MAINSTAY CAPITAL MANAGEMENT LLC /ADV
MAINSTAY CAPITAL MANAGEMENT LLC /ADV runs MAINSTAY CAPITAL MANAGEMENT LLC /ADV and currently holds 144 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $1.35B. Their top holdings are VLUE, FRDM, SPYG, GDE, CHAT. The top five represent 39.4% of reported portfolio weight. MAINSTAY CAPITAL MANAGEMENT LLC /ADV ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, MAINSTAY CAPITAL MANAGEMENT LLC /ADV initiated 3 new positions. They added to 41 existing positions. They trimmed 47 positions. Their current best-performing preview position is AMAT with returns of +111.53%.
144 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
VLUE ISHARES TR | 8.71% | $173.66 | $202.54 | +16.63% | Added +120.38% |
FRDM EA SERIES TRUST | 8.43% | $51.56 | $68.72 | +33.28% | Trimmed -14.26% |
SPYG SPDR SERIES TRUST | 7.55% | $85.51 | $120.23 | +40.60% | Trimmed -6.17% |
GDE WISDOMTREE TR | 7.41% | $53.26 | $70.35 | +32.09% | Trimmed -17.61% |
CHAT TIDAL TRUST II | 7.25% | $60.62 | $88.07 | +45.28% | Trimmed -0.46% |
HGER HARBOR ETF TRUST | 7.20% | $29.34 | $35.17 | +19.85% | New Buy |
SA SAMT ADVISORS INNER CIRCLE FD III | 6.59% | $38.77 | $43.24 | +11.53% | Trimmed -36.42% |
TDIV FIRST TR EXCHANGE TRADED FD | 5.91% | $98.61 | $114.59 | +16.21% | Added +1.12% |
SLV ISHARES SILVER TR | 5.75% | $52.50 | $62.72 | +19.47% | Trimmed -25.72% |
QQQM INVESCO EXCH TRADED FD TR II | 5.59% | $228.88 | $293.76 | +28.35% | Added +61.35% |
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