Financially Speaking Inc Q2 2025 Filing

Filed August 7, 2025

Portfolio Value

$152.0B

Holdings

164

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (164 positions)

#StockSharesValue% PortfolioType
101
TRYPTAMINE THERAPE ORDF
361,600$7.1M0.00%
102
FFORD MTR CO DEL
639$6.9M0.00%
103
BBAIBIGBEAR AI HLDGS INC
1,000$6.8M0.00%
104
MDHAXNYLI MACKAY SHORT DURATION HIGH INC CL A
709$6.7M0.00%
105
XLKTECHNOLOGY SELECT SECTORSPDR ETF
24$6.1M0.00%
106
VGENXVANGUARD ENERGY INV
120$5.8M0.00%
107
GEFGREIF INC CLASS A
89$5.8M0.00%
108
SWISXSCHWAB INTERNATIONAL INDEX
211$5.7M0.00%
109
ETHEGRAYSCALE ETHEREUM TR ET
275$5.7M0.00%
110
AMATAPPLIED MATLS INC
30$5.5M0.00%
111
SHOPSHOPIFY INC FCLASS A
44$5.1M0.00%
112
HIMSHIMS & HERS HEALTH INC CLASS A
100$5.0M0.00%
113
IBMIBM CORP
16$4.7M0.00%
114
GEVOGEVO INC
3,500$4.6M0.00%
115
JPMJPMORGAN CHASE & CO
15$4.3M0.00%
116
ITAAXTRANSAMERICA SHORT-TERM BOND A
425$4.3M0.00%
117
LCTUBLACKROCK US CARBON TRNSREADINS ETF
60$4.0M0.00%
118
JEPQJ P MORGAN NASDAQ EQT PRM INC ETF
74$4.0M0.00%
119
JMIAJUMIA TECHNOLOGIES AG FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS
1,000$4.0M0.00%
120
BWABORGWARNER INC
120$4.0M0.00%
121
CLFCLEVELAND-CLIFFS INC NEW
500$3.8M0.00%
122
IVWISHARES S&P 500 GROWTH ETF
34$3.7M0.00%
123
PGRPROGRESSIVE CORP OH
14$3.7M0.00%
124
GOOGALPHABET INC CLASS C
21$3.7M0.00%
125
GEGE AEROSPACE
13$3.3M0.00%
126
VVISA INC CLASS A
9$3.2M0.00%
127
AIOAXCOLUMBIA INCOME OPPORTUNITIES A
354$3.1M0.00%
128
AMCAMC ENTMT HLDGS INC CLASS A
1,000$3.1M0.00%
129
CRMSALESFORCE INC
11$3.0M0.00%
130
CCLCARNIVAL CORP F
100$2.8M0.00%
131
WCEAXMACQUARIE CORE EQUITY FUND CLASS A
143$2.6M0.00%
132
BTCGRAYSCALE BITCOIN MINI TRUST ETF
55$2.6M0.00%
133
AURAURORA INNOVATION INC CLASS A
500$2.6M0.00%
134
XLYSPDR FUND CONSUMER DISCRE SELECT ETF
12$2.6M0.00%
135
WMICXWASATCH MICRO CAP
328$2.6M0.00%
136
ZETAZETA GLOBAL HLDGS CORP CLASS A
161$2.5M0.00%
137
MSOSADVISORSHARES PURE US CANNABIS ETF
1,000$2.4M0.00%
138
PXWEXIMPAX ELLEVATE GLOBAL WOMEN'S LDR INV
67$2.3M0.00%
139
NCLHNORWEGIAN CRUISE LINE F
100$2.0M0.00%
140
FSLRFIRST SOLAR INC
10$1.7M0.00%
141
NNDMNANO DIMENSION LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS
1,000$1.6M0.00%
142
GEVGE VERNOVA INC
3$1.6M0.00%
143
GMGENERAL MTRS CO
31$1.5M0.00%
144
HRLHORMEL FOODS CORP
42$1.3M0.00%
145
UNHUNITEDHEALTH GROUP INC
4$1.2M0.00%
146
LUVSOUTHWEST AIRLS CO
38$1.2M0.00%
147
ENQENTEGRIS INC
15$1.2M0.00%
148
PHINPHINIA INC
24$1.1M0.00%
149
WBDWARNER BROS DISCOVERY IN
93$1.1M0.00%
150
NEENEXTERA ENERGY INC
13$902K0.00%
151
PYPLPAYPAL HLDGS INC
10$743K0.00%
152
UTESVIRTUS REAVES UTILITIES ETF
9$680K0.00%
153
ETHGRAYSCALE ETHEREUM MINI
27$640K0.00%
154
WVVIWILLAMETTE VY VINEYARD I
100$552K0.00%
155
DVNDEVON ENERGY CORP NEW
16$509K0.00%
156
IEVISHARES EUROPE ETF
6$380K0.00%
157
BMBLBUMBLE INC CLASS A
50$330K0.00%
158
GEHCGE HEALTHCARE TECHNOLOGITENDER OFFER EXP:
4$296K0.00%
159
COTYCOTY INC CLASS A
30$140K0.00%
160
MRBIXMFS TOTAL RETURN BOND I
2$21K0.00%
161
JLGMXJPMORGAN LARGE CAP GROWTH R6
0$6K0.00%
162
CY9DMICROBOT MED INC
1$3K0.00%
163
WONDER AUTO TECHNOLOGXXXESC PEND POSS FUTR DISTR
200$00.00%
164
GCI LIBERTY INC XXXESC PEND POSS FUTR DISTR
38$00.00%
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