Fermata Advisors, LLC Q1 2025 Filing

Filed April 10, 2025

Portfolio Value

$552.7B

Holdings

285

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (285 positions)

#StockSharesValue% PortfolioType
101
CMACOMERICA INC
17,635$1.0B0.19%
102
SPHYSPDR SER TR
44,233$1.0B0.19%
103
LLYELI LILLY & CO
1,251$1.0B0.19%
104
GOOGLALPHABET INC
6,435$995.1M0.18%
105
MAMASTERCARD INCORPORATED
1,739$953.4M0.17%
106
GQREFLEXSHARES TR
16,360$948.0M0.17%
107
WFCWELLS FARGO CO NEW
12,751$915.4M0.17%
108
XLESELECT SECTOR SPDR TR
9,651$901.9M0.16%
109
IDOGALPS ETF TR
27,605$873.8M0.16%
110
BUFRFIRST TR EXCHNG TRADED FD VI
29,417$873.4M0.16%
111
VBRVANGUARD INDEX FDS
4,628$862.2M0.16%
112
SEMICOLUMBIA ETF TR I
37,224$821.5M0.15%
113
UDECINNOVATOR ETFS TRUST
23,921$820.5M0.15%
114
NFLTETFIS SER TR I
35,528$801.9M0.15%
115
JNJJOHNSON & JOHNSON
4,730$784.4M0.14%
116
CATCATERPILLAR INC
2,375$783.2M0.14%
117
VEUVANGUARD INTL EQUITY INDEX F
12,863$780.3M0.14%
118
ORCLORACLE CORP
5,558$777.0M0.14%
119
UNHUNITEDHEALTH GROUP INC
1,483$776.6M0.14%
120
GDEWISDOMTREE TR
18,355$753.5M0.14%
121
NFLXNETFLIX INC
806$751.6M0.14%
122
ROAMLATTICE STRATEGIES TR
31,740$747.2M0.14%
123
JPMJPMORGAN CHASE & CO.
3,022$741.3M0.13%
124
USMVISHARES TR
7,804$730.9M0.13%
125
VTVANGUARD INTL EQUITY INDEX F
6,237$723.1M0.13%
126
HDHOME DEPOT INC
1,878$688.2M0.12%
127
IWRISHARES TR
7,932$674.8M0.12%
128
GNRSPDR INDEX SHS FDS
12,419$661.3M0.12%
129
CTASIMPLIFY EXCHANGE TRADED FUN
22,022$651.8M0.12%
130
AQLTISHARES TR
8,589$649.8M0.12%
131
XMESPDR SER TR
11,518$644.9M0.12%
132
TSLATESLA INC
2,465$638.8M0.12%
133
RSSTTIDAL TR II
28,564$631.0M0.11%
134
FMFFIRST TR EXCHANGE-TRADED FD
13,679$630.9M0.11%
135
MLPAGLOBAL X FDS
11,812$628.8M0.11%
136
QCOMQUALCOMM INC
4,002$614.8M0.11%
137
VXUSVANGUARD STAR FDS
9,793$608.1M0.11%
138
RSSBTIDAL TR II
25,382$594.7M0.11%
139
IXUSISHARES TR
8,511$594.1M0.11%
140
CRMSALESFORCE INC
2,199$590.3M0.11%
141
BACBANK AMERICA CORP
14,083$587.7M0.11%
142
DDTOINNOVATOR ETFS TRUST
18,685$586.3M0.11%
143
XSOEWISDOMTREE TR
18,992$586.3M0.11%
144
JAJLINNOVATOR ETFS TRUST
21,255$577.5M0.10%
145
RFFCALPS ETF TR
10,356$576.7M0.10%
146
JPIEJ P MORGAN EXCHANGE TRADED F
12,276$565.6M0.10%
147
ETNEATON CORP PLC
2,058$559.4M0.10%
148
IWBISHARES TR
1,811$555.5M0.10%
149
INEQCOLUMBIA ETF TR I
16,901$547.8M0.10%
150
SGOVISHARES TR
5,362$539.8M0.10%
151
ACIOETF SER SOLUTIONS
13,853$536.0M0.10%
152
NEENEXTERA ENERGY INC
7,506$532.1M0.10%
153
MRKMERCK & CO INC
5,886$528.4M0.10%
154
IMCGISHARES TR
7,268$519.2M0.09%
155
IJRISHARES TR
4,958$518.5M0.09%
156
SNPEDBX ETF TR
10,275$518.1M0.09%
157
HFNDTIDAL ETF TR
24,121$515.7M0.09%
158
PULSPGIM ETF TR
10,302$512.3M0.09%
159
NOWSERVICENOW INC
637$507.1M0.09%
160
IJHISHARES TR
8,677$506.3M0.09%
161
VCITVANGUARD SCOTTSDALE FDS
6,110$499.6M0.09%
162
BNDVANGUARD BD INDEX FDS
6,800$499.5M0.09%
163
AORISHARES TR
8,539$491.6M0.09%
164
AGZDWISDOMTREE TR
21,237$474.6M0.09%
165
GBILGOLDMAN SACHS ETF TR
4,681$468.9M0.08%
166
AGNCAGNC INVT CORP
48,221$462.0M0.08%
167
KOCOCA COLA CO
6,404$458.7M0.08%
168
BLKBLACKROCK INC
483$457.5M0.08%
169
SCHASCHWAB STRATEGIC TR
19,526$457.5M0.08%
170
QUALISHARES TR
2,634$450.2M0.08%
171
JEPQJ P MORGAN EXCHANGE TRADED F
8,377$433.8M0.08%
172
VIGVANGUARD SPECIALIZED FUNDS
2,228$432.2M0.08%
173
ENPHENPHASE ENERGY INC
6,930$430.0M0.08%
174
VGTVANGUARD WORLD FD
789$428.0M0.08%
175
SCHZSCHWAB STRATEGIC TR
18,422$426.7M0.08%
176
BOXXEA SERIES TRUST
3,763$419.5M0.08%
177
HTABHARTFORD FDS EXCHANGE TRADED
21,881$419.5M0.08%
178
USGUSCF ETF TR
12,206$419.3M0.08%
179
AMATAPPLIED MATLS INC
2,878$417.6M0.08%
180
LMTLOCKHEED MARTIN CORP
929$414.9M0.08%
181
QQQMINVESCO EXCH TRADED FD TR II
2,144$413.9M0.07%
182
NVONOVO-NORDISK A S
5,898$409.6M0.07%
183
4I1PHILIP MORRIS INTL INC
2,569$407.8M0.07%
184
SYKSTRYKER CORPORATION
1,092$406.5M0.07%
185
EFGISHARES TR
4,000$400.0M0.07%
186
VABSVIRTUS ETF TR II
16,365$399.2M0.07%
187
EFVISHARES TR
6,755$398.1M0.07%
188
ELSEQUITY LIFESTYLE PPTYS INC
5,933$395.7M0.07%
189
SHELSHELL PLC
5,342$391.5M0.07%
190
INMBINMUNE BIO INC
49,997$390.5M0.07%
191
ONEVSPDR SER TR
3,073$389.6M0.07%
192
HTRBHARTFORD FDS EXCHANGE TRADED
11,417$386.6M0.07%
193
APOCINNOVATOR ETFS TRUST
14,975$375.6M0.07%
194
TLHISHARES TR
3,586$372.1M0.07%
195
VONGVANGUARD SCOTTSDALE FDS
3,986$369.9M0.07%
196
FVDFIRST TR VALUE LINE DIVID IN
8,194$365.4M0.07%
197
ENFRALPS ETF TR
11,081$363.1M0.07%
198
DHRDANAHER CORPORATION
1,752$359.1M0.06%
199
IUSINVESCO EXCH TRD SLF IDX FD
7,258$358.3M0.06%
200
QQMGINVESCO EXCH TRADED FD TR II
11,249$357.5M0.06%
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