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Portfolio (Quarterly) Guide ↗

FIRETHORN WEALTH PARTNERS, LLC

· CIK 0001845743
13F Portfolio $310M AUM 201 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 23 New 80 Added 78 Reduced 13 Exited
Page 3 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DUK DUKE ENERGY CORP NEW Utilities 5,203.0 $659K 0.21% +33.0 +0.6% $126.58 -4.1%
42 V VISA INC Financial Services 1,800.0 $618K 0.20% +325.0 +22.0% $343.12 +10.4%
43 LMUB ISHARES TR 11,763.0 $603K 0.19% +5K +67.7% $51.22 -5.3%
44 XLK SELECT SECTOR SPDR TR 3,062.0 $583K 0.19% +159.0 +5.5% $190.53 -2.4%
45 CVX CHEVRON CORPORATION Energy 3,499.0 $580K 0.19% +123.0 +3.6% $165.74 +27.5%
46 SHOP SHOPIFY INC Technology 5,060.0 $578K 0.19% +1K +32.8% $114.18 +27.8%
47 MA MASTERCARD INCORPORATED Financial Services 1,110.0 $570K 0.18% +206.0 +22.8% $513.69 +14.0%
48 KO COCA COLA CO Consumer Defensive 6,892.0 $560K 0.18% +143.0 +2.1% $81.27 +9.3%
49 LOW LOWES COS INC Consumer Cyclical 2,470.0 $545K 0.18% +25.0 +1.0% $220.51 -8.4%
50 PM PHILIP MORRIS INTL INC Consumer Defensive 3,004.0 $543K 0.17% +52.0 +1.8% $180.91 +2.9%
51 MO ALTRIA GROUP INC Consumer Defensive 7,406.0 $533K 0.17% +41.0 +0.6% $71.95 -3.4%
52 GE GE AEROSPACE Industrials 1,307.0 $489K 0.16% +69.0 +5.6% $373.87 -10.8%
53 JBND J P MORGAN EXCHANGE TRADED F 8,848.0 $473K 0.15% +2K +36.2% $53.50 -2.1%
54 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 498.0 $466K 0.15% +57.0 +12.9% $935.38 -1.1%
55 LMT LOCKHEED MARTIN CORP Industrials 902.0 $460K 0.15% +52.0 +6.1% $509.68 +4.6%
56 JCPB J P MORGAN EXCHANGE TRADED F 9,407.0 $442K 0.14% +276.0 +3.0% $46.94 -2.1%
57 BMNR BITMINE IMMERSION TECHS INC Financial Services 32,856.0 $437K 0.14% +5K +19.6% $13.31 +98.7%
58 VSS VANGUARD INTL EQUITY INDEX F 2,731.0 $421K 0.14% +476.0 +21.1% $154.30 +4.1%
59 LLY ELI LILLY & CO Healthcare 317.0 $381K 0.12% +29.0 +10.1% $1200.77 -3.4%
60 CHICAGO ATLANTIC BDC INC 38,654.0 $378K 0.12% +3K +8.3% $9.77
Page 3 of 4  ·  80 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.3%
Financial Services 22.4%
Industrials 10.0%
Consumer Cyclical 9.9%
Communication Services 7.7%
Consumer Defensive 6.0%
Utilities 4.8%
Healthcare 4.4%
Real Estate 3.6%
Energy 1.7%