Hiley Hunt Wealth Management Portfolio Holdings
Q3 2025•45 long positions•$211.8M portfolio value
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Holding45 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $32.2M 15.18% | +$398.2K Bought | — 172.4K shares | 170.3K → 172.4K +$398.2K | +1.25% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $28.2M 13.29% | -$1.1M Sold | — 58.7K shares | 60.9K → 58.7K −$1.1M | -3.61% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $26.4M 12.48% | +$1.6M Bought | — 618.2K shares | 580.1K → 618.2K +$1.6M | +6.57% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $17.1M 8.08% | +$1.3M Bought | — 214.1K shares | 197.3K → 214.1K +$1.3M | +8.56% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $15.0M 7.07% | +$286.1K Bought | — 250.1K shares | 245.3K → 250.1K +$286.1K | +1.95% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $14.5M 6.86% | +$596.4K Bought | — 443.0K shares | 424.9K → 443.0K +$596.4K | +4.28% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $10.1M 4.77% | +$350.8K Bought | — 154.8K shares | 149.4K → 154.8K +$350.8K | +3.6% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $9.1M 4.32% | +$578.7K Bought | — 180.0K shares | 168.6K → 180.0K +$578.7K | +6.76% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $8.5M 4.02% | +$115.4K Bought | — 157.3K shares | 155.2K → 157.3K +$115.4K | +1.37% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $8.2M 3.87% | +$275.7K Bought | — 68.9K shares | 66.6K → 68.9K +$275.7K | +3.48% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $7.6M 3.6% | +$74.5K Bought | — 237.9K shares | 235.6K → 237.9K +$74.5K | +0.99% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $4.8M 2.28% | +$292.0K Bought | — 70.5K shares | 66.2K → 70.5K +$292.0K | +6.44% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $3.8M 1.78% | +$114.0K Bought | — 50.7K shares | 49.2K → 50.7K +$114.0K | +3.12% | — — | Q4 2023 Held for 1y 11m | |
Insurance - Diversified Financial Services | $3.3M 1.57% | +$130.7K Bought | 0.0% 6.6K shares | 6.3K → 6.6K +$130.7K | +4.1% | $1.08T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.2M 1.04% | +$377.8K Bought | — 45.9K shares | 38.0K → 45.9K +$377.8K | +20.7% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.1M 1.0% | -$184.2K Sold | — 22.8K shares | 24.7K → 22.8K −$184.2K | -7.98% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.7M 0.802% | +$9.4K Bought | — 37.1K shares | 36.9K → 37.1K +$9.4K | +0.56% | — — | Q4 2023 Held for 1y 11m | |
Software - Infrastructure Technology | $1.4M 0.658% | -$213.9K Sold | 0.0% 2.7K shares | 3.1K → 2.7K −$213.9K | -13.31% | $3.85T Mega Cap | Q4 2023 Held for 1y 11m | |
Consumer Electronics Technology | $1.3M 0.616% | -$205.0K Sold | 0.0% 5.1K shares | 5.9K → 5.1K −$205.0K | -13.58% | $3.78T Mega Cap | Q4 2023 Held for 1y 11m | |
Railroads Industrials | $1.3M 0.614% | -$15.8K Sold | 0.001% 5.5K shares | 5.6K → 5.5K −$15.8K | -1.2% | $140.18B Large Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.2M 0.57% | — | — 4.7K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.2M 0.563% | -$17.0K Sold | — 2.7K shares | 2.8K → 2.7K −$17.0K | -1.4% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.2M 0.546% | — | — 3.9K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $839.4K 0.396% | -$987.2K Sold | — 1.3K shares | 2.7K → 1.3K −$987.2K | -54.05% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $732.1K 0.346% | -$49.7K Sold | — 6.1K shares | 6.5K → 6.1K −$49.7K | -6.36% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $696.6K 0.329% | +$696.6K New | — 17.7K shares | 0 → 17.7K +$696.6K | New | — — | Q3 2025 Held for 2 months | |
Discount Stores Consumer Defensive | $621.4K 0.293% | -$3.7K Sold | 0.0% 671.0 shares | 675.0 → 671.0 −$3.7K | -0.59% | $410.27B Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $587.7K 0.277% | -$129.4K Sold | — 5.6K shares | 6.9K → 5.6K −$129.4K | -18.04% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $564.4K 0.266% | — | — 1.2K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $540.2K 0.255% | — | — 12.8K shares | — | — | — — | Q1 2025 Held for 8 months | |
Discount Stores Consumer Defensive | $523.2K 0.247% | +$103.1 Bought | 0.0% 5.1K shares | 5.1K → 5.1K +$103.1 | +0.02% | $821.68B Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $492.1K 0.232% | +$5.8K Bought | — 6.2K shares | 6.2K → 6.2K +$5.8K | +1.2% | — — | Q4 2023 Held for 1y 11m | |
Banks - Regional Financial Services | $435.4K 0.206% | — | 0.001% 9.0K shares | — | — | $75.2B Large Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $394.8K 0.186% | +$1.3K Bought | — 590.0 shares | 588.0 → 590.0 +$1.3K | +0.34% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $391.6K 0.185% | -$265.0K Sold | — 3.7K shares | 6.2K → 3.7K −$265.0K | -40.36% | — — | Q4 2023 Held for 1y 11m | |
Internet Content & Information Communication Services | $328.1K 0.155% | +$243.0 Bought | 0.0% 1.4K shares | 1.3K → 1.4K +$243.0 | +0.07% | $2.95T Mega Cap | Q4 2023 Held for 1y 11m | |
Drug Manufacturers - General Healthcare | $306.2K 0.145% | +$1.1K Bought | 0.0% 1.7K shares | 1.6K → 1.7K +$1.1K | +0.36% | $446.55B Mega Cap | Q4 2023 Held for 1y 11m | |
Conglomerates Industrials | $304.1K 0.144% | +$387.8 Bought | 0.004% 784.0 shares | 783.0 → 784.0 +$387.8 | +0.13% | $7.7B Mid Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $277.6K 0.131% | +$586.0 Bought | — 6.2K shares | 6.1K → 6.2K +$586.0 | +0.21% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $236.6K 0.112% | -$99.0K Sold | — 6.1K shares | 8.6K → 6.1K −$99.0K | -29.5% | — — | Q1 2025 Held for 8 months | |
Specialty Retail Consumer Cyclical | $234.9K 0.111% | — | 0.0% 1.1K shares | — | — | $2.34T Mega Cap | Q4 2023 Held for 1y 11m | |
Unknown Unknown | $229.3K 0.108% | +$229.3K New | — 645.0 shares | 0 → 645.0 +$229.3K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $220.3K 0.104% | -$39.8K Sold | — 360.0 shares | 425.0 → 360.0 −$39.8K | -15.29% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $212.9K 0.101% | +$212.9K New | — 4.0K shares | 0 → 4.0K +$212.9K | New | — — | Q3 2025 Held for 2 months | |
Beverages - Non-Alcoholic Consumer Defensive | $206.8K 0.098% | — | 0.0% 3.1K shares | — | — | $285.42B Mega Cap | Q3 2024 Held for 1y 2m |
