Proficio Capital Partners LLC

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Newton, MA
CIK
0001654175
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 320 952,465 IAU, IWV, BILS, GLD 13F-HR 7/25/2024 000121465924012972
Q1 2024 324 908,429 IAU, IWV, GLD, VOO 13F-HR 5/2/2024 000121465924008134
Q4 2023 302 808,910 IAU, VOO, SPDR SER TR, IWV 13F-HR 2/13/2024 000121465924002422
Q3 2023 295 750,220 IAU, SPDR SER TR, VOO, IWV 13F-HR 10/18/2023 000121465923013572
Q2 2023 290 735,004 IAU, SPDR SER TR, IWV, VOO 13F-HR 8/14/2023 000121465923011175
Q1 2023 283 630,115 IAU, GLD, IWV, VTI RESTATEMENT 4/21/2023 000121465923005751
Q4 2022 282 528,246 IAU, GLD, SPY, IWV 13F-HR 1/30/2023 000121465923001254
Q3 2022 258 542,956 IAU, GLD, IWV, SPY 13F-HR 10/11/2022 000121465922012206
Q2 2022 274 534,670 IAU, IWV, UGL, GLD 13F-HR 8/15/2022 000121465922010057
Q1 2022 278 669,461 IAU, IWV, UGL, VTI 13F-HR 5/13/2022 000121465922006822
Q4 2021 299 718,709 IAU, IWV, VTI, VOO 13F-HR 2/11/2022 000121465922002307
Q3 2021 302 760,052 IAU, IWV, IEI, MBB 13F-HR 11/15/2021 000121465921011739
Q2 2021 296 819,982 IAU, IWV, PPLT, TBT RESTATEMENT 8/16/2021 000121465921008711
Q1 2021 268 771,708 IAU, IWV, PPLT, IVOL 13F-HR 5/14/2021 000121465921005404
Q4 2020 178 638,656 IAU, IWV, MBB, VTI 13F-HR 2/11/2021 000121465921001543
Q3 2020 175 565,251 IAU, IWV, MBB, TLT 13F-HR 11/2/2020 000121465920009070
Q2 2020 171 489,647 IAU, IWV, TIP, MBB 13F-HR 8/14/2020 000121465920007100
Q1 2020 167 398,391 IAU, IWV, BIL, TIP 13F-HR 5/6/2020 000121465920004112
Q4 2019 131 346,744 IAU, IWV, FLOT, MINT 13F-HR 2/13/2020 000121465920001286
Q3 2019 119 268,211 IWV, IAU, MINT, FLOT 13F-HR 11/13/2019 000121465919007068
Q2 2019 2,000 292,337 IWV, SPY, IAU, QQQ 13F-HR 8/13/2019 000165417519000003
Q1 2019 1,751 280,461 IAU, SPY, QQQ, IVV 13F-HR 5/13/2019 000165417519000002
Q4 2018 1,237 225,027 DBC, SPY, GSG, IVV 13F-HR 2/8/2019 000165417519000001
Q3 2018 1,283 303,927 SPY puts, DBC, GSG, MINT 13F-HR 11/13/2018 000165417518000004
Q2 2018 1,327 243,507 SPY, GSG, IAU, DBC 13F-HR 8/10/2018 000165417518000003
Q1 2018 1,333 340,399 TLT calls, MINT, SPY, PALL 13F-HR 5/14/2018 000165417518000002
Q4 2017 1,319 310,659 TLT calls, MINT, SPY, PALL 13F-HR 2/9/2018 000165417518000001
Q3 2017 1,329 247,045 MINT, SPY, PALL, EDV 13F-HR 11/14/2017 000165417517000004
Q2 2017 1,344 240,715 MINT, SPY, PALL, AAPL 13F-HR 8/3/2017 000165417517000003
Q1 2017 1,353 228,716 SPY, MINT, AAPL, PHYS 13F-HR 5/25/2017 000165417517000002
Q4 2016 1,174 235,727 SPY puts, SPY, HEFA, NEA 13F-HR 2/14/2017 000165417517000001
Q3 2016 1,152 173,199 SPY, NEA, EFA, AAPL 13F-HR 10/25/2016 000165417516000005
Q2 2016 1,075 159,436 SPY, NPM, EXD, PPLT 13F-HR 7/29/2016 000165417516000004
Q1 2016 1,151 119,594 SPY, NPM, EXD, EFA 13F-HR 4/8/2016 000165417516000003
Q4 2015 887 101,908 NPM, SPY, EFA, VT 13F-HR 1/11/2016 000165417516000002
Additional filings from Proficio Capital Partners LLC that have since been restated