Top Institutional Investors

Advisors Preferred, LLC — 13F Holdings & Portfolio

CIK 1598841 · latest 13F-HR filed 2026-05-05

Backtest portfolio

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$679.0M

Long-equity book

Holdings

216

Distinct positions

Period

2026-03-31

Filed 2026-05-05

Q/Q Activity

+78 / −89 / ↑82 / ↓43

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • State Street SPDR S&P 500 ETF Trust USD Class$65.6M +363.5%
  • Invesco Emerging Markets Sovereign Debt ETF$8.0M +299.4%
  • Costco Wholesale Corporation$6.0M +404.7%
  • Goldman Sachs Equal Weight US Large Cap Equity ETF$5.3M +163.8%
  • WisdomTree US LargeCap Dividend Fund USD Class$5.0M +85.5%
Show all 82 →

Top Trims

  • iShares Russell 2000 Value ETF USD Class-$33.2M -99.0%
  • iShares Russell 1000 Value ETF USD Class-$14.2M -83.7%
  • Amphenol Corporation-$4.8M -59.5%
  • Cintas Corporation-$2.3M -82.5%
  • Invesco S&P 500 Equal Weight ETF USD Class-$2.2M -39.1%
Show all 43 →

New Positions

  • iShares 1 3 Year Treasury Bond ETF USD Class$33.9M
  • State Street Energy Select Sector SPDR ETF USD Class$18.9M
  • Catalyst Pharmaceuticals Inc.$9.4M
  • Alerian MLP ETF USD Class$7.4M
  • Linde plc$6.3M
Show all 78 →

Exited Positions

  • State Street Financial Select Sector SPDR ETF USD Class$30.8M
  • State Street Technology Select Sector SPDR ETF USD Class$9.7M
  • State Street Consumer Discretionary Select Sector SPDR ETF$9.6M
  • iShares MSCI EAFE ETF$8.5M
  • Progressive Corporation (The)$5.6M
Show all 89 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 State Street SPDR S&P 500 ETF Trust USD Class SPY 78462F103 $83.7M 12.33% 128,688 SH
2 iShares 1 3 Year Treasury Bond ETF USD Class SHY 464287457 $33.9M 4.99% 410,623 SH
3 Invesco Nasdaq 100 ETF USD Class QQQM 46138G649 $26.3M 3.87% 110,640 SH
4 Schwab US Dividend Equity ETF USD Class SCHD 808524797 $24.1M 3.54% 784,530 SH
5 iShares 0-3 Month Treasury Bond ETF USD Class SGOV 46436E718 $19.5M 2.87% 193,330 SH
6 State Street Energy Select Sector SPDR ETF USD Class XLE 81369Y506 $18.9M 2.79% 309,224 SH
7 Vanguard Russell 1000 Growth ETF VONG 92206C680 $16.9M 2.49% 153,990 SH
8 iShares 7 10 Year Treasury Bond ETF USD Class IEF 464287440 $14.5M 2.13% 151,885 SH
9 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF 09789C788 $14.0M 2.07% 278,900 SH
10 Vanguard Dividend Appreciation ETF USD Class VIG 921908844 $12.0M 1.77% 55,983 SH
11 NVIDIA Corporation NVDA 67066G104 $11.5M 1.70% 66,000 SH
12 SPDR Bloomberg Convertible Securities ETF ETF CWB 78464A359 $11.5M 1.69% 125,232 SH
13 SPDR Bloomberg 1-3 Month T-Bill ETF USD Class BIL 78468R663 $11.4M 1.68% 124,480 SH
14 BNY Mellon US Large Cap Core Equity ETF USD Class BKLC 09661T107 $11.2M 1.65% 89,643 SH
15 WisdomTree US LargeCap Dividend Fund USD Class DLN 97717W307 $10.9M 1.61% 122,349 SH
16 Apple Inc. AAPL 037833100 $10.7M 1.58% 42,263 SH
17 Invesco Emerging Markets Sovereign Debt ETF PCY 46138E784 $10.7M 1.57% 511,065 SH
18 Vanguard Value ETF Class A VTV 922908744 $10.5M 1.54% 53,400 SH
19 Catalyst Pharmaceuticals Inc. CPRX 14888U101 $9.4M 1.39% 381,183 SH
20 Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW 381430438 $8.5M 1.25% 100,000 SH
21 Microsoft Corporation MSFT 594918104 $8.0M 1.19% 21,740 SH
22 Alphabet Inc. GOOGL 02079K305 $8.0M 1.18% 27,800 SH
23 State Street SPDR Portfolio S&P 500 ETF USD Class SPYM 78464A854 $7.7M 1.13% 100,005 SH
24 Caterpillar Inc. CAT 149123101 $7.6M 1.12% 10,745 SH
25 Costco Wholesale Corporation COST 22160K105 $7.4M 1.10% 7,475 SH
26 Alerian MLP ETF USD Class AMLP 00162Q452 $7.4M 1.08% 139,680 SH
27 Linde plc LIN G54950103 $6.3M 0.92% 12,667 SH
28 Broadcom Inc. AVGO 11135F101 $6.2M 0.91% 19,962 SH
29 iShares 20 plus Year Treasury Bond ETF USD Class TLT 464287432 $5.8M 0.86% 67,047 SH
30 iShares Russell Mid-Cap Value ETF IWS 464287473 $5.6M 0.82% 38,288 SH
31 Bank of Hawaii Corporation BOH 062540109 $5.6M 0.82% 75,129 SH
32 Waste Management Inc. WM 94106L109 $5.3M 0.78% 2,296 SH
33 Amazon.com Inc. AMZN 023135106 $5.3M 0.78% 25,300 SH
34 iShares MBS ETF USD Class MBB 464288588 $5.0M 0.74% 53,155 SH
35 State Street SPDR Nuveen ICE Municipal Bond ETF USD Class TFI 78468R721 $5.0M 0.74% 110,894 SH
36 VanEck Intermediate Muni ETF USD Class ITM 92189H201 $5.0M 0.74% 108,254 SH
37 Intercontinental Exchange Inc. ICE 45866F104 $5.0M 0.73% 52,104 SH
38 Range Resources Corporation RRC 75281A109 $4.5M 0.66% 98,978 SH
39 GE Vernova Inc. GEV 36828A101 $4.4M 0.65% 5,043 SH
40 American Tower Corporation AMT 03027X100 $4.4M 0.64% 25,236 SH
41 First Horizon Corporation FHN 320517105 $4.0M 0.58% 173,823 SH
42 Darling Ingredients Inc. DAR 237266101 $3.9M 0.57% 62,466 SH
43 JPMorgan Chase & Company JPM 46625H100 $3.7M 0.54% 12,500 SH
44 Meta Platforms Inc. META 30303M102 $3.6M 0.53% 6,300 SH
45 Kodiak Gas Services Inc. KGS 50012A108 $3.5M 0.52% 60,860 SH
46 Walmart Inc. WMT 931142103 $3.5M 0.52% 28,200 SH
47 TD SYNNEX Corporation SNX 87162W100 $3.5M 0.51% 20,550 SH
48 BrightSpring Health Services Inc. BTSG 10950A106 $3.4M 0.50% 80,254 SH
49 Invesco S&P 500 Equal Weight ETF USD Class RSP 46137V357 $3.4M 0.50% 17,617 SH
50 Amphenol Corporation APH 032095101 $3.3M 0.48% 26,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-05 $679.0M 216 0001598841-26-000002
2025-12-31 2026-02-02 $614.3M 228 0001598841-26-000001