The Analysis of Accredited Wealth Management, LLC's Holdings
Currently, Accredited Wealth Management, LLC holds 381 types of securities in its portfolio with a total value $134.2M. In the most recent quarter, they have increased their positions in MOTI (+51.0K shares, valued at $762.7K), AVDV (+134.8K shares, valued at $570.7K), VCRB (+590 shares, valued at $539.7K); decreased their positions in KO (-12.8K shares, valued at $1.4B), AAPL (-8.2K shares, valued at $337.6M), AVUS (-130.7K shares, valued at $279.3M); initiated new positions in XLV (+57 shares, valued at $396.6K), ETHA (+17.8K shares, valued at $101.6K), FMUB (+128.8K shares, valued at $34.7K); completely sold out of NICE (previously valued at $11.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AVUS AMERICAN CENTY ETF TR7.2K shares-94.76%2025-09-302025-11-12
IXUS ISHARES TR24.3K shares-78.21%2025-09-302025-11-12 MOAT VANECK ETF TRUST3.6K shares-95.64%2025-09-302025-11-12 SCHD SCHWAB STRATEGIC TR18.6K shares-92.92%2025-09-302025-11-12 FBND FIDELITY MERRIMACK STR TR14.0K shares-89.21%2025-09-302025-11-12 VIG VANGUARD SPECIALIZED FUNDS2.2K shares-91.16%2025-09-302025-11-12 VIGI VANGUARD WHITEHALL FDS2.4K shares-95.74%2025-09-302025-11-12 VGSH VANGUARD SCOTTSDALE FDS5.1K shares-93.29%2025-09-302025-11-12 QLTY 2023 ETF SERIES TRUST II3.9K shares-95.51%2025-09-302025-11-12 DFAS DIMENSIONAL ETF TRUST6.6K shares-70.16%2025-09-302025-11-12 VO VANGUARD INDEX FDS2.0K shares-80.39%2025-09-302025-11-12 AVDE AMERICAN CENTY ETF TR9.1K shares-75.78%2025-09-302025-11-12 BSV VANGUARD BD INDEX FDS6.4K shares-82.96%2025-09-302025-11-12 BOND PIMCO ETF TR11.5K shares-58.64%2025-09-302025-11-12 MSFT MICROSOFT CORP500 shares-90.51%2025-09-302025-11-12 AAPL APPLE INC50 shares-99.40%2025-09-302025-11-12 VCRB VANGUARD MALVERN FDS2.1K shares39.86%2025-09-302025-11-12 VTI VANGUARD INDEX FDS960 shares-83.23%2025-09-302025-11-12 VEU VANGUARD INTL EQUITY INDEX F700 shares-97.39%2025-09-302025-11-12 IJR ISHARES TR138 shares-98.87%2025-09-302025-11-12 IAU ISHARES GOLD TR615 shares-96.49%2025-09-302025-11-12 MOTI VANECK ETF TRUST83.9K shares155.12%2025-09-302025-11-12 ORCL ORACLE CORP435 shares-90.37%2025-09-302025-11-12 TMO THERMO FISHER SCIENTIFIC INC100 shares-95.96%2025-09-302025-11-12 IJH ISHARES TR12.4K shares56.57%2025-09-302025-11-12 JPM JPMORGAN CHASE & CO.303 shares-92.07%2025-09-302025-11-12 BAC BANK AMERICA CORP1.1K shares-95.12%2025-09-302025-11-12 CAT CATERPILLAR INC329 shares-86.42%2025-09-302025-11-12 MINT PIMCO ETF TR6.4K shares-34.78%2025-09-302025-11-12 SLV ISHARES SILVER TR625 shares-97.41%2025-09-302025-11-12 AMGN AMGEN INC200 shares-93.85%2025-09-302025-11-12 IUSB ISHARES TR9.0K shares-52.71%2025-09-302025-11-12 ADP AUTOMATIC DATA PROCESSING IN750 shares-75.18%2025-09-302025-11-12 KO COCA COLA CO8 shares-99.94%2025-09-302025-11-12 AMZN AMAZON COM INC251 shares-93.72%2025-09-302025-11-12 GILD GILEAD SCIENCES INC375 shares-94.42%2025-09-302025-11-12 LDUR PIMCO ETF TR2.7K shares-51.07%2025-09-302025-11-12 VXF VANGUARD INDEX FDS113 shares-99.39%2025-09-302025-11-12 GOOGL ALPHABET INC2.3K shares-14.15%2025-09-302025-11-12 GOOG ALPHABET INC3.9K shares60.23%2025-09-302025-11-12 AVDV AMERICAN CENTY ETF TR135.4K shares22165.63%2025-09-302025-11-12 PG PROCTER AND GAMBLE CO188 shares-94.94%2025-09-302025-11-12 AVES AMERICAN CENTY ETF TR39.5K shares359.66%2025-09-302025-11-12 VTEB VANGUARD MUN BD FDS78.3K shares666.45%2025-09-302025-11-12 CP CANADIAN PACIFIC KANSAS CITY443 shares-93.60%2025-09-302025-11-12 VTIP VANGUARD MALVERN FDS10.7K shares15.94%2025-09-302025-11-12 SCHB SCHWAB STRATEGIC TR269.0K shares1614.27%2025-09-302025-11-12 XLV SELECT SECTOR SPDR TR57 sharesnew addition2025-09-302025-11-12 GE GE AEROSPACE389 shares-69.59%2025-09-302025-11-12 BMY BRISTOL-MYERS SQUIBB CO71 shares-99.14%2025-09-302025-11-12 SCHP SCHWAB STRATEGIC TR4.9K shares-64.66%2025-09-302025-11-12 BRK.B BERKSHIRE HATHAWAY INC DEL100 shares-86.05%2025-09-302025-11-12 BND VANGUARD BD INDEX FDS260 shares-98.88%2025-09-302025-11-12 NEE NEXTERA ENERGY INC500 shares-88.46%2025-09-302025-11-12 PEP PEPSICO INC425 shares-79.84%2025-09-302025-11-12 XBI SPDR SERIES TRUST82 shares-97.91%2025-09-302025-11-12 V VISA INC74 shares-92.36%2025-09-302025-11-12 COST COSTCO WHSL CORP NEW578 shares84.08%2025-09-302025-11-12 GDX VANECK ETF TRUST32.7K shares608.32%2025-09-302025-11-12 CVS CVS HEALTH CORP175 shares-94.62%2025-09-302025-11-12 TSLA TESLA INC226 shares-57.20%2025-09-302025-11-12 SUB ISHARES TR52 shares-97.50%2025-09-302025-11-12 MA MASTERCARD INCORPORATED151 shares-62.72%2025-09-302025-11-12 BCI ABRDN ETFS527 shares-97.65%2025-09-302025-11-12 EMR EMERSON ELEC CO535 shares-67.60%2025-09-302025-11-12 SCHF SCHWAB STRATEGIC TR3.3K shares-65.13%2025-09-302025-11-12 UPS UNITED PARCEL SERVICE INC225 shares-87.12%2025-09-302025-11-12 OEF ISHARES TR2.2K shares146.29%2025-09-302025-11-12 MRK MERCK & CO INC238 shares-89.63%2025-09-302025-11-12 ABBV ABBVIE INC10.2K shares1120.89%2025-09-302025-11-12 RTX RTX CORPORATION175 shares-84.38%2025-09-302025-11-12 NVDA NVIDIA CORPORATION1.0K shares7.53%2025-09-302025-11-12 SCHG SCHWAB STRATEGIC TR2.0K shares-63.97%2025-09-302025-11-12 GSLC GOLDMAN SACHS ETF TR40 shares-97.58%2025-09-302025-11-12 IBM INTERNATIONAL BUSINESS MACHS226 shares-63.37%2025-09-302025-11-12 VPLS VANGUARD MALVERN FDS8.5K shares900.12%2025-09-302025-11-12 QQQ INVESCO QQQ TR490 shares90.66%2025-09-302025-11-12 HSY HERSHEY CO137 shares-81.68%2025-09-302025-11-12 PFE PFIZER INC201 shares-96.42%2025-09-302025-11-12 VTES VANGUARD WELLINGTON FD516 shares-61.35%2025-09-302025-11-12 VYMI VANGUARD WHITEHALL FDS775 shares-54.57%2025-09-302025-11-12 VNQ VANGUARD INDEX FDS955 shares-36.33%2025-09-302025-11-12 FENY FIDELITY COVINGTON TRUST42 shares-98.74%2025-09-302025-11-12 BIV VANGUARD BD INDEX FDS35.3K shares1932.39%2025-09-302025-11-12 VOOG VANGUARD ADMIRAL FDS INC10 shares-96.70%2025-09-302025-11-12 DIS DISNEY WALT CO247 shares-79.17%2025-09-302025-11-12 SCHY SCHWAB STRATEGIC TR9.1K shares95.61%2025-09-302025-11-12 ESGU ISHARES TR554 shares-35.95%2025-09-302025-11-12 VOO VANGUARD INDEX FDS100 shares-51.22%2025-09-302025-11-12 META META PLATFORMS INC100 shares-51.22%2025-09-302025-11-12 MUNI PIMCO ETF TR130 shares-94.41%2025-09-302025-11-12 CIBR FIRST TR EXCHANGE TRADED FD363 shares-82.66%2025-09-302025-11-12 SYY SYSCO CORP300 shares-78.92%2025-09-302025-11-12 TGT TARGET CORP56 shares-98.02%2025-09-302025-11-12 WMT WALMART INC55 shares-94.98%2025-09-302025-11-12 VEA VANGUARD TAX-MANAGED FDS1.4K shares-18.70%2025-09-302025-11-12 LOW LOWES COS INC30 shares-92.81%2025-09-302025-11-12 ETHA ISHARES ETHEREUM TR17.8K sharesnew addition2025-09-302025-11-12 BLK BLACKROCK INC4 shares-95.35%2025-09-302025-11-12 HUM HUMANA INC3 shares-99.18%2025-09-302025-11-12 VDE VANGUARD WORLD FD1.3K shares77.87%2025-09-302025-11-12 QCOM QUALCOMM INC149 shares-82.75%2025-09-302025-11-12 MDY SPDR S&P MIDCAP 400 ETF TR576 shares271.61%2025-09-302025-11-12 IVV ISHARES TR10.2K shares7302.17%2025-09-302025-11-12 UNP UNION PAC CORP2.2K shares475.46%2025-09-302025-11-12 ABT ABBOTT LABS834 shares26.36%2025-09-302025-11-12 AXP AMERICAN EXPRESS CO106 shares-58.91%2025-09-302025-11-12 SPGI S&P GLOBAL INC80 shares-54.29%2025-09-302025-11-12 CTVA CORTEVA INC314 shares-74.96%2025-09-302025-11-12 EFA ISHARES TR200 shares-77.97%2025-09-302025-11-12 SPY SPDR S&P 500 ETF TR155 shares-52.45%2025-09-302025-11-12 MU MICRON TECHNOLOGY INC5.2K shares5086.00%2025-09-302025-11-12 AVSC AMERICAN CENTY ETF TR7.9K shares388.24%2025-09-302025-11-12 DEO DIAGEO PLC450 shares-45.98%2025-09-302025-11-12 VCSH VANGUARD SCOTTSDALE FDS130 shares-87.06%2025-09-302025-11-12 SCHZ SCHWAB STRATEGIC TR15.7K shares266.03%2025-09-302025-11-12 JNJ JOHNSON & JOHNSON3.7K shares822.58%2025-09-302025-11-12 VYM VANGUARD WHITEHALL FDS54.3K shares10426.36%2025-09-302025-11-12 DFUS DIMENSIONAL ETF TRUST45.5K shares4434.36%2025-09-302025-11-12 NVS NOVARTIS AG50 shares-90.91%2025-09-302025-11-12 NTRS NORTHERN TR CORP45 shares-91.28%2025-09-302025-11-12 LMT LOCKHEED MARTIN CORP417 shares145.29%2025-09-302025-11-12 MUB ISHARES TR144 shares-75.63%2025-09-302025-11-12 IWF ISHARES TR70 shares-47.76%2025-09-302025-11-12 BA BOEING CO8.2K shares2531.63%2025-09-302025-11-12 USB US BANCORP DEL100 shares-92.57%2025-09-302025-11-12 USMV ISHARES TR258 shares-62.50%2025-09-302025-11-12 AVAV AEROVIRONMENT INC50 shares-75.00%2025-09-302025-11-12 LLY ELI LILLY & CO100 shares-36.71%2025-09-302025-11-12 VZ VERIZON COMMUNICATIONS INC175 shares-89.10%2025-09-302025-11-12 INTU INTUIT300 shares261.45%2025-09-302025-11-12 XLE SELECT SECTOR SPDR TR100 shares-84.13%2025-09-302025-11-12 INTC INTEL CORP193 shares-88.44%2025-09-302025-11-12 HD HOME DEPOT INC151 shares10.22%2025-09-302025-11-12 SCHX SCHWAB STRATEGIC TR500 shares-75.38%2025-09-302025-11-12 CBRE CBRE GROUP INC1.0K shares203.95%2025-09-302025-11-12 QUAL ISHARES TR640 shares99.38%2025-09-302025-11-12 ROK ROCKWELL AUTOMATION INC1.1K shares579.39%2025-09-302025-11-12 ORLY OREILLY AUTOMOTIVE INC400 shares-8.05%2025-09-302025-11-12 FNDE SCHWAB STRATEGIC TR298 shares-76.81%2025-09-302025-11-12 SPTM SPDR SERIES TRUST3 shares-99.48%2025-09-302025-11-12 PGR PROGRESSIVE CORP404 shares114.89%2025-09-302025-11-12 IYW ISHARES TR175 shares-26.16%2025-09-302025-11-12 XOM EXXON MOBIL CORP54 shares-86.76%2025-09-302025-11-12 NOW SERVICENOW INC400 shares700.00%2025-09-302025-11-12 MCD MCDONALDS CORP139 shares-7.95%2025-09-302025-11-12 BF.B BROWN FORMAN CORP500 shares-71.43%2025-09-302025-11-12 KHC KRAFT HEINZ CO144 shares-92.10%2025-09-302025-11-12 T AT&T INC87 shares-94.45%2025-09-302025-11-12 UL UNILEVER PLC379 shares-47.51%2025-09-302025-11-12 CMI CUMMINS INC3.2K shares3100.00%2025-09-302025-11-12 NOBL PROSHARES TR50 shares-87.50%2025-09-302025-11-12 TXN TEXAS INSTRS INC35 shares-84.51%2025-09-302025-11-12 AMT AMERICAN TOWER CORP NEW6 shares-97.14%2025-09-302025-11-12 VWO VANGUARD INTL EQUITY INDEX F32 shares-95.43%2025-09-302025-11-12 CLX CLOROX CO DEL12.8K shares8294.77%2025-09-302025-11-12 SPSM SPDR SERIES TRUST263 shares-67.13%2025-09-302025-11-12 SO SOUTHERN CO203 shares-47.95%2025-09-302025-11-12 PPC PILGRIMS PRIDE CORP30.2K shares3257.00%2025-09-302025-11-12 DHR DANAHER CORPORATION74 shares-57.71%2025-09-302025-11-12 FMUB FIDELITY MERRIMACK STR TR128.8K sharesnew addition2025-09-302025-11-12 CSCO CISCO SYS INC245 shares-51.00%2025-09-302025-11-12 ZBH ZIMMER BIOMET HOLDINGS INC343 shares0.00%2025-09-302025-11-12 IYF ISHARES TR102 shares-61.51%2025-09-302025-11-12 ICE INTERCONTINENTAL EXCHANGE IN612 shares217.10%2025-09-302025-11-12 CSX CSX CORP100 shares-88.89%2025-09-302025-11-12 IBIT ISHARES BITCOIN TRUST ETF3.2K shares526.21%2025-09-302025-11-12 HON HONEYWELL INTL INC365 shares141.72%2025-09-302025-11-12 VOE VANGUARD INDEX FDS10.2K shares5586.59%2025-09-302025-11-12 DGRO ISHARES TR113.8K shares25182.22%2025-09-302025-11-12 MS MORGAN STANLEY30 shares-84.38%2025-09-302025-11-12 VUG VANGUARD INDEX FDS72 shares14.29%2025-09-302025-11-12 CL COLGATE PALMOLIVE CO349 shares-6.93%2025-09-302025-11-12 SCHW SCHWAB CHARLES CORP1.3K shares314.52%2025-09-302025-11-12 GEHC GE HEALTHCARE TECHNOLOGIES I1 shares-99.74%2025-09-302025-11-12 SHEL SHELL PLC3 shares-99.67%2025-09-302025-11-12 SCHA SCHWAB STRATEGIC TR8.8K shares783.23%2025-09-302025-11-12 ADSK AUTODESK INC3.0K shares3373.56%2025-09-302025-11-12 KR KROGER CO4 shares-99.19%2025-09-302025-11-12 NOC NORTHROP GRUMMAN CORP550 shares1122.22%2025-09-302025-11-12 CARR CARRIER GLOBAL CORPORATION120 shares-72.91%2025-09-302025-11-12 FSK FS KKR CAP CORP1.3K shares2.32%2025-09-302025-11-12 EMXC ISHARES INC24.2K shares6226.89%2025-09-302025-11-12 EEM ISHARES TR688 shares42.74%2025-09-302025-11-12 RJF RAYMOND JAMES FINL INC53 shares-64.43%2025-09-302025-11-12 VB VANGUARD INDEX FDS4.8K shares4677.00%2025-09-302025-11-12 BN BROOKFIELD CORP228 shares-38.54%2025-09-302025-11-12 BAX BAXTER INTL INC90 shares-88.82%2025-09-302025-11-12 C CITIGROUP INC253 shares3.27%2025-09-302025-11-12 SHY ISHARES TR450 shares50.00%2025-09-302025-11-12 AVUV AMERICAN CENTY ETF TR258 shares3.20%2025-09-302025-11-12 IEMG ISHARES INC383 shares118.86%2025-09-302025-11-12 HEI.A HEICO CORP NEW799 shares759.14%2025-09-302025-11-12 K KELLANOVA456 shares1.11%2025-09-302025-11-12 PH PARKER-HANNIFIN CORP4 shares-86.67%2025-09-302025-11-12 LKQ LKQ CORP138 shares-49.82%2025-09-302025-11-12 VOT VANGUARD INDEX FDS179 shares148.61%2025-09-302025-11-12 MPC MARATHON PETE CORP405 shares293.20%2025-09-302025-11-12 IGM ISHARES TR550 shares257.14%2025-09-302025-11-12 CRM SALESFORCE INC50 shares-37.50%2025-09-302025-11-12 FLEX FLEX LTD1.8K shares435.17%2025-09-302025-11-12 ELV ELEVANCE HEALTH INC FORMERLY83 shares45.61%2025-09-302025-11-12 SNA SNAP ON INC25 shares-52.83%2025-09-302025-11-12 KKR KKR & CO INC1.7K shares1137.14%2025-09-302025-11-12 BUD ANHEUSER BUSCH INBEV SA/NV8.1K shares1967.69%2025-09-302025-11-12 ADBE ADOBE INC5 shares-90.00%2025-09-302025-11-12 DVN DEVON ENERGY CORP NEW808 shares61.60%2025-09-302025-11-12 GIS GENERAL MLS INC6.7K shares1605.33%2025-09-302025-11-12 CACI CACI INTL INC353 shares908.57%2025-09-302025-11-12 TDG TRANSDIGM GROUP INC19 shares46.15%2025-09-302025-11-12 VLO VALERO ENERGY CORP3.7K shares3565.00%2025-09-302025-11-12 EFAV ISHARES TR482 shares809.43%2025-09-302025-11-12 COMB GRANITESHARES ETF TR100 shares-87.10%2025-09-302025-11-12 BDX BECTON DICKINSON & CO160 shares77.78%2025-09-302025-11-12 PLTR PALANTIR TECHNOLOGIES INC30 shares-60.53%2025-09-302025-11-12 DUK DUKE ENERGY CORP NEW33 shares-60.71%2025-09-302025-11-12 WAT WATERS CORP210 shares1300.00%2025-09-302025-11-12 XLK SELECT SECTOR SPDR TR50 shares-12.28%2025-09-302025-11-12 NTRA NATERA INC5 shares-95.00%2025-09-302025-11-12 FE FIRSTENERGY CORP2 shares-99.41%2025-09-302025-11-12 VT VANGUARD INTL EQUITY INDEX F24.1K shares18837.01%2025-09-302025-11-12 SJM SMUCKER J M CO53 shares-62.14%2025-09-302025-11-12 RSPT INVESCO EXCHANGE TRADED FD T257 shares-24.41%2025-09-302025-11-12 SCHM SCHWAB STRATEGIC TR1.0K shares100.00%2025-09-302025-11-12 SPYV SPDR SERIES TRUST3.1K shares1069.58%2025-09-302025-11-12 CPB THE CAMPBELLS COMPANY2.5K shares1138.50%2025-09-302025-11-12 IWD ISHARES TR30 shares-57.14%2025-09-302025-11-12 CPRT COPART INC500 shares58.23%2025-09-302025-11-12 DRI DARDEN RESTAURANTS INC24 shares-67.57%2025-09-302025-11-12 AGG ISHARES TR465 shares-77.91%2025-09-302025-11-12 CTRA COTERRA ENERGY INC94 shares-83.74%2025-09-302025-11-12 TGRW T ROWE PRICE ETF INC42 shares-86.00%2025-09-302025-11-12 PRF INVESCO EXCHANGE TRADED FD T170 shares-43.33%2025-09-302025-11-12 BLOK AMPLIFY ETF TR300 shares50.00%2025-09-302025-11-12 SAP SAP SE310 shares520.00%2025-09-302025-11-12 CADE CADENCE BANK6.9K shares1877.43%2025-09-302025-11-12 MDT MEDTRONIC PLC2.2K shares1500.00%2025-09-302025-11-12 BOTZ GLOBAL X FDS1.4K shares263.20%2025-09-302025-11-12 KTOS KRATOS DEFENSE & SEC SOLUTIO408 shares193.53%2025-09-302025-11-12 VUSB VANGUARD BD INDEX FDS2.8K shares989.23%2025-09-302025-11-12 MRNA MODERNA INC230 shares-54.00%2025-09-302025-11-12 AVEM AMERICAN CENTY ETF TR137 shares-19.88%2025-09-302025-11-12 FDX FEDEX CORP5.7K shares10364.81%2025-09-302025-11-12 FNDF SCHWAB STRATEGIC TR300 shares0.67%2025-09-302025-11-12 DFEV DIMENSIONAL ETF TRUST85 shares-78.75%2025-09-302025-11-12 LYV LIVE NATION ENTERTAINMENT IN700 shares797.44%2025-09-302025-11-12 ETN EATON CORP PLC57 shares72.73%2025-09-302025-11-12 WRB BERKLEY W R CORP712 shares345.00%2025-09-302025-11-12 TSM TAIWAN SEMICONDUCTOR MFG LTD1.2K shares543.23%2025-09-302025-11-12 STZ CONSTELLATION BRANDS INC316 shares572.34%2025-09-302025-11-12 BRO BROWN & BROWN INC42 shares-66.13%2025-09-302025-11-12 VONV VANGUARD SCOTTSDALE FDS24.3K shares18617.69%2025-09-302025-11-12 CWST CASELLA WASTE SYS INC2.4K shares1905.83%2025-09-302025-11-12 HELO J P MORGAN EXCHANGE TRADED F235 shares34.29%2025-09-302025-11-12 OLLI OLLIES BARGAIN OUTLET HLDGS113 shares28.41%2025-09-302025-11-12 CMCSA COMCAST CORP NEW215 shares-38.40%2025-09-302025-11-12 PEBO PEOPLES BANCORP INC2.2K shares524.00%2025-09-302025-11-12 WST WEST PHARMACEUTICAL SVSC INC270 shares575.00%2025-09-302025-11-12 IP INTERNATIONAL PAPER CO83 shares-62.95%2025-09-302025-11-12 TAP MOLSON COORS BEVERAGE CO143 shares-37.28%2025-09-302025-11-12 ARKK ARK ETF TR1.6K shares1206.67%2025-09-302025-11-12 RGA REINSURANCE GRP OF AMERICA I350 shares560.38%2025-09-302025-11-12 MAIN MAIN STR CAP CORP103 shares-33.12%2025-09-302025-11-12 UBER UBER TECHNOLOGIES INC726 shares190.40%2025-09-302025-11-12 CRSP CRISPR THERAPEUTICS AG129 shares-14.00%2025-09-302025-11-12 GLDM WORLD GOLD TR343 shares174.40%2025-09-302025-11-12 RSPN INVESCO EXCHANGE TRADED FD T340 shares100.00%2025-09-302025-11-12 AVMC AMERICAN CENTY ETF TR1.4K shares945.26%2025-09-302025-11-12 NICE NICE LTDN/A sharesSold allââ2025-09-302025-11-12 BIPC BROOKFIELD INFRASTRUCTURE CO124 shares-45.61%2025-09-302025-11-12 VTV VANGUARD INDEX FDS26.0K shares51814.00%2025-09-302025-11-12 FTEC FIDELITY COVINGTON TRUST680 shares1519.05%2025-09-302025-11-12 GSK GSK PLC50 shares-76.19%2025-09-302025-11-12 PPH VANECK ETF TRUST20 shares-80.00%2025-09-302025-11-12 MDLZ MONDELEZ INTL INC192 shares35.21%2025-09-302025-11-12 FNDA SCHWAB STRATEGIC TR4.6K shares1510.84%2025-09-302025-11-12 AI C3 AI INC35 sharesnew addition2025-09-302025-11-12 KEY KEYCORP140 shares-69.30%2025-09-302025-11-12 BINC BLACKROCK ETF TRUST II86 shares-46.25%2025-09-302025-11-12 ICLN ISHARES TR908 shares65.09%2025-09-302025-11-12 TMUS T-MOBILE US INC13 shares-62.86%2025-09-302025-11-12 CSGS CSG SYS INTL INC900 shares597.67%2025-09-302025-11-12 AIG AMERICAN INTL GROUP INC210 shares98.11%2025-09-302025-11-12 OKE ONEOK INC NEW500 shares342.48%2025-09-302025-11-12 MET METLIFE INC500 shares400.00%2025-09-302025-11-12 DBA INVESCO DB MULTI-SECTOR COMM80 shares-73.33%2025-09-302025-11-12 FNDX SCHWAB STRATEGIC TR286 shares-4.67%2025-09-302025-11-12 WTAI WISDOMTREE TR125 shares-53.70%2025-09-302025-11-12 TPB TURNING PT BRANDS INC14 shares-81.33%2025-09-302025-11-12 TYL TYLER TECHNOLOGIES INC100 shares614.29%2025-09-302025-11-12 IWM ISHARES TR590 shares1866.67%2025-09-302025-11-12 BLZE BACKBLAZE INC22.6K sharesnew addition2025-09-302025-11-12 SBUX STARBUCKS CORP1.0K shares1119.51%2025-09-302025-11-12 PSX PHILLIPS 66900 shares1700.00%2025-09-302025-11-12 WSBC WESBANCO INC40 shares-80.95%2025-09-302025-11-12 OXLC OXFORD LANE CAP CORP91 sharesnew addition2025-09-302025-11-12 SMH VANECK ETF TRUST303 shares1415.00%2025-09-302025-11-12 LUV SOUTHWEST AIRLS CO1 shares-99.51%2025-09-302025-11-12 A AGILENT TECHNOLOGIES INC16 shares-68.00%2025-09-302025-11-12 CIFR CIPHER MINING INC500 sharesnew addition2025-09-302025-11-12 VIK VIKING HOLDINGS LTD35 shares-65.00%2025-09-302025-11-12 HBAN HUNTINGTON BANCSHARES INC1.7K shares374.50%2025-09-302025-11-12 IHI ISHARES TR237 shares132.35%2025-09-302025-11-12 CHWY CHEWY INC500 shares156.41%2025-09-302025-11-12 NFLX NETFLIX INC4.3K shares43210.00%2025-09-302025-11-12 TXRH TEXAS ROADHOUSE INC50 sharesnew addition2025-09-302025-11-12 CRMD CORMEDIX INC1.3K sharesnew addition2025-09-302025-11-12 IJS ISHARES TR265 shares409.62%2025-09-302025-11-12 EOSE EOS ENERGY ENTERPRISES INC29 shares-94.20%2025-09-302025-11-12 MSGS MADISON SQUARE GRDN SPRT COR156 shares524.00%2025-09-302025-11-12 OPFI OPPFI INC4.3K sharesnew addition2025-09-302025-11-12 ACEL ACCEL ENTERTAINMENT INC50 sharesnew addition2025-09-302025-11-12 JGRW TRUST FOR PROFESSIONAL MANAG75 shares-62.50%2025-09-302025-11-12 OCCI OFS CREDIT COMPANY INC88 shares-91.20%2025-09-302025-11-12 AGX ARGAN INC120 sharesnew addition2025-09-302025-11-12 XLF SELECT SECTOR SPDR TR8 shares-92.00%2025-09-302025-11-12 TRV TRAVELERS COMPANIES INC200 shares952.63%2025-09-302025-11-12 PXH INVESCO EXCH TRADED FD TR II300 shares49.25%2025-09-302025-11-12 BTC GRAYSCALE BITCOIN MINI TR ET211 shares111.00%2025-09-302025-11-12 PPL PPL CORP3.7K shares2755.38%2025-09-302025-11-12 DG DOLLAR GEN CORP NEW134 shares185.11%2025-09-302025-11-12 NEXN NEXXEN INTL LTD65 sharesnew addition2025-09-302025-11-12 VSS VANGUARD INTL EQUITY INDEX F112 shares250.00%2025-09-302025-11-12 APD AIR PRODS & CHEMS INC20 shares25.00%2025-09-302025-11-12 APTV APTIV PLC25 shares-50.00%2025-09-302025-11-12 REGL PROSHARES TR565 shares1030.00%2025-09-302025-11-12 CAG CONAGRA BRANDS INC87 shares-61.84%2025-09-302025-11-12 TXT TEXTRON INC452 shares804.00%2025-09-302025-11-12 CBRL CRACKER BARREL OLD CTRY STOR150 shares59.57%2025-09-302025-11-12 CMP COMPASS MINERALS INTL INC233 shares-68.51%2025-09-302025-11-12 BAM BROOKFIELD ASSET MANAGMT LTD371 shares422.54%2025-09-302025-11-12 HBI HANESBRANDS INC93 shares-84.50%2025-09-302025-11-12 JOBY JOBY AVIATION INC403 shares1051.43%2025-09-302025-11-12 TDY TELEDYNE TECHNOLOGIES INC528 shares8700.00%2025-09-302025-11-12 BTDR BITDEER TECHNOLOGIES GROUP160 shares-20.00%2025-09-302025-11-12 GGG GRACO INC775 shares1837.50%2025-09-302025-11-12 PDN INVESCO EXCH TRADED FD TR II201 shares151.25%2025-09-302025-11-12 DFAI DIMENSIONAL ETF TRUST1.0K shares1081.18%2025-09-302025-11-12 EMBJ EMBRAER S.A.1.6K shares3136.00%2025-09-302025-11-12 AMP AMERIPRISE FINL INC3.3K shares54066.67%2025-09-302025-11-12 NVO NOVO-NORDISK A S20 shares-60.00%2025-09-302025-11-12 MSM MSC INDL DIRECT INC100 shares233.33%2025-09-302025-11-12 GXO GXO LOGISTICS INCORPORATED600 shares1100.00%2025-09-302025-11-12 CHMI CHERRY HILL MTG INVT CORP150 shares-85.00%2025-09-302025-11-12 ABNB AIRBNB INC2.5K shares12165.00%2025-09-302025-11-12 EVRG EVERGY INC409 shares1310.34%2025-09-302025-11-12 SPXM TIDAL TRUST III35 sharesnew addition2025-09-302025-11-12 BIIB BIOGEN INC200 shares1233.33%2025-09-302025-11-12 RR RICHTECH ROBOTICS INC135 sharesnew addition2025-09-302025-11-12 EMBC EMBECTA CORP50 shares-50.00%2025-09-302025-11-12 DAL DELTA AIR LINES INC DEL500 shares1983.33%2025-09-302025-11-12 BF.A BROWN FORMAN CORP1.7K shares3840.48%2025-09-302025-11-12 SHW SHERWIN WILLIAMS CO12 shares300.00%2025-09-302025-11-12 IVOV VANGUARD ADMIRAL FDS INC1.7K shares17250.00%2025-09-302025-11-12 PETS PETMED EXPRESS INC5.6K shares1309.00%2025-09-302025-11-12 STRO SUTRO BIOPHARMA INC5 shares-99.50%2025-09-302025-11-12 AMD ADVANCED MICRO DEVICES INC205 shares2.50%2025-09-302025-11-12 SMR NUSCALE PWR CORP965 sharesnew addition2025-09-302025-11-12 LCID LUCID GROUP INC25 sharesnew addition2025-09-302025-11-12 SOFI SOFI TECHNOLOGIES INC4 sharesnew addition2025-09-302025-11-12 BBAI BIGBEAR AI HLDGS INC15 sharesnew addition2025-09-302025-11-12 GEV GE VERNOVA INC347 shares395.71%2025-09-302025-11-12 UPWK UPWORK INC1.3K shares5280.00%2025-09-302025-11-12 VOD VODAFONE GROUP PLC NEW1.1K shares2637.50%2025-09-302025-11-12 XLRE SELECT SECTOR SPDR TR2.9K shares35525.00%2025-09-302025-11-12 FIVE FIVE BELOW INC327 shares16250.00%2025-09-302025-11-12 XYZ BLOCK INC306 shares7550.00%2025-09-302025-11-12 SIRI SIRIUSXM HOLDINGS INC140 shares1066.67%2025-09-302025-11-12 SYM SYMBOTIC INC1.4K sharesnew addition2025-09-302025-11-12 PYPL PAYPAL HLDGS INC355 shares8775.00%2025-09-302025-11-12 ACHR ARCHER AVIATION INC20 shares-20.00%2025-09-302025-11-12 SPYM SPDR SERIES TRUST800 shares26566.67%2025-09-302025-11-12 CDE COEUR MNG INC375 shares4587.50%2025-09-302025-11-12 SPCE VIRGIN GALACTIC HOLDINGS INC824 shares2254.29%2025-09-302025-11-12 HKND HUMANKIND BENEFIT CORPORATIO353 shares11666.67%2025-09-302025-11-12 KD KYNDRYL HLDGS INC78 shares2500.00%2025-09-302025-11-12 SPGM SPDR INDEX SHS FDS126 shares12500.00%2025-09-302025-11-12 SOUN SOUNDHOUND AI INC390 sharesnew addition2025-09-302025-11-12 NKE NIKE INC516 shares268.57%2025-09-302025-11-12 LAES SEALSQ CORP630 sharesnew addition2025-09-302025-11-12 PMCB PHARMACYTE BIOTECH INC50 sharesnew addition2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available