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CIK 0002140714 • 3 13F filings • Jun 18, 2026 – Jul 24, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $241K | 0.1% | 1,921 SH | New |
| ABBVIE INC | COM | $756K | 0.2%Prev: 0.2% | 3,307 SH | Decreased+159 SH |
| ADVANCED MICRO DEVICES INC | COM | $480K | 0.1%Prev: 0.3% | 2,242 SH | Decreased+61 SH |
| AEROVIRONMENT INC | COM | $262K | 0.1%Prev: 0.1% | 1,082 SH | Increased-151 SH |
| ALPHABET INC | CAP STK CL A | $409K | 0.1%Prev: 0.1% | 1,306 SH | Decreased+19 SH |
| ALPHABET INC | CAP STK CL C | $606K | 0.2%Prev: 0.2% | 1,932 SH | Decreased+70 SH |
| AMAZON COM INC | COM | $857K | 0.2%Prev: 0.2% | 3,714 SH | Increased+288 SH |
| APPLE INC | COM | $2.9M | 0.8%Prev: 0.7% | 10,539 SH | Increased+991 SH |
| AT&T INC | COM | $835K | 0.2%Prev: 0.2% | 33,624 SH | Increased-541 SH |
| BANK AMERICA CORP | COM | $1.0M | 0.3% | 18,665 SH | New |
| BRISTOL-MYERS SQUIBB CO | COM | $464K | 0.1%Prev: 0.1% | 8,593 SH | Decreased-241 SH |
| BROADCOM INC | COM | $381K | 0.1%Prev: 0.1% | 1,100 SH | Decreased-81 SH |
| CATERPILLAR INC | COM | $511K | 0.1%Prev: 0.2% | 893 SH | Decreased+162 SH |
| CISCO SYS INC | COM | $698K | 0.2%Prev: 0.3% | 9,057 SH | Decreased-154 SH |
| CITIGROUP INC | COM NEW | $506K | 0.1%Prev: 0.1% | 4,337 SH | Decreased+252 SH |
| CORTEVA INC | COM | $216K | 0.1%Prev: 0.1% | 3,215 SH | Decreased-12 SH |
| CVS HEALTH CORP | COM | $342K | 0.1%Prev: 0.1% | 4,306 SH | Decreased-59 SH |
| DIAMONDBACK ENERGY INC | COM | $3.8M | 1.1%Prev: 1.0% | 25,428 SH | Decreased+2,166 SH |
| DOLLAR GEN CORP NEW | COM | $299K | 0.1% | 2,252 SH | New |
| DOW INC | COM | $208K | 0.1% | 8,890 SH | New |
| DUKE ENERGY CORP NEW | COM NEW | $337K | 0.1%Prev: 0.1% | 2,875 SH | Decreased+27 SH |
| ENERGY TRANSFER L P | COM UT LTD PTN | $379K | 0.1%Prev: 0.1% | 22,978 SH | Decreased+2,735 SH |
| EXXON MOBIL CORP | COM | $352K | 0.1%Prev: 0.1% | 2,929 SH | Decreased+9 SH |
| FIDELITY GREENWOOD STREET TR | HEDGED EQTY ETF | $32.4M | 9.3%Prev: 9.0% | 1,048,087 SH | Decreased-20,607 SH |
| FIDELITY NATL INFORMATION SV | COM | $450K | 0.1%Prev: 0.1% | 6,773 SH | Increased-2,044 SH |
| FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | $751K | 0.2% | 10,508 SH | New |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $1.4M | 0.4%Prev: 0.5% | 20,492 SH | Decreased-4,792 SH |
| FIRST TR EXCHANGE-TRADED FD | FT VEST S&P 500 | $29.5M | 8.5%Prev: 8.3% | 600,768 SH | Decreased-40,455 SH |
| FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | $49.5M | 14.2% | 1,291,808 SH | New |
| FIRST TR EXCHANGE-TRADED FD | VEST HIGH YIELD | $685K | 0.2%Prev: 0.2% | 34,604 SH | Increased-134 SH |
| FIRST TR EXCHANGE-TRADED FD | VEST INVESTMENT | $732K | 0.2%Prev: 0.2% | 36,380 SH | Increased-1,315 SH |
| FORD MTR CO | COM | $445K | 0.1%Prev: 0.1% | 33,938 SH | Decreased-2,933 SH |
| GE AEROSPACE | COM NEW | $658K | 0.2%Prev: 0.2% | 2,137 SH | Decreased+60 SH |
| GE VERNOVA INC | COM | $368K | 0.1%Prev: 0.2% | 562 SH | Decreased+52 SH |
| GILEAD SCIENCES INC | COM | $260K | 0.1%Prev: 0.1% | 2,120 SH | Decreased-23 SH |
| GLOBAL PMTS INC | COM | $269K | 0.1%Prev: 0.1% | 3,473 SH | Increased-190 SH |
| GLOBE LIFE INC | COM | $308K | 0.1%Prev: 0.1% | 2,200 SH | Decreased+250 SH |
| GOLDMAN SACHS BDC INC | SHS | $151K | 0.0%Prev: 0.0% | 16,304 SH | Decreased-2,110 SH |
| GOLDMAN SACHS ETF TR | S&P 500 PREMIUM | $719K | 0.2%Prev: 0.3% | 13,621 SH | Decreased-10,828 SH |
| GOLDMAN SACHS GROUP INC | COM | $261K | 0.1%Prev: 0.1% | 297 SH | Decreased+22 SH |
| INTEL CORP | COM | $525K | 0.2%Prev: 0.5% | 14,223 SH | Decreased+1,586 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $431K | 0.1%Prev: 0.1% | 1,454 SH | Decreased-88 SH |
| INTERNATIONAL PAPER CO | COM | $231K | 0.1%Prev: 0.1% | 5,854 SH | Decreased-819 SH |
| INVESCO MUNI INCOME OPP TRST | COM | $126K | 0.0%Prev: 0.0% | 20,947 SH | Decreased-39 SH |
| INVESCO QQQ TR | UNIT SER 1 | $311K | 0.1%Prev: 0.1% | 507 SH | Decreased-15 SH |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | $60.5M | 17.3%Prev: 16.6% | 1,307,737 SH | Decreased-102,717 SH |
| JANUS DETROIT STR TR | HENDERSN SML ETF | $35.3M | 10.1%Prev: 11.4% | 432,486 SH | Decreased-7,480 SH |
| JANUS DETROIT STR TR | HENDERSON INCOME | $67.0M | 19.2% | 1,327,557 SH | New |
| JOHNSON & JOHNSON | COM | $213K | 0.1%Prev: 0.1% | 1,027 SH | Decreased+23 SH |
| JPMORGAN CHASE & CO. | COM | $586K | 0.2% | 1,817 SH | New |
| KINDER MORGAN INC DEL | COM | $256K | 0.1%Prev: 0.1% | 9,322 SH | Decreased-107 SH |
| KRATOS DEFENSE & SEC SOLUTIO | COM NEW | $403K | 0.1%Prev: 0.1% | 5,315 SH | Increased-435 SH |
| MEDICAL PPTYS TRUST INC | COM | $151K | 0.0% | 30,160 SH | New |
| MERCK & CO INC | COM | $265K | 0.1%Prev: 0.1% | 2,520 SH | Decreased-40 SH |
| META PLATFORMS INC | CL A | $610K | 0.2%Prev: 0.1% | 924 SH | Increased-36 SH |
| MICRON TECHNOLOGY INC | COM | $555K | 0.2%Prev: 0.5% | 1,946 SH | Decreased+268 SH |
| MICROSOFT CORP | COM | $765K | 0.2%Prev: 0.2% | 1,582 SH | Increased-251 SH |
| MORGAN STANLEY | COM NEW | $541K | 0.2%Prev: 0.2% | 3,049 SH | Decreased+123 SH |
| NRG ENERGY INC | COM NEW | $464K | 0.1%Prev: 0.1% | 2,914 SH | Increased+26 SH |
| NUTRIEN LTD | COM | $360K | 0.1%Prev: 0.1% | 5,840 SH | Decreased+84 SH |
| NVIDIA CORPORATION | COM | $1.2M | 0.4%Prev: 0.3% | 6,652 SH | Decreased+52 SH |
| ONEOK INC NEW | COM | $207K | 0.1%Prev: 0.1% | 2,821 SH | Decreased+295 SH |
| ORACLE CORP | COM | $545K | 0.2%Prev: 0.1% | 2,797 SH | Increased-547 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $538K | 0.2%Prev: 0.3% | 3,026 SH | Decreased-8,400 SH |
| PFIZER INC | COM | $502K | 0.1%Prev: 0.1% | 20,164 SH | Decreased-1,501 SH |
| PHILLIPS EDISON & CO INC | COMMON STOCK | $227K | 0.1%Prev: 0.1% | 6,389 SH | Decreased-110 SH |
| QUALCOMM INC | COM | $397K | 0.1%Prev: 0.1% | 2,322 SH | Decreased-281 SH |
| REGIONS FINANCIAL CORP NEW | COM | $2.1M | 0.6%Prev: 0.5% | 76,459 SH | Increased+8,872 SH |
| SALESFORCE INC | COM | $368K | 0.1%Prev: 0.1% | 1,389 SH | Increased-283 SH |
| SCHWAB CHARLES CORP | COM | $346K | 0.1%Prev: 0.1% | 3,464 SH | Increased-275 SH |
| SMURFIT WESTROCK PLC | SHS | $223K | 0.1%Prev: 0.1% | 5,754 SH | Decreased-1,188 SH |
| SOFI TECHNOLOGIES INC | COM | $467K | 0.1%Prev: 0.1% | 17,840 SH | Increased-2,375 SH |
| SOUTHERN CO | COM | $32.3M | 9.3%Prev: 9.0% | 370,966 SH | Decreased+4,534 SH |
| SPIRE INC | COM | $1.2M | 0.3%Prev: 0.3% | 14,383 SH | Increased+1,344 SH |
| SYNOVUS FINL CORP | COM NEW | $327K | 0.1% | 6,539 SH | New |
| TESLA INC | COM | $410K | 0.1%Prev: 0.1% | 912 SH | Increased+43 SH |
| UNITED PARCEL SERVICE INC | CL B | $252K | 0.1% | 2,538 SH | New |
| UNITEDHEALTH GROUP INC | COM | $206K | 0.1%Prev: 0.1% | 623 SH | Decreased-97 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $228K | 0.1%Prev: 0.1% | 725 SH | Decreased |
| VERIZON COMMUNICATIONS INC | COM | $770K | 0.2%Prev: 0.2% | 18,916 SH | Decreased-593 SH |
| VISA INC | COM CL A | $292K | 0.1%Prev: 0.1% | 833 SH | Decreased-18 SH |
| VULCAN MATLS CO | COM | $217K | 0.1%Prev: 0.1% | 761 SH | Decreased-2 SH |
| WALMART INC | COM | $448K | 0.1%Prev: 0.1% | 4,026 SH | Increased+363 SH |
| WESTWATER RES INC | COM NEW | $73K | 0.0%Prev: 0.0% | 97,795 SH | Increased-18,709 SH |
| 13F-HR |
| 0001172661-26-002459 |
| $358.0M |
| View |