The Analysis of Avidian Wealth Enterprises, LLC's Holdings


Currently, Avidian Wealth Enterprises, LLC holds 579 types of securities in its portfolio with a total value $2.7B. In the most recent quarter, they have increased their positions in SCMB (+1.5M shares, valued at $37.7M), SPYM (+275.9K shares, valued at $21.6M), PZA (+447.5K shares, valued at $10.3M); decreased their positions in VTEB (-752.6K shares, valued at $37.7M), SPSM (-359.4K shares, valued at $16.6M), NVDA (-74.9K shares, valued at $14.0M); initiated new positions in HYD (+63.2K shares, valued at $3.2M), AXON (+1.4K shares, valued at $1.0M), ITA (+4.7K shares, valued at $980.3K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
IVV ISHARES TR618.7K shares2.05%2025-09-302025-10-30history
IEFA ISHARES TR1.9M shares1.24%2025-09-302025-10-30history
NVDA NVIDIA CORPORATION658.0K shares-10.22%2025-09-302025-10-30history
SPYM SPDR SERIES TRUST1.0M shares36.15%2025-09-302025-10-30history
USIG ISHARES TR1.4M shares5.30%2025-09-302025-10-30history
IJH ISHARES TR1.0M shares4.97%2025-09-302025-10-30history
MBB ISHARES TR709.4K shares3.42%2025-09-302025-10-30history
EMXC ISHARES INC951.7K shares0.54%2025-09-302025-10-30history
Sponsored
IWF ISHARES TR123.9K shares-3.39%2025-09-302025-10-30history
SCHR SCHWAB STRATEGIC TR2.1M shares3.91%2025-09-302025-10-30history
IUSB ISHARES TR1.0M shares1.45%2025-09-302025-10-30history
JVAL J P MORGAN EXCHANGE TRADED F996.2K shares3.58%2025-09-302025-10-30history
JQUA J P MORGAN EXCHANGE TRADED F720.7K shares2.77%2025-09-302025-10-30history
NE NOBLE CORP PLC1.5M shares0.00%2025-09-302025-10-30history
AAPL APPLE INC166.4K shares6.08%2025-09-302025-10-30history
SCMB SCHWAB STRATEGIC TR1.5M shares1901.11%2025-09-302025-10-30history
Sponsored
IJR ISHARES TR295.7K shares1.10%2025-09-302025-10-30history
SCHF SCHWAB STRATEGIC TR1.4M shares-0.97%2025-09-302025-10-30history
VOO VANGUARD INDEX FDS52.0K shares0.48%2025-09-302025-10-30history
JCPB J P MORGAN EXCHANGE TRADED F654.2K shares6.75%2025-09-302025-10-30history
SPY SPDR S&P 500 ETF TR38.3K shares3.25%2025-09-302025-10-30history
MSFT MICROSOFT CORP45.4K shares8.29%2025-09-302025-10-30history
XOM EXXON MOBIL CORP201.4K shares0.41%2025-09-302025-10-30history
SPHD INVESCO EXCH TRADED FD TR II447.4K shares2.25%2025-09-302025-10-30history
Sponsored
JMUB J P MORGAN EXCHANGE TRADED F419.3K shares2.43%2025-09-302025-10-30history
IGIB ISHARES TR379.9K shares2.35%2025-09-302025-10-30history
VLUE ISHARES TR147.4K shares-22.50%2025-09-302025-10-30history
AMZN AMAZON COM INC80.5K shares5.91%2025-09-302025-10-30history
IWR ISHARES TR167.5K shares-4.53%2025-09-302025-10-30history
VTEB VANGUARD MUN BD FDS313.7K shares-70.58%2025-09-302025-10-30history
ITM VANECK ETF TRUST319.9K shares0.61%2025-09-302025-10-30history
VO VANGUARD INDEX FDS48.8K shares-9.92%2025-09-302025-10-30history
Sponsored
SCHO SCHWAB STRATEGIC TR577.8K shares2.57%2025-09-302025-10-30history
BBJP J P MORGAN EXCHANGE TRADED F205.6K shares0.56%2025-09-302025-10-30history
FPE FIRST TR EXCH TRADED FD III736.0K shares1.94%2025-09-302025-10-30history
JMST J P MORGAN EXCHANGE TRADED F255.9K shares-39.84%2025-09-302025-10-30history
META META PLATFORMS INC16.1K shares4.99%2025-09-302025-10-30history
IWD ISHARES TR56.3K shares-1.25%2025-09-302025-10-30history
DGRW WISDOMTREE TR126.9K shares7.56%2025-09-302025-10-30history
PZA INVESCO EXCH TRADED FD TR II486.7K shares1139.91%2025-09-302025-10-30history
Sponsored
SCHX SCHWAB STRATEGIC TR425.3K shares-0.25%2025-09-302025-10-30history
BRK.B BERKSHIRE HATHAWAY INC DEL18.9K shares8.23%2025-09-302025-10-30history
TFI SPDR SERIES TRUST203.7K shares-51.06%2025-09-302025-10-30history
TQQQ PROSHARES TR88.5K shares-11.94%2025-09-302025-10-30history
IVE ISHARES TR43.8K shares-0.14%2025-09-302025-10-30history
HEFA ISHARES TR228.2K shares-0.92%2025-09-302025-10-30history
TBIL RBB FD INC180.3K shares14.93%2025-09-302025-10-30history
RDVY FIRST TR EXCHANGE TRADED FD130.3K shares2.20%2025-09-302025-10-30history
Sponsored
SPSM SPDR SERIES TRUST187.9K shares-65.66%2025-09-302025-10-30history
IEMG ISHARES INC131.8K shares3.98%2025-09-302025-10-30history
VEA VANGUARD TAX-MANAGED FDS144.9K shares2.31%2025-09-302025-10-30history
AVGO BROADCOM INC26.0K shares9.21%2025-09-302025-10-30history
GOOGL ALPHABET INC35.0K shares11.49%2025-09-302025-10-30history
DGRO ISHARES TR116.7K shares-0.48%2025-09-302025-10-30history
SPLV INVESCO EXCH TRADED FD TR II106.4K shares3.24%2025-09-302025-10-30history
DOL WISDOMTREE TR121.1K shares-0.32%2025-09-302025-10-30history
Sponsored
EWW ISHARES INC108.6K shares-2.39%2025-09-302025-10-30history
QUAL ISHARES TR37.6K shares2.45%2025-09-302025-10-30history
CVX CHEVRON CORP NEW46.8K shares10.61%2025-09-302025-10-30history
IWM ISHARES TR29.8K shares-9.86%2025-09-302025-10-30history
VEU VANGUARD INTL EQUITY INDEX F98.5K shares-21.00%2025-09-302025-10-30history
VUG VANGUARD INDEX FDS14.3K shares-1.93%2025-09-302025-10-30history
SPTL SPDR SERIES TRUST251.7K shares5.46%2025-09-302025-10-30history
RWO SPDR INDEX SHS FDS145.9K shares1.63%2025-09-302025-10-30history
Sponsored
JPM JPMORGAN CHASE & CO.20.9K shares5.64%2025-09-302025-10-30history
TSLA TESLA INC14.8K shares15.43%2025-09-302025-10-30history
NOBL PROSHARES TR63.8K shares-0.19%2025-09-302025-10-30history
IWO ISHARES TR19.8K shares-25.92%2025-09-302025-10-30history
DYNF BLACKROCK ETF TRUST105.9K shares44.92%2025-09-302025-10-30history
GSLC GOLDMAN SACHS ETF TR47.7K shares-0.13%2025-09-302025-10-30history
AGG ISHARES TR60.5K shares-3.41%2025-09-302025-10-30history
INDA ISHARES TR112.8K shares3.02%2025-09-302025-10-30history
Sponsored
EFA ISHARES TR60.5K shares-19.35%2025-09-302025-10-30history
IVW ISHARES TR45.5K shares17.94%2025-09-302025-10-30history
HD HOME DEPOT INC13.5K shares0.96%2025-09-302025-10-30history
GOOG ALPHABET INC21.8K shares5.82%2025-09-302025-10-30history
NVDY TIDAL TRUST II312.7K shares49.26%2025-09-302025-10-30history
MGK VANGUARD WORLD FD12.9K shares-34.38%2025-09-302025-10-30history
IYW ISHARES TR25.8K shares-20.32%2025-09-302025-10-30history
FNDX SCHWAB STRATEGIC TR187.6K shares0.55%2025-09-302025-10-30history
Sponsored
VGT VANGUARD WORLD FD6.5K shares-9.48%2025-09-302025-10-30history
SCHD SCHWAB STRATEGIC TR176.4K shares0.45%2025-09-302025-10-30history
IWB ISHARES TR13.0K shares-44.68%2025-09-302025-10-30history
BGIG ETF SER SOLUTIONS146.2K shares102.14%2025-09-302025-10-30history
VBR VANGUARD INDEX FDS22.5K shares-12.06%2025-09-302025-10-30history
HYMB SPDR SERIES TRUST182.2K shares-39.15%2025-09-302025-10-30history
EFV ISHARES TR63.7K shares-8.79%2025-09-302025-10-30history
WMT WALMART INC40.3K shares2.87%2025-09-302025-10-30history
Sponsored
MUB ISHARES TR38.8K shares-1.99%2025-09-302025-10-30history
USFR WISDOMTREE TR81.2K shares-3.03%2025-09-302025-10-30history
LLY ELI LILLY & CO5.3K shares9.97%2025-09-302025-10-30history
PLTR PALANTIR TECHNOLOGIES INC22.0K shares7.75%2025-09-302025-10-30history
ABBV ABBVIE INC17.1K shares7.25%2025-09-302025-10-30history
JNJ JOHNSON & JOHNSON19.8K shares6.63%2025-09-302025-10-30history
DFIV DIMENSIONAL ETF TRUST78.3K shares11.78%2025-09-302025-10-30history
SUB ISHARES TR33.0K shares0.34%2025-09-302025-10-30history
Sponsored
VWO VANGUARD INTL EQUITY INDEX F65.1K shares-30.16%2025-09-302025-10-30history
GLD SPDR GOLD TR9.9K shares26.32%2025-09-302025-10-30history
PHYS SPROTT ASSET MANAGEMENT LP117.1K shares26.62%2025-09-302025-10-30history
VTV VANGUARD INDEX FDS18.5K shares-15.43%2025-09-302025-10-30history
QQQ INVESCO QQQ TR5.6K shares-8.26%2025-09-302025-10-30history
HYD VANECK ETF TRUST63.2K sharesnew addition2025-09-302025-10-30history
IBIT ISHARES BITCOIN TRUST ETF48.3K shares19.07%2025-09-302025-10-30history
V VISA INC9.0K shares8.46%2025-09-302025-10-30history
Sponsored
XLG INVESCO EXCHANGE TRADED FD T53.5K shares111.68%2025-09-302025-10-30history
IJS ISHARES TR25.7K shares-31.05%2025-09-302025-10-30history
ORCL ORACLE CORP10.1K shares-5.88%2025-09-302025-10-30history
ICSH ISHARES TR55.7K shares19.80%2025-09-302025-10-30history
VUSB VANGUARD BD INDEX FDS55.7K shares18.53%2025-09-302025-10-30history
VCSH VANGUARD SCOTTSDALE FDS34.7K shares2.51%2025-09-302025-10-30history
MPC MARATHON PETE CORP14.1K shares0.66%2025-09-302025-10-30history
PG PROCTER AND GAMBLE CO17.0K shares3.55%2025-09-302025-10-30history
Sponsored
NFLX NETFLIX INC2.2K shares20.86%2025-09-302025-10-30history
BX BLACKSTONE INC15.2K shares0.69%2025-09-302025-10-30history
SCHZ SCHWAB STRATEGIC TR109.3K shares21.93%2025-09-302025-10-30history
JEPQ J P MORGAN EXCHANGE TRADED F43.9K shares10.12%2025-09-302025-10-30history
PEP PEPSICO INC17.9K shares8.23%2025-09-302025-10-30history
VTI VANGUARD INDEX FDS7.6K shares3.75%2025-09-302025-10-30history
VIGI VANGUARD WHITEHALL FDS27.7K shares0.04%2025-09-302025-10-30history
ACWI ISHARES TR17.8K shares-1.04%2025-09-302025-10-30history
Sponsored
EPD ENTERPRISE PRODS PARTNERS L76.5K shares1.58%2025-09-302025-10-30history
IBM INTERNATIONAL BUSINESS MACHS8.3K shares3.44%2025-09-302025-10-30history
SGOV ISHARES TR23.0K shares-1.55%2025-09-302025-10-30history
TSM TAIWAN SEMICONDUCTOR MFG LTD8.2K shares10.53%2025-09-302025-10-30history
FDL FIRST TR EXCHANGE-TRADED FD52.5K shares0.00%2025-09-302025-10-30history
SPMO INVESCO EXCH TRADED FD TR II18.8K shares10.47%2025-09-302025-10-30history
BAI BLACKROCK ETF TRUST65.5K shares175.69%2025-09-302025-10-30history
MCD MCDONALDS CORP7.3K shares4.40%2025-09-302025-10-30history
Sponsored
GSIE GOLDMAN SACHS ETF TR53.7K shares-2.69%2025-09-302025-10-30history
SCHA SCHWAB STRATEGIC TR78.0K shares0.41%2025-09-302025-10-30history
IYE ISHARES TR45.3K shares-0.62%2025-09-302025-10-30history
SCHG SCHWAB STRATEGIC TR67.2K shares-0.97%2025-09-302025-10-30history
RTX RTX CORPORATION12.7K shares9.06%2025-09-302025-10-30history
THRO BLACKROCK ETF TRUST55.6K shares28.33%2025-09-302025-10-30history
COWZ PACER FDS TR36.5K shares2.17%2025-09-302025-10-30history
IGSB ISHARES TR39.5K shares-5.66%2025-09-302025-10-30history
Sponsored
XLK SELECT SECTOR SPDR TR7.4K shares0.97%2025-09-302025-10-30history
T AT&T INC73.6K shares6.85%2025-09-302025-10-30history
KO COCA COLA CO30.7K shares2.01%2025-09-302025-10-30history
CAT CATERPILLAR INC4.2K shares1.69%2025-09-302025-10-30history
TMFC RBB FD INC28.4K shares0.11%2025-09-302025-10-30history
VYM VANGUARD WHITEHALL FDS14.1K shares-31.58%2025-09-302025-10-30history
COP CONOCOPHILLIPS20.8K shares2.25%2025-09-302025-10-30history
ESGU ISHARES TR13.3K shares0.12%2025-09-302025-10-30history
Sponsored
XLY SELECT SECTOR SPDR TR8.0K shares-8.14%2025-09-302025-10-30history
DFAS DIMENSIONAL ETF TRUST27.9K shares0.79%2025-09-302025-10-30history
IWV ISHARES TR5.0K shares0.10%2025-09-302025-10-30history
ET ENERGY TRANSFER L P108.4K shares6.62%2025-09-302025-10-30history
ETN EATON CORP PLC5.0K shares16.81%2025-09-302025-10-30history
DFLV DIMENSIONAL ETF TRUST56.4K shares0.00%2025-09-302025-10-30history
DFAI DIMENSIONAL ETF TRUST50.1K shares-0.43%2025-09-302025-10-30history
MS MORGAN STANLEY11.4K shares8.56%2025-09-302025-10-30history
Sponsored
XTEN BONDBLOXX ETF TRUST38.8K shares18.48%2025-09-302025-10-30history
CSCO CISCO SYS INC26.3K shares6.04%2025-09-302025-10-30history
AMLP ALPS ETF TR37.5K shares51.54%2025-09-302025-10-30history
LIN LINDE PLC3.7K shares6.15%2025-09-302025-10-30history
DIS DISNEY WALT CO15.2K shares-5.01%2025-09-302025-10-30history
AMGN AMGEN INC6.1K shares5.58%2025-09-302025-10-30history
IFRA ISHARES TR32.2K shares0.02%2025-09-302025-10-30history
JPST J P MORGAN EXCHANGE TRADED F33.3K shares36.13%2025-09-302025-10-30history
Sponsored
RSP INVESCO EXCHANGE TRADED FD T8.8K shares-4.63%2025-09-302025-10-30history
BSV VANGUARD BD INDEX FDS21.1K shares9.10%2025-09-302025-10-30history
SHEL SHELL PLC23.2K shares-3.21%2025-09-302025-10-30history
OEF ISHARES TR5.0K shares121.18%2025-09-302025-10-30history
COST COSTCO WHSL CORP NEW1.8K shares6.41%2025-09-302025-10-30history
JEPI J P MORGAN EXCHANGE TRADED F28.7K shares3.64%2025-09-302025-10-30history
BINC BLACKROCK ETF TRUST II29.0K shares12.84%2025-09-302025-10-30history
BAC BANK AMERICA CORP29.8K shares5.14%2025-09-302025-10-30history
Sponsored
SMH VANECK ETF TRUST4.7K shares2.77%2025-09-302025-10-30history
MA MASTERCARD INCORPORATED2.7K shares20.00%2025-09-302025-10-30history
PFXF VANECK ETF TRUST86.4K shares3.69%2025-09-302025-10-30history
VV VANGUARD INDEX FDS4.9K shares2.64%2025-09-302025-10-30history
MDT MEDTRONIC PLC15.4K shares5.95%2025-09-302025-10-30history
XLE SELECT SECTOR SPDR TR15.9K shares-11.88%2025-09-302025-10-30history
KMI KINDER MORGAN INC DEL50.2K shares14.50%2025-09-302025-10-30history
FBND FIDELITY MERRIMACK STR TR30.1K shares98.91%2025-09-302025-10-30history
Sponsored
SCHV SCHWAB STRATEGIC TR47.4K shares0.00%2025-09-302025-10-30history
HON HONEYWELL INTL INC6.5K shares6.29%2025-09-302025-10-30history
VLO VALERO ENERGY CORP8.0K shares20.77%2025-09-302025-10-30history
QQQM INVESCO EXCH TRADED FD TR II5.5K shares152.51%2025-09-302025-10-30history
XLC SELECT SECTOR SPDR TR11.3K shares-1.55%2025-09-302025-10-30history
ICF ISHARES TR21.3K shares-2.13%2025-09-302025-10-30history
MRK MERCK & CO INC15.4K shares12.38%2025-09-302025-10-30history
IXN ISHARES TR12.5K shares-10.83%2025-09-302025-10-30history
Sponsored
PSX PHILLIPS 669.3K shares-4.05%2025-09-302025-10-30history
BXSL BLACKSTONE SECD LENDING FD48.3K shares-14.45%2025-09-302025-10-30history
ABT ABBOTT LABS9.3K shares5.89%2025-09-302025-10-30history
STX SEAGATE TECHNOLOGY HLDNGS PL5.3K shares3.31%2025-09-302025-10-30history
ITOT ISHARES TR8.5K shares-3.74%2025-09-302025-10-30history
DBEF DBX ETF TR26.4K shares-5.09%2025-09-302025-10-30history
IAU ISHARES GOLD TR16.6K shares7.96%2025-09-302025-10-30history
BA BOEING CO5.6K shares28.60%2025-09-302025-10-30history
Sponsored
MO ALTRIA GROUP INC18.1K shares9.31%2025-09-302025-10-30history
SCZ ISHARES TR15.5K shares-4.93%2025-09-302025-10-30history
QCOM QUALCOMM INC7.1K shares11.81%2025-09-302025-10-30history
MINT PIMCO ETF TR11.8K shares8.64%2025-09-302025-10-30history
GILD GILEAD SCIENCES INC10.6K shares5.08%2025-09-302025-10-30history
GD GENERAL DYNAMICS CORP3.4K shares2.30%2025-09-302025-10-30history
UNH UNITEDHEALTH GROUP INC3.4K shares94.41%2025-09-302025-10-30history
EEM ISHARES TR21.8K shares-10.86%2025-09-302025-10-30history
Sponsored
FNDF SCHWAB STRATEGIC TR26.7K shares-53.75%2025-09-302025-10-30history
BIV VANGUARD BD INDEX FDS14.4K shares11.43%2025-09-302025-10-30history
UL UNILEVER PLC18.7K shares1.57%2025-09-302025-10-30history
VIG VANGUARD SPECIALIZED FUNDS5.1K shares46.88%2025-09-302025-10-30history
BABA ALIBABA GROUP HLDG LTD6.2K shares16.50%2025-09-302025-10-30history
GLDM WORLD GOLD TR14.3K shares68.35%2025-09-302025-10-30history
UPS UNITED PARCEL SERVICE INC13.0K shares-1.15%2025-09-302025-10-30history
XLF SELECT SECTOR SPDR TR19.9K shares-8.73%2025-09-302025-10-30history
Sponsored
LMT LOCKHEED MARTIN CORP2.2K shares-1.47%2025-09-302025-10-30history
SSO PROSHARES TR9.5K shares0.04%2025-09-302025-10-30history
SCHY SCHWAB STRATEGIC TR38.1K shares0.00%2025-09-302025-10-30history
SYK STRYKER CORPORATION2.8K shares5.41%2025-09-302025-10-30history
WMB WILLIAMS COS INC16.6K shares-0.41%2025-09-302025-10-30history
JAAA JANUS DETROIT STR TR20.4K shares11.76%2025-09-302025-10-30history
PSLV SPROTT ASSET MANAGEMENT LP65.8K shares26.81%2025-09-302025-10-30history
BLK BLACKROCK INC882 shares6.01%2025-09-302025-10-30history
Sponsored
IAGG ISHARES TR20.1K shares15.54%2025-09-302025-10-30history
TXN TEXAS INSTRS INC5.5K shares18.20%2025-09-302025-10-30history
NVS NOVARTIS AG7.9K shares2.30%2025-09-302025-10-30history
AXON AXON ENTERPRISE INC1.4K sharesnew addition2025-09-302025-10-30history
SBUX STARBUCKS CORP11.8K shares6.79%2025-09-302025-10-30history
SDVY FIRST TR EXCHANGE-TRADED FD26.2K shares0.48%2025-09-302025-10-30history
CAH CARDINAL HEALTH INC6.3K shares1.22%2025-09-302025-10-30history
BP BP PLC28.6K shares5.99%2025-09-302025-10-30history
Sponsored
ASML ASML HOLDING N V1.0K shares3.26%2025-09-302025-10-30history
ITA ISHARES TR4.7K sharesnew addition2025-09-302025-10-30history
GE GE AEROSPACE3.2K shares11.66%2025-09-302025-10-30history
TJX TJX COS INC NEW6.7K shares9.64%2025-09-302025-10-30history
AMD ADVANCED MICRO DEVICES INC5.9K shares14.65%2025-09-302025-10-30history
DFAT DIMENSIONAL ETF TRUST16.5K shares0.10%2025-09-302025-10-30history
VXUS VANGUARD STAR FDS13.0K shares8.03%2025-09-302025-10-30history
GDEC FIRST TR EXCHNG TRADED FD VI26.1K shares0.00%2025-09-302025-10-30history
Sponsored
NEE NEXTERA ENERGY INC12.5K shares22.44%2025-09-302025-10-30history
SHLD GLOBAL X FDS13.3K sharesnew addition2025-09-302025-10-30history
PANW PALO ALTO NETWORKS INC4.6K shares8.61%2025-09-302025-10-30history
EFG ISHARES TR8.1K shares-58.20%2025-09-302025-10-30history
BND VANGUARD BD INDEX FDS12.4K shares0.99%2025-09-302025-10-30history
VBK VANGUARD INDEX FDS3.1K shares0.06%2025-09-302025-10-30history
FTEC FIDELITY COVINGTON TRUST4.1K shares0.00%2025-09-302025-10-30history
APH AMPHENOL CORP NEW7.2K shares5.62%2025-09-302025-10-30history
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IEI ISHARES TR7.4K shares-0.16%2025-09-302025-10-30history
VCIT VANGUARD SCOTTSDALE FDS10.2K shares-4.16%2025-09-302025-10-30history
AEM AGNICO EAGLE MINES LTD5.1K shares64.49%2025-09-302025-10-30history
FEZ SPDR INDEX SHS FDS13.9K shares24.39%2025-09-302025-10-30history
RDVI FIRST TR EXCHANGE-TRADED FD32.9K shares0.32%2025-09-302025-10-30history
PAVE GLOBAL X FDS17.6K shares-13.65%2025-09-302025-10-30history
AXP AMERICAN EXPRESS CO2.5K shares11.70%2025-09-302025-10-30history
PSA PUBLIC STORAGE OPER CO2.9K shares3.03%2025-09-302025-10-30history
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ED CONSOLIDATED EDISON INC8.3K shares0.99%2025-09-302025-10-30history
DUK DUKE ENERGY CORP NEW6.7K shares48.53%2025-09-302025-10-30history
TLTW ISHARES TR35.5K shares0.00%2025-09-302025-10-30history
CI THE CIGNA GROUP2.9K shares-21.13%2025-09-302025-10-30history
OKE ONEOK INC NEW11.3K shares4.13%2025-09-302025-10-30history
NVO NOVO-NORDISK A S14.8K shares24.07%2025-09-302025-10-30history
VMI VALMONT INDS INC2.1K shares-7.48%2025-09-302025-10-30history
AEE AMEREN CORP7.8K shares2.20%2025-09-302025-10-30history
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SCHM SCHWAB STRATEGIC TR27.5K shares-5.17%2025-09-302025-10-30history
GJUL FIRST TR EXCHNG TRADED FD VI19.8K shares0.00%2025-09-302025-10-30history
IXJ ISHARES TR9.1K shares-10.08%2025-09-302025-10-30history
SOC SABLE OFFSHORE CORP45.9K shares0.43%2025-09-302025-10-30history
ADM ARCHER DANIELS MIDLAND CO13.2K shares0.87%2025-09-302025-10-30history
URA GLOBAL X FDS16.4K sharesnew addition2025-09-302025-10-30history
EG EVEREST GROUP LTD2.2K shares-0.22%2025-09-302025-10-30history
APP APPLOVIN CORP1.1K shares76.30%2025-09-302025-10-30history
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WFC WELLS FARGO CO NEW9.2K shares4.71%2025-09-302025-10-30history
SGOL ETFS GOLD TR20.9K shares0.00%2025-09-302025-10-30history
LRCX LAM RESEARCH CORP5.8K shares0.24%2025-09-302025-10-30history
NEM NEWMONT CORP9.1K shares-42.07%2025-09-302025-10-30history
UAL UNITED AIRLS HLDGS INC8.0K shares1.78%2025-09-302025-10-30history
FLOT ISHARES TR15.0K shares0.32%2025-09-302025-10-30history
CSX CSX CORP21.5K shares-6.54%2025-09-302025-10-30history
BTI BRITISH AMERN TOB PLC14.3K shares4.86%2025-09-302025-10-30history
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GPIQ GOLDMAN SACHS ETF TR14.4K sharesnew addition2025-09-302025-10-30history
GPIX GOLDMAN SACHS ETF TR14.4K sharesnew addition2025-09-302025-10-30history
UNP UNION PAC CORP3.2K shares17.77%2025-09-302025-10-30history
SPYI NEOS ETF TRUST14.3K sharesnew addition2025-09-302025-10-30history
C CITIGROUP INC7.4K shares12.43%2025-09-302025-10-30history
AFL AFLAC INC6.7K shares1.93%2025-09-302025-10-30history
FSLR FIRST SOLAR INC3.4K shares0.66%2025-09-302025-10-30history
ORI OLD REP INTL CORP17.4K shares58.28%2025-09-302025-10-30history
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TLT ISHARES TR8.3K shares105.29%2025-09-302025-10-30history
CL COLGATE PALMOLIVE CO9.1K shares1.82%2025-09-302025-10-30history
SCHB SCHWAB STRATEGIC TR28.1K shares-43.58%2025-09-302025-10-30history
WM WASTE MGMT INC DEL3.3K shares7.50%2025-09-302025-10-30history
BBCA J P MORGAN EXCHANGE TRADED F8.2K shares0.48%2025-09-302025-10-30history
ARKK ARK ETF TR8.2K shares0.00%2025-09-302025-10-30history
OBDC BLUE OWL CAPITAL CORPORATION55.2K shares2.29%2025-09-302025-10-30history
ZTS ZOETIS INC4.8K shares-9.74%2025-09-302025-10-30history
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VZ VERIZON COMMUNICATIONS INC15.8K shares9.90%2025-09-302025-10-30history
HSY HERSHEY CO3.7K shares-4.49%2025-09-302025-10-30history
LOW LOWES COS INC2.7K shares15.22%2025-09-302025-10-30history
PM PHILIP MORRIS INTL INC4.2K shares4.10%2025-09-302025-10-30history
CHRD CHORD ENERGY CORPORATION6.9K shares28.49%2025-09-302025-10-30history
IVLU ISHARES TR19.3K shares0.00%2025-09-302025-10-30history
NXPI NXP SEMICONDUCTORS N V3.0K shares1.90%2025-09-302025-10-30history
USMV ISHARES TR7.2K shares-3.03%2025-09-302025-10-30history
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ALL ALLSTATE CORP3.2K shares-8.89%2025-09-302025-10-30history
TLH ISHARES TR6.5K shares2.44%2025-09-302025-10-30history
IEF ISHARES TR6.9K shares5.44%2025-09-302025-10-30history
TMUS T-MOBILE US INC2.8K shares5.99%2025-09-302025-10-30history
PFF ISHARES TR21.0K shares7.87%2025-09-302025-10-30history
EOG EOG RES INC5.9K shares2.51%2025-09-302025-10-30history
SPHQ INVESCO EXCHANGE TRADED FD T9.0K shares-0.31%2025-09-302025-10-30history
SCHI SCHWAB STRATEGIC TR28.4K sharesnew addition2025-09-302025-10-30history
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ADBE ADOBE INC1.8K shares-8.74%2025-09-302025-10-30history
AWK AMERICAN WTR WKS CO INC NEW4.7K sharesnew addition2025-09-302025-10-30history
PRU PRUDENTIAL FINL INC6.2K shares2.35%2025-09-302025-10-30history
VMBS VANGUARD SCOTTSDALE FDS13.7K shares13.10%2025-09-302025-10-30history
USB US BANCORP DEL13.3K shares8.78%2025-09-302025-10-30history
AZO AUTOZONE INC149 shares30.70%2025-09-302025-10-30history
ISTB ISHARES TR13.1K shares24.63%2025-09-302025-10-30history
VT VANGUARD INTL EQUITY INDEX F4.6K shares4.11%2025-09-302025-10-30history
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FAB FIRST TR EXCHANGE-TRADED ALP7.2K shares0.33%2025-09-302025-10-30history
DASH DOORDASH INC2.3K shares7.01%2025-09-302025-10-30history
VB VANGUARD INDEX FDS2.5K shares-1.67%2025-09-302025-10-30history
VSS VANGUARD INTL EQUITY INDEX F4.4K shares-20.23%2025-09-302025-10-30history
FDLO FIDELITY COVINGTON TRUST9.6K shares-1.07%2025-09-302025-10-30history
HYG ISHARES TR7.7K shares6.37%2025-09-302025-10-30history
AVEM AMERICAN CENTY ETF TR8.3K sharesnew addition2025-09-302025-10-30history
KNG FIRST TR EXCHANGE-TRADED FD12.6K shares-6.81%2025-09-302025-10-30history
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UBER UBER TECHNOLOGIES INC6.3K shares2.62%2025-09-302025-10-30history
FMUN FIDELITY MERRIMACK STR TR12.4K shares5.20%2025-09-302025-10-30history
ACN ACCENTURE PLC IRELAND2.5K shares-13.84%2025-09-302025-10-30history
DE DEERE & CO1.3K shares4.82%2025-09-302025-10-30history
NOC NORTHROP GRUMMAN CORP1.0K shares8.39%2025-09-302025-10-30history
GDX VANECK ETF TRUST8.0K shares3.29%2025-09-302025-10-30history
FMUB FIDELITY MERRIMACK STR TR12.0K sharesnew addition2025-09-302025-10-30history
COF CAPITAL ONE FINL CORP2.9K shares5.02%2025-09-302025-10-30history
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SUSB ISHARES TR23.9K shares27.90%2025-09-302025-10-30history
K KELLANOVA7.4K shares-0.18%2025-09-302025-10-30history
TMO THERMO FISHER SCIENTIFIC INC1.2K shares14.70%2025-09-302025-10-30history
PAYX PAYCHEX INC4.7K shares-2.87%2025-09-302025-10-30history
AON AON PLC1.7K shares1.60%2025-09-302025-10-30history
MCO MOODYS CORP1.2K shares24.90%2025-09-302025-10-30history
BMY BRISTOL-MYERS SQUIBB CO13.0K shares0.49%2025-09-302025-10-30history
RIO RIO TINTO PLC8.7K shares25.05%2025-09-302025-10-30history
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SEPW AIM ETF PRODUCTS TRUST18.3K sharesnew addition2025-09-302025-10-30history
SCHW SCHWAB CHARLES CORP6.0K shares10.53%2025-09-302025-10-30history
AEP AMERICAN ELEC PWR CO INC5.1K shares8.85%2025-09-302025-10-30history
MMM 3M CO3.7K shares-1.42%2025-09-302025-10-30history
DXPE DXP ENTERPRISES INC4.8K shares0.00%2025-09-302025-10-30history
SLB SCHLUMBERGER LTD16.3K shares6.97%2025-09-302025-10-30history
SVOL SIMPLIFY EXCHANGE TRADED FUN31.1K shares0.00%2025-09-302025-10-30history
RCL ROYAL CARIBBEAN GROUP1.7K shares6.50%2025-09-302025-10-30history
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IJT ISHARES TR3.9K shares0.08%2025-09-302025-10-30history
IBDQ ISHARES TR21.9K shares1.72%2025-09-302025-10-30history
KMB KIMBERLY-CLARK CORP4.4K shares-32.01%2025-09-302025-10-30history
LQD ISHARES TR4.9K shares3.07%2025-09-302025-10-30history
XLP SELECT SECTOR SPDR TR7.0K shares-8.81%2025-09-302025-10-30history
CRM SALESFORCE INC2.3K shares3.96%2025-09-302025-10-30history
CGMU CAPITAL GRP FIXED INCM ETF T20.0K shares0.00%2025-09-302025-10-30history
VCLT VANGUARD SCOTTSDALE FDS6.9K shares1.45%2025-09-302025-10-30history
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CME CME GROUP INC2.0K shares8.67%2025-09-302025-10-30history
SO SOUTHERN CO5.6K shares19.95%2025-09-302025-10-30history
PFE PFIZER INC20.9K shares4.79%2025-09-302025-10-30history
SPSB SPDR SERIES TRUST17.5K shares0.55%2025-09-302025-10-30history
RGLD ROYAL GOLD INC2.6K shares2.29%2025-09-302025-10-30history
GEV GE VERNOVA INC860 shares10.97%2025-09-302025-10-30history
DHR DANAHER CORPORATION2.7K shares-9.31%2025-09-302025-10-30history
CWB SPDR SERIES TRUST5.8K shares17.48%2025-09-302025-10-30history
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XLV SELECT SECTOR SPDR TR3.7K shares20.93%2025-09-302025-10-30history
GSY INVESCO ACTIVELY MANAGED EXC10.2K shares-3.74%2025-09-302025-10-30history
BKNG BOOKING HOLDINGS INC94 shares17.50%2025-09-302025-10-30history
GSST GOLDMAN SACHS ETF TR9.9K shares0.00%2025-09-302025-10-30history
STEL STELLAR BANCORP INC16.6K shares0.21%2025-09-302025-10-30history
PULS PGIM ETF TR10.1K shares0.00%2025-09-302025-10-30history
MTUM ISHARES TR1.9K shares53.30%2025-09-302025-10-30history
VRTX VERTEX PHARMACEUTICALS INC1.3K shares5.45%2025-09-302025-10-30history
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CB CHUBB LIMITED1.7K shares0.40%2025-09-302025-10-30history
FANG DIAMONDBACK ENERGY INC3.4K shares8.52%2025-09-302025-10-30history
SMLF ISHARES TR6.6K shares2.17%2025-09-302025-10-30history
DFAC DIMENSIONAL ETF TRUST12.6K shares0.17%2025-09-302025-10-30history
CRWD CROWDSTRIKE HLDGS INC985 shares4.68%2025-09-302025-10-30history
SPVU INVESCO EXCH TRADED FD TR II8.7K shares-0.29%2025-09-302025-10-30history
JTEK J P MORGAN EXCHANGE TRADED F5.2K shares-0.88%2025-09-302025-10-30history
PAA PLAINS ALL AMERN PIPELINE L28.0K shares0.00%2025-09-302025-10-30history
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CVS CVS HEALTH CORP6.3K shares3.52%2025-09-302025-10-30history
ES EVERSOURCE ENERGY6.6K shares6.78%2025-09-302025-10-30history
FFIN FIRST FINL BANKSHARES INC13.9K shares0.41%2025-09-302025-10-30history
INTC INTEL CORP14.0K shares27.74%2025-09-302025-10-30history
LNG CHENIERE ENERGY INC2.0K shares8.74%2025-09-302025-10-30history
VTES VANGUARD WELLINGTON FD4.6K shares27.78%2025-09-302025-10-30history
GAPR FIRST TR EXCHNG TRADED FD VI11.9K shares0.00%2025-09-302025-10-30history
RSPH INVESCO EXCHANGE TRADED FD T15.6K shares0.00%2025-09-302025-10-30history
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CHRW C H ROBINSON WORLDWIDE INC3.5K shares-10.60%2025-09-302025-10-30history
MSI MOTOROLA SOLUTIONS INC1.0K shares-4.03%2025-09-302025-10-30history
SHOP SHOPIFY INC3.1K shares-12.17%2025-09-302025-10-30history
PAGP PLAINS GP HLDGS L P24.9K shares18.42%2025-09-302025-10-30history
YMAR FIRST TR EXCHNG TRADED FD VI17.3K shares0.00%2025-09-302025-10-30history
STIP ISHARES TR4.4K shares-1.42%2025-09-302025-10-30history
WSO WATSCO INC1.1K shares0.99%2025-09-302025-10-30history
ISRG INTUITIVE SURGICAL INC1.0K shares-0.20%2025-09-302025-10-30history
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IEV ISHARES TR6.8K shares0.00%2025-09-302025-10-30history
HAL HALLIBURTON CO18.2K shares6.90%2025-09-302025-10-30history
ENB ENBRIDGE INC8.7K shares18.89%2025-09-302025-10-30history
PNC PNC FINL SVCS GROUP INC2.2K shares13.91%2025-09-302025-10-30history
ITW ILLINOIS TOOL WKS INC1.7K shares-12.15%2025-09-302025-10-30history
ADP AUTOMATIC DATA PROCESSING IN1.5K shares-3.96%2025-09-302025-10-30history
LHX L3HARRIS TECHNOLOGIES INC1.4K shares4.95%2025-09-302025-10-30history
FSTA FIDELITY COVINGTON TRUST8.6K shares0.00%2025-09-302025-10-30history
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NEAR ISHARES U S ETF TR8.2K shares-0.17%2025-09-302025-10-30history
BHP BHP GROUP LTD7.6K shares-7.74%2025-09-302025-10-30history
EMR EMERSON ELEC CO3.2K shares4.42%2025-09-302025-10-30history
ARKB ARK 21SHARES BITCOIN ETF11.0K shares0.00%2025-09-302025-10-30history
IYG ISHARES TR4.7K shares0.02%2025-09-302025-10-30history
NOW SERVICENOW INC453 shares2.49%2025-09-302025-10-30history
BIL SPDR SERIES TRUST4.5K shares-8.84%2025-09-302025-10-30history
AMAT APPLIED MATLS INC2.0K shares4.70%2025-09-302025-10-30history
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SLV ISHARES SILVER TR9.5K sharesnew addition2025-09-302025-10-30history
GHYB GOLDMAN SACHS ETF TR8.8K shares18.15%2025-09-302025-10-30history
FTBD FIDELITY MERRIMACK STR TR8.0K sharesnew addition2025-09-302025-10-30history
GIGB GOLDMAN SACHS ETF TR8.6K shares17.45%2025-09-302025-10-30history
ADI ANALOG DEVICES INC1.6K shares33.58%2025-09-302025-10-30history
GPC GENUINE PARTS CO2.9K shares10.71%2025-09-302025-10-30history
IMKTA INGLES MKTS INC5.7K shares-6.59%2025-09-302025-10-30history
BSM BLACK STONE MINERALS L P30.0K shares3.45%2025-09-302025-10-30history
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NFJ VIRTUS DIVIDEND INTEREST & P30.0K shares0.00%2025-09-302025-10-30history
YJUN FIRST TR EXCHNG TRADED FD VI15.5K shares0.00%2025-09-302025-10-30history
IBHF ISHARES TR16.5K shares32.67%2025-09-302025-10-30history
AVUV AMERICAN CENTY ETF TR3.9K shares-7.87%2025-09-302025-10-30history
IBDR ISHARES TR15.7K shares2.37%2025-09-302025-10-30history
CMCSA COMCAST CORP NEW12.1K shares22.55%2025-09-302025-10-30history
TGT TARGET CORP4.2K shares1.05%2025-09-302025-10-30history
BSX BOSTON SCIENTIFIC CORP3.8K shares12.72%2025-09-302025-10-30history
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HPI HANCOCK JOHN PFD INCOME FD21.0K shares0.00%2025-09-302025-10-30history
MUSA MURPHY USA INC937 shares18.01%2025-09-302025-10-30history
HCA HCA HEALTHCARE INC854 shares8.65%2025-09-302025-10-30history
SHW SHERWIN WILLIAMS CO1.0K shares9.28%2025-09-302025-10-30history
MU MICRON TECHNOLOGY INC2.2K sharesnew addition2025-09-302025-10-30history
INTU INTUIT531 shares9.71%2025-09-302025-10-30history
FBTC FIDELITY WISE ORIGIN BITCOIN3.6K sharesnew addition2025-09-302025-10-30history
GS GOLDMAN SACHS GROUP INC444 shares31.36%2025-09-302025-10-30history
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VCR VANGUARD WORLD FD890 shares0.45%2025-09-302025-10-30history
CMI CUMMINS INC835 shares8.72%2025-09-302025-10-30history
YDEC FIRST TR EXCHNG TRADED FD VI13.7K shares0.00%2025-09-302025-10-30history
SHY ISHARES TR4.2K shares-0.10%2025-09-302025-10-30history
AIQ GLOBAL X FDS7.0K sharesnew addition2025-09-302025-10-30history
PXF INVESCO EXCH TRADED FD TR II5.7K shares-0.70%2025-09-302025-10-30history
RSJN FIRST TR EXCHNG TRADED FD VI10.1K shares0.00%2025-09-302025-10-30history
XYZ BLOCK INC4.7K shares6.54%2025-09-302025-10-30history
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USHY ISHARES TR9.0K shares-29.64%2025-09-302025-10-30history
SPG SIMON PPTY GROUP INC NEW1.8K shares17.54%2025-09-302025-10-30history
SUN SUNOCO LP/SUNOCO FIN CORP6.8K shares0.35%2025-09-302025-10-30history
RMM RIVERNORTH MANAGED DUR MUN I24.0K shares0.00%2025-09-302025-10-30history
FCX FREEPORT-MCMORAN INC8.6K sharesnew addition2025-09-302025-10-30history
GNOV FIRST TR EXCHNG TRADED FD VI8.8K shares0.00%2025-09-302025-10-30history
VIOO VANGUARD ADMIRAL FDS INC3.0K shares0.00%2025-09-302025-10-30history
PH PARKER-HANNIFIN CORP437 shares24.15%2025-09-302025-10-30history
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PKG PACKAGING CORP AMER1.5K shares8.14%2025-09-302025-10-30history
ANET ARISTA NETWORKS INC2.3K sharesnew addition2025-09-302025-10-30history
PRM PERIMETER SOLUTIONS INC14.7K shares0.33%2025-09-302025-10-30history
JCI JOHNSON CTLS INTL PLC3.0K shares-6.77%2025-09-302025-10-30history
JNK SPDR SERIES TRUST3.4K shares0.00%2025-09-302025-10-30history
MET METLIFE INC4.0K shares-26.62%2025-09-302025-10-30history
SMAY FIRST TR EXCHNG TRADED FD VI12.8K shares0.00%2025-09-302025-10-30history
VNQ VANGUARD INDEX FDS3.5K shares-26.29%2025-09-302025-10-30history
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CFR CULLEN FROST BANKERS INC2.5K shares3.01%2025-09-302025-10-30history
BUD ANHEUSER BUSCH INBEV SA/NV5.3K shares-2.61%2025-09-302025-10-30history
DRI DARDEN RESTAURANTS INC1.6K shares6.95%2025-09-302025-10-30history
AMCR AMCOR PLC38.0K shares15.54%2025-09-302025-10-30history
SLG SL GREEN RLTY CORP5.2K shares-6.57%2025-09-302025-10-30history
ORLY OREILLY AUTOMOTIVE INC2.9K shares12.78%2025-09-302025-10-30history
FDX FEDEX CORP1.3K shares6.61%2025-09-302025-10-30history
BSL BLACKSTONE SENI FLTN RAT 20221.9K shares2.00%2025-09-302025-10-30history
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VST VISTRA CORP1.6K shares-0.51%2025-09-302025-10-30history
ICE INTERCONTINENTAL EXCHANGE IN1.8K shares0.72%2025-09-302025-10-30history
IBB ISHARES TR2.1K shares0.00%2025-09-302025-10-30history
TRGP TARGA RES CORP1.8K shares23.51%2025-09-302025-10-30history
DVY ISHARES TR2.1K shares-11.66%2025-09-302025-10-30history
VDC VANGUARD WORLD FD1.4K shares-0.43%2025-09-302025-10-30history
DFUS DIMENSIONAL ETF TRUST4.1K shares0.02%2025-09-302025-10-30history
CCL CARNIVAL CORP10.3K shares-3.18%2025-09-302025-10-30history
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MELI MERCADOLIBRE INC127 shares23.30%2025-09-302025-10-30history
EMB ISHARES TR3.1K shares-2.45%2025-09-302025-10-30history
TSCO TRACTOR SUPPLY CO5.1K shares14.21%2025-09-302025-10-30history
BK BANK NEW YORK MELLON CORP2.7K shares9.91%2025-09-302025-10-30history
J JACOBS SOLUTIONS INC1.9K shares0.57%2025-09-302025-10-30history
PRI PRIMERICA INC1.0K sharesnew addition2025-09-302025-10-30history
QQQI NEOS ETF TRUST5.3K sharesnew addition2025-09-302025-10-30history
WELL WELLTOWER INC1.6K shares13.63%2025-09-302025-10-30history
Sponsored
SDY SPDR SERIES TRUST2.0K shares0.25%2025-09-302025-10-30history
LYB LYONDELLBASELL INDUSTRIES N5.7K shares-6.30%2025-09-302025-10-30history
SNY SANOFI SA5.9K shares2.68%2025-09-302025-10-30history
NKE NIKE INC4.0K shares-25.96%2025-09-302025-10-30history
FNF FIDELITY NATIONAL FINANCIAL4.5K shares0.89%2025-09-302025-10-30history
TRV TRAVELERS COMPANIES INC984 shares6.84%2025-09-302025-10-30history
VOYA VOYA FINANCIAL INC3.7K shares-13.95%2025-09-302025-10-30history
ETR ENTERGY CORP NEW2.9K shares2.50%2025-09-302025-10-30history
Sponsored
MDLZ MONDELEZ INTL INC4.3K shares-10.34%2025-09-302025-10-30history
DOW DOW INC11.7K shares-0.84%2025-09-302025-10-30history
GJAN FIRST TR EXCHNG TRADED FD VI6.4K shares0.00%2025-09-302025-10-30history
SPGI S&P GLOBAL INC546 shares12.81%2025-09-302025-10-30history
FAST FASTENAL CO5.4K shares12.08%2025-09-302025-10-30history
FETH FIDELITY ETHEREUM FD6.4K sharesnew addition2025-09-302025-10-30history
CARR CARRIER GLOBAL CORPORATION4.4K shares17.96%2025-09-302025-10-30history
GM GENERAL MTRS CO4.3K sharesnew addition2025-09-302025-10-30history
Sponsored
BOND PIMCO ETF TR2.7K shares0.15%2025-09-302025-10-30history
MSTR STRATEGY INC795 shares-33.47%2025-09-302025-10-30history
FDEC FIRST TR EXCHNG TRADED FD VI5.2K shares-21.37%2025-09-302025-10-30history
COIN COINBASE GLOBAL INC750 sharesnew addition2025-09-302025-10-30history

Call Option Holdings
No call option holdings data available

Put Option Holdings
IEF Put PutISHARES TR14.0K shares0.00%2025-09-302025-10-30history