Wall Street Financial Group, Inc.

CARLINVILLE, IL · CIK 2019337 · 13F filing filed 2026-07-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyCarlinville, IL

$187.1m reported value +10.8% vs Q1 2026

120positions

44.5%in top 10

4 new 80 added 36 reduced 551 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD WORLD FD INF TECH ETF VGT	VGT	151,829	$18.1m9.70%	9.70%	Added +20.4k	+20,373 15.5%
2	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	39,674	$12.0m6.43%	6.43%	Reduced -693	-693 -1.7%
3	NVIDIA CORPORATION COM NVDA	NVDA	48,008	$9.6m5.14%	5.14%	Added +5.7k	+5,674 13.4%
4	ISHARES TR ISHARES SEMICDTR SOXX	SOXX	14,168	$9.1m4.85%	4.85%	Reduced -2.6k	-2,585 -15.4%
5	APPLE INC COM AAPL	AAPL	23,664	$6.8m3.66%	3.66%	Added +3.1k	+3,097 15.1%
6	ISHARES TR CORE S&P500 ETF IVV	IVV	8,930	$6.7m3.57%	3.57%	Reduced -254	-254 -2.8%
7	MORGAN STANLEY ETF TRUST EATON VANCE TOTA EVTR	EVTR	126,733	$6.4m3.44%	3.44%	Reduced -12.3k	-12,251 -8.8%
8	VANGUARD WORLD FD FINANCIALS ETF VFH	VFH	44,949	$5.9m3.16%	3.16%	Added +1.3k	+1,330 3.0%
9	SELECT SECTOR SPDR TR COMMUNICATION XLC	XLC	39,973	$4.3m2.29%	2.29%	Added +5.3k	+5,288 15.2%
10	MICROSOFT CORP COM MSFT	MSFT	11,220	$4.2m2.24%	2.24%	Added +1.5k	+1,511 15.6%
11	SELECT SECTOR SPDR TR INDL XLI	XLI	22,191	$4.1m2.20%	2.20%	Added +5.3k	+5,257 31.0%
12	VANGUARD WORLD FD CONSUM DIS ETF VCR	VCR	10,201	$4.0m2.16%	2.16%	Added +390	+390 4.0%
13	AMAZON COM INC COM AMZN	AMZN	15,658	$3.7m1.99%	1.99%	Added +2.1k	+2,108 15.6%
14	ISHARES TR 7-10 YR TRSY BD IEF	IEF	38,236	$3.6m1.93%	1.93%	New
15	MICRON TECHNOLOGY INC COM MU	MU	3,009	$3.5m1.88%	1.88%	Added +25	+25 0.8%
16	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	18,214	$3.5m1.86%	1.86%	Added +2.8k	+2,766 17.9%
17	ALPHABET INC CAP STK CL A GOOGL	GOOGL	9,193	$3.3m1.76%	1.76%	Added +1.5k	+1,464 18.9%
18	BROADCOM INC COM AVGO	AVGO	8,681	$3.3m1.75%	1.75%	Added +1.2k	+1,201 16.1%
19	ADVANCED MICRO DEVICES INC COM AMD	AMD	4,928	$2.9m1.55%	1.55%	Reduced -175	-175 -3.4%
20	INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM XMMO	XMMO	16,299	$2.8m1.48%	1.48%	Added +9.6k	+9,621 144.1%
21	ALPHABET INC CAP STK CL C GOOG	GOOG	7,591	$2.7m1.43%	1.43%	Added +965	+965 14.6%
22	ELI LILLY & CO COM LLY	LLY	2,213	$2.7m1.42%	1.42%	Added +37	+37 1.7%
23	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	7,371	$2.2m1.18%	1.18%	Reduced -259	-259 -3.4%
24	TESLA INC COM TSLA	TSLA	5,111	$2.1m1.15%	1.15%	Added +579	+579 12.8%
25	ISHARES TR CORE US AGGBD ET AGG	AGG	21,472	$2.1m1.14%	1.14%	Reduced -29.9k	-29,946 -58.2%
26	META PLATFORMS INC CL A META	META	3,611	$2.0m1.09%	1.09%	Added +481	+481 15.4%
27	INTEL CORP COM INTC	INTC	13,279	$1.9m0.99%	0.99%	Added +319	+319 2.5%
28	ISHARES TR US CONSM STAPLES IYK	IYK	23,124	$1.7m0.90%	0.90%	Added +1.1k	+1,050 4.8%
29	APPLIED MATLS INC COM AMAT	AMAT	2,260	$1.6m0.87%	0.87%	Reduced -23	-23 -1.0%
30	HBT FINL INC. COM HBT	HBT	50,630	$1.6m0.87%	0.87%	Added +16.9k	+16,895 50.1%
31	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	13,521	$1.6m0.84%	0.84%	Added +499	+499 3.8%
32	LAM RESEARCH CORP COM NEW LRCX	LRCX	3,416	$1.5m0.79%	0.79%	Reduced -91	-91 -2.6%
33	FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT LMBS	LMBS	29,324	$1.5m0.78%	0.78%	New
34	VICTORY PORTFOLIOS II SHORT TRM BD ETF USTB	USTB	28,823	$1.5m0.78%	0.78%	New
35	VANGUARD WORLD FD UTILITIES ETF VPU	VPU	7,363	$1.4m0.77%	0.77%	Added +143	+143 2.0%
36	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	8,993	$1.4m0.76%	0.76%	Added +2.6k	+2,630 41.3%
37	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	15,094	$1.3m0.71%	0.71%	Added +4.6k	+4,642 44.4%
38	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	2,629	$1.3m0.70%	0.70%	Added +788	+788 42.8%
39	CATERPILLAR INC COM CAT	CAT	1,153	$1.2m0.66%	0.66%	Added +100	+100 9.5%
40	WALMART INC COM WMT	WMT	10,469	$1.2m0.63%	0.63%	Added +902	+902 9.4%
41	JPMORGAN CHASE & CO COM JPM	JPM	3,358	$1.1m0.59%	0.59%	Added +316	+316 10.4%
42	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	21,295	$1.1m0.58%	0.58%	Reduced -893	-893 -4.0%
43	KLA CORP COM NEW KLAC	KLAC	3,432	$1.0m0.55%	0.55%	Added +2	+2 0.1%
44	COMFORT SYS USA INC COM FIX	FIX	540	$989.0k0.53%	0.53%	Reduced -14	-14 -2.5%
45	COSTCO WHSL CORP NEW COM COST	COST	984	$920.5k0.49%	0.49%	Added +106	+106 12.1%
46	SELECT SECTOR SPDR TR ENERGY XLE	XLE	17,045	$905.3k0.48%	0.48%	Reduced -1.3k	-1,315 -7.2%
47	CISCO SYS INC COM CSCO	CSCO	7,586	$891.1k0.48%	0.48%	Reduced -461	-461 -5.7%
48	EXXON MOBIL CORP COM XOM	XOM	6,401	$875.1k0.47%	0.47%	Added +1.3k	+1,342 26.5%
49	VISA INC COM CL A V	V	2,413	$827.9k0.44%	0.44%	Added +515	+515 27.1%
50	JOHNSON & JOHNSON COM JNJ	JNJ	3,012	$765.0k0.41%	0.41%	Added +627	+627 26.3%
51	TEXAS INSTRS INC COM TXN	TXN	2,491	$742.5k0.40%	0.40%	Reduced -602	-602 -19.5%
52	MARVELL TECHNOLOGY INC COM MRVL	MRVL	2,230	$664.3k0.36%	0.36%	Added +205	+205 10.1%
53	ABBVIE INC COM ABBV	ABBV	2,504	$630.1k0.34%	0.34%	Reduced -103	-103 -4.0%
54	NETFLIX INC COM NFLX	NFLX	8,656	$618.0k0.33%	0.33%	Added +1.3k	+1,315 17.9%
55	GE AEROSPACE COM NEW GE	GE	1,621	$585.6k0.31%	0.31%	Reduced -526	-526 -24.5%
56	CELESTICA INC COM CLS	CLS	1,605	$585.5k0.31%	0.31%	Added +70	+70 4.6%
57	MORGAN STANLEY COM NEW MS	MS	2,717	$568.0k0.30%	0.30%	Added +323	+323 13.5%
58	COCA COLA CO COM KO	KO	6,961	$565.8k0.30%	0.30%	Reduced -59	-59 -0.8%
59	QUALCOMM INC COM QCOM	QCOM	3,050	$563.6k0.30%	0.30%	Added +57	+57 1.9%
60	SELECT SECTOR SPDR TR SBI MATERIALS XLB	XLB	10,936	$555.9k0.30%	0.30%	Added +988	+988 9.9%
61	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	701	$545.0k0.29%	0.29%	Added +5	+5 0.7%
62	ANALOG DEVICES INC COM ADI	ADI	1,346	$534.7k0.29%	0.29%	Reduced -146	-146 -9.8%
63	MASTERCARD INCORPORATED CL A MA	MA	1,031	$529.6k0.28%	0.28%	Added +175	+175 20.4%
64	CHEVRON CORP NEW COM CVX	CVX	2,947	$488.5k0.26%	0.26%	Reduced -221	-221 -7.0%
65	BANK AMERICA CORP COM BAC	BAC	8,480	$483.2k0.26%	0.26%	Added +611	+611 7.8%
66	MERCK & CO INC COM MRK	MRK	3,580	$460.0k0.25%	0.25%	Reduced -156	-156 -4.2%
67	LINDE PLC SHS LIN	LIN	879	$456.1k0.24%	0.24%	Added +103	+103 13.3%
68	PALO ALTO NETWORKS INC COM PANW	PANW	1,275	$445.2k0.24%	0.24%	Added +225	+225 21.4%
69	HOME DEPOT INC COM HD	HD	1,256	$443.0k0.24%	0.24%	Reduced -56	-56 -4.3%
70	UNITEDHEALTH GROUP INC COM UNH	UNH	1,034	$429.8k0.23%	0.23%	Added +66	+66 6.8%
71	SANDISK CORP COM SNDK	SNDK	188	$428.4k0.23%	0.23%	Added +68	+68 56.7%
72	GE VERNOVA INC COM GEV	GEV	362	$425.6k0.23%	0.23%	Added +17	+17 4.9%
73	PROCTER AND GAMBLE CO COM PG	PG	2,790	$409.1k0.22%	0.22%	Added +198	+198 7.6%
74	PEPSICO INC COM PEP	PEP	2,958	$400.5k0.21%	0.21%	Reduced -231	-231 -7.2%
75	LOWES COS INC COM LOW	LOW	1,799	$396.7k0.21%	0.21%	Added +168	+168 10.3%
76	GOLDMAN SACHS GROUP INC COM GS	GS	385	$389.4k0.21%	0.21%	Added +62	+62 19.2%
77	VANECK ETF TRUST PREFERRED SECURT PFXF	PFXF	21,580	$385.0k0.21%	0.21%	Added +2.7k	+2,745 14.6%
78	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	184	$365.5k0.20%	0.20%	Reduced -16	-16 -8.0%
79	AMGEN INC COM AMGN	AMGN	993	$359.6k0.19%	0.19%	Reduced -224	-224 -18.4%
80	RTX CORPORATION COM RTX	RTX	1,889	$358.4k0.19%	0.19%	Reduced -614	-614 -24.5%
81	STERLING INFRASTRUCTURE INC COM STRL	STRL	426	$357.6k0.19%	0.19%	New
82	WELLS FARGO CO NEW COM WFC	WFC	4,088	$337.8k0.18%	0.18%	Added +907	+907 28.5%
83	WESTERN DIGITAL CORP COM WDC	WDC	566	$336.4k0.18%	0.18%	Added +75	+75 15.3%
84	TERADYNE INC COM TER	TER	667	$322.9k0.17%	0.17%	Reduced -125	-125 -15.8%
85	GILEAD SCIENCES INC COM GILD	GILD	2,552	$322.4k0.17%	0.17%	Added +379	+379 17.4%
86	PHILIP MORRIS INTL INC COM PM	PM	1,773	$320.8k0.17%	0.17%	Added +161	+161 10.0%
87	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	1,104	$310.5k0.17%	0.17%	Added +232	+232 26.6%
88	AMPHENOL CORP CL A APH	APH	1,626	$296.7k0.16%	0.16%	Added +343	+343 26.7%
89	TIDAL TRUST I SP DWJNS SUKUK SPSK	SPSK	16,262	$292.9k0.16%	0.16%	Added +3.4k	+3,400 26.4%
90	ORACLE CORP COM ORCL	ORCL	1,947	$285.3k0.15%	0.15%	Added +452	+452 30.2%
91	CAPITAL ONE FINL CORP COM COF	COF	1,402	$281.3k0.15%	0.15%	Added +138	+138 10.9%
92	CINCINNATI FINL CORP COM CINF	CINF	1,508	$279.2k0.15%	0.15%	Added +1.1k	+1,076 249.1%
93	CORNING INC COM GLW	GLW	1,089	$278.3k0.15%	0.15%	Added +110	+110 11.2%
94	CITIGROUP INC COM NEW C	C	1,978	$276.9k0.15%	0.15%	Added +210	+210 11.9%
95	NEXTERA ENERGY INC COM NEE	NEE	3,152	$276.7k0.15%	0.15%	Reduced -853	-853 -21.3%
96	MONOLITHIC PWR SYS INC COM MPWR	MPWR	200	$276.5k0.15%	0.15%	Reduced -39	-39 -16.3%
97	PROGRESSIVE CORP COM PGR	PGR	1,221	$266.7k0.14%	0.14%	Reduced -319	-319 -20.7%
98	VANGUARD WORLD FD CONSUM STP ETF VDC	VDC	1,171	$264.0k0.14%	0.14%	Reduced -46	-46 -3.8%
99	NXP SEMICONDUCTORS N V COM NXPI	NXPI	931	$261.6k0.14%	0.14%	Reduced -208	-208 -18.3%
100	TJX COS INC NEW COM TJX	TJX	1,722	$260.9k0.14%	0.14%	Added +461	+461 36.6%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ABRDN ETFS BCI	BCI	160,941	$3.9m160.9k shares
SCHWAB STRATEGIC TR SCHD	SCHD	51,017	$1.6m51.0k shares
ISHARES TR ITA	ITA	2,138	$467.7k2.1k shares
CONOCOPHILLIPS COP	COP	2,481	$327.5k2.5k shares
LOCKHEED MARTIN CORP LMT	LMT	529	$319.7k529 shares
ALTRIA GROUP INC MO	MO	3,847	$253.9k3.8k shares
HONEYWELL INTL INC		560	$253.3k560 shares
BRISTOL-MYERS SQUIBB CO BMY	BMY	4,112	$249.4k4.1k shares
T-MOBILE US INC TMUS	TMUS	1,082	$227.3k1.1k shares
SOUTHERN CO SO	SO	2,281	$220.2k2.3k shares
CONSTELLATION ENERGY CORP CEG	CEG	780	$217.8k780 shares
ISHARES TR USXF	USXF	3,873	$213.8k3.9k shares
COMCAST CORP NEW CMCSA	CMCSA	7,187	$206.3k7.2k shares
DUKE ENERGY CORP NEW DUK	DUK	1,489	$195.0k1.5k shares
EATON CORP PLC ETN	ETN	500	$178.8k500 shares
SCHWAB CHARLES CORP SCHW	SCHW	1,902	$178.8k1.9k shares
ABBOTT LABS ABT	ABT	1,693	$173.8k1.7k shares
UBER TECHNOLOGIES INC UBER	UBER	2,348	$168.9k2.3k shares
MCKESSON CORP MCK	MCK	190	$164.4k190 shares
ISHARES BITCOIN TRUST ETF IBIT	IBIT	4,246	$163.1k4.2k shares
SALESFORCE INC CRM	CRM	863	$161.1k863 shares
INTUIT INTU	INTU	372	$160.8k372 shares
TRANE TECHNOLOGIES PLC TT	TT	382	$159.2k382 shares
SCHLUMBERGER LTD SLB	SLB	3,038	$156.1k3.0k shares
AMERICAN ELEC PWR CO INC AEP	AEP	1,181	$154.8k1.2k shares