AI Portfolio Summary
In 2025 Q4, Edge Financial Advisors LLC maintained a portfolio of 157 distinct positions. The most significant new addition to the portfolio was VANGUARD INDEX FDS, which now represents 2.48% of the total fund value. They heavily accumulated shares in SPDR S&P 500 ETF TR, increasing their position by 23.6%. Conversely, Edge Financial Advisors LLC completely exited their position in BLACKROCK ETF TRUST.
Total Positions
157
Quarter
2025 Q4
Top Holding
SPY (12.2%)
Top 10 Concentration
37.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 157
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SPY
SPDR S&P 500 ET...
|
ETF | 12.18% | 5.27% |
#1
1
Prev: #2
|
8.5 | 4,168 | 23.6% |
P
S
|
21,818 | $11,766,423 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
AAPL
APPLE INC
|
Technology | 6.11% | 3.43% |
#2
7
Prev: #9
|
4.4 | -2,042 | -6.8% |
P
S
|
28,021 | $5,901,815 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 3.53% | 1.91% |
#3
9
Prev: #12
|
2.9 | 248 | 2.8% |
P
S
|
9,116 | $3,409,636 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 2.48% | — |
#4
Prev: #—
|
5.0 | 4,785 | no change |
NEW
|
4,785 | $2,393,287 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 2.25% | 0.70% |
#5
25
Prev: #30
|
4.4 | 1,911 | 73.1% |
P
S
|
4,527 | $2,169,017 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
SPHQ
INVESCO EXCHANG...
|
ETF | 2.23% | — |
#6
Prev: #—
|
4.4 | 33,956 | no change |
NEW
|
33,956 | $2,157,592 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
PALC
PACER FDS TR
|
Bond/Debt | 2.18% | — |
#7
Prev: #—
|
4.4 | 43,366 | no change |
NEW
|
43,366 | $2,109,306 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 2.16% | 0.23% |
#8
75
Prev: #83
|
3.9 | 51,477 | 388.5% |
P
S
|
64,727 | $2,086,799 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
DUHP
DIMENSIONAL ETF...
|
ETF | 2.09% | 4.29% |
#9
5
Prev: #4
|
0.8 | -190,598 | -75.1% |
P
S
|
63,078 | $2,017,878 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
MOAT
VANECK ETF TRUS...
|
ETF | 2.09% | — |
#10
Prev: #—
|
4.3 | 23,279 | no change |
NEW
|
23,279 | $2,016,224 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
QEFA
SPDR INDEX SHS ...
|
ETF | 2.05% | — |
#11
Prev: #—
|
4.3 | 26,527 | no change |
NEW
|
26,527 | $1,982,643 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
COWZ
PACER FDS TR
|
ETF | 2.04% | — |
#12
Prev: #—
|
4.3 | 36,101 | no change |
NEW
|
36,101 | $1,967,146 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
IQLT
ISHARES TR
|
Bond/Debt | 1.98% | 0.09% |
#13
119
Prev: #132
|
3.8 | 44,388 | 961.4% |
P
S
|
49,005 | $1,908,010 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
GSLC
GOLDMAN SACHS E...
|
ETF | 1.97% | 0.64% |
#14
22
Prev: #36
|
3.8 | 6,924 | 63.6% |
P
S
|
17,811 | $1,904,875 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
QEMM
SPDR INDEX SHS ...
|
ETF | 1.93% | 0.11% |
#15
111
Prev: #126
|
3.8 | 28,299 | 788.9% |
P
S
|
31,886 | $1,863,783 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
IEFA
ISHARES TR
|
ETF | 1.91% | — |
#16
Prev: #—
|
4.3 | 25,432 | no change |
NEW
|
25,432 | $1,847,391 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
DFAI
DIMENSIONAL ETF...
|
Bond/Debt | 1.89% | 3.54% |
#17
9
Prev: #8
|
0.8 | -154,336 | -71.5% |
P
S
|
61,507 | $1,824,916 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
EFA
ISHARES TR
|
ETF | 1.81% | 0.93% |
#18
3
Prev: #21
|
1.2 | 5 | 0.0% |
P
S
|
22,262 | $1,743,814 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.63% | 2.38% |
#19
8
Prev: #11
|
1.2 | -634 | -7.5% |
P
S
|
7,787 | $1,575,045 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
DFEM
DIMENSIONAL ETF...
|
ETF | 1.59% | — |
#20
Prev: #—
|
4.1 | 57,352 | no change |
NEW
|
57,352 | $1,533,014 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 1.59% | 0.14% |
#21
89
Prev: #110
|
3.6 | 29,432 | 527.8% |
P
S
|
35,008 | $1,531,959 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
DFEV
DIMENSIONAL ETF...
|
ETF | 1.57% | — |
#22
Prev: #—
|
4.1 | 55,308 | no change |
NEW
|
55,308 | $1,520,963 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
PXH
INVESCO EXCH TR...
|
Unknown | 1.55% | — |
#23
Prev: #—
|
4.1 | 73,883 | no change |
NEW
|
73,883 | $1,496,128 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.53% | 0.82% |
#24
1
Prev: #23
|
1.1 | -236 | -6.7% |
P
S
|
3,300 | $1,475,122 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
MDY
SPDR S&P MIDCAP...
|
ETF | 1.52% | 0.74% |
#25
Prev: #25
|
1.1 | -40 | -1.4% |
P
S
|
2,736 | $1,464,122 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
DYNF
BLACKROCK ETF T...
|
ETF | 0.00% | 4.11% |
Sold All 😨
(Was: #5) |
0.0 | -155,002 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
JQUA
J P MORGAN EXCH...
|
ETF | 0.00% | 3.77% |
Sold All 😨
(Was: #6) |
0.0 | -133,714 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
DFUS
DIMENSIONAL ETF...
|
ETF | 0.00% | 3.72% |
Sold All 😨
(Was: #7) |
0.0 | -114,754 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
VGSH
VANGUARD SCOTTS...
|
ETF | 0.00% | 2.50% |
Sold All 😨
(Was: #10) |
0.0 | -94,872 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
AVNM
AMERICAN CENTY ...
|
Bond/Debt | 0.00% | 1.37% |
Sold All 😨
(Was: #15) |
0.0 | -43,396 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
DFAE
DIMENSIONAL ETF...
|
ETF | 0.00% | 1.35% |
Sold All 😨
(Was: #16) |
0.0 | -95,368 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
VV
VANGUARD INDEX ...
|
ETF | 0.00% | 1.27% |
Sold All 😨
(Was: #17) |
0.0 | -9,225 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
QUAL
ISHARES TR
|
ETF | 0.00% | 1.24% |
Sold All 😨
(Was: #18) |
0.0 | -14,273 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
DIHP
DIMENSIONAL ETF...
|
Bond/Debt | 0.00% | 1.05% |
Sold All 😨
(Was: #20) |
0.0 | -76,779 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.00% | 0.83% |
Sold All 😨
(Was: #22) |
0.0 | -30,752 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
ILCV
ISHARES TR
|
ETF | 0.00% | 0.82% |
Sold All 😨
(Was: #24) |
0.0 | -20,262 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
ILCB
ISHARES TR
|
ETF | 0.00% | 0.72% |
Sold All 😨
(Was: #26) |
0.0 | -17,301 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 0.00% | 0.71% |
Sold All 😨
(Was: #29) |
0.0 | -21,499 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
LRGF
ISHARES TR
|
ETF | 0.00% | 0.69% |
Sold All 😨
(Was: #32) |
0.0 | -22,169 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
HYG
ISHARES TR
|
ETF | 0.00% | 0.67% |
Sold All 😨
(Was: #33) |
0.0 | -18,395 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
BND
VANGUARD BD IND...
|
ETF | 0.00% | 0.65% |
Sold All 😨
(Was: #34) |
0.0 | -19,464 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
IAU
ISHARES GOLD TR
|
ETF | 0.00% | 0.64% |
Sold All 😨
(Was: #35) |
0.0 | -19,603 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
RWJ
INVESCO EXCH TR...
|
ETF | 0.00% | 0.62% |
Sold All 😨
(Was: #37) |
0.0 | -28,582 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
JPST
J P MORGAN EXCH...
|
ETF | 0.00% | 0.61% |
Sold All 😨
(Was: #38) |
0.0 | -26,658 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
LQD
ISHARES TR
|
ETF | 0.00% | 0.56% |
Sold All 😨
(Was: #39) |
0.0 | -11,181 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
APLU
ALLSPRING EXCHA...
|
ETF | 0.00% | 0.52% |
Sold All 😨
(Was: #42) |
0.0 | -46,174 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.00% | 0.49% |
Sold All 😨
(Was: #44) |
0.0 | -1,658 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
STIP
ISHARES TR
|
ETF | 0.00% | 0.49% |
Sold All 😨
(Was: #45) |
0.0 | -10,542 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
GBTC
GRAYSCALE BITCO...
|
ETF | 0.00% | 0.48% |
Sold All 😨
(Was: #48) |
0.0 | -11,820 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 0.00% | 0.47% |
Sold All 😨
(Was: #49) |
0.0 | -31,942 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
UTG
REAVES UTIL INC...
|
Bond/Debt | 0.00% | 0.45% |
Sold All 😨
(Was: #50) |
0.0 | -25,217 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
IWM
ISHARES TR
|
ETF | 0.00% | 0.43% |
Sold All 😨
(Was: #51) |
0.0 | -4,000 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
ILCG
ISHARES TR
|
Warrant | 0.00% | 0.42% |
Sold All 😨
(Was: #52) |
0.0 | -8,921 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
ACN
ACCENTURE PLC I...
|
Technology | 0.00% | 0.39% |
Sold All 😨
(Was: #55) |
0.0 | -3,541 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
VEU
VANGUARD INTL E...
|
ETF | 0.00% | 0.38% |
Sold All 😨
(Was: #57) |
0.0 | -11,821 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
IMCB
ISHARES TR
|
ETF | 0.00% | 0.37% |
Sold All 😨
(Was: #58) |
0.0 | -9,871 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 0.00% | 0.34% |
Sold All 😨
(Was: #61) |
0.0 | -9,016 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
FLIN
FRANKLIN TEMPLE...
|
ETF | 0.00% | 0.33% |
Sold All 😨
(Was: #62) |
0.0 | -19,603 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
JEPI
J P MORGAN EXCH...
|
ETF | 0.00% | 0.32% |
Sold All 😨
(Was: #64) |
0.0 | -12,607 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
SCHB
SCHWAB STRATEGI...
|
ETF | 0.00% | 0.32% |
Sold All 😨
(Was: #66) |
0.0 | -27,645 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
AVUS
AMERICAN CENTY ...
|
ETF | 0.00% | 0.31% |
Sold All 😨
(Was: #68) |
0.0 | -6,360 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
GLD
SPDR GOLD TR
|
ETF | 0.00% | 0.31% |
Sold All 😨
(Was: #69) |
0.0 | -1,922 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
IUSB
ISHARES TR
|
ETF | 0.00% | 0.29% |
Sold All 😨
(Was: #73) |
0.0 | -13,810 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
VTEB
VANGUARD MUN BD...
|
ETF | 0.00% | 0.24% |
Sold All 😨
(Was: #76) |
0.0 | -10,840 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
ISCV
ISHARES TR
|
ETF | 0.00% | 0.24% |
Sold All 😨
(Was: #78) |
0.0 | -7,939 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
TFI
SPDR SERIES TRU...
|
ETF | 0.00% | 0.23% |
Sold All 😨
(Was: #79) |
0.0 | -11,342 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
IWF
ISHARES TR
|
ETF | 0.00% | 0.23% |
Sold All 😨
(Was: #82) |
0.0 | -1,095 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.00% | 0.23% |
Sold All 😨
(Was: #86) |
0.0 | -343 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 0.00% | 0.22% |
Sold All 😨
(Was: #89) |
0.0 | -308 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
T
AT&T INC
|
Communication Services | 0.00% | 0.19% |
Sold All 😨
(Was: #92) |
0.0 | -7,655 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
V
VISA INC
|
Financial Services | 0.00% | 0.18% |
Sold All 😨
(Was: #97) |
0.0 | -596 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
IMCG
ISHARES TR
|
ETF | 0.00% | 0.16% |
Sold All 😨
(Was: #101) |
0.0 | -4,222 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
AVEM
AMERICAN CENTY ...
|
Bond/Debt | 0.00% | 0.15% |
Sold All 😨
(Was: #102) |
0.0 | -4,501 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
JNK
SPDR SERIES TRU...
|
ETF | 0.00% | 0.15% |
Sold All 😨
(Was: #104) |
0.0 | -3,368 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.00% | 0.14% |
Sold All 😨
(Was: #106) |
0.0 | -794 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
IWB
ISHARES TR
|
ETF | 0.00% | 0.14% |
Sold All 😨
(Was: #108) |
0.0 | -842 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
JCPB
J P MORGAN EXCH...
|
ETF | 0.00% | 0.14% |
Sold All 😨
(Was: #109) |
0.0 | -6,454 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
AEE
AMEREN CORP
|
Utilities | 0.00% | 0.13% |
Sold All 😨
(Was: #112) |
0.0 | -2,815 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
PYLD
PIMCO ETF TR
|
ETF | 0.00% | 0.13% |
Sold All 😨
(Was: #113) |
0.0 | -10,771 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
DFAX
DIMENSIONAL ETF...
|
ETF | 0.00% | 0.13% |
Sold All 😨
(Was: #114) |
0.0 | -9,207 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
BLOK
AMPLIFY ETF TR
|
ETF | 0.00% | 0.12% |
Sold All 😨
(Was: #118) |
0.0 | -3,952 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
ISCG
ISHARES TR
|
ETF | 0.00% | 0.12% |
Sold All 😨
(Was: #119) |
0.0 | -4,834 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
OUNZ
VANECK MERK GOL...
|
ETF | 0.00% | 0.11% |
Sold All 😨
(Was: #121) |
0.0 | -6,804 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
BKNG
BOOKING HOLDING...
|
Consumer Cyclical | 0.00% | 0.11% |
Sold All 😨
(Was: #122) |
0.0 | -47 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
MO
ALTRIA GROUP IN...
|
Consumer Defensive | 0.00% | 0.11% |
Sold All 😨
(Was: #123) |
0.0 | -3,764 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
IBDQ
ISHARES TR
|
Bond/Debt | 0.00% | 0.11% |
Sold All 😨
(Was: #124) |
0.0 | -9,689 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
FTHI
FIRST TR EXCHAN...
|
ETF | 0.00% | 0.11% |
Sold All 😨
(Was: #125) |
0.0 | -10,186 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.00% | 0.10% |
Sold All 😨
(Was: #128) |
0.0 | -1,254 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
VONG
VANGUARD SCOTTS...
|
ETF | 0.00% | 0.10% |
Sold All 😨
(Was: #129) |
0.0 | -1,855 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
MLPX
GLOBAL X FDS
|
ETF | 0.00% | 0.10% |
Sold All 😨
(Was: #130) |
0.0 | -3,503 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
LNT
ALLIANT ENERGY ...
|
Utilities | 0.00% | 0.09% |
Sold All 😨
(Was: #131) |
0.0 | -3,104 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
SMLF
ISHARES TR
|
ETF | 0.00% | 0.09% |
Sold All 😨
(Was: #133) |
0.0 | -2,723 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 0.00% | 0.09% |
Sold All 😨
(Was: #134) |
0.0 | -930 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
NVG
NUVEEN AMT FREE...
|
Financial Services | 0.00% | 0.07% |
Sold All 😨
(Was: #135) |
0.0 | -13,100 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-01-28 | |||
|
NZF
NUVEEN MUNICIPA...
|
Bond/Debt | 0.00% | 0.06% |
Sold All 😨
(Was: #136) |
0.0 | -10,659 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-01-28 |
Showing 1-25 of 157 holdings