The Analysis of CreativeOne Wealth, LLC's Holdings
Currently, CreativeOne Wealth, LLC holds 1145 types of securities in its portfolio with a total value $4.1B. In the most recent quarter, they have increased their positions in MTBA (+581.7K shares, valued at $29.3M), OEF (+51.1K shares, valued at $17.0M), DYNF (+207.0K shares, valued at $12.3M); decreased their positions in MBB (-282.9K shares, valued at $26.9M), IYW (-96.5K shares, valued at $18.9M), EFG (-136.7K shares, valued at $15.6M); initiated new positions in SHLD (+163.8K shares, valued at $11.5M), AVDV (+32.7K shares, valued at $2.9M), XRPR (+53.6K shares, valued at $1.3M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BRIF NEOS ETF TRUST3.2M shares-1.18%2025-09-302025-11-13
VEA VANGUARD TAX-MANAGED FDS1.5M shares-0.69%2025-09-302025-11-13 VUG VANGUARD INDEX FDS189.9K shares-0.50%2025-09-302025-11-13 AAPL APPLE INC346.9K shares-1.50%2025-09-302025-11-13 VTV VANGUARD INDEX FDS470.2K shares1.73%2025-09-302025-11-13 NVDA NVIDIA CORPORATION462.2K shares3.67%2025-09-302025-11-13 AMZN AMAZON COM INC332.7K shares1.52%2025-09-302025-11-13 MSFT MICROSOFT CORP134.9K shares2.79%2025-09-302025-11-13 VEGA ADVISORSHARES TR1.4M shares3.85%2025-09-302025-11-13 QQQ INVESCO QQQ TR110.1K shares15.93%2025-09-302025-11-13 BOND PIMCO ETF TR705.3K shares-6.16%2025-09-302025-11-13 DYNF BLACKROCK ETF TRUST1.0M shares25.71%2025-09-302025-11-13 IVW ISHARES TR463.2K shares-1.21%2025-09-302025-11-13 SPY SPDR S&P 500 ETF TR82.9K shares5.77%2025-09-302025-11-13 QUAL ISHARES TR267.8K shares-7.14%2025-09-302025-11-13 BNDX VANGUARD CHARLOTTE FDS1.0M shares3.25%2025-09-302025-11-13 IUSB ISHARES TR972.0K shares1.70%2025-09-302025-11-13 IVE ISHARES TR211.4K shares4.37%2025-09-302025-11-13 IVV ISHARES TR64.6K shares1.76%2025-09-302025-11-13 SECT NORTHERN LTS FD TR IV661.6K shares16.06%2025-09-302025-11-13 ESUM STRATEGY SHS1.4M shares0.31%2025-09-302025-11-13 AVGO BROADCOM INC112.5K shares-3.15%2025-09-302025-11-13 OEF ISHARES TR110.2K shares86.52%2025-09-302025-11-13 VOO VANGUARD INDEX FDS59.6K shares7.86%2025-09-302025-11-13 AVEM AMERICAN CENTY ETF TR464.4K shares25.90%2025-09-302025-11-13 EFV ISHARES TR511.0K shares-11.71%2025-09-302025-11-13 GOOGL ALPHABET INC134.1K shares-6.13%2025-09-302025-11-13 BSV VANGUARD BD INDEX FDS401.2K shares2.42%2025-09-302025-11-13 MTBA SIMPLIFY EXCHANGE TRADED FUN613.3K shares1841.03%2025-09-302025-11-13 META META PLATFORMS INC41.9K shares11.35%2025-09-302025-11-13 BUFR FIRST TR EXCHNG TRADED FD VI856.1K shares22.44%2025-09-302025-11-13 VWO VANGUARD INTL EQUITY INDEX F522.6K shares1.16%2025-09-302025-11-13 VB VANGUARD INDEX FDS104.3K shares2.09%2025-09-302025-11-13 TSLA TESLA INC59.5K shares5.46%2025-09-302025-11-13 TLH ISHARES TR247.2K shares3.61%2025-09-302025-11-13 UDIV FRANKLIN TEMPLETON ETF TR460.7K shares13.73%2025-09-302025-11-13 IAU ISHARES GOLD TR328.6K shares26.41%2025-09-302025-11-13 BAI BLACKROCK ETF TRUST695.2K shares101.51%2025-09-302025-11-13 THRO BLACKROCK ETF TRUST567.1K shares4.88%2025-09-302025-11-13 BINC BLACKROCK ETF TRUST II401.9K shares6.82%2025-09-302025-11-13 VIG VANGUARD SPECIALIZED FUNDS96.5K shares1.38%2025-09-302025-11-13 PLTR PALANTIR TECHNOLOGIES INC101.0K shares1.72%2025-09-302025-11-13 BRK.B BERKSHIRE HATHAWAY INC DEL36.6K shares-32.61%2025-09-302025-11-13 VTI VANGUARD INDEX FDS53.3K shares-15.83%2025-09-302025-11-13 VNQ VANGUARD INDEX FDS190.4K shares1.01%2025-09-302025-11-13 BIV VANGUARD BD INDEX FDS218.1K shares-3.04%2025-09-302025-11-13 VMBS VANGUARD SCOTTSDALE FDS358.2K shares0.82%2025-09-302025-11-13 NFLX NETFLIX INC13.2K shares19.86%2025-09-302025-11-13 ZECP ZACKS TRUST468.4K shares2.93%2025-09-302025-11-13 MO ALTRIA GROUP INC226.2K shares6.99%2025-09-302025-11-13 IBD NORTHERN LTS FD TR IV615.0K shares-0.79%2025-09-302025-11-13 SMIZ ZACKS TRUST392.7K shares5.35%2025-09-302025-11-13 SPMO INVESCO EXCH TRADED FD TR II120.3K shares-3.57%2025-09-302025-11-13 USMV ISHARES TR148.1K shares8.18%2025-09-302025-11-13 MGC VANGUARD WORLD FD55.5K shares-16.47%2025-09-302025-11-13 GLD SPDR GOLD TR37.6K shares2.63%2025-09-302025-11-13 DFAC DIMENSIONAL ETF TRUST342.1K shares45.19%2025-09-302025-11-13 HELO J P MORGAN EXCHANGE TRADED F202.7K shares-10.37%2025-09-302025-11-13 SPYG SPDR SERIES TRUST125.5K shares136.44%2025-09-302025-11-13 BLV VANGUARD BD INDEX FDS184.4K shares3.20%2025-09-302025-11-13 JEPI J P MORGAN EXCHANGE TRADED F226.3K shares5.15%2025-09-302025-11-13 PYLD PIMCO ETF TR462.2K shares-19.37%2025-09-302025-11-13 GOF GUGGENHEIM STRATEGIC OPPORTU820.0K shares10.72%2025-09-302025-11-13 BBUS J P MORGAN EXCHANGE TRADED F99.8K shares-2.93%2025-09-302025-11-13 VYM VANGUARD WHITEHALL FDS85.2K shares-27.09%2025-09-302025-11-13 SMH VANECK ETF TRUST36.6K shares16.03%2025-09-302025-11-13 VZ VERIZON COMMUNICATIONS INC263.0K shares6.81%2025-09-302025-11-13 MSTB ETF SER SOLUTIONS290.2K shares-6.22%2025-09-302025-11-13 SHLD GLOBAL X FDS163.8K sharesnew addition2025-09-302025-11-13 LLY ELI LILLY & CO14.6K shares5.88%2025-09-302025-11-13 SPYM SPDR SERIES TRUST139.9K shares3.64%2025-09-302025-11-13 HYS PIMCO ETF TR112.1K shares184.93%2025-09-302025-11-13 ABBV ABBVIE INC46.0K shares3.49%2025-09-302025-11-13 EMB ISHARES TR110.6K shares8.69%2025-09-302025-11-13 GE GE AEROSPACE35.0K shares-5.05%2025-09-302025-11-13 ITOT ISHARES TR71.1K shares-2.19%2025-09-302025-11-13 JPM JPMORGAN CHASE & CO.32.8K shares2.48%2025-09-302025-11-13 RSP INVESCO EXCHANGE TRADED FD T50.5K shares-9.69%2025-09-302025-11-13 HD HOME DEPOT INC23.3K shares-3.05%2025-09-302025-11-13 IBTF ISHARES TR402.5K shares-6.51%2025-09-302025-11-13 VGSH VANGUARD SCOTTSDALE FDS159.0K shares6.43%2025-09-302025-11-13 PG PROCTER AND GAMBLE CO60.6K shares-7.98%2025-09-302025-11-13 STIP ISHARES TR89.9K shares10.75%2025-09-302025-11-13 FLOT ISHARES TR181.3K shares-1.77%2025-09-302025-11-13 IBM INTERNATIONAL BUSINESS MACHS31.8K shares16.64%2025-09-302025-11-13 WMT WALMART INC86.5K shares-4.87%2025-09-302025-11-13 GROZ ZACKS TRUST296.1K shares81.29%2025-09-302025-11-13 OAIM UNIFIED SER TR214.0K shares-0.02%2025-09-302025-11-13 BUFD FIRST TR EXCHNG TRADED FD VI307.8K shares10.73%2025-09-302025-11-13 GOOG ALPHABET INC34.5K shares-2.11%2025-09-302025-11-13 EFA ISHARES TR81.8K shares9.33%2025-09-302025-11-13 SPTS SPDR SERIES TRUST257.0K shares-22.15%2025-09-302025-11-13 V VISA INC21.7K shares-11.49%2025-09-302025-11-13 JAAA JANUS DETROIT STR TR145.7K shares13.23%2025-09-302025-11-13 BUFZ FIRST TR EXCHNG TRADED FD VI285.3K shares723.31%2025-09-302025-11-13 ELCV STRATEGY SHS274.0K shares0.17%2025-09-302025-11-13 AGG ISHARES TR72.9K shares18.67%2025-09-302025-11-13 PEP PEPSICO INC52.0K shares8.44%2025-09-302025-11-13 ORCL ORACLE CORP25.6K shares15.48%2025-09-302025-11-13 XLK SELECT SECTOR SPDR TR25.2K shares44.98%2025-09-302025-11-13 COST COSTCO WHSL CORP NEW7.6K shares-5.22%2025-09-302025-11-13 SOVF ELEVATION SERIES TRUST231.5K shares0.73%2025-09-302025-11-13 GLDM WORLD GOLD TR91.5K shares9.43%2025-09-302025-11-13 ICSH ISHARES TR137.1K shares-18.61%2025-09-302025-11-13 SCHR SCHWAB STRATEGIC TR276.0K shares6.98%2025-09-302025-11-13 VCRB VANGUARD MALVERN FDS87.9K shares4.48%2025-09-302025-11-13 SCHG SCHWAB STRATEGIC TR215.6K shares-34.31%2025-09-302025-11-13 DFAI DIMENSIONAL ETF TRUST188.4K shares-13.85%2025-09-302025-11-13 FTHI FIRST TR EXCHANGE TRADED FD286.9K shares-2.38%2025-09-302025-11-13 QUS SPDR SERIES TRUST39.5K shares-19.96%2025-09-302025-11-13 PM PHILIP MORRIS INTL INC41.2K shares12.32%2025-09-302025-11-13 SRLN SSGA ACTIVE ETF TR159.4K shares6.36%2025-09-302025-11-13 VGT VANGUARD WORLD FD8.8K shares5.48%2025-09-302025-11-13 SCHO SCHWAB STRATEGIC TR266.2K shares-0.51%2025-09-302025-11-13 DFCF DIMENSIONAL ETF TRUST151.7K shares5.70%2025-09-302025-11-13 XLSR SSGA ACTIVE TR108.5K shares3.52%2025-09-302025-11-13 JNJ JOHNSON & JOHNSON34.8K shares1.83%2025-09-302025-11-13 SCHP SCHWAB STRATEGIC TR239.2K shares-4.20%2025-09-302025-11-13 CVX CHEVRON CORP NEW41.2K shares-8.24%2025-09-302025-11-13 PFE PFIZER INC251.0K shares6.68%2025-09-302025-11-13 JGRO J P MORGAN EXCHANGE TRADED F67.1K shares-5.72%2025-09-302025-11-13 ISMD NORTHERN LTS FD TR IV161.1K shares0.30%2025-09-302025-11-13 XOM EXXON MOBIL CORP55.1K shares2.61%2025-09-302025-11-13 NLR VANECK ETF TRUST45.4K shares12.75%2025-09-302025-11-13 MBSD FLEXSHARES TR294.5K shares-1.48%2025-09-302025-11-13 USHY ISHARES TR162.5K shares10.53%2025-09-302025-11-13 TROW PRICE T ROWE GROUP INC58.3K shares2.25%2025-09-302025-11-13 TLT ISHARES TR66.5K shares13.38%2025-09-302025-11-13 TPSC TIMOTHY PLAN142.6K shares-0.32%2025-09-302025-11-13 INTU INTUIT8.5K shares-14.70%2025-09-302025-11-13 IWF ISHARES TR12.4K shares-7.51%2025-09-302025-11-13 DIA SPDR DOW JONES INDL AVERAGE12.5K shares8.78%2025-09-302025-11-13 DFIV DIMENSIONAL ETF TRUST124.7K shares1631.44%2025-09-302025-11-13 GS GOLDMAN SACHS GROUP INC7.2K shares1.94%2025-09-302025-11-13 SPDW SPDR INDEX SHS FDS132.5K shares32.56%2025-09-302025-11-13 IWP ISHARES TR39.2K shares-3.35%2025-09-302025-11-13 DFAU DIMENSIONAL ETF TRUST121.9K shares1.72%2025-09-302025-11-13 ZG ZILLOW GROUP INC74.5K shares-18.33%2025-09-302025-11-13 QLTA ISHARES TR112.4K shares1.60%2025-09-302025-11-13 SHYG ISHARES TR125.1K shares8.61%2025-09-302025-11-13 SPSB SPDR SERIES TRUST178.2K shares-18.15%2025-09-302025-11-13 RDVY FIRST TR EXCHANGE TRADED FD80.1K shares2.14%2025-09-302025-11-13 MA MASTERCARD INCORPORATED9.4K shares-16.13%2025-09-302025-11-13 DFSD DIMENSIONAL ETF TRUST109.7K shares4.28%2025-09-302025-11-13 MCK MCKESSON CORP6.8K shares-9.17%2025-09-302025-11-13 CAT CATERPILLAR INC11.0K shares-0.56%2025-09-302025-11-13 IDEV ISHARES TR65.5K shares-19.57%2025-09-302025-11-13 MS MORGAN STANLEY33.0K shares30.10%2025-09-302025-11-13 UNH UNITEDHEALTH GROUP INC15.2K shares18.92%2025-09-302025-11-13 CORP PIMCO ETF TR53.0K shares-34.98%2025-09-302025-11-13 SLV ISHARES SILVER TR123.3K shares4.96%2025-09-302025-11-13 DE DEERE & CO11.2K shares-0.20%2025-09-302025-11-13 MDY SPDR S&P MIDCAP 400 ETF TR8.6K shares11.39%2025-09-302025-11-13 SCHD SCHWAB STRATEGIC TR186.2K shares-20.90%2025-09-302025-11-13 DUHP DIMENSIONAL ETF TRUST133.8K shares93.70%2025-09-302025-11-13 SPG SIMON PPTY GROUP INC NEW26.9K shares15.66%2025-09-302025-11-13 AXON AXON ENTERPRISE INC7.0K shares184.46%2025-09-302025-11-13 BX BLACKSTONE INC28.9K shares11.68%2025-09-302025-11-13 IWM ISHARES TR19.8K shares-4.95%2025-09-302025-11-13 SPEM SPDR INDEX SHS FDS102.3K shares19.19%2025-09-302025-11-13 VCSH VANGUARD SCOTTSDALE FDS59.2K shares-4.81%2025-09-302025-11-13 PANW PALO ALTO NETWORKS INC23.1K shares-15.52%2025-09-302025-11-13 MUB ISHARES TR43.6K shares8.04%2025-09-302025-11-13 SPHD INVESCO EXCH TRADED FD TR II93.6K shares36.20%2025-09-302025-11-13 IJH ISHARES TR70.7K shares-9.69%2025-09-302025-11-13 STX SEAGATE TECHNOLOGY HLDNGS PL19.4K shares5.56%2025-09-302025-11-13 GOVT ISHARES TR197.7K shares4.01%2025-09-302025-11-13 XLE SELECT SECTOR SPDR TR50.7K shares28.58%2025-09-302025-11-13 IJR ISHARES TR38.0K shares-10.91%2025-09-302025-11-13 AMGN AMGEN INC15.9K shares3.69%2025-09-302025-11-13 AVDE AMERICAN CENTY ETF TR56.8K shares118.75%2025-09-302025-11-13 AXP AMERICAN EXPRESS CO13.5K shares-3.72%2025-09-302025-11-13 VBIL VANGUARD INSTL INDEX FD59.1K shares273.58%2025-09-302025-11-13 FIXD FIRST TR EXCHNG TRADED FD VI99.6K shares47.89%2025-09-302025-11-13 AMAT APPLIED MATLS INC21.2K shares-21.30%2025-09-302025-11-13 VHT VANGUARD WORLD FD16.7K shares28.92%2025-09-302025-11-13 RTX RTX CORPORATION25.8K shares2.43%2025-09-302025-11-13 VTWO VANGUARD SCOTTSDALE FDS44.0K shares7.41%2025-09-302025-11-13 BAC BANK AMERICA CORP83.0K shares-0.00%2025-09-302025-11-13 APP APPLOVIN CORP5.9K shares-0.12%2025-09-302025-11-13 SPYV SPDR SERIES TRUST76.3K shares204.60%2025-09-302025-11-13 TFLO ISHARES TR82.8K shares-3.64%2025-09-302025-11-13 XLV SELECT SECTOR SPDR TR29.9K shares29.93%2025-09-302025-11-13 XV SIMPLIFY EXCHANGE TRADED FUN155.6K shares26.31%2025-09-302025-11-13 UNP UNION PAC CORP17.5K shares1.62%2025-09-302025-11-13 SBAR SIMPLIFY EXCHANGE TRADED FUN157.0K shares171.38%2025-09-302025-11-13 FTLS FIRST TR EXCH TRADED FD III58.9K shares-4.96%2025-09-302025-11-13 IEMG ISHARES INC62.3K shares5.74%2025-09-302025-11-13 ANET ARISTA NETWORKS INC28.1K shares-2.35%2025-09-302025-11-13 IGRO ISHARES TR51.5K shares2.28%2025-09-302025-11-13 VBR VANGUARD INDEX FDS19.5K shares3.01%2025-09-302025-11-13 UBER UBER TECHNOLOGIES INC41.4K shares14.83%2025-09-302025-11-13 XLY SELECT SECTOR SPDR TR16.9K shares-0.24%2025-09-302025-11-13 T AT&T INC142.2K shares-1.57%2025-09-302025-11-13 MRK MERCK & CO INC47.6K shares15.76%2025-09-302025-11-13 POCT INNOVATOR ETFS TRUST92.3K shares-0.71%2025-09-302025-11-13 EFG ISHARES TR34.8K shares-79.71%2025-09-302025-11-13 IXUS ISHARES TR47.9K shares-0.29%2025-09-302025-11-13 ICVT ISHARES TR38.8K shares7.80%2025-09-302025-11-13 LALT FIRST TR EXCHNG TRADED FD VI168.8K shares7.91%2025-09-302025-11-13 MCD MCDONALDS CORP12.6K shares1.10%2025-09-302025-11-13 O REALTY INCOME CORP62.9K shares9.02%2025-09-302025-11-13 FTSM FIRST TR EXCHANGE-TRADED FD62.6K shares-11.87%2025-09-302025-11-13 PFM INVESCO EXCHANGE TRADED FD T73.0K shares5.28%2025-09-302025-11-13 ESGU ISHARES TR25.4K shares-3.50%2025-09-302025-11-13 MINT PIMCO ETF TR36.6K shares34.68%2025-09-302025-11-13 XYLD GLOBAL X FDS92.9K shares5.85%2025-09-302025-11-13 PHYS SPROTT ASSET MANAGEMENT LP123.1K shares11.46%2025-09-302025-11-13 BUFF INNOVATOR ETFS TRUST73.5K shares8.70%2025-09-302025-11-13 AMD ADVANCED MICRO DEVICES INC22.1K shares-1.13%2025-09-302025-11-13 USFR WISDOMTREE TR70.9K shares-8.06%2025-09-302025-11-13 XLF SELECT SECTOR SPDR TR65.9K shares-4.21%2025-09-302025-11-13 KO COCA COLA CO53.5K shares0.38%2025-09-302025-11-13 VICI VICI PPTYS INC108.6K shares-1.26%2025-09-302025-11-13 DCOR DIMENSIONAL ETF TRUST49.1K shares16.29%2025-09-302025-11-13 JIRE J P MORGAN EXCHANGE TRADED F48.0K shares60.27%2025-09-302025-11-13 CTA SIMPLIFY EXCHANGE TRADED FUN124.5K shares13.40%2025-09-302025-11-13 IYW ISHARES TR17.7K shares-84.47%2025-09-302025-11-13 FNDF SCHWAB STRATEGIC TR80.5K shares3.11%2025-09-302025-11-13 APH AMPHENOL CORP NEW27.9K shares3.80%2025-09-302025-11-13 CSCO CISCO SYS INC49.7K shares-41.39%2025-09-302025-11-13 FSEP FIRST TR EXCHNG TRADED FD VI66.9K shares-47.44%2025-09-302025-11-13 FFEB FIRST TR EXCHNG TRADED FD VI61.2K shares-51.66%2025-09-302025-11-13 SHV ISHARES TR30.4K shares-15.53%2025-09-302025-11-13 ILTB ISHARES TR66.1K shares11.91%2025-09-302025-11-13 NOC NORTHROP GRUMMAN CORP5.5K shares-4.24%2025-09-302025-11-13 GILD GILEAD SCIENCES INC29.9K shares-5.93%2025-09-302025-11-13 SPSM SPDR SERIES TRUST71.5K shares70.10%2025-09-302025-11-13 TOTL SSGA ACTIVE ETF TR81.4K shares1.62%2025-09-302025-11-13 XLP SELECT SECTOR SPDR TR42.0K shares14.98%2025-09-302025-11-13 IWY ISHARES TR12.0K shares12.60%2025-09-302025-11-13 BND VANGUARD BD INDEX FDS44.0K shares-27.75%2025-09-302025-11-13 ABT ABBOTT LABS24.1K shares-10.52%2025-09-302025-11-13 BIL SPDR SERIES TRUST35.1K shares20.47%2025-09-302025-11-13 MMM 3M CO20.7K shares9.94%2025-09-302025-11-13 FDEC FIRST TR EXCHNG TRADED FD VI64.9K shares-64.08%2025-09-302025-11-13 VXUS VANGUARD STAR FDS43.4K shares12.04%2025-09-302025-11-13 PAYX PAYCHEX INC25.1K shares19.70%2025-09-302025-11-13 JCPB J P MORGAN EXCHANGE TRADED F66.7K shares-10.60%2025-09-302025-11-13 BUCK SIMPLIFY EXCHANGE TRADED FUN132.9K shares6.57%2025-09-302025-11-13 IWO ISHARES TR9.8K shares5.31%2025-09-302025-11-13 IWL ISHARES TR18.9K shares80.26%2025-09-302025-11-13 AVUV AMERICAN CENTY ETF TR31.2K shares-4.49%2025-09-302025-11-13 VGIT VANGUARD SCOTTSDALE FDS51.6K shares-2.77%2025-09-302025-11-13 VIGI VANGUARD WHITEHALL FDS34.6K shares-1.25%2025-09-302025-11-13 QQQM INVESCO EXCH TRADED FD TR II12.5K shares1.18%2025-09-302025-11-13 IEI ISHARES TR25.8K shares-18.60%2025-09-302025-11-13 PMBS PIMCO ETF TR61.9K shares28.09%2025-09-302025-11-13 SPTL SPDR SERIES TRUST113.9K shares-12.34%2025-09-302025-11-13 QYLD GLOBAL X FDS180.4K shares-3.64%2025-09-302025-11-13 FAUG FIRST TR EXCHNG TRADED FD VI59.1K shares20.63%2025-09-302025-11-13 FJUL FIRST TR EXCHNG TRADED FD VI56.0K shares24.90%2025-09-302025-11-13 GSEP FIRST TR EXCHNG TRADED FD VI80.4K shares219.72%2025-09-302025-11-13 BRK.A BERKSHIRE HATHAWAY INC DEL4 shares0.00%2025-09-302025-11-13 IWN ISHARES TR17.0K shares3.32%2025-09-302025-11-13 AVUS AMERICAN CENTY ETF TR27.2K shares-2.54%2025-09-302025-11-13 OXY OCCIDENTAL PETE CORP61.7K shares4.32%2025-09-302025-11-13 AVDV AMERICAN CENTY ETF TR32.7K sharesnew addition2025-09-302025-11-13 LDUR PIMCO ETF TR30.3K shares26.49%2025-09-302025-11-13 FJAN FIRST TR EXCHNG TRADED FD VI57.9K shares-54.51%2025-09-302025-11-13 HYDB ISHARES TR60.6K shares6.11%2025-09-302025-11-13 CRM SALESFORCE INC12.2K shares-2.94%2025-09-302025-11-13 PFF ISHARES TR89.8K shares-18.32%2025-09-302025-11-13 KMI KINDER MORGAN INC DEL100.2K shares12.91%2025-09-302025-11-13 NEE NEXTERA ENERGY INC37.1K shares-4.89%2025-09-302025-11-13 CRWD CROWDSTRIKE HLDGS INC5.7K shares-17.97%2025-09-302025-11-13 VO VANGUARD INDEX FDS9.4K shares11.83%2025-09-302025-11-13 VTC VANGUARD SCOTTSDALE FDS35.1K shares3.63%2025-09-302025-11-13 LNG CHENIERE ENERGY INC11.7K shares-7.20%2025-09-302025-11-13 TMO THERMO FISHER SCIENTIFIC INC5.6K shares-27.74%2025-09-302025-11-13 LRCX LAM RESEARCH CORP20.3K shares7.27%2025-09-302025-11-13 DIVI FRANKLIN TEMPLETON ETF TR72.7K shares4.42%2025-09-302025-11-13 USMC PRINCIPAL EXCHANGE TRADED FD39.5K shares-2.63%2025-09-302025-11-13 TSM TAIWAN SEMICONDUCTOR MFG LTD9.6K shares-9.11%2025-09-302025-11-13 WMB WILLIAMS COS INC42.5K shares15.10%2025-09-302025-11-13 SHW SHERWIN WILLIAMS CO7.7K shares-29.80%2025-09-302025-11-13 MGV VANGUARD WORLD FD19.2K shares15.89%2025-09-302025-11-13 VGLT VANGUARD SCOTTSDALE FDS46.0K shares-2.22%2025-09-302025-11-13 SCHZ SCHWAB STRATEGIC TR111.2K shares-2.31%2025-09-302025-11-13 NOW SERVICENOW INC2.8K shares34.85%2025-09-302025-11-13 CME CME GROUP INC9.7K shares8.24%2025-09-302025-11-13 IEF ISHARES TR26.7K shares8.76%2025-09-302025-11-13 ARCC ARES CAPITAL CORP126.0K shares-8.53%2025-09-302025-11-13 USB US BANCORP DEL53.1K shares-10.56%2025-09-302025-11-13 CTAS CINTAS CORP12.4K shares-25.63%2025-09-302025-11-13 XLC SELECT SECTOR SPDR TR21.4K shares-1.03%2025-09-302025-11-13 WELL WELLTOWER INC14.1K shares23.66%2025-09-302025-11-13 ACN ACCENTURE PLC IRELAND10.2K shares-24.66%2025-09-302025-11-13 IBIT ISHARES BITCOIN TRUST ETF38.4K shares7.57%2025-09-302025-11-13 ADBE ADOBE INC7.1K shares-7.63%2025-09-302025-11-13 DOW DOW INC108.5K shares29.51%2025-09-302025-11-13 TXN TEXAS INSTRS INC13.5K shares4.41%2025-09-302025-11-13 TQQQ PROSHARES TR24.0K shares2.15%2025-09-302025-11-13 XLI SELECT SECTOR SPDR TR16.0K shares-2.50%2025-09-302025-11-13 XMHQ INVESCO EXCHANGE TRADED FD T23.5K shares-17.59%2025-09-302025-11-13 MU MICRON TECHNOLOGY INC14.6K shares-5.82%2025-09-302025-11-13 BALI BLACKROCK ETF TRUST76.7K shares2.68%2025-09-302025-11-13 GIS GENERAL MLS INC48.2K shares7.95%2025-09-302025-11-13 FANG DIAMONDBACK ENERGY INC16.9K shares12.64%2025-09-302025-11-13 BITB BITWISE BITCOIN ETF TR38.7K shares4.78%2025-09-302025-11-13 DFAE DIMENSIONAL ETF TRUST75.8K shares-9.13%2025-09-302025-11-13 PJUL INNOVATOR ETFS TRUST52.4K shares-7.34%2025-09-302025-11-13 UPS UNITED PARCEL SERVICE INC28.6K shares4.28%2025-09-302025-11-13 PJAN INNOVATOR ETFS TRUST51.7K shares53.34%2025-09-302025-11-13 ORLY OREILLY AUTOMOTIVE INC21.8K shares-8.54%2025-09-302025-11-13 LYB LYONDELLBASELL INDUSTRIES N47.6K shares-10.01%2025-09-302025-11-13 NKE NIKE INC33.1K shares8.03%2025-09-302025-11-13 HWM HOWMET AEROSPACE INC11.8K shares113.15%2025-09-302025-11-13 JGLO J P MORGAN EXCHANGE TRADED F33.8K shares-30.46%2025-09-302025-11-13 SO SOUTHERN CO23.6K shares-5.83%2025-09-302025-11-13 ASML ASML HOLDING N V2.3K shares-2.75%2025-09-302025-11-13 KMB KIMBERLY-CLARK CORP17.8K shares2.97%2025-09-302025-11-13 FLEX FLEX LTD38.1K shares-26.02%2025-09-302025-11-13 CAG CONAGRA BRANDS INC119.7K shares31.03%2025-09-302025-11-13 BKNG BOOKING HOLDINGS INC406 shares-1.93%2025-09-302025-11-13 XLRE SELECT SECTOR SPDR TR51.8K shares2.89%2025-09-302025-11-13 SPLV INVESCO EXCH TRADED FD TR II29.4K shares5.19%2025-09-302025-11-13 SHOP SHOPIFY INC14.5K shares3.92%2025-09-302025-11-13 PDBC INVESCO ACTVELY MNGD ETC FD160.1K shares-2.81%2025-09-302025-11-13 IEFA ISHARES TR24.6K shares-8.55%2025-09-302025-11-13 ADP AUTOMATIC DATA PROCESSING IN7.3K shares-6.41%2025-09-302025-11-13 JNK SPDR SERIES TRUST21.8K shares-1.16%2025-09-302025-11-13 GEV GE VERNOVA INC3.5K shares6.89%2025-09-302025-11-13 JPME J P MORGAN EXCHANGE TRADED F19.6K shares-72.96%2025-09-302025-11-13 CSWC CAPITAL SOUTHWEST CORP97.0K shares-1.86%2025-09-302025-11-13 SPTM SPDR SERIES TRUST26.3K shares40.31%2025-09-302025-11-13 PAVE GLOBAL X FDS44.4K shares-0.42%2025-09-302025-11-13 KLAC KLA CORP1.9K shares-24.55%2025-09-302025-11-13 JAVA J P MORGAN EXCHANGE TRADED F30.2K shares-5.79%2025-09-302025-11-13 SCHV SCHWAB STRATEGIC TR71.4K shares-6.59%2025-09-302025-11-13 MMC MARSH & MCLENNAN COS INC10.3K shares-70.63%2025-09-302025-11-13 AGGH SIMPLIFY EXCHANGE TRADED FUN100.1K shares93.75%2025-09-302025-11-13 DIS DISNEY WALT CO18.1K shares6.25%2025-09-302025-11-13 DFIC DIMENSIONAL ETF TRUST63.0K shares14.41%2025-09-302025-11-13 MPWR MONOLITHIC PWR SYS INC2.2K shares-33.09%2025-09-302025-11-13 PAPR INNOVATOR ETFS TRUST52.9K shares10.42%2025-09-302025-11-13 SNOW SNOWFLAKE INC9.0K shares98.94%2025-09-302025-11-13 HSY HERSHEY CO10.7K shares-9.56%2025-09-302025-11-13 EVRG EVERGY INC26.3K shares3.33%2025-09-302025-11-13 MBB ISHARES TR20.9K shares-93.12%2025-09-302025-11-13 EMXC ISHARES INC29.2K shares-32.93%2025-09-302025-11-13 TMAT NORTHERN LTS FD TR IV72.6K shares-0.05%2025-09-302025-11-13 JBL JABIL INC9.0K shares0.20%2025-09-302025-11-13 SYK STRYKER CORPORATION5.2K shares-4.01%2025-09-302025-11-13 COWZ PACER FDS TR33.7K shares-34.64%2025-09-302025-11-13 MOAT VANECK ETF TRUST19.5K shares-0.50%2025-09-302025-11-13 ISRG INTUITIVE SURGICAL INC4.3K shares-28.94%2025-09-302025-11-13 XMAR FIRST TR EXCHNG TRADED FD VI48.6K shares-3.64%2025-09-302025-11-13 XLU SELECT SECTOR SPDR TR21.7K shares0.15%2025-09-302025-11-13 NET CLOUDFLARE INC8.8K shares15.52%2025-09-302025-11-13 DFAX DIMENSIONAL ETF TRUST59.1K shares1.14%2025-09-302025-11-13 IJK ISHARES TR19.3K shares-6.53%2025-09-302025-11-13 MRSK NORTHERN LIGHTS FD TR52.0K shares102.42%2025-09-302025-11-13 DGRO ISHARES TR27.2K shares-0.76%2025-09-302025-11-13 NAPR INNOVATOR ETFS TRUST35.1K shares14.09%2025-09-302025-11-13 HOOD ROBINHOOD MKTS INC12.9K shares25.94%2025-09-302025-11-13 DFGP DIMENSIONAL ETF TRUST33.1K shares0.23%2025-09-302025-11-13 PRU PRUDENTIAL FINL INC17.7K shares3.38%2025-09-302025-11-13 OKLO OKLO INC16.4K shares4.53%2025-09-302025-11-13 RCL ROYAL CARIBBEAN GROUP5.6K shares-13.73%2025-09-302025-11-13 URI UNITED RENTALS INC1.9K shares-16.34%2025-09-302025-11-13 AMCR AMCOR PLC222.1K shares17.33%2025-09-302025-11-13 OUNZ VANECK MERK GOLD ETF48.7K shares-1.73%2025-09-302025-11-13 FXO FIRST TR EXCHANGE TRADED FD30.4K shares4.65%2025-09-302025-11-13 VRIG INVESCO ACTIVELY MANAGED EXC71.6K shares6.48%2025-09-302025-11-13 CDNS CADENCE DESIGN SYSTEM INC5.1K shares-16.28%2025-09-302025-11-13 ROOT ROOT INC20.0K shares-11.11%2025-09-302025-11-13 MUNI PIMCO ETF TR33.8K shares-17.89%2025-09-302025-11-13 PMAY INNOVATOR ETFS TRUST44.9K shares-23.88%2025-09-302025-11-13 SPXL DIREXION SHS ETF TR8.2K shares5.77%2025-09-302025-11-13 LQD ISHARES TR15.6K shares-12.36%2025-09-302025-11-13 CERY SPDR SERIES TRUST60.7K shares89.32%2025-09-302025-11-13 BA BOEING CO8.0K shares3.10%2025-09-302025-11-13 HON HONEYWELL INTL INC8.2K shares32.62%2025-09-302025-11-13 WAB WABTEC8.6K shares-35.68%2025-09-302025-11-13 GJUL FIRST TR EXCHNG TRADED FD VI42.3K shares89.54%2025-09-302025-11-13 C CITIGROUP INC16.8K shares-4.87%2025-09-302025-11-13 CLS CELESTICA INC6.9K shares-0.46%2025-09-302025-11-13 HYGW ISHARES TR55.7K shares1.62%2025-09-302025-11-13 LMT LOCKHEED MARTIN CORP3.3K shares-42.33%2025-09-302025-11-13 GAPR FIRST TR EXCHNG TRADED FD VI42.5K shares-17.41%2025-09-302025-11-13 ESLT ELBIT SYS LTD3.3K shares8.19%2025-09-302025-11-13 PFEB INNOVATOR ETFS TRUST41.7K shares-0.25%2025-09-302025-11-13 VCIT VANGUARD SCOTTSDALE FDS19.6K shares-42.43%2025-09-302025-11-13 EOG EOG RES INC14.7K shares-10.85%2025-09-302025-11-13 PHM PULTE GROUP INC12.4K shares-36.28%2025-09-302025-11-13 TJX TJX COS INC NEW11.4K shares-0.31%2025-09-302025-11-13 MCO MOODYS CORP3.4K shares-37.05%2025-09-302025-11-13 INTC INTEL CORP48.9K shares10.47%2025-09-302025-11-13 CLIP GLOBAL X FDS16.3K shares10.18%2025-09-302025-11-13 HIMS HIMS & HERS HEALTH INC28.8K shares174.76%2025-09-302025-11-13 UTG REAVES UTIL INCOME FD41.1K shares-28.12%2025-09-302025-11-13 BLK BLACKROCK INC1.4K shares-4.52%2025-09-302025-11-13 BSX BOSTON SCIENTIFIC CORP16.5K shares30.38%2025-09-302025-11-13 DUK DUKE ENERGY CORP NEW13.0K shares4.75%2025-09-302025-11-13 VRT VERTIV HOLDINGS CO10.6K shares187.81%2025-09-302025-11-13 EME EMCOR GROUP INC2.5K shares17.14%2025-09-302025-11-13 RYLD GLOBAL X FDS106.1K shares55.52%2025-09-302025-11-13 FMF FIRST TR EXCHANGE-TRADED FD32.6K shares-4.13%2025-09-302025-11-13 FAAR FIRST TR EXCHANGE TRAD FD VI51.7K shares-5.86%2025-09-302025-11-13 WFC WELLS FARGO CO NEW18.2K shares15.88%2025-09-302025-11-13 BMY BRISTOL-MYERS SQUIBB CO33.9K shares-3.91%2025-09-302025-11-13 QCOM QUALCOMM INC9.2K shares-37.66%2025-09-302025-11-13 F FORD MTR CO127.0K shares-22.77%2025-09-302025-11-13 SPMD SPDR SERIES TRUST26.5K shares5.47%2025-09-302025-11-13 DVY ISHARES TR10.6K shares-6.78%2025-09-302025-11-13 CSX CSX CORP42.5K shares-7.23%2025-09-302025-11-13 GBTC GRAYSCALE BITCOIN TRUST ETF16.8K shares51.43%2025-09-302025-11-13 LCTU BLACKROCK ETF TRUST20.6K shares11.84%2025-09-302025-11-13 BOTZ GLOBAL X FDS42.3K shares-22.97%2025-09-302025-11-13 COP CONOCOPHILLIPS15.8K shares-43.65%2025-09-302025-11-13 COF CAPITAL ONE FINL CORP7.0K shares7.60%2025-09-302025-11-13 FIX COMFORT SYS USA INC1.8K shares-24.32%2025-09-302025-11-13 CMCSA COMCAST CORP NEW47.3K shares100.01%2025-09-302025-11-13 OKE ONEOK INC NEW20.3K shares6.90%2025-09-302025-11-13 HERO GLOBAL X FDS43.7K shares-23.85%2025-09-302025-11-13 HARD SIMPLIFY EXCHANGE TRADED FUN48.7K shares525.43%2025-09-302025-11-13 WSM WILLIAMS SONOMA INC7.5K shares-39.03%2025-09-302025-11-13 BIZD VANECK ETF TRUST97.8K shares-23.31%2025-09-302025-11-13 ITW ILLINOIS TOOL WKS INC5.6K shares173.87%2025-09-302025-11-13 JPIN J P MORGAN EXCHANGE TRADED F21.5K shares-11.50%2025-09-302025-11-13 YUM YUM BRANDS INC9.4K shares0.62%2025-09-302025-11-13 DFSV DIMENSIONAL ETF TRUST44.8K shares224.70%2025-09-302025-11-13 CWB SPDR SERIES TRUST15.7K shares44.73%2025-09-302025-11-13 ZTS ZOETIS INC9.7K shares-38.52%2025-09-302025-11-13 BBHY J P MORGAN EXCHANGE TRADED F30.2K shares-0.62%2025-09-302025-11-13 PAUG INNOVATOR ETFS TRUST33.3K shares29.18%2025-09-302025-11-13 GLDI UBS AG8.4K shares42.27%2025-09-302025-11-13 VONG VANGUARD SCOTTSDALE FDS11.7K shares11.47%2025-09-302025-11-13 MSTR STRATEGY INC4.4K shares-23.12%2025-09-302025-11-13 DTCR GLOBAL X FDS68.6K shares-23.12%2025-09-302025-11-13 PTNQ PACER FDS TR18.1K shares-1.83%2025-09-302025-11-13 ALL ALLSTATE CORP6.4K shares2.13%2025-09-302025-11-13 PMAR INNOVATOR ETFS TRUST31.4K shares-4.33%2025-09-302025-11-13 FOXY SIMPLIFY EXCHANGE TRADED FUN49.6K shares336.25%2025-09-302025-11-13 ZM ZOOM COMMUNICATIONS INC16.4K shares-19.81%2025-09-302025-11-13 VLUE ISHARES TR10.8K shares-0.34%2025-09-302025-11-13 CNC CENTENE CORP DEL37.8K shares40.09%2025-09-302025-11-13 CARR CARRIER GLOBAL CORPORATION22.4K shares-35.56%2025-09-302025-11-13 PFFD GLOBAL X FDS68.3K shares-21.59%2025-09-302025-11-13 EXEL EXELIXIS INC32.1K shares135.92%2025-09-302025-11-13 HRL HORMEL FOODS CORP53.5K shares10.09%2025-09-302025-11-13 GFEB FIRST TR EXCHNG TRADED FD VI32.5K shares-4.39%2025-09-302025-11-13 MDT MEDTRONIC PLC13.8K shares-0.19%2025-09-302025-11-13 BUYW NORTHERN LTS FD TR IV92.4K shares-52.13%2025-09-302025-11-13 SIVR ABRDN SILVER ETF TRUST29.5K shares102.50%2025-09-302025-11-13 VST VISTRA CORP6.7K shares-17.33%2025-09-302025-11-13 XLB SELECT SECTOR SPDR TR14.5K shares454.57%2025-09-302025-11-13 CAH CARDINAL HEALTH INC8.3K shares21.52%2025-09-302025-11-13 THC TENET HEALTHCARE CORP6.4K shares-29.58%2025-09-302025-11-13 ESGE ISHARES INC29.8K shares-2.88%2025-09-302025-11-13 VFH VANGUARD WORLD FD9.9K shares-0.60%2025-09-302025-11-13 TMUS T-MOBILE US INC5.4K shares14.77%2025-09-302025-11-13 ZJUN INNOVATOR ETFS TRUST48.7K shares3.88%2025-09-302025-11-13 LHX L3HARRIS TECHNOLOGIES INC4.2K shares2.18%2025-09-302025-11-13 PJUN INNOVATOR ETFS TRUST31.2K shares1.91%2025-09-302025-11-13 SPIB SPDR SERIES TRUST37.9K shares-14.47%2025-09-302025-11-13 CHTR CHARTER COMMUNICATIONS INC N4.7K shares8.23%2025-09-302025-11-13 URA GLOBAL X FDS26.8K shares-10.57%2025-09-302025-11-13 AIRR FIRST TR EXCHANGE TRADED FD13.2K shares38.69%2025-09-302025-11-13 XRPR ETF OPPORTUNITIES TRUST53.6K sharesnew addition2025-09-302025-11-13 MSCI MSCI INC2.2K shares-40.05%2025-09-302025-11-13 AEP AMERICAN ELEC PWR CO INC11.2K shares0.28%2025-09-302025-11-13 PSEP INNOVATOR ETFS TRUST28.9K shares-47.06%2025-09-302025-11-13 SBUX STARBUCKS CORP14.7K shares0.53%2025-09-302025-11-13 MTUM ISHARES TR4.8K shares12.57%2025-09-302025-11-13 FINX GLOBAL X FDS37.0K shares-23.85%2025-09-302025-11-13 DELL DELL TECHNOLOGIES INC8.7K shares83.55%2025-09-302025-11-13 SCHI SCHWAB STRATEGIC TR53.5K shares-14.58%2025-09-302025-11-13 XDEC FIRST TR EXCHNG TRADED FD VI30.8K shares118.87%2025-09-302025-11-13 IDMO INVESCO EXCH TRADED FD TR II22.8K shares33.85%2025-09-302025-11-13 RL RALPH LAUREN CORP3.9K sharesnew addition2025-09-302025-11-13 FUTU FUTU HLDGS LTD7.0K shares-8.09%2025-09-302025-11-13 DHI D R HORTON INC7.2K shares-45.91%2025-09-302025-11-13 FN FABRINET3.3K shares202.28%2025-09-302025-11-13 EPD ENTERPRISE PRODS PARTNERS L38.6K shares4.75%2025-09-302025-11-13 JPIE J P MORGAN EXCHANGE TRADED F25.9K shares-5.98%2025-09-302025-11-13 TIP ISHARES TR10.8K shares-12.12%2025-09-302025-11-13 IBTG ISHARES TR52.2K shares-2.70%2025-09-302025-11-13 MINO PIMCO ETF TR26.4K shares-19.63%2025-09-302025-11-13 IDV ISHARES TR32.7K shares27.66%2025-09-302025-11-13 CL COLGATE PALMOLIVE CO14.9K shares-2.04%2025-09-302025-11-13 DPZ DOMINOS PIZZA INC2.8K shares-41.67%2025-09-302025-11-13 SNA SNAP ON INC3.4K shares-8.51%2025-09-302025-11-13 APO APOLLO GLOBAL MGMT INC8.9K shares3.05%2025-09-302025-11-13 IWB ISHARES TR3.2K shares-16.69%2025-09-302025-11-13 TDIV FIRST TR EXCHANGE TRADED FD11.8K shares-5.76%2025-09-302025-11-13 VDC VANGUARD WORLD FD5.4K shares8.01%2025-09-302025-11-13 DGX QUEST DIAGNOSTICS INC6.1K shares-16.61%2025-09-302025-11-13 DGCB DIMENSIONAL ETF TRUST20.8K shares26.67%2025-09-302025-11-13 EQL ALPS ETF TR25.0K shares-3.56%2025-09-302025-11-13 FOXA FOX CORP18.3K shares-17.05%2025-09-302025-11-13 KHC KRAFT HEINZ CO44.0K shares464.16%2025-09-302025-11-13 NJAN INNOVATOR ETFS TRUST21.6K shares8.86%2025-09-302025-11-13 CHWY CHEWY INC28.3K shares-40.64%2025-09-302025-11-13 JIVE J P MORGAN EXCHANGE TRADED F15.1K sharesnew addition2025-09-302025-11-13 GWX SPDR INDEX SHS FDS28.4K shares2.44%2025-09-302025-11-13 MMSI MERIT MED SYS INC13.7K shares-19.15%2025-09-302025-11-13 NOCT INNOVATOR ETFS TRUST20.0K shares8.89%2025-09-302025-11-13 PINS PINTEREST INC35.2K shares221.26%2025-09-302025-11-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available