The Analysis of Meridian Wealth Management, LLC's Holdings
Currently, Meridian Wealth Management, LLC holds 707 types of securities in its portfolio with a total value $2.6B. In the most recent quarter, they have increased their positions in SPMO (+200.4K shares, valued at $24.3M), PLTR (+45.1K shares, valued at $8.2M), AUSF (+168.8K shares, valued at $7.9M); decreased their positions in HEFA (-260.9K shares, valued at $10.3M), AMD (-61.7K shares, valued at $10.0M), COWZ (-132.4K shares, valued at $7.6M); initiated new positions in IDMO (+134.6K shares, valued at $7.3M), AMSC (+91.1K shares, valued at $5.4M), NEE-PS (+70.9K shares, valued at $3.5M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION759.6K shares-1.37%2025-09-302025-11-04
AAPL APPLE INC401.8K shares2.53%2025-09-302025-11-04 QQQ INVESCO QQQ TR163.9K shares1.15%2025-09-302025-11-04 MSFT MICROSOFT CORP164.2K shares1.84%2025-09-302025-11-04 XOM EXXON MOBIL CORP686.9K shares-4.32%2025-09-302025-11-04 AMZN AMAZON COM INC332.5K shares2.57%2025-09-302025-11-04 JPM JPMORGAN CHASE & CO.195.7K shares0.67%2025-09-302025-11-04 SPY SPDR S&P 500 ETF TR92.1K shares0.19%2025-09-302025-11-04 AVGO BROADCOM INC125.5K shares12.04%2025-09-302025-11-04 GOOGL ALPHABET INC157.6K shares2.83%2025-09-302025-11-04 BND VANGUARD BD INDEX FDS485.8K shares5.17%2025-09-302025-11-04 BRK.B BERKSHIRE HATHAWAY INC DEL69.4K shares-5.30%2025-09-302025-11-04 HOOD ROBINHOOD MKTS INC232.2K shares0.25%2025-09-302025-11-04 VUG VANGUARD INDEX FDS69.1K shares16.03%2025-09-302025-11-04 IVV ISHARES TR46.2K shares-1.72%2025-09-302025-11-04 SPMO INVESCO EXCH TRADED FD TR II243.5K shares465.35%2025-09-302025-11-04 TSLA TESLA INC62.2K shares-1.47%2025-09-302025-11-04 SCHG SCHWAB STRATEGIC TR827.7K shares-3.08%2025-09-302025-11-04 GOOG ALPHABET INC102.8K shares3.98%2025-09-302025-11-04 VTV VANGUARD INDEX FDS126.1K shares4.43%2025-09-302025-11-04 META META PLATFORMS INC31.5K shares-9.14%2025-09-302025-11-04 GLD SPDR GOLD TR63.7K shares34.91%2025-09-302025-11-04 PLTR PALANTIR TECHNOLOGIES INC122.5K shares58.23%2025-09-302025-11-04 SHOP SHOPIFY INC123.7K shares0.68%2025-09-302025-11-04 CAT CATERPILLAR INC38.0K shares-8.28%2025-09-302025-11-04 VOO VANGUARD INDEX FDS28.8K shares-3.10%2025-09-302025-11-04 ABBV ABBVIE INC75.6K shares-1.46%2025-09-302025-11-04 VTI VANGUARD INDEX FDS52.2K shares11.53%2025-09-302025-11-04 COST COSTCO WHSL CORP NEW18.3K shares-1.26%2025-09-302025-11-04 AER AERCAP HOLDINGS NV137.1K shares0.00%2025-09-302025-11-04 WMT WALMART INC153.9K shares4.11%2025-09-302025-11-04 ISRG INTUITIVE SURGICAL INC33.3K shares2.39%2025-09-302025-11-04 VBR VANGUARD INDEX FDS70.7K shares5.31%2025-09-302025-11-04 IBM INTERNATIONAL BUSINESS MACHS52.1K shares0.77%2025-09-302025-11-04 HD HOME DEPOT INC36.1K shares1.91%2025-09-302025-11-04 TSM TAIWAN SEMICONDUCTOR MFG LTD51.6K shares90.76%2025-09-302025-11-04 ORCL ORACLE CORP50.7K shares6.62%2025-09-302025-11-04 SPYV SPDR SERIES TRUST254.5K shares1.25%2025-09-302025-11-04 IJH ISHARES TR209.4K shares0.02%2025-09-302025-11-04 RDDT REDDIT INC59.4K shares-7.52%2025-09-302025-11-04 SCHF SCHWAB STRATEGIC TR562.3K shares0.72%2025-09-302025-11-04 AUSF GLOBAL X FDS278.6K shares153.75%2025-09-302025-11-04 DGRO ISHARES TR188.8K shares-0.07%2025-09-302025-11-04 BUFR FIRST TR EXCHNG TRADED FD VI375.5K shares2.31%2025-09-302025-11-04 SCHB SCHWAB STRATEGIC TR485.6K shares0.53%2025-09-302025-11-04 CVX CHEVRON CORP NEW78.8K shares0.60%2025-09-302025-11-04 IEFA ISHARES TR128.7K shares27.95%2025-09-302025-11-04 GOVT ISHARES TR484.1K shares4.86%2025-09-302025-11-04 SYBT STOCK YDS BANCORP INC149.9K shares3.67%2025-09-302025-11-04 GDX VANECK ETF TRUST133.9K shares-1.66%2025-09-302025-11-04 JNJ JOHNSON & JOHNSON53.3K shares22.40%2025-09-302025-11-04 SCHJ SCHWAB STRATEGIC TR395.9K shares6.24%2025-09-302025-11-04 KLAC KLA CORP8.9K shares0.48%2025-09-302025-11-04 SHV ISHARES TR86.6K shares3.85%2025-09-302025-11-04 XSMO INVESCO EXCHANGE TRADED FD T129.5K shares16.79%2025-09-302025-11-04 V VISA INC27.8K shares7.23%2025-09-302025-11-04 RTX RTX CORPORATION56.5K shares-4.38%2025-09-302025-11-04 NFLX NETFLIX INC7.6K shares7.69%2025-09-302025-11-04 MA MASTERCARD INCORPORATED15.9K shares20.79%2025-09-302025-11-04 UNP UNION PAC CORP37.4K shares2.83%2025-09-302025-11-04 SOXX ISHARES TR32.3K shares-2.94%2025-09-302025-11-04 SPYM SPDR SERIES TRUST110.7K shares4.89%2025-09-302025-11-04 LLY ELI LILLY & CO11.1K shares10.25%2025-09-302025-11-04 PG PROCTER AND GAMBLE CO55.2K shares-1.26%2025-09-302025-11-04 SLV ISHARES SILVER TR191.0K shares-0.47%2025-09-302025-11-04 IGM ISHARES TR64.2K shares0.00%2025-09-302025-11-04 IGSB ISHARES TR149.8K shares0.22%2025-09-302025-11-04 IQLT ISHARES TR177.3K shares7.00%2025-09-302025-11-04 PEP PEPSICO INC55.2K shares-1.83%2025-09-302025-11-04 DE DEERE & CO16.2K shares14.73%2025-09-302025-11-04 GE GE AEROSPACE24.6K shares5.18%2025-09-302025-11-04 IDMO INVESCO EXCH TRADED FD TR II134.6K sharesnew addition2025-09-302025-11-04 VCIT VANGUARD SCOTTSDALE FDS84.7K shares8.34%2025-09-302025-11-04 SCHM SCHWAB STRATEGIC TR238.5K shares-2.55%2025-09-302025-11-04 BIL SPDR SERIES TRUST76.1K shares4.42%2025-09-302025-11-04 SCHD SCHWAB STRATEGIC TR255.3K shares5.62%2025-09-302025-11-04 VIG VANGUARD SPECIALIZED FUNDS32.1K shares1.04%2025-09-302025-11-04 DIA SPDR DOW JONES INDL AVERAGE14.5K shares-31.83%2025-09-302025-11-04 PANW PALO ALTO NETWORKS INC33.0K shares1.18%2025-09-302025-11-04 IJR ISHARES TR56.5K shares-0.87%2025-09-302025-11-04 CRWD CROWDSTRIKE HLDGS INC13.6K shares-14.87%2025-09-302025-11-04 SPYG SPDR SERIES TRUST63.2K shares-1.21%2025-09-302025-11-04 SCHA SCHWAB STRATEGIC TR234.1K shares-5.65%2025-09-302025-11-04 VCSH VANGUARD SCOTTSDALE FDS80.9K shares10.68%2025-09-302025-11-04 VOT VANGUARD INDEX FDS21.2K shares2.02%2025-09-302025-11-04 MAIN MAIN STR CAP CORP97.4K shares-2.73%2025-09-302025-11-04 PWB INVESCO EXCHANGE TRADED FD T49.3K shares-0.20%2025-09-302025-11-04 MRK MERCK & CO INC73.5K shares3.10%2025-09-302025-11-04 CRM SALESFORCE INC25.2K shares6.06%2025-09-302025-11-04 UNH UNITEDHEALTH GROUP INC17.1K shares-15.20%2025-09-302025-11-04 ANET ARISTA NETWORKS INC39.6K shares-2.36%2025-09-302025-11-04 VRP INVESCO EXCH TRADED FD TR II228.4K shares1.03%2025-09-302025-11-04 IWP ISHARES TR39.4K shares5.54%2025-09-302025-11-04 DHI D R HORTON INC32.5K shares5.18%2025-09-302025-11-04 AMSC AMERICAN SUPERCONDUCTOR CORP91.1K sharesnew addition2025-09-302025-11-04 VB VANGUARD INDEX FDS21.9K shares11.11%2025-09-302025-11-04 SPHY SPDR SERIES TRUST221.8K shares9.12%2025-09-302025-11-04 ARES ARES MANAGEMENT CORPORATION32.7K shares-3.69%2025-09-302025-11-04 KMI KINDER MORGAN INC DEL182.0K shares4.71%2025-09-302025-11-04 SO SOUTHERN CO52.6K shares-8.15%2025-09-302025-11-04 CIBR FIRST TR EXCHANGE TRADED FD65.1K shares-18.12%2025-09-302025-11-04 NOC NORTHROP GRUMMAN CORP8.0K shares-0.81%2025-09-302025-11-04 ORLY OREILLY AUTOMOTIVE INC44.7K shares-0.91%2025-09-302025-11-04 EFA ISHARES TR51.3K shares15.66%2025-09-302025-11-04 SCHV SCHWAB STRATEGIC TR163.8K shares-0.10%2025-09-302025-11-04 VEA VANGUARD TAX-MANAGED FDS80.3K shares26.57%2025-09-302025-11-04 GILD GILEAD SCIENCES INC41.9K shares-2.10%2025-09-302025-11-04 QQQM INVESCO EXCH TRADED FD TR II18.7K shares-0.29%2025-09-302025-11-04 EMR EMERSON ELEC CO35.3K shares1.77%2025-09-302025-11-04 FE FIRSTENERGY CORP100.9K shares7.30%2025-09-302025-11-04 TFLO ISHARES TR91.3K shares-37.83%2025-09-302025-11-04 SDVY FIRST TR EXCHANGE-TRADED FD120.3K shares1.96%2025-09-302025-11-04 AMD ADVANCED MICRO DEVICES INC28.2K shares-68.65%2025-09-302025-11-04 KYN KAYNE ANDERSON ENERGY INFRST365.2K shares6.38%2025-09-302025-11-04 XLE SELECT SECTOR SPDR TR50.4K shares-0.17%2025-09-302025-11-04 IYW ISHARES TR22.2K shares-13.06%2025-09-302025-11-04 DON WISDOMTREE TR83.0K shares0.94%2025-09-302025-11-04 VPL VANGUARD INTL EQUITY INDEX F47.8K shares-0.03%2025-09-302025-11-04 WCMI FIRST TR EXCHANGE-TRADED FD247.0K shares16.82%2025-09-302025-11-04 IEF ISHARES TR43.0K shares6.27%2025-09-302025-11-04 TLT ISHARES TR46.4K shares0.47%2025-09-302025-11-04 GEV GE VERNOVA INC6.7K shares39.07%2025-09-302025-11-04 NOW SERVICENOW INC4.4K shares-42.73%2025-09-302025-11-04 FTEC FIDELITY COVINGTON TRUST18.2K shares17.44%2025-09-302025-11-04 AMGN AMGEN INC14.3K shares-2.83%2025-09-302025-11-04 VTEB VANGUARD MUN BD FDS80.2K shares27.37%2025-09-302025-11-04 SCHX SCHWAB STRATEGIC TR152.5K shares-2.75%2025-09-302025-11-04 DFAC DIMENSIONAL ETF TRUST103.8K shares-6.35%2025-09-302025-11-04 LAMR LAMAR ADVERTISING CO NEW32.5K shares-0.86%2025-09-302025-11-04 HEQT SIMPLIFY EXCHANGE TRADED FUN127.1K shares6.73%2025-09-302025-11-04 TRI THOMSON REUTERS CORP25.5K shares-2.71%2025-09-302025-11-04 EPI WISDOMTREE TR89.5K shares19.23%2025-09-302025-11-04 ARCC ARES CAPITAL CORP192.6K shares2.77%2025-09-302025-11-04 MS MORGAN STANLEY24.7K shares-1.48%2025-09-302025-11-04 ROP ROPER TECHNOLOGIES INC7.8K shares1.13%2025-09-302025-11-04 ING ING GROEP N.V.148.1K shares-3.08%2025-09-302025-11-04 IWF ISHARES TR8.2K shares2.46%2025-09-302025-11-04 LVHI LEGG MASON ETF INVT110.5K shares4.07%2025-09-302025-11-04 FV FIRST TR EXCHANGE TRADED FD61.0K shares0.00%2025-09-302025-11-04 XLV SELECT SECTOR SPDR TR27.0K shares0.03%2025-09-302025-11-04 BSV VANGUARD BD INDEX FDS47.4K shares0.05%2025-09-302025-11-04 DLR DIGITAL RLTY TR INC21.5K shares-3.02%2025-09-302025-11-04 EEM ISHARES TR67.0K shares4.26%2025-09-302025-11-04 VYM VANGUARD WHITEHALL FDS25.1K shares0.33%2025-09-302025-11-04 FEZ SPDR INDEX SHS FDS56.9K shares8.81%2025-09-302025-11-04 NEE-PS NEXTERA ENERGY INC70.9K sharesnew addition2025-09-302025-11-04 IWM ISHARES TR14.5K shares1.54%2025-09-302025-11-04 CGGR CAPITAL GROUP GROWTH ETF79.3K shares8.91%2025-09-302025-11-04 SPGI S&P GLOBAL INC6.9K shares2.18%2025-09-302025-11-04 GSBD GOLDMAN SACHS BDC INC328.4K shares5.76%2025-09-302025-11-04 VO VANGUARD INDEX FDS11.2K shares-0.51%2025-09-302025-11-04 PAYX PAYCHEX INC25.8K shares0.00%2025-09-302025-11-04 EQH EQUITABLE HLDGS INC62.9K shares-0.48%2025-09-302025-11-04 DGT SPDR SERIES TRUST19.7K shares1.80%2025-09-302025-11-04 ADBE ADOBE INC9.0K shares-3.91%2025-09-302025-11-04 FNDX SCHWAB STRATEGIC TR119.6K shares-1.36%2025-09-302025-11-04 OEF ISHARES TR9.4K shares30.14%2025-09-302025-11-04 APP APPLOVIN CORP4.2K shares81.43%2025-09-302025-11-04 VEU VANGUARD INTL EQUITY INDEX F42.3K shares-0.55%2025-09-302025-11-04 BAC BANK AMERICA CORP58.3K shares54.59%2025-09-302025-11-04 IREN IREN LIMITED63.8K sharesnew addition2025-09-302025-11-04 PAVE GLOBAL X FDS62.8K shares-3.65%2025-09-302025-11-04 RIOT RIOT PLATFORMS INC156.5K sharesnew addition2025-09-302025-11-04 UL UNILEVER PLC49.6K shares-2.58%2025-09-302025-11-04 LOW LOWES COS INC11.7K shares5.45%2025-09-302025-11-04 EDV VANGUARD WORLD FD42.3K shares0.36%2025-09-302025-11-04 PEG PUBLIC SVC ENTERPRISE GRP IN34.6K shares-3.72%2025-09-302025-11-04 KO COCA COLA CO43.3K shares4.24%2025-09-302025-11-04 SDOG ALPS ETF TR47.5K shares-1.04%2025-09-302025-11-04 C CITIGROUP INC28.1K shares5.52%2025-09-302025-11-04 MDY SPDR S&P MIDCAP 400 ETF TR4.8K shares7.99%2025-09-302025-11-04 GRNY TIDAL TRUST I112.5K sharesnew addition2025-09-302025-11-04 FNF FIDELITY NATIONAL FINANCIAL45.6K shares-1.19%2025-09-302025-11-04 BKNG BOOKING HOLDINGS INC506 shares0.00%2025-09-302025-11-04 SMH VANECK ETF TRUST8.3K shares46.87%2025-09-302025-11-04 AXSM AXSOME THERAPEUTICS INC22.1K shares0.47%2025-09-302025-11-04 XME SPDR SERIES TRUST28.7K shares177.04%2025-09-302025-11-04 CGDV CAPITAL GROUP DIVIDEND VALUE62.6K shares14.04%2025-09-302025-11-04 AGG ISHARES TR26.2K shares30.16%2025-09-302025-11-04 WAT WATERS CORP8.7K shares-3.33%2025-09-302025-11-04 XLY SELECT SECTOR SPDR TR11.1K shares0.76%2025-09-302025-11-04 HYG ISHARES TR32.1K shares-1.14%2025-09-302025-11-04 SOFI SOFI TECHNOLOGIES INC98.3K sharesnew addition2025-09-302025-11-04 ASML ASML HOLDING N V2.7K shares144.26%2025-09-302025-11-04 SGOV ISHARES TR25.4K shares18.09%2025-09-302025-11-04 IOO ISHARES TR20.9K shares-45.75%2025-09-302025-11-04 RSP INVESCO EXCHANGE TRADED FD T13.1K shares5.82%2025-09-302025-11-04 PM PHILIP MORRIS INTL INC15.1K shares-1.55%2025-09-302025-11-04 ABT ABBOTT LABS18.3K shares19.53%2025-09-302025-11-04 VWO VANGUARD INTL EQUITY INDEX F45.6K shares2.22%2025-09-302025-11-04 MRVL MARVELL TECHNOLOGY INC27.9K shares-71.99%2025-09-302025-11-04 GSLC GOLDMAN SACHS ETF TR17.9K shares-26.82%2025-09-302025-11-04 VGT VANGUARD WORLD FD3.1K shares-0.64%2025-09-302025-11-04 BMY BRISTOL-MYERS SQUIBB CO51.1K shares1.54%2025-09-302025-11-04 XLF SELECT SECTOR SPDR TR43.5K shares8.74%2025-09-302025-11-04 CDNS CADENCE DESIGN SYSTEM INC6.5K shares-4.60%2025-09-302025-11-04 CGUS CAPITAL GROUP CORE EQUITY ET57.6K shares17.02%2025-09-302025-11-04 QXO QXO INC118.7K shares13.03%2025-09-302025-11-04 XLK SELECT SECTOR SPDR TR8.0K shares-2.08%2025-09-302025-11-04 XMMO INVESCO EXCHANGE TRADED FD T16.6K sharesnew addition2025-09-302025-11-04 VZ VERIZON COMMUNICATIONS INC51.0K shares11.32%2025-09-302025-11-04 PPA INVESCO EXCHANGE TRADED FD T14.4K shares-6.69%2025-09-302025-11-04 FLDR FIDELITY MERRIMACK STR TR44.1K sharesnew addition2025-09-302025-11-04 LMT LOCKHEED MARTIN CORP4.4K shares-17.03%2025-09-302025-11-04 MCD MCDONALDS CORP7.2K shares-5.50%2025-09-302025-11-04 OWL BLUE OWL CAPITAL INC129.6K shares-0.61%2025-09-302025-11-04 PGR PROGRESSIVE CORP8.8K shares2.77%2025-09-302025-11-04 AMAT APPLIED MATLS INC10.6K shares-6.59%2025-09-302025-11-04 SNY SANOFI SA45.5K shares-0.07%2025-09-302025-11-04 BA BOEING CO9.7K shares9.44%2025-09-302025-11-04 URA GLOBAL X FDS43.6K sharesnew addition2025-09-302025-11-04 FBTC FIDELITY WISE ORIGIN BITCOIN20.7K shares-2.01%2025-09-302025-11-04 IBDT ISHARES TR79.7K shares18.98%2025-09-302025-11-04 CGGO CAPITAL GROUP GBL GROWTH EQT59.0K shares21.83%2025-09-302025-11-04 GBTC GRAYSCALE BITCOIN TRUST ETF22.4K shares0.13%2025-09-302025-11-04 COF CAPITAL ONE FINL CORP9.4K shares334.77%2025-09-302025-11-04 VOE VANGUARD INDEX FDS11.5K shares4.49%2025-09-302025-11-04 ITB ISHARES TR18.6K shares5.71%2025-09-302025-11-04 T AT&T INC69.6K shares1.85%2025-09-302025-11-04 IWR ISHARES TR20.2K shares-3.47%2025-09-302025-11-04 QUAL ISHARES TR10.0K shares49.53%2025-09-302025-11-04 PFE PFIZER INC76.0K shares-2.04%2025-09-302025-11-04 IWY ISHARES TR7.1K shares-7.64%2025-09-302025-11-04 SSO PROSHARES TR17.2K shares-2.60%2025-09-302025-11-04 IBDV ISHARES TR86.2K shares19.93%2025-09-302025-11-04 ETN EATON CORP PLC5.1K shares7.83%2025-09-302025-11-04 AXP AMERICAN EXPRESS CO5.6K shares27.95%2025-09-302025-11-04 CGCB CAPITAL GRP FIXED INCM ETF T70.0K shares23.08%2025-09-302025-11-04 SPAB SPDR SERIES TRUST71.9K shares-1.95%2025-09-302025-11-04 GS GOLDMAN SACHS GROUP INC2.3K shares39.39%2025-09-302025-11-04 ENVX ENOVIX CORPORATION186.3K shares19.88%2025-09-302025-11-04 ET ENERGY TRANSFER L P107.8K shares-7.61%2025-09-302025-11-04 TBIL RBB FD INC36.9K shares47.59%2025-09-302025-11-04 IEV ISHARES TR28.0K shares-2.10%2025-09-302025-11-04 DIS DISNEY WALT CO15.8K shares-8.22%2025-09-302025-11-04 EMXC ISHARES INC26.7K shares-2.31%2025-09-302025-11-04 DUK DUKE ENERGY CORP NEW14.5K shares1.82%2025-09-302025-11-04 QLD PROSHARES TR13.1K shares-12.35%2025-09-302025-11-04 FAST FASTENAL CO36.5K shares10.06%2025-09-302025-11-04 IBDU ISHARES TR75.4K shares15.70%2025-09-302025-11-04 WM WASTE MGMT INC DEL8.0K shares-3.45%2025-09-302025-11-04 IJK ISHARES TR18.4K shares33.23%2025-09-302025-11-04 WFC WELLS FARGO CO NEW21.0K shares-12.52%2025-09-302025-11-04 QCOM QUALCOMM INC10.6K shares-17.57%2025-09-302025-11-04 CGCV CAPITAL GROUP CONSERVATIVE E57.7K shares-3.05%2025-09-302025-11-04 SUB ISHARES 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INC1.2K shares0.60%2025-09-302025-11-04 TSCO TRACTOR SUPPLY CO10.1K shares-2.73%2025-09-302025-11-04 CME CME GROUP INC2.1K shares-0.93%2025-09-302025-11-04 FUMB FIRST TR EXCH TRADED FD III28.3K shares135.47%2025-09-302025-11-04 AEP AMERICAN ELEC PWR CO INC5.0K shares1.51%2025-09-302025-11-04 ALL ALLSTATE CORP2.6K shares-0.04%2025-09-302025-11-04 BE BLOOM ENERGY CORP6.5K sharesnew addition2025-09-302025-11-04 DGRW WISDOMTREE TR6.2K shares-13.72%2025-09-302025-11-04 VMBS VANGUARD SCOTTSDALE FDS11.8K shares73.02%2025-09-302025-11-04 GDXJ VANECK ETF TRUST5.5K shares0.00%2025-09-302025-11-04 MTB M & T BK CORP2.8K shares11.79%2025-09-302025-11-04 UMAR INNOVATOR ETFS TRUST13.9K shares-16.16%2025-09-302025-11-04 BSX BOSTON SCIENTIFIC CORP5.5K shares157.33%2025-09-302025-11-04 MCO MOODYS CORP1.1K shares16.58%2025-09-302025-11-04 IVOG VANGUARD ADMIRAL FDS INC4.5K shares0.00%2025-09-302025-11-04 LNG CHENIERE ENERGY INC2.3K shares25.81%2025-09-302025-11-04 BSMS INVESCO EXCH TRD SLF IDX FD22.6K shares0.00%2025-09-302025-11-04 IVOV VANGUARD ADMIRAL FDS INC5.2K shares14.97%2025-09-302025-11-04 PODD INSULET CORP1.7K shares24.52%2025-09-302025-11-04 JIRE J P MORGAN EXCHANGE TRADED F7.1K shares1.38%2025-09-302025-11-04 RMD RESMED INC1.9K shares25.99%2025-09-302025-11-04 SRE SEMPRA5.8K shares-1.56%2025-09-302025-11-04 EHC ENCOMPASS HEALTH CORP4.1K shares-0.05%2025-09-302025-11-04 HEDJ WISDOMTREE TR10.3K shares0.00%2025-09-302025-11-04 ACWX ISHARES TR7.9K shares64.33%2025-09-302025-11-04 LMBS FIRST TR EXCHANGE-TRADED FD10.3K shares52.82%2025-09-302025-11-04 SONO SONOS INC32.3K shares11.28%2025-09-302025-11-04 ROL ROLLINS INC8.7K shares10.61%2025-09-302025-11-04 USB US BANCORP DEL10.6K shares2.75%2025-09-302025-11-04 MSI MOTOROLA SOLUTIONS INC1.1K shares-33.09%2025-09-302025-11-04 COR CENCORA INC1.6K shares-2.71%2025-09-302025-11-04 QLC FLEXSHARES TR6.5K shares0.00%2025-09-302025-11-04 DFNM DIMENSIONAL ETF TRUST10.5K shares23.88%2025-09-302025-11-04 OKE ONEOK INC NEW6.9K shares-7.63%2025-09-302025-11-04 MDLZ MONDELEZ INTL INC8.1K shares-0.77%2025-09-302025-11-04 IWV ISHARES TR1.3K shares0.00%2025-09-302025-11-04 ITA ISHARES TR2.4K shares2.97%2025-09-302025-11-04 CNI CANADIAN NATL RY CO5.2K shares1.97%2025-09-302025-11-04 SCHW SCHWAB CHARLES CORP5.1K shares1.30%2025-09-302025-11-04 CMCSA COMCAST CORP NEW15.4K shares0.25%2025-09-302025-11-04 NEM NEWMONT CORP5.7K shares-11.72%2025-09-302025-11-04 BX BLACKSTONE INC2.8K shares2.65%2025-09-302025-11-04 STIP ISHARES TR4.6K shares2.24%2025-09-302025-11-04 IUSV ISHARES TR4.8K shares4.64%2025-09-302025-11-04 AXON AXON ENTERPRISE INC661 shares-13.71%2025-09-302025-11-04 GM GENERAL MTRS CO8.1K shares6.68%2025-09-302025-11-04 ENB ENBRIDGE INC9.3K shares-3.41%2025-09-302025-11-04 VYMI VANGUARD WHITEHALL FDS5.5K shares-3.83%2025-09-302025-11-04 STEW SRH TOTAL RETURN FUND INC25.9K sharesnew addition2025-09-302025-11-04 NUE NUCOR CORP3.5K shares5.39%2025-09-302025-11-04 FXU FIRST TR EXCHANGE TRADED FD10.3K shares0.00%2025-09-302025-11-04 SCHE SCHWAB STRATEGIC TR14.0K shares-6.47%2025-09-302025-11-04 GWW GRAINGER W W INC491 shares20.64%2025-09-302025-11-04 CARR CARRIER GLOBAL CORPORATION7.8K shares19.07%2025-09-302025-11-04 MDYV SPDR SERIES TRUST5.6K shares0.00%2025-09-302025-11-04 CSL CARLISLE COS INC1.4K shares-0.07%2025-09-302025-11-04 FTNT FORTINET INC5.5K shares-58.89%2025-09-302025-11-04 RBCAA REPUBLIC BANCORP INC KY6.2K shares0.00%2025-09-302025-11-04 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available