FIRETHORN WEALTH PARTNERS, LLC

data from 31/12/2025

Capitalization

$ 267.299 B 5.30 %

Average holding period

1 ans

Performance

$ 248.150 B 118.28 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in FIRETHORN WEALTH PARTNERS, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/12/31 JANUS DETROIT STR TR 8.64% 23.086 B $ 456434 2025/09/30 16.241 B $ 99.51 %
2025/12/31 DIMENSIONAL ETF TRUST 6.01% 16.064 B $ 405767 2025/09/30 16.030 B $ 102.54 %
2025/12/31 DIMENSIONAL ETF TRUST 3.89% 10.409 B $ 222413 2025/09/30 11.269 B $ 102.17 %
2025/12/31 BLACKROCK ETF TRUST 3.21% 8.577 B $ 141040 2025/09/30 8.670 B $ 102.62 %
2025/12/31 APPLE INC 2.90% 7.748 B $ 28501 2025/09/30 7.803 B $ 106.67 %
2025/12/31 ISHARES TR 2.82% 7.544 B $ 61207 2025/09/30 7.872 B $ 102.00 %
2025/12/31 ISHARES TR 2.81% 7.514 B $ 35433 2025/09/30 6.244 B $ 102.59 %
2025/12/31 IVV ISHARES TR 2.60% 6.959 B $ 10160 2025/09/30 163.219 K $ 0.00 %
2025/12/31 SPDR SERIES TRUST 2.60% 6.944 B $ 86556 2025/09/30 7.350 B $ 102.30 %
2025/12/31 ISHARES TR 2.20% 5.873 B $ 82248 2025/09/30 6.472 B $ 105.18 %
2025/12/31 ISHARES TR 2.05% 5.489 B $ 27636 2025/09/30 7.995 B $ 102.02 %
2025/12/31 ISHARES INC 2.02% 5.412 B $ 80511 2025/09/30 5.345 B $ 101.87 %
2025/12/31 MICROSOFT CORP 1.71% 4.565 B $ 9439 2025/09/30 4.592 B $ 93.26 %
2025/12/31 AMAZON COM INC 1.53% 4.084 B $ 17695 2025/09/30 3.784 B $ 105.02 %
2025/12/31 ALPHABET INC 1.53% 4.084 B $ 13049 2025/09/30 4.244 B $ 128.65 %
2025/12/31 ISHARES TR 1.40% 3.750 B $ 10935 2025/09/30 3.827 B $ 102.94 %
2025/12/31 PALMER SQUARE FUNDS TRUST 1.34% 3.587 B $ 176078 2025/09/30 3.176 B $ 100.25 %
2025/12/31 INVESCO EXCHANGE TRADED FD T 1.26% 3.372 B $ 56887 2025/09/30 3.436 B $ 102.96 %
2025/12/31 BERKSHIRE HATHAWAY INC DEL 1.23% 3.287 B $ 6539 2025/09/30 3.389 B $ 99.88 %
2025/12/31 BLACKROCK ETF TRUST 1.21% 3.221 B $ 83541 2025/09/30 3.278 B $ 101.75 %
2025/12/31 J P MORGAN EXCHANGE TRADED F 1.17% 3.126 B $ 25349 2025/09/30 3.134 B $ 102.10 %
2025/12/31 DIMENSIONAL ETF TRUST 1.14% 3.050 B $ 80030 2025/09/30 2.837 B $ 104.74 %
2025/12/31 ISHARES TR 1.09% 2.910 B $ 62526 2025/09/30 3.205 B $ 99.54 %
2025/12/31 SOFI TECHNOLOGIES INC 1.07% 2.854 B $ 109026 2025/09/30 2.966 B $ 98.99 %
2025/12/31 DIMENSIONAL ETF TRUST 1.02% 2.730 B $ 79235 2025/09/30 2.869 B $ 104.99 %
2025/12/31 JANUS DETROIT STR TR 0.97% 2.590 B $ 54293 2025/09/30 1.712 B $ 98.93 %
2025/12/31 DIMENSIONAL ETF TRUST 0.82% 2.200 B $ 57849 2025/09/30 2.222 B $ 100.59 %
2025/12/31 DIMENSIONAL ETF TRUST 0.76% 2.027 B $ 61626 2025/09/30 2.029 B $ 103.20 %
2025/12/31 BLACKROCK ETF TRUST 0.76% 2.023 B $ 60750 2025/09/30 1.910 B $ 97.38 %
2025/12/31 NVIDIA CORPORATION 0.76% 2.019 B $ 10827 2025/09/30 1.879 B $ 99.85 %
2025/12/31 SCHWAB STRATEGIC TR 0.74% 1.989 B $ 85116 2025/09/30 2.171 B $ 99.47 %
2025/12/31 DIMENSIONAL ETF TRUST 0.72% 1.915 B $ 35417 2025/09/30 1.890 B $ 97.20 %
2025/12/31 INVESCO EXCHANGE TRADED FD T 0.67% 1.798 B $ 14149 2025/12/31 0.000 $ 0.00 %
2025/12/31 DIMENSIONAL ETF TRUST 0.63% 1.682 B $ 51378 2025/09/30 1.751 B $ 104.20 %
2025/12/31 INVESCO EXCH TRADED FD TR II 0.61% 1.637 B $ 13718 2025/09/30 1.165 B $ 98.46 %
2025/12/31 INVESCO EXCH TRADED FD TR II 0.59% 1.590 B $ 13885 2025/12/31 0.000 $ 0.00 %
2025/12/31 VICTORY PORTFOLIOS II 0.59% 1.576 B $ 33157 2025/09/30 1.618 B $ 102.72 %
2025/12/31 ALPHABET INC 0.58% 1.545 B $ 4923 2025/09/30 1.485 B $ 128.74 %
2025/12/31 CSX CORP 0.54% 1.438 B $ 39675 2025/09/30 1.430 B $ 101.98 %
2025/12/31 TESLA INC 0.53% 1.410 B $ 3134 2025/09/30 1.085 B $ 101.02 %
2025/12/31 DIMENSIONAL ETF TRUST 0.52% 1.398 B $ 29153 2025/09/30 1.622 B $ 99.40 %
2025/12/31 CATERPILLAR INC 0.52% 1.395 B $ 2436 2025/09/30 1.402 B $ 119.93 %
2025/12/31 SCHWAB STRATEGIC TR 0.52% 1.382 B $ 52699 2025/09/30 1.431 B $ 101.92 %
2025/12/31 BROADCOM INC 0.50% 1.333 B $ 3852 2025/09/30 1.353 B $ 104.81 %
2025/12/31 BLACKROCK ETF TRUST II 0.50% 1.330 B $ 25208 2025/09/30 1.388 B $ 99.02 %
2025/12/31 AMERICAN CENTY ETF TR 0.49% 1.310 B $ 17011 2025/09/30 651.261 M $ 102.44 %
2025/12/31 WALMART INC 0.47% 1.259 B $ 11301 2025/09/30 1.277 B $ 108.00 %
2025/12/31 SPDR SERIES TRUST 0.46% 1.240 B $ 10167 2025/09/30 1.231 B $ 121.59 %
2025/12/31 ISHARES TR 0.45% 1.208 B $ 12684 2025/09/30 1.283 B $ 99.97 %
2025/12/31 SOUTHERN CO 0.45% 1.204 B $ 13811 2025/09/30 1.148 B $ 91.92 %
2025/12/31 ISHARES GOLD TR 0.45% 1.194 B $ 14707 2025/09/30 1.048 B $ 111.44 %
2025/12/31 ISHARES TR 0.44% 1.182 B $ 11626 2025/09/30 1.238 B $ 98.63 %
2025/12/31 ISHARES TR 0.43% 1.157 B $ 23130 2025/09/30 1.277 B $ 97.52 %
2025/12/31 JOHNSON & JOHNSON 0.43% 1.154 B $ 5575 2025/09/30 1.148 B $ 111.50 %
2025/12/31 JPM JPMORGAN CHASE & CO. 0.43% 1.142 B $ 3545 2025/09/30 23.289 K $ 0.00 %
2025/12/31 DIMENSIONAL ETF TRUST 0.41% 1.099 B $ 33738 2025/09/30 1.186 B $ 103.20 %
2025/12/31 ISHARES TR 0.41% 1.098 B $ 7372 2025/09/30 1.099 B $ 102.22 %
2025/12/31 ISHARES TR 0.41% 1.096 B $ 4378 2025/09/30 937.873 M $ 97.50 %
2025/12/31 ISHARES TR 0.40% 1.081 B $ 5413 2025/09/30 1.210 B $ 101.85 %
2025/12/31 AFLAC INC 0.39% 1.049 B $ 9511 2025/09/30 1.100 B $ 98.61 %
2025/12/31 INVESCO EXCH TRD SLF IDX FD 0.39% 1.034 B $ 34703 2025/09/30 309.261 M $ 107.53 %
2025/12/31 BONDBLOXX ETF TRUST 0.38% 1.028 B $ 22237 2025/09/30 1.240 B $ 99.02 %
2025/12/31 META PLATFORMS INC 0.38% 1.020 B $ 1545 2025/09/30 1.216 B $ 89.76 %
2025/12/31 VANGUARD MUN BD FDS 0.38% 1.005 B $ 19977 2025/09/30 1.014 B $ 100.34 %
2025/12/31 ISHARES TR 0.38% 1.004 B $ 2688 2025/09/30 1.015 B $ 102.07 %
2025/12/31 ISHARES TR 0.37% 997.740 M $ 26222 2025/09/30 1.012 B $ 107.14 %
2025/12/31 DIMENSIONAL ETF TRUST 0.37% 993.263 M $ 30026 2025/09/30 1.021 B $ 103.05 %
2025/12/31 ISHARES TR 0.37% 992.498 M $ 8712 2025/09/30 1.438 B $ 99.94 %
2025/12/31 STOCK YDS BANCORP INC 0.36% 967.592 M $ 14897 2025/09/30 957.401 M $ 92.70 %
2025/12/31 BANK AMERICA CORP 0.36% 967.382 M $ 17589 2025/09/30 969.222 M $ 106.51 %
2025/12/31 DIMENSIONAL ETF TRUST 0.36% 961.743 M $ 13062 2025/09/30 1.022 B $ 102.25 %
2025/12/31 GLOBAL X FDS 0.34% 918.674 M $ 14179 2025/09/30 813.348 M $ 92.14 %
2025/12/31 J P MORGAN EXCHANGE TRADED F 0.34% 905.488 M $ 12093 2025/09/30 885.524 M $ 101.72 %
2025/12/31 RTX CORPORATION 0.32% 844.742 M $ 4606 2025/09/30 828.580 M $ 109.50 %
2025/12/31 DIMENSIONAL ETF TRUST 0.31% 835.901 M $ 19641 2025/09/30 1.176 B $ 99.43 %
2025/12/31 STARBOARD INVT TR 0.31% 826.176 M $ 28928 2025/09/30 595.544 M $ 92.94 %
2025/12/31 KKR & CO INC 0.31% 823.533 M $ 6460 2025/09/30 769.333 M $ 97.99 %
2025/12/31 EDISON INTL 0.30% 800.306 M $ 13334 2025/09/30 695.110 M $ 108.47 %
2025/12/31 DIMENSIONAL ETF TRUST 0.29% 785.846 M $ 20680 2025/09/30 827.780 M $ 106.38 %
2025/12/31 DIMENSIONAL ETF TRUST 0.29% 773.646 M $ 14264 2025/09/30 734.927 M $ 97.71 %
2025/12/31 ISHARES TR 0.27% 730.120 M $ 7310 2025/09/30 779.277 M $ 99.53 %
2025/12/31 DIMENSIONAL ETF TRUST 0.27% 718.311 M $ 22685 2025/09/30 738.753 M $ 104.08 %
2025/12/31 DIMENSIONAL ETF TRUST 0.25% 675.413 M $ 25564 2025/09/30 684.823 M $ 96.64 %
2025/12/31 UBER TECHNOLOGIES INC 0.25% 669.859 M $ 8198 2025/09/30 849.337 M $ 83.30 %
2025/12/31 EXXON MOBIL CORP 0.25% 668.544 M $ 5555 2025/09/30 645.433 M $ 106.64 %
2025/12/31 J P MORGAN EXCHANGE TRADED F 0.25% 656.846 M $ 7078 2025/09/30 651.362 M $ 98.89 %
2025/12/31 WORLD GOLD TR 0.24% 654.020 M $ 7661 2025/09/30 726.275 M $ 111.57 %
2025/12/31 CHUBB LIMITED 0.24% 650.121 M $ 2083 2025/09/30 583.426 M $ 110.48 %
2025/12/31 PROCTER AND GAMBLE CO 0.24% 647.912 M $ 4521 2025/09/30 662.965 M $ 93.18 %
2025/12/31 HONEYWELL INTL INC 0.24% 644.727 M $ 3305 2025/09/30 588.884 M $ 92.56 %
2025/12/31 ABBVIE INC 0.24% 629.626 M $ 2756 2025/09/30 638.345 M $ 98.57 %
2025/12/31 HOME DEPOT INC 0.24% 628.488 M $ 1826 2025/09/30 650.438 M $ 84.83 %
2025/12/31 INVESCO MORTGAGE CAPITAL INC 0.23% 612.314 M $ 72808 2025/09/30 538.788 M $ 111.14 %
2025/12/31 AGNC INVT CORP 0.22% 598.004 M $ 55784 2025/09/30 824.203 M $ 109.40 %
2025/12/31 LOWES COS INC 0.22% 594.742 M $ 2466 2025/09/30 516.544 M $ 95.88 %
2025/12/31 ISHARES TR 0.22% 591.636 M $ 5524 2025/09/30 563.122 M $ 100.48 %
2025/12/31 DIMENSIONAL ETF TRUST 0.22% 587.762 M $ 14144 2025/09/30 591.067 M $ 98.30 %
2025/12/31 VANGUARD INDEX FDS 0.21% 571.958 M $ 1706 2025/09/30 517.809 M $ 102.06 %
2025/12/31 GLOBAL X FDS 0.21% 562.676 M $ 6843 2025/09/30 562.532 M $ 101.34 %
2025/12/31 J P MORGAN EXCHANGE TRADED F 0.20% 546.743 M $ 7623 2025/09/30 562.268 M $ 103.90 %