Proficio Capital Partners LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $20.2 Billion distributed in 434 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $7.9B, Vanguard Specialized Funds Van with a value of $1.25B, Invesco Qqq Trust, Series 1 with a value of $1.12B, Vanguard Information Technolog with a value of $1.02B, and Ishares Tr with a value of $931M.
Examining the 13F form we can see an increase of $18.9B in the current position value, from $1.22B to 20.2B.
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
$20.2 Billion
ETFs: $19.7 Billion
Technology: $151 Million
Financial Services: $73.2 Million
Communication Services: $63.2 Million
Consumer Cyclical: $50.4 Million
Healthcare: $32.3 Million
Industrials: $25.3 Million
Consumer Defensive: $20 Million
Other: $35.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
