The Analysis of C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad's Holdings
Currently, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad holds 412 types of securities in its portfolio with a total value $1.7B. In the most recent quarter, they have increased their positions in DFAX (+1.8M shares, valued at $57.7M), VEA (+831.6K shares, valued at $49.8M), DFIC (+1.1M shares, valued at $37.6M); decreased their positions in IYW (-65.9K shares, valued at $12.9M), QQQM (-33.1K shares, valued at $8.2M), VOO (-13.3K shares, valued at $8.2M); initiated new positions in DFAX (+1.8M shares, valued at $57.7M), VEA (+831.6K shares, valued at $49.8M), DFIC (+1.1M shares, valued at $37.6M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST4.0M shares2.01%2025-09-302025-10-21
SPYM SPDR SERIES TRUST1.6M shares4.92%2025-09-302025-10-21 DCOR DIMENSIONAL ETF TRUST904.9K shares5.99%2025-09-302025-10-21 DFAX DIMENSIONAL ETF TRUST1.8M sharesnew addition2025-09-302025-10-21 VUG VANGUARD INDEX FDS108.8K shares11.45%2025-09-302025-10-21 VEA VANGUARD TAX-MANAGED FDS831.6K sharesnew addition2025-09-302025-10-21 DYNF BLACKROCK ETF TRUST794.5K shares24.33%2025-09-302025-10-21 QUAL ISHARES TR222.9K shares-2.64%2025-09-302025-10-21 VTV VANGUARD INDEX FDS215.6K shares10.35%2025-09-302025-10-21 DFIC DIMENSIONAL ETF TRUST1.1M sharesnew addition2025-09-302025-10-21 IEMG ISHARES INC479.5K sharesnew addition2025-09-302025-10-21 XLG INVESCO EXCHANGE TRADED FD T543.5K shares114.76%2025-09-302025-10-21 BALT INNOVATOR ETFS TRUST858.5K shares4.47%2025-09-302025-10-21 AAPL APPLE INC98.6K shares18.09%2025-09-302025-10-21 SPYG SPDR SERIES TRUST237.7K shares5.11%2025-09-302025-10-21 BIL SPDR SERIES TRUST257.3K sharesnew addition2025-09-302025-10-21 IVE ISHARES TR113.9K shares11.50%2025-09-302025-10-21 BNDX VANGUARD CHARLOTTE FDS381.8K sharesnew addition2025-09-302025-10-21 BAI BLACKROCK ETF TRUST529.7K shares158.68%2025-09-302025-10-21 QQQ INVESCO QQQ TR30.0K shares6.06%2025-09-302025-10-21 THRO BLACKROCK ETF TRUST466.4K shares9.90%2025-09-302025-10-21 MSFT MICROSOFT CORP34.1K shares5.54%2025-09-302025-10-21 VWO VANGUARD INTL EQUITY INDEX F313.0K sharesnew addition2025-09-302025-10-21 DFEM DIMENSIONAL ETF TRUST494.7K sharesnew addition2025-09-302025-10-21 DFSD DIMENSIONAL ETF TRUST323.2K sharesnew addition2025-09-302025-10-21 SPDW SPDR INDEX SHS FDS346.2K sharesnew addition2025-09-302025-10-21 MTUM ISHARES TR54.5K shares1.16%2025-09-302025-10-21 VB VANGUARD INDEX FDS48.9K shares25.46%2025-09-302025-10-21 TLH ISHARES TR115.5K sharesnew addition2025-09-302025-10-21 BSV VANGUARD BD INDEX FDS148.2K sharesnew addition2025-09-302025-10-21 BRK.B BERKSHIRE HATHAWAY INC DEL23.1K shares9.60%2025-09-302025-10-21 NVDA NVIDIA CORPORATION62.1K shares-0.50%2025-09-302025-10-21 QQQM INVESCO EXCH TRADED FD TR II45.7K shares-42.01%2025-09-302025-10-21 IAU ISHARES GOLD TR154.9K sharesnew addition2025-09-302025-10-21 UJUL INNOVATOR ETFS TRUST270.2K shares4.55%2025-09-302025-10-21 BINC BLACKROCK ETF TRUST II191.9K sharesnew addition2025-09-302025-10-21 DFUS DIMENSIONAL ETF TRUST139.0K shares-2.48%2025-09-302025-10-21 MBB ISHARES TR104.7K sharesnew addition2025-09-302025-10-21 VOO VANGUARD INDEX FDS15.6K shares-46.08%2025-09-302025-10-21 DFCF DIMENSIONAL ETF TRUST217.6K sharesnew addition2025-09-302025-10-21 SHLD GLOBAL X FDS130.5K sharesnew addition2025-09-302025-10-21 DFGX DIMENSIONAL ETF TRUST166.9K sharesnew addition2025-09-302025-10-21 UJAN INNOVATOR ETFS TRUST205.4K shares5.93%2025-09-302025-10-21 CGDV CAPITAL GROUP DIVIDEND VALUE202.2K shares91.41%2025-09-302025-10-21 UOCT INNOVATOR ETFS TRUST216.4K shares6.39%2025-09-302025-10-21 DGCB DIMENSIONAL ETF TRUST148.1K sharesnew addition2025-09-302025-10-21 UAPR INNOVATOR ETFS TRUST251.5K shares5.47%2025-09-302025-10-21 VTI VANGUARD INDEX FDS21.4K shares-40.29%2025-09-302025-10-21 SOXX ISHARES TR25.5K shares47.15%2025-09-302025-10-21 ABBV ABBVIE INC28.9K shares-1.49%2025-09-302025-10-21 AIRR FIRST TR EXCHANGE TRADED FD67.2K shares53.85%2025-09-302025-10-21 UJUN INNOVATOR ETFS TRUST163.8K shares8.25%2025-09-302025-10-21 IYW ISHARES TR30.6K shares-68.26%2025-09-302025-10-21 BLOK AMPLIFY ETF TR88.9K sharesnew addition2025-09-302025-10-21 UAUG INNOVATOR ETFS TRUST149.5K shares8.44%2025-09-302025-10-21 USEP INNOVATOR ETFS TRUST150.9K shares9.07%2025-09-302025-10-21 UDEC INNOVATOR ETFS TRUST151.9K shares9.19%2025-09-302025-10-21 VMBS VANGUARD SCOTTSDALE FDS123.9K sharesnew addition2025-09-302025-10-21 UFEB INNOVATOR ETFS TRUST162.2K shares8.95%2025-09-302025-10-21 AMZN AMAZON COM INC26.3K shares0.62%2025-09-302025-10-21 UMAR INNOVATOR ETFS TRUST147.4K shares8.74%2025-09-302025-10-21 UNOV INNOVATOR ETFS TRUST153.0K shares8.67%2025-09-302025-10-21 BIV VANGUARD BD INDEX FDS73.4K sharesnew addition2025-09-302025-10-21 UMAY INNOVATOR ETFS TRUST157.4K shares9.17%2025-09-302025-10-21 IVV ISHARES TR8.4K shares3.17%2025-09-302025-10-21 BLV VANGUARD BD INDEX FDS78.5K sharesnew addition2025-09-302025-10-21 USFR WISDOMTREE TR107.4K sharesnew addition2025-09-302025-10-21 HD HOME DEPOT INC13.2K shares0.18%2025-09-302025-10-21 FBCG FIDELITY COVINGTON TRUST93.1K sharesnew addition2025-09-302025-10-21 GLD SPDR GOLD TR14.0K sharesnew addition2025-09-302025-10-21 SPY SPDR S&P 500 ETF TR7.3K shares2.03%2025-09-302025-10-21 AVDE AMERICAN CENTY ETF TR61.7K sharesnew addition2025-09-302025-10-21 SPMO INVESCO EXCH TRADED FD TR II37.0K shares-12.69%2025-09-302025-10-21 XLK SELECT SECTOR SPDR TR15.0K shares158.41%2025-09-302025-10-21 LLY ELI LILLY & CO5.4K shares254.97%2025-09-302025-10-21 HIMU BLACKROCK ETF TRUST II76.9K sharesnew addition2025-09-302025-10-21 VOE VANGUARD INDEX FDS21.5K shares-3.58%2025-09-302025-10-21 QLTA ISHARES TR76.6K sharesnew addition2025-09-302025-10-21 RY ROYAL BK CDA25.0K shares-0.16%2025-09-302025-10-21 GOOG ALPHABET INC15.1K shares-2.82%2025-09-302025-10-21 ITA ISHARES TR16.4K sharesnew addition2025-09-302025-10-21 VTEI VANGUARD MUN BD FDS33.8K sharesnew addition2025-09-302025-10-21 AVGO BROADCOM INC10.3K shares-45.20%2025-09-302025-10-21 IVW ISHARES TR28.0K shares14.17%2025-09-302025-10-21 META META PLATFORMS INC4.6K shares10.64%2025-09-302025-10-21 DFGR DIMENSIONAL ETF TRUST123.3K sharesnew addition2025-09-302025-10-21 IBIT ISHARES BITCOIN TRUST ETF50.7K shares29.73%2025-09-302025-10-21 WMT WALMART INC31.8K shares3.82%2025-09-302025-10-21 QTUM ETF SER SOLUTIONS31.0K shares0.97%2025-09-302025-10-21 DFNM DIMENSIONAL ETF TRUST66.8K sharesnew addition2025-09-302025-10-21 IUSV ISHARES TR31.6K shares-9.14%2025-09-302025-10-21 XOM EXXON MOBIL CORP27.9K shares23.87%2025-09-302025-10-21 HEFA ISHARES TR79.0K sharesnew addition2025-09-302025-10-21 UFO PROCURE ETF TRUST II87.7K sharesnew addition2025-09-302025-10-21 EFV ISHARES TR44.7K sharesnew addition2025-09-302025-10-21 ESGU ISHARES TR20.3K shares0.20%2025-09-302025-10-21 DGRO ISHARES TR43.2K shares13.51%2025-09-302025-10-21 XUSP INNOVATOR ETFS TRUST62.8K shares-7.52%2025-09-302025-10-21 PLTR PALANTIR TECHNOLOGIES INC15.9K shares31.80%2025-09-302025-10-21 DIA SPDR DOW JONES INDL AVERAGE6.2K shares-0.93%2025-09-302025-10-21 MEAR ISHARES U S ETF TR55.6K sharesnew addition2025-09-302025-10-21 ABT ABBOTT LABS20.9K shares-1.72%2025-09-302025-10-21 XLE SELECT SECTOR SPDR TR31.4K sharesnew addition2025-09-302025-10-21 GOOGL ALPHABET INC11.3K shares5.32%2025-09-302025-10-21 IBM INTERNATIONAL BUSINESS MACHS9.7K shares1.48%2025-09-302025-10-21 SPAB SPDR SERIES TRUST102.9K sharesnew addition2025-09-302025-10-21 NFLX NETFLIX INC2.2K shares2.88%2025-09-302025-10-21 MAR MARRIOTT INTL INC NEW10.1K shares-0.03%2025-09-302025-10-21 SIL GLOBAL X FDS35.8K sharesnew addition2025-09-302025-10-21 GDX VANECK ETF TRUST33.4K sharesnew addition2025-09-302025-10-21 BILS SPDR SERIES TRUST25.6K sharesnew addition2025-09-302025-10-21 TSLA TESLA INC5.7K shares26.10%2025-09-302025-10-21 JNJ JOHNSON & JOHNSON13.5K shares30.03%2025-09-302025-10-21 VGT VANGUARD WORLD FD3.3K shares49.06%2025-09-302025-10-21 GSY INVESCO ACTIVELY MANAGED EXC48.7K sharesnew addition2025-09-302025-10-21 COST COSTCO WHSL CORP NEW2.6K shares-7.89%2025-09-302025-10-21 OEF ISHARES TR7.2K shares-14.52%2025-09-302025-10-21 MCD MCDONALDS CORP7.5K shares225.01%2025-09-302025-10-21 AVUV AMERICAN CENTY ETF TR22.2K shares-7.97%2025-09-302025-10-21 VTEB VANGUARD MUN BD FDS42.7K sharesnew addition2025-09-302025-10-21 SHW SHERWIN WILLIAMS CO6.1K shares20.12%2025-09-302025-10-21 IUSB ISHARES TR43.6K sharesnew addition2025-09-302025-10-21 CRDO CREDO TECHNOLOGY GROUP HOLDI13.9K shares0.00%2025-09-302025-10-21 CAT CATERPILLAR INC4.1K shares0.12%2025-09-302025-10-21 JPM JPMORGAN CHASE & CO.6.2K shares12.14%2025-09-302025-10-21 SPSB SPDR SERIES TRUST63.6K sharesnew addition2025-09-302025-10-21 MOAT VANECK ETF TRUST19.2K shares-64.28%2025-09-302025-10-21 FNDF SCHWAB STRATEGIC TR41.8K sharesnew addition2025-09-302025-10-21 AVEM AMERICAN CENTY ETF TR23.7K sharesnew addition2025-09-302025-10-21 NLR VANECK ETF TRUST13.0K shares5.15%2025-09-302025-10-21 IXN ISHARES TR16.9K shares1.23%2025-09-302025-10-21 IGEB ISHARES TR37.4K sharesnew addition2025-09-302025-10-21 VOT VANGUARD INDEX FDS5.8K shares-39.10%2025-09-302025-10-21 IWR ISHARES TR17.6K shares1.81%2025-09-302025-10-21 VV VANGUARD INDEX FDS5.4K shares1.53%2025-09-302025-10-21 EEM ISHARES TR31.3K sharesnew addition2025-09-302025-10-21 VYM VANGUARD WHITEHALL FDS11.6K shares-77.03%2025-09-302025-10-21 SMH VANECK ETF TRUST5.0K shares80.47%2025-09-302025-10-21 MUB ISHARES TR15.1K sharesnew addition2025-09-302025-10-21 VTIP VANGUARD MALVERN FDS31.5K sharesnew addition2025-09-302025-10-21 LMT LOCKHEED MARTIN CORP3.2K shares-7.77%2025-09-302025-10-21 XLU SELECT SECTOR SPDR TR18.0K shares187.68%2025-09-302025-10-21 BALI BLACKROCK ETF TRUST48.2K sharesnew addition2025-09-302025-10-21 IEFA ISHARES TR17.2K sharesnew addition2025-09-302025-10-21 BIDD BLACKROCK ETF TRUST53.2K sharesnew addition2025-09-302025-10-21 ZJUL INNOVATOR ETFS TRUST51.5K shares389.63%2025-09-302025-10-21 VBK VANGUARD INDEX FDS5.0K shares-5.11%2025-09-302025-10-21 IDEV ISHARES TR18.3K sharesnew addition2025-09-302025-10-21 ESPO VANECK ETF TRUST12.0K sharesnew addition2025-09-302025-10-21 XLF SELECT SECTOR SPDR TR26.6K shares338.35%2025-09-302025-10-21 ICSH ISHARES TR28.0K sharesnew addition2025-09-302025-10-21 VBR VANGUARD INDEX FDS6.8K shares5.80%2025-09-302025-10-21 VGLT VANGUARD SCOTTSDALE FDS24.8K sharesnew addition2025-09-302025-10-21 BUFR FIRST TR EXCHNG TRADED FD VI41.8K shares42.38%2025-09-302025-10-21 FEZ SPDR INDEX SHS FDS22.4K sharesnew addition2025-09-302025-10-21 GJUL FIRST TR EXCHNG TRADED FD VI34.0K sharesnew addition2025-09-302025-10-21 VEEV VEEVA SYS INC4.6K shares-0.02%2025-09-302025-10-21 GAUG FIRST TR EXCHNG TRADED FD VI35.2K sharesnew addition2025-09-302025-10-21 IWY ISHARES TR5.0K shares7.41%2025-09-302025-10-21 IWP ISHARES TR9.5K shares-3.62%2025-09-302025-10-21 HYGW ISHARES TR44.4K sharesnew addition2025-09-302025-10-21 PM PHILIP MORRIS INTL INC8.3K shares2.98%2025-09-302025-10-21 HEWJ ISHARES TR27.0K sharesnew addition2025-09-302025-10-21 PG PROCTER AND GAMBLE CO8.4K shares31.51%2025-09-302025-10-21 T AT&T INC45.9K shares13.17%2025-09-302025-10-21 NSC NORFOLK SOUTHN CORP4.3K shares-0.83%2025-09-302025-10-21 VTES VANGUARD WELLINGTON FD12.6K sharesnew addition2025-09-302025-10-21 MS MORGAN STANLEY8.0K shares-0.57%2025-09-302025-10-21 AGG ISHARES TR12.5K sharesnew addition2025-09-302025-10-21 FTC FIRST TR EXCHANGE-TRADED ALP7.8K shares-38.06%2025-09-302025-10-21 PWB INVESCO EXCHANGE TRADED FD T9.9K shares67.66%2025-09-302025-10-21 MINT PIMCO ETF TR12.1K sharesnew addition2025-09-302025-10-21 CLOA BLACKROCK ETF TRUST II23.3K sharesnew addition2025-09-302025-10-21 IEF ISHARES TR12.5K sharesnew addition2025-09-302025-10-21 IGRO ISHARES TR14.8K sharesnew addition2025-09-302025-10-21 FV FIRST TR EXCHANGE TRADED FD19.0K shares-73.91%2025-09-302025-10-21 XLI SELECT SECTOR SPDR TR7.6K sharesnew addition2025-09-302025-10-21 SGOV ISHARES TR11.5K sharesnew addition2025-09-302025-10-21 VHT VANGUARD WORLD FD4.4K shares6.37%2025-09-302025-10-21 JAJL INNOVATOR ETFS TRUST37.8K shares57.54%2025-09-302025-10-21 BUFD FIRST TR EXCHNG TRADED FD VI38.7K shares54.09%2025-09-302025-10-21 RPG INVESCO EXCHANGE TRADED FD T22.4K sharesnew addition2025-09-302025-10-21 ORCL ORACLE CORP3.8K shares30.96%2025-09-302025-10-21 SHY ISHARES TR12.6K sharesnew addition2025-09-302025-10-21 ADP AUTOMATIC DATA PROCESSING IN3.5K shares0.63%2025-09-302025-10-21 ICVT ISHARES TR10.4K sharesnew addition2025-09-302025-10-21 COWZ PACER FDS TR18.0K shares19.15%2025-09-302025-10-21 UNH UNITEDHEALTH GROUP INC2.9K shares-21.93%2025-09-302025-10-21 IWV ISHARES TR2.7K shares8.52%2025-09-302025-10-21 AFL AFLAC INC9.0K shares0.06%2025-09-302025-10-21 EMXC ISHARES INC14.7K sharesnew addition2025-09-302025-10-21 DFIP DIMENSIONAL ETF TRUST23.5K sharesnew addition2025-09-302025-10-21 IXC ISHARES TR23.7K sharesnew addition2025-09-302025-10-21 DFSV DIMENSIONAL ETF TRUST30.9K shares7.01%2025-09-302025-10-21 LOW LOWES COS INC3.9K shares-1.39%2025-09-302025-10-21 SCHF SCHWAB STRATEGIC TR41.8K sharesnew addition2025-09-302025-10-21 DUK DUKE ENERGY CORP NEW7.6K shares31.11%2025-09-302025-10-21 SHYM BLACKROCK ETF TRUST II41.4K sharesnew addition2025-09-302025-10-21 MSTR STRATEGY INC2.9K shares9.28%2025-09-302025-10-21 VOYA VOYA FINANCIAL INC12.2K shares0.00%2025-09-302025-10-21 SHOP SHOPIFY INC6.2K shares6.61%2025-09-302025-10-21 AMLP ALPS ETF TR19.5K sharesnew addition2025-09-302025-10-21 SFLR INNOVATOR ETFS TRUST25.2K shares0.12%2025-09-302025-10-21 AMD ADVANCED MICRO DEVICES INC5.6K shares-8.20%2025-09-302025-10-21 CVX CHEVRON CORP NEW5.8K shares-21.03%2025-09-302025-10-21 VCSH VANGUARD SCOTTSDALE FDS11.1K sharesnew addition2025-09-302025-10-21 ZAPR INNOVATOR ETFS TRUST34.5K sharesnew addition2025-09-302025-10-21 ETN EATON CORP PLC2.3K shares-22.09%2025-09-302025-10-21 NEE NEXTERA ENERGY INC11.4K shares-1.08%2025-09-302025-10-21 FBTC FIDELITY WISE ORIGIN BITCOIN8.6K sharesnew addition2025-09-302025-10-21 SLV ISHARES SILVER TR19.6K sharesnew addition2025-09-302025-10-21 KRE SPDR SERIES TRUST12.9K shares-73.17%2025-09-302025-10-21 MGC VANGUARD WORLD FD3.3K shares6.19%2025-09-302025-10-21 NVR NVR INC100 shares0.00%2025-09-302025-10-21 TJX TJX COS INC NEW5.4K shares1.05%2025-09-302025-10-21 DRI DARDEN RESTAURANTS INC4.1K shares-0.34%2025-09-302025-10-21 IGM ISHARES TR6.1K shares1.24%2025-09-302025-10-21 AXP AMERICAN EXPRESS CO2.3K shares48.79%2025-09-302025-10-21 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-09-302025-10-21 FSEP FIRST TR EXCHNG TRADED FD VI14.9K shares2.61%2025-09-302025-10-21 CWB SPDR SERIES TRUST8.3K sharesnew addition2025-09-302025-10-21 IBHE ISHARES TR32.1K sharesnew addition2025-09-302025-10-21 SUB ISHARES TR6.8K sharesnew addition2025-09-302025-10-21 GLDM WORLD GOLD TR9.5K sharesnew addition2025-09-302025-10-21 ESGE ISHARES INC16.7K sharesnew addition2025-09-302025-10-21 IJH ISHARES TR10.9K shares-16.14%2025-09-302025-10-21 HYG ISHARES TR8.7K sharesnew addition2025-09-302025-10-21 PEP PEPSICO INC5.0K shares5.28%2025-09-302025-10-21 EWT ISHARES INC10.8K shares-7.70%2025-09-302025-10-21 TFC TRUIST FINL CORP14.9K shares89.17%2025-09-302025-10-21 TFLO ISHARES TR13.5K sharesnew addition2025-09-302025-10-21 DSEP FIRST TR EXCHNG TRADED FD VI15.2K shares-0.15%2025-09-302025-10-21 ARGT GLOBAL X FDS9.6K sharesnew addition2025-09-302025-10-21 VEU VANGUARD INTL EQUITY INDEX F9.3K sharesnew addition2025-09-302025-10-21 BAC BANK AMERICA CORP12.9K shares-6.26%2025-09-302025-10-21 AIQ GLOBAL X FDS13.5K shares26.86%2025-09-302025-10-21 AMGN AMGEN INC2.4K shares74.08%2025-09-302025-10-21 BA BOEING CO3.1K shares-10.25%2025-09-302025-10-21 SCHB SCHWAB STRATEGIC TR25.6K shares5.55%2025-09-302025-10-21 RTX RTX CORPORATION3.7K shares9.20%2025-09-302025-10-21 V VISA INC1.8K shares-21.55%2025-09-302025-10-21 VGIT VANGUARD SCOTTSDALE FDS10.3K sharesnew addition2025-09-302025-10-21 VCIT VANGUARD SCOTTSDALE FDS7.4K sharesnew addition2025-09-302025-10-21 IJR ISHARES TR5.2K shares13.69%2025-09-302025-10-21 JEPI J P MORGAN EXCHANGE TRADED F10.7K sharesnew addition2025-09-302025-10-21 MLPX GLOBAL X FDS9.7K sharesnew addition2025-09-302025-10-21 STIP ISHARES TR5.9K sharesnew addition2025-09-302025-10-21 MGK VANGUARD WORLD FD1.5K shares-1.18%2025-09-302025-10-21 CRWD CROWDSTRIKE HLDGS INC1.2K shares0.66%2025-09-302025-10-21 MO ALTRIA GROUP INC9.1K shares2.38%2025-09-302025-10-21 GAM GENERAL AMERN INVS CO INC9.6K shares0.00%2025-09-302025-10-21 HON HONEYWELL INTL INC2.8K shares1.37%2025-09-302025-10-21 EWL ISHARES INC10.7K shares-7.34%2025-09-302025-10-21 EALT INNOVATOR ETFS TRUST17.0K shares141.09%2025-09-302025-10-21 PSX PHILLIPS 664.3K shares1.87%2025-09-302025-10-21 KBE SPDR SERIES TRUST9.8K shares-80.52%2025-09-302025-10-21 XLY SELECT SECTOR SPDR TR2.4K sharesnew addition2025-09-302025-10-21 EMR EMERSON ELEC CO4.4K shares2.17%2025-09-302025-10-21 IDNA ISHARES TR24.5K shares10.00%2025-09-302025-10-21 ANET ARISTA NETWORKS INC3.9K sharesnew addition2025-09-302025-10-21 QCOM QUALCOMM INC3.4K shares8.83%2025-09-302025-10-21 VNQ VANGUARD INDEX FDS6.2K sharesnew addition2025-09-302025-10-21 EWG ISHARES INC13.7K shares-76.41%2025-09-302025-10-21 MRK MERCK & CO INC6.7K shares8.96%2025-09-302025-10-21 AEE AMEREN CORP5.3K shares48.70%2025-09-302025-10-21 FLOT ISHARES TR10.8K sharesnew addition2025-09-302025-10-21 NDSN NORDSON CORP2.4K shares0.08%2025-09-302025-10-21 GBTC GRAYSCALE BITCOIN TRUST ETF6.0K sharesnew addition2025-09-302025-10-21 FE FIRSTENERGY CORP11.6K shares2.37%2025-09-302025-10-21 MELI MERCADOLIBRE INC226 shares-4.24%2025-09-302025-10-21 VIG VANGUARD 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shares33.53%2025-09-302025-10-21 BUG GLOBAL X FDS13.1K shares9.31%2025-09-302025-10-21 BCI ABRDN ETFS21.1K sharesnew addition2025-09-302025-10-21 NVS NOVARTIS AG3.5K shares0.48%2025-09-302025-10-21 AXON AXON ENTERPRISE INC627 shares0.00%2025-09-302025-10-21 COP CONOCOPHILLIPS4.7K shares-4.67%2025-09-302025-10-21 CSCO CISCO SYS INC6.5K shares15.47%2025-09-302025-10-21 FTEC FIDELITY COVINGTON TRUST2.0K sharesnew addition2025-09-302025-10-21 JEPQ J P MORGAN EXCHANGE TRADED F7.6K sharesnew addition2025-09-302025-10-21 KO COCA COLA CO6.6K shares13.12%2025-09-302025-10-21 IAGG ISHARES TR8.5K sharesnew addition2025-09-302025-10-21 SDVY FIRST TR EXCHANGE-TRADED FD11.5K shares-83.48%2025-09-302025-10-21 CEG CONSTELLATION ENERGY CORP1.3K shares-37.48%2025-09-302025-10-21 BX BLACKSTONE INC2.5K shares4.43%2025-09-302025-10-21 BND VANGUARD BD INDEX FDS5.8K sharesnew addition2025-09-302025-10-21 MPC MARATHON PETE CORP2.2K shares84.91%2025-09-302025-10-21 MDY SPDR S&P MIDCAP 400 ETF TR715 shares0.00%2025-09-302025-10-21 OKLO OKLO INC3.8K shares-26.09%2025-09-302025-10-21 DFUV DIMENSIONAL ETF TRUST9.4K shares-0.82%2025-09-302025-10-21 IWM ISHARES TR1.7K shares24.13%2025-09-302025-10-21 EFG ISHARES TR3.6K sharesnew addition2025-09-302025-10-21 WM WASTE MGMT INC DEL1.8K shares13.52%2025-09-302025-10-21 PSEP INNOVATOR ETFS TRUST9.0K shares0.00%2025-09-302025-10-21 ITW ILLINOIS TOOL WKS INC1.5K shares3.51%2025-09-302025-10-21 CPRT COPART INC8.4K shares1.49%2025-09-302025-10-21 SPTM SPDR SERIES TRUST4.7K shares-1.06%2025-09-302025-10-21 IWS ISHARES TR2.7K shares-0.92%2025-09-302025-10-21 IWF ISHARES TR802 shares12.96%2025-09-302025-10-21 SCHG SCHWAB STRATEGIC TR11.7K shares-48.33%2025-09-302025-10-21 VXF VANGUARD INDEX FDS1.8K shares9.70%2025-09-302025-10-21 ING ING GROEP N.V.14.2K shares-4.62%2025-09-302025-10-21 JMOM J P MORGAN EXCHANGE TRADED F5.4K shares-1.30%2025-09-302025-10-21 DFAT DIMENSIONAL ETF TRUST6.3K shares-0.56%2025-09-302025-10-21 BCPC BALCHEM CORP2.4K shares0.00%2025-09-302025-10-21 CI THE CIGNA GROUP1.2K shares-35.07%2025-09-302025-10-21 CL COLGATE PALMOLIVE CO4.5K shares36.96%2025-09-302025-10-21 ELV ELEVANCE HEALTH INC FORMERLY1.1K shares27.10%2025-09-302025-10-21 SCHE SCHWAB STRATEGIC TR10.7K sharesnew addition2025-09-302025-10-21 UPS UNITED PARCEL SERVICE INC4.2K shares18.07%2025-09-302025-10-21 SPHY SPDR SERIES TRUST14.7K sharesnew addition2025-09-302025-10-21 GE GE AEROSPACE1.2K shares5.68%2025-09-302025-10-21 AEP AMERICAN ELEC PWR CO INC3.1K shares9.15%2025-09-302025-10-21 VOX VANGUARD WORLD FD1.8K sharesnew addition2025-09-302025-10-21 CDNS CADENCE DESIGN SYSTEM INC974 shares-3.47%2025-09-302025-10-21 SPEM SPDR INDEX SHS FDS7.3K sharesnew addition2025-09-302025-10-21 IYZ ISHARES TR10.5K shares-71.11%2025-09-302025-10-21 SCHX SCHWAB STRATEGIC TR12.7K sharesnew addition2025-09-302025-10-21 FNDX SCHWAB STRATEGIC TR12.6K shares-53.90%2025-09-302025-10-21 VSS VANGUARD INTL EQUITY INDEX F2.3K sharesnew addition2025-09-302025-10-21 BLK BLACKROCK INC283 sharesnew addition2025-09-302025-10-21 IHI ISHARES TR5.5K shares-4.57%2025-09-302025-10-21 IWB ISHARES TR889 shares-45.12%2025-09-302025-10-21 ET ENERGY TRANSFER L P18.8K shares-9.26%2025-09-302025-10-21 VZ VERIZON COMMUNICATIONS INC7.3K shares15.08%2025-09-302025-10-21 AHR AMERICAN HEALTHCARE REIT INC7.6K shares0.00%2025-09-302025-10-21 IWL ISHARES TR1.9K shares-0.62%2025-09-302025-10-21 PFEB INNOVATOR ETFS TRUST8.0K shares0.00%2025-09-302025-10-21 SCHV SCHWAB STRATEGIC TR10.8K shares2.77%2025-09-302025-10-21 ZJAN INNOVATOR ETFS TRUST11.7K sharesnew addition2025-09-302025-10-21 OZ BELPOINTE PREP LLC4.9K shares-0.77%2025-09-302025-10-21 PFE PFIZER INC11.9K shares1.11%2025-09-302025-10-21 BSEP INNOVATOR ETFS TRUST6.3K shares0.00%2025-09-302025-10-21 SO SOUTHERN CO3.2K shares38.00%2025-09-302025-10-21 ETR ENTERGY CORP NEW3.2K shares0.19%2025-09-302025-10-21 XHLF BONDBLOXX ETF TRUST5.8K sharesnew addition2025-09-302025-10-21 MGV VANGUARD WORLD FD2.1K shares0.00%2025-09-302025-10-21 RDVY FIRST TR EXCHANGE TRADED FD4.2K shares-64.91%2025-09-302025-10-21 GD GENERAL DYNAMICS CORP825 sharesnew addition2025-09-302025-10-21 ITOT ISHARES TR1.9K shares-54.62%2025-09-302025-10-21 ROK ROCKWELL AUTOMATION INC790 shares-6.95%2025-09-302025-10-21 EZBC FRANKLIN TEMPLETON DIGITAL H4.2K sharesnew addition2025-09-302025-10-21 ETHA ISHARES ETHEREUM TR8.7K sharesnew addition2025-09-302025-10-21 IXUS ISHARES TR3.3K sharesnew addition2025-09-302025-10-21 WFC WELLS FARGO CO NEW3.2K shares-12.77%2025-09-302025-10-21 TRV TRAVELERS COMPANIES INC952 sharesnew addition2025-09-302025-10-21 RPM RPM INTL INC2.2K shares0.00%2025-09-302025-10-21 IBTG ISHARES TR11.5K sharesnew addition2025-09-302025-10-21 RSP INVESCO EXCHANGE TRADED FD T1.4K sharesnew addition2025-09-302025-10-21 XYLD GLOBAL X FDS6.7K sharesnew addition2025-09-302025-10-21 IBTH ISHARES TR11.6K sharesnew addition2025-09-302025-10-21 XMMO INVESCO EXCHANGE TRADED FD T1.9K shares0.00%2025-09-302025-10-21 COIN COINBASE GLOBAL INC771 sharesnew addition2025-09-302025-10-21 ENB ENBRIDGE INC5.1K sharesnew addition2025-09-302025-10-21 PSN PARSONS CORP DEL3.1K shares0.00%2025-09-302025-10-21 BRC BRADY CORP3.3K shares0.00%2025-09-302025-10-21 LNG CHENIERE ENERGY INC1.1K shares-0.37%2025-09-302025-10-21 IBTJ ISHARES TR11.5K sharesnew addition2025-09-302025-10-21 IBTI ISHARES TR11.3K sharesnew addition2025-09-302025-10-21 XTWO BONDBLOXX ETF TRUST5.1K sharesnew addition2025-09-302025-10-21 VOOG VANGUARD ADMIRAL FDS INC578 sharesnew addition2025-09-302025-10-21 RYLD GLOBAL X FDS16.4K sharesnew addition2025-09-302025-10-21 XONE BONDBLOXX ETF TRUST4.9K sharesnew addition2025-09-302025-10-21 ACWI ISHARES TR1.8K shares0.00%2025-09-302025-10-21 CMCSA COMCAST CORP NEW7.6K sharesnew addition2025-09-302025-10-21 APOC INNOVATOR ETFS TRUST9.2K sharesnew addition2025-09-302025-10-21 CSX CSX CORP6.7K shares-22.14%2025-09-302025-10-21 IMCG ISHARES TR2.8K shares0.04%2025-09-302025-10-21 SCHW SCHWAB CHARLES CORP2.4K shares-7.44%2025-09-302025-10-21 NZF NUVEEN MUNICIPAL CREDIT INC18.2K sharesnew addition2025-09-302025-10-21 IWD ISHARES TR1.1K shares3.69%2025-09-302025-10-21 TMO THERMO FISHER SCIENTIFIC INC471 sharesnew addition2025-09-302025-10-21 USMV ISHARES TR2.4K shares-14.63%2025-09-302025-10-21 MAGS LISTED FDS TR3.5K sharesnew addition2025-09-302025-10-21 PPG PPG INDS INC2.2K shares-0.14%2025-09-302025-10-21 BMY BRISTOL-MYERS SQUIBB CO5.0K shares-20.73%2025-09-302025-10-21 SPLV INVESCO EXCH TRADED FD TR II3.0K shares-93.69%2025-09-302025-10-21 AOR ISHARES TR3.4K sharesnew addition2025-09-302025-10-21 TER TERADYNE INC1.6K sharesnew addition2025-09-302025-10-21 AJAN INNOVATOR ETFS TRUST7.8K shares0.00%2025-09-302025-10-21 SCHM SCHWAB STRATEGIC TR7.2K sharesnew addition2025-09-302025-10-21 SPYV SPDR SERIES TRUST3.8K shares-10.81%2025-09-302025-10-21 DFIV DIMENSIONAL ETF TRUST4.5K sharesnew addition2025-09-302025-10-21 FTCS FIRST TR EXCHANGE-TRADED FD2.2K shares-14.47%2025-09-302025-10-21 PMAR INNOVATOR ETFS TRUST4.7K shares-57.52%2025-09-302025-10-21 KKR KKR & CO INC1.6K sharesnew addition2025-09-302025-10-21 C CITIGROUP INC2.0K sharesnew addition2025-09-302025-10-21 RIOT RIOT PLATFORMS INC10.7K sharesnew addition2025-09-302025-10-21 GIS GENERAL MLS INC4.0K shares-10.00%2025-09-302025-10-21 IFN INDIA FD INC13.8K shares2.84%2025-09-302025-10-21 QYLD GLOBAL X FDS10.2K sharesnew addition2025-09-302025-10-21 TXG 10X GENOMICS INC13.2K sharesnew addition2025-09-302025-10-21 BRCC BRC INC66.3K sharesnew addition2025-09-302025-10-21 PML PIMCO MUN INCOME FD II11.5K sharesnew addition2025-09-302025-10-21 FSCO FS CREDIT OPPORTUNITIES CORP11.7K sharesnew addition2025-09-302025-10-21 TLRY TILRAY BRANDS INC20.7K sharesnew addition2025-09-302025-10-21 ACHR.WS ARCHER AVIATION INC10.0K shares0.00%2025-09-302025-10-21 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available