Fund Holdings — MAINSTAY CAPITAL MANAGEMENT LLC /ADV

Total Portfolio Value
$2.03B
Total Bought
$1.43B
Total Sold
$463.73M
Net Transaction
+$962.51M
Filing Period:
Securities
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SharesValue ($K)
Q1 2025
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Q2 2025
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Change
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Q1 2025
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Q2 2025
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Weight (%)
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Change
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SPDR INDEX SHS FDS
ST STR EU 50 ETF
1,203,5954,158,074+2,954,47965,488248,36212.25%+182,874
INVESCO EXCH TRADED FD TR II1,256,9272,628,653+1,371,726115,604295,64514.58%+180,040
WISDOMTREE TR(WT)03,393,983+3,393,9830160,0607.89%+160,060
AMERICAN CENTY ETF TR3,5691,246,969+1,243,400334136,0696.71%+135,735
EXCHANGE TRADED CONCEPTS TRU1,862,3174,148,956+2,286,63986,654201,2249.92%+114,571
SPDR SERIES TRUST
SST SPDR BLOOMBE
03,413,828+3,413,8280111,2575.49%+111,257
ISHARES GOLD TR(IAU)10,9061,329,143+1,318,23764382,8854.09%+82,242
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
977558,008+557,03111171,7773.54%+71,665
SPDR SERIES TRUST
ST STR P500GRW
562,9071,086,545+523,63845,241103,5695.11%+58,329
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
667,6781,345,602+677,92444,29495,8884.73%+51,594
J P MORGAN EXCHANGE TRADED F
INTL BD OPP ETF
5,185928,901+923,71624845,1632.23%+44,915
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
193,080307,436+114,35637,26869,8193.44%+32,551
ETFIS SER TR I
VIRTUS REAVES UT
0262,572+262,572019,8500.98%+19,850
ISHARES TR0134,762+134,762014,8800.73%+14,880
SPDR GOLD TR(GLD)8,65543,316+34,6612,49413,2040.65%+10,710
NVIDIA CORPORATION(NVDA)32,58963,492+30,9033,53210,0310.49%+6,499
ISHARES SILVER TR(SLV)8,978172,801+163,8232785,6700.28%+5,391
SIMPLIFY EXCHANGE TRADED FUN
COMM ST NO K ETF
15162,454+162,43904,5670.23%+4,566
PALANTIR TECHNOLOGIES INC(PLTR)22,28945,522+23,2331,8816,2060.31%+4,324
SOUTHERN CO(SO)41,09385,744+44,6513,7787,8740.39%+4,095
JPMORGAN CHASE & CO.(JPM)11,44822,918+11,4702,8086,6440.33%+3,836
ALPHABET INC(GOOG)18,73237,930+19,1982,9276,7280.33%+3,802
LAM RESEARCH CORP(LRCX)28,58459,216+30,6322,0785,7640.28%+3,686
TRANSDIGM GROUP INC(TDG)2,1474,372+2,2252,9706,6480.33%+3,678
MCKESSON CORP(MCK)3,5458,242+4,6972,3866,0400.30%+3,654
INTERNATIONAL BUSINESS MACHS(IBM)9,52419,212+9,6882,3685,6630.28%+3,295
EXCHANGE TRADED CONCEPTS TRU2,400,5052,537,778+137,27394,26897,5524.81%+3,284
MICROSOFT CORP(MSFT)5,07210,388+5,3161,9045,1680.25%+3,264
EXXON MOBIL CORP28,81861,070+32,2523,4276,5830.32%+3,156
PHILIP MORRIS INTL INC(PM)15,42129,916+14,4952,4485,4490.27%+3,001
CISCO SYS INC(CSCO)37,88075,841+37,9612,3385,2620.26%+2,924
GOLDMAN SACHS GROUP INC(GS)3,3086,613+3,3051,8074,6800.23%+2,873
ALPS ETF TR
ALERIAN MLP
54,378114,918+60,5402,8245,6150.28%+2,791
ISHARES TR11,59618,630+7,0343,5576,3260.31%+2,769
AMAZON COM INC(AMZN)10,46821,686+11,2181,9924,7580.23%+2,766
CONSTELLATION ENERGY CORP(CEG)5,64411,500+5,8561,1383,7120.18%+2,574
UNIFIED SER TR
ABSLUTE SELCT VL
78,265152,812+74,5472,6675,2390.26%+2,572
GRAYSCALE BITCOIN TRUST ETF(GBTC)24,04848,096+24,0481,5674,0800.20%+2,513
OREILLY AUTOMOTIVE INC(ORLY)027,210+27,21002,4520.12%+2,452
TEXAS INSTRS INC(TXN)9,83220,105+10,2731,7674,1740.21%+2,407
ARES CAPITAL CORP(ARCC)106,408214,528+108,1202,3584,7110.23%+2,353
PROCTER AND GAMBLE CO(PG)14,99930,508+15,5092,5564,8600.24%+2,304
TELEFONICA S A(TEFOF)391,043780,285+389,2421,8224,0810.20%+2,259
NETFLIX INC(NFLX)1,2442,518+1,2741,1603,3720.17%+2,212
VISA INC(V)5,87412,020+6,1462,0594,2680.21%+2,209
BANK NEW YORK MELLON CORP024,004+24,00402,1870.11%+2,187
PRUDENTIAL FINL INC(PFH)19,27540,171+20,8962,1534,3160.21%+2,163
META PLATFORMS INC(META)2,2224,534+2,3121,2813,3470.17%+2,066
WASTE MGMT INC DEL(WM)8,08717,110+9,0231,8723,9150.19%+2,043
WISDOMTREE TR(WT)49,51099,020+49,5101,7333,6200.18%+1,887
CATERPILLAR INC(CAT)4,0338,232+4,1991,3303,1960.16%+1,866
ONEOK INC NEW(OKE)27,56956,252+28,6832,7354,5920.23%+1,856
APPLE INC(AAPL)9,14818,540+9,3922,0323,8040.19%+1,772
ETHAN ALLEN INTERIORS INC(ETD)57,688118,187+60,4991,5983,2920.16%+1,694
WELLS FARGO CO NEW(WFC)18,19937,052+18,8531,3072,9690.15%+1,662
SALESFORCE INC(CRM)5,57311,534+5,9611,4963,1450.16%+1,650
SMURFIT WESTROCK PLC(SW)37,13775,437+38,3001,6733,2550.16%+1,582
AMERICAN ELEC PWR CO INC15,38431,338+15,9541,6813,2520.16%+1,571
AMGEN INC(AMGN)4,98010,319+5,3391,5522,8810.14%+1,330
HP INC(HPQ)59,614121,128+61,5141,6512,9630.15%+1,312
CANADIAN NAT RES LTD(CNQ)39,32178,672+39,3511,2112,4700.12%+1,259
ALTRIA GROUP INC(MO)19,90540,726+20,8211,1952,3880.12%+1,193
COCA COLA CO(KO)16,56633,262+16,6961,1862,3530.12%+1,167
ISHARES TR8,82920,728+11,8997221,8530.09%+1,131
ELI LILLY & CO(LLY)1,4432,948+1,5051,1922,2970.11%+1,105
FORTINET INC(FTNT)8,17316,816+8,6437871,7780.09%+991
INVESCO ACTIVELY MANAGED EXC
VAR RATE INVT
25,05163,270+38,2196281,5850.08%+957
FORD MTR CO(F)59,150124,788+65,6385931,3540.07%+761
VICTORY PORTFOLIOS II
SHORT TRM BD ETF
9,26423,208+13,9444691,1790.06%+710
WISDOMTREE TR(WT)5,84911,698+5,8496441,3370.07%+692
VANGUARD INDEX FDS1,1762,352+1,1764361,0310.05%+595
SPDR S&P 500 ETF TR(SPY)1,0991,938+8396151,1970.06%+583
INVESCO QQQ TR9191,810+8914319980.05%+568
ATMOS ENERGY CORP(ATO)3,4576,914+3,4575341,0660.05%+531
SOFI TECHNOLOGIES INC(SOFI)19,25941,216+21,9572247510.04%+527
KKR & CO INC(KKR)3,1486,594+3,4463648770.04%+513
ISHARES TR2,0944,206+2,1124189080.04%+490
ISHARES TR02,046+2,04604880.02%+488
GENERAL MTRS CO(GM)9,45118,952+9,5014449330.05%+488
CROWDSTRIKE HLDGS INC(CRWD)0920+92004690.02%+469
APPLIED MATLS INC02,510+2,51004600.02%+460
FIRST SOLAR INC(FSLR)02,754+2,75404560.02%+456
DOMINION ENERGY INC(D)7,95915,918+7,9594469000.04%+453
GRAYSCALE BITCOIN MINI TR ET(BTC)09,418+9,41804500.02%+450
SCHWAB STRATEGIC TR17,29234,008+16,7163828310.04%+449
ORACLE CORP(ORCL)01,884+1,88404120.02%+412
GOLDMAN SACHS ETF TR04,734+4,73404050.02%+405
NOVO-NORDISK A S(NVO)05,838+5,83804030.02%+403
GRAYSCALE ETHEREUM TRUST ETF(ETHE)14,47428,948+14,4742206040.03%+384
ISHARES TR3,3856,770+3,3852746560.03%+382
KINDER MORGAN INC DEL(KMI)15,21527,658+12,4434348130.04%+379
INVESCO ACTIVELY MANAGED EXC
TOTAL RETURN
7,52015,340+7,8203537190.04%+366
MONOLITHIC PWR SYS INC(MPWR)372794+4222165810.03%+365
ARCH CAP GROUP LTD
ORD
03,986+3,98603630.02%+363
PUBLIC SVC ENTERPRISE GRP IN(PEG)3,9867,960+3,9743286700.03%+342
JOHNSON & JOHNSON(JNJ)2,4534,892+2,4394077470.04%+340
SCHLUMBERGER LTD(SLB)09,788+9,78803310.02%+331
DELTA AIR LINES INC DEL(DAL)5,19911,134+5,9352275480.03%+321
WASTE CONNECTIONS INC(WCN)1,5473,320+1,7733026200.03%+318
GE AEROSPACE(GE)01,234+1,23403180.02%+318
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MAINSTAY CAPITAL MANAGEMENT LLC /ADV — 13F Holdings — Q2 2025 | TickerTrail