Fund HoldingsWORLD EQUITY GROUP, INC.

Total Portfolio Value
$335.03M
Total Bought
$40.86M
Total Sold
$194.83M
Net Transaction
-$153.97M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
0262,711+262,71107,5982.27%+7,598
FIRST TR EXCHANGE TRADED FD0179,868+179,86805,4881.64%+5,488
FIRST TR EXCHNG TRADED FD VI
FT VEST NASD ETF
0135,419+135,41904,0031.19%+4,003
FIRST TR EXCHNG TRADED FD VI
FT VEST NASDAQ 1
0104,888+104,88802,2180.66%+2,218
FIRST TR MORNINGSTAR DIVID L0123,534+123,53404,6861.40%+4,686
SCHWAB STRATEGIC TR023,418+23,41801,5690.47%+1,569
FIRST TR LRG CP VL ALPHADEX
COM SHS
016,380+16,38001,2060.36%+1,206
NVIDIA CORPORATION(NVDA)042,925+42,92505,3031.58%+5,303
FIRST TR EXCHNG TRADED FD VI
FT VEST NAS
041,467+41,46701,1600.35%+1,160
INVESCO EXCHANGE TRADED FD T
S&P500 EQL REL
034,787+34,78701,1380.34%+1,138
ALPHABET INC(GOOG)034,783+34,78306,3361.89%+6,336
ISHARES TR09,364+9,36407330.22%+733
NEOS ETF TRUST
NEOS ENH INC 1-3
014,335+14,33507130.21%+713
FIRST TR EXCH TRD ALPHDX FD
EURO ALPHADEX
017,084+17,08407090.21%+709
FIRST TR EXCHANGE-TRADED FD012,121+12,12105910.18%+591
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
09,505+9,50504800.14%+480
TEXAS PACIFIC LAND CORPORATI(TPL)2,9162,889-271,6872,1210.63%+434
PGIM ETF TR
PGIM ULTRA SH BD
08,656+8,65604300.13%+430
PIMCO ETF TR
ENHAN SHRT MA AC
04,068+4,06804090.12%+409
DIREXION SHS ETF TR
DLY NVDA BULL 2X
03,526+3,52603920.12%+392
ALPHABET INC(GOOG)9,70810,114+4061,4781,8550.55%+377
SPDR SER TR
ST STR BL 12 ETF
015,418+15,41801,5320.46%+1,532
FIRST TR EXCH TRADED FD III
LNG/SHT EQUITY
146,332149,519+3,1879,0239,3582.79%+336
VIKING THERAPEUTICS INC(VKTX)06,236+6,23603310.10%+331
SPDR SER TR
ST STR P500GRW
15,65918,119+2,4601,1451,4520.43%+306
ORACLE CORP(ORCL)16,49716,814+3172,0722,3740.71%+302
ALNYLAM PHARMACEUTICALS INC(ALNY)03,155+3,15507670.23%+767
CROWDSTRIKE HLDGS INC(CRWD)6,4216,113-3082,0592,3420.70%+284
SPDR SER TR
ST STR BLO 1 ETF
08,981+8,98108240.25%+824
META PLATFORMS INC(META)8,0588,263+2053,9134,1661.24%+253
NORTHERN TR CORP(NTRS)03,000+3,00002520.08%+252
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
02,114+2,11402440.07%+244
TESLA INC(TSLA)05,956+5,95601,1790.35%+1,179
SPDR SER TR
ST STR P500ETF
43,47245,567+2,0952,6752,9160.87%+241
DIREXION SHS ETF TR
DLY AAPL BULL 2X
07,390+7,39002410.07%+241
SELECT SECTOR SPDR TR
ST STR UTIL ETF
03,457+3,45702360.07%+236
BNY MELLON ETF TRUST
HIGH YIELD ETF
04,799+4,79902260.07%+226
WISDOMTREE TR(WT)06,641+6,64102260.07%+226
VANECK ETF TRUST
SEMICONDUCTR ETF
0852+85202220.07%+222
FIDELITY COMWLTH TR03,172+3,17202220.07%+222
CAPITAL GROUP CORE EQUITY ET
SHS CREAT UNIT
06,800+6,80002190.07%+219
ISHARES INC
CORE MSCI EMKT
04,070+4,07002180.07%+218
BROADCOM INC(AVGO)0666+66601,0680.32%+1,068
SYNOPSYS INC(SNPS)0351+35102090.06%+209
DIREXION SHS ETF TR
DLY TSLA BULL 2X
022,180+22,18002040.06%+204
KINDER MORGAN INC DEL(KMI)019,557+19,55703890.12%+389
PALANTIR TECHNOLOGIES INC(PLTR)41,60945,946+4,3379831,1640.35%+181
SPDR SER TR
ST SHO TREAS ETF
094,798+94,79802,7370.82%+2,737
NOVARTIS AG(NVS)014,982+14,98201,5950.48%+1,595
EATON CORP PLC(ETN)2,5392,934+3957949200.27%+126
BOOKING HOLDINGS INC(BKNG)0478+47801,8940.57%+1,894
DIREXION SHS ETF TR
DAILY NYSE FANG
04,042+4,04205860.17%+586
NORTHERN LTS FD TR III
CP HIGH YILD TRD
037,543+37,54308010.24%+801
PINTEREST INC(PINS)08,971+8,97103950.12%+395
GOLDMAN SACHS GROUP INC(GS)02,115+2,11509570.29%+957
FIRST TR EXCHNG TRADED FD VI
FT VEST LAD
110,050110,737+6872,4492,5260.75%+77
NETFLIX INC(NFLX)01,229+1,22908290.25%+829
ADOBE INC(ADBE)0706+70603920.12%+392
DIREXION SHS ETF TR
DAI SEM BUL ETF
07,498+7,49804150.12%+415
COSTCO WHSL CORP NEW(COST)01,188+1,18801,0100.30%+1,010
GLOBAL X FDS
GLOBAL X URANIUM
018,089+18,08905240.16%+524
ISHARES TR
MSCI USA QLT FCT
03,314+3,31405660.17%+566
ROPER TECHNOLOGIES INC(ROP)0503+50302840.08%+284
BANK NEW YORK MELLON CORP025,228+25,22801,5110.45%+1,511
SPDR SER TR
ST STR R1K YLD
1,9022,524+6222072620.08%+55
CARRIER GLOBAL CORPORATION(CARR)05,171+5,17103260.10%+326
NEXTERA ENERGY INC(NEE)09,532+9,53206750.20%+675
BLACKROCK ETF TRUST
ISHARES US EQUIT
9,1139,725+6124054570.14%+52
FIRST TR EXCHANGE-TRADED FD
DORSEY WRIGHT
013,164+13,16404640.14%+464
SUMMIT THERAPEUTICS INC(SMMT)012,779+12,77901000.03%+100
ISHARES TR09,417+9,41707040.21%+704
FIRST TR EXCH TRD ALPHDX FD
EM SML CP ALPH
018,245+18,24507410.22%+741
SPDR SER TR
ST STR P500VAL
020,012+20,01209750.29%+975
MADISON COVERED CALL & EQUIT090,746+90,74606900.21%+690
THE TRADE DESK INC(TTD)03,091+3,09103020.09%+302
JANUS DETROIT STR TR
HENDERSON MTG
014,794+14,79406610.20%+661
KEURIG DR PEPPER INC(KDP)010,868+10,86803630.11%+363
ISHARES BITCOIN TR(IBIT)5,0616,876+1,8152052350.07%+30
PACER FDS TR
CASH COWS ETF
06,462+6,46202400.07%+240
CALAMOS DYNAMIC CONV & INCOM017,273+17,27303880.12%+388
SPDR INDEX SHS FDS
ST STR PO EX ETF
038,903+38,90301,3650.41%+1,365
INVESCO EXCH TRADED FD TR II
S&P SMALLCAP 600
8,94410,108+1,1643834050.12%+22
ARDELYX INC018,402+18,40201360.04%+136
ENBRIDGE INC(ENB)060,891+60,89102,1660.65%+2,166
ISHARES U S ETF TR
GSCI CMDTY STGY
025,475+25,47506960.21%+696
ALTRIA GROUP INC(MO)018,795+18,79508560.26%+856
SPDR SER TR
ST STR PR SP1500
017,033+17,03301,1300.34%+1,130
VANGUARD BD INDEX FDS03,496+3,49602520.08%+252
SPDR SER TR
ST STR AGGRE ETF
015,585+15,58503910.12%+391
SPDR SER TR
ST STR SP SEMI
0900+90002230.07%+223
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
07,317+7,31703560.11%+356
AT&T INC(T)011,741+11,74102240.07%+224
INNOVATIVE EYEWEAR INC020,260+20,2600100.00%+10
TRIMTABS ETF TR
INNOV LEADE ETF
08,607+8,60702720.08%+272
ISHARES TR01,385+1,38502420.07%+242
SPDR DOW JONES INDL AVERAGE(DIA)0747+74702920.09%+292
MERCK & CO INC(MRK)012,492+12,49201,5460.46%+1,546
VALARIS LTD(VAL)12,58912,827+2389479560.29%+8
WASTE MGMT INC DEL(WM)01,313+1,31302800.08%+280
NVENT ELECTRIC PLC(NVT)03,472+3,47202660.08%+266
Page 1 of 1