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Asset Manager ← All Institutions

Wick Capital Partners, LLC

Q2 2025 · Filed 2025-08-14
Market Value
$382M
+15.6%
Holdings
113
+2
New Purchases
13
Added To
55
Closed
9
Reduced
35
Top 10 Concentration
70.2%
Turnover
19.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
QQQM 3.82% 2.29% +1.53% $15M
IVV 6.71% 5.65% +1.06% $26M
GPIX 1.18% 0.27% +0.91% $5M
VOO 1.14% 0.43% +0.71% $4M
GPIQ 0.73% 0.06% +0.66% $3M
SGOV 0.65% 0.23% +0.43% $3M
QQQ 0.77% 0.35% +0.42% $3M
AMZN 0.69% 0.35% +0.34% $3M
META 0.45% 0.16% +0.29% $2M
ISPY 0.22% 0.00% +0.22% $849K
NVDA 0.68% 0.47% +0.22% $3M
MSFT 0.57% 0.37% +0.20% $2M
IQQQ 0.18% 0.00% +0.18% $675K
LIEN 0.16% 0.00% +0.16% $613K
AVGO 0.15% 0.00% +0.15% $571K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
JEPI 2.15% 3.82% -1.67% $8M
ITOT 31.42% 32.43% -1.02% $120M
JEPQ 2.34% 3.18% -0.84% $9M
VXUS 0.00% 0.71% -0.71% $0
ACWI 0.00% 0.70% -0.70% $0
IXUS 4.22% 4.63% -0.41% $16M
IBDR 1.53% 1.82% -0.29% $6M
HELO 0.06% 0.34% -0.29% $213K
IEFA 3.86% 4.14% -0.28% $15M
IJR 1.00% 1.26% -0.26% $4M
QUAL 0.00% 0.16% -0.16% $0
SHY 0.71% 0.86% -0.15% $3M
MRBK 0.49% 0.63% -0.14% $2M
AAPL 0.99% 1.13% -0.14% $4M
RSP 0.91% 1.02% -0.11% $3M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 32 $104M 27.2%
Large Cap 55 $225M 58.8%
Mid Cap 14 $24M 6.2%
Small Cap 8 $15M 4.0%
Micro Cap 4 $14M 3.8%

Portfolio Analytics

Avg Market Cap
$397.5B
Median Market Cap
$69.9B
Avg P/E
46.3
Median P/E
30.4
Avg Dividend Yield
0.01%
Avg Beta
0.92
# Stocks
30
# ETFs / Funds
83

Top Holdings (113 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 ITOT 31.42% 6,651 $120M $18,043.05 $13M -871,751 -99.2%
2 VTI 9.85% 65,464 $38M $574.66 $5M -52,981 -44.7%
3 IVV 6.71% 62,017 $26M $413.33 $7M +28,797 +86.7%
4 IXUS 4.22% 888,658 $16M $18.12 $812K +669,576 +305.6%
5 IEFA 3.86% 4,878 $15M $3,022.82 $1M -143,801 -96.7%
6 QQQM 3.82% 46,796 $15M $311.80 $7M +7,532 +19.2%
7 IVVB 2.94% 3,281 $11M $3,425.99 $1M -336,109 -99.0%
8 IBDS 2.93% 3,402 $11M $3,286.66 $2M -381,064 -99.1%
9 JEPQ 2.34% 59,186 $9M $150.72 -$2M -143,569 -70.8%
10 JEPI 2.15% 1,323 $8M $6,201.03 -$4M -219,313 -99.4%
11 SPY 1.71% 419 $7M $15,573.70 $612K -10,153 -96.0%
12 IBDR 1.53% 7,481 $6M $780.90 -$183K -241,360 -97.0%
13 GPIX 1.18% 3,429 $5M $1,319.29 $4M -15,938 -82.3%
14 VOO 1.14% 24,845 $4M $174.56 $3M +22,091 +802.1%
15 EQAL 1.07% 460,701 $4M $8.89 $350K +381,410 +481.0%
16 IJR 1.00% 3,383 $4M $1,124.91 -$355K -36,400 -91.5%
17 AAPL 0.99% 7,174 $4M $526.38 $41K -9,640 -57.3%
18 RSP 0.91% 240,903 $3M $14.38 $110K +221,536 +1143.9%
19 QQQ 0.77% 8,432 $3M $350.96 $2M +5,931 +237.2%
20 GPIQ 0.73% 55,629 $3M $49.81 $3M +51,134 +1137.6%
21 SHY 0.71% 2,276 $3M $1,189.27 -$134K -32,061 -93.4%
22 AMZN 0.69% 4,246 $3M $619.15 $1M -1,783 -29.6%
23 NVDA 0.68% 4,353 $3M $596.81 $1M -9,826 -69.3%
24 SGOV 0.65% 208,327 $3M $12.01 $2M +200,863 +2691.1%
25 IWF 0.64% 8,715 $2M $280.85 $366K +2,950 +51.2%
26 SHV 0.64% 34,821 $2M $70.14 $211K +14,623 +72.4%
27 VUG 0.63% 5,693 $2M $424.31 $526K +597 +11.7%
28 VB 0.62% 10,561 $2M $223.85 $669K +2,915 +38.1%
29 IWB 0.60% 2,061 $2M $1,118.93 $44K -5,315 -72.1%
30 MSFT 0.57% 2,308 $2M $938.14 $955K -916 -28.4%
31 MRBK 0.49% 523 $2M $3,561.78 -$218K -143,993 -99.6%
32 META 0.45% 4,415 $2M $385.85 $1M +3,497 +380.9%
33 IWY 0.43% 12,824 $2M $128.64 $238K +6,132 +91.6%
34 DFUS 0.39% 83,202 $1M $17.70 $144K +61,223 +278.6%
35 IWD 0.38% 8,654 $1M $167.90 $45K +1,173 +15.7%
36 XVV 0.37% 6,692 $1M $213.33 $148K -23,219 -77.6%
37 TSLA 0.37% 5,364 $1M $264.88 $405K +1,445 +36.9%
38 IBDQ 0.35% 6,791 $1M $197.75 -$7K -46,884 -87.3%
39 IEMG 0.34% 403,769 $1M $3.23 $260K +390,921 +3042.7%
40 DFUV 0.31% 1,574 $1M $761.23 $30K -26,765 -94.5%
41 IBDT 0.31% 5,765 $1M $206.34 $488K -22,023 -79.2%
42 JNJ 0.28% 2,353 $1M $451.27 -$163K -5,031 -68.1%
43 ORCL 0.27% 2,171 $1M $473.87 $371K -2,535 -53.9%
44 VOT 0.26% 22,119 $1M $45.50 $235K +18,967 +601.7%
45 VEA 0.26% 10,140 $1M $99.01 $202K -5,646 -35.8%
46 BND 0.25% 22,248 $944K $42.44 $62K +10,237 +85.2%
47 ICSH 0.23% 6,427 $897K $139.50 -$43K -12,110 -65.3%
48 MSTR 0.23% 8,173 $878K $107.38 $288K +6,127 +299.5%
49 BRK-B 0.23% 2,691 $866K $321.95 -$97K +882 +48.8%
50 VONE 0.22% 2,857 $859K $300.62 $65K -271 -8.7%
51 ISPY 0.22% 3,539 $849K $240.04 +3,539 NEW
52 VTV 0.20% 8,877 $776K $87.36 $227K +5,701 +179.5%
53 IVE 0.19% 13,553 $729K $53.78 $18K +9,823 +263.4%
54 VIG 0.19% 9,354 $725K $77.46 -$48K +5,370 +134.8%
55 IVW 0.19% 17,680 $708K $40.02 $111K +11,253 +175.1%
56 BALT 0.18% 90,804 $690K $7.60 $60K +70,719 +352.1%
57 HYG 0.18% 29,866 $680K $22.77 $83K +22,294 +294.4%
58 IQQQ 0.18% 7,635 $675K $88.44 +7,635 NEW
59 IBTH 0.17% 144,309 $657K $4.55 -$57K +112,464 +353.2%
60 BSV 0.17% 557 $643K $1,154.78 $3K -7,616 -93.2%
61 SDCI 0.17% 64,249 $634K $9.87 $7K +34,675 +117.2%
62 CPSM 0.16% 6,468 $620K $95.85 -$28K -17,652 -73.2%
63 LIEN 0.16% 6,000 $613K $102.10 +6,000 NEW
64 GOOGL 0.16% 7,888 $604K $76.61 $152K +4,961 +169.5%
65 AVGO 0.15% 4,253 $571K $134.29 +4,253 NEW
66 NFLX 0.15% 144,516 $561K $3.88 $222K +144,152 +39602.2%
67 COST 0.14% 1,574 $551K $350.26 $39K +1,032 +190.4%
68 IJH 0.14% 2,072 $541K $260.86 $32K -6,642 -76.2%
69 GLD 0.13% 416 $480K $1,153.37 $27K -1,156 -73.5%
70 NOW 0.11% 123,777 $428K $3.46 +123,777 NEW
71 OUNZ 0.11% 19,064 $428K $22.43 $23K +5,653 +42.1%
72 IBIT 0.11% 163,983 $407K $2.48 $126K +157,976 +2629.9%
73 SPHQ 0.11% 53,334 $406K $7.61 $28K +47,641 +836.8%
74 DFAT 0.10% 4,390 $387K $88.18 $18K -2,784 -38.8%
75 JPM 0.10% 6,951 $383K $55.17 $69K +5,667 +441.4%
76 VNQ 0.10% 32,667 $379K $11.59 -$20K +28,264 +641.9%
77 LLY 0.10% 1,784 $364K $204.19 -$79K +1,247 +232.2%
78 PLTR 0.09% 5,510 $354K $64.18 +5,510 NEW
79 DON 0.08% 9,976 $324K $32.50 $4K +3,508 +54.2%
80 TMUS 0.08% 2,594 $311K $119.93 +2,594 NEW
81 TSM 0.08% 2,458 $308K $125.36 +2,458 NEW
82 IJK 0.08% 25,167 $308K $12.23 $26K +21,784 +643.9%
83 SPIB 0.08% 16,444 $298K $18.13 $3K +7,567 +85.2%
84 VTEB 0.08% 29,304 $294K $10.04 $45K +24,279 +483.2%
85 ITW 0.07% 18,405 $284K $15.42 -$872 +17,257 +1503.2%
86 DFAS 0.07% 137,348 $271K $1.97 -$30K +132,319 +2631.1%
87 DLN 0.07% 1,361 $270K $198.02 $9K -1,920 -58.5%
88 MCO 0.07% 1,510 $262K $173.65 $25K +1,000 +196.1%
89 VWO 0.07% 29,936 $260K $8.67 +29,936 NEW
90 DHS 0.07% 4,473 $258K $57.74 -$9K +1,782 +66.2%
91 MA 0.07% 459 $258K $561.94 $6K
92 LQD 0.07% 29,213 $258K $8.83 $27K +27,090 +1276.0%
93 IJJ 0.07% 21,508 $255K $11.84 $8K +19,447 +943.6%
94 DES 0.07% 17,610 $251K $14.23 -$2K +9,722 +123.2%
95 WMT 0.06% 1,306 $240K $184.04 -$11K -1,552 -54.3%
96 BX 0.06% 3,058 $226K $73.86 +3,058 NEW
97 APH 0.06% 3,540 $225K $63.49 +3,540 NEW
98 PH 0.06% 4,388 $224K $51.14 +4,388 NEW
99 FLOT 0.06% 20,021 $224K $11.19 -$132 +15,631 +356.1%
100 SCHB 0.06% 13,411 $223K $16.62 $22K +4,057 +43.4%

New Positions

SymbolValue% Port
ISPY $849K 0.22%
IQQQ $675K 0.18%
LIEN $613K 0.16%
AVGO $571K 0.15%
NOW $428K 0.11%
PLTR $354K 0.09%
TMUS $311K 0.08%
TSM $308K 0.08%
VWO $260K 0.07%
BX $226K 0.06%
APH $225K 0.06%
PH $224K 0.06%
SCZ $208K 0.05%

Sold Out Positions

SymbolValue% Port
UNH —%
MTUM —%
ACWI —%
GOVT —%
IWM —%
IAU —%
VO —%
QUAL —%
VXUS —%
View SEC EDGAR Filings for Wick Capital Partners, LLC →

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