The Analysis of Financially Speaking Inc's Holdings
Currently, Financially Speaking Inc holds 169 types of securities in its portfolio with a total value $152.2M. In the most recent quarter, they have increased their positions in XLK (+35.9K shares, valued at $10.1M), SPMO (+71.7K shares, valued at $8.7M), GDXJ (+67.2K shares, valued at $6.7M); decreased their positions in N/A (-38.1M shares, valued at $38.1M), JPIN (-105.1K shares, valued at $7.0M), ITA (-26.6K shares, valued at $5.6M); initiated new positions in SPMO (+71.7K shares, valued at $8.7M), GDXJ (+67.2K shares, valued at $6.7M), XME (+70.3K shares, valued at $6.5M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
JTEK JPMORGAN U S TECH LEADERS ETF IV170.3K shares-14.55%2025-09-302025-11-06
XLK TECHNOLOGY SELECT SECTORSPDR ETF35.9K shares149429.17%2025-09-302025-11-06 SPMO INVSC S P 500 MOMENTUM ETF71.7K sharesnew addition2025-09-302025-11-06 SCHG SCHWAB US LARGE CAP GROWTH ETF267.9K shares8.38%2025-09-302025-11-06 JPST JPMORGAN ULTRA SHORT INCOME ETF135.5K shares-25.99%2025-09-302025-11-06 GDXJ VANECK JUNIOR GOLD MINERS ETF67.2K sharesnew addition2025-09-302025-11-06 XME SPDR S&P METALS & MININGETF70.3K sharesnew addition2025-09-302025-11-06 SHLD GLOBAL X DEFENSE TECH ETF80.5K shares-9.10%2025-09-302025-11-06 FLDR FIDELITY LOW DURATION BOND FACTR ETF107.8K shares-41.83%2025-09-302025-11-06 SCHC SCHWAB INTERNATNAL SMALLCAP EQY ETF114.0K sharesnew addition2025-09-302025-11-06 GDX VANECK GOLD MINERS ETF61.6K sharesnew addition2025-09-302025-11-06 SILJ AMPLIFY JUNIOR SILVER MINERS ETF190.3K sharesnew addition2025-09-302025-11-06 BRK.B BERKSHIRE HATHAWAY CLASS B6.8K shares6603.92%2025-09-302025-11-06 SIL GLOBAL X SILVER MINERS ETF45.1K sharesnew addition2025-09-302025-11-06 EWP ISHARES MSCI SPAIN ETF36.0K sharesnew addition2025-09-302025-11-06 VNM VANECK VIETNAM ETF98.5K sharesnew addition2025-09-302025-11-06 PLTR PALANTIR TECHNOLOGIES INCLASS A9.6K shares-12.21%2025-09-302025-11-06 URA GLOBAL X URANIUM ETF35.7K sharesnew addition2025-09-302025-11-06 NVDA NVIDIA CORP5.1K shares-8.63%2025-09-302025-11-06 MCK MCKESSON CORP800 shares0.00%2025-09-302025-11-06 XLU SELECT SECTOR UTI SELECTSPDR ETF6.1K sharesnew addition2025-09-302025-11-06 SDY SPDR S&P DIVIDEND ETF3.3K shares0.18%2025-09-302025-11-06 XEL XCEL ENERGY INC3.8K shares0.05%2025-09-302025-11-06 MDT MEDTRONIC PLC F2.5K shares0.00%2025-09-302025-11-06 XOM EXXON MOBIL CORP2.1K shares0.00%2025-09-302025-11-06 COST COSTCO WHSL CORP NEW207 shares13.74%2025-09-302025-11-06 MO ALTRIA GROUP INC2.9K shares0.00%2025-09-302025-11-06 RTX RTX CORP1.0K shares0.00%2025-09-302025-11-06 JNJ JOHNSON & JOHNSON891 shares0.00%2025-09-302025-11-06 GOOGL ALPHABET INC CLASS CLASS A578 shares9.47%2025-09-302025-11-06 AMZN AMAZON.COM INC587 shares7.31%2025-09-302025-11-06 NET CLOUDFLARE INC CLASS A550 shares-21.43%2025-09-302025-11-06 OXY OCCIDENTAL PETE CORP2.3K shares0.52%2025-09-302025-11-06 USB US BANCORP DEL2.2K shares0.00%2025-09-302025-11-06 META META PLATFORMS INC CLASS A125 shares25.00%2025-09-302025-11-06 MCD MCDONALDS CORP292 shares0.00%2025-09-302025-11-06 AAPL APPLE INC334 shares0.00%2025-09-302025-11-06 TT TRANE TECHNOLOGIES PLC F200 shares0.00%2025-09-302025-11-06 BA BOEING CO350 shares-16.07%2025-09-302025-11-06 LII LENNOX INTL INC133 shares0.00%2025-09-302025-11-06 LIN LINDE PLC F140 shares0.00%2025-09-302025-11-06 SPLV INVESCO S&P 500 LOW VOLATILITY ETF826 shares0.00%2025-09-302025-11-06 DIS DISNEY WALT CO509 shares0.00%2025-09-302025-11-06 PSX PHILLIPS 66428 shares0.71%2025-09-302025-11-06 PG PROCTER & GAMBLE CO362 shares0.28%2025-09-302025-11-06 PWRD TCW TRANSFORM SYSTEMS ETF552 shares-5.96%2025-09-302025-11-06 VZ VERIZON COMMUNICATIONS I1.2K shares0.00%2025-09-302025-11-06 DEMZ ADV INNER CIR FD III DM LR CP CR ETF1.3K shares0.00%2025-09-302025-11-06 NOC NORTHROP GRUMMAN CORP83 shares0.00%2025-09-302025-11-06 T AT&T INC1.7K shares0.00%2025-09-302025-11-06 TMO THERMO FISHER SCIENTIFIC100 shares0.00%2025-09-302025-11-06 KMB KIMBERLY CLARK CORP377 shares0.00%2025-09-302025-11-06 NVDL GRANITESHARES NVDA LNG DAILY ETF500 shares0.00%2025-09-302025-11-06 CRWD CROWDSTRIKE HLDGS INC CLASS A95 shares26.67%2025-09-302025-11-06 ROST ROSS STORES INC284 shares0.00%2025-09-302025-11-06 PNC PNC FINL SERVICES200 shares0.00%2025-09-302025-11-06 MKC MCCORMICK & CO INC580 shares0.00%2025-09-302025-11-06 AMD ADVANCED MICRO DEVIC233 shares0.00%2025-09-302025-11-06 SYK STRYKER CORP100 shares0.00%2025-09-302025-11-06 UBER UBER TECHNOLOGIES INC350 shares-10.26%2025-09-302025-11-06 SBUX STARBUCKS CORP404 shares0.00%2025-09-302025-11-06 HD HOME DEPOT INC77 sharesnew addition2025-09-302025-11-06 CELH CELSIUS HLDGS INC500 shares0.00%2025-09-302025-11-06 RIVN RIVIAN AUTOMOTIVE INC CLASS A1.8K shares0.00%2025-09-302025-11-06 ITA ISHARES US AEROSPACE DEFENSE ETF126 shares-99.53%2025-09-302025-11-06 BAC BANK OF AMERICA CORP497 shares0.61%2025-09-302025-11-06 GBTC GRAYSCALE BITCOIN TRUST ETF275 shares0.00%2025-09-302025-11-06 MSFT MICROSOFT CORP44 shares0.00%2025-09-302025-11-06 NDSN NORDSON CORP100 shares0.00%2025-09-302025-11-06 GILD GILEAD SCIENCES INC182 shares0.00%2025-09-302025-11-06 ALV AUTOLIV INC162 shares0.00%2025-09-302025-11-06 IOT SAMSARA INC CLASS A500 shares0.00%2025-09-302025-11-06 SMTC SEMTECH CORP250 shares0.00%2025-09-302025-11-06 QCOM QUALCOMM INC100 shares0.00%2025-09-302025-11-06 AVGO BROADCOM INC50 sharesnew addition2025-09-302025-11-06 SOFI SOFI TECHNOLOGIES INC600 shares0.00%2025-09-302025-11-06 BMNR BITMINE IMMERSION TECNOL300 sharesnew addition2025-09-302025-11-06 LOW LOWES COS INC61 shares-69.50%2025-09-302025-11-06 MRK MERCK & CO. INC.176 shares0.00%2025-09-302025-11-06 SLV ISHARES SILVER TRUST ETF334 shares0.00%2025-09-302025-11-06 PM PHILIP MORRIS INTL INC85 shares0.00%2025-09-302025-11-06 EQT EQT CORP250 shares0.00%2025-09-302025-11-06 INTC INTEL CORP403 shares0.00%2025-09-302025-11-06 CCI CROWN CASTLE INC REIT REIT126 shares0.00%2025-09-302025-11-06 APA APA CORP497 shares0.00%2025-09-302025-11-06 SOUN SOUNDHOUND AI INC CLASS A750 shares0.00%2025-09-302025-11-06 COIN COINBASE GLOBAL INC CLASS A35 shares0.00%2025-09-302025-11-06 ALLE ALLEGION PUB LTD CO F66 shares0.00%2025-09-302025-11-06 JMIA JUMIA TECHNOLOGIES AG FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS1.0K shares0.00%2025-09-302025-11-06 BP BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS330 shares0.00%2025-09-302025-11-06 SPOT SPOTIFY TECHNOLOGY S A F16 shares0.00%2025-09-302025-11-06 ATO ATMOS ENERGY CORP63 shares1.61%2025-09-302025-11-06 NFLX NETFLIX INC7 shares0.00%2025-09-302025-11-06 GS GOLDMAN SACHS GROUP INC10 sharesnew addition2025-09-302025-11-06 GEVO GEVO INC3.5K shares0.00%2025-09-302025-11-06 SHOP SHOPIFY INC FCLASS CLASS A44 shares0.00%2025-09-302025-11-06 BBAI BIGBEAR AI HLDGS INC1.0K shares0.00%2025-09-302025-11-06 CLF CLEVELAND-CLIFFS INC NEW500 shares0.00%2025-09-302025-11-06 HIMS HIMS & HERS HEALTH INC CLASS A100 shares0.00%2025-09-302025-11-06 GEF GREIF INC CLASS A89 shares0.00%2025-09-302025-11-06 BWA BORGWARNER INC120 shares0.00%2025-09-302025-11-06 GOOG ALPHABET INC CLASS C21 shares0.00%2025-09-302025-11-06 MSOS ADVISORSHS PURE US CANNABIS ETF IV1.0K shares0.00%2025-09-302025-11-06 JPM JPMORGAN CHASE & CO15 shares0.00%2025-09-302025-11-06 UUUU ENERGY FUELS INC F300 sharesnew addition2025-09-302025-11-06 IBM IBM CORP16 shares0.00%2025-09-302025-11-06 LCTU BLACKROCK US CARBON TRNSREADINS ETF60 shares0.00%2025-09-302025-11-06 JEPQ J P MORGAN NASDAQ EQT PRM INC ETF74 shares0.00%2025-09-302025-11-06 IVW ISHARES S&P 500 GROWTH ETF34 shares0.00%2025-09-302025-11-06 GE GE AEROSPACE13 shares0.00%2025-09-302025-11-06 PGR PROGRESSIVE CORP OH14 shares0.00%2025-09-302025-11-06 XLC COMMUNICAT SVS SLCT SEC SPDR ETF28 shares-99.94%2025-09-302025-11-06 V VISA INC CLASS A9 shares0.00%2025-09-302025-11-06 ZETA ZETA GLOBAL HLDGS CORP CLASS A151 shares-6.21%2025-09-302025-11-06 AMC AMC ENTMT HLDGS INC CLASS A1.0K shares0.00%2025-09-302025-11-06 CCL CARNIVAL CORP F100 shares0.00%2025-09-302025-11-06 XLY SPDR FUND CONSUMER DISCRE SELECT ETF12 shares0.00%2025-09-302025-11-06 BTC GRAYSCALE BITCOIN MINI TRUST ETF55 shares0.00%2025-09-302025-11-06 DHX DHI GROUP INC950 shares-72.93%2025-09-302025-11-06 CRM SALESFORCE INC11 shares0.00%2025-09-302025-11-06 OPEN OPENDOOR TECHNOLOGIES IN319 sharesnew addition2025-09-302025-11-06 NCLH NORWEGIAN CRUISE LINE F100 shares0.00%2025-09-302025-11-06 FSLR FIRST SOLAR INC10 shares0.00%2025-09-302025-11-06 GM GENERAL MTRS CO31 shares0.00%2025-09-302025-11-06 GEV GE VERNOVA INC3 shares0.00%2025-09-302025-11-06 WBD WARNER BROS DISCOVERY IN93 shares0.00%2025-09-302025-11-06 F FORD MTR CO DEL140 shares-78.09%2025-09-302025-11-06 NNDM NANO DIMENSION LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS1.0K shares0.00%2025-09-302025-11-06 ENTG ENTEGRIS INC15 shares0.00%2025-09-302025-11-06 UNH UNITEDHEALTH GROUP INC4 shares0.00%2025-09-302025-11-06 PHIN PHINIA INC24 shares0.00%2025-09-302025-11-06 LUV SOUTHWEST AIRLS CO38 shares0.00%2025-09-302025-11-06 ETH GRAYSCALE ETHEREUM MINI27 shares0.00%2025-09-302025-11-06 HRL HORMEL FOODS CORP42 shares0.00%2025-09-302025-11-06 NEE NEXTERA ENERGY INC13 shares0.00%2025-09-302025-11-06 PYPL PAYPAL HLDGS INC10 shares0.00%2025-09-302025-11-06 DVN DEVON ENERGY CORP NEW16 shares0.00%2025-09-302025-11-06 JPIN JPMORGAN DVRSFD RTRN INTRNL EQT ETF6 shares-99.99%2025-09-302025-11-06 IEV ISHARES EUROPE ETF6 shares0.00%2025-09-302025-11-06 WVVI WILLAMETTE VY VINEYARD I100 shares0.00%2025-09-302025-11-06 BMBL BUMBLE INC CLASS A50 shares0.00%2025-09-302025-11-06 GEHC GE HEALTHCARE TECHNOLOGI4 shares0.00%2025-09-302025-11-06 OKLO OKLO INC CLASS A2 sharesnew addition2025-09-302025-11-06 COTY COTY INC CLASS A30 shares0.00%2025-09-302025-11-06 MBOT MICROBOT MED INC1 shares0.00%2025-09-302025-11-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available