The Analysis of NORTHWEST WEALTH MANAGEMENT, LLC's Holdings


Currently, NORTHWEST WEALTH MANAGEMENT, LLC holds 246 types of securities in its portfolio with a total value $635.5M. In the most recent quarter, they have increased their positions in VGIT (+118.9K shares, valued at $7.1M), DFSD (+74.7K shares, valued at $3.6M), IDEV (+36.4K shares, valued at $3.0M); decreased their positions in NVDA (-37.3K shares, valued at $7.0M), AOA (-43.3K shares, valued at $3.9M), VTI (-5.0K shares, valued at $1.7M); initiated new positions in BMY (+12.8K shares, valued at $689.2K), CNC (+16.4K shares, valued at $674.1K), N/A (+4.0K shares, valued at $641.6K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VGIT VANGUARD SCOTTSDALE FDS935.1K shares14.57%2025-12-312026-01-14history
ITOT ISHARES TR343.8K shares5.11%2025-12-312026-01-14history
DFAC DIMENSIONAL ETF TRUST1.3M shares-0.84%2025-12-312026-01-14history
VTI VANGUARD INDEX FDS79.4K shares-5.87%2025-12-312026-01-14history
VTIP VANGUARD MALVERN FDS497.7K shares11.46%2025-12-312026-01-14history
DFSD DIMENSIONAL ETF TRUST479.4K shares18.45%2025-12-312026-01-14history
AVDV AMERICAN CENTY ETF TR240.7K shares-5.79%2025-12-312026-01-14history
IDEV ISHARES TR230.9K shares18.72%2025-12-312026-01-14history
Sponsored
AVUV AMERICAN CENTY ETF TR180.0K shares4.57%2025-12-312026-01-14history
VGSH VANGUARD SCOTTSDALE FDS252.1K shares-0.95%2025-12-312026-01-14history
DFUS DIMENSIONAL ETF TRUST185.0K shares3.99%2025-12-312026-01-14history
AAPL APPLE INC42.1K shares-1.10%2025-12-312026-01-14history
DFIV DIMENSIONAL ETF TRUST224.2K shares-5.45%2025-12-312026-01-14history
NVDA NVIDIA CORPORATION58.1K shares-39.11%2025-12-312026-01-14history
AVEM AMERICAN CENTY ETF TR135.7K shares-6.48%2025-12-312026-01-14history
DFEM DIMENSIONAL ETF TRUST309.8K shares12.33%2025-12-312026-01-14history
Sponsored
AVDE AMERICAN CENTY ETF TR123.4K shares-3.23%2025-12-312026-01-14history
DFAI DIMENSIONAL ETF TRUST265.2K shares5.78%2025-12-312026-01-14history
AVUS AMERICAN CENTY ETF TR79.4K shares-2.89%2025-12-312026-01-14history
AVSC AMERICAN CENTY ETF TR127.3K shares9.61%2025-12-312026-01-14history
DFUV DIMENSIONAL ETF TRUST137.3K shares1.46%2025-12-312026-01-14history
DFAT DIMENSIONAL ETF TRUST103.5K shares-11.31%2025-12-312026-01-14history
SLYV SPDR SERIES TRUST64.1K shares-2.45%2025-12-312026-01-14history
IEMG ISHARES INC86.2K shares16.00%2025-12-312026-01-14history
Sponsored
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL11.4K shares0.29%2025-12-312026-01-14history
DIHP DIMENSIONAL ETF TRUST175.7K shares9.62%2025-12-312026-01-14history
TSLA TESLA INC11.9K shares11.52%2025-12-312026-01-14history
VEA VANGUARD TAX-MANAGED FDS81.9K shares-7.29%2025-12-312026-01-14history
BSVO EA SERIES TRUST219.3K shares1.81%2025-12-312026-01-14history
DISV DIMENSIONAL ETF TRUST127.4K shares9.90%2025-12-312026-01-14history
AMZN AMAZON COM INC20.9K shares0.40%2025-12-312026-01-14history
MSFT MICROSOFT CORP9.7K shares-6.58%2025-12-312026-01-14history
Sponsored
EFV ISHARES TR65.5K shares-4.59%2025-12-312026-01-14history
DFCF DIMENSIONAL ETF TRUST106.8K shares4.27%2025-12-312026-01-14history
DFIC DIMENSIONAL ETF TRUST116.3K shares12.31%2025-12-312026-01-14history
DFAE DIMENSIONAL ETF TRUST117.1K shares-1.58%2025-12-312026-01-14history
IWN ISHARES TR20.7K shares0.00%2025-12-312026-01-14history
DUHP DIMENSIONAL ETF TRUST89.9K shares13.28%2025-12-312026-01-14history
SPDW SPDR INDEX SHS FDS71.5K shares-15.53%2025-12-312026-01-14history
VBR VANGUARD INDEX FDS13.8K shares-10.46%2025-12-312026-01-14history
Sponsored
CASY CASEYS GEN STORES INC5.2K shares-5.16%2025-12-312026-01-14history
VTV VANGUARD INDEX FDS15.0K shares-4.98%2025-12-312026-01-14history
DFAX DIMENSIONAL ETF TRUST86.0K shares-0.15%2025-12-312026-01-14history
WMT WALMART INC24.5K shares11.64%2025-12-312026-01-14history
EATON CORP PLC EATON CORP PLC8.5K shares-1.59%2025-12-312026-01-14history
DFSV DIMENSIONAL ETF TRUST79.6K shares0.33%2025-12-312026-01-14history
DFGR DIMENSIONAL ETF TRUST98.7K shares14.37%2025-12-312026-01-14history
JPM JPMORGAN CHASE & CO.7.8K shares-1.47%2025-12-312026-01-14history
Sponsored
ALPHABET INC ALPHABET INC7.6K shares3.55%2025-12-312026-01-14history
SPTM SPDR SERIES TRUST27.3K shares-1.18%2025-12-312026-01-14history
IEFA ISHARES TR22.5K shares1.68%2025-12-312026-01-14history
VANGUARD INDEX FDS VANGUARD INDEX FDS3.2K shares2.50%2025-12-312026-01-14history
VWO VANGUARD INTL EQUITY INDEX F35.7K shares-8.72%2025-12-312026-01-14history
BSV VANGUARD BD INDEX FDS23.8K shares-15.22%2025-12-312026-01-14history
VEU VANGUARD INTL EQUITY INDEX F22.6K shares-2.58%2025-12-312026-01-14history
FNDC SCHWAB STRATEGIC TR34.9K shares-3.05%2025-12-312026-01-14history
Sponsored
DFNM DIMENSIONAL ETF TRUST31.7K shares25.87%2025-12-312026-01-14history
BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-12-312026-01-14history
FNDF SCHWAB STRATEGIC TR32.6K shares0.07%2025-12-312026-01-14history
AOA ISHARES TR16.3K shares-72.62%2025-12-312026-01-14history
EEM ISHARES TR25.5K shares-0.38%2025-12-312026-01-14history
XOM EXXON MOBIL CORP11.2K shares-4.50%2025-12-312026-01-14history
AVLV AMERICAN CENTY ETF TR17.6K shares-15.14%2025-12-312026-01-14history
IVV ISHARES TR1.8K shares-13.97%2025-12-312026-01-14history
Sponsored
WFC WELLS FARGO CO NEW12.1K shares-1.07%2025-12-312026-01-14history
DFAU DIMENSIONAL ETF TRUST23.9K shares-3.41%2025-12-312026-01-14history
ALPHABET INC ALPHABET INC3.4K shares-5.48%2025-12-312026-01-14history
VIG VANGUARD SPECIALIZED FUNDS4.7K shares-6.31%2025-12-312026-01-14history
AOR ISHARES TR15.9K shares-54.38%2025-12-312026-01-14history
VNQ VANGUARD INDEX FDS10.9K shares-2.03%2025-12-312026-01-14history
UNP UNION PAC CORP4.2K shares-3.10%2025-12-312026-01-14history
PEP PEPSICO INC6.6K shares18.48%2025-12-312026-01-14history
Sponsored
IWM ISHARES TR3.8K shares-3.37%2025-12-312026-01-14history
VUG VANGUARD INDEX FDS1.9K shares-5.91%2025-12-312026-01-14history
LLY ELI LILLY & CO866 shares-2.26%2025-12-312026-01-14history
PLTR PALANTIR TECHNOLOGIES INC5.2K shares11.36%2025-12-312026-01-14history
DE DEERE & CO2.0K shares-1.55%2025-12-312026-01-14history
META META PLATFORMS INC1.3K shares-13.13%2025-12-312026-01-14history
VUSB VANGUARD BD INDEX FDS16.9K shares0.49%2025-12-312026-01-14history
IUSV ISHARES TR8.1K shares-14.56%2025-12-312026-01-14history
Sponsored
MERCK & CO INC MERCK & CO INC7.8K shares39.93%2025-12-312026-01-14history
USB US BANCORP DEL15.1K shares17.94%2025-12-312026-01-14history
INTC INTEL CORP21.4K shares5.34%2025-12-312026-01-14history
SPEM SPDR INDEX SHS FDS16.5K shares-23.25%2025-12-312026-01-14history
TIP ISHARES TR7.0K shares-18.39%2025-12-312026-01-14history
MU MICRON TECHNOLOGY INC2.7K shares19.60%2025-12-312026-01-14history
BROADCOM INC BROADCOM INC2.2K shares-4.13%2025-12-312026-01-14history
NEM NEWMONT CORP7.3K shares42.38%2025-12-312026-01-14history
Sponsored
JNJ JOHNSON & JOHNSON3.5K shares-6.97%2025-12-312026-01-14history
EMLP FIRST TR EXCHANGE-TRADED FD19.1K shares-2.60%2025-12-312026-01-14history
AMD ADVANCED MICRO DEVICES INC3.3K shares-4.35%2025-12-312026-01-14history
DFIP DIMENSIONAL ETF TRUST16.6K shares-14.89%2025-12-312026-01-14history
BMY BRISTOL-MYERS SQUIBB CO12.8K sharesnew addition2025-12-312026-01-14history
STIP ISHARES TR6.7K shares-2.10%2025-12-312026-01-14history
ECL ECOLAB INC2.6K shares-11.53%2025-12-312026-01-14history
CNC CENTENE CORP DEL16.4K sharesnew addition2025-12-312026-01-14history
Sponsored
FPE FIRST TR EXCH TRADED FD III36.7K shares-15.08%2025-12-312026-01-14history
GDX VANECK ETF TRUST7.5K shares-0.12%2025-12-312026-01-14history
ATLASSIAN CORPORATION ATLASSIAN CORPORATION4.0K sharesnew addition2025-12-312026-01-14history
GE AEROSPACE GE AEROSPACE2.1K shares9.99%2025-12-312026-01-14history
ORCL ORACLE CORP3.3K shares-14.33%2025-12-312026-01-14history
CB CHUBB LIMITED2.0K shares63.69%2025-12-312026-01-14history
COF CAPITAL ONE FINL CORP2.6K shares78.92%2025-12-312026-01-14history
VRP INVESCO EXCH TRADED FD TR II25.4K shares0.00%2025-12-312026-01-14history
Sponsored
VT VANGUARD INTL EQUITY INDEX F4.4K shares-34.39%2025-12-312026-01-14history
SHY ISHARES TR7.3K shares-3.48%2025-12-312026-01-14history
IJS ISHARES TR5.3K shares-0.66%2025-12-312026-01-14history
SNOW SNOWFLAKE INC2.6K shares19.54%2025-12-312026-01-14history
FTSL FIRST TR EXCHANGE-TRADED FD12.5K shares-7.09%2025-12-312026-01-14history
VB VANGUARD INDEX FDS2.2K shares-6.59%2025-12-312026-01-14history
UCON FIRST TR EXCHNG TRADED FD VI22.1K sharesnew addition2025-12-312026-01-14history
GM GENERAL MTRS CO6.5K shares-7.96%2025-12-312026-01-14history
Sponsored
FDX FEDEX CORP1.8K shares42.23%2025-12-312026-01-14history
PCG PG&E CORP32.3K shares64.30%2025-12-312026-01-14history
RBLX ROBLOX CORP6.4K shares26.00%2025-12-312026-01-14history
FIX COMFORT SYS USA INC555 shares50.82%2025-12-312026-01-14history
CPRT COPART INC13.0K shares-4.71%2025-12-312026-01-14history
SHM SPDR SERIES TRUST10.6K shares0.00%2025-12-312026-01-14history
PH PARKER-HANNIFIN CORP564 shares0.18%2025-12-312026-01-14history
EIX EDISON INTL8.3K shares114.44%2025-12-312026-01-14history
Sponsored
ABNB AIRBNB INC3.6K shares74.08%2025-12-312026-01-14history
CEF SPROTT ASSET MANAGEMENT LP10.7K shares0.00%2025-12-312026-01-14history
PSLV SPROTT ASSET MANAGEMENT LP20.6K shares-0.14%2025-12-312026-01-14history
APH AMPHENOL CORP NEW3.5K shares9.10%2025-12-312026-01-14history
CEG CONSTELLATION ENERGY CORP1.3K shares-0.22%2025-12-312026-01-14history
IEI ISHARES TR3.9K shares-10.26%2025-12-312026-01-14history
RDVY FIRST TR EXCHANGE TRADED FD6.5K shares0.00%2025-12-312026-01-14history
BKNG BOOKING HOLDINGS INC84 shares78.72%2025-12-312026-01-14history
Sponsored
FLTR VANECK ETF TRUST17.6K shares-1.57%2025-12-312026-01-14history
SPY SPDR S&P 500 ETF TR656 shares0.00%2025-12-312026-01-14history
GEV GE VERNOVA INC678 shares45.81%2025-12-312026-01-14history
EXPE EXPEDIA GROUP INC1.5K shares18.17%2025-12-312026-01-14history
BIV VANGUARD BD INDEX FDS5.5K shares-34.27%2025-12-312026-01-14history
ZM ZOOM COMMUNICATIONS INC5.0K sharesnew addition2025-12-312026-01-14history
ARISTA NETWORKS INC ARISTA NETWORKS INC3.3K shares58.66%2025-12-312026-01-14history
WDC WESTERN DIGITAL CORP2.5K shares43.14%2025-12-312026-01-14history
Sponsored
AXP AMERICAN EXPRESS CO1.1K shares-2.55%2025-12-312026-01-14history
LNT ALLIANT ENERGY CORP6.5K shares-0.55%2025-12-312026-01-14history
INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T2.2K shares-32.37%2025-12-312026-01-14history
SOFI SOFI TECHNOLOGIES INC15.8K shares0.01%2025-12-312026-01-14history
VRSN VERISIGN INC1.7K shares46.04%2025-12-312026-01-14history
ALPS ETF TR ALPS ETF TR8.6K shares-1.19%2025-12-312026-01-14history
PANW PALO ALTO NETWORKS INC2.2K shares38.89%2025-12-312026-01-14history
PM PHILIP MORRIS INTL INC2.5K shares2.03%2025-12-312026-01-14history
Sponsored
PNC PNC FINL SVCS GROUP INC1.9K shares38.47%2025-12-312026-01-14history
MEDP MEDPACE HLDGS INC703 shares71.05%2025-12-312026-01-14history
TSN TYSON FOODS INC6.7K shares7.72%2025-12-312026-01-14history
PSX PHILLIPS 663.0K shares64.02%2025-12-312026-01-14history
IQV IQVIA HLDGS INC1.7K shares26.24%2025-12-312026-01-14history
FCX FREEPORT-MCMORAN INC7.5K sharesnew addition2025-12-312026-01-14history
ABBV ABBVIE INC1.7K shares-5.52%2025-12-312026-01-14history
DRAFTKINGS INC NEW DRAFTKINGS INC NEW10.8K sharesnew addition2025-12-312026-01-14history
Sponsored
HD HOME DEPOT INC1.1K shares-9.49%2025-12-312026-01-14history
COST COSTCO WHSL CORP NEW428 shares-8.35%2025-12-312026-01-14history
CITIGROUP INC CITIGROUP INC3.2K shares42.99%2025-12-312026-01-14history
DFAR DIMENSIONAL ETF TRUST16.1K shares1.87%2025-12-312026-01-14history
IBM INTERNATIONAL BUSINESS MACHS1.2K shares8.28%2025-12-312026-01-14history
DAL DELTA AIR LINES INC DEL5.3K shares32.87%2025-12-312026-01-14history
VXUS VANGUARD STAR FDS4.9K shares-2.60%2025-12-312026-01-14history
REGN REGENERON PHARMACEUTICALS474 sharesnew addition2025-12-312026-01-14history
Sponsored
NTRA NATERA INC1.6K sharesnew addition2025-12-312026-01-14history
PII POLARIS INC5.8K shares-1.28%2025-12-312026-01-14history
LMT LOCKHEED MARTIN CORP754 shares65.35%2025-12-312026-01-14history
BARRICK MNG CORP BARRICK MNG CORP8.3K shares0.00%2025-12-312026-01-14history
BAC BANK AMERICA CORP6.5K shares-5.42%2025-12-312026-01-14history
DG DOLLAR GEN CORP NEW2.7K sharesnew addition2025-12-312026-01-14history
ILMN ILLUMINA INC2.6K sharesnew addition2025-12-312026-01-14history
VCSH VANGUARD SCOTTSDALE FDS4.4K shares-9.84%2025-12-312026-01-14history
Sponsored
LVS LAS VEGAS SANDS CORP5.2K sharesnew addition2025-12-312026-01-14history
HOOD ROBINHOOD MKTS INC3.0K shares-21.61%2025-12-312026-01-14history
FTI TECHNIPFMC PLC7.6K shares46.57%2025-12-312026-01-14history
JBHT HUNT J B TRANS SVCS INC1.7K sharesnew addition2025-12-312026-01-14history
ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.3K shares42.86%2025-12-312026-01-14history
ADBE ADOBE INC957 shares-11.63%2025-12-312026-01-14history
WM WASTE MGMT INC DEL1.5K shares17.58%2025-12-312026-01-14history
SCHF SCHWAB STRATEGIC TR13.7K shares-7.08%2025-12-312026-01-14history
Sponsored
PDI PIMCO DYNAMIC INCOME FD18.5K shares0.00%2025-12-312026-01-14history
PG PROCTER AND GAMBLE CO2.3K shares8.07%2025-12-312026-01-14history
RL RALPH LAUREN CORP906 shares31.30%2025-12-312026-01-14history
NOW SERVICENOW INC2.1K sharesnew addition2025-12-312026-01-14history
CME CME GROUP INC1.2K shares0.00%2025-12-312026-01-14history
ROP ROPER TECHNOLOGIES INC713 sharesnew addition2025-12-312026-01-14history
TPR TAPESTRY INC2.5K shares3.45%2025-12-312026-01-14history
ISRG INTUITIVE SURGICAL INC541 shares-1.46%2025-12-312026-01-14history
Sponsored
VTWV VANGUARD SCOTTSDALE FDS1.9K shares-2.76%2025-12-312026-01-14history
VZ VERIZON COMMUNICATIONS INC7.4K shares-5.27%2025-12-312026-01-14history
MO ALTRIA GROUP INC5.2K shares0.10%2025-12-312026-01-14history
VSS VANGUARD INTL EQUITY INDEX F2.1K shares-31.17%2025-12-312026-01-14history
UPS UNITED PARCEL SERVICE INC3.0K sharesnew addition2025-12-312026-01-14history
CSCO CISCO SYS INC3.8K shares-3.28%2025-12-312026-01-14history
MCD MCDONALDS CORP948 shares-7.78%2025-12-312026-01-14history
COP CONOCOPHILLIPS3.0K sharesnew addition2025-12-312026-01-14history
Sponsored
TJX TJX COS INC NEW1.8K sharesnew addition2025-12-312026-01-14history
GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP822 sharesnew addition2025-12-312026-01-14history
ENFR ALPS ETF TR8.8K shares-8.80%2025-12-312026-01-14history
CVX CHEVRON CORP NEW1.8K shares-29.79%2025-12-312026-01-14history
EMXC ISHARES INC3.7K shares0.00%2025-12-312026-01-14history
ROSC LATTICE STRATEGIES TR5.7K shares0.80%2025-12-312026-01-14history
BBY BEST BUY INC3.9K shares40.82%2025-12-312026-01-14history
DIS DISNEY WALT CO2.3K shares-7.11%2025-12-312026-01-14history
Sponsored
BDX BECTON DICKINSON & CO1.3K sharesnew addition2025-12-312026-01-14history
MMM 3M CO1.6K shares8.63%2025-12-312026-01-14history
ESGU ISHARES TR1.7K shares0.00%2025-12-312026-01-14history
EXEL EXELIXIS INC5.8K sharesnew addition2025-12-312026-01-14history
JCI JOHNSON CTLS INTL PLC2.1K shares0.00%2025-12-312026-01-14history
NBIX NEUROCRINE BIOSCIENCES INC1.8K sharesnew addition2025-12-312026-01-14history
GLW CORNING INC2.9K shares2.31%2025-12-312026-01-14history
UTHR UNITED THERAPEUTICS CORP DEL512 sharesnew addition2025-12-312026-01-14history
Sponsored
EXAS EXACT SCIENCES CORP2.4K sharesnew addition2025-12-312026-01-14history
MKTX MARKETAXESS HLDGS INC1.4K sharesnew addition2025-12-312026-01-14history
FTA FIRST TR EXCHANGE-TRADED ALP2.8K shares-0.04%2025-12-312026-01-14history
V VISA INC691 shares-18.99%2025-12-312026-01-14history
COMT ISHARES U S ETF TR9.7K shares4.15%2025-12-312026-01-14history
EME EMCOR GROUP INC394 sharesnew addition2025-12-312026-01-14history
MA MASTERCARD INCORPORATED421 sharesnew addition2025-12-312026-01-14history
FTNT FORTINET INC3.0K sharesnew addition2025-12-312026-01-14history
Sponsored
CAT CATERPILLAR INC416 sharesnew addition2025-12-312026-01-14history
AVGE AMERICAN CENTY ETF TR2.7K shares-0.55%2025-12-312026-01-14history
MUB ISHARES TR2.2K shares-19.78%2025-12-312026-01-14history
BMRN BIOMARIN PHARMACEUTICAL INC3.9K sharesnew addition2025-12-312026-01-14history
CMG CHIPOTLE MEXICAN GRILL INC6.2K sharesnew addition2025-12-312026-01-14history
LAM RESEARCH CORP LAM RESEARCH CORP1.3K sharesnew addition2025-12-312026-01-14history
A AGILENT TECHNOLOGIES INC1.7K shares0.00%2025-12-312026-01-14history
TOL TOLL BROTHERS INC1.7K shares-0.24%2025-12-312026-01-14history
Sponsored
ESTC ELASTIC N V3.0K sharesnew addition2025-12-312026-01-14history
ALNY ALNYLAM PHARMACEUTICALS INC565 sharesnew addition2025-12-312026-01-14history
ULTA ULTA BEAUTY INC366 shares0.00%2025-12-312026-01-14history
ZS ZSCALER INC980 shares-6.58%2025-12-312026-01-14history
T AT&T INC8.7K shares-3.23%2025-12-312026-01-14history
GDXJ VANECK ETF TRUST1.9K sharesnew addition2025-12-312026-01-14history
FTGC FIRST TR EXCHANGE TRAD FD VI9.3K shares6.10%2025-12-312026-01-14history
VEEV VEEVA SYS INC956 shares6.10%2025-12-312026-01-14history
Sponsored
TGT TARGET CORP2.2K sharesnew addition2025-12-312026-01-14history
XLE SELECT SECTOR SPDR TR4.8K shares39.56%2025-12-312026-01-14history
XLK SELECT SECTOR SPDR TR1.5K shares100.00%2025-12-312026-01-14history
SYK STRYKER CORPORATION598 shares-16.60%2025-12-312026-01-14history
AVIG AMERICAN CENTY ETF TR5.0K sharesnew addition2025-12-312026-01-14history
FYT FIRST TR EXCHANGE-TRADED ALP3.7K shares0.00%2025-12-312026-01-14history
TT TRANE TECHNOLOGIES PLC532 shares0.00%2025-12-312026-01-14history
NEE NEXTERA ENERGY INC2.6K sharesnew addition2025-12-312026-01-14history
Sponsored
ADT ADT INC DEL25.0K shares13.47%2025-12-312026-01-14history
HL HECLA MNG CO10.4K shares0.41%2025-12-312026-01-14history
THC TENET HEALTHCARE CORP1.0K sharesnew addition2025-12-312026-01-14history
BBLU EA SERIES TRUST10.6K shares-26.56%2025-12-312026-01-14history
CLSK CLEANSPARK INC9.8K shares-35.67%2025-12-312026-01-14history
MARA MARA HOLDINGS INC10.7K shares0.00%2025-12-312026-01-14history

Call Option Holdings
FCX Call CallFREEPORT-MCMORAN INC100 sharesnew addition2025-12-312026-01-14history
CLSK Call CallCLEANSPARK INC300 sharesnew addition2025-12-312026-01-14history
IWM Call CallISHARES TR200 sharesnew addition2025-12-312026-01-14history

Put Option Holdings
PII Put PutPOLARIS INC200 shares0.00%2025-12-312026-01-14history