CIK: 0001598841
Total reported value
$679.0M
Reporting period: 2026-03-31 · Number of holdings: 216
Advisors Preferred, LLC disclosed 216 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $679.0M and a quarterly turnover rate of 87.5%.
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Advisors Preferred, LLC's disclosed holdings carry a Herfindahl concentration index of 0.029 — mathematically equivalent to about 35 equally-sized positions, well below its 216 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.28), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 34% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Add SPY
+386.9% $65.6M
Trim IWN
-99.0% -$33.2M
Trim IWD
-83.8% -$14.2M
Add PCY
+314.5% $8.0M
Add COST
+332.8% $6.0M
Trim APH
-55.2% -$4.8M
Showing top 200 holdings (of 216 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 12.41% | +9.39% | +386.92% | |
| 2 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 5.03% | +4.99% | NEW | |
| 3 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 3.90% | — | +14.37% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.57% | +0.21% | +6.50% | |
| 5 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.89% | — | -0.73% | |
| 6 | XLE | Ss Energy Select Sector | ETF-Other | 2.81% | +2.79% | NEW | |
| 7 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 2.51% | — | +33.22% | |
| 8 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.15% | +0.39% | +36.64% | |
| 9 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 2.08% | — | +16.40% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.79% | — | +2.31% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.71% | — | — | |
| 12 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 1.70% | +0.61% | +71.24% | |
| 13 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.69% | — | -1.24% | |
| 14 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-Other | 1.66% | — | — | |
| 15 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 1.62% | +0.65% | +83.98% | |
| 16 | AAPL | Apple INC | Stock-Tech | 1.59% | — | +5.13% | |
| 17 | PCY | Invesco Emerging Markets Sov | ETF-Emerging Markets | 1.58% | +1.13% | +314.46% | |
| 18 | VTV | Vanguard Value ETF | ETF-Other | 1.55% | — | — | |
| 19 | CPRX | Catalyst Pharmaceuticals INC | Stock-Healthcare | 1.40% | +1.39% | NEW | |
| 20 | GSEW | Goldman Sachs Eql Wght Large | ETF-Commodities | 1.26% | +0.73% | +167.38% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.19% | — | +3.82% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.19% | — | — | |
| 23 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.14% | — | +32.62% | |
| 24 | CAT | Caterpillar INC | Stock-Industrials | 1.13% | +0.51% | +70.56% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.10% | +0.86% | +332.83% | |
| 26 | AMLP | Alerian Mlp ETF | ETF-Other | 1.09% | +1.08% | NEW | |
| 27 | LIN | Linde plc | Stock-Materials | 0.93% | +0.92% | NEW | |
| 28 | AVGO | Broadcom INC | Stock-Tech | 0.92% | — | +62.49% | |
| 29 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.86% | — | +41.06% | |
| 30 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.83% | +0.82% | NEW | |
| 31 | BOH | Bank Of Hawaii CORP | Stock-Other | 0.83% | +0.60% | +278.98% | |
| 32 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.78% | — | — | |
| 33 | MBB | Ishares Mbs ETF | ETF-Other | 0.75% | — | +25.89% | |
| 34 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.75% | +0.74% | NEW | |
| 35 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 0.75% | +0.74% | NEW | |
| 36 | ICE | Intercontinental Exchange In | Stock-Financials | 0.74% | +0.43% | +359.07% | |
| 37 | RRC | Range Resources CORP | Stock-Energy | 0.66% | +0.66% | NEW | |
| 38 | GEV | GE Vernova INC | Stock-Industrials | 0.65% | — | +23.63% | |
| 39 | AMT | American Tower CORP | Stock-Real Estate | 0.65% | +0.64% | NEW | |
| 40 | FHN | First Horizon CORP | Stock-Financials | 0.59% | +0.58% | NEW | |
| 41 | DAR | Darling Ingredients INC | Stock-Consumer Staples | 0.57% | +0.57% | NEW | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.55% | — | — | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.53% | — | — | |
| 44 | KGS | Kodiak Gas Services INC | Stock-Other | 0.53% | — | -39.75% | |
| 45 | WMT | Walmart INC | Stock-Consumer Staples | 0.52% | — | — | |
| 46 | SNX | TD Synnex CORP | Stock-Tech | 0.51% | +0.51% | NEW | |
| 47 | BTSG | Brightspring Health Services | Stock-Other | 0.51% | +0.50% | NEW | |
| 48 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.50% | — | -38.83% | |
| 49 | APH | Amphenol Corp-cl A | Stock-Tech | 0.49% | -0.84% | -55.21% | |
| 50 | AXTA | Axalta Coating Systems Ltd. | Stock-Materials | 0.49% | — | +41.71% |
Performance for Q3 2026
+2.2%
Performance Last 4 Quarters
+17.5%
Based on 87% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 216 | $679.0M | 88 | |
| 2025-12-31 | 228 | $614.3M | 87 | |
| 2025-09-30 | 236 | $677.4M | 100 | |
| 2025-06-30 | 192 | $606.3M | 0 | |
| 2025-03-31 | 238 | $744.8M | 100 | |
| 2024-12-31 | 194 | $621.5M | 0 | |
| 2024-09-30 | 184 | $656.4M | 0 | |
| 2024-06-30 | 157 | $577.9M | 0 | |
| 2024-03-31 | 163 | $593.7M | 0 | |
| 2023-12-31 | 253 | $603.5M | 0 | |
| 2023-09-30 | 197 | $307.9M | 0 | |
| 2023-06-30 | 177 | $405.2M | 0 | |
| 2023-03-31 | 198 | $292.2M | 0 | |
| 2022-12-31 | 163 | $234.7M | 0 | |
| 2022-09-30 | 147 | $195.2M | 0 | |
| 2022-06-30 | 140 | $383.9M | 0 | |
| 2022-03-31 | 150 | $1.2B | 0 | |
| 2021-12-31 | 168 | $1.0B | 0 | |
| 2021-09-30 | 178 | $719.7M | 0 | |
| 2021-06-30 | 184 | $1.0B | 100 | |
| 2021-03-31 | 167 | $700.9M | 100 | |
| 2020-12-31 | 166 | $537.8M | 100 | |
| 2020-09-30 | 138 | $502.0M | 100 | |
| 2020-06-30 | 137 | $358.2M | 100 | |
| 2020-03-31 | 122 | $162.9M | 100 | |
| 2019-12-31 | 228 | $368.9M | 100 | |
| 2019-09-30 | 214 | $400.1M | 100 | |
| 2019-06-30 | 241 | $294.1M | 100 | |
| 2019-03-31 | 192 | $316.0M | 100 | |
| 2018-12-31 | 134 | $82.5M | 100 | |
| 2018-09-30 | 208 | $223.4M | 95 | |
| 2018-06-30 | 197 | $223.9M | 100 | |
| 2018-03-31 | 242 | $215.5M | 97 | |
| 2017-12-31 | 217 | $235.5M | 100 | |
| 2017-09-30 | 208 | $172.8M | 63 | |
| 2017-06-30 | 207 | $182.1M | 100 | |
| 2017-03-31 | 205 | $190.8M | 84 | |
| 2016-12-31 | 197 | $192.4M | 100 | |
| 2016-09-30 | 180 | $214.0M | 100 | |
| 2016-06-30 | 211 | $172.2M | 88 | |
| 2016-03-31 | 218 | $201.5M | 100 | |
| 2015-12-31 | 197 | $183.6M | 100 | |
| 2015-09-30 | 187 | $91.9M | 100 | |
| 2015-06-30 | 207 | $178.4M | 87 | |
| 2015-03-31 | 256 | $189.0M | 83 | |
| 2014-12-31 | 267 | $212.8M | 100 | |
| 2014-09-30 | 203 | $155.2M | 100 | |
| 2014-06-30 | 320 | $197.7M | 100 | |
| 2014-03-31 | 333 | $219.4M | 100 | |
| 2013-12-31 | 358 | $180.8M | — |
Advisors Preferred, LLC's most significant position changes for 2026-03-31: New buy: Ishares 1-3 Year Treasury Bo (SHY); Sold out: Ss Financial Select Sector (XLF); New buy: Ss Energy Select Sector (XLE); Sold out: Ss Technology Select Sector (XLK); Sold out: Ss Consumer Disc Select Sect (XLY).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +9.4% | +386.92% | Add |
| 2 | PCY | Invesco Emerging Markets Sov | +1.1% | +314.46% | Add |
| 3 | COST | Costco Wholesale CORP | +0.9% | +332.83% | Add |
| 4 | GSEW | Goldman Sachs Eql Wght Large | +0.7% | +167.38% | Add |
| 5 | WM | Waste Management INC | +0.7% | +78.96% | Add |
| 6 | DLN | Wisdomtree US Largecap Divid | +0.7% | +83.98% | Add |
| 7 | CWB | Ss Spdr Bb Conv Sec ETF | +0.6% | +71.24% | Add |
| 8 | BOH | Bank Of Hawaii CORP | +0.6% | +278.98% | Add |
| 9 | CAT | Caterpillar INC | +0.5% | +70.56% | Add |
| 10 | ICE | Intercontinental Exchange In | +0.4% | +359.07% | Add |
| 11 | IEF | Ishares 7-10 Year Treasury B | +0.4% | +36.64% | Add |
| 12 | SCHD | Schwab US Dvd Equity ETF | +0.2% | +6.50% | Add |
| 13 | APH | Amphenol Corp-cl A | -0.8% | -55.21% | Trim |
| 14 | IWD | Ishares Russell 1000 Value E | -2.4% | -83.77% | Trim |
| 15 | IWN | Ishares Russell 2000 Value E | -5.4% | -99.02% | Trim |
| 16 | SHY | Ishares 1-3 Year Treasury Bo | — | NEW | New buy |
| 17 | XLF | Ss Financial Select Sector | — | EXIT | Sold out |
| 18 | XLE | Ss Energy Select Sector | — | NEW | New buy |
| 19 | XLK | Ss Technology Select Sector | — | EXIT | Sold out |
| 20 | XLY | Ss Consumer Disc Select Sect | — | EXIT | Sold out |
| 21 | CPRX | Catalyst Pharmaceuticals INC | — | NEW | New buy |
| 22 | EFA | Ishares Msci Eafe ETF | — | EXIT | Sold out |
| 23 | AMLP | Alerian Mlp ETF | — | NEW | New buy |
| 24 | LIN | Linde plc | — | NEW | New buy |
| 25 | PGR | Progressive CORP | — | EXIT | Sold out |
| 26 | IWS | Ishares Russell Mid-cap Valu | — | NEW | New buy |
| 27 | CBOE | Cboe Global Markets INC | — | EXIT | Sold out |
| 28 | TFI | Ss Spdr N Ice Muni Bond ETF | — | NEW | New buy |
| 29 | ITM | Vaneck Intermediate Muni ETF | — | NEW | New buy |
| 30 | WELL | Welltower INC | — | EXIT | Sold out |
| 31 | EXE | Expand Energy CORP | — | EXIT | Sold out |
| 32 | AL | Air Lease CORP | — | EXIT | Sold out |
| 33 | RRC | Range Resources CORP | — | NEW | New buy |
| 34 | VTR | Ventas INC | — | EXIT | Sold out |
| 35 | REG | Regency Centers CORP | — | EXIT | Sold out |
| 36 | AMT | American Tower CORP | — | NEW | New buy |
| 37 | CTRE | Caretrust Reit INC | — | EXIT | Sold out |
| 38 | NBIX | Neurocrine Biosciences INC | — | EXIT | Sold out |
| 39 | CME | Cme Group INC | — | EXIT | Sold out |
| 40 | DLR | Digital Realty Trust INC | — | EXIT | Sold out |
| 41 | BIV | Vanguard Intermediate-term B | — | EXIT | Sold out |
| 42 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | — | EXIT | Sold out |
| 43 | WAY | Waystar Holding CORP | — | EXIT | Sold out |
| 44 | FHN | First Horizon CORP | — | NEW | New buy |
| 45 | DAR | Darling Ingredients INC | — | NEW | New buy |
| 46 | SNX | TD Synnex CORP | — | NEW | New buy |
| 47 | BTSG | Brightspring Health Services | — | NEW | New buy |
| 48 | JNK | Ss Spdr Bb High Yield Bond | — | EXIT | Sold out |
| 49 | KMT | Kennametal INC | — | NEW | New buy |
| 50 | KKR | Kkr & Co INC | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-05 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-02 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-10 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-05 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-06 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-28 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-15 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-30 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-08 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-24 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-07 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-04 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-03 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-09 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-07 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-11 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-09 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-07 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-10-27 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-07-26 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-07 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-03 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-12 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-11 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-04-20 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-01-21 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-12 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-06 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-03 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-01-16 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-10-25 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-07 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-04-30 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-12 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-10-31 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-03 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-03 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-10 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-02 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-11 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-12 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-11 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-02 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-07-31 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-06 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-01-22 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-12 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-07-31 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-14 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-14 | 13F-HR | View on EDGAR |
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