Fund HoldingsMONEY CONCEPTS CAPITAL CORP

Total Portfolio Value
$1.50B
Total Bought
$217.77M
Total Sold
$101.93M
Net Transaction
+$115.84M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
INVESCO EXCH TRADED FD TR II798,446994,382+195,93673,880111,8387.48%+37,958
LISTED FDS TR
ROUN MA SEVE ETF
01,221,775+1,221,775067,7724.53%+67,772
ISHARES TR088,161+88,16109,5050.64%+9,505
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
041,703+41,70309,4710.63%+9,471
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
0465,289+465,289059,8504.00%+59,850
VANGUARD INDEX FDS077,398+77,398043,9642.94%+43,964
ISHARES TR
CORE MSCI TOTAL
086,657+86,65706,6990.45%+6,699
SPDR SERIES TRUST
ST STR P500ETF
0187,501+187,501013,6290.91%+13,629
SELECT SECTOR SPDR TR
ST STR TECHN ETF
073,049+73,049018,4981.24%+18,498
ISHARES TR020,126+20,126012,4960.84%+12,496
MICROSOFT CORP(MSFT)039,559+39,559019,6771.32%+19,677
ISHARES TR
CORE MSCI EAFE
167,797204,601+36,80412,69417,0801.14%+4,386
ISHARES TR02,259,905+2,259,905070,1804.69%+70,180
NVIDIA CORPORATION(NVDA)080,118+80,118012,6580.85%+12,658
NOVO-NORDISK A S(NVO)055,783+55,78303,8500.26%+3,850
ISHARES TR423,388430,145+6,75753,33456,8393.80%+3,505
ALPHABET INC(GOOG)026,940+26,94004,7790.32%+4,779
PALANTIR TECHNOLOGIES INC(PLTR)51,27651,041-2354,3286,9580.47%+2,630
ACCENTURE PLC IRELAND
SHS CLASS A
08,705+8,70502,6020.17%+2,602
ISHARES TR
CORE DIVID ETF
31,04080,815+49,7751,5064,0670.27%+2,561
SCHWAB STRATEGIC TR0184,773+184,77305,3970.36%+5,397
UNIVERSAL DISPLAY CORP(OLED)015,487+15,48702,3920.16%+2,392
SPDR SERIES TRUST
ST STR PR SP1500
0286,892+286,892021,4851.44%+21,485
PROSHARES TR
S&P 500 DV ARIST
035,513+35,51303,5760.24%+3,576
VANGUARD INDEX FDS025,844+25,84404,5680.31%+4,568
ISHARES TR0127,211+127,211013,9030.93%+13,903
VANGUARD INTL EQUITY INDEX F168,278189,716+21,4387,6169,3830.63%+1,767
INVESCO QQQ TR060,777+60,777033,5272.24%+33,527
VANGUARD WHITEHALL FDS174,615181,129+6,51422,51824,1461.61%+1,628
CISCO SYS INC(CSCO)59,56075,571+16,0113,6755,2430.35%+1,568
CADENCE DESIGN SYSTEM INC(CDNS)026,604+26,60408,1980.55%+8,198
META PLATFORMS INC(META)06,913+6,91305,1030.34%+5,103
ISHARES TR122,765135,889+13,12412,14413,4800.90%+1,336
KYNDRYL HLDGS INC(KD)053,628+53,62802,2500.15%+2,250
REDDIT INC(RDDT)08,708+8,70801,3110.09%+1,311
PIMCO ETF TR
MULTISECTOR BD
047,240+47,24001,2540.08%+1,254
FONAR CORP0462,760+462,76006,9230.46%+6,923
SCHWAB STRATEGIC TR0328,645+328,64509,2190.62%+9,219
FIRST TR EXCHANGE-TRADED FD028,636+28,63607,7130.52%+7,713
ISHARES TR
MSCI USA MIN ETF
122,822133,665+10,84311,50412,5470.84%+1,044
INVESCO EXCH TRADED FD TR II018,421+18,42101,3410.09%+1,341
ISHARES TR012,856+12,85603,0690.21%+3,069
INTERNATIONAL BUSINESS MACHS(IBM)020,147+20,14705,9390.40%+5,939
WALMART INC(WMT)41,48345,993+4,5103,6424,4970.30%+855
ETF SER SOLUTIONS
DEFIA QUANT ETF
011,618+11,61801,0670.07%+1,067
FIRST TR EXCHNG TRADED FD VI
SKYB CRY IND ETF
062,074+62,07401,4410.10%+1,441
GLOBAL X FDS
GLOBAL X URANIUM
037,603+37,60301,4590.10%+1,459
VANECK ETF TRUST
SEMICONDUCTR ETF
012,680+12,68003,5360.24%+3,536
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
018,038+18,03807720.05%+772
CARDINAL HEALTH INC(CAH)65,15758,005-7,1528,9779,7450.65%+768
ISHARES TR06,630+6,63001,4310.10%+1,431
FIRST TR EXCHANGE TRADED FD
CLOUD COMPUTING
033,388+33,38804,0610.27%+4,061
HONEYWELL INTL INC(HON)012,434+12,43402,8960.19%+2,896
VANECK ETF TRUST
FALLEN ANGEL HG
0174,471+174,47105,1090.34%+5,109
KROGER CO(KR)18,43627,490+9,0541,2481,9720.13%+724
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
17,00121,071+4,0701,5782,3010.15%+723
VISA INC(V)05,025+5,02501,7840.12%+1,784
ARK ETF TR
INNOVATION ETF
025,311+25,31101,7790.12%+1,779
HELMERICH & PAYNE INC(HP)0129,705+129,70501,9660.13%+1,966
CATERPILLAR INC(CAT)011,025+11,02504,2800.29%+4,280
VANECK ETF TRUST
BDC INCOME ETF
036,837+36,83706000.04%+600
ISHARES TR012,818+12,81805900.04%+590
TESLA INC(TSLA)05,741+5,74101,8240.12%+1,824
VISTRA CORP(VST)07,508+7,50801,4550.10%+1,455
NETFLIX INC(NFLX)1,2471,293+461,1631,7310.12%+569
EXXON MOBIL CORP7,30913,323+6,0148691,4360.10%+567
WISDOMTREE TR(WT)041,653+41,65303,4880.23%+3,488
ADVANCED MICRO DEVICES INC(AMD)14,14714,185+381,4532,0130.13%+559
GENERAL DYNAMICS CORP(GD)011,797+11,79703,4410.23%+3,441
ISHARES TR030,590+30,59002,8250.19%+2,825
VANGUARD WORLD FD06,942+6,94202,5420.17%+2,542
AMAZON COM INC(AMZN)036,978+36,97808,1130.54%+8,113
SPDR DOW JONES INDL AVERAGE(DIA)05,089+5,08902,2420.15%+2,242
VANECK ETF TRUST
GOLD MINERS ETF
82,02382,564+5413,7714,2980.29%+528
FIDELITY COMWLTH TR041,478+41,47803,3220.22%+3,322
SPROTT PHYSICAL SILVER TR(PSLV)604,130613,995+9,8657,0087,5150.50%+507
ISHARES TR04,916+4,91604950.03%+495
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
038,630+38,63001,9580.13%+1,958
ISHARES TR085,897+85,89705,3270.36%+5,327
VANECK MERK GOLD ETF(OUNZ)241,428243,152+1,7247,2777,7540.52%+477
RTX CORPORATION(RTX)26,70427,444+7403,5374,0070.27%+470
ISHARES TR074,387+74,38707,2080.48%+7,208
ISHARES TR04,137+4,13704650.03%+465
LOCKHEED MARTIN CORP(LMT)08,728+8,72804,0420.27%+4,042
ENTERGY CORP NEW(ETR)5,07810,701+5,6234348900.06%+455
KKR & CO INC(KKR)08,449+8,44901,1240.08%+1,124
PALO ALTO NETWORKS INC(PANW)09,388+9,38801,9210.13%+1,921
ISHARES TR025,708+25,70803,8790.26%+3,879
ISHARES GOLD TR(IAU)06,973+6,97304350.03%+435
CORNING INC(GLW)067,499+67,49903,5500.24%+3,550
INVESCO EXCH TRADED FD TR II08,410+8,41004090.03%+409
DAKTRONICS INC(DAKT)0144,700+144,70002,1880.15%+2,188
VILLAGE SUPER MKT INC322,838329,169+6,33112,27112,6730.85%+402
WISDOMTREE TR(WT)010,032+10,03203980.03%+398
COLGATE PALMOLIVE CO(CL)41,56847,188+5,6203,8954,2890.29%+394
LAMB WESTON HLDGS INC(LW)22,73230,951+8,2191,2121,6050.11%+393
FIRST TR EXCHANGE-TRADED FD02,864+2,86403910.03%+391
SPDR INDEX SHS FDS
ST STR EU 50 ETF
06,377+6,37703810.03%+381
MASTERCARD INCORPORATED(MA)02,438+2,43801,3700.09%+1,370
VANGUARD WORLD FD
INF TECH ETF
02,458+2,45801,6300.11%+1,630
Page 1 of 1