The Analysis of A4 Wealth Advisors LLC's Holdings
Currently, A4 Wealth Advisors LLC holds 158 types of securities in its portfolio with a total value $118.6M. In the most recent quarter, they have increased their positions in DYNF (+72.4K shares, valued at $4.3M), SPYM (+52.7K shares, valued at $4.1M), TLH (+36.1K shares, valued at $3.7M); initiated new positions in DYNF (+72.4K shares, valued at $4.3M), SPYM (+52.7K shares, valued at $4.1M), TLH (+36.1K shares, valued at $3.7M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DYNF BLACKROCK ETF TRUST72.4K sharesnew addition2025-09-302025-11-04
SPYM SPDR SERIES TRUST52.7K sharesnew addition2025-09-302025-11-04 TLH ISHARES TR36.1K sharesnew addition2025-09-302025-11-04 QUAL ISHARES TR17.1K sharesnew addition2025-09-302025-11-04 IVW ISHARES TR27.3K sharesnew addition2025-09-302025-11-04 VOO VANGUARD INDEX FDS4.8K sharesnew addition2025-09-302025-11-04 IVE ISHARES TR13.9K sharesnew addition2025-09-302025-11-04 OEF ISHARES TR8.4K sharesnew addition2025-09-302025-11-04 IEMG ISHARES INC40.8K sharesnew addition2025-09-302025-11-04 NVDA NVIDIA CORPORATION12.9K sharesnew addition2025-09-302025-11-04 MSFT MICROSOFT CORP4.6K sharesnew addition2025-09-302025-11-04 AHR AMERICAN HEALTHCARE REIT INC53.1K sharesnew addition2025-09-302025-11-04 EFV ISHARES TR30.9K sharesnew addition2025-09-302025-11-04 AMZN AMAZON COM INC7.9K sharesnew addition2025-09-302025-11-04 THRO BLACKROCK ETF TRUST45.2K sharesnew addition2025-09-302025-11-04 GOOG ALPHABET INC7.0K sharesnew addition2025-09-302025-11-04 AVDE AMERICAN CENTY ETF TR21.1K sharesnew addition2025-09-302025-11-04 JPM JPMORGAN CHASE & CO.5.2K sharesnew addition2025-09-302025-11-04 AAPL APPLE INC6.3K sharesnew addition2025-09-302025-11-04 BAI BLACKROCK ETF TRUST45.4K sharesnew addition2025-09-302025-11-04 SPYI NEOS ETF TRUST29.5K sharesnew addition2025-09-302025-11-04 TT TRANE TECHNOLOGIES PLC3.6K sharesnew addition2025-09-302025-11-04 SPDW SPDR INDEX SHS FDS32.8K sharesnew addition2025-09-302025-11-04 META META PLATFORMS INC1.9K sharesnew addition2025-09-302025-11-04 JMBS JANUS DETROIT STR TR30.1K sharesnew addition2025-09-302025-11-04 RECS COLUMBIA ETF TR I33.8K sharesnew addition2025-09-302025-11-04 GLDM WORLD GOLD TR17.2K sharesnew addition2025-09-302025-11-04 BINC BLACKROCK ETF TRUST II24.1K sharesnew addition2025-09-302025-11-04 AVEM AMERICAN CENTY ETF TR16.9K sharesnew addition2025-09-302025-11-04 AVGO BROADCOM INC3.4K sharesnew addition2025-09-302025-11-04 IAU ISHARES GOLD TR13.8K sharesnew addition2025-09-302025-11-04 QQQM INVESCO EXCH TRADED FD TR II4.0K sharesnew addition2025-09-302025-11-04 SEPU AIM ETF PRODUCTS TRUST34.3K sharesnew addition2025-09-302025-11-04 XBJL INNOVATOR ETFS TRUST26.0K sharesnew addition2025-09-302025-11-04 SHLD GLOBAL X FDS13.7K sharesnew addition2025-09-302025-11-04 GS GOLDMAN SACHS GROUP INC1.2K sharesnew addition2025-09-302025-11-04 HELO J P MORGAN EXCHANGE TRADED F14.2K sharesnew addition2025-09-302025-11-04 MS MORGAN STANLEY5.4K sharesnew addition2025-09-302025-11-04 SPMO INVESCO EXCH TRADED FD TR II6.8K sharesnew addition2025-09-302025-11-04 V VISA INC2.4K sharesnew addition2025-09-302025-11-04 CVX CHEVRON CORP NEW5.1K sharesnew addition2025-09-302025-11-04 IETC ISHARES U S ETF TR7.4K sharesnew addition2025-09-302025-11-04 VMBS VANGUARD SCOTTSDALE FDS15.4K sharesnew addition2025-09-302025-11-04 UNH UNITEDHEALTH GROUP INC2.1K sharesnew addition2025-09-302025-11-04 SILA SILA REALTY TRUST INC27.9K sharesnew addition2025-09-302025-11-04 MDT MEDTRONIC PLC7.1K sharesnew addition2025-09-302025-11-04 XLF SELECT SECTOR SPDR TR12.5K sharesnew addition2025-09-302025-11-04 JNJ JOHNSON & JOHNSON3.6K sharesnew addition2025-09-302025-11-04 TJUL INNOVATOR ETFS TRUST22.8K sharesnew addition2025-09-302025-11-04 BAC BANK AMERICA CORP12.5K sharesnew addition2025-09-302025-11-04 ABT ABBOTT LABS4.8K sharesnew addition2025-09-302025-11-04 SIVR ABRDN SILVER ETF TRUST14.3K sharesnew addition2025-09-302025-11-04 BRK.B BERKSHIRE HATHAWAY INC DEL1.2K sharesnew addition2025-09-302025-11-04 IVV ISHARES TR909 sharesnew addition2025-09-302025-11-04 MCD MCDONALDS CORP2.0K sharesnew addition2025-09-302025-11-04 ETN EATON CORP PLC1.6K sharesnew addition2025-09-302025-11-04 WMT WALMART INC5.5K sharesnew addition2025-09-302025-11-04 FEBT AIM ETF PRODUCTS TRUST15.2K sharesnew addition2025-09-302025-11-04 KO COCA COLA CO8.4K sharesnew addition2025-09-302025-11-04 PG PROCTER AND GAMBLE CO3.5K sharesnew addition2025-09-302025-11-04 NEE NEXTERA ENERGY INC7.2K sharesnew addition2025-09-302025-11-04 BIL SPDR SERIES TRUST5.8K sharesnew addition2025-09-302025-11-04 URI UNITED RENTALS INC549 sharesnew addition2025-09-302025-11-04 SBUX STARBUCKS CORP6.1K sharesnew addition2025-09-302025-11-04 FTSM FIRST TR EXCHANGE-TRADED FD8.5K sharesnew addition2025-09-302025-11-04 IGIB ISHARES TR9.4K sharesnew addition2025-09-302025-11-04 LOW LOWES COS INC2.0K sharesnew addition2025-09-302025-11-04 PRFD PIMCO ETF TR9.7K sharesnew addition2025-09-302025-11-04 JAAA JANUS DETROIT STR TR9.6K sharesnew addition2025-09-302025-11-04 VTEB VANGUARD MUN BD FDS9.6K sharesnew addition2025-09-302025-11-04 SPTI SPDR SERIES TRUST16.5K sharesnew addition2025-09-302025-11-04 APH AMPHENOL CORP NEW3.8K sharesnew addition2025-09-302025-11-04 PANW PALO ALTO NETWORKS INC2.3K sharesnew addition2025-09-302025-11-04 SMOT VANECK ETF TRUST12.2K sharesnew addition2025-09-302025-11-04 IBIT ISHARES BITCOIN TRUST ETF6.6K sharesnew addition2025-09-302025-11-04 NFLX NETFLIX INC350 sharesnew addition2025-09-302025-11-04 LRCX LAM RESEARCH CORP3.1K sharesnew addition2025-09-302025-11-04 SHV ISHARES TR3.7K sharesnew addition2025-09-302025-11-04 ORCL ORACLE CORP1.5K sharesnew addition2025-09-302025-11-04 VOOV VANGUARD ADMIRAL FDS INC2.0K sharesnew addition2025-09-302025-11-04 RTX RTX CORPORATION2.4K sharesnew addition2025-09-302025-11-04 HIMU BLACKROCK ETF TRUST II8.1K sharesnew addition2025-09-302025-11-04 DABS DOUBLELINE ETF TRUST7.6K sharesnew addition2025-09-302025-11-04 MAR MARRIOTT INTL INC NEW1.5K sharesnew addition2025-09-302025-11-04 PWR QUANTA SVCS INC915 sharesnew addition2025-09-302025-11-04 IUSB ISHARES TR7.8K sharesnew addition2025-09-302025-11-04 T AT&T INC12.8K sharesnew addition2025-09-302025-11-04 ABBV ABBVIE INC1.6K sharesnew addition2025-09-302025-11-04 LHX L3HARRIS TECHNOLOGIES INC1.2K sharesnew addition2025-09-302025-11-04 MO ALTRIA GROUP INC5.4K sharesnew addition2025-09-302025-11-04 NOC NORTHROP GRUMMAN CORP571 sharesnew addition2025-09-302025-11-04 DMBS DOUBLELINE ETF TRUST7.0K sharesnew addition2025-09-302025-11-04 EXR EXTRA SPACE STORAGE INC2.4K sharesnew addition2025-09-302025-11-04 PKST PEAKSTONE REALTY TRUST25.9K sharesnew addition2025-09-302025-11-04 WELL WELLTOWER INC1.9K sharesnew addition2025-09-302025-11-04 HD HOME DEPOT INC824 sharesnew addition2025-09-302025-11-04 CSHI NEOS ETF TRUST6.7K sharesnew addition2025-09-302025-11-04 TSLA TESLA INC740 sharesnew addition2025-09-302025-11-04 MLM MARTIN MARIETTA MATLS INC511 sharesnew addition2025-09-302025-11-04 VGSH VANGUARD SCOTTSDALE FDS5.5K sharesnew addition2025-09-302025-11-04 VYM VANGUARD WHITEHALL FDS2.3K sharesnew addition2025-09-302025-11-04 EFG ISHARES TR2.8K sharesnew addition2025-09-302025-11-04 GSY INVESCO ACTIVELY MANAGED EXC6.2K sharesnew addition2025-09-302025-11-04 WFC WELLS FARGO CO NEW3.7K sharesnew addition2025-09-302025-11-04 DUK DUKE ENERGY CORP NEW2.5K sharesnew addition2025-09-302025-11-04 AEP AMERICAN ELEC PWR CO INC2.8K sharesnew addition2025-09-302025-11-04 TGT TARGET CORP3.4K sharesnew addition2025-09-302025-11-04 ALL ALLSTATE CORP1.4K sharesnew addition2025-09-302025-11-04 ECL ECOLAB INC1.1K sharesnew addition2025-09-302025-11-04 NOW SERVICENOW INC329 sharesnew addition2025-09-302025-11-04 COST COSTCO WHSL CORP NEW327 sharesnew addition2025-09-302025-11-04 XOM EXXON MOBIL CORP2.7K sharesnew addition2025-09-302025-11-04 USB US BANCORP DEL6.2K sharesnew addition2025-09-302025-11-04 SJM SMUCKER J M CO2.8K sharesnew addition2025-09-302025-11-04 PRU PRUDENTIAL FINL INC2.9K sharesnew addition2025-09-302025-11-04 ICE INTERCONTINENTAL EXCHANGE IN1.8K sharesnew addition2025-09-302025-11-04 CSNR COHEN & STEERS ETF TRUST10.2K sharesnew addition2025-09-302025-11-04 COP CONOCOPHILLIPS3.1K sharesnew addition2025-09-302025-11-04 ROK ROCKWELL AUTOMATION INC831 sharesnew addition2025-09-302025-11-04 KMI KINDER MORGAN INC DEL10.2K sharesnew addition2025-09-302025-11-04 IYW ISHARES TR1.5K sharesnew addition2025-09-302025-11-04 AMGN AMGEN INC1.0K sharesnew addition2025-09-302025-11-04 NEAR ISHARES U S ETF TR5.6K sharesnew addition2025-09-302025-11-04 CME CME GROUP INC1.0K sharesnew addition2025-09-302025-11-04 BKR BAKER HUGHES COMPANY5.8K sharesnew addition2025-09-302025-11-04 BSX BOSTON SCIENTIFIC CORP2.9K sharesnew addition2025-09-302025-11-04 PZZA PAPA JOHNS INTL INC5.8K sharesnew addition2025-09-302025-11-04 PYPL PAYPAL HLDGS INC4.1K sharesnew addition2025-09-302025-11-04 SPTL SPDR SERIES TRUST10.2K sharesnew addition2025-09-302025-11-04 GIS GENERAL MLS INC5.4K sharesnew addition2025-09-302025-11-04 JULT AIM ETF PRODUCTS TRUST6.2K sharesnew addition2025-09-302025-11-04 TOLZ PROSHARES TR5.1K sharesnew addition2025-09-302025-11-04 DIS DISNEY WALT CO2.4K sharesnew addition2025-09-302025-11-04 MOS MOSAIC CO NEW7.8K sharesnew addition2025-09-302025-11-04 WCN WASTE CONNECTIONS INC1.5K sharesnew addition2025-09-302025-11-04 HON HONEYWELL INTL INC1.3K sharesnew addition2025-09-302025-11-04 MCO MOODYS CORP555 sharesnew addition2025-09-302025-11-04 SNPS SYNOPSYS INC533 sharesnew addition2025-09-302025-11-04 EQIX EQUINIX INC328 sharesnew addition2025-09-302025-11-04 IBM INTERNATIONAL BUSINESS MACHS903 sharesnew addition2025-09-302025-11-04 DDTL INNOVATOR ETFS TRUST12.3K sharesnew addition2025-09-302025-11-04 TXN TEXAS INSTRS INC1.4K sharesnew addition2025-09-302025-11-04 AVY AVERY DENNISON CORP1.5K sharesnew addition2025-09-302025-11-04 BALL BALL CORP4.8K sharesnew addition2025-09-302025-11-04 UBER UBER TECHNOLOGIES INC2.4K sharesnew addition2025-09-302025-11-04 UYLD ANGEL OAK FUNDS TRUST4.7K sharesnew addition2025-09-302025-11-04 SPTS SPDR SERIES TRUST8.1K sharesnew addition2025-09-302025-11-04 NAUG INNOVATOR ETFS TRUST8.2K sharesnew addition2025-09-302025-11-04 ZBH ZIMMER BIOMET HOLDINGS INC2.4K sharesnew addition2025-09-302025-11-04 ACN ACCENTURE PLC IRELAND942 sharesnew addition2025-09-302025-11-04 DCRE DOUBLELINE ETF TRUST4.5K sharesnew addition2025-09-302025-11-04 CLM CORNERSTONE STRATEGIC INVEST27.7K sharesnew addition2025-09-302025-11-04 DXCM DEXCOM INC3.3K sharesnew addition2025-09-302025-11-04 PODD INSULET CORP720 sharesnew addition2025-09-302025-11-04 LUV SOUTHWEST AIRLS CO7.0K sharesnew addition2025-09-302025-11-04 AEM AGNICO EAGLE MINES LTD1.2K sharesnew addition2025-09-302025-11-04 SPAB SPDR SERIES TRUST7.8K sharesnew addition2025-09-302025-11-04 PSEC PROSPECT CAP CORP12.4K sharesnew addition2025-09-302025-11-04 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available