The Analysis of Cypress Wealth Services, LLC's Holdings
Currently, Cypress Wealth Services, LLC holds 389 types of securities in its portfolio with a total value $722.7M. In the most recent quarter, they have increased their positions in AAPL (+31.9K shares, valued at $8.7M), IVE (+30.2K shares, valued at $6.4M), MSFT (+8.4K shares, valued at $4.1M); decreased their positions in QUAL (-39.4K shares, valued at $7.8M), EFG (-8.2K shares, valued at $929.8K), USMV (-8.4K shares, valued at $787.9K); initiated new positions in RDVY (+35.3K shares, valued at $2.5M), RBLX (+29.3K shares, valued at $2.4M), CAT (+3.0K shares, valued at $1.7M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC168.0K shares23.42%2025-12-312026-01-14
SPYM SPDR SERIES TRUST367.3K shares14.30%2025-12-312026-01-14 IVV ISHARES TR42.1K shares-0.11%2025-12-312026-01-14 DYNF BLACKROCK ETF TRUST418.9K shares8.90%2025-12-312026-01-14 OEF ISHARES TR61.9K shares7.65%2025-12-312026-01-14 IVE ISHARES TR89.7K shares50.82%2025-12-312026-01-14 IVW ISHARES TR141.5K shares5.68%2025-12-312026-01-14 EFV ISHARES TR243.8K shares-3.82%2025-12-312026-01-14 QUAL ISHARES TR79.7K shares-33.11%2025-12-312026-01-14 SCHZ SCHWAB STRATEGIC TR549.7K shares11.50%2025-12-312026-01-14 MSFT MICROSOFT CORP25.3K shares49.61%2025-12-312026-01-14 SPY SPDR S&P 500 ETF TR17.9K shares14.90%2025-12-312026-01-14 MGK VANGUARD WORLD FD25.1K shares-2.87%2025-12-312026-01-14 SPEM SPDR INDEX SHS FDS218.6K shares36.55%2025-12-312026-01-14 NVDA NVIDIA CORPORATION50.6K shares19.67%2025-12-312026-01-14 ALPHABET INC ALPHABET INC29.8K shares4.82%2025-12-312026-01-14 ESGU ISHARES TR57.9K shares-0.97%2025-12-312026-01-14 THRO BLACKROCK ETF TRUST222.4K shares13.01%2025-12-312026-01-14 AMZN AMAZON COM INC36.0K shares30.87%2025-12-312026-01-14 BAI BLACKROCK ETF TRUST249.0K shares17.69%2025-12-312026-01-14 IEMG ISHARES INC122.8K shares31.61%2025-12-312026-01-14 ALPHABET INC ALPHABET INC22.9K shares17.02%2025-12-312026-01-14 IUSB ISHARES TR150.8K shares6.20%2025-12-312026-01-14 TSLA TESLA INC15.4K shares22.36%2025-12-312026-01-14 VO VANGUARD INDEX FDS23.1K shares-0.81%2025-12-312026-01-14 VYM VANGUARD WHITEHALL FDS46.0K shares0.22%2025-12-312026-01-14 VEA VANGUARD TAX-MANAGED FDS102.3K shares3.70%2025-12-312026-01-14 JPM JPMORGAN CHASE & CO.18.7K shares68.13%2025-12-312026-01-14 VB VANGUARD INDEX FDS22.1K shares-0.02%2025-12-312026-01-14 SPMO INVESCO EXCH TRADED FD TR II43.1K shares74.89%2025-12-312026-01-14 MBB ISHARES TR52.2K shares12.55%2025-12-312026-01-14 VIG VANGUARD SPECIALIZED FUNDS22.6K shares154.66%2025-12-312026-01-14 COST COSTCO WHSL CORP NEW5.7K shares16.91%2025-12-312026-01-14 BROADCOM INC BROADCOM INC12.9K shares58.15%2025-12-312026-01-14 VCIT VANGUARD SCOTTSDALE FDS53.0K shares17.29%2025-12-312026-01-14 PFF ISHARES TR143.0K shares1.05%2025-12-312026-01-14 IYW ISHARES TR19.8K shares-9.35%2025-12-312026-01-14 MTUM ISHARES TR14.8K shares63.55%2025-12-312026-01-14 HYG ISHARES TR45.3K shares4.17%2025-12-312026-01-14 META META PLATFORMS INC5.5K shares9.02%2025-12-312026-01-14 BINC BLACKROCK ETF TRUST II66.8K shares16.59%2025-12-312026-01-14 IVLU ISHARES TR92.0K shares-3.61%2025-12-312026-01-14 EFG ISHARES TR29.8K shares-21.48%2025-12-312026-01-14 TLH ISHARES TR32.2K shares3.21%2025-12-312026-01-14 MAR MARRIOTT INTL INC NEW9.8K shares-1.32%2025-12-312026-01-14 MUB ISHARES TR28.0K shares20.03%2025-12-312026-01-14 SHOP SHOPIFY INC18.4K shares7.42%2025-12-312026-01-14 DFUV DIMENSIONAL ETF TRUST62.3K shares18.37%2025-12-312026-01-14 SHLD GLOBAL X FDS43.7K shares18.47%2025-12-312026-01-14 LLY ELI LILLY & CO2.6K shares-0.83%2025-12-312026-01-14 NVBU AIM ETF PRODUCTS TRUST95.7K shares-3.99%2025-12-312026-01-14 DVY ISHARES TR19.1K shares2.02%2025-12-312026-01-14 JNJ JOHNSON & JOHNSON12.3K shares71.18%2025-12-312026-01-14 CVX CHEVRON CORP NEW16.6K shares64.01%2025-12-312026-01-14 UPS UNITED PARCEL SERVICE INC25.2K shares-0.74%2025-12-312026-01-14 SCHD SCHWAB STRATEGIC TR90.5K shares-9.21%2025-12-312026-01-14 AXP AMERICAN EXPRESS CO6.7K shares8.99%2025-12-312026-01-14 RDVY FIRST TR EXCHANGE TRADED FD35.3K sharesnew addition2025-12-312026-01-14 RBLX ROBLOX CORP29.3K sharesnew addition2025-12-312026-01-14 VDC VANGUARD WORLD FD11.2K shares-2.43%2025-12-312026-01-14 IWB ISHARES TR6.3K shares-0.02%2025-12-312026-01-14 DFAS DIMENSIONAL ETF TRUST33.8K shares14.55%2025-12-312026-01-14 XOM EXXON MOBIL CORP19.5K shares21.66%2025-12-312026-01-14 PSLV SPROTT ASSET MANAGEMENT LP89.2K shares3.96%2025-12-312026-01-14 ITA ISHARES TR9.8K shares28.66%2025-12-312026-01-14 PG PROCTER AND GAMBLE CO14.2K shares354.31%2025-12-312026-01-14 WMT WALMART INC17.7K shares17.90%2025-12-312026-01-14 WFC WELLS FARGO CO NEW21.1K shares22.86%2025-12-312026-01-14 CSCO CISCO SYS INC25.3K shares91.80%2025-12-312026-01-14 BNDX VANGUARD CHARLOTTE FDS39.8K shares17.02%2025-12-312026-01-14 GS GOLDMAN SACHS GROUP INC2.1K shares14.13%2025-12-312026-01-14 XTEN BONDBLOXX ETF TRUST39.5K shares-2.63%2025-12-312026-01-14 PJUL INNOVATOR ETFS TRUST38.2K shares0.00%2025-12-312026-01-14 SLV ISHARES SILVER TR27.5K shares-4.00%2025-12-312026-01-14 IEV ISHARES TR25.2K shares-4.09%2025-12-312026-01-14 VWO VANGUARD INTL EQUITY INDEX F31.9K shares-0.45%2025-12-312026-01-14 CAT CATERPILLAR INC3.0K sharesnew addition2025-12-312026-01-14 V VISA INC4.8K shares35.51%2025-12-312026-01-14 VV VANGUARD INDEX FDS5.2K shares1.01%2025-12-312026-01-14 SUSL ISHARES TR13.4K shares0.00%2025-12-312026-01-14 ZNOV INNOVATOR ETFS TRUST59.9K shares-6.28%2025-12-312026-01-14 IBM INTERNATIONAL BUSINESS MACHS5.3K shares187.02%2025-12-312026-01-14 EMB ISHARES TR16.3K shares12.31%2025-12-312026-01-14 ENSG ENSIGN GROUP INC8.7K sharesnew addition2025-12-312026-01-14 IAGG ISHARES TR29.9K shares5.74%2025-12-312026-01-14 PHYS SPROTT ASSET MANAGEMENT LP41.7K shares-0.26%2025-12-312026-01-14 VTI VANGUARD INDEX FDS4.1K shares6.55%2025-12-312026-01-14 ZJUL INNOVATOR ETFS TRUST46.0K shares0.00%2025-12-312026-01-14 IGM ISHARES TR10.0K shares32.35%2025-12-312026-01-14 AIG AMERICAN INTL GROUP INC14.8K sharesnew addition2025-12-312026-01-14 PM PHILIP MORRIS INTL INC7.9K shares3.06%2025-12-312026-01-14 VZ VERIZON COMMUNICATIONS INC30.8K shares54.07%2025-12-312026-01-14 ITOT ISHARES TR8.4K shares1.37%2025-12-312026-01-14 DIA SPDR DOW JONES INDL AVERAGE2.6K shares37.27%2025-12-312026-01-14 ORCL ORACLE CORP6.3K shares12.47%2025-12-312026-01-14 HD HOME DEPOT INC3.6K shares107.71%2025-12-312026-01-14 YJUN FIRST TR EXCHNG TRADED FD VI47.5K shares0.00%2025-12-312026-01-14 NJUL INNOVATOR ETFS TRUST16.7K shares0.00%2025-12-312026-01-14 PLTR PALANTIR TECHNOLOGIES INC6.8K shares57.62%2025-12-312026-01-14 AMGN AMGEN INC3.7K shares21.88%2025-12-312026-01-14 DECW AIM ETF PRODUCTS TRUST34.5K shares-8.61%2025-12-312026-01-14 VGT VANGUARD WORLD FD1.5K sharesnew addition2025-12-312026-01-14 ZOCT INNOVATOR ETFS TRUST42.6K shares9.67%2025-12-312026-01-14 SDOG ALPS ETF TR18.6K shares2.84%2025-12-312026-01-14 BE BLOOM ENERGY CORP12.7K shares1.45%2025-12-312026-01-14 NFLX NETFLIX INC11.6K shares1226.26%2025-12-312026-01-14 ABBV ABBVIE INC4.6K shares85.22%2025-12-312026-01-14 JULW AIM ETF PRODUCTS TRUST26.9K shares0.00%2025-12-312026-01-14 WABC WESTAMERICA BANCORPORATION21.8K shares0.00%2025-12-312026-01-14 VLO VALERO ENERGY CORP6.4K sharesnew addition2025-12-312026-01-14 VTEB VANGUARD MUN BD FDS20.6K shares-25.81%2025-12-312026-01-14 TJUL INNOVATOR ETFS TRUST34.9K shares0.00%2025-12-312026-01-14 JAJL INNOVATOR ETFS TRUST35.4K shares0.00%2025-12-312026-01-14 IXN ISHARES TR9.7K shares-5.33%2025-12-312026-01-14 COWZ PACER FDS TR16.8K shares-2.31%2025-12-312026-01-14 IJH ISHARES TR15.0K shares287.50%2025-12-312026-01-14 BSCQ INVESCO EXCH TRD SLF IDX FD50.5K shares-2.79%2025-12-312026-01-14 EFA ISHARES TR10.1K shares7.43%2025-12-312026-01-14 BSCR INVESCO EXCH TRD SLF IDX FD48.6K shares-2.98%2025-12-312026-01-14 KO COCA COLA CO13.5K shares32.06%2025-12-312026-01-14 MA MASTERCARD INCORPORATED1.6K shares34.16%2025-12-312026-01-14 BSCS INVESCO EXCH TRD SLF IDX FD44.8K shares-2.83%2025-12-312026-01-14 TXN TEXAS INSTRS INC5.3K shares41.27%2025-12-312026-01-14 QCOM QUALCOMM INC5.4K shares171.74%2025-12-312026-01-14 JEPQ J P MORGAN EXCHANGE TRADED F15.6K shares307.82%2025-12-312026-01-14 CRM SALESFORCE INC3.3K shares12.81%2025-12-312026-01-14 LGLV SPDR SERIES TRUST5.0K shares-3.21%2025-12-312026-01-14 BSCT INVESCO EXCH TRD SLF IDX FD46.5K shares-2.45%2025-12-312026-01-14 AMAT APPLIED MATLS INC3.4K shares57.13%2025-12-312026-01-14 SCHW SCHWAB CHARLES CORP8.7K shares0.91%2025-12-312026-01-14 IBIT ISHARES BITCOIN TRUST ETF17.5K shares9.68%2025-12-312026-01-14 AGI ALAMOS GOLD INC NEW22.1K shares0.00%2025-12-312026-01-14 DE DEERE & CO1.8K shares76.97%2025-12-312026-01-14 TJAN INNOVATOR ETFS TRUST30.6K shares0.00%2025-12-312026-01-14 BKNG BOOKING HOLDINGS INC154 shares27.27%2025-12-312026-01-14 USB US BANCORP DEL15.3K sharesnew addition2025-12-312026-01-14 PRK PARK NATL CORP5.3K sharesnew addition2025-12-312026-01-14 ZAUG INNOVATOR ETFS TRUST29.7K shares0.00%2025-12-312026-01-14 IEFA ISHARES TR8.7K shares-4.36%2025-12-312026-01-14 VCV INVESCO CALIF VALUE MUN INCO69.2K shares1.76%2025-12-312026-01-14 EEM ISHARES TR14.0K shares7.91%2025-12-312026-01-14 OCTU AIM ETF PRODUCTS TRUST26.5K shares-12.89%2025-12-312026-01-14 VTV VANGUARD INDEX FDS3.9K shares8.16%2025-12-312026-01-14 TMO THERMO FISHER SCIENTIFIC INC1.3K shares-1.75%2025-12-312026-01-14 F FORD MTR CO56.8K shares0.34%2025-12-312026-01-14 WPM WHEATON PRECIOUS METALS CORP6.3K shares-17.60%2025-12-312026-01-14 IJR ISHARES TR6.2K shares162.25%2025-12-312026-01-14 VUG VANGUARD INDEX FDS1.5K shares12.30%2025-12-312026-01-14 ENB ENBRIDGE INC15.3K shares8.55%2025-12-312026-01-14 IWF ISHARES TR1.5K shares5.03%2025-12-312026-01-14 COF CAPITAL ONE FINL CORP3.0K sharesnew addition2025-12-312026-01-14 USMV ISHARES TR7.6K shares-52.29%2025-12-312026-01-14 ZAPR INNOVATOR ETFS TRUST27.7K shares0.00%2025-12-312026-01-14 JEPI J P MORGAN EXCHANGE TRADED F12.3K sharesnew addition2025-12-312026-01-14 XCEM COLUMBIA ETF TR II18.3K shares-33.98%2025-12-312026-01-14 VLUE ISHARES TR5.1K shares-2.47%2025-12-312026-01-14 EMGF ISHARES INC12.0K shares-8.50%2025-12-312026-01-14 TSM TAIWAN SEMICONDUCTOR MFG LTD2.2K shares5.95%2025-12-312026-01-14 VDE VANGUARD WORLD FD5.3K shares0.62%2025-12-312026-01-14 MCD MCDONALDS CORP2.2K shares79.23%2025-12-312026-01-14 T AT&T INC26.9K shares84.16%2025-12-312026-01-14 MUC BLACKROCK MUNIHLDNGS CALI QL62.4K shares20.61%2025-12-312026-01-14 MS MORGAN STANLEY3.7K shares83.54%2025-12-312026-01-14 IAUG INNOVATOR ETFS TRUST23.0K shares0.00%2025-12-312026-01-14 RTX RTX CORPORATION3.6K shares62.00%2025-12-312026-01-14 TJX TJX COS INC NEW4.2K shares0.64%2025-12-312026-01-14 LNG CHENIERE ENERGY INC3.4K shares21.19%2025-12-312026-01-14 XLF SELECT SECTOR SPDR TR11.9K sharesnew addition2025-12-312026-01-14 GLD SPDR GOLD TR1.6K shares2.18%2025-12-312026-01-14 XLG INVESCO EXCHANGE TRADED FD T11.0K sharesnew addition2025-12-312026-01-14 DIS DISNEY WALT CO5.7K shares-19.56%2025-12-312026-01-14 VCSH VANGUARD SCOTTSDALE FDS8.1K shares0.01%2025-12-312026-01-14 BAC BANK AMERICA CORP11.5K shares17.33%2025-12-312026-01-14 MAXJ ISHARES TR22.0K shares0.84%2025-12-312026-01-14 MU MICRON TECHNOLOGY INC2.2K shares12.84%2025-12-312026-01-14 LOW LOWES COS INC2.6K shares16.84%2025-12-312026-01-14 MAYW AIM ETF PRODUCTS TRUST18.3K shares0.00%2025-12-312026-01-14 EMXC ISHARES INC8.3K shares-20.42%2025-12-312026-01-14 BFZ BLACKROCK CALIF MUN INCOME T56.3K shares2.10%2025-12-312026-01-14 GOVT ISHARES TR26.2K shares17.60%2025-12-312026-01-14 UNH UNITEDHEALTH GROUP INC1.8K shares13.13%2025-12-312026-01-14 CEV EATON VANCE CALIF MUN INCOM58.2K shares5.11%2025-12-312026-01-14 LAMR LAMAR ADVERTISING CO NEW4.6K shares0.68%2025-12-312026-01-14 GSK PLC GSK PLC11.8K shares1.30%2025-12-312026-01-14 TFC TRUIST FINL CORP11.7K shares38.60%2025-12-312026-01-14 DFAU DIMENSIONAL ETF TRUST12.3K shares0.35%2025-12-312026-01-14 VOT VANGUARD INDEX FDS2.0K sharesnew addition2025-12-312026-01-14 CMCSA COMCAST CORP NEW18.8K shares-3.56%2025-12-312026-01-14 ZSEP INNOVATOR ETFS TRUST21.0K shares0.00%2025-12-312026-01-14 DFAI DIMENSIONAL ETF TRUST14.7K shares-2.70%2025-12-312026-01-14 PEP PEPSICO INC3.9K shares19.09%2025-12-312026-01-14 BIV VANGUARD BD INDEX FDS7.1K shares1.39%2025-12-312026-01-14 GBTC GRAYSCALE BITCOIN TRUST ETF7.9K shares0.00%2025-12-312026-01-14 HON HONEYWELL INTL INC2.7K shares38.03%2025-12-312026-01-14 SOXX ISHARES TR1.8K shares0.00%2025-12-312026-01-14 LCTU BLACKROCK ETF TRUST7.0K shares-0.61%2025-12-312026-01-14 IWM ISHARES TR2.1K shares59.20%2025-12-312026-01-14 SYSB ISHARES TR5.6K sharesnew addition2025-12-312026-01-14 APRW AIM ETF PRODUCTS TRUST14.3K shares0.00%2025-12-312026-01-14 WM WASTE MGMT INC DEL2.2K shares16.70%2025-12-312026-01-14 LMT LOCKHEED MARTIN CORP1.0K shares76.00%2025-12-312026-01-14 AVUV AMERICAN CENTY ETF TR4.7K shares0.00%2025-12-312026-01-14 LYG LLOYDS BANKING GROUP PLC89.7K shares-1.29%2025-12-312026-01-14 XLU SELECT SECTOR SPDR TR10.9K shares300.70%2025-12-312026-01-14 RMI RIVERNORTH OPPORTUNISTIC MUN32.5K shares0.00%2025-12-312026-01-14 SBUX STARBUCKS CORP5.5K shares-22.84%2025-12-312026-01-14 BDX BECTON DICKINSON & CO2.4K shares-39.32%2025-12-312026-01-14 ORLY OREILLY AUTOMOTIVE INC5.0K shares88.27%2025-12-312026-01-14 GNMA ISHARES TR10.1K shares-4.82%2025-12-312026-01-14 PAUG INNOVATOR ETFS TRUST10.3K shares0.00%2025-12-312026-01-14 IWD ISHARES TR2.1K shares28.91%2025-12-312026-01-14 AEM AGNICO EAGLE MINES LTD2.6K shares-9.16%2025-12-312026-01-14 HII HUNTINGTON INGALLS INDS INC1.3K shares-0.85%2025-12-312026-01-14 KKR & CO INC KKR & CO INC3.4K shares-1.46%2025-12-312026-01-14 IFRA ISHARES TR8.2K shares-20.83%2025-12-312026-01-14 ITW ILLINOIS TOOL WKS INC1.7K shares89.69%2025-12-312026-01-14 PFE PFIZER INC17.2K shares-5.66%2025-12-312026-01-14 SIZE ISHARES TR2.6K shares0.46%2025-12-312026-01-14 RY ROYAL BK CDA2.5K sharesnew addition2025-12-312026-01-14 MO ALTRIA GROUP INC7.3K shares47.65%2025-12-312026-01-14 DFAC DIMENSIONAL ETF TRUST10.6K sharesnew addition2025-12-312026-01-14 JMOM J P MORGAN EXCHANGE TRADED F6.1K shares0.00%2025-12-312026-01-14 VT VANGUARD INTL EQUITY INDEX F2.9K sharesnew addition2025-12-312026-01-14 XLI SELECT SECTOR SPDR TR2.6K sharesnew addition2025-12-312026-01-14 SYY SYSCO CORP5.5K shares40.63%2025-12-312026-01-14 PJUN INNOVATOR ETFS TRUST9.7K shares0.00%2025-12-312026-01-14 FIS FIDELITY NATL INFORMATION SV6.1K shares23.98%2025-12-312026-01-14 AMD ADVANCED MICRO DEVICES INC1.9K sharesnew addition2025-12-312026-01-14 NSC NORFOLK SOUTHN CORP1.4K shares106.57%2025-12-312026-01-14 COP CONOCOPHILLIPS4.3K shares27.47%2025-12-312026-01-14 ESGE ISHARES INC9.0K shares16.24%2025-12-312026-01-14 HDV ISHARES TR3.2K shares0.06%2025-12-312026-01-14 OMC OMNICOM GROUP INC4.9K shares-29.69%2025-12-312026-01-14 VBR VANGUARD INDEX FDS1.8K sharesnew addition2025-12-312026-01-14 MCK MCKESSON CORP468 shares12.23%2025-12-312026-01-14 IQV IQVIA HLDGS INC1.7K shares-0.23%2025-12-312026-01-14 AZN ASTRAZENECA PLC4.1K sharesnew addition2025-12-312026-01-14 MARW AIM ETF PRODUCTS TRUST11.1K shares0.00%2025-12-312026-01-14 AMT AMERICAN TOWER CORP NEW2.1K shares-17.01%2025-12-312026-01-14 ETR ENTERGY CORP NEW4.0K shares-46.60%2025-12-312026-01-14 ABT ABBOTT LABS3.0K shares24.89%2025-12-312026-01-14 NNOV INNOVATOR ETFS TRUST12.8K shares0.00%2025-12-312026-01-14 ISRG INTUITIVE SURGICAL INC648 sharesnew addition2025-12-312026-01-14 ADP AUTOMATIC DATA PROCESSING IN1.4K shares12.52%2025-12-312026-01-14 VNQ VANGUARD INDEX FDS4.1K sharesnew addition2025-12-312026-01-14 GE AEROSPACE GE AEROSPACE1.2K shares13.57%2025-12-312026-01-14 FTC FIRST TR EXCHANGE-TRADED ALP2.2K shares0.00%2025-12-312026-01-14 NVS NOVARTIS AG2.6K shares22.58%2025-12-312026-01-14 AAPR INNOVATOR ETFS TRUST12.5K shares0.00%2025-12-312026-01-14 PMAR INNOVATOR ETFS TRUST7.9K shares0.00%2025-12-312026-01-14 BND VANGUARD BD INDEX FDS4.7K sharesnew addition2025-12-312026-01-14 BALL BALL CORP6.6K shares0.20%2025-12-312026-01-14 XLY SELECT SECTOR SPDR TR2.9K sharesnew addition2025-12-312026-01-14 DECU AIM ETF PRODUCTS TRUST12.6K shares0.00%2025-12-312026-01-14 TLT ISHARES TR4.0K shares25.08%2025-12-312026-01-14 ZFEB INNOVATOR ETFS TRUST13.6K shares0.00%2025-12-312026-01-14 ADBE ADOBE INC974 shares63.15%2025-12-312026-01-14 IBDT ISHARES TR13.2K shares0.00%2025-12-312026-01-14 MLM MARTIN MARIETTA MATLS INC536 shares28.54%2025-12-312026-01-14 DSI ISHARES TR2.6K shares-1.97%2025-12-312026-01-14 SBRA SABRA HEALTH CARE REIT INC17.5K sharesnew addition2025-12-312026-01-14 FEZ SPDR INDEX SHS FDS5.1K shares5.09%2025-12-312026-01-14 AJUL INNOVATOR ETFS TRUST11.4K shares0.00%2025-12-312026-01-14 SFLR INNOVATOR ETFS TRUST8.9K sharesnew addition2025-12-312026-01-14 EBAY EBAY INC.3.8K shares69.92%2025-12-312026-01-14 AVUS AMERICAN CENTY ETF TR2.9K shares0.00%2025-12-312026-01-14 CL COLGATE PALMOLIVE CO4.2K shares58.46%2025-12-312026-01-14 SYK STRYKER CORPORATION933 sharesnew addition2025-12-312026-01-14 BK BANK NEW YORK MELLON CORP2.8K shares37.06%2025-12-312026-01-14 FNV FRANCO NEV CORP1.6K shares-18.14%2025-12-312026-01-14 SDY SPDR SERIES TRUST2.3K shares24.30%2025-12-312026-01-14 ISHARES TR ISHARES TR12.5K sharesnew addition2025-12-312026-01-14 AVDE AMERICAN CENTY ETF TR3.9K shares0.00%2025-12-312026-01-14 XLE SELECT SECTOR SPDR TR7.0K sharesnew addition2025-12-312026-01-14 PDEC INNOVATOR ETFS TRUST7.2K shares0.00%2025-12-312026-01-14 FCX FREEPORT-MCMORAN INC6.2K shares5.90%2025-12-312026-01-14 VBK VANGUARD INDEX FDS1.0K sharesnew addition2025-12-312026-01-14 XLP SELECT SECTOR SPDR TR4.0K sharesnew addition2025-12-312026-01-14 APD AIR PRODS & CHEMS INC1.3K shares-31.19%2025-12-312026-01-14 ADI ANALOG DEVICES INC1.1K shares30.00%2025-12-312026-01-14 SHEL SHELL PLC4.2K sharesnew addition2025-12-312026-01-14 CRWD CROWDSTRIKE HLDGS INC655 shares0.46%2025-12-312026-01-14 AGG ISHARES TR3.1K shares-16.92%2025-12-312026-01-14 HFSI HARTFORD FDS EXCHANGE TRADED8.5K sharesnew addition2025-12-312026-01-14 SRE SEMPRA3.4K shares6.13%2025-12-312026-01-14 ICVT ISHARES TR3.0K shares12.57%2025-12-312026-01-14 ARCC ARES CAPITAL CORP14.8K shares-15.39%2025-12-312026-01-14 AFL AFLAC INC2.7K sharesnew addition2025-12-312026-01-14 LHX L3HARRIS TECHNOLOGIES INC1.0K shares28.35%2025-12-312026-01-14 MDY SPDR S&P MIDCAP 400 ETF TR485 shares0.00%2025-12-312026-01-14 QQQM INVESCO EXCH TRADED FD TR II1.2K shares-7.32%2025-12-312026-01-14 ALPS ETF TR ALPS ETF TR6.2K shares1.72%2025-12-312026-01-14 IWP ISHARES TR2.1K shares0.00%2025-12-312026-01-14 KMI KINDER MORGAN INC DEL10.5K sharesnew addition2025-12-312026-01-14 SCHB SCHWAB STRATEGIC TR10.9K shares-2.44%2025-12-312026-01-14 STRV EA SERIES TRUST6.5K shares-16.97%2025-12-312026-01-14 VGK VANGUARD INTL EQUITY INDEX F3.4K shares0.78%2025-12-312026-01-14 CMG CHIPOTLE MEXICAN GRILL INC7.6K shares35.51%2025-12-312026-01-14 INTU INTUIT423 sharesnew addition2025-12-312026-01-14 MART AIM ETF PRODUCTS TRUST7.2K shares0.00%2025-12-312026-01-14 PAPR INNOVATOR ETFS TRUST7.1K shares0.00%2025-12-312026-01-14 EJAN INNOVATOR ETFS TRUST8.2K shares0.00%2025-12-312026-01-14 QCJA FIRST TR EXCHNG TRADED FD VI12.4K shares0.00%2025-12-312026-01-14 XLK SELECT SECTOR SPDR TR1.9K sharesnew addition2025-12-312026-01-14 W WAYFAIR INC2.7K shares0.00%2025-12-312026-01-14 ADSK AUTODESK INC904 shares-0.33%2025-12-312026-01-14 PPA INVESCO EXCHANGE TRADED FD T1.7K shares14.25%2025-12-312026-01-14 DOC HEALTHPEAK PROPERTIES INC16.6K shares-26.70%2025-12-312026-01-14 GPC GENUINE PARTS CO2.2K shares-22.37%2025-12-312026-01-14 NUE NUCOR CORP1.6K shares1.13%2025-12-312026-01-14 BSX BOSTON SCIENTIFIC CORP2.7K shares-1.08%2025-12-312026-01-14 LINDE PLC LINDE PLC613 sharesnew addition2025-12-312026-01-14 BSM BLACK STONE MINERALS L P19.7K shares-8.28%2025-12-312026-01-14 HIMU BLACKROCK ETF TRUST II5.3K shares16.64%2025-12-312026-01-14 MPC MARATHON PETE CORP1.6K sharesnew addition2025-12-312026-01-14 LII LENNOX INTL INC529 shares-0.19%2025-12-312026-01-14 FFEB FIRST TR EXCHNG TRADED FD VI4.5K shares0.00%2025-12-312026-01-14 MCHP MICROCHIP TECHNOLOGY INC.3.9K sharesnew addition2025-12-312026-01-14 AG FIRST MAJESTIC SILVER CORP14.8K shares-26.60%2025-12-312026-01-14 CHKP CHECK POINT SOFTWARE TECH LT1.3K shares33.37%2025-12-312026-01-14 IJUL INNOVATOR ETFS TRUST7.3K shares0.00%2025-12-312026-01-14 FXL FIRST TR EXCHANGE TRADED FD1.5K shares0.00%2025-12-312026-01-14 SCHF SCHWAB STRATEGIC TR10.1K shares-1.52%2025-12-312026-01-14 GEV GE VERNOVA INC371 sharesnew addition2025-12-312026-01-14 THM INTERNATIONAL TOWER HILL MIN129.7K shares0.00%2025-12-312026-01-14 AOCT INNOVATOR ETFS TRUST9.1K shares0.00%2025-12-312026-01-14 BJUN INNOVATOR ETFS TRUST5.1K shares0.00%2025-12-312026-01-14 CIBR FIRST TR EXCHANGE TRADED FD3.3K shares0.00%2025-12-312026-01-14 LPLA LPL FINL HLDGS INC661 sharesnew addition2025-12-312026-01-14 XLV SELECT SECTOR SPDR TR1.5K sharesnew addition2025-12-312026-01-14 USXF ISHARES TR4.1K shares-5.98%2025-12-312026-01-14 BA BOEING CO1.1K sharesnew addition2025-12-312026-01-14 CVS CVS HEALTH CORP2.9K sharesnew addition2025-12-312026-01-14 AVDV AMERICAN CENTY ETF TR2.4K shares0.00%2025-12-312026-01-14 IBDR ISHARES TR9.4K shares0.00%2025-12-312026-01-14 UNILEVER PLC UNILEVER PLC3.5K sharesnew addition2025-12-312026-01-14 SCHX SCHWAB STRATEGIC TR8.4K shares0.06%2025-12-312026-01-14 ES EVERSOURCE ENERGY3.3K shares-0.42%2025-12-312026-01-14 FI FISERV INC3.3K shares44.57%2025-12-312026-01-14 SEPU AIM ETF PRODUCTS TRUST7.7K shares0.00%2025-12-312026-01-14 FTCS FIRST TR EXCHANGE-TRADED FD2.4K shares0.25%2025-12-312026-01-14 APP APPLOVIN CORP325 shares-0.31%2025-12-312026-01-14 DBEU DBX ETF TR4.5K shares1.20%2025-12-312026-01-14 SCHG SCHWAB STRATEGIC TR6.7K shares-1.80%2025-12-312026-01-14 QQQX NUVEEN NASDAQ 100 DYNAMIC OV7.6K shares2.39%2025-12-312026-01-14 DFAT DIMENSIONAL ETF TRUST3.6K shares0.14%2025-12-312026-01-14 FCAL FIRST TR EXCH TRADED FD III4.4K shares0.83%2025-12-312026-01-14 IBDS ISHARES TR8.9K shares0.00%2025-12-312026-01-14 PEG PUBLIC SVC ENTERPRISE GRP IN2.7K shares2.70%2025-12-312026-01-14 INTC INTEL CORP5.8K sharesnew addition2025-12-312026-01-14 PFEB INNOVATOR ETFS TRUST5.2K shares0.00%2025-12-312026-01-14 BABA ALIBABA GROUP HLDG LTD1.4K shares5.58%2025-12-312026-01-14 AUGW AIM ETF PRODUCTS TRUST6.4K shares0.00%2025-12-312026-01-14 FSM FORTUNA MNG CORP21.0K shares-26.97%2025-12-312026-01-14 CLF CLEVELAND-CLIFFS INC NEW15.5K shares0.00%2025-12-312026-01-14 VHT VANGUARD WORLD FD708 sharesnew addition2025-12-312026-01-14 AON PLC AON PLC575 sharesnew addition2025-12-312026-01-14 NKE NIKE INC3.2K sharesnew addition2025-12-312026-01-14 MDYV SPDR SERIES TRUST2.4K shares-1.45%2025-12-312026-01-14 SVM SILVERCORP METALS INC20.4K shares-26.83%2025-12-312026-01-14 BCRX BIOCRYST PHARMACEUTICALS INC20.0K shares0.00%2025-12-312026-01-14 FFWM FIRST FNDTN INC16.3K sharesnew addition2025-12-312026-01-14 NG NOVAGOLD RES INC10.2K shares-49.47%2025-12-312026-01-14 TMQ TRILOGY METALS INC NEW21.1K shares7.65%2025-12-312026-01-14 OGN ORGANON & CO11.5K sharesnew addition2025-12-312026-01-14 NB NIOCORP DEVS LTD15.1K shares0.00%2025-12-312026-01-14 BITF BITFARMS LTD23.5K shares-4.67%2025-12-312026-01-14 AREC AMERICAN RES CORP13.5K shares0.00%2025-12-312026-01-14 IAUX I-80 GOLD CORP17.2K sharesnew addition2025-12-312026-01-14 PLUG PLUG POWER INC10.6K shares0.00%2025-12-312026-01-14 URG UR-ENERGY INC10.3K sharesnew addition2025-12-312026-01-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available