Camarda Wealth Advisory Group, LLLP

RIA/Wealth

Camarda Wealth Advisory Group, LLLP is a RIA/Wealth based in Sunny Isles Beach, FL led by Jeffrey Michael Franklin Camarda, reporting $325.3M in AUM as of Q3 2025 with 56% ETF concentration.

CEOJeffrey Michael Franklin Camarda

Portfolio Value: $249.2M
Positions: 105
Top Holding: IYZ at 5.55%
Last Reported: Q3 2025

Address16690 Collins Avenue, Sunny Isles Beach, FL, 33160, United States

Top Holdings

Largest long holdings in Camarda Wealth Advisory Group, LLLP's portfolio (37% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares U.S. Telecommunications IYZ	ETF ETF	$13.8M	5.55%	-$1.1M Sold	— 428.6K shares	Q4 2024 Held for 11 months
2 iShares U.S. Financials IYF	ETF ETF	$13.6M	5.47%	-$708.3K Sold	— 107.5K shares	Q2 2025 Held for 5 months
3 iShares U.S. Utilities IDU	ETF ETF	$13.5M	5.41%	-$662.5K Sold	— 121.5K shares	Q2 2025 Held for 5 months
4 Invesco QQQ Trust QQQ	ETF ETF	$8.0M	3.23%	-$2.9M Sold	— 13.4K shares	Q4 2022 Held for 2y 11m
5 iShares S&P 500 Growth ETF IVW	ETF ETF	$7.9M	3.16%	-$2.8M Sold	— 65.3K shares	Q1 2023 Held for 2y 8m
6 Broadcom Inc. AVGO	Semiconductors Technology	$7.9M	3.15%	+$604.4K Bought	0.00% 23.8K shares	Q2 2020 Held for 5y 5m
7 iShares MSCI Emerging Markets EEM	ETF ETF	$7.7M	3.10%	-$2.2M Sold	— 144.5K shares	Q2 2025 Held for 5 months
8 iShares MSCI EAFE EFA	ETF ETF	$7.3M	2.94%	-$2.0M Sold	— 78.4K shares	Q2 2025 Held for 5 months
9 SPDR S&P 500 ETF Trust SPY	ETF ETF	$6.5M	2.59%	-$2.4M Sold	— 9.7K shares	Q1 2023 Held for 2y 8m
10 Apple AAPL	Consumer Electronics Technology	$6.0M	2.39%	+$270.9K Bought	0.00% 23.4K shares	≤ Q2 2013 Held for 12y 5m+

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Camarda Wealth Advisory Group, LLLP's latest filing

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Market Value

$249.2M

Prior: $248.4M

Q/Q Change

+0.299%

+$742.3K

Net Flows % of MV

-12.01%

Turnover Ratio

20.0%

New Purchases

7 stocks

$10.8M

Added To

51 stocks

+$16.3M

Sold Out Of

12 stocks

$36.7M

Reduced Holdings

34 stocks

-$20.4M

Increased Positions

Position	Shares Δ	Change
1 Corning GLW	New	0 → 40.1K +$3.3M
2 Barnes Group B	New	0 → 83.1K +$2.7M
3 VanEck Junior Gold Miners GDXJ	New	0 → 21.4K +$2.1M
4 BondBloxx JP Morgan USD Emerging Markets 1-10 Year Bond XEMD	New	0 → 28.4K +$1.2M
5 Applovin Corporation APP	New	0 → 888.0 +$638.1K

Decreased Positions

Position	Shares Δ	Change
1 iShares U.S. Consumer Discretionary ETF IYC	Sold	137.3K → 0 −$13.7M
2 CrowdStrike Holdings, Inc. CRWD	Sold	10.8K → 0 −$5.5M
3 GLD SPDR Gold Trust GLD	Sold	11.3K → 0 −$3.4M
4 Micron Technology MU	Sold	20.4K → 0 −$2.5M
5 Netflix NFLX	Sold	1.7K → 0 −$2.2M