The Analysis of Key FInancial Inc's Holdings
Currently, Key FInancial Inc holds 1459 types of securities in its portfolio with a total value $541.2M. In the most recent quarter, they have increased their positions in ORCL (+6.3K shares, valued at $1.8M), GOVT (+66.0K shares, valued at $1.5M), EES (+19.9K shares, valued at $1.1M); decreased their positions in JPM (-2.1K shares, valued at $662.1K), MSFT (-903 shares, valued at $469.3K), BND (-5.4K shares, valued at $399.0K); initiated new positions in MRBK (+59.4K shares, valued at $917.2K), VTC (+4.0K shares, valued at $314.9K), ULST (+4.5K shares, valued at $182.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC97.7K shares-1.38%2025-09-302025-11-05
DOL WISDOMTREE TR321.8K shares0.21%2025-09-302025-11-05 DNL WISDOMTREE TR452.7K shares4.62%2025-09-302025-11-05 SLYV SPDR SERIES TRUST187.9K shares0.01%2025-09-302025-11-05 GOVT ISHARES TR674.3K shares10.85%2025-09-302025-11-05 EES WISDOMTREE TR275.4K shares7.80%2025-09-302025-11-05 MSFT MICROSOFT CORP27.6K shares-3.17%2025-09-302025-11-05 BUFR FIRST TR EXCHNG TRADED FD VI415.3K shares0.62%2025-09-302025-11-05 EFG ISHARES TR78.8K shares-3.52%2025-09-302025-11-05 FICS FIRST TR EXCHANGE TRADED FD234.2K shares5.01%2025-09-302025-11-05 SPYG SPDR SERIES TRUST83.2K shares-0.35%2025-09-302025-11-05 DLN WISDOMTREE TR98.6K shares-1.34%2025-09-302025-11-05 SPYV SPDR SERIES TRUST152.1K shares-0.97%2025-09-302025-11-05 FPEI FIRST TR EXCH TRADED FD III420.9K shares4.22%2025-09-302025-11-05 SLYG SPDR SERIES TRUST82.2K shares3.83%2025-09-302025-11-05 JIG J P MORGAN EXCHANGE TRADED F99.5K shares1.15%2025-09-302025-11-05 BSMR INVESCO EXCH TRD SLF IDX FD284.5K shares0.23%2025-09-302025-11-05 SPTI SPDR SERIES TRUST229.8K shares-1.22%2025-09-302025-11-05 AVGO BROADCOM INC19.9K shares-0.68%2025-09-302025-11-05 JPM JPMORGAN CHASE & CO.21.1K shares-9.17%2025-09-302025-11-05 SPTS SPDR SERIES TRUST219.1K shares-0.99%2025-09-302025-11-05 NVDA NVIDIA CORPORATION34.2K shares4.34%2025-09-302025-11-05 DES WISDOMTREE TR162.8K shares-2.74%2025-09-302025-11-05 XOM EXXON MOBIL CORP48.9K shares-0.38%2025-09-302025-11-05 AMZN AMAZON COM INC24.5K shares-5.25%2025-09-302025-11-05 IWF ISHARES TR10.4K shares-1.86%2025-09-302025-11-05 SPEM SPDR INDEX SHS FDS94.3K shares2.27%2025-09-302025-11-05 JNJ JOHNSON & JOHNSON23.7K shares-3.57%2025-09-302025-11-05 BSMS INVESCO EXCH TRD SLF IDX FD179.0K shares1.59%2025-09-302025-11-05 GOOGL ALPHABET INC16.9K shares1.29%2025-09-302025-11-05 ORCL ORACLE CORP14.1K shares80.88%2025-09-302025-11-05 PLTR PALANTIR TECHNOLOGIES INC21.3K shares-1.84%2025-09-302025-11-05 ABBV ABBVIE INC15.9K shares-0.86%2025-09-302025-11-05 DWM WISDOMTREE TR55.5K shares3.55%2025-09-302025-11-05 BSMP INVESCO EXCH TRD SLF IDX FD139.8K shares-0.62%2025-09-302025-11-05 EFV ISHARES TR50.1K shares0.00%2025-09-302025-11-05 IVW ISHARES TR26.1K shares-0.09%2025-09-302025-11-05 ADP AUTOMATIC DATA PROCESSING IN10.5K shares-0.05%2025-09-302025-11-05 CI THE CIGNA GROUP10.5K shares-2.73%2025-09-302025-11-05 IVV ISHARES TR4.2K shares9.24%2025-09-302025-11-05 BSMT INVESCO EXCH TRD SLF IDX FD119.4K shares2.45%2025-09-302025-11-05 PG PROCTER AND GAMBLE CO17.4K shares0.05%2025-09-302025-11-05 BSMU INVESCO EXCH TRD SLF IDX FD119.2K shares0.35%2025-09-302025-11-05 BSMV INVESCO EXCH TRD SLF IDX FD121.3K shares0.00%2025-09-302025-11-05 VUG VANGUARD INDEX FDS5.3K shares15.81%2025-09-302025-11-05 ABT ABBOTT LABS18.8K shares0.02%2025-09-302025-11-05 MCD MCDONALDS CORP8.0K shares0.37%2025-09-302025-11-05 BSMQ INVESCO EXCH TRD SLF IDX FD102.3K shares-2.03%2025-09-302025-11-05 BRK.B BERKSHIRE HATHAWAY INC DEL4.7K shares4.93%2025-09-302025-11-05 MRK MERCK & CO INC25.2K shares3.24%2025-09-302025-11-05 EFAD PROSHARES TR52.8K shares11.08%2025-09-302025-11-05 QGRO AMERICAN CENTY ETF TR19.6K shares14.74%2025-09-302025-11-05 STBA S & T BANCORP INC58.1K shares0.00%2025-09-302025-11-05 BX BLACKSTONE INC12.1K shares0.21%2025-09-302025-11-05 BSCP INVESCO EXCH TRD SLF IDX FD95.1K shares5.35%2025-09-302025-11-05 BSCQ INVESCO EXCH TRD SLF IDX FD99.5K shares5.42%2025-09-302025-11-05 GOOG ALPHABET INC7.3K shares1.51%2025-09-302025-11-05 VOO VANGUARD INDEX FDS2.9K shares82.59%2025-09-302025-11-05 IDCC INTERDIGITAL INC5.1K shares0.00%2025-09-302025-11-05 VTV VANGUARD INDEX FDS9.4K shares-1.17%2025-09-302025-11-05 SPMD SPDR SERIES TRUST30.2K shares6.22%2025-09-302025-11-05 PFE PFIZER INC63.5K shares-1.46%2025-09-302025-11-05 TSLA TESLA INC3.7K shares1.09%2025-09-302025-11-05 MDYG SPDR SERIES TRUST18.4K shares-0.30%2025-09-302025-11-05 ISCG ISHARES TR29.4K shares21.51%2025-09-302025-11-05 IWD ISHARES TR7.7K shares0.30%2025-09-302025-11-05 VGT VANGUARD WORLD FD2.0K shares6.45%2025-09-302025-11-05 KO COCA COLA CO22.5K shares-2.21%2025-09-302025-11-05 BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-09-302025-11-05 VV VANGUARD INDEX FDS4.8K shares0.00%2025-09-302025-11-05 BSJP INVESCO EXCH TRD SLF IDX FD63.7K shares7.29%2025-09-302025-11-05 CVX CHEVRON CORP NEW9.4K shares17.82%2025-09-302025-11-05 IWB ISHARES TR3.9K shares4.34%2025-09-302025-11-05 VTI VANGUARD INDEX FDS4.3K shares10.68%2025-09-302025-11-05 BSCR INVESCO EXCH TRD SLF IDX FD71.0K shares5.67%2025-09-302025-11-05 SPY SPDR S&P 500 ETF TR2.1K shares6.66%2025-09-302025-11-05 VZ VERIZON COMMUNICATIONS INC31.7K shares5.40%2025-09-302025-11-05 PEP PEPSICO INC9.6K shares-0.45%2025-09-302025-11-05 QQQ INVESCO QQQ TR2.2K shares9.94%2025-09-302025-11-05 VEA VANGUARD TAX-MANAGED FDS21.5K shares13.12%2025-09-302025-11-05 CAT CATERPILLAR INC2.7K shares-3.61%2025-09-302025-11-05 CSCO CISCO SYS INC18.6K shares-1.31%2025-09-302025-11-05 MCO MOODYS CORP2.6K shares0.00%2025-09-302025-11-05 DTD WISDOMTREE TR14.4K shares81.83%2025-09-302025-11-05 VYM VANGUARD WHITEHALL FDS8.6K shares-0.29%2025-09-302025-11-05 GE GE AEROSPACE4.0K shares0.38%2025-09-302025-11-05 BSJQ INVESCO EXCH TRD SLF IDX FD50.4K shares9.27%2025-09-302025-11-05 ICVT ISHARES TR11.7K shares0.00%2025-09-302025-11-05 TJX TJX COS INC NEW8.1K shares0.00%2025-09-302025-11-05 SPSM SPDR SERIES TRUST25.0K shares1.70%2025-09-302025-11-05 HD HOME DEPOT INC2.9K shares2.79%2025-09-302025-11-05 BSCS INVESCO EXCH TRD SLF IDX FD54.1K shares4.70%2025-09-302025-11-05 FI FISERV INC8.8K shares0.00%2025-09-302025-11-05 MPC MARATHON PETE CORP5.7K shares0.00%2025-09-302025-11-05 CRM SALESFORCE INC4.6K shares-0.78%2025-09-302025-11-05 NSC NORFOLK SOUTHN CORP3.6K shares-0.53%2025-09-302025-11-05 IWP ISHARES TR7.5K shares-24.84%2025-09-302025-11-05 BSCT INVESCO EXCH TRD SLF IDX FD56.1K shares9.92%2025-09-302025-11-05 SPHQ INVESCO EXCHANGE TRADED FD T14.2K shares7.90%2025-09-302025-11-05 DWX SPDR INDEX SHS FDS24.4K shares0.00%2025-09-302025-11-05 IWM ISHARES TR4.3K shares-14.71%2025-09-302025-11-05 CEG CONSTELLATION ENERGY CORP2.9K shares0.00%2025-09-302025-11-05 UNH UNITEDHEALTH GROUP INC3.0K shares-20.25%2025-09-302025-11-05 FELG FIDELITY COVINGTON TRUST23.8K shares-8.83%2025-09-302025-11-05 IJT ISHARES TR6.9K shares0.00%2025-09-302025-11-05 META META PLATFORMS INC1.3K shares15.55%2025-09-302025-11-05 BAC BANK AMERICA CORP18.9K shares-10.57%2025-09-302025-11-05 SPDW SPDR INDEX SHS FDS22.2K shares2.28%2025-09-302025-11-05 RTX RTX CORPORATION5.6K shares0.00%2025-09-302025-11-05 PXF INVESCO EXCH TRADED FD TR II15.0K shares0.00%2025-09-302025-11-05 WTRG ESSENTIAL UTILS INC23.8K shares0.17%2025-09-302025-11-05 MRBK MERIDIAN CORPORATION59.4K sharesnew addition2025-09-302025-11-05 IBM INTERNATIONAL BUSINESS MACHS3.1K shares63.99%2025-09-302025-11-05 BSSX INVESCO EXCH TRD SLF IDX FD34.5K shares0.00%2025-09-302025-11-05 BSMW INVESCO EXCH TRD SLF IDX FD35.1K shares1.44%2025-09-302025-11-05 MA MASTERCARD INCORPORATED1.5K shares0.20%2025-09-302025-11-05 T AT&T INC30.9K shares0.25%2025-09-302025-11-05 MDLZ MONDELEZ INTL INC13.5K shares0.04%2025-09-302025-11-05 RWL INVESCO EXCH TRADED FD TR II7.6K shares45.49%2025-09-302025-11-05 VBK VANGUARD INDEX FDS2.8K shares25.41%2025-09-302025-11-05 CWB SPDR SERIES TRUST9.2K shares-1.70%2025-09-302025-11-05 LMT LOCKHEED MARTIN CORP1.7K shares-1.54%2025-09-302025-11-05 ILCV ISHARES TR9.1K shares12.72%2025-09-302025-11-05 HSY HERSHEY CO4.4K shares0.00%2025-09-302025-11-05 FULT FULTON FINL CORP PA44.8K shares0.00%2025-09-302025-11-05 ICOW PACER FDS TR21.6K shares0.00%2025-09-302025-11-05 IEMG ISHARES INC11.9K shares5.63%2025-09-302025-11-05 SBS COMPANHIA DE SANEAMENTO BASI31.8K shares0.00%2025-09-302025-11-05 DFUV DIMENSIONAL ETF TRUST17.4K shares0.00%2025-09-302025-11-05 ILCG ISHARES TR7.4K shares7.89%2025-09-302025-11-05 SPYM SPDR SERIES TRUST9.7K shares0.56%2025-09-302025-11-05 REGL PROSHARES TR8.9K shares-8.21%2025-09-302025-11-05 IJR ISHARES TR6.3K shares-11.56%2025-09-302025-11-05 BSJR INVESCO EXCH TRD SLF IDX FD32.7K shares11.23%2025-09-302025-11-05 IJH ISHARES TR11.1K shares9.93%2025-09-302025-11-05 DIS DISNEY WALT CO6.3K shares-20.58%2025-09-302025-11-05 SONY SONY GROUP CORP24.5K shares0.00%2025-09-302025-11-05 SCHD SCHWAB STRATEGIC TR25.3K shares0.00%2025-09-302025-11-05 ISCV ISHARES TR10.3K shares10.58%2025-09-302025-11-05 TOL TOLL BROTHERS INC4.9K shares0.04%2025-09-302025-11-05 VWO VANGUARD INTL EQUITY INDEX F12.4K shares-9.34%2025-09-302025-11-05 V VISA INC1.9K shares0.47%2025-09-302025-11-05 IEFA ISHARES TR7.6K shares3.26%2025-09-302025-11-05 IVE ISHARES TR3.2K shares-0.37%2025-09-302025-11-05 COST COSTCO WHSL CORP NEW719 shares8.77%2025-09-302025-11-05 AZN ASTRAZENECA PLC7.8K shares0.28%2025-09-302025-11-05 D DOMINION ENERGY INC10.6K shares-0.12%2025-09-302025-11-05 LLY ELI LILLY & CO778 shares6.14%2025-09-302025-11-05 IJK ISHARES TR6.6K shares-2.36%2025-09-302025-11-05 VOE VANGUARD INDEX FDS3.6K shares0.00%2025-09-302025-11-05 XLF SELECT SECTOR SPDR TR11.8K shares0.15%2025-09-302025-11-05 BLK BLACKROCK INC542 shares0.00%2025-09-302025-11-05 NFLX NETFLIX INC521 shares28.33%2025-09-302025-11-05 ACN ACCENTURE PLC IRELAND2.5K shares-0.16%2025-09-302025-11-05 GEV GE VERNOVA INC978 shares0.41%2025-09-302025-11-05 QCOM QUALCOMM INC3.5K shares0.03%2025-09-302025-11-05 JPST J P MORGAN EXCHANGE TRADED F11.5K shares49.50%2025-09-302025-11-05 RWR SPDR SERIES TRUST5.7K shares-8.03%2025-09-302025-11-05 SDY SPDR SERIES TRUST4.0K shares0.00%2025-09-302025-11-05 YUM YUM BRANDS INC3.6K shares0.00%2025-09-302025-11-05 IWN ISHARES TR3.1K shares0.00%2025-09-302025-11-05 JEPI J P MORGAN EXCHANGE TRADED F9.5K shares-3.90%2025-09-302025-11-05 URI UNITED RENTALS INC553 shares0.00%2025-09-302025-11-05 IJS ISHARES TR4.7K shares0.00%2025-09-302025-11-05 RWJ INVESCO EXCH TRADED FD TR II10.7K shares60.13%2025-09-302025-11-05 JAAA JANUS DETROIT STR TR10.2K shares13.20%2025-09-302025-11-05 GLW CORNING INC6.1K shares-2.40%2025-09-302025-11-05 SCHF SCHWAB STRATEGIC TR21.3K shares0.00%2025-09-302025-11-05 VIG VANGUARD SPECIALIZED FUNDS2.3K shares0.00%2025-09-302025-11-05 MAR MARRIOTT INTL INC NEW1.8K shares0.22%2025-09-302025-11-05 MMM 3M CO3.1K shares1.50%2025-09-302025-11-05 QQQE DIREXION SHS ETF TR4.6K shares0.00%2025-09-302025-11-05 SPSB SPDR SERIES TRUST15.7K shares0.00%2025-09-302025-11-05 EFA ISHARES TR5.0K shares-1.45%2025-09-302025-11-05 GILD GILEAD SCIENCES INC4.3K shares0.12%2025-09-302025-11-05 VCIT VANGUARD SCOTTSDALE FDS5.6K shares-5.81%2025-09-302025-11-05 WMT WALMART INC4.6K shares2.29%2025-09-302025-11-05 BSJS INVESCO EXCH TRD SLF IDX FD21.1K shares11.97%2025-09-302025-11-05 MS MORGAN STANLEY2.9K shares0.07%2025-09-302025-11-05 ED CONSOLIDATED EDISON INC4.7K shares0.00%2025-09-302025-11-05 QUAL ISHARES TR2.3K shares3.75%2025-09-302025-11-05 EEM ISHARES TR8.4K shares0.00%2025-09-302025-11-05 IWO ISHARES TR1.4K shares-0.36%2025-09-302025-11-05 BKMC BNY MELLON ETF TRUST4.0K shares8.08%2025-09-302025-11-05 LOW LOWES COS INC1.8K shares0.29%2025-09-302025-11-05 COR CENCORA INC1.4K shares-2.94%2025-09-302025-11-05 PNW PINNACLE WEST CAP CORP4.9K shares0.00%2025-09-302025-11-05 DEM WISDOMTREE TR9.4K shares0.97%2025-09-302025-11-05 AFL AFLAC INC3.9K shares0.00%2025-09-302025-11-05 GWX SPDR INDEX SHS FDS10.6K shares0.00%2025-09-302025-11-05 TRI THOMSON REUTERS CORP2.8K shares0.00%2025-09-302025-11-05 PEG PUBLIC SVC ENTERPRISE GRP IN5.1K shares106.58%2025-09-302025-11-05 UNP UNION PAC CORP1.8K shares0.00%2025-09-302025-11-05 AXP AMERICAN EXPRESS CO1.2K shares2.05%2025-09-302025-11-05 ETN EATON CORP PLC1.1K shares0.19%2025-09-302025-11-05 IUSG ISHARES TR2.4K shares1.29%2025-09-302025-11-05 TMO THERMO FISHER SCIENTIFIC INC755 shares-1.95%2025-09-302025-11-05 PAYX PAYCHEX INC3.2K shares-0.25%2025-09-302025-11-05 IYW ISHARES TR2.0K shares0.00%2025-09-302025-11-05 IQDG WISDOMTREE TR9.6K shares6.13%2025-09-302025-11-05 BSJT INVESCO EXCH TRD SLF IDX FD17.8K shares14.96%2025-09-302025-11-05 GIS GENERAL MLS INC7.6K shares0.00%2025-09-302025-11-05 VB VANGUARD INDEX FDS1.5K shares10.91%2025-09-302025-11-05 C CITIGROUP INC3.9K shares0.00%2025-09-302025-11-05 DON WISDOMTREE TR7.3K shares0.08%2025-09-302025-11-05 VIS VANGUARD WORLD FD1.3K shares6.37%2025-09-302025-11-05 DGRO ISHARES TR5.4K shares27.78%2025-09-302025-11-05 CALF PACER FDS TR8.4K shares0.00%2025-09-302025-11-05 BMY BRISTOL-MYERS SQUIBB CO7.8K shares26.05%2025-09-302025-11-05 FFIV F5 INC1.1K shares0.00%2025-09-302025-11-05 VCR VANGUARD WORLD FD903 shares9.32%2025-09-302025-11-05 EFAX SPDR INDEX SHS FDS7.2K shares0.00%2025-09-302025-11-05 CP CANADIAN PACIFIC KANSAS CITY4.7K shares0.00%2025-09-302025-11-05 TDIV FIRST TR EXCHANGE TRADED FD3.5K shares0.26%2025-09-302025-11-05 AMGN AMGEN INC1.2K shares-0.93%2025-09-302025-11-05 CWI SPDR INDEX SHS FDS9.8K shares27.38%2025-09-302025-11-05 JSML JANUS DETROIT STR TR4.6K shares0.00%2025-09-302025-11-05 AMT AMERICAN TOWER CORP NEW1.8K shares-0.34%2025-09-302025-11-05 LH LABCORP HOLDINGS INC1.2K shares-44.29%2025-09-302025-11-05 NVS NOVARTIS AG2.6K shares0.00%2025-09-302025-11-05 ONEQ FIDELITY COMWLTH TR3.8K shares0.00%2025-09-302025-11-05 AGG ISHARES TR3.4K shares82.63%2025-09-302025-11-05 AMD ADVANCED MICRO DEVICES INC2.0K shares0.00%2025-09-302025-11-05 GLD SPDR GOLD TR917 shares0.00%2025-09-302025-11-05 VXUS VANGUARD STAR FDS4.4K shares1.48%2025-09-302025-11-05 SPGM SPDR INDEX SHS FDS4.3K shares0.19%2025-09-302025-11-05 SPHY SPDR SERIES TRUST13.2K shares0.00%2025-09-302025-11-05 VTC VANGUARD SCOTTSDALE FDS4.0K sharesnew addition2025-09-302025-11-05 CRWD CROWDSTRIKE HLDGS INC628 shares-10.41%2025-09-302025-11-05 VNQ VANGUARD INDEX FDS3.4K shares-47.30%2025-09-302025-11-05 SBUX STARBUCKS CORP3.7K shares15.31%2025-09-302025-11-05 DIA SPDR DOW JONES INDL AVERAGE662 shares24.20%2025-09-302025-11-05 SYK STRYKER CORPORATION842 shares-8.48%2025-09-302025-11-05 XLV SELECT SECTOR SPDR TR2.1K shares-9.41%2025-09-302025-11-05 ROK ROCKWELL AUTOMATION INC866 shares-0.35%2025-09-302025-11-05 TRV TRAVELERS COMPANIES INC1.1K shares0.56%2025-09-302025-11-05 EXC EXELON CORP6.5K shares0.00%2025-09-302025-11-05 MGK VANGUARD WORLD FD719 shares690.11%2025-09-302025-11-05 PBF PBF ENERGY INC9.6K shares0.78%2025-09-302025-11-05 ITOT ISHARES TR1.9K shares0.00%2025-09-302025-11-05 LHX L3HARRIS TECHNOLOGIES INC929 shares0.00%2025-09-302025-11-05 AZO AUTOZONE INC65 shares0.00%2025-09-302025-11-05 IWS ISHARES TR2.0K shares0.20%2025-09-302025-11-05 WTAI WISDOMTREE TR9.5K shares0.00%2025-09-302025-11-05 SCZ ISHARES TR3.5K shares0.00%2025-09-302025-11-05 DFAT DIMENSIONAL ETF TRUST4.5K shares0.00%2025-09-302025-11-05 BR BROADRIDGE FINL SOLUTIONS IN1.1K shares0.00%2025-09-302025-11-05 VOT VANGUARD INDEX FDS891 shares0.00%2025-09-302025-11-05 PNC PNC FINL SVCS GROUP INC1.3K shares1.00%2025-09-302025-11-05 TSM TAIWAN SEMICONDUCTOR MFG LTD898 shares10.18%2025-09-302025-11-05 STT STATE STR CORP2.3K 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ADM ARCHER DANIELS MIDLAND CO1.2K shares-1.71%2025-09-302025-11-05 FYC FIRST TR EXCHANGE-TRADED ALP785 shares-24.30%2025-09-302025-11-05 HOLX HOLOGIC INC1.1K shares0.00%2025-09-302025-11-05 IGSB ISHARES TR1.3K shares191.50%2025-09-302025-11-05 SCHK SCHWAB STRATEGIC TR2.2K shares0.00%2025-09-302025-11-05 HDV ISHARES TR573 shares0.00%2025-09-302025-11-05 CF CF INDS HLDGS INC805 shares0.37%2025-09-302025-11-05 PSX PHILLIPS 66514 shares0.00%2025-09-302025-11-05 EPD ENTERPRISE PRODS PARTNERS L2.2K shares22.42%2025-09-302025-11-05 KGC KINROSS GOLD CORP2.7K shares0.00%2025-09-302025-11-05 UBSI UNITED BANKSHARES INC WEST V1.8K shares0.00%2025-09-302025-11-05 WPC WP CAREY INC984 shares-0.71%2025-09-302025-11-05 IWY ISHARES TR244 shares-59.47%2025-09-302025-11-05 PCAR PACCAR INC684 shares0.29%2025-09-302025-11-05 SDOG ALPS ETF TR1.1K shares0.00%2025-09-302025-11-05 SPG SIMON PPTY GROUP INC NEW357 shares40.00%2025-09-302025-11-05 LRCX LAM RESEARCH CORP460 shares0.00%2025-09-302025-11-05 MDT MEDTRONIC PLC687 shares-0.87%2025-09-302025-11-05 VOX VANGUARD WORLD FD348 shares98.86%2025-09-302025-11-05 GLDM WORLD GOLD TR837 shares0.00%2025-09-302025-11-05 ADI ANALOG DEVICES INC266 shares0.00%2025-09-302025-11-05 ADBE ADOBE INC185 shares0.00%2025-09-302025-11-05 RCL ROYAL CARIBBEAN GROUP200 shares0.00%2025-09-302025-11-05 ARES ARES MANAGEMENT CORPORATION407 shares1.75%2025-09-302025-11-05 ITW ILLINOIS TOOL WKS INC241 shares0.00%2025-09-302025-11-05 BIIB BIOGEN INC406 shares0.00%2025-09-302025-11-05 VTWO VANGUARD SCOTTSDALE FDS634 shares0.00%2025-09-302025-11-05 IUSB ISHARES TR1.3K shares12.32%2025-09-302025-11-05 IGIB ISHARES TR1.1K shares525.68%2025-09-302025-11-05 SAP SAP SE229 shares0.88%2025-09-302025-11-05 NAZ NUVEEN ARIZONA QLTY MUN INC5.1K shares0.00%2025-09-302025-11-05 CHRW C H ROBINSON WORLDWIDE INC454 shares0.89%2025-09-302025-11-05 STZ CONSTELLATION BRANDS INC432 shares-48.75%2025-09-302025-11-05 EXPD EXPEDITORS INTL WASH INC493 shares0.00%2025-09-302025-11-05 TTD THE TRADE DESK INC1.2K shares-0.74%2025-09-302025-11-05 BKIE BNY MELLON ETF TRUST653 shares36.61%2025-09-302025-11-05 INTU INTUIT85 shares-3.41%2025-09-302025-11-05 VDE VANGUARD WORLD FD458 shares37.54%2025-09-302025-11-05 MRVL MARVELL TECHNOLOGY INC687 shares2.69%2025-09-302025-11-05 EFX EQUIFAX INC227 shares0.00%2025-09-302025-11-05 VTRS VIATRIS INC5.7K shares0.00%2025-09-302025-11-05 AEM AGNICO EAGLE MINES LTD338 shares0.00%2025-09-302025-11-05 FICO FAIR ISAAC CORP38 shares0.00%2025-09-302025-11-05 RDVY FIRST TR EXCHANGE TRADED FD854 shares-11.87%2025-09-302025-11-05 VLO VALERO ENERGY CORP342 shares-1.44%2025-09-302025-11-05 EG EVEREST GROUP LTD159 shares0.00%2025-09-302025-11-05 OMF ONEMAIN HLDGS INC1.0K shares0.00%2025-09-302025-11-05 VXF VANGUARD INDEX FDS265 sharesnew addition2025-09-302025-11-05 NOBL PROSHARES TR539 shares0.00%2025-09-302025-11-05 WOR WORTHINGTON ENTERPRISES INC1.0K shares0.00%2025-09-302025-11-05 WSFS WSFS FINL CORP1.0K shares0.00%2025-09-302025-11-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available