The Analysis of Iron Horse Wealth Management, LLC's Holdings
Currently, Iron Horse Wealth Management, LLC holds 591 types of securities in its portfolio with a total value $339.0M. In the most recent quarter, they have increased their positions in JPST (+36.9K shares, valued at $1.9M), VYM (+5.5K shares, valued at $732.3K), JEPI (+12.0K shares, valued at $681.7K); decreased their positions in VCIT (-883 shares, valued at $73.2K), JPM (-175 shares, valued at $50.7K), WFC (-599 shares, valued at $48.0K); initiated new positions in CG (+1.7K shares, valued at $85.5K), WELL (+440 shares, valued at $67.6K), WES (+1.5K shares, valued at $57.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VYM VANGUARD WHITEHALL FDS268.3K shares2.09%2025-06-302025-07-22
JPST J P MORGAN EXCHANGE TRADED F690.9K shares5.64%2025-06-302025-07-22 VOOG VANGUARD ADMIRAL FDS INC85.8K shares1.63%2025-06-302025-07-22 VEA VANGUARD TAX-MANAGED FDS405.7K shares1.39%2025-06-302025-07-22 SPY SPDR S&P 500 ETF TR37.4K shares1.64%2025-06-302025-07-22 SPDW SPDR INDEX SHS FDS546.6K shares1.50%2025-06-302025-07-22 JEPI J P MORGAN EXCHANGE TRADED F312.2K shares3.99%2025-06-302025-07-22 VO VANGUARD INDEX FDS56.6K shares2.44%2025-06-302025-07-22 BBAG J P MORGAN EXCHANGE TRADED F340.5K shares1.10%2025-06-302025-07-22 VB VANGUARD INDEX FDS65.0K shares3.36%2025-06-302025-07-22 VCIT VANGUARD SCOTTSDALE FDS183.6K shares-0.48%2025-06-302025-07-22 LQD ISHARES TR133.5K shares0.52%2025-06-302025-07-22 VWO VANGUARD INTL EQUITY INDEX F267.2K shares2.13%2025-06-302025-07-22 VOE VANGUARD INDEX FDS65.9K shares2.95%2025-06-302025-07-22 AVUV AMERICAN CENTY ETF TR96.6K shares7.61%2025-06-302025-07-22 PFFD GLOBAL X FDS304.7K shares1.51%2025-06-302025-07-22 VBR VANGUARD INDEX FDS9.8K shares-0.56%2025-06-302025-07-22 SPYV SPDR SERIES TRUST27.9K shares-1.24%2025-06-302025-07-22 BRK.B BERKSHIRE HATHAWAY INC DEL2.5K shares-2.03%2025-06-302025-07-22 AAPL APPLE INC5.9K shares17.11%2025-06-302025-07-22 VOO VANGUARD INDEX FDS1.9K shares-0.64%2025-06-302025-07-22 LII LENNOX INTL INC1.6K shares0.00%2025-06-302025-07-22 SPYG SPDR SERIES TRUST8.0K shares-1.43%2025-06-302025-07-22 WFC WELLS FARGO CO NEW9.3K shares-6.07%2025-06-302025-07-22 IVV ISHARES TR1.0K shares3.40%2025-06-302025-07-22 VUG VANGUARD INDEX FDS1.5K shares10.92%2025-06-302025-07-22 XYLD GLOBAL X FDS15.0K shares-4.59%2025-06-302025-07-22 MSFT MICROSOFT CORP1.1K shares3.41%2025-06-302025-07-22 CTVA CORTEVA INC7.1K shares842.65%2025-06-302025-07-22 JNJ JOHNSON & JOHNSON3.4K shares0.09%2025-06-302025-07-22 LNT ALLIANT ENERGY CORP7.4K shares0.00%2025-06-302025-07-22 META META PLATFORMS INC558 shares222.54%2025-06-302025-07-22 IAGG ISHARES TR7.9K shares7.27%2025-06-302025-07-22 KO COCA COLA CO5.2K shares-1.43%2025-06-302025-07-22 APO APOLLO GLOBAL MGMT INC2.5K shares27.64%2025-06-302025-07-22 UNH UNITEDHEALTH GROUP INC1.0K shares-7.34%2025-06-302025-07-22 JPM JPMORGAN CHASE & CO.1.1K shares-13.82%2025-06-302025-07-22 DE DEERE & CO616 shares0.00%2025-06-302025-07-22 SPYD SPDR SERIES TRUST7.1K shares-0.65%2025-06-302025-07-22 PG PROCTER AND GAMBLE CO1.9K shares0.00%2025-06-302025-07-22 VTV VANGUARD INDEX FDS1.7K shares5.09%2025-06-302025-07-22 PFG PRINCIPAL FINANCIAL GROUP IN3.6K shares3.46%2025-06-302025-07-22 IBM INTERNATIONAL BUSINESS MACHS942 shares0.00%2025-06-302025-07-22 IJH ISHARES TR4.3K shares0.00%2025-06-302025-07-22 IJR ISHARES TR2.4K shares0.00%2025-06-302025-07-22 VNQ VANGUARD INDEX FDS2.9K shares0.87%2025-06-302025-07-22 XOM EXXON MOBIL CORP2.4K shares0.38%2025-06-302025-07-22 VTI VANGUARD INDEX FDS845 shares0.00%2025-06-302025-07-22 SBUX STARBUCKS CORP2.7K shares2.79%2025-06-302025-07-22 WRB BERKLEY W R CORP3.3K shares0.00%2025-06-302025-07-22 MMM 3M CO1.5K shares0.00%2025-06-302025-07-22 MA MASTERCARD INCORPORATED410 shares-1.91%2025-06-302025-07-22 AFL AFLAC INC2.1K shares23.01%2025-06-302025-07-22 FNF FIDELITY NATIONAL FINANCIAL3.9K shares2.36%2025-06-302025-07-22 FLRN SPDR SERIES TRUST6.9K shares-3.47%2025-06-302025-07-22 AXP AMERICAN EXPRESS CO639 shares0.31%2025-06-302025-07-22 GE GE AEROSPACE760 shares0.00%2025-06-302025-07-22 ABT ABBOTT LABS1.4K shares13.31%2025-06-302025-07-22 AMZN AMAZON COM INC792 shares81.65%2025-06-302025-07-22 FG F&G ANNUITIES & LIFE INC5.2K shares11.61%2025-06-302025-07-22 HON HONEYWELL INTL INC704 shares0.00%2025-06-302025-07-22 CVX CHEVRON CORP NEW1.0K shares3.76%2025-06-302025-07-22 MDYV SPDR SERIES TRUST1.9K shares-0.80%2025-06-302025-07-22 WMT WALMART INC1.5K shares0.00%2025-06-302025-07-22 OKE ONEOK INC NEW1.8K shares9.06%2025-06-302025-07-22 VOT VANGUARD INDEX FDS513 shares0.20%2025-06-302025-07-22 BAC BANK AMERICA CORP3.1K shares355.03%2025-06-302025-07-22 MCD MCDONALDS CORP497 shares0.00%2025-06-302025-07-22 V VISA INC402 shares40.07%2025-06-302025-07-22 VBK VANGUARD INDEX FDS502 shares3.51%2025-06-302025-07-22 C CITIGROUP INC1.6K shares1875.00%2025-06-302025-07-22 VZ VERIZON COMMUNICATIONS INC3.0K shares57.56%2025-06-302025-07-22 SCHP SCHWAB STRATEGIC TR4.8K shares-3.06%2025-06-302025-07-22 T AT&T INC4.4K shares28.58%2025-06-302025-07-22 CAG CONAGRA BRANDS INC6.2K shares0.00%2025-06-302025-07-22 GOOG ALPHABET INC704 shares94.48%2025-06-302025-07-22 SCHD SCHWAB STRATEGIC TR4.7K shares12.20%2025-06-302025-07-22 TSCO TRACTOR SUPPLY CO2.3K shares-9.06%2025-06-302025-07-22 MDYG SPDR SERIES TRUST1.4K shares2.97%2025-06-302025-07-22 TSLA TESLA INC378 shares-0.53%2025-06-302025-07-22 KMI KINDER MORGAN INC DEL4.0K shares0.00%2025-06-302025-07-22 AVGO BROADCOM INC427 shares0.00%2025-06-302025-07-22 NVDA NVIDIA CORPORATION739 shares1.79%2025-06-302025-07-22 TT TRANE TECHNOLOGIES PLC266 shares0.00%2025-06-302025-07-22 CRM SALESFORCE INC423 shares0.24%2025-06-302025-07-22 GOOGL ALPHABET INC646 shares0.00%2025-06-302025-07-22 BMO BANK MONTREAL QUE980 shares0.00%2025-06-302025-07-22 LW LAMB WESTON HLDGS INC2.0K shares0.00%2025-06-302025-07-22 USB US BANCORP DEL2.3K shares376.57%2025-06-302025-07-22 CAT CATERPILLAR INC247 shares69.18%2025-06-302025-07-22 BND VANGUARD BD INDEX FDS1.3K shares341.36%2025-06-302025-07-22 MU MICRON TECHNOLOGY INC760 shares18900.00%2025-06-302025-07-22 LOW LOWES COS INC417 shares0.00%2025-06-302025-07-22 SPAB SPDR SERIES TRUST3.6K shares-0.99%2025-06-302025-07-22 HCA HCA HEALTHCARE INC233 shares0.00%2025-06-302025-07-22 ABBV ABBVIE INC476 shares78.95%2025-06-302025-07-22 KKR KKR & CO INC662 shares8175.00%2025-06-302025-07-22 CG CARLYLE GROUP INC1.7K sharesnew addition2025-06-302025-07-22 SLYV SPDR SERIES TRUST1.1K shares-4.66%2025-06-302025-07-22 BK BANK NEW YORK MELLON CORP920 shares4500.00%2025-06-302025-07-22 MPC MARATHON PETE CORP500 shares0.00%2025-06-302025-07-22 PEP PEPSICO INC623 shares0.16%2025-06-302025-07-22 IUSB ISHARES TR1.7K shares0.00%2025-06-302025-07-22 SLYG SPDR SERIES TRUST894 shares1.13%2025-06-302025-07-22 QQQ INVESCO QQQ TR142 shares0.00%2025-06-302025-07-22 CVS CVS HEALTH CORP1.1K shares10.25%2025-06-302025-07-22 AMP AMERIPRISE FINL INC146 shares0.69%2025-06-302025-07-22 MRK MERCK & CO INC982 shares0.00%2025-06-302025-07-22 SPEM SPDR INDEX SHS FDS1.8K shares-2.34%2025-06-302025-07-22 FLTR VANECK ETF TRUST3.0K shares0.00%2025-06-302025-07-22 COST COSTCO WHSL CORP NEW77 shares-1.28%2025-06-302025-07-22 COR CENCORA INC250 shares0.00%2025-06-302025-07-22 JPIE J P MORGAN EXCHANGE TRADED F1.6K shares0.00%2025-06-302025-07-22 PRU PRUDENTIAL FINL INC688 shares0.44%2025-06-302025-07-22 BX BLACKSTONE INC493 shares9760.00%2025-06-302025-07-22 DIS DISNEY WALT CO590 shares-2.80%2025-06-302025-07-22 SPIB SPDR SERIES TRUST2.1K shares-14.42%2025-06-302025-07-22 VHT VANGUARD WORLD FD281 shares0.00%2025-06-302025-07-22 AMGN AMGEN INC243 shares74.82%2025-06-302025-07-22 WELL WELLTOWER INC440 sharesnew addition2025-06-302025-07-22 PSK SPDR SERIES TRUST2.1K shares-6.17%2025-06-302025-07-22 BAX BAXTER INTL INC2.1K shares0.00%2025-06-302025-07-22 ADBE ADOBE INC160 shares162.30%2025-06-302025-07-22 MMC MARSH & MCLENNAN COS INC279 shares0.00%2025-06-302025-07-22 GSEW GOLDMAN SACHS ETF TR740 shares-7.50%2025-06-302025-07-22 WES WESTERN MIDSTREAM PARTNERS L1.5K sharesnew addition2025-06-302025-07-22 SPTM SPDR SERIES TRUST748 shares-1.58%2025-06-302025-07-22 UI UBIQUITI INC132 sharesnew addition2025-06-302025-07-22 VGIT VANGUARD SCOTTSDALE FDS901 shares0.00%2025-06-302025-07-22 SPSB SPDR SERIES TRUST1.8K shares-3.23%2025-06-302025-07-22 VEU VANGUARD INTL EQUITY INDEX F792 shares126.29%2025-06-302025-07-22 VGSH VANGUARD SCOTTSDALE FDS900 shares-4.86%2025-06-302025-07-22 FNDX SCHWAB STRATEGIC TR2.1K shares0.00%2025-06-302025-07-22 DD DUPONT DE NEMOURS INC760 shares-0.39%2025-06-302025-07-22 LLY ELI LILLY & CO66 shares0.00%2025-06-302025-07-22 APD AIR PRODS & CHEMS INC182 shares-0.55%2025-06-302025-07-22 CI THE CIGNA GROUP151 shares0.00%2025-06-302025-07-22 HSY HERSHEY CO300 shares934.48%2025-06-302025-07-22 IEFA ISHARES TR586 shares100.68%2025-06-302025-07-22 PFE PFIZER INC2.0K shares20.19%2025-06-302025-07-22 USD PROSHARES TR654 shares0.00%2025-06-302025-07-22 DHR DANAHER CORPORATION242 shares0.00%2025-06-302025-07-22 CASY CASEYS GEN STORES INC91 shares0.00%2025-06-302025-07-22 VLO VALERO ENERGY CORP333 shares0.00%2025-06-302025-07-22 XLU SELECT SECTOR SPDR TR545 shares-5.71%2025-06-302025-07-22 TSM TAIWAN SEMICONDUCTOR MFG LTD195 shares-2.50%2025-06-302025-07-22 TFC TRUIST FINL CORP1.0K shares192.53%2025-06-302025-07-22 PM PHILIP MORRIS INTL INC240 shares0.84%2025-06-302025-07-22 JEPQ J P MORGAN EXCHANGE TRADED F800 shares-11.21%2025-06-302025-07-22 YUM YUM BRANDS INC293 shares0.69%2025-06-302025-07-22 MPW MEDICAL PPTYS TRUST INC10.0K shares0.00%2025-06-302025-07-22 LMT LOCKHEED MARTIN CORP87 shares0.00%2025-06-302025-07-22 ETR ENTERGY CORP NEW481 shares0.63%2025-06-302025-07-22 ADP AUTOMATIC DATA PROCESSING IN129 shares0.00%2025-06-302025-07-22 ORCL ORACLE CORP179 shares-12.25%2025-06-302025-07-22 XLG INVESCO EXCHANGE TRADED FD T750 shares0.00%2025-06-302025-07-22 NZF NUVEEN MUNICIPAL CREDIT INC3.2K shares0.00%2025-06-302025-07-22 BA BOEING CO182 shares-38.72%2025-06-302025-07-22 ESGU ISHARES TR277 shares0.00%2025-06-302025-07-22 SCHX SCHWAB STRATEGIC TR1.5K shares0.00%2025-06-302025-07-22 MS MORGAN STANLEY259 shares-2.63%2025-06-302025-07-22 HD HOME DEPOT INC99 shares0.00%2025-06-302025-07-22 TJX TJX COS INC NEW291 shares-2.68%2025-06-302025-07-22 HRL HORMEL FOODS CORP1.2K shares-14.99%2025-06-302025-07-22 FNDE SCHWAB STRATEGIC TR1.1K shares0.00%2025-06-302025-07-22 CGBL CAPITAL GROUP CORE BALANCED1.0K shares0.00%2025-06-302025-07-22 ESGD ISHARES TR372 shares0.00%2025-06-302025-07-22 COF CAPITAL ONE FINL CORP153 shares232.61%2025-06-302025-07-22 GEV GE VERNOVA INC61 shares-1.61%2025-06-302025-07-22 VYMI VANGUARD WHITEHALL FDS400 shares60.00%2025-06-302025-07-22 USMV ISHARES TR340 shares-48.64%2025-06-302025-07-22 MO ALTRIA GROUP INC541 shares-18.77%2025-06-302025-07-22 UBER UBER TECHNOLOGIES INC340 shares-2.30%2025-06-302025-07-22 WMB WILLIAMS COS INC505 shares0.00%2025-06-302025-07-22 RCL ROYAL CARIBBEAN GROUP100 shares-5.66%2025-06-302025-07-22 FNDA SCHWAB STRATEGIC TR1.1K shares0.00%2025-06-302025-07-22 SOLV SOLVENTUM CORP412 shares0.00%2025-06-302025-07-22 GWW GRAINGER W W INC30 shares0.00%2025-06-302025-07-22 TGT TARGET CORP313 shares-2.80%2025-06-302025-07-22 FNDF SCHWAB STRATEGIC TR755 shares0.00%2025-06-302025-07-22 AVEM AMERICAN CENTY ETF TR439 shares0.00%2025-06-302025-07-22 GOF GUGGENHEIM STRATEGIC OPPORTU2.0K sharesnew addition2025-06-302025-07-22 DOV DOVER CORP163 shares0.00%2025-06-302025-07-22 AVUS AMERICAN CENTY ETF TR292 shares0.00%2025-06-302025-07-22 IHDG WISDOMTREE TR639 shares0.00%2025-06-302025-07-22 EMR EMERSON ELEC CO215 shares0.00%2025-06-302025-07-22 IEMG ISHARES INC457 shares32.85%2025-06-302025-07-22 NEAR ISHARES U S ETF TR531 shares-44.46%2025-06-302025-07-22 RA BROOKFIELD REAL ASSETS INCOM2.0K shares2.78%2025-06-302025-07-22 CCI CROWN CASTLE INC250 shares0.00%2025-06-302025-07-22 FDN FIRST TR EXCHANGE-TRADED FD90 shares0.00%2025-06-302025-07-22 CEG CONSTELLATION ENERGY CORP75 shares-3.85%2025-06-302025-07-22 VCSH VANGUARD SCOTTSDALE FDS300 shares-41.97%2025-06-302025-07-22 IEUR ISHARES TR358 shares34.08%2025-06-302025-07-22 IPAC ISHARES TR340 shares19.72%2025-06-302025-07-22 IEI ISHARES TR196 shares0.00%2025-06-302025-07-22 DOW DOW INC871 shares0.00%2025-06-302025-07-22 SCHA SCHWAB STRATEGIC TR910 shares0.00%2025-06-302025-07-22 CMCSA COMCAST CORP NEW643 shares0.00%2025-06-302025-07-22 BSV VANGUARD BD INDEX FDS289 sharesnew addition2025-06-302025-07-22 TXN TEXAS INSTRS INC109 shares0.00%2025-06-302025-07-22 TROW PRICE T ROWE GROUP INC231 shares0.00%2025-06-302025-07-22 SCHI SCHWAB STRATEGIC TR970 shares0.00%2025-06-302025-07-22 AVB AVALONBAY CMNTYS INC108 shares2060.00%2025-06-302025-07-22 SCHE SCHWAB STRATEGIC TR727 shares0.00%2025-06-302025-07-22 SLG SL GREEN RLTY CORP351 sharesnew addition2025-06-302025-07-22 VOOV VANGUARD ADMIRAL FDS INC112 sharesnew addition2025-06-302025-07-22 TDS TELEPHONE & DATA SYS INC591 shares0.00%2025-06-302025-07-22 ASML ASML HOLDING N V26 shares116.67%2025-06-302025-07-22 CMDY ISHARES U S ETF TR410 shares0.00%2025-06-302025-07-22 FNDC SCHWAB STRATEGIC TR486 shares0.00%2025-06-302025-07-22 VTWV VANGUARD SCOTTSDALE FDS145 sharesnew addition2025-06-302025-07-22 CHRW C H ROBINSON WORLDWIDE INC210 shares0.00%2025-06-302025-07-22 GD GENERAL DYNAMICS CORP68 shares-2.86%2025-06-302025-07-22 HDV ISHARES TR168 shares1580.00%2025-06-302025-07-22 IUSG ISHARES TR128 sharesnew addition2025-06-302025-07-22 RSP INVESCO EXCHANGE TRADED FD T105 shares0.00%2025-06-302025-07-22 CSCO CISCO SYS INC274 shares0.00%2025-06-302025-07-22 VMBS VANGUARD SCOTTSDALE FDS409 shares0.00%2025-06-302025-07-22 FBTC FIDELITY WISE ORIGIN BITCOIN200 shares0.00%2025-06-302025-07-22 NEE NEXTERA ENERGY INC269 shares0.00%2025-06-302025-07-22 SPLV INVESCO EXCH TRADED FD TR II256 sharesnew addition2025-06-302025-07-22 CLX CLOROX CO DEL155 shares0.00%2025-06-302025-07-22 IR INGERSOLL RAND INC220 shares0.00%2025-06-302025-07-22 CB CHUBB LIMITED62 shares0.00%2025-06-302025-07-22 UNP UNION PAC CORP78 shares0.00%2025-06-302025-07-22 RTX RTX CORPORATION120 shares0.00%2025-06-302025-07-22 DOC HEALTHPEAK PROPERTIES INC1.0K shares0.00%2025-06-302025-07-22 HLI HOULIHAN LOKEY INC96 shares0.00%2025-06-302025-07-22 NKE NIKE INC226 shares0.00%2025-06-302025-07-22 TRV TRAVELERS COMPANIES INC58 shares0.00%2025-06-302025-07-22 PYPL PAYPAL HLDGS INC207 shares0.00%2025-06-302025-07-22 WING WINGSTOP INC45 shares0.00%2025-06-302025-07-22 ROK ROCKWELL AUTOMATION INC45 shares0.00%2025-06-302025-07-22 JFLI J P MORGAN EXCHANGE TRADED F300 shares500.00%2025-06-302025-07-22 GLW CORNING INC277 shares0.36%2025-06-302025-07-22 SHW SHERWIN WILLIAMS CO42 shares-2.33%2025-06-302025-07-22 ADI ANALOG DEVICES INC60 shares-3.23%2025-06-302025-07-22 SCHC SCHWAB STRATEGIC TR331 shares0.00%2025-06-302025-07-22 GPC GENUINE PARTS CO113 shares0.00%2025-06-302025-07-22 JNK SPDR SERIES TRUST140 shares0.00%2025-06-302025-07-22 LIN LINDE PLC29 shares0.00%2025-06-302025-07-22 EA ELECTRONIC ARTS INC85 shares0.00%2025-06-302025-07-22 YUMC YUM CHINA HLDGS INC303 shares0.33%2025-06-302025-07-22 PH PARKER-HANNIFIN CORP19 shares0.00%2025-06-302025-07-22 AMD ADVANCED MICRO DEVICES INC93 shares0.00%2025-06-302025-07-22 SPLB SPDR SERIES TRUST565 shares1.07%2025-06-302025-07-22 IWF ISHARES TR30 shares0.00%2025-06-302025-07-22 PINS PINTEREST INC350 sharesnew addition2025-06-302025-07-22 SYY SYSCO CORP165 shares0.00%2025-06-302025-07-22 MDT MEDTRONIC PLC143 shares0.00%2025-06-302025-07-22 EXC EXELON CORP282 shares0.00%2025-06-302025-07-22 GDX VANECK ETF TRUST235 sharesnew addition2025-06-302025-07-22 HLNE HAMILTON LANE INC85 shares0.00%2025-06-302025-07-22 F FORD MTR CO1.1K shares74.80%2025-06-302025-07-22 USMC PRINCIPAL EXCHANGE TRADED FD191 shares0.00%2025-06-302025-07-22 NRG NRG ENERGY INC73 shares0.00%2025-06-302025-07-22 AB ALLIANCEBERNSTEIN HLDG L P286 sharesnew addition2025-06-302025-07-22 WM WASTE MGMT INC DEL50 shares0.00%2025-06-302025-07-22 CHKP CHECK POINT SOFTWARE TECH LT51 shares0.00%2025-06-302025-07-22 VGLT VANGUARD SCOTTSDALE FDS200 shares0.00%2025-06-302025-07-22 ESGE ISHARES INC286 shares0.00%2025-06-302025-07-22 XLY SELECT SECTOR SPDR TR51 shares0.00%2025-06-302025-07-22 TMC TMC THE METALS COMPANY INC1.7K sharesnew addition2025-06-302025-07-22 AMAT APPLIED MATLS INC60 shares50.00%2025-06-302025-07-22 CGUS CAPITAL GROUP CORE EQUITY ET297 sharesnew addition2025-06-302025-07-22 IAU ISHARES GOLD TR169 shares0.00%2025-06-302025-07-22 QCOM QUALCOMM INC66 shares0.00%2025-06-302025-07-22 BDX BECTON DICKINSON & CO60 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shares0.00%2025-06-302025-07-22 CARR CARRIER GLOBAL CORPORATION60 shares-11.76%2025-06-302025-07-22 OXY OCCIDENTAL PETE CORP104 shares0.00%2025-06-302025-07-22 UTHR UNITED THERAPEUTICS CORP DEL15 shares0.00%2025-06-302025-07-22 VXUS VANGUARD STAR FDS62 shares0.00%2025-06-302025-07-22 PZA INVESCO EXCH TRADED FD TR II189 shares85.29%2025-06-302025-07-22 CMG CHIPOTLE MEXICAN GRILL INC73 shares-13.10%2025-06-302025-07-22 ORLY OREILLY AUTOMOTIVE INC45 shares1400.00%2025-06-302025-07-22 NANC TIDAL TRUST I96 shares0.00%2025-06-302025-07-22 KR KROGER CO56 shares0.00%2025-06-302025-07-22 K KELLANOVA50 shares0.00%2025-06-302025-07-22 AZN ASTRAZENECA PLC56 shares0.00%2025-06-302025-07-22 LRCX LAM RESEARCH CORP40 sharesnew addition2025-06-302025-07-22 PCH POTLATCHDELTIC CORPORATION100 shares0.00%2025-06-302025-07-22 SITM SITIME CORP18 shares0.00%2025-06-302025-07-22 DELL DELL TECHNOLOGIES INC31 shares0.00%2025-06-302025-07-22 CGMU CAPITAL GRP FIXED INCM ETF T142 sharesnew addition2025-06-302025-07-22 KDP KEURIG DR PEPPER INC111 shares0.00%2025-06-302025-07-22 GS GOLDMAN SACHS GROUP INC5 shares0.00%2025-06-302025-07-22 NVS NOVARTIS AG29 shares0.00%2025-06-302025-07-22 AAL AMERICAN AIRLS GROUP INC311 shares0.00%2025-06-302025-07-22 SHM SPDR SERIES TRUST72 shares56.52%2025-06-302025-07-22 DFAC DIMENSIONAL ETF TRUST96 shares0.00%2025-06-302025-07-22 WK WORKIVA INC50 shares0.00%2025-06-302025-07-22 TRI THOMSON REUTERS CORP17 shares-26.09%2025-06-302025-07-22 STZ CONSTELLATION BRANDS INC21 shares0.00%2025-06-302025-07-22 CGGR CAPITAL GROUP GROWTH ETF84 sharesnew addition2025-06-302025-07-22 MUB ISHARES TR32 shares45.45%2025-06-302025-07-22 AXON AXON ENTERPRISE INC4 shares0.00%2025-06-302025-07-22 CWAN CLEARWATER ANALYTICS HLDGS I149 shares0.00%2025-06-302025-07-22 LPX LOUISIANA PAC CORP38 shares0.00%2025-06-302025-07-22 EQIX EQUINIX INC4 shares0.00%2025-06-302025-07-22 VRSN VERISIGN INC11 sharesnew addition2025-06-302025-07-22 SPGI S&P GLOBAL INC6 shares0.00%2025-06-302025-07-22 BR BROADRIDGE FINL SOLUTIONS IN13 shares0.00%2025-06-302025-07-22 OGE OGE ENERGY CORP69 shares0.00%2025-06-302025-07-22 DGX QUEST DIAGNOSTICS INC17 shares0.00%2025-06-302025-07-22 IWR ISHARES TR33 sharesnew addition2025-06-302025-07-22 WEC WEC ENERGY GROUP INC29 shares0.00%2025-06-302025-07-22 RELX RELX PLC55 shares0.00%2025-06-302025-07-22 SCZ ISHARES TR41 sharesnew addition2025-06-302025-07-22 DKNG DRAFTKINGS INC NEW69 shares16.95%2025-06-302025-07-22 SITE SITEONE LANDSCAPE SUPPLY INC24 shares0.00%2025-06-302025-07-22 BSTZ BLACKROCK SCIENCE & TECHNOLO139 sharesnew addition2025-06-302025-07-22 SLB SCHLUMBERGER LTD85 shares0.00%2025-06-302025-07-22 MET METLIFE INC35 shares0.00%2025-06-302025-07-22 HTGC HERCULES CAPITAL INC153 shares2.00%2025-06-302025-07-22 MAR MARRIOTT INTL INC NEW10 shares0.00%2025-06-302025-07-22 ABR ARBOR REALTY TRUST INC258 shares3.20%2025-06-302025-07-22 EMHY ISHARES INC70 shares0.00%2025-06-302025-07-22 PLNT PLANET FITNESS INC25 shares0.00%2025-06-302025-07-22 TECK TECK RESOURCES LTD67 shares0.00%2025-06-302025-07-22 OTIS OTIS WORLDWIDE CORP27 shares0.00%2025-06-302025-07-22 TRMB TRIMBLE INC35 shares0.00%2025-06-302025-07-22 MTUM ISHARES TR11 shares0.00%2025-06-302025-07-22 RBLX ROBLOX CORP25 shares0.00%2025-06-302025-07-22 EQT EQT CORP45 shares0.00%2025-06-302025-07-22 NSC NORFOLK SOUTHN CORP10 shares0.00%2025-06-302025-07-22 SJM SMUCKER J M CO26 shares0.00%2025-06-302025-07-22 RIVN RIVIAN AUTOMOTIVE INC185 shares0.00%2025-06-302025-07-22 AMLP ALPS ETF TR52 shares-88.77%2025-06-302025-07-22 DSL DOUBLELINE INCOME SOLUTIONS207 sharesnew addition2025-06-302025-07-22 BIDU BAIDU INC29 shares0.00%2025-06-302025-07-22 SONY SONY GROUP CORP95 shares0.00%2025-06-302025-07-22 FOXA FOX CORP44 shares0.00%2025-06-302025-07-22 TMO THERMO FISHER SCIENTIFIC INC6 shares0.00%2025-06-302025-07-22 TRP TC ENERGY CORP49 shares0.00%2025-06-302025-07-22 CNP CENTERPOINT ENERGY INC64 shares0.00%2025-06-302025-07-22 SPMD SPDR SERIES TRUST42 shares0.00%2025-06-302025-07-22 EFAV ISHARES TR27 shares80.00%2025-06-302025-07-22 RH RH12 shares0.00%2025-06-302025-07-22 UL UNILEVER PLC37 shares0.00%2025-06-302025-07-22 DUHP DIMENSIONAL ETF TRUST63 shares0.00%2025-06-302025-07-22 VNQI VANGUARD INTL EQUITY INDEX F48 shares23.08%2025-06-302025-07-22 EXR EXTRA SPACE STORAGE INC15 shares0.00%2025-06-302025-07-22 OC OWENS CORNING NEW16 shares0.00%2025-06-302025-07-22 HBAN HUNTINGTON BANCSHARES INC130 shares0.00%2025-06-302025-07-22 CCL CARNIVAL CORP77 shares-20.62%2025-06-302025-07-22 CGGO CAPITAL GROUP GBL GROWTH EQT67 sharesnew addition2025-06-302025-07-22 HAL HALLIBURTON CO102 shares0.00%2025-06-302025-07-22 DFUV DIMENSIONAL ETF TRUST49 shares0.00%2025-06-302025-07-22 NAK NORTHERN DYNASTY MINERALS LT1.5K sharesnew addition2025-06-302025-07-22 MUSA MURPHY USA INC5 shares0.00%2025-06-302025-07-22 MKL MARKEL GROUP INC1 shares0.00%2025-06-302025-07-22 SILA SILA REALTY TRUST INC82 shares0.00%2025-06-302025-07-22 SPYX SPDR SERIES TRUST38 shares0.00%2025-06-302025-07-22 SBS COMPANHIA DE SANEAMENTO BASI88 shares0.00%2025-06-302025-07-22 TRN TRINITY INDS INC71 shares0.00%2025-06-302025-07-22 GLPI GAMING & LEISURE PPTYS INC40 shares0.00%2025-06-302025-07-22 GEHC GE HEALTHCARE TECHNOLOGIES I24 shares0.00%2025-06-302025-07-22 HPQ HP INC72 shares-94.88%2025-06-302025-07-22 NXPI NXP SEMICONDUCTORS N V8 shares0.00%2025-06-302025-07-22 D DOMINION ENERGY INC30 shares0.00%2025-06-302025-07-22 BINC BLACKROCK ETF TRUST II32 sharesnew addition2025-06-302025-07-22 ADM ARCHER DANIELS MIDLAND CO32 shares0.00%2025-06-302025-07-22 PLTR PALANTIR TECHNOLOGIES INC12 sharesnew addition2025-06-302025-07-22 WSM WILLIAMS SONOMA INC10 shares0.00%2025-06-302025-07-22 REGN REGENERON PHARMACEUTICALS3 shares0.00%2025-06-302025-07-22 SPTL SPDR SERIES TRUST58 shares81.25%2025-06-302025-07-22 HIG HARTFORD INSURANCE GROUP INC12 shares0.00%2025-06-302025-07-22 EWBC EAST WEST BANCORP INC15 shares0.00%2025-06-302025-07-22 DFIC DIMENSIONAL ETF TRUST48 shares0.00%2025-06-302025-07-22 POOL POOL CORP5 shares0.00%2025-06-302025-07-22 CC CHEMOURS CO126 shares0.00%2025-06-302025-07-22 WBS WEBSTER FINL CORP26 shares0.00%2025-06-302025-07-22 CMS CMS ENERGY CORP20 shares0.00%2025-06-302025-07-22 PAC GRUPO AEROPUERTO DEL PACIFIC6 shares0.00%2025-06-302025-07-22 Call Option Holdings
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