The Analysis of Investment Research & Advisory Group, Inc.'s Holdings


Currently, Investment Research & Advisory Group, Inc. holds 253 types of securities in its portfolio with a total value $295.0M. In the most recent quarter, they have increased their positions in VOO (+5.9K shares, valued at $3.6M), CAT (+3.8K shares, valued at $1.8M), BA (+1.7K shares, valued at $358.9K); decreased their positions in OTIS (-19.6K shares, valued at $1.8M), ADM (-7.7K shares, valued at $461.2K), VB (-1.6K shares, valued at $402.8K); initiated new positions in VBK (+741 shares, valued at $220.5K), BRO (+835 shares, valued at $79.5K), VMC (+50 shares, valued at $16.6K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VOO VANGUARD S&P 500 ETF116.0K shares5.37%2025-09-302025-10-22history
AAPL APPLE INC76.4K shares1.30%2025-09-302025-10-22history
NVDA NVIDIA CORP68.8K shares0.08%2025-09-302025-10-22history
MSFT MICROSOFT CORP21.1K shares0.95%2025-09-302025-10-22history
GOOGL ALPHABET INC CLASS42.9K shares0.42%2025-09-302025-10-22history
AMZN AMAZON.COM INC41.1K shares1.14%2025-09-302025-10-22history
JPM JPMORGAN CHASE & CO25.8K shares0.64%2025-09-302025-10-22history
MA MASTERCARD INC CLASS A13.7K shares1.50%2025-09-302025-10-22history
Sponsored
META META PLATFORMS INC CLASS A9.8K shares0.88%2025-09-302025-10-22history
V VISA INC CLASS A19.6K shares1.82%2025-09-302025-10-22history
SCHW CHARLES SCHWAB CORP66.7K shares0.92%2025-09-302025-10-22history
BLK BLACKROCK INC NEW5.3K shares1.18%2025-09-302025-10-22history
UBER UBER TECHNOLOGIES INC59.2K shares1.02%2025-09-302025-10-22history
LLY ELI LILLY AND CO7.3K shares2.42%2025-09-302025-10-22history
GE GE AEROSPACE16.0K shares-0.12%2025-09-302025-10-22history
NFLX NETFLIX INC3.9K shares2.13%2025-09-302025-10-22history
Sponsored
COST COSTCO WHSL CORP NEW4.8K shares3.50%2025-09-302025-10-22history
VEEV VEEVA SYS INC CLASS A14.7K shares3.68%2025-09-302025-10-22history
BKNG BOOKING HLDGS INC759 shares2.85%2025-09-302025-10-22history
JNJ JOHNSON & JOHNSON22.0K shares5.45%2025-09-302025-10-22history
CB CHUBB LTD F14.1K shares3.05%2025-09-302025-10-22history
CRM SALESFORCE INC16.2K shares6.23%2025-09-302025-10-22history
BRK.B BERKSHIRE HATHAWAY CLASS B7.6K shares-0.88%2025-09-302025-10-22history
GD GENERAL DYNAMICS CORP10.9K shares2.36%2025-09-302025-10-22history
Sponsored
ASML ASML HLDG N V FSPONSORED ADR3.8K shares6.99%2025-09-302025-10-22history
IQV IQVIA HLDGS INC17.8K shares3.55%2025-09-302025-10-22history
PM PHILIP MORRIS INTL INC20.7K shares3.24%2025-09-302025-10-22history
LMT LOCKHEED MARTIN CORP6.0K shares3.91%2025-09-302025-10-22history
BA BOEING CO13.8K shares13.72%2025-09-302025-10-22history
SBUX STARBUCKS CORP33.4K shares6.99%2025-09-302025-10-22history
FI FISERV INC21.4K shares9.24%2025-09-302025-10-22history
VB VANGUARD SMALL CAP ETF10.4K shares-13.18%2025-09-302025-10-22history
Sponsored
VTWO VANGUARD RUSSELL 2000 ETF23.5K shares15.60%2025-09-302025-10-22history
PG PROCTER & GAMBLE CO12.7K shares6.62%2025-09-302025-10-22history
SPYX SPDR S&P 500 ETF2.9K shares-1.61%2025-09-302025-10-22history
CAT CATERPILLAR INC3.8K shares10814.29%2025-09-302025-10-22history
ADBE ADOBE INC4.7K shares14.51%2025-09-302025-10-22history
ADM ARCHER-DANIELS MIDLAND C26.4K shares-22.59%2025-09-302025-10-22history
IEFA ISHARES CORE MSCI EAFE ETF17.6K shares13.69%2025-09-302025-10-22history
TMO THERMO FISHER SCIENTIFIC3.1K shares11.44%2025-09-302025-10-22history
Sponsored
GEV GE VERNOVA INC2.3K shares-5.42%2025-09-302025-10-22history
KMX CARMAX INC28.2K shares7.82%2025-09-302025-10-22history
BND VANGUARD TOTAL BOND MARKET ETF15.1K shares-11.11%2025-09-302025-10-22history
DHR DANAHER CORP5.3K shares12.89%2025-09-302025-10-22history
VXUS VANGUARD TOTAL INTERNATIONAL STK ETF14.3K shares0.92%2025-09-302025-10-22history
GOOG ALPHABET INC3.7K shares-3.97%2025-09-302025-10-22history
IJH ISHARES CORE S&P MID CAPETF14.5K shares0.26%2025-09-302025-10-22history
HD HOME DEPOT INC2.3K shares-3.56%2025-09-302025-10-22history
Sponsored
DIS DISNEY WALT CO764 shares0.13%2025-09-302025-10-22history
IVW ISHARES S&P 500 GROWTH ETF7.1K shares-1.16%2025-09-302025-10-22history
IEMG ISHARES CORE MSCI EMERGING ETF12.8K shares10.67%2025-09-302025-10-22history
IVV ISHARES CORE S&P 500 ETF1.2K shares-11.34%2025-09-302025-10-22history
VEU VANGUARD FTSE ALL WORLD EX US ETF9.3K shares0.50%2025-09-302025-10-22history
IRT INDEPENDENCE RLTY TR INCREIT36.5K shares0.98%2025-09-302025-10-22history
MRK MERCK & CO. INC.6.6K shares0.95%2025-09-302025-10-22history
IVE ISHARES S&P 500 VALUE ETF2.6K shares0.47%2025-09-302025-10-22history
Sponsored
MGV VANGUARD MEGA CAP VALUE ETF3.8K shares45.29%2025-09-302025-10-22history
VDE VANGUARD ENERGY ETF4.0K shares0.80%2025-09-302025-10-22history
PANW PALO ALTO NETWORKS INC2.4K shares0.42%2025-09-302025-10-22history
AVGO BROADCOM INC1.3K shares0.23%2025-09-302025-10-22history
CHH CHOICE HOTELS INTL INC4.2K shares0.21%2025-09-302025-10-22history
SPHY SPDR PORTFOLIO HIGH YIELD BND ETF17.3K shares3.53%2025-09-302025-10-22history
LOW LOWES COS INC1.1K shares0.53%2025-09-302025-10-22history
SNPS SYNOVUS FINL CORP5.8K shares0.58%2025-09-302025-10-22history
Sponsored
FDX FEDEX CORP1.2K shares0.60%2025-09-302025-10-22history
KO THE COCA-COLA CO4.1K shares0.52%2025-09-302025-10-22history
BAC BANK OF AMERICA CORP4.8K shares0.29%2025-09-302025-10-22history
ISHARES TOTAL US STOCK MARKET ETF ISHARES TOTAL US STOCK MARKET ETF1.7K shares0.29%2025-09-302025-10-22history
AVUV AVANTIS US SMALL CAP VALUE ETF2.3K shares0.04%2025-09-302025-10-22history
VRP INVSC VARIABLE RATE PREFERRED ETF9.2K shares1.37%2025-09-302025-10-22history
VBK VANGUARD SMALL CAP GROWTH ETF741 sharesnew addition2025-09-302025-10-22history
VBR VANGUARD SMALL CAP VALUEETF1.0K shares-49.93%2025-09-302025-10-22history
Sponsored
ABBV ABBVIE INC884 shares0.57%2025-09-302025-10-22history
IJR ISHARES CORE S&P SMALL CAP ETF1.8K shares0.17%2025-09-302025-10-22history
MCD MCDONALDS CORP603 shares0.67%2025-09-302025-10-22history
TSLA TESLA INC349 shares33.21%2025-09-302025-10-22history
GS GOLDMAN SACHS GROUP INC216 shares0.93%2025-09-302025-10-22history
CRWD CROWDSTRIKE HLDGS INC CLASS A342 shares0.00%2025-09-302025-10-22history
SDY SPDR S&P DIVIDEND ETF1.2K shares-4.93%2025-09-302025-10-22history
BN BROOKFIELD CORP FCLASS A2.3K shares0.00%2025-09-302025-10-22history
Sponsored
WMT WALMART INC1.4K shares-1.65%2025-09-302025-10-22history
MO ALTRIA GROUP INC2.2K shares2.16%2025-09-302025-10-22history
AMGN AMGEN INC485 shares0.83%2025-09-302025-10-22history
ANET ARISTA NETWORKS INC905 shares-12.81%2025-09-302025-10-22history
SOFI SOFI TECHNOLOGIES INC5.0K shares1046.56%2025-09-302025-10-22history
C CITIGROUP INC1.1K shares1.44%2025-09-302025-10-22history
OTIS OTIS WORLDWIDE CORP1.3K shares-93.88%2025-09-302025-10-22history
WFC WELLS FARGO & CO1.2K shares0.08%2025-09-302025-10-22history
Sponsored
GBTC GRAYSCALE BITCOIN MINI TRUST ETF1.3K shares500.94%2025-09-302025-10-22history
T AT&T INC3.5K shares4.78%2025-09-302025-10-22history
QQQ INVSC QQQ TRUST SRS 1 ETF168 shares0.00%2025-09-302025-10-22history
ORCL ORACLE CORP324 shares0.31%2025-09-302025-10-22history
RDDT REDDIT INC CLASS A430 shares0.00%2025-09-302025-10-22history
SMH VANECK SEMICONDUCTOR ETF305 shares0.33%2025-09-302025-10-22history
AMT AMERICAN TOWER CORP NEW REIT504 shares0.80%2025-09-302025-10-22history
LRCX LAM RESH CORP677 shares0.30%2025-09-302025-10-22history
Sponsored
CEG CONSTELLATION ENERGY COR280 shares0.00%2025-09-302025-10-22history
XLK TECHNOLOGY SELECT SECTORSPDR ETF213 shares0.47%2025-09-302025-10-22history
BNDX VANGUARD TOTAL INTERNATIONAL BND ETF1.9K shares-16.84%2025-09-302025-10-22history
RTX RTX CORP513 shares-4.82%2025-09-302025-10-22history
ZETA ZETA GLOBAL HLDGS CORP CLASS A4.4K shares0.00%2025-09-302025-10-22history
DUK DUKE ENERGY CORP NEW639 shares1.11%2025-09-302025-10-22history
BRO BROWN & BROWN INC835 sharesnew addition2025-09-302025-10-22history
BMY BRISTOL MYERS SQUIBB CO1.7K shares1.39%2025-09-302025-10-22history
Sponsored
TFC TRUIST FINL CORP1.6K shares-0.97%2025-09-302025-10-22history
CVX CHEVRON CORP NEW380 shares0.00%2025-09-302025-10-22history
CIBR FIRST TRUST NASDAQ CYBRSCRTY ETF840 shares0.00%2025-09-302025-10-22history
NVO NOVO-NORDISK A S FSPONSORED ADR1.1K shares0.00%2025-09-302025-10-22history
AXP AMERICAN EXPRESS CO163 shares-1.81%2025-09-302025-10-22history
XOM EXXON MOBIL CORP387 shares0.00%2025-09-302025-10-22history
PFGC PERFORMANCE FOOD GROUP C500 shares0.00%2025-09-302025-10-22history
APD AIR PRODS & CHEMS INC186 shares0.54%2025-09-302025-10-22history
Sponsored
SO SOUTHERN CO504 shares0.00%2025-09-302025-10-22history
ABT ABBOTT LABS333 shares0.00%2025-09-302025-10-22history
PEP PEPSICO INC322 shares0.63%2025-09-302025-10-22history
GILD GILEAD SCIENCES INC404 shares0.50%2025-09-302025-10-22history
NOW SERVICENOW INC49 shares0.00%2025-09-302025-10-22history
QQQJ INVESCO NASDAQ NEXT GEN 100 ETF1.3K shares9.57%2025-09-302025-10-22history
XLF SELECT STR FINANCIAL SELECT SPDR ETF479 shares0.42%2025-09-302025-10-22history
GRDN GUARDIAN PHARMACY SVCS ICLASS A1.7K shares0.00%2025-09-302025-10-22history
Sponsored
EXC EXELON CORP900 shares0.00%2025-09-302025-10-22history
OXY OCCIDENTAL PETE CORP853 shares0.12%2025-09-302025-10-22history
ADP AUTOMATIC DATA PROCESSIN125 shares0.00%2025-09-302025-10-22history
XLV SELECT SECTOR HEALTH CARE SPDR ETF143 shares0.70%2025-09-302025-10-22history
CRUS CIRRUS LOGIC INC300 shares0.00%2025-09-302025-10-22history
XLY SPDR FUND CONSUMER DISCRE SELECT ETF94 shares0.00%2025-09-302025-10-22history
MHK MOHAWK INDS INC269 shares0.00%2025-09-302025-10-22history
AA ALCOA CORP1.0K shares0.29%2025-09-302025-10-22history
Sponsored
SHOP SHOPIFY INC FCLASS CLASS A223 shares1.36%2025-09-302025-10-22history
CSCO CISCO SYS INC403 shares0.50%2025-09-302025-10-22history
ADSK AUTODESK INC97 shares0.00%2025-09-302025-10-22history
GL GLOBE LIFE INC225 shares0.00%2025-09-302025-10-22history
BNT BROOKFIELD ASSET MGMT FCLASS A565 shares0.00%2025-09-302025-10-22history
DAL DELTA AIR LINES INC DEL552 shares0.55%2025-09-302025-10-22history
O REALTY INCOME CORP REIT502 shares0.00%2025-09-302025-10-22history
CARR CARRIER GLOBAL CORP502 shares0.00%2025-09-302025-10-22history
Sponsored
DOV DOVER CORP183 shares0.55%2025-09-302025-10-22history
FE FIRSTENERGY CORP640 shares0.00%2025-09-302025-10-22history
MCHI ISHARES MSCI CHINA ETF439 shares0.00%2025-09-302025-10-22history
PFE PFIZER INC964 shares0.10%2025-09-302025-10-22history
ORLY O REILLY AUTOMOTIVE INC240 shares0.00%2025-09-302025-10-22history
EMR EMERSON ELEC CO201 shares0.00%2025-09-302025-10-22history
ACN ACCENTURE PLC IRELAND97 shares0.00%2025-09-302025-10-22history
TGT TARGET CORP EQUITY CLASS EQUITY294 shares1.73%2025-09-302025-10-22history
Sponsored
CRH CRH PUBLIC LIMITED CO F200 shares0.00%2025-09-302025-10-22history
KMB KIMBERLY CLARK CORP197 shares0.00%2025-09-302025-10-22history
NU NU HLDGS LTD FCLASS A1.5K shares0.00%2025-09-302025-10-22history
MUSA MURPHY USA INC61 shares0.00%2025-09-302025-10-22history
FFIN FIRST FINL BANKSHARES IN697 shares-3.06%2025-09-302025-10-22history
MELI MERCADOLIBRE INC10 shares0.00%2025-09-302025-10-22history
MDLZ MONDELEZ INTL INC CLASS A340 shares0.00%2025-09-302025-10-22history
SE SEA LTD FUNSPONSORED ADR116 shares0.00%2025-09-302025-10-22history
Sponsored
SCHG SCHWAB US LARGE CAP GROWTH ETF613 shares0.33%2025-09-302025-10-22history
HRL HORMEL FOODS CORP735 shares0.96%2025-09-302025-10-22history
IDXX IDEXX LABS INC27 shares0.00%2025-09-302025-10-22history
INTC INTEL CORP451 shares0.00%2025-09-302025-10-22history
GM GENERAL MTRS CO266 shares0.38%2025-09-302025-10-22history
STT STATE STR CORP143 shares0.70%2025-09-302025-10-22history
ZTS ZOETIS INC CLASS A108 shares0.00%2025-09-302025-10-22history
VMC VULCAN MATLS CO50 sharesnew addition2025-09-302025-10-22history
Sponsored
CMCSA COMCAST CORP NEW CLASS A434 shares0.00%2025-09-302025-10-22history
BKR BAKER HUGHES CO. A CLASS CLASS A289 shares0.70%2025-09-302025-10-22history
SCHB SCHWAB US BROAD MARKET ETF547 sharesnew addition2025-09-302025-10-22history
PLTR PALANTIR TECHNOLOGIES INCLASS A31 sharesnew addition2025-09-302025-10-22history
SCI SERVICE CORP INTL157 shares0.64%2025-09-302025-10-22history
MDT MEDTRONIC PLC F109 shares0.00%2025-09-302025-10-22history
WBD WARNER BROS DISCOVERY IN611 shares6.82%2025-09-302025-10-22history
IT GARTNER INC43 shares0.00%2025-09-302025-10-22history
Sponsored
VEA VANGUARD FTSE DEVELOPED MARKETS ETF200 shares0.50%2025-09-302025-10-22history
SHEL SHELL PLC FTENDER OFFER EXP:165 shares0.00%2025-09-302025-10-22history
NOC NORTHROP GRUMMAN CORP16 shares6.67%2025-09-302025-10-22history
EME EMCOR GROUP INC13 shares0.00%2025-09-302025-10-22history
PRU PRUDENTIAL FINL INC101 shares0.00%2025-09-302025-10-22history
BSV VANGUARD SHORT-TERM BONDETF136 shares1.49%2025-09-302025-10-22history
WING WINGSTOP INC42 shares0.00%2025-09-302025-10-22history
IBIT ISHARES BITCOIN ETF161 shares0.00%2025-09-302025-10-22history
Sponsored
UPS UNITED PARCEL SVC INC CLASS B100 shares0.00%2025-09-302025-10-22history
COP CONOCOPHILLIPS75 shares2.74%2025-09-302025-10-22history
CMG CHIPOTLE MEXICAN GRILL I200 shares0.00%2025-09-302025-10-22history
GEHC GE HEALTHCARE TECHNOLOGI110 shares0.00%2025-09-302025-10-22history
EPI WISDOMTREE INDIA EARNINGS ETF200 shares0.00%2025-09-302025-10-22history
PYPL PAYPAL HLDGS INC120 shares0.00%2025-09-302025-10-22history
MS MORGAN STANLEY18 shares0.00%2025-09-302025-10-22history
DD DUPONT DE NEMOURS INC93 shares0.00%2025-09-302025-10-22history
Sponsored
UNH UNITEDHEALTH GROUP INC5 shares-66.67%2025-09-302025-10-22history
NUV NUCOR CORP54 shares0.00%2025-09-302025-10-22history
SLB SCHLUMBERGER LTD F192 shares44.36%2025-09-302025-10-22history
XYZ BLOCK INC A CLASS CLASS A98 shares0.00%2025-09-302025-10-22history
PLD PROLOGIS INC REIT50 shares0.00%2025-09-302025-10-22history
ABNB AIRBNB INC55 shares0.00%2025-09-302025-10-22history
TEAM ATLASSIAN CORP CLASS A45 shares0.00%2025-09-302025-10-22history
DXCM DEXCOM INC100 shares0.00%2025-09-302025-10-22history
Sponsored
CTVA CORTEVA INC93 shares0.00%2025-09-302025-10-22history
NANC UNUSUAL WHALES SUB DEMO TRAD ETF152 shares0.00%2025-09-302025-10-22history
PKW INVSC BUYBACK ACHIEVERS ETF50 shares0.00%2025-09-302025-10-22history
TMUS T-MOBILE US INC14 shares-6.67%2025-09-302025-10-22history
VOOG VANGUARD S&P 500 GROWTH ETF14 sharesnew addition2025-09-302025-10-22history
PRF INVESCO RAFI US 1000 ETF131 shares4.80%2025-09-302025-10-22history
CSX CSX CORP125 shares0.81%2025-09-302025-10-22history
KHC KRAFT HEINZ CO210 shares0.00%2025-09-302025-10-22history
Sponsored
IBM IBM CORP1 sharesnew addition2025-09-302025-10-22history
VYM VANGUARD HIGH DIVIDEND YIELD ETF38 shares46.15%2025-09-302025-10-22history
LULU LULULEMON ATHLETICA INC28 shares0.00%2025-09-302025-10-22history
RSG REPUBLIC SVCS INC17 sharesnew addition2025-09-302025-10-22history
MTCH MATCH GROUP INC NEW143 shares0.70%2025-09-302025-10-22history
VO VANGUARD MID CAP ETF17 shares0.00%2025-09-302025-10-22history
HSY HERSHEY CO22 shares0.00%2025-09-302025-10-22history
GNRC GENERAC HLDGS INC28 shares0.00%2025-09-302025-10-22history
Sponsored
VTI VANGUARD TOTAL STOCK MARKET ETF14 shares0.00%2025-09-302025-10-22history
MMM 3M CO12 shares-7.69%2025-09-302025-10-22history
ARKQ ARK AUTONOMOUS TECH RBTCS ETF32 shares0.00%2025-09-302025-10-22history
MSTR STRATEGY INC CLASS A5 sharesnew addition2025-09-302025-10-22history
EPD ENTERPRISE PRODS PART LP100 shares2.04%2025-09-302025-10-22history
DECK DECKERS OUTDOOR CORP24 sharesnew addition2025-09-302025-10-22history
DOW DOW INC93 shares0.00%2025-09-302025-10-22history
PTON PELOTON INTERACTIVE INC260 shares0.00%2025-09-302025-10-22history
Sponsored
IHG INTERCONTINENTAL HOTEL FUNSPONSORED ADR19 shares0.00%2025-09-302025-10-22history
TSM TAIWAN SEMICONDUCTOR M FSPONSORED ADR8 shares0.00%2025-09-302025-10-22history
PLX PROTALIX BIOTHERAPEUTICS1.0K shares0.00%2025-09-302025-10-22history
MSOS ADVISORSHS PURE US CANNABIS ETF IV450 shares28.57%2025-09-302025-10-22history
LUMN LUMEN TECHNOLOGIES INC299 shares0.00%2025-09-302025-10-22history
RSP INVSC S P 500 EQUAL WEIGHT ETF8 sharesnew addition2025-09-302025-10-22history
SEDG SOLAREDGE TECHNOLOGIES I38 shares0.00%2025-09-302025-10-22history
SPOT SPOTIFY TECHNOLOGY S A F2 shares0.00%2025-09-302025-10-22history
Sponsored
BGR BLACKROCK ENERGY AND RES102 shares0.00%2025-09-302025-10-22history
UL UNILEVER PLC FSPONSORED ADR21 sharesnew addition2025-09-302025-10-22history
MFA MFA FINL INC REIT123 shares4.24%2025-09-302025-10-22history
RBLX RIVIAN AUTOMOTIVE INC CLASS A51 shares0.00%2025-09-302025-10-22history
INDA ISHARES MSCI INDIA INDEXETF20 shares0.00%2025-09-302025-10-22history
F FORD MTR CO DEL12 sharesnew addition2025-09-302025-10-22history
BNT BROOKFIELD WEALTH SO A FCLASS A15 shares0.00%2025-09-302025-10-22history
BBU BROOKFIELD BUSINESS P LP30 shares0.00%2025-09-302025-10-22history
Sponsored
DBX DROPBOX INC CLASS A30 sharesnew addition2025-09-302025-10-22history
SOUN SOUNDHOUND AI INC CLASS A56 shares12.00%2025-09-302025-10-22history
EPSM EPSIUM ENTERPRISE LTD FCLASS A80 sharesnew addition2025-09-302025-10-22history
VTRS VIATRIS INC43 shares-72.44%2025-09-302025-10-22history
MBC MASTERBRAND INC57 shares0.00%2025-09-302025-10-22history
APLD APPLIED DIGITAL CORP25 sharesnew addition2025-09-302025-10-22history
EVTR EATON VANCE TOTAL RETURNBOND ETF1 shares0.00%2025-09-302025-10-22history
BBUC BROOKFIELD BUSINESS CO FCLASS A15 shares0.00%2025-09-302025-10-22history
Sponsored
OGN ORGANON & CO26 shares0.00%2025-09-302025-10-22history
AER AERCAP HOLDINGS N V F2 shares-71.43%2025-09-302025-10-22history
COOP MR COOPER GROUP INC1 shares0.00%2025-09-302025-10-22history
OXY.WS OCCIDENTAL PETE C 27 WTSWARRANTS EXP 08/03/277 shares0.00%2025-09-302025-10-22history
SMG SCOTTS MIRACLE-GRO CO3 sharesnew addition2025-09-302025-10-22history
BP BP P L C FSPONSORED ADR4 sharesnew addition2025-09-302025-10-22history
ONL ORION PPTYS INC REIT50 shares0.00%2025-09-302025-10-22history
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF2 shares100.00%2025-09-302025-10-22history
Sponsored
PSC PRINCIPAL U S SMALL CAP ETF2 shares100.00%2025-09-302025-10-22history
RVLV REVOLVE GROUP INC CLASS A5 shares0.00%2025-09-302025-10-22history
SCHD SCHWAB US DIVIDEND EQUITY ETF3 shares50.00%2025-09-302025-10-22history
FENI FIDELITY ENHANCED INTRNTNL ETF2 shares100.00%2025-09-302025-10-22history
CGC CANOPY GROWTH CORP F37 shares0.00%2025-09-302025-10-22history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available