The Analysis of IAG Wealth Partners, LLC's Holdings
Currently, IAG Wealth Partners, LLC holds 526 types of securities in its portfolio with a total value $832.5M. In the most recent quarter, they have increased their positions in CTA (+776.3K shares, valued at $21.7M), MMIT (+674.2K shares, valued at $16.4M), JBND (+188.4K shares, valued at $10.2M); decreased their positions in SPYM (-231.6K shares, valued at $18.1M), HTAB (-785.0K shares, valued at $15.0M), GSLC (-20.9K shares, valued at $2.7M); initiated new positions in CTA (+776.3K shares, valued at $21.7M), IWY (+37.2K shares, valued at $10.2M), DGICA (+9.9K shares, valued at $191.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
JBND JPMORGAN ACTIVE1.2M shares19.00%2025-09-302025-11-12
SPYM SPDR PORTFOLIO814.5K shares-22.14%2025-09-302025-11-12 GSLC GOLDMAN SACHS339.9K shares-5.79%2025-09-302025-11-12 MMIT NYLI MACKAY1.7M shares67.48%2025-09-302025-11-12 AVIV AVANTIS INTL550.0K shares1.96%2025-09-302025-11-12 DLN WISDOMTREE U S393.9K shares-1.07%2025-09-302025-11-12 IVV ISHARES CORE40.9K shares-6.32%2025-09-302025-11-12 DIVB ISHARES CORE517.4K shares0.86%2025-09-302025-11-12 DON WISDOMTREE U S485.3K shares3.12%2025-09-302025-11-12 GSIE GOLDMAN SACHS610.3K shares-2.68%2025-09-302025-11-12 VUG VANGUARD GROWTH48.8K shares-0.36%2025-09-302025-11-12 CTA SIMPLIFY MANAGED776.3K sharesnew addition2025-09-302025-11-12 PULS PGIM ULTRA425.5K shares3.03%2025-09-302025-11-12 PWV INVESCO LARGE316.9K shares2.22%2025-09-302025-11-12 JMUB JPMORGAN388.1K shares18.89%2025-09-302025-11-12 HAP VANECK NATURAL338.5K shares0.49%2025-09-302025-11-12 IMCG ISHARES MORNINGSTAR210.7K shares7.86%2025-09-302025-11-12 AVDE AVANTIS INTL202.5K shares2.68%2025-09-302025-11-12 SPDW SPDR DEVELOPED368.7K shares1.71%2025-09-302025-11-12 SPTM SPDR PORTFOLIO187.4K shares2.18%2025-09-302025-11-12 DBMF IMGP DBI535.9K shares29.28%2025-09-302025-11-12 RECS COLUMBIA RESEARCH305.1K shares2.87%2025-09-302025-11-12 SPMD SPDR PORTFOLIO213.8K shares4.23%2025-09-302025-11-12 SPYG SPDR PORTFOLIO112.9K shares-3.16%2025-09-302025-11-12 DGRW WISDOMTREE US114.6K shares4.70%2025-09-302025-11-12 IWY ISHARES RUSSELL37.2K sharesnew addition2025-09-302025-11-12 CWI SPDR MSCI287.3K shares-4.94%2025-09-302025-11-12 VIG VANGUARD DIVIDEND32.5K shares-6.04%2025-09-302025-11-12 MDYV SPDR SERIES82.1K shares-1.12%2025-09-302025-11-12 SPAB SPDR AGGREGATE255.0K shares11.77%2025-09-302025-11-12 GUNR FLEXSHARES MORNINGSTAR149.5K shares12.91%2025-09-302025-11-12 SPYV SPDR PORTFOLIO107.7K shares-1.49%2025-09-302025-11-12 SPSM SPDR PORTFOLIO125.5K shares3.84%2025-09-302025-11-12 SPHQ INVESCO S&P72.8K shares-11.72%2025-09-302025-11-12 DFAE DIMENSIONAL EMERGING161.9K shares-0.19%2025-09-302025-11-12 BBSC JPMORGAN67.2K shares0.55%2025-09-302025-11-12 AVEM AVANTIS EMERGING65.7K shares4.67%2025-09-302025-11-12 RODM HARTFORD MULTIFACTOR125.9K shares-6.24%2025-09-302025-11-12 MDYG SPDR SERIES45.8K shares2.77%2025-09-302025-11-12 PYLD PIMCO ENHANCED154.8K shares10.74%2025-09-302025-11-12 GNR SPDR S&P67.2K shares-0.30%2025-09-302025-11-12 ISCG ISHARES MORNINGSTAR72.9K shares5.12%2025-09-302025-11-12 FMDE FIDELITY ENHANCED105.3K shares9.10%2025-09-302025-11-12 HTAB HARTFORD SCHRODERS173.1K shares-81.93%2025-09-302025-11-12 NBCM NEUBERGER BERMAN137.6K shares10.51%2025-09-302025-11-12 FESM FIDELITY COVINGTON87.3K shares9.74%2025-09-302025-11-12 FLQM FRANKLIN US56.2K shares20.74%2025-09-302025-11-12 DFIS DIMENSIONAL INTL93.3K shares8.51%2025-09-302025-11-12 JHMM JOHN HANCOCK44.9K shares-7.71%2025-09-302025-11-12 CSB VICTORYSHARES US47.8K shares8.71%2025-09-302025-11-12 BBUS JPMORGAN BETABUILDERS21.4K shares-4.58%2025-09-302025-11-12 JSMD JANUS DETROIT30.3K shares-2.54%2025-09-302025-11-12 BRK.B BERKSHIRE HATHAWAY4.8K shares-0.48%2025-09-302025-11-12 HELO JPMORGAN HEDGED32.4K shares3.49%2025-09-302025-11-12 AVDV AVANTIS INTL23.3K shares-1.22%2025-09-302025-11-12 SPEM SPDR EMERGING43.7K shares6.26%2025-09-302025-11-12 AAPL APPLE INC6.9K shares-2.96%2025-09-302025-11-12 SMLV SPDR SSGA12.8K shares-3.64%2025-09-302025-11-12 JMST JPMORGAN28.2K shares-44.84%2025-09-302025-11-12 PBUS INVESCO MSCI20.8K shares-4.69%2025-09-302025-11-12 VTI VANGUARD TOTAL4.2K shares-2.18%2025-09-302025-11-12 JNJ JOHNSON & JOHNSON7.3K shares-1.33%2025-09-302025-11-12 DES WISDOMTREE U S40.1K shares-0.49%2025-09-302025-11-12 SJNK SPDR BLOOMBERG52.0K shares10.38%2025-09-302025-11-12 VOO VANGUARD S&P2.1K shares0.00%2025-09-302025-11-12 WEC WEC ENERGY10.7K shares75.83%2025-09-302025-11-12 MSFT MICROSOFT CORP2.3K shares5.71%2025-09-302025-11-12 SCHM SCHWAB US39.3K shares-0.98%2025-09-302025-11-12 SPGM SPDR MSCI15.1K shares1.36%2025-09-302025-11-12 BBMC JPMORGAN BETABUILDERS9.1K shares0.53%2025-09-302025-11-12 NVDA NVIDIA CORP5.0K shares0.00%2025-09-302025-11-12 CGGE CAPITAL GROUP29.5K shares1.38%2025-09-302025-11-12 NUMG NUVEEN ESG17.2K shares-1.15%2025-09-302025-11-12 VWO VANGUARD FSTE15.2K shares-0.88%2025-09-302025-11-12 SLYV SPDR S&P9.2K shares0.32%2025-09-302025-11-12 VSS VANGUARD FTSE5.6K shares-4.74%2025-09-302025-11-12 QQQ INVESCO QQQ1.2K shares-4.43%2025-09-302025-11-12 GEM GOLDMAN SACHS17.6K shares3.00%2025-09-302025-11-12 JSML JANUS DETROIT9.0K shares-1.75%2025-09-302025-11-12 IWM ISHARES RUSSELL2.7K shares-2.66%2025-09-302025-11-12 IWF ISHARES RUSSELL1.3K shares-3.66%2025-09-302025-11-12 ORCL ORACLE CORP1.8K shares8.41%2025-09-302025-11-12 USFR WISDOMTREE FLOATING8.8K shares-26.37%2025-09-302025-11-12 SLYG SPDR SERIES4.6K shares0.90%2025-09-302025-11-12 IJH ISHARES CORE6.5K shares-10.66%2025-09-302025-11-12 HD HOME DEPOT1.0K shares3.12%2025-09-302025-11-12 MTUM ISHARES MSCI1.6K shares-11.74%2025-09-302025-11-12 AMZN AMAZON COM1.7K shares-4.40%2025-09-302025-11-12 VB VANGUARD SMALL1.5K shares-8.13%2025-09-302025-11-12 IBIT ISHARES BITCOIN5.8K shares253.97%2025-09-302025-11-12 FVD FIRST TRUST8.1K shares0.00%2025-09-302025-11-12 SPY SPDR S&P554 shares-10.50%2025-09-302025-11-12 VTV VANGUARD VALUE1.9K shares-3.00%2025-09-302025-11-12 VNLA JANUS HENDERSON7.3K shares-78.00%2025-09-302025-11-12 JPM JPMORGAN CHASE1.1K shares-2.98%2025-09-302025-11-12 LLY ELI LILLY462 shares6.94%2025-09-302025-11-12 JCI JOHNSON CONTROLS3.2K shares0.00%2025-09-302025-11-12 SPSB SPDR PORTFOLIO11.1K shares2.24%2025-09-302025-11-12 IJR ISHARES CORE2.7K shares2.19%2025-09-302025-11-12 COST COSTCO WHOLESALE328 shares-12.53%2025-09-302025-11-12 ARTY ISHARES FUTURE6.5K shares45.30%2025-09-302025-11-12 SCHX SCHWAB US10.9K shares0.00%2025-09-302025-11-12 DLS WISDOMTREE INTL3.6K shares0.00%2025-09-302025-11-12 SUSA ISHARES ESG2.0K shares-1.17%2025-09-302025-11-12 GLD SPDR GOLD762 shares1.74%2025-09-302025-11-12 SCHV SCHWAB US9.0K shares0.00%2025-09-302025-11-12 DBEF XTRACKERS MSCI5.5K shares-13.99%2025-09-302025-11-12 AVGO BROADCOM INC753 shares38.67%2025-09-302025-11-12 NEE NEXTERA ENERGY3.2K shares0.00%2025-09-302025-11-12 GOOG ALPHABET INC985 shares0.00%2025-09-302025-11-12 KO COCA COLA COMPANY3.6K shares0.08%2025-09-302025-11-12 CVX CHEVRON CORP1.5K shares0.39%2025-09-302025-11-12 MDY SPDR S&P392 shares0.00%2025-09-302025-11-12 FEX FIRST TRUST2.0K shares0.00%2025-09-302025-11-12 CAT CATERPILLAR INC453 shares-1.95%2025-09-302025-11-12 TSLA TESLA INC454 shares-11.50%2025-09-302025-11-12 GTO INVESCO TOTAL4.2K shares-36.96%2025-09-302025-11-12 META META PLATFORMS272 shares21.97%2025-09-302025-11-12 DE DEERE & CO428 shares0.00%2025-09-302025-11-12 DGICA DONEGAL GROUP9.9K sharesnew addition2025-09-302025-11-12 IYW ISHARES TECHNOLOGY978 shares0.00%2025-09-302025-11-12 ET ENERGY TRANSFER10.9K shares-3.37%2025-09-302025-11-12 MLPX GLOBAL X2.9K shares0.00%2025-09-302025-11-12 LNT ALLIANT ENERGY2.7K shares0.00%2025-09-302025-11-12 IWD ISHARES RUSSELL879 shares0.00%2025-09-302025-11-12 V VISA INC495 shares25.00%2025-09-302025-11-12 ABBV ABBVIE INC728 shares-36.64%2025-09-302025-11-12 MCD MCDONALDS CORP547 shares0.18%2025-09-302025-11-12 NOC NORTHROP GRUMMAN271 shares0.00%2025-09-302025-11-12 WPC W P CAREY2.4K shares-2.24%2025-09-302025-11-12 T AT&T INC5.8K shares-4.25%2025-09-302025-11-12 SFLO VICTORYSHARES SMALL5.3K sharesnew addition2025-09-302025-11-12 MFSG MFS ACTIVE5.4K sharesnew addition2025-09-302025-11-12 XOM EXXON MOBIL1.3K shares0.00%2025-09-302025-11-12 GE GE AEROSPACE486 shares371.84%2025-09-302025-11-12 GS GOLDMAN SACHS174 shares0.00%2025-09-302025-11-12 NIC NICOLET BANKSHARES1.0K shares0.00%2025-09-302025-11-12 DFUS DIMENSIONAL US1.9K shares-3.84%2025-09-302025-11-12 IAU ISHARES GOLD1.8K shares0.00%2025-09-302025-11-12 VEA VANGUARD FTSE2.1K shares-12.21%2025-09-302025-11-12 NUDM NUVEEN ESG3.3K shares-0.61%2025-09-302025-11-12 NFLX NETFLIX INC101 shares23.17%2025-09-302025-11-12 ACWI ISHARES MSCI875 shares-5.41%2025-09-302025-11-12 IEMG ISHARES CORE1.8K shares-1.19%2025-09-302025-11-12 PRF INVESCO FTSE2.7K shares0.41%2025-09-302025-11-12 STNG SCORPIO TANKERS2.1K sharesnew addition2025-09-302025-11-12 GOOGL ALPHABET INC487 shares62.33%2025-09-302025-11-12 IUSV ISHARES CORE1.2K shares0.00%2025-09-302025-11-12 DIS WALT DISNEY1.0K shares-7.70%2025-09-302025-11-12 XLP SECTOR CONSUMER1.5K shares0.20%2025-09-302025-11-12 SDY SPDR SERIES815 shares0.00%2025-09-302025-11-12 NUBD NUVEEN ESG5.0K shares0.00%2025-09-302025-11-12 RDVY FIRST TRUST1.6K shares0.00%2025-09-302025-11-12 AEE AMEREN CORP1.0K shares0.00%2025-09-302025-11-12 GWW GRAINGER W W108 shares0.00%2025-09-302025-11-12 XEL XCEL ENERGY1.3K shares0.00%2025-09-302025-11-12 EFA ISHARES MSCI1.1K shares0.00%2025-09-302025-11-12 CGUS CAPITAL GROUP2.5K shares0.00%2025-09-302025-11-12 ADP AUTOMATIC DATA332 shares0.30%2025-09-302025-11-12 UPS UNITED PARCEL1.2K shares0.87%2025-09-302025-11-12 ARKW ARK NEXT552 shares0.00%2025-09-302025-11-12 AMGN AMGEN INC339 shares0.59%2025-09-302025-11-12 SOXX ISHARES SEMICONDUCTOR351 shares2.63%2025-09-302025-11-12 WM WASTE MANAGEMENT423 shares0.00%2025-09-302025-11-12 SO SOUTHERN COMPANY974 shares-9.31%2025-09-302025-11-12 VGT VANGUARD INFORMATION123 shares0.00%2025-09-302025-11-12 REET ISHARES GLOBAL3.6K shares0.00%2025-09-302025-11-12 IHDG WISDOMTREE TRUST2.0K shares0.00%2025-09-302025-11-12 AMAT APPLIED MATERIALS444 shares0.23%2025-09-302025-11-12 UNP UNION PACIFIC CORP378 shares0.53%2025-09-302025-11-12 ARKQ ARK AUTONOMOUS797 shares0.00%2025-09-302025-11-12 RWR SPDR SERIES875 shares0.00%2025-09-302025-11-12 MRK MERCK & COMPANY1.0K shares0.58%2025-09-302025-11-12 VZ VERIZON COMMUNICATIONS2.0K shares-0.10%2025-09-302025-11-12 NUSC NUVEEN ESG1.9K shares0.00%2025-09-302025-11-12 SMOT VANECK MORNINGSTAR2.3K shares0.00%2025-09-302025-11-12 TJX TJX COS568 shares0.00%2025-09-302025-11-12 EXAS EXACT SCIENCES1.4K shares0.00%2025-09-302025-11-12 PRU PRUDENTIAL FINANCIAL746 shares0.81%2025-09-302025-11-12 CSCO CISCO SYSTEMS1.1K shares-22.83%2025-09-302025-11-12 IVW ISHARES S&P625 shares-17.11%2025-09-302025-11-12 IEV ISHARES EUROPE1.1K shares0.00%2025-09-302025-11-12 SYM SYMBOTIC INC1.4K shares65.12%2025-09-302025-11-12 IVE ISHARES S&P352 shares-15.59%2025-09-302025-11-12 PG PROCTER & GAMBLE472 shares0.64%2025-09-302025-11-12 SIL GLOBAL X1.0K sharesnew addition2025-09-302025-11-12 ESGD ISHARES ESG765 shares0.00%2025-09-302025-11-12 PEP PEPSICO INC500 shares-32.80%2025-09-302025-11-12 NFG NATIONAL FUEL750 shares0.00%2025-09-302025-11-12 GEV GE VERNOVA112 shares558.82%2025-09-302025-11-12 JAAA JANUS HENDERSON1.3K shares0.00%2025-09-302025-11-12 K KELLANOVA800 shares0.00%2025-09-302025-11-12 SOFI SOFI TECHNOLOGIES2.5K shares0.00%2025-09-302025-11-12 BABA ALIBABA GROUP353 shares1.44%2025-09-302025-11-12 TMO THERMO FISHER129 shares0.00%2025-09-302025-11-12 CTAS CINTAS CORP300 shares66.67%2025-09-302025-11-12 SMMD ISHARES RUSSELL815 shares0.00%2025-09-302025-11-12 KMB KIMBERLY CLARK478 shares-14.64%2025-09-302025-11-12 SPG SIMON PROPERTY315 shares0.00%2025-09-302025-11-12 MMM 3M COMPANY376 shares-29.59%2025-09-302025-11-12 DVY ISHARES SELECT407 shares0.74%2025-09-302025-11-12 FIS FIDELITY NATIONAL822 shares-14.99%2025-09-302025-11-12 ARKK ARK INNOVATION627 shares0.00%2025-09-302025-11-12 PH PARKER-HANNIFIN CORP71 shares42.00%2025-09-302025-11-12 LIN LINDE PLC113 shares126.00%2025-09-302025-11-12 WELL WELLTOWER INC300 shares0.00%2025-09-302025-11-12 WMT WALMART INC512 shares-28.09%2025-09-302025-11-12 GXC SPDR S&P489 shares0.00%2025-09-302025-11-12 VBR VANGUARD SMALL245 shares0.00%2025-09-302025-11-12 JPIB JPMORGAN1.0K sharesnew addition2025-09-302025-11-12 ITOT ISHARES CORE345 shares0.00%2025-09-302025-11-12 ABT ABBOTT LABORATORIES371 shares-16.82%2025-09-302025-11-12 DFAT DIMENSIONAL US852 shares350.79%2025-09-302025-11-12 PFE PFIZER INC1.9K shares0.53%2025-09-302025-11-12 AEM AGNICO-EAGLE285 shares0.00%2025-09-302025-11-12 VBK VANGUARD SMALL161 shares0.00%2025-09-302025-11-12 VONE VANGUARD RUSSELL158 shares0.00%2025-09-302025-11-12 MGEE MGE ENERGY INC567 shares7.39%2025-09-302025-11-12 MAR MARRIOTT INTL182 shares468.75%2025-09-302025-11-12 SPGP INVESCO S&P407 shares0.00%2025-09-302025-11-12 MO ALTRIA GROUP692 shares1.76%2025-09-302025-11-12 GLDM SPDR GOLD582 shares-5.67%2025-09-302025-11-12 STLD STEEL DYNAMICS INC317 shares0.00%2025-09-302025-11-12 QUAL ISHARES MSCI226 shares-35.06%2025-09-302025-11-12 VYM VANGUARD HIGH310 shares-19.48%2025-09-302025-11-12 BMO BANK MONTREAL335 shares0.00%2025-09-302025-11-12 NAVI NAVIENT CORP3.3K shares0.00%2025-09-302025-11-12 ROK ROCKWELL AUTOMATION124 shares0.00%2025-09-302025-11-12 FI FISERV INC331 shares0.00%2025-09-302025-11-12 XNTK SPDR NYSE155 shares0.00%2025-09-302025-11-12 SLV ISHARES SILVER991 shares-49.31%2025-09-302025-11-12 FLIN FRANKLIN FTSE1.1K shares0.00%2025-09-302025-11-12 RCL ROYAL CARIBBEAN127 shares0.00%2025-09-302025-11-12 PANW PALO ALTO200 sharesnew addition2025-09-302025-11-12 TKO TKO GROUP200 shares0.00%2025-09-302025-11-12 SF STIFEL FINANCIAL348 sharesnew addition2025-09-302025-11-12 MSTR STRATEGY INC122 shares40.23%2025-09-302025-11-12 APH AMPHENOL CORP314 sharesnew addition2025-09-302025-11-12 ASML ASML HOLDING40 shares300.00%2025-09-302025-11-12 IJS ISHARES S&P350 shares0.00%2025-09-302025-11-12 WPM WHEATON PRECIOUS345 shares0.00%2025-09-302025-11-12 MPC MARATHON PETROLEUM200 sharesnew addition2025-09-302025-11-12 SCHW SCHWAB CHARLES400 shares-43.26%2025-09-302025-11-12 MOAT VANECK MORNINGSTAR378 shares228.70%2025-09-302025-11-12 CEF SPROTT PHYSICAL1.0K shares0.00%2025-09-302025-11-12 DGRO ISHARES CORE531 shares-3.28%2025-09-302025-11-12 IXUS ISHARES CORE436 shares0.00%2025-09-302025-11-12 FDX FEDEX CORP152 shares0.00%2025-09-302025-11-12 FLQS FRANKLIN US807 shares0.00%2025-09-302025-11-12 SMMU PIMCO SHORT700 shares0.00%2025-09-302025-11-12 TOL TOLL BROTHERS253 shares0.00%2025-09-302025-11-12 MS MORGAN STANLEY219 shares0.00%2025-09-302025-11-12 GDX VANECK GOLD442 shares0.00%2025-09-302025-11-12 ELV ELEVANCE HEALTH104 shares0.00%2025-09-302025-11-12 FTAI FTAI AVIATION200 shares0.00%2025-09-302025-11-12 CRM SALESFORCE INC130 shares0.00%2025-09-302025-11-12 EDIV SPDR S&P793 shares0.00%2025-09-302025-11-12 ORLY O REILLY AUTOMOTIVE285 sharesnew addition2025-09-302025-11-12 PLTR PALANTIR TECHNOLOGIES168 shares0.00%2025-09-302025-11-12 PHO INVESCO WATER425 shares0.00%2025-09-302025-11-12 IRM IRON MOUNTAIN295 shares0.00%2025-09-302025-11-12 COR CENCORA INC96 sharesnew addition2025-09-302025-11-12 XLV HEALTHCARE SELECT215 shares-48.19%2025-09-302025-11-12 QCOM QUALCOMM INC179 shares0.00%2025-09-302025-11-12 FBND FIDELITY TOTAL641 shares0.00%2025-09-302025-11-12 XLE ENERGY SELECT331 shares-24.94%2025-09-302025-11-12 DTD WISDOMTREE U S350 shares0.00%2025-09-302025-11-12 TSM TAIWAN SEMICONDUCTOR103 shares0.00%2025-09-302025-11-12 CMCSA COMCAST CORP909 shares-9.91%2025-09-302025-11-12 EPD ENTERPRISE PRODUCTS904 shares0.00%2025-09-302025-11-12 PIN INVESCO INDIA1.1K shares0.00%2025-09-302025-11-12 HOG HARLEY DAVIDSON999 shares0.00%2025-09-302025-11-12 LPLA LPL FINANCIAL84 shares0.00%2025-09-302025-11-12 IUSG ISHARES S&P169 shares0.00%2025-09-302025-11-12 BDX BECTON DICKINSON148 shares0.00%2025-09-302025-11-12 UNH UNITEDHEALTH GROUP80 shares0.00%2025-09-302025-11-12 YUM YUM BRANDS INC178 shares0.00%2025-09-302025-11-12 AMD ADVANCED MICRO165 shares-69.50%2025-09-302025-11-12 CPT CAMDEN PROPERTY250 shares0.00%2025-09-302025-11-12 SPLV INVESCO S&P350 shares0.00%2025-09-302025-11-12 KTOS KRATOS DEFENSE275 shares0.00%2025-09-302025-11-12 SCZ ISHARES MSCI326 shares0.00%2025-09-302025-11-12 DHR DANAHER CORP126 shares0.00%2025-09-302025-11-12 NOW SERVICENOW INC27 shares200.00%2025-09-302025-11-12 CNI CANADIAN NATIONAL262 shares-10.27%2025-09-302025-11-12 NUMV NUVEEN ESG634 shares0.00%2025-09-302025-11-12 HDV ISHARES CORE200 shares0.00%2025-09-302025-11-12 COF CAPITAL ONE115 shares0.00%2025-09-302025-11-12 NOBL PROSHARES S&P235 shares0.00%2025-09-302025-11-12 CHD CHURCH & DWIGHT270 shares0.00%2025-09-302025-11-12 LYB LYONDELLBASELL INDUSTRIE475 shares0.00%2025-09-302025-11-12 PPG PPG INDUSTRIES217 shares0.00%2025-09-302025-11-12 AVMC AVANTIS U S324 shares0.00%2025-09-302025-11-12 ROP ROPER TECHNOLOGIES45 shares0.00%2025-09-302025-11-12 GNRC GENERAC HOLDINGS133 shares0.00%2025-09-302025-11-12 WINN HARBOR LONG700 shares0.00%2025-09-302025-11-12 UAL UNITED AIRLINES222 shares0.00%2025-09-302025-11-12 COP CONOCOPHILLIPS225 sharesnew addition2025-09-302025-11-12 MPW MEDICAL PROPERTIES4.1K shares1.94%2025-09-302025-11-12 VIGI VANGUARD INTERNATIONAL234 shares0.00%2025-09-302025-11-12 SHW SHERWIN WILLIAMS60 shares0.00%2025-09-302025-11-12 QTEC FIRST TRUST89 shares0.00%2025-09-302025-11-12 DFUV DIMENSIONAL US456 shares0.00%2025-09-302025-11-12 WMB WILLIAMS COS321 shares0.00%2025-09-302025-11-12 SMH VANECK SEMICONDUCTOR60 shares0.00%2025-09-302025-11-12 JOBY JOBY AVIATION1.2K shares100.00%2025-09-302025-11-12 IHF ISHARES U S390 shares0.00%2025-09-302025-11-12 PYPL PAYPAL HOLDINGS287 shares-28.61%2025-09-302025-11-12 MAIN MAIN STREET300 shares0.00%2025-09-302025-11-12 REGN REGENERON PHARMACEUTICAL33 sharesnew addition2025-09-302025-11-12 COPX GLOBAL X310 shares0.00%2025-09-302025-11-12 LHX L3HARRIS TECHNOLOGIES60 shares0.00%2025-09-302025-11-12 TTC TORO CO240 shares0.00%2025-09-302025-11-12 F FORD MOTOR1.5K shares0.00%2025-09-302025-11-12 DRS LEONARDO DRS400 shares0.00%2025-09-302025-11-12 NVO NOVO NORDISK326 shares0.00%2025-09-302025-11-12 BMI BADGER METER100 shares0.00%2025-09-302025-11-12 QCLN FIRST TRUST420 shares0.00%2025-09-302025-11-12 TIP ISHARES TIPS157 shares89.16%2025-09-302025-11-12 BX BLACKSTONE INC100 shares0.00%2025-09-302025-11-12 EMR EMERSON ELECTRIC130 shares4.00%2025-09-302025-11-12 AVXL ANAVEX LIFE1.9K shares0.00%2025-09-302025-11-12 RWJ INVESCO S&P345 shares0.00%2025-09-302025-11-12 OTTR OTTER TAIL200 shares0.00%2025-09-302025-11-12 DAL DELTA AIRLINES287 shares0.00%2025-09-302025-11-12 CYBN CYBIN INC2.8K shares0.00%2025-09-302025-11-12 EGP EASTGROUP PROPERTIES95 shares0.00%2025-09-302025-11-12 BKR BAKER HUGHES325 shares0.00%2025-09-302025-11-12 VLO VALERO ENERGY93 shares0.00%2025-09-302025-11-12 TDG TRANSDIGM GROUP12 sharesnew addition2025-09-302025-11-12 ALL ALLSTATE CORP73 shares0.00%2025-09-302025-11-12 EOG EOG RESOURCES139 shares0.00%2025-09-302025-11-12 CCJ CAMECO CORP184 shares0.00%2025-09-302025-11-12 NLR VANECK URANIUM113 shares0.00%2025-09-302025-11-12 SNPE XTRACKERS S&P252 shares0.00%2025-09-302025-11-12 AVA AVISTA CORP400 shares0.00%2025-09-302025-11-12 BMY BRISTOL MYERS335 shares0.00%2025-09-302025-11-12 CDNS CADENCE DESIGN43 sharesnew addition2025-09-302025-11-12 TRN TRINITY INDUSTRIES530 sharesnew addition2025-09-302025-11-12 VNM VANECK VIETNAM827 shares0.00%2025-09-302025-11-12 ESGU ISHARES ESG100 shares0.00%2025-09-302025-11-12 XYZ BLOCK INC200 shares0.00%2025-09-302025-11-12 XLF FINANCIAL SELECT264 shares142.20%2025-09-302025-11-12 LOW LOWES COMPANIES56 shares0.00%2025-09-302025-11-12 OESX ORION ENERGY1.6K sharesnew addition2025-09-302025-11-12 IOO ISHARES GLOBAL115 shares0.00%2025-09-302025-11-12 TXN TEXAS INSTRUMENTS75 shares0.00%2025-09-302025-11-12 DXJ WISDOMTREE JAPAN107 sharesnew addition2025-09-302025-11-12 CGXU CAPITAL GROUP462 shares0.00%2025-09-302025-11-12 IWB ISHARES RUSSELL37 shares0.00%2025-09-302025-11-12 DUK DUKE ENERGY108 shares-64.00%2025-09-302025-11-12 O REALTY INCOME218 shares0.00%2025-09-302025-11-12 MUSA MURPHY USA34 sharesnew addition2025-09-302025-11-12 IWR ISHARES RUSSELL126 shares0.00%2025-09-302025-11-12 PKB INVESCO BUILDING127 shares0.00%2025-09-302025-11-12 LCNB LCNB CORP800 shares0.00%2025-09-302025-11-12 XLC COMMUNICATION SERVICES100 shares0.00%2025-09-302025-11-12 INTU INTUIT INC17 shares0.00%2025-09-302025-11-12 PSX PHILLIPS 6685 shares0.00%2025-09-302025-11-12 COWZ PACER US200 shares0.00%2025-09-302025-11-12 CGGR CAPITAL GROUP257 shares0.00%2025-09-302025-11-12 BK BANK NEW YORK103 shares0.00%2025-09-302025-11-12 VGK VANGUARD FTSE140 shares0.00%2025-09-302025-11-12 VPL VANGUARD FTSE125 shares0.00%2025-09-302025-11-12 IDXX IDEXX LABS INC17 shares0.00%2025-09-302025-11-12 CW CURTISS WRIGHT CORP DE20 shares0.00%2025-09-302025-11-12 SCHD SCHWAB US394 shares0.00%2025-09-302025-11-12 GEHC GE HEALTHCARE140 shares900.00%2025-09-302025-11-12 FAST FASTENAL CO214 shares0.00%2025-09-302025-11-12 VXF VANGUARD EXTENDED50 shares0.00%2025-09-302025-11-12 EIDO ISHARES MSCI595 shares0.00%2025-09-302025-11-12 HII HUNTINGTON INGALLS36 shares0.00%2025-09-302025-11-12 SCCO SOUTHERN COPPER84 shares0.00%2025-09-302025-11-12 VRT VERTIV HOLDINGS67 shares0.00%2025-09-302025-11-12 NGD NEW GOLD1.4K sharesnew addition2025-09-302025-11-12 WTS WATTS WATER35 shares0.00%2025-09-302025-11-12 ARKG ARK GENOMIC351 shares0.00%2025-09-302025-11-12 OSCR OSCAR HEALTH506 sharesnew addition2025-09-302025-11-12 RSP INVESCO S&P50 shares0.00%2025-09-302025-11-12 AG FIRST MAJESTIC765 shares0.00%2025-09-302025-11-12 XLK TECHNOLOGY SELECT33 sharesnew addition2025-09-302025-11-12 BMNR BITMINE IMMERSION179 sharesnew addition2025-09-302025-11-12 MPWR MONOLITHIC POWER10 sharesnew addition2025-09-302025-11-12 HYG ISHARES IBOXX113 shares0.00%2025-09-302025-11-12 BND VANGUARD TOTAL123 shares0.00%2025-09-302025-11-12 XLI INDUSTRIAL SELECT59 sharesnew addition2025-09-302025-11-12 ADBE ADOBE INC25 shares0.00%2025-09-302025-11-12 LYFT LYFT INC400 shares0.00%2025-09-302025-11-12 CROX CROCS INC100 shares0.00%2025-09-302025-11-12 ESML ISHARES ESG185 shares0.00%2025-09-302025-11-12 VTIP VANGUARD SHORT163 shares1711.11%2025-09-302025-11-12 SYY SYSCO CORP100 shares0.00%2025-09-302025-11-12 OKE ONEOK INC112 shares0.00%2025-09-302025-11-12 PBA PEMBINA PIPELINE200 shares0.00%2025-09-302025-11-12 INFY INFOSYS LTD496 shares0.00%2025-09-302025-11-12 WWJD INSPIRE INTL224 shares0.00%2025-09-302025-11-12 RGA REINSURANCE GROUP41 shares-14.58%2025-09-302025-11-12 ADI ANALOG DEVICES32 shares0.00%2025-09-302025-11-12 RIO RIO TINTO118 shares0.00%2025-09-302025-11-12 WBD WARNER BROS396 shares0.00%2025-09-302025-11-12 ITW ILLINOIS TOOL29 shares0.00%2025-09-302025-11-12 MTN VAIL RESORTS50 shares0.00%2025-09-302025-11-12 RGTI RIGETTI COMPUTING250 sharesnew addition2025-09-302025-11-12 XMMO INVESCO S&P55 shares0.00%2025-09-302025-11-12 ISCB ISHARES MORNINGSTAR115 shares0.00%2025-09-302025-11-12 BAH BOOZ ALLEN72 shares0.00%2025-09-302025-11-12 NEM NEWMONT CORP84 shares0.00%2025-09-302025-11-12 KMI KINDER MORGAN245 shares0.00%2025-09-302025-11-12 BAC BANK AMERICA133 shares0.00%2025-09-302025-11-12 LFMD LIFEMD INC1.0K sharesnew addition2025-09-302025-11-12 SOLV SOLVENTUM CORP93 shares0.00%2025-09-302025-11-12 MET METLIFE INC80 shares0.00%2025-09-302025-11-12 WRAP WRAP TECHNOLOGIES3.0K shares0.00%2025-09-302025-11-12 MCK MCKESSON CORP8 shares0.00%2025-09-302025-11-12 ECNS ISHARES MSCI160 shares0.00%2025-09-302025-11-12 FBCG FIDELITY BLUE115 shares0.00%2025-09-302025-11-12 BA BOEING COMPANY28 shares0.00%2025-09-302025-11-12 SCJ ISHARES MSCI65 shares0.00%2025-09-302025-11-12 SQM SOCIEDAD QUIMICA137 shares0.00%2025-09-302025-11-12 CCL CARNIVAL CORP200 shares-74.36%2025-09-302025-11-12 EOLS EVOLUS INC927 shares0.00%2025-09-302025-11-12 MA MASTERCARD INC10 shares0.00%2025-09-302025-11-12 LTH LIFE TIME200 shares0.00%2025-09-302025-11-12 DOV DOVER CORP33 shares10.00%2025-09-302025-11-12 MSM MSC INDL59 shares0.00%2025-09-302025-11-12 RNG RINGCENTRAL INC190 shares0.00%2025-09-302025-11-12 CEG CONSTELLATION ENERGY16 shares0.00%2025-09-302025-11-12 GD GENERAL DYNAMICS15 shares0.00%2025-09-302025-11-12 IONQ IONQ INC80 sharesnew addition2025-09-302025-11-12 AVUS AVANTIS U S45 shares0.00%2025-09-302025-11-12 BSX BOSTON SCIENTIFIC50 shares0.00%2025-09-302025-11-12 EQH EQUITABLE HOLDINGS94 shares0.00%2025-09-302025-11-12 OMFS INVESCO RUSSELL104 shares-51.40%2025-09-302025-11-12 VNQ VANGUARD REAL50 shares0.00%2025-09-302025-11-12 EFV ISHARES MSCI67 shares0.00%2025-09-302025-11-12 OPEN OPENDOOR TECHNOLOGIES560 sharesnew addition2025-09-302025-11-12 VEU VANGUARD FTSE61 shares0.00%2025-09-302025-11-12 FBIN FORTUNE BRANDS80 shares0.00%2025-09-302025-11-12 ZBH ZIMMER BIOMET40 shares0.00%2025-09-302025-11-12 MSGS MADISON SQUARE17 shares0.00%2025-09-302025-11-12 MATW MATTHEWS INTL CORP CL A153 shares0.00%2025-09-302025-11-12 HRL HORMEL FOODS150 shares0.00%2025-09-302025-11-12 BLCN SIREN NASDAQ128 shares0.00%2025-09-302025-11-12 CCI CROWN CASTLE36 shares0.00%2025-09-302025-11-12 MGNR AMERICAN BEACON85 shares0.00%2025-09-302025-11-12 STZ CONSTELLATION BRANDS25 shares0.00%2025-09-302025-11-12 SCHF SCHWAB INTL138 shares0.00%2025-09-302025-11-12 IGSB ISHARES 1-560 sharesnew addition2025-09-302025-11-12 SPIB SPDR PORTFOLIO93 sharesnew addition2025-09-302025-11-12 MDLZ MONDELEZ INTERNATIONAL50 shares0.00%2025-09-302025-11-12 BBRE JPMORGAN BETABUILDERS32 shares0.00%2025-09-302025-11-12 TDIV FIRST TRUST30 sharesnew addition2025-09-302025-11-12 QDEL QUIDELORTHO CORP100 shares0.00%2025-09-302025-11-12 RSPT INVESCO S&P66 sharesnew addition2025-09-302025-11-12 SILA SILA REALTY117 shares0.00%2025-09-302025-11-12 DEO DIAGEO PLC30 shares0.00%2025-09-302025-11-12 GDXJ VANECK JR28 shares0.00%2025-09-302025-11-12 DELL DELL TECHNOLOGIES19 shares0.00%2025-09-302025-11-12 PHM PULTEGROUP INC20 shares0.00%2025-09-302025-11-12 DJT TRUMP MEDIA156 shares0.00%2025-09-302025-11-12 ISMD INSPIRE SMALL63 shares0.00%2025-09-302025-11-12 FE FIRSTENERGY CORP53 shares0.00%2025-09-302025-11-12 TCAF T ROWE62 shares0.00%2025-09-302025-11-12 ALB ALBEMARLE CORP28 shares0.00%2025-09-302025-11-12 EXC EXELON CORP49 shares0.00%2025-09-302025-11-12 CSIQ CANADIAN SOLAR167 shares0.00%2025-09-302025-11-12 FNDX SCHWAB FUNDAMENTAL78 shares0.00%2025-09-302025-11-12 GLW CORNING INC24 shares0.00%2025-09-302025-11-12 FNDE SCHWAB FUNDAMENTAL43 shares0.00%2025-09-302025-11-12 MJ AMPLIFY ALTERNATIVE38 shares0.00%2025-09-302025-11-12 BP BP PLC40 shares0.00%2025-09-302025-11-12 AMP AMERIPRISE FINANCIAL3 shares0.00%2025-09-302025-11-12 ZIM ZIM INTEGRATED97 shares0.00%2025-09-302025-11-12 FNDA SCHWAB FUNDAMENTAL42 shares0.00%2025-09-302025-11-12 VAC MARRIOTT VACATIONS19 shares0.00%2025-09-302025-11-12 VOD VODAFONE GROUP109 shares0.00%2025-09-302025-11-12 ABNB AIRBNB INC10 shares0.00%2025-09-302025-11-12 FELG FIDELITY ENHANCED28 shares0.00%2025-09-302025-11-12 EPI WISDOMTREE INDIA26 shares0.00%2025-09-302025-11-12 TECH BIO-TECHNE20 shares0.00%2025-09-302025-11-12 MBC MASTERBRAND INC80 shares0.00%2025-09-302025-11-12 NU NU HOLDINGS65 sharesnew addition2025-09-302025-11-12 QS QUANTUMSCAPE CORP80 shares0.00%2025-09-302025-11-12 ETHA ISHARES ETHEREUM31 sharesnew addition2025-09-302025-11-12 TWIN TWIN DISC66 shares0.00%2025-09-302025-11-12 ELS EQUITY LIFESTYLE15 shares0.00%2025-09-302025-11-12 FIP FTAI INFRASTRUCTURE200 shares0.00%2025-09-302025-11-12 KHC KRAFT HEINZ33 shares-67.00%2025-09-302025-11-12 SCHA SCHWAB US30 shares0.00%2025-09-302025-11-12 DGX QUEST DIAGNOSTICS4 shares0.00%2025-09-302025-11-12 ASB ASSOCIATED BANC28 shares0.00%2025-09-302025-11-12 VOE VANGUARD MID4 shares0.00%2025-09-302025-11-12 BHF BRIGHTHOUSE FINANCIAL13 shares0.00%2025-09-302025-11-12 ANGI ANGI INC42 shares0.00%2025-09-302025-11-12 TSCO TRACTOR SUPPLY11 sharesnew addition2025-09-302025-11-12 FITB FIFTH THIRD13 shares0.00%2025-09-302025-11-12 LMT LOCKHEED MARTIN1 sharesnew addition2025-09-302025-11-12 CL COLGATE-PALMOLIVE6 sharesnew addition2025-09-302025-11-12 ORC ORCHID ISLAND66 shares0.00%2025-09-302025-11-12 NDSN NORDSON CORP2 sharesnew addition2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available