OBSIDIAN CIO, LLC

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
251
Quarter
2025 Q4
Top Holding
IWB (6.8%)
Top 10 Concentration
44.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 251
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
IWB
ISHARES TR
ETF 6.82% 8.29% #1 1
Prev: #2
3.0 -160,555 -92.9%
P
S
12,335 $4,606,394 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VV
VANGUARD INDEX ...
ETF 6.67% 6.33% #2 1
Prev: #3
2.9 -142,512 -90.9%
P
S
14,316 $4,506,743 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IVV
ISHARES TR
ETF 5.27% 4.72% #3 2
Prev: #5
2.4 -48,502 -90.3%
P
S
5,195 $3,558,484 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
JPST
J P MORGAN EXCH...
ETF 4.55% 9.75% #4 3
Prev: #1
2.1 -1,403,981 -95.9%
P
S
60,728 $3,072,218 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IJR
ISHARES TR
ETF 4.39% 4.31% #5 2
Prev: #7
2.0 -251,794 -91.1%
P
S
24,649 $2,962,375 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JIVE
J P MORGAN EXCH...
Bond/Debt 3.95% 4.94% #6 2
Prev: #4
1.9 -466,417 -93.3%
P
S
33,239 $2,668,408 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHG
SCHWAB STRATEGI...
ETF 3.48% 3.15% #7 2
Prev: #9
1.7 -681,350 -90.4%
P
S
72,057 $2,350,511 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 3.36% 2.13% #8 6
Prev: #14
1.6 -55,348 -86.9%
P
S
8,348 $2,269,517 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VTV
VANGUARD INDEX ...
ETF 3.15% 4.36% #9 3
Prev: #6
1.5 -166,887 -93.7%
P
S
11,143 $2,128,213 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
EFV
ISHARES TR
ETF 3.07% 3.29% #10 2
Prev: #8
1.5 -340,156 -92.1%
P
S
28,990 $2,070,146 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VOO
VANGUARD INDEX ...
ETF 2.84% 0.74% #11 15
Prev: #26
1.3 -6,213 -67.0%
P
S
3,059 $1,918,400 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC
Communication Services 2.50% 0.55% #12 20
Prev: #32
1.2 -11,796 -68.6%
P
S
5,402 $1,690,940 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VUG
VANGUARD INDEX ...
Warrant 2.47% 2.51% #13 1
Prev: #12
1.3 -36,502 -91.4%
P
S
3,414 $1,665,375 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FLOT
ISHARES TR
Bond/Debt 2.32% #14
Prev: #—
2.9 13,775 no change
NEW
13,775 $1,569,268 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VMBS
VANGUARD SCOTTS...
ETF 2.30% 2.13% #15
Prev: #15
1.2 -312,239 -90.5%
P
S
32,934 $1,550,516 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VGT
VANGUARD WORLD ...
ETF 2.13% 0.49% #16 20
Prev: #36
3.2 16,596 334.7%
P
S
21,554 $1,439,187 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
META
META PLATFORMS ...
Communication Services 2.08% 0.58% #17 13
Prev: #30
1.0 -3,907 -64.8%
P
S
2,124 $1,402,161 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PLTR
PALANTIR TECHNO...
Technology 1.67% 0.30% #18 26
Prev: #44
0.8 -6,246 -49.6%
P
S
6,339 $1,126,757 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VWO
VANGUARD INTL E...
ETF 1.45% 1.80% #19 1
Prev: #18
0.9 -235,457 -92.8%
P
S
18,207 $978,809 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
INDA
ISHARES TR
ETF 1.37% #20
Prev: #—
2.5 18,160 no change
NEW
18,160 $923,618 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BND
VANGUARD BD IND...
ETF 1.28% 0.06% #21 104
Prev: #125
2.7 5,150 78.5%
P
S
11,707 $867,157 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BOTZ
GLOBAL X FDS
Bond/Debt 1.22% 2.07% #22 6
Prev: #16
0.8 -422,567 -94.9%
P
S
22,669 $821,316 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 1.12% 2.16% #23 10
Prev: #13
0.7 -84,265 -95.4%
P
S
4,071 $759,222 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VSS
VANGUARD INTL E...
ETF 1.07% 1.49% #24 5
Prev: #19
0.7 -74,689 -93.7%
P
S
5,051 $723,925 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TSLA
TESLA INC
Consumer Cyclical 1.06% 0.98% #25 4
Prev: #21
0.7 -15,141 -90.5%
P
S
1,598 $718,653 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EFG
ISHARES TR
Warrant 0.00% 3.03%
Sold All 😨
(Was: #10)
0.3 -203,033 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VGSH
VANGUARD SCOTTS...
ETF 0.00% 2.79%
Sold All 😨
(Was: #11)
0.3 -360,936 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AIQ
GLOBAL X FDS
ETF 0.00% 1.82%
Sold All 😨
(Was: #17)
0.3 -280,926 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPYV
SPDR SERIES TRU...
Unknown 0.00% 0.37%
Sold All 😨
(Was: #40)
0.3 -50,765 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BHC
BAUSCH HEALTH C...
Healthcare 0.00% 0.31%
Sold All 😨
(Was: #42)
0.3 -371,129 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VFH
VANGUARD WORLD ...
ETF 0.00% 0.30%
Sold All 😨
(Was: #45)
0.3 -17,258 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BCAT
BLACKROCK CAP A...
Financial Services 0.00% 0.28%
Sold All 😨
(Was: #48)
0.3 -142,143 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TPL
TEXAS PACIFIC L...
Energy 0.00% 0.27%
Sold All 😨
(Was: #49)
0.3 -2,196 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HYLS
FIRST TR EXCHAN...
ETF 0.00% 0.24%
Sold All 😨
(Was: #52)
0.3 -43,786 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IDYA
IDEAYA BIOSCIEN...
Healthcare 0.00% 0.23%
Sold All 😨
(Was: #55)
0.3 -64,901 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VCR
VANGUARD WORLD ...
ETF 0.00% 0.22%
Sold All 😨
(Was: #58)
0.3 -4,174 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VOX
VANGUARD WORLD ...
ETF 0.00% 0.18%
Sold All 😨
(Was: #60)
0.3 -7,416 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VHT
VANGUARD WORLD ...
ETF 0.00% 0.17%
Sold All 😨
(Was: #61)
0.3 -5,023 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IOT
SAMSARA INC
Technology 0.00% 0.17%
Sold All 😨
(Was: #63)
0.3 -34,570 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NBIS
NEBIUS GROUP N....
Communication Services 0.00% 0.16%
Sold All 😨
(Was: #64)
0.3 -10,813 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IYW
ISHARES TR
ETF 0.00% 0.16%
Sold All 😨
(Was: #65)
0.3 -6,042 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SUSA
ISHARES TR
ETF 0.00% 0.15%
Sold All 😨
(Was: #71)
0.3 -8,161 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VIS
VANGUARD WORLD ...
ETF 0.00% 0.14%
Sold All 😨
(Was: #72)
0.3 -3,646 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BLW
BLACKROCK LTD D...
Financial Services 0.00% 0.13%
Sold All 😨
(Was: #74)
0.3 -71,928 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VDC
VANGUARD WORLD ...
ETF 0.00% 0.13%
Sold All 😨
(Was: #75)
0.3 -4,678 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
WRB
BERKLEY W R COR...
Financial Services 0.00% 0.10%
Sold All 😨
(Was: #84)
0.3 -9,866 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DOCS
DOXIMITY INC
Healthcare 0.00% 0.10%
Sold All 😨
(Was: #87)
0.3 -10,047 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CART
MAPLEBEAR INC
Consumer Cyclical 0.00% 0.10%
Sold All 😨
(Was: #88)
0.3 -19,846 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NOBL
PROSHARES TR
ETF 0.00% 0.09%
Sold All 😨
(Was: #99)
0.3 -6,287 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AIRR
FIRST TR EXCHAN...
ETF 0.00% 0.08%
Sold All 😨
(Was: #100)
0.3 -6,678 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NUDM
NUSHARES ETF TR
Bond/Debt 0.00% 0.07%
Sold All 😨
(Was: #105)
0.3 -15,023 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IYJ
ISHARES TR
ETF 0.00% 0.07%
Sold All 😨
(Was: #108)
0.3 -3,753 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NKE
NIKE INC
Consumer Cyclical 0.00% 0.07%
Sold All 😨
(Was: #113)
0.3 -7,546 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DTCR
GLOBAL X FDS
Unknown 0.00% 0.07%
Sold All 😨
(Was: #114)
0.3 -25,681 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ACWX
ISHARES TR
ETF 0.00% 0.07%
Sold All 😨
(Was: #115)
0.3 -8,073 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CRWD
CROWDSTRIKE HLD...
Technology 0.00% 0.07%
Sold All 😨
(Was: #116)
0.3 -1,070 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IYF
ISHARES TR
ETF 0.00% 0.07%
Sold All 😨
(Was: #117)
0.3 -4,123 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GILD
GILEAD SCIENCES...
Healthcare 0.00% 0.07%
Sold All 😨
(Was: #119)
0.3 -4,504 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
COWZ
PACER FDS TR
ETF 0.00% 0.07%
Sold All 😨
(Was: #120)
0.3 -8,670 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ISRG
INTUITIVE SURGI...
Healthcare 0.00% 0.06%
Sold All 😨
(Was: #123)
0.3 -1,096 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LOW
LOWES COS INC
Consumer Cyclical 0.00% 0.06%
Sold All 😨
(Was: #126)
0.3 -1,937 -100.0%
CLOSED
$— 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PENN
PENN ENTERTAINM...
Consumer Cyclical 0.00% 0.06%
Sold All 😨
(Was: #127)
0.3 -25,000 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BXSL
BLACKSTONE SECD...
Financial Services 0.00% 0.06%
Sold All 😨
(Was: #131)
0.3 -17,017 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHV
SCHWAB STRATEGI...
ETF 0.00% 0.06%
Sold All 😨
(Was: #132)
0.3 -15,193 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
KLC
KINDERCARE LEAR...
Consumer Defensive 0.00% 0.06%
Sold All 😨
(Was: #133)
0.3 -65,025 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
UNM
UNUM GROUP
Financial Services 0.00% 0.06%
Sold All 😨
(Was: #135)
0.3 -5,395 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IYZ
ISHARES TR
ETF 0.00% 0.05%
Sold All 😨
(Was: #137)
0.3 -12,127 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
EVV
EATON VANCE LIM...
Financial Services 0.00% 0.05%
Sold All 😨
(Was: #140)
0.3 -37,564 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ARM
ARM HOLDINGS PL...
Technology 0.00% 0.05%
Sold All 😨
(Was: #141)
0.3 -2,640 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IVE
ISHARES TR
ETF 0.00% 0.05%
Sold All 😨
(Was: #142)
0.3 -1,771 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ETH
GRAYSCALE ETHER...
Unknown 0.00% 0.05%
Sold All 😨
(Was: #143)
0.3 -9,087 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
URI
UNITED RENTALS ...
Industrials 0.00% 0.05%
Sold All 😨
(Was: #144)
0.3 -368 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BSCW
INVESCO EXCH TR...
Unknown 0.00% 0.05%
Sold All 😨
(Was: #145)
0.3 -16,798 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IWO
ISHARES TR
ETF 0.00% 0.04%
Sold All 😨
(Was: #151)
0.3 -1,057 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BKNG
BOOKING HOLDING...
Consumer Cyclical 0.00% 0.04%
Sold All 😨
(Was: #152)
0.3 -62 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BSCV
INVESCO EXCH TR...
Unknown 0.00% 0.04%
Sold All 😨
(Was: #154)
0.3 -20,130 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ABNB
AIRBNB INC
Consumer Cyclical 0.00% 0.04%
Sold All 😨
(Was: #155)
0.3 -2,753 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HLT
HILTON WORLDWID...
Consumer Cyclical 0.00% 0.04%
Sold All 😨
(Was: #156)
0.3 -1,283 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IHAK
ISHARES TR
ETF 0.00% 0.04%
Sold All 😨
(Was: #160)
0.3 -6,182 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VDE
VANGUARD WORLD ...
ETF 0.00% 0.04%
Sold All 😨
(Was: #161)
0.3 -2,549 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VPU
VANGUARD WORLD ...
ETF 0.00% 0.04%
Sold All 😨
(Was: #165)
0.3 -1,616 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MP
MP MATERIALS CO...
Basic Materials 0.00% 0.04%
Sold All 😨
(Was: #167)
0.3 -4,473 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LMT
LOCKHEED MARTIN...
Industrials 0.00% 0.04%
Sold All 😨
(Was: #171)
0.3 -598 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MPC
MARATHON PETE C...
Energy 0.00% 0.04%
Sold All 😨
(Was: #173)
0.3 -1,538 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
XLI
SELECT SECTOR S...
Unknown 0.00% 0.04%
Sold All 😨
(Was: #176)
0.3 -1,865 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CIBR
FIRST TR EXCHAN...
ETF 0.00% 0.04%
Sold All 😨
(Was: #177)
0.3 -3,779 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TRV
TRAVELERS COMPA...
Financial Services 0.00% 0.04%
Sold All 😨
(Was: #180)
0.3 -1,022 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NOC
NORTHROP GRUMMA...
Industrials 0.00% 0.04%
Sold All 😨
(Was: #181)
0.3 -460 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
QBTS
D-WAVE QUANTUM ...
Technology 0.00% 0.04%
Sold All 😨
(Was: #182)
0.3 -11,347 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FIIG
FIRST TR EXCHAN...
Bond/Debt 0.00% 0.04%
Sold All 😨
(Was: #183)
0.3 -13,164 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ETN
EATON CORP PLC
Industrials 0.00% 0.03%
Sold All 😨
(Was: #187)
0.3 -708 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BSCU
INVESCO EXCH TR...
ETF 0.00% 0.03%
Sold All 😨
(Was: #188)
0.3 -15,653 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BLCO
BAUSCH PLUS LOM...
Healthcare 0.00% 0.03%
Sold All 😨
(Was: #190)
0.3 -17,429 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FEUZ
FIRST TR EXCH T...
ETF 0.00% 0.03%
Sold All 😨
(Was: #194)
0.3 -4,394 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VAW
VANGUARD WORLD ...
ETF 0.00% 0.03%
Sold All 😨
(Was: #197)
0.3 -1,231 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MO
ALTRIA GROUP IN...
Consumer Defensive 0.00% 0.03%
Sold All 😨
(Was: #199)
0.3 -3,716 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HDMV
FIRST TR EXCH T...
ETF 0.00% 0.03%
Sold All 😨
(Was: #202)
0.3 -6,929 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ZS
ZSCALER INC
Technology 0.00% 0.03%
Sold All 😨
(Was: #203)
0.3 -798 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CL
COLGATE PALMOLI...
Consumer Defensive 0.00% 0.03%
Sold All 😨
(Was: #204)
0.3 -2,988 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GD
GENERAL DYNAMIC...
Industrials 0.00% 0.03%
Sold All 😨
(Was: #205)
0.3 -700 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BITS
GLOBAL X FDS
Unknown 0.00% 0.03%
Sold All 😨
(Was: #208)
0.3 -2,398 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IYC
ISHARES TR
ETF 0.00% 0.03%
Sold All 😨
(Was: #209)
0.3 -2,196 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHW
SCHWAB CHARLES ...
Financial Services 0.00% 0.03%
Sold All 😨
(Was: #213)
0.3 -2,327 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FDNI
FIRST TR EXCHAN...
Bond/Debt 0.00% 0.03%
Sold All 😨
(Was: #214)
0.3 -5,632 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
UNH
UNITEDHEALTH GR...
Healthcare 0.00% 0.03%
Sold All 😨
(Was: #215)
0.3 -626 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VONG
VANGUARD SCOTTS...
ETF 0.00% 0.03%
Sold All 😨
(Was: #219)
0.3 -1,698 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NNE
NANO NUCLEAR EN...
Industrials 0.00% 0.03%
Sold All 😨
(Was: #220)
0.3 -5,233 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PCG
PG&E CORP
Utilities 0.00% 0.02%
Sold All 😨
(Was: #221)
0.3 -12,017 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BTX
BLACKROCK TECH ...
Bond/Debt 0.00% 0.01%
Sold All 😨
(Was: #223)
0.3 -16,985 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
PUT
PUT Option 0.00% 0.01%
Sold All 😨
(Was: #224)
0.3 -500 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MNKD
MANNKIND CORP
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #226)
0.3 -10,000 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 251 holdings

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