Ferguson Shapiro LLC

data from 31/03/2026

Capitalization

$ 328.283 M

1.02%

Performance

$ 53.119 M

30.95%

Average holding period

6 years

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Ferguson Shapiro LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2026/03/31 TUA SIMPLIFY EXCHANGE TRADED FUN 14.95% 49.090 M $ 2326522 2024/03/31 -1.789 M $ -3.65 %
2026/03/31 RSSB TIDAL TRUST II 14.45% 47.448 M $ 1743773 2025/12/31 -1.456 M $ -3.24 %
2026/03/31 QJUN FIRST TR EXCHNG TRADED FD VI 6.24% 20.490 M $ 655777 2025/03/31 -584.062 K $ -1.85 %
2026/03/31 WCMI FIRST TR EXCHANGE-TRADED FD 6.20% 20.349 M $ 1213403 2025/12/31 -180.521 K $ -1.41 %
2026/03/31 SPLG SPDR SERIES TRUST 5.97% 19.584 M $ 255861 2026/03/31 0.000 $ 0.00 %
2026/03/31 RFEM FIRST TR EXCH TRADED FD III 5.45% 17.895 M $ 217818 2025/12/31 285.446 K $ 3.75 %
2026/03/31 XPND FIRST TR EXCHNG TRADED FD VI 5.31% 17.418 M $ 530624 2025/12/31 -1.549 M $ -9.06 %
2026/03/31 SCIO FIRST TR EXCHANGE-TRADED FD 5.27% 17.294 M $ 837868 2025/12/31 -124.595 K $ -0.77 %
2026/03/31 CGGR CAPITAL GROUP GROWTH ETF 4.38% 14.375 M $ 357687 2025/06/30 -1.403 M $ -9.62 %
2026/03/31 CTA SIMPLIFY EXCHANGE TRADED FUN 3.71% 12.170 M $ 402709 2025/12/31 1.141 M $ 10.86 %
2026/03/31 BOXX EA SERIES TRUST 2.98% 9.782 M $ 84113 2024/03/31 105.240 K $ 1.03 %
2026/03/31 CLOA BLACKROCK ETF TRUST II 2.91% 9.541 M $ 184065 2025/03/31 23.586 K $ 0.19 %
2026/03/31 MOAT VANECK ETF TRUST 2.79% 9.149 M $ 94614 2021/03/31 -609.380 K $ -6.62 %
2026/03/31 AAPL APPLE INC 1.93% 6.327 M $ 24931 2019/12/31 -367.634 K $ -6.65 %
2026/03/31 GRID FIRST TR EXCHANGE-TRADED FD 1.85% 6.065 M $ 37076 2025/12/31 358.702 K $ 6.90 %
2026/03/31 LMBS FIRST TR EXCHANGE-TRADED FD 1.37% 4.512 M $ 90590 2025/12/31 -15.371 K $ -0.36 %
2026/03/31 HD HOME DEPOT INC 1.22% 4.019 M $ 12221 2019/12/31 -190.429 K $ -4.42 %
2026/03/31 FTCB FIRST TR EXCHANGE-TRADED FD 1.08% 3.541 M $ 168924 2025/12/31 -42.882 K $ -1.27 %
2026/03/31 CLOI VANECK ETF TRUST 0.98% 3.201 M $ 60747 2024/03/31 -8.287 K $ -0.21 %
2026/03/31 LLY ELI LILLY & CO 0.80% 2.611 M $ 2839 2025/06/30 -222.915 K $ -14.41 %
2026/03/31 EMBX VANECK FDS 0.66% 2.175 M $ 43401 2025/12/31 -19.156 K $ -1.03 %
2026/03/31 TAIL CAMBRIA ETF TR 0.55% 1.810 M $ 154600 2026/03/31 0.000 $ 0.00 %
2026/03/31 HECA ETF OPPORTUNITIES TRUST 0.55% 1.804 M $ 62500 2026/03/31 0.000 $ 0.00 %
2026/03/31 LIN LINDE PLC 0.49% 1.596 M $ 3219 2023/06/30 283.723 K $ 16.27 %
2026/03/31 VT VANGUARD INTL EQUITY INDEX F 0.48% 1.559 M $ 11274 2026/03/31 0.000 $ 0.00 %
2026/03/31 MSFT MICROSOFT CORP 0.44% 1.445 M $ 3905 2019/12/31 -390.835 K $ -23.46 %
2026/03/31 DJUL FIRST TR EXCHNG TRADED FD VI 0.34% 1.128 M $ 24143 2024/09/30 -20.038 K $ -1.74 %
2026/03/31 AMZN AMAZON COM INC 0.31% 1.028 M $ 4934 2019/12/31 -111.825 K $ -9.77 %
2026/03/31 KMLM KRANESHARES TRUST 0.26% 858.690 K $ 30450 2026/03/31 0.000 $ 0.00 %
2026/03/31 BTAL AGF INVTS TR 0.26% 843.184 K $ 60400 2026/03/31 0.000 $ 0.00 %
2026/03/31 AYI ACUITY INC 0.25% 813.048 K $ 2901 2022/06/30 -231.557 K $ -22.17 %
2026/03/31 XVV ISHARES TR 0.22% 733.476 K $ 14902 2024/09/30 -51.858 K $ -6.60 %
2026/03/31 CVX CHEVRON CORPORATION 0.22% 730.019 K $ 3528 2022/03/31 191.913 K $ 35.75 %
2026/03/31 INVESCO EXCHANGE TRADED FD T 0.20% 671.051 K $ 6130 2026/03/31 0.000 $ 0.00 %
2026/03/31 KO COCA COLA CO 0.20% 668.551 K $ 8791 2022/06/30 62.265 K $ 8.78 %
2026/03/31 AMLP ALPS ETF TR 0.19% 629.048 K $ 11950 2026/03/31 0.000 $ 0.00 %
2026/03/31 USCI UNITED STS COMMODITY INDEX F 0.19% 628.140 K $ 6590 2025/09/30 145.204 K $ 22.82 %
2026/03/31 FXU FIRST TR EXCHANGE-TRADED FD 0.18% 587.642 K $ 11850 2026/03/31 0.000 $ 0.00 %
2026/03/31 MCK MCKESSON CORP 0.17% 543.827 K $ 628 2022/06/30 28.303 K $ 5.49 %
2026/03/31 GJUL FIRST TR EXCHNG TRADED FD VI 0.16% 531.480 K $ 13034 2023/12/31 -18.277 K $ -1.33 %
2026/03/31 GOOGL ALPHABET INC 0.16% 523.307 K $ 1820 2023/09/30 -50.651 K $ -8.13 %
2026/03/31 JNJ JOHNSON & JOHNSON 0.15% 478.678 K $ 1958 2024/12/31 78.616 K $ 18.11 %
2026/03/31 CLOB VANECK ETF TRUST 0.13% 431.859 K $ 8640 2024/12/31 -5.097 K $ -1.36 %
2026/03/31 NVDA NVIDIA CORPORATION 0.13% 431.815 K $ 2476 2024/06/30 -29.354 K $ -6.49 %
2026/03/31 SO SOUTHERN CO 0.13% 416.610 K $ 4316 2025/06/30 40.197 K $ 10.69 %
2026/03/31 VUG VANGUARD INDEX FDS 0.12% 390.927 K $ 895 2025/03/31 -45.707 K $ -10.47 %
2026/03/31 BRK-B BERKSHIRE HATHAWAY INC DEL 0.12% 387.673 K $ 809 2023/06/30 -18.971 K $ -4.67 %
2026/03/31 HON HONEYWELL INTL INC 0.12% 384.025 K $ 1699 2022/06/30 51.731 K $ 15.86 %
2026/03/31 PROSHARES TR 0.12% 378.400 K $ 17200 2026/03/31 0.000 $ 0.00 %
2026/03/31 FDX FEDEX CORP 0.12% 377.551 K $ 1060 2025/12/31 71.359 K $ 23.31 %
2026/03/31 ISEP INNOVATOR ETFS TRUST 0.11% 366.035 K $ 11163 2023/09/30 4.938 K $ 0.61 %
2026/03/31 T AT&T INC 0.11% 363.073 K $ 12524 2022/06/30 92.428 K $ 16.71 %
2026/03/31 HGRO ETF OPPORTUNITIES TRUST 0.11% 359.910 K $ 12900 2026/03/31 0.000 $ 0.00 %
2026/03/31 VSGX VANGUARD WORLD FD 0.11% 354.777 K $ 4946 2024/09/30 544.000 $ 0.15 %
2026/03/31 FJUL FIRST TR EXCHNG TRADED FD VI 0.11% 348.840 K $ 6375 2025/06/30 -27.892 K $ -2.15 %
2026/03/31 BMY BRISTOL-MYERS SQUIBB CO 0.10% 341.388 K $ 5629 2024/03/31 37.703 K $ 12.44 %
2026/03/31 CRH CRH PLC 0.10% 318.514 K $ 3030 2026/03/31 0.000 $ 0.00 %
2026/03/31 DBMF LITMAN GREGORY FDS TR 0.09% 308.133 K $ 10220 2026/03/31 0.000 $ 0.00 %
2026/03/31 SLV ISHARES SILVER TR 0.09% 306.630 K $ 4500 2025/12/31 16.739 K $ 5.77 %
2026/03/31 QQQ INVESCO QQQ TR 0.09% 286.930 K $ 497 2023/12/31 -111.167 K $ -6.04 %
2026/03/31 TSLA TESLA INC 0.09% 285.504 K $ 768 2025/09/30 -59.880 K $ -17.34 %
2026/03/31 XOM EXXON MOBIL CORP 0.09% 283.445 K $ 1671 2023/09/30 101.993 K $ 40.98 %
2026/03/31 VYM VANGUARD WHITEHALL FDS 0.09% 280.946 K $ 1897 2025/03/31 8.688 K $ 3.19 %
2026/03/31 JPM JPMORGAN CHASE & CO 0.08% 274.839 K $ 934 2024/12/31 -26.095 K $ -8.71 %
2026/03/31 CSCO CISCO SYS INC 0.08% 265.969 K $ 3428 2025/06/30 1.919 K $ 0.73 %
2026/03/31 DUK DUKE ENERGY CORP NEW 0.08% 255.202 K $ 1949 2025/06/30 26.759 K $ 11.71 %
2026/03/31 TMO THERMO FISHER SCIENTIFIC INC 0.07% 240.932 K $ 490 2022/03/31 -43.080 K $ -15.17 %
2026/03/31 CMDT PIMCO ETF TR 0.07% 230.731 K $ 7150 2026/03/31 0.000 $ 0.00 %
2026/03/31 GLD SPDR GOLD TR 0.07% 228.054 K $ 530 2025/12/31 22.596 K $ 8.57 %
2026/03/31 FTHI FIRST TR EXCHANGE TRADED FD 0.07% 225.201 K $ 9813 2024/12/31 -6.427 K $ -2.84 %
2026/03/31 VG VENTURE GLOBAL INC 0.07% 220.640 K $ 14000 2026/03/31 0.000 $ 0.00 %
2026/03/31 VEGI ISHARES INC 0.07% 220.545 K $ 4875 2026/03/31 0.000 $ 0.00 %
2026/03/31 IVV ISHARES TR 0.07% 218.172 K $ 334 2024/12/31 -10.597 K $ -4.63 %
2026/03/31 TPYP TORTOISE CAPITAL SERIES TRUS 0.07% 218.154 K $ 5150 2026/03/31 0.000 $ 0.00 %
2026/03/31 IBM INTERNATIONAL BUSINESS MACHS 0.07% 216.512 K $ 893 2025/03/31 -48.061 K $ -18.17 %
2026/03/31 ACWV ISHARES INC 0.07% 215.357 K $ 1802 2026/03/31 0.000 $ 0.00 %
2026/03/31 COST COSTCO WHOLESALE CORPORATION 0.06% 212.309 K $ 213 2023/06/30 0.000 $ 0.00 %
2026/03/31 CRAK VANECK ETF TRUST 0.06% 207.480 K $ 4200 2026/03/31 0.000 $ 0.00 %
2026/03/31 NAD NUVEEN QUALITY MUNCP INCOME 0.06% 205.562 K $ 17875 2024/09/30 -9.188 K $ -4.33 %
2026/03/31 HYTI FIRST TR EXCHANGE-TRADED FD 0.06% 202.326 K $ 10505 2025/09/30 -5.567 K $ -2.68 %
2026/03/31 LQTI FIRST TR EXCHANGE-TRADED FD 0.06% 201.752 K $ 10304 2025/09/30 -5.564 K $ -2.68 %
2026/03/31 ECC EAGLE POINT CREDIT COMPANY I 0.04% 122.665 K $ 32624 2025/12/31 -59.232 K $ -34.72 %
2026/03/31 GRO BRAZIL POTASH CORP 0.01% 45.360 K $ 14000 2026/03/31 0.000 $ 0.00 %
2026/03/31 SUUN POWERBANK CORP 0.00% 5.889 K $ 11000 2026/03/31 0.000 $ 0.00 %
2026/03/31 EPI WISDOMTREE TR 0.00% 0.000 $ 0 2023/09/30 0.000 $ 0.00 %
2026/03/31 BUZZ VANECK ETF TRUST 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2026/03/31 PTLC PACER FDS TR 0.00% 0.000 $ 0 2023/12/31 0.000 $ 0.00 %
2026/03/31 SSB SOUTHSTATE BK CORP 0.00% 0.000 $ 0 2025/09/30 0.000 $ 0.00 %
2026/03/31 PALL ABRDN PALLADIUM ETF TRUST 0.00% 0.000 $ 0 2025/12/31 0.000 $ 0.00 %
2026/03/31 BLOK AMPLIFY ETF TR 0.00% 0.000 $ 0 2025/09/30 0.000 $ 0.00 %
2026/03/31 EWW ISHARES INC 0.00% 0.000 $ 0 2025/12/31 0.000 $ 0.00 %
2026/03/31 PEP PEPSICO INC 0.00% 0.000 $ 0 2024/09/30 0.000 $ 0.00 %
2026/03/31 GLIN VANECK ETF TRUST 0.00% 0.000 $ 0 2023/12/31 0.000 $ 0.00 %
2026/03/31 IBIT ISHARES BITCOIN TRUST ETF 0.00% 0.000 $ 0 2025/09/30 0.000 $ 0.00 %
2026/03/31 BOND PIMCO ETF TR 0.00% 0.000 $ 0 2022/12/31 0.000 $ 0.00 %
2026/03/31 XLF SELECT SECTOR SPDR TR 0.00% 0.000 $ 0 2025/09/30 0.000 $ 0.00 %
2026/03/31 BKLC BNY MELLON ETF TRUST 0.00% 0.000 $ 0 2025/12/31 0.000 $ 0.00 %
2026/03/31 ARKX ARK ETF TR 0.00% 0.000 $ 0 2025/09/30 0.000 $ 0.00 %
2026/03/31 ARKQ ARK ETF TR 0.00% 0.000 $ 0 2025/09/30 0.000 $ 0.00 %
2026/03/31 QTUM ETF SER SOLUTIONS 0.00% 0.000 $ 0 2025/12/31 0.000 $ 0.00 %