Shaker Financial Services, LLC Portfolio Holdings by Sector
Shaker Financial Services, LLC
- $282 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Asset Management | Financial Services
CSQ RMT JCE USA ETB ASG CET CHW 127 stocks |
$258,066
93.32% of portfolio
|
79
|
40
|
18
|
- |
0
Calls
0
Puts
|
|
ETFs | ETFs
SDHY SPY BMEZ FINS NMAI RSF QQQ BCAT 8 stocks |
$13,261
4.8% of portfolio
|
4
|
3
|
2
|
- |
0
Calls
0
Puts
|
|
N/A | N/A
DLY AIO 2 stocks |
$4,748
1.72% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | Financial
ZTR 1 stocks |
$454
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|