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Peter W. Kronberg

@Proficio Capital Partners Llc

Latest period2024 - Q3ReportedManaged Assets$1.006BTotal holdings285
Assets growth rate5.58%Assets growth rate (2-Q avg)5.22%Continuous growth in asset value7 quarters

Portfolio positions

This chart displays the top 10 holdings in Proficio Capital Partners Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 285 positions.

Assets under management

The assets under management (AUM) of Proficio Capital Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 7 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.006B in assets, with a quarterly growth rate of 5.58% and a 2-quarter average growth rate of 5.22%. The portfolio is managed by Peter W. Kronberg, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IWLIshares Tr
Recent Activity
Exited
0%
$31.462M
234,876 shares@ $133.95 avg price
OIHVaneck Etf Trust
Recent Activity
Exited
0%
$7.163M
22,655 shares@ $316.19 avg price
URAGlobal X Fds
Recent Activity
Exited
0%
$5.069M
175,095 shares@ $28.95 avg price
COPXGlobal X Fds
Recent Activity
Exited
0%
$2.495M
55,320 shares@ $45.11 avg price
ADMArcher Daniels Midland Co
Recent Activity
Exited
0%
$1.623M
26,855 shares@ $60.45 avg price
PICKIshares Inc
Recent Activity
Exited
0%
$1.567M
38,385 shares@ $40.84 avg price
OXYOccidental Pete Corp
Recent Activity
Exited
0%
$1.318M
20,907 shares@ $63.04 avg price
UHALU Haul Holding Company
Recent Activity
Exited
0%
$1.296M
20,991 shares@ $61.73 avg price
FBTCFidelity Wise Origin Bitcoin
Recent Activity
Exited
0%
$1.054M
20,094 shares@ $52.47 avg price
G162⤦Brookfield Reins Ltd
Recent Activity
Exited
0%
$990,897
23,700 shares@ $41.81 avg price