Fund HoldingsMONEY CONCEPTS CAPITAL CORP

Total Portfolio Value
$1.32B
Total Bought
$268.97M
Total Sold
$187.02M
Net Transaction
+$81.95M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
ISHARES TR02,020,107+2,020,107065,0474.94%+65,047
INVESCO EXCH TRADED FD TR II55,512560,549+505,0374,85550,8083.86%+45,953
ISHARES TR0352,376+352,376046,6023.54%+46,602
ISHARES TR0179,739+179,739017,6361.34%+17,636
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
284,313556,300+271,9878,22216,6281.26%+8,405
SPDR SER TR
ST STR SP BIOT
169,175231,273+62,09815,68422,8501.73%+7,166
VANECK MERK GOLD ETF(OUNZ)0238,830+238,83006,0640.46%+6,064
ISHARES TR36,87278,352+41,4803,0026,5850.50%+3,583
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
067,459+67,45903,4230.26%+3,423
SPDR SER TR
ST STR P500ETF
89,199131,641+42,4425,7098,8870.67%+3,178
SPDR SER TR
ST STR BL 12 ETF
031,412+31,41203,1280.24%+3,128
WISDOMTREE TR(WT)0120,618+120,61806,0570.46%+6,057
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
145,671146,524+85323,93126,2511.99%+2,320
INVESCO QQQ TR67,91171,192+3,28132,53734,7472.64%+2,210
ISHARES TR040,720+40,72002,1870.17%+2,187
APPLE INC(AAPL)123,162120,311-2,85125,94028,0332.13%+2,092
ISHARES TR024,822+24,82202,0760.16%+2,076
VANGUARD WHITEHALL FDS167,603169,070+1,46719,87821,6751.64%+1,797
ISHARES TR014,181+14,18101,6960.13%+1,696
VILLAGE SUPER MKT INC0311,209+311,20909,8930.75%+9,893
ISHARES TR83,99496,752+12,7588,1539,7980.74%+1,645
VANGUARD INDEX FDS69,13568,622-51334,57736,2102.75%+1,633
BANK OZK LITTLE ROCK ARK(OZK)069,642+69,64202,9940.23%+2,994
GILEAD SCIENCES INC(GILD)094,314+94,31407,9070.60%+7,907
PALANTIR TECHNOLOGIES INC(PLTR)28,64553,542+24,8977261,9920.15%+1,266
ISHARES TR
MSCI USA MIN ETF
118,120122,178+4,0589,91711,1560.85%+1,239
ISHARES TR115,712115,530-18212,34213,5121.03%+1,171
ISHARES TR26,85836,895+10,0372,4853,5330.27%+1,047
INNOVATOR ETFS TRUST
EQUI DEFI SEPT
042,023+42,02301,0450.08%+1,045
MCDONALDS CORP(MCD)021,990+21,99006,6960.51%+6,696
LOCKHEED MARTIN CORP(LMT)07,573+7,57304,4270.34%+4,427
SENECA FOODS CORP NEW(SENEA)016,115+16,11501,0040.08%+1,004
SPDR SER TR
ST LON TREAS ETF
067,812+67,81201,9710.15%+1,971
SPDR S&P 500 ETF TR(SPY)15,31016,243+9338,3329,3200.71%+987
HOME DEPOT INC(HD)017,784+17,78407,2060.55%+7,206
INTERNATIONAL BUSINESS MACHS(IBM)022,470+22,47004,9680.38%+4,968
INNOVATOR ETFS TRUST
EQUIT DEFIN JUL
036,010+36,01009610.07%+961
ISHARES TR
CORE MSCI EAFE
154,805155,762+95711,24512,1570.92%+912
ISHARES TR04,243+4,24301,5930.12%+1,593
NVIDIA CORPORATION(NVDA)68,84077,046+8,2068,5049,3570.71%+852
ABBVIE INC(ABBV)040,640+40,64008,0260.61%+8,026
AT&T INC(T)0172,634+172,63403,7980.29%+3,798
VISTRA CORP(VST)06,471+6,47107670.06%+767
COCA COLA CO(KO)90,60590,921+3165,7676,5340.50%+767
ISHARES TR012,241+12,24107,0610.54%+7,061
AMAZON COM INC(AMZN)96,313103,783+7,47018,61219,3381.47%+725
SPDR SER TR
ST STR AGGRE ETF
694,156693,984-17217,41618,1411.38%+724
CARDINAL HEALTH INC(CAH)068,032+68,03207,5190.57%+7,519
GLOBAL X FDS
GLOBAL X URANIUM
024,867+24,86707110.05%+711
VANGUARD INTL EQUITY INDEX F160,784161,233+4497,0367,7150.59%+679
SCHWAB STRATEGIC TR068,056+68,05605,7530.44%+5,753
CATERPILLAR INC(CAT)011,086+11,08604,3360.33%+4,336
DUKE ENERGY CORP NEW(DUK)047,822+47,82205,5140.42%+5,514
WORLD GOLD TR(GLDM)0102,516+102,51605,3440.41%+5,344
SPROTT PHYSICAL GOLD TR(PHYS)0270,091+270,09105,5040.42%+5,504
SELECT SECTOR SPDR TR
ST STR STAPL ETF
88,74189,371+6306,7967,4180.56%+622
ALLIANT ENERGY CORP(LNT)061,774+61,77403,7490.28%+3,749
SUPER MICRO COMPUTER INC(SMCI)01,466+1,46606100.05%+610
SOUTHERN CO(SO)50,58550,271-3143,9244,5330.34%+610
SPDR SER TR
ST STR PR SP1500
279,170272,837-6,33318,52319,1151.45%+592
FIRST TR EXCHNG TRADED FD VI
SKYB CRY IND ETF
045,660+45,66005710.04%+571
CLOROX CO DEL(CLX)021,359+21,35903,4800.26%+3,480
JOHNSON & JOHNSON(JNJ)041,089+41,08906,6590.51%+6,659
CHUBB LIMITED
COM
01,814+1,81405230.04%+523
SCHWAB STRATEGIC TR0102,398+102,39808,5080.65%+8,508
CINTAS CORP(CTAS)3,97115,996+12,0252,7813,2930.25%+512
VANECK ETF TRUST
GOLD MINERS ETF
91,86890,861-1,0073,1173,6180.27%+501
STARBUCKS CORP(SBUX)049,765+49,76504,8520.37%+4,852
ISHARES TR40,00659,798+19,7929291,4000.11%+472
SELECT SECTOR SPDR TR
ST STR CARE ETF
019,857+19,85703,0580.23%+3,058
RTX CORPORATION(RTX)025,261+25,26103,0610.23%+3,061
CASEYS GEN STORES INC(CASY)01,233+1,23304630.04%+463
META PLATFORMS INC(META)06,870+6,87003,9330.30%+3,933
FIRST TR EXCHANGE-TRADED FD
BUYWRIT INCM ETF
018,852+18,85204340.03%+434
PROCTER AND GAMBLE CO(PG)048,102+48,10208,3310.63%+8,331
VERIZON COMMUNICATIONS INC(VZ)0139,818+139,81806,2790.48%+6,279
WALMART INC(WMT)30,53930,641+1022,0682,4740.19%+406
UNITEDHEALTH GROUP INC(UNH)03,746+3,74602,1900.17%+2,190
TESLA INC(TSLA)04,225+4,22501,1050.08%+1,105
ISHARES TR076,782+76,78204,7850.36%+4,785
KELLANOVA018,125+18,12501,4630.11%+1,463
INNOVATOR ETFS TRUST
US EQTY PWR BUF
08,726+8,72603530.03%+353
AFLAC INC(AFL)013,129+13,12901,4680.11%+1,468
FONAR CORP0379,332+379,33206,1410.47%+6,141
FIRST TR EXCHANGE-TRADED FD030,841+30,84106,5330.50%+6,533
MONDELEZ INTL INC(MDLZ)037,899+37,89902,7920.21%+2,792
GE AEROSPACE(GE)06,406+6,40601,2080.09%+1,208
PACER FDS TR
US CASH COWS 100
049,787+49,78702,8790.22%+2,879
SELECT SECTOR SPDR TR
ST STR INDL ETF
019,943+19,94302,7010.20%+2,701
SPROTT PHYSICAL SILVER TR(PSLV)612,398611,882-5166,0816,3940.49%+313
PAYPAL HLDGS INC(PYPL)14,14014,489+3498211,1310.09%+310
KEURIG DR PEPPER INC(KDP)074,412+74,41202,7890.21%+2,789
VANGUARD WORLD FD
CONSUM STP ETF
01,412+1,41203080.02%+308
SPDR SER TR
ST SHOR CORP ETF
0242,097+242,09707,3310.56%+7,331
FORTINET INC(FTNT)17,18017,252+721,0351,3380.10%+302
COLGATE PALMOLIVE CO(CL)38,19738,571+3743,7074,0040.30%+297
TAIWAN SEMICONDUCTOR MFG LTD(TSM)01,695+1,69502940.02%+294
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
3,8446,767+2,9233616530.05%+293
GENERAL DYNAMICS CORP(GD)08,764+8,76402,6490.20%+2,649
J P MORGAN EXCHANGE TRADED F
HEDG EQU LAD ETF
12,39816,547+4,1497261,0120.08%+286
Page 1 of 1