MAINSTAY CAPITAL MANAGEMENT LLC /ADV Q4 2025 Filing

Filed January 27, 2026

Portfolio Value

$1.3T

Holdings

127

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (127 positions)

StockValue
GDEWISDOMTREE TR
$120.9M
KLMNINVESCO EXCH TRADED FD TR II
$120.6M
IAU*ISHARES GOLD TR
$118.0M
SLVISHARES SILVER TR
$117.5M
TDIVFIRST TR EXCHANGE TRADED FD
$102.6M
SPYGSPDR SERIES TRUST
$92.8M
FRDMEA SERIES TRUST
$85.4M
CGDGCAPITAL GROUP DIVIDEND VALUE
$80.9M
SAMTADVISORS INNER CIRCLE FD III
$74.6M
QGROAMERICAN CENTY ETF TR
$61.0M
CHATTIDAL TRUST II
$56.4M
QQQMINVESCO EXCH TRADED FD TR II
$40.9M
SILGLOBAL X FDS
$25.8M
GDXVANECK ETF TRUST
$25.3M
GQ9SPDR GOLD TR
$14.0M
SILJAMPLIFY ETF TR
$10.9M
GDXJVANECK ETF TRUST
$10.7M
NVDANVIDIA CORPORATION
$6.5M
GOOGALPHABET INC
$6.1M
LRCXLAM RESEARCH CORP
$5.2M
SIXAEXCHANGE TRADED CONCEPTS TRU
$4.8M
FEZSPDR INDEX SHS FDS
$4.6M
XOMEXXON MOBIL CORP
$3.7M
JPMJPMORGAN CHASE & CO.
$3.7M
MCKMCKESSON CORP
$3.6M
SOSOUTHERN CO
$3.6M
IWBISHARES TR
$3.2M
T7DTRANSDIGM GROUP INC
$3.2M
AMZNAMAZON COM INC
$2.9M
MSFTMICROSOFT CORP
$2.8M
GSGOLDMAN SACHS GROUP INC
$2.7M
CSCOCISCO SYS INC
$2.7M
ABEQUNIFIED SER TR
$2.7M
AMLPALPS ETF TR
$2.6M
IBMINTERNATIONAL BUSINESS MACHS
$2.5M
CATCATERPILLAR INC
$2.5M
4I1PHILIP MORRIS INTL INC
$2.4M
AAPLAPPLE INC
$2.3M
VVISA INC
$2.3M
CEGCONSTELLATION ENERGY CORP
$2.2M
ARCCARES CAPITAL CORP
$2.1M
PGPROCTER AND GAMBLE CO
$2.1M
WMWASTE MGMT INC DEL
$2.0M
WFCWELLS FARGO CO NEW
$1.9M
OKEONEOK INC NEW
$1.8M
AEGAEGON LTD
$1.8M
CRMSALESFORCE INC
$1.8M
METAMETA PLATFORMS INC
$1.7M
LLYELI LILLY & CO
$1.7M
SPHQINVESCO EXCHANGE TRADED FD T
$1.7M
GBTCGRAYSCALE BITCOIN TRUST ETF
$1.6M
AMGNAMGEN INC
$1.6M
AEPAMERICAN ELEC PWR CO INC
$1.6M
TELFYTELEFONICA S A
$1.6M
TXNTEXAS INSTRS INC
$1.5M
BKBANK NEW YORK MELLON CORP
$1.5M
METVLISTED FDS TR
$1.5M
SWSMURFIT WESTROCK PLC
$1.4M
VICIVICI PPTYS INC
$1.3M
NFLXNETFLIX INC
$1.3M
ORLYOREILLY AUTOMOTIVE INC
$1.3M
EMEQNOMURA ETF TR
$1.3M
MOALTRIA GROUP INC
$1.3M
7HPHP INC
$1.2M
CRCCANADIAN NAT RES LTD
$1.2M
PLTRPALANTIR TECHNOLOGIES INC
$1.2M
KOCOCA COLA CO
$1.2M
IBNDSPDR SERIES TRUST
$997K
EFAISHARES TR
$956K
XMMOINVESCO EXCHANGE TRADED FD T
$940K
DXJWISDOMTREE TR
$843K
GMGENERAL MTRS CO
$830K
FFORD MTR CO
$819K
FTNTFORTINET INC
$772K
SPYSPDR S&P 500 ETF TR
$760K
USTBVICTORY PORTFOLIOS II
$747K
KBWBINVESCO EXCH TRADED FD TR II
$637K
SOFISOFI TECHNOLOGIES INC
$620K
ATOATMOS ENERGY CORP
$579K
JPIBJ P MORGAN EXCHANGE TRADED F
$573K
VRIGINVESCO ACTIVELY MANAGED EXC
$552K
DIALCOLUMBIA ETF TR I
$510K
KKRKKR & CO INC
$505K
AGIXKRANESHARES TRUST
$498K
PLTMGRANITESHARES PLATINUM TR
$471K
DALDELTA AIR LINES INC DEL
$467K
DDOMINION ENERGY INC
$466K
GTOINVESCO ACTIVELY MANAGED EXC
$461K
SCHXSCHWAB STRATEGIC TR
$457K
PALLABRDN PALLADIUM ETF TRUST
$453K
AVGOBROADCOM INC
$452K
NDQINVESCO QQQ TR
$445K
IWMISHARES TR
$432K
ORCLORACLE CORP
$415K
FSLRFIRST SOLAR INC
$413K
MPWRMONOLITHIC PWR SYS INC
$407K
PSLV/USPROTT ASSET MANAGEMENT LP
$405K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$398K
AMATAPPLIED MATLS INC
$377K
PCYINVESCO EXCH TRADED FD TR II
$374K
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