Portfolio Strategies, Inc. Purchases and Sells in Q3 2025

Portfolio Strategies, Inc.

$843 Million
Q3 2025

Top Buys

Incresed Positions

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IYW	58.1K + 16.63%	$171.38 - $197.01 $9.96M - $11.4M	408K $79.8M
IXN	6.13K + 0.65%	$91.28 - $103.32 $559K - $633K	952K $98.2M
IGM	34.9K + 11.19%	$110.96 - $127.67 $3.87M - $4.45M	347K $43.7M
FBCG	9.75K + 1.3%	$47.75 - $54.24 $466K - $529K	759K $40.7M
VTI	71 + 0.08%	$303.93 - $329.86 $21.6K - $23.4K	94.4K $31M
VONG	498 + 1.47%	$108.08 - $121.73 $53.8K - $60.6K	34.4K $4.15M

New Holdings

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JEPI	36.2K New	$55.61 - $57.37 $2.01M - $2.07M	36.2K $2.06M
HYG	20.6K New	$79.85 - $81.32 $1.65M - $1.68M	20.6K $1.67M
MO	17K New	$57.75 - $67.68 $982K - $1.15M	17K $1.12M
SHYG	19K New	$42.75 - $43.37 $812K - $824K	19K $822K
EMHY	19K New	$38.58 - $40.06 $733K - $761K	19K $753K
USHY	19K New	$37.14 - $37.85 $707K - $721K	19K $719K

Top Sells

Reduced Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPTM	-164K - 51.22%	$74.93 - $80.73 $12.3M - $13.2M	156K $12.6M
XOM	-849 - 21.92%	$105.83 - $117.22 $89.8K - $99.5K	3.02K $340K
AMZN	-206 - 3.93%	$211.65 - $238.24 $43.6K - $49.1K	5.04K $1.11M
COOPER COS INC	-54 - 1.77%	N/A	2.99K $0
LINDE PLC	-7 - 0.55%	N/A	1.27K $0
MSFT	-133 - 3.28%	$491.09 - $535.64 $65.3K - $71.2K	3.92K $2.03M

Activity Summary All Purchases 33 New Holdings 18 Increased Positions 15 All Sells 20 Reductions 20 Sold out 0 Calls 0 Puts 0

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