The Analysis of Maia Wealth LLC's Holdings


Currently, Maia Wealth LLC holds 337 types of securities in its portfolio with a total value $593.8M. In the most recent quarter, they have increased their positions in FNDF (+156.0K shares, valued at $7.0M), XLG (+90.7K shares, valued at $5.4M), DLAG (+165.4K shares, valued at $5.1M); decreased their positions in FHDG (-146.4K shares, valued at $4.9M), EFG (-29.5K shares, valued at $3.4M), IYW (-16.1K shares, valued at $3.3M); initiated new positions in DLAG (+165.4K shares, valued at $5.1M), N/A (+119.9K shares, valued at $3.9M), QMAG (+125.3K shares, valued at $2.9M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SPYM SPDR SERIES TRUST363.2K shares-2.87%2025-09-302025-11-13history
EFV ISHARES TR212.6K shares-17.04%2025-09-302025-11-13history
FNDF SCHWAB STRATEGIC TR315.0K shares98.16%2025-09-302025-11-13history
QUAL ISHARES TR69.1K shares-10.74%2025-09-302025-11-13history
DYNF BLACKROCK ETF TRUST220.9K shares19.74%2025-09-302025-11-13history
IVW ISHARES TR93.0K shares-0.48%2025-09-302025-11-13history
MSFT MICROSOFT CORP22.7K shares9.33%2025-09-302025-11-13history
IEMG ISHARES INC158.2K shares-0.48%2025-09-302025-11-13history
Sponsored
IVV ISHARES TR15.7K shares-2.27%2025-09-302025-11-13history
FSK FS KKR CAP CORP686.9K shares5.30%2025-09-302025-11-13history
XLG INVESCO EXCHANGE TRADED FD T168.6K shares116.59%2025-09-302025-11-13history
GOOGL ALPHABET INC33.8K shares-2.11%2025-09-302025-11-13history
IVE ISHARES TR42.9K shares11.68%2025-09-302025-11-13history
AAPL APPLE INC32.7K shares7.74%2025-09-302025-11-13history
AMZN AMAZON COM INC32.7K shares3.94%2025-09-302025-11-13history
SNOV FIRST TR EXCHNG TRADED FD VI249.7K shares115.21%2025-09-302025-11-13history
Sponsored
META META PLATFORMS INC9.7K shares-3.97%2025-09-302025-11-13history
ESGU ISHARES TR40.9K shares1.75%2025-09-302025-11-13history
SAUG FIRST TR EXCHNG TRADED FD VI242.3K shares-2.67%2025-09-302025-11-13history
VUG VANGUARD INDEX FDS12.0K shares6.86%2025-09-302025-11-13history
NVDA NVIDIA CORPORATION29.8K shares29.04%2025-09-302025-11-13history
LLY ELI LILLY & CO5.4K shares35.70%2025-09-302025-11-13history
VEA VANGUARD TAX-MANAGED FDS84.5K shares6.22%2025-09-302025-11-13history
DLAG FIRST TR EXCHNG TRADED FD VI165.4K sharesnew addition2025-09-302025-11-13history
Sponsored
BAI BLACKROCK ETF TRUST137.4K shares145.65%2025-09-302025-11-13history
SDVY FIRST TR EXCHANGE-TRADED FD127.5K shares-1.64%2025-09-302025-11-13history
JEPQ J P MORGAN EXCHANGE TRADED F81.8K shares40.56%2025-09-302025-11-13history
TOUS T ROWE PRICE ETF INC141.1K shares49.54%2025-09-302025-11-13history
EFG ISHARES TR40.3K shares-42.27%2025-09-302025-11-13history
THRO BLACKROCK ETF TRUST119.9K shares13.86%2025-09-302025-11-13history
VOO VANGUARD INDEX FDS7.3K shares0.00%2025-09-302025-11-13history
TSM TAIWAN SEMICONDUCTOR MFG LTD15.4K shares-18.79%2025-09-302025-11-13history
Sponsored
SCHX SCHWAB STRATEGIC TR162.8K shares13.00%2025-09-302025-11-13history
VO VANGUARD INDEX FDS13.7K shares91.73%2025-09-302025-11-13history
FIRST TR EXCHNG TRADED FD VI FIRST TR EXCHNG TRADED FD VI119.9K sharesnew addition2025-09-302025-11-13history
V VISA INC11.7K shares5.25%2025-09-302025-11-13history
VTV VANGUARD INDEX FDS19.9K shares-0.02%2025-09-302025-11-13history
AVGO BROADCOM INC10.1K shares36.52%2025-09-302025-11-13history
EPS WISDOMTREE TR50.3K shares19.87%2025-09-302025-11-13history
SPMO INVESCO EXCH TRADED FD TR II29.1K shares3.68%2025-09-302025-11-13history
Sponsored
IUSB ISHARES TR73.0K shares-27.96%2025-09-302025-11-13history
XTEN BONDBLOXX ETF TRUST71.8K shares18.60%2025-09-302025-11-13history
BKNG BOOKING HOLDINGS INC675 shares-11.65%2025-09-302025-11-13history
GSUS GOLDMAN SACHS ETF TR34.6K shares-20.94%2025-09-302025-11-13history
BRK.B BERKSHIRE HATHAWAY INC DEL6.6K shares29.51%2025-09-302025-11-13history
SCHW SCHWAB CHARLES CORP34.0K shares-13.81%2025-09-302025-11-13history
CRM SALESFORCE INC13.4K shares36.82%2025-09-302025-11-13history
BKDV BNY MELLON ETF TRUST II112.2K shares28.13%2025-09-302025-11-13history
Sponsored
JPM JPMORGAN CHASE & CO.9.7K shares37.17%2025-09-302025-11-13history
MUB ISHARES TR28.1K shares18.86%2025-09-302025-11-13history
PTRB PGIM ETF TR71.2K shares37.73%2025-09-302025-11-13history
AGG ISHARES TR30.0K shares-3.14%2025-09-302025-11-13history
QMAG FIRST TR EXCHNG TRADED FD VI125.3K sharesnew addition2025-09-302025-11-13history
UNH UNITEDHEALTH GROUP INC9.1K shares27.96%2025-09-302025-11-13history
MAYM FIRST TR EXCHNG TRADED FD VI90.8K sharesnew addition2025-09-302025-11-13history
TSLA TESLA INC6.5K shares50.32%2025-09-302025-11-13history
Sponsored
QQQM INVESCO EXCH TRADED FD TR II10.9K shares21.16%2025-09-302025-11-13history
TCHP T ROWE PRICE ETF INC56.1K shares32.73%2025-09-302025-11-13history
MA MASTERCARD INCORPORATED5.0K shares-19.60%2025-09-302025-11-13history
AMAT APPLIED MATLS INC11.7K shares23.43%2025-09-302025-11-13history
DECM FIRST TR EXCHNG TRADED FD VI83.0K shares-3.61%2025-09-302025-11-13history
SCHZ SCHWAB STRATEGIC TR111.5K shares12.35%2025-09-302025-11-13history
BUFR FIRST TR EXCHNG TRADED FD VI76.4K shares-3.07%2025-09-302025-11-13history
GLDM WORLD GOLD TR30.3K shares56.68%2025-09-302025-11-13history
Sponsored
BOND PIMCO ETF TR26.4K shares46.46%2025-09-302025-11-13history
SPY SPDR S&P 500 ETF TR3.6K shares-9.46%2025-09-302025-11-13history
SPHY SPDR SERIES TRUST103.0K shares124.47%2025-09-302025-11-13history
IQV IQVIA HLDGS INC11.5K shares-8.52%2025-09-302025-11-13history
FIRST TR EXCHANGE-TRADED FD FIRST TR EXCHANGE-TRADED FD118.3K sharesnew addition2025-09-302025-11-13history
JNJ JOHNSON & JOHNSON12.3K shares7.36%2025-09-302025-11-13history
FDL FIRST TR EXCHANGE-TRADED FD54.0K shares16.55%2025-09-302025-11-13history
BUFD FIRST TR EXCHNG TRADED FD VI81.7K shares-1.30%2025-09-302025-11-13history
Sponsored
LMBS FIRST TR EXCHANGE-TRADED FD45.0K shares-8.26%2025-09-302025-11-13history
SHLD GLOBAL X FDS33.3K sharesnew addition2025-09-302025-11-13history
IYW ISHARES TR10.7K shares-60.12%2025-09-302025-11-13history
AVEM AMERICAN CENTY ETF TR27.4K sharesnew addition2025-09-302025-11-13history
BFRZ INNOVATOR ETFS TRUST78.2K shares21.23%2025-09-302025-11-13history
XLK SELECT SECTOR SPDR TR7.1K shares33.40%2025-09-302025-11-13history
IGIB ISHARES TR38.2K shares323.98%2025-09-302025-11-13history
RSSE FIRST TR EXCHNG TRADED FD VI96.5K sharesnew addition2025-09-302025-11-13history
Sponsored
DFEB FIRST TR EXCHNG TRADED FD VI43.2K shares-5.21%2025-09-302025-11-13history
AMID EA SERIES TRUST58.9K shares47.56%2025-09-302025-11-13history
IGLB ISHARES TR39.1K shares377.85%2025-09-302025-11-13history
LVHI LEGG MASON ETF INVT54.5K shares24.12%2025-09-302025-11-13history
SPSM SPDR SERIES TRUST42.5K shares69.17%2025-09-302025-11-13history
GOOG ALPHABET INC6.8K shares2.25%2025-09-302025-11-13history
FHDG FIRST TR EXCHNG TRADED FD VI58.8K shares-71.34%2025-09-302025-11-13history
KNG FIRST TR EXCHANGE-TRADED FD39.0K shares-8.86%2025-09-302025-11-13history
Sponsored
GSLC GOLDMAN SACHS ETF TR14.3K shares-11.12%2025-09-302025-11-13history
IAGG ISHARES TR35.8K shares21.04%2025-09-302025-11-13history
COR CENCORA INC5.1K shares-13.54%2025-09-302025-11-13history
SPEM SPDR INDEX SHS FDS38.1K shares9.01%2025-09-302025-11-13history
FIXD FIRST TR EXCHNG TRADED FD VI39.8K shares-7.49%2025-09-302025-11-13history
VWO VANGUARD INTL EQUITY INDEX F31.6K shares8.22%2025-09-302025-11-13history
LMT LOCKHEED MARTIN CORP3.9K shares-1.21%2025-09-302025-11-13history
FTSM FIRST TR EXCHANGE-TRADED FD29.1K shares-34.72%2025-09-302025-11-13history
Sponsored
MBB ISHARES TR18.0K shares6.87%2025-09-302025-11-13history
FTLS FIRST TR EXCH TRADED FD III23.8K shares-6.13%2025-09-302025-11-13history
DIS DISNEY WALT CO15.2K shares-15.20%2025-09-302025-11-13history
ELV ELEVANCE HEALTH INC FORMERLY5.6K shares-15.10%2025-09-302025-11-13history
FTCB FIRST TR EXCHANGE-TRADED FD77.6K shares6.62%2025-09-302025-11-13history
JCPB J P MORGAN EXCHANGE TRADED F34.8K shares10.10%2025-09-302025-11-13history
XSMO INVESCO EXCHANGE TRADED FD T22.5K shares47.94%2025-09-302025-11-13history
ESGE ISHARES INC34.9K shares0.32%2025-09-302025-11-13history
Sponsored
FTNT FORTINET INC18.7K shares118.89%2025-09-302025-11-13history
SCHV SCHWAB STRATEGIC TR52.2K shares-2.62%2025-09-302025-11-13history
GSIE GOLDMAN SACHS ETF TR36.3K shares-21.86%2025-09-302025-11-13history
FTGS FIRST TR EXCHANGE-TRADED FD42.0K shares-13.95%2025-09-302025-11-13history
XOM EXXON MOBIL CORP12.4K shares15.32%2025-09-302025-11-13history
ABT ABBOTT LABS11.5K shares68.97%2025-09-302025-11-13history
GE GE AEROSPACE4.6K shares81.49%2025-09-302025-11-13history
MMM 3M CO8.3K shares85.81%2025-09-302025-11-13history
Sponsored
AVSC AMERICAN CENTY ETF TR23.6K shares13.08%2025-09-302025-11-13history
ILDR FIRST TR EXCHNG TRADED FD VI39.4K shares14.94%2025-09-302025-11-13history
LCTU BLACKROCK ETF TRUST18.0K shares4.39%2025-09-302025-11-13history
IAU ISHARES GOLD TR17.0K shares5.41%2025-09-302025-11-13history
RBLX ROBLOX CORP12.0K shares-13.84%2025-09-302025-11-13history
VCIT VANGUARD SCOTTSDALE FDS14.9K shares11.70%2025-09-302025-11-13history
JEPI J P MORGAN EXCHANGE TRADED F21.8K shares-43.24%2025-09-302025-11-13history
IEFA ISHARES TR13.9K shares-9.60%2025-09-302025-11-13history
Sponsored
QCOM QUALCOMM INC7.1K shares-19.34%2025-09-302025-11-13history
IGSB ISHARES TR23.1K shares333.22%2025-09-302025-11-13history
ADSK AUTODESK INC4.1K shares-21.24%2025-09-302025-11-13history
GSBD GOLDMAN SACHS BDC INC124.0K shares0.47%2025-09-302025-11-13history
VB VANGUARD INDEX FDS4.6K shares-2.84%2025-09-302025-11-13history
CVX CHEVRON CORP NEW7.6K shares28.28%2025-09-302025-11-13history
SBUX STARBUCKS CORP13.5K shares-22.86%2025-09-302025-11-13history
BLV VANGUARD BD INDEX FDS16.2K shares3.24%2025-09-302025-11-13history
Sponsored
USMV ISHARES TR12.2K shares-4.98%2025-09-302025-11-13history
ETN EATON CORP PLC3.0K shares72.35%2025-09-302025-11-13history
MGNR AMERICAN BEACON SELECT FUNDS27.1K shares38.32%2025-09-302025-11-13history
QQQ INVESCO QQQ TR1.8K shares-9.41%2025-09-302025-11-13history
VGT VANGUARD WORLD FD1.4K shares10.45%2025-09-302025-11-13history
AVDV AMERICAN CENTY ETF TR12.4K shares45.53%2025-09-302025-11-13history
IBIT ISHARES BITCOIN TRUST ETF18.0K shares-7.33%2025-09-302025-11-13history
HD HOME DEPOT INC2.9K shares0.21%2025-09-302025-11-13history
Sponsored
BNDX VANGUARD CHARLOTTE FDS21.4K shares-10.28%2025-09-302025-11-13history
DSI ISHARES TR8.1K shares3.20%2025-09-302025-11-13history
YJUN FIRST TR EXCHNG TRADED FD VI41.3K sharesnew addition2025-09-302025-11-13history
VTI VANGUARD INDEX FDS3.1K shares-18.36%2025-09-302025-11-13history
GRNY TIDAL TRUST I39.8K sharesnew addition2025-09-302025-11-13history
RFEM FIRST TR EXCH TRADED FD III13.0K shares55.70%2025-09-302025-11-13history
SCHG SCHWAB STRATEGIC TR30.6K shares11.71%2025-09-302025-11-13history
CHKP CHECK POINT SOFTWARE TECH LT5.0K shares-19.59%2025-09-302025-11-13history
Sponsored
AOA ISHARES TR11.1K shares35.90%2025-09-302025-11-13history
ADBE ADOBE INC3.0K shares-13.02%2025-09-302025-11-13history
SCI SERVICE CORP INTL11.9K shares-41.75%2025-09-302025-11-13history
LGOV FIRST TR EXCHANGE-TRADED FD43.1K shares-2.05%2025-09-302025-11-13history
SDVD FIRST TR EXCH TRADED FD III43.7K shares-13.16%2025-09-302025-11-13history
COP CONOCOPHILLIPS10.4K shares34.30%2025-09-302025-11-13history
DEO DIAGEO PLC9.7K shares-21.60%2025-09-302025-11-13history
IFRA ISHARES TR17.4K shares-12.20%2025-09-302025-11-13history
Sponsored
KR KROGER CO14.1K shares97.73%2025-09-302025-11-13history
SYK STRYKER CORPORATION2.5K shares88.82%2025-09-302025-11-13history
ORCL ORACLE CORP3.7K shares-20.36%2025-09-302025-11-13history
BSV VANGUARD BD INDEX FDS11.3K shares15.78%2025-09-302025-11-13history
VOOG VANGUARD ADMIRAL FDS INC2.0K shares1.43%2025-09-302025-11-13history
SPTS SPDR SERIES TRUST30.0K shares12.98%2025-09-302025-11-13history
APD AIR PRODS & CHEMS INC3.3K shares-23.24%2025-09-302025-11-13history
BAC BANK AMERICA CORP15.7K shares-2.75%2025-09-302025-11-13history
Sponsored
PG PROCTER AND GAMBLE CO5.7K shares-3.46%2025-09-302025-11-13history
JULH INNOVATOR ETFS TRUST32.9K shares-1.21%2025-09-302025-11-13history
MLPX GLOBAL X FDS13.9K sharesnew addition2025-09-302025-11-13history
SPDW SPDR INDEX SHS FDS18.5K shares-5.64%2025-09-302025-11-13history
FPE FIRST TR EXCH TRADED FD III44.1K shares-5.42%2025-09-302025-11-13history
ABNB AIRBNB INC6.7K shares5.20%2025-09-302025-11-13history
KO COCA COLA CO11.4K shares65.34%2025-09-302025-11-13history
WMT WALMART INC7.6K shares-6.87%2025-09-302025-11-13history
Sponsored
BIV VANGUARD BD INDEX FDS10.0K shares12.75%2025-09-302025-11-13history
NFLX NETFLIX INC697 shares-4.39%2025-09-302025-11-13history
FLBL FRANKLIN TEMPLETON ETF TR32.7K sharesnew addition2025-09-302025-11-13history
VEEV VEEVA SYS INC2.6K shares-21.36%2025-09-302025-11-13history
GCOR GOLDMAN SACHS ETF TR18.3K shares3.08%2025-09-302025-11-13history
USXF ISHARES TR12.6K shares-18.62%2025-09-302025-11-13history
MO ALTRIA GROUP INC12.7K shares45.42%2025-09-302025-11-13history
BINC BLACKROCK ETF TRUST II13.6K shares22.58%2025-09-302025-11-13history
Sponsored
RDVY FIRST TR EXCHANGE TRADED FD10.5K shares-7.24%2025-09-302025-11-13history
FSIG FIRST TR EXCHANGE-TRADED FD36.9K shares-0.81%2025-09-302025-11-13history
PM PHILIP MORRIS INTL INC4.5K shares6.62%2025-09-302025-11-13history
PWB INVESCO EXCHANGE TRADED FD T5.3K shares53.22%2025-09-302025-11-13history
CGMU CAPITAL GRP FIXED INCM ETF T24.0K shares64.05%2025-09-302025-11-13history
VTEI VANGUARD MUN BD FDS6.5K shares-4.90%2025-09-302025-11-13history
KMX CARMAX INC19.1K shares-18.16%2025-09-302025-11-13history
FBT FIRST TR EXCHANGE-TRADED FD3.2K shares-16.90%2025-09-302025-11-13history
Sponsored
NULG NUSHARES ETF TR6.3K shares-5.89%2025-09-302025-11-13history
FRI FIRST TR EXCHANGE-TRADED FD22.0K shares31.68%2025-09-302025-11-13history
ECL ECOLAB INC2.4K shares-20.99%2025-09-302025-11-13history
ABBV ABBVIE INC2.8K shares-10.99%2025-09-302025-11-13history
TLT ISHARES TR6.8K shares-0.82%2025-09-302025-11-13history
BALT INNOVATOR ETFS TRUST18.1K shares25.40%2025-09-302025-11-13history
ZJUL INNOVATOR ETFS TRUST20.5K shares34.64%2025-09-302025-11-13history
SMIZ ZACKS TRUST15.5K shares1.83%2025-09-302025-11-13history
Sponsored
EMXC ISHARES INC7.9K shares-37.67%2025-09-302025-11-13history
TMUS T-MOBILE US INC2.7K shares91.09%2025-09-302025-11-13history
AJUL INNOVATOR ETFS TRUST19.3K shares-12.69%2025-09-302025-11-13history
IBM INTERNATIONAL BUSINESS MACHS1.8K shares0.85%2025-09-302025-11-13history
VXUS VANGUARD STAR FDS7.3K shares-13.17%2025-09-302025-11-13history
WFC WELLS FARGO CO NEW6.3K shares2.48%2025-09-302025-11-13history
NAPR INNOVATOR ETFS TRUST10.2K shares-0.24%2025-09-302025-11-13history
RSP INVESCO EXCHANGE TRADED FD T2.9K shares-8.94%2025-09-302025-11-13history
Sponsored
MAS MASCO CORP8.8K sharesnew addition2025-09-302025-11-13history
IJR ISHARES TR4.5K shares-5.92%2025-09-302025-11-13history
SUSC ISHARES TR23.0K shares27.87%2025-09-302025-11-13history
NEE NEXTERA ENERGY INC6.3K shares90.70%2025-09-302025-11-13history
SCHP SCHWAB STRATEGIC TR19.7K sharesnew addition2025-09-302025-11-13history
MTUM ISHARES TR2.1K shares-20.79%2025-09-302025-11-13history
DBC INVESCO DB COMMDY INDX TRCK22.4K shares-27.19%2025-09-302025-11-13history
AMD ADVANCED MICRO DEVICES INC2.1K shares-19.62%2025-09-302025-11-13history
Sponsored
EXCHANGE LISTED FDS TR EXCHANGE LISTED FDS TR18.5K shares-7.45%2025-09-302025-11-13history
AXP AMERICAN EXPRESS CO1.4K shares-4.10%2025-09-302025-11-13history
ARCC ARES CAPITAL CORP24.6K sharesnew addition2025-09-302025-11-13history
EWC ISHARES INC9.8K shares-2.24%2025-09-302025-11-13history
FPEI FIRST TR EXCH TRADED FD III25.4K shares-7.91%2025-09-302025-11-13history
LIN LINDE PLC1.2K shares44.89%2025-09-302025-11-13history
FELG FIDELITY COVINGTON TRUST11.5K shares13.19%2025-09-302025-11-13history
NULV NUSHARES ETF TR10.6K shares-5.45%2025-09-302025-11-13history
Sponsored
EMB ISHARES TR4.9K shares9.08%2025-09-302025-11-13history
UCON FIRST TR EXCHNG TRADED FD VI18.4K shares-9.04%2025-09-302025-11-13history
SO SOUTHERN CO5.1K shares69.09%2025-09-302025-11-13history
DE DEERE & CO964 shares-7.84%2025-09-302025-11-13history
IQQQ PROSHARES TR10.1K shares26.78%2025-09-302025-11-13history
IEF ISHARES TR4.7K shares17.39%2025-09-302025-11-13history
WM WASTE MGMT INC DEL2.2K shares-2.94%2025-09-302025-11-13history
OEF ISHARES TR1.3K shares8.64%2025-09-302025-11-13history
Sponsored
LOW LOWES COS INC1.9K shares-11.44%2025-09-302025-11-13history
BKCI BNY MELLON ETF TRUST8.6K shares-5.45%2025-09-302025-11-13history
VMBS VANGUARD SCOTTSDALE FDS9.3K shares2.64%2025-09-302025-11-13history
APRH INNOVATOR ETFS TRUST17.6K shares3.85%2025-09-302025-11-13history
CSCO CISCO SYS INC6.0K shares-2.54%2025-09-302025-11-13history
NUDM NUSHARES ETF TR11.2K shares-4.40%2025-09-302025-11-13history
PYPL PAYPAL HLDGS INC6.4K shares2.48%2025-09-302025-11-13history
VTEB VANGUARD MUN BD FDS8.3K shares-71.42%2025-09-302025-11-13history
Sponsored
COST COSTCO WHSL CORP NEW455 shares-6.38%2025-09-302025-11-13history
GEM GOLDMAN SACHS ETF TR9.8K shares-18.12%2025-09-302025-11-13history
SCZ ISHARES TR5.3K shares10.30%2025-09-302025-11-13history
FMB FIRST TR EXCH TRADED FD III7.8K shares57.41%2025-09-302025-11-13history
IXUS ISHARES TR4.7K shares-0.82%2025-09-302025-11-13history
SPTL SPDR SERIES TRUST14.6K shares-10.75%2025-09-302025-11-13history
CMBS ISHARES TR8.0K sharesnew addition2025-09-302025-11-13history
ADI ANALOG DEVICES INC1.7K shares3.31%2025-09-302025-11-13history
Sponsored
TJUL INNOVATOR ETFS TRUST13.3K shares-3.69%2025-09-302025-11-13history
VGK VANGUARD INTL EQUITY INDEX F4.8K shares-4.58%2025-09-302025-11-13history
MPLX MPLX LP7.5K sharesnew addition2025-09-302025-11-13history
PAYC PAYCOM SOFTWARE INC2.3K shares152.68%2025-09-302025-11-13history
MGK VANGUARD WORLD FD917 shares5.40%2025-09-302025-11-13history
XDQQ INNOVATOR ETFS TRUST9.8K shares-8.43%2025-09-302025-11-13history
AOR ISHARES TR5.8K shares2.67%2025-09-302025-11-13history
XUSP INNOVATOR ETFS TRUST7.9K shares32.40%2025-09-302025-11-13history
Sponsored
PANW PALO ALTO NETWORKS INC1.7K shares-38.61%2025-09-302025-11-13history
VZ VERIZON COMMUNICATIONS INC9.2K shares13.23%2025-09-302025-11-13history
SUB ISHARES TR3.4K shares-23.43%2025-09-302025-11-13history
FI FISERV INC5.7K shares-17.35%2025-09-302025-11-13history
GSSC GOLDMAN SACHS ETF TR4.7K shares-19.30%2025-09-302025-11-13history
BIZD VANECK ETF TRUST24.7K sharesnew addition2025-09-302025-11-13history
PLTR PALANTIR TECHNOLOGIES INC1.8K shares-25.74%2025-09-302025-11-13history
UL UNILEVER PLC5.7K shares-0.28%2025-09-302025-11-13history
Sponsored
GD GENERAL DYNAMICS CORP975 shares-8.62%2025-09-302025-11-13history
IWM ISHARES TR1.4K shares-1.21%2025-09-302025-11-13history
EPD ENTERPRISE PRODS PARTNERS L10.8K shares-15.91%2025-09-302025-11-13history
PJAN INNOVATOR ETFS TRUST7.3K shares-2.04%2025-09-302025-11-13history
NVS NOVARTIS AG2.6K shares1.82%2025-09-302025-11-13history
WELL WELLTOWER INC1.8K sharesnew addition2025-09-302025-11-13history
JPST J P MORGAN EXCHANGE TRADED F6.6K sharesnew addition2025-09-302025-11-13history
QDPL PACER FDS TR7.8K sharesnew addition2025-09-302025-11-13history
Sponsored
BK BANK NEW YORK MELLON CORP3.0K shares-1.10%2025-09-302025-11-13history
VTES VANGUARD WELLINGTON FD3.2K shares-8.08%2025-09-302025-11-13history
MGC VANGUARD WORLD FD1.3K shares0.47%2025-09-302025-11-13history
XLSR SSGA ACTIVE TR5.2K shares-9.49%2025-09-302025-11-13history
EAGG ISHARES TR6.6K shares15.26%2025-09-302025-11-13history
CAT CATERPILLAR INC552 shares-7.85%2025-09-302025-11-13history
CMG CHIPOTLE MEXICAN GRILL INC10.3K sharesnew addition2025-09-302025-11-13history
AEP AMERICAN ELEC PWR CO INC2.5K shares2.46%2025-09-302025-11-13history
Sponsored
LSAF TWO RDS SHARED TR6.8K shares-9.93%2025-09-302025-11-13history
MCD MCDONALDS CORP1.0K shares-10.44%2025-09-302025-11-13history
APRJ INNOVATOR ETFS TRUST12.2K shares2.50%2025-09-302025-11-13history
MCK MCKESSON CORP351 shares-1.13%2025-09-302025-11-13history
SOFI SOFI TECHNOLOGIES INC9.8K sharesnew addition2025-09-302025-11-13history
UFEB INNOVATOR ETFS TRUST8.3K shares-31.25%2025-09-302025-11-13history
PEP PEPSICO INC2.1K shares-11.07%2025-09-302025-11-13history
EQIX EQUINIX INC358 sharesnew addition2025-09-302025-11-13history
Sponsored
DVA DAVITA INC2.4K shares-0.65%2025-09-302025-11-13history
BBJP J P MORGAN EXCHANGE TRADED F4.2K shares-33.89%2025-09-302025-11-13history
BBCA J P MORGAN EXCHANGE TRADED F3.3K shares-31.41%2025-09-302025-11-13history
NSC NORFOLK SOUTHN CORP1.0K shares-5.18%2025-09-302025-11-13history
FNDX SCHWAB STRATEGIC TR10.7K sharesnew addition2025-09-302025-11-13history
VV VANGUARD INDEX FDS895 shares-6.28%2025-09-302025-11-13history
BUFQ FIRST TR EXCHNG TRADED FD VI8.0K sharesnew addition2025-09-302025-11-13history
ACEI INNOVATOR ETFS TRUST11.2K sharesnew addition2025-09-302025-11-13history
Sponsored
VST VISTRA CORP1.5K shares-0.67%2025-09-302025-11-13history
IWF ISHARES TR574 shares20.59%2025-09-302025-11-13history
CMCSA COMCAST CORP NEW10.2K shares11.64%2025-09-302025-11-13history
MAGS LISTED FDS TR4.1K shares-8.61%2025-09-302025-11-13history
GLD SPDR GOLD TR720 sharesnew addition2025-09-302025-11-13history
MDT MEDTRONIC PLC2.9K shares1.21%2025-09-302025-11-13history
SMLF ISHARES TR3.6K shares0.00%2025-09-302025-11-13history
UBER UBER TECHNOLOGIES INC2.8K shares-10.31%2025-09-302025-11-13history
Sponsored
BLOK AMPLIFY ETF TR4.0K shares-2.34%2025-09-302025-11-13history
XSVM INVESCO EXCHANGE TRADED FD T4.8K sharesnew addition2025-09-302025-11-13history
NOW SERVICENOW INC299 shares-3.24%2025-09-302025-11-13history
IBDT ISHARES TR10.2K shares-13.32%2025-09-302025-11-13history
UDEC INNOVATOR ETFS TRUST6.6K shares-6.20%2025-09-302025-11-13history
VTIP VANGUARD MALVERN FDS5.1K shares-4.52%2025-09-302025-11-13history
ONEQ FIDELITY COMWLTH TR2.8K shares0.00%2025-09-302025-11-13history
SHOP SHOPIFY INC1.6K shares-39.06%2025-09-302025-11-13history
Sponsored
VGIT VANGUARD SCOTTSDALE FDS4.1K shares12.67%2025-09-302025-11-13history
PFE PFIZER INC10.2K shares2.15%2025-09-302025-11-13history
ESGD ISHARES TR2.6K sharesnew addition2025-09-302025-11-13history
PSA PUBLIC STORAGE OPER CO901 sharesnew addition2025-09-302025-11-13history
ET ENERGY TRANSFER L P14.6K sharesnew addition2025-09-302025-11-13history
SPAB SPDR SERIES TRUST9.4K shares-2.64%2025-09-302025-11-13history
DVY ISHARES TR1.7K shares-7.86%2025-09-302025-11-13history
RTX RTX CORPORATION1.3K shares-8.01%2025-09-302025-11-13history
Sponsored
ASML ASML HOLDING N V230 sharesnew addition2025-09-302025-11-13history
HELO J P MORGAN EXCHANGE TRADED F3.6K shares-0.11%2025-09-302025-11-13history
ENB ENBRIDGE INC4.9K shares-3.99%2025-09-302025-11-13history
CB CHUBB LIMITED812 shares3.05%2025-09-302025-11-13history
LCTD BLACKROCK ETF TRUST4.3K shares7.96%2025-09-302025-11-13history
GIGB GOLDMAN SACHS ETF TR5.0K shares-11.28%2025-09-302025-11-13history
XDSQ INNOVATOR ETFS TRUST5.7K shares-15.62%2025-09-302025-11-13history
TIP ISHARES TR2.0K sharesnew addition2025-09-302025-11-13history
Sponsored
IYH ISHARES TR3.6K shares-6.67%2025-09-302025-11-13history
BDX BECTON DICKINSON & CO1.2K sharesnew addition2025-09-302025-11-13history
XLE SELECT SECTOR SPDR TR2.4K shares-2.36%2025-09-302025-11-13history
NRG NRG ENERGY INC1.3K shares0.48%2025-09-302025-11-13history
JQUA J P MORGAN EXCHANGE TRADED F3.4K shares0.06%2025-09-302025-11-13history
TSLX SIXTH STREET SPECIALTY LENDI10.0K sharesnew addition2025-09-302025-11-13history
SCHF SCHWAB STRATEGIC TR8.7K sharesnew addition2025-09-302025-11-13history
MRK MERCK & CO INC2.4K sharesnew addition2025-09-302025-11-13history
Sponsored
GBIL GOLDMAN SACHS ETF TR2.1K shares-11.62%2025-09-302025-11-13history
VOOV VANGUARD ADMIRAL FDS INC1.0K sharesnew addition2025-09-302025-11-13history
PDEC INNOVATOR ETFS TRUST4.8K sharesnew addition2025-09-302025-11-13history
QUS SPDR SERIES TRUST1.2K sharesnew addition2025-09-302025-11-13history
SCHD SCHWAB STRATEGIC TR7.5K sharesnew addition2025-09-302025-11-13history
NKX NUVEEN CALIFORNIA AMT QLT MU12.8K sharesnew addition2025-09-302025-11-13history
ADT ADT INC DEL15.6K shares0.72%2025-09-302025-11-13history
GRAB GRAB HOLDINGS LIMITED10.5K sharesnew addition2025-09-302025-11-13history
Sponsored
IBRX IMMUNITYBIO INC14.4K shares-0.48%2025-09-302025-11-13history

Call Option Holdings
SG Call CallSWEETGREEN INC77.7K sharesnew addition2025-09-302025-11-13history

Put Option Holdings
No put option holdings data available