The Analysis of Comprehensive Financial Planning, Inc./PA's Holdings
Currently, Comprehensive Financial Planning, Inc./PA holds 347 types of securities in its portfolio with a total value $145.9M. In the most recent quarter, they have increased their positions in MSFT (+2.5K shares, valued at $1.3M), NVDA (+6.6K shares, valued at $1.2M), PSFF (+33.7K shares, valued at $1.1M); decreased their positions in COWZ (-14.4K shares, valued at $828.0K), PJUL (-16.0K shares, valued at $731.1K), MLPA (-7.5K shares, valued at $361.8K); initiated new positions in PSFF (+33.7K shares, valued at $1.1M), IESC (+831 shares, valued at $330.4K), TFPM (+8.6K shares, valued at $251.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
JAAA JANUS HENDERSON AAA CLO ETF169.0K shares-0.44%2025-09-302025-11-12
AAPL APPLE INC29.3K shares-1.61%2025-09-302025-11-12 META META PLATFORMS INC CLASS A9.9K shares10.31%2025-09-302025-11-12 NVDA NVIDIA CORP37.1K shares21.80%2025-09-302025-11-12 MSFT MICROSOFT CORP11.2K shares28.35%2025-09-302025-11-12 VOO VANGUARD S&P 500 ETF8.7K shares0.40%2025-09-302025-11-12 XLG INVSC S P 500 TOP 50 ETF92.2K shares0.75%2025-09-302025-11-12 IVV ISHARES CORE S&P 500 ETF6.0K shares2.73%2025-09-302025-11-12 JGRO JPMORGAN ACTIVE GROWTH ETF35.1K shares20.26%2025-09-302025-11-12 AMZN AMAZON.COM INC13.4K shares1.08%2025-09-302025-11-12 TCHP T ROWE PRICE BLUE CHIP GROWTH ETF55.0K shares26.56%2025-09-302025-11-12 SPY SPDR S&P 500 ETF3.8K shares1.50%2025-09-302025-11-12 DGRW WISDOMTREE US QLT DIV GRW ETF27.1K shares8.26%2025-09-302025-11-12 IVW ISHARES S&P 500 GROWTH ETF19.9K shares17.06%2025-09-302025-11-12 SCHG SCHWAB US LARGE CAP GROWTH ETF74.6K shares26.81%2025-09-302025-11-12 MAGS LISTED FNDS RONDHL MGNFCNT ETF36.6K shares2.40%2025-09-302025-11-12 CRWD CROWDSTRIKE HLDGS INC CLASS A4.4K shares0.52%2025-09-302025-11-12 PLTR PALANTIR TECHNOLOGIES INCLASS A11.8K shares38.26%2025-09-302025-11-12 QQQ INVSC QQQ TRUST SRS 1 ETF3.5K shares1.30%2025-09-302025-11-12 BRK.B BERKSHIRE HATHAWAY CLASS B4.2K shares0.00%2025-09-302025-11-12 COST COSTCO WHSL CORP NEW2.3K shares-1.18%2025-09-302025-11-12 BALT INNOVATOR DEFINED WEALTHSHIELD ETF59.9K shares1.95%2025-09-302025-11-12 QQQM INVESCO NASDAQ 100 ETF7.4K shares3.04%2025-09-302025-11-12 FFTY INNOVATOR IBD 50 ETF47.7K shares55.42%2025-09-302025-11-12 SOXX ISHARES SEMICONDUCTOR ETF6.4K shares7.02%2025-09-302025-11-12 SCHD SCHWAB US DIVIDEND EQUITY ETF62.6K shares0.55%2025-09-302025-11-12 VFLO VICTORYSHARES FREE CASH FLOW ETF44.8K shares0.69%2025-09-302025-11-12 TSPA T ROWE PRICE U S EQUITY RESEARCH ETF39.7K shares6.19%2025-09-302025-11-12 JIVE JPMORGAN INTERNATIONAL VALUE ETF21.6K shares130.98%2025-09-302025-11-12 IGM ISHARES EXPANDED TECH SECTOR ETF11.4K shares13.08%2025-09-302025-11-12 TSLA TESLA INC3.2K shares-1.56%2025-09-302025-11-12 XMMO INVESCO S & P MIDCAP MOMENTUM ETF9.6K shares2.71%2025-09-302025-11-12 FPX FIRST TRUST US EQUITY OPRTNT ETF6.9K shares0.22%2025-09-302025-11-12 RDVI FT VEST RISING DIV INCOME ETF44.1K shares1.84%2025-09-302025-11-12 JCPB JPMORGAN CORE PLUS BOND ETF23.6K shares29.56%2025-09-302025-11-12 WM WASTE MGMT INC DEL4.9K shares0.35%2025-09-302025-11-12 PSFF PACER SWAN SOS FUND OF FUNDS ETF33.7K sharesnew addition2025-09-302025-11-12 VGT VANGUARD INFORMATION TECHNOLOGY ETF1.4K shares0.07%2025-09-302025-11-12 JEPQ J P MORGAN NASDAQ EQT PRM INC ETF17.6K shares3.31%2025-09-302025-11-12 AVLV AVANTIS U S LARGE CAP VALUE ETF13.3K shares0.24%2025-09-302025-11-12 VO VANGUARD MID CAP ETF3.1K shares0.36%2025-09-302025-11-12 SMH VANECK SEMICONDUCTOR ETF2.7K shares0.48%2025-09-302025-11-12 TCAF T ROWE PRICE CPTL APRCTNEQT ETF23.3K shares9.00%2025-09-302025-11-12 XLK TECHNOLOGY SELECT SECTORSPDR ETF2.9K shares14.67%2025-09-302025-11-12 JSI JANUS HENDERSON SECRTZ INC ETF15.7K shares9.22%2025-09-302025-11-12 IYW ISHARES US TECHNOLOGY ETF4.2K shares15.52%2025-09-302025-11-12 RSP INVSC S P 500 EQUAL WEIGHT ETF4.2K shares1.08%2025-09-302025-11-12 XLF SELECT STR FINANCIAL SELECT SPDR ETF13.0K shares12.27%2025-09-302025-11-12 VLU SPDR SP 1500 VALUE TILT ETF3.3K shares0.45%2025-09-302025-11-12 DGRO ISHARES CORE DIVIDEND GROWTH ETF9.7K shares-4.07%2025-09-302025-11-12 NOW SERVICENOW INC684 shares-3.53%2025-09-302025-11-12 RSG REPUBLIC SVCS INC2.7K shares0.22%2025-09-302025-11-12 MGV VANGUARD MEGA CAP VALUE ETF4.5K shares7.65%2025-09-302025-11-12 GOOGL ALPHABET INC CLASS CLASS A2.5K shares0.08%2025-09-302025-11-12 TGRW T ROWE PRICE GROWTH STOCK ETF13.2K shares0.00%2025-09-302025-11-12 VST VISTRA CORP3.0K shares13.20%2025-09-302025-11-12 JPM JPMORGAN CHASE & CO1.9K shares0.27%2025-09-302025-11-12 AVGO BROADCOM INC1.7K shares5.20%2025-09-302025-11-12 ITOT ISHARES TOTAL US STOCK MARKET ETF3.7K shares0.30%2025-09-302025-11-12 SPMO INVSC S P 500 MOMENTUM ETF4.5K shares1.23%2025-09-302025-11-12 SLV ISHARES SILVER TRUST ETF12.7K shares37.45%2025-09-302025-11-12 QTUM DEFIANCE QUANTUM ETF4.9K shares34.54%2025-09-302025-11-12 XLU SELECT SECTOR UTI SELECTSPDR ETF5.8K shares14.66%2025-09-302025-11-12 IETC ISHS US TECH INDEPDNCE FOCUSD ETF5.0K shares3.46%2025-09-302025-11-12 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF8.7K shares6.28%2025-09-302025-11-12 URA GLOBAL X URANIUM ETF10.3K shares-20.49%2025-09-302025-11-12 CDC VICTORYSHARES US EQ INCOME ENH VOL WTD IDX ETF7.4K shares0.85%2025-09-302025-11-12 GFLW VICTORYSHARES FRE CSH FLW GRW ETF17.1K shares2.32%2025-09-302025-11-12 VNLA JANUS HENDERSON SHRT DRTN INM ETF9.7K shares1.25%2025-09-302025-11-12 HELO JPMORGN HEDGD EQTY LAD OVRLY ETF7.1K shares-2.83%2025-09-302025-11-12 IWY ISHARES RUSSELL TOP 200 GROWTH ETF1.7K shares0.12%2025-09-302025-11-12 VYM VANGUARD HIGH DIVIDEND YIELD ETF3.1K shares0.61%2025-09-302025-11-12 RTX RTX CORP2.6K shares0.42%2025-09-302025-11-12 MGK VANGUARD MEGA CAP GROWTHETF1.1K shares0.10%2025-09-302025-11-12 SDVY FIRST TRUST SMID CAP RISING DIVI ETF11.1K shares0.24%2025-09-302025-11-12 VTI VANGUARD TOTAL STOCK MARKET ETF1.2K shares0.17%2025-09-302025-11-12 AIQ GLOBAL X FUND GLB X ART INTL TGY ETF7.6K shares3.01%2025-09-302025-11-12 VHT VANGUARD HEALTH CARE ETF1.4K shares0.36%2025-09-302025-11-12 XMVM INVESCO S & P MIDCAP VALUE WITH MOMENTUM ETF5.8K shares0.50%2025-09-302025-11-12 ALAB ASTERA LABS INC1.7K shares3.05%2025-09-302025-11-12 IESC IES HLDGS INC831 sharesnew addition2025-09-302025-11-12 FULT FULTON FINL CORP PA17.6K shares12.82%2025-09-302025-11-12 XOM EXXON MOBIL CORP2.8K shares0.73%2025-09-302025-11-12 VOE VANGUARD MID CAP VALUE ETF1.6K shares0.43%2025-09-302025-11-12 AGX ARGAN INC1.0K shares-1.43%2025-09-302025-11-12 CRDO CREDO TECHNOLOGY GROUP F1.9K shares-50.83%2025-09-302025-11-12 GLTR ABRDN PHYSICAL PREC MTL BSKT SHS ETF1.6K shares1.45%2025-09-302025-11-12 CLS CELESTICA INC EQUITY FCLASS EQUITY1.0K shares-46.40%2025-09-302025-11-12 APH AMPHENOL CORP NEW CLASS A2.1K shares-1.44%2025-09-302025-11-12 TFPM TRIPLE FLAG PRECIOUS M F8.6K sharesnew addition2025-09-302025-11-12 ANET ARISTA NETWORKS INC1.7K sharesnew addition2025-09-302025-11-12 GOOG ALPHABET INC CLASS C994 shares0.00%2025-09-302025-11-12 MU MICRON TECHNOLOGY INC1.4K sharesnew addition2025-09-302025-11-12 FIX COMFORT SYS USA INC279 sharesnew addition2025-09-302025-11-12 SE SEA LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS1.2K sharesnew addition2025-09-302025-11-12 IGV ISHARES EXPANDED TECH STW SCTR ETF1.9K shares0.00%2025-09-302025-11-12 V VISA INC CLASS A612 shares0.00%2025-09-302025-11-12 GFI GOLD FIELDS LTD NEW FSPONSORED ADR 1 ADR REPS 1 ORD SHS5.0K sharesnew addition2025-09-302025-11-12 MLPA GLOBAL X MLP ETF4.1K shares-64.59%2025-09-302025-11-12 CVX CHEVRON CORP NEW1.3K shares0.64%2025-09-302025-11-12 FLCV FEDERATED HME MDT LAR VAL ETF NAV CF6.2K shares0.00%2025-09-302025-11-12 TDVG T ROWE PRICE DIVIDEND GROWTH ETF4.2K shares38.82%2025-09-302025-11-12 PSIX POWER SOLUTIONS INTL INC1.9K sharesnew addition2025-09-302025-11-12 NRG NRG ENERGY INC1.1K sharesnew addition2025-09-302025-11-12 XLE ENERGY SELECT SECTOR SPDR ETF2.0K shares-1.25%2025-09-302025-11-12 PANW PALO ALTO NETWORKS INC856 shares0.00%2025-09-302025-11-12 UBER UBER TECHNOLOGIES INC1.7K shares0.00%2025-09-302025-11-12 WFC WELLS FARGO & CO2.0K sharesnew addition2025-09-302025-11-12 HD HOME DEPOT INC397 shares0.00%2025-09-302025-11-12 TSM TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS561 shares6.86%2025-09-302025-11-12 USVM VICTORYSHARES US SMALL MID CAP VALUE MOMENTUM ETF1.7K shares0.61%2025-09-302025-11-12 VUG VANGUARD GROWTH ETF312 shares0.00%2025-09-302025-11-12 SMCI SUPER MICRO COMPUTER INC3.0K shares0.00%2025-09-302025-11-12 RPV INVSC S P 500 PURE VALUEETF1.5K shares0.62%2025-09-302025-11-12 WCN WASTE CONNECTIONS INC F800 shares0.00%2025-09-302025-11-12 LYV LIVE NATION ENTMT INC788 shares0.00%2025-09-302025-11-12 AMD ADVANCED MICRO DEVIC790 shares31.67%2025-09-302025-11-12 ABBV ABBVIE INC543 shares0.74%2025-09-302025-11-12 MDY SPDR S&P MIDCAP 400 ETF210 shares0.00%2025-09-302025-11-12 PJUL INNOVATOR US EQUITY POWER BUFFER ETF2.6K shares-86.10%2025-09-302025-11-12 IXUS ISHARES CORE MSCI TOTL INTL STCK ETF1.4K shares0.00%2025-09-302025-11-12 IWL ISHARES RUSSELL TOP 200 ETF682 shares0.29%2025-09-302025-11-12 MTUM ISHARES MSCI USA MOMNTUMFCT ETF431 shares0.23%2025-09-302025-11-12 VCR VANGUARD CONSUMER DISCRETIONARY ETF279 shares-3.46%2025-09-302025-11-12 PNC PNC FINL SERVICES546 shares0.00%2025-09-302025-11-12 SMLF ISHS US SMALLA CAP EQTY FACT ETF1.5K sharesnew addition2025-09-302025-11-12 GABF GABELLI FINANCIAL SERVICES OPPOR ETF2.2K shares1.43%2025-09-302025-11-12 QCOM QUALCOMM INC600 shares0.00%2025-09-302025-11-12 ARM ARM HLDGS PLC EQUITY A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS700 shares0.00%2025-09-302025-11-12 WDC WESTERN DIGITAL CORP801 sharesnew addition2025-09-302025-11-12 IWR ISHARES RUSSELL MID CAP ETF994 shares0.10%2025-09-302025-11-12 AVDE AVANTIS INTERNATIONAL EQUITY ETF1.2K shares1.00%2025-09-302025-11-12 JHMM JOHN HANCOCK MULTIFCTR MID CP ETF1.5K shares0.00%2025-09-302025-11-12 TFLO ISHARES TREASURY FLOATNGRATE BD ETF1.9K shares-28.79%2025-09-302025-11-12 TSCO TRACTOR SUPPLY CO1.6K shares0.00%2025-09-302025-11-12 MRK MERCK & CO. INC.1.0K shares-1.04%2025-09-302025-11-12 VOOV VANGUARD S&P 500 VALUE ETF408 shares0.25%2025-09-302025-11-12 SCHO SCHWAB SHORT TERM US TREASURY ETF3.3K shares40.74%2025-09-302025-11-12 XLC COMMUNICAT SVS SLCT SEC SPDR ETF674 shares0.30%2025-09-302025-11-12 VLO VALERO ENERGY CORP NEW450 shares0.00%2025-09-302025-11-12 AGG ISHARES CORE US AGGREGATE BOND ETF719 shares-27.52%2025-09-302025-11-12 PEP PEPSICO INC505 shares0.80%2025-09-302025-11-12 IWF ISHARES RUSSELL 1000 GROWTH ETF146 shares0.00%2025-09-302025-11-12 IXC ISHARES GLOBAL ENERGY ETF1.6K shares0.00%2025-09-302025-11-12 VTWO VANGUARD RUSSELL 2000 ETF683 shares0.44%2025-09-302025-11-12 DIA SPDR DOW JONES INDUSTRIAL AVRG ETF143 shares0.70%2025-09-302025-11-12 VV VANGUARD LARGE CAP ETF214 shares0.47%2025-09-302025-11-12 VB VANGUARD SMALL CAP ETF248 shares0.40%2025-09-302025-11-12 HSY HERSHEY CO325 shares0.62%2025-09-302025-11-12 IBB ISHARES BIOTECHNOLOGY ETF419 shares0.00%2025-09-302025-11-12 RSPT INVSC SP 500 EQUAL WEIGHT TECH ETF1.4K shares0.15%2025-09-302025-11-12 USMV ISHARES MSCI USA MIN VOLFCTR ETF630 shares0.32%2025-09-302025-11-12 COWZ PACER US CASH COWS 100 ETF1.0K shares-93.37%2025-09-302025-11-12 VOT VANGUARD MID CAP GROWTH ETF200 shares0.00%2025-09-302025-11-12 IYG ISHARES US FINANCIAL SERETF647 shares0.31%2025-09-302025-11-12 IWM ISHARES RUSSELL 2000 ETF234 shares0.00%2025-09-302025-11-12 AOM ISHARES CORE 40 60 MOD ALL ETF1.2K shares0.76%2025-09-302025-11-12 NEM NEWMONT CORP638 shares0.00%2025-09-302025-11-12 MGC VANGUARD MEGA CAP ETF213 shares0.47%2025-09-302025-11-12 PAAS PAN AMERN SILVER CORP F1.3K shares0.00%2025-09-302025-11-12 XSMO INVESCO S & P SMLCP MOMENTM ETF671 sharesnew addition2025-09-302025-11-12 VTV VANGUARD VALUE ETF260 shares0.39%2025-09-302025-11-12 CWST CASELLA WASTE SYS INC CLASS A500 shares66.67%2025-09-302025-11-12 BSV VANGUARD SHORT-TERM BONDETF587 shares1.03%2025-09-302025-11-12 LGLV SPDR SSGA US LG CP LW VLT INX ETF253 shares0.40%2025-09-302025-11-12 AOR ISHARES CORE 60 40 BAL ALL ETF681 shares0.74%2025-09-302025-11-12 SPYM SPDR PORTFOLIO S&P 500 ETF559 shares0.00%2025-09-302025-11-12 JTEK JPMORGAN U S TECH LEADERS ETF IV476 shares97.51%2025-09-302025-11-12 NFLX NETFLIX INC36 shares-76.00%2025-09-302025-11-12 RECS COLUMBIA RESEARCH ENHANCED CR ETF1.0K shares0.00%2025-09-302025-11-12 VIG VANGUARD DIVIDEND APPRECIATION ETF178 shares0.00%2025-09-302025-11-12 DLN WISDOMTREE US LARGECAP DIVIDEND ETF438 shares0.46%2025-09-302025-11-12 TPLC TIMOTHY PLAN US LARG MD CP CR ETF817 shares0.00%2025-09-302025-11-12 ACWX ISHARES MSCI ACWI EX US ETF581 shares0.00%2025-09-302025-11-12 IJK ISHARES S&P MID CAP 400 GRWTH ETF379 shares0.26%2025-09-302025-11-12 FTLS FIRST TRUST LONG SHORT EQUITY ETF515 shares0.59%2025-09-302025-11-12 LIT GLOBAL X LITHIUM BATTERYTECH ETF632 shares0.32%2025-09-302025-11-12 OKLO OKLO INC CLASS A315 shares950.00%2025-09-302025-11-12 UNH UNITEDHEALTH GROUP INC102 shares-32.89%2025-09-302025-11-12 BX BLACKSTONE INC200 shares0.00%2025-09-302025-11-12 FTC FIRST TR LRG CP GRW ALPHADEX ETF209 shares0.00%2025-09-302025-11-12 XYZ BLOCK INC A CLASS CLASS A450 shares0.00%2025-09-302025-11-12 TGRT T ROWE PRICE GROWTH ETF731 shares0.00%2025-09-302025-11-12 IHI ISHARES US MEDICAL DEVICES ETF519 shares-8.47%2025-09-302025-11-12 NSC NORFOLK SOUTHN CORP100 shares0.00%2025-09-302025-11-12 OXY OCCIDENTAL PETE CORP629 shares0.64%2025-09-302025-11-12 XMLV INVSC S P MIDCAP LOW VOLATILITY ETF463 shares0.65%2025-09-302025-11-12 BMY BRISTOL MYERS SQUIBB CO627 shares1.13%2025-09-302025-11-12 VXUS VANGUARD TOTAL INTERNATIONAL STK ETF383 shares0.00%2025-09-302025-11-12 JNJ JOHNSON & JOHNSON151 shares0.67%2025-09-302025-11-12 IJJ ISHARES S&P MID CAP 400 VALUE ETF211 shares0.48%2025-09-302025-11-12 SOFI SOFI TECHNOLOGIES INC1.0K shares0.00%2025-09-302025-11-12 IEFA ISHARES CORE MSCI EAFE ETF296 shares-41.85%2025-09-302025-11-12 IAT ISHARES US REGIONAL BANKS ETF477 shares0.63%2025-09-302025-11-12 BITQ BITWISE CRYPTO INDUSTRY INNOVAT ETF1.0K shares0.00%2025-09-302025-11-12 AVUV AVANTIS US SMALL CAP VALUE ETF245 shares-0.41%2025-09-302025-11-12 TDIV FIRST TR NASDAQ TECH DIVIDX ETF245 shares0.00%2025-09-302025-11-12 JSCP JPMORGAN SHORT DURATION CORE PLU ETF506 shares1.20%2025-09-302025-11-12 AVEM AVANTIS EMERGING MARKETSEQ ETF304 shares0.00%2025-09-302025-11-12 IYT ISHARES US TRANSPORTATION ETF316 shares0.32%2025-09-302025-11-12 CWS ADVISORSHARES FOCUSED EQUITY ETF330 shares0.00%2025-09-302025-11-12 PAVE GLOBAL X US INFRA DVLPMNT ETF462 shares0.65%2025-09-302025-11-12 F FORD MTR CO DEL1.8K shares1.33%2025-09-302025-11-12 MCD MCDONALDS CORP70 shares1.45%2025-09-302025-11-12 VEA VANGUARD FTSE DEVELOPED MARKETS ETF342 shares0.00%2025-09-302025-11-12 WMT WALMART INC181 shares0.00%2025-09-302025-11-12 SNDK SANDISK CORP166 shares0.00%2025-09-302025-11-12 TRV TRAVELERS COS INC64 shares0.00%2025-09-302025-11-12 IWD ISHARES RUSSELL 1000 VALUE ETF85 shares0.00%2025-09-302025-11-12 WTAI WISDOMTREE ART INTLL ANDINNVT ETF602 shares0.00%2025-09-302025-11-12 GLD SPDR GOLD SHARES ETF48 shares0.00%2025-09-302025-11-12 XLV SELECT SECTOR HEALTH CARE SPDR ETF120 shares0.84%2025-09-302025-11-12 LIN LINDE PLC F34 shares0.00%2025-09-302025-11-12 LRCX LAM RESH CORP120 shares0.00%2025-09-302025-11-12 VONE VANGUARD RUSSELL 1000 ETF51 shares0.00%2025-09-302025-11-12 SNAP SNAP INC CLASS A2.0K shares-34.17%2025-09-302025-11-12 CCL CARNIVAL CORP F500 shares0.00%2025-09-302025-11-12 CALF PACER US SMALL CAP CASH COWS ETF325 shares0.31%2025-09-302025-11-12 LQD ISHARES IBOXX INVT GRADEBOND ETF122 shares0.00%2025-09-302025-11-12 CZR CAESARS ENTMT INC NEW500 shares0.00%2025-09-302025-11-12 VONG VANGUARD RUSSELL 1000 GROWTH ETF112 shares0.00%2025-09-302025-11-12 DFAS DIMENSIONAL U S SMALL CAP ETF195 shares0.00%2025-09-302025-11-12 PLD PROLOGIS INC REIT116 shares0.00%2025-09-302025-11-12 PFE PFIZER INC511 shares0.79%2025-09-302025-11-12 PH PARKER-HANNIFIN CORP17 shares0.00%2025-09-302025-11-12 DUK DUKE ENERGY CORP NEW104 shares0.00%2025-09-302025-11-12 VYMI VANGUARD INTERNATNL HGH DIV YLD ETF151 shares0.00%2025-09-302025-11-12 IJR ISHARES CORE S&P SMALL CAP ETF107 shares-88.99%2025-09-302025-11-12 VTWV VANGUARD RUSSELL 2000 VALUE ETF80 shares0.00%2025-09-302025-11-12 JPST JPMORGAN ULTRA SHORT INCOME ETF245 shares1.24%2025-09-302025-11-12 XHE SPDR S&P HEALTH CARE EQUIPMENT ETF150 shares0.00%2025-09-302025-11-12 GBTC GRAYSCALE BITCOIN TRUST ETF129 shares0.00%2025-09-302025-11-12 NDAQ NASDAQ INC131 shares0.77%2025-09-302025-11-12 BAI ISHARES AI INVATN AND TEC ACT ETF329 shares0.00%2025-09-302025-11-12 HMY HARMONY GOLD MNG LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS619 shares0.00%2025-09-302025-11-12 BJUL INNOVATOR US EQUITY BUFFER ETF222 shares-96.70%2025-09-302025-11-12 GD GENERAL DYNAMICS CORP32 shares0.00%2025-09-302025-11-12 DIS DISNEY WALT CO95 shares0.00%2025-09-302025-11-12 ADI ANALOG DEVICES INC42 sharesnew addition2025-09-302025-11-12 NOBL PROSHARES S&P 500 DIV ARISTOCRAT ETF100 shares0.00%2025-09-302025-11-12 MP MP MATLS CORP CLASS A150 shares0.00%2025-09-302025-11-12 HBI HANESBRANDS INC1.5K shares0.00%2025-09-302025-11-12 KO THE COCA-COLA CO148 shares0.68%2025-09-302025-11-12 NOC NORTHROP GRUMMAN CORP15 shares0.00%2025-09-302025-11-12 AMAT APPLIED MATLS INC45 shares0.00%2025-09-302025-11-12 XLY SPDR FUND CONSUMER DISCRE SELECT ETF38 shares0.00%2025-09-302025-11-12 IEMG ISHARES CORE MSCI EMERGING ETF135 shares-34.15%2025-09-302025-11-12 ALGT ALLEGIANT TRAVEL CO140 shares0.00%2025-09-302025-11-12 BND VANGUARD TOTAL BOND MARKET ETF113 sharesnew addition2025-09-302025-11-12 RSPF INVESCO S&PINVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF 500 EQUAL108 shares0.00%2025-09-302025-11-12 SCHV SCHWAB US LARGE CAP VALUE ETF288 shares-58.26%2025-09-302025-11-12 JMST JPMORGAN ULTRA SHRT MUNCIPL INCM ETF156 shares0.65%2025-09-302025-11-12 IWN ISHARES RUSSELL 2000 VALUE ETF44 shares0.00%2025-09-302025-11-12 SPMB SPDR PORT MRTGG BCKD BNDETF341 shares0.00%2025-09-302025-11-12 TXN TEXAS INSTRS INC41 shares0.00%2025-09-302025-11-12 DVY ISHARES SELECT DIVIDEND ETF53 shares0.00%2025-09-302025-11-12 OEF ISHARES S&P 100 ETF22 shares0.00%2025-09-302025-11-12 VIS VANGUARD INDUSTRIALS ETF24 shares0.00%2025-09-302025-11-12 BAC BANK OF AMERICA CORP135 shares0.00%2025-09-302025-11-12 CI THE CIGNA GROUP24 shares0.00%2025-09-302025-11-12 CVS CVS HEALTH CORP91 shares0.00%2025-09-302025-11-12 CARR CARRIER GLOBAL CORP110 shares0.00%2025-09-302025-11-12 JAVA JPMORGAN ACTIVE VALUE ETF95 shares0.00%2025-09-302025-11-12 EA ELECTRONIC ARTS INC31 shares0.00%2025-09-302025-11-12 FXI ISHARES CHINA LARGE CAP ETF142 shares0.00%2025-09-302025-11-12 VWO VANGUARD FTSE EMERGING MARKETS ETF99 shares0.00%2025-09-302025-11-12 XLI SELECT SECTOR INDUSTRIALSPDR ETF34 shares0.00%2025-09-302025-11-12 FVD FIRST TRUST VALUE DIVIDEND INDEX ETF113 shares0.00%2025-09-302025-11-12 IUSB ISHARES TOTAL USD BOND MARKET ETF108 shares-50.00%2025-09-302025-11-12 OTIS OTIS WORLDWIDE CORP55 shares0.00%2025-09-302025-11-12 SPEM SPDR INDEX SHARES EMERG MARKT ETF106 shares0.00%2025-09-302025-11-12 IJH ISHARES CORE S&P MID CAPETF75 shares-50.00%2025-09-302025-11-12 OMC OMNICOM GROUP INC59 shares0.00%2025-09-302025-11-12 GE GE AEROSPACE16 shares0.00%2025-09-302025-11-12 IBM IBM CORP16 shares0.00%2025-09-302025-11-12 STBA S & T BANCORP INC118 shares0.00%2025-09-302025-11-12 ORGN ORIGIN MATLS INC CLASS A8.5K shares0.00%2025-09-302025-11-12 EFA ISHARES MSCI EAFE ETF44 shares0.00%2025-09-302025-11-12 EMLP FIRST TRUST NORTH AMERICAN ENERG ETF106 shares0.00%2025-09-302025-11-12 INTC INTEL CORP119 shares0.00%2025-09-302025-11-12 ARKF ARK FINTECH INNOVATION ETF70 shares0.00%2025-09-302025-11-12 FNB F N B CORP PA237 shares0.00%2025-09-302025-11-12 SKYY FIRST TRUST CLOUD COMPUTING ETF28 shares0.00%2025-09-302025-11-12 LUV SOUTHWEST AIRLS CO113 shares0.89%2025-09-302025-11-12 FDN FIRST TRUST INTERNET INDEX CF ETF12 shares0.00%2025-09-302025-11-12 SNY SANOFI FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS70 shares0.00%2025-09-302025-11-12 SCHB SCHWAB US BROAD MARKET ETF128 shares0.00%2025-09-302025-11-12 EEM ISHARES MSCI EMERGING MARKETS ETF61 shares0.00%2025-09-302025-11-12 AEM AGNICO EAGLE MINES LTD F19 shares0.00%2025-09-302025-11-12 BIV VANGUARD INTERMEDIATE TERM BOND ETF37 shares0.00%2025-09-302025-11-12 HIG-PG THE HARTFORD INS 6 PFDPFD SER G115 shares0.00%2025-09-302025-11-12 JPM-PD JPMORGAN CHAS 5.75 PFDPFD SER DD115 shares0.00%2025-09-302025-11-12 MET-PE METLIFE INC 5.625 PFDPFD SER E114 shares0.00%2025-09-302025-11-12 GEV GE VERNOVA INC4 shares0.00%2025-09-302025-11-12 CPRT COPART INC54 shares68.75%2025-09-302025-11-12 TEL TE CONNECTIVITY PLC F11 shares0.00%2025-09-302025-11-12 SYY SYSCO CORP28 shares0.00%2025-09-302025-11-12 MDT MEDTRONIC PLC F23 shares0.00%2025-09-302025-11-12 WTRG ESSENTIAL UTILS INC50 shares0.00%2025-09-302025-11-12 LEN LENNAR CORP CLASS A15 shares0.00%2025-09-302025-11-12 MO ALTRIA GROUP INC28 shares0.00%2025-09-302025-11-12 RSPM INVSC SP 500 EQUAL WEIGHT MATRL ETF55 shares0.00%2025-09-302025-11-12 EWZS ISHARES MSCI BRAZIL SMALL CAP ETF110 shares0.00%2025-09-302025-11-12 BAPR INNOVATOR US EQUITY BUFFER ETF32 shares-17.95%2025-09-302025-11-12 FTSM FIRST TRST ENHNCD SHRT MRTY ETF IV23 shares0.00%2025-09-302025-11-12 UL UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS23 shares0.00%2025-09-302025-11-12 LSAF LEADERSHARS ALPHFCTR US CR EQ ETF IV29 shares0.00%2025-09-302025-11-12 CPNG COUPANG INC CLASS A40 shares0.00%2025-09-302025-11-12 BTC GRAYSCALE BITCOIN MINI TRUST ETF25 shares0.00%2025-09-302025-11-12 TMUS T-MOBILE US INC5 shares0.00%2025-09-302025-11-12 FEOE FIRST EAGLE OVERSEAS EQUITY ETF24 shares0.00%2025-09-302025-11-12 CRON CRONOS GROUP INC F396 shares0.00%2025-09-302025-11-12 JCI JOHNSON CONTROLS INT F10 shares0.00%2025-09-302025-11-12 OGN ORGANON & CO98 shares0.00%2025-09-302025-11-12 VAW VANGUARD MATERIALS ETF5 shares0.00%2025-09-302025-11-12 LSAT LEADERSHRS ALPHAFCTR TACT FOCUS ETF22 shares0.00%2025-09-302025-11-12 FPF FIRST TRUST INT DUR PRF46 shares0.00%2025-09-302025-11-12 TLT ISHARES 20 PLS YEAR TREASURY BND ETF8 shares0.00%2025-09-302025-11-12 MOBX MOBIX LABS INC CLASS A625 shares0.00%2025-09-302025-11-12 MSOS ADVISORSHS PURE US CANNABIS ETF IV104 sharesnew addition2025-09-302025-11-12 SIRI SIRIUSXM HLDGS INC EQUITCLASS EQUITY20 shares0.00%2025-09-302025-11-12 GEHC GE HEALTHCARE TECHNOLOGI5 shares0.00%2025-09-302025-11-12 LCID LUCID GROUP INC15 sharesnew addition2025-09-302025-11-12 ADBE ADOBE INC1 shares0.00%2025-09-302025-11-12 AXP AMERICAN EXPRESS CO1 shares0.00%2025-09-302025-11-12 MASI MASIMO CORP2 shares0.00%2025-09-302025-11-12 MRP MILLROSE PPTYS INC CLASS A7 shares0.00%2025-09-302025-11-12 PNR PENTAIR PLC F2 shares0.00%2025-09-302025-11-12 WRAP WRAP TECHNOLOGIES INC100 shares0.00%2025-09-302025-11-12 TACK FAIRLEAD TACTICAL SECTORETF7 shares0.00%2025-09-302025-11-12 WAB WABTEC1 shares0.00%2025-09-302025-11-12 NVT NVENT ELEC PLC F2 shares0.00%2025-09-302025-11-12 BTOG BIT ORIGIN LIMITED FCLASS A500 sharesnew addition2025-09-302025-11-12 ICLN ISHARES GLOBAL CLEAN ENERGY ETF12 shares0.00%2025-09-302025-11-12 OKTA OKTA INC CLASS A2 shares0.00%2025-09-302025-11-12 RIG TRANSOCEAN LTD F57 shares0.00%2025-09-302025-11-12 KD KYNDRYL HLDGS INC3 shares0.00%2025-09-302025-11-12 PSTG PURE STORAGE INC CLASS A1 shares0.00%2025-09-302025-11-12 AMC AMC ENTMT HLDGS INC CLASS A21 shares0.00%2025-09-302025-11-12 WBD WARNER BROS DISCOVERY IN3 shares0.00%2025-09-302025-11-12 CGC CANOPY GROWTH CORP F35 shares0.00%2025-09-302025-11-12 FRCB FIRST REP BK SAN FRA1.6K shares0.00%2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available