Sponsored

The Analysis of Burt Wealth Advisors's Holdings & P&L

Currently, Burt Wealth Advisors holds 115 types of securities in its portfolio with a total value $407.3M. In the most recent quarter, they have increased their positions in ICSH (+81.9K shares, valued at $4.2M), BRK.B (+5.1K shares, valued at $2.6M), AMZN (+5.1K shares, valued at $1.1M); decreased their positions in VTEB (-13.9K shares, valued at $698.4K), SPY (-525 shares, valued at $349.7K), OMFL (-4.6K shares, valued at $275.3K); initiated new positions in BRK.B (+5.1K shares, valued at $2.6M), CAT (+471 shares, valued at $224.6K), IJR (+1.8K shares, valued at $211.3K).

1M P&L

+16.5M+4.03%

3M P&L

-647.6K-0.15%

HY P&L

+14.9M+3.63%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A308.2M

75.7%

2Information Technology Services41.9M

10.3%

3Software - Infrastructure7.9M

1.9%

Top Industries by Stock Count

1N/A61 stocks

53.0%

2Drug Manufacturers - General6 stocks

5.2%

3Credit Services3 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CACI CACI INTL INC80.7K shares0.00%2025-09-302025-11-05

SCHX SCHWAB STRATEGIC TR1.5M shares0.15%2025-09-302025-11-05

BIV VANGUARD BD INDEX FDS458.1K shares2.95%2025-09-302025-11-05

SPY SPDR S&P 500 ETF TR43.9K shares-1.18%2025-09-302025-11-05

SPIB SPDR SERIES TRUST856.6K shares2.63%2025-09-302025-11-05

EFAV ISHARES TR276.5K shares-0.94%2025-09-302025-11-05

OMFL INVESCO EXCH TRD SLF IDX FD356.1K shares-1.27%2025-09-302025-11-05

FNDX SCHWAB STRATEGIC TR651.6K shares-0.53%2025-09-302025-11-05

Sponsored

SCHA SCHWAB STRATEGIC TR604.1K shares0.40%2025-09-302025-11-05

STIP ISHARES TR141.1K shares3.72%2025-09-302025-11-05

SPAB SPDR SERIES TRUST285.1K shares-1.42%2025-09-302025-11-05

AAPL APPLE INC27.3K shares-1.62%2025-09-302025-11-05

VTEB VANGUARD MUN BD FDS120.5K shares-10.38%2025-09-302025-11-05

MSFT MICROSOFT CORP11.3K shares-0.35%2025-09-302025-11-05

VEA VANGUARD TAX-MANAGED FDS95.1K shares4.57%2025-09-302025-11-05

UNH UNITEDHEALTH GROUP INC15.1K shares-2.29%2025-09-302025-11-05

Sponsored

ICSH ISHARES TR100.2K shares446.06%2025-09-302025-11-05

SPMO INVESCO EXCH TRADED FD TR II41.2K shares0.00%2025-09-302025-11-05

WST WEST PHARMACEUTICAL SVSC INC18.1K shares-5.00%2025-09-302025-11-05

MUB ISHARES TR42.5K shares4.84%2025-09-302025-11-05

IXUS ISHARES TR53.3K shares-1.04%2025-09-302025-11-05

AOR ISHARES TR64.0K shares-0.14%2025-09-302025-11-05

IAGG ISHARES TR78.0K shares-0.43%2025-09-302025-11-05

AMZN AMAZON COM INC17.2K shares42.58%2025-09-302025-11-05

Sponsored

TDTT FLEXSHARES TR123.7K shares-2.45%2025-09-302025-11-05

VOO VANGUARD INDEX FDS4.3K shares-0.33%2025-09-302025-11-05

BRK.B BERKSHIRE HATHAWAY INC DEL5.1K sharesnew addition2025-09-302025-11-05

JNJ JOHNSON & JOHNSON12.8K shares0.00%2025-09-302025-11-05

PALC PACER FDS TR44.0K shares-5.51%2025-09-302025-11-05

IMCV ISHARES TR27.4K shares-1.10%2025-09-302025-11-05

JPM JPMORGAN CHASE & CO.5.5K shares-1.15%2025-09-302025-11-05

LLY ELI LILLY & CO2.3K shares-4.29%2025-09-302025-11-05

Sponsored

MMIT NEW YORK LIFE INVTS ACTIVE E70.4K shares0.00%2025-09-302025-11-05

PRF INVESCO EXCHANGE TRADED FD T36.8K shares2.79%2025-09-302025-11-05

IBM INTERNATIONAL BUSINESS MACHS5.7K shares0.05%2025-09-302025-11-05

GE GE AEROSPACE4.7K shares-4.00%2025-09-302025-11-05

PG PROCTER AND GAMBLE CO8.5K shares0.00%2025-09-302025-11-05

MAR MARRIOTT INTL INC NEW4.7K shares0.00%2025-09-302025-11-05

GOOGL ALPHABET INC5.0K shares-5.84%2025-09-302025-11-05

BSV VANGUARD BD INDEX FDS14.5K shares-1.69%2025-09-302025-11-05

Sponsored

PLTR PALANTIR TECHNOLOGIES INC6.1K shares-4.53%2025-09-302025-11-05

WMT WALMART INC10.1K shares0.02%2025-09-302025-11-05

EEMA ISHARES INC11.1K shares0.00%2025-09-302025-11-05

XOM EXXON MOBIL CORP8.9K shares-7.50%2025-09-302025-11-05

HEI HEICO CORP NEW3.1K shares0.00%2025-09-302025-11-05

SCHZ SCHWAB STRATEGIC TR41.8K shares0.23%2025-09-302025-11-05

SCHG SCHWAB STRATEGIC TR29.9K shares-1.31%2025-09-302025-11-05

ORCL ORACLE CORP3.1K shares0.00%2025-09-302025-11-05

Sponsored

AXP AMERICAN EXPRESS CO2.5K shares0.00%2025-09-302025-11-05

GLTR ABRDN PRECIOUS METALS BASKET5.0K shares0.00%2025-09-302025-11-05

MTUM ISHARES TR3.2K shares0.00%2025-09-302025-11-05

STPZ PIMCO ETF TR15.1K shares0.00%2025-09-302025-11-05

UNP UNION PAC CORP3.4K shares0.00%2025-09-302025-11-05

AMGN AMGEN INC2.8K shares-0.42%2025-09-302025-11-05

IMCG ISHARES TR9.5K shares0.00%2025-09-302025-11-05

HYMB SPDR SERIES TRUST31.3K shares-24.62%2025-09-302025-11-05

Sponsored

GOOG ALPHABET INC3.2K shares0.00%2025-09-302025-11-05

IUSB ISHARES TR16.4K shares0.00%2025-09-302025-11-05

GEV GE VERNOVA INC1.2K shares0.00%2025-09-302025-11-05

HEI.A HEICO CORP NEW2.8K shares0.00%2025-09-302025-11-05

MCK MCKESSON CORP816 shares0.00%2025-09-302025-11-05

SHM SPDR SERIES TRUST13.0K shares0.00%2025-09-302025-11-05

V VISA INC1.8K shares0.00%2025-09-302025-11-05

BOND PIMCO ETF TR6.5K shares0.00%2025-09-302025-11-05

Sponsored

IQLT ISHARES TR12.5K shares0.00%2025-09-302025-11-05

HD HOME DEPOT INC1.3K shares0.00%2025-09-302025-11-05

AMP AMERIPRISE FINL INC1.1K shares0.00%2025-09-302025-11-05

IWV ISHARES TR1.4K shares0.00%2025-09-302025-11-05

VWO VANGUARD INTL EQUITY INDEX F8.8K shares-2.25%2025-09-302025-11-05

HYS PIMCO ETF TR4.9K shares-1.06%2025-09-302025-11-05

GLOF ISHARES TR9.1K shares0.00%2025-09-302025-11-05

MMM 3M CO3.0K shares0.00%2025-09-302025-11-05

Sponsored

IBIT ISHARES BITCOIN TRUST ETF7.1K shares18.37%2025-09-302025-11-05

MDYV SPDR SERIES TRUST5.5K shares8.71%2025-09-302025-11-05

IWP ISHARES TR3.2K shares-4.51%2025-09-302025-11-05

VTI VANGUARD INDEX FDS1.3K shares-0.75%2025-09-302025-11-05

ABBV ABBVIE INC1.8K shares-1.07%2025-09-302025-11-05

WFC WELLS FARGO CO NEW5.1K shares0.00%2025-09-302025-11-05

PTLC PACER FDS TR7.7K shares0.00%2025-09-302025-11-05

IEFA ISHARES TR4.8K shares0.00%2025-09-302025-11-05

Sponsored

BNDX VANGUARD CHARLOTTE FDS8.3K shares0.12%2025-09-302025-11-05

USTB VICTORY PORTFOLIOS II7.7K shares-2.64%2025-09-302025-11-05

USB US BANCORP DEL8.1K shares0.00%2025-09-302025-11-05

EFX EQUIFAX INC1.5K shares0.00%2025-09-302025-11-05

CSCO CISCO SYS INC5.6K shares-1.26%2025-09-302025-11-05

STT STATE STR CORP3.3K shares0.00%2025-09-302025-11-05

DIS DISNEY WALT CO3.2K shares0.00%2025-09-302025-11-05

COF CAPITAL ONE FINL CORP1.7K shares0.00%2025-09-302025-11-05

Sponsored

BAC BANK AMERICA CORP7.0K shares0.00%2025-09-302025-11-05

XLK SELECT SECTOR SPDR TR1.2K shares0.00%2025-09-302025-11-05

AEP AMERICAN ELEC PWR CO INC3.1K shares0.00%2025-09-302025-11-05

NKE NIKE INC4.9K shares0.00%2025-09-302025-11-05

PFE PFIZER INC12.9K shares0.14%2025-09-302025-11-05

EEMV ISHARES INC4.8K shares-1.10%2025-09-302025-11-05

NVDA NVIDIA CORPORATION1.6K shares3.45%2025-09-302025-11-05

MRK MERCK & CO INC3.5K shares-0.11%2025-09-302025-11-05

Sponsored

SCHB SCHWAB STRATEGIC TR11.6K shares0.01%2025-09-302025-11-05

SPSM SPDR SERIES TRUST6.2K shares0.00%2025-09-302025-11-05

CVX CHEVRON CORP NEW1.8K shares8.64%2025-09-302025-11-05

SCHF SCHWAB STRATEGIC TR12.1K shares23.67%2025-09-302025-11-05

EGBN EAGLE BANCORP INC MD13.9K shares0.00%2025-09-302025-11-05

SYY SYSCO CORP3.4K shares0.00%2025-09-302025-11-05

JPIE J P MORGAN EXCHANGE TRADED F5.7K shares0.00%2025-09-302025-11-05

ABT ABBOTT LABS1.9K shares-4.91%2025-09-302025-11-05

Sponsored

SKOR FLEXSHARES TR5.2K shares0.00%2025-09-302025-11-05

PEP PEPSICO INC1.8K shares0.00%2025-09-302025-11-05

BKNG BOOKING HOLDINGS INC46 shares0.00%2025-09-302025-11-05

PNC PNC FINL SVCS GROUP INC1.2K shares0.00%2025-09-302025-11-05

NSC NORFOLK SOUTHN CORP800 shares0.00%2025-09-302025-11-05

MS MORGAN STANLEY1.5K shares0.00%2025-09-302025-11-05

CAT CATERPILLAR INC471 sharesnew addition2025-09-302025-11-05

LMT LOCKHEED MARTIN CORP447 shares0.00%2025-09-302025-11-05

Sponsored

IJR ISHARES TR1.8K sharesnew addition2025-09-302025-11-05

IVV ISHARES TR315 sharesnew addition2025-09-302025-11-05

MOAT VANECK ETF TRUST2.0K sharesnew addition2025-09-302025-11-05

CACI

CACI INTL INC

0.00%

Shares80.7K

Event2025-09-30

Filed2025-11-05

SCHX

SCHWAB STRATEGIC TR

0.15%

Shares1.5M

Event2025-09-30

Filed2025-11-05

BIV

VANGUARD BD INDEX FDS

2.95%

Shares458.1K

Event2025-09-30

Filed2025-11-05

SPY

SPDR S&P 500 ETF TR

-1.18%

Shares43.9K

Event2025-09-30

Filed2025-11-05

SPIB

SPDR SERIES TRUST

2.63%

Shares856.6K

Event2025-09-30

Filed2025-11-05

EFAV

ISHARES TR

-0.94%

Shares276.5K

Event2025-09-30

Filed2025-11-05

OMFL

INVESCO EXCH TRD SLF IDX FD

-1.27%

Shares356.1K

Event2025-09-30

Filed2025-11-05

FNDX

SCHWAB STRATEGIC TR

-0.53%

Shares651.6K

Event2025-09-30

Filed2025-11-05

SCHA

SCHWAB STRATEGIC TR

0.40%

Shares604.1K

Event2025-09-30

Filed2025-11-05

STIP

ISHARES TR

3.72%

Shares141.1K

Event2025-09-30

Filed2025-11-05

SPAB

SPDR SERIES TRUST

-1.42%

Shares285.1K

Event2025-09-30

Filed2025-11-05

AAPL

APPLE INC

-1.62%

Shares27.3K

Event2025-09-30

Filed2025-11-05

VTEB

VANGUARD MUN BD FDS

-10.38%

Shares120.5K

Event2025-09-30

Filed2025-11-05

MSFT

MICROSOFT CORP

-0.35%

Shares11.3K

Event2025-09-30

Filed2025-11-05

VEA

VANGUARD TAX-MANAGED FDS

4.57%

Shares95.1K

Event2025-09-30

Filed2025-11-05

UNH

UNITEDHEALTH GROUP INC

-2.29%

Shares15.1K

Event2025-09-30

Filed2025-11-05

ICSH

ISHARES TR

446.06%

Shares100.2K

Event2025-09-30

Filed2025-11-05

SPMO

INVESCO EXCH TRADED FD TR II

0.00%

Shares41.2K

Event2025-09-30

Filed2025-11-05

WST

WEST PHARMACEUTICAL SVSC INC

-5.00%

Shares18.1K

Event2025-09-30

Filed2025-11-05

MUB

ISHARES TR

4.84%

Shares42.5K

Event2025-09-30

Filed2025-11-05

IXUS

ISHARES TR

-1.04%

Shares53.3K

Event2025-09-30

Filed2025-11-05

AOR

ISHARES TR

-0.14%

Shares64.0K

Event2025-09-30

Filed2025-11-05

IAGG

ISHARES TR

-0.43%

Shares78.0K

Event2025-09-30

Filed2025-11-05

AMZN

AMAZON COM INC

42.58%

Shares17.2K

Event2025-09-30

Filed2025-11-05

TDTT

FLEXSHARES TR

-2.45%

Shares123.7K

Event2025-09-30

Filed2025-11-05

VOO

VANGUARD INDEX FDS

-0.33%

Shares4.3K

Event2025-09-30

Filed2025-11-05

BRK.B

BERKSHIRE HATHAWAY INC DEL

New

Shares5.1K

Event2025-09-30

Filed2025-11-05

JNJ

JOHNSON & JOHNSON

0.00%

Shares12.8K

Event2025-09-30

Filed2025-11-05

PALC

PACER FDS TR

-5.51%

Shares44.0K

Event2025-09-30

Filed2025-11-05

IMCV

ISHARES TR

-1.10%

Shares27.4K

Event2025-09-30

Filed2025-11-05

JPM

JPMORGAN CHASE & CO.

-1.15%

Shares5.5K

Event2025-09-30

Filed2025-11-05

LLY

ELI LILLY & CO

-4.29%

Shares2.3K

Event2025-09-30

Filed2025-11-05

MMIT

NEW YORK LIFE INVTS ACTIVE E

0.00%

Shares70.4K

Event2025-09-30

Filed2025-11-05

PRF

INVESCO EXCHANGE TRADED FD T

2.79%

Shares36.8K

Event2025-09-30

Filed2025-11-05

IBM

INTERNATIONAL BUSINESS MACHS

0.05%

Shares5.7K

Event2025-09-30

Filed2025-11-05

GE AEROSPACE

-4.00%

Shares4.7K

Event2025-09-30

Filed2025-11-05

PROCTER AND GAMBLE CO

0.00%

Shares8.5K

Event2025-09-30

Filed2025-11-05

MAR

MARRIOTT INTL INC NEW

0.00%

Shares4.7K

Event2025-09-30

Filed2025-11-05

GOOGL

ALPHABET INC

-5.84%

Shares5.0K

Event2025-09-30

Filed2025-11-05

BSV

VANGUARD BD INDEX FDS

-1.69%

Shares14.5K

Event2025-09-30

Filed2025-11-05

PLTR

PALANTIR TECHNOLOGIES INC

-4.53%

Shares6.1K

Event2025-09-30

Filed2025-11-05

WMT

WALMART INC

0.02%

Shares10.1K

Event2025-09-30

Filed2025-11-05

EEMA

ISHARES INC

0.00%

Shares11.1K

Event2025-09-30

Filed2025-11-05

XOM

EXXON MOBIL CORP

-7.50%

Shares8.9K

Event2025-09-30

Filed2025-11-05

HEI

HEICO CORP NEW

0.00%

Shares3.1K

Event2025-09-30

Filed2025-11-05

SCHZ

SCHWAB STRATEGIC TR

0.23%

Shares41.8K

Event2025-09-30

Filed2025-11-05

SCHG

SCHWAB STRATEGIC TR

-1.31%

Shares29.9K

Event2025-09-30

Filed2025-11-05

ORCL

ORACLE CORP

0.00%

Shares3.1K

Event2025-09-30

Filed2025-11-05

AXP

AMERICAN EXPRESS CO

0.00%

Shares2.5K

Event2025-09-30

Filed2025-11-05

GLTR

ABRDN PRECIOUS METALS BASKET

0.00%

Shares5.0K

Event2025-09-30

Filed2025-11-05

MTUM

ISHARES TR

0.00%

Shares3.2K

Event2025-09-30

Filed2025-11-05

STPZ

PIMCO ETF TR

0.00%

Shares15.1K

Event2025-09-30

Filed2025-11-05

UNP

UNION PAC CORP

0.00%

Shares3.4K

Event2025-09-30

Filed2025-11-05

AMGN

AMGEN INC

-0.42%

Shares2.8K

Event2025-09-30

Filed2025-11-05

IMCG

ISHARES TR

0.00%

Shares9.5K

Event2025-09-30

Filed2025-11-05

HYMB

SPDR SERIES TRUST

-24.62%

Shares31.3K

Event2025-09-30

Filed2025-11-05

GOOG

ALPHABET INC

0.00%

Shares3.2K

Event2025-09-30

Filed2025-11-05

IUSB

ISHARES TR

0.00%

Shares16.4K

Event2025-09-30

Filed2025-11-05

GEV

GE VERNOVA INC

0.00%

Shares1.2K

Event2025-09-30

Filed2025-11-05

HEI.A

HEICO CORP NEW

0.00%

Shares2.8K

Event2025-09-30

Filed2025-11-05

MCK

MCKESSON CORP

0.00%

Shares816

Event2025-09-30

Filed2025-11-05

SHM

SPDR SERIES TRUST

0.00%

Shares13.0K

Event2025-09-30

Filed2025-11-05

VISA INC

0.00%

Shares1.8K

Event2025-09-30

Filed2025-11-05

BOND

PIMCO ETF TR

0.00%

Shares6.5K

Event2025-09-30

Filed2025-11-05

IQLT

ISHARES TR

0.00%

Shares12.5K

Event2025-09-30

Filed2025-11-05

HOME DEPOT INC

0.00%

Shares1.3K

Event2025-09-30

Filed2025-11-05

AMP

AMERIPRISE FINL INC

0.00%

Shares1.1K

Event2025-09-30

Filed2025-11-05

IWV

ISHARES TR

0.00%

Shares1.4K

Event2025-09-30

Filed2025-11-05

VWO

VANGUARD INTL EQUITY INDEX F

-2.25%

Shares8.8K

Event2025-09-30

Filed2025-11-05

HYS

PIMCO ETF TR

-1.06%

Shares4.9K

Event2025-09-30

Filed2025-11-05

GLOF

ISHARES TR

0.00%

Shares9.1K

Event2025-09-30

Filed2025-11-05

MMM

3M CO

0.00%

Shares3.0K

Event2025-09-30

Filed2025-11-05

IBIT

ISHARES BITCOIN TRUST ETF

18.37%

Shares7.1K

Event2025-09-30

Filed2025-11-05

MDYV

SPDR SERIES TRUST

8.71%

Shares5.5K

Event2025-09-30

Filed2025-11-05

IWP

ISHARES TR

-4.51%

Shares3.2K

Event2025-09-30

Filed2025-11-05

VTI

VANGUARD INDEX FDS

-0.75%

Shares1.3K

Event2025-09-30

Filed2025-11-05

ABBV

ABBVIE INC

-1.07%

Shares1.8K

Event2025-09-30

Filed2025-11-05

WFC

WELLS FARGO CO NEW

0.00%

Shares5.1K

Event2025-09-30

Filed2025-11-05

PTLC

PACER FDS TR

0.00%

Shares7.7K

Event2025-09-30

Filed2025-11-05

IEFA

ISHARES TR

0.00%

Shares4.8K

Event2025-09-30

Filed2025-11-05

BNDX

VANGUARD CHARLOTTE FDS

0.12%

Shares8.3K

Event2025-09-30

Filed2025-11-05

USTB

VICTORY PORTFOLIOS II

-2.64%

Shares7.7K

Event2025-09-30

Filed2025-11-05

USB

US BANCORP DEL

0.00%

Shares8.1K

Event2025-09-30

Filed2025-11-05

EFX

EQUIFAX INC

0.00%

Shares1.5K

Event2025-09-30

Filed2025-11-05

CSCO

CISCO SYS INC

-1.26%

Shares5.6K

Event2025-09-30

Filed2025-11-05

STT

STATE STR CORP

0.00%

Shares3.3K

Event2025-09-30

Filed2025-11-05

DIS

DISNEY WALT CO

0.00%

Shares3.2K

Event2025-09-30

Filed2025-11-05

COF

CAPITAL ONE FINL CORP

0.00%

Shares1.7K

Event2025-09-30

Filed2025-11-05

BAC

BANK AMERICA CORP

0.00%

Shares7.0K

Event2025-09-30

Filed2025-11-05

XLK

SELECT SECTOR SPDR TR

0.00%

Shares1.2K

Event2025-09-30

Filed2025-11-05

AEP

AMERICAN ELEC PWR CO INC

0.00%

Shares3.1K

Event2025-09-30

Filed2025-11-05

NKE

NIKE INC

0.00%

Shares4.9K

Event2025-09-30

Filed2025-11-05

PFE

PFIZER INC

0.14%

Shares12.9K

Event2025-09-30

Filed2025-11-05

EEMV

ISHARES INC

-1.10%

Shares4.8K

Event2025-09-30

Filed2025-11-05

NVDA

NVIDIA CORPORATION

3.45%

Shares1.6K

Event2025-09-30

Filed2025-11-05

MRK

MERCK & CO INC

-0.11%

Shares3.5K

Event2025-09-30

Filed2025-11-05

SCHB

SCHWAB STRATEGIC TR

0.01%

Shares11.6K

Event2025-09-30

Filed2025-11-05

SPSM

SPDR SERIES TRUST

0.00%

Shares6.2K

Event2025-09-30

Filed2025-11-05

CVX

CHEVRON CORP NEW

8.64%

Shares1.8K

Event2025-09-30

Filed2025-11-05

SCHF

SCHWAB STRATEGIC TR

23.67%

Shares12.1K

Event2025-09-30

Filed2025-11-05

EGBN

EAGLE BANCORP INC MD

0.00%

Shares13.9K

Event2025-09-30

Filed2025-11-05

SYY

SYSCO CORP

0.00%

Shares3.4K

Event2025-09-30

Filed2025-11-05

JPIE

J P MORGAN EXCHANGE TRADED F

0.00%

Shares5.7K

Event2025-09-30

Filed2025-11-05

ABT

ABBOTT LABS

-4.91%

Shares1.9K

Event2025-09-30

Filed2025-11-05

SKOR

FLEXSHARES TR

0.00%

Shares5.2K

Event2025-09-30

Filed2025-11-05

PEP

PEPSICO INC

0.00%

Shares1.8K

Event2025-09-30

Filed2025-11-05

BKNG

BOOKING HOLDINGS INC

0.00%

Shares46

Event2025-09-30

Filed2025-11-05

PNC

PNC FINL SVCS GROUP INC

0.00%

Shares1.2K

Event2025-09-30

Filed2025-11-05

NSC

NORFOLK SOUTHN CORP

0.00%

Shares800

Event2025-09-30

Filed2025-11-05

MORGAN STANLEY

0.00%

Shares1.5K

Event2025-09-30

Filed2025-11-05

CAT

CATERPILLAR INC

New

Shares471

Event2025-09-30

Filed2025-11-05

LMT

LOCKHEED MARTIN CORP

0.00%

Shares447

Event2025-09-30

Filed2025-11-05

IJR

ISHARES TR

New

Shares1.8K

Event2025-09-30

Filed2025-11-05

IVV

ISHARES TR

New

Shares315

Event2025-09-30

Filed2025-11-05

MOAT

VANECK ETF TRUST

New

Shares2.0K

Event2025-09-30

Filed2025-11-05

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available