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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
AVUSAmerican Centy Etf Tr
Recent Activity
New Position
0.06%
$589,930
6,200 shares@ $95.15 avg price
DTANEa Series Trust
Recent Activity
New Position
0.06%
$545,284
20,823 shares@ $26.19 avg price
JBBBJanus Detroit Str Tr
Recent Activity
New Position
0.06%
$535,758
10,945 shares@ $48.96 avg price
NFENew Fortress Energy Inc
Recent Activity
New Position
0.05%
$479,734
52,776 shares@ $9.1 avg price
RGSRegis Corporation
Recent Activity
New Position
0.05%
$450,476
16,375 shares@ $27.51 avg price
RDDTReddit Inc
Recent Activity
New Position
0.04%
$381,545
5,788 shares@ $65.93 avg price
SIRISiriusxm Holdings Inc
Recent Activity
New Position
0.04%
$318,495
13,467 shares@ $23.66 avg price
3899⤦Grayscale Bitcoin Mini Tr Bt
Recent Activity
New Position
0.03%
$259,611
46,112 shares@ $5.64 avg price
KSPIKaspi Kz Jsc
Recent Activity
New Position
0.03%
$240,173
2,266 shares@ $105.99 avg price
ALLAllstate Corp
Recent Activity
New Position
0.03%
$221,132
1,166 shares@ $189.66 avg price