The Analysis of GeoWealth Management, LLC's Holdings
Currently, GeoWealth Management, LLC holds 764 types of securities in its portfolio with a total value $2.7B. In the most recent quarter, they have increased their positions in IUSB (+427.4K shares, valued at $20.0M), SPY (+12.7K shares, valued at $8.5M), EMB (+76.6K shares, valued at $7.3M); decreased their positions in VOO (-34.7K shares, valued at $21.3M), TDSC (-795.2K shares, valued at $20.0M), CLSM (-818.3K shares, valued at $18.8M); initiated new positions in BDYN (+250.5K shares, valued at $6.3M), CEMB (+108.4K shares, valued at $5.0M), FLTR (+195.8K shares, valued at $5.0M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IUSB ISHARES TR4.6M shares10.28%2025-09-302025-11-13
VOO VANGUARD INDEX FDS323.9K shares-9.68%2025-09-302025-11-13 DFAC DIMENSIONAL ETF TRUST4.7M shares-1.77%2025-09-302025-11-13 VV VANGUARD INDEX FDS450.8K shares-4.26%2025-09-302025-11-13 VTI VANGUARD INDEX FDS342.4K shares-0.27%2025-09-302025-11-13 SPDW SPDR INDEX SHS FDS2.1M shares-5.44%2025-09-302025-11-13 VTEB VANGUARD MUN BD FDS1.5M shares-4.58%2025-09-302025-11-13 DFAX DIMENSIONAL ETF TRUST2.4M shares-2.35%2025-09-302025-11-13 DFCF DIMENSIONAL ETF TRUST1.2M shares12.21%2025-09-302025-11-13 IAGG ISHARES TR993.3K shares-3.90%2025-09-302025-11-13 VXF VANGUARD INDEX FDS214.9K shares-10.75%2025-09-302025-11-13 VXUS VANGUARD STAR FDS590.2K shares-3.21%2025-09-302025-11-13 PYLD PIMCO ETF TR1.6M shares7.75%2025-09-302025-11-13 DFNM DIMENSIONAL ETF TRUST864.5K shares0.24%2025-09-302025-11-13 SPEM SPDR INDEX SHS FDS715.0K shares-5.59%2025-09-302025-11-13 SECT NORTHERN LTS FD TR IV528.8K shares3.14%2025-09-302025-11-13 NVDA NVIDIA CORPORATION156.3K shares2.58%2025-09-302025-11-13 DUHP DIMENSIONAL ETF TRUST721.8K shares-0.13%2025-09-302025-11-13 DYNF BLACKROCK ETF TRUST456.8K shares9.44%2025-09-302025-11-13 MSFT MICROSOFT CORP52.1K shares21.44%2025-09-302025-11-13 VO VANGUARD INDEX FDS80.5K shares-3.00%2025-09-302025-11-13 BNDX VANGUARD CHARLOTTE FDS443.9K shares8.53%2025-09-302025-11-13 AAPL APPLE INC83.6K shares1.93%2025-09-302025-11-13 META META PLATFORMS INC23.7K shares41.81%2025-09-302025-11-13 AMZN AMAZON COM INC78.2K shares36.12%2025-09-302025-11-13 GOOGL ALPHABET INC68.8K shares36.41%2025-09-302025-11-13 SPY SPDR S&P 500 ETF TR24.7K shares105.40%2025-09-302025-11-13 TDSC EXCHANGE LISTED FDS TR643.7K shares-55.26%2025-09-302025-11-13 GSLC GOLDMAN SACHS ETF TR121.8K shares-15.26%2025-09-302025-11-13 CLSM EXCHANGE LISTED FDS TR678.8K shares-54.66%2025-09-302025-11-13 XLK SELECT SECTOR SPDR TR51.9K shares-0.26%2025-09-302025-11-13 DFGX DIMENSIONAL ETF TRUST267.3K shares12.79%2025-09-302025-11-13 BOND PIMCO ETF TR141.0K shares0.27%2025-09-302025-11-13 IVV ISHARES TR19.3K shares27.48%2025-09-302025-11-13 VB VANGUARD INDEX FDS48.5K shares-1.72%2025-09-302025-11-13 DFIC DIMENSIONAL ETF TRUST348.7K shares1.73%2025-09-302025-11-13 JPM JPMORGAN CHASE & CO.34.3K shares27.48%2025-09-302025-11-13 SUSL ISHARES TR86.8K shares-8.37%2025-09-302025-11-13 QQQM INVESCO EXCH TRADED FD TR II39.5K shares8.76%2025-09-302025-11-13 DFGP DIMENSIONAL ETF TRUST172.8K shares9.79%2025-09-302025-11-13 RUNN STRATEGIC TRUST251.9K shares2.58%2025-09-302025-11-13 WELL WELLTOWER INC47.2K shares2.59%2025-09-302025-11-13 DFAI DIMENSIONAL ETF TRUST231.1K shares2.23%2025-09-302025-11-13 IVW ISHARES TR67.1K shares46.11%2025-09-302025-11-13 MA MASTERCARD INCORPORATED13.8K shares26.24%2025-09-302025-11-13 EMB ISHARES TR81.4K shares1605.05%2025-09-302025-11-13 XLF SELECT SECTOR SPDR TR140.7K shares47.44%2025-09-302025-11-13 VT VANGUARD INTL EQUITY INDEX F54.2K shares-10.56%2025-09-302025-11-13 AVGO BROADCOM INC22.4K shares17.62%2025-09-302025-11-13 SPMO INVESCO EXCH TRADED FD TR II59.0K shares16.03%2025-09-302025-11-13 VBR VANGUARD INDEX FDS33.9K shares-2.70%2025-09-302025-11-13 ORCL ORACLE CORP25.1K shares16.54%2025-09-302025-11-13 TDSB EXCHANGE LISTED FDS TR291.1K shares-50.97%2025-09-302025-11-13 MINO PIMCO ETF TR148.3K shares3.61%2025-09-302025-11-13 GOOG ALPHABET INC27.6K shares15.08%2025-09-302025-11-13 AOA ISHARES TR73.0K shares-14.32%2025-09-302025-11-13 DFGR DIMENSIONAL ETF TRUST234.6K shares12.81%2025-09-302025-11-13 BDYN BLACKROCK ETF TRUST250.5K sharesnew addition2025-09-302025-11-13 QUAL ISHARES TR32.6K shares16.69%2025-09-302025-11-13 V VISA INC18.5K shares22.24%2025-09-302025-11-13 ITOT ISHARES TR41.7K shares-5.54%2025-09-302025-11-13 ESGD ISHARES TR64.9K shares-5.91%2025-09-302025-11-13 SHYG ISHARES TR134.0K shares195.25%2025-09-302025-11-13 SMLF ISHARES TR77.4K shares-7.44%2025-09-302025-11-13 SCHG SCHWAB STRATEGIC TR172.7K shares137.22%2025-09-302025-11-13 IXUS ISHARES TR65.7K shares-25.96%2025-09-302025-11-13 IEFA ISHARES TR61.9K shares79.46%2025-09-302025-11-13 TSM TAIWAN SEMICONDUCTOR MFG LTD19.1K shares64.88%2025-09-302025-11-13 TJX TJX COS INC NEW35.4K shares16.83%2025-09-302025-11-13 CRM SALESFORCE INC21.5K shares33.39%2025-09-302025-11-13 WMT WALMART INC49.0K shares10.17%2025-09-302025-11-13 PLD PROLOGIS INC.43.9K shares-0.30%2025-09-302025-11-13 CEMB ISHARES INC108.4K sharesnew addition2025-09-302025-11-13 FLTR VANECK ETF TRUST195.8K sharesnew addition2025-09-302025-11-13 MDT MEDTRONIC PLC51.9K shares60.43%2025-09-302025-11-13 SPMD SPDR SERIES TRUST82.9K shares10.20%2025-09-302025-11-13 AGG ISHARES TR46.6K shares94.42%2025-09-302025-11-13 GLD SPDR GOLD TR13.1K shares3.39%2025-09-302025-11-13 GSIE GOLDMAN SACHS ETF TR111.1K shares-3.68%2025-09-302025-11-13 LCTU BLACKROCK ETF TRUST62.9K shares5.88%2025-09-302025-11-13 VYM VANGUARD WHITEHALL FDS32.0K shares8.58%2025-09-302025-11-13 IVE ISHARES TR21.3K shares107.36%2025-09-302025-11-13 XLC SELECT SECTOR SPDR TR36.4K shares-10.21%2025-09-302025-11-13 TSLA TESLA INC9.5K shares-1.75%2025-09-302025-11-13 TLT ISHARES TR47.1K shares22.42%2025-09-302025-11-13 BKNG BOOKING HOLDINGS INC769 shares87.56%2025-09-302025-11-13 XLY SELECT SECTOR SPDR TR17.3K shares3.30%2025-09-302025-11-13 ZECP ZACKS TRUST122.9K shares182.58%2025-09-302025-11-13 EEM ISHARES TR77.2K sharesnew addition2025-09-302025-11-13 SPYM SPDR SERIES TRUST52.1K shares-20.80%2025-09-302025-11-13 TXN TEXAS INSTRS INC22.2K shares33.83%2025-09-302025-11-13 BRK.B BERKSHIRE HATHAWAY INC DEL7.9K shares69.22%2025-09-302025-11-13 IETC ISHARES U S ETF TR38.9K shares-21.72%2025-09-302025-11-13 SPG SIMON PPTY GROUP INC NEW21.1K shares-4.75%2025-09-302025-11-13 XLV SELECT SECTOR SPDR TR28.4K shares-5.63%2025-09-302025-11-13 ESGE ISHARES INC90.8K shares-1.26%2025-09-302025-11-13 ESGU ISHARES TR26.6K shares38.19%2025-09-302025-11-13 PEP PEPSICO INC27.4K shares34.89%2025-09-302025-11-13 EQIX EQUINIX INC4.9K shares-3.52%2025-09-302025-11-13 TMO THERMO FISHER SCIENTIFIC INC7.8K shares25.01%2025-09-302025-11-13 ABBV ABBVIE INC16.3K shares-2.28%2025-09-302025-11-13 AVEM AMERICAN CENTY ETF TR50.0K shares4.79%2025-09-302025-11-13 SCHW SCHWAB CHARLES CORP39.1K shares163.62%2025-09-302025-11-13 QCOM QUALCOMM INC22.0K shares34.95%2025-09-302025-11-13 TFLO ISHARES TR70.5K shares-45.70%2025-09-302025-11-13 CB CHUBB LIMITED12.4K shares22.84%2025-09-302025-11-13 AOR ISHARES TR54.2K shares-28.51%2025-09-302025-11-13 IXP ISHARES TR28.2K shares82.32%2025-09-302025-11-13 EFV ISHARES TR51.2K shares20.06%2025-09-302025-11-13 TMUS T-MOBILE US INC14.3K shares23.47%2025-09-302025-11-13 XLSR SSGA ACTIVE TR56.1K shares-4.39%2025-09-302025-11-13 IEMG ISHARES INC50.7K shares98.06%2025-09-302025-11-13 JMSI J P MORGAN EXCHANGE TRADED F66.3K shares4.34%2025-09-302025-11-13 OEF ISHARES TR10.0K shares396.96%2025-09-302025-11-13 PM PHILIP MORRIS INTL INC20.4K shares131.03%2025-09-302025-11-13 LLY ELI LILLY & CO4.3K shares-0.28%2025-09-302025-11-13 DSI ISHARES TR25.8K shares8.37%2025-09-302025-11-13 BAC BANK AMERICA CORP61.4K shares17.79%2025-09-302025-11-13 JAAA JANUS DETROIT STR TR62.1K shares-15.42%2025-09-302025-11-13 IXN ISHARES TR30.2K sharesnew addition2025-09-302025-11-13 BK BANK NEW YORK MELLON CORP28.6K shares248.11%2025-09-302025-11-13 WLDR TWO RDS SHARED TR80.7K shares-1.46%2025-09-302025-11-13 BCS BARCLAYS PLC143.9K shares51.10%2025-09-302025-11-13 DLR DIGITAL RLTY TR INC17.1K shares2.28%2025-09-302025-11-13 CORP PIMCO ETF TR29.7K shares-13.76%2025-09-302025-11-13 MGC VANGUARD WORLD FD11.9K shares-20.07%2025-09-302025-11-13 SPGI S&P GLOBAL INC5.9K shares148.96%2025-09-302025-11-13 SUSC ISHARES TR119.4K shares18.65%2025-09-302025-11-13 PFF ISHARES TR88.9K shares1953.58%2025-09-302025-11-13 AMAT APPLIED MATLS INC13.7K shares105.63%2025-09-302025-11-13 WFC WELLS FARGO CO NEW33.3K shares106.72%2025-09-302025-11-13 NEAR ISHARES U S ETF TR53.2K shares-8.60%2025-09-302025-11-13 RAYD ADVISORS INNER CIRCLE FD III71.4K shares-2.00%2025-09-302025-11-13 TLH ISHARES TR26.1K shares71.18%2025-09-302025-11-13 DFAE DIMENSIONAL ETF TRUST85.0K shares-0.87%2025-09-302025-11-13 XLI SELECT SECTOR SPDR TR17.4K shares19.39%2025-09-302025-11-13 JNJ JOHNSON & JOHNSON14.3K shares4.31%2025-09-302025-11-13 DCOR DIMENSIONAL ETF TRUST36.6K shares96.75%2025-09-302025-11-13 USXF ISHARES TR45.6K shares-14.28%2025-09-302025-11-13 MBB ISHARES TR27.3K shares329.82%2025-09-302025-11-13 EUSB ISHARES TR59.0K shares-18.53%2025-09-302025-11-13 SCHB SCHWAB STRATEGIC TR100.0K shares0.39%2025-09-302025-11-13 MINT PIMCO ETF TR25.3K shares-60.56%2025-09-302025-11-13 PLTR PALANTIR TECHNOLOGIES INC13.4K shares1.25%2025-09-302025-11-13 IJH ISHARES TR37.3K shares474.59%2025-09-302025-11-13 VICI VICI PPTYS INC74.4K shares-1.64%2025-09-302025-11-13 IWV ISHARES TR6.3K shares3.06%2025-09-302025-11-13 IRM IRON MTN INC DEL23.4K shares-0.90%2025-09-302025-11-13 GEM GOLDMAN SACHS ETF TR58.3K shares-6.76%2025-09-302025-11-13 IWL ISHARES TR14.3K shares0.46%2025-09-302025-11-13 O REALTY INCOME CORP37.6K shares1.69%2025-09-302025-11-13 BBUS J P MORGAN EXCHANGE TRADED F18.8K shares-12.96%2025-09-302025-11-13 AMT AMERICAN TOWER CORP NEW11.8K shares-5.47%2025-09-302025-11-13 XMHQ INVESCO EXCHANGE TRADED FD T21.6K shares-4.09%2025-09-302025-11-13 VEA VANGUARD TAX-MANAGED FDS37.8K shares149.79%2025-09-302025-11-13 RTX RTX CORPORATION13.5K shares18.82%2025-09-302025-11-13 NFLX NETFLIX INC1.9K shares-23.70%2025-09-302025-11-13 XOM EXXON MOBIL CORP19.8K shares57.18%2025-09-302025-11-13 SGOL ETFS GOLD TR60.1K shares-13.04%2025-09-302025-11-13 BINC BLACKROCK ETF TRUST II41.5K shares441.72%2025-09-302025-11-13 VUSB VANGUARD BD INDEX FDS43.9K shares-1.98%2025-09-302025-11-13 AESR TWO RDS SHARED TR105.7K shares-8.06%2025-09-302025-11-13 XLP SELECT SECTOR SPDR TR27.6K shares0.24%2025-09-302025-11-13 AFIF TWO RDS SHARED TR229.7K shares-69.72%2025-09-302025-11-13 HST HOST HOTELS & RESORTS INC124.7K shares9.94%2025-09-302025-11-13 IEUR ISHARES TR31.0K shares137.85%2025-09-302025-11-13 MTUM ISHARES TR8.2K shares659.83%2025-09-302025-11-13 MCK MCKESSON CORP2.7K shares-14.62%2025-09-302025-11-13 VUG VANGUARD INDEX FDS4.4K shares225.75%2025-09-302025-11-13 INTU INTUIT3.1K shares-0.94%2025-09-302025-11-13 EAGG ISHARES TR42.7K shares3.60%2025-09-302025-11-13 TMAT NORTHERN LTS FD TR IV75.7K shares1.97%2025-09-302025-11-13 MCHI ISHARES TR30.3K sharesnew addition2025-09-302025-11-13 NOW SERVICENOW INC2.2K shares3.74%2025-09-302025-11-13 CSCO CISCO SYS INC28.9K shares4.60%2025-09-302025-11-13 PSA PUBLIC STORAGE OPER CO6.5K shares-3.44%2025-09-302025-11-13 IQV IQVIA HLDGS INC9.8K shares120.17%2025-09-302025-11-13 BXP BXP INC25.0K shares4.62%2025-09-302025-11-13 SMIZ ZACKS TRUST49.1K shares193.87%2025-09-302025-11-13 SPSB SPDR SERIES TRUST59.6K shares1.51%2025-09-302025-11-13 ARKW ARK ETF TR10.3K sharesnew addition2025-09-302025-11-13 APP APPLOVIN CORP2.5K shares-15.71%2025-09-302025-11-13 NUSC NUSHARES ETF TR40.3K shares-12.03%2025-09-302025-11-13 BAI BLACKROCK ETF TRUST52.0K shares624.88%2025-09-302025-11-13 ADSK AUTODESK INC5.5K shares66.61%2025-09-302025-11-13 DB DEUTSCHE BANK A G49.6K shares114.39%2025-09-302025-11-13 AVB AVALONBAY CMNTYS INC9.1K shares-0.26%2025-09-302025-11-13 LDUR PIMCO ETF TR18.2K shares-2.14%2025-09-302025-11-13 IAU ISHARES GOLD TR23.9K shares129.50%2025-09-302025-11-13 APH AMPHENOL CORP NEW14.0K shares196.56%2025-09-302025-11-13 DIS DISNEY WALT CO15.2K shares114.18%2025-09-302025-11-13 EXR EXTRA SPACE STORAGE INC12.3K shares16.09%2025-09-302025-11-13 PMBS PIMCO ETF TR34.6K shares73.90%2025-09-302025-11-13 GE GE AEROSPACE5.7K shares2.82%2025-09-302025-11-13 THRO BLACKROCK ETF TRUST44.9K shares178.92%2025-09-302025-11-13 RPHS TWO RDS SHARED TR153.3K shares-31.83%2025-09-302025-11-13 CCI CROWN CASTLE INC17.5K shares22.49%2025-09-302025-11-13 MCO MOODYS CORP3.5K shares-2.76%2025-09-302025-11-13 SPTM SPDR SERIES TRUST20.4K shares-5.08%2025-09-302025-11-13 QLD PROSHARES TR11.9K shares-2.74%2025-09-302025-11-13 ELV ELEVANCE HEALTH INC FORMERLY5.0K shares199.28%2025-09-302025-11-13 AZN ASTRAZENECA PLC21.0K shares-1.73%2025-09-302025-11-13 UNH UNITEDHEALTH GROUP INC4.6K shares-39.67%2025-09-302025-11-13 HIG HARTFORD INSURANCE GROUP INC11.9K shares-12.80%2025-09-302025-11-13 EWY ISHARES INC19.8K shares6.23%2025-09-302025-11-13 CVX CHEVRON CORP NEW10.1K shares11.59%2025-09-302025-11-13 HYG ISHARES TR19.3K shares51.43%2025-09-302025-11-13 SAP SAP SE5.9K shares64.69%2025-09-302025-11-13 SSO PROSHARES TR13.9K shares-2.62%2025-09-302025-11-13 BIL SPDR SERIES TRUST16.9K shares345.02%2025-09-302025-11-13 ABT ABBOTT LABS11.5K shares-1.62%2025-09-302025-11-13 ADI ANALOG DEVICES INC6.3K shares149.64%2025-09-302025-11-13 IOO ISHARES TR12.8K sharesnew addition2025-09-302025-11-13 BWA BORGWARNER INC34.7K sharesnew addition2025-09-302025-11-13 ESS ESSEX PPTY TR INC5.7K shares8.68%2025-09-302025-11-13 BDX BECTON DICKINSON & CO8.1K shares344.07%2025-09-302025-11-13 CMCSA COMCAST CORP NEW48.4K shares295.37%2025-09-302025-11-13 VMBS VANGUARD SCOTTSDALE FDS32.3K shares592.54%2025-09-302025-11-13 ADBE ADOBE INC4.3K shares52.18%2025-09-302025-11-13 UBER UBER TECHNOLOGIES INC15.4K shares0.97%2025-09-302025-11-13 BDVL BLACKROCK ETF TRUST59.9K sharesnew addition2025-09-302025-11-13 BND VANGUARD BD INDEX FDS20.1K shares-4.81%2025-09-302025-11-13 SPSM SPDR SERIES TRUST31.9K shares53.79%2025-09-302025-11-13 SBUX STARBUCKS CORP17.3K shares134.50%2025-09-302025-11-13 GD GENERAL DYNAMICS CORP4.3K shares147.21%2025-09-302025-11-13 ADFI TWO RDS SHARED TR169.8K shares-7.83%2025-09-302025-11-13 ILDR FIRST TR EXCHNG TRADED FD VI45.0K sharesnew addition2025-09-302025-11-13 SHW SHERWIN WILLIAMS CO4.2K shares-3.99%2025-09-302025-11-13 ACN ACCENTURE PLC IRELAND5.9K shares-3.61%2025-09-302025-11-13 IWY ISHARES TR5.3K shares3.34%2025-09-302025-11-13 PALC PACER FDS TR27.7K shares-7.21%2025-09-302025-11-13 SNY SANOFI SA30.3K shares43.35%2025-09-302025-11-13 SCHE SCHWAB STRATEGIC TR42.1K shares1237.98%2025-09-302025-11-13 AXP AMERICAN EXPRESS CO4.2K shares1.52%2025-09-302025-11-13 CW CURTISS WRIGHT CORP2.6K shares15.15%2025-09-302025-11-13 DEO DIAGEO PLC14.5K shares65.11%2025-09-302025-11-13 HD HOME DEPOT INC3.4K shares7.65%2025-09-302025-11-13 DG DOLLAR GEN CORP NEW13.4K shares55.36%2025-09-302025-11-13 XME SPDR SERIES TRUST14.7K sharesnew addition2025-09-302025-11-13 NRG NRG ENERGY INC8.4K shares246.21%2025-09-302025-11-13 VTV VANGUARD INDEX FDS7.2K shares259.03%2025-09-302025-11-13 CMI CUMMINS INC3.2K shares4.72%2025-09-302025-11-13 XAR SPDR SERIES TRUST5.7K shares172.65%2025-09-302025-11-13 NVS NOVARTIS AG10.4K shares221.58%2025-09-302025-11-13 XLU SELECT SECTOR SPDR TR14.8K shares31.93%2025-09-302025-11-13 UCON FIRST TR EXCHNG TRADED FD VI51.3K sharesnew addition2025-09-302025-11-13 SPIB SPDR SERIES TRUST37.8K shares182.33%2025-09-302025-11-13 KRC KILROY RLTY CORP30.1K shares13.87%2025-09-302025-11-13 PG PROCTER AND GAMBLE CO8.3K 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shares146.08%2025-09-302025-11-13 TDIV FIRST TR EXCHANGE TRADED FD5.1K shares7.86%2025-09-302025-11-13 CLS CELESTICA INC2.1K sharesnew addition2025-09-302025-11-13 ANGL VANECK ETF TRUST17.0K shares-5.82%2025-09-302025-11-13 TT TRANE TECHNOLOGIES PLC1.2K shares-6.87%2025-09-302025-11-13 ANET ARISTA NETWORKS INC3.5K shares21.58%2025-09-302025-11-13 GIS GENERAL MLS INC10.0K shares20.19%2025-09-302025-11-13 MAA MID-AMER APT CMNTYS INC3.6K shares3.32%2025-09-302025-11-13 WPC WP CAREY INC7.3K shares67.30%2025-09-302025-11-13 ZTS ZOETIS INC3.4K shares-22.56%2025-09-302025-11-13 BMY BRISTOL-MYERS SQUIBB CO10.9K shares-7.87%2025-09-302025-11-13 PHM PULTE GROUP INC3.7K shares11.92%2025-09-302025-11-13 INTC INTEL CORP14.5K shares16.80%2025-09-302025-11-13 NBIS NEBIUS GROUP N.V.4.3K shares28.08%2025-09-302025-11-13 MO ALTRIA GROUP INC7.3K shares5.56%2025-09-302025-11-13 RING ISHARES INC7.5K sharesnew addition2025-09-302025-11-13 DFSV DIMENSIONAL ETF TRUST15.0K shares5.12%2025-09-302025-11-13 KHPI MANAGED PORTFOLIO SERIES18.7K sharesnew addition2025-09-302025-11-13 XLRE SELECT SECTOR SPDR TR11.2K shares12.92%2025-09-302025-11-13 OMFS INVESCO EXCH TRD SLF IDX FD10.7K shares-3.79%2025-09-302025-11-13 B BARRICK MNG CORP14.3K shares11.88%2025-09-302025-11-13 EOG EOG RES INC4.2K shares-21.28%2025-09-302025-11-13 HR HEALTHCARE RLTY TR25.9K shares-2.72%2025-09-302025-11-13 ACM AECOM3.5K shares0.09%2025-09-302025-11-13 TEL TE CONNECTIVITY PLC2.1K shares-0.53%2025-09-302025-11-13 STAG STAG INDL INC12.9K shares3.97%2025-09-302025-11-13 IBBQ INVESCO EXCH TRADED FD TR II18.6K sharesnew addition2025-09-302025-11-13 BGLD FIRST TR EXCHANGE-TRADED FD18.9K sharesnew addition2025-09-302025-11-13 HWM HOWMET AEROSPACE INC2.3K shares-75.02%2025-09-302025-11-13 SO SOUTHERN CO4.7K shares5.09%2025-09-302025-11-13 ONLN PROSHARES TR7.3K sharesnew addition2025-09-302025-11-13 ILMN ILLUMINA INC4.6K shares0.66%2025-09-302025-11-13 SONY SONY GROUP CORP15.0K shares68.05%2025-09-302025-11-13 WSM WILLIAMS SONOMA INC2.2K shares5.53%2025-09-302025-11-13 LYG LLOYDS BANKING GROUP PLC93.5K shares347.15%2025-09-302025-11-13 VST VISTRA CORP2.2K shares-4.39%2025-09-302025-11-13 IBN ICICI BANK LIMITED13.9K shares50.00%2025-09-302025-11-13 EEMA ISHARES INC4.6K shares-2.48%2025-09-302025-11-13 MDLZ MONDELEZ INTL INC6.7K shares-3.54%2025-09-302025-11-13 ADC AGREE RLTY CORP5.8K shares19.67%2025-09-302025-11-13 KR KROGER CO6.2K shares-67.05%2025-09-302025-11-13 JGLO J P MORGAN EXCHANGE TRADED F6.1K shares-38.62%2025-09-302025-11-13 MET METLIFE INC5.0K shares10.08%2025-09-302025-11-13 MRSK NORTHERN LIGHTS FD TR11.5K shares0.00%2025-09-302025-11-13 FNDF SCHWAB STRATEGIC TR9.5K shares1068.18%2025-09-302025-11-13 SPHQ INVESCO EXCHANGE TRADED FD T5.6K shares768.07%2025-09-302025-11-13 OMFL INVESCO EXCH TRD SLF IDX FD6.7K shares-0.52%2025-09-302025-11-13 FGDL FRANKLIN TEMPLETON HOLDINGS7.8K sharesnew addition2025-09-302025-11-13 J JACOBS SOLUTIONS INC2.7K shares-6.07%2025-09-302025-11-13 KLAC KLA CORP371 shares0.00%2025-09-302025-11-13 JAVA J P MORGAN EXCHANGE TRADED F5.8K shares-15.97%2025-09-302025-11-13 EXPE EXPEDIA GROUP INC1.9K shares167.19%2025-09-302025-11-13 VRTX VERTEX PHARMACEUTICALS INC1.0K shares6.71%2025-09-302025-11-13 VPL VANGUARD INTL EQUITY INDEX F4.5K shares-5.23%2025-09-302025-11-13 AEP AMERICAN ELEC PWR CO INC3.5K shares16.76%2025-09-302025-11-13 SPYV SPDR SERIES TRUST7.2K shares7.54%2025-09-302025-11-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available