Proficio Capital Partners LLC has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.22 Billion distributed in 389 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $135M, Vanguard Index Fds S&P 500 ETF with a value of $108M, Spdr Gold Trust with a value of $104M, Spdr Bloomberg 3 12 Month T Bi with a value of $60.6M, and Ishares Russell 3000 ETF with a value of $49.1M.
Examining the 13F form we can see an increase of $32M in the current position value, from $1.19B to 1.22B.
Proficio Capital Partners LLC is based out at Newton, MA
Below you can find more details about Proficio Capital Partners LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.22 Billion
ETFs: $843 Million
Technology: $113 Million
Financial Services: $67.1 Million
Communication Services: $54.3 Million
Consumer Cyclical: $40.7 Million
Healthcare: $34.6 Million
Industrials: $18.8 Million
Consumer Defensive: $17.5 Million
Other: $31.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
