The Analysis of AE Wealth Management LLC's Holdings


Currently, AE Wealth Management LLC holds 2278 types of securities in its portfolio with a total value $15.7B. In the most recent quarter, they have increased their positions in DECU (+4.7M shares, valued at $127.6M), SIXP (+4.0M shares, valued at $122.9M), SEPW (+2.5M shares, valued at $77.6M); decreased their positions in JANW (-2.4M shares, valued at $86.7M), EFG (-164.7K shares, valued at $18.8M), BILZ (-177.2K shares, valued at $17.9M); initiated new positions in SEPZ (+1.0M shares, valued at $44.3M), DECZ (+433.5K shares, valued at $17.7M), SBAR (+384.7K shares, valued at $10.1M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION2.8M shares1.80%2025-09-302025-11-03history
AAPL APPLE INC2.0M shares11.43%2025-09-302025-11-03history
MSFT MICROSOFT CORP879.9K shares7.05%2025-09-302025-11-03history
VNLA JANUS DETROIT STR TR7.1M shares4.58%2025-09-302025-11-03history
SPYG SPDR SERIES TRUST3.0M shares10.76%2025-09-302025-11-03history
IVV ISHARES TR466.9K shares15.68%2025-09-302025-11-03history
AMZN AMAZON COM INC1.4M shares12.71%2025-09-302025-11-03history
META META PLATFORMS INC311.2K shares4.38%2025-09-302025-11-03history
Sponsored
GOOGL ALPHABET INC924.9K shares8.47%2025-09-302025-11-03history
AVIG AMERICAN CENTY ETF TR5.1M shares21.99%2025-09-302025-11-03history
VOO VANGUARD INDEX FDS331.9K shares1.35%2025-09-302025-11-03history
AVGO BROADCOM INC591.7K shares4.55%2025-09-302025-11-03history
SPYV SPDR SERIES TRUST3.1M shares19.52%2025-09-302025-11-03history
IWY ISHARES TR625.8K shares-0.33%2025-09-302025-11-03history
JPM JPMORGAN CHASE & CO.478.0K shares11.64%2025-09-302025-11-03history
BRK.B BERKSHIRE HATHAWAY INC DEL278.1K shares12.59%2025-09-302025-11-03history
Sponsored
SIXP AIM ETF PRODUCTS TRUST4.4M shares996.58%2025-09-302025-11-03history
SCEC CAPITOL SER TR5.2M shares-1.65%2025-09-302025-11-03history
PYLD PIMCO ETF TR4.8M shares5.10%2025-09-302025-11-03history
DECU AIM ETF PRODUCTS TRUST4.7M shares4239829.46%2025-09-302025-11-03history
JAAA JANUS DETROIT STR TR2.4M shares7.15%2025-09-302025-11-03history
BILZ PIMCO ETF TR1.2M shares-12.98%2025-09-302025-11-03history
IEMG ISHARES INC1.7M shares9.38%2025-09-302025-11-03history
SPYM SPDR SERIES TRUST1.4M shares-5.33%2025-09-302025-11-03history
Sponsored
TSLA TESLA INC246.4K shares4.05%2025-09-302025-11-03history
DFAU DIMENSIONAL ETF TRUST2.4M shares-4.98%2025-09-302025-11-03history
DECW AIM ETF PRODUCTS TRUST3.2M shares-10.45%2025-09-302025-11-03history
XOM EXXON MOBIL CORP926.5K shares9.54%2025-09-302025-11-03history
PG PROCTER AND GAMBLE CO665.5K shares15.25%2025-09-302025-11-03history
MCD MCDONALDS CORP316.9K shares12.93%2025-09-302025-11-03history
SPY SPDR S&P 500 ETF TR142.9K shares5.18%2025-09-302025-11-03history
BOND PIMCO ETF TR1.0M shares22.80%2025-09-302025-11-03history
Sponsored
MINT PIMCO ETF TR924.0K shares8.64%2025-09-302025-11-03history
QUAL ISHARES TR477.2K shares0.71%2025-09-302025-11-03history
IWX ISHARES TR1.0M shares3.00%2025-09-302025-11-03history
QBER ELEVATION SERIES TRUST3.7M shares41.66%2025-09-302025-11-03history
PLTR PALANTIR TECHNOLOGIES INC495.9K shares6.45%2025-09-302025-11-03history
JNJ JOHNSON & JOHNSON481.4K shares11.60%2025-09-302025-11-03history
FIDU FIDELITY COVINGTON TRUST1.1M shares12.52%2025-09-302025-11-03history
V VISA INC247.7K shares10.96%2025-09-302025-11-03history
Sponsored
IVW ISHARES TR693.3K shares4.10%2025-09-302025-11-03history
DYNF BLACKROCK ETF TRUST1.4M shares22.99%2025-09-302025-11-03history
CSCO CISCO SYS INC1.2M shares13.56%2025-09-302025-11-03history
MDYG SPDR SERIES TRUST859.7K shares16.21%2025-09-302025-11-03history
FDIS FIDELITY COVINGTON TRUST762.7K shares12.17%2025-09-302025-11-03history
SEPW AIM ETF PRODUCTS TRUST2.5M shares50940.32%2025-09-302025-11-03history
MA MASTERCARD INCORPORATED131.5K shares11.66%2025-09-302025-11-03history
CVX CHEVRON CORP NEW470.6K shares11.16%2025-09-302025-11-03history
Sponsored
GOVT ISHARES TR3.1M shares29.19%2025-09-302025-11-03history
EFV ISHARES TR1.0M shares-3.04%2025-09-302025-11-03history
GS GOLDMAN SACHS GROUP INC86.6K shares5.38%2025-09-302025-11-03history
FLRG FIDELITY COVINGTON TRUST1.8M shares16.85%2025-09-302025-11-03history
IWO ISHARES TR214.5K shares12.94%2025-09-302025-11-03history
ABBV ABBVIE INC286.3K shares6.97%2025-09-302025-11-03history
LLY ELI LILLY & CO86.4K shares26.67%2025-09-302025-11-03history
ONEZ ELEVATION SERIES TRUST2.3M shares59.33%2025-09-302025-11-03history
Sponsored
GJUL FIRST TR EXCHNG TRADED FD VI1.5M shares858484.00%2025-09-302025-11-03history
MU MICRON TECHNOLOGY INC356.6K shares6.08%2025-09-302025-11-03history
FUTY FIDELITY COVINGTON TRUST1.0M shares19.31%2025-09-302025-11-03history
EFG ISHARES TR515.1K shares-24.23%2025-09-302025-11-03history
ORCL ORACLE CORP204.3K shares7.27%2025-09-302025-11-03history
NFLX NETFLIX INC47.9K shares9.15%2025-09-302025-11-03history
WMT WALMART INC556.5K shares17.51%2025-09-302025-11-03history
IVE ISHARES TR276.6K shares9.82%2025-09-302025-11-03history
Sponsored
T AT&T INC2.0M shares5.26%2025-09-302025-11-03history
IEFA ISHARES TR634.4K shares20.32%2025-09-302025-11-03history
FMAT FIDELITY COVINGTON TRUST1.1M shares15.37%2025-09-302025-11-03history
XONE BONDBLOXX ETF TRUST1.1M shares5.67%2025-09-302025-11-03history
MDYV SPDR SERIES TRUST661.7K shares16.29%2025-09-302025-11-03history
DECT AIM ETF PRODUCTS TRUST1.6M shares-0.72%2025-09-302025-11-03history
ILTB ISHARES TR1.1M shares7.76%2025-09-302025-11-03history
PM PHILIP MORRIS INTL INC336.0K shares4.39%2025-09-302025-11-03history
Sponsored
SKOR FLEXSHARES TR1.1M shares9.01%2025-09-302025-11-03history
HD HOME DEPOT INC128.9K shares3.35%2025-09-302025-11-03history
AMD ADVANCED MICRO DEVICES INC322.4K shares6.32%2025-09-302025-11-03history
VZ VERIZON COMMUNICATIONS INC1.2M shares11.85%2025-09-302025-11-03history
SPBO SPDR SERIES TRUST1.7M shares8.27%2025-09-302025-11-03history
IWS ISHARES TR367.0K shares0.42%2025-09-302025-11-03history
VGSH VANGUARD SCOTTSDALE FDS869.3K shares5.19%2025-09-302025-11-03history
MBB ISHARES TR536.6K shares13.99%2025-09-302025-11-03history
Sponsored
SGOV ISHARES TR503.3K shares513.39%2025-09-302025-11-03history
OEF ISHARES TR148.6K shares71.96%2025-09-302025-11-03history
BAC BANK AMERICA CORP954.6K shares10.83%2025-09-302025-11-03history
ICE INTERCONTINENTAL EXCHANGE IN278.5K shares4.49%2025-09-302025-11-03history
QQQ INVESCO QQQ TR76.3K shares7.93%2025-09-302025-11-03history
CRM SALESFORCE INC191.0K shares11.54%2025-09-302025-11-03history
SEPT AIM ETF PRODUCTS TRUST1.3M shares37294.82%2025-09-302025-11-03history
VUG VANGUARD INDEX FDS92.9K shares7.54%2025-09-302025-11-03history
Sponsored
SEPZ ELEVATION SERIES TRUST1.0M sharesnew addition2025-09-302025-11-03history
MO ALTRIA GROUP INC660.9K shares2.53%2025-09-302025-11-03history
JULU AIM ETF PRODUCTS TRUST1.5M shares346.60%2025-09-302025-11-03history
TUA SIMPLIFY EXCHANGE TRADED FUN2.0M shares2.40%2025-09-302025-11-03history
EXC EXELON CORP956.9K shares4.82%2025-09-302025-11-03history
AMAT APPLIED MATLS INC208.9K shares15.51%2025-09-302025-11-03history
MUB ISHARES TR397.7K shares11.48%2025-09-302025-11-03history
UNH UNITEDHEALTH GROUP INC119.7K shares1.65%2025-09-302025-11-03history
Sponsored
WFC WELLS FARGO CO NEW489.7K shares15.77%2025-09-302025-11-03history
AVXC AMERICAN CENTY ETF TR668.9K shares15.71%2025-09-302025-11-03history
SCHF SCHWAB STRATEGIC TR1.7M shares-15.51%2025-09-302025-11-03history
COST COSTCO WHSL CORP NEW42.1K shares21.69%2025-09-302025-11-03history
WTS WATTS WATER TECHNOLOGIES INC138.3K shares10.94%2025-09-302025-11-03history
GE GE AEROSPACE123.4K shares10.65%2025-09-302025-11-03history
JANW AIM ETF PRODUCTS TRUST991.9K shares-70.75%2025-09-302025-11-03history
SPGI S&P GLOBAL INC70.8K shares1.85%2025-09-302025-11-03history
Sponsored
FREL FIDELITY COVINGTON TRUST1.2M shares18.92%2025-09-302025-11-03history
PEP PEPSICO INC242.4K shares16.40%2025-09-302025-11-03history
TMO THERMO FISHER SCIENTIFIC INC69.0K shares8.38%2025-09-302025-11-03history
C CITIGROUP INC326.8K shares-3.50%2025-09-302025-11-03history
TJX TJX COS INC NEW228.7K shares3.47%2025-09-302025-11-03history
AFL AFLAC INC289.4K shares-2.93%2025-09-302025-11-03history
JULW AIM ETF PRODUCTS TRUST838.9K shares11862.57%2025-09-302025-11-03history
AVSC AMERICAN CENTY ETF TR553.7K shares18.79%2025-09-302025-11-03history
Sponsored
PFE PFIZER INC1.2M shares5.60%2025-09-302025-11-03history
DFGP DIMENSIONAL ETF TRUST565.6K shares-10.08%2025-09-302025-11-03history
AMGN AMGEN INC110.2K shares20.56%2025-09-302025-11-03history
SPTL SPDR SERIES TRUST1.1M shares53.35%2025-09-302025-11-03history
ATR APTARGROUP INC230.6K shares21.45%2025-09-302025-11-03history
IBM INTERNATIONAL BUSINESS MACHS108.6K shares8.82%2025-09-302025-11-03history
UBER UBER TECHNOLOGIES INC301.7K shares9.86%2025-09-302025-11-03history
BAI BLACKROCK ETF TRUST862.1K shares129.70%2025-09-302025-11-03history
Sponsored
XLC SELECT SECTOR SPDR TR248.7K shares6.50%2025-09-302025-11-03history
ANET ARISTA NETWORKS INC201.9K shares0.62%2025-09-302025-11-03history
THRO BLACKROCK ETF TRUST771.3K shares6.96%2025-09-302025-11-03history
EIX EDISON INTL526.5K shares9.10%2025-09-302025-11-03history
HBAN HUNTINGTON BANCSHARES INC1.7M shares5.21%2025-09-302025-11-03history
VYM VANGUARD WHITEHALL FDS202.7K shares4.32%2025-09-302025-11-03history
DUHP DIMENSIONAL ETF TRUST737.1K shares-2.57%2025-09-302025-11-03history
IWR ISHARES TR286.8K shares14.34%2025-09-302025-11-03history
Sponsored
SHLD GLOBAL X FDS391.9K shares169.05%2025-09-302025-11-03history
TROW PRICE T ROWE GROUP INC260.1K shares6.14%2025-09-302025-11-03history
R RYDER SYS INC140.9K shares13.45%2025-09-302025-11-03history
VTWO VANGUARD SCOTTSDALE FDS271.2K shares43.77%2025-09-302025-11-03history
CSX CSX CORP739.2K shares2.60%2025-09-302025-11-03history
DFAT DIMENSIONAL ETF TRUST444.6K shares-4.54%2025-09-302025-11-03history
IEX IDEX CORP158.8K shares4.20%2025-09-302025-11-03history
EGP EASTGROUP PPTYS INC152.2K shares19.53%2025-09-302025-11-03history
Sponsored
DFAI DIMENSIONAL ETF TRUST708.0K shares-4.35%2025-09-302025-11-03history
HON HONEYWELL INTL INC122.2K shares13.17%2025-09-302025-11-03history
GGG GRACO INC300.2K shares17.37%2025-09-302025-11-03history
GLD SPDR GOLD TR70.9K shares-3.71%2025-09-302025-11-03history
KEY KEYCORP1.3M shares4.60%2025-09-302025-11-03history
FGD FIRST TR EXCHANGE TRADED FD870.5K shares1.39%2025-09-302025-11-03history
CTA SIMPLIFY EXCHANGE TRADED FUN890.4K shares-25.73%2025-09-302025-11-03history
D DOMINION ENERGY INC406.0K shares8.13%2025-09-302025-11-03history
Sponsored
YUM YUM BRANDS INC162.9K shares4.85%2025-09-302025-11-03history
BUCK SIMPLIFY EXCHANGE TRADED FUN1.0M shares-8.24%2025-09-302025-11-03history
WDIV SPDR INDEX SHS FDS336.8K shares4.31%2025-09-302025-11-03history
VLO VALERO ENERGY CORP143.6K shares-10.86%2025-09-302025-11-03history
F FORD MTR CO2.0M shares5.73%2025-09-302025-11-03history
IDEV ISHARES TR302.4K shares-0.94%2025-09-302025-11-03history
ICLO INVESCO ACTIVELY MANAGED EXC946.0K shares49.44%2025-09-302025-11-03history
USB US BANCORP DEL500.5K shares5.21%2025-09-302025-11-03history
Sponsored
ALLW SSGA ACTIVE TR856.7K shares24.03%2025-09-302025-11-03history
CDX SIMPLIFY EXCHANGE TRADED FUN1.0M shares20.81%2025-09-302025-11-03history
PRU PRUDENTIAL FINL INC228.7K shares6.97%2025-09-302025-11-03history
OMC OMNICOM GROUP INC290.2K shares7.46%2025-09-302025-11-03history
TFC TRUIST FINL CORP514.4K shares4.07%2025-09-302025-11-03history
MTUM ISHARES TR91.6K shares-4.47%2025-09-302025-11-03history
DIS DISNEY WALT CO199.6K shares12.50%2025-09-302025-11-03history
GOOG ALPHABET INC93.4K shares5.41%2025-09-302025-11-03history
Sponsored
IUSB ISHARES TR482.4K shares6.73%2025-09-302025-11-03history
DFCF DIMENSIONAL ETF TRUST526.8K shares-15.17%2025-09-302025-11-03history
RF REGIONS FINANCIAL CORP NEW845.0K shares3.06%2025-09-302025-11-03history
ADM ARCHER DANIELS MIDLAND CO372.8K shares0.79%2025-09-302025-11-03history
CFG CITIZENS FINL GROUP INC416.9K shares-2.51%2025-09-302025-11-03history
INTC INTEL CORP656.8K shares3.15%2025-09-302025-11-03history
ES EVERSOURCE ENERGY309.0K shares6.99%2025-09-302025-11-03history
QCOM QUALCOMM INC129.4K shares25.52%2025-09-302025-11-03history
Sponsored
MRK MERCK & CO INC255.0K shares6.43%2025-09-302025-11-03history
CMCSA COMCAST CORP NEW678.5K shares20.04%2025-09-302025-11-03history
GPC GENUINE PARTS CO153.6K shares7.06%2025-09-302025-11-03history
CMBS ISHARES TR431.5K shares8.43%2025-09-302025-11-03history
IEI ISHARES TR174.5K shares13.20%2025-09-302025-11-03history
IAUM ISHARES GOLD TR524.2K shares16.59%2025-09-302025-11-03history
KMB KIMBERLY-CLARK CORP160.5K shares7.02%2025-09-302025-11-03history
WEC WEC ENERGY GROUP INC171.8K shares4.87%2025-09-302025-11-03history
Sponsored
AEP AMERICAN ELEC PWR CO INC174.1K shares6.08%2025-09-302025-11-03history
HIGH SIMPLIFY EXCHANGE TRADED FUN845.9K shares2.14%2025-09-302025-11-03history
CVS CVS HEALTH CORP257.2K shares6.19%2025-09-302025-11-03history
XLI SELECT SECTOR SPDR TR125.5K shares7.35%2025-09-302025-11-03history
NKE NIKE INC275.0K shares-0.05%2025-09-302025-11-03history
DIV GLOBAL X FDS1.1M shares7.45%2025-09-302025-11-03history
XLE SELECT SECTOR SPDR TR211.9K shares12.20%2025-09-302025-11-03history
CNP CENTERPOINT ENERGY INC486.6K shares3.35%2025-09-302025-11-03history
Sponsored
RTX RTX CORPORATION111.5K shares-0.40%2025-09-302025-11-03history
LAZ LAZARD INC351.3K shares3.76%2025-09-302025-11-03history
GLDM WORLD GOLD TR241.3K shares42.39%2025-09-302025-11-03history
IHDG WISDOMTREE TR398.2K shares22.06%2025-09-302025-11-03history
BWA BORGWARNER INC416.6K shares-1.23%2025-09-302025-11-03history
VTV VANGUARD INDEX FDS97.9K shares14.11%2025-09-302025-11-03history
CMS CMS ENERGY CORP244.2K shares5.84%2025-09-302025-11-03history
BALT INNOVATOR ETFS TRUST540.8K shares9.39%2025-09-302025-11-03history
Sponsored
TLT ISHARES TR198.5K shares80.71%2025-09-302025-11-03history
DECZ ELEVATION SERIES TRUST433.5K sharesnew addition2025-09-302025-11-03history
GIS GENERAL MLS INC346.0K shares7.68%2025-09-302025-11-03history
SVOL SIMPLIFY EXCHANGE TRADED FUN965.2K shares-45.51%2025-09-302025-11-03history
FE FIRSTENERGY CORP374.4K shares7.96%2025-09-302025-11-03history
VST VISTRA CORP87.4K shares-25.28%2025-09-302025-11-03history
TPR TAPESTRY INC151.3K shares-1.30%2025-09-302025-11-03history
JPST J P MORGAN EXCHANGE TRADED F336.5K shares3.94%2025-09-302025-11-03history
Sponsored
FLDR FIDELITY MERRIMACK STR TR340.1K shares7.81%2025-09-302025-11-03history
PPL PPL CORP457.6K shares5.00%2025-09-302025-11-03history
JBHT HUNT J B TRANS SVCS INC125.8K shares3.19%2025-09-302025-11-03history
DTE DTE ENERGY CO118.5K shares5.01%2025-09-302025-11-03history
SIXF AIM ETF PRODUCTS TRUST532.9K shares-0.71%2025-09-302025-11-03history
OGE OGE ENERGY CORP356.5K shares4.72%2025-09-302025-11-03history
LYB LYONDELLBASELL INDUSTRIES N332.3K shares2.78%2025-09-302025-11-03history
DON WISDOMTREE TR307.9K shares13.48%2025-09-302025-11-03history
Sponsored
ORI OLD REP INTL CORP373.8K shares-0.66%2025-09-302025-11-03history
CNAV COLLABORATIVE INVESTMNT SER522.8K shares-13.17%2025-09-302025-11-03history
BINC BLACKROCK ETF TRUST II296.4K shares36.15%2025-09-302025-11-03history
HPQ HP INC573.1K shares2.98%2025-09-302025-11-03history
FITB FIFTH THIRD BANCORP348.0K shares4.70%2025-09-302025-11-03history
IP INTERNATIONAL PAPER CO332.3K shares8.54%2025-09-302025-11-03history
XFIV BONDBLOXX ETF TRUST311.0K shares49.95%2025-09-302025-11-03history
ANGL VANECK ETF TRUST514.6K shares5.12%2025-09-302025-11-03history
Sponsored
SMH VANECK ETF TRUST46.4K shares-6.20%2025-09-302025-11-03history
SWKS SKYWORKS SOLUTIONS INC193.5K shares7.80%2025-09-302025-11-03history
EMR EMERSON ELEC CO113.0K shares-2.58%2025-09-302025-11-03history
VTI VANGUARD INDEX FDS45.1K shares28.43%2025-09-302025-11-03history
IGSB ISHARES TR277.4K shares-16.20%2025-09-302025-11-03history
SW SMURFIT WESTROCK PLC338.8K shares6.87%2025-09-302025-11-03history
PEG PUBLIC SVC ENTERPRISE GRP IN171.9K shares5.55%2025-09-302025-11-03history
PFG PRINCIPAL FINANCIAL GROUP IN170.7K shares8.79%2025-09-302025-11-03history
Sponsored
BBY BEST BUY INC186.5K shares8.92%2025-09-302025-11-03history
TPH TRI POINTE HOMES INC410.8K shares17.75%2025-09-302025-11-03history
OKE ONEOK INC NEW190.3K shares8.57%2025-09-302025-11-03history
ADBE ADOBE INC39.2K shares24.04%2025-09-302025-11-03history
MNST MONSTER BEVERAGE CORP NEW205.2K shares14.82%2025-09-302025-11-03history
BMY BRISTOL-MYERS SQUIBB CO304.6K shares20.26%2025-09-302025-11-03history
PHM PULTE GROUP INC103.9K shares0.67%2025-09-302025-11-03history
BG BUNGE GLOBAL SA168.6K shares2.86%2025-09-302025-11-03history
Sponsored
PNW PINNACLE WEST CAP CORP152.3K shares9.12%2025-09-302025-11-03history
KKR KKR & CO INC104.7K shares17.00%2025-09-302025-11-03history
VGLT VANGUARD SCOTTSDALE FDS235.1K shares6.71%2025-09-302025-11-03history
CAG CONAGRA BRANDS INC720.1K shares13.67%2025-09-302025-11-03history
NBOS NEUBERGER BERMAN ETF TRUST482.8K shares7.56%2025-09-302025-11-03history
TXN TEXAS INSTRS INC69.5K shares19.24%2025-09-302025-11-03history
IWP ISHARES TR89.2K shares-46.14%2025-09-302025-11-03history
GDX VANECK ETF TRUST166.3K shares-2.54%2025-09-302025-11-03history
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NEE NEXTERA ENERGY INC165.7K shares6.40%2025-09-302025-11-03history
VEA VANGUARD TAX-MANAGED FDS208.6K shares9.45%2025-09-302025-11-03history
ZTS ZOETIS INC84.4K shares26.71%2025-09-302025-11-03history
XSVN BONDBLOXX ETF TRUST254.5K shares76.02%2025-09-302025-11-03history
CLOI VANECK ETF TRUST227.0K shares28.83%2025-09-302025-11-03history
EDIV SPDR INDEX SHS FDS305.9K shares5.80%2025-09-302025-11-03history
XTEN BONDBLOXX ETF TRUST253.8K shares-4.49%2025-09-302025-11-03history
XLG INVESCO EXCHANGE TRADED FD T200.7K shares58.74%2025-09-302025-11-03history
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SCHG SCHWAB STRATEGIC TR361.0K shares7.45%2025-09-302025-11-03history
QFLR INNOVATOR ETFS TRUST345.3K shares5.49%2025-09-302025-11-03history
IAGG ISHARES TR223.0K shares15.91%2025-09-302025-11-03history
GEV GE VERNOVA INC18.4K shares13.75%2025-09-302025-11-03history
JSI JANUS DETROIT STR TR216.6K shares14.05%2025-09-302025-11-03history
CLOA BLACKROCK ETF TRUST II215.5K shares14.18%2025-09-302025-11-03history
FHLC FIDELITY COVINGTON TRUST165.9K shares10.80%2025-09-302025-11-03history
CAT CATERPILLAR INC23.0K shares15.89%2025-09-302025-11-03history
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XLRE SELECT SECTOR SPDR TR256.3K shares8.84%2025-09-302025-11-03history
ADI ANALOG DEVICES INC43.9K shares26.39%2025-09-302025-11-03history
BNDX VANGUARD CHARLOTTE FDS215.3K shares31.81%2025-09-302025-11-03history
IDU ISHARES TR95.9K shares17.45%2025-09-302025-11-03history
XLB SELECT SECTOR SPDR TR116.8K shares7.70%2025-09-302025-11-03history
JEPI J P MORGAN EXCHANGE TRADED F178.4K shares7.88%2025-09-302025-11-03history
AGGH SIMPLIFY EXCHANGE TRADED FUN488.6K shares144.29%2025-09-302025-11-03history
SBAR SIMPLIFY EXCHANGE TRADED FUN384.7K sharesnew addition2025-09-302025-11-03history
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OKLO OKLO INC89.3K shares8.50%2025-09-302025-11-03history
HOOD ROBINHOOD MKTS INC69.3K shares2.94%2025-09-302025-11-03history
FIAX TIDAL TRUST II544.2K shares3.43%2025-09-302025-11-03history
APA APA CORPORATION403.5K shares2049.42%2025-09-302025-11-03history
COP CONOCOPHILLIPS103.4K shares107.51%2025-09-302025-11-03history
VUSB VANGUARD BD INDEX FDS192.0K shares-15.88%2025-09-302025-11-03history
VIG VANGUARD SPECIALIZED FUNDS44.3K shares4.61%2025-09-302025-11-03history
SCHZ SCHWAB STRATEGIC TR407.2K shares10.24%2025-09-302025-11-03history
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A AGILENT TECHNOLOGIES INC74.3K shares-25.66%2025-09-302025-11-03history
SCHW SCHWAB CHARLES CORP99.8K shares130.97%2025-09-302025-11-03history
CRWD CROWDSTRIKE HLDGS INC19.4K shares37.87%2025-09-302025-11-03history
DFAE DIMENSIONAL ETF TRUST300.7K shares-4.99%2025-09-302025-11-03history
IYW ISHARES TR48.3K shares-56.58%2025-09-302025-11-03history
PH PARKER-HANNIFIN CORP12.4K shares6.03%2025-09-302025-11-03history
TYA SIMPLIFY EXCHANGE TRADED FUN680.9K shares-59.92%2025-09-302025-11-03history
EBAY EBAY INC.101.4K shares9.11%2025-09-302025-11-03history
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NI NISOURCE INC212.6K shares11.32%2025-09-302025-11-03history
DFIV DIMENSIONAL ETF TRUST199.5K shares-4.50%2025-09-302025-11-03history
DFEV DIMENSIONAL ETF TRUST288.1K shares-4.40%2025-09-302025-11-03history
BSV VANGUARD BD INDEX FDS115.9K shares75.61%2025-09-302025-11-03history
VBR VANGUARD INDEX FDS43.8K shares7.50%2025-09-302025-11-03history
MMM 3M CO58.3K shares4.73%2025-09-302025-11-03history
VGIT VANGUARD SCOTTSDALE FDS150.2K shares85.04%2025-09-302025-11-03history
SEIX VIRTUS ETF TR II374.8K shares12.92%2025-09-302025-11-03history
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ABT ABBOTT LABS65.5K shares20.77%2025-09-302025-11-03history
SPDW SPDR INDEX SHS FDS203.1K shares35.06%2025-09-302025-11-03history
DIHP DIMENSIONAL ETF TRUST284.5K shares-4.09%2025-09-302025-11-03history
SCHD SCHWAB STRATEGIC TR315.9K shares-1.61%2025-09-302025-11-03history
LEU CENTRUS ENERGY CORP27.2K shares23.91%2025-09-302025-11-03history
TMUS T-MOBILE US INC35.2K shares30.13%2025-09-302025-11-03history
FNF FIDELITY NATIONAL FINANCIAL135.3K shares5.95%2025-09-302025-11-03history
MAS MASCO CORP116.0K shares11.54%2025-09-302025-11-03history
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CINF CINCINNATI FINL CORP51.0K shares1102.76%2025-09-302025-11-03history
WTV WISDOMTREE TR88.5K shares4.38%2025-09-302025-11-03history
PANW PALO ALTO NETWORKS INC39.5K shares26.32%2025-09-302025-11-03history
CEG CONSTELLATION ENERGY CORP24.4K shares2.10%2025-09-302025-11-03history
JAJL INNOVATOR ETFS TRUST280.6K shares-4.38%2025-09-302025-11-03history
LDOS LEIDOS HOLDINGS INC42.3K shares4.09%2025-09-302025-11-03history
BIL SPDR SERIES TRUST86.9K shares15.31%2025-09-302025-11-03history
LIN LINDE PLC16.6K shares14.19%2025-09-302025-11-03history
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BUFR FIRST TR EXCHNG TRADED FD VI235.1K shares25.15%2025-09-302025-11-03history
FNCL FIDELITY COVINGTON TRUST102.5K shares10.54%2025-09-302025-11-03history
KO COCA COLA CO116.7K shares-5.80%2025-09-302025-11-03history
NEM NEWMONT CORP91.3K shares11.29%2025-09-302025-11-03history
CTAS CINTAS CORP37.2K shares-15.15%2025-09-302025-11-03history
XLSR SSGA ACTIVE TR127.1K shares8.36%2025-09-302025-11-03history
MRVL MARVELL TECHNOLOGY INC89.3K shares27.70%2025-09-302025-11-03history
LRCX LAM RESEARCH CORP56.0K shares26.65%2025-09-302025-11-03history
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SPBW AIM ETF PRODUCTS TRUST276.7K shares27.10%2025-09-302025-11-03history
VOE VANGUARD INDEX FDS42.3K shares10.87%2025-09-302025-11-03history
SPD SIMPLIFY EXCHANGE TRADED FUN184.9K shares-0.18%2025-09-302025-11-03history
VGT VANGUARD WORLD FD9.8K shares0.90%2025-09-302025-11-03history
COR CENCORA INC23.3K shares12.16%2025-09-302025-11-03history
IWF ISHARES TR15.5K shares1.40%2025-09-302025-11-03history
FTI TECHNIPFMC PLC183.6K shares38.04%2025-09-302025-11-03history
SIVR ABRDN SILVER ETF TRUST161.4K shares854.90%2025-09-302025-11-03history
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ETN EATON CORP PLC19.2K shares3.17%2025-09-302025-11-03history
FSTA FIDELITY COVINGTON TRUST141.0K shares5.22%2025-09-302025-11-03history
JBBB JANUS DETROIT STR TR145.4K shares16.24%2025-09-302025-11-03history
CHRW C H ROBINSON WORLDWIDE INC52.9K shares6.44%2025-09-302025-11-03history
IBIT ISHARES BITCOIN TRUST ETF106.7K shares100.45%2025-09-302025-11-03history
AVLC AMERICAN CENTY ETF TR90.1K shares45.05%2025-09-302025-11-03history
AGG ISHARES TR68.6K shares-12.21%2025-09-302025-11-03history
XME SPDR SERIES TRUST73.4K shares-34.01%2025-09-302025-11-03history
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ONEQ FIDELITY COMWLTH TR76.2K shares-69.05%2025-09-302025-11-03history
SFLR INNOVATOR ETFS TRUST188.1K shares11.41%2025-09-302025-11-03history
USMV ISHARES TR71.2K shares12.02%2025-09-302025-11-03history
CMI CUMMINS INC16.0K shares3.42%2025-09-302025-11-03history
FCOM FIDELITY COVINGTON TRUST94.8K shares-20.87%2025-09-302025-11-03history
STT STATE STR CORP57.0K sharesnew addition2025-09-302025-11-03history
UNP UNION PAC CORP27.9K shares5.74%2025-09-302025-11-03history
SYY SYSCO CORP79.6K shares320.91%2025-09-302025-11-03history
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SO SOUTHERN CO69.1K shares57.08%2025-09-302025-11-03history
SPMO INVESCO EXCH TRADED FD TR II54.1K shares3.46%2025-09-302025-11-03history
IYF ISHARES TR51.3K shares22.45%2025-09-302025-11-03history
FLOT ISHARES TR125.7K shares3.96%2025-09-302025-11-03history
IYZ ISHARES TR198.2K shares17.56%2025-09-302025-11-03history
VRSN VERISIGN INC22.6K shares-7.20%2025-09-302025-11-03history
RDVY FIRST TR EXCHANGE TRADED FD93.4K shares33.49%2025-09-302025-11-03history
ADP AUTOMATIC DATA PROCESSING IN20.9K shares23.90%2025-09-302025-11-03history
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DIA SPDR DOW JONES INDL AVERAGE13.2K shares-32.91%2025-09-302025-11-03history
DUK DUKE ENERGY CORP NEW49.1K shares51.93%2025-09-302025-11-03history
SPHY SPDR SERIES TRUST250.1K shares-19.37%2025-09-302025-11-03history
VFH VANGUARD WORLD FD45.4K shares-29.10%2025-09-302025-11-03history
INTU INTUIT8.7K shares16.21%2025-09-302025-11-03history
EMB ISHARES TR60.5K shares13.52%2025-09-302025-11-03history
XTRE BONDBLOXX ETF TRUST114.7K shares141.79%2025-09-302025-11-03history
FTA FIRST TR EXCHANGE-TRADED ALP68.5K shares-26.97%2025-09-302025-11-03history
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FDLO FIDELITY COVINGTON TRUST85.5K shares21.08%2025-09-302025-11-03history
IXP ISHARES TR45.4K shares-41.55%2025-09-302025-11-03history
IAU ISHARES GOLD TR72.8K shares46.20%2025-09-302025-11-03history
ISRG INTUITIVE SURGICAL INC11.6K shares18.89%2025-09-302025-11-03history
AVMC AMERICAN CENTY ETF TR73.8K shares37.43%2025-09-302025-11-03history
DDLS WISDOMTREE TR121.8K shares16.51%2025-09-302025-11-03history
SEI SOLARIS ENERGY INFRAS INC127.3K shares5.97%2025-09-302025-11-03history
AXP AMERICAN EXPRESS CO15.3K shares7.11%2025-09-302025-11-03history
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MDLZ MONDELEZ INTL INC80.6K shares23.42%2025-09-302025-11-03history
GAEM SIMPLIFY EXCHANGE TRADED FUN189.1K sharesnew addition2025-09-302025-11-03history
SPYC SIMPLIFY EXCHANGE TRADED FUN115.8K shares-0.66%2025-09-302025-11-03history
NDAQ NASDAQ INC55.8K shares1.72%2025-09-302025-11-03history
IWM ISHARES TR20.4K shares-3.40%2025-09-302025-11-03history
SPSM SPDR SERIES TRUST106.3K shares50.45%2025-09-302025-11-03history
SPAB SPDR SERIES TRUST190.5K shares-7.46%2025-09-302025-11-03history
FTSM FIRST TR EXCHANGE-TRADED FD81.3K shares1326.93%2025-09-302025-11-03history
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GILD GILEAD SCIENCES INC43.9K shares24.22%2025-09-302025-11-03history
FNDX SCHWAB STRATEGIC TR184.5K shares9.58%2025-09-302025-11-03history
IEF ISHARES TR50.1K shares95.93%2025-09-302025-11-03history
MANH MANHATTAN ASSOCIATES INC23.2K shares12.41%2025-09-302025-11-03history
ZSEP INNOVATOR ETFS TRUST179.5K shares3246.41%2025-09-302025-11-03history
MGK VANGUARD WORLD FD11.7K shares-40.07%2025-09-302025-11-03history
FVD FIRST TR EXCHANGE-TRADED FD101.8K shares-1.05%2025-09-302025-11-03history
SPEM SPDR INDEX SHS FDS100.2K shares33.87%2025-09-302025-11-03history
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SBUX STARBUCKS CORP55.1K shares30.00%2025-09-302025-11-03history
MCK MCKESSON CORP6.0K shares8.78%2025-09-302025-11-03history
FTCS FIRST TR EXCHANGE-TRADED FD49.7K shares-3.16%2025-09-302025-11-03history
KIM KIMCO RLTY CORP213.0K sharesnew addition2025-09-302025-11-03history
AMT AMERICAN TOWER CORP NEW24.0K shares5.74%2025-09-302025-11-03history
FANG DIAMONDBACK ENERGY INC32.2K shares9.93%2025-09-302025-11-03history
SPYD SPDR SERIES TRUST104.7K shares5.76%2025-09-302025-11-03history
DFAC DIMENSIONAL ETF TRUST118.9K shares29.24%2025-09-302025-11-03history
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VWO VANGUARD INTL EQUITY INDEX F83.5K shares6.13%2025-09-302025-11-03history
IDXX IDEXX LABS INC7.1K shares-39.03%2025-09-302025-11-03history
HSCZ ISHARES TR119.1K shares17.85%2025-09-302025-11-03history
RWL INVESCO EXCH TRADED FD TR II39.6K shares9.67%2025-09-302025-11-03history
LOW LOWES COS INC17.2K shares9.34%2025-09-302025-11-03history
SJM SMUCKER J M CO39.8K shares13.30%2025-09-302025-11-03history
CRWV COREWEAVE INC31.0K sharesnew addition2025-09-302025-11-03history
ANF ABERCROMBIE & FITCH CO49.4K sharesnew addition2025-09-302025-11-03history
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APP APPLOVIN CORP5.8K shares23.19%2025-09-302025-11-03history
OCTU AIM ETF PRODUCTS TRUST148.5K shares-53.76%2025-09-302025-11-03history
NVBU AIM ETF PRODUCTS TRUST146.3K shares-53.82%2025-09-302025-11-03history
SHV ISHARES TR37.4K shares-9.04%2025-09-302025-11-03history
UPS UNITED PARCEL SERVICE INC49.4K shares-0.69%2025-09-302025-11-03history
CDNS CADENCE DESIGN SYSTEM INC11.7K shares16.16%2025-09-302025-11-03history
MET METLIFE INC50.0K shares-16.38%2025-09-302025-11-03history
IXUS ISHARES TR49.0K shares7.29%2025-09-302025-11-03history
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DFAR DIMENSIONAL ETF TRUST168.3K shares-2.42%2025-09-302025-11-03history
WDAY WORKDAY INC16.5K shares25.25%2025-09-302025-11-03history
ARCC ARES CAPITAL CORP194.9K shares6.24%2025-09-302025-11-03history
YMAG TIDAL TRUST II252.0K shares12.03%2025-09-302025-11-03history
FTCB FIRST TR EXCHANGE-TRADED FD183.2K shares0.21%2025-09-302025-11-03history
USMC PRINCIPAL EXCHANGE TRADED FD57.2K sharesnew addition2025-09-302025-11-03history
PCAR PACCAR INC39.6K shares29.13%2025-09-302025-11-03history
VO VANGUARD INDEX FDS13.2K shares25.21%2025-09-302025-11-03history
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CRH CRH PLC32.2K shares59.01%2025-09-302025-11-03history
VCR VANGUARD WORLD FD9.7K shares-37.15%2025-09-302025-11-03history
AVDE AMERICAN CENTY ETF TR48.0K shares34.33%2025-09-302025-11-03history
PYPL PAYPAL HLDGS INC56.0K shares24.41%2025-09-302025-11-03history
HYEM VANECK ETF TRUST183.3K shares6.20%2025-09-302025-11-03history
TSM TAIWAN SEMICONDUCTOR MFG LTD13.2K shares0.90%2025-09-302025-11-03history
EMHY ISHARES INC92.5K shares6.30%2025-09-302025-11-03history
TDIV FIRST TR EXCHANGE TRADED FD37.1K shares-5.85%2025-09-302025-11-03history
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FDN FIRST TR EXCHANGE-TRADED FD13.1K shares4.60%2025-09-302025-11-03history
SPMD SPDR SERIES TRUST63.1K shares10.45%2025-09-302025-11-03history
SNAV COLLABORATIVE INVESTMNT SER103.4K shares-9.12%2025-09-302025-11-03history
PFEB INNOVATOR ETFS TRUST90.2K shares-21.39%2025-09-302025-11-03history
BTAL AGF INVTS TR224.1K shares-4.11%2025-09-302025-11-03history
LTPZ PIMCO ETF TR66.7K shares-3.53%2025-09-302025-11-03history
XLK SELECT SECTOR SPDR TR12.6K shares-27.05%2025-09-302025-11-03history
CPRT COPART INC78.6K shares30.00%2025-09-302025-11-03history
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NOW SERVICENOW INC3.8K shares0.53%2025-09-302025-11-03history
KLAC KLA CORP3.2K shares27.03%2025-09-302025-11-03history
BA BOEING CO15.9K shares12.37%2025-09-302025-11-03history
EL LAUDER ESTEE COS INC39.0K shares-52.56%2025-09-302025-11-03history
IJR ISHARES TR28.9K shares24.79%2025-09-302025-11-03history
AIOO AIM ETF PRODUCTS TRUST134.3K sharesnew addition2025-09-302025-11-03history
MS MORGAN STANLEY21.5K shares16.07%2025-09-302025-11-03history
SNPS SYNOPSYS INC6.9K shares10.44%2025-09-302025-11-03history
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IGOV ISHARES TR80.0K shares9.62%2025-09-302025-11-03history
DE DEERE & CO7.4K shares-5.60%2025-09-302025-11-03history
VB VANGUARD INDEX FDS13.3K shares6.33%2025-09-302025-11-03history
QTEC FIRST TR EXCHANGE-TRADED FD14.5K shares-19.60%2025-09-302025-11-03history
PAUG INNOVATOR ETFS TRUST78.5K shares4.09%2025-09-302025-11-03history
RSMV LISTED FDS TR125.0K sharesnew addition2025-09-302025-11-03history
RULE COLLABORATIVE INVESTMNT SER144.5K shares-8.72%2025-09-302025-11-03history
AWK AMERICAN WTR WKS CO INC NEW23.7K shares14.18%2025-09-302025-11-03history
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SPTM SPDR SERIES TRUST40.7K shares-18.60%2025-09-302025-11-03history
STIP ISHARES TR31.6K shares22.23%2025-09-302025-11-03history
MBND SSGA ACTIVE TR119.0K shares7.83%2025-09-302025-11-03history
MFUL COLLABORATIVE INVESTMNT SER145.3K shares-5.22%2025-09-302025-11-03history
QGRO AMERICAN CENTY ETF TR28.0K shares91.38%2025-09-302025-11-03history
IJH ISHARES TR49.1K shares6.66%2025-09-302025-11-03history
FTGS FIRST TR EXCHANGE-TRADED FD89.2K shares-24.21%2025-09-302025-11-03history
NSC NORFOLK SOUTHN CORP10.6K shares66.28%2025-09-302025-11-03history
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QINT AMERICAN CENTY ETF TR52.0K shares35.11%2025-09-302025-11-03history
ITOT ISHARES TR21.7K shares3.68%2025-09-302025-11-03history
CEF SPROTT ASSET MANAGEMENT LP85.1K shares3.36%2025-09-302025-11-03history
KHC KRAFT HEINZ CO119.7K shares13.94%2025-09-302025-11-03history
BJ BJS WHSL CLUB HLDGS INC33.4K shares2.40%2025-09-302025-11-03history
EFA ISHARES TR33.3K shares-28.81%2025-09-302025-11-03history
LMT LOCKHEED MARTIN CORP6.2K shares1.27%2025-09-302025-11-03history
SHOP SHOPIFY INC20.8K shares-3.07%2025-09-302025-11-03history
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FDT FIRST TR EXCH TRD ALPHDX FD41.0K shares-8.04%2025-09-302025-11-03history
XMMO INVESCO EXCHANGE TRADED FD T22.6K shares6.76%2025-09-302025-11-03history
PMAY INNOVATOR ETFS TRUST78.3K shares-9.63%2025-09-302025-11-03history
SHW SHERWIN WILLIAMS CO8.8K shares-3.72%2025-09-302025-11-03history
EA ELECTRONIC ARTS INC15.0K shares45.59%2025-09-302025-11-03history
PNC PNC FINL SVCS GROUP INC14.9K shares15.16%2025-09-302025-11-03history
KR KROGER CO44.0K shares-20.58%2025-09-302025-11-03history
WM WASTE MGMT INC DEL13.4K shares32.21%2025-09-302025-11-03history
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FENY FIDELITY COVINGTON TRUST119.6K shares10.88%2025-09-302025-11-03history
QLTA ISHARES TR60.8K shares27.17%2025-09-302025-11-03history
NRG NRG ENERGY INC18.1K shares8.49%2025-09-302025-11-03history
ZDEK INNOVATOR ETFS TRUST116.0K shares-65.27%2025-09-302025-11-03history
MGC VANGUARD WORLD FD12.0K shares985.97%2025-09-302025-11-03history
ZMAR INNOVATOR ETFS TRUST107.8K shares-14.33%2025-09-302025-11-03history
BABA ALIBABA GROUP HLDG LTD16.3K shares4.83%2025-09-302025-11-03history
QQQM INVESCO EXCH TRADED FD TR II11.7K shares-0.85%2025-09-302025-11-03history
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BKNG BOOKING HOLDINGS INC525 shares21.81%2025-09-302025-11-03history
ZFEB INNOVATOR ETFS TRUST113.5K shares-31.64%2025-09-302025-11-03history
OMFL INVESCO EXCH TRD SLF IDX FD47.0K shares1810.57%2025-09-302025-11-03history
AFLG FIRST TR EXCHNG TRADED FD VI72.9K shares-3.73%2025-09-302025-11-03history
CBRE CBRE GROUP INC17.9K shares4.62%2025-09-302025-11-03history
JBND J P MORGAN EXCHANGE TRADED F52.0K shares363.85%2025-09-302025-11-03history
AVLV AMERICAN CENTY ETF TR39.0K shares28.38%2025-09-302025-11-03history
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VXUS VANGUARD STAR FDS38.2K shares12.33%2025-09-302025-11-03history
BKLN INVESCO EXCH TRADED FD TR II133.8K shares2.78%2025-09-302025-11-03history
PGR PROGRESSIVE CORP11.3K shares12.66%2025-09-302025-11-03history
SHY ISHARES TR33.3K shares-7.31%2025-09-302025-11-03history
SLV ISHARES SILVER TR65.2K shares26.01%2025-09-302025-11-03history
TXT TEXTRON INC32.7K shares9.02%2025-09-302025-11-03history
FPE FIRST TR EXCH TRADED FD III150.9K shares-4.81%2025-09-302025-11-03history
ASML ASML HOLDING N V2.8K shares-6.97%2025-09-302025-11-03history
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XLP SELECT SECTOR SPDR TR35.0K shares-2.01%2025-09-302025-11-03history
NHC NATIONAL HEALTHCARE CORP22.4K shares-0.98%2025-09-302025-11-03history
AVEM AMERICAN CENTY ETF TR36.1K shares678.08%2025-09-302025-11-03history
FALN ISHARES TR97.5K shares121.36%2025-09-302025-11-03history
XLU SELECT SECTOR SPDR TR30.7K shares26.93%2025-09-302025-11-03history
BLK BLACKROCK INC2.3K shares18.56%2025-09-302025-11-03history
BAR GRANITESHARES GOLD TR69.6K shares3.54%2025-09-302025-11-03history
ZROZ PIMCO ETF TR38.8K shares1.56%2025-09-302025-11-03history
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SCHV SCHWAB STRATEGIC TR90.4K shares8.28%2025-09-302025-11-03history
FLV AMERICAN CENTY ETF TR35.5K shares30.51%2025-09-302025-11-03history
LXP LXP INDUSTRIAL TRUST290.6K shares8.12%2025-09-302025-11-03history
CWEN CLEARWAY ENERGY INC92.1K shares5.40%2025-09-302025-11-03history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available