SteelPeak Wealth, LLC

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, SteelPeak Wealth, LLC maintained a portfolio of 668 distinct positions. The most significant new addition to the portfolio was DIREXION SHS ETF TR, which now represents 1.85% of the total fund value. They heavily accumulated shares in AMAZON COM INC, increasing their position by 2.4%. Conversely, SteelPeak Wealth, LLC completely exited their position in ISHARES TR.
PCA Score Concentration Risk
Risk ENB
Total Positions
668
Quarter
2025 Q4
Top Holding
AAPL (7.4%)
Top 10 Concentration
32.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 668
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 7.38% 7.32% #1
Prev: #1
5.5 -29,516 -3.4%
P
S
833,417 $226,572,706 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 4.36% 4.92% #2
Prev: #2
3.7 -74,833 -9.4%
P
S
717,523 $133,817,997 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 3.38% 3.21% #3
Prev: #3
2.9 10,498 2.4%
P
S
448,837 $103,600,575 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
QQQ
INVESCO QQQ TR
ETF 3.22% 2.55% #4 2
Prev: #6
4.3 33,215 26.1%
P
S
160,611 $98,664,792 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC
Communication Services 3.15% 2.48% #5 2
Prev: #7
2.3 2,740 0.9%
P
S
309,050 $96,732,704 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
SPDR S&P 500 ET...
ETF 2.79% 2.63% #6 1
Prev: #5
3.1 6,803 5.8%
P
S
125,038 $85,513,096 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TSLA
TESLA INC
Consumer Cyclical 2.07% 1.90% #7 3
Prev: #10
2.8 12,607 9.8%
P
S
141,018 $63,418,411 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 1.96% 2.79% #8 4
Prev: #4
0.8 -37,365 -23.1%
P
S
124,447 $60,185,123 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
META
META PLATFORMS ...
Communication Services 1.93% 2.47% #9 1
Prev: #8
1.3 -11,063 -11.0%
P
S
89,902 $59,343,383 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
QQQE
DIREXION SHS ET...
ETF 1.85% #10
Prev: #—
4.2 556,321 no change
NEW
556,321 $56,917,202 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IUSB
ISHARES TR
ETF 1.66% 1.67% #11 1
Prev: #12
1.2 20,492 1.9%
P
S
1,093,577 $50,895,054 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MU
MICRON TECHNOLO...
Technology 1.44% 0.57% #12 24
Prev: #36
3.6 53,148 52.3%
P
S
154,849 $44,213,322 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IVE
ISHARES TR
ETF 1.42% 1.00% #13 8
Prev: #21
3.1 59,432 40.8%
P
S
205,014 $43,477,329 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MGV
VANGUARD WORLD ...
ETF 1.40% 0.01% #14 481
Prev: #495
3.6 302,536 16126.7%
P
S
304,412 $42,970,798 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AVGO
BROADCOM INC
Technology 1.39% 1.97% #15 6
Prev: #9
0.6 -56,267 -31.4%
P
S
122,887 $42,531,097 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IVV
ISHARES TR
ETF 1.36% 1.51% #16 3
Prev: #13
1.0 -6,624 -9.8%
P
S
60,965 $41,757,115 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DYNF
BLACKROCK ETF T...
ETF 1.33% 1.32% #17 2
Prev: #15
1.0 -462 -0.1%
P
S
670,419 $40,768,171 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AMD
ADVANCED MICRO ...
Technology 1.31% 1.81% #18 7
Prev: #11
0.5 -147,275 -44.0%
P
S
187,802 $40,219,677 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PLTR
PALANTIR TECHNO...
Technology 1.24% 1.45% #19 5
Prev: #14
1.0 -25,123 -10.5%
P
S
214,084 $38,053,431 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AMGN
AMGEN INC
Healthcare 1.23% 0.85% #20 9
Prev: #29
3.0 25,389 28.1%
P
S
115,728 $37,878,894 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LRCX
LAM RESEARCH CO...
Technology 1.21% 0.08% #21 164
Prev: #185
3.5 197,066 1050.4%
P
S
215,827 $37,000,649 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IVW
ISHARES TR
Warrant 1.13% 1.14% #22 5
Prev: #17
1.0 -2,904 -1.0%
P
S
280,519 $34,576,741 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IEMG
ISHARES INC
ETF 1.10% 0.89% #23 3
Prev: #26
2.9 99,424 24.6%
P
S
503,129 $33,820,347 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NFLX
NETFLIX INC
ETF 1.00% 1.17% #24 8
Prev: #16
3.4 297,200 1010.3%
P
S
326,616 $30,623,482 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DIA
SPDR DOW JONES ...
ETF 0.95% 0.89% #25
Prev: #25
2.4 3,066 5.3%
P
S
60,576 $29,175,524 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IGM
ISHARES TR
ETF 0.00% 0.86%
Sold All 😨
(Was: #27)
0.0 -204,668 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TFC
TRUIST FINL COR...
Financial Services 0.00% 0.29%
Sold All 😨
(Was: #81)
0.0 -190,918 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CMCSA
COMCAST CORP NE...
Communication Services 0.00% 0.27%
Sold All 😨
(Was: #84)
0.0 -259,483 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HPQ
HP INC
Technology 0.00% 0.16%
Sold All 😨
(Was: #104)
0.0 -169,301 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
QQQ
INVESCO QQQ TR
PUT
PUT Option 0.00% 0.15%
Sold All 😨
(Was: #108)
0.0 -7,500 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VT
VANGUARD INTL E...
ETF 0.00% 0.15%
Sold All 😨
(Was: #109)
0.0 -32,244 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ADM
ARCHER DANIELS ...
Consumer Defensive 0.00% 0.15%
Sold All 😨
(Was: #111)
0.0 -73,671 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DLR
DIGITAL RLTY TR...
Real Estate 0.00% 0.14%
Sold All 😨
(Was: #112)
0.0 -25,083 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PNC
PNC FINL SVCS G...
Financial Services 0.00% 0.14%
Sold All 😨
(Was: #116)
0.0 -20,793 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
STIP
ISHARES TR
ETF 0.00% 0.13%
Sold All 😨
(Was: #123)
0.0 -38,258 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VLO
VALERO ENERGY C...
Energy 0.00% 0.12%
Sold All 😨
(Was: #129)
0.0 -21,923 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
K
KELLANOVA
Consumer Defensive 0.00% 0.11%
Sold All 😨
(Was: #140)
0.0 -39,289 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PSX
PHILLIPS 66
Energy 0.00% 0.10%
Sold All 😨
(Was: #147)
0.0 -23,029 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AEE
AMEREN CORP
Utilities 0.00% 0.10%
Sold All 😨
(Was: #149)
0.0 -29,716 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HAS
HASBRO INC
Consumer Cyclical 0.00% 0.10%
Sold All 😨
(Was: #155)
0.0 -40,115 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
WEC
WEC ENERGY GROU...
Utilities 0.00% 0.10%
Sold All 😨
(Was: #156)
0.0 -26,489 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TKO
TKO GROUP HOLDI...
Communication Services 0.00% 0.10%
Sold All 😨
(Was: #157)
0.0 -14,966 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CF
CF INDS HLDGS I...
Basic Materials 0.00% 0.10%
Sold All 😨
(Was: #162)
0.0 -32,901 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MCHP
MICROCHIP TECHN...
Technology 0.00% 0.09%
Sold All 😨
(Was: #167)
0.0 -44,302 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
EOG
EOG RES INC
Energy 0.00% 0.09%
Sold All 😨
(Was: #170)
0.0 -24,954 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NRG
NRG ENERGY INC
Utilities 0.00% 0.09%
Sold All 😨
(Was: #172)
0.0 -16,938 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AER
AERCAP HOLDINGS...
Industrials 0.00% 0.09%
Sold All 😨
(Was: #178)
0.0 -22,041 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SBAC
SBA COMMUNICATI...
Real Estate 0.00% 0.09%
Sold All 😨
(Was: #180)
0.0 -13,540 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VST
VISTRA CORP
Utilities 0.00% 0.09%
Sold All 😨
(Was: #182)
0.0 -13,248 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RDVY
FIRST TR EXCHAN...
ETF 0.00% 0.08%
Sold All 😨
(Was: #188)
0.0 -36,364 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CRWV
COREWEAVE INC
Technology 0.00% 0.07%
Sold All 😨
(Was: #208)
0.0 -15,630 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ATGE
ADTALEM GLOBAL ...
Consumer Defensive 0.00% 0.07%
Sold All 😨
(Was: #213)
0.0 -13,305 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LRN
STRIDE INC
Consumer Defensive 0.00% 0.06%
Sold All 😨
(Was: #226)
0.0 -12,490 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SPSM
SPDR SERIES TRU...
ETF 0.00% 0.06%
Sold All 😨
(Was: #227)
0.0 -40,025 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FUTU
FUTU HLDGS LTD
Financial Services 0.00% 0.06%
Sold All 😨
(Was: #228)
0.0 -10,644 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TXRH
TEXAS ROADHOUSE...
Consumer Cyclical 0.00% 0.06%
Sold All 😨
(Was: #229)
0.0 -11,003 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MAR
MARRIOTT INTL I...
Consumer Cyclical 0.00% 0.06%
Sold All 😨
(Was: #235)
0.0 -6,622 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CRCL
CIRCLE INTERNET...
Financial Services 0.00% 0.05%
Sold All 😨
(Was: #242)
0.0 -11,504 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FDL
FIRST TR EXCHAN...
Unknown 0.00% 0.04%
Sold All 😨
(Was: #260)
0.0 -28,962 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
EPD
ENTERPRISE PROD...
Energy 0.00% 0.04%
Sold All 😨
(Was: #265)
0.0 -38,863 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CAR
AVIS BUDGET GRO...
Industrials 0.00% 0.04%
Sold All 😨
(Was: #274)
0.0 -7,017 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GLW
CORNING INC
Technology 0.00% 0.03%
Sold All 😨
(Was: #291)
0.0 -11,927 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LYB
LYONDELLBASELL ...
Basic Materials 0.00% 0.03%
Sold All 😨
(Was: #299)
0.0 -19,010 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DOW
DOW INC
Basic Materials 0.00% 0.03%
Sold All 😨
(Was: #307)
0.0 -40,110 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ERJ
EMBRAER S.A.
Unknown 0.00% 0.03%
Sold All 😨
(Was: #310)
0.0 -14,455 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ES
EVERSOURCE ENER...
Utilities 0.00% 0.03%
Sold All 😨
(Was: #311)
0.0 -12,204 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PRU
PRUDENTIAL FINL...
Financial Services 0.00% 0.03%
Sold All 😨
(Was: #312)
0.0 -8,341 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PRK
PARK NATL CORP
Financial Services 0.00% 0.03%
Sold All 😨
(Was: #315)
0.0 -5,250 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
D
DOMINION ENERGY...
Utilities 0.00% 0.03%
Sold All 😨
(Was: #324)
0.0 -13,333 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BRKR
BRUKER CORP
Healthcare 0.00% 0.03%
Sold All 😨
(Was: #327)
0.0 -24,735 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
OSIS
OSI SYSTEMS INC
Technology 0.00% 0.03%
Sold All 😨
(Was: #328)
0.0 -3,220 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HYDB
ISHARES TR
ETF 0.00% 0.03%
Sold All 😨
(Was: #329)
0.0 -16,611 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHD
SCHWAB STRATEGI...
ETF 0.00% 0.03%
Sold All 😨
(Was: #330)
0.0 -29,107 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MASI
MASIMO CORP
Healthcare 0.00% 0.03%
Sold All 😨
(Was: #333)
0.0 -5,292 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
KHC
KRAFT HEINZ CO
Consumer Defensive 0.00% 0.03%
Sold All 😨
(Was: #338)
0.0 -28,842 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TOST
TOAST INC
Technology 0.00% 0.02%
Sold All 😨
(Was: #340)
0.0 -20,270 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
OUST
OUSTER INC
Technology 0.00% 0.02%
Sold All 😨
(Was: #345)
0.0 -26,524 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AMCR
AMCOR PLC
Consumer Cyclical 0.00% 0.02%
Sold All 😨
(Was: #349)
0.0 -84,179 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
XLG
INVESCO EXCHANG...
Unknown 0.00% 0.02%
Sold All 😨
(Was: #353)
0.0 -11,435 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
HIMZ
TIDAL TRUST II
Unknown 0.00% 0.02%
Sold All 😨
(Was: #358)
0.0 -28,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MSCI
MSCI INC
Financial Services 0.00% 0.02%
Sold All 😨
(Was: #363)
0.0 -1,080 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FWONK
LIBERTY MEDIA C...
Communication Services 0.00% 0.02%
Sold All 😨
(Was: #368)
0.0 -5,580 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GILD
GILEAD SCIENCES...
Healthcare 0.00% 0.02%
Sold All 😨
(Was: #370)
0.0 -5,158 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CHKP
CHECK POINT SOF...
Technology 0.00% 0.02%
Sold All 😨
(Was: #371)
0.0 -2,762 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DJIA
GLOBAL X FDS
Unknown 0.00% 0.02%
Sold All 😨
(Was: #379)
0.0 -24,650 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NVS
NOVARTIS AG
Healthcare 0.00% 0.02%
Sold All 😨
(Was: #381)
0.0 -4,133 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VBR
VANGUARD INDEX ...
ETF 0.00% 0.02%
Sold All 😨
(Was: #383)
0.0 -2,494 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TGT
TARGET CORP
Consumer Defensive 0.00% 0.02%
Sold All 😨
(Was: #386)
0.0 -5,620 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DKNG
DRAFTKINGS INC ...
Consumer Cyclical 0.00% 0.02%
Sold All 😨
(Was: #390)
0.0 -13,297 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TBIL
RBB FD INC
Bond/Debt 0.00% 0.02%
Sold All 😨
(Was: #394)
0.0 -9,730 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CL
COLGATE PALMOLI...
Consumer Defensive 0.00% 0.02%
Sold All 😨
(Was: #402)
0.0 -5,755 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
UL
UNILEVER PLC
Consumer Defensive 0.00% 0.01%
Sold All 😨
(Was: #404)
0.0 -7,556 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FNDF
SCHWAB STRATEGI...
Bond/Debt 0.00% 0.01%
Sold All 😨
(Was: #408)
0.0 -10,104 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RFM
RIVERNORTH FLEX...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #409)
0.0 -30,000 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PTCT
PTC THERAPEUTIC...
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #410)
0.0 -7,026 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DFUV
DIMENSIONAL ETF...
ETF 0.00% 0.01%
Sold All 😨
(Was: #411)
0.0 -9,582 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IJJ
ISHARES TR
ETF 0.00% 0.01%
Sold All 😨
(Was: #418)
0.0 -3,211 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
XYZ
BLOCK INC
Technology 0.00% 0.01%
Sold All 😨
(Was: #423)
0.0 -5,560 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DLTR
DOLLAR TREE INC
Consumer Defensive 0.00% 0.01%
Sold All 😨
(Was: #424)
0.0 -4,251 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CCI
CROWN CASTLE IN...
Real Estate 0.00% 0.01%
Sold All 😨
(Was: #427)
0.0 -4,066 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PYPL
PAYPAL HLDGS IN...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #429)
0.0 -5,770 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PGR
PROGRESSIVE COR...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #430)
0.0 -1,556 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
F
FORD MTR CO
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #435)
0.0 -30,335 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SHW
SHERWIN WILLIAM...
Basic Materials 0.00% 0.01%
Sold All 😨
(Was: #437)
0.0 -995 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
XLP
SELECT SECTOR S...
Unknown 0.00% 0.01%
Sold All 😨
(Was: #442)
0.0 -4,264 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
XLU
SELECT SECTOR S...
Bond/Debt 0.00% 0.01%
Sold All 😨
(Was: #445)
0.0 -3,751 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SBRA
SABRA HEALTH CA...
Real Estate 0.00% 0.01%
Sold All 😨
(Was: #446)
0.0 -17,531 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DFAS
DIMENSIONAL ETF...
ETF 0.00% 0.01%
Sold All 😨
(Was: #450)
0.0 -4,631 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
HYLS
FIRST TR EXCHAN...
ETF 0.00% 0.01%
Sold All 😨
(Was: #451)
0.0 -7,450 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ALL
ALLSTATE CORP
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #455)
0.0 -1,437 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SYK
STRYKER CORPORA...
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #458)
0.0 -821 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GTLB
GITLAB INC
Technology 0.00% 0.01%
Sold All 😨
(Was: #460)
0.0 -6,700 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MAIN
MAIN STR CAP CO...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #463)
0.0 -4,726 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RFMZ
RIVERNORTH FLEX...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #464)
0.0 -23,000 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BEN
FRANKLIN RESOUR...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #471)
0.0 -12,473 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BUFQ
FIRST TR EXCHNG...
Unknown 0.00% 0.01%
Sold All 😨
(Was: #475)
0.0 -8,250 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RACE
FERRARI N V
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #479)
0.0 -585 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RSPN
INVESCO EXCHANG...
Unknown 0.00% 0.01%
Sold All 😨
(Was: #481)
0.0 -4,950 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
U
UNITY SOFTWARE ...
Technology 0.00% 0.01%
Sold All 😨
(Was: #483)
0.0 -6,886 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MUC
BLACKROCK MUNIH...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #485)
0.0 -25,237 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PII
POLARIS INC
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #488)
0.0 -4,717 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NTRA
NATERA INC
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #490)
0.0 -1,667 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CME
CME GROUP INC
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #494)
0.0 -968 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ITW
ILLINOIS TOOL W...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #496)
0.0 -984 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
HIMS
HIMS & HERS HEA...
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #497)
0.0 -4,500 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
POR
PORTLAND GEN EL...
Utilities 0.00% 0.01%
Sold All 😨
(Was: #498)
0.0 -5,700 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHX
SCHWAB STRATEGI...
ETF 0.00% 0.01%
Sold All 😨
(Was: #499)
0.0 -9,573 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CRWD
CROWDSTRIKE HLD...
CALL
CALL Option 0.00% 0.01%
Sold All 😨
(Was: #503)
0.0 -500 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RY
ROYAL BK CDA
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #506)
0.0 -1,644 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
EMR
EMERSON ELEC CO
Industrials 0.00% 0.01%
Sold All 😨
(Was: #510)
0.0 -1,776 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
RCL
ROYAL CARIBBEAN...
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #516)
0.0 -709 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DAL
DELTA AIR LINES...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #521)
0.0 -3,986 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AIZ
ASSURANT INC
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #524)
0.0 -1,028 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NTAP
NETAPP INC
Technology 0.00% 0.01%
Sold All 😨
(Was: #526)
0.0 -1,850 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BOTZ
GLOBAL X FDS
Bond/Debt 0.00% 0.01%
Sold All 😨
(Was: #527)
0.0 -6,097 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TGTX
TG THERAPEUTICS...
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #528)
0.0 -5,900 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PEG
PUBLIC SVC ENTE...
Utilities 0.00% 0.01%
Sold All 😨
(Was: #529)
0.0 -2,550 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ICE
INTERCONTINENTA...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #530)
0.0 -1,263 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LULU
LULULEMON ATHLE...
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #533)
0.0 -1,187 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ETHA
ISHARES ETHEREU...
ETF 0.00% 0.01%
Sold All 😨
(Was: #535)
0.0 -6,684 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ZM
ZOOM COMMUNICAT...
Technology 0.00% 0.01%
Sold All 😨
(Was: #539)
0.0 -2,434 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FLO
FLOWERS FOODS I...
Consumer Defensive 0.00% 0.01%
Sold All 😨
(Was: #540)
0.0 -15,296 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
QS
QUANTUMSCAPE CO...
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #545)
0.0 -12,792 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AVAV
AEROVIRONMENT I...
CALL
CALL Option 0.00% 0.01%
Sold All 😨
(Was: #546)
0.0 -500 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CAR
AVIS BUDGET GRO...
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #548)
0.0 -900 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CHY
CALAMOS CONV & ...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #556)
0.0 -10,000 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ERJ
EMBRAER S.A.
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #558)
0.0 -1,600 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FFWM
FIRST FNDTN INC
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #559)
0.0 -16,283 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FSCO
FS CREDIT OPPOR...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #560)
0.0 -12,745 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CMCSA
COMCAST CORP NE...
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #561)
0.0 -2,700 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
PENNYMAC CORP
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #564)
0.0 -75,000 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
EBAY
EBAY INC.
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #565)
0.0 -800 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CRWV
COREWEAVE INC
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #567)
0.0 -500 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TCPC
BLACKROCK TCP C...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #570)
0.0 -10,000 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PTCT
PTC THERAPEUTIC...
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #571)
0.0 -1,000 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SMRT
SMARTRENT INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #572)
0.0 -35,207 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SMCI
SUPER MICRO COM...
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #574)
0.0 -900 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IBRX
IMMUNITYBIO INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #576)
0.0 -13,308 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PSNY
POLESTAR AUTOMO...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #579)
0.0 -10,600 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 668 holdings

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