The Analysis of Intrua Financial, LLC's Holdings


Currently, Intrua Financial, LLC holds 441 types of securities in its portfolio with a total value $854.2M. In the most recent quarter, they have increased their positions in USFR (+199.7K shares, valued at $10.0M), DGRW (+75.3K shares, valued at $6.7M), COWZ (+98.8K shares, valued at $5.7M); decreased their positions in XLV (-22.6K shares, valued at $3.1M), JEPI (-37.3K shares, valued at $2.1M), BRK.B (-1.0K shares, valued at $511.3K); initiated new positions in USFR (+199.7K shares, valued at $10.0M), COWZ (+98.8K shares, valued at $5.7M), VCSH (+54.6K shares, valued at $4.4M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SPYM SPDR SERIES TRUST919.5K shares2.20%2025-09-302025-10-29history
DGRW WISDOMTREE TR469.6K shares19.08%2025-09-302025-10-29history
JBND J P MORGAN EXCHANGE TRADED F673.7K shares2.52%2025-09-302025-10-29history
XLK SELECT SECTOR SPDR TR122.8K shares1.99%2025-09-302025-10-29history
QGRO AMERICAN CENTY ETF TR289.6K shares2.31%2025-09-302025-10-29history
GLD SPDR GOLD TR90.4K shares8.56%2025-09-302025-10-29history
PYLD PIMCO ETF TR878.2K shares3.18%2025-09-302025-10-29history
XLY SELECT SECTOR SPDR TR74.0K shares-1.70%2025-09-302025-10-29history
Sponsored
AAPL APPLE INC68.7K shares12.27%2025-09-302025-10-29history
NVDA NVIDIA CORPORATION73.4K shares14.00%2025-09-302025-10-29history
PCEF INVESCO EXCH TRADED FD TR II528.2K shares12.17%2025-09-302025-10-29history
SPY SPDR S&P 500 ETF TR15.7K shares29.29%2025-09-302025-10-29history
IQLT ISHARES TR230.0K shares9.87%2025-09-302025-10-29history
USFR WISDOMTREE TR199.7K sharesnew addition2025-09-302025-10-29history
MSFT MICROSOFT CORP18.9K shares6.10%2025-09-302025-10-29history
AVGO BROADCOM INC23.7K shares-0.31%2025-09-302025-10-29history
Sponsored
XOM EXXON MOBIL CORP68.2K shares-3.48%2025-09-302025-10-29history
IVV ISHARES TR11.2K shares-0.91%2025-09-302025-10-29history
XLI SELECT SECTOR SPDR TR47.7K shares-2.83%2025-09-302025-10-29history
BSJR INVESCO EXCH TRD SLF IDX FD311.2K shares7.41%2025-09-302025-10-29history
AMZN AMAZON COM INC30.2K shares25.85%2025-09-302025-10-29history
COWZ PACER FDS TR98.8K sharesnew addition2025-09-302025-10-29history
IWF ISHARES TR11.9K shares-1.89%2025-09-302025-10-29history
PAB PGIM ETF TR129.8K shares18.80%2025-09-302025-10-29history
Sponsored
CGGE CAPITAL GROUP GLOBAL EQUITY180.0K shares45.29%2025-09-302025-10-29history
VTI VANGUARD INDEX FDS16.6K shares7.88%2025-09-302025-10-29history
BSJQ INVESCO EXCH TRD SLF IDX FD231.0K shares-2.12%2025-09-302025-10-29history
BSJP INVESCO EXCH TRD SLF IDX FD230.4K shares-0.88%2025-09-302025-10-29history
ABBV ABBVIE INC22.3K shares7.63%2025-09-302025-10-29history
RWL INVESCO EXCH TRADED FD TR II46.3K shares-1.53%2025-09-302025-10-29history
JPST J P MORGAN EXCHANGE TRADED F100.0K shares92.28%2025-09-302025-10-29history
SCHD SCHWAB STRATEGIC TR185.0K shares22.95%2025-09-302025-10-29history
Sponsored
XLP SELECT SECTOR SPDR TR63.1K shares14.63%2025-09-302025-10-29history
XLV SELECT SECTOR SPDR TR35.0K shares-39.25%2025-09-302025-10-29history
CVX CHEVRON CORP NEW31.0K shares21.45%2025-09-302025-10-29history
VOO VANGUARD INDEX FDS7.8K shares93.34%2025-09-302025-10-29history
IWB ISHARES TR12.5K shares3.78%2025-09-302025-10-29history
YYY AMPLIFY ETF TR378.0K shares3.75%2025-09-302025-10-29history
CFO VICTORY PORTFOLIOS II60.3K shares1.57%2025-09-302025-10-29history
VCSH VANGUARD SCOTTSDALE FDS54.6K sharesnew addition2025-09-302025-10-29history
Sponsored
IEFA ISHARES TR42.8K shares3.95%2025-09-302025-10-29history
IJH ISHARES TR56.3K shares1.09%2025-09-302025-10-29history
RLY SSGA ACTIVE ETF TR118.5K shares0.09%2025-09-302025-10-29history
XSHQ INVESCO EXCH TRADED FD TR II80.5K shares-4.74%2025-09-302025-10-29history
ENB ENBRIDGE INC67.6K shares-9.47%2025-09-302025-10-29history
JMUB J P MORGAN EXCHANGE TRADED F67.1K shares9.08%2025-09-302025-10-29history
SCHB SCHWAB STRATEGIC TR128.4K shares-2.31%2025-09-302025-10-29history
QQQM INVESCO EXCH TRADED FD TR II12.8K shares34.99%2025-09-302025-10-29history
Sponsored
JNJ JOHNSON & JOHNSON17.0K shares5.28%2025-09-302025-10-29history
O REALTY INCOME CORP50.8K shares4.20%2025-09-302025-10-29history
GOOGL ALPHABET INC12.6K shares-0.97%2025-09-302025-10-29history
SPYG SPDR SERIES TRUST29.1K shares11.27%2025-09-302025-10-29history
MUNI PIMCO ETF TR57.8K shares18.82%2025-09-302025-10-29history
XLC SELECT SECTOR SPDR TR25.4K shares1.16%2025-09-302025-10-29history
IGRO ISHARES TR37.0K shares5.70%2025-09-302025-10-29history
QQQ INVESCO QQQ TR4.9K shares178.49%2025-09-302025-10-29history
Sponsored
XLF SELECT SECTOR SPDR TR53.4K shares6.52%2025-09-302025-10-29history
FBND FIDELITY MERRIMACK STR TR61.7K shares51.27%2025-09-302025-10-29history
TLT ISHARES TR31.9K shares43.25%2025-09-302025-10-29history
T AT&T INC100.8K shares-5.70%2025-09-302025-10-29history
GCOW PACER FDS TR70.9K sharesnew addition2025-09-302025-10-29history
BRK.B BERKSHIRE HATHAWAY INC DEL5.5K shares-15.50%2025-09-302025-10-29history
AOR ISHARES TR42.9K shares9.43%2025-09-302025-10-29history
DON WISDOMTREE TR52.3K shares-3.01%2025-09-302025-10-29history
Sponsored
VZ VERIZON COMMUNICATIONS INC61.1K shares3.86%2025-09-302025-10-29history
FTCS FIRST TR EXCHANGE-TRADED FD27.8K shares-0.30%2025-09-302025-10-29history
INCM FRANKLIN TEMPLETON ETF TR93.6K shares58.73%2025-09-302025-10-29history
JPM JPMORGAN CHASE & CO.7.7K shares12.00%2025-09-302025-10-29history
TIPX SPDR SERIES TRUST123.1K sharesnew addition2025-09-302025-10-29history
EFA ISHARES TR25.2K shares0.72%2025-09-302025-10-29history
SPHQ INVESCO EXCHANGE TRADED FD T31.6K shares-1.71%2025-09-302025-10-29history
MDYV SPDR SERIES TRUST27.5K sharesnew addition2025-09-302025-10-29history
Sponsored
EPD ENTERPRISE PRODS PARTNERS L72.6K shares1.29%2025-09-302025-10-29history
VWO VANGUARD INTL EQUITY INDEX F41.8K shares-9.50%2025-09-302025-10-29history
IJR ISHARES TR18.9K shares-8.67%2025-09-302025-10-29history
ET ENERGY TRANSFER L P129.4K shares12.98%2025-09-302025-10-29history
XLU SELECT SECTOR SPDR TR24.9K shares139.55%2025-09-302025-10-29history
USB US BANCORP DEL43.7K shares-5.33%2025-09-302025-10-29history
LMT LOCKHEED MARTIN CORP4.2K shares1.21%2025-09-302025-10-29history
GOOG ALPHABET INC8.5K shares34.18%2025-09-302025-10-29history
Sponsored
VO VANGUARD INDEX FDS7.0K sharesnew addition2025-09-302025-10-29history
WMT WALMART INC19.8K shares5.89%2025-09-302025-10-29history
SPTS SPDR SERIES TRUST68.9K sharesnew addition2025-09-302025-10-29history
ARTY ISHARES TR44.1K shares5.72%2025-09-302025-10-29history
FIXD FIRST TR EXCHNG TRADED FD VI45.1K shares-1.40%2025-09-302025-10-29history
TSLA TESLA INC4.5K shares72.10%2025-09-302025-10-29history
PFE PFIZER INC77.5K shares0.32%2025-09-302025-10-29history
SPYV SPDR SERIES TRUST35.6K shares19.49%2025-09-302025-10-29history
Sponsored
PHYS SPROTT ASSET MANAGEMENT LP65.5K sharesnew addition2025-09-302025-10-29history
RDVY FIRST TR EXCHANGE TRADED FD28.0K shares0.38%2025-09-302025-10-29history
FLQM FRANKLIN TEMPLETON ETF TR32.9K shares45.85%2025-09-302025-10-29history
DXPE DXP ENTERPRISES INC15.5K sharesnew addition2025-09-302025-10-29history
IAU ISHARES GOLD TR24.8K shares106.20%2025-09-302025-10-29history
ABT ABBOTT LABS13.4K shares8.75%2025-09-302025-10-29history
ISCF ISHARES TR43.2K shares55.70%2025-09-302025-10-29history
AIRR FIRST TR EXCHANGE TRADED FD18.0K sharesnew addition2025-09-302025-10-29history
Sponsored
FVD FIRST TR EXCHANGE-TRADED FD37.4K shares-10.32%2025-09-302025-10-29history
META META PLATFORMS INC2.3K shares109.43%2025-09-302025-10-29history
RTX RTX CORPORATION10.2K shares15.27%2025-09-302025-10-29history
EMGF ISHARES INC30.1K shares50.11%2025-09-302025-10-29history
VUG VANGUARD INDEX FDS3.5K shares0.31%2025-09-302025-10-29history
CSCO CISCO SYS INC24.5K shares-6.93%2025-09-302025-10-29history
JEPI J P MORGAN EXCHANGE TRADED F28.9K shares-56.37%2025-09-302025-10-29history
AMGN AMGEN INC5.7K shares-1.43%2025-09-302025-10-29history
Sponsored
COP CONOCOPHILLIPS17.0K shares1.89%2025-09-302025-10-29history
IBIT ISHARES BITCOIN TRUST ETF24.0K shares47.53%2025-09-302025-10-29history
OKLO OKLO INC13.8K shares-23.09%2025-09-302025-10-29history
AVUV AMERICAN CENTY ETF TR15.5K sharesnew addition2025-09-302025-10-29history
SHY ISHARES TR18.4K shares3.35%2025-09-302025-10-29history
PG PROCTER AND GAMBLE CO9.8K shares0.34%2025-09-302025-10-29history
VOOV VANGUARD ADMIRAL FDS INC7.5K shares-6.51%2025-09-302025-10-29history
VB VANGUARD INDEX FDS5.7K sharesnew addition2025-09-302025-10-29history
Sponsored
PEP PEPSICO INC10.1K shares-3.12%2025-09-302025-10-29history
XLE SELECT SECTOR SPDR TR15.3K shares114.39%2025-09-302025-10-29history
MDT MEDTRONIC PLC13.8K shares-8.43%2025-09-302025-10-29history
PSX PHILLIPS 669.4K shares0.86%2025-09-302025-10-29history
ORCL ORACLE CORP4.5K shares25.90%2025-09-302025-10-29history
IHAK ISHARES TR24.1K shares7.05%2025-09-302025-10-29history
SPYI NEOS ETF TRUST23.9K shares25.18%2025-09-302025-10-29history
IWD ISHARES TR6.0K sharesnew addition2025-09-302025-10-29history
Sponsored
BX BLACKSTONE INC7.1K shares-9.37%2025-09-302025-10-29history
DOC HEALTHPEAK PROPERTIES INC63.3K shares1.58%2025-09-302025-10-29history
SPSM SPDR SERIES TRUST25.9K shares296.36%2025-09-302025-10-29history
PLTR PALANTIR TECHNOLOGIES INC6.5K shares15.97%2025-09-302025-10-29history
BCE BCE INC50.5K shares-3.34%2025-09-302025-10-29history
IWM ISHARES TR4.9K shares5.84%2025-09-302025-10-29history
SPMD SPDR SERIES TRUST20.5K sharesnew addition2025-09-302025-10-29history
EFV ISHARES TR17.3K shares-25.48%2025-09-302025-10-29history
Sponsored
BNS BANK NOVA SCOTIA HALIFAX18.0K shares-8.27%2025-09-302025-10-29history
USMV ISHARES TR12.2K sharesnew addition2025-09-302025-10-29history
V VISA INC3.3K shares21.77%2025-09-302025-10-29history
MO ALTRIA GROUP INC16.9K shares33.34%2025-09-302025-10-29history
JEPQ J P MORGAN EXCHANGE TRADED F19.4K shares-1.78%2025-09-302025-10-29history
QCOM QUALCOMM INC6.6K shares7.38%2025-09-302025-10-29history
TFC TRUIST FINL CORP23.9K shares5.70%2025-09-302025-10-29history
NFLX NETFLIX INC909 shares-20.47%2025-09-302025-10-29history
Sponsored
CGMU CAPITAL GRP FIXED INCM ETF T39.9K shares20.81%2025-09-302025-10-29history
INMU BLACKROCK ETF TRUST II45.2K shares20.34%2025-09-302025-10-29history
MCD MCDONALDS CORP3.5K shares-16.65%2025-09-302025-10-29history
OHI OMEGA HEALTHCARE INVS INC25.1K shares-1.13%2025-09-302025-10-29history
IBM INTERNATIONAL BUSINESS MACHS3.7K shares21.97%2025-09-302025-10-29history
SMH VANECK ETF TRUST3.2K shares-11.82%2025-09-302025-10-29history
UPS UNITED PARCEL SERVICE INC12.5K shares5.70%2025-09-302025-10-29history
RL RALPH LAUREN CORP3.3K shares-1.20%2025-09-302025-10-29history
Sponsored
CLS CELESTICA INC4.0K shares10.19%2025-09-302025-10-29history
KO COCA COLA CO14.7K shares13.18%2025-09-302025-10-29history
VTV VANGUARD INDEX FDS5.2K shares3.26%2025-09-302025-10-29history
GE GE AEROSPACE3.2K shares66.61%2025-09-302025-10-29history
BP BP PLC27.4K shares0.25%2025-09-302025-10-29history
LIN LINDE PLC2.0K shares-0.50%2025-09-302025-10-29history
ES EVERSOURCE ENERGY13.2K shares2.72%2025-09-302025-10-29history
DUK DUKE ENERGY CORP NEW7.6K shares42.53%2025-09-302025-10-29history
Sponsored
GSK GSK PLC21.6K shares-4.04%2025-09-302025-10-29history
SHEL SHELL PLC12.9K shares10.20%2025-09-302025-10-29history
MS MORGAN STANLEY5.8K shares19.86%2025-09-302025-10-29history
SDY SPDR SERIES TRUST6.6K shares-2.56%2025-09-302025-10-29history
WEC WEC ENERGY GROUP INC8.0K shares-4.00%2025-09-302025-10-29history
XLB SELECT SECTOR SPDR TR10.1K shares26.47%2025-09-302025-10-29history
PRF INVESCO EXCHANGE TRADED FD T19.9K shares3.22%2025-09-302025-10-29history
COST COSTCO WHSL CORP NEW968 shares2.76%2025-09-302025-10-29history
Sponsored
BLK BLACKROCK INC768 shares-1.16%2025-09-302025-10-29history
LLY ELI LILLY & CO1.2K shares1.65%2025-09-302025-10-29history
SPDW SPDR INDEX SHS FDS20.8K shares-7.22%2025-09-302025-10-29history
VGSH VANGUARD SCOTTSDALE FDS15.1K sharesnew addition2025-09-302025-10-29history
GD GENERAL DYNAMICS CORP2.6K shares-1.14%2025-09-302025-10-29history
ARKW ARK ETF TR5.0K shares-2.91%2025-09-302025-10-29history
OMC OMNICOM GROUP INC10.7K shares-0.85%2025-09-302025-10-29history
BMY BRISTOL-MYERS SQUIBB CO19.3K shares2.90%2025-09-302025-10-29history
Sponsored
KEY KEYCORP46.3K shares-1.45%2025-09-302025-10-29history
SPSB SPDR SERIES TRUST28.4K sharesnew addition2025-09-302025-10-29history
APD AIR PRODS & CHEMS INC3.1K shares-0.47%2025-09-302025-10-29history
RDIV INVESCO EXCH TRADED FD TR II16.5K shares13.32%2025-09-302025-10-29history
BAC BANK AMERICA CORP16.2K shares11.73%2025-09-302025-10-29history
CMCSA COMCAST CORP NEW25.9K shares7.23%2025-09-302025-10-29history
DWM WISDOMTREE TR12.3K shares3.11%2025-09-302025-10-29history
FDL FIRST TR EXCHANGE-TRADED FD18.6K shares0.58%2025-09-302025-10-29history
Sponsored
FSK FS KKR CAP CORP52.9K shares9.35%2025-09-302025-10-29history
SPTM SPDR SERIES TRUST9.7K shares-6.24%2025-09-302025-10-29history
RSP INVESCO EXCHANGE TRADED FD T4.1K shares146.73%2025-09-302025-10-29history
OKE ONEOK INC NEW10.7K shares32.77%2025-09-302025-10-29history
HD HOME DEPOT INC1.9K shares13.62%2025-09-302025-10-29history
TQQQ PROSHARES TR7.3K shares17.37%2025-09-302025-10-29history
NEE NEXTERA ENERGY INC9.9K shares2.75%2025-09-302025-10-29history
TTE TOTALENERGIES SE12.5K shares2.13%2025-09-302025-10-29history
Sponsored
UNH UNITEDHEALTH GROUP INC2.2K shares-18.08%2025-09-302025-10-29history
LOW LOWES COS INC3.0K shares90.87%2025-09-302025-10-29history
C CITIGROUP INC7.3K shares-22.12%2025-09-302025-10-29history
KHC KRAFT HEINZ CO27.9K shares1.34%2025-09-302025-10-29history
GSY INVESCO ACTIVELY MANAGED EXC14.4K sharesnew addition2025-09-302025-10-29history
QUBT QUANTUM COMPUTING INC39.1K shares-15.66%2025-09-302025-10-29history
MRK MERCK & CO INC8.5K shares24.46%2025-09-302025-10-29history
SPG SIMON PPTY GROUP INC NEW3.8K shares81.47%2025-09-302025-10-29history
Sponsored
EMR EMERSON ELEC CO5.3K shares8.16%2025-09-302025-10-29history
SGOV ISHARES TR6.9K shares-7.56%2025-09-302025-10-29history
ESGU ISHARES TR4.8K shares1.17%2025-09-302025-10-29history
WM WASTE MGMT INC DEL3.1K shares20.26%2025-09-302025-10-29history
VIG VANGUARD SPECIALIZED FUNDS3.1K shares99.11%2025-09-302025-10-29history
CGDV CAPITAL GROUP DIVIDEND VALUE15.9K shares11.42%2025-09-302025-10-29history
TSM TAIWAN SEMICONDUCTOR MFG LTD2.4K shares23.51%2025-09-302025-10-29history
AMD ADVANCED MICRO DEVICES INC4.0K sharesnew addition2025-09-302025-10-29history
Sponsored
SNA SNAP ON INC1.9K shares-2.08%2025-09-302025-10-29history
IYW ISHARES TR3.3K shares0.15%2025-09-302025-10-29history
LTC LTC PPTYS INC17.5K shares0.95%2025-09-302025-10-29history
SRE SEMPRA7.1K shares-0.70%2025-09-302025-10-29history
TXN TEXAS INSTRS INC3.5K shares7.24%2025-09-302025-10-29history
TDVI FIRST TR EXCHANGE-TRADED FD22.0K sharesnew addition2025-09-302025-10-29history
FDV FEDERATED HERMES ETF TRUST22.0K shares4.07%2025-09-302025-10-29history
EVRG EVERGY INC8.3K shares1.15%2025-09-302025-10-29history
Sponsored
BA BOEING CO2.9K shares108.25%2025-09-302025-10-29history
DINO HF SINCLAIR CORP11.9K shares-1.02%2025-09-302025-10-29history
WPC WP CAREY INC9.2K shares12.33%2025-09-302025-10-29history
AEP AMERICAN ELEC PWR CO INC5.5K shares7.02%2025-09-302025-10-29history
SIXG ETF SER SOLUTIONS9.9K shares8.78%2025-09-302025-10-29history
VRIG INVESCO ACTIVELY MANAGED EXC24.1K shares-15.14%2025-09-302025-10-29history
AAAU GOLDMAN SACHS PHYSICAL GOLD15.7K sharesnew addition2025-09-302025-10-29history
GRID FIRST TR EXCHANGE TRADED FD3.9K shares146.56%2025-09-302025-10-29history
Sponsored
AGNC AGNC INVT CORP60.8K shares68.08%2025-09-302025-10-29history
DIS DISNEY WALT CO5.2K shares20.55%2025-09-302025-10-29history
MPC MARATHON PETE CORP3.0K shares-2.07%2025-09-302025-10-29history
IEMG ISHARES INC8.8K shares126.33%2025-09-302025-10-29history
BKH BLACK HILLS CORP9.3K shares2.88%2025-09-302025-10-29history
EOG EOG RES INC5.1K shares-2.59%2025-09-302025-10-29history
AVA AVISTA CORP15.0K shares10.06%2025-09-302025-10-29history
TJX TJX COS INC NEW3.9K shares-30.41%2025-09-302025-10-29history
Sponsored
IUSG ISHARES TR3.4K sharesnew addition2025-09-302025-10-29history
MA MASTERCARD INCORPORATED980 shares14.89%2025-09-302025-10-29history
GLDM WORLD GOLD TR7.3K shares0.05%2025-09-302025-10-29history
WFC WELLS FARGO CO NEW6.6K shares-0.12%2025-09-302025-10-29history
PAGP PLAINS GP HLDGS L P29.4K shares0.25%2025-09-302025-10-29history
AVB AVALONBAY CMNTYS INC2.8K shares-0.79%2025-09-302025-10-29history
GTY GETTY RLTY CORP NEW19.8K shares4.61%2025-09-302025-10-29history
IPG INTERPUBLIC GROUP COS INC18.9K shares-1.38%2025-09-302025-10-29history
Sponsored
DURA VANECK ETF TRUST15.5K shares-1.11%2025-09-302025-10-29history
QGRW WISDOMTREE TR9.2K sharesnew addition2025-09-302025-10-29history
CVS CVS HEALTH CORP6.9K shares-5.85%2025-09-302025-10-29history
CAT CATERPILLAR INC1.1K shares-13.15%2025-09-302025-10-29history
MDIV FIRST TR EXCHANGE TRADED FD32.1K shares25.97%2025-09-302025-10-29history
HON HONEYWELL INTL INC2.4K shares-4.54%2025-09-302025-10-29history
PPG PPG INDS INC4.9K shares-0.85%2025-09-302025-10-29history
BBY BEST BUY INC6.7K shares-13.03%2025-09-302025-10-29history
Sponsored
GSLC GOLDMAN SACHS ETF TR3.9K shares0.00%2025-09-302025-10-29history
KMB KIMBERLY-CLARK CORP4.0K shares6.24%2025-09-302025-10-29history
DD DUPONT DE NEMOURS INC6.4K shares5.72%2025-09-302025-10-29history
CIFR CIPHER MINING INC39.7K shares91.52%2025-09-302025-10-29history
SO SOUTHERN CO5.3K shares-19.26%2025-09-302025-10-29history
SWK STANLEY BLACK & DECKER INC6.7K shares-1.38%2025-09-302025-10-29history
PANW PALO ALTO NETWORKS INC2.4K shares59.80%2025-09-302025-10-29history
NNN NNN REIT INC11.7K shares4.81%2025-09-302025-10-29history
Sponsored
PH PARKER-HANNIFIN CORP651 shares24.95%2025-09-302025-10-29history
DFAT DIMENSIONAL ETF TRUST8.5K shares33.03%2025-09-302025-10-29history
FLBL FRANKLIN TEMPLETON ETF TR20.5K shares-16.18%2025-09-302025-10-29history
BWLP BW LPG LTD34.3K shares9.99%2025-09-302025-10-29history
PSTL POSTAL REALTY TRUST INC30.7K shares-0.12%2025-09-302025-10-29history
USTB VICTORY PORTFOLIOS II9.4K sharesnew addition2025-09-302025-10-29history
ADM ARCHER DANIELS MIDLAND CO8.0K shares-2.41%2025-09-302025-10-29history
WELL WELLTOWER INC2.7K sharesnew addition2025-09-302025-10-29history
Sponsored
ATO ATMOS ENERGY CORP2.8K shares-3.97%2025-09-302025-10-29history
DGX QUEST DIAGNOSTICS INC2.5K shares0.00%2025-09-302025-10-29history
EIX EDISON INTL8.5K shares20.24%2025-09-302025-10-29history
MUB ISHARES TR4.4K sharesnew addition2025-09-302025-10-29history
BWXT BWX TECHNOLOGIES INC2.5K shares3.64%2025-09-302025-10-29history
JGRO J P MORGAN EXCHANGE TRADED F5.0K shares0.61%2025-09-302025-10-29history
RF REGIONS FINANCIAL CORP NEW17.3K shares-15.26%2025-09-302025-10-29history
CRWD CROWDSTRIKE HLDGS INC932 sharesnew addition2025-09-302025-10-29history
Sponsored
POR PORTLAND GEN ELEC CO10.3K shares43.71%2025-09-302025-10-29history
UUP INVESCO DB US DLR INDEX TR16.3K shares0.00%2025-09-302025-10-29history
ADP AUTOMATIC DATA PROCESSING IN1.5K shares-23.91%2025-09-302025-10-29history
VFLO VICTORY PORTFOLIOS II11.9K sharesnew addition2025-09-302025-10-29history
GLW CORNING INC5.5K sharesnew addition2025-09-302025-10-29history
CAH CARDINAL HEALTH INC2.8K shares-0.66%2025-09-302025-10-29history
SBRA SABRA HEALTH CARE REIT INC23.9K shares-0.73%2025-09-302025-10-29history
AWK AMERICAN WTR WKS CO INC NEW3.2K shares-2.71%2025-09-302025-10-29history
Sponsored
ARCC ARES CAPITAL CORP21.6K shares11.46%2025-09-302025-10-29history
PM PHILIP MORRIS INTL INC2.7K shares12.17%2025-09-302025-10-29history
SLYG SPDR SERIES TRUST4.7K sharesnew addition2025-09-302025-10-29history
GILD GILEAD SCIENCES INC3.9K shares-12.00%2025-09-302025-10-29history
MOAT VANECK ETF TRUST4.4K shares-2.35%2025-09-302025-10-29history
ADI ANALOG DEVICES INC1.8K shares7.65%2025-09-302025-10-29history
TOTL SSGA ACTIVE ETF TR10.6K sharesnew addition2025-09-302025-10-29history
CRH CRH PLC3.6K sharesnew addition2025-09-302025-10-29history
Sponsored
GS GOLDMAN SACHS GROUP INC536 sharesnew addition2025-09-302025-10-29history
MGK VANGUARD WORLD FD1.0K shares-3.14%2025-09-302025-10-29history
CTVA CORTEVA INC6.2K shares-10.00%2025-09-302025-10-29history
AFL AFLAC INC3.8K shares5.02%2025-09-302025-10-29history
EEM ISHARES TR7.9K shares0.00%2025-09-302025-10-29history
SYK STRYKER CORPORATION1.1K shares12.46%2025-09-302025-10-29history
TU TELUS CORPORATION26.6K shares-0.26%2025-09-302025-10-29history
NWE NORTHWESTERN ENERGY GROUP IN7.1K shares5.74%2025-09-302025-10-29history
Sponsored
PNC PNC FINL SVCS GROUP INC2.1K shares-3.89%2025-09-302025-10-29history
RSPA INVESCO ACTIVELY MANAGED EXC8.2K sharesnew addition2025-09-302025-10-29history
XEL XCEL ENERGY INC5.2K shares-6.01%2025-09-302025-10-29history
INTC INTEL CORP12.4K shares-12.01%2025-09-302025-10-29history
DFAC DIMENSIONAL ETF TRUST10.8K shares0.00%2025-09-302025-10-29history
ETN EATON CORP PLC1.1K shares46.68%2025-09-302025-10-29history
FI FISERV INC3.2K shares129.00%2025-09-302025-10-29history
XHB SPDR SERIES TRUST3.7K shares-37.18%2025-09-302025-10-29history
Sponsored
SLYV SPDR SERIES TRUST4.6K sharesnew addition2025-09-302025-10-29history
ARKG ARK ETF TR14.5K shares-7.44%2025-09-302025-10-29history
DOW DOW INC17.5K shares-8.54%2025-09-302025-10-29history
MMM 3M CO2.6K shares-1.11%2025-09-302025-10-29history
IWR ISHARES TR4.1K shares-22.52%2025-09-302025-10-29history
PEG PUBLIC SVC ENTERPRISE GRP IN4.6K shares0.59%2025-09-302025-10-29history
OUST OUSTER INC14.2K shares1.39%2025-09-302025-10-29history
FPX FIRST TR EXCHANGE-TRADED FD2.3K shares2.07%2025-09-302025-10-29history
Sponsored
SPYD SPDR SERIES TRUST8.6K shares-4.88%2025-09-302025-10-29history
NEM NEWMONT CORP4.5K shares-12.20%2025-09-302025-10-29history
NWN NORTHWEST NAT HLDG CO8.4K shares0.77%2025-09-302025-10-29history
JCI JOHNSON CTLS INTL PLC3.4K shares33.40%2025-09-302025-10-29history
DE DEERE & CO780 shares-45.91%2025-09-302025-10-29history
CRM SALESFORCE INC1.5K sharesnew addition2025-09-302025-10-29history
FXL FIRST TR EXCHANGE TRADED FD2.1K shares25.39%2025-09-302025-10-29history
EXR EXTRA SPACE STORAGE INC2.5K shares-1.31%2025-09-302025-10-29history
Sponsored
PBR PETROLEO BRASILEIRO SA PETRO27.7K shares8.83%2025-09-302025-10-29history
EMLP FIRST TR EXCHANGE-TRADED FD9.1K shares-12.22%2025-09-302025-10-29history
REG REGENCY CTRS CORP4.8K shares-2.31%2025-09-302025-10-29history
UL UNILEVER PLC5.9K shares27.61%2025-09-302025-10-29history
NEAR ISHARES U S ETF TR6.8K shares0.00%2025-09-302025-10-29history
ACN ACCENTURE PLC IRELAND1.4K shares23.21%2025-09-302025-10-29history
BIL SPDR SERIES TRUST3.7K sharesnew addition2025-09-302025-10-29history
SBLK STAR BULK CARRIERS CORP.18.4K shares21.28%2025-09-302025-10-29history
Sponsored
GEV GE VERNOVA INC556 shares18.55%2025-09-302025-10-29history
VEA VANGUARD TAX-MANAGED FDS5.7K sharesnew addition2025-09-302025-10-29history
IUSV ISHARES TR3.4K sharesnew addition2025-09-302025-10-29history
KRC KILROY RLTY CORP8.0K shares0.68%2025-09-302025-10-29history
TPL TEXAS PACIFIC LAND CORPORATI362 shares0.00%2025-09-302025-10-29history
NOC NORTHROP GRUMMAN CORP553 shares-3.66%2025-09-302025-10-29history
PNW PINNACLE WEST CAP CORP3.8K shares-10.66%2025-09-302025-10-29history
MDYG SPDR SERIES TRUST3.6K sharesnew addition2025-09-302025-10-29history
Sponsored
GIS GENERAL MLS INC6.6K shares35.49%2025-09-302025-10-29history
GOVT ISHARES TR14.3K sharesnew addition2025-09-302025-10-29history
KMI KINDER MORGAN INC DEL11.6K shares33.87%2025-09-302025-10-29history
CALF PACER FDS TR7.5K shares9.99%2025-09-302025-10-29history
JPUS J P MORGAN EXCHANGE TRADED F2.6K shares0.00%2025-09-302025-10-29history
EQIN COLUMBIA ETF TR I7.0K shares0.00%2025-09-302025-10-29history
ALL ALLSTATE CORP1.5K shares2.72%2025-09-302025-10-29history
GMRE GLOBAL MED REIT INC9.6K sharesnew addition2025-09-302025-10-29history
Sponsored
RY ROYAL BK CDA2.2K shares-11.70%2025-09-302025-10-29history
MU MICRON TECHNOLOGY INC1.9K sharesnew addition2025-09-302025-10-29history
TMO THERMO FISHER SCIENTIFIC INC656 shares29.13%2025-09-302025-10-29history
PGR PROGRESSIVE CORP1.3K shares42.91%2025-09-302025-10-29history
NVS NOVARTIS AG2.5K sharesnew addition2025-09-302025-10-29history
LYB LYONDELLBASELL INDUSTRIES N6.4K shares-8.09%2025-09-302025-10-29history
TSN TYSON FOODS INC5.7K shares32.02%2025-09-302025-10-29history
SCHX SCHWAB STRATEGIC TR11.7K shares29.99%2025-09-302025-10-29history
Sponsored
HIMU BLACKROCK ETF TRUST II6.2K shares17.03%2025-09-302025-10-29history
DASH DOORDASH INC1.1K sharesnew addition2025-09-302025-10-29history
NKE NIKE INC4.4K shares3.96%2025-09-302025-10-29history
IVT INVENTRUST PPTYS CORP10.7K shares-7.90%2025-09-302025-10-29history
QYLD GLOBAL X FDS17.9K shares10.94%2025-09-302025-10-29history
FDX FEDEX CORP1.3K sharesnew addition2025-09-302025-10-29history
CNQ CANADIAN NAT RES LTD9.5K shares18.16%2025-09-302025-10-29history
KVUE KENVUE INC18.6K shares-8.35%2025-09-302025-10-29history
Sponsored
CAG CONAGRA BRANDS INC16.4K shares-5.26%2025-09-302025-10-29history
VYM VANGUARD WHITEHALL FDS2.1K shares25.07%2025-09-302025-10-29history
MRVL MARVELL TECHNOLOGY INC3.5K sharesnew addition2025-09-302025-10-29history
SLB SCHLUMBERGER LTD8.6K shares7.21%2025-09-302025-10-29history
CNP CENTERPOINT ENERGY INC7.6K shares0.32%2025-09-302025-10-29history
AGX ARGAN INC1.1K sharesnew addition2025-09-302025-10-29history
ARKK ARK ETF TR3.4K shares-0.44%2025-09-302025-10-29history
CGGR CAPITAL GROUP GROWTH ETF6.6K shares12.78%2025-09-302025-10-29history
Sponsored
PCG PG&E CORP19.2K sharesnew addition2025-09-302025-10-29history
LHX L3HARRIS TECHNOLOGIES INC926 shares7.30%2025-09-302025-10-29history
DEA EASTERLY GOVT PPTYS INC12.2K shares0.38%2025-09-302025-10-29history
CBRE CBRE GROUP INC1.8K shares0.00%2025-09-302025-10-29history
WTRG ESSENTIAL UTILS INC7.0K shares-15.73%2025-09-302025-10-29history
SR SPIRE INC3.4K shares4.55%2025-09-302025-10-29history
VTEB VANGUARD MUN BD FDS5.5K sharesnew addition2025-09-302025-10-29history
QUAL ISHARES TR1.4K sharesnew addition2025-09-302025-10-29history
Sponsored
FE FIRSTENERGY CORP6.0K shares-0.42%2025-09-302025-10-29history
DFIV DIMENSIONAL ETF TRUST5.9K shares0.00%2025-09-302025-10-29history
JPSE J P MORGAN EXCHANGE TRADED F5.5K shares0.00%2025-09-302025-10-29history
UNP UNION PAC CORP1.1K sharesnew addition2025-09-302025-10-29history
BTI BRITISH AMERN TOB PLC5.0K sharesnew addition2025-09-302025-10-29history
IJT ISHARES TR1.9K shares0.00%2025-09-302025-10-29history
DFUV DIMENSIONAL ETF TRUST5.9K shares0.00%2025-09-302025-10-29history
CGBL CAPITAL GROUP CORE BALANCED7.6K sharesnew addition2025-09-302025-10-29history
Sponsored
CP CANADIAN PACIFIC KANSAS CITY3.5K shares0.00%2025-09-302025-10-29history
SLV ISHARES SILVER TR6.2K shares0.16%2025-09-302025-10-29history
VXUS VANGUARD STAR FDS3.5K sharesnew addition2025-09-302025-10-29history
LEU CENTRUS ENERGY CORP836 sharesnew addition2025-09-302025-10-29history
STRL STERLING INFRASTRUCTURE INC762 sharesnew addition2025-09-302025-10-29history
IREN IREN LIMITED5.5K sharesnew addition2025-09-302025-10-29history
D DOMINION ENERGY INC4.2K shares-9.09%2025-09-302025-10-29history
GSL GLOBAL SHIP LEASE INC NEW8.3K shares0.00%2025-09-302025-10-29history
Sponsored
MPLX MPLX LP5.1K shares1.46%2025-09-302025-10-29history
ITW ILLINOIS TOOL WKS INC967 shares-7.11%2025-09-302025-10-29history
VONE VANGUARD SCOTTSDALE FDS828 shares-19.46%2025-09-302025-10-29history
NSC NORFOLK SOUTHN CORP834 sharesnew addition2025-09-302025-10-29history
CLX CLOROX CO DEL2.0K shares6.50%2025-09-302025-10-29history
JBL JABIL INC1.1K sharesnew addition2025-09-302025-10-29history
CL COLGATE PALMOLIVE CO3.1K sharesnew addition2025-09-302025-10-29history
CME CME GROUP INC899 shares0.56%2025-09-302025-10-29history
Sponsored
TRV TRAVELERS COMPANIES INC864 shares0.00%2025-09-302025-10-29history
ED CONSOLIDATED EDISON INC2.4K shares0.25%2025-09-302025-10-29history
MDLZ MONDELEZ INTL INC3.8K shares-5.17%2025-09-302025-10-29history
BE BLOOM ENERGY CORP2.8K sharesnew addition2025-09-302025-10-29history
IRM IRON MTN INC DEL2.3K shares0.43%2025-09-302025-10-29history
LXP LXP INDUSTRIAL TRUST26.3K shares8.49%2025-09-302025-10-29history
STZ CONSTELLATION BRANDS INC1.8K sharesnew addition2025-09-302025-10-29history
ASML ASML HOLDING N V243 sharesnew addition2025-09-302025-10-29history
Sponsored
FNX FIRST TR EXCHANGE-TRADED ALP1.9K shares0.00%2025-09-302025-10-29history
APP APPLOVIN CORP323 sharesnew addition2025-09-302025-10-29history
LNG CHENIERE ENERGY INC987 sharesnew addition2025-09-302025-10-29history
NOBL PROSHARES TR2.2K shares0.00%2025-09-302025-10-29history
BND VANGUARD BD INDEX FDS3.1K sharesnew addition2025-09-302025-10-29history
PPL PPL CORP6.2K shares-2.36%2025-09-302025-10-29history
XMPT VANECK ETF TRUST10.5K shares1.28%2025-09-302025-10-29history
CPB THE CAMPBELLS COMPANY7.2K sharesnew addition2025-09-302025-10-29history
Sponsored
SCHG SCHWAB STRATEGIC TR7.1K shares0.00%2025-09-302025-10-29history
K KELLANOVA2.7K shares-7.94%2025-09-302025-10-29history
MCHP MICROCHIP TECHNOLOGY INC.3.5K shares-26.41%2025-09-302025-10-29history
HIG HARTFORD INSURANCE GROUP INC1.7K shares-2.83%2025-09-302025-10-29history
FLQS FRANKLIN TEMPLETON ETF TR5.1K shares-4.22%2025-09-302025-10-29history
XLRE SELECT SECTOR SPDR TR5.3K sharesnew addition2025-09-302025-10-29history
JMEE J P MORGAN EXCHANGE TRADED F3.5K sharesnew addition2025-09-302025-10-29history
AMAT APPLIED MATLS INC1.1K sharesnew addition2025-09-302025-10-29history
Sponsored
DVYE ISHARES INC7.5K shares0.00%2025-09-302025-10-29history
CRWV COREWEAVE INC1.6K sharesnew addition2025-09-302025-10-29history
DLR DIGITAL RLTY TR INC1.3K shares-60.29%2025-09-302025-10-29history
INTU INTUIT318 sharesnew addition2025-09-302025-10-29history
CB CHUBB LIMITED759 shares-14.62%2025-09-302025-10-29history
HR HEALTHCARE RLTY TR11.9K shares0.29%2025-09-302025-10-29history
SOFI SOFI TECHNOLOGIES INC8.1K sharesnew addition2025-09-302025-10-29history
MRCY MERCURY SYS INC2.7K sharesnew addition2025-09-302025-10-29history
Sponsored
CEG CONSTELLATION ENERGY CORP638 shares-68.83%2025-09-302025-10-29history
ORLY OREILLY AUTOMOTIVE INC1.9K sharesnew addition2025-09-302025-10-29history
MCK MCKESSON CORP268 shares-7.59%2025-09-302025-10-29history
WES WESTERN MIDSTREAM PARTNERS L5.2K sharesnew addition2025-09-302025-10-29history
PSA PUBLIC STORAGE OPER CO710 shares1.14%2025-09-302025-10-29history
TBIL RBB FD INC4.1K shares1.09%2025-09-302025-10-29history
NTR NUTRIEN LTD3.5K shares-7.76%2025-09-302025-10-29history
AXP AMERICAN EXPRESS CO612 shares-25.37%2025-09-302025-10-29history
Sponsored
VONV VANGUARD SCOTTSDALE FDS2.3K sharesnew addition2025-09-302025-10-29history
FSCO FS CREDIT OPPORTUNITIES CORP27.1K shares0.00%2025-09-302025-10-29history
ETB EATON VANCE TAX MNGED BUY WR11.4K shares0.81%2025-09-302025-10-29history
AMCR AMCOR PLC19.5K sharesnew addition2025-09-302025-10-29history
F FORD MTR CO12.1K shares12.44%2025-09-302025-10-29history
HOOD ROBINHOOD MKTS INC951 sharesnew addition2025-09-302025-10-29history
HIPS GRANITESHARES ETF TR10.2K shares0.00%2025-09-302025-10-29history
TOI THE ONCOLOGY INSTITUTE INC17.4K sharesnew addition2025-09-302025-10-29history
Sponsored
STIM NEURONETICS INC11.9K sharesnew addition2025-09-302025-10-29history

Call Option Holdings
SPY Call CallSPDR S&P 500 ETF TR78.2K shares-2.13%2025-09-302025-10-29history
CRWD Call CallCROWDSTRIKE HLDGS INC22.0K sharesnew addition2025-09-302025-10-29history
PLTR Call CallPALANTIR TECHNOLOGIES INC4.5K sharesnew addition2025-09-302025-10-29history
HOOD Call CallROBINHOOD MKTS INC1.5K sharesnew addition2025-09-302025-10-29history
XLE Call CallSELECT SECTOR SPDR TR2.1K sharesnew addition2025-09-302025-10-29history

Put Option Holdings
SPY Put PutSPDR S&P 500 ETF TR3.6K sharesnew addition2025-09-302025-10-29history
TQQQ Put PutPROSHARES TR600 sharesnew addition2025-09-302025-10-29history