The Analysis of ELEVATION POINT WEALTH PARTNERS, LLC's Holdings
Currently, ELEVATION POINT WEALTH PARTNERS, LLC holds 671 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in VOO (+88.0K shares, valued at $54.0M), GLD (+70.7K shares, valued at $25.1M), IEFA (+259.3K shares, valued at $22.6M); decreased their positions in AAPL (-578.0K shares, valued at $147.2M), COWZ (-543.6K shares, valued at $31.2M), IVV (-43.2K shares, valued at $28.9M); initiated new positions in LMBS (+449.4K shares, valued at $22.4M), SPAB (+704.2K shares, valued at $18.2M), SCHZ (+775.1K shares, valued at $18.2M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VOO VANGUARD INDEX FDS89.4K shares6433.11%2025-09-302025-11-14
MSFT MICROSOFT CORP75.4K shares80.55%2025-09-302025-11-14 GLD SPDR GOLD TR92.4K shares325.33%2025-09-302025-11-14 AAPL APPLE INC119.8K shares-82.83%2025-09-302025-11-14 NVDA NVIDIA CORPORATION158.4K shares79.21%2025-09-302025-11-14 AVGO BROADCOM INC76.4K shares148.68%2025-09-302025-11-14 IEFA ISHARES TR288.5K shares887.10%2025-09-302025-11-14 LMBS FIRST TR EXCHANGETRADED FD449.4K sharesnew addition2025-09-302025-11-14 SPAB SPDR SERIES TRUST704.2K sharesnew addition2025-09-302025-11-14 SCHZ SCHWAB STRATEGIC TR775.1K sharesnew addition2025-09-302025-11-14 AMZN AMAZON COM INC80.6K shares0.92%2025-09-302025-11-14 JPM JPMORGAN CHASE CO55.9K shares56.01%2025-09-302025-11-14 VCIT VANGUARD SCOTTSDALE FDS199.0K sharesnew addition2025-09-302025-11-14 JPIE J P MORGAN EXCHANGE TRADED F357.5K shares15.19%2025-09-302025-11-14 IJH ISHARES TR252.5K shares88.21%2025-09-302025-11-14 EXR EXTRA SPACE STORAGE INC112.7K shares44449.41%2025-09-302025-11-14 BOND PIMCO ETF TR169.2K sharesnew addition2025-09-302025-11-14 EVTR MORGAN STANLEY ETF TRUST296.5K shares14.90%2025-09-302025-11-14 EMXC ISHARES INC206.5K shares14.53%2025-09-302025-11-14 LLY ELI LILLY CO18.2K shares436.23%2025-09-302025-11-14 META META PLATFORMS INC18.8K shares52.71%2025-09-302025-11-14 GOOGL ALPHABET INC51.8K shares-51.33%2025-09-302025-11-14 AGG ISHARES TR120.8K shares2446.11%2025-09-302025-11-14 SPTL SPDR SERIES TRUST443.8K sharesnew addition2025-09-302025-11-14 VGLT VANGUARD SCOTTSDALE FDS201.7K shares1344506.67%2025-09-302025-11-14 IEMG ISHARES INC173.5K shares178.10%2025-09-302025-11-14 SIVR ABRDN SILVER ETF TRUST251.6K sharesnew addition2025-09-302025-11-14 IJR ISHARES TR87.9K shares135.91%2025-09-302025-11-14 VO VANGUARD INDEX FDS35.1K shares10719.75%2025-09-302025-11-14 BRK.B BERKSHIRE HATHAWAY INC DEL20.4K shares-17.33%2025-09-302025-11-14 HYLS FIRST TR EXCHANGETRADED FD237.8K sharesnew addition2025-09-302025-11-14 ORCL ORACLE CORP33.8K shares206.78%2025-09-302025-11-14 RDVY FIRST TR EXCHANGE TRADED FD140.9K shares115.20%2025-09-302025-11-14 CVX CHEVRON CORP NEW59.6K shares257.17%2025-09-302025-11-14 FSCC FEDERATED HERMES ETF TRUST284.2K sharesnew addition2025-09-302025-11-14 IBM INTERNATIONAL BUSINESS MACHS28.6K shares57.93%2025-09-302025-11-14 OBDC BLUE OWL CAPITAL CORPORATION612.4K sharesnew addition2025-09-302025-11-14 JNJ JOHNSON JOHNSON42.3K shares169.11%2025-09-302025-11-14 XOM EXXON MOBIL CORP69.2K shares30.42%2025-09-302025-11-14 JMBS JANUS DETROIT STR TR168.7K sharesnew addition2025-09-302025-11-14 ABBV ABBVIE INC32.8K shares35.87%2025-09-302025-11-14 PG PROCTER AND GAMBLE CO47.4K shares6.65%2025-09-302025-11-14 MCD MCDONALDS CORP23.1K shares336.01%2025-09-302025-11-14 SPSB SPDR SERIES TRUST216.8K sharesnew addition2025-09-302025-11-14 OWL BLUE OWL CAPITAL INC374.2K shares5256.94%2025-09-302025-11-14 DXJ WISDOMTREE TR49.3K sharesnew addition2025-09-302025-11-14 IMCG ISHARES TR72.2K sharesnew addition2025-09-302025-11-14 VTV VANGUARD INDEX FDS31.2K shares1730.22%2025-09-302025-11-14 IQLT ISHARES TR130.6K sharesnew addition2025-09-302025-11-14 SOXX ISHARES TR21.2K shares-10.14%2025-09-302025-11-14 HD HOME DEPOT INC13.9K shares25.88%2025-09-302025-11-14 XLK SELECT SECTOR SPDR TR19.8K shares-55.32%2025-09-302025-11-14 FTCS FIRST TR EXCHANGETRADED FD59.6K sharesnew addition2025-09-302025-11-14 GS GOLDMAN SACHS GROUP INC6.8K shares25.77%2025-09-302025-11-14 MMC MARSH MCLENNAN COS INC26.0K shares4.86%2025-09-302025-11-14 JHML JOHN HANCOCK EXCHANGE TRADED65.8K sharesnew addition2025-09-302025-11-14 VBR VANGUARD INDEX FDS24.3K shares8287.24%2025-09-302025-11-14 ARKK ARK ETF TR58.9K shares-27.11%2025-09-302025-11-14 DIVO AMPLIFY ETF TR114.0K sharesnew addition2025-09-302025-11-14 GDX VANECK ETF TRUST65.2K shares50.30%2025-09-302025-11-14 ADP AUTOMATIC DATA PROCESSING IN16.8K shares181.46%2025-09-302025-11-14 NEE NEXTERA ENERGY INC65.1K shares13.29%2025-09-302025-11-14 QQQ INVESCO QQQ TR8.0K shares-33.25%2025-09-302025-11-14 DIS DISNEY WALT CO42.1K shares-25.32%2025-09-302025-11-14 FVD FIRST TR EXCHANGETRADED FD103.9K sharesnew addition2025-09-302025-11-14 BLK BLACKROCK INC4.0K shares2624.32%2025-09-302025-11-14 SPTI SPDR SERIES TRUST162.0K sharesnew addition2025-09-302025-11-14 TSLA TESLA INC10.5K shares-25.54%2025-09-302025-11-14 FTEC FIDELITY COVINGTON TRUST20.9K shares4623.08%2025-09-302025-11-14 WMT WALMART INC44.3K shares320.15%2025-09-302025-11-14 GOOG ALPHABET INC18.7K shares-75.23%2025-09-302025-11-14 TSM TAIWAN SEMICONDUCTOR MFG LTD16.2K shares-55.14%2025-09-302025-11-14 MA MASTERCARD INCORPORATED7.7K shares90.57%2025-09-302025-11-14 TJX TJX COS INC NEW29.3K shares55.60%2025-09-302025-11-14 VEA VANGUARD TAXMANAGED FDS70.4K shares8307.17%2025-09-302025-11-14 WMB WILLIAMS COS INC66.4K shares228.59%2025-09-302025-11-14 MS MORGAN STANLEY26.2K shares274.26%2025-09-302025-11-14 QUAL ISHARES TR21.2K shares-39.95%2025-09-302025-11-14 UBS UBS GROUP AG99.5K shares169.23%2025-09-302025-11-14 RTX RTX CORPORATION24.1K shares3135.22%2025-09-302025-11-14 GSID GOLDMAN SACHS ETF TR60.2K sharesnew addition2025-09-302025-11-14 SDY SPDR SERIES TRUST28.1K sharesnew addition2025-09-302025-11-14 V VISA INC11.5K shares32.39%2025-09-302025-11-14 WFC WELLS FARGO CO NEW46.3K shares12.87%2025-09-302025-11-14 XLG INVESCO EXCHANGE TRADED FD T66.3K sharesnew addition2025-09-302025-11-14 FPE FIRST TR EXCH TRADED FD III208.8K sharesnew addition2025-09-302025-11-14 DGRO ISHARES TR55.3K shares1.39%2025-09-302025-11-14 KMI KINDER MORGAN INC DEL129.2K shares3931.10%2025-09-302025-11-14 SPTS SPDR SERIES TRUST124.8K sharesnew addition2025-09-302025-11-14 IVV ISHARES TR5.3K shares-89.04%2025-09-302025-11-14 RWL INVESCO EXCH TRADED FD TR II32.1K sharesnew addition2025-09-302025-11-14 XLF SELECT SECTOR SPDR TR64.4K shares-31.13%2025-09-302025-11-14 EOI EATON VANCE ENHANCED EQUITY164.5K sharesnew addition2025-09-302025-11-14 LIN LINDE PLC7.3K shares-6.85%2025-09-302025-11-14 GOF GUGGENHEIM STRATEGIC OPPORTU229.3K sharesnew addition2025-09-302025-11-14 PEP PEPSICO INC24.5K shares37.85%2025-09-302025-11-14 NOBL PROSHARES TR33.2K shares9416.33%2025-09-302025-11-14 USMV ISHARES TR36.0K shares447.50%2025-09-302025-11-14 EEM ISHARES TR64.0K shares232.28%2025-09-302025-11-14 BGB BLACKSTONE STRATEGIC CRED 20277.0K sharesnew addition2025-09-302025-11-14 MRK MERCK CO INC39.7K shares-37.54%2025-09-302025-11-14 HTGC HERCULES CAPITAL INC171.5K shares2.59%2025-09-302025-11-14 UNP UNION PAC CORP13.4K shares2577.89%2025-09-302025-11-14 GM GENERAL MTRS CO51.5K shares17421.77%2025-09-302025-11-14 MBB ISHARES TR33.0K shares35.59%2025-09-302025-11-14 QCOM QUALCOMM INC18.7K shares-28.17%2025-09-302025-11-14 MDT MEDTRONIC PLC32.4K shares104.59%2025-09-302025-11-14 VIG VANGUARD SPECIALIZED FUNDS14.2K shares581.30%2025-09-302025-11-14 QQEW FIRST TR EXCHANGETRADED FD21.7K shares3391.47%2025-09-302025-11-14 CSCO CISCO SYS INC43.7K shares87.80%2025-09-302025-11-14 DBND DOUBLELINE ETF TRUST63.8K sharesnew addition2025-09-302025-11-14 FOLD AMICUS THERAPEUTICS INC375.7K sharesnew addition2025-09-302025-11-14 BXSL BLACKSTONE SECD LENDING FD110.2K sharesnew addition2025-09-302025-11-14 KO COCA COLA CO44.3K shares102.06%2025-09-302025-11-14 CMCSA COMCAST CORP NEW93.3K shares-17.70%2025-09-302025-11-14 ADI ANALOG DEVICES INC11.8K shares8.01%2025-09-302025-11-14 AXP AMERICAN EXPRESS CO8.7K shares97.18%2025-09-302025-11-14 VGT VANGUARD WORLD FD3.9K shares266.35%2025-09-302025-11-14 MTUM ISHARES TR11.3K shares106.56%2025-09-302025-11-14 SPY SPDR SP 500 ETF TR4.3K shares-2.49%2025-09-302025-11-14 XEL XCEL ENERGY INC34.8K shares467.90%2025-09-302025-11-14 SPUS TIDAL TRUST I56.4K sharesnew addition2025-09-302025-11-14 AZN ASTRAZENECA PLC36.2K shares-19.11%2025-09-302025-11-14 ABT ABBOTT LABS20.6K shares13.62%2025-09-302025-11-14 AEP AMERICAN ELEC PWR CO INC24.3K shares2126.90%2025-09-302025-11-14 XLV SELECT SECTOR SPDR TR19.6K shares-16.72%2025-09-302025-11-14 NFLX NETFLIX INC2.3K shares-29.39%2025-09-302025-11-14 GD GENERAL DYNAMICS CORP7.9K shares229.49%2025-09-302025-11-14 XLC SELECT SECTOR SPDR TR22.7K shares-30.17%2025-09-302025-11-14 FIXD FIRST TR EXCHNG TRADED FD VI60.5K sharesnew addition2025-09-302025-11-14 LOW LOWES COS INC10.6K shares18.72%2025-09-302025-11-14 TLT ISHARES TR28.4K shares945000.00%2025-09-302025-11-14 ETN EATON CORP PLC6.8K shares336.96%2025-09-302025-11-14 GE GE AEROSPACE8.3K shares214.45%2025-09-302025-11-14 JAAA JANUS DETROIT STR TR49.3K shares2114.61%2025-09-302025-11-14 JHMM JOHN HANCOCK EXCHANGE TRADED38.6K sharesnew addition2025-09-302025-11-14 AMLP ALPS ETF TR53.0K shares44410.92%2025-09-302025-11-14 XLE SELECT SECTOR SPDR TR27.0K shares70.78%2025-09-302025-11-14 VLUE ISHARES TR18.9K shares414.89%2025-09-302025-11-14 PANW PALO ALTO NETWORKS INC11.4K shares309.66%2025-09-302025-11-14 PLD PROLOGIS INC19.9K shares1337.41%2025-09-302025-11-14 PAG PENSKE AUTOMOTIVE GRP INC12.9K sharesnew addition2025-09-302025-11-14 DHI D R HORTON INC13.1K shares144.82%2025-09-302025-11-14 CME CME GROUP INC8.2K shares-15.84%2025-09-302025-11-14 TXN TEXAS INSTRS INC11.8K shares5412.62%2025-09-302025-11-14 FTGC FIRST TR EXCHANGE TRAD FD VI83.4K sharesnew addition2025-09-302025-11-14 VYM VANGUARD WHITEHALL FDS15.3K shares-76.24%2025-09-302025-11-14 SAP SAP SE8.0K shares-56.42%2025-09-302025-11-14 TFLO ISHARES TR42.2K sharesnew addition2025-09-302025-11-14 COST COSTCO WHSL CORP NEW2.3K shares90.72%2025-09-302025-11-14 FTAI FTAI AVIATION LTD12.7K sharesnew addition2025-09-302025-11-14 VUG VANGUARD INDEX FDS4.4K shares379.78%2025-09-302025-11-14 MUNI PIMCO ETF TR40.3K sharesnew addition2025-09-302025-11-14 GBIL GOLDMAN SACHS ETF TR21.0K sharesnew addition2025-09-302025-11-14 BCS BARCLAYS PLC101.5K shares26.75%2025-09-302025-11-14 VZ VERIZON COMMUNICATIONS INC46.7K shares599.57%2025-09-302025-11-14 TLH ISHARES TR19.9K shares13.77%2025-09-302025-11-14 FDL FIRST TR EXCHANGETRADED FD47.1K sharesnew addition2025-09-302025-11-14 GEM GOLDMAN SACHS ETF TR50.1K sharesnew addition2025-09-302025-11-14 NOW SERVICENOW INC2.2K shares394.87%2025-09-302025-11-14 BA BOEING CO9.4K shares108.24%2025-09-302025-11-14 MMM 3M CO13.0K shares53.15%2025-09-302025-11-14 UBER UBER TECHNOLOGIES INC20.2K shares38.05%2025-09-302025-11-14 ADC AGREE RLTY CORP27.4K shares8265.85%2025-09-302025-11-14 MDLZ MONDELEZ INTL INC30.3K shares83.67%2025-09-302025-11-14 PDX PIMCO DYNAMIC INCOME STRATEG75.5K sharesnew addition2025-09-302025-11-14 UNH UNITEDHEALTH GROUP INC5.5K shares-71.08%2025-09-302025-11-14 COF CAPITAL ONE FINL CORP8.9K shares205.25%2025-09-302025-11-14 IWF ISHARES TR4.0K shares-26.45%2025-09-302025-11-14 BAC BANK AMERICA CORP36.1K shares528.62%2025-09-302025-11-14 COP CONOCOPHILLIPS19.6K shares15.96%2025-09-302025-11-14 SRLN SSGA ACTIVE ETF TR44.5K shares322.40%2025-09-302025-11-14 VNQ VANGUARD INDEX FDS20.0K sharesnew addition2025-09-302025-11-14 EFA ISHARES TR19.3K shares-50.29%2025-09-302025-11-14 RJF RAYMOND JAMES FINL INC10.4K shares8.44%2025-09-302025-11-14 KLAC KLA CORP1.7K shares-2.30%2025-09-302025-11-14 RCL ROYAL CARIBBEAN GROUP5.5K shares1135.75%2025-09-302025-11-14 XLU SELECT SECTOR SPDR TR20.3K shares45.70%2025-09-302025-11-14 BSX BOSTON SCIENTIFIC CORP18.0K shares63.07%2025-09-302025-11-14 AMGN AMGEN INC6.2K shares626.60%2025-09-302025-11-14 RSP INVESCO EXCHANGE TRADED FD T9.2K sharesnew addition2025-09-302025-11-14 IXJ ISHARES TR19.7K shares2447.67%2025-09-302025-11-14 PM PHILIP MORRIS INTL INC10.7K shares-61.60%2025-09-302025-11-14 YOU CLEAR SECURE INC52.0K shares5847.60%2025-09-302025-11-14 FMB FIRST TR EXCH TRADED FD III33.9K sharesnew addition2025-09-302025-11-14 LMT LOCKHEED MARTIN CORP3.4K shares42.14%2025-09-302025-11-14 VGK VANGUARD INTL EQUITY INDEX F21.4K shares3176.45%2025-09-302025-11-14 IWD ISHARES TR8.3K shares431.11%2025-09-302025-11-14 STWD STARWOOD PPTY TR INC84.6K sharesnew addition2025-09-302025-11-14 XLI SELECT SECTOR SPDR TR10.9K shares-38.67%2025-09-302025-11-14 UL UNILEVER PLC28.3K shares-11.63%2025-09-302025-11-14 CB CHUBB LIMITED5.8K shares303.53%2025-09-302025-11-14 OKE ONEOK INC NEW22.5K shares257.63%2025-09-302025-11-14 SCHW SCHWAB CHARLES CORP17.1K shares-48.94%2025-09-302025-11-14 NVS NOVARTIS AG12.7K shares-25.00%2025-09-302025-11-14 EPR EPR PPTYS27.9K shares111536.00%2025-09-302025-11-14 BCI ABRDN ETFS75.3K shares501.49%2025-09-302025-11-14 BAR GRANITESHARES GOLD TR42.4K sharesnew addition2025-09-302025-11-14 AFG AMERICAN FINL GROUP INC OHIO11.0K shares21948.00%2025-09-302025-11-14 ARCC ARES CAPITAL CORP78.1K shares2427.02%2025-09-302025-11-14 TRV TRAVELERS COMPANIES INC5.7K shares206.66%2025-09-302025-11-14 ET ENERGY TRANSFER L P92.3K shares92158.00%2025-09-302025-11-14 COIN COINBASE GLOBAL INC4.7K shares89.14%2025-09-302025-11-14 DUK DUKE ENERGY CORP NEW12.5K shares-2.32%2025-09-302025-11-14 ACN ACCENTURE PLC IRELAND6.2K shares-59.65%2025-09-302025-11-14 RWR SPDR SERIES TRUST15.4K sharesnew addition2025-09-302025-11-14 PSX PHILLIPS 6611.2K shares398.05%2025-09-302025-11-14 INTU INTUIT2.2K shares222.93%2025-09-302025-11-14 BDX BECTON DICKINSON CO7.8K shares138.49%2025-09-302025-11-14 SMIG ETF SER SOLUTIONS48.7K sharesnew addition2025-09-302025-11-14 PYLD PIMCO ETF TR53.6K sharesnew addition2025-09-302025-11-14 FSMB FIRST TR EXCH TRADED FD III71.5K sharesnew addition2025-09-302025-11-14 SCHD SCHWAB STRATEGIC TR52.5K sharesnew addition2025-09-302025-11-14 EOG EOG RES INC12.7K shares13.02%2025-09-302025-11-14 CCEP COCACOLA EUROPACIFIC PARTNE15.7K shares-9.33%2025-09-302025-11-14 TMO THERMO FISHER SCIENTIFIC INC2.9K shares103.50%2025-09-302025-11-14 T ATT INC49.7K shares49.82%2025-09-302025-11-14 JCI JOHNSON CTLS INTL PLC12.7K shares3835.09%2025-09-302025-11-14 CRM SALESFORCE INC5.9K shares91.81%2025-09-302025-11-14 IAU ISHARES GOLD TR19.1K shares65.91%2025-09-302025-11-14 XLP SELECT SECTOR SPDR TR17.4K shares-10.06%2025-09-302025-11-14 MU MICRON TECHNOLOGY INC8.1K shares-15.69%2025-09-302025-11-14 CLOI VANECK ETF TRUST25.6K sharesnew addition2025-09-302025-11-14 FMHI FIRST TR EXCH TRADED FD III28.3K sharesnew addition2025-09-302025-11-14 PZA INVESCO EXCH TRADED FD TR II58.3K sharesnew addition2025-09-302025-11-14 HEDJ WISDOMTREE TR26.6K sharesnew addition2025-09-302025-11-14 SSUS STRATEGY SHS27.7K sharesnew addition2025-09-302025-11-14 LRCX LAM RESEARCH CORP9.9K shares476.71%2025-09-302025-11-14 CVS CVS HEALTH CORP17.5K shares2155.53%2025-09-302025-11-14 USIG ISHARES TR25.2K sharesnew addition2025-09-302025-11-14 BIP BROOKFIELD INFRAST PARTNERS39.9K sharesnew addition2025-09-302025-11-14 VRTS VIRTUS INVT PARTNERS INC6.9K sharesnew addition2025-09-302025-11-14 INGR INGREDION INC10.7K sharesnew addition2025-09-302025-11-14 XLY SELECT SECTOR SPDR TR5.4K shares-60.13%2025-09-302025-11-14 TT TRANE TECHNOLOGIES PLC3.1K sharesnew addition2025-09-302025-11-14 SHY ISHARES TR15.5K shares491.60%2025-09-302025-11-14 TRP TC ENERGY CORP23.1K shares4.26%2025-09-302025-11-14 PNC PNC FINL SVCS GROUP INC6.3K shares561.64%2025-09-302025-11-14 ORLY OREILLY AUTOMOTIVE INC11.8K shares38.77%2025-09-302025-11-14 DHIL DIAMOND HILL INVT GROUP INC9.0K shares-11.05%2025-09-302025-11-14 MAA MIDAMER APT CMNTYS INC8.9K shares5240.12%2025-09-302025-11-14 MLPX GLOBAL X FDS19.9K sharesnew addition2025-09-302025-11-14 SMMU PIMCO ETF TR24.6K sharesnew addition2025-09-302025-11-14 BX BLACKSTONE INC7.2K shares28.21%2025-09-302025-11-14 JBL JABIL INC5.6K shares279250.00%2025-09-302025-11-14 GCOR GOLDMAN SACHS ETF TR28.8K sharesnew addition2025-09-302025-11-14 GSSC GOLDMAN SACHS ETF TR15.8K sharesnew addition2025-09-302025-11-14 USHY ISHARES TR31.3K shares38580.25%2025-09-302025-11-14 VRT VERTIV HOLDINGS CO7.8K shares-33.12%2025-09-302025-11-14 SNY SANOFI SA24.9K shares-20.38%2025-09-302025-11-14 JEPI J P MORGAN EXCHANGE TRADED F20.3K sharesnew addition2025-09-302025-11-14 SBUX STARBUCKS CORP13.7K shares148.39%2025-09-302025-11-14 CRWD CROWDSTRIKE HLDGS INC2.4K shares-55.37%2025-09-302025-11-14 IXC ISHARES 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shares115.92%2025-09-302025-11-14 ERIC TELEFONAKTIEBOLAGET LM ERICS45.6K shares-56.90%2025-09-302025-11-14 EFV ISHARES TR5.6K shares-93.68%2025-09-302025-11-14 CACI CACI INTL INC763 sharesnew addition2025-09-302025-11-14 CHE CHEMED CORP NEW849 sharesnew addition2025-09-302025-11-14 URI UNITED RENTALS INC398 shares-85.69%2025-09-302025-11-14 ENB ENBRIDGE INC7.5K shares105.58%2025-09-302025-11-14 WCC WESCO INTL INC1.8K sharesnew addition2025-09-302025-11-14 SYY SYSCO CORP4.6K shares-63.72%2025-09-302025-11-14 TCAF T ROWE PRICE ETF INC9.9K sharesnew addition2025-09-302025-11-14 CLX CLOROX CO DEL3.0K shares38.03%2025-09-302025-11-14 CRH CRH PLC3.1K shares-69.63%2025-09-302025-11-14 LH LABCORP HOLDINGS INC1.3K shares523.79%2025-09-302025-11-14 CON CONCENTRA GROUP HOLDINGS PAR17.6K sharesnew addition2025-09-302025-11-14 BRX BRIXMOR PPTY GROUP INC13.1K shares21806.67%2025-09-302025-11-14 RBC RBC BEARINGS INC932 shares4560.00%2025-09-302025-11-14 HDB HDFC BANK LTD10.6K shares164.93%2025-09-302025-11-14 MPLX MPLX LP7.3K shares1356.00%2025-09-302025-11-14 SNOW SNOWFLAKE INC1.6K shares-42.06%2025-09-302025-11-14 CSQ CALAMOS STRATEGIC TOTAL RETU18.6K sharesnew addition2025-09-302025-11-14 IBB ISHARES TR2.5K shares10216.67%2025-09-302025-11-14 GOCT FIRST TR EXCHNG TRADED FD VI9.3K sharesnew addition2025-09-302025-11-14 TNGY TORTOISE CAPITAL SERIES TRUS39.2K sharesnew addition2025-09-302025-11-14 USFD US FOODS HLDG CORP4.6K shares-76.52%2025-09-302025-11-14 GGG GRACO INC4.2K shares10543.59%2025-09-302025-11-14 VRP INVESCO EXCH TRADED FD TR II14.3K sharesnew addition2025-09-302025-11-14 MNST MONSTER BEVERAGE CORP NEW5.2K shares-5.81%2025-09-302025-11-14 MGM MGM RESORTS INTERNATIONAL10.1K sharesnew addition2025-09-302025-11-14 CSX CSX CORP9.9K shares260.19%2025-09-302025-11-14 VTWO VANGUARD SCOTTSDALE FDS3.6K sharesnew addition2025-09-302025-11-14 EA ELECTRONIC ARTS INC1.7K shares-50.98%2025-09-302025-11-14 PPL PPL CORP9.3K shares-58.62%2025-09-302025-11-14 TRGP TARGA RES CORP2.1K shares581.85%2025-09-302025-11-14 LULU LULULEMON ATHLETICA INC1.9K shares-51.93%2025-09-302025-11-14 WTFC WINTRUST FINL CORP2.6K shares1.68%2025-09-302025-11-14 MEDP MEDPACE HLDGS INC668 sharesnew addition2025-09-302025-11-14 CMA COMERICA INC4.9K shares9150.94%2025-09-302025-11-14 IDXX IDEXX LABS INC524 shares682.09%2025-09-302025-11-14 TFC TRUIST FINL CORP7.3K shares132.35%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available