Fund HoldingsMONEY CONCEPTS CAPITAL CORP

Total Portfolio Value
$1.78B
Total Bought
$440.90M
Total Sold
$297.13M
Net Transaction
+$143.77M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ISHARES TR9,350362,910+353,5602,26289,3345.01%+87,072
INVESCO QQQ TR069,207+69,207042,5152.38%+42,515
SPDR SERIES TRUST
ST STR PR SP1500
0295,859+295,859024,4081.37%+24,408
SPDR SERIES TRUST
ST STR AGGRE ETF
0756,226+756,226019,4731.09%+19,473
SELECT SECTOR SPDR TR
ST STR TECHN ETF
0123,400+123,400017,7661.00%+17,766
SPDR SERIES TRUST
ST STR P500ETF
0182,305+182,305014,6240.82%+14,624
VANGUARD INDEX FDS79,84097,525+17,68548,89361,1613.43%+12,269
SPDR SERIES TRUST
ST SHOR CORP ETF
0247,395+247,39507,4710.42%+7,471
SELECT SECTOR SPDR TR
ST STR STAPL ETF
094,671+94,67107,3540.41%+7,354
WORLD GOLD TR(GLDM)079,945+79,94506,8250.38%+6,825
FIRST TR EXCHANGE-TRADED FD024,755+24,75506,6630.37%+6,663
RTX CORPORATION(RTX)029,001+29,00105,3190.30%+5,319
SPROTT ASSET MANAGEMENT LP(PSLV)617,409615,009-2,4009,69314,5450.82%+4,852
ELI LILLY & CO(LLY)13,10813,683+57510,00114,7050.82%+4,703
INVESCO EXCH TRADED FD TR II
S&P 500 REVENUE
048,074+48,07405,5040.31%+5,504
SPDR SERIES TRUST
ST STR P500GRW
039,476+39,47604,2120.24%+4,212
ISHARES TR15,65851,942+36,2841,5775,2140.29%+3,637
SPDR SERIES TRUST
ST STR SP SEMI
011,056+11,05603,5560.20%+3,556
SPDR SERIES TRUST
ST STR P500VAL
062,554+62,55403,5540.20%+3,554
SELECT SECTOR SPDR TR
ST STR UTIL ETF
081,873+81,87303,4950.20%+3,495
ISHARES TR437,299457,119+19,82061,07864,4773.62%+3,399
SELECT SECTOR SPDR TR
ST STR DISCR ETF
028,196+28,19603,3670.19%+3,367
SELECT SECTOR SPDR TR
ST STR ENERG ETF
074,385+74,38503,3260.19%+3,326
INVESCO EXCH TRADED FD TR II028,308+28,30803,3110.19%+3,311
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
470,063481,684+11,62163,56766,6943.74%+3,127
SELECT SECTOR SPDR TR
ST STR INDL ETF
020,021+20,02103,1060.17%+3,106
VANGUARD INDEX FDS018,170+18,17003,8000.21%+3,800
PIMCO ETF TR
ACTIVE BD ETF
032,662+32,66203,0400.17%+3,040
ISHARES TR
CORE MSCI EAFE
211,102237,673+26,57118,43121,2621.19%+2,831
SPDR SERIES TRUST
ST STR BLO 1 ETF
030,783+30,78302,8130.16%+2,813
NOVO-NORDISK A S(NVO)0115,001+115,00105,8510.33%+5,851
SELECT SECTOR SPDR TR
ST STR CARE ETF
016,614+16,61402,5720.14%+2,572
ROYAL GOLD INC(RGLD)011,191+11,19102,4880.14%+2,488
CARDINAL HEALTH INC(CAH)049,229+49,229010,1170.57%+10,117
NOMAD FOODS LTD(NOMD)0187,595+187,59502,3470.13%+2,347
VANECK ETF TRUST
SEMICONDUCTR ETF
13,50718,465+4,9584,4086,6500.37%+2,242
FONAR CORP0510,672+510,67209,4780.53%+9,478
SPDR SERIES TRUST
ST STR SP1500VT
010,176+10,17602,1440.12%+2,144
ISHARES SILVER TR(SLV)45,53061,241+15,7111,9293,9450.22%+2,016
ADVANCED MICRO DEVICES INC(AMD)16,25521,207+4,9522,6304,5420.25%+1,912
SPDR S&P 500 ETF TR(SPY)10,10212,498+2,3966,7308,5230.48%+1,793
ALPHABET INC(GOOG)28,66827,901-7676,9828,7550.49%+1,773
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
025,934+25,93406,5590.37%+6,559
THE TRADE DESK INC(TTD)045,788+45,78801,7380.10%+1,738
SPDR SERIES TRUST
ST STR BL 12 ETF
017,500+17,50001,7360.10%+1,736
SPDR SERIES TRUST
ST STR FACTSET
09,432+9,43201,6830.09%+1,683
DATADOG INC(DDOG)012,271+12,27101,6690.09%+1,669
ORACLE CORP(ORCL)012,269+12,26902,3910.13%+2,391
VANGUARD SPECIALIZED FUNDS022,665+22,66504,9810.28%+4,981
PAYPAL HLDGS INC(PYPL)031,173+31,17301,8200.10%+1,820
JOHNSON & JOHNSON(JNJ)48,19050,252+2,0628,93510,4000.58%+1,464
SPDR SERIES TRUST
ST STR SP CAPMKT
09,690+9,69001,4530.08%+1,453
VANECK ETF TRUST
GOLD MINERS ETF
80,93388,658+7,7256,1837,6040.43%+1,421
APPLE INC(AAPL)145,978141,912-4,06637,17138,5802.16%+1,410
SERVICENOW INC(NOW)08,832+8,83201,3530.08%+1,353
WINNEBAGO INDS INC(WGO)033,374+33,37401,3520.08%+1,352
RUBRIK INC.(RBRK)017,511+17,51101,3390.08%+1,339
D-WAVE QUANTUM INC(QBTS)050,758+50,75801,3270.07%+1,327
HARLEY DAVIDSON INC(HOG)064,299+64,29901,3170.07%+1,317
ISHARES GOLD TR(IAU)020,347+20,34701,6520.09%+1,652
ISHARES TR
US TREAS BD ETF
056,007+56,00701,2900.07%+1,290
SPDR GOLD TR(GLD)5,1317,855+2,7241,8243,1130.17%+1,289
SPDR SERIES TRUST
ST STR SP600 SML
027,241+27,24101,2770.07%+1,277
SPDR SERIES TRUST
ST STR P400MID
020,812+20,81201,2050.07%+1,205
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
020,208+20,20801,1300.06%+1,130
VISTA ENERGY S.A.B. DE C.V.(VIST)040,556+40,55601,9730.11%+1,973
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
019,722+19,72201,0210.06%+1,021
SPDR SERIES TRUST
ST STR SP AERO
04,158+4,15801,0030.06%+1,003
CHIME FINL INC(CHYM)40,02070,831+30,8118071,7830.10%+976
ALPHABET INC(GOOG)10,70911,360+6512,6033,5560.20%+952
HELMERICH & PAYNE INC(HP)133,504135,826+2,3222,9493,8950.22%+946
CATERPILLAR INC(CAT)11,44211,166-2765,4596,3970.36%+937
FIDELITY COVINGTON TRUST016,833+16,83309230.05%+923
NEURAXIS INC0222,605+222,60501,0110.06%+1,011
WALMART INC(WMT)59,93163,384+3,4536,1767,0620.40%+885
ARGAN INC02,814+2,81408820.05%+882
SPROTT ASSET MANAGEMENT LP(PHYS)251,541251,289-2527,4518,2980.47%+847
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
050,323+50,32303,7770.21%+3,777
FIDELITY COVINGTON TRUST
ENHANCED INTL
022,574+22,57408260.05%+826
FIDELITY COVINGTON TRUST018,446+18,44608140.05%+814
VANECK MERK GOLD ETF(OUNZ)245,264238,152-7,1129,1219,8790.55%+757
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
343,980357,150+13,17011,49612,2360.69%+740
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
018,044+18,04407140.04%+714
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
028,536+28,53603,4740.19%+3,474
ISHARES TR
CORE DIVID ETF
096,183+96,18305,1120.29%+5,112
COCA COLA CO(KO)0106,863+106,86307,4710.42%+7,471
DIMENSIONAL ETF TRUST
US COR EQU 1 ETF
08,988+8,98806620.04%+662
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
023,002+23,00201,0830.06%+1,083
CISCO SYS INC(CSCO)90,23788,632-1,6056,1746,8270.38%+653
VANECK ETF TRUST
JUNIOR GOLD MINE
38,43939,184+7453,8074,4580.25%+652
PACER FDS TR
US LRG CP CASH
018,262+18,26206430.04%+643
CELESTICA INC(CLS)02,832+2,83208390.05%+839
ALBEMARLE CORP(ALB)010,302+10,30201,4570.08%+1,457
HONDA MOTOR LTD(HMC)020,779+20,77906130.03%+613
BROADCOM INC(AVGO)10,93612,178+1,2423,6084,2150.24%+607
FIRST TR EXCHNG TRADED FD VI
FT VE U.S. EQ BU
019,133+19,13305820.03%+582
ISHARES TR028,630+28,63004,7470.27%+4,747
AMAZON COM INC(AMZN)44,95145,269+3189,87010,4490.59%+579
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
024,974+24,97402,3050.13%+2,305
VANGUARD INDEX FDS03,626+3,62601,7690.10%+1,769
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