Three Seasons Wealth, LLC Diversified Active

CIK: 0002044495 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Apr 4, 2025

Total Value ($000): $180,856 (100.0% shares, 0.0% debt)

Holdings (87)

QQQ INVESCO QQQ TR 10.9%
Value ($000) $19,775 Shares 41,245 Est. Cost $458.36 Unrealized
IVW ISHARES TR 9.4%
Value ($000) $17,012 Shares 183,835 Est. Cost $91.58 Unrealized
SPY SPDR S&P 500 ETF TR 9.3%
Value ($000) $16,834 Shares 30,898 Est. Cost $535.31 Unrealized
AMZN AMAZON COM INC 4.2%
Value ($000) $7,685 Shares 39,767 Est. Cost $139.22 Unrealized +31.9%
GLD SPDR GOLD TR 4.2%
Value ($000) $7,602 Shares 35,355 Est. Cost $187.75 Unrealized
XLE SELECT SECTOR SPDR TR 3.1%
Value ($000) $5,695 Shares 62,483 Est. Cost $89.58 Unrealized
IVV ISHARES TR 3.1%
Value ($000) $5,624 Shares 10,278 Est. Cost $432.63 Unrealized
IYW ISHARES TR 2.7%
Value ($000) $4,800 Shares 31,896 Est. Cost $124.51 Unrealized
MSFT MICROSOFT CORP 2.5%
Value ($000) $4,567 Shares 10,218 Est. Cost $344.89 Unrealized +21.0%
IYF ISHARES TR 2.5%
Value ($000) $4,532 Shares 47,924 Est. Cost $88.61 Unrealized
IDU ISHARES TR 2.5%
Value ($000) $4,478 Shares 50,951 Est. Cost $87.88 Unrealized
IYC ISHARES TR 2.3%
Value ($000) $4,089 Shares 50,302 Est. Cost $77.30 Unrealized
SSO PROSHARES TR 2.1%
Value ($000) $3,732 Shares 45,065 Est. Cost $67.28 Unrealized
GOOG ALPHABET INC 2.0%
Value ($000) $3,689 Shares 20,112 Est. Cost $130.74 Unrealized +29.2%
NVDA NVIDIA CORPORATION 1.9%
Value ($000) $3,399 Shares 27,512 Est. Cost $93.80 Unrealized +7.7%
V VISA INC 1.3%
Value ($000) $2,337 Shares 8,904 Est. Cost $247.66 Unrealized +9.4%
MU MICRON TECHNOLOGY INC 1.3%
Value ($000) $2,326 Shares 17,684 Est. Cost $125.19 Unrealized 0.0%
NRG NRG ENERGY INC 1.3%
Value ($000) $2,321 Shares 29,809 Est. Cost $75.54 Unrealized 0.0%
CEG CONSTELLATION ENERGY CORP 1.3%
Value ($000) $2,292 Shares 11,444 Est. Cost $158.37 Unrealized +27.5%
POCT INNOVATOR ETFS TRUST 1.3%
Value ($000) $2,263 Shares 59,100 Est. Cost $36.12 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.2%
Value ($000) $2,237 Shares 5,499 Est. Cost $354.77 Unrealized +15.2%
IJH ISHARES TR 1.2%
Value ($000) $2,089 Shares 35,698 Est. Cost $97.76 Unrealized
AAPL APPLE INC 1.1%
Value ($000) $1,995 Shares 9,471 Est. Cost $181.32 Unrealized +2.1%
NFLX NETFLIX INC 1.1%
Value ($000) $1,938 Shares 2,872 Est. Cost $45.03 Unrealized +38.7%
QCOM QUALCOMM INC 1.1%
Value ($000) $1,937 Shares 9,725 Est. Cost $182.37 Unrealized 0.0%
PNOV INNOVATOR ETFS TRUST 1.0%
Value ($000) $1,866 Shares 51,408 Est. Cost $34.44 Unrealized
GE GE AEROSPACE 1.0%
Value ($000) $1,852 Shares 11,648 Est. Cost $157.95 Unrealized 0.0%
NOW SERVICENOW INC 1.0%
Value ($000) $1,791 Shares 2,277 Est. Cost $114.28 Unrealized +28.4%
MA MASTERCARD INCORPORATED 1.0%
Value ($000) $1,781 Shares 4,037 Est. Cost $404.95 Unrealized +11.5%
ADBE ADOBE INC 0.9%
Value ($000) $1,716 Shares 3,088 Est. Cost $543.85 Unrealized -11.0%
CRM SALESFORCE INC 0.9%
Value ($000) $1,654 Shares 6,435 Est. Cost $231.38 Unrealized +14.4%
FXL FIRST TR EXCHANGE TRADED FD 0.9%
Value ($000) $1,633 Shares 11,984 Est. Cost $111.15 Unrealized
FYX FIRST TR SML CP CORE ALPHA F 0.9%
Value ($000) $1,605 Shares 17,747 Est. Cost $80.66 Unrealized
HWM HOWMET AEROSPACE INC 0.8%
Value ($000) $1,464 Shares 18,856 Est. Cost $75.38 Unrealized 0.0%
ABNB AIRBNB INC 0.8%
Value ($000) $1,359 Shares 8,961 Est. Cost $142.17 Unrealized +7.5%
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $1,347 Shares 2,645 Est. Cost $474.51 Unrealized -0.3%
TMO THERMO FISHER SCIENTIFIC INC 0.7%
Value ($000) $1,345 Shares 2,430 Est. Cost $539.06 Unrealized +5.7%
ABT ABBOTT LABS 0.7%
Value ($000) $1,300 Shares 12,511 Est. Cost $104.12 Unrealized -1.1%
FTC FIRST TRUST LRGCP GWT ALPHAD 0.7%
Value ($000) $1,239 Shares 10,113 Est. Cost $96.76 Unrealized
IJR ISHARES TR 0.7%
Value ($000) $1,189 Shares 11,150 Est. Cost $94.79 Unrealized
ACN ACCENTURE PLC IRELAND 0.6%
Value ($000) $1,088 Shares 3,587 Est. Cost $314.81 Unrealized -4.9%
ZTS ZOETIS INC 0.6%
Value ($000) $1,009 Shares 5,818 Est. Cost $179.23 Unrealized -8.9%
IT GARTNER INC 0.5%
Value ($000) $825 Shares 1,837 Est. Cost $374.54 Unrealized +18.8%
PDEC INNOVATOR ETFS TRUST 0.5%
Value ($000) $821 Shares 21,900 Est. Cost $35.10 Unrealized
SUPER MICRO COMPUTER INC 0.4%
Value ($000) $805 Shares 983 Est. Cost $284.26 Unrealized
AVGO BROADCOM INC 0.4%
Value ($000) $796 Shares 496 Est. Cost $121.22 Unrealized +13.6%
META META PLATFORMS INC 0.4%
Value ($000) $761 Shares 1,510 Est. Cost $325.28 Unrealized +48.6%
NKE NIKE INC 0.4%
Value ($000) $712 Shares 9,404 Est. Cost $96.96 Unrealized -7.5%
SHOP SHOPIFY INC 0.4%
Value ($000) $700 Shares 10,601 Est. Cost $66.33 Unrealized 0.0%
FNX FIRST TR MID CAP CORE ALPHAD 0.4%
Value ($000) $685 Shares 6,314 Est. Cost $92.10 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.4%
Value ($000) $647 Shares 1,688 Est. Cost $216.51 Unrealized +53.6%
AAPR INNOVATOR ETFS TRUST 0.3%
Value ($000) $632 Shares 24,974 Est. Cost $25.29 Unrealized
BSEP INNOVATOR ETFS TRUST 0.3%
Value ($000) $630 Shares 15,485 Est. Cost $33.66 Unrealized
WING WINGSTOP INC 0.3%
Value ($000) $626 Shares 1,482 Est. Cost $351.60 Unrealized +9.3%
SFM SPROUTS FMRS MKT INC 0.3%
Value ($000) $623 Shares 7,444 Est. Cost $72.86 Unrealized 0.0%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $612 Shares 1 Est. Cost $538988.94 Unrealized +14.4%
THC TENET HEALTHCARE CORP 0.3%
Value ($000) $611 Shares 4,596 Est. Cost $120.38 Unrealized 0.0%
FTA FIRST TR LRG CP VL ALPHADEX 0.3%
Value ($000) $589 Shares 8,008 Est. Cost $64.78 Unrealized
GOOGL ALPHABET INC 0.3%
Value ($000) $576 Shares 3,162 Est. Cost $128.39 Unrealized +30.3%
PSEP INNOVATOR ETFS TRUST 0.3%
Value ($000) $538 Shares 14,352 Est. Cost $32.40 Unrealized
NVO NOVO-NORDISK A S 0.3%
Value ($000) $522 Shares 3,654 Est. Cost $142.74 Unrealized
WDAY WORKDAY INC 0.3%
Value ($000) $500 Shares 2,237 Est. Cost $241.86 Unrealized -0.5%
BDEC INNOVATOR ETFS TRUST 0.3%
Value ($000) $477 Shares 11,375 Est. Cost $38.25 Unrealized
KLAC KLA CORP 0.3%
Value ($000) $454 Shares 551 Est. Cost $728.44 Unrealized 0.0%
MRNA MODERNA INC 0.3%
Value ($000) $454 Shares 3,821 Est. Cost $126.55 Unrealized 0.0%
IMCB ISHARES TR 0.3%
Value ($000) $454 Shares 6,470 Est. Cost $60.03 Unrealized
IYJ ISHARES TR 0.2%
Value ($000) $421 Shares 3,527 Est. Cost $117.34 Unrealized
MSCI MSCI INC 0.2%
Value ($000) $412 Shares 855 Est. Cost $486.44 Unrealized 0.0%
LLY ELI LILLY & CO 0.2%
Value ($000) $399 Shares 441 Est. Cost $584.40 Unrealized +35.3%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $336 Shares 395 Est. Cost $532.21 Unrealized +45.4%
FEX FIRST TR LRGE CP CORE ALPHA 0.2%
Value ($000) $318 Shares 3,275 Est. Cost $81.10 Unrealized
WSM WILLIAMS SONOMA INC 0.2%
Value ($000) $309 Shares 1,096 Est. Cost $112.92 Unrealized +28.9%
BND VANGUARD BD INDEX FDS 0.2%
Value ($000) $291 Shares 4,036 Est. Cost $72.05 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $287 Shares 1,835 Est. Cost $145.40 Unrealized +2.1%
TJUL INNOVATOR ETFS TRUST 0.2%
Value ($000) $280 Shares 10,452 Est. Cost $24.42 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $254 Shares 1,540 Est. Cost $167.15 Unrealized -2.9%
WDC WESTERN DIGITAL CORP. 0.1%
Value ($000) $249 Shares 3,285 Est. Cost $55.25 Unrealized 0.0%
ADSK AUTODESK INC 0.1%
Value ($000) $242 Shares 977 Est. Cost $222.82 Unrealized +0.8%
BOCT INNOVATOR ETFS TRUST 0.1%
Value ($000) $232 Shares 5,570 Est. Cost $38.47 Unrealized
PJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $217 Shares 5,398 Est. Cost $38.96 Unrealized
PFXF VANECK ETF TRUST 0.1%
Value ($000) $208 Shares 12,045 Est. Cost $16.81 Unrealized
VRT VERTIV HOLDINGS CO 0.1%
Value ($000) $207 Shares 2,396 Est. Cost $62.67 Unrealized +44.9%
AJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $205 Shares 8,113 Est. Cost $24.84 Unrealized
ICLN ISHARES TR 0.1%
Value ($000) $190 Shares 14,268 Est. Cost $14.62 Unrealized
NVAX NOVAVAX INC 0.1%
Value ($000) $143 Shares 11,287 Est. Cost $10.06 Unrealized 0.0%
SMMT SUMMIT THERAPEUTICS INC 0.1%
Value ($000) $100 Shares 12,869 Est. Cost $1.91 Unrealized +183.3%
SPRO SPERO THERAPEUTICS INC 0.0%
Value ($000) $20 Shares 15,000 Est. Cost $1.19 Unrealized +26.5%