Fund HoldingsMAINSTAY CAPITAL MANAGEMENT LLC /ADV

Total Portfolio Value
$1.30B
Total Bought
$243.04M
Total Sold
$242.37M
Net Transaction
+$672.7K
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ADVISORS INNER CIRCLE FD III
STRATEGAS MACRO
1,937,4552,931,969+994,51474,611115,1388.88%+40,527
ISHARES TR
MSCI USA VALUE
0267,154+267,154037,9872.93%+37,987
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
0156,035+156,035025,8551.99%+25,855
ISHARES SILVER TR(SLV)1,824,4791,955,792+131,313117,533133,26810.27%+15,735
EA SERIES TRUST
FREEDOM 100 EM
1,666,0421,823,216+157,17485,41899,6397.68%+14,221
ISHARES GOLD TR(IAU)1,453,4651,490,283+36,818117,978131,38310.13%+13,406
ABRDN PRECIOUS METALS BASKET053,826+53,826011,7730.91%+11,773
AMPLIFY ETF TR394,857648,665+253,80810,92619,2781.49%+8,353
VANECK ETF TRUST
JUNIOR GOLD MINE
94,293150,101+55,80810,72918,0181.39%+7,289
GRANITESHARES PLATINUM TR(PLTM)23,901364,495+340,5944726,8930.53%+6,421
ABRDN PALLADIUM ETF TRUST3,12047,737+44,6174546,4310.50%+5,977
TIDAL TRUST II
ROUNDHILL GENER
956,723997,326+40,60356,40861,6854.76%+5,276
SPDR INDEX SHS FDS
ST STR EU 50 ETF
070,231+70,23104,3600.34%+4,360
WISDOMTREE TR(WT)1,961,7871,989,162+27,375120,885125,1189.65%+4,233
GLOBAL X FDS
GLOBAL X SILVER
309,140327,390+18,25025,81929,4912.27%+3,672
VANECK ETF TRUST
GOLD MINERS ETF
294,868310,718+15,85025,29128,5152.20%+3,224
SPDR GOLD TR(GLD)35,41139,042+3,63114,03416,7991.30%+2,766
ABRDN SILVER ETF TRUST024,670+24,67001,7670.14%+1,767
EXXON MOBIL CORP30,92630,902-243,7225,2430.40%+1,521
LAM RESEARCH CORP(LRCX)30,14630,596+4505,1606,5370.50%+1,377
ASE TECHNOLOGY HLDG CO LTD(ASX)063,125+63,12501,3690.11%+1,369
VANGUARD INDEX FDS02,264+2,26401,3530.10%+1,353
VALE S A084,258+84,25801,3410.10%+1,341
FIRST TR EXCH TRD ALPHDX FD
DEV MRK EX US
015,348+15,34801,3340.10%+1,334
PROSHARES TR II(AGQ)09,731+9,73101,1630.09%+1,163
INVESCO EXCHANGE TRADED FD T
S&P SML600 GWT
019,654+19,65401,1200.09%+1,120
COPA HOLDINGS SA(CPA)09,149+9,14901,0390.08%+1,039
ISHARES TR09,343+9,34309920.08%+992
CVS HEALTH CORP(CVS)012,676+12,67609100.07%+910
PROSHARES TR II(AGQ)014,320+14,32008800.07%+880
APPLE INC(AAPL)8,57812,126+3,5482,3323,0770.24%+746
UNITED STS COMMODITY INDEX F(CPER)019,209+19,20906610.05%+661
CATERPILLAR INC(CAT)4,3164,400+842,4733,1170.24%+645
GLOBAL X FDS
GLOBAL X COPPER
08,010+8,01006120.05%+612
SPROTT FDS TR
NICKE MINER ETF
035,685+35,68505710.04%+571
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
1,853,4151,914,587+61,17280,88381,4476.28%+564
SOUTHERN CO(SO)042,202+42,20204,0730.31%+4,073
ONEOK INC NEW(OKE)024,960+24,96002,2560.17%+2,256
ISHARES TR07,145+7,14504060.03%+406
ISHARES TR03,847+3,84703870.03%+387
J P MORGAN EXCHANGE TRADED F
US QUALTY FCTR
06,296+6,29603860.03%+386
ISHARES TR
MSCI INTL VLU FT
08,673+8,67303440.03%+344
SPROTT ASSET MANAGEMENT LP(PSLV)17,12729,709+12,5824057250.06%+320
ALPHABET INC(GOOG)01,075+1,07503090.02%+309
INVESCO EXCHANGE TRADED FD T
ZACKS MID CAP
02,793+2,79303080.02%+308
INVESCO EXCHANGE TRADED FD T
S&P500 PUR VAL
02,729+2,72902930.02%+293
MCKESSON CORP(MCK)4,4064,468+623,6143,8660.30%+252
SLB LIMITED(SLB)04,907+4,90702520.02%+252
ALPS ETF TR
ALERIAN MLP
053,029+53,02902,7910.22%+2,791
INVESCO EXCH TRADED FD TR II17,31128,783+11,4723756020.05%+227
NEXTERA ENERGY INC(NEE)02,429+2,42902260.02%+226
ISHARES TR01,950+1,95002170.02%+217
ISHARES GOLD TR(IAU)04,549+4,54902120.02%+212
EXCHANGE TRADED CONCEPTS TRU096,619+96,61905,0310.39%+5,031
VICTORY PORTFOLIOS II
SHORT TRM BD ETF
14,69918,480+3,7817479350.07%+187
ALTRIA GROUP INC(MO)21,82921,675-1541,2591,4300.11%+172
AMGEN INC(AMGN)4,9435,041+981,6181,7740.14%+156
UNIFIED SER TR
ABSLUTE SELCT VL
74,46074,506+462,6692,8130.22%+143
AMERICAN ELEC PWR CO INC14,00413,366-6381,6151,7520.14%+137
NOMURA ETF TR31,68431,178-5061,2741,4060.11%+132
ISHARES TR9,95711,054+1,0979561,0740.08%+118
APPLIED MATLS INC1,4701,430-403784890.04%+111
COCA COLA CO(KO)16,56616,56601,1581,2600.10%+102
WASTE MGMT INC DEL(WM)9,2459,270+252,0312,1300.16%+99
J P MORGAN EXCHANGE TRADED F
INTL BD OPP ETF
013,865+13,86506630.05%+663
TEXAS INSTRS INC(TXN)08,247+8,24701,6010.12%+1,601
WISDOMTREE TR(WT)5,8495,84908439280.07%+84
COLUMBIA ETF TR I
DIVERSIFID FXD
27,82132,909+5,0885115950.05%+84
INVESCO EXCH TRADED FD TR II4,9276,558+1,6312413250.03%+83
LOCKHEED MARTIN CORP(LMT)67667603274090.03%+82
MONOLITHIC PWR SYS INC(MPWR)450443-74084840.04%+76
INVESCO ACTIVELY MANAGED EXC
TOTAL RETURN
9,73711,472+1,7354625370.04%+76
INVESCO EXCH TRADED FD TR II3,8335,093+1,2602132870.02%+74
KINDER MORGAN INC DEL(KMI)10,46810,46802883510.03%+63
ATMOS ENERGY CORP(ATO)3,4573,45705796390.05%+59
MERCK & CO INC(MRK)3,4143,41403594110.03%+51
FORTINET INC(FTNT)9,72810,029+3017738200.06%+47
NETFLIX INC.(NFLX)014,341+14,34101,3790.11%+1,379
OREILLY AUTOMOTIVE INC(ORLY)014,794+14,79401,3660.11%+1,366
ISHARES TR09,006+9,00603,2110.25%+3,211
ENTERPRISE PRODS PARTNERS L(EPD)7,8957,681-2142532910.02%+38
CISCO SYS INC(CSCO)34,73934,890+1512,6762,7070.21%+31
DOMINION ENERGY INC(D)7,9597,95904664920.04%+26
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
06,650+6,65009640.07%+964
TAIWAN SEMICONDUCTOR MANUFAC(TSM)1,3101,248-623984220.03%+24
BANK NEW YORK MELLON CORP12,60612,527-791,4631,4860.11%+23
BROADCOM INC(AVGO)1,3081,486+1784534600.04%+7
SCHWAB STRATEGIC TR9,6949,69402762820.02%+6
ISHARES TR2,1642,16402382390.02%+1
T-MOBILE US INC(TMUS)1,0721,038-342182180.02%0
ISHARES TR1,7581,744-144334330.03%-0
ALPHA METALLURGICAL RESOUR I1,3261,286-402652640.02%-1
VANECK ETF TRUST
PREFERRED SECURT
12,67012,67002242220.02%-2
PIMCO ETF TR
ACTIVE BD ETF
2,5462,54602372350.02%-2
ARCH CAP GROUP LTD
ORD
2,4032,378-252302280.02%-2
ISHARES TR2,8262,82602282250.02%-3
THE CIGNA GROUP(CI)866879+132382340.02%-4
INVESCO EXCH TRADED FD TR II
SR LN ETF
10,38710,38702182120.02%-6
ETFIS SER TR I
VIRTUS REAVES UT
02,639+2,63902110.02%+211
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
22,30322,153-1501,6741,6660.13%-8
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