Fund Holdings — Wakefield Asset Management LLLP

Total Portfolio Value
$366.40M
Total Bought
$49.78M
Total Sold
$57.71M
Net Transaction
-$7.93M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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LAM RESEARCH CORP(LRCX)036,041+36,04104,8271.32%+4,827
VISTRA CORP(VST)018,847+18,84703,6931.01%+3,693
CORTEVA INC(CTVA)049,101+49,10103,3210.91%+3,321
HASBRO INC(HAS)7,03450,362+43,3285193,8201.04%+3,301
DIREXION SHS ETF TR
DAIL MA 7 1X ETF
0232,196+232,19603,1300.85%+3,130
TECHNIPFMC PLC(FTI)82,738117,779+35,0412,8494,6461.27%+1,797
ALLSTATE CORP(ALL)07,554+7,55401,6220.44%+1,622
ISHARES INC
CORE MSCI EMKT
155,108162,618+7,5109,31110,7202.93%+1,409
PAR PAC HOLDINGS INC(PARR)037,538+37,53801,3300.36%+1,330
RBC BEARINGS INC(RBC)5,7799,013+3,2342,2243,5180.96%+1,294
CNX RES CORP(CNX)039,757+39,75701,2770.35%+1,277
CAPITAL ONE FINL CORP(COF)11,38117,067+5,6862,4213,6280.99%+1,207
COURSERA INC(COUR)0101,597+101,59701,1900.32%+1,190
NEWMONT CORP(NEM)65,52159,353-6,1683,8175,0041.37%+1,187
TRIMAS CORP(TRS)030,521+30,52101,1790.32%+1,179
FIRST COMWLTH FINL CORP PA(FCF)068,055+68,05501,1600.32%+1,160
LENDINGCLUB CORP(HAPN)074,811+74,81101,1360.31%+1,136
WOLVERINE WORLD WIDE INC(WWW)039,955+39,95501,0960.30%+1,096
ALPHABET INC(GOOG)21,46820,070-1,3983,7834,8791.33%+1,096
PROSHARES TR
SHORT QQQ
158,103204,669+46,5665,3246,3531.73%+1,029
PROSHARES TR
SHORT FINAN NEW
031,248+31,24809770.27%+977
PIMCO MUN INCOME FD II(PML)104,730213,025+108,2957811,6860.46%+905
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
12,46027,047+14,5877451,6240.44%+878
NVIDIA CORPORATION(NVDA)30,30830,328+204,7885,6591.54%+870
VANECK ETF TRUST
GOLD MINERS ETF
34,01634,546+5301,7712,6390.72%+868
ISHARES TR135,802140,317+4,51515,21015,9794.36%+769
SCHWAB STRATEGIC TR151,485159,528+8,0434,5665,3231.45%+758
ISHARES BITCOIN TRUST ETF(IBIT)31,71139,716+8,0051,9412,5820.70%+641
SPDR SERIES TRUST
SP O&G EXPL PRO
2,5046,459+3,9553158540.23%+539
AES CORP(AES)306,293285,256-21,0373,2223,7541.02%+532
TTM TECHNOLOGIES INC(TTMI)36,76135,231-1,5301,5012,0290.55%+529
SPROTT ASSET MANAGEMENT LP(PSLV)81,78097,016+15,2361,0011,5230.42%+522
AXCELIS TECHNOLOGIES INC18,06718,091+241,2591,7660.48%+507
MCDONALDS CORP(MCD)01,485+1,48504510.12%+451
MARATHON PETE CORP(MPC)25,22023,849-1,3714,1894,5971.25%+407
PAYCHEX INC(PAYX)03,166+3,16604010.11%+401
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
18,64220,576+1,9341,6262,0130.55%+387
STANDARD MTR PRODS INC(SMP)37,18737,164-231,1421,5170.41%+375
NATIONAL VISION HLDGS INC(EYE)60,72260,545-1771,3971,7670.48%+370
ABRDN PLATINUM ETF TRUST5,0916,906+1,8156269870.27%+361
VERTIV HOLDINGS CO(VRT)29,52027,438-2,0823,7914,1391.13%+349
SPROTT ASSET MANAGEMENT LP(PHYS)76,02976,747+7181,9272,2730.62%+346
ABBVIE INC(ABBV)8,4498,229-2201,5681,9050.52%+337
APPLE INC(AAPL)6,0376,03701,2391,5370.42%+299
HCI GROUP INC7,5187,488-301,1441,4370.39%+293
VERACYTE INC(VCYT)38,88538,964+791,0511,3380.37%+287
ANNALY CAPITAL MANAGEMENT IN163,006165,669+2,6633,0753,3560.92%+281
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
26,13326,407+2744,7495,0091.37%+260
PHIBRO ANIMAL HEALTH CORP(PAHC)52,17039,328-12,8421,3321,5910.43%+259
JPMORGAN CHASE & CO.(JPM)21,10620,201-9056,1196,3721.74%+253
SCHWAB STRATEGIC TR187,873196,654+8,7814,3664,6151.26%+249
LEIDOS HOLDINGS INC(LDOS)18,87717,057-1,8202,9783,2230.88%+245
CORNING INC(GLW)9,7559,135-6205137490.20%+236
TRAVELERS COMPANIES INC(TRV)14,09914,323+2243,7723,9991.09%+227
MONARCH CASINO & RESORT INC(MCRI)11,97111,921-501,0351,2620.34%+227
CONSTRUCTION PARTNERS INC(ROAD)11,34611,277-691,2061,4320.39%+226
ALPHABET INC(GOOG)3,3393,33905928130.22%+221
ARMSTRONG WORLD INDS INC NEW(AWI)7,2007,057-1431,1701,3830.38%+214
VANGUARD INDEX FDS4,4884,492+42,5492,7510.75%+202
AZZ INC13,26513,263-21,2531,4470.40%+194
SSGA ACTIVE ETF TR
ST STR TOTAL ETF
83,86387,585+3,7223,3643,5530.97%+190
AMPHENOL CORP NEW43,79836,453-7,3454,3264,5111.23%+186
MYR GROUP INC DEL(MYRG)6,7916,795+41,2321,4140.39%+181
PEDIATRIX MEDICAL GROUP INC(MD)69,79169,905+1141,0021,1710.32%+169
ANI PHARMACEUTICALS INC(ANIP)17,10813,899-3,2091,1161,2730.35%+157
EXPEDIA GROUP INC(EXPE)3,4513,457+65827390.20%+157
ISHARES TR7,1747,020-1541,5481,6990.46%+150
AXOS FINANCIAL INC(AX)17,07817,040-381,2991,4420.39%+144
NUVEEN MUNICIPAL CREDIT INC(NZF)145,938149,855+3,9171,7401,8830.51%+143
BLACKROCK MUN INCOME TR176,480182,254+5,7741,6931,8320.50%+139
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
6,7156,989+2749511,0860.30%+135
INVESCO MUN OPPORTUNITY TR(VMO)185,274189,795+4,5211,7011,8350.50%+135
NUVEEN AMT FREE QLTY MUN INC159,419163,764+4,3451,7421,8660.51%+124
NUVEEN QUALITY MUNCP INCOME(NAD)153,670158,743+5,0731,7361,8570.51%+121
OSI SYSTEMS INC(OSIS)4,9844,972-121,1211,2390.34%+119
BLACKROCK MUNI INCOME TR II168,703173,248+4,5451,6941,8110.49%+117
WESTERN AST INFL LKD OPP & I(WIW)300,938309,501+8,5632,6362,7510.75%+115
TRUSTMARK CORP(TRMK)34,83534,781-541,2701,3770.38%+107
ARISTA NETWORKS INC(ANET)2,5742,479-952633610.10%+98
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
27,38628,507+1,1211,5371,6210.44%+84
MORGAN STANLEY(MS)19,14617,456-1,6902,6972,7750.76%+78
MICROSOFT CORP(MSFT)3,2643,26401,6241,6910.46%+67
WELLTOWER INC(WELL)2,7572,740-174244880.13%+64
ULTA BEAUTY INC(ULTA)80280203754380.12%+63
SCHWAB STRATEGIC TR32,78035,074+2,2946947570.21%+63
ISHARES INC85,77779,607-6,1703,9634,0241.10%+61
MUELLER WTR PRODS INC(MWA)40,52140,509-129741,0340.28%+60
ARCHROCK INC(AROC)42,15242,026-1261,0471,1060.30%+59
HURON CONSULTING GROUP INC(HURN)6,6426,626-169149720.27%+59
VANGUARD INTL EQUITY INDEX F6,2976,29708098680.24%+58
ENTERPRISE FINL SVCS CORP(EFSC)19,69219,718+261,0851,1430.31%+58
WESTERN ASST INFLTN LKD INM
COM SH BEN INT
107,848114,487+6,6399069640.26%+58
ISHARES INC8,8238,585-2386336880.19%+54
PEPSICO INC(PEP)6,2786,27808298820.24%+53
UIPATH INC(PATH)98,53698,172-3641,2611,3140.36%+52
OMNICOM GROUP INC(OMC)5,8325,761-714204700.13%+50
ISHARES TR9,3519,635+2849771,0260.28%+49
CATERPILLAR INC(CAT)55055002142620.07%+49
PHILLIPS 66(PSX)2,5682,56803063490.10%+43
EATON CORP PLC(ETN)1,8411,869+286576990.19%+42
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Wakefield Asset Management LLLP — 13F Holdings — Q3 2025 | TickerTrail