Fund Holdings — Three Seasons Wealth, LLC

Total Portfolio Value
$1.01B
Total Bought
$210.07M
Total Sold
$127.82M
Net Transaction
+$82.24M
Filing Period:
Securities
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SharesValue ($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 (%)
▲▼
Change
▲▼
TESLA INC(TSLA)660,913661,271+358209,946294,08029.20%+84,135
APPLE INC(AAPL)492,999492,731-268101,149125,46412.46%+24,316
ISHARES TR069,315+69,31508,7780.87%+8,778
ISHARES TR0270,687+270,68708,7320.87%+8,732
ISHARES TR083,169+83,16908,7160.87%+8,716
ISHARES TR1,68245,860+44,1782918,9820.89%+8,691
SPDR SERIES TRUST
ST STR BLO 1 ETF
083,107+83,10707,6250.76%+7,625
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
5,970150,545+144,5753037,6370.76%+7,335
GOLDMAN SACHS ETF TR4,043148,310+144,2672047,5190.75%+7,315
PROSHARES TR
PSHS ULT S&P 500
050,613+50,61305,6750.56%+5,675
BROADCOM INC(AVGO)2,10314,723+12,6205804,8570.48%+4,278
ORACLE CORP(ORCL)11,75221,832+10,0802,5696,1400.61%+3,571
NVIDIA CORPORATION(NVDA)017,633+17,63303,2900.33%+3,290
IDEXX LABS INC(IDXX)05,126+5,12603,2750.33%+3,275
PALANTIR TECHNOLOGIES INC(PLTR)1,98415,211+13,2272702,7750.28%+2,504
ARISTA NETWORKS INC(ANET)017,041+17,04102,4830.25%+2,483
GE VERNOVA INC(GEV)4924,041+3,5492602,4850.25%+2,224
MICROSOFT CORP(MSFT)88,58088,881+30144,06146,0364.57%+1,975
TAPESTRY INC(TPR)016,621+16,62101,8820.19%+1,882
SPDR GOLD TR(GLD)35,82036,001+18110,91912,7971.27%+1,878
PGIM ETF TR
AAA CLO ETF
027,903+27,90301,4370.14%+1,437
JANUS DETROIT STR TR
HENDRSON AAA CL
024,264+24,26401,2320.12%+1,232
BLACKROCK ETF TRUST II022,999+22,99901,1950.12%+1,195
EXELIXIS INC(EXEL)028,276+28,27601,1680.12%+1,168
JABIL INC(JBL)04,813+4,81301,0450.10%+1,045
DOORDASH INC(DASH)03,830+3,83001,0420.10%+1,042
ADVANCED MICRO DEVICES INC(AMD)06,141+6,14109940.10%+994
INNOVATOR ETFS TRUST
EQUI DEFI SEPT
033,056+33,05608760.09%+876
COMFORT SYS USA INC(FIX)0917+91707570.08%+757
LUMENTUM HLDGS INC(LITE)04,425+4,42507200.07%+720
SYNOPSYS INC(SNPS)01,407+1,40706940.07%+694
CELSIUS HLDGS INC(CELH)012,010+12,01006900.07%+690
SHOPIFY INC(SHOP)16,26817,142+8741,8772,5470.25%+671
HOWMET AEROSPACE INC(HWM)03,077+3,07706040.06%+604
BOSTON SCIENTIFIC CORP(BSX)06,031+6,03105890.06%+589
INTUIT(INTU)0862+86205890.06%+589
EXPEDIA GROUP INC(EXPE)02,677+2,67705720.06%+572
STARBUCKS CORP(SBUX)2,3049,220+6,9162117800.08%+569
NRG ENERGY INC(NRG)03,492+3,49205660.06%+566
STONEX GROUP INC(SNEX)05,576+5,57605630.06%+563
GE AEROSPACE(GE)01,859+1,85905590.06%+559
COLGATE PALMOLIVE CO(CL)06,911+6,91105520.05%+552
APPLOVIN CORP(APP)0761+76105470.05%+547
SPDR SERIES TRUST
ST STR P500ETF
06,882+6,88205390.05%+539
DOLLAR TREE INC(DLTR)05,706+5,70605380.05%+538
HUNTINGTON INGALLS INDS INC(HII)01,865+1,86505370.05%+537
EBAY INC.(EBAY)05,833+5,83305310.05%+531
CITIGROUP INC(C)05,209+5,20905290.05%+529
LAM RESEARCH CORP(LRCX)03,929+3,92905260.05%+526
CARNIVAL CORP018,158+18,15805250.05%+525
GENERAC HLDGS INC(GNRC)03,097+3,09705180.05%+518
WYNN RESORTS LTD(WYNN)04,026+4,02605160.05%+516
TE CONNECTIVITY PLC(TEL)02,312+2,31205080.05%+508
VISTRA CORP(VST)02,567+2,56705030.05%+503
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
02,098+2,09804970.05%+497
MICRON TECHNOLOGY INC(MU)02,922+2,92204890.05%+489
GOLDMAN SACHS GROUP INC(GS)0611+61104870.05%+487
MONOLITHIC PWR SYS INC(MPWR)0509+50904690.05%+469
ROYAL CARIBBEAN GROUP
COM
01,441+1,44104660.05%+466
UBER TECHNOLOGIES INC(UBER)04,729+4,72904630.05%+463
ULTA BEAUTY INC(ULTA)0803+80304390.04%+439
ALPHABET INC(GOOG)15,33912,831-2,5082,7213,1250.31%+404
UNITED RENTALS INC(URI)0421+42104020.04%+402
SCHOLAR ROCK HLDG CORP(SRRK)010,746+10,74604000.04%+400
CURTISS WRIGHT CORP(CW)0698+69803790.04%+379
MOLINA HEALTHCARE INC(MOH)01,910+1,91003650.04%+365
SPROUTS FMRS MKT INC(SFM)03,321+3,32103610.04%+361
HEALTHEQUITY INC(HQY)03,685+3,68503490.03%+349
LANTHEUS HLDGS INC(LNTH)06,808+6,80803490.03%+349
GILEAD SCIENCES INC(GILD)03,130+3,13003470.03%+347
PRESTIGE CONSMR HEALTHCARE I(PBH)05,562+5,56203470.03%+347
ISHARES TR8,1318,022-1095,0495,3690.53%+321
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
01,243+1,24303070.03%+307
COCA COLA CO(KO)8,30313,447+5,1445928980.09%+307
MERUS N V03,020+3,02002840.03%+284
SPDR INDEX SHS FDS
ST STR PO EX ETF
06,323+6,32302710.03%+271
MSCI INC(MSCI)1,4271,878+4518231,0660.11%+243
AMAZON COM INC(AMZN)1,480,5481,480,389-159324,817325,04932.27%+232
AON PLC(AON)1,7482,389+6416248520.08%+228
JPMORGAN CHASE & CO.(JPM)0712+71202250.02%+225
ELI LILLY & CO(LLY)1,5281,847+3191,1911,4090.14%+218
T-MOBILE US INC(TMUS)0909+90902180.02%+218
3M CO(MMM)01,401+1,40102170.02%+217
INNOVATOR ETFS TRUST
US EQTY PWR BUF
134,926134,92605,3325,5400.55%+208
ROBINHOOD MKTS INC(HOOD)01,450+1,45002080.02%+208
MONSTER BEVERAGE CORP NEW(MNST)03,066+3,06602060.02%+206
COSTAR GROUP INC(CSGP)4,4056,632+2,2273545600.06%+205
MEDPACE HLDGS INC(MEDP)0392+39202020.02%+202
ALPHABET INC(GOOG)3,3293,225-1045877840.08%+197
VODAFONE GROUP PLC NEW(VOD)016,979+16,97901970.02%+197
ISHARES TR4,6866,749+2,0633735610.06%+187
FIRST TR EXCHANGE-TRADED ALP
COM SHS
14,63814,567-711,4241,5880.16%+164
GENWORTH FINL INC(GNW)016,753+16,75301490.01%+149
QUANTUMSCAPE CORP(QS)011,768+11,76801450.01%+145
SALESFORCE INC(CRM)2,6213,579+9587168500.08%+134
INNOVATOR ETFS TRUST
US EQTY BUF NOV
57,97357,97302,3922,5220.25%+130
SERVICENOW INC(NOW)1,1241,382+2581,1561,2720.13%+116
INNOVATOR ETFS TRUST
US EQTY PWR BUF
59,10059,10002,4412,5470.25%+106
PAYCOM SOFTWARE INC(PAYC)2,1152,850+7354895930.06%+104
FIRST TR EXCHANGE TRADED FD
TECH ALPHADEX
9,2789,276-21,4601,5580.15%+98
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Three Seasons Wealth, LLC — 13F Holdings — Q3 2025 | TickerTrail