Sponsored
The Analysis of National Wealth Management Group, LLC's Holdings & P&L
Currently, National Wealth Management Group, LLC holds 244 types of securities in its portfolio with a total value $288.5M. In the most recent quarter, they have increased their positions in CGMM (+225.6K shares, valued at $6.5M), CGNG (+163.8K shares, valued at $5.2M), CGDG (+91.6K shares, valued at $3.3M); decreased their positions in COWZ (-53.1K shares, valued at $3.2M), CALF (-46.7K shares, valued at $2.1M), TCHP (-28.5K shares, valued at $1.4M); initiated new positions in CGNG (+163.8K shares, valued at $5.2M), AMGN (+4.7K shares, valued at $1.5M), WDC (+8.5K shares, valued at $1.5M).
1M P&L
+9.8M+3.75%
3M P&L
-17.8M-6.13%
HY P&L
-5.0M-1.79%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1N/A160.2M
62.0%
2Semiconductors17.1M
6.6%
3Software - Infrastructure11.9M
4.6%
Top Industries by Stock Count
1N/A112 stocks
48.9%
2Software - Application8 stocks
3.5%
3Semiconductors7 stocks
3.1%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL3.6K sharesnew addition2025-12-312026-01-12
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
TCAF
-3.99%T ROWE PRICE ETF INC
Shares351.4K
Event2025-12-31
Filed2026-01-12
IVV
-6.95%ISHARES TR
Shares16.1K
Event2025-12-31
Filed2026-01-12
NVDA
5.01%NVIDIA CORPORATION
Shares58.2K
Event2025-12-31
Filed2026-01-12
TCHP
-11.79%T ROWE PRICE ETF INC
Shares213.3K
Event2025-12-31
Filed2026-01-12
INVESCO QQQ TR
-4.86%INVESCO QQQ TR
Shares11.7K
Event2025-12-31
Filed2026-01-12
CGMM
1196.40%CAPITAL GROUP EQUITY ETF TR
Shares244.5K
Event2025-12-31
Filed2026-01-12
QQQM
-5.57%INVESCO EXCH TRADED FD TR II
Shares24.9K
Event2025-12-31
Filed2026-01-12
SPYM
35.77%SPDR SERIES TRUST
Shares77.2K
Event2025-12-31
Filed2026-01-12
AAPL
1.13%APPLE INC
Shares20.8K
Event2025-12-31
Filed2026-01-12
META
4.15%META PLATFORMS INC
Shares8.3K
Event2025-12-31
Filed2026-01-12
MSFT
-0.42%MICROSOFT CORP
Shares11.0K
Event2025-12-31
Filed2026-01-12
BERKSHIRE HATHAWAY INC DEL
0.44%BERKSHIRE HATHAWAY INC DEL
Shares10.4K
Event2025-12-31
Filed2026-01-12
CGNG
NewCAPITAL GROUP NEW GEOGRAPHY
Shares163.8K
Event2025-12-31
Filed2026-01-12
GLD
-2.66%SPDR GOLD TR
Shares12.3K
Event2025-12-31
Filed2026-01-12
PLTR
1.48%PALANTIR TECHNOLOGIES INC
Shares27.0K
Event2025-12-31
Filed2026-01-12
VTI
-1.91%VANGUARD INDEX FDS
Shares12.5K
Event2025-12-31
Filed2026-01-12
TSLA
-0.89%TESLA INC
Shares9.3K
Event2025-12-31
Filed2026-01-12
SLV
-24.38%ISHARES SILVER TR
Shares64.0K
Event2025-12-31
Filed2026-01-12
IDEV
11.82%ISHARES TR
Shares49.1K
Event2025-12-31
Filed2026-01-12
AMZN
-1.01%AMAZON COM INC
Shares16.8K
Event2025-12-31
Filed2026-01-12
CGDG
1170.00%CAPITAL GROUP DIVIDEND GROWE
Shares99.4K
Event2025-12-31
Filed2026-01-12
ALPHABET INC
-11.57%ALPHABET INC
Shares10.9K
Event2025-12-31
Filed2026-01-12
IJH
10.73%ISHARES TR
Shares50.8K
Event2025-12-31
Filed2026-01-12
VGT
-3.05%VANGUARD WORLD FD
Shares4.2K
Event2025-12-31
Filed2026-01-12
LMBS
264.14%FIRST TR EXCHANGE-TRADED FD
Shares62.3K
Event2025-12-31
Filed2026-01-12
VANGUARD INDEX FDS
8.41%VANGUARD INDEX FDS
Shares4.9K
Event2025-12-31
Filed2026-01-12
EQWL
-3.74%INVESCO EXCHANGE TRADED FD T
Shares24.5K
Event2025-12-31
Filed2026-01-12
SCHO
24.39%SCHWAB STRATEGIC TR
Shares109.9K
Event2025-12-31
Filed2026-01-12
CGGR
38.95%CAPITAL GROUP GROWTH ETF
Shares58.3K
Event2025-12-31
Filed2026-01-12
LAM RESEARCH CORP
-27.60%LAM RESEARCH CORP
Shares14.5K
Event2025-12-31
Filed2026-01-12
SPY
-14.39%SPDR S&P 500 ETF TR
Shares3.6K
Event2025-12-31
Filed2026-01-12
ADI
184.80%ANALOG DEVICES INC
Shares8.3K
Event2025-12-31
Filed2026-01-12
GE AEROSPACE
-3.16%GE AEROSPACE
Shares7.2K
Event2025-12-31
Filed2026-01-12
COWZ
-61.93%PACER FDS TR
Shares32.6K
Event2025-12-31
Filed2026-01-12
USFR
16.66%WISDOMTREE TR
Shares37.6K
Event2025-12-31
Filed2026-01-12
BROADCOM INC
-35.76%BROADCOM INC
Shares5.2K
Event2025-12-31
Filed2026-01-12
RDVY
25.40%FIRST TR EXCHANGE TRADED FD
Shares23.3K
Event2025-12-31
Filed2026-01-12
VO
-2.74%VANGUARD INDEX FDS
Shares5.4K
Event2025-12-31
Filed2026-01-12
AMGN
NewAMGEN INC
Shares4.7K
Event2025-12-31
Filed2026-01-12
PG
-0.24%PROCTER AND GAMBLE CO
Shares10.2K
Event2025-12-31
Filed2026-01-12
WDC
NewWESTERN DIGITAL CORP
Shares8.5K
Event2025-12-31
Filed2026-01-12
BIL
20.57%SPDR SERIES TRUST
Shares15.9K
Event2025-12-31
Filed2026-01-12
SHV
131.64%ISHARES TR
Shares12.8K
Event2025-12-31
Filed2026-01-12
QTUM
18.17%ETF SER SOLUTIONS
Shares12.6K
Event2025-12-31
Filed2026-01-12
FBTC
92.41%FIDELITY WISE ORIGIN BITCOIN
Shares17.6K
Event2025-12-31
Filed2026-01-12
SCCO
NewSOUTHERN COPPER CORP
Shares8.9K
Event2025-12-31
Filed2026-01-12
FIXD
21.36%FIRST TR EXCHNG TRADED FD VI
Shares27.6K
Event2025-12-31
Filed2026-01-12
MPWR
7.40%MONOLITHIC PWR SYS INC
Shares1.3K
Event2025-12-31
Filed2026-01-12
AMAT
275.45%APPLIED MATLS INC
Shares4.6K
Event2025-12-31
Filed2026-01-12
SHLD
16.53%GLOBAL X FDS
Shares18.1K
Event2025-12-31
Filed2026-01-12
VTV
125.49%VANGUARD INDEX FDS
Shares6.0K
Event2025-12-31
Filed2026-01-12
FBND
NewFIDELITY MERRIMACK STR TR
Shares25.0K
Event2025-12-31
Filed2026-01-12
ARISTA NETWORKS INC
-1.43%ARISTA NETWORKS INC
Shares8.8K
Event2025-12-31
Filed2026-01-12
JPST
0.05%J P MORGAN EXCHANGE TRADED F
Shares22.2K
Event2025-12-31
Filed2026-01-12
IJR
6.76%ISHARES TR
Shares9.2K
Event2025-12-31
Filed2026-01-12
JPM
-0.29%JPMORGAN CHASE & CO.
Shares3.4K
Event2025-12-31
Filed2026-01-12
GOVT
10.84%ISHARES TR
Shares47.3K
Event2025-12-31
Filed2026-01-12
VIG
-4.24%VANGUARD SPECIALIZED FUNDS
Shares4.9K
Event2025-12-31
Filed2026-01-12
MU
37.44%MICRON TECHNOLOGY INC
Shares3.7K
Event2025-12-31
Filed2026-01-12
MGK
6.89%VANGUARD WORLD FD
Shares2.6K
Event2025-12-31
Filed2026-01-12
SPMD
3.17%SPDR SERIES TRUST
Shares18.3K
Event2025-12-31
Filed2026-01-12
AMD
-28.06%ADVANCED MICRO DEVICES INC
Shares4.9K
Event2025-12-31
Filed2026-01-12
HWM
-10.17%HOWMET AEROSPACE INC
Shares4.9K
Event2025-12-31
Filed2026-01-12
PFG
NewPRINCIPAL FINANCIAL GROUP IN
Shares11.3K
Event2025-12-31
Filed2026-01-12
ORCL
2.35%ORACLE CORP
Shares5.1K
Event2025-12-31
Filed2026-01-12
SEAGATE TECHNOLOGY HLDNGS PL
NewSEAGATE TECHNOLOGY HLDNGS PL
Shares3.6K
Event2025-12-31
Filed2026-01-12
USXF
1.11%ISHARES TR
Shares17.1K
Event2025-12-31
Filed2026-01-12
WMT
-19.43%WALMART INC
Shares8.8K
Event2025-12-31
Filed2026-01-12
PPA
-0.05%INVESCO EXCHANGE TRADED FD T
Shares6.3K
Event2025-12-31
Filed2026-01-12
IEMG
-3.25%ISHARES INC
Shares14.4K
Event2025-12-31
Filed2026-01-12
ALPHABET INC
0.89%ALPHABET INC
Shares3.1K
Event2025-12-31
Filed2026-01-12
SCHX
-1.58%SCHWAB STRATEGIC TR
Shares35.5K
Event2025-12-31
Filed2026-01-12
CGDV
15.97%CAPITAL GROUP DIVIDEND VALUE
Shares21.7K
Event2025-12-31
Filed2026-01-12
VEA
139.55%VANGUARD TAX-MANAGED FDS
Shares15.1K
Event2025-12-31
Filed2026-01-12
TER
NewTERADYNE INC
Shares4.8K
Event2025-12-31
Filed2026-01-12
SCHG
106.37%SCHWAB STRATEGIC TR
Shares28.1K
Event2025-12-31
Filed2026-01-12
UNH
-46.99%UNITEDHEALTH GROUP INC
Shares2.8K
Event2025-12-31
Filed2026-01-12
LLY
-28.88%ELI LILLY & CO
Shares847
Event2025-12-31
Filed2026-01-12
VRT
NewVERTIV HOLDINGS CO
Shares5.6K
Event2025-12-31
Filed2026-01-12
RDVI
319.13%FIRST TR EXCHANGE-TRADED FD
Shares33.4K
Event2025-12-31
Filed2026-01-12
AXP
155.52%AMERICAN EXPRESS CO
Shares2.3K
Event2025-12-31
Filed2026-01-12
SCHM
-2.75%SCHWAB STRATEGIC TR
Shares28.3K
Event2025-12-31
Filed2026-01-12
CRWD
NewCROWDSTRIKE HLDGS INC
Shares1.7K
Event2025-12-31
Filed2026-01-12
ABNB
NewAIRBNB INC
Shares5.9K
Event2025-12-31
Filed2026-01-12
SPRX
205.32%LISTED FDS TR
Shares20.6K
Event2025-12-31
Filed2026-01-12
USB
NewUS BANCORP DEL
Shares14.6K
Event2025-12-31
Filed2026-01-12
EMBJ
0.04%EMBRAER S.A.
Shares12.1K
Event2025-12-31
Filed2026-01-12
DDOG
NewDATADOG INC
Shares5.7K
Event2025-12-31
Filed2026-01-12
FCX
NewFREEPORT-MCMORAN INC
Shares15.0K
Event2025-12-31
Filed2026-01-12
IQV
NewIQVIA HLDGS INC
Shares3.3K
Event2025-12-31
Filed2026-01-12
EFAV
88.72%ISHARES TR
Shares8.6K
Event2025-12-31
Filed2026-01-12
DGRW
2.04%WISDOMTREE TR
Shares8.2K
Event2025-12-31
Filed2026-01-12
V
35.74%VISA INC
Shares2.1K
Event2025-12-31
Filed2026-01-12
SPGI
-44.40%S&P GLOBAL INC
Shares1.4K
Event2025-12-31
Filed2026-01-12
SPEM
15.95%SPDR INDEX SHS FDS
Shares15.4K
Event2025-12-31
Filed2026-01-12
SOXX
7.97%ISHARES TR
Shares2.4K
Event2025-12-31
Filed2026-01-12
EW
NewEDWARDS LIFESCIENCES CORP
Shares8.2K
Event2025-12-31
Filed2026-01-12
VRTX
NewVERTEX PHARMACEUTICALS INC
Shares1.5K
Event2025-12-31
Filed2026-01-12
IBIT
-2.80%ISHARES BITCOIN TRUST ETF
Shares13.8K
Event2025-12-31
Filed2026-01-12
DFAC
0.09%DIMENSIONAL ETF TRUST
Shares17.2K
Event2025-12-31
Filed2026-01-12
APH
-60.91%AMPHENOL CORP NEW
Shares4.9K
Event2025-12-31
Filed2026-01-12
OUSM
1.62%ALPS ETF TR
Shares14.3K
Event2025-12-31
Filed2026-01-12
LOW
-18.03%LOWES COS INC
Shares2.6K
Event2025-12-31
Filed2026-01-12
DIS
-4.00%DISNEY WALT CO
Shares5.5K
Event2025-12-31
Filed2026-01-12
ADBE
137.52%ADOBE INC
Shares1.8K
Event2025-12-31
Filed2026-01-12
HON
NewHONEYWELL INTL INC
Shares3.1K
Event2025-12-31
Filed2026-01-12
VPU
-3.63%VANGUARD WORLD FD
Shares3.3K
Event2025-12-31
Filed2026-01-12
CTAS
0.09%CINTAS CORP
Shares3.2K
Event2025-12-31
Filed2026-01-12
COP
31.95%CONOCOPHILLIPS
Shares6.4K
Event2025-12-31
Filed2026-01-12
GSY
37.79%INVESCO ACTIVELY MANAGED EXC
Shares11.8K
Event2025-12-31
Filed2026-01-12
SPBO
-30.29%SPDR SERIES TRUST
Shares20.1K
Event2025-12-31
Filed2026-01-12
LNG
-4.37%CHENIERE ENERGY INC
Shares3.0K
Event2025-12-31
Filed2026-01-12
GDX
50.94%VANECK ETF TRUST
Shares6.7K
Event2025-12-31
Filed2026-01-12
ENB
-3.34%ENBRIDGE INC
Shares11.9K
Event2025-12-31
Filed2026-01-12
EMR
-38.99%EMERSON ELEC CO
Shares4.2K
Event2025-12-31
Filed2026-01-12
LHX
-46.51%L3HARRIS TECHNOLOGIES INC
Shares1.9K
Event2025-12-31
Filed2026-01-12
VB
46.13%VANGUARD INDEX FDS
Shares2.1K
Event2025-12-31
Filed2026-01-12
VBR
-2.61%VANGUARD INDEX FDS
Shares2.6K
Event2025-12-31
Filed2026-01-12
AVUV
-3.95%AMERICAN CENTY ETF TR
Shares5.3K
Event2025-12-31
Filed2026-01-12
FG
0.00%F&G ANNUITIES & LIFE INC
Shares17.5K
Event2025-12-31
Filed2026-01-12
VUG
1.66%VANGUARD INDEX FDS
Shares1.1K
Event2025-12-31
Filed2026-01-12
VUSB
NewVANGUARD BD INDEX FDS
Shares10.6K
Event2025-12-31
Filed2026-01-12
ICE
NewINTERCONTINENTAL EXCHANGE IN
Shares3.2K
Event2025-12-31
Filed2026-01-12
IWY
-4.45%ISHARES TR
Shares1.9K
Event2025-12-31
Filed2026-01-12
FETH
12.13%FIDELITY ETHEREUM FD
Shares17.3K
Event2025-12-31
Filed2026-01-12
TMSL
-51.02%T ROWE PRICE ETF INC
Shares14.0K
Event2025-12-31
Filed2026-01-12
MCD
-8.72%MCDONALDS CORP
Shares1.6K
Event2025-12-31
Filed2026-01-12
NOBL
0.00%PROSHARES TR
Shares4.7K
Event2025-12-31
Filed2026-01-12
ITOT
-2.87%ISHARES TR
Shares3.2K
Event2025-12-31
Filed2026-01-12
BLACKROCK INC
-34.93%BLACKROCK INC
Shares447
Event2025-12-31
Filed2026-01-12
DGRO
-3.24%ISHARES TR
Shares6.9K
Event2025-12-31
Filed2026-01-12
MO
NewALTRIA GROUP INC
Shares8.2K
Event2025-12-31
Filed2026-01-12
BND
-50.35%VANGUARD BD INDEX FDS
Shares6.3K
Event2025-12-31
Filed2026-01-12
DHR
NewDANAHER CORPORATION
Shares2.0K
Event2025-12-31
Filed2026-01-12
COST
-12.13%COSTCO WHSL CORP NEW
Shares529
Event2025-12-31
Filed2026-01-12
UGA
-0.95%UNITED STS GASOLINE FD LP
Shares7.3K
Event2025-12-31
Filed2026-01-12
BMY
5.24%BRISTOL-MYERS SQUIBB CO
Shares8.3K
Event2025-12-31
Filed2026-01-12
ILF
77.05%ISHARES TR
Shares14.6K
Event2025-12-31
Filed2026-01-12
PFLD
-16.52%ETF SER SOLUTIONS
Shares22.6K
Event2025-12-31
Filed2026-01-12
ADP
-0.82%AUTOMATIC DATA PROCESSING IN
Shares1.7K
Event2025-12-31
Filed2026-01-12
FNX
-3.39%FIRST TR EXCHANGE-TRADED ALP
Shares3.4K
Event2025-12-31
Filed2026-01-12
PWB
4.25%INVESCO EXCHANGE TRADED FD T
Shares3.4K
Event2025-12-31
Filed2026-01-12
GOLY
NewSTRATEGY SHS
Shares12.3K
Event2025-12-31
Filed2026-01-12
ZTS
-1.92%ZOETIS INC
Shares3.4K
Event2025-12-31
Filed2026-01-12
CALF
-83.42%PACER FDS TR
Shares9.3K
Event2025-12-31
Filed2026-01-12
FDS
NewFACTSET RESH SYS INC
Shares1.4K
Event2025-12-31
Filed2026-01-12
MSTR
4.43%STRATEGY INC
Shares2.6K
Event2025-12-31
Filed2026-01-12
CSCO
46.75%CISCO SYS INC
Shares5.2K
Event2025-12-31
Filed2026-01-12
T
3.35%AT&T INC
Shares15.9K
Event2025-12-31
Filed2026-01-12
MGC
2.62%VANGUARD WORLD FD
Shares1.6K
Event2025-12-31
Filed2026-01-12
XLV
NewSELECT SECTOR SPDR TR
Shares2.5K
Event2025-12-31
Filed2026-01-12
ROP
NewROPER TECHNOLOGIES INC
Shares875
Event2025-12-31
Filed2026-01-12
BNDX
-41.37%VANGUARD CHARLOTTE FDS
Shares8.1K
Event2025-12-31
Filed2026-01-12
JNJ
-0.32%JOHNSON & JOHNSON
Shares1.9K
Event2025-12-31
Filed2026-01-12
NEE
-40.63%NEXTERA ENERGY INC
Shares4.8K
Event2025-12-31
Filed2026-01-12
MEDP
NewMEDPACE HLDGS INC
Shares674
Event2025-12-31
Filed2026-01-12
FELG
-5.13%FIDELITY COVINGTON TRUST
Shares9.1K
Event2025-12-31
Filed2026-01-12
SPDR SERIES TRUST
NewSPDR SERIES TRUST
Shares3.9K
Event2025-12-31
Filed2026-01-12
XOM
26.68%EXXON MOBIL CORP
Shares3.1K
Event2025-12-31
Filed2026-01-12
SHOP
61.51%SHOPIFY INC
Shares2.3K
Event2025-12-31
Filed2026-01-12
MPLX
NewMPLX LP
Shares6.9K
Event2025-12-31
Filed2026-01-12
INTU
NewINTUIT
Shares547
Event2025-12-31
Filed2026-01-12
SBUX
NewSTARBUCKS CORP
Shares4.2K
Event2025-12-31
Filed2026-01-12
XLY
NewSELECT SECTOR SPDR TR
Shares3.0K
Event2025-12-31
Filed2026-01-12
TSM
NewTAIWAN SEMICONDUCTOR MFG LTD
Shares1.1K
Event2025-12-31
Filed2026-01-12
FDN
-0.78%FIRST TR EXCHANGE-TRADED FD
Shares1.3K
Event2025-12-31
Filed2026-01-12
NFLX
905.37%NETFLIX INC
Shares3.6K
Event2025-12-31
Filed2026-01-12
BR
NewBROADRIDGE FINL SOLUTIONS IN
Shares1.5K
Event2025-12-31
Filed2026-01-12
CMCSA
-38.93%COMCAST CORP NEW
Shares11.1K
Event2025-12-31
Filed2026-01-12
VOOG
NewVANGUARD ADMIRAL FDS INC
Shares745
Event2025-12-31
Filed2026-01-12
PEP
-28.14%PEPSICO INC
Shares2.3K
Event2025-12-31
Filed2026-01-12
CEG
7.27%CONSTELLATION ENERGY CORP
Shares930
Event2025-12-31
Filed2026-01-12
QCOM
-26.21%QUALCOMM INC
Shares1.9K
Event2025-12-31
Filed2026-01-12
AOM
-1.58%ISHARES TR
Shares6.8K
Event2025-12-31
Filed2026-01-12
UNP
-9.13%UNION PAC CORP
Shares1.4K
Event2025-12-31
Filed2026-01-12
AOK
NewISHARES TR
Shares8.0K
Event2025-12-31
Filed2026-01-12
CGUS
0.00%CAPITAL GROUP CORE EQUITY ET
Shares7.9K
Event2025-12-31
Filed2026-01-12
CGXU
47.13%CAPITAL GROUP INTL FOCUS EQT
Shares10.8K
Event2025-12-31
Filed2026-01-12
OHI
20.22%OMEGA HEALTHCARE INVS INC
Shares7.1K
Event2025-12-31
Filed2026-01-12
BDX
-43.46%BECTON DICKINSON & CO
Shares1.6K
Event2025-12-31
Filed2026-01-12
UTF
8.72%COHEN & STEERS INFRASTRUCTUR
Shares12.8K
Event2025-12-31
Filed2026-01-12
PH
-60.30%PARKER-HANNIFIN CORP
Shares349
Event2025-12-31
Filed2026-01-12
TGT
-25.43%TARGET CORP
Shares3.1K
Event2025-12-31
Filed2026-01-12
MA
-31.93%MASTERCARD INCORPORATED
Shares533
Event2025-12-31
Filed2026-01-12
EMLP
-8.82%FIRST TR EXCHANGE-TRADED FD
Shares8.0K
Event2025-12-31
Filed2026-01-12
IEFA
-5.92%ISHARES TR
Shares3.4K
Event2025-12-31
Filed2026-01-12
O
18.74%REALTY INCOME CORP
Shares5.2K
Event2025-12-31
Filed2026-01-12
VZ
-3.46%VERIZON COMMUNICATIONS INC
Shares7.1K
Event2025-12-31
Filed2026-01-12
NKE
-51.98%NIKE INC
Shares4.4K
Event2025-12-31
Filed2026-01-12
PPG
-10.05%PPG INDS INC
Shares2.7K
Event2025-12-31
Filed2026-01-12
LQD
NewISHARES TR
Shares2.5K
Event2025-12-31
Filed2026-01-12
FTCS
-12.24%FIRST TR EXCHANGE-TRADED FD
Shares3.0K
Event2025-12-31
Filed2026-01-12
ISRG
NewINTUITIVE SURGICAL INC
Shares483
Event2025-12-31
Filed2026-01-12
UUP
NewINVESCO DB US DLR INDEX TR
Shares10.1K
Event2025-12-31
Filed2026-01-12
IWF
-19.89%ISHARES TR
Shares576
Event2025-12-31
Filed2026-01-12
XLF
-29.59%SELECT SECTOR SPDR TR
Shares4.9K
Event2025-12-31
Filed2026-01-12
VWO
15.69%VANGUARD INTL EQUITY INDEX F
Shares5.0K
Event2025-12-31
Filed2026-01-12
ABBV
NewABBVIE INC
Shares1.2K
Event2025-12-31
Filed2026-01-12
CME
NewCME GROUP INC
Shares974
Event2025-12-31
Filed2026-01-12
DMXF
0.66%ISHARES TR
Shares3.5K
Event2025-12-31
Filed2026-01-12
APD
NewAIR PRODS & CHEMS INC
Shares1.1K
Event2025-12-31
Filed2026-01-12
MMM
New3M CO
Shares1.6K
Event2025-12-31
Filed2026-01-12
SPSM
0.36%SPDR SERIES TRUST
Shares5.5K
Event2025-12-31
Filed2026-01-12
GLDM
NewWORLD GOLD TR
Shares3.0K
Event2025-12-31
Filed2026-01-12
INVESCO EXCHANGE TRADED FD T
-65.37%INVESCO EXCHANGE TRADED FD T
Shares1.3K
Event2025-12-31
Filed2026-01-12
ASML
-29.39%ASML HOLDING N V
Shares233
Event2025-12-31
Filed2026-01-12
BUFR
NewFIRST TR EXCHNG TRADED FD VI
Shares7.1K
Event2025-12-31
Filed2026-01-12
BLACKSTONE INC
NewBLACKSTONE INC
Shares1.6K
Event2025-12-31
Filed2026-01-12
ESML
1.25%ISHARES TR
Shares5.3K
Event2025-12-31
Filed2026-01-12
FNDA
-5.07%SCHWAB STRATEGIC TR
Shares7.7K
Event2025-12-31
Filed2026-01-12
XYL
-54.69%XYLEM INC
Shares1.8K
Event2025-12-31
Filed2026-01-12
BALI
7.09%BLACKROCK ETF TRUST
Shares7.5K
Event2025-12-31
Filed2026-01-12
LMT
-43.53%LOCKHEED MARTIN CORP
Shares493
Event2025-12-31
Filed2026-01-12
NJR
NewNEW JERSEY RES CORP
Shares5.2K
Event2025-12-31
Filed2026-01-12
CL
-39.41%COLGATE PALMOLIVE CO
Shares3.0K
Event2025-12-31
Filed2026-01-12
ABT
16.43%ABBOTT LABS
Shares1.9K
Event2025-12-31
Filed2026-01-12
JCI
NewJOHNSON CTLS INTL PLC
Shares1.9K
Event2025-12-31
Filed2026-01-12
LINDE PLC
8.67%LINDE PLC
Shares539
Event2025-12-31
Filed2026-01-12
VXUS
-12.64%VANGUARD STAR FDS
Shares3.0K
Event2025-12-31
Filed2026-01-12
TMO
NewTHERMO FISHER SCIENTIFIC INC
Shares392
Event2025-12-31
Filed2026-01-12
MCK
NewMCKESSON CORP
Shares273
Event2025-12-31
Filed2026-01-12
SYK
NewSTRYKER CORPORATION
Shares637
Event2025-12-31
Filed2026-01-12
MOAT
NewVANECK ETF TRUST
Shares2.2K
Event2025-12-31
Filed2026-01-12
IXUS
NewISHARES TR
Shares2.6K
Event2025-12-31
Filed2026-01-12
UCON
4.00%FIRST TR EXCHNG TRADED FD VI
Shares8.8K
Event2025-12-31
Filed2026-01-12
LULU
NewLULULEMON ATHLETICA INC
Shares1.1K
Event2025-12-31
Filed2026-01-12
RCL
-8.54%ROYAL CARIBBEAN GROUP
Shares782
Event2025-12-31
Filed2026-01-12
SRE
NewSEMPRA
Shares2.5K
Event2025-12-31
Filed2026-01-12
KDP
NewKEURIG DR PEPPER INC
Shares7.8K
Event2025-12-31
Filed2026-01-12
SHW
NewSHERWIN WILLIAMS CO
Shares663
Event2025-12-31
Filed2026-01-12
PLD
-29.85%PROLOGIS INC.
Shares1.7K
Event2025-12-31
Filed2026-01-12
JKHY
NewHENRY JACK & ASSOC INC
Shares1.2K
Event2025-12-31
Filed2026-01-12
HOOD
NewROBINHOOD MKTS INC
Shares1.9K
Event2025-12-31
Filed2026-01-12
PAYX
NewPAYCHEX INC
Shares1.9K
Event2025-12-31
Filed2026-01-12
RTX
NewRTX CORPORATION
Shares1.1K
Event2025-12-31
Filed2026-01-12
BSV
NewVANGUARD BD INDEX FDS
Shares2.7K
Event2025-12-31
Filed2026-01-12
GEV
NewGE VERNOVA INC
Shares316
Event2025-12-31
Filed2026-01-12
XLK
56.30%SELECT SECTOR SPDR TR
Shares1.4K
Event2025-12-31
Filed2026-01-12
PEG
-23.04%PUBLIC SVC ENTERPRISE GRP IN
Shares2.5K
Event2025-12-31
Filed2026-01-12
DNP
-1.53%DNP SELECT INCOME FD INC
Shares19.3K
Event2025-12-31
Filed2026-01-12
KYN
NewKAYNE ANDERSON ENERGY INFRST
Shares13.8K
Event2025-12-31
Filed2026-01-12
PLUG
0.00%PLUG POWER INC
Shares70.7K
Event2025-12-31
Filed2026-01-12
F
-20.32%FORD MTR CO
Shares10.4K
Event2025-12-31
Filed2026-01-12
OXSQ
2.02%OXFORD SQUARE CAP CORP
Shares10.2K
Event2025-12-31
Filed2026-01-12
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available