Advertisement
Screener

Amicus Financial Advisors, LLC Historic Quarter Change: USA Stocks, New

Amicus Financial Advisors, LLC historic quarter change: USA Stocks, New

In share positions in stocks (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Amicus Financial Advisors, LLC opened 7 positions, added to 8, reduced 6 and sold out of 6.

  • Q2 2026: Stock EROK; Country of operation United States; Class Stock; Shares before 0.
  • Q2 2026: Stock XOM; Country of operation United States; Class Stock; Shares before 0.
  • Q2 2026: Stock META; Country of operation United States; Class Stock; Shares before 0.
  • Q2 2026: Stock CELH; Country of operation United States; Class Stock; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2113629), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-20); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026EROK
EAGLEROCK LD LLC CL A SHS REP LTD
United StatesStock0189,301+189,301$0$4,022,646+$4,022,6462026-07-20
Q2 2026XOM
EXXONMOBIL HOLDINGS CORP COM SHS
United StatesStock04,062+4,062$0$555,297+$555,2972026-07-20
Q2 2026META
META PLATFORMS INC CL A
United StatesStock0567+567$0$319,363+$319,3632026-07-20
Q2 2026CELH
CELSIUS HLDGS INC COM NEW
United StatesStock08,704+8,704$0$254,853+$254,8532026-07-20
Q2 2026ELF
E L F BEAUTY INC COM
United StatesStock03,292+3,292$0$243,608+$243,6082026-07-20
Q2 2026NOW
SERVICENOW INC COM
United StatesStock02,047+2,047$0$203,226+$203,2262026-07-20
Q1 2026EOG
EOG RES INC COM
United StatesStock01,620+1,620$0$234,224+$234,2242026-04-14

Similar Firms

Firm NameCountry13F ValueHoldings
Investment Planning Advisors, Inc.United States$0.363B107
Modus Advisors, LLCUnited States$0.363B117
Anfield Capital Management, LLCUnited States$0.363B716
CYPRESS FINANCIAL PLANNING LLCUnited States$0.363B102
Virtus Investment Advisers, LLCUnited States$0.363B450
REIK & CO., LLCUnited States$0.363B77
ROMAN BUTLER FULLERTON & COUnited States$0.364B267
WBI INVESTMENTS, LLCUnited States$0.362B404
EVEXIA WEALTH LLCUnited States$0.364B84
HighVista Strategies LLCUnited States$0.362B156