The Analysis of GRIES FINANCIAL LLC's Holdings


Currently, GRIES FINANCIAL LLC holds 323 types of securities in its portfolio with a total value $632.7M. In the most recent quarter, they have increased their positions in GAUG (+760.3K shares, valued at $29.4M), JEPQ (+130.5K shares, valued at $7.5M), DYNF (+118.2K shares, valued at $7.0M); decreased their positions in GNOV (-612.8K shares, valued at $23.3M), GJAN (-75.9K shares, valued at $3.2M), ITOT (-19.9K shares, valued at $2.9M); initiated new positions in GAUG (+760.3K shares, valued at $29.4M), BAI (+129.1K shares, valued at $4.4M), USHY (+47.2K shares, valued at $1.8M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
IVV ISHARES TR116.1K shares0.39%2025-09-302025-10-22history
DYNF BLACKROCK ETF TRUST576.7K shares25.79%2025-09-302025-10-22history
GAUG FIRST TR EXCHNG TRADED FD VI760.3K sharesnew addition2025-09-302025-10-22history
QUAL ISHARES TR144.5K shares2.40%2025-09-302025-10-22history
BINC BLACKROCK ETF TRUST II416.1K shares9.77%2025-09-302025-10-22history
SPY SPDR S&P 500 ETF TR24.5K shares9.88%2025-09-302025-10-22history
TBIL RBB FD INC242.1K shares-11.69%2025-09-302025-10-22history
MSFT MICROSOFT CORP23.0K shares3.64%2025-09-302025-10-22history
Sponsored
JEPQ J P MORGAN EXCHANGE TRADED F204.0K shares177.35%2025-09-302025-10-22history
IYW ISHARES TR58.7K shares-4.01%2025-09-302025-10-22history
AAPL APPLE INC31.8K shares6.36%2025-09-302025-10-22history
MINT PIMCO ETF TR77.6K shares456.93%2025-09-302025-10-22history
NVDA NVIDIA CORPORATION41.0K shares1.98%2025-09-302025-10-22history
JEPI J P MORGAN EXCHANGE TRADED F132.5K shares66.00%2025-09-302025-10-22history
TLH ISHARES TR63.2K shares7.46%2025-09-302025-10-22history
VOO VANGUARD INDEX FDS10.2K shares-2.91%2025-09-302025-10-22history
Sponsored
MDY SPDR S&P MIDCAP 400 ETF TR10.2K shares-0.50%2025-09-302025-10-22history
IWM ISHARES TR23.4K shares0.36%2025-09-302025-10-22history
AMZN AMAZON COM INC25.0K shares2.03%2025-09-302025-10-22history
VTI VANGUARD INDEX FDS16.2K shares-0.11%2025-09-302025-10-22history
QQQ INVESCO QQQ TR8.5K shares10.79%2025-09-302025-10-22history
IJH ISHARES TR73.6K shares-0.06%2025-09-302025-10-22history
RSP INVESCO EXCHANGE TRADED FD T23.9K shares20.89%2025-09-302025-10-22history
BAI BLACKROCK ETF TRUST129.1K sharesnew addition2025-09-302025-10-22history
Sponsored
IBIT ISHARES BITCOIN TRUST ETF64.5K shares9.61%2025-09-302025-10-22history
ABBV ABBVIE INC17.4K shares0.76%2025-09-302025-10-22history
PG PROCTER AND GAMBLE CO25.9K shares4.04%2025-09-302025-10-22history
VWOB VANGUARD WHITEHALL FDS58.5K shares-3.14%2025-09-302025-10-22history
ETN EATON CORP PLC10.4K shares2.26%2025-09-302025-10-22history
CSX CSX CORP104.6K shares0.71%2025-09-302025-10-22history
LHX L3HARRIS TECHNOLOGIES INC12.0K shares0.85%2025-09-302025-10-22history
JNJ JOHNSON & JOHNSON19.7K shares1.15%2025-09-302025-10-22history
Sponsored
GOOGL ALPHABET INC14.9K shares9.71%2025-09-302025-10-22history
ITW ILLINOIS TOOL WKS INC13.1K shares-3.05%2025-09-302025-10-22history
GNOV FIRST TR EXCHNG TRADED FD VI89.6K shares-87.25%2025-09-302025-10-22history
BCSF BAIN CAP SPECIALTY FIN INC224.0K shares8.00%2025-09-302025-10-22history
CSCO CISCO SYS INC42.8K shares15.33%2025-09-302025-10-22history
FDX FEDEX CORP12.2K shares3.19%2025-09-302025-10-22history
AVGO BROADCOM INC8.4K shares5.83%2025-09-302025-10-22history
IWF ISHARES TR5.8K shares-0.31%2025-09-302025-10-22history
Sponsored
NOC NORTHROP GRUMMAN CORP4.4K shares1.89%2025-09-302025-10-22history
HSY HERSHEY CO14.4K shares8.35%2025-09-302025-10-22history
ORCL ORACLE CORP9.5K shares5.32%2025-09-302025-10-22history
JPM JPMORGAN CHASE & CO.8.4K shares25.77%2025-09-302025-10-22history
BAC BANK AMERICA CORP51.3K shares3.90%2025-09-302025-10-22history
PNC PNC FINL SVCS GROUP INC13.0K shares0.18%2025-09-302025-10-22history
IQLT ISHARES TR59.0K shares1.30%2025-09-302025-10-22history
BDX BECTON DICKINSON & CO13.5K shares75.89%2025-09-302025-10-22history
Sponsored
DGRO ISHARES TR36.5K shares0.00%2025-09-302025-10-22history
EFA ISHARES TR26.5K shares0.85%2025-09-302025-10-22history
NKE NIKE INC35.0K shares8.19%2025-09-302025-10-22history
CMCSA COMCAST CORP NEW77.7K shares-2.95%2025-09-302025-10-22history
PH PARKER-HANNIFIN CORP3.2K shares17.50%2025-09-302025-10-22history
CGBD CARLYLE SECURED LENDING INC187.8K shares-4.81%2025-09-302025-10-22history
CGDV CAPITAL GROUP DIVIDEND VALUE55.6K shares2.52%2025-09-302025-10-22history
BMY BRISTOL-MYERS SQUIBB CO50.4K shares1.45%2025-09-302025-10-22history
Sponsored
IWD ISHARES TR11.1K shares0.17%2025-09-302025-10-22history
VZ VERIZON COMMUNICATIONS INC51.3K shares1.43%2025-09-302025-10-22history
GOOG ALPHABET INC9.2K shares36.95%2025-09-302025-10-22history
BK BANK NEW YORK MELLON CORP20.3K shares12.31%2025-09-302025-10-22history
MDLZ MONDELEZ INTL INC35.3K shares3.82%2025-09-302025-10-22history
WEC WEC ENERGY GROUP INC19.2K shares3.35%2025-09-302025-10-22history
NFLX NETFLIX INC1.8K shares6.86%2025-09-302025-10-22history
ABT ABBOTT LABS16.2K shares0.68%2025-09-302025-10-22history
Sponsored
META META PLATFORMS INC2.9K shares14.07%2025-09-302025-10-22history
NEE NEXTERA ENERGY INC28.1K shares441.88%2025-09-302025-10-22history
CGGR CAPITAL GROUP GROWTH ETF48.2K shares1.85%2025-09-302025-10-22history
TROW PRICE T ROWE GROUP INC20.4K shares45.05%2025-09-302025-10-22history
ZBH ZIMMER BIOMET HOLDINGS INC21.1K shares30.41%2025-09-302025-10-22history
BMO BANK MONTREAL QUE15.8K shares-0.30%2025-09-302025-10-22history
MOAT VANECK ETF TRUST20.5K shares-1.70%2025-09-302025-10-22history
LMT LOCKHEED MARTIN CORP4.0K shares1.46%2025-09-302025-10-22history
Sponsored
PEP PEPSICO INC14.1K shares20.59%2025-09-302025-10-22history
EZU ISHARES INC30.6K shares1.17%2025-09-302025-10-22history
SJM SMUCKER J M CO16.9K shares6.10%2025-09-302025-10-22history
KO COCA COLA CO27.5K shares4.67%2025-09-302025-10-22history
USHY ISHARES TR47.2K sharesnew addition2025-09-302025-10-22history
ESS ESSEX PPTY TR INC6.6K shares0.85%2025-09-302025-10-22history
SPYM SPDR SERIES TRUST22.1K shares-14.38%2025-09-302025-10-22history
JBHT HUNT J B TRANS SVCS INC12.8K shares0.44%2025-09-302025-10-22history
Sponsored
SBUX STARBUCKS CORP20.2K shares21.74%2025-09-302025-10-22history
LRCX LAM RESEARCH CORP12.7K shares-5.55%2025-09-302025-10-22history
ATO ATMOS ENERGY CORP9.8K shares10.41%2025-09-302025-10-22history
COST COSTCO WHSL CORP NEW1.8K shares-1.36%2025-09-302025-10-22history
CL COLGATE PALMOLIVE CO20.7K shares-0.59%2025-09-302025-10-22history
MAA MID-AMER APT CMNTYS INC11.8K shares1.73%2025-09-302025-10-22history
SEIC SEI INVTS CO19.4K shares-35.06%2025-09-302025-10-22history
RTX RTX CORPORATION9.8K shares0.44%2025-09-302025-10-22history
Sponsored
DOX AMDOCS LTD19.7K shares2.07%2025-09-302025-10-22history
BRK.B BERKSHIRE HATHAWAY INC DEL3.1K shares2.26%2025-09-302025-10-22history
CI THE CIGNA GROUP5.4K shares-2.66%2025-09-302025-10-22history
EOG EOG RES INC13.8K shares-1.14%2025-09-302025-10-22history
CTSH COGNIZANT TECHNOLOGY SOLUTIO23.0K shares3.66%2025-09-302025-10-22history
FSK FS KKR CAP CORP103.2K shares14.86%2025-09-302025-10-22history
MMM 3M CO9.8K shares0.05%2025-09-302025-10-22history
AGG ISHARES TR15.0K shares-0.22%2025-09-302025-10-22history
Sponsored
CPT CAMDEN PPTY TR14.0K shares0.02%2025-09-302025-10-22history
FLOT ISHARES TR29.2K shares223.64%2025-09-302025-10-22history
IEFA ISHARES TR17.0K shares302.25%2025-09-302025-10-22history
IWR ISHARES TR15.1K shares-5.36%2025-09-302025-10-22history
MKC MCCORMICK & CO INC21.8K shares-2.19%2025-09-302025-10-22history
MA MASTERCARD INCORPORATED2.6K shares0.94%2025-09-302025-10-22history
KMB KIMBERLY-CLARK CORP11.7K shares-2.09%2025-09-302025-10-22history
MMC MARSH & MCLENNAN COS INC7.1K shares6.79%2025-09-302025-10-22history
Sponsored
LQD ISHARES TR12.7K shares-1.10%2025-09-302025-10-22history
VV VANGUARD INDEX FDS4.6K shares0.00%2025-09-302025-10-22history
PSA PUBLIC STORAGE OPER CO4.8K sharesnew addition2025-09-302025-10-22history
ICSH ISHARES TR27.0K shares17.16%2025-09-302025-10-22history
CVX CHEVRON CORP NEW8.7K shares13.64%2025-09-302025-10-22history
GJAN FIRST TR EXCHNG TRADED FD VI32.1K shares-70.25%2025-09-302025-10-22history
USMV ISHARES TR13.8K shares-1.10%2025-09-302025-10-22history
BFST BUSINESS FIRST BANCSHARES IN54.6K shares0.01%2025-09-302025-10-22history
Sponsored
THRO BLACKROCK ETF TRUST34.0K shares0.00%2025-09-302025-10-22history
DPZ DOMINOS PIZZA INC2.9K sharesnew addition2025-09-302025-10-22history
CUBE CUBESMART31.0K sharesnew addition2025-09-302025-10-22history
EMB ISHARES TR13.0K shares1.89%2025-09-302025-10-22history
DLB DOLBY LABORATORIES INC17.1K sharesnew addition2025-09-302025-10-22history
ICVT ISHARES TR12.3K shares-1.79%2025-09-302025-10-22history
LOW LOWES COS INC4.9K shares11.36%2025-09-302025-10-22history
VUG VANGUARD INDEX FDS2.6K shares33.89%2025-09-302025-10-22history
Sponsored
VGT VANGUARD WORLD FD1.6K shares0.00%2025-09-302025-10-22history
IWB ISHARES TR3.3K shares0.00%2025-09-302025-10-22history
MTUM ISHARES TR4.6K shares50.44%2025-09-302025-10-22history
VOOG VANGUARD ADMIRAL FDS INC2.6K shares0.00%2025-09-302025-10-22history
SCHD SCHWAB STRATEGIC TR41.6K shares4.99%2025-09-302025-10-22history
V VISA INC3.3K shares20.20%2025-09-302025-10-22history
XOM EXXON MOBIL CORP10.0K shares6.77%2025-09-302025-10-22history
LSTR LANDSTAR SYS INC9.0K shares0.58%2025-09-302025-10-22history
Sponsored
IBM INTERNATIONAL BUSINESS MACHS3.9K shares9.90%2025-09-302025-10-22history
OBDC BLUE OWL CAPITAL CORPORATION79.7K shares-1.34%2025-09-302025-10-22history
IVW ISHARES TR8.4K shares-0.77%2025-09-302025-10-22history
HD HOME DEPOT INC2.5K shares18.81%2025-09-302025-10-22history
IGRO ISHARES TR12.4K shares2.53%2025-09-302025-10-22history
EMR EMERSON ELEC CO7.5K shares6.09%2025-09-302025-10-22history
GS GOLDMAN SACHS GROUP INC1.2K shares111.31%2025-09-302025-10-22history
OTF BLUE OWL TECHNOLOGY FIN CORP65.2K shares248.19%2025-09-302025-10-22history
Sponsored
CTAS CINTAS CORP4.4K shares-7.26%2025-09-302025-10-22history
SPMO INVESCO EXCH TRADED FD TR II7.3K sharesnew addition2025-09-302025-10-22history
EWZ ISHARES INC28.5K shares0.31%2025-09-302025-10-22history
LLY ELI LILLY & CO1.1K shares-42.38%2025-09-302025-10-22history
MRK MERCK & CO INC10.3K shares10.29%2025-09-302025-10-22history
TMO THERMO FISHER SCIENTIFIC INC1.8K shares14.25%2025-09-302025-10-22history
MSCI MSCI INC1.5K shares-0.80%2025-09-302025-10-22history
GE GE AEROSPACE2.8K shares0.00%2025-09-302025-10-22history
Sponsored
PGR PROGRESSIVE CORP3.4K shares6.61%2025-09-302025-10-22history
CAT CATERPILLAR INC1.7K shares40.51%2025-09-302025-10-22history
ACWI ISHARES TR5.7K shares2.40%2025-09-302025-10-22history
EEM ISHARES TR14.7K shares1.29%2025-09-302025-10-22history
INTC INTEL CORP22.7K shares12.13%2025-09-302025-10-22history
TFLO ISHARES TR15.0K shares-3.36%2025-09-302025-10-22history
PFE PFIZER INC29.1K shares8.57%2025-09-302025-10-22history
VNQ VANGUARD INDEX FDS8.1K shares1.01%2025-09-302025-10-22history
Sponsored
VXF VANGUARD INDEX FDS3.5K shares0.00%2025-09-302025-10-22history
DE DEERE & CO1.6K shares13.94%2025-09-302025-10-22history
RBLX ROBLOX CORP5.2K shares-4.57%2025-09-302025-10-22history
VSS VANGUARD INTL EQUITY INDEX F4.9K shares0.00%2025-09-302025-10-22history
SHY ISHARES TR8.3K shares-1.80%2025-09-302025-10-22history
IWP ISHARES TR4.8K shares0.00%2025-09-302025-10-22history
XLE SELECT SECTOR SPDR TR7.5K shares-1.57%2025-09-302025-10-22history
BLK BLACKROCK INC576 shares6.67%2025-09-302025-10-22history
Sponsored
UMAR INNOVATOR ETFS TRUST16.5K shares0.00%2025-09-302025-10-22history
UAPR INNOVATOR ETFS TRUST19.7K shares0.00%2025-09-302025-10-22history
C CITIGROUP INC6.2K shares1.48%2025-09-302025-10-22history
IWO ISHARES TR1.9K shares0.00%2025-09-302025-10-22history
COF CAPITAL ONE FINL CORP2.9K shares20.52%2025-09-302025-10-22history
MRVL MARVELL TECHNOLOGY INC7.3K shares-2.06%2025-09-302025-10-22history
UNH UNITEDHEALTH GROUP INC1.7K shares7.75%2025-09-302025-10-22history
COWZ PACER FDS TR10.2K shares0.00%2025-09-302025-10-22history
Sponsored
IEMG ISHARES INC8.8K shares-0.52%2025-09-302025-10-22history
MO ALTRIA GROUP INC8.7K shares-16.12%2025-09-302025-10-22history
WMT WALMART INC5.6K shares40.01%2025-09-302025-10-22history
VTV VANGUARD INDEX FDS3.0K shares0.00%2025-09-302025-10-22history
COP CONOCOPHILLIPS6.0K shares5.27%2025-09-302025-10-22history
IFRA ISHARES TR10.4K shares0.00%2025-09-302025-10-22history
TSLA TESLA INC1.2K shares46.15%2025-09-302025-10-22history
BKNG BOOKING HOLDINGS INC98 shares-20.97%2025-09-302025-10-22history
Sponsored
NEAR ISHARES U S ETF TR10.1K shares0.00%2025-09-302025-10-22history
GSIE GOLDMAN SACHS ETF TR12.5K shares61.09%2025-09-302025-10-22history
CB CHUBB LIMITED1.8K shares7.96%2025-09-302025-10-22history
ANET ARISTA NETWORKS INC3.4K shares-1.38%2025-09-302025-10-22history
SCHW SCHWAB CHARLES CORP5.2K shares31.10%2025-09-302025-10-22history
VRSN VERISIGN INC1.7K shares-0.34%2025-09-302025-10-22history
GTES GATES INDL CORP PLC19.5K shares0.22%2025-09-302025-10-22history
TSM TAIWAN SEMICONDUCTOR MFG LTD1.7K shares0.00%2025-09-302025-10-22history
Sponsored
BXSL BLACKSTONE SECD LENDING FD18.2K shares0.00%2025-09-302025-10-22history
GM GENERAL MTRS CO7.5K shares3.27%2025-09-302025-10-22history
SNOW SNOWFLAKE INC2.0K shares-13.60%2025-09-302025-10-22history
NSC NORFOLK SOUTHN CORP1.5K shares18.72%2025-09-302025-10-22history
CRWD CROWDSTRIKE HLDGS INC919 shares-5.84%2025-09-302025-10-22history
MCD MCDONALDS CORP1.5K shares75.18%2025-09-302025-10-22history
SPOT SPOTIFY TECHNOLOGY S A632 shares-0.63%2025-09-302025-10-22history
XLK SELECT SECTOR SPDR TR1.6K shares-0.26%2025-09-302025-10-22history
Sponsored
CRM SALESFORCE INC1.8K shares6.83%2025-09-302025-10-22history
T AT&T INC15.3K shares-0.65%2025-09-302025-10-22history
CME CME GROUP INC1.6K shares-0.63%2025-09-302025-10-22history
GEV GE VERNOVA INC690 shares1.62%2025-09-302025-10-22history
VWO VANGUARD INTL EQUITY INDEX F7.6K shares2.22%2025-09-302025-10-22history
HOOD ROBINHOOD MKTS INC2.8K shares-0.43%2025-09-302025-10-22history
LYFT LYFT INC18.2K shares-8.31%2025-09-302025-10-22history
CPRT COPART INC8.7K shares3.59%2025-09-302025-10-22history
Sponsored
SCHX SCHWAB STRATEGIC TR14.8K shares0.00%2025-09-302025-10-22history
CFG CITIZENS FINL GROUP INC7.3K shares3.43%2025-09-302025-10-22history
IWN ISHARES TR2.2K shares0.23%2025-09-302025-10-22history
INCY INCYTE CORP4.5K shares-2.06%2025-09-302025-10-22history
AXS AXIS CAP HLDGS LTD3.9K shares0.85%2025-09-302025-10-22history
BNL BROADSTONE NET LEASE INC21.1K shares0.71%2025-09-302025-10-22history
VIG VANGUARD SPECIALIZED FUNDS1.7K shares46.50%2025-09-302025-10-22history
JMTG J P MORGAN EXCHANGE TRADED F7.3K shares-36.99%2025-09-302025-10-22history
Sponsored
GSEP FIRST TR EXCHNG TRADED FD VI9.7K shares0.00%2025-09-302025-10-22history
MS MORGAN STANLEY2.3K sharesnew addition2025-09-302025-10-22history
SDY SPDR SERIES TRUST2.6K shares0.00%2025-09-302025-10-22history
WFC WELLS FARGO CO NEW4.2K shares63.62%2025-09-302025-10-22history
VONV VANGUARD SCOTTSDALE FDS4.0K shares0.00%2025-09-302025-10-22history
TXN TEXAS INSTRS INC1.9K shares76.36%2025-09-302025-10-22history
MDT MEDTRONIC PLC3.7K shares19.78%2025-09-302025-10-22history
HEFA ISHARES TR8.8K shares-21.09%2025-09-302025-10-22history
Sponsored
VRT VERTIV HOLDINGS CO2.2K shares-29.86%2025-09-302025-10-22history
CIEN CIENA CORP2.3K sharesnew addition2025-09-302025-10-22history
PM PHILIP MORRIS INTL INC2.1K shares31.91%2025-09-302025-10-22history
DHR DANAHER CORPORATION1.7K shares19.97%2025-09-302025-10-22history
FHN FIRST HORIZON CORPORATION14.6K shares1.13%2025-09-302025-10-22history
TXRH TEXAS ROADHOUSE INC2.0K shares-4.94%2025-09-302025-10-22history
GJUN FIRST TR EXCHNG TRADED FD VI8.3K shares-42.87%2025-09-302025-10-22history
PANW PALO ALTO NETWORKS INC1.6K shares-6.13%2025-09-302025-10-22history
Sponsored
ADP AUTOMATIC DATA PROCESSING IN1.1K sharesnew addition2025-09-302025-10-22history
DIS DISNEY WALT CO2.8K shares31.65%2025-09-302025-10-22history
VHT VANGUARD WORLD FD1.2K shares0.00%2025-09-302025-10-22history
ITOT ISHARES TR2.2K shares-90.11%2025-09-302025-10-22history
KLAC KLA CORP291 shares2.83%2025-09-302025-10-22history
ULTA ULTA BEAUTY INC564 shares-0.88%2025-09-302025-10-22history
NTRA NATERA INC1.9K shares4.04%2025-09-302025-10-22history
TNL TRAVEL PLUS LEISURE CO5.1K shares-0.02%2025-09-302025-10-22history
Sponsored
XEL XCEL ENERGY INC3.7K shares4.55%2025-09-302025-10-22history
PNNT PENNANTPARK INVT CORP43.9K shares0.00%2025-09-302025-10-22history
GWRE GUIDEWIRE SOFTWARE INC1.3K shares0.63%2025-09-302025-10-22history
ECL ECOLAB INC1.1K shares-0.37%2025-09-302025-10-22history
APH AMPHENOL CORP NEW2.3K sharesnew addition2025-09-302025-10-22history
BAC-PL BANK AMERICA CORP227 shares0.00%2025-09-302025-10-22history
TRV TRAVELERS COMPANIES INC1.0K shares2.06%2025-09-302025-10-22history
IYH ISHARES TR4.9K shares0.57%2025-09-302025-10-22history
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SOFI SOFI TECHNOLOGIES INC10.9K sharesnew addition2025-09-302025-10-22history
MLM MARTIN MARIETTA MATLS INC458 shares11.17%2025-09-302025-10-22history
AMGN AMGEN INC1.0K sharesnew addition2025-09-302025-10-22history
VO VANGUARD INDEX FDS969 shares12.94%2025-09-302025-10-22history
RSG REPUBLIC SVCS INC1.2K shares-1.04%2025-09-302025-10-22history
NEA NUVEEN AMT FREE QLTY MUN INC24.9K shares0.00%2025-09-302025-10-22history
ROL ROLLINS INC4.8K shares0.84%2025-09-302025-10-22history
WDC WESTERN DIGITAL CORP2.3K sharesnew addition2025-09-302025-10-22history
Sponsored
A AGILENT TECHNOLOGIES INC2.2K shares-11.90%2025-09-302025-10-22history
FSEC FIDELITY MERRIMACK STR TR6.2K shares0.00%2025-09-302025-10-22history
ACN ACCENTURE PLC IRELAND1.1K sharesnew addition2025-09-302025-10-22history
CINF CINCINNATI FINL CORP1.7K shares0.35%2025-09-302025-10-22history
TPR TAPESTRY INC2.4K shares1.27%2025-09-302025-10-22history
FTI TECHNIPFMC PLC6.7K shares6.15%2025-09-302025-10-22history
NTRS NORTHERN TR CORP2.0K shares2.98%2025-09-302025-10-22history
TLT ISHARES TR3.0K shares-34.17%2025-09-302025-10-22history
Sponsored
PLTR PALANTIR TECHNOLOGIES INC1.4K sharesnew addition2025-09-302025-10-22history
EVRG EVERGY INC3.4K shares-1.75%2025-09-302025-10-22history
FLS FLOWSERVE CORP4.9K shares-6.33%2025-09-302025-10-22history
VEU VANGUARD INTL EQUITY INDEX F3.6K shares11.57%2025-09-302025-10-22history
GDEC FIRST TR EXCHNG TRADED FD VI6.9K shares0.00%2025-09-302025-10-22history
TFC TRUIST FINL CORP5.5K shares4.42%2025-09-302025-10-22history
SYK STRYKER CORPORATION679 sharesnew addition2025-09-302025-10-22history
SPIP SPDR SERIES TRUST9.5K shares-18.39%2025-09-302025-10-22history
Sponsored
DUK DUKE ENERGY CORP NEW2.0K shares7.91%2025-09-302025-10-22history
TJX TJX COS INC NEW1.7K sharesnew addition2025-09-302025-10-22history
DASH DOORDASH INC912 shares0.88%2025-09-302025-10-22history
PTY PIMCO CORPORATE & INCOME OPP17.2K sharesnew addition2025-09-302025-10-22history
AWI ARMSTRONG WORLD INDS INC NEW1.3K sharesnew addition2025-09-302025-10-22history
XLF SELECT SECTOR SPDR TR4.6K shares0.00%2025-09-302025-10-22history
VEA VANGUARD TAX-MANAGED FDS4.1K sharesnew addition2025-09-302025-10-22history
SPGP INVESCO EXCHANGE TRADED FD T2.1K shares0.00%2025-09-302025-10-22history
Sponsored
ADBE ADOBE INC689 shares29.03%2025-09-302025-10-22history
PSTG PURE STORAGE INC2.9K sharesnew addition2025-09-302025-10-22history
WWD WOODWARD INC947 shares-1.97%2025-09-302025-10-22history
NDSN NORDSON CORP1.1K sharesnew addition2025-09-302025-10-22history
SAP SAP SE888 shares0.00%2025-09-302025-10-22history
ZS ZSCALER INC788 shares5.49%2025-09-302025-10-22history
EXPE EXPEDIA GROUP INC1.1K sharesnew addition2025-09-302025-10-22history
LIN LINDE PLC493 sharesnew addition2025-09-302025-10-22history
Sponsored
MOH MOLINA HEALTHCARE INC1.2K sharesnew addition2025-09-302025-10-22history
VEEV VEEVA SYS INC782 shares7.12%2025-09-302025-10-22history
MEDP MEDPACE HLDGS INC450 sharesnew addition2025-09-302025-10-22history
MAS MASCO CORP3.3K sharesnew addition2025-09-302025-10-22history
ICOW PACER FDS TR6.3K shares0.00%2025-09-302025-10-22history
B BARRICK MNG CORP7.0K sharesnew addition2025-09-302025-10-22history
PYPL PAYPAL HLDGS INC3.4K shares13.16%2025-09-302025-10-22history
ALNY ALNYLAM PHARMACEUTICALS INC502 sharesnew addition2025-09-302025-10-22history
Sponsored
SSNC SS&C TECHNOLOGIES HLDGS INC2.6K shares-1.00%2025-09-302025-10-22history
TOL TOLL BROTHERS INC1.6K sharesnew addition2025-09-302025-10-22history
GSSC GOLDMAN SACHS ETF TR3.0K shares0.00%2025-09-302025-10-22history
OEF ISHARES TR678 shares-6.48%2025-09-302025-10-22history
ARKK ARK ETF TR2.6K sharesnew addition2025-09-302025-10-22history
PSX PHILLIPS 661.6K sharesnew addition2025-09-302025-10-22history
HWM HOWMET AEROSPACE INC1.1K shares-11.01%2025-09-302025-10-22history
DAL DELTA AIR LINES INC DEL3.9K sharesnew addition2025-09-302025-10-22history
Sponsored
KR KROGER CO3.3K shares7.53%2025-09-302025-10-22history
NTNX NUTANIX INC2.9K shares0.17%2025-09-302025-10-22history
BBY BEST BUY INC2.9K sharesnew addition2025-09-302025-10-22history
LDUR PIMCO ETF TR2.3K sharesnew addition2025-09-302025-10-22history
TFX TELEFLEX INCORPORATED1.8K sharesnew addition2025-09-302025-10-22history
VOT VANGUARD INDEX FDS735 shares0.00%2025-09-302025-10-22history
TRMB TRIMBLE INC2.6K shares-1.16%2025-09-302025-10-22history
PAVE GLOBAL X FDS4.5K sharesnew addition2025-09-302025-10-22history
Sponsored
DINO HF SINCLAIR CORP4.1K sharesnew addition2025-09-302025-10-22history
SYF SYNCHRONY FINANCIAL3.0K sharesnew addition2025-09-302025-10-22history
WAB WABTEC1.0K shares-7.75%2025-09-302025-10-22history
F FORD MTR CO17.4K shares25.01%2025-09-302025-10-22history
KMI KINDER MORGAN INC DEL7.3K shares6.58%2025-09-302025-10-22history
CNC CENTENE CORP DEL5.7K shares52.92%2025-09-302025-10-22history
UNP UNION PAC CORP859 sharesnew addition2025-09-302025-10-22history
EWBC EAST WEST BANCORP INC1.9K sharesnew addition2025-09-302025-10-22history
Sponsored
NVO NOVO-NORDISK A S3.6K shares0.00%2025-09-302025-10-22history
NDAQ NASDAQ INC2.3K sharesnew addition2025-09-302025-10-22history
ARE ALEXANDRIA REAL ESTATE EQ IN2.4K shares-27.03%2025-09-302025-10-22history
AMCR AMCOR PLC23.8K shares-10.72%2025-09-302025-10-22history
PGX INVESCO EXCH TRADED FD TR II16.0K shares1.07%2025-09-302025-10-22history
PCG PG&E CORP11.7K sharesnew addition2025-09-302025-10-22history
ADT ADT INC DEL17.0K shares33.87%2025-09-302025-10-22history
DNP DNP SELECT INCOME FD INC14.7K shares0.00%2025-09-302025-10-22history
Sponsored
EMD WESTERN ASSET EMERGING MKTS14.0K sharesnew addition2025-09-302025-10-22history
WIW WESTERN AST INFL LKD OPP & I16.1K shares0.00%2025-09-302025-10-22history
NWL NEWELL BRANDS INC12.4K shares-12.57%2025-09-302025-10-22history

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Put Option Holdings
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