The Analysis of Founders Financial Alliance, LLC's Holdings
Currently, Founders Financial Alliance, LLC holds 713 types of securities in its portfolio with a total value $530.9M. In the most recent quarter, they have increased their positions in TCAF (+143.1K shares, valued at $5.4M), JGRO (+57.3K shares, valued at $5.4M), CGDG (+150.7K shares, valued at $5.2M); decreased their positions in SPSM (-66.4K shares, valued at $3.1M), RSP (-10.4K shares, valued at $2.0M), BIL (-11.8K shares, valued at $1.1M); initiated new positions in CGDG (+150.7K shares, valued at $5.2M), FESM (+75.2K shares, valued at $2.7M), FMDE (+72.9K shares, valued at $2.6M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC128.3K shares-0.37%2025-09-302025-11-07
NVDA NVIDIA CORPORATION157.8K shares3.34%2025-09-302025-11-07 MSFT MICROSOFT CORP33.9K shares0.31%2025-09-302025-11-07 AMZN AMAZON COM INC45.6K shares2.78%2025-09-302025-11-07 IVV ISHARES TR14.3K shares28.69%2025-09-302025-11-07 JPM JPMORGAN CHASE & CO.28.3K shares1.29%2025-09-302025-11-07 PULS PGIM ETF TR178.0K shares1.34%2025-09-302025-11-07 AVGO BROADCOM INC24.2K shares-2.37%2025-09-302025-11-07 DGRW WISDOMTREE TR87.7K shares68.46%2025-09-302025-11-07 DUK DUKE ENERGY CORP NEW57.3K shares2.76%2025-09-302025-11-07 SPY SPDR S&P 500 ETF TR10.6K shares0.98%2025-09-302025-11-07 GOOGL ALPHABET INC28.2K shares5.05%2025-09-302025-11-07 BIL SPDR SERIES TRUST71.0K shares-14.28%2025-09-302025-11-07 EVLN MORGAN STANLEY ETF TRUST129.7K shares10.15%2025-09-302025-11-07 FBNC FIRST BANCORP N C120.9K shares-1.07%2025-09-302025-11-07 TCAF T ROWE PRICE ETF INC151.9K shares1643.69%2025-09-302025-11-07 JPST J P MORGAN EXCHANGE TRADED F109.5K shares7.34%2025-09-302025-11-07 JGRO J P MORGAN EXCHANGE TRADED F58.9K shares3541.56%2025-09-302025-11-07 QQQ INVESCO QQQ TR9.1K shares2.06%2025-09-302025-11-07 CGDG CAPITAL GROUP DIVIDEND GROWE150.7K sharesnew addition2025-09-302025-11-07 CGGR CAPITAL GROUP GROWTH ETF116.1K shares1656.53%2025-09-302025-11-07 SPMD SPDR SERIES TRUST84.4K shares-2.88%2025-09-302025-11-07 DIA SPDR DOW JONES INDL AVERAGE10.2K shares1.12%2025-09-302025-11-07 MO ALTRIA GROUP INC69.9K shares1.28%2025-09-302025-11-07 DGRS WISDOMTREE TR91.9K shares-5.91%2025-09-302025-11-07 ABBV ABBVIE INC18.3K shares0.11%2025-09-302025-11-07 IWF ISHARES TR8.9K shares-9.77%2025-09-302025-11-07 BRK.B BERKSHIRE HATHAWAY INC DEL7.8K shares4.91%2025-09-302025-11-07 TBIL RBB FD INC76.7K shares25.51%2025-09-302025-11-07 PM PHILIP MORRIS INTL INC21.8K shares0.54%2025-09-302025-11-07 JNJ JOHNSON & JOHNSON18.7K shares0.01%2025-09-302025-11-07 CVX CHEVRON CORP NEW21.9K shares1.62%2025-09-302025-11-07 VYM VANGUARD WHITEHALL FDS23.6K shares-1.37%2025-09-302025-11-07 XOM EXXON MOBIL CORP27.9K shares3.63%2025-09-302025-11-07 LOW LOWES COS INC12.4K shares3.99%2025-09-302025-11-07 WMT WALMART INC28.9K shares0.76%2025-09-302025-11-07 META META PLATFORMS INC4.1K shares1.68%2025-09-302025-11-07 PGR PROGRESSIVE CORP12.0K shares-4.35%2025-09-302025-11-07 XLE SELECT SECTOR SPDR TR32.8K shares-13.64%2025-09-302025-11-07 VOO VANGUARD INDEX FDS4.7K shares3.00%2025-09-302025-11-07 DON WISDOMTREE TR53.8K shares0.49%2025-09-302025-11-07 SPTM SPDR SERIES TRUST34.6K shares-0.78%2025-09-302025-11-07 FESM FIDELITY COVINGTON TRUST75.2K sharesnew addition2025-09-302025-11-07 FCNCA FIRST CTZNS BANCSHARES INC D1.5K shares484.73%2025-09-302025-11-07 FMDE FIDELITY COVINGTON TRUST72.9K sharesnew addition2025-09-302025-11-07 MCD MCDONALDS CORP8.3K shares-1.27%2025-09-302025-11-07 ETN EATON CORP PLC6.5K shares5.58%2025-09-302025-11-07 IBM INTERNATIONAL BUSINESS MACHS8.6K shares2.56%2025-09-302025-11-07 IWD ISHARES TR11.8K shares-7.85%2025-09-302025-11-07 T AT&T INC83.7K shares1.21%2025-09-302025-11-07 SPYV SPDR SERIES TRUST41.6K shares17.21%2025-09-302025-11-07 HD HOME DEPOT INC5.7K shares-1.38%2025-09-302025-11-07 VUG VANGUARD INDEX FDS4.7K shares0.00%2025-09-302025-11-07 HON HONEYWELL INTL INC10.5K shares0.02%2025-09-302025-11-07 VIG VANGUARD SPECIALIZED FUNDS9.6K shares-0.49%2025-09-302025-11-07 XBIL RBB FD INC41.2K shares-3.36%2025-09-302025-11-07 XLF SELECT SECTOR SPDR TR38.3K shares-11.09%2025-09-302025-11-07 CRWD CROWDSTRIKE HLDGS INC4.2K shares3.42%2025-09-302025-11-07 GOOG ALPHABET INC8.5K shares-1.69%2025-09-302025-11-07 GS GOLDMAN SACHS GROUP INC2.5K shares12.20%2025-09-302025-11-07 DIVO AMPLIFY ETF TR43.6K shares6.14%2025-09-302025-11-07 ORCL ORACLE CORP6.8K shares8.79%2025-09-302025-11-07 TSLA TESLA INC4.2K shares13.94%2025-09-302025-11-07 PG PROCTER AND GAMBLE CO12.2K shares-0.68%2025-09-302025-11-07 TSM TAIWAN SEMICONDUCTOR MFG LTD6.6K shares15.65%2025-09-302025-11-07 RTX RTX CORPORATION11.1K shares0.14%2025-09-302025-11-07 CSCO CISCO SYS INC26.7K shares-0.62%2025-09-302025-11-07 USFR WISDOMTREE TR35.9K shares11.52%2025-09-302025-11-07 SCHD SCHWAB STRATEGIC TR66.1K shares-1.38%2025-09-302025-11-07 VTI VANGUARD INDEX FDS5.5K shares2.07%2025-09-302025-11-07 QDPL PACER FDS TR42.6K shares0.50%2025-09-302025-11-07 DLN WISDOMTREE TR20.5K shares-6.16%2025-09-302025-11-07 XLK SELECT SECTOR SPDR TR6.3K shares0.38%2025-09-302025-11-07 GOF GUGGENHEIM STRATEGIC OPPORTU116.5K shares3.86%2025-09-302025-11-07 AGNC AGNC INVT CORP171.8K shares11.24%2025-09-302025-11-07 BAC BANK AMERICA CORP32.1K shares2.66%2025-09-302025-11-07 NEE NEXTERA ENERGY INC21.8K shares12.90%2025-09-302025-11-07 GCOW PACER FDS TR39.2K shares0.17%2025-09-302025-11-07 AMD ADVANCED MICRO DEVICES INC9.6K shares-1.04%2025-09-302025-11-07 CAT CATERPILLAR INC3.2K shares-2.19%2025-09-302025-11-07 NFLX NETFLIX INC1.2K shares12.40%2025-09-302025-11-07 RY ROYAL BK CDA9.9K shares0.06%2025-09-302025-11-07 COST COSTCO WHSL CORP NEW1.6K shares11.56%2025-09-302025-11-07 VEA VANGUARD TAX-MANAGED FDS24.1K shares-0.89%2025-09-302025-11-07 SMH VANECK ETF TRUST4.4K shares5.11%2025-09-302025-11-07 VTV VANGUARD INDEX FDS7.7K shares0.01%2025-09-302025-11-07 VB VANGUARD INDEX FDS5.6K shares-2.04%2025-09-302025-11-07 UAN CVR PARTNERS LP15.5K shares-13.07%2025-09-302025-11-07 PEP PEPSICO INC9.8K shares3.65%2025-09-302025-11-07 XLI SELECT SECTOR SPDR TR8.9K shares-0.30%2025-09-302025-11-07 V VISA INC4.0K shares1.12%2025-09-302025-11-07 MRK MERCK & CO INC16.1K shares-2.97%2025-09-302025-11-07 LLY ELI LILLY & CO1.8K shares-6.65%2025-09-302025-11-07 ROL ROLLINS INC22.7K shares-0.81%2025-09-302025-11-07 MAR MARRIOTT INTL INC NEW4.8K shares26.30%2025-09-302025-11-07 KO COCA COLA CO18.9K shares-6.03%2025-09-302025-11-07 VZ VERIZON COMMUNICATIONS INC28.1K shares-6.71%2025-09-302025-11-07 CGSD CAPITAL GRP FIXED INCM ETF T46.9K shares4.31%2025-09-302025-11-07 AEP AMERICAN ELEC PWR CO INC10.6K shares5.02%2025-09-302025-11-07 TFC TRUIST FINL CORP25.8K shares-4.32%2025-09-302025-11-07 ORC ORCHID IS CAP INC167.5K shares9.63%2025-09-302025-11-07 SPSM SPDR SERIES TRUST25.2K shares-72.44%2025-09-302025-11-07 AXP AMERICAN EXPRESS CO3.5K shares20.14%2025-09-302025-11-07 GE GE AEROSPACE3.6K shares21.67%2025-09-302025-11-07 D DOMINION ENERGY INC17.6K shares0.05%2025-09-302025-11-07 IJH ISHARES TR16.2K shares-0.99%2025-09-302025-11-07 TJX TJX COS INC NEW7.3K shares-7.37%2025-09-302025-11-07 CLMT CALUMET INC57.8K shares-12.89%2025-09-302025-11-07 WM WASTE MGMT INC DEL4.7K shares-2.25%2025-09-302025-11-07 FCX FREEPORT-MCMORAN INC26.2K shares7.86%2025-09-302025-11-07 ENB ENBRIDGE INC19.5K shares15.88%2025-09-302025-11-07 SLV ISHARES SILVER TR23.2K shares10.33%2025-09-302025-11-07 BCIC BCP INVESTMENT CORPORATION84.1K shares19.22%2025-09-302025-11-07 XAR SPDR SERIES TRUST3.9K shares3.71%2025-09-302025-11-07 ORLY OREILLY AUTOMOTIVE INC8.5K shares24.22%2025-09-302025-11-07 RSP INVESCO EXCHANGE TRADED FD T4.8K shares-68.22%2025-09-302025-11-07 CW CURTISS WRIGHT CORP1.7K shares0.06%2025-09-302025-11-07 VPU VANGUARD WORLD FD4.8K shares0.54%2025-09-302025-11-07 IRM IRON MTN INC DEL9.0K shares0.29%2025-09-302025-11-07 LQD ISHARES TR8.1K shares0.73%2025-09-302025-11-07 SBUX STARBUCKS CORP10.7K shares-14.64%2025-09-302025-11-07 QCOM QUALCOMM INC5.3K shares-5.17%2025-09-302025-11-07 OXLC OXFORD LANE CAP CORP52.4K sharesnew addition2025-09-302025-11-07 LMT LOCKHEED MARTIN CORP1.8K shares0.11%2025-09-302025-11-07 XLY SELECT SECTOR SPDR TR3.7K shares0.36%2025-09-302025-11-07 GLD SPDR GOLD TR2.5K shares23.34%2025-09-302025-11-07 EVT EATON VANCE TAX ADVT DIV INC35.7K shares1.59%2025-09-302025-11-07 XYLD GLOBAL X FDS21.9K shares20.33%2025-09-302025-11-07 PANW PALO ALTO NETWORKS INC4.2K shares16.53%2025-09-302025-11-07 VOT VANGUARD INDEX FDS2.9K shares2.08%2025-09-302025-11-07 WPC WP CAREY INC12.5K shares0.59%2025-09-302025-11-07 XRMI GLOBAL X FDS47.4K shares22.14%2025-09-302025-11-07 IWY ISHARES TR3.0K shares-0.16%2025-09-302025-11-07 PLTR PALANTIR TECHNOLOGIES INC4.5K shares12.82%2025-09-302025-11-07 VOE VANGUARD INDEX FDS4.7K shares-4.57%2025-09-302025-11-07 DIS DISNEY WALT CO7.1K shares-0.84%2025-09-302025-11-07 PFE PFIZER INC31.5K shares5.67%2025-09-302025-11-07 TXN TEXAS INSTRS INC4.3K shares-1.36%2025-09-302025-11-07 AON AON PLC2.2K shares5.06%2025-09-302025-11-07 CVS CVS HEALTH CORP10.1K shares-4.16%2025-09-302025-11-07 CGHM CAPITAL GRP FIXED INCM ETF T30.0K sharesnew addition2025-09-302025-11-07 SPYG SPDR SERIES TRUST7.3K shares2.10%2025-09-302025-11-07 UBER UBER TECHNOLOGIES INC7.7K shares30.28%2025-09-302025-11-07 WMB WILLIAMS COS INC11.8K shares-1.64%2025-09-302025-11-07 VO VANGUARD INDEX FDS2.5K shares-1.18%2025-09-302025-11-07 IEFA ISHARES TR8.5K shares0.99%2025-09-302025-11-07 GEV GE VERNOVA INC1.2K shares69.37%2025-09-302025-11-07 BTU PEABODY ENERGY CORP27.4K shares-15.81%2025-09-302025-11-07 MNST MONSTER BEVERAGE CORP NEW10.8K shares49.21%2025-09-302025-11-07 ACP ABRDN INCOME CREDIT STRATEGI124.5K shares20.11%2025-09-302025-11-07 QYLD GLOBAL X FDS42.3K shares23.41%2025-09-302025-11-07 BME BLACKROCK HEALTH SCIENCES TR19.3K shares12.97%2025-09-302025-11-07 COF CAPITAL ONE FINL CORP3.3K shares0.03%2025-09-302025-11-07 PNC PNC FINL SVCS GROUP INC3.5K shares-2.74%2025-09-302025-11-07 ARCC ARES CAPITAL CORP33.7K shares39.10%2025-09-302025-11-07 C CITIGROUP INC6.6K shares44.47%2025-09-302025-11-07 INTU INTUIT968 shares4.42%2025-09-302025-11-07 NVG NUVEEN AMT FREE MUN CR INC F53.0K shares1.42%2025-09-302025-11-07 PINS PINTEREST INC20.1K shares-11.33%2025-09-302025-11-07 NEA NUVEEN AMT FREE QLTY MUN INC56.9K shares120.76%2025-09-302025-11-07 LIN LINDE PLC1.3K shares1.82%2025-09-302025-11-07 JCI JOHNSON CTLS INTL PLC5.8K shares0.05%2025-09-302025-11-07 VFH VANGUARD WORLD FD4.8K shares2.53%2025-09-302025-11-07 PODD INSULET CORP2.1K shares-7.11%2025-09-302025-11-07 XLV SELECT SECTOR SPDR TR4.5K shares-7.52%2025-09-302025-11-07 BA BOEING CO2.9K shares-6.12%2025-09-302025-11-07 NXST NEXSTAR MEDIA GROUP INC3.1K shares-5.30%2025-09-302025-11-07 OKE ONEOK INC NEW8.4K shares-4.72%2025-09-302025-11-07 BLK BLACKROCK INC516 shares51.32%2025-09-302025-11-07 VWO VANGUARD INTL EQUITY INDEX F11.1K shares0.00%2025-09-302025-11-07 KMI KINDER MORGAN INC DEL21.1K shares11.75%2025-09-302025-11-07 O REALTY INCOME CORP9.8K shares46.16%2025-09-302025-11-07 UNP UNION PAC CORP2.5K shares-13.94%2025-09-302025-11-07 BILZ PIMCO ETF TR5.9K shares-2.24%2025-09-302025-11-07 FDN FIRST TR EXCHANGE-TRADED FD2.1K shares-2.40%2025-09-302025-11-07 IEMG ISHARES INC8.9K shares2.50%2025-09-302025-11-07 ABT ABBOTT LABS4.3K shares41.03%2025-09-302025-11-07 AWI ARMSTRONG WORLD INDS INC NEW2.9K shares13.24%2025-09-302025-11-07 EMR EMERSON ELEC CO4.3K shares37.49%2025-09-302025-11-07 VGT VANGUARD WORLD FD751 shares0.00%2025-09-302025-11-07 CRM SALESFORCE INC2.3K shares8.53%2025-09-302025-11-07 WFC WELLS FARGO CO NEW6.5K shares31.93%2025-09-302025-11-07 SDIV GLOBAL X FDS22.7K shares15.21%2025-09-302025-11-07 FTEC FIDELITY COVINGTON TRUST2.4K shares21.17%2025-09-302025-11-07 CSX CSX CORP15.2K shares120.37%2025-09-302025-11-07 APD AIR PRODS & CHEMS INC2.0K shares-1.95%2025-09-302025-11-07 CMI CUMMINS INC1.3K shares21.31%2025-09-302025-11-07 BP BP PLC15.4K shares0.31%2025-09-302025-11-07 TEL TE CONNECTIVITY PLC2.4K shares0.04%2025-09-302025-11-07 XLG INVESCO EXCHANGE TRADED FD T9.1K shares4.10%2025-09-302025-11-07 UBCP UNITED BANCORP INC OHIO37.3K shares11.30%2025-09-302025-11-07 AMT AMERICAN TOWER CORP NEW2.6K shares0.30%2025-09-302025-11-07 QQEW FIRST TR EXCHANGE-TRADED FD3.6K shares0.03%2025-09-302025-11-07 FNDF SCHWAB STRATEGIC TR11.6K shares0.00%2025-09-302025-11-07 GD GENERAL DYNAMICS CORP1.5K shares0.07%2025-09-302025-11-07 DE DEERE & CO1.1K shares59.38%2025-09-302025-11-07 GDX VANECK ETF TRUST6.5K shares-27.11%2025-09-302025-11-07 TGT TARGET CORP5.4K shares8.06%2025-09-302025-11-07 ADP AUTOMATIC DATA PROCESSING IN1.7K shares0.67%2025-09-302025-11-07 LQDH ISHARES U S ETF TR5.2K shares-1.22%2025-09-302025-11-07 FTA FIRST TR EXCHANGE-TRADED ALP5.8K shares0.48%2025-09-302025-11-07 ITW ILLINOIS TOOL WKS INC1.9K shares36.95%2025-09-302025-11-07 CTAS CINTAS CORP2.3K shares0.17%2025-09-302025-11-07 HWM HOWMET AEROSPACE INC2.4K shares-8.75%2025-09-302025-11-07 RITM RITHM CAPITAL CORP41.8K shares4.60%2025-09-302025-11-07 IJR ISHARES TR4.0K shares-3.59%2025-09-302025-11-07 ROK ROCKWELL AUTOMATION INC1.4K shares67.16%2025-09-302025-11-07 NOC NORTHROP GRUMMAN CORP769 shares33.97%2025-09-302025-11-07 MS MORGAN STANLEY2.9K shares0.14%2025-09-302025-11-07 ADBE ADOBE INC1.3K shares-11.40%2025-09-302025-11-07 GTO INVESCO ACTIVELY MANAGED EXC9.8K shares-33.65%2025-09-302025-11-07 OLED UNIVERSAL DISPLAY CORP3.2K shares-0.68%2025-09-302025-11-07 GSBD GOLDMAN SACHS BDC INC45.2K shares9.41%2025-09-302025-11-07 GSLC GOLDMAN SACHS ETF TR3.5K shares0.00%2025-09-302025-11-07 NOW SERVICENOW INC495 shares2.06%2025-09-302025-11-07 CEG CONSTELLATION ENERGY CORP1.4K shares-2.13%2025-09-302025-11-07 SPGI S&P GLOBAL INC933 shares59.22%2025-09-302025-11-07 AMAT APPLIED MATLS INC2.2K shares80.44%2025-09-302025-11-07 PYPL PAYPAL HLDGS INC6.7K shares52.57%2025-09-302025-11-07 OXY OCCIDENTAL PETE CORP9.4K shares1.54%2025-09-302025-11-07 SPOT SPOTIFY TECHNOLOGY S A632 shares0.00%2025-09-302025-11-07 PNNT PENNANTPARK INVT CORP65.6K shares5.64%2025-09-302025-11-07 EQT EQT CORP8.1K shares0.71%2025-09-302025-11-07 YUM YUM BRANDS INC2.9K shares-3.83%2025-09-302025-11-07 AMGN AMGEN INC1.5K shares-2.78%2025-09-302025-11-07 VST VISTRA CORP2.2K shares6.97%2025-09-302025-11-07 IWB ISHARES TR1.2K shares-24.87%2025-09-302025-11-07 BMY BRISTOL-MYERS SQUIBB CO9.5K shares17.49%2025-09-302025-11-07 XLU SELECT SECTOR SPDR TR4.8K shares61.87%2025-09-302025-11-07 FVD FIRST TR EXCHANGE-TRADED FD9.1K shares0.91%2025-09-302025-11-07 FTC FIRST TR EXCHANGE-TRADED ALP2.6K shares1.64%2025-09-302025-11-07 FV FIRST TR EXCHANGE TRADED FD6.7K shares14.92%2025-09-302025-11-07 EGP EASTGROUP PPTYS INC2.5K shares0.00%2025-09-302025-11-07 COP CONOCOPHILLIPS4.3K shares-5.11%2025-09-302025-11-07 IWR ISHARES TR4.2K shares66.00%2025-09-302025-11-07 VRTX VERTEX PHARMACEUTICALS INC1.0K shares27.59%2025-09-302025-11-07 XLC SELECT SECTOR SPDR TR3.4K shares105.20%2025-09-302025-11-07 UNH UNITEDHEALTH GROUP INC1.2K shares-27.37%2025-09-302025-11-07 MA MASTERCARD INCORPORATED709 shares68.41%2025-09-302025-11-07 IVW ISHARES TR3.3K shares18.96%2025-09-302025-11-07 AOS SMITH A O CORP5.5K shares42.09%2025-09-302025-11-07 DES WISDOMTREE TR11.9K shares-5.07%2025-09-302025-11-07 HOOD ROBINHOOD MKTS INC2.8K sharesnew addition2025-09-302025-11-07 SYK STRYKER CORPORATION1.1K shares-1.28%2025-09-302025-11-07 MU MICRON TECHNOLOGY INC2.4K shares0.00%2025-09-302025-11-07 TCAL T ROWE PRICE ETF INC15.9K sharesnew addition2025-09-302025-11-07 RMD RESMED INC1.4K shares1.30%2025-09-302025-11-07 ISRG INTUITIVE SURGICAL INC844 shares6.30%2025-09-302025-11-07 RDVY FIRST TR EXCHANGE TRADED FD5.6K 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addition2025-09-302025-11-07 AIRR FIRST TR EXCHANGE TRADED FD827 sharesnew addition2025-09-302025-11-07 PFM INVESCO EXCHANGE TRADED FD T1.6K shares3.36%2025-09-302025-11-07 IHI ISHARES TR1.3K shares66.67%2025-09-302025-11-07 EBIZ GLOBAL X FDS2.2K sharesnew addition2025-09-302025-11-07 GDXJ VANECK ETF TRUST770 shares0.00%2025-09-302025-11-07 ACWX ISHARES TR1.2K shares0.00%2025-09-302025-11-07 BUG GLOBAL X FDS2.1K sharesnew addition2025-09-302025-11-07 VEU VANGUARD INTL EQUITY INDEX F1.0K shares38.62%2025-09-302025-11-07 MXI ISHARES TR796 shares-20.08%2025-09-302025-11-07 ALTY GLOBAL X FDS6.1K shares-5.96%2025-09-302025-11-07 EEM ISHARES TR1.3K shares0.00%2025-09-302025-11-07 IJJ ISHARES TR546 shares33.50%2025-09-302025-11-07 SCHO SCHWAB STRATEGIC TR2.9K shares20.55%2025-09-302025-11-07 LVDS J P MORGAN EXCHANGE TRADED F1.3K sharesnew addition2025-09-302025-11-07 TLT ISHARES TR743 shares100.81%2025-09-302025-11-07 ICF ISHARES TR1.1K shares0.65%2025-09-302025-11-07 VMBS VANGUARD SCOTTSDALE FDS1.4K sharesnew addition2025-09-302025-11-07 VDE VANGUARD WORLD FD511 shares254.86%2025-09-302025-11-07 MUB ISHARES TR595 shares140.89%2025-09-302025-11-07 HYG ISHARES TR776 shares0.78%2025-09-302025-11-07 FNDE SCHWAB STRATEGIC TR1.7K shares1718.95%2025-09-302025-11-07 VIS VANGUARD WORLD FD208 shares96.23%2025-09-302025-11-07 FBT FIRST TR EXCHANGE-TRADED FD341 sharesnew addition2025-09-302025-11-07 PIE INVESCO EXCH TRADED FD TR II2.5K shares75.67%2025-09-302025-11-07 GOVT ISHARES TR2.6K shares0.08%2025-09-302025-11-07 ITM VANECK ETF TRUST1.3K sharesnew addition2025-09-302025-11-07 IGSB ISHARES TR1.1K shares-5.39%2025-09-302025-11-07 VNQ VANGUARD INDEX FDS648 shares59.61%2025-09-302025-11-07 CMF ISHARES TR1.0K sharesnew addition2025-09-302025-11-07 TIP ISHARES TR522 shares0.38%2025-09-302025-11-07 IYC ISHARES TR554 shares250.63%2025-09-302025-11-07 XLP SELECT SECTOR SPDR TR729 shares66.44%2025-09-302025-11-07 SRET GLOBAL X FDS2.6K shares23.91%2025-09-302025-11-07 EWU ISHARES TR1.3K shares0.00%2025-09-302025-11-07 FXH FIRST TR EXCHANGE TRADED FD503 sharesnew addition2025-09-302025-11-07 IBB ISHARES TR374 shares605.66%2025-09-302025-11-07 RSPG INVESCO EXCHANGE TRADED FD T667 shares0.76%2025-09-302025-11-07 FVAL FIDELITY COVINGTON TRUST759 shares0.00%2025-09-302025-11-07 SMLF ISHARES TR701 shares0.14%2025-09-302025-11-07 ICVT ISHARES TR513 shares0.39%2025-09-302025-11-07 FLOT ISHARES TR991 shares0.20%2025-09-302025-11-07 BIV VANGUARD BD INDEX FDS620 shares13.55%2025-09-302025-11-07 PAVE GLOBAL X FDS1.0K shares472.88%2025-09-302025-11-07 VDC VANGUARD WORLD FD222 shares6.22%2025-09-302025-11-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available