STABLEFORD CAPITAL II LLC Q3 2025 Filing

Filed October 14, 2025

Portfolio Value

$276.7B

Holdings

138

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (138 positions)

#StockSharesValue% PortfolioType
1
VXXBARCLAYS BANK PLC
466,087$15.5B5.59%
2
GOOGLALPHABET INC
58,548$14.2B5.14%
3
MSFTMICROSOFT CORP
23,292$12.1B4.36%
4
IEFISHARES TR
102,394$9.9B3.57%
5
AMZNAMAZON COM INC
44,320$9.7B3.52%
6
SHVISHARES TR
78,429$8.7B3.13%
7
BILSPDR SERIES TRUST
81,936$7.5B2.72%
8
METAMETA PLATFORMS INC
9,956$7.3B2.64%
9
IAU*ISHARES GOLD TR
97,376$7.1B2.56%
10
SGOVISHARES TR
58,727$5.9B2.14%
11
LLYELI LILLY & CO
7,539$5.8B2.08%
12
SCHRSCHWAB STRATEGIC TR
223,940$5.6B2.03%
13
VGITVANGUARD SCOTTSDALE FDS
87,048$5.2B1.89%
14
AAPLAPPLE INC
19,223$4.9B1.77%
15
SJBPROSHARES TR
307,457$4.7B1.71%
16
MLB1MERCADOLIBRE INC
1,957$4.6B1.65%
17
XOMEXXON MOBIL CORP
35,632$4.0B1.45%
18
SCHWSCHWAB CHARLES CORP
34,883$3.3B1.20%
19
VVISA INC
9,542$3.3B1.18%
20
NVDANVIDIA CORPORATION
16,669$3.1B1.12%
21
WFCWELLS FARGO CO NEW
36,600$3.1B1.11%
22
SIVRABRDN SILVER ETF TRUST
65,202$2.9B1.05%
23
CRWDCROWDSTRIKE HLDGS INC
5,839$2.9B1.03%
24
MAMASTERCARD INCORPORATED
4,782$2.7B0.98%
25
LOWLOWES COS INC
10,538$2.6B0.96%
26
SHWSHERWIN WILLIAMS CO
7,626$2.6B0.95%
27
HDHOME DEPOT INC
6,510$2.6B0.95%
28
JPMJPMORGAN CHASE & CO.
8,133$2.6B0.93%
29
XLUSELECT SECTOR SPDR TR
27,847$2.4B0.88%
30
PLDPROLOGIS INC.
21,090$2.4B0.87%
31
VTWOVANGUARD SCOTTSDALE FDS
22,164$2.2B0.78%
32
REGREGENCY CTRS CORP
28,478$2.1B0.75%
33
LVLNSPDR SERIES TRUST
32,610$2.1B0.75%
34
ENBENBRIDGE INC
37,901$1.9B0.69%
35
FRTFEDERAL RLTY INVT TR NEW
18,602$1.9B0.68%
36
LINLINDE PLC
3,773$1.8B0.65%
37
ABTABBOTT LABS
13,031$1.7B0.63%
38
TMUST-MOBILE US INC
7,176$1.7B0.62%
39
ARCCARES CAPITAL CORP
82,873$1.7B0.61%
40
MAAMID-AMER APT CMNTYS INC
11,982$1.7B0.61%
41
ESSESSEX PPTY TR INC
6,112$1.6B0.59%
42
STZCONSTELLATION BRANDS INC
12,063$1.6B0.59%
43
AVBAVALONBAY CMNTYS INC
8,400$1.6B0.59%
44
WMBWILLIAMS COS INC
25,456$1.6B0.58%
45
NEMNEWMONT CORP
18,901$1.6B0.58%
46
GEGE AEROSPACE
5,269$1.6B0.57%
47
TRPTC ENERGY CORP
29,026$1.6B0.57%
48
JNJJOHNSON & JOHNSON
8,487$1.6B0.57%
49
ASMLASML HOLDING N V
1,532$1.5B0.54%
50
TRVCCITIGROUP INC
14,160$1.4B0.52%
51
ETNEATON CORP PLC
3,618$1.4B0.49%
52
TAT&T INC
47,886$1.4B0.49%
53
TMOTHERMO FISHER SCIENTIFIC INC
2,766$1.3B0.48%
54
HUBBHUBBELL INC
3,103$1.3B0.48%
55
4I1PHILIP MORRIS INTL INC
7,899$1.3B0.46%
56
ORCLORACLE CORP
4,459$1.3B0.45%
57
BACVERIZON COMMUNICATIONS INC
28,433$1.2B0.45%
58
IWDISHARES TR
6,048$1.2B0.44%
59
USBUS BANCORP DEL
25,253$1.2B0.44%
60
AVGOBROADCOM INC
3,588$1.2B0.43%
61
FCXFREEPORT-MCMORAN INC
29,777$1.2B0.42%
62
AMDADVANCED MICRO DEVICES INC
7,192$1.2B0.42%
63
CVXCHEVRON CORP NEW
7,434$1.2B0.42%
64
DUKDUKE ENERGY CORP NEW
9,161$1.1B0.41%
65
COSTCOSTCO WHSL CORP NEW
1,220$1.1B0.41%
66
MRKMERCK & CO INC
13,153$1.1B0.40%
67
SOSOUTHERN CO
11,629$1.1B0.40%
68
EOGEOG RES INC
9,761$1.1B0.40%
69
AGNCAGNC INVT CORP
111,312$1.1B0.39%
70
CEGCONSTELLATION ENERGY CORP
3,310$1.1B0.39%
71
TJXTJX COS INC NEW
7,249$1.0B0.38%
72
BACBANK AMERICA CORP
20,059$1.0B0.37%
73
NLYANNALY CAPITAL MANAGEMENT IN
51,199$1.0B0.37%
74
UNHUNITEDHEALTH GROUP INC
2,993$1.0B0.37%
75
BABOEING CO
4,758$1.0B0.37%
76
COPCONOCOPHILLIPS
10,795$1.0B0.37%
77
MDTMEDTRONIC PLC
10,715$1.0B0.37%
78
UBERUBER TECHNOLOGIES INC
10,379$1.0B0.37%
79
MCOMOODYS CORP
2,132$1.0B0.37%
80
WMTWALMART INC
9,846$1.0B0.37%
81
MSCIMSCI INC
1,784$1.0B0.37%
82
CATCATERPILLAR INC
2,114$1.0B0.36%
83
ESTAESTABLISHMENT LABS HLDGS INC
24,599$1.0B0.36%
84
WELLWELLTOWER INC
5,649$1.0B0.36%
85
GEVGE VERNOVA INC
1,626$999.8M0.36%
86
RTXRTX CORPORATION
5,946$994.9M0.36%
87
ABBVABBVIE INC
4,293$994.0M0.36%
88
ECLECOLAB INC
3,627$993.3M0.36%
89
QXOQXO INC
52,014$991.4M0.36%
90
KOCOCA COLA CO
14,880$986.8M0.36%
91
NFLXNETFLIX INC
823$986.7M0.36%
92
NEENEXTERA ENERGY INC
13,067$986.4M0.36%
93
BRK/BBERKSHIRE HATHAWAY INC DEL
1,949$979.8M0.35%
94
PGPROCTER AND GAMBLE CO
6,354$976.3M0.35%
95
MCDMCDONALDS CORP
3,199$972.1M0.35%
96
CRMSALESFORCE INC
4,040$957.5M0.35%
97
CMPSCOMPASS PATHWAYS PLC
164,662$943.5M0.34%
98
VSTVISTRA CORP
4,775$935.5M0.34%
99
VCLTVANGUARD SCOTTSDALE FDS
11,924$925.9M0.33%
100
BSXBOSTON SCIENTIFIC CORP
9,167$895.0M0.32%
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