MAINSTAY CAPITAL MANAGEMENT LLC /ADV

PrivateCIK: 1127612
Location

GRAND BLANC, MI

143
Positions
$1.30B
Total AUM (reported)
19.34M
Total Shares

Allocation by class

TOTAL AUM$1.30B143 positions
ISHARES$133.27M10.3%
ISHARES NEW$131.38M10.1%
EFFICIENT GLD PL$125.12M9.6%
STRATEGAS MACRO$115.14M8.9%
FREEDOM 100 EM$99.64M7.7%
STATE STREET SPD$93.84M7.2%
COM$82.61M6.4%

Portfolio Concentration

Top 330.0%4–1042.4%11–2517.6%Rest10.0%TOP 1072.4%0%100%
Top 3$389.77M30.0%
4–10$549.77M42.4%
11–25$228.44M17.6%
Rest$129.21M10.0%

Top 3 weight

30.0%

Top 10 weight

72.4%

Voting Authority Distribution

Total shares with voting rights: 19.34M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

19.34M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole143
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings143
Rows:

ISHARES SILVER TR

SOLE
ISHARES
Shares1.96M
TypeSH
Market value$133.27M
10.27%
Sole
0.00
Shared
0.00
None
1.96M

ISHARES GOLD TR

SOLE
ISHARES NEW
Shares1.49M
TypeSH
Market value$131.38M
10.13%
Sole
0.00
Shared
0.00
None
1.49M

WISDOMTREE TR

SOLE
EFFICIENT GLD PL
Shares1.99M
TypeSH
Market value$125.12M
9.65%
Sole
0.00
Shared
0.00
None
1.99M

ADVISORS INNER CIRCLE FD III

SOLE
STRATEGAS MACRO
Shares2.93M
TypeSH
Market value$115.14M
8.88%
Sole
0.00
Shared
0.00
None
2.93M

EA SERIES TRUST

SOLE
FREEDOM 100 EM
Shares1.82M
TypeSH
Market value$99.64M
7.68%
Sole
0.00
Shared
0.00
None
1.82M

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares913.90K
TypeSH
Market value$89.48M
6.90%
Sole
0.00
Shared
0.00
None
913.90K

CAPITAL GROUP DIVIDEND VALUE

SOLE
SHS CREATION UNI
Shares1.91M
TypeSH
Market value$81.45M
6.28%
Sole
0.00
Shared
0.00
None
1.91M

FIRST TR EXCHANGE TRADED FD

SOLE
NASD TECH DIV
Shares687.58K
TypeSH
Market value$64.40M
4.96%
Sole
0.00
Shared
0.00
None
687.58K

TIDAL TRUST II

SOLE
ROUNDHILL GENER
Shares997.33K
TypeSH
Market value$61.68M
4.76%
Sole
0.00
Shared
0.00
None
997.33K

ISHARES TR

SOLE
MSCI USA VALUE
Shares267.15K
TypeSH
Market value$37.99M
2.93%
Sole
0.00
Shared
0.00
None
267.15K

INVESCO EXCH TRADED FD TR II

SOLE
NASDAQ 100 ETF
Shares154.46K
TypeSH
Market value$36.70M
2.83%
Sole
0.00
Shared
0.00
None
154.46K

GLOBAL X FDS

SOLE
GLOBAL X SILVER
Shares327.39K
TypeSH
Market value$29.49M
2.27%
Sole
0.00
Shared
0.00
None
327.39K

VANECK ETF TRUST

SOLE
GOLD MINERS ETF
Shares310.72K
TypeSH
Market value$28.51M
2.20%
Sole
0.00
Shared
0.00
None
310.72K

INVESCO EXCHANGE TRADED FD T

SOLE
AEROSPACE DEFN
Shares156.03K
TypeSH
Market value$25.85M
1.99%
Sole
0.00
Shared
0.00
None
156.03K

AMPLIFY ETF TR

SOLE
AMPLIFY JUNIOR S
Shares648.66K
TypeSH
Market value$19.28M
1.49%
Sole
0.00
Shared
0.00
None
648.66K

VANECK ETF TRUST

SOLE
JUNIOR GOLD MINE
Shares150.10K
TypeSH
Market value$18.02M
1.39%
Sole
0.00
Shared
0.00
None
150.10K

SPDR GOLD TR

SOLE
GOLD SHS
Shares39.04K
TypeSH
Market value$16.80M
1.30%
Sole
0.00
Shared
0.00
None
39.04K

ABRDN PRECIOUS METALS BASKET

SOLE
PHYSCL PRECS MET
Shares53.83K
TypeSH
Market value$11.77M
0.91%
Sole
0.00
Shared
0.00
None
53.83K

GRANITESHARES PLATINUM TR

SOLE
SHS BEN INT
Shares364.50K
TypeSH
Market value$6.89M
0.53%
Sole
0.00
Shared
0.00
None
364.50K

LAM RESEARCH CORP

SOLE
COM NEW
Shares30.60K
TypeSH
Market value$6.54M
0.50%
Sole
0.00
Shared
0.00
None
30.60K

ABRDN PALLADIUM ETF TRUST

SOLE
PHYSICAL PALLADM
Shares47.74K
TypeSH
Market value$6.43M
0.50%
Sole
0.00
Shared
0.00
None
47.74K

NVIDIA CORPORATION

SOLE
COM
Shares35.75K
TypeSH
Market value$6.24M
0.48%
Sole
0.00
Shared
0.00
None
35.75K

ALPHABET INC

SOLE
CAP STK CL C
Shares19.66K
TypeSH
Market value$5.64M
0.43%
Sole
0.00
Shared
0.00
None
19.66K

EXXON MOBIL CORP

SOLE
COM
Shares30.90K
TypeSH
Market value$5.24M
0.40%
Sole
0.00
Shared
0.00
None
30.90K

EXCHANGE TRADED CONCEPTS TRU

SOLE
ETC 6 MEGA CAP
Shares96.62K
TypeSH
Market value$5.03M
0.39%
Sole
0.00
Shared
0.00
None
96.62K
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