Cornerstone Planning Group LLC

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
1873
Quarter
2025 Q4
Top Holding
QQQM (10.5%)
Top 10 Concentration
54.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 1873
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
QQQM
INVESCO NASDAQ ...
ETF 10.55% 10.69% #1
Prev: #1
6.2 285 0.1%
P
S
259,396 $67,640,023 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FENI
FIDELITY ENHANC...
ETF 9.93% 9.23% #2
Prev: #2
6.0 25,753 1.6%
P
S
1,643,186 $63,706,321 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FNDX
SCHWAB FUNDAMEN...
ETF 6.89% 0.00% #3 965
Prev: #968
5.1 1,562,340 839967.7%
P
S
1,562,526 $44,188,245 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BIV
VANGUARD INTERM...
ETF 6.44% 0.00% #4 870
Prev: #874
4.9 530,863 680593.6%
P
S
530,941 $41,312,522 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SMLF
ISHARES U.S. SM...
ETF 5.33% 5.25% #5
Prev: #5
2.1 -9,589 -2.2%
P
S
433,586 $34,192,584 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IMCG
ISHARES MORNING...
ETF 4.59% 4.71% #6
Prev: #6
1.8 -8,693 -2.4%
P
S
352,307 $29,414,139 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ICVT
ISHARES CONVERT...
ETF 2.81% 2.90% #7 1
Prev: #8
1.1 -6,109 -3.5%
P
S
169,980 $18,002,556 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
QQQ
INVESCO QQQ TRU...
ETF 2.71% 3.25% #8 1
Prev: #7
1.1 -4,943 -15.3%
P
S
27,439 $17,375,032 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HYDB
ISHARES HIGH YI...
ETF 2.62% 2.66% #9 1
Prev: #10
3.1 3,767 1.1%
P
S
352,931 $16,813,646 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FTLS
FIRST TRUST LON...
ETF 2.44% 2.54% #10 1
Prev: #11
1.0 -5,536 -2.5%
P
S
217,577 $15,633,510 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VEA
VANGUARD FTSE D...
ETF 2.42% 0.01% #11 405
Prev: #416
3.3 232,028 52141.1%
P
S
232,473 $15,510,571 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NANR
SPDR S&P NORTH ...
ETF 2.34% 0.00% #12 1579
Prev: #1591
3.2 188,235 3764700.0%
P
S
188,240 $15,013,568 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
REZ
ISHARES RESIDEN...
ETF 2.25% 2.26% #13 1
Prev: #12
2.9 2,473 1.4%
P
S
174,781 $14,419,401 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FNDE
SCHWAB FUNDAMEN...
ETF 2.20% 0.01% #14 208
Prev: #222
3.2 351,128 17012.0%
P
S
353,192 $14,085,299 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
USTB
VICTORYSHARES S...
ETF 1.95% 0.00% #15 491
Prev: #506
3.1 245,676 58494.3%
P
S
246,096 $12,531,225 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
WTV
WISDOMTREE US V...
Unknown 1.94% 0.00% #16 890
Prev: #906
3.1 130,256 34921.2%
P
S
130,629 $12,460,664 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IUSB
ISHARES CORE TO...
ETF 1.42% 1.36% #17 1
Prev: #18
2.6 14,462 8.0%
P
S
195,060 $9,105,390 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IVV
ISHARES CORE S&...
ETF 1.26% 1.19% #18 2
Prev: #20
2.5 702 6.5%
P
S
11,541 $8,063,349 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IWF
ISHARES RUSSELL...
ETF 1.24% 1.29% #19
Prev: #19
2.5 138 0.8%
P
S
16,823 $7,961,925 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC COM
Technology 1.09% 1.44% #20 3
Prev: #17
0.5 -5,785 -17.5%
P
S
27,237 $6,984,705 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHD
SCHWAB US DIVID...
ETF 1.03% 0.00% #21 567
Prev: #588
2.7 225,135 30756.1%
P
S
225,867 $6,617,911 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DYNF
ISHARES U.S. EQ...
ETF 0.93% 0.86% #22 1
Prev: #23
2.4 8,025 9.1%
P
S
96,169 $5,943,267 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 0.92% 0.00% #23 940
Prev: #963
2.7 30,795 133891.3%
P
S
30,818 $5,902,192 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IVE
ISHARES S&P 500...
ETF 0.87% 0.57% #24 7
Prev: #31
2.5 8,789 51.6%
P
S
25,820 $5,586,107 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IVW
ISHARES S&P 500...
ETF 0.80% 0.76% #25 1
Prev: #24
2.3 2,975 7.8%
P
S
41,071 $5,158,905 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VBK
VANGUARD SMALL-...
ETF 0.00% 0.21%
Sold All 😨
(Was: #52)
0.3 -17,199 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
XMAG
DEFIANCE LARGE ...
ETF 0.00% 0.19%
Sold All 😨
(Was: #56)
0.3 -7,397 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VIRT
VIRTU FINL INC ...
Financial Services 0.00% 0.10%
Sold All 😨
(Was: #76)
0.3 -26,447 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
TCTM KIDS IT ED...
Unknown 0.00% 0.04%
Sold All 😨
(Was: #113)
0.3 -927 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
DSGX
DESCARTES SYS G...
Technology 0.00% 0.04%
Sold All 😨
(Was: #115)
0.3 -7,680 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PAVE
GLOBAL X U.S. I...
ETF 0.00% 0.02%
Sold All 😨
(Was: #169)
0.3 -3,026 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CPB
THE CAMPBELLS C...
Consumer Defensive 0.00% 0.02%
Sold All 😨
(Was: #191)
0.3 -225 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PBR/A
PETROLEO BRASIL...
Energy 0.00% 0.02%
Sold All 😨
(Was: #200)
0.3 -4,713 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
UNM
UNUM GROUP COM
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #224)
0.3 -2,422 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SFL
SFL CORPORATION...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #248)
0.3 -1,048 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SPR
SPIRIT AEROSYST...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #276)
0.3 -100 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SNEX
STONEX GROUP IN...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #282)
0.3 -254 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AGCO
AGCO CORP COM
Industrials 0.00% 0.01%
Sold All 😨
(Was: #297)
0.3 -420 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MGV
VANGUARD MEGA C...
ETF 0.00% 0.01%
Sold All 😨
(Was: #303)
0.3 -201 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NVEC
NVE CORP COM NE...
Technology 0.00% 0.01%
Sold All 😨
(Was: #310)
0.3 -547 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ILCB
ISHARES MORNING...
ETF 0.00% 0.01%
Sold All 😨
(Was: #312)
0.3 -601 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LRN
STRIDE INC COM
Consumer Defensive 0.00% 0.01%
Sold All 😨
(Was: #313)
0.3 -153 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DEM
WISDOMTREE EMER...
ETF 0.00% 0.01%
Sold All 😨
(Was: #334)
0.3 -1,026 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JEPQ
JPMORGAN NASDAQ...
ETF 0.00% 0.01%
Sold All 😨
(Was: #365)
0.3 -778 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TWO
TWO HBRS INVT C...
Bond/Debt 0.00% 0.01%
Sold All 😨
(Was: #405)
0.3 -77 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
USNA
USANA HEALTH SC...
Consumer Defensive 0.00% 0.01%
Sold All 😨
(Was: #415)
0.3 -401 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NOV
NOV INC COM
Energy 0.00% 0.01%
Sold All 😨
(Was: #425)
0.3 -285 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GAP
GAP INC COM
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #426)
0.3 -1,500 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MAGS
ROUNDHILL MAGNI...
ETF 0.00% 0.01%
Sold All 😨
(Was: #437)
0.3 -228 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
EQWL
INVESCO S&P 100...
ETF 0.00% 0.01%
Sold All 😨
(Was: #446)
0.3 -276 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ODC
OIL DRI CORP AM...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #464)
0.3 -221 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
XRAY
DENTSPLY SIRONA...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #519)
0.3 -270 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RGR
STURM RUGER & C...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #531)
0.3 -1,436 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PPC
PILGRIMS PRIDE ...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #541)
0.3 -421 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AMRK
A-MARK PRECIOUS...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #579)
0.3 -201 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SON
SONOCO PRODS CO...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #600)
0.3 -684 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WFG
WEST FRASER TIM...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #619)
0.3 -231 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VAL
VALARIS LTD CL ...
Energy 0.00% 0.00%
Sold All 😨
(Was: #622)
0.3 -103 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
OOMA
OOMA INC COM
Technology 0.00% 0.00%
Sold All 😨
(Was: #633)
0.3 -449 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DUOL
DUOLINGO INC CL...
Technology 0.00% 0.00%
Sold All 😨
(Was: #665)
0.3 -180 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SITE
SITEONE LANDSCA...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #682)
0.3 -174 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MGC
VANGUARD MEGA C...
ETF 0.00% 0.00%
Sold All 😨
(Was: #684)
0.3 -100 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DIVB
ISHARES CORE DI...
ETF 0.00% 0.00%
Sold All 😨
(Was: #706)
0.3 -244 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WAL
WESTERN ALLIANC...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #709)
0.3 -91 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IWV
ISHARES RUSSELL...
ETF 0.00% 0.00%
Sold All 😨
(Was: #715)
0.3 -32 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
LVHI
FRANKLIN INTERN...
ETF 0.00% 0.00%
Sold All 😨
(Was: #740)
0.3 -320 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LUNR
INTUITIVE MACHI...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #741)
0.3 -1,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DOUG
DOUGLAS ELLIMAN...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #750)
0.3 -61 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
AEBI SCHMIDT HL...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #771)
0.3 -77 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
VGK
VANGUARD FTSE E...
ETF 0.00% 0.00%
Sold All 😨
(Was: #794)
0.3 -19 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SCZ
ISHARES MSCI EA...
ETF 0.00% 0.00%
Sold All 😨
(Was: #799)
0.3 -120 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ISCG
ISHARES MORNING...
ETF 0.00% 0.00%
Sold All 😨
(Was: #819)
0.3 -150 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPB
SPECTRUM BRANDS...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #829)
0.3 -217 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TTC
TORO CO COM
Industrials 0.00% 0.00%
Sold All 😨
(Was: #852)
0.3 -117 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RAL
RALLIANT CORP C...
Technology 0.00% 0.00%
Sold All 😨
(Was: #882)
0.3 -20 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ELF
E L F BEAUTY IN...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #900)
0.3 -49 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VHI
VALHI INC NEW C...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #909)
0.3 -415 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
QUS
SPDR MSCI USA S...
ETF 0.00% 0.00%
Sold All 😨
(Was: #924)
0.3 -221 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CAG
CONAGRA BRANDS ...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #931)
0.3 -310 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NUS
NU SKIN ENTERPR...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #936)
0.3 -35 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TW
TRADEWEB MKTS I...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #937)
0.3 -4 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
K
KELLANOVA COM
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #944)
0.3 -61 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NE
NOBLE CORP PLC ...
Energy 0.00% 0.00%
Sold All 😨
(Was: #985)
0.3 -620 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CODI
COMPASS DIVERSI...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1011)
0.3 -629 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IYR
ISHARES U.S. RE...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1017)
0.3 -41 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SIL
GLOBAL X SILVER...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1019)
0.3 -57 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CDW
CDW CORP COM
Technology 0.00% 0.00%
Sold All 😨
(Was: #1041)
0.3 -22 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PBH
PRESTIGE CONSMR...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1045)
0.3 -33 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DBX
DROPBOX INC CL ...
Technology 0.00% 0.00%
Sold All 😨
(Was: #1051)
0.3 -30 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FYBR
FRONTIER COMMUN...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #1052)
0.3 -87 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GQRE
FLEXSHARES GLOB...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1053)
0.3 -55 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NANC
UNUSUAL WHALES ...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1055)
0.3 -309 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VMD
VIEMED HEALTHCA...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1072)
0.3 -175 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CHAT
ROUNDHILL GENER...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1073)
0.3 -46 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ALE
ALLETE INC COM ...
Utilities 0.00% 0.00%
Sold All 😨
(Was: #1074)
0.3 -45 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ASGN
ASGN INC COM
Technology 0.00% 0.00%
Sold All 😨
(Was: #1075)
0.3 -69 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IPG
INTERPUBLIC GRO...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #1086)
0.3 -113 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SFM
SPROUTS FMRS MK...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #1092)
0.3 -34 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
HBI
HANESBRANDS INC...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1106)
0.3 -400 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
XLB
MATERIALS SELEC...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1138)
0.3 -26 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BLOK
AMPLIFY BLOCKCH...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1142)
0.3 -32 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CNH
CNH INDL N V SH...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1147)
0.3 -206 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FLOT
ISHARES FLOATIN...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1156)
0.3 -40 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DHIL
DIAMOND HILL IN...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1164)
0.3 -14 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
WTRG
ESSENTIAL UTILS...
Utilities 0.00% 0.00%
Sold All 😨
(Was: #1176)
0.3 -48 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ORA
ORMAT TECHNOLOG...
Utilities 0.00% 0.00%
Sold All 😨
(Was: #1187)
0.3 -54 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IIPR
INNOVATIVE INDL...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #1193)
0.3 -35 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LQDB
ISHARES BBB RAT...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1232)
0.3 -16 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
QGEN
QIAGEN NV COM S...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1246)
0.3 -14 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TFX
TELEFLEX INCORP...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1247)
0.3 -91 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BRCC
BRC INC COM CL ...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #1260)
0.3 -1,000 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ACHC
ACADIA HEALTHCA...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1286)
0.3 -22 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GIB
CGI INC CL A SU...
Technology 0.00% 0.00%
Sold All 😨
(Was: #1293)
0.3 -12 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
LIT
GLOBAL X LITHIU...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1306)
0.3 -16 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AMCR
AMCOR PLC ORD
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1310)
0.3 -127 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MAN
MANPOWERGROUP I...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1312)
0.3 -33 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
OKLO
OKLO INC COM CL...
Utilities 0.00% 0.00%
Sold All 😨
(Was: #1318)
0.3 -11 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TTE
TOTALENERGIES S...
Energy 0.00% 0.00%
Sold All 😨
(Was: #1328)
0.3 -17 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
OKE
ONEOK INC NEW C...
Energy 0.00% 0.00%
Sold All 😨
(Was: #1335)
0.3 -25 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PRGO
PERRIGO CO PLC ...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1340)
0.3 -82 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LCID
LUCID GROUP INC...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1347)
0.3 -50 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SAM
BOSTON BEER INC...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #1362)
0.3 -4 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BFLY/WS
BUTTERFLY NETWO...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1363)
0.3 -14,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RGP
RESOURCES CONNE...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1366)
0.3 -12 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
JIRE
JPMORGAN INTERN...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1383)
0.3 -10 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
OGN
ORGANON & CO CO...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1392)
0.3 -30 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DVLT
DATAVAULT AI IN...
Technology 0.00% 0.00%
Sold All 😨
(Was: #1401)
0.3 -6 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CNNE
CANNAE HLDGS IN...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1414)
0.3 -38 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
OGE
OGE ENERGY CORP...
Utilities 0.00% 0.00%
Sold All 😨
(Was: #1419)
0.3 -12 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TENB
TENABLE HLDGS I...
Technology 0.00% 0.00%
Sold All 😨
(Was: #1427)
0.3 -3 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PVH
PVH CORPORATION...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1428)
0.3 -29 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
QXO
QXO INC COM NEW
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1431)
0.3 -18 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CCS
CENTURY CMNTYS ...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #1433)
0.3 -10 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FBIN
FORTUNE BRANDS ...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1441)
0.3 -12 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
UGI
UGI CORP NEW CO...
Utilities 0.00% 0.00%
Sold All 😨
(Was: #1449)
0.3 -21 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
KNTK
KINETIK HOLDING...
Energy 0.00% 0.00%
Sold All 😨
(Was: #1455)
0.3 -15 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DGRW
WISDOMTREE US Q...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1460)
0.3 -4 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DUSB
DIMENSIONAL ULT...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1465)
0.3 -10 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
KROS
KEROS THERAPEUT...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1477)
0.3 -34 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GOP
UNUSUAL WHALES ...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1485)
0.3 -11 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HCKT
HACKETT GROUP I...
Technology 0.00% 0.00%
Sold All 😨
(Was: #1490)
0.3 -27 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BRT
BRT APARTMENTS ...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #1491)
0.3 -33 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BCO
BRINKS CO COM
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1506)
0.3 -4 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AVTR
AVANTOR INC COM
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1508)
0.3 -40 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CORT
CORCEPT THERAPE...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1510)
0.3 -6 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CLH
CLEAN HARBORS I...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1512)
0.3 -2 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CCCS
CCC INTELLIGENT...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1517)
0.3 -48 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CE
CELANESE CORP D...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #1519)
0.3 -11 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VFC
V F CORP COM
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1526)
0.3 -7 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BBSI
BARRETT BUSINES...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1527)
0.3 -10 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ENPH
ENPHASE ENERGY ...
Technology 0.00% 0.00%
Sold All 😨
(Was: #1531)
0.3 -13 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DV
DOUBLEVERIFY HL...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #1537)
0.3 -157 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LAND
GLADSTONE LD CO...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #1542)
0.3 -42 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
KLC
KINDERCARE LEAR...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #1541)
0.3 -67 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CRSR
CORSAIR GAMING ...
Technology 0.00% 0.00%
Sold All 😨
(Was: #1543)
0.3 -47 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GFS
GLOBALFOUNDRIES...
Technology 0.00% 0.00%
Sold All 😨
(Was: #1553)
0.3 -10 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
TVARDI THERAPEU...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1566)
0.3 -35 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
DEA
EASTERLY GOVT P...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #1567)
0.3 -15 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MLI
MUELLER INDS IN...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1571)
0.3 -3 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LWAY
LIFEWAY FOODS I...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #1572)
0.3 -13 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BYND
BEYOND MEAT INC...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #1579)
0.3 -183 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HAIN
HAIN CELESTIAL ...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #1582)
0.3 -227 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ATMU
ATMUS FILTRATIO...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1590)
0.3 -6 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CWT
CALIFORNIA WTR ...
Utilities 0.00% 0.00%
Sold All 😨
(Was: #1592)
0.3 -6 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BRKR
BRUKER CORP COM
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1595)
0.3 -7 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JBTM
JBT MAREL CORPO...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1596)
0.3 -2 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
WERN
WERNER ENTERPRI...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1597)
0.3 -4 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MIDD
MIDDLEBY CORP C...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1598)
0.3 -2 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BIRK
BIRKENSTOCK HOL...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1599)
0.3 -6 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IRT
INDEPENDENCE RL...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #1600)
0.3 -15 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TR
TOOTSIE ROLL IN...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #1602)
0.3 -3 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FDP
FRESH DEL MONTE...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #1604)
0.3 -6 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CWCO
CONSOLIDATED WA...
Utilities 0.00% 0.00%
Sold All 😨
(Was: #1607)
0.3 -6 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FIZZ
NATIONAL BEVERA...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #1608)
0.3 -6 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NAVI
NAVIENT CORPORA...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1612)
0.3 -16 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CWST
CASELLA WASTE S...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1619)
0.3 -2 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
RXST
RXSIGHT INC COM
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1621)
0.3 -3 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MED
MEDIFAST INC CO...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1623)
0.3 -12 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EAT
BRINKER INTL IN...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1642)
0.3 -1 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ATI
ATI INC COM
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1647)
0.3 -1 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SG
SWEETGREEN INC ...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1655)
0.3 -2 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LNC
LINCOLN NATL CO...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1657)
0.3 -2 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ESI
ELEMENT SOLUTIO...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #1661)
0.3 -3 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NLY
ANNALY CAPITAL ...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #1669)
0.3 -3 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SPYI
NEOS S&P 500 HI...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1671)
0.3 -2 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BBWI
BATH & BODY WOR...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1674)
0.3 -2 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
XIFR
XPLR INFRASTRUC...
Utilities 0.00% 0.00%
Sold All 😨
(Was: #1683)
0.3 -12 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BMRN
BIOMARIN PHARMA...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1693)
0.3 -1 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
22ND CENTY GROU...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1694)
0.3 -1 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 1873 holdings

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