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AlphaMark Advisors, LLC

SEC CIK
0001348183
Latest filing
Jan 21, 2025

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Aug 11, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
655
+13 vs. Q1 2022
Portfolio value
$216.5M
−$53.8M (−19.9%) vs. Q1 2022
Filed
Aug 11, 2022
SEC
Holdings of AlphaMark Advisors, LLC in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
ETF Ser Solutions26922A834ALPHAMARK SM780,969$18.4M8.5%−923−0.1%Reduced–
SPYSPDR S&P 500 ETF TrustETF26,474$9.99M4.6%+291+1.1%AddedHistory
iShares Tr464287630RUS 2000 VAL ETF69,547$9.47M4.4%00.0%Unchanged–
State Street Health Care Select Sector SPDR ETF81369Y209ETF67,911$8.71M4.0%−8,588−11.2%Reduced–
State Street Technology Select Sector SPDR ETF81369Y803ETF62,370$7.93M3.7%+569+0.9%Added–
PGProcter & Gamble CoStock54,648$7.86M3.6%−343−0.6%ReducedHistory
DBX ETF Tr233051200XTRACK MSCI EAFE220,152$7.66M3.5%−213−0.1%Reduced–
PIMCO ETF Tr72201R643ENHANCD SHORT61,986$6.11M2.8%+5,527+9.8%Added–
State Street Financial Select Sector SPDR ETF81369Y605ETF179,770$5.65M2.6%+1,276+0.7%Added–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF67,414$4.87M2.2%+171+0.3%Added–
iShares Russell 2000 Growth ETF464287648ETF23,514$4.85M2.2%−30−0.1%Reduced–
State Street Industrial Select Sector SPDR ETF81369Y704ETF54,629$4.77M2.2%+557+1.0%Added–
WisdomTree Tr97717X628FLOATNG RAT TREA94,463$4.75M2.2%+36,057+61.7%Added–
State Street Communication Services Select Sector SPDR ETF81369Y852ETF87,040$4.72M2.2%+726+0.8%Added–
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT93,190$4.50M2.1%+43,068+85.9%Added–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF30,372$4.18M1.9%−3,659−10.8%Reduced–
American Century Intermediate-Term Tax Free Bond FD Class I024934846M367,630$3.97M1.8%+367,630New–
State Street Utilities Select Sector SPDR ETF81369Y886ETF50,592$3.55M1.6%−5,444−9.7%Reduced–
State Street Real Estate Select Sector SPDR ETF81369Y860ETF80,026$3.27M1.5%+377+0.5%Added–
State Street Energy Select Sector SPDR ETF81369Y506ETF42,656$3.05M1.4%−10,457−19.7%Reduced–
iShares Inc464286475EM MKT SM-CP ETF60,535$2.91M1.3%+408+0.7%Added–
iShares Tips Bond ETF464287176ETF22,645$2.58M1.2%−100−0.4%Reduced–
VRTXVertex Pharmaceuticals IncStock8,220$2.32M1.1%−17−0.2%ReducedHistory
iShares Tr464288273EAFE SML CP ETF39,697$2.17M1.0%−250−0.6%Reduced–
AMZNAmazon Com IncStock19,505$2.07M1.0%+665+3.5%AddedConverted for a 20-for-1 splitHistory
State Street Materials Select Sector SPDR ETF81369Y100ETF27,058$1.99M0.9%+95+0.4%Added–
BMYBristol Myers Squibb CoStock24,754$1.91M0.9%+60+0.2%AddedHistory
APHAmphenol CorpCL A28,618$1.84M0.9%−62−0.2%ReducedHistory
WMWaste Management IncStock11,897$1.82M0.8%−28−0.2%ReducedHistory
FITBFifth Third BancorpCOM51,908$1.74M0.8%−432−0.8%ReducedHistory
KRKroger CoStock34,925$1.65M0.8%+263+0.8%AddedHistory
IBMInternational Business Machines CorpStock11,646$1.64M0.8%+170+1.5%AddedHistory
VZVerizon Communications IncStock31,097$1.58M0.7%+479+1.6%AddedHistory
TTWOTake Two Interactive Software IncCOM12,409$1.52M0.7%−67−0.5%ReducedHistory
AAPLApple Inc.Stock11,034$1.51M0.7%+69+0.6%AddedHistory
GSGoldman Sachs Group IncStock5,052$1.50M0.7%+40+0.8%AddedHistory
TMOThermo Fisher Scientific Inc.Stock2,743$1.49M0.7%+15+0.5%AddedHistory
American Century Intermt024934507BOND129,897$1.40M0.6%+129,897New–
iShares Tr464287721U.S. TECH ETF17,425$1.39M0.6%−27,412−61.1%Reduced–
REGNRegeneron Pharmaceuticals, Inc.COM2,225$1.31M0.6%+9+0.4%AddedHistory
GOOGAlphabet Inc.Stock587$1.28M0.6%+6+1.0%AddedHistory
LDOSLeidos Holdings, Inc.COM12,267$1.24M0.6%+36+0.3%AddedHistory
iShares Russell 2000 ETF464287655ETF7,282$1.23M0.6%−1,258−14.7%Reduced–
ICEIntercontinental Exchange, Inc.Stock12,847$1.21M0.6%+51+0.4%AddedHistory
MOHMolina Healthcare, Inc.COM4,289$1.20M0.6%+31+0.7%AddedHistory
BlackRock Inflation Pr09260B572ETF118,841$1.20M0.6%+118,841New–
GPNGlobal Payments IncStock10,591$1.17M0.5%+43+0.4%AddedHistory
MPCMarathon Petroleum CorpStock12,737$1.05M0.5%−4,170−24.7%ReducedHistory
SNXTD Synnex CorpCOM11,385$1.04M0.5%−22−0.2%ReducedHistory
PIIPolaris Inc.Stock9,323$926.0K0.4%−673−6.7%ReducedHistory
JNJJohnson & JohnsonStock5,018$891.0K0.4%+10.0%AddedHistory
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF29,049$864.0K0.4%−205,062−87.6%Reduced–
TSNTyson Foods, Inc.Stock9,254$796.0K0.4%+72+0.8%AddedHistory
AVGOBroadcom Inc.Stock1,519$738.0K0.3%+22+1.5%AddedHistory
ONOn Semiconductor CorpStock14,176$713.0K0.3%+168+1.2%AddedHistory
ELEstee Lauder Companies IncCL A2,679$682.0K0.3%+145+5.7%AddedHistory
AZOAutoZone IncCOM316$679.0K0.3%+2+0.6%AddedHistory
EMNEastman Chemical CoStock7,523$675.0K0.3%+17+0.2%AddedHistory
Vanguard Real Estate ETF922908553ETF7,360$671.0K0.3%00.0%Unchanged–
UPSUnited Parcel Service IncStock3,518$642.0K0.3%+308+9.6%AddedHistory
LOWLowes Companies IncStock3,588$627.0K0.3%+53+1.5%AddedHistory
CECelanese CorpStock5,206$612.0K0.3%−166−3.1%ReducedHistory
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD7,910$603.0K0.3%+50+0.6%Added–
PWRQuanta Services, Inc.COM4,799$602.0K0.3%+49+1.0%AddedHistory
WALWestern Alliance BancorporationCOM8,474$598.0K0.3%+367+4.5%AddedHistory
AJGArthur J. Gallagher & Co.COM3,627$591.0K0.3%+173+5.0%AddedHistory
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF5,572$552.0K0.3%−5,053−47.6%Reduced–
iShares Tr464288281JPMORGAN USD EMG6,473$552.0K0.3%−972−13.1%Reduced–
LLYEli Lilly & CoStock1,665$540.0K0.2%−35−2.1%ReducedHistory
HUBBHubbell IncCOM2,893$517.0K0.2%−27−0.9%ReducedHistory
SSNCSS&C Technologies Holdings IncCOM8,852$514.0K0.2%+184+2.1%AddedHistory
OIGOrion180 Insurance Group Inc.COM812,570$512.0K0.2%+478,638+143.3%AddedHistory
ADBEAdobe Inc.Stock1,159$424.0K0.2%00.0%UnchangedHistory
ZBRAZebra Technologies CorpCL A1,432$421.0K0.2%+27+1.9%AddedHistory
GLDSPDR Gold TrustETF2,465$415.0K0.2%+182+8.0%AddedHistory
ProShares Tr Ultrapro SHT QQQ74347G408CEF6,998$412.0K0.2%+3,453+97.4%Added–
Eaton Vance Floating277911533ETF47,539$387.0K0.2%+47,539New–
AMEAmetek IncCOM3,493$384.0K0.2%+55+1.6%AddedHistory
Vanguard Total World Stock ETF922042742ETF4,470$381.0K0.2%−425−8.7%Reduced–
Janus Detroit STR Tr47103U845HENDRSON AAA CL7,642$375.0K0.2%−139,559−94.8%Reduced–
KKellanovaStock5,180$370.0K0.2%00.0%UnchangedHistory
First Tr Exchng Traded FD VI33740U109TCW SECURITIZED16,238$369.0K0.2%−650−3.8%Reduced–
WELLWelltower Inc.COM4,480$369.0K0.2%−25−0.6%ReducedHistory
TOLToll Brothers, Inc.COM7,742$345.0K0.2%+136+1.8%AddedHistory
Schwab US Tips ETF808524870ETF6,150$343.0K0.2%−1,400−18.5%Reduced–
ROSTRoss Stores, Inc.COM4,646$326.0K0.2%+77+1.7%AddedHistory
Global X FDS37954Y483NASDAQ 100 COVER18,427$322.0K0.1%−725−3.8%Reduced–
Blackstone Group LP09253U108COM3,500$319.0K0.1%+400+12.9%Added–
AQR Diversified Arbitr00203H107ETF26,604$308.0K0.1%+1,598+6.4%Added–
MSFTMicrosoft CorpStock1,148$295.0K0.1%+31+2.8%AddedHistory
NVONovo Nordisk A SADR2,615$291.0K0.1%00.0%UnchangedHistory
MCDMcDonalds CorpStock1,170$289.0K0.1%00.0%UnchangedHistory
PEPPepsiCo IncStock1,711$285.0K0.1%00.0%UnchangedHistory
AMGNAmgen IncStock1,077$262.0K0.1%+2+0.2%AddedHistory
PIMCO ETF Tr72201R866INTER MUN BD ACT5,000$257.0K0.1%00.0%Unchanged–
PFEPfizer IncStock4,791$251.0K0.1%−15−0.3%ReducedHistory
TFCTruist Financial CorpCOM5,081$241.0K0.1%00.0%UnchangedHistory
PKGPackaging Corp of AmericaStock1,720$237.0K0.1%+24+1.4%AddedHistory
TSLATesla, Inc.Stock350$236.0K0.1%+86+32.6%AddedHistory
WisdomTree Tr97717W604US SMALLCAP DIVD8,025$226.0K0.1%−125−1.5%Reduced–

Options (1)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of AlphaMark Advisors, LLC in Q2 2022
SecurityClassPutsCalls
Select Sector SPDR Tr81369Y956PUT$22.0K–

Sold out since Q1 2022 (36)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of AlphaMark Advisors, LLC sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
Berkshire Hat A 100th084990175COM200$1.06M0.4%–
iShares Tr46429B655FLTG RATE NT ETF2,343$118.0K<0.1%–
iShares Tr46434V1000-5YR INVT GR CP2,000$99.0K<0.1%–
Invesco Exch TRD SLF Idx FD46138J866BULSHS 2023 CB3,600$76.0K<0.1%–
iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0ETF1,360$34.0K<0.1%–
WBDWarner Bros. Discovery, Inc.COM SER A1,071$27.0K<0.1%History
iShares Tr464288414NATIONAL MUN ETF200$22.0K<0.1%–
BCEBce IncCOM NEW300$17.0K<0.1%History
DUK.PADuke Energy CORPCOM560$15.0K<0.1%History
PBCTPeople's United Financial, Inc.COM630$13.0K<0.1%History
Discovery Inc25470F302COM SER C482$12.0K<0.1%–
Vanguard Total Bond Market ETF921937835ETF133$11.0K<0.1%–
Edwards Lifesciences C26176E108COM60$7.00K<0.1%–
iShares Core MSCI Eafe ETF46432F842ETF89$6.00K<0.1%–
CEQPCrestwood Equity Partners LPCOMMON STOCK625$6.00K<0.1%History
iShares Russell 1000 Value ETF464287598ETF25$4.00K<0.1%–
NZFNuveen Municipal Credit Income FundCOM SH BEN INT200$3.00K<0.1%History
SKMSK Telecom Co LtdSPONSORED ADR121$3.00K<0.1%History
iShares Russell 1000 Growth ETF464287614ETF9$2.00K<0.1%–
iShares U.S. Medical Devices ETF464288810ETF30$2.00K<0.1%–
Vanguard Ftse Emerging Markets ETF922042858ETF40$2.00K<0.1%–
CODICompass Diversified HoldingsSH BEN INT100$2.00K<0.1%History
CDKCDK Global, Inc.COM37$2.00K<0.1%History
iShares Tr464288513IBOXX HI YD ETF14$1.00K<0.1%–
PVHPVH Corp.COM10$1.00K<0.1%History
Listed FD Tr53656F417ROUNDHILL BALL61$1.00K<0.1%–
AMRNAmarin Corp PLCSPONS ADR NEW125$00.0%History
Direxion Shs ETF Tr25459W771DL FTSE BLL 3X100$00.0%–
Micro Focus Int594837304ADR28$00.0%–
Spongetech Delivery Sy849109103COM200,000$00.0%–
Stein Mart Inc Com858375108COM300$00.0%–
NBRNabors Industries LtdCOM1$00.0%History
MTTRMatterport, Inc.COM CL A15$00.0%History
IMPPImperial Petroleum Inc./Marshall IslandsCOMMON SHARES7$00.0%History
NII Holdings Inc Xxx629ESC013COM1,200$00.0%–
Contra Zogenix Inc989CVR014COM50$00.0%–