The Analysis of Aviance Capital Partners, LLC's Holdings
Currently, Aviance Capital Partners, LLC holds 363 types of securities in its portfolio with a total value $842.1M. In the most recent quarter, they have increased their positions in UNH (+13.4K shares, valued at $4.6M), MINT (+25.0K shares, valued at $2.5M), AKAM (+30.1K shares, valued at $2.3M); decreased their positions in STZ (-16.1K shares, valued at $2.2M), NVO (-34.7K shares, valued at $1.9M), XYZ (-21.5K shares, valued at $1.6M); initiated new positions in AKAM (+30.1K shares, valued at $2.3M), LYFT (+63.5K shares, valued at $1.4M), EG (+3.5K shares, valued at $1.2M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC264.0K shares-0.52%2025-09-302025-10-29
GOOGL ALPHABET INC153.3K shares-0.12%2025-09-302025-10-29 AVGO BROADCOM INC108.9K shares-4.13%2025-09-302025-10-29 ABBV ABBVIE INC144.8K shares0.43%2025-09-302025-10-29 AMZN AMAZON COM INC132.5K shares0.40%2025-09-302025-10-29 JPM JPMORGAN CHASE & CO.83.1K shares0.84%2025-09-302025-10-29 MSFT MICROSOFT CORP41.0K shares2.54%2025-09-302025-10-29 META META PLATFORMS INC27.2K shares1.64%2025-09-302025-10-29 NVDA NVIDIA CORPORATION63.1K shares0.29%2025-09-302025-10-29 LRCX LAM RESEARCH CORP83.9K shares0.70%2025-09-302025-10-29 BRK.A BERKSHIRE HATHAWAY INC DEL14 shares0.00%2025-09-302025-10-29 TRV TRAVELERS COMPANIES INC36.8K shares-0.30%2025-09-302025-10-29 BLK BLACKROCK INC8.3K shares0.34%2025-09-302025-10-29 ANET ARISTA NETWORKS INC65.1K shares1.22%2025-09-302025-10-29 AMGN AMGEN INC33.4K shares1.66%2025-09-302025-10-29 BRK.B BERKSHIRE HATHAWAY INC DEL18.6K shares-0.12%2025-09-302025-10-29 SCHW SCHWAB CHARLES CORP93.1K shares0.89%2025-09-302025-10-29 LIN LINDE PLC18.2K shares0.92%2025-09-302025-10-29 CVCO CAVCO INDS INC DEL14.4K shares4.66%2025-09-302025-10-29 LMT LOCKHEED MARTIN CORP16.5K shares-0.18%2025-09-302025-10-29 XOM EXXON MOBIL CORP66.6K shares-0.09%2025-09-302025-10-29 V VISA INC21.6K shares1.57%2025-09-302025-10-29 LOW LOWES COS INC28.7K shares-0.05%2025-09-302025-10-29 TMO THERMO FISHER SCIENTIFIC INC14.6K shares1.59%2025-09-302025-10-29 MINT PIMCO ETF TR63.2K shares65.56%2025-09-302025-10-29 JNJ JOHNSON & JOHNSON33.0K shares-17.50%2025-09-302025-10-29 MA MASTERCARD INCORPORATED10.4K shares1.02%2025-09-302025-10-29 HCA HCA HEALTHCARE INC13.2K shares1.19%2025-09-302025-10-29 CI THE CIGNA GROUP19.4K shares-0.38%2025-09-302025-10-29 PG PROCTER AND GAMBLE CO36.0K shares0.42%2025-09-302025-10-29 BA BOEING CO24.8K shares0.90%2025-09-302025-10-29 UBER UBER TECHNOLOGIES INC54.3K shares-19.95%2025-09-302025-10-29 IBDQ ISHARES TR210.8K shares3.59%2025-09-302025-10-29 BOND PIMCO ETF TR55.6K shares3.03%2025-09-302025-10-29 UNH UNITEDHEALTH GROUP INC14.6K shares1197.15%2025-09-302025-10-29 HD HOME DEPOT INC12.0K shares1.93%2025-09-302025-10-29 AXP AMERICAN EXPRESS CO14.5K shares0.00%2025-09-302025-10-29 BIL SPDR SERIES TRUST51.0K shares51.88%2025-09-302025-10-29 GS GOLDMAN SACHS GROUP INC5.8K shares0.22%2025-09-302025-10-29 ASO ACADEMY SPORTS & OUTDOORS IN92.1K shares1.10%2025-09-302025-10-29 ZTS ZOETIS INC30.7K shares-8.18%2025-09-302025-10-29 SCHP SCHWAB STRATEGIC TR163.5K shares2.43%2025-09-302025-10-29 GOOG ALPHABET INC17.9K shares0.54%2025-09-302025-10-29 PGR PROGRESSIVE CORP17.5K shares0.14%2025-09-302025-10-29 DFSV DIMENSIONAL ETF TRUST135.5K shares2.38%2025-09-302025-10-29 DIS DISNEY WALT CO37.2K shares0.70%2025-09-302025-10-29 DFAT DIMENSIONAL ETF TRUST71.2K shares2.15%2025-09-302025-10-29 CPAY CORPAY INC14.3K shares1.17%2025-09-302025-10-29 CLS CELESTICA INC16.6K shares-5.14%2025-09-302025-10-29 COST COSTCO WHSL CORP NEW3.9K shares6.17%2025-09-302025-10-29 PFE PFIZER INC139.6K shares41.63%2025-09-302025-10-29 OEF ISHARES TR10.5K shares-0.04%2025-09-302025-10-29 SPY SPDR S&P 500 ETF TR5.2K shares13.03%2025-09-302025-10-29 QQQ INVESCO QQQ TR5.8K shares1.06%2025-09-302025-10-29 DFIV DIMENSIONAL ETF TRUST73.0K shares2.05%2025-09-302025-10-29 DISV DIMENSIONAL ETF TRUST94.3K shares3.53%2025-09-302025-10-29 MRK MERCK & CO INC39.3K shares3.10%2025-09-302025-10-29 ABT ABBOTT LABS23.9K shares2.51%2025-09-302025-10-29 VTI VANGUARD INDEX FDS9.6K shares1.08%2025-09-302025-10-29 MCD MCDONALDS CORP10.3K shares0.16%2025-09-302025-10-29 KNX KNIGHT-SWIFT TRANSN HLDGS IN77.9K shares-7.94%2025-09-302025-10-29 COF CAPITAL ONE FINL CORP14.3K shares-1.01%2025-09-302025-10-29 AMP AMERIPRISE FINL INC6.0K shares0.00%2025-09-302025-10-29 DINO HF SINCLAIR CORP55.5K shares-3.62%2025-09-302025-10-29 WMT WALMART INC28.0K shares-2.83%2025-09-302025-10-29 ADBE ADOBE INC8.1K shares-3.65%2025-09-302025-10-29 ENVA ENOVA INTL INC24.8K shares-3.11%2025-09-302025-10-29 CHTR CHARTER COMMUNICATIONS INC N10.1K shares2.99%2025-09-302025-10-29 ADP AUTOMATIC DATA PROCESSING IN9.4K shares1.08%2025-09-302025-10-29 VOO VANGUARD INDEX FDS4.5K shares12.42%2025-09-302025-10-29 DE DEERE & CO5.9K shares2.79%2025-09-302025-10-29 VIG VANGUARD SPECIALIZED FUNDS12.3K shares-1.49%2025-09-302025-10-29 MTCH MATCH GROUP INC NEW74.9K shares3.96%2025-09-302025-10-29 PEP PEPSICO INC18.4K shares5.42%2025-09-302025-10-29 ITW ILLINOIS TOOL WKS INC9.8K shares21.60%2025-09-302025-10-29 TOL TOLL BROTHERS INC18.3K shares-4.57%2025-09-302025-10-29 COP CONOCOPHILLIPS26.0K shares-0.64%2025-09-302025-10-29 DFAC DIMENSIONAL ETF TRUST61.9K shares0.66%2025-09-302025-10-29 CVX CHEVRON CORP NEW15.2K shares1.40%2025-09-302025-10-29 UNM UNUM GROUP30.3K shares-2.88%2025-09-302025-10-29 IVV ISHARES TR3.5K shares7.28%2025-09-302025-10-29 KLAC KLA CORP2.1K shares0.00%2025-09-302025-10-29 FDX FEDEX CORP9.7K shares-3.00%2025-09-302025-10-29 AKAM AKAMAI TECHNOLOGIES INC30.1K sharesnew addition2025-09-302025-10-29 DFAE DIMENSIONAL ETF TRUST71.8K shares2.58%2025-09-302025-10-29 AGG ISHARES TR22.5K shares5.92%2025-09-302025-10-29 PULS PGIM ETF TR42.8K shares46.53%2025-09-302025-10-29 UNP UNION PAC CORP8.8K shares3.77%2025-09-302025-10-29 CMCSA COMCAST CORP NEW65.2K shares-3.69%2025-09-302025-10-29 VZ VERIZON COMMUNICATIONS INC45.0K shares3.15%2025-09-302025-10-29 HON HONEYWELL INTL INC9.4K shares1.06%2025-09-302025-10-29 NFLX NETFLIX INC1.6K shares2.95%2025-09-302025-10-29 STWD STARWOOD PPTY TR INC99.9K shares1.17%2025-09-302025-10-29 LYB LYONDELLBASELL INDUSTRIES N39.1K shares8.15%2025-09-302025-10-29 OMF ONEMAIN HLDGS INC33.3K shares0.11%2025-09-302025-10-29 ROK ROCKWELL AUTOMATION INC5.3K shares0.00%2025-09-302025-10-29 CSQ CALAMOS STRATEGIC TOTAL RETU96.2K shares-1.07%2025-09-302025-10-29 IYW ISHARES TR9.5K shares-3.52%2025-09-302025-10-29 ORCL ORACLE CORP6.6K shares1.31%2025-09-302025-10-29 BAC BANK AMERICA CORP35.2K shares0.11%2025-09-302025-10-29 MO ALTRIA GROUP INC27.0K shares-1.19%2025-09-302025-10-29 OZK BANK OZK LITTLE ROCK ARK34.0K shares-4.73%2025-09-302025-10-29 LLY ELI LILLY & CO2.2K shares-8.79%2025-09-302025-10-29 MUNI PIMCO ETF TR31.7K shares-5.71%2025-09-302025-10-29 BMY BRISTOL-MYERS SQUIBB CO36.7K shares1.82%2025-09-302025-10-29 KO COCA COLA CO24.9K shares1.00%2025-09-302025-10-29 NTR NUTRIEN LTD27.8K shares-3.56%2025-09-302025-10-29 WM WASTE MGMT INC DEL7.3K shares0.00%2025-09-302025-10-29 MGA MAGNA INTL INC33.0K shares-2.41%2025-09-302025-10-29 AMLP ALPS ETF TR33.3K shares-0.01%2025-09-302025-10-29 STK COLUMBIA SELIGM PREM TECH GR43.0K shares0.16%2025-09-302025-10-29 PFF ISHARES TR47.2K shares0.73%2025-09-302025-10-29 APP APPLOVIN CORP2.1K shares3.49%2025-09-302025-10-29 GRX GABELLI HLTHCARE & WELLNESS163.7K shares1.10%2025-09-302025-10-29 UL UNILEVER PLC24.9K shares0.00%2025-09-302025-10-29 SYF SYNCHRONY FINANCIAL20.6K shares-3.53%2025-09-302025-10-29 JFR NUVEEN FLOATING RATE INCOME175.7K shares0.69%2025-09-302025-10-29 CBRL CRACKER BARREL OLD CTRY STOR32.5K shares-4.28%2025-09-302025-10-29 THQ ABRDN HEALTHCARE OPPORTUNITI81.7K shares0.98%2025-09-302025-10-29 DBL DOUBLELINE OPPORTUNISTIC CR90.2K shares1.34%2025-09-302025-10-29 APAM ARTISAN PARTNERS ASSET MGMT32.3K shares-0.29%2025-09-302025-10-29 LYFT LYFT INC63.5K sharesnew addition2025-09-302025-10-29 WGO WINNEBAGO INDS INC41.8K shares-6.06%2025-09-302025-10-29 SHM SPDR SERIES TRUST28.6K shares-5.21%2025-09-302025-10-29 MEI METHODE ELECTRS INC181.0K shares-6.81%2025-09-302025-10-29 ALL ALLSTATE CORP6.4K shares0.00%2025-09-302025-10-29 UTF COHEN & STEERS INFRASTRUCTUR55.1K shares-2.69%2025-09-302025-10-29 NOC NORTHROP GRUMMAN CORP2.2K shares0.00%2025-09-302025-10-29 EVV EATON VANCE LIMITED DURATION131.7K shares0.24%2025-09-302025-10-29 TAP MOLSON COORS BEVERAGE CO28.9K shares-4.07%2025-09-302025-10-29 SWBI SMITH & WESSON BRANDS INC130.9K shares-3.65%2025-09-302025-10-29 VTEB VANGUARD MUN BD FDS24.9K shares-7.50%2025-09-302025-10-29 SLV ISHARES SILVER TR29.2K shares0.00%2025-09-302025-10-29 DFUS DIMENSIONAL ETF TRUST17.0K shares0.00%2025-09-302025-10-29 CSCO CISCO SYS INC18.0K shares2.86%2025-09-302025-10-29 EG EVEREST GROUP LTD3.5K sharesnew addition2025-09-302025-10-29 CYBR CYBERARK SOFTWARE LTD2.5K shares0.00%2025-09-302025-10-29 ATKR ATKORE INC19.1K shares-4.83%2025-09-302025-10-29 AOD ABRDN TOTAL DYNAMIC DIVIDEND126.0K shares1.02%2025-09-302025-10-29 IJR ISHARES TR10.0K shares6.73%2025-09-302025-10-29 SDHY PGIM SHORT DUR HIG YLD OPP F70.8K shares3.11%2025-09-302025-10-29 CRDO CREDO TECHNOLOGY GROUP HOLDI8.0K shares32.80%2025-09-302025-10-29 GCOW PACER FDS TR29.1K shares0.70%2025-09-302025-10-29 TROW PRICE T ROWE GROUP INC11.0K shares-0.18%2025-09-302025-10-29 PYPL PAYPAL HLDGS INC16.8K sharesnew addition2025-09-302025-10-29 TSLA TESLA INC2.5K shares88.49%2025-09-302025-10-29 BX BLACKSTONE INC6.5K shares-41.54%2025-09-302025-10-29 SPDV ETF SER SOLUTIONS31.7K shares-0.11%2025-09-302025-10-29 UHS UNIVERSAL HLTH SVCS INC5.3K shares-4.92%2025-09-302025-10-29 IBM INTERNATIONAL BUSINESS MACHS3.8K shares15.90%2025-09-302025-10-29 LDUR PIMCO ETF TR11.2K shares40.29%2025-09-302025-10-29 AEP AMERICAN ELEC PWR CO INC9.4K shares0.00%2025-09-302025-10-29 BG BUNGE GLOBAL SA12.8K shares-4.84%2025-09-302025-10-29 DUK DUKE ENERGY CORP NEW8.3K shares5.88%2025-09-302025-10-29 RMR RMR GROUP INC64.9K shares-4.53%2025-09-302025-10-29 IVZ INVESCO LTD44.1K sharesnew addition2025-09-302025-10-29 JAZZ JAZZ PHARMACEUTICALS PLC7.7K shares-1.89%2025-09-302025-10-29 LVHI LEGG MASON ETF INVT29.0K shares-0.11%2025-09-302025-10-29 SYK STRYKER CORPORATION2.7K shares0.00%2025-09-302025-10-29 CINF CINCINNATI FINL CORP6.2K shares0.00%2025-09-302025-10-29 JEPI J P MORGAN EXCHANGE TRADED F17.0K shares0.24%2025-09-302025-10-29 PM PHILIP MORRIS INTL INC6.0K shares0.44%2025-09-302025-10-29 TIP ISHARES TR8.5K shares-2.15%2025-09-302025-10-29 RTX RTX CORPORATION5.6K shares-0.12%2025-09-302025-10-29 APD AIR PRODS & CHEMS INC3.5K shares0.00%2025-09-302025-10-29 CSX CSX CORP26.1K shares0.00%2025-09-302025-10-29 PCN PIMCO CORPORATE & INCM STRG69.0K shares0.22%2025-09-302025-10-29 RLY SSGA ACTIVE ETF TR29.9K shares0.03%2025-09-302025-10-29 PAYX PAYCHEX INC7.2K shares2.85%2025-09-302025-10-29 PSX PHILLIPS 666.6K shares0.06%2025-09-302025-10-29 MTB M & T BK CORP4.5K shares32.31%2025-09-302025-10-29 GLD SPDR GOLD TR2.5K shares13.01%2025-09-302025-10-29 SUB ISHARES TR8.2K shares-0.26%2025-09-302025-10-29 UPWK UPWORK INC46.4K shares0.74%2025-09-302025-10-29 FMC FMC CORP25.4K shares-5.05%2025-09-302025-10-29 JMM NUVEEN MULTI-MKT INCOME FD135.8K shares17.33%2025-09-302025-10-29 AMAT APPLIED MATLS INC4.0K shares1.77%2025-09-302025-10-29 T AT&T INC28.9K shares5.80%2025-09-302025-10-29 ISD PGIM HIGH YIELD BOND FUND IN56.1K shares1.10%2025-09-302025-10-29 ALE ALLETE INC12.0K shares0.00%2025-09-302025-10-29 XLK SELECT SECTOR SPDR TR2.8K shares18.47%2025-09-302025-10-29 SO SOUTHERN CO8.4K shares1.23%2025-09-302025-10-29 EMR EMERSON ELEC CO6.0K shares2.08%2025-09-302025-10-29 OGN ORGANON & CO72.7K shares17.62%2025-09-302025-10-29 GVI ISHARES TR7.2K shares0.26%2025-09-302025-10-29 TGT TARGET CORP8.6K shares-5.02%2025-09-302025-10-29 ETN EATON CORP PLC2.1K shares0.00%2025-09-302025-10-29 PLTR PALANTIR TECHNOLOGIES INC4.2K shares60.59%2025-09-302025-10-29 XYZ BLOCK INC10.5K shares-67.19%2025-09-302025-10-29 HIG HARTFORD INSURANCE GROUP INC5.6K shares0.00%2025-09-302025-10-29 CTVA CORTEVA INC10.9K shares-0.88%2025-09-302025-10-29 TSM TAIWAN SEMICONDUCTOR MFG LTD2.6K shares9.87%2025-09-302025-10-29 NDAQ NASDAQ INC8.2K shares0.00%2025-09-302025-10-29 NEE NEXTERA ENERGY INC9.6K shares5.52%2025-09-302025-10-29 KWR QUAKER HOUGHTON5.5K shares0.00%2025-09-302025-10-29 EVR EVERCORE INC2.1K shares-10.14%2025-09-302025-10-29 CMI CUMMINS INC1.7K shares0.06%2025-09-302025-10-29 XLI SELECT SECTOR SPDR TR4.6K shares7.45%2025-09-302025-10-29 ISRG INTUITIVE SURGICAL INC1.6K shares6.85%2025-09-302025-10-29 QCOM QUALCOMM INC4.2K shares4.59%2025-09-302025-10-29 TFC TRUIST FINL CORP14.7K shares4.68%2025-09-302025-10-29 MMM 3M CO4.2K shares0.00%2025-09-302025-10-29 NBBK NB BANCORP INC37.2K shares0.00%2025-09-302025-10-29 DIA SPDR DOW JONES INDL AVERAGE1.4K shares0.00%2025-09-302025-10-29 DHR DANAHER CORPORATION3.3K shares0.55%2025-09-302025-10-29 DD DUPONT DE NEMOURS INC8.4K shares5.28%2025-09-302025-10-29 DNP DNP SELECT INCOME FD INC65.1K shares0.25%2025-09-302025-10-29 CME CME GROUP INC2.4K shares-0.83%2025-09-302025-10-29 MPLX MPLX LP13.0K shares0.00%2025-09-302025-10-29 IWB ISHARES TR1.8K shares0.00%2025-09-302025-10-29 IJH ISHARES TR9.9K shares0.00%2025-09-302025-10-29 UPS UNITED PARCEL SERVICE INC7.7K shares8.43%2025-09-302025-10-29 MCK MCKESSON CORP830 shares0.00%2025-09-302025-10-29 LOB LIVE OAK BANCSHARES INC17.2K shares-9.93%2025-09-302025-10-29 C CITIGROUP INC6.0K shares10.66%2025-09-302025-10-29 ADI ANALOG DEVICES INC2.4K shares-17.83%2025-09-302025-10-29 NVO NOVO-NORDISK A S10.7K shares-76.44%2025-09-302025-10-29 XLF SELECT SECTOR SPDR TR11.0K shares20.34%2025-09-302025-10-29 ECL ECOLAB INC2.1K shares0.00%2025-09-302025-10-29 GILD GILEAD SCIENCES INC5.1K shares5.65%2025-09-302025-10-29 EW EDWARDS LIFESCIENCES CORP7.2K shares0.00%2025-09-302025-10-29 WIA WESTERN ASST INFLTN LKD INM66.2K shares5.17%2025-09-302025-10-29 MDT MEDTRONIC PLC5.7K shares6.30%2025-09-302025-10-29 SKY CHAMPION HOMES INC7.1K shares35.92%2025-09-302025-10-29 RSPT INVESCO EXCHANGE TRADED FD T11.6K shares0.00%2025-09-302025-10-29 PRU PRUDENTIAL FINL INC4.9K shares11.37%2025-09-302025-10-29 SFM SPROUTS FMRS MKT INC4.6K shares0.00%2025-09-302025-10-29 SU SUNCOR ENERGY INC NEW11.8K shares1.39%2025-09-302025-10-29 SCHB SCHWAB STRATEGIC TR19.0K shares0.00%2025-09-302025-10-29 IVW ISHARES TR4.0K shares0.00%2025-09-302025-10-29 EXPO EXPONENT INC7.0K shares0.00%2025-09-302025-10-29 FNDF SCHWAB STRATEGIC TR11.3K shares-2.67%2025-09-302025-10-29 SWKS SKYWORKS SOLUTIONS INC6.3K shares6.73%2025-09-302025-10-29 NQP NUVEEN PENNSYLVANIA QLT MUN40.4K shares-4.44%2025-09-302025-10-29 JHI HANCOCK JOHN INVT TR II34.4K shares5.76%2025-09-302025-10-29 IDXX IDEXX LABS INC750 shares0.00%2025-09-302025-10-29 DLY DOUBLELINE YIELD OPPORTUNITI31.7K shares5.74%2025-09-302025-10-29 FAD FIRST TR EXCHANGE-TRADED ALP3.0K shares0.00%2025-09-302025-10-29 KIO KKR INCOME OPPORTUNITIES FD37.8K shares5.92%2025-09-302025-10-29 KMI KINDER MORGAN INC DEL16.8K shares6.82%2025-09-302025-10-29 GUG GUGGENHEIM ACTIVE ALLOC FD30.5K shares5.76%2025-09-302025-10-29 GE GE AEROSPACE1.6K shares7.27%2025-09-302025-10-29 CRM SALESFORCE INC2.0K shares2.85%2025-09-302025-10-29 TJX TJX COS INC NEW3.3K shares-2.66%2025-09-302025-10-29 PAI WESTERN ASSET INVESTMENT GRA36.6K shares6.03%2025-09-302025-10-29 MAR MARRIOTT INTL INC NEW1.8K shares0.00%2025-09-302025-10-29 AJG GALLAGHER ARTHUR J & CO1.5K shares0.00%2025-09-302025-10-29 DMO WESTERN ASSET MTG DEFINED OP39.1K shares2.40%2025-09-302025-10-29 MPC MARATHON PETE CORP2.4K shares0.00%2025-09-302025-10-29 PDI PIMCO DYNAMIC INCOME FD22.9K shares0.07%2025-09-302025-10-29 PRFZ INVESCO EXCHANGE TRADED FD T10.0K shares-1.69%2025-09-302025-10-29 PSIX POWER SOLUTIONS INTL INC4.6K shares22.34%2025-09-302025-10-29 ANGL VANECK ETF TRUST15.1K shares-0.76%2025-09-302025-10-29 ET ENERGY TRANSFER L P26.2K shares-0.04%2025-09-302025-10-29 NHI NATIONAL HEALTH INVS INC5.6K shares7.85%2025-09-302025-10-29 EPD ENTERPRISE PRODS PARTNERS L14.3K shares26.59%2025-09-302025-10-29 VLO VALERO ENERGY CORP2.6K shares24.10%2025-09-302025-10-29 RY ROYAL BK CDA2.9K shares-0.27%2025-09-302025-10-29 MLI MUELLER INDS INC4.2K shares2.34%2025-09-302025-10-29 ROKU ROKU INC4.2K shares2.61%2025-09-302025-10-29 SCHF SCHWAB STRATEGIC TR17.9K shares0.00%2025-09-302025-10-29 BKNG BOOKING HOLDINGS INC75 shares0.00%2025-09-302025-10-29 GLW CORNING INC4.9K shares4.22%2025-09-302025-10-29 PANW PALO ALTO NETWORKS INC2.0K sharesnew addition2025-09-302025-10-29 PNW PINNACLE WEST CAP CORP4.5K shares7.14%2025-09-302025-10-29 ISTB ISHARES TR8.2K shares0.54%2025-09-302025-10-29 PH PARKER-HANNIFIN CORP515 shares-2.46%2025-09-302025-10-29 D DOMINION ENERGY INC6.4K shares8.50%2025-09-302025-10-29 AFL AFLAC INC3.4K shares0.00%2025-09-302025-10-29 XSMO INVESCO EXCHANGE TRADED FD T5.2K shares0.00%2025-09-302025-10-29 CLX CLOROX CO DEL3.1K shares0.00%2025-09-302025-10-29 WCN WASTE CONNECTIONS INC2.1K shares0.00%2025-09-302025-10-29 QQQX NUVEEN NASDAQ 100 DYNAMIC OV13.6K shares1.22%2025-09-302025-10-29 STZ CONSTELLATION BRANDS INC2.8K shares-85.32%2025-09-302025-10-29 HLIO HELIOS TECHNOLOGIES INC7.1K shares0.00%2025-09-302025-10-29 MMU WESTERN ASSET MANAGED MUNS F35.6K shares37.31%2025-09-302025-10-29 SBUX STARBUCKS CORP4.3K shares0.00%2025-09-302025-10-29 MSI MOTOROLA SOLUTIONS INC800 shares0.00%2025-09-302025-10-29 VO VANGUARD INDEX FDS1.2K shares0.00%2025-09-302025-10-29 VUG VANGUARD INDEX FDS745 sharesnew addition2025-09-302025-10-29 JPSE J P MORGAN EXCHANGE TRADED F7.1K shares0.00%2025-09-302025-10-29 ECF ELLSWORTH GROWTH & INCOME FD30.2K shares0.44%2025-09-302025-10-29 SCHX SCHWAB STRATEGIC TR13.0K shares0.03%2025-09-302025-10-29 DFUV DIMENSIONAL ETF TRUST7.6K shares0.00%2025-09-302025-10-29 CVS CVS HEALTH CORP4.5K shares0.04%2025-09-302025-10-29 MBB ISHARES TR3.5K sharesnew addition2025-09-302025-10-29 VYM VANGUARD WHITEHALL FDS2.4K shares0.00%2025-09-302025-10-29 MSM MSC INDL DIRECT INC3.6K shares10.17%2025-09-302025-10-29 ENB ENBRIDGE INC6.5K shares0.00%2025-09-302025-10-29 NZF NUVEEN MUNICIPAL CREDIT INC25.7K shares-7.30%2025-09-302025-10-29 ETX EATON VANCE MUN INCOME 202816.7K shares-7.18%2025-09-302025-10-29 WFC WELLS FARGO CO NEW3.7K shares-2.27%2025-09-302025-10-29 SJM SMUCKER J M CO2.9K shares0.00%2025-09-302025-10-29 IWM ISHARES TR1.3K sharesnew addition2025-09-302025-10-29 PAA PLAINS ALL AMERN PIPELINE L17.7K shares1.97%2025-09-302025-10-29 KKR KKR & CO INC2.3K shares0.04%2025-09-302025-10-29 DLR DIGITAL RLTY TR INC1.7K shares0.00%2025-09-302025-10-29 ALRS ALERUS FINL CORP13.1K shares0.00%2025-09-302025-10-29 APH AMPHENOL CORP NEW2.3K shares14.73%2025-09-302025-10-29 NSC NORFOLK SOUTHN CORP962 shares0.00%2025-09-302025-10-29 INTC INTEL CORP8.5K sharesnew addition2025-09-302025-10-29 DOW DOW INC12.3K shares-27.98%2025-09-302025-10-29 EZPW EZCORP INC14.8K shares0.00%2025-09-302025-10-29 TXN TEXAS INSTRS INC1.5K shares2.30%2025-09-302025-10-29 CAT CATERPILLAR INC583 shares6.39%2025-09-302025-10-29 ACWX ISHARES TR4.2K shares0.00%2025-09-302025-10-29 CEF SPROTT ASSET MANAGEMENT LP7.4K shares0.00%2025-09-302025-10-29 NEA NUVEEN AMT FREE QLTY MUN INC23.8K sharesnew addition2025-09-302025-10-29 BTT BLACKROCK MUN TARGET TERM TR12.1K shares-10.41%2025-09-302025-10-29 GIS GENERAL MLS INC5.3K shares11.85%2025-09-302025-10-29 VTV VANGUARD INDEX FDS1.4K shares0.00%2025-09-302025-10-29 BHP BHP GROUP LTD4.8K shares13.01%2025-09-302025-10-29 INFL LISTED FDS TR5.9K shares0.07%2025-09-302025-10-29 IBKR INTERACTIVE BROKERS GROUP IN3.8K shares0.00%2025-09-302025-10-29 IREN IREN LIMITED5.5K sharesnew addition2025-09-302025-10-29 DLN WISDOMTREE TR3.0K sharesnew addition2025-09-302025-10-29 ICSH ISHARES TR5.1K shares0.00%2025-09-302025-10-29 SPDW SPDR INDEX SHS FDS6.0K shares0.00%2025-09-302025-10-29 FTNT FORTINET INC3.0K shares0.00%2025-09-302025-10-29 XEL XCEL ENERGY INC3.2K shares0.00%2025-09-302025-10-29 FFWM FIRST FNDTN INC45.7K shares0.00%2025-09-302025-10-29 IWO ISHARES TR790 shares0.00%2025-09-302025-10-29 HSY HERSHEY CO1.4K shares8.00%2025-09-302025-10-29 VV VANGUARD INDEX FDS814 shares0.00%2025-09-302025-10-29 VB VANGUARD INDEX FDS984 shares0.00%2025-09-302025-10-29 MFM MFS MUN INCOME TR46.3K shares-8.99%2025-09-302025-10-29 MUB ISHARES TR2.3K shares-24.11%2025-09-302025-10-29 GEV GE VERNOVA INC398 sharesnew addition2025-09-302025-10-29 MS MORGAN STANLEY1.5K shares0.00%2025-09-302025-10-29 ADMA ADMA BIOLOGICS INC16.3K sharesnew addition2025-09-302025-10-29 JHG JANUS HENDERSON GROUP PLC5.3K sharesnew addition2025-09-302025-10-29 MU MICRON TECHNOLOGY INC1.4K sharesnew addition2025-09-302025-10-29 TBLA TABOOLA.COM LTD68.7K sharesnew addition2025-09-302025-10-29 FDLO FIDELITY COVINGTON TRUST3.5K shares0.00%2025-09-302025-10-29 CL COLGATE PALMOLIVE CO2.9K shares-6.49%2025-09-302025-10-29 OHI OMEGA HEALTHCARE INVS INC5.4K sharesnew addition2025-09-302025-10-29 MHD BLACKROCK MUNIHOLDINGS FD IN19.3K shares-9.68%2025-09-302025-10-29 KVUE KENVUE INC13.8K shares-5.29%2025-09-302025-10-29 BK BANK NEW YORK MELLON CORP2.1K sharesnew addition2025-09-302025-10-29 YUM YUM BRANDS INC1.5K shares0.00%2025-09-302025-10-29 KMB KIMBERLY-CLARK CORP1.8K shares0.00%2025-09-302025-10-29 SPXX NUVEEN S&P 500 DYNAMIC OVERW12.6K shares0.70%2025-09-302025-10-29 SCHG SCHWAB STRATEGIC TR6.9K shares0.00%2025-09-302025-10-29 EOG EOG RES INC1.9K shares0.00%2025-09-302025-10-29 IVE ISHARES TR1.0K shares-8.11%2025-09-302025-10-29 IHF ISHARES TR4.3K shares0.00%2025-09-302025-10-29 MFC MANULIFE FINL CORP6.7K sharesnew addition2025-09-302025-10-29 VLTO VERALTO CORP2.0K sharesnew addition2025-09-302025-10-29 BKT BLACKROCK INCOME TR INC18.3K shares0.77%2025-09-302025-10-29 DSM BNY MELLON STRATEGIC MUN BD33.3K shares-11.23%2025-09-302025-10-29 NUW NUVEEN AMT-FREE MUN VALUE FD13.0K sharesnew addition2025-09-302025-10-29 MPA BLACKROCK MUNIYIELD PA QLTY15.8K shares-12.09%2025-09-302025-10-29 HBAN HUNTINGTON BANCSHARES INC10.3K shares0.00%2025-09-302025-10-29 FLO FLOWERS FOODS INC13.4K shares18.36%2025-09-302025-10-29 RA BROOKFIELD REAL ASSETS INCOM11.5K shares1.72%2025-09-302025-10-29 GTX GARRETT MOTION INC11.1K shares0.00%2025-09-302025-10-29 MVF BLACKROCK MUNIVEST FD INC21.7K shares-13.95%2025-09-302025-10-29 EFR EATON VANCE SR FLTNG RTE TR10.9K shares0.00%2025-09-302025-10-29 PMO PUTNAM MUN OPPORTUNITIES TR10.5K shares-18.77%2025-09-302025-10-29 SNAP SNAP INC13.0K shares0.00%2025-09-302025-10-29 FLWS 1 800 FLOWERS COM INC13.1K shares-9.08%2025-09-302025-10-29 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available