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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 8 of 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 JUSA J P MORGAN EXCHANGE TRADED F 5,669.0 $381K 0.12% NEW $67.18 +2.5%
142 LLY ELI LILLY & CO Healthcare 317.0 $381K 0.12% +29.0 +10.1% $1200.77 -2.4%
143 TPIF TIMOTHY PLAN 10,189.0 $380K 0.12% $37.31 +3.0%
144 CHICAGO ATLANTIC BDC INC 38,654.0 $378K 0.12% +3K +8.3% $9.77
145 GS GOLDMAN SACHS GROUP INC Financial Services 373.0 $377K 0.12% -5.0 -1.3% $1010.14 +0.8%
146 HONEYWELL AEROSPACE INC 1,691.0 $374K 0.12% NEW $221.12
147 SYSB ISHARES TR 4,049.0 $359K 0.12% +535.0 +15.2% $88.72 -2.4%
148 GTO INVESCO ACTIVELY MANAGED EXC 7,331.0 $344K 0.11% NEW $46.87 -2.1%
149 GGOV BLACKROCK ETF TRUST II 6,818.0 $343K 0.11% NEW $50.29 -0.3%
150 DIA STATE STR SPDR DOW JONES IND Financial Services 639.0 $334K 0.11% +201.0 +45.9% $522.30 +1.8%
151 UBER UBER TECHNOLOGIES INC Technology 4,619.0 $333K 0.11% -2K -33.5% $72.16 +5.8%
152 DGRO ISHARES TR 4,389.0 $333K 0.11% +606.0 +16.0% $75.80 +4.7%
153 GEV GE VERNOVA INC Utilities 281.0 $330K 0.11% +4.0 +1.4% $1174.36 -23.6%
154 JGLO J P MORGAN EXCHANGE TRADED F 4,556.0 $324K 0.10% -3K -41.8% $71.22 +2.9%
155 GNMA ISHARES TR 7,266.0 $321K 0.10% +101.0 +1.4% $44.23 -2.4%
156 BN BROOKFIELD CORP Financial Services 7,521.0 $320K 0.10% -169.0 -2.2% $42.59 -5.5%
157 NOK NOKIA CORP Technology 24,000.0 $319K 0.10% $13.28 -26.6%
158 CLM CORNERSTONE STRATEGIC INVEST Financial Services 42,157.0 $319K 0.10% +2K +4.7% $7.56 -12.6%
159 SLV ISHARES SILVER TR Financial Services 5,873.0 $314K 0.10% +996.0 +20.4% $53.47 +9.9%
160 JEMA J P MORGAN EXCHANGE TRADED F 4,857.0 $310K 0.10% -538.0 -10.0% $63.88 -2.4%
Page 8 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%