Proficio Capital Partners LLC

data from 30/09/2025

Capitalization

$ 3.899 B 142.50 %

Average holding period

11 ans

Performance

$ 1.662 B 129.40 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Proficio Capital Partners LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 CRWV COREWEAVE INC 62.66% 2.443 B $ 17851760 2025/03/31 -104.840 K $ -16.07 %
2025/09/30 IAU ISHARES GOLD TR 4.23% 164.943 M $ 2266638 2021/06/30 23.095 M $ 16.69 %
2025/09/30 VOO VANGUARD INDEX FDS 3.56% 138.913 M $ 226841 2018/09/30 10.047 M $ 7.81 %
2025/09/30 GLD SPDR GOLD TR 3.42% 133.380 M $ 375221 2020/09/30 119.246 M $ 108.31 %
2025/09/30 SHY ISHARES TR 2.22% 86.358 M $ 1040956 2021/06/30 8.234 K $ 0.12 %
2025/09/30 MINT PIMCO ETF TR 2.15% 83.668 M $ 830943 2024/12/31 114.417 K $ 0.15 %
2025/09/30 IWV ISHARES TR 1.49% 58.158 M $ 153477 2019/03/31 4.285 M $ 7.96 %
2025/09/30 PYLD PIMCO ETF TR 1.13% 44.142 M $ 1644636 2025/06/30 34.446 K $ 1.13 %
2025/09/30 IWR ISHARES TR 1.06% 41.206 M $ 426784 2024/09/30 38.013 K $ 4.98 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.99% 38.753 M $ 58172 2018/09/30 617.988 M $ 1 230.14 %
2025/09/30 AAAU GOLDMAN SACHS PHYSICAL GOLD 0.84% 32.558 M $ 854085 2020/12/31 3.722 M $ 16.65 %
2025/09/30 NVDA NVIDIA CORPORATION 0.74% 28.782 M $ 154262 2018/09/30 7.825 M $ 18.10 %
2025/09/30 IBIT ISHARES BITCOIN TRUST ETF 0.64% 24.804 M $ 381595 2024/03/31 14.854 M $ 53.21 %
2025/09/30 ISHG ISHARES TR 0.62% 24.349 M $ 319631 2025/06/30 -65.574 K $ -0.50 %
2025/09/30 AMLP ALPS ETF TR 0.62% 24.117 M $ 513892 2022/06/30 -6.506 M $ -27.16 %
2025/09/30 VTI VANGUARD INDEX FDS 0.50% 19.435 M $ 59222 2020/12/31 1.453 M $ 7.98 %
2025/09/30 RING ISHARES INC 0.49% 18.989 M $ 293455 2022/09/30 6.017 M $ 47.81 %
2025/09/30 SLV ISHARES SILVER TR 0.45% 17.674 M $ 417145 2024/06/30 3.499 M $ 29.14 %
2025/09/30 CQQQ INVESCO EXCH TRADED FD TR II 0.45% 17.583 M $ 297970 2025/03/31 1.374 M $ 33.36 %
2025/09/30 MSFT MICROSOFT CORP 0.45% 17.400 M $ 33594 2018/09/30 1.289 M $ 4.13 %
2025/09/30 AIQ GLOBAL X FDS 0.42% 16.370 M $ 331441 2023/09/30 2.527 M $ 13.05 %
2025/09/30 AAPL APPLE INC 0.38% 14.862 M $ 58366 2018/09/30 6.281 M $ 24.11 %
2025/09/30 NEAR ISHARES U S ETF TR 0.38% 14.717 M $ 286990 2025/06/30 49.674 K $ 0.35 %
2025/09/30 IVV ISHARES TR 0.36% 14.222 M $ 21250 2018/09/30 1.288 M $ 7.80 %
2025/09/30 GDX VANECK ETF TRUST 0.35% 13.830 M $ 181015 2018/09/30 4.153 M $ 46.75 %
2025/09/30 QQQ INVESCO QQQ TR 0.35% 13.718 M $ 22849 2021/09/30 98.877 M $ 645.88 %
2025/09/30 AIRR FIRST TR EXCHANGE TRADED FD 0.35% 13.554 M $ 140196 2025/09/30 0.000 $ 0.00 %
2025/09/30 GOOG ALPHABET INC 0.35% 13.479 M $ 55344 2018/09/30 5.004 M $ 37.30 %
2025/09/30 MTBA SIMPLIFY EXCHANGE TRADED FUN 0.31% 12.035 M $ 239024 2024/03/31 68.773 K $ 0.52 %
2025/09/30 AMZN AMAZON COM INC 0.30% 11.719 M $ 53371 2018/09/30 16.111 K $ 0.08 %
2025/09/30 VEA VANGUARD TAX-MANAGED FDS 0.25% 9.929 M $ 165703 2023/09/30 477.705 K $ 5.10 %
2025/09/30 XLU SELECT SECTOR SPDR TR 0.22% 8.425 M $ 96607 2024/12/31 48.980 M $ 260.08 %
2025/09/30 W WAYFAIR INC 0.21% 8.344 M $ 93404 2020/03/31 4.140 M $ 74.68 %
2025/09/30 WMT WALMART INC 0.20% 7.906 M $ 76714 2018/09/30 499.250 K $ 5.40 %
2025/09/30 FLOT ISHARES TR 0.20% 7.886 M $ 154362 2018/09/30 0.000 $ 0.00 %
2025/09/30 SHLD GLOBAL X FDS 0.19% 7.515 M $ 106992 2025/06/30 1.006 M $ 16.58 %
2025/09/30 BILS SPDR SERIES TRUST 0.18% 7.163 M $ 71972 2023/06/30 14.768 K $ 0.09 %
2025/09/30 LLY ELI LILLY & CO 0.18% 7.089 M $ 9291 2020/03/31 -277.803 K $ -2.12 %
2025/09/30 V VISA INC 0.17% 6.685 M $ 19581 2018/09/30 -376.881 K $ -3.85 %
2025/09/30 MBB ISHARES TR 0.17% 6.662 M $ 70011 2024/03/31 105.037 K $ 1.34 %
2025/09/30 ORCL ORACLE CORP 0.17% 6.537 M $ 23243 2020/03/31 1.790 M $ 28.64 %
2025/09/30 UBER UBER TECHNOLOGIES INC 0.17% 6.485 M $ 66189 2020/09/30 340.358 K $ 5.01 %
2025/09/30 BX BLACKSTONE INC 0.16% 6.414 M $ 37541 2019/06/30 1.132 M $ 14.22 %
2025/09/30 INFL LISTED FDS TR 0.15% 5.832 M $ 130490 2025/03/31 167.776 K $ 6.00 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.15% 5.831 M $ 11599 2018/09/30 314.063 K $ 3.49 %
2025/09/30 VGT VANGUARD WORLD FD 0.14% 5.520 M $ 7393 2018/09/30 128.703 M $ 1 737.93 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.14% 5.511 M $ 6920 2018/09/30 712.078 K $ 12.52 %
2025/09/30 AGG ISHARES TR 0.14% 5.278 M $ 52647 2024/03/31 55.295 K $ 1.06 %
2025/09/30 T AT&T INC 0.13% 5.104 M $ 180742 2018/09/30 -143.826 K $ -2.42 %
2025/09/30 BXSL BLACKSTONE SECD LENDING FD 0.13% 5.004 M $ 191948 2021/12/31 -682.629 K $ -15.22 %
2025/09/30 TUA SIMPLIFY EXCHANGE TRADED FUN 0.13% 4.926 M $ 225250 2025/09/30 0.000 $ 0.00 %
2025/09/30 GLP GLOBAL PARTNERS LP 0.12% 4.800 M $ 100000 2019/12/31 -485.075 K $ -8.97 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.12% 4.766 M $ 108432 2018/09/30 81.306 K $ 1.57 %
2025/09/30 GOOGL ALPHABET INC 0.12% 4.560 M $ 18758 2018/09/30 2.825 M $ 37.94 %
2025/09/30 SGOL ETFS GOLD TR 0.11% 4.433 M $ 120423 2019/09/30 634.629 K $ 16.71 %
2025/09/30 LRCX LAM RESEARCH CORP 0.11% 4.331 M $ 32342 2024/12/31 1.354 M $ 37.56 %
2025/09/30 SHV ISHARES TR 0.11% 4.247 M $ 38434 2022/03/31 6.245 K $ 0.06 %
2025/09/30 KKR KKR & CO INC 0.10% 4.087 M $ 31453 2018/09/30 -102.197 K $ -2.32 %
2025/09/30 GBTC GRAYSCALE BITCOIN TRUST ETF 0.10% 3.988 M $ 44427 2024/03/31 219.469 K $ 5.82 %
2025/09/30 TSLA TESLA INC 0.09% 3.622 M $ 8144 2020/06/30 1.577 M $ 40.00 %
2025/09/30 VPU VANGUARD WORLD FD 0.09% 3.590 M $ 18955 2023/12/31 246.144 K $ 7.31 %
2025/09/30 DJP BARCLAYS BANK PLC 0.09% 3.564 M $ 100575 2025/06/30 146.839 K $ 4.30 %
2025/09/30 ITB ISHARES TR 0.09% 3.406 M $ 31755 2025/09/30 0.000 $ 0.00 %
2025/09/30 IGRO ISHARES TR 0.08% 3.275 M $ 41110 2025/06/30 90.435 K $ 0.99 %
2025/09/30 META META PLATFORMS INC 0.08% 3.044 M $ 4145 2018/09/30 -48.100 K $ -0.50 %
2025/09/30 ADI ANALOG DEVICES INC 0.08% 2.998 M $ 12203 2021/09/30 104.501 K $ 3.23 %
2025/09/30 FLUT FLUTTER ENTMT PLC 0.07% 2.707 M $ 10658 2024/06/30 -338.371 K $ -11.11 %
2025/09/30 HD HOME DEPOT INC 0.06% 2.526 M $ 6235 2018/09/30 463.062 K $ 10.51 %
2025/09/30 TMUS T-MOBILE US INC 0.06% 2.486 M $ 10386 2020/03/31 31.168 K $ 0.47 %
2025/09/30 HHH HOWARD HUGHES HOLDINGS INC 0.06% 2.209 M $ 26883 2024/06/30 318.309 K $ 21.73 %
2025/09/30 AVGO BROADCOM INC 0.06% 2.157 M $ 6538 2020/06/30 1.185 M $ 19.68 %
2025/09/30 BITB BITWISE BITCOIN ETF TR 0.05% 2.126 M $ 34167 2024/03/31 121.594 K $ 6.20 %
2025/09/30 XYLD GLOBAL X FDS 0.05% 2.033 M $ 51780 2024/03/31 2.672 M $ 14.93 %
2025/09/30 XLRE SELECT SECTOR SPDR TR 0.05% 1.960 M $ 46530 2025/03/31 27.498 K $ 1.71 %
2025/09/30 SIVR ABRDN SILVER ETF TRUST 0.05% 1.841 M $ 41385 2025/06/30 447.309 K $ 29.26 %
2025/09/30 CVX CHEVRON CORP NEW 0.05% 1.811 M $ 11663 2018/09/30 184.863 K $ 8.45 %
2025/09/30 ABNB AIRBNB INC 0.05% 1.768 M $ 14558 2021/06/30 -130.679 K $ -8.25 %
2025/09/30 TFPM.TO TRIPLE FLAG PRECIOUS METAL 0.04% 1.706 M $ 58300 2025/03/31 492.635 K $ 35.67 %
2025/09/30 HODL VANECK BITCOIN ETF 0.04% 1.704 M $ 52650 2025/09/30 0.000 $ 0.00 %
2025/09/30 BNT BROOKFIELD WEALTH SOL LTD 0.04% 1.625 M $ 23726 2024/09/30 -382.463 K $ -26.09 %
2025/09/30 CEFS EXCHANGE LISTED FDS TR 0.04% 1.616 M $ 70976 2023/06/30 37.617 K $ 2.38 %
2025/09/30 VIG VANGUARD SPECIALIZED FUNDS 0.04% 1.592 M $ 7377 2023/06/30 124.010 K $ 5.43 %
2025/09/30 CTA SIMPLIFY EXCHANGE TRADED FUN 0.04% 1.531 M $ 54720 2024/12/31 54.076 K $ 4.60 %
2025/09/30 ITAN EA SERIES TRUST 0.04% 1.504 M $ 43335 2021/09/30 104.870 K $ 7.49 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.04% 1.476 M $ 4680 2018/09/30 700.932 K $ 8.80 %
2025/09/30 DIS DISNEY WALT CO 0.04% 1.416 M $ 12368 2018/09/30 -170.400 K $ -7.67 %
2025/09/30 URBN URBAN OUTFITTERS INC 0.04% 1.404 M $ 19652 2023/03/31 -21.934 K $ -1.53 %
2025/09/30 NKE NIKE INC 0.04% 1.389 M $ 19919 2018/09/30 -28.246 K $ -1.84 %
2025/09/30 SPTM SPDR SERIES TRUST 0.03% 1.349 M $ 16726 2019/03/31 96.341 K $ 7.69 %
2025/09/30 BTC GRAYSCALE BITCOIN MINI TR ET 0.03% 1.307 M $ 25815 2024/12/31 74.347 K $ 6.03 %
2025/09/30 PHYS SPROTT ASSET MANAGEMENT LP 0.03% 1.277 M $ 43100 2018/09/30 184.036 K $ 16.84 %
2025/09/30 ICSH ISHARES TR 0.03% 1.182 M $ 23284 2023/09/30 851.000 $ 0.08 %
2025/09/30 TOL TOLL BROTHERS INC 0.03% 1.158 M $ 8381 2024/12/31 150.998 K $ 21.04 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.03% 1.147 M $ 1240 2018/09/30 -211.644 K $ -6.50 %
2025/09/30 SILJ AMPLIFY ETF TR 0.03% 1.131 M $ 49000 2024/12/31 406.209 K $ 56.01 %
2025/09/30 BSCQ INVESCO EXCH TRD SLF IDX FD 0.03% 1.069 M $ 54655 2024/03/31 2.163 K $ 0.20 %
2025/09/30 ESPO VANECK ETF TRUST 0.03% 1.045 M $ 8621 2025/09/30 0.000 $ 0.00 %
2025/09/30 VB VANGUARD INDEX FDS 0.03% 1.032 M $ 4057 2023/03/31 89.925 K $ 7.30 %
2025/09/30 BUR BURFORD CAP LTD 0.03% 988.255 K $ 82630 2021/09/30 -190.117 K $ -16.13 %
2025/09/30 MLM MARTIN MARIETTA MATLS INC 0.03% 981.346 K $ 1557 2021/03/31 150.604 K $ 14.81 %