The Analysis of NewEdge Advisors, LLC's Holdings
Currently, NewEdge Advisors, LLC holds 4099 types of securities in its portfolio with a total value $22.0B. In the most recent quarter, they have increased their positions in OEF (+187.1K shares, valued at $62.3M), DYNF (+973.2K shares, valued at $57.6M), BAI (+1.7M shares, valued at $56.7M); decreased their positions in IYW (-299.6K shares, valued at $58.7M), IQLT (-855.5K shares, valued at $37.8M), EFG (-322.7K shares, valued at $36.7M); initiated new positions in SFLO (+384.9K shares, valued at $11.2M), FEOE (+220.1K shares, valued at $10.2M), MFSI (+279.9K shares, valued at $8.3M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC2.4M shares-4.12%2025-09-302025-11-17
NVDA NVIDIA CORP3.3M shares3.43%2025-09-302025-11-17 MSFT MICROSOFT CORP1.1M shares4.44%2025-09-302025-11-17 IVV ISHARES CORE704.7K shares8.33%2025-09-302025-11-17 SPY SPDR S&P633.4K shares6.43%2025-09-302025-11-17 VOO VANGUARD S&P546.0K shares2.65%2025-09-302025-11-17 AVGO BROADCOM INC958.6K shares-5.09%2025-09-302025-11-17 AMZN AMAZON COM1.4M shares4.03%2025-09-302025-11-17 JPM JPMORGAN CHASE848.5K shares2.17%2025-09-302025-11-17 DYNF ISHARES U S4.4M shares28.75%2025-09-302025-11-17 QUAL ISHARES MSCI1.1M shares-7.21%2025-09-302025-11-17 IVW ISHARES S&P1.7M shares3.56%2025-09-302025-11-17 VTV VANGUARD VALUE1.1M shares19.71%2025-09-302025-11-17 VUG VANGUARD GROWTH402.0K shares-2.84%2025-09-302025-11-17 META META PLATFORMS233.8K shares7.39%2025-09-302025-11-17 SPYM SPDR PORTFOLIO2.2M shares-6.08%2025-09-302025-11-17 BRK.B BERKSHIRE HATHAWAY315.6K shares-3.74%2025-09-302025-11-17 GOOG ALPHABET INC626.5K shares-3.17%2025-09-302025-11-17 TSLA TESLA INC343.1K shares0.52%2025-09-302025-11-17 EFV ISHARES MSCI2.2M shares-11.57%2025-09-302025-11-17 OEF ISHARES S&P443.3K shares73.02%2025-09-302025-11-17 IVE ISHARES S&P703.7K shares-1.08%2025-09-302025-11-17 QQQ INVESCO ADVANTAGE MUN INCOME358.1K shares47.07%2025-09-302025-11-17 ABBV ABBVIE INC581.2K shares4.61%2025-09-302025-11-17 IEMG ISHARES CORE2.0M shares29.43%2025-09-302025-11-17 V VISA INC385.1K shares-0.61%2025-09-302025-11-17 GOOGL ALPHABET INC540.6K shares7.73%2025-09-302025-11-17 VTI VANGUARD TOTAL399.7K shares0.94%2025-09-302025-11-17 VEA VANGUARD FTSE2.2M shares2.93%2025-09-302025-11-17 PYLD PIMCO ENHANCED4.7M shares28.28%2025-09-302025-11-17 IUSB ISHARES CORE2.6M shares-3.15%2025-09-302025-11-17 DFAC DIMENSIONAL US3.1M shares-8.41%2025-09-302025-11-17 THRO ISHARES U S3.1M shares44.68%2025-09-302025-11-17 IEFA ISHARES CORE1.2M shares16.33%2025-09-302025-11-17 IBM INTL BUSINESS359.1K shares11.95%2025-09-302025-11-17 CAT CATERPILLAR INC209.8K shares-3.19%2025-09-302025-11-17 TLH ISHARES 10-20YR963.3K shares71.67%2025-09-302025-11-17 WMT WALMART INC961.1K shares1.83%2025-09-302025-11-17 LLY ELI LILLY126.5K shares-0.15%2025-09-302025-11-17 BOND PIMCO ACTIVE983.1K shares10.91%2025-09-302025-11-17 BAI ISHARES A I2.7M shares162.35%2025-09-302025-11-17 IWF ISHARES RUSSELL193.2K shares1.88%2025-09-302025-11-17 ORCL ORACLE CORP317.7K shares3.98%2025-09-302025-11-17 WFC WELLS FARGO1.1M shares5.33%2025-09-302025-11-17 HD HOME DEPOT216.7K shares-0.02%2025-09-302025-11-17 AGG ISHARES CORE874.7K shares5.53%2025-09-302025-11-17 GLD SPDR GOLD244.9K shares1.04%2025-09-302025-11-17 XOM EXXON MOBIL766.1K shares4.54%2025-09-302025-11-17 PLTR PALANTIR TECHNOLOGIES467.8K shares-0.72%2025-09-302025-11-17 IAU ISHARES GOLD1.2M shares46.19%2025-09-302025-11-17 BUFR FIRST TRUST2.5M shares1.89%2025-09-302025-11-17 COST COSTCO WHOLESALE91.6K shares4.77%2025-09-302025-11-17 VO VANGUARD MID283.0K shares-2.72%2025-09-302025-11-17 BLK BLACKROCK FDG70.8K shares-0.20%2025-09-302025-11-17 CVX CHEVRON CORP508.7K shares2.84%2025-09-302025-11-17 RDVY FIRST TRUST1.2M shares24.42%2025-09-302025-11-17 BND VANGUARD TOTAL1.0M shares-2.44%2025-09-302025-11-17 VIG VANGUARD DIVIDEND334.7K shares2.55%2025-09-302025-11-17 IJR ISHARES CORE600.1K shares8.43%2025-09-302025-11-17 JNJ JOHNSON & JOHNSON373.4K shares8.25%2025-09-302025-11-17 COR CENCORA INC219.3K shares-1.90%2025-09-302025-11-17 PM PHILIP MORRIS421.1K shares16.22%2025-09-302025-11-17 MBB ISHARES MBS701.5K shares7.96%2025-09-302025-11-17 NFLX NETFLIX INC55.5K shares0.66%2025-09-302025-11-17 AJG ARTHUR J208.9K shares-0.20%2025-09-302025-11-17 TJX TJX COS445.5K shares-5.18%2025-09-302025-11-17 RSP INVESCO S&P330.6K shares0.74%2025-09-302025-11-17 VWO VANGUARD FSTE1.1M shares4.82%2025-09-302025-11-17 QCOM QUALCOMM INC371.4K shares233.68%2025-09-302025-11-17 ADP AUTOMATIC DATA205.3K shares3.46%2025-09-302025-11-17 FV FIRST TRUST940.5K shares11.45%2025-09-302025-11-17 CGGR CAPITAL GROUP1.3M shares7.20%2025-09-302025-11-17 BK BANK NEW YORK520.9K shares1.52%2025-09-302025-11-17 MTUM ISHARES MSCI220.2K shares3.63%2025-09-302025-11-17 ADI ANALOG DEVICES228.0K shares142.46%2025-09-302025-11-17 T AT&T INC2.0M shares8.89%2025-09-302025-11-17 ITW ILLINOIS TOOL211.4K shares3.75%2025-09-302025-11-17 TMUS T-MOBILE US230.1K shares5.15%2025-09-302025-11-17 SNX TD SYNNEX335.4K shares3.14%2025-09-302025-11-17 DGRO ISHARES CORE801.0K shares10.40%2025-09-302025-11-17 DGRW WISDOMTREE US596.0K shares-0.47%2025-09-302025-11-17 BINC ISHARES FLEXIBLE994.3K shares16.97%2025-09-302025-11-17 DTE DTE ENERGY366.9K shares0.81%2025-09-302025-11-17 FBND FIDELITY TOTAL1.1M shares57.15%2025-09-302025-11-17 SAP SAP SE188.9K shares-0.29%2025-09-302025-11-17 PG PROCTER & GAMBLE325.2K shares12.14%2025-09-302025-11-17 TSM TAIWAN SEMICONDUCTOR176.0K shares0.71%2025-09-302025-11-17 TSCO TRACTOR SUPPLY850.7K shares0.21%2025-09-302025-11-17 FPEI FIRST TRUST2.5M shares4.99%2025-09-302025-11-17 CGGO CAPITAL GROUP1.4M shares2.50%2025-09-302025-11-17 EMBD GLOBAL X2.0M shares-0.91%2025-09-302025-11-17 PULS PGIM ULTRA950.0K shares-10.89%2025-09-302025-11-17 USMV ISHARES MSCI496.2K shares-0.25%2025-09-302025-11-17 MA MASTERCARD INC82.6K shares5.80%2025-09-302025-11-17 VB VANGUARD SMALL183.3K shares-5.82%2025-09-302025-11-17 VYM VANGUARD HIGH327.5K shares8.72%2025-09-302025-11-17 IWB ISHARES RUSSELL125.0K shares1.51%2025-09-302025-11-17 JPST JPMORGAN891.4K shares-2.76%2025-09-302025-11-17 CL COLGATE-PALMOLIVE553.7K shares10.42%2025-09-302025-11-17 IBTG ISHARES IBONDS1.9M shares6.94%2025-09-302025-11-17 IYW ISHARES TECHNOLOGY217.8K shares-57.90%2025-09-302025-11-17 IAGG ISHARES CORE824.9K shares12.88%2025-09-302025-11-17 IWY ISHARES RUSSELL153.9K shares-0.30%2025-09-302025-11-17 VONG VANGUARD RUSSELL345.2K shares0.94%2025-09-302025-11-17 GE GE AEROSPACE138.2K shares34.11%2025-09-302025-11-17 SPAB SPDR AGGREGATE1.6M shares-16.30%2025-09-302025-11-17 VOT VANGUARD MID139.9K shares9.19%2025-09-302025-11-17 ETN EATON CORP108.9K shares1.37%2025-09-302025-11-17 BIL SPDR BLOOMBERG429.2K shares-13.26%2025-09-302025-11-17 QQQM INVESCO NASDAQ157.1K shares-3.29%2025-09-302025-11-17 VTEB VANGUARD MUNICIPAL774.8K shares59.00%2025-09-302025-11-17 DFAI DIMENSIONAL INTL1.0M shares39.43%2025-09-302025-11-17 UNH UNITEDHEALTH GROUP108.8K shares-5.49%2025-09-302025-11-17 BAC BANK AMERICA716.8K shares2.26%2025-09-302025-11-17 WCMI FIRST TRUST2.1M shares1533.30%2025-09-302025-11-17 JEPI JPMORGAN632.4K shares14.74%2025-09-302025-11-17 SPEM SPDR EMERGING764.7K shares23.37%2025-09-302025-11-17 CGDV CAPITAL GROUP844.3K shares8.13%2025-09-302025-11-17 CSCO CISCO SYSTEMS518.3K shares11.91%2025-09-302025-11-17 CGUS CAPITAL GROUP892.4K shares7.98%2025-09-302025-11-17 SDVY FIRST TRUST917.6K shares-3.81%2025-09-302025-11-17 DIA SPDR DOW75.1K shares13.59%2025-09-302025-11-17 UBER UBER TECHNOLOGIES355.3K shares-17.67%2025-09-302025-11-17 BNDX VANGUARD TOTAL703.4K shares2.04%2025-09-302025-11-17 VBK VANGUARD SMALL114.5K shares-1.13%2025-09-302025-11-17 SPYG SPDR PORTFOLIO325.7K shares10.66%2025-09-302025-11-17 MINT PIMCO EHNANCED336.4K shares69.19%2025-09-302025-11-17 VOE VANGUARD MID193.9K shares6.03%2025-09-302025-11-17 EYLD CAMBRIA EMERGING903.3K shares16.14%2025-09-302025-11-17 HEGD SWAN HEDGED1.3M shares14.26%2025-09-302025-11-17 AMD ADVANCED MICRO202.6K shares-9.39%2025-09-302025-11-17 MCD MCDONALDS CORP107.4K shares-13.58%2025-09-302025-11-17 GBIL GOLDMAN SACHS323.5K shares-13.63%2025-09-302025-11-17 XLF FINANCIAL SELECT601.1K shares15.44%2025-09-302025-11-17 ITA ISHARES AEROSPACE154.6K shares449.33%2025-09-302025-11-17 VCIT VANGUARD INTERMEDIATE383.1K shares-10.14%2025-09-302025-11-17 VIGI VANGUARD INTERNATIONAL357.3K shares5.78%2025-09-302025-11-17 XLK TECHNOLOGY SELECT112.6K shares21.59%2025-09-302025-11-17 FELC FIDELITY ENHANCED851.2K shares53402.89%2025-09-302025-11-17 RTX RTX CORPORATION189.5K shares12.43%2025-09-302025-11-17 XMHQ INVESCO S&P301.6K shares3.40%2025-09-302025-11-17 IBIT ISHARES BITCOIN744.0K shares43.99%2025-09-302025-11-17 GEV GE VERNOVA51.4K shares35.13%2025-09-302025-11-17 USMC PRINCIPAL US459.3K shares45.59%2025-09-302025-11-17 SPYV SPDR PORTFOLIO564.0K shares-0.13%2025-09-302025-11-17 VZ VERIZON COMMUNICATIONS695.0K shares13.38%2025-09-302025-11-17 VBR VANGUARD SMALL144.4K shares1.17%2025-09-302025-11-17 JEPQ JPMORGAN523.5K shares9.98%2025-09-302025-11-17 COWZ PACER US523.6K shares0.42%2025-09-302025-11-17 BSV VANGUARD SHORT372.8K shares-3.06%2025-09-302025-11-17 AMAT APPLIED MATERIALS142.5K shares12.70%2025-09-302025-11-17 XLV HEALTHCARE SELECT208.4K shares12.99%2025-09-302025-11-17 PEP PEPSICO INC205.6K shares14.02%2025-09-302025-11-17 DFIC DIMENSIONAL INTL877.3K shares-17.34%2025-09-302025-11-17 MRK MERCK & COMPANY341.2K shares-6.89%2025-09-302025-11-17 VGT VANGUARD INFORMATION37.6K shares54.60%2025-09-302025-11-17 IBTH ISHARES IBONDS1.2M shares2.97%2025-09-302025-11-17 BUFQ FIRST TRUST804.2K shares8.35%2025-09-302025-11-17 IJH ISHARES CORE427.7K shares7.12%2025-09-302025-11-17 ITOT ISHARES CORE191.3K shares-0.35%2025-09-302025-11-17 DUHP DIMENSIONAL US730.7K shares-8.12%2025-09-302025-11-17 ABT ABBOTT LABORATORIES202.7K shares6.30%2025-09-302025-11-17 JQUA JPMORGAN US421.8K shares-0.79%2025-09-302025-11-17 DIVI FRANKLIN INTL699.6K shares2.32%2025-09-302025-11-17 FTCS FIRST TR EXCHANGE-TRADED FD193.9K shares16.11%2025-09-302025-11-17 GS GOLDMAN SACHS32.4K shares16.22%2025-09-302025-11-17 IWM ISHARES RUSSELL106.7K shares13.52%2025-09-302025-11-17 EFG ISHARES MSCI225.9K shares-58.82%2025-09-302025-11-17 SCHD SCHWAB US941.1K shares11.95%2025-09-302025-11-17 MOAT VANECK MORNINGSTAR258.2K shares70.96%2025-09-302025-11-17 SYFI AB SHORT700.6K shares1.95%2025-09-302025-11-17 XLC COMMUNICATION SERVICES212.3K shares21.34%2025-09-302025-11-17 AMGN AMGEN INC88.8K shares11.76%2025-09-302025-11-17 IEF ISHARES 7-10YR259.4K shares15.90%2025-09-302025-11-17 QGRO AMERICAN CENTURY216.6K shares-0.02%2025-09-302025-11-17 NOW SERVICENOW INC26.8K shares-19.99%2025-09-302025-11-17 NEE NEXTERA ENERGY326.3K shares-2.68%2025-09-302025-11-17 SCHG SCHWAB US769.1K shares19.07%2025-09-302025-11-17 MS MORGAN STANLEY154.4K shares2.94%2025-09-302025-11-17 EOSE EOS ENERGY2.1M shares-9.55%2025-09-302025-11-17 FXU FIRST TRUST530.9K shares-1.87%2025-09-302025-11-17 IBDW ISHARES IBONDS1.1M shares30.06%2025-09-302025-11-17 SPDW SPDR DEVELOPED557.3K shares16.50%2025-09-302025-11-17 DUK DUKE ENERGY192.7K shares17.77%2025-09-302025-11-17 STIP ISHARES 0-5230.2K shares11.89%2025-09-302025-11-17 FNY FIRST TRUST259.7K shares31.84%2025-09-302025-11-17 FXR FIRST TRUST304.4K shares-3.59%2025-09-302025-11-17 ENB ENBRIDGE INC468.7K shares20.34%2025-09-302025-11-17 SLQD ISHARES462.5K shares63.37%2025-09-302025-11-17 AXP AMERICAN EXPRESS70.5K shares-2.50%2025-09-302025-11-17 VST VISTRA CORP118.4K shares10.82%2025-09-302025-11-17 DFSV DIMENSIONAL US727.9K shares-11.75%2025-09-302025-11-17 MUNI PIMCO INTERMEDIATE440.6K shares5.16%2025-09-302025-11-17 LOW LOWES COMPANIES91.5K shares3.95%2025-09-302025-11-17 CGCB CAPITAL GROUP860.5K shares403.35%2025-09-302025-11-17 LIN LINDE PLC48.1K shares-4.35%2025-09-302025-11-17 CRWD CROWDSTRIKE HOLDINGS46.6K shares2.19%2025-09-302025-11-17 IWD ISHARES RUSSELL111.5K shares3.20%2025-09-302025-11-17 KO COCA COLA COMPANY339.6K shares9.23%2025-09-302025-11-17 TDIV FIRST TRUST227.7K shares28.45%2025-09-302025-11-17 FXO FIRST TRUST375.8K shares-3.12%2025-09-302025-11-17 AMLP ALERIAN MLP474.6K shares6.90%2025-09-302025-11-17 SO SOUTHERN COMPANY234.7K shares12.65%2025-09-302025-11-17 FDN FIRST TRUST79.2K shares-6.57%2025-09-302025-11-17 INTU INTUIT INC32.3K shares6.42%2025-09-302025-11-17 IBDR ISHARES IBONDS905.2K shares19.87%2025-09-302025-11-17 MUB ISHARES NATIONAL205.8K shares-6.30%2025-09-302025-11-17 PANW PALO ALTO107.4K shares-5.68%2025-09-302025-11-17 FIXD FIRST TRUST492.1K shares2.68%2025-09-302025-11-17 SMH VANECK SEMICONDUCTOR66.5K shares109.23%2025-09-302025-11-17 SHLD GLOBAL X308.3K shares1314.74%2025-09-302025-11-17 KLAC KLA CORP20.0K shares-5.35%2025-09-302025-11-17 SLV ISHARES SILVER509.7K shares-17.72%2025-09-302025-11-17 CB CHUBB LTD76.1K shares19.57%2025-09-302025-11-17 IBDX ISHARES TR831.7K shares560.39%2025-09-302025-11-17 UNP UNION PACIFIC CORP90.3K shares-0.84%2025-09-302025-11-17 IBDQ ISHARES IBONDS838.9K shares-7.83%2025-09-302025-11-17 IBDV ISHARES IBONDS949.5K shares37.89%2025-09-302025-11-17 MU MICRON TECHNOLOGY INC123.5K shares16.54%2025-09-302025-11-17 BA BOEING COMPANY105.6K shares23.29%2025-09-302025-11-17 EMB ISHARES JPMORGAN215.4K shares5.93%2025-09-302025-11-17 BABA ALIBABA GROUP113.5K shares12.15%2025-09-302025-11-17 C CITIGROUP INC198.8K shares1.48%2025-09-302025-11-17 NEAR ISHARES SHORT392.4K shares56.40%2025-09-302025-11-17 IWR ISHARES RUSSELL207.2K shares2.39%2025-09-302025-11-17 SCHF SCHWAB INTL857.4K shares9.04%2025-09-302025-11-17 CEG CONSTELLATION ENERGY60.4K shares10.12%2025-09-302025-11-17 NJAN INNOVATOR ETFS TRUST372.9K shares6.82%2025-09-302025-11-17 MO ALTRIA GROUP297.6K shares1.98%2025-09-302025-11-17 QQXT FIRST TRUST197.5K shares-2.64%2025-09-302025-11-17 MDT MEDTRONIC PLC201.1K shares47.65%2025-09-302025-11-17 FVD FIRST TRUST410.6K shares-0.03%2025-09-302025-11-17 VCSH VANGUARD SHORT236.2K shares-6.14%2025-09-302025-11-17 GDX VANECK GOLD355.7K shares34.23%2025-09-302025-11-17 LMT LOCKHEED MARTIN37.6K shares0.06%2025-09-302025-11-17 TLT ISHARES 20209.7K shares-4.69%2025-09-302025-11-17 FISR SPDR SSGA717.1K shares-13.32%2025-09-302025-11-17 CGNG CAPITAL GROUP595.7K shares3.39%2025-09-302025-11-17 IBHH ISHARES IBONDS762.5K shares46.28%2025-09-302025-11-17 IEI ISHARES 3-7YR151.2K shares-0.80%2025-09-302025-11-17 LRCX LAM RESEARCH134.7K shares34.02%2025-09-302025-11-17 ESGU ISHARES ESG123.3K shares0.74%2025-09-302025-11-17 CMI CUMMINS INC42.4K shares5.18%2025-09-302025-11-17 IBHI ISHARES IBONDS748.5K shares20719.28%2025-09-302025-11-17 DBEF XTRACKERS MSCI383.6K shares1.95%2025-09-302025-11-17 CORP PIMCO INVESTMENT179.9K shares24.71%2025-09-302025-11-17 GILD GILEAD SCIENCES159.1K shares49.39%2025-09-302025-11-17 CGXU CAPITAL GROUP594.4K shares-53.31%2025-09-302025-11-17 DIS WALT DISNEY152.9K shares5.66%2025-09-302025-11-17 ANET ARISTA NETWORKS118.1K shares17.65%2025-09-302025-11-17 XLSR SPDR SSGA288.6K shares0.95%2025-09-302025-11-17 CRM SALESFORCE INC72.1K shares-25.55%2025-09-302025-11-17 DIVO AMPLIFY CWP382.1K shares5.42%2025-09-302025-11-17 FMB FIRST TRUST335.7K shares-10.70%2025-09-302025-11-17 XLY CONSUMER DISCRETIONARY70.8K shares75.84%2025-09-302025-11-17 HOOD ROBINHOOD MARKETS117.6K shares31.11%2025-09-302025-11-17 MSTR STRATEGY INC52.4K shares5.14%2025-09-302025-11-17 NOBL PROSHARES S&P162.1K shares23.25%2025-09-302025-11-17 XLP SECTOR CONSUMER212.3K shares47.21%2025-09-302025-11-17 IBMO ISHARES IBONDS645.2K shares4.89%2025-09-302025-11-17 ACWX ISHARES MSCI253.5K shares64.82%2025-09-302025-11-17 PSX PHILLIPS 66119.8K shares3.19%2025-09-302025-11-17 WM WASTE 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TRUST306.1K shares-1.22%2025-09-302025-11-17 VMBS VANGUARD MORTGAGE323.9K shares2.84%2025-09-302025-11-17 BKNG BOOKING HOLDINGS2.8K shares-0.28%2025-09-302025-11-17 BIV VANGUARD INTERMEDIATE191.1K shares1.56%2025-09-302025-11-17 XLE ENERGY SELECT166.6K shares2.08%2025-09-302025-11-17 BSCR INVESCO BULLETSHARES754.8K shares8.96%2025-09-302025-11-17 BX BLACKSTONE INC87.0K shares15.92%2025-09-302025-11-17 UPS UNITED PARCEL177.9K shares47.31%2025-09-302025-11-17 AVLV AVANTIS US205.6K shares1.02%2025-09-302025-11-17 SCHW SCHWAB CHARLES155.1K shares55.78%2025-09-302025-11-17 GLDM WORLD GOLD TR193.5K shares26.81%2025-09-302025-11-17 CME CME GROUP54.7K shares-6.19%2025-09-302025-11-17 HWM HOWMET AEROSPACE74.8K shares-0.85%2025-09-302025-11-17 CGIC CAPITAL GROUP475.8K shares3.35%2025-09-302025-11-17 IWX ISHARES RUSSELL166.5K shares-1.76%2025-09-302025-11-17 AVUV AVANTIS U S147.0K shares-3.19%2025-09-302025-11-17 VV VANGUARD LARGE47.2K shares9.39%2025-09-302025-11-17 FTEC FIDELITY MSCI65.1K shares41.10%2025-09-302025-11-17 RSPN INVESCO EXCHANGE TRADED FD T257.6K shares0.57%2025-09-302025-11-17 AVEM AVANTIS EMERGING191.9K shares13.55%2025-09-302025-11-17 MSI MOTOROLA SOLUTIONS31.3K shares4.01%2025-09-302025-11-17 APP APPLOVIN CORP19.9K shares36.95%2025-09-302025-11-17 ZALT INNOVATOR ETFS TRUST447.8K shares6.02%2025-09-302025-11-17 VEU VANGUARD FTSE199.1K shares11.29%2025-09-302025-11-17 COP CONOCOPHILLIPS149.4K shares7.31%2025-09-302025-11-17 BSCT INVESCO BULLETSHARES748.8K shares18.63%2025-09-302025-11-17 VRT VERTIV HOLDINGS92.8K shares22.79%2025-09-302025-11-17 LQD ISHARES IBOXX125.4K shares140.60%2025-09-302025-11-17 ACN ACCENTURE PLC56.4K shares-19.32%2025-09-302025-11-17 ET ENERGY TRANSFER802.6K shares2.31%2025-09-302025-11-17 VXUS VANGUARD TOTAL187.1K shares0.33%2025-09-302025-11-17 APD AIR PRODUCTS50.4K shares1.90%2025-09-302025-11-17 XLG INVESCO S&P238.8K shares9.44%2025-09-302025-11-17 GOVT ISHARES U S591.9K shares12.73%2025-09-302025-11-17 DELL DELL TECHNOLOGIES96.4K shares66.21%2025-09-302025-11-17 JCI JOHNSON CONTROLS123.9K shares-6.19%2025-09-302025-11-17 BRK.A BERKSHIRE HATHAWAY18 shares5.88%2025-09-302025-11-17 BALT INNOVATOR ETFS TRUST412.4K shares324.21%2025-09-302025-11-17 FUMB FIRST TRUST672.2K shares3.28%2025-09-302025-11-17 BSCS INVESCO BULLETSHARES655.5K shares9.00%2025-09-302025-11-17 HON HONEYWELL INTL64.0K shares-17.00%2025-09-302025-11-17 XLU UTILITIES SELECT153.5K shares17.49%2025-09-302025-11-17 FTSL FIRST TRUST291.8K shares2.67%2025-09-302025-11-17 DFEM DIMENSIONAL EMERGING416.5K shares-16.46%2025-09-302025-11-17 FSCS FIRST TRUST362.8K shares4.49%2025-09-302025-11-17 IWP ISHARES RUSSELL92.8K shares2.13%2025-09-302025-11-17 DGCB DIMENSIONAL ETF TRUST238.1K shares-11.65%2025-09-302025-11-17 SGOV ISHARES 0-3130.5K shares43.74%2025-09-302025-11-17 JAAA JANUS HENDERSON256.7K shares2.06%2025-09-302025-11-17 IFV FIRST TRUST529.4K shares334.57%2025-09-302025-11-17 CMCSA COMCAST CORP412.2K shares-6.38%2025-09-302025-11-17 NLR VANECK URANIUM95.3K shares8.27%2025-09-302025-11-17 AVDE AVANTIS INTL163.8K shares-12.67%2025-09-302025-11-17 BUFS FIRST TR EXCHNG TRADED FD VI573.7K shares22.23%2025-09-302025-11-17 IQLT ISHARES MSCI291.4K shares-74.59%2025-09-302025-11-17 ASML ASML HOLDING13.3K shares16.59%2025-09-302025-11-17 GD GENERAL DYNAMICS37.7K shares5.06%2025-09-302025-11-17 VCLT VANGUARD LONG164.5K shares-11.78%2025-09-302025-11-17 KKR KKR & CO98.1K shares-8.25%2025-09-302025-11-17 BLV VANGUARD LONG178.0K shares1.79%2025-09-302025-11-17 EPD ENTERPRISE PRODUCTS402.9K shares0.90%2025-09-302025-11-17 SCHB SCHWAB US482.7K shares8.12%2025-09-302025-11-17 FCX FREEPORT MCMORAN315.4K shares39.85%2025-09-302025-11-17 IUSV ISHARES CORE122.4K shares2.20%2025-09-302025-11-17 CWI SPDR MSCI349.3K shares1.73%2025-09-302025-11-17 GSC GOLDMAN SACHS ETF TR228.8K shares-8.66%2025-09-302025-11-17 PFF ISHARES PFD384.1K shares6.89%2025-09-302025-11-17 AMT AMERICAN TOWER63.0K shares-18.49%2025-09-302025-11-17 EMR EMERSON ELECTRIC92.0K shares16.66%2025-09-302025-11-17 SCHX SCHWAB US457.7K shares-0.64%2025-09-302025-11-17 XLI INDUSTRIAL SELECT77.9K shares9.97%2025-09-302025-11-17 EMLC VANECK JPM469.3K shares0.81%2025-09-302025-11-17 RSPF INVESCO S&P153.3K shares7.57%2025-09-302025-11-17 SPSM SPDR PORTFOLIO257.1K shares49.29%2025-09-302025-11-17 PTNQ PACER TRENDPILOT152.5K shares1.73%2025-09-302025-11-17 JMST JPMORGAN229.3K shares-46.32%2025-09-302025-11-17 SDY SPDR SERIES83.2K shares27.64%2025-09-302025-11-17 BSX BOSTON SCIENTIFIC119.1K shares8.98%2025-09-302025-11-17 DVY ISHARES SELECT81.8K shares5.08%2025-09-302025-11-17 IBMQ ISHARES IBONDS453.0K shares4.14%2025-09-302025-11-17 GRNY TIDAL TRUST I464.7K shares57.49%2025-09-302025-11-17 IGM ISHARES EXPANDED92.0K shares27.42%2025-09-302025-11-17 PH PARKER-HANNIFIN CORP15.3K shares-11.14%2025-09-302025-11-17 MELI MERCADOLIBRE INC5.0K shares0.24%2025-09-302025-11-17 IBMP ISHARES IBONDS454.1K shares9.49%2025-09-302025-11-17 FDLO FIDELITY LOW175.2K shares-0.58%2025-09-302025-11-17 QEFA SPDR INDEX130.5K shares-0.59%2025-09-302025-11-17 WMB WILLIAMS COS179.4K shares-22.80%2025-09-302025-11-17 EBAY EBAY INC124.9K shares15.04%2025-09-302025-11-17 TXN TEXAS INSTRUMENTS61.7K shares9.20%2025-09-302025-11-17 SFLO VICTORYSHARES SMALL384.9K sharesnew addition2025-09-302025-11-17 IBTL ISHARES IBONDS542.1K shares9036.56%2025-09-302025-11-17 SGOL ABRDN STANDARD302.6K shares-0.24%2025-09-302025-11-17 JBND JPMORGAN ACTIVE205.4K shares181.65%2025-09-302025-11-17 IGV ISHARES EXPANDED96.5K shares8.15%2025-09-302025-11-17 SHY ISHARES 1-3YR133.7K shares1.52%2025-09-302025-11-17 EFA ISHARES MSCI118.6K shares2.34%2025-09-302025-11-17 MCK MCKESSON CORP14.3K shares-5.52%2025-09-302025-11-17 TOTL SPDR DOUBLELINE267.5K shares16.04%2025-09-302025-11-17 SPHQ INVESCO S&P147.7K shares20.07%2025-09-302025-11-17 MPWR MONOLITHIC POWER11.7K shares24.98%2025-09-302025-11-17 SPMD SPDR PORTFOLIO186.2K shares4.30%2025-09-302025-11-17 SHOP SHOPIFY INC71.2K shares-5.43%2025-09-302025-11-17 GCOW PACER GLOBAL264.6K shares46.43%2025-09-302025-11-17 GSLC GOLDMAN SACHS80.4K shares20.70%2025-09-302025-11-17 EME EMCOR GROUP16.1K shares7.34%2025-09-302025-11-17 JPIE J P MORGAN EXCHANGE TRADED F224.4K shares49.64%2025-09-302025-11-17 EMXC ISHARES MSCI154.1K shares-34.25%2025-09-302025-11-17 DISV DIMENSIONAL INTL291.1K shares-8.18%2025-09-302025-11-17 WEC WEC ENERGY90.6K shares55.22%2025-09-302025-11-17 FMHI FIRST TRUST218.2K shares-19.57%2025-09-302025-11-17 VYMI VANGUARD INTL121.8K shares0.39%2025-09-302025-11-17 FDNI FIRST TRUST263.0K shares0.59%2025-09-302025-11-17 TMO THERMO FISHER21.0K shares-28.42%2025-09-302025-11-17 AIRR FIRST TRUST105.1K shares55.84%2025-09-302025-11-17 FEOE FIRST EAGLE220.1K sharesnew addition2025-09-302025-11-17 ENDW EA SERIES TRUST335.6K shares0.04%2025-09-302025-11-17 BUFD FIRST TRUST365.9K shares-16.83%2025-09-302025-11-17 DRI DARDEN RESTAURANTS52.8K shares-5.31%2025-09-302025-11-17 TFC TRUIST FINANCIAL219.5K shares35.29%2025-09-302025-11-17 PDP INVESCO DORSEY84.0K shares-0.67%2025-09-302025-11-17 IWO ISHARES RUSSELL31.0K shares3.57%2025-09-302025-11-17 OKE ONEOK INC135.6K shares4.01%2025-09-302025-11-17 O REALTY INCOME162.1K shares21.33%2025-09-302025-11-17 IEV ISHARES EUROPE150.0K shares102.58%2025-09-302025-11-17 HODL VANECK BITCOIN ETF303.3K shares18.50%2025-09-302025-11-17 DHR DANAHER CORP49.5K shares-22.35%2025-09-302025-11-17 PLD PROLOGIS INC85.1K shares33.37%2025-09-302025-11-17 SPOT SPOTIFY TECHNOLOGY13.9K shares10.16%2025-09-302025-11-17 VTIP VANGUARD SHORT191.7K shares8.58%2025-09-302025-11-17 ISRG INTUITIVE SURGICAL21.7K shares-3.92%2025-09-302025-11-17 APH AMPHENOL CORP77.0K shares22.39%2025-09-302025-11-17 EMQQ EMQQ EMERGING204.5K shares-0.42%2025-09-302025-11-17 GLW CORNING INC115.4K shares-7.36%2025-09-302025-11-17 SPTL SPDR PORTFOLIO348.5K shares-14.05%2025-09-302025-11-17 ADBE ADOBE INC26.6K shares-24.52%2025-09-302025-11-17 DE DEERE & CO20.4K shares8.97%2025-09-302025-11-17 NVS NOVARTIS AG72.6K shares6.38%2025-09-302025-11-17 VFMV VANGUARD US70.7K shares4.43%2025-09-302025-11-17 SPLV INVESCO S&P126.2K shares1.19%2025-09-302025-11-17 FIDU FIDELITY MSCI112.4K shares23.85%2025-09-302025-11-17 VCEB VANGUARD WORLD FD143.4K shares11.69%2025-09-302025-11-17 SPHY SPDR HIGH382.4K shares12.38%2025-09-302025-11-17 DIHP DIMENSIONAL INTL300.1K shares-5.85%2025-09-302025-11-17 BSCP INVESCO BULLETSHARES440.4K shares-2.67%2025-09-302025-11-17 ARKK ARK INNOVATION104.0K shares14.61%2025-09-302025-11-17 PTMC PACER TRENDPILOT250.0K shares-2.37%2025-09-302025-11-17 BILS SPDR BLOOMBERG89.9K shares-13.93%2025-09-302025-11-17 SYK STRYKER CORP24.1K shares-15.34%2025-09-302025-11-17 XEL XCEL ENERGY110.5K shares66.18%2025-09-302025-11-17 GTO INVESCO TOTAL186.8K shares60.70%2025-09-302025-11-17 FSMB FIRST TRUST441.6K shares5.71%2025-09-302025-11-17 MAR MARRIOTT INTL34.0K shares8.48%2025-09-302025-11-17 JNK SPDR BLOOMBERG88.8K shares23.68%2025-09-302025-11-17 CGSD CAPITAL GROUP334.6K shares27.02%2025-09-302025-11-17 FLRT PACER ARISTOTOLE183.3K shares-2.46%2025-09-302025-11-17 VNQ VANGUARD REAL94.1K shares5.35%2025-09-302025-11-17 HELO JPMORGAN HEDGED132.0K shares80.53%2025-09-302025-11-17 SBUX STARBUCKS CORP101.3K shares-10.12%2025-09-302025-11-17 IGSB ISHARES 1-5161.5K shares26.51%2025-09-302025-11-17 ETR ENTERGY CORP91.4K shares-8.96%2025-09-302025-11-17 USFR WISDOMTREE FLOATING169.4K shares-17.66%2025-09-302025-11-17 IWS ISHARES RUSS60.9K shares1.67%2025-09-302025-11-17 LNG CHENIERE ENERGY36.1K shares31.50%2025-09-302025-11-17 KNG FIRST TRUST172.2K shares3.40%2025-09-302025-11-17 IBTJ ISHARES IBONDS386.3K shares713.50%2025-09-302025-11-17 LHX L3HARRIS TECHNOLOGIES27.5K shares61.19%2025-09-302025-11-17 VGIT VANGUARD INTERMEDIATE139.3K shares7.77%2025-09-302025-11-17 IBTK ISHARES IBONDS420.9K shares5624.46%2025-09-302025-11-17 JGRO JPMORGAN ACTIVE89.2K shares2.85%2025-09-302025-11-17 PJUL INNOVATOR ETFS TRUST182.1K shares-0.68%2025-09-302025-11-17 FAST FASTENAL CO169.3K shares-10.68%2025-09-302025-11-17 MFSI MFS ACTIVE279.9K sharesnew addition2025-09-302025-11-17 KMI KINDER MORGAN291.9K shares7.78%2025-09-302025-11-17 IGIB ISHARES 5-10 YEAR152.3K shares8.56%2025-09-302025-11-17 VGSH VANGUARD SHORT139.5K shares48.03%2025-09-302025-11-17 ABNB AIRBNB INC67.6K shares25.07%2025-09-302025-11-17 SOFI SOFI TECHNOLOGIES328.0K shares14.58%2025-09-302025-11-17 AVUS AVANTIS U S74.5K shares-6.01%2025-09-302025-11-17 ORLY O REILLY AUTOMOTIVE74.6K shares7.33%2025-09-302025-11-17 SUSA ISHARES ESG59.1K shares11.47%2025-09-302025-11-17 EDOW FIRST TRUST200.3K shares5.50%2025-09-302025-11-17 DFUS DIMENSIONAL US110.3K shares16.19%2025-09-302025-11-17 VOOG VANGUARD S&P18.3K shares10.98%2025-09-302025-11-17 SUB ISHARES SHORT74.2K shares14.94%2025-09-302025-11-17 SCZ ISHARES MSCI102.9K shares9.17%2025-09-302025-11-17 ESGD ISHARES ESG84.8K shares5.65%2025-09-302025-11-17 VT VANGUARD TOTAL57.2K shares77.75%2025-09-302025-11-17 MINO PIMCO MUNICIPAL173.8K shares0.10%2025-09-302025-11-17 SOXX ISHARES SEMICONDUCTOR29.0K shares-10.58%2025-09-302025-11-17 MMC MARSH & MCLENNAN39.0K shares23.08%2025-09-302025-11-17 MMM 3M COMPANY50.1K shares4.49%2025-09-302025-11-17 KR KROGER CO115.2K shares18.36%2025-09-302025-11-17 FDV FEDERATED HERMES270.7K shares5.30%2025-09-302025-11-17 MGK VANGUARD MEGA19.2K shares53.89%2025-09-302025-11-17 DVYE ISHARES EMERGING260.6K shares1.59%2025-09-302025-11-17 IDV ISHARES INTL211.4K shares6.35%2025-09-302025-11-17 VCRB VANGUARD CORE98.1K shares223.74%2025-09-302025-11-17 HIG HARTFORD INSURANCE57.4K shares2.30%2025-09-302025-11-17 PDI PIMCO DYNAMIC384.1K shares122.56%2025-09-302025-11-17 ROK ROCKWELL AUTOMATION21.7K shares2.87%2025-09-302025-11-17 FSIG FIRST TRUST394.8K shares-10.36%2025-09-302025-11-17 IUSG ISHARES S&P46.0K shares4.41%2025-09-302025-11-17 VGK VANGUARD FTSE94.4K shares3.78%2025-09-302025-11-17 FTGC FIRST TRUST290.5K shares-70.22%2025-09-302025-11-17 SNOW SNOWFLAKE INC33.3K shares16.78%2025-09-302025-11-17 IBDU ISHARES TR315.5K shares-72.17%2025-09-302025-11-17 TPR TAPESTRY INC65.8K shares-14.08%2025-09-302025-11-17 GOEX GLOBAL X109.2K shares2.11%2025-09-302025-11-17 CARR CARRIER GLOBAL123.2K shares140.95%2025-09-302025-11-17 CALF PACER U S167.8K shares-45.89%2025-09-302025-11-17 PSFF PACER FDS TR231.8K shares12.32%2025-09-302025-11-17 GVIP GOLDMAN SACHS47.7K shares-9.07%2025-09-302025-11-17 PRU PRUDENTIAL FINANCIAL70.4K shares88.74%2025-09-302025-11-17 SHEL SHELL PLC102.0K shares-6.81%2025-09-302025-11-17 IBTI ISHARES IBONDS323.4K shares-74.47%2025-09-302025-11-17 GPC GENUINE PARTS52.2K shares72.44%2025-09-302025-11-17 MDLZ MONDELEZ INTERNATIONAL115.7K shares0.60%2025-09-302025-11-17 RSPU INVESCO S&P94.1K shares-14.50%2025-09-302025-11-17 ICVT ISHARES CONV71.6K shares14.20%2025-09-302025-11-17 NSC NORFOLK SOUTHERN23.8K shares4.39%2025-09-302025-11-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available