ROVIN CAPITAL /UT/ /ADV Diversified Active

CIK: 0001059057 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 1, 2024

Total Value ($000): $270 (100.0% shares, 0.0% debt)

Holdings (169)

XDEC FIRST TR EXCHNG TRADED FD VI 6.5%
Value ($000) $18 Shares 479,085 Est. Cost $0.03 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 5.8%
Value ($000) $16 Shares 79,465 Est. Cost $85.95 Unrealized
IEMG ISHARES INC 5.7%
Value ($000) $15 Shares 268,936 Est. Cost $1.48 Unrealized
SCHG SCHWAB STRATEGIC TR 5.2%
Value ($000) $14 Shares 133,942 Est. Cost $47.82 Unrealized
IEFA ISHARES TR 3.2%
Value ($000) $9 Shares 111,385 Est. Cost $0.07 Unrealized
XLK SELECT SECTOR SPDR TR 3.2%
Value ($000) $9 Shares 38,108 Est. Cost $85.18 Unrealized
IUSV ISHARES TR 2.6%
Value ($000) $7 Shares 74,661 Est. Cost $0.09 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 2.6%
Value ($000) $7 Shares 34,696 Est. Cost $0.15 Unrealized
AAPL APPLE INC 2.3%
Value ($000) $6 Shares 26,933 Est. Cost $141.77 Unrealized +56.6%
QQQ INVESCO QQQ TR 2.3%
Value ($000) $6 Shares 12,790 Est. Cost $269.40 Unrealized
BNDX VANGUARD CHARLOTTE FDS 1.8%
Value ($000) $5 Shares 97,692 Est. Cost $0.05 Unrealized
EMB ISHARES TR 1.8%
Value ($000) $5 Shares 51,922 Est. Cost $10.00 Unrealized
SCHD SCHWAB STRATEGIC TR 1.8%
Value ($000) $5 Shares 56,481 Est. Cost $24.13 Unrealized
BSCQ INVESCO EXCH TRD SLF IDX FD 1.6%
Value ($000) $4 Shares 223,746 Est. Cost $0.02 Unrealized
BSJQ INVESCO EXCH TRD SLF IDX FD 1.5%
Value ($000) $4 Shares 178,383 Est. Cost $0.02 Unrealized
VOE VANGUARD INDEX FDS 1.5%
Value ($000) $4 Shares 23,876 Est. Cost $88.39 Unrealized
JNK SPDR SER TR 1.5%
Value ($000) $4 Shares 40,308 Est. Cost $29.62 Unrealized
BSJR INVESCO EXCH TRD SLF IDX FD 1.4%
Value ($000) $4 Shares 169,615 Est. Cost $0.02 Unrealized
EFA ISHARES TR 1.2%
Value ($000) $3 Shares 38,912 Est. Cost $0.07 Unrealized
BSCS INVESCO EXCH TRD SLF IDX FD 1.2%
Value ($000) $3 Shares 152,031 Est. Cost $0.02 Unrealized
BSCT INVESCO EXCH TRD SLF IDX FD 1.1%
Value ($000) $3 Shares 158,073 Est. Cost $0.02 Unrealized
INVESCO EXCH TRD SLF IDX FD 1.1%
Value ($000) $3 Shares 140,624 Est. Cost $0.02 Unrealized
SPY SPDR S&P 500 ETF TR 1.1%
Value ($000) $3 Shares 5,057 Est. Cost $327.76 Unrealized
IJS ISHARES TR 1.1%
Value ($000) $3 Shares 26,628 Est. Cost $12.96 Unrealized
IMCG ISHARES TR 1.0%
Value ($000) $3 Shares 36,182 Est. Cost $47.47 Unrealized
JEPI J P MORGAN EXCHANGE-TRADED F 0.9%
Value ($000) $2 Shares 41,652 Est. Cost $28.13 Unrealized
MSFT MICROSOFT CORP 0.9%
Value ($000) $2 Shares 5,620 Est. Cost $356.69 Unrealized +18.6%
XLF SELECT SECTOR SPDR TR 0.9%
Value ($000) $2 Shares 50,847 Est. Cost $24.07 Unrealized
BALT INNOVATOR ETFS TR 0.8%
Value ($000) $2 Shares 70,514 Est. Cost $15.82 Unrealized
LQD ISHARES TR 0.8%
Value ($000) $2 Shares 19,000 Est. Cost $15.72 Unrealized
XLC SELECT SECTOR SPDR TR 0.8%
Value ($000) $2 Shares 23,454 Est. Cost $51.77 Unrealized
SCHX SCHWAB STRATEGIC TR 0.8%
Value ($000) $2 Shares 30,618 Est. Cost $67.23 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 0.7%
Value ($000) $2 Shares 66,436 Est. Cost $0.03 Unrealized
ANGL VANECK ETF TRUST 0.7%
Value ($000) $2 Shares 67,131 Est. Cost $14.95 Unrealized
TLT ISHARES TR 0.7%
Value ($000) $2 Shares 20,103 Est. Cost $0.10 Unrealized
SHY ISHARES TR 0.7%
Value ($000) $2 Shares 23,681 Est. Cost $0.08 Unrealized
IJT ISHARES TR 0.7%
Value ($000) $2 Shares 12,975 Est. Cost $0.13 Unrealized
SEIX VIRTUS ETF TR II 0.6%
Value ($000) $2 Shares 72,087 Est. Cost $3.18 Unrealized
BUFG FIRST TR EXCHNG TRADED FD VI 0.6%
Value ($000) $2 Shares 70,768 Est. Cost $0.02 Unrealized
BSJP INVESCO EXCH TRD SLF IDX FD 0.6%
Value ($000) $2 Shares 71,751 Est. Cost $0.02 Unrealized
ACWX ISHARES TR 0.6%
Value ($000) $2 Shares 28,996 Est. Cost $0.05 Unrealized
BIL SPDR SER TR 0.6%
Value ($000) $2 Shares 16,738 Est. Cost $16.96 Unrealized
XLY SELECT SECTOR SPDR TR 0.6%
Value ($000) $2 Shares 7,587 Est. Cost $140.94 Unrealized
AMZN AMAZON COM INC 0.6%
Value ($000) $2 Shares 8,115 Est. Cost $146.98 Unrealized +24.1%
GOOGL ALPHABET INC 0.5%
Value ($000) $1 Shares 8,657 Est. Cost $117.56 Unrealized +41.8%
XLI SELECT SECTOR SPDR TR 0.5%
Value ($000) $1 Shares 10,472 Est. Cost $86.02 Unrealized
IWB ISHARES TR 0.5%
Value ($000) $1 Shares 4,295 Est. Cost $0.21 Unrealized
BOND PIMCO ETF TR 0.5%
Value ($000) $1 Shares 14,097 Est. Cost $0.09 Unrealized
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $1 Shares 10,952 Est. Cost $109.01 Unrealized +8.3%
VOO VANGUARD INDEX FDS 0.5%
Value ($000) $1 Shares 2,434 Est. Cost $0.35 Unrealized
XLV SELECT SECTOR SPDR TR 0.4%
Value ($000) $1 Shares 7,726 Est. Cost $108.41 Unrealized
DGRO ISHARES TR 0.4%
Value ($000) $1 Shares 18,951 Est. Cost $30.79 Unrealized
CEFS EXCHANGE LISTED FDS TR 0.4%
Value ($000) $1 Shares 51,376 Est. Cost $15.31 Unrealized
SHW SHERWIN WILLIAMS CO 0.4%
Value ($000) $1 Shares 2,992 Est. Cost $265.90 Unrealized +29.7%
ETF SER SOLUTIONS 0.4%
Value ($000) $1 Shares 43,428 Est. Cost $25.24 Unrealized
BSJS INVESCO EXCH TRD SLF IDX FD 0.4%
Value ($000) $1 Shares 48,628 Est. Cost $0.02 Unrealized
SHYL DBX ETF TR 0.4%
Value ($000) $1 Shares 23,597 Est. Cost $0.04 Unrealized
HYDB ISHARES TR 0.4%
Value ($000) $1 Shares 22,356 Est. Cost $39.28 Unrealized
TECL DIREXION SHS ETF TR 0.4%
Value ($000) $1 Shares 11,797 Est. Cost $0.04 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.4%
Value ($000) $1 Shares 8,380 Est. Cost $78.33 Unrealized +41.8%
MO ALTRIA GROUP INC 0.4%
Value ($000) $1 Shares 18,595 Est. Cost $38.14 Unrealized +19.4%
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value ($000) $1 Shares 17,126 Est. Cost $43.27 Unrealized +0.9%
USB US BANCORP DEL 0.3%
Value ($000) $1 Shares 19,343 Est. Cost $34.38 Unrealized +19.6%
ADBE ADOBE SYSTEMS INCORPORATED 0.3%
Value ($000) $1 Shares 1,643 Est. Cost $520.04 Unrealized +5.5%
TRU TRANSUNION 0.3%
Value ($000) $1 Shares 8,064 Est. Cost $62.49 Unrealized +43.3%
AVGO BROADCOM INC 0.3%
Value ($000) $1 Shares 4,829 Est. Cost $151.01 Unrealized +4.6%
PHYL PGIM ETF TR 0.3%
Value ($000) $1 Shares 23,280 Est. Cost $29.17 Unrealized
NKE NIKE INC 0.3%
Value ($000) $1 Shares 9,251 Est. Cost $93.91 Unrealized -19.1%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $1 Shares 9,659 Est. Cost $66.59 Unrealized +9.7%
CRM SALESFORCE COM INC 0.3%
Value ($000) $1 Shares 2,941 Est. Cost $253.44 Unrealized +0.1%
PFE PFIZER INC 0.3%
Value ($000) $1 Shares 27,461 Est. Cost $28.96 Unrealized -7.9%
ADSK AUTODESK INC 0.3%
Value ($000) $1 Shares 2,840 Est. Cost $242.01 Unrealized +4.0%
MKTX MARKETAXESS HLDGS INC 0.3%
Value ($000) $1 Shares 3,012 Est. Cost $227.86 Unrealized +0.3%
BUFT FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $1 Shares 34,924 Est. Cost $0.02 Unrealized
IWP ISHARES TR 0.3%
Value ($000) $1 Shares 6,534 Est. Cost $0.11 Unrealized
ALLE ALLEGION PLC 0.3%
Value ($000) $1 Shares 5,247 Est. Cost $106.93 Unrealized +22.0%
CPB CAMPBELL SOUP CO 0.3%
Value ($000) $1 Shares 15,468 Est. Cost $40.20 Unrealized +14.9%
CTVA CORTEVA INC 0.3%
Value ($000) $1 Shares 12,822 Est. Cost $47.59 Unrealized +13.0%
A AGILENT TECHNOLOGIES INC 0.3%
Value ($000) $1 Shares 5,049 Est. Cost $119.35 Unrealized +13.6%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.3%
Value ($000) $1 Shares 7,030 Est. Cost $82.18 Unrealized +17.5%
SCHE SCHWAB STRATEGIC TR 0.3%
Value ($000) $1 Shares 25,270 Est. Cost $0.03 Unrealized
COWZ PACER FDS TR 0.3%
Value ($000) $1 Shares 12,570 Est. Cost $0.05 Unrealized
FAS DIREXION SHS ETF TR 0.3%
Value ($000) $1 Shares 5,544 Est. Cost $39.47 Unrealized
DIS DISNEY WALT CO 0.3%
Value ($000) $1 Shares 7,296 Est. Cost $99.61 Unrealized -9.1%
EMR EMERSON ELEC CO 0.3%
Value ($000) $1 Shares 6,406 Est. Cost $95.74 Unrealized +9.7%
EL LAUDER ESTEE COS INC 0.3%
Value ($000) $1 Shares 6,996 Est. Cost $117.07 Unrealized -21.2%
ZBH ZIMMER BIOMET HOLDINGS INC 0.3%
Value ($000) $1 Shares 6,426 Est. Cost $118.82 Unrealized -9.5%
VEEV VEEVA SYS INC 0.3%
Value ($000) $1 Shares 3,285 Est. Cost $219.33 Unrealized -9.9%
BSJT INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $1 Shares 30,892 Est. Cost $0.02 Unrealized
BF/B BROWN FORMAN CORP 0.2%
Value ($000) $1 Shares 13,690 Est. Cost $43.27 Unrealized 0.0%
BIO BIO RAD LABS INC 0.2%
Value ($000) $1 Shares 1,999 Est. Cost $317.61 Unrealized 0.0%
ACIO ETF SER SOLUTIONS 0.2%
Value ($000) $1 Shares 16,623 Est. Cost $26.31 Unrealized
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $1 Shares 3,090 Est. Cost $102.91 Unrealized +99.2%
IQLT ISHARES TR 0.2%
Value ($000) $1 Shares 15,296 Est. Cost $30.21 Unrealized
HII HUNTINGTON INGALLS INDS INC 0.2%
Value ($000) $1 Shares 2,336 Est. Cost $258.86 Unrealized -1.1%
META META PLATFORMS INC 0.2%
Value ($000) $1 Shares 1,052 Est. Cost $476.39 Unrealized +7.5%
BA BOEING CO 0.2%
Value ($000) $1 Shares 3,799 Est. Cost $171.47 Unrealized 0.0%
XLE SELECT SECTOR SPDR TR 0.2%
Value ($000) $1 Shares 6,480 Est. Cost $37.00 Unrealized
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $1 Shares 1,052 Est. Cost $478.00 Unrealized 0.0%
SPEM SPDR INDEX SHS FDS 0.2%
Value ($000) $1 Shares 13,211 Est. Cost $0.04 Unrealized
HEFA ISHARES TR 0.2%
Value ($000) $1 Shares 15,104 Est. Cost $0.03 Unrealized
ACWI ISHARES TR 0.2%
Value ($000) $1 Shares 4,422 Est. Cost $79.30 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.2%
Value ($000) $0 Shares 873 Est. Cost $381.91 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $0 Shares 5,003 Est. Cost $80.02 Unrealized +3.5%
NXPI NXP SEMICONDUCTORS N V 0.2%
Value ($000) $0 Shares 2,028 Est. Cost $205.75 Unrealized +18.6%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $0 Shares 11,614 Est. Cost $36.53 Unrealized +3.3%
FTNT FORTINET INC 0.2%
Value ($000) $0 Shares 6,116 Est. Cost $59.27 Unrealized +15.3%
PEP PEPSICO INC 0.2%
Value ($000) $0 Shares 2,751 Est. Cost $146.29 Unrealized +11.4%
MAINSTAY MACKAY DEFINEDTERM 0.2%
Value ($000) $0 Shares 27,023 Est. Cost $0.02 Unrealized
XLB SELECT SECTOR SPDR TR 0.2%
Value ($000) $0 Shares 4,637 Est. Cost $46.87 Unrealized
EFX EQUIFAX INC 0.2%
Value ($000) $0 Shares 1,491 Est. Cost $235.02 Unrealized +18.8%
NUE NUCOR CORP 0.2%
Value ($000) $0 Shares 2,883 Est. Cost $168.96 Unrealized -13.1%
SCHW SCHWAB CHARLES CORP 0.2%
Value ($000) $0 Shares 6,609 Est. Cost $57.25 Unrealized +12.8%
HSCZ ISHARES TR 0.2%
Value ($000) $0 Shares 12,846 Est. Cost $0.03 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $0 Shares 668 Est. Cost $560.81 Unrealized +5.1%
RSPT INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $0 Shares 10,841 Est. Cost $28.12 Unrealized
MAS MASCO CORP 0.1%
Value ($000) $0 Shares 4,823 Est. Cost $54.19 Unrealized +36.6%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $0 Shares 1,560 Est. Cost $148.44 Unrealized +44.3%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $0 Shares 676 Est. Cost $391.61 Unrealized +31.9%
GOOG ALPHABET INC 0.1%
Value ($000) $0 Shares 2,357 Est. Cost $168.58 Unrealized -0.2%
CLX CLOROX CO DEL 0.1%
Value ($000) $0 Shares 2,410 Est. Cost $141.19 Unrealized 0.0%
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value ($000) $0 Shares 4,857 Est. Cost $78.14 Unrealized +1.4%
TER TERADYNE INC 0.1%
Value ($000) $0 Shares 2,841 Est. Cost $108.76 Unrealized +23.2%
TSLA TESLA INC 0.1%
Value ($000) $0 Shares 1,442 Est. Cost $195.17 Unrealized +16.8%
WAT WATERS CORP 0.1%
Value ($000) $0 Shares 1,038 Est. Cost $279.34 Unrealized +16.5%
KEYS KEYSIGHT TECHNOLOGIES INC 0.1%
Value ($000) $0 Shares 2,333 Est. Cost $144.69 Unrealized -1.6%
ETSY ETSY INC 0.1%
Value ($000) $0 Shares 6,589 Est. Cost $92.04 Unrealized -38.3%
HON HONEYWELL INTL INC 0.1%
Value ($000) $0 Shares 1,756 Est. Cost $175.26 Unrealized +7.5%
LLY LILLY ELI & CO 0.1%
Value ($000) $0 Shares 405 Est. Cost $773.45 Unrealized +15.1%
IWM ISHARES TR 0.1%
Value ($000) $0 Shares 1,596 Est. Cost $0.17 Unrealized
XLRE SELECT SECTOR SPDR TR 0.1%
Value ($000) $0 Shares 7,818 Est. Cost $0.04 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $0 Shares 2,562 Est. Cost $120.53 Unrealized 0.0%
WDAY WORKDAY INC 0.1%
Value ($000) $0 Shares 1,427 Est. Cost $236.18 Unrealized 0.0%
LTL PROSHARES TR 0.1%
Value ($000) $0 Shares 4,666 Est. Cost $0.07 Unrealized
RWJ INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $0 Shares 7,560 Est. Cost $0.05 Unrealized
SLYG SPDR SER TR 0.1%
Value ($000) $0 Shares 3,692 Est. Cost $0.09 Unrealized
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $0 Shares 1,584 Est. Cost $142.17 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $0 Shares 2,162 Est. Cost $132.70 Unrealized +5.5%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $0 Shares 2,292 Est. Cost $88.63 Unrealized +57.2%
EJAN INNOVATOR ETFS TR 0.1%
Value ($000) $0 Shares 9,858 Est. Cost $21.95 Unrealized
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $0 Shares 2,826 Est. Cost $93.03 Unrealized 0.0%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $0 Shares 1,065 Est. Cost $259.43 Unrealized 0.0%
IEX IDEX CORP 0.1%
Value ($000) $0 Shares 1,320 Est. Cost $197.80 Unrealized 0.0%
DUSL DIREXION SHS ETF TR 0.1%
Value ($000) $0 Shares 4,347 Est. Cost $0.06 Unrealized
UCC PROSHARES TR 0.1%
Value ($000) $0 Shares 6,605 Est. Cost $0.04 Unrealized
FFEB FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $0 Shares 5,695 Est. Cost $0.05 Unrealized
FJAN FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $0 Shares 6,145 Est. Cost $0.04 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $0 Shares 304 Est. Cost $861.91 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $0 Shares 578 Est. Cost $298.99 Unrealized +47.9%
RSPN INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $0 Shares 5,097 Est. Cost $0.08 Unrealized
RSPF INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $0 Shares 3,758 Est. Cost $0.05 Unrealized
COR AMERISOURCEBERGEN CORP 0.1%
Value ($000) $0 Shares 1,143 Est. Cost $169.11 Unrealized +35.8%
EFO PROSHARES TR 0.1%
Value ($000) $0 Shares 4,884 Est. Cost $0.05 Unrealized
WANT DIREXION SHS ETF TR 0.1%
Value ($000) $0 Shares 5,964 Est. Cost $0.04 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $0 Shares 408 Est. Cost $548.30 Unrealized 0.0%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $0 Shares 802 Est. Cost $263.17 Unrealized 0.0%
VEA VANGUARD TAX-MANAGED INTL FD 0.1%
Value ($000) $0 Shares 4,525 Est. Cost $0.04 Unrealized
WMT WALMART INC 0.1%
Value ($000) $0 Shares 2,941 Est. Cost $72.48 Unrealized 0.0%
KO COCA COLA CO 0.1%
Value ($000) $0 Shares 3,296 Est. Cost $65.65 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $0 Shares 1,072 Est. Cost $188.97 Unrealized 0.0%
BLACKROCK INC 0.1%
Value ($000) $0 Shares 238 Est. Cost $0.95 Unrealized
CURE DIREXION SHS ETF TR 0.1%
Value ($000) $0 Shares 1,587 Est. Cost $0.12 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $0 Shares 653 Est. Cost $313.17 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $0 Shares 1,013 Est. Cost $192.96 Unrealized 0.0%
MINT PIMCO ETF TR 0.1%
Value ($000) $0 Shares 2,057 Est. Cost $0.10 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $0 Shares 1,769 Est. Cost $115.71 Unrealized -2.4%
GERN GERON CORP 0.0%
Value ($000) $0 Shares 13,610 Est. Cost $4.55 Unrealized 0.0%
CMPX COMPASS THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 13,495 Est. Cost $1.25 Unrealized 0.0%
ONCY ONCOLYTICS BIOTECH INC 0.0%
Value ($000) $0 Shares 20,620 Est. Cost $0.98 Unrealized 0.0%