Portfolio Strategies, Inc. Q2 2025 Filing

Filed July 21, 2025

Portfolio Value

$767.6M

Holdings

52

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (52 positions)

#StockSharesValue% PortfolioType
1
MGKVANGUARD WORLD FD
249,279$91.2M11.89%
2
IXNISHARES TR
945,608$87.3M11.37%
3
IWYISHARES TR
264,830$65.2M8.50%
4
SMHVANECK ETF TRUST
222,509$62.0M8.08%
5
IYWISHARES TR
349,410$60.5M7.88%
6
NDQINVESCO QQQ TR
96,621$53.3M6.94%
7
FTECFIDELITY COVINGTON TRUST
242,337$47.8M6.22%
8
IWFISHARES TR
98,426$41.8M5.44%
9
FBCGFIDELITY COVINGTON TRUST
748,753$36.1M4.71%
10
IGMISHARES TR
311,823$35.0M4.56%
11
VTIVANGUARD INDEX FDS
94,295$28.6M3.73%
12
TMFCRBB FD INC
439,867$28.4M3.70%
13
VGTVANGUARD WORLD FD
42,072$27.9M3.63%
14
IWVISHARES TR
75,077$26.3M3.43%
15
SPTMSPDR SERIES TRUST
319,552$23.9M3.11%
16
FDMOFIDELITY COVINGTON TRUST
150,134$11.4M1.48%
17
ONEQFIDELITY COMWLTH TR
83,089$6.7M0.87%
18
SOXXISHARES TR
24,735$5.9M0.77%
19
BOBPEXCHANGE TRADED CONCEPTS TRU
195,340$4.9M0.64%
20
VONGVANGUARD SCOTTSDALE FDS
33,932$3.7M0.48%
21
THNQEXCHANGE TRADED CONCEPTS TRU
60,541$3.3M0.43%
22
AAPLAPPLE INC
12,869$2.6M0.34%
23
MSFTMICROSOFT CORP
4,055$2.0M0.26%
24
AMZNAMAZON COM INC
5,248$1.2M0.15%
25
GOOGALPHABET INC
5,539$982K0.13%
26
IVVISHARES TR
1,563$970K0.13%
27
BRK/BBERKSHIRE HATHAWAY INC DEL
1,275$619K0.08%
28
LINLINDE PLC
1,280$600K0.08%
29
SILGLOBAL X FDS
10,812$520K0.07%
30
SGOVISHARES TR
4,652$468K0.06%
31
GBTCGRAYSCALE BITCOIN TRUST ETF
5,454$462K0.06%
32
XOMEXXON MOBIL CORP
3,873$417K0.05%
33
ADPAUTOMATIC DATA PROCESSING IN
1,351$416K0.05%
34
GDXVANECK ETF TRUST
7,574$394K0.05%
35
GOOGLALPHABET INC
1,975$348K0.05%
36
LMTLOCKHEED MARTIN CORP
715$331K0.04%
37
AQLTISHARES TR
13,995$321K0.04%
38
NBTBNBT BANCORP INC
7,628$316K0.04%
39
RINGISHARES INC
6,997$306K0.04%
40
BCPCBALCHEM CORP
1,885$300K0.04%
41
MAMASTERCARD INCORPORATED
508$285K0.04%
42
GQ9SPDR GOLD TR
890$271K0.04%
43
AVGOBROADCOM INC
979$269K0.04%
44
NADNUVEEN QUALITY MUNCP INCOME
23,527$265K0.03%
45
NVGNUVEEN AMT FREE MUN CR INC F
22,041$262K0.03%
46
NVDANVIDIA CORPORATION
1,604$253K0.03%
47
SLVISHARES SILVER TR
7,530$247K0.03%
48
SPYSPDR S&P 500 ETF TR
388$240K0.03%
49
COOCOOPER COS INC
3,046$216K0.03%
50
IBMINTERNATIONAL BUSINESS MACHS
700$206K0.03%
51
SLVPISHARES INC
10,495$186K0.02%
52
SMTKSMARTKEM INC
15,054$15K0.00%