The Analysis of Family Legacy Financial Solutions, LLC's Holdings
Currently, Family Legacy Financial Solutions, LLC holds 257 types of securities in its portfolio with a total value $130.6M. In the most recent quarter, they have increased their positions in USFR (+48.3K shares, valued at $2.4M), ZAPR (+67.8K shares, valued at $1.7M), SCHX (+61.3K shares, valued at $1.6M); decreased their positions in UDEC (-10.7K shares, valued at $409.6K), ABT (-2.4K shares, valued at $315.4K), MRVL (-2.7K shares, valued at $224.3K); initiated new positions in ZAPR (+67.8K shares, valued at $1.7M), ZJUN (+9.0K shares, valued at $238.4K), DYNF (+1.8K shares, valued at $105.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
USFR WISDOMTREE FLOATING RATE TREASURY FUND425.7K shares12.80%2025-09-302025-10-07
SCHX SCHWAB U.S. LARGE-CAP ETF480.6K shares14.61%2025-09-302025-10-07 AMD ADVANCED MICRO DEVICES INC COM59.9K shares-0.07%2025-09-302025-10-07 LLY ELI LILLY & CO COM8.8K shares2.21%2025-09-302025-10-07 SCHM SCHWAB U.S. MID-CAP ETF224.9K shares17.17%2025-09-302025-10-07 UDEC INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - DECEMBER171.1K shares-5.87%2025-09-302025-10-07 SCHA SCHWAB U.S. SMALL-CAP ETF215.7K shares13.35%2025-09-302025-10-07 DHR DANAHER CORPORATION COM26.1K shares-1.28%2025-09-302025-10-07 STIP ISHARES 0-5 YEAR TIPS BOND ETF47.3K shares11.31%2025-09-302025-10-07 RVTY REVVITY INC54.2K shares0.00%2025-09-302025-10-07 SYK STRYKER CORP10.9K shares0.00%2025-09-302025-10-07 NVDA NVIDIA CORPORATION COM14.2K shares13.81%2025-09-302025-10-07 PANW PALO ALTO NETWORKS INC COM11.2K shares8.99%2025-09-302025-10-07 SCHF SCHWAB INTERNATIONAL EQUITY ETF92.9K shares19.37%2025-09-302025-10-07 DOCS DOXIMITY INC CL A26.5K shares11.57%2025-09-302025-10-07 ZAPR INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR APRIL67.8K sharesnew addition2025-09-302025-10-07 WM WASTE MGMT INC DEL COM7.3K shares7.94%2025-09-302025-10-07 SAP SAP SE ORDF5.8K shares-1.32%2025-09-302025-10-07 MRVL MARVELL TECHNOLOGY INC COM18.2K shares-12.76%2025-09-302025-10-07 SPY SPDR S&P 500 ETF TRUST2.0K shares-0.20%2025-09-302025-10-07 MSFT MICROSOFT CORP COM2.6K shares3.47%2025-09-302025-10-07 COST COSTCO WHSL CORP NEW COM1.4K shares21.91%2025-09-302025-10-07 VLTO VERALTO CORP COM SHS10.9K shares-4.07%2025-09-302025-10-07 CARR CARRIER GLOBAL CORPORATION COM19.2K shares7.99%2025-09-302025-10-07 LIN LINDE PLC SHS2.4K shares12.32%2025-09-302025-10-07 TIP ISHARES TIPS BOND ETF9.2K shares-15.25%2025-09-302025-10-07 CMI CUMMINS INC COM2.3K shares3.15%2025-09-302025-10-07 SWKS SKYWORKS SOLUTIONS INC11.8K shares0.00%2025-09-302025-10-07 DOV DOVER CORP COM5.4K shares61.00%2025-09-302025-10-07 FTV FORTIVE CORP DISC13.9K shares20.47%2025-09-302025-10-07 ADI ANALOG DEVICES INC3.4K shares0.00%2025-09-302025-10-07 AAPL APPLE INC COM2.9K shares-14.62%2025-09-302025-10-07 TSLA TESLA INC COM1.6K shares2.56%2025-09-302025-10-07 IVV ISHARES CORE S&P 500 ETF792 shares54.09%2025-09-302025-10-07 D DOMINION ENERGY INC COM7.9K shares7.29%2025-09-302025-10-07 LMT LOCKHEED MARTIN CORP COM814 shares-22.40%2025-09-302025-10-07 IUSG ISHARES CORE S&P U.S. GROWTH ETF2.4K shares-3.09%2025-09-302025-10-07 META META PLATFORMS INC CL A532 shares30.39%2025-09-302025-10-07 F FORD MTR CO COM32.3K shares-34.44%2025-09-302025-10-07 ABBV ABBVIE INC COM1.6K shares0.06%2025-09-302025-10-07 JNJ JOHNSON & JOHNSON COM1.9K shares-30.19%2025-09-302025-10-07 ED CONSOLIDATED EDISON INC COM3.4K shares-16.12%2025-09-302025-10-07 BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW652 shares-1.06%2025-09-302025-10-07 DUK DUKE ENERGY CORP NEW COM NEW2.5K shares-1.61%2025-09-302025-10-07 AMZN AMAZON COM INC COM1.2K shares-15.29%2025-09-302025-10-07 CRM SALESFORCE INC COM1.1K shares-13.60%2025-09-302025-10-07 UHS UNIVERSAL HEALTH SVCS INCLASS B1.2K shares0.00%2025-09-302025-10-07 ZJUN INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JUNE9.0K sharesnew addition2025-09-302025-10-07 SCHH SCHWAB U.S. REIT ETF10.7K shares-7.57%2025-09-302025-10-07 SCHE SCHWAB EMERGING MARKETS EQUITY ETF6.9K shares-8.64%2025-09-302025-10-07 HOLX HOLOGIC INC3.3K shares0.00%2025-09-302025-10-07 RACE FERRARI N V COM427 shares44.26%2025-09-302025-10-07 BLDR BUILDERS FIRSTSOURCE INC COM1.6K shares0.00%2025-09-302025-10-07 GRMN GARMIN LTD SHS762 shares-20.79%2025-09-302025-10-07 TECH BIO-TECHNE CORP3.4K shares0.00%2025-09-302025-10-07 PEP PEPSICO INC COM1.2K shares-39.18%2025-09-302025-10-07 VRT VERTIV HOLDINGS CO COM CL A1.0K shares0.10%2025-09-302025-10-07 RDDT REDDIT INC CL A654 shares-18.25%2025-09-302025-10-07 BSV VANGUARD SHORT-TERM BOND ETF1.9K shares0.60%2025-09-302025-10-07 VOO VANGUARD S&P 500 ETF233 shares0.00%2025-09-302025-10-07 IWM ISHARES RUSSELL 2000 ETF588 shares-1.51%2025-09-302025-10-07 XMAG DEFIANCE LARGE CAP EX-MAG 7 ETF6.2K shares0.02%2025-09-302025-10-07 VTI VANGUARD TOTAL STOCK MARKET ETF408 shares0.25%2025-09-302025-10-07 GLD SPDR GOLD SHARES365 shares-0.27%2025-09-302025-10-07 RDNT RADNET INC COM1.6K shares6.67%2025-09-302025-10-07 XLV HEALTH CARE SELECT SECTOR SPDR FUND850 shares0.12%2025-09-302025-10-07 DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF1.8K sharesnew addition2025-09-302025-10-07 HII HUNTINGTON INGALLS INDS INC COM358 sharesnew addition2025-09-302025-10-07 DVN DEVON ENERGY CORP NEW COM2.9K shares-43.81%2025-09-302025-10-07 FBTC FIDELITY WISE ORIGIN BITCOIN FUND1.0K shares0.00%2025-09-302025-10-07 IVW ISHARES S&P 500 GROWTH ETF770 shares940.54%2025-09-302025-10-07 NOC NORTHROP GRUMMAN CORP COM150 shares0.00%2025-09-302025-10-07 DAL DELTA AIR LINES INC DEL COM NEW1.6K shares19.25%2025-09-302025-10-07 VB VANGUARD SMALL-CAP ETF336 shares-0.88%2025-09-302025-10-07 ARM ARM HOLDINGS PLC SPONSORED ADS600 shares0.00%2025-09-302025-10-07 MOAT VANECK MORNINGSTAR WIDE MOAT ETF838 shares0.00%2025-09-302025-10-07 ORCL ORACLE CORP COM275 shares0.00%2025-09-302025-10-07 DTD WISDOMTREE U.S. TOTAL DIVIDEND FUND913 shares0.55%2025-09-302025-10-07 IOT SAMSARA INC COM CL A2.0K shares100.00%2025-09-302025-10-07 AI C3 AI INC CL A4.2K shares0.00%2025-09-302025-10-07 EFV ISHARES MSCI EAFE VALUE ETF1.1K sharesnew addition2025-09-302025-10-07 CVX CHEVRON CORP NEW COM457 shares-0.65%2025-09-302025-10-07 XLK TECHNOLOGY SELECT SECTOR SPDR FUND233 shares-6.43%2025-09-302025-10-07 DXCM DEXCOM INC COM971 shares-15.42%2025-09-302025-10-07 NOW SERVICENOW INC COM68 shares-39.82%2025-09-302025-10-07 TLT ISHARES 20 YEAR TREASURY BOND ETF635 sharesnew addition2025-09-302025-10-07 SCHD SCHWAB US DIVIDEND EQUITY ETF2.0K shares-21.98%2025-09-302025-10-07 BCRX BIOCRYST PHARMACEUTICALS INC COM6.9K shares-13.71%2025-09-302025-10-07 CSCO CISCO SYS INC COM742 shares0.41%2025-09-302025-10-07 SPYV SPDR PORTFOLIO S&P 500 VALUE ETF898 sharesnew addition2025-09-302025-10-07 VO VANGUARD MID-CAP ETF167 shares0.60%2025-09-302025-10-07 OEF ISHARES S&P 100 ETF147 sharesnew addition2025-09-302025-10-07 QUAL ISHARES MSCI USA QUALITY FACTOR ETF246 sharesnew addition2025-09-302025-10-07 EFG ISHARES MSCI EAFE GROWTH ETF411 sharesnew addition2025-09-302025-10-07 MTB M & T BK CORP COM236 shares0.00%2025-09-302025-10-07 THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF1.2K sharesnew addition2025-09-302025-10-07 CMG CHIPOTLE MEXICAN GRILL INC COM1.2K shares-52.98%2025-09-302025-10-07 VUG VANGUARD GROWTH ETF95 sharesnew addition2025-09-302025-10-07 KO COCA COLA CO COM647 shares0.62%2025-09-302025-10-07 WFC WELLS FARGO CO NEW COM500 shares0.00%2025-09-302025-10-07 COF CAPITAL ONE FINL CORP COM196 shares0.51%2025-09-302025-10-07 XLB MATERIALS SELECT SECTOR SPDR FUND458 shares0.44%2025-09-302025-10-07 VTV VANGUARD VALUE ETF217 sharesnew addition2025-09-302025-10-07 CAT CATERPILLAR INC COM82 shares1.23%2025-09-302025-10-07 PLTR PALANTIR TECHNOLOGIES INC CL A200 shares-13.04%2025-09-302025-10-07 GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST475 sharesnew addition2025-09-302025-10-07 MS MORGAN STANLEY COM NEW213 shares91.89%2025-09-302025-10-07 MCD MCDONALDS CORP COM111 shares0.00%2025-09-302025-10-07 JPM JPMORGAN CHASE & CO. COM104 shares92.59%2025-09-302025-10-07 EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF464 sharesnew addition2025-09-302025-10-07 ETHE GRAYSCALE ETHEREUM TRUST ETF875 shares-1.69%2025-09-302025-10-07 ICLN ISHARES GLOBAL CLEAN ENERGY ETF1.9K shares0.05%2025-09-302025-10-07 DRLL STRIVE U.S. ENERGY ETF1.0K shares0.78%2025-09-302025-10-07 IEUR ISHARES CORE MSCI EUROPE ETF425 sharesnew addition2025-09-302025-10-07 BBUS JPMORGAN BETABUILDERS U.S. EQUITY ETF238 shares-1.65%2025-09-302025-10-07 GOOG ALPHABET INC CAP STK CL C115 shares-3.36%2025-09-302025-10-07 IEFA ISHARES CORE MSCI EAFE ETF319 shares-24.41%2025-09-302025-10-07 CRWV COREWEAVE INC COM CL A200 shares166.67%2025-09-302025-10-07 V VISA INC COM CL A78 shares0.00%2025-09-302025-10-07 PNC PNC FINL SVCS GROUP INC COM131 shares0.00%2025-09-302025-10-07 MA MASTERCARD INCORPORATED CL A46 shares0.00%2025-09-302025-10-07 HBAN HUNTINGTON BANCSHARES INC COM1.5K shares-1.78%2025-09-302025-10-07 MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF100 shares0.00%2025-09-302025-10-07 SHOP SHOPIFY INC CL A SUB VTG SHS170 shares-22.73%2025-09-302025-10-07 DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST53 shares-15.87%2025-09-302025-10-07 TTD THE TRADE DESK INC COM CL A500 shares163.16%2025-09-302025-10-07 GOOGL ALPHABET INC CAP STK CL A101 shares1.00%2025-09-302025-10-07 FDX FEDEX CORP COM100 shares0.00%2025-09-302025-10-07 MP MP MATERIALS CORP COM CL A350 shares0.00%2025-09-302025-10-07 SBUX STARBUCKS CORP COM264 shares0.76%2025-09-302025-10-07 BAC BANK AMERICA CORP COM430 shares0.00%2025-09-302025-10-07 BA BOEING CO COM100 sharesnew addition2025-09-302025-10-07 MUB ISHARES NATIONAL MUNI BOND ETF192 sharesnew addition2025-09-302025-10-07 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF301 sharesnew addition2025-09-302025-10-07 CRWD CROWDSTRIKE HLDGS INC CL A40 shares0.00%2025-09-302025-10-07 BHP BHP GROUP LTD SPONSORED ADS341 shares2.10%2025-09-302025-10-07 SCHV SCHWAB U.S. LARGE-CAP VALUE ETF653 shares0.46%2025-09-302025-10-07 QS QUANTUMSCAPE CORP COM CL A1.4K sharesnew addition2025-09-302025-10-07 WMT WALMART INC COM162 shares0.00%2025-09-302025-10-07 VBK VANGUARD SMALL-CAP GROWTH ETF55 sharesnew addition2025-09-302025-10-07 HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF412 sharesnew addition2025-09-302025-10-07 USMV ISHARES MSCI USA MIN VOL FACTOR ETF164 sharesnew addition2025-09-302025-10-07 HD HOME DEPOT INC COM38 shares0.00%2025-09-302025-10-07 VLUE ISHARES MSCI USA VALUE FACTOR ETF120 shares0.00%2025-09-302025-10-07 XOM EXXON MOBIL CORP COM133 shares1.53%2025-09-302025-10-07 IBIT ISHARES BITCOIN TRUST ETF229 shares3171.43%2025-09-302025-10-07 IBM INTERNATIONAL BUSINESS MACHS COM50 sharesnew addition2025-09-302025-10-07 PSX PHILLIPS 66 COM100 shares0.00%2025-09-302025-10-07 FAX ABRDN ASIA PACIFIC INCOME FUND COM NEW811 sharesnew addition2025-09-302025-10-07 XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND168 shares-7.18%2025-09-302025-10-07 VBR VANGUARD SMALL CAP VALUE ETF61 sharesnew addition2025-09-302025-10-07 PATH UIPATH INC CL A950 shares0.00%2025-09-302025-10-07 QCOM QUALCOMM INC COM72 shares0.00%2025-09-302025-10-07 ETSY ETSY INC COM177 shares-55.19%2025-09-302025-10-07 PGX INVESCO PREFERRED ETF1.0K sharesnew addition2025-09-302025-10-07 COIN COINBASE GLOBAL INC COM CL A34 shares0.00%2025-09-302025-10-07 CNX CNX RES CORP COM347 shares0.00%2025-09-302025-10-07 PKG PACKAGING CORP AMER COM50 shares0.00%2025-09-302025-10-07 IUSV ISHARES CORE S&P US VALUE ETF107 shares-55.97%2025-09-302025-10-07 ABT ABBOTT LABS COM78 shares-96.79%2025-09-302025-10-07 COP CONOCOPHILLIPS COM100 sharesnew addition2025-09-302025-10-07 DIS DISNEY WALT CO COM82 shares-2.38%2025-09-302025-10-07 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF63 shares0.00%2025-09-302025-10-07 IPAC ISHARES CORE MSCI PACIFIC ETF124 sharesnew addition2025-09-302025-10-07 PPL PPL CORP COM245 shares0.00%2025-09-302025-10-07 JIRE JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF119 shares0.00%2025-09-302025-10-07 K KELLANOVA COM100 shares0.00%2025-09-302025-10-07 VXF VANGUARD EXTENDED MARKET ETF39 shares0.00%2025-09-302025-10-07 PYPL PAYPAL HLDGS INC COM118 shares-18.62%2025-09-302025-10-07 EMR EMERSON ELEC CO COM57 shares0.00%2025-09-302025-10-07 VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF52 sharesnew addition2025-09-302025-10-07 HIMU ISHARES HIGH YIELD MUNI ACTIVE ETF143 sharesnew addition2025-09-302025-10-07 SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF200 shares769.57%2025-09-302025-10-07 VNQ VANGUARD REAL ESTATE ETF69 sharesnew addition2025-09-302025-10-07 RGTI RIGETTI COMPUTING INC COMMON STOCK205 shares13.89%2025-09-302025-10-07 CB CHUBB LIMITED COM21 shares0.00%2025-09-302025-10-07 T AT&T INC COM205 shares5025.00%2025-09-302025-10-07 VEA VANGUARD FTSE DEVELOPED MARKETS ETF91 shares-56.04%2025-09-302025-10-07 BBCA JPMORGAN BETABUILDERS CANADA ETF62 sharesnew addition2025-09-302025-10-07 HLX HELIX ENERGY SOLUTIONS GRP INC COM781 shares0.00%2025-09-302025-10-07 GIS GENERAL MLS INC COM100 sharesnew addition2025-09-302025-10-07 BBIN JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF71 shares0.00%2025-09-302025-10-07 MDLZ MONDELEZ INTL INC CL A79 shares-2.47%2025-09-302025-10-07 SDY SPDR S&P DIVIDEND ETF35 shares-43.55%2025-09-302025-10-07 PG PROCTER AND GAMBLE CO COM31 shares3.33%2025-09-302025-10-07 STN STANTEC INC COM42 shares0.00%2025-09-302025-10-07 BE BLOOM ENERGY CORP COM CL A52 shares0.00%2025-09-302025-10-07 VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF92 sharesnew addition2025-09-302025-10-07 NSC NORFOLK SOUTHN CORP COM14 shares0.00%2025-09-302025-10-07 PRU PRUDENTIAL FINL INC COM40 sharesnew addition2025-09-302025-10-07 SOUN SOUNDHOUND AI INC CLASS A COM250 shares-28.37%2025-09-302025-10-07 U UNITY SOFTWARE INC COM100 shares0.00%2025-09-302025-10-07 NUE NUCOR CORP COM29 shares0.00%2025-09-302025-10-07 KVUE KENVUE INC COM240 shares-47.02%2025-09-302025-10-07 OKTA OKTA INC CL A41 shares0.00%2025-09-302025-10-07 IONQ IONQ INC COM60 shares300.00%2025-09-302025-10-07 PPG PPG INDS INC COM35 shares2.94%2025-09-302025-10-07 VTWO VANGUARD RUSSELL 2000 ETF37 shares-55.95%2025-09-302025-10-07 PFE PFIZER INC COM141 shares235.71%2025-09-302025-10-07 CALM CAL MAINE FOODS INC COM NEW38 shares2.70%2025-09-302025-10-07 ETH GRAYSCALE ETHEREUM MINI TRUST ETF87 shares0.00%2025-09-302025-10-07 TEL TE CONNECTIVITY PLC ORD SHS15 shares0.00%2025-09-302025-10-07 DD DUPONT DE NEMOURS INC COM42 shares0.00%2025-09-302025-10-07 VWO VANGUARD FTSE EMERGING MARKETS ETF58 shares-83.52%2025-09-302025-10-07 KMI KINDER MORGAN INC DEL COM109 shares0.00%2025-09-302025-10-07 SCHW SCHWAB CHARLES CORP COM32 shares0.00%2025-09-302025-10-07 LOW LOWES COS INC COM12 shares0.00%2025-09-302025-10-07 RIVN RIVIAN AUTOMOTIVE INC COM CL A200 shares0.00%2025-09-302025-10-07 CTVA CORTEVA INC COM42 shares0.00%2025-09-302025-10-07 SYY SYSCO CORP COM34 shares3.03%2025-09-302025-10-07 USB US BANCORP DEL COM NEW57 shares-6.56%2025-09-302025-10-07 CL COLGATE PALMOLIVE CO COM35 shares2.94%2025-09-302025-10-07 KHC KRAFT HEINZ CO COM100 sharesnew addition2025-09-302025-10-07 WING WINGSTOP INC COM10 shares-85.71%2025-09-302025-10-07 KMB KIMBERLY-CLARK CORP COM20 shares0.00%2025-09-302025-10-07 EXE EXPAND ENERGY CORPORATION COM22 shares0.00%2025-09-302025-10-07 HON HONEYWELL INTL INC COM11 shares0.00%2025-09-302025-10-07 DE DEERE & CO COM5 shares0.00%2025-09-302025-10-07 GRNY FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF89 shares790.00%2025-09-302025-10-07 MRK MERCK & CO INC COM24 shares0.00%2025-09-302025-10-07 LW LAMB WESTON HLDGS INC COM33 shares0.00%2025-09-302025-10-07 QBTS D-WAVE QUANTUM INC COM75 sharesnew addition2025-09-302025-10-07 BMY BRISTOL-MYERS SQUIBB CO COM41 shares0.00%2025-09-302025-10-07 XYZ BLOCK INC CL A25 shares0.00%2025-09-302025-10-07 WPC WP CAREY INC COM26 shares0.00%2025-09-302025-10-07 STZ CONSTELLATION BRANDS INC CL A12 shares0.00%2025-09-302025-10-07 BBAI BIGBEAR AI HLDGS INC COM250 sharesnew addition2025-09-302025-10-07 AFG AMERICAN FINL GROUP INC OHIO COM11 shares0.00%2025-09-302025-10-07 BBHY JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF32 shares0.00%2025-09-302025-10-07 EOG EOG RES INC COM13 shares0.00%2025-09-302025-10-07 TLH ISHARES 10-20 YEAR TREASURY BOND ETF14 shares0.00%2025-09-302025-10-07 DOCU DOCUSIGN INC COM19 shares-5.00%2025-09-302025-10-07 DKNG DRAFTKINGS INC NEW COM CL A35 shares0.00%2025-09-302025-10-07 CRNC CERENCE INC COM100 sharesnew addition2025-09-302025-10-07 EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF12 sharesnew addition2025-09-302025-10-07 WBD WARNER BROS DISCOVERY INC COM SER A48 sharesnew addition2025-09-302025-10-07 USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF17 shares-56.41%2025-09-302025-10-07 KURA KURA ONCOLOGY INC COM100 shares0.00%2025-09-302025-10-07 FELG FIDELITY ENHANCED LARGE CAP GROWTH ETF17 shares0.00%2025-09-302025-10-07 GENI GENIUS SPORTS LIMITED SHARES CL A50 sharesnew addition2025-09-302025-10-07 SCHB SCHWAB U.S. BROAD MARKET ETF22 shares0.00%2025-09-302025-10-07 MKTX MARKETAXESS HLDGS INC COM3 shares0.00%2025-09-302025-10-07 HUBS HUBSPOT INC COM1 shares0.00%2025-09-302025-10-07 DKS DICKS SPORTING GOODS INC COM2 shares0.00%2025-09-302025-10-07 AEP AMERICAN ELEC PWR CO INC COM4 shares-20.00%2025-09-302025-10-07 PTEN PATTERSON-UTI ENERGY INC COM71 shares1.43%2025-09-302025-10-07 KD KYNDRYL HLDGS INC COMMON STOCK10 sharesnew addition2025-09-302025-10-07 CVS CVS HEALTH CORP COM3 shares0.00%2025-09-302025-10-07 OPEN OPENDOOR TECHNOLOGIES INC COM25 sharesnew addition2025-09-302025-10-07 VXX IPATH SERIES B S&P 500 VIX SHORT-TERM FUTURES ETN6 sharesnew addition2025-09-302025-10-07 STK COLUMBIA SELIGM PREM TECH GRW COM5 shares0.00%2025-09-302025-10-07 ENPH ENPHASE ENERGY INC COM5 shares0.00%2025-09-302025-10-07 VTRS VIATRIS INC COM12 sharesnew addition2025-09-302025-10-07 LUMN LUMEN TECHNOLOGIES INC COM12 shares0.00%2025-09-302025-10-07 WOLF2 WOLFSPEED INC COM2 sharesnew addition2025-09-302025-10-07 LCID LUCID GROUP INC COM NEW2 sharesnew addition2025-09-302025-10-07 OXY.WS OCCIDENTAL PETE CORP WT EXP 0803271 shares0.00%2025-09-302025-10-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available