The Analysis of Dynamic Advisor Solutions LLC's Holdings
Currently, Dynamic Advisor Solutions LLC holds 932 types of securities in its portfolio with a total value $3.1B. In the most recent quarter, they have increased their positions in N/A (+32.8K shares, valued at $20.6M), DFGP (+174.3K shares, valued at $9.4M), JQUA (+131.1K shares, valued at $8.3M); decreased their positions in DFCF (-796.6K shares, valued at $33.9M), AAPL (-68.5K shares, valued at $18.1M), DFAC (-434.9K shares, valued at $17.2M); initiated new positions in DGCB (+126.9K shares, valued at $6.9M), N/A (+57.5K shares, valued at $3.8M), CFG (+41.3K shares, valued at $2.4M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC384.7K shares-15.11%2025-12-312026-01-09
SPYM SPDR SERIES TRUST831.5K shares5.41%2025-12-312026-01-09 MSFT MICROSOFT CORP135.7K shares-10.04%2025-12-312026-01-09 NVDA NVIDIA CORPORATION306.2K shares-15.86%2025-12-312026-01-09 FBND FIDELITY MERRIMACK STR TR932.1K shares-5.70%2025-12-312026-01-09 GSLC GOLDMAN SACHS ETF TR322.6K shares-0.80%2025-12-312026-01-09 DFUS DIMENSIONAL ETF TRUST555.4K shares-12.57%2025-12-312026-01-09 AMZN AMAZON COM INC173.7K shares-11.71%2025-12-312026-01-09 ALPHABET INC ALPHABET INC121.2K shares-13.06%2025-12-312026-01-09 TSLA TESLA INC83.1K shares-7.90%2025-12-312026-01-09 BROADCOM INC BROADCOM INC97.0K shares-4.22%2025-12-312026-01-09 SCHX SCHWAB STRATEGIC TR1.2M shares-0.77%2025-12-312026-01-09 IVV ISHARES TR47.7K shares-19.45%2025-12-312026-01-09 FNDF SCHWAB STRATEGIC TR713.5K shares3.84%2025-12-312026-01-09 DFCF DIMENSIONAL ETF TRUST735.9K shares-51.98%2025-12-312026-01-09 IEFA ISHARES TR344.6K shares-2.39%2025-12-312026-01-09 JPST J P MORGAN EXCHANGE TRADED F598.8K shares4.90%2025-12-312026-01-09 BND VANGUARD BD INDEX FDS399.7K shares-20.34%2025-12-312026-01-09 DFAC DIMENSIONAL ETF TRUST734.1K shares-37.21%2025-12-312026-01-09 GTO INVESCO ACTIVELY MANAGED EXC592.7K shares-4.65%2025-12-312026-01-09 SPIB SPDR SERIES TRUST813.7K shares3.04%2025-12-312026-01-09 META META PLATFORMS INC40.2K shares3.06%2025-12-312026-01-09 JPM JPMORGAN CHASE & CO.79.3K shares-2.96%2025-12-312026-01-09 SCHA SCHWAB STRATEGIC TR865.5K shares-10.04%2025-12-312026-01-09 SHY ISHARES TR262.3K shares2.14%2025-12-312026-01-09 FVAL FIDELITY COVINGTON TRUST290.2K shares61.32%2025-12-312026-01-09 JHMM JOHN HANCOCK EXCHANGE TRADED319.4K shares-25.30%2025-12-312026-01-09 GLD SPDR GOLD TR51.7K shares-33.16%2025-12-312026-01-09 SCHM SCHWAB STRATEGIC TR666.0K shares-28.58%2025-12-312026-01-09 JQUA J P MORGAN EXCHANGE TRADED F313.4K shares71.92%2025-12-312026-01-09 ALPHABET INC ALPHABET INC61.6K shares-12.77%2025-12-312026-01-09 DFAI DIMENSIONAL ETF TRUST503.4K shares-21.11%2025-12-312026-01-09 UCON FIRST TR EXCHNG TRADED FD VI758.7K shares-21.16%2025-12-312026-01-09 VTI VANGUARD INDEX FDS56.1K shares-5.15%2025-12-312026-01-09 EMGF ISHARES INC311.8K shares-4.84%2025-12-312026-01-09 SPY SPDR S&P 500 ETF TR26.1K shares-5.14%2025-12-312026-01-09 VCSH VANGUARD SCOTTSDALE FDS221.2K shares2.05%2025-12-312026-01-09 COST COSTCO WHSL CORP NEW19.9K shares-17.22%2025-12-312026-01-09 VEA VANGUARD TAX-MANAGED FDS272.2K shares-1.36%2025-12-312026-01-09 JPME J P MORGAN EXCHANGE TRADED F153.7K shares-1.26%2025-12-312026-01-09 CVX CHEVRON CORP NEW106.1K shares-9.35%2025-12-312026-01-09 WMT WALMART INC138.9K shares-4.22%2025-12-312026-01-09 FLHY FRANKLIN TEMPLETON ETF TR608.7K shares-13.18%2025-12-312026-01-09 PLTR PALANTIR TECHNOLOGIES INC82.8K shares-2.31%2025-12-312026-01-09 HD HOME DEPOT INC42.5K shares-7.53%2025-12-312026-01-09 DFAS DIMENSIONAL ETF TRUST203.1K shares-21.64%2025-12-312026-01-09 DGRO ISHARES TR203.5K shares1.77%2025-12-312026-01-09 DFAE DIMENSIONAL ETF TRUST423.3K shares-21.07%2025-12-312026-01-09 VNLA JANUS DETROIT STR TR278.9K shares-31.79%2025-12-312026-01-09 ABBV ABBVIE INC59.0K shares-1.60%2025-12-312026-01-09 DFUV DIMENSIONAL ETF TRUST285.5K shares-24.69%2025-12-312026-01-09 LLY ELI LILLY & CO17.8K shares33.96%2025-12-312026-01-09 VWO VANGUARD INTL EQUITY INDEX F244.2K shares-14.66%2025-12-312026-01-09 SPMO INVESCO EXCH TRADED FD TR II106.1K shares116.74%2025-12-312026-01-09 IJH ISHARES TR184.9K shares-4.68%2025-12-312026-01-09 CAT CATERPILLAR INC21.2K shares-10.83%2025-12-312026-01-09 SHW SHERWIN WILLIAMS CO37.4K shares-4.78%2025-12-312026-01-09 IHDG WISDOMTREE TR239.0K shares-2.66%2025-12-312026-01-09 XOM EXXON MOBIL CORP95.7K shares-11.93%2025-12-312026-01-09 IWM ISHARES TR46.3K shares-40.30%2025-12-312026-01-09 QEFA SPDR INDEX SHS FDS122.2K shares-4.36%2025-12-312026-01-09 ASTS AST SPACEMOBILE INC149.9K shares4.86%2025-12-312026-01-09 V VISA INC30.8K shares-13.02%2025-12-312026-01-09 IUSV ISHARES TR95.9K shares-12.08%2025-12-312026-01-09 DFGP DIMENSIONAL ETF TRUST181.7K shares2369.04%2025-12-312026-01-09 MA MASTERCARD INCORPORATED16.8K shares-6.70%2025-12-312026-01-09 SCHD SCHWAB STRATEGIC TR346.8K shares1.09%2025-12-312026-01-09 GQRE FLEXSHARES TR160.1K shares-22.66%2025-12-312026-01-09 MINT PIMCO ETF TR90.3K shares0.34%2025-12-312026-01-09 DUHP DIMENSIONAL ETF TRUST236.2K shares-38.27%2025-12-312026-01-09 EMR EMERSON ELEC CO67.3K shares-1.52%2025-12-312026-01-09 ACWV ISHARES INC75.2K shares-10.27%2025-12-312026-01-09 SCHF SCHWAB STRATEGIC TR370.8K shares-0.46%2025-12-312026-01-09 JEPI J P MORGAN EXCHANGE TRADED F151.9K shares-34.96%2025-12-312026-01-09 IYW ISHARES TR42.9K shares-22.00%2025-12-312026-01-09 JNJ JOHNSON & JOHNSON41.2K shares-19.91%2025-12-312026-01-09 PEP PEPSICO INC59.0K shares-0.12%2025-12-312026-01-09 MMIT NEW YORK LIFE INVTS ACTIVE E346.1K shares-2.72%2025-12-312026-01-09 SPGI S&P GLOBAL INC16.0K shares25.63%2025-12-312026-01-09 VCIT VANGUARD SCOTTSDALE FDS98.9K shares3.02%2025-12-312026-01-09 DON WISDOMTREE TR159.3K shares2.73%2025-12-312026-01-09 VB VANGUARD INDEX FDS31.7K shares-4.76%2025-12-312026-01-09 DFSD DIMENSIONAL ETF TRUST169.7K shares-33.19%2025-12-312026-01-09 IGSB ISHARES TR151.0K shares0.12%2025-12-312026-01-09 SO SOUTHERN CO90.9K shares-3.81%2025-12-312026-01-09 IBM INTERNATIONAL BUSINESS MACHS26.5K shares-14.12%2025-12-312026-01-09 CSCO CISCO SYS INC100.8K shares-8.50%2025-12-312026-01-09 BSV VANGUARD BD INDEX FDS94.5K shares-4.54%2025-12-312026-01-09 DIHP DIMENSIONAL ETF TRUST229.3K shares-17.42%2025-12-312026-01-09 ARES ARES MANAGEMENT CORPORATION44.5K shares-0.35%2025-12-312026-01-09 XLK SELECT SECTOR SPDR TR49.9K shares-15.66%2025-12-312026-01-09 SPSB SPDR SERIES TRUST235.9K shares-50.78%2025-12-312026-01-09 VUG VANGUARD INDEX FDS14.4K shares-20.32%2025-12-312026-01-09 DFAR DIMENSIONAL ETF TRUST303.0K shares-26.69%2025-12-312026-01-09 DGCB DIMENSIONAL ETF TRUST126.9K sharesnew addition2025-12-312026-01-09 INTU INTUIT10.2K shares4.43%2025-12-312026-01-09 SOXX ISHARES TR22.4K shares-5.12%2025-12-312026-01-09 BLACKROCK INC BLACKROCK INC6.3K shares-12.51%2025-12-312026-01-09 NOC NORTHROP GRUMMAN CORP11.6K shares-8.05%2025-12-312026-01-09 AMGN AMGEN INC20.2K shares-6.17%2025-12-312026-01-09 GILD GILEAD SCIENCES INC53.8K shares-2.62%2025-12-312026-01-09 JEPQ J P MORGAN EXCHANGE TRADED F113.5K shares-5.66%2025-12-312026-01-09 LDUR PIMCO ETF TR67.9K shares-31.82%2025-12-312026-01-09 TAXF AMERICAN CENTY ETF TR127.1K shares5.32%2025-12-312026-01-09 VPLS VANGUARD MALVERN FDS81.9K shares5.94%2025-12-312026-01-09 IQLT ISHARES TR140.1K shares-0.98%2025-12-312026-01-09 VO VANGUARD INDEX FDS21.6K shares4.00%2025-12-312026-01-09 GE AEROSPACE GE AEROSPACE20.2K shares-10.49%2025-12-312026-01-09 AXP AMERICAN EXPRESS CO16.7K shares-1.39%2025-12-312026-01-09 XLU SELECT SECTOR SPDR TR143.6K shares69.25%2025-12-312026-01-09 PWB INVESCO EXCHANGE TRADED FD T47.9K shares-3.62%2025-12-312026-01-09 MS MORGAN STANLEY33.9K shares0.00%2025-12-312026-01-09 TSM TAIWAN SEMICONDUCTOR MFG LTD19.6K shares5.31%2025-12-312026-01-09 LAMR LAMAR ADVERTISING CO NEW47.0K shares-0.09%2025-12-312026-01-09 VTV VANGUARD INDEX FDS30.7K shares-42.95%2025-12-312026-01-09 VIG VANGUARD SPECIALIZED FUNDS26.5K shares-2.78%2025-12-312026-01-09 NFLX NETFLIX INC61.7K shares621.20%2025-12-312026-01-09 VYM VANGUARD WHITEHALL FDS40.1K shares-36.02%2025-12-312026-01-09 IWF ISHARES TR12.1K shares0.90%2025-12-312026-01-09 ING ING GROEP N.V.202.9K shares-1.00%2025-12-312026-01-09 ICSH ISHARES TR112.0K shares6.27%2025-12-312026-01-09 SCHG SCHWAB STRATEGIC TR173.0K shares-2.00%2025-12-312026-01-09 RTX RTX CORPORATION30.4K shares-17.44%2025-12-312026-01-09 SCHO SCHWAB STRATEGIC TR227.3K shares-8.24%2025-12-312026-01-09 DLR DIGITAL RLTY TR INC35.8K shares-0.29%2025-12-312026-01-09 FREL FIDELITY COVINGTON TRUST204.8K shares-20.35%2025-12-312026-01-09 GEV GE VERNOVA INC8.3K shares-3.07%2025-12-312026-01-09 NETL ETF SER SOLUTIONS239.2K shares6.09%2025-12-312026-01-09 ONEV SPDR SERIES TRUST40.8K shares-11.90%2025-12-312026-01-09 BAC BANK AMERICA CORP98.3K shares-8.67%2025-12-312026-01-09 WCMI FIRST TR EXCHANGE-TRADED FD317.5K shares5.33%2025-12-312026-01-09 PANW PALO ALTO NETWORKS INC28.9K shares-15.83%2025-12-312026-01-09 HYLB DBX ETF TR143.2K shares-22.53%2025-12-312026-01-09 XLY SELECT SECTOR SPDR TR43.8K shares62.37%2025-12-312026-01-09 KO COCA COLA CO74.3K shares-1.53%2025-12-312026-01-09 FNDC SCHWAB STRATEGIC TR115.2K shares-19.61%2025-12-312026-01-09 IEI ISHARES TR42.9K shares-1.42%2025-12-312026-01-09 IBIT ISHARES BITCOIN TRUST ETF101.6K shares147.14%2025-12-312026-01-09 DE DEERE & CO10.7K shares-4.82%2025-12-312026-01-09 BUFR FIRST TR EXCHNG TRADED FD VI144.9K shares-22.11%2025-12-312026-01-09 QQQM INVESCO EXCH TRADED FD TR II19.2K shares2.93%2025-12-312026-01-09 VGSH VANGUARD SCOTTSDALE FDS82.3K shares5.15%2025-12-312026-01-09 DFIS DIMENSIONAL ETF TRUST146.0K shares-19.75%2025-12-312026-01-09 DGRW WISDOMTREE TR53.6K shares9.79%2025-12-312026-01-09 HON HONEYWELL INTL INC24.3K shares-6.09%2025-12-312026-01-09 SDVY FIRST TR EXCHANGE-TRADED FD122.5K shares2.21%2025-12-312026-01-09 ORLY OREILLY AUTOMOTIVE INC51.3K shares-11.14%2025-12-312026-01-09 GOVT ISHARES TR202.8K shares6.31%2025-12-312026-01-09 CRM SALESFORCE INC17.4K shares-10.91%2025-12-312026-01-09 MCD MCDONALDS CORP14.9K shares-11.71%2025-12-312026-01-09 KLAC KLA CORP3.7K shares-8.77%2025-12-312026-01-09 SLV ISHARES SILVER TR70.2K shares1.21%2025-12-312026-01-09 XME SPDR SERIES TRUST43.0K shares-11.80%2025-12-312026-01-09 LMT LOCKHEED MARTIN CORP9.1K shares-17.64%2025-12-312026-01-09 CGUS CAPITAL GROUP CORE EQUITY ET109.5K shares-39.90%2025-12-312026-01-09 UNH UNITEDHEALTH GROUP INC13.3K shares-3.70%2025-12-312026-01-09 SDOG ALPS ETF TR72.0K shares2.21%2025-12-312026-01-09 ROP ROPER TECHNOLOGIES INC9.8K shares-10.13%2025-12-312026-01-09 DUSB DIMENSIONAL ETF TRUST85.6K shares927.91%2025-12-312026-01-09 XLI SELECT SECTOR SPDR TR27.3K shares2.89%2025-12-312026-01-09 DBEF DBX ETF TR88.0K shares2.30%2025-12-312026-01-09 VPL VANGUARD INTL EQUITY INDEX F46.7K shares-1.24%2025-12-312026-01-09 GS GOLDMAN SACHS GROUP INC4.8K shares-2.48%2025-12-312026-01-09 PEG PUBLIC SVC ENTERPRISE GRP IN52.1K shares0.51%2025-12-312026-01-09 ISRG INTUITIVE SURGICAL INC7.3K shares-36.13%2025-12-312026-01-09 DHI D R HORTON INC28.8K shares0.11%2025-12-312026-01-09 DYNF BLACKROCK ETF TRUST67.5K shares20.52%2025-12-312026-01-09 AMD ADVANCED MICRO DEVICES INC19.1K shares-3.90%2025-12-312026-01-09 WM WASTE MGMT INC DEL18.5K shares-2.80%2025-12-312026-01-09 ADBE ADOBE INC11.5K shares-37.02%2025-12-312026-01-09 XLV SELECT SECTOR SPDR TR25.8K shares-0.22%2025-12-312026-01-09 DIS DISNEY WALT CO34.7K shares-10.94%2025-12-312026-01-09 PAYX PAYCHEX INC35.2K shares3.00%2025-12-312026-01-09 UNP UNION PAC CORP17.0K shares-45.60%2025-12-312026-01-09 CGDV CAPITAL GROUP DIVIDEND VALUE88.8K shares-38.64%2025-12-312026-01-09 EPI WISDOMTREE TR82.8K shares13.61%2025-12-312026-01-09 OMFL INVESCO EXCH TRD SLF IDX FD62.5K shares-76.25%2025-12-312026-01-09 AGG ISHARES TR38.2K shares1.44%2025-12-312026-01-09 UNILEVER PLC UNILEVER PLC57.5K sharesnew addition2025-12-312026-01-09 ABT ABBOTT LABS29.9K shares-33.83%2025-12-312026-01-09 VZ VERIZON COMMUNICATIONS INC91.5K shares-23.79%2025-12-312026-01-09 BHK BLACKROCK CORE BD TR382.3K shares3.88%2025-12-312026-01-09 PTY PIMCO CORPORATE & INCOME OPP278.7K shares3.63%2025-12-312026-01-09 CGCB CAPITAL GRP FIXED INCM ETF T135.2K shares-31.77%2025-12-312026-01-09 WAT WATERS CORP9.4K shares-0.61%2025-12-312026-01-09 VOT VANGUARD INDEX FDS12.7K shares5.88%2025-12-312026-01-09 XLE SELECT SECTOR SPDR TR78.2K shares70.57%2025-12-312026-01-09 XTRE BONDBLOXX ETF TRUST69.5K shares32.31%2025-12-312026-01-09 SUB ISHARES TR32.3K shares-5.35%2025-12-312026-01-09 EFA ISHARES TR35.9K shares7.07%2025-12-312026-01-09 AVEM AMERICAN CENTY ETF TR43.8K shares0.30%2025-12-312026-01-09 CSB VICTORY PORTFOLIOS II57.3K shares-29.05%2025-12-312026-01-09 PG PROCTER AND GAMBLE CO23.4K shares-25.99%2025-12-312026-01-09 IJR ISHARES TR27.3K shares24.25%2025-12-312026-01-09 DRI DARDEN RESTAURANTS INC17.7K shares478.89%2025-12-312026-01-09 VTIP VANGUARD MALVERN FDS65.3K shares-9.51%2025-12-312026-01-09 FNF FIDELITY NATIONAL FINANCIAL58.4K shares2.03%2025-12-312026-01-09 BIV VANGUARD BD INDEX FDS40.7K shares0.87%2025-12-312026-01-09 EQH EQUITABLE HLDGS INC66.4K shares2.62%2025-12-312026-01-09 VGIT VANGUARD SCOTTSDALE FDS52.5K shares8.47%2025-12-312026-01-09 VST VISTRA CORP19.5K shares440.40%2025-12-312026-01-09 PM PHILIP MORRIS INTL INC19.5K shares-16.02%2025-12-312026-01-09 SCHV SCHWAB STRATEGIC TR104.9K shares-4.81%2025-12-312026-01-09 HEQT SIMPLIFY EXCHANGE TRADED FUN96.7K shares-17.06%2025-12-312026-01-09 AXON AXON ENTERPRISE INC5.4K shares-7.37%2025-12-312026-01-09 AMT AMERICAN TOWER CORP NEW17.5K shares-7.39%2025-12-312026-01-09 XSVN BONDBLOXX ETF TRUST63.7K shares26.20%2025-12-312026-01-09 AVLV AMERICAN CENTY ETF TR40.3K shares5.88%2025-12-312026-01-09 MO ALTRIA GROUP INC52.8K shares-27.23%2025-12-312026-01-09 CTA SIMPLIFY EXCHANGE TRADED FUN110.6K shares-65.29%2025-12-312026-01-09 XLF SELECT SECTOR SPDR TR54.9K shares-22.64%2025-12-312026-01-09 ORCL ORACLE CORP15.3K shares1.01%2025-12-312026-01-09 IAGG ISHARES TR59.5K shares-57.68%2025-12-312026-01-09 VWOB VANGUARD WHITEHALL FDS44.1K shares33.21%2025-12-312026-01-09 HYDB ISHARES TR62.4K shares9.32%2025-12-312026-01-09 T AT&T INC118.2K shares-24.13%2025-12-312026-01-09 DIVO AMPLIFY ETF TR65.9K shares-27.74%2025-12-312026-01-09 SCHR SCHWAB STRATEGIC TR115.7K shares0.98%2025-12-312026-01-09 AVUV AMERICAN CENTY ETF TR28.3K shares3.74%2025-12-312026-01-09 XT ISHARES TR41.4K shares-76.35%2025-12-312026-01-09 CVS CVS HEALTH CORP36.2K shares-0.26%2025-12-312026-01-09 EAGG ISHARES TR60.0K shares-16.63%2025-12-312026-01-09 TMO THERMO FISHER SCIENTIFIC INC4.9K shares-18.40%2025-12-312026-01-09 FLSP FRANKLIN TEMPLETON ETF TR104.7K shares6.02%2025-12-312026-01-09 BK BANK NEW YORK MELLON CORP24.2K shares1.11%2025-12-312026-01-09 VNQ VANGUARD INDEX FDS31.4K shares-6.70%2025-12-312026-01-09 NEE NEXTERA ENERGY INC34.1K shares-1.25%2025-12-312026-01-09 TEQI T ROWE PRICE ETF INC60.4K shares-24.22%2025-12-312026-01-09 WFC WELLS FARGO CO NEW29.2K shares-2.55%2025-12-312026-01-09 SPMB SPDR SERIES TRUST121.1K shares4.74%2025-12-312026-01-09 MUB ISHARES TR25.1K shares-11.98%2025-12-312026-01-09 NVO NOVO-NORDISK A S52.9K shares70.02%2025-12-312026-01-09 PWR QUANTA SVCS INC6.3K shares5.35%2025-12-312026-01-09 SPTS SPDR SERIES TRUST91.4K shares24.29%2025-12-312026-01-09 BOXX EA SERIES TRUST23.0K shares-1.87%2025-12-312026-01-09 SHYD VANECK ETF TRUST115.1K shares-5.46%2025-12-312026-01-09 HYG ISHARES TR32.7K shares-11.56%2025-12-312026-01-09 JMST J P MORGAN EXCHANGE TRADED F51.7K shares-14.10%2025-12-312026-01-09 SPHQ INVESCO EXCHANGE TRADED FD T35.0K shares-0.40%2025-12-312026-01-09 IEMG ISHARES INC39.0K 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shares-5.02%2025-12-312026-01-09 XONE BONDBLOXX ETF TRUST21.0K shares23.11%2025-12-312026-01-09 FUTY FIDELITY COVINGTON TRUST18.7K shares-60.81%2025-12-312026-01-09 TLTW ISHARES TR45.5K shares24.79%2025-12-312026-01-09 HCA HCA HEALTHCARE INC2.2K shares0.55%2025-12-312026-01-09 QQA INVESCO ACTIVELY MANAGED EXC19.3K shares-1.78%2025-12-312026-01-09 EMXC ISHARES INC14.0K shares-19.79%2025-12-312026-01-09 CGNG CAPITAL GROUP NEW GEOGRAPHY31.6K sharesnew addition2025-12-312026-01-09 WMB WILLIAMS COS INC16.7K shares-8.32%2025-12-312026-01-09 O REALTY INCOME CORP17.8K shares-36.42%2025-12-312026-01-09 MNST MONSTER BEVERAGE CORP NEW12.9K shares-2.47%2025-12-312026-01-09 DLN WISDOMTREE TR11.3K shares9.03%2025-12-312026-01-09 DDTL INNOVATOR ETFS TRUST47.3K shares0.00%2025-12-312026-01-09 LQD ISHARES TR9.0K shares-28.73%2025-12-312026-01-09 FLQM FRANKLIN TEMPLETON ETF TR17.5K shares-6.32%2025-12-312026-01-09 CVMC MORGAN STANLEY ETF TRUST15.3K sharesnew addition2025-12-312026-01-09 SAP SAP SE4.0K shares10.28%2025-12-312026-01-09 PNC PNC FINL SVCS GROUP INC4.7K shares-3.05%2025-12-312026-01-09 VIOO VANGUARD ADMIRAL FDS INC8.6K shares-7.32%2025-12-312026-01-09 GL GLOBE LIFE INC6.7K sharesnew addition2025-12-312026-01-09 XC WISDOMTREE TR28.7K shares5.57%2025-12-312026-01-09 UMI USCF ETF TR18.8K shares-8.26%2025-12-312026-01-09 GWW WW GRAINGER INC914 shares-10.92%2025-12-312026-01-09 RY ROYAL BK CDA5.4K shares64.70%2025-12-312026-01-09 KKR & CO INC KKR & CO INC7.2K shares-6.10%2025-12-312026-01-09 IQV IQVIA HLDGS INC4.1K shares19.56%2025-12-312026-01-09 MCK MCKESSON CORP1.1K shares28.36%2025-12-312026-01-09 VGSR MANAGER DIRECTED PORTFOLIOS88.2K shares90.28%2025-12-312026-01-09 GPIX GOLDMAN SACHS ETF TR17.3K shares-20.75%2025-12-312026-01-09 TFLR T ROWE PRICE ETF INC17.8K shares81.64%2025-12-312026-01-09 QYLD GLOBAL X FDS51.7K shares-80.43%2025-12-312026-01-09 ET ENERGY TRANSFER L P55.1K shares-65.85%2025-12-312026-01-09 VBK VANGUARD INDEX FDS3.0K shares-10.55%2025-12-312026-01-09 SPTM SPDR SERIES TRUST10.9K shares-28.23%2025-12-312026-01-09 DCI DONALDSON INC10.1K shares-2.95%2025-12-312026-01-09 CGGO CAPITAL GROUP GBL GROWTH EQT25.7K shares-37.67%2025-12-312026-01-09 AWI ARMSTRONG WORLD INDS INC NEW4.7K shares-9.67%2025-12-312026-01-09 RGLD ROYAL GOLD INC4.0K shares-17.01%2025-12-312026-01-09 ITW ILLINOIS TOOL WKS INC3.6K shares-6.74%2025-12-312026-01-09 RAFE PIMCO EQUITY SER21.0K sharesnew addition2025-12-312026-01-09 NSC NORFOLK SOUTHN CORP3.0K shares2.28%2025-12-312026-01-09 QQQI NEOS ETF TRUST16.3K shares207.59%2025-12-312026-01-09 PAVE GLOBAL X FDS18.3K shares-29.05%2025-12-312026-01-09 WIW WESTERN AST INFL LKD OPP & I101.6K shares13.36%2025-12-312026-01-09 EOG EOG RES INC8.3K shares-2.44%2025-12-312026-01-09 GRMN GARMIN LTD4.3K shares-0.44%2025-12-312026-01-09 QQMG INVESCO EXCH TRADED FD TR II20.5K sharesnew addition2025-12-312026-01-09 SDG ISHARES TR10.3K shares-58.14%2025-12-312026-01-09 HASI HA SUSTAINABLE INFRA CAP INC27.6K shares-0.55%2025-12-312026-01-09 ESGV VANGUARD WORLD FD7.2K shares0.00%2025-12-312026-01-09 TMUS T-MOBILE US INC4.3K shares-5.05%2025-12-312026-01-09 PRMB PRIMO BRANDS CORPORATION52.2K shares10.90%2025-12-312026-01-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available