The Analysis of Avantax Planning Partners, Inc.'s Holdings
Currently, Avantax Planning Partners, Inc. holds 438 types of securities in its portfolio with a total value $3.5B. In the most recent quarter, they have increased their positions in JPIB (+948.7K shares, valued at $46.5M), AVEM (+505.9K shares, valued at $38.0M), JCPB (+680.1K shares, valued at $32.3M); decreased their positions in MMIT (-1.1M shares, valued at $27.5M), HYMB (-1.0M shares, valued at $25.5M), HYD (-144.8K shares, valued at $7.4M); initiated new positions in CRWD (+2.0K shares, valued at $967.3K), RSP (+2.2K shares, valued at $408.6K), HSY (+1.8K shares, valued at $344.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHG SCHWAB STRATEGIC TR15.0M shares-1.26%2025-09-302025-10-31
SCHV SCHWAB STRATEGIC TR10.1M shares1.34%2025-09-302025-10-31 SCHD SCHWAB STRATEGIC TR9.7M shares2.96%2025-09-302025-10-31 SCHZ SCHWAB STRATEGIC TR7.2M shares2.79%2025-09-302025-10-31 SCHF SCHWAB STRATEGIC TR6.7M shares6.34%2025-09-302025-10-31 JPIB J P MORGAN EXCHANGE TRADED F2.3M shares72.84%2025-09-302025-10-31 SPTL SPDR SERIES TRUST4.0M shares4.96%2025-09-302025-10-31 AVUV AMERICAN CENTY ETF TR831.7K shares4.28%2025-09-302025-10-31 CWI SPDR INDEX SHS FDS2.4M shares-1.18%2025-09-302025-10-31 AVEM AMERICAN CENTY ETF TR1.1M shares92.85%2025-09-302025-10-31 JCPB J P MORGAN EXCHANGE TRADED F1.6M shares75.36%2025-09-302025-10-31 MDYV SPDR SERIES TRUST834.3K shares76.42%2025-09-302025-10-31 JMUB J P MORGAN EXCHANGE TRADED F1.2M shares88.83%2025-09-302025-10-31 VIG VANGUARD SPECIALIZED FUNDS234.5K shares-1.11%2025-09-302025-10-31 MUB ISHARES TR458.8K shares169.67%2025-09-302025-10-31 FMB FIRST TR EXCH TRADED FD III899.9K shares7.61%2025-09-302025-10-31 HYMB SPDR SERIES TRUST1.7M shares-37.49%2025-09-302025-10-31 AAPL APPLE INC148.1K shares7.49%2025-09-302025-10-31 IWF ISHARES TR78.8K shares-2.81%2025-09-302025-10-31 VXUS VANGUARD STAR FDS469.6K shares-2.00%2025-09-302025-10-31 IDOG ALPS ETF TR965.3K shares-1.18%2025-09-302025-10-31 SPYV SPDR SERIES TRUST563.0K shares-2.98%2025-09-302025-10-31 SLYG SPDR SERIES TRUST292.3K shares7.73%2025-09-302025-10-31 MSFT MICROSOFT CORP46.0K shares8.86%2025-09-302025-10-31 IVW ISHARES TR190.1K shares-3.16%2025-09-302025-10-31 MDYG SPDR SERIES TRUST245.4K shares12.36%2025-09-302025-10-31 JEPI J P MORGAN EXCHANGE TRADED F388.8K shares8.16%2025-09-302025-10-31 VIGI VANGUARD WHITEHALL FDS196.0K shares2.08%2025-09-302025-10-31 NVDA NVIDIA CORPORATION94.0K shares51.45%2025-09-302025-10-31 SLYV SPDR SERIES TRUST196.7K shares-2.74%2025-09-302025-10-31 IWO ISHARES TR53.9K shares-2.48%2025-09-302025-10-31 VTEI VANGUARD MUN BD FDS169.0K shares-1.21%2025-09-302025-10-31 IWP ISHARES TR117.0K shares-5.33%2025-09-302025-10-31 JPM JPMORGAN CHASE & CO.51.7K shares-1.60%2025-09-302025-10-31 VBK VANGUARD INDEX FDS54.6K shares-1.72%2025-09-302025-10-31 DFAC DIMENSIONAL ETF TRUST415.6K shares-24.40%2025-09-302025-10-31 AVGO BROADCOM INC47.4K shares-10.80%2025-09-302025-10-31 IWS ISHARES TR111.8K shares-2.21%2025-09-302025-10-31 DFAE DIMENSIONAL ETF TRUST492.0K shares-2.90%2025-09-302025-10-31 VWO VANGUARD INTL EQUITY INDEX F265.5K shares-3.40%2025-09-302025-10-31 VOT VANGUARD INDEX FDS48.1K shares-1.62%2025-09-302025-10-31 FAST FASTENAL CO279.0K shares-1.99%2025-09-302025-10-31 ABBV ABBVIE INC57.8K shares0.94%2025-09-302025-10-31 DFSV DIMENSIONAL ETF TRUST420.4K shares-1.92%2025-09-302025-10-31 MUNI PIMCO ETF TR247.8K shares-4.30%2025-09-302025-10-31 HD HOME DEPOT INC30.4K shares4.48%2025-09-302025-10-31 DON WISDOMTREE TR232.7K shares0.49%2025-09-302025-10-31 KO COCA COLA CO178.4K shares2.47%2025-09-302025-10-31 AMZN AMAZON COM INC50.3K shares3.91%2025-09-302025-10-31 DE DEERE & CO23.7K shares-2.80%2025-09-302025-10-31 IEMG ISHARES INC162.2K shares-6.32%2025-09-302025-10-31 IBM INTERNATIONAL BUSINESS MACHS37.7K shares2.69%2025-09-302025-10-31 HYD VANECK ETF TRUST197.6K shares-42.28%2025-09-302025-10-31 SPY SPDR S&P 500 ETF TR15.0K shares-3.85%2025-09-302025-10-31 CVX CHEVRON CORP NEW64.5K shares5.18%2025-09-302025-10-31 CSCO CISCO SYS INC145.5K shares0.55%2025-09-302025-10-31 XOM EXXON MOBIL CORP87.3K shares4.22%2025-09-302025-10-31 LMT LOCKHEED MARTIN CORP19.3K shares52.09%2025-09-302025-10-31 VYM VANGUARD WHITEHALL FDS68.4K shares-3.82%2025-09-302025-10-31 VOE VANGUARD INDEX FDS54.3K shares-3.63%2025-09-302025-10-31 TLH ISHARES TR91.6K shares-3.37%2025-09-302025-10-31 VZ VERIZON COMMUNICATIONS INC213.8K shares5.99%2025-09-302025-10-31 TXN TEXAS INSTRS INC51.0K shares3.53%2025-09-302025-10-31 MRK MERCK & CO INC109.7K shares8.15%2025-09-302025-10-31 JNJ JOHNSON & JOHNSON48.9K shares3.44%2025-09-302025-10-31 BIV VANGUARD BD INDEX FDS110.6K shares-4.44%2025-09-302025-10-31 AMGN AMGEN INC30.5K shares4.58%2025-09-302025-10-31 AGG ISHARES TR84.8K shares-6.16%2025-09-302025-10-31 PG PROCTER AND GAMBLE CO52.6K shares2.87%2025-09-302025-10-31 PEP PEPSICO INC56.3K shares0.87%2025-09-302025-10-31 VLO VALERO ENERGY CORP45.9K shares1.05%2025-09-302025-10-31 VTV VANGUARD INDEX FDS41.9K shares-0.93%2025-09-302025-10-31 VTEB VANGUARD MUN BD FDS155.6K shares-7.32%2025-09-302025-10-31 MO ALTRIA GROUP INC115.2K shares-2.21%2025-09-302025-10-31 JPEM J P MORGAN EXCHANGE TRADED F124.7K shares2.80%2025-09-302025-10-31 BRK.B BERKSHIRE HATHAWAY INC DEL14.1K shares-1.42%2025-09-302025-10-31 TSLA TESLA INC15.9K shares2.47%2025-09-302025-10-31 QQQ INVESCO QQQ TR11.7K shares10.58%2025-09-302025-10-31 EFV ISHARES TR102.6K shares-0.37%2025-09-302025-10-31 BLK BLACKROCK INC5.8K shares-4.63%2025-09-302025-10-31 HMOP HARTFORD FDS EXCHANGE TRADED163.2K shares3.48%2025-09-302025-10-31 SUB ISHARES TR59.2K shares-3.23%2025-09-302025-10-31 GOOGL ALPHABET INC25.8K shares2.83%2025-09-302025-10-31 PFE PFIZER INC241.6K shares-21.72%2025-09-302025-10-31 BAC BANK AMERICA CORP111.5K shares0.13%2025-09-302025-10-31 IWN ISHARES TR32.2K shares-3.69%2025-09-302025-10-31 MCD MCDONALDS CORP18.1K shares-3.00%2025-09-302025-10-31 META META PLATFORMS INC7.4K shares23.26%2025-09-302025-10-31 ORCL ORACLE CORP18.0K shares-2.36%2025-09-302025-10-31 MMIT NEW YORK LIFE INVTS ACTIVE E190.3K shares-85.59%2025-09-302025-10-31 LLY ELI LILLY & CO6.0K shares8.31%2025-09-302025-10-31 COST COSTCO WHSL CORP NEW4.7K shares8.10%2025-09-302025-10-31 USB US BANCORP DEL90.1K shares4.99%2025-09-302025-10-31 EOG EOG RES INC38.0K shares3.53%2025-09-302025-10-31 QCOM QUALCOMM INC24.1K shares-0.15%2025-09-302025-10-31 UPS UNITED PARCEL SERVICE INC47.9K shares0.89%2025-09-302025-10-31 EEM ISHARES TR72.6K shares-0.89%2025-09-302025-10-31 V VISA INC11.3K shares10.65%2025-09-302025-10-31 MTB M & T BK CORP19.0K shares6.05%2025-09-302025-10-31 SO SOUTHERN CO39.5K shares-1.85%2025-09-302025-10-31 VBR VANGUARD INDEX FDS17.8K shares-0.32%2025-09-302025-10-31 VLUE ISHARES TR29.1K shares-2.94%2025-09-302025-10-31 VTI VANGUARD INDEX FDS10.9K shares3.29%2025-09-302025-10-31 XYLD GLOBAL X FDS90.6K shares-4.59%2025-09-302025-10-31 SPYM SPDR SERIES TRUST45.0K shares-1.74%2025-09-302025-10-31 ABT ABBOTT LABS23.9K shares0.55%2025-09-302025-10-31 BMY BRISTOL-MYERS SQUIBB CO69.5K shares14.99%2025-09-302025-10-31 KMB KIMBERLY-CLARK CORP25.1K shares7.36%2025-09-302025-10-31 CAT CATERPILLAR INC6.3K shares-1.34%2025-09-302025-10-31 PFG PRINCIPAL FINANCIAL GROUP IN36.0K shares0.00%2025-09-302025-10-31 WMT WALMART INC28.8K shares-0.73%2025-09-302025-10-31 COP CONOCOPHILLIPS31.2K shares-2.36%2025-09-302025-10-31 TJX TJX COS INC NEW20.0K shares-0.22%2025-09-302025-10-31 BND VANGUARD BD INDEX FDS38.7K shares-0.26%2025-09-302025-10-31 OKE ONEOK INC NEW39.2K shares8.15%2025-09-302025-10-31 XLK SELECT SECTOR SPDR TR9.9K shares-7.10%2025-09-302025-10-31 VEA VANGUARD TAX-MANAGED FDS46.4K shares-7.45%2025-09-302025-10-31 VGT VANGUARD WORLD FD3.5K shares2.39%2025-09-302025-10-31 TMO THERMO FISHER SCIENTIFIC INC5.2K shares-27.65%2025-09-302025-10-31 GLD SPDR GOLD TR6.6K shares0.73%2025-09-302025-10-31 VOO VANGUARD INDEX FDS3.8K shares3.13%2025-09-302025-10-31 GOOG ALPHABET INC9.6K shares-1.36%2025-09-302025-10-31 CASY CASEYS GEN STORES INC4.1K shares0.00%2025-09-302025-10-31 DHS WISDOMTREE TR22.8K shares-2.75%2025-09-302025-10-31 IDV ISHARES TR57.9K shares-3.87%2025-09-302025-10-31 ADM ARCHER DANIELS MIDLAND CO34.8K shares-9.01%2025-09-302025-10-31 IJK ISHARES TR21.3K shares-0.84%2025-09-302025-10-31 PGX INVESCO EXCH TRADED FD TR II174.7K shares-17.01%2025-09-302025-10-31 IWD ISHARES TR9.9K shares-4.51%2025-09-302025-10-31 PSX PHILLIPS 6614.8K shares-10.19%2025-09-302025-10-31 UNH UNITEDHEALTH GROUP INC5.8K shares34.00%2025-09-302025-10-31 AMD ADVANCED MICRO DEVICES INC12.1K shares-3.47%2025-09-302025-10-31 UCON FIRST TR EXCHNG TRADED FD VI77.8K shares-2.11%2025-09-302025-10-31 LIN LINDE PLC4.1K shares9.48%2025-09-302025-10-31 AMAT APPLIED MATLS INC8.9K shares-3.30%2025-09-302025-10-31 BKH BLACK HILLS CORP29.2K shares0.15%2025-09-302025-10-31 FPE FIRST TR EXCH TRADED FD III98.6K shares0.26%2025-09-302025-10-31 NFLX NETFLIX INC1.5K shares4.90%2025-09-302025-10-31 PM PHILIP MORRIS INTL INC10.8K shares0.44%2025-09-302025-10-31 LNT ALLIANT ENERGY CORP25.6K shares-1.74%2025-09-302025-10-31 IWM ISHARES TR7.1K shares0.16%2025-09-302025-10-31 GPC GENUINE PARTS CO12.1K shares-12.32%2025-09-302025-10-31 SUSA ISHARES TR12.2K shares0.00%2025-09-302025-10-31 VHT VANGUARD WORLD FD6.4K shares163.53%2025-09-302025-10-31 VYMI VANGUARD WHITEHALL FDS19.5K shares-5.92%2025-09-302025-10-31 IXUS ISHARES TR19.9K shares-5.17%2025-09-302025-10-31 IVE ISHARES TR7.9K shares-0.10%2025-09-302025-10-31 ADP AUTOMATIC DATA PROCESSING IN5.5K shares-3.16%2025-09-302025-10-31 PLTR PALANTIR TECHNOLOGIES INC8.9K shares165.79%2025-09-302025-10-31 ADBE ADOBE INC4.5K shares29.07%2025-09-302025-10-31 LRCX LAM RESEARCH CORP11.8K shares-1.06%2025-09-302025-10-31 WSBC WESBANCO INC48.5K shares0.00%2025-09-302025-10-31 ROK ROCKWELL AUTOMATION INC4.4K shares-0.52%2025-09-302025-10-31 VDC VANGUARD WORLD FD7.2K shares62.26%2025-09-302025-10-31 PH PARKER-HANNIFIN CORP2.0K shares1.56%2025-09-302025-10-31 BKNG BOOKING HOLDINGS INC278 shares4.51%2025-09-302025-10-31 MCK MCKESSON CORP1.9K shares0.05%2025-09-302025-10-31 T AT&T INC52.0K shares-5.23%2025-09-302025-10-31 VIS VANGUARD WORLD FD4.9K shares198.91%2025-09-302025-10-31 SDY SPDR SERIES TRUST10.3K shares0.07%2025-09-302025-10-31 CRM SALESFORCE INC6.1K shares26.83%2025-09-302025-10-31 WK WORKIVA INC16.6K shares0.00%2025-09-302025-10-31 IJH ISHARES TR21.8K shares9.18%2025-09-302025-10-31 PRF INVESCO EXCHANGE TRADED FD T31.1K shares0.00%2025-09-302025-10-31 NEE NEXTERA ENERGY INC18.5K shares4.41%2025-09-302025-10-31 DFAX DIMENSIONAL ETF TRUST44.3K shares-29.07%2025-09-302025-10-31 SCHB SCHWAB STRATEGIC TR54.0K shares-8.59%2025-09-302025-10-31 EFA ISHARES TR14.8K shares-0.03%2025-09-302025-10-31 JPIE J P MORGAN EXCHANGE TRADED F29.4K shares0.63%2025-09-302025-10-31 NOW SERVICENOW INC1.5K shares42.79%2025-09-302025-10-31 IBTF ISHARES TR57.7K shares0.00%2025-09-302025-10-31 UBER UBER TECHNOLOGIES INC13.6K shares39.74%2025-09-302025-10-31 IBTG ISHARES TR57.9K shares0.00%2025-09-302025-10-31 VUG VANGUARD INDEX FDS2.8K shares-2.13%2025-09-302025-10-31 MMM 3M CO8.5K shares-1.66%2025-09-302025-10-31 EMR EMERSON ELEC CO10.0K shares-6.07%2025-09-302025-10-31 EPD ENTERPRISE PRODS PARTNERS L41.0K shares15.23%2025-09-302025-10-31 UNP UNION PAC CORP5.1K shares2.98%2025-09-302025-10-31 TGT TARGET CORP13.3K shares1.80%2025-09-302025-10-31 MA MASTERCARD INCORPORATED2.1K shares13.26%2025-09-302025-10-31 MDY SPDR S&P MIDCAP 400 ETF TR2.0K shares26.86%2025-09-302025-10-31 FTCS FIRST TR EXCHANGE-TRADED FD12.5K shares-0.98%2025-09-302025-10-31 IVV ISHARES TR1.7K shares-54.19%2025-09-302025-10-31 DFUS DIMENSIONAL ETF TRUST15.8K shares-45.24%2025-09-302025-10-31 SCHX SCHWAB STRATEGIC TR43.2K shares47.38%2025-09-302025-10-31 ACN ACCENTURE PLC IRELAND4.5K shares9.35%2025-09-302025-10-31 TT TRANE TECHNOLOGIES PLC2.7K shares0.00%2025-09-302025-10-31 RTX RTX CORPORATION6.7K shares-12.13%2025-09-302025-10-31 HYG ISHARES TR13.5K shares-0.04%2025-09-302025-10-31 EFG ISHARES TR9.1K shares-0.47%2025-09-302025-10-31 VDE VANGUARD WORLD FD7.9K shares217.60%2025-09-302025-10-31 DUK DUKE ENERGY CORP NEW8.0K shares-5.58%2025-09-302025-10-31 PANW PALO ALTO NETWORKS INC4.8K shares14.93%2025-09-302025-10-31 F FORD MTR CO81.8K shares0.28%2025-09-302025-10-31 COWZ PACER FDS TR16.8K shares-2.78%2025-09-302025-10-31 CRWD CROWDSTRIKE HLDGS INC2.0K sharesnew addition2025-09-302025-10-31 SCHA SCHWAB STRATEGIC TR34.4K shares32.88%2025-09-302025-10-31 GD GENERAL DYNAMICS CORP2.8K shares-9.46%2025-09-302025-10-31 INTU INTUIT1.4K shares8.96%2025-09-302025-10-31 DFUV DIMENSIONAL ETF TRUST21.1K shares-42.45%2025-09-302025-10-31 HUBB HUBBELL INC2.2K shares-23.73%2025-09-302025-10-31 BA BOEING CO4.3K shares2.52%2025-09-302025-10-31 IDEV ISHARES TR11.2K shares0.00%2025-09-302025-10-31 DIS DISNEY WALT CO7.8K shares14.79%2025-09-302025-10-31 WFC WELLS FARGO CO NEW10.6K shares0.05%2025-09-302025-10-31 AVGE AMERICAN CENTY ETF TR10.4K shares22.63%2025-09-302025-10-31 WEC WEC ENERGY GROUP INC7.5K shares17.82%2025-09-302025-10-31 OBDC BLUE OWL CAPITAL CORPORATION67.5K shares-6.91%2025-09-302025-10-31 PRU PRUDENTIAL FINL INC8.3K shares-24.90%2025-09-302025-10-31 SHM SPDR SERIES TRUST17.6K shares0.00%2025-09-302025-10-31 FLEX FLEX LTD14.6K shares0.00%2025-09-302025-10-31 AXP AMERICAN EXPRESS CO2.5K shares-10.16%2025-09-302025-10-31 ISRG INTUITIVE SURGICAL INC1.9K shares29.27%2025-09-302025-10-31 ESGV VANGUARD WORLD FD6.7K shares0.00%2025-09-302025-10-31 ICOW PACER FDS TR21.3K shares-2.96%2025-09-302025-10-31 CHRW C H ROBINSON WORLDWIDE INC5.8K shares-21.84%2025-09-302025-10-31 AVSC AMERICAN CENTY ETF TR13.4K shares-13.25%2025-09-302025-10-31 SYK STRYKER CORPORATION2.1K shares-1.61%2025-09-302025-10-31 ETN EATON CORP PLC2.0K shares0.15%2025-09-302025-10-31 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares-66.67%2025-09-302025-10-31 IGV ISHARES TR6.5K shares0.00%2025-09-302025-10-31 DHR DANAHER CORPORATION3.8K shares-2.05%2025-09-302025-10-31 IWV ISHARES TR2.0K shares0.15%2025-09-302025-10-31 TSM TAIWAN SEMICONDUCTOR MFG LTD2.6K shares-2.27%2025-09-302025-10-31 EXI ISHARES TR4.2K shares0.00%2025-09-302025-10-31 VFH VANGUARD WORLD FD5.5K shares0.46%2025-09-302025-10-31 VO VANGUARD INDEX FDS2.4K shares-1.61%2025-09-302025-10-31 MPC MARATHON PETE CORP3.7K shares0.05%2025-09-302025-10-31 IBDR ISHARES TR29.2K shares-0.00%2025-09-302025-10-31 HON HONEYWELL INTL INC3.3K shares-1.78%2025-09-302025-10-31 IBDQ ISHARES TR26.8K shares0.00%2025-09-302025-10-31 WM WASTE MGMT INC DEL3.0K shares-17.02%2025-09-302025-10-31 SRE SEMPRA7.4K shares0.00%2025-09-302025-10-31 CGGR CAPITAL GROUP GROWTH ETF15.0K shares0.52%2025-09-302025-10-31 NSC NORFOLK SOUTHN CORP2.2K shares0.09%2025-09-302025-10-31 IYW ISHARES TR3.3K shares0.12%2025-09-302025-10-31 XLF SELECT SECTOR SPDR TR12.0K shares-9.70%2025-09-302025-10-31 GE GE AEROSPACE2.1K shares-0.33%2025-09-302025-10-31 HWM HOWMET AEROSPACE INC3.2K shares0.00%2025-09-302025-10-31 CZR CAESARS ENTERTAINMENT INC NE22.7K shares0.00%2025-09-302025-10-31 TRV TRAVELERS COMPANIES INC2.2K shares0.05%2025-09-302025-10-31 PVAL PUTNAM ETF TRUST14.1K shares-1.81%2025-09-302025-10-31 CMF ISHARES TR10.5K shares2.07%2025-09-302025-10-31 ET ENERGY TRANSFER L P34.1K shares7.50%2025-09-302025-10-31 AJG GALLAGHER ARTHUR J & CO1.9K shares-30.88%2025-09-302025-10-31 IJJ ISHARES TR4.5K shares-0.40%2025-09-302025-10-31 TFI SPDR SERIES TRUST12.7K shares-0.01%2025-09-302025-10-31 ENB ENBRIDGE INC11.4K shares-0.49%2025-09-302025-10-31 STZ CONSTELLATION BRANDS INC4.3K shares-0.49%2025-09-302025-10-31 PNC PNC FINL SVCS GROUP INC2.9K shares-1.72%2025-09-302025-10-31 IAPR 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shares-1.96%2025-09-302025-10-31 MSTR STRATEGY INC1.6K shares29.27%2025-09-302025-10-31 BSX BOSTON SCIENTIFIC CORP5.1K shares6.05%2025-09-302025-10-31 SLV ISHARES SILVER TR11.6K shares9.87%2025-09-302025-10-31 MS MORGAN STANLEY3.1K shares-1.31%2025-09-302025-10-31 NULG NUSHARES ETF TR4.9K shares-2.92%2025-09-302025-10-31 NUBD NUSHARES ETF TR21.4K shares-6.94%2025-09-302025-10-31 XLY SELECT SECTOR SPDR TR2.0K shares0.00%2025-09-302025-10-31 MDLZ MONDELEZ INTL INC7.6K shares-0.35%2025-09-302025-10-31 CEG CONSTELLATION ENERGY CORP1.4K shares-31.55%2025-09-302025-10-31 PINC PREMIER INC17.0K shares0.00%2025-09-302025-10-31 AEM AGNICO EAGLE MINES LTD2.8K shares-2.69%2025-09-302025-10-31 IEFA ISHARES TR5.4K shares7.26%2025-09-302025-10-31 LOW LOWES COS INC1.9K shares0.22%2025-09-302025-10-31 NKE NIKE INC6.6K shares5.13%2025-09-302025-10-31 AMT AMERICAN TOWER CORP NEW2.4K shares-1.03%2025-09-302025-10-31 GRMN GARMIN LTD1.9K shares-10.76%2025-09-302025-10-31 WMB WILLIAMS COS INC7.2K shares-0.48%2025-09-302025-10-31 IXN ISHARES TR4.4K shares0.00%2025-09-302025-10-31 FLOT ISHARES TR8.9K shares0.00%2025-09-302025-10-31 BDJ BLACKROCK ENHANCED EQUITY DI49.6K shares0.00%2025-09-302025-10-31 GWW GRAINGER W W INC474 shares1.72%2025-09-302025-10-31 IUSG ISHARES TR2.7K shares-0.94%2025-09-302025-10-31 FLRN SPDR SERIES TRUST14.5K shares-0.46%2025-09-302025-10-31 SNA SNAP ON INC1.3K shares-1.46%2025-09-302025-10-31 TRP TC ENERGY CORP8.1K shares0.00%2025-09-302025-10-31 KLAC KLA CORP403 shares-7.14%2025-09-302025-10-31 CSX CSX CORP12.2K shares0.00%2025-09-302025-10-31 FEZ SPDR INDEX SHS FDS7.0K shares0.00%2025-09-302025-10-31 SCHW SCHWAB CHARLES CORP4.5K shares-4.99%2025-09-302025-10-31 RPM RPM INTL INC3.5K shares-0.65%2025-09-302025-10-31 INTC INTEL CORP12.4K shares-10.48%2025-09-302025-10-31 AVLV AMERICAN CENTY ETF TR5.7K shares0.58%2025-09-302025-10-31 RSP INVESCO EXCHANGE TRADED FD T2.2K sharesnew addition2025-09-302025-10-31 GSK GSK PLC9.5K shares-4.02%2025-09-302025-10-31 LQD ISHARES TR3.6K shares0.05%2025-09-302025-10-31 XLU SELECT SECTOR SPDR TR4.7K shares4.09%2025-09-302025-10-31 DELL DELL TECHNOLOGIES INC2.8K shares4.40%2025-09-302025-10-31 SFBS SERVISFIRST BANCSHARES INC5.0K shares0.00%2025-09-302025-10-31 STX SEAGATE TECHNOLOGY HLDNGS PL1.7K shares0.24%2025-09-302025-10-31 NFG NATIONAL FUEL GAS CO4.3K shares-0.79%2025-09-302025-10-31 HPE HEWLETT PACKARD ENTERPRISE C16.0K shares-1.18%2025-09-302025-10-31 CW CURTISS WRIGHT CORP718 shares-28.34%2025-09-302025-10-31 ITW ILLINOIS TOOL WKS INC1.5K shares-7.67%2025-09-302025-10-31 PJAN INNOVATOR ETFS TRUST8.2K shares0.00%2025-09-302025-10-31 SUSB ISHARES TR14.8K shares4.29%2025-09-302025-10-31 GLW CORNING INC4.6K shares-0.91%2025-09-302025-10-31 EMLP FIRST TR EXCHANGE-TRADED FD9.8K shares0.05%2025-09-302025-10-31 IAU ISHARES GOLD TR5.1K shares0.00%2025-09-302025-10-31 IWB ISHARES TR1.0K shares0.00%2025-09-302025-10-31 GILD GILEAD SCIENCES INC3.3K shares-10.15%2025-09-302025-10-31 CLS CELESTICA INC1.5K shares-9.16%2025-09-302025-10-31 PWZ INVESCO EXCH TRADED FD TR II15.2K shares-0.37%2025-09-302025-10-31 FHI FEDERATED HERMES INC7.0K shares-12.78%2025-09-302025-10-31 IAGG ISHARES TR7.1K shares0.98%2025-09-302025-10-31 DLR DIGITAL RLTY TR INC2.1K shares-1.28%2025-09-302025-10-31 APH AMPHENOL CORP NEW2.9K shares0.00%2025-09-302025-10-31 TTE TOTALENERGIES SE5.8K shares-6.65%2025-09-302025-10-31 IBMN ISHARES TR13.0K shares0.00%2025-09-302025-10-31 HSY HERSHEY CO1.8K sharesnew addition2025-09-302025-10-31 CMI CUMMINS INC814 shares-0.73%2025-09-302025-10-31 CALF PACER FDS TR7.8K shares-27.93%2025-09-302025-10-31 AEP AMERICAN ELEC PWR CO INC3.0K shares0.07%2025-09-302025-10-31 IBMO ISHARES TR13.2K shares0.00%2025-09-302025-10-31 C CITIGROUP INC3.3K shares0.42%2025-09-302025-10-31 NHI NATIONAL HEALTH INVS INC4.2K shares0.00%2025-09-302025-10-31 IBMP ISHARES TR13.0K shares0.00%2025-09-302025-10-31 ETG EATON VANCE TX ADV GLBL DIV15.7K shares0.00%2025-09-302025-10-31 ESGU ISHARES TR2.3K shares-9.72%2025-09-302025-10-31 GEV GE VERNOVA INC531 shares-0.56%2025-09-302025-10-31 MU MICRON TECHNOLOGY INC1.9K shares4.52%2025-09-302025-10-31 SBUX STARBUCKS CORP3.8K shares-14.57%2025-09-302025-10-31 AVUS AMERICAN CENTY ETF TR3.0K shares-5.19%2025-09-302025-10-31 IBMQ ISHARES TR12.5K shares0.00%2025-09-302025-10-31 PAA PLAINS ALL AMERN PIPELINE L18.7K shares0.00%2025-09-302025-10-31 IWR ISHARES TR3.3K shares-16.69%2025-09-302025-10-31 CTVA CORTEVA INC4.6K shares-0.09%2025-09-302025-10-31 SPSM SPDR SERIES TRUST6.7K shares0.00%2025-09-302025-10-31 OLP ONE LIBERTY PPTYS INC14.0K shares0.00%2025-09-302025-10-31 B BARRICK MNG CORP9.4K shares-5.03%2025-09-302025-10-31 PWR QUANTA SVCS INC744 shares-7.23%2025-09-302025-10-31 CL COLGATE PALMOLIVE CO3.8K shares-28.62%2025-09-302025-10-31 UGI UGI CORP NEW9.2K shares0.00%2025-09-302025-10-31 ORI OLD REP INTL CORP7.2K shares1.06%2025-09-302025-10-31 DFAS DIMENSIONAL ETF TRUST4.4K shares-13.30%2025-09-302025-10-31 QTEC FIRST TR EXCHANGE-TRADED FD1.3K shares0.00%2025-09-302025-10-31 DVY ISHARES TR2.1K shares0.00%2025-09-302025-10-31 STRL STERLING INFRASTRUCTURE INC870 shares0.00%2025-09-302025-10-31 AGNC AGNC INVT CORP30.0K shares0.00%2025-09-302025-10-31 SCHE SCHWAB STRATEGIC TR8.8K shares-17.40%2025-09-302025-10-31 ESGD ISHARES TR3.1K shares0.00%2025-09-302025-10-31 SLDE SLIDE INS HLDGS INC18.4K sharesnew addition2025-09-302025-10-31 PBA PEMBINA PIPELINE CORP7.1K shares0.00%2025-09-302025-10-31 GBTC GRAYSCALE BITCOIN TRUST ETF3.2K shares-0.31%2025-09-302025-10-31 FVD FIRST TR EXCHANGE-TRADED FD6.2K shares0.00%2025-09-302025-10-31 PAPR INNOVATOR ETFS TRUST7.5K shares0.00%2025-09-302025-10-31 CAH CARDINAL HEALTH INC1.8K shares-0.92%2025-09-302025-10-31 GS GOLDMAN SACHS GROUP INC359 shares0.28%2025-09-302025-10-31 DD DUPONT DE NEMOURS INC3.6K shares0.95%2025-09-302025-10-31 VNQ VANGUARD INDEX FDS3.1K shares-1.06%2025-09-302025-10-31 COIN COINBASE GLOBAL INC823 sharesnew addition2025-09-302025-10-31 AVXC AMERICAN CENTY ETF TR4.6K shares0.00%2025-09-302025-10-31 NUE NUCOR CORP2.0K shares1.50%2025-09-302025-10-31 MCHP MICROCHIP TECHNOLOGY INC.4.2K shares0.00%2025-09-302025-10-31 STRK STRATEGY INC3.0K shares0.00%2025-09-302025-10-31 IJR ISHARES TR2.3K shares-16.19%2025-09-302025-10-31 CMCSA COMCAST CORP NEW8.6K shares-9.84%2025-09-302025-10-31 CLX CLOROX CO DEL2.2K shares0.05%2025-09-302025-10-31 LRGE LEGG MASON ETF INVT3.2K shares0.00%2025-09-302025-10-31 BR BROADRIDGE FINL SOLUTIONS IN1.1K shares-3.38%2025-09-302025-10-31 UMBF UMB FINL CORP2.2K shares0.00%2025-09-302025-10-31 KKR KKR & CO INC2.0K shares0.45%2025-09-302025-10-31 UL UNILEVER PLC4.4K shares-15.34%2025-09-302025-10-31 NULV NUSHARES ETF TR5.9K shares0.00%2025-09-302025-10-31 POCT INNOVATOR ETFS TRUST6.0K shares0.00%2025-09-302025-10-31 PGR PROGRESSIVE CORP1.0K shares10.59%2025-09-302025-10-31 IBDS ISHARES TR10.4K shares0.00%2025-09-302025-10-31 AMP AMERIPRISE FINL INC514 shares3.42%2025-09-302025-10-31 XLI SELECT SECTOR SPDR TR1.6K shares0.00%2025-09-302025-10-31 AWR AMER STATES WTR CO3.3K shares-0.83%2025-09-302025-10-31 NTRS NORTHERN TR CORP1.8K shares0.00%2025-09-302025-10-31 XEL XCEL ENERGY INC3.0K shares0.00%2025-09-302025-10-31 ATO ATMOS ENERGY CORP1.4K shares0.00%2025-09-302025-10-31 EXC EXELON CORP5.4K shares-22.21%2025-09-302025-10-31 FTA FIRST TR EXCHANGE-TRADED ALP2.9K shares0.00%2025-09-302025-10-31 CARR CARRIER GLOBAL CORPORATION3.9K shares15.56%2025-09-302025-10-31 ISTB ISHARES TR4.8K shares0.00%2025-09-302025-10-31 AVRE AMERICAN CENTY ETF TR5.2K shares-6.16%2025-09-302025-10-31 RCL ROYAL CARIBBEAN GROUP712 shares0.42%2025-09-302025-10-31 TPL TEXAS PACIFIC LAND CORPORATI246 shares0.00%2025-09-302025-10-31 TKR TIMKEN CO3.1K shares-1.07%2025-09-302025-10-31 IJAN INNOVATOR ETFS TRUST6.5K shares-11.20%2025-09-302025-10-31 PJUL INNOVATOR ETFS TRUST5.0K shares0.00%2025-09-302025-10-31 CALM CAL MAINE FOODS INC2.4K shares-1.40%2025-09-302025-10-31 IXC ISHARES TR5.3K shares0.00%2025-09-302025-10-31 CB CHUBB LIMITED781 shares0.00%2025-09-302025-10-31 PSA PUBLIC STORAGE OPER CO760 shares-6.06%2025-09-302025-10-31 ALE ALLETE INC3.3K shares-1.11%2025-09-302025-10-31 SPGI S&P GLOBAL INC448 shares14.29%2025-09-302025-10-31 REGN REGENERON PHARMACEUTICALS385 shares-20.12%2025-09-302025-10-31 IP INTERNATIONAL PAPER CO4.6K shares-1.04%2025-09-302025-10-31 DKS DICKS SPORTING GOODS INC969 sharesnew addition2025-09-302025-10-31 SHOP SHOPIFY INC1.4K shares-59.63%2025-09-302025-10-31 IVLU ISHARES TR6.0K sharesnew addition2025-09-302025-10-31 PAVE GLOBAL X FDS4.5K shares-24.07%2025-09-302025-10-31 MSI MOTOROLA SOLUTIONS INC467 shares-17.64%2025-09-302025-10-31 SKYY FIRST TR EXCHANGE TRADED FD1.6K sharesnew addition2025-09-302025-10-31 KNG FIRST TR EXCHANGE-TRADED FD4.3K shares0.00%2025-09-302025-10-31 BP BP PLC6.1K sharesnew addition2025-09-302025-10-31 AGM FEDERAL AGRIC MTG CORP1.2K shares0.00%2025-09-302025-10-31 RY ROYAL BK CDA1.4K sharesnew addition2025-09-302025-10-31 IBMR ISHARES TR8.0K shares0.00%2025-09-302025-10-31 IDU ISHARES TR1.8K sharesnew addition2025-09-302025-10-31 MTG MGIC INVT CORP WIS7.2K shares-1.29%2025-09-302025-10-31 PYPL PAYPAL HLDGS INC3.0K shares1.17%2025-09-302025-10-31 HNI HNI CORP4.3K shares0.00%2025-09-302025-10-31 CGXU CAPITAL GROUP INTL FOCUS EQT6.8K sharesnew addition2025-09-302025-10-31 DFAT DIMENSIONAL ETF TRUST3.5K sharesnew addition2025-09-302025-10-31 IBTM ISHARES TR8.7K shares-1.22%2025-09-302025-10-31 MKC MCCORMICK & CO INC3.0K shares0.00%2025-09-302025-10-31 URI UNITED RENTALS INC210 sharesnew addition2025-09-302025-10-31 CVS CVS HEALTH CORP2.7K sharesnew addition2025-09-302025-10-31 KEY KEYCORP10.5K shares1.88%2025-09-302025-10-31 AES AES CORP13.4K shares-13.33%2025-09-302025-10-31 HBI HANESBRANDS INC25.3K shares0.00%2025-09-302025-10-31 DNP DNP SELECT INCOME FD INC11.2K shares0.00%2025-09-302025-10-31 DC DAKOTA GOLD CORP13.6K sharesnew addition2025-09-302025-10-31 TEF TELEFONICA S A10.6K shares0.00%2025-09-302025-10-31 HITI HIGH TIDE INC12.8K shares0.00%2025-09-302025-10-31 ORGO ORGANOGENESIS HLDGS INC10.3K shares0.00%2025-09-302025-10-31 PLUG PLUG POWER INC18.1K shares-8.44%2025-09-302025-10-31 OMER OMEROS CORP10.1K shares0.00%2025-09-302025-10-31 Call Option Holdings
No call option holdings data available
Put Option Holdings
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