Proficio Capital Partners LLC Portfolio Holdings
Proficio Capital Partners LLC
- $1.19 Billion
- Q4 2024
Proficio Capital Partners LLC has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.19 Billion distributed in 364 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $111M, Vanguard Index Fds S&P 500 ETF with a value of $106M, Spdr Gold Trust with a value of $83.4M, Spdr Bloomberg 3 12 Month T Bi with a value of $63.6M, and Ishares Russell 3000 ETF with a value of $57.2M.
Examining the 13F form we can see an decrease of $175B in the current position value, from $177B to 1.19B.
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 Under $50 Millions
Summary
- Portfolio
- No. of Stocks 364
- Current Value $1.19 Billion
- Prior Value $177 Billion
- Filing
- Period Q4 2024
- Filing Date February 06, 2025
- Form Type 13F-HR/A
- Activity in Q4 2024
- New Purchases 0 stocks
- Additional Purchases 1 stocks
- Sold out of 0 stocks
- Reduced holdings in 349 stocks