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WOLVERINE TRADING, LLC

Q3 2025 · Filed 2025-11-14
Market Value
$4.9B
+25.5%
Holdings
1,762
+171
New Purchases
626
Added To
522
Closed
274
Reduced
340
Top 10 Concentration
32.4%
Turnover
51.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BRK-B 2.33% 0.00% +2.33% $114M
QQQ 2.12% 0.00% +2.12% $104M
XLF 1.82% 0.38% +1.43% $89M
IVV 1.55% 0.19% +1.36% $76M
WYNN 1.04% 0.10% +0.94% $51M
GOOG 1.78% 0.90% +0.88% $87M
META 1.04% 0.23% +0.81% $51M
AMZN 0.80% 0.00% +0.80% $39M
NFLX 0.82% 0.02% +0.80% $40M
BKNG 0.94% 0.18% +0.76% $46M
AMD 0.72% 0.00% +0.72% $35M
NVDA 3.67% 3.10% +0.57% $180M
MU 0.69% 0.13% +0.56% $34M
MAR 0.58% 0.04% +0.55% $29M
MMM 0.47% 0.02% +0.45% $23M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPY 12.39% 22.15% -9.76% $608M
DIA 1.31% 6.19% -4.88% $64M
MSFT 1.68% 4.26% -2.58% $82M
EFA 0.41% 1.83% -1.43% $20M
IWM 0.42% 1.62% -1.20% $21M
XLK 0.25% 1.38% -1.14% $12M
TSLA 1.57% 2.66% -1.09% $77M
MSTR 0.01% 0.81% -0.80% $631K
C 0.05% 0.71% -0.66% $3M
XLRE 0.00% 0.61% -0.61% $0
GLD 0.38% 0.93% -0.56% $18M
QCOM 0.19% 0.71% -0.53% $9M
NKE 0.13% 0.63% -0.50% $6M
LLY 0.29% 0.79% -0.50% $14M
PYPL 0.08% 0.48% -0.39% $4M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 73 $2.0B 40.9%
Large Cap 638 $2.1B 42.0%
Mid Cap 520 $658M 13.4%
Small Cap 343 $146M 3.0%
Micro Cap 188 $39M 0.8%

Portfolio Analytics

Avg Market Cap
$53.2B
Median Market Cap
$6.2B
Avg P/E
37.7
Median P/E
23.2
Avg Dividend Yield
0.02%
Avg Beta
1.20
# Stocks
1,528
# ETFs / Funds
234

Top Holdings (1,762 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SPY 12.39% 915,710 $608M $663.68 -$258M -492,116 -35.0%
2 NVDA 3.67% 990,500 $180M $181.85 $59M +221,850 +28.9%
3 IYR 3.28% 1,665,815 $161M $96.65 $36M +338,099 +25.5%
4 BRK-B 2.33% 229,185 $114M $499.25 +229,185 NEW
5 QQQ 2.12% 173,291 $104M $598.73 +173,291 NEW
6 XLF 1.82% 1,646,746 $89M $54.13 $74M +1,358,618 +471.5%
7 GOOG 1.78% 356,883 $87M $244.36 $52M +159,269 +80.6%
8 XLI 1.72% 552,256 $85M $153.05 $4M +4,927 +0.9%
9 MSFT 1.68% 160,224 $82M $514.60 -$84M -175,568 -52.3%
10 XLY 1.59% 322,929 $78M $240.76 $20M +57,581 +21.7%
11 TSLA 1.57% 173,665 $77M $443.21 -$27M -147,767 -46.0%
12 IVV 1.55% 114,203 $76M $666.76 $69M +102,170 +849.1%
13 CI 1.32% 225,110 $65M $286.64 $27M +110,465 +96.3%
14 DIA 1.31% 138,852 $64M $463.04 -$178M -414,025 -74.9%
15 XLU 1.09% 615,640 $54M $87.06 $12M +103,659 +20.2%
16 WYNN 1.04% 386,758 $51M $132.43 $47M +345,275 +832.3%
17 META 1.04% 68,620 $51M $743.40 $42M +56,517 +467.0%
18 VOO 1.02% 82,261 $50M $610.13 $18M +25,561 +45.1%
19 BKNG 0.94% 8,428 $46M $5,454.81 $39M +7,208 +590.8%
20 TSM 0.92% 164,283 $45M $273.23 $26M +79,821 +94.5%
21 INTC 0.89% 1,264,241 $44M $34.48 $18M +127,355 +11.2%
22 NFLX 0.82% 33,222 $40M $1,206.41 $39M +32,610 +5328.4%
23 AMZN 0.80% 176,899 $39M $222.17 +176,899 NEW
24 AMD 0.72% 219,989 $35M $161.36 +219,989 NEW
25 MU 0.69% 206,048 $34M $163.90 $29M +166,649 +423.0%
26 CRWD 0.66% 66,487 $32M $488.45 $21K +1,490 +2.3%
27 AVGO 0.62% 92,343 $30M $327.90 $19M +50,507 +120.7%
28 MAR 0.58% 107,389 $29M $266.82 $27M +102,018 +1899.4%
29 COST 0.53% 28,162 $26M $916.87 $19M +21,635 +331.5%
30 ASML 0.50% 25,481 $25M $962.61 $21M +20,996 +468.1%
31 MMM 0.47% 150,834 $23M $154.08 $22M +144,480 +2273.8%
32 ORCL 0.44% 76,837 $22M $282.76 $20M +69,156 +900.4%
33 BABA 0.44% 120,294 $22M $179.90 $5M -25,137 -17.3%
34 APP 0.43% 29,910 $21M $712.36 $11M -1,383 -4.4%
35 IWM 0.42% 85,000 $21M $241.62 -$43M -209,264 -71.1%
36 TTWO 0.41% 78,088 $20M $259.96 $20M +77,244 +9152.1%
37 GS 0.41% 24,786 $20M $804.12 $14M +15,733 +173.8%
38 EFA 0.41% 213,991 $20M $92.99 -$52M -587,458 -73.3%
39 DASH 0.39% 69,899 $19M $272.50 $6M +14,062 +25.2%
40 GLD 0.38% 52,482 $18M $352.46 -$18M -68,791 -56.7%
41 AZO 0.35% 4,005 $17M $4,273.84 +4,005 NEW
42 REGN 0.34% 30,161 $17M $560.75 $7M +10,583 +54.1%
43 COIN 0.34% 50,401 $17M $333.99 +50,401 NEW
44 LVS 0.33% 292,464 $16M $55.25 $12M +188,101 +180.2%
45 ANET 0.32% 110,476 $16M $143.37 +110,476 NEW
46 AAPL 0.31% 59,673 $15M $254.43 +59,673 NEW
47 UNH 0.30% 43,079 $15M $345.18 $2M +2,124 +5.2%
48 GE 0.30% 50,112 $15M $293.63 $14M +48,516 +3039.8%
49 PM 0.30% 90,004 $15M $162.99 $9M +57,872 +180.1%
50 FCX 0.30% 395,188 $15M $37.12 $9M +255,360 +182.6%
51 LLY 0.29% 19,630 $14M $726.51 -$17M -20,386 -50.9%
52 HUM 0.29% 55,633 $14M $255.23 $4M +14,372 +34.8%
53 VLO 0.29% 81,902 $14M $172.14 $11M +57,605 +237.1%
54 IEF 0.29% 145,863 $14M $96.50 -$821K -10,304 -6.6%
55 ADBE 0.27% 36,487 $13M $359.42 -$745K +566 +1.6%
56 CRWV 0.27% 106,441 $13M $122.52 $9M +81,768 +331.4%
57 TLT 0.26% 140,265 $13M $89.63 $9M +98,547 +236.2%
58 JD 0.26% 351,661 $13M $35.64 $12M +321,321 +1059.1%
59 XLK 0.25% 42,996 $12M $280.33 -$42M -172,857 -80.1%
60 VRT 0.24% 82,335 $12M $143.31 $7M +41,572 +102.0%
61 MCD 0.22% 35,617 $11M $302.99 $2M +6,773 +23.5%
62 STZ 0.22% 78,296 $11M $136.47 $10M +73,873 +1670.2%
63 GOOGL 0.22% 43,442 $11M $244.05 $8M +28,466 +190.1%
64 CHTR 0.22% 38,392 $11M $276.12 $10M +37,829 +6719.2%
65 DUOL 0.22% 32,183 $11M $328.78 $9M +28,914 +884.5%
66 NEM 0.21% 121,066 $10M $84.54 $2M -21,082 -14.8%
67 VST 0.21% 50,973 $10M $197.94 $6M +32,055 +169.4%
68 ACN 0.20% 39,955 $10M $247.00 $8M +34,918 +693.2%
69 ISRG 0.20% 22,301 $10M $439.22 $7M +16,199 +265.5%
70 PANW 0.19% 46,739 $10M $203.96 $9M +45,413 +3424.8%
71 SMCI 0.19% 202,779 $9M $46.36 $6M +127,356 +168.9%
72 HON 0.19% 44,701 $9M $209.28 $8M +37,553 +525.4%
73 FI 0.19% 70,939 $9M $130.45 $9M +69,508 +4857.3%
74 QCOM 0.19% 54,989 $9M $165.30 -$19M -120,690 -68.7%
75 GDX 0.18% 119,326 $9M $75.72 $8M +90,403 +312.6%
76 EWY 0.18% 112,545 $9M $80.24 $4M +40,313 +55.8%
77 GEV 0.18% 14,684 $9M $602.43 -$229K -2,780 -15.9%
78 CEG 0.17% 25,538 $9M $334.27 +25,538 NEW
79 ORA 0.17% 89,169 $9M $95.56 $7M +75,331 +544.4%
80 MA 0.17% 14,829 $8M $568.14 -$4M -8,171 -35.5%
81 HOOD 0.17% 61,082 $8M $136.72 $4M +13,622 +28.7%
82 EEM 0.17% 156,317 $8M $53.19 $2M +26,438 +20.4%
83 ASTS 0.17% 169,778 $8M $48.84 $1M +31,538 +22.8%
84 HYG 0.17% 102,087 $8M $81.22 +102,087 NEW
85 RGTI 0.17% 279,294 $8M $29.65 $5M +4,349 +1.6%
86 LEN 0.17% 64,279 $8M $127.68 $7M +53,050 +472.4%
87 GNRC 0.17% 49,469 $8M $165.82 $4M +20,132 +68.6%
88 LNG 0.17% 34,543 $8M $235.46 $4M +18,106 +110.2%
89 VRTX 0.16% 20,449 $8M $395.31 $319K +2,854 +16.2%
90 LRN 0.16% 53,638 $8M $149.97 $1M +5,885 +12.3%
91 XLP 0.16% 102,809 $8M $78.11 +102,809 NEW
92 U 0.16% 186,723 $8M $42.94 $5M +44,463 +31.2%
93 HPE 0.16% 331,494 $8M $24.14 $6M +247,062 +292.6%
94 QS 0.16% 644,802 $8M $12.38 $6M +385,595 +148.8%
95 DHI 0.16% 46,075 $8M $169.83 $5M +24,773 +116.3%
96 TGT 0.16% 87,480 $8M $88.83 +87,480 NEW
97 SLV 0.16% 181,094 $8M $42.50 +181,094 NEW
98 ET 0.16% 445,106 $8M $17.20 $732K +64,702 +17.0%
99 IBKR 0.16% 111,105 $8M $68.80 $7M +105,363 +1835.0%
100 LULU 0.15% 41,697 $7M $179.11 $2M +19,841 +90.8%

Options Breakdown

2,279 Calls $78.5B Call Value 2,000 Puts $54.9B Put Value 0.7 P/C Ratio

Top Calls

SymbolSharesValueStatus
SPY 11,273,700 $7.5B
QQQ 11,263,800 $6.7B NEW
TSLA 10,021,700 $4.4B
NVDA 23,921,800 $4.4B
META 4,335,500 $3.2B
MSFT 4,243,400 $2.2B
MSTR 5,711,200 $1.9B
AAPL 7,265,000 $1.8B NEW
GLD 5,212,400 $1.8B
AMZN 6,245,800 $1.4B NEW

Top Puts

SymbolSharesValueStatus
SPY 11,624,700 $7.7B
QQQ 9,061,900 $5.4B NEW
NVDA 14,335,200 $2.6B
TSLA 5,555,500 $2.5B
META 2,124,600 $1.6B
MSFT 2,481,400 $1.3B
NFLX 1,041,600 $1.3B
AAPL 4,453,200 $1.1B NEW
MSTR 3,285,200 $1.1B
DIA 1,787,400 $828M

New Positions

SymbolValue% Port
BRK-B $114M 2.33%
QQQ $104M 2.12%
AMZN $39M 0.80%
AMD $35M 0.72%
AZO $17M 0.35%
COIN $17M 0.34%
ANET $16M 0.32%
AAPL $15M 0.31%
CEG $9M 0.17%
HYG $8M 0.17%
XLP $8M 0.16%
TGT $8M 0.16%
SLV $8M 0.16%
AVAV $7M 0.15%
STX $7M 0.14%

Sold Out Positions

SymbolValue% Port
T —%
AMP —%
RSI —%
CSV —%
ED —%
LYV —%
DECK —%
YETI —%
UBER —%
ACHR —%
RYAN —%
M —%
ABX —%
INN —%
WWW —%
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