The Analysis of Institute for Wealth Management, LLC.'s Holdings


Currently, Institute for Wealth Management, LLC. holds 557 types of securities in its portfolio with a total value $960.1M. In the most recent quarter, they have increased their positions in CAIE (+67.9K shares, valued at $1.9M), VHT (+4.5K shares, valued at $1.2M), CVX (+7.3K shares, valued at $1.1M); decreased their positions in NVDA (-23.7K shares, valued at $4.4M), SHV (-18.8K shares, valued at $2.1M), AMZN (-5.0K shares, valued at $1.1M); initiated new positions in CAIE (+67.9K shares, valued at $1.9M), FEPI (+14.5K shares, valued at $681.6K), VAW (+3.3K shares, valued at $665.8K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION763.5K shares-3.02%2025-09-302025-10-17history
AAPL APPLE INC124.3K shares-1.20%2025-09-302025-10-17history
MSFT MICROSOFT CORP48.2K shares-1.34%2025-09-302025-10-17history
AMZN AMAZON COM INC84.8K shares-5.61%2025-09-302025-10-17history
QQQ INVESCO QQQ TR28.2K shares7.14%2025-09-302025-10-17history
META META PLATFORMS INC20.1K shares-1.95%2025-09-302025-10-17history
AXON AXON ENTERPRISE INC20.6K shares-0.62%2025-09-302025-10-17history
GOOGL ALPHABET INC56.3K shares-3.83%2025-09-302025-10-17history
Sponsored
TSLA TESLA INC26.2K shares-2.34%2025-09-302025-10-17history
LRCX LAM RESEARCH CORP73.5K shares-0.00%2025-09-302025-10-17history
COST COSTCO WHSL CORP NEW9.2K shares-0.29%2025-09-302025-10-17history
GS GOLDMAN SACHS GROUP INC10.0K shares-2.63%2025-09-302025-10-17history
URI UNITED RENTALS INC8.2K shares-1.83%2025-09-302025-10-17history
VTWG VANGUARD SCOTTSDALE FDS33.6K shares-0.80%2025-09-302025-10-17history
AVGO BROADCOM INC22.9K shares0.28%2025-09-302025-10-17history
SCHG SCHWAB STRATEGIC TR230.9K shares-3.68%2025-09-302025-10-17history
Sponsored
SPY SPDR S&P 500 ETF TR10.9K shares17.58%2025-09-302025-10-17history
SPYX SPDR SERIES TRUST131.2K shares-0.34%2025-09-302025-10-17history
ESGU ISHARES TR49.1K shares-1.15%2025-09-302025-10-17history
VTWV VANGUARD SCOTTSDALE FDS43.5K shares-1.13%2025-09-302025-10-17history
XLI SELECT SECTOR SPDR TR42.3K shares-0.34%2025-09-302025-10-17history
XMMO INVESCO EXCHANGE TRADED FD T47.9K shares-0.04%2025-09-302025-10-17history
SBUX STARBUCKS CORP75.4K shares-1.30%2025-09-302025-10-17history
ADBE ADOBE INC17.3K shares-3.23%2025-09-302025-10-17history
Sponsored
XLK SELECT SECTOR SPDR TR21.2K shares-1.89%2025-09-302025-10-17history
SMH VANECK ETF TRUST18.3K shares2.42%2025-09-302025-10-17history
XLF SELECT SECTOR SPDR TR105.9K shares-1.46%2025-09-302025-10-17history
MA MASTERCARD INCORPORATED9.6K shares0.72%2025-09-302025-10-17history
TXN TEXAS INSTRS INC29.6K shares0.17%2025-09-302025-10-17history
PDP INVESCO EXCHANGE TRADED FD T45.2K shares-1.36%2025-09-302025-10-17history
ORCL ORACLE CORP18.8K shares-1.05%2025-09-302025-10-17history
DIS DISNEY WALT CO45.7K shares-2.03%2025-09-302025-10-17history
Sponsored
BRK.B BERKSHIRE HATHAWAY INC DEL10.4K shares-0.76%2025-09-302025-10-17history
JPM JPMORGAN CHASE & CO.16.0K shares-0.47%2025-09-302025-10-17history
NFLX NETFLIX INC4.2K shares-0.77%2025-09-302025-10-17history
AMD ADVANCED MICRO DEVICES INC29.0K shares-0.60%2025-09-302025-10-17history
FTNT FORTINET INC54.9K shares-2.98%2025-09-302025-10-17history
V VISA INC13.4K shares0.32%2025-09-302025-10-17history
BA BOEING CO20.7K shares-0.40%2025-09-302025-10-17history
LLY ELI LILLY & CO5.8K shares-2.69%2025-09-302025-10-17history
Sponsored
ABBV ABBVIE INC18.7K shares-1.84%2025-09-302025-10-17history
VBR VANGUARD INDEX FDS20.8K shares9.54%2025-09-302025-10-17history
VOE VANGUARD INDEX FDS24.1K shares-0.52%2025-09-302025-10-17history
BAC BANK AMERICA CORP78.4K shares-1.12%2025-09-302025-10-17history
AMAT APPLIED MATLS INC19.7K shares-0.33%2025-09-302025-10-17history
GOOG ALPHABET INC16.4K shares-1.38%2025-09-302025-10-17history
SHV ISHARES TR35.9K shares-34.37%2025-09-302025-10-17history
PWB INVESCO EXCHANGE TRADED FD T31.5K shares-0.61%2025-09-302025-10-17history
Sponsored
VBK VANGUARD INDEX FDS12.9K shares26.79%2025-09-302025-10-17history
VUG VANGUARD INDEX FDS7.7K shares-16.13%2025-09-302025-10-17history
HIG HARTFORD INSURANCE GROUP INC27.1K shares-3.34%2025-09-302025-10-17history
GE GE AEROSPACE11.9K shares10.65%2025-09-302025-10-17history
DSI ISHARES TR28.4K shares-0.67%2025-09-302025-10-17history
IWV ISHARES TR9.4K shares0.00%2025-09-302025-10-17history
IWM ISHARES TR13.7K shares-1.37%2025-09-302025-10-17history
VGT VANGUARD WORLD FD4.4K shares8.42%2025-09-302025-10-17history
Sponsored
AMGN AMGEN INC11.6K shares-1.17%2025-09-302025-10-17history
AXP AMERICAN EXPRESS CO9.7K shares-0.76%2025-09-302025-10-17history
VWO VANGUARD INTL EQUITY INDEX F58.5K shares-0.71%2025-09-302025-10-17history
BX BLACKSTONE INC17.7K shares1.11%2025-09-302025-10-17history
BRK.A BERKSHIRE HATHAWAY INC DEL4 shares0.00%2025-09-302025-10-17history
IWC ISHARES TR20.0K shares-1.02%2025-09-302025-10-17history
XLG INVESCO EXCHANGE TRADED FD T51.7K shares-5.77%2025-09-302025-10-17history
NOW SERVICENOW INC3.2K shares3.76%2025-09-302025-10-17history
Sponsored
BMVP INVESCO EXCHANGE TRADED FD T59.0K shares-0.41%2025-09-302025-10-17history
PANW PALO ALTO NETWORKS INC14.1K shares-1.93%2025-09-302025-10-17history
IEV ISHARES TR43.5K shares-0.81%2025-09-302025-10-17history
ETN EATON CORP PLC7.4K shares0.38%2025-09-302025-10-17history
PRF INVESCO EXCHANGE TRADED FD T60.8K shares-0.97%2025-09-302025-10-17history
EEM ISHARES TR51.2K shares-0.87%2025-09-302025-10-17history
VKTX VIKING THERAPEUTICS INC103.4K shares14.46%2025-09-302025-10-17history
EFAX SPDR INDEX SHS FDS55.0K shares-0.22%2025-09-302025-10-17history
Sponsored
MS MORGAN STANLEY16.8K shares-1.51%2025-09-302025-10-17history
IVW ISHARES TR22.1K shares-8.74%2025-09-302025-10-17history
FDX FEDEX CORP11.1K shares-9.55%2025-09-302025-10-17history
KLAC KLA CORP2.4K shares0.00%2025-09-302025-10-17history
GM GENERAL MTRS CO42.0K shares-0.14%2025-09-302025-10-17history
PYPL PAYPAL HLDGS INC36.9K shares-3.91%2025-09-302025-10-17history
CSX CSX CORP69.5K shares-0.59%2025-09-302025-10-17history
DELL DELL TECHNOLOGIES INC17.4K shares-0.86%2025-09-302025-10-17history
Sponsored
XLE SELECT SECTOR SPDR TR27.5K shares-3.72%2025-09-302025-10-17history
QUAL ISHARES TR12.5K shares-11.60%2025-09-302025-10-17history
RTX RTX CORPORATION14.5K shares-1.12%2025-09-302025-10-17history
LOW LOWES COS INC9.4K shares-2.04%2025-09-302025-10-17history
CME CME GROUP INC8.7K shares-3.80%2025-09-302025-10-17history
MPC MARATHON PETE CORP12.1K shares-0.48%2025-09-302025-10-17history
CRM SALESFORCE INC9.8K shares-3.44%2025-09-302025-10-17history
CIBR FIRST TR EXCHANGE TRADED FD30.3K shares15.97%2025-09-302025-10-17history
Sponsored
VGSH VANGUARD SCOTTSDALE FDS38.7K shares22.53%2025-09-302025-10-17history
QYLD GLOBAL X FDS130.8K shares-5.40%2025-09-302025-10-17history
RYLD GLOBAL X FDS147.1K shares-5.62%2025-09-302025-10-17history
CAT CATERPILLAR INC4.6K shares2.19%2025-09-302025-10-17history
DE DEERE & CO4.7K shares-1.11%2025-09-302025-10-17history
XHB SPDR SERIES TRUST19.4K shares-0.28%2025-09-302025-10-17history
JEPQ J P MORGAN EXCHANGE TRADED F36.5K shares24.40%2025-09-302025-10-17history
QCOM QUALCOMM INC12.5K shares-1.40%2025-09-302025-10-17history
Sponsored
SPHQ INVESCO EXCHANGE TRADED FD T28.4K shares0.00%2025-09-302025-10-17history
BXSL BLACKSTONE SECD LENDING FD79.2K shares6.50%2025-09-302025-10-17history
HD HOME DEPOT INC5.1K shares-1.53%2025-09-302025-10-17history
EUSB ISHARES TR46.4K shares0.48%2025-09-302025-10-17history
BKNG BOOKING HOLDINGS INC376 shares-0.79%2025-09-302025-10-17history
PFM INVESCO EXCHANGE TRADED FD T40.0K shares-0.16%2025-09-302025-10-17history
WMT WALMART INC19.5K shares-3.17%2025-09-302025-10-17history
VOT VANGUARD INDEX FDS6.8K shares-0.15%2025-09-302025-10-17history
Sponsored
WM WASTE MGMT INC DEL9.0K shares3.25%2025-09-302025-10-17history
VEA VANGUARD TAX-MANAGED FDS32.7K shares-1.87%2025-09-302025-10-17history
ARES ARES MANAGEMENT CORPORATION12.3K shares-4.44%2025-09-302025-10-17history
VHT VANGUARD WORLD FD7.4K shares150.86%2025-09-302025-10-17history
VONV VANGUARD SCOTTSDALE FDS21.6K shares-0.10%2025-09-302025-10-17history
JNJ JOHNSON & JOHNSON10.4K shares-4.57%2025-09-302025-10-17history
CP CANADIAN PACIFIC KANSAS CITY25.7K shares-2.68%2025-09-302025-10-17history
VTV VANGUARD INDEX FDS10.1K shares0.60%2025-09-302025-10-17history
Sponsored
CAIE CALAMOS ETF TR67.9K sharesnew addition2025-09-302025-10-17history
MRVL MARVELL TECHNOLOGY INC21.6K shares-3.84%2025-09-302025-10-17history
H HYATT HOTELS CORP12.8K shares-1.90%2025-09-302025-10-17history
HWM HOWMET AEROSPACE INC9.1K shares-1.07%2025-09-302025-10-17history
C CITIGROUP INC17.5K shares-0.95%2025-09-302025-10-17history
XYLD GLOBAL X FDS45.1K shares-3.82%2025-09-302025-10-17history
CVX CHEVRON CORP NEW11.4K shares181.43%2025-09-302025-10-17history
IVV ISHARES TR2.6K shares0.50%2025-09-302025-10-17history
Sponsored
VONG VANGUARD SCOTTSDALE FDS14.4K shares-0.30%2025-09-302025-10-17history
IHI ISHARES TR28.2K shares-4.50%2025-09-302025-10-17history
PHM PULTE GROUP INC12.7K shares1.78%2025-09-302025-10-17history
GEV GE VERNOVA INC2.7K shares13.41%2025-09-302025-10-17history
RBLX ROBLOX CORP12.0K shares0.00%2025-09-302025-10-17history
LNG CHENIERE ENERGY INC7.0K shares0.00%2025-09-302025-10-17history
ESGE ISHARES INC37.2K shares3.36%2025-09-302025-10-17history
JOET VIRTUS ETF TR II37.1K shares-5.56%2025-09-302025-10-17history
Sponsored
VIG VANGUARD SPECIALIZED FUNDS7.4K shares37.41%2025-09-302025-10-17history
GRNY TIDAL TRUST I62.8K shares-0.16%2025-09-302025-10-17history
VTI VANGUARD INDEX FDS4.8K shares2.69%2025-09-302025-10-17history
VFH VANGUARD WORLD FD11.8K shares3.56%2025-09-302025-10-17history
XSMO INVESCO EXCHANGE TRADED FD T21.1K shares-1.66%2025-09-302025-10-17history
EBAY EBAY INC.17.0K shares0.00%2025-09-302025-10-17history
VOX VANGUARD WORLD FD8.2K shares3.34%2025-09-302025-10-17history
NET CLOUDFLARE INC7.0K shares-0.75%2025-09-302025-10-17history
Sponsored
JOE ST JOE CO30.5K shares2.41%2025-09-302025-10-17history
CSD INVESCO EXCHANGE TRADED FD T16.0K shares-0.29%2025-09-302025-10-17history
NKE NIKE INC21.4K shares-0.92%2025-09-302025-10-17history
SHOP SHOPIFY INC9.8K shares-2.02%2025-09-302025-10-17history
PBE INVESCO EXCHANGE TRADED FD T20.8K shares0.00%2025-09-302025-10-17history
EWJ ISHARES INC18.1K shares0.03%2025-09-302025-10-17history
BABA ALIBABA GROUP HLDG LTD8.1K shares-3.92%2025-09-302025-10-17history
EOG EOG RES INC12.9K shares9.45%2025-09-302025-10-17history
Sponsored
VNQ VANGUARD INDEX FDS15.8K shares65.36%2025-09-302025-10-17history
TRV TRAVELERS COMPANIES INC5.1K shares-5.88%2025-09-302025-10-17history
XYZ BLOCK INC19.8K shares-6.36%2025-09-302025-10-17history
JEPI J P MORGAN EXCHANGE TRADED F25.0K shares-2.51%2025-09-302025-10-17history
VCR VANGUARD WORLD FD3.6K shares4.95%2025-09-302025-10-17history
ITOT ISHARES TR9.7K shares2.08%2025-09-302025-10-17history
KKR KKR & CO INC10.7K shares-1.53%2025-09-302025-10-17history
XNTK SPDR SERIES TRUST5.1K shares-1.92%2025-09-302025-10-17history
Sponsored
CSGP COSTAR GROUP INC16.3K shares-2.69%2025-09-302025-10-17history
GLD SPDR GOLD TR3.7K shares2.37%2025-09-302025-10-17history
EFG ISHARES TR11.5K shares3.48%2025-09-302025-10-17history
HQY HEALTHEQUITY INC13.6K shares112.72%2025-09-302025-10-17history
MAR MARRIOTT INTL INC NEW4.9K shares-4.11%2025-09-302025-10-17history
AOR ISHARES TR19.7K shares-0.91%2025-09-302025-10-17history
VRTX VERTEX PHARMACEUTICALS INC3.2K shares-5.84%2025-09-302025-10-17history
LMT LOCKHEED MARTIN CORP2.5K shares-1.10%2025-09-302025-10-17history
Sponsored
SHW SHERWIN WILLIAMS CO3.6K shares-2.42%2025-09-302025-10-17history
FICO FAIR ISAAC CORP835 shares13.14%2025-09-302025-10-17history
BBH VANECK ETF TRUST7.5K shares-1.15%2025-09-302025-10-17history
AIG AMERICAN INTL GROUP INC15.8K shares-1.59%2025-09-302025-10-17history
CSCO CISCO SYS INC17.7K shares-1.98%2025-09-302025-10-17history
DFAS DIMENSIONAL ETF TRUST17.6K shares0.00%2025-09-302025-10-17history
VSS VANGUARD INTL EQUITY INDEX F8.5K shares0.00%2025-09-302025-10-17history
SNOW SNOWFLAKE INC5.3K shares-4.49%2025-09-302025-10-17history
Sponsored
LEN LENNAR CORP9.4K shares0.00%2025-09-302025-10-17history
XLY SELECT SECTOR SPDR TR4.9K shares-2.61%2025-09-302025-10-17history
JHML JOHN HANCOCK EXCHANGE TRADED14.9K shares0.00%2025-09-302025-10-17history
MGK VANGUARD WORLD FD2.9K shares10.10%2025-09-302025-10-17history
T AT&T INC41.0K shares-0.77%2025-09-302025-10-17history
UNP UNION PAC CORP4.9K shares-1.61%2025-09-302025-10-17history
PJP INVESCO EXCHANGE TRADED FD T12.5K shares-2.25%2025-09-302025-10-17history
FFIV F5 INC3.6K shares0.00%2025-09-302025-10-17history
Sponsored
XLC SELECT SECTOR SPDR TR9.7K shares-2.71%2025-09-302025-10-17history
FVD FIRST TR EXCHANGE-TRADED FD24.5K shares-0.39%2025-09-302025-10-17history
UNH UNITEDHEALTH GROUP INC3.3K shares9.53%2025-09-302025-10-17history
IJR ISHARES TR9.3K shares39.45%2025-09-302025-10-17history
PG PROCTER AND GAMBLE CO7.2K shares0.40%2025-09-302025-10-17history
CI THE CIGNA GROUP3.8K shares-13.96%2025-09-302025-10-17history
DXJ WISDOMTREE TR8.4K shares-0.22%2025-09-302025-10-17history
ISRG INTUITIVE SURGICAL INC2.4K shares-1.95%2025-09-302025-10-17history
Sponsored
SCHW SCHWAB CHARLES CORP11.2K shares-0.37%2025-09-302025-10-17history
TJX TJX COS INC NEW7.4K shares-3.95%2025-09-302025-10-17history
MTN VAIL RESORTS INC7.1K shares-23.31%2025-09-302025-10-17history
HCA HCA HEALTHCARE INC2.5K shares-3.12%2025-09-302025-10-17history
VGK VANGUARD INTL EQUITY INDEX F13.2K shares0.02%2025-09-302025-10-17history
PID INVESCO EXCHANGE TRADED FD T49.6K shares-1.21%2025-09-302025-10-17history
MTUM ISHARES TR4.1K shares1.40%2025-09-302025-10-17history
ABT ABBOTT LABS7.8K shares0.45%2025-09-302025-10-17history
Sponsored
OXY OCCIDENTAL PETE CORP21.6K shares-2.00%2025-09-302025-10-17history
PRFZ INVESCO EXCHANGE TRADED FD T22.4K shares0.00%2025-09-302025-10-17history
IBM INTERNATIONAL BUSINESS MACHS3.6K shares0.31%2025-09-302025-10-17history
FI FISERV INC7.8K shares-3.10%2025-09-302025-10-17history
MSCI MSCI INC1.8K shares2.61%2025-09-302025-10-17history
HON HONEYWELL INTL INC4.8K shares-7.23%2025-09-302025-10-17history
COP CONOCOPHILLIPS10.6K shares1.67%2025-09-302025-10-17history
CMCSA COMCAST CORP NEW31.4K shares10.11%2025-09-302025-10-17history
Sponsored
PSX PHILLIPS 667.3K shares-1.48%2025-09-302025-10-17history
CMI CUMMINS INC2.3K shares0.00%2025-09-302025-10-17history
KRE SPDR SERIES TRUST15.5K shares3.90%2025-09-302025-10-17history
WYNN WYNN RESORTS LTD7.6K shares-0.39%2025-09-302025-10-17history
PLTR PALANTIR TECHNOLOGIES INC5.3K shares15.77%2025-09-302025-10-17history
MCD MCDONALDS CORP3.1K shares-2.30%2025-09-302025-10-17history
BMY BRISTOL-MYERS SQUIBB CO21.0K shares-6.17%2025-09-302025-10-17history
DTD WISDOMTREE TR11.2K shares0.00%2025-09-302025-10-17history
Sponsored
APH AMPHENOL CORP NEW7.6K shares-7.43%2025-09-302025-10-17history
MCK MCKESSON CORP1.2K shares0.00%2025-09-302025-10-17history
PWV INVESCO EXCHANGE TRADED FD T14.3K shares0.01%2025-09-302025-10-17history
PWR QUANTA SVCS INC2.2K shares-2.06%2025-09-302025-10-17history
DFAC DIMENSIONAL ETF TRUST23.9K shares-0.05%2025-09-302025-10-17history
ELV ELEVANCE HEALTH INC FORMERLY2.8K shares-0.84%2025-09-302025-10-17history
XBI SPDR SERIES TRUST9.1K shares-6.19%2025-09-302025-10-17history
PRU PRUDENTIAL FINL INC8.7K shares-1.96%2025-09-302025-10-17history
Sponsored
JHMD JOHN HANCOCK EXCHANGE TRADED22.7K shares0.00%2025-09-302025-10-17history
VZ VERIZON COMMUNICATIONS INC20.5K shares1.32%2025-09-302025-10-17history
NVO NOVO-NORDISK A S15.8K shares0.00%2025-09-302025-10-17history
NUHY NUSHARES ETF TR40.1K shares-6.52%2025-09-302025-10-17history
VDE VANGUARD WORLD FD6.9K shares182.98%2025-09-302025-10-17history
INTU INTUIT1.3K shares-13.99%2025-09-302025-10-17history
TTD THE TRADE DESK INC17.6K shares2.54%2025-09-302025-10-17history
USMV ISHARES TR9.0K shares-18.70%2025-09-302025-10-17history
Sponsored
MET METLIFE INC10.4K shares1.93%2025-09-302025-10-17history
MSGS MADISON SQUARE GRDN SPRT COR3.8K shares-8.59%2025-09-302025-10-17history
CET CENTRAL SECS CORP16.6K shares-2.20%2025-09-302025-10-17history
ELAN ELANCO ANIMAL HEALTH INC41.5K shares-6.32%2025-09-302025-10-17history
HHH HOWARD HUGHES HOLDINGS INC10.1K shares0.14%2025-09-302025-10-17history
AIVL WISDOMTREE TR7.2K shares-8.04%2025-09-302025-10-17history
MCO MOODYS CORP1.7K shares-4.58%2025-09-302025-10-17history
ONEQ FIDELITY COMWLTH TR9.2K shares-12.25%2025-09-302025-10-17history
Sponsored
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APO APOLLO GLOBAL MGMT INC6.2K shares-0.10%2025-09-302025-10-17history
DKNG DRAFTKINGS INC NEW21.9K shares-0.59%2025-09-302025-10-17history
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CRWD CROWDSTRIKE HLDGS INC1.7K shares-1.31%2025-09-302025-10-17history
GLW CORNING INC9.7K shares-3.42%2025-09-302025-10-17history
RRR RED ROCK RESORTS INC13.0K shares0.00%2025-09-302025-10-17history
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MSTR STRATEGY INC2.4K shares68.31%2025-09-302025-10-17history
VPU VANGUARD WORLD FD4.1K shares2.80%2025-09-302025-10-17history
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SPGI S&P GLOBAL INC1.6K shares2.60%2025-09-302025-10-17history
IHE ISHARES TR10.6K shares-5.65%2025-09-302025-10-17history
UHAL.B U HAUL HOLDING COMPANY15.0K shares-0.50%2025-09-302025-10-17history
SCHD SCHWAB STRATEGIC TR27.6K shares-9.70%2025-09-302025-10-17history
MRK MERCK & CO INC8.9K shares-4.23%2025-09-302025-10-17history
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MU MICRON TECHNOLOGY INC4.4K shares-0.89%2025-09-302025-10-17history
GSY INVESCO ACTIVELY MANAGED EXC14.7K shares1.14%2025-09-302025-10-17history
ASML ASML HOLDING N V758 shares0.00%2025-09-302025-10-17history
MELI MERCADOLIBRE INC311 shares0.00%2025-09-302025-10-17history
NULG NUSHARES ETF TR7.3K shares-14.62%2025-09-302025-10-17history
BXMT BLACKSTONE MTG TR INC39.1K shares6.32%2025-09-302025-10-17history
DD DUPONT DE NEMOURS INC9.2K shares-4.18%2025-09-302025-10-17history
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DOL WISDOMTREE TR11.4K shares-2.37%2025-09-302025-10-17history
KO COCA COLA CO10.5K shares2.32%2025-09-302025-10-17history
VCSH VANGUARD SCOTTSDALE FDS8.6K shares0.73%2025-09-302025-10-17history
IT GARTNER INC2.6K shares-14.37%2025-09-302025-10-17history
XOM EXXON MOBIL CORP6.1K shares-0.56%2025-09-302025-10-17history
FEPI ETF OPPORTUNITIES TRUST14.5K sharesnew addition2025-09-302025-10-17history
TT TRANE TECHNOLOGIES PLC1.6K shares65.47%2025-09-302025-10-17history
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CHI CALAMOS CONV OPPORTUNITIES &61.9K shares4.41%2025-09-302025-10-17history
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IYT ISHARES TR9.3K shares-2.29%2025-09-302025-10-17history
VAW VANGUARD WORLD FD3.3K sharesnew addition2025-09-302025-10-17history
WFC WELLS FARGO CO NEW7.8K shares-0.24%2025-09-302025-10-17history
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ECF ELLSWORTH GROWTH & INCOME FD55.9K shares0.05%2025-09-302025-10-17history
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MO ALTRIA GROUP INC9.8K shares10.49%2025-09-302025-10-17history
RSP INVESCO EXCHANGE TRADED FD T3.4K shares0.24%2025-09-302025-10-17history
IWD ISHARES TR3.1K shares13.24%2025-09-302025-10-17history
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BND VANGUARD BD INDEX FDS8.3K shares-24.17%2025-09-302025-10-17history
DHR DANAHER CORPORATION3.1K shares0.06%2025-09-302025-10-17history
IEFA ISHARES TR7.1K shares0.57%2025-09-302025-10-17history
DDOG DATADOG INC4.3K shares6.71%2025-09-302025-10-17history
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ADSK AUTODESK INC1.9K shares4.92%2025-09-302025-10-17history
XMVM INVESCO EXCHANGE TRADED FD T9.9K shares0.02%2025-09-302025-10-17history
CMPR CIMPRESS PLC9.6K shares5.68%2025-09-302025-10-17history
QLD PROSHARES TR4.4K shares0.00%2025-09-302025-10-17history
D DOMINION ENERGY INC9.8K shares7.43%2025-09-302025-10-17history
JETS ETF SER SOLUTIONS24.2K shares0.34%2025-09-302025-10-17history
AGGY WISDOMTREE TR13.4K shares0.64%2025-09-302025-10-17history
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EPS WISDOMTREE TR8.6K shares-13.47%2025-09-302025-10-17history
EMR EMERSON ELEC CO4.5K shares-1.32%2025-09-302025-10-17history
RITM RITHM CAPITAL CORP51.4K shares1.58%2025-09-302025-10-17history
NUKZ EXCHANGE TRADED CONCEPTS TRU9.0K shares122.12%2025-09-302025-10-17history
CTVA CORTEVA INC8.6K shares-1.25%2025-09-302025-10-17history
PFE PFIZER INC22.7K shares-0.76%2025-09-302025-10-17history
EDV VANGUARD WORLD FD8.4K shares10.12%2025-09-302025-10-17history
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AFRM AFFIRM HLDGS INC7.9K shares0.00%2025-09-302025-10-17history
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ROAD CONSTRUCTION PARTNERS INC4.5K shares-0.09%2025-09-302025-10-17history
USA LIBERTY ALL STAR EQUITY FD89.0K shares1.63%2025-09-302025-10-17history
ALL ALLSTATE CORP2.6K shares-5.57%2025-09-302025-10-17history
XSVM INVESCO EXCHANGE TRADED FD T9.7K shares0.00%2025-09-302025-10-17history
ULTA ULTA BEAUTY INC1.0K shares-2.33%2025-09-302025-10-17history
UPS UNITED PARCEL SERVICE INC6.6K shares-19.22%2025-09-302025-10-17history
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ICE INTERCONTINENTAL EXCHANGE IN3.3K shares0.00%2025-09-302025-10-17history
VPL VANGUARD INTL EQUITY INDEX F6.2K shares-2.73%2025-09-302025-10-17history
SPGP INVESCO EXCHANGE TRADED FD T4.8K shares0.04%2025-09-302025-10-17history
JCI JOHNSON CTLS INTL PLC4.9K shares0.00%2025-09-302025-10-17history
PEP PEPSICO INC3.8K shares41.87%2025-09-302025-10-17history
HOUS ANYWHERE REAL ESTATE INC50.0K shares0.00%2025-09-302025-10-17history
STX SEAGATE TECHNOLOGY HLDNGS PL2.2K shares-8.34%2025-09-302025-10-17history
PEY INVESCO EXCHANGE TRADED FD T25.0K shares-0.80%2025-09-302025-10-17history
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NUMG NUSHARES ETF TR10.8K shares-9.70%2025-09-302025-10-17history
GDV GABELLI DIVID & INCOME TR19.3K shares-1.95%2025-09-302025-10-17history
BNDX VANGUARD CHARLOTTE FDS10.6K shares24.76%2025-09-302025-10-17history
ERIC TELEFONAKTIEBOLAGET LM ERICS63.3K shares5.08%2025-09-302025-10-17history
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DDS DILLARDS INC818 shares0.00%2025-09-302025-10-17history
ALK ALASKA AIR GROUP INC10.1K shares-1.66%2025-09-302025-10-17history
RRX REGAL REXNORD CORPORATION3.5K shares5.02%2025-09-302025-10-17history
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XLB SELECT SECTOR SPDR TR5.5K shares-0.60%2025-09-302025-10-17history
DFIV DIMENSIONAL ETF TRUST10.6K shares0.18%2025-09-302025-10-17history
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GPC GENUINE PARTS CO3.4K shares0.91%2025-09-302025-10-17history
NVS NOVARTIS AG3.7K shares0.00%2025-09-302025-10-17history
MDY SPDR S&P MIDCAP 400 ETF TR784 shares0.13%2025-09-302025-10-17history
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GEN GEN DIGITAL INC16.4K shares-1.21%2025-09-302025-10-17history
TMO THERMO FISHER SCIENTIFIC INC956 shares6.10%2025-09-302025-10-17history
SUSB ISHARES TR18.3K shares17.32%2025-09-302025-10-17history
BBWI BATH & BODY WORKS INC8.8K sharesnew addition2025-09-302025-10-17history
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FIS FIDELITY NATL INFORMATION SV6.9K shares13.43%2025-09-302025-10-17history
IBB ISHARES TR3.2K shares-4.19%2025-09-302025-10-17history
INTC INTEL CORP13.5K shares2.60%2025-09-302025-10-17history
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HLT HILTON WORLDWIDE HLDGS INC1.7K shares-32.65%2025-09-302025-10-17history
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TIP ISHARES TR4.0K shares98.35%2025-09-302025-10-17history
CHTR CHARTER COMMUNICATIONS INC N1.6K shares-26.32%2025-09-302025-10-17history
REGN REGENERON PHARMACEUTICALS784 shares-1.88%2025-09-302025-10-17history
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EA ELECTRONIC ARTS INC2.2K shares0.00%2025-09-302025-10-17history
TFLO ISHARES TR8.6K shares1.00%2025-09-302025-10-17history
RYAN RYAN SPECIALTY HOLDINGS INC7.7K sharesnew addition2025-09-302025-10-17history
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SWKS SKYWORKS SOLUTIONS INC5.4K shares-0.20%2025-09-302025-10-17history
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KNSL KINSALE CAP GROUP INC929 shares9.55%2025-09-302025-10-17history
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IWP ISHARES TR2.8K shares64.03%2025-09-302025-10-17history
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SO SOUTHERN CO3.9K shares0.03%2025-09-302025-10-17history
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BILL BILL HOLDINGS INC6.9K shares-0.66%2025-09-302025-10-17history
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AZO AUTOZONE INC85 shares0.00%2025-09-302025-10-17history
BAR GRANITESHARES GOLD TR9.5K shares40.39%2025-09-302025-10-17history
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ALLE ALLEGION PLC2.0K shares-4.08%2025-09-302025-10-17history
DSL DOUBLELINE INCOME SOLUTIONS29.2K shares13.40%2025-09-302025-10-17history
EFA ISHARES TR3.8K shares1.72%2025-09-302025-10-17history
PGP PIMCO GLOBAL STOCKSPLS INCM41.5K shares26.72%2025-09-302025-10-17history
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CARR CARRIER GLOBAL CORPORATION5.9K shares-0.30%2025-09-302025-10-17history
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LII LENNOX INTL INC666 shares14.43%2025-09-302025-10-17history
GLBE GLOBAL E ONLINE LTD9.9K shares13.03%2025-09-302025-10-17history
EFV ISHARES TR5.2K shares0.00%2025-09-302025-10-17history
WSO WATSCO INC869 sharesnew addition2025-09-302025-10-17history
GWRE GUIDEWIRE SOFTWARE INC1.5K shares-6.55%2025-09-302025-10-17history
WMS ADVANCED DRAIN SYS INC DEL2.5K shares0.00%2025-09-302025-10-17history
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AAMI ACADIAN ASSET MANAGEMENT INC7.2K shares-15.82%2025-09-302025-10-17history
RKT ROCKET COS INC17.9K sharesnew addition2025-09-302025-10-17history
PM PHILIP MORRIS INTL INC2.1K shares2.79%2025-09-302025-10-17history
TOL TOLL BROTHERS INC2.5K shares-4.03%2025-09-302025-10-17history
ANET ARISTA NETWORKS INC2.4K shares-0.42%2025-09-302025-10-17history
ACN ACCENTURE PLC IRELAND1.4K shares-48.06%2025-09-302025-10-17history
WY WEYERHAEUSER CO MTN BE13.7K shares-11.83%2025-09-302025-10-17history
VB VANGUARD INDEX FDS1.3K sharesnew addition2025-09-302025-10-17history
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DFUV DIMENSIONAL ETF TRUST7.5K shares0.00%2025-09-302025-10-17history
CTSH COGNIZANT TECHNOLOGY SOLUTIO5.0K sharesnew addition2025-09-302025-10-17history
BSX BOSTON SCIENTIFIC CORP3.4K sharesnew addition2025-09-302025-10-17history
AROC ARCHROCK INC12.6K sharesnew addition2025-09-302025-10-17history
MLPA GLOBAL X FDS6.8K shares0.00%2025-09-302025-10-17history
FXL FIRST TR EXCHANGE TRADED FD1.9K shares0.00%2025-09-302025-10-17history
IOT SAMSARA INC8.7K shares14.67%2025-09-302025-10-17history
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EWBC EAST WEST BANCORP INC3.0K shares0.00%2025-09-302025-10-17history
ASH ASHLAND INC6.7K shares7.46%2025-09-302025-10-17history
NYT NEW YORK TIMES CO5.6K sharesnew addition2025-09-302025-10-17history
CNR CORE NATURAL RESOURCES INC3.8K shares10.35%2025-09-302025-10-17history
CCI CROWN CASTLE INC3.3K shares-1.31%2025-09-302025-10-17history
BHF BRIGHTHOUSE FINL INC6.0K shares0.00%2025-09-302025-10-17history
SSO PROSHARES TR2.8K shares0.00%2025-09-302025-10-17history
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HDB HDFC BANK LTD9.1K shares100.00%2025-09-302025-10-17history
NXPI NXP SEMICONDUCTORS N V1.4K shares0.00%2025-09-302025-10-17history
SYY SYSCO CORP3.8K shares9.71%2025-09-302025-10-17history
SDY SPDR SERIES TRUST2.2K shares-5.18%2025-09-302025-10-17history
PSI INVESCO EXCHANGE TRADED FD T4.4K shares0.00%2025-09-302025-10-17history
RVTY REVVITY INC3.5K shares-14.07%2025-09-302025-10-17history
RBC RBC BEARINGS INC783 shares-4.28%2025-09-302025-10-17history
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NJR NEW JERSEY RES CORP6.3K shares32.69%2025-09-302025-10-17history
IWO ISHARES TR953 shares0.00%2025-09-302025-10-17history
FTC FIRST TR EXCHANGE-TRADED ALP1.9K shares0.00%2025-09-302025-10-17history
AMT AMERICAN TOWER CORP NEW1.6K shares-7.58%2025-09-302025-10-17history
CSQ CALAMOS STRATEGIC TOTAL RETU15.6K shares-6.05%2025-09-302025-10-17history
MGEE MGE ENERGY INC3.5K sharesnew addition2025-09-302025-10-17history
MORN MORNINGSTAR INC1.3K shares8.20%2025-09-302025-10-17history
RMD RESMED INC1.1K shares6.16%2025-09-302025-10-17history
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DLN WISDOMTREE TR3.4K shares-15.17%2025-09-302025-10-17history
LH LABCORP HOLDINGS INC1.0K shares-18.19%2025-09-302025-10-17history
STGW STAGWELL INC51.3K shares0.00%2025-09-302025-10-17history
IJK ISHARES TR3.0K shares-0.79%2025-09-302025-10-17history
AMP AMERIPRISE FINL INC584 shares0.00%2025-09-302025-10-17history
SEIC SEI INVTS CO3.4K shares12.74%2025-09-302025-10-17history
OKE ONEOK INC NEW3.9K shares0.00%2025-09-302025-10-17history
CMG CHIPOTLE MEXICAN GRILL INC7.3K shares1.40%2025-09-302025-10-17history
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AUR AURORA INNOVATION INC52.7K sharesnew addition2025-09-302025-10-17history
MGM MGM RESORTS INTERNATIONAL8.2K shares-3.39%2025-09-302025-10-17history
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MGC VANGUARD WORLD FD1.1K shares0.26%2025-09-302025-10-17history
EXLS EXLSERVICE HOLDINGS INC6.4K sharesnew addition2025-09-302025-10-17history
PRI PRIMERICA INC1.0K shares9.22%2025-09-302025-10-17history
MORT VANECK ETF TRUST25.8K shares0.00%2025-09-302025-10-17history
ZTS ZOETIS INC1.9K shares6.76%2025-09-302025-10-17history
Sponsored
TEL TE CONNECTIVITY PLC1.2K shares-11.36%2025-09-302025-10-17history
CII BLACKROCK ENHANCED LARGE CAP11.9K shares-1.17%2025-09-302025-10-17history
ITW ILLINOIS TOOL WKS INC1.0K shares-1.88%2025-09-302025-10-17history
AER AERCAP HOLDINGS NV2.2K shares0.00%2025-09-302025-10-17history
MNST MONSTER BEVERAGE CORP NEW4.0K shares0.55%2025-09-302025-10-17history
ASGI ABRDN GLOBAL INFRA INCOME FU12.8K shares-5.48%2025-09-302025-10-17history
PGF INVESCO EXCHANGE TRADED FD T18.5K shares-1.59%2025-09-302025-10-17history
IGF ISHARES TR4.4K shares-2.12%2025-09-302025-10-17history
Sponsored
WBD WARNER BROS DISCOVERY INC13.8K shares-2.81%2025-09-302025-10-17history
ECL ECOLAB INC982 shares0.00%2025-09-302025-10-17history
GIS GENERAL MLS INC5.3K shares10.54%2025-09-302025-10-17history
LBTYK LIBERTY GLOBAL LTD22.8K sharesnew addition2025-09-302025-10-17history
SLB SCHLUMBERGER LTD7.8K shares11.75%2025-09-302025-10-17history
CPNG COUPANG INC8.2K shares0.00%2025-09-302025-10-17history
IWN ISHARES TR1.5K sharesnew addition2025-09-302025-10-17history
WTW WILLIS TOWERS WATSON PLC LTD755 sharesnew addition2025-09-302025-10-17history
Sponsored
IDXX IDEXX LABS INC408 shares0.00%2025-09-302025-10-17history
KBE SPDR SERIES TRUST4.4K shares0.00%2025-09-302025-10-17history
QRVO QORVO INC2.9K shares0.00%2025-09-302025-10-17history
KBR KBR INC5.5K shares10.68%2025-09-302025-10-17history
AMLP ALPS ETF TR5.5K shares-0.71%2025-09-302025-10-17history
COR CENCORA INC824 shares0.00%2025-09-302025-10-17history
SUSL ISHARES TR2.2K shares0.00%2025-09-302025-10-17history
SPHR SPHERE ENTERTAINMENT CO4.1K sharesnew addition2025-09-302025-10-17history
Sponsored
TWLO TWILIO INC2.5K shares-5.92%2025-09-302025-10-17history
EPD ENTERPRISE PRODS PARTNERS L8.1K shares-1.74%2025-09-302025-10-17history
BJ BJS WHSL CLUB HLDGS INC2.7K sharesnew addition2025-09-302025-10-17history
NOC NORTHROP GRUMMAN CORP410 shares-0.24%2025-09-302025-10-17history

Call Option Holdings
VKTX Call CallVIKING THERAPEUTICS INC400 sharesnew addition2025-09-302025-10-17history

Put Option Holdings
No put option holdings data available