The Analysis of Cyr Financial Inc.'s Holdings


Currently, Cyr Financial Inc. holds 58 types of securities in its portfolio with a total value $160.4M. In the most recent quarter, they have increased their positions in FDVV (+138.8K shares, valued at $7.9M), EDIV (+102.8K shares, valued at $4.0M), SPAB (+89.8K shares, valued at $2.3M); decreased their positions in SCHD (-225.4K shares, valued at $6.2M), EWX (-67.2K shares, valued at $4.4M), XLG (-12.3K shares, valued at $729.9K); initiated new positions in FDVV (+138.8K shares, valued at $7.9M), EDIV (+102.8K shares, valued at $4.0M), PLTR (+6.3K shares, valued at $1.1M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
COWZ PACER FDS TR240.1K shares7.66%2025-12-312026-01-16history
XLG INVESCO EXCHANGE TRADED FD T230.9K shares-5.06%2025-12-312026-01-16history
BND VANGUARD BD INDEX FDS165.7K shares21.81%2025-12-312026-01-16history
UITB VICTORY PORTFOLIOS II257.8K shares23.17%2025-12-312026-01-16history
SPAB SPDR SERIES TRUST471.2K shares23.53%2025-12-312026-01-16history
FBND FIDELITY MERRIMACK STR TR262.8K shares23.39%2025-12-312026-01-16history
IDMO INVESCO EXCH TRADED FD TR II176.4K shares8.41%2025-12-312026-01-16history
HEFA ISHARES TR230.9K shares8.58%2025-12-312026-01-16history
Sponsored
FDVV FIDELITY COVINGTON TRUST138.8K sharesnew addition2025-12-312026-01-16history
INVESCO QQQ TR INVESCO QQQ TR11.2K shares7.44%2025-12-312026-01-16history
RWJ INVESCO EXCH TRADED FD TR II125.1K shares5.34%2025-12-312026-01-16history
EDIV SPDR INDEX SHS FDS102.8K sharesnew addition2025-12-312026-01-16history
GE AEROSPACE GE AEROSPACE4.7K shares-9.38%2025-12-312026-01-16history
IBDU ISHARES TR61.6K shares0.75%2025-12-312026-01-16history
IBDT ISHARES TR55.4K shares-1.71%2025-12-312026-01-16history
TSLA TESLA INC3.1K shares-2.77%2025-12-312026-01-16history
Sponsored
MSFT MICROSOFT CORP2.9K shares3.70%2025-12-312026-01-16history
XOM EXXON MOBIL CORP11.2K shares9.55%2025-12-312026-01-16history
JPM JPMORGAN CHASE & CO.4.0K shares2.08%2025-12-312026-01-16history
ALPHABET INC ALPHABET INC4.1K shares-24.52%2025-12-312026-01-16history
AAPL APPLE INC4.6K shares-0.43%2025-12-312026-01-16history
NVDA NVIDIA CORPORATION6.7K shares-13.66%2025-12-312026-01-16history
BROADCOM INC BROADCOM INC3.5K shares-21.47%2025-12-312026-01-16history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.4K shares16.95%2025-12-312026-01-16history
Sponsored
AMZN AMAZON COM INC5.1K shares7.69%2025-12-312026-01-16history
LLY ELI LILLY & CO1.1K shares-3.32%2025-12-312026-01-16history
CSCO CISCO SYS INC14.8K shares0.22%2025-12-312026-01-16history
PLTR PALANTIR TECHNOLOGIES INC6.3K sharesnew addition2025-12-312026-01-16history
VTEB VANGUARD MUN BD FDS22.1K shares10.78%2025-12-312026-01-16history
JMUB J P MORGAN EXCHANGE TRADED F21.9K shares12.62%2025-12-312026-01-16history
META META PLATFORMS INC1.7K shares17.33%2025-12-312026-01-16history
SPMO INVESCO EXCH TRADED FD TR II9.1K shares-3.63%2025-12-312026-01-16history
Sponsored
MUB ISHARES TR10.0K shares3.81%2025-12-312026-01-16history
UBER UBER TECHNOLOGIES INC13.0K shares6.60%2025-12-312026-01-16history
CPSD CALAMOS ETF TR39.3K shares-2.78%2025-12-312026-01-16history
ABBV ABBVIE INC4.4K sharesnew addition2025-12-312026-01-16history
WMT WALMART INC8.7K sharesnew addition2025-12-312026-01-16history
TJX TJX COS INC NEW6.1K sharesnew addition2025-12-312026-01-16history
ORCL ORACLE CORP4.5K sharesnew addition2025-12-312026-01-16history
IBHI ISHARES TR36.9K shares-4.71%2025-12-312026-01-16history
Sponsored
EWX SPDR INDEX SHS FDS11.3K shares-85.61%2025-12-312026-01-16history
PULS PGIM ETF TR12.1K shares-5.45%2025-12-312026-01-16history
IWY ISHARES TR2.0K shares-1.99%2025-12-312026-01-16history
SCHD SCHWAB STRATEGIC TR18.8K shares-92.28%2025-12-312026-01-16history
CAT CATERPILLAR INC812 shares0.12%2025-12-312026-01-16history
VANGUARD INDEX FDS VANGUARD INDEX FDS724 shares0.14%2025-12-312026-01-16history
CEG CONSTELLATION ENERGY CORP1.2K shares0.00%2025-12-312026-01-16history
IBDV ISHARES TR15.6K sharesnew addition2025-12-312026-01-16history
Sponsored
ITDC ISHARES TR10.1K shares-6.39%2025-12-312026-01-16history
IBTJ ISHARES TR15.5K shares-13.39%2025-12-312026-01-16history
IBHH ISHARES TR11.5K shares-12.80%2025-12-312026-01-16history
NFLX NETFLIX INC2.6K shares216.65%2025-12-312026-01-16history
IQLT ISHARES TR5.4K shares-28.51%2025-12-312026-01-16history
ITDH ISHARES TR5.9K shares3.84%2025-12-312026-01-16history
CPNJ CALAMOS ETF TR8.1K shares0.00%2025-12-312026-01-16history
TFLO ISHARES TR4.3K shares4.82%2025-12-312026-01-16history
Sponsored
IBTI ISHARES TR9.5K shares-18.55%2025-12-312026-01-16history
CAIE CALAMOS ETF TR7.5K sharesnew addition2025-12-312026-01-16history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available