The Analysis of AVANTAX ADVISORY SERVICES, INC.'s Holdings
Currently, AVANTAX ADVISORY SERVICES, INC. holds 2359 types of securities in its portfolio with a total value $18.2B. In the most recent quarter, they have increased their positions in JMUB (+862.5K shares, valued at $42.8M), DFAE (+808.6K shares, valued at $23.4M), SCHD (+796.0K shares, valued at $21.1M); decreased their positions in COWZ (-590.9K shares, valued at $32.6M), VONG (-254.7K shares, valued at $27.8M), FMB (-492.3K shares, valued at $24.5M); initiated new positions in IAGG (+153.3K shares, valued at $7.8M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR1.8M shares-1.31%2025-06-302025-08-08
VONG VANGUARD SCOTTSDALE FDS10.1M shares-2.45%2025-06-302025-08-08 AGG ISHARES TR9.3M shares0.34%2025-06-302025-08-08 SCHD SCHWAB STRATEGIC TR28.4M shares2.88%2025-06-302025-08-08 VTV VANGUARD INDEX FDS3.3M shares-0.04%2025-06-302025-08-08 IEFA ISHARES TR6.6M shares-0.08%2025-06-302025-08-08 VUG VANGUARD INDEX FDS676.3K shares0.41%2025-06-302025-08-08 NVDA NVIDIA CORPORATION1.9M shares5.67%2025-06-302025-08-08 QQQ INVESCO QQQ TR489.2K shares4.16%2025-06-302025-08-08 SPY SPDR S&P 500 ETF TR433.5K shares5.38%2025-06-302025-08-08 MSFT MICROSOFT CORP519.0K shares6.19%2025-06-302025-08-08 AAPL APPLE INC1.2M shares-1.00%2025-06-302025-08-08 IWM ISHARES TR916.6K shares1.83%2025-06-302025-08-08 AMZN AMAZON COM INC771.6K shares5.63%2025-06-302025-08-08 SCHG SCHWAB STRATEGIC TR5.5M shares8.29%2025-06-302025-08-08 IWF ISHARES TR305.7K shares3.44%2025-06-302025-08-08 IEMG ISHARES INC2.1M shares4.92%2025-06-302025-08-08 IVE ISHARES TR560.6K shares3.37%2025-06-302025-08-08 SPTL SPDR SERIES TRUST4.1M shares2.54%2025-06-302025-08-08 VOO VANGUARD INDEX FDS191.9K shares2.63%2025-06-302025-08-08 COWZ PACER FDS TR1.9M shares-23.42%2025-06-302025-08-08 IJR ISHARES TR974.4K shares5.41%2025-06-302025-08-08 IVW ISHARES TR958.2K shares-2.91%2025-06-302025-08-08 BRK.B BERKSHIRE HATHAWAY INC DEL214.6K shares5.97%2025-06-302025-08-08 MUB ISHARES TR943.1K shares-12.64%2025-06-302025-08-08 IWR ISHARES TR1.1M shares3.71%2025-06-302025-08-08 JPM JPMORGAN CHASE & CO.328.6K shares1.62%2025-06-302025-08-08 META META PLATFORMS INC128.9K shares6.62%2025-06-302025-08-08 VTI VANGUARD INDEX FDS282.4K shares5.61%2025-06-302025-08-08 VNQ VANGUARD INDEX FDS936.8K shares2.46%2025-06-302025-08-08 XOM EXXON MOBIL CORP760.8K shares0.36%2025-06-302025-08-08 VB VANGUARD INDEX FDS334.0K shares-2.36%2025-06-302025-08-08 AVGO BROADCOM INC284.8K shares9.17%2025-06-302025-08-08 MOAT VANECK ETF TRUST774.2K shares-5.36%2025-06-302025-08-08 VOOV VANGUARD ADMIRAL FDS INC377.0K shares1.10%2025-06-302025-08-08 WMT WALMART INC715.5K shares1.08%2025-06-302025-08-08 JEPI J P MORGAN EXCHANGE TRADED F1.2M shares2.21%2025-06-302025-08-08 GOOGL ALPHABET INC373.9K shares5.26%2025-06-302025-08-08 VEA VANGUARD TAX-MANAGED FDS1.1M shares5.63%2025-06-302025-08-08 V VISA INC178.7K shares-8.27%2025-06-302025-08-08 JPST J P MORGAN EXCHANGE TRADED F1.2M shares34.69%2025-06-302025-08-08 QQQM INVESCO EXCH TRADED FD TR II265.8K shares8.82%2025-06-302025-08-08 GOOG ALPHABET INC332.6K shares1.06%2025-06-302025-08-08 TSLA TESLA INC183.1K shares10.92%2025-06-302025-08-08 IYW ISHARES TR327.7K shares0.15%2025-06-302025-08-08 JEPQ J P MORGAN EXCHANGE TRADED F1.0M shares6.21%2025-06-302025-08-08 IWY ISHARES TR226.3K shares-2.04%2025-06-302025-08-08 DFSV DIMENSIONAL ETF TRUST1.9M shares-11.04%2025-06-302025-08-08 DFLV DIMENSIONAL ETF TRUST1.8M shares2.73%2025-06-302025-08-08 PLTR PALANTIR TECHNOLOGIES INC398.7K shares23.02%2025-06-302025-08-08 SCZ ISHARES TR741.1K shares2.31%2025-06-302025-08-08 SCHV SCHWAB STRATEGIC TR1.8M shares3.23%2025-06-302025-08-08 QUAL ISHARES TR263.6K shares3.97%2025-06-302025-08-08 IUSB ISHARES TR1.0M shares-1.05%2025-06-302025-08-08 VWO VANGUARD INTL EQUITY INDEX F949.2K shares24.09%2025-06-302025-08-08 JMUB J P MORGAN EXCHANGE TRADED F897.8K shares2438.29%2025-06-302025-08-08 RSP INVESCO EXCHANGE TRADED FD T244.6K shares2.08%2025-06-302025-08-08 DSTL ETF SER SOLUTIONS801.1K shares3.67%2025-06-302025-08-08 CVX CHEVRON CORP NEW306.9K shares18.32%2025-06-302025-08-08 LLY ELI LILLY & CO56.2K shares-0.07%2025-06-302025-08-08 DFAE DIMENSIONAL ETF TRUST1.5M shares115.88%2025-06-302025-08-08 IMCG ISHARES TR541.3K shares-0.88%2025-06-302025-08-08 PULS PGIM ETF TR863.1K shares9.02%2025-06-302025-08-08 COST COSTCO WHSL CORP NEW42.8K shares-6.84%2025-06-302025-08-08 VGT VANGUARD WORLD FD63.4K shares-3.11%2025-06-302025-08-08 VYM VANGUARD WHITEHALL FDS314.7K shares6.06%2025-06-302025-08-08 EFG ISHARES TR374.2K shares2.43%2025-06-302025-08-08 GLD SPDR GOLD TR137.4K shares3.53%2025-06-302025-08-08 ABBV ABBVIE INC222.4K shares1.12%2025-06-302025-08-08 DGRW WISDOMTREE TR487.1K shares6.96%2025-06-302025-08-08 IJH ISHARES TR640.8K shares-0.26%2025-06-302025-08-08 SCHF SCHWAB STRATEGIC TR1.8M shares1.54%2025-06-302025-08-08 IOO ISHARES TR362.7K shares-5.28%2025-06-302025-08-08 OUSM ALPS ETF TR902.7K shares9.44%2025-06-302025-08-08 FBND FIDELITY MERRIMACK STR TR838.6K shares16.54%2025-06-302025-08-08 VIG VANGUARD SPECIALIZED FUNDS185.2K shares3.95%2025-06-302025-08-08 ILCG ISHARES TR383.0K shares2.32%2025-06-302025-08-08 VO VANGUARD INDEX FDS129.7K shares9.41%2025-06-302025-08-08 NFLX NETFLIX INC27.0K shares6.89%2025-06-302025-08-08 HD HOME DEPOT INC98.4K shares-4.89%2025-06-302025-08-08 PG PROCTER AND GAMBLE CO224.5K shares-9.62%2025-06-302025-08-08 JHMM JOHN HANCOCK EXCHANGE TRADED579.2K shares-2.13%2025-06-302025-08-08 BSV VANGUARD BD INDEX FDS436.0K shares-3.77%2025-06-302025-08-08 RDVY FIRST TR EXCHANGE TRADED FD545.8K shares-5.61%2025-06-302025-08-08 MCD MCDONALDS CORP114.9K shares5.21%2025-06-302025-08-08 JNJ JOHNSON & JOHNSON216.4K shares1.44%2025-06-302025-08-08 EFV ISHARES TR520.1K shares31.02%2025-06-302025-08-08 TSM TAIWAN SEMICONDUCTOR MFG LTD145.3K shares1.12%2025-06-302025-08-08 VZ VERIZON COMMUNICATIONS INC751.8K shares6.62%2025-06-302025-08-08 IUSG ISHARES TR209.7K shares-1.23%2025-06-302025-08-08 XMHQ INVESCO EXCHANGE TRADED FD T316.4K shares7.02%2025-06-302025-08-08 IWV ISHARES TR87.4K shares-0.19%2025-06-302025-08-08 DYNF BLACKROCK ETF TRUST562.6K shares-1.73%2025-06-302025-08-08 BIL SPDR SERIES TRUST332.5K shares-10.31%2025-06-302025-08-08 SPHQ INVESCO EXCHANGE TRADED FD T427.0K shares9.42%2025-06-302025-08-08 IUSV ISHARES TR317.2K shares1.92%2025-06-302025-08-08 NOBL PROSHARES TR295.5K shares-4.69%2025-06-302025-08-08 CGDV CAPITAL GROUP DIVIDEND VALUE746.3K shares-23.48%2025-06-302025-08-08 BOND PIMCO ETF TR317.9K shares20.89%2025-06-302025-08-08 CSCO CISCO SYS INC420.3K shares1.09%2025-06-302025-08-08 CALF PACER FDS TR732.1K shares-17.69%2025-06-302025-08-08 KO COCA COLA CO395.0K shares7.34%2025-06-302025-08-08 ORCL ORACLE CORP126.8K shares5.89%2025-06-302025-08-08 IDOG ALPS ETF TR809.1K shares5.64%2025-06-302025-08-08 MA MASTERCARD INCORPORATED48.8K shares0.70%2025-06-302025-08-08 XLE SELECT SECTOR SPDR TR322.4K shares-1.38%2025-06-302025-08-08 IBM INTERNATIONAL BUSINESS MACHS90.4K shares-5.70%2025-06-302025-08-08 BAC BANK AMERICA CORP535.9K shares16.78%2025-06-302025-08-08 T AT&T INC868.9K shares-4.89%2025-06-302025-08-08 AMGN AMGEN INC89.6K shares-3.87%2025-06-302025-08-08 LMT LOCKHEED MARTIN CORP53.7K shares1.46%2025-06-302025-08-08 ABT ABBOTT LABS182.5K shares1.03%2025-06-302025-08-08 DIA SPDR DOW JONES INDL AVERAGE56.3K shares8.62%2025-06-302025-08-08 SDVY FIRST TR EXCHANGE-TRADED FD701.8K shares3.50%2025-06-302025-08-08 PEP PEPSICO INC186.0K shares2.55%2025-06-302025-08-08 EFA ISHARES TR274.3K shares-6.92%2025-06-302025-08-08 RTX RTX CORPORATION167.2K shares1.57%2025-06-302025-08-08 IJT ISHARES TR183.0K shares5.23%2025-06-302025-08-08 BUFR FIRST TR EXCHNG TRADED FD VI765.3K shares68.47%2025-06-302025-08-08 BND VANGUARD BD INDEX FDS328.8K shares15.26%2025-06-302025-08-08 UNH UNITEDHEALTH GROUP INC77.3K shares11.25%2025-06-302025-08-08 WM WASTE MGMT INC DEL104.8K shares3.00%2025-06-302025-08-08 CRM SALESFORCE INC87.3K shares4.03%2025-06-302025-08-08 FDVV FIDELITY COVINGTON TRUST457.8K shares5.71%2025-06-302025-08-08 CGGR CAPITAL GROUP GROWTH ETF583.4K shares37.66%2025-06-302025-08-08 DGRO ISHARES TR370.6K shares1.62%2025-06-302025-08-08 PTLC PACER FDS TR466.1K shares30.85%2025-06-302025-08-08 MGV VANGUARD WORLD FD177.5K shares-5.53%2025-06-302025-08-08 XLK SELECT SECTOR SPDR TR91.4K shares7.66%2025-06-302025-08-08 OEF ISHARES TR75.9K shares21.47%2025-06-302025-08-08 SPYV SPDR SERIES TRUST441.2K shares0.95%2025-06-302025-08-08 LRGE LEGG MASON ETF INVT289.6K shares-3.94%2025-06-302025-08-08 USMV ISHARES TR237.6K shares1.98%2025-06-302025-08-08 PRFZ INVESCO EXCHANGE TRADED FD T543.9K shares7.50%2025-06-302025-08-08 INTU INTUIT27.8K shares7.47%2025-06-302025-08-08 SCHZ SCHWAB STRATEGIC TR932.3K shares18.02%2025-06-302025-08-08 ENB ENBRIDGE INC476.5K shares6.82%2025-06-302025-08-08 IAU ISHARES GOLD TR341.6K shares7.86%2025-06-302025-08-08 MRK MERCK & CO INC264.8K shares15.16%2025-06-302025-08-08 IEF ISHARES TR218.6K shares40.46%2025-06-302025-08-08 PM PHILIP MORRIS INTL INC111.7K shares10.90%2025-06-302025-08-08 FVD FIRST TR EXCHANGE-TRADED FD447.4K shares-11.89%2025-06-302025-08-08 MSTR MICROSTRATEGY INC49.3K shares2.68%2025-06-302025-08-08 XLU SELECT SECTOR SPDR TR243.2K shares37.09%2025-06-302025-08-08 FBCG FIDELITY COVINGTON TRUST408.8K shares21.23%2025-06-302025-08-08 ETN EATON CORP PLC55.2K shares17.88%2025-06-302025-08-08 ITOT ISHARES TR144.9K shares1.95%2025-06-302025-08-08 CAT CATERPILLAR INC50.2K shares2.23%2025-06-302025-08-08 PVAL PUTNAM ETF TRUST483.7K shares114.93%2025-06-302025-08-08 PTNQ PACER FDS TR270.9K shares36.17%2025-06-302025-08-08 RWL INVESCO EXCH TRADED FD TR II183.8K shares13.16%2025-06-302025-08-08 SPSB SPDR SERIES TRUST629.4K shares8.37%2025-06-302025-08-08 APD AIR PRODS & CHEMS INC67.1K shares4.27%2025-06-302025-08-08 ISCG ISHARES TR378.4K shares-5.15%2025-06-302025-08-08 TLT ISHARES TR213.0K shares-2.71%2025-06-302025-08-08 EQWL INVESCO EXCHANGE TRADED FD T169.9K shares17.27%2025-06-302025-08-08 LIN LINDE PLC39.5K shares15.41%2025-06-302025-08-08 VBR VANGUARD INDEX FDS93.8K shares25.81%2025-06-302025-08-08 CB CHUBB LIMITED62.9K shares-6.35%2025-06-302025-08-08 GS GOLDMAN SACHS GROUP INC25.5K shares8.53%2025-06-302025-08-08 FTSM FIRST TR EXCHANGE-TRADED FD296.3K shares2.95%2025-06-302025-08-08 HEFA ISHARES TR467.4K shares-22.72%2025-06-302025-08-08 VHT VANGUARD WORLD FD71.0K shares-0.53%2025-06-302025-08-08 XLF SELECT SECTOR SPDR TR336.4K shares1.27%2025-06-302025-08-08 FTCS FIRST TR EXCHANGE-TRADED FD193.2K shares-20.59%2025-06-302025-08-08 MO ALTRIA GROUP INC293.9K shares6.37%2025-06-302025-08-08 AMT AMERICAN TOWER CORP NEW77.8K shares-3.48%2025-06-302025-08-08 MBB ISHARES TR181.0K shares4.71%2025-06-302025-08-08 IWD ISHARES TR86.8K shares2.01%2025-06-302025-08-08 XLI SELECT SECTOR SPDR TR113.8K shares7.65%2025-06-302025-08-08 TXN TEXAS INSTRS INC80.2K shares11.35%2025-06-302025-08-08 IWB ISHARES TR48.8K shares-2.01%2025-06-302025-08-08 JPEF J P MORGAN EXCHANGE TRADED F236.3K shares5.20%2025-06-302025-08-08 BLK BLACKROCK INC15.7K shares4.15%2025-06-302025-08-08 AMD ADVANCED MICRO DEVICES INC115.3K shares-0.84%2025-06-302025-08-08 HDV ISHARES TR138.4K shares10.15%2025-06-302025-08-08 MS MORGAN STANLEY113.3K shares2.19%2025-06-302025-08-08 ACN ACCENTURE PLC IRELAND53.2K shares-11.51%2025-06-302025-08-08 LMBS FIRST TR EXCHANGE-TRADED FD321.4K shares5.93%2025-06-302025-08-08 DBEF DBX ETF TR360.6K shares10.94%2025-06-302025-08-08 SGOV ISHARES TR155.3K shares6.19%2025-06-302025-08-08 CMCSA COMCAST CORP NEW436.6K shares4.09%2025-06-302025-08-08 ISRG INTUITIVE SURGICAL INC28.2K shares21.05%2025-06-302025-08-08 JHML JOHN HANCOCK EXCHANGE TRADED208.6K shares-4.15%2025-06-302025-08-08 SPIB SPDR SERIES TRUST454.7K shares7.52%2025-06-302025-08-08 WFC WELLS FARGO CO NEW190.4K shares-1.06%2025-06-302025-08-08 SPLV INVESCO EXCH TRADED FD TR II209.2K shares1.47%2025-06-302025-08-08 EMLP FIRST TR EXCHANGE-TRADED FD403.4K shares3.88%2025-06-302025-08-08 BINC BLACKROCK ETF TRUST II285.3K shares22.14%2025-06-302025-08-08 DIS DISNEY WALT CO121.0K shares-8.72%2025-06-302025-08-08 IJS ISHARES TR148.7K shares52.65%2025-06-302025-08-08 TLH ISHARES TR145.5K shares40.14%2025-06-302025-08-08 SMH VANECK ETF TRUST52.9K shares1.87%2025-06-302025-08-08 DVY ISHARES TR110.9K shares5.99%2025-06-302025-08-08 IGIB ISHARES TR274.8K shares4.84%2025-06-302025-08-08 AIRR FIRST TR EXCHANGE TRADED FD178.0K shares13.70%2025-06-302025-08-08 COF CAPITAL ONE FINL CORP67.4K shares14.61%2025-06-302025-08-08 AVUV AMERICAN CENTY ETF TR153.0K shares-6.65%2025-06-302025-08-08 PHYS SPROTT PHYSICAL GOLD TR545.1K shares32.27%2025-06-302025-08-08 DFAS DIMENSIONAL ETF TRUST215.9K shares8.79%2025-06-302025-08-08 SDY SPDR SERIES TRUST100.6K shares-0.77%2025-06-302025-08-08 NEAR ISHARES U S ETF TR263.0K shares9.43%2025-06-302025-08-08 MDY SPDR S&P MIDCAP 400 ETF TR23.5K shares2.30%2025-06-302025-08-08 MDT MEDTRONIC PLC152.8K shares4.36%2025-06-302025-08-08 DE DEERE & CO26.0K shares10.21%2025-06-302025-08-08 FIXD FIRST TR EXCHNG TRADED FD VI298.7K shares-17.97%2025-06-302025-08-08 VFH VANGUARD WORLD FD103.0K shares-28.85%2025-06-302025-08-08 DUK DUKE ENERGY CORP NEW111.0K shares3.20%2025-06-302025-08-08 XLC SELECT SECTOR SPDR TR119.8K shares466.55%2025-06-302025-08-08 ILCB ISHARES TR151.0K shares-2.90%2025-06-302025-08-08 EEM ISHARES TR266.6K shares-4.85%2025-06-302025-08-08 XSVM INVESCO EXCHANGE TRADED FD T245.5K shares-18.16%2025-06-302025-08-08 FELC FIDELITY COVINGTON TRUST368.4K shares4.71%2025-06-302025-08-08 HON HONEYWELL INTL INC54.1K shares-10.76%2025-06-302025-08-08 IBIT ISHARES BITCOIN TRUST ETF205.1K shares215.20%2025-06-302025-08-08 GCOW PACER FDS TR329.1K shares-1.57%2025-06-302025-08-08 IWP ISHARES TR89.7K shares2.79%2025-06-302025-08-08 GE GE AEROSPACE47.7K shares2.52%2025-06-302025-08-08 CGGO CAPITAL GROUP GBL GROWTH EQT382.5K shares70.92%2025-06-302025-08-08 XLV SELECT SECTOR SPDR TR90.6K shares11.08%2025-06-302025-08-08 TJX TJX COS INC NEW98.7K shares5.57%2025-06-302025-08-08 FSCO FS CREDIT OPPORTUNITIES CORP1.7M shares-12.73%2025-06-302025-08-08 SPMO INVESCO EXCH TRADED FD TR II108.0K shares65.97%2025-06-302025-08-08 SPGP INVESCO EXCHANGE TRADED FD T112.6K shares1.91%2025-06-302025-08-08 ITA ISHARES TR64.3K shares29.06%2025-06-302025-08-08 JPIB J P MORGAN EXCHANGE TRADED F248.4K shares22.05%2025-06-302025-08-08 VYMI VANGUARD WHITEHALL FDS150.7K shares2.38%2025-06-302025-08-08 EMR EMERSON ELEC CO90.5K shares-0.90%2025-06-302025-08-08 ONEV SPDR SERIES TRUST93.4K shares-13.94%2025-06-302025-08-08 VXUS VANGUARD STAR FDS173.7K shares10.16%2025-06-302025-08-08 ASML ASML HOLDING N V14.9K shares-2.43%2025-06-302025-08-08 SPYG SPDR SERIES TRUST125.5K shares1.81%2025-06-302025-08-08 GILD GILEAD SCIENCES INC107.9K shares14.95%2025-06-302025-08-08 JQUA J P MORGAN EXCHANGE TRADED F199.0K shares7.61%2025-06-302025-08-08 JPEM J P MORGAN EXCHANGE TRADED F211.2K shares8.91%2025-06-302025-08-08 NEE NEXTERA ENERGY INC170.4K shares13.60%2025-06-302025-08-08 VT VANGUARD INTL EQUITY INDEX F92.0K shares9.91%2025-06-302025-08-08 MCHP MICROCHIP TECHNOLOGY INC.168.0K shares122.28%2025-06-302025-08-08 THRO BLACKROCK ETF TRUST331.6K shares730.96%2025-06-302025-08-08 MGK VANGUARD WORLD FD32.2K shares42.91%2025-06-302025-08-08 NOW SERVICENOW INC11.5K shares0.59%2025-06-302025-08-08 QCOM QUALCOMM INC73.6K shares2.16%2025-06-302025-08-08 FLRT PACER FDS TR243.5K shares0.49%2025-06-302025-08-08 UBER UBER TECHNOLOGIES INC124.0K 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shares7.96%2025-06-302025-08-08 AXON AXON ENTERPRISE INC6.3K shares1.38%2025-06-302025-08-08 MSI MOTOROLA SOLUTIONS INC12.4K shares6.99%2025-06-302025-08-08 LHX L3HARRIS TECHNOLOGIES INC20.7K shares6.51%2025-06-302025-08-08 DGT SPDR SERIES TRUST34.4K shares107.51%2025-06-302025-08-08 FESM FIDELITY COVINGTON TRUST160.7K shares-19.92%2025-06-302025-08-08 BRK.A BERKSHIRE HATHAWAY INC DEL7 shares0.00%2025-06-302025-08-08 GVI ISHARES TR47.3K shares11.98%2025-06-302025-08-08 DFUS DIMENSIONAL ETF TRUST75.1K shares-2.26%2025-06-302025-08-08 IWO ISHARES TR17.5K shares-8.23%2025-06-302025-08-08 SNPS SYNOPSYS INC9.8K shares7.60%2025-06-302025-08-08 VTEB VANGUARD MUN BD FDS102.1K shares-39.58%2025-06-302025-08-08 RIO RIO TINTO PLC85.5K shares9.10%2025-06-302025-08-08 EPD ENTERPRISE PRODS PARTNERS L158.9K shares6.47%2025-06-302025-08-08 ITW ILLINOIS TOOL WKS INC19.7K shares10.01%2025-06-302025-08-08 IBHE ISHARES TR209.3K shares18.78%2025-06-302025-08-08 DLR DIGITAL RLTY TR INC27.9K shares4.13%2025-06-302025-08-08 GEV GE VERNOVA INC9.2K shares11.62%2025-06-302025-08-08 HDB HDFC BANK LTD62.7K shares0.71%2025-06-302025-08-08 ARCC ARES CAPITAL CORP217.2K shares16.74%2025-06-302025-08-08 ALL ALLSTATE CORP23.6K shares3.08%2025-06-302025-08-08 XSMO INVESCO EXCHANGE TRADED FD T69.7K shares39.63%2025-06-302025-08-08 SMCI SUPER MICRO COMPUTER INC96.4K shares13.49%2025-06-302025-08-08 CCI CROWN CASTLE INC45.9K shares5.26%2025-06-302025-08-08 IBHF ISHARES TR202.7K shares44.27%2025-06-302025-08-08 IGSB ISHARES TR88.6K shares-5.91%2025-06-302025-08-08 GRID FIRST TR EXCHANGE TRADED FD33.6K shares7.24%2025-06-302025-08-08 FIIG FIRST TR EXCHANGE-TRADED FD221.8K shares3.33%2025-06-302025-08-08 NXPI NXP SEMICONDUCTORS N V21.3K shares-0.14%2025-06-302025-08-08 MDYG SPDR SERIES TRUST53.3K shares28.23%2025-06-302025-08-08 IMCV ISHARES TR61.0K shares4.77%2025-06-302025-08-08 SCHX SCHWAB STRATEGIC TR189.2K shares-6.97%2025-06-302025-08-08 APH AMPHENOL CORP NEW46.5K shares-31.02%2025-06-302025-08-08 EVRG EVERGY INC66.6K shares-0.53%2025-06-302025-08-08 ROUS LATTICE STRATEGIES TR85.4K shares-7.40%2025-06-302025-08-08 FTLS FIRST TR EXCH TRADED FD III68.9K shares-5.77%2025-06-302025-08-08 GTO INVESCO ACTIVELY MANAGED EXC96.9K shares6.46%2025-06-302025-08-08 BLV VANGUARD BD INDEX FDS65.2K shares28.82%2025-06-302025-08-08 VTIP VANGUARD MALVERN FDS90.0K shares19.59%2025-06-302025-08-08 INTC INTEL CORP201.6K shares-4.28%2025-06-302025-08-08 USIG ISHARES TR87.7K shares9.98%2025-06-302025-08-08 XHLF BONDBLOXX ETF TRUST89.5K shares-0.14%2025-06-302025-08-08 SPTS SPDR SERIES TRUST153.3K shares-5.07%2025-06-302025-08-08 CMF ISHARES TR80.4K shares33.94%2025-06-302025-08-08 KVUE KENVUE INC213.7K shares15.33%2025-06-302025-08-08 PTEU PACER FDS TR155.3K shares-25.68%2025-06-302025-08-08 GDX VANECK ETF TRUST85.7K shares-49.03%2025-06-302025-08-08 LGOV FIRST TR EXCHANGE-TRADED FD208.1K shares-18.14%2025-06-302025-08-08 PYPL PAYPAL HLDGS INC59.7K shares2.35%2025-06-302025-08-08 RDVI FIRST TR EXCHANGE-TRADED FD179.3K shares-1.36%2025-06-302025-08-08 TDTF FLEXSHARES TR183.8K shares-1.54%2025-06-302025-08-08 IXN ISHARES TR47.9K shares-3.35%2025-06-302025-08-08 SKYY FIRST TR EXCHANGE TRADED FD36.3K shares-4.91%2025-06-302025-08-08 RCL ROYAL CARIBBEAN GROUP14.0K shares-1.10%2025-06-302025-08-08 NVS NOVARTIS AG35.9K shares8.72%2025-06-302025-08-08 IXC ISHARES TR110.3K shares3.71%2025-06-302025-08-08 WPC WP CAREY INC69.0K shares-1.87%2025-06-302025-08-08 AEM AGNICO EAGLE MINES LTD36.2K shares-1.43%2025-06-302025-08-08 NSC NORFOLK SOUTHN CORP16.8K shares0.96%2025-06-302025-08-08 VGK VANGUARD INTL EQUITY INDEX F55.3K shares-23.80%2025-06-302025-08-08 SLV ISHARES SILVER TR130.3K shares32.06%2025-06-302025-08-08 CGUS CAPITAL GROUP CORE EQUITY ET115.6K shares23.42%2025-06-302025-08-08 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available