The Analysis of Certified Advisory Corp's Holdings
Currently, Certified Advisory Corp holds 315 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in JPIB (+101.5K shares, valued at $5.0M), VOO (+7.1K shares, valued at $4.4M), DFUS (+60.1K shares, valued at $4.4M); decreased their positions in SCHD (-120.8K shares, valued at $3.3M), AVUS (-24.4K shares, valued at $2.7M), VUG (-3.6K shares, valued at $1.7M); initiated new positions in JMTG (+52.7K shares, valued at $2.7M), NLR (+7.8K shares, valued at $1.1M), QTUM (+5.8K shares, valued at $611.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VUG VANGUARD INDEX FDS92.6K shares-3.72%2025-09-302025-11-13
QQQ INVESCO QQQ TR59.7K shares4.51%2025-09-302025-11-13 COWZ PACER FDS TR490.7K shares-0.92%2025-09-302025-11-13 VTV VANGUARD INDEX FDS132.5K shares-0.86%2025-09-302025-11-13 IVV ISHARES TR35.5K shares-0.55%2025-09-302025-11-13 FNDX SCHWAB STRATEGIC TR808.3K shares1.89%2025-09-302025-11-13 FBND FIDELITY MERRIMACK STR TR440.4K shares4.88%2025-09-302025-11-13 JPIE J P MORGAN EXCHANGE TRADED F416.5K shares21.93%2025-09-302025-11-13 AAPL APPLE INC74.1K shares-0.57%2025-09-302025-11-13 BIV VANGUARD BD INDEX FDS231.1K shares5.49%2025-09-302025-11-13 ICVT ISHARES TR173.3K shares2.34%2025-09-302025-11-13 IWY ISHARES TR59.8K shares2.43%2025-09-302025-11-13 VYM VANGUARD WHITEHALL FDS115.9K shares7.35%2025-09-302025-11-13 VOO VANGUARD INDEX FDS26.1K shares37.44%2025-09-302025-11-13 FNDF SCHWAB STRATEGIC TR360.9K shares-0.65%2025-09-302025-11-13 SCHF SCHWAB STRATEGIC TR656.9K shares5.06%2025-09-302025-11-13 JPIB J P MORGAN EXCHANGE TRADED F301.1K shares50.89%2025-09-302025-11-13 VGT VANGUARD WORLD FD19.2K shares0.41%2025-09-302025-11-13 SPDW SPDR INDEX SHS FDS332.0K shares0.16%2025-09-302025-11-13 SPTI SPDR SERIES TRUST443.5K shares4.34%2025-09-302025-11-13 DFUS DIMENSIONAL ETF TRUST167.1K shares56.14%2025-09-302025-11-13 AVLV AMERICAN CENTY ETF TR165.5K shares27.44%2025-09-302025-11-13 IOO ISHARES TR99.4K shares3.18%2025-09-302025-11-13 AVUV AMERICAN CENTY ETF TR117.9K shares3.46%2025-09-302025-11-13 IUSV ISHARES TR117.1K shares-2.58%2025-09-302025-11-13 SPSB SPDR SERIES TRUST382.9K shares2.15%2025-09-302025-11-13 FSTA FIDELITY COVINGTON TRUST225.1K shares2.52%2025-09-302025-11-13 SPHQ INVESCO EXCHANGE TRADED FD T151.8K shares0.32%2025-09-302025-11-13 MA MASTERCARD INCORPORATED19.5K shares-1.30%2025-09-302025-11-13 BRK.B BERKSHIRE HATHAWAY INC DEL21.7K shares2.40%2025-09-302025-11-13 IJH ISHARES TR162.9K shares-0.51%2025-09-302025-11-13 SCHG SCHWAB STRATEGIC TR326.6K shares1.65%2025-09-302025-11-13 IEFA ISHARES TR119.0K shares34.73%2025-09-302025-11-13 USTB VICTORY PORTFOLIOS II202.8K shares8.78%2025-09-302025-11-13 NVDA NVIDIA CORPORATION51.3K shares3.63%2025-09-302025-11-13 SPY SPDR S&P 500 ETF TR13.3K shares3.49%2025-09-302025-11-13 XLRE SELECT SECTOR SPDR TR209.3K shares4.70%2025-09-302025-11-13 AVEM AMERICAN CENTY ETF TR116.7K shares10.85%2025-09-302025-11-13 SPMB SPDR SERIES TRUST384.0K shares3.12%2025-09-302025-11-13 SJNK SPDR SERIES TRUST334.9K shares-0.97%2025-09-302025-11-13 IHI ISHARES TR137.8K shares4.11%2025-09-302025-11-13 MSFT MICROSOFT CORP15.8K shares10.71%2025-09-302025-11-13 UCON FIRST TR EXCHNG TRADED FD VI320.0K shares-8.59%2025-09-302025-11-13 SDVY FIRST TR EXCHANGE-TRADED FD209.8K shares2.14%2025-09-302025-11-13 VCSH VANGUARD SCOTTSDALE FDS96.7K shares6.09%2025-09-302025-11-13 VGSH VANGUARD SCOTTSDALE FDS124.4K shares3.75%2025-09-302025-11-13 AMZN AMAZON COM INC31.5K shares1.68%2025-09-302025-11-13 COST COSTCO WHSL CORP NEW7.4K shares-0.11%2025-09-302025-11-13 DFIV DIMENSIONAL ETF TRUST145.3K shares5.89%2025-09-302025-11-13 FENI FIDELITY COVINGTON TRUST186.3K shares22.46%2025-09-302025-11-13 IJR ISHARES TR54.5K shares-0.48%2025-09-302025-11-13 SCHD SCHWAB STRATEGIC TR233.9K shares-34.06%2025-09-302025-11-13 IMCG ISHARES TR75.6K shares-1.24%2025-09-302025-11-13 VEA VANGUARD TAX-MANAGED FDS104.3K shares0.29%2025-09-302025-11-13 RDVY FIRST TR EXCHANGE TRADED FD87.9K shares21.48%2025-09-302025-11-13 VB VANGUARD INDEX FDS23.2K shares1.41%2025-09-302025-11-13 SPAB SPDR SERIES TRUST222.0K shares-15.40%2025-09-302025-11-13 JPM JPMORGAN CHASE & CO.17.5K shares-2.07%2025-09-302025-11-13 MUNI PIMCO ETF TR99.2K shares242.32%2025-09-302025-11-13 VONG VANGUARD SCOTTSDALE FDS42.7K shares-3.94%2025-09-302025-11-13 VTIP VANGUARD MALVERN FDS96.7K shares-0.96%2025-09-302025-11-13 GOOGL ALPHABET INC20.1K shares0.77%2025-09-302025-11-13 AFL AFLAC INC42.4K shares0.01%2025-09-302025-11-13 POCT INNOVATOR ETFS TRUST109.2K shares-7.44%2025-09-302025-11-13 GLD SPDR GOLD TR12.9K shares6.81%2025-09-302025-11-13 VAW VANGUARD WORLD FD20.8K shares-6.75%2025-09-302025-11-13 CALF PACER FDS TR94.7K shares-9.62%2025-09-302025-11-13 FLQM FRANKLIN TEMPLETON ETF TR72.7K shares0.78%2025-09-302025-11-13 IWP ISHARES TR28.5K shares6.17%2025-09-302025-11-13 ISCG ISHARES TR74.6K shares1.78%2025-09-302025-11-13 GOOG ALPHABET INC16.4K shares0.34%2025-09-302025-11-13 VTI VANGUARD INDEX FDS11.8K shares4.03%2025-09-302025-11-13 FMAT FIDELITY COVINGTON TRUST73.9K shares-0.09%2025-09-302025-11-13 VSS VANGUARD INTL EQUITY INDEX F26.5K shares-0.94%2025-09-302025-11-13 XLI SELECT SECTOR SPDR TR24.1K shares-0.34%2025-09-302025-11-13 IWF ISHARES TR7.9K shares-1.41%2025-09-302025-11-13 V VISA INC10.6K shares-2.89%2025-09-302025-11-13 VYMI VANGUARD WHITEHALL FDS42.3K shares-4.99%2025-09-302025-11-13 PJUL INNOVATOR ETFS TRUST78.0K shares514.29%2025-09-302025-11-13 PANW PALO ALTO NETWORKS INC16.9K shares0.30%2025-09-302025-11-13 TSLA TESLA INC7.6K shares-4.54%2025-09-302025-11-13 JPST J P MORGAN EXCHANGE TRADED F66.6K shares7.25%2025-09-302025-11-13 JNJ JOHNSON & JOHNSON17.7K shares-0.01%2025-09-302025-11-13 XLE SELECT SECTOR SPDR TR36.3K shares-13.72%2025-09-302025-11-13 VDC VANGUARD WORLD FD15.1K shares4.46%2025-09-302025-11-13 IVW ISHARES TR24.9K shares-1.26%2025-09-302025-11-13 VIG VANGUARD SPECIALIZED FUNDS13.7K shares-17.85%2025-09-302025-11-13 HD HOME DEPOT INC7.2K shares-0.92%2025-09-302025-11-13 SPGI S&P GLOBAL INC5.9K shares-4.25%2025-09-302025-11-13 ITA ISHARES TR13.6K shares16.00%2025-09-302025-11-13 DTD WISDOMTREE TR33.3K shares6.65%2025-09-302025-11-13 AVDE AMERICAN CENTY ETF TR35.1K shares27.09%2025-09-302025-11-13 EPD ENTERPRISE PRODS PARTNERS L87.9K shares7.70%2025-09-302025-11-13 XLY SELECT SECTOR SPDR TR11.5K shares38.29%2025-09-302025-11-13 JMTG J P MORGAN EXCHANGE TRADED F52.7K sharesnew addition2025-09-302025-11-13 VO VANGUARD INDEX FDS9.1K shares1.14%2025-09-302025-11-13 DFAT DIMENSIONAL ETF TRUST44.9K shares3.17%2025-09-302025-11-13 VCIT VANGUARD SCOTTSDALE FDS30.9K shares32.47%2025-09-302025-11-13 LLY ELI LILLY & CO3.3K shares-9.17%2025-09-302025-11-13 DBEF DBX ETF TR54.0K shares-23.43%2025-09-302025-11-13 SMMU PIMCO ETF TR49.5K shares5.39%2025-09-302025-11-13 DUK DUKE ENERGY CORP NEW20.2K shares5.43%2025-09-302025-11-13 WMT WALMART INC24.3K shares1.11%2025-09-302025-11-13 LMT LOCKHEED MARTIN CORP5.0K shares-0.56%2025-09-302025-11-13 SPYV SPDR SERIES TRUST42.9K shares-5.57%2025-09-302025-11-13 AVUS AMERICAN CENTY ETF TR21.7K shares-52.97%2025-09-302025-11-13 CVX CHEVRON CORP NEW15.1K shares0.12%2025-09-302025-11-13 MGC VANGUARD WORLD FD9.4K shares8.87%2025-09-302025-11-13 KO COCA COLA CO33.5K shares0.31%2025-09-302025-11-13 XMMO INVESCO EXCHANGE TRADED FD T15.9K shares0.07%2025-09-302025-11-13 HSCZ ISHARES TR54.7K shares0.15%2025-09-302025-11-13 XLK SELECT SECTOR SPDR TR7.3K shares2.33%2025-09-302025-11-13 XLU SELECT SECTOR SPDR TR22.2K shares8.94%2025-09-302025-11-13 FBCG FIDELITY COVINGTON TRUST35.6K shares21.23%2025-09-302025-11-13 IBM INTERNATIONAL BUSINESS MACHS6.8K shares0.03%2025-09-302025-11-13 GE GE AEROSPACE6.2K shares-1.92%2025-09-302025-11-13 CMI CUMMINS INC4.4K shares-0.84%2025-09-302025-11-13 XLV SELECT SECTOR SPDR TR13.1K shares-38.41%2025-09-302025-11-13 PRF INVESCO EXCHANGE TRADED FD T40.1K shares24.96%2025-09-302025-11-13 FDVV FIDELITY COVINGTON TRUST32.4K shares-0.72%2025-09-302025-11-13 DGRO ISHARES TR26.3K shares-2.98%2025-09-302025-11-13 ABBV ABBVIE INC7.6K shares-2.64%2025-09-302025-11-13 FYC FIRST TR EXCHANGE-TRADED ALP19.5K shares-0.02%2025-09-302025-11-13 VMBS VANGUARD SCOTTSDALE FDS36.2K shares0.79%2025-09-302025-11-13 QCOM QUALCOMM INC10.1K shares0.62%2025-09-302025-11-13 OEF ISHARES TR5.0K shares0.79%2025-09-302025-11-13 IWB ISHARES TR4.5K shares-1.45%2025-09-302025-11-13 MO ALTRIA GROUP INC24.1K shares-0.49%2025-09-302025-11-13 DIS DISNEY WALT CO13.5K shares0.41%2025-09-302025-11-13 VZ VERIZON COMMUNICATIONS INC35.1K shares64.36%2025-09-302025-11-13 FTEC FIDELITY COVINGTON TRUST6.9K shares237.40%2025-09-302025-11-13 VWO VANGUARD INTL EQUITY INDEX F27.8K shares0.41%2025-09-302025-11-13 XLF SELECT SECTOR SPDR TR27.1K shares1.62%2025-09-302025-11-13 FXO FIRST TR EXCHANGE TRADED FD24.3K shares-1.16%2025-09-302025-11-13 NFLX NETFLIX INC1.2K shares2.13%2025-09-302025-11-13 NOCT INNOVATOR ETFS TRUST25.0K shares-6.87%2025-09-302025-11-13 NSC NORFOLK SOUTHN CORP4.7K shares0.45%2025-09-302025-11-13 FMDE FIDELITY COVINGTON TRUST38.4K shares1.03%2025-09-302025-11-13 ORCL ORACLE CORP4.8K shares6.47%2025-09-302025-11-13 AEP AMERICAN ELEC PWR CO INC11.5K shares14.97%2025-09-302025-11-13 IWD ISHARES TR6.3K shares-3.62%2025-09-302025-11-13 HWM HOWMET AEROSPACE INC6.5K shares18.58%2025-09-302025-11-13 ISCF ISHARES TR30.0K shares-2.95%2025-09-302025-11-13 SPEM SPDR INDEX SHS FDS26.3K shares-1.07%2025-09-302025-11-13 FELC FIDELITY COVINGTON TRUST32.8K shares0.37%2025-09-302025-11-13 SPYG SPDR SERIES TRUST11.3K shares-0.50%2025-09-302025-11-13 XOM EXXON MOBIL CORP10.4K shares0.30%2025-09-302025-11-13 PDEC INNOVATOR ETFS TRUST27.6K shares-4.37%2025-09-302025-11-13 VBR VANGUARD INDEX FDS5.5K shares29.35%2025-09-302025-11-13 GILD GILEAD SCIENCES INC10.2K shares0.02%2025-09-302025-11-13 IVE ISHARES TR5.5K shares-1.23%2025-09-302025-11-13 TFC TRUIST FINL CORP23.3K shares0.20%2025-09-302025-11-13 NLR VANECK ETF TRUST7.8K sharesnew addition2025-09-302025-11-13 AVGO BROADCOM INC3.2K shares1.60%2025-09-302025-11-13 CGDV CAPITAL GROUP DIVIDEND VALUE24.3K shares0.33%2025-09-302025-11-13 FAD FIRST TR EXCHANGE-TRADED ALP6.3K shares-1.60%2025-09-302025-11-13 NNN NNN REIT INC23.6K shares-1.04%2025-09-302025-11-13 AVDV AMERICAN CENTY ETF TR11.2K shares3.47%2025-09-302025-11-13 APD AIR PRODS & CHEMS INC3.6K shares-19.12%2025-09-302025-11-13 VOT VANGUARD INDEX FDS3.3K shares-0.45%2025-09-302025-11-13 T AT&T INC34.1K shares2.10%2025-09-302025-11-13 PFEB INNOVATOR ETFS TRUST23.3K shares-2.91%2025-09-302025-11-13 SDY SPDR SERIES TRUST6.6K shares-1.97%2025-09-302025-11-13 NJUL INNOVATOR ETFS TRUST12.9K shares117.35%2025-09-302025-11-13 BA BOEING CO4.2K shares-0.10%2025-09-302025-11-13 PG PROCTER AND GAMBLE CO5.7K shares1.13%2025-09-302025-11-13 IGHG PROSHARES TR11.0K shares296.54%2025-09-302025-11-13 IWR ISHARES TR8.7K shares16.20%2025-09-302025-11-13 SO SOUTHERN CO8.7K shares0.24%2025-09-302025-11-13 VXUS VANGUARD STAR FDS11.1K shares2.89%2025-09-302025-11-13 UTF COHEN & STEERS INFRASTRUCTUR32.3K shares0.69%2025-09-302025-11-13 MU MICRON TECHNOLOGY INC4.6K shares36.04%2025-09-302025-11-13 META META PLATFORMS INC1.0K shares8.97%2025-09-302025-11-13 FTGC FIRST TR EXCHANGE TRAD FD VI29.6K shares30.56%2025-09-302025-11-13 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-09-302025-11-13 FVAL FIDELITY COVINGTON TRUST10.8K shares96.94%2025-09-302025-11-13 OXY OCCIDENTAL PETE CORP15.3K shares-0.94%2025-09-302025-11-13 IWM ISHARES TR3.0K shares0.00%2025-09-302025-11-13 BSCR INVESCO EXCH TRD SLF IDX FD36.3K shares0.27%2025-09-302025-11-13 EFA ISHARES TR7.5K shares24.93%2025-09-302025-11-13 NOC NORTHROP GRUMMAN CORP1.1K shares0.18%2025-09-302025-11-13 ABT ABBOTT LABS5.1K shares1.15%2025-09-302025-11-13 PLTR PALANTIR TECHNOLOGIES INC3.7K shares30.79%2025-09-302025-11-13 CSX CSX CORP19.0K shares2.36%2025-09-302025-11-13 BSCQ INVESCO EXCH TRD SLF IDX FD33.9K shares-14.23%2025-09-302025-11-13 UTG REAVES UTIL INCOME FD16.3K shares6.77%2025-09-302025-11-13 C CITIGROUP INC6.3K shares0.13%2025-09-302025-11-13 VHT VANGUARD WORLD FD2.5K shares1.73%2025-09-302025-11-13 MDY SPDR S&P MIDCAP 400 ETF TR1.1K shares0.66%2025-09-302025-11-13 FI FISERV INC4.9K shares-5.37%2025-09-302025-11-13 UNH UNITEDHEALTH GROUP INC1.8K shares4.26%2025-09-302025-11-13 PDI PIMCO DYNAMIC INCOME FD31.5K shares2.43%2025-09-302025-11-13 QTUM ETF SER SOLUTIONS5.8K sharesnew addition2025-09-302025-11-13 RTX RTX CORPORATION3.6K shares1.60%2025-09-302025-11-13 GS GOLDMAN SACHS GROUP INC728 shares0.00%2025-09-302025-11-13 IEV ISHARES TR8.4K shares9.36%2025-09-302025-11-13 ITB ISHARES TR5.1K shares8.81%2025-09-302025-11-13 OCTW AIM ETF PRODUCTS TRUST14.3K shares-5.54%2025-09-302025-11-13 BAC BANK AMERICA CORP10.5K shares0.46%2025-09-302025-11-13 MRK MERCK & CO INC6.3K shares-0.03%2025-09-302025-11-13 RY ROYAL BK CDA3.5K shares0.20%2025-09-302025-11-13 XAR SPDR SERIES TRUST2.1K sharesnew addition2025-09-302025-11-13 FPE FIRST TR EXCH TRADED FD III27.3K shares5.85%2025-09-302025-11-13 IQLT ISHARES TR11.3K shares-14.50%2025-09-302025-11-13 PJAN INNOVATOR ETFS TRUST10.7K shares-22.07%2025-09-302025-11-13 PM PHILIP MORRIS INTL INC3.0K shares2.33%2025-09-302025-11-13 NFEB INNOVATOR ETFS TRUST18.0K shares-4.01%2025-09-302025-11-13 VNQ VANGUARD INDEX FDS5.3K shares-11.71%2025-09-302025-11-13 BAC-PL BANK AMERICA CORP375 shares-6.25%2025-09-302025-11-13 ONEQ FIDELITY COMWLTH TR5.4K shares0.11%2025-09-302025-11-13 GEHC GE HEALTHCARE TECHNOLOGIES I6.4K shares-0.78%2025-09-302025-11-13 RPM RPM INTL INC4.0K shares0.00%2025-09-302025-11-13 ETN EATON CORP PLC1.3K shares19.27%2025-09-302025-11-13 DJUL FIRST TR EXCHNG TRADED FD VI10.0K shares0.00%2025-09-302025-11-13 ICSH ISHARES TR9.0K shares-14.66%2025-09-302025-11-13 BSCS INVESCO EXCH TRD SLF IDX FD22.1K shares0.00%2025-09-302025-11-13 BND VANGUARD BD INDEX FDS6.0K shares-5.50%2025-09-302025-11-13 MGK VANGUARD WORLD FD1.1K shares4.23%2025-09-302025-11-13 AMGN AMGEN INC1.6K shares0.58%2025-09-302025-11-13 CWB SPDR SERIES TRUST4.9K shares0.17%2025-09-302025-11-13 JPRE J P MORGAN EXCHANGE TRADED F9.1K shares0.58%2025-09-302025-11-13 VDE VANGUARD WORLD FD3.5K shares0.00%2025-09-302025-11-13 PEP PEPSICO INC3.1K shares-0.03%2025-09-302025-11-13 DFAX DIMENSIONAL ETF TRUST13.8K shares0.00%2025-09-302025-11-13 FHLC FIDELITY COVINGTON TRUST6.5K shares27.30%2025-09-302025-11-13 ITW ILLINOIS TOOL WKS INC1.7K sharesnew addition2025-09-302025-11-13 IAU ISHARES GOLD TR5.9K shares4.06%2025-09-302025-11-13 AMD ADVANCED MICRO DEVICES INC2.7K shares44.26%2025-09-302025-11-13 TSM TAIWAN SEMICONDUCTOR MFG LTD1.5K shares4.42%2025-09-302025-11-13 UNP UNION PAC CORP1.8K shares0.28%2025-09-302025-11-13 FLOT ISHARES TR8.1K shares-14.32%2025-09-302025-11-13 FTSM FIRST TR EXCHANGE-TRADED FD6.8K shares0.34%2025-09-302025-11-13 PFE PFIZER INC15.5K shares-49.80%2025-09-302025-11-13 DSTL ETF SER SOLUTIONS6.8K shares0.00%2025-09-302025-11-13 FLMI FRANKLIN TEMPLETON ETF TR15.5K sharesnew addition2025-09-302025-11-13 VFH VANGUARD WORLD FD2.9K shares0.03%2025-09-302025-11-13 MCD MCDONALDS CORP1.3K shares2.11%2025-09-302025-11-13 PSEP INNOVATOR ETFS TRUST8.8K sharesnew addition2025-09-302025-11-13 MCK MCKESSON CORP483 shares-31.97%2025-09-302025-11-13 IWN ISHARES TR2.1K shares0.00%2025-09-302025-11-13 NAPR INNOVATOR ETFS TRUST6.8K shares-4.83%2025-09-302025-11-13 XLP SELECT SECTOR SPDR TR4.6K shares3.00%2025-09-302025-11-13 BSCP INVESCO EXCH TRD SLF IDX FD17.3K shares-13.04%2025-09-302025-11-13 ROK ROCKWELL AUTOMATION INC1.0K shares0.00%2025-09-302025-11-13 REMX VANECK ETF TRUST5.3K sharesnew addition2025-09-302025-11-13 VGIT VANGUARD SCOTTSDALE FDS5.7K shares5.38%2025-09-302025-11-13 PFN PIMCO INCOME STRATEGY FD II45.1K shares0.99%2025-09-302025-11-13 ADBE ADOBE INC969 shares-0.21%2025-09-302025-11-13 SPYM SPDR SERIES TRUST4.3K shares6.74%2025-09-302025-11-13 FITB FIFTH THIRD BANCORP7.6K shares0.81%2025-09-302025-11-13 AXP AMERICAN EXPRESS CO1.0K shares-0.20%2025-09-302025-11-13 CAT CATERPILLAR INC689 shares0.15%2025-09-302025-11-13 LOW LOWES COS INC1.3K shares5.23%2025-09-302025-11-13 EXPO EXPONENT INC4.7K shares0.00%2025-09-302025-11-13 NJAN INNOVATOR ETFS TRUST6.2K shares-2.41%2025-09-302025-11-13 COPY RBB FUND TRUST26.3K shares0.00%2025-09-302025-11-13 SPMO INVESCO EXCH TRADED FD TR II2.7K shares5.23%2025-09-302025-11-13 CSCO CISCO SYS INC4.7K shares2.29%2025-09-302025-11-13 GD GENERAL DYNAMICS CORP939 shares0.11%2025-09-302025-11-13 NEE NEXTERA ENERGY INC4.2K shares21.73%2025-09-302025-11-13 DVY ISHARES TR2.2K shares0.00%2025-09-302025-11-13 MPC MARATHON PETE CORP1.6K shares0.43%2025-09-302025-11-13 SPHY SPDR SERIES TRUST13.2K shares0.00%2025-09-302025-11-13 BSJP INVESCO EXCH TRD SLF IDX FD13.5K shares-22.96%2025-09-302025-11-13 PAUG INNOVATOR ETFS TRUST7.3K sharesnew addition2025-09-302025-11-13 QQQM INVESCO EXCH TRADED FD TR II1.2K shares-2.76%2025-09-302025-11-13 HMOP HARTFORD FDS EXCHANGE TRADED7.7K sharesnew addition2025-09-302025-11-13 MGV VANGUARD WORLD FD2.2K shares0.37%2025-09-302025-11-13 BX BLACKSTONE INC1.7K shares-5.34%2025-09-302025-11-13 IEMG ISHARES INC4.2K shares-2.46%2025-09-302025-11-13 LMBS FIRST TR EXCHANGE-TRADED FD5.5K shares9.28%2025-09-302025-11-13 DDEC FIRST TR EXCHNG TRADED FD VI6.2K shares0.00%2025-09-302025-11-13 PSA PUBLIC STORAGE OPER CO934 shares0.11%2025-09-302025-11-13 SCHB SCHWAB STRATEGIC TR10.5K shares0.08%2025-09-302025-11-13 JMUB J P MORGAN EXCHANGE TRADED F5.3K shares1.05%2025-09-302025-11-13 MARM FIRST TR EXCHNG TRADED FD VI8.2K shares0.00%2025-09-302025-11-13 IXUS ISHARES TR3.2K shares0.00%2025-09-302025-11-13 GEV GE VERNOVA INC422 sharesnew addition2025-09-302025-11-13 TT TRANE TECHNOLOGIES PLC609 shares2.18%2025-09-302025-11-13 IVT INVENTRUST PPTYS CORP8.9K shares-2.34%2025-09-302025-11-13 SOXX ISHARES TR938 shares0.11%2025-09-302025-11-13 BOTZ GLOBAL X FDS7.1K shares-25.17%2025-09-302025-11-13 SCHR SCHWAB STRATEGIC TR10.0K shares0.00%2025-09-302025-11-13 SAIC SCIENCE APPLICATIONS INTL CO2.5K shares0.00%2025-09-302025-11-13 FSMB FIRST TR EXCH TRADED FD III12.4K sharesnew addition2025-09-302025-11-13 OKE ONEOK INC NEW3.4K shares-5.33%2025-09-302025-11-13 CEG CONSTELLATION ENERGY CORP752 shares9.78%2025-09-302025-11-13 JFLX J P MORGAN EXCHANGE TRADED F4.9K sharesnew addition2025-09-302025-11-13 AGG ISHARES TR2.4K shares-8.18%2025-09-302025-11-13 PNOV INNOVATOR ETFS TRUST5.9K shares0.00%2025-09-302025-11-13 VGK VANGUARD INTL EQUITY INDEX F3.0K shares-5.88%2025-09-302025-11-13 UITB VICTORY PORTFOLIOS II5.0K shares0.96%2025-09-302025-11-13 VEU VANGUARD INTL EQUITY INDEX F3.3K sharesnew addition2025-09-302025-11-13 HCA HCA HEALTHCARE INC544 shares2.06%2025-09-302025-11-13 INTU INTUIT340 shares-24.94%2025-09-302025-11-13 BSCT INVESCO EXCH TRD SLF IDX FD12.2K shares0.00%2025-09-302025-11-13 FFA FIRST TR ENHANCED EQUITY INC10.4K shares-3.75%2025-09-302025-11-13 MDYG SPDR SERIES TRUST2.4K shares0.00%2025-09-302025-11-13 VFF VILLAGE FARMS INTL INC71.0K shares70.06%2025-09-302025-11-13 SYK STRYKER CORPORATION591 shares2.96%2025-09-302025-11-13 ARKW ARK ETF TR1.2K sharesnew addition2025-09-302025-11-13 BCD ABRDN ETFS6.3K shares-19.19%2025-09-302025-11-13 FAF FIRST AMERN FINL CORP3.4K shares0.00%2025-09-302025-11-13 VV VANGUARD INDEX FDS704 shares0.28%2025-09-302025-11-13 BLK BLACKROCK INC183 sharesnew addition2025-09-302025-11-13 SHOP SHOPIFY INC1.4K sharesnew addition2025-09-302025-11-13 FXL FIRST TR EXCHANGE TRADED FD1.3K sharesnew addition2025-09-302025-11-13 EQT EQT CORP3.8K shares0.32%2025-09-302025-11-13 FNDE SCHWAB STRATEGIC TR5.7K sharesnew addition2025-09-302025-11-13 ZBH ZIMMER BIOMET HOLDINGS INC2.1K sharesnew addition2025-09-302025-11-13 ETW EATON VANCE TAX-MANAGED GLOB22.5K shares-30.92%2025-09-302025-11-13 JPC NUVEEN PFD & INCOME OPPORTUN11.1K shares1.85%2025-09-302025-11-13 AVIR ATEA PHARMACEUTICALS INC24.5K sharesnew addition2025-09-302025-11-13 HLLY HOLLEY INC21.2K shares0.00%2025-09-302025-11-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available