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CIK: 0001598841
Total reported value
$645.6M
$645.6M
226 檔
19.9%
The Q4 2025 SEC filing reveals that Advisors Preferred, LLC held a total portfolio value of $645.6M, covering 226 public equity positions.
In Q4 2025, Advisors Preferred, LLC displayed an active expansion posture, initiating 23 new positions and adding to 8 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 226 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 5.48% | +1.49% | +189.63% | |
| 2 | XLF | Ss Financial Select Sector | ETF-Other | 5.03% | +2.51% | NEW | |
| 3 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 3.99% | +1.13% | — | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.34% | +0.10% | +3.83% | |
| 5 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 3.20% | -0.38% | +9.68% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.95% | -12.00% | +3966.00% | |
| 7 | IWD | Ishares Russell 1000 Value E | ETF-Other | 2.78% | -0.41% | EXIT | |
| 8 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 2.29% | -0.28% | — | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.04% | +0.28% | — | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.97% | +0.74% | -7.37% | |
| 11 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 1.97% | +0.86% | — | |
| 12 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-Other | 1.92% | +0.32% | — | |
| 13 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.88% | -0.43% | +17.70% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.78% | -0.07% | — | |
| 15 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.75% | -1.65% | +12.08% | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 1.68% | +0.26% | -2.73% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.62% | +0.04% | +2.90% | |
| 18 | XLK | Ss Technology Select Sector | ETF-Tech | 1.59% | +1.56% | NEW | |
| 19 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.56% | — | -60.42% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.43% | +0.09% | — | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.40% | — | — | |
| 22 | APH | Amphenol Corp-cl A | Stock-Tech | 1.33% | +0.17% | +123.26% | |
| 23 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 1.08% | -0.36% | -30.16% | |
| 24 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.99% | +0.22% | +20.45% | |
| 25 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.96% | -0.74% | +141.86% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.94% | +0.17% | — | |
| 27 | PGR | Progressive CORP | Stock-Financials | 0.92% | — | — | |
| 28 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.91% | +1.84% | +29.43% | |
| 29 | CBOE | Cboe Global Markets Inc | Stock-Financials | 0.84% | — | — | |
| 30 | NDAQ | Nasdaq Inc | Stock-Financials | 0.80% | -0.46% | EXIT | |
| 31 | WELL | Welltower Inc | Stock-Real Estate | 0.78% | — | +396.32% | |
| 32 | EXE | Expand Energy CORP | Stock-Energy | 0.78% | — | — | |
| 33 | AL | Air Lease CORP | Stock-Other | 0.73% | — | — | |
| 34 | VTR | Ventas Inc | Stock-Real Estate | 0.71% | — | — | |
| 35 | REG | Regency Centers CORP | Stock-Real Estate | 0.71% | — | — | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.70% | +0.61% | — | |
| 37 | CTRE | Caretrust Reit Inc | Stock-Real Estate | 0.69% | — | +324.18% | |
| 38 | NBIX | Neurocrine Biosciences Inc | Stock-Healthcare | 0.69% | +0.84% | NEW | |
| 39 | CME | Cme Group Inc | Stock-Financials | 0.68% | — | — | |
| 40 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.68% | +0.21% | +5841.50% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.67% | +0.04% | +14.55% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.67% | +0.10% | — | |
| 43 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.66% | — | +112.37% | |
| 44 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.66% | — | -5.01% | |
| 45 | MBB | Ishares Mbs ETF | ETF-Other | 0.66% | +0.43% | — | |
| 46 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.66% | — | -55.04% | |
| 47 | WAY | Waystar Holding CORP | Stock-Other | 0.65% | — | — | |
| 48 | KGS | Kodiak Gas Services Inc | Stock-Other | 0.62% | -0.22% | — | |
| 49 | CAT | Caterpillar Inc | Stock-Industrials | 0.62% | +0.52% | — | |
| 50 | SW | Smurfit Westrock Plc | Stock-Consumer Disc | 0.59% | +0.14% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWN | Ishares Russell 2000 Value E | +3.8% | +189.63% | Add |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +2.9% | +3966.00% | Add |
| 3 | APH | Amphenol Corp-cl A | +0.8% | +123.26% | Add |
| 4 | TLT | Ishares 20+ Year Treasury Bd | +0.7% | +5841.50% | Add |
| 5 | WELL | Welltower Inc | +0.6% | +396.32% | Add |
| 6 | DLN | Wisdomtree US Largecap Divid | +0.6% | +141.86% | Add |
| 7 | CTRE | Caretrust Reit Inc | +0.6% | +324.18% | Add |
| 8 | CTAS | Cintas CORP | +0.4% | +31.38% | Add |
| 9 | CWB | Ss Spdr Bb Conv Sec ETF | -0.3% | -30.16% | Trim |
| 10 | VCLT | Vanguard Long-term CORP Bond | -0.5% | -56.08% | Trim |
| 11 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.7% | -55.04% | Trim |
| 12 | ICE | Intercontinental Exchange In | -0.8% | -73.99% | Trim |
| 13 | XLK | Ss Technology Select Sector | -4.1% | -52.16% | Trim |
| 14 | XLY | Ss Consumer Disc Select Sect | -5.7% | -60.42% | Trim |
| 15 | XLC | Ss Comm Select Sector Spdr | — | EXIT | Sold out |
| 16 | EEM | Ishares Msci Emerging Market | — | EXIT | Sold out |
| 17 | XLF | Ss Financial Select Sector | — | NEW | New buy |
| 18 | VGT | Vanguard Info Tech ETF | — | EXIT | Sold out |
| 19 | IWD | Ishares Russell 1000 Value E | — | NEW | New buy |
| 20 | EFA | Ishares Msci Eafe ETF | — | NEW | New buy |
| 21 | SO | Southern Co/the | — | EXIT | Sold out |
| 22 | LIN | Linde plc | — | EXIT | Sold out |
| 23 | PGX | Invesco Preferred ETF | — | EXIT | Sold out |
| 24 | NJR | New Jersey Resources CORP | — | EXIT | Sold out |
| 25 | AEE | Ameren Corporation | — | EXIT | Sold out |
| 26 | PGR | Progressive CORP | — | NEW | New buy |
| 27 | CBOE | Cboe Global Markets Inc | — | NEW | New buy |
| 28 | NDAQ | Nasdaq Inc | — | NEW | New buy |
| 29 | EXE | Expand Energy CORP | — | NEW | New buy |
| 30 | AL | Air Lease CORP | — | NEW | New buy |
| 31 | VTR | Ventas Inc | — | NEW | New buy |
| 32 | REG | Regency Centers CORP | — | NEW | New buy |
| 33 | AVGO | Broadcom Inc | — | NEW | New buy |
| 34 | NBIX | Neurocrine Biosciences Inc | — | NEW | New buy |
| 35 | CME | Cme Group Inc | — | NEW | New buy |
| 36 | MBB | Ishares Mbs ETF | — | NEW | New buy |
| 37 | WAY | Waystar Holding CORP | — | NEW | New buy |
| 38 | PAHC | Phibro Animal Health Corp-a | — | EXIT | Sold out |
| 39 | KGS | Kodiak Gas Services Inc | — | NEW | New buy |
| 40 | SW | Smurfit Westrock Plc | — | NEW | New buy |
| 41 | APTV | Aptiv PLC | — | EXIT | Sold out |
| 42 | ESNT | Essent Group Ltd. | — | EXIT | Sold out |
| 43 | IFF | Intl Flavors & Fragrances | — | NEW | New buy |
| 44 | MTG | Mgic Investment CORP | — | EXIT | Sold out |
| 45 | RDN | Radian Group Inc | — | EXIT | Sold out |
| 46 | GEV | GE Vernova Inc | — | NEW | New buy |
| 47 | AXTA | Axalta Coating Systems Ltd. | — | NEW | New buy |
| 48 | PLD | Prologis Inc | — | NEW | New buy |
| 49 | HASI | Ha Sustainable Infrastructur | — | NEW | New buy |
| 50 | SCHZ | Schwab US Aggregate Bond ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Advisors Preferred, LLC reported a total U.S. public equity portfolio value of $645.6M across 226 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IWN, XLF, QQQM) accounted for 19.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
XLF
市值: $30.8M
Top Position Liquidated / Trimmed
XLC
前期市值: $48.4M
During Q4 2025, Advisors Preferred, LLC's top holdings by market value included IWN (5.5%)、XLF (5.0%)、QQQM (4.0%). The largest single position, IWN, represented 5.5% of total portfolio value.
In Q4 2025, Advisors Preferred, LLC made 50 total portfolio adjustments, initiating 23 new buys, adding to 8 positions, trimming 6 holdings, and fully liquidating 13 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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