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The Analysis of Boyer Financial Services, Inc.'s Holdings & P&L

Currently, Boyer Financial Services, Inc. holds 44 types of securities in its portfolio with a total value $94.3M. In the most recent quarter, they have increased their positions in CGBL (+39.0K shares, valued at $1.3M), CGGR (+17.3K shares, valued at $695.8K), JIRE (+6.8K shares, valued at $513.1K); decreased their positions in JBND (-17.3K shares, valued at $930.7K), SMTH (-17.9K shares, valued at $461.2K), TSM (-875 shares, valued at $295.7K); initiated new positions in JNJ (+859 shares, valued at $210.0K), MNTK (+23.0K shares, valued at $26.4K).

1M P&L

-1.5M-1.43%

3M P&L

+1.9M+1.94%

HY P&L

+2.7M+2.67%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A88.8M

94.2%

2Semiconductors1.3M

1.4%

3Software - Infrastructure659.6K

0.7%

Top Industries by Stock Count

1N/A27 stocks

61.4%

2Semiconductors3 stocks

6.8%

3Internet Content & Information1 stocks

2.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CGDG CAPITAL GROUP DIVIDEND GROWE297.2K shares4.45%2026-03-312026-04-10

CGBL CAPITAL GROUP CORE BALANCED292.9K shares15.37%2026-03-312026-04-10

CGDV CAPITAL GROUP DIVIDEND VALUE224.6K shares5.13%2026-03-312026-04-10

CGGR CAPITAL GROUP GROWTH ETF208.4K shares9.06%2026-03-312026-04-10

CGGO CAPITAL GROUP GBL GROWTH EQT173.3K shares8.89%2026-03-312026-04-10

CGCB CAPITAL GRP FIXED INCM ETF T193.6K shares2.87%2026-03-312026-04-10

CGCP CAPITAL GRP FIXED INCM ETF T207.3K shares5.77%2026-03-312026-04-10

SDVY FIRST TR EXCHANGE TRADED FD97.0K shares1.09%2026-03-312026-04-10

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CGUS CAPITAL GROUP CORE EQUITY ET99.4K shares6.33%2026-03-312026-04-10

CGMS CAPITAL GRP FIXED INCM ETF T131.0K shares-1.52%2026-03-312026-04-10

JBND J P MORGAN EXCHANGE TRADED F53.3K shares-24.53%2026-03-312026-04-10

SCHD SCHWAB STRATEGIC TR81.3K shares7.53%2026-03-312026-04-10

CGMM CAPITAL GROUP EQUITY ETF TR76.2K shares21.26%2026-03-312026-04-10

CGGE CAPITAL GROUP GLOBAL EQUITY72.7K shares13.57%2026-03-312026-04-10

TBG EA SERIES TRUST62.8K shares-8.78%2026-03-312026-04-10

JIRE J P MORGAN EXCHANGE TRADED F27.5K shares32.71%2026-03-312026-04-10

Sponsored

CGNG CAPITAL GROUP NEW GEOGRAPHY61.8K shares15.64%2026-03-312026-04-10

RDVY FIRST TR EXCHANGE TRADED FD22.7K shares25.69%2026-03-312026-04-10

WCMI FIRST TR EXCHANGE-TRADED FD91.2K shares33.92%2026-03-312026-04-10

SMTH ALPS ETF TR39.7K shares-31.09%2026-03-312026-04-10

CGSD CAPITAL GRP FIXED INCM ETF T36.8K shares29.02%2026-03-312026-04-10

FWD AB ACTIVE ETFS INC6.2K shares24.36%2026-03-312026-04-10

MSFT MICROSOFT CORP1.8K shares-8.66%2026-03-312026-04-10

AMZN AMAZON COM INC3.1K shares21.15%2026-03-312026-04-10

Sponsored

QTUM ETF SER SOLUTIONS5.6K shares7.58%2026-03-312026-04-10

TSLA TESLA INC1.6K shares-24.18%2026-03-312026-04-10

NVDA NVIDIA CORPORATION3.3K shares-23.08%2026-03-312026-04-10

AAPL APPLE INC1.8K shares-27.49%2026-03-312026-04-10

VTI VANGUARD INDEX FDS1.3K shares-2.19%2026-03-312026-04-10

TSM TAIWAN SEMICONDUCTOR MANUFAC1.2K shares-43.17%2026-03-312026-04-10

EPD ENTERPRISE PRODS PARTNERS L10.0K shares0.00%2026-03-312026-04-10

AVGO BROADCOM INC1.1K shares-44.40%2026-03-312026-04-10

Sponsored

PSA PUBLIC STORAGE OPER CO1.1K shares0.00%2026-03-312026-04-10

CVX CHEVRON CORPORATION1.4K shares-6.67%2026-03-312026-04-10

GOOGL ALPHABET INC923 shares-21.31%2026-03-312026-04-10

LEN LENNAR CORP2.9K shares0.00%2026-03-312026-04-10

SPY STATE STR SPDR S&P 500 ETF T350 shares-1.13%2026-03-312026-04-10

GLD SPDR GOLD TR517 shares-0.58%2026-03-312026-04-10

JNJ JOHNSON & JOHNSON859 sharesnew addition2026-03-312026-04-10

VGT VANGUARD WORLD FD289 shares-1.37%2026-03-312026-04-10

Sponsored

RCT REDCLOUD HLDGS PLC145.4K shares17.88%2026-03-312026-04-10

CRDL CARDIOL THERAPEUTICS INC23.1K shares-30.21%2026-03-312026-04-10

MNTK MONTAUK RENEWABLES INC23.0K sharesnew addition2026-03-312026-04-10

NAKA NAKAMOTO INC31.9K shares0.00%2026-03-312026-04-10

CGDG

CAPITAL GROUP DIVIDEND GROWE

4.45%

Shares297.2K

Event2026-03-31

Filed2026-04-10

CGBL

CAPITAL GROUP CORE BALANCED

15.37%

Shares292.9K

Event2026-03-31

Filed2026-04-10

CGDV

CAPITAL GROUP DIVIDEND VALUE

5.13%

Shares224.6K

Event2026-03-31

Filed2026-04-10

CGGR

CAPITAL GROUP GROWTH ETF

9.06%

Shares208.4K

Event2026-03-31

Filed2026-04-10

CGGO

CAPITAL GROUP GBL GROWTH EQT

8.89%

Shares173.3K

Event2026-03-31

Filed2026-04-10

CGCB

CAPITAL GRP FIXED INCM ETF T

2.87%

Shares193.6K

Event2026-03-31

Filed2026-04-10

CGCP

CAPITAL GRP FIXED INCM ETF T

5.77%

Shares207.3K

Event2026-03-31

Filed2026-04-10

SDVY

FIRST TR EXCHANGE TRADED FD

1.09%

Shares97.0K

Event2026-03-31

Filed2026-04-10

CGUS

CAPITAL GROUP CORE EQUITY ET

6.33%

Shares99.4K

Event2026-03-31

Filed2026-04-10

CGMS

CAPITAL GRP FIXED INCM ETF T

-1.52%

Shares131.0K

Event2026-03-31

Filed2026-04-10

JBND

J P MORGAN EXCHANGE TRADED F

-24.53%

Shares53.3K

Event2026-03-31

Filed2026-04-10

SCHD

SCHWAB STRATEGIC TR

7.53%

Shares81.3K

Event2026-03-31

Filed2026-04-10

CGMM

CAPITAL GROUP EQUITY ETF TR

21.26%

Shares76.2K

Event2026-03-31

Filed2026-04-10

CGGE

CAPITAL GROUP GLOBAL EQUITY

13.57%

Shares72.7K

Event2026-03-31

Filed2026-04-10

TBG

EA SERIES TRUST

-8.78%

Shares62.8K

Event2026-03-31

Filed2026-04-10

JIRE

J P MORGAN EXCHANGE TRADED F

32.71%

Shares27.5K

Event2026-03-31

Filed2026-04-10

CGNG

CAPITAL GROUP NEW GEOGRAPHY

15.64%

Shares61.8K

Event2026-03-31

Filed2026-04-10

RDVY

FIRST TR EXCHANGE TRADED FD

25.69%

Shares22.7K

Event2026-03-31

Filed2026-04-10

WCMI

FIRST TR EXCHANGE-TRADED FD

33.92%

Shares91.2K

Event2026-03-31

Filed2026-04-10

SMTH

ALPS ETF TR

-31.09%

Shares39.7K

Event2026-03-31

Filed2026-04-10

CGSD

CAPITAL GRP FIXED INCM ETF T

29.02%

Shares36.8K

Event2026-03-31

Filed2026-04-10

FWD

AB ACTIVE ETFS INC

24.36%

Shares6.2K

Event2026-03-31

Filed2026-04-10

MSFT

MICROSOFT CORP

-8.66%

Shares1.8K

Event2026-03-31

Filed2026-04-10

AMZN

AMAZON COM INC

21.15%

Shares3.1K

Event2026-03-31

Filed2026-04-10

QTUM

ETF SER SOLUTIONS

7.58%

Shares5.6K

Event2026-03-31

Filed2026-04-10

TSLA

TESLA INC

-24.18%

Shares1.6K

Event2026-03-31

Filed2026-04-10

NVDA

NVIDIA CORPORATION

-23.08%

Shares3.3K

Event2026-03-31

Filed2026-04-10

AAPL

APPLE INC

-27.49%

Shares1.8K

Event2026-03-31

Filed2026-04-10

VTI

VANGUARD INDEX FDS

-2.19%

Shares1.3K

Event2026-03-31

Filed2026-04-10

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-43.17%

Shares1.2K

Event2026-03-31

Filed2026-04-10

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-10

AVGO

BROADCOM INC

-44.40%

Shares1.1K

Event2026-03-31

Filed2026-04-10

PSA

PUBLIC STORAGE OPER CO

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-10

CVX

CHEVRON CORPORATION

-6.67%

Shares1.4K

Event2026-03-31

Filed2026-04-10

GOOGL

ALPHABET INC

-21.31%

Shares923

Event2026-03-31

Filed2026-04-10

LEN

LENNAR CORP

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-10

SPY

STATE STR SPDR S&P 500 ETF T

-1.13%

Shares350

Event2026-03-31

Filed2026-04-10

GLD

SPDR GOLD TR

-0.58%

Shares517

Event2026-03-31

Filed2026-04-10

JNJ

JOHNSON & JOHNSON

New

Shares859

Event2026-03-31

Filed2026-04-10

VGT

VANGUARD WORLD FD

-1.37%

Shares289

Event2026-03-31

Filed2026-04-10

RCT

REDCLOUD HLDGS PLC

17.88%

Shares145.4K

Event2026-03-31

Filed2026-04-10

CRDL

CARDIOL THERAPEUTICS INC

-30.21%

Shares23.1K

Event2026-03-31

Filed2026-04-10

MNTK

MONTAUK RENEWABLES INC

New

Shares23.0K

Event2026-03-31

Filed2026-04-10

NAKA

NAKAMOTO INC

0.00%

Shares31.9K

Event2026-03-31

Filed2026-04-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available