Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Wiley Bros.-aintree Capital

Latest statistics and disclosures from &partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, IVV, IJH, MSFT, NVDA, and represent 13.70% of &partners's stock portfolio.
Added to shares of these 10 stocks: IEMG (+$75M), IJH (+$53M), IVV (+$50M), AGG (+$47M), AAPL (+$33M), MSFT (+$32M), NVDA (+$29M), DFAI (+$29M), BNDX (+$26M), AMZN (+$25M).
Started 224 new stock positions in FRSH, TBLL, JSCP, UFPT, CNM, SUNB, IDEF, QGRO, PSKY, FIZZ.
Reduced shares in these 10 stocks: NXT (-$30M), TDIV (-$16M), AstraZeneca (-$12M), FXU (-$12M), IYF (-$11M), IWD (-$11M), FDN (-$10M), RSP (-$9.8M), XLC (-$6.8M), COWZ (-$6.4M).
Sold out of its positions in ADT, AEG, Aerovironment, Airbnb, Air Lease Corp, Akamai Technologies Inc Note 1.125 2/1, Alliant Energy Corp, ALT, AstraZeneca, TEAM.
&partners was a net buyer of stock by $1.5B.
&partners has $20B in assets under management (AUM), dropping by 5.84%.
Central Index Key (CIK): 0000107136

Tip: Access up to 7 years of quarterly data

Positions held by Wiley Bros.-aintree Capital consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for &partners

&partners holds 2395 positions in its portfolio as reported in the March 2026 quarterly 13F filing

&partners has 2395 total positions. Only the first 250 positions are shown.

Sign up to view all of the &partners March 31, 2026 positions
Download the &partners March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	3.5	$706M	+4%	2.8M	253.89	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.8	$557M	+9%	851k	654.27	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.6	$526M	+11%	7.8M	67.63	View chart
Microsoft Corporation (MSFT)	2.6	$523M	+6%	1.4M	370.64	View chart
NVIDIA Corporation (NVDA)	2.3	$460M	+6%	2.6M	174.08	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.9	$389M	+13%	3.9M	99.34	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.8	$355M	+8%	9.1M	38.99	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.5	$299M	+5%	3.3M	90.60	View chart
Broadcom (AVGO)	1.4	$274M	+2%	884k	309.55	View chart
JPMorgan Chase & Co. (JPM)	1.3	$265M	+2%	937k	283.28	View chart
Amazon (AMZN)	1.3	$262M	+10%	1.3M	207.49	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.3	$261M	+6%	909k	287.01	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.0	$201M	+10%	308k	650.21	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.9	$191M	+16%	4.0M	48.14	View chart
Johnson & Johnson (JNJ)	0.9	$186M		761k	244.48	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$181M		304k	596.99	View chart
Wal-Mart Stores (WMT)	0.8	$169M		1.4M	124.29	View chart
Meta Platforms Cl A (META)	0.8	$161M	+8%	281k	572.30	View chart
Eli Lilly & Co. (LLY)	0.8	$158M	+6%	172k	919.82	View chart
Vanguard Index Fds Growth Etf (VUG)	0.7	$141M	+6%	321k	437.58	View chart
Ishares Core Msci Emkt (IEMG)	0.7	$139M	+116%	2.0M	69.86	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.6	$128M	+9%	666k	192.12	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$123M		571k	215.03	View chart
Exxon Mobil Corporation (XOM)	0.6	$121M		715k	169.65	View chart
Visa Com Cl A (V)	0.6	$121M	+7%	401k	301.96	View chart
Costco Wholesale Corporation (COST)	0.6	$117M	+3%	118k	992.61	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.6	$113M	+11%	2.6M	42.59	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.5	$110M	+14%	4.9M	22.44	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$110M		383k	286.80	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$109M	+4%	216k	503.59	View chart
Chevron Corporation (CVX)	0.5	$108M		523k	206.70	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.5	$102M	+12%	1.3M	78.55	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$101M		814k	124.50	View chart
Procter & Gamble Company (PG)	0.5	$99M	+31%	687k	144.34	View chart
Amgen (AMGN)	0.5	$99M		280k	351.93	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$98M	+7%	499k	196.86	View chart
McDonald's Corporation (MCD)	0.5	$97M	+3%	311k	310.71	View chart
Goldman Sachs (GS)	0.5	$93M	+2%	109k	855.60	View chart
Tesla Motors (TSLA)	0.5	$91M	+11%	245k	372.22	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.4	$90M	+8%	2.2M	40.24	View chart
Home Depot (HD)	0.4	$87M	+8%	263k	328.84	View chart
Abbvie (ABBV)	0.4	$86M	+3%	397k	217.34	View chart
Cisco Systems (CSCO)	0.4	$86M	+2%	1.1M	77.58	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$85M	+11%	1.3M	64.27	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$83M	+6%	259k	321.19	View chart
Blackrock (BLK)	0.4	$81M		84k	961.60	View chart
Verizon Communications (VZ)	0.4	$79M	+11%	1.7M	45.88	View chart
Nextera Energy (NEE)	0.4	$79M		848k	92.78	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$78M	+6%	270k	286.98	View chart
Caterpillar (CAT)	0.4	$77M	+8%	108k	708.83	View chart
Morgan Stanley Etf Trust Eaton Vance Inte (EVIM)	0.4	$77M	+14%	1.5M	52.76	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$76M	-2%	131k	577.88	View chart
PNC Financial Services (PNC)	0.4	$74M	+11%	354k	207.95	View chart
Micron Technology (MU)	0.4	$73M	+7%	193k	376.57	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.4	$73M	+5%	892k	81.28	View chart
Pepsi (PEP)	0.3	$70M	+3%	451k	155.29	View chart
Palantir Technologies Cl A (PLTR)	0.3	$68M	+2%	465k	146.29	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.3	$68M	+42%	794k	85.04	View chart
Lowe's Companies (LOW)	0.3	$66M	-4%	279k	234.76	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.3	$65M	+22%	1.9M	33.49	View chart
AFLAC Incorporated (AFL)	0.3	$65M		591k	109.76	View chart
Analog Devices (ADI)	0.3	$64M	-5%	201k	317.74	View chart
General Dynamics Corporation (GD)	0.3	$63M		185k	343.32	View chart
Constellation Energy (CEG)	0.3	$63M	+15%	226k	279.35	View chart
TJX Companies (TJX)	0.3	$62M	+11%	390k	159.73	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$62M	+5%	144k	430.32	View chart
EOG Resources (EOG)	0.3	$62M	+13%	427k	144.46	View chart
Merck & Co (MRK)	0.3	$61M		507k	120.33	View chart
Chubb (CB)	0.3	$60M		185k	325.75	View chart
International Business Machines (IBM)	0.3	$60M	+13%	247k	242.38	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.3	$60M	+4%	1.2M	50.57	View chart
Automatic Data Processing (ADP)	0.3	$60M	+2%	293k	203.25	View chart
Abbott Laboratories (ABT)	0.3	$59M		576k	102.50	View chart
Eaton Corp SHS (ETN)	0.3	$59M	+12%	165k	357.70	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$59M	+8%	441k	132.88	View chart
Applied Materials (AMAT)	0.3	$58M	+8%	169k	342.05	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$58M	+9%	1.1M	54.09	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.3	$57M	-5%	1.2M	46.19	View chart
Gilead Sciences (GILD)	0.3	$54M	+8%	384k	139.48	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$52M		366k	142.32	View chart
Williams Companies (WMB)	0.2	$50M	+11%	692k	72.84	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$50M	+2%	601k	82.76	View chart
Raytheon Technologies Corp (RTX)	0.2	$50M	+4%	258k	192.82	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$49M		437k	113.01	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.2	$49M	+8%	1.3M	38.47	View chart
L3harris Technologies (LHX)	0.2	$49M		141k	345.29	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$48M	-16%	252k	191.78	View chart
ConocoPhillips (COP)	0.2	$48M	+10%	364k	132.13	View chart
Lockheed Martin Corporation (LMT)	0.2	$48M		80k	603.96	View chart
Phillips 66 (PSX)	0.2	$48M	-6%	263k	181.82	View chart
Oracle Corporation (ORCL)	0.2	$48M	+19%	324k	146.88	View chart
Linde SHS (LIN)	0.2	$47M	-5%	95k	495.41	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$44M	+3%	131k	337.64	View chart
Palo Alto Networks (PANW)	0.2	$44M	+36%	275k	160.43	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.2	$43M	+4%	1.4M	29.49	View chart
Ge Aerospace Com New (GE)	0.2	$43M	+2%	150k	283.76	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$42M	+8%	161k	262.40	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$42M	+8%	200k	211.19	View chart
Mastercard Incorporated Cl A (MA)	0.2	$42M	+6%	84k	499.92	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$41M		209k	198.45	View chart
Spdr Series Trust State Street Spd (BIL)	0.2	$41M	-3%	451k	91.78	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$41M		558k	73.58	View chart
Medtronic SHS (MDT)	0.2	$41M	+4%	469k	86.43	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$40M	+12%	662k	59.77	View chart
At&t (T)	0.2	$39M	+8%	1.4M	29.00	View chart
Emerson Electric (EMR)	0.2	$39M	-4%	297k	130.95	View chart
Garmin SHS (GRMN)	0.2	$38M	+12%	164k	232.29	View chart
Illinois Tool Works (ITW)	0.2	$38M	-8%	144k	260.13	View chart
Qualcomm (QCOM)	0.2	$37M	+3%	291k	128.67	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$37M	+2%	660k	56.62	View chart
American Electric Power Company (AEP)	0.2	$37M	+4%	281k	131.25	View chart
Coca-Cola Company (KO)	0.2	$37M	+7%	484k	76.00	View chart
Netflix (NFLX)	0.2	$37M	+7%	382k	96.33	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$35M	+10%	458k	77.36	View chart
Bank of America Corporation (BAC)	0.2	$35M	+8%	710k	48.81	View chart
Paychex (PAYX)	0.2	$34M	-4%	371k	92.20	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$34M	+2%	582k	58.26	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$33M	+27%	109k	298.77	View chart
Union Pacific Corporation (UNP)	0.2	$32M	+10%	134k	242.43	View chart
salesforce (CRM)	0.2	$32M	+18%	172k	186.73	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.2	$32M	+48%	1.9M	16.70	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.2	$32M	+7%	732k	43.58	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.2	$31M	+11%	1.5M	20.96	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$31M	+4%	45k	699.05	View chart
Air Products & Chemicals (APD)	0.2	$31M	+14%	107k	290.72	View chart
Philip Morris International (PM)	0.1	$30M	+2%	184k	165.38	View chart
Cme (CME)	0.1	$30M	+9%	101k	295.51	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$29M	+20%	856k	34.40	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$29M	+19%	212k	138.53	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$29M		197k	148.12	View chart
3M Company (MMM)	0.1	$29M	-4%	154k	189.23	View chart
W.W. Grainger (GWW)	0.1	$29M	-3%	26k	1090.17	View chart
Boeing Company (BA)	0.1	$28M	+5%	143k	199.05	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$28M		113k	248.12	View chart
Duke Energy Corp Com New (DUK)	0.1	$28M	+7%	216k	129.21	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$28M		87k	318.14	View chart
UnitedHealth (UNH)	0.1	$28M	-7%	104k	266.40	View chart
Servicenow (NOW)	0.1	$28M	+204%	266k	104.53	View chart
Lam Research Corp Com New (LRCX)	0.1	$28M	+10%	130k	213.78	View chart
McKesson Corporation (MCK)	0.1	$27M	+11%	32k	866.27	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$27M		343k	79.29	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$27M		384k	70.19	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$27M	+2%	276k	97.12	View chart
American Tower Reit (AMT)	0.1	$27M	+10%	154k	172.44	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$26M	+6%	348k	75.07	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$26M	+3%	20k	1314.86	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$26M	+12%	141k	184.33	View chart
American Express Company (AXP)	0.1	$26M	+3%	86k	301.83	View chart
Morgan Stanley Com New (MS)	0.1	$26M	+6%	156k	164.27	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$25M	+15%	503k	50.39	View chart
Nucor Corporation (NUE)	0.1	$25M		149k	168.79	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$25M	+3%	58k	431.45	View chart
Digital Realty Trust (DLR)	0.1	$25M	+16%	139k	180.39	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$25M		200k	124.80	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.1	$25M	+342%	1.5M	16.49	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$25M	+21%	503k	49.36	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$25M	+3%	675k	36.66	View chart
Ge Vernova (GEV)	0.1	$25M	+16%	28k	871.78	View chart
Starbucks Corporation (SBUX)	0.1	$25M	-18%	274k	89.39	View chart
Advanced Micro Devices (AMD)	0.1	$24M	+7%	120k	203.38	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$24M	+6%	219k	109.72	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$24M	-3%	61k	390.35	View chart
Quest Diagnostics Incorporated (DGX)	0.1	$24M	+9%	122k	196.13	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$24M	+42%	473k	50.53	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$23M	-39%	250k	93.76	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$23M		379k	61.23	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.1	$23M	+22%	643k	35.93	View chart
Capital Group Global Equity SHS (CGGE)	0.1	$23M	+17%	754k	30.53	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$23M	+14%	106k	217.24	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$23M	+3%	307k	74.35	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$23M		332k	68.23	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$22M	-14%	61k	368.64	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$22M	+19%	438k	50.90	View chart
Novartis Sponsored Adr (NVS)	0.1	$22M	+7%	143k	152.76	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$22M		143k	151.37	View chart
Parker-Hannifin Corporation (PH)	0.1	$22M	+4%	24k	891.94	View chart
Citigroup Com New (C)	0.1	$21M	-6%	188k	113.47	View chart
Waste Management (WM)	0.1	$21M	+10%	93k	229.82	View chart
Prologis (PLD)	0.1	$21M		161k	132.00	View chart
Kla Corp Com New (KLAC)	0.1	$21M	+6%	14k	1474.64	View chart
Kinder Morgan (KMI)	0.1	$21M	-6%	632k	33.54	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.1	$21M	-7%	244k	86.41	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$21M	+68%	183k	115.28	View chart
S&p Global (SPGI)	0.1	$21M	-14%	49k	424.07	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$21M	+19%	412k	50.14	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.1	$21M	+2%	717k	28.79	View chart
Snap-on Incorporated (SNA)	0.1	$21M	+13%	57k	363.43	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$21M	-33%	96k	215.17	View chart
Pfizer (PFE)	0.1	$21M	+8%	731k	28.08	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$20M		219k	92.94	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$20M	+26%	180k	110.92	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$20M	+78%	469k	42.64	View chart
Deere & Company (DE)	0.1	$20M	+4%	35k	563.31	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$20M		398k	49.76	View chart
Truist Financial Corp equities (TFC)	0.1	$20M	+23%	429k	45.98	View chart
Altria (MO)	0.1	$20M	+22%	296k	66.06	View chart
Honeywell International	0.1	$20M	+6%	88k	221.96	View chart
Mccormick & Co Com Non Vtg (MKC)	0.1	$19M	+23%	387k	50.16	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.1	$19M	+11%	474k	40.56	View chart
Bank of New York Mellon Corporation (BNY)	0.1	$19M	+2%	162k	118.06	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.1	$19M	+15%	730k	26.25	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$19M	+13%	73k	257.35	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$19M	+2%	971k	19.30	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$19M	-3%	204k	91.31	View chart
Wec Energy Group (WEC)	0.1	$18M	-6%	158k	115.76	View chart
Stryker Corporation (SYK)	0.1	$18M	+14%	56k	328.84	View chart
Arista Networks Com Shs (ANET)	0.1	$18M	+23%	147k	122.69	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$18M	-11%	184k	97.70	View chart
Enterprise Products Partners (EPD)	0.1	$18M		476k	37.83	View chart
Trust For Professional Man Activepassive Us (APUE)	0.1	$18M	+12%	449k	40.08	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$18M		204k	88.16	View chart
Janus Detroit Str Tr Hendersn Sml Etf (JSMD)	0.1	$18M	+32%	225k	79.89	View chart
Southern Company (SO)	0.1	$18M	+4%	185k	96.51	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$18M	-26%	285k	62.47	View chart
Tidal Trust Iii Fundstrat Granny (GRNJ)	0.1	$18M	+164%	698k	25.15	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	0.1	$18M	+4%	372k	46.95	View chart
Texas Instruments Incorporated (TXN)	0.1	$17M	+6%	92k	188.66	View chart
Walt Disney Company (DIS)	0.1	$17M	+8%	179k	96.39	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.1	$17M	-4%	435k	39.40	View chart
Nomura Etf Tr Focused Emerging (EMEQ)	0.1	$17M	+19%	378k	45.26	View chart
Newmont Mining Corporation (NEM)	0.1	$17M	-3%	101k	169.62	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$17M		827k	20.42	View chart
Marathon Petroleum Corp (MPC)	0.1	$17M	+11%	69k	242.76	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$17M	+50%	343k	48.93	View chart
Corning Incorporated (GLW)	0.1	$17M	+12%	123k	135.90	View chart
Sempra Energy (SRE)	0.1	$17M	+15%	172k	97.39	View chart
Arch Cap Group Ord (ACGL)	0.1	$17M	+22%	172k	96.18	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$17M		43k	384.08	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$17M		155k	106.01	View chart
First Tr Exchange-traded Indxx Aerospace (MISL)	0.1	$16M	+35%	366k	44.71	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$16M	+2%	35k	463.06	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$16M	+11%	294k	55.52	View chart
Charles Schwab Corporation (SCHW)	0.1	$16M		173k	93.99	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$16M	+10%	528k	30.68	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$16M	-20%	257k	62.92	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$16M	+2%	193k	83.57	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$16M	+42%	162k	98.13	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$16M	+22%	276k	57.68	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$16M	+26%	142k	111.54	View chart
Enbridge (ENB)	0.1	$16M	-4%	305k	51.65	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.1	$16M	+1119%	78k	200.82	View chart
Marsh & McLennan Companies (MRSH)	0.1	$16M	+14%	90k	173.09	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$16M		301k	51.82	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$16M	+49%	192k	80.79	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$15M	+17%	566k	27.24	View chart
Wells Fargo & Company (WFC)	0.1	$15M	+14%	193k	79.53	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$15M	-3%	177k	86.63	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.1	$15M	+33%	335k	45.68	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$15M	+83%	136k	111.36	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$15M	+4%	492k	30.40	View chart

Past Filings by &partners

SEC 13F filings are viewable for &partners going back to 2018

&partners 2026 Q1 filed May 15, 2026
&partners 2025 Q4 filed Feb. 17, 2026
&partners 2025 Q3 filed Nov. 14, 2025
&partners 2025 Q2 filed Aug. 14, 2025
&partners 2025 Q1 filed May 15, 2025
&partners 2024 Q4 filed Feb. 14, 2025
&partners 2024 Q3 filed Nov. 14, 2024
&partners 2024 Q2 filed July 24, 2024
&partners 2024 Q1 filed April 11, 2024
&partners 2023 Q4 filed Jan. 9, 2024
&partners 2023 Q3 filed Oct. 6, 2023
Wiley Bros.-aintree Capital 2023 Q2 filed July 5, 2023
Wiley Bros.-aintree Capital 2023 Q1 filed April 6, 2023
Wiley Bros.-aintree Capital 2022 Q4 filed Jan. 10, 2023
Wiley Bros.-aintree Capital 2022 Q3 filed Oct. 11, 2022
Wiley Bros.-aintree Capital 2022 Q2 filed July 6, 2022

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z