The Analysis of OARSMAN CAPITAL, INC.'s Holdings

Currently, OARSMAN CAPITAL, INC. holds 247 types of securities in its portfolio with a total value $712.9M. In the most recent quarter, they have increased their positions in AGG (+640.2K shares, valued at $64.2M), SPMD (+233.9K shares, valued at $13.4M), SCHF (+280.3K shares, valued at $6.5M); decreased their positions in GVI (-103.3K shares, valued at $11.1M), IVV (-3.1K shares, valued at $2.1M), MBB (-21.4K shares, valued at $2.0M); initiated new positions in HPE (+103.6K shares, valued at $2.5M), HSY (+2.1K shares, valued at $387.0K), NOBL (+2.7K shares, valued at $276.7K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AGG ISHARES CORE U.S. AGGREGATE BOND ETF682.0K shares1531.05%2025-09-302025-11-21

SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF504.2K shares6.10%2025-09-302025-11-21

SCHF SCHWAB INTERNATIONAL EQUITY ETF2.2M shares14.95%2025-09-302025-11-21

VTV VANGUARD VALUE ETF259.8K shares2.62%2025-09-302025-11-21

RSP INVESCO S&P 500 EQUAL WEIGHT ETF199.9K shares8.02%2025-09-302025-11-21

SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF438.3K shares114.39%2025-09-302025-11-21

GVI ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF219.5K shares-32.00%2025-09-302025-11-21

SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF466.3K shares8.10%2025-09-302025-11-21

Sponsored

IVV ISHARES CORE S&P 500 ETF25.9K shares-10.62%2025-09-302025-11-21

GOOG ALPHABET INC CAP STK CL C70.5K shares-1.09%2025-09-302025-11-21

MSFT MICROSOFT CORP COM28.5K shares1.44%2025-09-302025-11-21

EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF194.8K shares3.33%2025-09-302025-11-21

NVDA NVIDIA CORPORATION COM65.7K shares-0.89%2025-09-302025-11-21

SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF154.0K shares5.67%2025-09-302025-11-21

JPST JPMORGAN ULTRA-SHORT INCOME ETF230.3K shares-9.35%2025-09-302025-11-21

AAPL APPLE INC COM44.3K shares5.53%2025-09-302025-11-21

Sponsored

IWF ISHARES RUSSELL 1000 GROWTH ETF15.9K shares-14.89%2025-09-302025-11-21

AVGO BROADCOM INC COM22.1K shares-4.07%2025-09-302025-11-21

AAAU GOLDMAN SACHS PHYSICAL GOLD ETF181.7K shares-0.37%2025-09-302025-11-21

FI FISERV INC COM49.1K shares7.41%2025-09-302025-11-21

AMZN AMAZON COM INC COM27.7K shares9.63%2025-09-302025-11-21

META META PLATFORMS INC CL A7.3K shares24.59%2025-09-302025-11-21

GOOGL ALPHABET INC CAP STK CL A20.1K shares-1.23%2025-09-302025-11-21

APH AMPHENOL CORP NEW CL A37.4K shares4.56%2025-09-302025-11-21

Sponsored

RSPG INVESCO EQUAL WEIGHT ENERGY ETF55.3K shares-4.85%2025-09-302025-11-21

WMT WALMART INC COM41.8K shares1.25%2025-09-302025-11-21

BRK.B BERKSHIRE HATHAWAY INC DEL CL B8.5K shares0.58%2025-09-302025-11-21

ABBV ABBVIE INC COM18.2K shares2.87%2025-09-302025-11-21

TJX TJX COS INC28.8K shares27.11%2025-09-302025-11-21

C CITIGROUP INC COM NEW41.0K shares0.07%2025-09-302025-11-21

GS GOLDMAN SACHS GROUP INC COM5.2K shares-4.27%2025-09-302025-11-21

IBM INTERNATIONAL BUSINESS MACHS COM13.6K shares2.39%2025-09-302025-11-21

Sponsored

PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF282.4K shares-2.38%2025-09-302025-11-21

JPRE JPMORGAN REALTY INCOME ETF78.3K shares21.56%2025-09-302025-11-21

CAT CATERPILLAR INC COM7.6K shares-0.13%2025-09-302025-11-21

JNJ JOHNSON & JOHNSON COM18.5K shares4.82%2025-09-302025-11-21

WFC WELLS FARGO CO NEW COM40.7K shares1.55%2025-09-302025-11-21

SCHZ SCHWAB US AGGREGATE BOND ETF143.5K shares-5.10%2025-09-302025-11-21

ORLY OREILLY AUTOMOTIVE INC COM30.9K shares24.24%2025-09-302025-11-21

MDT MEDTRONIC PLC SHS33.5K shares2.17%2025-09-302025-11-21

Sponsored

PH PARKER-HANNIFIN CORP COM4.0K shares4.36%2025-09-302025-11-21

JCI JOHNSON CTLS INTL PLC SHS26.9K shares5.14%2025-09-302025-11-21

KR KROGER CO COM43.3K shares4.65%2025-09-302025-11-21

SPY SPDR S&P 500 ETF TRUST4.3K shares-4.68%2025-09-302025-11-21

LDOS LEIDOS HOLDINGS INC COM14.8K shares3.92%2025-09-302025-11-21

JPM JPMORGAN CHASE & CO. COM8.7K shares-0.24%2025-09-302025-11-21

HPE HEWLETT PACKARD ENTERPRISE CO COM103.6K sharesnew addition2025-09-302025-11-21

IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF30.3K shares-0.43%2025-09-302025-11-21

Sponsored

VEA VANGUARD FTSE DEVELOPED MARKETS ETF41.5K shares-0.28%2025-09-302025-11-21

ORCL ORACLE CORP COM8.7K shares-1.47%2025-09-302025-11-21

IWD ISHARES RUSSELL 1000 VALUE ETF11.7K shares-21.25%2025-09-302025-11-21

CMI CUMMINS INC COM5.6K shares4.56%2025-09-302025-11-21

CSCO CISCO SYS INC COM34.5K shares5.46%2025-09-302025-11-21

BUG GLOBAL X CYBERSECURITY ETF66.7K shares1.77%2025-09-302025-11-21

GLD SPDR GOLD SHARES6.6K shares-1.11%2025-09-302025-11-21

DIS DISNEY WALT CO COM20.3K shares54.93%2025-09-302025-11-21

Sponsored

TYL TYLER TECHNOLOGIES INC4.3K shares1.12%2025-09-302025-11-21

TSLA TESLA INC COM5.0K shares52.10%2025-09-302025-11-21

QCOM QUALCOMM INC COM13.3K shares1.98%2025-09-302025-11-21

IJS ISHARES S&P SMALL-CAP 600 VALUE ETF19.4K shares-3.34%2025-09-302025-11-21

GWW GRAINGER W W INC COM2.2K shares4.39%2025-09-302025-11-21

FCX FREEPORT-MCMORAN INC CL B52.2K shares4.83%2025-09-302025-11-21

DFAS DIMENSIONAL U.S. SMALL CAP ETF29.0K shares-9.75%2025-09-302025-11-21

AZN ASTRAZENECA PLC SPONSORED ADR25.5K shares9.14%2025-09-302025-11-21

Sponsored

MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF31.0K shares5.98%2025-09-302025-11-21

RJF RAYMOND JAMES FINL INC11.2K shares0.75%2025-09-302025-11-21

BAC BANK AMERICA CORP COM37.2K shares1.76%2025-09-302025-11-21

HBAN HUNTINGTON BANCSHARES INC COM107.3K shares1.41%2025-09-302025-11-21

VRTX VERTEX PHARMACEUTICALS4.7K shares7.50%2025-09-302025-11-21

IAUM ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST47.7K shares-1.03%2025-09-302025-11-21

UBER UBER TECHNOLOGIES INC COM18.6K shares1.35%2025-09-302025-11-21

IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF12.6K shares-8.00%2025-09-302025-11-21

Sponsored

PEP PEPSICO INC COM12.4K shares0.63%2025-09-302025-11-21

BMY BRISTOL-MYERS SQUIBB CO COM37.8K shares-4.81%2025-09-302025-11-21

VOO VANGUARD S&P 500 ETF2.7K shares-0.04%2025-09-302025-11-21

MTG MGIC INVT CORP WIS COM57.4K shares-1.48%2025-09-302025-11-21

UNH UNITEDHEALTH GROUP INC COM4.5K shares-6.49%2025-09-302025-11-21

OBDC BLUE OWL CAPITAL CORPORATION COM120.0K shares-4.67%2025-09-302025-11-21

LLY ELI LILLY & CO COM2.0K shares3.60%2025-09-302025-11-21

SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF32.4K shares11.15%2025-09-302025-11-21

Sponsored

COST COSTCO WHSL CORP NEW COM1.5K shares7.59%2025-09-302025-11-21

INTU INTUIT COM2.0K shares1.75%2025-09-302025-11-21

VTI VANGUARD TOTAL STOCK MARKET ETF4.2K shares-29.05%2025-09-302025-11-21

ADBE ADOBE INC COM3.8K shares-17.14%2025-09-302025-11-21

OLN OLIN CORP49.5K shares-8.71%2025-09-302025-11-21

OI O-I GLASS INC COM91.2K shares-30.08%2025-09-302025-11-21

MUB ISHARES NATIONAL MUNI BOND ETF10.8K shares-2.00%2025-09-302025-11-21

SCHB SCHWAB U.S. BROAD MARKET ETF44.4K shares7.93%2025-09-302025-11-21

Sponsored

IWP ISHARES RUSSELL MID-CAP GROWTH ETF7.7K shares-0.75%2025-09-302025-11-21

RPM RPM INTL INC COM9.1K shares-2.83%2025-09-302025-11-21

AXON AXON ENTERPRISE INC COM1.4K shares-4.81%2025-09-302025-11-21

MUA BLACKROCK MUNIASSETS FD INC COM89.5K shares29.91%2025-09-302025-11-21

RNP COHEN & STEERS REIT & PFD & IN COM42.4K shares0.00%2025-09-302025-11-21

MCD MCDONALDS CORP COM3.1K shares12.26%2025-09-302025-11-21

PG PROCTER AND GAMBLE CO COM6.2K shares2.92%2025-09-302025-11-21

OMC OMNICOM GROUP INC COM11.4K shares-2.19%2025-09-302025-11-21

Sponsored

IJH ISHARES ESG SELECT S&P MIDCAP ETF13.8K shares-22.05%2025-09-302025-11-21

QQQ INVESCO QQQ TRUST SERIES I1.5K shares-0.92%2025-09-302025-11-21

CTRA COTERRA ENERGY INC COM35.8K shares8.54%2025-09-302025-11-21

DWM WISDOMTREE INTERNATIONAL EQUITY FUND12.8K shares-3.04%2025-09-302025-11-21

SCHA SCHWAB U.S. SMALL-CAP ETF30.2K shares-9.32%2025-09-302025-11-21

IBIT ISHARES BITCOIN TRUST ETF12.6K shares31.58%2025-09-302025-11-21

SCHD SCHWAB US DIVIDEND EQUITY ETF29.9K shares-0.56%2025-09-302025-11-21

PFE PFIZER INC COM31.7K shares-5.55%2025-09-302025-11-21

Sponsored

PLTR PALANTIR TECHNOLOGIES INC CL A4.4K shares-2.43%2025-09-302025-11-21

CVX CHEVRON CORP NEW COM5.0K shares-4.39%2025-09-302025-11-21

ABT ABBOTT LABS COM5.7K shares2.43%2025-09-302025-11-21

FAST FASTENAL CO COM15.6K shares0.00%2025-09-302025-11-21

UPS UNITED PARCEL SERVICE INC CL B9.1K shares-12.31%2025-09-302025-11-21

BRK.A BERKSHIRE HATHAWAY INC DEL CL A1 shares0.00%2025-09-302025-11-21

GD GENERAL DYNAMICS CORP COM2.2K shares-3.10%2025-09-302025-11-21

MA MASTERCARD INCORPORATED CL A1.3K shares-6.45%2025-09-302025-11-21

Sponsored

SCHX SCHWAB U.S. LARGE-CAP ETF26.9K shares-6.87%2025-09-302025-11-21

AMGN AMGEN INC COM2.5K shares-6.19%2025-09-302025-11-21

EFA ISHARES MSCI EAFE ETF7.4K shares3.65%2025-09-302025-11-21

ISRG INTUITIVE SURGICAL INC COM NEW1.5K shares11.19%2025-09-302025-11-21

SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF21.0K shares-2.22%2025-09-302025-11-21

VZ VERIZON COMMUNICATIONS14.9K shares2.60%2025-09-302025-11-21

NFLX NETFLIX INC COM544 shares21.16%2025-09-302025-11-21

IR INGERSOLL RAND INC COM7.8K shares0.00%2025-09-302025-11-21

Sponsored

HD HOME DEPOT INC COM1.6K shares14.77%2025-09-302025-11-21

AMD ADVANCED MICRO DEVICES INC COM4.0K shares9.66%2025-09-302025-11-21

APG API GROUP CORP COM STK18.0K shares50.00%2025-09-302025-11-21

XEL XCEL ENERGY INC COM7.6K shares-7.57%2025-09-302025-11-21

NVS NOVARTIS AG SPONSORED ADR4.8K shares-5.81%2025-09-302025-11-21

IUSG ISHARES CORE S&P U.S. GROWTH ETF3.7K shares17.13%2025-09-302025-11-21

IGF ISHARES GLOBAL INFRASTRUCTURE ETF9.5K shares4.60%2025-09-302025-11-21

ACWX ISHARES MSCI ACWI EX U.S. ETF8.9K shares-48.41%2025-09-302025-11-21

Sponsored

CSGP COSTAR GROUP INC6.8K shares-12.61%2025-09-302025-11-21

LNT ALLIANT ENERGY CORP COM8.4K shares-0.41%2025-09-302025-11-21

ACN ACCENTURE PLC IRELAND SHS CLASS A2.3K shares-2.95%2025-09-302025-11-21

XOM EXXON MOBIL CORP COM5.0K shares2.84%2025-09-302025-11-21

UAL UNITED AIRLS HLDGS INC COM5.8K shares29.08%2025-09-302025-11-21

WEC WEC ENERGY GROUP INC COM4.8K shares0.00%2025-09-302025-11-21

NOW SERVICENOW INC COM591 shares6.87%2025-09-302025-11-21

MCS MARCUS CORP DEL COM34.8K shares22.30%2025-09-302025-11-21

Sponsored

V VISA INC COM CL A1.6K shares-0.38%2025-09-302025-11-21

FTGC FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND20.6K shares-0.07%2025-09-302025-11-21

CASY CASEYS GEN STORES INC COM925 shares0.00%2025-09-302025-11-21

CPRT COPART INC COM11.6K shares-10.09%2025-09-302025-11-21

CERY SPDR BLOOMBERG ENHANCED ROLL YIELD COMMODITY STRATEGY NO K-1 ETF17.8K shares5.68%2025-09-302025-11-21

VWO VANGUARD FTSE EMERGING MARKETS ETF9.3K shares-7.42%2025-09-302025-11-21

MGK VANGUARD MEGA CAP GROWTH ETF1.2K shares0.00%2025-09-302025-11-21

MRVL MARVELL TECHNOLOGY INC COM5.9K shares-2.12%2025-09-302025-11-21

Sponsored

SPYD STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF11.2K shares2.72%2025-09-302025-11-21

MBB ISHARES MBS ETF5.2K shares-80.58%2025-09-302025-11-21

HLT HILTON WORLDWIDE HLDGS INC COM1.8K shares-2.39%2025-09-302025-11-21

SCHV SCHWAB U.S. LARGE-CAP VALUE ETF16.4K shares3.98%2025-09-302025-11-21

SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF8.5K shares-0.01%2025-09-302025-11-21

PGR PROGRESSIVE CORP COM1.8K shares-7.01%2025-09-302025-11-21

T AT&T INC COM15.6K shares-11.10%2025-09-302025-11-21

IEFA ISHARES CORE MSCI EAFE ETF5.0K shares-18.50%2025-09-302025-11-21

Sponsored

IJR ISHARES CORE S&P SMALL CAP ETF3.6K shares11.49%2025-09-302025-11-21

HSY HERSHEY CO COM2.1K sharesnew addition2025-09-302025-11-21

MGEE MGE ENERGY INC COM4.5K shares0.02%2025-09-302025-11-21

CDNS CADENCE DESIGN SYSTEM INC COM1.1K shares-9.52%2025-09-302025-11-21

IVE ISHARES S&P 500 VALUE ETF1.8K shares-7.50%2025-09-302025-11-21

USB US BANCORP DEL COM NEW7.8K shares-9.59%2025-09-302025-11-21

BA BOEING CO COM1.7K shares34.04%2025-09-302025-11-21

TDG TRANSDIGM GROUP INC COM279 shares-12.81%2025-09-302025-11-21

Sponsored

BSCS INVESCO BULLETSHARES 2028 CB ETF17.9K shares0.00%2025-09-302025-11-21

GE GE AEROSPACE COM NEW1.2K shares24.72%2025-09-302025-11-21

ADSK AUTODESK INC COM1.1K shares-13.25%2025-09-302025-11-21

RMBS RAMBUS INC DEL COM3.4K shares-12.31%2025-09-302025-11-21

TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS1.3K shares0.00%2025-09-302025-11-21

IVW ISHARES S&P 500 GROWTH ETF2.9K shares-2.34%2025-09-302025-11-21

WDFC WD 40 CO COM1.8K shares0.23%2025-09-302025-11-21

HEI.A HEICO CORP NEW CL A1.3K shares-0.88%2025-09-302025-11-21

Sponsored

KMB KIMBERLY-CLARK CORP COM2.7K shares-3.72%2025-09-302025-11-21

EEM ISHARES MSCI EMERGING MARKETS ETF6.3K shares-3.07%2025-09-302025-11-21

AAXJ ISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETF3.7K shares-4.56%2025-09-302025-11-21

CTAS CINTAS CORP COM1.6K shares11.51%2025-09-302025-11-21

AMAT APPLIED MATLS INC COM1.6K shares-3.48%2025-09-302025-11-21

ICE INTERCONTINENTAL EXCHANGE INC COM1.9K shares-7.81%2025-09-302025-11-21

GBTC GRAYSCALE BITCOIN TRUST ETF3.5K shares0.00%2025-09-302025-11-21

WMS ADVANCED DRAIN SYS INC DEL COM2.3K shares0.00%2025-09-302025-11-21

Sponsored

GPC GENUINE PARTS CO COM2.3K shares-2.16%2025-09-302025-11-21

IDXX IDEXX LABS INC COM475 shares0.64%2025-09-302025-11-21

SCHW SCHWAB CHARLES CORP COM3.1K shares0.03%2025-09-302025-11-21

VRSK VERISK ANALYTICS INC COM1.2K shares-1.50%2025-09-302025-11-21

VEU VANGUARD FTSE ALL-WORLD EX-US ETF4.1K shares6.58%2025-09-302025-11-21

ULTA ULTA BEAUTY INC538 shares-1.82%2025-09-302025-11-21

ZTS ZOETIS INC CL A2.0K shares-3.48%2025-09-302025-11-21

ATI ATI INC COM3.6K shares0.00%2025-09-302025-11-21

Sponsored

CL COLGATE PALMOLIVE CO COM3.6K shares0.00%2025-09-302025-11-21

PM PHILIP MORRIS INTL INC COM1.7K shares-1.31%2025-09-302025-11-21

PAYX PAYCHEX INC COM2.2K shares0.00%2025-09-302025-11-21

NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF2.7K sharesnew addition2025-09-302025-11-21

TGT TARGET CORP COM3.1K shares36.43%2025-09-302025-11-21

SLV ISHARES SILVER TRUST6.5K shares-7.65%2025-09-302025-11-21

TMO THERMO FISHER SCIENTIFIC INC COM553 shares-1.95%2025-09-302025-11-21

GSK GSK PLC SPONSORED ADR6.2K shares-7.17%2025-09-302025-11-21

Sponsored

FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF7.4K shares-19.89%2025-09-302025-11-21

DE DEERE & CO COM582 shares0.00%2025-09-302025-11-21

VB VANGUARD SMALL-CAP ETF1.0K shares-16.81%2025-09-302025-11-21

DHR DANAHER CORPORATION1.3K shares-4.35%2025-09-302025-11-21

NXPI NXP SEMICONDUCTORS N V COM1.1K shares0.35%2025-09-302025-11-21

NET CLOUDFLARE INC CL A COM1.2K sharesnew addition2025-09-302025-11-21

TT TRANE TECHNOLOGIES PLC SHS617 shares0.00%2025-09-302025-11-21

PRU PRUDENTIAL FINL INC COM2.5K shares-6.74%2025-09-302025-11-21

Sponsored

CI THE CIGNA GROUP COM895 shares0.00%2025-09-302025-11-21

STE STERIS PLC SHS USD1.0K shares0.00%2025-09-302025-11-21

DGRO ISHARES CORE DIVIDEND GROWTH ETF3.8K shares0.00%2025-09-302025-11-21

TEQI T. ROWE PRICE EQUITY INCOME ETF5.7K shares0.02%2025-09-302025-11-21

LOW LOWES COS INC COM997 shares-3.67%2025-09-302025-11-21

UNP UNION PAC CORP COM1.1K shares-3.38%2025-09-302025-11-21

CRM SALESFORCE INC COM1.1K shares-11.83%2025-09-302025-11-21

RRC RANGE RES CORP COM6.6K shares0.00%2025-09-302025-11-21

Sponsored

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF4.3K sharesnew addition2025-09-302025-11-21

ET ENERGY TRANSFER L P COM UT LTD PTN14.4K sharesnew addition2025-09-302025-11-21

GNRC GENERAC HLDGS INC COM1.5K sharesnew addition2025-09-302025-11-21

TTE TOTALENERGIES SE SPONSORED ADS4.1K shares-3.97%2025-09-302025-11-21

LHX L3HARRIS TECHNOLOGIES INC COM790 sharesnew addition2025-09-302025-11-21

SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF5.6K shares0.00%2025-09-302025-11-21

ZBH ZIMMER BIOMET HOLDINGS INC COM2.4K shares-20.41%2025-09-302025-11-21

IWO ISHARES RUSSELL 2000 GROWTH ETF724 sharesnew addition2025-09-302025-11-21

Sponsored

VV VANGUARD LARGE-CAP ETF750 shares0.00%2025-09-302025-11-21

CRWD CROWDSTRIKE HLDGS INC CL A465 sharesnew addition2025-09-302025-11-21

BIV VANGUARD INTERMEDIATE-TERM BOND ETF2.9K shares5.18%2025-09-302025-11-21

IWS ISHARES RUSSELL MID-CAP VALUE ETF1.6K shares-11.34%2025-09-302025-11-21

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TRV TRAVELERS COMPANIES INC COM777 shares0.00%2025-09-302025-11-21

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FICO FAIR ISAAC CORP COM143 shares6.72%2025-09-302025-11-21

GEV GE VERNOVA INC COM343 sharesnew addition2025-09-302025-11-21

DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND4.6K shares-39.07%2025-09-302025-11-21

XC WISDOMTREE TRUE EMERGING MARKETS FUND6.1K sharesnew addition2025-09-302025-11-21

RRX REGAL REXNORD CORPORATION COM1.5K shares-3.06%2025-09-302025-11-21

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TXRH TEXAS ROADHOUSE INC COM1.2K shares2.90%2025-09-302025-11-21

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IWB ISHARES RUSSELL 1000 ETF562 sharesnew addition2025-09-302025-11-21

EMR EMERSON ELEC CO COM1.6K shares0.00%2025-09-302025-11-21

MDY SPDR S&P MIDCAP 400 ETF TRUST340 sharesnew addition2025-09-302025-11-21

ESGU ISHARES ESG AWARE MSCI USA ETF1.4K sharesnew addition2025-09-302025-11-21

DDOG DATADOG INC CL A COM1.4K shares-14.62%2025-09-302025-11-21

SE SEA LTD SPONSORD ADS1.1K sharesnew addition2025-09-302025-11-21

ETN EATON CORP PLC SHS536 sharesnew addition2025-09-302025-11-21

VLTO VERALTO CORP COM SHS1.9K sharesnew addition2025-09-302025-11-21

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URG UR-ENERGY INC COM90.0K shares0.00%2025-09-302025-11-21

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AGNC AGNC INVT CORP COM14.4K shares0.00%2025-09-302025-11-21

PTEN PATTERSON-UTI ENERGY INC COM26.9K sharesnew addition2025-09-302025-11-21

BTZ BLACKROCK CR ALLOCATION INCOME COM11.6K shares0.00%2025-09-302025-11-21

HBI HANESBRANDS INC COM10.8K shares0.00%2025-09-302025-11-21

Call Option Holdings

TSLA Call CallTESLA INC COM400 shares100.00%2025-09-302025-11-21

Put Option Holdings

GOOG Put PutALPHABET INC CAP STK CL C1.0K sharesnew addition2025-09-302025-11-21