The Analysis of FAS Wealth Partners, Inc.'s Holdings


Currently, FAS Wealth Partners, Inc. holds 460 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in RSP (+23.7K shares, valued at $4.5M), AOR (+53.0K shares, valued at $3.4M), JEPI (+54.9K shares, valued at $3.1M); decreased their positions in SCHG (-19.8K shares, valued at $632.9K), SCHV (-20.5K shares, valued at $595.7K), JPST (-11.2K shares, valued at $567.1K); initiated new positions in AOR (+53.0K shares, valued at $3.4M), MFSM (+64.3K shares, valued at $1.6M), EZET (+29.9K shares, valued at $945.5K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
JEPI J P MORGAN EXCHANGE TRADED F1.5M shares3.71%2025-09-302025-10-29history
RSP INVESCO EXCHANGE TRADED FD T451.3K shares5.54%2025-09-302025-10-29history
ILCG ISHARES TR599.8K shares0.21%2025-09-302025-10-29history
EFG ISHARES TR446.5K shares3.05%2025-09-302025-10-29history
MDYV SPDR SERIES TRUST599.5K shares1.86%2025-09-302025-10-29history
AVLV AMERICAN CENTY ETF TR664.3K shares1.53%2025-09-302025-10-29history
MDYG SPDR SERIES TRUST488.9K shares1.91%2025-09-302025-10-29history
AAPL APPLE INC147.8K shares1.01%2025-09-302025-10-29history
Sponsored
SCHV SCHWAB STRATEGIC TR1.1M shares-1.80%2025-09-302025-10-29history
SLYG SPDR SERIES TRUST326.8K shares2.68%2025-09-302025-10-29history
NVDA NVIDIA CORPORATION142.5K shares1.43%2025-09-302025-10-29history
CORT CORCEPT THERAPEUTICS INC308.3K shares1.95%2025-09-302025-10-29history
MSFT MICROSOFT CORP45.6K shares1.15%2025-09-302025-10-29history
PTRB PGIM ETF TR557.9K shares10.82%2025-09-302025-10-29history
IVW ISHARES TR180.3K shares-1.00%2025-09-302025-10-29history
VIG VANGUARD SPECIALIZED FUNDS91.3K shares0.92%2025-09-302025-10-29history
Sponsored
AVIV AMERICAN CENTY ETF TR273.9K shares-2.28%2025-09-302025-10-29history
EFV ISHARES TR271.9K shares0.10%2025-09-302025-10-29history
SCHM SCHWAB STRATEGIC TR567.5K shares1.36%2025-09-302025-10-29history
AVGO BROADCOM INC50.4K shares1.52%2025-09-302025-10-29history
AVLC AMERICAN CENTY ETF TR214.1K shares0.50%2025-09-302025-10-29history
AMZN AMAZON COM INC73.9K shares1.72%2025-09-302025-10-29history
KEMX KRANESHARES TRUST447.2K shares0.59%2025-09-302025-10-29history
TOTL SSGA ACTIVE ETF TR380.4K shares4.35%2025-09-302025-10-29history
Sponsored
SLYV SPDR SERIES TRUST169.1K shares5.13%2025-09-302025-10-29history
JCPB J P MORGAN EXCHANGE TRADED F304.5K shares5.99%2025-09-302025-10-29history
AVSC AMERICAN CENTY ETF TR252.7K shares0.76%2025-09-302025-10-29history
AVDE AMERICAN CENTY ETF TR179.1K shares-0.93%2025-09-302025-10-29history
META META PLATFORMS INC18.6K shares1.76%2025-09-302025-10-29history
GOOG ALPHABET INC52.4K shares1.58%2025-09-302025-10-29history
JPM JPMORGAN CHASE & CO.39.6K shares1.68%2025-09-302025-10-29history
AVUV AMERICAN CENTY ETF TR119.8K shares8.85%2025-09-302025-10-29history
Sponsored
SCHG SCHWAB STRATEGIC TR373.5K shares-5.04%2025-09-302025-10-29history
HDV ISHARES TR84.4K shares0.69%2025-09-302025-10-29history
SPY SPDR S&P 500 ETF TR14.8K shares3.48%2025-09-302025-10-29history
FNDF SCHWAB STRATEGIC TR222.2K shares1.16%2025-09-302025-10-29history
IDV ISHARES TR254.0K shares3.03%2025-09-302025-10-29history
WMT WALMART INC88.7K shares2.90%2025-09-302025-10-29history
IVE ISHARES TR42.2K shares-0.89%2025-09-302025-10-29history
FLTR VANECK ETF TRUST325.6K shares-0.37%2025-09-302025-10-29history
Sponsored
REGL PROSHARES TR92.8K shares7.19%2025-09-302025-10-29history
PLTR PALANTIR TECHNOLOGIES INC42.8K shares3.23%2025-09-302025-10-29history
JNJ JOHNSON & JOHNSON41.8K shares2.40%2025-09-302025-10-29history
LLY ELI LILLY & CO9.8K shares2.46%2025-09-302025-10-29history
GLD SPDR GOLD TR20.9K shares71.09%2025-09-302025-10-29history
CAT CATERPILLAR INC15.3K shares2.74%2025-09-302025-10-29history
USMV ISHARES TR74.3K shares0.40%2025-09-302025-10-29history
DON WISDOMTREE TR133.6K shares2.58%2025-09-302025-10-29history
Sponsored
XOM EXXON MOBIL CORP61.7K shares1.72%2025-09-302025-10-29history
CVX CHEVRON CORP NEW44.1K shares3.91%2025-09-302025-10-29history
ANGL VANECK ETF TRUST223.3K shares1.01%2025-09-302025-10-29history
ABBV ABBVIE INC28.3K shares1.89%2025-09-302025-10-29history
COST COSTCO WHSL CORP NEW7.0K shares1.55%2025-09-302025-10-29history
LRCX LAM RESEARCH CORP46.2K shares3.35%2025-09-302025-10-29history
ITOT ISHARES TR41.5K shares-1.59%2025-09-302025-10-29history
TSLA TESLA INC13.3K shares1.31%2025-09-302025-10-29history
Sponsored
GOOGL ALPHABET INC24.4K shares-0.11%2025-09-302025-10-29history
VOE VANGUARD INDEX FDS32.9K shares-1.28%2025-09-302025-10-29history
VTI VANGUARD INDEX FDS17.0K shares-2.27%2025-09-302025-10-29history
HD HOME DEPOT INC13.8K shares3.06%2025-09-302025-10-29history
VOO VANGUARD INDEX FDS9.1K shares0.61%2025-09-302025-10-29history
ETN EATON CORP PLC14.4K shares4.16%2025-09-302025-10-29history
IVV ISHARES TR7.9K shares-2.48%2025-09-302025-10-29history
IEMG ISHARES INC77.9K shares-3.46%2025-09-302025-10-29history
Sponsored
ARCB ARCBEST CORP70.4K shares0.07%2025-09-302025-10-29history
V VISA INC13.9K shares3.22%2025-09-302025-10-29history
PG PROCTER AND GAMBLE CO30.3K shares2.39%2025-09-302025-10-29history
DUK DUKE ENERGY CORP NEW36.2K shares3.44%2025-09-302025-10-29history
DVY ISHARES TR31.3K shares12.45%2025-09-302025-10-29history
IEFA ISHARES TR50.7K shares-0.51%2025-09-302025-10-29history
MS MORGAN STANLEY27.8K shares4.41%2025-09-302025-10-29history
IWM ISHARES TR17.9K shares-4.53%2025-09-302025-10-29history
Sponsored
GRMN GARMIN LTD17.4K shares1.92%2025-09-302025-10-29history
BX BLACKSTONE INC23.9K shares4.63%2025-09-302025-10-29history
TRV TRAVELERS COMPANIES INC14.5K shares4.61%2025-09-302025-10-29history
IMTM ISHARES TR83.2K shares-1.16%2025-09-302025-10-29history
TPYP TORTOISE CAPITAL SERIES TRUS109.0K shares-2.20%2025-09-302025-10-29history
IWF ISHARES TR8.4K shares-1.35%2025-09-302025-10-29history
JAAA JANUS DETROIT STR TR76.5K shares-12.33%2025-09-302025-10-29history
CME CME GROUP INC14.4K shares5.33%2025-09-302025-10-29history
Sponsored
JEPQ J P MORGAN EXCHANGE TRADED F67.3K shares141.34%2025-09-302025-10-29history
NEE NEXTERA ENERGY INC49.8K shares5.23%2025-09-302025-10-29history
VIGI VANGUARD WHITEHALL FDS41.8K shares-0.02%2025-09-302025-10-29history
UNP UNION PAC CORP15.8K shares3.73%2025-09-302025-10-29history
TAXF AMERICAN CENTY ETF TR72.9K shares6.29%2025-09-302025-10-29history
VBR VANGUARD INDEX FDS17.2K shares0.27%2025-09-302025-10-29history
IJR ISHARES TR30.1K shares2.57%2025-09-302025-10-29history
HTGC HERCULES CAPITAL INC185.0K shares-0.80%2025-09-302025-10-29history
Sponsored
AOR ISHARES TR53.0K sharesnew addition2025-09-302025-10-29history
EFA ISHARES TR35.1K shares-1.74%2025-09-302025-10-29history
TXN TEXAS INSTRS INC17.6K shares3.12%2025-09-302025-10-29history
JPST J P MORGAN EXCHANGE TRADED F63.3K shares-15.01%2025-09-302025-10-29history
SCHB SCHWAB STRATEGIC TR124.3K shares1.99%2025-09-302025-10-29history
SBUX STARBUCKS CORP36.9K shares5.42%2025-09-302025-10-29history
MRK MERCK & CO INC36.9K shares3.03%2025-09-302025-10-29history
SO SOUTHERN CO32.7K shares4.34%2025-09-302025-10-29history
Sponsored
HON HONEYWELL INTL INC14.5K shares4.50%2025-09-302025-10-29history
AMGN AMGEN INC10.8K shares4.64%2025-09-302025-10-29history
BA BOEING CO14.0K shares2.37%2025-09-302025-10-29history
MCD MCDONALDS CORP9.8K shares-0.36%2025-09-302025-10-29history
IWR ISHARES TR30.8K shares-1.22%2025-09-302025-10-29history
IWS ISHARES TR20.9K shares0.77%2025-09-302025-10-29history
SCHE SCHWAB STRATEGIC TR86.7K shares-0.88%2025-09-302025-10-29history
PFG PRINCIPAL FINANCIAL GROUP IN34.5K shares4.96%2025-09-302025-10-29history
Sponsored
BAC BANK AMERICA CORP54.4K shares0.45%2025-09-302025-10-29history
VBK VANGUARD INDEX FDS9.2K shares0.54%2025-09-302025-10-29history
PLD PROLOGIS INC.23.0K shares4.85%2025-09-302025-10-29history
LUV SOUTHWEST AIRLS CO81.7K shares6.62%2025-09-302025-10-29history
LNG CHENIERE ENERGY INC10.8K shares4.48%2025-09-302025-10-29history
ASTS AST SPACEMOBILE INC51.4K shares2.09%2025-09-302025-10-29history
SCHX SCHWAB STRATEGIC TR91.4K shares-1.73%2025-09-302025-10-29history
IJH ISHARES TR36.9K shares1.58%2025-09-302025-10-29history
Sponsored
OUNZ VANECK MERK GOLD ETF63.8K shares83.56%2025-09-302025-10-29history
FDX FEDEX CORP9.7K shares5.12%2025-09-302025-10-29history
BRK.A BERKSHIRE HATHAWAY INC DEL3 shares0.00%2025-09-302025-10-29history
BKDV BNY MELLON ETF TRUST II79.6K shares864.93%2025-09-302025-10-29history
ISRG INTUITIVE SURGICAL INC4.9K shares3.85%2025-09-302025-10-29history
DHR DANAHER CORPORATION11.1K shares4.68%2025-09-302025-10-29history
IWD ISHARES TR10.5K shares-3.92%2025-09-302025-10-29history
IBM INTERNATIONAL BUSINESS MACHS7.5K shares-2.93%2025-09-302025-10-29history
Sponsored
HYD VANECK ETF TRUST41.4K shares-4.88%2025-09-302025-10-29history
QQQ INVESCO QQQ TR3.5K shares-3.05%2025-09-302025-10-29history
IWN ISHARES TR11.7K shares5.41%2025-09-302025-10-29history
IBB ISHARES TR14.3K shares-4.65%2025-09-302025-10-29history
VOT VANGUARD INDEX FDS6.9K shares-0.59%2025-09-302025-10-29history
SPRY ARS PHARMACEUTICALS INC200.6K shares34.50%2025-09-302025-10-29history
REET ISHARES TR78.2K shares-1.36%2025-09-302025-10-29history
MUB ISHARES TR18.2K shares5.38%2025-09-302025-10-29history
Sponsored
SLB SCHLUMBERGER LTD54.9K shares2.48%2025-09-302025-10-29history
DFUS DIMENSIONAL ETF TRUST25.1K shares0.20%2025-09-302025-10-29history
VYM VANGUARD WHITEHALL FDS12.8K shares0.83%2025-09-302025-10-29history
CLMT CALUMET INC96.3K shares7.72%2025-09-302025-10-29history
SCHF SCHWAB STRATEGIC TR74.0K shares-2.13%2025-09-302025-10-29history
ORCL ORACLE CORP6.0K shares15.40%2025-09-302025-10-29history
MFSM MFS ACTIVE EXCHANGE TRADED F64.3K sharesnew addition2025-09-302025-10-29history
DFUV DIMENSIONAL ETF TRUST35.1K shares0.42%2025-09-302025-10-29history
Sponsored
IWP ISHARES TR10.9K shares6.11%2025-09-302025-10-29history
CMG CHIPOTLE MEXICAN GRILL INC38.2K shares0.17%2025-09-302025-10-29history
PHYS SPROTT ASSET MANAGEMENT LP50.3K shares1.68%2025-09-302025-10-29history
NET CLOUDFLARE INC6.7K shares-6.35%2025-09-302025-10-29history
VDE VANGUARD WORLD FD11.3K shares0.04%2025-09-302025-10-29history
NFLX NETFLIX INC1.2K shares0.17%2025-09-302025-10-29history
VV VANGUARD INDEX FDS4.5K shares-17.57%2025-09-302025-10-29history
CTEV CLARITEV CORPORATION25.8K shares19.89%2025-09-302025-10-29history
Sponsored
FPE FIRST TR EXCH TRADED FD III73.0K shares3.37%2025-09-302025-10-29history
IJS ISHARES TR11.8K shares0.49%2025-09-302025-10-29history
RTX RTX CORPORATION7.8K shares-1.08%2025-09-302025-10-29history
LMT LOCKHEED MARTIN CORP2.6K shares-1.84%2025-09-302025-10-29history
WM WASTE MGMT INC DEL5.6K shares0.12%2025-09-302025-10-29history
HODL VANECK BITCOIN ETF37.5K shares11.44%2025-09-302025-10-29history
KO COCA COLA CO18.2K shares0.62%2025-09-302025-10-29history
KLAC KLA CORP1.1K shares0.00%2025-09-302025-10-29history
Sponsored
COP CONOCOPHILLIPS12.2K shares0.36%2025-09-302025-10-29history
IYW ISHARES TR5.9K shares0.00%2025-09-302025-10-29history
MDT MEDTRONIC PLC11.8K shares0.08%2025-09-302025-10-29history
AVUS AMERICAN CENTY ETF TR10.2K shares-1.38%2025-09-302025-10-29history
IBIT ISHARES BITCOIN TRUST ETF16.9K shares26.26%2025-09-302025-10-29history
IJJ ISHARES TR8.4K shares-3.80%2025-09-302025-10-29history
CSCO CISCO SYS INC15.8K shares-0.90%2025-09-302025-10-29history
EMLP FIRST TR EXCHANGE-TRADED FD27.8K shares3.60%2025-09-302025-10-29history
Sponsored
UNH UNITEDHEALTH GROUP INC3.0K shares3.50%2025-09-302025-10-29history
JMUB J P MORGAN EXCHANGE TRADED F20.2K shares0.22%2025-09-302025-10-29history
VEA VANGUARD TAX-MANAGED FDS17.0K shares0.86%2025-09-302025-10-29history
SCHD SCHWAB STRATEGIC TR36.4K shares1.55%2025-09-302025-10-29history
XLK SELECT SECTOR SPDR TR3.5K shares0.11%2025-09-302025-10-29history
IWO ISHARES TR3.0K shares10.45%2025-09-302025-10-29history
T AT&T INC33.8K shares0.24%2025-09-302025-10-29history
JMST J P MORGAN EXCHANGE TRADED F18.7K shares-0.86%2025-09-302025-10-29history
Sponsored
BLK BLACKROCK INC816 shares-0.12%2025-09-302025-10-29history
EZET FRANKLIN ETHEREUM TR29.9K sharesnew addition2025-09-302025-10-29history
VYMI VANGUARD WHITEHALL FDS11.1K shares-0.06%2025-09-302025-10-29history
SCHA SCHWAB STRATEGIC TR32.9K shares16.12%2025-09-302025-10-29history
CBSH COMMERCE BANCSHARES INC15.3K shares0.42%2025-09-302025-10-29history
WSO WATSCO INC2.2K shares0.32%2025-09-302025-10-29history
USB US BANCORP DEL18.3K shares0.69%2025-09-302025-10-29history
MARB FIRST TR EXCH TRADED FD III43.3K shares-7.27%2025-09-302025-10-29history
Sponsored
WSO.B WATSCO INC2.2K shares0.00%2025-09-302025-10-29history
UNM UNUM GROUP11.0K shares0.65%2025-09-302025-10-29history
ORLY OREILLY AUTOMOTIVE INC7.7K shares0.08%2025-09-302025-10-29history
VO VANGUARD INDEX FDS2.8K shares0.28%2025-09-302025-10-29history
PEP PEPSICO INC5.8K shares-0.02%2025-09-302025-10-29history
VZ VERIZON COMMUNICATIONS INC18.2K shares-5.67%2025-09-302025-10-29history
CAH CARDINAL HEALTH INC5.1K shares0.34%2025-09-302025-10-29history
PFF ISHARES TR24.7K shares-21.75%2025-09-302025-10-29history
Sponsored
DE DEERE & CO1.7K shares0.00%2025-09-302025-10-29history
MGK VANGUARD WORLD FD1.9K shares0.00%2025-09-302025-10-29history
VUG VANGUARD INDEX FDS1.6K shares5.66%2025-09-302025-10-29history
WFC WELLS FARGO CO NEW9.0K shares0.65%2025-09-302025-10-29history
SEB SEABOARD CORP DEL205 shares0.00%2025-09-302025-10-29history
SMB VANECK ETF TRUST42.6K shares6.84%2025-09-302025-10-29history
NOBL PROSHARES TR7.0K shares0.16%2025-09-302025-10-29history
MDY SPDR S&P MIDCAP 400 ETF TR1.2K shares-0.33%2025-09-302025-10-29history
Sponsored
DIS DISNEY WALT CO6.3K shares0.93%2025-09-302025-10-29history
BSX BOSTON SCIENTIFIC CORP7.3K shares-0.08%2025-09-302025-10-29history
ABT ABBOTT LABS5.2K shares0.42%2025-09-302025-10-29history
VGT VANGUARD WORLD FD923 shares0.11%2025-09-302025-10-29history
XLE SELECT SECTOR SPDR TR7.6K shares0.61%2025-09-302025-10-29history
PSX PHILLIPS 664.9K shares-0.06%2025-09-302025-10-29history
MA MASTERCARD INCORPORATED1.2K shares1.66%2025-09-302025-10-29history
INTC INTEL CORP19.6K shares-5.71%2025-09-302025-10-29history
Sponsored
GE GE AEROSPACE2.2K shares-3.21%2025-09-302025-10-29history
SHOP SHOPIFY INC4.4K shares-19.23%2025-09-302025-10-29history
MCK MCKESSON CORP830 shares0.00%2025-09-302025-10-29history
VTV VANGUARD INDEX FDS3.4K shares1.28%2025-09-302025-10-29history
SGOL ETFS GOLD TR17.1K shares5.44%2025-09-302025-10-29history
TDIV FIRST TR EXCHANGE TRADED FD6.3K shares-5.73%2025-09-302025-10-29history
IJT ISHARES TR4.4K shares-0.55%2025-09-302025-10-29history
VB VANGUARD INDEX FDS2.4K shares0.00%2025-09-302025-10-29history
Sponsored
WMB WILLIAMS COS INC9.6K shares0.85%2025-09-302025-10-29history
UMBF UMB FINL CORP5.1K shares-0.76%2025-09-302025-10-29history
ET ENERGY TRANSFER L P34.4K shares2.15%2025-09-302025-10-29history
SCHZ SCHWAB STRATEGIC TR25.0K shares-0.42%2025-09-302025-10-29history
CRM SALESFORCE INC2.5K shares-7.32%2025-09-302025-10-29history
SDY SPDR SERIES TRUST4.0K shares-1.47%2025-09-302025-10-29history
AGG ISHARES TR5.4K shares-0.33%2025-09-302025-10-29history
EMR EMERSON ELEC CO4.1K shares0.07%2025-09-302025-10-29history
Sponsored
IWB ISHARES TR1.4K shares-0.14%2025-09-302025-10-29history
MBB ISHARES TR5.4K shares1.04%2025-09-302025-10-29history
ACWV ISHARES INC4.2K shares0.00%2025-09-302025-10-29history
SHEL SHELL PLC6.8K shares1.81%2025-09-302025-10-29history
HCA HCA HEALTHCARE INC1.1K shares0.09%2025-09-302025-10-29history
VT VANGUARD INTL EQUITY INDEX F3.5K shares14.08%2025-09-302025-10-29history
NKE NIKE INC6.9K shares-1.13%2025-09-302025-10-29history
GS GOLDMAN SACHS GROUP INC601 shares-7.96%2025-09-302025-10-29history
Sponsored
PANW PALO ALTO NETWORKS INC2.3K shares-0.85%2025-09-302025-10-29history
VHT VANGUARD WORLD FD1.8K shares-7.45%2025-09-302025-10-29history
MOAT VANECK ETF TRUST4.7K shares-7.30%2025-09-302025-10-29history
F FORD MTR CO39.0K shares0.12%2025-09-302025-10-29history
BSV VANGUARD BD INDEX FDS5.8K shares2.98%2025-09-302025-10-29history
EPD ENTERPRISE PRODS PARTNERS L14.5K shares-3.05%2025-09-302025-10-29history
EFAV ISHARES TR5.3K shares0.00%2025-09-302025-10-29history
KR KROGER CO6.6K shares0.32%2025-09-302025-10-29history
Sponsored
FEX FIRST TR EXCHANGE-TRADED ALP3.8K shares0.00%2025-09-302025-10-29history
CL COLGATE PALMOLIVE CO5.5K shares0.44%2025-09-302025-10-29history
EVRG EVERGY INC5.7K shares-10.57%2025-09-302025-10-29history
BITB BITWISE BITCOIN ETF TR7.0K shares7.38%2025-09-302025-10-29history
ECL ECOLAB INC1.6K shares0.32%2025-09-302025-10-29history
LOW LOWES COS INC1.7K shares0.41%2025-09-302025-10-29history
RZG INVESCO EXCHANGE TRADED FD T7.9K shares0.06%2025-09-302025-10-29history
NSC NORFOLK SOUTHN CORP1.4K shares0.14%2025-09-302025-10-29history
Sponsored
LMB LIMBACH HLDGS INC4.3K shares48.33%2025-09-302025-10-29history
OKE ONEOK INC NEW5.7K shares0.04%2025-09-302025-10-29history
VTWV VANGUARD SCOTTSDALE FDS2.6K shares0.61%2025-09-302025-10-29history
TMO THERMO FISHER SCIENTIFIC INC841 shares-0.24%2025-09-302025-10-29history
GLTR ABRDN PRECIOUS METALS BASKET2.4K sharesnew addition2025-09-302025-10-29history
VNQ VANGUARD INDEX FDS4.3K shares16.26%2025-09-302025-10-29history
PRU PRUDENTIAL FINL INC3.7K shares1.07%2025-09-302025-10-29history
SOFI SOFI TECHNOLOGIES INC14.4K shares-3.07%2025-09-302025-10-29history
Sponsored
TSM TAIWAN SEMICONDUCTOR MFG LTD1.4K shares17.48%2025-09-302025-10-29history
ADM ARCHER DANIELS MIDLAND CO6.3K shares-10.04%2025-09-302025-10-29history
TLH ISHARES TR3.6K shares-13.02%2025-09-302025-10-29history
TJX TJX COS INC NEW2.5K shares0.20%2025-09-302025-10-29history
PFE PFIZER INC14.4K shares2.33%2025-09-302025-10-29history
IDEV ISHARES TR4.6K shares0.00%2025-09-302025-10-29history
DKNG DRAFTKINGS INC NEW9.6K shares-4.58%2025-09-302025-10-29history
AIQ GLOBAL X FDS7.2K shares0.11%2025-09-302025-10-29history
Sponsored
FDN FIRST TR EXCHANGE-TRADED FD1.2K shares0.00%2025-09-302025-10-29history
RCL ROYAL CARIBBEAN GROUP1.1K shares0.09%2025-09-302025-10-29history
VWO VANGUARD INTL EQUITY INDEX F6.3K shares0.40%2025-09-302025-10-29history
IJK ISHARES TR3.5K shares1.68%2025-09-302025-10-29history
ARCC ARES CAPITAL CORP16.5K shares0.12%2025-09-302025-10-29history
QCOM QUALCOMM INC2.0K shares-20.54%2025-09-302025-10-29history
PAYX PAYCHEX INC2.6K shares0.08%2025-09-302025-10-29history
MO ALTRIA GROUP INC4.9K shares0.86%2025-09-302025-10-29history
Sponsored
BMY BRISTOL-MYERS SQUIBB CO7.2K shares-0.98%2025-09-302025-10-29history
PRFZ INVESCO EXCHANGE TRADED FD T7.0K shares0.19%2025-09-302025-10-29history
ADI ANALOG DEVICES INC1.3K shares0.16%2025-09-302025-10-29history
MTUM ISHARES TR1.2K shares0.17%2025-09-302025-10-29history
ACWI ISHARES TR2.2K shares0.00%2025-09-302025-10-29history
INTU INTUIT434 shares0.46%2025-09-302025-10-29history
KMB KIMBERLY-CLARK CORP2.4K shares0.00%2025-09-302025-10-29history
VIOV VANGUARD ADMIRAL FDS INC3.0K shares0.20%2025-09-302025-10-29history
Sponsored
C CITIGROUP INC2.8K shares0.87%2025-09-302025-10-29history
MMC MARSH & MCLENNAN COS INC1.4K shares0.22%2025-09-302025-10-29history
PAVE GLOBAL X FDS5.9K shares0.24%2025-09-302025-10-29history
PRF INVESCO EXCHANGE TRADED FD T6.1K shares0.30%2025-09-302025-10-29history
RAAX VANECK ETF TRUST8.0K shares17.68%2025-09-302025-10-29history
NUE NUCOR CORP2.0K shares0.15%2025-09-302025-10-29history
FNX FIRST TR EXCHANGE-TRADED ALP2.2K shares0.00%2025-09-302025-10-29history
OCSL OAKTREE SPECIALTY LENDING CO20.2K shares0.00%2025-09-302025-10-29history
Sponsored
JKHY HENRY JACK & ASSOC INC1.7K shares-25.24%2025-09-302025-10-29history
CSX CSX CORP7.3K shares0.46%2025-09-302025-10-29history
MDLZ MONDELEZ INTL INC4.1K shares0.19%2025-09-302025-10-29history
RY ROYAL BK CDA1.7K shares0.06%2025-09-302025-10-29history
UTF COHEN & STEERS INFRASTRUCTUR10.2K shares0.00%2025-09-302025-10-29history
ANET ARISTA NETWORKS INC1.7K sharesnew addition2025-09-302025-10-29history
SHW SHERWIN WILLIAMS CO725 shares-3.07%2025-09-302025-10-29history
SCHW SCHWAB CHARLES CORP2.6K shares0.50%2025-09-302025-10-29history
Sponsored
VSS VANGUARD INTL EQUITY INDEX F1.7K shares0.40%2025-09-302025-10-29history
LOUP INNOVATOR ETFS TRUST3.3K shares0.00%2025-09-302025-10-29history
TMUS T-MOBILE US INC1.0K shares0.29%2025-09-302025-10-29history
CELH CELSIUS HLDGS INC4.2K sharesnew addition2025-09-302025-10-29history
MMM 3M CO1.5K shares-0.26%2025-09-302025-10-29history
FNDX SCHWAB STRATEGIC TR8.9K shares0.37%2025-09-302025-10-29history
ENB ENBRIDGE INC4.6K shares0.00%2025-09-302025-10-29history
TTD THE TRADE DESK INC4.6K shares12.13%2025-09-302025-10-29history
Sponsored
SPXC SPX TECHNOLOGIES INC1.2K shares0.00%2025-09-302025-10-29history
AXP AMERICAN EXPRESS CO667 shares0.76%2025-09-302025-10-29history
CTAS CINTAS CORP1.1K shares0.19%2025-09-302025-10-29history
AMD ADVANCED MICRO DEVICES INC1.3K sharesnew addition2025-09-302025-10-29history
GD GENERAL DYNAMICS CORP624 sharesnew addition2025-09-302025-10-29history
COIN COINBASE GLOBAL INC629 shares0.16%2025-09-302025-10-29history
MSI MOTOROLA SOLUTIONS INC463 sharesnew addition2025-09-302025-10-29history
TEL TE CONNECTIVITY PLC963 sharesnew addition2025-09-302025-10-29history
Sponsored
PSQA PALMER SQUARE FUNDS TRUST10.4K shares1.18%2025-09-302025-10-29history
GWW GRAINGER W W INC221 shares0.45%2025-09-302025-10-29history
AZN ASTRAZENECA PLC2.7K sharesnew addition2025-09-302025-10-29history
CHKP CHECK POINT SOFTWARE TECH LT1.0K shares0.00%2025-09-302025-10-29history
GEV GE VERNOVA INC335 sharesnew addition2025-09-302025-10-29history
SPC TRUST FOR PROFESSIONAL MANAG9.5K shares0.00%2025-09-302025-10-29history
AEP AMERICAN ELEC PWR CO INC1.8K sharesnew addition2025-09-302025-10-29history
ICE INTERCONTINENTAL EXCHANGE IN1.2K shares0.25%2025-09-302025-10-29history
Sponsored
PM PHILIP MORRIS INTL INC1.2K shares0.81%2025-09-302025-10-29history
AVMU AMERICAN CENTY ETF TR4.4K shares0.89%2025-09-302025-10-29history
IYE ISHARES TR4.2K shares0.70%2025-09-302025-10-29history
URTH ISHARES INC1.1K shares0.00%2025-09-302025-10-29history
SLQT SELECTQUOTE INC97.5K shares0.00%2025-09-302025-10-29history
MGV VANGUARD WORLD FD1.4K shares0.00%2025-09-302025-10-29history
HYG ISHARES TR2.3K shares1.47%2025-09-302025-10-29history
SPGM SPDR INDEX SHS FDS2.5K shares0.00%2025-09-302025-10-29history
Sponsored
SPYG SPDR SERIES TRUST1.6K shares-37.56%2025-09-302025-10-29history
ISTB ISHARES TR3.3K shares0.09%2025-09-302025-10-29history
XLI SELECT SECTOR SPDR TR1.0K shares-7.69%2025-09-302025-10-29history
ITA ISHARES TR730 shares0.27%2025-09-302025-10-29history
PLUG PLUG POWER INC60.4K shares0.00%2025-09-302025-10-29history
GILD GILEAD SCIENCES INC1.2K sharesnew addition2025-09-302025-10-29history
EEM ISHARES TR2.4K shares7.58%2025-09-302025-10-29history
FV FIRST TR EXCHANGE TRADED FD2.0K shares0.15%2025-09-302025-10-29history
Sponsored
FXZ FIRST TR EXCHANGE TRADED FD2.0K shares0.00%2025-09-302025-10-29history
EMXC ISHARES INC1.8K shares-19.46%2025-09-302025-10-29history
PTON PELOTON INTERACTIVE INC12.8K shares0.31%2025-09-302025-10-29history
IHI ISHARES TR1.9K shares0.00%2025-09-302025-10-29history
EUSA ISHARES INC1.1K shares0.00%2025-09-302025-10-29history
VEU VANGUARD INTL EQUITY INDEX F1.6K shares-56.14%2025-09-302025-10-29history
BSCT INVESCO EXCH TRD SLF IDX FD5.9K shares1.18%2025-09-302025-10-29history
BSCS INVESCO EXCH TRD SLF IDX FD5.4K shares1.15%2025-09-302025-10-29history
Sponsored
IDU ISHARES TR980 shares0.00%2025-09-302025-10-29history
LUMN LUMEN TECHNOLOGIES INC17.7K shares0.00%2025-09-302025-10-29history
MLPA GLOBAL X FDS2.2K shares1.87%2025-09-302025-10-29history
MDXH MDXHEALTH SA22.6K shares0.00%2025-09-302025-10-29history
SOXX ISHARES TR380 shares-19.15%2025-09-302025-10-29history
IGV ISHARES TR850 shares0.00%2025-09-302025-10-29history
BIV VANGUARD BD INDEX FDS1.2K shares208.82%2025-09-302025-10-29history
QUAL ISHARES TR451 shares57.69%2025-09-302025-10-29history
Sponsored
NLR VANECK ETF TRUST643 shares2.88%2025-09-302025-10-29history
CLOI VANECK ETF TRUST1.6K shares3.50%2025-09-302025-10-29history
SUSA ISHARES TR619 shares0.32%2025-09-302025-10-29history
XBI SPDR SERIES TRUST804 shares0.00%2025-09-302025-10-29history
DGRO ISHARES TR1.2K shares0.00%2025-09-302025-10-29history
FTXN FIRST TR EXCHANGE TRADED FD2.7K shares0.64%2025-09-302025-10-29history
XAR SPDR SERIES TRUST325 shares0.31%2025-09-302025-10-29history
VCR VANGUARD WORLD FD191 shares0.53%2025-09-302025-10-29history
Sponsored
VMBS VANGUARD SCOTTSDALE FDS1.6K shares0.88%2025-09-302025-10-29history
GOVT ISHARES TR3.2K shares0.88%2025-09-302025-10-29history
PICK ISHARES INC1.6K shares0.00%2025-09-302025-10-29history
PHB INVESCO EXCH TRADED FD TR II3.9K shares-13.61%2025-09-302025-10-29history
GOVI INVESCO EXCH TRADED FD TR II2.6K shares0.00%2025-09-302025-10-29history
VLUE ISHARES TR564 shares0.53%2025-09-302025-10-29history
TLT ISHARES TR780 shares-43.84%2025-09-302025-10-29history
DSI ISHARES TR544 shares0.18%2025-09-302025-10-29history
Sponsored
GVI ISHARES TR626 sharesnew addition2025-09-302025-10-29history
IXUS ISHARES TR792 shares0.00%2025-09-302025-10-29history
RWO SPDR INDEX SHS FDS1.4K shares-14.20%2025-09-302025-10-29history
RSPN INVESCO EXCHANGE TRADED FD T1.0K shares-25.45%2025-09-302025-10-29history
EWW ISHARES INC810 shares0.00%2025-09-302025-10-29history
AVMV AMERICAN CENTY ETF TR796 shares0.25%2025-09-302025-10-29history
URA GLOBAL X FDS1.1K shares-0.62%2025-09-302025-10-29history
ESGD ISHARES TR569 shares-1.73%2025-09-302025-10-29history
Sponsored
IUSB ISHARES TR1.1K shares1.06%2025-09-302025-10-29history
FXL FIRST TR EXCHANGE TRADED FD292 shares0.00%2025-09-302025-10-29history
SMDV PROSHARES TR721 shares1.26%2025-09-302025-10-29history
FNDA SCHWAB STRATEGIC TR1.5K shares0.26%2025-09-302025-10-29history
FXR FIRST TR EXCHANGE TRADED FD584 shares0.17%2025-09-302025-10-29history
IUSG ISHARES TR269 shares0.37%2025-09-302025-10-29history
IGM ISHARES TR350 shares40.00%2025-09-302025-10-29history
SMH VANECK ETF TRUST135 shares0.00%2025-09-302025-10-29history
Sponsored
SPIB SPDR SERIES TRUST1.3K shares-31.62%2025-09-302025-10-29history
XLV SELECT SECTOR SPDR TR294 shares-6.37%2025-09-302025-10-29history
FXD FIRST TR EXCHANGE TRADED FD579 shares0.17%2025-09-302025-10-29history
SPMB SPDR SERIES TRUST1.8K shares0.86%2025-09-302025-10-29history
FTXR FIRST TR EXCHANGE TRADED FD1.1K shares0.28%2025-09-302025-10-29history
SPTM SPDR SERIES TRUST451 shares-6.04%2025-09-302025-10-29history
EZU ISHARES INC578 shares0.00%2025-09-302025-10-29history
FNDE SCHWAB STRATEGIC TR931 shares0.00%2025-09-302025-10-29history
Sponsored
XLB SELECT SECTOR SPDR TR374 shares0.54%2025-09-302025-10-29history
VDC VANGUARD WORLD FD152 shares0.66%2025-09-302025-10-29history
PIE INVESCO EXCH TRADED FD TR II1.3K shares0.00%2025-09-302025-10-29history
DWX SPDR INDEX SHS FDS742 shares0.95%2025-09-302025-10-29history
VPU VANGUARD WORLD FD162 shares-45.45%2025-09-302025-10-29history
KBA KRANESHARES TRUST1.0K shares0.00%2025-09-302025-10-29history
PXF INVESCO EXCH TRADED FD TR II493 shares0.00%2025-09-302025-10-29history
DFAS DIMENSIONAL ETF TRUST431 shares0.00%2025-09-302025-10-29history
Sponsored
AVEM AMERICAN CENTY ETF TR377 shares29.11%2025-09-302025-10-29history
XHB SPDR SERIES TRUST250 shares0.00%2025-09-302025-10-29history
DFIV DIMENSIONAL ETF TRUST600 shares-41.18%2025-09-302025-10-29history
VXF VANGUARD INDEX FDS126 shares-79.51%2025-09-302025-10-29history
SPDW SPDR INDEX SHS FDS616 shares0.00%2025-09-302025-10-29history
SPAB SPDR SERIES TRUST991 sharesnew addition2025-09-302025-10-29history
ESGE ISHARES INC572 shares-0.52%2025-09-302025-10-29history
MOO VANECK ETF TRUST334 shares0.00%2025-09-302025-10-29history
Sponsored
GDX VANECK ETF TRUST319 shares-3.33%2025-09-302025-10-29history
BOTZ GLOBAL X FDS685 shares0.29%2025-09-302025-10-29history
SPYM SPDR SERIES TRUST308 sharesnew addition2025-09-302025-10-29history
LIT GLOBAL X FDS418 shares-10.68%2025-09-302025-10-29history
RPV INVESCO EXCHANGE TRADED FD T237 shares0.85%2025-09-302025-10-29history
SMOT VANECK ETF TRUST633 shares0.00%2025-09-302025-10-29history
KWEB KRANESHARES TRUST537 shares0.00%2025-09-302025-10-29history
AVDV AMERICAN CENTY ETF TR250 shares4066.67%2025-09-302025-10-29history
Sponsored
PID INVESCO EXCHANGE TRADED FD T1.0K shares0.80%2025-09-302025-10-29history
FNDC SCHWAB STRATEGIC TR455 shares0.00%2025-09-302025-10-29history
SPEM SPDR INDEX SHS FDS429 sharesnew addition2025-09-302025-10-29history
IAGG ISHARES TR358 sharesnew addition2025-09-302025-10-29history
SKYY FIRST TR EXCHANGE TRADED FD135 shares0.00%2025-09-302025-10-29history
FALN ISHARES TR635 shares-6.07%2025-09-302025-10-29history
PSQO PALMER SQUARE FUNDS TRUST839 shares31.50%2025-09-302025-10-29history
SCHP SCHWAB STRATEGIC TR625 sharesnew addition2025-09-302025-10-29history
Sponsored
XSW SPDR SERIES TRUST82 shares0.00%2025-09-302025-10-29history
ACWX ISHARES TR232 shares603.03%2025-09-302025-10-29history
VGSH VANGUARD SCOTTSDALE FDS253 shares0.00%2025-09-302025-10-29history
SUSC ISHARES TR619 shares0.98%2025-09-302025-10-29history
KBE SPDR SERIES TRUST185 shares0.00%2025-09-302025-10-29history
HELO J P MORGAN EXCHANGE TRADED F164 sharesnew addition2025-09-302025-10-29history
SPHQ INVESCO EXCHANGE TRADED FD T141 shares0.00%2025-09-302025-10-29history
SCZ ISHARES TR124 shares0.00%2025-09-302025-10-29history
Sponsored
REM ISHARES TR422 shares0.00%2025-09-302025-10-29history
HAP VANECK ETF TRUST160 shares0.00%2025-09-302025-10-29history
ESGU ISHARES TR62 shares0.00%2025-09-302025-10-29history
WDIV SPDR INDEX SHS FDS120 shares0.00%2025-09-302025-10-29history
CIBR FIRST TR EXCHANGE TRADED FD104 shares0.00%2025-09-302025-10-29history
FGD FIRST TR EXCHANGE TRADED FD270 shares0.00%2025-09-302025-10-29history
SPBO SPDR SERIES TRUST251 shares1.62%2025-09-302025-10-29history
VPL VANGUARD INTL EQUITY INDEX F80 sharesnew addition2025-09-302025-10-29history
Sponsored
EDIV SPDR INDEX SHS FDS177 shares0.00%2025-09-302025-10-29history
VIOO VANGUARD ADMIRAL FDS INC59 shares-91.46%2025-09-302025-10-29history
KXI ISHARES TR100 shares0.00%2025-09-302025-10-29history
IYH ISHARES TR107 shares0.00%2025-09-302025-10-29history
LQD ISHARES TR54 shares0.00%2025-09-302025-10-29history
DFIS DIMENSIONAL ETF TRUST165 sharesnew addition2025-09-302025-10-29history
SPMD SPDR SERIES TRUST82 shares0.00%2025-09-302025-10-29history
STIP ISHARES TR40 shares0.00%2025-09-302025-10-29history
Sponsored
EWJ ISHARES INC49 shares0.00%2025-09-302025-10-29history
VTWO VANGUARD SCOTTSDALE FDS40 sharesnew addition2025-09-302025-10-29history
VGLT VANGUARD SCOTTSDALE FDS60 shares0.00%2025-09-302025-10-29history
VCSH VANGUARD SCOTTSDALE FDS43 shares0.00%2025-09-302025-10-29history
XMHQ INVESCO EXCHANGE TRADED FD T30 shares400.00%2025-09-302025-10-29history
SCHC SCHWAB STRATEGIC TR68 shares0.00%2025-09-302025-10-29history
BND VANGUARD BD INDEX FDS39 shares-98.47%2025-09-302025-10-29history
IWY ISHARES TR10 sharesnew addition2025-09-302025-10-29history
Sponsored
COPX GLOBAL X FDS46 shares-13.21%2025-09-302025-10-29history
IXN ISHARES TR24 shares0.00%2025-09-302025-10-29history
IYG ISHARES TR18 shares0.00%2025-09-302025-10-29history
SDG ISHARES TR16 shares0.00%2025-09-302025-10-29history
IGIB ISHARES TR16 shares-98.44%2025-09-302025-10-29history
COHEN & STEERS INFRASTRUCTUR COHEN & STEERS INFRASTRUCTUR10.2K sharesnew addition2025-09-302025-10-29history
TIP ISHARES TR7 shares0.00%2025-09-302025-10-29history
AGZ ISHARES TR5 shares0.00%2025-09-302025-10-29history
Sponsored
SCHH SCHWAB STRATEGIC TR24 shares0.00%2025-09-302025-10-29history
SCHR SCHWAB STRATEGIC TR20 shares0.00%2025-09-302025-10-29history
IEI ISHARES TR2 shares-99.58%2025-09-302025-10-29history
SPSB SPDR SERIES TRUST1 shares0.00%2025-09-302025-10-29history

Call Option Holdings
ABT Call CallABBOTT LABS1.2K sharesnew addition2025-09-302025-10-29history
GILD Call CallGILEAD SCIENCES INC1.0K sharesnew addition2025-09-302025-10-29history
TSLA Call CallTESLA INC100 sharesnew addition2025-09-302025-10-29history

Put Option Holdings
AVGO Put PutBROADCOM INC800 shares0.00%2025-09-302025-10-29history