The Analysis of LAKE STREET PRIVATE WEALTH, LLC's Holdings


Currently, LAKE STREET PRIVATE WEALTH, LLC holds 278 types of securities in its portfolio with a total value $817.5M. In the most recent quarter, they have increased their positions in AAPL (+20.2K shares, valued at $5.5M), VTI (+8.4K shares, valued at $2.8M), GSY (+55.1K shares, valued at $2.8M); decreased their positions in N/A (-20.8K shares, valued at $4.0M), EOG (-16.6K shares, valued at $1.7M), VST (-8.2K shares, valued at $1.3M); initiated new positions in VO (+9.2K shares, valued at $2.7M), SCHB (+61.2K shares, valued at $1.6M), VTWO (+7.6K shares, valued at $752.2K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VTV VANGUARD INDEX FDS252.1K shares4.44%2025-12-312026-01-07history
NVDA NVIDIA CORPORATION249.2K shares2.06%2025-12-312026-01-07history
AAPL APPLE INC170.2K shares13.47%2025-12-312026-01-07history
VUG VANGUARD INDEX FDS79.1K shares2.21%2025-12-312026-01-07history
INVESCO QQQ TR INVESCO QQQ TR39.8K shares2.48%2025-12-312026-01-07history
MSFT MICROSOFT CORP43.5K shares0.98%2025-12-312026-01-07history
BAR GRANITESHARES GOLD TR406.4K shares1.34%2025-12-312026-01-07history
AMZN AMAZON COM INC71.5K shares6.93%2025-12-312026-01-07history
Sponsored
FTSM FIRST TR EXCHANGE-TRADED FD259.5K shares9.63%2025-12-312026-01-07history
ALPHABET INC ALPHABET INC41.6K shares4.04%2025-12-312026-01-07history
PSQO PALMER SQUARE FUNDS TRUST612.0K shares23.65%2025-12-312026-01-07history
ALPHABET INC ALPHABET INC39.4K shares-1.35%2025-12-312026-01-07history
IJS ISHARES TR101.0K shares10.27%2025-12-312026-01-07history
PYLD PIMCO ETF TR418.8K shares23.04%2025-12-312026-01-07history
IJH ISHARES TR162.6K shares5.56%2025-12-312026-01-07history
JPM JPMORGAN CHASE & CO.31.3K shares-2.11%2025-12-312026-01-07history
Sponsored
VANGUARD INDEX FDS VANGUARD INDEX FDS16.0K shares23.22%2025-12-312026-01-07history
IJT ISHARES TR70.2K shares10.02%2025-12-312026-01-07history
PLTR PALANTIR TECHNOLOGIES INC55.2K shares-0.65%2025-12-312026-01-07history
META META PLATFORMS INC14.3K shares1.49%2025-12-312026-01-07history
GS GOLDMAN SACHS GROUP INC10.7K shares1.79%2025-12-312026-01-07history
BROADCOM INC BROADCOM INC24.4K shares-2.72%2025-12-312026-01-07history
ABBV ABBVIE INC36.4K shares1.72%2025-12-312026-01-07history
GSY INVESCO ACTIVELY MANAGED EXC164.5K shares50.37%2025-12-312026-01-07history
Sponsored
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL15.7K shares4.83%2025-12-312026-01-07history
COST COSTCO WHSL CORP NEW8.8K shares3.97%2025-12-312026-01-07history
CRWD CROWDSTRIKE HLDGS INC16.0K shares-1.36%2025-12-312026-01-07history
FTSL FIRST TR EXCHANGE-TRADED FD155.4K shares3.01%2025-12-312026-01-07history
LLY ELI LILLY & CO6.5K shares-0.15%2025-12-312026-01-07history
JEPI J P MORGAN EXCHANGE TRADED F118.8K shares-4.11%2025-12-312026-01-07history
BLACKSTONE INC BLACKSTONE INC44.0K shares4.54%2025-12-312026-01-07history
IVV ISHARES TR9.9K shares-0.15%2025-12-312026-01-07history
Sponsored
SNOW SNOWFLAKE INC30.8K shares0.47%2025-12-312026-01-07history
UBER UBER TECHNOLOGIES INC81.9K shares3.68%2025-12-312026-01-07history
INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T34.0K shares-37.95%2025-12-312026-01-07history
RQI COHEN & STEERS QUALITY INCOM561.8K shares18.66%2025-12-312026-01-07history
BBUS J P MORGAN EXCHANGE TRADED F51.8K shares10.91%2025-12-312026-01-07history
VGK VANGUARD INTL EQUITY INDEX F74.2K shares3.26%2025-12-312026-01-07history
HIMS HIMS & HERS HEALTH INC187.9K shares8.85%2025-12-312026-01-07history
ULTA ULTA BEAUTY INC9.9K shares2.63%2025-12-312026-01-07history
Sponsored
EWJ ISHARES INC72.2K shares6.02%2025-12-312026-01-07history
EMB ISHARES TR58.3K shares23.92%2025-12-312026-01-07history
DLN WISDOMTREE TR63.3K shares1.31%2025-12-312026-01-07history
AXON AXON ENTERPRISE INC9.7K shares3.59%2025-12-312026-01-07history
MCHI ISHARES TR91.1K shares7.85%2025-12-312026-01-07history
IEMG ISHARES INC81.4K shares6.92%2025-12-312026-01-07history
INDA ISHARES TR100.5K shares-1.89%2025-12-312026-01-07history
NOC NORTHROP GRUMMAN CORP9.3K shares2.50%2025-12-312026-01-07history
Sponsored
VZ VERIZON COMMUNICATIONS INC129.7K shares0.77%2025-12-312026-01-07history
ALL ALLSTATE CORP25.2K shares2.19%2025-12-312026-01-07history
V VISA INC13.6K shares-0.13%2025-12-312026-01-07history
FDX FEDEX CORP16.5K shares4.92%2025-12-312026-01-07history
JEPQ J P MORGAN EXCHANGE TRADED F80.5K shares-1.38%2025-12-312026-01-07history
UNH UNITEDHEALTH GROUP INC14.2K shares-18.54%2025-12-312026-01-07history
FMB FIRST TR EXCH TRADED FD III90.2K shares-1.85%2025-12-312026-01-07history
TDTT FLEXSHARES TR188.7K shares9.66%2025-12-312026-01-07history
Sponsored
LNG CHENIERE ENERGY INC23.2K shares4.70%2025-12-312026-01-07history
AMJB JPMORGAN CHASE FINL CO LLC144.8K shares8.42%2025-12-312026-01-07history
VTI VANGUARD INDEX FDS12.7K shares197.57%2025-12-312026-01-07history
ALPS ETF TR ALPS ETF TR86.5K shares6.79%2025-12-312026-01-07history
NZF NUVEEN MUNICIPAL CREDIT INC314.1K shares27.39%2025-12-312026-01-07history
AGG ISHARES TR38.4K shares-1.02%2025-12-312026-01-07history
BAC-PL BANK AMERICA CORP2.9K shares0.17%2025-12-312026-01-07history
HYT BLACKROCK CORPOR HI YLD FD I399.1K shares-1.52%2025-12-312026-01-07history
Sponsored
MO ALTRIA GROUP INC51.4K shares15.04%2025-12-312026-01-07history
SPY SPDR S&P 500 ETF TR4.2K shares2.60%2025-12-312026-01-07history
FPE FIRST TR EXCH TRADED FD III157.1K shares6.55%2025-12-312026-01-07history
VO VANGUARD INDEX FDS9.2K sharesnew addition2025-12-312026-01-07history
LQD ISHARES TR22.7K shares11.66%2025-12-312026-01-07history
MCD MCDONALDS CORP8.0K shares-0.94%2025-12-312026-01-07history
PANW PALO ALTO NETWORKS INC13.2K shares-4.03%2025-12-312026-01-07history
IQLT ISHARES TR52.2K shares3.37%2025-12-312026-01-07history
Sponsored
EOG EOG RES INC22.2K shares-42.83%2025-12-312026-01-07history
JNJ JOHNSON & JOHNSON11.2K shares1.06%2025-12-312026-01-07history
VST VISTRA CORP14.2K shares-36.66%2025-12-312026-01-07history
AMD ADVANCED MICRO DEVICES INC10.5K shares-12.23%2025-12-312026-01-07history
TAXX BONDBLOXX ETF TRUST41.8K shares143.05%2025-12-312026-01-07history
BAC BANK AMERICA CORP37.4K shares0.16%2025-12-312026-01-07history
LAM RESEARCH CORP LAM RESEARCH CORP11.9K shares-10.27%2025-12-312026-01-07history
IBM INTERNATIONAL BUSINESS MACHS6.8K shares-0.44%2025-12-312026-01-07history
Sponsored
TLT ISHARES TR22.6K shares1.76%2025-12-312026-01-07history
EELV INVESCO EXCH TRADED FD TR II71.3K shares5.65%2025-12-312026-01-07history
WMT WALMART INC17.2K shares9.76%2025-12-312026-01-07history
NTAP NETAPP INC17.8K shares0.18%2025-12-312026-01-07history
IYW ISHARES TR9.4K shares-1.95%2025-12-312026-01-07history
JPST J P MORGAN EXCHANGE TRADED F37.2K shares39.07%2025-12-312026-01-07history
VEU VANGUARD INTL EQUITY INDEX F24.1K shares14.11%2025-12-312026-01-07history
VB VANGUARD INDEX FDS6.8K shares290.66%2025-12-312026-01-07history
Sponsored
HD HOME DEPOT INC5.0K shares-0.26%2025-12-312026-01-07history
JIRE J P MORGAN EXCHANGE TRADED F23.0K shares12.79%2025-12-312026-01-07history
TSLA TESLA INC3.7K shares23.15%2025-12-312026-01-07history
JGRO J P MORGAN EXCHANGE TRADED F17.7K shares11.44%2025-12-312026-01-07history
NFLX NETFLIX INC17.4K shares952.63%2025-12-312026-01-07history
VIG VANGUARD SPECIALIZED FUNDS7.4K shares2.54%2025-12-312026-01-07history
SCHB SCHWAB STRATEGIC TR61.2K sharesnew addition2025-12-312026-01-07history
QCOM QUALCOMM INC9.3K shares-4.39%2025-12-312026-01-07history
Sponsored
STWD STARWOOD PPTY TR INC87.7K shares-7.05%2025-12-312026-01-07history
AJAN INNOVATOR ETFS TRUST55.0K shares-13.68%2025-12-312026-01-07history
BITB BITWISE BITCOIN ETF TR30.9K shares2.58%2025-12-312026-01-07history
CVX CHEVRON CORP NEW9.4K shares2.98%2025-12-312026-01-07history
MUST COLUMBIA ETF TR I67.4K shares0.13%2025-12-312026-01-07history
CSCO CISCO SYS INC17.3K shares-2.57%2025-12-312026-01-07history
QUAL ISHARES TR6.5K shares-2.01%2025-12-312026-01-07history
HON HONEYWELL INTL INC6.5K shares-5.32%2025-12-312026-01-07history
Sponsored
CSQ CALAMOS STRATEGIC TOTAL RETU65.9K shares0.76%2025-12-312026-01-07history
MPW MEDICAL PPTYS TRUST INC252.9K shares-4.98%2025-12-312026-01-07history
VWO VANGUARD INTL EQUITY INDEX F23.4K shares-1.17%2025-12-312026-01-07history
VXF VANGUARD INDEX FDS5.9K shares-9.20%2025-12-312026-01-07history
COWZ PACER FDS TR20.3K shares-0.17%2025-12-312026-01-07history
ADP AUTOMATIC DATA PROCESSING IN4.4K shares68.00%2025-12-312026-01-07history
JAVA J P MORGAN EXCHANGE TRADED F15.6K shares9.83%2025-12-312026-01-07history
VIOO VANGUARD ADMIRAL FDS INC9.8K shares126.58%2025-12-312026-01-07history
Sponsored
BLACKROCK INC BLACKROCK INC1.0K shares-16.32%2025-12-312026-01-07history
JBND J P MORGAN EXCHANGE TRADED F19.9K shares382.57%2025-12-312026-01-07history
XOM EXXON MOBIL CORP8.8K shares1.07%2025-12-312026-01-07history
BA BOEING CO4.9K shares31.32%2025-12-312026-01-07history
IBIT ISHARES BITCOIN TRUST ETF20.8K shares152.76%2025-12-312026-01-07history
ICOW PACER FDS TR25.2K shares3.67%2025-12-312026-01-07history
VEA VANGUARD TAX-MANAGED FDS14.9K shares-0.87%2025-12-312026-01-07history
VGT VANGUARD WORLD FD1.2K shares-1.94%2025-12-312026-01-07history
Sponsored
ITA ISHARES TR4.2K shares13.92%2025-12-312026-01-07history
CALF PACER FDS TR20.4K shares2.59%2025-12-312026-01-07history
FXH FIRST TR EXCHANGE TRADED FD8.0K shares-1.24%2025-12-312026-01-07history
SHOP SHOPIFY INC5.5K shares-5.59%2025-12-312026-01-07history
TER TERADYNE INC4.5K shares-8.90%2025-12-312026-01-07history
DE DEERE & CO1.8K shares16.44%2025-12-312026-01-07history
JGLO J P MORGAN EXCHANGE TRADED F12.7K shares1.30%2025-12-312026-01-07history
SDY SPDR SERIES TRUST6.1K shares-0.10%2025-12-312026-01-07history
Sponsored
MMM 3M CO5.2K shares-3.00%2025-12-312026-01-07history
TJX TJX COS INC NEW5.4K shares2.13%2025-12-312026-01-07history
XLRE SELECT SECTOR SPDR TR20.6K shares1.16%2025-12-312026-01-07history
INTC INTEL CORP22.1K shares-2.42%2025-12-312026-01-07history
VBR VANGUARD INDEX FDS3.7K shares0.43%2025-12-312026-01-07history
GBCI GLACIER BANCORP INC NEW17.7K shares-1.67%2025-12-312026-01-07history
HGER HARBOR ETF TRUST31.0K shares46.42%2025-12-312026-01-07history
JCPB J P MORGAN EXCHANGE TRADED F16.2K shares19.49%2025-12-312026-01-07history
Sponsored
FBT FIRST TR EXCHANGE-TRADED FD3.7K shares0.19%2025-12-312026-01-07history
BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-01-07history
VTWO VANGUARD SCOTTSDALE FDS7.6K sharesnew addition2025-12-312026-01-07history
PCMM BONDBLOXX ETF TRUST15.0K shares1.40%2025-12-312026-01-07history
PG PROCTER AND GAMBLE CO5.0K shares-2.14%2025-12-312026-01-07history
CMDY ISHARES U S ETF TR14.7K shares-0.41%2025-12-312026-01-07history
FTLS FIRST TR EXCH TRADED FD III10.0K shares4.61%2025-12-312026-01-07history
XLV SELECT SECTOR SPDR TR4.5K shares-2.19%2025-12-312026-01-07history
Sponsored
OHI OMEGA HEALTHCARE INVS INC15.8K shares-0.63%2025-12-312026-01-07history
KO COCA COLA CO9.7K shares3.38%2025-12-312026-01-07history
ET ENERGY TRANSFER L P41.0K shares0.24%2025-12-312026-01-07history
RDVY FIRST TR EXCHANGE TRADED FD9.3K shares-1.51%2025-12-312026-01-07history
ARM ARM HOLDINGS PLC5.9K shares-21.82%2025-12-312026-01-07history
WMB WILLIAMS COS INC10.6K shares0.04%2025-12-312026-01-07history
WELL WELLTOWER INC3.4K shares0.09%2025-12-312026-01-07history
AXP AMERICAN EXPRESS CO1.7K shares0.12%2025-12-312026-01-07history
Sponsored
JEMA J P MORGAN EXCHANGE TRADED F12.8K shares28.20%2025-12-312026-01-07history
MA MASTERCARD INCORPORATED1.1K shares0.28%2025-12-312026-01-07history
BUFR FIRST TR EXCHNG TRADED FD VI17.6K shares1.40%2025-12-312026-01-07history
ABT ABBOTT LABS4.8K shares-0.08%2025-12-312026-01-07history
KMI KINDER MORGAN INC DEL21.8K shares0.04%2025-12-312026-01-07history
TGT TARGET CORP6.1K shares3.95%2025-12-312026-01-07history
XLF SELECT SECTOR SPDR TR10.8K shares0.16%2025-12-312026-01-07history
BBEU J P MORGAN EXCHANGE TRADED F8.0K shares-1.89%2025-12-312026-01-07history
Sponsored
ASML ASML HOLDING N V541 shares-6.40%2025-12-312026-01-07history
ISHARES GOLD TR ISHARES GOLD TR7.1K shares-5.04%2025-12-312026-01-07history
LMT LOCKHEED MARTIN CORP1.2K shares-0.76%2025-12-312026-01-07history
ORCL ORACLE CORP2.8K shares19.61%2025-12-312026-01-07history
VTR VENTAS INC7.1K shares-2.74%2025-12-312026-01-07history
MERCK & CO INC MERCK & CO INC5.2K shares2.14%2025-12-312026-01-07history
CEG CONSTELLATION ENERGY CORP1.5K shares0.85%2025-12-312026-01-07history
DIVO AMPLIFY ETF TR12.2K shares23.53%2025-12-312026-01-07history
Sponsored
JMOM J P MORGAN EXCHANGE TRADED F7.9K shares1.32%2025-12-312026-01-07history
LYB LYONDELLBASELL INDUSTRIES N12.2K shares33.77%2025-12-312026-01-07history
VCIT VANGUARD SCOTTSDALE FDS6.3K shares29.20%2025-12-312026-01-07history
NEE NEXTERA ENERGY INC6.4K shares0.02%2025-12-312026-01-07history
IVW ISHARES TR4.2K shares0.00%2025-12-312026-01-07history
EATON CORP PLC EATON CORP PLC1.6K shares3.08%2025-12-312026-01-07history
RTX RTX CORPORATION2.7K shares0.00%2025-12-312026-01-07history
ORLY OREILLY AUTOMOTIVE INC5.4K shares-1.28%2025-12-312026-01-07history
Sponsored
SCZ ISHARES TR6.3K shares3.22%2025-12-312026-01-07history
CMI CUMMINS INC956 shares1.16%2025-12-312026-01-07history
EMR EMERSON ELEC CO3.7K shares0.03%2025-12-312026-01-07history
PEP PEPSICO INC3.3K shares-2.99%2025-12-312026-01-07history
IWD ISHARES TR2.3K shares-0.70%2025-12-312026-01-07history
WING WINGSTOP INC2.0K shares81.36%2025-12-312026-01-07history
XLY SELECT SECTOR SPDR TR3.9K shares96.66%2025-12-312026-01-07history
GLOF ISHARES TR8.9K shares-9.97%2025-12-312026-01-07history
Sponsored
IWR ISHARES TR4.8K shares-0.72%2025-12-312026-01-07history
ADBE ADOBE INC1.3K shares4.72%2025-12-312026-01-07history
HCA HCA HEALTHCARE INC994 shares1.33%2025-12-312026-01-07history
IEFA ISHARES TR5.0K shares1.97%2025-12-312026-01-07history
PH PARKER-HANNIFIN CORP499 shares1.22%2025-12-312026-01-07history
DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.7K shares3.32%2025-12-312026-01-07history
PCTY PAYLOCITY HLDG CORP2.9K shares0.00%2025-12-312026-01-07history
SYF SYNCHRONY FINANCIAL5.2K shares0.00%2025-12-312026-01-07history
Sponsored
GBIL GOLDMAN SACHS ETF TR4.3K shares-1.17%2025-12-312026-01-07history
VOE VANGUARD INDEX FDS2.4K shares0.08%2025-12-312026-01-07history
XLI SELECT SECTOR SPDR TR2.7K shares48.16%2025-12-312026-01-07history
VOT VANGUARD INDEX FDS1.5K shares0.00%2025-12-312026-01-07history
VIS VANGUARD WORLD FD1.4K shares2.63%2025-12-312026-01-07history
LULU LULULEMON ATHLETICA INC1.9K shares-1.78%2025-12-312026-01-07history
ZS ZSCALER INC1.8K shares-10.10%2025-12-312026-01-07history
SPSB SPDR SERIES TRUST12.5K shares3.16%2025-12-312026-01-07history
Sponsored
SLV ISHARES SILVER TR5.8K sharesnew addition2025-12-312026-01-07history
FR FIRST INDL RLTY TR INC6.4K shares0.00%2025-12-312026-01-07history
DLR DIGITAL RLTY TR INC2.3K shares-0.04%2025-12-312026-01-07history
JIVE J P MORGAN EXCHANGE TRADED F4.5K shares17.07%2025-12-312026-01-07history
AJG GALLAGHER ARTHUR J & CO1.4K shares0.00%2025-12-312026-01-07history
SCHD SCHWAB STRATEGIC TR12.7K shares9.18%2025-12-312026-01-07history
SBUX STARBUCKS CORP4.1K shares-3.50%2025-12-312026-01-07history
IWM ISHARES TR1.4K shares-9.56%2025-12-312026-01-07history
Sponsored
AMGN AMGEN INC1.0K shares0.20%2025-12-312026-01-07history
DHI D R HORTON INC2.3K shares0.00%2025-12-312026-01-07history
IWF ISHARES TR692 shares-1.00%2025-12-312026-01-07history
JIG J P MORGAN EXCHANGE TRADED F4.4K shares14.64%2025-12-312026-01-07history
ONEQ FIDELITY COMWLTH TR3.6K shares0.14%2025-12-312026-01-07history
XLE SELECT SECTOR SPDR TR7.3K shares50.73%2025-12-312026-01-07history
CSX CSX CORP8.7K shares0.00%2025-12-312026-01-07history
GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP935 shares-24.29%2025-12-312026-01-07history
Sponsored
ITOT ISHARES TR2.1K shares0.00%2025-12-312026-01-07history
UNP UNION PAC CORP1.4K shares0.15%2025-12-312026-01-07history
NOBL PROSHARES TR3.0K shares-3.21%2025-12-312026-01-07history
CRWV COREWEAVE INC4.3K shares6.51%2025-12-312026-01-07history
COP CONOCOPHILLIPS3.3K shares5.38%2025-12-312026-01-07history
VYM VANGUARD WHITEHALL FDS2.1K shares-1.24%2025-12-312026-01-07history
LMBS FIRST TR EXCHANGE-TRADED FD5.9K shares7.58%2025-12-312026-01-07history
TXN TEXAS INSTRS INC1.7K shares-10.32%2025-12-312026-01-07history
Sponsored
DIS DISNEY WALT CO2.6K shares5.79%2025-12-312026-01-07history
GLD SPDR GOLD TR738 shares-14.48%2025-12-312026-01-07history
ISRG INTUITIVE SURGICAL INC516 shares0.00%2025-12-312026-01-07history
EFA ISHARES TR3.0K shares-0.37%2025-12-312026-01-07history
DBMF LITMAN GREGORY FDS TR10.2K shares-8.13%2025-12-312026-01-07history
PFG PRINCIPAL FINANCIAL GROUP IN3.2K shares-0.83%2025-12-312026-01-07history
ESGD ISHARES TR2.9K shares2.41%2025-12-312026-01-07history
DG DOLLAR GEN CORP NEW2.1K shares0.00%2025-12-312026-01-07history
Sponsored
ARISTA NETWORKS INC ARISTA NETWORKS INC2.0K shares21.80%2025-12-312026-01-07history
ETHA ISHARES ETHEREUM TR11.8K sharesnew addition2025-12-312026-01-07history
CTAS CINTAS CORP1.4K shares10.00%2025-12-312026-01-07history
VCSH VANGUARD SCOTTSDALE FDS3.3K sharesnew addition2025-12-312026-01-07history
XLU SELECT SECTOR SPDR TR6.0K sharesnew addition2025-12-312026-01-07history
APH AMPHENOL CORP NEW1.9K shares0.05%2025-12-312026-01-07history
HACK AMPLIFY ETF TR3.2K shares-4.25%2025-12-312026-01-07history
IYY ISHARES TR1.5K shares-4.33%2025-12-312026-01-07history
Sponsored
VDC VANGUARD WORLD FD1.2K shares8.97%2025-12-312026-01-07history
TMO THERMO FISHER SCIENTIFIC INC428 shares-1.15%2025-12-312026-01-07history
PKG PACKAGING CORP AMER1.2K shares0.25%2025-12-312026-01-07history
XLC SELECT SECTOR SPDR TR2.1K shares0.78%2025-12-312026-01-07history
LOW LOWES COS INC1.0K shares-18.39%2025-12-312026-01-07history
QTEC FIRST TR EXCHANGE-TRADED FD1.0K shares-0.77%2025-12-312026-01-07history
NANC TIDAL TRUST I5.2K shares0.00%2025-12-312026-01-07history
URI UNITED RENTALS INC294 shares0.68%2025-12-312026-01-07history
Sponsored
BSX BOSTON SCIENTIFIC CORP2.5K shares-0.80%2025-12-312026-01-07history
JPIE J P MORGAN EXCHANGE TRADED F5.0K shares0.66%2025-12-312026-01-07history
MNST MONSTER BEVERAGE CORP NEW3.0K shares0.00%2025-12-312026-01-07history
PGR PROGRESSIVE CORP1.0K shares3.82%2025-12-312026-01-07history
SPGI S&P GLOBAL INC431 shares0.70%2025-12-312026-01-07history
TMUS T-MOBILE US INC1.1K shares-4.39%2025-12-312026-01-07history
APLD APPLIED DIGITAL CORP9.2K shares-21.41%2025-12-312026-01-07history
IWO ISHARES TR694 shares0.00%2025-12-312026-01-07history
Sponsored
HPE HEWLETT PACKARD ENTERPRISE C9.2K shares7.87%2025-12-312026-01-07history
FTGS FIRST TR EXCHANGE-TRADED FD6.3K shares7.18%2025-12-312026-01-07history
SOFI SOFI TECHNOLOGIES INC8.4K shares4.89%2025-12-312026-01-07history
GEHC GE HEALTHCARE TECHNOLOGIES I2.6K sharesnew addition2025-12-312026-01-07history
NBIS NEBIUS GROUP N.V.2.6K shares13.50%2025-12-312026-01-07history
SPG SIMON PPTY GROUP INC NEW1.1K shares2.14%2025-12-312026-01-07history
MBB ISHARES TR2.2K shares-0.89%2025-12-312026-01-07history
PWR QUANTA SVCS INC500 shares0.00%2025-12-312026-01-07history
Sponsored
IONQ IONQ INC4.7K sharesnew addition2025-12-312026-01-07history
GE AEROSPACE GE AEROSPACE684 shares-2.01%2025-12-312026-01-07history
BIL SPDR SERIES TRUST2.3K shares1.38%2025-12-312026-01-07history
MCK MCKESSON CORP251 sharesnew addition2025-12-312026-01-07history
FITB FIFTH THIRD BANCORP4.4K sharesnew addition2025-12-312026-01-07history
CAT CATERPILLAR INC357 shares-36.59%2025-12-312026-01-07history
DGX QUEST DIAGNOSTICS INC1.2K shares0.26%2025-12-312026-01-07history
PFE PFIZER INC6.8K shares-20.92%2025-12-312026-01-07history
Sponsored
BABA ALIBABA GROUP HLDG LTD1.1K sharesnew addition2025-12-312026-01-07history
RXST RXSIGHT INC14.2K shares0.00%2025-12-312026-01-07history
EOSE EOS ENERGY ENTERPRISES INC12.6K shares18.96%2025-12-312026-01-07history
PM PHILIP MORRIS INTL INC887 sharesnew addition2025-12-312026-01-07history
LPTH LIGHTPATH TECHNOLOGIES INC10.0K sharesnew addition2025-12-312026-01-07history
CANOPY GROWTH CORP CANOPY GROWTH CORP90.3K shares16.89%2025-12-312026-01-07history

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Put Option Holdings
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