Fund HoldingsStoneX Group Inc.

Total Portfolio Value
$245.30M
Total Bought
$55.13M
Total Sold
$59.46M
Net Transaction
-$4.33M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
GLOBAL X FDS034,485+34,48502,7851.14%+2,785
BLACKROCK CORE BD TR0187,728+187,72802,0370.83%+2,037
INVESCO QQQ TR27,89934,195+6,29614,26316,0556.55%+1,793
RTX CORPORATION(RTX)018,069+18,06902,3930.98%+2,393
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
08,390+8,39001,6190.66%+1,619
SPDR DOW JONES INDL AVERAGE(DIA)09,691+9,69104,0741.66%+4,074
GE VERNOVA INC(GEV)05,504+5,50401,6800.68%+1,680
FISERV INC(FISV)05,374+5,37401,1870.48%+1,187
SCIENCE APPLICATIONS INTL CO(SAIC)07,618+7,61808550.35%+855
DIREXION SHS ETF TR
DA 500 BU 3X ETF
05,904+5,90408290.34%+829
ACCENTURE PLC IRELAND
SHS CLASS A
05,144+5,14401,6050.65%+1,605
ISHARES TR06,850+6,85007230.29%+723
TRAVELERS COMPANIES INC(TRV)02,647+2,64707000.29%+700
ISHARES TR07,694+7,69406970.28%+697
CINTAS CORP(CTAS)05,231+5,23101,0750.44%+1,075
ISHARES TR06,178+6,17806510.27%+651
ELI LILLY & CO(LLY)7,9858,214+2296,1656,7842.77%+619
MICROSTRATEGY INC(MSTR)07,318+7,31806150.25%+615
STARBUCKS CORP(SBUX)05,341+5,34105240.21%+524
ISHARES TR
CORE MSCI EURO
08,674+8,67405220.21%+522
SPDR SER TR
ST STR DOW REIT
04,873+4,87304830.20%+483
DIREXION SHS ETF TR
DAI GOL BUL ETF
07,659+7,65904760.19%+476
CENCORA INC01,584+1,58404400.18%+440
VANGUARD ADMIRAL FDS INC01,293+1,29304320.18%+432
CAMECO CORP(CCJ)09,984+9,98404110.17%+411
LAM RESEARCH CORP(LRCX)05,592+5,59204080.17%+408
FIDELITY MERRIMACK STR TR08,618+8,61803950.16%+395
GE AEROSPACE(GE)09,829+9,82901,9700.80%+1,970
VANGUARD WORLD FD
HEALTH CAR ETF
01,434+1,43403800.15%+380
AMERICAN CENTY ETF TR04,270+4,27003720.15%+372
PROSHARES TR II(AGQ)07,937+7,93703660.15%+366
ISHARES TR03,515+3,51503600.15%+360
NORTHERN LTS FD TR IV
INSPIRE 100 ETF
09,002+9,00203470.14%+347
THE TRADE DESK INC(TTD)06,263+6,26303430.14%+343
LEIDOS HOLDINGS INC(LDOS)02,535+2,53503420.14%+342
OREILLY AUTOMOTIVE INC(ORLY)782883+1019271,2650.52%+338
THE CIGNA GROUP(CI)05,253+5,25301,7280.70%+1,728
VANGUARD ADMIRAL FDS INC03,474+3,47403350.14%+335
COINBASE GLOBAL INC(COIN)01,936+1,93603330.14%+333
ISHARES TR
0-5YR HI YL CP
07,801+7,80103320.14%+332
ISHARES TR014,282+14,28203300.13%+330
3M CO(MMM)08,453+8,45301,2410.51%+1,241
KRANESHARES TRUST09,223+9,22303220.13%+322
BARCLAYS BANK PLC(DJP)06,209+6,20903200.13%+320
ISHARES TR012,402+12,40203170.13%+317
ISHARES TR3,1215,668+2,5473616700.27%+309
BLACKSTONE SECD LENDING FD(BXSL)09,111+9,11103010.12%+301
GRANITESHARES ETF TR
2X SHOR NVDA NEW
08,679+8,67903000.12%+300
METLIFE INC(MET)03,732+3,73203000.12%+300
AMEREN CORP(AEE)02,979+2,97902990.12%+299
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
04,906+4,90602930.12%+293
GENERAL MTRS CO(GM)06,226+6,22602930.12%+293
VICTORY PORTFOLIOS II
SHORT TRM BD ETF
05,762+5,76202920.12%+292
ISHARES TR05,065+5,06502920.12%+292
WEC ENERGY GROUP INC(WEC)02,658+2,65802900.12%+290
APOLLO GLOBAL MGMT INC(APO)02,094+2,09402870.12%+287
ISHARES TR05,148+5,14802850.12%+285
PROSHARES TR II09,679+9,67902840.12%+284
GOLDMAN SACHS ETF TR08,493+8,49302820.11%+282
HALOZYME THERAPEUTICS INC(HALO)04,339+4,33902770.11%+277
DIREXION SHS ETF TR
DAILY SMALL CAP
09,413+9,41302750.11%+275
DOUBLELINE ETF TRUST
MORTGAGE ETF
05,609+5,60902750.11%+275
THERMO FISHER SCIENTIFIC INC(TMO)04,004+4,00401,9940.81%+1,994
WASTE MGMT INC DEL(WM)02,154+2,15404990.20%+499
PROSHARES TR II(AGQ)09,935+9,93502690.11%+269
ROPER TECHNOLOGIES INC(ROP)0452+45202670.11%+267
OMNICOM GROUP INC(OMC)03,184+3,18402660.11%+266
STRYKER CORPORATION(SYK)3,3163,900+5841,1971,4550.59%+259
SPDR SER TR
ST BLOO HIGH ETF
02,681+2,68102550.10%+255
REALTY INCOME CORP(O)04,397+4,39702550.10%+255
ARK ETF TR
BLOC FIN INN ETF
07,473+7,47302490.10%+249
NOVARTIS AG(NVS)04,085+4,08504660.19%+466
TARGA RES CORP(TRGP)01,238+1,23802480.10%+248
BANK MONTREAL QUE04,111+4,11102460.10%+246
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)4,1544,865+7117651,0080.41%+244
NEOS ETF TRUST
NASDAQ 100 HDGD
04,956+4,95602420.10%+242
PACER FDS TR
SWAN SOS FD OF
08,430+8,43002410.10%+241
INTERNATIONAL PAPER CO(IP)04,474+4,47402390.10%+239
HENRY JACK & ASSOC INC(JKHY)01,304+1,30402380.10%+238
FIRST TR EXCH TRADED FD III
MUNI HI INCM ETF
04,966+4,96602370.10%+237
KROGER CO(KR)03,476+3,47602350.10%+235
GLOBAL X FDS
GLOBAL X SILVER
05,959+5,95902350.10%+235
ISHARES TR
MSCI UK SM ETF
06,595+6,59502300.09%+230
ALPS ETF TR
ALERIAN MLP
04,417+4,41702290.09%+229
GILEAD SCIENCES INC(GILD)05,676+5,67606360.26%+636
JACOBS SOLUTIONS INC(J)01,889+1,88902280.09%+228
ASTRAZENECA PLC(AZN)03,046+3,04602240.09%+224
WISDOMTREE TR(WT)02,873+2,87302210.09%+221
FRANKLIN ETF TR02,414+2,41402190.09%+219
GLOBAL X FDS
S&P 500 COVERED
05,533+5,53302190.09%+219
GRANITESHARES ETF TR
2X LONG UBER
09,815+9,81502160.09%+216
DIMENSIONAL ETF TRUST
EMERGING MKTS CO
08,157+8,15702160.09%+216
SPDR SER TR
ST STR BL 12 ETF
04,721+4,72104700.19%+470
PIMCO EQUITY SER
RAFI DYN MULTI
06,700+6,70002140.09%+214
WORLD GOLD TR(GLDM)07,532+7,53204660.19%+466
FIRST TR EXCH TRD ALPHDX FD
EUROPE ALPHADEX
05,204+5,20402120.09%+212
WISDOMTREE TR(WT)05,048+5,04802120.09%+212
FIRST TR EXCHANGE TRADED FD
DJ GLBL DIVID
08,762+8,76202120.09%+212
SPDR SER TR
ST STR RATE ETF
06,877+6,87702120.09%+212
EQUITY RESIDENTIAL(EQR)02,952+2,95202110.09%+211
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