The Analysis of Dale Q Rice Investment Management Ltd's Holdings

Currently, Dale Q Rice Investment Management Ltd holds 65 types of securities in its portfolio with a total value $139.6M. In the most recent quarter, they have increased their positions in USD (+207.7K shares, valued at $10.9M), QLD (+116.2K shares, valued at $8.2M), XLK (+2.9K shares, valued at $417.4K); decreased their positions in AAPL (-3.1K shares, valued at $829.4K), IHI (-4.3K shares, valued at $267.9K), SPY (-249 shares, valued at $169.8K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC105.5K shares-2.81%2025-12-312026-01-30

USD PROSHARES ULTRA SEMICONDUCTORS ETF438.6K shares89.98%2025-12-312026-01-30

QLD PROSHARES ULTRA QQQ ETF239.5K shares94.33%2025-12-312026-01-30

INVSC QQQ TRUST SRS 1 ETF INVSC QQQ TRUST SRS 1 ETF14.1K shares-1.69%2025-12-312026-01-30

SPY SPDR S&P 500 ETF10.3K shares-2.37%2025-12-312026-01-30

ALPHABET INC CLASS CLASS A ALPHABET INC CLASS CLASS A14.9K shares-0.29%2025-12-312026-01-30

TSLA TESLA INC8.2K shares-0.11%2025-12-312026-01-30

BERKSHIRE HATHAWAY CLASS CLASS B BERKSHIRE HATHAWAY CLASS CLASS B6.2K shares-2.95%2025-12-312026-01-30

Sponsored

XSD STATE SRT SPDR S&P SMCNDCTR ETF9.5K shares-2.00%2025-12-312026-01-30

NVDA NVIDIA CORP15.8K shares0.01%2025-12-312026-01-30

IYW ISHARES US TECHNOLOGY ETF11.2K shares-0.23%2025-12-312026-01-30

IJH ISHARES CORE S&P MID CAPETF30.2K shares-6.51%2025-12-312026-01-30

MSFT MICROSOFT CORP4.0K shares-0.32%2025-12-312026-01-30

IHI ISHARES US MEDICAL DEVICES ETF28.0K shares-13.34%2025-12-312026-01-30

TMFC MOTLEY FOOL 100 INDEX ETF24.0K shares-2.65%2025-12-312026-01-30

MA MASTERCARD INC CLASS CLASS A2.9K shares0.00%2025-12-312026-01-30

Sponsored

AMZN AMAZON.COM INC6.3K shares-0.63%2025-12-312026-01-30

ROM PROSHARES ULTRA TECHNOLOGY ETF14.5K shares-1.42%2025-12-312026-01-30

LAM RESH CORP LAM RESH CORP6.6K shares0.00%2025-12-312026-01-30

ALPHABET INC CLASS CLASS C ALPHABET INC CLASS CLASS C3.3K shares-0.54%2025-12-312026-01-30

XLK STATE STRET TEC SELECT SEC SPDR ETF6.6K shares77.99%2025-12-312026-01-30

PLTR PALANTIR TECHNOLOGIES INCLASS CLASS A5.0K shares0.79%2025-12-312026-01-30

DVY ISHARES SELECT DIVIDEND ETF6.3K shares-0.36%2025-12-312026-01-30

SCHWAB PRIME ADVANTAGE MONEY INVESTOR SCHWAB PRIME ADVANTAGE MONEY INVESTOR816.8K shares-2.85%2025-12-312026-01-30

Sponsored

INVSC S P 500 EQUAL WEIGHT ETF INVSC S P 500 EQUAL WEIGHT ETF4.1K shares-9.41%2025-12-312026-01-30

XSW ST SRT SPDR S&P SFTWR AND SRVCS ETF4.1K shares-8.47%2025-12-312026-01-30

BLACKSTONE INC BLACKSTONE INC4.8K shares0.00%2025-12-312026-01-30

SCHWAB US TREASURY MONEY INVESTOR SCHWAB US TREASURY MONEY INVESTOR683.5K shares-3.07%2025-12-312026-01-30

ROCKET LAB CORP CLASS CLASS A ROCKET LAB CORP CLASS CLASS A9.8K shares3.17%2025-12-312026-01-30

FBT FIRST TRUST NYSE ARCA BIOTECH ID ETF3.2K shares-16.29%2025-12-312026-01-30

SCHD SCHWAB US DIVIDEND EQUITY ETF23.0K shares0.00%2025-12-312026-01-30

BOOT BOOT BARN HLDGS INC3.5K shares-11.53%2025-12-312026-01-30

Sponsored

DIG PROSHARES ULTRA ENERGY ETF15.5K shares0.00%2025-12-312026-01-30

CAT CATERPILLAR INC944 shares0.00%2025-12-312026-01-30

RFG INVSC S P MIDCAP 400 PURE GROWTH ETF9.9K shares0.00%2025-12-312026-01-30

VANGUARD WINDSOR INVESTOR SHARES VANGUARD WINDSOR INVESTOR SHARES22.7K shares6.76%2025-12-312026-01-30

IJR ISHARES CORE S&P SMALL CAP ETF4.1K shares-12.17%2025-12-312026-01-30

DWS CORE EQUITY S DWS CORE EQUITY S13.8K shares10.16%2025-12-312026-01-30

AGG ISHARES CORE US AGGREGATE BOND ETF4.7K shares0.00%2025-12-312026-01-30

COST COSTCO WHSL CORP NEW537 shares0.00%2025-12-312026-01-30

Sponsored

FXL FIRST TRUST TECHNOLOGY ALPHADEX ETF2.7K shares-9.92%2025-12-312026-01-30

DE DEERE & CO934 shares0.00%2025-12-312026-01-30

MERCK & CO. INC. MERCK & CO. INC.4.1K shares0.00%2025-12-312026-01-30

DIA SPDR DOW JONES INDUSTRIAL AVRG ETF898 shares-13.32%2025-12-312026-01-30

TQQQ PROSHARES ULTRAPRO QQQ ETF8.1K shares96.42%2025-12-312026-01-30

SCHWAB S&P 500 INDEX SCHWAB S&P 500 INDEX24.2K shares1.11%2025-12-312026-01-30

BA BOEING CO1.9K shares-0.68%2025-12-312026-01-30

IBB ISHARES BIOTECHNOLOGY ETF2.4K shares-3.58%2025-12-312026-01-30

Sponsored

PANW PALO ALTO NETWORKS INC2.1K shares-0.95%2025-12-312026-01-30

RFV INVSC S P MIDCAP 400 PURE VALUE ETF2.9K shares-11.76%2025-12-312026-01-30

HLT HILTON WORLDWIDE HLDGS I1.1K shares-0.97%2025-12-312026-01-30

JPM JPMORGAN CHASE & CO993 shares0.00%2025-12-312026-01-30

RPV INVSC S P 500 PURE VALUEETF3.1K shares-0.67%2025-12-312026-01-30

CVX CHEVRON CORP NEW2.0K shares-0.68%2025-12-312026-01-30

HIG HARTFORD INS GROUP INC2.2K shares0.00%2025-12-312026-01-30

FV FIRST TRST DORSEY WRIGHTFOCUS 5 ETF4.8K shares0.00%2025-12-312026-01-30

Sponsored

SOXX ISHARES SEMICONDUCTOR ETF1.0K shares0.00%2025-12-312026-01-30

IYJ ISHARES US INDUSTRIALS ETF2.0K shares0.00%2025-12-312026-01-30

MGM MGM RESORTS INTL8.1K shares-0.49%2025-12-312026-01-30

SYK STRYKER CORP815 shares0.00%2025-12-312026-01-30

CSCO CISCO SYS INC3.6K shares0.00%2025-12-312026-01-30

BROADCOM INC BROADCOM INC807 shares0.00%2025-12-312026-01-30

SSO PROSHARES ULTRA S&P 500 ETF4.7K shares100.00%2025-12-312026-01-30

FDN FIRST TRUST INTERNET INDEX CF ETF786 shares0.00%2025-12-312026-01-30

Sponsored

CRWD CROWDSTRIKE HLDGS INC CLASS A442 shares-0.23%2025-12-312026-01-30

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available

TradeFomo Institution Holdings Analysis: Dale Q Rice Investment Management Ltd | TradeFomo