Alexis Investment Partners, LLC
RIA/Wealth
Alexis Investment Partners, LLC is a RIA/Wealth led by Jason William Browne, managing $248.4M across 96 long positions as of Q3 2025 with 84% ETF concentration, 70% concentrated in top 10 holdings, and 40% allocation to LEXI.
PresidentJason William Browne
- Portfolio Value
- $248.4M
- Positions
- 96
- Top Holding
- LEXI at 39.7%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Alexis Investment Partners, LLC's portfolio (69.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $98.6M | 39.70% | +$257.9K Bought | — 2.8M shares | |
Unknown Unknown | $12.3M | 4.94% | +$1.4M Bought | — 34.8K shares | |
ETF ETF | $8.9M | 3.58% | +$810.1K Bought | — 175.1K shares | |
ETF ETF | $8.8M | 3.52% | -$1.3M Sold | — 73.3K shares | |
Unknown Unknown | $8.0M | 3.22% | -$658.5K Sold | — 37.2K shares | |
ETF ETF | $7.9M | 3.17% | +$1.7M Bought | — 78.3K shares | |
ETF ETF | $7.6M | 3.05% | -$1.7M Sold | — 29.7K shares | |
ETF ETF | $7.5M | 3.02% | -$1.8M Sold | — 18.7K shares | |
ETF ETF | $6.9M | 2.77% | -$2.0M Sold | — 36.3K shares | |
ETF ETF | $6.8M | 2.75% | -$2.6M Sold | — 11.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Alexis Investment Partners, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-28.45% | |
-27.8% | |
-25.58% |
Analytics
Portfolio insights and performance metrics for Alexis Investment Partners, LLC
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