J. M. Brown & Associates Inc.’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

J. M. Brown & Associates Inc.’s Portfolio SOXL Stock Details SOXL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$244K	Buy	+914	New	+$154K	0.14%	149

Other funds holding SOXL

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return

October Effect Virginia Beach, Virginia $106M AUM 85.28% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

BLVD Private Wealth Prospect, Kentucky $135M AUM 32.03% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

J. M. Brown & Associates Inc.'s SOXL Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in Direxion Daily Semiconductor Bull 3X ETF (SOXL) in Q2 2026: 914 shares worth $244K. The stake represents 0.14% of the portfolio and ranks #149 among its holdings.

50 funds tracked by Wall St. Rank hold SOXL as of Q2 2026.

J. M. Brown & Associates Inc. held 914 shares of Direxion Daily Semiconductor Bull 3X ETF worth $244K as of Q2 2026.
Direxion Daily Semiconductor Bull 3X ETF was a new J. M. Brown & Associates Inc. position in Q2 2026.
Direxion Daily Semiconductor Bull 3X ETF made up 0.14% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #149 holding.
50 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.