Bellwether Advisors, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Bellwether Advisors, LLC reported 513 stock positions worth $559.2 million. Its top holding was SS Technology Select Sector (XLK) at 19.4% of the portfolio, followed by SS Financial Select Sector (XLF, 10.4%) and iShares Core S&P 500 ETF (IVV, 6.3%). Compared with Q3 2024, it opened 390 new positions, sold out of 2, added to 43 and reduced 48. The biggest buy was SS Technology Select Sector (XLK, shares +47%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −92%).

Most Recent 13F
Q2 2026
Location
LINCOLN, NE
CIK
0001819815
Portfolio Value
$559.2M (Q4 2024)
SEC Filing
0001819815-25-000001 ↗ filed Feb 14, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $455.2M Q1 2024 Q2 2024: $476.8M Q2 2024 Q3 2024: $520.6M Q3 2024 Q4 2024: $559.2M $559.2M Q4 2024 Q1 2025: $478.7M Q1 2025 Q2 2025: $585.4M Q2 2025 Q3 2025: $604.9M Q3 2025 Q4 2025: $626.6M Q4 2025 Q1 2026: $590.2M Q1 2026 Q2 2026: $675.0M Q2 2026

Holdings 513 stocks · $559.2M

XLK SS Technology Select Sector 19.44% 467,598 $108.7M Add +47.2%
XLF SS Financial Select Sector 10.38% 1,201,148 $58.1M Add +74.6%
IVV iShares Core S&P 500 ETF 6.29% 59,764 $35.2M Reduce -0.4%
XLY SS Consumer Disc Select Sect 4.47% 111,494 $25.0M Reduce -8.8%
AVGO Broadcom Inc. 4.13% 99,736 $23.1M Add +11.0%
MSFT Microsoft Corp. 3.57% 47,352 $20.0M Add +14.4%
IYK iShares US Consumer Staples 2.45% 208,992 $13.7M Add +15.7%
NVDA Nvidia Corp. 2.36% 98,294 $13.2M Add +345.6%
ORCL Oracle Corp. 2.26% 75,688 $12.6M Reduce -9.9%
PJAN Innovator U.S. Equity Power 2.09% 276,293 $11.7M Add +0.5%
XLC SS Comm Select Sector SPDR 2.02% 116,397 $11.3M Reduce -39.3%
USMV iShares MSCI USA Min Vol Fac 1.63% 102,754 $9.1M Reduce -0.5%
MCHP Microchip Technology Inc. 1.57% 153,032 $8.8M New
PAUG Innovator U.S. Equity Power 1.43% 208,319 $8.0M Reduce 0.0%
PAPR Innovator U.S. Equity Power 1.41% 214,106 $7.9M Reduce -0.3%
AMP Ameriprise Financial Inc. 1.35% 14,212 $7.6M Reduce -2.9%
MSCI MSCI Inc. 1.31% 12,234 $7.3M Add +10.7%
BRK.B Berkshire Hathaway Inc. Class B 1.13% 13,907 $6.3M Add +0.1%
IJH iShares Core S&P Midcap ETF 1.05% 94,455 $5.9M Reduce -0.3%
IXN iShares Global Tech ETF 0.98% 64,828 $5.5M Reduce -0.8%
IJR iShares Core S&P Small-Cap E 0.93% 45,272 $5.2M Reduce -0.7%
MRSH Marsh & McLennan Cos 0.90% 23,728 $5.0M Reduce -12.7%
CME Cme Group Inc. 0.88% 21,102 $4.9M Reduce -28.7%
MCO Moody's Corp. 0.87% 10,222 $4.8M Add +60.4%
PJUN Innovator U.S. Equity Power 0.86% 128,020 $4.8M Reduce -0.0%
MRVL Marvell Technology Inc. 0.78% 39,414 $4.4M New
URI United Rentals Inc. 0.77% 6,113 $4.3M Reduce -1.2%
ABBV Abbvie Inc. 0.72% 22,533 $4.0M Add +6.6%
MTUM iShares MSCI USA Momentum Fa 0.69% 18,516 $3.8M Reduce -1.1%
PSEP Innovator U.S. Equity Power 0.68% 96,869 $3.8M Reduce -0.5%
PNOV Innovator U.S. Equity Power 0.65% 96,504 $3.7M Add +24.1%
PMAR Innovator U.S. Equity Power 0.62% 86,269 $3.5M Reduce -0.6%
BJUL Innovator U.S. Equity Buffer 0.60% 75,522 $3.4M No change
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.55% 2,941 $3.1M Reduce -24.8%
BFEB Innovator U.S. Equity Buffer 0.53% 68,241 $2.9M No change
IXUS iShares Core Intl Stock ETF 0.45% 37,931 $2.5M Reduce -0.8%
ABT Abbott Laboratories 0.43% 21,035 $2.4M Add +0.2%
GOOGL Alphabet Inc. Class A 0.42% 12,517 $2.4M Add +9.4%
AAPL Apple Inc. 0.42% 9,281 $2.3M Add +10.4%
APO Apollo Global Management Inc. 0.41% 13,917 $2.3M Reduce -51.5%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.40% 7,895 $2.2M New
FAST Fastenal Co. 0.40% 31,088 $2.2M Reduce -43.6%
HRL Hormel Foods Corp. 0.38% 67,416 $2.1M Add +508.7%
CPRT Copart Inc. 0.36% 34,889 $2.0M New
SPY SS SPDR S&P 500 ETF Trust-US 0.34% 3,271 $1.9M Reduce -91.8%
BJAN Innovator U.S. Equity Buffer 0.33% 38,699 $1.9M No change
CTAS Cintas Corp. 0.32% 9,808 $1.8M Reduce -14.2%
COIN Coinbase Global Inc. Class A 0.32% 7,178 $1.8M New
IVW iShares S&P 500 Growth ETF 0.32% 17,507 $1.8M Add +0.5%
AGG iShares Core U.S. Aggregate 0.31% 18,170 $1.8M Reduce -0.4%
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.30% 22,695 $1.7M Add +171.2%
MKC McCormick & Co.-Non VTG SHRS 0.30% 22,247 $1.7M Add +17.6%
CLX Clorox Company 0.30% 10,366 $1.7M Add +1.8%
IBB iShares Biotechnology ETF 0.29% 12,156 $1.6M No change
PDEC Innovator U.S. Equity Power 0.28% 40,895 $1.6M Add +157.9%
USIG iShares Broad Usd Investment 0.28% 31,037 $1.6M Reduce -1.3%
BF.B Brown-Forman Corp. Class B 0.27% 39,640 $1.5M Add +20.0%
IBIT iShares Bitcoin Trust ETF 0.25% 26,270 $1.4M No change
NWS News Corp. Class B 0.24% 44,457 $1.4M Add +8.5%
GBTC Grayscale Bitcoin Trust ETF 0.24% 18,051 $1.3M No change
POCT Innovator U.S. Equity Power 0.23% 32,808 $1.3M Add +71.0%
ISTB iShares Core 1-5 Year Usd Bo 0.23% 26,844 $1.3M Add +0.8%
WMT Walmart Inc. 0.22% 13,711 $1.2M Reduce -13.8%
EFAV iShares MSCI Eafe Min Vol Fa 0.22% 17,013 $1.2M Reduce -0.9%
ROST Ross Stores Inc. 0.20% 7,530 $1.1M Reduce -68.1%
JEPI JPMorgan Equity Premium Inco 0.20% 19,393 $1.1M No change
DG Dollar General Corp. 0.17% 12,773 $968K New
PJUL Innovator U.S. Equity Power 0.17% 23,083 $950K No change
ORLY O'reilly Automotive Inc. 0.17% 787 $933K Reduce -59.0%
CMCSA Comcast Corp. Class A 0.17% 24,797 $931K Reduce -22.0%
DHI D.R. Horton Inc. 0.16% 6,408 $896K New
CSGP Costar Group Inc. 0.15% 11,979 $858K Add +63.1%
PINS Pinterest Inc. Class A 0.15% 29,452 $854K Add +57.7%
EEMV iShares MSCI Emg MKT Min Vol 0.15% 14,470 $839K Add +0.2%
XLI SS Industrial Select Sector 0.15% 6,228 $821K Reduce -94.3%
EA Electronic Arts Inc. 0.14% 5,524 $808K New
AZO AutoZone Inc. 0.14% 250 $801K New
AMZN Amazon.com Inc. 0.14% 3,613 $793K Reduce -0.9%
IYH iShares U.S. Healthcare ETF 0.14% 13,486 $786K Reduce -95.1%
DBEF Xtrackers MSCI Eafe Hedged E 0.14% 18,831 $780K No change
BDEC Innovator U.S. Equity Buffer 0.14% 17,868 $770K No change
PMAY Innovator U.S. Equity Power 0.13% 19,734 $709K Reduce -6.3%
FLOT iShares Floating Rate Bond E 0.13% 13,859 $705K Reduce -0.0%
ACWV iShares MSCI Global Min Vol 0.12% 6,393 $698K Add +3.1%
FSK FS KKR Capital Corp. 0.12% 29,954 $651K Reduce -2.6%
SHW The Sherwin-Williams Co. 0.11% 1,849 $629K No change
ACWI iShares MSCI Acwi ETF 0.11% 5,176 $608K Add +0.7%
LRGF iShares US Equity Factor ETF 0.11% 9,907 $598K No change
BSEP Innovator U.S. Equity Buffer 0.10% 12,383 $531K No change
BMAR Innovator U.S. Equity Buffer 0.09% 11,334 $523K No change
ON On Semiconductor 0.09% 8,077 $509K Reduce -95.0%
BUFF Innovator Laddered Allocatio 0.09% 10,596 $476K Add +26.2%
HD Home Depot Inc. 0.08% 1,167 $454K Add +4.5%
WERN Werner Enterprises Inc. 0.08% 12,379 $445K Add +23.6%
OMC Omnicom Group 0.07% 4,766 $410K Reduce -15.8%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.07% 8,970 $405K Reduce -1.9%
ED Consolidated Edison Inc. 0.07% 4,375 $390K New
VOO Vanguard S&P 500 ETF 0.07% 696 $375K No change
SCHW Schwab (charles) Corp. 0.06% 4,770 $353K New
BOCT Innovator U.S. Equity Buffer 0.06% 8,147 $352K New
EFA iShares MSCI Eafe ETF 0.06% 4,401 $333K No change
T AT&T Inc. 0.06% 14,270 $325K No change
GOVT iShares US Treasury Bond ETF 0.06% 13,716 $315K Reduce -7.2%
META Meta Platforms Inc. Class A 0.06% 535 $313K No change
V Visa Inc. Class A 0.05% 968 $306K Add +5.1%
UNP Union Pacific Corp. 0.05% 1,323 $302K No change
MDYG SS SPDR S&P 400 MC GR ETF 0.05% 3,436 $299K New
HUBS HubSpot Inc. 0.05% 416 $290K Reduce -94.7%
IVE iShares S&P 500 Value ETF 0.05% 1,507 $288K Add +9.4%
ESGU iShares ESG Aware MSCI USA 0.05% 2,224 $286K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.05% 1,060 $286K Reduce -3.1%
AOR iShares Core 60/40 Balanced 0.05% 4,971 $285K Add +25.3%
JPM JPMorgan Chase & Co. 0.05% 1,123 $269K Add +8.5%
GOOG Alphabet Inc. Class C 0.05% 1,411 $269K Add +9.4%
AOA iShares Core 80/20 Aggressiv 0.05% 3,469 $266K Add +25.7%
AXP American Express Co. 0.05% 879 $261K No change
CAG Conagra Brands Inc. 0.05% 9,120 $253K No change
UAL United Airlines Holdings Inc. 0.04% 2,564 $249K New
SCHV Schwab US Large-Cap Value 0.04% 9,473 $247K No change
LMT Lockheed Martin Corp. 0.04% 498 $242K Add +0.2%
BAPR Innovator U.S. Equity Buffer 0.04% 5,352 $237K No change
ITOT iShares Core S&P Total U.S. 0.04% 1,797 $231K Reduce -4.1%
BLK BlackRock Inc. 0.04% 216 $221K New
FXR First Trust Indst/Producers 0.04% 2,950 $221K No change
IEFA iShares Core MSCI Eafe ETF 0.04% 3,137 $220K Add +0.1%
FXO First Trust Financial Alphad 0.04% 4,065 $220K No change
COP Conocophillips 0.04% 2,136 $212K Reduce -2.0%
EMB iShares JP Morgan Usd Emergi 0.04% 2,335 $208K Add +5.5%
SCHG Schwab US Large-Cap Growth 0.04% 7,341 $205K New
APRQ Innovator Prem Inc. 40 Bar-Ap 0.04% 8,200 $202K No change
COST Costco Wholesale Corp. 0.04% 219 $201K New
DFUV Dimensional US Marketwide Va 0.04% 4,865 $199K No change
APRJ Innov Prem Inc. 30 Barr-April 0.04% 8,000 $197K New
PEP Pepsico Inc. 0.04% 1,295 $197K New
VWO Vanguard Ftse Emerging Marke 0.04% 4,455 $196K No change
BX Blackstone Inc. 0.04% 1,137 $196K New
LUV Southwest Airlines Co. 0.04% 5,818 $196K New
SYK Stryker Corp. 0.03% 538 $194K New
LW Lamb Weston Holdings Inc. 0.03% 2,881 $193K New
IJJ iShares S&P Mid-Cap 400 Valu 0.03% 1,532 $191K New
SCHF Schwab Intl Equity ETF 0.03% 10,150 $188K No change
AAON Aaon Inc. 0.03% 1,580 $186K New
TSLA Tesla Inc. 0.03% 457 $185K New
SPIB SS SPDR P Int C Corp. ETF 0.03% 5,535 $181K New
IGIB iShares 5-10Y Inv Grade Corp. 0.03% 3,441 $177K New
BTC Grayscale Bitcoin Mini ETF 0.03% 4,119 $172K Add +14.1%
IJT iShares S&P Small-Cap 600 GR 0.03% 1,260 $171K New
AOCT In Equ D PR ETF - 2 Y O 2026 0.03% 6,538 $163K New
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.03% 1,512 $162K New
ONEV SS SPDR R1000 Lo Vol Foc ETF 0.03% 1,280 $161K New
ROK Rockwell Automation Inc. 0.03% 553 $158K New
MCD McDonald's Corp. 0.03% 542 $157K New
ODFL Old Dominion Freight Line 0.03% 872 $154K New
NEAR iShares SH Dba ETF Usd Inc. 0.03% 3,036 $153K New
KO The Coca-Cola Co. 0.03% 2,409 $150K New
HON Honeywell International Inc. 0.03% 661 $149K New
PG The Procter & Gamble Co. 0.03% 857 $144K New
WSO Watsco Inc. 0.03% 300 $142K New
DHR Danaher Corp. 0.02% 589 $135K New
ESGD iShares Trust iShares ESG Aw 0.02% 1,717 $131K New
BJUN Innovator U.S. Equity Buffer 0.02% 3,076 $128K New
KOCT Innovator U.S. Small Cap Pow 0.02% 4,110 $126K New
BAUG Innovator U.S. Equity Buffer 0.02% 2,847 $124K New
ETN Eaton Corp. PLC 0.02% 371 $123K New
NFLX Netflix Inc. 0.02% 135 $120K Reduce -91.8%
WMB Williams Cos Inc. 0.02% 2,132 $115K New
PYPL PayPal Holdings Inc. 0.02% 1,349 $115K New
IYR iShares US Real Estate ETF 0.02% 1,223 $114K New
QFLR Innovator Nasdaq-100 MF ETF 0.02% 3,833 $112K New
BUFB Innovator Ladd Allo Buff ETF 0.02% 3,396 $110K New
RWR SS SPDR Dow Jones REIT ETF 0.02% 1,109 $110K New
UPS United Parcel Service Class B 0.02% 850 $107K New
BNOV Innovator U.S. Equity Buffer 0.02% 2,714 $107K New
LOAN Manhattan Bridge Capital Inc. 0.02% 105,585 $106K No change
MRK Merck & Co. Inc. 0.02% 1,058 $105K New
KAPR Innovator U.S. Small Cap Pow 0.02% 3,216 $105K New
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.02% 1,329 $105K New
XOM Exxon Mobil Corp. 0.02% 969 $104K New
SCHD Schwab US DVD Equity ETF 0.02% 3,720 $102K New
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.02% 2,296 $101K New
MCK McKesson Corp. 0.02% 177 $101K New
APRH Innov Prem Inc. 20 Barr-April 0.02% 4,072 $100K New
ZNOV Invtr Equ DE PR ETF - 1 YR N 0.02% 4,000 $100K New
VTI VG Morningstar TS MKT ETF-US 0.02% 342 $99K New
SCHE Schwab Emrg Mrkts Eqty ETF 0.02% 3,676 $98K New
JNJ Johnson & Johnson 0.02% 673 $97K New
CTVA Corteva Inc. 0.02% 1,696 $97K New
MA Mastercard Inc. Class A 0.02% 181 $95K New
MDYV SS SPDR S&P 400 MC Val ETF 0.02% 1,183 $95K New
USB US Bancorp 0.02% 1,981 $95K New
WFC Wells Fargo & Co. 0.02% 1,235 $87K New
SCHC Schwab Intl Small-Cap Equity 0.02% 2,515 $86K New
IEMG iShares Core MSCI Emerging 0.02% 1,642 $86K New
CSCO Cisco Systems Inc. 0.01% 1,357 $80K New
EEM iShares MSCI Emerging Market 0.01% 1,908 $80K New
IEF iShares 7-10 Year Treasury B 0.01% 854 $79K New
ADBE Adobe Inc. 0.01% 176 $78K New
AEP American Electric Power 0.01% 838 $77K New
DLS Wisdomtree Intl S/C DVD Fund 0.01% 1,225 $77K New
MDLZ Mondelez International Inc. Class A 0.01% 1,253 $75K New
C Citigroup Inc. 0.01% 1,019 $72K New
AMGN Amgen Inc. 0.01% 274 $71K New
TECB iShares US Tech Breakthrough 0.01% 1,338 $71K New
IWP iShares Russell Mid-Cap Grow 0.01% 553 $70K New
FCOR Fidelity Corporate Bond ETF 0.01% 1,453 $67K New
DFAT Dimensional US Target Value 0.01% 1,206 $67K New
IJS iShares S&P Small-Cap 600 Va 0.01% 615 $67K New
SPAB SS SPDR P Agg Bond ETF 0.01% 2,641 $66K New
LLY Eli Lilly & Co. 0.01% 85 $66K New
EFV iShares MSCI Eafe Value ETF 0.01% 1,244 $65K New
UNH Unitedhealth Group Inc. 0.01% 129 $65K New
PRFZ Inv Rafi US 1500 SM-Usd Inc. 0.01% 1,556 $65K New
DE Deere & Co. 0.01% 152 $64K New
SLYV SS SPDR S&P 600 SC Val ETF 0.01% 725 $63K New
GD General Dynamics Corp. 0.01% 239 $63K New
ALL Allstate Corp. 0.01% 326 $63K New
ESGE iShares Inc. iShares ESG Awar 0.01% 1,880 $63K New
PCAR Paccar Inc. 0.01% 597 $62K New
ZOCT Inr Eqty Def P ETF - 1 Y Oc 0.01% 2,400 $61K New
APOC Inr Eqty Def P ETF - 6 M A/O 0.01% 2,375 $60K New
KOMP SS SPDR S&P Kensho Ne Comp 0.01% 1,179 $60K New
ZTS Zoetis Inc. 0.01% 363 $59K New
SLYG SS SPDR S&P 600 SC GR ETF 0.01% 651 $59K New
ITA iShares U.S. Aerospace & Def 0.01% 400 $58K New
BND Vanguard Total Bond Market 0.01% 804 $58K New
PBR.A Petroleo Brasil-SP Pref ADR 0.01% 4,705 $56K New
AMH American Homes 4 Rent- A 0.01% 1,487 $56K New
NI Nisource Inc. 0.01% 1,505 $55K New
PFEB Innovator U.S. Equity Power 0.01% 1,445 $53K New
MOAT Vaneck Morningstar Wide Moat 0.01% 569 $53K New
PKST Peakstone Realty Trust 0.01% 4,689 $52K New
CAT Caterpillar Inc. 0.01% 140 $51K New
CVX Chevron Corp. 0.01% 349 $51K New
PH Parker Hannifin Corp. 0.01% 78 $50K New
LEN Lennar Corp. Class A 0.01% 363 $50K Reduce -97.1%
SCHM Schwab US Mid Cap ETF 0.01% 1,728 $48K New
CMI Cummins Inc. 0.01% 137 $48K New
TGT Target Corp. 0.01% 347 $47K New
EWZ iShares MSCI Brazil ETF 0.01% 2,065 $46K New
MLM Martin Marietta Materials 0.01% 89 $46K New
BKE The Buckle Inc. 0.01% 849 $43K New
HEFA Isha Curr Hedged MSCI Eafe 0.01% 1,184 $41K New
FTEC Fidelity MSCI Info Tech Indx 0.01% 215 $40K New
SHY iShares 1-3 Year Treasury Bo 0.01% 477 $39K New
NVS Novartis AG-Sponsored ADR 0.01% 389 $38K New
MO Altria Group Inc. 0.01% 722 $38K New
PSX Phillips 66 0.01% 329 $37K New
CRWD CrowdStrike Holdings Inc. Class A 0.01% 109 $37K New
SPDW Ste STR SPDR PT DW Eu ETF 0.01% 1,064 $36K New
IBKR Interactive Brokers Gro Class A 0.01% 197 $35K New
EIX Edison International 0.01% 420 $34K New
VXF Vanguard Extended Market ETF 0.01% 176 $33K New
NOC Northrop Grumman Corp. 0.01% 71 $33K New
EFG iShares MSCI Eafe Growth ETF 0.01% 337 $33K New
IGSB iShares 1-5Y Inv Grade Corp. 0.01% 631 $33K New
SCHX Schwab US Large-Cap ETF 0.01% 1,383 $32K New
QUAL iShares MSCI USA Quality Fac 0.01% 178 $32K New
CAH Cardinal Health Inc. 0.01% 268 $32K New
AOM iShares Core 40/60 Moderate 0.01% 725 $31K New
CPT Camden Property Trust 0.01% 270 $31K New
SHYG iShares 0-5 YR HY Corp. Bond 0.01% 714 $30K New
NEE Nextera Energy Inc. 0.01% 415 $30K New
VIOO Vanguard S&P Small-Cap 600 E 0.01% 280 $30K New
ARKK ARK Innovation ETF 0.01% 519 $29K New
UA Under Armour Inc. Class C 0.01% 3,890 $29K New
XMHQ Invesco S&P Midcap Qual ETF 0.01% 286 $28K New
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.00% 360 $28K New
FXZ First Trust Materials Alphad 0.00% 450 $26K New
SPSM SS SPDR P S&P 600 Small Cap 0.00% 561 $25K New
DELL Dell Technologies -C 0.00% 218 $25K New
DOW Dow Inc. 0.00% 626 $25K New
BALT Inn Defined Wealth Shield 0.00% 775 $24K New
PWV Invesco Large Cap Value ETF 0.00% 424 $24K New
MDY State Street SPDR S&P Midcap 0.00% 41 $23K New
KR Kroger Co. 0.00% 372 $23K New
PPG PPG Industries Inc. 0.00% 186 $22K New
WY Weyerhaeuser Co. 0.00% 789 $22K New
AOK iShares Core 30/70 Conservat 0.00% 577 $22K New
FISV Fiserv Inc. 0.00% 103 $21K New
CRM Salesforce Inc. 0.00% 61 $20K New
GE General Electric filed as GE AEROSPACE 0.00% 122 $20K New
BBY Best Buy Co. Inc. 0.00% 237 $20K New
VZ Verizon Communications Inc. 0.00% 504 $20K New
BKNG Booking Holdings Inc. 0.00% 4 $20K New
ADM Archer-Daniels-Midland Co. 0.00% 393 $20K New
LOW Lowe's Cos Inc. 0.00% 80 $20K New
LYB Lyondellbasell Indu Class A 0.00% 260 $19K New
HII Huntington Ingalls Industrie 0.00% 101 $19K New
MBB iShares MBS ETF 0.00% 208 $19K New
VTV Vanguard Mrngstr Val ETF-Aui 0.00% 112 $19K New
PM Philip Morris International 0.00% 155 $19K New
NUE Nucor Corp. 0.00% 160 $19K New
VLTO Veralto Corp. 0.00% 181 $18K New
CRK Comstock Resources Inc. 0.00% 1,000 $18K New
BMAY Innovator U.S. Equity Buffer 0.00% 451 $18K New
AMD Advanced Micro Devices 0.00% 150 $18K New
BA The Boeing Co. 0.00% 100 $18K New
RTX RTX Corp. 0.00% 147 $17K New
NOW ServiceNow Inc. 0.00% 16 $17K New
QCOM Qualcomm Inc. 0.00% 108 $17K New
HAL Halliburton Co. 0.00% 600 $16K New
RELX Relx PLC - Spon ADR 0.00% 353 $16K New
BSX Boston Scientific Corp. 0.00% 176 $16K New
PHM Pultegroup Inc. 0.00% 144 $16K New
SMH Vaneck Semiconductor ETF 0.00% 62 $15K New
VRTX Vertex Pharmaceuticals Inc. 0.00% 37 $15K New
RIVN Rivian Automotive Inc. Class A 0.00% 1,086 $14K New
INTC Intel Corp. 0.00% 714 $14K New
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.00% 115 $14K New
DKNG Draftkings Inc. Class A 0.00% 373 $14K New
EMBJ Embraer SA-Spon ADR 0.00% 377 $14K New
TLT iShares 20+ Year Treasury BD 0.00% 158 $14K New
PAYX Paychex Inc. 0.00% 98 $14K New
SPEM State Street SP PTF Em ETF 0.00% 357 $14K New
MSOS Advisorshares Pure US Cann 0.00% 3,534 $13K New
MNST Monster Beverage Corp. 0.00% 256 $13K Reduce -99.2%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.00% 128 $13K New
QQQ Invesco QQQ Trust Series 1 0.00% 26 $13K New
TMUS T-Mobile US Inc. 0.00% 60 $13K New
MVIS Microvision Inc. 0.00% 10,000 $13K No change
DDOG Datadog Inc. Class A 0.00% 91 $13K New
IGE iShares North American Natur 0.00% 300 $13K New
ADP Automatic Data Processing 0.00% 43 $13K New
DD Dupont DE Nemours Inc. 0.00% 160 $12K New
MMM 3M Co. 0.00% 92 $12K New
QS Quantumscape Corp. 0.00% 2,280 $12K New
IP International Paper Co. 0.00% 217 $12K New
NKE Nike Inc. Class B 0.00% 153 $12K New
QXO Qxo Inc. 0.00% 720 $11K New
DGX Quest Diagnostics Inc. 0.00% 75 $11K New
RGA Reinsurance Group of America 0.00% 52 $11K New
EXPE Expedia Group Inc. 0.00% 59 $11K New
INGR Ingredion Inc. 0.00% 78 $11K New
CASY Casey's General Stores Inc. 0.00% 27 $11K New
KVUE Kenvue Inc. 0.00% 498 $11K New
FANG Diamondback Energy Inc. 0.00% 64 $10K New
EBAY eBay Inc. 0.00% 169 $10K New
BANC Banc of California Inc. 0.00% 676 $10K New
DVY iShares Select Dividend ETF 0.00% 77 $10K New
VCSH Vanguard S/T Corp. Bond ETF 0.00% 125 $10K New
WDAY Workday Inc. Class A 0.00% 37 $10K New
CMG Chipotle Mexican Grill Inc. 0.00% 151 $9K New
VONG Vanguard Russell 1000 Growth 0.00% 88 $9K New
XLV SS Health Care Select Sector 0.00% 66 $9K New
MPC Marathon Petroleum Corp. 0.00% 65 $9K New
DTE DTE Energy Company 0.00% 75 $9K New
TXT Textron Inc. 0.00% 118 $9K New
XT Ishar Fture Exp Tech ETF-Usd 0.00% 150 $9K New
MAR Marriott International Class A 0.00% 31 $9K New
DRS Leonardo DRS Inc. 0.00% 267 $9K New
SPMD SS SPDR P S&P 400 Midcap ETF 0.00% 151 $8K New
AWK American Water Works Co. Inc. 0.00% 65 $8K New
LIN Linde PLC 0.00% 19 $8K New
LDOS Leidos Holdings Inc. 0.00% 55 $8K New
TXN Texas Instruments Inc. 0.00% 42 $8K New
TMO Thermo Fisher Scientific Inc. 0.00% 15 $8K New
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.00% 70 $8K New
VET Vermilion Energy Inc. 0.00% 815 $8K New
CW Curtiss-Wright Corp. 0.00% 21 $7K New
ACN Accenture PLC Class A 0.00% 21 $7K New
GEV GE Vernova Inc. 0.00% 21 $7K New
VGSH Vanguard Short-Term Treasury 0.00% 118 $7K New
ESGV Vanguard ESG US Stock ETF 0.00% 65 $7K New
EMR Emerson Electric Co. 0.00% 52 $6K New
PLD Prologis Inc. 0.00% 59 $6K New
NRC NRC Health filed as NATIONAL RESH CORP 0.00% 350 $6K New
BP BP PLC-Spons ADR 0.00% 200 $6K New
MOG.A Moog Inc. Class A 0.00% 30 $6K New
DES Wisdomtree US Smallcap Divid 0.00% 170 $6K New
IGLB iShares 10+ Year Inv GR Corp. 0.00% 117 $6K New
FDX FedEx Corp. 0.00% 20 $6K New
PDD PDD Holdings Inc. 0.00% 56 $5K New
ICE Intercontinental Exchange Inc. 0.00% 36 $5K New
SLV iShares Silver Trust 0.00% 200 $5K New
MELI MercadoLibre Inc. 0.00% 3 $5K New
GLD SPDR Gold Shares 0.00% 21 $5K New
LRCX Lam Research Corp. 0.00% 70 $5K New
HAS Hasbro Inc. 0.00% 90 $5K New
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.00% 45 $5K New
SPGI S&P Global Inc. 0.00% 10 $5K New
HPE Hewlett Packard Enterprise 0.00% 233 $5K New
ESLT Elbit Systems Ltd. 0.00% 19 $5K New
SYY Sysco Corp. 0.00% 62 $5K New
HUCK Huckleberry AI Inc. filed as DOMO INC 0.00% 666 $5K New
TDY Teledyne Technologies Inc. 0.00% 10 $5K New
VXX Ipath Series B S&P 500 Vix filed as BARCLAYS BANK PLC 0.00% 100 $5K New
XLP SS Consumer Staples Sel Sect 0.00% 58 $5K New
IYE iShares U.S. Energy ETF 0.00% 98 $4K New
GNL Global Net Lease Inc. 0.00% 598 $4K New
PFE Pfizer Inc. 0.00% 163 $4K New
BIIB Biogen Inc. 0.00% 28 $4K New
FTSM First Trust Enh Short Mat FD 0.00% 71 $4K New
HPQ HP Inc. 0.00% 129 $4K New
HBAN Huntington Bancshares Inc. 0.00% 258 $4K New
APH Amphenol Corp. Class A 0.00% 60 $4K New
DCO Ducommun Inc. 0.00% 65 $4K New
DOC Healthpeak Properties Inc. 0.00% 200 $4K New
F Ford Motor Co. filed as FORD MTR CO 0.00% 403 $4K New
B Barrick Gold Corp. 0.00% 250 $4K New
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.00% 101 $4K New
JD Jd.com Inc.-ADR 0.00% 111 $4K New
RIOT Riot Platforms Inc. 0.00% 375 $4K New
BIDU Baidu Inc. - Spon ADR 0.00% 45 $4K New
BITO Proshares Bitcoin ETF-Usd 0.00% 166 $4K New
VCIT Vanguard Int-Term Corporate 0.00% 46 $4K New
SAIC Science Applications Inte 0.00% 33 $4K New
DTM DT Midstream Inc. 0.00% 36 $4K New
LAB Standard Biotools Inc. 0.00% 2,016 $4K New
SPSB SS SPDR P St C Corp. ETF 0.00% 117 $3K New
CRSP Crispr Therapeutics AG 0.00% 88 $3K New
GFF Griffon Corp. 0.00% 48 $3K New
IYG iShares U.S. Financial Servi 0.00% 42 $3K New
OSK Oshkosh Corp. 0.00% 33 $3K New
GWX State Street SPDR S&P Intern 0.00% 100 $3K New
USRT iShares Core US REIT ETF 0.00% 54 $3K New
HXL Hexcel Corp. 0.00% 49 $3K New
XLG Invesco S&P 500 Top 50 ETF 0.00% 61 $3K New
GEHC GE Healthcare Technology 0.00% 38 $3K New
CBZ Cbiz Inc. 0.00% 36 $3K New
IDU iShares US Utilities ETF 0.00% 29 $3K New
IRT Independence Realty Trust Inc. 0.00% 139 $3K New
LHX L3HARRIS Technologies Inc. 0.00% 13 $3K New
QLTA iShares Aaa - A Rated Corpor 0.00% 58 $3K New
WM Waste Management Inc. 0.00% 13 $3K New
RSG Republic Services Inc. 0.00% 13 $3K New
VSEC Vse Corp. 0.00% 27 $3K New
SLGN Silgan Holdings Inc. 0.00% 49 $3K New
NBIS Nebius Group NV 0.00% 92 $3K New
BABA Alibaba Group Holding-SP ADR 0.00% 30 $3K New
XLB SS Materials Select Sector 0.00% 30 $3K New
REZ Ishars Res and Multi Reales 0.00% 31 $3K New
PCG P G & E Corp. 0.00% 123 $2K New
OPRA Opera Ltd.-ADR 0.00% 130 $2K New
UMH Umh Properties Inc. filed as UMH PPTYS INC 0.00% 128 $2K New
CDNS Cadence Design SYS Inc. 0.00% 8 $2K New
CAE Cae Inc. 0.00% 93 $2K New
GILD Gilead Sciences Inc. 0.00% 25 $2K New
BRT BRT Apartments Corp. 0.00% 127 $2K New
GS Goldman Sachs Group Inc. 0.00% 4 $2K New
GPK Graphic Packaging Holding Co. 0.00% 83 $2K New
PLAB Photronics Inc. 0.00% 93 $2K New
MAA Mid-America Apartment Comm 0.00% 14 $2K New
SO The Southern Co. 0.00% 25 $2K New
ELS Equity Lifestyle Properties 0.00% 30 $2K New
INVH Invitation Homes Inc. 0.00% 62 $2K New
VSS Vanguard Ftse All Wo X-US SC 0.00% 17 $2K New
EXC Exelon Corp. 0.00% 50 $2K New
OTTR Otter Tail Corp. 0.00% 25 $2K New
TECK Teck Resources Ltd.-CLS B 0.00% 45 $2K New
NXRT Nexpoint Residential 0.00% 43 $2K New
CL Colgate-Palmolive Co. 0.00% 19 $2K New
WBD Warner Bros Discovery Inc. 0.00% 158 $2K New
GIS General Mills Inc. 0.00% 26 $2K New
CROX Crocs Inc. 0.00% 15 $2K New
USO United States Oil Fund LP 0.00% 22 $2K New
CPB The Campbell's Company 0.00% 39 $2K New
EWC iShares MSCI Canada ETF 0.00% 39 $2K New
KMB Kimberly-Clark Corp. 0.00% 12 $2K New
ETHE Grayscale Ethereum Staking E 0.00% 54 $2K New
MGV Vngrd Mrgstr MG CP VL ETF-Ui 0.00% 12 $1K New
AVY Avery Dennison Corp. 0.00% 8 $1K New
AGNC AGNC Investment Corp. 0.00% 162 $1K New
WMK Weis Markets Inc. filed as WEIS MKTS INC 0.00% 22 $1K New
WLK Westlake Corp. 0.00% 13 $1K New
ELV Elevance Health Inc. 0.00% 4 $1K New
BAX Baxter International Inc. 0.00% 50 $1K New
SLM SLM Corp. 0.00% 50 $1K New
STT State Street Corp. 0.00% 14 $1K New
CHTR Charter Communications Inc. Class A 0.00% 4 $1K New
STZ Constellation Brands Inc. Class A 0.00% 6 $1K New
SOLV Solventum Corp. 0.00% 20 $1K New
VERU Veru Inc. 0.00% 2,000 $1K New
RWX State Street SPDR Dow Jones 0.00% 53 $1K New
VMBS Vanguard Mortgage-Backed Sec 0.00% 24 $1K New
SPYM Ste STR SPDR PT S&P 500 ETF 0.00% 15 $1K New
FBTC Fidelity Wise Origin Bitcoin 0.00% 12 $979 New
WHR Whirlpool Corp. 0.00% 8 $916 New
FPX First Trust US Equity Opport 0.00% 7 $816 New
TQQQ Proshares Ultrapro QQQ 0.00% 10 $791 New
VOD Vodafone Group PLC-SP ADR 0.00% 89 $756 New
TIP iShares Tips Bond ETF 0.00% 7 $746 New
NAVI Navient Corp. 0.00% 53 $704 New
VDC Vanguard Consumer Staple ETF 0.00% 3 $634 New
SVM Silvercorp Metals Inc. 0.00% 204 $612 New
ETH Grayscale Ethereum Staking M 0.00% 19 $598 New
WAB Wabtec Corp. 0.00% 3 $569 New
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.00% 2 $528 New
TAK Takeda Pharmaceutic-SP ADR 0.00% 36 $477 New
BNDX Vanguard Total Intl Bond ETF 0.00% 9 $441 New
SLVM Sylvamo Corp. 0.00% 5 $395 New
HLN Haleon PLC-ADR 0.00% 41 $391 New
KDP Keurig Dr Pepper Inc. 0.00% 11 $353 New
CTSH Cognizant Tech Solutions-A 0.00% 4 $308 New
KHC The Kraft Heinz Co. 0.00% 10 $307 New
TCOM Trip.com Group Ltd.-ADR 0.00% 4 $275 New
XEL Xcel Energy Inc. 0.00% 4 $270 New
UNIT Uniti Group LLC Com SHS 0.00% 38 $209 New
AZN Astrazeneca PLC-Spons ADR 0.00% 3 $197 New
CHKP Check Point Software Tech 0.00% 1 $187 New
SNAP Snap Inc. Class A 0.00% 17 $183 New
CALY Callaway Golf Company filed as TOPGOLF CALLAWAY BRANDS CORP 0.00% 23 $181 New
CDW CDW Corp. 0.00% 1 $174 New
VTRS Viatris Inc. 0.00% 14 $174 New
DXCM Dexcom Inc. 0.00% 2 $156 New
REZI Resideo Technologies Inc. 0.00% 5 $115 New
RKLB Rocket Lab USA Inc. 0.00% 4 $102 New
OGN Organon & Co. 0.00% 6 $90 New
SWKS Skyworks Solutions Inc. 0.00% 1 $89 New
VIAV Viavi Solutions Inc. 0.00% 6 $61 New
HRB H&R Block Inc. filed as BLOCK H & R INC 0.00% 1 $53 New
VNQ Vanguard Real Estate ETF 0.00% 1 $47 New
DK Delek US Holdings Inc. 0.00% 1 $18 New
BPPTU BP Prudhoe Bay Royalty Trust 0.00% 1 $0 New
Lines left out (1) · $3 — a value with no share or principal amount
SecurityClassSharesValue
RF Regions Financial Corp. COM0$3

Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.

Total filed on the 13F, all lines: $559.2M.

Portfolio Sells Q3 2024 → Q4 2024

SPY SS SPDR S&P 500 ETF Trust-US Reduce -91.8% 0.34% −4.03
IYH iShares U.S. Healthcare ETF Reduce -95.1% 0.14% −3.29
XLI SS Industrial Select Sector Reduce -94.3% 0.15% −2.68
ON On Semiconductor Reduce -95.0% 0.09% −2.15
XLC SS Comm Select Sector SPDR Reduce -39.3% 2.02% −1.32
HUBS HubSpot Inc. Reduce -94.7% 0.05% −0.75
INTU Intuit Inc. Sold out 0.00% −0.72
ORCL Oracle Corp. Reduce -9.9% 2.26% −0.50
ROST Ross Stores Inc. Reduce -68.1% 0.20% −0.48
LEN Lennar Corp. Class A Reduce -97.1% 0.01% −0.45
CME Cme Group Inc. Reduce -28.7% 0.88% −0.38
IVV iShares Core S&P 500 ETF Reduce -0.4% 6.29% −0.36
FAST Fastenal Co. Reduce -43.6% 0.40% −0.36
MNST Monster Beverage Corp. Reduce -99.2% 0.00% −0.32
APO Apollo Global Management Inc. Reduce -51.5% 0.41% −0.28
MRSH Marsh & McLennan Cos Reduce -12.7% 0.90% −0.26
ORLY O'reilly Automotive Inc. Reduce -59.0% 0.17% −0.26
XLY SS Consumer Disc Select Sect Reduce -8.8% 4.47% −0.23
GWW WW Grainger Inc. Reduce -24.8% 0.55% −0.23
NFLX Netflix Inc. Reduce -91.8% 0.02% −0.20
URI United Rentals Inc. Reduce -1.2% 0.77% −0.19
USMV iShares MSCI USA Min Vol Fac Reduce -0.5% 1.63% −0.18
TSN Tyson Foods Inc. Class A Sold out 0.00% −0.13
CTAS Cintas Corp. Reduce -14.2% 0.32% −0.13
IJR iShares Core S&P Small-Cap E Reduce -0.7% 0.93% −0.09
CMCSA Comcast Corp. Class A Reduce -22.0% 0.17% −0.09
IXUS iShares Core Intl Stock ETF Reduce -0.8% 0.45% −0.08
IJH iShares Core S&P Midcap ETF Reduce -0.3% 1.05% −0.08
PAUG Innovator U.S. Equity Power Reduce 0.0% 1.43% −0.08
PAPR Innovator U.S. Equity Power Reduce -0.3% 1.41% −0.08
IXN iShares Global Tech ETF Reduce -0.8% 0.98% −0.05
PJUN Innovator U.S. Equity Power Reduce -0.0% 0.86% −0.05
MTUM iShares MSCI USA Momentum Fa Reduce -1.1% 0.69% −0.04
PSEP Innovator U.S. Equity Power Reduce -0.5% 0.68% −0.04
AGG iShares Core U.S. Aggregate Reduce -0.4% 0.31% −0.04
OMC Omnicom Group Reduce -15.8% 0.07% −0.04
USIG iShares Broad Usd Investment Reduce -1.3% 0.28% −0.04
EFAV iShares MSCI Eafe Min Vol Fa Reduce -0.9% 0.22% −0.04
PMAR Innovator U.S. Equity Power Reduce -0.6% 0.62% −0.03
WMT Walmart Inc. Reduce -13.8% 0.22% −0.03
PMAY Innovator U.S. Equity Power Reduce -6.3% 0.13% −0.02
IUSB Ishr CR Unvrse Usd BD ETF-Ui Reduce -1.9% 0.07% −0.01
GOVT iShares US Treasury Bond ETF Reduce -7.2% 0.06% −0.01
FLOT iShares Floating Rate Bond E Reduce -0.0% 0.13% −0.01
COP Conocophillips Reduce -2.0% 0.04% −0.01
VV Vngrd Mrgstr LRG-Cap ETF-Usd Reduce -3.1% 0.05% −0.00
ITOT iShares Core S&P Total U.S. Reduce -4.1% 0.04% −0.00
FSK FS KKR Capital Corp. Reduce -2.6% 0.12% −0.00
AMZN Amazon.com Inc. Reduce -0.9% 0.14% +0.01
AMP Ameriprise Financial Inc. Reduce -2.9% 1.35% +0.03

Portfolio Buys Q3 2024 → Q4 2024

XLK SS Technology Select Sector Add +47.2% 19.44% +5.67
XLF SS Financial Select Sector Add +74.6% 10.38% +4.39
NVDA Nvidia Corp. Add +345.6% 2.36% +1.85
MCHP Microchip Technology Inc. New 1.57% +1.57
AVGO Broadcom Inc. Add +11.0% 4.13% +1.16
MRVL Marvell Technology Inc. New 0.78% +0.78
AJG Arthur J Gallagher & Co. New 0.40% +0.40
CPRT Copart Inc. New 0.36% +0.36
COIN Coinbase Global Inc. Class A New 0.32% +0.32
HRL Hormel Foods Corp. Add +508.7% 0.38% +0.31
MCO Moody's Corp. Add +60.4% 0.87% +0.28
DG Dollar General Corp. New 0.17% +0.17
PDEC Innovator U.S. Equity Power Add +157.9% 0.28% +0.16
DHI D.R. Horton Inc. New 0.16% +0.16
MSFT Microsoft Corp. Add +14.4% 3.57% +0.15
EA Electronic Arts Inc. New 0.14% +0.14
EL Estee Lauder Companies Class A Add +171.2% 0.30% +0.14
AZO AutoZone Inc. New 0.14% +0.14
PNOV Innovator U.S. Equity Power Add +24.1% 0.65% +0.10
POCT Innovator U.S. Equity Power Add +71.0% 0.23% +0.09
MSCI MSCI Inc. Add +10.7% 1.31% +0.08
ED Consolidated Edison Inc. New 0.07% +0.07
SCHW Schwab (charles) Corp. New 0.06% +0.06
BOCT Innovator U.S. Equity Buffer New 0.06% +0.06
GOOGL Alphabet Inc. Class A Add +9.4% 0.42% +0.06
MDYG SS SPDR S&P 400 MC GR ETF New 0.05% +0.05
CSGP Costar Group Inc. Add +63.1% 0.15% +0.05
UAL United Airlines Holdings Inc. New 0.04% +0.04
BLK BlackRock Inc. New 0.04% +0.04
AAPL Apple Inc. Add +10.4% 0.42% +0.04
PINS Pinterest Inc. Class A Add +57.7% 0.15% +0.04
SCHG Schwab US Large-Cap Growth New 0.04% +0.04
COST Costco Wholesale Corp. New 0.04% +0.04
APRJ Innov Prem Inc. 30 Barr-April New 0.04% +0.04
PEP Pepsico Inc. New 0.04% +0.04
BX Blackstone Inc. New 0.04% +0.04
LUV Southwest Airlines Co. New 0.04% +0.04
SYK Stryker Corp. New 0.03% +0.03
LW Lamb Weston Holdings Inc. New 0.03% +0.03
IJJ iShares S&P Mid-Cap 400 Valu New 0.03% +0.03
AAON Aaon Inc. New 0.03% +0.03
TSLA Tesla Inc. New 0.03% +0.03
SPIB SS SPDR P Int C Corp. ETF New 0.03% +0.03
IGIB iShares 5-10Y Inv Grade Corp. New 0.03% +0.03
IJT iShares S&P Small-Cap 600 GR New 0.03% +0.03
AOCT In Equ D PR ETF - 2 Y O 2026 New 0.03% +0.03
LQD Ishr Ibx Usd Invgd CB ETF-Ui New 0.03% +0.03
ONEV SS SPDR R1000 Lo Vol Foc ETF New 0.03% +0.03
ROK Rockwell Automation Inc. New 0.03% +0.03
MCD McDonald's Corp. New 0.03% +0.03

Notes & Other Activity Q3 2024 → Q4 2024

RF Regions Financial Corp. COM New 0 $3

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 167$675.0MXLK, IVV, VEA, XLI, XLV
Q1 2026 159$590.2MXLK, IVV, XLI, XLB, XLF
Q4 2025 134$626.6MXLK, XLY, XLC, XLI, IVV
Q3 2025 136$604.9MXLK, XLC, XLY, XLI, IVV
Q2 2025 598$585.4MXLK, XLY, XLI, IVV, XLC
Q1 2025 513$478.7MXLK, XLF, IVV, XLV, IWS
Q4 2024 513$559.2MXLK, XLF, IVV, XLY, AVGO
Q3 2024 125$520.6MXLK, IVV, XLF, XLY, SPY
Q2 2024 119$476.8MXLK, IVV, IYH, XLY, XLI
Q1 2024 118$455.2MXLK, IYH, IVV, XLY, XLF