The Analysis of ANGELES WEALTH MANAGEMENT, LLC's Holdings
Currently, ANGELES WEALTH MANAGEMENT, LLC holds 407 types of securities in its portfolio with a total value $1.6B. In the most recent quarter, they have increased their positions in MUB (+85.4K shares, valued at $9.1M), SPYV (+103.0K shares, valued at $5.7M), NVDA (+25.7K shares, valued at $4.8M); decreased their positions in SUB (-6.1K shares, valued at $647.8K), SPEM (-9.5K shares, valued at $444.7K), IXUS (-5.4K shares, valued at $443.5K); initiated new positions in SILJ (+27.9K shares, valued at $644.9K), IBIT (+5.8K shares, valued at $376.7K), PAAS (+9.1K shares, valued at $353.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MGK VANGUARD WORLD FD578.7K shares0.56%2025-09-302025-11-12
VT VANGUARD INTL EQUITY INDEX F1.4M shares2.22%2025-09-302025-11-12 SPYV SPDR SERIES TRUST1.9M shares5.78%2025-09-302025-11-12 VXUS VANGUARD STAR FDS1.3M shares3.58%2025-09-302025-11-12 VOO VANGUARD INDEX FDS139.5K shares0.76%2025-09-302025-11-12 MUB ISHARES TR666.5K shares14.69%2025-09-302025-11-12 SCHG SCHWAB STRATEGIC TR2.2M shares4.40%2025-09-302025-11-12 VGK VANGUARD INTL EQUITY INDEX F698.7K shares6.23%2025-09-302025-11-12 VTV VANGUARD INDEX FDS266.3K shares-0.64%2025-09-302025-11-12 MSFT MICROSOFT CORP89.1K shares4.95%2025-09-302025-11-12 AAPL APPLE INC148.6K shares6.27%2025-09-302025-11-12 ARES ARES MANAGEMENT CORPORATION213.4K shares-0.31%2025-09-302025-11-12 SPY SPDR S&P 500 ETF TR46.5K shares6.61%2025-09-302025-11-12 NVDA NVIDIA CORPORATION140.2K shares22.45%2025-09-302025-11-12 EWJ ISHARES INC307.8K shares4.65%2025-09-302025-11-12 SJNK SPDR SERIES TRUST905.2K shares15.86%2025-09-302025-11-12 URTH ISHARES INC119.0K shares-0.23%2025-09-302025-11-12 VTI VANGUARD INDEX FDS54.6K shares-0.08%2025-09-302025-11-12 AMZN AMAZON COM INC68.8K shares20.95%2025-09-302025-11-12 IXUS ISHARES TR182.9K shares-2.85%2025-09-302025-11-12 VUG VANGUARD INDEX FDS26.2K shares-1.06%2025-09-302025-11-12 BRK.B BERKSHIRE HATHAWAY INC DEL22.1K shares68.77%2025-09-302025-11-12 GOOG ALPHABET INC41.2K shares0.81%2025-09-302025-11-12 COST COSTCO WHSL CORP NEW10.4K shares-0.18%2025-09-302025-11-12 GOOGL ALPHABET INC39.2K shares12.74%2025-09-302025-11-12 JPM JPMORGAN CHASE & CO.28.7K shares61.01%2025-09-302025-11-12 META META PLATFORMS INC12.3K shares27.57%2025-09-302025-11-12 V VISA INC23.9K shares31.12%2025-09-302025-11-12 BKLN INVESCO EXCH TRADED FD TR II361.0K shares16.27%2025-09-302025-11-12 PFF ISHARES TR234.9K shares13.91%2025-09-302025-11-12 BABA ALIBABA GROUP HLDG LTD37.7K shares0.17%2025-09-302025-11-12 AVGO BROADCOM INC20.2K shares4.42%2025-09-302025-11-12 SHY ISHARES TR68.4K shares3.02%2025-09-302025-11-12 HD HOME DEPOT INC12.7K shares0.60%2025-09-302025-11-12 VEA VANGUARD TAX-MANAGED FDS84.0K shares13.13%2025-09-302025-11-12 TLH ISHARES TR48.8K shares11.89%2025-09-302025-11-12 SUB ISHARES TR45.0K shares-11.87%2025-09-302025-11-12 TSLA TESLA INC10.7K shares2.23%2025-09-302025-11-12 IWF ISHARES TR9.8K shares1.56%2025-09-302025-11-12 SHW SHERWIN WILLIAMS CO12.3K shares0.23%2025-09-302025-11-12 LLY ELI LILLY & CO5.5K shares-4.25%2025-09-302025-11-12 MA MASTERCARD INCORPORATED6.9K shares-1.09%2025-09-302025-11-12 TSM TAIWAN SEMICONDUCTOR MFG LTD13.8K shares149.27%2025-09-302025-11-12 WFC WELLS FARGO CO NEW45.6K shares0.24%2025-09-302025-11-12 BRK.A BERKSHIRE HATHAWAY INC DEL5 shares0.00%2025-09-302025-11-12 GE GE AEROSPACE11.5K shares212.69%2025-09-302025-11-12 ABBV ABBVIE INC14.9K shares3.10%2025-09-302025-11-12 NFLX NETFLIX INC2.6K shares-4.03%2025-09-302025-11-12 JNJ JOHNSON & JOHNSON15.8K shares4.94%2025-09-302025-11-12 IVV ISHARES TR4.4K shares28.13%2025-09-302025-11-12 PWR QUANTA SVCS INC6.8K shares-0.01%2025-09-302025-11-12 MRK MERCK & CO INC33.3K shares7.81%2025-09-302025-11-12 INTU INTUIT4.1K shares367.70%2025-09-302025-11-12 XOM EXXON MOBIL CORP22.9K shares-12.40%2025-09-302025-11-12 SCHB SCHWAB STRATEGIC TR100.2K shares0.00%2025-09-302025-11-12 TMO THERMO FISHER SCIENTIFIC INC4.8K shares32.78%2025-09-302025-11-12 CI THE CIGNA GROUP8.0K shares233.70%2025-09-302025-11-12 CL COLGATE PALMOLIVE CO28.4K shares-3.87%2025-09-302025-11-12 BX BLACKSTONE INC12.8K shares0.75%2025-09-302025-11-12 BAC BANK AMERICA CORP40.5K shares1.00%2025-09-302025-11-12 UBER UBER TECHNOLOGIES INC21.3K shares140.93%2025-09-302025-11-12 PEP PEPSICO INC14.4K shares13.24%2025-09-302025-11-12 CRI CARTERS INC70.9K shares-0.10%2025-09-302025-11-12 CPNG COUPANG INC61.7K shares-0.56%2025-09-302025-11-12 ISRG INTUITIVE SURGICAL INC4.4K shares-6.25%2025-09-302025-11-12 MCO MOODYS CORP4.0K shares-1.67%2025-09-302025-11-12 VWO VANGUARD INTL EQUITY INDEX F35.1K shares42.88%2025-09-302025-11-12 HOOD ROBINHOOD MKTS INC13.2K shares-0.05%2025-09-302025-11-12 GEV GE VERNOVA INC3.1K shares146.27%2025-09-302025-11-12 QCOM QUALCOMM INC11.2K shares9.22%2025-09-302025-11-12 VIG VANGUARD SPECIALIZED FUNDS8.6K shares-0.10%2025-09-302025-11-12 CTAS CINTAS CORP8.8K shares-3.43%2025-09-302025-11-12 FNDX SCHWAB STRATEGIC TR67.5K shares0.00%2025-09-302025-11-12 SCHF SCHWAB STRATEGIC TR75.8K shares0.00%2025-09-302025-11-12 ORCL ORACLE CORP6.2K shares5.89%2025-09-302025-11-12 CVX CHEVRON CORP NEW10.8K shares12.72%2025-09-302025-11-12 GBTC GRAYSCALE BITCOIN TRUST ETF18.6K shares0.00%2025-09-302025-11-12 WMT WALMART INC16.1K shares2.07%2025-09-302025-11-12 SGOV ISHARES TR16.2K shares239.69%2025-09-302025-11-12 EVR EVERCORE INC4.8K shares0.00%2025-09-302025-11-12 NOW SERVICENOW INC1.7K shares-2.01%2025-09-302025-11-12 RTX RTX CORPORATION9.3K shares0.65%2025-09-302025-11-12 UNP UNION PAC CORP6.4K shares-1.83%2025-09-302025-11-12 PAGP PLAINS GP HLDGS L P82.5K shares31.04%2025-09-302025-11-12 SPYG SPDR SERIES TRUST14.3K shares0.00%2025-09-302025-11-12 IJH ISHARES TR22.4K shares-2.93%2025-09-302025-11-12 ABT ABBOTT LABS10.8K shares-0.18%2025-09-302025-11-12 CSCO CISCO SYS INC19.6K shares-1.26%2025-09-302025-11-12 IWD ISHARES TR6.6K shares9.69%2025-09-302025-11-12 F FORD MTR CO111.6K shares1.18%2025-09-302025-11-12 PII POLARIS INC22.4K shares-5.07%2025-09-302025-11-12 PLTR PALANTIR TECHNOLOGIES INC7.1K shares4.51%2025-09-302025-11-12 BKNG BOOKING HOLDINGS INC239 shares0.42%2025-09-302025-11-12 TJX TJX COS INC NEW8.7K shares1.94%2025-09-302025-11-12 LIN LINDE PLC2.6K shares-2.40%2025-09-302025-11-12 PM PHILIP MORRIS INTL INC7.5K shares-0.82%2025-09-302025-11-12 IDEV ISHARES TR15.0K shares7.24%2025-09-302025-11-12 DIS DISNEY WALT CO10.5K shares2.22%2025-09-302025-11-12 QQQ INVESCO QQQ TR1.9K shares0.10%2025-09-302025-11-12 MCD MCDONALDS CORP3.8K shares-0.67%2025-09-302025-11-12 DFUV DIMENSIONAL ETF TRUST26.0K shares-12.39%2025-09-302025-11-12 CRM SALESFORCE INC4.9K shares-9.01%2025-09-302025-11-12 WM WASTE MGMT INC DEL5.2K shares-1.34%2025-09-302025-11-12 FOXF FOX FACTORY HLDG CORP46.8K shares-1.92%2025-09-302025-11-12 RSG REPUBLIC SVCS INC4.9K shares-0.92%2025-09-302025-11-12 VYM VANGUARD WHITEHALL FDS7.9K shares-0.63%2025-09-302025-11-12 FRDM EA SERIES TRUST24.7K shares-17.77%2025-09-302025-11-12 IBM INTERNATIONAL BUSINESS MACHS3.8K shares0.53%2025-09-302025-11-12 IVW ISHARES TR8.8K shares0.00%2025-09-302025-11-12 MSI MOTOROLA SOLUTIONS INC2.3K shares-2.69%2025-09-302025-11-12 PGR PROGRESSIVE CORP4.2K shares-2.58%2025-09-302025-11-12 BLK BLACKROCK INC871 shares1.28%2025-09-302025-11-12 AXP AMERICAN EXPRESS CO3.0K shares1.65%2025-09-302025-11-12 EPD ENTERPRISE PRODS PARTNERS L31.1K shares0.00%2025-09-302025-11-12 IWM ISHARES TR3.9K shares-3.40%2025-09-302025-11-12 IAU ISHARES GOLD TR13.0K shares0.00%2025-09-302025-11-12 MS MORGAN STANLEY5.8K shares1.05%2025-09-302025-11-12 KO COCA COLA CO14.0K shares-7.67%2025-09-302025-11-12 UNH UNITEDHEALTH GROUP INC2.7K shares146.54%2025-09-302025-11-12 APH AMPHENOL CORP NEW7.4K shares-1.03%2025-09-302025-11-12 NKE NIKE INC13.0K shares1.70%2025-09-302025-11-12 LOW LOWES COS INC3.6K shares-3.91%2025-09-302025-11-12 CMI CUMMINS INC2.1K shares0.48%2025-09-302025-11-12 ADI ANALOG DEVICES INC3.5K shares-2.07%2025-09-302025-11-12 VTIP VANGUARD MALVERN FDS17.0K shares118.64%2025-09-302025-11-12 TMUS T-MOBILE US INC3.6K shares2.79%2025-09-302025-11-12 EFA ISHARES TR9.1K shares209.40%2025-09-302025-11-12 IJR ISHARES TR7.2K shares7.36%2025-09-302025-11-12 DHR DANAHER CORPORATION4.3K shares-7.44%2025-09-302025-11-12 SCHW SCHWAB CHARLES CORP8.8K shares-0.37%2025-09-302025-11-12 AMD ADVANCED MICRO DEVICES INC5.2K shares1.22%2025-09-302025-11-12 XLE SELECT SECTOR SPDR TR9.3K shares0.00%2025-09-302025-11-12 TOST TOAST INC22.8K shares-3.37%2025-09-302025-11-12 STX SEAGATE TECHNOLOGY HLDNGS PL3.5K shares0.26%2025-09-302025-11-12 ADBE ADOBE INC2.3K shares6.28%2025-09-302025-11-12 LRCX LAM RESEARCH CORP6.1K shares-3.89%2025-09-302025-11-12 COP CONOCOPHILLIPS8.6K shares2.27%2025-09-302025-11-12 MU MICRON TECHNOLOGY INC4.8K shares2.16%2025-09-302025-11-12 PODD INSULET CORP2.6K shares-0.81%2025-09-302025-11-12 SAFE SAFEHOLD INC51.3K shares-0.18%2025-09-302025-11-12 PG PROCTER AND GAMBLE CO5.2K shares-24.07%2025-09-302025-11-12 IEFA ISHARES TR9.1K shares49.37%2025-09-302025-11-12 PANW PALO ALTO NETWORKS INC3.8K shares0.08%2025-09-302025-11-12 GLD SPDR GOLD TR2.2K shares2.01%2025-09-302025-11-12 ACN ACCENTURE PLC IRELAND3.1K shares-12.30%2025-09-302025-11-12 IDXX IDEXX LABS INC1.2K shares0.85%2025-09-302025-11-12 KTOS KRATOS DEFENSE & SEC SOLUTIO8.0K shares-9.03%2025-09-302025-11-12 CVLT COMMVAULT SYS INC3.9K shares-4.52%2025-09-302025-11-12 ECG EVERUS CONSTR GROUP8.4K shares0.00%2025-09-302025-11-12 GS GOLDMAN SACHS GROUP INC896 shares3.23%2025-09-302025-11-12 IEMG ISHARES INC10.8K shares-36.01%2025-09-302025-11-12 AVAV AEROVIRONMENT INC2.2K shares0.00%2025-09-302025-11-12 IWR ISHARES TR7.3K shares0.00%2025-09-302025-11-12 VO VANGUARD INDEX FDS2.4K shares-2.73%2025-09-302025-11-12 BA BOEING CO3.1K shares10.67%2025-09-302025-11-12 APO APOLLO GLOBAL MGMT INC5.0K shares0.34%2025-09-302025-11-12 MO ALTRIA GROUP INC10.0K shares0.58%2025-09-302025-11-12 KNF KNIFE RIVER CORP8.5K shares-0.19%2025-09-302025-11-12 SILJ AMPLIFY ETF TR27.9K sharesnew addition2025-09-302025-11-12 LMT LOCKHEED MARTIN CORP1.3K shares-18.63%2025-09-302025-11-12 AVUS AMERICAN CENTY ETF TR5.8K shares-20.57%2025-09-302025-11-12 DASH DOORDASH INC2.3K shares-3.58%2025-09-302025-11-12 BMY BRISTOL-MYERS SQUIBB CO13.3K shares-11.32%2025-09-302025-11-12 MDU MDU RES GROUP INC33.5K shares0.00%2025-09-302025-11-12 CYBR CYBERARK SOFTWARE LTD1.2K shares-41.47%2025-09-302025-11-12 VB VANGUARD INDEX FDS2.3K shares-3.73%2025-09-302025-11-12 SAP SAP SE2.1K shares-1.88%2025-09-302025-11-12 INTC INTEL CORP17.0K shares-3.02%2025-09-302025-11-12 PSX PHILLIPS 664.1K shares2.59%2025-09-302025-11-12 SYK STRYKER CORPORATION1.5K shares-1.05%2025-09-302025-11-12 VBK VANGUARD INDEX FDS1.9K shares-28.84%2025-09-302025-11-12 AMAT APPLIED MATLS INC2.7K shares-15.63%2025-09-302025-11-12 MMM 3M CO3.5K shares0.20%2025-09-302025-11-12 CRWD CROWDSTRIKE HLDGS INC1.1K shares24.86%2025-09-302025-11-12 ECL ECOLAB INC2.0K shares-7.20%2025-09-302025-11-12 BALL BALL CORP10.8K shares-0.65%2025-09-302025-11-12 CGNT COGNYTE SOFTWARE LTD64.3K shares0.00%2025-09-302025-11-12 GWRE GUIDEWIRE SOFTWARE INC2.3K shares-3.50%2025-09-302025-11-12 C CITIGROUP INC5.3K shares16.64%2025-09-302025-11-12 BSX BOSTON SCIENTIFIC CORP5.5K shares9.63%2025-09-302025-11-12 DJCO DAILY JOURNAL CORP1.1K shares0.00%2025-09-302025-11-12 HON HONEYWELL INTL INC2.5K shares-3.45%2025-09-302025-11-12 XLK SELECT SECTOR SPDR TR1.8K shares0.00%2025-09-302025-11-12 RVTY REVVITY INC5.7K shares-2.33%2025-09-302025-11-12 ADP AUTOMATIC DATA PROCESSING IN1.7K shares-4.33%2025-09-302025-11-12 USB US BANCORP DEL10.3K shares1.49%2025-09-302025-11-12 CAT CATERPILLAR INC1.0K shares2.48%2025-09-302025-11-12 KMI KINDER MORGAN INC DEL17.4K shares0.51%2025-09-302025-11-12 VLO VALERO ENERGY CORP2.9K shares-0.31%2025-09-302025-11-12 VEU VANGUARD INTL EQUITY INDEX F6.8K shares0.00%2025-09-302025-11-12 VEEV VEEVA SYS INC1.6K shares-0.12%2025-09-302025-11-12 SCHD SCHWAB STRATEGIC TR17.5K shares-1.19%2025-09-302025-11-12 RBC RBC BEARINGS INC1.2K shares0.08%2025-09-302025-11-12 MEDP MEDPACE HLDGS INC919 shares1.21%2025-09-302025-11-12 SPEM SPDR INDEX SHS FDS9.9K shares-48.97%2025-09-302025-11-12 ETN EATON CORP PLC1.2K shares2.07%2025-09-302025-11-12 ULTA ULTA BEAUTY INC811 shares0.75%2025-09-302025-11-12 ZTS ZOETIS INC3.0K shares-18.72%2025-09-302025-11-12 DUHP DIMENSIONAL ETF TRUST11.5K shares0.00%2025-09-302025-11-12 HCA HCA HEALTHCARE INC1.0K shares2.42%2025-09-302025-11-12 BDX BECTON DICKINSON & CO2.3K shares8.52%2025-09-302025-11-12 GILD GILEAD SCIENCES INC3.8K shares-2.91%2025-09-302025-11-12 CB CHUBB LIMITED1.5K shares-5.34%2025-09-302025-11-12 VZ VERIZON COMMUNICATIONS INC9.6K shares-2.66%2025-09-302025-11-12 T AT&T INC14.9K shares-0.34%2025-09-302025-11-12 SE SEA LTD2.3K shares0.34%2025-09-302025-11-12 AZO AUTOZONE INC97 shares3.19%2025-09-302025-11-12 BK BANK NEW YORK MELLON CORP3.8K shares2.65%2025-09-302025-11-12 MCK MCKESSON CORP529 shares-5.03%2025-09-302025-11-12 RAMP LIVERAMP HLDGS INC15.0K shares14.68%2025-09-302025-11-12 DE DEERE & CO884 shares-3.39%2025-09-302025-11-12 NOC NORTHROP GRUMMAN CORP660 shares15.79%2025-09-302025-11-12 XYL XYLEM INC2.7K shares5.24%2025-09-302025-11-12 INV INNVENTURE INC69.0K shares0.00%2025-09-302025-11-12 FTNT FORTINET INC4.7K shares-17.81%2025-09-302025-11-12 APP APPLOVIN CORP548 shares-17.96%2025-09-302025-11-12 VRTX VERTEX PHARMACEUTICALS INC1.0K shares-21.81%2025-09-302025-11-12 KLAC KLA CORP361 shares-18.88%2025-09-302025-11-12 AJG GALLAGHER ARTHUR J & CO1.2K shares-0.64%2025-09-302025-11-12 MDT MEDTRONIC PLC4.0K shares1.64%2025-09-302025-11-12 JCI JOHNSON CTLS INTL PLC3.5K shares-0.43%2025-09-302025-11-12 EOG EOG RES INC3.4K shares-4.50%2025-09-302025-11-12 TSCO TRACTOR SUPPLY CO6.7K shares-3.26%2025-09-302025-11-12 IBIT ISHARES BITCOIN TRUST ETF5.8K sharesnew addition2025-09-302025-11-12 SMH VANECK ETF TRUST1.1K shares1.33%2025-09-302025-11-12 ORLY OREILLY AUTOMOTIVE INC3.5K shares1.64%2025-09-302025-11-12 ITW ILLINOIS TOOL WKS INC1.4K shares-10.46%2025-09-302025-11-12 BKR BAKER HUGHES COMPANY7.5K shares21.73%2025-09-302025-11-12 DFAC DIMENSIONAL ETF TRUST9.3K shares0.00%2025-09-302025-11-12 WGO WINNEBAGO INDS INC10.7K shares-48.79%2025-09-302025-11-12 FI FISERV INC2.7K shares-17.81%2025-09-302025-11-12 PAAS PAN AMERN SILVER CORP9.1K sharesnew addition2025-09-302025-11-12 LH LABCORP HOLDINGS INC1.2K shares1.92%2025-09-302025-11-12 IGF ISHARES TR5.7K shares-1.40%2025-09-302025-11-12 GLW CORNING INC4.2K shares2.81%2025-09-302025-11-12 BND VANGUARD BD INDEX FDS4.6K shares-2.89%2025-09-302025-11-12 ALL ALLSTATE CORP1.6K shares8.02%2025-09-302025-11-12 HLT HILTON WORLDWIDE HLDGS INC1.3K shares-8.11%2025-09-302025-11-12 DFIC DIMENSIONAL ETF TRUST10.4K shares0.00%2025-09-302025-11-12 NVS NOVARTIS AG2.7K shares-1.12%2025-09-302025-11-12 NEE NEXTERA ENERGY INC4.5K shares-5.48%2025-09-302025-11-12 SPGI S&P GLOBAL INC692 shares-1.00%2025-09-302025-11-12 RMD RESMED INC1.2K shares-7.40%2025-09-302025-11-12 WELL WELLTOWER INC1.8K shares7.78%2025-09-302025-11-12 ANET ARISTA NETWORKS INC2.2K shares2.60%2025-09-302025-11-12 COF CAPITAL ONE FINL CORP1.5K shares1.61%2025-09-302025-11-12 AEP AMERICAN ELEC PWR CO INC2.8K shares3.85%2025-09-302025-11-12 TECH BIO-TECHNE CORP5.7K shares3.43%2025-09-302025-11-12 MNST MONSTER BEVERAGE CORP NEW4.7K shares0.28%2025-09-302025-11-12 TXN TEXAS INSTRS INC1.7K shares-0.18%2025-09-302025-11-12 AMT AMERICAN TOWER CORP NEW1.6K shares-13.93%2025-09-302025-11-12 SNOW SNOWFLAKE INC1.4K sharesnew addition2025-09-302025-11-12 FAST FASTENAL CO6.3K shares2.94%2025-09-302025-11-12 DUK DUKE ENERGY CORP NEW2.5K shares5.62%2025-09-302025-11-12 SPOT SPOTIFY TECHNOLOGY S A433 shares48.80%2025-09-302025-11-12 CHD CHURCH & DWIGHT CO INC3.4K shares-2.56%2025-09-302025-11-12 GWW GRAINGER W W INC312 shares-41.90%2025-09-302025-11-12 ONEY SPDR SERIES TRUST2.6K shares0.00%2025-09-302025-11-12 VNQ VANGUARD INDEX FDS3.2K shares-1.11%2025-09-302025-11-12 SNPS SYNOPSYS INC593 shares-36.37%2025-09-302025-11-12 PFE PFIZER INC11.4K shares-4.25%2025-09-302025-11-12 NCNO NCINO INC10.7K shares-6.72%2025-09-302025-11-12 SHEL SHELL PLC4.0K shares-0.61%2025-09-302025-11-12 ODFL OLD DOMINION FREIGHT LINE IN2.1K shares-1.72%2025-09-302025-11-12 GMED GLOBUS MED INC5.0K shares-0.12%2025-09-302025-11-12 MSTR STRATEGY INC893 shares6.18%2025-09-302025-11-12 AMGN AMGEN INC999 shares-23.97%2025-09-302025-11-12 WHR WHIRLPOOL CORP3.6K shares0.00%2025-09-302025-11-12 QLYS QUALYS INC2.1K shares0.00%2025-09-302025-11-12 EMR EMERSON ELEC CO2.1K shares0.28%2025-09-302025-11-12 FITB FIFTH THIRD BANCORP6.3K shares0.21%2025-09-302025-11-12 TIP ISHARES TR2.5K shares0.00%2025-09-302025-11-12 CCI CROWN CASTLE INC2.9K shares-0.96%2025-09-302025-11-12 HAL HALLIBURTON CO11.3K shares3.59%2025-09-302025-11-12 MPC MARATHON PETE CORP1.4K shares-0.14%2025-09-302025-11-12 PAYC PAYCOM SOFTWARE INC1.3K shares-4.78%2025-09-302025-11-12 HIG HARTFORD INSURANCE GROUP INC2.0K shares10.70%2025-09-302025-11-12 LVS LAS VEGAS SANDS CORP5.0K sharesnew addition2025-09-302025-11-12 CSX CSX CORP7.5K shares0.20%2025-09-302025-11-12 NVT NVENT ELECTRIC PLC2.7K sharesnew addition2025-09-302025-11-12 HPQ HP INC9.7K shares-2.27%2025-09-302025-11-12 EFV ISHARES TR3.9K shares0.00%2025-09-302025-11-12 CARR CARRIER GLOBAL CORPORATION4.3K shares-4.67%2025-09-302025-11-12 AXON AXON ENTERPRISE INC358 shares-2.72%2025-09-302025-11-12 SPSM SPDR SERIES TRUST5.5K shares0.00%2025-09-302025-11-12 RGEN REPLIGEN CORP1.9K shares13.38%2025-09-302025-11-12 STT STATE STR CORP2.2K shares2.15%2025-09-302025-11-12 PNC PNC FINL SVCS GROUP INC1.3K shares5.10%2025-09-302025-11-12 CDNS CADENCE DESIGN SYSTEM INC714 shares5.93%2025-09-302025-11-12 IWO ISHARES TR780 shares0.00%2025-09-302025-11-12 SPSC SPS COMM INC2.4K shares-0.04%2025-09-302025-11-12 BEN FRANKLIN RESOURCES INC10.7K shares1.02%2025-09-302025-11-12 WST WEST PHARMACEUTICAL SVSC INC931 shares1.75%2025-09-302025-11-12 ASML ASML HOLDING N V251 shares-23.01%2025-09-302025-11-12 FDX FEDEX CORP1.0K shares-18.36%2025-09-302025-11-12 CAH CARDINAL HEALTH INC1.5K shares2.05%2025-09-302025-11-12 EBAY EBAY INC.2.6K shares-4.17%2025-09-302025-11-12 USFD US FOODS HLDG CORP3.1K shares0.52%2025-09-302025-11-12 VGT VANGUARD WORLD FD314 shares0.00%2025-09-302025-11-12 MANH MANHATTAN ASSOCIATES INC1.1K shares0.09%2025-09-302025-11-12 ED CONSOLIDATED EDISON INC2.3K sharesnew addition2025-09-302025-11-12 SBUX STARBUCKS CORP2.7K shares-9.54%2025-09-302025-11-12 ENFR ALPS ETF TR7.0K shares0.00%2025-09-302025-11-12 IGSB ISHARES TR4.3K sharesnew addition2025-09-302025-11-12 RJF RAYMOND JAMES FINL INC1.3K sharesnew addition2025-09-302025-11-12 WMB WILLIAMS COS INC3.5K shares2.28%2025-09-302025-11-12 IHDG WISDOMTREE TR4.9K shares0.00%2025-09-302025-11-12 DPZ DOMINOS PIZZA INC514 shares12.97%2025-09-302025-11-12 DXCM DEXCOM INC3.3K shares-15.76%2025-09-302025-11-12 HEI HEICO CORP NEW683 shares0.44%2025-09-302025-11-12 VYMI VANGUARD WHITEHALL FDS2.6K shares0.00%2025-09-302025-11-12 PH PARKER-HANNIFIN CORP290 sharesnew addition2025-09-302025-11-12 BRO BROWN & BROWN INC2.3K shares-6.28%2025-09-302025-11-12 NVO NOVO-NORDISK A S4.0K shares-62.27%2025-09-302025-11-12 GM GENERAL MTRS CO3.6K sharesnew addition2025-09-302025-11-12 MORN MORNINGSTAR INC927 shares0.11%2025-09-302025-11-12 IUSV ISHARES TR2.2K shares0.00%2025-09-302025-11-12 IQV IQVIA HLDGS INC1.1K sharesnew addition2025-09-302025-11-12 CHWY CHEWY INC5.3K shares6.63%2025-09-302025-11-12 SO SOUTHERN CO2.2K sharesnew addition2025-09-302025-11-12 BTC GRAYSCALE BITCOIN MINI TR ET4.2K shares0.00%2025-09-302025-11-12 MET METLIFE INC2.6K sharesnew addition2025-09-302025-11-12 SOC SABLE OFFSHORE CORP12.1K shares-0.53%2025-09-302025-11-12 KR KROGER CO3.1K shares-22.47%2025-09-302025-11-12 VST VISTRA CORP1.1K shares0.57%2025-09-302025-11-12 ADSK AUTODESK INC649 sharesnew addition2025-09-302025-11-12 MDLZ MONDELEZ INTL INC3.3K shares-9.49%2025-09-302025-11-12 TAK TAKEDA PHARMACEUTICAL CO LTD14.0K shares8.47%2025-09-302025-11-12 GD GENERAL DYNAMICS CORP603 sharesnew addition2025-09-302025-11-12 TT TRANE TECHNOLOGIES PLC487 shares4.73%2025-09-302025-11-12 CME CME GROUP INC757 shares-4.78%2025-09-302025-11-12 WRB BERKLEY W R CORP2.7K sharesnew addition2025-09-302025-11-12 SONY SONY GROUP CORP7.1K sharesnew addition2025-09-302025-11-12 ULST SSGA ACTIVE ETF TR5.0K shares0.00%2025-09-302025-11-12 JPST J P MORGAN EXCHANGE TRADED F4.0K shares0.00%2025-09-302025-11-12 VTR VENTAS INC2.9K sharesnew addition2025-09-302025-11-12 OKE ONEOK INC NEW2.8K shares-2.43%2025-09-302025-11-12 AVDV AMERICAN CENTY ETF TR2.2K shares0.00%2025-09-302025-11-12 IYW ISHARES TR1.0K shares0.00%2025-09-302025-11-12 PCG PG&E CORP12.8K shares4.91%2025-09-302025-11-12 NOK NOKIA CORP37.6K shares0.18%2025-09-302025-11-12 VBR VANGUARD INDEX FDS854 shares-24.42%2025-09-302025-11-12 SOXX ISHARES TR657 shares0.00%2025-09-302025-11-12 DVYE ISHARES INC5.8K shares0.00%2025-09-302025-11-12 VGIT VANGUARD SCOTTSDALE FDS2.7K shares0.00%2025-09-302025-11-12 XLY SELECT SECTOR SPDR TR665 shares0.00%2025-09-302025-11-12 AGG ISHARES TR1.6K shares17477.78%2025-09-302025-11-12 DVY ISHARES TR1.1K shares-1.84%2025-09-302025-11-12 IXN ISHARES TR1.4K shares0.00%2025-09-302025-11-12 IWC ISHARES TR944 shares0.00%2025-09-302025-11-12 DIHP DIMENSIONAL ETF TRUST4.6K shares0.00%2025-09-302025-11-12 SPDW SPDR INDEX SHS FDS3.2K shares0.00%2025-09-302025-11-12 EEM ISHARES TR2.1K shares-2.33%2025-09-302025-11-12 BSV VANGUARD BD INDEX FDS1.4K shares276.19%2025-09-302025-11-12 EFG ISHARES TR972 shares0.00%2025-09-302025-11-12 STHO STAR HLDGS13.2K shares0.00%2025-09-302025-11-12 XLF SELECT SECTOR SPDR TR2.0K shares2.61%2025-09-302025-11-12 BBRE J P MORGAN EXCHANGE TRADED F1.1K shares0.00%2025-09-302025-11-12 IWN ISHARES TR575 shares0.00%2025-09-302025-11-12 FNDE SCHWAB STRATEGIC TR2.8K shares0.00%2025-09-302025-11-12 VPU VANGUARD WORLD FD488 shares0.00%2025-09-302025-11-12 SRLN SSGA ACTIVE ETF TR2.2K shares0.00%2025-09-302025-11-12 CUE CUE BIOPHARMA INC120.0K shares0.00%2025-09-302025-11-12 CMF ISHARES TR1.5K shares-8.76%2025-09-302025-11-12 LYG LLOYDS BANKING GROUP PLC18.0K shares-0.50%2025-09-302025-11-12 WIT WIPRO LTD28.5K shares-1.86%2025-09-302025-11-12 ESGD ISHARES TR784 shares-11.31%2025-09-302025-11-12 VOE VANGUARD INDEX FDS389 shares-4.42%2025-09-302025-11-12 VOT VANGUARD INDEX FDS225 shares0.00%2025-09-302025-11-12 DFAT DIMENSIONAL ETF TRUST1.1K shares0.00%2025-09-302025-11-12 FNDF SCHWAB STRATEGIC TR1.5K shares0.00%2025-09-302025-11-12 XLI SELECT SECTOR SPDR TR354 shares0.00%2025-09-302025-11-12 XLU SELECT SECTOR SPDR TR600 shares0.00%2025-09-302025-11-12 MGV VANGUARD WORLD FD355 shares0.00%2025-09-302025-11-12 VONG VANGUARD SCOTTSDALE FDS389 shares0.00%2025-09-302025-11-12 ITOT ISHARES TR299 shares-3.55%2025-09-302025-11-12 XLV SELECT SECTOR SPDR TR300 shares-14.77%2025-09-302025-11-12 XLP SELECT SECTOR SPDR TR500 shares0.00%2025-09-302025-11-12 IWB ISHARES TR94 shares0.00%2025-09-302025-11-12 FALN ISHARES TR1.1K shares0.00%2025-09-302025-11-12 EMB ISHARES TR316 shares-70.36%2025-09-302025-11-12 VXF VANGUARD INDEX FDS142 shares-39.83%2025-09-302025-11-12 IJT ISHARES TR200 shares0.00%2025-09-302025-11-12 IUSG ISHARES TR141 shares0.00%2025-09-302025-11-12 JEPI J P MORGAN EXCHANGE TRADED F400 shares0.00%2025-09-302025-11-12 MOAT VANECK ETF TRUST194 shares0.00%2025-09-302025-11-12 VCIT VANGUARD SCOTTSDALE FDS224 shares36.59%2025-09-302025-11-12 SCHA SCHWAB STRATEGIC TR610 shares0.00%2025-09-302025-11-12 XLRE SELECT SECTOR SPDR TR397 shares0.00%2025-09-302025-11-12 SCHM SCHWAB STRATEGIC TR559 shares0.00%2025-09-302025-11-12 SCHX SCHWAB STRATEGIC TR627 shares0.00%2025-09-302025-11-12 EMXC ISHARES INC236 sharesnew addition2025-09-302025-11-12 VTWO VANGUARD SCOTTSDALE FDS156 shares0.00%2025-09-302025-11-12 SCZ ISHARES TR198 shares0.00%2025-09-302025-11-12 GII SPDR INDEX SHS FDS209 sharesnew addition2025-09-302025-11-12 OEF ISHARES TR43 shares0.00%2025-09-302025-11-12 CWI SPDR INDEX SHS FDS305 shares0.00%2025-09-302025-11-12 VV VANGUARD INDEX FDS27 shares0.00%2025-09-302025-11-12 MOO VANECK ETF TRUST100 shares0.00%2025-09-302025-11-12 AVDE AMERICAN CENTY ETF TR85 shares-71.76%2025-09-302025-11-12 DFAS DIMENSIONAL ETF TRUST96 shares0.00%2025-09-302025-11-12 VTHR VANGUARD SCOTTSDALE FDS17 sharesnew addition2025-09-302025-11-12 HEI.A HEICO CORP NEW17 shares70.00%2025-09-302025-11-12 IBB ISHARES TR24 shares0.00%2025-09-302025-11-12 IAT ISHARES TR59 shares0.00%2025-09-302025-11-12 VHT VANGUARD WORLD FD4 sharesnew addition2025-09-302025-11-12 VGSH VANGUARD SCOTTSDALE FDS5 shares0.00%2025-09-302025-11-12 Call Option Holdings
UNH Call CallUNITEDHEALTH GROUP INC100 shares0.00%2025-09-302025-11-12 Put Option Holdings
No put option holdings data available