Key FInancial Inc

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
1520
Quarter
2025 Q4
Top Holding
AAPL (4.8%)
Top 10 Concentration
29.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 1520
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 4.82% 4.61% #1
Prev: #1
1.9 -546 -0.6%
P
S
97,145 $26,409,932 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DOL
WISDOMTREE TR
Unknown 3.85% 3.73% #2
Prev: #2
1.5 -1,540 -0.5%
P
S
320,216 $21,086,224 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DNL
WISDOMTREE TR
Unknown 3.40% 3.43% #3
Prev: #3
1.4 -521 -0.1%
P
S
452,211 $18,640,153 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SLYV
SPDR SERIES TRU...
Unknown 3.02% 3.10% #4
Prev: #4
1.2 -6,268 -3.3%
P
S
181,670 $16,526,493 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GOVT
ISHARES TR
ETF 2.96% 2.88% #5
Prev: #5
3.2 31,122 4.6%
P
S
705,441 $16,242,780 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EES
WISDOMTREE TR
ETF 2.95% 2.85% #6
Prev: #6
3.2 8,562 3.1%
P
S
284,006 $16,168,433 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BUFR
FIRST TR EXCHNG...
ETF 2.57% 2.57% #7 1
Prev: #8
1.0 -3,552 -0.9%
P
S
411,757 $14,106,795 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 2.45% 2.65% #8 1
Prev: #7
3.0 161 0.6%
P
S
27,711 $13,401,594 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FICS
FIRST TR EXCHAN...
Bond/Debt 1.81% 1.66% #9 1
Prev: #10
2.7 12,842 5.5%
P
S
247,020 $9,908,170 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EFG
ISHARES TR
Warrant 1.66% 1.68% #10 1
Prev: #9
2.7 1,103 1.4%
P
S
79,902 $9,102,436 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPYV
SPDR SERIES TRU...
Unknown 1.54% 1.56% #11 2
Prev: #13
0.6 -3,385 -2.2%
P
S
148,764 $8,451,283 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DLN
WISDOMTREE TR
Unknown 1.52% 1.59% #12
Prev: #12
0.6 -3,982 -4.0%
P
S
94,629 $8,334,952 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPYG
SPDR SERIES TRU...
Unknown 1.51% 1.61% #13 2
Prev: #11
0.6 -5,716 -6.9%
P
S
77,454 $8,264,288 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SLYG
SPDR SERIES TRU...
ETF 1.43% 1.43% #14 1
Prev: #15
2.6 869 1.1%
P
S
83,075 $7,824,834 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FPEI
FIRST TR EXCH T...
Preferred 1.41% 1.50% #15 1
Prev: #14
0.6 -22,027 -5.2%
P
S
398,873 $7,734,147 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
JIG
J P MORGAN EXCH...
Bond/Debt 1.34% 1.39% #16
Prev: #16
2.5 623 0.6%
P
S
100,095 $7,340,767 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BSMR
INVESCO EXCH TR...
ETF 1.33% 1.24% #17
Prev: #17
2.6 24,338 8.6%
P
S
308,789 $7,307,553 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AVGO
BROADCOM INC
Technology 1.28% 1.22% #18 1
Prev: #19
2.5 385 1.9%
P
S
20,237 $7,004,026 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JPM
JPMORGAN CHASE ...
Financial Services 1.27% 1.21% #19 1
Prev: #20
2.5 493 2.3%
P
S
21,595 $6,958,341 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPTI
SPDR SERIES TRU...
ETF 1.24% 1.23% #20 2
Prev: #18
2.5 6,044 2.6%
P
S
235,879 $6,802,758 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 1.18% 1.18% #21 1
Prev: #22
2.5 654 1.9%
P
S
34,808 $6,491,692 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPTS
SPDR SERIES TRU...
ETF 1.13% 1.18% #22 1
Prev: #21
0.5 -8,443 -3.9%
P
S
210,613 $6,166,749 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 1.06% 1.00% #23 2
Prev: #25
2.4 689 2.8%
P
S
25,236 $5,824,974 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
XOM
EXXON MOBIL COR...
Energy 1.05% 1.01% #24
Prev: #24
0.4 -1,047 -2.1%
P
S
47,877 $5,761,569 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DES
WISDOMTREE TR
Unknown 0.99% 1.01% #25 2
Prev: #23
0.4 -977 -0.6%
P
S
161,793 $5,411,990 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BSMP
INVESCO EXCH TR...
ETF 0.00% 0.63%
Sold All 😨
(Was: #35)
0.3 -139,839 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BSCP
INVESCO EXCH TR...
ETF 0.00% 0.36%
Sold All 😨
(Was: #55)
0.3 -95,078 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BSJP
INVESCO EXCH TR...
ETF 0.00% 0.27%
Sold All 😨
(Was: #71)
0.3 -63,691 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BBCA
J P MORGAN EXCH...
ETF 0.00% 0.01%
Sold All 😨
(Was: #447)
0.3 -839 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NAZ
NUVEEN ARIZONA ...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #480)
0.3 -5,090 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TTD
THE TRADE DESK ...
Communication Services 0.00% 0.01%
Sold All 😨
(Was: #484)
0.3 -1,200 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VTEB
VANGUARD MUN BD...
ETF 0.00% 0.01%
Sold All 😨
(Was: #525)
0.3 -979 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
COOP
MR COOPER GROUP...
Unknown 0.00% 0.01%
Sold All 😨
(Was: #603)
0.3 -152 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SITE
SITEONE LANDSCA...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #620)
0.3 -235 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TTE
TOTALENERGIES S...
Energy 0.00% 0.01%
Sold All 😨
(Was: #629)
0.3 -477 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AN
AUTONATION INC
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #635)
0.3 -127 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LYV
LIVE NATION ENT...
Communication Services 0.00% 0.01%
Sold All 😨
(Was: #639)
0.3 -176 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SSD
SIMPSON MFG INC
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #706)
0.3 -120 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ICHR
ICHOR HOLDINGS
Technology 0.00% 0.00%
Sold All 😨
(Was: #782)
0.3 -750 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ACGL
ARCH CAP GROUP ...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #786)
0.3 -162 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MMSI
MERIT MED SYS I...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #793)
0.3 -172 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NSIT
INSIGHT ENTERPR...
Technology 0.00% 0.00%
Sold All 😨
(Was: #854)
0.3 -99 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IPAR
INTERPARFUMS IN...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #863)
0.3 -115 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SGOV
ISHARES TR
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #886)
0.3 -97 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CMBT
CMB.TECH NV
Energy 0.00% 0.00%
Sold All 😨
(Was: #909)
0.3 -950 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ONON
ON HLDG AG
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #935)
0.3 -199 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AVNT
AVIENT CORPORAT...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #952)
0.3 -237 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
KEX
KIRBY CORP
Industrials 0.00% 0.00%
Sold All 😨
(Was: #955)
0.3 -89 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FWONK
LIBERTY MEDIA C...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #968)
0.3 -68 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TDY
TELEDYNE TECHNO...
Technology 0.00% 0.00%
Sold All 😨
(Was: #987)
0.3 -11 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HDB
HDFC BANK LTD
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #992)
0.3 -184 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VGM
INVESCO TR INVT...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #994)
0.3 -608 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
STAG
STAG INDL INC
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #999)
0.3 -169 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AWI
ARMSTRONG WORLD...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1020)
0.3 -28 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SKT
TANGER INC
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #1036)
0.3 -150 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
STX
SEAGATE TECHNOL...
Technology 0.00% 0.00%
Sold All 😨
(Was: #1046)
0.3 -19 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
WAT
WATERS CORP
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1048)
0.3 -15 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VLT
INVESCO HIGH IN...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1050)
0.3 -421 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
E
ENI S P A
Energy 0.00% 0.00%
Sold All 😨
(Was: #1053)
0.3 -135 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IHG
INTERCONTINENTA...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1067)
0.3 -36 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BCS
BARCLAYS PLC
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1074)
0.3 -204 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MC
MOELIS & CO
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1084)
0.3 -59 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EIM
EATON VANCE MUN...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1088)
0.3 -400 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
EFT
EATON VANCE FLT...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1100)
0.3 -325 -100.0%
CLOSED
$— 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HBI
HANESBRANDS INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1103)
0.3 -550 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHI
SCHWAB STRATEGI...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1110)
0.3 -157 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TDTF
FLEXSHARES TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #1118)
0.3 -141 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
KURA
KURA ONCOLOGY I...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1122)
0.3 -360 -100.0%
CLOSED
$— 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MOH
MOLINA HEALTHCA...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1124)
0.3 -17 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
HAS
HASBRO INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1127)
0.3 -43 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IPG
INTERPUBLIC GRO...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #1141)
0.3 -109 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SU
SUNCOR ENERGY I...
Energy 0.00% 0.00%
Sold All 😨
(Was: #1155)
0.3 -64 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CCOI
COGENT COMMUNIC...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #1157)
0.3 -66 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VST
VISTRA CORP
Utilities 0.00% 0.00%
Sold All 😨
(Was: #1163)
0.3 -12 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GBCI
GLACIER BANCORP...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1164)
0.3 -50 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CFR
CULLEN FROST BA...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1165)
0.3 -19 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RYAAY
RYANAIR HOLDING...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1166)
0.3 -40 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SCCO
SOUTHERN COPPER...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #1169)
0.3 -19 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PHG
KONINKLIJKE PHI...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1174)
0.3 -83 -100.0%
CLOSED
$— 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HYD
VANECK ETF TRUS...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1178)
0.3 -44 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
OLN
OLIN CORP
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #1194)
0.3 -75 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
KMX
CARMAX INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1201)
0.3 -41 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHO
SCHWAB STRATEGI...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1223)
0.3 -64 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IONS
IONIS PHARMACEU...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1244)
0.3 -19 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CNH
CNH INDL N V
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1277)
0.3 -90 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
K
KELLANOVA
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #1281)
0.3 -11 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
KBWY
INVESCO EXCH TR...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1282)
0.3 -56 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HUBS
HUBSPOT INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #1283)
0.3 -2 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SE
SEA LTD
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1329)
0.3 -3 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SJNK
SPDR SERIES TRU...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1333)
0.3 -20 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MNA
NEW YORK LIFE I...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1345)
0.3 -13 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AAXJ
ISHARES TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #1347)
0.3 -5 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BCI
ABRDN ETFS
ETF 0.00% 0.00%
Sold All 😨
(Was: #1358)
0.3 -17 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EWZ
ISHARES INC
ETF 0.00% 0.00%
Sold All 😨
(Was: #1359)
0.3 -12 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPR
SPIRIT AEROSYST...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1393)
0.3 -6 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ZIMV
ZIMVIE INC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1395)
0.3 -11 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VWOB
VANGUARD WHITEH...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1414)
0.3 -2 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LBRDA
LIBERTY BROADBA...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #1417)
0.3 -2 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PCEF
INVESCO EXCH TR...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1420)
0.3 -6 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NMZ
NUVEEN MUN HIGH...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1423)
0.3 -11 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ONL
ORION PROPERTIE...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #1426)
0.3 -37 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FWONA
LIBERTY MEDIA C...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #1429)
0.3 -1 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AMCX
AMC NETWORKS IN...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #1443)
0.3 -6 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TXG
10X GENOMICS IN...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1450)
0.3 -2 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PRPH
PROPHASE LABS I...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1459)
0.3 -1 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 1520 holdings

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