HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing SOXX Share Count | ||||
| CX Institutional | 27 | 1,892 | +1,865 | +6907.41% |
| Park Avenue Securities LLC | 1,815 | 10,361 | +8,546 | +470.85% |
| CWM LLC | 1,884 | 3,587 | +1,703 | +90.39% |
| WealthCare Investment Partners LLC | 1,716 | 2,966 | +1,250 | +72.84% |
| Trilogy Capital Inc. | 1,275 | 1,932 | +657 | +51.53% |
| Wealthcare Advisory Partners LLC | 6,543 | 9,074 | +2,531 | +38.68% |
| Dynamic Advisor Solutions LLC | 23,001 | 28,915 | +5,914 | +25.71% |
| Davis Investment Partners LLC | 2,535 | 3,149 | +614 | +24.22% |
| Brookstone Capital Management | 6,630 | 8,229 | +1,599 | +24.12% |
| MinichMacGregor Wealth Management LLC | 41,118 | 48,952 | +7,834 | +19.05% |
| Wealth Enhancement Advisory Services LLC | 27,549 | 30,512 | +2,963 | +10.76% |
| Global Wealth Strategies & Associates | 450 | 495 | +45 | +10.00% |
| Apella Capital LLC | 1,785 | 1,950 | +165 | +9.24% |
| Patriot Investment Management Inc. | 2,445 | 2,637 | +192 | +7.85% |
| David J Yvars Group | 25,605 | 26,713 | +1,108 | +4.33% |
| Founders Financial Securities LLC | 3,234 | 3,318 | +84 | +2.60% |
| Signet Financial Management LLC | 2,745 | 2,806 | +61 | +2.22% |
| Juncture Wealth Strategies LLC | 5,043 | 5,144 | +101 | +2.00% |
| Stratos Wealth Advisors LLC | 4,584 | 4,631 | +47 | +1.03% |
| Ausdal Financial Partners Inc. | 10,518 | 10,625 | +107 | +1.02% |
| Cadent Capital Advisors LLC | 22,710 | 22,877 | +167 | +0.74% |
| Legend Financial Advisors Inc. | 54,486 | 54,858 | +372 | +0.68% |
| RFG Advisory LLC | 1,485 | 1,495 | +10 | +0.67% |
| Capital Market Strategies LLC | 6,372 | 6,403 | +31 | +0.49% |
| Royal Fund Management LLC | 32,772 | 32,807 | +35 | +0.11% |
| GSG Advisors LLC | 2,958 | 2,961 | +3 | +0.10% |
| Fragasso Group Inc. | 1,134 | 1,135 | +1 | +0.09% |
| 13F Filers Reporting New Positions In SOXX | ||||
| Retirement Planning Group | 0 | 12,068 | +12,068 | +100% |
| Mather Group LLC. | 0 | 16 | +16 | +100% |
| Sound Income Strategies LLC | 0 | 881 | +881 | +100% |
| Avondale Wealth Management | 0 | 411 | +411 | +100% |
| Chicago Capital LLC | 0 | 939 | +939 | +100% |
| Ellis Investment Partners LLC | 0 | 2,854 | +2,854 | +100% |
| Cedar Brook Financial Partners LLC | 0 | 957 | +957 | +100% |
| Private Capital Management LLC | 0 | 1,056 | +1,056 | +100% |
| Kathmere Capital Management LLC | 0 | 2,040 | +2,040 | +100% |
| Red Spruce Capital LLC | 0 | 2,280 | +2,280 | +100% |
| Procyon Private Wealth Partners LLC | 0 | 888 | +888 | +100% |
| Capital CS Group LLC | 0 | 1,196 | +1,196 | +100% |
| Fermata Advisors LLC | 0 | 16,318 | +16,318 | +100% |
| Astoria Portfolio Advisors LLC. | 0 | 1,056 | +1,056 | +100% |
| Global Assets Advisory LLC | 0 | 475,321 | +475,321 | +100% |
| Coston McIsaac & Partners | 0 | 47 | +47 | +100% |
| Midwest Financial Group LLC | 0 | 3,176 | +3,176 | +100% |
| Ehrlich Financial Group | 0 | 2,715 | +2,715 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| NBC Securities Inc. | 249 | 249 | UNCH | 0.00% |
| Salem Investment Counselors Inc. | 378 | 378 | UNCH | 0.00% |
| Barrett & Company Inc. | 9 | 9 | UNCH | 0.00% |
| Optimum Investment Advisors | 231 | 231 | UNCH | 0.00% |
| WBH Advisory Inc. | 1,200 | 1,200 | UNCH | 0.00% |
| Merrion Investment Management Co LLC | 1,500 | 1,500 | UNCH | 0.00% |
| Harbor Investment Advisory LLC | 90 | 90 | UNCH | 0.00% |
| Asset Dedication LLC | 225 | 225 | UNCH | 0.00% |
| First PREMIER Bank | 75 | 75 | UNCH | 0.00% |
| Cypress Wealth Services LLC | 1,074 | 1,074 | UNCH | 0.00% |
| Yarbrough Capital LLC | 82,383 | 82,383 | UNCH | 0.00% |
| RDA Financial Network | 2,991 | 2,991 | UNCH | 0.00% |
| CVA Family Office LLC | 39 | 39 | UNCH | 0.00% |
| GAMMA Investing LLC | 186 | 186 | UNCH | 0.00% |
| Financial Synergies Wealth Advisors Inc. | 114 | 114 | UNCH | 0.00% |
| 13F Filers Decreasing SOXX Share Count | ||||
| IMC Chicago LLC | 169,134 | 22,739 | -146,395 | -86.56% |
| First National Corp MA ADV | 46,554 | 15,496 | -31,058 | -66.71% |
| Armstrong Advisory Group Inc. | 402 | 134 | -268 | -66.67% |
| Ignite Planners LLC | 2,937 | 1,574 | -1,363 | -46.41% |
| Banque Cantonale Vaudoise | 13,311 | 8,624 | -4,687 | -35.21% |
| Kingswood Wealth Advisors LLC | 2,421 | 1,779 | -642 | -26.52% |
| First Financial Bank Trust Division | 12,318 | 9,714 | -2,604 | -21.14% |
| Rockland Trust Co. | 10,035 | 7,929 | -2,106 | -20.99% |
| AFG Fiduciary Services Limited Partnership | 5,250 | 4,200 | -1,050 | -20.00% |
| City Holding Co. | 9,840 | 7,914 | -1,926 | -19.57% |
| CMH Wealth Management LLC | 48,906 | 44,588 | -4,318 | -8.83% |
| Financial Management Professionals Inc. | 4,113 | 3,877 | -236 | -5.74% |
| AdvisorNet Financial Inc | 249 | 236 | -13 | -5.22% |
| Traynor Capital Management Inc. | 35,688 | 34,137 | -1,551 | -4.35% |
| Stratos Wealth Partners LTD. | 11,514 | 11,068 | -446 | -3.87% |
| Keel Point LLC | 5,946 | 5,717 | -229 | -3.85% |
| Pallas Capital Advisors LLC | 10,506 | 10,132 | -374 | -3.56% |
| Tsfg LLC | 198 | 192 | -6 | -3.03% |
| Independence Bank of Kentucky | 2,745 | 2,662 | -83 | -3.02% |
| International Assets Investment Management LLC | 3,795 | 3,708 | -87 | -2.29% |
| Sunbelt Securities Inc. | 8,391 | 8,210 | -181 | -2.16% |
| Apeiron RIA LLC | 7,830 | 7,702 | -128 | -1.63% |
| Toth Financial Advisory Corp | 45,753 | 45,225 | -528 | -1.15% |
| Robinson Value Management Ltd. | 6,282 | 6,224 | -58 | -0.92% |
| SOA Wealth Advisors LLC. | 2,172 | 2,168 | -4 | -0.18% |
| Fulton Bank N.A. | 39,189 | 39,150 | -39 | -0.10% |
| 13F Filers Exiting SOXX | ||||
| Independent Wealth Network Inc. | 2,541 | 0 | -2,541 | -100.00% |
| Powell Investment Advisors LLC | 264 | 0 | -264 | -100.00% |
| Moisand Fitzgerald Tamayo LLC | 48 | 0 | -48 | -100.00% |
| JJJ Advisors Inc. | 84 | 0 | -84 | -100.00% |
| Annex Advisory Services LLC | 2,427 | 0 | -2,427 | -100.00% |
| Wiley BROS. Aintree Capital LLC | 17,760 | 0 | -17,760 | -100.00% |
See Summary: Institutional Holders of SOXX
See Details: Top 10 Hedge Funds Holding SOXX
