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Mach-1 Financial Group, LLC

Q3 2023 · 13F-HR

Mach-1 Financial Group, LLCholdings as filed

Filed 2023-10-17 · accession 0001172661-23-003415

$241.2M
Reported value
197
Positions
2023-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$11.7M4.83%475,826CommonNONE
33740F888UCONFIRST TR EXCHNG TRADED FD VI$9.7M4.02%405,895CommonNONE
33740F805FIXDFIRST TR EXCHNG TRADED FD VI$9.4M3.91%224,165CommonNONE
00768Y420ADVISORSHARES TR$7.7M3.21%348,262CommonNONE
931142103WMTWALMART INC$7.3M3.02%45,614CommonNONE
336917109FDLFIRST TR MORNINGSTAR DIVID L$6.3M2.61%188,222CommonNONE
33734H106FVDFIRST TR VALUE LINE DIVID IN$6.2M2.58%166,266CommonNONE
78463X848CWISPDR INDEX SHS FDS$6.0M2.48%240,186CommonNONE
46625H100JPMJPMORGAN CHASE & CO$4.8M1.99%33,018CommonNONE
17275R102CSCOCISCO SYS INC$4.4M1.82%81,495CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$4.1M1.72%82,630CommonNONE
693506107PPGPPG INDS INC$3.7M1.55%28,786CommonNONE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$3.7M1.52%77,528CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$3.5M1.46%74,890CommonNONE
949746101WMT2WELLS FARGO CO NEW$3.4M1.42%83,813CommonNONE
46090E103QQQINVESCO QQQ TR$3.4M1.42%9,537CommonNONE
580135101MCDMCDONALDS CORP$3.4M1.41%12,940CommonNONE
532457108LLYELI LILLY & CO$3.2M1.34%6,019CommonNONE
037833100AAPLAPPLE INC$3.0M1.25%17,638CommonNONE
594918104MSFTMICROSOFT CORP$3.0M1.23%9,392CommonNONE
023135106AMZNAMAZON COM INC$2.5M1.03%19,630CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$2.4M1.01%45,370CommonNONE
00287Y109ABBVABBVIE INC$2.2M0.90%14,611CommonNONE
478160104JNJJOHNSON & JOHNSON$2.2M0.89%13,849CommonNONE
20030N101CMCSACOMCAST CORP NEW$2.2M0.89%48,610CommonNONE
H1467J104CBCHUBB LIMITED$2.2M0.89%10,338CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$2.1M0.89%4,256CommonNONE
060505104BACBANK AMERICA CORP$2.1M0.86%75,962CommonNONE
742718109PGPROCTER AND GAMBLE CO$2.1M0.85%14,061CommonNONE
075887109BDXBECTON DICKINSON & CO$2.0M0.84%7,860CommonNONE
036752103ELVELEVANCE HEALTH INC$2.0M0.84%4,651CommonNONE
191216100KOCOCA COLA CO$2.0M0.83%35,692CommonNONE
92826C839VVISA INC$2.0M0.81%8,533CommonNONE
H84989104TEL1USDTE CONNECTIVITY LTD$2.0M0.81%15,814CommonNONE
713448108PEPPEPSICO INC$1.9M0.81%11,502CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.9M0.78%57,871CommonNONE
609207105MDLZMONDELEZ INTL INC$1.8M0.74%25,726CommonNONE
67066G104NVDANVIDIA CORPORATION$1.7M0.72%3,992CommonNONE
194162103CLCOLGATE PALMOLIVE CO$1.7M0.70%23,891CommonNONE
125523100CITHE CIGNA GROUP$1.7M0.70%5,932CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.7M0.70%18,143CommonNONE
30303M102METAMETA PLATFORMS INC$1.7M0.69%5,529CommonNONE
02079K305GOOGLALPHABET INC$1.7M0.69%12,674CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.6M0.67%100,200PUTNONE
808513105SCHWSCHWAB CHARLES CORP$1.6M0.65%28,386CommonNONE
75513E101RTXRTX CORPORATION$1.5M0.62%20,712CommonNONE
65339F101NEENEXTERA ENERGY INC$1.5M0.62%26,019CommonNONE
78464A409SPYGSPDR SER TR$1.4M0.59%24,137CommonNONE
617446448MSMORGAN STANLEY$1.4M0.58%17,172CommonNONE
166764100CVXCHEVRON CORP NEW$1.3M0.56%8,000CommonNONE
907818108UNPUNION PAC CORP$1.3M0.53%6,311CommonNONE
30231G102XOMEXXON MOBIL CORP$1.3M0.53%10,901CommonNONE
20825C104COPCONOCOPHILLIPS$1.1M0.46%9,292CommonNONE
717081103PFEPFIZER INC$1.1M0.45%32,989CommonNONE
26875P101EOGEOG RES INC$1.1M0.45%8,534CommonNONE
58933Y105MRKMERCK & CO INC$1.1M0.44%10,340CommonNONE
882508104TXNTEXAS INSTRS INC$1.0M0.43%6,596CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$1.0M0.43%8,361CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$1.0M0.42%3,311CommonNONE
040413106ANETEURARISTA NETWORKS INC$1.0M0.42%5,480CommonNONE
038222105AMATAPPLIED MATLS INC$999,3380.41%7,218CommonNONE
682189105ONON SEMICONDUCTOR CORP$964,3570.40%10,375CommonNONE
526057104LENLENNAR CORP$963,2700.40%8,583CommonNONE
G5960L103MDTMEDTRONIC PLC$949,0200.39%12,111CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$926,7180.38%5,945CommonNONE
723787107PXDEURPIONEER NAT RES CO$878,9510.36%3,829CommonNONE
464287655IWMISHARES TR$870,8040.36%237,600PUTNONE
458140100INTCINTEL CORP$851,7570.35%23,959CommonNONE
437076102HDHOME DEPOT INC$840,3480.35%2,781CommonNONE
87612E106TGTTARGET CORP$792,0130.33%7,163CommonNONE
98980G102ZSZSCALER INC$758,0340.31%4,872CommonNONE
718546104PSXPHILLIPS 66$754,0610.31%6,276CommonNONE
91913Y100VLOVALERO ENERGY CORP$749,0790.31%5,286CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$748,0150.31%13,551CommonNONE
G6095L109APTIV PLC$738,0450.31%7,486CommonNONE
149123101CATCATERPILLAR INC$733,5510.30%2,687CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$731,8080.30%4,725CommonNONE
60937P106MDBMONGODB INC$729,4190.30%2,109CommonNONE
824348106SHWSHERWIN WILLIAMS CO$721,7920.30%2,830CommonNONE
37045V100GMGENERAL MTRS CO$719,6700.30%21,828CommonNONE
56585A102MPCMARATHON PETE CORP$714,9300.30%4,724CommonNONE
82509L107SHOPSHOPIFY INC$712,1930.30%13,051CommonNONE
690742101OCOWENS CORNING NEW$708,9230.29%5,197CommonNONE
773903109ROKROCKWELL AUTOMATION INC$703,8120.29%2,462CommonNONE
12008R107BLDRBUILDERS FIRSTSOURCE INC$702,1240.29%5,640CommonNONE
G29183103ETNEATON CORP PLC$700,1980.29%3,283CommonNONE
23331A109DHID R HORTON INC$691,4660.29%6,434CommonNONE
001084102AGCOAGCO CORP$689,4540.29%5,829CommonNONE
81762P102NOWSERVICENOW INC$628,8300.26%1,125CommonNONE
26969P108EXPEAGLE MATLS INC$595,4750.25%3,576CommonNONE
89055F103BLDTOPBUILD CORP$590,5050.24%2,347CommonNONE
40131M109GHGUARDANT HEALTH INC$565,4130.23%19,076CommonNONE
443573100HUBSHUBSPOT INC$561,9430.23%1,141CommonNONE
60468T105MRTXEURMIRATI THERAPEUTICS INC$554,8240.23%12,737CommonNONE
56854Q200MRNS*MARINUS PHARMACEUTICALS INC$549,0340.23%68,203CommonNONE
550021109LULULULULEMON ATHLETICA INC$541,7800.22%1,405CommonNONE
679295105OKTAOKTA INC$533,8910.22%6,550CommonNONE
N5749R1002GHMERUS N V$529,0170.22%22,435CommonNONE
268158201DVAXDYNAVAX TECHNOLOGIES CORP$523,8480.22%35,467CommonNONE
M98068105WIXWIX COM LTD$523,7190.22%5,705CommonNONE
88160R101TSLATESLA INC$523,7110.22%2,093CommonNONE
12653C108CNXCNX RES CORP$519,5880.22%23,011CommonNONE
M7S64H106MNDYMONDAY COM LTD$518,5800.22%3,257CommonNONE
78454L100SMSM ENERGY CO$516,2830.21%13,021CommonNONE
Y8565N300TNKTEEKAY TANKERS LTD$516,2670.21%12,401CommonNONE
78349D107RXSTRXSIGHT INC$514,8770.21%18,461CommonNONE
898202106TRUPTRUPANION INC$513,6350.21%18,214CommonNONE
5168062058LP1VITAL ENERGY INC$512,4130.21%9,246CommonNONE
30063P105EXKEXACT SCIENCES CORP$511,6500.21%7,500CommonNONE
10576N102BRZEBRAZE INC$509,3100.21%10,899CommonNONE
86614U1007SUSUMMIT MATLS INC$508,9830.21%16,345CommonNONE
M20791105CAMTCAMTEK LTD$507,1080.21%8,145CommonNONE
P73684113OSWONESPAWORLD HOLDINGS LIMITED$505,4610.21%45,050CommonNONE
45253H101IMGNEURIMMUNOGEN INC$504,3490.21%31,780CommonNONE
94419L101WWAYFAIR INC$504,2450.21%8,325CommonNONE
55087P104LYFTLYFT INC$500,9770.21%47,531CommonNONE
83012A109TSLXSIXTH STREET SPECIALTY LENDI$500,1450.21%24,469CommonNONE
98401F105XNCRXENCOR INC$500,0630.21%24,817CommonNONE
74275K108PCORPROCORE TECHNOLOGIES INC$497,2160.21%7,612CommonNONE
088786108BCYCBICYCLE THERAPEUTICS PLC$496,2430.21%24,701CommonNONE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$496,1250.21%4,410CommonNONE
07556Q881BZHBEAZER HOMES USA INC$494,6630.21%19,858CommonNONE
00182C103ANIPANI PHARMACEUTICALS INC$493,9740.20%8,508CommonNONE
67059N108NTNXNUTANIX INC$492,8540.20%14,130CommonNONE
85208T107CXMSPRINKLR INC$489,3690.20%35,359CommonNONE
888787108TOSTTOAST INC$486,7370.20%25,987CommonNONE
14574X104TASTUSDCARROLS RESTAURANT GROUP INC$486,3880.20%73,807CommonNONE
24665A103DKDELEK US HLDGS INC NEW$486,0950.20%17,110CommonNONE
26856L103ELFE L F BEAUTY INC$485,2290.20%4,418CommonNONE
23204G100CUBICUSTOMERS BANCORP INC$484,6080.20%14,067CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$481,4320.20%585CommonNONE
03213A104AMPLAMPLITUDE INC$481,3240.20%41,601CommonNONE
222070203COTYCOTY INC$478,3470.20%43,605CommonNONE
N90064101QUREUNIQURE NV$477,9200.20%71,225CommonNONE
03831W108APPAPPLOVIN CORP$477,8820.20%11,959CommonNONE
89531P105TREXTREX CO INC$477,5090.20%7,748CommonNONE
45784P101PODDINSULET CORP$475,1210.20%2,979CommonNONE
740367404PFBCPREFERRED BK LOS ANGELES CA$475,0920.20%7,632CommonNONE
78468R101SPTSSPDR SER TR$472,7050.20%16,459CommonNONE
52490G102LEGNLEGEND BIOTECH CORP$471,6680.20%7,022CommonNONE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$471,6080.20%7,587CommonNONE
68134L109OLOGBXOLO INC$467,3710.19%77,124CommonNONE
393657101GBXGREENBRIER COS INC$465,6800.19%11,642CommonNONE
256163106DOCUDOCUSIGN INC$464,0160.19%11,048CommonNONE
04335A105ARVNARVINAS INC$463,0520.19%23,577CommonNONE
91332U101UUNITY SOFTWARE INC$462,3750.19%14,730CommonNONE
67103X102OFGOFG BANCORP$459,6350.19%15,393CommonNONE
980745103WWDWOODWARD INC$459,1410.19%3,695CommonNONE
525558201LMATLEMAITRE VASCULAR INC$456,9240.19%8,387CommonNONE
74736K101QRVOQORVO INC$455,2010.19%4,768CommonNONE
688239201OSKOSHKOSH CORP$455,2010.19%4,770CommonNONE
006739106ADUSADDUS HOMECARE CORP$454,7440.19%5,338CommonNONE
05478C105AZEKAZEK CO INC$452,3750.19%15,211CommonNONE
14843C105CSTLCASTLE BIOSCIENCES INC$439,7140.18%26,034CommonNONE
74319R101PRGPROG HOLDINGS INC$437,6750.18%13,179CommonNONE
64049M209NEONEOGENOMICS INC$429,6270.18%34,929CommonNONE
18467V109YOUCLEAR SECURE INC$427,5050.18%22,453CommonNONE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$422,4070.18%14,963CommonNONE
02081G201ATECALPHATEC HLDGS INC$420,9930.17%32,459CommonNONE
03969F109RCUSARCUS BIOSCIENCES INC$408,7930.17%22,774CommonNONE
00437E102ACCDUSDACCOLADE INC$398,6970.17%37,684CommonNONE
00162Q452AMLPALPS ETF TR$345,3270.14%8,183CommonNONE
78463V107GLDSPDR GOLD TR$344,1080.14%2,007CommonNONE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$343,3670.14%7,472CommonNONE
11135F101AVGOBROADCOM INC$343,0310.14%413CommonNONE
33738R407FTQIFIRST TR EXCHANGE-TRADED FD$340,0170.14%18,018CommonNONE
78464A854SPYMSPDR SER TR$317,3980.13%6,315CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$316,6650.13%4,475CommonNONE
33734X127FXNFIRST TR EXCHANGE TRADED FD$316,4500.13%18,165CommonNONE
464287499IWRISHARES TR$305,6000.13%4,413CommonNONE
886364660ZHDGTIDAL ETF TR$295,8470.12%17,413CommonNONE
921932828VIOOVANGUARD ADMIRAL FDS INC$292,0910.12%3,342CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$280,1640.12%3,805CommonNONE
254687106DISDISNEY WALT CO$273,5530.11%3,375CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$266,6770.11%2,971CommonNONE
78464A672SPTISPDR SER TR$251,0190.10%9,118CommonNONE
381430545GVIPGOLDMAN SACHS ETF TR$248,9300.10%2,911CommonNONE
92936U109WPCWP CAREY INC$242,2640.10%4,480CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$235,5900.10%8,992CommonNONE
33734X119FXGFIRST TR EXCHANGE TRADED FD$229,6470.10%3,805CommonNONE
855244109SBUXSTARBUCKS CORP$225,4380.09%2,470CommonNONE
466313103JBLJABIL INC$220,0270.09%1,734CommonNONE
78468R788SPYDSPDR SER TR$219,1170.09%6,248CommonNONE
500754106KHCKRAFT HEINZ CO$213,5130.09%6,347CommonNONE
548661107LOWLOWES COS INC$213,1820.09%1,026CommonNONE
670346105NUENUCOR CORP$212,0110.09%1,356CommonNONE
97717X172QHYWISDOMTREE TR$209,7950.09%4,857CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$209,6430.09%2,686CommonNONE
942622200WSOWATSCO INC$205,8570.09%545CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$203,1380.08%867CommonNONE
00206R102TAT&T INC$184,6080.08%12,291CommonNONE
345370860FFORD MTR CO DEL$153,9160.06%12,392CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$141,7620.06%1,100CALLNONE
529900102ASGLIBERTY ALL-STAR GROWTH FD I$65,8750.03%13,335CommonNONE
13803R102CANOO INC$19,6860.01%40,176CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$17,0990.01%40CommonNONE
46090E103QQQINVESCO QQQ TR$3,1650.00%100CALLNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.