AI Portfolio Summary
In 2025 Q4, JDM Financial Group LLC maintained a portfolio of 305 distinct positions. The most significant new addition to the portfolio was SCHWAB INTERMEDIATE-, which now represents 1.32% of the total fund value. They heavily accumulated shares in BONDBLOXX BLOOMBERG , increasing their position by 4.7%. Conversely, JDM Financial Group LLC completely exited their position in INNOVATOR U.S. EQUIT.
Total Positions
305
Quarter
2025 Q4
Top Holding
BKLC (11.0%)
Top 10 Concentration
69.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 305
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BKLC
BNY MELLON US L...
|
ETF | 11.00% | 12.52% |
#1
Prev: #1
|
6.5 | -15,974 | -6.9% |
P
S
|
216,631 | $28,335,328 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XHLF
BONDBLOXX BLOOM...
|
ETF | 10.78% | 11.14% |
#2
Prev: #2
|
6.0 | 25,037 | 4.7% |
P
S
|
552,344 | $27,755,262 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPDW
SPDR PORTFOLIO ...
|
ETF | 9.07% | 9.68% |
#3
1
Prev: #4
|
6.6 | 107,719 | 19.7% |
P
S
|
654,429 | $23,359,986 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SGOV
ISHARES 0-3 MON...
|
ETF | 8.90% | 4.57% |
#4
5
Prev: #9
|
7.1 | 120,280 | 111.2% |
P
S
|
228,459 | $22,932,720 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VOO
VANGUARD S&P 50...
|
ETF | 7.54% | 10.19% |
#5
2
Prev: #3
|
6.5 | 336,419 | 578.0% |
P
S
|
394,618 | $19,420,104 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IVV
ISHARES S&P 500...
|
ETF | 5.66% | 6.25% |
#6
1
Prev: #5
|
2.8 | -998 | -4.5% |
P
S
|
21,292 | $14,583,953 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VO
VANGUARD MID CA...
|
ETF | 4.39% | 4.69% |
#7
Prev: #7
|
4.8 | 41,726 | 101.3% |
P
S
|
82,901 | $11,297,392 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VB
VANGUARD SMALL-...
|
ETF | 4.34% | 4.59% |
#8
Prev: #8
|
4.7 | 44,476 | 96.6% |
P
S
|
90,503 | $11,173,306 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPEM
SPDR PORTFOLIO ...
|
ETF | 4.21% | 4.06% |
#9
1
Prev: #10
|
4.2 | 83,186 | 39.8% |
P
S
|
292,134 | $10,839,328 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VNQ
VANGUARD REIT I...
|
ETF | 3.58% | 4.97% |
#10
4
Prev: #6
|
1.9 | 1,543 | 1.2% |
P
S
|
132,920 | $9,222,536 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 2.34% | 2.49% |
#11
Prev: #11
|
1.4 | -74 | -0.8% |
P
S
|
8,858 | $6,040,341 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 2.04% | 2.12% |
#12
Prev: #12
|
1.3 | -571 | -2.9% |
P
S
|
19,318 | $5,251,800 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PJAN
INNOVATOR U.S. ...
|
ETF | 1.90% | 1.11% |
#13
4
Prev: #17
|
3.8 | 46,059 | 79.4% |
P
S
|
104,059 | $4,892,854 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPYG
STATE STREET SP...
|
ETF | 1.87% | 2.00% |
#14
1
Prev: #13
|
1.2 | -468 | -1.0% |
P
S
|
45,234 | $4,826,429 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPYV
STATE STREET SP...
|
ETF | 1.42% | 1.50% |
#15
1
Prev: #14
|
1.1 | -421 | -0.7% |
P
S
|
64,329 | $3,654,555 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHR
SCHWAB INTERMED...
|
ETF | 1.32% | — |
#16
Prev: #—
|
4.0 | 135,762 | no change |
NEW
|
135,762 | $3,404,923 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VEA
VANGUARD FTSE D...
|
ETF | 1.30% | 1.38% |
#17
1
Prev: #16
|
1.0 | -1,095 | -2.0% |
P
S
|
53,787 | $3,360,088 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPLG
STATE STREET SP...
|
ETF | 1.27% | 1.38% |
#18
3
Prev: #15
|
1.0 | -1,342 | -3.2% |
P
S
|
40,746 | $3,268,664 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IJAN
INNOVATOR INTER...
|
ETF | 1.16% | — |
#19
Prev: #—
|
4.0 | 82,989 | no change |
NEW
|
82,989 | $3,000,882 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XTEN
BONDBLOXX BLOOM...
|
ETF | 1.16% | — |
#20
Prev: #—
|
4.0 | 64,897 | no change |
NEW
|
64,897 | $2,999,542 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XSVN
BONDBLOXX BLOOM...
|
ETF | 0.94% | — |
#21
Prev: #—
|
3.9 | 50,312 | no change |
NEW
|
50,312 | $2,417,184 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BUFF
INNOVATOR LADDE...
|
ETF | 0.79% | 0.86% |
#22
3
Prev: #19
|
0.8 | -1,241 | -2.9% |
P
S
|
40,867 | $2,037,629 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IEFA
ISHARES CORE MS...
|
ETF | 0.77% | 0.83% |
#23
3
Prev: #20
|
0.8 | -638 | -2.8% |
P
S
|
22,119 | $1,978,792 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VWO
VANGUARD FTSE E...
|
ETF | 0.73% | 0.88% |
#24
6
Prev: #18
|
0.8 | -3,720 | -9.6% |
P
S
|
34,947 | $1,878,756 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.61% | 0.80% |
#25
4
Prev: #21
|
0.7 | -1,271 | -13.1% |
P
S
|
8,430 | $1,572,192 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PJUN
INNOVATOR U.S. ...
|
ETF | 0.00% | 0.37% |
Sold All 😨
(Was: #28) |
0.0 | -21,447 | -100.0% |
CLOSED
|
— | $— | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PAPR
INNOVATOR U.S. ...
|
ETF | 0.00% | 0.06% |
Sold All 😨
(Was: #60) |
0.0 | -3,808 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ETN
EATON CORP PLC ...
|
Industrials | 0.00% | 0.02% |
Sold All 😨
(Was: #105) |
0.0 | -110 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MRK
MERCK & CO INC ...
|
Healthcare | 0.00% | 0.01% |
Sold All 😨
(Was: #111) |
0.0 | -400 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TXN
TEXAS INSTRS IN...
|
Technology | 0.00% | 0.01% |
Sold All 😨
(Was: #113) |
0.0 | -178 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SGOL
ABRDN PHYSICAL ...
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #117) |
0.0 | -850 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BAUG
INNOVATOR U.S. ...
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #129) |
0.0 | -456 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BFEB
INNOVATOR U.S. ...
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #130) |
0.0 | -450 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MET
METLIFE INC COM
|
Financial Services | 0.00% | 0.01% |
Sold All 😨
(Was: #133) |
0.0 | -250 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CGDV
CAPITAL GROUP D...
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #143) |
0.0 | -424 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BILS
SPDR BLOOMBERG ...
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #144) |
0.0 | -178 | -100.0% |
CLOSED
|
— | $— | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
QCOM
QUALCOMM INC CO...
|
Technology | 0.00% | 0.01% |
Sold All 😨
(Was: #145) |
0.0 | -105 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 0.00% | 0.01% |
Sold All 😨
(Was: #155) |
0.0 | -36 | -100.0% |
CLOSED
|
— | $— | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MTZ
MASTEC INC COM
|
Industrials | 0.00% | 0.01% |
Sold All 😨
(Was: #161) |
0.0 | -70 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SII
SPROTT INC COM ...
|
Financial Services | 0.00% | 0.01% |
Sold All 😨
(Was: #163) |
0.0 | -175 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ASML
ASML HOLDING N ...
|
Technology | 0.00% | 0.01% |
Sold All 😨
(Was: #164) |
0.0 | -15 | -100.0% |
CLOSED
|
— | $— | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ORLY
OREILLY AUTOMOT...
|
Consumer Cyclical | 0.00% | 0.01% |
Sold All 😨
(Was: #169) |
0.0 | -10 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XAR
SPDR S&P AEROSP...
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #172) |
0.0 | -53 | -100.0% |
CLOSED
|
— | $— | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
INFL
HORIZON KINETIC...
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #174) |
0.0 | -273 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SYLD
CAMBRIA SHAREHO...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #186) |
0.0 | -162 | -100.0% |
CLOSED
|
— | $— | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 0.00% | 0.00% |
Sold All 😨
(Was: #187) |
0.0 | -32 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DHI
D R HORTON INC ...
|
Consumer Cyclical | 0.00% | 0.00% |
Sold All 😨
(Was: #188) |
0.0 | -63 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MCD
MCDONALDS CORP ...
|
Consumer Cyclical | 0.00% | 0.00% |
Sold All 😨
(Was: #195) |
0.0 | -33 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
KO
COCA COLA CO CO...
|
Consumer Defensive | 0.00% | 0.00% |
Sold All 😨
(Was: #196) |
0.0 | -145 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CME
CME GROUP INC C...
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #198) |
0.0 | -35 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CEF
SPROTT ASSET MA...
|
Unknown | 0.00% | 0.00% |
Sold All 😨
(Was: #201) |
0.0 | -230 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SNPS
SYNOPSYS INC CO...
|
Technology | 0.00% | 0.00% |
Sold All 😨
(Was: #202) |
0.0 | -17 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TRV
TRAVELERS COMPA...
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #203) |
0.0 | -30 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
URNM
SPROTT URANIUM ...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #206) |
0.0 | -124 | -100.0% |
CLOSED
|
— | $— | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CVS
CVS HEALTH CORP...
|
Healthcare | 0.00% | 0.00% |
Sold All 😨
(Was: #212) |
0.0 | -90 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MS
MORGAN STANLEY ...
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #221) |
0.0 | -38 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ADBE
ADOBE INC COM
|
Technology | 0.00% | 0.00% |
Sold All 😨
(Was: #222) |
0.0 | -17 | -100.0% |
CLOSED
|
— | $— | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CNC
CENTENE CORP DE...
|
Healthcare | 0.00% | 0.00% |
Sold All 😨
(Was: #226) |
0.0 | -100 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVO
NOVO-NORDISK A ...
|
Healthcare | 0.00% | 0.00% |
Sold All 😨
(Was: #231) |
0.0 | -95 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TFC
TRUIST FINL COR...
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #232) |
0.0 | -115 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NOC
NORTHROP GRUMMA...
|
Industrials | 0.00% | 0.00% |
Sold All 😨
(Was: #234) |
0.0 | -8 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ESGR
ENSTAR GROUP LI...
|
Unknown | 0.00% | 0.00% |
Sold All 😨
(Was: #236) |
0.0 | -14 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DISV
DIMENSIONAL INT...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #237) |
0.0 | -129 | -100.0% |
CLOSED
|
— | $— | 2023 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SNOW
SNOWFLAKE INC C...
|
Technology | 0.00% | 0.00% |
Sold All 😨
(Was: #238) |
0.0 | -20 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BAH
BOOZ ALLEN HAMI...
|
Industrials | 0.00% | 0.00% |
Sold All 😨
(Was: #239) |
0.0 | -45 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
UNP
UNION PAC CORP ...
|
Industrials | 0.00% | 0.00% |
Sold All 😨
(Was: #242) |
0.0 | -18 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SBUX
STARBUCKS CORP ...
|
Consumer Cyclical | 0.00% | 0.00% |
Sold All 😨
(Was: #243) |
0.0 | -50 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRO
BROWN & BROWN I...
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #244) |
0.0 | -45 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DHR
DANAHER CORPORA...
|
Healthcare | 0.00% | 0.00% |
Sold All 😨
(Was: #248) |
0.0 | -20 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMT
AMERICAN TOWER ...
|
Real Estate | 0.00% | 0.00% |
Sold All 😨
(Was: #252) |
0.0 | -20 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VNOM
VIPER ENERGY IN...
|
Energy | 0.00% | 0.00% |
Sold All 😨
(Was: #253) |
0.0 | -100 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
KBWP
INVESCO KBW PRO...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #254) |
0.0 | -29 | -100.0% |
CLOSED
|
— | $— | 2023 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LMT
LOCKHEED MARTIN...
|
Industrials | 0.00% | 0.00% |
Sold All 😨
(Was: #255) |
0.0 | -7 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NEE
NEXTERA ENERGY ...
|
Utilities | 0.00% | 0.00% |
Sold All 😨
(Was: #256) |
0.0 | -45 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GAP
GAP INC COM
|
Consumer Cyclical | 0.00% | 0.00% |
Sold All 😨
(Was: #259) |
0.0 | -124 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CMG
CHIPOTLE MEXICA...
|
Consumer Cyclical | 0.00% | 0.00% |
Sold All 😨
(Was: #263) |
0.0 | -60 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
KKR
KKR & CO INC CO...
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #264) |
0.0 | -18 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PGR
PROGRESSIVE COR...
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #265) |
0.0 | -9 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WMB
WILLIAMS COS IN...
|
Energy | 0.00% | 0.00% |
Sold All 😨
(Was: #271) |
0.0 | -27 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MJ
AMPLIFY ETF TR ...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #272) |
0.0 | -45 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FISV
FISERV INC COM
|
Unknown | 0.00% | 0.00% |
Sold All 😨
(Was: #273) |
0.0 | -13 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FTNT
FORTINET INC CO...
|
Technology | 0.00% | 0.00% |
Sold All 😨
(Was: #276) |
0.0 | -12 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 305 holdings