PALLER FINANCIAL SERVICES INC

PrivateCIK: 2095931
Location

CENTENNIAL, CO

43
Positions
$120.90M
Total AUM (reported)
2.83M
Total Shares

Allocation by class

TOTAL AUM$120.90M43 positions
COM$11.51M9.5%
MRNGSTR WDE MOAT$6.86M5.7%
DORSEY WRGT TECH$6.44M5.3%
DEFIANCE QUANTUM$6.35M5.3%
CORE HIGH DV ETF$5.97M4.9%
MSCI USA QLT FCT$5.62M4.6%
UTSER1 S&PDCRP$5.35M4.4%

Portfolio Concentration

Top 316.3%4–1030.4%11–2538.6%Rest14.8%TOP 1046.6%0%100%
Top 3$19.65M16.3%
4–10$36.69M30.4%
11–25$46.63M38.6%
Rest$17.93M14.8%

Top 3 weight

16.3%

Top 10 weight

46.6%

Voting Authority Distribution

Total shares with voting rights: 2.83M

Sole

Full voting authority

2.83M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole43
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings43
Rows:

VANECK ETF TRUST

SOLE
MRNGSTR WDE MOAT
Shares70.93K
TypeSH
Market value$6.86M
5.67%
Sole
70.93K
Shared
0.00
None
0.00

INVESCO EXCHANGE TRADED FD T

SOLE
DORSEY WRGT TECH
Shares74.57K
TypeSH
Market value$6.44M
5.32%
Sole
74.57K
Shared
0.00
None
0.00

ETF SER SOLUTIONS

SOLE
DEFIANCE QUANTUM
Shares59.20K
TypeSH
Market value$6.35M
5.25%
Sole
59.20K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE HIGH DV ETF
Shares44.02K
TypeSH
Market value$5.97M
4.94%
Sole
44.02K
Shared
0.00
None
0.00

ISHARES TR

SOLE
MSCI USA QLT FCT
Shares29.30K
TypeSH
Market value$5.62M
4.65%
Sole
29.30K
Shared
0.00
None
0.00

STATE STR SPDR S&P MIDCAP 40

SOLE
UTSER1 S&PDCRP
Shares8.67K
TypeSH
Market value$5.35M
4.42%
Sole
8.67K
Shared
0.00
None
0.00

AMPLIFY ETF TR

SOLE
ENERGY & NATURAL
Shares146.95K
TypeSH
Market value$5.27M
4.36%
Sole
146.95K
Shared
0.00
None
0.00

ROYCE SMALL CAP TRUST INC

SOLE
COM
Shares308.88K
TypeSH
Market value$5.13M
4.24%
Sole
308.88K
Shared
0.00
None
0.00

DBX ETF TR

SOLE
XTRACK MSCI EAFE
Shares148.24K
TypeSH
Market value$4.80M
3.97%
Sole
148.24K
Shared
0.00
None
0.00

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares7.88K
TypeSH
Market value$4.55M
3.76%
Sole
7.88K
Shared
0.00
None
0.00

VANECK ETF TRUST

SOLE
URANIUM AND NUCL
Shares33.43K
TypeSH
Market value$4.45M
3.68%
Sole
33.43K
Shared
0.00
None
0.00

FIRST TR EXCHANGE-TRADED FD

SOLE
HLTH CARE ALPH
Shares37.10K
TypeSH
Market value$4.07M
3.37%
Sole
37.10K
Shared
0.00
None
0.00

FIRST TR EXCHNG TRADED FD VI

SOLE
FT ENERGY INCOME
Shares179.96K
TypeSH
Market value$4.05M
3.35%
Sole
179.96K
Shared
0.00
None
0.00

INVESCO EXCHANGE TRADED FD T

SOLE
DORSEY WRGT INDS
Shares19.24K
TypeSH
Market value$3.74M
3.10%
Sole
19.24K
Shared
0.00
None
0.00

INVESCO EXCHANGE TRADED FD T

SOLE
S&P MDCP MOMNTUM
Shares24.47K
TypeSH
Market value$3.55M
2.94%
Sole
24.47K
Shared
0.00
None
0.00

ISHARES TR

SOLE
US INFRASTRUC
Shares59.95K
TypeSH
Market value$3.43M
2.84%
Sole
59.95K
Shared
0.00
None
0.00

FIRST TR EXCHANGE-TRADED ALP

SOLE
SML CP GRW ALP
Shares31.79K
TypeSH
Market value$3.08M
2.55%
Sole
31.79K
Shared
0.00
None
0.00

FIRST TR EXCHANGE TRADED FD

SOLE
NASD TECH DIV
Shares29.91K
TypeSH
Market value$2.80M
2.32%
Sole
29.91K
Shared
0.00
None
0.00

ALLSPRING GLOBAL DIVIDEND OP

SOLE
COM
Shares473.28K
TypeSH
Market value$2.76M
2.28%
Sole
473.28K
Shared
0.00
None
0.00

ARK ETF TR

SOLE
BLOCKCHAIN & FIN
Shares70.11K
TypeSH
Market value$2.66M
2.20%
Sole
70.11K
Shared
0.00
None
0.00

ETF SER SOLUTIONS

SOLE
HOYA CAPT HI DIV
Shares294.70K
TypeSH
Market value$2.65M
2.19%
Sole
294.70K
Shared
0.00
None
0.00

INVESCO EXCHANGE TRADED FD T

SOLE
S&P 500A EQL
Shares66.62K
TypeSH
Market value$2.49M
2.06%
Sole
66.62K
Shared
0.00
None
0.00

INVESCO EXCHANGE TRADED FD T

SOLE
S&P500 EQL TEC
Shares54.82K
TypeSH
Market value$2.48M
2.05%
Sole
54.82K
Shared
0.00
None
0.00

ISHARES TR

SOLE
RUS MID CAP ETF
Shares23.02K
TypeSH
Market value$2.24M
1.85%
Sole
23.02K
Shared
0.00
None
0.00

FIRST TR EXCHANGE-TRADED FD

SOLE
FINLS ALPHADEX
Shares38.48K
TypeSH
Market value$2.16M
1.79%
Sole
38.48K
Shared
0.00
None
0.00
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