Proficio Capital Partners LLC Portfolio Holdings
Proficio Capital Partners LLC
- $20.2 Billion
- Q2 2025
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 434
- Current Value $20.2 Billion
- Prior Value $1.22 Billion
- Filing
- Period Q2 2025
- Filing Date August 07, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 92 stocks
- Additional Purchases 210 stocks
- Sold out of 0 stocks
- Reduced holdings in 90 stocks