The Analysis of CHAPMAN FINANCIAL GROUP, LLC's Holdings


Currently, CHAPMAN FINANCIAL GROUP, LLC holds 269 types of securities in its portfolio with a total value $144.7M. In the most recent quarter, they have increased their positions in IDEV (+14.0K shares, valued at $1.1M), ITW (+3.5K shares, valued at $903.8K), MSFT (+1.7K shares, valued at $896.0K); decreased their positions in BAPR (-15.7K shares, valued at $736.3K), ULTA (-845 shares, valued at $462.0K), ELV (-904 shares, valued at $292.1K); initiated new positions in IDEV (+14.0K shares, valued at $1.1M), ITW (+3.5K shares, valued at $903.8K), IGOV (+19.3K shares, valued at $823.6K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
BRK.B BERKSHIRE HATHAWAY INC DEL14.5K shares6.39%2025-09-302025-11-12history
MSFT MICROSOFT CORP13.6K shares14.59%2025-09-302025-11-12history
AAPL APPLE INC27.4K shares5.19%2025-09-302025-11-12history
GOOG ALPHABET INC23.8K shares0.38%2025-09-302025-11-12history
JPM JPMORGAN CHASE & CO.14.6K shares7.15%2025-09-302025-11-12history
SCHX SCHWAB STRATEGIC TR168.3K shares12.77%2025-09-302025-11-12history
SCHB SCHWAB STRATEGIC TR150.0K shares29.32%2025-09-302025-11-12history
AMZN AMAZON COM INC13.8K shares0.36%2025-09-302025-11-12history
Sponsored
SCHF SCHWAB STRATEGIC TR125.7K shares11.15%2025-09-302025-11-12history
TMO THERMO FISHER SCIENTIFIC INC5.4K shares10.08%2025-09-302025-11-12history
PEP PEPSICO INC17.7K shares7.49%2025-09-302025-11-12history
BAC BANK AMERICA CORP46.5K shares-1.05%2025-09-302025-11-12history
LDOS LEIDOS HOLDINGS INC12.0K shares-2.30%2025-09-302025-11-12history
KO COCA COLA CO30.8K shares5.50%2025-09-302025-11-12history
PANW PALO ALTO NETWORKS INC9.4K shares12.24%2025-09-302025-11-12history
TOST TOAST INC48.5K shares0.00%2025-09-302025-11-12history
Sponsored
TSM TAIWAN SEMICONDUCTOR MFG LTD6.3K shares0.00%2025-09-302025-11-12history
C CITIGROUP INC17.3K shares-0.38%2025-09-302025-11-12history
SCHD SCHWAB STRATEGIC TR63.5K shares24.11%2025-09-302025-11-12history
BAUG INNOVATOR ETFS TRUST34.0K shares-4.37%2025-09-302025-11-12history
IQV IQVIA HLDGS INC8.4K shares0.00%2025-09-302025-11-12history
USB US BANCORP DEL32.3K shares0.00%2025-09-302025-11-12history
CBRE CBRE GROUP INC9.5K shares0.00%2025-09-302025-11-12history
MBB ISHARES TR14.4K shares56.67%2025-09-302025-11-12history
Sponsored
VOO VANGUARD INDEX FDS2.2K shares-6.39%2025-09-302025-11-12history
UBER UBER TECHNOLOGIES INC13.3K shares0.00%2025-09-302025-11-12history
JNJ JOHNSON & JOHNSON7.0K shares-13.89%2025-09-302025-11-12history
EPI WISDOMTREE TR29.1K shares7.05%2025-09-302025-11-12history
GNMA ISHARES TR28.2K shares9.93%2025-09-302025-11-12history
LHX L3HARRIS TECHNOLOGIES INC4.1K shares0.00%2025-09-302025-11-12history
COST COSTCO WHSL CORP NEW1.3K shares0.00%2025-09-302025-11-12history
MCD MCDONALDS CORP3.8K shares36.00%2025-09-302025-11-12history
Sponsored
CRM SALESFORCE INC4.8K shares1.48%2025-09-302025-11-12history
PG PROCTER AND GAMBLE CO7.3K shares23.56%2025-09-302025-11-12history
IDEV ISHARES TR14.0K sharesnew addition2025-09-302025-11-12history
V VISA INC3.2K shares0.94%2025-09-302025-11-12history
NVDA NVIDIA CORPORATION5.8K shares-4.09%2025-09-302025-11-12history
PFEB INNOVATOR ETFS TRUST27.4K shares-4.58%2025-09-302025-11-12history
AMT AMERICAN TOWER CORP NEW5.3K shares-17.05%2025-09-302025-11-12history
BJUL INNOVATOR ETFS TRUST20.5K shares0.00%2025-09-302025-11-12history
Sponsored
CVX CHEVRON CORP NEW6.5K shares-10.02%2025-09-302025-11-12history
VMBS VANGUARD SCOTTSDALE FDS21.5K shares77.19%2025-09-302025-11-12history
ACN ACCENTURE PLC IRELAND4.0K shares-2.76%2025-09-302025-11-12history
TWO HARBORS INVENTMENT CORPO TWO HARBORS INVENTMENT CORPO990.0K shares0.00%2025-09-302025-11-12history
AXP AMERICAN EXPRESS CO3.0K shares0.00%2025-09-302025-11-12history
ABBV ABBVIE INC4.1K shares42.63%2025-09-302025-11-12history
CMG CHIPOTLE MEXICAN GRILL INC23.4K shares20.90%2025-09-302025-11-12history
BIP BROOKFIELD INFRAST PARTNERS27.5K shares5.33%2025-09-302025-11-12history
Sponsored
ITW ILLINOIS TOOL WKS INC3.5K sharesnew addition2025-09-302025-11-12history
SBUX STARBUCKS CORP10.5K shares-3.67%2025-09-302025-11-12history
ZTS ZOETIS INC6.0K shares-7.66%2025-09-302025-11-12history
WM WASTE MGMT INC DEL4.0K shares0.00%2025-09-302025-11-12history
VTV VANGUARD INDEX FDS4.6K shares76.37%2025-09-302025-11-12history
HD HOME DEPOT INC2.1K shares-5.38%2025-09-302025-11-12history
NLY ANNALY CAPITAL MANAGEMENT IN41.0K shares15.96%2025-09-302025-11-12history
IGOV ISHARES TR19.3K sharesnew addition2025-09-302025-11-12history
Sponsored
PSEP INNOVATOR ETFS TRUST18.1K shares123.22%2025-09-302025-11-12history
PRF INVESCO EXCHANGE TRADED FD T16.8K shares0.04%2025-09-302025-11-12history
FANG DIAMONDBACK ENERGY INC5.3K shares-7.89%2025-09-302025-11-12history
VIK VIKING HOLDINGS LTD11.0K sharesnew addition2025-09-302025-11-12history
SCHP SCHWAB STRATEGIC TR25.2K shares18.98%2025-09-302025-11-12history
TREX TREX CO INC12.6K sharesnew addition2025-09-302025-11-12history
WDAY WORKDAY INC2.6K sharesnew addition2025-09-302025-11-12history
DFAC DIMENSIONAL ETF TRUST16.2K sharesnew addition2025-09-302025-11-12history
Sponsored
SMBS SCHWAB STRATEGIC TR24.1K shares35.77%2025-09-302025-11-12history
QQQ INVESCO QQQ TR1.0K shares-2.83%2025-09-302025-11-12history
IVV ISHARES TR896 shares198.67%2025-09-302025-11-12history
SCHG SCHWAB STRATEGIC TR18.5K sharesnew addition2025-09-302025-11-12history
PAPR INNOVATOR ETFS TRUST15.2K shares0.00%2025-09-302025-11-12history
VXUS VANGUARD STAR FDS7.9K sharesnew addition2025-09-302025-11-12history
BAB INVESCO EXCH TRADED FD TR II21.0K shares1212.50%2025-09-302025-11-12history
D DOMINION ENERGY INC9.0K shares-2.17%2025-09-302025-11-12history
Sponsored
JEPI J P MORGAN EXCHANGE TRADED F9.4K shares-2.09%2025-09-302025-11-12history
FLJP FRANKLIN TEMPLETON ETF TR15.4K shares0.00%2025-09-302025-11-12history
LLY ELI LILLY & CO690 shares171.65%2025-09-302025-11-12history
VUG VANGUARD INDEX FDS1.1K sharesnew addition2025-09-302025-11-12history
DE DEERE & CO1.1K shares3.65%2025-09-302025-11-12history
ABT ABBOTT LABS3.8K sharesnew addition2025-09-302025-11-12history
VBR VANGUARD INDEX FDS2.4K shares24.22%2025-09-302025-11-12history
ASML ASML HOLDING N V516 shares1.18%2025-09-302025-11-12history
Sponsored
SCHM SCHWAB STRATEGIC TR16.7K shares-7.54%2025-09-302025-11-12history
VTI VANGUARD INDEX FDS1.5K shares0.00%2025-09-302025-11-12history
FDX FEDEX CORP2.1K shares-24.52%2025-09-302025-11-12history
PICB INVESCO EXCH TRADED FD TR II20.6K sharesnew addition2025-09-302025-11-12history
EMR EMERSON ELEC CO3.7K shares94.58%2025-09-302025-11-12history
KDP KEURIG DR PEPPER INC19.1K sharesnew addition2025-09-302025-11-12history
GWW GRAINGER W W INC500 sharesnew addition2025-09-302025-11-12history
PFE PFIZER INC16.9K shares58.00%2025-09-302025-11-12history
Sponsored
NVS NOVARTIS AG3.3K shares0.00%2025-09-302025-11-12history
BUFF INNOVATOR ETFS TRUST8.6K shares2.39%2025-09-302025-11-12history
ELV ELEVANCE HEALTH INC FORMERLY1.2K shares-43.44%2025-09-302025-11-12history
EPD ENTERPRISE PRODS PARTNERS L11.6K shares0.00%2025-09-302025-11-12history
BIPC BROOKFIELD INFRASTRUCTURE CO8.7K shares1.16%2025-09-302025-11-12history
SCHV SCHWAB STRATEGIC TR12.2K sharesnew addition2025-09-302025-11-12history
SCMB SCHWAB STRATEGIC TR13.8K shares137.93%2025-09-302025-11-12history
EWU ISHARES TR8.1K shares0.00%2025-09-302025-11-12history
Sponsored
IBM INTERNATIONAL BUSINESS MACHS1.2K sharesnew addition2025-09-302025-11-12history
IEFA ISHARES TR3.9K shares620.00%2025-09-302025-11-12history
BLDR BUILDERS FIRSTSOURCE INC2.8K shares2.97%2025-09-302025-11-12history
AVGO BROADCOM INC1.0K shares41.27%2025-09-302025-11-12history
VTIP VANGUARD MALVERN FDS6.2K sharesnew addition2025-09-302025-11-12history
XOM EXXON MOBIL CORP2.7K shares347.00%2025-09-302025-11-12history
AVUS AMERICAN CENTY ETF TR2.7K sharesnew addition2025-09-302025-11-12history
WMT WALMART INC2.9K shares375.00%2025-09-302025-11-12history
Sponsored
UNP UNION PAC CORP1.2K shares11.75%2025-09-302025-11-12history
BUFB INNOVATOR ETFS TRUST7.8K shares0.00%2025-09-302025-11-12history
DIS DISNEY WALT CO2.4K sharesnew addition2025-09-302025-11-12history
NOC NORTHROP GRUMMAN CORP444 shares0.00%2025-09-302025-11-12history
FCNCA FIRST CTZNS BANCSHARES INC D150 shares0.00%2025-09-302025-11-12history
BND VANGUARD BD INDEX FDS3.5K shares0.00%2025-09-302025-11-12history
LOW LOWES COS INC1.0K shares0.00%2025-09-302025-11-12history
SCHZ SCHWAB STRATEGIC TR11.0K shares3.78%2025-09-302025-11-12history
Sponsored
ZBH ZIMMER BIOMET HOLDINGS INC2.6K shares9.00%2025-09-302025-11-12history
WTW WILLIS TOWERS WATSON PLC LTD731 shares-6.40%2025-09-302025-11-12history
UPS UNITED PARCEL SERVICE INC3.0K shares-36.94%2025-09-302025-11-12history
OKE ONEOK INC NEW3.4K shares6.27%2025-09-302025-11-12history
MTB M & T BK CORP1.3K sharesnew addition2025-09-302025-11-12history
XAR SPDR SERIES TRUST1.0K shares0.00%2025-09-302025-11-12history
FAST FASTENAL CO4.8K sharesnew addition2025-09-302025-11-12history
MRK MERCK & CO INC2.7K shares157.56%2025-09-302025-11-12history
Sponsored
VGIT VANGUARD SCOTTSDALE FDS3.8K sharesnew addition2025-09-302025-11-12history
MTCH MATCH GROUP INC NEW6.3K shares0.00%2025-09-302025-11-12history
VGT VANGUARD WORLD FD294 shares0.00%2025-09-302025-11-12history
LQD ISHARES TR2.0K shares0.00%2025-09-302025-11-12history
RSP INVESCO EXCHANGE TRADED FD T1.1K shares0.00%2025-09-302025-11-12history
CWI SPDR INDEX SHS FDS6.1K sharesnew addition2025-09-302025-11-12history
PJUL INNOVATOR ETFS TRUST4.5K shares274.25%2025-09-302025-11-12history
GOOGL ALPHABET INC820 shares0.00%2025-09-302025-11-12history
Sponsored
SCHR SCHWAB STRATEGIC TR7.9K shares-6.08%2025-09-302025-11-12history
BSV VANGUARD BD INDEX FDS2.5K sharesnew addition2025-09-302025-11-12history
VEU VANGUARD INTL EQUITY INDEX F2.7K shares0.00%2025-09-302025-11-12history
BAPR INNOVATOR ETFS TRUST4.0K shares-79.68%2025-09-302025-11-12history
IEF ISHARES TR1.9K shares37.68%2025-09-302025-11-12history
KYN KAYNE ANDERSON ENERGY INFRST14.6K shares0.00%2025-09-302025-11-12history
CSX CSX CORP5.0K shares0.00%2025-09-302025-11-12history
AVUV AMERICAN CENTY ETF TR1.8K sharesnew addition2025-09-302025-11-12history
Sponsored
INTC INTEL CORP5.0K shares474.11%2025-09-302025-11-12history
BMY BRISTOL-MYERS SQUIBB CO3.6K shares-47.61%2025-09-302025-11-12history
DBEF DBX ETF TR3.5K sharesnew addition2025-09-302025-11-12history
EOG EOG RES INC1.4K shares0.00%2025-09-302025-11-12history
SCHE SCHWAB STRATEGIC TR4.7K shares0.36%2025-09-302025-11-12history
CEG CONSTELLATION ENERGY CORP477 shares0.00%2025-09-302025-11-12history
VOE VANGUARD INDEX FDS889 shares-24.47%2025-09-302025-11-12history
BA BOEING CO689 sharesnew addition2025-09-302025-11-12history
Sponsored
IJUL INNOVATOR ETFS TRUST4.5K shares0.00%2025-09-302025-11-12history
CSCO CISCO SYS INC2.1K shares703.46%2025-09-302025-11-12history
VNQ VANGUARD INDEX FDS1.5K shares43.21%2025-09-302025-11-12history
LYB LYONDELLBASELL INDUSTRIES N2.6K shares-1.87%2025-09-302025-11-12history
PJUN INNOVATOR ETFS TRUST3.1K shares0.00%2025-09-302025-11-12history
F FORD MTR CO10.6K shares0.00%2025-09-302025-11-12history
APRH INNOVATOR ETFS TRUST5.0K shares0.00%2025-09-302025-11-12history
MA MASTERCARD INCORPORATED208 shares0.00%2025-09-302025-11-12history
Sponsored
VCSH VANGUARD SCOTTSDALE FDS1.4K shares0.00%2025-09-302025-11-12history
CEF SPROTT ASSET MANAGEMENT LP2.8K shares0.00%2025-09-302025-11-12history
IMTB ISHARES TR2.3K shares0.00%2025-09-302025-11-12history
ITOT ISHARES TR683 sharesnew addition2025-09-302025-11-12history
DUK DUKE ENERGY CORP NEW780 shares-12.95%2025-09-302025-11-12history
NSC NORFOLK SOUTHN CORP311 shares0.00%2025-09-302025-11-12history
SPHY SPDR SERIES TRUST3.8K shares0.19%2025-09-302025-11-12history
XLF SELECT SECTOR SPDR TR1.6K shares429.33%2025-09-302025-11-12history
Sponsored
VBK VANGUARD INDEX FDS283 sharesnew addition2025-09-302025-11-12history
VCIT VANGUARD SCOTTSDALE FDS972 shares161.29%2025-09-302025-11-12history
ADP AUTOMATIC DATA PROCESSING IN275 sharesnew addition2025-09-302025-11-12history
SO SOUTHERN CO840 sharesnew addition2025-09-302025-11-12history
DFIV DIMENSIONAL ETF TRUST1.7K sharesnew addition2025-09-302025-11-12history
KTOS KRATOS DEFENSE & SEC SOLUTIO850 shares-27.04%2025-09-302025-11-12history
IJR ISHARES TR628 shares0.00%2025-09-302025-11-12history
MDT MEDTRONIC PLC777 shares85.44%2025-09-302025-11-12history
Sponsored
SCHA SCHWAB STRATEGIC TR2.6K shares1575.00%2025-09-302025-11-12history
SMCI SUPER MICRO COMPUTER INC1.5K sharesnew addition2025-09-302025-11-12history
PPG PPG INDS INC622 shares0.00%2025-09-302025-11-12history
ASTS AST SPACEMOBILE INC1.3K shares63.55%2025-09-302025-11-12history
EXC EXELON CORP1.4K shares0.00%2025-09-302025-11-12history
SCHC SCHWAB STRATEGIC TR1.4K sharesnew addition2025-09-302025-11-12history
EW EDWARDS LIFESCIENCES CORP800 shares0.00%2025-09-302025-11-12history
YUM YUM BRANDS INC398 sharesnew addition2025-09-302025-11-12history
Sponsored
MET METLIFE INC700 shares0.00%2025-09-302025-11-12history
UL UNILEVER PLC950 shares375.00%2025-09-302025-11-12history
CP CANADIAN PACIFIC KANSAS CITY703 shares0.00%2025-09-302025-11-12history
MO ALTRIA GROUP INC786 shares0.00%2025-09-302025-11-12history
GD GENERAL DYNAMICS CORP148 shares0.00%2025-09-302025-11-12history
TFLO ISHARES TR915 shares-21.46%2025-09-302025-11-12history
BTT BLACKROCK MUN TARGET TERM TR2.0K shares0.00%2025-09-302025-11-12history
UJUN INNOVATOR ETFS TRUST1.2K shares0.00%2025-09-302025-11-12history
Sponsored
SPSM SPDR SERIES TRUST900 shares0.00%2025-09-302025-11-12history
BJAN INNOVATOR ETFS TRUST700 shares-30.00%2025-09-302025-11-12history
GXO GXO LOGISTICS INCORPORATED699 shares0.00%2025-09-302025-11-12history
VOOG VANGUARD ADMIRAL FDS INC84 sharesnew addition2025-09-302025-11-12history
TSLA TESLA INC81 shares0.00%2025-09-302025-11-12history
BMAY INNOVATOR ETFS TRUST800 shares-38.46%2025-09-302025-11-12history
SPY SPDR S&P 500 ETF TR52 shares0.00%2025-09-302025-11-12history
ULTA ULTA BEAUTY INC60 shares-93.37%2025-09-302025-11-12history
Sponsored
IUSB ISHARES TR661 sharesnew addition2025-09-302025-11-12history
GLD SPDR GOLD TR85 shares0.00%2025-09-302025-11-12history
STIP ISHARES TR290 shares16.00%2025-09-302025-11-12history
USMV ISHARES TR310 shares0.00%2025-09-302025-11-12history
SWK STANLEY BLACK & DECKER INC380 shares0.00%2025-09-302025-11-12history
PEG PUBLIC SVC ENTERPRISE GRP IN300 shares0.00%2025-09-302025-11-12history
LMT LOCKHEED MARTIN CORP50 shares0.00%2025-09-302025-11-12history
IBIT ISHARES BITCOIN TRUST ETF382 sharesnew addition2025-09-302025-11-12history
Sponsored
BOCT INNOVATOR ETFS TRUST500 shares0.00%2025-09-302025-11-12history
VB VANGUARD INDEX FDS90 shares0.00%2025-09-302025-11-12history
CAT CATERPILLAR INC42 shares0.00%2025-09-302025-11-12history
BKLN INVESCO EXCH TRADED FD TR II800 shares0.00%2025-09-302025-11-12history
BMAR INNOVATOR ETFS TRUST300 shares0.00%2025-09-302025-11-12history
BSEP INNOVATOR ETFS TRUST300 shares0.00%2025-09-302025-11-12history
T AT&T INC510 shares0.00%2025-09-302025-11-12history
AMAT APPLIED MATLS INC70 shares0.00%2025-09-302025-11-12history
Sponsored
IUSG ISHARES TR86 shares0.00%2025-09-302025-11-12history
OGE OGE ENERGY CORP300 shares0.00%2025-09-302025-11-12history
XLU SELECT SECTOR SPDR TR150 shares0.00%2025-09-302025-11-12history
IUSV ISHARES TR130 shares0.00%2025-09-302025-11-12history
DFSD DIMENSIONAL ETF TRUST267 sharesnew addition2025-09-302025-11-12history
PDEC INNOVATOR ETFS TRUST300 shares0.00%2025-09-302025-11-12history
MDLZ MONDELEZ INTL INC200 shares0.00%2025-09-302025-11-12history
RPM RPM INTL INC100 shares0.00%2025-09-302025-11-12history
Sponsored
UNH UNITEDHEALTH GROUP INC33 shares0.00%2025-09-302025-11-12history
SCHO SCHWAB STRATEGIC TR436 shares0.00%2025-09-302025-11-12history
TLH ISHARES TR97 sharesnew addition2025-09-302025-11-12history
XLE SELECT SECTOR SPDR TR110 shares0.00%2025-09-302025-11-12history
AMGN AMGEN INC33 shares0.00%2025-09-302025-11-12history
BLZE BACKBLAZE INC1.0K shares0.00%2025-09-302025-11-12history
BJUN INNOVATOR ETFS TRUST200 shares-55.56%2025-09-302025-11-12history
DYNF BLACKROCK ETF TRUST146 sharesnew addition2025-09-302025-11-12history
Sponsored
IWD ISHARES TR42 shares0.00%2025-09-302025-11-12history
QUAL ISHARES TR41 sharesnew addition2025-09-302025-11-12history
IEMG ISHARES INC113 shares175.61%2025-09-302025-11-12history
IVW ISHARES TR59 sharesnew addition2025-09-302025-11-12history
EFV ISHARES TR98 sharesnew addition2025-09-302025-11-12history
RIVN RIVIAN AUTOMOTIVE INC450 shares80.00%2025-09-302025-11-12history
VFH VANGUARD WORLD FD50 shares0.00%2025-09-302025-11-12history
LAW CS DISCO INC1.0K shares0.00%2025-09-302025-11-12history
Sponsored
VZ VERIZON COMMUNICATIONS INC144 shares0.00%2025-09-302025-11-12history
IAGG ISHARES TR122 sharesnew addition2025-09-302025-11-12history
O REALTY INCOME CORP100 shares0.00%2025-09-302025-11-12history
IVE ISHARES TR28 sharesnew addition2025-09-302025-11-12history
AMBA AMBARELLA INC65 shares0.00%2025-09-302025-11-12history
BAC-PL BANK AMERICA CORP4 shares0.00%2025-09-302025-11-12history
CRWD CROWDSTRIKE HLDGS INC10 shares0.00%2025-09-302025-11-12history
EFG ISHARES TR32 sharesnew addition2025-09-302025-11-12history
Sponsored
FTEC FIDELITY COVINGTON TRUST16 shares0.00%2025-09-302025-11-12history
FCOM FIDELITY COVINGTON TRUST49 shares0.00%2025-09-302025-11-12history
OEF ISHARES TR10 sharesnew addition2025-09-302025-11-12history
THRO BLACKROCK ETF TRUST81 sharesnew addition2025-09-302025-11-12history
VOT VANGUARD INDEX FDS10 shares0.00%2025-09-302025-11-12history
ALAB ASTERA LABS INC15 shares0.00%2025-09-302025-11-12history
EMB ISHARES TR29 sharesnew addition2025-09-302025-11-12history
VWO VANGUARD INTL EQUITY INDEX F50 shares0.00%2025-09-302025-11-12history
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GOVT ISHARES TR116 sharesnew addition2025-09-302025-11-12history
MTUM ISHARES TR10 sharesnew addition2025-09-302025-11-12history
IYW ISHARES TR13 sharesnew addition2025-09-302025-11-12history
USIG ISHARES TR48 shares0.00%2025-09-302025-11-12history
IAU ISHARES GOLD TR34 sharesnew addition2025-09-302025-11-12history
LCID LUCID GROUP INC100 sharesnew addition2025-09-302025-11-12history
SCHI SCHWAB STRATEGIC TR70 sharesnew addition2025-09-302025-11-12history
FNDF SCHWAB STRATEGIC TR21 sharesnew addition2025-09-302025-11-12history
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FNDA SCHWAB STRATEGIC TR26 sharesnew addition2025-09-302025-11-12history
KARS KRANESHARES TRUST23 shares0.00%2025-09-302025-11-12history
ABNB AIRBNB INC5 shares0.00%2025-09-302025-11-12history
BTI BRITISH AMERN TOB PLC10 shares0.00%2025-09-302025-11-12history
QS QUANTUMSCAPE CORP40 shares0.00%2025-09-302025-11-12history
USHY ISHARES TR12 shares0.00%2025-09-302025-11-12history
LUV SOUTHWEST AIRLS CO10 shares0.00%2025-09-302025-11-12history
PTON PELOTON INTERACTIVE INC30 shares0.00%2025-09-302025-11-12history
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HAUZ DBX ETF TR7 sharesnew addition2025-09-302025-11-12history
SCHH SCHWAB STRATEGIC TR7 sharesnew addition2025-09-302025-11-12history
MRNA MODERNA INC5 shares0.00%2025-09-302025-11-12history
LMND LEMONADE INC1 shares0.00%2025-09-302025-11-12history
PXH INVESCO EXCH TRADED FD TR II1 sharesnew addition2025-09-302025-11-12history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available