Proficio-Capital-Partners
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, null, "ALAB", null, "SPSC", "GRAB", "NVR", "GDX", null, "BNT", null, "MU", null, "ACN", null, "MMM", "ABNB", "ABT", "ABBV", "ADBE", "APD", "ALL", "GOOGL", "BOOT", null, "ALNY", "VDE", "RUSHA", "AXP", "AIG", "T", "BLK", null, "CAT", "AVGO", "APP", "LOW", "BRO", null, "BSX", "HHH", "IAC", null, "CCI", "COF", null, "DUK", "DT", "NNI", "RGS", "EOG", null, null, "URBN", null, null, null, null, null, "GD", "GILD", "HLT", "HON", "BITB", "HD", "AZN", null, "CLAR", "MCD", "INTU", "FNV", null, "UNP", "QCOM", null, "ISRG", null, "GLP", null, "HEI-A", "HWM", "ITW", "AMAT", null, "EMR", "BKNG", "ICE", "META", null, null, null, "SNDA", null, "SUP", "STEM", "TBI", null, null, null, "SRG", "LRCX", "LIN", null, null, "MPC", "MMC", "MRVL", null, "MA", "MDT", null, "MSFT", "MDLZ", "CORZ", "MS", "TMUS", "EQIX", "GE", "GPC", null, "NI", "HIG", "NVS", null, "ODFL", "ORLY", "PCAR", "BX", "AMP", "FAST", "ANSS", "ANET", "KKR", "KLAC", "KR", "ORCL", "NOC", "OKE", "DASH", "PAYX", null, null, "REG", null, null, "PANW", "PEP", "PGR", "IEMG", null, null, "IVV", null, null, "UNH", "AAPL", "SPY", "BXSL", null, "ECL", "NVDA", "GS", "PLTR", "PRU", "PFE", "LMT", "PG", "MRK", "VZ", null, null, "AMGN", "MSTR", "REGN", "SPGI", null, "NOW", "SHW", "SLB", "SPG", "ROP", "RTX", "GLD", null, null, null, "AMT", "IBM", "SYK", "SBUX", "SNPS", "CI", "TXN", "TGT", "TMO", "TJX", "TDG", "TFPM.TO", "TRV", "UBER", "UL", "UNM", "UPS", "UHAL-B", "RCL", "SCHW", "MNST", "FDMT", "NOA", null, "AB", "VWO", null, "IWV", "SBAC", "VIG", null, null, "TRGP", null, "TSCO", null, null, "GL", "TSM", "RMD", null, "DD", "VRTX", "TT", "VRSK", "BWMX", "MEDP", "AON", "GM", "UAA", null, "AFL", "APH", "AMD", "FI", "F", "GNRC", "AJG", "WM", "FTNT", "IWR", "WCN", "SGOL", null, null, "DHI", "AMZN", "MSI", "SCHB", "HCA", "SIRI", null, null, "AMTM", null, "VEU", "VPL", "VGT", "VLO", "VEA", "VYMI", null, "VBR", "VB", "VOO", null, "VTV", "VRSN", "V", "W", "WMT", null, "WFC", "WELL", "WSM", "WPM", "WTW", "WMB", "NXST", "FOXA", null, "SCHD", "ET", null, null, "EXLS", "NSC", "NOK", "JCI", null, "SO", "OTIS", "ONL", "PSX", "CRM", "SCI", null, "SPOT", "GEV", "MCK", null, "KMB", "ADP", "AZO", "BAC", "BRK-B", "BA", "BMY", "BLDR", "BAM.TO", "BUR", "CDNS", "CARR", "CBRE", "CDW", "CVX", "LNG", "CB", "CMG", "CHD", "CTAS", "CSCO", "C", "CME", "COKE", "KO", "COIN", "FIX", "CMCSA", "COP", "CEG", "CPRT", "COST", "CTVA", "CSGP", "CRWD", "CVS", "CSX", "DHR", "DE", "FANG", "DFS", "DLR", "RSP", "EWJ", null, "J", "ADI", "MCO", "VMC", "VOD", "USMV", "IWB", "NEE", "NKE", "MAR", "QQQ", "IWM", "EPD", "MDY", "DIS", "ELV", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "PLD", "NFLX", "PM", "PH", null, "JAKK", "APO", "MO", "MLM", "ITOT", "VTI", "JPM", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-06
- Total Holdings
- 389
- Total Value
- 1293892047
- Accession Number
- 0001214659-25-007000
- Form Type
- 13F-HR
- Manager Name
- Proficio-Capital-Partners
Data Enrichment
79% identified309 identified80 unidentified
Holdings
389 positions
Manager:
Search and click to pin securities to the top
Page 19 of 20
46138G870
Shares:8.6K
Value:$208.8K
94419LAM3
Shares:200.0K
Value:$194.5K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Phillips 66(PSXcusip718546104) | 1.7K | QoQ NEW(+1.7K) YoY NEW(+1.7K) | All Managers (Combined) | $210.9K | QoQ NEW(+$210.9K) YoY NEW(+$210.9K) |
1.3K | QoQ +2.89% (+37) | All Managers (Combined) | $210.4K | ||
1.9K | QoQ -0.61% (-12)YoY NEW(+1.9K) | All Managers (Combined) | $209.3K | YoY NEW(+$209.3K) | |
(cusip46138G870)✕ | 8.6K | QoQ -4.59% (-415)YoY 0.00% (+0) | All Managers (Combined) | $208.8K | |
3.4K | All Managers (Combined) | $208.5K | |||
3.5K | All Managers (Combined) | $207.4K | |||
327 | QoQ +6.16% (-19)YoY +7.56% (-23) | All Managers (Combined) | $207.4K | ||
Unum Group(UNMcusip91529Y106) | 2.5K | QoQ NEW(+2.5K) YoY NEW(+2.5K) | All Managers (Combined) | $207.3K | QoQ NEW(+$207.3K) YoY NEW(+$207.3K) |
PACCAR INC(PCARcusip693718108) | 2.1K | QoQ +3.24% (-67) | All Managers (Combined) | $207.3K | |
1.9K | QoQ +8.18% (-142)YoY -0.37% (-7) | All Managers (Combined) | $206.5K | ||
GENUINE PARTS CO(GPCcusip372460105) | 1.7K | QoQ NEW(+1.7K) | All Managers (Combined) | $206.2K | QoQ NEW(+$206.2K) |
1.8K | YoY +3.37% (-60) | All Managers (Combined) | $205.3K | ||
1.4K | QoQ NEW(+1.4K) YoY NEW(+1.4K) | All Managers (Combined) | $204.2K | QoQ NEW(+$204.2K) YoY NEW(+$204.2K) | |
1.4K | YoY NEW(+1.4K) | All Managers (Combined) | $203.6K | YoY NEW(+$203.6K) | |
8.2K | QoQ 0.00% (-0)YoY NEW(+8.2K) | All Managers (Combined) | $202.7K | YoY NEW(+$202.7K) | |
1.8K | QoQ NEW(+1.8K) YoY NEW(+1.8K) | All Managers (Combined) | $202.3K | QoQ NEW(+$202.3K) YoY NEW(+$202.3K) | |
698 | YoY NEW(+698) | All Managers (Combined) | $201.2K | YoY NEW(+$201.2K) | |
12.4K | QoQ 0.00% (-0)YoY NEW(+12.4K) | All Managers (Combined) | $199.1K | YoY NEW(+$199.1K) | |
(cusip94419LAM3)✕ | 200.0K | All Managers (Combined) | $194.5K | ||
10.1K | QoQ 0.00% (-0) | All Managers (Combined) | $187.5K |