Presidio Capital Management, LLC Purchases in Q4 2025

Presidio Capital Management, LLC

  • $329 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
715K
New
$57.9 - $61.26 $41.4M - $43.8M
715K $42.9M
DGRO
Ishares Core Dividend Growth E

ETFs
355K
New
$66.93 - $69.17 $23.8M - $24.6M
355K $24.3M
NOW
Service Now, Inc.

Technology
1.93K
+ 409.57%
$835.79 - $946.29 $1.61M - $1.82M
2.4K $2M
LPLA
Lpl Financial Holdings Inc.

Financial Services
2.2K
+ 96.24%
$312.18 - $378.94 $687K - $834K
4.49K $1.66M
XLE
Energy Sector Spdr

ETFs
6.91K
New
$85.22 - $92.02 $589K - $636K
6.91K $635K
IVV
Ishares Core S&P 500 ETF

ETFs
757
+ 7.5%
$656.2 - $690.71 $497K - $523K
10.9K $7.33M
FTSL
First Trust Senior Ln Fund

ETFs
10.2K
+ 35.0%
$45.62 - $45.98 $464K - $467K
39.2K $1.8M
XLK
Technology Sector Spdr

ETFs
1.57K
New
$278.39 - $304.13 $436K - $477K
1.57K $451K
TMUS
T Mobile Us, Inc.

Communication Services
1.87K
New
$201.01 - $233.26 $376K - $437K
1.87K $404K
AAPL
Apple Inc.

Technology
841
+ 9.1%
$245.27 - $275.25 $206K - $231K
10.1K $2.7M
MLPX
Global X Mlp & Energy Infrastr

ETFs
12.4K
+ 6.18%
$57.84 - $62.5 $716K - $774K
213K $12.8M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
3.41K
+ 10.53%
$63.98 - $67.45 $218K - $230K
35.8K $2.38M
IEFA
Ishares Tr

ETFs
2.73K
New
$86.09 - $89.88 $235K - $245K
2.73K $242K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
2.02K
New
$101.39 - $114.39 $205K - $231K
2.02K $230K
GOOG
Alphabet Inc.

Communication Services
354
+ 12.09%
$237.49 - $291.74 $84.1K - $103K
3.28K $937K
AMZN
Amazon Com Inc

Consumer Cyclical
411
+ 5.09%
$213.04 - $254.0 $87.6K - $104K
8.49K $1.99M
WMT
Walmart Inc.

Consumer Defensive
2.04K
New
$101.18 - $109.03 $207K - $223K
2.04K $210K
IEMG
Ishares Inc

ETFs
3.78K
New
N/A
3.78K $202K
IAU
Ishares Gold Trust

ETFs
2.17K
+ 62.34%
$72.65 - $82.5 $158K - $179K
5.65K $435K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
266
+ 52.05%
$600.51 - $631.95 $160K - $168K
777 $480K
GOOGL
Alphabet Inc.

Communication Services
255
+ 10.45%
$236.57 - $291.31 $60.3K - $74.3K
2.7K $744K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
2.71K
+ 6.55%
$50.33 - $50.81 $137K - $138K
44.1K $2.23M
HGER
Harbor ETF Tr All Weather Infl
4.46K
+ 30.24%
$25.61 - $27.12 $114K - $121K
19.2K $513K
IWM
Ishares Russell 2000 ETF

ETFs
593
+ 18.01%
$236.79 - $250.33 $140K - $148K
3.89K $922K
COST
Costco Wholesale Corp

Consumer Defensive
108
+ 16.34%
$910.94 - $954.99 $98.4K - $103K
769 $701K
MSFT
Microsoft Corp

Technology
168
+ 6.52%
$496.82 - $542.07 $83.5K - $91.1K
2.75K $1.39M
IYW
Ishares Dj Us Tech ETF

ETFs
166
+ 4.6%
$192.8 - $211.27 $32K - $35.1K
3.78K $752K
STIM
Neuronetics, Inc.

Healthcare
25.6K
+ 216.96%
$1.97 - $3.12 $50.5K - $80K
37.4K $73K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
498
+ 15.37%
$76.84 - $80.86 $38.3K - $40.3K
3.74K $295K
TDW
Tidewater Inc

Energy
40
+ 0.75%
$47.29 - $58.92 $1.89K - $2.36K
5.35K $314K
UNH
Unitedhealth Group Inc

Healthcare
244
+ 12.74%
$320.52 - $369.92 $78.2K - $90.3K
2.16K $692K
JNJ
Johnson & Johnson

Healthcare
43
+ 3.14%
$185.98 - $199.58 $8K - $8.58K
1.41K $282K
QCOM
Qualcomm Inc

Technology
152
+ 5.16%
$153.59 - $187.68 $23.3K - $28.5K
3.1K $516K
SPY
Spdr S&P 500 ETF Trust

ETFs
36
+ 6.49%
$653.02 - $687.39 $23.5K - $24.7K
591 $393K
NOTV
Inotiv, Inc.

Healthcare
16.3K
New
$1.01 - $1.53 $16.5K - $25K
16.3K $16K
NVDA
Nvidia Corp

Technology
53
+ 0.35%
$179.83 - $207.04 $9.53K - $11K
15.1K $2.82M
ABBV
Abb Vie Inc.

Healthcare
26
+ 2.52%
$211.96 - $244.38 $5.51K - $6.35K
1.06K $247K
IWF
Ishares Russell 1000 Gr ETF

ETFs
3
+ 0.12%
$459.47 - $491.71 $1.38K - $1.48K
2.44K $1.15M
Ishares Bitcoin Trust ETF
670
+ 17.87%
N/A
4.42K $0
Inhibrx Biosciences Inc
3.39K
New
N/A
3.39K $0
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
47
+ 0.43%
$36.47 - $38.19 $1.71K - $1.79K
10.9K $410K
PLTR
Palantir Technologies Inc.

Technology
26
+ 1.91%
$172.14 - $207.18 $4.48K - $5.39K
1.38K $240K
JPM
Jpmorgan Chase & CO

Financial Services
79
+ 3.18%
$294.11 - $320.41 $23.2K - $25.3K
2.56K $769K
HD
Home Depot, Inc.

Consumer Cyclical
22
+ 3.74%
$358.03 - $397.02 $7.88K - $8.73K
610 $218K
META
Meta Platforms, Inc.

Communication Services
28
+ 4.99%
$609.01 - $751.67 $17.1K - $21K
589 $358K
BX
Blackstone Inc.

Financial Services
209
+ 7.09%
$138.42 - $168.45 $28.9K - $35.2K
3.16K $437K
TSLA
Tesla, Inc.

Consumer Cyclical
112
+ 2.8%
$401.99 - $468.37 $45K - $52.5K
4.11K $1.68M
Activity Summary
Buys All Purchases 48 New Holdings 12 Increased Positions 36 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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