The Analysis of Alteri Wealth LLC's Holdings

Currently, Alteri Wealth LLC holds 282 types of securities in its portfolio with a total value $291.0M. In the most recent quarter, they have increased their positions in ZECP (+26.1K shares, valued at $877.5K), SMIZ (+12.6K shares, valued at $468.9K), CSX (+12.7K shares, valued at $449.3K); decreased their positions in NOW (-524 shares, valued at $482.2K), TNGY (-30.8K shares, valued at $279.3K), IWF (-545 shares, valued at $255.3K); initiated new positions in CSX (+12.7K shares, valued at $449.3K), TMO (+868 shares, valued at $421.1K), PFSI (+3.4K shares, valued at $416.9K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION COM99.3K shares0.61%2025-09-302025-11-10

AAPL APPLE INC COM72.4K shares1.69%2025-09-302025-11-10

AVGO BROADCOM INC COM38.6K shares-1.06%2025-09-302025-11-10

MSFT MICROSOFT CORP COM19.0K shares-2.11%2025-09-302025-11-10

WMT WALMART INC COM85.2K shares0.64%2025-09-302025-11-10

XOM EXXON MOBIL CORP COM58.2K shares0.86%2025-09-302025-11-10

GOOGL ALPHABET INC CAP STK CL A26.6K shares2.50%2025-09-302025-11-10

AMZN AMAZON COM INC COM28.3K shares6.41%2025-09-302025-11-10

Sponsored

JPM JPMORGAN CHASE & CO. COM15.1K shares-1.05%2025-09-302025-11-10

BAC BANK AMERICA CORP COM80.6K shares-0.39%2025-09-302025-11-10

META META PLATFORMS INC CL A5.4K shares4.96%2025-09-302025-11-10

INTC INTEL CORP COM117.9K shares0.08%2025-09-302025-11-10

SRLN SPDR BLACKSTONE SENIOR LOAN ETF87.1K shares8.67%2025-09-302025-11-10

TSLA TESLA INC COM8.0K shares1.49%2025-09-302025-11-10

AMGN AMGEN INC COM12.7K shares8.77%2025-09-302025-11-10

BA BOEING CO COM14.2K shares0.33%2025-09-302025-11-10

Sponsored

IVV ISHARES CORE S&P 500 ETF4.5K shares0.98%2025-09-302025-11-10

GOOG ALPHABET INC CAP STK CL C10.8K shares9.30%2025-09-302025-11-10

ZECP ZACKS EARNINGS CONSISTENT PORTFOLIO ETF76.1K shares52.16%2025-09-302025-11-10

LLY ELI LILLY & CO COM3.1K shares5.21%2025-09-302025-11-10

RTX RTX CORPORATION COM12.2K shares-0.36%2025-09-302025-11-10

QUAL ISHARES MSCI USA QUALITY FACTOR ETF10.0K shares0.11%2025-09-302025-11-10

DIS DISNEY WALT CO COM17.0K shares6.88%2025-09-302025-11-10

LMT LOCKHEED MARTIN CORP COM3.8K shares5.98%2025-09-302025-11-10

Sponsored

AJG GALLAGHER ARTHUR J & CO COM5.9K shares0.07%2025-09-302025-11-10

MBB ISHARES MBS ETF18.3K shares10.84%2025-09-302025-11-10

GLD SPDR GOLD SHARES4.8K shares4.75%2025-09-302025-11-10

QQQ INVESCO QQQ TRUST SERIES I2.9K shares7.14%2025-09-302025-11-10

UAL UNITED AIRLS HLDGS INC COM17.7K shares0.04%2025-09-302025-11-10

BLK BLACKROCK INC COM1.4K shares-0.22%2025-09-302025-11-10

V VISA INC COM CL A4.6K shares-2.26%2025-09-302025-11-10

NFLX NETFLIX INC COM1.3K shares-0.69%2025-09-302025-11-10

Sponsored

IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF41.9K shares35.29%2025-09-302025-11-10

PG PROCTER AND GAMBLE CO COM9.9K shares-1.39%2025-09-302025-11-10

VBR VANGUARD SMALL CAP VALUE ETF7.1K shares13.23%2025-09-302025-11-10

IEFA ISHARES CORE MSCI EAFE ETF17.0K shares19.64%2025-09-302025-11-10

VOO VANGUARD S&P 500 ETF2.4K shares14.62%2025-09-302025-11-10

COST COSTCO WHSL CORP NEW COM1.6K shares-2.15%2025-09-302025-11-10

IBM INTERNATIONAL BUSINESS MACHS COM5.1K shares5.55%2025-09-302025-11-10

BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF29.1K shares10.93%2025-09-302025-11-10

Sponsored

T AT&T INC COM49.5K shares25.49%2025-09-302025-11-10

WFC WELLS FARGO CO NEW COM16.4K shares2.17%2025-09-302025-11-10

SMIZ ZACKS SMALL/MID CAP ETF36.6K shares52.28%2025-09-302025-11-10

LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF12.0K shares16.20%2025-09-302025-11-10

JNJ JOHNSON & JOHNSON COM7.1K shares0.90%2025-09-302025-11-10

HD HOME DEPOT INC COM3.2K shares7.19%2025-09-302025-11-10

FTNT FORTINET INC COM15.5K shares-0.15%2025-09-302025-11-10

IWF ISHARES RUSSELL 1000 GROWTH ETF2.8K shares-16.45%2025-09-302025-11-10

Sponsored

ABBV ABBVIE INC COM5.5K shares0.38%2025-09-302025-11-10

BX BLACKSTONE INC COM7.5K shares0.16%2025-09-302025-11-10

SCHO SCHWAB SHORT-TERM US TREASURY ETF50.8K shares10.79%2025-09-302025-11-10

ORCL ORACLE CORP COM4.3K shares1.98%2025-09-302025-11-10

YEAR AB ULTRA SHORT INCOME ETF23.9K shares20.27%2025-09-302025-11-10

VUG VANGUARD GROWTH ETF2.5K shares36.58%2025-09-302025-11-10

XLF FINANCIAL SELECT SECTOR SPDR FUND21.4K shares2.30%2025-09-302025-11-10

PH PARKER-HANNIFIN CORP COM1.5K shares-3.25%2025-09-302025-11-10

Sponsored

QCOM QUALCOMM INC COM6.9K shares0.58%2025-09-302025-11-10

DGRO ISHARES CORE DIVIDEND GROWTH ETF16.5K shares5.00%2025-09-302025-11-10

SOXX ISHARES SEMICONDUCTOR ETF4.1K shares-0.39%2025-09-302025-11-10

WDC WESTERN DIGITAL CORP COM9.2K shares-16.57%2025-09-302025-11-10

IWD ISHARES RUSSELL 1000 VALUE ETF5.4K shares-17.97%2025-09-302025-11-10

VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF13.1K shares4.64%2025-09-302025-11-10

TLT ISHARES 20 YEAR TREASURY BOND ETF12.3K shares10.87%2025-09-302025-11-10

BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW2.1K shares1.63%2025-09-302025-11-10

Sponsored

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF13.1K shares18.40%2025-09-302025-11-10

TNGY TORTOISE ENERGY FUND115.4K shares-21.07%2025-09-302025-11-10

AGG ISHARES CORE U.S. AGGREGATE BOND ETF10.4K shares40.19%2025-09-302025-11-10

PFFD GLOBAL X U.S. PREFERRED ETF52.7K shares9.97%2025-09-302025-11-10

URA GLOBAL X URANIUM ETF20.9K shares8.22%2025-09-302025-11-10

MDT MEDTRONIC PLC SHS10.2K shares0.25%2025-09-302025-11-10

WELL WELLTOWER INC COM5.5K shares-5.51%2025-09-302025-11-10

OMFL INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF15.8K shares16.42%2025-09-302025-11-10

Sponsored

VGT VANGUARD INFORMATION TECHNOLOGY ETF1.3K shares9.74%2025-09-302025-11-10

BSX BOSTON SCIENTIFIC CORP COM9.5K shares1.22%2025-09-302025-11-10

VTV VANGUARD VALUE ETF4.9K shares49.47%2025-09-302025-11-10

BFOR ALPS BARRON'S 400 ETF11.3K shares1.60%2025-09-302025-11-10

VZ VERIZON COMMUNICATIONS INC COM20.8K shares9.01%2025-09-302025-11-10

C CITIGROUP INC COM NEW9.0K shares1.05%2025-09-302025-11-10

APH AMPHENOL CORP NEW CL A7.0K shares-2.94%2025-09-302025-11-10

INTU INTUIT COM1.3K shares-1.24%2025-09-302025-11-10

Sponsored

CVX CHEVRON CORP NEW COM5.6K shares2.63%2025-09-302025-11-10

MCD MCDONALDS CORP COM2.8K shares4.78%2025-09-302025-11-10

UNP UNION PAC CORP COM3.6K shares8.54%2025-09-302025-11-10

SFM SPROUTS FMRS MKT INC COM7.6K shares0.18%2025-09-302025-11-10

CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF10.9K shares7.68%2025-09-302025-11-10

CSCO CISCO SYS INC COM11.8K shares0.77%2025-09-302025-11-10

WMB WILLIAMS COS INC COM12.6K shares2.74%2025-09-302025-11-10

SPY SPDR S&P 500 ETF TRUST1.2K shares14.77%2025-09-302025-11-10

Sponsored

SPGI S&P GLOBAL INC COM1.6K shares-2.20%2025-09-302025-11-10

GE GE AEROSPACE COM NEW2.5K shares0.97%2025-09-302025-11-10

GD GENERAL DYNAMICS CORP COM2.2K shares4.84%2025-09-302025-11-10

GOVT ISHARES U.S. TREASURY BOND ETF32.2K shares-19.44%2025-09-302025-11-10

MUC BLACKROCK MUNIHLDNGS CALI QLTY COM68.5K shares-7.48%2025-09-302025-11-10

CAT CATERPILLAR INC COM1.6K shares1.91%2025-09-302025-11-10

BXMX NUVEEN S&P 500 BUY-WRITE INCOM COM50.1K shares4.43%2025-09-302025-11-10

PANW PALO ALTO NETWORKS INC COM3.5K shares0.95%2025-09-302025-11-10

Sponsored

VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF11.9K shares9.83%2025-09-302025-11-10

BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF20.1K shares18.53%2025-09-302025-11-10

TXN TEXAS INSTRS INC COM3.9K shares7.09%2025-09-302025-11-10

GOVI INVESCO EQUAL WEIGHT 0-30 YEAR TREASURY ETF25.3K shares11.82%2025-09-302025-11-10

VIG VANGUARD DIVIDEND APPRECIATION ETF3.2K shares3.32%2025-09-302025-11-10

GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF5.3K shares0.00%2025-09-302025-11-10

XLG INVESCO S&P 500 TOP 50 ETF12.1K shares15.57%2025-09-302025-11-10

PGR PROGRESSIVE CORP COM2.8K shares-1.45%2025-09-302025-11-10

Sponsored

PEG PUBLIC SVC ENTERPRISE GRP INC COM8.2K shares5.11%2025-09-302025-11-10

ICE INTERCONTINENTAL EXCHANGE INC COM4.1K shares0.94%2025-09-302025-11-10

QQQM INVESCO NASDAQ 100 ETF2.8K shares11.56%2025-09-302025-11-10

SPG SIMON PPTY GROUP INC NEW COM3.6K shares7.45%2025-09-302025-11-10

HPE HEWLETT PACKARD ENTERPRISE CO COM27.6K shares10.33%2025-09-302025-11-10

ETN EATON CORP PLC SHS1.8K shares-14.81%2025-09-302025-11-10

TFC TRUIST FINL CORP COM14.6K shares3.52%2025-09-302025-11-10

TJX TJX COS INC NEW COM4.5K shares19.17%2025-09-302025-11-10

Sponsored

GS GOLDMAN SACHS GROUP INC COM799 shares3.50%2025-09-302025-11-10

STK COLUMBIA SELIGM PREM TECH GRW COM18.0K shares0.00%2025-09-302025-11-10

KR KROGER CO COM9.3K shares0.83%2025-09-302025-11-10

VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF13.3K shares7.89%2025-09-302025-11-10

XEL XCEL ENERGY INC COM7.8K shares8.50%2025-09-302025-11-10

SPYV SPDR PORTFOLIO S&P 500 VALUE ETF11.2K shares12.68%2025-09-302025-11-10

GILD GILEAD SCIENCES INC COM5.6K shares7.22%2025-09-302025-11-10

OXY OCCIDENTAL PETE CORP COM12.9K shares0.40%2025-09-302025-11-10

Sponsored

HWM HOWMET AEROSPACE INC COM3.1K shares-1.83%2025-09-302025-11-10

AMD ADVANCED MICRO DEVICES INC COM3.7K shares-3.08%2025-09-302025-11-10

ALL ALLSTATE CORP COM2.8K shares4.08%2025-09-302025-11-10

ROST ROSS STORES INC COM3.9K shares2.24%2025-09-302025-11-10

AXP AMERICAN EXPRESS CO COM1.8K shares-0.56%2025-09-302025-11-10

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF8.9K shares-21.28%2025-09-302025-11-10

STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS2.4K shares4.10%2025-09-302025-11-10

DLR DIGITAL RLTY TR INC COM3.3K shares11.37%2025-09-302025-11-10

Sponsored

AZN ASTRAZENECA PLC SPONSORED ADR7.3K shares5.00%2025-09-302025-11-10

KMI KINDER MORGAN INC DEL COM19.7K shares2.48%2025-09-302025-11-10

EMR EMERSON ELEC CO COM4.2K shares-16.09%2025-09-302025-11-10

QQQX NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS20.3K shares3.25%2025-09-302025-11-10

XLI INDUSTRIAL SELECT SECTOR SPDR FUND3.6K shares1.48%2025-09-302025-11-10

BTZ BLACKROCK CR ALLOCATION INCOME COM49.8K shares3.38%2025-09-302025-11-10

SMH VANECK SEMICONDUCTOR ETF1.6K shares13.10%2025-09-302025-11-10

BK BANK NEW YORK MELLON CORP COM4.9K shares4.07%2025-09-302025-11-10

Sponsored

JCI JOHNSON CTLS INTL PLC SHS4.8K shares-17.32%2025-09-302025-11-10

ETW EATON VANCE TAX-MANAGED GLOBAL COM57.8K shares-1.75%2025-09-302025-11-10

VEA VANGUARD FTSE DEVELOPED MARKETS ETF8.7K shares5.05%2025-09-302025-11-10

PFE PFIZER INC COM20.3K shares20.85%2025-09-302025-11-10

ONC BEONE MEDICINES LTD SPONSORED ADS1.5K shares0.00%2025-09-302025-11-10

KO COCA COLA CO COM7.6K shares0.66%2025-09-302025-11-10

JEF JEFFERIES FINL GROUP INC COM7.6K shares0.00%2025-09-302025-11-10

PEP PEPSICO INC COM3.5K shares23.18%2025-09-302025-11-10

Sponsored

MU MICRON TECHNOLOGY INC COM2.9K shares1.04%2025-09-302025-11-10

PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF10.2K shares11.95%2025-09-302025-11-10

THW ABRDN WORLD HEALTHCARE FUND BEN INT SHS38.2K shares0.07%2025-09-302025-11-10

IMFL INVESCO INTERNATIONAL DEVELOPED DYNAMIC MULTIFACTOR ETF17.4K shares14.38%2025-09-302025-11-10

ETR ENTERGY CORP NEW COM5.1K shares-2.56%2025-09-302025-11-10

PAAA PGIM AAA CLO ETF9.2K shares17.05%2025-09-302025-11-10

RACE FERRARI N V COM967 shares-0.82%2025-09-302025-11-10

NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS19.0K shares0.00%2025-09-302025-11-10

Sponsored

MA MASTERCARD INCORPORATED CL A822 shares-4.31%2025-09-302025-11-10

VB VANGUARD SMALL-CAP ETF1.8K shares-2.29%2025-09-302025-11-10

MLM MARTIN MARIETTA MATLS INC COM729 shares0.97%2025-09-302025-11-10

O REALTY INCOME CORP COM7.4K shares3.02%2025-09-302025-11-10

CSX CSX CORP COM12.7K sharesnew addition2025-09-302025-11-10

SHLD GLOBAL X DEFENSE TECH ETF6.4K shares31.63%2025-09-302025-11-10

DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST960 shares-7.34%2025-09-302025-11-10

RSP INVESCO S&P 500 EQUAL WEIGHT ETF2.3K shares-6.45%2025-09-302025-11-10

Sponsored

COP CONOCOPHILLIPS COM4.7K shares0.97%2025-09-302025-11-10

BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF4.8K shares-0.52%2025-09-302025-11-10

EPD ENTERPRISE PRODS PARTNERS L P COM13.9K shares0.02%2025-09-302025-11-10

SYF SYNCHRONY FINANCIAL COM6.0K shares1.09%2025-09-302025-11-10

CMCSA COMCAST CORP NEW CL A13.6K shares-4.52%2025-09-302025-11-10

VGSH VANGUARD SHORT-TERM TREASURY ETF7.2K shares35.78%2025-09-302025-11-10

GEV GE VERNOVA INC COM685 shares0.44%2025-09-302025-11-10

TMO THERMO FISHER SCIENTIFIC INC COM868 sharesnew addition2025-09-302025-11-10

Sponsored

SKYY FIRST TRUST CLOUD COMPUTING ETF3.1K shares15.83%2025-09-302025-11-10

AIO VIRTUS ARTIFICIAL INTELLIGENCE COM17.4K shares10.13%2025-09-302025-11-10

HCA HCA HEALTHCARE INC COM980 shares1.34%2025-09-302025-11-10

VWO VANGUARD FTSE EMERGING MARKETS ETF7.7K shares7.55%2025-09-302025-11-10

PFSI PENNYMAC FINL SVCS INC NEW COM3.4K sharesnew addition2025-09-302025-11-10

GROZ ZACKS FOCUS GROWTH ETF13.9K shares47.09%2025-09-302025-11-10

IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF4.9K shares-12.86%2025-09-302025-11-10

JPIE JPMORGAN INCOME ETF8.5K shares82.69%2025-09-302025-11-10

Sponsored

HPQ HP INC COM14.3K shares12.08%2025-09-302025-11-10

GTO INVESCO TOTAL RETURN BOND ETF8.1K shares19.90%2025-09-302025-11-10

AMAT APPLIED MATLS INC COM1.8K shares2.10%2025-09-302025-11-10

VONG VANGUARD RUSSELL 1000 GROWTH ETF3.1K shares-18.13%2025-09-302025-11-10

NXPI NXP SEMICONDUCTORS N V COM1.6K shares-0.06%2025-09-302025-11-10

PLTR PALANTIR TECHNOLOGIES INC CL A2.0K shares-1.75%2025-09-302025-11-10

HLT HILTON WORLDWIDE HLDGS INC COM1.4K shares-5.84%2025-09-302025-11-10

MS MORGAN STANLEY COM NEW2.3K shares1.10%2025-09-302025-11-10

Sponsored

CRSP CRISPR THERAPEUTICS AG NAMEN AKT5.6K shares1.41%2025-09-302025-11-10

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF6.4K shares2.45%2025-09-302025-11-10

VTI VANGUARD TOTAL STOCK MARKET ETF1.1K shares9.00%2025-09-302025-11-10

CRWD CROWDSTRIKE HLDGS INC CL A736 shares0.14%2025-09-302025-11-10

NEE NEXTERA ENERGY INC COM4.7K shares-12.97%2025-09-302025-11-10

SCHE SCHWAB EMERGING MARKETS EQUITY ETF10.6K shares41.79%2025-09-302025-11-10

TIP ISHARES TIPS BOND ETF3.2K shares14.76%2025-09-302025-11-10

GSIE GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF8.5K shares0.06%2025-09-302025-11-10

Sponsored

BP BP PLC SPONSORED ADR10.0K shares26.57%2025-09-302025-11-10

MLPA GLOBAL X MLP ETF7.1K shares54.30%2025-09-302025-11-10

FEZ SPDR EURO STOXX 50 ETF5.5K shares2.15%2025-09-302025-11-10

COR CENCORA INC COM1.1K shares-1.63%2025-09-302025-11-10

FCX FREEPORT-MCMORAN INC CL B8.6K shares-14.84%2025-09-302025-11-10

ENSG ENSIGN GROUP INC COM1.9K shares0.00%2025-09-302025-11-10

ANGL VANECK FALLEN ANGEL HIGH YIELD BOND ETF11.3K shares24.18%2025-09-302025-11-10

NML NEUBERGER BERMAN ENERGY INFRA COM38.3K shares27.58%2025-09-302025-11-10

Sponsored

HON HONEYWELL INTL INC COM1.6K shares-39.90%2025-09-302025-11-10

PFG PRINCIPAL FINANCIAL GROUP INC COM4.0K shares-26.01%2025-09-302025-11-10

TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS1.2K shares-29.70%2025-09-302025-11-10

WTMF WISDOMTREE MANAGED FUTURES STRATEGY FUND8.7K shares15.75%2025-09-302025-11-10

SRE SEMPRA COM3.6K shares-27.39%2025-09-302025-11-10

CL COLGATE PALMOLIVE CO COM4.1K shares-2.96%2025-09-302025-11-10

SSNC SS&C TECHNOLOGIES HLDGS INC COM3.7K shares-3.51%2025-09-302025-11-10

SHEL SHELL PLC SPON ADS4.5K shares21.89%2025-09-302025-11-10

Sponsored

QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF18.7K shares22.11%2025-09-302025-11-10

IAU ISHARES GOLD TRUST4.4K shares0.00%2025-09-302025-11-10

CVS CVS HEALTH CORP COM4.2K shares3.22%2025-09-302025-11-10

VBK VANGUARD SMALL-CAP GROWTH ETF1.1K sharesnew addition2025-09-302025-11-10

SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF9.3K shares54.75%2025-09-302025-11-10

XLE ENERGY SELECT SECTOR SPDR FUND3.5K shares-1.21%2025-09-302025-11-10

CRM SALESFORCE INC COM1.3K shares-0.97%2025-09-302025-11-10

MRK MERCK & CO INC COM3.6K shares4.29%2025-09-302025-11-10

Sponsored

NOW SERVICENOW INC COM331 shares-61.29%2025-09-302025-11-10

ITA ISHARES U.S. AEROSPACE & DEFENSE ETF1.5K shares2.83%2025-09-302025-11-10

LYV LIVE NATION ENTERTAINMENT INC COM1.8K shares5.08%2025-09-302025-11-10

ABT ABBOTT LABS COM2.2K shares-1.90%2025-09-302025-11-10

MO ALTRIA GROUP INC COM4.5K shares2.09%2025-09-302025-11-10

BDX BECTON DICKINSON & CO COM1.5K sharesnew addition2025-09-302025-11-10

BTI BRITISH AMERN TOB PLC SPONSORED ADR5.3K shares-8.74%2025-09-302025-11-10

UNH UNITEDHEALTH GROUP INC COM802 shares11.54%2025-09-302025-11-10

Sponsored

FCNCA FIRST CTZNS BANCSHARES INC DEL CL A154 shares4.05%2025-09-302025-11-10

JAAA JANUS HENDERSON AAA CLO ETF5.4K shares9.90%2025-09-302025-11-10

USB US BANCORP DEL COM NEW5.6K shares0.50%2025-09-302025-11-10

NOC NORTHROP GRUMMAN CORP COM438 shares2.82%2025-09-302025-11-10

SBUX STARBUCKS CORP COM3.1K shares-2.84%2025-09-302025-11-10

XLV HEALTH CARE SELECT SECTOR SPDR FUND1.9K shares0.00%2025-09-302025-11-10

XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND2.2K shares-4.88%2025-09-302025-11-10

GM GENERAL MTRS CO COM4.3K sharesnew addition2025-09-302025-11-10

Sponsored

CAH CARDINAL HEALTH INC COM1.7K shares-22.65%2025-09-302025-11-10

DKS DICKS SPORTING GOODS INC COM1.2K sharesnew addition2025-09-302025-11-10

PM PHILIP MORRIS INTL INC COM1.6K shares-3.15%2025-09-302025-11-10

AEM AGNICO EAGLE MINES LTD COM1.5K shares-12.38%2025-09-302025-11-10

SO SOUTHERN CO COM2.7K shares2.52%2025-09-302025-11-10

XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND1.1K shares-4.70%2025-09-302025-11-10

SCHA SCHWAB U.S. SMALL-CAP ETF9.2K shares-15.13%2025-09-302025-11-10

SCHD SCHWAB US DIVIDEND EQUITY ETF9.1K shares0.03%2025-09-302025-11-10

Sponsored

VFH VANGUARD FINANCIALS ETF1.9K shares4.83%2025-09-302025-11-10

D DOMINION ENERGY INC COM4.0K sharesnew addition2025-09-302025-11-10

PNC PNC FINL SVCS GROUP INC COM1.2K shares-1.15%2025-09-302025-11-10

VONV VANGUARD RUSSELL 1000 VALUE ETF2.7K sharesnew addition2025-09-302025-11-10

COF CAPITAL ONE FINL CORP COM1.1K shares9.00%2025-09-302025-11-10

UBER UBER TECHNOLOGIES INC COM2.4K shares9.48%2025-09-302025-11-10

IWM ISHARES RUSSELL 2000 ETF977 shares1.98%2025-09-302025-11-10

EA ELECTRONIC ARTS INC COM1.2K sharesnew addition2025-09-302025-11-10

Sponsored

STWD STARWOOD PPTY TR INC COM12.0K shares-12.45%2025-09-302025-11-10

BKLN INVESCO SENIOR LOAN ETF11.1K shares8.48%2025-09-302025-11-10

MMC MARSH & MCLENNAN COS INC COM1.1K shares-2.40%2025-09-302025-11-10

DE DEERE & CO COM499 shares-0.99%2025-09-302025-11-10

LIN LINDE PLC SHS479 shares-5.52%2025-09-302025-11-10

DSL DOUBLELINE INCOME SOLUTIONS FD COM18.3K shares-4.42%2025-09-302025-11-10

LHX L3HARRIS TECHNOLOGIES INC COM733 shares-40.31%2025-09-302025-11-10

IGR CBRE GBL REAL ESTATE INC FD COM43.5K shares-11.84%2025-09-302025-11-10

Sponsored

DUK DUKE ENERGY CORP NEW COM NEW1.8K shares1.01%2025-09-302025-11-10

EWJ ISHARES MSCI JAPAN ETF2.7K shares0.00%2025-09-302025-11-10

BAX BAXTER INTL INC COM9.3K sharesnew addition2025-09-302025-11-10

HERO GLOBAL X VIDEO GAMES & ESPORTS ETF6.2K sharesnew addition2025-09-302025-11-10

IUSG ISHARES CORE S&P U.S. GROWTH ETF1.3K shares-16.68%2025-09-302025-11-10

IUSV ISHARES CORE S&P US VALUE ETF2.1K shares-19.42%2025-09-302025-11-10

SCMB SCHWAB MUNICIPAL BOND ETF8.1K sharesnew addition2025-09-302025-11-10

SLV ISHARES SILVER TRUST4.9K sharesnew addition2025-09-302025-11-10

Sponsored

VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF1.4K sharesnew addition2025-09-302025-11-10

ISRG INTUITIVE SURGICAL INC COM NEW460 shares-0.86%2025-09-302025-11-10

DG DOLLAR GEN CORP NEW COM2.0K shares-6.32%2025-09-302025-11-10

TRV TRAVELERS COMPANIES INC COM724 sharesnew addition2025-09-302025-11-10

JRI NUVEEN REAL ASSET INCOME & GRO COM13.4K shares30.02%2025-09-302025-11-10

NFJ VIRTUS DIVIDEND INTEREST & PR COM13.9K shares0.00%2025-09-302025-11-10

F FORD MTR CO COM14.0K shares2.36%2025-09-302025-11-10

VVR INVESCO SR INCOME TR COM47.9K shares9.12%2025-09-302025-11-10

Sponsored

NCV VIRTUS CONVERTIBLE & INCOME FD COM NEW10.4K shares-0.22%2025-09-302025-11-10

FTF FRANKLIN LTD DURATION INCOME T COM23.8K shares0.00%2025-09-302025-11-10

IFN INDIA FD INC COM10.2K shares0.34%2025-09-302025-11-10

RQI COHEN & STEERS QUALITY INCOME COM11.4K shares0.00%2025-09-302025-11-10

NBH NEUBERGER BERMAN MUN FD INC COM13.1K shares0.00%2025-09-302025-11-10

QS QUANTUMSCAPE CORP COM CL A10.0K sharesnew addition2025-09-302025-11-10

FCT FIRST TR SR FLTG RATE INCOME F COM10.4K sharesnew addition2025-09-302025-11-10

GNT GAMCO NAT RES GOLD & INCOME TR SH BEN INT14.2K shares0.00%2025-09-302025-11-10

Sponsored

BGY BLACKROCK ENHANCED INTL DIV TR COM BENE INTER12.5K sharesnew addition2025-09-302025-11-10

CLOV CLOVER HEALTH INVESTMENTS CORP COM CL A11.3K shares6.62%2025-09-302025-11-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available