The Analysis of Linscomb Wealth, Inc.'s Holdings
Currently, Linscomb Wealth, Inc. holds 307 types of securities in its portfolio with a total value $2.3B. In the most recent quarter, they have increased their positions in AVIV (+71.4K shares, valued at $4.8M), VEA (+71.9K shares, valued at $4.3M), O (+55.1K shares, valued at $3.3M); decreased their positions in AVGO (-9.6K shares, valued at $3.2M), DOW (-128.7K shares, valued at $3.0M), IVV (-4.4K shares, valued at $2.9M); initiated new positions in O (+55.1K shares, valued at $3.3M), A (+22.9K shares, valued at $2.9M), SSB (+15.7K shares, valued at $1.5M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VEA VANGUARD TAX-MANAGED FDS4.3M shares1.71%2025-09-302025-11-05
IVV ISHARES TR310.4K shares-1.39%2025-09-302025-11-05 IJH ISHARES TR1.6M shares0.16%2025-09-302025-11-05 PRF INVESCO EXCHANGE TRADED FD T2.1M shares2.09%2025-09-302025-11-05 DON WISDOMTREE TR1.8M shares-0.14%2025-09-302025-11-05 EFA ISHARES TR992.4K shares-0.99%2025-09-302025-11-05 MSFT MICROSOFT CORP107.0K shares1.92%2025-09-302025-11-05 VTI VANGUARD INDEX FDS151.7K shares-0.65%2025-09-302025-11-05 AVGO BROADCOM INC148.3K shares-6.08%2025-09-302025-11-05 XOM EXXON MOBIL CORP375.5K shares-3.66%2025-09-302025-11-05 AAPL APPLE INC160.4K shares5.42%2025-09-302025-11-05 SDY SPDR SERIES TRUST278.4K shares-1.97%2025-09-302025-11-05 DHS WISDOMTREE TR337.7K shares-2.19%2025-09-302025-11-05 JPM JPMORGAN CHASE & CO.97.0K shares-8.46%2025-09-302025-11-05 LRCX LAM RESEARCH CORP165.7K shares-0.85%2025-09-302025-11-05 WSM WILLIAMS SONOMA INC108.5K shares-1.89%2025-09-302025-11-05 ABBV ABBVIE INC88.7K shares-1.61%2025-09-302025-11-05 AMZN AMAZON COM INC87.8K shares4.76%2025-09-302025-11-05 RTX RTX CORPORATION104.7K shares-1.51%2025-09-302025-11-05 CMI CUMMINS INC38.5K shares-1.48%2025-09-302025-11-05 BLK BLACKROCK INC13.8K shares0.25%2025-09-302025-11-05 BAC BANK AMERICA CORP310.2K shares0.13%2025-09-302025-11-05 AVIV AMERICAN CENTY ETF TR232.2K shares44.37%2025-09-302025-11-05 QCOM QUALCOMM INC87.8K shares1.20%2025-09-302025-11-05 ABT ABBOTT LABS107.2K shares-0.90%2025-09-302025-11-05 C CITIGROUP INC141.2K shares-1.19%2025-09-302025-11-05 JNJ JOHNSON & JOHNSON76.6K shares1.32%2025-09-302025-11-05 V VISA INC41.3K shares2.82%2025-09-302025-11-05 TCHP T ROWE PRICE ETF INC281.7K shares12.94%2025-09-302025-11-05 FBND FIDELITY MERRIMACK STR TR296.8K shares22.12%2025-09-302025-11-05 GOOGL ALPHABET INC56.1K shares1.03%2025-09-302025-11-05 VXF VANGUARD INDEX FDS64.8K shares-2.75%2025-09-302025-11-05 GOOG ALPHABET INC54.3K shares1.30%2025-09-302025-11-05 PM PHILIP MORRIS INTL INC81.3K shares-1.42%2025-09-302025-11-05 DEM WISDOMTREE TR283.0K shares-0.88%2025-09-302025-11-05 ORCL ORACLE CORP46.2K shares2.38%2025-09-302025-11-05 CSCO CISCO SYS INC189.3K shares0.18%2025-09-302025-11-05 CVX CHEVRON CORP NEW83.2K shares-0.55%2025-09-302025-11-05 META META PLATFORMS INC17.2K shares-5.50%2025-09-302025-11-05 NSC NORFOLK SOUTHN CORP41.9K shares2.09%2025-09-302025-11-05 IDV ISHARES TR342.5K shares-2.56%2025-09-302025-11-05 KMI KINDER MORGAN INC DEL437.3K shares0.47%2025-09-302025-11-05 MCD MCDONALDS CORP40.5K shares0.54%2025-09-302025-11-05 LMT LOCKHEED MARTIN CORP24.1K shares1.49%2025-09-302025-11-05 WMB WILLIAMS COS INC188.9K shares1.80%2025-09-302025-11-05 VYM VANGUARD WHITEHALL FDS82.7K shares-5.47%2025-09-302025-11-05 DUK DUKE ENERGY CORP NEW91.4K shares1.55%2025-09-302025-11-05 DG DOLLAR GEN CORP NEW109.1K shares-1.17%2025-09-302025-11-05 DFLV DIMENSIONAL ETF TRUST334.7K shares20.46%2025-09-302025-11-05 AMGN AMGEN INC38.7K shares1.67%2025-09-302025-11-05 AMT AMERICAN TOWER CORP NEW54.3K shares1.03%2025-09-302025-11-05 MET METLIFE INC124.8K shares0.47%2025-09-302025-11-05 MA MASTERCARD INCORPORATED17.5K shares1.92%2025-09-302025-11-05 DVY ISHARES TR65.7K shares-3.47%2025-09-302025-11-05 EES WISDOMTREE TR164.5K shares-4.23%2025-09-302025-11-05 SPY SPDR S&P 500 ETF TR13.7K shares-2.13%2025-09-302025-11-05 MRK MERCK & CO INC106.7K shares4.18%2025-09-302025-11-05 NEE NEXTERA ENERGY INC117.7K shares1.37%2025-09-302025-11-05 HON HONEYWELL INTL INC41.9K shares1.29%2025-09-302025-11-05 ACN ACCENTURE PLC IRELAND35.6K shares-2.06%2025-09-302025-11-05 PEP PEPSICO INC61.8K shares0.54%2025-09-302025-11-05 EPD ENTERPRISE PRODS PARTNERS L276.0K shares1.27%2025-09-302025-11-05 IWF ISHARES TR18.1K shares-6.05%2025-09-302025-11-05 VZ VERIZON COMMUNICATIONS INC189.7K shares1.56%2025-09-302025-11-05 JPEM J P MORGAN EXCHANGE TRADED F138.1K shares-3.34%2025-09-302025-11-05 MDT MEDTRONIC PLC83.4K shares2.60%2025-09-302025-11-05 MS MORGAN STANLEY47.8K shares6.62%2025-09-302025-11-05 NVDA NVIDIA CORPORATION40.3K shares13.43%2025-09-302025-11-05 PANW PALO ALTO NETWORKS INC36.5K shares-3.77%2025-09-302025-11-05 TFC TRUIST FINL CORP160.0K shares1.05%2025-09-302025-11-05 VTHR VANGUARD SCOTTSDALE FDS24.5K shares-7.45%2025-09-302025-11-05 IQLT ISHARES TR162.2K shares-8.58%2025-09-302025-11-05 EEM ISHARES TR133.5K shares-0.95%2025-09-302025-11-05 BOND PIMCO ETF TR76.3K shares27.84%2025-09-302025-11-05 MDY SPDR S&P MIDCAP 400 ETF TR11.3K shares-1.75%2025-09-302025-11-05 PAGP PLAINS GP HLDGS L P367.6K shares1.33%2025-09-302025-11-05 VYMI VANGUARD WHITEHALL FDS78.1K shares-2.03%2025-09-302025-11-05 STRL STERLING INFRASTRUCTURE INC19.2K shares-26.54%2025-09-302025-11-05 PFE PFIZER INC254.3K shares2.50%2025-09-302025-11-05 AGG ISHARES TR64.6K shares0.82%2025-09-302025-11-05 GIS GENERAL MLS INC125.8K shares3.89%2025-09-302025-11-05 IWD ISHARES TR31.1K shares-2.52%2025-09-302025-11-05 SYK STRYKER CORPORATION16.5K shares0.84%2025-09-302025-11-05 FIS FIDELITY NATL INFORMATION SV92.3K shares4.90%2025-09-302025-11-05 AWK AMERICAN WTR WKS CO INC NEW43.6K shares3.66%2025-09-302025-11-05 BKNG BOOKING HOLDINGS INC1.1K shares-0.27%2025-09-302025-11-05 APD AIR PRODS & CHEMS INC21.9K shares6.95%2025-09-302025-11-05 COST COSTCO WHSL CORP NEW6.4K shares-0.31%2025-09-302025-11-05 DGRS WISDOMTREE TR118.1K shares-5.83%2025-09-302025-11-05 CCI CROWN CASTLE INC61.1K shares5.15%2025-09-302025-11-05 NKE NIKE INC83.9K shares0.27%2025-09-302025-11-05 COF CAPITAL ONE FINL CORP27.1K shares-1.05%2025-09-302025-11-05 CTVA CORTEVA INC83.3K shares-1.06%2025-09-302025-11-05 LNG CHENIERE ENERGY INC23.4K shares-0.13%2025-09-302025-11-05 JHMM JOHN HANCOCK EXCHANGE TRADED84.1K shares20.09%2025-09-302025-11-05 QQQ INVESCO QQQ TR8.8K shares4.73%2025-09-302025-11-05 VXUS VANGUARD STAR FDS72.1K shares-8.90%2025-09-302025-11-05 LOW LOWES COS INC19.9K shares14.10%2025-09-302025-11-05 GD GENERAL DYNAMICS CORP14.2K shares-0.07%2025-09-302025-11-05 EMR EMERSON ELEC CO36.9K shares1.07%2025-09-302025-11-05 VONG VANGUARD SCOTTSDALE FDS39.8K shares-8.43%2025-09-302025-11-05 IWB ISHARES TR13.0K shares-1.97%2025-09-302025-11-05 JQUA J P MORGAN EXCHANGE TRADED F73.5K shares9.35%2025-09-302025-11-05 UPS UNITED PARCEL SERVICE INC54.6K shares5.32%2025-09-302025-11-05 GSSC GOLDMAN SACHS ETF TR60.6K shares24.84%2025-09-302025-11-05 CME CME GROUP INC16.4K shares7.15%2025-09-302025-11-05 LH LABCORP HOLDINGS INC15.4K shares3.37%2025-09-302025-11-05 UNP UNION PAC CORP18.5K shares4.92%2025-09-302025-11-05 OXY OCCIDENTAL PETE CORP91.9K shares-0.71%2025-09-302025-11-05 SCHG SCHWAB STRATEGIC TR134.7K shares-0.03%2025-09-302025-11-05 DFAE DIMENSIONAL ETF TRUST135.9K shares22.99%2025-09-302025-11-05 SCHW SCHWAB CHARLES CORP44.2K shares1.03%2025-09-302025-11-05 YUM YUM BRANDS INC27.2K shares4.91%2025-09-302025-11-05 GE GE AEROSPACE13.7K shares-3.00%2025-09-302025-11-05 DLN WISDOMTREE TR47.0K shares-0.08%2025-09-302025-11-05 CRM SALESFORCE INC17.2K shares4.22%2025-09-302025-11-05 PHO INVESCO EXCHANGE TRADED FD T55.9K shares0.00%2025-09-302025-11-05 VEEV VEEVA SYS INC12.9K shares2.27%2025-09-302025-11-05 NOW SERVICENOW INC3.9K shares21.22%2025-09-302025-11-05 ECL ECOLAB INC13.1K shares3.73%2025-09-302025-11-05 FFIV F5 INC11.1K shares1.69%2025-09-302025-11-05 MRVL MARVELL TECHNOLOGY INC42.5K shares23.99%2025-09-302025-11-05 AMD ADVANCED MICRO DEVICES INC21.5K shares3.17%2025-09-302025-11-05 VWO VANGUARD INTL EQUITY INDEX F64.0K shares-3.32%2025-09-302025-11-05 CI THE CIGNA GROUP11.9K shares3.75%2025-09-302025-11-05 VCSH VANGUARD SCOTTSDALE FDS41.9K shares-4.41%2025-09-302025-11-05 O REALTY INCOME CORP55.1K sharesnew addition2025-09-302025-11-05 VTEB VANGUARD MUN BD FDS66.8K shares6.99%2025-09-302025-11-05 VBR VANGUARD INDEX FDS14.6K shares1.45%2025-09-302025-11-05 VOO VANGUARD INDEX FDS4.8K shares24.08%2025-09-302025-11-05 A AGILENT TECHNOLOGIES INC22.9K sharesnew addition2025-09-302025-11-05 VIG VANGUARD SPECIALIZED FUNDS13.4K shares-1.17%2025-09-302025-11-05 WAT WATERS CORP9.2K shares5.14%2025-09-302025-11-05 TJX TJX COS INC NEW18.3K shares-1.57%2025-09-302025-11-05 VO VANGUARD INDEX FDS8.9K shares-7.83%2025-09-302025-11-05 HD HOME DEPOT INC6.3K shares-1.60%2025-09-302025-11-05 BRK.B BERKSHIRE HATHAWAY INC DEL5.0K shares-0.04%2025-09-302025-11-05 PYPL PAYPAL HLDGS INC37.4K shares6.78%2025-09-302025-11-05 LLY ELI LILLY & CO3.3K shares-0.03%2025-09-302025-11-05 BDX BECTON DICKINSON & CO13.2K shares12.03%2025-09-302025-11-05 UBER UBER TECHNOLOGIES INC24.9K shares6.67%2025-09-302025-11-05 EFX EQUIFAX INC8.8K shares12.39%2025-09-302025-11-05 ICE INTERCONTINENTAL EXCHANGE IN13.4K shares568.89%2025-09-302025-11-05 PG PROCTER AND GAMBLE CO14.0K shares-6.06%2025-09-302025-11-05 TXN TEXAS INSTRS INC11.3K shares-8.40%2025-09-302025-11-05 EXP EAGLE MATLS INC8.9K shares83.22%2025-09-302025-11-05 MDYG SPDR SERIES TRUST22.2K shares-4.09%2025-09-302025-11-05 IBM INTERNATIONAL BUSINESS MACHS6.9K shares-6.02%2025-09-302025-11-05 TSLA TESLA INC4.2K shares2.69%2025-09-302025-11-05 STZ CONSTELLATION BRANDS INC12.5K shares-12.70%2025-09-302025-11-05 DFAS DIMENSIONAL ETF TRUST24.4K shares0.00%2025-09-302025-11-05 KO COCA COLA CO23.5K shares-1.69%2025-09-302025-11-05 SSB SOUTHSTATE BK CORP15.7K sharesnew addition2025-09-302025-11-05 IUSB ISHARES TR31.7K shares0.84%2025-09-302025-11-05 WMT WALMART INC14.2K shares-3.04%2025-09-302025-11-05 VUG VANGUARD INDEX FDS3.0K shares-7.31%2025-09-302025-11-05 IWR ISHARES TR14.4K shares-9.28%2025-09-302025-11-05 ET ENERGY TRANSFER L P80.6K shares0.00%2025-09-302025-11-05 CSX CSX CORP38.4K shares-0.04%2025-09-302025-11-05 CQP CHENIERE ENERGY PARTNERS LP25.0K shares0.00%2025-09-302025-11-05 KEX KIRBY CORP15.5K shares0.00%2025-09-302025-11-05 BAX BAXTER INTL INC53.2K shares15.53%2025-09-302025-11-05 BX BLACKSTONE INC6.8K shares-0.35%2025-09-302025-11-05 NUE NUCOR CORP8.5K shares-1.71%2025-09-302025-11-05 MPC MARATHON PETE CORP5.9K shares-1.28%2025-09-302025-11-05 BND VANGUARD BD INDEX FDS15.2K shares14.21%2025-09-302025-11-05 DGRO ISHARES TR15.8K shares-2.31%2025-09-302025-11-05 ADP AUTOMATIC DATA PROCESSING IN3.6K shares-12.88%2025-09-302025-11-05 COP CONOCOPHILLIPS11.0K shares-0.56%2025-09-302025-11-05 VLO VALERO ENERGY CORP6.0K shares0.17%2025-09-302025-11-05 CLMT CALUMET INC55.9K shares0.00%2025-09-302025-11-05 IJR ISHARES TR8.6K shares0.00%2025-09-302025-11-05 IWP ISHARES TR7.0K shares0.00%2025-09-302025-11-05 VMC VULCAN MATLS CO3.2K shares0.00%2025-09-302025-11-05 DD DUPONT DE NEMOURS INC12.6K shares-7.37%2025-09-302025-11-05 WM WASTE MGMT INC DEL4.4K shares0.14%2025-09-302025-11-05 PIO INVESCO EXCH TRADED FD TR II21.3K shares0.00%2025-09-302025-11-05 FAST FASTENAL CO19.4K shares-4.42%2025-09-302025-11-05 ETN EATON CORP PLC2.5K shares-0.75%2025-09-302025-11-05 RSG REPUBLIC SVCS INC4.1K shares0.81%2025-09-302025-11-05 AXP AMERICAN EXPRESS CO2.8K shares-5.13%2025-09-302025-11-05 TFI SPDR SERIES TRUST20.3K shares-1.05%2025-09-302025-11-05 T AT&T INC32.7K shares-15.27%2025-09-302025-11-05 KKR KKR & CO INC7.0K shares-0.17%2025-09-302025-11-05 FDL FIRST TR EXCHANGE-TRADED FD20.5K shares0.00%2025-09-302025-11-05 SUB ISHARES TR8.2K shares7.87%2025-09-302025-11-05 MO ALTRIA GROUP INC13.3K shares-1.67%2025-09-302025-11-05 WFC WELLS FARGO CO NEW10.4K shares10.16%2025-09-302025-11-05 IWS ISHARES TR6.2K shares0.00%2025-09-302025-11-05 KIM KIMCO RLTY CORP39.1K shares0.00%2025-09-302025-11-05 CMCSA COMCAST CORP NEW26.6K shares-30.94%2025-09-302025-11-05 GWRE GUIDEWIRE SOFTWARE INC3.6K shares2.46%2025-09-302025-11-05 VTV VANGUARD INDEX FDS4.4K shares-1.45%2025-09-302025-11-05 GILD GILEAD SCIENCES INC7.4K shares-26.84%2025-09-302025-11-05 AJG GALLAGHER ARTHUR J & CO2.6K shares0.31%2025-09-302025-11-05 ALL ALLSTATE CORP3.8K shares1.53%2025-09-302025-11-05 MPLX MPLX LP15.9K shares0.00%2025-09-302025-11-05 SO SOUTHERN CO8.2K shares-0.97%2025-09-302025-11-05 IWM ISHARES TR3.2K shares-4.31%2025-09-302025-11-05 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-09-302025-11-05 CAT CATERPILLAR INC1.6K shares0.77%2025-09-302025-11-05 IWO ISHARES TR2.3K shares-5.00%2025-09-302025-11-05 SUN SUNOCO LP/SUNOCO FIN CORP14.7K shares0.00%2025-09-302025-11-05 CADE CADENCE BANK19.4K shares2.24%2025-09-302025-11-05 APA APA CORPORATION29.1K shares0.01%2025-09-302025-11-05 GLD SPDR GOLD TR2.0K shares5.31%2025-09-302025-11-05 VB VANGUARD INDEX FDS2.7K shares-5.42%2025-09-302025-11-05 PSX PHILLIPS 665.1K shares0.12%2025-09-302025-11-05 STEL STELLAR BANCORP INC22.7K shares0.00%2025-09-302025-11-05 PAYX PAYCHEX INC5.3K shares0.23%2025-09-302025-11-05 IVE ISHARES TR3.3K shares-3.74%2025-09-302025-11-05 TMO THERMO FISHER SCIENTIFIC INC1.3K shares-0.89%2025-09-302025-11-05 NFLX NETFLIX INC541 shares2.27%2025-09-302025-11-05 SPYG SPDR SERIES TRUST6.1K shares0.00%2025-09-302025-11-05 CNP CENTERPOINT ENERGY INC16.5K shares-2.47%2025-09-302025-11-05 MOO VANECK ETF TRUST8.6K shares0.00%2025-09-302025-11-05 OKE ONEOK INC NEW8.5K shares-14.94%2025-09-302025-11-05 VTWO VANGUARD SCOTTSDALE FDS6.3K shares-11.42%2025-09-302025-11-05 ENB ENBRIDGE INC12.1K shares-0.05%2025-09-302025-11-05 PLTR PALANTIR TECHNOLOGIES INC3.2K shares1.12%2025-09-302025-11-05 MDLZ MONDELEZ INTL INC9.4K shares-0.12%2025-09-302025-11-05 IUSG ISHARES TR3.5K shares0.00%2025-09-302025-11-05 CW CURTISS WRIGHT CORP1.1K shares-2.78%2025-09-302025-11-05 AVUS AMERICAN CENTY ETF TR5.2K shares0.14%2025-09-302025-11-05 VSGX VANGUARD WORLD FD8.0K shares11.13%2025-09-302025-11-05 PSA PUBLIC STORAGE OPER CO1.8K shares-1.65%2025-09-302025-11-05 IXUS ISHARES TR6.4K shares0.00%2025-09-302025-11-05 IRM IRON MTN INC DEL5.0K shares-1.02%2025-09-302025-11-05 DE DEERE & CO1.1K shares-1.71%2025-09-302025-11-05 TRGP TARGA RES CORP3.0K shares6.29%2025-09-302025-11-05 SBUX STARBUCKS CORP5.7K shares-6.14%2025-09-302025-11-05 LIN LINDE PLC999 shares33.73%2025-09-302025-11-05 WES WESTERN MIDSTREAM PARTNERS L12.1K shares0.00%2025-09-302025-11-05 FTEC FIDELITY COVINGTON TRUST2.1K shares0.00%2025-09-302025-11-05 BSV VANGUARD BD INDEX FDS5.7K shares3.82%2025-09-302025-11-05 IWV ISHARES TR1.2K shares-10.82%2025-09-302025-11-05 D DOMINION ENERGY INC7.3K shares-3.27%2025-09-302025-11-05 CB CHUBB LIMITED1.6K shares0.51%2025-09-302025-11-05 HRL HORMEL FOODS CORP17.1K shares0.00%2025-09-302025-11-05 SPGI S&P GLOBAL INC860 shares-2.38%2025-09-302025-11-05 PNC PNC FINL SVCS GROUP INC2.0K shares1.14%2025-09-302025-11-05 TDY TELEDYNE TECHNOLOGIES INC695 shares0.00%2025-09-302025-11-05 IESC IES HLDGS INC1.0K shares0.00%2025-09-302025-11-05 LNT ALLIANT ENERGY CORP5.9K shares0.10%2025-09-302025-11-05 STX SEAGATE TECHNOLOGY HLDNGS PL1.7K shares-8.34%2025-09-302025-11-05 VGT VANGUARD WORLD FD504 shares0.00%2025-09-302025-11-05 STRV EA SERIES TRUST8.7K shares0.00%2025-09-302025-11-05 JPST J P MORGAN EXCHANGE TRADED F7.4K shares-2.26%2025-09-302025-11-05 IJK ISHARES TR3.8K shares-4.07%2025-09-302025-11-05 DOW DOW INC15.6K shares-89.21%2025-09-302025-11-05 FDIS FIDELITY COVINGTON TRUST3.5K shares0.00%2025-09-302025-11-05 SAP SAP SE1.3K shares-0.38%2025-09-302025-11-05 LUV SOUTHWEST AIRLS CO10.9K shares-4.73%2025-09-302025-11-05 TGT TARGET CORP3.9K shares0.89%2025-09-302025-11-05 BK BANK NEW YORK MELLON CORP3.2K shares1.15%2025-09-302025-11-05 VNQ VANGUARD INDEX FDS3.7K shares7.96%2025-09-302025-11-05 OBK ORIGIN BANCORP INC9.8K shares0.00%2025-09-302025-11-05 FDMO FIDELITY COVINGTON TRUST4.0K shares0.00%2025-09-302025-11-05 ELAN ELANCO ANIMAL HEALTH INC16.3K shares0.81%2025-09-302025-11-05 SCHF SCHWAB STRATEGIC TR14.1K shares-3.74%2025-09-302025-11-05 AON AON PLC912 shares0.00%2025-09-302025-11-05 MAIN MAIN STR CAP CORP5.0K shares0.00%2025-09-302025-11-05 IWN ISHARES TR1.8K shares-2.99%2025-09-302025-11-05 SLB SCHLUMBERGER LTD9.0K shares-13.54%2025-09-302025-11-05 SPOT SPOTIFY TECHNOLOGY S A437 sharesnew addition2025-09-302025-11-05 BA BOEING CO1.4K shares-1.96%2025-09-302025-11-05 CEG CONSTELLATION ENERGY CORP904 sharesnew addition2025-09-302025-11-05 DFAT DIMENSIONAL ETF TRUST5.0K shares0.00%2025-09-302025-11-05 SPDW SPDR INDEX SHS FDS6.8K shares-2.18%2025-09-302025-11-05 JCPB J P MORGAN EXCHANGE TRADED F6.1K shares-21.07%2025-09-302025-11-05 NOC NORTHROP GRUMMAN CORP472 shares0.43%2025-09-302025-11-05 ITOT ISHARES TR2.0K shares4.24%2025-09-302025-11-05 SHOP SHOPIFY INC1.9K sharesnew addition2025-09-302025-11-05 IBOC INTERNATIONAL BANCSHARES COR4.1K shares0.00%2025-09-302025-11-05 ESML ISHARES TR6.1K shares0.00%2025-09-302025-11-05 RCL ROYAL CARIBBEAN GROUP854 sharesnew addition2025-09-302025-11-05 TSM TAIWAN SEMICONDUCTOR MFG LTD982 shares7.79%2025-09-302025-11-05 ICF ISHARES TR4.4K shares0.00%2025-09-302025-11-05 MINT PIMCO ETF TR2.7K shares0.00%2025-09-302025-11-05 SCZ ISHARES TR3.5K shares0.00%2025-09-302025-11-05 INTU INTUIT387 shares1.84%2025-09-302025-11-05 TTWO TAKE-TWO INTERACTIVE SOFTWAR1.0K shares1.90%2025-09-302025-11-05 VGK VANGUARD INTL EQUITY INDEX F3.3K shares0.00%2025-09-302025-11-05 IAG IAMGOLD CORP20.0K shares0.00%2025-09-302025-11-05 XLF SELECT SECTOR SPDR TR4.7K sharesnew addition2025-09-302025-11-05 VBK VANGUARD INDEX FDS829 shares0.00%2025-09-302025-11-05 SEZL SEZZLE INC3.1K sharesnew addition2025-09-302025-11-05 SPYM SPDR SERIES TRUST3.1K shares-5.82%2025-09-302025-11-05 TTE TOTALENERGIES SE4.0K shares-15.66%2025-09-302025-11-05 SHM SPDR SERIES TRUST4.9K shares0.00%2025-09-302025-11-05 UNH UNITEDHEALTH GROUP INC681 shares-3.54%2025-09-302025-11-05 USB US BANCORP DEL4.9K shares-8.79%2025-09-302025-11-05 MMM 3M CO1.5K shares0.07%2025-09-302025-11-05 TRV TRAVELERS COMPANIES INC804 shares-1.71%2025-09-302025-11-05 IEFA ISHARES TR2.6K shares-28.54%2025-09-302025-11-05 TEL TE CONNECTIVITY PLC1.0K sharesnew addition2025-09-302025-11-05 VOOG VANGUARD ADMIRAL FDS INC508 sharesnew addition2025-09-302025-11-05 CPT CAMDEN PPTY TR2.0K shares0.00%2025-09-302025-11-05 BHE BENCHMARK ELECTRS INC5.6K shares0.00%2025-09-302025-11-05 AEP AMERICAN ELEC PWR CO INC1.9K sharesnew addition2025-09-302025-11-05 SHEL SHELL PLC2.9K shares-4.83%2025-09-302025-11-05 IVW ISHARES TR1.7K sharesnew addition2025-09-302025-11-05 RDDT REDDIT INC885 sharesnew addition2025-09-302025-11-05 MUB ISHARES TR1.9K sharesnew addition2025-09-302025-11-05 FTNT FORTINET INC2.4K shares0.67%2025-09-302025-11-05 SYY SYSCO CORP2.4K shares-15.39%2025-09-302025-11-05 SER SERINA THERAPEUTICS INC18.8K sharesnew addition2025-09-302025-11-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available