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CIK: 0001715593
Total reported value
$2.5B
$2.5B
694 檔
17.0%
During the Q4 2024 filing period, Csenge Advisory Group (CIK: 0001715593) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.5B across 694 reported positions.
Csenge Advisory Group executed strategic sector rebalancing during Q4 2024, establishing 9 new positions while fully exiting 3 holdings and trimming 24 positions.
Showing top 200 holdings (of 694 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 | 6.25% | +0.11% | -3.05% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 5.48% | -0.35% | +1.30% | |
| 3 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 3.81% | -0.24% | +0.79% | |
| 4 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 3.66% | -0.58% | -0.25% | |
| 5 | RDVY | First Trust Rising Dividend | ETF-Other | 3.58% | +0.23% | +3.00% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.43% | +0.34% | +0.21% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.47% | +0.07% | -13.77% | |
| 8 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.86% | -0.08% | +0.01% | |
| 9 | FSIG | Ft LTD Duration Inv Grade | ETF-Other | 1.86% | -0.19% | +9.80% | |
| 10 | UCON | First Trust Smith Unconstrai | ETF-Other | 1.57% | -0.15% | -1.70% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.42% | +0.08% | -7.03% | |
| 12 | GLD | Spdr Gold Shares | ETF-Commodities | 1.41% | -0.13% | -10.58% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.39% | -0.10% | -12.38% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.01% | +0.29% | -5.05% | |
| 15 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.97% | -0.08% | +13.42% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 0.95% | +0.05% | -47.83% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.93% | +0.02% | -7.17% | |
| 18 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.86% | -0.06% | -7.83% | |
| 19 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.76% | -0.07% | -6.38% | |
| 20 | LGOV | First Tr Long Duration O-etf | ETF-Other | 0.76% | -0.72% | -0.56% | |
| 21 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.68% | -0.10% | -0.23% | |
| 22 | FXU | First Trust Utilities Alphad | ETF-Other | 0.67% | -0.05% | +1.47% | |
| 23 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.67% | +0.03% | -9.34% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.59% | +0.13% | -18.83% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.59% | +0.01% | -1.69% | |
| 26 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.58% | -0.01% | -50.35% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 0.58% | -0.04% | -3.29% | |
| 28 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.57% | -0.05% | +6.70% | |
| 29 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.56% | +0.16% | — | |
| 30 | VUG | Vanguard Growth ETF | ETF-Other | 0.54% | +0.01% | -11.70% | |
| 31 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.53% | +0.11% | -5.12% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.53% | -0.16% | +0.65% | |
| 33 | AIRR | First Trust Rba American Ind | ETF-Other | 0.52% | — | -0.19% | |
| 34 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.52% | -0.03% | +683.56% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.50% | -0.06% | -5.88% | |
| 36 | FTGC | First Trust Global Tactical | ETF-Other | 0.49% | -0.13% | -2.51% | |
| 37 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | — | -5.48% | |
| 38 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.49% | -0.08% | +1.23% | |
| 39 | FBT | First Trust Nyse Arca Biotec | ETF-Other | 0.47% | +0.20% | +1.95% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.46% | +0.01% | +12.04% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.45% | +0.04% | +8.11% | |
| 42 | FLIN | Franklin Ftse India ETF | ETF-Other | 0.45% | — | +1.19% | |
| 43 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.45% | +0.01% | +1.65% | |
| 44 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.44% | +0.26% | +13.35% | |
| 45 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.44% | +0.81% | +1943.37% | |
| 46 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.44% | -0.05% | +15.88% | |
| 47 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 0.44% | +0.19% | +377.68% | |
| 48 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 0.42% | -0.02% | -4.90% | |
| 49 | FXG | First Trust Consumer Staples | ETF-Other | 0.40% | — | +3.23% | |
| 50 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.38% | -0.02% | +5.33% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EEM | Ishares Msci Emerging Market | +0.6% | NEW | New buy |
| 2 | SPHY | Ss Spdr P High Yield ETF | +0.5% | +683.56% | Add |
| 3 | SDVY | First Trust Smid Cap Rising | +0.4% | +1943.37% | Add |
| 4 | GRID | First Trst Nasd Cl Edg Sgiif | +0.4% | +377.68% | Add |
| 5 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +0.21% | Add |
| 6 | TSLA | Tesla Inc | +0.2% | -5.88% | Trim |
| 7 | FSIG | Ft LTD Duration Inv Grade | +0.2% | +9.80% | Add |
| 8 | IGV | Ishares Expanded Tech-softwa | +0.2% | NEW | New buy |
| 9 | SCHX | Schwab US Large-cap ETF | +0.2% | +13.42% | Add |
| 10 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +1.30% | Add |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -3.05% | Trim |
| 12 | KWEB | Kranesh Csi China Internet | +0.1% | NEW | New buy |
| 13 | VRT | Vertiv Holdings Co-a | +0.1% | NEW | New buy |
| 14 | AMZN | Amazon.com Inc | +0.1% | -7.17% | Trim |
| 15 | SMAX | Ishares L Cap Mb Sep ETF | +0.1% | NEW | New buy |
| 16 | REZ | Ishars Res And Multi Reales | +0.1% | NEW | New buy |
| 17 | DECW | Alianzim US Eq Bfr20 Dec-usd | +0.1% | NEW | New buy |
| 18 | SDY | Ss Spdr S&p Dividend ETF | +0.1% | +303.83% | Add |
| 19 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +198.77% | Add |
| 20 | JPM | Jpmorgan Chase & Co | +0.1% | +8.11% | Add |
| 21 | ITA | Ishares U.s. Aerospace & Def | +0.1% | +159.20% | Add |
| 22 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | +26.64% | Add |
| 23 | GDEC | Ft Vest US Equity Moderate B | +0.1% | NEW | New buy |
| 24 | BLK | Blackrock Inc | +0.1% | NEW | New buy |
| 25 | FDL | First Trust Morn Dvd Lead In | 0% | +0.79% | Add |
| 26 | AAPL | Apple Inc | 0% | -13.77% | Trim |
| 27 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | -0.1% | -9.34% | Trim |
| 28 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -0.1% | -7.83% | Trim |
| 29 | COWZ | Pacer US Cash Cows 100 ETF | -0.1% | -6.38% | Trim |
| 30 | XOM | Exxon Mobil CORP | -0.1% | +0.65% | Add |
| 31 | COST | Costco Wholesale CORP | -0.1% | -21.04% | Trim |
| 32 | SMCIUSD | Super Micro Computer Inc | -0.1% | EXIT | Sold out |
| 33 | VTV | Vanguard Value ETF | -0.1% | -18.41% | Trim |
| 34 | DLS | Wisdomtree Intl S/c Dvd Fund | -0.1% | -15.61% | Trim |
| 35 | UNH | Unitedhealth Group Inc | -0.1% | -12.52% | Trim |
| 36 | KCE | Ss Spdr S&p Cap Mkts ETF | -0.1% | -62.03% | Trim |
| 37 | HD | Home Depot Inc | -0.1% | -21.63% | Trim |
| 38 | META | Meta Platforms Inc-class A | -0.1% | -28.25% | Trim |
| 39 | LLY | Eli Lilly & Co | -0.1% | -22.93% | Trim |
| 40 | VCLT | Vanguard Long-term CORP Bond | -0.1% | EXIT | Sold out |
| 41 | SPGP | Invesco S&p 500 Garp ETF | -0.1% | -57.09% | Trim |
| 42 | MSFT | Microsoft CORP | -0.1% | -12.38% | Trim |
| 43 | GLD | Spdr Gold Shares | -0.1% | -10.58% | Trim |
| 44 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -62.79% | Trim |
| 45 | GDX | Vaneck Gold Miners ETF | -0.5% | EXIT | Sold out |
| 46 | PTBD | Pacer Trendpilot US Bond ETF | -0.5% | -93.46% | Trim |
| 47 | XLV | Ss Health Care Select Sector | -0.5% | -77.83% | Trim |
| 48 | HEFA | Isha Curr Hedged Msci Eafe | -0.6% | -50.35% | Trim |
| 49 | NVDA | Nvidia CORP | -0.8% | -47.83% | Trim |
| 50 | SJB | Proshares Short High Yield | -0.9% | -95.99% | Trim |
According to official SEC Form 13F filings, Csenge Advisory Group reported a total U.S. public equity portfolio value of $2.5B across 694 disclosed positions in Q4 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 17.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
EEM
市值: $10.3M
Top Position Liquidated / Trimmed
GDX
前期市值: $8.6M
During Q4 2024, Csenge Advisory Group's top holdings by market value included SPY (6.3%)、RSP (5.5%)、FDL (3.8%). The largest single position, SPY, represented 6.3% of total portfolio value.
In Q4 2024, Csenge Advisory Group made 50 total portfolio adjustments, initiating 9 new buys, adding to 14 positions, trimming 24 holdings, and fully liquidating 3 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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