Fund Holdings — Cutter & CO Brokerage, Inc.

Total Portfolio Value
$0
Total Bought
$0
Total Sold
$422.66M
Net Transaction
-$422.66M
Filing Period:
Securities
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SharesValue ($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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N/A00000—0
SENSEONICS HOLDINGS INC(SENS)10,0000-10,00070—-7
CARPARTS COM INC NEW
COM
14,5000-14,500150—-14
NERDY INC(NRDY)11,0000-11,000160—-16
ATLASCLEAR HLDGS INC NEW(ATCH)48,5400-48,540330—-33
VENTYX BIOSCIENCES INC54,0000-54,000620—-62
PROSPECT CAPITAL CORP(PSEC)16,4650-16,465680—-68
QUICKLOGIC CORP(QUIK)14,2750-14,275730—-73
INTELLICHECK INC(IDN)25,5000-25,500770—-77
HERON THERAPEUTICS INC(HRTX)36,4650-36,465800—-80
AMARIN CORPORATION PLC230,0200-230,0201040—-104
VIVOS THERAPEUTICS INC49,1000-49,1001400—-140
BLACKROCK CR ALLOC INCM14,8010-14,8011590—-159
UNITED RENTALS INC(URI)3200-3202010—-201
INVESCO S P SR LN ETF
SR LN ETF
9,8000-9,8002030—-203
INVESCO LTD(IVZ)13,4430-13,4432040—-204
EMCOR GROUP INC(EME)5570-5572060—-206
DANAHER CORP(DHR)1,0060-1,0062060—-206
UNITED PARCEL SERVICE B(UPS)1,8890-1,8892080—-208
SPROTT PHYSICAL GOLD(CEF)7,3500-7,3502090—-209
FIRST TR GLOBL TACTL ETF
FST TR GLB FD
8,2670-8,2672110—-211
NATWEST GRP PLC ADR(NWG)17,9630-17,9632140—-214
FIRST TR RBA AMERN ETF
RBA INDL ETF
3,1410-3,1412140—-214
GRAYSCALE BITCOIN TR ETF(GBTC)3,3000-3,3002150—-215
ISHS N AMERN TCH SFT ETF2,4470-2,4472180—-218
CADENCE DESIGN SYS INC(CDNS)8590-8592180—-218
WARNER BROS DISCOVERY(WBD)20,4080-20,4082190—-219
NETFLIX COM INC(NFLX)2390-2392230—-223
FIRST TRUST NASDAQ ETF
NASDQ CLN EDGE
2,0260-2,0262290—-229
INVESCO ULTRA SHORT ETF
ULTRA SHRT DUR
4,6000-4,6002310—-231
PRUDENTIAL FINANCIAL INC(PFH)2,0830-2,0832330—-233
DELL TECH INC CL C(DELL)2,6030-2,6032370—-237
MICRON TECHNOLOGY INC(MU)2,7330-2,7332370—-237
VANGUARD TOTL STK MK ETF8670-8672380—-238
TAPESTRY INC(TPR)3,3970-3,3972390—-239
SCHLUMBERGER LTD(SLB)5,8240-5,8242430—-243
ASML HOLDING NV
N Y REGISTRY SHS
3680-3682440—-244
RESTAURANT BRANDS(QSR)3,7510-3,7512500—-250
CATERPILLAR INC(CAT)7720-7722550—-255
SW SEED COMPANY37,1750-37,1752590—-259
VANGUARD TOTAL BOND ETF3,5570-3,5572610—-261
UBER TECHNOLOGIES INC(UBER)3,6100-3,6102630—-263
ACCENTURE PLC IRELAND
SHS CLASS A
8450-8452640—-264
QUANTUM COMPUTING INC(QUBT)33,5700-33,5702690—-269
COCA COLA COMPANY(KO)3,7760-3,7762700—-270
VANGUARD TOTAL INTL ETF4,4220-4,4222750—-275
LEIDOS HOLDINGS INC(LDOS)2,0360-2,0362750—-275
EXELON CORPORATION(EXC)5,9650-5,9652750—-275
IQVIA HLDGS INC(IQV)1,5740-1,5742770—-277
ENOVIX CORP(ENVX)38,5400-38,5402830—-283
ROYCE SMALL CAP TR INC(RVT)19,9700-19,9702840—-284
ROADZEN INC(RDZN)276,2000-276,2002870—-287
INVESCO BEARISH FUND ETF(UDN)16,5250-16,5252900—-290
GE AEROSPACE(GE)1,4710-1,4712940—-294
FORD MOTOR COMPANY(F)29,6870-29,6872980—-298
AMERICAN ELECTRIC POWER2,8300-2,8303090—-309
METLIFE INC(MET)3,8860-3,8863120—-312
JPMORGAN EQUITY ETF
EQUITY PREMIUM
5,5690-5,5693180—-318
CUMMINS INC(CMI)1,0630-1,0633330—-333
BUNGE GLOBAL SA(BG)4,4640-4,4643410—-341
WELLS FARGO CO NEW(WFC)4,8030-4,8033450—-345
ARISTA NETWORKS INC NEW(ANET)4,5790-4,5793550—-355
ABRDN PRECIOUS MTLS ETF2,7650-2,7653580—-358
SOUTHERN COMPANY(SO)3,9590-3,9593640—-364
NXP SEMICONDUCTORS NV
COM
1,9180-1,9183650—-365
EOS ENERGY ENTERPRISES(EOSE)96,7400-96,7403660—-366
QUANTA SVCS INC1,4410-1,4413660—-366
FISERV INC(FISV)1,6850-1,6853720—-372
HONEYWELL INTERNATIONAL(HON)1,7780-1,7783760—-376
THERMO FISHER SCI INC(TMO)7680-7683820—-382
FIRST TR RISING DIV ETF
RISNG DIVD ACHIV
6,7580-6,7583960—-396
WASTE MGMT INC DEL(WM)1,7210-1,7213980—-398
FIRST TR NASDAQ ETF
NASDAQ TRANSN
13,4200-13,4203980—-398
HSBC HOLDINGS PLC SPONS(HSBC)7,1220-7,1224090—-409
SPDR GOLD TRUST(GLD)1,4240-1,4244100—-410
EXXON MOBIL CORP3,4580-3,4584110—-411
CORNING INC(GLW)9,0210-9,0214130—-413
VANGUARD S P 500 VAL ETF2,3290-2,3294290—-429
KLA CORP(KLAC)6310-6314300—-430
GENASYS INC(GNSS)198,4000-198,4004500—-450
KRAFT HEINZ CO(KHC)15,1050-15,1054600—-460
COSTCO WHSL CORP NEW(COST)4900-4904630—-463
CROWDSTRIKE HLDGS(CRWD)1,3160-1,3164640—-464
FIRST TR DORSEY ETF
DORSEY WRT 5 ETF
8,4610-8,4614640—-464
HEWLETT PACKARD(HPE)30,1890-30,1894660—-466
ORACLE CORP(ORCL)3,3430-3,3434670—-467
VANGUARD DIV APPREC ETF2,4240-2,4244700—-470
TRUIST FINL CORP(TFC)11,6530-11,6534800—-480
GABELLI DIVIDEND
COM
21,9120-21,9125290—-529
OMEGA HEALTHCARE INVS(OHI)14,0460-14,0465350—-535
PHILIP MORRIS INTL INC(PM)3,4000-3,4005400—-540
ISHARES TIP BOND ETF4,8770-4,8775420—-542
CHUBB LTD
COM
1,8060-1,8065450—-545
JOHNSON JOHNSON(JNJ)3,3330-3,3335530—-553
AMGEN INC(AMGN)1,7830-1,7835550—-555
ISHARES U S TECHNOLOGY ETF4,0800-4,0805730—-573
NEXTERA ENERGY INC(NEE)8,3510-8,3515920—-592
MCDONALDS CORP(MCD)1,9130-1,9135970—-597
CIGNA GROUP(CI)1,8520-1,8526100—-610
BANK OF AMERICA CORP14,7660-14,7666160—-616
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Cutter & CO Brokerage, Inc. — 13F Holdings — Q2 2025 | TickerTrail