The Analysis of FIRST FOUNDATION ADVISORS's Holdings
Currently, FIRST FOUNDATION ADVISORS holds 334 types of securities in its portfolio with a total value $2.7B. In the most recent quarter, they have increased their positions in ORCL (+50.3K shares, valued at $14.2M), APP (+5.8K shares, valued at $4.1M), EPD (+121.6K shares, valued at $3.8M); decreased their positions in AGG (-175.5K shares, valued at $17.6M), GOOG (-51.1K shares, valued at $12.4M), PWZ (-489.0K shares, valued at $11.7M); initiated new positions in IBIT (+10.8K shares, valued at $699.8K), IONQ (+10.0K shares, valued at $616.5K), PYLD (+11.9K shares, valued at $320.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP1.0M shares-2.00%2025-09-302025-11-17
IVV ISHARES TR292.4K shares-1.57%2025-09-302025-11-17 GOOG ALPHABET INC434.9K shares-10.52%2025-09-302025-11-17 IEFA ISHARES TR1.0M shares2.36%2025-09-302025-11-17 JEPI J P MORGAN EXCHANGE TRADED F1.5M shares4.37%2025-09-302025-11-17 MOAT VANECK ETF TRUST799.8K shares-8.73%2025-09-302025-11-17 AAPL APPLE INC301.3K shares-3.83%2025-09-302025-11-17 AMZN AMAZON COM INC307.3K shares-7.84%2025-09-302025-11-17 GSLC GOLDMAN SACHS ETF TR485.0K shares-3.46%2025-09-302025-11-17 BRK.B BERKSHIRE HATHAWAY INC DEL108.1K shares-9.82%2025-09-302025-11-17 IWR ISHARES TR507.4K shares1.54%2025-09-302025-11-17 GSIE GOLDMAN SACHS ETF TR1.0M shares-1.37%2025-09-302025-11-17 IEMG ISHARES INC628.5K shares6.03%2025-09-302025-11-17 GSSC GOLDMAN SACHS ETF TR499.9K shares-11.50%2025-09-302025-11-17 NVDA NVIDIA CORPORATION196.5K shares-4.00%2025-09-302025-11-17 PRFZ INVESCO EXCHANGE TRADED FD T805.2K shares-13.44%2025-09-302025-11-17 JPM JPMORGAN CHASE & CO.108.1K shares-7.08%2025-09-302025-11-17 AMD ADVANCED MICRO DEVICES INC182.5K shares0.36%2025-09-302025-11-17 IWM ISHARES TR120.0K shares1.59%2025-09-302025-11-17 IAU ISHARES GOLD TR331.4K shares-6.31%2025-09-302025-11-17 IWF ISHARES TR50.1K shares-18.30%2025-09-302025-11-17 APH AMPHENOL CORP NEW188.6K shares-16.67%2025-09-302025-11-17 UBER UBER TECHNOLOGIES INC222.0K shares-2.84%2025-09-302025-11-17 JPRE J P MORGAN EXCHANGE TRADED F439.2K shares-16.35%2025-09-302025-11-17 MA MASTERCARD INCORPORATED36.8K shares-12.39%2025-09-302025-11-17 CMF ISHARES TR346.9K shares-33.48%2025-09-302025-11-17 SCHW SCHWAB CHARLES CORP196.2K shares-7.10%2025-09-302025-11-17 AGG ISHARES TR186.1K shares-48.53%2025-09-302025-11-17 PM PHILIP MORRIS INTL INC108.8K shares-3.54%2025-09-302025-11-17 ORCL ORACLE CORP62.0K shares432.62%2025-09-302025-11-17 QCOM QUALCOMM INC100.3K shares-15.73%2025-09-302025-11-17 RSP INVESCO EXCHANGE TRADED FD T84.9K shares-4.02%2025-09-302025-11-17 UPS UNITED PARCEL SERVICE INC192.6K shares-11.39%2025-09-302025-11-17 META META PLATFORMS INC21.5K shares-6.55%2025-09-302025-11-17 GAL SSGA ACTIVE ETF TR316.2K shares-1.09%2025-09-302025-11-17 SU SUNCOR ENERGY INC NEW365.7K shares-13.82%2025-09-302025-11-17 SRLN SSGA ACTIVE ETF TR360.8K shares-10.58%2025-09-302025-11-17 GEM GOLDMAN SACHS ETF TR362.6K shares9.62%2025-09-302025-11-17 AGGY WISDOMTREE TR333.4K shares-3.03%2025-09-302025-11-17 COR CENCORA INC46.0K shares-14.28%2025-09-302025-11-17 ITOT ISHARES TR93.1K shares-3.19%2025-09-302025-11-17 COST COSTCO WHSL CORP NEW14.5K shares-5.95%2025-09-302025-11-17 IEF ISHARES TR131.6K shares-15.00%2025-09-302025-11-17 PWZ INVESCO EXCH TRADED FD TR II463.8K shares-51.32%2025-09-302025-11-17 LOW LOWES COS INC44.0K shares-5.73%2025-09-302025-11-17 CP CANADIAN PACIFIC KANSAS CITY146.0K shares-3.28%2025-09-302025-11-17 SPY SPDR S&P 500 ETF TR16.2K shares-9.27%2025-09-302025-11-17 QUAL ISHARES TR53.9K shares-3.54%2025-09-302025-11-17 JNJ JOHNSON & JOHNSON55.8K shares-1.35%2025-09-302025-11-17 XYLD GLOBAL X FDS261.0K shares24.79%2025-09-302025-11-17 AZN ASTRAZENECA PLC132.0K shares-3.31%2025-09-302025-11-17 IWP ISHARES TR67.3K shares-10.34%2025-09-302025-11-17 GOOGL ALPHABET INC38.9K shares-1.09%2025-09-302025-11-17 APP APPLOVIN CORP11.5K shares101.64%2025-09-302025-11-17 BN BROOKFIELD CORP118.9K shares-9.36%2025-09-302025-11-17 CME CME GROUP INC29.7K shares-11.76%2025-09-302025-11-17 AMAT APPLIED MATLS INC38.9K shares-51.13%2025-09-302025-11-17 PLD PROLOGIS INC.69.5K shares8.59%2025-09-302025-11-17 SGOV ISHARES TR78.4K shares-17.89%2025-09-302025-11-17 DIS DISNEY WALT CO67.3K shares5.48%2025-09-302025-11-17 LQD ISHARES TR64.7K shares-1.08%2025-09-302025-11-17 MEDP MEDPACE HLDGS INC14.0K shares53.90%2025-09-302025-11-17 SHYD VANECK ETF TRUST299.0K shares2.46%2025-09-302025-11-17 IVW ISHARES TR56.5K shares11.03%2025-09-302025-11-17 ASML ASML HOLDING N V6.9K shares-1.47%2025-09-302025-11-17 NOW SERVICENOW INC7.1K shares-10.00%2025-09-302025-11-17 VEEV VEEVA SYS INC21.5K shares-12.33%2025-09-302025-11-17 MPWR MONOLITHIC PWR SYS INC6.9K shares-9.39%2025-09-302025-11-17 CTAS CINTAS CORP29.0K shares-12.32%2025-09-302025-11-17 ANET ARISTA NETWORKS INC40.9K shares-7.19%2025-09-302025-11-17 FTNT FORTINET INC70.0K shares-13.32%2025-09-302025-11-17 CVX CHEVRON CORP NEW37.1K shares19.44%2025-09-302025-11-17 V VISA INC16.8K shares0.56%2025-09-302025-11-17 XOM EXXON MOBIL CORP50.8K shares-3.23%2025-09-302025-11-17 ACN ACCENTURE PLC IRELAND22.7K shares-16.57%2025-09-302025-11-17 MELI MERCADOLIBRE INC2.4K shares-10.98%2025-09-302025-11-17 AVGO BROADCOM INC16.7K shares-4.67%2025-09-302025-11-17 INTU INTUIT8.0K shares-10.19%2025-09-302025-11-17 NEE NEXTERA ENERGY INC71.5K shares-6.05%2025-09-302025-11-17 XCEM COLUMBIA ETF TR II147.6K shares-40.12%2025-09-302025-11-17 BKNG BOOKING HOLDINGS INC992 shares-7.98%2025-09-302025-11-17 EFA ISHARES TR56.9K shares-8.31%2025-09-302025-11-17 LIN LINDE PLC10.9K shares-8.07%2025-09-302025-11-17 TXN TEXAS INSTRS INC27.8K shares-5.38%2025-09-302025-11-17 IDXX IDEXX LABS INC7.7K shares-9.78%2025-09-302025-11-17 AOR ISHARES TR74.3K shares2.87%2025-09-302025-11-17 LH LABCORP HOLDINGS INC16.1K shares-15.65%2025-09-302025-11-17 ADBE ADOBE INC13.1K shares-10.02%2025-09-302025-11-17 LLY ELI LILLY & CO5.9K shares6.41%2025-09-302025-11-17 PFE PFIZER INC177.5K shares-0.14%2025-09-302025-11-17 PAYC PAYCOM SOFTWARE INC21.4K shares-23.01%2025-09-302025-11-17 HD HOME DEPOT INC10.9K shares5.90%2025-09-302025-11-17 DGRO ISHARES TR64.8K shares3.46%2025-09-302025-11-17 SCHX SCHWAB STRATEGIC TR163.4K shares1.04%2025-09-302025-11-17 SMTH ALPS ETF TR163.3K shares132.69%2025-09-302025-11-17 DECK DECKERS OUTDOOR CORP41.4K shares249.96%2025-09-302025-11-17 EPD ENTERPRISE PRODS PARTNERS L130.6K shares1349.88%2025-09-302025-11-17 MSCI MSCI INC7.1K shares-11.57%2025-09-302025-11-17 DJP BARCLAYS BANK PLC112.9K shares4.20%2025-09-302025-11-17 AON AON PLC11.2K shares-17.06%2025-09-302025-11-17 IQLT ISHARES TR88.0K shares4.01%2025-09-302025-11-17 PG PROCTER AND GAMBLE CO25.1K shares28.10%2025-09-302025-11-17 BRK.A BERKSHIRE HATHAWAY INC DEL5 shares0.00%2025-09-302025-11-17 BUR BURFORD CAP LTD308.6K shares-2.16%2025-09-302025-11-17 WMT WALMART INC35.7K shares59.85%2025-09-302025-11-17 QQQ INVESCO QQQ TR6.0K shares61.96%2025-09-302025-11-17 CSCO CISCO SYS INC52.0K shares-19.62%2025-09-302025-11-17 BLK BLACKROCK INC3.1K shares4.67%2025-09-302025-11-17 IVE ISHARES TR17.1K shares24.41%2025-09-302025-11-17 UNH UNITEDHEALTH GROUP INC10.0K shares-13.55%2025-09-302025-11-17 VNQ VANGUARD INDEX FDS37.1K shares1.36%2025-09-302025-11-17 KNSL KINSALE CAP GROUP INC8.0K shares134.93%2025-09-302025-11-17 ZTS ZOETIS INC22.5K shares-10.23%2025-09-302025-11-17 REXR REXFORD INDL RLTY INC78.8K shares-8.00%2025-09-302025-11-17 CPRT COPART INC72.0K shares-8.89%2025-09-302025-11-17 MUB ISHARES TR29.4K shares26.31%2025-09-302025-11-17 EFV ISHARES TR45.9K shares8.92%2025-09-302025-11-17 EW EDWARDS LIFESCIENCES CORP39.7K shares1.20%2025-09-302025-11-17 EFG ISHARES TR26.0K shares9.73%2025-09-302025-11-17 TSLA TESLA INC6.6K shares-2.12%2025-09-302025-11-17 INFL LISTED FDS TR65.2K shares72.76%2025-09-302025-11-17 JAAA JANUS DETROIT STR TR55.8K shares7.27%2025-09-302025-11-17 IWO ISHARES TR8.8K shares4.88%2025-09-302025-11-17 O REALTY INCOME CORP45.8K shares-28.43%2025-09-302025-11-17 CSGP COSTAR GROUP INC32.7K shares-20.70%2025-09-302025-11-17 JYNT JOINT CORP273.8K shares47.76%2025-09-302025-11-17 BIP BROOKFIELD INFRAST PARTNERS76.4K shares-1.29%2025-09-302025-11-17 GILD GILEAD SCIENCES INC22.4K shares0.00%2025-09-302025-11-17 QDF FLEXSHARES TR30.9K shares0.00%2025-09-302025-11-17 EEM ISHARES TR45.8K shares1.28%2025-09-302025-11-17 IWN ISHARES TR13.8K shares9.18%2025-09-302025-11-17 TCHP T ROWE PRICE ETF INC49.7K shares-42.47%2025-09-302025-11-17 DHR DANAHER CORPORATION12.2K shares-30.62%2025-09-302025-11-17 IWS ISHARES TR17.1K shares9.14%2025-09-302025-11-17 BE BLOOM ENERGY CORP27.3K shares-54.86%2025-09-302025-11-17 JPST J P MORGAN EXCHANGE TRADED F45.3K shares-3.76%2025-09-302025-11-17 ABBV ABBVIE INC9.8K shares-0.78%2025-09-302025-11-17 PZA INVESCO EXCH TRADED FD TR II92.9K shares-23.22%2025-09-302025-11-17 FWONA LIBERTY MEDIA CORP DEL21.7K shares0.00%2025-09-302025-11-17 RTX RTX CORPORATION12.0K shares-4.39%2025-09-302025-11-17 GE GE AEROSPACE6.1K shares-0.89%2025-09-302025-11-17 VCIT VANGUARD SCOTTSDALE FDS21.6K shares1.53%2025-09-302025-11-17 VTI VANGUARD INDEX FDS5.3K shares0.00%2025-09-302025-11-17 SMOT VANECK ETF TRUST48.1K shares-4.80%2025-09-302025-11-17 REGN REGENERON PHARMACEUTICALS3.0K shares-0.13%2025-09-302025-11-17 PHG KONINKLIJKE PHILIPS N V61.9K shares0.00%2025-09-302025-11-17 CAT CATERPILLAR INC3.5K shares0.63%2025-09-302025-11-17 BA BOEING CO7.6K shares49.14%2025-09-302025-11-17 PEP PEPSICO INC11.2K shares20.49%2025-09-302025-11-17 TJX TJX COS INC NEW10.5K shares-4.30%2025-09-302025-11-17 SBUX STARBUCKS CORP17.6K shares-2.78%2025-09-302025-11-17 MOTI VANECK ETF TRUST39.7K shares-2.75%2025-09-302025-11-17 NYF ISHARES TR27.1K shares0.00%2025-09-302025-11-17 VOO VANGUARD INDEX FDS2.3K shares-81.67%2025-09-302025-11-17 NCA NUVEEN CALIFORNIA MUNI VLU F159.2K shares-26.71%2025-09-302025-11-17 DD DUPONT DE NEMOURS INC17.7K shares0.02%2025-09-302025-11-17 TLF TANDY LEATHER FACTORY INC449.5K shares-6.77%2025-09-302025-11-17 ABT ABBOTT LABS10.0K shares5.59%2025-09-302025-11-17 IJH ISHARES TR19.9K shares-2.33%2025-09-302025-11-17 AXP AMERICAN EXPRESS CO3.9K shares6.63%2025-09-302025-11-17 MSTR STRATEGY INC4.0K shares0.94%2025-09-302025-11-17 IBM INTERNATIONAL BUSINESS MACHS4.5K shares4.57%2025-09-302025-11-17 T AT&T INC44.7K shares-8.81%2025-09-302025-11-17 NFLX NETFLIX INC1.0K shares21.36%2025-09-302025-11-17 LRGF ISHARES TR17.8K shares0.95%2025-09-302025-11-17 GS GOLDMAN SACHS GROUP INC1.5K shares50.10%2025-09-302025-11-17 PDX PIMCO DYNAMIC INCOME STRATEG48.6K shares-13.78%2025-09-302025-11-17 MO ALTRIA GROUP INC18.3K shares-13.23%2025-09-302025-11-17 MRK MERCK & CO INC14.3K shares7.10%2025-09-302025-11-17 PECO PHILLIPS EDISON & CO INC34.5K shares-37.27%2025-09-302025-11-17 GLD SPDR GOLD TR3.3K shares4.45%2025-09-302025-11-17 WFC-PL WELLS FARGO CO NEW940 shares9.30%2025-09-302025-11-17 BAC BANK AMERICA CORP21.8K shares5.30%2025-09-302025-11-17 IWD ISHARES TR5.5K shares2.66%2025-09-302025-11-17 ROK ROCKWELL AUTOMATION INC3.2K shares0.63%2025-09-302025-11-17 HON HONEYWELL INTL INC5.1K shares-0.73%2025-09-302025-11-17 TOTL SSGA ACTIVE ETF TR26.0K shares2.66%2025-09-302025-11-17 DIAL COLUMBIA ETF TR I56.4K shares-5.51%2025-09-302025-11-17 ARE ALEXANDRIA REAL ESTATE EQ IN11.7K shares-3.95%2025-09-302025-11-17 PLTR PALANTIR TECHNOLOGIES INC5.3K shares-55.80%2025-09-302025-11-17 MCD MCDONALDS CORP3.2K shares-2.95%2025-09-302025-11-17 SHY ISHARES TR11.7K shares-16.65%2025-09-302025-11-17 IJR ISHARES TR8.1K shares-14.95%2025-09-302025-11-17 MS MORGAN STANLEY6.0K shares26.08%2025-09-302025-11-17 SPGI S&P GLOBAL INC1.9K shares-68.76%2025-09-302025-11-17 DAL DELTA AIR LINES INC DEL16.5K shares-0.57%2025-09-302025-11-17 AB ALLIANCEBERNSTEIN HLDG L P24.5K shares0.00%2025-09-302025-11-17 BTI BRITISH AMERN TOB PLC17.6K shares-55.49%2025-09-302025-11-17 PH PARKER-HANNIFIN CORP1.2K shares1.74%2025-09-302025-11-17 LMT LOCKHEED MARTIN CORP1.8K shares-9.59%2025-09-302025-11-17 SLV ISHARES SILVER TR20.2K shares0.00%2025-09-302025-11-17 NRP NATURAL RESOURCE PARTNERS L7.9K shares3.18%2025-09-302025-11-17 BOND PIMCO ETF TR8.7K shares0.00%2025-09-302025-11-17 XLI SELECT SECTOR SPDR TR5.1K shares-1.34%2025-09-302025-11-17 AMGN AMGEN INC2.8K shares-22.91%2025-09-302025-11-17 REM ISHARES TR35.1K shares16.64%2025-09-302025-11-17 VZ VERIZON COMMUNICATIONS INC17.1K shares-15.89%2025-09-302025-11-17 XLF SELECT SECTOR SPDR TR13.8K shares-33.13%2025-09-302025-11-17 BAC-PL BANK AMERICA CORP577 shares0.00%2025-09-302025-11-17 XLK SELECT SECTOR SPDR TR2.6K shares0.00%2025-09-302025-11-17 BK BANK NEW YORK MELLON CORP6.7K shares-3.96%2025-09-302025-11-17 SHW SHERWIN WILLIAMS CO2.1K shares2.92%2025-09-302025-11-17 WM WASTE MGMT INC DEL3.3K shares0.64%2025-09-302025-11-17 COF CAPITAL ONE FINL CORP3.4K shares-4.25%2025-09-302025-11-17 KO COCA COLA CO10.7K shares9.22%2025-09-302025-11-17 CRWD CROWDSTRIKE HLDGS INC1.4K shares7.42%2025-09-302025-11-17 IBIT ISHARES BITCOIN TRUST ETF10.8K sharesnew addition2025-09-302025-11-17 ITA ISHARES TR3.2K shares0.00%2025-09-302025-11-17 RC READY CAPITAL CORP172.6K shares-19.16%2025-09-302025-11-17 CRM SALESFORCE INC2.7K shares-37.55%2025-09-302025-11-17 EMR EMERSON ELEC CO4.9K shares0.00%2025-09-302025-11-17 ULTA ULTA BEAUTY INC1.2K shares-85.07%2025-09-302025-11-17 PDI PIMCO DYNAMIC INCOME FD32.6K shares-29.15%2025-09-302025-11-17 NOC NORTHROP GRUMMAN CORP1.0K shares-23.46%2025-09-302025-11-17 IONQ IONQ INC10.0K sharesnew addition2025-09-302025-11-17 MTUM ISHARES TR2.4K shares0.00%2025-09-302025-11-17 PCAR PACCAR INC6.0K shares0.00%2025-09-302025-11-17 SPHQ INVESCO EXCHANGE TRADED FD T7.8K shares-6.64%2025-09-302025-11-17 C CITIGROUP INC5.6K shares40.09%2025-09-302025-11-17 VIG VANGUARD SPECIALIZED FUNDS2.6K shares0.00%2025-09-302025-11-17 IHI ISHARES TR9.3K shares0.00%2025-09-302025-11-17 DOW DOW INC23.3K shares0.00%2025-09-302025-11-17 DE DEERE & CO1.2K shares12.63%2025-09-302025-11-17 VEA VANGUARD TAX-MANAGED FDS8.7K shares-1.43%2025-09-302025-11-17 OPP RIVERNORTH DOUBLELINE STRATE61.3K shares0.00%2025-09-302025-11-17 AMT AMERICAN TOWER CORP NEW2.7K shares37.13%2025-09-302025-11-17 XAR SPDR SERIES TRUST2.2K shares7.94%2025-09-302025-11-17 NAC NUVEEN CA QUALTY MUN INCOME44.1K shares-35.21%2025-09-302025-11-17 DUHP DIMENSIONAL ETF TRUST13.4K shares0.00%2025-09-302025-11-17 XEL XCEL ENERGY INC6.3K shares-6.14%2025-09-302025-11-17 VUG VANGUARD INDEX FDS1.0K shares-7.92%2025-09-302025-11-17 MCK MCKESSON CORP640 shares0.00%2025-09-302025-11-17 PSI INVESCO EXCHANGE TRADED FD T7.0K shares0.00%2025-09-302025-11-17 VT VANGUARD INTL EQUITY INDEX F3.6K shares0.00%2025-09-302025-11-17 WMB WILLIAMS COS INC7.7K shares-3.89%2025-09-302025-11-17 SO SOUTHERN CO5.1K shares52.60%2025-09-302025-11-17 TMO THERMO FISHER SCIENTIFIC INC974 shares-53.73%2025-09-302025-11-17 BF.B BROWN FORMAN CORP17.3K shares-0.54%2025-09-302025-11-17 ISRG INTUITIVE SURGICAL INC1.0K shares30.36%2025-09-302025-11-17 RSG REPUBLIC SVCS INC2.0K shares-1.99%2025-09-302025-11-17 GEV GE VERNOVA INC734 shares0.14%2025-09-302025-11-17 VYM VANGUARD WHITEHALL FDS3.2K shares0.00%2025-09-302025-11-17 AGNC AGNC INVT CORP45.9K shares0.00%2025-09-302025-11-17 SMLF ISHARES TR6.0K shares0.00%2025-09-302025-11-17 SHOP SHOPIFY INC3.0K shares-0.20%2025-09-302025-11-17 SRE SEMPRA4.9K shares0.08%2025-09-302025-11-17 MOH MOLINA HEALTHCARE INC2.3K shares0.04%2025-09-302025-11-17 SCHD SCHWAB STRATEGIC TR15.9K shares3.14%2025-09-302025-11-17 PSA PUBLIC STORAGE OPER CO1.5K shares-3.33%2025-09-302025-11-17 WFC WELLS FARGO CO NEW4.9K shares23.08%2025-09-302025-11-17 DSI ISHARES TR3.2K shares0.00%2025-09-302025-11-17 SUSA ISHARES TR2.9K shares-72.37%2025-09-302025-11-17 JMST J P MORGAN EXCHANGE TRADED F7.7K shares-54.02%2025-09-302025-11-17 BX BLACKSTONE INC2.3K shares0.04%2025-09-302025-11-17 IHF ISHARES TR7.8K shares0.00%2025-09-302025-11-17 IGV ISHARES TR3.3K shares0.00%2025-09-302025-11-17 FAST FASTENAL CO7.6K shares2.14%2025-09-302025-11-17 FTEC FIDELITY COVINGTON TRUST1.7K shares0.00%2025-09-302025-11-17 SHYG ISHARES TR8.4K shares-62.22%2025-09-302025-11-17 CMCSA COMCAST CORP NEW11.3K shares-9.51%2025-09-302025-11-17 PDO PIMCO DYNAMIC INCOME OPRNTS24.9K shares0.00%2025-09-302025-11-17 YUM YUM BRANDS INC2.3K shares-3.54%2025-09-302025-11-17 ECL ECOLAB INC1.3K shares0.55%2025-09-302025-11-17 KMI KINDER MORGAN INC DEL12.1K shares-12.18%2025-09-302025-11-17 ROBO EXCHANGE TRADED CONCEPTS TRU5.2K shares0.00%2025-09-302025-11-17 EFSC ENTERPRISE FINL SVCS CORP5.9K shares0.00%2025-09-302025-11-17 VCSH VANGUARD SCOTTSDALE FDS4.2K shares0.00%2025-09-302025-11-17 UNP UNION PAC CORP1.4K shares8.07%2025-09-302025-11-17 PYLD PIMCO ETF TR11.9K sharesnew addition2025-09-302025-11-17 SYY SYSCO CORP3.9K shares-10.75%2025-09-302025-11-17 AMLP ALPS ETF TR6.8K shares-1.65%2025-09-302025-11-17 WEC WEC ENERGY GROUP INC2.7K shares-0.15%2025-09-302025-11-17 TGT TARGET CORP3.4K shares0.35%2025-09-302025-11-17 APPF APPFOLIO INC1.1K shares0.00%2025-09-302025-11-17 FE FIRSTENERGY CORP6.6K shares0.00%2025-09-302025-11-17 ADP AUTOMATIC DATA PROCESSING IN1.0K shares5.93%2025-09-302025-11-17 SCHF SCHWAB STRATEGIC TR12.5K shares0.00%2025-09-302025-11-17 SONY SONY GROUP CORP10.1K shares-32.01%2025-09-302025-11-17 INTC INTEL CORP8.6K sharesnew addition2025-09-302025-11-17 PCQ PIMCO CALIF MUN INCOME FD32.8K shares-33.38%2025-09-302025-11-17 LEN.B LENNAR CORP2.4K shares-5.06%2025-09-302025-11-17 TT TRANE TECHNOLOGIES PLC666 shares0.15%2025-09-302025-11-17 MDLZ MONDELEZ INTL INC4.5K shares-28.34%2025-09-302025-11-17 AMX AMERICA MOVIL SAB DE CV13.1K shares0.00%2025-09-302025-11-17 TACK CAPITOL SER TR9.2K sharesnew addition2025-09-302025-11-17 ELV ELEVANCE HEALTH INC FORMERLY843 shares-5.60%2025-09-302025-11-17 IYF ISHARES TR2.1K sharesnew addition2025-09-302025-11-17 TSM TAIWAN SEMICONDUCTOR MFG LTD964 sharesnew addition2025-09-302025-11-17 SPHD INVESCO EXCH TRADED FD TR II5.4K shares1.02%2025-09-302025-11-17 ETN EATON CORP PLC715 shares0.14%2025-09-302025-11-17 MDT MEDTRONIC PLC2.8K shares-85.34%2025-09-302025-11-17 OKE ONEOK INC NEW3.7K shares0.03%2025-09-302025-11-17 VWO VANGUARD INTL EQUITY INDEX F4.8K shares0.23%2025-09-302025-11-17 CEG CONSTELLATION ENERGY CORP792 shares9.39%2025-09-302025-11-17 BINC BLACKROCK ETF TRUST II4.8K shares0.00%2025-09-302025-11-17 SCHA SCHWAB STRATEGIC TR9.1K sharesnew addition2025-09-302025-11-17 OEF ISHARES TR761 shares0.00%2025-09-302025-11-17 DSL DOUBLELINE INCOME SOLUTIONS20.6K shares0.00%2025-09-302025-11-17 FDVV FIDELITY COVINGTON TRUST4.5K shares0.00%2025-09-302025-11-17 DFAC DIMENSIONAL ETF TRUST6.4K shares0.00%2025-09-302025-11-17 SPG SIMON PPTY GROUP INC NEW1.3K shares0.23%2025-09-302025-11-17 BSX BOSTON SCIENTIFIC CORP2.4K sharesnew addition2025-09-302025-11-17 STX SEAGATE TECHNOLOGY HLDNGS PL1.0K sharesnew addition2025-09-302025-11-17 DFAS DIMENSIONAL ETF TRUST3.4K shares0.00%2025-09-302025-11-17 LRCX LAM RESEARCH CORP1.8K sharesnew addition2025-09-302025-11-17 RSPT INVESCO EXCHANGE TRADED FD T5.2K shares0.00%2025-09-302025-11-17 ARKB ARK 21SHARES BITCOIN ETF6.0K shares0.00%2025-09-302025-11-17 CARR CARRIER GLOBAL CORPORATION3.8K shares-6.20%2025-09-302025-11-17 SDY SPDR SERIES TRUST1.6K shares0.00%2025-09-302025-11-17 IGM ISHARES TR1.7K sharesnew addition2025-09-302025-11-17 CB CHUBB LIMITED773 sharesnew addition2025-09-302025-11-17 SYK STRYKER CORPORATION576 shares-5.26%2025-09-302025-11-17 FNDA SCHWAB STRATEGIC TR6.8K sharesnew addition2025-09-302025-11-17 NSC NORFOLK SOUTHN CORP704 sharesnew addition2025-09-302025-11-17 VB VANGUARD INDEX FDS809 sharesnew addition2025-09-302025-11-17 MDY SPDR S&P MIDCAP 400 ETF TR345 sharesnew addition2025-09-302025-11-17 VRTX VERTEX PHARMACEUTICALS INC515 shares0.00%2025-09-302025-11-17 PNC PNC FINL SVCS GROUP INC1.0K shares-21.35%2025-09-302025-11-17 SCHV SCHWAB STRATEGIC TR6.9K sharesnew addition2025-09-302025-11-17 XLP SELECT SECTOR SPDR TR2.6K shares0.00%2025-09-302025-11-17 DUK DUKE ENERGY CORP NEW1.6K sharesnew addition2025-09-302025-11-17 EVV EATON VANCE LIMITED DURATION18.6K shares0.00%2025-09-302025-11-17 PAGP PLAINS GP HLDGS L P10.0K sharesnew addition2025-09-302025-11-17 MUC BLACKROCK MUNIHLDNGS CALI QL15.0K sharesnew addition2025-09-302025-11-17 KYN KAYNE ANDERSON ENERGY INFRST12.6K shares-62.07%2025-09-302025-11-17 PFN PIMCO INCOME STRATEGY FD II19.7K shares0.53%2025-09-302025-11-17 OCSL OAKTREE SPECIALTY LENDING CO10.6K shares0.00%2025-09-302025-11-17 BFZ BLACKROCK CALIF MUN INCOME T10.1K sharesnew addition2025-09-302025-11-17 PFLT PENNANTPARK FLOATING RATE CA12.4K shares0.00%2025-09-302025-11-17 TSI TCW STRATEGIC INCOME FD INC20.2K shares-61.88%2025-09-302025-11-17 ECC EAGLE POINT CREDIT COMPANY I13.0K shares6.17%2025-09-302025-11-17 JQC NUVEEN CR STRATEGIES INCOME12.0K shares0.00%2025-09-302025-11-17 HITI HIGH TIDE INC12.0K shares0.00%2025-09-302025-11-17 CCO CLEAR CHANNEL OUTDOOR HLDGS10.0K shares0.00%2025-09-302025-11-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available