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Asset Manager ← All Institutions

WOLVERINE TRADING, LLC

Q2 2025 · Filed 2025-08-18
Market Value
$3.9B
+25.4%
Holdings
1,591
-157
New Purchases
376
Added To
367
Closed
455
Reduced
392
Top 10 Concentration
48.6%
Turnover
52.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPY 22.15% 5.64% +16.50% $866M
MSFT 4.26% 0.93% +3.33% $167M
DIA 6.19% 3.36% +2.84% $242M
TSLA 2.66% 0.21% +2.45% $104M
EFA 1.83% 0.05% +1.78% $72M
XLK 1.38% 0.07% +1.32% $54M
CI 0.96% 0.02% +0.94% $37M
NVDA 3.10% 2.16% +0.94% $121M
CRWD 0.83% 0.00% +0.83% $32M
GLD 0.93% 0.30% +0.63% $37M
NKE 0.63% 0.04% +0.59% $25M
GOOG 0.90% 0.31% +0.59% $35M
XLRE 0.61% 0.05% +0.57% $24M
PYPL 0.48% 0.04% +0.44% $19M
MSTR 0.81% 0.40% +0.41% $32M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
QQQ 0.00% 9.51% -9.51% $0
IVV 0.19% 4.86% -4.67% $7M
ASML 0.09% 1.86% -1.77% $4M
AMZN 0.00% 1.70% -1.70% $0
BRK-B 0.00% 1.60% -1.60% $0
COIN 0.00% 1.50% -1.50% $0
XLF 0.38% 1.62% -1.24% $15M
XLU 1.07% 2.10% -1.03% $42M
QCOM 0.71% 1.55% -0.84% $28M
GEV 0.23% 0.91% -0.68% $9M
LLY 0.79% 1.45% -0.66% $31M
MCD 0.22% 0.81% -0.60% $8M
RSP 0.03% 0.57% -0.54% $984K
OXY 0.08% 0.58% -0.50% $3M
XLY 1.48% 1.96% -0.48% $58M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 68 $1.7B 42.5%
Large Cap 593 $1.7B 42.9%
Mid Cap 456 $444M 11.4%
Small Cap 316 $96M 2.4%
Micro Cap 158 $32M 0.8%

Portfolio Analytics

Avg Market Cap
$56.2B
Median Market Cap
$6.3B
Avg P/E
36.3
Median P/E
22.5
Avg Dividend Yield
0.02%
Avg Beta
1.19
# Stocks
1,372
# ETFs / Funds
219

Top Holdings (1,591 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SPY 22.15% 1,407,826 $866M $614.91 $690M +1,091,267 +344.7%
2 DIA 6.19% 552,877 $242M $438.00 $138M +301,242 +119.7%
3 MSFT 4.26% 335,792 $167M $495.94 $138M +259,296 +339.0%
4 IYR 3.20% 1,327,716 $125M $94.13 $23M +253,110 +23.6%
5 NVDA 3.10% 768,650 $121M $157.75 $54M +153,497 +24.9%
6 TSLA 2.66% 321,432 $104M $323.63 $98M +296,863 +1208.3%
7 XLI 2.06% 547,329 $80M $146.79 $13M +30,857 +6.0%
8 EFA 1.83% 801,449 $72M $89.34 $70M +781,628 +3943.4%
9 IWM 1.62% 294,264 $63M $215.48 $4M -3,412 -1.1%
10 XLY 1.48% 265,348 $58M $218.59 -$3M -45,436 -14.6%
11 XLK 1.38% 215,853 $54M $250.77 $52M +205,434 +1971.7%
12 XLU 1.07% 511,981 $42M $81.33 -$24M -325,733 -38.9%
13 CI 0.96% 114,645 $37M $326.31 $37M +113,064 +7151.4%
14 GLD 0.93% 121,273 $37M $301.22 $27M +88,155 +266.2%
15 GOOG 0.90% 197,614 $35M $178.27 $26M +135,597 +218.6%
16 CRWD 0.83% 64,997 $32M $499.33 +64,997 NEW
17 VOO 0.82% 56,700 $32M $566.95 -$7M -19,879 -26.0%
18 MSTR 0.81% 82,933 $32M $383.88 $19M +39,827 +92.4%
19 LLY 0.79% 40,016 $31M $775.45 -$14M -14,984 -27.2%
20 QCOM 0.71% 175,679 $28M $158.54 -$20M -140,476 -44.4%
21 C 0.71% 328,819 $28M $84.38 $15M +145,965 +79.8%
22 INTC 0.66% 1,136,886 $26M $22.69 $6M +281,253 +32.9%
23 NKE 0.63% 343,372 $25M $72.04 $23M +322,951 +1581.5%
24 XLRE 0.61% 583,491 $24M $41.12 $23M +548,179 +1552.4%
25 TSM 0.49% 84,462 $19M $228.57 $6M +5,097 +6.4%
26 PYPL 0.48% 253,117 $19M $73.64 $17M +234,418 +1253.6%
27 BABA 0.42% 145,431 $17M $114.08 $14M +129,570 +816.9%
28 NOW 0.40% 15,248 $16M $1,022.42 $8M +6,260 +69.7%
29 MRVL 0.39% 196,355 $15M $77.16 $14M +174,294 +790.0%
30 XLF 0.38% 288,128 $15M $51.94 -$36M -739,314 -72.0%
31 IEF 0.38% 156,167 $15M $95.39 $13M +136,127 +679.3%
32 ZS 0.37% 46,389 $15M $315.32 $11M +28,034 +152.7%
33 ADBE 0.35% 35,921 $14M $385.83 $11M +29,316 +443.9%
34 DASH 0.35% 55,837 $14M $242.32 +55,837 NEW
35 LMT 0.34% 29,273 $13M $458.59 +29,273 NEW
36 UNH 0.32% 40,955 $13M $309.11 $10M +35,742 +685.6%
37 MA 0.32% 23,000 $13M $550.32 +23,000 NEW
38 PLTR 0.32% 96,813 $13M $130.74 $12M +93,545 +2862.4%
39 SCHW 0.32% 140,063 $13M $89.98 $8M +78,998 +129.4%
40 BLK 0.31% 11,600 $12M $1,047.82 $12M +11,289 +3629.9%
41 CAT 0.31% 31,011 $12M $384.71 +31,011 NEW
42 AVGO 0.29% 41,836 $11M $269.35 $10M +37,256 +813.5%
43 APP 0.27% 31,293 $10M $333.78 +31,293 NEW
44 REGN 0.26% 19,578 $10M $521.00 $646K +4,588 +30.6%
45 NEE 0.26% 141,630 $10M $70.89 $10M +136,913 +2902.5%
46 HUM 0.26% 41,261 $10M $241.88 $6M +24,667 +148.7%
47 MRK 0.24% 116,947 $9M $79.10 +116,947 NEW
48 PDD 0.23% 87,089 $9M $105.14 +87,089 NEW
49 GEV 0.23% 17,464 $9M $519.66 -$19M -76,036 -81.3%
50 META 0.23% 12,103 $9M $733.63 $3M +1,980 +19.6%
51 CRCL 0.22% 47,896 $9M $180.43 +47,896 NEW
52 TWLO 0.22% 69,149 $8M $122.74 $4M +24,120 +53.6%
53 DELL 0.22% 67,858 $8M $123.99 $3M +14,578 +27.4%
54 MCD 0.22% 28,844 $8M $291.55 -$17M -53,693 -65.0%
55 DG 0.21% 73,308 $8M $114.45 $2M -1,643 -2.2%
56 LRCX 0.21% 83,062 $8M $97.20 $6M +59,341 +250.2%
57 NEM 0.21% 142,148 $8M $56.76 $7M +114,559 +415.2%
58 MUB 0.20% 75,595 $8M $104.32 $4M +37,746 +99.7%
59 VRTX 0.20% 17,595 $8M $441.30 $7M +16,180 +1143.5%
60 XLE 0.19% 87,860 $7M $85.30 $3M +39,031 +79.9%
61 IVV 0.19% 12,033 $7M $617.46 -$144M -259,312 -95.6%
62 FXI 0.19% 197,288 $7M $36.81 $3M +85,240 +76.1%
63 ALAB 0.18% 77,132 $7M $91.02 $5M +44,490 +136.3%
64 LRN 0.18% 47,753 $7M $145.62 $3M +19,061 +66.4%
65 BKNG 0.18% 1,220 $7M $5,693.13 $7M +1,172 +2441.7%
66 ET 0.18% 380,404 $7M $18.20 -$2M -117,166 -23.6%
67 PGR 0.18% 26,198 $7M $263.99 +26,198 NEW
68 TXN 0.18% 33,192 $7M $207.08 $6M +25,511 +332.1%
69 ASTS 0.17% 138,240 $7M $49.36 $6M +97,357 +238.1%
70 OKTA 0.17% 69,059 $7M $98.43 -$994K -3,087 -4.3%
71 URI 0.17% 8,855 $7M $752.62 $576K -845 -8.7%
72 HLT 0.17% 24,637 $7M $265.50 +24,637 NEW
73 CORZ 0.17% 389,000 $6M $16.65 $4M +82,209 +26.8%
74 COST 0.16% 6,527 $6M $985.14 $6M +5,881 +910.4%
75 DE 0.16% 12,476 $6M $513.34 -$2M -4,737 -27.5%
76 GS 0.16% 9,053 $6M $690.81 -$2M -6,949 -43.4%
77 EEM 0.16% 129,879 $6M $48.09 $5M +97,165 +297.0%
78 FCX 0.16% 139,828 $6M $43.87 -$1M -49,943 -26.3%
79 XBI 0.16% 73,843 $6M $83.01 $6M +70,243 +1951.2%
80 UBER 0.16% 66,433 $6M $91.53 +66,433 NEW
81 ULTA 0.15% 13,156 $6M $458.27 $4M +7,408 +128.9%
82 ETN 0.15% 17,056 $6M $353.23 $4M +9,386 +122.4%
83 FICO 0.15% 3,286 $6M $1,816.26 $4M +2,481 +308.2%
84 PM 0.15% 32,132 $6M $181.03 -$2M -15,966 -33.2%
85 IOT 0.15% 145,497 $6M $39.60 +145,497 NEW
86 TMDX 0.15% 43,593 $6M $131.45 $4M +22,052 +102.4%
87 CCJ 0.14% 76,547 $6M $73.27 $869K -36,757 -32.4%
88 NUE 0.14% 41,410 $5M $131.43 $2M +12,503 +43.2%
89 ZTS 0.13% 33,748 $5M $156.17 $451K +4,198 +14.2%
90 VRT 0.13% 40,763 $5M $127.16 +40,763 NEW
91 LULU 0.13% 21,856 $5M $235.02 +21,856 NEW
92 EWY 0.13% 72,232 $5M $70.74 +72,232 NEW
93 SOXL 0.13% 201,692 $5M $25.11 -$4M -340,561 -62.8%
94 CB 0.13% 17,404 $5M $285.12 $3M +12,450 +251.3%
95 MU 0.13% 39,399 $5M $124.76 -$8M -101,225 -72.0%
96 TJX 0.12% 39,493 $5M $123.38 +39,493 NEW
97 CW 0.12% 9,836 $5M $487.70 +9,836 NEW
98 YANG 0.12% 157,065 $5M $30.51 $3M +100,840 +179.3%
99 MDB 0.12% 22,497 $5M $209.92 $892K +978 +4.5%
100 ITA 0.12% 24,894 $5M $187.55 $4M +19,453 +357.5%

Options Breakdown

2,110 Calls $53.2B Call Value 1,837 Puts $42.0B Put Value 0.79 P/C Ratio

Top Calls

SymbolSharesValueStatus
SPY 8,702,600 $5.4B
NVDA 24,574,800 $3.9B
META 4,557,100 $3.3B
TSLA 10,166,500 $3.3B
MSTR 5,659,800 $2.2B
MSFT 4,317,800 $2.1B
NFLX 1,088,800 $1.4B
GLD 4,592,800 $1.4B
COIN 2,510,600 $887M
PLTR 6,299,900 $824M

Top Puts

SymbolSharesValueStatus
SPY 14,815,400 $9.1B
NVDA 15,757,400 $2.5B
TSLA 5,823,700 $1.9B
META 2,426,900 $1.8B
NFLX 1,311,200 $1.7B
IWM 6,081,000 $1.3B
MSFT 2,499,700 $1.2B
MSTR 2,797,700 $1.1B
BKNG 150,300 $856M
GLD 2,533,900 $763M

New Positions

SymbolValue% Port
CRWD $32M 0.83%
DASH $14M 0.35%
LMT $13M 0.34%
MA $13M 0.32%
CAT $12M 0.31%
APP $10M 0.27%
MRK $9M 0.24%
PDD $9M 0.23%
CRCL $9M 0.22%
PGR $7M 0.18%
HLT $7M 0.17%
UBER $6M 0.16%
IOT $6M 0.15%
VRT $5M 0.13%
LULU $5M 0.13%

Sold Out Positions

SymbolValue% Port
AME —%
AVB —%
AAP —%
NVT —%
ALB —%
ACI —%
NGL —%
AR —%
FDX —%
ALL —%
OC —%
AA —%
FINV —%
VLRS —%
SA —%
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