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Portfolio (Quarterly) Guide ↗

FIRETHORN WEALTH PARTNERS, LLC

· CIK 0001845743
13F Portfolio $273M AUM 191 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 15 New 75 Added 78 Reduced 15 Exited
Page 7 of 10  ·  190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ETN EATON CORP PLC Industrials 1,301.0 $465K 0.17% -136.0 -9.5% $357.71 +12.7%
122 SHOP SHOPIFY INC Technology 3,810.0 $452K 0.17% NEW $118.62 -11.6%
123 MA MASTERCARD INCORPORATED Financial Services 904.0 $452K 0.17% -52.0 -5.4% $499.54 -1.3%
124 SFBS SERVISFIRST BANCSHARES INC Financial Services 6,196.0 $451K 0.17% $72.83 +7.6%
125 V VISA INC Financial Services 1,475.0 $446K 0.16% $302.17 +8.0%
126 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 441.0 $440K 0.16% +13.0 +3.0% $996.85 +0.6%
127 SPTM SPDR SERIES TRUST 5,473.0 $433K 0.16% +237.0 +4.5% $79.05 +15.0%
128 JCPB J P MORGAN EXCHANGE TRADED F 9,131.0 $430K 0.16% +538.0 +6.3% $47.08 -0.6%
129 DFEV DIMENSIONAL ETF TRUST 11,642.0 $417K 0.15% -524.0 -4.3% $35.78 +20.2%
130 EMXC ISHARES INC 5,292.0 $416K 0.15% -198.0 -3.6% $78.66 +27.1%
131 DEHP DIMENSIONAL ETF TRUST 12,157.0 $411K 0.15% -538.0 -4.2% $33.79 +27.8%
132 D DOMINION ENERGY INC Utilities 6,313.0 $390K 0.14% +152.0 +2.5% $61.82 +8.8%
133 XLK SELECT SECTOR SPDR TR 2,903.0 $386K 0.14% +645.0 +28.6% $132.88 +39.4%
134 TPIF TIMOTHY PLAN 10,183.0 $367K 0.14% -1K -12.8% $36.04 +5.7%
135 WRB BERKLEY W R CORP Financial Services 5,497.0 $364K 0.13% $66.28 +1.9%
136 GE GE AEROSPACE Industrials 1,238.0 $351K 0.13% -89.0 -6.7% $283.87 +10.8%
137 LMUB ISHARES TR 7,016.0 $350K 0.13% NEW $49.93 +0.9%
138 JBND J P MORGAN EXCHANGE TRADED F 6,497.0 $349K 0.13% NEW $53.77 -0.9%
139 UYLD ANGEL OAK FUNDS TRUST 6,721.0 $343K 0.13% +75.0 +1.1% $51.03 +0.3%
140 ICVT ISHARES TR 3,367.0 $343K 0.13% +617.0 +22.4% $101.80 +17.8%
Page 7 of 10  ·  190 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 25.5%
Financial Services 20.6%
Industrials 11.5%
Consumer Cyclical 10.4%
Communication Services 9.1%
Consumer Defensive 6.3%
Utilities 5.6%
Healthcare 5.1%
Real Estate 3.2%
Energy 2.5%