Proficio Capital Partners LLC New Holdings in Q1 2025

Proficio Capital Partners LLC

  • $1.22 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWL
Ishares Tr Russell 200 ETF

ETFs
171K
New
$135.83 - $151.73 $23.2M - $25.9M
171K $23.5M
TLT
Ishares Barclays 20+ Year Trea

ETFs
102K
New
$85.29 - $92.57 $8.73M - $9.47M
102K $9.31M
CLOI
Vaneck ETF Tr

ETFs
174K
New
$52.68 - $53.16 $9.14M - $9.22M
174K $9.17M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
55.7K
New
$91.45 - $91.75 $5.09M - $5.11M
55.7K $5.11M
IWR
Ishares Russell Mid Cap ETF

ETFs
28.7K
New
$82.81 - $92.93 $2.38M - $2.67M
28.7K $2.44M
SBAC
Sba Communications Corp

Real Estate
10.3K
New
$192.76 - $224.91 $1.98M - $2.31M
10.3K $2.26M
DT
Dynatrace, Inc.

Technology
43.7K
New
$47.15 - $62.42 $2.06M - $2.73M
43.7K $2.06M
JEPI
J P Morgan Exchange Traded Fd

ETFs
34.8K
New
$56.17 - $59.71 $1.95M - $2.08M
34.8K $1.99M
TFPM
Triple Flag Precious Metals Corp.

Basic Materials
58.3K
New
$15.18 - $19.72 $885K - $1.15M
58.3K $1.12M
XLRE
Select Sector Spdr Tr Real Est

ETFs
26.1K
New
$39.18 - $43.52 $1.02M - $1.13M
26.1K $1.09M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
16.1K
New
$51.52 - $52.37 $829K - $843K
16.1K $842K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
15.1K
New
$50.82 - $52.7 $767K - $796K
15.1K $793K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
32.6K
New
$21.23 - $23.75 $692K - $774K
32.6K $701K
CQQQ
Invesco Exchange Traded Fd Tr

ETFs
15.3K
New
$36.74 - $50.04 $562K - $766K
15.3K $678K
XLF
Financial Sector Spdr

ETFs
12.9K
New
$47.32 - $52.19 $609K - $671K
12.9K $640K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
14.1K
New
$38.54 - $41.5 $543K - $584K
14.1K $572K
AB
Alliancebernstein Holding L.P.

Financial Services
13.4K
New
$35.0 - $40.73 $467K - $544K
13.4K $511K
CTVA
Corteva, Inc.

Basic Materials
7.13K
New
$55.94 - $66.15 $399K - $472K
7.13K $448K
MLPX
Global X Mlp & Energy Infrastr

ETFs
6.81K
New
$59.6 - $67.2 $406K - $458K
6.81K $434K
GNRC
Generac Holdings Inc.

Industrials
3.09K
New
$126.65 - $164.06 $391K - $506K
3.09K $390K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.78K
New
$169.43 - $182.84 $301K - $325K
1.78K $308K
VRSN
Verisign Inc

Technology
1.14K
New
$205.1 - $254.74 $233K - $289K
1.14K $288K
RCI
Rogers Communications Inc

Communication Services
10K
New
$26.73 - $31.05 $267K - $311K
10K $267K
CTA
Simplify Exch Traded Fds Simpl

ETFs
8.97K
New
$27.81 - $30.21 $249K - $271K
8.97K $265K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
13.1K
New
$19.43 - $19.62 $255K - $257K
13.1K $256K
MDT
Medtronic PLC

Healthcare
2.79K
New
$79.84 - $94.5 $223K - $264K
2.79K $251K
FOXA
Fox Corp

Communication Services
4.31K
New
$47.9 - $58.0 $207K - $250K
4.31K $244K
AFL
Aflac Inc

Financial Services
2.2K
New
$100.99 - $111.19 $222K - $245K
2.2K $244K
CVS
Cvs Health Corp

Healthcare
3.49K
New
$44.22 - $68.64 $154K - $240K
3.49K $236K
NI
Nisource Inc.

Utilities
5.91K
New
$35.57 - $41.23 $210K - $244K
5.91K $236K
ECL
Ecolab Inc.

Basic Materials
924
New
$229.72 - $269.82 $212K - $249K
924 $234K
GD
General Dynamics Corp

Industrials
856
New
$241.94 - $272.58 $207K - $233K
856 $233K
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.34K
New
$56.12 - $68.15 $188K - $228K
3.34K $226K
VDE
Vanguard Energy ETF

ETFs
1.7K
New
$119.14 - $132.76 $203K - $226K
1.7K $221K
OTIS
Otis Worldwide Corp

Industrials
2.12K
New
$90.77 - $104.01 $192K - $220K
2.12K $218K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
808
New
$233.07 - $290.7 $188K - $235K
808 $218K
EXLS
Exl Service Holdings, Inc.

Technology
4.55K
New
$44.13 - $51.8 $201K - $236K
4.55K $214K
PSX
Phillips 66

Energy
1.71K
New
$113.93 - $131.55 $195K - $225K
1.71K $210K
UNM
Unum Group

Financial Services
2.55K
New
$71.8 - $83.34 $183K - $212K
2.55K $207K
GPC
Genuine Parts CO

Consumer Cyclical
1.73K
New
$115.91 - $129.02 $201K - $223K
1.73K $206K
KMB
Kimberly Clark Corp

Consumer Defensive
1.44K
New
$124.46 - $147.4 $179K - $212K
1.44K $204K
CHD
Church & Dwight CO Inc

Consumer Defensive
1.84K
New
$101.42 - $113.2 $186K - $208K
1.84K $202K
UAA
Under Armour, Inc.

Consumer Cyclical
12.9K
New
$6.25 - $8.66 $80.6K - $112K
12.9K $80K
GRAB
Grab Holdings LTD

Technology
10K
New
$4.12 - $5.34 $41.2K - $53.4K
10K $45K
STEM
Stem, Inc.

Technology
13.2K
New
$0.35 - $1.22 $4.6K - $16K
13.2K $4K
Amentum Holdings Inc
23K
New
N/A
23K $0
Blackrock ETF Trust Ii
167K
New
N/A
167K $0
Coreweave Inc
380K
New
N/A
380K $0
Core Scientific Inc New
161K
New
N/A
161K $0
Activity Summary
Buys All Purchases 242 New Holdings 55 Increased Positions 187 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 0 Puts 0
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