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Proficio Capital Partners

Latest statistics and disclosures from Proficio Capital Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are IAU, GLD, VOO, MINT, Bitwise Proficio Currency Debasement Etf, and represent 33.25% of Proficio Capital Partners's stock portfolio.
Added to shares of these 10 stocks: Bitwise Proficio Currency Debasement Etf (+$69M), IWS (+$52M), BIL (+$46M), SGOV (+$44M), SPTS (+$33M), GLD (+$30M), EMXC (+$29M), VT (+$29M), VOO (+$27M), ILF (+$25M).
Started 39 new stock positions in VT, BKGI, URNM, ACWX, OIH, SGOV, XOP, EFA, PPLT, USHY.
Reduced shares in these 10 stocks: IWY (-$30M), PYLD (-$19M), SHY (-$18M), XLU (-$12M), CQQQ (-$11M), EEM (-$9.3M), MTBA (-$8.3M), , SLV (-$5.8M), AMLP (-$5.7M).
Sold out of its positions in T, ABT, APP, CSX, CLAR, CTGO, HYDW, ASHR, UTES, EIPI.
Proficio Capital Partners was a net buyer of stock by $439M.
Proficio Capital Partners has $1.9B in assets under management (AUM), dropping by 31.39%.
Central Index Key (CIK): 0001654175

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Portfolio Holdings for Proficio Capital Partners

Proficio Capital Partners holds 248 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Gold Tr Ishares New (IAU)	9.8	$183M	-2%	2.1M	88.16	View chart
Spdr Gold Tr Gold Shs (GLD)	9.6	$179M	+20%	416k	431.17	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	5.6	$106M	+34%	178k	594.22	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	4.6	$86M	+7%	849k	100.76	View chart
Bitwise Funds Trust Proficio Currenc	3.7	$69M	NEW	3.1M	22.51	View chart
Ishares Tr Russell 3000 Etf (IWV)	2.8	$53M	-6%	144k	370.68	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	2.8	$52M	NEW	358k	145.74	View chart
Goldman Sachs Physical Gold Unit (AAAU)	2.6	$49M	+68%	1.1M	46.19	View chart
Spdr Series Trust State Street Spd (BIL)	2.4	$46M	NEW	496k	91.64	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	2.4	$44M	NEW	441k	100.66	View chart
Spdr Series Trust State Street Spd (SPTS)	2.3	$43M	+318%	1.5M	29.54	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.3	$42M	-2%	65k	651.14	View chart
Alps Etf Tr Alerian Mlp (AMLP)	1.7	$32M	-15%	610k	52.66	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.7	$32M	-35%	387k	82.57	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.6	$30M	+13%	92k	324.13	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.5	$29M	-39%	1.1M	26.23	View chart
Spdr Series Trust State Street Spd (BILS)	1.5	$29M	+166%	289k	99.61	View chart
Ishares Msci Emrg Chn (EMXC)	1.5	$29M	NEW	364k	78.73	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	1.5	$29M	NEW	206k	138.32	View chart
Ishares Tr Latn Amer 40 Etf (ILF)	1.4	$26M	+1551%	739k	35.56	View chart
NVIDIA Corporation (NVDA)	1.3	$25M		145k	174.40	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	1.3	$24M	+59%	220k	110.66	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	1.1	$21M	NEW	302k	68.47	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	1.0	$19M	-30%	384k	49.46	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.9	$18M	-2%	343k	50.95	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$15M		52k	286.85	View chart
Ishares Msci Gbl Etf New (PICK)	0.8	$15M	+65%	257k	56.73	View chart
Global X Fds Artificial Etf (AIQ)	0.8	$14M		303k	46.77	View chart
Apple (AAPL)	0.8	$14M		56k	253.79	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$14M	-8%	22k	653.22	View chart
Ishares Msci Gbl Gold Mn (RING)	0.8	$14M	-6%	178k	78.98	View chart
Global X Fds Global X Copper (COPX)	0.7	$13M	+1234%	171k	76.47	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.7	$13M	+311%	249k	50.84	View chart
Uscf Etf Tr Summerhaven K1 (SDCI)	0.7	$12M	NEW	450k	27.24	View chart
Microsoft Corporation (MSFT)	0.6	$12M		33k	370.07	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.6	$12M	+221%	188k	61.36	View chart
Vaneck Etf Trust Oil Services Etf (OIH)	0.6	$11M	NEW	27k	404.21	View chart
Amazon (AMZN)	0.6	$11M		52k	208.27	View chart
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT)	0.6	$11M	NEW	61k	178.23	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$10M	-24%	17k	581.01	View chart
Ishares Silver Tr Ishares (SLV)	0.5	$10M	-36%	147k	68.29	View chart
Vaneck Etf Trust Rare Earth And S (REMX)	0.5	$9.6M	NEW	109k	88.09	View chart
Wal-Mart Stores (WMT)	0.5	$9.5M		76k	124.28	View chart
Global X Fds Defense Tech Etf (SHLD)	0.5	$9.3M	-13%	130k	71.31	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB)	0.5	$8.5M	NEW	74k	115.95	View chart
Spdr Series Trust State Street Spd (XOP)	0.5	$8.5M	NEW	47k	181.83	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.4	$7.1M	-29%	78k	92.04	View chart
Sprott Fds Tr Uranium Miners E (URNM)	0.4	$7.1M	NEW	112k	63.15	View chart
Eli Lilly & Co. (LLY)	0.4	$6.7M		7.3k	919.81	View chart
Uber Technologies (UBER)	0.4	$6.6M		92k	71.92	View chart
Lam Research Corp Com New (LRCX)	0.4	$6.6M	-3%	31k	213.66	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.3	$6.5M	+114%	82k	79.56	View chart
Wayfair Cl A (W)	0.3	$6.3M		83k	75.21	View chart
Visa Com Cl A (V)	0.3	$5.9M		19k	302.24	View chart
Goldman Sachs (GS)	0.3	$5.9M		6.9k	846.04	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$5.6M		104k	54.05	View chart
Neuberger Berman Etf Trust Opt Strategy Etf (NBOS)	0.3	$5.6M	+102%	208k	26.74	View chart
Ishares Tr 3yrtb Etf (ISHG)	0.3	$5.4M	NEW	73k	74.87	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$5.4M		11k	479.20	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.3	$5.4M		120k	44.62	View chart
Invesco Actvely Mngd Etc Agri Cmdty Stra (PDBA)	0.3	$5.3M	NEW	146k	36.61	View chart
Ishares Em Mkts Div Etf (DVYE)	0.3	$5.3M	NEW	155k	34.38	View chart
Roundhill Etf Trust S&p 500 Odte Cov (XDTE)	0.3	$5.3M	+125%	145k	36.72	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.3	$5.3M	NEW	65k	81.98	View chart
Roundhill Etf Trust Innovation 100 O (QDTE)	0.3	$5.2M	+139%	190k	27.42	View chart
Ishares Tr Global Energ Etf (IXC)	0.3	$5.1M	+272%	89k	57.61	View chart
Invesco Db Multi-sector Comm Agriculture Fd (DBA)	0.3	$5.0M	NEW	184k	27.32	View chart
Ishares U S Etf Tr Bloomberg Roll (CMDY)	0.3	$4.9M	NEW	83k	59.42	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$4.9M		17k	287.48	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$4.8M	-32%	74k	64.08	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$4.3M		38k	114.99	View chart
Global Partners Com Units (GLP)	0.2	$4.2M		100k	42.10	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.2	$4.2M	NEW	124k	33.97	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.2	$4.2M	-2%	57k	73.94	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$4.2M	-24%	6.0k	697.72	View chart
Spdr Series Trust State Street Spd (XME)	0.2	$4.1M	NEW	38k	108.01	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$4.0M	-56%	103k	38.42	View chart
Analog Devices (ADI)	0.2	$3.9M		12k	318.14	View chart
Global X Fds Global X Uranium (URA)	0.2	$3.8M	+223%	79k	48.43	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.2	$3.3M	+940%	28k	120.04	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.2	$3.3M	+104%	49k	67.00	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.2	$3.3M	-78%	71k	45.89	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.2	$3.2M	-54%	90k	35.44	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$3.1M	+91%	104k	30.32	View chart
Tesla Motors (TSLA)	0.2	$2.9M		7.9k	371.76	View chart
Kkr & Co (KKR)	0.2	$2.9M		32k	92.50	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.2	$2.9M	-10%	26k	110.39	View chart
Dell Technologies CL C (DELL)	0.1	$2.8M	+11%	17k	164.13	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$2.7M	-43%	27k	100.39	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$2.6M	+79%	62k	42.56	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$2.6M	+120%	27k	94.24	View chart
Amplify Etf Tr Cwp Intl Enhance (IDVO)	0.1	$2.6M	+124%	63k	40.47	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.1	$2.6M	+115%	37k	69.90	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$2.5M		27k	90.53	View chart
Howard Hughes Holdings (HHH)	0.1	$2.4M	+25%	38k	63.26	View chart
Ishares Tr Faln Angls Usd (FALN)	0.1	$2.4M	+77%	90k	26.72	View chart
Mercury General Corporation (MCY)	0.1	$2.4M	NEW	27k	88.15	View chart
Meta Platforms Cl A (META)	0.1	$2.3M		4.1k	572.10	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.1	$2.3M	-27%	63k	36.81	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$2.3M	NEW	63k	36.84	View chart
Merck & Co (MRK)	0.1	$2.3M		19k	120.29	View chart
Waste Management (WM)	0.1	$2.2M		9.5k	229.78	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$2.1M		24k	88.70	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$2.1M	-71%	23k	94.04	View chart
Triple Flag Precious Metals (TFPM)	0.1	$2.0M		58k	34.71	View chart
Home Depot (HD)	0.1	$2.0M		6.1k	328.62	View chart
Bny Mellon Etf Trust Global Infrasctr (BKGI)	0.1	$1.9M	NEW	44k	44.54	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.1	$1.9M		63k	30.30	View chart
Global X Fds Global X Silver (SIL)	0.1	$1.9M	-14%	21k	90.08	View chart
Broadcom (AVGO)	0.1	$1.9M		6.1k	309.51	View chart
Ishares Tr Msci Ac Asia Etf (AAXJ)	0.1	$1.9M		19k	96.29	View chart
Airbnb Com Cl A (ABNB)	0.1	$1.8M		14k	126.28	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$1.6M		40k	39.13	View chart
Ea Series Trust Sparkline Intang (ITAN)	0.1	$1.6M		43k	35.86	View chart
Amgen (AMGN)	0.1	$1.5M		4.2k	351.85	View chart
Brookfield Wealth Sol Cl A Exchangeab (BNT)	0.1	$1.5M		36k	41.40	View chart
Exchange Listed Fds Tr Saba Int Rate (CEFS)	0.1	$1.3M		60k	22.55	View chart
Spdr Series Trust State Street Spd (SPTM)	0.1	$1.3M		17k	79.06	View chart
JPMorgan Chase & Co. (JPM)	0.1	$1.3M		4.3k	294.15	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$1.2M	+37%	70k	17.75	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.2M		5.8k	213.68	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.1	$1.2M	+34%	70k	17.54	View chart
Urban Outfitters (URBN)	0.1	$1.2M		19k	63.35	View chart
Costco Wholesale Corporation (COST)	0.1	$1.2M		1.2k	996.17	View chart
Walt Disney Company (DIS)	0.1	$1.2M		12k	96.28	View chart
Toll Brothers (TOL)	0.1	$1.1M		8.4k	136.47	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$1.1M	-50%	22k	52.76	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$1.1M		56k	19.53	View chart
Wheaton Precious Metals Corp (WPM)	0.1	$1.1M		8.3k	131.01	View chart
Sturm, Ruger & Company (RGR)	0.1	$1.1M		27k	40.09	View chart
Ishares Tr Mortge Rel Etf (REM)	0.1	$1.0M		49k	21.47	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.0M	-4%	1.7k	604.39	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$1.0M	-36%	17k	59.03	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$1.0M	-3%	38k	26.58	View chart
Franco-Nevada Corporation (FNV)	0.1	$1.0M		4.1k	247.05	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$941k		13k	75.10	View chart
Exxon Mobil Corporation (XOM)	0.0	$930k		5.5k	169.67	View chart
Martin Marietta Materials (MLM)	0.0	$916k		1.6k	588.68	View chart
Kymera Therapeutics (KYMR)	0.0	$903k		11k	83.29	View chart
Republic Services (RSG)	0.0	$899k		4.1k	219.50	View chart
Newmont Mining Corporation (NEM)	0.0	$883k	NEW	8.2k	108.25	View chart
Ssga Active Tr State Street Dou (STOT)	0.0	$836k		18k	47.13	View chart
Regis Corporation Com Shs (RGS)	0.0	$825k		33k	24.69	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$805k		8.7k	92.69	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.0	$799k		16k	50.62	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.0	$795k	-62%	27k	29.99	View chart
First Virginia Community Bank (FVCB)	0.0	$794k		52k	15.19	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.0	$768k		39k	19.63	View chart
Anterix Inc. Atex (ATEX)	0.0	$764k		20k	38.19	View chart
Ea Series Trust Sparkline Intl (DTAN)	0.0	$749k		25k	30.20	View chart
Ssga Active Tr State Street My (MYCH)	0.0	$743k	NEW	30k	24.95	View chart
Netflix (NFLX)	0.0	$716k	+2%	7.5k	96.15	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.0	$708k	-67%	9.9k	71.61	View chart
Raytheon Technologies Corp (RTX)	0.0	$701k		3.6k	192.90	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$695k	-56%	3.2k	215.06	View chart
Everpure Cl A (PSTG)	0.0	$678k	+34%	12k	59.04	View chart
Hartford Financial Services (HIG)	0.0	$674k		5.0k	135.23	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$657k		9.4k	69.75	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.0	$625k		14k	45.05	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$610k	+18%	7.4k	82.43	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$605k	+192%	2.4k	248.03	View chart
Exchange Traded Concepts Tru Range Global Coa (COAL)	0.0	$594k	NEW	22k	27.44	View chart
Brown & Brown (BRO)	0.0	$588k		9.0k	65.21	View chart
Linde SHS (LIN)	0.0	$588k		1.2k	495.69	View chart
Nelnet Cl A (NNI)	0.0	$573k		4.4k	128.96	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$531k		1.5k	356.56	View chart
Parker-Hannifin Corporation (PH)	0.0	$524k	-23%	585.00	895.60	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$512k	+5%	1.5k	337.95	View chart
Globe Life (GL)	0.0	$510k		3.7k	139.17	View chart
Amphenol Corp Cl A (APH)	0.0	$507k	+2%	4.0k	126.36	View chart
Caterpillar (CAT)	0.0	$505k		713.00	708.37	View chart
Comfort Systems USA (FIX)	0.0	$498k		361.00	1378.99	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$463k		4.9k	93.74	View chart
Listed Fds Tr Horizon Kinetics (INFL)	0.0	$457k	-85%	8.8k	52.06	View chart
Capital Sr Living Corp (SNDA)	0.0	$453k	+11%	14k	32.25	View chart
Johnson Controls Internation SHS (JCI)	0.0	$450k		3.4k	130.95	View chart
Applied Materials (AMAT)	0.0	$448k		1.3k	341.89	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$445k		4.1k	108.99	View chart
Vulcan Materials Company (VMC)	0.0	$445k		1.6k	272.34	View chart
Coca-Cola Bottling Co. Consolidated (COKE)	0.0	$437k		2.3k	191.78	View chart
American Express Company (AXP)	0.0	$416k		1.4k	302.57	View chart
American Intl Group Com New (AIG)	0.0	$411k		5.5k	75.25	View chart
Williams-Sonoma (WSM)	0.0	$407k		2.2k	182.36	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$406k		3.7k	109.69	View chart
Chubb (CB)	0.0	$399k		1.2k	326.04	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.0	$390k	+8%	13k	30.54	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$389k	-98%	1.5k	255.37	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$389k	NEW	4.0k	97.14	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.0	$384k	-84%	16k	23.69	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$384k	-96%	6.8k	56.79	View chart
Procter & Gamble Company (PG)	0.0	$379k		2.6k	144.46	View chart
Burford Capital Ord Shs (BUR)	0.0	$374k		83k	4.52	View chart
Global X Fds Gb Msci Ar Etf (ARGT)	0.0	$369k	NEW	4.0k	93.32	View chart
Deere & Company (DE)	0.0	$368k		653.00	563.30	View chart
Johnson & Johnson (JNJ)	0.0	$360k	+2%	1.5k	244.36	View chart
Invesco Exchange Traded Fd T Ai And Next Gen (IGPT)	0.0	$348k		6.0k	58.06	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$340k	-8%	1.2k	287.18	View chart
Enterprise Products Partners (EPD)	0.0	$334k		8.8k	37.84	View chart
Morgan Stanley Com New (MS)	0.0	$334k		2.0k	164.55	View chart
Jacobs Engineering Group (J)	0.0	$334k		2.6k	127.28	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	0.0	$330k		11k	31.50	View chart
Willis Towers Watson SHS (WTW)	0.0	$330k		1.1k	290.70	View chart
Chevron Corporation (CVX)	0.0	$329k	-86%	1.6k	206.89	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$324k		760.00	426.40	View chart
Fidelity Covington Trust Enhanced Mid (FMDE)	0.0	$319k		8.9k	35.96	View chart
Roper Industries (ROP)	0.0	$312k		880.00	354.66	View chart
Rush Enterprises Cl A (RUSHA)	0.0	$312k	-17%	4.7k	66.11	View chart
Medpace Hldgs (MEDP)	0.0	$311k		647.00	480.19	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$305k		3.5k	86.69	View chart
Automatic Data Processing (ADP)	0.0	$303k		1.5k	203.86	View chart
Ishares Tr Large Cap Max Bu (MAXJ)	0.0	$292k		10k	28.16	View chart
Capital One Financial (COF)	0.0	$290k		1.6k	182.38	View chart
Cellebrite Di Ordinary Shares (CLBT)	0.0	$290k	NEW	21k	13.78	View chart
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM)	0.0	$288k		6.5k	44.45	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.0	$284k		5.6k	50.63	View chart
Service Corporation International (SCI)	0.0	$283k		3.4k	82.51	View chart
Booking Holdings (BKNG)	0.0	$278k		66.00	4211.53	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$263k		8.6k	30.68	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$260k		2.8k	92.74	View chart
First Tr Exchange-traded Nat Gas Etf (FCG)	0.0	$258k	NEW	8.1k	31.69	View chart
Nextera Energy (NEE)	0.0	$255k		2.7k	92.88	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$255k		2.3k	110.36	View chart
Cdw (CDW)	0.0	$253k		2.1k	121.02	View chart
Simon Property (SPG)	0.0	$251k		1.3k	186.56	View chart
Advisorshares Tr Pure Us Cannabis (MSOS)	0.0	$251k	-56%	71k	3.55	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$235k		1.5k	155.11	View chart
Abbvie (ABBV)	0.0	$232k	+2%	1.1k	217.44	View chart
Novartis Sponsored Adr (NVS)	0.0	$227k	NEW	1.5k	152.75	View chart
Goldman Sachs Etf Tr Ultra Short Bond (GSST)	0.0	$224k		4.4k	50.55	View chart
Dlh Hldgs (DLHC)	0.0	$223k	+10%	38k	5.82	View chart
Marsh & McLennan Companies (MRSH)	0.0	$220k	-2%	1.3k	173.45	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$218k	-79%	834.00	261.92	View chart
Chord Energy Corporation Com New (CHRD)	0.0	$218k	NEW	1.5k	142.18	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$218k		353.00	617.45	View chart
Liberty Live Holdings Com Ser A (LLYVA)	0.0	$218k	NEW	2.4k	91.64	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$213k		2.2k	96.70	View chart
Regency Centers Corporation (REG)	0.0	$212k	NEW	2.8k	75.66	View chart
Intuit (INTU)	0.0	$209k		484.00	432.38	View chart
TransDigm Group Incorporated (TDG)	0.0	$209k		180.00	1161.12	View chart
Mastercard Incorporated Cl A (MA)	0.0	$208k		415.00	500.23	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$207k		2.0k	102.25	View chart
Flextronics Intl Ord (FLEX)	0.0	$206k	NEW	3.1k	65.46	View chart
Eaton Corp SHS (ETN)	0.0	$205k	NEW	574.00	357.83	View chart
Fidelity Covington Trust Blue Chip Value (FBCV)	0.0	$203k		5.6k	35.98	View chart
Texas Instruments Incorporated (TXN)	0.0	$201k	NEW	1.0k	194.20	View chart
Proshares Tr Bitcoin Etf (BITO)	0.0	$117k	-27%	13k	9.31	View chart
U S Global Invs Cl A (GROW)	0.0	$109k		44k	2.48	View chart
Soluna Holdings Com New (SLNH)	0.0	$26k		37k	0.71	View chart

Past Filings by Proficio Capital Partners

SEC 13F filings are viewable for Proficio Capital Partners going back to 2015

Proficio Capital Partners 2026 Q1 filed May 14, 2026
Proficio Capital Partners 2025 Q4 filed Feb. 12, 2026
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

View all past filings

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