The Analysis of Destination Wealth Management's Holdings


Currently, Destination Wealth Management holds 264 types of securities in its portfolio with a total value $3.6B. In the most recent quarter, they have increased their positions in BRK.B (+29.1K shares, valued at $14.6M), SNPS (+26.6K shares, valued at $13.1M), AGG (+79.1K shares, valued at $7.9M); decreased their positions in FTV (-302.3K shares, valued at $14.8M), MRK (-43.9K shares, valued at $3.7M), PLTR (-11.7K shares, valued at $2.1M); initiated new positions in SNPS (+26.6K shares, valued at $13.1M), RBLX (+6.5K shares, valued at $893.6K), AXTI (+101.9K shares, valued at $457.5K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
AAPL APPLE INC873.4K shares3.39%2025-09-302025-11-14history
AGG ISHARES TR1.5M shares5.42%2025-09-302025-11-14history
IJR ISHARES TR836.7K shares0.79%2025-09-302025-11-14history
SDY SPDR SERIES TRUST698.2K shares-0.09%2025-09-302025-11-14history
MSFT MICROSOFT CORP176.5K shares0.41%2025-09-302025-11-14history
IEMG ISHARES INC1.3M shares1.01%2025-09-302025-11-14history
TLH ISHARES TR810.2K shares2.40%2025-09-302025-11-14history
LQDH ISHARES U S ETF TR857.5K shares4.14%2025-09-302025-11-14history
Sponsored
IGM ISHARES TR631.0K shares-1.72%2025-09-302025-11-14history
IVV ISHARES TR118.5K shares0.43%2025-09-302025-11-14history
STIP ISHARES TR762.5K shares2.52%2025-09-302025-11-14history
GOOGL ALPHABET INC320.0K shares-1.56%2025-09-302025-11-14history
IGSB ISHARES TR1.5M shares2.54%2025-09-302025-11-14history
PYLD PIMCO ETF TR2.8M shares10.00%2025-09-302025-11-14history
VUG VANGUARD INDEX FDS146.2K shares-1.69%2025-09-302025-11-14history
AMZN AMAZON COM INC311.4K shares-1.14%2025-09-302025-11-14history
Sponsored
JPM JPMORGAN CHASE & CO.215.5K shares0.32%2025-09-302025-11-14history
IDU ISHARES TR610.7K shares-0.55%2025-09-302025-11-14history
IJH ISHARES TR1.0M shares0.81%2025-09-302025-11-14history
COST COSTCO WHSL CORP NEW71.6K shares0.15%2025-09-302025-11-14history
V VISA INC176.1K shares0.25%2025-09-302025-11-14history
MA MASTERCARD INCORPORATED102.1K shares0.39%2025-09-302025-11-14history
SPTL SPDR SERIES TRUST2.1M shares1.65%2025-09-302025-11-14history
JNJ JOHNSON & JOHNSON289.7K shares1.40%2025-09-302025-11-14history
Sponsored
BRK.B BERKSHIRE HATHAWAY INC DEL103.8K shares39.00%2025-09-302025-11-14history
IUSB ISHARES TR954.4K shares2.57%2025-09-302025-11-14history
LLY ELI LILLY & CO57.4K shares14.02%2025-09-302025-11-14history
CL COLGATE PALMOLIVE CO528.1K shares3.17%2025-09-302025-11-14history
EFA ISHARES TR416.0K shares-0.65%2025-09-302025-11-14history
DHR DANAHER CORPORATION190.4K shares4.18%2025-09-302025-11-14history
TJX TJX COS INC NEW255.0K shares-1.08%2025-09-302025-11-14history
AXP AMERICAN EXPRESS CO106.7K shares-0.85%2025-09-302025-11-14history
Sponsored
DIS DISNEY WALT CO286.0K shares-1.24%2025-09-302025-11-14history
ABT ABBOTT LABS242.5K shares0.67%2025-09-302025-11-14history
SCHZ SCHWAB STRATEGIC TR1.4M shares-5.96%2025-09-302025-11-14history
BX BLACKSTONE INC185.0K shares-1.14%2025-09-302025-11-14history
MINT PIMCO ETF TR306.1K shares5.29%2025-09-302025-11-14history
WMT WALMART INC298.8K shares-2.30%2025-09-302025-11-14history
QCOM QUALCOMM INC184.1K shares3.43%2025-09-302025-11-14history
PAVE GLOBAL X FDS638.7K shares-0.55%2025-09-302025-11-14history
Sponsored
ADI ANALOG DEVICES INC123.2K shares-0.22%2025-09-302025-11-14history
WM WASTE MGMT INC DEL134.3K shares0.77%2025-09-302025-11-14history
ASML ASML HOLDING N V29.9K shares1.72%2025-09-302025-11-14history
ISTB ISHARES TR580.2K shares2.53%2025-09-302025-11-14history
FLOT ISHARES TR551.7K shares7.26%2025-09-302025-11-14history
ICE INTERCONTINENTAL EXCHANGE IN165.1K shares-0.12%2025-09-302025-11-14history
ECL ECOLAB INC100.4K shares-0.83%2025-09-302025-11-14history
COF CAPITAL ONE FINL CORP126.9K shares-3.97%2025-09-302025-11-14history
Sponsored
HACK AMPLIFY ETF TR306.2K shares-1.05%2025-09-302025-11-14history
AFL AFLAC INC234.3K shares0.90%2025-09-302025-11-14history
SYK STRYKER CORPORATION69.8K shares0.67%2025-09-302025-11-14history
SCHX SCHWAB STRATEGIC TR954.4K shares-2.82%2025-09-302025-11-14history
ORLY OREILLY AUTOMOTIVE INC226.5K shares1.05%2025-09-302025-11-14history
MCD MCDONALDS CORP79.2K shares-1.17%2025-09-302025-11-14history
VZ VERIZON COMMUNICATIONS INC537.3K shares2.96%2025-09-302025-11-14history
PFE PFIZER INC860.3K shares4.85%2025-09-302025-11-14history
Sponsored
IMTB ISHARES TR471.8K shares3.19%2025-09-302025-11-14history
AMT AMERICAN TOWER CORP NEW106.5K shares1.59%2025-09-302025-11-14history
GBF ISHARES TR191.9K shares2.74%2025-09-302025-11-14history
EAGG ISHARES TR420.9K shares8.53%2025-09-302025-11-14history
ZTS ZOETIS INC135.6K shares2.89%2025-09-302025-11-14history
TMO THERMO FISHER SCIENTIFIC INC39.4K shares-1.57%2025-09-302025-11-14history
ROST ROSS STORES INC119.0K shares2.29%2025-09-302025-11-14history
NVDA NVIDIA CORPORATION96.5K shares-5.31%2025-09-302025-11-14history
Sponsored
ISRG INTUITIVE SURGICAL INC39.7K shares50.27%2025-09-302025-11-14history
SPY SPDR S&P 500 ETF TR25.5K shares8.84%2025-09-302025-11-14history
IDV ISHARES TR390.0K shares-2.61%2025-09-302025-11-14history
VV VANGUARD INDEX FDS45.7K shares-2.10%2025-09-302025-11-14history
USIG ISHARES TR253.0K shares2.40%2025-09-302025-11-14history
SNPS SYNOPSYS INC26.6K sharesnew addition2025-09-302025-11-14history
DON WISDOMTREE TR231.7K shares1.47%2025-09-302025-11-14history
QQQ INVESCO QQQ TR18.9K shares6.12%2025-09-302025-11-14history
Sponsored
DES WISDOMTREE TR330.7K shares1.79%2025-09-302025-11-14history
GOOG ALPHABET INC45.7K shares40.42%2025-09-302025-11-14history
TSLA TESLA INC23.2K shares0.16%2025-09-302025-11-14history
IXP ISHARES TR79.7K shares-1.54%2025-09-302025-11-14history
MGC VANGUARD WORLD FD39.3K shares-1.11%2025-09-302025-11-14history
BOND PIMCO ETF TR99.0K shares4.34%2025-09-302025-11-14history
SUSB ISHARES TR344.8K shares0.99%2025-09-302025-11-14history
LMT LOCKHEED MARTIN CORP17.3K shares2.09%2025-09-302025-11-14history
Sponsored
AVGO BROADCOM INC25.5K shares2.08%2025-09-302025-11-14history
PG PROCTER AND GAMBLE CO54.5K shares1.78%2025-09-302025-11-14history
UL UNILEVER PLC133.7K shares-0.89%2025-09-302025-11-14history
VOO VANGUARD INDEX FDS12.5K shares15.67%2025-09-302025-11-14history
IGIB ISHARES TR130.1K shares5.84%2025-09-302025-11-14history
KO COCA COLA CO100.0K shares-0.39%2025-09-302025-11-14history
SCHB SCHWAB STRATEGIC TR251.0K shares-6.51%2025-09-302025-11-14history
KMB KIMBERLY-CLARK CORP50.7K shares-0.12%2025-09-302025-11-14history
Sponsored
RSPT INVESCO EXCHANGE TRADED FD T138.5K shares-12.57%2025-09-302025-11-14history
IWB ISHARES TR16.4K shares-3.76%2025-09-302025-11-14history
SUSA ISHARES TR43.6K shares39.55%2025-09-302025-11-14history
PEP PEPSICO INC39.3K shares1.77%2025-09-302025-11-14history
SCHF SCHWAB STRATEGIC TR233.2K shares-1.59%2025-09-302025-11-14history
META META PLATFORMS INC7.4K shares6.21%2025-09-302025-11-14history
CVX CHEVRON CORP NEW34.0K shares0.33%2025-09-302025-11-14history
VTV VANGUARD INDEX FDS27.2K shares-4.64%2025-09-302025-11-14history
Sponsored
VHT VANGUARD WORLD FD19.5K shares5.32%2025-09-302025-11-14history
SPSB SPDR SERIES TRUST164.4K shares-8.71%2025-09-302025-11-14history
XLP SELECT SECTOR SPDR TR62.2K shares0.70%2025-09-302025-11-14history
EMNT PIMCO ETF TR44.7K shares1.66%2025-09-302025-11-14history
SMH VANECK ETF TRUST13.2K shares0.00%2025-09-302025-11-14history
SCHA SCHWAB STRATEGIC TR125.7K shares3.40%2025-09-302025-11-14history
SCHE SCHWAB STRATEGIC TR104.6K shares2.99%2025-09-302025-11-14history
PLTR PALANTIR TECHNOLOGIES INC17.3K shares-40.40%2025-09-302025-11-14history
Sponsored
XOM EXXON MOBIL CORP27.1K shares94.56%2025-09-302025-11-14history
CTAS CINTAS CORP14.1K shares-0.54%2025-09-302025-11-14history
SPAB SPDR SERIES TRUST108.3K shares-10.70%2025-09-302025-11-14history
VNQ VANGUARD INDEX FDS29.9K shares3.53%2025-09-302025-11-14history
SCHM SCHWAB STRATEGIC TR92.1K shares3.89%2025-09-302025-11-14history
VCR VANGUARD WORLD FD6.5K shares-0.64%2025-09-302025-11-14history
BKLN INVESCO EXCH TRADED FD TR II122.3K shares-0.01%2025-09-302025-11-14history
NVO NOVO-NORDISK A S41.8K shares-7.13%2025-09-302025-11-14history
Sponsored
IYZ ISHARES TR71.2K shares-0.57%2025-09-302025-11-14history
PFF ISHARES TR72.5K shares5.64%2025-09-302025-11-14history
SPTM SPDR SERIES TRUST26.8K shares1.40%2025-09-302025-11-14history
NFLX NETFLIX INC1.7K shares20.37%2025-09-302025-11-14history
IHI ISHARES TR33.1K shares-0.23%2025-09-302025-11-14history
IBM INTERNATIONAL BUSINESS MACHS6.9K shares101.51%2025-09-302025-11-14history
AMD ADVANCED MICRO DEVICES INC12.0K shares2.24%2025-09-302025-11-14history
USSG DBX ETF TR30.2K shares-0.24%2025-09-302025-11-14history
Sponsored
HD HOME DEPOT INC4.4K shares-1.95%2025-09-302025-11-14history
ORCL ORACLE CORP6.3K shares10.99%2025-09-302025-11-14history
TFLO ISHARES TR34.8K shares-10.81%2025-09-302025-11-14history
STPZ PIMCO ETF TR29.1K shares19.81%2025-09-302025-11-14history
SHV ISHARES TR14.2K shares13.06%2025-09-302025-11-14history
SUB ISHARES TR14.5K shares12.46%2025-09-302025-11-14history
VEA VANGUARD TAX-MANAGED FDS25.6K shares24.37%2025-09-302025-11-14history
SCHG SCHWAB STRATEGIC TR47.1K shares-0.74%2025-09-302025-11-14history
Sponsored
GS GOLDMAN SACHS GROUP INC1.8K shares98.79%2025-09-302025-11-14history
BLK BLACKROCK INC1.2K shares-6.47%2025-09-302025-11-14history
PWZ INVESCO EXCH TRADED FD TR II58.9K shares66.97%2025-09-302025-11-14history
IWF ISHARES TR2.9K shares-0.93%2025-09-302025-11-14history
AMAT APPLIED MATLS INC6.4K shares3.68%2025-09-302025-11-14history
SCHW SCHWAB CHARLES CORP13.6K shares6.43%2025-09-302025-11-14history
CMF ISHARES TR22.7K shares26.55%2025-09-302025-11-14history
MS MORGAN STANLEY7.0K shares25.12%2025-09-302025-11-14history
Sponsored
VYM VANGUARD WHITEHALL FDS6.8K shares44.42%2025-09-302025-11-14history
UBFO UNITED SEC BANCSHARES CALIF100.5K shares6.35%2025-09-302025-11-14history
RBLX ROBLOX CORP6.5K sharesnew addition2025-09-302025-11-14history
DSI ISHARES TR7.0K shares-27.60%2025-09-302025-11-14history
INTC INTEL CORP25.4K shares14.25%2025-09-302025-11-14history
CSCO CISCO SYS INC12.2K shares27.74%2025-09-302025-11-14history
RSP INVESCO EXCHANGE TRADED FD T4.4K shares75.72%2025-09-302025-11-14history
VTI VANGUARD INDEX FDS2.5K shares-19.84%2025-09-302025-11-14history
Sponsored
RTX RTX CORPORATION4.7K shares-0.38%2025-09-302025-11-14history
IGBH ISHARES U S ETF TR30.8K shares0.44%2025-09-302025-11-14history
BA BOEING CO3.5K shares3.44%2025-09-302025-11-14history
BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-09-302025-11-14history
IEFA ISHARES TR8.3K shares-40.90%2025-09-302025-11-14history
VSGX VANGUARD WORLD FD10.3K shares0.10%2025-09-302025-11-14history
BAC BANK AMERICA CORP13.9K shares-11.31%2025-09-302025-11-14history
DIA SPDR DOW JONES INDL AVERAGE1.5K shares0.07%2025-09-302025-11-14history
Sponsored
SO SOUTHERN CO7.3K shares2.10%2025-09-302025-11-14history
GLW CORNING INC8.2K shares0.00%2025-09-302025-11-14history
DRIV GLOBAL X FDS23.8K shares-0.64%2025-09-302025-11-14history
DFAC DIMENSIONAL ETF TRUST17.2K shares6.19%2025-09-302025-11-14history
ESGV VANGUARD WORLD FD5.5K shares-2.82%2025-09-302025-11-14history
VRTX VERTEX PHARMACEUTICALS INC1.6K shares5.73%2025-09-302025-11-14history
FTV FORTIVE CORP12.8K shares-95.94%2025-09-302025-11-14history
MPC MARATHON PETE CORP3.2K shares0.03%2025-09-302025-11-14history
Sponsored
MUC BLACKROCK MUNIHLDNGS CALI QL57.7K shares1.16%2025-09-302025-11-14history
CAT CATERPILLAR INC1.3K shares-1.03%2025-09-302025-11-14history
HDV ISHARES TR4.9K shares25.21%2025-09-302025-11-14history
VGT VANGUARD WORLD FD798 shares17.01%2025-09-302025-11-14history
UPS UNITED PARCEL SERVICE INC7.1K shares4.50%2025-09-302025-11-14history
XT ISHARES TR8.2K shares-13.79%2025-09-302025-11-14history
NUSC NUSHARES ETF TR13.2K shares0.00%2025-09-302025-11-14history
VIG VANGUARD SPECIALIZED FUNDS2.7K shares-9.08%2025-09-302025-11-14history
Sponsored
T AT&T INC19.5K shares83.08%2025-09-302025-11-14history
ADP AUTOMATIC DATA PROCESSING IN1.9K shares-11.77%2025-09-302025-11-14history
DUK DUKE ENERGY CORP NEW4.3K shares2.35%2025-09-302025-11-14history
ABBV ABBVIE INC2.3K shares4.05%2025-09-302025-11-14history
PIPR PIPER SANDLER COMPANIES1.5K shares0.00%2025-09-302025-11-14history
LRCX LAM RESEARCH CORP3.9K shares10.85%2025-09-302025-11-14history
MRK MERCK & CO INC6.1K shares-87.75%2025-09-302025-11-14history
SBUX STARBUCKS CORP6.1K shares24.19%2025-09-302025-11-14history
Sponsored
XLF SELECT SECTOR SPDR TR9.5K shares-1.42%2025-09-302025-11-14history
SPEM SPDR INDEX SHS FDS10.9K shares9.27%2025-09-302025-11-14history
IDXX IDEXX LABS INC797 shares1.53%2025-09-302025-11-14history
HON HONEYWELL INTL INC2.4K shares6.54%2025-09-302025-11-14history
DGRO ISHARES TR7.3K shares10.20%2025-09-302025-11-14history
EW EDWARDS LIFESCIENCES CORP6.3K shares-18.21%2025-09-302025-11-14history
SPMD SPDR SERIES TRUST8.6K shares-2.97%2025-09-302025-11-14history
ESGU ISHARES TR3.3K shares1.30%2025-09-302025-11-14history
Sponsored
COP CONOCOPHILLIPS5.1K shares-2.25%2025-09-302025-11-14history
TRV TRAVELERS COMPANIES INC1.7K shares-1.03%2025-09-302025-11-14history
AXTI AXT INC101.9K sharesnew addition2025-09-302025-11-14history
TXN TEXAS INSTRS INC2.4K shares-21.45%2025-09-302025-11-14history
VB VANGUARD INDEX FDS1.7K shares-3.14%2025-09-302025-11-14history
SCHD SCHWAB STRATEGIC TR15.9K shares-12.77%2025-09-302025-11-14history
IWY ISHARES TR1.6K sharesnew addition2025-09-302025-11-14history
LIT GLOBAL X FDS7.5K shares-21.24%2025-09-302025-11-14history
Sponsored
SGOV ISHARES TR4.2K shares-20.22%2025-09-302025-11-14history
WFC WELLS FARGO CO NEW4.9K shares14.29%2025-09-302025-11-14history
PLD PROLOGIS INC.3.6K shares0.11%2025-09-302025-11-14history
CMI CUMMINS INC957 shares31.10%2025-09-302025-11-14history
MO ALTRIA GROUP INC6.1K shares0.18%2025-09-302025-11-14history
VXUS VANGUARD STAR FDS5.4K shares53.24%2025-09-302025-11-14history
GLD SPDR GOLD TR1.1K sharesnew addition2025-09-302025-11-14history
ULST SSGA ACTIVE ETF TR9.7K shares0.00%2025-09-302025-11-14history
Sponsored
NTES NETEASE INC2.6K shares-30.80%2025-09-302025-11-14history
RPM RPM INTL INC3.3K shares-0.81%2025-09-302025-11-14history
GILD GILEAD SCIENCES INC3.5K shares5.31%2025-09-302025-11-14history
CEG CONSTELLATION ENERGY CORP1.2K shares85.90%2025-09-302025-11-14history
AMGN AMGEN INC1.4K shares-30.30%2025-09-302025-11-14history
YUM YUM BRANDS INC2.5K shares9.50%2025-09-302025-11-14history
TT TRANE TECHNOLOGIES PLC890 shares-34.61%2025-09-302025-11-14history
SPGI S&P GLOBAL INC768 shares-20.17%2025-09-302025-11-14history
Sponsored
ES EVERSOURCE ENERGY5.1K shares7.44%2025-09-302025-11-14history
USMV ISHARES TR3.8K shares-8.09%2025-09-302025-11-14history
UNH UNITEDHEALTH GROUP INC986 sharesnew addition2025-09-302025-11-14history
BIL SPDR SERIES TRUST3.7K shares4.71%2025-09-302025-11-14history
FNDX SCHWAB STRATEGIC TR12.7K shares-35.16%2025-09-302025-11-14history
IWO ISHARES TR1.0K shares0.10%2025-09-302025-11-14history
A AGILENT TECHNOLOGIES INC2.6K sharesnew addition2025-09-302025-11-14history
AVSC AMERICAN CENTY ETF TR5.6K shares-3.78%2025-09-302025-11-14history
Sponsored
GE GE AEROSPACE1.1K sharesnew addition2025-09-302025-11-14history
HPQ HP INC11.7K sharesnew addition2025-09-302025-11-14history
AVDV AMERICAN CENTY ETF TR3.6K shares4.65%2025-09-302025-11-14history
NEE NEXTERA ENERGY INC4.1K shares-3.19%2025-09-302025-11-14history
CSW CSW INDUSTRIALS INC1.2K shares-0.16%2025-09-302025-11-14history
NKE NIKE INC4.3K shares50.67%2025-09-302025-11-14history
PLUS EPLUS INC4.0K shares0.00%2025-09-302025-11-14history
IRM IRON MTN INC DEL2.8K shares0.00%2025-09-302025-11-14history
Sponsored
ADBE ADOBE INC804 shares11.20%2025-09-302025-11-14history
IWM ISHARES TR1.1K shares12.22%2025-09-302025-11-14history
IBND SPDR SERIES TRUST8.5K shares0.00%2025-09-302025-11-14history
IWN ISHARES TR1.6K shares19.80%2025-09-302025-11-14history
TIP ISHARES TR2.4K shares9.12%2025-09-302025-11-14history
ORI OLD REP INTL CORP6.3K shares0.90%2025-09-302025-11-14history
ALL ALLSTATE CORP1.2K shares18.04%2025-09-302025-11-14history
DFAT DIMENSIONAL ETF TRUST4.4K shares-39.02%2025-09-302025-11-14history
Sponsored
EVR EVERCORE INC755 sharesnew addition2025-09-302025-11-14history
BILS SPDR SERIES TRUST2.5K shares0.00%2025-09-302025-11-14history
ILCG ISHARES TR2.4K shares0.00%2025-09-302025-11-14history
HPE HEWLETT PACKARD ENTERPRISE C10.1K sharesnew addition2025-09-302025-11-14history
MCK MCKESSON CORP320 shares15.11%2025-09-302025-11-14history
HTBK HERITAGE COMM CORP24.7K shares0.00%2025-09-302025-11-14history
APH AMPHENOL CORP NEW2.0K shares-5.77%2025-09-302025-11-14history
VYMI VANGUARD WHITEHALL FDS2.8K sharesnew addition2025-09-302025-11-14history
Sponsored
CRM SALESFORCE INC1.0K shares-9.38%2025-09-302025-11-14history
TMUS T-MOBILE US INC985 shares-7.86%2025-09-302025-11-14history
ILCV ISHARES TR2.6K shares0.00%2025-09-302025-11-14history
ACN ACCENTURE PLC IRELAND943 sharesnew addition2025-09-302025-11-14history
ELS EQUITY LIFESTYLE PPTYS INC3.8K shares0.05%2025-09-302025-11-14history
RDDT REDDIT INC1.0K sharesnew addition2025-09-302025-11-14history
BK BANK NEW YORK MELLON CORP2.1K sharesnew addition2025-09-302025-11-14history
PANW PALO ALTO NETWORKS INC1.1K sharesnew addition2025-09-302025-11-14history
Sponsored
IYY ISHARES TR1.4K shares0.00%2025-09-302025-11-14history
KLAC KLA CORP207 sharesnew addition2025-09-302025-11-14history
KEYS KEYSIGHT TECHNOLOGIES INC1.3K sharesnew addition2025-09-302025-11-14history
VBK VANGUARD INDEX FDS738 sharesnew addition2025-09-302025-11-14history
BND VANGUARD BD INDEX FDS2.9K sharesnew addition2025-09-302025-11-14history
GD GENERAL DYNAMICS CORP630 sharesnew addition2025-09-302025-11-14history
SRE SEMPRA2.3K sharesnew addition2025-09-302025-11-14history
VO VANGUARD INDEX FDS704 sharesnew addition2025-09-302025-11-14history
Sponsored
PAYX PAYCHEX INC1.6K sharesnew addition2025-09-302025-11-14history
FNDF SCHWAB STRATEGIC TR4.7K shares-28.48%2025-09-302025-11-14history
SCHC SCHWAB STRATEGIC TR4.4K sharesnew addition2025-09-302025-11-14history
NOW SERVICENOW INC214 shares5.42%2025-09-302025-11-14history
XLK SELECT SECTOR SPDR TR687 sharesnew addition2025-09-302025-11-14history
F FORD MTR CO14.2K shares7.23%2025-09-302025-11-14history
WEAV WEAVE COMMUNICATIONS INC21.2K shares0.00%2025-09-302025-11-14history
CDLX CARDLYTICS INC10.0K shares0.00%2025-09-302025-11-14history
Sponsored

Call Option Holdings
SPY Call CallSPDR S&P 500 ETF TR300 shares200.00%2025-09-302025-11-14history
NVDA Call CallNVIDIA CORPORATION600 shares-40.00%2025-09-302025-11-14history
ASML Call CallASML HOLDING N V100 sharesnew addition2025-09-302025-11-14history
NFLX Call CallNETFLIX INC100 shares0.00%2025-09-302025-11-14history
JPM Call CallJPMORGAN CHASE & CO.500 shares400.00%2025-09-302025-11-14history
AVGO Call CallBROADCOM INC200 shares0.00%2025-09-302025-11-14history
META Call CallMETA PLATFORMS INC100 shares0.00%2025-09-302025-11-14history
BRK.B Call CallBERKSHIRE HATHAWAY INC DEL300 sharesnew addition2025-09-302025-11-14history
IRM Call CallIRON MTN INC DEL1.5K shares1400.00%2025-09-302025-11-14history
GOOGL Call CallALPHABET INC500 shares400.00%2025-09-302025-11-14history
MA Call CallMASTERCARD INCORPORATED300 sharesnew addition2025-09-302025-11-14history
AXP Call CallAMERICAN EXPRESS CO400 sharesnew addition2025-09-302025-11-14history
WM Call CallWASTE MGMT INC DEL1.0K shares900.00%2025-09-302025-11-14history
XLK Call CallSELECT SECTOR SPDR TR300 sharesnew addition2025-09-302025-11-14history
AMZN Call CallAMAZON COM INC400 shares300.00%2025-09-302025-11-14history
CEG Call CallCONSTELLATION ENERGY CORP200 shares0.00%2025-09-302025-11-14history
MSFT Call CallMICROSOFT CORP200 shares100.00%2025-09-302025-11-14history
AAPL Call CallAPPLE INC200 shares0.00%2025-09-302025-11-14history
V Call CallVISA INC300 sharesnew addition2025-09-302025-11-14history
QQQ Call CallINVESCO QQQ TR100 shares0.00%2025-09-302025-11-14history
NOW Call CallSERVICENOW INC100 shares0.00%2025-09-302025-11-14history
EFA Call CallISHARES TR1.0K shares0.00%2025-09-302025-11-14history
ISRG Call CallINTUITIVE SURGICAL INC200 sharesnew addition2025-09-302025-11-14history
XLP Call CallSELECT SECTOR SPDR TR2.0K shares1900.00%2025-09-302025-11-14history
BX Call CallBLACKSTONE INC200 shares0.00%2025-09-302025-11-14history
GLD Call CallSPDR GOLD TR100 sharesnew addition2025-09-302025-11-14history
SCHD Call CallSCHWAB STRATEGIC TR2.0K shares566.67%2025-09-302025-11-14history
ACN Call CallACCENTURE PLC IRELAND100 sharesnew addition2025-09-302025-11-14history

Put Option Holdings
TSLA Put PutTESLA INC6.1K shares8.93%2025-09-302025-11-14history
AVGO Put PutBROADCOM INC4.5K shares12.50%2025-09-302025-11-14history
CTAS Put PutCINTAS CORP4.5K shares28.57%2025-09-302025-11-14history
ADI Put PutANALOG DEVICES INC2.5K shares25.00%2025-09-302025-11-14history
GOOG Put PutALPHABET INC200 sharesnew addition2025-09-302025-11-14history
AAPL Put PutAPPLE INC500 sharesnew addition2025-09-302025-11-14history
MSFT Put PutMICROSOFT CORP300 sharesnew addition2025-09-302025-11-14history