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Mach-1 Financial Group, LLC

Q3 2024 · 13F-HR

Mach-1 Financial Group, LLCholdings as filed

Filed 2024-11-01 · accession 0001172661-24-004441

$163.0M
Reported value
90
Positions
2024-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
33740F805FIXDFIRST TR EXCHNG TRADED FD VI$21.9M13.4%484,289CommonNONE
931142103WMTWALMART INC$13.6M8.34%168,288CommonNONE
33733E823FTGSFIRST TR EXCHANGE TRADED FD$10.8M6.63%346,531CommonNONE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$9.0M5.50%246,436CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$8.7M5.36%292,394CommonNONE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$7.9M4.83%133,093CommonNONE
33740F888UCONFIRST TR EXCHNG TRADED FD VI$7.4M4.55%295,282CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$7.2M4.44%131,725CommonNONE
78463X848CWISPDR INDEX SHS FDS$6.4M3.93%210,800CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$6.2M3.78%121,534CommonNONE
33738D796FIIGFIRST TR EXCHANGE-TRADED FD$5.2M3.18%242,623CommonNONE
336917109FDLFIRST TR MORNINGSTAR DIVID L$3.8M2.34%90,871CommonNONE
33738R704AIRRFIRST TR EXCHANGE-TRADED FD$3.7M2.25%49,095CommonNONE
33737J802NFTYFIRST TR EXCH TRD ALPHDX FD$3.7M2.25%56,469CommonNONE
33740U752BUFQFIRST TR EXCHNG TRADED FD VI$3.5M2.17%116,203CommonNONE
46654Q724HELOJ P MORGAN EXCHANGE TRADED F$3.5M2.13%56,854CommonNONE
67066G104NVDANVIDIA CORPORATION$3.1M1.93%25,785CommonNONE
037833100AAPLAPPLE INC$3.1M1.90%13,320CommonNONE
023135106AMZNAMAZON COM INC$2.7M1.63%14,256CommonNONE
337344105QQEWFIRST TR NAS100 EQ WEIGHTED$2.3M1.41%18,370CommonNONE
594918104MSFTMICROSOFT CORP$2.0M1.22%4,617CommonNONE
46090E103QQQINVESCO QQQ TR$1.7M1.04%3,503CommonNONE
30303M102METAMETA PLATFORMS INC$1.2M0.71%2,016CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.0M0.63%1,791CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$921,4150.57%4,369CommonNONE
78464A409SPYGSPDR SER TR$891,7460.55%10,759CommonNONE
02079K305GOOGLALPHABET INC$869,3880.53%5,242CommonNONE
532457108LLYELI LILLY & CO$706,9840.43%798CommonNONE
33734H106FVDFIRST TR VALUE LINE DIVID IN$702,8060.43%15,449CommonNONE
88160R101TSLATESLA INC$646,4870.40%2,471CommonNONE
617446448MSMORGAN STANLEY$611,5720.38%5,866CommonNONE
902494103TSNTYSON FOODS INC$589,2750.36%9,893CommonNONE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$530,2650.33%9,733CommonNONE
78464A854SPYMSPDR SER TR$522,7680.32%7,744CommonNONE
742718109PGPROCTER AND GAMBLE CO$504,3590.31%2,912CommonNONE
00162Q452AMLPALPS ETF TR$494,2710.30%10,487CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$483,7590.30%5,722CommonNONE
464287499IWRISHARES TR$481,0150.30%5,458CommonNONE
78464A144SPBOSPDR SER TR$458,3780.28%15,264CommonNONE
921932828VIOOVANGUARD ADMIRAL FDS INC$457,4100.28%4,229CommonNONE
78463V107GLDSPDR GOLD TR$442,1250.27%1,819CommonNONE
464289479ILTBISHARES TR$438,6780.27%8,235CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$429,4220.26%933CommonNONE
46429B267GOVTISHARES TR$417,5740.26%17,807CommonNONE
316188408FLDRFIDELITY MERRIMACK STR TR$411,0700.25%8,187CommonNONE
30231G102XOMEXXON MOBIL CORP$403,4260.25%3,440CommonNONE
949746101WMT2WELLS FARGO CO NEW$381,2730.23%6,749CommonNONE
478160104JNJJOHNSON & JOHNSON$369,6570.23%2,280CommonNONE
445658107JBHTHUNT J B TRANS SVCS INC$362,1480.22%2,101CommonNONE
854502101SWKSTANLEY BLACK & DECKER INC$354,6230.22%3,220CommonNONE
922908363VOOVANGUARD INDEX FDS$316,4530.19%599CommonNONE
33738R407FTQIFIRST TR EXCHANGE-TRADED FD$305,3140.19%14,907CommonNONE
060505104BACBANK AMERICA CORP$300,8420.18%7,581CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$298,0490.18%8,692CommonNONE
548661107LOWLOWES COS INC$294,0620.18%1,085CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$288,8590.18%3,449CommonNONE
78468R788SPYDSPDR SER TR$287,5040.18%6,298CommonNONE
78468R101SPTSSPDR SER TR$285,2790.18%9,700CommonNONE
713448108PEPPEPSICO INC$281,5680.17%1,655CommonNONE
025072562AVIGAMERICAN CENTY ETF TR$276,9950.17%6,516CommonNONE
907818108UNPUNION PAC CORP$275,0890.17%1,116CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$272,5160.17%1,164CommonNONE
97717X172QHYWISDOMTREE TR$266,5710.16%5,771CommonNONE
254687106DISDISNEY WALT CO$264,4300.16%2,749CommonNONE
00206R102TAT&T INC$261,7720.16%11,897CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$260,0510.16%2,864CommonNONE
33939L761SKORFLEXSHARES TR$257,9290.16%5,251CommonNONE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$249,6420.15%5,175CommonNONE
33738D879RDVIFIRST TR EXCHANGE-TRADED FD$243,5660.15%9,885CommonNONE
464287200IVVISHARES TR$242,9870.15%421CommonNONE
921946885VWOBVANGUARD WHITEHALL FDS$240,9240.15%3,630CommonNONE
747525103QCOMQUALCOMM INC$238,0730.15%1,400CommonNONE
33738D408HYLSFIRST TR EXCHANGE-TRADED FD$237,6240.15%5,663CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$237,5880.15%1,501CommonNONE
872540109TJXTJX COS INC NEW$236,8430.15%2,015CommonNONE
92936U109WPCWP CAREY INC$236,7230.15%3,799CommonNONE
550021109LULULULULEMON ATHLETICA INC$236,6230.15%872CommonNONE
962879102WPMWHEATON PRECIOUS METALS CORP$236,2410.14%3,867CommonNONE
11135F101AVGOBROADCOM INC$235,8080.14%1,367CommonNONE
79466L302CRMSALESFORCE INC$234,0220.14%855CommonNONE
922908769VTIVANGUARD INDEX FDS$228,2270.14%806CommonNONE
191216100KOCOCA COLA CO$219,6010.13%3,055CommonNONE
00287Y109ABBVABBVIE INC$213,1340.13%1,079CommonNONE
46432F859ISTBISHARES TR$208,4750.13%4,282CommonNONE
500754106KHCKRAFT HEINZ CO$207,9570.13%5,923CommonNONE
166764100CVXCHEVRON CORP NEW$206,6960.13%1,400CommonNONE
33739P301FMHIFIRST TR EXCH TRADED FD III$204,0060.13%4,129CommonNONE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$203,3790.12%3,397CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$37,1980.02%2CALLNONE
78462F103SPYSPDR S&P 500 ETF TR$5480.00%17PUTNONE

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.