USA FINANCIAL FORMULAS

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
483
Quarter
2025 Q4
Top Holding
IVV (14.8%)
Top 10 Concentration
81.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 483
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
IVV
iShares Core S&...
ETF 14.80% 14.00% #1
Prev: #1
7.9 71 0.1%
P
S
118,799 $81,370,187 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EEM
iShares MSCI Em...
ETF 11.90% 11.92% #2
Prev: #2
4.8 -71,139 -5.6%
P
S
1,195,549 $65,408,486 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
QQQ
Invesco QQQ Tru...
ETF 11.87% 11.50% #3 1
Prev: #4
4.8 -2,521 -2.3%
P
S
106,196 $65,237,265 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IVW
iShares S&P 500...
Warrant 11.76% 11.64% #4 1
Prev: #3
4.7 -23,153 -4.2%
P
S
524,309 $64,626,327 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
SPDR S&P 500
ETF 11.74% 11.40% #5
Prev: #5
4.7 -2,564 -2.6%
P
S
94,596 $64,506,904 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EFA
iShares MSCI EA...
ETF 11.71% 11.37% #6
Prev: #6
4.7 -20,754 -3.0%
P
S
670,448 $64,383,121 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LQD
iShares iBoxx U...
ETF 4.68% 3.44% #7
Prev: #7
4.0 58,136 33.2%
P
S
233,460 $25,724,957 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HYG
iShares iBoxx U...
ETF 1.19% 1.28% #8 1
Prev: #9
0.5 -8,044 -9.0%
P
S
81,181 $6,545,624 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SIXJ
AIM ETF Product...
ETF 0.76% 0.85% #9 1
Prev: #10
0.4 -23,196 -16.1%
P
S
121,073 $4,150,382 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SIXO
AIM ETF Product...
ETF 0.74% 0.82% #10 1
Prev: #11
0.3 -20,670 -15.0%
P
S
116,963 $4,062,125 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IYZ
BlackRock Insti...
ETF 0.50% 0.52% #11 1
Prev: #12
0.2 -11,407 -12.4%
P
S
80,884 $2,741,968 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IYW
iShares U.S. Te...
ETF 0.48% 0.52% #12 1
Prev: #13
0.2 -2,075 -13.7%
P
S
13,126 $2,621,000 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IYH
iShares U.S. He...
ETF 0.46% #13
Prev: #—
2.2 39,109 no change
NEW
39,109 $2,545,996 2015 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IDU
BlackRock Insti...
ETF 0.46% 0.50% #14 1
Prev: #15
0.2 -2,496 -9.7%
P
S
23,319 $2,526,847 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MU
Micron Technolo...
Technology 0.39% #15
Prev: #—
2.2 7,417 no change
NEW
7,417 $2,116,886 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ARLU
AIM ETF Product...
ETF 0.38% 0.44% #16 2
Prev: #18
0.2 -14,454 -17.3%
P
S
68,867 $2,087,517 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
JULU
AIM ETF Product...
ETF 0.38% 0.43% #17 2
Prev: #19
0.2 -14,420 -17.1%
P
S
69,897 $2,076,640 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
JANU
ALLIANZIM US BU...
Unknown 0.38% 0.43% #18 3
Prev: #21
0.2 -14,987 -16.9%
P
S
73,761 $2,075,635 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
OCTU
ALLIANZIM US BU...
ETF 0.38% 0.43% #19 1
Prev: #20
0.2 -14,825 -16.9%
P
S
72,839 $2,073,049 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOG
Alphabet Inc - ...
Communication Services 0.34% #20
Prev: #—
2.1 6,026 no change
NEW
6,026 $1,890,959 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MNST
Monster Beverag...
Consumer Defensive 0.34% 0.32% #21 4
Prev: #25
0.2 -2,625 -9.8%
P
S
24,169 $1,853,037 2015 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
LRCX
Lam Research Co...
Technology 0.33% #22
Prev: #—
2.1 10,539 no change
NEW
10,539 $1,804,066 2014 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AEP
American Electr...
Utilities 0.31% 0.02% #23 171
Prev: #194
2.4 13,853 1481.6%
P
S
14,788 $1,705,204 2016 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
Alphabet Inc - ...
Communication Services 0.29% #24
Prev: #—
2.1 5,060 no change
NEW
5,060 $1,583,780 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
XEL
Xcel Energy, In...
Utilities 0.29% 0.05% #25 86
Prev: #111
2.4 17,810 491.3%
P
S
21,435 $1,583,189 2019 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IYF
iShares U.S. Fi...
ETF 0.00% 0.51%
Sold All 😨
(Was: #14)
0.3 -22,880 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
EA
Electronic Arts...
Communication Services 0.00% 0.34%
Sold All 😨
(Was: #23)
0.3 -9,696 -100.0%
CLOSED
$— 2014 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NDAQ
Nasdaq Inc - Or...
Financial Services 0.00% 0.17%
Sold All 😨
(Was: #41)
0.3 -10,665 -100.0%
CLOSED
$— 2014 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
STT
State Street Co...
Financial Services 0.00% 0.14%
Sold All 😨
(Was: #56)
0.3 -6,649 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DLTR
Dollar Tree Inc
Consumer Defensive 0.00% 0.14%
Sold All 😨
(Was: #57)
0.3 -8,156 -100.0%
CLOSED
$— 2014 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DG
Dollar General ...
Consumer Defensive 0.00% 0.14%
Sold All 😨
(Was: #59)
0.3 -7,416 -100.0%
CLOSED
$— 2015 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RCL
Royal Caribbean...
Consumer Cyclical 0.00% 0.11%
Sold All 😨
(Was: #74)
0.3 -2,017 -100.0%
CLOSED
$— 2014 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MOS
Mosaic Company
Basic Materials 0.00% 0.11%
Sold All 😨
(Was: #77)
0.3 -17,470 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CCL
Carnival Corp. ...
Consumer Cyclical 0.00% 0.10%
Sold All 😨
(Was: #84)
0.3 -19,251 -100.0%
CLOSED
$— 2015 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LYV
Live Nation Ent...
Communication Services 0.00% 0.10%
Sold All 😨
(Was: #85)
0.3 -3,392 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CBRE
CBRE Group Inc ...
Real Estate 0.00% 0.10%
Sold All 😨
(Was: #86)
0.3 -3,517 -100.0%
CLOSED
$— 2015 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
KR
Kroger Co.
Consumer Defensive 0.00% 0.10%
Sold All 😨
(Was: #88)
0.3 -8,171 -100.0%
CLOSED
$— 2014 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PODD
Insulet Corpora...
Healthcare 0.00% 0.09%
Sold All 😨
(Was: #91)
0.3 -1,575 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
POR
Portland Genera...
Utilities 0.00% 0.06%
Sold All 😨
(Was: #102)
0.3 -7,492 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
COOP
Mr. Cooper Grou...
Unknown 0.00% 0.05%
Sold All 😨
(Was: #104)
0.3 -1,460 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
XLP
Consumer Staple...
Unknown 0.00% 0.05%
Sold All 😨
(Was: #118)
0.3 -3,551 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RPRX
Royalty Pharma ...
Healthcare 0.00% 0.05%
Sold All 😨
(Was: #124)
0.3 -7,321 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NFG
National Fuel G...
Energy 0.00% 0.04%
Sold All 😨
(Was: #125)
0.3 -2,745 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SGI
Somnigroup Intl...
Consumer Cyclical 0.00% 0.04%
Sold All 😨
(Was: #128)
0.3 -2,874 -100.0%
CLOSED
$— 2015 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ADP
Automatic Data ...
Technology 0.00% 0.04%
Sold All 😨
(Was: #131)
0.3 -800 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ALL
Allstate Corp (...
Financial Services 0.00% 0.04%
Sold All 😨
(Was: #134)
0.3 -1,044 -100.0%
CLOSED
$— 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ROKU
Roku Inc - Ordi...
Communication Services 0.00% 0.04%
Sold All 😨
(Was: #136)
0.3 -2,127 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MSCI
MSCI Inc
Financial Services 0.00% 0.04%
Sold All 😨
(Was: #138)
0.3 -368 -100.0%
CLOSED
$— 2016 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ELAN
Elanco Animal H...
Healthcare 0.00% 0.04%
Sold All 😨
(Was: #139)
0.3 -10,088 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HST
Host Hotels & R...
Real Estate 0.00% 0.03%
Sold All 😨
(Was: #147)
0.3 -10,862 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ADT
ADT Inc
Industrials 0.00% 0.03%
Sold All 😨
(Was: #150)
0.3 -20,938 -100.0%
CLOSED
$— 2015 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AWI
Armstrong World...
Industrials 0.00% 0.03%
Sold All 😨
(Was: #153)
0.3 -891 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RBA
RB Global Inc
Industrials 0.00% 0.03%
Sold All 😨
(Was: #157)
0.3 -1,555 -100.0%
CLOSED
$— 2015 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TSN
Tyson Foods, In...
Consumer Defensive 0.00% 0.03%
Sold All 😨
(Was: #159)
0.3 -3,034 -100.0%
CLOSED
$— 2016 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TDG
Transdigm Group...
Industrials 0.00% 0.03%
Sold All 😨
(Was: #161)
0.3 -122 -100.0%
CLOSED
$— 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ATRO
Astronics Corp.
Industrials 0.00% 0.02%
Sold All 😨
(Was: #172)
0.3 -3,047 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EYE
National Vision...
Consumer Cyclical 0.00% 0.02%
Sold All 😨
(Was: #175)
0.3 -4,629 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SSRM
SSR Mining Inc
Basic Materials 0.00% 0.02%
Sold All 😨
(Was: #178)
0.3 -5,451 -100.0%
CLOSED
$— 2019 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
OPRX
OptimizeRx Corp
Healthcare 0.00% 0.02%
Sold All 😨
(Was: #180)
0.3 -6,409 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PSMT
Pricesmart Inc.
Consumer Defensive 0.00% 0.02%
Sold All 😨
(Was: #186)
0.3 -987 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SNEX
StoneX Group In...
Financial Services 0.00% 0.02%
Sold All 😨
(Was: #192)
0.3 -1,079 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BFC
Bank First Corp
Financial Services 0.00% 0.02%
Sold All 😨
(Was: #195)
0.3 -851 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CCB
Coastal Financi...
Financial Services 0.00% 0.02%
Sold All 😨
(Was: #196)
0.3 -944 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TPC
Tutor Perini Co...
Industrials 0.00% 0.02%
Sold All 😨
(Was: #205)
0.3 -1,372 -100.0%
CLOSED
$— 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BBW
Build A Bear Wo...
Consumer Cyclical 0.00% 0.02%
Sold All 😨
(Was: #208)
0.3 -1,315 -100.0%
CLOSED
$— 2015 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
KAR
Openlane Inc.
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #212)
0.3 -2,873 -100.0%
CLOSED
$— 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TXNM
TXNM Energy Inc...
Utilities 0.00% 0.01%
Sold All 😨
(Was: #215)
0.3 -1,449 -100.0%
CLOSED
$— 2016 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TPB
Turning Point B...
Consumer Defensive 0.00% 0.01%
Sold All 😨
(Was: #217)
0.3 -814 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PPG
PPG Industries,...
Basic Materials 0.00% 0.01%
Sold All 😨
(Was: #220)
0.3 -699 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
STNE
StoneCo Ltd - O...
Technology 0.00% 0.01%
Sold All 😨
(Was: #221)
0.3 -2,883 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SUPN
Supernus Pharma...
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #223)
0.3 -1,051 -100.0%
CLOSED
$— 2017 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
URBN
Urban Outfitter...
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #225)
0.3 -666 -100.0%
CLOSED
$— 2016 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MCRI
Monarch Casino ...
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #226)
0.3 -448 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VC
Visteon Corp.
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #227)
0.3 -366 -100.0%
CLOSED
$— 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GRPN
Groupon Inc
Communication Services 0.00% 0.01%
Sold All 😨
(Was: #228)
0.3 -1,800 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CHEF
Chefs` Warehous...
Consumer Defensive 0.00% 0.01%
Sold All 😨
(Was: #229)
0.3 -702 -100.0%
CLOSED
$— 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ACAD
Acadia Pharmace...
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #230)
0.3 -1,898 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MGNI
Magnite Inc
Communication Services 0.00% 0.01%
Sold All 😨
(Was: #231)
0.3 -1,835 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GILT
Gilat Satellite...
Technology 0.00% 0.01%
Sold All 😨
(Was: #232)
0.3 -2,971 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NTES
NetEase Inc - A...
Communication Services 0.00% 0.01%
Sold All 😨
(Was: #235)
0.3 -207 -100.0%
CLOSED
$— 2014 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LEU
Centrus Energy ...
Energy 0.00% 0.00%
Sold All 😨
(Was: #236)
0.3 -85 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RYAAY
Ryanair Holding...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #237)
0.3 -437 -100.0%
CLOSED
$— 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ESLT
Elbit Systems L...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #238)
0.3 -51 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ONC
BeiGene Ltd - A...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #239)
0.3 -76 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HL
Hecla Mining Co...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #240)
0.3 -2,084 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ATGE
Adtalem Global ...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #243)
0.3 -142 -100.0%
CLOSED
$— 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
UNP
Union Pacific C...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #245)
0.3 -83 -100.0%
CLOSED
$— 2014 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DCO
Ducommun Inc.
Industrials 0.00% 0.00%
Sold All 😨
(Was: #246)
0.3 -199 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NIC
Nicolet Banksha...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #247)
0.3 -138 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RSI
Rush Street Int...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #249)
0.3 -897 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VZ
Verizon Communi...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #251)
0.3 -412 -100.0%
CLOSED
$— 2016 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PLOW
Douglas Dynamic...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #252)
0.3 -564 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CL
Colgate-Palmoli...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #253)
0.3 -212 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
OKE
Oneok Inc.
Energy 0.00% 0.00%
Sold All 😨
(Was: #257)
0.3 -1 -100.0%
CLOSED
$— 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 483 holdings

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