HBK Sorce Advisory LLC

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, HBK Sorce Advisory LLC maintained a portfolio of 777 distinct positions. They heavily accumulated shares in VANGUARD MALVERN FDS, increasing their position by 4.8%. Conversely, HBK Sorce Advisory LLC completely exited their position in EA SERIES TRUST.
PCA Score Concentration Risk
Risk ENB
Total Positions
777
Quarter
2025 Q4
Top Holding
SCHX (21.6%)
Top 10 Concentration
67.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 777
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
SCHX
SCHWAB STRATEGI...
ETF 21.57% 20.39% #1
Prev: #1
6.5 -815,446 -2.3%
P
S
34,479,165 $939,212,442
$18.94 +43.1%
$26.83 +1.0%
2011 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VCRB
VANGUARD MALVER...
ETF 16.65% 15.02% #2
Prev: #2
6.0 421,533 4.8%
P
S
9,274,753 $724,692,109
$76.63 +0.5%
$77.08 -0.0%
2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VEA
VANGUARD TAX-MA...
ETF 12.02% 10.91% #3
Prev: #3
5.5 -511,242 -6.2%
P
S
7,766,637 $523,238,313
$40.26 +58.6%
$62.36 +2.4%
2012 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DFVX
DIMENSIONAL ETF...
ETF 7.73% 6.84% #4
Prev: #4
4.1 -15,911 -0.4%
P
S
4,304,199 $336,717,488 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DFEM
DIMENSIONAL ETF...
ETF 2.59% 0.06% #5 142
Prev: #147
4.5 3,036,269 3691.8%
P
S
3,118,513 $112,890,181 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 2.16% 2.19% #6
Prev: #6
1.4 -53,953 -13.7%
P
S
338,441 $94,127,110 2007 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHB
SCHWAB STRATEGI...
ETF 1.90% 1.79% #7
Prev: #7
1.3 -70,881 -2.2%
P
S
3,106,134 $82,840,589 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VOO
VANGUARD INDEX ...
ETF 1.14% 2.93% #8 3
Prev: #5
0.5 -140,817 -64.4%
P
S
77,874 $49,468,560 2014 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
OMFL
INVESCO EXCH TR...
ETF 1.13% 1.10% #9 2
Prev: #11
1.0 -58,793 -7.0%
P
S
780,244 $49,288,010 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DFCF
DIMENSIONAL ETF...
ETF 0.99% 0.97% #10 2
Prev: #12
0.9 -41,281 -3.9%
P
S
1,005,708 $43,004,083 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 0.92% 1.22% #11 2
Prev: #9
0.4 -83,004 -27.8%
P
S
215,100 $39,881,780 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 0.82% 1.28% #12 4
Prev: #8
0.3 -23,081 -20.6%
P
S
89,180 $35,773,835 2006 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JPM
JPMORGAN CHASE ...
Financial Services 0.81% 0.83% #13
Prev: #13
0.8 -16,505 -13.1%
P
S
109,738 $35,379,663 2006 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VTEB
VANGUARD MUN BD...
ETF 0.77% 0.75% #14
Prev: #14
0.8 -23,704 -3.5%
P
S
662,875 $33,574,615 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VTI
VANGUARD INDEX ...
ETF 0.72% 0.74% #15
Prev: #15
0.8 -10,484 -10.2%
P
S
92,494 $31,536,775 2010 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VMBS
VANGUARD SCOTTS...
ETF 0.65% 0.55% #16 3
Prev: #19
2.3 62,952 11.7%
P
S
600,200 $28,341,444 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHE
SCHWAB STRATEGI...
ETF 0.65% 1.13% #17 7
Prev: #10
0.3 -736,079 -47.7%
P
S
808,459 $28,255,639 2011 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VCRM
VANGUARD MUN BD...
ETF 0.59% 0.24% #18 27
Prev: #45
3.2 192,674 132.6%
P
S
337,934 $25,716,806 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FEX
FIRST TR EXCHAN...
ETF 0.52% 0.47% #19 3
Prev: #22
0.7 -4,922 -2.7%
P
S
179,998 $22,758,905 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FTCS
FIRST TR EXCHAN...
ETF 0.50% 0.45% #20 3
Prev: #23
0.7 -2,251 -1.0%
P
S
220,594 $21,860,857 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC
Communication Services 0.49% 0.52% #21 1
Prev: #20
0.2 -31,439 -32.3%
P
S
65,844 $21,258,448 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FTSM
FIRST TR EXCHAN...
ETF 0.47% 0.34% #22 11
Prev: #33
2.7 75,112 28.5%
P
S
338,878 $20,329,287 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VONG
VANGUARD SCOTTS...
ETF 0.45% 0.49% #23 2
Prev: #21
0.7 -17,056 -9.3%
P
S
166,672 $19,582,279 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 0.43% 0.56% #24 7
Prev: #17
0.2 -26,080 -22.6%
P
S
89,252 $18,771,412 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VIG
VANGUARD SPECIA...
ETF 0.43% 0.39% #25 3
Prev: #28
0.7 -1,401 -1.7%
P
S
81,450 $18,695,265 2011 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BOXX
EA SERIES TRUST
Unknown 0.00% 0.25%
Sold All 😨
(Was: #41)
0.0 -100,323 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPIB
SPDR SERIES TRU...
Bond/Debt 0.00% 0.21%
Sold All 😨
(Was: #52)
0.0 -281,674 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
JPIE
J P MORGAN EXCH...
ETF 0.00% 0.12%
Sold All 😨
(Was: #81)
0.0 -115,645 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
XNTK
SPDR SERIES TRU...
ETF 0.00% 0.11%
Sold All 😨
(Was: #89)
0.0 -18,198 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DYNF
BLACKROCK ETF T...
ETF 0.00% 0.11%
Sold All 😨
(Was: #91)
0.0 -83,327 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
QUAL
ISHARES TR
ETF 0.00% 0.11%
Sold All 😨
(Was: #94)
0.0 -24,791 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IUSB
ISHARES TR
ETF 0.00% 0.10%
Sold All 😨
(Was: #101)
0.0 -94,456 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
EVTR
MORGAN STANLEY ...
ETF 0.00% 0.09%
Sold All 😨
(Was: #105)
0.0 -80,947 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GMUB
GOLDMAN SACHS E...
ETF 0.00% 0.09%
Sold All 😨
(Was: #108)
0.0 -78,253 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AAAU
GOLDMAN SACHS P...
ETF 0.00% 0.07%
Sold All 😨
(Was: #135)
0.0 -77,250 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ARWR
ARROWHEAD PHARM...
Healthcare 0.00% 0.06%
Sold All 😨
(Was: #143)
0.0 -76,408 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BAI
BLACKROCK ETF T...
ETF 0.00% 0.05%
Sold All 😨
(Was: #160)
0.0 -63,718 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
THRO
BLACKROCK ETF T...
ETF 0.00% 0.05%
Sold All 😨
(Was: #162)
0.0 -58,398 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
JQUA
J P MORGAN EXCH...
ETF 0.00% 0.04%
Sold All 😨
(Was: #184)
0.0 -29,521 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TLH
ISHARES TR
ETF 0.00% 0.04%
Sold All 😨
(Was: #199)
0.0 -16,761 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CAIE
CALAMOS ETF TR
ETF 0.00% 0.03%
Sold All 😨
(Was: #244)
0.0 -49,119 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TMUS
T-MOBILE US INC
Communication Services 0.00% 0.03%
Sold All 😨
(Was: #257)
0.0 -5,392 -100.0%
CLOSED
$— 2016 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPYG
SPDR SERIES TRU...
Unknown 0.00% 0.03%
Sold All 😨
(Was: #260)
0.0 -11,514 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VBIL
VANGUARD INSTL ...
ETF 0.00% 0.02%
Sold All 😨
(Was: #283)
0.0 -13,505 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
OHI
OMEGA HEALTHCAR...
Real Estate 0.00% 0.02%
Sold All 😨
(Was: #284)
0.0 -24,916 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DLR
DIGITAL RLTY TR...
Real Estate 0.00% 0.02%
Sold All 😨
(Was: #296)
0.0 -5,512 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MGK
VANGUARD WORLD ...
Warrant 0.00% 0.02%
Sold All 😨
(Was: #301)
0.0 -2,258 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AMLP
ALPS ETF TR
ETF 0.00% 0.02%
Sold All 😨
(Was: #309)
0.0 -19,391 -100.0%
CLOSED
$— 2013 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ARCC
ARES CAPITAL CO...
Financial Services 0.00% 0.02%
Sold All 😨
(Was: #310)
0.0 -45,551 -100.0%
CLOSED
$— 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VICI
VICI PPTYS INC
Real Estate 0.00% 0.02%
Sold All 😨
(Was: #311)
0.0 -28,492 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AXON
AXON ENTERPRISE...
Industrials 0.00% 0.02%
Sold All 😨
(Was: #313)
0.0 -1,214 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
EQAL
INVESCO EXCH TR...
ETF 0.00% 0.02%
Sold All 😨
(Was: #317)
0.0 -16,569 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SON
SONOCO PRODS CO
Consumer Cyclical 0.00% 0.02%
Sold All 😨
(Was: #320)
0.0 -20,220 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
STWD
STARWOOD PPTY T...
Real Estate 0.00% 0.02%
Sold All 😨
(Was: #324)
0.0 -44,721 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DHT
DHT HOLDINGS IN...
Energy 0.00% 0.02%
Sold All 😨
(Was: #333)
0.0 -70,706 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
STIP
ISHARES TR
ETF 0.00% 0.02%
Sold All 😨
(Was: #340)
0.0 -7,490 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VOT
VANGUARD INDEX ...
ETF 0.00% 0.02%
Sold All 😨
(Was: #344)
0.0 -2,582 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IDEV
ISHARES TR
Bond/Debt 0.00% 0.02%
Sold All 😨
(Was: #363)
0.0 -8,580 -100.0%
CLOSED
$— 2019 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AZN
ASTRAZENECA PLC
Healthcare 0.00% 0.02%
Sold All 😨
(Was: #364)
0.0 -8,162 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ROP
ROPER TECHNOLOG...
Technology 0.00% 0.01%
Sold All 😨
(Was: #385)
0.0 -1,226 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IXUS
ISHARES TR
ETF 0.00% 0.01%
Sold All 😨
(Was: #395)
0.0 -7,277 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EOG
EOG RES INC
Energy 0.00% 0.01%
Sold All 😨
(Was: #403)
0.0 -5,276 -100.0%
CLOSED
$— 2016 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
LEU
CENTRUS ENERGY ...
Energy 0.00% 0.01%
Sold All 😨
(Was: #409)
0.0 -1,580 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
JPST
J P MORGAN EXCH...
ETF 0.00% 0.01%
Sold All 😨
(Was: #411)
0.0 -11,323 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
KR
KROGER CO
Consumer Defensive 0.00% 0.01%
Sold All 😨
(Was: #413)
0.0 -8,375 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HOOD
ROBINHOOD MKTS ...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #417)
0.0 -3,731 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IAGG
ISHARES TR
Bond/Debt 0.00% 0.01%
Sold All 😨
(Was: #422)
0.0 -10,781 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MGV
VANGUARD WORLD ...
ETF 0.00% 0.01%
Sold All 😨
(Was: #423)
0.0 -3,998 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PBDC
PUTNAM ETF TRUS...
ETF 0.00% 0.01%
Sold All 😨
(Was: #427)
0.0 -18,001 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HCA
HCA HEALTHCARE ...
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #428)
0.0 -1,267 -100.0%
CLOSED
$— 2015 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MINT
PIMCO ETF TR
ETF 0.00% 0.01%
Sold All 😨
(Was: #433)
0.0 -5,274 -100.0%
CLOSED
$— 2012 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
EMB
ISHARES TR
ETF 0.00% 0.01%
Sold All 😨
(Was: #451)
0.0 -5,108 -100.0%
CLOSED
$— 2011 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GRMN
GARMIN LTD
Technology 0.00% 0.01%
Sold All 😨
(Was: #454)
0.0 -1,827 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
OKLO
OKLO INC
Utilities 0.00% 0.01%
Sold All 😨
(Was: #460)
0.0 -3,442 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
XLI
SELECT SECTOR S...
Unknown 0.00% 0.01%
Sold All 😨
(Was: #465)
0.0 -2,885 -100.0%
CLOSED
$— 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AWK
AMERICAN WTR WK...
Utilities 0.00% 0.01%
Sold All 😨
(Was: #469)
0.0 -3,087 -100.0%
CLOSED
$— 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TTD
THE TRADE DESK ...
Communication Services 0.00% 0.01%
Sold All 😨
(Was: #476)
0.0 -7,969 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BKLN
INVESCO EXCH TR...
ETF 0.00% 0.01%
Sold All 😨
(Was: #484)
0.0 -19,572 -100.0%
CLOSED
$— 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IEF
ISHARES TR
ETF 0.00% 0.01%
Sold All 😨
(Was: #494)
0.0 -4,083 -100.0%
CLOSED
$— 2016 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DDOG
DATADOG INC
Technology 0.00% 0.01%
Sold All 😨
(Was: #496)
0.0 -2,373 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SCZ
ISHARES TR
ETF 0.00% 0.01%
Sold All 😨
(Was: #499)
0.0 -5,026 -100.0%
CLOSED
$— 2016 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CSGP
COSTAR GROUP IN...
Real Estate 0.00% 0.01%
Sold All 😨
(Was: #502)
0.0 -4,838 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IRM
IRON MTN INC DE...
Real Estate 0.00% 0.01%
Sold All 😨
(Was: #504)
0.0 -3,573 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IEI
ISHARES TR
ETF 0.00% 0.01%
Sold All 😨
(Was: #514)
0.0 -3,068 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
RGTI
RIGETTI COMPUTI...
Technology 0.00% 0.01%
Sold All 😨
(Was: #515)
0.0 -8,444 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HPQ
HP INC
Technology 0.00% 0.01%
Sold All 😨
(Was: #527)
0.0 -12,799 -100.0%
CLOSED
$— 2006 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TTE
TOTALENERGIES S...
Energy 0.00% 0.01%
Sold All 😨
(Was: #533)
0.0 -5,707 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MSTR
STRATEGY INC
Technology 0.00% 0.01%
Sold All 😨
(Was: #534)
0.0 -1,019 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SYF
SYNCHRONY FINAN...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #536)
0.0 -4,732 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FOXA
FOX CORP
Communication Services 0.00% 0.01%
Sold All 😨
(Was: #541)
0.0 -5,476 -100.0%
CLOSED
$— 2013 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RLY
SSGA ACTIVE ETF...
ETF 0.00% 0.01%
Sold All 😨
(Was: #543)
0.0 -10,535 -100.0%
CLOSED
$— 2014 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FNF
FIDELITY NATION...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #546)
0.0 -5,776 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NET
CLOUDFLARE INC
Technology 0.00% 0.01%
Sold All 😨
(Was: #555)
0.0 -1,425 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
B
BARRICK MNG COR...
Basic Materials 0.00% 0.01%
Sold All 😨
(Was: #560)
0.0 -8,996 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FFIV
F5 INC
Technology 0.00% 0.01%
Sold All 😨
(Was: #561)
0.0 -884 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SNOW
SNOWFLAKE INC
Technology 0.00% 0.01%
Sold All 😨
(Was: #565)
0.0 -1,196 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
UNM
UNUM GROUP
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #568)
0.0 -3,787 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ADX
ADAMS DIVERSIFI...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #569)
0.0 -13,092 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GVI
ISHARES TR
Bond/Debt 0.00% 0.01%
Sold All 😨
(Was: #571)
0.0 -2,751 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VBK
VANGUARD INDEX ...
ETF 0.00% 0.01%
Sold All 😨
(Was: #574)
0.0 -952 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LMBS
FIRST TR EXCHAN...
ETF 0.00% 0.01%
Sold All 😨
(Was: #575)
0.0 -5,820 -100.0%
CLOSED
$— 2019 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GDX
VANECK ETF TRUS...
ETF 0.00% 0.01%
Sold All 😨
(Was: #576)
0.0 -3,662 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IGIB
ISHARES TR
ETF 0.00% 0.01%
Sold All 😨
(Was: #577)
0.0 -5,267 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CCI
CROWN CASTLE IN...
Real Estate 0.00% 0.01%
Sold All 😨
(Was: #583)
0.0 -2,867 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
UAL
UNITED AIRLS HL...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #587)
0.0 -2,773 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PAVE
GLOBAL X FDS
ETF 0.00% 0.01%
Sold All 😨
(Was: #589)
0.0 -5,566 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SRLN
SSGA ACTIVE ETF...
ETF 0.00% 0.01%
Sold All 😨
(Was: #591)
0.0 -6,494 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NANC
TIDAL TRUST I
Unknown 0.00% 0.01%
Sold All 😨
(Was: #596)
0.0 -5,828 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CDW
CDW CORP
Technology 0.00% 0.01%
Sold All 😨
(Was: #597)
0.0 -1,671 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JMOM
J P MORGAN EXCH...
Bond/Debt 0.00% 0.01%
Sold All 😨
(Was: #598)
0.0 -3,834 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SOFI
SOFI TECHNOLOGI...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #599)
0.0 -9,323 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VRSK
VERISK ANALYTIC...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #600)
0.0 -1,072 -100.0%
CLOSED
$— 2019 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CRWV
COREWEAVE INC
Technology 0.00% 0.01%
Sold All 😨
(Was: #602)
0.0 -1,849 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CRH
CRH PLC
Basic Materials 0.00% 0.01%
Sold All 😨
(Was: #603)
0.0 -2,180 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
USIG
ISHARES TR
ETF 0.00% 0.01%
Sold All 😨
(Was: #604)
0.0 -4,884 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WSO
WATSCO INC
Industrials 0.00% 0.01%
Sold All 😨
(Was: #607)
0.0 -640 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
OMF
ONEMAIN HLDGS I...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #610)
0.0 -4,600 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VXF
VANGUARD INDEX ...
ETF 0.00% 0.01%
Sold All 😨
(Was: #611)
0.0 -1,181 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FTSL
FIRST TR EXCHAN...
ETF 0.00% 0.01%
Sold All 😨
(Was: #614)
0.0 -5,462 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
USHY
ISHARES TR
ETF 0.00% 0.01%
Sold All 😨
(Was: #616)
0.0 -6,670 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
WDAY
WORKDAY INC
Technology 0.00% 0.01%
Sold All 😨
(Was: #617)
0.0 -1,049 -100.0%
CLOSED
$— 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WST
WEST PHARMACEUT...
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #619)
0.0 -915 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EQIX
EQUINIX INC
Real Estate 0.00% 0.01%
Sold All 😨
(Was: #623)
0.0 -301 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
KHC
KRAFT HEINZ CO
Consumer Defensive 0.00% 0.01%
Sold All 😨
(Was: #626)
0.0 -9,561 -100.0%
CLOSED
$— 2015 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SMR
NUSCALE PWR COR...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #627)
0.0 -6,276 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NRG
NRG ENERGY INC
Utilities 0.00% 0.01%
Sold All 😨
(Was: #628)
0.0 -1,421 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FICO
FAIR ISAAC CORP
Technology 0.00% 0.01%
Sold All 😨
(Was: #633)
0.0 -138 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VTWO
VANGUARD SCOTTS...
ETF 0.00% 0.01%
Sold All 😨
(Was: #634)
0.0 -2,341 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EXR
EXTRA SPACE STO...
Real Estate 0.00% 0.01%
Sold All 😨
(Was: #635)
0.0 -1,631 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SMMV
ISHARES TR
ETF 0.00% 0.01%
Sold All 😨
(Was: #636)
0.0 -5,368 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SHY
ISHARES TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #637)
0.0 -2,783 -100.0%
CLOSED
$— 2007 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BNDX
VANGUARD CHARLO...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #644)
0.0 -4,613 -100.0%
CLOSED
$— 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BAM
BROOKFIELD ASSE...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #648)
0.0 -3,863 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HWM
HOWMET AEROSPAC...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #650)
0.0 -1,174 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LEN
LENNAR CORP
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #653)
0.0 -1,848 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BWXT
BWX TECHNOLOGIE...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #654)
0.0 -1,125 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
J
JACOBS SOLUTION...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #655)
0.0 -1,395 -100.0%
CLOSED
$— 2008 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPAB
SPDR SERIES TRU...
ETF 0.00% 0.00%
Sold All 😨
(Was: #659)
0.0 -8,402 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AFG
AMERICAN FINL G...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #663)
0.0 -1,468 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IQV
IQVIA HLDGS INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #664)
0.0 -1,069 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IDXX
IDEXX LABS INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #665)
0.0 -339 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CP
CANADIAN PACIFI...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #666)
0.0 -2,740 -100.0%
CLOSED
$— 2013 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
QBTS
D-WAVE QUANTUM ...
Technology 0.00% 0.00%
Sold All 😨
(Was: #669)
0.0 -6,175 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NG
NOVAGOLD RES IN...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #673)
0.0 -20,000 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
RWR
SPDR SERIES TRU...
ETF 0.00% 0.00%
Sold All 😨
(Was: #676)
0.0 -2,073 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BXP
BXP INC
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #677)
0.0 -2,798 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BMNRD
BITMINE IMMERSI...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #680)
0.0 -3,390 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MAGS
LISTED FDS TR
Unknown 0.00% 0.00%
Sold All 😨
(Was: #682)
0.0 -3,116 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CRDO
CREDO TECHNOLOG...
Technology 0.00% 0.00%
Sold All 😨
(Was: #685)
0.0 -1,348 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DOLE
DOLE PLC
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #688)
0.0 -14,033 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TELA
TELA BIO INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #689)
0.0 -100,365 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ACHR
ARCHER AVIATION...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #690)
0.0 -12,157 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BKT
BLACKROCK INCOM...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #692)
0.0 -13,057 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ENVX
ENOVIX CORPORAT...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #693)
0.0 -11,475 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GTN
GRAY MEDIA INC
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #694)
0.0 -26,023 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AMCR
AMCOR PLC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #698)
0.0 -14,501 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
OPEN
OPENDOOR TECHNO...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #700)
0.0 -11,066 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ASM
AVINO SILVER & ...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #705)
0.0 -12,590 -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: #706)
0.0 -10,463 -100.0%
CLOSED
$— 2014 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SLI
STANDARD LITHIU...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #708)
0.0 -12,185 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
INDI
INDIE SEMICONDU...
Technology 0.00% 0.00%
Sold All 😨
(Was: #710)
0.0 -10,066 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SENS
SENSEONICS HLDG...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #712)
0.0 -83,398 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
QSI
QUANTUM SI INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #713)
0.0 -21,428 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WTI
W & T OFFSHORE ...
Energy 0.00% 0.00%
Sold All 😨
(Was: #715)
0.0 -16,603 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ALEC
ALECTOR INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #717)
0.0 -11,171 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VXRT
VAXART INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #721)
0.0 -75,118 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
AFFIRM HLDGS IN...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #722)
0.0 -27,000 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
TRUE
TRUECAR INC
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #725)
0.0 -11,976 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CVGI
COMMERCIAL VEH ...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #726)
0.0 -10,459 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
SNAP INC
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #730)
0.0 -17,000 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
SACH
SACHEM CAP CORP
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #732)
0.0 -11,749 -100.0%
CLOSED
$— 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
REI
RING ENERGY INC
Energy 0.00% 0.00%
Sold All 😨
(Was: #733)
0.0 -11,174 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AUR
AURORA INNOVATI...
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #734)
0.0 -10,000 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
BLACKROCK INCOM...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #735)
0.0 -12,977 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 777 holdings

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