,7271.32%+972
SPROTT PHYSICAL SILVER TR(PSLV)0612,398+612,39806,0810.51%+6,081
VANECK ETF TRUST
SEMICONDUCTR ETF
10,17212,246+2,0742,2893,1920.27%+904
VIKING HOLDINGS LTD(VIK)023,080+23,08007830.07%+783
J P MORGAN EXCHANGE TRADED F
HEDG EQU LAD ETF
012,398+12,39807260.06%+726
SAREPTA THERAPEUTICS INC(SRPT)27,43027,023-4073,5514,2700.36%+719
DAKTRONICS INC(DAKT)0168,892+168,89202,3560.20%+2,356
CLEANSPARK INC(CLSK)039,380+39,38006280.05%+628
VANGUARD INTL EQUITY INDEX F153,918160,784+6,8666,4297,0360.59%+607
FORTINET INC(FTNT)017,180+17,18001,0350.09%+1,035
PAYPAL HLDGS INC(PYPL)014,140+14,14008210.07%+821
SPDR SER TR
ST STR P500GRW
39,86843,649+3,7812,9163,4980.29%+581
SPDR SER TR
ST STR BLO 1 ETF
019,372+19,37201,7780.15%+1,778
ISHARES TR106,723115,712+8,98911,79512,3421.04%+547
ISHARES TR
CORE MSCI EAFE
144,601154,805+10,20410,73211,2450.94%+513
CORNING INC(GLW)079,962+79,96203,1070.26%+3,107
ISHARES TR
CORE DIV GRWTH
08,046+8,04604640.04%+464
BROADCOM INC(AVGO)1,6081,614+62,1312,5910.22%+460
KIMBERLY-CLARK CORP(KMB)46,17846,491+3135,9736,4250.54%+452
SPDR SER TR
ST STR SP AERO
03,085+3,08504320.04%+432
ISHARES TR040,006+40,00609290.08%+929
SELECT SECTOR SPDR TR
ST STR STAPL ETF
83,55588,741+5,1866,3806,7960.57%+416
FIDELITY COMWLTH TR044,123+44,12303,0860.26%+3,086
COSTCO WHSL CORP NEW(COST)02,949+2,94902,5070.21%+2,507
VANECK ETF TRUST
GOLD MINERS ETF
091,868+91,86803,1170.26%+3,117
SPDR S&P 500 ETF TR(SPY)15,23915,310+717,9718,3320.70%+361
VANGUARD BD INDEX FDS013,311+13,31109590.08%+959
VANECK ETF TRUST
FALLEN ANGEL HG
0162,191+162,19104,5900.39%+4,590
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
03,844+3,84403610.03%+361
FIRST TRUST LRGCP GWT ALPHAD
COM SHS
8,02110,825+2,8049891,3260.11%+338
PALO ALTO NETWORKS INC(PANW)03,764+3,76401,2760.11%+1,276
ALPHABET INC(GOOG)010,912+10,91202,0020.17%+2,002
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
06,424+6,42403110.03%+311
VANGUARD INDEX FDS012,598+12,59802,0210.17%+2,021
AMGEN INC(AMGN)09,279+9,27902,8990.24%+2,899
ADOBE INC(ADBE)05,953+5,95303,3070.28%+3,307
ISHARES GOLD TR(IAU)06,488+6,48802850.02%+285
FRANKLIN TEMPLETON ETF TR
INCOME EQT FOCUS
05,239+5,23902820.02%+282
RBB FD INC
US TRSRY 6 MNTH
05,623+5,62302820.02%+282
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
022,809+22,80901,1510.10%+1,151
PFIZER INC(PFE)0191,923+191,92305,3700.45%+5,370
SOUTHERN CO(SO)050,585+50,58503,9240.33%+3,924
WALMART INC(WMT)030,539+30,53902,0680.17%+2,068
ISHARES TR26,89127,483+5922,0122,2760.19%+264
ASTRAZENECA PLC(AZN)034,678+34,67802,7050.23%+2,705
ISHARES TR
MSCI USA MIN ETF
115,548118,120+2,5729,6589,9170.83%+260
ISHARES TR038,233+38,23304,0830.34%+4,083
COCA COLA CO(KO)090,605+90,60505,7670.48%+5,767
OLD DOMINION FREIGHT LINE IN(ODFL)01,404+1,40402480.02%+248
COLGATE PALMOLIVE CO(CL)38,41138,197-2143,4593,7070.31%+248
VANECK MERK GOLD TR(OUNZ)253,275252,879-3965,4405,6800.48%+239
ISHARES TR26,62026,858+2382,2482,4850.21%+238
INVESCO EXCH TRADED FD TR II
S&P ULTRA DIVIDE
05,189+5,18902320.02%+232
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
032,124+32,12401,0720.09%+1,072
SPDR SER TR
ST STR AGGRE ETF
679,958694,156+14,19817,18917,4161.46%+227
SPDR SER TR
ST STR P500VAL
51,07357,079+6,0062,5592,7820.23%+223
ISHARES TR036,872+36,87203,0020.25%+3,002
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
02,850+2,85002180.02%+218
INNOVATOR ETFS TRUST
US EQT ULTRA BF
017,962+17,96205840.05%+584
PROSHARES TR
S&P TECH DIVIDEN
02,903+2,90302170.02%+217
GE VERNOVA INC(GEV)01,258+1,25802160.02%+216
VANGUARD BD INDEX FDS02,858+2,85802140.02%+214
SCHWAB STRATEGIC TR26,13526,119-162,4232,6340.22%+211
SELECT SECTOR SPDR TR
ST STR UTIL ETF
03,063+3,06302090.02%+209
INNOVATOR ETFS TRUST
US EQT ULTRA BF
018,287+18,28705310.04%+531
INTUITIVE SURGICAL INC03,240+3,24001,4410.12%+1,441
SPDR SER TR
ST STR PR SP1500
0279,170+279,170018,5231.56%+18,523
PALANTIR TECHNOLOGIES INC(PLTR)028,645+28,64507260.06%+726
INNOVATOR ETFS TRUST
US EQTY ULTRA B
036,071+36,07101,2360.10%+1,236
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