The Analysis of Graney & King, LLC's Holdings & P&L


Currently, Graney & King, LLC holds 370 types of securities in its portfolio with a total value $185.5M. In the most recent quarter, they have increased their positions in JHMM (+103.9K shares, valued at $7.0M), GRID (+27.8K shares, valued at $4.5M), GPIX (+40.4K shares, valued at $2.0M); decreased their positions in EIPX (-121.9K shares, valued at $3.9M), SLYG (-5.4K shares, valued at $519.1K), SCHD (-12.1K shares, valued at $371.7K); initiated new positions in VGUS (+2.8K shares, valued at $212.4K), VSDM (+2.6K shares, valued at $200.1K), FXA (+1.8K shares, valued at $124.8K).


1M P&L
+5.2M+2.96%
3M P&L
-6.5M-3.45%
HY P&L
+3.2M+1.81%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A152.4M
91.2%
2Consumer Electronics2.2M
1.3%
3Software - Infrastructure1.2M
0.7%

Top Industries by Stock Count

1N/A130 stocks
40.5%
2Drug Manufacturers - General9 stocks
2.8%
3Software - Application9 stocks
2.8%
Stock Holdings
MGV
VANGUARD MEGA
3.33%
Shares174.2K
Event2026-03-31
Filed2026-05-18
GPIX
GOLDMAN SACHS
12.15%
Shares372.4K
Event2026-03-31
Filed2026-05-18
FBND
FIDELITY TOTAL
4.51%
Shares315.0K
Event2026-03-31
Filed2026-05-18
JHMM
JOHN HANCOCK
96.58%
Shares211.5K
Event2026-03-31
Filed2026-05-18
BBIN
JPMORGAN BETABUILDERS
10.06%
Shares148.3K
Event2026-03-31
Filed2026-05-18
SPYG
STATE STREET
7.38%
Shares95.4K
Event2026-03-31
Filed2026-05-18
SPLB
STATE STREET
4.39%
Shares376.2K
Event2026-03-31
Filed2026-05-18
ANGL
VANECK FALLEN
5.74%
Shares280.8K
Event2026-03-31
Filed2026-05-18
VLU
STATE STREET
3.43%
Shares36.3K
Event2026-03-31
Filed2026-05-18
QQQM
INVESCO NASDAQ
0.88%
Shares22.9K
Event2026-03-31
Filed2026-05-18
RDVY
FIRST TRUST
20.13%
Shares71.4K
Event2026-03-31
Filed2026-05-18
GRID
FIRST TRUST
3611.17%
Shares28.6K
Event2026-03-31
Filed2026-05-18
SLYG
STATE STREET
-10.46%
Shares46.0K
Event2026-03-31
Filed2026-05-18
BIV
VANGUARD INTERMEDIATE
2.32%
Shares48.4K
Event2026-03-31
Filed2026-05-18
VXUS
VANGUARD TOTAL
0.58%
Shares33.5K
Event2026-03-31
Filed2026-05-18
AAPL
APPLE INC
-0.16%
Shares8.2K
Event2026-03-31
Filed2026-05-18
VUG
VANGUARD GROWTH
9.92%
Shares3.6K
Event2026-03-31
Filed2026-05-18
VTV
VANGUARD VALUE
0.00%
Shares7.7K
Event2026-03-31
Filed2026-05-18
SPYV
STATE STREET
-0.99%
Shares22.5K
Event2026-03-31
Filed2026-05-18
VB
VANGUARD SMALL
8.19%
Shares4.7K
Event2026-03-31
Filed2026-05-18
GPIQ
GOLDMAN SACHS
1.13%
Shares24.6K
Event2026-03-31
Filed2026-05-18
VTI
VANGUARD TOTAL
-1.58%
Shares3.5K
Event2026-03-31
Filed2026-05-18
SLYV
STATE STREET
-2.99%
Shares12.0K
Event2026-03-31
Filed2026-05-18
MGK
VANGUARD MEGA
81.49%
Shares3.1K
Event2026-03-31
Filed2026-05-18
IUSG
ISHARES S&P
0.09%
Shares7.0K
Event2026-03-31
Filed2026-05-18
SPY
STATE STREET
0.26%
Shares1.5K
Event2026-03-31
Filed2026-05-18
SCHD
SCHWAB US
-27.93%
Shares31.3K
Event2026-03-31
Filed2026-05-18
IDEV
ISHARES CORE
0.00%
Shares11.1K
Event2026-03-31
Filed2026-05-18
NVDA
NVIDIA CORP
1.44%
Shares4.9K
Event2026-03-31
Filed2026-05-18
GE AEROSPACE
GE AEROSPACE
-0.65%
Shares2.9K
Event2026-03-31
Filed2026-05-18
VANGUARD S&P
VANGUARD S&P
0.08%
Shares1.3K
Event2026-03-31
Filed2026-05-18
META
META PLATFORMS
-1.42%
Shares1.2K
Event2026-03-31
Filed2026-05-18
VO
VANGUARD MID
0.00%
Shares2.4K
Event2026-03-31
Filed2026-05-18
MSFT
MICROSOFT CORP
-10.50%
Shares1.8K
Event2026-03-31
Filed2026-05-18
GEV
GE VERNOVA
-0.97%
Shares715
Event2026-03-31
Filed2026-05-18
OMFS
INVESCO RUSSELL
0.19%
Shares12.9K
Event2026-03-31
Filed2026-05-18
CEF
SPROTT PHYSICAL
0.00%
Shares12.1K
Event2026-03-31
Filed2026-05-18
NOBL
PROSHARES S&P
0.50%
Shares5.3K
Event2026-03-31
Filed2026-05-18
BERKSHIRE HATHAWAY
BERKSHIRE HATHAWAY
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-18
SPSM
STATE STREET
0.51%
Shares10.6K
Event2026-03-31
Filed2026-05-18
MUNY
VANGUARD NY
233.27%
Shares4.9K
Event2026-03-31
Filed2026-05-18
AMZN
AMAZON COM
0.00%
Shares2.4K
Event2026-03-31
Filed2026-05-18
OMFL
INVESCO RUSSELL
-1.67%
Shares7.2K
Event2026-03-31
Filed2026-05-18
XOM
EXXON MOBIL
-1.34%
Shares2.5K
Event2026-03-31
Filed2026-05-18
JSMD
JANUS DETROIT
-0.47%
Shares5.3K
Event2026-03-31
Filed2026-05-18
JNJ
JOHNSON & JOHNSON
0.13%
Shares1.6K
Event2026-03-31
Filed2026-05-18
ED
CONSOLIDATED EDISON
0.00%
Shares3.4K
Event2026-03-31
Filed2026-05-18
V
VISA INC
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-18
ISHARES GOLD
ISHARES GOLD
0.00%
Shares3.8K
Event2026-03-31
Filed2026-05-18
TSLA
TESLA INC
0.00%
Shares895
Event2026-03-31
Filed2026-05-18
VBK
VANGUARD SMALL
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-18
T
AT&T INC
0.03%
Shares11.2K
Event2026-03-31
Filed2026-05-18
VCSH
VANGUARD SHORT
462.63%
Shares3.8K
Event2026-03-31
Filed2026-05-18
NATIONAL GRID
NATIONAL GRID
1.41%
Shares3.4K
Event2026-03-31
Filed2026-05-18
PG
PROCTER & GAMBLE
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-18
JPM
JPMORGAN CHASE
-0.34%
Shares885
Event2026-03-31
Filed2026-05-18
ALPHABET INC
ALPHABET INC
1.35%
Shares899
Event2026-03-31
Filed2026-05-18
VBR
VANGUARD SMALL
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-18
NYF
ISHARES NEW YORK
-1.28%
Shares4.5K
Event2026-03-31
Filed2026-05-18
IVV
ISHARES CORE
0.28%
Shares359
Event2026-03-31
Filed2026-05-18
PUTNAM FRANKLIN
PUTNAM FRANKLIN
0.56%
Shares28.0K
Event2026-03-31
Filed2026-05-18
LHX
L3HARRIS TECHNOLOGIES
0.00%
Shares625
Event2026-03-31
Filed2026-05-18
CAT
CATERPILLAR INC
-1.95%
Shares302
Event2026-03-31
Filed2026-05-18
RECS
COLUMBIA RESEARCH
0.00%
Shares5.5K
Event2026-03-31
Filed2026-05-18
VGUS
VANGUARD ULTRA
New
Shares2.8K
Event2026-03-31
Filed2026-05-18
INTC
INTEL CORP
9.56%
Shares4.7K
Event2026-03-31
Filed2026-05-18
BA
BOEING COMPANY
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-18
VSDM
VANGUARD SHORT
New
Shares2.6K
Event2026-03-31
Filed2026-05-18
FTLS
FIRST TRUST
-4.80%
Shares2.8K
Event2026-03-31
Filed2026-05-18
TRST
TRUSTCO BANK
0.73%
Shares4.4K
Event2026-03-31
Filed2026-05-18
WMT
WALMART INC
0.52%
Shares1.5K
Event2026-03-31
Filed2026-05-18
PEP
PEPSICO INC
0.25%
Shares1.2K
Event2026-03-31
Filed2026-05-18
LLY
ELI LILLY
0.00%
Shares202
Event2026-03-31
Filed2026-05-18
VDC
VANGUARD CONSUMER
52.64%
Shares809
Event2026-03-31
Filed2026-05-18
VTWG
VANGUARD RUSSELL
0.00%
Shares776
Event2026-03-31
Filed2026-05-18
COST
COSTCO WHOLESALE
0.00%
Shares173
Event2026-03-31
Filed2026-05-18
SPSB
STATE STREET
0.24%
Shares5.7K
Event2026-03-31
Filed2026-05-18
ABBV
ABBVIE INC
0.68%
Shares740
Event2026-03-31
Filed2026-05-18
VTES
VANGUARD SHORT
0.00%
Shares1.6K
Event2026-03-31
Filed2026-05-18
ESGV
VANGUARD ESG
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-18
VCIT
VANGUARD INTERMEDIATE
0.17%
Shares1.8K
Event2026-03-31
Filed2026-05-18
SPYM
STATE STREET
-4.31%
Shares1.9K
Event2026-03-31
Filed2026-05-18
GSK PLC
GSK PLC
0.86%
Shares2.5K
Event2026-03-31
Filed2026-05-18
YUM
YUM BRANDS INC
0.00%
Shares861
Event2026-03-31
Filed2026-05-18
INVESCO QQQ
INVESCO QQQ
-30.49%
Shares228
Event2026-03-31
Filed2026-05-18
PANW
PALO ALTO
153.09%
Shares820
Event2026-03-31
Filed2026-05-18
SPDW
STATE STREET
0.00%
Shares2.8K
Event2026-03-31
Filed2026-05-18
FXA
INVESCO CURRENCYSHARES
New
Shares1.8K
Event2026-03-31
Filed2026-05-18
NFLX
NETFLIX INC
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-18
VUSB
VANGUARD ULTRA
-1.45%
Shares2.4K
Event2026-03-31
Filed2026-05-18
EIS
ISHARES MSCI
0.00%
Shares980
Event2026-03-31
Filed2026-05-18
SYK
STRYKER CORP
0.00%
Shares324
Event2026-03-31
Filed2026-05-18
SCHW
SCHWAB CHARLES
21.66%
Shares1.1K
Event2026-03-31
Filed2026-05-18
SPTS
STATE STREET
New
Shares3.6K
Event2026-03-31
Filed2026-05-18
JEPQ
JPMORGAN
-35.06%
Shares1.8K
Event2026-03-31
Filed2026-05-18
MAR
MARRIOTT INTL
0.00%
Shares296
Event2026-03-31
Filed2026-05-18
INDA
ISHARES MSCI
-25.24%
Shares2.0K
Event2026-03-31
Filed2026-05-18
XLK
STATE STREET
-3.00%
Shares680
Event2026-03-31
Filed2026-05-18
CVX
CHEVRON CORP
-6.47%
Shares434
Event2026-03-31
Filed2026-05-18
AXP
AMERICAN EXPRESS
0.00%
Shares293
Event2026-03-31
Filed2026-05-18
F
FORD MOTOR
0.13%
Shares7.7K
Event2026-03-31
Filed2026-05-18
EQWL
INVESCO S&P
-2.56%
Shares762
Event2026-03-31
Filed2026-05-18
HYMB
STATE STREET
New
Shares3.5K
Event2026-03-31
Filed2026-05-18
LPLA
LPL FINANCIAL
0.00%
Shares285
Event2026-03-31
Filed2026-05-18
TSM
TAIWAN SEMICONDUCTOR
0.00%
Shares252
Event2026-03-31
Filed2026-05-18
LNT
ALLIANT ENERGY
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-18
AEP
AMERICAN ELECTRIC
0.00%
Shares634
Event2026-03-31
Filed2026-05-18
RCL
ROYAL CARIBBEAN
0.00%
Shares300
Event2026-03-31
Filed2026-05-18
GSST
GOLDMAN SACHS
New
Shares1.6K
Event2026-03-31
Filed2026-05-18
KVUE
KENVUE INC
0.00%
Shares4.6K
Event2026-03-31
Filed2026-05-18
TGT
TARGET CORP
0.00%
Shares650
Event2026-03-31
Filed2026-05-18
IEF
ISHARES 7-10YR
0.63%
Shares797
Event2026-03-31
Filed2026-05-18
KNG
FIRST TRUST
0.00%
Shares1.5K
Event2026-03-31
Filed2026-05-18
WBD
WARNER BROS
0.00%
Shares2.6K
Event2026-03-31
Filed2026-05-18
L
LOEWS CORP
0.00%
Shares665
Event2026-03-31
Filed2026-05-18
VNQ
VANGUARD REAL
0.25%
Shares792
Event2026-03-31
Filed2026-05-18
SPMD
STATE STREET
2.96%
Shares1.2K
Event2026-03-31
Filed2026-05-18
COP
CONOCOPHILLIPS
0.78%
Shares519
Event2026-03-31
Filed2026-05-18
SLV
ISHARES SILVER
17.68%
Shares1.0K
Event2026-03-31
Filed2026-05-18
ARKK
ARK INNOVATION
0.00%
Shares998
Event2026-03-31
Filed2026-05-18
HLT
HILTON WORLDWIDE
0.00%
Shares213
Event2026-03-31
Filed2026-05-18
IVW
ISHARES S&P
-1.56%
Shares567
Event2026-03-31
Filed2026-05-18
GFS
GLOBALFOUNDRIES INC
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-18
VYM
VANGUARD HIGH
0.24%
Shares418
Event2026-03-31
Filed2026-05-18
QTUM
DEFIANCE QUANTUM
0.00%
Shares576
Event2026-03-31
Filed2026-05-18
GEHC
GE HEALTHCARE
0.00%
Shares865
Event2026-03-31
Filed2026-05-18
NEE
NEXTERA ENERGY
0.61%
Shares659
Event2026-03-31
Filed2026-05-18
IBM
INTL BUSINESS
0.00%
Shares243
Event2026-03-31
Filed2026-05-18
CRWD
CROWDSTRIKE HOLDINGS
0.00%
Shares150
Event2026-03-31
Filed2026-05-18
MCK
MCKESSON CORP
0.00%
Shares67
Event2026-03-31
Filed2026-05-18
JPLD
JPMORGAN LTD
New
Shares1.1K
Event2026-03-31
Filed2026-05-18
KMI
KINDER MORGAN
0.47%
Shares1.7K
Event2026-03-31
Filed2026-05-18
MFC
MANULIFE FINANCIAL
0.06%
Shares1.6K
Event2026-03-31
Filed2026-05-18
FVD
FIRST TRUST
0.59%
Shares1.2K
Event2026-03-31
Filed2026-05-18
DIA
STATE STREET
0.00%
Shares119
Event2026-03-31
Filed2026-05-18
BK
BANK NEW YORK
0.00%
Shares452
Event2026-03-31
Filed2026-05-18
ROBT
FIRST TRUST
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-18
REGN
REGENERON PHARMACEUTICAL
0.00%
Shares69
Event2026-03-31
Filed2026-05-18
AMGN
AMGEN INC
0.00%
Shares150
Event2026-03-31
Filed2026-05-18
XSHD
INVESCO S&P
0.00%
Shares4.0K
Event2026-03-31
Filed2026-05-18
BND
VANGUARD TOTAL
0.00%
Shares709
Event2026-03-31
Filed2026-05-18
PFE
PFIZER INC
0.54%
Shares1.8K
Event2026-03-31
Filed2026-05-18
VTWO
VANGUARD RUSSELL
0.00%
Shares517
Event2026-03-31
Filed2026-05-18
HD
HOME DEPOT
-3.11%
Shares156
Event2026-03-31
Filed2026-05-18
VEU
VANGUARD ALLWORLD
12.81%
Shares678
Event2026-03-31
Filed2026-05-18
VTEI
VANGUARD MUN
0.59%
Shares508
Event2026-03-31
Filed2026-05-18
FNDX
SCHWAB FUNDAMENTAL
0.05%
Shares1.8K
Event2026-03-31
Filed2026-05-18
GLW
CORNING INC
0.00%
Shares350
Event2026-03-31
Filed2026-05-18
PSX
PHILLIPS 66
0.79%
Shares256
Event2026-03-31
Filed2026-05-18
PRU
PRUDENTIAL FINANCIAL
0.21%
Shares474
Event2026-03-31
Filed2026-05-18
VSGX
VANGUARD ESG
0.16%
Shares626
Event2026-03-31
Filed2026-05-18
XCEM
COLUMBIA EM
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-18
ORCL
ORACLE CORP
New
Shares296
Event2026-03-31
Filed2026-05-18
NVMI
NOVA LTD
0.00%
Shares100
Event2026-03-31
Filed2026-05-18
XLP
STATE STREET
0.58%
Shares522
Event2026-03-31
Filed2026-05-18
GS
GOLDMAN SACHS
0.00%
Shares50
Event2026-03-31
Filed2026-05-18
IVE
ISHARES S&P
0.00%
Shares193
Event2026-03-31
Filed2026-05-18
UBER
UBER TECHNOLOGIES
648.00%
Shares561
Event2026-03-31
Filed2026-05-18
YUMC
YUM CHINA
0.00%
Shares806
Event2026-03-31
Filed2026-05-18
DIS
WALT DISNEY
0.00%
Shares402
Event2026-03-31
Filed2026-05-18
WY
WEYERHAEUSER CO
0.00%
Shares1.6K
Event2026-03-31
Filed2026-05-18
DAL
DELTA AIRLINES
0.00%
Shares566
Event2026-03-31
Filed2026-05-18
ALPHABET INC
ALPHABET INC
2.36%
Shares130
Event2026-03-31
Filed2026-05-18
FDL
FIRST TRUST
0.00%
Shares730
Event2026-03-31
Filed2026-05-18
FTNT
FORTINET INC
0.00%
Shares452
Event2026-03-31
Filed2026-05-18
UPS
UNITED PARCEL
0.00%
Shares375
Event2026-03-31
Filed2026-05-18
CW
CURTISS WRIGHT CORP DE
0.00%
Shares50
Event2026-03-31
Filed2026-05-18
VZ
VERIZON COMMUNICATIONS
-7.10%
Shares667
Event2026-03-31
Filed2026-05-18
IBIT
ISHARES BITCOIN
0.00%
Shares812
Event2026-03-31
Filed2026-05-18
AMD
ADVANCED MICRO
New
Shares150
Event2026-03-31
Filed2026-05-18
LH
LABCORP HOLDINGS
0.00%
Shares114
Event2026-03-31
Filed2026-05-18
ABNB
AIRBNB INC
0.00%
Shares240
Event2026-03-31
Filed2026-05-18
CRM
SALESFORCE INC
0.00%
Shares162
Event2026-03-31
Filed2026-05-18
AMT
AMERICAN TOWER
0.57%
Shares175
Event2026-03-31
Filed2026-05-18
HDB
HDFC BANK
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-18
ECL
ECOLAB INC
0.00%
Shares110
Event2026-03-31
Filed2026-05-18
AGNC
AGNC INVESTMENT
52.42%
Shares2.8K
Event2026-03-31
Filed2026-05-18
BAC
BANK AMERICA
0.00%
Shares567
Event2026-03-31
Filed2026-05-18
FTEC
FIDELITY MSCI
0.00%
Shares132
Event2026-03-31
Filed2026-05-18
LUV
SOUTHWEST AIRLINES
0.00%
Shares722
Event2026-03-31
Filed2026-05-18
SHOP
SHOPIFY INC
New
Shares227
Event2026-03-31
Filed2026-05-18
VRT
VERTIV HOLDINGS
0.00%
Shares107
Event2026-03-31
Filed2026-05-18
OXY
OCCIDENTAL PETROLEUM
0.49%
Shares411
Event2026-03-31
Filed2026-05-18
MO
ALTRIA GROUP
1.26%
Shares401
Event2026-03-31
Filed2026-05-18
INCO
COLUMBIA INDIA
0.00%
Shares480
Event2026-03-31
Filed2026-05-18
SBUX
STARBUCKS CORP
0.35%
Shares284
Event2026-03-31
Filed2026-05-18
JETS
U S GLOBAL
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-18
IJH
ISHARES CORE
-55.72%
Shares364
Event2026-03-31
Filed2026-05-18
HON
HONEYWELL INTL
0.94%
Shares107
Event2026-03-31
Filed2026-05-18
SBAC
SBA COMMUNICATIONS
0.00%
Shares140
Event2026-03-31
Filed2026-05-18
FXZ
FIRST TRUST
0.00%
Shares306
Event2026-03-31
Filed2026-05-18
DMLP
DORCHESTER MINERALS
0.00%
Shares855
Event2026-03-31
Filed2026-05-18
FLAGSTAR BANK
FLAGSTAR BANK
0.00%
Shares1.7K
Event2026-03-31
Filed2026-05-18
TMFC
MOTLEY FOOL
0.00%
Shares338
Event2026-03-31
Filed2026-05-18
H
HYATT HOTELS
0.00%
Shares152
Event2026-03-31
Filed2026-05-18
RTX
RTX CORP
0.00%
Shares113
Event2026-03-31
Filed2026-05-18
ACRES COMMERCIAL
ACRES COMMERCIAL
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-18
INVESCO S&P
INVESCO S&P
0.00%
Shares290
Event2026-03-31
Filed2026-05-18
CMG
CHIPOTLE MEXICAN
0.00%
Shares649
Event2026-03-31
Filed2026-05-18
CSCO
CISCO SYSTEMS
0.00%
Shares263
Event2026-03-31
Filed2026-05-18
HLN
HALEON PLC
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-18
APP
APPLOVIN CORP
0.00%
Shares50
Event2026-03-31
Filed2026-05-18
VTEC
VANGUARD TAX
0.50%
Shares201
Event2026-03-31
Filed2026-05-18
BIIB
BIOGEN INC
0.00%
Shares106
Event2026-03-31
Filed2026-05-18
LEN
LENNAR CORP
0.00%
Shares220
Event2026-03-31
Filed2026-05-18
RGEN
REPLIGEN CORP
0.00%
Shares160
Event2026-03-31
Filed2026-05-18
VGT
VANGUARD INFORMATION
0.00%
Shares27
Event2026-03-31
Filed2026-05-18
WAB
WABTEC
0.00%
Shares73
Event2026-03-31
Filed2026-05-18
CTVA
CORTEVA INC
0.00%
Shares217
Event2026-03-31
Filed2026-05-18
VTHR
VANGUARD RUSSELL
0.00%
Shares63
Event2026-03-31
Filed2026-05-18
PM
PHILIP MORRIS
1.00%
Shares101
Event2026-03-31
Filed2026-05-18
FE
FIRSTENERGY CORP
0.00%
Shares323
Event2026-03-31
Filed2026-05-18
POR
PORTLAND GENERAL
0.00%
Shares300
Event2026-03-31
Filed2026-05-18
RGLD
ROYAL GOLD
0.00%
Shares62
Event2026-03-31
Filed2026-05-18
MEDTRONIC PLC
MEDTRONIC PLC
0.56%
Shares179
Event2026-03-31
Filed2026-05-18
PH
PARKER-HANNIFIN CORP
0.00%
Shares17
Event2026-03-31
Filed2026-05-18
BKR
BAKER HUGHES
0.40%
Shares251
Event2026-03-31
Filed2026-05-18
IEFA
ISHARES CORE
0.00%
Shares154
Event2026-03-31
Filed2026-05-18
LMT
LOCKHEED MARTIN
0.00%
Shares23
Event2026-03-31
Filed2026-05-18
AWK
AMERICAN WATER
0.00%
Shares100
Event2026-03-31
Filed2026-05-18
MA
MASTERCARD INC
0.00%
Shares27
Event2026-03-31
Filed2026-05-18
HOG
HARLEY DAVIDSON
0.91%
Shares667
Event2026-03-31
Filed2026-05-18
DUKE ENERGY
DUKE ENERGY
0.00%
Shares100
Event2026-03-31
Filed2026-05-18
LOW
LOWES COMPANIES
0.00%
Shares55
Event2026-03-31
Filed2026-05-18
IJR
ISHARES CORE
-64.58%
Shares102
Event2026-03-31
Filed2026-05-18
CAVA
CAVA GROUP
0.00%
Shares154
Event2026-03-31
Filed2026-05-18
FV
FIRST TRUST
0.00%
Shares201
Event2026-03-31
Filed2026-05-18
GILD
GILEAD SCIENCES
0.00%
Shares87
Event2026-03-31
Filed2026-05-18
IGM
ISHARES EXPANDED
0.00%
Shares100
Event2026-03-31
Filed2026-05-18
VAW
VANGUARD MATERIALS
New
Shares52
Event2026-03-31
Filed2026-05-18
APLD
APPLIED DIGITAL
0.00%
Shares492
Event2026-03-31
Filed2026-05-18
BROADCOM INC
BROADCOM INC
0.00%
Shares37
Event2026-03-31
Filed2026-05-18
CROWN CASTLE
CROWN CASTLE
0.00%
Shares140
Event2026-03-31
Filed2026-05-18
BR
BROADRIDGE FINANCIAL
0.00%
Shares70
Event2026-03-31
Filed2026-05-18
KNF
KNIFE RIVER
New
Shares137
Event2026-03-31
Filed2026-05-18
ENB
ENBRIDGE INC
0.00%
Shares206
Event2026-03-31
Filed2026-05-18
PODD
INSULET CORP
0.00%
Shares50
Event2026-03-31
Filed2026-05-18
PLUG
PLUG POWER
0.00%
Shares4.6K
Event2026-03-31
Filed2026-05-18
SPHY
STATE STREET
-19.51%
Shares429
Event2026-03-31
Filed2026-05-18
MEDP
MEDPACE HOLDINGS
0.00%
Shares20
Event2026-03-31
Filed2026-05-18
RB GLOBAL
RB GLOBAL
0.00%
Shares100
Event2026-03-31
Filed2026-05-18
ITOT
ISHARES CORE
0.00%
Shares67
Event2026-03-31
Filed2026-05-18
VGSH
VANGUARD SHORT
0.00%
Shares155
Event2026-03-31
Filed2026-05-18
PLTR
PALANTIR TECHNOLOGIES
0.00%
Shares62
Event2026-03-31
Filed2026-05-18
DOW
DOW INC
0.00%
Shares217
Event2026-03-31
Filed2026-05-18
PFG
PRINCIPAL FINANCIAL
0.00%
Shares100
Event2026-03-31
Filed2026-05-18
GLD
SPDR GOLD
0.00%
Shares20
Event2026-03-31
Filed2026-05-18
SPBO
STATE STREET
-19.62%
Shares295
Event2026-03-31
Filed2026-05-18
IWM
ISHARES RUSSELL
0.00%
Shares34
Event2026-03-31
Filed2026-05-18
TTD
TRADE DESK
0.00%
Shares360
Event2026-03-31
Filed2026-05-18
KO
COCA COLA COMPANY
0.00%
Shares105
Event2026-03-31
Filed2026-05-18
UNH
UNITEDHEALTH GROUP
-54.10%
Shares28
Event2026-03-31
Filed2026-05-18
SNOW
SNOWFLAKE INC
0.00%
Shares50
Event2026-03-31
Filed2026-05-18
NVRI
ENVIRI CORP
0.00%
Shares375
Event2026-03-31
Filed2026-05-18
NVO
NOVO NORDISK
0.00%
Shares200
Event2026-03-31
Filed2026-05-18
SLM
SLM CORP
0.00%
Shares336
Event2026-03-31
Filed2026-05-18
GDX
VANECK GOLD
New
Shares76
Event2026-03-31
Filed2026-05-18
MARVELL TECHNOLOGY
MARVELL TECHNOLOGY
0.00%
Shares70
Event2026-03-31
Filed2026-05-18
BABA
ALIBABA GROUP
3.85%
Shares54
Event2026-03-31
Filed2026-05-18
PHO
INVESCO WATER
0.00%
Shares100
Event2026-03-31
Filed2026-05-18
KEY
KEYCORP NEW
0.00%
Shares324
Event2026-03-31
Filed2026-05-18
ELF
E L F BEAUTY
0.00%
Shares100
Event2026-03-31
Filed2026-05-18
MERCK & COMPANY
MERCK & COMPANY
2.04%
Shares50
Event2026-03-31
Filed2026-05-18
QNITY ELECTRONICS
QNITY ELECTRONICS
0.00%
Shares51
Event2026-03-31
Filed2026-05-18
IFF
INTL FLAVOR & FRAGRANCE
0.00%
Shares81
Event2026-03-31
Filed2026-05-18
RBLX
ROBLOX CORP
0.00%
Shares100
Event2026-03-31
Filed2026-05-18
CHMG
CHEMUNG FINANCIAL
0.00%
Shares105
Event2026-03-31
Filed2026-05-18
SE
SEA LTD
0.00%
Shares65
Event2026-03-31
Filed2026-05-18
GBTC
GRAYSCALE BITCOIN
0.00%
Shares100
Event2026-03-31
Filed2026-05-18
BP
BP PLC
0.00%
Shares106
Event2026-03-31
Filed2026-05-18
DECK
DECKERS OUTDOOR
0.00%
Shares48
Event2026-03-31
Filed2026-05-18
OEF
ISHARES S&P
0.00%
Shares15
Event2026-03-31
Filed2026-05-18
DOCU
DOCUSIGN INC
0.00%
Shares100
Event2026-03-31
Filed2026-05-18
DUPONT DE
DUPONT DE
0.00%
Shares103
Event2026-03-31
Filed2026-05-18
INCY
INCYTE CORP
0.00%
Shares50
Event2026-03-31
Filed2026-05-18
HXL
HEXCEL CORP NEW
0.00%
Shares57
Event2026-03-31
Filed2026-05-18
EBAY
EBAY INC
0.00%
Shares50
Event2026-03-31
Filed2026-05-18
JBLU
JETBLUE AIRWAYS
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-18
COIN
COINBASE GLOBAL
0.00%
Shares25
Event2026-03-31
Filed2026-05-18
SCHX
SCHWAB US
0.63%
Shares161
Event2026-03-31
Filed2026-05-18
VTEB
VANGUARD MUNICIPAL
1.25%
Shares81
Event2026-03-31
Filed2026-05-18
NUE
NUCOR CORP
0.00%
Shares23
Event2026-03-31
Filed2026-05-18
IHAK
ISHARES CYBERSECURITY
New
Shares88
Event2026-03-31
Filed2026-05-18
NLR
VANECK URANIUM
0.00%
Shares29
Event2026-03-31
Filed2026-05-18
HOLX
HOLOGIC INC
0.00%
Shares50
Event2026-03-31
Filed2026-05-18
AIG
AMERICAN INTL
0.00%
Shares50
Event2026-03-31
Filed2026-05-18
CARR
CARRIER GLOBAL
1.61%
Shares63
Event2026-03-31
Filed2026-05-18
IWF
ISHARES RUSSELL
New
Shares8
Event2026-03-31
Filed2026-05-18
CITIGROUP INC
CITIGROUP INC
0.00%
Shares30
Event2026-03-31
Filed2026-05-18
ZM
ZOOM COMMUNICATIONS
0.00%
Shares40
Event2026-03-31
Filed2026-05-18
EIPX
FIRST TRUST
-99.92%
Shares98
Event2026-03-31
Filed2026-05-18
MRP
MILLROSE PPTYS
0.00%
Shares112
Event2026-03-31
Filed2026-05-18
DRAFTKINGS INC
DRAFTKINGS INC
0.00%
Shares136
Event2026-03-31
Filed2026-05-18
BE
BLOOM ENERGY
0.00%
Shares21
Event2026-03-31
Filed2026-05-18
FNDE
SCHWAB FUNDAMENTAL
0.00%
Shares73
Event2026-03-31
Filed2026-05-18
NAVI
NAVIENT CORP
0.00%
Shares336
Event2026-03-31
Filed2026-05-18
MU
MICRON TECHNOLOGY INC
New
Shares8
Event2026-03-31
Filed2026-05-18
SCHP
SCHWAB US
13.48%
Shares101
Event2026-03-31
Filed2026-05-18
HOOD
ROBINHOOD MARKETS
0.00%
Shares38
Event2026-03-31
Filed2026-05-18
CCL
CARNIVAL CORP
0.00%
Shares100
Event2026-03-31
Filed2026-05-18
RF
REGIONS FINANCIAL
0.00%
Shares97
Event2026-03-31
Filed2026-05-18
JBTM
JBT MAREL
0.00%
Shares19
Event2026-03-31
Filed2026-05-18
OTIS
OTIS WORLDWIDE
0.00%
Shares31
Event2026-03-31
Filed2026-05-18
FNDF
SCHWAB FUNDAMENTAL
0.00%
Shares49
Event2026-03-31
Filed2026-05-18
VTRS
VIATRIS INC
0.57%
Shares176
Event2026-03-31
Filed2026-05-18
SMH
VANECK SEMICONDUCTOR
New
Shares6
Event2026-03-31
Filed2026-05-18
SCHA
SCHWAB US
0.00%
Shares77
Event2026-03-31
Filed2026-05-18
U
UNITY SOFTWARE
0.00%
Shares100
Event2026-03-31
Filed2026-05-18
SNDA
SONIDA SENIOR
New
Shares68
Event2026-03-31
Filed2026-05-18
CVS
CVS HEALTH
0.00%
Shares30
Event2026-03-31
Filed2026-05-18
HPE
HEWLETT PACKARD
0.00%
Shares90
Event2026-03-31
Filed2026-05-18
374WATER INC
374WATER INC
0.00%
Shares750
Event2026-03-31
Filed2026-05-18
SCHM
SCHWAB US
0.00%
Shares66
Event2026-03-31
Filed2026-05-18
SOLSTICE ADVANCED
SOLSTICE ADVANCED
0.00%
Shares26
Event2026-03-31
Filed2026-05-18
RIVN
RIVIAN AUTOMOTIVE
0.00%
Shares129
Event2026-03-31
Filed2026-05-18
XRT
STATE STREET
-40.00%
Shares24
Event2026-03-31
Filed2026-05-18
SPIP
STATE STREET
-19.57%
Shares74
Event2026-03-31
Filed2026-05-18
HP INC
HP INC
1.04%
Shares97
Event2026-03-31
Filed2026-05-18
DJT
TRUMP MEDIA
0.00%
Shares200
Event2026-03-31
Filed2026-05-18
FMC
FMC CORP
0.00%
Shares106
Event2026-03-31
Filed2026-05-18
FNDA
SCHWAB FUNDAMENTAL
0.00%
Shares56
Event2026-03-31
Filed2026-05-18
NDAQ
NASDAQ INC
New
Shares21
Event2026-03-31
Filed2026-05-18
UNITI GROUP
UNITI GROUP
0.00%
Shares183
Event2026-03-31
Filed2026-05-18
SCHF
SCHWAB INTL
0.00%
Shares63
Event2026-03-31
Filed2026-05-18
FNDC
SCHWAB FUNDAMENTAL
0.00%
Shares34
Event2026-03-31
Filed2026-05-18
EWY
ISHARES MSCI
New
Shares12
Event2026-03-31
Filed2026-05-18
CSGP
COSTAR GROUP INC
0.00%
Shares35
Event2026-03-31
Filed2026-05-18
D
DOMINION ENERGY
0.00%
Shares22
Event2026-03-31
Filed2026-05-18
BYND
BEYOND MEAT
4000.00%
Shares1.8K
Event2026-03-31
Filed2026-05-18
CNO
CNO FINANCIAL
0.00%
Shares31
Event2026-03-31
Filed2026-05-18
BHF
BRIGHTHOUSE FINANCIAL
31.25%
Shares21
Event2026-03-31
Filed2026-05-18
CMCSA
COMCAST CORP
0.00%
Shares42
Event2026-03-31
Filed2026-05-18
SWIM
LATHAM GROUP
0.00%
Shares200
Event2026-03-31
Filed2026-05-18
ABTC
AMERICAN BITCOIN
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-18
TOTL
STATE STREET
New
Shares26
Event2026-03-31
Filed2026-05-18
IXJ
ISHARES GLOBAL
0.00%
Shares10
Event2026-03-31
Filed2026-05-18
SCHE
SCHWAB EMERGING
0.00%
Shares28
Event2026-03-31
Filed2026-05-18
KFRC
KFORCE INC
0.00%
Shares30
Event2026-03-31
Filed2026-05-18
GLDM
SPDR GOLD
New
Shares9
Event2026-03-31
Filed2026-05-18
SCHC
SCHWAB INTL
0.00%
Shares17
Event2026-03-31
Filed2026-05-18
AVAV
AEROVIRONMENT INC
0.00%
Shares4
Event2026-03-31
Filed2026-05-18
KTOS
KRATOS DEFENSE
0.00%
Shares10
Event2026-03-31
Filed2026-05-18
KD
KYNDRYL HOLDINGS
0.00%
Shares48
Event2026-03-31
Filed2026-05-18
GRAYSCALE BITCOIN
GRAYSCALE BITCOIN
0.00%
Shares20
Event2026-03-31
Filed2026-05-18
MET
METLIFE INC
0.00%
Shares8
Event2026-03-31
Filed2026-05-18
CIGNA GROUP
CIGNA GROUP
0.00%
Shares2
Event2026-03-31
Filed2026-05-18
EFV
ISHARES MSCI
New
Shares7
Event2026-03-31
Filed2026-05-18
FITE
STATE STREET
0.00%
Shares6
Event2026-03-31
Filed2026-05-18
EMTL
STATE STREET
New
Shares11
Event2026-03-31
Filed2026-05-18
SNPS
SYNOPSYS INC
New
Shares1
Event2026-03-31
Filed2026-05-18
VNQI
VANGUARD GLOBAL
0.00%
Shares9
Event2026-03-31
Filed2026-05-18
LEN.B
LENNAR CORP
0.00%
Shares4
Event2026-03-31
Filed2026-05-18
SCHH
SCHWAB US
0.00%
Shares14
Event2026-03-31
Filed2026-05-18
HYLB
XTRACKERS USD
0.00%
Shares6
Event2026-03-31
Filed2026-05-18
AVA
AVISTA CORP
0.00%
Shares5
Event2026-03-31
Filed2026-05-18
TLH
ISHARES 10-20YR
New
Shares2
Event2026-03-31
Filed2026-05-18
NOG
NORTHERN OIL
0.00%
Shares4
Event2026-03-31
Filed2026-05-18
SAN
BANCO SANTANDER
0.00%
Shares10
Event2026-03-31
Filed2026-05-18
REE AUTOMOTIVE
REE AUTOMOTIVE
0.00%
Shares165
Event2026-03-31
Filed2026-05-18
OGN
ORGANON & CO
0.00%
Shares12
Event2026-03-31
Filed2026-05-18
DXC
DXC TECHNOLOGY
0.00%
Shares5
Event2026-03-31
Filed2026-05-18
BLNK
BLINK CHARGING
0.00%
Shares100
Event2026-03-31
Filed2026-05-18
VIRGIN GALACTIC
VIRGIN GALACTIC
0.00%
Shares22
Event2026-03-31
Filed2026-05-18
SIRIUSXM HOLDINGS
SIRIUSXM HOLDINGS
0.00%
Shares2
Event2026-03-31
Filed2026-05-18
NATL
NCR ATLEOS
0.00%
Shares1
Event2026-03-31
Filed2026-05-18
VERSANT MEDIA
VERSANT MEDIA
New
Shares1
Event2026-03-31
Filed2026-05-18
SOLUNA HOLDINGS
SOLUNA HOLDINGS
0.00%
Shares42
Event2026-03-31
Filed2026-05-18
RIOT
RIOT PLATFORMS
0.00%
Shares2
Event2026-03-31
Filed2026-05-18
VYX
NCR VOYIX
0.00%
Shares3
Event2026-03-31
Filed2026-05-18
LAC
LITHIUM AMERS
New
Shares3
Event2026-03-31
Filed2026-05-18

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Graney & King, LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo