Focus Partners Wealth

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
2804
Quarter
2025 Q4
Top Holding
AAPL (2.9%)
Top 10 Concentration
20.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 2804
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 2.93% 2.78% #1 1
Prev: #2
3.3 2,748,963 40.6%
P
S
9,521,669 $2,568,968,157 2011 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 2.45% 2.34% #2 3
Prev: #5
3.2 1,632,442 58.3%
P
S
4,434,417 $2,147,455,761 2011 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 2.42% 1.61% #3 5
Prev: #8
3.3 6,071,143 113.5%
P
S
11,419,002 $2,127,063,738 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
XLK
SELECT SECTOR S...
Unknown 2.15% 3.04% #4 3
Prev: #1
3.2 6,437,393 96.3%
P
S
13,123,017 $1,889,320,991 2011 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DFAC
DIMENSIONAL ETF...
ETF 1.93% 2.65% #5 2
Prev: #3
2.8 180,988 0.4%
P
S
42,704,909 $1,690,687,330 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VOO
VANGUARD INDEX ...
ETF 1.90% 2.48% #6 2
Prev: #4
2.8 158,123 6.3%
P
S
2,662,135 $1,666,428,293 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
SPDR S&P 500 ET...
ETF 1.83% 2.27% #7 1
Prev: #6
2.8 390,597 15.9%
P
S
2,853,451 $1,603,729,397 2011 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 1.81% 1.60% #8 1
Prev: #9
2.9 2,387,081 53.0%
P
S
6,893,921 $1,587,386,935 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IVV
ISHARES TR
ETF 1.64% 1.80% #9 2
Prev: #7
2.7 432,244 26.0%
P
S
2,096,127 $1,435,647,018 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOG
ALPHABET INC
Communication Services 1.54% 1.23% #10 2
Prev: #12
2.7 1,215,393 39.0%
P
S
4,333,782 $1,353,245,615 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC
Communication Services 1.43% 0.96% #11 12
Prev: #23
2.8 1,609,694 65.8%
P
S
4,054,798 $1,257,098,199 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EQTY
VALUED ADVISERS...
Unknown 1.39% 0.00% #12 956
Prev: #968
2.9 44,951,222 49402.4%
P
S
45,042,212 $1,215,839,902 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VGT
VANGUARD WORLD ...
ETF 1.11% 0.87% #13 18
Prev: #31
2.7 571,488 78.8%
P
S
1,297,055 $977,602,960 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JPM
JPMORGAN CHASE ...
Financial Services 1.10% 1.20% #14 1
Prev: #13
2.5 640,513 27.1%
P
S
3,007,563 $967,948,998 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ITOT
ISHARES TR
ETF 1.04% 1.18% #15 1
Prev: #14
2.5 1,139,669 22.7%
P
S
6,150,404 $914,502,085 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IWF
ISHARES TR
ETF 1.03% 1.00% #16 4
Prev: #20
2.5 583,623 44.1%
P
S
1,908,493 $903,192,548 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AVGO
BROADCOM INC
Technology 1.03% 0.74% #17 17
Prev: #34
2.7 1,209,615 86.8%
P
S
2,603,858 $900,223,024 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VTI
VANGUARD INDEX ...
ETF 0.97% 0.94% #18 8
Prev: #26
2.5 785,256 44.5%
P
S
2,549,585 $854,781,516 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BSVO
EA SERIES TRUST
Unknown 0.97% 1.26% #19 9
Prev: #10
2.4 1,916,671 5.6%
P
S
36,371,177 $847,448,449 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VTV
VANGUARD INDEX ...
ETF 0.94% 0.97% #20 2
Prev: #22
2.5 1,101,815 34.3%
P
S
4,312,622 $823,614,982 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
META
META PLATFORMS ...
Communication Services 0.92% 0.88% #21 9
Prev: #30
2.6 474,265 63.6%
P
S
1,219,622 $806,412,369 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DFAT
DIMENSIONAL ETF...
ETF 0.90% 1.24% #22 11
Prev: #11
2.4 40,703 0.3%
P
S
13,284,203 $790,941,471 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VGIT
VANGUARD SCOTTS...
Bond/Debt 0.86% 0.92% #23 4
Prev: #27
2.4 3,095,022 32.7%
P
S
12,566,508 $753,110,851 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DUHP
DIMENSIONAL ETF...
ETF 0.84% 1.13% #24 9
Prev: #15
2.3 716,130 3.9%
P
S
19,304,073 $734,133,899 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IWB
ISHARES TR
ETF 0.83% 1.03% #25 7
Prev: #18
2.4 215,456 12.4%
P
S
1,955,205 $730,138,515 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DABS
DOUBLELINE ETF ...
ETF 0.00% 1.02%
Sold All 😨
(Was: #19)
0.3 -3,380,343 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PTGX
PROTAGONIST THE...
Healthcare 0.00% 0.05%
Sold All 😨
(Was: #309)
0.3 -448,988 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ADTN
ADTRAN HOLDINGS...
Technology 0.00% 0.04%
Sold All 😨
(Was: #339)
0.3 -109,183 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IBDQ
ISHARES TR
Bond/Debt 0.00% 0.03%
Sold All 😨
(Was: #411)
0.3 -750,980 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CCNE
CNB FINL CORP P...
Financial Services 0.00% 0.03%
Sold All 😨
(Was: #412)
0.3 -58,112 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VRNA
VERONA PHARMA P...
Unknown 0.00% 0.03%
Sold All 😨
(Was: #445)
0.3 -150,005 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GDEN
GOLDEN ENTMT IN...
Consumer Cyclical 0.00% 0.02%
Sold All 😨
(Was: #471)
0.3 -100,471 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BSCP
INVESCO EXCH TR...
ETF 0.00% 0.02%
Sold All 😨
(Was: #492)
0.3 -623,356 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
K
KELLANOVA
Consumer Defensive 0.00% 0.02%
Sold All 😨
(Was: #565)
0.3 -118,604 -100.0%
CLOSED
$— 2011 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CLPR
CLIPPER RLTY IN...
Real Estate 0.00% 0.01%
Sold All 😨
(Was: #582)
0.3 -88,085 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CLPT
CLEARPOINT NEUR...
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #613)
0.3 -121,106 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GWRS
GLOBAL WTR RES ...
Utilities 0.00% 0.01%
Sold All 😨
(Was: #667)
0.3 -25,443 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FMS
FRESENIUS MEDIC...
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #676)
0.3 -17,271 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GSAT
GLOBALSTAR INC
Communication Services 0.00% 0.01%
Sold All 😨
(Was: #718)
0.3 -12,502 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DXPE
DXP ENTERPRISES...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #720)
0.3 -20,053 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GOCO
GOHEALTH INC
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #794)
0.3 -56,082 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GOSS
GOSSAMER BIO IN...
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #858)
0.3 -1,325,198 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FAS
DIREXION SHS ET...
ETF 0.00% 0.01%
Sold All 😨
(Was: #864)
0.3 -19,200 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CZNC
CITIZENS & NORT...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #867)
0.3 -5,873 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IBTF
ISHARES TR
Bond/Debt 0.00% 0.01%
Sold All 😨
(Was: #889)
0.3 -133,486 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ACLS
AXCELIS TECHNOL...
Technology 0.00% 0.00%
Sold All 😨
(Was: #892)
0.3 -4,206 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MOH
MOLINA HEALTHCA...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #915)
0.3 -14,842 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GSBC
GREAT SOUTHN BA...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #963)
0.3 -7,668 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CWAN
CLEARWATER ANAL...
Technology 0.00% 0.00%
Sold All 😨
(Was: #974)
0.3 -17,436 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FXE
INVESCO CURRENC...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #985)
0.3 -20,515 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FLUT
FLUTTER ENTMT P...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #990)
0.3 -8,774 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BSMP
INVESCO EXCH TR...
ETF 0.00% 0.00%
Sold All 😨
(Was: #998)
0.3 -85,616 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BCRX
BIOCRYST PHARMA...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1003)
0.3 -10,117 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FLXS
FLEXSTEEL INDS ...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1009)
0.3 -23,845 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IBMN
ISHARES TR
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #1018)
0.3 -73,822 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CLSK
CLEANSPARK INC
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1026)
0.3 -46,884 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BHLB
BEACON FINANCIA...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1036)
0.3 -12,789 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CWEN/A
CLEARWAY ENERGY...
Utilities 0.00% 0.00%
Sold All 😨
(Was: #1037)
0.3 -3,473 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WAY
WAYSTAR HLDG CO...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1044)
0.3 -49,022 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ANDE
ANDERSONS INC
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #1120)
0.3 -4,601 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
COLL
COLLEGIUM PHARM...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1130)
0.3 -9,631 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LRN
STRIDE INC
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #1174)
0.3 -8,881 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VOYG
VOYAGER TECHNOL...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1213)
0.3 -40,506 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ATEC
ALPHATEC HLDGS ...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1221)
0.3 -9,461 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ACRV
ACRIVON THERAPE...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1292)
0.3 -19,846 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GEF/B
GREIF INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1312)
0.3 -9,193 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MYFW
FIRST WESTN FIN...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1335)
0.3 -2,146 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CSQ
CALAMOS STRATEG...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #1337)
0.3 -45,675 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GLNG
GOLAR LNG LTD
Energy 0.00% 0.00%
Sold All 😨
(Was: #1342)
0.3 -4,051 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FMNB
FARMERS NATIONA...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1347)
0.3 -12,621 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BCH
BANCO DE CHILE
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1364)
0.3 -4,798 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
QUBT
QUANTUM COMPUTI...
Technology 0.00% 0.00%
Sold All 😨
(Was: #1390)
0.3 -43,687 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GEF
GREIF INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1399)
0.3 -7,679 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CENTA
CENTRAL GARDEN ...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #1400)
0.3 -8,922 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FRPH
FRP HLDGS INC
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #1428)
0.3 -1,718 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CTA
SIMPLIFY EXCHAN...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1444)
0.3 -24,891 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FBLA
FB BANCORP INC
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1473)
0.3 -25,813 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FBK
FB FINL CORP
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1481)
0.3 -23,683 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EVER
EVERQUOTE INC
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #1491)
0.3 -40,362 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HONE
HARBORONE BANCO...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1503)
0.3 -38,782 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CON
CONCENTRA GROUP...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1509)
0.3 -6,768 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BWFG
BANKWELL FINL G...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1512)
0.3 -17,144 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LNW
LIGHT & WONDER ...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1530)
0.3 -7,225 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RAYC
ADVISORS INNER ...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #1542)
0.3 -32,364 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IPG
INTERPUBLIC GRO...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #1566)
0.3 -20,177 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LONA
ATHIRA PHARMA I...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1567)
0.3 -8,415 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ANGI
ANGI INC
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #1576)
0.3 -8,676 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LAW
CS DISCO INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #1577)
0.3 -2,533 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
COOP
MR COOPER GROUP...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1583)
0.3 -2,571 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
APLS
APELLIS PHARMAC...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1622)
0.3 -21,771 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GFEB
FIRST TR EXCHNG...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1623)
0.3 -11,907 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ALMU
AELUMA INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #1630)
0.3 -4,545 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VTLE
VITAL ENERGY IN...
Energy 0.00% 0.00%
Sold All 😨
(Was: #1648)
0.3 -27,174 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ERO
ERO COPPER CORP
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #1664)
0.3 -832 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CMPR
CIMPRESS PLC
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1671)
0.3 -3,075 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GOGO
GOGO INC
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #1678)
0.3 -8,416 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CHT
CHUNGHWA TELECO...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #1680)
0.3 -3,280 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DCGO
DOCGO INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1706)
0.3 -5,389 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TEM
TEMPUS AI INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1707)
0.3 -4,919 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CMTG
CLAROS MTG TR I...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #1708)
0.3 -10,259 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BNZI
BANZAI INTERNAT...
Technology 0.00% 0.00%
Sold All 😨
(Was: #1717)
0.3 -10,150 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CLAR
CLARUS CORP NEW
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1746)
0.3 -6,039 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HIW
HIGHWOODS PPTYS...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #1771)
0.3 -11,074 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PLUS
EPLUS INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #1786)
0.3 -2,170 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LVDS
J P MORGAN EXCH...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #1793)
0.3 -6,493 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PEO
ADAM NAT RES FD...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1794)
0.3 -15,570 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CCRN
CROSS CTRY HEAL...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1795)
0.3 -1,050 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FSS
FEDERAL SIGNAL ...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1835)
0.3 -9,422 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
APPS
DIGITAL TURBINE...
Technology 0.00% 0.00%
Sold All 😨
(Was: #1836)
0.3 -253 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CPK
CHESAPEAKE UTIL...
Utilities 0.00% 0.00%
Sold All 😨
(Was: #1842)
0.3 -2,343 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IBHE
ISHARES TR
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #1844)
0.3 -12,885 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FRME
FIRST MERCHANTS...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1846)
0.3 -7,620 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
EML
EASTERN CO
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1854)
0.3 -1,722 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CGEM
CULLINAN THERAP...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1857)
0.3 -3,498 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GT
GOODYEAR TIRE &...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1859)
0.3 -3,371 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BIGC
COMMERCE.COM IN...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1873)
0.3 -51,971 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CTRE
CARETRUST REIT ...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #1886)
0.3 -636 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CERT
CERTARA INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1898)
0.3 -893 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VIRC
VIRCO MFG CO
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1913)
0.3 -34,269 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
WYNN
WYNN RESORTS LT...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1922)
0.3 -2,027 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MTSR
METSERA INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1927)
0.3 -4,905 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SFM
SPROUTS FMRS MK...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #1931)
0.3 -2,344 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FIHL
FIDELIS INSURAN...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1936)
0.3 -4,262 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AMRX
AMNEAL PHARMACE...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1953)
0.3 -4,203 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BHF
BRIGHTHOUSE FIN...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1956)
0.3 -4,530 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FHTX
FOGHORN THERAPE...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1958)
0.3 -1,549 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DY
DYCOM INDS INC
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1964)
0.3 -2,154 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CSWC
CAPITAL SOUTHWE...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1967)
0.3 -10,772 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RDTY
TIDAL TRUST II
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1970)
0.3 -5,300 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
STM
STMICROELECTRON...
Technology 0.00% 0.00%
Sold All 😨
(Was: #1971)
0.3 -8,560 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AGYS
AGILYSYS INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #1976)
0.3 -959 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CMRE
COSTAMARE INC
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1980)
0.3 -5,507 -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: #1985)
0.3 -3,072 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NPO
ENPRO INC
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1992)
0.3 -1,003 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FREL
FIDELITY COVING...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2005)
0.3 -8,033 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
INBK
FIRST INTERNET ...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #2007)
0.3 -1,013 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MTDR
MATADOR RES CO
Energy 0.00% 0.00%
Sold All 😨
(Was: #2013)
0.3 -4,916 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FXH
FIRST TR EXCHAN...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2016)
0.3 -2,300 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DK
DELEK US HLDGS ...
Energy 0.00% 0.00%
Sold All 😨
(Was: #2017)
0.3 -1,350 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
QLYS
QUALYS INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #2022)
0.3 -1,620 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SOXL
DIREXION SHS ET...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2027)
0.3 -6,215 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ERJ
EMBRAER S.A.
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2030)
0.3 -4,600 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BGC
BGC GROUP INC
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #2043)
0.3 -4,869 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
XPRO
EXPRO GROUP HOL...
Energy 0.00% 0.00%
Sold All 😨
(Was: #2044)
0.3 -17,147 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CRDF
CARDIFF ONCOLOG...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #2045)
0.3 -5,185 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
COMM
COMMSCOPE HLDG ...
Technology 0.00% 0.00%
Sold All 😨
(Was: #2047)
0.3 -3,219 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GCO
GENESCO INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #2048)
0.3 -7,075 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BGRN
ISHARES TR
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #2052)
0.3 -4,238 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
JACK
JACK IN THE BOX...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #2057)
0.3 -10,208 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CVE
CENOVUS ENERGY ...
Energy 0.00% 0.00%
Sold All 😨
(Was: #2061)
0.3 -11,832 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GCI
GANNETT CO INC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2080)
0.3 -12,961 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SKLZ
SKILLZ INC
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #2090)
0.3 -18,714 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NRDS
NERDWALLET INC
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #2091)
0.3 -13,832 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
KELYA
KELLY SVCS INC
Industrials 0.00% 0.00%
Sold All 😨
(Was: #2099)
0.3 -10,442 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ABR
ARBOR REALTY TR...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #2101)
0.3 -11,136 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BYON
BED BATH & BEYO...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2102)
0.3 -12,107 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CHRS
COHERUS ONCOLOG...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #2103)
0.3 -42,986 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
XIFR
XPLR INFRASTRUC...
Utilities 0.00% 0.00%
Sold All 😨
(Was: #2111)
0.3 -12,374 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DDS
DILLARDS INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #2115)
0.3 -12,231 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ELP
COMPANHIA PARAN...
Utilities 0.00% 0.00%
Sold All 😨
(Was: #2117)
0.3 -12,112 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PGRE
PARAMOUNT GROUP...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #2122)
0.3 -16,946 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RXRX
RECURSION PHARM...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #2131)
0.3 -18,555 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
EPM
EVOLUTION PETE ...
Energy 0.00% 0.00%
Sold All 😨
(Was: #2134)
0.3 -12,418 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AHH
ARMADA HOFFLER ...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #2135)
0.3 -11,026 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
RPAY
REPAY HLDGS COR...
Technology 0.00% 0.00%
Sold All 😨
(Was: #2141)
0.3 -14,859 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RLJ
RLJ LODGING TR
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #2144)
0.3 -10,154 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MSTU
ETF OPPORTUNITI...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2148)
0.3 -15,090 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CODI
COMPASS DIVERSI...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #2149)
0.3 -10,027 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NUVB
NUVATION BIO IN...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #2162)
0.3 -13,227 -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: #2163)
0.3 -27,639 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FOXF
FOX FACTORY HLD...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #2167)
0.3 -10,238 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
INO
INOVIO PHARMACE...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #2170)
0.3 -14,289 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MVIS
MICROVISION INC...
Technology 0.00% 0.00%
Sold All 😨
(Was: #2172)
0.3 -25,840 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SLNH
SOLUNA HOLDINGS...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #2178)
0.3 -10,720 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IMMX
IMMIX BIOPHARMA...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #2179)
0.3 -11,900 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
OPK
OPKO HEALTH INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #2180)
0.3 -15,675 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AISPW
AIRSHIP AI HLDG...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2182)
0.3 -13,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
USM
ARRAY DIGITAL I...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2186)
0.3 -12,992 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
URG
UR-ENERGY INC
Energy 0.00% 0.00%
Sold All 😨
(Was: #2189)
0.3 -10,000 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
APTEVO THERAPEU...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2192)
0.3 -10,000 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
ARBK
ARGO BLOCKCHAIN...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #2197)
0.3 -11,800 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ASBP
ASPIRE BIOPHARM...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #2198)
0.3 -12,538 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
COHEN & STEERS ...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2199)
0.3 -29,422 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
BURU
NUBURU INC
Industrials 0.00% 0.00%
Sold All 😨
(Was: #2200)
0.3 -14,175 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 2804 holdings

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