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GPTY

YieldMax AI & Tech Portfolio Option Income ETF
1W: -1.0% 1M: -3.2% 3M: -11.9% YTD: -8.7% 1Y: +12.5%
$36.76
-0.80 (-2.13%)
After Hours: $37.23 (+0.48, +1.29%)
ETF AMEX · AUM $50.5M
ETF-Level Metrics
AUM$50M
Holdings73
Top 10 Wt54.5%
Beta1.98
% Profitable24%
Coverage99%
Portfolio Valuation
P/E10.1
P/B3.2
P/S3.8
EV/EBITDA18.0
P/FCF15.8
PEG0.28
Profitability & Returns
Gross Margin60.2%
Net Margin38.0%
ROE36.1%
ROA22.3%
ROIC41.7%
Div Yield0.47%
Leverage & Liquidity
Debt/Equity0.25
Debt/Assets0.16
Net Debt/EBITDA-0.5x
Interest Cov138.0x
Current Ratio2.26
Quick Ratio2.09
Growth (YoY)
Revenue+23.2%
Net Income+41.7%
EPS+42.1%
FCF+24.9%
EBITDA+41.2%
Rev CAGR 3Y+27.6%
Quality Scores
Piotroski F6.4
Altman Z24.14
IS Quality75.4
IS Overall59.2
IS Value36.8
Median P/E26.8

Sector Breakdown

5 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 18 73.7% -9.0
Communication Services 2 11.1% 26.1
Consumer Cyclical 2 8.4% 170.8
Financial Services 2 6.1% -11.0
Other 50 0.6%

Smart Money Overlap

6 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
INTC Intel Corporation 5.52% 4 Bullish 2 3 -3.8%
AVGO Broadcom Inc. 4.46% 4 Bullish 1 11 -3.5%
MSFT Microsoft Corporation 3.95% 4 Bullish 1 23 -5.0%
IBM International Business Machines Corporation 3.93% 4 Bullish 10 8 +1.0%
CRM Salesforce, Inc. 2.23% 4 Bullish 4 5 +0.2%
NOW ServiceNow, Inc. 1.78% 4 Bullish 2 11 +2.2%
Showing 50 of 74 holdings · Page 1 of 2
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 NVIDIA Corp NVDA 7.45% $4.7M 25,895 35.0 $4.2T Technology
2 Alphabet Inc GOOGL 6.67% $4.2M 13,590 27.5 $3.6T Communication Services
3 Palantir Technologies Inc PLTR 5.87% $3.7M 24,101 221.3 $345.3B Technology
4 Taiwan Semiconductor Manufacturing Co Ltd TSM 5.80% $3.6M 10,718 27.8 $1.7T Technology
5 Intel Corp INTC 5.52% $3.5M 76,961 -797.9 $219.1B Technology
6 Apple Inc AAPL 4.83% $3.0M 12,133 31.1 $3.6T Technology
7 Advanced Micro Devices Inc AMD 4.79% $3.0M 15,053 75.7 $328.3B Technology
8 Tesla Inc TSLA 4.68% $2.9M 7,469 313.4 $1.4T Consumer Cyclical
9 Broadcom Inc AVGO 4.46% $2.8M 8,860 59.0 $1.5T Technology
10 Meta Platforms Inc META 4.43% $2.8M 4,514 24.8 $1.5T Communication Services
11 Microsoft Corp MSFT 3.95% $2.5M 6,321 23.8 $2.8T Technology
12 International Business Machines Corp IBM 3.93% $2.5M 9,789 21.4 $226.8B Technology
13 Amazon.com Inc AMZN 3.74% $2.3M 11,167 28.3 $2.2T Consumer Cyclical
14 Arista Networks Inc ANET 3.65% $2.3M 16,842 47.0 $165.2B Technology
15 MARVELL TECHNOLOGY INC MRVL 3.63% $2.3M 26,006 27.9 $76.9B Technology
16 Oracle Corp ORCL 3.46% $2.2M 14,184 26.4 $430.3B Technology
17 QUALCOMM Inc QCOM 3.33% $2.1M 16,013 25.9 $138.7B Technology
18 HUT 8 CORP HUT 3.30% $2.1M 41,939 -15.6 $5.3B Financial Services
19 Snowflake Inc SNOW 3.28% $2.1M 11,889 -43.2 $57.5B Technology
20 CoreWeave Inc CRWV 3.05% $1.9M 23,118 -30.4 $42.8B Technology
21 Cipher Digital Inc CIFR 2.81% $1.8M 120,071 -6.5 $5.7B Financial Services
22 C3.ai Inc AI 2.74% $1.7M 199,436 -2.7 $1.2B Technology
23 Salesforce Inc CRM 2.23% $1.4M 7,211 24.5 $183.1B Technology
24 ServiceNow Inc NOW 1.78% $1.1M 9,838 65.6 $115.5B Technology
25 Cash & Other Cash 0.75% $469,479 469,479
26 First American Government Obligations Fund 12/01/2031 Swap FGXXX 0.46% $287,989 287,989
27 CIFR US 03/20/26 C14.5 Private CIFR 260320C00014500 0.12% $74,400 1,200
28 CRWV US 03/20/26 C87 Private CRWV 260320C00087000 0.04% $22,638 231
29 C3.AI I CLL OPT 03/26 9.500 Private AI 260327C00009500 0.04% $22,931 1,994
30 ANET US 03/20/26 C140 Private ANET 260320C00140000 0.03% $16,884 168
31 ORACLE C CLL OPT 03/26 167.500 Private ORCL 260327C00167500 0.02% $12,267 141
32 HUT US 03/20/26 C55 Private HUT 260320C00055000 0.02% $13,618 419
33 MRVL US 03/20/26 C94 Private MRVL 260320C00094000 0.01% $3,770 260
34 META US 03/27/26 C650 Private META 260327C00650000 0.01% $9,090 45
35 MICROSOF CLL OPT 03/26 410 Private MSFT 260327C00410000 0.01% $6,394 63
36 APPLE IN CLL OPT 03/26 262.500 Private AAPL 260327C00262500 0.01% $6,352 121
37 GOOGL US 03/20/26 C317.5 Private GOOGL 260320C00317500 0.01% $4,252 135
38 INTC US 03/20/26 C50 Private INTC 260320C00050000 0.01% $7,306 769
39 PLTR US 03/20/26 C160 Private PLTR 260320C00160000 0.01% $7,712 241
40 NOW US 03/20/26 C123 Private NOW 260320C00123000 —% $1,715 98
41 QCOM US 03/20/26 C140 Private QCOM 260320C00140000 —% $880 160
42 AVGO US 03/20/26 C345 Private AVGO 260320C00345000 —% $572 88
43 AVGO US 03/20/26 C335 Private AVGO 260320C00335000 —% $-2,464 -88
44 TSM US 03/20/26 C360 Private TSM 260320C00360000 —% $2,033 107
45 NVDA US 03/20/26 C195 Private NVDA 260320C00195000 —% $1,161 258
46 TSLA US 03/20/26 C420 Private TSLA 260320C00420000 —% $851 74
47 AMZN US 03/20/26 C222.5 Private AMZN 260320C00222500 —% $888 111
48 SNOW US 03/20/26 C197.5 Private SNOW 260320C00197500 —% $2,124 118
49 SNOW US 03/20/26 C187.5 Private SNOW 260320C00187500 —% $-2,478 -118
50 AMD US 03/20/26 C217.5 Private AMD 260320C00217500 —% $1,425 150

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