Proficio Capital Partners LLC Portfolio Holdings

Proficio Capital Partners LLC has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $969 Million distributed in 285 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $107M, Vanguard Index Fds S&P 500 ETF with a value of $85.7M, Spdr Gold Trust with a value of $60.7M, Ishares Russell 3000 ETF with a value of $57.4M, and Spdr Bloomberg 3 12 Month T Bi with a value of $53.7M.

Examining the 13F form we can see an increase of $27.1M in the current position value, from $942M to 969M.

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.