The Analysis of GM Advisory Group, LLC's Holdings


Currently, GM Advisory Group, LLC holds 303 types of securities in its portfolio with a total value $2.4B. In the most recent quarter, they have increased their positions in SGOV (+1.4M shares, valued at $136.8M), IBIT (+326.8K shares, valued at $21.2M), XLK (+69.4K shares, valued at $19.6M); decreased their positions in SOXX (-28.4K shares, valued at $7.7M), SHV (-56.2K shares, valued at $6.2M), MASS (-487.2K shares, valued at $4.3M); initiated new positions in SMH (+37.0K shares, valued at $12.1M), PTLO (+300.0K shares, valued at $1.9M), ZIM (+100.0K shares, valued at $1.4M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SPYM SPDR SERIES TRUST4.6M shares3.47%2025-09-302025-11-19history
SGOV ISHARES TR2.6M shares112.19%2025-09-302025-11-19history
IAU ISHARES GOLD TR1.6M shares-0.03%2025-09-302025-11-19history
VTI VANGUARD INDEX FDS323.9K shares3.06%2025-09-302025-11-19history
SHY ISHARES TR828.1K shares-0.54%2025-09-302025-11-19history
IWV ISHARES TR180.4K shares1.49%2025-09-302025-11-19history
BKLC BNY MELLON ETF TRUST518.0K shares14.38%2025-09-302025-11-19history
AAPL APPLE INC249.3K shares-0.87%2025-09-302025-11-19history
Sponsored
ACWX ISHARES TR887.3K shares6.99%2025-09-302025-11-19history
SPTS SPDR SERIES TRUST1.9M shares-4.60%2025-09-302025-11-19history
NVDA NVIDIA CORPORATION271.3K shares-5.55%2025-09-302025-11-19history
SPAB SPDR SERIES TRUST1.7M shares2.41%2025-09-302025-11-19history
ITOT ISHARES TR285.1K shares12.21%2025-09-302025-11-19history
SOXX ISHARES TR147.5K shares-16.17%2025-09-302025-11-19history
MSFT MICROSOFT CORP68.3K shares-1.87%2025-09-302025-11-19history
SPTM SPDR SERIES TRUST428.9K shares-1.06%2025-09-302025-11-19history
Sponsored
IUSB ISHARES TR665.6K shares-3.15%2025-09-302025-11-19history
PDBC INVESCO ACTVELY MNGD ETC FD2.3M shares-1.14%2025-09-302025-11-19history
ILCG ISHARES TR286.1K shares16.05%2025-09-302025-11-19history
SPY SPDR S&P 500 ETF TR42.4K shares-12.83%2025-09-302025-11-19history
BKAG BNY MELLON ETF TRUST575.1K shares0.21%2025-09-302025-11-19history
TLT ISHARES TR263.6K shares-6.32%2025-09-302025-11-19history
AMZN AMAZON COM INC107.1K shares-2.86%2025-09-302025-11-19history
IBIT ISHARES BITCOIN TRUST ETF352.5K shares1272.53%2025-09-302025-11-19history
Sponsored
AXP AMERICAN EXPRESS CO64.4K shares0.00%2025-09-302025-11-19history
SPYG SPDR SERIES TRUST199.1K shares18.97%2025-09-302025-11-19history
XLK SELECT SECTOR SPDR TR73.5K shares1683.44%2025-09-302025-11-19history
SPTL SPDR SERIES TRUST753.6K shares-0.85%2025-09-302025-11-19history
SOC SABLE OFFSHORE CORP1.0M shares0.97%2025-09-302025-11-19history
GOOGL ALPHABET INC70.3K shares-3.69%2025-09-302025-11-19history
SHV ISHARES TR146.4K shares-27.72%2025-09-302025-11-19history
SPDW SPDR INDEX SHS FDS372.4K shares-1.40%2025-09-302025-11-19history
Sponsored
IWF ISHARES TR31.8K shares9.29%2025-09-302025-11-19history
AON AON PLC41.7K shares0.00%2025-09-302025-11-19history
SPTI SPDR SERIES TRUST491.0K shares-1.62%2025-09-302025-11-19history
GOOG ALPHABET INC56.5K shares-0.79%2025-09-302025-11-19history
IVV ISHARES TR20.4K shares25.44%2025-09-302025-11-19history
META META PLATFORMS INC18.6K shares-4.47%2025-09-302025-11-19history
AVGO BROADCOM INC38.2K shares-3.83%2025-09-302025-11-19history
IGM ISHARES TR99.9K shares1.48%2025-09-302025-11-19history
Sponsored
SMH VANECK ETF TRUST37.0K sharesnew addition2025-09-302025-11-19history
UBER UBER TECHNOLOGIES INC122.5K shares1.04%2025-09-302025-11-19history
FMB FIRST TR EXCH TRADED FD III218.5K shares3.06%2025-09-302025-11-19history
BIL SPDR SERIES TRUST116.2K shares-1.33%2025-09-302025-11-19history
JPM JPMORGAN CHASE & CO.33.4K shares1.49%2025-09-302025-11-19history
VOO VANGUARD INDEX FDS17.0K shares-10.41%2025-09-302025-11-19history
BOND PIMCO ETF TR99.4K shares-1.11%2025-09-302025-11-19history
LLY ELI LILLY & CO12.1K shares-4.92%2025-09-302025-11-19history
Sponsored
AGG ISHARES TR82.7K shares-2.44%2025-09-302025-11-19history
HQY HEALTHEQUITY INC83.8K shares0.00%2025-09-302025-11-19history
MUB ISHARES TR65.7K shares-10.03%2025-09-302025-11-19history
ORCL ORACLE CORP24.5K shares12.35%2025-09-302025-11-19history
VOOG VANGUARD ADMIRAL FDS INC14.0K shares0.01%2025-09-302025-11-19history
NFLX NETFLIX INC5.0K shares-1.75%2025-09-302025-11-19history
MASS 908 DEVICES INC678.1K shares-41.81%2025-09-302025-11-19history
UNH UNITEDHEALTH GROUP INC15.9K shares-9.46%2025-09-302025-11-19history
Sponsored
COST COSTCO WHSL CORP NEW5.3K shares3.23%2025-09-302025-11-19history
V VISA INC14.1K shares-9.80%2025-09-302025-11-19history
SCHD SCHWAB STRATEGIC TR176.8K shares6.71%2025-09-302025-11-19history
IWB ISHARES TR13.0K shares8.65%2025-09-302025-11-19history
BWFG BANKWELL FINL GROUP INC105.6K shares0.50%2025-09-302025-11-19history
PM PHILIP MORRIS INTL INC28.2K shares1362.67%2025-09-302025-11-19history
TSLA TESLA INC9.8K shares-33.90%2025-09-302025-11-19history
WMT WALMART INC39.0K shares24.16%2025-09-302025-11-19history
Sponsored
KLAC KLA CORP3.7K shares0.05%2025-09-302025-11-19history
LULU LULULEMON ATHLETICA INC21.9K shares1029.87%2025-09-302025-11-19history
TSM TAIWAN SEMICONDUCTOR MFG LTD13.5K shares0.56%2025-09-302025-11-19history
XOM EXXON MOBIL CORP33.1K shares0.15%2025-09-302025-11-19history
HD HOME DEPOT INC8.8K shares12.86%2025-09-302025-11-19history
BRK.B BERKSHIRE HATHAWAY INC DEL7.0K shares-4.39%2025-09-302025-11-19history
GS GOLDMAN SACHS GROUP INC4.4K shares6.18%2025-09-302025-11-19history
METV LISTED FDS TR164.0K shares-0.06%2025-09-302025-11-19history
Sponsored
CRWD CROWDSTRIKE HLDGS INC6.9K shares-18.53%2025-09-302025-11-19history
SCHW SCHWAB CHARLES CORP35.1K shares-1.93%2025-09-302025-11-19history
MS MORGAN STANLEY20.9K shares0.49%2025-09-302025-11-19history
BAC BANK AMERICA CORP64.2K shares-1.87%2025-09-302025-11-19history
T AT&T INC116.4K shares0.08%2025-09-302025-11-19history
BX BLACKSTONE INC18.8K shares-27.87%2025-09-302025-11-19history
PLTR PALANTIR TECHNOLOGIES INC17.0K shares4.58%2025-09-302025-11-19history
CVX CHEVRON CORP NEW19.9K shares1.52%2025-09-302025-11-19history
Sponsored
ASML ASML HOLDING N V3.0K shares3.74%2025-09-302025-11-19history
AMD ADVANCED MICRO DEVICES INC16.8K shares-0.91%2025-09-302025-11-19history
EL LAUDER ESTEE COS INC30.5K shares0.00%2025-09-302025-11-19history
WULF TERAWULF INC234.8K shares0.00%2025-09-302025-11-19history
RSP INVESCO EXCHANGE TRADED FD T14.0K shares-46.49%2025-09-302025-11-19history
WFC WELLS FARGO CO NEW30.9K shares-7.36%2025-09-302025-11-19history
KVUE KENVUE INC157.4K shares-0.00%2025-09-302025-11-19history
UNP UNION PAC CORP10.8K shares0.13%2025-09-302025-11-19history
Sponsored
ULTA ULTA BEAUTY INC4.7K shares0.00%2025-09-302025-11-19history
VIG VANGUARD SPECIALIZED FUNDS11.8K shares5.11%2025-09-302025-11-19history
JNJ JOHNSON & JOHNSON13.3K shares-6.27%2025-09-302025-11-19history
TWLO TWILIO INC23.9K shares0.01%2025-09-302025-11-19history
EPD ENTERPRISE PRODS PARTNERS L75.2K shares-2.95%2025-09-302025-11-19history
UPS UNITED PARCEL SERVICE INC27.6K shares40.86%2025-09-302025-11-19history
IJH ISHARES TR35.0K shares2.06%2025-09-302025-11-19history
INTU INTUIT3.2K shares0.09%2025-09-302025-11-19history
Sponsored
GRAB GRAB HOLDINGS LIMITED349.3K shares-0.21%2025-09-302025-11-19history
VUG VANGUARD INDEX FDS4.3K shares-0.55%2025-09-302025-11-19history
PG PROCTER AND GAMBLE CO13.4K shares-16.58%2025-09-302025-11-19history
MRVL MARVELL TECHNOLOGY INC24.4K shares-2.24%2025-09-302025-11-19history
VTV VANGUARD INDEX FDS10.8K shares0.62%2025-09-302025-11-19history
PTLO PORTILLOS INC300.0K sharesnew addition2025-09-302025-11-19history
IWM ISHARES TR7.8K shares-56.62%2025-09-302025-11-19history
MA MASTERCARD INCORPORATED3.3K shares-14.03%2025-09-302025-11-19history
Sponsored
IREN IREN LIMITED40.2K shares246.42%2025-09-302025-11-19history
SHOP SHOPIFY INC12.0K shares4.11%2025-09-302025-11-19history
DIS DISNEY WALT CO15.2K shares-24.81%2025-09-302025-11-19history
VCSH VANGUARD SCOTTSDALE FDS21.8K shares-3.46%2025-09-302025-11-19history
SPOT SPOTIFY TECHNOLOGY S A2.5K shares6.32%2025-09-302025-11-19history
AXON AXON ENTERPRISE INC2.4K shares2.08%2025-09-302025-11-19history
ISRG INTUITIVE SURGICAL INC3.7K shares-10.54%2025-09-302025-11-19history
QQQ INVESCO QQQ TR2.8K shares-2.01%2025-09-302025-11-19history
Sponsored
APH AMPHENOL CORP NEW13.5K shares0.21%2025-09-302025-11-19history
BABA ALIBABA GROUP HLDG LTD9.2K shares-2.04%2025-09-302025-11-19history
IBM INTERNATIONAL BUSINESS MACHS5.8K shares6.94%2025-09-302025-11-19history
GLD SPDR GOLD TR4.5K shares0.51%2025-09-302025-11-19history
ABBV ABBVIE INC6.6K shares-3.44%2025-09-302025-11-19history
BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-09-302025-11-19history
RTX RTX CORPORATION9.0K shares4.42%2025-09-302025-11-19history
CSCO CISCO SYS INC21.7K shares-1.23%2025-09-302025-11-19history
Sponsored
SHEL SHELL PLC20.7K shares0.00%2025-09-302025-11-19history
PANW PALO ALTO NETWORKS INC7.2K shares31.01%2025-09-302025-11-19history
MDY SPDR S&P MIDCAP 400 ETF TR2.4K shares-0.41%2025-09-302025-11-19history
SPGI S&P GLOBAL INC2.9K shares-2.21%2025-09-302025-11-19history
KKR KKR & CO INC10.9K shares14.36%2025-09-302025-11-19history
TMO THERMO FISHER SCIENTIFIC INC2.9K shares0.07%2025-09-302025-11-19history
IWR ISHARES TR14.4K shares0.03%2025-09-302025-11-19history
VRT VERTIV HOLDINGS CO9.2K shares-24.51%2025-09-302025-11-19history
Sponsored
HON HONEYWELL INTL INC6.5K shares4.31%2025-09-302025-11-19history
COF CAPITAL ONE FINL CORP6.4K shares0.02%2025-09-302025-11-19history
ZIM ZIM INTEGRATED SHIPPING SERV100.0K sharesnew addition2025-09-302025-11-19history
ABT ABBOTT LABS9.8K shares2.86%2025-09-302025-11-19history
MRK MERCK & CO INC15.6K shares-22.06%2025-09-302025-11-19history
MU MICRON TECHNOLOGY INC7.5K shares15.55%2025-09-302025-11-19history
KBE SPDR SERIES TRUST20.5K shares-48.93%2025-09-302025-11-19history
MCD MCDONALDS CORP3.9K shares2.77%2025-09-302025-11-19history
Sponsored
SLV ISHARES SILVER TR28.0K shares1.10%2025-09-302025-11-19history
ADP AUTOMATIC DATA PROCESSING IN4.0K shares4.41%2025-09-302025-11-19history
WMB WILLIAMS COS INC18.3K shares1.48%2025-09-302025-11-19history
ALAB ASTERA LABS INC5.9K shares-35.15%2025-09-302025-11-19history
C CITIGROUP INC11.1K shares2.88%2025-09-302025-11-19history
MODG TOPGOLF CALLAWAY BRANDS CORP114.2K shares0.00%2025-09-302025-11-19history
IEFA ISHARES TR12.2K shares16.37%2025-09-302025-11-19history
EPS WISDOMTREE TR15.1K shares-13.09%2025-09-302025-11-19history
Sponsored
EFA ISHARES TR10.8K shares15.37%2025-09-302025-11-19history
MO ALTRIA GROUP INC15.2K shares0.36%2025-09-302025-11-19history
ETN EATON CORP PLC2.6K shares15.42%2025-09-302025-11-19history
PWR QUANTA SVCS INC2.3K shares6.37%2025-09-302025-11-19history
MELI MERCADOLIBRE INC408 shares-36.45%2025-09-302025-11-19history
HEI HEICO CORP NEW2.9K shares0.00%2025-09-302025-11-19history
DE DEERE & CO2.0K shares-1.99%2025-09-302025-11-19history
XLU SELECT SECTOR SPDR TR10.6K shares64.28%2025-09-302025-11-19history
Sponsored
WM WASTE MGMT INC DEL4.1K shares2.12%2025-09-302025-11-19history
NSC NORFOLK SOUTHN CORP3.0K shares-2.38%2025-09-302025-11-19history
DHR DANAHER CORPORATION4.5K shares-0.99%2025-09-302025-11-19history
NKE NIKE INC12.6K shares-51.31%2025-09-302025-11-19history
GFL GFL ENVIRONMENTAL INC18.4K shares0.00%2025-09-302025-11-19history
TJX TJX COS INC NEW6.0K shares9.14%2025-09-302025-11-19history
KO COCA COLA CO13.0K shares-26.18%2025-09-302025-11-19history
CME CME GROUP INC3.2K shares0.19%2025-09-302025-11-19history
Sponsored
NEE NEXTERA ENERGY INC11.2K shares-5.56%2025-09-302025-11-19history
MMC MARSH & MCLENNAN COS INC4.2K shares-0.85%2025-09-302025-11-19history
CAT CATERPILLAR INC1.7K shares26.84%2025-09-302025-11-19history
CRM SALESFORCE INC3.3K shares-13.38%2025-09-302025-11-19history
LINE LINEAGE INC20.0K shares100.00%2025-09-302025-11-19history
QCOM QUALCOMM INC4.6K shares-4.04%2025-09-302025-11-19history
NTRA NATERA INC4.5K shares0.09%2025-09-302025-11-19history
SPYV SPDR SERIES TRUST13.1K shares0.00%2025-09-302025-11-19history
Sponsored
PFE PFIZER INC28.0K shares-9.36%2025-09-302025-11-19history
VZ VERIZON COMMUNICATIONS INC16.0K shares90.14%2025-09-302025-11-19history
MRP MILLROSE PPTYS INC20.2K shares0.00%2025-09-302025-11-19history
AMGN AMGEN INC2.4K shares-11.07%2025-09-302025-11-19history
KRE SPDR SERIES TRUST10.5K shares-62.06%2025-09-302025-11-19history
NOW SERVICENOW INC703 shares-7.98%2025-09-302025-11-19history
FI FISERV INC4.9K shares-0.72%2025-09-302025-11-19history
UA UNDER ARMOUR INC130.7K shares326.16%2025-09-302025-11-19history
Sponsored
RMD RESMED INC2.3K shares0.00%2025-09-302025-11-19history
CP CANADIAN PACIFIC KANSAS CITY8.0K shares0.00%2025-09-302025-11-19history
PGR PROGRESSIVE CORP2.4K shares-7.10%2025-09-302025-11-19history
VST VISTRA CORP3.0K shares3.42%2025-09-302025-11-19history
GCTS GCT SEMICONDUCTOR HLDG INC390.9K shares-0.57%2025-09-302025-11-19history
PRF INVESCO EXCHANGE TRADED FD T13.1K sharesnew addition2025-09-302025-11-19history
IVW ISHARES TR4.7K shares0.00%2025-09-302025-11-19history
COP CONOCOPHILLIPS5.9K shares-1.70%2025-09-302025-11-19history
Sponsored
ACN ACCENTURE PLC IRELAND2.3K shares-0.48%2025-09-302025-11-19history
VYM VANGUARD WHITEHALL FDS3.9K shares7.15%2025-09-302025-11-19history
KHC KRAFT HEINZ CO20.7K shares-31.15%2025-09-302025-11-19history
CTAS CINTAS CORP2.6K shares6.71%2025-09-302025-11-19history
BKNG BOOKING HOLDINGS INC98 shares-25.19%2025-09-302025-11-19history
CSX CSX CORP14.8K shares0.05%2025-09-302025-11-19history
GVI ISHARES TR4.8K shares0.00%2025-09-302025-11-19history
AMT AMERICAN TOWER CORP NEW2.6K shares4.75%2025-09-302025-11-19history
Sponsored
ZTS ZOETIS INC3.4K shares15.12%2025-09-302025-11-19history
IEF ISHARES TR5.2K shares97.59%2025-09-302025-11-19history
WSM WILLIAMS SONOMA INC2.5K shares0.00%2025-09-302025-11-19history
IJR ISHARES TR4.1K shares1.94%2025-09-302025-11-19history
IRM IRON MTN INC DEL4.7K shares-34.75%2025-09-302025-11-19history
JAAA JANUS DETROIT STR TR9.3K sharesnew addition2025-09-302025-11-19history
VEA VANGUARD TAX-MANAGED FDS7.8K sharesnew addition2025-09-302025-11-19history
ACWI ISHARES TR3.2K shares-5.82%2025-09-302025-11-19history
Sponsored
QGEN QIAGEN NV10.0K shares0.00%2025-09-302025-11-19history
XLF SELECT SECTOR SPDR TR8.2K shares3.26%2025-09-302025-11-19history
DGRO ISHARES TR6.5K shares21.74%2025-09-302025-11-19history
MHN BLACKROCK MUNIHLDGS NY QLTY42.9K shares1.62%2025-09-302025-11-19history
SCHF SCHWAB STRATEGIC TR18.8K shares0.00%2025-09-302025-11-19history
STE STERIS PLC1.8K shares-4.20%2025-09-302025-11-19history
IWD ISHARES TR2.1K shares56.44%2025-09-302025-11-19history
XLE SELECT SECTOR SPDR TR4.8K shares-23.95%2025-09-302025-11-19history
Sponsored
BLK BLACKROCK INC366 shares-11.59%2025-09-302025-11-19history
KOCT INNOVATOR ETFS TRUST12.7K sharesnew addition2025-09-302025-11-19history
MCK MCKESSON CORP539 shares-2.71%2025-09-302025-11-19history
IVE ISHARES TR2.0K shares0.30%2025-09-302025-11-19history
NOC NORTHROP GRUMMAN CORP669 shares24.81%2025-09-302025-11-19history
MOTG VANECK ETF TRUST9.0K shares29.07%2025-09-302025-11-19history
SYK STRYKER CORPORATION1.1K shares5.69%2025-09-302025-11-19history
NTRS NORTHERN TR CORP2.9K shares0.58%2025-09-302025-11-19history
Sponsored
CMCSA COMCAST CORP NEW12.5K shares-13.93%2025-09-302025-11-19history
LAB STANDARD BIOTOOLS INC300.0K shares50.00%2025-09-302025-11-19history
DLN WISDOMTREE TR4.5K shares-24.69%2025-09-302025-11-19history
WELL WELLTOWER INC2.1K shares0.10%2025-09-302025-11-19history
LCID LUCID GROUP INC15.7K sharesnew addition2025-09-302025-11-19history
AZN ASTRAZENECA PLC4.8K shares0.00%2025-09-302025-11-19history
NUE NUCOR CORP2.7K shares-0.04%2025-09-302025-11-19history
IWN ISHARES TR2.1K shares3.83%2025-09-302025-11-19history
Sponsored
PSX PHILLIPS 662.7K shares0.22%2025-09-302025-11-19history
STX SEAGATE TECHNOLOGY HLDNGS PL1.6K shares-19.06%2025-09-302025-11-19history
MLI MUELLER INDS INC3.6K shares0.00%2025-09-302025-11-19history
EMR EMERSON ELEC CO2.8K shares0.36%2025-09-302025-11-19history
BSX BOSTON SCIENTIFIC CORP3.7K shares77.20%2025-09-302025-11-19history
AFL AFLAC INC3.2K shares7.78%2025-09-302025-11-19history
PEG PUBLIC SVC ENTERPRISE GRP IN4.2K sharesnew addition2025-09-302025-11-19history
DAL DELTA AIR LINES INC DEL6.2K shares0.10%2025-09-302025-11-19history
Sponsored
USFR WISDOMTREE TR7.0K sharesnew addition2025-09-302025-11-19history
DVY ISHARES TR2.5K shares10.47%2025-09-302025-11-19history
PYPL PAYPAL HLDGS INC5.1K shares-32.89%2025-09-302025-11-19history
LHX L3HARRIS TECHNOLOGIES INC1.1K shares-8.01%2025-09-302025-11-19history
FDX FEDEX CORP1.5K shares0.07%2025-09-302025-11-19history
ET ENERGY TRANSFER L P20.0K shares-18.32%2025-09-302025-11-19history
SPSM SPDR SERIES TRUST7.4K shares12.94%2025-09-302025-11-19history
EMLP FIRST TR EXCHANGE-TRADED FD8.8K shares35.81%2025-09-302025-11-19history
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PRFZ INVESCO EXCHANGE TRADED FD T7.4K shares0.00%2025-09-302025-11-19history
TTD THE TRADE DESK INC6.8K shares0.00%2025-09-302025-11-19history
DFNM DIMENSIONAL ETF TRUST6.9K sharesnew addition2025-09-302025-11-19history
SYY SYSCO CORP4.0K shares0.00%2025-09-302025-11-19history
RDDT REDDIT INC1.4K shares-63.37%2025-09-302025-11-19history
LOW LOWES COS INC1.3K shares10.10%2025-09-302025-11-19history
YUM YUM BRANDS INC2.1K shares0.48%2025-09-302025-11-19history
PNC PNC FINL SVCS GROUP INC1.6K shares0.64%2025-09-302025-11-19history
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BK BANK NEW YORK MELLON CORP2.9K shares-25.06%2025-09-302025-11-19history
GE GE AEROSPACE1.0K shares3.18%2025-09-302025-11-19history
ADBE ADOBE INC885 shares24.65%2025-09-302025-11-19history
DDOG DATADOG INC2.2K shares-1.00%2025-09-302025-11-19history
GD GENERAL DYNAMICS CORP905 shares-21.30%2025-09-302025-11-19history
SGOL ETFS GOLD TR8.4K shares0.00%2025-09-302025-11-19history
APO APOLLO GLOBAL MGMT INC2.3K shares-77.07%2025-09-302025-11-19history
FCX FREEPORT-MCMORAN INC7.8K shares-3.76%2025-09-302025-11-19history
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VBR VANGUARD INDEX FDS1.5K shares0.27%2025-09-302025-11-19history
BMNR BITMINE IMMERSION TECNOLOGIE5.7K sharesnew addition2025-09-302025-11-19history
XLV SELECT SECTOR SPDR TR2.1K shares-54.06%2025-09-302025-11-19history
GEV GE VERNOVA INC474 sharesnew addition2025-09-302025-11-19history
IYW ISHARES TR1.5K shares0.00%2025-09-302025-11-19history
KMI KINDER MORGAN INC DEL10.3K shares46.59%2025-09-302025-11-19history
VONG VANGUARD SCOTTSDALE FDS2.4K shares0.04%2025-09-302025-11-19history
CARR CARRIER GLOBAL CORPORATION4.8K shares0.08%2025-09-302025-11-19history
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URA GLOBAL X FDS6.0K sharesnew addition2025-09-302025-11-19history
CRDO CREDO TECHNOLOGY GROUP HOLDI1.9K sharesnew addition2025-09-302025-11-19history
CRWV COREWEAVE INC2.0K sharesnew addition2025-09-302025-11-19history
PTON PELOTON INTERACTIVE INC30.3K shares0.00%2025-09-302025-11-19history
JBL JABIL INC1.2K shares0.00%2025-09-302025-11-19history
CDNS CADENCE DESIGN SYSTEM INC720 shares0.00%2025-09-302025-11-19history
LNG CHENIERE ENERGY INC1.1K shares2.48%2025-09-302025-11-19history
HHH HOWARD HUGHES HOLDINGS INC3.1K sharesnew addition2025-09-302025-11-19history
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IEMG ISHARES INC3.8K shares1.34%2025-09-302025-11-19history
DFIV DIMENSIONAL ETF TRUST5.3K sharesnew addition2025-09-302025-11-19history
VGT VANGUARD WORLD FD324 sharesnew addition2025-09-302025-11-19history
CGCP CAPITAL GRP FIXED INCM ETF T10.6K sharesnew addition2025-09-302025-11-19history
MKL MARKEL GROUP INC126 shares0.00%2025-09-302025-11-19history
VEEV VEEVA SYS INC795 shares-30.57%2025-09-302025-11-19history
ETHA ISHARES ETHEREUM TR7.5K sharesnew addition2025-09-302025-11-19history
VEU VANGUARD INTL EQUITY INDEX F3.2K shares1.35%2025-09-302025-11-19history
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CCI CROWN CASTLE INC2.4K shares-0.21%2025-09-302025-11-19history
MAR MARRIOTT INTL INC NEW877 shares0.00%2025-09-302025-11-19history
BA BOEING CO1.1K shares0.00%2025-09-302025-11-19history
VWO VANGUARD INTL EQUITY INDEX F4.1K shares0.02%2025-09-302025-11-19history
INTC INTEL CORP6.5K sharesnew addition2025-09-302025-11-19history
VLO VALERO ENERGY CORP1.3K sharesnew addition2025-09-302025-11-19history
NVS NOVARTIS AG1.7K shares-33.09%2025-09-302025-11-19history
DASH DOORDASH INC786 sharesnew addition2025-09-302025-11-19history
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BND VANGUARD BD INDEX FDS2.9K shares2.75%2025-09-302025-11-19history
BBVA BANCO BILBAO VIZCAYA ARGENTA11.1K shares0.00%2025-09-302025-11-19history
XAR SPDR SERIES TRUST900 sharesnew addition2025-09-302025-11-19history
EBAY EBAY INC.2.3K sharesnew addition2025-09-302025-11-19history
SDY SPDR SERIES TRUST1.5K shares0.00%2025-09-302025-11-19history
MYN BLACKROCK MUNIYIELD N Y QUAL20.6K shares1.66%2025-09-302025-11-19history
CIEN CIENA CORP1.4K sharesnew addition2025-09-302025-11-19history
SONY SONY GROUP CORP7.0K sharesnew addition2025-09-302025-11-19history
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STWD STARWOOD PPTY TR INC10.4K sharesnew addition2025-09-302025-11-19history
BNKK SAFETY SHOT INC650.0K sharesnew addition2025-09-302025-11-19history
AGH AUREUS GREENWAY HLDGS INC47.4K sharesnew addition2025-09-302025-11-19history
COMP COMPASS INC14.0K shares0.00%2025-09-302025-11-19history
EDD MORGAN STANLEY EMERGING MKTS18.9K shares0.00%2025-09-302025-11-19history
JFR NUVEEN FLOATING RATE INCOME11.9K shares0.00%2025-09-302025-11-19history
GCTS.WS GCT SEMICONDUCTOR HLDG INC460.3K shares0.00%2025-09-302025-11-19history

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Put Option Holdings
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