AE Wealth Management LLC

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
2580
Quarter
2025 Q4
Top Holding
AAPL (3.4%)
Top 10 Concentration
21.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 2580
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
AAPL
APPLE INC
Technology 3.36% 3.26% #1 1
Prev: #2
3.4 140,705 7.0%
P
S
2,150,834 $584,726,221 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 3.29% 3.33% #2 1
Prev: #1
3.3 274,737 9.8%
P
S
3,071,793 $572,889,965 2017 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 2.86% 2.91% #3
Prev: #3
3.2 151,592 17.2%
P
S
1,031,541 $498,874,535 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VNLA
JANUS DETROIT S...
ETF 2.11% 2.24% #4
Prev: #4
2.9 360,210 5.1%
P
S
7,482,698 $367,699,686 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 2.00% 1.92% #5 2
Prev: #7
2.8 136,709 10.0%
P
S
1,507,901 $348,053,711 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IVV
ISHARES TR
ETF 1.99% 1.99% #6
Prev: #6
2.8 40,031 8.6%
P
S
506,948 $347,230,181 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPYG
SPDR SERIES TRU...
Unknown 1.80% 2.01% #7 2
Prev: #5
0.7 -67,734 -2.2%
P
S
2,942,685 $313,984,727 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC
Communication Services 1.60% 1.43% #8 1
Prev: #9
0.7 -33,095 -3.6%
P
S
891,832 $279,144,695 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AVIG
AMERICAN CENTY ...
Bond/Debt 1.47% 1.37% #9 1
Prev: #10
2.6 978,886 19.2%
P
S
6,089,059 $255,271,610 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
META
META PLATFORMS ...
Communication Services 1.32% 1.46% #10 2
Prev: #8
2.6 36,379 11.7%
P
S
347,551 $229,416,878 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AVGO
BROADCOM INC
Technology 1.23% 1.24% #11 1
Prev: #12
2.5 25,946 4.4%
P
S
617,694 $213,784,068 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VOO
VANGUARD INDEX ...
ETF 1.22% 1.30% #12 1
Prev: #11
2.5 6,423 1.9%
P
S
338,280 $212,147,326 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPYV
SPDR SERIES TRU...
Unknown 1.14% 1.10% #13
Prev: #13
2.5 381,186 12.2%
P
S
3,499,178 $198,788,185 2019 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IWY
ISHARES TR
ETF 1.01% 1.09% #14
Prev: #14
2.4 12,365 2.0%
P
S
638,124 $176,722,194 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PYLD
PIMCO ETF TR
ETF 0.99% 0.81% #15 4
Prev: #19
2.5 1,716,503 36.0%
P
S
6,479,219 $172,865,587 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JPM
JPMORGAN CHASE ...
Financial Services 0.96% 0.96% #16 1
Prev: #15
2.4 38,562 8.1%
P
S
516,607 $166,461,283 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BOND
PIMCO ETF TR
ETF 0.79% 0.60% #17 15
Prev: #32
2.5 477,930 47.6%
P
S
1,482,067 $137,950,743 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SIXO
AIM ETF PRODUCT...
ETF 0.78% 0.00% #18 1075
Prev: #1093
2.6 3,921,306 35648.2%
P
S
3,932,306 $136,568,970 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SCEC
CAPITOL SER TR
Unknown 0.77% 0.84% #19 1
Prev: #18
2.3 117,441 2.3%
P
S
5,279,478 $133,861,153 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BRK/B
BERKSHIRE HATHA...
Financial Services 0.77% 0.89% #20 4
Prev: #16
0.3 -12,193 -4.4%
P
S
265,883 $133,646,677 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DECU
AIM ETF PRODUCT...
ETF 0.74% 0.81% #21 1
Prev: #20
0.3 -17,214 -0.4%
P
S
4,731,507 $129,595,975 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
JAAA
JANUS DETROIT S...
ETF 0.73% 0.78% #22 1
Prev: #21
2.3 115,351 4.8%
P
S
2,531,709 $128,053,716 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
XOM
EXXON MOBIL COR...
Energy 0.67% 0.67% #23 5
Prev: #28
2.3 42,953 4.6%
P
S
969,410 $116,659,426 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IEMG
ISHARES INC
ETF 0.66% 0.73% #24 1
Prev: #23
0.3 -28,161 -1.6%
P
S
1,719,605 $115,591,896 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPLG
SPDR SERIES TRU...
ETF 0.66% 0.72% #25 1
Prev: #24
0.3 -13,518 -0.9%
P
S
1,429,104 $114,642,662 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
USMC
PRINCIPAL EXCHA...
ETF 0.00% 0.02%
Sold All 😨
(Was: #406)
0.3 -57,159 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LCG
NORTHERN LTS FD...
ETF 0.00% 0.02%
Sold All 😨
(Was: #507)
0.3 -76,200 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CHTR
CHARTER COMMUNI...
Communication Services 0.00% 0.02%
Sold All 😨
(Was: #518)
0.3 -8,752 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CDW
CDW CORP
Technology 0.00% 0.01%
Sold All 😨
(Was: #543)
0.3 -13,719 -100.0%
CLOSED
$— 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SCCO
SOUTHERN COPPER...
Basic Materials 0.00% 0.01%
Sold All 😨
(Was: #635)
0.3 -12,614 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
UI
UBIQUITI INC
Technology 0.00% 0.01%
Sold All 😨
(Was: #654)
0.3 -2,180 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TTE
TOTALENERGIES S...
Energy 0.00% 0.01%
Sold All 😨
(Was: #657)
0.3 -24,014 -100.0%
CLOSED
$— 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
STLA
STELLANTIS N.V
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #711)
0.3 -128,663 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
KD
KYNDRYL HLDGS I...
Technology 0.00% 0.01%
Sold All 😨
(Was: #736)
0.3 -36,004 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PRAY
NEOS ETF TRUST
ETF 0.00% 0.01%
Sold All 😨
(Was: #767)
0.3 -30,109 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
K
KELLANOVA
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #845)
0.3 -8,639 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PAG
PENSKE AUTOMOTI...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #890)
0.3 -3,628 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GLPI
GAMING & LEISUR...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #954)
0.3 -11,364 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PTIR
GRANITESHARES E...
ETF 0.00% 0.00%
Sold All 😨
(Was: #968)
0.3 -15,753 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ZS
ZSCALER INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #1011)
0.3 -1,529 -100.0%
CLOSED
$— 2019 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TSLL
DIREXION SHS ET...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1036)
0.3 -19,853 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BAH
BOOZ ALLEN HAMI...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1061)
0.3 -3,993 -100.0%
CLOSED
$— 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CBSH
COMMERCE BANCSH...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1077)
0.3 -6,461 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ALLY
ALLY FINL INC
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1112)
0.3 -9,066 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IBHE
ISHARES TR
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #1113)
0.3 -15,213 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VSEC
VSE CORP
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1126)
0.3 -2,066 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GTLS
CHART INDS INC
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1127)
0.3 -1,714 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IPG
INTERPUBLIC GRO...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #1135)
0.3 -12,092 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ADC
AGREE RLTY CORP
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #1147)
0.3 -4,653 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AIT
APPLIED INDL TE...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1175)
0.3 -1,175 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BMRN
BIOMARIN PHARMA...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1202)
0.3 -5,260 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TEM
TEMPUS AI INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1204)
0.3 -3,513 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CRS
CARPENTER TECHN...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1214)
0.3 -1,143 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FTAI
FTAI AVIATION L...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1219)
0.3 -1,661 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DOCU
DOCUSIGN INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #1223)
0.3 -3,838 -100.0%
CLOSED
$— 2019 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NET
CLOUDFLARE INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #1226)
0.3 -1,273 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AVAV
AEROVIRONMENT I...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1231)
0.3 -864 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CBRL
CRACKER BARREL ...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1233)
0.3 -6,152 -100.0%
CLOSED
$— 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
G
GENPACT LIMITED
Technology 0.00% 0.00%
Sold All 😨
(Was: #1234)
0.3 -6,467 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CZR
CAESARS ENTERTA...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1238)
0.3 -9,976 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ELS
EQUITY LIFESTYL...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #1257)
0.3 -4,249 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ARE
ALEXANDRIA REAL...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #1264)
0.3 -3,053 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FPX
FIRST TR EXCHAN...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1277)
0.3 -1,503 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ACM
AECOM
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1282)
0.3 -1,907 -100.0%
CLOSED
$— 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CRC
CALIFORNIA RES ...
Energy 0.00% 0.00%
Sold All 😨
(Was: #1284)
0.3 -4,671 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
UFPI
UFP INDUSTRIES ...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #1291)
0.3 -2,635 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MNDY
MONDAY COM LTD
Technology 0.00% 0.00%
Sold All 😨
(Was: #1305)
0.3 -1,240 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FLO
FLOWERS FOODS I...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #1313)
0.3 -18,097 -100.0%
CLOSED
$— 2019 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NE
NOBLE CORP PLC
Energy 0.00% 0.00%
Sold All 😨
(Was: #1321)
0.3 -8,258 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
LRN
STRIDE INC
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #1332)
0.3 -1,540 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CXT
CRANE NXT CO
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1339)
0.3 -3,370 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PRI
PRIMERICA INC
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1341)
0.3 -811 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MHK
MOHAWK INDS INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1348)
0.3 -1,713 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CNH
CNH INDL N V
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1350)
0.3 -20,162 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
POWL
POWELL INDS INC
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1365)
0.3 -699 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PULS
PGIM ETF TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #1372)
0.3 -4,225 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LITE
LUMENTUM HLDGS ...
Technology 0.00% 0.00%
Sold All 😨
(Was: #1377)
0.3 -1,285 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FPI
FARMLAND PARTNE...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #1384)
0.3 -19,100 -100.0%
CLOSED
$— 2019 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AMH
AMERICAN HOMES ...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #1394)
0.3 -6,149 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ITT
ITT INC
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1402)
0.3 -1,124 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IBTF
ISHARES TR
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #1434)
0.3 -7,479 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NUGT
DIREXION SHS ET...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1476)
0.3 -934 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FLXR
TCW ETF TRUST
ETF 0.00% 0.00%
Sold All 😨
(Was: #1492)
0.3 -3,294 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
RITM
RITHM CAPITAL C...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #1520)
0.3 -10,403 -100.0%
CLOSED
$— 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SLNZ
TCW ETF TRUST
ETF 0.00% 0.00%
Sold All 😨
(Was: #1542)
0.3 -2,339 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DVAL
FRANKLIN TEMPLE...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1549)
0.3 -7,429 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NGD
NEW GOLD INC CD...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #1601)
0.3 -12,163 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IG
PRINCIPAL EXCHA...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1622)
0.3 -3,870 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PHYL
PGIM ETF TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #1736)
0.3 -1,268 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PAAA
PGIM ETF TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #1754)
0.3 -811 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BSCP
INVESCO EXCH TR...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1755)
0.3 -2,000 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ERTH
INVESCO EXCHANG...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1784)
0.3 -753 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PSEC
PROSPECT CAP CO...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1801)
0.3 -12,018 -100.0%
CLOSED
$— 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IBDQ
ISHARES TR
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #1804)
0.3 -1,264 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GUSH
DIREXION SHS ET...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1817)
0.3 -1,205 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FNDB
SCHWAB STRATEGI...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #1827)
0.3 -1,110 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EUSA
ISHARES INC
ETF 0.00% 0.00%
Sold All 😨
(Was: #1851)
0.3 -250 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SABR
SABRE CORP
Technology 0.00% 0.00%
Sold All 😨
(Was: #1889)
0.3 -11,258 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
HRTX
HERON THERAPEUT...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1908)
0.3 -14,651 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
QVML
INVESCO EXCH TR...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1919)
0.3 -443 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TMF
DIREXION SHS ET...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1924)
0.3 -418 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DWX
SPDR INDEX SHS ...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #1938)
0.3 -352 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MYCF
SSGA ACTIVE TR
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1954)
0.3 -546 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PIT
VANECK ETF TRUS...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1955)
0.3 -250 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MKC/V
MCCORMICK & CO ...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #1963)
0.3 -198 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DRUP
GRANITESHARES E...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1964)
0.3 -200 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
OCTD
INNOVATOR ETFS ...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1972)
0.3 -519 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CAPE
DOUBLELINE ETF ...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2013)
0.3 -274 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SQEW
TWO RDS SHARED ...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2043)
0.3 -172 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RWK
INVESCO EXCH TR...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2045)
0.3 -49 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HYSA
BONDBLOXX ETF T...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2046)
0.3 -397 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SENS
SENSEONICS HLDG...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #2054)
0.3 -13,534 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FFLC
FIDELITY COVING...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #2062)
0.3 -108 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PREF
PRINCIPAL EXCHA...
Preferred 0.00% 0.00%
Sold All 😨
(Was: #2063)
0.3 -293 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOY
TIDAL TRUST II
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2077)
0.3 -359 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
OUSM
ALPS ETF TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #2100)
0.3 -96 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IAK
ISHARES TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #2114)
0.3 -27 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IDNA
ISHARES TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #2116)
0.3 -148 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JNEU
AIM ETF PRODUCT...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2120)
0.3 -112 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AUGU
AIM ETF PRODUCT...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2124)
0.3 -112 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SEPU
AIM ETF PRODUCT...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2125)
0.3 -112 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
JANU
AIM ETF PRODUCT...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2127)
0.3 -112 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FEBU
AIM ETF PRODUCT...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2132)
0.3 -112 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
JMSI
J P MORGAN EXCH...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2137)
0.3 -58 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
USOY
TIDAL TRUST II
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2144)
0.3 -350 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PBUS
INVESCO EXCH TR...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2151)
0.3 -37 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VOTE
TCW ETF TRUST
ETF 0.00% 0.00%
Sold All 😨
(Was: #2156)
0.3 -30 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TUR
ISHARES INC
ETF 0.00% 0.00%
Sold All 😨
(Was: #2175)
0.3 -54 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BSJP
INVESCO EXCH TR...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2178)
0.3 -77 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
EWP
ISHARES INC
ETF 0.00% 0.00%
Sold All 😨
(Was: #2181)
0.3 -34 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EWW
ISHARES INC
ETF 0.00% 0.00%
Sold All 😨
(Was: #2185)
0.3 -23 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
EWO
ISHARES INC
ETF 0.00% 0.00%
Sold All 😨
(Was: #2186)
0.3 -48 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FLAU
FRANKLIN TEMPLE...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2194)
0.3 -44 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EWM
ISHARES INC
ETF 0.00% 0.00%
Sold All 😨
(Was: #2208)
0.3 -44 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RPAR
TIDAL TRUST I
ETF 0.00% 0.00%
Sold All 😨
(Was: #2209)
0.3 -54 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NFTY
FIRST TR EXCH T...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2217)
0.3 -16 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PSC
PRINCIPAL EXCHA...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2225)
0.3 -13 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EPHE
ISHARES TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #2226)
0.3 -29 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
WFH
DIREXION SHS ET...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2227)
0.3 -10 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
THD
ISHARES INC
ETF 0.00% 0.00%
Sold All 😨
(Was: #2228)
0.3 -12 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPVU
INVESCO EXCH TR...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2232)
0.3 -11 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EWS
ISHARES INC
ETF 0.00% 0.00%
Sold All 😨
(Was: #2237)
0.3 -18 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PBW
INVESCO EXCHANG...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2248)
0.3 -10 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DABS
DOUBLELINE ETF ...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2249)
0.3 -5 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
QVAL
EA SERIES TRUST
ETF 0.00% 0.00%
Sold All 😨
(Was: #2262)
0.3 -3 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GHMS
COLLABORATIVE I...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2263)
0.3 -5 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
KRMA
GLOBAL X FDS
ETF 0.00% 0.00%
Sold All 😨
(Was: #2267)
0.3 -2 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
REIT
ALPS ETF TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #2268)
0.3 -3 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TSYY
GRANITESHARES E...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2275)
0.3 -1 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ACTV
TWO RDS SHARED ...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2277)
0.3 no change -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CELG/RT
BRISTOL-MYERS S...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2278)
0.3 -30 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 2580 holdings

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