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Csenge Advisory Group

SEC CIK
0001715593
Latest filing
Aug 10, 2026

Holdings in Q3 2024

Holdings as of Sep 30, 2024, filed Nov 13, 2024. Long positions only; changes compare share counts with Q2 2024.

Institution overview
Positions
706
+44 vs. Q2 2024
Portfolio value
$1.92B
+$155.6M (+8.8%) vs. Q2 2024
Filed
Nov 13, 2024
SEC
Holdings of Csenge Advisory Group in Q3 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
SPYSPDR S&P 500 ETF TrustETF202,623$117.4M6.1%+4,154+2.1%AddedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT568,493$102.3M5.3%+29,398+5.5%Added–
First Tr Exchange-Traded FD336917109SHS1,727,656$72.8M3.8%−13,100−0.8%Reduced–
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW1,130,770$67.8M3.5%+22,896+2.1%Added–
First Trust Rising Dividend Achievers ETF33738R506ETF1,083,423$65.1M3.4%−11,194−1.0%Reduced–
Invesco QQQ Trust Series I46090E103ETF123,393$60.9M3.2%+4,385+3.7%Added–
AAPLApple Inc.Stock211,074$48.0M2.5%−3,302−1.5%ReducedHistory
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT704,891$34.6M1.8%+8,362+1.2%Added–
NVDANVIDIA CorpStock249,671$33.7M1.8%−22,231−8.2%ReducedHistory
First Tr Exchange-Traded FD33738D804LTD DUR INVT ETF1,651,477$31.6M1.6%−37,067−2.2%Reduced–
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF1,194,735$29.8M1.6%+22,091+1.9%Added–
GLDSPDR Gold TrustETF120,320$29.5M1.5%−3,184−2.6%ReducedHistory
MSFTMicrosoft CorpStock69,504$28.9M1.5%−1,187−1.7%ReducedHistory
iShares S&P 500 Growth ETF464287309ETF277,568$26.9M1.4%−10,043−3.5%Reduced–
iShares Tr46434V803HDG MSCI EAFE620,946$22.2M1.2%−34,604−5.3%Reduced–
iShares Core S&P 500 ETF464287200ETF33,176$19.3M1.0%+1,141+3.6%Added–
ProShares Tr74347R131SHRT HGH YIELD1,135,665$18.5M1.0%+96,927+9.3%Added–
iShares Tr464288513IBOXX HI YD ETF218,303$17.4M0.9%−43,597−16.6%Reduced–
AMZNAmazon Com IncStock83,874$15.8M0.8%+4,701+5.9%AddedHistory
Pacer US Cash Cows 100 ETF69374H881ETF266,083$15.5M0.8%−13,823−4.9%Reduced–
Schwab U.S. Large-Cap ETF808524201ETF678,632$15.5M0.8%+463,176+215.0%Added–
First Tr Exchange-Traded FD33738D606LNG DUR OPRTUN674,897$14.7M0.8%+674,897New–
SPDR Series Trust78464A201ST STR SP600GRWO149,613$13.9M0.7%−8,435−5.3%Reduced–
iShares MSCI USA Quality Factor ETF46432F339ETF70,872$12.9M0.7%+4,126+6.2%Added–
First Tr Exchange-Traded FD33734X184UTILITIES ALPH323,514$12.3M0.6%+12,051+3.9%Added–
State Street Health Care Select Sector SPDR ETF81369Y209ETF76,854$11.8M0.6%+48,537+171.4%Added–
GOOGLAlphabet Inc.Stock70,825$11.6M0.6%−1,307−1.8%ReducedHistory
XOMExxonMobil Holdings CorpCOM89,816$11.1M0.6%−841−0.9%ReducedHistory
Vanguard S&P 500 ETF922908363ETF20,361$10.8M0.6%+4,521+28.5%Added–
Vanguard Morningstar Growth ETF922908736ETF27,415$10.7M0.6%+123+0.5%Added–
iShares Tr46434V613CORE UNIVRSL USD226,976$10.5M0.5%+46,902+26.0%Added–
First Tr Exch Traded FD III33739E108PFD SECS INC ETF553,016$10.0M0.5%+1300.0%Added–
WMTWalmart Inc.Stock122,477$9.81M0.5%+304+0.2%AddedHistory
Pacer Trendpilot US Bond ETF69374H642ETF477,763$9.72M0.5%−28,251−5.6%Reduced–
First Tr Exchange Traded FD33738R704RBA INDL ETF124,667$9.49M0.5%+3,206+2.6%Added–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF139,028$9.48M0.5%+17,235+14.2%Added–
First Tr Exchange Trad FD VI33739H101FST TR GLB FD388,495$9.35M0.5%−463,800−54.4%Reduced–
iShares S&P 500 Value ETF464287408ETF46,528$9.23M0.5%+1,303+2.9%Added–
WisdomTree Tr97717W760INTL SMCAP DIV132,156$8.89M0.5%−46,280−25.9%Reduced–
WisdomTree Tr97717W281EMG MKTS SMCAP166,872$8.82M0.5%−10,999−6.2%Reduced–
Franklin Templeton ETF Tr35473P769FRANKLIN INDIA215,036$8.81M0.5%+3,793+1.8%Added–
First Tr Exchange-Traded FD33733E203NY ARCA BIOTECH50,747$8.74M0.5%+5,320+11.7%Added–
VanEck ETF Trust92189F106GOLD MINERS ETF214,381$8.59M0.4%+214,381New–
MDYSPDR S&P Midcap 400 ETF TrustETF14,243$8.20M0.4%+516+3.8%AddedHistory
HDHome Depot, Inc.Stock19,337$7.96M0.4%+1,141+6.3%AddedHistory
VanEck Semiconductor ETF92189F676ETF29,850$7.66M0.4%+1,576+5.6%Added–
iShares Core S&P Small Cap ETF464287804ETF65,600$7.62M0.4%+1,255+2.0%Added–
LOWLowes Companies IncStock27,185$7.50M0.4%+78+0.3%AddedHistory
SPDR Series Trust78468R622ST BLOO HIGH ETF77,045$7.46M0.4%−15,040−16.3%Reduced–
First Tr Exchange-Traded FD33734X119CONSUMR STAPLE110,124$7.40M0.4%+3,706+3.5%Added–
iShares Core U.S. Aggregate Bond ETF464287226ETF72,417$7.21M0.4%+741+1.0%Added–
JPMJPMorgan Chase & CoStock32,109$7.14M0.4%−1,782−5.3%ReducedHistory
State Street Utilities Select Sector SPDR ETF81369Y886ETF88,964$7.05M0.4%+2,880+3.3%Added–
Vanguard Morningstar Value ETF922908744ETF39,966$7.05M0.4%+647+1.6%Added–
METAMeta Platforms, Inc.Stock11,875$7.01M0.4%+558+4.9%AddedHistory
PIMCO Active Bond Exchange-Traded Fund72201R775ETF73,837$6.87M0.4%−4,999−6.3%Reduced–
UNHUnitedHealth Group IncStock11,254$6.73M0.4%+353+3.2%AddedHistory
iShares Tr46428743220 YR TR BD ETF71,352$6.69M0.3%+36,817+106.6%Added–
COSTCostco Wholesale CorpStock7,391$6.57M0.3%+132+1.8%AddedHistory
BRK.BBerkshire Hathaway IncStock14,132$6.50M0.3%+1,421+11.2%AddedHistory
Vanguard Dividend Appreciation ETF921908844ETF32,306$6.45M0.3%+657+2.1%Added–
Schwab US Dividend Equity ETF808524797ETF223,400$6.38M0.3%+150,122+204.9%Added–
Doubleline ETF Trust25861R204SHILLER CAPE U S216,298$6.36M0.3%+136+0.1%Added–
Vanguard Total International Bond ETF92203J407ETF123,307$6.16M0.3%+5,263+4.5%Added–
PGProcter & Gamble CoStock35,720$6.11M0.3%−1,231−3.3%ReducedHistory
BlackRock ETF Trust09290C103ISHARES US EQUIT120,466$6.07M0.3%+31,769+35.8%Added–
iShares MSCI USA Min Vol Factor ETF46429B697ETF64,281$5.91M0.3%+2,399+3.9%Added–
iShares Core Dividend Growth ETF46434V621ETF91,139$5.77M0.3%−447−0.5%Reduced–
LLYEli Lilly & CoStock5,974$5.57M0.3%+408+7.3%AddedHistory
AVGOBroadcom Inc.Stock30,579$5.55M0.3%+289+1.0%AddedConverted for a 10-for-1 splitHistory
iShares Tr464287622RUS 1000 ETF17,421$5.54M0.3%+11+0.1%Added–
Vanguard Ftse Developed Markets ETF921943858ETF106,192$5.52M0.3%+2,473+2.4%Added–
Vanguard Morningstar Total Stock Market ETF922908769ETF18,955$5.42M0.3%+3,838+25.4%Added–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF59,034$5.41M0.3%+6,867+13.2%Added–
TSLATesla, Inc.Stock24,228$5.28M0.3%+380+1.6%AddedHistory
TDGTransDigm Group INCCOM3,740$5.27M0.3%+17+0.5%AddedHistory
CTASCintas CorpStock25,285$5.26M0.3%−3,255−11.4%ReducedConverted for a 4-for-1 splitHistory
iShares Tr464289420RUS TP200 VL ETF61,747$5.08M0.3%+8,807+16.6%Added–
SOSouthern CoStock56,872$5.06M0.3%+8,427+17.4%AddedHistory
KOCoca Cola CoStock71,651$4.98M0.3%−600−0.8%ReducedHistory
TFCTruist Financial CorpCOM113,501$4.91M0.3%−15,060−11.7%ReducedHistory
TSCOTractor Supply CoCOM16,135$4.89M0.3%+50.0%AddedHistory
Schwab U.S. Large-Cap Growth ETF808524300ETF184,647$4.88M0.3%+144,159+356.1%Added–
iShares MSCI USA Momentum Factor ETF46432F396ETF21,822$4.52M0.2%−263−1.2%Reduced–
VVisa Inc.Stock16,114$4.48M0.2%+543+3.5%AddedHistory
CVXChevron CorpStock29,451$4.46M0.2%+187+0.6%AddedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF75,819$4.38M0.2%−1,051−1.4%Reduced–
ABBVAbbVie Inc.Stock22,558$4.38M0.2%−278−1.2%ReducedHistory
CADECadence BancorporationEQUITY US CM132,785$4.29M0.2%+128+0.1%AddedHistory
iShares S&P Mid-Cap 400 Value ETF464287705ETF33,775$4.21M0.2%−5,697−14.4%Reduced–
iShares MSCI Eafe ETF464287465ETF51,100$4.21M0.2%−6,363−11.1%Reduced–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF21,059$4.14M0.2%+2,018+10.6%Added–
FFCFlaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INCCOM248,124$4.07M0.2%−10,738−4.1%ReducedHistory
Invesco Exchange Traded FD T46137V431S&P 500 GARP ETF34,563$3.70M0.2%−2,410−6.5%Reduced–
State Street Technology Select Sector SPDR ETF81369Y803ETF15,853$3.66M0.2%+111+0.7%Added–
GOOGAlphabet Inc.Stock21,641$3.56M0.2%−694−3.1%ReducedHistory
DUKDuke Energy CORPStock30,981$3.54M0.2%+408+1.3%AddedHistory
iShares Tr464288877EAFE VALUE ETF62,379$3.53M0.2%+34,112+120.7%Added–
First Tr Exchange-Traded FD33738D796INTER GRADE ETF166,432$3.53M0.2%+9,110+5.8%Added–
JNJJohnson & JohnsonStock21,843$3.53M0.2%−1,032−4.5%ReducedHistory

Sold out since Q2 2024 (61)

Positions held at the end of Q2 2024 that are gone from this filing.

Positions of Csenge Advisory Group sold out since Q2 2024
SecurityClassShares in Q2 2024Value in Q2 2024% of portfolio in Q2 2024History
SPDR Series Trust78464A755ST STR SP METAL123,156$7.31M0.4%–
BVNBuenaventura Mining Co IncSPONSORED ADR126,300$2.14M0.1%History
ProShares Tr74347R107PSHS ULT S&P 50024,851$2.05M0.1%–
Invesco Exch Traded FD Tr II46138E370S&P 500 HB ETF20,022$1.69M0.1%–
iShares Russell Midcap ETF464287499ETF13,376$1.08M0.1%–
Aim ETF Products Trust00888H737ALLIA US JUN ETF36,775$1.05M0.1%–
First Tr Exch Traded FD III33739P202EME MRK BD ETF38,247$1.04M0.1%–
WisdomTree Bloomberg US Dollar Bullish Fund97717W471ETF35,030$949.0K0.1%–
PDDPDD Holdings Inc.SPONSORED ADS6,438$855.9K<0.1%History
State Street SPDR S&P Bank ETF78464A797ETF16,784$778.6K<0.1%–
SPDR Series Trust78468R556SP O&G EXPL PRO5,317$773.5K<0.1%–
iShares Russell Top 200 Growth ETF464289438ETF3,346$717.8K<0.1%–
Aim ETF Products Trust00888H646ALLIANZIM U S LA27,990$713.0K<0.1%–
EUOProShares Trust IIULTRASHRT EURO21,144$673.0K<0.1%History
GCTGigaCloud Technology IncStock21,372$650.1K<0.1%History
Aim ETF Products Trust00888H406ALLIANZIM US EQT18,903$629.7K<0.1%–
FMXMexican Economic Development IncSPON ADR UNITS5,780$622.3K<0.1%History
First Tr Exch TRD Alphdx FD33737J158JAPAN ALPHADEX11,820$608.9K<0.1%–
Aim ETF Products Trust00888H208ALLIANZIM US EQT18,652$580.5K<0.1%–
QLYSQualys, Inc.COM3,776$538.5K<0.1%History
DFHDream Finders Homes, Inc.COM CL A19,573$505.4K<0.1%History
Innovator ETFs Trust45782C748US EQTY PWR BUF14,070$501.2K<0.1%–
CLFCleveland-Cliffs Inc.COM31,987$492.3K<0.1%History
WMSAdvanced Drainage Systems, Inc.COM2,944$472.2K<0.1%History
RIORio Tinto PLCADR6,977$460.0K<0.1%History
LPGDorian LPG Ltd.SHS USD10,836$454.7K<0.1%History
Aim ETF Products Trust00888H810ALLI US EQU BUFF11,300$357.1K<0.1%–
EWEdwards Lifesciences CorpStock3,515$324.7K<0.1%History
CELHCelsius Holdings, Inc.COM NEW5,099$291.1K<0.1%History
Aim ETF Products Trust00888H620ALLIANZIM US EQT10,595$273.7K<0.1%–
iShares Tr464288638ISHS 5-10YR INVT5,046$258.6K<0.1%–
iShares Tr46429B366CMBS ETF5,358$251.6K<0.1%–
iShares Tr464287184CHINA LG-CAP ETF9,650$250.8K<0.1%–
CTRACoterra Energy Inc.Stock9,321$248.6K<0.1%History
BENFranklin Templeton IncCOM11,107$248.2K<0.1%History
iShares Tr46434VBG4IBONDS DEC24 ETF9,806$246.4K<0.1%–
Dimensional ETF Trust25434V724US MKTWIDE VALUE6,269$246.2K<0.1%–
Aim ETF Products Trust00888H778ALLIANZIM US EQT8,173$241.2K<0.1%–
Aim ETF Products Trust00888H109ALLIANZIM US EQ6,226$225.1K<0.1%–
CBOECboe Global Markets, Inc.COM1,303$221.6K<0.1%History
PBFPBF Energy Inc.CL A4,792$220.5K<0.1%History
SYFSynchrony FinancialCOM4,653$219.6K<0.1%History
MROMarathon Oil CorpCOM7,409$212.4K<0.1%History
TMToyota Motor CorpADS1,032$211.5K<0.1%History
CTVACorteva, Inc.Stock3,910$210.9K<0.1%History
MOSMosaic CoCOM7,276$210.3K<0.1%History
FOXAFox CorpCL A COM6,110$210.0K<0.1%History
NUENucor CorpCOM1,321$208.8K<0.1%History
Aim ETF Products Trust00888H307ALLIANZIM US EQ5,552$205.4K<0.1%–
iShares Tr464287390LATN AMER 40 ETF8,122$201.1K<0.1%–
SWKSSkyworks Solutions, Inc.Stock1,880$200.4K<0.1%History
HALHalliburton CoStock5,927$200.2K<0.1%History
NMFCNew Mountain Finance CorpCOM13,969$171.0K<0.1%History
PAGSPagSeguro Digital Ltd.COM CL A12,410$145.1K<0.1%History
MFDMacquarie/First Trust Global Infrastr/Util Div & Inc FundCOM14,414$107.7K<0.1%History
CLNNClene Inc.COMMON STOCK269,600$96.0K<0.1%History
WBDWarner Bros. Discovery, Inc.Stock10,047$74.8K<0.1%History
FCELFuelcell Energy IncCOM23,020$14.7K<0.1%History
EVGNEvogene Ltd.SHS20,762$13.5K<0.1%History
TCBPTC BioPharm (Holdings) plcSPONSORED ADR12,000$9.89K<0.1%History
HOLOMicroCloud Hologram Inc.ORD SHS NEW12,000$9.85K<0.1%History