Proficio Capital Partners
Latest statistics and disclosures from Proficio Capital Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IAU, VOO, GLD, SHY, MINT, and represent 41.72% of Proficio Capital Partners's stock portfolio.
- Added to shares of these 10 stocks: SHY (+$80M), PYLD (+$41M), IWR (+$40M), AIRR (+$14M), CQQQ (+$12M), ISHG (+$11M), FLOT (+$7.9M), MINT (+$6.9M), AAAU (+$6.5M), TUA.
- Started 19 new stock positions in BMNR, PRTA, IUSV, VONG, FVCB, ESPO, UTG, FLOT, ATEX, AIRR. GDXJ, IDV, EEM, TUA, VO, VONV, HODL, XOP, ITB.
- Reduced shares in these 10 stocks: SPY (-$8.5B), QQQ (-$1.2B), VGT (-$1.1B), HYG (-$937M), XLE (-$909M), XLU (-$761M), GLD (-$704M), XYLD (-$326M), IBIT (-$230M), MLPX (-$176M).
- Sold out of its positions in AFL, ADBE, AMD, APD, ALL, MO, UHAL.B, AMTM, AEP, AMT.
- Proficio Capital Partners was a net seller of stock by $-15B.
- Proficio Capital Partners has $1.5B in assets under management (AUM), dropping by -9.46%.
- Central Index Key (CIK): 0001654175
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Portfolio Holdings for Proficio Capital Partners
Proficio Capital Partners holds 222 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Gold Tr Ishares New (IAU) | 11.3 | $165M | +2% | 2.3M | 72.77 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 9.5 | $139M | 227k | 612.38 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 9.2 | $133M | -84% | 375k | 355.47 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 5.9 | $86M | +1164% | 1.0M | 82.96 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 5.7 | $84M | +8% | 831k | 100.69 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 4.0 | $58M | 154k | 378.94 |
|
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| Pimco Etf Tr Multisector Bd (PYLD) | 3.0 | $44M | +1332% | 1.6M | 26.84 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 2.8 | $41M | +5041% | 427k | 96.55 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.7 | $39M | -99% | 58k | 666.18 |
|
| Goldman Sachs Physical Gold Unit (AAAU) | 2.2 | $33M | +24% | 854k | 38.12 |
|
| NVIDIA Corporation (NVDA) | 2.0 | $29M | -43% | 154k | 186.58 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 1.7 | $25M | -90% | 382k | 65.00 |
|
| Ishares Tr 3yrtb Etf (ISHG) | 1.7 | $24M | +85% | 320k | 76.18 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 1.7 | $24M | -84% | 514k | 46.93 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.3 | $19M | 59k | 328.17 |
|
|
| Ishares Msci Gbl Gold Mn (RING) | 1.3 | $19M | +2% | 294k | 64.71 |
|
| Ishares Silver Tr Ishares (SLV) | 1.2 | $18M | +13% | 417k | 42.37 |
|
| Invesco Exch Traded Fd Tr Ii China Technlgy (CQQQ) | 1.2 | $18M | +220% | 298k | 59.01 |
|
| Microsoft Corporation (MSFT) | 1.2 | $17M | -46% | 34k | 517.95 |
|
| Global X Fds Artificial Etf (AIQ) | 1.1 | $16M | -25% | 331k | 49.39 |
|
| Apple (AAPL) | 1.0 | $15M | -54% | 58k | 254.63 |
|
| Ishares U S Etf Tr Short Duration B (NEAR) | 1.0 | $15M | +3% | 287k | 51.28 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.0 | $14M | -20% | 21k | 669.29 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 1.0 | $14M | +6% | 181k | 76.40 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.9 | $14M | -98% | 23k | 600.37 |
|
| First Tr Exchange Traded Rba Indl Etf (AIRR) | 0.9 | $14M | NEW | 140k | 96.68 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $14M | -26% | 55k | 243.55 |
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| Simplify Exchange Traded Fun Mbs Etf (MTBA) | 0.8 | $12M | -9% | 239k | 50.35 |
|
| Amazon (AMZN) | 0.8 | $12M | -40% | 53k | 219.57 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.7 | $9.9M | 166k | 59.92 |
|
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.6 | $8.4M | -98% | 97k | 87.21 |
|
| Wayfair Cl A (W) | 0.6 | $8.3M | -13% | 93k | 89.33 |
|
| Wal-Mart Stores (WMT) | 0.5 | $7.9M | -18% | 77k | 103.06 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.5 | $7.9M | NEW | 154k | 51.09 |
|
| Global X Fds Defense Tech Etf (SHLD) | 0.5 | $7.5M | +6% | 107k | 70.24 |
|
| Spdr Series Trust Bloomberg 3-12 M (BILS) | 0.5 | $7.2M | -56% | 72k | 99.52 |
|
| Eli Lilly & Co. (LLY) | 0.5 | $7.1M | -44% | 9.3k | 762.96 |
|
| Visa Com Cl A (V) | 0.5 | $6.7M | -28% | 20k | 341.38 |
|
| Ishares Tr Mbs Etf (MBB) | 0.5 | $6.7M | -16% | 70k | 95.15 |
|
| Oracle Corporation (ORCL) | 0.4 | $6.5M | -18% | 23k | 281.24 |
|
| Uber Technologies (UBER) | 0.4 | $6.5M | -9% | 66k | 97.97 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.4 | $6.4M | -29% | 38k | 170.85 |
|
| Listed Fds Tr Horizon Kinetics (INFL) | 0.4 | $5.8M | +96% | 131k | 44.70 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $5.8M | -37% | 12k | 502.74 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.4 | $5.5M | -99% | 7.4k | 746.63 |
|
| Goldman Sachs (GS) | 0.4 | $5.5M | -13% | 6.9k | 796.39 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $5.3M | 53k | 100.25 |
|
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| At&t (T) | 0.4 | $5.1M | -12% | 181k | 28.24 |
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.3 | $5.0M | +31% | 192k | 26.07 |
|
| Simplify Exchange Traded Fun Short Term Trea (TUA) | 0.3 | $4.9M | NEW | 225k | 21.87 |
|
| Global Partners Com Units (GLP) | 0.3 | $4.8M | -2% | 100k | 48.00 |
|
| Verizon Communications (VZ) | 0.3 | $4.8M | -9% | 108k | 43.95 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $4.6M | -55% | 19k | 243.10 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.3 | $4.4M | 120k | 36.81 |
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| Lam Research Corp Com New (LRCX) | 0.3 | $4.3M | -12% | 32k | 133.90 |
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| Ishares Tr Short Treas Bd (SHV) | 0.3 | $4.2M | -56% | 38k | 110.49 |
|
| Kkr & Co (KKR) | 0.3 | $4.1M | -5% | 32k | 129.95 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.3 | $4.0M | 44k | 89.77 |
|
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| Tesla Motors (TSLA) | 0.2 | $3.6M | -34% | 8.1k | 444.74 |
|
| Vanguard World Utilities Etf (VPU) | 0.2 | $3.6M | 19k | 189.41 |
|
|
| Barclays Bank Djubs Cmdt Etn36 (DJP) | 0.2 | $3.6M | 101k | 35.44 |
|
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| Ishares Tr Us Home Cons Etf (ITB) | 0.2 | $3.4M | NEW | 32k | 107.25 |
|
| Ishares Tr Intl Div Grwth (IGRO) | 0.2 | $3.3M | -64% | 41k | 79.67 |
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| Meta Platforms Cl A (META) | 0.2 | $3.0M | -68% | 4.1k | 734.46 |
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| Analog Devices (ADI) | 0.2 | $3.0M | -10% | 12k | 245.70 |
|
| Flutter Entmt SHS (FLUT) | 0.2 | $2.7M | 11k | 254.00 |
|
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| Home Depot (HD) | 0.2 | $2.5M | -48% | 6.2k | 405.19 |
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| Metropcs Communications (TMUS) | 0.2 | $2.5M | -62% | 10k | 239.38 |
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| Howard Hughes Holdings (HHH) | 0.2 | $2.2M | +23% | 27k | 82.17 |
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| Broadcom (AVGO) | 0.1 | $2.2M | -70% | 6.5k | 329.93 |
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| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.1 | $2.1M | +2% | 34k | 62.22 |
|
| Global X Fds S&p 500 Covered (XYLD) | 0.1 | $2.0M | -99% | 52k | 39.26 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $2.0M | +20% | 47k | 42.13 |
|
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.1 | $1.8M | -6% | 41k | 44.48 |
|
| Chevron Corporation (CVX) | 0.1 | $1.8M | -23% | 12k | 155.29 |
|
| Airbnb Com Cl A (ABNB) | 0.1 | $1.8M | +21% | 15k | 121.42 |
|
| Triple Flag Precious Metals (TFPM) | 0.1 | $1.7M | 58k | 29.26 |
|
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| Vaneck Bitcoin Etf Sh Ben Int (HODL) | 0.1 | $1.7M | NEW | 53k | 32.37 |
|
| Brookfield Wealth Sol Cl A Exchangeab (BNT) | 0.1 | $1.6M | 24k | 68.49 |
|
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| Exchange Listed Fds Tr Saba Int Rate (CEFS) | 0.1 | $1.6M | 71k | 22.77 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.6M | -33% | 7.4k | 215.80 |
|
| Simplify Exchange Traded Fun Managed Futures (CTA) | 0.1 | $1.5M | +24% | 55k | 27.97 |
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| Ea Series Trust Sparkline Intang (ITAN) | 0.1 | $1.5M | 43k | 34.72 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $1.5M | -82% | 4.7k | 315.42 |
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| Walt Disney Company (DIS) | 0.1 | $1.4M | -30% | 12k | 114.50 |
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| Urban Outfitters (URBN) | 0.1 | $1.4M | 20k | 71.43 |
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| Nike CL B (NKE) | 0.1 | $1.4M | -7% | 20k | 69.73 |
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| Spdr Series Trust Portfoli S&p1500 (SPTM) | 0.1 | $1.3M | 17k | 80.65 |
|
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| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.1 | $1.3M | 26k | 50.63 |
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| Sprott Asset Management Physical Gold Tr (PHYS) | 0.1 | $1.3M | 43k | 29.62 |
|
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| Ishares Tr Ultra Short Dur (ICSH) | 0.1 | $1.2M | +9% | 23k | 50.75 |
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| Toll Brothers (TOL) | 0.1 | $1.2M | +33% | 8.4k | 138.14 |
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| Costco Wholesale Corporation (COST) | 0.1 | $1.1M | -62% | 1.2k | 925.38 |
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| Amplify Etf Tr Amplify Junior S (SILJ) | 0.1 | $1.1M | 49k | 23.09 |
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| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.1 | $1.1M | 55k | 19.56 |
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| Vaneck Etf Trust Video Gmng Esprt (ESPO) | 0.1 | $1.0M | NEW | 8.6k | 121.23 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.0M | -21% | 4.1k | 254.28 |
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| Burford Cap Ord Shs (BUR) | 0.1 | $988k | 83k | 11.96 |
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| Martin Marietta Materials (MLM) | 0.1 | $981k | -15% | 1.6k | 630.28 |
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| Regis Corporation Com Shs (RGS) | 0.1 | $960k | 33k | 29.15 |
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| Netflix (NFLX) | 0.1 | $941k | -70% | 785.00 | 1198.64 |
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| Wheaton Precious Metals Corp (WPM) | 0.1 | $928k | -3% | 8.3k | 111.84 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $919k | -29% | 1.8k | 499.21 |
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| Franco-Nevada Corporation (FNV) | 0.1 | $914k | 4.1k | 222.91 |
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| Brown & Brown (BRO) | 0.1 | $844k | -22% | 9.0k | 93.79 |
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| Ssga Active Tr Spdr Dbleln Shrt (STOT) | 0.1 | $840k | 18k | 47.38 |
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| Vodafone Group Sponsored Adr (VOD) | 0.1 | $824k | -87% | 71k | 11.60 |
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| Spdr Series Trust S&p Oilgas Exp (XOP) | 0.1 | $785k | NEW | 5.9k | 132.20 |
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| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.1 | $755k | 38k | 19.71 |
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| Ea Series Trust Sparkline Intl (DTAN) | 0.1 | $742k | 25k | 29.94 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $685k | +6% | 6.9k | 99.81 |
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| First Virginia Community Bank (FVCB) | 0.0 | $678k | NEW | 52k | 12.97 |
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| Hartford Financial Services (HIG) | 0.0 | $664k | -15% | 5.0k | 133.39 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $636k | -66% | 5.6k | 112.76 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $623k | -64% | 3.7k | 167.33 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $621k | 9.4k | 65.92 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $602k | -61% | 794.00 | 758.35 |
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| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.0 | $590k | 29k | 20.69 |
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| Anterix Inc. Atex (ATEX) | 0.0 | $587k | NEW | 27k | 21.47 |
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| Linde SHS (LIN) | 0.0 | $580k | -58% | 1.2k | 474.88 |
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| Nelnet Cl A (NNI) | 0.0 | $557k | 4.4k | 125.38 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $545k | 1.5k | 365.48 |
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| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 0.0 | $543k | 15k | 37.19 |
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| Merck & Co (MRK) | 0.0 | $531k | -59% | 6.3k | 83.93 |
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| Globe Life (GL) | 0.0 | $529k | -9% | 3.7k | 142.97 |
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| Amphenol Corp Cl A (APH) | 0.0 | $524k | -69% | 4.2k | 123.75 |
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| Bitmine Immersion Tecnologie Com New (BMNR) | 0.0 | $519k | NEW | 10k | 51.93 |
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| International Business Machines (IBM) | 0.0 | $511k | -60% | 1.8k | 282.16 |
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| Vulcan Materials Company (VMC) | 0.0 | $505k | -30% | 1.6k | 307.66 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $497k | -45% | 6.2k | 79.80 |
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| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.0 | $482k | -99% | 7.7k | 62.71 |
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| American Express Company (AXP) | 0.0 | $480k | -60% | 1.4k | 332.25 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $457k | 6.4k | 71.37 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $456k | 4.1k | 111.47 |
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| Automatic Data Processing (ADP) | 0.0 | $451k | -59% | 1.5k | 293.50 |
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| Fidelity Covington Trust Enhanced Mid (FMDE) | 0.0 | $448k | +15% | 12k | 36.15 |
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| Roper Industries (ROP) | 0.0 | $446k | -26% | 894.00 | 498.69 |
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| Procter & Gamble Company (PG) | 0.0 | $439k | -75% | 2.9k | 153.67 |
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| Williams-Sonoma (WSM) | 0.0 | $434k | -21% | 2.2k | 195.41 |
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| American Intl Group Com New (AIG) | 0.0 | $430k | -39% | 5.5k | 78.54 |
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| Advisorshares Tr Pure Us Cannabis (MSOS) | 0.0 | $414k | -33% | 86k | 4.79 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $402k | -29% | 1.4k | 279.29 |
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| Seritage Growth Pptys Cl A (SRG) | 0.0 | $399k | 94k | 4.25 |
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| Kymera Therapeutics (KYMR) | 0.0 | $396k | 7.0k | 56.60 |
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| Johnson Ctls Intl SHS (JCI) | 0.0 | $393k | -49% | 3.6k | 109.95 |
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| Willis Towers Watson SHS (WTW) | 0.0 | $393k | -26% | 1.1k | 345.45 |
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| Jacobs Engineering Group (J) | 0.0 | $392k | -23% | 2.6k | 149.86 |
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| Select Sector Spdr Tr Energy (XLE) | 0.0 | $388k | -99% | 4.3k | 89.34 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $384k | NEW | 3.2k | 120.50 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $382k | 14k | 27.30 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $379k | NEW | 4.2k | 89.37 |
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| Caterpillar (CAT) | 0.0 | $369k | -65% | 774.00 | 477.04 |
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| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $368k | 6.5k | 56.94 |
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| Booking Holdings (BKNG) | 0.0 | $362k | -68% | 67.00 | 5400.40 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $361k | 6.7k | 54.18 |
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| Intuit (INTU) | 0.0 | $354k | -71% | 519.00 | 682.91 |
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| Chubb (CB) | 0.0 | $352k | -55% | 1.2k | 282.32 |
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| Capital Sr Living Corp (SNDA) | 0.0 | $350k | 13k | 27.72 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $347k | -24% | 1.9k | 186.49 |
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| Rogers Communications CL B (RCI) | 0.0 | $345k | 10k | 34.47 |
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| Morgan Stanley Com New (MS) | 0.0 | $342k | -74% | 2.1k | 158.97 |
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| Capital One Financial (COF) | 0.0 | $339k | -64% | 1.6k | 212.64 |
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| Cdw (CDW) | 0.0 | $336k | -22% | 2.1k | 159.28 |
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| Medpace Hldgs (MEDP) | 0.0 | $333k | -13% | 647.00 | 514.16 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $331k | NEW | 1.1k | 293.74 |
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| Simplify Exchange Traded Fun Hedged Equity (HEQT) | 0.0 | $327k | 11k | 31.24 |
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| Invesco Exchange Traded Fd T Ai And Next Gen (IGPT) | 0.0 | $324k | 6.0k | 54.03 |
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| CSX Corporation (CSX) | 0.0 | $313k | -53% | 8.8k | 35.51 |
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| Deere & Company (DE) | 0.0 | $309k | -58% | 676.00 | 457.26 |
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| Coinbase Global Com Cl A (COIN) | 0.0 | $309k | -46% | 915.00 | 337.50 |
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| Seaport Entmt Group Common Stock (SEG) | 0.0 | $306k | 13k | 22.92 |
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| Rush Enterprises Cl A (RUSHA) | 0.0 | $305k | -10% | 5.7k | 53.47 |
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| Lakeland Industries (LAKE) | 0.0 | $305k | +89% | 21k | 14.80 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $300k | -99% | 3.7k | 81.19 |
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| Johnson & Johnson (JNJ) | 0.0 | $300k | -82% | 1.6k | 185.46 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.0 | $298k | -19% | 5.9k | 50.59 |
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| Comfort Systems USA (FIX) | 0.0 | $298k | -67% | 361.00 | 825.18 |
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| Prothena Corp SHS (PRTA) | 0.0 | $294k | NEW | 30k | 9.76 |
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| Pfizer (PFE) | 0.0 | $293k | -40% | 12k | 25.48 |
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| Applovin Corp Com Cl A (APP) | 0.0 | $292k | -67% | 407.00 | 718.54 |
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| Ishares Tr Large Cap Max Bu (MAXJ) | 0.0 | $291k | 10k | 28.05 |
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| Applied Materials (AMAT) | 0.0 | $289k | -70% | 1.4k | 204.80 |
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| Service Corporation International (SCI) | 0.0 | $286k | -9% | 3.4k | 83.22 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $284k | -86% | 499.00 | 569.28 |
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| Enterprise Products Partners (EPD) | 0.0 | $276k | 8.8k | 31.27 |
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| Abbvie (ABBV) | 0.0 | $273k | -83% | 1.2k | 231.46 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $272k | NEW | 7.4k | 36.55 |
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| Marsh & McLennan Companies (MMC) | 0.0 | $271k | -59% | 1.3k | 201.53 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $266k | 2.8k | 95.14 |
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| Coca-Cola Bottling Co. Consolidated (COKE) | 0.0 | $266k | -30% | 2.3k | 117.18 |
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| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.0 | $265k | NEW | 2.7k | 99.03 |
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| Verisk Analytics (VRSK) | 0.0 | $259k | -50% | 1.0k | 251.54 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $257k | 2.3k | 111.22 |
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| TransDigm Group Incorporated (TDG) | 0.0 | $255k | -70% | 193.00 | 1320.31 |
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| Abbott Laboratories (ABT) | 0.0 | $252k | -79% | 1.9k | 133.94 |
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| CoStar (CSGP) | 0.0 | $250k | -34% | 3.0k | 84.37 |
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| Proshares Tr Bitcoin Etf (BITO) | 0.0 | $250k | 13k | 19.68 |
|
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $249k | 1.5k | 164.54 |
|
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $248k | -15% | 1.7k | 145.65 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $246k | 525.00 | 468.41 |
|
|
| Clarus Corp (CLAR) | 0.0 | $241k | 69k | 3.50 |
|
|
| First Tr Exchange-traded Nat Gas Etf (FCG) | 0.0 | $238k | -88% | 10k | 23.49 |
|
| Eaton Corp SHS (ETN) | 0.0 | $237k | -77% | 634.00 | 374.31 |
|
| Simon Property (SPG) | 0.0 | $237k | -61% | 1.3k | 187.67 |
|
| AutoZone (AZO) | 0.0 | $232k | -60% | 54.00 | 4290.24 |
|
| Ishares Tr Residential Mult (REZ) | 0.0 | $227k | 2.7k | 84.97 |
|
|
| Goldman Sachs Etf Tr Ultra Short Bond (GSST) | 0.0 | $225k | -64% | 4.4k | 50.70 |
|
| Liberty Media Corp Del Com Lbty Liv S A (LLYVA) | 0.0 | $224k | -28% | 2.4k | 94.30 |
|
| Nextera Energy (NEE) | 0.0 | $223k | -79% | 3.0k | 75.49 |
|
| Alnylam Pharmaceuticals (ALNY) | 0.0 | $223k | -44% | 488.00 | 456.00 |
|
| Managed Portfolio Series Tremblant Global (TOGA) | 0.0 | $220k | +4% | 6.2k | 35.58 |
|
| Betterware De Mexc S A P I D SHS (BWMX) | 0.0 | $211k | 16k | 13.45 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $208k | NEW | 3.9k | 53.40 |
|
| Regency Centers Corporation (REG) | 0.0 | $208k | -30% | 2.9k | 72.90 |
|
| Jakks Pac Com New (JAKK) | 0.0 | $206k | 11k | 18.73 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $205k | -72% | 1.1k | 183.73 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $202k | NEW | 2.0k | 99.95 |
|
| Reaves Util Income Com Sh Ben Int (UTG) | 0.0 | $201k | NEW | 5.1k | 39.62 |
|
| Nicholas Financial (OMCC) | 0.0 | $185k | 36k | 5.15 |
|
|
| 4d Molecular Therapeutics In (FDMT) | 0.0 | $175k | -28% | 20k | 8.69 |
|
| Grab Holdings Class A Ord (GRAB) | 0.0 | $60k | 10k | 6.02 |
|
|
| Valaris *w Exp 04/29/202 (VAL.WS) | 0.0 | $34k | 12k | 2.80 |
|
Past Filings by Proficio Capital Partners
SEC 13F filings are viewable for Proficio Capital Partners going back to 2015
- Proficio Capital Partners 2025 Q3 restated filed Nov. 17, 2025
- Proficio Capital Partners 2025 Q3 filed Nov. 12, 2025
- Proficio Capital Partners 2025 Q2 filed Aug. 7, 2025
- Proficio Capital Partners 2025 Q1 filed May 6, 2025
- Proficio Capital Partners 2024 Q4 restated filed Feb. 6, 2025
- Proficio Capital Partners 2024 Q3 filed Nov. 1, 2024
- Proficio Capital Partners 2024 Q2 filed July 25, 2024
- Proficio Capital Partners 2024 Q1 filed May 2, 2024
- Proficio Capital Partners 2023 Q3 filed Oct. 18, 2023
- Proficio Capital Partners 2023 Q2 filed Aug. 14, 2023
- Proficio Capital Partners 2023 Q1 restated filed April 21, 2023
- Proficio Capital Partners 2023 Q1 filed April 19, 2023
- Proficio Capital Partners 2022 Q4 filed Jan. 30, 2023
- Proficio Capital Partners 2022 Q3 filed Oct. 11, 2022
- Proficio Capital Partners 2022 Q2 filed Aug. 15, 2022
- Proficio Capital Partners 2022 Q1 filed May 13, 2022