The Analysis of Keystone Financial Group's Holdings & P&L


Currently, Keystone Financial Group holds 454 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in IEMG (+209.9K shares, valued at $14.1M), DYNF (+198.7K shares, valued at $12.1M), BAI (+348.6K shares, valued at $11.6M); decreased their positions in LLY (-53.3K shares, valued at $57.3M), JQUA (-137.3K shares, valued at $8.7M), HEFA (-174.1K shares, valued at $7.2M); initiated new positions in ITA (+7.3K shares, valued at $1.6M), WBD (+45.3K shares, valued at $1.3M), N/A (+19.7K shares, valued at $1.3M).


1M P&L
+69.9M+5.59%
3M P&L
-21.7M-1.62%
HY P&L
+14.6M+1.12%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A707.2M
57.9%
2Consumer Electronics93.2M
7.6%
3Software - Infrastructure73.9M
6.0%

Top Industries by Stock Count

1N/A226 stocks
53.7%
2Semiconductors9 stocks
2.1%
3Drug Manufacturers - General8 stocks
1.9%
Stock Holdings
AAPL
APPLE INC
-3.54%
Shares341.6K
Event2025-12-31
Filed2026-02-06
SPY
SPDR S&P
-2.08%
Shares117.6K
Event2025-12-31
Filed2026-02-06
PLTR
PALANTIR TECHNOLOGIES
0.02%
Shares248.8K
Event2025-12-31
Filed2026-02-06
SPYM
STATE STREET
3.34%
Shares523.9K
Event2025-12-31
Filed2026-02-06
VFLO
VICTORYSHARES FREE
34.64%
Shares1.0M
Event2025-12-31
Filed2026-02-06
TSLA
TESLA INC
5.00%
Shares90.5K
Event2025-12-31
Filed2026-02-06
VTI
VANGUARD TOTAL
4.37%
Shares119.8K
Event2025-12-31
Filed2026-02-06
NVDA
NVIDIA CORP
-0.57%
Shares215.2K
Event2025-12-31
Filed2026-02-06
SPYG
STATE STREET
3.32%
Shares349.7K
Event2025-12-31
Filed2026-02-06
DYNF
ISHARES U S
56.49%
Shares550.4K
Event2025-12-31
Filed2026-02-06
MSFT
MICROSOFT CORP
-2.22%
Shares48.4K
Event2025-12-31
Filed2026-02-06
BERKSHIRE HATHAWAY
BERKSHIRE HATHAWAY
14.68%
Shares45.6K
Event2025-12-31
Filed2026-02-06
VANGUARD S&P
VANGUARD S&P
4.72%
Shares36.0K
Event2025-12-31
Filed2026-02-06
AMZN
AMAZON COM
2.29%
Shares96.1K
Event2025-12-31
Filed2026-02-06
META
META PLATFORMS
4.16%
Shares32.9K
Event2025-12-31
Filed2026-02-06
JPM
JPMORGAN CHASE
8.59%
Shares59.0K
Event2025-12-31
Filed2026-02-06
AMD
ADVANCED MICRO
8.50%
Shares82.8K
Event2025-12-31
Filed2026-02-06
SEAGATE TECHNOLOGY
SEAGATE TECHNOLOGY
8.00%
Shares62.8K
Event2025-12-31
Filed2026-02-06
XLG
INVESCO S&P
71.49%
Shares287.1K
Event2025-12-31
Filed2026-02-06
IEMG
ISHARES INC
592.70%
Shares245.3K
Event2025-12-31
Filed2026-02-06
INVESCO QQQ
INVESCO QQQ
3.08%
Shares21.2K
Event2025-12-31
Filed2026-02-06
BUFR
FIRST TRUST
212.46%
Shares379.1K
Event2025-12-31
Filed2026-02-06
BRK.A
BERKSHIRE HATHAWAY
0.00%
Shares17
Event2025-12-31
Filed2026-02-06
ALPHABET INC
ALPHABET INC
2.77%
Shares39.2K
Event2025-12-31
Filed2026-02-06
BND
VANGUARD TOTAL
19.53%
Shares164.6K
Event2025-12-31
Filed2026-02-06
BAI
ISHARES A I
3276.79%
Shares359.2K
Event2025-12-31
Filed2026-02-06
JQUA
JPMORGAN US
-42.33%
Shares187.0K
Event2025-12-31
Filed2026-02-06
VTV
VANGUARD VALUE
0.39%
Shares60.5K
Event2025-12-31
Filed2026-02-06
VUG
VANGUARD GROWTH
19.93%
Shares21.0K
Event2025-12-31
Filed2026-02-06
JNJ
JOHNSON & JOHNSON
2.91%
Shares48.0K
Event2025-12-31
Filed2026-02-06
TCAF
T ROWE
5.09%
Shares252.6K
Event2025-12-31
Filed2026-02-06
MTUM
ISHARES MSCI
51.28%
Shares37.8K
Event2025-12-31
Filed2026-02-06
ALPHABET INC
ALPHABET INC
4.17%
Shares29.4K
Event2025-12-31
Filed2026-02-06
IVV
ISHARES TR
1.68%
Shares12.4K
Event2025-12-31
Filed2026-02-06
THRO
ISHARES U S
8.97%
Shares218.1K
Event2025-12-31
Filed2026-02-06
ISHARES GOLD
ISHARES GOLD
62.73%
Shares101.6K
Event2025-12-31
Filed2026-02-06
VOOG
VANGUARD S&P
11.74%
Shares16.6K
Event2025-12-31
Filed2026-02-06
VIG
VANGUARD DIVIDEND
6.68%
Shares32.8K
Event2025-12-31
Filed2026-02-06
BIDD
ISHARES INTL
0.65%
Shares246.9K
Event2025-12-31
Filed2026-02-06
XOM
EXXON MOBIL
4.93%
Shares52.6K
Event2025-12-31
Filed2026-02-06
MCD
MCDONALDS CORP
2.29%
Shares20.6K
Event2025-12-31
Filed2026-02-06
TOTL
STATE STREET
-16.96%
Shares155.4K
Event2025-12-31
Filed2026-02-06
LOW
LOWES COS INC
3.04%
Shares25.7K
Event2025-12-31
Filed2026-02-06
SPTL
STATE STREET
-8.40%
Shares231.3K
Event2025-12-31
Filed2026-02-06
VOOV
VANGUARD S&P
26.80%
Shares29.6K
Event2025-12-31
Filed2026-02-06
T
AT&T INC
5.95%
Shares239.9K
Event2025-12-31
Filed2026-02-06
BA
BOEING CO
5.97%
Shares26.9K
Event2025-12-31
Filed2026-02-06
XLF
STATE STREET
52.83%
Shares104.1K
Event2025-12-31
Filed2026-02-06
MLN
VANECK LONG
5.86%
Shares312.6K
Event2025-12-31
Filed2026-02-06
QUAL
ISHARES TR
37.20%
Shares27.4K
Event2025-12-31
Filed2026-02-06
CFO
VICTORYSHARES US
-10.22%
Shares73.5K
Event2025-12-31
Filed2026-02-06
ITOT
ISHARES TR
3.75%
Shares36.5K
Event2025-12-31
Filed2026-02-06
IVE
ISHARES TR
440.80%
Shares25.4K
Event2025-12-31
Filed2026-02-06
VB
VANGUARD SMALL
4.20%
Shares20.9K
Event2025-12-31
Filed2026-02-06
VO
VANGUARD MID
0.44%
Shares18.1K
Event2025-12-31
Filed2026-02-06
PG
PROCTER & GAMBLE
0.09%
Shares36.5K
Event2025-12-31
Filed2026-02-06
SHLD
GLOBAL X
1419.07%
Shares80.3K
Event2025-12-31
Filed2026-02-06
XMPT
VANECK CEF
0.95%
Shares220.4K
Event2025-12-31
Filed2026-02-06
ABT
ABBOTT LABS
2.33%
Shares37.9K
Event2025-12-31
Filed2026-02-06
HYMB
STATE STREET
640.95%
Shares185.5K
Event2025-12-31
Filed2026-02-06
ABBV
ABBVIE INC
3.40%
Shares18.9K
Event2025-12-31
Filed2026-02-06
WMT
WALMART INC
25.72%
Shares37.2K
Event2025-12-31
Filed2026-02-06
DIS
WALT DISNEY
7.86%
Shares34.8K
Event2025-12-31
Filed2026-02-06
CVX
CHEVRON CORP
19.18%
Shares25.9K
Event2025-12-31
Filed2026-02-06
MDY
SPDR S&P
0.67%
Shares6.5K
Event2025-12-31
Filed2026-02-06
GBTC
GRAYSCALE BITCOIN
3.65%
Shares56.3K
Event2025-12-31
Filed2026-02-06
LLY
ELI LILLY
-93.72%
Shares3.6K
Event2025-12-31
Filed2026-02-06
INVESCO S&P
INVESCO S&P
8.56%
Shares19.7K
Event2025-12-31
Filed2026-02-06
IAGG
ISHARES CORE
-0.76%
Shares74.0K
Event2025-12-31
Filed2026-02-06
USMV
ISHARES TR
-2.39%
Shares38.8K
Event2025-12-31
Filed2026-02-06
VONE
VANGUARD RUSSELL
31.14%
Shares11.8K
Event2025-12-31
Filed2026-02-06
SPMB
STATE STREET
12.82%
Shares160.4K
Event2025-12-31
Filed2026-02-06
HD
HOME DEPOT
-2.78%
Shares9.8K
Event2025-12-31
Filed2026-02-06
DGRO
ISHARES CORE
-4.31%
Shares48.5K
Event2025-12-31
Filed2026-02-06
IVOO
VANGUARD S&P
-1.27%
Shares28.6K
Event2025-12-31
Filed2026-02-06
WFC-PL
WELLS FARGO
-5.06%
Shares2.6K
Event2025-12-31
Filed2026-02-06
SPYV
STATE STREET
-0.36%
Shares54.5K
Event2025-12-31
Filed2026-02-06
VIOO
VANGUARD S&P
1.20%
Shares26.9K
Event2025-12-31
Filed2026-02-06
DIA
SPDR DOW
11.25%
Shares6.2K
Event2025-12-31
Filed2026-02-06
XLK
STATE STREET
199.46%
Shares20.6K
Event2025-12-31
Filed2026-02-06
CMG
CHIPOTLE MEXICAN
2.45%
Shares78.4K
Event2025-12-31
Filed2026-02-06
LNC
LINCOLN NATL CORP IN
642.18%
Shares64.5K
Event2025-12-31
Filed2026-02-06
IJR
ISHARES CORE
1.17%
Shares23.6K
Event2025-12-31
Filed2026-02-06
PM
PHILIP MORRIS
5.05%
Shares17.5K
Event2025-12-31
Filed2026-02-06
NFLX
NETFLIX INC
849.31%
Shares29.7K
Event2025-12-31
Filed2026-02-06
RDVY
FIRST TRUST
10.25%
Shares40.0K
Event2025-12-31
Filed2026-02-06
BROADCOM INC
BROADCOM INC
6.30%
Shares8.0K
Event2025-12-31
Filed2026-02-06
BINC
ISHARES FLEXIBLE
15.62%
Shares52.0K
Event2025-12-31
Filed2026-02-06
NKE
NIKE INC
-9.26%
Shares42.6K
Event2025-12-31
Filed2026-02-06
PEP
PEPSICO INC
17.07%
Shares18.7K
Event2025-12-31
Filed2026-02-06
V
VISA INC
1.88%
Shares7.4K
Event2025-12-31
Filed2026-02-06
CGUS
CAPITAL GROUP
16.26%
Shares61.4K
Event2025-12-31
Filed2026-02-06
MERCK & COMPANY
MERCK & COMPANY
-16.04%
Shares22.8K
Event2025-12-31
Filed2026-02-06
IXN
ISHARES TR
1.19%
Shares22.8K
Event2025-12-31
Filed2026-02-06
KO
COCA COLA CO
0.15%
Shares34.1K
Event2025-12-31
Filed2026-02-06
CRWD
CROWDSTRIKE HOLDINGS
37.91%
Shares5.0K
Event2025-12-31
Filed2026-02-06
VYM
VANGUARD HIGH
0.20%
Shares16.0K
Event2025-12-31
Filed2026-02-06
IEFA
ISHARES CORE
12.22%
Shares25.6K
Event2025-12-31
Filed2026-02-06
CGGR
CAPITAL GROUP
104.18%
Shares51.4K
Event2025-12-31
Filed2026-02-06
SLV
ISHARES SILVER
140.53%
Shares34.8K
Event2025-12-31
Filed2026-02-06
XLE
STATE STREET
107.83%
Shares49.3K
Event2025-12-31
Filed2026-02-06
IONQ
IONQ INC
59.85%
Shares47.1K
Event2025-12-31
Filed2026-02-06
CDC
VICTORYSHARES U S
-6.35%
Shares31.8K
Event2025-12-31
Filed2026-02-06
XLU
STATE STREET
112.38%
Shares47.7K
Event2025-12-31
Filed2026-02-06
GLD
SPDR GOLD
50.43%
Shares5.1K
Event2025-12-31
Filed2026-02-06
GE AEROSPACE
GE AEROSPACE
0.47%
Shares6.4K
Event2025-12-31
Filed2026-02-06
FMB
FIRST TRUST
-15.78%
Shares38.0K
Event2025-12-31
Filed2026-02-06
CGDV
CAPITAL GROUP
82.34%
Shares44.4K
Event2025-12-31
Filed2026-02-06
CFA
VICTORYSHARES US
-7.26%
Shares21.0K
Event2025-12-31
Filed2026-02-06
LAM RESEARCH
LAM RESEARCH
80.76%
Shares11.1K
Event2025-12-31
Filed2026-02-06
VCRB
VANGUARD CORE
251.31%
Shares23.9K
Event2025-12-31
Filed2026-02-06
PANW
PALO ALTO
14.89%
Shares9.6K
Event2025-12-31
Filed2026-02-06
CSCO
CISCO SYS INC
1.03%
Shares22.8K
Event2025-12-31
Filed2026-02-06
TSM
TAIWAN SEMICONDUCTOR
54.84%
Shares5.7K
Event2025-12-31
Filed2026-02-06
VGT
VANGUARD WORLD FD
13.24%
Shares2.3K
Event2025-12-31
Filed2026-02-06
ALB-PA
ALBEMARLE CORP
1.05%
Shares28.8K
Event2025-12-31
Filed2026-02-06
MGK
VANGUARD MEGA
9.57%
Shares4.1K
Event2025-12-31
Filed2026-02-06
IBM
IBM CORP
10.41%
Shares5.7K
Event2025-12-31
Filed2026-02-06
PFE
PFIZER INC
-28.67%
Shares67.9K
Event2025-12-31
Filed2026-02-06
NSC
NORFOLK SOUTHERN
0.09%
Shares5.8K
Event2025-12-31
Filed2026-02-06
SOXX
ISHARES SEMICONDUCTOR
14.49%
Shares5.4K
Event2025-12-31
Filed2026-02-06
FYX
FIRST TRUST
7.32%
Shares14.4K
Event2025-12-31
Filed2026-02-06
HIMU
ISHARES HIGH
22.58%
Shares33.5K
Event2025-12-31
Filed2026-02-06
SCHG
SCHWAB US
-8.24%
Shares49.9K
Event2025-12-31
Filed2026-02-06
BARRICK MINING
BARRICK MINING
-34.98%
Shares37.2K
Event2025-12-31
Filed2026-02-06
JPST
JPMORGAN
269.44%
Shares31.6K
Event2025-12-31
Filed2026-02-06
FLXR
TCW FLEXIBLE
136.90%
Shares40.3K
Event2025-12-31
Filed2026-02-06
ITA
ISHARES TR
New
Shares7.3K
Event2025-12-31
Filed2026-02-06
LMT
LOCKHEED MARTIN
12.86%
Shares3.2K
Event2025-12-31
Filed2026-02-06
IUSG
ISHARES S&P
-9.25%
Shares9.0K
Event2025-12-31
Filed2026-02-06
IJH
ISHARES CORE
3.18%
Shares22.8K
Event2025-12-31
Filed2026-02-06
IQLT
ISHARES TR
0.89%
Shares32.4K
Event2025-12-31
Filed2026-02-06
BAC
BANK AMERICA
-6.61%
Shares26.5K
Event2025-12-31
Filed2026-02-06
CAT
CATERPILLAR INC
199.65%
Shares2.5K
Event2025-12-31
Filed2026-02-06
ABNB
AIRBNB INC
14.09%
Shares10.7K
Event2025-12-31
Filed2026-02-06
EPD
ENTERPRISE PRODUCTS
18.49%
Shares44.6K
Event2025-12-31
Filed2026-02-06
MPC
MARATHON PETROLEUM
0.47%
Shares8.8K
Event2025-12-31
Filed2026-02-06
VEU
VANGUARD FTSE
-1.98%
Shares19.3K
Event2025-12-31
Filed2026-02-06
FVD
FIRST TRUST
14.74%
Shares30.3K
Event2025-12-31
Filed2026-02-06
MMM
3M CO
1.49%
Shares8.4K
Event2025-12-31
Filed2026-02-06
XLI
STATE STREET
56.76%
Shares8.7K
Event2025-12-31
Filed2026-02-06
NEE
NEXTERA ENERGY
9.10%
Shares16.7K
Event2025-12-31
Filed2026-02-06
DUKE ENERGY
DUKE ENERGY
3.97%
Shares11.2K
Event2025-12-31
Filed2026-02-06
ORCL
ORACLE CORP
4.07%
Shares6.7K
Event2025-12-31
Filed2026-02-06
WBD
WARNER BROS
New
Shares45.3K
Event2025-12-31
Filed2026-02-06
UNILEVER PLC
UNILEVER PLC
New
Shares19.7K
Event2025-12-31
Filed2026-02-06
COST
COSTCO WHOLESALE
11.58%
Shares1.5K
Event2025-12-31
Filed2026-02-06
VSDA
VICTORYSHARES DIVIDEND
9.23%
Shares23.4K
Event2025-12-31
Filed2026-02-06
VEA
VANGUARD FTSE
1.56%
Shares19.5K
Event2025-12-31
Filed2026-02-06
IP
INTL PAPER
-3.14%
Shares30.8K
Event2025-12-31
Filed2026-02-06
NIE
VIRTUS EQUITY
-4.61%
Shares48.6K
Event2025-12-31
Filed2026-02-06
SPDW
SPDR DEVELOPED
8.28%
Shares27.3K
Event2025-12-31
Filed2026-02-06
VFMV
VANGUARD US
-1.49%
Shares9.0K
Event2025-12-31
Filed2026-02-06
AEP
AMERICAN ELECTRIC
4.64%
Shares10.2K
Event2025-12-31
Filed2026-02-06
ET
ENERGY TRANSFER
-17.60%
Shares70.5K
Event2025-12-31
Filed2026-02-06
VFVA
VANGUARD US
10.38%
Shares8.7K
Event2025-12-31
Filed2026-02-06
SO
SOUTHERN COMPANY
3.94%
Shares13.1K
Event2025-12-31
Filed2026-02-06
TJX
TJX COS
0.33%
Shares7.4K
Event2025-12-31
Filed2026-02-06
QCOM
QUALCOMM INC
-5.76%
Shares6.5K
Event2025-12-31
Filed2026-02-06
ENB
ENBRIDGE INC
4.13%
Shares23.3K
Event2025-12-31
Filed2026-02-06
VZ
VERIZON COMMUNICATIONS
-4.66%
Shares27.1K
Event2025-12-31
Filed2026-02-06
CGBL
CAPITAL GROUP
243.94%
Shares31.2K
Event2025-12-31
Filed2026-02-06
MOAT
VANECK MORNINGSTAR
1.18%
Shares10.6K
Event2025-12-31
Filed2026-02-06
FTCS
FIRST TRUST
-6.17%
Shares11.8K
Event2025-12-31
Filed2026-02-06
MU
MICRON TECHNOLOGY INC
New
Shares3.8K
Event2025-12-31
Filed2026-02-06
D
DOMINION ENERGY
7.09%
Shares18.3K
Event2025-12-31
Filed2026-02-06
TEVA
TEVA PHARMACEUTICAL
-12.84%
Shares34.3K
Event2025-12-31
Filed2026-02-06
QQQM
INVESCO NASDAQ
38.29%
Shares4.2K
Event2025-12-31
Filed2026-02-06
DRAFTKINGS INC
DRAFTKINGS INC
-2.37%
Shares30.9K
Event2025-12-31
Filed2026-02-06
XLV
STATE STREET
-2.89%
Shares6.8K
Event2025-12-31
Filed2026-02-06
FDX
FEDEX CORP
-2.85%
Shares3.6K
Event2025-12-31
Filed2026-02-06
IBIT
ISHARES BITCOIN
17.12%
Shares20.8K
Event2025-12-31
Filed2026-02-06
VXUS
VANGUARD TOTAL
42.53%
Shares13.6K
Event2025-12-31
Filed2026-02-06
BILS
STATE STREET
9.56%
Shares10.2K
Event2025-12-31
Filed2026-02-06
APAM
ARTISAN PARTNERS
0.00%
Shares24.8K
Event2025-12-31
Filed2026-02-06
VV
VANGUARD LARGE
0.03%
Shares3.2K
Event2025-12-31
Filed2026-02-06
TER
TERADYNE INC
New
Shares5.1K
Event2025-12-31
Filed2026-02-06
BTI
BRITISH AMERN
-0.52%
Shares17.6K
Event2025-12-31
Filed2026-02-06
WDC
WESTERN DIGITAL
New
Shares5.8K
Event2025-12-31
Filed2026-02-06
UPS
UNITED PARCEL
-6.71%
Shares9.9K
Event2025-12-31
Filed2026-02-06
OLLI
OLLIES BARGAIN
-2.01%
Shares8.9K
Event2025-12-31
Filed2026-02-06
QYLD
GLOBAL X
19.48%
Shares54.6K
Event2025-12-31
Filed2026-02-06
RH
RH
-31.00%
Shares5.4K
Event2025-12-31
Filed2026-02-06
MDYV
STATE STREET
1.10%
Shares11.3K
Event2025-12-31
Filed2026-02-06
SLYV
STATE STREET
3.43%
Shares10.2K
Event2025-12-31
Filed2026-02-06
VONG
VANGUARD RUSSELL
1.17%
Shares7.6K
Event2025-12-31
Filed2026-02-06
MGV
VANGUARD MEGA
19.87%
Shares6.2K
Event2025-12-31
Filed2026-02-06
ITW
ILLINOIS TOOL
-1.09%
Shares3.5K
Event2025-12-31
Filed2026-02-06
DE
DEERE & CO
2.12%
Shares1.8K
Event2025-12-31
Filed2026-02-06
GRID
FIRST TRUST
58.81%
Shares5.5K
Event2025-12-31
Filed2026-02-06
AIQ
GLOBAL X
22.65%
Shares16.4K
Event2025-12-31
Filed2026-02-06
DNP
DNP SELECT
-0.79%
Shares82.8K
Event2025-12-31
Filed2026-02-06
BK
BANK NEW YORK
1.52%
Shares7.1K
Event2025-12-31
Filed2026-02-06
FV
FIRST TRUST
-7.14%
Shares12.9K
Event2025-12-31
Filed2026-02-06
JAAA
JANUS HENDERSON
79.89%
Shares15.8K
Event2025-12-31
Filed2026-02-06
BOTZ
GLOBAL X
13.78%
Shares22.0K
Event2025-12-31
Filed2026-02-06
SDVY
FIRST TRUST
-68.77%
Shares20.5K
Event2025-12-31
Filed2026-02-06
VTHR
VANGUARD RUSSELL
0.00%
Shares2.6K
Event2025-12-31
Filed2026-02-06
QQQI
NEOS NASDAQ
264.50%
Shares14.6K
Event2025-12-31
Filed2026-02-06
AXP
AMERICAN EXPRESS
1.73%
Shares2.1K
Event2025-12-31
Filed2026-02-06
XLP
STATE STREET
-1.56%
Shares10.1K
Event2025-12-31
Filed2026-02-06
CSX
CSX CORP
0.98%
Shares21.4K
Event2025-12-31
Filed2026-02-06
FDL
FIRST TRUST
20.13%
Shares16.9K
Event2025-12-31
Filed2026-02-06
SIZE
ISHARES MSCI
0.00%
Shares4.6K
Event2025-12-31
Filed2026-02-06
USB
U S BANCORP DE
-2.22%
Shares13.8K
Event2025-12-31
Filed2026-02-06
KMB
KIMBERLY CLARK
128.32%
Shares7.3K
Event2025-12-31
Filed2026-02-06
DEO
DIAGEO PLC
6.79%
Shares8.5K
Event2025-12-31
Filed2026-02-06
AB
ALLIANCE BERNSTEIN
-1.15%
Shares18.9K
Event2025-12-31
Filed2026-02-06
TMFC
MOTLEY FOOL
-5.41%
Shares10.1K
Event2025-12-31
Filed2026-02-06
FTV
FORTIVE CORP
98.85%
Shares13.0K
Event2025-12-31
Filed2026-02-06
VWO
VANGUARD FSTE
8.40%
Shares13.1K
Event2025-12-31
Filed2026-02-06
SDY
STATE STREET
New
Shares5.0K
Event2025-12-31
Filed2026-02-06
EMLP
FIRST TRUST
0.14%
Shares18.4K
Event2025-12-31
Filed2026-02-06
NEAR
ISHARES SHORT
New
Shares13.6K
Event2025-12-31
Filed2026-02-06
BDX
BECTON DICKINSON
0.00%
Shares3.5K
Event2025-12-31
Filed2026-02-06
RTX
RTX CORP
32.49%
Shares3.7K
Event2025-12-31
Filed2026-02-06
FNDF
SCHWAB FUNDAMENTAL
13.91%
Shares15.0K
Event2025-12-31
Filed2026-02-06
KR
KROGER CO
2.05%
Shares10.8K
Event2025-12-31
Filed2026-02-06
ELV
ELEVANCE HEALTH
16.75%
Shares1.9K
Event2025-12-31
Filed2026-02-06
KLAC
KLA CORP
-5.62%
Shares554
Event2025-12-31
Filed2026-02-06
MA
MASTERCARD INC
-5.08%
Shares1.2K
Event2025-12-31
Filed2026-02-06
CGMU
CAPITAL GROUP
33.63%
Shares24.3K
Event2025-12-31
Filed2026-02-06
MO
ALTRIA GROUP
-6.95%
Shares11.5K
Event2025-12-31
Filed2026-02-06
TFLO
ISHARES TREASURY
-21.37%
Shares13.1K
Event2025-12-31
Filed2026-02-06
RGTI
RIGETTI COMPUTING
-8.58%
Shares29.8K
Event2025-12-31
Filed2026-02-06
SPSM
STATE STREET
93.22%
Shares14.0K
Event2025-12-31
Filed2026-02-06
WFC
WELLS FARGO
6.87%
Shares7.0K
Event2025-12-31
Filed2026-02-06
ESGV
VANGUARD ESG
25.11%
Shares5.3K
Event2025-12-31
Filed2026-02-06
QLTA
ISHARES AAA
-0.42%
Shares13.4K
Event2025-12-31
Filed2026-02-06
TOST
TOAST INC
New
Shares17.7K
Event2025-12-31
Filed2026-02-06
COWZ
PACER US
26.41%
Shares10.3K
Event2025-12-31
Filed2026-02-06
TRV
TRAVELERS COS
0.66%
Shares2.1K
Event2025-12-31
Filed2026-02-06
PZA
INVESCO NATIONAL
New
Shares26.4K
Event2025-12-31
Filed2026-02-06
WM
WASTE MANAGEMENT
1.72%
Shares2.8K
Event2025-12-31
Filed2026-02-06
RLY
STATE STREET
-1.34%
Shares18.8K
Event2025-12-31
Filed2026-02-06
WELL
WELLTOWER INC
8.76%
Shares3.2K
Event2025-12-31
Filed2026-02-06
VCIT
VANGUARD INTERMEDIATE
21.70%
Shares6.9K
Event2025-12-31
Filed2026-02-06
CTBI
COMMUNITY TRUST
0.40%
Shares10.2K
Event2025-12-31
Filed2026-02-06
BLACKSTONE INC
BLACKSTONE INC
-3.13%
Shares3.6K
Event2025-12-31
Filed2026-02-06
SECT
MAIN SECTOR
New
Shares8.6K
Event2025-12-31
Filed2026-02-06
SLB
SLB LTD
127.90%
Shares14.4K
Event2025-12-31
Filed2026-02-06
SPTS
STATE STREET
24.46%
Shares18.8K
Event2025-12-31
Filed2026-02-06
GS
GOLDMAN SACHS
23.21%
Shares621
Event2025-12-31
Filed2026-02-06
FBND
FIDELITY TOTAL
18.46%
Shares11.8K
Event2025-12-31
Filed2026-02-06
UNH
UNITEDHEALTH GROUP
-0.60%
Shares1.6K
Event2025-12-31
Filed2026-02-06
UITB
VICTORYSHARES CORE
18.75%
Shares11.4K
Event2025-12-31
Filed2026-02-06
GILD
GILEAD SCIENCES
27.31%
Shares4.4K
Event2025-12-31
Filed2026-02-06
XSOE
WISDOMTREE EMERGING
7.74%
Shares13.7K
Event2025-12-31
Filed2026-02-06
TPB
TURNING POINT
-4.74%
Shares4.9K
Event2025-12-31
Filed2026-02-06
VST
VISTRA CORP
14.75%
Shares3.3K
Event2025-12-31
Filed2026-02-06
EFAV
ISHARES MSCI
3.19%
Shares6.2K
Event2025-12-31
Filed2026-02-06
ARROWHEAD PHARMACEUTICAL
ARROWHEAD PHARMACEUTICAL
New
Shares8.0K
Event2025-12-31
Filed2026-02-06
SGI
SOMNIGROUP INTERNATIONAL
-7.49%
Shares5.9K
Event2025-12-31
Filed2026-02-06
XNTK
STATE STREET
-3.30%
Shares1.9K
Event2025-12-31
Filed2026-02-06
O
REALTY INCOME
-5.59%
Shares9.4K
Event2025-12-31
Filed2026-02-06
AMGN
AMGEN INC
10.34%
Shares1.6K
Event2025-12-31
Filed2026-02-06
QEFA
SPDR INDEX
86.79%
Shares5.8K
Event2025-12-31
Filed2026-02-06
TMO
THERMO FISHER
0.22%
Shares895
Event2025-12-31
Filed2026-02-06
TLT
ISHARES 20
-21.80%
Shares5.9K
Event2025-12-31
Filed2026-02-06
SPMD
STATE STREET
124.75%
Shares8.8K
Event2025-12-31
Filed2026-02-06
COIN
COINBASE GLOBAL
-5.36%
Shares2.3K
Event2025-12-31
Filed2026-02-06
ZAP
GLOBAL X
New
Shares17.3K
Event2025-12-31
Filed2026-02-06
PFF
ISHARES PFD
-32.74%
Shares16.0K
Event2025-12-31
Filed2026-02-06
SDOG
ALPS SECTOR
31.58%
Shares8.2K
Event2025-12-31
Filed2026-02-06
LINDE PLC
LINDE PLC
0.96%
Shares1.2K
Event2025-12-31
Filed2026-02-06
INTC
INTEL CORP
-0.22%
Shares13.1K
Event2025-12-31
Filed2026-02-06
GRAYSCALE BITCOIN
GRAYSCALE BITCOIN
14.04%
Shares12.4K
Event2025-12-31
Filed2026-02-06
TGRT
T ROWE
41.94%
Shares10.7K
Event2025-12-31
Filed2026-02-06
SPTM
STATE STREET
-0.74%
Shares5.7K
Event2025-12-31
Filed2026-02-06
IVW
ISHARES TR
7.47%
Shares3.8K
Event2025-12-31
Filed2026-02-06
NOBL
PROSHARES S&P
2.29%
Shares4.5K
Event2025-12-31
Filed2026-02-06
ECL
ECOLAB INC
-5.50%
Shares1.7K
Event2025-12-31
Filed2026-02-06
PRME
PRIME MEDICINE
New
Shares129.7K
Event2025-12-31
Filed2026-02-06
RAL
RALLIANT CORP
New
Shares8.8K
Event2025-12-31
Filed2026-02-06
GSK PLC
GSK PLC
0.12%
Shares9.1K
Event2025-12-31
Filed2026-02-06
CIBR
FIRST TRUST
0.15%
Shares6.2K
Event2025-12-31
Filed2026-02-06
BF.B
BROWN FORMAN CORP CL B
19.04%
Shares16.8K
Event2025-12-31
Filed2026-02-06
IDV
ISHARES INTL
-0.15%
Shares11.0K
Event2025-12-31
Filed2026-02-06
PAVE
GLOBAL X
19.02%
Shares9.1K
Event2025-12-31
Filed2026-02-06
GLW
CORNING INC
3.68%
Shares5.0K
Event2025-12-31
Filed2026-02-06
VLU
STATE STREET
16.48%
Shares2.0K
Event2025-12-31
Filed2026-02-06
VXF
VANGUARD EXTENDED
24.52%
Shares2.1K
Event2025-12-31
Filed2026-02-06
ETB
EATON VANCE
New
Shares28.1K
Event2025-12-31
Filed2026-02-06
CEG
CONSTELLATION ENERGY
-6.54%
Shares1.2K
Event2025-12-31
Filed2026-02-06
TFC
TRUIST FINANCIAL
-2.33%
Shares8.5K
Event2025-12-31
Filed2026-02-06
MINT
PIMCO EHNANCED
-6.55%
Shares4.1K
Event2025-12-31
Filed2026-02-06
VTEB
VANGUARD MUNICIPAL
-8.72%
Shares8.2K
Event2025-12-31
Filed2026-02-06
FIS
FIDELITY NATIONAL
-1.08%
Shares6.2K
Event2025-12-31
Filed2026-02-06
FVC
FIRST TRUST
-0.89%
Shares11.3K
Event2025-12-31
Filed2026-02-06
MGC
VANGUARD MEGA
0.43%
Shares1.6K
Event2025-12-31
Filed2026-02-06
FDN
FIRST TRUST
-4.23%
Shares1.5K
Event2025-12-31
Filed2026-02-06
OUNZ
VANECK MERK
5.37%
Shares9.8K
Event2025-12-31
Filed2026-02-06
ALL
ALLSTATE CORP
-2.54%
Shares1.9K
Event2025-12-31
Filed2026-02-06
IBB
ISHARES BIOTECHNOLOGY
-9.48%
Shares2.4K
Event2025-12-31
Filed2026-02-06
BMY
BRISTOL MYERS
8.29%
Shares7.4K
Event2025-12-31
Filed2026-02-06
XLY
STATE STREET
109.54%
Shares3.3K
Event2025-12-31
Filed2026-02-06
GOVT
ISHARES U S
-25.44%
Shares17.1K
Event2025-12-31
Filed2026-02-06
SCHF
SCHWAB INTL
0.72%
Shares16.3K
Event2025-12-31
Filed2026-02-06
AMAT
APPLIED MATERIALS
33.36%
Shares1.5K
Event2025-12-31
Filed2026-02-06
ASML
ASML HOLDING
33.09%
Shares358
Event2025-12-31
Filed2026-02-06
VPLS
VANGUARD CORE
37.94%
Shares4.9K
Event2025-12-31
Filed2026-02-06
TROW
T ROWE
2.21%
Shares3.7K
Event2025-12-31
Filed2026-02-06
AVUV
AVANTIS U S
-0.24%
Shares3.7K
Event2025-12-31
Filed2026-02-06
CGXU
CAPITAL GROUP
New
Shares12.7K
Event2025-12-31
Filed2026-02-06
CORP
PIMCO INVESTMENT
37.31%
Shares3.8K
Event2025-12-31
Filed2026-02-06
STANLEY BLACK
STANLEY BLACK
9.32%
Shares5.0K
Event2025-12-31
Filed2026-02-06
CENCORA INC
CENCORA INC
0.00%
Shares1.1K
Event2025-12-31
Filed2026-02-06
GEV
GE VERNOVA
-57.52%
Shares565
Event2025-12-31
Filed2026-02-06
MEDTRONIC PLC
MEDTRONIC PLC
-8.55%
Shares3.8K
Event2025-12-31
Filed2026-02-06
SHOP
SHOPIFY INC
28.56%
Shares2.3K
Event2025-12-31
Filed2026-02-06
AMP
AMERIPRISE FINL INC
0.00%
Shares736
Event2025-12-31
Filed2026-02-06
ALERIAN MLP
ALERIAN MLP
9.37%
Shares7.7K
Event2025-12-31
Filed2026-02-06
EBS
EMERGENT BIOSOLUTIONS
-4.08%
Shares29.1K
Event2025-12-31
Filed2026-02-06
ADBE
ADOBE INC
6.56%
Shares1.0K
Event2025-12-31
Filed2026-02-06
CGCB
CAPITAL GROUP
New
Shares13.3K
Event2025-12-31
Filed2026-02-06
INVESCO S&P
INVESCO S&P
5.01%
Shares4.9K
Event2025-12-31
Filed2026-02-06
EVRG
EVERGY INC
50.12%
Shares4.8K
Event2025-12-31
Filed2026-02-06
ROCKET LAB
ROCKET LAB
New
Shares5.0K
Event2025-12-31
Filed2026-02-06
HYGW
ISHARES HIGH
New
Shares11.6K
Event2025-12-31
Filed2026-02-06
SCHD
SCHWAB US
35.13%
Shares12.6K
Event2025-12-31
Filed2026-02-06
FIXD
FIRST TRUST
22.45%
Shares7.8K
Event2025-12-31
Filed2026-02-06
EMR
EMERSON ELECTRIC
6.61%
Shares2.6K
Event2025-12-31
Filed2026-02-06
YUM
YUM BRANDS INC
18.99%
Shares2.3K
Event2025-12-31
Filed2026-02-06
QEMM
SPDR INDEX
New
Shares5.2K
Event2025-12-31
Filed2026-02-06
IUSB
ISHARES CORE
17.93%
Shares7.3K
Event2025-12-31
Filed2026-02-06
MP
MP MATERIALS
New
Shares6.8K
Event2025-12-31
Filed2026-02-06
ACWV
ISHARES MSCI
-15.39%
Shares2.8K
Event2025-12-31
Filed2026-02-06
SPBO
STATE STREET
New
Shares11.5K
Event2025-12-31
Filed2026-02-06
LOGI
LOGITECH INTL
0.00%
Shares3.3K
Event2025-12-31
Filed2026-02-06
ATI
ATI INC
0.88%
Shares2.9K
Event2025-12-31
Filed2026-02-06
VBR
VANGUARD SMALL
9.21%
Shares1.6K
Event2025-12-31
Filed2026-02-06
TXN
TEXAS INSTRS INC
38.33%
Shares1.9K
Event2025-12-31
Filed2026-02-06
CIL
VICTORYSHARES INTL
-0.64%
Shares6.1K
Event2025-12-31
Filed2026-02-06
SPYI
NEOS S&P
New
Shares6.2K
Event2025-12-31
Filed2026-02-06
XES
STATE STREET
0.00%
Shares4.0K
Event2025-12-31
Filed2026-02-06
HEI
HEICO CORP NEW
New
Shares1.0K
Event2025-12-31
Filed2026-02-06
IFF
INTL FLAVOR & FRAGRANCE
New
Shares4.8K
Event2025-12-31
Filed2026-02-06
RCS
PIMCO STRATEGIC
7.44%
Shares57.9K
Event2025-12-31
Filed2026-02-06
KRE
SPDR S&P
20.00%
Shares5.0K
Event2025-12-31
Filed2026-02-06
ALB
ALBEMARLE CORP
New
Shares2.3K
Event2025-12-31
Filed2026-02-06
BLACKROCK FDG
BLACKROCK FDG
48.28%
Shares301
Event2025-12-31
Filed2026-02-06
IWF
ISHARES RUSSELL
0.00%
Shares677
Event2025-12-31
Filed2026-02-06
VHT
VANGUARD HEALTH
0.09%
Shares1.1K
Event2025-12-31
Filed2026-02-06
PNC
PNC FINANCIAL
4.80%
Shares1.5K
Event2025-12-31
Filed2026-02-06
VIGI
VANGUARD INTERNATIONAL
0.20%
Shares3.5K
Event2025-12-31
Filed2026-02-06
BUD
ANHEUSER BUSCH
-7.99%
Shares4.9K
Event2025-12-31
Filed2026-02-06
SPEU
SPDR EUROPE
-6.25%
Shares6.0K
Event2025-12-31
Filed2026-02-06
GSLC
GOLDMAN SACHS
0.13%
Shares2.4K
Event2025-12-31
Filed2026-02-06
SCCO
SOUTHERN COPPER
1.79%
Shares2.2K
Event2025-12-31
Filed2026-02-06
NVS
NOVARTIS AG
30.88%
Shares2.2K
Event2025-12-31
Filed2026-02-06
IXUS
ISHARES CORE
-1.07%
Shares3.6K
Event2025-12-31
Filed2026-02-06
MS
MORGAN STANLEY
6.89%
Shares1.7K
Event2025-12-31
Filed2026-02-06
HIMS
HIMS & HERS
36.88%
Shares9.2K
Event2025-12-31
Filed2026-02-06
HIG
HARTFORD INSURANCE
0.00%
Shares2.2K
Event2025-12-31
Filed2026-02-06
SOLV
SOLVENTUM CORP
3.29%
Shares3.7K
Event2025-12-31
Filed2026-02-06
RCL
ROYAL CARIBBEAN
-8.62%
Shares1.1K
Event2025-12-31
Filed2026-02-06
SHW
SHERWIN WILLIAMS
-8.70%
Shares903
Event2025-12-31
Filed2026-02-06
BNDX
VANGUARD TOTAL
-11.00%
Shares6.0K
Event2025-12-31
Filed2026-02-06
EMLC
VANECK JPM
New
Shares11.1K
Event2025-12-31
Filed2026-02-06
XAR
STATE STREER
3.89%
Shares1.2K
Event2025-12-31
Filed2026-02-06
MDLZ
MONDELEZ INTL INC
1.51%
Shares5.3K
Event2025-12-31
Filed2026-02-06
HSY
HERSHEY CO
New
Shares1.5K
Event2025-12-31
Filed2026-02-06
JEPQ
JPMORGAN
New
Shares4.8K
Event2025-12-31
Filed2026-02-06
RIO
RIO TINTO
New
Shares3.5K
Event2025-12-31
Filed2026-02-06
EL
ESTEE LAUDER
-0.60%
Shares2.7K
Event2025-12-31
Filed2026-02-06
BST
BLACKROCK SCIENCE
2.23%
Shares6.9K
Event2025-12-31
Filed2026-02-06
FPE
FIRST TRUST
26.81%
Shares15.3K
Event2025-12-31
Filed2026-02-06
PULS
PGIM ULTRA
-1.58%
Shares5.6K
Event2025-12-31
Filed2026-02-06
SONO
SONOS INC
-3.22%
Shares15.9K
Event2025-12-31
Filed2026-02-06
APD
AIR PRODUCTS
2.28%
Shares1.1K
Event2025-12-31
Filed2026-02-06
KKR & CO
KKR & CO
0.51%
Shares2.2K
Event2025-12-31
Filed2026-02-06
PDP
INVESCO DORSEY
15.41%
Shares2.4K
Event2025-12-31
Filed2026-02-06
COP
CONOCOPHILLIPS
2.63%
Shares2.9K
Event2025-12-31
Filed2026-02-06
SPIP
STATE STREET
-21.56%
Shares10.4K
Event2025-12-31
Filed2026-02-06
OKE
ONEOK INC
-45.39%
Shares3.6K
Event2025-12-31
Filed2026-02-06
DTCR
GLOBAL X
New
Shares12.7K
Event2025-12-31
Filed2026-02-06
WEC ENERGY
WEC ENERGY
-17.08%
Shares2.5K
Event2025-12-31
Filed2026-02-06
ACHR
ARCHER AVIATION
252.99%
Shares35.3K
Event2025-12-31
Filed2026-02-06
GEHC
GE HEALTHCARE
17.51%
Shares3.2K
Event2025-12-31
Filed2026-02-06
AXON
AXON ENTERPRISE
-48.53%
Shares456
Event2025-12-31
Filed2026-02-06
CGMS
CAPITAL GROUP
New
Shares9.3K
Event2025-12-31
Filed2026-02-06
ADI
ANALOG DEVICES
6.76%
Shares947
Event2025-12-31
Filed2026-02-06
MLPA
GLOBAL X
7.31%
Shares5.3K
Event2025-12-31
Filed2026-02-06
HEFA
ISHARES CURRENCY
-96.58%
Shares6.2K
Event2025-12-31
Filed2026-02-06
WSC
WILLSCOT HOLDINGS
52.83%
Shares13.5K
Event2025-12-31
Filed2026-02-06
MDIV
FIRST TRUST
-7.46%
Shares16.1K
Event2025-12-31
Filed2026-02-06
IVOV
VANGUARD S&P
0.32%
Shares2.5K
Event2025-12-31
Filed2026-02-06
FLQM
FRANKLIN US
New
Shares4.5K
Event2025-12-31
Filed2026-02-06
MAR
MARRIOTT INTL
-36.76%
Shares807
Event2025-12-31
Filed2026-02-06
SPHY
STATE STREET
-4.12%
Shares10.5K
Event2025-12-31
Filed2026-02-06
VNQ
VANGUARD REAL
-8.18%
Shares2.8K
Event2025-12-31
Filed2026-02-06
FSK
FS KKR
-7.75%
Shares16.6K
Event2025-12-31
Filed2026-02-06
TGT
TARGET CORP
New
Shares2.5K
Event2025-12-31
Filed2026-02-06
USFR
WISDOMTREE FLOATING
2.06%
Shares4.9K
Event2025-12-31
Filed2026-02-06
UBER
UBER TECHNOLOGIES
23.83%
Shares3.0K
Event2025-12-31
Filed2026-02-06
BP
BP PLC
-13.09%
Shares6.9K
Event2025-12-31
Filed2026-02-06
CMI
CUMMINS INC
New
Shares472
Event2025-12-31
Filed2026-02-06
URA
GLOBAL X
New
Shares5.6K
Event2025-12-31
Filed2026-02-06
MUB
ISHARES NATIONAL
-20.90%
Shares2.2K
Event2025-12-31
Filed2026-02-06
UNP
UNION PACIFIC CORP
New
Shares1.0K
Event2025-12-31
Filed2026-02-06
CRM
SALESFORCE INC
-40.03%
Shares890
Event2025-12-31
Filed2026-02-06
WINN
HARBOR LONG
0.00%
Shares7.6K
Event2025-12-31
Filed2026-02-06
FXI
ISHARES CHINA
New
Shares6.1K
Event2025-12-31
Filed2026-02-06
SPTI
STATE STREET
New
Shares8.1K
Event2025-12-31
Filed2026-02-06
F
FORD MOTOR
25.29%
Shares17.6K
Event2025-12-31
Filed2026-02-06
HTGC
HERCULES CAPITAL
0.00%
Shares12.2K
Event2025-12-31
Filed2026-02-06
CALF
PACER U S
New
Shares5.1K
Event2025-12-31
Filed2026-02-06
PFFD
GLOBAL X
3.76%
Shares12.0K
Event2025-12-31
Filed2026-02-06
BLV
VANGUARD LONG
New
Shares3.2K
Event2025-12-31
Filed2026-02-06
BSCQ
INVESCO BULLETSHARES
0.00%
Shares11.4K
Event2025-12-31
Filed2026-02-06
ORLY
O REILLY AUTOMOTIVE
-0.81%
Shares2.5K
Event2025-12-31
Filed2026-02-06
ILMN
ILLUMINA INC
New
Shares1.7K
Event2025-12-31
Filed2026-02-06
IRM
IRON MOUNTAIN
0.00%
Shares2.7K
Event2025-12-31
Filed2026-02-06
CHDN
CHURCHILL DOWNS
New
Shares2.0K
Event2025-12-31
Filed2026-02-06
BEN
FRANKLIN RESOURCES
0.43%
Shares9.3K
Event2025-12-31
Filed2026-02-06
AGG
ISHARES TR
-4.87%
Shares2.2K
Event2025-12-31
Filed2026-02-06
STATE STREET
STATE STREET
-4.38%
Shares2.3K
Event2025-12-31
Filed2026-02-06
KVUE
KENVUE INC
-16.77%
Shares12.6K
Event2025-12-31
Filed2026-02-06
RWO
SPDR DOW
New
Shares4.7K
Event2025-12-31
Filed2026-02-06
BB
BLACKBERRY LTD
-18.11%
Shares56.1K
Event2025-12-31
Filed2026-02-06
NOV
NOV INC
-1.13%
Shares13.5K
Event2025-12-31
Filed2026-02-06
DAL
DELTA AIRLINES
New
Shares3.0K
Event2025-12-31
Filed2026-02-06
PAA
PLAINS ALL
4.48%
Shares11.7K
Event2025-12-31
Filed2026-02-06
HLN
HALEON PLC
-3.11%
Shares20.6K
Event2025-12-31
Filed2026-02-06
XME
STATE STREET
New
Shares2.0K
Event2025-12-31
Filed2026-02-06
BUFG
FIRST TRUST
New
Shares7.5K
Event2025-12-31
Filed2026-02-06
SPHQ
INVESCO S&P
New
Shares2.7K
Event2025-12-31
Filed2026-02-06
SBIO
ALPS MEDICAL
New
Shares4.0K
Event2025-12-31
Filed2026-02-06
NXPI
NXP SEMICONDUCTORS
New
Shares942
Event2025-12-31
Filed2026-02-06
SCHW
SCHWAB CHARLES
-24.39%
Shares2.0K
Event2025-12-31
Filed2026-02-06
SBUX
STARBUCKS CORP
-29.12%
Shares2.4K
Event2025-12-31
Filed2026-02-06
SUPER MICRO
SUPER MICRO
-2.61%
Shares6.9K
Event2025-12-31
Filed2026-02-06
IWM
ISHARES RUSSELL
New
Shares820
Event2025-12-31
Filed2026-02-06
LUMN
LUMEN TECHNOLOGIES
-6.07%
Shares25.8K
Event2025-12-31
Filed2026-02-06
RSG
REPUBLIC SERVICES
0.53%
Shares944
Event2025-12-31
Filed2026-02-06
AGNC
AGNC INVESTMENT
New
Shares18.3K
Event2025-12-31
Filed2026-02-06
METCB
RAMACO RESOURCES
-28.22%
Shares14.6K
Event2025-12-31
Filed2026-02-06
BGB
BLACKSTONE STRATEGIC
-0.43%
Shares11.5K
Event2025-12-31
Filed2026-02-06
BBAI
BIGBEAR AI
12.80%
Shares23.9K
Event2025-12-31
Filed2026-02-06
CRBU
CARIBOU BIOSCIENCES
25.79%
Shares80.5K
Event2025-12-31
Filed2026-02-06
PCN
PIMCO CORPORATE
0.00%
Shares10.0K
Event2025-12-31
Filed2026-02-06
RQI
COHEN & STEERS
-0.14%
Shares10.6K
Event2025-12-31
Filed2026-02-06
NEA
NUVEEN AMT
New
Shares10.4K
Event2025-12-31
Filed2026-02-06
GRAB
GRAB HOLDINGS
-84.96%
Shares22.2K
Event2025-12-31
Filed2026-02-06
NWL
NEWELL BRANDS
-3.34%
Shares24.1K
Event2025-12-31
Filed2026-02-06
AIRG
AIRGAIN INC
-15.18%
Shares16.8K
Event2025-12-31
Filed2026-02-06
RXRX
RECURSION PHARMS
New
Shares14.0K
Event2025-12-31
Filed2026-02-06
LRMR
LARIMAR THERAPEUTICS
0.00%
Shares13.0K
Event2025-12-31
Filed2026-02-06
UPXI
UPEXI INC
New
Shares27.3K
Event2025-12-31
Filed2026-02-06
DGNX
DIGINEX LTD
New
Shares10.0K
Event2025-12-31
Filed2026-02-06
NAK
NORTHERN DYNASTY
80.00%
Shares18.0K
Event2025-12-31
Filed2026-02-06
EDIT
EDITAS MEDICINE
0.36%
Shares14.1K
Event2025-12-31
Filed2026-02-06
IBRX
IMMUNITYBIO INC
0.00%
Shares10.0K
Event2025-12-31
Filed2026-02-06
CYPHERPUNK TECHNOLOGIES
CYPHERPUNK TECHNOLOGIES
New
Shares11.7K
Event2025-12-31
Filed2026-02-06

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Keystone Financial Group Institutional Holdings, Portfolio & P&L β€” TradeFomo