The Analysis of Gradient Investments LLC's Holdings
Currently, Gradient Investments LLC holds 343 types of securities in its portfolio with a total value $6.3B. In the most recent quarter, they have increased their positions in BTCO (+415.2K shares, valued at $36.2M), NFLX (+298.7K shares, valued at $28.0M), SPYM (+289.8K shares, valued at $23.2M); decreased their positions in HELO (-567.8K shares, valued at $37.7M), N/A (-91.8K shares, valued at $28.8M), JNJ (-75.7K shares, valued at $15.7M); initiated new positions in BTCO (+415.2K shares, valued at $36.2M), TJX (+132.1K shares, valued at $20.3M), ISRG (+35.4K shares, valued at $20.1M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPYM SPDR SERIES TRUST4.0M shares7.73%2025-12-312026-01-08
MSFT MICROSOFT CORP299.2K shares4.91%2025-12-312026-01-08 NVDA NVIDIA CORPORATION771.6K shares-2.64%2025-12-312026-01-08 AMZN AMAZON COM INC608.3K shares6.36%2025-12-312026-01-08 AAPL APPLE INC506.7K shares5.13%2025-12-312026-01-08 DMBS DOUBLELINE ETF TRUST2.7M shares10.25%2025-12-312026-01-08 ALPHABET INC ALPHABET INC398.0K shares-18.74%2025-12-312026-01-08 AVDE AMERICAN CENTY ETF TR1.4M shares3.65%2025-12-312026-01-08 JMBS JANUS DETROIT STR TR2.2M shares4.13%2025-12-312026-01-08 SPDW SPDR INDEX SHS FDS2.2M shares2.69%2025-12-312026-01-08 SPAB SPDR SERIES TRUST3.7M shares-2.37%2025-12-312026-01-08 META META PLATFORMS INC144.0K shares11.56%2025-12-312026-01-08 GLDM WORLD GOLD TR1.1M shares10.96%2025-12-312026-01-08 SPYI NEOS ETF TRUST1.8M shares1.84%2025-12-312026-01-08 SEPU AIM ETF PRODUCTS TRUST3.2M shares2.76%2025-12-312026-01-08 RECS COLUMBIA ETF TR I2.2M shares2.98%2025-12-312026-01-08 AVEM AMERICAN CENTY ETF TR1.1M shares3.24%2025-12-312026-01-08 GSY INVESCO ACTIVELY MANAGED EXC1.4M shares-1.99%2025-12-312026-01-08 UYLD ANGEL OAK FUNDS TRUST1.4M shares-1.99%2025-12-312026-01-08 IETC ISHARES U S ETF TR673.7K shares7.87%2025-12-312026-01-08 QQQM INVESCO EXCH TRADED FD TR II264.1K shares3.30%2025-12-312026-01-08 BROADCOM INC BROADCOM INC188.9K shares-12.53%2025-12-312026-01-08 GS GOLDMAN SACHS GROUP INC72.9K shares-3.00%2025-12-312026-01-08 JAAA JANUS DETROIT STR TR1.3M shares7.96%2025-12-312026-01-08 XFIV BONDBLOXX ETF TRUST1.3M shares10.97%2025-12-312026-01-08 JPM JPMORGAN CHASE & CO.193.4K shares2.68%2025-12-312026-01-08 MS MORGAN STANLEY329.8K shares-2.17%2025-12-312026-01-08 DABS DOUBLELINE ETF TRUST1.1M shares8.66%2025-12-312026-01-08 PRFD PIMCO ETF TR1.1M shares3.10%2025-12-312026-01-08 CVX CHEVRON CORP NEW339.3K shares2.76%2025-12-312026-01-08 FEBT AIM ETF PRODUCTS TRUST1.4M shares1.81%2025-12-312026-01-08 BBBS BONDBLOXX ETF TRUST932.2K shares11.25%2025-12-312026-01-08 UNH UNITEDHEALTH GROUP INC142.9K shares1.01%2025-12-312026-01-08 XLF SELECT SECTOR SPDR TR857.0K shares4.36%2025-12-312026-01-08 MEDTRONIC PLC MEDTRONIC PLC479.1K shares3.43%2025-12-312026-01-08 WMT WALMART INC408.5K shares-2.90%2025-12-312026-01-08 TGT TARGET CORP457.7K shares61.16%2025-12-312026-01-08 V VISA INC124.8K shares-15.63%2025-12-312026-01-08 ABT ABBOTT LABS346.5K shares15.74%2025-12-312026-01-08 XSVN BONDBLOXX ETF TRUST899.7K shares10.92%2025-12-312026-01-08 XBJL INNOVATOR ETFS TRUST1.1M shares-2.16%2025-12-312026-01-08 KO COCA COLA CO587.0K shares7.50%2025-12-312026-01-08 BIL SPDR SERIES TRUST428.8K shares17.09%2025-12-312026-01-08 IGIB ISHARES TR721.7K shares4.24%2025-12-312026-01-08 MCD MCDONALDS CORP126.9K shares1.62%2025-12-312026-01-08 XTRE BONDBLOXX ETF TRUST771.3K shares11.24%2025-12-312026-01-08 DDTL INNOVATOR ETFS TRUST1.8M shares2.24%2025-12-312026-01-08 BAC BANK AMERICA CORP686.1K shares0.31%2025-12-312026-01-08 FTSM FIRST TR EXCHANGE-TRADED FD628.1K shares3.69%2025-12-312026-01-08 LOW LOWES COS INC153.5K shares4.47%2025-12-312026-01-08 SPTI SPDR SERIES TRUST1.3M shares4.62%2025-12-312026-01-08 PG PROCTER AND GAMBLE CO253.1K shares12.83%2025-12-312026-01-08 BTCO INVESCO GALAXY BITCOIN ETF415.2K sharesnew addition2025-12-312026-01-08 NAUG INNOVATOR ETFS TRUST1.2M shares2.02%2025-12-312026-01-08 XTEN BONDBLOXX ETF TRUST738.8K shares10.64%2025-12-312026-01-08 AVUS AMERICAN CENTY ETF TR298.8K shares57.85%2025-12-312026-01-08 PCMM BONDBLOXX ETF TRUST664.7K shares11.92%2025-12-312026-01-08 URI UNITED RENTALS INC39.4K shares-3.87%2025-12-312026-01-08 PANW PALO ALTO NETWORKS INC172.9K shares5.61%2025-12-312026-01-08 JNJ JOHNSON & JOHNSON151.9K shares-33.26%2025-12-312026-01-08 SIVR ABRDN SILVER ETF TRUST462.0K shares14.89%2025-12-312026-01-08 NFLX NETFLIX INC325.9K shares1097.17%2025-12-312026-01-08 MUB ISHARES TR278.7K shares42.18%2025-12-312026-01-08 SMOT VANECK ETF TRUST823.0K shares4.35%2025-12-312026-01-08 APH AMPHENOL CORP NEW214.5K shares-27.28%2025-12-312026-01-08 CRPT FIRST TR EXCHNG TRADED FD VI1.9M shares22.86%2025-12-312026-01-08 TJUL INNOVATOR ETFS TRUST965.1K shares1.23%2025-12-312026-01-08 ARKW ARK ETF TR190.3K shares14.91%2025-12-312026-01-08 BLOK AMPLIFY ETF TR489.6K shares14.67%2025-12-312026-01-08 SBUX STARBUCKS CORP330.3K shares20.84%2025-12-312026-01-08 MLM MARTIN MARIETTA MATLS INC44.2K shares9.68%2025-12-312026-01-08 ECL ECOLAB INC100.5K shares14.71%2025-12-312026-01-08 JULT AIM ETF PRODUCTS TRUST582.6K shares-4.20%2025-12-312026-01-08 COP CONOCOPHILLIPS274.5K shares9.25%2025-12-312026-01-08 WCN WASTE CONNECTIONS INC145.6K shares18.49%2025-12-312026-01-08 ISEP INNOVATOR ETFS TRUST768.5K shares2.81%2025-12-312026-01-08 COST COSTCO WHSL CORP NEW28.3K shares7.61%2025-12-312026-01-08 PWR QUANTA SVCS INC57.2K shares-18.89%2025-12-312026-01-08 CSHI NEOS ETF TRUST481.5K shares4.11%2025-12-312026-01-08 NOW SERVICENOW INC155.3K shares488.12%2025-12-312026-01-08 EXR EXTRA SPACE STORAGE INC172.7K shares-1.33%2025-12-312026-01-08 BSX BOSTON SCIENTIFIC CORP234.3K shares1.69%2025-12-312026-01-08 MLPA GLOBAL X FDS458.1K shares2.43%2025-12-312026-01-08 DXCM DEXCOM INC332.0K shares13.83%2025-12-312026-01-08 LLY ELI LILLY & CO20.5K shares2351.38%2025-12-312026-01-08 PYPL PAYPAL HLDGS INC369.4K shares7.40%2025-12-312026-01-08 LOUP INNOVATOR ETFS TRUST279.2K shares13.63%2025-12-312026-01-08 NEE NEXTERA ENERGY INC265.7K shares-39.95%2025-12-312026-01-08 CHAT TIDAL TRUST II357.5K shares11.93%2025-12-312026-01-08 BKR BAKER HUGHES COMPANY457.4K shares-3.04%2025-12-312026-01-08 LUV SOUTHWEST AIRLS CO503.3K shares-12.93%2025-12-312026-01-08 QTUM ETF SER SOLUTIONS189.0K shares15.20%2025-12-312026-01-08 CTAS CINTAS CORP109.0K shares9549.38%2025-12-312026-01-08 TJX TJX COS INC NEW132.1K sharesnew addition2025-12-312026-01-08 ISRG INTUITIVE SURGICAL INC35.4K sharesnew addition2025-12-312026-01-08 SPTL SPDR SERIES TRUST752.1K shares4.53%2025-12-312026-01-08 EQIX EQUINIX INC25.8K shares0.36%2025-12-312026-01-08 VRTX VERTEX PHARMACEUTICALS INC43.6K shares6.39%2025-12-312026-01-08 PODD INSULET CORP69.2K shares17.89%2025-12-312026-01-08 PRIV SSGA ACTIVE TR770.9K shares10.52%2025-12-312026-01-08 SNPS SYNOPSYS INC41.6K shares-2.28%2025-12-312026-01-08 CSNR COHEN & STEERS ETF TRUST622.7K shares3.22%2025-12-312026-01-08 IVV ISHARES TR27.1K shares7.03%2025-12-312026-01-08 KEY KEYCORP897.6K shares797.89%2025-12-312026-01-08 CITIGROUP INC CITIGROUP INC155.4K shares564.54%2025-12-312026-01-08 JEF JEFFERIES FINL GROUP INC291.8K shares807.14%2025-12-312026-01-08 ALPHABET INC ALPHABET INC57.0K shares492.72%2025-12-312026-01-08 TOLZ PROSHARES TR326.0K shares4.57%2025-12-312026-01-08 XOM EXXON MOBIL CORP143.6K shares-1.67%2025-12-312026-01-08 SPTS SPDR SERIES TRUST582.2K shares4.31%2025-12-312026-01-08 AZN ASTRAZENECA PLC184.4K shares1098.86%2025-12-312026-01-08 DCRE DOUBLELINE ETF TRUST322.5K shares4.47%2025-12-312026-01-08 ABBV ABBVIE INC71.2K shares-7.45%2025-12-312026-01-08 EIX EDISON INTL263.1K shares949.83%2025-12-312026-01-08 WFC WELLS FARGO CO NEW167.4K shares2.31%2025-12-312026-01-08 HELO J P MORGAN EXCHANGE TRADED F233.8K shares-70.83%2025-12-312026-01-08 ITW ILLINOIS TOOL WKS INC62.7K shares691.28%2025-12-312026-01-08 ASML ASML HOLDING N V14.4K shares424.34%2025-12-312026-01-08 HII HUNTINGTON INGALLS INDS INC44.8K shares662.27%2025-12-312026-01-08 USB US BANCORP DEL284.5K shares-1.81%2025-12-312026-01-08 AMGN AMGEN INC46.2K shares-2.93%2025-12-312026-01-08 ROK ROCKWELL AUTOMATION INC38.1K shares-4.91%2025-12-312026-01-08 MHO M/I HOMES INC114.8K shares689.36%2025-12-312026-01-08 CSCO CISCO SYS INC187.3K shares2018.39%2025-12-312026-01-08 RTX RTX CORPORATION78.4K shares-16.93%2025-12-312026-01-08 CLOI VANECK ETF TRUST267.4K shares0.76%2025-12-312026-01-08 ALL ALLSTATE CORP67.8K shares1.11%2025-12-312026-01-08 UPS UNITED PARCEL SERVICE INC141.9K sharesnew addition2025-12-312026-01-08 PRU PRUDENTIAL FINL INC124.6K shares-10.70%2025-12-312026-01-08 PALL ABRDN PALLADIUM ETF TRUST95.8K shares21.07%2025-12-312026-01-08 TXN TEXAS INSTRS INC80.0K shares25.64%2025-12-312026-01-08 KMI KINDER MORGAN INC DEL503.4K shares5.53%2025-12-312026-01-08 HODL VANECK BITCOIN ETF555.4K shares24.28%2025-12-312026-01-08 EOG EOG RES INC130.6K shares4333.55%2025-12-312026-01-08 AEP AMERICAN ELEC PWR CO INC118.9K shares-10.28%2025-12-312026-01-08 HD HOME DEPOT INC38.7K shares2.21%2025-12-312026-01-08 MO ALTRIA GROUP INC228.1K shares1.19%2025-12-312026-01-08 IGSB ISHARES TR248.6K shares4.29%2025-12-312026-01-08 KHC KRAFT HEINZ CO541.9K sharesnew addition2025-12-312026-01-08 IBM INTERNATIONAL BUSINESS MACHS44.2K shares3.22%2025-12-312026-01-08 FLEX FLEX LTD216.3K sharesnew addition2025-12-312026-01-08 QCOM QUALCOMM INC76.1K shares4723.21%2025-12-312026-01-08 KAUG INNOVATOR ETFS TRUST477.9K shares2.28%2025-12-312026-01-08 ARE ALEXANDRIA REAL ESTATE EQ IN257.8K shares1453.90%2025-12-312026-01-08 EAPR INNOVATOR ETFS TRUST424.5K shares2.55%2025-12-312026-01-08 SJM SMUCKER J M CO128.2K shares0.10%2025-12-312026-01-08 LYB LYONDELLBASELL INDUSTRIES N288.8K sharesnew addition2025-12-312026-01-08 KLAC KLA CORP9.8K sharesnew addition2025-12-312026-01-08 BBUS J P MORGAN EXCHANGE TRADED F96.1K shares0.67%2025-12-312026-01-08 CAIE CALAMOS ETF TR405.9K shares1.13%2025-12-312026-01-08 JMST J P MORGAN EXCHANGE TRADED F209.0K shares43.36%2025-12-312026-01-08 SCHX SCHWAB STRATEGIC TR310.8K shares6.72%2025-12-312026-01-08 BOXX EA SERIES TRUST69.3K shares41.61%2025-12-312026-01-08 IWMI NEOS ETF TRUST163.4K shares0.27%2025-12-312026-01-08 FPE FIRST TR EXCH TRADED FD III419.4K shares1.30%2025-12-312026-01-08 CLOZ SERIES PORTFOLIOS TR285.6K shares1.75%2025-12-312026-01-08 LONZ PIMCO ETF TR149.9K shares1.93%2025-12-312026-01-08 KBWD INVESCO EXCH TRADED FD TR II549.2K shares2.14%2025-12-312026-01-08 IYRI NEOS ETF TRUST153.4K shares1.89%2025-12-312026-01-08 MORT VANECK ETF TRUST706.8K shares1.84%2025-12-312026-01-08 DFUS DIMENSIONAL ETF TRUST87.3K shares-3.19%2025-12-312026-01-08 SPMD SPDR SERIES TRUST109.3K shares57.36%2025-12-312026-01-08 LMT LOCKHEED MARTIN CORP12.0K shares-0.94%2025-12-312026-01-08 DSI ISHARES TR43.8K shares5.91%2025-12-312026-01-08 PSLV SPROTT ASSET MANAGEMENT LP182.5K shares-0.47%2025-12-312026-01-08 IBTG ISHARES TR171.0K shares-5.38%2025-12-312026-01-08 TSLA TESLA INC8.7K shares-1.37%2025-12-312026-01-08 ORLY OREILLY AUTOMOTIVE INC41.8K shares14.77%2025-12-312026-01-08 IBTH ISHARES TR168.6K shares275.58%2025-12-312026-01-08 EFIV SPDR SERIES TRUST57.0K shares5.12%2025-12-312026-01-08 SLB SLB LIMITED91.2K shares-22.41%2025-12-312026-01-08 ESML ISHARES TR74.1K shares7.16%2025-12-312026-01-08 VTI VANGUARD INDEX FDS9.8K shares1.42%2025-12-312026-01-08 PFE PFIZER INC123.8K shares-22.77%2025-12-312026-01-08 MYCG SSGA ACTIVE TR120.5K shares263.38%2025-12-312026-01-08 MYCF SSGA ACTIVE TR120.5K shares-8.53%2025-12-312026-01-08 SPY SPDR S&P 500 ETF TR4.3K shares92.06%2025-12-312026-01-08 FIVE FIVE BELOW INC14.6K shares-3.38%2025-12-312026-01-08 SU SUNCOR ENERGY INC NEW57.3K shares31.41%2025-12-312026-01-08 JUST GOLDMAN SACHS ETF TR25.3K shares5.41%2025-12-312026-01-08 SMB VANECK ETF TRUST132.5K shares0.87%2025-12-312026-01-08 ULTA ULTA BEAUTY INC3.8K shares-1.01%2025-12-312026-01-08 PUK PRUDENTIAL PLC73.9K shares37.81%2025-12-312026-01-08 IJH ISHARES TR33.6K shares4.13%2025-12-312026-01-08 RYAAY RYANAIR HOLDINGS PLC30.7K shares43.14%2025-12-312026-01-08 TFI SPDR SERIES TRUST47.5K shares6.61%2025-12-312026-01-08 HSBC HSBC HLDGS PLC27.6K shares42.69%2025-12-312026-01-08 TSM TAIWAN SEMICONDUCTOR MFG LTD7.0K shares37.89%2025-12-312026-01-08 IBIT ISHARES BITCOIN TRUST ETF42.9K shares4.49%2025-12-312026-01-08 UBS UBS GROUP AG45.8K shares48.12%2025-12-312026-01-08 SMFG SUMITOMO MITSUI FINL GROUP I108.8K shares48.37%2025-12-312026-01-08 CM CANADIAN IMPERIAL BANK OF CO23.1K shares39.19%2025-12-312026-01-08 RY ROYAL BK CDA12.0K shares46.82%2025-12-312026-01-08 NVS NOVARTIS AG14.7K shares42.74%2025-12-312026-01-08 LPLA LPL FINL HLDGS INC5.6K shares1.10%2025-12-312026-01-08 CRH PLC CRH PLC15.9K shares45.37%2025-12-312026-01-08 SHEL SHELL PLC26.4K shares47.03%2025-12-312026-01-08 ORCL ORACLE CORP9.9K shares-85.82%2025-12-312026-01-08 EXE EXPAND ENERGY CORPORATION17.5K shares0.91%2025-12-312026-01-08 EAGG ISHARES TR40.2K shares-1.15%2025-12-312026-01-08 KOF COCA-COLA FEMSA SAB DE CV20.1K shares51.54%2025-12-312026-01-08 TMO THERMO FISHER SCIENTIFIC INC3.3K shares-27.91%2025-12-312026-01-08 TM TOYOTA MOTOR CORP8.8K shares49.58%2025-12-312026-01-08 CRBN ISHARES TR7.9K shares5.60%2025-12-312026-01-08 WFRD WEATHERFORD INTL PLC23.4K shares2.89%2025-12-312026-01-08 CCEP COCA-COLA EUROPACIFIC PARTNE19.9K shares50.65%2025-12-312026-01-08 CNI CANADIAN NATL RY CO18.1K shares54.48%2025-12-312026-01-08 HQY HEALTHEQUITY INC19.2K shares2.00%2025-12-312026-01-08 FTNT FORTINET INC21.6K shares2.99%2025-12-312026-01-08 NDSN NORDSON CORP7.1K shares0.00%2025-12-312026-01-08 SNY SANOFI SA34.8K shares55.57%2025-12-312026-01-08 SAIA SAIA INC5.1K shares5.94%2025-12-312026-01-08 IWY ISHARES TR6.0K shares40.22%2025-12-312026-01-08 AMCR AMCOR PLC196.8K shares56.93%2025-12-312026-01-08 LINDE PLC LINDE PLC3.8K shares56.35%2025-12-312026-01-08 JD JD.COM INC53.5K shares61.14%2025-12-312026-01-08 RELX RELX PLC37.5K shares64.92%2025-12-312026-01-08 INVH INVITATION HOMES INC52.9K shares6.00%2025-12-312026-01-08 SCHD SCHWAB STRATEGIC TR52.7K shares0.35%2025-12-312026-01-08 DT DYNATRACE INC33.1K shares5.09%2025-12-312026-01-08 GPN GLOBAL PMTS INC18.0K shares5.14%2025-12-312026-01-08 SNAP SNAP INC169.0K shares8.75%2025-12-312026-01-08 LULU LULULEMON ATHLETICA INC6.5K shares13.43%2025-12-312026-01-08 CATH GLOBAL X FDS16.0K shares-0.17%2025-12-312026-01-08 CMG CHIPOTLE MEXICAN GRILL INC34.0K shares14.12%2025-12-312026-01-08 OXY OCCIDENTAL PETE CORP30.1K shares-23.03%2025-12-312026-01-08 ON ON SEMICONDUCTOR CORP22.7K shares-6.98%2025-12-312026-01-08 SHW SHERWIN WILLIAMS CO3.5K shares7.80%2025-12-312026-01-08 BA BOEING CO5.2K shares-2.89%2025-12-312026-01-08 DG DOLLAR GEN CORP NEW8.3K shares-21.69%2025-12-312026-01-08 SYY SYSCO CORP15.0K shares-3.25%2025-12-312026-01-08 EXP EAGLE MATLS INC5.0K shares-5.91%2025-12-312026-01-08 CAT CATERPILLAR INC1.8K shares21.01%2025-12-312026-01-08 BBMC J P MORGAN EXCHANGE TRADED F9.3K shares-3.93%2025-12-312026-01-08 ITM VANECK ETF TRUST20.5K shares6.56%2025-12-312026-01-08 SUB ISHARES TR8.7K shares5.51%2025-12-312026-01-08 IBTI ISHARES TR39.8K sharesnew addition2025-12-312026-01-08 SHE SPDR SERIES TRUST6.7K shares6.66%2025-12-312026-01-08 VXUS VANGUARD STAR FDS11.6K shares6.56%2025-12-312026-01-08 SRE SEMPRA9.3K shares-0.02%2025-12-312026-01-08 DIS DISNEY WALT CO7.1K shares-93.77%2025-12-312026-01-08 HON HONEYWELL INTL INC4.1K shares-93.24%2025-12-312026-01-08 AFL AFLAC INC7.2K shares0.74%2025-12-312026-01-08 ARW ARROW ELECTRS INC6.9K sharesnew addition2025-12-312026-01-08 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-01-08 PGR PROGRESSIVE CORP3.2K shares10.69%2025-12-312026-01-08 MYCH SSGA ACTIVE TR29.0K sharesnew addition2025-12-312026-01-08 MUNI PIMCO ETF TR13.7K shares6.73%2025-12-312026-01-08 BLDR BUILDERS FIRSTSOURCE INC6.9K shares-3.93%2025-12-312026-01-08 VUG VANGUARD INDEX FDS1.4K shares3.17%2025-12-312026-01-08 REGN REGENERON PHARMACEUTICALS896 sharesnew addition2025-12-312026-01-08 AMD ADVANCED MICRO DEVICES INC3.1K shares-0.87%2025-12-312026-01-08 SUSC ISHARES TR27.3K shares-0.42%2025-12-312026-01-08 BSJR INVESCO EXCH TRD SLF IDX FD27.9K sharesnew addition2025-12-312026-01-08 VLO VALERO ENERGY CORP3.7K shares-5.78%2025-12-312026-01-08 GLD SPDR GOLD TR1.5K shares33.71%2025-12-312026-01-08 TAXX BONDBLOXX ETF TRUST11.7K shares1.16%2025-12-312026-01-08 BSJQ INVESCO EXCH TRD SLF IDX FD24.8K shares-17.46%2025-12-312026-01-08 AXP AMERICAN EXPRESS CO1.6K shares-27.47%2025-12-312026-01-08 VIG VANGUARD SPECIALIZED FUNDS2.6K shares27.34%2025-12-312026-01-08 T AT&T INC22.9K shares-95.07%2025-12-312026-01-08 SPIB SPDR SERIES TRUST16.6K shares0.05%2025-12-312026-01-08 CNQ CANADIAN NAT RES LTD15.6K shares-2.07%2025-12-312026-01-08 HYD VANECK ETF TRUST10.3K shares16.56%2025-12-312026-01-08 PLTR PALANTIR TECHNOLOGIES INC2.9K shares12.35%2025-12-312026-01-08 PEP PEPSICO INC3.5K shares-8.22%2025-12-312026-01-08 MPC MARATHON PETE CORP2.9K shares-4.57%2025-12-312026-01-08 AOS SMITH A O CORP6.8K shares0.00%2025-12-312026-01-08 DFUV DIMENSIONAL ETF TRUST9.4K shares0.00%2025-12-312026-01-08 SMMU PIMCO ETF TR8.7K shares6.86%2025-12-312026-01-08 FANG DIAMONDBACK ENERGY INC2.8K shares3.13%2025-12-312026-01-08 SLV ISHARES SILVER TR6.5K shares28.33%2025-12-312026-01-08 SO SOUTHERN CO4.5K shares-3.54%2025-12-312026-01-08 AR ANTERO RESOURCES CORP11.4K shares-3.14%2025-12-312026-01-08 WMB WILLIAMS COS INC6.5K shares-6.48%2025-12-312026-01-08 MEC MAYVILLE ENGR CO INC20.9K shares-0.92%2025-12-312026-01-08 KR KROGER CO6.3K shares1.21%2025-12-312026-01-08 ET ENERGY TRANSFER L P23.7K shares4.84%2025-12-312026-01-08 QUAL ISHARES TR2.0K shares-15.34%2025-12-312026-01-08 HAL HALLIBURTON CO13.5K shares-2.32%2025-12-312026-01-08 XLK SELECT SECTOR SPDR TR2.6K shares139.78%2025-12-312026-01-08 IVW ISHARES TR3.0K shares22.54%2025-12-312026-01-08 SCHG SCHWAB STRATEGIC TR11.1K shares0.00%2025-12-312026-01-08 LNG CHENIERE ENERGY INC1.9K shares-3.63%2025-12-312026-01-08 MGK VANGUARD WORLD FD855 shares26.11%2025-12-312026-01-08 PM PHILIP MORRIS INTL INC2.1K shares-24.65%2025-12-312026-01-08 CEF SPROTT ASSET MANAGEMENT LP7.4K shares0.00%2025-12-312026-01-08 MA MASTERCARD INCORPORATED594 sharesnew addition2025-12-312026-01-08 VGT VANGUARD WORLD FD450 shares5.39%2025-12-312026-01-08 BMY BRISTOL-MYERS SQUIBB CO6.2K shares-2.36%2025-12-312026-01-08 MCK MCKESSON CORP410 shares-1.91%2025-12-312026-01-08 VTV VANGUARD INDEX FDS1.7K shares4.43%2025-12-312026-01-08 VEA VANGUARD TAX-MANAGED FDS5.3K sharesnew addition2025-12-312026-01-08 TFC TRUIST FINL CORP6.7K shares0.54%2025-12-312026-01-08 ULST SSGA ACTIVE ETF TR8.0K shares-12.95%2025-12-312026-01-08 ITOT ISHARES TR2.1K shares17.02%2025-12-312026-01-08 XLY SELECT SECTOR SPDR TR2.5K shares139.83%2025-12-312026-01-08 NOC NORTHROP GRUMMAN CORP521 shares-98.00%2025-12-312026-01-08 ARKX ARK ETF TR10.2K shares0.00%2025-12-312026-01-08 CMS CMS ENERGY CORP4.0K shares-4.27%2025-12-312026-01-08 FNDF SCHWAB STRATEGIC TR6.2K shares0.00%2025-12-312026-01-08 HDV ISHARES TR2.3K shares1.33%2025-12-312026-01-08 CL COLGATE PALMOLIVE CO3.5K shares6.19%2025-12-312026-01-08 COFS CHOICEONE FINL SVCS INC9.3K shares0.00%2025-12-312026-01-08 JKHY HENRY JACK & ASSOC INC1.5K shares0.00%2025-12-312026-01-08 EVRG EVERGY INC3.7K shares-0.81%2025-12-312026-01-08 INTC INTEL CORP7.1K shares-10.20%2025-12-312026-01-08 CSX CSX CORP7.2K shares1.85%2025-12-312026-01-08 IDV ISHARES TR6.5K shares2.41%2025-12-312026-01-08 VEU VANGUARD INTL EQUITY INDEX F3.5K shares4.06%2025-12-312026-01-08 CRM SALESFORCE INC966 shares-12.10%2025-12-312026-01-08 CEFA GLOBAL X FDS6.9K shares0.00%2025-12-312026-01-08 LNT ALLIANT ENERGY CORP3.9K shares0.00%2025-12-312026-01-08 NUE NUCOR CORP1.5K shares0.73%2025-12-312026-01-08 SRLN SSGA ACTIVE ETF TR5.9K shares2.18%2025-12-312026-01-08 VZ VERIZON COMMUNICATIONS INC5.9K shares2.73%2025-12-312026-01-08 ATO ATMOS ENERGY CORP1.4K shares-0.14%2025-12-312026-01-08 BAPR INNOVATOR ETFS TRUST4.9K shares-76.24%2025-12-312026-01-08 QLD PROSHARES TR3.3K shares0.00%2025-12-312026-01-08 XBAP INNOVATOR ETFS TRUST6.0K shares-57.15%2025-12-312026-01-08 VYM VANGUARD WHITEHALL FDS1.6K shares-42.63%2025-12-312026-01-08 MNST MONSTER BEVERAGE CORP NEW2.9K sharesnew addition2025-12-312026-01-08 BSRR SIERRA BANCORP6.6K sharesnew addition2025-12-312026-01-08 IEF ISHARES TR2.1K sharesnew addition2025-12-312026-01-08 CEG CONSTELLATION ENERGY CORP582 sharesnew addition2025-12-312026-01-08 VBK VANGUARD INDEX FDS663 sharesnew addition2025-12-312026-01-08 MBS ANGEL OAK FUNDS TRUST11.1K shares-33.73%2025-12-312026-01-08 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available