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Mach-1 Financial Group, LLC

Q1 2024 · 13F-HR

Mach-1 Financial Group, LLCholdings as filed

Filed 2024-05-10 · accession 0001172661-24-002138

$131.3M
Reported value
77
Positions
2024-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
33740F805FIXDFIRST TR EXCHNG TRADED FD VI$17.1M13.1%393,101CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$15.1M11.5%541,623CommonNONE
931142103WMTWALMART INC$9.6M7.34%160,142CommonNONE
78463X848CWISPDR INDEX SHS FDS$7.8M5.95%275,248CommonNONE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$7.6M5.81%219,135CommonNONE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$6.5M4.97%121,408CommonNONE
336917109FDLFIRST TR MORNINGSTAR DIVID L$6.1M4.64%158,161CommonNONE
33740F888UCONFIRST TR EXCHNG TRADED FD VI$5.9M4.50%240,416CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$5.1M3.90%101,507CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$4.6M3.48%84,164CommonNONE
46090E103QQQINVESCO QQQ TR$4.6M3.47%10,248CommonNONE
33740U752BUFQFIRST TR EXCHNG TRADED FD VI$4.3M3.27%151,445CommonNONE
33738D796FIIGFIRST TR EXCHANGE-TRADED FD$3.9M3.00%191,320CommonNONE
166764100CVXCHEVRON CORP NEW$3.4M2.59%21,515CommonNONE
46654Q724HELOJ P MORGAN EXCHANGE TRADED F$2.7M2.06%48,413CommonNONE
023135106AMZNAMAZON COM INC$2.5M1.93%14,031CommonNONE
67066G104NVDANVIDIA CORPORATION$2.1M1.60%2,324CommonNONE
037833100AAPLAPPLE INC$2.1M1.59%12,208CommonNONE
594918104MSFTMICROSOFT CORP$1.6M1.22%3,807CommonNONE
30303M102METAMETA PLATFORMS INC$926,4860.71%1,908CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$915,3730.70%1,750CommonNONE
46625H100JPMJPMORGAN CHASE & CO$739,1120.56%3,690CommonNONE
02079K305GOOGLALPHABET INC$664,5450.51%4,403CommonNONE
902494103TSNTYSON FOODS INC$572,4390.44%9,746CommonNONE
78464A409SPYGSPDR SER TR$533,7340.41%7,296CommonNONE
617446448MSMORGAN STANLEY$515,3400.39%5,473CommonNONE
00162Q452AMLPALPS ETF TR$485,8430.37%10,236CommonNONE
532457108LLYELI LILLY & CO$452,7700.34%582CommonNONE
742718109PGPROCTER AND GAMBLE CO$433,8610.33%2,674CommonNONE
88160R101TSLATESLA INC$432,8000.33%2,462CommonNONE
33734H106FVDFIRST TR VALUE LINE DIVID IN$431,8050.33%10,225CommonNONE
78464A854SPYMSPDR SER TR$417,9330.32%6,792CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$408,9990.31%5,072CommonNONE
254687106DISDISNEY WALT CO$408,0700.31%3,335CommonNONE
464287499IWRISHARES TR$402,4760.31%4,786CommonNONE
78463V107GLDSPDR GOLD TR$396,2180.30%1,926CommonNONE
921932828VIOOVANGUARD ADMIRAL FDS INC$375,1690.29%3,696CommonNONE
949746101WMT2WELLS FARGO CO NEW$361,7870.28%6,242CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$357,1770.27%1,552CommonNONE
550021109LULULULULEMON ATHLETICA INC$357,0600.27%914CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$346,9290.26%825CommonNONE
78468R101SPTSSPDR SER TR$310,8900.24%10,750CommonNONE
478160104JNJJOHNSON & JOHNSON$307,3650.23%1,943CommonNONE
33738R407FTQIFIRST TR EXCHANGE-TRADED FD$304,7620.23%14,837CommonNONE
713448108PEPPEPSICO INC$291,5530.22%1,665CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$287,2940.22%8,992CommonNONE
907818108UNPUNION PAC CORP$286,0170.22%1,163CommonNONE
548661107LOWLOWES COS INC$273,7580.21%1,074CommonNONE
00287Y109ABBVABBVIE INC$270,2370.21%1,484CommonNONE
922908363VOOVANGUARD INDEX FDS$266,4280.20%554CommonNONE
97717X172QHYWISDOMTREE TR$261,1800.20%5,764CommonNONE
78468R788SPYDSPDR SER TR$254,3560.19%6,248CommonNONE
191216100KOCOCA COLA CO$249,1840.19%4,072CommonNONE
060505104BACBANK AMERICA CORP$240,9050.18%6,353CommonNONE
747525103QCOMQUALCOMM INC$240,4090.18%1,420CommonNONE
854502101SWKSTANLEY BLACK & DECKER INC$235,8190.18%2,408CommonNONE
500754106KHCKRAFT HEINZ CO$234,0200.18%6,342CommonNONE
921946885VWOBVANGUARD WHITEHALL FDS$231,7770.18%3,630CommonNONE
855244109SBUXSTARBUCKS CORP$226,9240.17%2,483CommonNONE
56585A102MPCMARATHON PETE CORP$224,2700.17%1,113CommonNONE
723787107PXDEURPIONEER NAT RES CO$220,5030.17%840CommonNONE
78464A375SPIBSPDR SER TR$220,0370.17%6,731CommonNONE
92936U109WPCWP CAREY INC$217,5610.17%3,854CommonNONE
79466L302CRMSALESFORCE INC$215,6460.16%716CommonNONE
097023105BABOEING CO$212,6810.16%1,102CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$212,6270.16%2,641CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$212,4370.16%1,177CommonNONE
886364660ZHDGTIDAL ETF TR$206,5010.16%10,949CommonNONE
17275R102CSCOCISCO SYS INC$200,5390.15%4,017CommonNONE
33738D408HYLSFIRST TR EXCHANGE-TRADED FD$200,2360.15%4,856CommonNONE
00206R102TAT&T INC$188,8340.14%10,728CommonNONE
345370860FFORD MTR CO DEL$147,1990.11%11,084CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$104,1460.08%11CALLNONE
46090E103QQQINVESCO QQQ TR$6,2900.00%1CALLNONE
464287499IWRISHARES TR$3,4050.00%148CALLNONE
78462F103SPYSPDR S&P 500 ETF TR$2,0570.00%5PUTNONE
464287499IWRISHARES TR$1690.00%148PUTNONE

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.