Asset Manager
← All Institutions
Exit Wealth Advisors, LLC.
Market Value
$169M
Holdings
163
New Purchases
39
Added To
53
Closed
39
Reduced
28
Top 10 Concentration
42.5%
Turnover
47.9%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 31 | $54M | 32.0% |
| Large Cap | 69 | $78M | 46.1% |
| Mid Cap | 40 | $26M | 15.6% |
| Small Cap | 16 | $8M | 4.6% |
| Micro Cap | 7 | $3M | 1.7% |
Portfolio Analytics
Avg Market Cap
$290.1B
Median Market Cap
$24.5B
Avg P/E
32.7
Median P/E
20.4
Avg Dividend Yield
0.02%
Avg Beta
1.05
# Stocks
102
# ETFs / Funds
61
Top Holdings (163 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | BIL | 7.17% | 132,744 | $12M | $91.38 | $5M | +58,960 | +79.9% | |
| 2 | TSLA | 5.69% | 21,396 | $10M | $449.72 | $875K | +1,726 | +8.8% | |
| 3 | IAU | 5.51% | 114,750 | $9M | $81.17 | $1M | +6,408 | +5.9% | |
| 4 | MSFT | 4.59% | 16,051 | $8M | $483.63 | -$405K | +281 | +1.8% | |
| 5 | USFR | 4.27% | 143,494 | $7M | $50.32 | $4M | +71,918 | +100.5% | |
| 6 | AAPL | 3.62% | 22,538 | $6M | $271.85 | $2M | +7,496 | +49.8% | |
| 7 | SLV | 3.26% | 85,477 | $6M | $64.42 | -$485K | -55,930 | -39.5% | |
| 8 | NVDA | 3.18% | 28,854 | $5M | $186.50 | $482K | +2,596 | +9.9% | |
| 9 | BTC | 2.77% | 120,890 | $5M | $38.73 | — | +120,890 | — | NEW |
| 10 | QQQ | 2.42% | 6,655 | $4M | $614.33 | $860K | +1,277 | +23.7% | |
| 11 | AMZN | 2.38% | 17,412 | $4M | $230.82 | $361K | +753 | +4.5% | |
| 12 | ILF | 2.05% | 113,759 | $3M | $30.45 | $367K | +6,571 | +6.1% | |
| 13 | PSLV | 1.72% | 122,694 | $3M | $23.65 | $898K | -4,905 | -3.8% | |
| 14 | MO | 1.52% | 44,691 | $3M | $57.66 | $2M | +37,417 | +514.4% | |
| 15 | BITW | 1.50% | 43,161 | $3M | $58.76 | — | +43,161 | — | NEW |
| 16 | BMY | 1.47% | 45,996 | $2M | $53.94 | — | +45,996 | — | NEW |
| 17 | MEDP | 1.41% | 4,249 | $2M | $561.65 | $2M | +3,391 | +395.2% | |
| 18 | VOO | 1.37% | 3,697 | $2M | $627.16 | $384K | +537 | +17.0% | |
| 19 | WDC | 1.36% | 13,309 | $2M | $172.27 | — | +13,309 | — | NEW |
| 20 | HYG | 1.35% | 28,320 | $2M | $80.63 | — | +28,320 | — | NEW |
| 21 | LRCX | 1.33% | 13,176 | $2M | $171.18 | — | +13,176 | — | NEW |
| 22 | MPLX | 1.30% | 41,346 | $2M | $53.37 | — | +41,346 | — | NEW |
| 23 | ADBE | 1.28% | 6,172 | $2M | $349.99 | — | +6,172 | — | NEW |
| 24 | LQD | 1.23% | 18,932 | $2M | $110.19 | $1M | +13,185 | +229.4% | |
| 25 | ANET | 1.20% | 15,503 | $2M | $131.03 | -$116K | +769 | +5.2% | |
| 26 | UUP | 1.18% | 73,603 | $2M | $27.03 | — | +73,603 | — | NEW |
| 27 | UGA | 1.16% | 31,794 | $2M | $61.73 | -$1M | -16,103 | -33.6% | |
| 28 | GOOG | 1.01% | 5,456 | $2M | $313.82 | $384K | +1 | +0.0% | |
| 29 | GOOGL | 0.99% | 5,356 | $2M | $313.03 | $424K | +205 | +4.0% | |
| 30 | HYLB | 0.99% | 45,316 | $2M | $36.83 | $1M | +27,966 | +161.2% | |
| 31 | INSP | 0.89% | 16,230 | $1M | $92.23 | — | +16,230 | — | NEW |
| 32 | AAAU | 0.79% | 31,334 | $1M | $42.55 | $139K | — | — | |
| 33 | VIRT | 0.76% | 38,331 | $1M | $33.32 | — | +38,331 | — | NEW |
| 34 | VVX | 0.73% | 22,761 | $1M | $54.55 | — | +22,761 | — | NEW |
| 35 | SAM | 0.72% | 6,243 | $1M | $195.13 | $865K | +4,571 | +273.4% | |
| 36 | RSP | 0.70% | 6,216 | $1M | $191.56 | -$2M | -9,228 | -59.8% | |
| 37 | ATKR | 0.70% | 18,812 | $1M | $63.25 | — | +18,812 | — | NEW |
| 38 | AMLP | 0.67% | 24,255 | $1M | $47.02 | -$30K | -694 | -2.8% | |
| 39 | GBTC | 0.63% | 15,706 | $1M | $68.36 | -$458K | -1,353 | -7.9% | |
| 40 | VXUS | 0.59% | 13,160 | $993K | $75.44 | -$22K | -651 | -4.7% | |
| 41 | TIP | 0.54% | 8,290 | $911K | $109.90 | $191K | +1,819 | +28.1% | |
| 42 | MBB | 0.50% | 8,919 | $849K | $95.22 | $112K | +1,169 | +15.1% | |
| 43 | SPYM | 0.50% | 10,530 | $845K | $80.22 | $25K | +62 | +0.6% | |
| 44 | DNN | 0.48% | 306,826 | $816K | $2.66 | — | +306,826 | — | NEW |
| 45 | SEDG | 0.48% | 28,243 | $815K | $28.85 | -$207K | +620 | +2.2% | |
| 46 | TIGR | 0.48% | 85,116 | $814K | $9.56 | -$27K | +6,313 | +8.0% | |
| 47 | ETH | 0.47% | 28,400 | $797K | $28.06 | $416K | +18,677 | +192.1% | |
| 48 | SPOT | 0.45% | 1,311 | $761K | $580.71 | -$23K | +188 | +16.7% | |
| 49 | CLS | 0.45% | 2,563 | $758K | $295.61 | -$122K | -1,009 | -28.2% | |
| 50 | BITB | 0.43% | 15,352 | $730K | $47.56 | -$694K | -7,538 | -32.9% | |
| 51 | ITOT | 0.41% | 4,659 | $693K | $148.68 | $74K | +413 | +9.7% | |
| 52 | IYR | 0.40% | 7,270 | $683K | $93.89 | $311K | +3,447 | +90.2% | |
| 53 | PDD | 0.40% | 5,974 | $677K | $113.39 | — | +5,974 | — | NEW |
| 54 | SE | 0.40% | 5,295 | $675K | $127.57 | -$196K | +417 | +8.6% | |
| 55 | TDC | 0.39% | 21,435 | $652K | $30.44 | — | +21,435 | — | NEW |
| 56 | STNE | 0.38% | 43,016 | $636K | $14.79 | — | +43,016 | — | NEW |
| 57 | TME | 0.37% | 35,994 | $631K | $17.53 | — | +35,994 | — | NEW |
| 58 | COIN | 0.37% | 2,778 | $628K | $226.14 | -$216K | +278 | +11.1% | |
| 59 | ETHE | 0.36% | 24,722 | $602K | $24.37 | -$511K | -7,770 | -23.9% | |
| 60 | NIO | 0.33% | 110,782 | $565K | $5.10 | — | +110,782 | — | NEW |
| 61 | IJH | 0.33% | 8,555 | $565K | $66.00 | -$19K | -388 | -4.3% | |
| 62 | GSOL | 0.33% | 60,652 | $552K | $9.10 | — | +60,652 | — | NEW |
| 63 | XLP | 0.32% | 7,029 | $546K | $77.69 | $141K | +1,858 | +35.9% | |
| 64 | BRK-B | 0.32% | 1,086 | $546K | $502.65 | $25K | +49 | +4.7% | |
| 65 | RDVY | 0.32% | 7,843 | $545K | $69.47 | $55K | +568 | +7.8% | |
| 66 | XLU | 0.32% | 12,702 | $542K | $42.69 | $102K | +7,651 | +151.5% | |
| 67 | HOOD | 0.32% | 4,781 | $541K | $113.10 | -$85K | +413 | +9.5% | |
| 68 | META | 0.32% | 809 | $534K | $660.20 | -$59K | +1 | +0.1% | |
| 69 | BFH | 0.31% | 7,123 | $527K | $74.03 | — | +7,123 | — | NEW |
| 70 | REVG | 0.31% | 8,582 | $522K | $60.81 | — | +8,582 | — | NEW |
| 71 | CNR | 0.31% | 5,889 | $521K | $88.51 | $94K | +775 | +15.2% | |
| 72 | JBHT | 0.30% | 2,651 | $515K | $194.34 | — | +2,651 | — | NEW |
| 73 | FOX | 0.30% | 7,921 | $514K | $64.93 | — | +7,921 | — | NEW |
| 74 | PM | 0.30% | 3,187 | $511K | $160.42 | -$3K | +16 | +0.5% | |
| 75 | CMCSA | 0.30% | 17,039 | $509K | $29.89 | — | +17,039 | — | NEW |
| 76 | AMD | 0.29% | 2,317 | $496K | $214.16 | $146K | +150 | +6.9% | |
| 77 | EBAY | 0.28% | 5,509 | $480K | $87.10 | — | +5,509 | — | NEW |
| 78 | HD | 0.28% | 1,385 | $476K | $343.98 | -$83K | +5 | +0.4% | |
| 79 | IVE | 0.27% | 2,193 | $465K | $212.03 | -$90K | -494 | -18.4% | |
| 80 | VNT | 0.27% | 12,324 | $458K | $37.18 | — | +12,324 | — | NEW |
| 81 | VIPS | 0.27% | 25,527 | $452K | $17.69 | — | +25,527 | — | NEW |
| 82 | QQQM | 0.27% | 1,783 | $451K | $252.90 | $3K | -29 | -1.6% | |
| 83 | SUPN | 0.25% | 8,651 | $430K | $49.70 | — | +8,651 | — | NEW |
| 84 | POWI | 0.25% | 12,074 | $429K | $35.54 | — | +12,074 | — | NEW |
| 85 | IBM | 0.25% | 1,439 | $426K | $296.21 | $22K | +5 | +0.3% | |
| 86 | KR | 0.25% | 6,637 | $415K | $62.48 | $50K | +1,230 | +22.8% | |
| 87 | BTI | 0.24% | 7,257 | $411K | $56.62 | $29K | +59 | +0.8% | |
| 88 | TBIL | 0.24% | 8,116 | $405K | $49.88 | — | +8,116 | — | NEW |
| 89 | PLTR | 0.24% | 2,264 | $402K | $177.75 | -$23K | -69 | -3.0% | |
| 90 | STXF | 0.24% | 9,019 | $398K | $44.09 | $9K | +25 | +0.3% | |
| 91 | CRWD | 0.23% | 843 | $395K | $468.76 | -$14K | +8 | +1.0% | |
| 92 | EPI | 0.22% | 8,110 | $375K | $46.29 | $17K | — | — | |
| 93 | VGT | 0.22% | 483 | $364K | $753.51 | $43K | +54 | +12.6% | |
| 94 | IBIT | 0.21% | 7,142 | $355K | $49.65 | -$1M | -15,679 | -68.7% | |
| 95 | GLD | 0.20% | 849 | $336K | $396.31 | $88K | +150 | +21.5% | |
| 96 | GDX | 0.20% | 3,860 | $331K | $85.78 | -$280K | -4,133 | -51.7% | |
| 97 | XONA.DE | 0.20% | 2,751 | $331K | $120.34 | $15K | -54 | -1.9% | |
| 98 | BMNR | 0.19% | 12,131 | $329K | $27.15 | — | +12,131 | — | NEW |
| 99 | WMT | 0.19% | 2,904 | $324K | $111.40 | -$8K | -317 | -9.8% | |
| 100 | SSK | 0.19% | 16,725 | $319K | $19.06 | -$1M | -35,649 | -68.1% |