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CIK: 0001715593
Total reported value
$2.5B
$2.5B
707 檔
15.5%
As reported in its official Q1 2024 Form 13F filing, Csenge Advisory Group's tracked investment portfolio stood at $2.5B with 707 total positions.
During Q1 2024, Csenge Advisory Group's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SPY, RSP, FDL) accounted for 15.5% of total reported equity market value during Q1 2024.
Showing top 200 holdings (of 707 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.98% | +0.11% | +1.72% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 5.09% | -0.35% | +2.74% | |
| 3 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 3.54% | -0.24% | +3.13% | |
| 4 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 3.52% | -0.58% | +5.74% | |
| 5 | RDVY | First Trust Rising Dividend | ETF-Other | 3.21% | +0.23% | +3.99% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.21% | +0.34% | +2.61% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.08% | +0.07% | +14.71% | |
| 8 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.85% | -0.08% | +7.39% | |
| 9 | FSIG | Ft LTD Duration Inv Grade | ETF-Other | 1.69% | -0.19% | +11.37% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.64% | -0.10% | +2.58% | |
| 11 | UCON | First Trust Smith Unconstrai | ETF-Other | 1.56% | -0.15% | +4.92% | |
| 12 | GLD | Spdr Gold Shares | ETF-Commodities | 1.40% | -0.13% | +6.63% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.29% | +0.08% | +19.25% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.29% | +0.29% | -2.65% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.26% | +0.05% | -0.89% | |
| 16 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.16% | -0.06% | -1.50% | |
| 17 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 1.15% | -0.01% | +8.56% | |
| 18 | FTGC | First Trust Global Tactical | ETF-Other | 1.10% | -0.13% | +4.26% | |
| 19 | SJB | Proshares Short High Yield | ETF-High Yield | 0.92% | -0.02% | +19.04% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.86% | +0.02% | +3.03% | |
| 21 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.86% | +0.03% | -1.82% | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.83% | -0.01% | -0.10% | |
| 23 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.73% | — | -1.03% | |
| 24 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 0.73% | -0.05% | -1.38% | |
| 25 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.73% | -0.08% | -6.58% | |
| 26 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.66% | -0.10% | -6.52% | |
| 27 | PTBD | Pacer Trendpilot US Bond ETF | ETF-Other | 0.65% | — | -4.58% | |
| 28 | HYLS | Ft Tactical High Yield ETF | ETF-High Yield | 0.60% | — | -32.19% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.58% | -0.16% | -0.87% | |
| 30 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.57% | -0.07% | +191.52% | |
| 31 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 0.57% | -0.02% | -1.75% | |
| 32 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.55% | — | -38.95% | |
| 33 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.52% | -0.05% | +7.00% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.52% | +0.13% | +6.18% | |
| 35 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.51% | +0.11% | +38.12% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.51% | -0.05% | +8.18% | |
| 37 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.50% | -0.02% | +0.72% | |
| 38 | VUG | Vanguard Growth ETF | ETF-Other | 0.49% | +0.01% | +41.33% | |
| 39 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.48% | -0.08% | +26.69% | |
| 40 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.47% | -0.02% | +0.25% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | +0.01% | -3.72% | |
| 42 | AIRR | First Trust Rba American Ind | ETF-Other | 0.44% | — | +2.57% | |
| 43 | ILF | Ishares Latin America 40 ETF | ETF-Other | 0.44% | +0.09% | +185.57% | |
| 44 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.41% | +0.01% | +8.00% | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.41% | -0.13% | +1.40% | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.41% | -0.04% | +205.67% | |
| 47 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.40% | — | -12.67% | |
| 48 | XME | Ss Spdr S&p Metals Mining | ETF-Other | 0.39% | — | — | |
| 49 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.39% | +0.04% | -0.54% | |
| 50 | FXG | First Trust Consumer Staples | ETF-Other | 0.39% | — | -4.89% |
According to official SEC Form 13F filings, Csenge Advisory Group reported a total U.S. public equity portfolio value of $2.5B across 707 disclosed positions in Q1 2024.
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During Q1 2024, Csenge Advisory Group's top holdings by market value included SPY (6.0%)、RSP (5.1%)、FDL (3.5%). The largest single position, SPY, represented 6.0% of total portfolio value.
In Q1 2024, Csenge Advisory Group made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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