The Analysis of AXXCESS WEALTH MANAGEMENT, LLC's Holdings
Currently, AXXCESS WEALTH MANAGEMENT, LLC holds 924 types of securities in its portfolio with a total value $4.7B. In the most recent quarter, they have increased their positions in AAPL (+551.7K shares, valued at $135.2M), DDWM (+1.1M shares, valued at $46.4M), AGG (+109.9K shares, valued at $11.0M); decreased their positions in ITB (-364.0K shares, valued at $39.0M), IAU (-80.7K shares, valued at $5.9M), VEU (-65.1K shares, valued at $4.6M); initiated new positions in AAPL (+551.7K shares, valued at $135.2M), DDWM (+1.1M shares, valued at $46.4M), SPXU (+578.4K shares, valued at $7.8M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VV VANGUARD INDEX FDS1.0M shares0.65%2025-09-302025-11-07
AGG ISHARES TR1.9M shares6.28%2025-09-302025-11-07 AAPL APPLE INC551.7K sharesnew addition2025-09-302025-11-07 MSFT MICROSOFT CORP211.6K shares1.64%2025-09-302025-11-07 NVDA NVIDIA CORPORATION560.7K shares-0.59%2025-09-302025-11-07 IDEV ISHARES TR1.3M shares1.70%2025-09-302025-11-07 SPDW SPDR INDEX SHS FDS2.0M shares9.78%2025-09-302025-11-07 BIL SPDR SERIES TRUST910.6K shares2.67%2025-09-302025-11-07 VO VANGUARD INDEX FDS253.8K shares1.44%2025-09-302025-11-07 SGOV ISHARES TR679.3K shares2.41%2025-09-302025-11-07 TFLO ISHARES TR1.3M shares0.61%2025-09-302025-11-07 AMZN AMAZON COM INC296.6K shares6.13%2025-09-302025-11-07 IAU ISHARES GOLD TR850.9K shares-8.66%2025-09-302025-11-07 AVGO BROADCOM INC185.8K shares-2.26%2025-09-302025-11-07 IJH ISHARES TR927.4K shares7.55%2025-09-302025-11-07 JPST J P MORGAN EXCHANGE TRADED F1.2M shares-1.46%2025-09-302025-11-07 VTC VANGUARD SCOTTSDALE FDS726.2K shares3.49%2025-09-302025-11-07 COWZ PACER FDS TR952.2K shares-1.36%2025-09-302025-11-07 PPA INVESCO EXCHANGE TRADED FD T333.6K shares-7.00%2025-09-302025-11-07 CIBR FIRST TR EXCHANGE TRADED FD682.2K shares4.32%2025-09-302025-11-07 GSY INVESCO ACTIVELY MANAGED EXC954.1K shares2.70%2025-09-302025-11-07 PAVE GLOBAL X FDS989.7K shares16.67%2025-09-302025-11-07 GOOGL ALPHABET INC198.8K shares1.35%2025-09-302025-11-07 DDWM WISDOMTREE TR1.1M sharesnew addition2025-09-302025-11-07 IJR ISHARES TR390.5K shares10.48%2025-09-302025-11-07 META META PLATFORMS INC58.3K shares11.18%2025-09-302025-11-07 PBUS INVESCO EXCH TRADED FD TR II633.9K shares16.31%2025-09-302025-11-07 JPM JPMORGAN CHASE & CO.133.3K shares0.86%2025-09-302025-11-07 VWO VANGUARD INTL EQUITY INDEX F730.6K shares0.69%2025-09-302025-11-07 VB VANGUARD INDEX FDS144.3K shares8.70%2025-09-302025-11-07 GSLC GOLDMAN SACHS ETF TR266.9K shares4.79%2025-09-302025-11-07 USHY ISHARES TR913.4K shares4.71%2025-09-302025-11-07 SPEM SPDR INDEX SHS FDS701.6K shares6.02%2025-09-302025-11-07 NFLX NETFLIX INC25.7K shares-4.21%2025-09-302025-11-07 TSLA TESLA INC64.9K shares0.88%2025-09-302025-11-07 SPY SPDR S&P 500 ETF TR50.5K shares2.32%2025-09-302025-11-07 WMT WALMART INC261.9K shares0.36%2025-09-302025-11-07 CGDV CAPITAL GROUP DIVIDEND VALUE641.3K shares4.39%2025-09-302025-11-07 VOO VANGUARD INDEX FDS43.8K shares45.48%2025-09-302025-11-07 QQQ INVESCO QQQ TR42.7K shares1.64%2025-09-302025-11-07 UPRO PROSHARES TR207.5K shares13.45%2025-09-302025-11-07 GOOG ALPHABET INC99.9K shares-15.78%2025-09-302025-11-07 MUB ISHARES TR204.3K shares-3.91%2025-09-302025-11-07 BND VANGUARD BD INDEX FDS281.5K shares-1.68%2025-09-302025-11-07 BUFD FIRST TR EXCHNG TRADED FD VI720.0K shares2.50%2025-09-302025-11-07 ORCL ORACLE CORP69.2K shares17.69%2025-09-302025-11-07 HD HOME DEPOT INC47.0K shares6.77%2025-09-302025-11-07 ABT ABBOTT LABS140.0K shares7.08%2025-09-302025-11-07 PLTR PALANTIR TECHNOLOGIES INC101.9K shares6.91%2025-09-302025-11-07 BRK.B BERKSHIRE HATHAWAY INC DEL36.5K shares10.70%2025-09-302025-11-07 V VISA INC53.6K shares-1.24%2025-09-302025-11-07 SPMO INVESCO EXCH TRADED FD TR II150.8K shares-7.26%2025-09-302025-11-07 SCHD SCHWAB STRATEGIC TR667.0K shares4.13%2025-09-302025-11-07 VEA VANGUARD TAX-MANAGED FDS297.2K shares14.73%2025-09-302025-11-07 ABBV ABBVIE INC74.7K shares5.06%2025-09-302025-11-07 VGSH VANGUARD SCOTTSDALE FDS292.9K shares10.90%2025-09-302025-11-07 IVV ISHARES TR25.3K shares-1.40%2025-09-302025-11-07 XOM EXXON MOBIL CORP147.1K shares-7.47%2025-09-302025-11-07 SSO PROSHARES TR145.1K shares-0.67%2025-09-302025-11-07 BUFB INNOVATOR ETFS TRUST452.9K shares-5.61%2025-09-302025-11-07 JNJ JOHNSON & JOHNSON87.0K shares-1.30%2025-09-302025-11-07 VTI VANGUARD INDEX FDS49.0K shares-1.12%2025-09-302025-11-07 CGGR CAPITAL GROUP GROWTH ETF365.8K shares7.64%2025-09-302025-11-07 LLY ELI LILLY & CO20.9K shares0.99%2025-09-302025-11-07 QQQM INVESCO EXCH TRADED FD TR II62.8K shares6.25%2025-09-302025-11-07 JMST J P MORGAN EXCHANGE TRADED F284.3K shares7.98%2025-09-302025-11-07 HYMB SPDR SERIES TRUST579.1K shares33.19%2025-09-302025-11-07 GLD SPDR GOLD TR40.1K shares-0.09%2025-09-302025-11-07 PG PROCTER AND GAMBLE CO92.6K shares2.17%2025-09-302025-11-07 COST COSTCO WHSL CORP NEW15.2K shares3.50%2025-09-302025-11-07 USFR WISDOMTREE TR278.0K shares9.94%2025-09-302025-11-07 CHCO CITY HLDG CO108.6K shares-1.04%2025-09-302025-11-07 TMO THERMO FISHER SCIENTIFIC INC27.2K shares9.57%2025-09-302025-11-07 IBM INTERNATIONAL BUSINESS MACHS42.4K shares-0.68%2025-09-302025-11-07 BAC BANK AMERICA CORP224.7K shares6.80%2025-09-302025-11-07 DBMF LITMAN GREGORY FDS TR420.5K shares15.84%2025-09-302025-11-07 WULF TERAWULF INC1.0M shares0.00%2025-09-302025-11-07 GS GOLDMAN SACHS GROUP INC14.1K shares6.95%2025-09-302025-11-07 WTV WISDOMTREE TR122.3K shares1.80%2025-09-302025-11-07 RWL INVESCO EXCH TRADED FD TR II99.8K shares1.69%2025-09-302025-11-07 IEFA ISHARES TR125.8K shares-9.99%2025-09-302025-11-07 SPYV SPDR SERIES TRUST191.9K shares-0.35%2025-09-302025-11-07 TLT ISHARES TR118.0K shares13.26%2025-09-302025-11-07 CAT CATERPILLAR INC21.8K shares9.17%2025-09-302025-11-07 FBND FIDELITY MERRIMACK STR TR223.2K shares-9.19%2025-09-302025-11-07 AVUS AMERICAN CENTY ETF TR93.6K shares6.94%2025-09-302025-11-07 CVX CHEVRON CORP NEW65.0K shares1.76%2025-09-302025-11-07 NEAR ISHARES U S ETF TR193.9K shares8.32%2025-09-302025-11-07 MS MORGAN STANLEY62.0K shares5.78%2025-09-302025-11-07 PEP PEPSICO INC69.6K shares0.77%2025-09-302025-11-07 ADP AUTOMATIC DATA PROCESSING IN33.1K shares-4.34%2025-09-302025-11-07 IEI ISHARES TR80.2K shares44.89%2025-09-302025-11-07 BX BLACKSTONE INC55.8K shares-2.44%2025-09-302025-11-07 AVIG AMERICAN CENTY ETF TR226.2K shares6.23%2025-09-302025-11-07 VTV VANGUARD INDEX FDS50.9K shares-13.61%2025-09-302025-11-07 IBIT ISHARES BITCOIN TRUST ETF142.5K shares2.54%2025-09-302025-11-07 CSCO CISCO SYS INC135.0K shares4.37%2025-09-302025-11-07 RTX RTX CORPORATION55.0K shares3.31%2025-09-302025-11-07 SH PROSHARES TR248.1K shares-0.05%2025-09-302025-11-07 JEPI J P MORGAN EXCHANGE TRADED F159.8K shares-31.65%2025-09-302025-11-07 XLK SELECT SECTOR SPDR TR31.6K shares-7.96%2025-09-302025-11-07 KO COCA COLA CO134.3K shares-4.73%2025-09-302025-11-07 IWF ISHARES TR18.9K shares-5.85%2025-09-302025-11-07 IEMG ISHARES INC132.5K shares28.20%2025-09-302025-11-07 JBND J P MORGAN EXCHANGE TRADED F158.4K shares11.90%2025-09-302025-11-07 IWM ISHARES TR34.6K shares-21.60%2025-09-302025-11-07 APP APPLOVIN CORP11.5K shares20.68%2025-09-302025-11-07 NEE NEXTERA ENERGY INC106.2K shares-1.26%2025-09-302025-11-07 CARY ANGEL OAK FUNDS TRUST377.1K shares2.29%2025-09-302025-11-07 SPYM SPDR SERIES TRUST100.1K shares208.66%2025-09-302025-11-07 SPXU PROSHARES TR578.4K sharesnew addition2025-09-302025-11-07 VZ VERIZON COMMUNICATIONS INC176.5K shares24.68%2025-09-302025-11-07 MA MASTERCARD INCORPORATED13.6K shares-2.12%2025-09-302025-11-07 DIS DISNEY WALT CO67.3K shares-0.76%2025-09-302025-11-07 LIN LINDE PLC16.1K shares2.12%2025-09-302025-11-07 DFUS DIMENSIONAL ETF TRUST102.4K shares70.02%2025-09-302025-11-07 CMI CUMMINS INC17.2K shares0.24%2025-09-302025-11-07 FTGC FIRST TR EXCHANGE TRAD FD VI276.6K shares4.38%2025-09-302025-11-07 WCMI FIRST TR EXCHANGE-TRADED FD423.9K shares2.73%2025-09-302025-11-07 MCD MCDONALDS CORP23.3K shares-7.19%2025-09-302025-11-07 TSM TAIWAN SEMICONDUCTOR MFG LTD24.8K shares7.86%2025-09-302025-11-07 APH AMPHENOL CORP NEW55.9K shares25.33%2025-09-302025-11-07 ROP ROPER TECHNOLOGIES INC13.7K shares3.46%2025-09-302025-11-07 PTY PIMCO CORPORATE & INCOME OPP474.2K shares3.03%2025-09-302025-11-07 EVR EVERCORE INC20.2K shares5.72%2025-09-302025-11-07 PDT HANCOCK JOHN PREM DIVID FD509.8K shares4.58%2025-09-302025-11-07 SHY ISHARES TR81.1K shares8.42%2025-09-302025-11-07 ACGL ARCH CAP GROUP LTD74.0K shares3.97%2025-09-302025-11-07 IGSB ISHARES TR123.9K shares29.69%2025-09-302025-11-07 BR BROADRIDGE FINL SOLUTIONS IN27.4K shares2.34%2025-09-302025-11-07 GDX VANECK ETF TRUST84.9K shares3.60%2025-09-302025-11-07 AMAT APPLIED MATLS INC31.5K shares3.27%2025-09-302025-11-07 VUG VANGUARD INDEX FDS13.4K shares-35.76%2025-09-302025-11-07 UNH UNITEDHEALTH GROUP INC18.3K shares-8.14%2025-09-302025-11-07 VCSH VANGUARD SCOTTSDALE FDS78.7K shares6.13%2025-09-302025-11-07 HYGH ISHARES U S ETF TR71.2K shares-3.00%2025-09-302025-11-07 HON HONEYWELL INTL INC28.7K shares0.09%2025-09-302025-11-07 WFC WELLS FARGO CO NEW72.1K shares4.72%2025-09-302025-11-07 SMMU PIMCO ETF TR117.6K shares21.39%2025-09-302025-11-07 ACN ACCENTURE PLC IRELAND24.1K shares26.69%2025-09-302025-11-07 IWY ISHARES TR21.4K shares0.40%2025-09-302025-11-07 ARKK ARK ETF TR67.8K shares11.70%2025-09-302025-11-07 TNA DIREXION SHS ETF TR128.7K sharesnew addition2025-09-302025-11-07 C CITIGROUP INC57.2K shares-2.49%2025-09-302025-11-07 DFAC DIMENSIONAL ETF TRUST149.8K shares6.37%2025-09-302025-11-07 SPYG SPDR SERIES TRUST54.7K shares138.12%2025-09-302025-11-07 EMR EMERSON ELEC CO43.4K shares-11.85%2025-09-302025-11-07 FIXD FIRST TR EXCHNG TRADED FD VI124.7K shares-1.34%2025-09-302025-11-07 MRK MERCK & CO INC65.5K shares-3.49%2025-09-302025-11-07 LDSF FIRST TR EXCHNG TRADED FD VI284.2K shares0.72%2025-09-302025-11-07 UNP UNION PAC CORP22.9K shares18.91%2025-09-302025-11-07 GE GE AEROSPACE17.9K shares-19.35%2025-09-302025-11-07 QCOM QUALCOMM INC32.5K shares6.60%2025-09-302025-11-07 PFE PFIZER INC203.5K shares27.02%2025-09-302025-11-07 PM PHILIP MORRIS INTL INC31.6K shares-3.63%2025-09-302025-11-07 XLSR SSGA ACTIVE TR85.7K shares-10.09%2025-09-302025-11-07 CARR CARRIER GLOBAL CORPORATION84.5K shares7.59%2025-09-302025-11-07 GQGU ADVISORS INNER CIRCLE FD III196.9K sharesnew addition2025-09-302025-11-07 SCHB SCHWAB STRATEGIC TR190.8K shares-4.54%2025-09-302025-11-07 RDVY FIRST TR EXCHANGE TRADED FD72.8K shares2.04%2025-09-302025-11-07 AMD ADVANCED MICRO DEVICES INC30.3K shares4.44%2025-09-302025-11-07 INTU INTUIT7.2K shares-10.64%2025-09-302025-11-07 JEPQ J P MORGAN EXCHANGE TRADED F84.9K shares12.59%2025-09-302025-11-07 BA BOEING CO22.3K shares-3.61%2025-09-302025-11-07 EAGG ISHARES TR100.4K shares138.90%2025-09-302025-11-07 GLTR ABRDN PRECIOUS METALS BASKET28.8K shares-0.70%2025-09-302025-11-07 ZECP ZACKS TRUST140.4K shares-20.36%2025-09-302025-11-07 AMGN AMGEN INC16.6K shares58.97%2025-09-302025-11-07 ITB ISHARES TR43.5K shares-89.32%2025-09-302025-11-07 AEP AMERICAN ELEC PWR CO INC40.7K shares0.18%2025-09-302025-11-07 LOW LOWES COS INC17.9K shares7.51%2025-09-302025-11-07 HTAB HARTFORD FDS EXCHANGE TRADED230.2K shares46.30%2025-09-302025-11-07 DUK DUKE ENERGY CORP NEW35.6K shares8.22%2025-09-302025-11-07 CGGO CAPITAL GROUP GBL GROWTH EQT128.8K shares27.92%2025-09-302025-11-07 GTO INVESCO ACTIVELY MANAGED EXC92.5K shares17.05%2025-09-302025-11-07 SDS PROSHARES TR299.1K sharesnew addition2025-09-302025-11-07 T AT&T INC150.9K shares-5.77%2025-09-302025-11-07 VCR VANGUARD WORLD FD10.7K shares0.95%2025-09-302025-11-07 LMT LOCKHEED MARTIN CORP8.5K shares73.07%2025-09-302025-11-07 VIOO VANGUARD ADMIRAL FDS INC38.3K shares51.75%2025-09-302025-11-07 COP CONOCOPHILLIPS44.6K shares-7.34%2025-09-302025-11-07 CMCSA COMCAST CORP NEW134.0K shares12.99%2025-09-302025-11-07 DFAU DIMENSIONAL ETF TRUST90.5K shares-30.62%2025-09-302025-11-07 QVML INVESCO EXCH TRADED FD TR II104.6K shares-16.73%2025-09-302025-11-07 GRPM INVESCO EXCHANGE TRADED FD T33.9K shares353.94%2025-09-302025-11-07 TFC TRUIST FINL CORP89.4K shares-2.36%2025-09-302025-11-07 BLK BLACKROCK INC3.5K shares13.25%2025-09-302025-11-07 JMUB J P MORGAN EXCHANGE TRADED F80.2K shares-1.50%2025-09-302025-11-07 HEFA ISHARES TR101.9K shares4.60%2025-09-302025-11-07 GEV GE VERNOVA INC6.6K shares-0.47%2025-09-302025-11-07 AVUV AMERICAN CENTY ETF TR40.4K shares10.68%2025-09-302025-11-07 JPIE J P MORGAN EXCHANGE TRADED F86.6K shares14.48%2025-09-302025-11-07 HOOD ROBINHOOD MKTS INC27.7K shares-4.05%2025-09-302025-11-07 NSC NORFOLK SOUTHN CORP13.2K shares-0.48%2025-09-302025-11-07 QUAL ISHARES TR20.3K shares-0.40%2025-09-302025-11-07 FLXR TCW ETF TRUST99.0K shares341.23%2025-09-302025-11-07 QDPL PACER FDS TR93.3K shares-2.39%2025-09-302025-11-07 VTEB VANGUARD MUN BD FDS78.0K shares1.72%2025-09-302025-11-07 ETN EATON CORP PLC10.4K shares157.71%2025-09-302025-11-07 ESGD ISHARES TR40.3K shares11.45%2025-09-302025-11-07 SCHF SCHWAB STRATEGIC TR159.5K shares-7.30%2025-09-302025-11-07 ONEQ FIDELITY COMWLTH TR41.3K shares-1.57%2025-09-302025-11-07 VEU VANGUARD INTL EQUITY INDEX F51.5K shares-55.83%2025-09-302025-11-07 ITM VANECK ETF TRUST78.1K shares-2.04%2025-09-302025-11-07 SCHX SCHWAB STRATEGIC TR136.4K shares-6.05%2025-09-302025-11-07 AIRR FIRST TR EXCHANGE TRADED FD37.0K shares0.04%2025-09-302025-11-07 ISRG INTUITIVE SURGICAL INC7.9K shares-28.19%2025-09-302025-11-07 CTAS CINTAS CORP17.2K shares2.69%2025-09-302025-11-07 D DOMINION ENERGY INC57.3K shares-4.23%2025-09-302025-11-07 FDHY FIDELITY COVINGTON TRUST71.1K shares-0.21%2025-09-302025-11-07 BMY BRISTOL-MYERS SQUIBB CO77.5K shares17.79%2025-09-302025-11-07 CL COLGATE PALMOLIVE CO43.7K shares-7.75%2025-09-302025-11-07 URNM SPROTT FDS TR57.8K shares0.00%2025-09-302025-11-07 SPSM SPDR SERIES TRUST74.8K shares39.81%2025-09-302025-11-07 CSX CSX CORP97.5K shares-1.76%2025-09-302025-11-07 OMFL INVESCO EXCH TRD SLF IDX FD57.3K shares9.72%2025-09-302025-11-07 DFAT DIMENSIONAL ETF TRUST58.8K shares5.49%2025-09-302025-11-07 AVLV AMERICAN CENTY ETF TR47.1K shares9.78%2025-09-302025-11-07 ASML ASML HOLDING N V3.5K shares-14.23%2025-09-302025-11-07 VIG VANGUARD SPECIALIZED FUNDS15.6K shares0.68%2025-09-302025-11-07 PSP INVESCO EXCHANGE TRADED FD T47.8K shares7.72%2025-09-302025-11-07 DE DEERE & CO7.2K shares1.27%2025-09-302025-11-07 MMC MARSH & MCLENNAN COS INC16.2K shares13.44%2025-09-302025-11-07 RSP INVESCO EXCHANGE TRADED FD T17.1K shares-8.07%2025-09-302025-11-07 AAAU GOLDMAN SACHS PHYSICAL GOLD84.0K shares1.11%2025-09-302025-11-07 DUHP DIMENSIONAL ETF TRUST84.1K shares0.00%2025-09-302025-11-07 STIP ISHARES TR30.5K sharesnew addition2025-09-302025-11-07 TDVG T ROWE PRICE ETF INC71.4K shares-10.40%2025-09-302025-11-07 DHR DANAHER CORPORATION15.8K shares17.49%2025-09-302025-11-07 LHX L3HARRIS TECHNOLOGIES INC10.2K shares19.60%2025-09-302025-11-07 TOTL SSGA ACTIVE ETF TR76.3K shares-7.68%2025-09-302025-11-07 VGT VANGUARD WORLD FD4.1K shares-0.51%2025-09-302025-11-07 UBSI UNITED BANKSHARES INC WEST V82.9K shares-0.02%2025-09-302025-11-07 COR CENCORA INC9.9K shares-8.82%2025-09-302025-11-07 IHI ISHARES TR51.3K shares1.56%2025-09-302025-11-07 SLV ISHARES SILVER TR72.5K shares33.64%2025-09-302025-11-07 AVEM AMERICAN CENTY ETF TR40.4K shares7.75%2025-09-302025-11-07 COF CAPITAL ONE FINL CORP14.3K shares-5.33%2025-09-302025-11-07 ABNB AIRBNB INC25.0K shares3.83%2025-09-302025-11-07 FISR SSGA ACTIVE TR115.7K shares-48.96%2025-09-302025-11-07 MSTR STRATEGY INC9.2K shares12.94%2025-09-302025-11-07 GBIL GOLDMAN SACHS ETF TR29.2K shares48.08%2025-09-302025-11-07 WM WASTE MGMT INC DEL13.0K shares-2.67%2025-09-302025-11-07 BTC GRAYSCALE BITCOIN MINI TR ET56.6K 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NVS NOVARTIS AG7.9K shares60.90%2025-09-302025-11-07 DOV DOVER CORP6.1K shares-3.70%2025-09-302025-11-07 EW EDWARDS LIFESCIENCES CORP12.9K shares-0.25%2025-09-302025-11-07 XMMO INVESCO EXCHANGE TRADED FD T7.4K sharesnew addition2025-09-302025-11-07 MCK MCKESSON CORP1.3K shares43.54%2025-09-302025-11-07 BWXT BWX TECHNOLOGIES INC5.4K shares44.05%2025-09-302025-11-07 SYY SYSCO CORP11.9K shares-0.20%2025-09-302025-11-07 CGUS CAPITAL GROUP CORE EQUITY ET24.7K shares7.27%2025-09-302025-11-07 DGRW WISDOMTREE TR10.9K shares-0.03%2025-09-302025-11-07 JPIB J P MORGAN EXCHANGE TRADED F19.7K shares-0.33%2025-09-302025-11-07 DFIS DIMENSIONAL ETF TRUST30.5K shares32.66%2025-09-302025-11-07 FELC FIDELITY COVINGTON TRUST25.9K sharesnew addition2025-09-302025-11-07 LDUR PIMCO ETF TR10.0K shares1.11%2025-09-302025-11-07 QQH NORTHERN LTS FD TR III12.6K sharesnew addition2025-09-302025-11-07 DFIC DIMENSIONAL ETF TRUST29.3K shares-6.31%2025-09-302025-11-07 PH PARKER-HANNIFIN CORP1.3K shares9.16%2025-09-302025-11-07 GWW GRAINGER W W INC1.0K shares-22.13%2025-09-302025-11-07 PRU PRUDENTIAL FINL INC9.1K shares2.79%2025-09-302025-11-07 SPMD SPDR SERIES TRUST16.4K shares-8.62%2025-09-302025-11-07 DGX QUEST DIAGNOSTICS INC4.9K shares15.80%2025-09-302025-11-07 VDC VANGUARD WORLD FD4.3K shares5.44%2025-09-302025-11-07 BIDU BAIDU INC7.0K shares0.00%2025-09-302025-11-07 FAST FASTENAL CO18.8K shares117.48%2025-09-302025-11-07 SPHQ INVESCO EXCHANGE TRADED FD T12.5K shares1.47%2025-09-302025-11-07 PSX PHILLIPS 666.7K shares-2.39%2025-09-302025-11-07 PHM PULTE GROUP INC6.9K shares-1.12%2025-09-302025-11-07 GFL GFL ENVIRONMENTAL INC19.2K shares-52.45%2025-09-302025-11-07 AMT AMERICAN TOWER CORP NEW4.7K shares2.75%2025-09-302025-11-07 ALL ALLSTATE CORP4.2K shares-5.25%2025-09-302025-11-07 AEM AGNICO EAGLE MINES LTD5.3K shares4.16%2025-09-302025-11-07 HYG ISHARES TR11.1K shares-58.05%2025-09-302025-11-07 ROL ROLLINS INC15.3K shares-17.12%2025-09-302025-11-07 MAXJ ISHARES TR31.8K shares-32.19%2025-09-302025-11-07 EMHC SPDR SERIES TRUST35.4K shares-7.81%2025-09-302025-11-07 JXN JACKSON FINANCIAL INC8.8K shares-29.30%2025-09-302025-11-07 XLB SELECT SECTOR SPDR TR9.9K sharesnew addition2025-09-302025-11-07 ARKB ARK 21SHARES BITCOIN ETF23.2K shares-11.53%2025-09-302025-11-07 NSA NATIONAL STORAGE AFFILIATES28.9K shares-32.21%2025-09-302025-11-07 AIG AMERICAN INTL GROUP INC11.1K shares15.77%2025-09-302025-11-07 AOM ISHARES TR18.1K shares-2.82%2025-09-302025-11-07 SLB SCHLUMBERGER LTD24.9K shares1.60%2025-09-302025-11-07 UAL UNITED AIRLS HLDGS INC8.9K shares-24.60%2025-09-302025-11-07 AZO AUTOZONE INC199 shares-19.43%2025-09-302025-11-07 FBK FB FINL CORP15.3K shares0.00%2025-09-302025-11-07 VONG VANGUARD SCOTTSDALE FDS7.0K shares-3.47%2025-09-302025-11-07 SRLN SSGA ACTIVE ETF TR20.3K shares-4.58%2025-09-302025-11-07 WTRG ESSENTIAL UTILS INC21.1K shares-1.16%2025-09-302025-11-07 JIRE J P MORGAN EXCHANGE TRADED F11.4K shares89.17%2025-09-302025-11-07 CDNS CADENCE DESIGN SYSTEM INC2.4K shares36.26%2025-09-302025-11-07 RIVN RIVIAN AUTOMOTIVE INC57.1K shares0.00%2025-09-302025-11-07 FLMI FRANKLIN TEMPLETON ETF TR33.3K shares1.91%2025-09-302025-11-07 TM TOYOTA MOTOR CORP4.3K shares13.08%2025-09-302025-11-07 PPH VANECK ETF TRUST9.0K shares-0.77%2025-09-302025-11-07 FLQM FRANKLIN TEMPLETON ETF TR14.3K shares0.60%2025-09-302025-11-07 NULV NUSHARES ETF TR18.4K sharesnew addition2025-09-302025-11-07 RYAM RAYONIER ADVANCED MATLS INC111.0K shares0.00%2025-09-302025-11-07 USMF WISDOMTREE TR15.3K shares0.00%2025-09-302025-11-07 CRSP CRISPR THERAPEUTICS AG12.3K shares6.13%2025-09-302025-11-07 IDXX IDEXX LABS INC1.2K shares-41.17%2025-09-302025-11-07 PXF INVESCO EXCH TRADED FD TR II12.9K shares36.35%2025-09-302025-11-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available