The Analysis of NATIONS FINANCIAL GROUP INC, /IA/ /ADV's Holdings
Currently, NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds 711 types of securities in its portfolio with a total value $1.6B. In the most recent quarter, they have increased their positions in SPMO (+61.2K shares, valued at $7.4M), BMNR (+110.5K shares, valued at $5.7M), SCHX (+210.6K shares, valued at $5.5M); decreased their positions in BRK.B (-21.7K shares, valued at $10.9M), BIDU (-23.9K shares, valued at $3.2M), BAR (-74.0K shares, valued at $2.8M); initiated new positions in SPMO (+61.2K shares, valued at $7.4M), BMNR (+110.5K shares, valued at $5.7M), HGER (+170.9K shares, valued at $4.4M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION COM233.9K shares-0.31%2025-09-302025-10-28
AAPL APPLE INC COM151.8K shares-1.21%2025-09-302025-10-28 MSFT MICROSOFT CORP COM73.5K shares1.71%2025-09-302025-10-28 QQQ INVESCO QQQ TRUST SERIES I47.9K shares-0.08%2025-09-302025-10-28 IJH ISHARES CORE S&P MID-CAP ETF430.3K shares-2.47%2025-09-302025-10-28 BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW54.7K shares-28.43%2025-09-302025-10-28 IWV ISHARES RUSSELL 3000 ETF65.9K shares-2.86%2025-09-302025-10-28 FBCG FIDELITY BLUE CHIP GROWTH ETF385.4K shares11.19%2025-09-302025-10-28 XLK TECHNOLOGY SELECT SECTOR SPDR FUND73.0K shares0.33%2025-09-302025-10-28 GOOGL ALPHABET INC CAP STK CL A83.2K shares9.72%2025-09-302025-10-28 VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF142.4K shares-1.17%2025-09-302025-10-28 META META PLATFORMS INC CL A24.7K shares2.59%2025-09-302025-10-28 AMZN AMAZON COM INC COM81.3K shares8.96%2025-09-302025-10-28 JPM JPMORGAN CHASE & CO. COM56.6K shares4.12%2025-09-302025-10-28 AVGO BROADCOM INC COM52.2K shares-0.97%2025-09-302025-10-28 VO VANGUARD MID-CAP ETF47.5K shares-0.71%2025-09-302025-10-28 SPY SPDR S&P 500 ETF TRUST20.5K shares4.48%2025-09-302025-10-28 VUG VANGUARD GROWTH ETF28.4K shares-3.87%2025-09-302025-10-28 IVV ISHARES CORE S&P 500 ETF20.2K shares6.48%2025-09-302025-10-28 VWO VANGUARD FTSE EMERGING MARKETS ETF244.5K shares0.59%2025-09-302025-10-28 GLD SPDR GOLD SHARES35.1K shares2.38%2025-09-302025-10-28 COST COSTCO WHSL CORP NEW COM12.9K shares-12.37%2025-09-302025-10-28 SCHD SCHWAB US DIVIDEND EQUITY ETF425.8K shares-9.76%2025-09-302025-10-28 USMV ISHARES MSCI USA MIN VOL FACTOR ETF120.7K shares-7.59%2025-09-302025-10-28 CGDV CAPITAL GROUP DIVIDEND VALUE ETF265.7K shares8.84%2025-09-302025-10-28 V VISA INC COM CL A30.8K shares-0.25%2025-09-302025-10-28 IJR ISHARES CORE S&P SMALL CAP ETF88.0K shares-0.42%2025-09-302025-10-28 IJJ ISHARES S&P MID-CAP 400 VALUE ETF79.6K shares0.73%2025-09-302025-10-28 IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF121.0K shares7.18%2025-09-302025-10-28 URA GLOBAL X URANIUM ETF207.9K shares-10.87%2025-09-302025-10-28 VTV VANGUARD VALUE ETF52.8K shares3.26%2025-09-302025-10-28 TCAF T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF249.2K shares4.39%2025-09-302025-10-28 XOM EXXON MOBIL CORP COM80.1K shares0.74%2025-09-302025-10-28 IEFA ISHARES CORE MSCI EAFE ETF100.1K shares4.57%2025-09-302025-10-28 JCPB JPMORGAN CORE PLUS BOND ETF182.9K shares8.46%2025-09-302025-10-28 BRK.A BERKSHIRE HATHAWAY INC DEL CL A11 shares0.00%2025-09-302025-10-28 ORCL ORACLE CORP COM29.1K shares-6.12%2025-09-302025-10-28 SLV ISHARES SILVER TRUST188.8K shares-1.15%2025-09-302025-10-28 SA SEABRIDGE GOLD INC COM327.4K shares10.25%2025-09-302025-10-28 EPD ENTERPRISE PRODS PARTNERS L P COM251.6K shares-0.71%2025-09-302025-10-28 VEA VANGUARD FTSE DEVELOPED MARKETS ETF129.3K shares1.89%2025-09-302025-10-28 AVLV AVANTIS U.S. LARGE CAP VALUE ETF106.7K shares7.85%2025-09-302025-10-28 SPMO INVESCO S&P 500 MOMENTUM ETF61.2K sharesnew addition2025-09-302025-10-28 TSLA TESLA INC COM16.6K shares20.04%2025-09-302025-10-28 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF49.5K shares3.98%2025-09-302025-10-28 SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF187.5K shares5.81%2025-09-302025-10-28 FFLC FIDELITY FUNDAMENTAL LARGE CAP CORE ETF136.8K shares-2.79%2025-09-302025-10-28 STIP ISHARES 0-5 YEAR TIPS BOND ETF68.9K shares14.26%2025-09-302025-10-28 VIG VANGUARD DIVIDEND APPRECIATION ETF32.1K shares-9.73%2025-09-302025-10-28 TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS24.8K shares4.92%2025-09-302025-10-28 OBIL US TREASURY 12 MONTH BILL ETF135.7K shares69.44%2025-09-302025-10-28 WMT WALMART INC COM66.0K shares-0.01%2025-09-302025-10-28 FTSL FIRST TRUST SENIOR LOAN FUND147.5K shares11.62%2025-09-302025-10-28 FINS ANGEL OAK FINL STRATEGIES INCM COM BEN INT510.4K shares-1.47%2025-09-302025-10-28 KLAC KLA CORP COM NEW6.2K shares0.81%2025-09-302025-10-28 BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND69.6K shares2.81%2025-09-302025-10-28 RSP INVESCO S&P 500 EQUAL WEIGHT ETF33.8K shares-0.48%2025-09-302025-10-28 MSTR STRATEGY INC CL A NEW19.8K shares1.14%2025-09-302025-10-28 VTI VANGUARD TOTAL STOCK MARKET ETF19.0K shares-1.60%2025-09-302025-10-28 ADP AUTOMATIC DATA PROCESSING INC COM21.0K shares0.97%2025-09-302025-10-28 NFLX NETFLIX INC COM5.1K shares2.62%2025-09-302025-10-28 IEI ISHARES 3-7 YEAR TREASURY BOND ETF51.1K shares-1.48%2025-09-302025-10-28 IBM INTERNATIONAL BUSINESS MACHS COM21.0K shares0.93%2025-09-302025-10-28 JNJ JOHNSON & JOHNSON COM31.9K shares-0.22%2025-09-302025-10-28 SCHX SCHWAB U.S. LARGE-CAP ETF223.8K shares1601.48%2025-09-302025-10-28 HWKN HAWKINS INC COM32.1K shares2.33%2025-09-302025-10-28 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF88.9K shares4.61%2025-09-302025-10-28 BAR GRANITESHARES GOLD SHARES153.5K shares-32.54%2025-09-302025-10-28 PLTR PALANTIR TECHNOLOGIES INC CL A31.5K shares-8.16%2025-09-302025-10-28 BMNR BITMINE IMMERSION TECNOLOGIES COM NEW110.5K sharesnew addition2025-09-302025-10-28 BXMT BLACKSTONE MTG TR INC COM CL A309.7K shares-3.08%2025-09-302025-10-28 BABA ALIBABA GROUP HLDG LTD SPONSORED ADS31.0K shares-26.72%2025-09-302025-10-28 GDX VANECK GOLD MINERS ETF69.6K shares13.42%2025-09-302025-10-28 ET ENERGY TRANSFER L P COM UT LTD PTN294.8K shares-1.40%2025-09-302025-10-28 COR CENCORA INC COM16.0K shares14.46%2025-09-302025-10-28 IVW ISHARES S&P 500 GROWTH ETF41.2K shares6.31%2025-09-302025-10-28 CALF PACER US SMALL CAP CASH COWS ETF113.4K shares1.73%2025-09-302025-10-28 CVX CHEVRON CORP NEW COM31.8K shares-0.47%2025-09-302025-10-28 VZ VERIZON COMMUNICATIONS INC COM109.8K shares7.55%2025-09-302025-10-28 CSCO CISCO SYS INC COM70.3K shares1.40%2025-09-302025-10-28 CASY CASEYS GEN STORES INC COM8.5K shares1.99%2025-09-302025-10-28 FBND FIDELITY TOTAL BOND ETF103.6K shares308.43%2025-09-302025-10-28 AMGN AMGEN INC COM16.6K shares-1.07%2025-09-302025-10-28 CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN126.0K shares-1.63%2025-09-302025-10-28 GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF35.5K shares0.81%2025-09-302025-10-28 COWZ PACER US CASH COWS 100 ETF79.6K shares3.67%2025-09-302025-10-28 PG PROCTER AND GAMBLE CO COM29.4K shares-0.24%2025-09-302025-10-28 PSX PHILLIPS 66 COM32.8K shares-3.91%2025-09-302025-10-28 QQQE DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES43.4K shares-10.11%2025-09-302025-10-28 HGER HARBOR ALL-WEATHER INFLATION FOCUS ETF170.9K sharesnew addition2025-09-302025-10-28 AMD ADVANCED MICRO DEVICES INC COM26.6K shares22.37%2025-09-302025-10-28 IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF80.2K shares-8.80%2025-09-302025-10-28 EMR EMERSON ELEC CO COM31.9K shares0.92%2025-09-302025-10-28 RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF59.8K shares0.40%2025-09-302025-10-28 RTX RTX CORPORATION COM23.9K shares1.69%2025-09-302025-10-28 ABT ABBOTT LABS COM29.8K shares0.23%2025-09-302025-10-28 SCHE SCHWAB EMERGING MARKETS EQUITY ETF118.8K shares1.14%2025-09-302025-10-28 BLK BLACKROCK INC COM3.3K shares0.18%2025-09-302025-10-28 LOW LOWES COS INC COM15.3K shares0.06%2025-09-302025-10-28 VOO VANGUARD S&P 500 ETF6.2K shares6.01%2025-09-302025-10-28 ABBV ABBVIE INC COM16.4K shares0.09%2025-09-302025-10-28 DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF84.8K sharesnew addition2025-09-302025-10-28 WELL WELLTOWER INC COM21.1K shares13.54%2025-09-302025-10-28 USTB VICTORYSHARES SHORT-TERM BOND ETF72.9K shares-1.48%2025-09-302025-10-28 CTAS CINTAS CORP COM18.0K shares1.95%2025-09-302025-10-28 NEE NEXTERA ENERGY INC COM48.7K shares-1.10%2025-09-302025-10-28 PTL INSPIRE 500 ETF14.4K shares669.10%2025-09-302025-10-28 CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF46.3K shares1.15%2025-09-302025-10-28 FIXD FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF79.1K shares-12.68%2025-09-302025-10-28 ADI ANALOG DEVICES INC COM14.3K shares-0.36%2025-09-302025-10-28 ENSG ENSIGN GROUP INC COM20.3K shares1.95%2025-09-302025-10-28 PANW PALO ALTO NETWORKS INC COM17.0K shares2.18%2025-09-302025-10-28 HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF42.2K shares1.65%2025-09-302025-10-28 UNM UNUM GROUP COM43.4K shares10.62%2025-09-302025-10-28 JAAA JANUS HENDERSON AAA CLO ETF66.4K shares34.03%2025-09-302025-10-28 VTHR VANGUARD RUSSELL 3000 ETF11.4K shares-2.46%2025-09-302025-10-28 CLS CELESTICA INC COM13.5K shares-24.81%2025-09-302025-10-28 TEL TE CONNECTIVITY PLC ORD SHS15.2K shares3.48%2025-09-302025-10-28 EFAD PROSHARES MSCI EAFE DIVIDEND GROWERS ETF78.9K shares0.82%2025-09-302025-10-28 HD HOME DEPOT INC COM8.2K shares-3.77%2025-09-302025-10-28 BKNG BOOKING HOLDINGS INC COM609 shares8.75%2025-09-302025-10-28 EYLD CAMBRIA EMERGING SHAREHOLDER YIELD ETF88.3K shares8.43%2025-09-302025-10-28 BX BLACKSTONE INC COM19.2K shares-8.44%2025-09-302025-10-28 DE DEERE & CO COM7.1K shares0.86%2025-09-302025-10-28 VCLT VANGUARD LONG-TERM CORPORATE BOND ETF41.5K shares-0.67%2025-09-302025-10-28 RGLD ROYAL GOLD INC COM16.0K shares2.11%2025-09-302025-10-28 LIN LINDE PLC SHS6.6K shares0.27%2025-09-302025-10-28 KT KT CORP SPONSORED ADR158.5K shares-17.01%2025-09-302025-10-28 PNOV INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER75.3K shares-0.98%2025-09-302025-10-28 NEM NEWMONT CORP COM36.6K shares-12.60%2025-09-302025-10-28 CGCP CAPITAL GROUP CORE PLUS INCOME ETF135.3K shares0.02%2025-09-302025-10-28 IONQ IONQ INC COM49.2K shares664.24%2025-09-302025-10-28 FTGC FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND114.8K shares1.84%2025-09-302025-10-28 PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF62.3K shares-3.33%2025-09-302025-10-28 IVE ISHARES S&P 500 VALUE ETF14.4K shares8.30%2025-09-302025-10-28 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF50.7K shares-47.60%2025-09-302025-10-28 LLY ELI LILLY & CO COM3.8K shares7.96%2025-09-302025-10-28 MCD MCDONALDS CORP COM9.4K shares-0.41%2025-09-302025-10-28 COPY TWEEDY BROWNE INSIDER VALUE ETF TRUST UNITS233.1K sharesnew addition2025-09-302025-10-28 KMI KINDER MORGAN INC DEL COM101.3K shares-0.42%2025-09-302025-10-28 PNW PINNACLE WEST CAP CORP COM31.6K shares0.91%2025-09-302025-10-28 AMP AMERIPRISE FINL INC COM5.8K shares1.73%2025-09-302025-10-28 ITW ILLINOIS TOOL WKS INC COM10.9K shares-1.00%2025-09-302025-10-28 SIVR ABRDN PHYSICAL SILVER SHARES ETF63.1K sharesnew addition2025-09-302025-10-28 DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND31.4K shares1.59%2025-09-302025-10-28 BSTP INNOVATOR BUFFER STEP-UP STRATEGY ETF74.6K shares13.27%2025-09-302025-10-28 SBUX STARBUCKS CORP COM31.8K shares1.61%2025-09-302025-10-28 RWL INVESCO S&P 500 REVENUE ETF24.3K shares-7.56%2025-09-302025-10-28 OIH VANECK OIL SERVICES ETF10.3K shares0.00%2025-09-302025-10-28 GOOG ALPHABET INC CAP STK CL C11.0K shares-2.19%2025-09-302025-10-28 RMD RESMED INC COM9.5K shares1.01%2025-09-302025-10-28 EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF27.3K shares-2.03%2025-09-302025-10-28 LHX L3HARRIS TECHNOLOGIES INC COM8.5K shares0.89%2025-09-302025-10-28 CGNG CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF83.3K shares7.31%2025-09-302025-10-28 PWR QUANTA SVCS INC COM6.2K shares-11.76%2025-09-302025-10-28 CAT CATERPILLAR INC COM5.4K shares-0.80%2025-09-302025-10-28 GE GE AEROSPACE COM NEW8.4K shares7.21%2025-09-302025-10-28 FCX FREEPORT-MCMORAN INC CL B64.2K shares32.20%2025-09-302025-10-28 AJG GALLAGHER ARTHUR J & CO COM8.1K shares1.12%2025-09-302025-10-28 BIBL INSPIRE 100 ETF56.3K shares494.13%2025-09-302025-10-28 HWM HOWMET AEROSPACE INC COM12.7K shares1.67%2025-09-302025-10-28 PEP PEPSICO INC COM17.8K shares-1.13%2025-09-302025-10-28 IAU ISHARES GOLD TRUST34.2K shares-7.88%2025-09-302025-10-28 JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF43.0K shares1.03%2025-09-302025-10-28 PFF ISHARES PREFERRED & INCOME SECURITIES ETF78.1K shares1.53%2025-09-302025-10-28 EWY ISHARES MSCI SOUTH KOREA ETF30.0K shares-0.99%2025-09-302025-10-28 CEG CONSTELLATION ENERGY CORP COM7.3K shares2.51%2025-09-302025-10-28 CRM SALESFORCE INC COM10.0K shares-22.77%2025-09-302025-10-28 IWS ISHARES RUSSELL MID-CAP VALUE ETF16.8K shares-0.65%2025-09-302025-10-28 KNG FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF47.3K shares5.00%2025-09-302025-10-28 FTGS FIRST TRUST GROWTH STRENGTH ETF64.7K shares1.39%2025-09-302025-10-28 XLV HEALTH CARE SELECT SECTOR SPDR FUND16.7K shares-5.91%2025-09-302025-10-28 IWR ISHARES RUSSELL MIDCAP ETF24.0K shares-1.41%2025-09-302025-10-28 PSEP INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER53.8K shares33.17%2025-09-302025-10-28 PFE PFIZER INC COM89.5K shares2.67%2025-09-302025-10-28 CME CME GROUP INC COM8.4K shares1.29%2025-09-302025-10-28 ONDS ONDAS HLDGS INC COM NEW285.5K sharesnew addition2025-09-302025-10-28 COM DIREXION AUSPICE BROAD COMMODITY STRATEGY ETF76.6K shares2.75%2025-09-302025-10-28 ITA ISHARES U.S. AEROSPACE & DEFENSE ETF10.5K shares15.38%2025-09-302025-10-28 AXP AMERICAN EXPRESS CO COM6.6K shares405.83%2025-09-302025-10-28 AFL AFLAC INC COM19.6K shares-35.18%2025-09-302025-10-28 AEP AMERICAN ELEC PWR CO INC COM19.4K shares2.51%2025-09-302025-10-28 LMAT LEMAITRE VASCULAR INC COM25.0K shares1.50%2025-09-302025-10-28 XLE ENERGY SELECT SECTOR SPDR FUND24.2K shares-2.89%2025-09-302025-10-28 VV VANGUARD LARGE-CAP ETF7.0K shares1.53%2025-09-302025-10-28 GD GENERAL DYNAMICS CORP COM6.3K shares-29.98%2025-09-302025-10-28 HDV ISHARES CORE HIGH DIVIDEND ETF17.4K shares-3.54%2025-09-302025-10-28 MGC VANGUARD MEGA CAP ETF8.7K shares-6.53%2025-09-302025-10-28 UBER UBER TECHNOLOGIES INC COM21.4K sharesnew addition2025-09-302025-10-28 OKE ONEOK INC NEW COM28.7K shares-55.55%2025-09-302025-10-28 CGIE CAPITAL GROUP INTERNATIONAL EQUITY ETF61.1K shares43.49%2025-09-302025-10-28 AM ANTERO MIDSTREAM CORP COM104.4K shares1.17%2025-09-302025-10-28 CCJ CAMECO CORP COM24.2K shares4.99%2025-09-302025-10-28 PAYX PAYCHEX INC COM16.0K shares0.31%2025-09-302025-10-28 ICOW PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF54.3K shares6.36%2025-09-302025-10-28 BA BOEING CO COM9.1K shares17.76%2025-09-302025-10-28 XLG INVESCO S&P 500 TOP 50 ETF34.1K shares1.77%2025-09-302025-10-28 IUSV ISHARES CORE S&P US VALUE ETF19.3K shares-0.17%2025-09-302025-10-28 SII SPROTT INC COM NEW23.0K shares-4.17%2025-09-302025-10-28 JGRO JPMORGAN ACTIVE GROWTH ETF20.3K shares39.44%2025-09-302025-10-28 CB CHUBB LIMITED COM6.8K shares-32.57%2025-09-302025-10-28 AGG ISHARES CORE U.S. AGGREGATE BOND ETF18.6K shares7.71%2025-09-302025-10-28 IWO ISHARES RUSSELL 2000 GROWTH ETF5.8K shares0.40%2025-09-302025-10-28 SPYM SPDR PORTFOLIO S&P 500 ETF23.6K shares-2.30%2025-09-302025-10-28 FPEI FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF95.4K shares26.34%2025-09-302025-10-28 GJUN FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE47.4K shares-1.49%2025-09-302025-10-28 IUSG ISHARES CORE S&P U.S. GROWTH ETF11.2K shares0.92%2025-09-302025-10-28 CRWD CROWDSTRIKE HLDGS INC CL A3.8K shares-3.32%2025-09-302025-10-28 HTGC HERCULES CAPITAL INC COM96.7K shares2.79%2025-09-302025-10-28 SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF59.8K shares-11.54%2025-09-302025-10-28 FTCS FIRST TRUST CAPITAL STRENGTH ETF19.3K shares-2.69%2025-09-302025-10-28 CGUS CAPITAL GROUP CORE EQUITY ETF45.1K shares1.02%2025-09-302025-10-28 ANET ARISTA NETWORKS INC COM SHS12.2K shares20.53%2025-09-302025-10-28 BSV VANGUARD SHORT-TERM BOND ETF22.5K shares-0.39%2025-09-302025-10-28 MRK MERCK & CO INC COM21.1K shares-1.26%2025-09-302025-10-28 ACN ACCENTURE PLC IRELAND SHS CLASS A7.1K shares-2.71%2025-09-302025-10-28 BBUS JPMORGAN BETABUILDERS U.S. EQUITY ETF14.5K shares1.10%2025-09-302025-10-28 XLF FINANCIAL SELECT SECTOR SPDR FUND32.3K shares-10.84%2025-09-302025-10-28 UJUL INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JULY44.6K shares-0.97%2025-09-302025-10-28 PDEC INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER40.2K shares-0.11%2025-09-302025-10-28 IWD ISHARES RUSSELL 1000 VALUE ETF8.3K shares-0.10%2025-09-302025-10-28 VRTX VERTEX PHARMACEUTICALS INC COM4.3K shares1.76%2025-09-302025-10-28 JQUA JPMORGAN U.S. QUALITY FACTOR ETF26.2K shares-0.23%2025-09-302025-10-28 FIX COMFORT SYS USA INC COM2.0K shares36.66%2025-09-302025-10-28 MELI MERCADOLIBRE INC COM699 shares79.23%2025-09-302025-10-28 URI 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shares16.20%2025-09-302025-10-28 MUB ISHARES NATIONAL MUNI BOND ETF7.0K shares1.36%2025-09-302025-10-28 VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF9.3K shares-0.73%2025-09-302025-10-28 ISMD INSPIRE SMALL/MID CAP ETF18.9K sharesnew addition2025-09-302025-10-28 GILD GILEAD SCIENCES INC COM6.6K shares0.24%2025-09-302025-10-28 SO SOUTHERN CO COM7.7K shares0.70%2025-09-302025-10-28 DUK DUKE ENERGY CORP NEW COM NEW5.9K shares1.34%2025-09-302025-10-28 BGX BLACKSTONE LONG SHORT CR INCOM COM SHS BN INT60.8K shares-1.06%2025-09-302025-10-28 MAIN MAIN STR CAP CORP COM11.3K shares9.38%2025-09-302025-10-28 EOG EOG RES INC COM6.4K shares-1.69%2025-09-302025-10-28 TGLS TECNOGLASS INC ORD SHS10.6K shares0.43%2025-09-302025-10-28 UNH UNITEDHEALTH GROUP INC COM2.0K shares-3.03%2025-09-302025-10-28 SPOT SPOTIFY TECHNOLOGY S A SHS1.0K sharesnew addition2025-09-302025-10-28 AUSF GLOBAL X ADAPTIVE U.S. FACTOR ETF15.1K shares51.05%2025-09-302025-10-28 GS GOLDMAN SACHS GROUP INC COM878 shares1.39%2025-09-302025-10-28 JMTG JPMORGAN MORTGAGE-BACKED SECURITIES ETF13.7K shares-6.84%2025-09-302025-10-28 CGMU CAPITAL GROUP MUNICIPAL INCOME ETF25.5K shares7.86%2025-09-302025-10-28 SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF6.5K shares-6.99%2025-09-302025-10-28 INTC INTEL CORP COM20.3K shares-6.80%2025-09-302025-10-28 FESM FIDELITY ENHANCED SMALL CAP ETF18.4K sharesnew addition2025-09-302025-10-28 SHV ISHARES SHORT TREASURY BOND ETF6.1K shares168.79%2025-09-302025-10-28 JULW ALLIANZIM U.S. LARGE CAP BUFFER20 JUL ETF17.3K shares-2.22%2025-09-302025-10-28 MO ALTRIA GROUP INC COM10.0K shares2.13%2025-09-302025-10-28 SDVD FT VEST SMID RISING DIVIDEND ACHIEVERS TARGET INCOME ETF30.5K shares17.60%2025-09-302025-10-28 GPIX GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF12.6K sharesnew addition2025-09-302025-10-28 BIDU BAIDU INC SPON ADR REP A5.0K shares-82.77%2025-09-302025-10-28 SMH VANECK SEMICONDUCTOR ETF2.0K shares-1.96%2025-09-302025-10-28 SCHO SCHWAB SHORT-TERM US TREASURY ETF26.8K sharesnew addition2025-09-302025-10-28 OCTW ALLIANZIM U.S. LARGE CAP BUFFER20 OCT ETF16.9K shares-2.08%2025-09-302025-10-28 EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF9.5K shares-2.52%2025-09-302025-10-28 DBC INVESCO DB COMMODITY INDEX TRACKING FUND28.4K shares72.03%2025-09-302025-10-28 BCX BLACKROCK RES & COMMODITIES ST SHS62.8K shares2.75%2025-09-302025-10-28 LNT ALLIANT ENERGY CORP COM9.4K shares0.02%2025-09-302025-10-28 HQH ABRDN HEALTHCARE INVESTORS SH BEN INT34.3K shares0.06%2025-09-302025-10-28 ACWI ISHARES MSCI ACWI ETF4.6K shares-24.21%2025-09-302025-10-28 FYX FIRST TRUST SMALL CAP CORE ALPHADEX FUND5.8K shares0.00%2025-09-302025-10-28 SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF13.7K sharesnew addition2025-09-302025-10-28 VOE VANGUARD MID-CAP VALUE ETF3.6K shares-4.16%2025-09-302025-10-28 GARP ISHARES MSCI USA QUALITY GARP ETF9.5K shares53.74%2025-09-302025-10-28 MRVL MARVELL TECHNOLOGY INC COM7.4K shares1.84%2025-09-302025-10-28 UTG REAVES UTIL INCOME FD COM SH BEN INT15.6K shares0.00%2025-09-302025-10-28 RWJ INVESCO S&P SMALLCAP 600 REVENUE ETF12.8K shares-6.71%2025-09-302025-10-28 APRW ALLIANZIM US LARGE CAP BUFFER20 APR ETF18.0K shares-4.21%2025-09-302025-10-28 CSX CSX CORP COM17.2K shares-15.86%2025-09-302025-10-28 FIW FIRST TRUST WATER ETF5.4K shares0.02%2025-09-302025-10-28 FCNCA FIRST CTZNS BANCSHARES INC DEL CL A340 shares0.00%2025-09-302025-10-28 KOCT INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - OCTOBER18.4K shares-5.99%2025-09-302025-10-28 KAPR INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - APRIL17.6K shares-2.50%2025-09-302025-10-28 FICS FIRST TRUST INTERNATIONAL DEVELOPED CAPITAL STRENGTH ETF15.5K shares2.12%2025-09-302025-10-28 RPV INVESCO S&P 500 PURE VALUE ETF5.9K shares5.34%2025-09-302025-10-28 PHO INVESCO WATER RESOURCES ETF8.1K shares2.20%2025-09-302025-10-28 VOD VODAFONE GROUP PLC NEW SPONSORED ADR50.4K shares13.13%2025-09-302025-10-28 TMUS T-MOBILE US INC COM2.4K shares0.70%2025-09-302025-10-28 GBDC GOLUB CAP BDC INC COM42.3K shares-1.96%2025-09-302025-10-28 JRI NUVEEN REAL ASSET INCOME & GRO COM40.4K shares-3.89%2025-09-302025-10-28 AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF6.4K shares0.00%2025-09-302025-10-28 BLOK AMPLIFY BLOCKCHAIN TECHNOLOGY ETF8.4K shares-11.15%2025-09-302025-10-28 SAP SAP SE SPON ADR2.1K shares2.19%2025-09-302025-10-28 AMLP ALERIAN MLP ETF12.0K shares-7.93%2025-09-302025-10-28 AVEM AVANTIS EMERGING MARKETS EQUITY ETF7.5K shares0.11%2025-09-302025-10-28 BSX BOSTON SCIENTIFIC CORP COM5.7K shares16.80%2025-09-302025-10-28 EFA ISHARES MSCI EAFE ETF6.0K shares0.45%2025-09-302025-10-28 SCHH SCHWAB U.S. REIT ETF25.7K sharesnew addition2025-09-302025-10-28 AVT AVNET INC COM10.6K shares9.49%2025-09-302025-10-28 HON HONEYWELL INTL INC COM2.6K shares1.01%2025-09-302025-10-28 TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND5.6K shares9.98%2025-09-302025-10-28 HTD HANCOCK JOHN TAX-ADVANTAGED DI COM22.1K shares0.00%2025-09-302025-10-28 PAPR INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL14.3K shares-2.53%2025-09-302025-10-28 SGOV ISHARES 0-3 MONTH TREASURY BOND ETF5.4K shares46.97%2025-09-302025-10-28 JANT ALLIANZIM U.S. LARGE CAP BUFFER10 JAN ETF13.6K shares3.24%2025-09-302025-10-28 DRI DARDEN RESTAURANTS INC COM2.8K shares9.70%2025-09-302025-10-28 D DOMINION ENERGY INC COM8.7K shares-0.86%2025-09-302025-10-28 KMB KIMBERLY-CLARK CORP COM4.3K shares-0.84%2025-09-302025-10-28 CGBL CAPITAL GROUP CORE BALANCED ETF15.2K shares-1.65%2025-09-302025-10-28 FTQI FIRST TRUST NASDAQ BUYWRITE INCOME ETF25.4K shares19.49%2025-09-302025-10-28 INTU INTUIT COM767 shares5.79%2025-09-302025-10-28 IWM ISHARES RUSSELL 2000 ETF2.2K shares-30.01%2025-09-302025-10-28 BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF25.2K shares0.04%2025-09-302025-10-28 MCK MCKESSON CORP COM664 shares10.12%2025-09-302025-10-28 IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF6.4K shares-3.34%2025-09-302025-10-28 IAPR INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - APRIL16.9K shares0.00%2025-09-302025-10-28 SOXX ISHARES SEMICONDUCTOR ETF1.9K shares-7.73%2025-09-302025-10-28 BSCP INVESCO BULLETSHARES 2025 CORPORATE BOND ETF24.5K shares0.04%2025-09-302025-10-28 MGNR AMERICAN BEACON GLG NATURAL RESOURCES ETF12.5K shares0.00%2025-09-302025-10-28 GEN GEN DIGITAL INC COM17.7K shares9.69%2025-09-302025-10-28 EAPR INNOVATOR EMERGING MARKETS POWER BUFFER ETF - APRIL17.3K shares0.00%2025-09-302025-10-28 NAK NORTHERN DYNASTY MINERALS LTD COM NEW418.3K shares0.00%2025-09-302025-10-28 IJUL INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JULY15.3K shares0.00%2025-09-302025-10-28 ROK ROCKWELL AUTOMATION INC COM1.4K shares0.07%2025-09-302025-10-28 HIG HARTFORD INSURANCE GROUP INC COM3.7K shares-0.19%2025-09-302025-10-28 USEP INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - SEPTEMBER12.8K sharesnew addition2025-09-302025-10-28 LVHI FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF14.2K sharesnew addition2025-09-302025-10-28 PWB INVESCO LARGE CAP GROWTH ETF3.9K shares-2.48%2025-09-302025-10-28 PNC PNC FINL SVCS GROUP INC COM2.4K shares0.41%2025-09-302025-10-28 VT VANGUARD TOTAL WORLD STOCK ETF3.5K shares1.49%2025-09-302025-10-28 AROC ARCHROCK INC COM18.3K shares10.88%2025-09-302025-10-28 BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF24.4K shares0.05%2025-09-302025-10-28 ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF9.5K shares0.30%2025-09-302025-10-28 FLXS FLEXSTEEL INDS INC COM10.3K shares-32.65%2025-09-302025-10-28 DT DYNATRACE INC COM NEW9.7K shares0.46%2025-09-302025-10-28 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available