Fund HoldingsPMV Capital Advisers, LLC

Total Portfolio Value
$54.91M
Total Bought
$4.43M
Total Sold
$1.70M
Net Transaction
+$2.73M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ADVISORS INNER CIRCLE FD II
PMV ADAPTIVE RSK
496,039534,724+38,68515,25716,14929.41%+892
PROSHARES TR
PSHS ULT S&P 500
16,42341,877+25,4541,8422,4264.42%+584
PROSHARES TR II(AGQ)58,43458,282-1522,6913,2365.89%+544
ISHARES TR9,1679,671+5046,1356,62412.06%+489
SPDR GOLD TR(GLD)6,1816,441+2602,1972,5524.65%+355
PROSHARES TR
PSHS ULTRA QQQ
14,75033,288+18,5382,0242,3444.27%+320
ISHARES TR19,50122,546+3,0451,7431,9653.58%+222
PROSHARES TR
ULTRA ENERGY
012,924+12,92404660.85%+466
WISDOMTREE TR(WT)05,282+5,28201360.25%+136
DIREXION SHS ETF TR
DA 500 BU 3X ETF
4,4384,732+2949401,0441.90%+103
DELTA AIR LINES INC DEL(DAL)11,301+1,3000900.16%+90
APPLE INC(AAPL)3,9043,952+489941,0741.96%+80
MICRON TECHNOLOGY INC(MU)368480+112621370.25%+75
PROSHARES TR
ULTRA 20YR TRE
41,62647,678+6,0527197891.44%+70
SIMPLIFY EXCHANGE TRADED FUN
MANAGED FUTURES
125,226130,819+5,5933,5033,5666.49%+64
ALPHABET INC(GOOG)0120+1200380.07%+38
ADVANCED MICRO DEVICES INC(AMD)242342+10039730.13%+34
NEWMONT CORP(NEM)0317+3170320.06%+32
AMAZON COM INC(AMZN)721797+761581840.34%+26
ENTERPRISE PRODS PARTNERS L(EPD)0795+7950250.05%+25
LAM RESEARCH CORP(LRCX)0144+1440250.04%+25
THERMO FISHER SCIENTIFIC INC(TMO)040+400230.04%+23
DISNEY WALT CO(DIS)0188+1880210.04%+21
AKAMAI TECHNOLOGIES INC(AKAM)0228+2280200.04%+20
ENERGY TRANSFER L P(ET)01,159+1,1590190.03%+19
CITIGROUP INC(C)0160+1600190.03%+19
REGENERON PHARMACEUTICALS(REGN)024+240190.03%+19
ALPHABET INC(GOOG)0247+2470780.14%+78
INCYTE CORP(INCY)0172+1720170.03%+17
NETAPP INC(NTAP)0136+1360150.03%+15
EAST WEST BANCORP INC(EWBC)0120+1200140.02%+14
BLACKROCK INC(BLK)012+120130.02%+13
EXXON MOBIL CORP3,2623,162-1003683810.69%+13
BAKER HUGHES COMPANY(BKR)0277+2770130.02%+13
BECTON DICKINSON & CO(BDX)064+640120.02%+12
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
04,951+4,95102970.54%+297
DEVON ENERGY CORP NEW(DVN)0318+3180120.02%+12
HUNTINGTON BANCSHARES INC(HBAN)0660+6600110.02%+11
LAMAR ADVERTISING CO NEW(LAMR)089+890110.02%+11
YUM CHINA HLDGS INC(YUMC)0229+2290110.02%+11
TARGET CORP(TGT)0109+1090110.02%+11
MICROSOFT CORP(MSFT)0117+1170570.10%+57
COMCAST CORP NEW(CCZ)0340+3400100.02%+10
UNITED PARCEL SERVICE INC(UPS)0101+1010100.02%+10
APPLIED MATLS INC192192039490.09%+10
TYSON FOODS INC(TSN)0169+1690100.02%+10
ELEVANCE HEALTH INC FORMERLY(ELV)028+280100.02%+10
NXP SEMICONDUCTORS N V
COM
040+40090.02%+9
NIKE INC(NKE)0132+132080.02%+8
RIVIAN AUTOMOTIVE INC(RIVN)1,6141,614024320.06%+8
NEOS ETF TRUST
NEOS ENH INC 1-3
05,912+5,91202940.54%+294
SPDR SERIES TRUST
ST STR BLO 1 ETF
085+85080.01%+8
META PLATFORMS INC(META)7696+2056630.12%+8
GENERAL MLS INC(GIS)0148+148070.01%+7
PAYPAL HLDGS INC(PYPL)0108+108060.01%+6
APTIV PLC(APTV)064+64050.01%+5
SPDR S&P 500 ETF TR(SPY)06+6040.01%+4
SELECT SECTOR SPDR TR
ST STR FINL ETF
074+74040.01%+4
ISHARES TR035+35040.01%+4
BROADCOM INC(AVGO)228228075790.14%+4
WALMART INC(WMT)300300031330.06%+3
TESLA INC(TSLA)207207092930.17%+1
QUALCOMM INC(QCOM)211211035360.07%+1
NUVEEN MUN VALUE FD INC(NUV)2,2032,235+3220200.04%0
AURORA CANNABIS INC990000.00%-0
NVIDIA CORPORATION(NVDA)358358067670.12%-0
ISHARES PREFERRED & INCOME SECURITIES ETF10-100-0
STARBUCKS CORP(SBUX)347347029290.05%-0
ADOBE INC(ADBE)7373026260.05%-0
CONOCOPHILLIPS(COP)509509048480.09%-0
SELECTQUOTE INC COM3000-30010-1
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
05,907+5,90702990.54%+299
INTUIT(INTU)6060041400.07%-1
TEXAS INSTRS INC(TXN)0215+2150370.07%+37
COSTCO WHSL CORP NEW(COST)4545042390.07%-3
DIREXION SHS ETF TR
DLY 20 YR TRESUR
8,4138,892+4793383320.60%-6
UNITEDHEALTH GROUP INC(UNH)835851+162882810.51%-7
T-MOBILE US INC(TMUS)230230055470.09%-8
NETFLIX INC(NFLX)54540+48665510.09%-14
PROCTER AND GAMBLE CO(PG)2,0002,00003072870.52%-21
NOVO-NORDISK A S(NVO)05,301+5,30102700.49%+270
INVESCO QQQ TR4,2454,106-1392,5492,5224.59%-26
PROSHARES TR
ULTRAPRO QQQ
15,79430,138+14,3441,6331,5892.89%-44
DIREXION SHS ETF TR
DAIL FT EURO ETF
10,2825,647-4,6353752330.42%-142
AGF INVTS TR
US MARKET NETRL
204,763216,387+11,6243,2603,1145.67%-146
DIREXION SHS ETF TR
DAI MAR BUL ETF
5,0111,395-3,616256760.14%-179
VANGUARD S&P 500 ETF3650-3652240-224
PROSHARES TR
ULTR MSCI ETF
12,4718,031-4,4407445130.93%-231
PROSHARES TR
MSCI EMRG ETF
6,6072,100-4,5075071690.31%-338
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