Rinkey Investments Portfolio Holdings
Q3 2025•126 long positions•$376.9M portfolio value
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Holding130 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $37.7M 10.01% | +$3.3M Bought | — 745.5K shares | 680.6K → 745.5K +$3.3M | +9.53% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $31.0M 8.23% | -$592.3K Sold | — 724.9K shares | 738.7K → 724.9K −$592.3K | -1.87% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $30.2M 8.01% | -$287.6K Sold | — 374.5K shares | 378.0K → 374.5K −$287.6K | -0.94% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $18.8M 4.97% | +$2.4M Bought | — 312.9K shares | 272.5K → 312.9K +$2.4M | +14.83% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $16.8M 4.47% | +$1.5M Bought | — 90.3K shares | 82.0K → 90.3K +$1.5M | +10.05% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $15.4M 4.08% | +$2.1M Bought | — 310.8K shares | 267.6K → 310.8K +$2.1M | +16.14% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $14.3M 3.78% | +$320.7K Bought | — 249.9K shares | 244.3K → 249.9K +$320.7K | +2.3% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $12.5M 3.31% | -$759.1K Sold | — 482.6K shares | 512.0K → 482.6K −$759.1K | -5.74% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $12.0M 3.17% | +$103.0K Bought | — 408.0K shares | 404.4K → 408.0K +$103.0K | +0.87% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $11.8M 3.14% | +$324.4K Bought | — 98.9K shares | 96.2K → 98.9K +$324.4K | +2.82% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $11.7M 3.1% | +$618.9K Bought | — 35.6K shares | 33.8K → 35.6K +$618.9K | +5.59% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $10.8M 2.87% | +$509.1K Bought | — 101.5K shares | 96.8K → 101.5K +$509.1K | +4.94% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $9.0M 2.39% | +$256.1K Bought | — 18.8K shares | 18.3K → 18.8K +$256.1K | +2.92% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $7.8M 2.07% | +$841.4K Bought | — 30.7K shares | 27.3K → 30.7K +$841.4K | +12.1% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $7.7M 2.05% | -$172.2K Sold | — 81.0K shares | 82.8K → 81.0K −$172.2K | -2.18% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $7.4M 1.96% | +$2.5M Bought | — 99.3K shares | 66.2K → 99.3K +$2.5M | +49.99% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $7.4M 1.95% | +$383.9K Bought | — 129.3K shares | 122.5K → 129.3K +$383.9K | +5.51% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $6.0M 1.59% | +$10.6K Bought | — 128.0K shares | 127.8K → 128.0K +$10.6K | +0.18% | — — | Q4 2021 Held for 3y 11m | |
Consumer Electronics Technology | $5.6M 1.48% | -$163.7K Sold | 0.0% 21.9K shares | 22.5K → 21.9K −$163.7K | -2.85% | $3.78T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $5.3M 1.39% | +$493.3K Bought | — 7.8K shares | 7.1K → 7.8K +$493.3K | +10.37% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $5.1M 1.36% | — | — 175.7K shares | — | — | — — | Q1 2025 Held for 8 months | |
ETF ETF | $4.4M 1.17% | — | — 50.4K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $4.1M 1.09% | — | — 147.5K shares | — | — | — — | Q1 2025 Held for 8 months | |
ETF ETF | $4.0M 1.05% | -$4.3K Sold | — 73.3K shares | 73.4K → 73.3K −$4.3K | -0.11% | — — | Q4 2021 Held for 3y 11m | |
Software - Infrastructure Technology | $3.5M 0.926% | +$1.6K Bought | 0.0% 6.7K shares | 6.7K → 6.7K +$1.6K | +0.04% | $3.85T Mega Cap | Q4 2021 Held for 3y 11m | |
Insurance - Diversified Financial Services | $3.3M 0.887% | +$115.6K Bought | 0.0% 6.7K shares | 6.4K → 6.7K +$115.6K | +3.58% | $1.08T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.0M 0.791% | -$66.0K Sold | — 14.6K shares | 15.0K → 14.6K −$66.0K | -2.16% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $2.5M 0.659% | +$2.5M Bought | — 4.1K shares | — | — | — — | Q3 2025 Held for 2 months | |
Discount Stores Consumer Defensive | $2.3M 0.611% | +$271.2K Bought | 0.001% 2.5K shares | 2.2K → 2.5K +$271.2K | +13.36% | $410.27B Mega Cap | Q3 2022 Held for 3y 2m | |
Insurance - Property & Casualty Financial Services | $2.1M 0.559% | — | 0.001% 8.5K shares | — | — | $144.81B Large Cap | Q4 2023 Held for 1y 11m | |
Telecommunications Services Communication Services | $2.1M 0.552% | — | 0.001% 8.7K shares | — | — | $269.40B Mega Cap | Q4 2023 Held for 1y 11m | |
Specialty Retail Consumer Cyclical | $2.0M 0.529% | -$7.0K Sold | 0.0% 9.1K shares | 9.1K → 9.1K −$7.0K | -0.35% | $2.34T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.9M 0.511% | — | — 60.3K shares | — | — | — — | Q1 2025 Held for 8 months | |
Semiconductors Technology | $1.9M 0.509% | +$11.0K Bought | 0.0% 10.3K shares | 10.2K → 10.3K +$11.0K | +0.58% | $4.54T Mega Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $1.9M 0.498% | +$57.4K Bought | — 55.4K shares | 53.7K → 55.4K +$57.4K | +3.15% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.9M 0.497% | -$152.0K Sold | — 71.2K shares | 77.0K → 71.2K −$152.0K | -7.5% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.8M 0.484% | +$90.4K Bought | — 39.5K shares | 37.5K → 39.5K +$90.4K | +5.21% | — — | Q4 2024 Held for 11 months | |
Biotechnology Healthcare | $1.8M 0.481% | -$108.1K Sold | 0.356% 1.1M shares | 1.2M → 1.1M −$108.1K | -5.63% | $509.1M Small Cap | Q1 2025 Held for 8 months | |
ETF ETF | $1.5M 0.409% | +$227.4K Bought | — 23.0K shares | 19.6K → 23.0K +$227.4K | +17.31% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.5M 0.406% | -$70.4K Sold | — 30.3K shares | 31.6K → 30.3K −$70.4K | -4.39% | — — | Q4 2023 Held for 1y 11m | |
Asset Management Financial Services | $1.5M 0.389% | — | 0.001% 21.4K shares | — | — | $102.59B Large Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $1.5M 0.389% | -$150.1K Sold | — 2.0K shares | 2.2K → 2.0K −$150.1K | -9.29% | — — | Q3 2022 Held for 3y 2m | |
Software - Infrastructure Technology | $1.4M 0.374% | — | 0.0% 5.0K shares | — | — | $801.76B Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.3M 0.34% | +$38.8K Bought | — 15.2K shares | 14.8K → 15.2K +$38.8K | +3.12% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.2M 0.32% | -$13.5K Sold | — 18.6K shares | 18.8K → 18.6K −$13.5K | -1.1% | — — | Q1 2024 Held for 1y 8m | |
Insurance - Brokers Financial Services | $1.2M 0.319% | +$1.2M Bought | 0.002% 3.4K shares | — | — | $76.9B Large Cap | Q3 2025 Held for 2 months | |
Information Technology Services Technology | $1.1M 0.303% | -$14.4K Sold | 0.0% 4.0K shares | 4.1K → 4.0K −$14.4K | -1.25% | $262.84B Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.1M 0.289% | +$155.0K Bought | — 1.8K shares | 1.5K → 1.8K +$155.0K | +16.57% | — — | Q4 2022 Held for 2y 11m | |
Medical - Devices Healthcare | $1.0M 0.266% | — | 0.001% 2.7K shares | — | — | $141.33B Large Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $990.6K 0.263% | -$30.4K Sold | — 9.9K shares | 10.2K → 9.9K −$30.4K | -2.98% | — — | Q4 2021 Held for 3y 11m |
