The Analysis of Independent Wealth Network Inc.'s Holdings


Currently, Independent Wealth Network Inc. holds 282 types of securities in its portfolio with a total value $311.1M. In the most recent quarter, they have increased their positions in JPST (+31.3K shares, valued at $1.6M), RDFI (+38.9K shares, valued at $944.0K), GCOW (+22.9K shares, valued at $908.2K); decreased their positions in PLTR (-8.5K shares, valued at $1.6M), HD (-1.4K shares, valued at $584.9K), KSS (-31.2K shares, valued at $479.5K); initiated new positions in GCOW (+22.9K shares, valued at $908.2K), PKG (+3.1K shares, valued at $679.9K), CRM (+2.5K shares, valued at $594.2K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SPYG SPDR SERIES TRUST121.4K shares1.15%2025-09-302025-10-15history
CAT CATERPILLAR INC26.5K shares0.11%2025-09-302025-10-15history
SPYM SPDR SERIES TRUST149.3K shares3.05%2025-09-302025-10-15history
JPST J P MORGAN EXCHANGE TRADED F196.3K shares18.95%2025-09-302025-10-15history
SPYV SPDR SERIES TRUST147.5K shares4.74%2025-09-302025-10-15history
ACWI ISHARES TR42.1K shares3.10%2025-09-302025-10-15history
ILTB ISHARES TR113.7K shares6.36%2025-09-302025-10-15history
NVDA NVIDIA CORPORATION27.3K shares2.62%2025-09-302025-10-15history
Sponsored
AAPL APPLE INC19.6K shares0.84%2025-09-302025-10-15history
CVX CHEVRON CORP NEW31.9K shares2.27%2025-09-302025-10-15history
DFUS DIMENSIONAL ETF TRUST67.7K shares-2.49%2025-09-302025-10-15history
MSFT MICROSOFT CORP9.2K shares-2.76%2025-09-302025-10-15history
RDFI COLLABORATIVE INVESTMNT SER189.1K shares25.87%2025-09-302025-10-15history
SPAB SPDR SERIES TRUST173.2K shares11.12%2025-09-302025-10-15history
SLV ISHARES SILVER TR104.2K shares1.04%2025-09-302025-10-15history
VOO VANGUARD INDEX FDS6.6K shares13.42%2025-09-302025-10-15history
Sponsored
FLRT PACER FDS TR84.5K shares-10.26%2025-09-302025-10-15history
SPYD SPDR SERIES TRUST88.5K shares1.50%2025-09-302025-10-15history
QQQ INVESCO QQQ TR5.9K shares-0.95%2025-09-302025-10-15history
GLD SPDR GOLD TR9.9K shares3.60%2025-09-302025-10-15history
AMZN AMAZON COM INC14.8K shares4.21%2025-09-302025-10-15history
VUG VANGUARD INDEX FDS6.2K shares2.29%2025-09-302025-10-15history
USRT ISHARES TR47.9K shares8.24%2025-09-302025-10-15history
VYM VANGUARD WHITEHALL FDS19.0K shares2.95%2025-09-302025-10-15history
Sponsored
BRK.B BERKSHIRE HATHAWAY INC DEL5.2K shares7.22%2025-09-302025-10-15history
PLTR PALANTIR TECHNOLOGIES INC14.0K shares-37.80%2025-09-302025-10-15history
FJAN FIRST TR EXCHNG TRADED FD VI49.8K shares-0.19%2025-09-302025-10-15history
JEPI J P MORGAN EXCHANGE TRADED F42.6K shares5.42%2025-09-302025-10-15history
FLOT ISHARES TR46.5K shares22.98%2025-09-302025-10-15history
META META PLATFORMS INC3.2K shares1.38%2025-09-302025-10-15history
BIL SPDR SERIES TRUST25.7K shares8.28%2025-09-302025-10-15history
STIP ISHARES TR22.5K shares1.51%2025-09-302025-10-15history
Sponsored
FPE FIRST TR EXCH TRADED FD III125.2K shares7.23%2025-09-302025-10-15history
PSFF PACER FDS TR72.2K shares-7.88%2025-09-302025-10-15history
BUFR FIRST TR EXCHNG TRADED FD VI63.7K shares11.74%2025-09-302025-10-15history
YYY AMPLIFY ETF TR180.0K shares9.78%2025-09-302025-10-15history
LQTI FIRST TR EXCHANGE-TRADED FD102.4K shares14.72%2025-09-302025-10-15history
V VISA INC5.6K shares1.58%2025-09-302025-10-15history
SPY SPDR S&P 500 ETF TR2.8K shares0.42%2025-09-302025-10-15history
XLK SELECT SECTOR SPDR TR6.6K shares-9.14%2025-09-302025-10-15history
Sponsored
QYLD GLOBAL X FDS107.6K shares4.20%2025-09-302025-10-15history
JPUS J P MORGAN EXCHANGE TRADED F14.5K shares14.64%2025-09-302025-10-15history
SGOV ISHARES TR16.8K shares33.98%2025-09-302025-10-15history
AWF ALLIANCEBERNSTEIN GLOBAL HIG147.6K shares9.80%2025-09-302025-10-15history
TSLA TESLA INC3.7K shares-5.62%2025-09-302025-10-15history
ZDEK INNOVATOR ETFS TRUST64.0K shares-1.34%2025-09-302025-10-15history
BND VANGUARD BD INDEX FDS21.6K shares5.49%2025-09-302025-10-15history
BKLN INVESCO EXCH TRADED FD TR II73.4K shares17.96%2025-09-302025-10-15history
Sponsored
AGGY WISDOMTREE TR34.2K shares10.30%2025-09-302025-10-15history
BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-09-302025-10-15history
CGUS CAPITAL GROUP CORE EQUITY ET36.3K shares7.60%2025-09-302025-10-15history
ITA ISHARES TR6.5K shares-11.50%2025-09-302025-10-15history
QQQM INVESCO EXCH TRADED FD TR II5.5K shares97.59%2025-09-302025-10-15history
DLN WISDOMTREE TR15.6K shares118.30%2025-09-302025-10-15history
GOOG ALPHABET INC5.5K shares9.81%2025-09-302025-10-15history
IAU ISHARES GOLD TR18.2K shares14.06%2025-09-302025-10-15history
Sponsored
XMMO INVESCO EXCHANGE TRADED FD T9.8K shares13.57%2025-09-302025-10-15history
SECT NORTHERN LTS FD TR IV20.9K shares2.78%2025-09-302025-10-15history
PGX INVESCO EXCH TRADED FD TR II112.9K shares9.33%2025-09-302025-10-15history
KYN KAYNE ANDERSON ENERGY INFRST104.9K shares1.48%2025-09-302025-10-15history
SHY ISHARES TR15.6K shares11.92%2025-09-302025-10-15history
VBK VANGUARD INDEX FDS4.3K shares3.82%2025-09-302025-10-15history
MSI MOTOROLA SOLUTIONS INC2.7K shares-1.47%2025-09-302025-10-15history
XLE SELECT SECTOR SPDR TR13.6K shares1.17%2025-09-302025-10-15history
Sponsored
MO ALTRIA GROUP INC18.2K shares-1.52%2025-09-302025-10-15history
SOXX ISHARES TR4.4K shares5.77%2025-09-302025-10-15history
DVY ISHARES TR8.3K shares-0.61%2025-09-302025-10-15history
LGLV SPDR SERIES TRUST6.4K shares7.91%2025-09-302025-10-15history
VCIT VANGUARD SCOTTSDALE FDS13.5K shares8.91%2025-09-302025-10-15history
VNQ VANGUARD INDEX FDS12.1K shares3.81%2025-09-302025-10-15history
BA BOEING CO5.1K shares-0.90%2025-09-302025-10-15history
VIG VANGUARD SPECIALIZED FUNDS5.0K shares0.26%2025-09-302025-10-15history
Sponsored
HACK AMPLIFY ETF TR12.1K shares-1.09%2025-09-302025-10-15history
IVV ISHARES TR1.6K shares-0.58%2025-09-302025-10-15history
ARCC ARES CAPITAL CORP50.6K shares1.64%2025-09-302025-10-15history
EFA ISHARES TR11.0K shares1.00%2025-09-302025-10-15history
ET ENERGY TRANSFER L P58.9K shares2.05%2025-09-302025-10-15history
JSML JANUS DETROIT STR TR13.5K shares21.97%2025-09-302025-10-15history
XOM EXXON MOBIL CORP8.8K shares0.62%2025-09-302025-10-15history
KR KROGER CO14.7K shares-23.71%2025-09-302025-10-15history
Sponsored
CGBL CAPITAL GROUP CORE BALANCED28.6K shares14.36%2025-09-302025-10-15history
COST COSTCO WHSL CORP NEW1.0K shares-0.19%2025-09-302025-10-15history
GOOGL ALPHABET INC4.0K shares43.12%2025-09-302025-10-15history
VTIP VANGUARD MALVERN FDS19.0K shares0.74%2025-09-302025-10-15history
LAC LITHIUM AMERS CORP NEW165.8K shares-30.71%2025-09-302025-10-15history
WINN HARBOR ETF TRUST29.9K shares28.38%2025-09-302025-10-15history
JCPB J P MORGAN EXCHANGE TRADED F19.5K shares26.84%2025-09-302025-10-15history
GCOW PACER FDS TR22.9K sharesnew addition2025-09-302025-10-15history
Sponsored
HON HONEYWELL INTL INC4.2K shares-0.45%2025-09-302025-10-15history
MINT PIMCO ETF TR8.6K shares-9.58%2025-09-302025-10-15history
CASY CASEYS GEN STORES INC1.5K shares-0.07%2025-09-302025-10-15history
FYC FIRST TR EXCHANGE-TRADED ALP9.3K shares13.62%2025-09-302025-10-15history
SCHG SCHWAB STRATEGIC TR26.0K shares-5.20%2025-09-302025-10-15history
SPEM SPDR INDEX SHS FDS17.7K shares8.97%2025-09-302025-10-15history
VOT VANGUARD INDEX FDS2.8K shares-0.68%2025-09-302025-10-15history
FEX FIRST TR EXCHANGE-TRADED ALP6.9K shares20.05%2025-09-302025-10-15history
Sponsored
AVGO BROADCOM INC2.4K shares6.49%2025-09-302025-10-15history
USHY ISHARES TR20.8K shares24.23%2025-09-302025-10-15history
AAXJ ISHARES TR8.6K shares0.16%2025-09-302025-10-15history
EWA ISHARES INC28.9K shares1.62%2025-09-302025-10-15history
BUFB INNOVATOR ETFS TRUST21.8K shares5.56%2025-09-302025-10-15history
IDV ISHARES TR21.2K shares0.61%2025-09-302025-10-15history
SPTM SPDR SERIES TRUST9.6K shares12.93%2025-09-302025-10-15history
SDVY FIRST TR EXCHANGE-TRADED FD20.3K shares2.13%2025-09-302025-10-15history
Sponsored
IDEV ISHARES TR9.6K shares2.90%2025-09-302025-10-15history
HSY HERSHEY CO4.1K shares0.89%2025-09-302025-10-15history
AGG ISHARES TR7.3K shares13.77%2025-09-302025-10-15history
CME CME GROUP INC2.7K shares0.22%2025-09-302025-10-15history
ICVT ISHARES TR7.2K shares-0.04%2025-09-302025-10-15history
JPIN J P MORGAN EXCHANGE TRADED F10.8K shares17.01%2025-09-302025-10-15history
VEA VANGUARD TAX-MANAGED FDS11.7K shares0.03%2025-09-302025-10-15history
JNJ JOHNSON & JOHNSON3.7K shares-4.98%2025-09-302025-10-15history
Sponsored
PKG PACKAGING CORP AMER3.1K sharesnew addition2025-09-302025-10-15history
CLX CLOROX CO DEL5.4K shares12.51%2025-09-302025-10-15history
FDVV FIDELITY COVINGTON TRUST11.9K shares56.71%2025-09-302025-10-15history
FTCS FIRST TR EXCHANGE-TRADED FD7.1K shares2.92%2025-09-302025-10-15history
PKW INVESCO EXCHANGE TRADED FD T5.0K shares-2.05%2025-09-302025-10-15history
WFC-PL WELLS FARGO CO NEW527 shares1.54%2025-09-302025-10-15history
JPIE J P MORGAN EXCHANGE TRADED F13.9K shares2.56%2025-09-302025-10-15history
RPV INVESCO EXCHANGE TRADED FD T6.4K shares0.98%2025-09-302025-10-15history
Sponsored
TFI SPDR SERIES TRUST13.5K shares0.05%2025-09-302025-10-15history
WMT WALMART INC6.0K shares-0.99%2025-09-302025-10-15history
NFLX NETFLIX INC511 shares-1.54%2025-09-302025-10-15history
VTV VANGUARD INDEX FDS3.3K shares-3.33%2025-09-302025-10-15history
DFAX DIMENSIONAL ETF TRUST19.3K shares0.00%2025-09-302025-10-15history
IWM ISHARES TR2.5K shares1.09%2025-09-302025-10-15history
RTRE COLLABORATIVE INVESTMNT SER23.7K shares7.01%2025-09-302025-10-15history
IVE ISHARES TR2.9K shares11.19%2025-09-302025-10-15history
Sponsored
CRM SALESFORCE INC2.5K sharesnew addition2025-09-302025-10-15history
FRTY THE ALGER ETF TRUST26.2K shares-31.64%2025-09-302025-10-15history
SCHV SCHWAB STRATEGIC TR19.7K shares1.41%2025-09-302025-10-15history
IJK ISHARES TR5.8K shares0.74%2025-09-302025-10-15history
AFL AFLAC INC5.0K shares-1.79%2025-09-302025-10-15history
HD HOME DEPOT INC1.4K shares-51.30%2025-09-302025-10-15history
IGLD FIRST TR EXCHANGE-TRADED FD23.2K shares7.06%2025-09-302025-10-15history
SHW SHERWIN WILLIAMS CO1.6K shares-2.44%2025-09-302025-10-15history
Sponsored
KSS KOHLS CORP36.0K shares-46.42%2025-09-302025-10-15history
T AT&T INC19.5K shares2.65%2025-09-302025-10-15history
HDV ISHARES TR4.5K shares5.08%2025-09-302025-10-15history
FTHI FIRST TR EXCHANGE TRADED FD23.0K shares1.79%2025-09-302025-10-15history
AIRR FIRST TR EXCHANGE TRADED FD5.6K shares8.30%2025-09-302025-10-15history
BITO PROSHARES TR27.5K shares34.01%2025-09-302025-10-15history
JPM JPMORGAN CHASE & CO.1.6K shares0.80%2025-09-302025-10-15history
VZ VERIZON COMMUNICATIONS INC11.7K shares-0.99%2025-09-302025-10-15history
Sponsored
ABBV ABBVIE INC2.2K shares0.32%2025-09-302025-10-15history
FLTR VANECK ETF TRUST19.7K sharesnew addition2025-09-302025-10-15history
TLT ISHARES TR5.6K sharesnew addition2025-09-302025-10-15history
FYX FIRST TR EXCHANGE-TRADED ALP4.5K shares-2.28%2025-09-302025-10-15history
RDVY FIRST TR EXCHANGE TRADED FD7.3K shares13.78%2025-09-302025-10-15history
AMD ADVANCED MICRO DEVICES INC3.0K shares11.09%2025-09-302025-10-15history
JEPQ J P MORGAN EXCHANGE TRADED F8.5K shares93.38%2025-09-302025-10-15history
VDE VANGUARD WORLD FD3.8K shares21.84%2025-09-302025-10-15history
Sponsored
GLOF ISHARES TR9.3K shares-1.86%2025-09-302025-10-15history
FNX FIRST TR EXCHANGE-TRADED ALP3.8K shares-0.78%2025-09-302025-10-15history
CSCO CISCO SYS INC6.9K shares-0.79%2025-09-302025-10-15history
FTA FIRST TR EXCHANGE-TRADED ALP5.6K shares0.86%2025-09-302025-10-15history
VGT VANGUARD WORLD FD615 shares9.82%2025-09-302025-10-15history
HYLS FIRST TR EXCHANGE-TRADED FD10.9K shares-0.17%2025-09-302025-10-15history
SCHO SCHWAB STRATEGIC TR18.8K shares0.37%2025-09-302025-10-15history
CNRG SPDR SERIES TRUST5.4K shares-1.31%2025-09-302025-10-15history
Sponsored
XCCC BONDBLOXX ETF TRUST11.5K shares-27.43%2025-09-302025-10-15history
PCMM BONDBLOXX ETF TRUST8.9K shares-25.33%2025-09-302025-10-15history
ARKK ARK ETF TR5.2K shares-11.44%2025-09-302025-10-15history
XEMD BONDBLOXX ETF TRUST10.2K sharesnew addition2025-09-302025-10-15history
FTEC FIDELITY COVINGTON TRUST2.0K shares0.00%2025-09-302025-10-15history
PG PROCTER AND GAMBLE CO2.9K shares-1.54%2025-09-302025-10-15history
RDVI FIRST TR EXCHANGE-TRADED FD16.8K shares-2.35%2025-09-302025-10-15history
BUXX EA SERIES TRUST21.5K sharesnew addition2025-09-302025-10-15history
Sponsored
TSM TAIWAN SEMICONDUCTOR MFG LTD1.6K shares-0.89%2025-09-302025-10-15history
MA MASTERCARD INCORPORATED751 shares14.13%2025-09-302025-10-15history
LQD ISHARES TR3.8K shares12.24%2025-09-302025-10-15history
USFR WISDOMTREE TR8.4K shares-17.06%2025-09-302025-10-15history
SPMD SPDR SERIES TRUST7.3K shares-1.71%2025-09-302025-10-15history
BABA ALIBABA GROUP HLDG LTD2.3K shares-4.34%2025-09-302025-10-15history
BCX BLACKROCK RES & COMMODITIES40.1K shares22.38%2025-09-302025-10-15history
IJR ISHARES TR3.4K shares1.13%2025-09-302025-10-15history
Sponsored
IVW ISHARES TR3.3K shares-2.88%2025-09-302025-10-15history
UEC URANIUM ENERGY CORP29.9K shares-5.05%2025-09-302025-10-15history
SPSM SPDR SERIES TRUST8.6K shares0.46%2025-09-302025-10-15history
NYF ISHARES TR7.4K shares0.04%2025-09-302025-10-15history
CEF SPROTT ASSET MANAGEMENT LP10.4K shares-2.15%2025-09-302025-10-15history
PSR INVESCO ACTIVELY MANAGED EXC4.1K shares29.29%2025-09-302025-10-15history
VTEB VANGUARD MUN BD FDS7.5K shares2.03%2025-09-302025-10-15history
APP APPLOVIN CORP520 shares-9.25%2025-09-302025-10-15history
Sponsored
ORCL ORACLE CORP1.3K shares9.14%2025-09-302025-10-15history
ATO ATMOS ENERGY CORP2.2K shares2.27%2025-09-302025-10-15history
IEMG ISHARES INC5.6K shares0.54%2025-09-302025-10-15history
LLY ELI LILLY & CO481 shares-0.82%2025-09-302025-10-15history
MCN XAI MADISON EQUITY PREMIUM I59.1K shares6.33%2025-09-302025-10-15history
VWO VANGUARD INTL EQUITY INDEX F6.7K shares4.78%2025-09-302025-10-15history
FSCO FS CREDIT OPPORTUNITIES CORP51.9K shares-3.94%2025-09-302025-10-15history
QCOM QUALCOMM INC2.1K shares-0.60%2025-09-302025-10-15history
Sponsored
DE DEERE & CO760 shares-3.43%2025-09-302025-10-15history
FTSM FIRST TR EXCHANGE-TRADED FD5.7K shares-31.72%2025-09-302025-10-15history
HFXI NEW YORK LIFE INVESTMENTS ET10.6K shares21.36%2025-09-302025-10-15history
ABT ABBOTT LABS2.4K shares-3.37%2025-09-302025-10-15history
MRK MERCK & CO INC3.8K shares-2.53%2025-09-302025-10-15history
AMLP ALPS ETF TR6.8K shares0.22%2025-09-302025-10-15history
MUB ISHARES TR3.0K shares5.48%2025-09-302025-10-15history
USMV ISHARES TR3.4K shares4.33%2025-09-302025-10-15history
Sponsored
JMHI J P MORGAN EXCHANGE TRADED F6.3K shares-11.10%2025-09-302025-10-15history
FV FIRST TR EXCHANGE TRADED FD5.1K shares0.47%2025-09-302025-10-15history
PANW PALO ALTO NETWORKS INC1.5K sharesnew addition2025-09-302025-10-15history
DVN DEVON ENERGY CORP NEW8.8K shares13.97%2025-09-302025-10-15history
APH AMPHENOL CORP NEW2.5K shares-8.87%2025-09-302025-10-15history
CTRA COTERRA ENERGY INC12.7K sharesnew addition2025-09-302025-10-15history
FFEB FIRST TR EXCHNG TRADED FD VI5.4K shares2.96%2025-09-302025-10-15history
RBLX ROBLOX CORP2.1K shares-44.94%2025-09-302025-10-15history
Sponsored
ZOCT INNOVATOR ETFS TRUST11.1K shares-5.04%2025-09-302025-10-15history
WEC WEC ENERGY GROUP INC2.6K shares4.18%2025-09-302025-10-15history
GPN GLOBAL PMTS INC3.5K shares-0.23%2025-09-302025-10-15history
TMUS T-MOBILE US INC1.2K shares2.44%2025-09-302025-10-15history
JGH NUVEEN GLOBAL HIGH INCOME FD21.2K shares8.87%2025-09-302025-10-15history
PM PHILIP MORRIS INTL INC1.8K shares-0.23%2025-09-302025-10-15history
SPGI S&P GLOBAL INC580 shares0.35%2025-09-302025-10-15history
SYK STRYKER CORPORATION757 shares4.27%2025-09-302025-10-15history
Sponsored
PEP PEPSICO INC2.0K shares1.12%2025-09-302025-10-15history
UBER UBER TECHNOLOGIES INC2.8K shares-3.83%2025-09-302025-10-15history
INTC INTEL CORP8.3K shares-16.71%2025-09-302025-10-15history
FIIG FIRST TR EXCHANGE-TRADED FD13.0K shares-2.28%2025-09-302025-10-15history
FSK FS KKR CAP CORP18.5K shares-26.80%2025-09-302025-10-15history
SGOL ETFS GOLD TR7.5K sharesnew addition2025-09-302025-10-15history
BNDX VANGUARD CHARLOTTE FDS5.5K shares4.03%2025-09-302025-10-15history
HYG ISHARES TR3.3K shares20.42%2025-09-302025-10-15history
Sponsored
CTVA CORTEVA INC3.9K shares-0.23%2025-09-302025-10-15history
ENB ENBRIDGE INC5.2K shares0.00%2025-09-302025-10-15history
KO COCA COLA CO4.0K shares-1.63%2025-09-302025-10-15history
ZJAN INNOVATOR ETFS TRUST9.7K shares-2.44%2025-09-302025-10-15history
XYZ BLOCK INC3.6K shares-7.80%2025-09-302025-10-15history
FAST FASTENAL CO5.3K shares-2.31%2025-09-302025-10-15history
TSCO TRACTOR SUPPLY CO4.6K shares0.07%2025-09-302025-10-15history
COWZ PACER FDS TR4.3K shares0.85%2025-09-302025-10-15history
Sponsored
PTLC PACER FDS TR4.4K shares-27.68%2025-09-302025-10-15history
MCD MCDONALDS CORP791 shares-2.10%2025-09-302025-10-15history
WFC WELLS FARGO CO NEW2.9K shares0.35%2025-09-302025-10-15history
MU MICRON TECHNOLOGY INC1.4K sharesnew addition2025-09-302025-10-15history
MDLZ MONDELEZ INTL INC3.8K shares0.64%2025-09-302025-10-15history
ADBE ADOBE INC661 sharesnew addition2025-09-302025-10-15history
BUFZ FIRST TR EXCHNG TRADED FD VI8.9K shares-0.67%2025-09-302025-10-15history
IUSB ISHARES TR4.9K sharesnew addition2025-09-302025-10-15history
Sponsored
VBR VANGUARD INDEX FDS1.1K shares2.91%2025-09-302025-10-15history
ACWV ISHARES INC1.9K shares1.00%2025-09-302025-10-15history
TT TRANE TECHNOLOGIES PLC535 shares0.00%2025-09-302025-10-15history
VAW VANGUARD WORLD FD1.1K sharesnew addition2025-09-302025-10-15history
SNA SNAP ON INC648 sharesnew addition2025-09-302025-10-15history
PSX PHILLIPS 661.6K shares-7.00%2025-09-302025-10-15history
RSG REPUBLIC SVCS INC952 shares3.14%2025-09-302025-10-15history
VT VANGUARD INTL EQUITY INDEX F1.6K shares0.64%2025-09-302025-10-15history
Sponsored
SCHX SCHWAB STRATEGIC TR8.1K shares-19.28%2025-09-302025-10-15history
FDL FIRST TR EXCHANGE-TRADED FD4.9K shares-0.71%2025-09-302025-10-15history
TXN TEXAS INSTRS INC1.1K shares-4.01%2025-09-302025-10-15history
MEAR ISHARES U S ETF TR4.2K sharesnew addition2025-09-302025-10-15history
SMH VANECK ETF TRUST645 sharesnew addition2025-09-302025-10-15history
ROM PROSHARES TR2.3K sharesnew addition2025-09-302025-10-15history
BR BROADRIDGE FINL SOLUTIONS IN877 shares2.21%2025-09-302025-10-15history
FTRI FIRST TR EXCHANGE TRADED FD13.8K shares-6.10%2025-09-302025-10-15history
Sponsored
TDIV FIRST TR EXCHANGE TRADED FD2.1K sharesnew addition2025-09-302025-10-15history
GD GENERAL DYNAMICS CORP608 sharesnew addition2025-09-302025-10-15history
SPHY SPDR SERIES TRUST8.6K sharesnew addition2025-09-302025-10-15history
ADP AUTOMATIC DATA PROCESSING IN704 shares1.29%2025-09-302025-10-15history
SPHD INVESCO EXCH TRADED FD TR II4.2K sharesnew addition2025-09-302025-10-15history
SPDW SPDR INDEX SHS FDS4.8K sharesnew addition2025-09-302025-10-15history
RIVN RIVIAN AUTOMOTIVE INC14.0K shares14.29%2025-09-302025-10-15history
BWXT BWX TECHNOLOGIES INC1.1K sharesnew addition2025-09-302025-10-15history
Sponsored
MMM 3M CO1.3K shares-13.87%2025-09-302025-10-15history
CTAS CINTAS CORP994 shares-7.71%2025-09-302025-10-15history
IBM INTERNATIONAL BUSINESS MACHS721 sharesnew addition2025-09-302025-10-15history
ITW ILLINOIS TOOL WKS INC778 sharesnew addition2025-09-302025-10-15history
TOST TOAST INC5.5K shares-13.96%2025-09-302025-10-15history
WTBA WEST BANCORPORATION INC9.9K sharesnew addition2025-09-302025-10-15history
JRS NUVEEN REAL ESTATE INCOME FD21.6K shares-0.03%2025-09-302025-10-15history
BGS B & G FOODS INC NEW37.0K shares72.93%2025-09-302025-10-15history
Sponsored
YMAX TIDAL TRUST II12.6K sharesnew addition2025-09-302025-10-15history
GRNT GRANITE RIDGE RESOURCES INC28.2K shares33.12%2025-09-302025-10-15history
ULTY TIDAL TRUST II27.8K sharesnew addition2025-09-302025-10-15history
F FORD MTR CO11.6K shares-0.51%2025-09-302025-10-15history
FOF COHEN & STEERS CLOSED-END OP10.0K shares0.03%2025-09-302025-10-15history
DNP DNP SELECT INCOME FD INC11.5K shares0.00%2025-09-302025-10-15history
BTQ BTQ TECHNOLOGIES CORP11.6K sharesnew addition2025-09-302025-10-15history
BTG B2GOLD CORP10.0K shares0.00%2025-09-302025-10-15history
Sponsored
AKBA AKEBIA THERAPEUTICS INC13.0K shares0.00%2025-09-302025-10-15history
NAK NORTHERN DYNASTY MINERALS LT15.7K shares0.00%2025-09-302025-10-15history

Call Option Holdings
INTC Call CallINTEL CORP10.0K sharesnew addition2025-09-302025-10-15history

Put Option Holdings
No put option holdings data available