The Analysis of Hyposwiss Advisors SA's Holdings & P&L


Currently, Hyposwiss Advisors SA holds 105 types of securities in its portfolio with a total value $105.5M. In the most recent quarter, they have increased their positions in BAI (+62.9K shares, valued at $3.3M), QQQM (+3.4K shares, valued at $1.0M), PPLT (+64.1K shares, valued at $906.1K); decreased their positions in N/A (-5.0K shares, valued at $3.7M), EMXC (-13.9K shares, valued at $1.4M), PFXF (-47.0K shares, valued at $838.7K); initiated new positions in VHT (+2.2K shares, valued at $650.7K), IBTL (+1.2K shares, valued at $23.4K); completely sold out of XLE (previously valued at $254.1K).


1M P&L
+308.1K+0.34%
3M P&L
+2.6M+2.90%
HY P&L
+9.1M+10.91%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A86.2M
91.0%
2Internet Retail1.9M
2.0%
3Internet Content & Information1.4M
1.5%

Top Industries by Stock Count

1N/A71 stocks
78.0%
2Drug Manufacturers - General2 stocks
2.2%
3Semiconductors2 stocks
2.2%
Stock Holdings
VOO
VANGUARD INDEX FDS
-1.74%
Shares19.2K
Event2026-06-30
Filed2026-07-21
QQQ
INVESCO QQQ TR
0.22%
Shares11.5K
Event2026-06-30
Filed2026-07-21
VGK
VANGUARD INTL EQUITY INDEX F
9.17%
Shares58.2K
Event2026-06-30
Filed2026-07-21
EMXC
ISHARES INC
-22.47%
Shares48.0K
Event2026-06-30
Filed2026-07-21
EWJ
ISHARES INC
1.29%
Shares43.3K
Event2026-06-30
Filed2026-07-21
STATE STR SPDR S&P 500 ETF T
STATE STR SPDR S&P 500 ETF T
-48.86%
Shares5.2K
Event2026-06-30
Filed2026-07-21
IGF
ISHARES TR
3.00%
Shares57.3K
Event2026-06-30
Filed2026-07-21
QQQM
INVESCO EXCH TRADED FD TR II
41.08%
Shares11.8K
Event2026-06-30
Filed2026-07-21
VYM
VANGUARD WHITEHALL FDS
-19.51%
Shares21.9K
Event2026-06-30
Filed2026-07-21
BAI
BLACKROCK ETF TRUST
3099.51%
Shares65.0K
Event2026-06-30
Filed2026-07-21
URTH
ISHARES INC
3.14%
Shares15.1K
Event2026-06-30
Filed2026-07-21
ISHARES TR
ISHARES TR
0.00%
Shares3.8K
Event2026-06-30
Filed2026-07-21
HYLS
FIRST TR EXCHANGE-TRADED FD
24.99%
Shares67.3K
Event2026-06-30
Filed2026-07-21
RSP
INVESCO EXCHANGE TRADED FD T
0.00%
Shares12.7K
Event2026-06-30
Filed2026-07-21
ROBO
EXCHANGE TRADED CONCEPTS TRU
-10.56%
Shares31.0K
Event2026-06-30
Filed2026-07-21
AIRR
FIRST TR EXCHANGE TRADED FD
0.00%
Shares18.7K
Event2026-06-30
Filed2026-07-21
VXUS
VANGUARD STAR FDS
0.00%
Shares28.0K
Event2026-06-30
Filed2026-07-21
PYLD
PIMCO ETF TR
0.00%
Shares76.6K
Event2026-06-30
Filed2026-07-21
AMZN
AMAZON COM INC
0.00%
Shares7.9K
Event2026-06-30
Filed2026-07-21
SCHP
SCHWAB STRATEGIC TR
2.41%
Shares63.7K
Event2026-06-30
Filed2026-07-21
BLACKROCK ETF TRUST
BLACKROCK ETF TRUST
142.23%
Shares54.8K
Event2026-06-30
Filed2026-07-21
GOOGL
ALPHABET INC
0.00%
Shares4.0K
Event2026-06-30
Filed2026-07-21
AAPL
APPLE INC
-9.42%
Shares4.8K
Event2026-06-30
Filed2026-07-21
QAI
NEW YORK LIFE INVESTMENTS ET
-28.38%
Shares37.6K
Event2026-06-30
Filed2026-07-21
SLV
ISHARES SILVER TR
0.00%
Shares22.1K
Event2026-06-30
Filed2026-07-21
HEDJ
WISDOMTREE TR
0.00%
Shares20.7K
Event2026-06-30
Filed2026-07-21
MSFT
MICROSOFT CORP
0.00%
Shares2.9K
Event2026-06-30
Filed2026-07-21
PPLT
ABRDN PLATINUM ETF TRUST
900.00%
Shares71.3K
Event2026-06-30
Filed2026-07-21
JPMORGAN CHASE & CO
JPMORGAN CHASE & CO
0.00%
Shares2.9K
Event2026-06-30
Filed2026-07-21
MCHI
ISHARES TR
-34.64%
Shares18.1K
Event2026-06-30
Filed2026-07-21
BRK.B
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares1.8K
Event2026-06-30
Filed2026-07-21
IJH
ISHARES TR
8.52%
Shares11.1K
Event2026-06-30
Filed2026-07-21
IDV
ISHARES TR
0.00%
Shares19.9K
Event2026-06-30
Filed2026-07-21
EWL
ISHARES INC
8.50%
Shares10.5K
Event2026-06-30
Filed2026-07-21
VHT
VANGUARD WORLD FD
New
Shares2.2K
Event2026-06-30
Filed2026-07-21
DVY
ISHARES TR
0.00%
Shares4.1K
Event2026-06-30
Filed2026-07-21
VTEB
VANGUARD MUN BD FDS
0.00%
Shares10.7K
Event2026-06-30
Filed2026-07-21
IBDV
ISHARES TR
-5.51%
Shares24.0K
Event2026-06-30
Filed2026-07-21
VISA INC
VISA INC
0.00%
Shares1.5K
Event2026-06-30
Filed2026-07-21
APPLIED MATLS INC
APPLIED MATLS INC
-49.82%
Shares705
Event2026-06-30
Filed2026-07-21
SOXX
ISHARES TR
0.00%
Shares774
Event2026-06-30
Filed2026-07-21
BKNG
BOOKING HOLDINGS INC
2400.00%
Shares2.4K
Event2026-06-30
Filed2026-07-21
FSZ
FIRST TR EXCH TRD ALPHDX FD
29.24%
Shares4.4K
Event2026-06-30
Filed2026-07-21
ARES CAPITAL CORP
ARES CAPITAL CORP
98.10%
Shares19.3K
Event2026-06-30
Filed2026-07-21
IBDU
ISHARES TR
6.40%
Shares15.0K
Event2026-06-30
Filed2026-07-21
IBTM
ISHARES TR
0.00%
Shares15.2K
Event2026-06-30
Filed2026-07-21
FEUZ
FIRST TR EXCH TRD ALPHDX FD
0.00%
Shares5.1K
Event2026-06-30
Filed2026-07-21
IBDW
ISHARES TR
10.39%
Shares15.9K
Event2026-06-30
Filed2026-07-21
OBDC
BLUE OWL CAPITAL CORPORATION
97.02%
Shares30.4K
Event2026-06-30
Filed2026-07-21
BAB
INVESCO EXCH TRADED FD TR II
0.00%
Shares9.7K
Event2026-06-30
Filed2026-07-21
HYG
ISHARES TR
0.00%
Shares3.2K
Event2026-06-30
Filed2026-07-21
IAU
ISHARES GOLD TR
0.00%
Shares3.2K
Event2026-06-30
Filed2026-07-21
VTV
VANGUARD INDEX FDS
0.00%
Shares1.1K
Event2026-06-30
Filed2026-07-21
IBIT
ISHARES BITCOIN TRUST ETF
-40.88%
Shares7.2K
Event2026-06-30
Filed2026-07-21
NVDA
NVIDIA CORPORATION
0.00%
Shares1.2K
Event2026-06-30
Filed2026-07-21
URNM
SPROTT FDS TR
0.00%
Shares4.5K
Event2026-06-30
Filed2026-07-21
IBTQ
ISHARES TR
0.00%
Shares8.9K
Event2026-06-30
Filed2026-07-21
IBTK
ISHARES TR
0.00%
Shares11.2K
Event2026-06-30
Filed2026-07-21
TSM
TAIWAN SEMICONDUCTOR MANUFAC
0.00%
Shares450
Event2026-06-30
Filed2026-07-21
IBDX
ISHARES TR
1.20%
Shares8.4K
Event2026-06-30
Filed2026-07-21
IBDS
ISHARES TR
0.00%
Shares6.3K
Event2026-06-30
Filed2026-07-21
FLRN
SPDR SERIES TRUST
0.00%
Shares4.6K
Event2026-06-30
Filed2026-07-21
SNSR
GLOBAL X FDS
0.00%
Shares2.4K
Event2026-06-30
Filed2026-07-21
VST
VISTRA CORP
0.00%
Shares700
Event2026-06-30
Filed2026-07-21
IBDY
ISHARES TR
29.78%
Shares4.1K
Event2026-06-30
Filed2026-07-21
IBCA
ISHARES TR
0.00%
Shares4.1K
Event2026-06-30
Filed2026-07-21
PFXF
VANECK ETF TRUST
-89.19%
Shares5.7K
Event2026-06-30
Filed2026-07-21
META PLATFORMS INC
META PLATFORMS INC
0.00%
Shares180
Event2026-06-30
Filed2026-07-21
BA
BOEING CO
0.00%
Shares451
Event2026-06-30
Filed2026-07-21
XLI
SELECT SECTOR SPDR TR
0.00%
Shares515
Event2026-06-30
Filed2026-07-21
EMB
ISHARES TR
0.00%
Shares975
Event2026-06-30
Filed2026-07-21
TIP
ISHARES TR
-30.13%
Shares835
Event2026-06-30
Filed2026-07-21
DIS
DISNEY WALT CO
0.00%
Shares780
Event2026-06-30
Filed2026-07-21
IBDT
ISHARES TR
-21.60%
Shares2.7K
Event2026-06-30
Filed2026-07-21
MRK
MERCK & CO INC
0.00%
Shares505
Event2026-06-30
Filed2026-07-21
NEXTERA ENERGY INC
NEXTERA ENERGY INC
0.00%
Shares730
Event2026-06-30
Filed2026-07-21
IGSB
ISHARES TR
0.00%
Shares1.2K
Event2026-06-30
Filed2026-07-21
USMV
ISHARES TR
0.00%
Shares600
Event2026-06-30
Filed2026-07-21
WFC
WELLS FARGO & CO
0.00%
Shares666
Event2026-06-30
Filed2026-07-21
XLF
SELECT SECTOR SPDR TR
0.00%
Shares1.0K
Event2026-06-30
Filed2026-07-21
BG
BUNGE GLOBAL SA
0.00%
Shares500
Event2026-06-30
Filed2026-07-21
COP
CONOCOPHILLIPS
0.00%
Shares510
Event2026-06-30
Filed2026-07-21
JNJ
JOHNSON & JOHNSON
0.00%
Shares205
Event2026-06-30
Filed2026-07-21
IBTJ
ISHARES TR
0.00%
Shares2.3K
Event2026-06-30
Filed2026-07-21
IXC
ISHARES TR
-88.34%
Shares944
Event2026-06-30
Filed2026-07-21
ICE
INTERCONTINENTAL EXCHANGE IN
0.00%
Shares365
Event2026-06-30
Filed2026-07-21
EXXON MOBIL CORP
EXXON MOBIL CORP
0.00%
Shares305
Event2026-06-30
Filed2026-07-21
FEZ
SPDR INDEX SHS FDS
0.00%
Shares590
Event2026-06-30
Filed2026-07-21
IBTP
ISHARES TR
0.00%
Shares1.4K
Event2026-06-30
Filed2026-07-21
FDN
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares120
Event2026-06-30
Filed2026-07-21
UNITEDHEALTH GROUP INC
UNITEDHEALTH GROUP INC
0.00%
Shares68
Event2026-06-30
Filed2026-07-21
IHI
ISHARES TR
-92.53%
Shares550
Event2026-06-30
Filed2026-07-21
IBTO
ISHARES TR
0.00%
Shares1.1K
Event2026-06-30
Filed2026-07-21
EMN
EASTMAN CHEM CO
0.00%
Shares400
Event2026-06-30
Filed2026-07-21
ARK ETF TR
ARK ETF TR
0.00%
Shares631
Event2026-06-30
Filed2026-07-21
MASTERCARD INCORPORATED
MASTERCARD INCORPORATED
0.00%
Shares50
Event2026-06-30
Filed2026-07-21
IBDR
ISHARES TR
0.00%
Shares1.0K
Event2026-06-30
Filed2026-07-21
IBTL
ISHARES TR
New
Shares1.2K
Event2026-06-30
Filed2026-07-21
URA
GLOBAL X FDS
0.00%
Shares500
Event2026-06-30
Filed2026-07-21
QQEW
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares136
Event2026-06-30
Filed2026-07-21
TJX
TJX COS INC NEW
0.00%
Shares90
Event2026-06-30
Filed2026-07-21
IPAY
AMPLIFY ETF TR
0.00%
Shares250
Event2026-06-30
Filed2026-07-21
ISHARES TR
ISHARES TR
0.00%
Shares100
Event2026-06-30
Filed2026-07-21
IBTH
ISHARES TR
0.00%
Shares300
Event2026-06-30
Filed2026-07-21
XLE
SELECT SECTOR SPDR TR
Sold all
SharesN/A
Event2026-06-30
Filed2026-07-21

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available