Arlington Capital Management, Inc. Q4 2024 Filing

Filed February 12, 2025

Portfolio Value

$144.6B

Holdings

91

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (91 positions)

#StockSharesValue% PortfolioType
1
ACWIISHARES TR
265,658$31.2B21.58%
2
IAU*ISHARES GOLD TR
294,216$14.6B10.07%
3
TLTISHARES TR
111,719$9.8B6.75%
4
NVDANVIDIA CORPORATION
41,645$5.6B3.87%
5
ITBISHARES TR
49,795$5.1B3.56%
6
IGVISHARES TR
44,723$4.5B3.10%
7
ZROZPIMCO ETF TR
59,442$4.1B2.82%
8
XLKSELECT SECTOR SPDR TR
15,345$3.6B2.47%
9
TBJLINNOVATOR ETFS TRUST
178,035$3.5B2.41%
10
VMBSVANGUARD SCOTTSDALE FDS
71,116$3.2B2.23%
11
ANETARISTA NETWORKS INC
28,446$3.1B2.17%
12
ALKTALKAMI TECHNOLOGY INC
75,564$2.8B1.92%
13
DELLDELL TECHNOLOGIES INC
21,858$2.5B1.74%
14
VXZBARCLAYS BANK PLC
44,609$2.3B1.56%
15
ZSZSCALER INC
11,677$2.1B1.46%
16
EPOLISHARES TR
95,805$2.0B1.38%
17
BGLDFIRST TR EXCHANGE-TRADED FD
100,634$1.8B1.28%
18
LIILENNOX INTL INC
2,971$1.8B1.25%
19
TFJLINNOVATOR ETFS TRUST
89,124$1.8B1.23%
20
SMCISUPER MICRO COMPUTER INC
52,953$1.6B1.12%
21
MHOM/I HOMES INC
11,885$1.6B1.09%
22
GOOGALPHABET INC
7,931$1.5B1.04%
23
NDQINVESCO QQQ TR
2,544$1.3B0.90%
24
MSFTMICROSOFT CORP
3,056$1.3B0.89%
25
COSTCOSTCO WHSL CORP NEW
1,401$1.3B0.89%
26
SSOPROSHARES TR
13,535$1.3B0.87%
27
EFVISHARES TR
19,262$1.0B0.70%
28
VRTVERTIV HOLDINGS CO
8,849$1.0B0.70%
29
ETVEATON VANCE TAX-MANAGED BUY-
69,065$995.2M0.69%
30
DDOMINION ENERGY INC
17,951$966.8M0.67%
31
RABROOKFIELD REAL ASSETS INCOM
70,230$935.5M0.65%
32
OXLCLOXFORD LANE CAP CORP
181,199$918.7M0.64%
33
AMZNAMAZON COM INC
4,120$903.9M0.62%
34
VXXBARCLAYS BANK PLC
19,694$902.0M0.62%
35
DMLDENISON MINES CORP
469,126$844.4M0.58%
36
BUFFINNOVATOR ETFS TRUST
17,512$786.5M0.54%
37
BUFZFIRST TR EXCHNG TRADED FD VI
32,771$782.9M0.54%
38
INTCINTEL CORP
38,087$763.6M0.53%
39
FFC0OAKTREE SPECIALTY LENDING CO
48,429$740.0M0.51%
40
DNPDNP SELECT INCOME FD INC
82,652$729.0M0.50%
41
ETBEATON VANCE TAX MNGED BUY WR
44,306$664.6M0.46%
42
METAMETA PLATFORMS INC
1,098$643.1M0.44%
43
XLFISELECT SECTOR SPDR TR
8,151$640.8M0.44%
44
HUBBHUBBELL INC
1,520$636.7M0.44%
45
LQDISHARES TR
5,890$629.3M0.44%
46
EUENCORE ENERGY CORP
182,890$623.7M0.43%
47
AAPLAPPLE INC
2,338$585.6M0.40%
48
ACPABRDN INCOME CREDIT STRATEGI
95,306$569.0M0.39%
49
VPUVANGUARD WORLD FD
3,400$555.6M0.38%
50
GBTCGRAYSCALE BITCOIN TRUST ETF
6,754$499.9M0.35%
51
HFROHIGHLAND OPPORTUNITIES
96,242$499.5M0.35%
52
PLTRPALANTIR TECHNOLOGIES INC
6,561$496.2M0.34%
53
AVGOBROADCOM INC
1,994$462.4M0.32%
54
SMHVANECK ETF TRUST
1,694$410.3M0.28%
55
MIGAMICROSTRATEGY INC
1,387$401.7M0.28%
56
NJULINNOVATOR ETFS TRUST
5,526$346.9M0.24%
57
NJANINNOVATOR ETFS TRUST
7,179$345.2M0.24%
58
NAPRINNOVATOR ETFS TRUST
6,808$343.1M0.24%
59
GUTGABELLI UTIL TR
67,962$341.8M0.24%
60
NOCTINNOVATOR ETFS TRUST
6,654$341.6M0.24%
61
AMDADVANCED MICRO DEVICES INC
2,756$332.9M0.23%
62
QCAPFIRST TR EXCHNG TRADED FD VI
14,992$331.8M0.23%
63
XMMOINVESCO EXCHANGE TRADED FD T
2,412$298.0M0.21%
64
XLYSELECT SECTOR SPDR TR
1,278$286.7M0.20%
65
XSEPFIRST TR EXCHNG TRADED FD VI
7,033$273.6M0.19%
66
XAUGFIRST TR EXCHNG TRADED FD VI
7,896$270.0M0.19%
67
ABBVABBVIE INC
1,506$267.6M0.19%
68
XLISELECT SECTOR SPDR TR
2,030$267.5M0.18%
69
XLFSELECT SECTOR SPDR TR
5,526$267.1M0.18%
70
XNOVFIRST TR EXCHNG TRADED FD VI
7,849$267.0M0.18%
71
XOCTFIRST TR EXCHNG TRADED FD VI
7,760$265.5M0.18%
72
XLRESELECT SECTOR SPDR TR
6,275$255.2M0.18%
73
DMBBNY MELLON MUN BD INFRASTRUC
24,089$249.3M0.17%
74
NUNU HLDGS LTD
24,042$249.1M0.17%
75
XLCSELECT SECTOR SPDR TR
2,556$247.4M0.17%
76
XLBSELECT SECTOR SPDR TR
2,835$238.5M0.16%
77
BLEBLACKROCK MUNI INCOME TR II
22,282$234.2M0.16%
78
IYWISHARES TR
1,460$232.9M0.16%
79
NIMNUVEEN SELECT MAT MUN FD
26,566$231.4M0.16%
80
PMXPIMCO MUN INCOME FD III
30,331$223.2M0.15%
81
RMMZRIVERNORTH MANAGED DUR MUN I
14,384$214.9M0.15%
82
MMDNYLI MACKAY DEFINEDTERM MUNI
14,333$214.0M0.15%
83
NDMONUVEEN DYNAMIC MUN OPPORTUNI
21,331$213.7M0.15%
84
ABTABBOTT LABS
1,841$208.2M0.14%
85
NOWSERVICENOW INC
190$201.4M0.14%
86
PDTHANCOCK JOHN PREM DIVID FD
14,426$183.8M0.13%
87
HGLBHIGHLAND GLOBAL ALLOCATION F
23,499$160.0M0.11%
88
ERHALLSPRING UTILITIES AND HIGH
14,412$154.5M0.11%
89
EDFVIRTUS STONE HBR EMRG MKTS I
30,395$142.9M0.10%
90
SKYTSKYWATER TECHNOLOGY INC
10,165$140.3M0.10%
91
RYDERYDE GROUP LTD
15,272$7.0M0.00%