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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 10 of 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 JIVE J P MORGAN EXCHANGE TRADED F 2,575.0 $237K 0.08% +219.0 +9.3% $91.95 +6.9%
182 ALL ALLSTATE CORP Financial Services 981.0 $234K 0.07% +5.0 +0.5% $238.03 +9.1%
183 XLG INVESCO EXCHANGE TRADED FD T 3,803.0 $233K 0.07% -2K -39.2% $61.24 +1.7%
184 OMFL INVESCO EXCH TRD SLF IDX FD 3,377.0 $231K 0.07% -311.0 -8.4% $68.54 +2.4%
185 SCHG SCHWAB STRATEGIC TR 6,805.0 $230K 0.07% NEW $33.84 +4.2%
186 WFC WELLS FARGO & CO Financial Services 2,692.0 $222K 0.07% +52.0 +2.0% $82.65 +6.8%
187 GLW CORNING INC Technology 869.0 $222K 0.07% NEW $255.48 -42.3%
188 IEF ISHARES TR 2,337.0 $221K 0.07% NEW $94.57 -2.5%
189 INTC INTEL CORP Technology 1,564.0 $218K 0.07% NEW $139.63 -36.5%
190 JIG J P MORGAN EXCHANGE TRADED F 2,495.0 $218K 0.07% NEW $87.18 -3.8%
191 GOF GUGGENHEIM STRATEGIC OPPORTU Financial Services 19,817.0 $216K 0.07% +935.0 +5.0% $10.92 -13.1%
192 ICVT ISHARES TR 1,772.0 $216K 0.07% -2K -47.4% $121.75 -7.7%
193 ILCV ISHARES TR 2,013.0 $204K 0.07% NEW $101.24 +6.8%
194 UYLD ANGEL OAK FUNDS TRUST 3,989.0 $203K 0.07% -3K -40.6% $51.00 -0.0%
195 BCAT BLACKROCK CAP ALLOCATION TER Financial Services 12,558.0 $200K 0.06% NEW $15.93 -0.4%
196 PDI PIMCO DYNAMIC INCOME FD Financial Services 11,721.0 $196K 0.06% +439.0 +3.9% $16.70 -8.6%
197 STWD STARWOOD PPTY TR INC Real Estate 11,836.0 $194K 0.06% -463.0 -3.8% $16.38 -4.5%
198 AG FIRST MAJESTIC SILVER CORP Basic Materials 10,495.0 $178K 0.06% +500.0 +5.0% $16.96 +23.1%
199 NUVB NUVATION BIO INC Healthcare 20,401.0 $116K 0.04% $5.68 +21.0%
200 IMMUNITYBIO INC 12,256.0 $107K 0.04% $8.76
Page 10 of 10  ·  200 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%