The Analysis of Gen-Wealth Partners Inc's Holdings
Currently, Gen-Wealth Partners Inc holds 681 types of securities in its portfolio with a total value $296.0M. In the most recent quarter, they have increased their positions in XLG (+56.8K shares, valued at $3.3M), BAI (+68.8K shares, valued at $2.3M), SPYM (+24.9K shares, valued at $2.0M); decreased their positions in IYW (-12.9K shares, valued at $2.5M), EFG (-17.3K shares, valued at $2.0M), EFV (-22.6K shares, valued at $1.5M); initiated new positions in SHLD (+25.4K shares, valued at $1.8M), AVEM (+17.0K shares, valued at $1.3M), CPRT (+18.2K shares, valued at $816.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPYM SPDR PORTFOLIO S&P 500 ETF208.8K shares13.55%2025-09-302025-11-14
DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF163.5K shares10.80%2025-09-302025-11-14 IVW ISHARES S&P 500 GROWTH ETF71.6K shares2.03%2025-09-302025-11-14 QUAL ISHARES MSCI USA QUALITY FACTOR ETF40.9K shares0.61%2025-09-302025-11-14 EFV ISHARES MSCI EAFE VALUE ETF106.8K shares-17.46%2025-09-302025-11-14 IVV ISHARES CORE S&P 500 ETF10.0K shares-7.40%2025-09-302025-11-14 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF100.7K shares24.08%2025-09-302025-11-14 IVE ISHARES S&P 500 VALUE ETF31.9K shares11.28%2025-09-302025-11-14 XLG INVESCO S&P 500 TOP 50 ETF109.8K shares107.13%2025-09-302025-11-14 THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF113.8K shares8.98%2025-09-302025-11-14 BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF106.9K shares180.44%2025-09-302025-11-14 WMT WALMART INC COM34.6K shares1.85%2025-09-302025-11-14 MSFT MICROSOFT CORP COM6.8K shares4.68%2025-09-302025-11-14 CAT CATERPILLAR INC COM6.7K shares1.96%2025-09-302025-11-14 PG PROCTER AND GAMBLE CO COM20.5K shares15.21%2025-09-302025-11-14 JNJ JOHNSON & JOHNSON COM15.8K shares8.25%2025-09-302025-11-14 AMZN AMAZON COM INC COM12.8K shares27.05%2025-09-302025-11-14 AAPL APPLE INC COM10.8K shares19.21%2025-09-302025-11-14 IBM INTERNATIONAL BUSINESS MACHS COM9.6K shares5.31%2025-09-302025-11-14 AMGN AMGEN INC COM8.8K shares4.51%2025-09-302025-11-14 JPM JPMORGAN CHASE & CO. COM7.8K shares5.52%2025-09-302025-11-14 NVDA NVIDIA CORPORATION COM12.9K shares-2.09%2025-09-302025-11-14 MCD MCDONALDS CORP COM7.9K shares5.22%2025-09-302025-11-14 CVX CHEVRON CORP NEW COM15.0K shares18.78%2025-09-302025-11-14 DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST5.0K shares-0.93%2025-09-302025-11-14 MMM 3M CO COM13.8K shares14.06%2025-09-302025-11-14 KO COCA COLA CO COM31.7K shares9.89%2025-09-302025-11-14 SHW SHERWIN WILLIAMS CO COM6.0K shares7.02%2025-09-302025-11-14 SPMO INVESCO S&P 500 MOMENTUM ETF17.1K shares4.92%2025-09-302025-11-14 V VISA INC COM CL A5.9K shares21.77%2025-09-302025-11-14 GS GOLDMAN SACHS GROUP INC COM2.5K shares3.54%2025-09-302025-11-14 HD HOME DEPOT INC COM4.9K shares8.75%2025-09-302025-11-14 HON HONEYWELL INTL INC COM9.2K shares49.49%2025-09-302025-11-14 VZ VERIZON COMMUNICATIONS INC COM44.0K shares28.31%2025-09-302025-11-14 MUB ISHARES NATIONAL MUNI BOND ETF18.0K shares-18.24%2025-09-302025-11-14 EFG ISHARES MSCI EAFE GROWTH ETF16.5K shares-51.10%2025-09-302025-11-14 MRK MERCK & CO INC COM22.3K shares25.35%2025-09-302025-11-14 SCHZ SCHWAB US AGGREGATE BOND ETF79.0K shares5.79%2025-09-302025-11-14 CSCO CISCO SYS INC COM26.8K shares7.25%2025-09-302025-11-14 AXP AMERICAN EXPRESS CO COM5.5K shares11.83%2025-09-302025-11-14 SHLD GLOBAL X DEFENSE TECH ETF25.4K sharesnew addition2025-09-302025-11-14 UNH UNITEDHEALTH GROUP INC COM5.1K shares43.92%2025-09-302025-11-14 DIS DISNEY WALT CO COM14.5K shares14.03%2025-09-302025-11-14 XTEN BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF35.5K shares8.02%2025-09-302025-11-14 TRV TRAVELERS COMPANIES INC COM5.8K shares9.24%2025-09-302025-11-14 BA BOEING CO COM7.4K shares-2.92%2025-09-302025-11-14 NKE NIKE INC CL B21.9K shares1.46%2025-09-302025-11-14 CRM SALESFORCE INC COM6.1K shares34.83%2025-09-302025-11-14 ADP AUTOMATIC DATA PROCESSING INC COM4.9K shares-6.26%2025-09-302025-11-14 PEP PEPSICO INC COM10.1K shares-0.57%2025-09-302025-11-14 IUSB ISHARES CORE TOTAL USD BOND MARKET ETF29.3K shares-20.71%2025-09-302025-11-14 ORCL ORACLE CORP COM4.7K shares-30.51%2025-09-302025-11-14 GLD SPDR GOLD SHARES3.6K shares306.85%2025-09-302025-11-14 COST COSTCO WHSL CORP NEW COM1.4K shares22.75%2025-09-302025-11-14 AVEM AVANTIS EMERGING MARKETS EQUITY ETF17.0K sharesnew addition2025-09-302025-11-14 GOOGL ALPHABET INC CAP STK CL A5.2K shares39.17%2025-09-302025-11-14 MBB ISHARES MBS ETF13.3K shares2.77%2025-09-302025-11-14 CHD CHURCH & DWIGHT CO INC COM14.4K shares-2.54%2025-09-302025-11-14 MKC MCCORMICK & CO INC COM NON VTG18.3K shares0.69%2025-09-302025-11-14 OEF ISHARES S&P 100 ETF3.5K shares8.61%2025-09-302025-11-14 CASY CASEYS GEN STORES INC COM2.0K shares-3.74%2025-09-302025-11-14 META META PLATFORMS INC CL A1.5K shares2.77%2025-09-302025-11-14 CHKP CHECK POINT SOFTWARE TECH LTD ORD5.2K shares10.84%2025-09-302025-11-14 ROL ROLLINS INC COM18.1K shares1.49%2025-09-302025-11-14 QQQ INVESCO QQQ TRUST SERIES I1.8K shares0.98%2025-09-302025-11-14 VBK VANGUARD SMALL-CAP GROWTH ETF3.5K shares174.09%2025-09-302025-11-14 COR CENCORA INC COM3.3K shares-9.01%2025-09-302025-11-14 BSX BOSTON SCIENTIFIC CORP COM10.2K shares437.06%2025-09-302025-11-14 FDS FACTSET RESH SYS INC COM3.5K shares7.26%2025-09-302025-11-14 ABBV ABBVIE INC COM4.3K shares21.23%2025-09-302025-11-14 MSCI MSCI INC COM1.7K shares1.88%2025-09-302025-11-14 MNST MONSTER BEVERAGE CORP NEW COM14.4K shares-9.82%2025-09-302025-11-14 RSP INVESCO S&P 500 EQUAL WEIGHT ETF5.1K shares0.00%2025-09-302025-11-14 AZO AUTOZONE INC COM223 shares-12.55%2025-09-302025-11-14 TSCO TRACTOR SUPPLY CO COM16.7K shares-12.24%2025-09-302025-11-14 TMO THERMO FISHER SCIENTIFIC INC COM1.9K shares-11.33%2025-09-302025-11-14 EFA ISHARES MSCI EAFE ETF10.0K shares0.00%2025-09-302025-11-14 ICE INTERCONTINENTAL EXCHANGE INC COM5.4K shares-8.35%2025-09-302025-11-14 INTU INTUIT COM1.3K shares-12.66%2025-09-302025-11-14 USMV ISHARES MSCI USA MIN VOL FACTOR ETF9.5K shares28.79%2025-09-302025-11-14 ACN ACCENTURE PLC IRELAND SHS CLASS A3.7K shares17.10%2025-09-302025-11-14 MDY SPDR S&P MIDCAP 400 ETF TRUST1.5K shares0.00%2025-09-302025-11-14 BINC ISHARES FLEXIBLE INCOME ACTIVE ETF16.8K shares5.47%2025-09-302025-11-14 CMCSA COMCAST CORP NEW CL A28.4K shares1.21%2025-09-302025-11-14 NVO NOVO-NORDISK A S ADR16.0K shares20.89%2025-09-302025-11-14 MTD METTLER TOLEDO INTERNATIONAL COM704 shares-8.45%2025-09-302025-11-14 FAST FASTENAL CO COM17.0K shares-19.91%2025-09-302025-11-14 SPY SPDR S&P 500 ETF TRUST1.2K shares13.89%2025-09-302025-11-14 CPRT COPART INC COM18.2K sharesnew addition2025-09-302025-11-14 ECL ECOLAB INC COM3.0K shares-5.64%2025-09-302025-11-14 PAYX PAYCHEX INC COM6.4K shares-2.99%2025-09-302025-11-14 JKHY HENRY JACK & ASSOC INC COM5.4K shares-4.51%2025-09-302025-11-14 IYW ISHARES U.S. TECHNOLOGY ETF4.1K shares-76.11%2025-09-302025-11-14 IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF15.2K shares8.89%2025-09-302025-11-14 DSGX DESCARTES SYS GROUP INC COM8.2K sharesnew addition2025-09-302025-11-14 ITW ILLINOIS TOOL WKS INC COM3.0K shares-6.92%2025-09-302025-11-14 ITA ISHARES U.S. AEROSPACE & DEFENSE ETF3.6K sharesnew addition2025-09-302025-11-14 ABT ABBOTT LABS COM5.7K shares-5.31%2025-09-302025-11-14 BRK.A BERKSHIRE HATHAWAY INC DEL CL A1 shares0.00%2025-09-302025-11-14 XOM EXXON MOBIL CORP COM6.6K shares-6.85%2025-09-302025-11-14 IWM ISHARES RUSSELL 2000 ETF3.0K shares0.00%2025-09-302025-11-14 LLY ELI LILLY & CO COM954 shares275.59%2025-09-302025-11-14 LIN LINDE PLC SHS1.5K shares-10.66%2025-09-302025-11-14 GD GENERAL DYNAMICS CORP COM2.1K shares-16.78%2025-09-302025-11-14 GWW GRAINGER W W INC COM710 shares-5.08%2025-09-302025-11-14 CL COLGATE PALMOLIVE CO COM8.3K shares-48.16%2025-09-302025-11-14 IJH ISHARES CORE S&P MID-CAP ETF9.8K shares0.00%2025-09-302025-11-14 IYR ISHARES U.S. REAL ESTATE ETF6.5K sharesnew addition2025-09-302025-11-14 ROP ROPER TECHNOLOGIES INC COM1.2K shares-7.80%2025-09-302025-11-14 QQQM INVESCO NASDAQ 100 ETF2.4K shares0.00%2025-09-302025-11-14 SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF8.9K sharesnew addition2025-09-302025-11-14 LOW LOWES COS INC COM2.4K shares11.21%2025-09-302025-11-14 SYK STRYKER CORPORATION COM1.6K shares-1.54%2025-09-302025-11-14 CHRW C H ROBINSON WORLDWIDE INC COM NEW4.4K shares-17.46%2025-09-302025-11-14 LCTU BLACKROCK U.S. CARBON TRANSITION READINESS ETF8.1K shares1.56%2025-09-302025-11-14 GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST7.6K shares71.22%2025-09-302025-11-14 ADM ARCHER DANIELS MIDLAND CO COM9.8K shares-12.12%2025-09-302025-11-14 BDX BECTON DICKINSON & CO COM3.1K shares-34.35%2025-09-302025-11-14 VB VANGUARD SMALL-CAP ETF2.3K shares0.00%2025-09-302025-11-14 ESGU ISHARES ESG AWARE MSCI USA ETF3.9K shares37.44%2025-09-302025-11-14 CINF CINCINNATI FINL CORP COM3.6K shares-6.57%2025-09-302025-11-14 PFF ISHARES PREFERRED & INCOME SECURITIES ETF17.8K shares2236.58%2025-09-302025-11-14 ATO ATMOS ENERGY CORP COM3.3K shares-6.31%2025-09-302025-11-14 MDT MEDTRONIC PLC SHS5.8K shares-8.09%2025-09-302025-11-14 SJM SMUCKER J M CO COM NEW5.1K shares-20.67%2025-09-302025-11-14 AFL AFLAC INC COM4.9K shares-5.49%2025-09-302025-11-14 SLV ISHARES SILVER TRUST13.0K shares0.85%2025-09-302025-11-14 EMR EMERSON ELEC CO COM4.2K shares-12.41%2025-09-302025-11-14 KEY KEYCORP COM28.8K shares0.00%2025-09-302025-11-14 PNR PENTAIR PLC SHS4.8K shares-11.07%2025-09-302025-11-14 NEE NEXTERA ENERGY INC COM7.1K shares-7.38%2025-09-302025-11-14 ES EVERSOURCE ENERGY COM7.4K shares-7.17%2025-09-302025-11-14 ALB ALBEMARLE CORP COM6.5K shares-20.36%2025-09-302025-11-14 SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF9.2K sharesnew addition2025-09-302025-11-14 O REALTY INCOME CORP COM8.6K shares-6.58%2025-09-302025-11-14 BEN FRANKLIN RESOURCES INC COM22.6K shares-11.51%2025-09-302025-11-14 PLTR PALANTIR TECHNOLOGIES INC CL A2.9K shares-44.63%2025-09-302025-11-14 ED CONSOLIDATED EDISON INC COM5.2K shares-4.31%2025-09-302025-11-14 AOS SMITH A O CORP COM7.1K shares-6.77%2025-09-302025-11-14 AGG ISHARES CORE U.S. AGGREGATE BOND ETF5.1K shares1603.65%2025-09-302025-11-14 VIG VANGUARD DIVIDEND APPRECIATION ETF2.4K sharesnew addition2025-09-302025-11-14 SYY SYSCO CORP COM6.2K shares-2.14%2025-09-302025-11-14 CAH CARDINAL HEALTH INC COM3.3K shares-7.25%2025-09-302025-11-14 CB CHUBB LIMITED COM1.8K shares-5.21%2025-09-302025-11-14 APD AIR PRODS & CHEMS INC COM1.9K shares-3.93%2025-09-302025-11-14 WPC WP CAREY INC COM7.4K shares149.03%2025-09-302025-11-14 WST WEST PHARMACEUTICAL SVSC INC COM1.9K shares-0.42%2025-09-302025-11-14 EXPD EXPEDITORS INTL WASH INC COM4.1K shares-9.65%2025-09-302025-11-14 GPC GENUINE PARTS CO COM3.6K shares-12.57%2025-09-302025-11-14 CTAS CINTAS CORP COM2.4K shares-6.75%2025-09-302025-11-14 CLX CLOROX CO DEL COM4.0K shares19.24%2025-09-302025-11-14 FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW4.8K shares-6.94%2025-09-302025-11-14 NDSN NORDSON CORP COM2.1K shares-9.87%2025-09-302025-11-14 BRO BROWN & BROWN INC COM5.1K shares7.58%2025-09-302025-11-14 AMCR AMCOR PLC ORD58.0K shares17.24%2025-09-302025-11-14 ESS ESSEX PPTY TR INC COM1.8K shares-4.34%2025-09-302025-11-14 SWK STANLEY BLACK & DECKER INC COM6.3K shares-13.31%2025-09-302025-11-14 BF.B BROWN FORMAN CORP CL B17.4K shares23.88%2025-09-302025-11-14 NUE NUCOR CORP COM3.5K shares-12.49%2025-09-302025-11-14 DOV DOVER CORP COM2.8K shares-5.12%2025-09-302025-11-14 TROW PRICE T ROWE GROUP INC COM4.5K shares-1.22%2025-09-302025-11-14 PPG PPG INDS INC COM4.4K shares2.97%2025-09-302025-11-14 ERIE ERIE INDTY CO CL A1.4K sharesnew addition2025-09-302025-11-14 KMB KIMBERLY-CLARK CORP COM3.7K shares-6.07%2025-09-302025-11-14 TLH ISHARES 10-20 YEAR TREASURY BOND ETF4.3K shares43.94%2025-09-302025-11-14 RTX RTX CORPORATION COM2.7K shares3.94%2025-09-302025-11-14 SPGI S&P GLOBAL INC COM915 shares-7.58%2025-09-302025-11-14 ADBE ADOBE INC COM1.2K shares36.17%2025-09-302025-11-14 SBUX STARBUCKS CORP COM5.1K shares102.77%2025-09-302025-11-14 TSLA TESLA INC COM952 shares1513.56%2025-09-302025-11-14 TGT TARGET CORP COM4.7K shares1.81%2025-09-302025-11-14 URA GLOBAL X URANIUM ETF8.8K shares8663.00%2025-09-302025-11-14 T AT&T INC COM14.8K shares440.38%2025-09-302025-11-14 STIP ISHARES 0-5 YEAR TIPS BOND ETF4.0K shares0.18%2025-09-302025-11-14 HRL HORMEL FOODS CORP COM16.6K shares-4.87%2025-09-302025-11-14 APP APPLOVIN CORP COM CL A556 shares0.00%2025-09-302025-11-14 KVUE KENVUE INC COM24.2K shares10.61%2025-09-302025-11-14 SDY STATE STREET SPDR S&P DIVIDEND ETF2.8K shares0.00%2025-09-302025-11-14 DSI ISHARES ESG MSCI KLD 400 ETF3.0K shares2.23%2025-09-302025-11-14 GOVT ISHARES U.S. TREASURY BOND ETF15.7K shares2.82%2025-09-302025-11-14 QCOM QUALCOMM INC COM2.2K shares47.79%2025-09-302025-11-14 VOO VANGUARD S&P 500 ETF586 shares13.79%2025-09-302025-11-14 SPLV INVESCO S&P 500 LOW VOLATILITY ETF4.9K shares0.00%2025-09-302025-11-14 HDV ISHARES CORE HIGH DIVIDEND ETF2.9K shares0.00%2025-09-302025-11-14 COM DIREXION AUSPICE BROAD COMMODITY STRATEGY ETF12.3K sharesnew addition2025-09-302025-11-14 IWP ISHARES RUSSELL MID-CAP GROWTH ETF2.4K shares0.08%2025-09-302025-11-14 AJG GALLAGHER ARTHUR J & CO COM1.1K shares-4.95%2025-09-302025-11-14 AEM AGNICO EAGLE MINES LTD COM2.0K shares4.18%2025-09-302025-11-14 FIX COMFORT SYS USA INC COM406 shares0.00%2025-09-302025-11-14 NFLX NETFLIX INC COM272 shares121.14%2025-09-302025-11-14 ORLY OREILLY AUTOMOTIVE INC COM3.0K shares-0.96%2025-09-302025-11-14 C CITIGROUP INC COM NEW3.2K shares283.43%2025-09-302025-11-14 SPG SIMON PPTY GROUP INC NEW COM1.7K sharesnew addition2025-09-302025-11-14 PWR QUANTA SVCS INC COM770 shares36.52%2025-09-302025-11-14 DGX QUEST DIAGNOSTICS INC COM1.6K shares-3.88%2025-09-302025-11-14 VUG VANGUARD GROWTH ETF647 shares0.62%2025-09-302025-11-14 IJJ ISHARES S&P MID-CAP 400 VALUE ETF2.4K shares0.00%2025-09-302025-11-14 NTNX NUTANIX INC CL A4.1K shares89.01%2025-09-302025-11-14 EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF3.2K shares3.32%2025-09-302025-11-14 HIMU ISHARES HIGH YIELD MUNI ACTIVE ETF6.2K shares51.29%2025-09-302025-11-14 EME EMCOR GROUP INC COM464 shares0.00%2025-09-302025-11-14 VTV VANGUARD VALUE ETF1.6K shares19.23%2025-09-302025-11-14 RCL ROYAL CARIBBEAN GROUP COM916 shares-32.70%2025-09-302025-11-14 HWM HOWMET AEROSPACE INC COM1.5K shares0.00%2025-09-302025-11-14 IDXX IDEXX LABS INC COM461 shares-17.38%2025-09-302025-11-14 IAU ISHARES GOLD TRUST4.0K shares11.75%2025-09-302025-11-14 ADC AGREE RLTY CORP COM4.0K sharesnew addition2025-09-302025-11-14 RMD RESMED INC COM1.0K shares-3.98%2025-09-302025-11-14 AXON AXON ENTERPRISE INC COM391 shares41.16%2025-09-302025-11-14 MET METLIFE INC COM3.4K shares-4.35%2025-09-302025-11-14 USXF ISHARES ESG ADVANCED MSCI USA ETF4.8K shares-28.93%2025-09-302025-11-14 TJX TJX COS INC NEW COM1.9K shares-4.38%2025-09-302025-11-14 AMT AMERICAN TOWER CORP NEW COM1.4K shares16.92%2025-09-302025-11-14 IJS ISHARES S&P SMALL-CAP 600 VALUE ETF2.4K shares0.00%2025-09-302025-11-14 IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF1.9K shares0.00%2025-09-302025-11-14 DCI DONALDSON INC COM3.1K shares-23.09%2025-09-302025-11-14 ULTA ULTA BEAUTY INC COM466 shares3228.57%2025-09-302025-11-14 WFC WELLS FARGO CO NEW COM3.0K shares100.27%2025-09-302025-11-14 VOE VANGUARD MID-CAP VALUE ETF1.4K shares0.00%2025-09-302025-11-14 VRT VERTIV HOLDINGS CO COM CL A1.6K shares0.00%2025-09-302025-11-14 ATR APTARGROUP INC COM1.8K shares-0.28%2025-09-302025-11-14 HSIC HENRY SCHEIN INC COM3.5K shares-3.89%2025-09-302025-11-14 CHE CHEMED CORP NEW COM523 sharesnew addition2025-09-302025-11-14 VOT VANGUARD MID-CAP GROWTH ETF794 shares-9.15%2025-09-302025-11-14 CMS CMS ENERGY CORP COM3.2K shares-8.68%2025-09-302025-11-14 VONV VANGUARD RUSSELL 1000 VALUE ETF2.6K shares0.00%2025-09-302025-11-14 ICVT ISHARES CONVERTIBLE BOND ETF2.3K shares9.48%2025-09-302025-11-14 FDX FEDEX CORP COM965 sharesnew addition2025-09-302025-11-14 ETN EATON CORP PLC SHS607 shares0.00%2025-09-302025-11-14 WM WASTE MGMT INC DEL COM1.0K shares-12.75%2025-09-302025-11-14 PSA PUBLIC STORAGE OPER CO COM775 shares-7.96%2025-09-302025-11-14 TRGP TARGA RES CORP COM1.3K shares0.00%2025-09-302025-11-14 ARGT GLOBAL X MSCI ARGENTINA ETF3.2K sharesnew addition2025-09-302025-11-14 CRS CARPENTER TECHNOLOGY CORP COM864 shares0.00%2025-09-302025-11-14 DE DEERE & CO COM464 shares66.91%2025-09-302025-11-14 AEP AMERICAN ELEC PWR CO INC COM1.9K shares-3.06%2025-09-302025-11-14 GWRE GUIDEWIRE SOFTWARE INC COM912 shares0.00%2025-09-302025-11-14 EWU ISHARES MSCI UNITED KINGDOM ETF4.9K sharesnew addition2025-09-302025-11-14 NSC NORFOLK SOUTHN CORP COM682 shares-6.96%2025-09-302025-11-14 MA MASTERCARD INCORPORATED CL A356 shares206.90%2025-09-302025-11-14 GIB CGI INC CL A SUB VTG2.2K shares-11.50%2025-09-302025-11-14 WAT WATERS CORP COM654 shares-10.16%2025-09-302025-11-14 IJR ISHARES CORE S&P SMALL CAP ETF1.6K shares0.00%2025-09-302025-11-14 EXEL EXELIXIS INC COM4.7K shares0.00%2025-09-302025-11-14 PFE PFIZER INC COM7.6K shares-2.35%2025-09-302025-11-14 IAT ISHARES U.S. REGIONAL BANKS ETF3.6K sharesnew addition2025-09-302025-11-14 BAC BANK AMERICA CORP COM3.7K shares59.19%2025-09-302025-11-14 EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF2.2K shares0.00%2025-09-302025-11-14 VONG VANGUARD RUSSELL 1000 GROWTH ETF1.6K shares0.00%2025-09-302025-11-14 ALL ALLSTATE CORP COM879 shares0.00%2025-09-302025-11-14 CMI CUMMINS INC COM446 shares-5.91%2025-09-302025-11-14 MP MP MATERIALS CORP COM CL A2.8K shares1327.55%2025-09-302025-11-14 FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND4.0K shares0.00%2025-09-302025-11-14 CPB THE CAMPBELLS COMPANY COM5.8K shares3064.13%2025-09-302025-11-14 IEFA ISHARES CORE MSCI EAFE ETF2.0K shares41.73%2025-09-302025-11-14 ESGE ISHARES ESG AWARE MSCI EM ETF4.0K shares3.15%2025-09-302025-11-14 ATNM ACTINIUM PHARMACEUTICALS INC COM109.4K sharesnew addition2025-09-302025-11-14 BLK BLACKROCK INC COM149 shares-11.83%2025-09-302025-11-14 GE GE AEROSPACE COM NEW570 shares0.00%2025-09-302025-11-14 STZ CONSTELLATION BRANDS INC CL A1.3K sharesnew addition2025-09-302025-11-14 INTC INTEL CORP COM5.0K shares667.89%2025-09-302025-11-14 FSK FS KKR CAP CORP COM11.2K shares-1.93%2025-09-302025-11-14 UL UNILEVER PLC SPON ADR NEW2.8K sharesnew addition2025-09-302025-11-14 XSOE WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND4.3K shares0.00%2025-09-302025-11-14 DOW DOW INC COM7.1K shares765.93%2025-09-302025-11-14 PGR PROGRESSIVE CORP COM658 shares0.00%2025-09-302025-11-14 ARGX ARGENX SE SPONSORED ADR219 shares0.00%2025-09-302025-11-14 DOCS DOXIMITY INC CL A2.1K shares1.21%2025-09-302025-11-14 SO SOUTHERN CO COM1.6K shares-15.09%2025-09-302025-11-14 IBIT ISHARES BITCOIN TRUST ETF2.3K shares1.76%2025-09-302025-11-14 HCA HCA HEALTHCARE INC COM351 shares148.94%2025-09-302025-11-14 CRWD CROWDSTRIKE HLDGS INC CL A302 sharesnew addition2025-09-302025-11-14 SFM SPROUTS FMRS MKT INC COM1.3K shares0.00%2025-09-302025-11-14 OKE ONEOK INC NEW COM2.0K shares0.00%2025-09-302025-11-14 MTN VAIL RESORTS INC COM974 sharesnew addition2025-09-302025-11-14 BTSG BRIGHTSPRING HEALTH SVCS INC COM4.9K shares0.00%2025-09-302025-11-14 TLT ISHARES 20 YEAR TREASURY BOND ETF1.6K shares8.31%2025-09-302025-11-14 UTF COHEN & STEERS INFRASTRUCTURE COM5.8K shares-7.97%2025-09-302025-11-14 UNP UNION PAC CORP COM600 shares0.00%2025-09-302025-11-14 AMD ADVANCED MICRO DEVICES INC COM872 shares279.13%2025-09-302025-11-14 PNC PNC FINL SVCS GROUP INC COM693 shares-6.22%2025-09-302025-11-14 SPOT SPOTIFY TECHNOLOGY S A SHS199 sharesnew addition2025-09-302025-11-14 MPC MARATHON PETE CORP COM717 shares0.00%2025-09-302025-11-14 IJK ISHARES S&P MID-CAP 400 GROWTH ETF1.4K shares0.00%2025-09-302025-11-14 ABNB AIRBNB INC COM CL A1.1K shares10890.00%2025-09-302025-11-14 PLD PROLOGIS INC. COM1.2K shares127.42%2025-09-302025-11-14 FSCO FS CREDIT OPPORTUNITIES CORP COMMON STOCK19.1K shares-17.19%2025-09-302025-11-14 EPD ENTERPRISE PRODS PARTNERS L P COM4.2K shares0.00%2025-09-302025-11-14 CNI CANADIAN NATL RY CO COM1.4K shares0.00%2025-09-302025-11-14 STLD STEEL DYNAMICS INC COM920 sharesnew addition2025-09-302025-11-14 CFO VICTORYSHARES US 500 ENHANCED VOLATILITY WTD ETF1.7K shares0.00%2025-09-302025-11-14 CARR CARRIER GLOBAL CORPORATION COM2.0K shares0.00%2025-09-302025-11-14 ESGD ISHARES ESG AWARE MSCI EAFE ETF1.3K shares52.87%2025-09-302025-11-14 DOCN DIGITALOCEAN HLDGS INC COM3.5K sharesnew addition2025-09-302025-11-14 GEV GE VERNOVA INC COM196 shares51.94%2025-09-302025-11-14 COP CONOCOPHILLIPS COM1.3K shares-11.93%2025-09-302025-11-14 LRCX LAM RESEARCH CORP COM NEW885 shares-19.55%2025-09-302025-11-14 GNTX GENTEX CORP COM4.2K shares-4.78%2025-09-302025-11-14 SE SEA LTD SPONSORD ADS660 sharesnew addition2025-09-302025-11-14 MO ALTRIA GROUP INC COM1.8K shares-8.62%2025-09-302025-11-14 DVY ISHARES SELECT DIVIDEND ETF823 shares0.00%2025-09-302025-11-14 XMLV INVESCO S&P MIDCAP LOW VOLATILITY ETF1.8K shares0.00%2025-09-302025-11-14 REGN REGENERON PHARMACEUTICALS COM204 sharesnew addition2025-09-302025-11-14 SMCI SUPER MICRO COMPUTER INC COM NEW2.4K shares0.29%2025-09-302025-11-14 LMT LOCKHEED MARTIN CORP COM228 shares15.15%2025-09-302025-11-14 PM PHILIP MORRIS INTL INC COM695 shares-10.44%2025-09-302025-11-14 URTH ISHARES MSCI WORLD ETF617 shares0.00%2025-09-302025-11-14 EVUS ISHARES ESG AWARE MSCI USA VALUE ETF3.5K sharesnew addition2025-09-302025-11-14 XYZ BLOCK INC CL A1.5K shares6320.83%2025-09-302025-11-14 EXC EXELON CORP COM2.5K shares450.45%2025-09-302025-11-14 BR BROADRIDGE FINL SOLUTIONS INC COM462 shares269.60%2025-09-302025-11-14 CE CELANESE CORP DEL COM2.6K shares293.48%2025-09-302025-11-14 FITB FIFTH THIRD BANCORP COM2.4K shares-10.33%2025-09-302025-11-14 LRN STRIDE INC COM717 shares0.00%2025-09-302025-11-14 DVA DAVITA INC COM800 sharesnew addition2025-09-302025-11-14 GM GENERAL MTRS CO COM1.7K shares16.32%2025-09-302025-11-14 PH PARKER-HANNIFIN CORP COM139 shares-18.71%2025-09-302025-11-14 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK1.4K shares630.37%2025-09-302025-11-14 TGTX TG THERAPEUTICS INC COM2.9K shares0.00%2025-09-302025-11-14 GNRC GENERAC HLDGS INC COM621 sharesnew addition2025-09-302025-11-14 VTI VANGUARD TOTAL STOCK MARKET ETF309 shares23.60%2025-09-302025-11-14 BMY BRISTOL-MYERS SQUIBB CO COM2.2K shares0.00%2025-09-302025-11-14 LCTD BLACKROCK WORLD EX U.S. CARBON TRANSITION READINESS ETF1.9K shares-2.24%2025-09-302025-11-14 HII HUNTINGTON INGALLS INDS INC COM332 shares773.68%2025-09-302025-11-14 WAY WAYSTAR HLDG CORP COM2.5K shares0.00%2025-09-302025-11-14 OTIS OTIS WORLDWIDE CORP COM1.0K shares0.00%2025-09-302025-11-14 ODFL OLD DOMINION FREIGHT LINE INC COM665 sharesnew addition2025-09-302025-11-14 CSX CSX CORP COM2.6K shares-10.19%2025-09-302025-11-14 HPE HEWLETT PACKARD ENTERPRISE CO COM3.7K shares0.00%2025-09-302025-11-14 NTLA INTELLIA THERAPEUTICS INC COM5.3K shares12834.15%2025-09-302025-11-14 AVGO BROADCOM INC COM277 shares-6.73%2025-09-302025-11-14 VBR VANGUARD SMALL CAP VALUE ETF437 shares0.46%2025-09-302025-11-14 BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT2.8K sharesnew addition2025-09-302025-11-14 MU MICRON TECHNOLOGY INC COM541 sharesnew addition2025-09-302025-11-14 CION CION INVT CORP COM9.5K shares0.00%2025-09-302025-11-14 GNL GLOBAL NET LEASE INC COM NEW11.0K shares-6.12%2025-09-302025-11-14 MPLX MPLX LP COM UNIT REP LTD1.8K shares1250.00%2025-09-302025-11-14 PRU PRUDENTIAL FINL INC COM844 shares-10.31%2025-09-302025-11-14 KGC KINROSS GOLD CORP COM3.5K shares117.94%2025-09-302025-11-14 MRX MAREX GROUP PLC ORD2.6K shares0.00%2025-09-302025-11-14 CACI CACI INTL INC CL A172 sharesnew addition2025-09-302025-11-14 PAYO PAYONEER GLOBAL INC COM14.1K sharesnew addition2025-09-302025-11-14 ACA ARCOSA INC COM895 sharesnew addition2025-09-302025-11-14 KR KROGER CO COM1.2K shares0.00%2025-09-302025-11-14 SHOP SHOPIFY INC CL A SUB VTG SHS560 shares5500.00%2025-09-302025-11-14 DGRO ISHARES CORE DIVIDEND GROWTH ETF1.2K shares0.00%2025-09-302025-11-14 UBER UBER TECHNOLOGIES INC COM844 sharesnew addition2025-09-302025-11-14 CBRE CBRE GROUP INC CL A524 sharesnew addition2025-09-302025-11-14 FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND1.9K shares0.00%2025-09-302025-11-14 LNG CHENIERE ENERGY INC COM NEW349 sharesnew addition2025-09-302025-11-14 VIRT VIRTU FINL INC CL A2.3K sharesnew addition2025-09-302025-11-14 SOLV SOLVENTUM CORP COM SHS1.1K sharesnew addition2025-09-302025-11-14 DTE DTE ENERGY CO COM553 shares0.00%2025-09-302025-11-14 USB US BANCORP DEL COM NEW1.6K shares-11.28%2025-09-302025-11-14 CP CANADIAN PACIFIC KANSAS CITY COM1.0K shares0.00%2025-09-302025-11-14 CFG CITIZENS FINL GROUP INC COM1.4K shares-9.14%2025-09-302025-11-14 F FORD MTR CO COM6.2K shares121.42%2025-09-302025-11-14 SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF700 shares0.00%2025-09-302025-11-14 DUK DUKE ENERGY CORP NEW COM NEW586 shares0.00%2025-09-302025-11-14 TRP TC ENERGY CORP COM1.3K shares-1.87%2025-09-302025-11-14 EXG EATON VANCE TAX-MANAGED GLOBAL COM7.8K shares0.00%2025-09-302025-11-14 IEI ISHARES 3-7 YEAR TREASURY BOND ETF574 shares1.77%2025-09-302025-11-14 TKR TIMKEN CO COM895 shares7.70%2025-09-302025-11-14 PHYL PGIM ACTIVE HIGH YIELD BOND ETF1.9K shares-3.32%2025-09-302025-11-14 TIP ISHARES TIPS BOND ETF556 shares6.92%2025-09-302025-11-14 PEG PUBLIC SVC ENTERPRISE GRP INC COM738 shares-10.55%2025-09-302025-11-14 VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF432 shares0.00%2025-09-302025-11-14 DD DUPONT DE NEMOURS INC COM777 shares-9.12%2025-09-302025-11-14 COMT ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF2.2K shares-34.16%2025-09-302025-11-14 FBRT FRANKLIN BSP RLTY TR INC COMMON STOCK5.4K shares-2.46%2025-09-302025-11-14 GHC GRAHAM HLDGS CO COM CL B50 shares0.00%2025-09-302025-11-14 ETR ENTERGY CORP NEW COM624 shares0.00%2025-09-302025-11-14 DLR DIGITAL RLTY TR INC COM335 shares0.00%2025-09-302025-11-14 WPM WHEATON PRECIOUS METALS CORP COM515 shares14.44%2025-09-302025-11-14 DOC HEALTHPEAK PROPERTIES INC COM3.0K shares-0.99%2025-09-302025-11-14 SCHW SCHWAB CHARLES CORP COM601 shares0.00%2025-09-302025-11-14 AGI ALAMOS GOLD INC NEW COM CL A1.6K shares738.46%2025-09-302025-11-14 KMI KINDER MORGAN INC DEL COM2.0K shares-12.17%2025-09-302025-11-14 SLYG STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF597 shares0.67%2025-09-302025-11-14 TER TERADYNE INC COM400 shares0.00%2025-09-302025-11-14 ITRM ITERUM THERAPEUTICS PLC SHS NEW82.0K sharesnew addition2025-09-302025-11-14 KIM KIMCO RLTY CORP COM2.5K shares9.63%2025-09-302025-11-14 BK BANK NEW YORK MELLON CORP COM486 shares-21.23%2025-09-302025-11-14 HPQ HP INC COM1.9K shares0.00%2025-09-302025-11-14 HL HECLA MNG CO COM4.3K shares22.86%2025-09-302025-11-14 HOOD ROBINHOOD MKTS INC COM CL A350 sharesnew addition2025-09-302025-11-14 HBAN HUNTINGTON BANCSHARES INC COM2.9K shares-40.01%2025-09-302025-11-14 NI NISOURCE INC COM1.1K shares0.00%2025-09-302025-11-14 BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW95 shares82.69%2025-09-302025-11-14 ENB ENBRIDGE INC COM943 shares0.00%2025-09-302025-11-14 ESLT ELBIT SYS LTD ORD93 shares1760.00%2025-09-302025-11-14 DKS DICKS SPORTING GOODS INC COM213 shares0.00%2025-09-302025-11-14 DTM DT MIDSTREAM INC COMMON STOCK417 shares0.00%2025-09-302025-11-14 HAS HASBRO INC COM620 shares0.00%2025-09-302025-11-14 BP BP PLC SPONSORED ADR1.3K shares0.00%2025-09-302025-11-14 SW SMURFIT WESTROCK PLC SHS1.1K shares11.31%2025-09-302025-11-14 RWR STATE STREET SPDR DOW JONES REIT ETF445 shares0.00%2025-09-302025-11-14 ENS ENERSYS COM390 shares0.00%2025-09-302025-11-14 JCI JOHNSON CTLS INTL PLC SHS398 shares-13.48%2025-09-302025-11-14 CI THE CIGNA GROUP COM151 shares0.00%2025-09-302025-11-14 LAMR LAMAR ADVERTISING CO NEW CL A354 shares-14.90%2025-09-302025-11-14 EEM ISHARES MSCI EMERGING MARKETS ETF784 shares0.64%2025-09-302025-11-14 CLS CELESTICA INC COM167 sharesnew addition2025-09-302025-11-14 CMA COMERICA INC COM580 shares0.00%2025-09-302025-11-14 LHX L3HARRIS TECHNOLOGIES INC COM130 shares-23.53%2025-09-302025-11-14 RIO RIO TINTO PLC SPONSORED ADR600 shares0.00%2025-09-302025-11-14 BKH BLACK HILLS CORP COM634 shares0.00%2025-09-302025-11-14 EMBJ EMBRAER S.A. SPONSORED ADS638 sharesnew addition2025-09-302025-11-14 J JACOBS SOLUTIONS INC COM256 shares0.00%2025-09-302025-11-14 BWX SPDR BLOOMBERG INTERNATIONAL TREASURY BOND ETF1.7K shares1.52%2025-09-302025-11-14 AS AMER SPORTS INC COM SHS1.1K sharesnew addition2025-09-302025-11-14 LYFT LYFT INC CL A COM1.7K sharesnew addition2025-09-302025-11-14 TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS134 shares415.38%2025-09-302025-11-14 SUSC ISHARES ESG AWARE USD CORPORATE BOND ETF1.6K shares0.00%2025-09-302025-11-14 OVV OVINTIV INC COM921 shares-6.69%2025-09-302025-11-14 VST VISTRA CORP COM186 shares0.00%2025-09-302025-11-14 MTH MERITAGE HOMES CORP COM500 shares0.00%2025-09-302025-11-14 EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF747 shares0.00%2025-09-302025-11-14 ARTY ISHARES FUTURE AI & TECH ETF779 shares51.56%2025-09-302025-11-14 WHR WHIRLPOOL CORP COM436 shares0.00%2025-09-302025-11-14 NEM NEWMONT CORP COM400 shares0.00%2025-09-302025-11-14 IWS ISHARES RUSSELL MID-CAP VALUE ETF241 shares0.84%2025-09-302025-11-14 PSX PHILLIPS 66 COM247 shares0.00%2025-09-302025-11-14 GFI GOLD FIELDS LTD SPONSORED ADR800 shares60.00%2025-09-302025-11-14 KLIC KULICKE & SOFFA INDS INC COM820 shares0.00%2025-09-302025-11-14 DHR DANAHER CORPORATION COM168 shares-16.00%2025-09-302025-11-14 CNQ CANADIAN NAT RES LTD COM1.0K shares0.00%2025-09-302025-11-14 D DOMINION ENERGY INC COM541 shares0.00%2025-09-302025-11-14 FBIN FORTUNE BRANDS INNOVATIONS INC COM588 shares0.00%2025-09-302025-11-14 CWEN CLEARWAY ENERGY INC CL C1.1K shares0.00%2025-09-302025-11-14 SCZ ISHARES MSCI EAFE SMALL-CAP ETF395 shares0.00%2025-09-302025-11-14 DECK DECKERS OUTDOOR CORP COM295 sharesnew addition2025-09-302025-11-14 OMC OMNICOM GROUP INC COM360 shares0.00%2025-09-302025-11-14 PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN1.6K shares0.00%2025-09-302025-11-14 CHI CALAMOS CONV OPPORTUNITIES & I SH BEN INT2.6K shares0.00%2025-09-302025-11-14 CEG CONSTELLATION ENERGY CORP COM84 shares0.00%2025-09-302025-11-14 IWF ISHARES RUSSELL 1000 GROWTH ETF59 shares0.00%2025-09-302025-11-14 VNQ VANGUARD REAL ESTATE ETF295 shares2.08%2025-09-302025-11-14 PNW PINNACLE WEST CAP CORP COM300 shares0.00%2025-09-302025-11-14 IYZ ISHARES U.S. TELECOMMUNICATIONS ETF832 sharesnew addition2025-09-302025-11-14 CALM CAL MAINE FOODS INC COM NEW284 shares0.00%2025-09-302025-11-14 NLY ANNALY CAPITAL MANAGEMENT INC COM NEW1.3K shares0.00%2025-09-302025-11-14 WTFC WINTRUST FINL CORP COM196 shares0.00%2025-09-302025-11-14 WEC WEC ENERGY GROUP INC COM225 shares0.00%2025-09-302025-11-14 SRE SEMPRA COM276 shares0.00%2025-09-302025-11-14 GLW CORNING INC COM300 shares-60.26%2025-09-302025-11-14 AHR AMERICAN HEALTHCARE REIT INC COM SHS585 shares0.00%2025-09-302025-11-14 ADI ANALOG DEVICES INC COM100 shares0.00%2025-09-302025-11-14 FNF FIDELITY NATIONAL FINANCIAL IN COM SHS398 shares-15.14%2025-09-302025-11-14 USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF453 shares0.00%2025-09-302025-11-14 STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS100 shares-92.67%2025-09-302025-11-14 EUSB ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF535 shares0.00%2025-09-302025-11-14 AGNC AGNC INVT CORP COM2.4K shares0.00%2025-09-302025-11-14 GOOG ALPHABET INC CAP STK CL C95 shares850.00%2025-09-302025-11-14 VNT VONTIER CORPORATION COM547 shares0.00%2025-09-302025-11-14 B BARRICK MNG CORP COM SHS700 shares-58.82%2025-09-302025-11-14 VEA VANGUARD FTSE DEVELOPED MARKETS ETF381 shares0.00%2025-09-302025-11-14 CNP CENTERPOINT ENERGY INC COM576 shares0.00%2025-09-302025-11-14 QTUM DEFIANCE QUANTUM ETF211 shares181.33%2025-09-302025-11-14 CCI CROWN CASTLE INC COM229 shares-14.55%2025-09-302025-11-14 GAB GABELLI EQUITY TR INC COM3.6K shares-31.23%2025-09-302025-11-14 GILD GILEAD SCIENCES INC COM192 shares-16.16%2025-09-302025-11-14 OHI OMEGA HEALTHCARE INVS INC COM500 shares0.00%2025-09-302025-11-14 JNK STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF209 shares1.95%2025-09-302025-11-14 COF CAPITAL ONE FINL CORP COM96 shares0.00%2025-09-302025-11-14 GLPI GAMING & LEISURE PPTYS INC COM431 shares-8.49%2025-09-302025-11-14 COWZ PACER US CASH COWS 100 ETF347 shares0.00%2025-09-302025-11-14 SNPS SYNOPSYS INC COM40 sharesnew addition2025-09-302025-11-14 UPS UNITED PARCEL SERVICE INC CL B236 shares8.76%2025-09-302025-11-14 CTVA CORTEVA INC COM280 shares0.00%2025-09-302025-11-14 ATEN A10 NETWORKS INC COM1.0K sharesnew addition2025-09-302025-11-14 BWXT BWX TECHNOLOGIES INC COM100 shares0.00%2025-09-302025-11-14 SIL GLOBAL X SILVER MINERS ETF253 sharesnew addition2025-09-302025-11-14 IWD ISHARES RUSSELL 1000 VALUE ETF87 shares0.00%2025-09-302025-11-14 MDLZ MONDELEZ INTL INC CL A282 shares200.00%2025-09-302025-11-14 PAAS PAN AMERN SILVER CORP COM455 shares0.00%2025-09-302025-11-14 TECK TECK RESOURCES LTD CL B400 shares0.00%2025-09-302025-11-14 SU SUNCOR ENERGY INC NEW COM400 shares0.00%2025-09-302025-11-14 OKTA OKTA INC CL A182 sharesnew addition2025-09-302025-11-14 IHI ISHARES U.S. MEDICAL DEVICES ETF277 shares0.00%2025-09-302025-11-14 IR INGERSOLL RAND INC COM200 shares0.00%2025-09-302025-11-14 BRSP BRIGHTSPIRE CAPITAL INC COM CL A3.0K shares0.00%2025-09-302025-11-14 IWO ISHARES RUSSELL 2000 GROWTH ETF51 shares0.00%2025-09-302025-11-14 VALE VALE S A SPONSORED ADS1.5K shares0.00%2025-09-302025-11-14 IWN ISHARES RUSSELL 2000 VALUE ETF91 shares0.00%2025-09-302025-11-14 SOFI SOFI TECHNOLOGIES INC COM600 shares-11.89%2025-09-302025-11-14 UAL UNITED AIRLS HLDGS INC COM160 shares-91.14%2025-09-302025-11-14 FLRN STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF492 sharesnew addition2025-09-302025-11-14 USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF400 shares4.17%2025-09-302025-11-14 BN BROOKFIELD CORP CL A LTD VT SH217 shares0.00%2025-09-302025-11-14 AES AES CORP COM1.1K shares-5.38%2025-09-302025-11-14 MGA MAGNA INTL INC COM301 shares0.00%2025-09-302025-11-14 EIX EDISON INTL COM254 shares0.00%2025-09-302025-11-14 AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF280 shares1020.00%2025-09-302025-11-14 ETY EATON VANCE TAX-MANAGED DIVERS COM850 shares0.00%2025-09-302025-11-14 IHAK ISHARES CYBERSECURITY & TECH ETF251 sharesnew addition2025-09-302025-11-14 PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF275 shares0.00%2025-09-302025-11-14 IGD VOYA GLBL EQTY DIV & PREM OPP COM2.2K shares0.00%2025-09-302025-11-14 TNXP TONIX PHARMACEUTICALS HLDG CO COM NEW533 sharesnew addition2025-09-302025-11-14 WMB WILLIAMS COS INC COM201 shares0.00%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available