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Asset Manager ← All Institutions

WOLVERINE TRADING, LLC

Q1 2025 · Filed 2025-05-15
Market Value
$3.1B
-29.2%
Holdings
1,748
+7
New Purchases
341
Added To
411
Closed
533
Reduced
462
Top 10 Concentration
36.9%
Turnover
50.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
QQQ 9.51% 2.37% +7.13% $296M
IVV 4.86% 0.00% +4.86% $151M
ASML 1.86% 0.25% +1.61% $58M
BRK-B 1.60% 0.19% +1.41% $50M
COIN 1.50% 0.18% +1.33% $47M
SPY 5.64% 4.48% +1.16% $176M
IWM 1.91% 0.83% +1.09% $60M
IYR 3.27% 2.21% +1.05% $102M
VOO 1.25% 0.29% +0.97% $39M
XLU 2.10% 1.24% +0.85% $65M
GEV 0.91% 0.17% +0.74% $28M
XLY 1.96% 1.40% +0.57% $61M
QCOM 1.55% 1.00% +0.55% $48M
MCD 0.81% 0.26% +0.55% $25M
OXY 0.58% 0.12% +0.46% $18M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
DIA 3.36% 7.75% -4.40% $105M
AMD 0.06% 2.43% -2.37% $2M
BKNG 0.01% 1.65% -1.64% $222K
CI 0.02% 1.19% -1.17% $514K
TSM 0.42% 1.56% -1.14% $13M
MSFT 0.93% 2.00% -1.08% $29M
AMZN 1.70% 2.63% -0.93% $53M
APP 0.00% 0.82% -0.82% $0
LIN 0.01% 0.74% -0.73% $316K
BLK 0.01% 0.72% -0.71% $294K
GS 0.28% 0.95% -0.67% $9M
JPM 0.00% 0.63% -0.63% $0
NVDA 2.16% 2.74% -0.57% $67M
WMT 0.00% 0.49% -0.49% $0
MDB 0.12% 0.60% -0.48% $4M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 73 $1.2B 39.0%
Large Cap 688 $1.4B 43.8%
Mid Cap 489 $419M 13.4%
Small Cap 322 $85M 2.7%
Micro Cap 176 $33M 1.1%

Portfolio Analytics

Avg Market Cap
$54.5B
Median Market Cap
$7.1B
Avg P/E
35.7
Median P/E
22.6
Avg Dividend Yield
0.02%
Avg Beta
1.16
# Stocks
1,506
# ETFs / Funds
242

Top Holdings (1,748 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 QQQ 9.51% 631,993 $296M $468.94 $192M +429,195 +211.6%
2 SPY 5.64% 316,559 $176M $555.66 -$21M -18,898 -5.6%
3 IVV 4.86% 271,345 $151M $558.12 +271,345 NEW
4 DIA 3.36% 251,635 $105M $415.62 -$237M -550,257 -68.6%
5 IYR 3.27% 1,074,606 $102M $94.74 $4M +17,763 +1.7%
6 NVDA 2.16% 615,153 $67M $109.67 -$53M -261,202 -29.8%
7 XLI 2.16% 516,472 $67M $130.15 -$9M -59,506 -10.3%
8 XLU 2.10% 837,714 $65M $77.98 $11M +114,982 +15.9%
9 XLY 1.96% 310,784 $61M $197.04 -$293K +38,588 +14.2%
10 IWM 1.91% 297,676 $60M $200.45 $23M +132,652 +80.4%
11 ASML 1.86% 86,102 $58M $674.58 $47M +70,311 +445.3%
12 AMZN 1.70% 274,805 $53M $192.72 -$63M -247,972 -47.4%
13 XLF 1.62% 1,027,442 $51M $49.21 -$19M -404,761 -28.3%
14 BRK-B 1.60% 94,545 $50M $526.31 $41M +76,074 +411.9%
15 QCOM 1.55% 316,155 $48M $152.72 $4M +31,369 +11.0%
16 COIN 1.50% 269,414 $47M $173.93 $39M +238,692 +776.9%
17 LLY 1.45% 55,000 $45M $822.51 -$8M -13,458 -19.7%
18 VOO 1.25% 76,579 $39M $510.80 $27M +53,259 +228.4%
19 MSFT 0.93% 76,496 $29M $378.80 -$59M -131,394 -63.2%
20 GEV 0.91% 93,500 $28M $302.93 $21M +70,994 +315.4%
21 MCD 0.81% 82,537 $25M $307.09 $14M +42,386 +105.6%
22 INTC 0.62% 855,633 $19M $22.71 $3M +31,425 +3.8%
23 OXY 0.58% 367,758 $18M $48.83 $13M +258,588 +236.9%
24 RSP 0.57% 102,849 $18M $171.80 $3M +16,822 +19.6%
25 STZ 0.49% 83,458 $15M $183.74 $9M +54,167 +184.9%
26 TSM 0.42% 79,365 $13M $165.25 -$56M -263,359 -76.8%
27 C 0.41% 182,854 $13M $70.33 $12M +165,062 +927.7%
28 MSTR 0.40% 43,106 $12M $289.41 -$13M -41,354 -49.0%
29 MU 0.40% 140,624 $12M $88.44 -$3M -45,176 -24.3%
30 TLT 0.39% 133,498 $12M $90.14 $6M +69,418 +108.3%
31 NICE 0.36% 71,596 $11M $155.48 $8M +54,092 +309.0%
32 HOOD 0.33% 248,177 $10M $41.92 $7M +171,305 +222.8%
33 GOOG 0.31% 62,017 $10M $156.06 $5M +38,773 +166.8%
34 REGN 0.31% 14,990 $10M $637.36 $288K +1,802 +13.7%
35 GLD 0.30% 33,118 $9M $284.06 +33,118 NEW
36 ET 0.30% 497,570 $9M $18.71 $6M +339,254 +214.3%
37 IBIT 0.29% 191,618 $9M $47.56 $3M +82,747 +76.0%
38 BAC 0.28% 214,950 $9M $41.25 $3M +71,088 +49.4%
39 CHTR 0.28% 23,892 $9M $369.02 $7M +17,342 +264.8%
40 SOXL 0.28% 542,253 $9M $16.03 $2M +310,118 +133.6%
41 GS 0.28% 16,002 $9M $543.12 -$33M -56,768 -78.0%
42 LUV 0.28% 257,740 $9M $33.59 $8M +237,977 +1204.2%
43 RGLD 0.27% 51,164 $8M $162.19 $5M +29,316 +134.2%
44 AGG 0.27% 83,894 $8M $98.73 $6M +61,917 +281.7%
45 HD 0.27% 23,086 $8M $358.15 -$18M -43,971 -65.6%
46 GWW 0.26% 8,403 $8M $975.03 +8,403 NEW
47 DE 0.26% 17,213 $8M $465.31 $6M +12,460 +262.1%
48 MELI 0.26% 3,904 $8M $2,048.07 -$6M -3,956 -50.3%
49 SPG 0.26% 48,401 $8M $164.28 $646K +5,646 +13.2%
50 FSLR 0.25% 62,358 $8M $127.32 -$1M +9,641 +18.3%
51 ANET 0.25% 100,950 $8M $77.94 $7M +89,046 +748.0%
52 OKTA 0.25% 72,146 $8M $107.99 $3M +7,843 +12.2%
53 INDA 0.24% 146,282 $8M $51.28 +146,282 NEW
54 PM 0.24% 48,098 $7M $155.16 $3M +12,160 +33.8%
55 FCX 0.23% 189,771 $7M $38.42 $4M +99,489 +110.2%
56 BA 0.23% 41,787 $7M $173.31 -$11M -59,782 -58.9%
57 NOW 0.23% 8,988 $7M $797.76 $2M +4,491 +99.9%
58 VST 0.23% 59,452 $7M $119.05 -$600K +4,643 +8.5%
59 CRM 0.22% 25,545 $7M $269.97 -$9M -22,412 -46.7%
60 ESLT 0.22% 17,564 $7M $387.86 $4M +7,400 +72.8%
61 CEG 0.21% 31,839 $7M $205.39 $167K +3,681 +13.1%
62 DHR 0.21% 31,764 $7M $205.85 $2M +11,464 +56.5%
63 TSLA 0.21% 24,569 $6M $263.55 $75K +9,237 +60.2%
64 DG 0.21% 74,951 $6M $86.10 $3M +33,859 +82.4%
65 COF 0.20% 35,997 $6M $173.53 $910K +6,006 +20.0%
66 IGV 0.20% 68,380 $6M $89.87 -$525K +2,303 +3.5%
67 URI 0.20% 9,700 $6M $627.65 -$1M -577 -5.6%
68 DDOG 0.19% 59,726 $6M $101.10 $6M +57,302 +2363.9%
69 AKAM 0.19% 75,199 $6M $80.05 $4M +49,593 +193.7%
70 PSX 0.19% 49,087 $6M $121.76 $4M +27,269 +125.0%
71 EL 0.19% 90,794 $6M $65.42 -$922K -1,690 -1.8%
72 META 0.19% 10,123 $6M $576.74 $118K +448 +4.6%
73 PFE 0.19% 229,395 $6M $25.21 -$2M -82,595 -26.5%
74 FAS 0.18% 37,458 $6M $152.34 -$10M -64,053 -63.1%
75 CSCO 0.18% 93,477 $6M $60.86 -$431K -9,912 -9.6%
76 WIX 0.18% 32,802 $5M $166.36 $227K +8,746 +36.4%
77 RH 0.17% 22,910 $5M $236.28 -$9M -14,926 -39.5%
78 HON 0.17% 25,450 $5M $210.34 -$7M -30,704 -54.7%
79 XME 0.17% 93,013 $5M $56.62 $4M +76,802 +473.8%
80 ALB 0.17% 72,507 $5M $72.19 -$153K +9,964 +15.9%
81 F-PD 0.17% 535,837 $5M $9.72 -$225K -14,056 -2.6%
82 NTR 0.16% 101,889 $5M $50.10 $3M +48,909 +92.3%
83 UAL 0.16% 71,350 $5M $70.23 $1M +31,108 +77.3%
84 DELL 0.16% 53,280 $5M $92.29 -$15M -118,071 -68.9%
85 BITX 0.15% 132,080 $5M $36.54 $552K +51,295 +63.5%
86 ZTS 0.15% 29,550 $5M $163.11 $3M +18,130 +158.8%
87 SCHW 0.15% 61,065 $5M $77.81 $1M +16,020 +35.6%
88 FUTU 0.15% 45,767 $5M $103.62 $4M +38,260 +509.7%
89 CCJ 0.15% 113,304 $5M $41.83 +113,304 NEW
90 XLE 0.14% 48,829 $5M $92.43 $2M +24,223 +98.4%
91 TWLO 0.14% 45,029 $4M $98.98 $4M +37,196 +474.9%
92 GILD 0.14% 39,705 $4M $111.79 $2M +18,590 +88.0%
93 HUM 0.14% 16,594 $4M $264.58 -$1M -5,834 -26.0%
94 SLG 0.14% 74,626 $4M $57.55 $2M +44,280 +145.9%
95 IJR 0.14% 40,561 $4M $104.01 +40,561 NEW
96 MCK 0.13% 6,266 $4M $668.06 +6,266 NEW
97 CMCSA 0.13% 112,381 $4M $36.62 $2M +60,904 +118.3%
98 ARES 0.13% 27,966 $4M $144.90 +27,966 NEW
99 W 0.13% 118,983 $4M $33.85 $1M +56,157 +89.4%
100 FXI 0.13% 112,048 $4M $35.84 -$2M -78,303 -41.1%

Options Breakdown

2,162 Calls $45.9B Call Value 1,910 Puts $36.2B Put Value 0.79 P/C Ratio

Top Calls

SymbolSharesValueStatus
SPY 6,644,000 $3.7B
QQQ 6,974,900 $3.3B
NVDA 26,940,200 $3.0B
TSLA 10,230,600 $2.7B
META 4,608,700 $2.7B
MSTR 5,493,800 $1.6B
MSFT 3,492,500 $1.3B
AAPL 5,900,000 $1.3B
AMZN 5,952,700 $1.1B
NFLX 927,600 $866M

Top Puts

SymbolSharesValueStatus
SPY 12,681,000 $7.0B
QQQ 6,752,500 $3.2B
NVDA 16,813,100 $1.8B
TSLA 5,899,500 $1.6B
META 2,606,000 $1.5B
NFLX 1,051,800 $982M
AAPL 4,120,400 $898M
MSFT 2,099,500 $795M
MSTR 2,674,400 $774M
IWM 3,727,400 $747M

New Positions

SymbolValue% Port
IVV $151M 4.86%
GLD $9M 0.30%
GWW $8M 0.26%
INDA $8M 0.24%
CCJ $5M 0.15%
IJR $4M 0.14%
MCK $4M 0.13%
ARES $4M 0.13%
MUB $4M 0.13%
IBKR $4M 0.12%
MBB $4M 0.12%
LQD $3M 0.11%
NBR $3M 0.10%
AME $3M 0.09%
HAS $3M 0.09%

Sold Out Positions

SymbolValue% Port
ABT —%
BDX —%
CPA —%
HRB —%
IBP —%
GLW —%
AIR —%
DY —%
ALSN —%
FLR —%
MTDR —%
HLI —%
CDE —%
UBER —%
CVS —%
View SEC EDGAR Filings for WOLVERINE TRADING, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms