CreativeOne Wealth, LLC

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
1278
Quarter
2025 Q4
Top Holding
VEA (2.4%)
Top 10 Concentration
20.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 1278
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
VEA
VANGUARD TAX-MA...
ETF 2.39% 2.23% #1 1
Prev: #2
3.0 53,849 3.5%
P
S
1,576,808 $98,503,237 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 2.33% 2.16% #2 2
Prev: #4
2.9 5,996 1.7%
P
S
352,895 $95,938,110 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VTV
VANGUARD INDEX ...
ETF 2.31% 2.14% #3 2
Prev: #5
2.9 27,976 5.9%
P
S
498,199 $95,150,999 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VUG
VANGUARD INDEX ...
Warrant 2.26% 2.22% #4 1
Prev: #3
2.9 1,167 0.6%
P
S
191,065 $93,212,831 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 2.15% 2.11% #5 1
Prev: #6
2.9 12,780 2.8%
P
S
474,970 $88,581,847 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
QQQ
INVESCO QQQ TR
ETF 2.02% 1.61% #6 4
Prev: #10
2.9 25,415 23.1%
P
S
135,561 $83,276,440 2019 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 1.87% 1.78% #7
Prev: #7
2.8 1,826 0.5%
P
S
334,483 $77,205,452 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BOND
PIMCO ETF TR
ETF 1.74% 1.61% #8 3
Prev: #11
2.7 66,696 9.5%
P
S
772,020 $71,859,544 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VEGA
ADVISORSHARES T...
ETF 1.67% 1.65% #9
Prev: #9
2.7 14,307 1.0%
P
S
1,400,039 $68,747,624 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DYNF
BLACKROCK ETF T...
ETF 1.66% 1.46% #10 2
Prev: #12
2.7 112,913 11.2%
P
S
1,125,153 $68,420,566 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 1.62% 1.71% #11 3
Prev: #8
2.7 3,107 2.3%
P
S
137,960 $66,720,390 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IVE
ISHARES TR
ETF 1.59% 1.07% #12 6
Prev: #18
2.8 97,583 46.2%
P
S
308,993 $65,528,196 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
SPDR S&P 500 ET...
ETF 1.41% 1.35% #13 1
Prev: #14
2.6 2,637 3.2%
P
S
85,488 $58,296,100 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IVW
ISHARES TR
Warrant 1.40% 1.37% #14 1
Prev: #13
2.6 6,669 1.4%
P
S
469,836 $57,911,976 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BNDX
VANGUARD CHARLO...
Bond/Debt 1.26% 1.23% #15 1
Prev: #16
2.5 54,503 5.4%
P
S
1,071,991 $51,798,607 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VOO
VANGUARD INDEX ...
ETF 1.24% 0.89% #16 8
Prev: #24
2.6 21,975 36.9%
P
S
81,593 $51,169,242 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AVEM
AMERICAN CENTY ...
Bond/Debt 1.15% 0.85% #17 8
Prev: #25
2.6 150,160 32.3%
P
S
614,517 $47,330,089 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IUSB
ISHARES TR
ETF 1.10% 1.11% #18 1
Prev: #17
2.4 2,189 0.2%
P
S
974,173 $45,338,042 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IVV
ISHARES TR
ETF 1.08% 1.06% #19
Prev: #19
2.4 359 0.6%
P
S
65,000 $44,521,181 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SECT
NORTHERN LTS FD...
ETF 1.08% 1.02% #20
Prev: #20
2.4 28,211 4.3%
P
S
689,763 $44,510,404 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC
Communication Services 1.04% 0.80% #21 6
Prev: #27
2.4 2,309 1.7%
P
S
136,396 $42,692,155 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
OEF
ISHARES TR
ETF 0.96% 0.90% #22 1
Prev: #23
2.4 5,727 5.2%
P
S
115,966 $39,772,671 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AVGO
BROADCOM INC
Technology 0.93% 0.91% #23 1
Prev: #22
0.4 -1,823 -1.6%
P
S
110,719 $38,320,115 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BSV
VANGUARD BD IND...
Bond/Debt 0.81% 0.77% #24 4
Prev: #28
2.3 23,443 5.8%
P
S
424,649 $33,466,567 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
QUAL
ISHARES TR
ETF 0.76% 1.27% #25 10
Prev: #15
0.4 -109,318 -40.8%
P
S
158,521 $31,485,423 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IBTF
ISHARES TR
Bond/Debt 0.00% 0.23%
Sold All 😨
(Was: #80)
0.3 -402,532 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ELCV
STRATEGY SHS
Bond/Debt 0.00% 0.18%
Sold All 😨
(Was: #96)
0.3 -273,967 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SOVF
ELEVATION SERIE...
Unknown 0.00% 0.17%
Sold All 😨
(Was: #102)
0.3 -231,534 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TPSC
TIMOTHY PLAN
ETF 0.00% 0.14%
Sold All 😨
(Was: #129)
0.3 -142,608 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HYDB
ISHARES TR
ETF 0.00% 0.07%
Sold All 😨
(Was: #261)
0.3 -60,640 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AMCR
AMCOR PLC
Consumer Cyclical 0.00% 0.04%
Sold All 😨
(Was: #362)
0.3 -222,108 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
OUNZ
VANECK MERK GOL...
ETF 0.00% 0.04%
Sold All 😨
(Was: #363)
0.3 -48,678 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CNC
CENTENE CORP DE...
Healthcare 0.00% 0.03%
Sold All 😨
(Was: #438)
0.3 -37,784 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DHI
D R HORTON INC
Consumer Cyclical 0.00% 0.03%
Sold All 😨
(Was: #474)
0.3 -7,170 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DGX
QUEST DIAGNOSTI...
Healthcare 0.00% 0.03%
Sold All 😨
(Was: #489)
0.3 -6,093 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ETH
GRAYSCALE ETHER...
Unknown 0.00% 0.03%
Sold All 😨
(Was: #520)
0.3 -27,632 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
QQQE
DIREXION SHS ET...
ETF 0.00% 0.03%
Sold All 😨
(Was: #533)
0.3 -10,268 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MILN
GLOBAL X FDS
ETF 0.00% 0.03%
Sold All 😨
(Was: #539)
0.3 -20,842 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FI
FISERV INC
Unknown 0.00% 0.02%
Sold All 😨
(Was: #590)
0.3 -6,818 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ATGE
ADTALEM GLOBAL ...
Consumer Defensive 0.00% 0.02%
Sold All 😨
(Was: #602)
0.3 -5,584 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SQQQ
PROSHARES TR
Unknown 0.00% 0.02%
Sold All 😨
(Was: #615)
0.3 -54,537 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EDIV
SPDR INDEX SHS ...
ETF 0.00% 0.02%
Sold All 😨
(Was: #655)
0.3 -18,843 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LVHI
LEGG MASON ETF ...
Bond/Debt 0.00% 0.02%
Sold All 😨
(Was: #685)
0.3 -18,514 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GDLC
GRAYSCALE COIND...
Unknown 0.00% 0.01%
Sold All 😨
(Was: #707)
0.3 -10,978 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SNEX
STONEX GROUP IN...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #713)
0.3 -5,879 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HIGH
SIMPLIFY EXCHAN...
ETF 0.00% 0.01%
Sold All 😨
(Was: #741)
0.3 -23,967 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PFXF
VANECK ETF TRUS...
Preferred 0.00% 0.01%
Sold All 😨
(Was: #751)
0.3 -30,220 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FAST
FASTENAL CO
Industrials 0.00% 0.01%
Sold All 😨
(Was: #767)
0.3 -10,434 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LINK
INTERLINK ELECT...
Technology 0.00% 0.01%
Sold All 😨
(Was: #769)
0.3 -40,112 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
STRL
STERLING INFRAS...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #775)
0.3 -1,492 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PTLC
PACER FDS TR
Unknown 0.00% 0.01%
Sold All 😨
(Was: #782)
0.3 -8,982 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AZN
ASTRAZENECA PLC
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #791)
0.3 -6,140 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CMDT
PIMCO ETF TR
ETF 0.00% 0.01%
Sold All 😨
(Was: #796)
0.3 -16,882 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FLRT
PACER FDS TR
ETF 0.00% 0.01%
Sold All 😨
(Was: #810)
0.3 -9,283 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ASM
AVINO SILVER & ...
Basic Materials 0.00% 0.01%
Sold All 😨
(Was: #817)
0.3 -82,496 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IESC
IES HLDGS INC
Industrials 0.00% 0.01%
Sold All 😨
(Was: #821)
0.3 -1,083 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TPHD
TIMOTHY PLAN
ETF 0.00% 0.01%
Sold All 😨
(Was: #831)
0.3 -10,520 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SLYG
SPDR SERIES TRU...
ETF 0.00% 0.01%
Sold All 😨
(Was: #835)
0.3 -4,347 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LCID
LUCID GROUP INC
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #843)
0.3 -16,899 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AMT
AMERICAN TOWER ...
Real Estate 0.00% 0.01%
Sold All 😨
(Was: #870)
0.3 -1,919 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IR
INGERSOLL RAND ...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #875)
0.3 -4,400 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CMCL
CALEDONIA MNG C...
Basic Materials 0.00% 0.01%
Sold All 😨
(Was: #878)
0.3 -9,951 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PAAS
PAN AMERN SILVE...
Basic Materials 0.00% 0.01%
Sold All 😨
(Was: #879)
0.3 -9,291 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AEM
AGNICO EAGLE MI...
Basic Materials 0.00% 0.01%
Sold All 😨
(Was: #885)
0.3 -2,100 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SERV
SERVE ROBOTICS ...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #887)
0.3 -30,289 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DD
DUPONT DE NEMOU...
Basic Materials 0.00% 0.01%
Sold All 😨
(Was: #893)
0.3 -4,496 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
UTES
ETFIS SER TR I
ETF 0.00% 0.01%
Sold All 😨
(Was: #911)
0.3 -3,983 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FTSL
FIRST TR EXCHAN...
ETF 0.00% 0.01%
Sold All 😨
(Was: #916)
0.3 -7,186 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CCRD
CORECARD CORPOR...
Unknown 0.00% 0.01%
Sold All 😨
(Was: #929)
0.3 -11,667 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PFD
FLAHERTY & CRUM...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #930)
0.3 -26,000 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ULTA
ULTA BEAUTY INC
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #932)
0.3 -571 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SYLD
CAMBRIA ETF TR
ETF 0.00% 0.01%
Sold All 😨
(Was: #947)
0.3 -4,370 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
INCY
INCYTE CORP
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #951)
0.3 -3,528 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AZO
AUTOZONE INC
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #967)
0.3 -67 -100.0%
CLOSED
$— 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ONC
BEONE MEDICINES...
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #970)
0.3 -840 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MSTY
TIDAL TRUST II
Unknown 0.00% 0.01%
Sold All 😨
(Was: #975)
0.3 -20,327 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BMNRD
BITMINE IMMERSI...
Unknown 0.00% 0.01%
Sold All 😨
(Was: #977)
0.3 -5,433 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ITRI
ITRON INC
Technology 0.00% 0.01%
Sold All 😨
(Was: #980)
0.3 -2,243 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IRM
IRON MTN INC DE...
Real Estate 0.00% 0.01%
Sold All 😨
(Was: #989)
0.3 -2,655 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AMBA
AMBARELLA INC
Technology 0.00% 0.01%
Sold All 😨
(Was: #1004)
0.3 -3,169 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IAGG
ISHARES TR
Bond/Debt 0.00% 0.01%
Sold All 😨
(Was: #1007)
0.3 -5,051 -100.0%
CLOSED
$— 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FBTC
FIDELITY WISE O...
Unknown 0.00% 0.01%
Sold All 😨
(Was: #1008)
0.3 -2,588 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ACM
AECOM
Industrials 0.00% 0.01%
Sold All 😨
(Was: #1014)
0.3 -1,946 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PHO
INVESCO EXCHANG...
ETF 0.00% 0.01%
Sold All 😨
(Was: #1015)
0.3 -3,516 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
EWG
ISHARES INC
ETF 0.00% 0.01%
Sold All 😨
(Was: #1027)
0.3 -5,957 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
HBM
HUDBAY MINERALS...
Basic Materials 0.00% 0.01%
Sold All 😨
(Was: #1028)
0.3 -16,282 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ADSK
AUTODESK INC
Technology 0.00% 0.01%
Sold All 😨
(Was: #1036)
0.3 -767 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HBAN
HUNTINGTON BANC...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #1037)
0.3 -14,106 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AIVI
WISDOMTREE TR
Bond/Debt 0.00% 0.01%
Sold All 😨
(Was: #1038)
0.3 -4,896 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FETH
FIDELITY ETHERE...
Unknown 0.00% 0.01%
Sold All 😨
(Was: #1043)
0.3 -5,736 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MOO
VANECK ETF TRUS...
ETF 0.00% 0.01%
Sold All 😨
(Was: #1044)
0.3 -3,233 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MSI
MOTOROLA SOLUTI...
Technology 0.00% 0.01%
Sold All 😨
(Was: #1047)
0.3 -515 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MTZ
MASTEC INC
Industrials 0.00% 0.01%
Sold All 😨
(Was: #1049)
0.3 -1,100 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WLDN
WILLDAN GROUP I...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #1051)
0.3 -2,410 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BITQ
EXCHANGE TRADED...
ETF 0.00% 0.01%
Sold All 😨
(Was: #1052)
0.3 -9,265 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ANIP
ANI PHARMACEUTI...
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #1060)
0.3 -2,418 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PAA
PLAINS ALL AMER...
Energy 0.00% 0.01%
Sold All 😨
(Was: #1063)
0.3 -12,975 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ANSC
AGRICULTURE & N...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #1064)
0.3 -20,240 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DUOL
DUOLINGO INC
Technology 0.00% 0.01%
Sold All 😨
(Was: #1068)
0.3 -683 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ATO
ATMOS ENERGY CO...
Utilities 0.00% 0.01%
Sold All 😨
(Was: #1069)
0.3 -1,284 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ILCB
ISHARES TR
ETF 0.00% 0.01%
Sold All 😨
(Was: #1070)
0.3 -2,335 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GBCI
GLACIER BANCORP...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #1072)
0.3 -4,408 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PDI
PIMCO DYNAMIC I...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #1074)
0.3 -10,785 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
WCN
WASTE CONNECTIO...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #1076)
0.3 -1,212 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DFGR
DIMENSIONAL ETF...
ETF 0.00% 0.01%
Sold All 😨
(Was: #1078)
0.3 -7,789 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AGX
ARGAN INC
Industrials 0.00% 0.01%
Sold All 😨
(Was: #1080)
0.3 -785 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DBX
DROPBOX INC
Technology 0.00% 0.01%
Sold All 😨
(Was: #1081)
0.3 -6,997 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NFG
NATIONAL FUEL G...
Energy 0.00% 0.01%
Sold All 😨
(Was: #1083)
0.3 -2,284 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ARES
ARES MANAGEMENT...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #1085)
0.3 -1,314 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
INDY
ISHARES TR
ETF 0.00% 0.01%
Sold All 😨
(Was: #1088)
0.3 -4,108 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
WPC
WP CAREY INC
Real Estate 0.00% 0.01%
Sold All 😨
(Was: #1089)
0.3 -3,090 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
HYDW
DBX ETF TR
ETF 0.00% 0.01%
Sold All 😨
(Was: #1091)
0.3 -4,400 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SLB
SCHLUMBERGER LT...
Energy 0.00% 0.01%
Sold All 😨
(Was: #1092)
0.3 -6,037 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
KTOS
KRATOS DEFENSE ...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #1093)
0.3 -2,262 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BITS
GLOBAL X FDS
Unknown 0.00% 0.01%
Sold All 😨
(Was: #1094)
0.3 -2,121 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WFC/PRL
WELLS FARGO CO ...
Preferred 0.00% 0.01%
Sold All 😨
(Was: #1097)
0.3 -166 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
APTV
APTIV PLC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1100)
0.3 -2,369 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HYMB
SPDR SERIES TRU...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1104)
0.3 -8,106 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NTAP
NETAPP INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #1105)
0.3 -1,700 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
EZBC
FRANKLIN TEMPLE...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1106)
0.3 -3,030 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BITF
BITFARMS LTD
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1109)
0.3 -70,396 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FSK
FS KKR CAP CORP
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1113)
0.3 -12,528 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BTF
VALKYRIE ETF TR...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1115)
0.3 -10,095 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FTRI
FIRST TR EXCHAN...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1117)
0.3 -10,563 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AMDL
GRANITESHARES E...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1119)
0.3 -15,209 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TLRY
TILRAY BRANDS I...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1121)
0.3 -87,134 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CXDO
CREXENDO INC
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #1124)
0.3 -21,225 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
OBDC
BLUE OWL CAPITA...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1125)
0.3 -10,675 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SAND
SANDSTORM GOLD ...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1126)
0.3 -10,063 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ZVIA
ZEVIA PBC
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #1135)
0.3 -28,162 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TCPC
BLACKROCK TCP C...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1137)
0.3 -10,574 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AUR
AURORA INNOVATI...
Technology 0.00% 0.00%
Sold All 😨
(Was: #1139)
0.3 -11,367 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ASRT
ASSERTIO HOLDIN...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1143)
0.3 -18,000 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 1278 holdings

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