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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Ascension Capital Advisors, Inc.

Quarter ended Q1 2025 · Filed May 6, 2025 · Accession 0001085146-25-002618

Total Value
$218.9M
Positions
36
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (36)

#IssuerTicker / CUSIPSharesValue% of Filing
1FEDERATED HERMES ETF TRUSTFHI1,120,236$31.5M14.41%
2FIRST TR EXCHANGE TRADED FD33738R506533,898$31.3M14.28%
3SCHWAB STRATEGIC TR8085242011,155,407$25.5M11.65%
4ARK ETF TR00214Q104375,005$17.8M8.15%
5J P MORGAN EXCHANGE TRADED F46641Q837329,602$16.7M7.62%
6SCHWAB STRATEGIC TR808524607615,272$14.4M6.58%
7SPDR S&P 500 ETF TRSPY16,986$9.5M4.34%
8ISHARES TR46428730989,588$8.3M3.80%
9ISHARES TR46428770568,103$8.2M3.72%
10ISHARES TR46428856294,199$8.1M3.72%
11INVESCO QQQ TRIVZ16,870$7.9M3.61%
12SCHWAB STRATEGIC TR808524805397,345$7.9M3.59%
13ISHARES TR46428787978,215$7.6M3.48%
14EXXON MOBIL CORPXOM42,287$5.0M2.30%
15GRAYSCALE BITCOIN TRUST ETFGBTC71,497$4.7M2.13%
16GOLDMAN SACHS ETF TRNVGLF21,881$2.4M1.10%
17MICROSOFT CORPMSFT5,282$2.0M0.91%
18APPLE INCAAPL7,446$1.7M0.76%
19ISHARES TR46428887716,815$991,0760.45%
20HARBOR ETF TRUST41151J88535,369$938,5160.43%
21VANECK ETF TRUST92189F64310,098$888,6240.41%
22J P MORGAN EXCHANGE TRADED F46641Q33210,318$589,5710.27%
23COLLABORATIVE INVESTMNT SER19423L54021,352$589,3150.27%
24ISHARES TR46428723412,685$554,3350.25%
25PIMCO ETF TR72201R8334,969$499,9810.23%
26SHELL PLCRYDAF5,824$426,7830.19%
27EOG RES INCEOG2,914$373,6910.17%
28JPMORGAN CHASE & CO.VYLD1,520$372,8560.17%
29MASTERCARD INCORPORATEDMA655$359,0190.16%
30FIRST TR EXCHANGE-TRADED FD33739Q4085,195$310,8690.14%
31ISHARES TR4642874081,476$281,2960.13%
32SCHWAB STRATEGIC TR80852484712,494$268,7460.12%
33SCHWAB STRATEGIC TR80852430010,526$263,5710.12%
34SCHWAB STRATEGIC TR8085245089,810$257,0220.12%
35AMGEN INCAMGN800$249,2400.11%
36UNITEDHEALTH GROUP INCUNH400$209,5000.10%