The Analysis of Legacy Capital Wealth Partners, LLC's Holdings
Currently, Legacy Capital Wealth Partners, LLC holds 378 types of securities in its portfolio with a total value $459.8M. In the most recent quarter, they have increased their positions in SPYI (+42.7K shares, valued at $2.2M), BIL (+20.5K shares, valued at $1.9M), FJUN (+28.4K shares, valued at $1.6M); decreased their positions in GAP (-200.0K shares, valued at $4.3M), RSP (-13.9K shares, valued at $2.6M), MUB (-19.3K shares, valued at $2.1M); initiated new positions in TAFI (+29.9K shares, valued at $758.5K), ETHA (+16.3K shares, valued at $514.0K), APH (+3.7K shares, valued at $463.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
WMT WALMART INC529.2K shares0.53%2025-09-302025-11-13
JBHT HUNT J B TRANS SVCS INC119.4K shares0.04%2025-09-302025-11-13 TSLA TESLA INC28.9K shares-11.07%2025-09-302025-11-13 RDVY FIRST TR EXCHANGE TRADED FD156.7K shares-1.22%2025-09-302025-11-13 IVV ISHARES TR13.2K shares-6.08%2025-09-302025-11-13 FJUN FIRST TR EXCHNG TRADED FD VI151.4K shares23.08%2025-09-302025-11-13 BIL SPDR SERIES TRUST92.1K shares28.56%2025-09-302025-11-13 GAP GAP INC382.4K shares-34.34%2025-09-302025-11-13 PKW INVESCO EXCHANGE TRADED FD T64.6K shares-1.39%2025-09-302025-11-13 RWL INVESCO EXCH TRADED FD TR II75.3K shares-0.79%2025-09-302025-11-13 VOO VANGUARD INDEX FDS11.9K shares-7.26%2025-09-302025-11-13 SPY SPDR S&P 500 ETF TR62.0K shares-1.66%2025-09-302025-11-13 NVDA NVIDIA CORPORATION38.1K shares-5.54%2025-09-302025-11-13 FAUG FIRST TR EXCHNG TRADED FD VI120.0K shares-2.52%2025-09-302025-11-13 AAPL APPLE INC24.2K shares-3.94%2025-09-302025-11-13 EOG EOG RES INC53.1K shares-10.47%2025-09-302025-11-13 MSFT MICROSOFT CORP9.6K shares5.93%2025-09-302025-11-13 YMAR FIRST TR EXCHNG TRADED FD VI164.8K shares-0.44%2025-09-302025-11-13 MINT PIMCO ETF TR41.0K shares-1.15%2025-09-302025-11-13 AMZN AMAZON COM INC17.9K shares-4.97%2025-09-302025-11-13 SPYI NEOS ETF TRUST71.9K shares146.43%2025-09-302025-11-13 JAAA JANUS DETROIT STR TR73.4K shares4.89%2025-09-302025-11-13 DFAC DIMENSIONAL ETF TRUST86.9K shares6.75%2025-09-302025-11-13 DFAU DIMENSIONAL ETF TRUST73.2K shares16.56%2025-09-302025-11-13 OZK BANK OZK LITTLE ROCK ARK61.8K shares0.10%2025-09-302025-11-13 META META PLATFORMS INC4.0K shares3.19%2025-09-302025-11-13 SYM SYMBOTIC INC53.2K shares0.00%2025-09-302025-11-13 GLDM WORLD GOLD TR36.4K shares10.64%2025-09-302025-11-13 BILZ PIMCO ETF TR26.9K shares0.12%2025-09-302025-11-13 FLOT ISHARES TR52.9K shares-1.50%2025-09-302025-11-13 DFAX DIMENSIONAL ETF TRUST79.0K shares23.22%2025-09-302025-11-13 GOOGL ALPHABET INC10.1K shares12.81%2025-09-302025-11-13 GMOV 2023 ETF SERIES TRUST II90.3K shares5.41%2025-09-302025-11-13 ACIO ETF SER SOLUTIONS53.4K shares0.33%2025-09-302025-11-13 AOK ISHARES TR55.3K shares0.00%2025-09-302025-11-13 JEPI J P MORGAN EXCHANGE TRADED F37.6K shares4.14%2025-09-302025-11-13 V VISA INC6.3K shares0.51%2025-09-302025-11-13 PFF ISHARES TR66.1K shares4.08%2025-09-302025-11-13 AVGO BROADCOM INC6.0K shares2.19%2025-09-302025-11-13 TCAF T ROWE PRICE ETF INC50.6K shares4.08%2025-09-302025-11-13 JPM JPMORGAN CHASE & CO.6.0K shares-4.66%2025-09-302025-11-13 MLPX GLOBAL X FDS29.9K shares2.34%2025-09-302025-11-13 AVUV AMERICAN CENTY ETF TR18.4K shares1.60%2025-09-302025-11-13 PM PHILIP MORRIS INTL INC10.8K shares2.74%2025-09-302025-11-13 LDUR PIMCO ETF TR17.9K shares-1.12%2025-09-302025-11-13 DMAR FIRST TR EXCHNG TRADED FD VI41.9K shares-0.14%2025-09-302025-11-13 CVX CHEVRON CORP NEW10.9K shares6.38%2025-09-302025-11-13 EFA ISHARES TR18.1K shares0.40%2025-09-302025-11-13 MAIN MAIN STR CAP CORP25.6K shares-2.29%2025-09-302025-11-13 XOM EXXON MOBIL CORP14.1K shares-0.95%2025-09-302025-11-13 VTV VANGUARD INDEX FDS8.4K shares0.01%2025-09-302025-11-13 HTGC HERCULES CAPITAL INC81.7K shares-0.45%2025-09-302025-11-13 HD HOME DEPOT INC3.8K shares6.27%2025-09-302025-11-13 BND VANGUARD BD INDEX FDS20.2K shares-2.43%2025-09-302025-11-13 VZ VERIZON COMMUNICATIONS INC33.4K shares-2.87%2025-09-302025-11-13 GBDC GOLUB CAP BDC INC106.3K shares-1.41%2025-09-302025-11-13 SCHD SCHWAB STRATEGIC TR52.7K shares9.33%2025-09-302025-11-13 FTCS FIRST TR EXCHANGE-TRADED FD15.1K shares5.78%2025-09-302025-11-13 TSLX SIXTH STREET SPECIALTY LENDI61.3K shares-1.17%2025-09-302025-11-13 GAIN GLADSTONE INVT CORP101.2K shares-1.03%2025-09-302025-11-13 NFLX NETFLIX INC1.1K shares6.25%2025-09-302025-11-13 TRIN TRINITY CAP INC88.0K shares-1.41%2025-09-302025-11-13 USB US BANCORP DEL28.0K shares1.23%2025-09-302025-11-13 HYLS FIRST TR EXCHANGE-TRADED FD32.8K shares9.10%2025-09-302025-11-13 FDUS FIDUS INVT CORP65.4K shares-0.89%2025-09-302025-11-13 CAVA CAVA GROUP INC21.9K shares81.42%2025-09-302025-11-13 ARCC ARES CAPITAL CORP64.3K shares-0.65%2025-09-302025-11-13 IWB ISHARES TR3.5K shares32.15%2025-09-302025-11-13 DFAI DIMENSIONAL ETF TRUST35.3K shares14.85%2025-09-302025-11-13 CSWC CAPITAL SOUTHWEST CORP58.6K shares-0.65%2025-09-302025-11-13 UCON FIRST TR EXCHNG TRADED FD VI50.2K shares4.58%2025-09-302025-11-13 PLTR PALANTIR TECHNOLOGIES INC6.9K shares-18.56%2025-09-302025-11-13 MA MASTERCARD INCORPORATED2.2K shares2.09%2025-09-302025-11-13 BXSL BLACKSTONE SECD LENDING FD47.1K shares-0.69%2025-09-302025-11-13 TCHP T ROWE PRICE ETF INC25.0K shares-2.63%2025-09-302025-11-13 GLD SPDR GOLD TR3.3K shares0.00%2025-09-302025-11-13 OBDC BLUE OWL CAPITAL CORPORATION90.4K shares-0.82%2025-09-302025-11-13 GLAD GLADSTONE CAPITAL CORP52.4K shares-0.57%2025-09-302025-11-13 ORLY OREILLY AUTOMOTIVE INC10.6K shares6.40%2025-09-302025-11-13 MSDL MORGAN STANLEY DIRECT LENDIN70.8K shares-0.37%2025-09-302025-11-13 FTLS FIRST TR EXCH TRADED FD III16.3K shares15.25%2025-09-302025-11-13 TJX TJX COS INC NEW7.8K shares50.98%2025-09-302025-11-13 IWD ISHARES TR5.5K shares68.71%2025-09-302025-11-13 UNP UNION PAC CORP4.7K shares-0.23%2025-09-302025-11-13 FTSL FIRST TR EXCHANGE-TRADED FD24.4K shares6.23%2025-09-302025-11-13 BRK.B BERKSHIRE HATHAWAY INC DEL2.2K shares4.57%2025-09-302025-11-13 SPYM SPDR SERIES TRUST14.2K shares-23.15%2025-09-302025-11-13 GOOG ALPHABET INC4.5K shares14.28%2025-09-302025-11-13 UL UNILEVER PLC18.2K shares6.20%2025-09-302025-11-13 JNJ JOHNSON & JOHNSON5.8K shares2.24%2025-09-302025-11-13 SPTM SPDR SERIES TRUST13.1K shares13.62%2025-09-302025-11-13 MMC MARSH & MCLENNAN COS INC5.2K shares33.50%2025-09-302025-11-13 ABBV ABBVIE INC4.5K shares-1.46%2025-09-302025-11-13 EFG ISHARES TR9.0K shares1.81%2025-09-302025-11-13 IWP ISHARES TR7.0K shares-2.23%2025-09-302025-11-13 GWW GRAINGER W W INC1.0K shares5.16%2025-09-302025-11-13 MDT MEDTRONIC PLC10.2K shares-2.69%2025-09-302025-11-13 DFAT DIMENSIONAL ETF TRUST16.6K shares16.71%2025-09-302025-11-13 TSM TAIWAN SEMICONDUCTOR MFG LTD3.4K shares8.23%2025-09-302025-11-13 LOW LOWES COS INC3.8K shares-1.64%2025-09-302025-11-13 LRCX LAM RESEARCH CORP7.0K shares5.85%2025-09-302025-11-13 GSK GSK PLC21.7K shares0.28%2025-09-302025-11-13 GPC GENUINE PARTS CO6.7K shares-1.00%2025-09-302025-11-13 SNPS SYNOPSYS INC1.9K shares43.53%2025-09-302025-11-13 INTU INTUIT1.4K shares9.40%2025-09-302025-11-13 SMTH ALPS ETF TR34.9K shares0.00%2025-09-302025-11-13 ICLR ICON PLC5.2K shares35.72%2025-09-302025-11-13 VEA VANGUARD TAX-MANAGED FDS14.9K shares16.66%2025-09-302025-11-13 WMB WILLIAMS COS INC14.0K shares3.22%2025-09-302025-11-13 ANET ARISTA NETWORKS INC5.8K shares-7.23%2025-09-302025-11-13 UNH UNITEDHEALTH GROUP INC2.5K shares-30.86%2025-09-302025-11-13 PSP INVESCO EXCHANGE TRADED FD T12.3K shares-5.39%2025-09-302025-11-13 VOT VANGUARD INDEX FDS2.9K shares38.36%2025-09-302025-11-13 APP APPLOVIN CORP1.2K shares-10.90%2025-09-302025-11-13 IWF ISHARES TR1.8K shares-1.00%2025-09-302025-11-13 AVMV AMERICAN CENTY ETF TR12.0K shares14.27%2025-09-302025-11-13 PG PROCTER AND GAMBLE CO5.3K shares-1.50%2025-09-302025-11-13 TRV TRAVELERS COMPANIES INC2.9K shares-15.29%2025-09-302025-11-13 TXN TEXAS INSTRS INC4.4K shares11.00%2025-09-302025-11-13 COST COSTCO WHSL CORP NEW873 shares7.12%2025-09-302025-11-13 TFC TRUIST FINL CORP17.7K shares-1.14%2025-09-302025-11-13 RKLB ROCKET LAB CORP16.7K shares17.00%2025-09-302025-11-13 DFAR DIMENSIONAL ETF TRUST33.4K shares20.28%2025-09-302025-11-13 HIG HARTFORD INSURANCE GROUP INC5.9K shares7.25%2025-09-302025-11-13 LMT LOCKHEED MARTIN CORP1.6K shares13.29%2025-09-302025-11-13 PNC PNC FINL SVCS GROUP INC3.9K shares0.18%2025-09-302025-11-13 QQQ INVESCO QQQ TR1.3K shares6.83%2025-09-302025-11-13 LHX L3HARRIS TECHNOLOGIES INC2.5K shares-3.83%2025-09-302025-11-13 VFLO VICTORY PORTFOLIOS II20.4K shares5.78%2025-09-302025-11-13 DIS DISNEY WALT CO6.7K shares-1.36%2025-09-302025-11-13 T AT&T INC26.9K shares-3.36%2025-09-302025-11-13 TAFI AB ACTIVE ETFS INC29.9K sharesnew addition2025-09-302025-11-13 WPC WP CAREY INC11.1K shares-0.12%2025-09-302025-11-13 ORCL ORACLE CORP2.6K shares11.82%2025-09-302025-11-13 WFC WELLS FARGO CO NEW8.8K shares4.66%2025-09-302025-11-13 KNGZ FIRST TR EXCHANGE TRADED FD20.5K shares0.13%2025-09-302025-11-13 ZAPR INNOVATOR ETFS TRUST28.8K shares-7.66%2025-09-302025-11-13 PYLD PIMCO ETF TR27.2K shares-2.59%2025-09-302025-11-13 KO COCA COLA CO11.0K shares0.08%2025-09-302025-11-13 HSY HERSHEY CO3.9K shares76.48%2025-09-302025-11-13 CWB SPDR SERIES TRUST8.0K shares17.18%2025-09-302025-11-13 COF CAPITAL ONE FINL CORP3.4K shares1.62%2025-09-302025-11-13 PH PARKER-HANNIFIN CORP935 shares101.51%2025-09-302025-11-13 CB CHUBB LIMITED2.5K shares-3.99%2025-09-302025-11-13 MCK MCKESSON CORP913 shares9.21%2025-09-302025-11-13 MBB ISHARES TR7.4K shares1.78%2025-09-302025-11-13 BR BROADRIDGE FINL SOLUTIONS IN2.9K shares-2.55%2025-09-302025-11-13 TPL TEXAS PACIFIC LAND CORPORATI740 shares-2.25%2025-09-302025-11-13 LIN LINDE PLC1.5K shares0.55%2025-09-302025-11-13 COR CENCORA INC2.2K shares-3.11%2025-09-302025-11-13 AZN ASTRAZENECA PLC8.8K shares4.06%2025-09-302025-11-13 AVLV AMERICAN CENTY ETF TR9.3K shares12.55%2025-09-302025-11-13 KLAC KLA CORP621 shares11.09%2025-09-302025-11-13 TMO THERMO FISHER SCIENTIFIC INC1.4K shares45.51%2025-09-302025-11-13 PYPL PAYPAL HLDGS INC9.9K shares-11.09%2025-09-302025-11-13 DFAS DIMENSIONAL ETF TRUST9.6K shares16.00%2025-09-302025-11-13 HOMB HOME BANCSHARES INC22.9K shares0.56%2025-09-302025-11-13 DFUS DIMENSIONAL ETF TRUST9.0K shares20.89%2025-09-302025-11-13 ROST ROSS STORES INC4.2K shares-1.30%2025-09-302025-11-13 ENB ENBRIDGE INC12.8K shares-1.07%2025-09-302025-11-13 SPGI S&P GLOBAL INC1.3K shares-1.56%2025-09-302025-11-13 ISRG INTUITIVE SURGICAL INC1.4K shares8.84%2025-09-302025-11-13 PGR PROGRESSIVE CORP2.5K shares10.15%2025-09-302025-11-13 ACN ACCENTURE PLC IRELAND2.5K shares-39.05%2025-09-302025-11-13 BUFZ FIRST TR EXCHNG TRADED FD VI23.9K shares70.16%2025-09-302025-11-13 AJG GALLAGHER ARTHUR J & CO2.0K shares0.05%2025-09-302025-11-13 VOE VANGUARD INDEX FDS3.5K shares0.00%2025-09-302025-11-13 RTX RTX CORPORATION3.6K shares-5.72%2025-09-302025-11-13 GD GENERAL DYNAMICS CORP1.8K shares1.02%2025-09-302025-11-13 TNGY TORTOISE CAPITAL SERIES TRUS66.0K shares1.26%2025-09-302025-11-13 DFEM DIMENSIONAL ETF TRUST18.6K shares7.93%2025-09-302025-11-13 ASML ASML HOLDING N V616 shares6.02%2025-09-302025-11-13 FVD FIRST TR EXCHANGE-TRADED FD12.9K shares-0.47%2025-09-302025-11-13 VRTX VERTEX PHARMACEUTICALS INC1.5K shares50.30%2025-09-302025-11-13 AZO AUTOZONE INC137 shares9.60%2025-09-302025-11-13 SRE SEMPRA6.5K shares-11.23%2025-09-302025-11-13 VCIT VANGUARD SCOTTSDALE FDS6.9K shares10.66%2025-09-302025-11-13 ROE EA SERIES TRUST16.3K shares-2.77%2025-09-302025-11-13 SNY SANOFI SA11.9K shares-5.35%2025-09-302025-11-13 BLK BLACKROCK INC483 shares-3.21%2025-09-302025-11-13 INTC INTEL CORP16.7K shares48.98%2025-09-302025-11-13 VBK VANGUARD INDEX FDS1.9K shares1.25%2025-09-302025-11-13 USDU WISDOMTREE TR21.0K shares-18.34%2025-09-302025-11-13 SNA SNAP ON INC1.6K shares0.31%2025-09-302025-11-13 MCO MOODYS CORP1.2K shares-3.67%2025-09-302025-11-13 FAST FASTENAL CO11.2K shares-2.90%2025-09-302025-11-13 AMAT APPLIED MATLS INC2.7K shares5.98%2025-09-302025-11-13 NOW SERVICENOW INC581 shares7.99%2025-09-302025-11-13 TSCO TRACTOR SUPPLY CO9.4K shares-9.68%2025-09-302025-11-13 MDY SPDR S&P MIDCAP 400 ETF TR891 shares-0.67%2025-09-302025-11-13 CSL CARLISLE COS INC1.6K shares-1.66%2025-09-302025-11-13 LLY ELI LILLY & CO688 shares-23.39%2025-09-302025-11-13 TTE TOTALENERGIES SE8.8K shares-0.59%2025-09-302025-11-13 JPST J P MORGAN EXCHANGE TRADED F10.3K shares0.00%2025-09-302025-11-13 SE SEA LTD2.9K shares0.31%2025-09-302025-11-13 URI UNITED RENTALS INC545 shares10.55%2025-09-302025-11-13 SYY SYSCO CORP6.3K shares16.19%2025-09-302025-11-13 CTRA COTERRA ENERGY INC21.8K shares1.36%2025-09-302025-11-13 IBIT ISHARES BITCOIN TRUST ETF7.9K shares107.23%2025-09-302025-11-13 ETHA ISHARES ETHEREUM TR16.3K sharesnew addition2025-09-302025-11-13 PWR QUANTA SVCS INC1.2K shares5.81%2025-09-302025-11-13 SCHW SCHWAB CHARLES CORP5.3K shares1.34%2025-09-302025-11-13 ZBH ZIMMER BIOMET HOLDINGS INC5.1K shares-0.97%2025-09-302025-11-13 CDNS CADENCE DESIGN SYSTEM INC1.4K shares9.78%2025-09-302025-11-13 VNQ VANGUARD INDEX FDS5.4K shares6.99%2025-09-302025-11-13 ABT ABBOTT LABS3.7K shares-40.04%2025-09-302025-11-13 JANM FIRST TR EXCHNG TRADED FD VI15.0K shares0.00%2025-09-302025-11-13 UPS UNITED PARCEL SERVICE INC5.8K shares-14.19%2025-09-302025-11-13 PLD PROLOGIS INC.4.2K shares-0.12%2025-09-302025-11-13 B BARRICK MNG CORP14.8K shares-27.35%2025-09-302025-11-13 BAC BANK AMERICA CORP9.3K shares1.65%2025-09-302025-11-13 BRO BROWN & BROWN INC5.1K shares-2.05%2025-09-302025-11-13 CSCO CISCO SYS INC6.9K shares0.64%2025-09-302025-11-13 PAYX PAYCHEX INC3.7K shares0.51%2025-09-302025-11-13 APH AMPHENOL CORP NEW3.7K sharesnew addition2025-09-302025-11-13 XLE SELECT SECTOR SPDR TR5.2K shares-13.95%2025-09-302025-11-13 ETN EATON CORP PLC1.2K shares17.30%2025-09-302025-11-13 XLU SELECT SECTOR SPDR TR5.3K shares2.69%2025-09-302025-11-13 TMUS T-MOBILE US INC1.9K shares-7.77%2025-09-302025-11-13 AMGN AMGEN INC1.6K shares-1.16%2025-09-302025-11-13 IEFA ISHARES TR12.2K shares12.34%2025-09-302025-11-13 JLL JONES LANG LASALLE INC1.5K shares-29.05%2025-09-302025-11-13 TT TRANE TECHNOLOGIES PLC1.1K sharesnew addition2025-09-302025-11-13 AMP AMERIPRISE FINL INC910 shares-11.82%2025-09-302025-11-13 APD AIR PRODS & CHEMS INC1.6K shares8.82%2025-09-302025-11-13 NEE NEXTERA ENERGY INC5.9K shares-25.34%2025-09-302025-11-13 DGX QUEST DIAGNOSTICS INC2.3K shares-1.66%2025-09-302025-11-13 MKL MARKEL GROUP INC230 shares0.00%2025-09-302025-11-13 VIG VANGUARD SPECIALIZED FUNDS2.0K shares0.20%2025-09-302025-11-13 IJR ISHARES TR11.6K shares-0.86%2025-09-302025-11-13 ISTB ISHARES TR8.9K shares0.00%2025-09-302025-11-13 WM WASTE MGMT INC DEL2.0K shares-0.36%2025-09-302025-11-13 WRB BERKLEY W R CORP5.6K shares-1.59%2025-09-302025-11-13 DOC HEALTHPEAK PROPERTIES INC22.5K sharesnew addition2025-09-302025-11-13 DFIS DIMENSIONAL ETF TRUST13.6K shares8.35%2025-09-302025-11-13 SPIB SPDR SERIES TRUST12.6K shares0.00%2025-09-302025-11-13 DECM FIRST TR EXCHNG TRADED FD VI13.2K shares0.00%2025-09-302025-11-13 FNF FIDELITY NATIONAL FINANCIAL7.0K shares-1.46%2025-09-302025-11-13 DEO DIAGEO PLC4.4K shares50.73%2025-09-302025-11-13 HEI.A HEICO CORP NEW1.6K shares-1.34%2025-09-302025-11-13 SHEL SHELL PLC5.8K shares1.16%2025-09-302025-11-13 DFNM DIMENSIONAL ETF TRUST8.6K shares2.92%2025-09-302025-11-13 ROP ROPER TECHNOLOGIES INC822 shares-2.61%2025-09-302025-11-13 JHMB JOHN HANCOCK EXCHANGE TRADED18.5K shares0.00%2025-09-302025-11-13 BSX BOSTON SCIENTIFIC CORP4.2K shares12.30%2025-09-302025-11-13 SHY ISHARES TR4.9K shares0.89%2025-09-302025-11-13 PULS PGIM ETF TR8.1K shares-0.89%2025-09-302025-11-13 KVUE KENVUE INC24.9K shares-22.58%2025-09-302025-11-13 BDX BECTON DICKINSON & CO2.1K shares-26.86%2025-09-302025-11-13 DG DOLLAR GEN CORP NEW3.9K shares-6.48%2025-09-302025-11-13 PANW PALO ALTO NETWORKS INC2.0K shares20.53%2025-09-302025-11-13 FANG DIAMONDBACK ENERGY INC2.8K shares-3.44%2025-09-302025-11-13 ESGV VANGUARD WORLD FD3.3K shares0.00%2025-09-302025-11-13 SBUX STARBUCKS CORP4.6K shares12.42%2025-09-302025-11-13 VO VANGUARD INDEX FDS7.1K shares9.22%2025-09-302025-11-13 CCEP COCA-COLA EUROPACIFIC PARTNE4.2K shares-3.50%2025-09-302025-11-13 XLB SELECT SECTOR SPDR TR4.3K shares9.22%2025-09-302025-11-13 BF.B BROWN FORMAN CORP14.0K shares-0.20%2025-09-302025-11-13 GL GLOBE LIFE INC2.6K shares-35.60%2025-09-302025-11-13 CMDT PIMCO ETF TR13.7K sharesnew addition2025-09-302025-11-13 AGG ISHARES TR3.8K shares0.56%2025-09-302025-11-13 CHE CHEMED CORP NEW839 shares-3.78%2025-09-302025-11-13 LEN LENNAR CORP3.0K shares11.79%2025-09-302025-11-13 VUG VANGUARD INDEX FDS778 sharesnew addition2025-09-302025-11-13 DFSD DIMENSIONAL ETF TRUST7.7K shares9.75%2025-09-302025-11-13 SF STIFEL FINL CORP3.3K shares-16.62%2025-09-302025-11-13 IWM ISHARES TR1.5K shares0.20%2025-09-302025-11-13 FEBM FIRST TR EXCHNG TRADED FD VI12.3K shares0.00%2025-09-302025-11-13 BAX BAXTER INTL INC16.1K shares39.63%2025-09-302025-11-13 PAAA PGIM ETF TR7.1K shares0.00%2025-09-302025-11-13 SCI SERVICE CORP INTL4.4K shares-1.17%2025-09-302025-11-13 MDLZ MONDELEZ INTL INC5.8K shares-2.36%2025-09-302025-11-13 SAP SAP SE1.4K shares12.76%2025-09-302025-11-13 WEC WEC ENERGY GROUP INC3.2K shares21.85%2025-09-302025-11-13 AVB AVALONBAY CMNTYS INC1.9K shares9.17%2025-09-302025-11-13 APO APOLLO GLOBAL MGMT INC2.7K shares-9.15%2025-09-302025-11-13 STE STERIS PLC1.4K shares26.70%2025-09-302025-11-13 AGNC AGNC INVT CORP36.2K shares9.03%2025-09-302025-11-13 PSX PHILLIPS 662.6K shares-24.29%2025-09-302025-11-13 MRK MERCK & CO INC4.2K shares6.28%2025-09-302025-11-13 DNOV FIRST TR EXCHNG TRADED FD VI7.5K shares0.00%2025-09-302025-11-13 CVS CVS HEALTH CORP4.7K shares-0.70%2025-09-302025-11-13 BUFR FIRST TR EXCHNG TRADED FD VI14.5K shares-6.45%2025-09-302025-11-13 MET METLIFE INC4.2K shares-2.43%2025-09-302025-11-13 HMC HONDA MOTOR LTD11.3K shares1.35%2025-09-302025-11-13 CRM SALESFORCE INC1.5K shares-8.98%2025-09-302025-11-13 BKNG BOOKING HOLDINGS INC64 shares-1.54%2025-09-302025-11-13 SHW SHERWIN WILLIAMS CO998 shares-7.34%2025-09-302025-11-13 TEL TE CONNECTIVITY PLC1.6K shares-0.32%2025-09-302025-11-13 HYG ISHARES TR4.2K sharesnew addition2025-09-302025-11-13 DSEP FIRST TR EXCHNG TRADED FD VI7.7K sharesnew addition2025-09-302025-11-13 VMC VULCAN MATLS CO1.1K shares-6.64%2025-09-302025-11-13 CMCSA COMCAST CORP NEW10.6K shares-26.39%2025-09-302025-11-13 NEM NEWMONT CORP4.0K shares0.00%2025-09-302025-11-13 PPG PPG INDS INC3.2K shares-7.96%2025-09-302025-11-13 AMT AMERICAN TOWER CORP NEW1.7K shares-0.40%2025-09-302025-11-13 NOC NORTHROP GRUMMAN CORP538 shares-23.90%2025-09-302025-11-13 QUAL ISHARES TR1.7K shares1.45%2025-09-302025-11-13 HLN HALEON PLC36.2K shares15.78%2025-09-302025-11-13 SCHG SCHWAB STRATEGIC TR10.1K shares0.00%2025-09-302025-11-13 SCHH SCHWAB STRATEGIC TR14.7K shares0.72%2025-09-302025-11-13 TAFM AB ACTIVE ETFS INC12.4K sharesnew addition2025-09-302025-11-13 DFIP DIMENSIONAL ETF TRUST7.4K shares4.83%2025-09-302025-11-13 MU MICRON TECHNOLOGY INC1.9K shares0.11%2025-09-302025-11-13 CARY ANGEL OAK FUNDS TRUST14.8K shares-2.53%2025-09-302025-11-13 JMBS JANUS DETROIT STR TR6.7K shares0.00%2025-09-302025-11-13 MCHP MICROCHIP TECHNOLOGY INC.4.8K shares-5.23%2025-09-302025-11-13 INGR INGREDION INC2.5K shares0.44%2025-09-302025-11-13 MUB ISHARES TR2.8K shares-87.19%2025-09-302025-11-13 CME CME GROUP INC1.1K sharesnew addition2025-09-302025-11-13 DUK DUKE ENERGY CORP NEW2.4K shares10.84%2025-09-302025-11-13 MS MORGAN STANLEY1.9K shares10.84%2025-09-302025-11-13 SBAC SBA COMMUNICATIONS CORP NEW1.5K shares-2.40%2025-09-302025-11-13 CASY CASEYS GEN STORES INC525 shares-6.25%2025-09-302025-11-13 VNLA JANUS DETROIT STR TR6.0K shares0.00%2025-09-302025-11-13 BN BROOKFIELD CORP4.2K shares-1.61%2025-09-302025-11-13 VTEB VANGUARD MUN BD FDS5.8K shares-60.02%2025-09-302025-11-13 STT STATE STR CORP2.5K shares-2.63%2025-09-302025-11-13 NVO NOVO-NORDISK A S5.2K shares-16.57%2025-09-302025-11-13 AOS SMITH A O CORP3.9K shares-2.14%2025-09-302025-11-13 UBER UBER TECHNOLOGIES INC2.9K shares-5.24%2025-09-302025-11-13 IDA IDACORP INC2.1K shares0.24%2025-09-302025-11-13 BUFY FIRST TR EXCHNG TRADED FD VI12.8K sharesnew addition2025-09-302025-11-13 LQD ISHARES TR2.5K sharesnew addition2025-09-302025-11-13 JHMM JOHN HANCOCK EXCHANGE TRADED4.3K shares0.00%2025-09-302025-11-13 PSA PUBLIC STORAGE OPER CO943 shares7.40%2025-09-302025-11-13 OLLI OLLIES BARGAIN OUTLET HLDGS2.1K shares-10.13%2025-09-302025-11-13 SYK STRYKER CORPORATION717 shares-2.45%2025-09-302025-11-13 NNN NNN REIT INC6.2K shares0.00%2025-09-302025-11-13 DFCF DIMENSIONAL ETF TRUST6.0K shares13.86%2025-09-302025-11-13 NPO ENPRO INC1.1K shares-13.23%2025-09-302025-11-13 IJH ISHARES TR3.9K shares0.00%2025-09-302025-11-13 BURL BURLINGTON STORES INC977 shares-10.28%2025-09-302025-11-13 EQIX EQUINIX INC316 shares-3.07%2025-09-302025-11-13 LFUS LITTELFUSE INC947 shares0.53%2025-09-302025-11-13 CDW CDW CORP1.5K shares-1.80%2025-09-302025-11-13 JKHY HENRY JACK & ASSOC INC1.6K shares0.00%2025-09-302025-11-13 MOAT VANECK ETF TRUST2.4K shares0.00%2025-09-302025-11-13 DJUL FIRST TR EXCHNG TRADED FD VI5.1K shares0.00%2025-09-302025-11-13 KHPI MANAGED PORTFOLIO SERIES9.3K shares2.03%2025-09-302025-11-13 MC MOELIS & CO3.3K shares0.30%2025-09-302025-11-13 SMCI SUPER MICRO COMPUTER INC4.9K shares8.94%2025-09-302025-11-13 BUFS FIRST TR EXCHNG TRADED FD VI10.4K sharesnew addition2025-09-302025-11-13 EXLS EXLSERVICE HOLDINGS INC5.3K shares0.27%2025-09-302025-11-13 IAU ISHARES GOLD TR3.2K shares-15.79%2025-09-302025-11-13 TMSL T ROWE PRICE ETF INC6.5K sharesnew addition2025-09-302025-11-13 PTC PTC INC1.1K sharesnew addition2025-09-302025-11-13 RACE FERRARI N V472 shares-3.67%2025-09-302025-11-13 COP CONOCOPHILLIPS2.4K shares3.76%2025-09-302025-11-13 BOND PIMCO ETF TR2.4K shares0.04%2025-09-302025-11-13 CACI CACI INTL INC448 shares0.67%2025-09-302025-11-13 ABNB AIRBNB INC1.8K sharesnew addition2025-09-302025-11-13 AUB ATLANTIC UN BANKSHARES CORP6.2K sharesnew addition2025-09-302025-11-13 DDEC FIRST TR EXCHNG TRADED FD VI5.0K shares0.00%2025-09-302025-11-13 RSP INVESCO EXCHANGE TRADED FD T1.1K shares-92.45%2025-09-302025-11-13 DFAW DIMENSIONAL ETF TRUST3.0K sharesnew addition2025-09-302025-11-13 MUNI PIMCO ETF TR4.1K shares-77.04%2025-09-302025-11-13 CFR CULLEN FROST BANKERS INC1.7K shares0.54%2025-09-302025-11-13 GPN GLOBAL PMTS INC2.5K sharesnew addition2025-09-302025-11-13 VCSH VANGUARD SCOTTSDALE FDS2.6K shares0.00%2025-09-302025-11-13 MNST MONSTER BEVERAGE CORP NEW3.1K shares-19.76%2025-09-302025-11-13 SLI STANDARD LITHIUM LTD62.2K shares5.43%2025-09-302025-11-13 TPYP TORTOISE CAPITAL SERIES TRUS5.6K shares-0.71%2025-09-302025-11-13 HOOD ROBINHOOD MKTS INC1.4K sharesnew addition2025-09-302025-11-13 ICFI ICF INTL INC2.2K sharesnew addition2025-09-302025-11-13 TGT TARGET CORP2.3K shares-41.93%2025-09-302025-11-13 DTE DTE ENERGY CO1.4K sharesnew addition2025-09-302025-11-13 SIGI SELECTIVE INS GROUP INC2.5K shares-0.08%2025-09-302025-11-13 CTA SIMPLIFY EXCHANGE TRADED FUN7.2K sharesnew addition2025-09-302025-11-13 FSCO FS CREDIT OPPORTUNITIES CORP28.8K shares0.00%2025-09-302025-11-13 WEST WESTROCK COFFEE CO38.9K shares7.74%2025-09-302025-11-13 PR PERMIAN RESOURCES CORP12.5K shares0.76%2025-09-302025-11-13 WOOF PETCO HEALTH & WELLNESS CO I34.8K shares0.00%2025-09-302025-11-13 LAC LITHIUM AMERS CORP NEW17.6K sharesnew addition2025-09-302025-11-13 CAPR CAPRICOR THERAPEUTICS INC12.0K sharesnew addition2025-09-302025-11-13 EVGO EVGO INC14.5K shares0.00%2025-09-302025-11-13 LAR LITHIUM ARGENTINA AG11.3K sharesnew addition2025-09-302025-11-13 BTBT BIT DIGITAL INC10.0K sharesnew addition2025-09-302025-11-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available