The Analysis of MidWestOne Financial Group, Inc.'s Holdings
Currently, MidWestOne Financial Group, Inc. holds 302 types of securities in its portfolio with a total value $823.4M. In the most recent quarter, they have increased their positions in UTHR (+8.3K shares, valued at $3.5M), AGG (+21.5K shares, valued at $2.2M), VCLT (+26.9K shares, valued at $2.1M); decreased their positions in DOC (-176.9K shares, valued at $3.4M), DE (-5.0K shares, valued at $2.3M), VONG (-15.8K shares, valued at $1.9M); initiated new positions in IBIT (+7.2K shares, valued at $465.9K), EXE (+4.3K shares, valued at $460.3K), ALK (+8.5K shares, valued at $422.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MOFG MIDWESTONE FINL GROUP INC NE4.1M shares-0.03%2025-09-302025-11-06
AAPL APPLE INC132.2K shares-0.33%2025-09-302025-11-06 SCHV SCHWAB STRATEGIC TR1.1M shares1.94%2025-09-302025-11-06 VONG VANGUARD SCOTTSDALE FDS261.3K shares-5.72%2025-09-302025-11-06 SPYM SPDR SERIES TRUST301.8K shares-2.54%2025-09-302025-11-06 IEFA ISHARES TR260.7K shares0.20%2025-09-302025-11-06 VCLT VANGUARD SCOTTSDALE FDS246.5K shares12.27%2025-09-302025-11-06 MSFT MICROSOFT CORP30.2K shares-0.03%2025-09-302025-11-06 SCHB SCHWAB STRATEGIC TR604.7K shares4.22%2025-09-302025-11-06 AGG ISHARES TR153.6K shares16.23%2025-09-302025-11-06 SPAB SPDR SERIES TRUST490.9K shares12.48%2025-09-302025-11-06 VCSH VANGUARD SCOTTSDALE FDS132.5K shares12.20%2025-09-302025-11-06 MU MICRON TECHNOLOGY INC61.8K shares-7.22%2025-09-302025-11-06 JPM JPMORGAN CHASE & CO.30.3K shares0.25%2025-09-302025-11-06 UTEN RBB FD INC165.5K shares10.14%2025-09-302025-11-06 ABBV ABBVIE INC31.6K shares-5.26%2025-09-302025-11-06 AVGO BROADCOM INC20.9K shares-2.01%2025-09-302025-11-06 META META PLATFORMS INC9.3K shares3.82%2025-09-302025-11-06 ORCL ORACLE CORP24.3K shares-3.64%2025-09-302025-11-06 UMBF UMB FINL CORP56.1K shares0.00%2025-09-302025-11-06 GOOG ALPHABET INC25.8K shares4.10%2025-09-302025-11-06 MLN VANECK ETF TRUST338.2K shares4.80%2025-09-302025-11-06 BRK.B BERKSHIRE HATHAWAY INC DEL11.7K shares-3.94%2025-09-302025-11-06 URI UNITED RENTALS INC5.9K shares0.00%2025-09-302025-11-06 UAL UNITED AIRLS HLDGS INC55.6K shares-0.10%2025-09-302025-11-06 ABT ABBOTT LABS39.6K shares0.33%2025-09-302025-11-06 JAZZ JAZZ PHARMACEUTICALS PLC39.3K shares13.13%2025-09-302025-11-06 SPY SPDR S&P 500 ETF TR7.8K shares-0.86%2025-09-302025-11-06 AMZN AMAZON COM INC22.8K shares8.90%2025-09-302025-11-06 MUB ISHARES TR45.9K shares4.60%2025-09-302025-11-06 JNJ JOHNSON & JOHNSON26.3K shares-3.97%2025-09-302025-11-06 LLY ELI LILLY & CO6.4K shares-0.81%2025-09-302025-11-06 GPN GLOBAL PMTS INC58.2K shares32.44%2025-09-302025-11-06 XLU SELECT SECTOR SPDR TR55.3K shares2.53%2025-09-302025-11-06 JEPI J P MORGAN EXCHANGE TRADED F82.4K shares5.32%2025-09-302025-11-06 VCIT VANGUARD SCOTTSDALE FDS52.7K shares8.03%2025-09-302025-11-06 BG BUNGE GLOBAL SA53.6K shares11.61%2025-09-302025-11-06 IVV ISHARES TR6.5K shares0.00%2025-09-302025-11-06 T AT&T INC151.2K shares-0.14%2025-09-302025-11-06 XOM EXXON MOBIL CORP37.6K shares0.15%2025-09-302025-11-06 DIVB ISHARES TR79.3K shares5.05%2025-09-302025-11-06 FNDF SCHWAB STRATEGIC TR94.7K shares0.00%2025-09-302025-11-06 VO VANGUARD INDEX FDS13.9K shares19.37%2025-09-302025-11-06 LDOS LEIDOS HOLDINGS INC21.5K shares-9.91%2025-09-302025-11-06 UTHR UNITED THERAPEUTICS CORP DEL9.4K shares741.89%2025-09-302025-11-06 SIG SIGNET JEWELERS LIMITED40.5K shares-13.22%2025-09-302025-11-06 SPDW SPDR INDEX SHS FDS90.9K shares6.43%2025-09-302025-11-06 CAT CATERPILLAR INC8.0K shares0.25%2025-09-302025-11-06 GOOGL ALPHABET INC15.4K shares-7.65%2025-09-302025-11-06 SMB VANECK ETF TRUST214.2K shares5.06%2025-09-302025-11-06 MCK MCKESSON CORP4.8K shares0.00%2025-09-302025-11-06 CVX CHEVRON CORP NEW23.6K shares0.85%2025-09-302025-11-06 PG PROCTER AND GAMBLE CO23.2K shares0.03%2025-09-302025-11-06 SGRY SURGERY PARTNERS INC159.1K shares-21.90%2025-09-302025-11-06 DIVO AMPLIFY ETF TR75.4K shares0.23%2025-09-302025-11-06 HD HOME DEPOT INC8.1K shares0.52%2025-09-302025-11-06 AON AON PLC9.1K shares0.00%2025-09-302025-11-06 NRG NRG ENERGY INC20.0K shares58.06%2025-09-302025-11-06 CSCO CISCO SYS INC47.2K shares0.45%2025-09-302025-11-06 V VISA INC9.5K shares0.77%2025-09-302025-11-06 IEMG ISHARES INC48.8K shares-3.07%2025-09-302025-11-06 DELL DELL TECHNOLOGIES INC22.6K shares11.59%2025-09-302025-11-06 WAL WESTERN ALLIANCE BANCORP36.6K shares42.41%2025-09-302025-11-06 WMT WALMART INC30.4K shares1.27%2025-09-302025-11-06 ET ENERGY TRANSFER L P181.6K shares41.86%2025-09-302025-11-06 TMO THERMO FISHER SCIENTIFIC INC6.2K shares-8.42%2025-09-302025-11-06 DAR DARLING INGREDIENTS INC96.2K shares94.31%2025-09-302025-11-06 PFF ISHARES TR90.6K shares1.64%2025-09-302025-11-06 LNT ALLIANT ENERGY CORP42.0K shares-2.57%2025-09-302025-11-06 GGG GRACO INC33.0K shares0.00%2025-09-302025-11-06 IBM INTERNATIONAL BUSINESS MACHS9.8K shares0.00%2025-09-302025-11-06 GM GENERAL MTRS CO44.3K shares6.53%2025-09-302025-11-06 IUSG ISHARES TR16.0K shares0.00%2025-09-302025-11-06 LQD ISHARES TR23.5K shares-1.32%2025-09-302025-11-06 VOO VANGUARD INDEX FDS4.1K shares-2.08%2025-09-302025-11-06 DAL DELTA AIR LINES INC DEL42.6K shares-5.77%2025-09-302025-11-06 ALL ALLSTATE CORP11.2K shares-2.58%2025-09-302025-11-06 EMB ISHARES TR25.0K shares1.05%2025-09-302025-11-06 NVDA NVIDIA CORPORATION12.7K shares13.44%2025-09-302025-11-06 VB VANGUARD INDEX FDS9.3K shares20.96%2025-09-302025-11-06 QQQ INVESCO QQQ TR3.9K shares2.64%2025-09-302025-11-06 BA BOEING CO10.7K shares11.13%2025-09-302025-11-06 MET METLIFE INC27.6K shares-17.94%2025-09-302025-11-06 VZ VERIZON COMMUNICATIONS INC51.2K shares-1.11%2025-09-302025-11-06 C CITIGROUP INC22.0K shares-8.69%2025-09-302025-11-06 DE DEERE & CO4.8K shares-50.80%2025-09-302025-11-06 INTC INTEL CORP63.6K shares-4.88%2025-09-302025-11-06 GE GE AEROSPACE7.0K shares0.00%2025-09-302025-11-06 FEZ SPDR INDEX SHS FDS33.8K shares5.69%2025-09-302025-11-06 VRT VERTIV HOLDINGS CO13.9K shares-12.22%2025-09-302025-11-06 PM PHILIP MORRIS INTL INC12.8K shares-0.23%2025-09-302025-11-06 JEPQ J P MORGAN EXCHANGE TRADED F34.8K shares0.10%2025-09-302025-11-06 JPLD J P MORGAN EXCHANGE TRADED F37.6K shares2.94%2025-09-302025-11-06 VALE VALE S A181.1K shares-6.59%2025-09-302025-11-06 SCHP SCHWAB STRATEGIC TR71.3K shares9.21%2025-09-302025-11-06 BCS BARCLAYS PLC92.2K shares-2.44%2025-09-302025-11-06 GS GOLDMAN SACHS GROUP INC2.4K shares1.40%2025-09-302025-11-06 VGIT VANGUARD SCOTTSDALE FDS31.2K shares9.51%2025-09-302025-11-06 COST COSTCO WHSL CORP NEW2.0K shares1.01%2025-09-302025-11-06 SCHF SCHWAB STRATEGIC TR79.2K shares-2.95%2025-09-302025-11-06 VOT VANGUARD INDEX FDS6.3K shares-1.23%2025-09-302025-11-06 SYF SYNCHRONY FINANCIAL25.8K shares-9.82%2025-09-302025-11-06 MBB ISHARES TR18.4K shares1.68%2025-09-302025-11-06 IWR ISHARES TR18.1K shares0.00%2025-09-302025-11-06 EMR EMERSON ELEC CO13.1K shares0.74%2025-09-302025-11-06 BSX BOSTON SCIENTIFIC CORP17.5K shares15.86%2025-09-302025-11-06 RTX RTX CORPORATION10.1K shares0.00%2025-09-302025-11-06 TSLA TESLA INC3.8K shares-0.13%2025-09-302025-11-06 VOE VANGUARD INDEX FDS9.6K shares-4.70%2025-09-302025-11-06 EFA ISHARES TR17.7K shares-8.42%2025-09-302025-11-06 ORLY OREILLY AUTOMOTIVE INC15.0K shares-5.93%2025-09-302025-11-06 HDEF DBX ETF TR54.3K shares-0.24%2025-09-302025-11-06 XLF SELECT SECTOR SPDR TR28.6K shares-0.79%2025-09-302025-11-06 SCHD SCHWAB STRATEGIC TR56.1K shares1.65%2025-09-302025-11-06 VLO VALERO ENERGY CORP8.9K shares-8.82%2025-09-302025-11-06 PEP PEPSICO INC10.8K shares-0.61%2025-09-302025-11-06 HNI HNI CORP32.2K shares0.00%2025-09-302025-11-06 NSC NORFOLK SOUTHN CORP5.0K shares0.00%2025-09-302025-11-06 MRVL MARVELL TECHNOLOGY INC17.8K shares312.83%2025-09-302025-11-06 VEA VANGUARD TAX-MANAGED FDS24.4K shares0.00%2025-09-302025-11-06 IWV ISHARES TR3.9K shares0.00%2025-09-302025-11-06 BX BLACKSTONE INC8.3K shares0.85%2025-09-302025-11-06 MA MASTERCARD INCORPORATED2.5K shares-0.16%2025-09-302025-11-06 SNY SANOFI SA29.9K shares90.66%2025-09-302025-11-06 IWM ISHARES TR5.8K shares-3.60%2025-09-302025-11-06 SHEL SHELL PLC18.8K shares-0.14%2025-09-302025-11-06 MMM 3M CO8.6K shares0.00%2025-09-302025-11-06 IWP ISHARES TR9.4K shares0.00%2025-09-302025-11-06 HYMB SPDR SERIES TRUST53.5K shares2.38%2025-09-302025-11-06 CQQQ INVESCO EXCH TRADED FD TR II22.1K shares-42.89%2025-09-302025-11-06 NEE NEXTERA ENERGY INC17.2K shares0.29%2025-09-302025-11-06 VTWV VANGUARD SCOTTSDALE FDS8.2K shares-0.12%2025-09-302025-11-06 ACN ACCENTURE PLC IRELAND5.2K shares24.56%2025-09-302025-11-06 BLK BLACKROCK INC1.1K shares1.20%2025-09-302025-11-06 UNH UNITEDHEALTH GROUP INC3.6K shares-8.75%2025-09-302025-11-06 BMY BRISTOL-MYERS SQUIBB CO27.6K shares0.39%2025-09-302025-11-06 COP CONOCOPHILLIPS13.0K shares-21.46%2025-09-302025-11-06 CRM SALESFORCE INC5.0K shares-16.30%2025-09-302025-11-06 JNK SPDR SERIES TRUST12.1K shares0.10%2025-09-302025-11-06 MS MORGAN STANLEY7.3K shares0.34%2025-09-302025-11-06 CMI CUMMINS INC2.7K shares0.37%2025-09-302025-11-06 NFLX NETFLIX INC963 shares1.69%2025-09-302025-11-06 AXP AMERICAN EXPRESS CO3.4K shares0.00%2025-09-302025-11-06 VTWG VANGUARD SCOTTSDALE FDS4.8K shares-5.28%2025-09-302025-11-06 KO COCA COLA CO16.8K shares0.00%2025-09-302025-11-06 SCHW SCHWAB CHARLES CORP11.5K shares0.85%2025-09-302025-11-06 GLW CORNING INC13.4K shares1.54%2025-09-302025-11-06 GEV GE VERNOVA INC1.7K shares0.00%2025-09-302025-11-06 BAC BANK AMERICA CORP20.6K shares-25.59%2025-09-302025-11-06 MCD MCDONALDS CORP3.5K shares0.00%2025-09-302025-11-06 TJX TJX COS INC NEW7.3K shares0.00%2025-09-302025-11-06 PZA INVESCO EXCH TRADED FD TR II45.3K shares20.69%2025-09-302025-11-06 HOMB HOME BANCSHARES INC36.4K shares0.00%2025-09-302025-11-06 MRK MERCK & CO INC12.3K shares-3.42%2025-09-302025-11-06 REET ISHARES TR39.9K shares0.75%2025-09-302025-11-06 AMAT APPLIED MATLS INC4.9K shares16.06%2025-09-302025-11-06 NOW SERVICENOW INC1.1K shares8.01%2025-09-302025-11-06 VT VANGUARD INTL EQUITY INDEX F7.2K shares0.00%2025-09-302025-11-06 CTVA CORTEVA INC14.4K shares-2.73%2025-09-302025-11-06 VTRS VIATRIS INC98.3K shares7.43%2025-09-302025-11-06 DUK DUKE ENERGY CORP NEW7.9K shares1.12%2025-09-302025-11-06 VTEB VANGUARD MUN BD FDS19.3K shares0.00%2025-09-302025-11-06 HON HONEYWELL INTL INC4.4K shares0.00%2025-09-302025-11-06 PNC PNC FINL SVCS GROUP INC4.5K shares-0.16%2025-09-302025-11-06 CHE CHEMED CORP NEW2.0K shares0.00%2025-09-302025-11-06 TXN TEXAS INSTRS INC4.9K shares0.00%2025-09-302025-11-06 GLDM WORLD GOLD TR11.7K shares-55.54%2025-09-302025-11-06 WM WASTE MGMT INC DEL4.0K shares2.44%2025-09-302025-11-06 ROP ROPER TECHNOLOGIES INC1.8K shares0.00%2025-09-302025-11-06 DIS DISNEY WALT CO7.6K shares-0.70%2025-09-302025-11-06 DOC HEALTHPEAK PROPERTIES INC45.0K shares-79.72%2025-09-302025-11-06 THC TENET HEALTHCARE CORP4.2K shares-26.23%2025-09-302025-11-06 LMT LOCKHEED MARTIN CORP1.7K shares0.00%2025-09-302025-11-06 DCI DONALDSON INC10.3K shares0.00%2025-09-302025-11-06 TT TRANE TECHNOLOGIES PLC1.9K shares0.00%2025-09-302025-11-06 USB US BANCORP DEL16.8K shares-2.14%2025-09-302025-11-06 AMT AMERICAN TOWER CORP NEW4.2K shares1.22%2025-09-302025-11-06 CEG CONSTELLATION ENERGY CORP2.4K shares0.00%2025-09-302025-11-06 ICLR ICON PLC4.5K shares-0.31%2025-09-302025-11-06 CSX CSX CORP22.2K shares-2.63%2025-09-302025-11-06 CMCSA COMCAST CORP NEW24.1K shares-19.02%2025-09-302025-11-06 ITB ISHARES TR7.0K shares0.00%2025-09-302025-11-06 VUG VANGUARD INDEX FDS1.6K shares0.00%2025-09-302025-11-06 TLN TALEN ENERGY CORP1.7K shares-37.78%2025-09-302025-11-06 VST VISTRA CORP3.6K shares-30.01%2025-09-302025-11-06 DOV DOVER CORP4.2K shares0.00%2025-09-302025-11-06 MO ALTRIA GROUP INC10.1K shares0.00%2025-09-302025-11-06 EFG ISHARES TR5.8K shares0.00%2025-09-302025-11-06 DHR DANAHER CORPORATION3.3K shares0.83%2025-09-302025-11-06 ADI ANALOG DEVICES INC2.6K shares1.50%2025-09-302025-11-06 ITW ILLINOIS TOOL WKS INC2.4K shares-37.17%2025-09-302025-11-06 AZO AUTOZONE INC145 shares0.00%2025-09-302025-11-06 ADBE ADOBE INC1.8K shares105.48%2025-09-302025-11-06 REGN REGENERON PHARMACEUTICALS1.1K shares182.01%2025-09-302025-11-06 PFE PFIZER INC23.9K shares-6.63%2025-09-302025-11-06 CTRA COTERRA ENERGY INC25.7K shares-11.38%2025-09-302025-11-06 EFV ISHARES TR8.9K shares0.00%2025-09-302025-11-06 VBK VANGUARD INDEX FDS2.0K shares-8.45%2025-09-302025-11-06 UNP UNION PAC CORP2.3K shares-0.76%2025-09-302025-11-06 KMB KIMBERLY-CLARK CORP4.4K shares-0.56%2025-09-302025-11-06 IVW ISHARES TR4.4K shares0.00%2025-09-302025-11-06 PH PARKER-HANNIFIN CORP696 shares14.47%2025-09-302025-11-06 VWO VANGUARD INTL EQUITY INDEX F9.7K shares55.26%2025-09-302025-11-06 K KELLANOVA6.4K shares0.00%2025-09-302025-11-06 TMUS T-MOBILE US INC2.2K shares-19.37%2025-09-302025-11-06 FDX FEDEX CORP2.2K shares81.81%2025-09-302025-11-06 VBR VANGUARD INDEX FDS2.4K shares-6.95%2025-09-302025-11-06 PWR QUANTA SVCS INC1.2K shares48.46%2025-09-302025-11-06 XLK SELECT SECTOR SPDR TR1.8K shares0.00%2025-09-302025-11-06 IBIT ISHARES BITCOIN TRUST ETF7.2K sharesnew addition2025-09-302025-11-06 EXE EXPAND ENERGY CORPORATION4.3K sharesnew addition2025-09-302025-11-06 DRI DARDEN RESTAURANTS INC2.4K shares0.00%2025-09-302025-11-06 IWO ISHARES TR1.4K shares-6.03%2025-09-302025-11-06 GRMN GARMIN LTD1.8K shares-4.86%2025-09-302025-11-06 CCJ CAMECO CORP5.1K shares-0.18%2025-09-302025-11-06 DFIV DIMENSIONAL ETF TRUST9.2K shares0.00%2025-09-302025-11-06 ALK ALASKA AIR GROUP INC8.5K sharesnew addition2025-09-302025-11-06 FANG DIAMONDBACK ENERGY INC2.9K shares-41.87%2025-09-302025-11-06 FI FISERV INC3.3K sharesnew addition2025-09-302025-11-06 DIA SPDR DOW JONES INDL AVERAGE886 shares0.00%2025-09-302025-11-06 DHI D R HORTON INC2.4K shares18.70%2025-09-302025-11-06 FBIN FORTUNE BRANDS INNOVATIONS I7.5K shares0.00%2025-09-302025-11-06 CMG CHIPOTLE MEXICAN GRILL INC10.2K shares-40.07%2025-09-302025-11-06 HII HUNTINGTON INGALLS INDS INC1.4K shares-1.24%2025-09-302025-11-06 APD AIR PRODS & CHEMS INC1.4K shares0.49%2025-09-302025-11-06 ACGL ARCH CAP GROUP LTD4.2K shares-82.82%2025-09-302025-11-06 CI THE CIGNA GROUP1.3K shares0.00%2025-09-302025-11-06 MDLZ MONDELEZ INTL INC6.1K shares-5.15%2025-09-302025-11-06 SPHQ INVESCO EXCHANGE TRADED FD T5.0K shares0.00%2025-09-302025-11-06 MELI MERCADOLIBRE INC158 shares-35.51%2025-09-302025-11-06 VTI VANGUARD INDEX FDS1.1K shares0.00%2025-09-302025-11-06 EVRG EVERGY INC4.8K shares1.25%2025-09-302025-11-06 GPIX GOLDMAN SACHS ETF TR6.8K shares0.00%2025-09-302025-11-06 TGT TARGET CORP3.9K shares-26.69%2025-09-302025-11-06 EL LAUDER ESTEE COS INC4.0K shares-0.70%2025-09-302025-11-06 D DOMINION ENERGY INC5.7K shares-20.80%2025-09-302025-11-06 WBD WARNER BROS DISCOVERY INC17.7K shares-1.73%2025-09-302025-11-06 SO SOUTHERN CO3.5K shares-2.08%2025-09-302025-11-06 SPMO INVESCO EXCH TRADED FD TR II2.7K shares0.00%2025-09-302025-11-06 GOVT ISHARES TR14.2K shares0.00%2025-09-302025-11-06 BND VANGUARD BD INDEX FDS4.4K shares0.00%2025-09-302025-11-06 DFGR DIMENSIONAL ETF TRUST11.8K shares0.00%2025-09-302025-11-06 BLDR BUILDERS FIRSTSOURCE INC2.7K shares-1.27%2025-09-302025-11-06 KHC KRAFT HEINZ CO12.2K shares0.00%2025-09-302025-11-06 SYK STRYKER CORPORATION849 shares0.00%2025-09-302025-11-06 NXDT NEXPOINT DIVERSIFIED REL ET85.0K shares0.00%2025-09-302025-11-06 FUTY FIDELITY COVINGTON TRUST5.5K shares0.00%2025-09-302025-11-06 ASML ASML HOLDING N V312 shares-0.64%2025-09-302025-11-06 LIN LINDE PLC634 shares0.00%2025-09-302025-11-06 PLD PROLOGIS INC.2.6K shares0.00%2025-09-302025-11-06 EW EDWARDS LIFESCIENCES CORP3.8K shares-2.45%2025-09-302025-11-06 AME AMETEK INC1.6K shares0.00%2025-09-302025-11-06 PYPL PAYPAL HLDGS INC4.4K shares-0.77%2025-09-302025-11-06 DLR DIGITAL RLTY TR INC1.7K shares2.52%2025-09-302025-11-06 CFG CITIZENS FINL GROUP INC5.3K shares0.00%2025-09-302025-11-06 UGI UGI CORP NEW8.5K sharesnew addition2025-09-302025-11-06 EQT EQT CORP5.2K shares0.00%2025-09-302025-11-06 ACMR ACM RESH INC7.2K sharesnew addition2025-09-302025-11-06 LEN LENNAR CORP2.2K shares0.00%2025-09-302025-11-06 HPE HEWLETT PACKARD ENTERPRISE C11.2K sharesnew addition2025-09-302025-11-06 AZN ASTRAZENECA PLC3.6K sharesnew addition2025-09-302025-11-06 PRU PRUDENTIAL FINL INC2.6K shares0.00%2025-09-302025-11-06 QCOM QUALCOMM INC1.6K shares0.00%2025-09-302025-11-06 CCL CARNIVAL CORP9.3K shares-1.07%2025-09-302025-11-06 MDT MEDTRONIC PLC2.8K shares-5.03%2025-09-302025-11-06 WAFD WAFD INC8.8K shares0.00%2025-09-302025-11-06 UPS UNITED PARCEL SERVICE INC3.0K shares-0.62%2025-09-302025-11-06 HIG HARTFORD INSURANCE GROUP INC1.9K shares0.00%2025-09-302025-11-06 FOUR SHIFT4 PMTS INC3.2K shares-1.26%2025-09-302025-11-06 WTRG ESSENTIAL UTILS INC6.3K shares0.00%2025-09-302025-11-06 M MACYS INC13.9K shares0.00%2025-09-302025-11-06 FTNT FORTINET INC3.0K shares-1.23%2025-09-302025-11-06 PGX INVESCO EXCH TRADED FD TR II21.4K shares0.00%2025-09-302025-11-06 HMC HONDA MOTOR LTD7.8K shares0.00%2025-09-302025-11-06 PSX PHILLIPS 661.8K shares0.00%2025-09-302025-11-06 ENB ENBRIDGE INC4.7K shares0.00%2025-09-302025-11-06 GIS GENERAL MLS INC4.7K shares-48.91%2025-09-302025-11-06 ADP AUTOMATIC DATA PROCESSING IN802 shares0.00%2025-09-302025-11-06 CVS CVS HEALTH CORP3.1K shares-0.54%2025-09-302025-11-06 CBU COMMUNITY FINANCIAL SYSTEM I4.0K shares0.00%2025-09-302025-11-06 PFFD GLOBAL X FDS12.0K shares0.00%2025-09-302025-11-06 HFRO HIGHLAND OPPS & INCOME FD36.6K shares0.00%2025-09-302025-11-06 MPC MARATHON PETE CORP1.2K sharesnew addition2025-09-302025-11-06 IWS ISHARES TR1.6K shares0.00%2025-09-302025-11-06 STZ CONSTELLATION BRANDS INC1.7K shares0.00%2025-09-302025-11-06 SCHH SCHWAB STRATEGIC TR10.2K shares0.00%2025-09-302025-11-06 IJR ISHARES TR1.8K shares0.00%2025-09-302025-11-06 ANET ARISTA NETWORKS INC1.5K sharesnew addition2025-09-302025-11-06 BBY BEST BUY INC2.9K sharesnew addition2025-09-302025-11-06 NVS NOVARTIS AG1.7K shares0.00%2025-09-302025-11-06 HUBS HUBSPOT INC451 shares-1.31%2025-09-302025-11-06 EXC EXELON CORP4.7K shares0.00%2025-09-302025-11-06 SPG SIMON PPTY GROUP INC NEW1.1K sharesnew addition2025-09-302025-11-06 JMUB J P MORGAN EXCHANGE TRADED F4.0K shares0.00%2025-09-302025-11-06 XLV SELECT SECTOR SPDR TR1.4K sharesnew addition2025-09-302025-11-06 GCT GIGACLOUD TECHNOLOGY INC7.1K sharesnew addition2025-09-302025-11-06 AMPX AMPRIUS TECHNOLOGIES INC18.3K shares-1.28%2025-09-302025-11-06 CLF CLEVELAND-CLIFFS INC NEW13.8K shares0.00%2025-09-302025-11-06 AES AES CORP12.6K shares0.00%2025-09-302025-11-06 AMRX AMNEAL PHARMACEUTICALS INC15.5K shares-0.97%2025-09-302025-11-06 GAB GABELLI EQUITY TR INC19.1K shares0.00%2025-09-302025-11-06 DSM BNY MELLON STRATEGIC MUN BD12.2K shares0.00%2025-09-302025-11-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available