The Analysis of Cornerstone Wealth Management, LLC's Holdings
Currently, Cornerstone Wealth Management, LLC holds 679 types of securities in its portfolio with a total value $1.8B. In the most recent quarter, they have increased their positions in JEPQ (+135.7K shares, valued at $7.8M), JIVE (+101.7K shares, valued at $7.7M), MFSG (+162.0K shares, valued at $4.6M); decreased their positions in AAPL (-10.9K shares, valued at $2.8M), BBUS (-7.3K shares, valued at $881.4K), USMV (-4.8K shares, valued at $456.5K); initiated new positions in JIVE (+101.7K shares, valued at $7.7M), MFSG (+162.0K shares, valued at $4.6M), AVDV (+15.7K shares, valued at $1.4M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC333.9K shares-3.16%2025-09-302025-11-04
BBUS J P MORGAN EXCHANGE TRADED F680.4K shares-1.06%2025-09-302025-11-04
SPMD SPDR SERIES TRUST1.1M shares2.26%2025-09-302025-11-04
IVV ISHARES TR75.3K shares-0.13%2025-09-302025-11-04
NVDA NVIDIA CORPORATION251.0K shares1.61%2025-09-302025-11-04
SPYM SPDR SERIES TRUST579.4K shares5.36%2025-09-302025-11-04
MSFT MICROSOFT CORP70.0K shares2.85%2025-09-302025-11-04
QQQ INVESCO QQQ TR41.1K shares4.37%2025-09-302025-11-04
USMV ISHARES TR248.7K shares-1.89%2025-09-302025-11-04
BOND PIMCO ETF TR246.1K shares3.08%2025-09-302025-11-04
VIG VANGUARD SPECIALIZED FUNDS96.5K shares0.08%2025-09-302025-11-04
AMZN AMAZON COM INC94.1K shares3.35%2025-09-302025-11-04
SPY SPDR S&P 500 ETF TR28.5K shares4.75%2025-09-302025-11-04
VTI VANGUARD INDEX FDS56.9K shares1.14%2025-09-302025-11-04
WMT WALMART INC178.2K shares1.19%2025-09-302025-11-04
MINT PIMCO ETF TR173.4K shares4.02%2025-09-302025-11-04
CALF PACER FDS TR395.1K shares7.66%2025-09-302025-11-04
VXUS VANGUARD STAR FDS234.9K shares0.70%2025-09-302025-11-04
SPYG SPDR SERIES TRUST158.3K shares-0.62%2025-09-302025-11-04
PG PROCTER AND GAMBLE CO105.2K shares3.38%2025-09-302025-11-04
BSCR INVESCO EXCH TRD SLF IDX FD753.5K shares5.93%2025-09-302025-11-04
BSCQ INVESCO EXCH TRD SLF IDX FD692.0K shares5.56%2025-09-302025-11-04
BSCP INVESCO EXCH TRD SLF IDX FD647.1K shares0.77%2025-09-302025-11-04
PRF INVESCO EXCHANGE TRADED FD T275.9K shares1.91%2025-09-302025-11-04
IBM INTERNATIONAL BUSINESS MACHS43.1K shares2.48%2025-09-302025-11-04
DIA SPDR DOW JONES INDL AVERAGE25.3K shares1.65%2025-09-302025-11-04
BND VANGUARD BD INDEX FDS157.6K shares-0.96%2025-09-302025-11-04
ILCG ISHARES TR111.2K shares-0.46%2025-09-302025-11-04
SPDW SPDR INDEX SHS FDS266.2K shares4.53%2025-09-302025-11-04
SPIB SPDR SERIES TRUST334.3K shares5.74%2025-09-302025-11-04
DGRO ISHARES TR164.7K shares-0.29%2025-09-302025-11-04
RDVY FIRST TR EXCHANGE TRADED FD164.1K shares5.07%2025-09-302025-11-04
RODM LATTICE STRATEGIES TR309.1K shares0.45%2025-09-302025-11-04
VUG VANGUARD INDEX FDS22.9K shares0.06%2025-09-302025-11-04
VTV VANGUARD INDEX FDS56.4K shares1.01%2025-09-302025-11-04
FBND FIDELITY MERRIMACK STR TR225.7K shares-1.30%2025-09-302025-11-04
JNJ JOHNSON & JOHNSON56.1K shares1.63%2025-09-302025-11-04
GOOGL ALPHABET INC41.9K shares-0.59%2025-09-302025-11-04
BX BLACKSTONE INC58.8K shares-0.03%2025-09-302025-11-04
PWB INVESCO EXCHANGE TRADED FD T79.7K shares0.56%2025-09-302025-11-04
BIV VANGUARD BD INDEX FDS127.3K shares5.40%2025-09-302025-11-04
JMUB J P MORGAN EXCHANGE TRADED F187.9K shares2.51%2025-09-302025-11-04
XOM EXXON MOBIL CORP84.1K shares3.68%2025-09-302025-11-04
JQUA J P MORGAN EXCHANGE TRADED F149.1K shares3.85%2025-09-302025-11-04
RTX RTX CORPORATION55.0K shares-0.93%2025-09-302025-11-04
TSLA TESLA INC19.7K shares-3.35%2025-09-302025-11-04
KO COCA COLA CO131.7K shares3.57%2025-09-302025-11-04
QQQM INVESCO EXCH TRADED FD TR II34.8K shares2.55%2025-09-302025-11-04
SPAB SPDR SERIES TRUST329.5K shares8.83%2025-09-302025-11-04
META META PLATFORMS INC11.5K shares3.86%2025-09-302025-11-04
VCIT VANGUARD SCOTTSDALE FDS99.3K shares2.85%2025-09-302025-11-04
AVUS AMERICAN CENTY ETF TR75.9K shares2.54%2025-09-302025-11-04
JEPQ J P MORGAN EXCHANGE TRADED F143.5K shares1738.09%2025-09-302025-11-04
SDY SPDR SERIES TRUST58.7K shares2.39%2025-09-302025-11-04
SPHQ INVESCO EXCHANGE TRADED FD T107.9K shares-0.13%2025-09-302025-11-04
COWG PACER FDS TR214.7K shares-4.95%2025-09-302025-11-04
VBR VANGUARD INDEX FDS37.3K shares-2.13%2025-09-302025-11-04
JIVE J P MORGAN EXCHANGE TRADED F101.7K sharesnew addition2025-09-302025-11-04
XMHQ INVESCO EXCHANGE TRADED FD T72.5K shares3.51%2025-09-302025-11-04
TOTL SSGA ACTIVE ETF TR187.3K shares6.52%2025-09-302025-11-04
DON WISDOMTREE TR143.0K shares0.72%2025-09-302025-11-04
SMH VANECK ETF TRUST22.7K shares9.23%2025-09-302025-11-04
EMR EMERSON ELEC CO56.3K shares-0.35%2025-09-302025-11-04
JPM JPMORGAN CHASE & CO.23.1K shares2.18%2025-09-302025-11-04
GOOG ALPHABET INC29.4K shares-2.23%2025-09-302025-11-04
BRK.B BERKSHIRE HATHAWAY INC DEL13.9K shares4.43%2025-09-302025-11-04
AVDE AMERICAN CENTY ETF TR84.7K shares-1.40%2025-09-302025-11-04
LOW LOWES COS INC25.9K shares7.42%2025-09-302025-11-04
AFL AFLAC INC57.7K shares3.69%2025-09-302025-11-04
PH PARKER-HANNIFIN CORP8.3K shares1.02%2025-09-302025-11-04
FLQL FRANKLIN TEMPLETON ETF TR91.7K shares11.39%2025-09-302025-11-04
JIG J P MORGAN EXCHANGE TRADED F83.0K shares2.76%2025-09-302025-11-04
CGXU CAPITAL GROUP INTL FOCUS EQT203.5K shares9.09%2025-09-302025-11-04
PRFZ INVESCO EXCHANGE TRADED FD T130.5K shares-1.09%2025-09-302025-11-04
VIGI VANGUARD WHITEHALL FDS65.5K shares-0.05%2025-09-302025-11-04
GLD SPDR GOLD TR16.4K shares20.79%2025-09-302025-11-04
XLK SELECT SECTOR SPDR TR20.6K shares1.07%2025-09-302025-11-04
IJH ISHARES TR88.0K shares1.00%2025-09-302025-11-04
SPSM SPDR SERIES TRUST121.4K shares-2.73%2025-09-302025-11-04
AVGO BROADCOM INC17.0K shares7.23%2025-09-302025-11-04
ED CONSOLIDATED EDISON INC52.8K shares3.14%2025-09-302025-11-04
IDHQ INVESCO EXCH TRADED FD TR II153.1K shares-0.41%2025-09-302025-11-04
ONEQ FIDELITY COMWLTH TR57.0K shares-1.79%2025-09-302025-11-04
DOV DOVER CORP29.9K shares4.50%2025-09-302025-11-04
FIXD FIRST TR EXCHNG TRADED FD VI112.0K shares-3.52%2025-09-302025-11-04
VB VANGUARD INDEX FDS19.4K shares3.00%2025-09-302025-11-04
LIN LINDE PLC10.3K shares3.18%2025-09-302025-11-04
SPMO INVESCO EXCH TRADED FD TR II39.7K shares208.17%2025-09-302025-11-04
GWW GRAINGER W W INC4.9K shares4.19%2025-09-302025-11-04
T AT&T INC165.3K shares-0.27%2025-09-302025-11-04
NDSN NORDSON CORP20.3K shares2.81%2025-09-302025-11-04
COST COSTCO WHSL CORP NEW5.0K shares0.96%2025-09-302025-11-04
MFSG MFS ACTIVE EXCHANGE TRADED F162.0K sharesnew addition2025-09-302025-11-04
V VISA INC13.1K shares1.81%2025-09-302025-11-04
VOO VANGUARD INDEX FDS7.2K shares6.36%2025-09-302025-11-04
QUAL ISHARES TR22.4K shares-1.38%2025-09-302025-11-04
VO VANGUARD INDEX FDS14.8K shares2.32%2025-09-302025-11-04
SLV ISHARES SILVER TR101.7K shares23.92%2025-09-302025-11-04
FVD FIRST TR EXCHANGE-TRADED FD92.7K shares-0.96%2025-09-302025-11-04
AWR AMER STATES WTR CO57.1K shares5.46%2025-09-302025-11-04
JMTG J P MORGAN EXCHANGE TRADED F80.2K shares0.01%2025-09-302025-11-04
LLY ELI LILLY & CO5.3K shares23.25%2025-09-302025-11-04
SPTI SPDR SERIES TRUST140.2K shares5.41%2025-09-302025-11-04
NFLX NETFLIX INC3.4K shares4.61%2025-09-302025-11-04
CVX CHEVRON CORP NEW25.3K shares6.65%2025-09-302025-11-04
XLF SELECT SECTOR SPDR TR72.3K shares-3.01%2025-09-302025-11-04
LPLA LPL FINL HLDGS INC11.5K shares0.18%2025-09-302025-11-04
FMHI FIRST TR EXCH TRADED FD III80.1K shares-3.66%2025-09-302025-11-04
JPST J P MORGAN EXCHANGE TRADED F73.5K shares15.42%2025-09-302025-11-04
MO ALTRIA GROUP INC55.0K shares0.71%2025-09-302025-11-04
GE GE AEROSPACE11.8K shares10.00%2025-09-302025-11-04
SPYV SPDR SERIES TRUST63.4K shares-0.83%2025-09-302025-11-04
VFLO VICTORY PORTFOLIOS II91.7K shares-0.27%2025-09-302025-11-04
VBK VANGUARD INDEX FDS11.5K shares1.76%2025-09-302025-11-04
VTEB VANGUARD MUN BD FDS67.9K shares1.57%2025-09-302025-11-04
ORCL ORACLE CORP12.1K shares3.46%2025-09-302025-11-04
FTSM FIRST TR EXCHANGE-TRADED FD56.5K shares-5.37%2025-09-302025-11-04
BIDD BLACKROCK ETF TRUST119.5K shares4.64%2025-09-302025-11-04
SPEM SPDR INDEX SHS FDS71.4K shares1.68%2025-09-302025-11-04
BAC BANK AMERICA CORP64.8K shares2.16%2025-09-302025-11-04
PXF INVESCO EXCH TRADED FD TR II52.9K shares1.97%2025-09-302025-11-04
ITM VANECK ETF TRUST68.5K shares0.76%2025-09-302025-11-04
ABBV ABBVIE INC13.5K shares4.87%2025-09-302025-11-04
CSCO CISCO SYS INC45.6K shares5.24%2025-09-302025-11-04
IJR ISHARES TR26.1K shares-1.68%2025-09-302025-11-04
VEA VANGUARD TAX-MANAGED FDS51.8K shares2.60%2025-09-302025-11-04
IXUS ISHARES TR37.4K shares-0.01%2025-09-302025-11-04
MCD MCDONALDS CORP10.1K shares-1.89%2025-09-302025-11-04
COWZ PACER FDS TR51.5K shares-8.70%2025-09-302025-11-04
BA BOEING CO13.2K shares-1.33%2025-09-302025-11-04
IWF ISHARES TR5.9K shares-0.62%2025-09-302025-11-04
PKW INVESCO EXCHANGE TRADED FD T20.9K shares65.05%2025-09-302025-11-04
MA MASTERCARD INCORPORATED4.8K shares-3.94%2025-09-302025-11-04
MUB ISHARES TR25.6K shares0.80%2025-09-302025-11-04
OHI OMEGA HEALTHCARE INVS INC64.0K shares0.34%2025-09-302025-11-04
VWO VANGUARD INTL EQUITY INDEX F49.8K shares8.96%2025-09-302025-11-04
FTCS FIRST TR EXCHANGE-TRADED FD28.8K shares-1.35%2025-09-302025-11-04
TSM TAIWAN SEMICONDUCTOR MFG LTD9.3K shares8.31%2025-09-302025-11-04
AIRR FIRST TR EXCHANGE TRADED FD26.8K shares39.06%2025-09-302025-11-04
DSI ISHARES TR20.4K shares-0.36%2025-09-302025-11-04
PFE PFIZER INC99.4K shares2.89%2025-09-302025-11-04
AEE AMEREN CORP24.2K shares-0.25%2025-09-302025-11-04
HD HOME DEPOT INC6.2K shares-2.57%2025-09-302025-11-04
XLI SELECT SECTOR SPDR TR16.1K shares-1.88%2025-09-302025-11-04
PM PHILIP MORRIS INTL INC15.2K shares0.06%2025-09-302025-11-04
IVW ISHARES TR20.3K shares0.01%2025-09-302025-11-04
MOAT VANECK ETF TRUST24.4K shares0.01%2025-09-302025-11-04
GD GENERAL DYNAMICS CORP7.0K shares5.09%2025-09-302025-11-04
SCHG SCHWAB STRATEGIC TR73.8K shares2.67%2025-09-302025-11-04
DIS DISNEY WALT CO20.4K shares0.22%2025-09-302025-11-04
USB US BANCORP DEL48.2K shares1.64%2025-09-302025-11-04
VHT VANGUARD WORLD FD8.8K shares10.91%2025-09-302025-11-04
VGT VANGUARD WORLD FD3.0K shares-7.26%2025-09-302025-11-04
GRID FIRST TR EXCHANGE TRADED FD14.8K shares19.44%2025-09-302025-11-04
EVTR MORGAN STANLEY ETF TRUST43.4K shares53.58%2025-09-302025-11-04
ABT ABBOTT LABS16.7K shares2.30%2025-09-302025-11-04
IWM ISHARES TR9.2K shares-0.15%2025-09-302025-11-04
EFX EQUIFAX INC8.6K shares0.00%2025-09-302025-11-04
AMD ADVANCED MICRO DEVICES INC13.6K shares15.46%2025-09-302025-11-04
TFI SPDR SERIES TRUST48.2K shares0.00%2025-09-302025-11-04
SUSA ISHARES TR16.1K shares-0.24%2025-09-302025-11-04
XAR SPDR SERIES TRUST9.3K shares123.16%2025-09-302025-11-04
FSCO FS CREDIT OPPORTUNITIES CORP307.7K shares2.25%2025-09-302025-11-04
PLTR PALANTIR TECHNOLOGIES INC11.7K shares4.90%2025-09-302025-11-04
CGCP CAPITAL GRP FIXED INCM ETF T93.5K shares-1.31%2025-09-302025-11-04
ESGV VANGUARD WORLD FD17.9K shares-0.13%2025-09-302025-11-04
CAT CATERPILLAR INC4.4K shares7.21%2025-09-302025-11-04
JGRO J P MORGAN EXCHANGE TRADED F22.2K shares33.39%2025-09-302025-11-04
IWR ISHARES TR21.2K shares0.54%2025-09-302025-11-04
MUNI PIMCO ETF TR39.1K shares-3.32%2025-09-302025-11-04
SHOP SHOPIFY INC13.7K shares-0.97%2025-09-302025-11-04
NBXG NEUBERGER BERMAN NEXT GENERA129.8K shares1.11%2025-09-302025-11-04
LMT LOCKHEED MARTIN CORP4.0K shares-5.72%2025-09-302025-11-04
TSN TYSON FOODS INC36.4K shares1.23%2025-09-302025-11-04
IYW ISHARES TR9.9K shares10.35%2025-09-302025-11-04
FIW FIRST TR EXCHANGE-TRADED FD17.1K shares7.87%2025-09-302025-11-04
PEP PEPSICO INC13.7K shares7.87%2025-09-302025-11-04
XLE SELECT SECTOR SPDR TR21.5K shares-0.68%2025-09-302025-11-04
KNG FIRST TR EXCHANGE-TRADED FD39.0K shares0.27%2025-09-302025-11-04
MRK MERCK & CO INC22.7K shares0.59%2025-09-302025-11-04
GEV GE VERNOVA INC3.0K shares16.38%2025-09-302025-11-04
HEFA ISHARES TR46.8K shares-3.05%2025-09-302025-11-04
DUK DUKE ENERGY CORP NEW14.9K shares2.67%2025-09-302025-11-04
VOE VANGUARD INDEX FDS10.6K shares3.70%2025-09-302025-11-04
VZ VERIZON COMMUNICATIONS INC40.9K shares6.34%2025-09-302025-11-04
BUFR FIRST TR EXCHNG TRADED FD VI53.1K shares1.79%2025-09-302025-11-04
VNQ VANGUARD INDEX FDS18.9K shares-2.86%2025-09-302025-11-04
CMI CUMMINS INC4.1K shares9.10%2025-09-302025-11-04
ITA ISHARES TR8.2K shares2.51%2025-09-302025-11-04
NEE NEXTERA ENERGY INC22.7K shares-1.07%2025-09-302025-11-04
NLR VANECK ETF TRUST12.4K shares255.54%2025-09-302025-11-04
IBHF ISHARES TR71.9K shares19.73%2025-09-302025-11-04
CEF SPROTT ASSET MANAGEMENT LP45.6K shares-0.65%2025-09-302025-11-04
SDVY FIRST TR EXCHANGE-TRADED FD43.6K shares3.02%2025-09-302025-11-04
CGGR CAPITAL GROUP GROWTH ETF36.5K shares6.96%2025-09-302025-11-04
ENB ENBRIDGE INC31.6K shares2.95%2025-09-302025-11-04
FLRT PACER FDS TR33.4K shares6.73%2025-09-302025-11-04
BSMR INVESCO EXCH TRD SLF IDX FD65.5K shares12.42%2025-09-302025-11-04
DELL DELL TECHNOLOGIES INC10.9K shares7.63%2025-09-302025-11-04
IEFA ISHARES TR17.6K shares6.44%2025-09-302025-11-04
DE DEERE & CO3.4K shares-2.04%2025-09-302025-11-04
WPC WP CAREY INC22.7K shares4.17%2025-09-302025-11-04
SPTL SPDR SERIES TRUST56.6K shares-2.77%2025-09-302025-11-04
ORLY OREILLY AUTOMOTIVE INC14.1K shares23.30%2025-09-302025-11-04
EMLP FIRST TR EXCHANGE-TRADED FD39.5K shares-1.94%2025-09-302025-11-04
PAVE GLOBAL X FDS31.3K shares10.27%2025-09-302025-11-04
HMOP HARTFORD FDS EXCHANGE TRADED38.0K shares3.92%2025-09-302025-11-04
ANGL VANECK ETF TRUST49.7K shares8.20%2025-09-302025-11-04
VIOO VANGUARD ADMIRAL FDS INC13.2K shares1.94%2025-09-302025-11-04
HIPS GRANITESHARES ETF TR123.7K shares-0.25%2025-09-302025-11-04
BMY BRISTOL-MYERS SQUIBB CO32.2K shares6.10%2025-09-302025-11-04
MMM 3M CO9.4K shares5.85%2025-09-302025-11-04
WFC WELLS FARGO CO NEW17.2K shares17.42%2025-09-302025-11-04
SCHV SCHWAB STRATEGIC TR49.2K shares3.12%2025-09-302025-11-04
IWN ISHARES TR8.1K shares0.76%2025-09-302025-11-04
AVUV AMERICAN CENTY ETF TR14.2K shares5.64%2025-09-302025-11-04
COP CONOCOPHILLIPS14.9K shares0.16%2025-09-302025-11-04
BNS BANK NOVA SCOTIA HALIFAX21.6K shares4.92%2025-09-302025-11-04
AVDV AMERICAN CENTY ETF TR15.7K sharesnew addition2025-09-302025-11-04
FDN FIRST TR EXCHANGE-TRADED FD4.9K shares0.45%2025-09-302025-11-04
OKE ONEOK INC NEW18.9K shares-2.58%2025-09-302025-11-04
BXSL BLACKSTONE SECD LENDING FD52.7K shares1.86%2025-09-302025-11-04
JPSE J P MORGAN EXCHANGE TRADED F27.4K shares-4.82%2025-09-302025-11-04
MDT MEDTRONIC PLC14.3K shares3.66%2025-09-302025-11-04
BSV VANGUARD BD INDEX FDS17.3K shares9.86%2025-09-302025-11-04
UPS UNITED PARCEL SERVICE INC16.2K shares9.52%2025-09-302025-11-04
TDIV FIRST TR EXCHANGE TRADED FD13.4K shares0.93%2025-09-302025-11-04
IWO ISHARES TR4.1K shares5.13%2025-09-302025-11-04
AXP AMERICAN EXPRESS CO3.9K shares9.00%2025-09-302025-11-04
QUS SPDR SERIES TRUST7.7K shares-0.66%2025-09-302025-11-04
UNP UNION PAC CORP5.4K shares-2.22%2025-09-302025-11-04
QCOM QUALCOMM INC7.7K shares0.59%2025-09-302025-11-04
GIS GENERAL MLS INC25.3K shares3.89%2025-09-302025-11-04
VOOG VANGUARD ADMIRAL FDS INC2.9K shares16.27%2025-09-302025-11-04
FMDE FIDELITY COVINGTON TRUST34.7K shares-14.87%2025-09-302025-11-04
INTC INTEL CORP37.2K shares-2.90%2025-09-302025-11-04
YOU CLEAR SECURE INC36.9K shares-3.97%2025-09-302025-11-04
IHI ISHARES TR20.5K shares15.75%2025-09-302025-11-04
CIBR FIRST TR EXCHANGE TRADED FD16.1K shares1.36%2025-09-302025-11-04
PCEF INVESCO EXCH TRADED FD TR II61.2K shares-3.90%2025-09-302025-11-04
VYM VANGUARD WHITEHALL FDS8.5K shares1.96%2025-09-302025-11-04
CRWD CROWDSTRIKE HLDGS INC2.4K shares13.84%2025-09-302025-11-04
EAGG ISHARES TR24.7K shares0.12%2025-09-302025-11-04
BSMQ INVESCO EXCH TRD SLF IDX FD50.2K shares-10.69%2025-09-302025-11-04
CB CHUBB LIMITED4.2K shares0.34%2025-09-302025-11-04
RPG INVESCO EXCHANGE TRADED FD T24.7K shares-0.41%2025-09-302025-11-04
RSP INVESCO EXCHANGE TRADED FD T6.2K shares3.95%2025-09-302025-11-04
TGT TARGET CORP13.1K shares7.52%2025-09-302025-11-04
AUR AURORA INNOVATION INC217.4K shares-1.44%2025-09-302025-11-04
FTLS FIRST TR EXCH TRADED FD III16.7K shares16.51%2025-09-302025-11-04
QEFA SPDR INDEX SHS FDS13.1K shares-2.65%2025-09-302025-11-04
LNG CHENIERE ENERGY INC4.9K shares-3.30%2025-09-302025-11-04
SPLV INVESCO EXCH TRADED FD TR II15.6K shares-1.05%2025-09-302025-11-04
GS GOLDMAN SACHS GROUP INC1.4K shares-1.78%2025-09-302025-11-04
NOC NORTHROP GRUMMAN CORP1.9K shares-1.00%2025-09-302025-11-04
ARKK ARK ETF TR13.2K shares-0.85%2025-09-302025-11-04
VFH VANGUARD WORLD FD8.7K shares6.01%2025-09-302025-11-04
IEMG ISHARES INC17.2K shares-1.64%2025-09-302025-11-04
APH AMPHENOL CORP NEW9.1K shares-5.10%2025-09-302025-11-04
DGS WISDOMTREE TR19.8K shares-0.67%2025-09-302025-11-04
TUSI TOUCHSTONE ETF TRUST44.3K sharesnew addition2025-09-302025-11-04
IWD ISHARES TR5.5K shares-1.05%2025-09-302025-11-04
XLV SELECT SECTOR SPDR TR8.0K shares-5.97%2025-09-302025-11-04
CGDV CAPITAL GROUP DIVIDEND VALUE26.4K shares18.74%2025-09-302025-11-04
VOT VANGUARD INDEX FDS3.7K shares3.38%2025-09-302025-11-04
FTQI FIRST TR EXCHANGE TRADED FD52.6K shares21.82%2025-09-302025-11-04
SCHM SCHWAB STRATEGIC TR36.4K shares4.09%2025-09-302025-11-04
LNC LINCOLN NATL CORP IND26.7K shares-3.24%2025-09-302025-11-04
BIL SPDR SERIES TRUST11.6K shares0.70%2025-09-302025-11-04
INDA ISHARES TR20.4K shares2.45%2025-09-302025-11-04
TSLX SIXTH STREET SPECIALTY LENDI46.1K shares-1.16%2025-09-302025-11-04
CRM SALESFORCE INC4.4K shares-0.63%2025-09-302025-11-04
GDX VANECK ETF TRUST13.8K shares-1.91%2025-09-302025-11-04
CVS CVS HEALTH CORP13.9K shares-0.04%2025-09-302025-11-04
BSMP INVESCO EXCH TRD SLF IDX FD42.7K shares-3.38%2025-09-302025-11-04
C CITIGROUP INC10.3K shares-3.65%2025-09-302025-11-04
IWS ISHARES TR7.5K shares0.55%2025-09-302025-11-04
TCAF T ROWE PRICE ETF INC27.2K shares-3.95%2025-09-302025-11-04
BKH BLACK HILLS CORP16.6K shares3.93%2025-09-302025-11-04
VDE VANGUARD WORLD FD8.1K shares8.18%2025-09-302025-11-04
RAAX VANECK ETF TRUST29.3K shares8.39%2025-09-302025-11-04
CGMU CAPITAL GRP FIXED INCM ETF T36.6K shares120.42%2025-09-302025-11-04
PSX PHILLIPS 667.3K shares4.88%2025-09-302025-11-04
JHMM JOHN HANCOCK EXCHANGE TRADED15.4K shares-0.31%2025-09-302025-11-04
DIVI FRANKLIN TEMPLETON ETF TR26.4K shares1.06%2025-09-302025-11-04
KMI KINDER MORGAN INC DEL34.7K shares4.34%2025-09-302025-11-04
VTWO VANGUARD SCOTTSDALE FDS10.0K shares4.67%2025-09-302025-11-04
WM WASTE MGMT INC DEL4.4K shares3.54%2025-09-302025-11-04
PTY PIMCO CORPORATE & INCOME OPP66.6K shares1.04%2025-09-302025-11-04
PNR PENTAIR PLC8.5K shares-0.16%2025-09-302025-11-04
CSWC CAPITAL SOUTHWEST CORP43.1K shares0.18%2025-09-302025-11-04
NML NEUBERGER BERMAN ENERGY INFR107.8K shares3.97%2025-09-302025-11-04
CBRE CBRE GROUP INC5.9K shares-0.55%2025-09-302025-11-04
MU MICRON TECHNOLOGY INC5.6K shares10.02%2025-09-302025-11-04
FTHI FIRST TR EXCHANGE TRADED FD39.3K shares13.93%2025-09-302025-11-04
GME GAMESTOP CORP NEW34.1K shares-3.31%2025-09-302025-11-04
MDIV FIRST TR EXCHANGE TRADED FD57.9K shares0.08%2025-09-302025-11-04
KHPI MANAGED PORTFOLIO SERIES36.2K sharesnew addition2025-09-302025-11-04
PSC PRINCIPAL EXCHANGE TRADED FD16.2K shares200.80%2025-09-302025-11-04
TJX TJX COS INC NEW6.3K shares3.05%2025-09-302025-11-04
MUST COLUMBIA ETF TR I44.3K shares2.89%2025-09-302025-11-04
CLS CELESTICA INC3.6K shares-6.04%2025-09-302025-11-04
NURE NUSHARES ETF TR30.6K shares-2.53%2025-09-302025-11-04
VGIT VANGUARD SCOTTSDALE FDS14.5K shares19.60%2025-09-302025-11-04
FDL FIRST TR EXCHANGE-TRADED FD20.0K shares1.07%2025-09-302025-11-04
SCHD SCHWAB STRATEGIC TR31.7K shares1.39%2025-09-302025-11-04
F FORD MTR CO72.2K shares-4.97%2025-09-302025-11-04
DVN DEVON ENERGY CORP NEW24.6K shares0.49%2025-09-302025-11-04
IWP ISHARES TR5.9K shares-0.30%2025-09-302025-11-04
MS MORGAN STANLEY5.2K shares16.61%2025-09-302025-11-04
MDY SPDR S&P MIDCAP 400 ETF TR1.4K shares-2.11%2025-09-302025-11-04
GILD GILEAD SCIENCES INC7.5K shares1.53%2025-09-302025-11-04
CBSH COMMERCE BANCSHARES INC13.8K shares-6.77%2025-09-302025-11-04
ETN EATON CORP PLC2.2K shares0.92%2025-09-302025-11-04
DVY ISHARES TR5.8K shares-4.77%2025-09-302025-11-04
ET ENERGY TRANSFER L P47.4K shares-0.06%2025-09-302025-11-04
XLRE SELECT SECTOR SPDR TR19.2K shares-14.43%2025-09-302025-11-04
AMAT APPLIED MATLS INC3.9K shares3.27%2025-09-302025-11-04
CHWY CHEWY INC19.8K shares-5.78%2025-09-302025-11-04
NSC NORFOLK SOUTHN CORP2.7K shares10.61%2025-09-302025-11-04
EPD ENTERPRISE PRODS PARTNERS L25.5K shares-1.07%2025-09-302025-11-04
SPHD INVESCO EXCH TRADED FD TR II16.0K shares2.36%2025-09-302025-11-04
EFSC ENTERPRISE FINL SVCS CORP13.5K shares0.06%2025-09-302025-11-04
UITB VICTORY PORTFOLIOS II16.5K shares2.99%2025-09-302025-11-04
KF KOREA FD INC25.5K shares155.11%2025-09-302025-11-04
TMDX TRANSMEDICS GROUP INC6.9K shares-3.87%2025-09-302025-11-04
CEG CONSTELLATION ENERGY CORP2.4K shares-1.01%2025-09-302025-11-04
TS TENARIS S A21.6K shares-6.58%2025-09-302025-11-04
CGCB CAPITAL GRP FIXED INCM ETF T29.0K shares23.22%2025-09-302025-11-04
XBI SPDR SERIES TRUST7.6K shares9.17%2025-09-302025-11-04
APD AIR PRODS & CHEMS INC2.8K shares-4.12%2025-09-302025-11-04
VLO VALERO ENERGY CORP4.4K shares11.13%2025-09-302025-11-04
BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-09-302025-11-04
ATO ATMOS ENERGY CORP4.4K shares5.22%2025-09-302025-11-04
HDV ISHARES TR6.1K shares-0.15%2025-09-302025-11-04
SMCI SUPER MICRO COMPUTER INC15.5K shares-0.87%2025-09-302025-11-04
SBRA SABRA HEALTH CARE REIT INC39.8K shares256.59%2025-09-302025-11-04
KHC KRAFT HEINZ CO28.5K shares15.73%2025-09-302025-11-04
BP BP PLC21.2K shares-0.16%2025-09-302025-11-04
ADP AUTOMATIC DATA PROCESSING IN2.5K shares-20.25%2025-09-302025-11-04
HOOD ROBINHOOD MKTS INC5.0K shares33.62%2025-09-302025-11-04
PWV INVESCO EXCHANGE TRADED FD T11.0K shares1.76%2025-09-302025-11-04
UNH UNITEDHEALTH GROUP INC2.1K shares0.00%2025-09-302025-11-04
FPX FIRST TR EXCHANGE-TRADED FD4.2K shares0.09%2025-09-302025-11-04
DGRW WISDOMTREE TR7.8K shares7.79%2025-09-302025-11-04
ARM ARM HOLDINGS PLC4.9K shares11.45%2025-09-302025-11-04
SYY SYSCO CORP8.3K shares0.28%2025-09-302025-11-04
ANET ARISTA NETWORKS INC4.7K shares26.74%2025-09-302025-11-04
JIRE J P MORGAN EXCHANGE TRADED F9.2K sharesnew addition2025-09-302025-11-04
OKLO OKLO INC6.0K shares9.46%2025-09-302025-11-04
LYV LIVE NATION ENTERTAINMENT IN4.1K shares-3.31%2025-09-302025-11-04
EFAV ISHARES TR7.8K shares-0.50%2025-09-302025-11-04
ARCC ARES CAPITAL CORP32.0K shares2.47%2025-09-302025-11-04
MRVL MARVELL TECHNOLOGY INC7.7K shares29.36%2025-09-302025-11-04
SR SPIRE INC8.0K shares-0.31%2025-09-302025-11-04
GPIX GOLDMAN SACHS ETF TR12.4K shares118.64%2025-09-302025-11-04
QTEC FIRST TR EXCHANGE-TRADED FD2.8K shares0.11%2025-09-302025-11-04
EVT EATON VANCE TAX ADVT DIV INC26.3K shares16.84%2025-09-302025-11-04
VONG VANGUARD SCOTTSDALE FDS5.3K shares0.02%2025-09-302025-11-04
NIE VIRTUS EQUITY & CONV INCM FD25.5K shares3.69%2025-09-302025-11-04
COF CAPITAL ONE FINL CORP3.0K shares78.77%2025-09-302025-11-04
CRWV COREWEAVE INC4.7K shares-20.86%2025-09-302025-11-04
ASML ASML HOLDING N V656 shares0.15%2025-09-302025-11-04
URI UNITED RENTALS INC665 shares-8.65%2025-09-302025-11-04
TXN TEXAS INSTRS INC3.4K shares-5.42%2025-09-302025-11-04
AGG ISHARES TR6.3K shares-1.07%2025-09-302025-11-04
GDXJ VANECK ETF TRUST6.3K shares0.00%2025-09-302025-11-04
SHW SHERWIN WILLIAMS CO1.8K shares-2.27%2025-09-302025-11-04
FPE FIRST TR EXCH TRADED FD III33.7K shares-1.41%2025-09-302025-11-04
VRT VERTIV HOLDINGS CO4.0K shares5.16%2025-09-302025-11-04
EFA ISHARES TR6.5K shares0.02%2025-09-302025-11-04
AEP AMERICAN ELEC PWR CO INC5.4K shares6.29%2025-09-302025-11-04
IBIT ISHARES BITCOIN TRUST ETF9.3K shares56.50%2025-09-302025-11-04
CSL CARLISLE COS INC1.8K shares1.44%2025-09-302025-11-04
KKR KKR & CO INC4.6K shares5.74%2025-09-302025-11-04
EPS WISDOMTREE TR8.7K shares2.07%2025-09-302025-11-04
GRPM INVESCO EXCHANGE TRADED FD T5.0K shares-33.46%2025-09-302025-11-04
AMGN AMGEN INC2.1K shares-1.26%2025-09-302025-11-04
HON HONEYWELL INTL INC2.8K shares-1.37%2025-09-302025-11-04
XSMO INVESCO EXCHANGE TRADED FD T8.0K sharesnew addition2025-09-302025-11-04
RCL ROYAL CARIBBEAN GROUP1.8K shares-2.69%2025-09-302025-11-04
PYPL PAYPAL HLDGS INC8.7K shares-16.59%2025-09-302025-11-04
DFIV DIMENSIONAL ETF TRUST12.5K shares139.33%2025-09-302025-11-04
BABA ALIBABA GROUP HLDG LTD3.2K shares11.38%2025-09-302025-11-04
RECS COLUMBIA ETF TR I14.2K shares-3.13%2025-09-302025-11-04
SPYI NEOS ETF TRUST10.9K shares2.87%2025-09-302025-11-04
NXTG FIRST TR EXCHANGE-TRADED FD5.5K shares-5.29%2025-09-302025-11-04
ADI ANALOG DEVICES INC2.3K shares-5.50%2025-09-302025-11-04
EFV ISHARES TR8.4K shares-0.91%2025-09-302025-11-04
FDX FEDEX CORP2.4K shares14.50%2025-09-302025-11-04
SCHW SCHWAB CHARLES CORP5.9K shares-8.20%2025-09-302025-11-04
FDUS FIDUS INVT CORP27.8K shares2.28%2025-09-302025-11-04
IJS ISHARES TR5.1K shares-9.32%2025-09-302025-11-04
FLQM FRANKLIN TEMPLETON ETF TR9.9K shares-9.55%2025-09-302025-11-04
FLR FLUOR CORP NEW13.2K shares6.92%2025-09-302025-11-04
VSGX VANGUARD WORLD FD8.0K shares-0.45%2025-09-302025-11-04
TBIL RBB FD INC11.1K shares13.02%2025-09-302025-11-04
IWB ISHARES TR1.5K shares3.08%2025-09-302025-11-04
EMXC ISHARES INC8.0K shares-8.82%2025-09-302025-11-04
SLB SCHLUMBERGER LTD15.6K shares-12.93%2025-09-302025-11-04
PDI PIMCO DYNAMIC INCOME FD27.0K shares4.41%2025-09-302025-11-04
FNY FIRST TR EXCHANGE-TRADED ALP5.8K shares2.24%2025-09-302025-11-04
TREE LENDINGTREE INC NEW8.2K shares-9.12%2025-09-302025-11-04
UBER UBER TECHNOLOGIES INC5.4K shares3.85%2025-09-302025-11-04
MPC MARATHON PETE CORP2.7K shares0.04%2025-09-302025-11-04
PAYX PAYCHEX INC4.1K shares13.87%2025-09-302025-11-04
CL COLGATE PALMOLIVE CO6.5K shares-28.22%2025-09-302025-11-04
ARKW ARK ETF TR3.0K shares23.60%2025-09-302025-11-04
TRIN TRINITY CAP INC33.3K shares2.74%2025-09-302025-11-04
TRFK PACER FDS TR7.7K sharesnew addition2025-09-302025-11-04
PAA PLAINS ALL AMERN PIPELINE L30.0K shares0.00%2025-09-302025-11-04
MGK VANGUARD WORLD FD1.3K shares4.52%2025-09-302025-11-04
STUB STUBHUB HLDGS INC30.4K sharesnew addition2025-09-302025-11-04
ABM ABM INDS INC11.0K shares2.29%2025-09-302025-11-04
PFLT PENNANTPARK FLOATING RATE CA56.8K shares-12.29%2025-09-302025-11-04
AOS SMITH A O CORP6.8K shares3.18%2025-09-302025-11-04
ACN ACCENTURE PLC IRELAND2.0K shares-11.13%2025-09-302025-11-04
CWI SPDR INDEX SHS FDS14.3K shares6.41%2025-09-302025-11-04
EUSA ISHARES INC4.8K shares0.04%2025-09-302025-11-04
IETC ISHARES U S ETF TR4.9K sharesnew addition2025-09-302025-11-04
IDMO INVESCO EXCH TRADED FD TR II9.1K sharesnew addition2025-09-302025-11-04
SO SOUTHERN CO5.2K shares2.14%2025-09-302025-11-04
SKYY FIRST TR EXCHANGE TRADED FD3.6K shares-1.55%2025-09-302025-11-04
RLY SSGA ACTIVE ETF TR15.6K shares1.18%2025-09-302025-11-04
USMC PRINCIPAL EXCHANGE TRADED FD7.1K shares-17.67%2025-09-302025-11-04
PANW PALO ALTO NETWORKS INC2.4K shares-3.50%2025-09-302025-11-04
XCEM COLUMBIA ETF TR II12.9K sharesnew addition2025-09-302025-11-04
EME EMCOR GROUP INC724 shares33.33%2025-09-302025-11-04
VOX VANGUARD WORLD FD2.5K shares-19.72%2025-09-302025-11-04
ADBE ADOBE INC1.3K shares-2.20%2025-09-302025-11-04
OBDC BLUE OWL CAPITAL CORPORATION36.8K shares-0.90%2025-09-302025-11-04
DLN WISDOMTREE TR5.4K shares0.00%2025-09-302025-11-04
EVG EATON VANCE SHORT DURATION D41.1K shares-17.58%2025-09-302025-11-04
GM GENERAL MTRS CO7.6K shares-5.75%2025-09-302025-11-04
D DOMINION ENERGY INC7.6K shares-2.21%2025-09-302025-11-04
FLEU FRANKLIN TEMPLETON ETF TR14.4K sharesnew addition2025-09-302025-11-04
AOA ISHARES TR5.2K shares2.48%2025-09-302025-11-04
FANG DIAMONDBACK ENERGY INC3.1K shares0.22%2025-09-302025-11-04
SRE SEMPRA5.0K shares0.02%2025-09-302025-11-04
LECO LINCOLN ELEC HLDGS INC1.9K shares0.00%2025-09-302025-11-04
NVS NOVARTIS AG3.5K shares-5.81%2025-09-302025-11-04
GSK GSK PLC10.3K shares0.12%2025-09-302025-11-04
SJM SMUCKER J M CO4.1K shares34.67%2025-09-302025-11-04
MDLZ MONDELEZ INTL INC7.0K shares-3.49%2025-09-302025-11-04
RIO RIO TINTO PLC6.6K shares2.70%2025-09-302025-11-04
CI THE CIGNA GROUP1.5K shares-1.24%2025-09-302025-11-04
DYNF BLACKROCK ETF TRUST7.3K shares0.00%2025-09-302025-11-04
ULTA ULTA BEAUTY INC793 shares10.45%2025-09-302025-11-04
XMVM INVESCO EXCHANGE TRADED FD T7.0K shares2.68%2025-09-302025-11-04
JMEE J P MORGAN EXCHANGE TRADED F6.8K shares14.01%2025-09-302025-11-04
GLW CORNING INC5.2K shares5.76%2025-09-302025-11-04
SPGP INVESCO EXCHANGE TRADED FD T3.8K shares9.81%2025-09-302025-11-04
BEN FRANKLIN RESOURCES INC18.6K shares-1.59%2025-09-302025-11-04
NOBL PROSHARES TR4.2K shares-4.23%2025-09-302025-11-04
XYL XYLEM INC2.9K shares0.00%2025-09-302025-11-04
VAW VANGUARD WORLD FD2.1K shares5.56%2025-09-302025-11-04
CSX CSX CORP12.0K shares0.76%2025-09-302025-11-04
BSCS INVESCO EXCH TRD SLF IDX FD20.7K sharesnew addition2025-09-302025-11-04
PFG PRINCIPAL FINANCIAL GROUP IN5.1K shares9.98%2025-09-302025-11-04
IRM IRON MTN INC DEL4.1K shares0.02%2025-09-302025-11-04
SHLD GLOBAL X FDS6.0K sharesnew addition2025-09-302025-11-04
OXY OCCIDENTAL PETE CORP8.8K shares11.32%2025-09-302025-11-04
VDC VANGUARD WORLD FD1.9K shares8.95%2025-09-302025-11-04
PRU PRUDENTIAL FINL INC4.0K shares1.59%2025-09-302025-11-04
PDX PIMCO DYNAMIC INCOME STRATEG16.4K shares0.96%2025-09-302025-11-04
XMMO INVESCO EXCHANGE TRADED FD T3.0K sharesnew addition2025-09-302025-11-04
GBTC GRAYSCALE BITCOIN TRUST ETF4.5K shares-0.94%2025-09-302025-11-04
ESGU ISHARES TR2.8K shares0.00%2025-09-302025-11-04
PFFD GLOBAL X FDS20.7K shares-3.72%2025-09-302025-11-04
HTGC HERCULES CAPITAL INC21.2K shares3.60%2025-09-302025-11-04
SPGM SPDR INDEX SHS FDS5.3K shares-1.04%2025-09-302025-11-04
JOE ST JOE CO8.0K shares-20.00%2025-09-302025-11-04
EQIX EQUINIX INC504 shares-0.20%2025-09-302025-11-04
SBUX STARBUCKS CORP4.7K shares1.66%2025-09-302025-11-04
FDVV FIDELITY COVINGTON TRUST7.0K shares26.94%2025-09-302025-11-04
VTWG VANGUARD SCOTTSDALE FDS1.7K shares3.48%2025-09-302025-11-04
PNC PNC FINL SVCS GROUP INC1.9K shares25.90%2025-09-302025-11-04
COIN COINBASE GLOBAL INC1.1K shares22.68%2025-09-302025-11-04
KLAC KLA CORP354 shares-1.39%2025-09-302025-11-04
IJJ ISHARES TR2.9K shares-13.87%2025-09-302025-11-04
VTWV VANGUARD SCOTTSDALE FDS2.4K shares-3.73%2025-09-302025-11-04
EZM WISDOMTREE TR5.7K shares0.28%2025-09-302025-11-04
CGUS CAPITAL GROUP CORE EQUITY ET9.5K shares0.88%2025-09-302025-11-04
INCE FRANKLIN TEMPLETON ETF TR6.3K shares4.05%2025-09-302025-11-04
EFG ISHARES TR3.3K shares-2.55%2025-09-302025-11-04
FXR FIRST TR EXCHANGE TRADED FD4.8K shares-4.86%2025-09-302025-11-04
SPGI S&P GLOBAL INC760 shares-1.43%2025-09-302025-11-04
FMB FIRST TR EXCH TRADED FD III7.3K shares-0.78%2025-09-302025-11-04
FCX FREEPORT-MCMORAN INC9.3K shares-5.72%2025-09-302025-11-04
NUE NUCOR CORP2.7K shares0.26%2025-09-302025-11-04
ISRG INTUITIVE SURGICAL INC811 shares3.18%2025-09-302025-11-04
STZ CONSTELLATION BRANDS INC2.7K sharesnew addition2025-09-302025-11-04
NNE NANO NUCLEAR ENERGY INC9.2K shares-7.57%2025-09-302025-11-04
DG DOLLAR GEN CORP NEW3.4K shares-33.91%2025-09-302025-11-04
TRV TRAVELERS COMPANIES INC1.3K shares-0.08%2025-09-302025-11-04
CGMS CAPITAL GRP FIXED INCM ETF T12.5K shares10.74%2025-09-302025-11-04
MAR MARRIOTT INTL INC NEW1.3K shares0.15%2025-09-302025-11-04
ATMU ATMUS FILTRATION TECHNOLOGIE7.7K shares-8.60%2025-09-302025-11-04
WRB BERKLEY W R CORP4.5K shares0.00%2025-09-302025-11-04
QQEW FIRST TR EXCHANGE-TRADED FD2.4K shares10.90%2025-09-302025-11-04
Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available