The Analysis of Geneos Wealth Management Inc.'s Holdings

Currently, Geneos Wealth Management Inc. holds 2462 types of securities in its portfolio with a total value $3.9B. In the most recent quarter, they have increased their positions in CGGR (+417.1K shares, valued at $18.3M), HISF (+279.9K shares, valued at $12.6M), SMLF (+154.4K shares, valued at $11.5M); decreased their positions in SCHG (-679.2K shares, valued at $21.7M), BND (-218.2K shares, valued at $16.2M), SCHV (-533.2K shares, valued at $15.5M); initiated new positions in HISF (+279.9K shares, valued at $12.6M), RMOP (+113.6K shares, valued at $2.8M), IPO (+37.5K shares, valued at $1.9M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR197.7K shares0.13%2025-09-302025-10-22

SPY SPDR S P 500 ETF TR133.1K shares-1.59%2025-09-302025-10-22

VOO VANGUARD INDEX FDS86.2K shares6.98%2025-09-302025-10-22

USMV ISHARES TR549.6K shares-1.96%2025-09-302025-10-22

CGGR CAPITAL GROUP GROWTH ETF1.2M shares54.04%2025-09-302025-10-22

ITOT ISHARES TR357.1K shares-1.90%2025-09-302025-10-22

MSFT MICROSOFT CORP100.4K shares-17.51%2025-09-302025-10-22

AAPL APPLE INC202.2K shares-14.59%2025-09-302025-10-22

Sponsored

IWV ISHARES TR134.4K shares2.91%2025-09-302025-10-22

NSC NORFOLK SOUTHN CORP149.2K shares0.19%2025-09-302025-10-22

SPYM SPDR SER TR543.0K shares1.35%2025-09-302025-10-22

IXUS ISHARES TR483.5K shares2.66%2025-09-302025-10-22

QQQ INVESCO QQQ TR65.7K shares-16.66%2025-09-302025-10-22

BRK.B BERKSHIRE HATHAWAY INC DEL73.3K shares-2.10%2025-09-302025-10-22

NVDA NVIDIA CORPORATION189.7K shares-27.01%2025-09-302025-10-22

CGDV CAPITAL GROUP DIVIDEND VALUE814.6K shares44.07%2025-09-302025-10-22

Sponsored

SPTM SPDR SER TR417.0K shares3.37%2025-09-302025-10-22

VNLA JANUS DETROIT STR TR681.1K shares20.86%2025-09-302025-10-22

SPYG SPDR SER TR319.4K shares-0.11%2025-09-302025-10-22

PVAL PUTNAM ETF TRUST746.3K shares4.18%2025-09-302025-10-22

SPYV SPDR SER TR567.7K shares0.94%2025-09-302025-10-22

SPDW SPDR INDEX SHS FDS723.4K shares-0.03%2025-09-302025-10-22

MOAT VANECK ETF TRUST295.2K shares-6.75%2025-09-302025-10-22

BIV VANGUARD BD INDEX FDS369.8K shares2.67%2025-09-302025-10-22

Sponsored

SPBO SPDR SER TR964.2K shares6.64%2025-09-302025-10-22

HDEF DBX ETF TR968.9K shares2.32%2025-09-302025-10-22

FNDF SCHWAB STRATEGIC TR634.8K shares-0.02%2025-09-302025-10-22

ISTB ISHARES TR513.0K shares2.04%2025-09-302025-10-22

FIXD FIRST TR EXCHNG TRADED FD VI559.7K shares3.53%2025-09-302025-10-22

AMZN AMAZON COM INC107.0K shares-19.36%2025-09-302025-10-22

DFAC DIMENSIONAL ETF TRUST594.4K shares0.76%2025-09-302025-10-22

JPM JPMORGAN CHASE CO71.6K shares-13.96%2025-09-302025-10-22

Sponsored

VTI VANGUARD INDEX FDS68.7K shares-1.78%2025-09-302025-10-22

AVGO BROADCOM INC67.3K shares-16.70%2025-09-302025-10-22

DCOR DIMENSIONAL ETF TRUST308.3K shares3.29%2025-09-302025-10-22

XOM EXXON MOBIL CORP195.8K shares-7.94%2025-09-302025-10-22

GOOGL ALPHABET INC87.2K shares-19.49%2025-09-302025-10-22

IEFA ISHARES TR234.0K shares-7.68%2025-09-302025-10-22

RSP INVESCO EXCHANGE TRADED FD T106.8K shares-8.68%2025-09-302025-10-22

TSPA T ROWE PRICE ETF INC478.9K shares2.13%2025-09-302025-10-22

Sponsored

SPSB SPDR SER TR661.8K shares3.83%2025-09-302025-10-22

GOVT ISHARES TR865.3K shares8.96%2025-09-302025-10-22

GOOG ALPHABET INC81.9K shares-6.80%2025-09-302025-10-22

WPC WP CAREY INC283.1K shares-3.00%2025-09-302025-10-22

PULS PGIM ETF TR375.7K shares14.32%2025-09-302025-10-22

VEA VANGUARD TAX MANAGED FDS311.6K shares-43.59%2025-09-302025-10-22

COWZ PACER FDS TR320.3K shares-9.65%2025-09-302025-10-22

RDVY FIRST TR EXCHANGE TRADED FD271.9K shares2.14%2025-09-302025-10-22

Sponsored

EFA ISHARES TR184.8K shares3.70%2025-09-302025-10-22

SPSM SPDR SER TR368.8K shares3.02%2025-09-302025-10-22

JAAA JANUS DETROIT STR TR335.3K shares-14.79%2025-09-302025-10-22

JQUA J P MORGAN EXCHANGE TRADED F269.7K shares7.58%2025-09-302025-10-22

PANW PALO ALTO NETWORKS INC81.5K shares10.69%2025-09-302025-10-22

SPMD SPDR SER TR288.0K shares2.69%2025-09-302025-10-22

VUG VANGUARD INDEX FDS33.6K shares-33.89%2025-09-302025-10-22

HD HOME DEPOT INC38.5K shares-9.87%2025-09-302025-10-22

Sponsored

FV FIRST TR EXCHANGE TRADED FD249.5K shares0.99%2025-09-302025-10-22

DFSV DIMENSIONAL ETF TRUST483.8K shares-0.12%2025-09-302025-10-22

LMBS FIRST TR EXCHANGE TRADED FD307.8K shares0.71%2025-09-302025-10-22

ALTL PACER FDS TR345.7K shares-17.64%2025-09-302025-10-22

PTLC PACER FDS TR267.6K shares-3.34%2025-09-302025-10-22

CVX CHEVRON CORP NEW92.2K shares50.56%2025-09-302025-10-22

JPIE J P MORGAN EXCHANGE TRADED F304.1K shares24.70%2025-09-302025-10-22

BUFZ FIRST TR EXCHNG TRADED FD VI538.0K shares1.38%2025-09-302025-10-22

Sponsored

PSLV SPROTT PHYSICAL SILVER TR869.9K shares-2.04%2025-09-302025-10-22

PTNQ PACER FDS TR169.6K shares-7.57%2025-09-302025-10-22

CRWD CROWDSTRIKE HLDGS INC26.7K shares3.58%2025-09-302025-10-22

META META PLATFORMS INC17.8K shares-23.59%2025-09-302025-10-22

PALC PACER FDS TR247.4K shares-17.18%2025-09-302025-10-22

HISF FIRST TR EXCHANGE TRADED FD279.9K sharesnew addition2025-09-302025-10-22

TSLA TESLA INC28.1K shares-21.05%2025-09-302025-10-22

BUFR FIRST TR EXCHNG TRADED FD VI373.3K shares6.70%2025-09-302025-10-22

Sponsored

JGRO J P MORGAN EXCHANGE TRADED F131.5K shares1.33%2025-09-302025-10-22

DFIC DIMENSIONAL ETF TRUST375.7K shares2.75%2025-09-302025-10-22

FCTR FIRST TR EXCHANGE TRADED FD346.4K shares-16.82%2025-09-302025-10-22

SPEM SPDR INDEX SHS FDS256.4K shares-14.10%2025-09-302025-10-22

MS MORGAN STANLEY74.6K shares-2.83%2025-09-302025-10-22

IGEB ISHARES TR257.2K shares1.57%2025-09-302025-10-22

IVW ISHARES TR96.0K shares-1.56%2025-09-302025-10-22

SMLF ISHARES TR154.5K shares308826.00%2025-09-302025-10-22

Sponsored

MBB ISHARES TR118.4K shares-9.24%2025-09-302025-10-22

UCON FIRST TR EXCHNG TRADED FD VI446.5K shares-32.69%2025-09-302025-10-22

AGG ISHARES TR110.2K shares2.23%2025-09-302025-10-22

ABT ABBOTT LABS81.4K shares318.93%2025-09-302025-10-22

VOE VANGUARD INDEX FDS61.9K shares-4.71%2025-09-302025-10-22

JEPI J P MORGAN EXCHANGE TRADED F187.7K shares-34.32%2025-09-302025-10-22

PGR PROGRESSIVE CORP43.3K shares-1.05%2025-09-302025-10-22

PODD INSULET CORP34.3K shares6.18%2025-09-302025-10-22

Sponsored

DIS DISNEY WALT CO90.6K shares-1.87%2025-09-302025-10-22

SGOV ISHARES TR102.3K shares5.68%2025-09-302025-10-22

BUFQ FIRST TR EXCHNG TRADED FD VI290.1K shares4.52%2025-09-302025-10-22

JNJ JOHNSON JOHNSON54.4K shares-4.63%2025-09-302025-10-22

CYBR CYBERARK SOFTWARE LTD20.9K shares5.80%2025-09-302025-10-22

NEE NEXTERA ENERGY INC132.4K shares-7.90%2025-09-302025-10-22

GLD SPDR GOLD TR27.5K shares-9.95%2025-09-302025-10-22

SLYV SPDR SER TR109.4K shares-0.56%2025-09-302025-10-22

Sponsored

BND VANGUARD BD INDEX FDS130.0K shares-62.66%2025-09-302025-10-22

KMI KINDER MORGAN INC DEL340.6K shares1.60%2025-09-302025-10-22

FVD FIRST TR VALUE LINE DIVID IN206.8K shares1.80%2025-09-302025-10-22

BUFS FIRST TR EXCHNG TRADED FD VI424.0K shares4.17%2025-09-302025-10-22

IWM ISHARES TR39.3K shares12.33%2025-09-302025-10-22

UBER UBER TECHNOLOGIES INC96.5K shares-2.30%2025-09-302025-10-22

IMFL INVESCO EXCH TRD SLF IDX FD339.0K shares5.23%2025-09-302025-10-22

SCHW SCHWAB CHARLES CORP97.6K shares-1.03%2025-09-302025-10-22

Sponsored

O REALTY INCOME CORP152.8K shares-2.26%2025-09-302025-10-22

XLK SELECT SECTOR SPDR TR32.7K shares-7.40%2025-09-302025-10-22

FNDC SCHWAB STRATEGIC TR205.6K shares-2.58%2025-09-302025-10-22

VYM VANGUARD WHITEHALL FDS64.6K shares5.49%2025-09-302025-10-22

COST COSTCO WHSL CORP NEW9.8K shares-19.55%2025-09-302025-10-22

HON HONEYWELL INTL INC42.9K shares1.52%2025-09-302025-10-22

IVE ISHARES TR43.7K shares0.52%2025-09-302025-10-22

VONV VANGUARD SCOTTSDALE FDS100.5K shares1.39%2025-09-302025-10-22

Sponsored

EFAV ISHARES TR104.8K shares-4.71%2025-09-302025-10-22

AESR TWO RDS SHARED TR430.4K shares12.78%2025-09-302025-10-22

DRI DARDEN RESTAURANTS INC45.8K shares2.12%2025-09-302025-10-22

ICE INTERCONTINENTAL EXCHANGE IN51.6K shares2.84%2025-09-302025-10-22

CLOI VANECK ETF TRUST161.9K shares5.49%2025-09-302025-10-22

AJG GALLAGHER ARTHUR J CO27.7K shares-49.24%2025-09-302025-10-22

BIL SPDR SER TR93.2K shares-13.08%2025-09-302025-10-22

URI UNITED RENTALS INC8.9K shares4.47%2025-09-302025-10-22

Sponsored

ABBV ABBVIE INC36.6K shares-6.74%2025-09-302025-10-22

IJR ISHARES TR71.2K shares-2.07%2025-09-302025-10-22

TPLC TIMOTHY PLAN182.4K shares-0.28%2025-09-302025-10-22

SYK STRYKER CORPORATION22.7K shares-1.87%2025-09-302025-10-22

VWO VANGUARD INTL EQUITY INDEX F154.5K shares-43.03%2025-09-302025-10-22

NVS NOVARTIS AG64.8K shares27.66%2025-09-302025-10-22

DINT DAVIS FUNDAMENTAL ETF TR292.1K shares3.45%2025-09-302025-10-22

JPSV J P MORGAN EXCHANGE TRADED F139.2K shares10.65%2025-09-302025-10-22

Sponsored

SCHE SCHWAB STRATEGIC TR244.2K shares-0.56%2025-09-302025-10-22

FI FISERV INC61.9K shares2.43%2025-09-302025-10-22

ASML ASML HOLDING N V8.2K shares20.88%2025-09-302025-10-22

EEM ISHARES TR144.9K shares2.79%2025-09-302025-10-22

NFTY FIRST TR EXCH TRD ALPHDX FD133.9K shares8.21%2025-09-302025-10-22

SPLV INVESCO EXCH TRADED FD TR II102.5K shares-3.13%2025-09-302025-10-22

RWL INVESCO EXCH TRADED FD TR II67.6K shares1.54%2025-09-302025-10-22

FTNT FORTINET INC88.9K shares8.45%2025-09-302025-10-22

Sponsored

GS GOLDMAN SACHS GROUP INC9.3K shares-8.85%2025-09-302025-10-22

XLE SELECT SECTOR SPDR TR82.8K shares-10.09%2025-09-302025-10-22

V VISA INC21.5K shares-29.91%2025-09-302025-10-22

WMT WALMART INC70.4K shares-18.16%2025-09-302025-10-22

SCHF SCHWAB STRATEGIC TR310.4K shares-3.34%2025-09-302025-10-22

BKMC BNY MELLON ETF TRUST66.1K shares3.39%2025-09-302025-10-22

IWY ISHARES TR25.9K shares18.57%2025-09-302025-10-22

FSK FS KKR CAP CORP469.2K shares-16.11%2025-09-302025-10-22

Sponsored

HLI HOULIHAN LOKEY INC33.9K shares1.49%2025-09-302025-10-22

DOV DOVER CORP40.9K shares2.45%2025-09-302025-10-22

JCI JOHNSON CTLS INTL PLC61.0K shares-7.67%2025-09-302025-10-22

JPST J P MORGAN EXCHANGE TRADED F131.8K shares5.32%2025-09-302025-10-22

USFR WISDOMTREE TR132.8K shares-3.18%2025-09-302025-10-22

CGBL CAPITAL GROUP CORE BALANCED191.1K shares73.03%2025-09-302025-10-22

VZ VERIZON COMMUNICATIONS INC150.6K shares-7.74%2025-09-302025-10-22

FPEI FIRST TR EXCH TRADED FD III340.1K shares4.85%2025-09-302025-10-22

Sponsored

CAT CATERPILLAR INC13.7K shares-9.32%2025-09-302025-10-22

ELV ELEVANCE HEALTH INC20.2K shares-35.66%2025-09-302025-10-22

ACN ACCENTURE PLC IRELAND26.4K shares0.44%2025-09-302025-10-22

MDT MEDTRONIC PLC67.5K shares-0.38%2025-09-302025-10-22

SPMO INVESCO EXCH TRADED FD TR II53.1K shares6.38%2025-09-302025-10-22

FLTR VANECK ETF TRUST249.4K shares15.72%2025-09-302025-10-22

DUK DUKE ENERGY CORP NEW51.4K shares-4.39%2025-09-302025-10-22

AZN ASTRAZENECA PLC82.6K shares6.99%2025-09-302025-10-22

Sponsored

IBM INTERNATIONAL BUSINESS MACHS22.5K shares-12.97%2025-09-302025-10-22

FYX FIRST TR SML CP CORE ALPHA F57.3K shares-14.01%2025-09-302025-10-22

DGRO ISHARES TR91.6K shares0.90%2025-09-302025-10-22

HFRO HIGHLAND OPPORTUNITIES981.7K shares-2.61%2025-09-302025-10-22

PHYS SPROTT PHYSICAL GOLD TR209.1K shares-5.46%2025-09-302025-10-22

JBBB JANUS DETROIT STR TR127.2K shares21.10%2025-09-302025-10-22

VFMF VANGUARD WELLINGTON FD41.8K shares2.35%2025-09-302025-10-22

EOG EOG RES INC53.5K shares-8.85%2025-09-302025-10-22

Sponsored

ORCL ORACLE CORP21.3K shares-26.62%2025-09-302025-10-22

BJ BJS WHSL CLUB HLDGS INC64.2K shares8.14%2025-09-302025-10-22

XLF SELECT SECTOR SPDR TR111.0K shares7.68%2025-09-302025-10-22

QCOM QUALCOMM INC35.8K shares-2.35%2025-09-302025-10-22

DXJ WISDOMTREE TR46.1K shares-0.91%2025-09-302025-10-22

EMR EMERSON ELEC CO44.9K shares-0.19%2025-09-302025-10-22

RWR SPDR SER TR58.4K shares7.11%2025-09-302025-10-22

IUS INVESCO EXCH TRD SLF IDX FD105.5K shares13.81%2025-09-302025-10-22

Sponsored

DUSA DAVIS FUNDAMENTAL ETF TR121.5K shares-2.41%2025-09-302025-10-22

LLY ELI LILLY CO7.5K shares-16.81%2025-09-302025-10-22

BUFG FIRST TR EXCHNG TRADED FD VI212.0K shares-0.35%2025-09-302025-10-22

CSX CSX CORP159.8K shares-4.89%2025-09-302025-10-22

DHR DANAHER CORPORATION28.5K shares-0.13%2025-09-302025-10-22

CGCP CAPITAL GRP FIXED INCM ETF T248.5K shares-3.19%2025-09-302025-10-22

GDX VANECK ETF TRUST73.2K shares-7.84%2025-09-302025-10-22

AAAU GOLDMAN SACHS PHYSICAL GOLD146.3K shares-5.90%2025-09-302025-10-22

Sponsored

SECT NORTHERN LTS FD TR IV87.9K shares-1.00%2025-09-302025-10-22

SPAB SPDR SER TR212.7K shares2.38%2025-09-302025-10-22

QQQM INVESCO EXCH TRADED FD TR II22.0K shares31.38%2025-09-302025-10-22

BUFT FIRST TR EXCHNG TRADED FD VI224.7K shares0.55%2025-09-302025-10-22

ITA ISHARES TR25.9K shares-1.64%2025-09-302025-10-22

ADP AUTOMATIC DATA PROCESSING IN18.4K shares-1.84%2025-09-302025-10-22

JMST J P MORGAN EXCHANGE TRADED F104.9K shares156.31%2025-09-302025-10-22

BKR BAKER HUGHES COMPANY109.7K shares3.00%2025-09-302025-10-22

Sponsored

GILD GILEAD SCIENCES INC48.1K shares-4.94%2025-09-302025-10-22

CGUS CAPITAL GROUP CORE EQUITY ET134.8K shares-4.09%2025-09-302025-10-22

CB CHUBB LIMITED18.8K shares-7.81%2025-09-302025-10-22

DFEM DIMENSIONAL ETF TRUST164.7K shares3.73%2025-09-302025-10-22

FLQM FRANKLIN TEMPLETON ETF TR92.5K shares4.54%2025-09-302025-10-22

APD AIR PRODS CHEMS INC18.6K shares0.70%2025-09-302025-10-22

BTU PEABODY ENERGY CORP190.3K shares20357.96%2025-09-302025-10-22

TSM TAIWAN SEMICONDUCTOR MFG LTD17.8K shares-19.13%2025-09-302025-10-22

Sponsored

DLN WISDOMTREE TR57.2K shares0.42%2025-09-302025-10-22

MINT PIMCO ETF TR49.4K shares10.37%2025-09-302025-10-22

IEMG ISHARES INC75.4K shares-47.68%2025-09-302025-10-22

JEPQ J P MORGAN EXCHANGE TRADED F86.1K shares18.35%2025-09-302025-10-22

FTCS FIRST TR EXCHANGE TRADED FD52.7K shares-0.61%2025-09-302025-10-22

ADBE ADOBE INC13.7K shares-11.16%2025-09-302025-10-22

SRE SEMPRA53.5K shares-0.95%2025-09-302025-10-22

DG DOLLAR GEN CORP NEW46.5K shares0.61%2025-09-302025-10-22

Sponsored

BSCQ INVESCO EXCH TRD SLF IDX FD243.4K shares-11.20%2025-09-302025-10-22

EFV ISHARES TR69.7K shares1.61%2025-09-302025-10-22

HBAN HUNTINGTON BANCSHARES INC267.5K shares2.60%2025-09-302025-10-22

SPHD INVESCO EXCH TRADED FD TR II92.6K shares-1.25%2025-09-302025-10-22

XSMO INVESCO EXCHANGE TRADED FD T62.2K shares-10.41%2025-09-302025-10-22

PM PHILIP MORRIS INTL INC27.9K shares-14.00%2025-09-302025-10-22

HEFA ISHARES TR113.3K shares4.61%2025-09-302025-10-22

NFLX NETFLIX INC3.7K shares-28.00%2025-09-302025-10-22

Sponsored

BNDX VANGUARD CHARLOTTE FDS90.2K shares-50.51%2025-09-302025-10-22

WTV WISDOMTREE TR49.0K shares3.46%2025-09-302025-10-22

QQEW FIRST TR NAS100 EQ WEIGHTED31.5K shares-6.93%2025-09-302025-10-22

IYW ISHARES TR22.6K shares0.38%2025-09-302025-10-22

WFC WELLS FARGO CO NEW52.7K shares-3.96%2025-09-302025-10-22

SLYG SPDR SER TR46.6K shares-1.31%2025-09-302025-10-22

IAU ISHARES GOLD TR59.9K shares0.45%2025-09-302025-10-22

IHI ISHARES TR72.3K shares0.00%2025-09-302025-10-22

Sponsored

PGX INVESCO EXCH TRADED FD TR II369.3K shares-1.20%2025-09-302025-10-22

IEF ISHARES TR44.3K shares-6.66%2025-09-302025-10-22

OKLO OKLO INC38.0K shares-0.01%2025-09-302025-10-22

BMY BRISTOL MYERS SQUIBB CO93.3K shares1.20%2025-09-302025-10-22

PLD PROLOGIS INC36.3K shares1.18%2025-09-302025-10-22

EQAL INVESCO EXCH TRADED FD TR II79.5K shares11.38%2025-09-302025-10-22

VIG VANGUARD SPECIALIZED FUNDS19.1K shares0.91%2025-09-302025-10-22

CRM SALESFORCE INC17.3K shares-15.32%2025-09-302025-10-22

Sponsored

QUAL ISHARES TR21.0K shares-2.21%2025-09-302025-10-22

SLB SCHLUMBERGER LTD119.0K shares-2.62%2025-09-302025-10-22

FRDM EA SERIES TRUST92.2K shares2.47%2025-09-302025-10-22

BSCR INVESCO EXCH TRD SLF IDX FD205.4K shares-15.52%2025-09-302025-10-22

VXF VANGUARD INDEX FDS19.2K shares7.43%2025-09-302025-10-22

CWB SPDR SER TR44.4K shares-8.36%2025-09-302025-10-22

MCD MCDONALDS CORP13.1K shares-22.65%2025-09-302025-10-22

MA MASTERCARD INCORPORATED7.0K shares-38.17%2025-09-302025-10-22

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BKNG BOOKING HOLDINGS INC726 shares-9.02%2025-09-302025-10-22

VNQ VANGUARD INDEX FDS42.8K shares-3.92%2025-09-302025-10-22

FSCO FS CREDIT OPPORTUNITIES CORP564.9K shares-4.28%2025-09-302025-10-22

MTUM ISHARES TR15.1K shares-17.43%2025-09-302025-10-22

NKE NIKE INC55.6K shares-5.14%2025-09-302025-10-22

EQIX EQUINIX INC4.9K shares4.16%2025-09-302025-10-22

PG PROCTER AND GAMBLE CO25.0K shares-12.80%2025-09-302025-10-22

XLY SELECT SECTOR SPDR TR16.0K shares-3.23%2025-09-302025-10-22

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EFG ISHARES TR33.4K shares2.24%2025-09-302025-10-22

KDP KEURIG DR PEPPER INC147.1K shares3.18%2025-09-302025-10-22

XLC SELECT SECTOR SPDR TR31.4K shares-2.65%2025-09-302025-10-22

VLO VALERO ENERGY CORP21.8K shares-4.30%2025-09-302025-10-22

KRE SPDR SER TR58.6K shares96.58%2025-09-302025-10-22

SCHG SCHWAB STRATEGIC TR116.0K shares-85.42%2025-09-302025-10-22

BSCS INVESCO EXCH TRD SLF IDX FD179.2K shares-17.17%2025-09-302025-10-22

OKE ONEOK INC NEW50.2K shares1.41%2025-09-302025-10-22

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BOND PIMCO ETF TR38.1K shares-5.05%2025-09-302025-10-22

BSCU INVESCO EXCH TRD SLF IDX FD209.6K shares-22.65%2025-09-302025-10-22

BSCT INVESCO EXCH TRD SLF IDX FD187.1K shares-17.81%2025-09-302025-10-22

RTX RTX CORPORATION21.0K shares-8.84%2025-09-302025-10-22

FAD FIRST TR MULTI CAP GROWTH AL21.6K shares4.96%2025-09-302025-10-22

MDYV SPDR SER TR41.1K shares-0.93%2025-09-302025-10-22

PHDG INVESCO ACTIVELY MANAGED EXC91.5K shares-0.25%2025-09-302025-10-22

DVY ISHARES TR23.6K shares-11.28%2025-09-302025-10-22

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CMI CUMMINS INC7.9K shares-2.24%2025-09-302025-10-22

IEI ISHARES TR27.7K shares9.30%2025-09-302025-10-22

SPYD SPDR SER TR74.5K shares0.05%2025-09-302025-10-22

XEL XCEL ENERGY INC40.4K shares-4.90%2025-09-302025-10-22

TLH ISHARES TR31.5K shares3.04%2025-09-302025-10-22

VTV VANGUARD INDEX FDS17.4K shares-78.34%2025-09-302025-10-22

VBR VANGUARD INDEX FDS15.4K shares-40.30%2025-09-302025-10-22

RLY SSGA ACTIVE ETF TR102.4K shares0.27%2025-09-302025-10-22

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ZTS ZOETIS INC21.6K shares-13.53%2025-09-302025-10-22

TLT ISHARES TR35.2K shares1.04%2025-09-302025-10-22

GE GE AEROSPACE10.4K shares-34.44%2025-09-302025-10-22

URA GLOBAL X FDS65.9K shares-3.65%2025-09-302025-10-22

CRDO CREDO TECHNOLOGY GROUP HOLDI21.4K shares0.06%2025-09-302025-10-22

IWR ISHARES TR32.3K shares-16.61%2025-09-302025-10-22

CSCO CISCO SYS INC44.8K shares-14.86%2025-09-302025-10-22

MMM 3M CO19.6K shares-9.42%2025-09-302025-10-22

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ILDR FIRST TR EXCHNG TRADED FD VI93.9K shares1741.55%2025-09-302025-10-22

IWN ISHARES TR16.9K shares-12.09%2025-09-302025-10-22

SPIB SPDR SER TR87.6K shares3.63%2025-09-302025-10-22

IYF ISHARES TR23.2K shares-1.06%2025-09-302025-10-22

AFMC FIRST TR EXCHNG TRADED FD VI85.3K shares1734.02%2025-09-302025-10-22

LOW LOWES COS INC11.6K shares7.97%2025-09-302025-10-22

PSX PHILLIPS 6621.3K shares-3.61%2025-09-302025-10-22

CIBR FIRST TR EXCHANGE TRADED FD37.8K shares85.44%2025-09-302025-10-22

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COP CONOCOPHILLIPS30.3K shares-9.95%2025-09-302025-10-22

RMOP TIDAL TRUST III113.6K sharesnew addition2025-09-302025-10-22

MINV MATTHEWS ASIA FDS76.2K shares0.00%2025-09-302025-10-22

SO SOUTHERN CO29.8K shares-2.84%2025-09-302025-10-22

BSV VANGUARD BD INDEX FDS35.3K shares24.99%2025-09-302025-10-22

MO ALTRIA GROUP INC42.2K shares-23.09%2025-09-302025-10-22

QTEC FIRST TR NASDAQ 100 TECH IND12.1K shares1.97%2025-09-302025-10-22

EWW ISHARES INC40.9K shares19.04%2025-09-302025-10-22

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IJH ISHARES TR42.6K shares-12.47%2025-09-302025-10-22

ARKW ARK ETF TR15.7K shares0.00%2025-09-302025-10-22

IWP ISHARES TR19.2K shares7.91%2025-09-302025-10-22

UNH UNITEDHEALTH GROUP INC7.9K shares-27.01%2025-09-302025-10-22

ESUM STRATEGY SHS99.6K shares3.39%2025-09-302025-10-22

SCHD SCHWAB STRATEGIC TR99.0K shares2.56%2025-09-302025-10-22

KO COCA COLA CO40.7K shares-13.58%2025-09-302025-10-22

TOTL SSGA ACTIVE ETF TR65.2K shares-2.12%2025-09-302025-10-22

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BIBL NORTHERN LTS FD TR IV59.5K shares2.26%2025-09-302025-10-22

IWS ISHARES TR18.6K shares-12.93%2025-09-302025-10-22

MSTR MICROSTRATEGY INC8.0K shares-5.93%2025-09-302025-10-22

PTL NORTHERN LTS FD TR IV10.3K shares1.83%2025-09-302025-10-22

MDYG SPDR SER TR28.1K shares0.06%2025-09-302025-10-22

SPGP INVESCO EXCHANGE TRADED FD T22.6K shares2.22%2025-09-302025-10-22

AMAT APPLIED MATLS INC12.5K shares-17.55%2025-09-302025-10-22

RWK INVESCO EXCH TRADED FD TR II20.1K shares4.34%2025-09-302025-10-22

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NET CLOUDFLARE INC11.5K shares-5.45%2025-09-302025-10-22

IUSV ISHARES TR24.4K shares5.01%2025-09-302025-10-22

IWO ISHARES TR7.6K shares-10.58%2025-09-302025-10-22

TMO THERMO FISHER SCIENTIFIC INC5.0K shares-28.54%2025-09-302025-10-22

MAIN MAIN STR CAP CORP37.7K shares2.45%2025-09-302025-10-22

PTMC PACER FDS TR66.9K shares-0.96%2025-09-302025-10-22

T AT T INC84.8K shares-33.64%2025-09-302025-10-22

PFF ISHARES TR73.7K shares-3.45%2025-09-302025-10-22

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GCOW PACER FDS TR58.6K shares27.09%2025-09-302025-10-22

CALF PACER FDS TR52.9K shares-14.40%2025-09-302025-10-22

CGGO CAPITAL GROUP GBL GROWTH EQT67.8K shares-18.30%2025-09-302025-10-22

PLTR PALANTIR TECHNOLOGIES INC12.7K shares-1.07%2025-09-302025-10-22

AG FIRST MAJESTIC SILVER CORP185.7K shares37.31%2025-09-302025-10-22

HWM HOWMET AEROSPACE INC11.6K shares-6.91%2025-09-302025-10-22

QTUM ETF SER SOLUTIONS21.5K shares5.89%2025-09-302025-10-22

GD GENERAL DYNAMICS CORP6.5K shares-5.22%2025-09-302025-10-22

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SHYG ISHARES TR51.0K shares-41.23%2025-09-302025-10-22

VBK VANGUARD INDEX FDS7.4K shares-51.76%2025-09-302025-10-22

LDOS LEIDOS HOLDINGS INC11.4K shares3.78%2025-09-302025-10-22

AEP AMERICAN ELEC PWR CO INC19.0K shares-13.11%2025-09-302025-10-22

GDXJ VANECK ETF TRUST21.5K shares-3.41%2025-09-302025-10-22

NLR VANECK ETF TRUST15.6K shares172.76%2025-09-302025-10-22

DGRW WISDOMTREE TR23.7K shares0.38%2025-09-302025-10-22

PAMC PACER FDS TR44.7K shares-60.86%2025-09-302025-10-22

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APP APPLOVIN CORP2.9K shares-34.01%2025-09-302025-10-22

CAH CARDINAL HEALTH INC13.3K shares-7.03%2025-09-302025-10-22

AMD ADVANCED MICRO DEVICES INC12.9K shares-34.34%2025-09-302025-10-22

ISRG INTUITIVE SURGICAL INC4.6K shares-31.57%2025-09-302025-10-22

DAPP VANECK ETF TRUST94.6K shares-23.94%2025-09-302025-10-22

BAC BANK AMERICA CORP39.9K shares-34.30%2025-09-302025-10-22

XLRE SELECT SECTOR SPDR TR48.4K shares-22.15%2025-09-302025-10-22

XLU SELECT SECTOR SPDR TR23.4K shares-44.50%2025-09-302025-10-22

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ETN EATON CORP PLC5.4K shares-6.60%2025-09-302025-10-22

DDWM WISDOMTREE TR48.6K shares4.09%2025-09-302025-10-22

FTSM FIRST TR EXCHANGE TRADED FD33.5K shares5.23%2025-09-302025-10-22

JNK SPDR SER TR20.4K shares-2.14%2025-09-302025-10-22

ZS ZSCALER INC6.6K shares3.30%2025-09-302025-10-22

AMGN AMGEN INC7.0K shares-18.00%2025-09-302025-10-22

GVAL CAMBRIA ETF TR66.6K shares6984.15%2025-09-302025-10-22

PYLD PIMCO ETF TR72.0K shares13.39%2025-09-302025-10-22

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KOMP SPDR SER TR30.8K shares-10.47%2025-09-302025-10-22

IUSB ISHARES TR41.0K shares2.06%2025-09-302025-10-22

EWA ISHARES INC70.7K shares21.93%2025-09-302025-10-22

SCHH SCHWAB STRATEGIC TR87.5K shares-6.05%2025-09-302025-10-22

IWD ISHARES TR9.2K shares0.10%2025-09-302025-10-22

JIRE J P MORGAN EXCHANGE TRADED F25.5K shares-1.93%2025-09-302025-10-22

DE DEERE CO4.1K shares-10.20%2025-09-302025-10-22

IWF ISHARES TR4.0K shares3.07%2025-09-302025-10-22

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IPO RENAISSANCE CAP GREENWICH FD37.5K sharesnew addition2025-09-302025-10-22

ET ENERGY TRANSFER L P107.9K shares-3.61%2025-09-302025-10-22

IXN ISHARES TR17.9K shares1.02%2025-09-302025-10-22

IYG ISHARES TR20.5K shares0.00%2025-09-302025-10-22

HOOD ROBINHOOD MKTS INC12.8K shares-31.12%2025-09-302025-10-22

COR CENCORA INC5.8K shares-11.74%2025-09-302025-10-22

WEC WEC ENERGY GROUP INC15.9K shares-7.47%2025-09-302025-10-22

MRK MERCK CO INC21.7K shares-25.00%2025-09-302025-10-22

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BBIN J P MORGAN EXCHANGE TRADED F25.9K shares13.35%2025-09-302025-10-22

TUR ISHARES INC52.7K sharesnew addition2025-09-302025-10-22

PEP PEPSICO INC12.8K shares-22.44%2025-09-302025-10-22

TPIF TIMOTHY PLAN53.6K shares4.65%2025-09-302025-10-22

BA BOEING CO8.3K shares-12.66%2025-09-302025-10-22

GEV GE VERNOVA INC2.9K shares-35.85%2025-09-302025-10-22

NOBL PROSHARES TR17.0K shares5.57%2025-09-302025-10-22

URNM SPROTT FDS TR29.0K shares-11.31%2025-09-302025-10-22

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DWM WISDOMTREE TR26.4K shares-0.89%2025-09-302025-10-22

IQV IQVIA HLDGS INC9.1K shares-5.31%2025-09-302025-10-22

INTC INTEL CORP51.4K shares-13.04%2025-09-302025-10-22

OKTA OKTA INC18.6K shares23.97%2025-09-302025-10-22

CEF SPROTT PHYSICAL GOLD SILVE46.3K shares2.58%2025-09-302025-10-22

GRMN GARMIN LTD6.8K shares2.61%2025-09-302025-10-22

SIL GLOBAL X FDS23.2K shares-0.56%2025-09-302025-10-22

EPD ENTERPRISE PRODS PARTNERS L52.1K shares7.80%2025-09-302025-10-22

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FDN FIRST TR EXCHANGE TRADED FD5.8K shares3.49%2025-09-302025-10-22

ENB ENBRIDGE INC31.9K shares1.49%2025-09-302025-10-22

MU MICRON TECHNOLOGY INC9.6K shares-18.03%2025-09-302025-10-22

SYLD CAMBRIA ETF TR23.3K shares-2.46%2025-09-302025-10-22

JPC NUVEEN PFD INCOME OPPORTUN195.4K shares-6.19%2025-09-302025-10-22

STRV EA SERIES TRUST36.6K shares0.01%2025-09-302025-10-22

IDU ISHARES TR14.2K shares0.00%2025-09-302025-10-22

HIG HARTFORD FINL SVCS GROUP INC11.8K shares-3.01%2025-09-302025-10-22

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ABNB AIRBNB INC12.9K shares-5.95%2025-09-302025-10-22

BSJQ INVESCO EXCH TRD SLF IDX FD66.8K shares16.41%2025-09-302025-10-22

ARKB ARK 21SHARES BITCOIN ETF40.9K shares1.87%2025-09-302025-10-22

BOTZ GLOBAL X FDS43.7K shares0.00%2025-09-302025-10-22

SHY ISHARES TR18.6K shares-76.84%2025-09-302025-10-22

BLK BLACKROCK INC1.3K shares-3.22%2025-09-302025-10-22

FTSL FIRST TR EXCHANGE TRADED FD33.6K shares-69.29%2025-09-302025-10-22

QWLD SPDR INDEX SHS FDS10.9K shares2.25%2025-09-302025-10-22

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GALT GALECTIN THERAPEUTICS INC360.2K shares-14.90%2025-09-302025-10-22

UPS UNITED PARCEL SERVICE INC18.2K shares6.11%2025-09-302025-10-22

IOO ISHARES TR12.6K shares16.75%2025-09-302025-10-22

ILCG ISHARES TR14.2K shares0.25%2025-09-302025-10-22

ALAB ASTERA LABS INC7.5K shares-16.26%2025-09-302025-10-22

FTHI FIRST TR EXCHANGE TRADED FD61.5K shares19.83%2025-09-302025-10-22

IYK ISHARES TR21.2K shares-1.16%2025-09-302025-10-22

SOXX ISHARES TR5.3K shares-7.15%2025-09-302025-10-22

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ORI OLD REP INTL CORP33.4K shares2.61%2025-09-302025-10-22

VOT VANGUARD INDEX FDS4.8K shares-37.92%2025-09-302025-10-22

SYY SYSCO CORP17.1K shares-4.74%2025-09-302025-10-22

RSPU INVESCO EXCHANGE TRADED FD T18.2K shares0.18%2025-09-302025-10-22

SBUX STARBUCKS CORP16.5K shares-0.66%2025-09-302025-10-22

ROBO EXCHANGE TRADED CONCEPTS TRU21.2K shares0.00%2025-09-302025-10-22

UNP UNION PAC CORP5.9K shares-32.55%2025-09-302025-10-22

TXN TEXAS INSTRS INC7.5K shares-7.70%2025-09-302025-10-22

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AXON AXON ENTERPRISE INC1.9K shares-4.75%2025-09-302025-10-22

MOD MODINE MFG CO9.6K shares-0.23%2025-09-302025-10-22

LTBR LIGHTBRIDGE CORP63.7K shares0.22%2025-09-302025-10-22

BILS SPDR SER TR13.6K shares12.96%2025-09-302025-10-22

RSPT INVESCO EXCHANGE TRADED FD T30.3K shares0.00%2025-09-302025-10-22

FDL FIRST TR MORNINGSTAR DIVID L31.0K shares5.82%2025-09-302025-10-22

INFY INFOSYS LTD81.6K shares16.01%2025-09-302025-10-22

TRV TRAVELERS COMPANIES INC4.7K shares-14.23%2025-09-302025-10-22

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DELL DELL TECHNOLOGIES INC9.3K shares-26.06%2025-09-302025-10-22

VB VANGUARD INDEX FDS5.2K shares-59.20%2025-09-302025-10-22

BBLU EA SERIES TRUST87.7K shares24.88%2025-09-302025-10-22

IAK ISHARES TR9.8K shares0.00%2025-09-302025-10-22

SDVY FIRST TR EXCHANGE TRADED FD34.6K shares6.27%2025-09-302025-10-22

BBUS J P MORGAN EXCHANGE TRADED F10.8K shares32.17%2025-09-302025-10-22

SDY SPDR SER TR9.2K shares-1.54%2025-09-302025-10-22

BAH BOOZ ALLEN HAMILTON HLDG COR12.9K shares14.87%2025-09-302025-10-22

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FTC FIRST TRUST LRGCP GWT ALPHAD8.0K shares-3.99%2025-09-302025-10-22

VO VANGUARD INDEX FDS4.4K shares-76.67%2025-09-302025-10-22

WPM WHEATON PRECIOUS METALS CORP11.4K shares-0.07%2025-09-302025-10-22

DFGR DIMENSIONAL ETF TRUST46.6K shares4.42%2025-09-302025-10-22

GBTC GRAYSCALE BITCOIN TRUST ETF14.2K shares0.14%2025-09-302025-10-22

FYC FIRST TR EXCHANGE TRADED ALP13.9K shares7.54%2025-09-302025-10-22

SPIP SPDR SER TR47.5K shares-4.62%2025-09-302025-10-22

PFXF VANECK ETF TRUST69.6K shares-2.86%2025-09-302025-10-22

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AFL AFLAC INC11.0K shares-7.53%2025-09-302025-10-22

SCZ ISHARES TR16.0K shares1.07%2025-09-302025-10-22

CHKP CHECK POINT SOFTWARE TECH LT5.9K shares-3.71%2025-09-302025-10-22

CELH CELSIUS HLDGS INC21.0K shares-11.55%2025-09-302025-10-22

VSGX VANGUARD WORLD FD17.3K shares-1.68%2025-09-302025-10-22

HSY HERSHEY CO6.3K shares-0.17%2025-09-302025-10-22

SA SEABRIDGE GOLD INC48.8K shares0.00%2025-09-302025-10-22

ARCC ARES CAPITAL CORP57.4K shares-1.69%2025-09-302025-10-22

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MGK VANGUARD WORLD FD2.9K shares14.75%2025-09-302025-10-22

VDE VANGUARD WORLD FD9.3K shares-2.52%2025-09-302025-10-22

SCHV SCHWAB STRATEGIC TR40.0K shares-93.03%2025-09-302025-10-22

BLV VANGUARD BD INDEX FDS16.4K shares25.27%2025-09-302025-10-22

VMBS VANGUARD SCOTTSDALE FDS24.7K shares22.18%2025-09-302025-10-22

BK BANK NEW YORK MELLON CORP10.6K shares-18.45%2025-09-302025-10-22

FVC FIRST TR EXCHANGE TRADED FD31.9K shares-0.93%2025-09-302025-10-22

SHW SHERWIN WILLIAMS CO3.3K shares-12.30%2025-09-302025-10-22

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SPHQ INVESCO EXCHANGE TRADED FD T15.6K shares-12.68%2025-09-302025-10-22

MEM MATTHEWS ASIA FDS31.4K shares-16.93%2025-09-302025-10-22

COHR COHERENT CORP10.5K shares-5.49%2025-09-302025-10-22

HELO J P MORGAN EXCHANGE TRADED F17.2K shares51.75%2025-09-302025-10-22

SILA SILA REALTY TRUST INC43.8K shares-24.02%2025-09-302025-10-22

USB US BANCORP DEL22.6K shares-29.03%2025-09-302025-10-22

AHR AMERICAN HEALTHCARE REIT INC26.0K shares-17.81%2025-09-302025-10-22

XLV SELECT SECTOR SPDR TR7.8K shares-9.29%2025-09-302025-10-22

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CEG CONSTELLATION ENERGY CORP3.3K shares-15.47%2025-09-302025-10-22

FYLD CAMBRIA ETF TR34.7K shares2.84%2025-09-302025-10-22

CMCSA COMCAST CORP NEW34.4K shares-20.58%2025-09-302025-10-22

KNG FIRST TR EXCHANGE TRADED FD21.9K shares-4.97%2025-09-302025-10-22

MLPX GLOBAL X FDS17.1K shares15.75%2025-09-302025-10-22

CME CME GROUP INC4.0K shares-41.28%2025-09-302025-10-22

WM WASTE MGMT INC DEL4.8K shares31.87%2025-09-302025-10-22

NANC TIDAL ETF TR23.7K shares1.76%2025-09-302025-10-22

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JPIB J P MORGAN EXCHANGE TRADED F21.7K shares5.96%2025-09-302025-10-22

ITW ILLINOIS TOOL WKS INC4.0K shares-7.36%2025-09-302025-10-22

VCSH VANGUARD SCOTTSDALE FDS13.2K shares0.83%2025-09-302025-10-22

MRVL MARVELL TECHNOLOGY INC12.4K shares-10.93%2025-09-302025-10-22

AXP AMERICAN EXPRESS CO3.1K shares-17.43%2025-09-302025-10-22

BN BROOKFIELD CORP15.2K shares-0.09%2025-09-302025-10-22

LMT LOCKHEED MARTIN CORP2.1K shares-30.14%2025-09-302025-10-22

ADI ANALOG DEVICES INC4.2K shares-8.71%2025-09-302025-10-22

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BFST BUSINESS FIRST BANCSHARES IN41.6K shares0.00%2025-09-302025-10-22

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DIM WISDOMTREE TR12.4K shares0.00%2025-09-302025-10-22

AIRR FIRST TR EXCHANGE TRADED FD9.9K shares8.73%2025-09-302025-10-22

TDV PROSHARES TR11.0K shares7.46%2025-09-302025-10-22

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CNQ CANADIAN NAT RES LTD29.7K shares-2.08%2025-09-302025-10-22

GL GLOBE LIFE INC6.6K shares-2.12%2025-09-302025-10-22

BBAG J P MORGAN EXCHANGE TRADED F20.3K shares38.54%2025-09-302025-10-22

QGRO AMERICAN CENTY ETF TR8.3K shares13.54%2025-09-302025-10-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available