Fund HoldingsMONEY CONCEPTS CAPITAL CORP

Total Portfolio Value
$953.54M
Total Bought
$132.29M
Total Sold
$129.90M
Net Transaction
+$2.38M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
0252,117+252,117011,5571.21%+11,557
BAUSCH HEALTH COS INC01,278,398+1,278,398010,5081.10%+10,508
DELTA AIR LINES INC DEL(DAL)0243,897+243,89709,0250.95%+9,025
INVESCO EXCHANGE TRADED FD T
S&P 500 GARP ETF
0101,963+101,96309,3030.98%+9,303
ISHARES TR0154,296+154,29607,2740.76%+7,274
SPDR SER TR
ST STR AGGRE ETF
0228,269+228,26905,5560.58%+5,556
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
096,874+96,87404,8610.51%+4,861
SPROTT PHYSICAL GOLD TR(PHYS)0287,971+287,97104,1240.43%+4,124
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
86,216115,611+29,39512,90116,3811.72%+3,480
INVESCO EXCHANGE TRADED FD T
S&P500 EQL ENR
037,086+37,08602,8450.30%+2,845
ISHARES TR041,367+41,36702,4680.26%+2,468
ARISTA NETWORKS INC61,43067,010+5,5809,95512,3251.29%+2,370
INVESCO EXCH TRADED FD TR II025,671+25,67101,9280.20%+1,928
ALPHABET INC(GOOG)88,65295,582+6,93010,61212,5081.31%+1,896
PETROLEO BRASILEIRO SA PETRO(PBR)720,797790,133+69,3369,96911,8441.24%+1,875
FIRST TR EXCHANGE-TRADED FD070,151+70,15101,8230.19%+1,823
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
057,370+57,37003,9580.42%+3,958
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
032,565+32,56501,6300.17%+1,630
SPDR SER TR
ST STR BLO 1 ETF
030,443+30,44302,7950.29%+2,795
GLAUKOS CORP(GKOS)148,388160,094+11,70610,56712,0471.26%+1,481
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
213,058278,065+65,0075,3356,8100.71%+1,475
CHART INDS INC(GTLS)68,13772,962+4,82510,88812,3391.29%+1,451
SELECT SECTOR SPDR TR
ST STR INDL ETF
014,034+14,03401,4230.15%+1,423
ALIBABA GROUP HLDG LTD(BABA)115,084126,200+11,1169,59210,9471.15%+1,354
NETEASE INC(NTES)101,755111,303+9,5489,83911,1501.17%+1,311
SPDR SER TR
ST STR FACTSET
010,220+10,22001,2640.13%+1,264
VICTORY PORTFOLIOS II
SHORT TRM BD ETF
024,439+24,43901,1960.13%+1,196
WALMART INC(WMT)016,867+16,86702,6990.28%+2,699
ISHARES TR
MSCI USA QLT FCT
50,04859,217+9,1696,7507,8040.82%+1,054
SELECT SECTOR SPDR TR
ST STR STAPL ETF
59,43778,755+19,3184,4095,4190.57%+1,011
VANECK ETF TRUST
MRNGSTR WDE MOAT
011,790+11,79008940.09%+894
FIRST TR EXCHANGE-TRADED FD24,62930,498+5,8694,0144,8680.51%+853
ISHARES TR
US INFRASTRUC
048,073+48,07302,6720.28%+2,672
VANGUARD INDEX FDS62,45766,895+4,43825,43926,2702.76%+832
INVESCO QQQ TR60,96265,174+4,21222,52423,3542.45%+830
MATRIX SVC CO0114,810+114,81001,3550.14%+1,355
ARGAN INC107,540109,022+1,4824,2384,9630.52%+724
FIRST HORIZON CORPORATION(FHN)853,053932,350+79,2979,61410,2741.08%+661
SSGA ACTIVE TR
ST STR TOTAL ETF
010,747+10,74704990.05%+499
EXTRA SPACE STORAGE INC(EXR)03,995+3,99504870.05%+487
ISHARES TR05,395+5,39501,9910.21%+1,991
ABBVIE INC(ABBV)45,70744,337-1,3706,1586,6100.69%+452
AMGEN INC(AMGN)08,968+8,96802,4100.25%+2,410
SPDR SER TR
ST STR P500ETF
74,08085,475+11,3953,8604,2960.45%+436
VILLAGE SUPER MKT INC253,634274,634+21,0005,7886,2180.65%+430
SELECT SECTOR SPDR TR
ST STR ENERG ETF
020,121+20,12101,8190.19%+1,819
SPDR SER TR
ST INTER BD ETF
117,926132,424+14,4983,7874,1650.44%+378
DAKTRONICS INC(DAKT)0199,228+199,22801,7770.19%+1,777
SPDR SER TR
ST STR SW SERV
02,649+2,64903360.04%+336
ON SEMICONDUCTOR CORP(ON)134,711140,668+5,95712,74113,0751.37%+334
ISHARES TR34,78635,883+1,0973,7444,0780.43%+334
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
06,795+6,79503190.03%+319
MATCH GROUP INC NEW(MTCH)228,736252,242+23,5069,5739,8821.04%+309
VANGUARD BD INDEX FDS04,233+4,23302950.03%+295
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
136,133145,137+9,0046,6546,9420.73%+288
ALPS ETF TR
SECTR DIV DOGS
032,425+32,42501,8740.20%+1,874
HELMERICH & PAYNE INC(HP)046,258+46,25801,9500.20%+1,950
CATERPILLAR INC(CAT)011,557+11,55703,1560.33%+3,156
SPDR SER TR
ST STR CONV ETF
03,988+3,98802700.03%+270
VANGUARD WHITEHALL FDS124,091129,975+5,88413,16213,4291.41%+267
INTEGRA LIFESCIENCES HLDGS C(IART)016,040+16,04006130.06%+613
SAREPTA THERAPEUTICS INC(SRPT)27,16827,740+5723,1113,3620.35%+251
SCHWAB CHARLES CORP(SCHW)030,534+30,53401,6760.18%+1,676
INVESCO ACTIVELY MANAGED ETF
VAR RATE INVT
09,478+9,47802360.02%+236
INTERNATIONAL BUSINESS MACHS(IBM)22,08422,745+6612,9553,1910.33%+236
ISHARES GOLD TR(IAU)06,725+6,72502350.02%+235
RBB FD INC
F/M US TREASURY
013,864+13,86406940.07%+694
FIRST TR MORNINGSTAR DIVID L06,856+6,85602290.02%+229
GLOBAL NET LEASE INC(GNL)0140,100+140,10001,3460.14%+1,346
SCHWAB STRATEGIC TR53,57158,057+4,4863,8904,1080.43%+218
ISHARES TR04,494+4,49407610.08%+761
REPUBLIC BANCORP INC KY(RBCAA)04,552+4,55202010.02%+201
HOME DEPOT INC(HD)17,13118,240+1,1095,3225,5130.58%+191
VANECK ETF TRUST
SEMICONDUCTR ETF
010,547+10,54701,5290.16%+1,529
META PLATFORMS INC(META)04,619+4,61901,3870.15%+1,387
ISHARES TR040,286+40,28601,3730.14%+1,373
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
06,425+6,42509470.10%+947
GILEAD SCIENCES INC(GILD)99,714104,706+4,9927,6857,8470.82%+162
SSGA ACTIVE ETF TR
ST STR BL LN ETF
023,436+23,43609830.10%+983
CHEVRON CORP NEW(CVX)07,119+7,11901,2010.13%+1,201
COSTCO WHSL CORP NEW(COST)02,883+2,88301,6330.17%+1,633
NOVO-NORDISK A S(NVO)08,225+8,22507480.08%+748
SPDR SER TR
ST STR P500GRW
013,596+13,59608060.08%+806
ISHARES TR010,128+10,12801,0390.11%+1,039
HUMANA INC(HUM)03,081+3,08101,4990.16%+1,499
AMC NETWORKS INC037,328+37,32804400.05%+440
ALPHABET INC(GOOG)010,179+10,17901,3420.14%+1,342
ADOBE INC(ADBE)05,796+5,79602,9550.31%+2,955
PALO ALTO NETWORKS INC(PANW)02,302+2,30205400.06%+540
FORTINET INC(FTNT)07,205+7,20504230.04%+423
WESTERN ALLIANCE BANCORP(WAL)07,762+7,76203570.04%+357
AFLAC INC(AFL)012,964+12,96409950.10%+995
KRANESHARES TR055,197+55,19701,7980.19%+1,798
ISHARES TR011,427+11,42702,8490.30%+2,849
ISHARES TR
U S EQUITY FACTR
011,576+11,57606020.06%+602
CISCO SYS INC(CSCO)61,96261,222-7403,2063,2910.35%+85
INTUIT(INTU)01,267+1,26706480.07%+648
KYNDRYL HLDGS INC(KD)022,912+22,91203460.04%+346
DUKE ENERGY CORP NEW(DUK)46,77848,453+1,6754,1984,2760.45%+78
VANECK ETF TRUST
FALLEN ANGEL HG
116,350122,248+5,8983,2313,3080.35%+77
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