Notify me when CHARTIST INC /CA/ files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 21 | $84,641,326 | $0 | $0 | $0 | QQQ, DIA, IWB, XHB, IWM | 13F-HR | 20 Nov 2025, 16:33 |
| Q4 2024 | 25 | $109,848,608 | +$5,019 | -$2,823,048 | -$2,818,029 | DIA, IWB, QQQ, IWM, XHB | 13F-HR | 12 Feb 2025, 11:41 |
| Q3 2024 | 25 | $111,149,144 | +$430 | -$6,100,579 | -$6,100,149 | DIA, IWB, QQQ, IWM, XHB | 13F-HR | 14 Nov 2024, 16:07 |
| Q2 2024 | 28 | $109,582,643 | +$227,081 | -$2,099,477 | -$1,872,396 | DIA, QQQ, IWB, IWM, XHB | 13F-HR | 06 Aug 2024, 13:02 |
| Q1 2024 | 23 | $111,021,031 | +$676,765 | -$2,986,647 | -$2,309,882 | DIA, IWB, QQQXXXX, IWM, XHB | 13F-HR | 14 May 2024, 16:45 |
| Q4 2023 | 25 | $106,465,161 | +$754,768 | -$3,419,386 | -$2,664,618 | DIA, IWB, QQQXXXX, IWM, XHB | 13F-HR | 13 Feb 2024, 15:04 |
| Q3 2023 | 26 | $96,863,392 | +$591,076 | -$8,495,772 | -$7,904,696 | DIA, IWB, QQQXXXX, IWM, XHB | 13F-HR | 13 Nov 2023, 15:19 |
| Q2 2023 | 23 | $93,859,888 | +$33,475,682 | -$20,520,612 | +$12,955,070 | DIA, IWB, IWM, XHB, CEFXXXX | 13F-HR | 14 Aug 2023, 17:40 |
| Q1 2023 | 17 | $70,943,878 | $0 | DIA, IWB, IWM, XHB, CEFXXXX | 13F-HR | 10 May 2023, 14:24 | ||
| Q2 2022 | 20 | $90,131,207 | +$688,093 | -$4,073,831 | -$3,385,738 | DIA, IWB, QQQXXXX, IWM, XHB | 13F-HR | 15 Aug 2022, 14:30 |
| Q1 2022 | 29 | $116,438,295 | +$308 | -$3,440,667 | -$3,440,359 | DIA, IWB, QQQXXXX, IWM, IWO | 13F-HR | 12 May 2022, 12:52 |
| Q4 2021 | 32 | $129,093,870 | +$4,286,608 | -$331,556 | +$3,955,052 | DIA, IWB, QQQXXXX, IWM, IWO | 13F-HR | 14 Feb 2022, 12:37 |
| Q3 2021 | 33 | $116,693,058 | +$1,096,327 | -$3,861,437 | -$2,765,110 | DIA, IWB, QQQXXXX, IWM, IWO | 13F-HR | 15 Nov 2021, 14:55 |
| Q2 2021 | 31 | $121,363,457 | +$8,154,026 | -$1,227,248 | +$6,926,778 | DIA, IWB, QQQXXXX, IWM, IWO | 13F-HR | 11 Aug 2021, 14:13 |
| Q1 2021 | 24 | $107,107,055 | +$516,849 | -$4,807,426 | -$4,290,577 | DIA, IWB, QQQXXXX, IWM, XHB | 13F-HR | 13 May 2021, 13:47 |
| Q4 2020 | 23 | $104,840,068 | +$3,222 | -$5,644,759 | -$5,641,537 | DIA, IWB, QQQXXXX, IWM, AMZN | 13F-HR | 11 Feb 2021, 15:43 |
| Q3 2020 | 24 | $97,519,720 | $0 | DIA, IWB, QQQXXXX, IWM, AMZN | 13F-HR | 10 Nov 2020, 13:26 | ||
| Q4 2019 | 25 | $82,994,810 | +$545,697 | -$1,198,776 | -$653,079 | IWM, QQQXXXX, DIA, VTI, IWB | 13F-HR | 05 Feb 2020, 12:04 |
| Q3 2019 | 27 | $78,865,816 | +$2,029,043 | -$2,554,219 | -$525,176 | IWM, QQQXXXX, DIA, VTI, AXDXXXXX | 13F-HR | 14 Nov 2019, 11:49 |
| Q2 2019 | 23 | $79,977,701 | +$23,827,167 | -$2,953,935 | +$20,873,232 | IWM, QQQXXXX, DIA, AXDXXXXX, VTI | 13F-HR | 15 Aug 2019, 13:33 |
| Q1 2019 | 31 | $62,666,506 | +$35,132,041 | -$588,956 | +$34,543,085 | IWM, DIA, AXDXXXXX, NJR, KRE | 13F-HR | 08 May 2019, 17:45 |
| Q4 2018 | 26 | $25,134,003 | +$117,164 | -$78,041,743 | -$77,924,579 | DIA, IWM, KRE, AXDXXXXX, XLI | 13F-HR | 05 Feb 2019, 12:48 |
| Q3 2018 | 38 | $127,730,598 | +$1,482,036 | -$4,828,454 | -$3,346,418 | DIA, IWM, QQQXXXX, AXDXXXXX, IJR | 13F-HR | 07 Nov 2018, 12:23 |
| Q2 2018 | 35 | $123,078,484 | +$1,462,662 | -$705,343 | +$757,319 | DIA, IWM, QQQXXXX, AXDXXXXX, IJR | 13F-HR | 07 Aug 2018, 15:55 |
| Q1 2018 | 33 | $118,757,601 | +$376,625 | -$4,224,850 | -$3,848,225 | DIA, IWM, QQQXXXX, AXDXXXXX, KRE | 13F-HR | 08 May 2018, 15:43 |
| Q4 2017 | 35 | $125,989,188 | +$3,163,943 | -$2,410,781 | +$753,162 | DIA, IWM, QQQXXXX, AXDXXXXX, XHB | 13F-HR | 08 Feb 2018, 13:02 |
| Q3 2017 | 29 | $116,097,155 | +$434,276 | -$663,386 | -$229,110 | DIA, IWM, QQQXXXX, AXDXXXXX, KRE | 13F-HR | 14 Nov 2017, 12:31 |
| Q2 2017 | 29 | $111,412,735 | +$11,530,803 | -$1,311,712 | +$10,219,091 | DIA, IWM, QQQXXXX, AXDXXXXX, KRE | 13F-HR | 14 Aug 2017, 17:43 |
| Q1 2017 | 31 | $99,824,645 | +$1,032,276 | -$432,558 | +$599,718 | DIA, IWM, AXDXXXXX, KRE, XHB | 13F-HR | 11 May 2017, 12:49 |
| Q4 2016 | 33 | $149,552,437 | +$85,258 | -$3,913,904 | -$3,828,646 | SHW, DIA, IWM, AXDXXXXX, KRE | 13F-HR | 06 Feb 2017, 13:05 |
| Q3 2016 | 33 | $92,500,762 | +$243,884 | -$2,463,773 | -$2,219,889 | DIA, IWM, AXDXXXXX, XHB, IJR | 13F-HR | 31 Oct 2016, 12:28 |
| Q2 2016 | 41 | $101,062,524 | +$27,618,676 | -$8,981,370 | +$18,637,306 | DIA, IWM, QQQXXXX, IBB, XHB | 13F-HR | 02 Aug 2016, 14:52 |
| Q4 2015 | 55 | $118,889,728 | +$111,181,306 | -$184,112 | +$110,997,194 | VTI, DIA, IWM, IBB, XHB | 13F-HR | 29 Jan 2016, 12:46 |
| Q3 2015 | 11 | $13,850,000 | +$83 | -$75,239,847 | -$75,239,764 | SHW, IWM, XHB, VTI, KRE | Restatement | 30 Oct 2015, 15:50 |
| Q2 2015 | 36 | $147,406,000 | +$4,690,253 | -$1,560,665 | +$3,129,588 | IBB, IWM, VTI, XHB, DIA | 13F-HR | 17 Jul 2015, 13:14 |
| Q1 2015 | 39 | $194,396,000 | +$1,092,583 | -$1,713,382 | -$620,799 | S P D R S&P 500 ETF TR EXPIRES 01/22/2118, IBB, IWM, VTI, XHB | 13F-HR | 28 Apr 2015, 12:42 |
| Q4 2014 | 56 | $198,169,000 | +$14,068,758 | -$4,322,133 | +$9,746,625 | S P D R S&P 500 ETF TR EXPIRING 01/22/2118, IBB, IWM, VTI, DIA | 13F-HR | 27 Jan 2015, 16:18 |
| Q3 2014 | 42 | $175,484,279 | +$859,590 | -$781,377 | +$78,213 | S P D R S&P 500 ETF TR EXPIRING 01/22/2118, IBB, IWM, VTI, DIA | 13F-HR | 20 Oct 2014, 12:48 |
| Q2 2014 | 59 | $188,236,000 | +$14,914,874 | -$1,419,135 | +$13,495,739 | S P D R S&P 500 ETF TR EXPIRING 01/22/2118, IWM, IBB, VTI, DIA | 13F-HR | 29 Jul 2014, 12:47 |
| Q1 2014 | 41 | $168,693,000 | +$7,035,998 | -$1,721,789 | +$5,314,209 | S P D R S&P 500 ETF TR EXPIRING 01/22/2118, IWM, IBB, VTI, DIA | 13F-HR | 17 Apr 2014, 15:39 |
| Q4 2013 | 48 | $177,324,000 | $0 | S P D R S&P 500 ETF TR EXPIRING 01/22/2118, IWM, IBB, VTI, XHB | 13F-HR | 07 Feb 2014, 12:29 |