TVRAX Holdings — Guggenheim Directional Allocation Fund

All 141 reported holdings of Guggenheim Directional Allocation Fund (TVRAX) by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assetsValue (USD)
Microsoft Corp7.07%$14.47M
Apple Inc5.42%$11.08M
NVIDIA Corp5.00%$10.24M
Alphabet Inc4.44%$9.09M
Meta Platforms Inc3.18%$6.51M
Amazon.com Inc2.30%$4.71M
Tesla Inc2.11%$4.31M
JPMorgan Chase & Co2.00%$4.09M
Visa Inc1.75%$3.57M
Mastercard Inc1.74%$3.55M
Broadcom Inc1.67%$3.42M
Walmart Inc1.62%$3.32M
Oracle Corp1.53%$3.13M
General Electric Co1.41%$2.89M
Merck & Co Inc1.36%$2.78M
ServiceNow Inc1.33%$2.72M
Abbott Laboratories1.32%$2.70M
Salesforce Inc1.30%$2.66M
Constellation Energy Corp1.28%$2.61M
TJX Cos Inc/The1.20%$2.45M
T-Mobile US Inc1.18%$2.41M
Palo Alto Networks Inc1.16%$2.37M
American Tower Corp1.14%$2.34M
Intercontinental Exchange Inc1.13%$2.32M
Becton Dickinson & Co1.12%$2.30M
Motorola Solutions Inc1.12%$2.29M
Eli Lilly & Co1.12%$2.28M
Parker-Hannifin Corp1.11%$2.27M
Cigna Group/The1.10%$2.25M
Advanced Micro Devices Inc1.10%$2.25M
EOG Resources Inc1.10%$2.24M
United Airlines Holdings Inc1.10%$2.24M
Ameriprise Financial Inc1.09%$2.22M
Travelers Cos Inc/The1.05%$2.14M
Constellation Brands Inc1.02%$2.08M
Cencora Inc0.96%$1.96M
Encompass Health Corp0.94%$1.93M
Hilton Worldwide Holdings Inc0.94%$1.93M
Global Payments Inc0.94%$1.92M
Dexcom Inc0.94%$1.91M
Costco Wholesale Corp0.91%$1.87M
Occidental Petroleum Corp0.86%$1.76M
Target Corp0.86%$1.75M
Yum! Brands Inc0.82%$1.69M
NetApp Inc0.82%$1.68M
Delta Air Lines Inc0.78%$1.61M
Dover Corp0.77%$1.57M
AbbVie Inc0.76%$1.56M
FedEx Corp0.75%$1.53M
Walt Disney Co/The0.73%$1.50M
NextEra Energy Inc0.71%$1.45M
Targa Resources Corp0.70%$1.43M
SPDR S&P 500 ETF Trust0.69%$1.41M
Vanguard S&P 500 ETF0.69%$1.41M
Hartford Financial Services Gr0.62%$1.28M
Everest Group Ltd0.57%$1.17M
Mondelez International Inc0.55%$1.12M
PepsiCo Inc0.55%$1.12M
Alexandria Real Estate Equitie0.55%$1.12M
Etsy Inc0.54%$1.11M
Trane Technologies PLC0.53%$1.08M
Vertex Pharmaceuticals Inc0.50%$1.03M
Synopsys Inc0.49%$1.01M
Sherwin-Williams Co/The0.48%$972.88K
Ecolab Inc0.47%$966.42K
Exxon Mobil Corp0.46%$931.55K
Hess Corp0.44%$901.17K
American International Group I0.44%$892.01K
Coca-Cola Co/The0.43%$876.48K
UnitedHealth Group Inc0.42%$850.12K
Sun Communities Inc0.40%$824.41K
Amgen Inc0.40%$816.16K
Realty Income Corp0.40%$815.96K
DuPont de Nemours Inc0.39%$796.47K
Arch Capital Group Ltd0.38%$770.74K
Unum Group0.37%$751.92K
General Motors Co0.36%$728.74K
Incyte Corp0.33%$679.51K
American Electric Power Co Inc0.32%$648.43K
Jacobs Solutions Inc0.30%$617.72K
Southern Co/The0.30%$605.11K
AvalonBay Communities Inc0.28%$582.72K
Boston Scientific Corp0.28%$566.57K
Antero Resources Corp0.28%$564.40K
Middleby Corp/The0.24%$500.03K
Domino's Pizza Inc0.24%$492.51K
Datadog Inc0.24%$489.24K
ONEOK Inc0.24%$485.36K
Bath & Body Works Inc0.23%$467.37K
WEX Inc0.21%$432.04K
WESCO International Inc0.20%$406.18K
NRG Energy Inc0.19%$385.35K
Intuit Inc0.19%$383.78K
Schlumberger NV0.18%$362.36K
Akamai Technologies Inc0.17%$347.37K
Sensata Technologies Holding P0.16%$336.87K
Equinix Inc0.16%$332.86K
State Street Corp0.15%$302.66K
LPL Financial Holdings Inc0.14%$283.81K
Church & Dwight Co Inc0.13%$268.82K
Donaldson Co Inc0.12%$253.45K
CoStar Group Inc0.12%$244.95K
Netflix Inc0.12%$243.99K
WillScot Holdings Corp0.12%$243.61K
Ross Stores Inc0.10%$212.82K
BJ's Wholesale Club Holdings I0.10%$212.22K
Lennar Corp0.10%$207.73K
AppLovin Corp0.10%$203.92K
Tyler Technologies Inc0.10%$201.38K
Woodward Inc0.10%$196.04K
Xylem Inc/NY0.09%$178.51K
PTC Inc0.09%$177.23K
HEICO Corp0.08%$162.90K
DR Horton Inc0.08%$155.10K
Amentum Holdings Inc0.07%$152.19K
Watsco Inc0.07%$148.55K
Booz Allen Hamilton Holding Co0.07%$147.79K
Cadence Design Systems Inc0.07%$145.81K
Marriott International Inc/MD0.07%$141.45K
EastGroup Properties Inc0.07%$140.30K
Dynatrace Inc0.07%$136.56K
Equity LifeStyle Properties In0.06%$120.42K
Leidos Holdings Inc0.06%$118.34K
Lincoln Electric Holdings Inc0.06%$117.13K
IQVIA Holdings Inc0.05%$105.93K
Eastman Chemical Co0.05%$101.20K
Baker Hughes Co0.05%$95.83K
Interactive Brokers Group Inc0.04%$90.86K
Tradeweb Markets Inc0.04%$83.35K
Rexford Industrial Realty Inc0.04%$81.00K
Arista Networks Inc0.04%$77.15K
Paylocity Holding Corp0.03%$71.43K
Garmin Ltd0.03%$62.14K
Fair Isaac Corp0.03%$60.25K
EMCOR Group Inc0.03%$59.84K
PulteGroup Inc0.03%$52.53K
Autoliv Inc0.02%$47.06K
Royal Gold Inc0.02%$45.18K
Booking Holdings Inc0.02%$33.70K
Deckers Outdoor Corp0.01%$29.66K
Atmus Filtration Technologies0.00%$13

TVRAX overview: performance, fees, allocation and SEC filings