Proficio Capital Partners
Latest statistics and disclosures from Proficio Capital Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IAU, IWV, UGL, VTI, VOO, and represent 35.01% of Proficio Capital Partners's stock portfolio.
- Added to shares of these 10 stocks: IWX (+$18M), UGL (+$15M), NVDA (+$13M), IAU (+$12M), BIL (+$10M), EWC (+$8.9M), PDBC, SHY, FB, VTI.
- Started 39 new stock positions in HPQ, NXST, NEM, HYFM, ODFL, CTSH, CSGP, KMX, GOAU, PXD.
- Reduced shares in these 10 stocks: IWR (-$23M), IGSB (-$14M), IEF (-$13M), , SIVR (-$7.3M), VTV (-$5.9M), IEI (-$5.1M), SPXL, MBB, IWV.
- Sold out of its positions in SIVR, ATVI, APD, ALGN, AWK, BA, BURL, CI, CME, CDNS.
- Proficio Capital Partners was a net seller of stock by $-25M.
- Proficio Capital Partners has $669M in assets under management (AUM), dropping by -6.90%.
- Central Index Key (CIK): 0001654175
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Portfolio Holdings for Proficio Capital Partners
Companies in the Proficio Capital Partners portfolio as of the March 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Ishares Gold Tr Ishares New (IAU) | 13.5 | $90M | +15% | 2.4M | 36.83 | |
Ishares Tr Russell 3000 Etf (IWV) | 7.0 | $47M | -6% | 179k | 262.37 | |
Proshares Tr Ii Ultra Gold (UGL) | 6.2 | $42M | +57% | 628k | 66.02 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 4.6 | $31M | +10% | 136k | 227.67 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.7 | $25M | -8% | 59k | 415.17 | |
Ishares Tr Rus Tp200 Vl Etf (IWX) | 2.7 | $18M | NEW | 265k | 68.99 | |
NVIDIA Corporation (NVDA) | 2.2 | $15M | +568% | 55k | 272.87 | |
Microsoft Corporation (MSFT) | 2.1 | $14M | -4% | 46k | 308.32 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.0 | $14M | +6% | 31k | 431.99 | |
Ishares Tr 3 7 Yr Treas Bd (IEI) | 2.0 | $13M | -27% | 109k | 121.78 | |
Amazon (AMZN) | 1.9 | $13M | -6% | 3.9k | 3259.68 | |
Ishares Tr Core Us Aggbd Et (AGG) | 1.8 | $12M | -18% | 115k | 107.10 | |
Apple (AAPL) | 1.8 | $12M | -16% | 69k | 174.60 | |
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 1.8 | $12M | +507% | 132k | 90.46 | |
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Alphabet Cap Stk Cl C (GOOG) | 1.6 | $11M | -5% | 3.9k | 2792.86 | |
Direxion Shs Etf Tr Dly S&p500 2xs (SPUU) | 1.6 | $11M | -8% | 108k | 97.76 | |
Ishares Tr Mbs Etf (MBB) | 1.5 | $9.8M | -27% | 97k | 101.87 | |
Ishares Msci Cda Etf (EWC) | 1.3 | $8.9M | NEW | 221k | 40.21 | |
Goldman Sachs Physical Gold Unit (AAAU) | 1.3 | $8.8M | 458k | 19.23 | ||
Invesco Activly Mangd Etc Optimum Yield (PDBC) | 1.3 | $8.7M | +115% | 494k | 17.60 | |
Ishares Tr Core S&p500 Etf (IVV) | 1.3 | $8.4M | +2% | 18k | 453.71 | |
Global Partners Com Units (GLP) | 0.9 | $6.2M | -5% | 228k | 27.27 | |
Vaneck Etf Trust Rare Earth/strtg (REMX) | 0.9 | $6.0M | -26% | 51k | 118.27 | |
Visa Com Cl A (V) | 0.9 | $5.9M | 26k | 221.76 | ||
Hmh Holdings (HMHC) | 0.8 | $5.6M | 268k | 21.01 | ||
Meta Platforms Cl A (FB) | 0.8 | $5.6M | +162% | 25k | 222.32 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $5.2M | -3% | 15k | 352.88 | |
Blackstone Group Inc Com Cl A (BX) | 0.7 | $5.0M | +3% | 40k | 126.95 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $5.0M | +5% | 1.8k | 2781.14 | |
Costco Wholesale Corporation (COST) | 0.7 | $4.6M | -32% | 8.0k | 575.90 | |
Wal-Mart Stores (WMT) | 0.7 | $4.6M | -2% | 31k | 148.93 | |
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.6 | $4.3M | NEW | 51k | 83.36 | |
Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.6 | $4.0M | +222% | 78k | 50.52 | |
Vanguard World Fds Inf Tech Etf (VGT) | 0.6 | $3.9M | -20% | 9.4k | 416.51 | |
Goldman Sachs (GS) | 0.5 | $3.3M | +7% | 9.9k | 330.08 | |
Kkr & Co (KKR) | 0.5 | $3.3M | +5% | 56k | 58.47 | |
Analog Devices (ADI) | 0.5 | $3.2M | -19% | 20k | 165.20 | |
Spdr Gold Tr Gold Shs (GLD) | 0.5 | $3.2M | +9% | 18k | 180.65 | |
Dbx Etf Tr Xtrack Hrvst Csi (ASHR) | 0.5 | $3.2M | -25% | 98k | 33.09 | |
Blackstone Secd Lending Common Stock (BXSL) | 0.5 | $3.2M | 115k | 27.88 | ||
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.5 | $3.1M | +36% | 24k | 132.10 | |
Etf Ser Solutions Us Gbl Gld Pre (GOAU) | 0.4 | $2.9M | NEW | 138k | 20.98 | |
Wayfair Cl A (W) | 0.4 | $2.8M | 26k | 110.79 | ||
Starbucks Corporation (SBUX) | 0.4 | $2.8M | -4% | 31k | 90.96 | |
Walt Disney Company (DIS) | 0.4 | $2.7M | -2% | 20k | 137.16 | |
Advisorshares Tr Pure Us Cannabis (MSOS) | 0.4 | $2.7M | -11% | 128k | 20.86 | |
Lam Research Corporation (LRCX) | 0.4 | $2.6M | +902% | 4.8k | 537.58 | |
Johnson & Johnson (JNJ) | 0.4 | $2.6M | -7% | 14k | 177.22 | |
Home Depot (HD) | 0.4 | $2.6M | -7% | 8.5k | 299.39 | |
Nike CL B (NKE) | 0.4 | $2.5M | -2% | 19k | 134.59 | |
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) | 0.4 | $2.5M | -14% | 136k | 18.58 | |
Lockheed Martin Corporation (LMT) | 0.4 | $2.5M | +723% | 5.6k | 441.35 | |
Uber Technologies (UBER) | 0.4 | $2.4M | 67k | 35.68 | ||
Comcast Corp Cl A (CMCSA) | 0.3 | $2.2M | -3% | 47k | 46.81 | |
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.3 | $2.2M | -42% | 12k | 175.95 | |
Cisco Systems (CSCO) | 0.3 | $2.1M | -4% | 37k | 55.72 | |
Tesla Motors (TSLA) | 0.3 | $2.1M | -20% | 1.9k | 1077.69 | |
Bank of America Corporation (BAC) | 0.3 | $2.0M | +33% | 50k | 41.23 | |
JPMorgan Chase & Co. (JPM) | 0.3 | $2.0M | +8% | 15k | 136.21 | |
Pfizer (PFE) | 0.3 | $1.8M | 35k | 51.77 | ||
Oracle Corporation (ORCL) | 0.3 | $1.8M | +261% | 22k | 82.66 | |
Scotts Miracle-gro Cl A (SMG) | 0.3 | $1.7M | 14k | 122.96 | ||
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.3 | $1.7M | 3.4k | 490.48 | ||
Focus Finl Partners Com Cl A (FOCS) | 0.2 | $1.7M | 36k | 45.74 | ||
Kraneshares Tr California Carb (KCCA) | 0.2 | $1.6M | +63% | 64k | 25.66 | |
Chart Industries (GTLS) | 0.2 | $1.6M | -9% | 9.2k | 171.82 | |
UnitedHealth (UNH) | 0.2 | $1.5M | -8% | 2.9k | 509.86 | |
Diageo Spon Adr New (DEO) | 0.2 | $1.5M | +8% | 7.2k | 203.07 | |
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.2 | $1.4M | 49k | 29.67 | ||
Paypal Holdings (PYPL) | 0.2 | $1.4M | -12% | 12k | 115.65 | |
Sprott Physical Gold Tr Unit (PHYS) | 0.2 | $1.4M | -6% | 92k | 15.37 | |
J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST) | 0.2 | $1.4M | NEW | 27k | 50.66 | |
Airbnb Com Cl A (ABNB) | 0.2 | $1.3M | 7.8k | 171.78 | ||
Merck & Co (MRK) | 0.2 | $1.3M | -4% | 16k | 81.70 | |
Procter & Gamble Company (PG) | 0.2 | $1.3M | 8.5k | 152.82 | ||
Chevron Corporation (CVX) | 0.2 | $1.1M | +39% | 6.7k | 162.86 | |
Cheniere Energy Com New (LNG) | 0.2 | $1.1M | 7.7k | 138.70 | ||
Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $1.1M | -17% | 9.7k | 108.83 | |
Vaneck Etf Trust Gold Miners Etf (GDX) | 0.2 | $1.0M | -14% | 27k | 38.34 | |
Olin Corp Com Par $1 (OLN) | 0.2 | $1.0M | 20k | 52.26 | ||
Brookfield Asset Mgmt Cl A Ltd Vt Sh (BAM) | 0.2 | $1.0M | 18k | 56.59 | ||
Texas Instruments Incorporated (TXN) | 0.2 | $1.0M | +55% | 5.6k | 183.57 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $977k | -74% | 2.7k | 362.66 | |
Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $957k | -64% | 7.1k | 134.60 | |
Abbott Laboratories (ABT) | 0.1 | $956k | +12% | 8.1k | 118.36 | |
Vanguard Index Fds Value Etf (VTV) | 0.1 | $906k | -86% | 6.1k | 147.80 | |
Wells Fargo & Company (WFC) | 0.1 | $879k | +81% | 18k | 48.46 | |
Adobe Systems Incorporated (ADBE) | 0.1 | $857k | -7% | 1.9k | 455.61 | |
Ishares Tr Ishares Biotech (IBB) | 0.1 | $821k | 6.3k | 130.32 | ||
Ss&c Technologies Holding (SSNC) | 0.1 | $805k | +160% | 11k | 74.98 | |
Eli Lilly & Co. (LLY) | 0.1 | $804k | -9% | 2.8k | 286.22 | |
Direxion Shs Etf Tr Drx S&p500bull (SPXL) | 0.1 | $794k | -84% | 6.6k | 119.76 | |
Pepsi (PEP) | 0.1 | $790k | -4% | 4.7k | 167.48 | |
Abbvie (ABBV) | 0.1 | $789k | -15% | 4.9k | 162.05 | |
Brown & Brown (BRO) | 0.1 | $787k | +145% | 11k | 72.31 | |
Broadcom (AVGO) | 0.1 | $782k | -2% | 1.2k | 629.63 | |
Cdw (CDW) | 0.1 | $780k | +76% | 4.4k | 179.02 | |
Medtronic SHS (MDT) | 0.1 | $779k | +18% | 7.0k | 110.78 | |
Nextera Energy (NEE) | 0.1 | $776k | 9.2k | 84.66 | ||
Builders FirstSource (BLDR) | 0.1 | $775k | 12k | 64.52 | ||
Morgan Stanley Com New (MS) | 0.1 | $763k | +6% | 8.7k | 87.35 | |
Martin Marietta Materials (MLM) | 0.1 | $759k | +105% | 2.0k | 384.89 | |
Mastercard Incorporated Cl A (MA) | 0.1 | $744k | -24% | 2.1k | 357.52 | |
Alpha Architect Etf Tr Sparkline Intang (ITAN) | 0.1 | $738k | 29k | 25.10 | ||
Charles Schwab Corporation (SCHW) | 0.1 | $720k | +13% | 8.6k | 84.10 | |
Intuit (INTU) | 0.1 | $701k | -3% | 1.5k | 480.14 | |
Ishares Msci Gbl Etf New (PICK) | 0.1 | $694k | -81% | 14k | 51.20 | |
Automatic Data Processing (ADP) | 0.1 | $689k | +12% | 3.0k | 227.62 | |
Target Corporation (TGT) | 0.1 | $673k | +10% | 3.2k | 212.10 | |
Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.1 | $655k | 12k | 55.56 | ||
First Republic Bank/san F (FRC) | 0.1 | $649k | +43% | 4.0k | 162.13 | |
Darling International (DAR) | 0.1 | $649k | -3% | 8.1k | 80.39 | |
Raytheon Technologies Corp (RTX) | 0.1 | $648k | +37% | 6.5k | 99.02 | |
United Parcel Service CL B (UPS) | 0.1 | $647k | +27% | 3.0k | 214.52 | |
American Intl Group Com New (AIG) | 0.1 | $638k | +83% | 10k | 62.75 | |
Danaher Corporation (DHR) | 0.1 | $610k | -21% | 2.1k | 293.41 | |
Docusign (DOCU) | 0.1 | $606k | +110% | 5.7k | 106.86 | |
Paychex (PAYX) | 0.1 | $604k | +43% | 4.4k | 136.37 | |
Thermo Fisher Scientific (TMO) | 0.1 | $597k | -24% | 1.0k | 591.09 | |
Burford Cap Ord Shs (BUR) | 0.1 | $579k | 63k | 9.19 | ||
Revolve Group Cl A (RVLV) | 0.1 | $578k | +7% | 11k | 53.69 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $577k | -20% | 1.7k | 337.03 | |
Finch Therapeutics (FNCH) | 0.1 | $556k | 111k | 5.03 | ||
Social Capital Hedosopha Hld Shs Cl A (IPOF) | 0.1 | $556k | -73% | 55k | 10.11 | |
Exxon Mobil Corporation (XOM) | 0.1 | $551k | -22% | 6.7k | 82.56 | |
Entegris (ENTG) | 0.1 | $550k | +115% | 4.2k | 131.33 | |
Truist Financial Corp equities (TFC) | 0.1 | $550k | +78% | 9.7k | 56.74 | |
Iac Interactivecorp Com New (IAC) | 0.1 | $549k | +2% | 5.5k | 100.22 | |
Caesars Entertainment (CZR) | 0.1 | $544k | 7.0k | 77.43 | ||
Sba Communications Corp Cl A (SBAC) | 0.1 | $541k | +40% | 1.6k | 343.93 | |
Equity Comwlth Com Sh Ben Int (EQC) | 0.1 | $538k | 19k | 28.20 | ||
Lowe's Companies (LOW) | 0.1 | $530k | 2.6k | 202.14 | ||
Chubb (CB) | 0.1 | $530k | +22% | 2.5k | 213.97 | |
Intel Corporation (INTC) | 0.1 | $527k | -13% | 11k | 49.02 | |
Seritage Growth Pptys Cl A (SRG) | 0.1 | $509k | NEW | 40k | 12.66 | |
Johnson Ctls Intl SHS (JCI) | 0.1 | $506k | +27% | 7.7k | 65.59 | |
Applied Materials (AMAT) | 0.1 | $503k | +38% | 3.8k | 131.81 | |
Linde SHS (LIN) | 0.1 | $499k | +33% | 1.6k | 319.67 | |
Amphenol Corp Cl A (APH) | 0.1 | $493k | +40% | 6.5k | 75.42 | |
Ishares Core Msci Emkt (IEMG) | 0.1 | $489k | +19% | 8.8k | 55.52 | |
Caterpillar (CAT) | 0.1 | $485k | -11% | 2.2k | 222.68 | |
Union Pacific Corporation (UNP) | 0.1 | $483k | -22% | 1.8k | 273.34 | |
Parker-Hannifin Corporation (PH) | 0.1 | $483k | +44% | 1.7k | 284.12 | |
Philip Morris International (PM) | 0.1 | $478k | +21% | 5.1k | 93.89 | |
Qualcomm (QCOM) | 0.1 | $476k | 3.1k | 152.76 | ||
Ishares Tr Msci Usa Value (VLUE) | 0.1 | $474k | +96% | 5.1k | 92.70 | |
Coca-Cola Company (KO) | 0.1 | $465k | -32% | 7.5k | 62.00 | |
Zoetis Cl A (ZTS) | 0.1 | $465k | -2% | 2.5k | 188.72 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $461k | -34% | 4.3k | 108.32 | |
Advanced Micro Devices (AMD) | 0.1 | $455k | 4.2k | 109.38 | ||
Tractor Supply Company (TSCO) | 0.1 | $454k | +44% | 1.9k | 233.18 | |
Humana (HUM) | 0.1 | $450k | +25% | 1.0k | 434.78 | |
Vulcan Materials Company (VMC) | 0.1 | $448k | +39% | 2.4k | 183.76 | |
Honeywell International (HON) | 0.1 | $448k | -4% | 2.3k | 194.61 | |
PerkinElmer (PKI) | 0.1 | $442k | +74% | 2.5k | 174.29 | |
Jacobs Engineering (J) | 0.1 | $441k | +94% | 3.2k | 137.94 | |
Intuitive Surgical Com New (ISRG) | 0.1 | $434k | -2% | 1.4k | 301.39 | |
BlackRock Income Trust (BKT) | 0.1 | $424k | 83k | 5.13 | ||
Credit Suisse Ag Nassau Brh X Link Gold Shs (GLDI) | 0.1 | $423k | 50k | 8.52 | ||
Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.1 | $420k | 9.0k | 46.85 | ||
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) | 0.1 | $419k | 6.0k | 69.83 | ||
Archer Daniels Midland Company (ADM) | 0.1 | $414k | +27% | 4.6k | 90.20 | |
Moody's Corporation (MCO) | 0.1 | $413k | +10% | 1.2k | 337.69 | |
S&p Global (SPGI) | 0.1 | $412k | +6% | 1.0k | 410.36 | |
Marsh & McLennan Companies (MMC) | 0.1 | $412k | +12% | 2.4k | 170.46 | |
salesforce (CRM) | 0.1 | $410k | -35% | 1.9k | 212.55 | |
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.1 | $400k | 5.4k | 73.98 | ||
Ansys (ANSS) | 0.1 | $400k | +39% | 1.3k | 317.46 | |
CVS Caremark Corporation (CVS) | 0.1 | $395k | 3.9k | 101.13 | ||
Verizon Communications (VZ) | 0.1 | $381k | -10% | 7.6k | 50.22 | |
Dow (DOW) | 0.1 | $379k | NEW | 5.9k | 63.77 | |
Deere & Company (DE) | 0.1 | $378k | +7% | 910.00 | 415.38 | |
Fortinet (FTNT) | 0.1 | $376k | -6% | 1.1k | 341.82 | |
Bio-techne Corporation (TECH) | 0.1 | $372k | +57% | 860.00 | 432.56 | |
Genuine Parts Company (GPC) | 0.1 | $366k | +65% | 2.9k | 125.86 | |
Illumina (ILMN) | 0.1 | $365k | +28% | 1.0k | 349.28 | |
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) | 0.1 | $364k | -87% | 4.0k | 91.69 | |
TransDigm Group Incorporated (TDG) | 0.1 | $361k | +36% | 554.00 | 651.62 | |
Prologis (PLD) | 0.1 | $357k | -23% | 2.2k | 161.25 | |
Netflix (NFLX) | 0.1 | $354k | -36% | 947.00 | 373.81 | |
Simon Property (SPG) | 0.1 | $353k | +18% | 2.7k | 131.47 | |
Hydrofarm Holdings Group Ord (HYFM) | 0.1 | $351k | NEW | 23k | 15.13 | |
Verisk Analytics (VRSK) | 0.1 | $347k | +34% | 1.6k | 214.46 | |
McDonald's Corporation (MCD) | 0.1 | $343k | -30% | 1.4k | 246.05 | |
General Motors Company (GM) | 0.1 | $343k | +21% | 7.8k | 43.77 | |
Altria (MO) | 0.1 | $341k | +6% | 6.5k | 52.28 | |
Live Nation Entertainment (LYV) | 0.1 | $340k | NEW | 2.9k | 117.81 | |
Freeport-mcmoran CL B (FCX) | 0.1 | $339k | NEW | 6.8k | 49.80 | |
Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $338k | 5.0k | 67.60 | ||
Fastenal Company (FAST) | 0.1 | $335k | +43% | 5.6k | 59.47 | |
BlackRock (BLK) | 0.0 | $331k | -22% | 433.00 | 764.43 | |
Public Storage (PSA) | 0.0 | $331k | +17% | 847.00 | 390.79 | |
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) | 0.0 | $330k | 11k | 28.95 | ||
Charter Communications Inc N Cl A (CHTR) | 0.0 | $328k | -12% | 601.00 | 545.76 | |
Sherwin-Williams Company (SHW) | 0.0 | $321k | +15% | 1.3k | 249.42 | |
Monster Beverage Corp (MNST) | 0.0 | $318k | +23% | 4.0k | 79.84 | |
Hp (HPQ) | 0.0 | $312k | NEW | 8.6k | 36.31 | |
Novartis Sponsored Adr (NVS) | 0.0 | $311k | NEW | 3.5k | 87.80 | |
Booking Holdings (BKNG) | 0.0 | $310k | -4% | 132.00 | 2348.48 | |
American Tower Reit (AMT) | 0.0 | $310k | -28% | 1.2k | 249.80 | |
Duke Energy Corp Com New (DUK) | 0.0 | $309k | +17% | 2.8k | 111.55 | |
Ishares Msci Jpn Etf New (EWJ) | 0.0 | $308k | 5.0k | 61.60 | ||
Welltower Inc Com reit (WELL) | 0.0 | $307k | +4% | 3.2k | 96.12 | |
Ecolab (ECL) | 0.0 | $306k | +28% | 1.7k | 176.37 | |
Steris Shs Usd (STE) | 0.0 | $305k | NEW | 1.3k | 241.68 | |
Wheaton Precious Metals Corp (WPM) | 0.0 | $302k | 6.3k | 47.63 | ||
ConocoPhillips (COP) | 0.0 | $302k | -28% | 3.0k | 100.10 | |
Kimberly-Clark Corporation (KMB) | 0.0 | $298k | 2.4k | 122.68 | ||
Vaneck Merk Gold Tr Gold Trust (OUNZ) | 0.0 | $294k | 16k | 18.85 | ||
Travelers Companies (TRV) | 0.0 | $291k | NEW | 1.6k | 182.56 | |
Newmont Mining Corporation (NEM) | 0.0 | $287k | NEW | 3.6k | 79.46 | |
Bristol Myers Squibb (BMY) | 0.0 | $286k | -25% | 3.9k | 73.00 | |
Cbre Group Cl A (CBRE) | 0.0 | $284k | +28% | 3.1k | 91.58 | |
Toro Company (TTC) | 0.0 | $281k | NEW | 3.3k | 85.54 | |
Regency Centers Corporation (REG) | 0.0 | $279k | NEW | 3.9k | 71.36 | |
Advanced Drain Sys Inc Del (WMS) | 0.0 | $279k | NEW | 2.4k | 118.67 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $278k | -12% | 697.00 | 398.85 | |
American Express Company (AXP) | 0.0 | $275k | -27% | 1.5k | 186.69 | |
CoStar (CSGP) | 0.0 | $274k | NEW | 4.1k | 66.49 | |
NVR (NVR) | 0.0 | $273k | +60% | 61.00 | 4475.41 | |
Cincinnati Financial Corporation (CINF) | 0.0 | $272k | -8% | 2.0k | 135.93 | |
Amgen (AMGN) | 0.0 | $271k | -27% | 1.1k | 241.96 | |
Nexstar Media Group Cl A (NXST) | 0.0 | $269k | NEW | 1.4k | 188.77 | |
3M Company (MMM) | 0.0 | $268k | -21% | 1.8k | 146.13 | |
Kraneshares Tr Global Carb Stra (KRBN) | 0.0 | $268k | 5.7k | 46.69 | ||
Ishares Tr Barclays 7 10 Yr (IEF) | 0.0 | $267k | -98% | 2.5k | 107.66 | |
Aon Shs Cl A (AON) | 0.0 | $266k | +22% | 818.00 | 325.18 | |
Brooks Automation (AZTA) | 0.0 | $258k | +52% | 3.1k | 82.88 | |
Hartford Financial Services (HIG) | 0.0 | $256k | NEW | 3.6k | 71.69 | |
Wstrn Ast Clymr Infltn Lkd Opts & Inc (WIW) | 0.0 | $255k | -45% | 21k | 12.02 | |
Devon Energy Corporation (DVN) | 0.0 | $255k | -29% | 4.3k | 59.10 | |
Dupont De Nemours (DD) | 0.0 | $254k | NEW | 3.5k | 73.56 | |
Stryker Corporation (SYK) | 0.0 | $253k | -19% | 945.00 | 267.72 | |
Anthem (ANTM) | 0.0 | $251k | -24% | 510.00 | 492.16 | |
AutoZone (AZO) | 0.0 | $251k | +16% | 123.00 | 2040.65 | |
Enterprise Ban (EBTC) | 0.0 | $249k | 6.2k | 40.10 | ||
Carrier Global Corporation (CARR) | 0.0 | $248k | +37% | 5.4k | 45.66 | |
Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $247k | NEW | 2.8k | 89.53 | |
General Dynamics Corporation (GD) | 0.0 | $246k | NEW | 1.0k | 240.94 | |
Service Corporation International (SCI) | 0.0 | $246k | +27% | 3.7k | 65.74 | |
Markel Corporation (MKL) | 0.0 | $243k | NEW | 165.00 | 1472.73 | |
Veeva Sys Cl A Com (VEEV) | 0.0 | $241k | +24% | 1.1k | 212.90 | |
Ishares Tr Short Treas Bd (SHV) | 0.0 | $241k | NEW | 2.2k | 110.25 | |
Pioneer Natural Resources (PXD) | 0.0 | $240k | NEW | 959.00 | 250.26 | |
Metropcs Communications (TMUS) | 0.0 | $240k | -30% | 1.9k | 128.21 | |
Servicenow (NOW) | 0.0 | $238k | -34% | 427.00 | 557.38 | |
Intercontinental Exchange (ICE) | 0.0 | $236k | -19% | 1.8k | 132.36 | |
O'reilly Automotive (ORLY) | 0.0 | $235k | -14% | 343.00 | 685.13 | |
Morningstar (MORN) | 0.0 | $235k | NEW | 862.00 | 272.62 | |
Selective Insurance (SIGI) | 0.0 | $230k | NEW | 2.6k | 89.49 | |
Enterprise Products Partners (EPD) | 0.0 | $228k | NEW | 8.8k | 25.85 | |
Westlake Chem Partners Com Unit Rp Lp (WLKP) | 0.0 | $227k | 8.4k | 27.02 | ||
Capri Holdings SHS (CPRI) | 0.0 | $227k | 4.4k | 51.30 | ||
General Electric Com New (GE) | 0.0 | $225k | -22% | 2.5k | 91.69 | |
O-i Glass (OI) | 0.0 | $219k | 17k | 13.18 | ||
Dollar General (DG) | 0.0 | $218k | -15% | 979.00 | 222.68 | |
Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $217k | 2.8k | 77.50 | ||
Williams-Sonoma (WSM) | 0.0 | $216k | NEW | 1.5k | 145.16 | |
Select Sector Spdr Tr Energy (XLE) | 0.0 | $214k | NEW | 2.8k | 76.43 | |
Aercap Holdings Nv SHS (AER) | 0.0 | $214k | 4.3k | 50.35 | ||
State Street Corporation (STT) | 0.0 | $213k | -19% | 2.4k | 87.08 | |
AMN Healthcare Services (AMN) | 0.0 | $212k | NEW | 2.0k | 104.38 | |
CSX Corporation (CSX) | 0.0 | $211k | -16% | 5.6k | 37.44 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $210k | 4.6k | 46.13 | ||
Crown Castle Intl (CCI) | 0.0 | $210k | -37% | 1.1k | 184.86 | |
At&t (T) | 0.0 | $209k | +4% | 9.0k | 23.30 | |
Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $209k | 937.00 | 223.05 | ||
Western Asset Mrtg Defined Oppn Fund (DMO) | 0.0 | $208k | 16k | 13.38 | ||
Valero Energy Corporation (VLO) | 0.0 | $206k | NEW | 2.0k | 101.33 | |
Invesco Currencyshares Cdn D CDN DLR SHS (FXC) | 0.0 | $205k | 2.6k | 78.24 | ||
CarMax (KMX) | 0.0 | $205k | NEW | 2.1k | 96.43 | |
Roper Industries (ROP) | 0.0 | $204k | -21% | 431.00 | 473.32 | |
Old Dominion Freight Line (ODFL) | 0.0 | $201k | NEW | 674.00 | 298.22 | |
Ford Motor Company (F) | 0.0 | $185k | -24% | 11k | 16.72 | |
Sofi Technologies (SOFI) | 0.0 | $122k | 13k | 9.42 | ||
Wheels Up Experience Com Cl A (UP) | 0.0 | $44k | NEW | 14k | 3.14 | |
Didi Global Sponsored Ads (DIDI) | 0.0 | $33k | NEW | 13k | 2.49 | |
Clearbridge Mlp And Mids (CEM) | 0.0 | $0 | NEW | 0 | 0.00 |
Past Filings by Proficio Capital Partners
SEC 13F filings are viewable for Proficio Capital Partners going back to 2015
- Proficio Capital Partners 2022 Q1 filed May 13, 2022
- Proficio Capital Partners 2021 Q4 filed Feb. 11, 2022
- Proficio Capital Partners 2021 Q3 filed Nov. 15, 2021
- Proficio Capital Partners 2021 Q2 filed Aug. 16, 2021
- Proficio Capital Partners 2021 Q2 restated filed Aug. 16, 2021
- Proficio Capital Partners 2021 Q1 filed May 14, 2021
- Proficio Capital Partners 2020 Q4 filed Feb. 11, 2021
- Proficio Capital Partners 2020 Q3 filed Nov. 2, 2020
- Proficio Capital Partners 2020 Q2 filed Aug. 14, 2020
- Proficio Capital Partners 2020 Q1 filed May 6, 2020
- Proficio Capital Partners 2019 Q4 filed Feb. 13, 2020
- Proficio Capital Partners 2019 Q3 filed Nov. 13, 2019
- Proficio Capital Partners 2019 Q2 filed Aug. 13, 2019
- Proficio Capital Partners 2019 Q1 filed May 13, 2019
- Proficio Capital Partners 2018 Q4 filed Feb. 8, 2019
- Proficio Capital Partners 2018 Q3 filed Nov. 13, 2018