The Analysis of Legacy Wealth Managment, LLC/ID's Holdings


Currently, Legacy Wealth Managment, LLC/ID holds 774 types of securities in its portfolio with a total value $221.0M. In the most recent quarter, they have increased their positions in ORCL (+22.7K shares, valued at $6.4M), FMAY (+81.4K shares, valued at $4.3M), NEOV (+932.2K shares, valued at $4.2M); decreased their positions in ETHU (-77.3K shares, valued at $10.0M), UCON (-201.3K shares, valued at $5.1M), BITO (-214.3K shares, valued at $4.2M); initiated new positions in FMAY (+81.4K shares, valued at $4.3M), YGLD (+97.8K shares, valued at $4.0M), VNOM (+85.9K shares, valued at $3.3M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
STEX STREAMEX CORP7.5M shares9.92%2025-09-302025-11-12history
NEOV NEOVOLTA INC5.5M shares20.41%2025-09-302025-11-12history
BIL SPDR SERIES TRUST75.8K shares-9.65%2025-09-302025-11-12history
ORCL ORACLE CORP23.2K shares4601.01%2025-09-302025-11-12history
BUFR FIRST TR EXCHNG TRADED FD VI180.1K shares163.60%2025-09-302025-11-12history
BITO PROSHARES TR296.4K shares-41.95%2025-09-302025-11-12history
ECC EAGLE POINT CREDIT COMPANY I853.6K shares67.99%2025-09-302025-11-12history
ICSH ISHARES TR105.2K shares6.35%2025-09-302025-11-12history
Sponsored
FSK FS KKR CAP CORP287.1K shares70.46%2025-09-302025-11-12history
FMAY FIRST TR EXCHNG TRADED FD VI81.4K sharesnew addition2025-09-302025-11-12history
YGLD SIMPLIFY EXCHANGE TRADED FUN97.8K sharesnew addition2025-09-302025-11-12history
FTSM FIRST TR EXCHANGE-TRADED FD62.6K shares540.03%2025-09-302025-11-12history
CION CION INVT CORP360.9K shares4580.88%2025-09-302025-11-12history
VNOM VIPER ENERGY INC85.9K sharesnew addition2025-09-302025-11-12history
BUFD FIRST TR EXCHNG TRADED FD VI112.0K shares5.11%2025-09-302025-11-12history
GBIL GOLDMAN SACHS ETF TR30.8K shares34.83%2025-09-302025-11-12history
Sponsored
ETHU VOLATILITY SHS TR23.4K shares-76.76%2025-09-302025-11-12history
BUFQ FIRST TR EXCHNG TRADED FD VI74.6K shares4.46%2025-09-302025-11-12history
MSTR STRATEGY INC7.5K shares9.85%2025-09-302025-11-12history
QMMY FIRST TR EXCHNG TRADED FD VI86.4K sharesnew addition2025-09-302025-11-12history
JCPB J P MORGAN EXCHANGE TRADED F42.9K shares-8.64%2025-09-302025-11-12history
BUFT FIRST TR EXCHNG TRADED FD VI82.9K shares3.57%2025-09-302025-11-12history
JBND J P MORGAN EXCHANGE TRADED F36.9K shares-10.89%2025-09-302025-11-12history
SVOL SIMPLIFY EXCHANGE TRADED FUN107.9K shares-33.89%2025-09-302025-11-12history
Sponsored
HIGH SIMPLIFY EXCHANGE TRADED FUN83.0K shares-54.33%2025-09-302025-11-12history
UCON FIRST TR EXCHNG TRADED FD VI75.6K shares-72.69%2025-09-302025-11-12history
MSIF MSC INCOME FUND INC140.8K sharesnew addition2025-09-302025-11-12history
IEF ISHARES TR18.1K shares25.92%2025-09-302025-11-12history
FTGS FIRST TR EXCHANGE-TRADED FD48.5K shares16.56%2025-09-302025-11-12history
RDVY FIRST TR EXCHANGE TRADED FD25.7K shares18.37%2025-09-302025-11-12history
FTSL FIRST TR EXCHANGE-TRADED FD37.5K shares4.48%2025-09-302025-11-12history
DGRW WISDOMTREE TR17.6K shares17.41%2025-09-302025-11-12history
Sponsored
FLRT PACER FDS TR32.8K shares10.75%2025-09-302025-11-12history
HELO J P MORGAN EXCHANGE TRADED F23.5K shares5.48%2025-09-302025-11-12history
GDX VANECK ETF TRUST20.0K shares6552.00%2025-09-302025-11-12history
QLD PROSHARES TR11.0K shares-32.24%2025-09-302025-11-12history
IVV ISHARES TR2.2K shares22.14%2025-09-302025-11-12history
SHV ISHARES TR13.2K shares49.07%2025-09-302025-11-12history
DUOL DUOLINGO INC4.5K shares0.00%2025-09-302025-11-12history
QJUN FIRST TR EXCHNG TRADED FD VI43.1K shares1576.11%2025-09-302025-11-12history
Sponsored
CALAMOS ETF TR CALAMOS ETF TR49.3K shares-10.99%2025-09-302025-11-12history
GSY INVESCO ACTIVELY MANAGED EXC25.4K shares9.08%2025-09-302025-11-12history
SSO PROSHARES TR11.1K shares-36.22%2025-09-302025-11-12history
GLD SPDR GOLD TR3.5K shares1734.21%2025-09-302025-11-12history
RSBA TIDAL TRUST II55.7K sharesnew addition2025-09-302025-11-12history
VTI VANGUARD INDEX FDS3.1K shares-11.87%2025-09-302025-11-12history
AAPL APPLE INC4.0K shares-12.14%2025-09-302025-11-12history
NVDA NVIDIA CORPORATION5.4K shares3.56%2025-09-302025-11-12history
Sponsored
AMZN AMAZON COM INC4.4K shares7.94%2025-09-302025-11-12history
FJUL FIRST TR EXCHNG TRADED FD VI17.0K sharesnew addition2025-09-302025-11-12history
QCJL FIRST TR EXCHNG TRADED FD VI37.8K sharesnew addition2025-09-302025-11-12history
RDVI FIRST TR EXCHANGE-TRADED FD30.9K shares12.19%2025-09-302025-11-12history
BUFZ FIRST TR EXCHNG TRADED FD VI28.9K shares-4.72%2025-09-302025-11-12history
FTHI FIRST TR EXCHANGE TRADED FD31.4K shares9.64%2025-09-302025-11-12history
IBIT ISHARES BITCOIN TRUST ETF11.4K shares1045.82%2025-09-302025-11-12history
CIBR FIRST TR EXCHANGE TRADED FD9.3K shares13.78%2025-09-302025-11-12history
Sponsored
RAVI FLEXSHARES TR9.4K shares596.43%2025-09-302025-11-12history
QPX ADVISORSHARES TR16.2K shares-15.67%2025-09-302025-11-12history
GRID FIRST TR EXCHANGE TRADED FD4.3K shares13.48%2025-09-302025-11-12history
KNG FIRST TR EXCHANGE-TRADED FD12.9K shares7.30%2025-09-302025-11-12history
BUCK SIMPLIFY EXCHANGE TRADED FUN25.8K shares16.31%2025-09-302025-11-12history
AIRR FIRST TR EXCHANGE TRADED FD6.2K shares13.75%2025-09-302025-11-12history
AGGH SIMPLIFY EXCHANGE TRADED FUN28.7K shares6.05%2025-09-302025-11-12history
FTXL FIRST TR EXCHANGE TRADED FD5.3K shares15.23%2025-09-302025-11-12history
Sponsored
MSFT MICROSOFT CORP1.1K shares1.82%2025-09-302025-11-12history
DEA EASTERLY GOVT PPTYS INC23.6K shares12.60%2025-09-302025-11-12history
MGV VANGUARD WORLD FD3.8K shares12.85%2025-09-302025-11-12history
EIPX FIRST TR EXCHANGE-TRADED FD18.3K shares12.45%2025-09-302025-11-12history
PULS PGIM ETF TR9.0K shares911.04%2025-09-302025-11-12history
COST COSTCO WHSL CORP NEW472 shares11.58%2025-09-302025-11-12history
QIS SIMPLIFY EXCHANGE TRADED FUN22.7K shares18.97%2025-09-302025-11-12history
TSLA TESLA INC937 shares-18.66%2025-09-302025-11-12history
Sponsored
AGG ISHARES TR4.0K shares-9.93%2025-09-302025-11-12history
AOA ISHARES TR4.6K sharesnew addition2025-09-302025-11-12history
QQQ INVESCO QQQ TR662 sharesnew addition2025-09-302025-11-12history
IJH ISHARES TR5.1K shares10.08%2025-09-302025-11-12history
BRK.B BERKSHIRE HATHAWAY INC DEL645 shares129.54%2025-09-302025-11-12history
NXDT NEXPOINT DIVERSIFIED REL ET87.5K shares6.71%2025-09-302025-11-12history
MGK VANGUARD WORLD FD762 shares0.00%2025-09-302025-11-12history
JSCP J P MORGAN EXCHANGE TRADED F6.3K shares2.22%2025-09-302025-11-12history
Sponsored
GOOGL ALPHABET INC1.1K shares25.79%2025-09-302025-11-12history
XOM EXXON MOBIL CORP2.3K shares-2.98%2025-09-302025-11-12history
DSTL ETF SER SOLUTIONS4.5K shares-16.85%2025-09-302025-11-12history
DSMC ETF SER SOLUTIONS7.3K shares-21.38%2025-09-302025-11-12history
SBAR SIMPLIFY EXCHANGE TRADED FUN9.9K shares61.02%2025-09-302025-11-12history
SGOV ISHARES TR2.5K shares-26.49%2025-09-302025-11-12history
UNH UNITEDHEALTH GROUP INC721 shares41.93%2025-09-302025-11-12history
FLNG FLEX LNG LTD9.1K shares7.50%2025-09-302025-11-12history
Sponsored
GBTC GRAYSCALE BITCOIN TRUST ETF2.5K shares16.96%2025-09-302025-11-12history
SPDW SPDR INDEX SHS FDS5.0K shares-2.48%2025-09-302025-11-12history
IWF ISHARES TR423 shares-9.03%2025-09-302025-11-12history
PH PARKER-HANNIFIN CORP252 shares0.00%2025-09-302025-11-12history
GOOG ALPHABET INC756 shares-16.56%2025-09-302025-11-12history
AVGO BROADCOM INC534 shares4.71%2025-09-302025-11-12history
FIRST TR EXCHNG TRADED FD VI FIRST TR EXCHNG TRADED FD VI5.4K shares2.30%2025-09-302025-11-12history
BND VANGUARD BD INDEX FDS2.3K shares-2.32%2025-09-302025-11-12history
Sponsored
BP BP PLC5.0K shares0.00%2025-09-302025-11-12history
RSST TIDAL TRUST II6.4K sharesnew addition2025-09-302025-11-12history
SPYM SPDR SERIES TRUST2.1K shares190.40%2025-09-302025-11-12history
IJR ISHARES TR1.4K shares2.19%2025-09-302025-11-12history
ICOW PACER FDS TR4.2K shares0.50%2025-09-302025-11-12history
PLTR PALANTIR TECHNOLOGIES INC833 shares-10.62%2025-09-302025-11-12history
CRGY CRESCENT ENERGY COMPANY17.0K shares6.23%2025-09-302025-11-12history
IVE ISHARES TR728 sharesnew addition2025-09-302025-11-12history
Sponsored
USFR WISDOMTREE TR2.9K shares0.48%2025-09-302025-11-12history
BALT INNOVATOR ETFS TRUST4.4K shares77.91%2025-09-302025-11-12history
FIP FTAI INFRASTRUCTURE INC33.1K shares0.00%2025-09-302025-11-12history
TBIL RBB FD INC2.8K shares0.00%2025-09-302025-11-12history
JPIE J P MORGAN EXCHANGE TRADED F3.0K shares-8.38%2025-09-302025-11-12history
TFLO ISHARES TR2.7K shares0.00%2025-09-302025-11-12history
COWZ PACER FDS TR2.4K shares-6.71%2025-09-302025-11-12history
IEMG ISHARES INC2.0K shares21.36%2025-09-302025-11-12history
Sponsored
TSM TAIWAN SEMICONDUCTOR MFG LTD469 shares11.40%2025-09-302025-11-12history
SPY SPDR S&P 500 ETF TR187 shares0.00%2025-09-302025-11-12history
JPM JPMORGAN CHASE & CO.388 shares-2.02%2025-09-302025-11-12history
CALF PACER FDS TR2.8K shares-1.74%2025-09-302025-11-12history
XLK SELECT SECTOR SPDR TR430 shares-4.44%2025-09-302025-11-12history
PR PERMIAN RESOURCES CORP9.4K shares-0.09%2025-09-302025-11-12history
META META PLATFORMS INC154 shares-2.53%2025-09-302025-11-12history
APA APA CORPORATION4.6K shares4.12%2025-09-302025-11-12history
Sponsored
VEA VANGUARD TAX-MANAGED FDS1.8K shares-16.30%2025-09-302025-11-12history
TQQQ PROSHARES TR1.0K shares-17.85%2025-09-302025-11-12history
QQQM INVESCO EXCH TRADED FD TR II430 shares-14.00%2025-09-302025-11-12history
CAPE DOUBLELINE ETF TRUST3.2K shares0.35%2025-09-302025-11-12history
BDVL BLACKROCK ETF TRUST4.1K sharesnew addition2025-09-302025-11-12history
SOFI SOFI TECHNOLOGIES INC3.7K shares11.37%2025-09-302025-11-12history
UPRO PROSHARES TR828 shares18.29%2025-09-302025-11-12history
IEFA ISHARES TR1.1K shares0.00%2025-09-302025-11-12history
Sponsored
SPUU DIREXION SHS ETF TR513 shares6.43%2025-09-302025-11-12history
DUSB DIMENSIONAL ETF TRUST1.8K shares0.00%2025-09-302025-11-12history
CBXJ CALAMOS ETF TR3.2K shares-41.49%2025-09-302025-11-12history
ETN EATON CORP PLC238 shares-4.42%2025-09-302025-11-12history
V VISA INC254 shares-1.55%2025-09-302025-11-12history
SM SM ENERGY CO3.4K shares3.79%2025-09-302025-11-12history
IWB ISHARES TR232 shares0.00%2025-09-302025-11-12history
BIV VANGUARD BD INDEX FDS1.1K shares-10.20%2025-09-302025-11-12history
Sponsored
VTV VANGUARD INDEX FDS447 shares-34.07%2025-09-302025-11-12history
ASML ASML HOLDING N V81 shares-7.95%2025-09-302025-11-12history
VXUS VANGUARD STAR FDS1.1K sharesnew addition2025-09-302025-11-12history
INTU INTUIT108 shares0.00%2025-09-302025-11-12history
CTRA COTERRA ENERGY INC2.9K shares13.25%2025-09-302025-11-12history
AMD ADVANCED MICRO DEVICES INC413 shares1.98%2025-09-302025-11-12history
HDV ISHARES TR542 shares0.00%2025-09-302025-11-12history
DIA SPDR DOW JONES INDL AVERAGE143 shares-26.29%2025-09-302025-11-12history
Sponsored
SPMO INVESCO EXCH TRADED FD TR II547 shares-6.66%2025-09-302025-11-12history
CIVI CIVITAS RESOURCES INC2.0K shares5.27%2025-09-302025-11-12history
JEPI J P MORGAN EXCHANGE TRADED F1.1K shares2.39%2025-09-302025-11-12history
DVN DEVON ENERGY CORP NEW1.8K shares-14.36%2025-09-302025-11-12history
CFG CITIZENS FINL GROUP INC1.2K shares0.00%2025-09-302025-11-12history
VMBS VANGUARD SCOTTSDALE FDS1.3K shares85.40%2025-09-302025-11-12history
MKZR MACKENZIE RLTY CAP INC12.2K sharesnew addition2025-09-302025-11-12history
KRP KIMBELL RTY PARTNERS LP4.4K shares8.95%2025-09-302025-11-12history
Sponsored
MU MICRON TECHNOLOGY INC352 shares208.77%2025-09-302025-11-12history
ITA ISHARES TR278 sharesnew addition2025-09-302025-11-12history
VUG VANGUARD INDEX FDS120 shares-20.53%2025-09-302025-11-12history
MA MASTERCARD INCORPORATED101 shares-3.81%2025-09-302025-11-12history
SLYG SPDR SERIES TRUST598 shares226.78%2025-09-302025-11-12history
CLS CELESTICA INC227 shares-54.05%2025-09-302025-11-12history
ITEQ AMPLIFY ETF TR953 shares0.00%2025-09-302025-11-12history
SPMD SPDR SERIES TRUST975 shares-4.13%2025-09-302025-11-12history
Sponsored
PEG PUBLIC SVC ENTERPRISE GRP IN666 shares0.00%2025-09-302025-11-12history
USCF ETF TR USCF ETF TR1.4K shares-98.70%2025-09-302025-11-12history
CHAT TIDAL TRUST II893 shares0.00%2025-09-302025-11-12history
MSTY TIDAL TRUST II3.9K shares-67.43%2025-09-302025-11-12history
VOO VANGUARD INDEX FDS89 shares-7.29%2025-09-302025-11-12history
OKE ONEOK INC NEW742 shares-0.40%2025-09-302025-11-12history
NI NISOURCE INC1.2K shares-3.48%2025-09-302025-11-12history
CPRO CALAMOS ETF TR2.0K shares0.00%2025-09-302025-11-12history
Sponsored
VONV VANGUARD SCOTTSDALE FDS575 shares0.00%2025-09-302025-11-12history
ETHE GRAYSCALE ETHEREUM TRUST ETF1.5K shares0.00%2025-09-302025-11-12history
CPSL CALAMOS ETF TR1.9K shares0.00%2025-09-302025-11-12history
WMT WALMART INC496 shares-1.78%2025-09-302025-11-12history
REAX THE REAL BROKERAGE INC11.8K sharesnew addition2025-09-302025-11-12history
VOE VANGUARD INDEX FDS281 shares0.00%2025-09-302025-11-12history
DIS DISNEY WALT CO413 shares-3.50%2025-09-302025-11-12history
MAGS LISTED FDS TR704 shares0.00%2025-09-302025-11-12history
Sponsored
C CITIGROUP INC449 shares0.00%2025-09-302025-11-12history
JMOM J P MORGAN EXCHANGE TRADED F669 shares0.00%2025-09-302025-11-12history
TT TRANE TECHNOLOGIES PLC107 shares-82.96%2025-09-302025-11-12history
NREF NEXPOINT REAL ESTATE FIN INC3.2K shares77.90%2025-09-302025-11-12history
NXPI NXP SEMICONDUCTORS N V196 shares0.00%2025-09-302025-11-12history
CTAS CINTAS CORP216 shares0.00%2025-09-302025-11-12history
LMT LOCKHEED MARTIN CORP88 shares214.29%2025-09-302025-11-12history
BCE BCE INC1.9K shares0.00%2025-09-302025-11-12history
Sponsored
PHYS SPROTT ASSET MANAGEMENT LP1.4K shares2.48%2025-09-302025-11-12history
USB US BANCORP DEL882 shares0.00%2025-09-302025-11-12history
QUAL ISHARES TR218 shares0.00%2025-09-302025-11-12history
RF REGIONS FINANCIAL CORP NEW1.6K shares0.00%2025-09-302025-11-12history
SIL GLOBAL X FDS587 shares74.18%2025-09-302025-11-12history
UBER UBER TECHNOLOGIES INC427 shares-9.53%2025-09-302025-11-12history
HCA HCA HEALTHCARE INC98 shares-40.61%2025-09-302025-11-12history
PWR QUANTA SVCS INC99 shares0.00%2025-09-302025-11-12history
Sponsored
IBM INTERNATIONAL BUSINESS MACHS145 shares-1.36%2025-09-302025-11-12history
OUNZ VANECK MERK GOLD ETF1.1K shares0.00%2025-09-302025-11-12history
PRPL PURPLE INNOVATION INC43.6K shares52.24%2025-09-302025-11-12history
MCD MCDONALDS CORP131 shares54.12%2025-09-302025-11-12history
BA BOEING CO184 shares0.00%2025-09-302025-11-12history
EWJ ISHARES INC495 shares198.19%2025-09-302025-11-12history
SCIO FIRST TR EXCHANGE-TRADED FD1.9K shares11.27%2025-09-302025-11-12history
GOVT ISHARES TR1.7K shares662.50%2025-09-302025-11-12history
Sponsored
TMUS T-MOBILE US INC164 shares0.00%2025-09-302025-11-12history
MPWR MONOLITHIC PWR SYS INC42 shares600.00%2025-09-302025-11-12history
CGGR CAPITAL GROUP GROWTH ETF878 shares6171.43%2025-09-302025-11-12history
EIPI FIRST TR EXCHNG TRADED FD VI1.9K shares0.00%2025-09-302025-11-12history
TJX TJX COS INC NEW256 shares0.00%2025-09-302025-11-12history
KLAC KLA CORP34 shares0.00%2025-09-302025-11-12history
HD HOME DEPOT INC89 shares-7.29%2025-09-302025-11-12history
DTE DTE ENERGY CO255 shares-3.77%2025-09-302025-11-12history
Sponsored
MO ALTRIA GROUP INC535 shares0.94%2025-09-302025-11-12history
SPYV SPDR SERIES TRUST638 shares-7.27%2025-09-302025-11-12history
VCSH VANGUARD SCOTTSDALE FDS441 sharesnew addition2025-09-302025-11-12history
WMB WILLIAMS COS INC555 shares0.36%2025-09-302025-11-12history
ETR ENTERGY CORP NEW374 shares0.00%2025-09-302025-11-12history
IWS ISHARES TR249 shares0.00%2025-09-302025-11-12history
IDEV ISHARES TR430 shares0.00%2025-09-302025-11-12history
FITB FIFTH THIRD BANCORP767 shares0.00%2025-09-302025-11-12history
Sponsored
T AT&T INC1.2K shares9.34%2025-09-302025-11-12history
VEEV VEEVA SYS INC113 shares2.73%2025-09-302025-11-12history
HFRO HIGHLAND OPPS & INCOME FD5.2K shares-0.63%2025-09-302025-11-12history
IDA IDACORP INC243 shares0.00%2025-09-302025-11-12history
NEOVW NEOVOLTA INC16.0K shares-11.92%2025-09-302025-11-12history
VZ VERIZON COMMUNICATIONS INC726 shares-14.18%2025-09-302025-11-12history
NVS NOVARTIS AG245 shares0.00%2025-09-302025-11-12history
ZIM ZIM INTEGRATED SHIPPING SERV2.3K shares43.75%2025-09-302025-11-12history
Sponsored
JPST J P MORGAN EXCHANGE TRADED F609 shares745.83%2025-09-302025-11-12history
COF CAPITAL ONE FINL CORP142 shares0.00%2025-09-302025-11-12history
DUK DUKE ENERGY CORP NEW240 shares0.00%2025-09-302025-11-12history
FDN FIRST TR EXCHANGE-TRADED FD106 sharesnew addition2025-09-302025-11-12history
XLE SELECT SECTOR SPDR TR329 shares97.01%2025-09-302025-11-12history
UNM UNUM GROUP370 shares0.00%2025-09-302025-11-12history
BMNR BITMINE IMMERSION TECNOLOGIE550 sharesnew addition2025-09-302025-11-12history
SGDM SPROTT ETF TRUST460 shares0.00%2025-09-302025-11-12history
Sponsored
CAT CATERPILLAR INC59 shares0.00%2025-09-302025-11-12history
MINT PIMCO ETF TR278 sharesnew addition2025-09-302025-11-12history
INTC INTEL CORP832 shares64.75%2025-09-302025-11-12history
AMGN AMGEN INC96 shares0.00%2025-09-302025-11-12history
AMT AMERICAN TOWER CORP NEW140 shares0.00%2025-09-302025-11-12history
DSL DOUBLELINE INCOME SOLUTIONS2.2K sharesnew addition2025-09-302025-11-12history
LUMN LUMEN TECHNOLOGIES INC4.3K shares0.00%2025-09-302025-11-12history
MTUM ISHARES TR101 shares0.00%2025-09-302025-11-12history
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IEUR ISHARES TR367 shares0.00%2025-09-302025-11-12history
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XME SPDR SERIES TRUST250 shares0.00%2025-09-302025-11-12history
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CINF CINCINNATI FINL CORP137 shares0.00%2025-09-302025-11-12history
RRC RANGE RES CORP569 shares-0.70%2025-09-302025-11-12history
SILA SILA REALTY TRUST INC828 shares0.00%2025-09-302025-11-12history
XSD SPDR SERIES TRUST65 sharesnew addition2025-09-302025-11-12history
PCEF INVESCO EXCH TRADED FD TR II1.0K sharesnew addition2025-09-302025-11-12history
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ANET ARISTA NETWORKS INC140 shares3.70%2025-09-302025-11-12history
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EQX EQUINOX GOLD CORP1.8K shares0.00%2025-09-302025-11-12history
CRK COMSTOCK RES INC1.0K shares-1.26%2025-09-302025-11-12history
TYA SIMPLIFY EXCHANGE TRADED FUN1.4K sharesnew addition2025-09-302025-11-12history
IWP ISHARES TR137 shares10.48%2025-09-302025-11-12history
EOG EOG RES INC172 shares0.00%2025-09-302025-11-12history
BNDX VANGUARD CHARLOTTE FDS384 shares0.00%2025-09-302025-11-12history
CSCO CISCO SYS INC277 shares-30.75%2025-09-302025-11-12history
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BDX BECTON DICKINSON & CO100 shares100.00%2025-09-302025-11-12history
NOG NORTHERN OIL & GAS INC751 shares0.67%2025-09-302025-11-12history
ROP ROPER TECHNOLOGIES INC37 shares0.00%2025-09-302025-11-12history
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CRM SALESFORCE INC74 shares-5.13%2025-09-302025-11-12history
O REALTY INCOME CORP288 shares44.00%2025-09-302025-11-12history
EQT EQT CORP318 shares0.63%2025-09-302025-11-12history
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CSX CSX CORP477 shares0.00%2025-09-302025-11-12history
ADBE ADOBE INC48 shares0.00%2025-09-302025-11-12history
VBR VANGUARD INDEX FDS81 shares-2.41%2025-09-302025-11-12history
AXP AMERICAN EXPRESS CO50 shares0.00%2025-09-302025-11-12history
DBX ETF TR DBX ETF TR601 shares0.00%2025-09-302025-11-12history
WSO WATSCO INC40 shares0.00%2025-09-302025-11-12history
PANW PALO ALTO NETWORKS INC79 shares0.00%2025-09-302025-11-12history
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VLO VALERO ENERGY CORP93 shares0.00%2025-09-302025-11-12history
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LOW LOWES COS INC61 shares-23.75%2025-09-302025-11-12history
VWO VANGUARD INTL EQUITY INDEX F282 shares-32.05%2025-09-302025-11-12history
CEG CONSTELLATION ENERGY CORP46 shares24.32%2025-09-302025-11-12history
CAIE CALAMOS ETF TR551 shares6787.50%2025-09-302025-11-12history
APP APPLOVIN CORP21 shares23.53%2025-09-302025-11-12history
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RWL INVESCO EXCH TRADED FD TR II135 sharesnew addition2025-09-302025-11-12history
SNPS SYNOPSYS INC30 shares-23.08%2025-09-302025-11-12history
SPGI S&P GLOBAL INC30 shares0.00%2025-09-302025-11-12history
ABBV ABBVIE INC63 shares8.62%2025-09-302025-11-12history
SMCI SUPER MICRO COMPUTER INC300 shares0.00%2025-09-302025-11-12history
PPLT ABRDN PLATINUM ETF TRUST100 shares0.00%2025-09-302025-11-12history
HPQ HP INC523 shares0.00%2025-09-302025-11-12history
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AMLP ALPS ETF TR301 sharesnew addition2025-09-302025-11-12history
NEE NEXTERA ENERGY INC186 shares0.00%2025-09-302025-11-12history
PG PROCTER AND GAMBLE CO91 shares-9.90%2025-09-302025-11-12history
ET ENERGY TRANSFER L P800 shares100.00%2025-09-302025-11-12history
XLY SELECT SECTOR SPDR TR57 shares307.14%2025-09-302025-11-12history
APD AIR PRODS & CHEMS INC50 shares0.00%2025-09-302025-11-12history
AVDV AMERICAN CENTY ETF TR153 shares-3.16%2025-09-302025-11-12history
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OMC OMNICOM GROUP INC158 shares172.41%2025-09-302025-11-12history
CRWD CROWDSTRIKE HLDGS INC26 shares0.00%2025-09-302025-11-12history
KNOV INNOVATOR ETFS TRUST458 shares0.00%2025-09-302025-11-12history
VOT VANGUARD INDEX FDS43 shares0.00%2025-09-302025-11-12history
LGOV FIRST TR EXCHANGE-TRADED FD566 shares0.00%2025-09-302025-11-12history
ADI ANALOG DEVICES INC50 shares0.00%2025-09-302025-11-12history
IWR ISHARES TR126 shares-69.27%2025-09-302025-11-12history
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VNQ VANGUARD INDEX FDS133 shares118.03%2025-09-302025-11-12history
PEP PEPSICO INC86 shares0.00%2025-09-302025-11-12history
KCE SPDR SERIES TRUST77 shares0.00%2025-09-302025-11-12history
XLF SELECT SECTOR SPDR TR214 shares328.00%2025-09-302025-11-12history
IWO ISHARES TR36 shares0.00%2025-09-302025-11-12history
SPHQ INVESCO EXCHANGE TRADED FD T157 shares-37.20%2025-09-302025-11-12history
SPOT SPOTIFY TECHNOLOGY S A16 shares0.00%2025-09-302025-11-12history
VO VANGUARD INDEX FDS38 shares-2.56%2025-09-302025-11-12history
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XLU SELECT SECTOR SPDR TR127 shares504.76%2025-09-302025-11-12history
AGZ ISHARES TR100 sharesnew addition2025-09-302025-11-12history
UTHR UNITED THERAPEUTICS CORP DEL26 shares0.00%2025-09-302025-11-12history
CDNS CADENCE DESIGN SYSTEM INC31 shares-13.89%2025-09-302025-11-12history
BAM BROOKFIELD ASSET MANAGMT LTD190 shares0.00%2025-09-302025-11-12history
TGT TARGET CORP120 shares-15.49%2025-09-302025-11-12history
SPHB INVESCO EXCH TRADED FD TR II97 shares0.00%2025-09-302025-11-12history
ICVT ISHARES TR106 shares0.00%2025-09-302025-11-12history
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UL UNILEVER PLC175 shares0.00%2025-09-302025-11-12history
IGIB ISHARES TR191 shares0.00%2025-09-302025-11-12history
LAZ LAZARD INC195 shares0.00%2025-09-302025-11-12history
FUBO FUBOTV INC2.4K shares0.00%2025-09-302025-11-12history
NLY ANNALY CAPITAL MANAGEMENT IN500 shares0.00%2025-09-302025-11-12history
DFAS DIMENSIONAL ETF TRUST147 shares0.00%2025-09-302025-11-12history
DFAE DIMENSIONAL ETF TRUST319 sharesnew addition2025-09-302025-11-12history
PSEC PROSPECT CAP CORP3.6K shares469.48%2025-09-302025-11-12history
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VBK VANGUARD INDEX FDS33 shares0.00%2025-09-302025-11-12history
TGTX TG THERAPEUTICS INC270 shares0.00%2025-09-302025-11-12history
MTG MGIC INVT CORP WIS343 shares0.00%2025-09-302025-11-12history
JOBY JOBY AVIATION INC600 sharesnew addition2025-09-302025-11-12history
PFX PHENIXFIN CORP200 shares0.00%2025-09-302025-11-12history
AVUV AMERICAN CENTY ETF TR95 shares-43.45%2025-09-302025-11-12history
MELI MERCADOLIBRE INC4 shares0.00%2025-09-302025-11-12history
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PFE PFIZER INC352 shares15.41%2025-09-302025-11-12history
BBJP J P MORGAN EXCHANGE TRADED F135 shares0.00%2025-09-302025-11-12history
EMB ISHARES TR94 shares394.74%2025-09-302025-11-12history
VEU VANGUARD INTL EQUITY INDEX F125 shares0.00%2025-09-302025-11-12history
VCIT VANGUARD SCOTTSDALE FDS106 shares0.00%2025-09-302025-11-12history
JXN JACKSON FINANCIAL INC88 shares0.00%2025-09-302025-11-12history
SIVR ABRDN SILVER ETF TRUST200 sharesnew addition2025-09-302025-11-12history
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FANG DIAMONDBACK ENERGY INC61 shares1.67%2025-09-302025-11-12history
AEP AMERICAN ELEC PWR CO INC77 sharesnew addition2025-09-302025-11-12history
AR ANTERO RESOURCES CORP258 shares1.18%2025-09-302025-11-12history
COIN COINBASE GLOBAL INC25 shares-3.85%2025-09-302025-11-12history
HALO HALOZYME THERAPEUTICS INC115 shares0.00%2025-09-302025-11-12history
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SPXV PROSHARES TR110 shares0.00%2025-09-302025-11-12history
ABT ABBOTT LABS60 shares-22.08%2025-09-302025-11-12history
XSMO INVESCO EXCHANGE TRADED FD T108 shares-91.32%2025-09-302025-11-12history
HSBC HSBC HLDGS PLC111 shares-22.92%2025-09-302025-11-12history
CMCSA COMCAST CORP NEW247 shares425.53%2025-09-302025-11-12history
BFEB INNOVATOR ETFS TRUST163 shares-1.21%2025-09-302025-11-12history
BBCA J P MORGAN EXCHANGE TRADED F88 shares0.00%2025-09-302025-11-12history
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IWN ISHARES TR43 sharesnew addition2025-09-302025-11-12history
BEN FRANKLIN RESOURCES INC328 shares0.00%2025-09-302025-11-12history
SPLV INVESCO EXCH TRADED FD TR II102 shares-21.54%2025-09-302025-11-12history
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UPS UNITED PARCEL SERVICE INC88 sharesnew addition2025-09-302025-11-12history
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AXON AXON ENTERPRISE INC10 shares233.33%2025-09-302025-11-12history
GS GOLDMAN SACHS GROUP INC9 shares-30.77%2025-09-302025-11-12history
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CI THE CIGNA GROUP24 shares0.00%2025-09-302025-11-12history
TWO TWO HBRS INVT CORP700 shares0.00%2025-09-302025-11-12history
XLP SELECT SECTOR SPDR TR86 shares218.52%2025-09-302025-11-12history
EMQQ EXCHANGE TRADED CONCEPTS TRU144 sharesnew addition2025-09-302025-11-12history
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NFLX NETFLIX INC5 shares-78.26%2025-09-302025-11-12history
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ETH GRAYSCALE ETHEREUM MINI TR E163 shares0.00%2025-09-302025-11-12history
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NVO NOVO-NORDISK A S109 shares0.00%2025-09-302025-11-12history
SPGM SPDR INDEX SHS FDS80 shares0.00%2025-09-302025-11-12history
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VVX V2X INC100 shares0.00%2025-09-302025-11-12history
XLC SELECT SECTOR SPDR TR49 shares-51.49%2025-09-302025-11-12history
APLD APPLIED DIGITAL CORP250 shares0.00%2025-09-302025-11-12history
ACGL ARCH CAP GROUP LTD63 shares0.00%2025-09-302025-11-12history
TROW PRICE T ROWE GROUP INC55 shares0.00%2025-09-302025-11-12history
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GROY GOLD ROYALTY CORP1.4K shares0.00%2025-09-302025-11-12history
SOUN SOUNDHOUND AI INC336 sharesnew addition2025-09-302025-11-12history
DYNF BLACKROCK ETF TRUST91 sharesnew addition2025-09-302025-11-12history
SHOP SHOPIFY INC36 shares125.00%2025-09-302025-11-12history
PRDO PERDOCEO ED CORP142 shares0.00%2025-09-302025-11-12history
LLY ELI LILLY & CO7 shares0.00%2025-09-302025-11-12history
RCMT RCM TECHNOLOGIES INC200 shares0.00%2025-09-302025-11-12history
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USIG ISHARES TR101 shares0.00%2025-09-302025-11-12history
TDG TRANSDIGM GROUP INC4 shares0.00%2025-09-302025-11-12history
GILD GILEAD SCIENCES INC47 shares0.00%2025-09-302025-11-12history
SLDP SOLID POWER INC1.5K shares0.00%2025-09-302025-11-12history
VGK VANGUARD INTL EQUITY INDEX F65 shares0.00%2025-09-302025-11-12history
RGTI RIGETTI COMPUTING INC166 shares23.88%2025-09-302025-11-12history
AG FIRST MAJESTIC SILVER CORP400 shares100.00%2025-09-302025-11-12history
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DKNG DRAFTKINGS INC NEW130 shares0.00%2025-09-302025-11-12history
HEI HEICO CORP NEW15 shares0.00%2025-09-302025-11-12history
EMR EMERSON ELEC CO36 shares0.00%2025-09-302025-11-12history
KBH KB HOME74 shares0.00%2025-09-302025-11-12history
VST VISTRA CORP24 shares0.00%2025-09-302025-11-12history
BBAI BIGBEAR AI HLDGS INC721 sharesnew addition2025-09-302025-11-12history
FE FIRSTENERGY CORP102 shares0.00%2025-09-302025-11-12history
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TTD THE TRADE DESK INC92 shares0.00%2025-09-302025-11-12history
VICI VICI PPTYS INC138 shares263.16%2025-09-302025-11-12history
VIST VISTA ENERGY S.A.B. DE C.V.130 shares0.00%2025-09-302025-11-12history
SBS COMPANHIA DE SANEAMENTO BASI177 shares0.00%2025-09-302025-11-12history
WHR WHIRLPOOL CORP56 shares0.00%2025-09-302025-11-12history
RWO SPDR INDEX SHS FDS96 shares0.00%2025-09-302025-11-12history
SLV ISHARES SILVER TR103 shares157.50%2025-09-302025-11-12history
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TCPC BLACKROCK TCP CAPITAL CORP700 sharesnew addition2025-09-302025-11-12history
LTBR LIGHTBRIDGE CORP200 shares0.00%2025-09-302025-11-12history
CAH CARDINAL HEALTH INC27 shares-28.95%2025-09-302025-11-12history
SRE SEMPRA47 shares0.00%2025-09-302025-11-12history
BROS DUTCH BROS INC80 shares0.00%2025-09-302025-11-12history
BBAX J P MORGAN EXCHANGE TRADED F74 shares0.00%2025-09-302025-11-12history
VB VANGUARD INDEX FDS16 shares-61.90%2025-09-302025-11-12history
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SPSB SPDR SERIES TRUST132 shares0.00%2025-09-302025-11-12history
HRB BLOCK H & R INC79 shares0.00%2025-09-302025-11-12history
GWX SPDR INDEX SHS FDS98 shares-22.22%2025-09-302025-11-12history
LIN LINDE PLC8 shares0.00%2025-09-302025-11-12history
LUV SOUTHWEST AIRLS CO119 shares-45.66%2025-09-302025-11-12history
RSP INVESCO EXCHANGE TRADED FD T20 shares0.00%2025-09-302025-11-12history
VXF VANGUARD INDEX FDS18 shares0.00%2025-09-302025-11-12history
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SCHD SCHWAB STRATEGIC TR137 shares270.27%2025-09-302025-11-12history
QS QUANTUMSCAPE CORP300 shares0.00%2025-09-302025-11-12history
NCLH NORWEGIAN CRUISE LINE HLDG L150 shares0.00%2025-09-302025-11-12history
GEV GE VERNOVA INC6 shares0.00%2025-09-302025-11-12history
AMAT APPLIED MATLS INC18 shares0.00%2025-09-302025-11-12history
TLT ISHARES TR41 shares-26.79%2025-09-302025-11-12history
MMC MARSH & MCLENNAN COS INC18 shares0.00%2025-09-302025-11-12history
USAR USA RARE EARTH INC210 sharesnew addition2025-09-302025-11-12history
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VSS VANGUARD INTL EQUITY INDEX F24 shares0.00%2025-09-302025-11-12history
CALM CAL MAINE FOODS INC36 shares0.00%2025-09-302025-11-12history
FTAI FTAI AVIATION LTD20 shares0.00%2025-09-302025-11-12history
MDYV SPDR SERIES TRUST40 shares0.00%2025-09-302025-11-12history
SLVM SYLVAMO CORP74 shares-8.64%2025-09-302025-11-12history
CW CURTISS WRIGHT CORP6 shares0.00%2025-09-302025-11-12history
JBL JABIL INC15 shares-31.82%2025-09-302025-11-12history
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JAAA JANUS DETROIT STR TR64 shares-81.71%2025-09-302025-11-12history
ONTO ONTO INNOVATION INC25 shares0.00%2025-09-302025-11-12history
XDEC FIRST TR EXCHNG TRADED FD VI80 shares0.00%2025-09-302025-11-12history
INO INOVIO PHARMACEUTICALS INC1.4K sharesnew addition2025-09-302025-11-12history
IPAC ISHARES TR43 shares0.00%2025-09-302025-11-12history
DAX GLOBAL X FDS70 shares0.00%2025-09-302025-11-12history
IUSG ISHARES TR19 shares0.00%2025-09-302025-11-12history
KO COCA COLA CO47 shares17.50%2025-09-302025-11-12history
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MDB MONGODB INC10 shares0.00%2025-09-302025-11-12history
TFII TFI INTL INC35 shares0.00%2025-09-302025-11-12history
GD BANK MONTREAL QUE15 shares50.00%2025-09-302025-11-12history
ON ON SEMICONDUCTOR CORP62 shares0.00%2025-09-302025-11-12history
MATX MATSON INC31 shares0.00%2025-09-302025-11-12history
F FORD MTR CO254 shares0.00%2025-09-302025-11-12history
BTE BAYTEX ENERGY CORP1.3K shares5.91%2025-09-302025-11-12history
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CCL CARNIVAL CORP100 shares0.00%2025-09-302025-11-12history
CSHI NEOS ETF TRUST58 shares2800.00%2025-09-302025-11-12history
MDT MEDTRONIC PLC30 shares0.00%2025-09-302025-11-12history

Call Option Holdings
STEX Call CallSTREAMEX CORP20.6K sharesnew addition2025-09-302025-11-12history
NVDA Call CallNVIDIA CORPORATION500 shares-16.67%2025-09-302025-11-12history

Put Option Holdings
No put option holdings data available