$669 Million is the total value of Proficio Capital Partners LLC's 278 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 33.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IAU | Buy | ISHARES GOLD TRishares new | $90,205,000 | +22.2% | 2,449,233 | +15.5% | 13.47% | +31.2% |
| IWV | Sell | ISHARES TRrussell 3000 etf | $46,983,000 | -12.0% | 179,073 | -6.9% | 7.02% | -5.5% |
| UGL | Buy | PROSHARES TR IIultra gold | $41,485,000 | +74.1% | 628,354 | +57.7% | 6.20% | +86.9% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $30,946,000 | +4.5% | 135,925 | +10.8% | 4.62% | +12.2% |
| VOO | Sell | VANGUARD INDEX FDS | $24,651,000 | -12.8% | 59,375 | -8.3% | 3.68% | -6.3% |
| IWX | New | ISHARES TRrus tp200 vl etf | $18,291,000 | – | 265,108 | +100.0% | 2.73% | – |
| NVDA | Buy | NVIDIA CORPORATION | $14,908,000 | +519.9% | 54,635 | +568.2% | 2.23% | +564.8% |
| MSFT | Sell | MICROSOFT CORP | $14,155,000 | -12.6% | 45,910 | -4.7% | 2.11% | -6.3% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $13,557,000 | -3.3% | 31,383 | +6.3% | 2.02% | +3.8% |
| IEI | Sell | ISHARES TR3 7 yr treas bd | $13,253,000 | -31.6% | 108,828 | -27.7% | 1.98% | -26.5% |
| AMZN | Sell | AMAZON COM INC | $12,791,000 | -9.0% | 3,924 | -6.9% | 1.91% | -2.3% |
| AGG | Sell | ISHARES TRcore us aggbd et | $12,311,000 | -23.8% | 114,948 | -18.8% | 1.84% | -18.2% |
| AAPL | Sell | APPLE INC | $12,041,000 | -17.5% | 68,962 | -16.1% | 1.80% | -11.4% |
| BIL | Buy | SPDR SER TRbloomberg 1-3 mo | $11,952,000 | +501.5% | 132,125 | +507.9% | 1.78% | +546.7% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $11,029,000 | -9.2% | 3,949 | -5.9% | 1.65% | -2.5% |
| SPUU | Sell | DIREXION SHS ETF TRdly s&p500 2xs | $10,544,000 | -23.4% | 107,852 | -8.8% | 1.58% | -17.8% |
| MBB | Sell | ISHARES TRmbs etf | $9,840,000 | -31.3% | 96,595 | -27.6% | 1.47% | -26.2% |
| EWC | New | ISHARES INCmsci cda etf | $8,888,000 | – | 221,030 | +100.0% | 1.33% | – |
| AAAU | Buy | GOLDMAN SACHS PHYSICAL GOLDunit | $8,798,000 | +6.0% | 457,519 | +0.2% | 1.31% | +13.8% |
| PDBC | Buy | INVESCO ACTIVLY MANGD ETC FDoptimum yield | $8,696,000 | +170.4% | 494,094 | +116.0% | 1.30% | +190.6% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $8,366,000 | -2.3% | 18,439 | +2.7% | 1.25% | +5.0% |
| GLP | Sell | GLOBAL PARTNERS LP | $6,218,000 | +10.3% | 228,000 | -5.0% | 0.93% | +18.5% |
| REMX | Sell | VANECK ETF TRUSTrare earth/strtg | $5,990,000 | -22.4% | 50,646 | -26.4% | 0.90% | -16.7% |
| V | Buy | VISA INC | $5,859,000 | +3.3% | 26,421 | +0.9% | 0.88% | +10.9% |
| HMHC | HOUGHTON MIFFLIN HARCOURT CO | $5,639,000 | +30.5% | 268,378 | 0.0% | 0.84% | +40.1% | |
| FB | Buy | META PLATFORMS INCcl a | $5,630,000 | +73.6% | 25,324 | +162.7% | 0.84% | +86.5% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $5,212,000 | +13.8% | 14,770 | -3.6% | 0.78% | +22.3% |
| BX | Buy | BLACKSTONE INC | $5,011,000 | +1.1% | 39,472 | +3.0% | 0.75% | +8.6% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $4,956,000 | +1.1% | 1,782 | +5.3% | 0.74% | +8.5% |
| COST | Sell | COSTCO WHSL CORP NEW | $4,583,000 | -31.7% | 7,958 | -32.7% | 0.68% | -26.6% |
| WMT | Sell | WALMART INC | $4,555,000 | +0.3% | 30,584 | -2.5% | 0.68% | +7.6% |
| SHY | New | ISHARES TR1 3 yr treas bd | $4,273,000 | – | 51,260 | +100.0% | 0.64% | – |
| FLOT | Buy | ISHARES TRfltg rate nt etf | $3,951,000 | +221.0% | 78,203 | +222.3% | 0.59% | +245.0% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $3,901,000 | -27.6% | 9,366 | -20.4% | 0.58% | -22.3% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $3,284,000 | -7.1% | 9,949 | +7.7% | 0.49% | -0.2% |
| KKR | Buy | KKR & CO INC | $3,256,000 | -17.3% | 55,686 | +5.4% | 0.49% | -11.3% |
| ADI | Sell | ANALOG DEVICES INC | $3,238,000 | -24.3% | 19,600 | -19.4% | 0.48% | -18.7% |
| GLD | Buy | SPDR GOLD TR | $3,234,000 | +16.1% | 17,902 | +9.9% | 0.48% | +24.5% |
| ASHR | Sell | DBX ETF TRxtrack hrvst csi | $3,225,000 | -36.8% | 97,466 | -25.3% | 0.48% | -32.0% |
| BLACKSTONE SECD LENDING FD | $3,198,000 | -18.0% | 114,722 | 0.0% | 0.48% | -12.0% | ||
| TLT | Buy | ISHARES TR20 yr tr bd etf | $3,127,000 | +21.9% | 23,672 | +36.7% | 0.47% | +30.8% |
| GOAU | New | ETF SER SOLUTIONSus gbl gld pre | $2,901,000 | – | 138,296 | +100.0% | 0.43% | – |
| W | Buy | WAYFAIR INCcl a | $2,847,000 | -41.7% | 25,698 | +0.0% | 0.42% | -37.4% |
| SBUX | Sell | STARBUCKS CORP | $2,836,000 | -25.5% | 31,180 | -4.2% | 0.42% | -20.0% |
| DIS | Sell | DISNEY WALT CO | $2,745,000 | -13.5% | 20,013 | -2.3% | 0.41% | -7.0% |
| MSOS | Sell | ADVISORSHARES TRpure us cannabis | $2,671,000 | -27.7% | 128,045 | -11.3% | 0.40% | -22.4% |
| LRCX | Buy | LAM RESEARCH CORP | $2,575,000 | +648.5% | 4,790 | +902.1% | 0.38% | +702.1% |
| JNJ | Sell | JOHNSON & JOHNSON | $2,559,000 | -4.0% | 14,440 | -7.4% | 0.38% | +3.0% |
| NKE | Sell | NIKE INCcl b | $2,548,000 | -21.4% | 18,932 | -2.6% | 0.38% | -15.5% |
| HD | Sell | HOME DEPOT INC | $2,552,000 | -33.3% | 8,524 | -7.5% | 0.38% | -28.4% |
| SGOL | Sell | ABRDN GOLD ETF TRUST | $2,525,000 | -9.7% | 135,913 | -14.6% | 0.38% | -3.1% |
| LMT | Buy | LOCKHEED MARTIN CORP | $2,476,000 | +923.1% | 5,610 | +723.8% | 0.37% | +988.2% |
| UBER | Sell | UBER TECHNOLOGIES INC | $2,388,000 | -15.6% | 66,936 | -0.9% | 0.36% | -9.4% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $2,191,000 | -10.4% | 46,804 | -3.6% | 0.33% | -3.8% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $2,160,000 | -43.1% | 12,276 | -42.2% | 0.32% | -38.8% |
| CSCO | Sell | CISCO SYS INC | $2,068,000 | -16.0% | 37,115 | -4.5% | 0.31% | -9.9% |
| TSLA | Sell | TESLA INC | $2,053,000 | -18.5% | 1,905 | -20.1% | 0.31% | -12.3% |
| BAC | Buy | BK OF AMERICA CORP | $2,041,000 | +23.4% | 49,505 | +33.2% | 0.30% | +32.6% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,973,000 | -6.4% | 14,485 | +8.9% | 0.30% | +0.7% |
| PFE | Buy | PFIZER INC | $1,817,000 | -10.8% | 35,100 | +1.8% | 0.27% | -4.2% |
| ORCL | Buy | ORACLE CORP | $1,789,000 | +242.1% | 21,644 | +261.1% | 0.27% | +265.8% |
| SMG | Sell | SCOTTS MIRACLE-GRO COcl a | $1,703,000 | -23.8% | 13,850 | -0.3% | 0.25% | -18.3% |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $1,675,000 | -5.3% | 3,415 | 0.0% | 0.25% | +1.6% | |
| FOCS | Buy | FOCUS FINL PARTNERS INC | $1,651,000 | -23.4% | 36,099 | +0.0% | 0.25% | -17.7% |
| Buy | KRANESHARES TRcalifornia carb | $1,632,000 | +48.1% | 63,611 | +63.1% | 0.24% | +59.5% | |
| GTLS | Sell | CHART INDS INC | $1,579,000 | -2.8% | 9,190 | -9.7% | 0.24% | +4.4% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $1,499,000 | -6.9% | 2,940 | -8.3% | 0.22% | 0.0% |
| DEO | Buy | DIAGEO PLCspon adr new | $1,467,000 | -0.3% | 7,224 | +8.1% | 0.22% | +6.8% |
| BAB | INVESCO EXCH TRADED FD TR IItaxable mun bd | $1,448,000 | -10.0% | 48,800 | 0.0% | 0.22% | -3.6% | |
| PYPL | Sell | PAYPAL HLDGS INC | $1,421,000 | -46.5% | 12,287 | -12.8% | 0.21% | -42.7% |
| PHYS | Sell | SPROTT PHYSICAL GOLD TRunit | $1,412,000 | -0.1% | 91,847 | -6.7% | 0.21% | +7.1% |
| JMST | New | J P MORGAN EXCHANGE-TRADED Fultra sht muncpl | $1,388,000 | – | 27,400 | +100.0% | 0.21% | – |
| ABNB | Buy | AIRBNB INC | $1,337,000 | +3.2% | 7,783 | +0.1% | 0.20% | +11.1% |
| MRK | Sell | MERCK & CO INC | $1,309,000 | +2.2% | 16,023 | -4.2% | 0.20% | +10.1% |
| PG | Sell | PROCTER AND GAMBLE CO | $1,299,000 | -7.9% | 8,500 | -1.4% | 0.19% | -1.0% |
| CVX | Buy | CHEVRON CORP NEW | $1,092,000 | +94.3% | 6,705 | +39.9% | 0.16% | +109.0% |
| LNG | Sell | CHENIERE ENERGY INC | $1,072,000 | +36.6% | 7,729 | -0.1% | 0.16% | +46.8% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $1,060,000 | -24.4% | 9,740 | -17.5% | 0.16% | -19.0% |
| GDX | Sell | VANECK ETF TRUSTgold miners etf | $1,042,000 | +2.0% | 27,176 | -14.8% | 0.16% | +9.9% |
| OLN | Buy | OLIN CORP | $1,036,000 | -9.0% | 19,824 | +0.2% | 0.16% | -1.9% |
| BAM | Sell | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $1,031,000 | -6.8% | 18,218 | -0.5% | 0.15% | 0.0% |
| TXN | Buy | TEXAS INSTRS INC | $1,026,000 | +51.6% | 5,589 | +55.7% | 0.15% | +62.8% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $977,000 | -76.7% | 2,694 | -74.5% | 0.15% | -75.0% |
| ABT | Buy | ABBOTT LABS | $956,000 | -5.5% | 8,077 | +12.3% | 0.14% | +1.4% |
| TLH | Sell | ISHARES TR10-20 yr trs etf | $957,000 | -67.7% | 7,110 | -64.3% | 0.14% | -65.3% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $906,000 | -86.7% | 6,130 | -86.8% | 0.14% | -85.8% |
| WFC | Buy | WELLS FARGO CO NEW | $879,000 | +83.1% | 18,137 | +81.4% | 0.13% | +95.5% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $857,000 | -25.7% | 1,881 | -7.6% | 0.13% | -20.5% |
| IBB | ISHARES TRishares biotech | $821,000 | -14.7% | 6,300 | 0.0% | 0.12% | -8.2% | |
| LLY | Sell | LILLY ELI & CO | $804,000 | -5.9% | 2,809 | -9.2% | 0.12% | +0.8% |
| SSNC | Buy | SS&C TECHNOLOGIES HLDGS INC | $805,000 | +138.9% | 10,736 | +161.0% | 0.12% | +155.3% |
| SPXL | Sell | DIREXION SHS ETF TRdrx s&p500bull | $794,000 | -86.8% | 6,630 | -84.2% | 0.12% | -85.8% |
| ABBV | Sell | ABBVIE INC | $789,000 | +1.0% | 4,869 | -15.5% | 0.12% | +8.3% |
| PEP | Sell | PEPSICO INC | $790,000 | -7.6% | 4,717 | -4.1% | 0.12% | -0.8% |
| BRO | Buy | BROWN & BROWN INC | $787,000 | +152.2% | 10,883 | +145.0% | 0.12% | +174.4% |
| AVGO | Sell | BROADCOM INC | $782,000 | -7.2% | 1,242 | -2.1% | 0.12% | 0.0% |
| CDW | Buy | CDW CORP | $780,000 | +53.8% | 4,357 | +76.2% | 0.12% | +64.8% |
| MDT | Buy | MEDTRONIC PLC | $779,000 | +27.5% | 7,032 | +19.0% | 0.12% | +36.5% |
| BLDR | Sell | BUILDERS FIRSTSOURCE INC | $775,000 | -26.2% | 12,011 | -2.0% | 0.12% | -20.5% |
| NEE | Sell | NEXTERA ENERGY INC | $776,000 | -10.3% | 9,166 | -1.1% | 0.12% | -3.3% |
| MS | Buy | MORGAN STANLEY | $763,000 | -4.9% | 8,735 | +6.9% | 0.11% | +1.8% |
| MLM | Buy | MARTIN MARIETTA MATLS INC | $759,000 | +79.4% | 1,972 | +105.2% | 0.11% | +91.5% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $744,000 | -25.4% | 2,081 | -25.0% | 0.11% | -20.1% |
| ITAN | Buy | ALPHA ARCHITECT ETF TRsparkline intang | $738,000 | -5.4% | 29,405 | +0.5% | 0.11% | +0.9% |
| SCHW | Buy | SCHWAB CHARLES CORP | $720,000 | +13.2% | 8,561 | +13.2% | 0.11% | +22.7% |
| INTU | Sell | INTUIT | $701,000 | -28.2% | 1,460 | -3.9% | 0.10% | -22.8% |
| PICK | Sell | ISHARES INCmsci gbl etf new | $694,000 | -78.0% | 13,554 | -81.7% | 0.10% | -76.3% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $689,000 | +3.5% | 3,027 | +12.0% | 0.10% | +10.8% |
| TGT | Buy | TARGET CORP | $673,000 | +1.7% | 3,173 | +10.9% | 0.10% | +9.8% |
| SPTM | SPDR SER TRportfoli s&p1500 | $655,000 | -4.9% | 11,790 | 0.0% | 0.10% | +2.1% | |
| DAR | Sell | DARLING INGREDIENTS INC | $649,000 | +12.5% | 8,073 | -3.0% | 0.10% | +21.2% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $647,000 | +27.6% | 3,016 | +27.4% | 0.10% | +36.6% |
| FRC | Buy | FIRST REP BK SAN FRANCISCO C | $649,000 | +12.7% | 4,003 | +43.5% | 0.10% | +21.2% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $648,000 | +58.4% | 6,544 | +37.7% | 0.10% | +70.2% |
| AIG | Buy | AMERICAN INTL GROUP INC | $638,000 | +101.9% | 10,167 | +83.1% | 0.10% | +115.9% |
| DOCU | Buy | DOCUSIGN INC | $606,000 | +47.8% | 5,671 | +110.9% | 0.09% | +59.6% |
| DHR | Sell | DANAHER CORPORATION | $610,000 | -29.9% | 2,079 | -21.4% | 0.09% | -24.8% |
| PAYX | Buy | PAYCHEX INC | $604,000 | +43.1% | 4,429 | +43.3% | 0.09% | +52.5% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $597,000 | -33.4% | 1,010 | -24.9% | 0.09% | -28.8% |
| BUR | BURFORD CAP LTD | $579,000 | -12.9% | 63,000 | 0.0% | 0.09% | -7.5% | |
| ACN | Sell | ACCENTURE PLC IRELAND | $577,000 | -35.2% | 1,712 | -20.3% | 0.09% | -30.6% |
| RVLV | Buy | REVOLVE GROUP INCcl a | $578,000 | +3.0% | 10,766 | +7.6% | 0.09% | +10.3% |
| IPOF | Sell | SOCIAL CAPITAL HEDOSOPHA HLD | $556,000 | -74.0% | 55,000 | -73.8% | 0.08% | -72.1% |
| FNCH | FINCH THERAPEUTICS GROUP INC | $556,000 | -49.5% | 110,559 | 0.0% | 0.08% | -45.8% | |
| ENTG | Buy | ENTEGRIS INC | $550,000 | +104.5% | 4,188 | +115.5% | 0.08% | +121.6% |
| XOM | Sell | EXXON MOBIL CORP | $551,000 | +5.2% | 6,674 | -22.0% | 0.08% | +12.3% |
| IAC | Buy | IAC INTERACTIVECORP NEW | $549,000 | -21.8% | 5,478 | +2.0% | 0.08% | -16.3% |
| TFC | Buy | TRUIST FINL CORP | $550,000 | +72.4% | 9,694 | +78.0% | 0.08% | +86.4% |
| SBAC | Buy | SBA COMMUNICATIONS CORP NEWcl a | $541,000 | +23.8% | 1,573 | +40.2% | 0.08% | +32.8% |
| CZR | Sell | CAESARS ENTERTAINMENT INC NE | $544,000 | -18.4% | 7,026 | -1.5% | 0.08% | -12.9% |
| EQC | Sell | EQUITY COMWLTH | $538,000 | +8.0% | 19,080 | -0.7% | 0.08% | +15.9% |
| CB | Buy | CHUBB LIMITED | $530,000 | +35.9% | 2,477 | +22.7% | 0.08% | +46.3% |
| LOW | Sell | LOWES COS INC | $530,000 | -22.6% | 2,622 | -1.1% | 0.08% | -16.8% |
| INTC | Sell | INTEL CORP | $527,000 | -17.4% | 10,751 | -13.2% | 0.08% | -11.2% |
| SRG | New | SERITAGE GROWTH PPTYScl a | $509,000 | – | 40,197 | +100.0% | 0.08% | – |
| JCI | Buy | JOHNSON CTLS INTL PLC | $506,000 | +2.4% | 7,714 | +27.0% | 0.08% | +10.1% |
| LIN | Buy | LINDE PLC | $499,000 | +23.5% | 1,561 | +33.8% | 0.08% | +33.9% |
| AMAT | Buy | APPLIED MATLS INC | $503,000 | +15.9% | 3,816 | +38.4% | 0.08% | +25.0% |
| APH | Buy | AMPHENOL CORP NEWcl a | $493,000 | +20.8% | 6,537 | +40.1% | 0.07% | +29.8% |
| IEMG | Buy | ISHARES INCcore msci emkt | $489,000 | +10.6% | 8,808 | +19.3% | 0.07% | +19.7% |
| CAT | Sell | CATERPILLAR INC | $485,000 | -4.3% | 2,178 | -11.3% | 0.07% | +1.4% |
| PH | Buy | PARKER-HANNIFIN CORP | $483,000 | +28.8% | 1,700 | +44.3% | 0.07% | +38.5% |
| UNP | Sell | UNION PAC CORP | $483,000 | -16.1% | 1,767 | -22.7% | 0.07% | -10.0% |
| QCOM | Buy | QUALCOMM INC | $476,000 | -15.8% | 3,116 | +0.8% | 0.07% | -10.1% |
| VLUE | Buy | ISHARES TRmsci usa value | $474,000 | +66.9% | 5,113 | +96.8% | 0.07% | +77.5% |
| PM | Buy | PHILIP MORRIS INTL INC | $478,000 | +20.1% | 5,091 | +21.4% | 0.07% | +29.1% |
| KO | Sell | COCA COLA CO | $465,000 | -29.8% | 7,500 | -32.9% | 0.07% | -25.0% |
| ZTS | Sell | ZOETIS INCcl a | $465,000 | -24.3% | 2,464 | -2.1% | 0.07% | -18.8% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $461,000 | -39.2% | 4,256 | -34.9% | 0.07% | -34.3% |
| TSCO | Buy | TRACTOR SUPPLY CO | $454,000 | +41.4% | 1,947 | +44.9% | 0.07% | +51.1% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $455,000 | -25.3% | 4,160 | -1.7% | 0.07% | -20.0% |
| HUM | Buy | HUMANA INC | $450,000 | +17.2% | 1,035 | +25.2% | 0.07% | +26.4% |
| HON | Sell | HONEYWELL INTL INC | $448,000 | -10.9% | 2,302 | -4.6% | 0.07% | -4.3% |
| VMC | Buy | VULCAN MATLS CO | $448,000 | +23.8% | 2,438 | +39.8% | 0.07% | +34.0% |
| PKI | Buy | PERKINELMER INC | $442,000 | +51.4% | 2,536 | +74.8% | 0.07% | +61.0% |
| J | Buy | JACOBS ENGR GROUP INC | $441,000 | +92.6% | 3,197 | +94.8% | 0.07% | +106.2% |
| ISRG | Sell | INTUITIVE SURGICAL INC | $434,000 | -18.6% | 1,440 | -2.9% | 0.06% | -12.2% |
| VWOB | VANGUARD WHITEHALL FDSemerg mkt bd etf | $419,000 | -10.1% | 6,000 | 0.0% | 0.06% | -3.1% | |
| GLDI | CREDIT SUISSE AG NASSAU BRH | $423,000 | +0.7% | 49,620 | 0.0% | 0.06% | +8.6% | |
| BKT | BLACKROCK INCOME TR INC | $424,000 | -9.2% | 82,700 | 0.0% | 0.06% | -3.1% | |
| GDXJ | VANECK ETF TRUSTjunior gold mine | $420,000 | +11.7% | 8,965 | 0.0% | 0.06% | +21.2% | |
| MCO | Buy | MOODYS CORP | $413,000 | -4.4% | 1,223 | +10.6% | 0.06% | +3.3% |
| ADM | Buy | ARCHER DANIELS MIDLAND CO | $414,000 | +71.1% | 4,590 | +27.9% | 0.06% | +82.4% |
| MMC | Buy | MARSH & MCLENNAN COS INC | $412,000 | +10.8% | 2,417 | +13.0% | 0.06% | +19.2% |
| SPGI | Buy | S&P GLOBAL INC | $412,000 | -7.2% | 1,004 | +6.8% | 0.06% | 0.0% |
| CRM | Sell | SALESFORCE COM INC | $410,000 | -45.7% | 1,929 | -35.1% | 0.06% | -41.9% |
| ANSS | Buy | ANSYS INC | $400,000 | +10.2% | 1,260 | +39.4% | 0.06% | +17.6% |
| VPL | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $400,000 | -5.2% | 5,407 | 0.0% | 0.06% | +1.7% | |
| CVS | Sell | CVS HEALTH CORP | $395,000 | -2.9% | 3,906 | -0.9% | 0.06% | +3.5% |
| DOW | New | DOW INC | $379,000 | – | 5,943 | +100.0% | 0.06% | – |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $381,000 | -13.6% | 7,587 | -10.6% | 0.06% | -6.6% |
| CEM | New | CLEARBRIDGE MLP AND MIDSTRM | $376,000 | – | 0 | +100.0% | 0.06% | – |
| TECH | Buy | BIO-TECHNE CORP | $372,000 | +31.4% | 860 | +57.2% | 0.06% | +43.6% |
| FTNT | Sell | FORTINET INC | $376,000 | -11.1% | 1,100 | -6.5% | 0.06% | -5.1% |
| DE | Buy | DEERE & CO | $378,000 | +30.3% | 910 | +7.4% | 0.06% | +40.0% |
| GPC | Buy | GENUINE PARTS CO | $366,000 | +48.8% | 2,908 | +65.9% | 0.06% | +61.8% |
| ILMN | Buy | ILLUMINA INC | $365,000 | +18.1% | 1,045 | +28.7% | 0.06% | +27.9% |
| TDG | Buy | TRANSDIGM GROUP INC | $361,000 | +39.9% | 554 | +36.8% | 0.05% | +50.0% |
| PPLT | Sell | ABRDN PLATINUM ETF TRUST | $364,000 | -87.4% | 3,970 | -87.6% | 0.05% | -86.5% |
| PLD | Sell | PROLOGIS INC. | $357,000 | -27.1% | 2,214 | -23.9% | 0.05% | -22.1% |
| SPG | Buy | SIMON PPTY GROUP INC NEW | $353,000 | -2.2% | 2,685 | +18.8% | 0.05% | +6.0% |
| NFLX | Sell | NETFLIX INC | $354,000 | -60.9% | 947 | -37.0% | 0.05% | -57.9% |
| HYFM | New | HYDROFARM HLDGS GROUP INC | $351,000 | – | 23,200 | +100.0% | 0.05% | – |
| VRSK | Buy | VERISK ANALYTICS INC | $347,000 | +25.7% | 1,618 | +34.3% | 0.05% | +36.8% |
| FCX | New | FREEPORT-MCMORAN INCcl b | $339,000 | – | 6,807 | +100.0% | 0.05% | – |
| GM | Buy | GENERAL MTRS CO | $343,000 | -9.5% | 7,837 | +21.1% | 0.05% | -3.8% |
| LYV | New | LIVE NATION ENTERTAINMENT IN | $340,000 | – | 2,886 | +100.0% | 0.05% | – |
| MCD | Sell | MCDONALDS CORP | $343,000 | -36.1% | 1,394 | -30.4% | 0.05% | -32.0% |
| MO | Buy | ALTRIA GROUP INC | $341,000 | +17.6% | 6,523 | +6.7% | 0.05% | +27.5% |
| FAST | Buy | FASTENAL CO | $335,000 | +33.5% | 5,633 | +43.8% | 0.05% | +42.9% |
| VYMI | VANGUARD WHITEHALL FDSintl high etf | $338,000 | +0.6% | 5,000 | 0.0% | 0.05% | +6.4% | |
| CHTR | Sell | CHARTER COMMUNICATIONS INC Ncl a | $328,000 | -26.8% | 601 | -12.5% | 0.05% | -21.0% |
| PSA | Buy | PUBLIC STORAGE | $331,000 | +22.6% | 847 | +17.6% | 0.05% | +28.9% |
| FNDE | SCHWAB STRATEGIC TRschwb fdt emk lg | $330,000 | -6.5% | 11,400 | 0.0% | 0.05% | 0.0% | |
| BLK | Sell | BLACKROCK INC | $331,000 | -35.4% | 433 | -22.5% | 0.05% | -31.0% |
| MNST | Buy | MONSTER BEVERAGE CORP NEW | $318,000 | +2.9% | 3,983 | +23.7% | 0.05% | +11.6% |
| SHW | Buy | SHERWIN WILLIAMS CO | $321,000 | -17.9% | 1,287 | +15.9% | 0.05% | -11.1% |
| HPQ | New | HP INC | $312,000 | – | 8,593 | +100.0% | 0.05% | – |
| BKNG | Sell | BOOKING HOLDINGS INC | $310,000 | -6.3% | 132 | -4.3% | 0.05% | 0.0% |
| AMT | Sell | AMERICAN TOWER CORP NEW | $310,000 | -39.1% | 1,241 | -28.7% | 0.05% | -35.2% |
| WELL | Buy | WELLTOWER INC | $307,000 | +17.2% | 3,194 | +4.5% | 0.05% | +27.8% |
| EWJ | ISHARES INCmsci jpn etf new | $308,000 | -8.1% | 5,000 | 0.0% | 0.05% | -2.1% | |
| DUK | Buy | DUKE ENERGY CORP NEW | $309,000 | +25.1% | 2,770 | +17.6% | 0.05% | +35.3% |
| NVS | New | NOVARTIS AGsponsored adr | $311,000 | – | 3,542 | +100.0% | 0.05% | – |
| ECL | Buy | ECOLAB INC | $306,000 | -3.2% | 1,735 | +28.9% | 0.05% | +4.5% |
| STE | New | STERIS PLC | $305,000 | – | 1,262 | +100.0% | 0.05% | – |
| KMB | Buy | KIMBERLY-CLARK CORP | $298,000 | -13.1% | 2,429 | +1.2% | 0.04% | -6.2% |
| COP | Sell | CONOCOPHILLIPS | $302,000 | -1.3% | 3,017 | -28.8% | 0.04% | +4.7% |
| WPM | Buy | WHEATON PRECIOUS METALS CORP | $302,000 | +11.0% | 6,340 | +0.1% | 0.04% | +18.4% |
| OUNZ | VANECK MERK GOLD TRgold trust | $294,000 | +6.1% | 15,600 | 0.0% | 0.04% | +12.8% | |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $286,000 | -12.8% | 3,918 | -25.4% | 0.04% | -6.5% |
| NEM | New | NEWMONT CORP | $287,000 | – | 3,612 | +100.0% | 0.04% | – |
| TRV | New | TRAVELERS COMPANIES INC | $291,000 | – | 1,594 | +100.0% | 0.04% | – |
| CBRE | Buy | CBRE GROUP INCcl a | $284,000 | +8.0% | 3,101 | +28.1% | 0.04% | +13.5% |
| TTC | New | TORO CO | $281,000 | – | 3,285 | +100.0% | 0.04% | – |
| REG | New | REGENCY CTRS CORP | $279,000 | – | 3,910 | +100.0% | 0.04% | – |
| WMS | New | ADVANCED DRAIN SYS INC DEL | $279,000 | – | 2,351 | +100.0% | 0.04% | – |
| ULTA | Sell | ULTA BEAUTY INC | $278,000 | -15.0% | 697 | -12.1% | 0.04% | -6.7% |
| CSGP | New | COSTAR GROUP INC | $274,000 | – | 4,121 | +100.0% | 0.04% | – |
| AXP | Sell | AMERICAN EXPRESS CO | $275,000 | -16.7% | 1,473 | -27.0% | 0.04% | -10.9% |
| CINF | Sell | CINCINNATI FINL CORP | $272,000 | +9.2% | 2,001 | -8.3% | 0.04% | +17.1% |
| NVR | Buy | NVR INC | $273,000 | +21.3% | 61 | +60.5% | 0.04% | +32.3% |
| KRBN | KRANESHARES TRglobal carb stra | $268,000 | -8.2% | 5,740 | 0.0% | 0.04% | -2.4% | |
| IEF | Sell | ISHARES TRbarclays 7 10 yr | $267,000 | -98.1% | 2,480 | -98.0% | 0.04% | -98.0% |
| AMGN | Sell | AMGEN INC | $271,000 | -22.3% | 1,120 | -27.7% | 0.04% | -18.4% |
| NXST | New | NEXSTAR MEDIA GROUP INCcl a | $269,000 | – | 1,425 | +100.0% | 0.04% | – |
| MMM | Sell | 3M CO | $268,000 | -35.7% | 1,834 | -21.8% | 0.04% | -31.0% |
| AON | Buy | AON PLC | $266,000 | +32.3% | 818 | +22.1% | 0.04% | +42.9% |
| BRKS | Buy | AZENTA INC | $258,000 | +22.9% | 3,113 | +52.6% | 0.04% | +34.5% |
| SYK | Sell | STRYKER CORPORATION | $253,000 | -19.2% | 945 | -19.4% | 0.04% | -13.6% |
| WIW | Sell | WESTERN AST INFL LKD OPP & I | $255,000 | -51.3% | 21,214 | -45.1% | 0.04% | -47.9% |
| HIG | New | HARTFORD FINL SVCS GROUP INC | $256,000 | – | 3,571 | +100.0% | 0.04% | – |
| DVN | Sell | DEVON ENERGY CORP NEW | $255,000 | -4.9% | 4,315 | -29.2% | 0.04% | +2.7% |
| DD | New | DUPONT DE NEMOURS INC | $254,000 | – | 3,453 | +100.0% | 0.04% | – |
| CARR | Buy | CARRIER GLOBAL CORPORATION | $248,000 | +15.9% | 5,431 | +37.9% | 0.04% | +23.3% |
| AZO | Buy | AUTOZONE INC | $251,000 | +13.1% | 123 | +16.0% | 0.04% | +19.4% |
| CTSH | New | COGNIZANT TECHNOLOGY SOLUTIOcl a | $247,000 | – | 2,759 | +100.0% | 0.04% | – |
| ANTM | Sell | ANTHEM INC | $251,000 | -19.8% | 510 | -24.6% | 0.04% | -15.9% |
| GD | New | GENERAL DYNAMICS CORP | $246,000 | – | 1,021 | +100.0% | 0.04% | – |
| EBTC | ENTERPRISE BANCORP INC MASS | $249,000 | -10.8% | 6,210 | 0.0% | 0.04% | -5.1% | |
| SCI | Buy | SERVICE CORP INTL | $246,000 | +18.3% | 3,742 | +27.7% | 0.04% | +27.6% |
| MKL | New | MARKEL CORP | $243,000 | – | 165 | +100.0% | 0.04% | – |
| SHV | New | ISHARES TRshort treas bd | $241,000 | – | 2,186 | +100.0% | 0.04% | – |
| PXD | New | PIONEER NAT RES CO | $240,000 | – | 959 | +100.0% | 0.04% | – |
| NOW | Sell | SERVICENOW INC | $238,000 | -43.6% | 427 | -34.3% | 0.04% | -39.0% |
| TMUS | Sell | T-MOBILE US INC | $240,000 | -22.8% | 1,872 | -30.2% | 0.04% | -16.3% |
| VEEV | Buy | VEEVA SYS INC | $241,000 | +3.9% | 1,132 | +24.5% | 0.04% | +12.5% |
| ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $236,000 | -22.6% | 1,783 | -19.9% | 0.04% | -16.7% |
| MORN | New | MORNINGSTAR INC | $235,000 | – | 862 | +100.0% | 0.04% | – |
| ORLY | Sell | OREILLY AUTOMOTIVE INC | $235,000 | -17.5% | 343 | -14.9% | 0.04% | -12.5% |
| CPRI | Sell | CAPRI HOLDINGS LIMITED | $227,000 | -22.3% | 4,425 | -1.7% | 0.03% | -17.1% |
| SIGI | New | SELECTIVE INS GROUP INC | $230,000 | – | 2,570 | +100.0% | 0.03% | – |
| EPD | New | ENTERPRISE PRODS PARTNERS L | $228,000 | – | 8,820 | +100.0% | 0.03% | – |
| WLKP | WESTLAKE CHEM PARTNERS LP | $227,000 | +0.4% | 8,400 | 0.0% | 0.03% | +9.7% | |
| Sell | GENERAL ELECTRIC CO | $225,000 | -24.5% | 2,454 | -22.3% | 0.03% | -17.1% | |
| OI | Sell | O-I GLASS INC | $219,000 | +7.4% | 16,610 | -1.9% | 0.03% | +17.9% |
| DG | Sell | DOLLAR GEN CORP NEW | $218,000 | -19.9% | 979 | -15.0% | 0.03% | -13.2% |
| USMV | ISHARES TRmsci usa min vol | $217,000 | -4.4% | 2,800 | 0.0% | 0.03% | 0.0% | |
| CSX | Sell | CSX CORP | $211,000 | -17.3% | 5,636 | -16.9% | 0.03% | -8.6% |
| STT | Sell | STATE STR CORP | $213,000 | -24.7% | 2,446 | -19.6% | 0.03% | -17.9% |
| XLE | New | SELECT SECTOR SPDR TRenergy | $214,000 | – | 2,800 | +100.0% | 0.03% | – |
| WSM | New | WILLIAMS SONOMA INC | $216,000 | – | 1,488 | +100.0% | 0.03% | – |
| AMN | New | AMN HEALTHCARE SVCS INC | $212,000 | – | 2,031 | +100.0% | 0.03% | – |
| AER | AERCAP HOLDINGS NV | $214,000 | -23.0% | 4,250 | 0.0% | 0.03% | -17.9% | |
| DMO | WESTERN ASSET MTG DEFINED OP | $208,000 | -11.9% | 15,542 | 0.0% | 0.03% | -6.1% | |
| T | Buy | AT&T INC | $209,000 | -1.4% | 8,971 | +4.3% | 0.03% | +6.9% |
| CCI | Sell | CROWN CASTLE INTL CORP NEW | $210,000 | -44.6% | 1,136 | -37.4% | 0.03% | -41.5% |
| VLO | New | VALERO ENERGY CORP | $206,000 | – | 2,033 | +100.0% | 0.03% | – |
| FXC | INVESCO CURRENCYSHARES CDN D | $205,000 | +1.0% | 2,620 | 0.0% | 0.03% | +10.7% | |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $209,000 | -12.6% | 937 | 0.0% | 0.03% | -6.1% | |
| VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $210,000 | -6.7% | 4,552 | 0.0% | 0.03% | 0.0% | |
| KMX | New | CARMAX INC | $205,000 | – | 2,126 | +100.0% | 0.03% | – |
| ROP | Sell | ROPER TECHNOLOGIES INC | $204,000 | -24.4% | 431 | -21.4% | 0.03% | -21.1% |
| ODFL | New | OLD DOMINION FREIGHT LINE IN | $201,000 | – | 674 | +100.0% | 0.03% | – |
| F | Sell | FORD MTR CO DEL | $185,000 | -39.1% | 11,064 | -24.3% | 0.03% | -33.3% |
| SOFI | SOFI TECHNOLOGIES INC | $122,000 | -40.5% | 12,949 | 0.0% | 0.02% | -37.9% | |
| UP | New | WHEELS UP EXPERIENCE INC | $44,000 | – | 14,000 | +100.0% | 0.01% | – |
| DIDI | New | DIDI GLOBAL INCsponsored ads | $33,000 | – | 13,274 | +100.0% | 0.01% | – |
| MJUS | Exit | ETF MANAGERS TRetfmg us alter | $0 | – | -18,269 | -100.0% | -0.02% | – |
| HBAN | Exit | HUNTINGTON BANCSHARES INC | $0 | – | -10,366 | -100.0% | -0.02% | – |
| REGN | Exit | REGENERON PHARMACEUTICALS | $0 | – | -318 | -100.0% | -0.03% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -1,495 | -100.0% | -0.03% | – |
| ALGN | Exit | ALIGN TECHNOLOGY INC | $0 | – | -310 | -100.0% | -0.03% | – |
| PNC | Exit | PNC FINL SVCS GROUP INC | $0 | – | -1,058 | -100.0% | -0.03% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -2,861 | -100.0% | -0.03% | – |
| FBCG | Exit | FIDELITY COVINGTON TRUSTblue chip grwth | $0 | – | -6,059 | -100.0% | -0.03% | – |
| EMR | Exit | EMERSON ELEC CO | $0 | – | -2,227 | -100.0% | -0.03% | – |
| SO | Exit | SOUTHERN CO | $0 | – | -3,032 | -100.0% | -0.03% | – |
| IDXX | Exit | IDEXX LABS INC | $0 | – | -312 | -100.0% | -0.03% | – |
| ITW | Exit | ILLINOIS TOOL WKS INC | $0 | – | -889 | -100.0% | -0.03% | – |
| MRVL | Exit | MARVELL TECHNOLOGY INC | $0 | – | -2,436 | -100.0% | -0.03% | – |
| APD | Exit | AIR PRODS & CHEMS INC | $0 | – | -704 | -100.0% | -0.03% | – |
| CDNS | Exit | CADENCE DESIGN SYSTEM INC | $0 | – | -1,177 | -100.0% | -0.03% | – |
| COPX | Exit | GLOBAL X FDSglobal x copper | $0 | – | -5,845 | -100.0% | -0.03% | – |
| PRU | Exit | PRUDENTIAL FINL INC | $0 | – | -2,003 | -100.0% | -0.03% | – |
| STPZ | Exit | PIMCO ETF TR1-5 us tip idx | $0 | – | -3,870 | -100.0% | -0.03% | – |
| BURL | Exit | BURLINGTON STORES INC | $0 | – | -771 | -100.0% | -0.03% | – |
| CME | Exit | CME GROUP INC | $0 | – | -999 | -100.0% | -0.03% | – |
| MDLZ | Exit | MONDELEZ INTL INCcl a | $0 | – | -3,572 | -100.0% | -0.03% | – |
| EW | Exit | EDWARDS LIFESCIENCES CORP | $0 | – | -1,839 | -100.0% | -0.03% | – |
| SNPS | Exit | SYNOPSYS INC | $0 | – | -634 | -100.0% | -0.03% | – |
| FISV | Exit | FISERV INC | $0 | – | -2,441 | -100.0% | -0.04% | – |
| TEAM | Exit | ATLASSIAN CORP PLCcl a | $0 | – | -653 | -100.0% | -0.04% | – |
| KLAC | Exit | KLA CORP | $0 | – | -585 | -100.0% | -0.04% | – |
| MRNA | Exit | MODERNA INC | $0 | – | -979 | -100.0% | -0.04% | – |
| CMG | Exit | CHIPOTLE MEXICAN GRILL INC | $0 | – | -142 | -100.0% | -0.04% | – |
| NSC | Exit | NORFOLK SOUTHN CORP | $0 | – | -866 | -100.0% | -0.04% | – |
| AWK | Exit | AMERICAN WTR WKS CO INC NEW | $0 | – | -1,356 | -100.0% | -0.04% | – |
| EQIX | Exit | EQUINIX INC | $0 | – | -304 | -100.0% | -0.04% | – |
| ETN | Exit | EATON CORP PLC | $0 | – | -1,555 | -100.0% | -0.04% | – |
| CI | Exit | CIGNA CORP NEW | $0 | – | -1,170 | -100.0% | -0.04% | – |
| IQV | Exit | IQVIA HLDGS INC | $0 | – | -951 | -100.0% | -0.04% | – |
| C | Exit | CITIGROUP INC | $0 | – | -4,488 | -100.0% | -0.04% | – |
| SBLK | Exit | STAR BULK CARRIERS CORP. | $0 | – | -12,000 | -100.0% | -0.04% | – |
| MU | Exit | MICRON TECHNOLOGY INC | $0 | – | -2,947 | -100.0% | -0.04% | – |
| EL | Exit | LAUDER ESTEE COS INCcl a | $0 | – | -797 | -100.0% | -0.04% | – |
| TJX | Exit | TJX COS INC NEW | $0 | – | -3,888 | -100.0% | -0.04% | – |
| SNOW | Exit | SNOWFLAKE INCcl a | $0 | – | -901 | -100.0% | -0.04% | – |
| BA | Exit | BOEING CO | $0 | – | -1,517 | -100.0% | -0.04% | – |
| GLBE | Exit | GLOBAL E ONLINE LTD | $0 | – | -4,800 | -100.0% | -0.04% | – |
| FIS | Exit | FIDELITY NATL INFORMATION SV | $0 | – | -3,018 | -100.0% | -0.05% | – |
| SPHB | Exit | INVESCO EXCH TRADED FD TR IIs&p 500 hb etf | $0 | – | -4,165 | -100.0% | -0.05% | – |
| EPAM | Exit | EPAM SYS INC | $0 | – | -513 | -100.0% | -0.05% | – |
| ITB | Exit | ISHARES TRus home cons etf | $0 | – | -7,670 | -100.0% | -0.09% | – |
| POLY | Exit | PLANTRONICS INC NEW | $0 | – | -25,080 | -100.0% | -0.10% | – |
| Exit | PROSHARES TRbitcoin strate | $0 | – | -26,500 | -100.0% | -0.11% | – | |
| DBA | Exit | INVESCO DB MULTI-SECTOR COMMagriculture fd | $0 | – | -41,000 | -100.0% | -0.11% | – |
| TAN | Exit | INVESCO EXCH TRADED FD TR IIsolar etf | $0 | – | -14,850 | -100.0% | -0.16% | – |
| CAF | Exit | MORGAN STANLEY CHINA A SH FD | $0 | – | -63,228 | -100.0% | -0.18% | – |
| AGZ | Exit | ISHARES TRagency bond etf | $0 | – | -11,312 | -100.0% | -0.18% | – |
| DBC | Exit | INVESCO DB COMMDY INDX TRCKunit | $0 | – | -81,400 | -100.0% | -0.24% | – |
| ATVI | Exit | ACTIVISION BLIZZARD INC | $0 | – | -29,857 | -100.0% | -0.28% | – |
| MUB | Exit | ISHARES TRnational mun etf | $0 | – | -17,330 | -100.0% | -0.28% | – |
| GSG | Exit | ISHARES S&P GSCI COMMODITY-unit ben int | $0 | – | -118,603 | -100.0% | -0.28% | – |
| SIVR | Exit | ABERDEEN STD SILVER ETF TR | $0 | – | -325,438 | -100.0% | -1.01% | – |
| SLV | Exit | ISHARES SILVER TRishares | $0 | – | -353,921 | -100.0% | -1.06% | – |
| IGSB | Exit | ISHARES TR | $0 | – | -256,846 | -100.0% | -1.93% | – |
| IWR | Exit | ISHARES TRrus mid cap etf | $0 | – | -272,200 | -100.0% | -3.14% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-13
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 TRUST | 32 | Q3 2023 | 9.0% |
| VANGUARD S&P 500 ETF | 32 | Q3 2023 | 8.0% |
| APPLE INC COM | 32 | Q3 2023 | 2.7% |
| MICROSOFT CORP COM | 32 | Q3 2023 | 2.4% |
| ALPHABET INC CAP STK CL C | 32 | Q3 2023 | 2.3% |
| AMAZON COM INC COM | 32 | Q3 2023 | 2.1% |
| VANGUARD WORLD FDS | 32 | Q3 2023 | 2.1% |
| VISA INC COM CL A | 32 | Q3 2023 | 1.1% |
| SPROTT PHYSICAL GOLD TRUST UNIT | 32 | Q3 2023 | 2.8% |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 32 | Q3 2023 | 1.1% |
View Proficio Capital Partners LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-08-14 |
| 13F-HR/A | 2023-04-21 |
| 13F-HR | 2023-04-19 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-10-11 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-11 |
View Proficio Capital Partners LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.