The Analysis of Dakota Wealth Management's Holdings
Currently, Dakota Wealth Management holds 645 types of securities in its portfolio with a total value $5.0B. In the most recent quarter, they have increased their positions in N/A (+1.4M shares, valued at $35.9M), CSCO (+210.1K shares, valued at $14.4M), SPY (+18.7K shares, valued at $12.4M); decreased their positions in AJG (-53.6K shares, valued at $16.6M), MCK (-17.7K shares, valued at $13.7M), ORCL (-47.9K shares, valued at $13.5M); initiated new positions in N/A (+1.4M shares, valued at $35.9M), EL (+67.9K shares, valued at $6.0M), HOOD (+41.7K shares, valued at $6.0M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
KLAC KLA CORP873.1K shares-0.13%2025-09-302025-11-10
IVV ISHARES TR265.9K shares-1.38%2025-09-302025-11-10 AAPL APPLE INC580.0K shares-0.36%2025-09-302025-11-10 MSFT MICROSOFT CORP236.0K shares-3.84%2025-09-302025-11-10 BIL SPDR SERIES TRUST1.3M shares1.78%2025-09-302025-11-10 AMZN AMAZON COM INC353.3K shares-8.66%2025-09-302025-11-10 JPM JPMORGAN CHASE & CO.238.9K shares-5.37%2025-09-302025-11-10 RSP INVESCO EXCHANGE TRADED FD T377.9K shares-0.57%2025-09-302025-11-10 NVDA NVIDIA CORPORATION371.4K shares-11.76%2025-09-302025-11-10 SPY SPDR S&P 500 ETF TR99.4K shares23.12%2025-09-302025-11-10 META META PLATFORMS INC78.4K shares1.97%2025-09-302025-11-10 SPSM SPDR SERIES TRUST1.2M shares9.66%2025-09-302025-11-10 GOOGL ALPHABET INC230.1K shares20.79%2025-09-302025-11-10 IGIB ISHARES TR983.2K shares20.26%2025-09-302025-11-10 SPDW SPDR INDEX SHS FDS1.2M shares11.56%2025-09-302025-11-10 COST COSTCO WHSL CORP NEW53.1K shares-3.34%2025-09-302025-11-10 V VISA INC137.5K shares-6.06%2025-09-302025-11-10 QQQ INVESCO QQQ TR74.5K shares-13.02%2025-09-302025-11-10 VXUS VANGUARD STAR FDS583.7K shares1.48%2025-09-302025-11-10 AGG ISHARES TR413.2K shares25.48%2025-09-302025-11-10 NFLX NETFLIX INC33.8K shares-0.54%2025-09-302025-11-10 XLF SELECT SECTOR SPDR TR750.6K shares-2.21%2025-09-302025-11-10 IWM ISHARES TR165.5K shares-9.26%2025-09-302025-11-10 IGSB ISHARES TR744.5K shares8.35%2025-09-302025-11-10 GOOG ALPHABET INC155.9K shares-5.86%2025-09-302025-11-10 AVGO BROADCOM INC114.9K shares-14.31%2025-09-302025-11-10 IWR ISHARES TR375.3K shares-14.70%2025-09-302025-11-10 XLK SELECT SECTOR SPDR TR126.7K shares-3.73%2025-09-302025-11-10 SPYV SPDR SERIES TRUST628.6K shares-1.09%2025-09-302025-11-10 MBB ISHARES TR363.6K shares20.92%2025-09-302025-11-10 SPYG SPDR SERIES TRUST322.1K shares-6.28%2025-09-302025-11-10 PFF ISHARES TR1.0M shares-5.65%2025-09-302025-11-10 BRK.B BERKSHIRE HATHAWAY INC DEL64.0K shares-28.49%2025-09-302025-11-10 CAT CATERPILLAR INC64.0K shares-15.40%2025-09-302025-11-10 CSCO CISCO SYS INC440.8K shares91.06%2025-09-302025-11-10 XOM EXXON MOBIL CORP261.8K shares6.63%2025-09-302025-11-10 ORCL ORACLE CORP103.5K shares-31.63%2025-09-302025-11-10 TIP ISHARES TR258.2K shares-7.63%2025-09-302025-11-10 SHY ISHARES TR333.1K shares5.38%2025-09-302025-11-10 ABT ABBOTT LABS202.8K shares13.81%2025-09-302025-11-10 VOT VANGUARD INDEX FDS86.5K shares0.90%2025-09-302025-11-10 LLY ELI LILLY & CO33.2K shares-9.40%2025-09-302025-11-10 IAU ISHARES GOLD TR343.1K shares-0.40%2025-09-302025-11-10 SPMD SPDR SERIES TRUST431.2K shares24.00%2025-09-302025-11-10 JPST J P MORGAN EXCHANGE TRADED F455.1K shares7.45%2025-09-302025-11-10 VUG VANGUARD INDEX FDS46.2K shares-5.97%2025-09-302025-11-10 HD HOME DEPOT INC53.3K shares47.19%2025-09-302025-11-10 BK BANK NEW YORK MELLON CORP196.4K shares11.23%2025-09-302025-11-10 NEM NEWMONT CORP235.6K shares-2.72%2025-09-302025-11-10 JNJ JOHNSON & JOHNSON104.1K shares-7.23%2025-09-302025-11-10 TJX TJX COS INC NEW133.5K shares13.68%2025-09-302025-11-10 PWR QUANTA SVCS INC46.4K shares134.59%2025-09-302025-11-10 GE GE AEROSPACE63.0K shares10.18%2025-09-302025-11-10 ORLY OREILLY AUTOMOTIVE INC165.2K shares-25.15%2025-09-302025-11-10 VTI VANGUARD INDEX FDS53.8K shares2.35%2025-09-302025-11-10 HWM HOWMET AEROSPACE INC87.4K shares-10.49%2025-09-302025-11-10 VTV VANGUARD INDEX FDS90.2K shares-10.46%2025-09-302025-11-10 APP APPLOVIN CORP23.1K shares14.78%2025-09-302025-11-10 SPOT SPOTIFY TECHNOLOGY S A23.7K shares-26.75%2025-09-302025-11-10 VGIT VANGUARD SCOTTSDALE FDS274.5K shares8.91%2025-09-302025-11-10 EZU ISHARES INC263.3K shares46.67%2025-09-302025-11-10 GS GOLDMAN SACHS GROUP INC20.2K shares23.84%2025-09-302025-11-10 IWF ISHARES TR34.3K shares-5.85%2025-09-302025-11-10 MDT MEDTRONIC PLC156.7K shares109.46%2025-09-302025-11-10 SPYD SPDR SERIES TRUST339.0K shares1.64%2025-09-302025-11-10 TMUS T-MOBILE US INC61.3K shares12.77%2025-09-302025-11-10 CASY CASEYS GEN STORES INC25.8K shares-3.07%2025-09-302025-11-10 WM WASTE MGMT INC DEL65.8K shares-36.92%2025-09-302025-11-10 VIG VANGUARD SPECIALIZED FUNDS66.5K shares-6.25%2025-09-302025-11-10 ANET ARISTA NETWORKS INC97.3K shares88.96%2025-09-302025-11-10 PGR PROGRESSIVE CORP52.9K shares-39.50%2025-09-302025-11-10 PG PROCTER AND GAMBLE CO84.7K shares11.73%2025-09-302025-11-10 TLT ISHARES TR145.2K shares9.01%2025-09-302025-11-10 MUB ISHARES TR121.6K shares8.57%2025-09-302025-11-10 SCHD SCHWAB STRATEGIC TR463.3K shares-9.46%2025-09-302025-11-10 SUB ISHARES TR116.2K shares-0.70%2025-09-302025-11-10 CBOE CBOE GLOBAL MKTS INC50.0K shares32.19%2025-09-302025-11-10 QCOM QUALCOMM INC72.7K shares159.37%2025-09-302025-11-10 XLV SELECT SECTOR SPDR TR86.7K shares-8.83%2025-09-302025-11-10 BSX BOSTON SCIENTIFIC CORP122.6K shares-48.63%2025-09-302025-11-10 VEU VANGUARD INTL EQUITY INDEX F163.8K shares-3.19%2025-09-302025-11-10 DE DEERE & CO25.1K shares-3.10%2025-09-302025-11-10 COR CENCORA INC36.0K shares-4.66%2025-09-302025-11-10 CVX CHEVRON CORP NEW72.4K shares0.23%2025-09-302025-11-10 XLE SELECT SECTOR SPDR TR121.5K shares-16.82%2025-09-302025-11-10 DIS DISNEY WALT CO93.7K shares-1.50%2025-09-302025-11-10 SO SOUTHERN CO112.5K shares-19.85%2025-09-302025-11-10 PANW PALO ALTO NETWORKS INC52.3K shares14.71%2025-09-302025-11-10 IBM INTERNATIONAL BUSINESS MACHS37.0K shares-54.18%2025-09-302025-11-10 NEE NEXTERA ENERGY INC137.2K shares0.87%2025-09-302025-11-10 XLI SELECT SECTOR SPDR TR67.0K shares-1.51%2025-09-302025-11-10 XLC SELECT SECTOR SPDR TR86.1K shares-5.45%2025-09-302025-11-10 CB CHUBB LIMITED36.0K shares13.76%2025-09-302025-11-10 UBER UBER TECHNOLOGIES INC102.7K shares74.54%2025-09-302025-11-10 BAC BANK AMERICA CORP192.1K shares-20.09%2025-09-302025-11-10 XLB SELECT SECTOR SPDR TR109.7K shares-40.14%2025-09-302025-11-10 GLD SPDR GOLD TR27.6K shares9.88%2025-09-302025-11-10 ROL ROLLINS INC166.9K shares19.19%2025-09-302025-11-10 ABBV ABBVIE INC42.3K shares-0.65%2025-09-302025-11-10 MCD MCDONALDS CORP32.1K shares-6.88%2025-09-302025-11-10 BX BLACKSTONE INC57.0K shares16.89%2025-09-302025-11-10 COF CAPITAL ONE FINL CORP45.1K shares-5.01%2025-09-302025-11-10 AJG GALLAGHER ARTHUR J & CO30.7K shares-63.60%2025-09-302025-11-10 VOO VANGUARD INDEX FDS15.4K shares-13.55%2025-09-302025-11-10 WMT WALMART INC90.2K shares-10.59%2025-09-302025-11-10 AMGN AMGEN INC32.4K shares-25.34%2025-09-302025-11-10 XLU SELECT SECTOR SPDR TR104.7K shares-5.11%2025-09-302025-11-10 UNH UNITEDHEALTH GROUP INC26.4K shares65.34%2025-09-302025-11-10 PFE PFIZER INC348.4K shares33.44%2025-09-302025-11-10 NOW SERVICENOW INC9.6K shares3.40%2025-09-302025-11-10 SRE SEMPRA96.2K shares18.87%2025-09-302025-11-10 VHT VANGUARD WORLD FD31.9K shares-11.50%2025-09-302025-11-10 ZTS ZOETIS INC55.6K shares-9.84%2025-09-302025-11-10 WTW WILLIS TOWERS WATSON PLC LTD23.4K shares-2.42%2025-09-302025-11-10 MS MORGAN STANLEY50.8K shares366.40%2025-09-302025-11-10 PTC PTC INC39.0K shares31.25%2025-09-302025-11-10 CRM SALESFORCE INC33.4K shares9.31%2025-09-302025-11-10 CMI CUMMINS INC18.6K shares-3.79%2025-09-302025-11-10 IJJ ISHARES TR58.7K shares4.18%2025-09-302025-11-10 LHX L3HARRIS TECHNOLOGIES INC24.9K shares-4.37%2025-09-302025-11-10 MELI MERCADOLIBRE INC3.2K shares-28.73%2025-09-302025-11-10 AVUV AMERICAN CENTY ETF TR76.2K shares8.61%2025-09-302025-11-10 PEP PEPSICO INC52.1K shares-8.08%2025-09-302025-11-10 ACN ACCENTURE PLC IRELAND29.5K shares-19.91%2025-09-302025-11-10 AMD ADVANCED MICRO DEVICES INC45.0K shares24.78%2025-09-302025-11-10 RMD RESMED INC26.3K shares44.47%2025-09-302025-11-10 ARKB ARK 21SHARES BITCOIN ETF188.0K shares0.00%2025-09-302025-11-10 VZ VERIZON COMMUNICATIONS INC162.6K shares-4.32%2025-09-302025-11-10 MA MASTERCARD INCORPORATED12.1K shares-7.83%2025-09-302025-11-10 WRB BERKLEY W R CORP89.4K shares17.08%2025-09-302025-11-10 SHYD VANECK ETF TRUST298.7K shares4.76%2025-09-302025-11-10 KMI KINDER MORGAN INC DEL240.9K shares-4.90%2025-09-302025-11-10 MDY SPDR S&P MIDCAP 400 ETF TR11.4K shares-3.79%2025-09-302025-11-10 PNR PENTAIR PLC60.3K shares-6.28%2025-09-302025-11-10 QGRO AMERICAN CENTY ETF TR56.7K shares-9.87%2025-09-302025-11-10 PAYC PAYCOM SOFTWARE INC30.6K shares18.22%2025-09-302025-11-10 VRT VERTIV HOLDINGS CO41.5K shares753.41%2025-09-302025-11-10 ITOT ISHARES TR42.4K shares32.29%2025-09-302025-11-10 EL LAUDER ESTEE COS INC67.9K sharesnew addition2025-09-302025-11-10 HOOD ROBINHOOD MKTS INC41.7K sharesnew addition2025-09-302025-11-10 TSLA TESLA INC13.4K shares-12.61%2025-09-302025-11-10 XLY SELECT SECTOR SPDR TR24.8K shares-4.30%2025-09-302025-11-10 AEP AMERICAN ELEC PWR CO INC52.6K shares-5.01%2025-09-302025-11-10 HON HONEYWELL INTL INC27.4K shares-13.04%2025-09-302025-11-10 DPZ DOMINOS PIZZA INC13.3K shares19.96%2025-09-302025-11-10 USMV ISHARES TR60.4K shares-8.67%2025-09-302025-11-10 IJR ISHARES TR47.6K shares-39.48%2025-09-302025-11-10 VGT VANGUARD WORLD FD7.5K shares17.06%2025-09-302025-11-10 PSX PHILLIPS 6640.7K shares-7.33%2025-09-302025-11-10 SCHG SCHWAB STRATEGIC TR172.8K shares-7.50%2025-09-302025-11-10 HSY HERSHEY CO28.5K shares-3.81%2025-09-302025-11-10 KO COCA COLA CO80.0K shares-34.08%2025-09-302025-11-10 COP CONOCOPHILLIPS55.0K shares-10.12%2025-09-302025-11-10 VPU VANGUARD WORLD FD27.3K shares3.27%2025-09-302025-11-10 AXP AMERICAN EXPRESS CO14.9K shares-6.77%2025-09-302025-11-10 SYK STRYKER CORPORATION13.2K shares-58.12%2025-09-302025-11-10 EQIX EQUINIX INC6.2K shares-6.12%2025-09-302025-11-10 GILD GILEAD SCIENCES INC43.0K shares-3.42%2025-09-302025-11-10 GEN GEN DIGITAL INC163.1K shares105.69%2025-09-302025-11-10 SCHV SCHWAB STRATEGIC TR157.9K shares0.54%2025-09-302025-11-10 OEF ISHARES TR13.7K shares-3.73%2025-09-302025-11-10 CMCSA COMCAST CORP NEW143.4K shares-20.65%2025-09-302025-11-10 PM PHILIP MORRIS INTL INC27.8K shares-44.39%2025-09-302025-11-10 CRWD CROWDSTRIKE HLDGS INC9.1K shares-66.57%2025-09-302025-11-10 IBIT ISHARES BITCOIN TRUST ETF68.7K shares5.89%2025-09-302025-11-10 RTX RTX CORPORATION26.4K shares-16.36%2025-09-302025-11-10 PHYS SPROTT ASSET MANAGEMENT LP147.2K shares21.51%2025-09-302025-11-10 BDX BECTON DICKINSON & CO23.1K shares-4.17%2025-09-302025-11-10 SBUX STARBUCKS CORP49.9K shares-7.40%2025-09-302025-11-10 IWB ISHARES TR11.4K shares-1.68%2025-09-302025-11-10 RCL ROYAL CARIBBEAN GROUP12.8K shares6.07%2025-09-302025-11-10 VOE VANGUARD INDEX FDS23.4K shares-6.52%2025-09-302025-11-10 BLK BLACKROCK INC3.5K shares-0.71%2025-09-302025-11-10 VXF VANGUARD INDEX FDS19.0K shares-23.48%2025-09-302025-11-10 IJH ISHARES TR60.5K shares-3.14%2025-09-302025-11-10 O REALTY INCOME CORP64.5K shares-10.35%2025-09-302025-11-10 XLP SELECT SECTOR SPDR TR49.6K shares-8.71%2025-09-302025-11-10 T AT&T INC137.5K shares-11.05%2025-09-302025-11-10 GM GENERAL MTRS CO63.6K shares-8.09%2025-09-302025-11-10 EXPE EXPEDIA GROUP INC18.1K sharesnew addition2025-09-302025-11-10 RSG REPUBLIC SVCS INC16.7K shares-7.16%2025-09-302025-11-10 ADM ARCHER DANIELS MIDLAND CO64.2K shares-6.60%2025-09-302025-11-10 MPC MARATHON PETE CORP19.2K shares-17.21%2025-09-302025-11-10 MPWR MONOLITHIC PWR SYS INC4.0K shares83.82%2025-09-302025-11-10 VTES VANGUARD WELLINGTON FD35.0K shares19.69%2025-09-302025-11-10 SCHW SCHWAB CHARLES CORP36.7K shares-27.22%2025-09-302025-11-10 SCHX SCHWAB STRATEGIC TR132.3K shares-11.84%2025-09-302025-11-10 AOR ISHARES TR53.7K shares-13.60%2025-09-302025-11-10 AMAT APPLIED MATLS INC16.9K shares38.31%2025-09-302025-11-10 VB VANGUARD INDEX FDS13.5K shares-4.47%2025-09-302025-11-10 SPYM SPDR SERIES TRUST43.6K shares5.53%2025-09-302025-11-10 KMB KIMBERLY-CLARK CORP27.2K shares30.83%2025-09-302025-11-10 LMT LOCKHEED MARTIN CORP6.8K shares-7.49%2025-09-302025-11-10 UNP UNION PAC CORP13.6K shares-7.06%2025-09-302025-11-10 JCI JOHNSON CTLS INTL PLC29.2K shares59.04%2025-09-302025-11-10 QUAL ISHARES TR16.3K shares-4.27%2025-09-302025-11-10 APLE APPLE HOSPITALITY REIT INC260.1K shares-22.64%2025-09-302025-11-10 SCHE SCHWAB STRATEGIC TR93.3K shares12.09%2025-09-302025-11-10 SLYV SPDR SERIES TRUST34.4K shares-8.52%2025-09-302025-11-10 GPN GLOBAL PMTS INC36.1K shares-4.86%2025-09-302025-11-10 LH LABCORP HOLDINGS INC10.3K shares98.63%2025-09-302025-11-10 FCX FREEPORT-MCMORAN INC75.2K shares-7.04%2025-09-302025-11-10 ROP ROPER TECHNOLOGIES INC5.9K shares73.37%2025-09-302025-11-10 ETN EATON CORP PLC7.8K shares-15.28%2025-09-302025-11-10 BTT BLACKROCK MUN TARGET TERM TR130.2K shares46.46%2025-09-302025-11-10 SLYG SPDR SERIES TRUST30.9K shares-7.58%2025-09-302025-11-10 APH AMPHENOL CORP NEW23.4K shares-32.86%2025-09-302025-11-10 PLTR PALANTIR TECHNOLOGIES INC15.9K shares-50.31%2025-09-302025-11-10 GLW CORNING INC35.2K shares-4.84%2025-09-302025-11-10 MKC MCCORMICK & CO INC43.1K shares-10.43%2025-09-302025-11-10 D DOMINION ENERGY INC47.0K shares-5.16%2025-09-302025-11-10 VO VANGUARD INDEX FDS9.7K shares-4.38%2025-09-302025-11-10 CCJ CAMECO CORP33.2K shares5.37%2025-09-302025-11-10 IDXX IDEXX LABS INC4.2K shares90.44%2025-09-302025-11-10 CNQ CANADIAN NAT RES LTD83.9K shares-13.78%2025-09-302025-11-10 MRK MERCK & CO INC31.3K shares-12.89%2025-09-302025-11-10 CYBR CYBERARK SOFTWARE LTD5.4K shares-13.14%2025-09-302025-11-10 MU MICRON TECHNOLOGY INC15.4K shares19.86%2025-09-302025-11-10 TFC TRUIST FINL CORP56.3K shares-12.19%2025-09-302025-11-10 SHM SPDR SERIES TRUST53.2K shares12.71%2025-09-302025-11-10 BILS SPDR SERIES TRUST25.7K shares8.03%2025-09-302025-11-10 UL UNILEVER PLC43.1K shares-15.45%2025-09-302025-11-10 MMM 3M CO16.3K shares-4.77%2025-09-302025-11-10 NKE NIKE INC36.1K shares0.95%2025-09-302025-11-10 MUC BLACKROCK MUNIHLDNGS CALI QL232.0K shares-0.89%2025-09-302025-11-10 CORT CORCEPT THERAPEUTICS INC30.2K shares0.00%2025-09-302025-11-10 EIM EATON VANCE MUN BD FD252.3K shares-22.73%2025-09-302025-11-10 SE SEA LTD14.0K shares-14.41%2025-09-302025-11-10 RSPU INVESCO EXCHANGE TRADED FD T32.5K shares7.90%2025-09-302025-11-10 CTAS CINTAS CORP11.9K shares-7.71%2025-09-302025-11-10 ALLE ALLEGION PLC13.4K shares25.48%2025-09-302025-11-10 ED CONSOLIDATED EDISON INC23.0K shares18.66%2025-09-302025-11-10 SCHO SCHWAB STRATEGIC TR93.8K shares-48.19%2025-09-302025-11-10 NRK NUVEEN NEW YORK AMT QLT MUNI224.4K shares-46.27%2025-09-302025-11-10 PAUG INNOVATOR ETFS TRUST53.6K shares337.72%2025-09-302025-11-10 BMY BRISTOL-MYERS SQUIBB CO50.2K shares-16.13%2025-09-302025-11-10 PFG PRINCIPAL FINANCIAL GROUP IN27.1K shares-4.96%2025-09-302025-11-10 IXC ISHARES TR53.7K shares-0.98%2025-09-302025-11-10 VTR VENTAS INC31.9K shares6.07%2025-09-302025-11-10 BA BOEING CO10.3K shares55.61%2025-09-302025-11-10 QVCGA QVC GROUP INC164.5K shares-3.43%2025-09-302025-11-10 SNOW SNOWFLAKE INC9.8K shares-65.18%2025-09-302025-11-10 ADI ANALOG DEVICES INC9.0K shares-0.49%2025-09-302025-11-10 VNQ VANGUARD INDEX FDS24.1K shares7.17%2025-09-302025-11-10 BND VANGUARD BD INDEX FDS29.5K shares8.53%2025-09-302025-11-10 BFK BLACKROCK MUN INCOME TR217.5K shares0.00%2025-09-302025-11-10 ALL ALLSTATE CORP10.1K shares-14.17%2025-09-302025-11-10 URI UNITED RENTALS 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ACQUISITION CORP60.0K shares0.00%2025-09-302025-11-10 EBAY EBAY INC.6.8K sharesnew addition2025-09-302025-11-10 WHR WHIRLPOOL CORP7.8K shares-1.27%2025-09-302025-11-10 APO APOLLO GLOBAL MGMT INC4.6K shares137.10%2025-09-302025-11-10 BGY BLACKROCK ENHANCED INTL DIV104.3K shares-11.36%2025-09-302025-11-10 BMNR BITMINE IMMERSION TECNOLOGIE11.4K sharesnew addition2025-09-302025-11-10 NEU NEWMARKET CORP707 shares-0.42%2025-09-302025-11-10 MCK MCKESSON CORP757 shares-95.90%2025-09-302025-11-10 KNSL KINSALE CAP GROUP INC1.4K shares133.39%2025-09-302025-11-10 VIK VIKING HOLDINGS LTD9.3K sharesnew addition2025-09-302025-11-10 NVS NOVARTIS AG4.5K shares-26.00%2025-09-302025-11-10 MEDP MEDPACE HLDGS INC1.1K shares-40.03%2025-09-302025-11-10 DHR DANAHER CORPORATION2.9K shares-60.70%2025-09-302025-11-10 COIN COINBASE GLOBAL INC1.7K sharesnew addition2025-09-302025-11-10 KMX CARMAX INC12.6K shares-15.89%2025-09-302025-11-10 SMFG SUMITOMO MITSUI FINL GROUP I33.6K shares38.73%2025-09-302025-11-10 MMC MARSH & MCLENNAN COS INC2.8K shares-9.36%2025-09-302025-11-10 TCOM TRIP COM GROUP LTD7.4K sharesnew addition2025-09-302025-11-10 EVR EVERCORE INC1.7K shares118.07%2025-09-302025-11-10 PNOV INNOVATOR ETFS TRUST13.4K shares0.00%2025-09-302025-11-10 CELH CELSIUS HLDGS INC9.5K shares-57.74%2025-09-302025-11-10 GD GENERAL DYNAMICS CORP1.6K shares-48.90%2025-09-302025-11-10 PJUN INNOVATOR ETFS TRUST12.8K shares0.00%2025-09-302025-11-10 BOE BLACKROCK ENHANCED GLOBAL DI45.3K shares-6.18%2025-09-302025-11-10 IYM ISHARES TR3.5K shares0.00%2025-09-302025-11-10 WU WESTERN UN CO64.3K shares2.92%2025-09-302025-11-10 GPAT GP-ACT III ACQUISITION CORP48.4K shares0.00%2025-09-302025-11-10 PJUL INNOVATOR ETFS TRUST11.2K shares73.16%2025-09-302025-11-10 KEY KEYCORP27.2K shares-0.66%2025-09-302025-11-10 NEAR ISHARES U S ETF TR9.8K shares-19.29%2025-09-302025-11-10 ETD ETHAN ALLEN INTERIORS INC17.1K shares0.83%2025-09-302025-11-10 KVAC KEEN VISION ACQUISITION CORP43.6K shares0.00%2025-09-302025-11-10 DOCS DOXIMITY INC6.8K sharesnew addition2025-09-302025-11-10 IBAC IB ACQUISITION CORP47.0K shares-29.93%2025-09-302025-11-10 JBLU JETBLUE AWYS CORP100.2K shares0.00%2025-09-302025-11-10 AOD ABRDN TOTAL DYNAMIC DIVIDEND52.1K shares-33.28%2025-09-302025-11-10 EXG EATON VANCE TAX-MANAGED GLOB54.1K shares-9.14%2025-09-302025-11-10 MKL MARKEL GROUP INC256 shares0.00%2025-09-302025-11-10 AFL AFLAC INC4.4K shares-82.80%2025-09-302025-11-10 CL COLGATE PALMOLIVE CO6.1K shares-17.68%2025-09-302025-11-10 ROK ROCKWELL AUTOMATION INC1.4K shares-23.47%2025-09-302025-11-10 GRAL GRAIL INC8.1K shares-84.25%2025-09-302025-11-10 SCHB SCHWAB STRATEGIC TR18.6K shares-8.27%2025-09-302025-11-10 EWC ISHARES INC9.4K shares7.80%2025-09-302025-11-10 CHW CALAMOS GBL DYN INCOME FUND62.9K shares-2.33%2025-09-302025-11-10 KKR KKR & CO INC3.6K shares-71.93%2025-09-302025-11-10 MRVL MARVELL TECHNOLOGY INC5.6K shares-68.74%2025-09-302025-11-10 NEA NUVEEN AMT FREE QLTY MUN INC41.3K shares-45.93%2025-09-302025-11-10 CP CANADIAN PACIFIC KANSAS CITY6.2K shares-54.18%2025-09-302025-11-10 ETW EATON VANCE TAX-MANAGED GLOB51.0K shares0.00%2025-09-302025-11-10 SHW SHERWIN WILLIAMS CO1.3K shares-24.16%2025-09-302025-11-10 IEFA ISHARES TR5.2K shares-12.02%2025-09-302025-11-10 IBB ISHARES TR3.2K shares-32.47%2025-09-302025-11-10 SLB SCHLUMBERGER LTD13.1K shares-30.18%2025-09-302025-11-10 FSK FS KKR CAP CORP29.9K shares0.00%2025-09-302025-11-10 CWB SPDR SERIES TRUST4.9K shares-7.59%2025-09-302025-11-10 VTEB VANGUARD MUN BD FDS8.8K shares40.20%2025-09-302025-11-10 CHAC CRANE HBR ACQUISITION CORP43.0K shares0.00%2025-09-302025-11-10 Call Option Holdings
No call option holdings data available
Put Option Holdings