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CIK: 0001715593
Total reported value
$2.5B
$2.5B
706 檔
17.3%
According to the latest 13F quarterly dataset, Csenge Advisory Group managed an equity portfolio of $2.5B at the end of Q3 2024, spanning 706 distinct U.S. exchange-listed positions.
In Q3 2024, Csenge Advisory Group displayed an active expansion posture, initiating 5 new positions and adding to 29 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 706 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 | 6.12% | +0.11% | +2.09% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 5.33% | -0.35% | +5.45% | |
| 3 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 3.79% | -0.24% | -0.75% | |
| 4 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 3.53% | -0.58% | +2.07% | |
| 5 | RDVY | First Trust Rising Dividend | ETF-Other | 3.40% | +0.23% | -1.02% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.17% | +0.34% | +3.68% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.50% | +0.07% | -1.54% | |
| 8 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.81% | -0.08% | +1.20% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.75% | +0.05% | -8.18% | |
| 10 | FSIG | Ft LTD Duration Inv Grade | ETF-Other | 1.65% | -0.19% | -2.20% | |
| 11 | UCON | First Trust Smith Unconstrai | ETF-Other | 1.56% | -0.15% | +1.88% | |
| 12 | GLD | Spdr Gold Shares | ETF-Commodities | 1.54% | -0.13% | -2.58% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.51% | -0.10% | -1.68% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.40% | +0.08% | -3.49% | |
| 15 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 1.16% | -0.01% | -5.28% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.01% | +0.29% | +3.56% | |
| 17 | SJB | Proshares Short High Yield | ETF-High Yield | 0.97% | -0.02% | +9.33% | |
| 18 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.91% | -0.06% | -16.65% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.83% | +0.02% | +5.94% | |
| 20 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.81% | -0.07% | -4.94% | |
| 21 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.81% | -0.08% | +214.97% | |
| 22 | LGOV | First Tr Long Duration O-etf | ETF-Other | 0.77% | -0.72% | — | |
| 23 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.72% | +0.03% | -5.34% | |
| 24 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.67% | -0.10% | +6.18% | |
| 25 | FXU | First Trust Utilities Alphad | ETF-Other | 0.64% | -0.05% | +3.87% | |
| 26 | XLV | Ss Health Care Select Sector | ETF-Other | 0.62% | — | +171.41% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.60% | +0.13% | -1.81% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.58% | -0.16% | -0.93% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.57% | +0.01% | +28.54% | |
| 30 | VUG | Vanguard Growth ETF | ETF-Other | 0.56% | +0.01% | +0.45% | |
| 31 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.55% | +0.11% | +26.05% | |
| 32 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.52% | -0.05% | +0.02% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.51% | -0.04% | +0.25% | |
| 34 | PTBD | Pacer Trendpilot US Bond ETF | ETF-Other | 0.51% | — | -5.58% | |
| 35 | AIRR | First Trust Rba American Ind | ETF-Other | 0.50% | — | +2.64% | |
| 36 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | — | +14.15% | |
| 37 | FTGC | First Trust Global Tactical | ETF-Other | 0.49% | -0.13% | -54.42% | |
| 38 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.48% | -0.08% | +2.88% | |
| 39 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 0.46% | -0.05% | -25.94% | |
| 40 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 0.46% | -0.02% | -6.18% | |
| 41 | FLIN | Franklin Ftse India ETF | ETF-Other | 0.46% | — | +1.80% | |
| 42 | FBT | First Trust Nyse Arca Biotec | ETF-Other | 0.46% | +0.20% | +11.71% | |
| 43 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.45% | -0.18% | EXIT | |
| 44 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.43% | +0.01% | +3.76% | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.42% | -0.13% | +6.27% | |
| 46 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.40% | +0.26% | +5.57% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.40% | +0.01% | +1.95% | |
| 48 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.39% | +0.04% | +0.29% | |
| 49 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.39% | -0.02% | -16.33% | |
| 50 | FXG | First Trust Consumer Staples | ETF-Other | 0.39% | — | +3.48% |
According to official SEC Form 13F filings, Csenge Advisory Group reported a total U.S. public equity portfolio value of $2.5B across 706 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, RSP, FDL) accounted for 17.3% of total reported equity market value during Q3 2024.
Top New Position Initiated
LGOV
市值: $14.7M
Top Position Liquidated / Trimmed
XME
前期市值: $7.3M
During Q3 2024, Csenge Advisory Group's top holdings by market value included SPY (6.1%)、RSP (5.3%)、FDL (3.8%). The largest single position, SPY, represented 6.1% of total portfolio value.
In Q3 2024, Csenge Advisory Group made 50 total portfolio adjustments, initiating 5 new buys, adding to 29 positions, trimming 12 holdings, and fully liquidating 4 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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