The Analysis of Coastal Bridge Advisors, LLC's Holdings

Currently, Coastal Bridge Advisors, LLC holds 457 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in JFLX (+272.1K shares, valued at $13.7M), INFL (+146.6K shares, valued at $6.6M), IGM (+41.2K shares, valued at $5.2M); decreased their positions in MRVL (-70.8K shares, valued at $6.0M), BGB (-369.3K shares, valued at $4.5M), ZTS (-28.9K shares, valued at $4.2M); initiated new positions in JFLX (+272.1K shares, valued at $13.7M), IGM (+41.2K shares, valued at $5.2M), MIAX (+76.6K shares, valued at $3.1M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC220.0K shares3.90%2025-09-302025-11-03

MSFT MICROSOFT CORP75.4K shares-1.34%2025-09-302025-11-03

LION2 LIONSGATE STUDIOS CORP5.3M shares-9.13%2025-09-302025-11-03

JEPI J P MORGAN EXCHANGE TRADED F617.9K shares-1.96%2025-09-302025-11-03

GOOG ALPHABET INC136.1K shares-0.89%2025-09-302025-11-03

NVDA NVIDIA CORPORATION171.5K shares-2.34%2025-09-302025-11-03

BGB BLACKSTONE STRATEGIC CRED 202.5M shares-12.77%2025-09-302025-11-03

AMZN AMAZON COM INC131.3K shares2.23%2025-09-302025-11-03

Sponsored

SCHD SCHWAB STRATEGIC TR1.1M shares3.08%2025-09-302025-11-03

IAU ISHARES GOLD TR279.6K shares31.47%2025-09-302025-11-03

SCHB SCHWAB STRATEGIC TR748.0K shares-0.53%2025-09-302025-11-03

SPGP INVESCO EXCHANGE TRADED FD T169.1K shares-0.01%2025-09-302025-11-03

EIPI FIRST TR EXCHNG TRADED FD VI968.3K shares8.45%2025-09-302025-11-03

GOOGL ALPHABET INC75.3K shares0.96%2025-09-302025-11-03

XOM EXXON MOBIL CORP149.5K shares0.75%2025-09-302025-11-03

JPM JPMORGAN CHASE & CO.45.2K shares-2.49%2025-09-302025-11-03

Sponsored

META META PLATFORMS INC19.2K shares-4.53%2025-09-302025-11-03

HON HONEYWELL INTL INC66.9K shares11.36%2025-09-302025-11-03

ABBV ABBVIE INC60.8K shares-0.11%2025-09-302025-11-03

JFLX J P MORGAN EXCHANGE TRADED F272.1K sharesnew addition2025-09-302025-11-03

IQLT ISHARES TR295.8K shares20.49%2025-09-302025-11-03

VUG VANGUARD INDEX FDS26.5K shares7.90%2025-09-302025-11-03

JNJ JOHNSON & JOHNSON64.5K shares1.26%2025-09-302025-11-03

XLK SELECT SECTOR SPDR TR41.5K shares-10.66%2025-09-302025-11-03

Sponsored

LZ LEGALZOOM COM INC1.1M shares-9.89%2025-09-302025-11-03

PANW PALO ALTO NETWORKS INC55.6K shares1.28%2025-09-302025-11-03

ASML ASML HOLDING N V11.1K shares2.44%2025-09-302025-11-03

SPY SPDR S&P 500 ETF TR15.7K shares-6.70%2025-09-302025-11-03

VNLA JANUS DETROIT STR TR206.9K shares6.96%2025-09-302025-11-03

MU MICRON TECHNOLOGY INC59.0K shares-7.69%2025-09-302025-11-03

APP APPLOVIN CORP13.2K shares-3.78%2025-09-302025-11-03

JEPQ J P MORGAN EXCHANGE TRADED F159.1K shares-1.16%2025-09-302025-11-03

Sponsored

IJS ISHARES TR82.8K shares1.01%2025-09-302025-11-03

RTX RTX CORPORATION54.5K shares2.10%2025-09-302025-11-03

VEU VANGUARD INTL EQUITY INDEX F120.7K shares-0.16%2025-09-302025-11-03

BX BLACKSTONE INC49.4K shares-5.14%2025-09-302025-11-03

BRK.B BERKSHIRE HATHAWAY INC DEL16.7K shares-0.59%2025-09-302025-11-03

INFL LISTED FDS TR182.5K shares409.01%2025-09-302025-11-03

DGRO ISHARES TR116.1K shares-0.22%2025-09-302025-11-03

WMT WALMART INC76.4K shares-14.72%2025-09-302025-11-03

Sponsored

XLF SELECT SECTOR SPDR TR144.2K shares5.15%2025-09-302025-11-03

XLC SELECT SECTOR SPDR TR64.3K shares-1.78%2025-09-302025-11-03

IEFA ISHARES TR87.1K shares53.73%2025-09-302025-11-03

HD HOME DEPOT INC17.7K shares0.19%2025-09-302025-11-03

COF CAPITAL ONE FINL CORP33.1K shares-0.21%2025-09-302025-11-03

XLV SELECT SECTOR SPDR TR48.2K shares-21.56%2025-09-302025-11-03

DKNG DRAFTKINGS INC NEW174.5K shares0.06%2025-09-302025-11-03

KKR KKR & CO INC49.4K shares-8.88%2025-09-302025-11-03

Sponsored

ADBE ADOBE INC18.1K shares-5.77%2025-09-302025-11-03

AVGO BROADCOM INC19.0K shares-9.15%2025-09-302025-11-03

VTV VANGUARD INDEX FDS33.0K shares18.02%2025-09-302025-11-03

IEI ISHARES TR51.5K shares20.91%2025-09-302025-11-03

ARES ARES MANAGEMENT CORPORATION37.3K shares-13.68%2025-09-302025-11-03

GLD SPDR GOLD TR16.3K shares0.00%2025-09-302025-11-03

PYLD PIMCO ETF TR214.4K shares6.91%2025-09-302025-11-03

PEP PEPSICO INC40.4K shares15.88%2025-09-302025-11-03

Sponsored

VO VANGUARD INDEX FDS19.1K shares-2.15%2025-09-302025-11-03

SPGM SPDR INDEX SHS FDS73.9K shares4.00%2025-09-302025-11-03

ORCL ORACLE CORP19.3K shares-15.47%2025-09-302025-11-03

LMT LOCKHEED MARTIN CORP10.7K shares-6.67%2025-09-302025-11-03

ABNB AIRBNB INC44.0K shares0.06%2025-09-302025-11-03

EEMA ISHARES INC56.8K shares5.60%2025-09-302025-11-03

IGM ISHARES TR41.2K sharesnew addition2025-09-302025-11-03

VPL VANGUARD INTL EQUITY INDEX F58.0K shares-0.80%2025-09-302025-11-03

Sponsored

XLY SELECT SECTOR SPDR TR21.1K shares-0.22%2025-09-302025-11-03

STRZ STARZ ENTERTAINMENT CORP.340.3K shares-12.01%2025-09-302025-11-03

AXP AMERICAN EXPRESS CO15.0K shares-0.13%2025-09-302025-11-03

TMUS T-MOBILE US INC20.2K shares3.30%2025-09-302025-11-03

SO SOUTHERN CO50.2K shares3.42%2025-09-302025-11-03

APO APOLLO GLOBAL MGMT INC35.5K shares-5.93%2025-09-302025-11-03

GILD GILEAD SCIENCES INC42.5K shares-0.22%2025-09-302025-11-03

MDT MEDTRONIC PLC49.2K shares1.28%2025-09-302025-11-03

Sponsored

MA MASTERCARD INCORPORATED8.1K shares-1.69%2025-09-302025-11-03

QQQ INVESCO QQQ TR7.6K shares0.14%2025-09-302025-11-03

XLP SELECT SECTOR SPDR TR58.2K shares16.05%2025-09-302025-11-03

BRK.A BERKSHIRE HATHAWAY INC DEL6 shares0.00%2025-09-302025-11-03

IJR ISHARES TR37.8K shares4.10%2025-09-302025-11-03

VCSH VANGUARD SCOTTSDALE FDS55.0K shares15.15%2025-09-302025-11-03

JFR NUVEEN FLOATING RATE INCOME534.8K shares-0.04%2025-09-302025-11-03

RSP INVESCO EXCHANGE TRADED FD T21.9K shares2.81%2025-09-302025-11-03

Sponsored

BAC BANK AMERICA CORP79.7K shares-0.20%2025-09-302025-11-03

CCL CARNIVAL CORP141.9K shares-11.08%2025-09-302025-11-03

TSLA TESLA INC9.2K shares-6.57%2025-09-302025-11-03

DNA GINKGO BIOWORKS HOLDINGS INC276.8K shares0.00%2025-09-302025-11-03

AMGN AMGEN INC14.3K shares3.12%2025-09-302025-11-03

BSCR INVESCO EXCH TRD SLF IDX FD200.7K shares0.08%2025-09-302025-11-03

IEF ISHARES TR40.5K shares11.32%2025-09-302025-11-03

ALL ALLSTATE CORP18.2K shares530.60%2025-09-302025-11-03

Sponsored

VXUS VANGUARD STAR FDS52.8K shares486.54%2025-09-302025-11-03

MCD MCDONALDS CORP12.7K shares-1.63%2025-09-302025-11-03

NEE NEXTERA ENERGY INC50.9K shares8.16%2025-09-302025-11-03

COST COSTCO WHSL CORP NEW4.1K shares1.39%2025-09-302025-11-03

PG PROCTER AND GAMBLE CO24.3K shares0.87%2025-09-302025-11-03

J JACOBS SOLUTIONS INC24.5K shares0.02%2025-09-302025-11-03

TXN TEXAS INSTRS INC19.4K shares-5.96%2025-09-302025-11-03

ABT ABBOTT LABS26.3K shares-0.40%2025-09-302025-11-03

Sponsored

CG CARLYLE GROUP INC56.1K shares-5.02%2025-09-302025-11-03

IBM INTERNATIONAL BUSINESS MACHS12.3K shares-1.36%2025-09-302025-11-03

DUK DUKE ENERGY CORP NEW28.1K shares6.76%2025-09-302025-11-03

PFE PFIZER INC136.2K shares-23.13%2025-09-302025-11-03

NKE NIKE INC49.1K shares2.60%2025-09-302025-11-03

QCOM QUALCOMM INC20.2K shares-1.33%2025-09-302025-11-03

V VISA INC9.7K shares-1.63%2025-09-302025-11-03

TLT ISHARES TR37.1K shares30.10%2025-09-302025-11-03

Sponsored

URI UNITED RENTALS INC3.3K shares-0.15%2025-09-302025-11-03

MIAX MIAMI INTL HLDGS INC76.6K sharesnew addition2025-09-302025-11-03

GE GE AEROSPACE10.2K shares-0.46%2025-09-302025-11-03

LRCX LAM RESEARCH CORP22.5K shares1.50%2025-09-302025-11-03

TIP ISHARES TR26.4K shares1.17%2025-09-302025-11-03

APH AMPHENOL CORP NEW23.1K shares0.08%2025-09-302025-11-03

CVX CHEVRON CORP NEW18.1K shares10.88%2025-09-302025-11-03

PM PHILIP MORRIS INTL INC17.1K shares1.80%2025-09-302025-11-03

Sponsored

MMM 3M CO17.8K shares-0.52%2025-09-302025-11-03

PSTG PURE STORAGE INC33.0K shares-0.04%2025-09-302025-11-03

EWJ ISHARES INC33.9K shares0.00%2025-09-302025-11-03

TJX TJX COS INC NEW18.7K shares4.31%2025-09-302025-11-03

TMO THERMO FISHER SCIENTIFIC INC5.5K shares45.46%2025-09-302025-11-03

AMAT APPLIED MATLS INC13.0K shares0.88%2025-09-302025-11-03

PWR QUANTA SVCS INC6.4K shares-5.05%2025-09-302025-11-03

SPGI S&P GLOBAL INC5.4K shares166.62%2025-09-302025-11-03

Sponsored

IYY ISHARES TR16.1K shares-2.26%2025-09-302025-11-03

KO COCA COLA CO38.4K shares-1.24%2025-09-302025-11-03

XLU SELECT SECTOR SPDR TR28.4K sharesnew addition2025-09-302025-11-03

VRT VERTIV HOLDINGS CO16.4K shares7.74%2025-09-302025-11-03

UTES ETFIS SER TR I29.4K sharesnew addition2025-09-302025-11-03

MRK MERCK & CO INC28.9K shares3.47%2025-09-302025-11-03

ETN EATON CORP PLC6.5K shares-1.71%2025-09-302025-11-03

VCIT VANGUARD SCOTTSDALE FDS28.7K shares14.72%2025-09-302025-11-03

Sponsored

UBER UBER TECHNOLOGIES INC24.5K shares252.77%2025-09-302025-11-03

CRM SALESFORCE INC9.9K shares-0.58%2025-09-302025-11-03

IJH ISHARES TR35.5K shares2.12%2025-09-302025-11-03

ADP AUTOMATIC DATA PROCESSING IN7.8K shares-1.04%2025-09-302025-11-03

CB CHUBB LIMITED8.1K shares2.72%2025-09-302025-11-03

IBIT ISHARES BITCOIN TRUST ETF35.1K shares53.01%2025-09-302025-11-03

XBI SPDR SERIES TRUST22.6K shares-25.56%2025-09-302025-11-03

CSCO CISCO SYS INC33.1K shares-1.38%2025-09-302025-11-03

Sponsored

VZ VERIZON COMMUNICATIONS INC50.7K shares1.45%2025-09-302025-11-03

SCHP SCHWAB STRATEGIC TR81.8K shares6.01%2025-09-302025-11-03

DIS DISNEY WALT CO19.1K shares-4.12%2025-09-302025-11-03

NFLX NETFLIX INC1.8K shares-1.14%2025-09-302025-11-03

UNP UNION PAC CORP8.9K shares0.16%2025-09-302025-11-03

LST MANAGED PORTFOLIO SERIES52.7K shares0.00%2025-09-302025-11-03

FDS FACTSET RESH SYS INC7.3K shares-1.59%2025-09-302025-11-03

IYW ISHARES TR10.6K shares-4.29%2025-09-302025-11-03

Sponsored

WCC WESCO INTL INC9.8K shares-0.39%2025-09-302025-11-03

LOW LOWES COS INC8.2K shares3.73%2025-09-302025-11-03

SPYG SPDR SERIES TRUST24.5K shares6.52%2025-09-302025-11-03

BSCS INVESCO EXCH TRD SLF IDX FD99.0K shares3.06%2025-09-302025-11-03

SKLZ SKILLZ INC247.0K shares0.00%2025-09-302025-11-03

UPST UPSTART HLDGS INC38.9K shares1.05%2025-09-302025-11-03

MYI BLACKROCK MUNIYIELD QUALITY172.6K shares48.43%2025-09-302025-11-03

AMD ADVANCED MICRO DEVICES INC11.6K shares-1.16%2025-09-302025-11-03

Sponsored

INCY INCYTE CORP22.1K shares0.99%2025-09-302025-11-03

GPOR GULFPORT ENERGY CORP10.2K sharesnew addition2025-09-302025-11-03

GS GOLDMAN SACHS GROUP INC2.3K shares-0.43%2025-09-302025-11-03

CIBR FIRST TR EXCHANGE TRADED FD24.0K shares23.82%2025-09-302025-11-03

LPLA LPL FINL HLDGS INC5.4K shares-0.87%2025-09-302025-11-03

SOLV SOLVENTUM CORP24.4K shares5.82%2025-09-302025-11-03

WELL WELLTOWER INC10.0K shares-0.31%2025-09-302025-11-03

BA BOEING CO8.2K shares1.95%2025-09-302025-11-03

Sponsored

RSPH INVESCO EXCHANGE TRADED FD T59.1K shares194.76%2025-09-302025-11-03

LLY ELI LILLY & CO2.2K shares-5.25%2025-09-302025-11-03

AMP AMERIPRISE FINL INC3.5K shares-3.59%2025-09-302025-11-03

GEN GEN DIGITAL INC59.3K shares1.77%2025-09-302025-11-03

IEUR ISHARES TR24.5K shares2.78%2025-09-302025-11-03

MSI MOTOROLA SOLUTIONS INC3.6K shares0.34%2025-09-302025-11-03

TT TRANE TECHNOLOGIES PLC3.8K shares-0.94%2025-09-302025-11-03

RSG REPUBLIC SVCS INC6.9K shares-1.10%2025-09-302025-11-03

Sponsored

XLI SELECT SECTOR SPDR TR10.0K shares-0.01%2025-09-302025-11-03

VOO VANGUARD INDEX FDS2.5K shares1.73%2025-09-302025-11-03

MODL VICTORY PORTFOLIOS II32.9K shares0.91%2025-09-302025-11-03

SLV ISHARES SILVER TR35.9K shares149.72%2025-09-302025-11-03

SNA SNAP ON INC4.4K shares0.14%2025-09-302025-11-03

T AT&T INC52.7K shares2.43%2025-09-302025-11-03

GSC GOLDMAN SACHS ETF TR27.7K shares-3.43%2025-09-302025-11-03

IWF ISHARES TR3.1K shares-1.48%2025-09-302025-11-03

Sponsored

D DOMINION ENERGY INC23.9K sharesnew addition2025-09-302025-11-03

FI FISERV INC11.1K sharesnew addition2025-09-302025-11-03

AJG GALLAGHER ARTHUR J & CO4.6K shares-0.56%2025-09-302025-11-03

ELV ELEVANCE HEALTH INC FORMERLY4.3K shares-9.11%2025-09-302025-11-03

FCFS FIRSTCASH HOLDINGS INC8.6K sharesnew addition2025-09-302025-11-03

IVV ISHARES TR2.0K shares-8.20%2025-09-302025-11-03

VTI VANGUARD INDEX FDS4.0K shares0.52%2025-09-302025-11-03

INGR INGREDION INC10.5K shares3.77%2025-09-302025-11-03

Sponsored

SHEL SHELL PLC17.8K shares2.53%2025-09-302025-11-03

WEC WEC ENERGY GROUP INC11.1K shares9.15%2025-09-302025-11-03

RLY SSGA ACTIVE ETF TR41.1K shares17.70%2025-09-302025-11-03

OI O-I GLASS INC97.8K shares-0.63%2025-09-302025-11-03

SHY ISHARES TR15.2K shares0.00%2025-09-302025-11-03

EMXC ISHARES INC18.6K shares11.29%2025-09-302025-11-03

CASY CASEYS GEN STORES INC2.2K shares0.59%2025-09-302025-11-03

PLTR PALANTIR TECHNOLOGIES INC6.8K shares-41.70%2025-09-302025-11-03

Sponsored

ATO ATMOS ENERGY CORP7.3K shares3.27%2025-09-302025-11-03

TRV TRAVELERS COMPANIES INC4.3K shares-1.65%2025-09-302025-11-03

TSCO TRACTOR SUPPLY CO20.8K shares0.52%2025-09-302025-11-03

ITW ILLINOIS TOOL WKS INC4.5K shares2.86%2025-09-302025-11-03

SPYV SPDR SERIES TRUST21.1K shares1.84%2025-09-302025-11-03

SYK STRYKER CORPORATION3.0K shares0.13%2025-09-302025-11-03

CTVA CORTEVA INC16.5K shares0.37%2025-09-302025-11-03

ED CONSOLIDATED EDISON INC10.9K shares-1.19%2025-09-302025-11-03

Sponsored

VGT VANGUARD WORLD FD1.5K shares-3.32%2025-09-302025-11-03

FDX FEDEX CORP4.5K shares-29.64%2025-09-302025-11-03

VXF VANGUARD INDEX FDS5.0K shares-1.78%2025-09-302025-11-03

WSO WATSCO INC2.6K shares23.51%2025-09-302025-11-03

BSX BOSTON SCIENTIFIC CORP10.6K shares-1.63%2025-09-302025-11-03

USRT ISHARES TR17.5K shares44.43%2025-09-302025-11-03

VBR VANGUARD INDEX FDS4.9K shares40.11%2025-09-302025-11-03

RBLX ROBLOX CORP7.3K shares-2.26%2025-09-302025-11-03

Sponsored

LHX L3HARRIS TECHNOLOGIES INC3.2K shares-0.34%2025-09-302025-11-03

FAST FASTENAL CO19.7K shares-19.79%2025-09-302025-11-03

YUM YUM BRANDS INC6.3K shares2.88%2025-09-302025-11-03

BR BROADRIDGE FINL SOLUTIONS IN4.0K shares0.63%2025-09-302025-11-03

ACN ACCENTURE PLC IRELAND3.8K shares-27.00%2025-09-302025-11-03

BLK BLACKROCK INC809 shares-8.28%2025-09-302025-11-03

GLW CORNING INC11.5K shares-2.35%2025-09-302025-11-03

MDLZ MONDELEZ INTL INC15.0K shares-1.83%2025-09-302025-11-03

Sponsored

SPRY ARS PHARMACEUTICALS INC91.7K shares5.34%2025-09-302025-11-03

RBRK RUBRIK INC.11.1K shares115.06%2025-09-302025-11-03

INTU INTUIT1.3K shares-1.19%2025-09-302025-11-03

C CITIGROUP INC8.9K shares-1.55%2025-09-302025-11-03

IVW ISHARES TR7.4K shares0.39%2025-09-302025-11-03

SHW SHERWIN WILLIAMS CO2.6K shares10.47%2025-09-302025-11-03

TRI THOMSON REUTERS CORP5.7K shares0.47%2025-09-302025-11-03

CAT CATERPILLAR INC1.8K shares11.63%2025-09-302025-11-03

Sponsored

WM WASTE MGMT INC DEL3.9K shares-0.26%2025-09-302025-11-03

SPTS SPDR SERIES TRUST28.9K shares3.34%2025-09-302025-11-03

NDAQ NASDAQ INC9.5K shares-0.26%2025-09-302025-11-03

ENB ENBRIDGE INC16.6K shares12.02%2025-09-302025-11-03

TDG TRANSDIGM GROUP INC634 shares-2.76%2025-09-302025-11-03

TSM TAIWAN SEMICONDUCTOR MFG LTD2.9K shares-5.81%2025-09-302025-11-03

INOD INNODATA INC10.6K sharesnew addition2025-09-302025-11-03

MDY SPDR S&P MIDCAP 400 ETF TR1.4K shares-0.44%2025-09-302025-11-03

Sponsored

VIG VANGUARD SPECIALIZED FUNDS3.8K shares0.03%2025-09-302025-11-03

MMC MARSH & MCLENNAN COS INC3.9K shares-3.74%2025-09-302025-11-03

CTAS CINTAS CORP3.8K shares-0.26%2025-09-302025-11-03

PSX PHILLIPS 665.8K shares-14.59%2025-09-302025-11-03

WRB BERKLEY W R CORP10.1K shares-0.33%2025-09-302025-11-03

PEG PUBLIC SVC ENTERPRISE GRP IN9.3K shares-0.85%2025-09-302025-11-03

SCHO SCHWAB STRATEGIC TR31.6K shares-3.57%2025-09-302025-11-03

JMBS JANUS DETROIT STR TR16.8K shares14.81%2025-09-302025-11-03

Sponsored

GD GENERAL DYNAMICS CORP2.2K shares-3.56%2025-09-302025-11-03

PLD PROLOGIS INC.6.5K shares1.48%2025-09-302025-11-03

IYJ ISHARES TR5.1K shares0.97%2025-09-302025-11-03

URGN UROGEN PHARMA LTD37.0K shares0.00%2025-09-302025-11-03

ZTS ZOETIS INC5.0K shares-85.26%2025-09-302025-11-03

AWK AMERICAN WTR WKS CO INC NEW5.1K shares1.36%2025-09-302025-11-03

WDAY WORKDAY INC3.0K shares-0.97%2025-09-302025-11-03

STE STERIS PLC2.9K shares0.56%2025-09-302025-11-03

Sponsored

VONV VANGUARD SCOTTSDALE FDS7.8K shares-1.09%2025-09-302025-11-03

EOG EOG RES INC6.1K shares-0.37%2025-09-302025-11-03

UNH UNITEDHEALTH GROUP INC2.0K shares-62.57%2025-09-302025-11-03

EQIX EQUINIX INC874 shares-1.24%2025-09-302025-11-03

WFC WELLS FARGO CO NEW8.2K shares-42.03%2025-09-302025-11-03

UTF COHEN & STEERS INFRASTRUCTUR27.6K shares0.02%2025-09-302025-11-03

AOR ISHARES TR10.6K shares-37.11%2025-09-302025-11-03

EMR EMERSON ELEC CO5.1K shares5.00%2025-09-302025-11-03

Sponsored

IGHG PROSHARES TR8.4K shares-0.08%2025-09-302025-11-03

PAYX PAYCHEX INC5.2K shares-0.89%2025-09-302025-11-03

IYH ISHARES TR11.1K shares-1.16%2025-09-302025-11-03

LQDH ISHARES U S ETF TR6.8K shares0.61%2025-09-302025-11-03

SCMB SCHWAB STRATEGIC TR24.7K shares-47.62%2025-09-302025-11-03

MS MORGAN STANLEY4.0K shares-10.32%2025-09-302025-11-03

PGR PROGRESSIVE CORP2.5K shares-4.92%2025-09-302025-11-03

BNDI NEOS ETF TRUST13.0K sharesnew addition2025-09-302025-11-03

Sponsored

AFL AFLAC INC5.4K shares-0.22%2025-09-302025-11-03

CMCSA COMCAST CORP NEW19.2K shares-0.94%2025-09-302025-11-03

IBB ISHARES TR4.2K shares-22.54%2025-09-302025-11-03

IEMG ISHARES INC9.1K shares9.38%2025-09-302025-11-03

GEV GE VERNOVA INC971 shares1.68%2025-09-302025-11-03

LONZ PIMCO ETF TR11.5K shares31.06%2025-09-302025-11-03

MKC MCCORMICK & CO INC8.7K shares1.64%2025-09-302025-11-03

PREF PRINCIPAL EXCHANGE TRADED FD30.5K shares18.91%2025-09-302025-11-03

Sponsored

OKLO OKLO INC5.2K shares4.46%2025-09-302025-11-03

AGI ALAMOS GOLD INC NEW16.6K shares1.53%2025-09-302025-11-03

NSC NORFOLK SOUTHN CORP1.9K shares-13.55%2025-09-302025-11-03

PH PARKER-HANNIFIN CORP754 shares-5.87%2025-09-302025-11-03

MPC MARATHON PETE CORP2.9K shares5.10%2025-09-302025-11-03

IWD ISHARES TR2.8K shares-17.85%2025-09-302025-11-03

CVS CVS HEALTH CORP7.5K shares-12.66%2025-09-302025-11-03

VB VANGUARD INDEX FDS2.2K shares-1.26%2025-09-302025-11-03

Sponsored

IYK ISHARES TR8.1K shares0.00%2025-09-302025-11-03

COP CONOCOPHILLIPS5.9K shares-3.41%2025-09-302025-11-03

SMTH ALPS ETF TR21.1K shares0.20%2025-09-302025-11-03

INTC INTEL CORP16.2K shares-23.17%2025-09-302025-11-03

UYG PROSHARES TR5.5K shares0.00%2025-09-302025-11-03

GBTC GRAYSCALE BITCOIN TRUST ETF6.1K shares0.00%2025-09-302025-11-03

ACWX ISHARES TR8.3K shares2.70%2025-09-302025-11-03

KLAC KLA CORP497 shares-15.76%2025-09-302025-11-03

Sponsored

EQX EQUINOX GOLD CORP47.7K shares0.00%2025-09-302025-11-03

IP INTERNATIONAL PAPER CO11.2K shares0.48%2025-09-302025-11-03

B BARRICK MNG CORP15.7K shares0.00%2025-09-302025-11-03

BHVN BIOHAVEN LTD33.8K shares-8.47%2025-09-302025-11-03

BSCQ INVESCO EXCH TRD SLF IDX FD25.7K shares2.20%2025-09-302025-11-03

GDX VANECK ETF TRUST6.6K shares-7.08%2025-09-302025-11-03

ALNY ALNYLAM PHARMACEUTICALS INC1.1K shares2.33%2025-09-302025-11-03

HDV ISHARES TR4.1K shares0.07%2025-09-302025-11-03

Sponsored

JKHY HENRY JACK & ASSOC INC3.3K shares0.33%2025-09-302025-11-03

MO ALTRIA GROUP INC7.5K shares9.30%2025-09-302025-11-03

BDX BECTON DICKINSON & CO2.6K shares20.81%2025-09-302025-11-03

IWB ISHARES TR1.3K shares-43.59%2025-09-302025-11-03

STX SEAGATE TECHNOLOGY HLDNGS PL2.0K shares-2.62%2025-09-302025-11-03

POOL POOL CORP1.6K shares27.19%2025-09-302025-11-03

IAUI NEOS ETF TRUST9.2K sharesnew addition2025-09-302025-11-03

LH LABCORP HOLDINGS INC1.7K shares-1.02%2025-09-302025-11-03

Sponsored

SCHV SCHWAB STRATEGIC TR16.2K shares-4.13%2025-09-302025-11-03

DHR DANAHER CORPORATION2.3K shares-6.57%2025-09-302025-11-03

VEA VANGUARD TAX-MANAGED FDS7.5K shares20.19%2025-09-302025-11-03

MPWR MONOLITHIC PWR SYS INC488 shares1.46%2025-09-302025-11-03

IWS ISHARES TR3.2K shares0.00%2025-09-302025-11-03

CAH CARDINAL HEALTH INC2.8K shares-82.50%2025-09-302025-11-03

HSY HERSHEY CO2.4K sharesnew addition2025-09-302025-11-03

FTEC FIDELITY COVINGTON TRUST2.0K shares-5.02%2025-09-302025-11-03

Sponsored

FELG FIDELITY COVINGTON TRUST10.8K shares0.08%2025-09-302025-11-03

NFG NATIONAL FUEL GAS CO4.8K shares0.00%2025-09-302025-11-03

IWM ISHARES TR1.8K shares-1.10%2025-09-302025-11-03

WTRG ESSENTIAL UTILS INC10.9K shares-0.98%2025-09-302025-11-03

MUB ISHARES TR4.1K shares95.28%2025-09-302025-11-03

DFIV DIMENSIONAL ETF TRUST9.4K shares91.76%2025-09-302025-11-03

ICLN ISHARES TR27.6K shares-3.73%2025-09-302025-11-03

ETHE GRAYSCALE ETHEREUM TRUST ETF12.5K shares0.00%2025-09-302025-11-03

Sponsored

KVUE KENVUE INC26.1K shares-68.92%2025-09-302025-11-03

BAR GRANITESHARES GOLD TR10.9K shares-1.71%2025-09-302025-11-03

BCDF LISTED FDS TR13.1K shares-0.30%2025-09-302025-11-03

ISRG INTUITIVE SURGICAL INC918 shares-14.45%2025-09-302025-11-03

IYM ISHARES TR2.8K shares0.00%2025-09-302025-11-03

EME EMCOR GROUP INC629 shares-15.46%2025-09-302025-11-03

TV GRUPO TELEVISA S A B151.1K shares0.00%2025-09-302025-11-03

IVE ISHARES TR1.9K shares-30.36%2025-09-302025-11-03

Sponsored

LDOS LEIDOS HOLDINGS INC2.1K shares0.00%2025-09-302025-11-03

AEM AGNICO EAGLE MINES LTD2.3K shares-2.67%2025-09-302025-11-03

HEI HEICO CORP NEW1.2K shares-0.75%2025-09-302025-11-03

SPTI SPDR SERIES TRUST13.4K shares-3.68%2025-09-302025-11-03

GLOW VICTORY PORTFOLIOS II12.8K shares-6.97%2025-09-302025-11-03

USB US BANCORP DEL8.0K shares-24.13%2025-09-302025-11-03

PYPL PAYPAL HLDGS INC5.7K shares-0.98%2025-09-302025-11-03

XSD SPDR SERIES TRUST1.2K shares0.00%2025-09-302025-11-03

Sponsored

NEA NUVEEN AMT FREE QLTY MUN INC32.7K shares0.14%2025-09-302025-11-03

AGG ISHARES TR3.7K shares0.74%2025-09-302025-11-03

ITA ISHARES TR1.7K shares0.00%2025-09-302025-11-03

ES EVERSOURCE ENERGY5.1K shares9.65%2025-09-302025-11-03

CME CME GROUP INC1.3K sharesnew addition2025-09-302025-11-03

AU ANGLOGOLD ASHANTI PLC5.1K shares2.53%2025-09-302025-11-03

SDY SPDR SERIES TRUST2.5K shares-4.26%2025-09-302025-11-03

NOBL PROSHARES TR3.4K shares0.00%2025-09-302025-11-03

Sponsored

EPD ENTERPRISE PRODS PARTNERS L11.0K shares7.23%2025-09-302025-11-03

AEP AMERICAN ELEC PWR CO INC3.0K shares56.97%2025-09-302025-11-03

TER TERADYNE INC2.5K shares-35.62%2025-09-302025-11-03

IRM IRON MTN INC DEL3.3K shares-4.00%2025-09-302025-11-03

TLH ISHARES TR3.3K shares-20.10%2025-09-302025-11-03

DIA SPDR DOW JONES INDL AVERAGE719 shares0.00%2025-09-302025-11-03

SCHM SCHWAB STRATEGIC TR11.2K shares0.03%2025-09-302025-11-03

DVY ISHARES TR2.3K shares0.00%2025-09-302025-11-03

Sponsored

EG EVEREST GROUP LTD931 shares-10.74%2025-09-302025-11-03

FLJP FRANKLIN TEMPLETON ETF TR9.3K shares0.00%2025-09-302025-11-03

CNTA CENTESSA PHARMACEUTICALS PLC13.1K shares-33.33%2025-09-302025-11-03

ROAD CONSTRUCTION PARTNERS INC2.5K shares-1.69%2025-09-302025-11-03

CRWD CROWDSTRIKE HLDGS INC642 shares-0.93%2025-09-302025-11-03

CSX CSX CORP8.7K shares5.37%2025-09-302025-11-03

MET METLIFE INC3.8K shares-0.29%2025-09-302025-11-03

SBUX STARBUCKS CORP3.7K shares-0.30%2025-09-302025-11-03

Sponsored

SCHR SCHWAB STRATEGIC TR12.3K shares13.65%2025-09-302025-11-03

ITOT ISHARES TR2.1K shares-6.62%2025-09-302025-11-03

ZS ZSCALER INC1.0K shares-0.39%2025-09-302025-11-03

HAL HALLIBURTON CO12.4K shares-55.73%2025-09-302025-11-03

VRP INVESCO EXCH TRADED FD TR II12.1K shares0.31%2025-09-302025-11-03

BMY BRISTOL-MYERS SQUIBB CO6.6K shares-10.10%2025-09-302025-11-03

VHT VANGUARD WORLD FD1.1K shares0.00%2025-09-302025-11-03

OKTA OKTA INC3.2K shares-3.98%2025-09-302025-11-03

Sponsored

STIP ISHARES TR2.8K shares0.32%2025-09-302025-11-03

KMB KIMBERLY-CLARK CORP2.3K shares-1.82%2025-09-302025-11-03

MRVL MARVELL TECHNOLOGY INC3.3K shares-95.55%2025-09-302025-11-03

GIS GENERAL MLS INC5.4K shares0.46%2025-09-302025-11-03

HYEM VANECK ETF TRUST13.7K shares19.11%2025-09-302025-11-03

COR CENCORA INC872 shares6.08%2025-09-302025-11-03

DE DEERE & CO594 shares-1.82%2025-09-302025-11-03

ITB ISHARES TR2.5K shares0.00%2025-09-302025-11-03

Sponsored

CR CRANE COMPANY1.5K shares0.00%2025-09-302025-11-03

SHOP SHOPIFY INC1.8K shares-1.84%2025-09-302025-11-03

IUSG ISHARES TR1.6K shares0.00%2025-09-302025-11-03

AWI ARMSTRONG WORLD INDS INC NEW1.3K shares-1.61%2025-09-302025-11-03

WWD WOODWARD INC1.0K shares-14.45%2025-09-302025-11-03

DD DUPONT DE NEMOURS INC3.4K shares0.39%2025-09-302025-11-03

HIG HARTFORD INSURANCE GROUP INC2.0K shares-1.01%2025-09-302025-11-03

VYM VANGUARD WHITEHALL FDS1.9K shares16.33%2025-09-302025-11-03

Sponsored

VWO VANGUARD INTL EQUITY INDEX F4.8K shares4.31%2025-09-302025-11-03

NET CLOUDFLARE INC1.2K sharesnew addition2025-09-302025-11-03

MAR MARRIOTT INTL INC NEW968 shares-2.22%2025-09-302025-11-03

PRIM PRIMORIS SVCS CORP1.8K sharesnew addition2025-09-302025-11-03

FCX FREEPORT-MCMORAN INC6.4K shares-0.17%2025-09-302025-11-03

ET ENERGY TRANSFER L P14.5K shares-50.92%2025-09-302025-11-03

YUMC YUM CHINA HLDGS INC5.8K shares-3.26%2025-09-302025-11-03

ARMN ARIS MNG CORP25.0K shares0.00%2025-09-302025-11-03

Sponsored

LIN LINDE PLC516 shares1.18%2025-09-302025-11-03

FLMI FRANKLIN TEMPLETON ETF TR9.9K sharesnew addition2025-09-302025-11-03

CL COLGATE PALMOLIVE CO3.0K shares-5.10%2025-09-302025-11-03

VIK VIKING HOLDINGS LTD3.9K sharesnew addition2025-09-302025-11-03

BSMR INVESCO EXCH TRD SLF IDX FD10.3K shares20.08%2025-09-302025-11-03

PODD INSULET CORP784 shares-6.89%2025-09-302025-11-03

K KELLANOVA2.9K shares1.35%2025-09-302025-11-03

SMFG SUMITOMO MITSUI FINL GROUP I14.3K shares-3.38%2025-09-302025-11-03

Sponsored

FDN FIRST TR EXCHANGE-TRADED FD855 shares0.00%2025-09-302025-11-03

ROK ROCKWELL AUTOMATION INC678 shares-0.59%2025-09-302025-11-03

FNV FRANCO NEV CORP1.0K sharesnew addition2025-09-302025-11-03

PGX INVESCO EXCH TRADED FD TR II19.9K shares1.01%2025-09-302025-11-03

XSW SPDR SERIES TRUST1.2K shares0.00%2025-09-302025-11-03

SOFI SOFI TECHNOLOGIES INC8.6K sharesnew addition2025-09-302025-11-03

HLI HOULIHAN LOKEY INC1.1K sharesnew addition2025-09-302025-11-03

MUFG MITSUBISHI UFJ FINL GROUP IN14.2K shares3.34%2025-09-302025-11-03

Sponsored

ERIE ERIE INDTY CO709 shares2.46%2025-09-302025-11-03

RKLB ROCKET LAB CORP4.7K sharesnew addition2025-09-302025-11-03

BABA ALIBABA GROUP HLDG LTD1.2K sharesnew addition2025-09-302025-11-03

UPS UNITED PARCEL SERVICE INC2.7K shares-7.29%2025-09-302025-11-03

RCL ROYAL CARIBBEAN GROUP684 sharesnew addition2025-09-302025-11-03

VOT VANGUARD INDEX FDS750 shares0.00%2025-09-302025-11-03

CARY ANGEL OAK FUNDS TRUST10.5K shares0.00%2025-09-302025-11-03

IDU ISHARES TR2.0K shares0.00%2025-09-302025-11-03

Sponsored

HWM HOWMET AEROSPACE INC1.1K sharesnew addition2025-09-302025-11-03

NEM NEWMONT CORP2.6K sharesnew addition2025-09-302025-11-03

SPYM SPDR SERIES TRUST2.8K shares0.04%2025-09-302025-11-03

ETH GRAYSCALE ETHEREUM MINI TR E5.5K sharesnew addition2025-09-302025-11-03

PRU PRUDENTIAL FINL INC2.1K shares6.45%2025-09-302025-11-03

BK BANK NEW YORK MELLON CORP2.0K sharesnew addition2025-09-302025-11-03

RCMT RCM TECHNOLOGIES INC8.0K sharesnew addition2025-09-302025-11-03

ESGV VANGUARD WORLD FD1.8K sharesnew addition2025-09-302025-11-03

Sponsored

CI THE CIGNA GROUP730 shares-4.33%2025-09-302025-11-03

IAI ISHARES TR1.2K shares0.00%2025-09-302025-11-03

EXPE EXPEDIA GROUP INC981 sharesnew addition2025-09-302025-11-03

BSMS INVESCO EXCH TRD SLF IDX FD8.9K sharesnew addition2025-09-302025-11-03

AHR AMERICAN HEALTHCARE REIT INC5.0K sharesnew addition2025-09-302025-11-03

VEEV VEEVA SYS INC694 sharesnew addition2025-09-302025-11-03

COPX GLOBAL X FDS3.4K sharesnew addition2025-09-302025-11-03

EFA ISHARES TR2.2K sharesnew addition2025-09-302025-11-03

Sponsored

PRAX PRAXIS PRECISION MEDICINES I3.8K sharesnew addition2025-09-302025-11-03

AMTM AMENTUM HOLDINGS INC8.5K shares-85.92%2025-09-302025-11-03

VIS VANGUARD WORLD FD681 sharesnew addition2025-09-302025-11-03

MGC VANGUARD WORLD FD823 sharesnew addition2025-09-302025-11-03

ECL ECOLAB INC731 sharesnew addition2025-09-302025-11-03

COMP COMPASS INC23.2K shares0.00%2025-09-302025-11-03

F FORD MTR CO15.3K shares-6.96%2025-09-302025-11-03

RVT ROYCE SMALL CAP TRUST INC10.7K shares0.00%2025-09-302025-11-03

Sponsored

AWP ABRDN GLOBAL PREMIER PPTYS F41.9K shares0.00%2025-09-302025-11-03

DEI DOUGLAS EMMETT INC10.3K shares0.00%2025-09-302025-11-03

PDBC INVESCO ACTVELY MNGD ETC FD10.7K shares0.00%2025-09-302025-11-03

HPP HUDSON PAC PPTYS INC51.2K shares-0.78%2025-09-302025-11-03

RITM RITHM CAPITAL CORP11.7K shares0.80%2025-09-302025-11-03

HLMN HILLMAN SOLUTIONS CORP13.2K sharesnew addition2025-09-302025-11-03

SSSS SURO CAPITAL CORP11.3K sharesnew addition2025-09-302025-11-03

NNOX NANO X IMAGING LTD27.0K shares8.00%2025-09-302025-11-03

Sponsored

LUMN LUMEN TECHNOLOGIES INC16.0K shares1.60%2025-09-302025-11-03

CAPR CAPRICOR THERAPEUTICS INC10.9K shares0.00%2025-09-302025-11-03

ATAI ATAI LIFE SCIENCES NV14.5K sharesnew addition2025-09-302025-11-03

TMC TMC THE METALS COMPANY INC10.0K shares0.00%2025-09-302025-11-03

ANNX ANNEXON INC17.0K shares0.00%2025-09-302025-11-03

AUID AUTHID INC15.0K shares0.00%2025-09-302025-11-03

DNUT KRISPY KREME INC12.2K shares-6.02%2025-09-302025-11-03

ALLO ALLOGENE THERAPEUTICS INC21.8K shares-90.14%2025-09-302025-11-03

Sponsored

COHEN & STEERS INFRASTRUCTUR COHEN & STEERS INFRASTRUCTUR27.6K sharesnew addition2025-09-302025-11-03

Call Option Holdings

CAPRICOR THERAPEUTICS INC Call CallCAPRICOR THERAPEUTICS INC18.0K sharesnew addition2025-09-302025-11-03

Put Option Holdings

SPDR S&P 500 ETF TR Put PutSPDR S&P 500 ETF TR2.4K shares-82.22%2025-09-302025-11-03