The Analysis of Balboa Wealth Partners's Holdings

Currently, Balboa Wealth Partners holds 433 types of securities in its portfolio with a total value $604.6M. In the most recent quarter, they have increased their positions in IYH (+44.4K shares, valued at $2.9M), FTSM (+45.9K shares, valued at $2.8M), NFLX (+23.6K shares, valued at $2.2M); decreased their positions in NVDA (-15.8K shares, valued at $3.0M), GLD (-3.3K shares, valued at $1.3M), N/A (-3.9K shares, valued at $1.2M); initiated new positions in IYH (+44.4K shares, valued at $2.9M), FTSM (+45.9K shares, valued at $2.8M), DUSB (+30.2K shares, valued at $1.5M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

TSLA TESLA INC121.1K shares-1.57%2025-12-312026-01-16

NVDA NVIDIA CORPORATION265.1K shares-5.64%2025-12-312026-01-16

MSFT MICROSOFT CORP56.0K shares-0.19%2025-12-312026-01-16

AAPL APPLE INC69.7K shares-0.06%2025-12-312026-01-16

AMD ADVANCED MICRO DEVICES INC81.4K shares-0.90%2025-12-312026-01-16

ALPHABET INC ALPHABET INC46.3K shares-7.87%2025-12-312026-01-16

SPY SPDR S&P 500 ETF TR20.7K shares-1.83%2025-12-312026-01-16

AMZN AMAZON COM INC56.0K shares-3.54%2025-12-312026-01-16

Sponsored

META META PLATFORMS INC17.9K shares20.45%2025-12-312026-01-16

VANGUARD INDEX FDS VANGUARD INDEX FDS18.4K shares6.11%2025-12-312026-01-16

TSM TAIWAN SEMICONDUCTOR MFG LTD29.8K shares-4.04%2025-12-312026-01-16

VTI VANGUARD INDEX FDS25.7K shares0.53%2025-12-312026-01-16

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL15.1K shares-4.21%2025-12-312026-01-16

APP APPLOVIN CORP11.2K shares-2.68%2025-12-312026-01-16

PLTR PALANTIR TECHNOLOGIES INC42.2K shares-2.32%2025-12-312026-01-16

BROADCOM INC BROADCOM INC20.2K shares3.09%2025-12-312026-01-16

Sponsored

INVESCO QQQ TR INVESCO QQQ TR11.3K shares6.30%2025-12-312026-01-16

GLD SPDR GOLD TR17.3K shares-15.83%2025-12-312026-01-16

ALPHABET INC ALPHABET INC19.6K shares1.70%2025-12-312026-01-16

BRK.A BERKSHIRE HATHAWAY INC DEL8 shares0.00%2025-12-312026-01-16

MU MICRON TECHNOLOGY INC21.1K shares-3.97%2025-12-312026-01-16

ZECP ZACKS TRUST166.1K shares14.29%2025-12-312026-01-16

DDS DILLARDS INC9.4K shares0.00%2025-12-312026-01-16

MDY SPDR S&P MIDCAP 400 ETF TR9.2K shares-0.13%2025-12-312026-01-16

Sponsored

COST COSTCO WHSL CORP NEW6.2K shares-3.77%2025-12-312026-01-16

VEA VANGUARD TAX-MANAGED FDS82.1K shares-0.20%2025-12-312026-01-16

STRL STERLING INFRASTRUCTURE INC15.1K shares1.03%2025-12-312026-01-16

ASML ASML HOLDING N V3.9K shares-1.78%2025-12-312026-01-16

VGSH VANGUARD SCOTTSDALE FDS65.8K shares82.32%2025-12-312026-01-16

VRT VERTIV HOLDINGS CO22.4K shares-22.10%2025-12-312026-01-16

JPM JPMORGAN CHASE & CO.10.8K shares3.01%2025-12-312026-01-16

VWO VANGUARD INTL EQUITY INDEX F64.9K shares5.85%2025-12-312026-01-16

Sponsored

IYW ISHARES TR16.1K shares-2.16%2025-12-312026-01-16

IYZ ISHARES TR89.0K shares-0.70%2025-12-312026-01-16

XLK SELECT SECTOR SPDR TR20.2K shares96.26%2025-12-312026-01-16

IYH ISHARES TR44.4K sharesnew addition2025-12-312026-01-16

MA MASTERCARD INCORPORATED5.0K shares-0.16%2025-12-312026-01-16

BA BOEING CO12.8K shares-3.63%2025-12-312026-01-16

FTSM FIRST TR EXCHANGE-TRADED FD45.9K sharesnew addition2025-12-312026-01-16

IDU ISHARES TR25.2K shares-1.93%2025-12-312026-01-16

Sponsored

GS GOLDMAN SACHS GROUP INC3.1K shares-0.68%2025-12-312026-01-16

AXP AMERICAN EXPRESS CO7.2K shares2.68%2025-12-312026-01-16

NFLX NETFLIX INC26.6K shares773.60%2025-12-312026-01-16

XLE SELECT SECTOR SPDR TR55.8K shares100.96%2025-12-312026-01-16

RDVI FIRST TR EXCHANGE-TRADED FD88.0K shares5.25%2025-12-312026-01-16

QUIZ ZACKS TRUST87.0K shares29.20%2025-12-312026-01-16

DIA SPDR DOW JONES INDL AVERAGE4.8K shares-1.58%2025-12-312026-01-16

ABBV ABBVIE INC9.8K shares3.96%2025-12-312026-01-16

Sponsored

VTV VANGUARD INDEX FDS11.7K shares-4.48%2025-12-312026-01-16

ORCL ORACLE CORP11.4K shares-9.17%2025-12-312026-01-16

JNJ JOHNSON & JOHNSON10.3K shares20.92%2025-12-312026-01-16

SMIZ ZACKS TRUST57.4K shares16.06%2025-12-312026-01-16

AGG ISHARES TR21.3K shares14.15%2025-12-312026-01-16

V VISA INC6.0K shares6.12%2025-12-312026-01-16

MAXJ ISHARES TR68.1K shares-9.02%2025-12-312026-01-16

FISR SSGA ACTIVE TR72.1K shares48.36%2025-12-312026-01-16

Sponsored

XLSR SSGA ACTIVE TR27.8K shares-2.82%2025-12-312026-01-16

RTX RTX CORPORATION9.0K shares-2.25%2025-12-312026-01-16

SPMO INVESCO EXCH TRADED FD TR II13.6K shares-25.56%2025-12-312026-01-16

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET41.2K shares-7.29%2025-12-312026-01-16

CRWD CROWDSTRIKE HLDGS INC3.4K shares-5.78%2025-12-312026-01-16

EMLC VANECK ETF TRUST60.0K shares263.94%2025-12-312026-01-16

DUSB DIMENSIONAL ETF TRUST30.2K sharesnew addition2025-12-312026-01-16

VYM VANGUARD WHITEHALL FDS10.7K shares0.25%2025-12-312026-01-16

Sponsored

DFAT DIMENSIONAL ETF TRUST25.3K shares-12.50%2025-12-312026-01-16

AER AERCAP HOLDINGS NV10.4K shares-6.58%2025-12-312026-01-16

LLY ELI LILLY & CO1.4K shares-10.08%2025-12-312026-01-16

HOOD ROBINHOOD MKTS INC13.0K shares3.41%2025-12-312026-01-16

BUFR FIRST TR EXCHNG TRADED FD VI42.9K shares2.65%2025-12-312026-01-16

IVW ISHARES TR11.9K shares-1.01%2025-12-312026-01-16

FTCB FIRST TR EXCHANGE-TRADED FD69.0K shares12.10%2025-12-312026-01-16

IVV ISHARES TR2.1K shares3.19%2025-12-312026-01-16

Sponsored

SPDW SPDR INDEX SHS FDS31.5K shares39.24%2025-12-312026-01-16

FTHI FIRST TR EXCHANGE TRADED FD57.6K shares8.61%2025-12-312026-01-16

EFA ISHARES TR13.9K shares0.62%2025-12-312026-01-16

SCHX SCHWAB STRATEGIC TR48.4K shares91.27%2025-12-312026-01-16

XOM EXXON MOBIL CORP10.6K shares4.21%2025-12-312026-01-16

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW10.8K shares-2.76%2025-12-312026-01-16

CCJ CAMECO CORP13.1K shares-0.27%2025-12-312026-01-16

PH PARKER-HANNIFIN CORP1.3K shares-3.45%2025-12-312026-01-16

Sponsored

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC13.9K shares-0.60%2025-12-312026-01-16

HD HOME DEPOT INC3.4K shares5.33%2025-12-312026-01-16

ISRG INTUITIVE SURGICAL INC2.1K shares-3.24%2025-12-312026-01-16

AVDV AMERICAN CENTY ETF TR12.4K shares23.07%2025-12-312026-01-16

ETFS GOLD TR ETFS GOLD TR28.1K shares0.16%2025-12-312026-01-16

SPEM SPDR INDEX SHS FDS24.5K shares-1.57%2025-12-312026-01-16

URA GLOBAL X FDS26.7K shares0.16%2025-12-312026-01-16

BARRICK MNG CORP BARRICK MNG CORP25.5K shares-2.07%2025-12-312026-01-16

Sponsored

HYLS FIRST TR EXCHANGE-TRADED FD26.5K shares7.18%2025-12-312026-01-16

SSO PROSHARES TR18.1K shares96.81%2025-12-312026-01-16

VZ VERIZON COMMUNICATIONS INC24.8K shares-3.30%2025-12-312026-01-16

PG PROCTER AND GAMBLE CO7.0K shares14.71%2025-12-312026-01-16

VV VANGUARD INDEX FDS3.2K shares2.87%2025-12-312026-01-16

AVEM AMERICAN CENTY ETF TR13.0K shares29.22%2025-12-312026-01-16

SCCO SOUTHERN COPPER CORP6.9K shares2.83%2025-12-312026-01-16

DFUV DIMENSIONAL ETF TRUST21.2K shares0.00%2025-12-312026-01-16

Sponsored

SCHW SCHWAB CHARLES CORP9.8K shares-0.31%2025-12-312026-01-16

WMT WALMART INC8.8K shares11.89%2025-12-312026-01-16

SO SOUTHERN CO11.2K shares6.21%2025-12-312026-01-16

OMAH TIDAL TRUST III52.0K shares-29.66%2025-12-312026-01-16

GLW CORNING INC11.0K shares9.43%2025-12-312026-01-16

VMBS VANGUARD SCOTTSDALE FDS20.4K shares13.64%2025-12-312026-01-16

IBM INTERNATIONAL BUSINESS MACHS3.2K shares13.92%2025-12-312026-01-16

XLF SELECT SECTOR SPDR TR17.1K shares-2.22%2025-12-312026-01-16

Sponsored

ADBE ADOBE INC2.6K shares-52.30%2025-12-312026-01-16

IWF ISHARES TR1.9K shares-1.23%2025-12-312026-01-16

NUE NUCOR CORP5.5K shares-0.91%2025-12-312026-01-16

FTQI FIRST TR EXCHANGE TRADED FD43.2K shares-10.22%2025-12-312026-01-16

MCK MCKESSON CORP1.1K shares22.64%2025-12-312026-01-16

MCD MCDONALDS CORP2.9K shares2.97%2025-12-312026-01-16

NBIS NEBIUS GROUP N.V.10.6K shares18.70%2025-12-312026-01-16

XAR SPDR SERIES TRUST3.7K shares-6.36%2025-12-312026-01-16

Sponsored

PANW PALO ALTO NETWORKS INC4.8K shares-10.33%2025-12-312026-01-16

ABT ABBOTT LABS7.0K shares0.10%2025-12-312026-01-16

APLD APPLIED DIGITAL CORP35.5K sharesnew addition2025-12-312026-01-16

SCHE SCHWAB STRATEGIC TR26.2K shares-4.30%2025-12-312026-01-16

KTOS KRATOS DEFENSE & SEC SOLUTIO11.1K shares77.97%2025-12-312026-01-16

IWD ISHARES TR4.0K shares-0.55%2025-12-312026-01-16

SPIB SPDR SERIES TRUST24.9K shares-9.46%2025-12-312026-01-16

ARCC ARES CAPITAL CORP41.2K shares-7.86%2025-12-312026-01-16

Sponsored

TFLO ISHARES TR16.4K shares10.05%2025-12-312026-01-16

NOW SERVICENOW INC5.3K shares381.53%2025-12-312026-01-16

T AT&T INC32.6K shares-20.17%2025-12-312026-01-16

CAT CATERPILLAR INC1.4K shares31.85%2025-12-312026-01-16

RMOP TIDAL TRUST III31.7K sharesnew addition2025-12-312026-01-16

LMT LOCKHEED MARTIN CORP1.6K shares17.23%2025-12-312026-01-16

QCOM QUALCOMM INC4.6K shares2.31%2025-12-312026-01-16

EEM ISHARES TR14.2K shares-2.65%2025-12-312026-01-16

Sponsored

SMBC SOUTHERN MO BANCORP INC12.9K shares0.44%2025-12-312026-01-16

JPST J P MORGAN EXCHANGE TRADED F15.0K shares30.30%2025-12-312026-01-16

SGOV ISHARES TR7.5K shares4.45%2025-12-312026-01-16

XLV SELECT SECTOR SPDR TR4.7K shares4.01%2025-12-312026-01-16

PFE PFIZER INC29.0K shares1.70%2025-12-312026-01-16

FTLS FIRST TR EXCH TRADED FD III10.0K shares0.27%2025-12-312026-01-16

CVX CHEVRON CORP NEW4.6K shares0.37%2025-12-312026-01-16

IEFA ISHARES TR7.9K shares0.46%2025-12-312026-01-16

Sponsored

VCSH VANGUARD SCOTTSDALE FDS8.8K shares10.15%2025-12-312026-01-16

VUG VANGUARD INDEX FDS1.4K shares5.49%2025-12-312026-01-16

PM PHILIP MORRIS INTL INC4.4K shares4.46%2025-12-312026-01-16

TJX TJX COS INC NEW4.6K shares8.50%2025-12-312026-01-16

CSCO CISCO SYS INC9.1K shares0.29%2025-12-312026-01-16

LNG CHENIERE ENERGY INC3.6K shares-13.35%2025-12-312026-01-16

MERCK & CO INC MERCK & CO INC6.6K shares47.67%2025-12-312026-01-16

IWM ISHARES TR2.8K shares0.00%2025-12-312026-01-16

Sponsored

MINT PIMCO ETF TR6.9K sharesnew addition2025-12-312026-01-16

IJH ISHARES TR10.4K shares0.31%2025-12-312026-01-16

JEPI J P MORGAN EXCHANGE TRADED F12.0K shares-10.72%2025-12-312026-01-16

UPS UNITED PARCEL SERVICE INC6.9K shares0.78%2025-12-312026-01-16

SPTL SPDR SERIES TRUST25.7K sharesnew addition2025-12-312026-01-16

SPSM SPDR SERIES TRUST14.4K shares-21.99%2025-12-312026-01-16

SUI SUN CMNTYS INC5.4K shares-12.90%2025-12-312026-01-16

VB VANGUARD INDEX FDS2.6K shares5.25%2025-12-312026-01-16

Sponsored

CGGR CAPITAL GROUP GROWTH ETF14.9K shares5.16%2025-12-312026-01-16

WELL WELLTOWER INC3.4K shares-2.32%2025-12-312026-01-16

VONV VANGUARD SCOTTSDALE FDS6.9K shares16.39%2025-12-312026-01-16

XYZ BLOCK INC9.7K shares-21.22%2025-12-312026-01-16

GUT GABELLI UTIL TR104.6K shares-3.95%2025-12-312026-01-16

BIL SPDR SERIES TRUST6.9K shares-50.36%2025-12-312026-01-16

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.8K shares4.75%2025-12-312026-01-16

SCHD SCHWAB STRATEGIC TR22.4K shares11.00%2025-12-312026-01-16

Sponsored

KNG FIRST TR EXCHANGE-TRADED FD12.4K shares6.29%2025-12-312026-01-16

NVO NOVO-NORDISK A S11.9K shares-0.10%2025-12-312026-01-16

EATON CORP PLC EATON CORP PLC1.9K shares-7.67%2025-12-312026-01-16

DFAC DIMENSIONAL ETF TRUST15.1K shares-0.11%2025-12-312026-01-16

GE AEROSPACE GE AEROSPACE1.9K shares-10.13%2025-12-312026-01-16

CMG CHIPOTLE MEXICAN GRILL INC16.0K shares-0.68%2025-12-312026-01-16

CGGE CAPITAL GROUP GLOBAL EQUITY18.6K shares3.42%2025-12-312026-01-16

MELI MERCADOLIBRE INC292 shares-30.48%2025-12-312026-01-16

Sponsored

INTC INTEL CORP15.9K shares96.74%2025-12-312026-01-16

HTGC HERCULES CAPITAL INC31.0K shares0.00%2025-12-312026-01-16

SLV ISHARES SILVER TR9.0K shares46.51%2025-12-312026-01-16

APH AMPHENOL CORP NEW4.3K shares10.91%2025-12-312026-01-16

XLG INVESCO EXCHANGE TRADED FD T9.7K shares-1.27%2025-12-312026-01-16

CGBL CAPITAL GROUP CORE BALANCED16.1K shares7.02%2025-12-312026-01-16

AMT AMERICAN TOWER CORP NEW3.2K shares-2.59%2025-12-312026-01-16

MS MORGAN STANLEY3.2K shares1.89%2025-12-312026-01-16

Sponsored

MAIN MAIN STR CAP CORP9.3K shares0.01%2025-12-312026-01-16

CITIGROUP INC CITIGROUP INC4.7K shares24.53%2025-12-312026-01-16

DLR DIGITAL RLTY TR INC3.5K shares-20.25%2025-12-312026-01-16

BAC BANK AMERICA CORP9.9K shares12.23%2025-12-312026-01-16

AMAT APPLIED MATLS INC2.1K shares-17.74%2025-12-312026-01-16

KO COCA COLA CO7.7K shares4.43%2025-12-312026-01-16

BINC BLACKROCK ETF TRUST II10.1K sharesnew addition2025-12-312026-01-16

CGUS CAPITAL GROUP CORE EQUITY ET13.1K shares9.22%2025-12-312026-01-16

Sponsored

AJG GALLAGHER ARTHUR J & CO2.0K shares6.94%2025-12-312026-01-16

IFRA ISHARES TR9.9K shares60.96%2025-12-312026-01-16

ECC EAGLE POINT CREDIT COMPANY I90.3K shares62.14%2025-12-312026-01-16

ALB ALBEMARLE CORP3.7K shares15.94%2025-12-312026-01-16

IJR ISHARES TR4.3K shares0.09%2025-12-312026-01-16

ARISTA NETWORKS INC ARISTA NETWORKS INC3.9K shares-1.58%2025-12-312026-01-16

JEPQ J P MORGAN EXCHANGE TRADED F8.8K shares9.33%2025-12-312026-01-16

CGGO CAPITAL GROUP GBL GROWTH EQT14.7K shares17.45%2025-12-312026-01-16

Sponsored

FTSL FIRST TR EXCHANGE-TRADED FD11.1K shares45.02%2025-12-312026-01-16

FMF FIRST TR EXCHANGE-TRADED FD10.8K shares2.26%2025-12-312026-01-16

AGM FEDERAL AGRIC MTG CORP2.9K shares-16.18%2025-12-312026-01-16

CMI CUMMINS INC977 shares-5.79%2025-12-312026-01-16

CIBR FIRST TR EXCHANGE TRADED FD7.0K shares14.03%2025-12-312026-01-16

OKE ONEOK INC NEW6.7K shares-0.15%2025-12-312026-01-16

SPGI S&P GLOBAL INC932 shares-1.69%2025-12-312026-01-16

BK BANK NEW YORK MELLON CORP4.2K shares31.54%2025-12-312026-01-16

Sponsored

SCHZ SCHWAB STRATEGIC TR20.4K sharesnew addition2025-12-312026-01-16

FAAR FIRST TR EXCHANGE TRAD FD VI17.3K shares1.94%2025-12-312026-01-16

LAM RESEARCH CORP LAM RESEARCH CORP2.7K sharesnew addition2025-12-312026-01-16

BP BP PLC13.4K shares0.00%2025-12-312026-01-16

CGMU CAPITAL GRP FIXED INCM ETF T17.0K sharesnew addition2025-12-312026-01-16

VEU VANGUARD INTL EQUITY INDEX F6.3K shares-1.38%2025-12-312026-01-16

VXUS VANGUARD STAR FDS6.1K shares18.13%2025-12-312026-01-16

DIS DISNEY WALT CO4.0K shares1.38%2025-12-312026-01-16

Sponsored

SDVD FIRST TR EXCH TRADED FD III21.4K shares2.94%2025-12-312026-01-16

VYMI VANGUARD WHITEHALL FDS5.1K shares0.06%2025-12-312026-01-16

LEU CENTRUS ENERGY CORP1.9K shares126.29%2025-12-312026-01-16

HBAN HUNTINGTON BANCSHARES INC26.4K shares10.24%2025-12-312026-01-16

SRLN SSGA ACTIVE ETF TR11.1K shares-0.24%2025-12-312026-01-16

EMHC SPDR SERIES TRUST17.8K shares0.44%2025-12-312026-01-16

ILMN ILLUMINA INC3.4K shares-0.72%2025-12-312026-01-16

FLOT ISHARES TR8.8K shares-2.27%2025-12-312026-01-16

Sponsored

GPIQ GOLDMAN SACHS ETF TR8.5K shares7.62%2025-12-312026-01-16

GPIX GOLDMAN SACHS ETF TR8.5K shares7.63%2025-12-312026-01-16

ENB ENBRIDGE INC9.3K shares-0.48%2025-12-312026-01-16

BND VANGUARD BD INDEX FDS5.9K shares7.72%2025-12-312026-01-16

VOE VANGUARD INDEX FDS2.5K shares0.24%2025-12-312026-01-16

CGMM CAPITAL GROUP EQUITY ETF TR15.1K shares15.58%2025-12-312026-01-16

OXY OCCIDENTAL PETE CORP10.4K shares-20.24%2025-12-312026-01-16

TRV TRAVELERS COMPANIES INC1.4K shares-10.04%2025-12-312026-01-16

Sponsored

MEDTRONIC PLC MEDTRONIC PLC4.4K shares83.94%2025-12-312026-01-16

CERY SPDR SERIES TRUST14.6K shares-41.13%2025-12-312026-01-16

GROZ ZACKS TRUST13.9K shares15.72%2025-12-312026-01-16

TGT TARGET CORP4.2K shares4.26%2025-12-312026-01-16

WDC WESTERN DIGITAL CORP2.4K shares-32.02%2025-12-312026-01-16

NOC NORTHROP GRUMMAN CORP701 shares-10.81%2025-12-312026-01-16

DELL DELL TECHNOLOGIES INC3.2K shares62.31%2025-12-312026-01-16

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T2.1K shares70.94%2025-12-312026-01-16

Sponsored

FN FABRINET863 shares2.49%2025-12-312026-01-16

EVRG EVERGY INC5.4K shares0.02%2025-12-312026-01-16

FTCS FIRST TR EXCHANGE-TRADED FD4.2K shares6.23%2025-12-312026-01-16

CRWV COREWEAVE INC5.4K shares13.66%2025-12-312026-01-16

TIPX SPDR SERIES TRUST19.3K shares2.85%2025-12-312026-01-16

ACWI ISHARES TR2.6K shares-0.95%2025-12-312026-01-16

FVD FIRST TR EXCHANGE-TRADED FD7.9K shares0.00%2025-12-312026-01-16

GILD GILEAD SCIENCES INC3.0K sharesnew addition2025-12-312026-01-16

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JAAA JANUS DETROIT STR TR7.2K shares-1.37%2025-12-312026-01-16

ED CONSOLIDATED EDISON INC3.7K shares16.65%2025-12-312026-01-16

NET CLOUDFLARE INC1.8K shares0.72%2025-12-312026-01-16

SSD SIMPSON MFG INC2.2K shares-5.76%2025-12-312026-01-16

IGLD FIRST TR EXCHANGE-TRADED FD14.3K shares-4.08%2025-12-312026-01-16

CGDV CAPITAL GROUP DIVIDEND VALUE8.2K shares-2.82%2025-12-312026-01-16

WMB WILLIAMS COS INC5.9K shares3.55%2025-12-312026-01-16

PUTNAM ETF TRUST PUTNAM ETF TRUST35.9K sharesnew addition2025-12-312026-01-16

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TLT ISHARES TR4.1K shares15.03%2025-12-312026-01-16

WM WASTE MGMT INC DEL1.6K shares-20.03%2025-12-312026-01-16

ULTA ULTA BEAUTY INC581 shares0.00%2025-12-312026-01-16

CGCB CAPITAL GRP FIXED INCM ETF T13.2K shares30.85%2025-12-312026-01-16

PEP PEPSICO INC2.4K shares-0.37%2025-12-312026-01-16

SPMD SPDR SERIES TRUST6.0K shares0.72%2025-12-312026-01-16

IJK ISHARES TR3.6K shares0.00%2025-12-312026-01-16

MCO MOODYS CORP674 shares-9.16%2025-12-312026-01-16

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MWA MUELLER WTR PRODS INC14.4K shares-2.39%2025-12-312026-01-16

FDD FIRST TR EXCHANGE-TRADED FD19.7K shares-30.13%2025-12-312026-01-16

FIX COMFORT SYS USA INC362 shares4.62%2025-12-312026-01-16

MEDP MEDPACE HLDGS INC600 shares7.53%2025-12-312026-01-16

BYD BOYD GAMING CORP3.9K shares-3.08%2025-12-312026-01-16

BROOKFIELD INFRASTRUCTURE CO BROOKFIELD INFRASTRUCTURE CO7.4K shares23.51%2025-12-312026-01-16

VOT VANGUARD INDEX FDS1.2K shares-53.64%2025-12-312026-01-16

XLP SELECT SECTOR SPDR TR4.3K shares11.67%2025-12-312026-01-16

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FTHY FIRST TR HIGH YIELD OPPRT 2023.6K shares-2.68%2025-12-312026-01-16

D DOMINION ENERGY INC5.6K shares-21.86%2025-12-312026-01-16

SPTM SPDR SERIES TRUST4.0K shares0.00%2025-12-312026-01-16

BLACKSTONE INC BLACKSTONE INC2.1K shares-28.52%2025-12-312026-01-16

SCHA SCHWAB STRATEGIC TR11.6K sharesnew addition2025-12-312026-01-16

CLOI VANECK ETF TRUST6.2K shares0.57%2025-12-312026-01-16

ITW ILLINOIS TOOL WKS INC1.3K shares-5.85%2025-12-312026-01-16

AVUV AMERICAN CENTY ETF TR3.2K shares-9.76%2025-12-312026-01-16

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CAH CARDINAL HEALTH INC1.6K sharesnew addition2025-12-312026-01-16

EMR EMERSON ELEC CO2.4K shares-8.01%2025-12-312026-01-16

QQQI NEOS ETF TRUST6.0K shares15.22%2025-12-312026-01-16

BUXX EA SERIES TRUST15.8K shares0.00%2025-12-312026-01-16

ARM ARM HOLDINGS PLC2.9K shares-6.44%2025-12-312026-01-16

XLY SELECT SECTOR SPDR TR2.7K shares82.70%2025-12-312026-01-16

KMI KINDER MORGAN INC DEL11.6K shares13.75%2025-12-312026-01-16

FEMB FIRST TR EXCH TRADED FD III10.7K sharesnew addition2025-12-312026-01-16

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UEC URANIUM ENERGY CORP27.0K shares3.27%2025-12-312026-01-16

SOXX ISHARES TR1.0K sharesnew addition2025-12-312026-01-16

STT STATE STR CORP2.4K shares19.96%2025-12-312026-01-16

AMGN AMGEN INC956 shares-7.63%2025-12-312026-01-16

PLD PROLOGIS INC.2.4K shares7.53%2025-12-312026-01-16

IUSB ISHARES TR6.6K shares0.00%2025-12-312026-01-16

TRFM ETF SER SOLUTIONS6.5K shares6.51%2025-12-312026-01-16

BUFQ FIRST TR EXCHNG TRADED FD VI8.6K shares6.19%2025-12-312026-01-16

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VO VANGUARD INDEX FDS1.0K shares11.75%2025-12-312026-01-16

VSS VANGUARD INTL EQUITY INDEX F2.1K shares0.00%2025-12-312026-01-16

VTR VENTAS INC3.9K sharesnew addition2025-12-312026-01-16

HON HONEYWELL INTL INC1.5K sharesnew addition2025-12-312026-01-16

GDLC GRAYSCALE COINDESK CRYPTO7.2K sharesnew addition2025-12-312026-01-16

SPYM SPDR SERIES TRUST3.7K shares19.24%2025-12-312026-01-16

JHMD JOHN HANCOCK EXCHANGE TRADED7.1K shares-0.63%2025-12-312026-01-16

SDVY FIRST TR EXCHANGE-TRADED FD7.7K shares1.76%2025-12-312026-01-16

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SCHF SCHWAB STRATEGIC TR12.1K sharesnew addition2025-12-312026-01-16

BKNG BOOKING HOLDINGS INC54 shares-6.90%2025-12-312026-01-16

VT VANGUARD INTL EQUITY INDEX F2.0K shares2.05%2025-12-312026-01-16

UNH UNITEDHEALTH GROUP INC865 shares-25.17%2025-12-312026-01-16

FXO FIRST TR EXCHANGE TRADED FD4.6K shares-24.80%2025-12-312026-01-16

UTG REAVES UTIL INCOME FD7.6K shares0.00%2025-12-312026-01-16

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IWB ISHARES TR747 shares0.27%2025-12-312026-01-16

DVYE ISHARES INC8.9K shares-6.80%2025-12-312026-01-16

MO ALTRIA GROUP INC4.8K shares9.77%2025-12-312026-01-16

CGDG CAPITAL GROUP DIVIDEND GROWE7.7K shares-1.49%2025-12-312026-01-16

ETH GRAYSCALE ETHEREUM MINI TR E9.8K sharesnew addition2025-12-312026-01-16

PFF ISHARES TR8.8K shares-3.64%2025-12-312026-01-16

LAC LITHIUM AMERS CORP NEW62.4K shares30.00%2025-12-312026-01-16

SKYY FIRST TR EXCHANGE TRADED FD2.1K shares26.38%2025-12-312026-01-16

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CRM SALESFORCE INC1.0K shares-3.07%2025-12-312026-01-16

IBIT ISHARES BITCOIN TRUST ETF5.4K sharesnew addition2025-12-312026-01-16

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VBR VANGUARD INDEX FDS1.2K shares0.24%2025-12-312026-01-16

WFC WELLS FARGO CO NEW2.8K shares-30.16%2025-12-312026-01-16

GWX SPDR INDEX SHS FDS6.4K shares2.38%2025-12-312026-01-16

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MET METLIFE INC3.3K sharesnew addition2025-12-312026-01-16

MPC MARATHON PETE CORP1.6K shares-25.75%2025-12-312026-01-16

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JCI JOHNSON CTLS INTL PLC2.1K shares-15.99%2025-12-312026-01-16

IVE ISHARES TR1.2K shares-4.09%2025-12-312026-01-16

USB US BANCORP DEL4.7K sharesnew addition2025-12-312026-01-16

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FOXA FOX CORP3.4K sharesnew addition2025-12-312026-01-16

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CELESTICA INC CELESTICA INC841 sharesnew addition2025-12-312026-01-16

THE CIGNA GROUP THE CIGNA GROUP881 shares-3.29%2025-12-312026-01-16

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FPE FIRST TR EXCH TRADED FD III13.0K shares-4.63%2025-12-312026-01-16

ADP AUTOMATIC DATA PROCESSING IN917 shares6.13%2025-12-312026-01-16

FTNT FORTINET INC3.0K shares-12.78%2025-12-312026-01-16

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TRMB TRIMBLE INC3.0K shares0.10%2025-12-312026-01-16

USMV ISHARES TR2.5K shares0.00%2025-12-312026-01-16

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TT TRANE TECHNOLOGIES PLC593 shares-26.79%2025-12-312026-01-16

SPAB SPDR SERIES TRUST8.9K sharesnew addition2025-12-312026-01-16

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PATK PATRICK INDS INC2.1K shares1.44%2025-12-312026-01-16

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AIT APPLIED INDL TECHNOLOGIES IN877 shares12.29%2025-12-312026-01-16

TDVI FIRST TR EXCHANGE-TRADED FD8.0K sharesnew addition2025-12-312026-01-16

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AZN ASTRAZENECA PLC2.4K sharesnew addition2025-12-312026-01-16

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UBER UBER TECHNOLOGIES INC2.7K shares23.22%2025-12-312026-01-16

TMO THERMO FISHER SCIENTIFIC INC376 shares-10.48%2025-12-312026-01-16

VST VISTRA CORP1.3K shares-35.26%2025-12-312026-01-16

IEI ISHARES TR1.8K sharesnew addition2025-12-312026-01-16

GPRF GOLDMAN SACHS ETF TR4.2K shares-3.98%2025-12-312026-01-16

FIIG FIRST TR EXCHANGE-TRADED FD10.1K sharesnew addition2025-12-312026-01-16

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II3.0K shares0.00%2025-12-312026-01-16

BITWISE FUNDS TRUST BITWISE FUNDS TRUST10.8K sharesnew addition2025-12-312026-01-16

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CVS CVS HEALTH CORP2.7K sharesnew addition2025-12-312026-01-16

SBUX STARBUCKS CORP2.5K shares-5.63%2025-12-312026-01-16

COLL COLLEGIUM PHARMACEUTICAL INC4.5K sharesnew addition2025-12-312026-01-16

SMA SMARTSTOP SELF STORAG REIT I6.7K sharesnew addition2025-12-312026-01-16

CGSD CAPITAL GRP FIXED INCM ETF T8.0K sharesnew addition2025-12-312026-01-16

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MPLX MPLX LP3.8K sharesnew addition2025-12-312026-01-16

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RWJ INVESCO EXCH TRADED FD TR II4.2K shares0.07%2025-12-312026-01-16

S SENTINELONE INC13.5K shares-76.43%2025-12-312026-01-16

NTAP NETAPP INC1.9K shares-18.54%2025-12-312026-01-16

AHR AMERICAN HEALTHCARE REIT INC4.3K shares-33.70%2025-12-312026-01-16

RITM RITHM CAPITAL CORP18.3K shares1.44%2025-12-312026-01-16

LITHIUM ARGENTINA AG LITHIUM ARGENTINA AG34.8K shares-3.58%2025-12-312026-01-16

AVPT AVEPOINT INC14.0K shares11.36%2025-12-312026-01-16

SMR NUSCALE PWR CORP13.5K shares5.95%2025-12-312026-01-16

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ARLO ARLO TECHNOLOGIES INC13.2K shares9.94%2025-12-312026-01-16

ACHR ARCHER AVIATION INC23.4K shares90.65%2025-12-312026-01-16

GRAYSCALE SOLANA TR ETF GRAYSCALE SOLANA TR ETF15.2K sharesnew addition2025-12-312026-01-16

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LUMENTUM HLDGS INC LUMENTUM HLDGS INC26.0K shares0.00%2025-12-312026-01-16

WESTERN DIGITAL CORP WESTERN DIGITAL CORP19.0K shares-5.00%2025-12-312026-01-16

LOOP LOOP INDS INC56.6K shares-13.46%2025-12-312026-01-16

ADVANCED ENERGY INDS ADVANCED ENERGY INDS26.0K shares0.00%2025-12-312026-01-16

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CHEFS WHSE INC CHEFS WHSE INC26.0K shares0.00%2025-12-312026-01-16

UBER TECHNOLOGIES INC UBER TECHNOLOGIES INC30.0K shares3.45%2025-12-312026-01-16

LIVE NATION ENTERTAINMENT IN LIVE NATION ENTERTAINMENT IN26.0K shares0.00%2025-12-312026-01-16

SOUTHERN CO SOUTHERN CO34.0K shares17.24%2025-12-312026-01-16

OSI SYSTEMS INC OSI SYSTEMS INC24.0K shares0.00%2025-12-312026-01-16

CLOUDFLARE INC CLOUDFLARE INC29.0K shares0.00%2025-12-312026-01-16

ON SEMICONDUCTOR CORP ON SEMICONDUCTOR CORP28.0K shares0.00%2025-12-312026-01-16

FORD MTR CO FORD MTR CO32.0K shares-3.03%2025-12-312026-01-16

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MERITAGE HOMES CORP MERITAGE HOMES CORP34.0K shares-2.86%2025-12-312026-01-16

LANTHEUS HLDGS INC LANTHEUS HLDGS INC29.0K shares52.63%2025-12-312026-01-16

LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL26.0K shares0.00%2025-12-312026-01-16

WEC ENERGY GROUP INC WEC ENERGY GROUP INC28.0K shares3.70%2025-12-312026-01-16

TETRA TECH INC NEW TETRA TECH INC NEW29.0K shares45.00%2025-12-312026-01-16

BIOMARIN PHARMACEUTICAL INC BIOMARIN PHARMACEUTICAL INC32.0K shares-3.03%2025-12-312026-01-16

HALOZYME THERAPEUTICS INC HALOZYME THERAPEUTICS INC28.0K shares0.00%2025-12-312026-01-16

DEXCOM INC DEXCOM INC33.0K shares-8.33%2025-12-312026-01-16

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SNOWFLAKE INC SNOWFLAKE INC20.0K sharesnew addition2025-12-312026-01-16

HAEMONETICS CORP MASS HAEMONETICS CORP MASS30.0K shares0.00%2025-12-312026-01-16

VAIL RESORTS INC VAIL RESORTS INC30.0K shares0.00%2025-12-312026-01-16

CHEESECAKE FACTORY INC CHEESECAKE FACTORY INC30.0K shares0.00%2025-12-312026-01-16

AKAMAI TECHNOLOGIES INC AKAMAI TECHNOLOGIES INC29.0K shares0.00%2025-12-312026-01-16

DROPBOX INC DROPBOX INC29.0K shares0.00%2025-12-312026-01-16

FLUOR CORP FLUOR CORP25.0K shares-3.85%2025-12-312026-01-16

NUTANIX INC NUTANIX INC24.0K shares-4.00%2025-12-312026-01-16

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POST HLDGS INC POST HLDGS INC25.0K shares-3.85%2025-12-312026-01-16

MIRUM PHARMACEUTICALS INC MIRUM PHARMACEUTICALS INC10.0K shares0.00%2025-12-312026-01-16

PG&E CORP PG&E CORP24.0K shares-7.69%2025-12-312026-01-16

ALNYLAM PHARMACEUTICALS INC ALNYLAM PHARMACEUTICALS INC15.0K shares0.00%2025-12-312026-01-16

INTEGER HLDGS CORP INTEGER HLDGS CORP19.0K shares-5.00%2025-12-312026-01-16

IONIS PHARMACEUTICALS INC IONIS PHARMACEUTICALS INC15.0K shares0.00%2025-12-312026-01-16

MKS INC. MKS INC.16.0K shares0.00%2025-12-312026-01-16

MGP INGREDIENTS INC NEW MGP INGREDIENTS INC NEW21.0K shares0.00%2025-12-312026-01-16

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NORTHERN OIL & GAS INC NORTHERN OIL & GAS INC20.0K shares0.00%2025-12-312026-01-16

PATRICK INDS INC PATRICK INDS INC10.0K shares-50.00%2025-12-312026-01-16

RIVIAN AUTOMOTIVE INC RIVIAN AUTOMOTIVE INC13.0K shares-7.14%2025-12-312026-01-16

IRHYTHM TECHNOLOGIES INC IRHYTHM TECHNOLOGIES INC11.0K sharesnew addition2025-12-312026-01-16

ETSY INC ETSY INC14.0K shares-6.67%2025-12-312026-01-16

FRESHPET INC FRESHPET INC12.0K shares0.00%2025-12-312026-01-16

PROGRESS SOFTWARE CORP PROGRESS SOFTWARE CORP13.0K shares-7.14%2025-12-312026-01-16

HBIO HARVARD BIOSCIENCE INC10.0K shares-14.89%2025-12-312026-01-16

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IMUX IMMUNIC INC12.0K shares0.00%2025-12-312026-01-16

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