The Analysis of Occidental Asset Management, LLC's Holdings

Currently, Occidental Asset Management, LLC holds 292 types of securities in its portfolio with a total value $832.2M. In the most recent quarter, they have increased their positions in XLK (+53.1K shares, valued at $7.6M), AMD (+19.6K shares, valued at $4.2M), AAPL (+14.6K shares, valued at $4.0M); decreased their positions in XLP (-81.2K shares, valued at $6.3M), NVDA (-16.7K shares, valued at $3.1M), FLOT (-40.2K shares, valued at $2.0M); initiated new positions in TFLR (+9.7K shares, valued at $498.6K), GPIX (+9.1K shares, valued at $481.9K), N/A (+23.0K shares, valued at $440.1K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION316.8K shares-5.01%2025-12-312026-01-08

AAPL APPLE INC178.2K shares8.94%2025-12-312026-01-08

FLOT ISHARES TR556.5K shares-6.74%2025-12-312026-01-08

MSFT MICROSOFT CORP56.9K shares0.73%2025-12-312026-01-08

SPIB SPDR SERIES TRUST782.2K shares1.31%2025-12-312026-01-08

SPSB SPDR SERIES TRUST801.6K shares0.33%2025-12-312026-01-08

IWF ISHARES TR42.4K shares-0.13%2025-12-312026-01-08

BNDC FLEXSHARES TR835.6K shares3.65%2025-12-312026-01-08

Sponsored

FBND FIDELITY MERRIMACK STR TR395.0K shares3.46%2025-12-312026-01-08

ALPHABET INC ALPHABET INC56.7K shares0.44%2025-12-312026-01-08

META META PLATFORMS INC22.8K shares-2.74%2025-12-312026-01-08

TLT ISHARES TR171.9K shares4.32%2025-12-312026-01-08

IVE ISHARES TR67.5K shares-0.03%2025-12-312026-01-08

IWS ISHARES TR91.3K shares0.45%2025-12-312026-01-08

IWP ISHARES TR89.7K shares0.81%2025-12-312026-01-08

IAGG ISHARES TR225.6K shares6.43%2025-12-312026-01-08

Sponsored

EMB ISHARES TR113.5K shares6.56%2025-12-312026-01-08

JPM JPMORGAN CHASE & CO.32.9K shares7.09%2025-12-312026-01-08

HYG ISHARES TR119.6K shares8.23%2025-12-312026-01-08

XLK SELECT SECTOR SPDR TR64.8K shares455.67%2025-12-312026-01-08

EMCB WISDOMTREE TR138.6K shares7.69%2025-12-312026-01-08

WMT WALMART INC74.8K shares0.90%2025-12-312026-01-08

XLC SELECT SECTOR SPDR TR70.5K shares-2.37%2025-12-312026-01-08

SPYG SPDR SERIES TRUST76.1K shares-4.86%2025-12-312026-01-08

Sponsored

AMZN AMAZON COM INC34.4K shares-5.53%2025-12-312026-01-08

MS MORGAN STANLEY43.6K shares1.90%2025-12-312026-01-08

CMI CUMMINS INC15.0K shares1.54%2025-12-312026-01-08

CAH CARDINAL HEALTH INC36.2K shares0.85%2025-12-312026-01-08

CAT CATERPILLAR INC12.9K shares1.01%2025-12-312026-01-08

CRM SALESFORCE INC27.2K shares5.77%2025-12-312026-01-08

IJS ISHARES TR62.5K shares1.37%2025-12-312026-01-08

IWO ISHARES TR21.9K shares1.83%2025-12-312026-01-08

Sponsored

SCCO SOUTHERN COPPER CORP46.5K shares1.42%2025-12-312026-01-08

AMAT APPLIED MATLS INC25.9K shares1.42%2025-12-312026-01-08

V VISA INC18.6K shares2.81%2025-12-312026-01-08

CENCORA INC CENCORA INC19.1K shares1.67%2025-12-312026-01-08

SPYV SPDR SERIES TRUST108.0K shares-2.73%2025-12-312026-01-08

ALB ALBEMARLE CORP42.5K shares4.02%2025-12-312026-01-08

QCOM QUALCOMM INC34.5K shares6.55%2025-12-312026-01-08

HUBBELL INC HUBBELL INC12.7K shares3.94%2025-12-312026-01-08

Sponsored

MERCK & CO INC MERCK & CO INC52.7K shares5.64%2025-12-312026-01-08

SPDW SPDR INDEX SHS FDS121.2K shares-2.73%2025-12-312026-01-08

RS RELIANCE INC18.5K shares4.18%2025-12-312026-01-08

EMR EMERSON ELEC CO40.0K shares3.84%2025-12-312026-01-08

HD HOME DEPOT INC15.3K shares1.12%2025-12-312026-01-08

AMGN AMGEN INC16.0K shares3.17%2025-12-312026-01-08

NTAP NETAPP INC48.8K shares3.13%2025-12-312026-01-08

D DOMINION ENERGY INC88.4K shares2.93%2025-12-312026-01-08

Sponsored

FNDF SCHWAB STRATEGIC TR113.6K shares1.33%2025-12-312026-01-08

GILD GILEAD SCIENCES INC41.8K shares1.60%2025-12-312026-01-08

AMD ADVANCED MICRO DEVICES INC23.4K shares509.25%2025-12-312026-01-08

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW41.6K shares3.89%2025-12-312026-01-08

BR BROADRIDGE FINL SOLUTIONS21.8K shares4.36%2025-12-312026-01-08

CB CHUBB LIMITED15.3K shares4.81%2025-12-312026-01-08

DELL DELL TECHNOLOGIES INC37.6K shares2.40%2025-12-312026-01-08

DGX QUEST DIAGNOSTICS INC26.9K shares3.38%2025-12-312026-01-08

Sponsored

BKR BAKER HUGHES COMPANY102.3K shares5.48%2025-12-312026-01-08

T AT&T INC186.4K shares5.52%2025-12-312026-01-08

IMTM ISHARES TR94.1K shares2.28%2025-12-312026-01-08

ALPHABET INC ALPHABET INC14.1K shares12.77%2025-12-312026-01-08

DDWM WISDOMTREE TR99.9K shares0.28%2025-12-312026-01-08

MMC MARSH & MCLENNAN COS INC23.2K shares7.28%2025-12-312026-01-08

ITW ILLINOIS TOOL WKS INC17.2K shares5.55%2025-12-312026-01-08

J JACOBS SOLUTIONS INC30.7K shares4.84%2025-12-312026-01-08

Sponsored

IBM INTERNATIONAL BUSINESS13.0K shares3.03%2025-12-312026-01-08

TSLA TESLA INC7.9K shares6.30%2025-12-312026-01-08

HSY HERSHEY CO19.4K shares6.80%2025-12-312026-01-08

BRK.A BERKSHIRE HATHAWAY INC DEL4 shares0.00%2025-12-312026-01-08

MDYV SPDR SERIES TRUST34.5K shares-2.21%2025-12-312026-01-08

MDYG SPDR SERIES TRUST31.4K shares-2.69%2025-12-312026-01-08

OKTA OKTA INC33.1K shares0.01%2025-12-312026-01-08

DKS DICKS SPORTING GOODS INC13.3K shares5.79%2025-12-312026-01-08

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS4.1K shares9.13%2025-12-312026-01-08

DGRE WISDOMTREE TR82.5K shares0.58%2025-12-312026-01-08

SPEM SPDR INDEX SHS FDS54.9K shares-2.73%2025-12-312026-01-08

DLR DIGITAL RLTY TR INC16.6K shares8.80%2025-12-312026-01-08

AGG ISHARES TR25.4K shares-4.15%2025-12-312026-01-08

CSCO CISCO SYS INC32.8K shares0.65%2025-12-312026-01-08

ABBV ABBVIE INC10.5K shares10.30%2025-12-312026-01-08

DGS WISDOMTREE TR41.9K shares1.05%2025-12-312026-01-08

Sponsored

VUG VANGUARD INDEX FDS4.8K shares16.21%2025-12-312026-01-08

LLY ELI LILLY & CO2.1K shares4.09%2025-12-312026-01-08

SDY SPDR SERIES TRUST16.2K shares0.00%2025-12-312026-01-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.2K shares0.31%2025-12-312026-01-08

IUSV ISHARES TR19.4K shares123.35%2025-12-312026-01-08

CLX CLOROX CO DEL19.5K shares13.52%2025-12-312026-01-08

SPY SPDR S&P 500 ETF TR2.7K shares2.33%2025-12-312026-01-08

MU MICRON TECHNOLOGY INC6.5K shares1.24%2025-12-312026-01-08

Sponsored

FNDE SCHWAB STRATEGIC TR49.6K shares-0.40%2025-12-312026-01-08

KMB KIMBERLY-CLARK CORP17.7K shares13.03%2025-12-312026-01-08

IEMG ISHARES INC26.6K shares-4.59%2025-12-312026-01-08

XOM EXXON MOBIL CORP12.9K shares-6.90%2025-12-312026-01-08

BROADCOM INC BROADCOM INC4.3K shares29.74%2025-12-312026-01-08

DGRO ISHARES TR20.9K shares-0.37%2025-12-312026-01-08

DVY ISHARES TR9.4K shares0.00%2025-12-312026-01-08

XLV SELECT SECTOR SPDR TR8.4K shares4.12%2025-12-312026-01-08

Sponsored

IWR ISHARES TR13.0K shares0.00%2025-12-312026-01-08

NFLX NETFLIX INC12.8K shares1037.43%2025-12-312026-01-08

ORCL ORACLE CORP6.1K shares-7.23%2025-12-312026-01-08

VIGI VANGUARD WHITEHALL FDS12.1K shares52.76%2025-12-312026-01-08

SLYV SPDR SERIES TRUST12.0K shares-3.39%2025-12-312026-01-08

XLF SELECT SECTOR SPDR TR19.7K shares2.64%2025-12-312026-01-08

SLYG SPDR SERIES TRUST11.2K shares-2.87%2025-12-312026-01-08

CWB SPDR SERIES TRUST11.7K shares0.00%2025-12-312026-01-08

Sponsored

VIG VANGUARD SPECIALIZED FUNDS4.7K shares0.86%2025-12-312026-01-08

APP APPLOVIN CORP1.5K shares-23.33%2025-12-312026-01-08

INVESCO QQQ TR INVESCO QQQ TR1.6K shares23.31%2025-12-312026-01-08

ED CONSOLIDATED EDISON INC10.1K shares2.58%2025-12-312026-01-08

CSD INVESCO EXCHANGE TRADED FD10.0K shares0.00%2025-12-312026-01-08

PM PHILIP MORRIS INTL INC6.1K shares0.59%2025-12-312026-01-08

MA MASTERCARD INCORPORATED1.7K shares-0.88%2025-12-312026-01-08

VWO VANGUARD INTL EQUITY INDEX17.7K shares35.19%2025-12-312026-01-08

Sponsored

IWD ISHARES TR4.5K shares11.51%2025-12-312026-01-08

GLD SPDR GOLD TR2.4K shares18.90%2025-12-312026-01-08

IYW ISHARES TR4.6K shares-4.40%2025-12-312026-01-08

FSMB FIRST TR EXCH TRADED FD III46.0K shares1.10%2025-12-312026-01-08

IJH ISHARES TR13.7K shares-4.48%2025-12-312026-01-08

CVX CHEVRON CORP NEW5.8K shares-6.87%2025-12-312026-01-08

IWM ISHARES TR3.4K shares0.00%2025-12-312026-01-08

JNJ JOHNSON & JOHNSON4.0K shares-21.79%2025-12-312026-01-08

Sponsored

VEU VANGUARD INTL EQUITY INDEX11.3K shares33.10%2025-12-312026-01-08

PG PROCTER AND GAMBLE CO5.5K shares-2.30%2025-12-312026-01-08

SYK STRYKER CORPORATION2.2K shares-4.33%2025-12-312026-01-08

XLY SELECT SECTOR SPDR TR6.6K shares105.50%2025-12-312026-01-08

ABT ABBOTT LABS6.3K shares-0.59%2025-12-312026-01-08

KO COCA COLA CO11.1K shares1.69%2025-12-312026-01-08

CHD CHURCH & DWIGHT CO INC9.2K shares-3.31%2025-12-312026-01-08

AJG GALLAGHER ARTHUR J & CO3.0K shares1.09%2025-12-312026-01-08

Sponsored

BRO BROWN & BROWN INC9.6K shares-13.89%2025-12-312026-01-08

IEFA ISHARES TR8.5K shares-57.17%2025-12-312026-01-08

ISRG INTUITIVE SURGICAL INC1.3K shares-0.07%2025-12-312026-01-08

FMB FIRST TR EXCH TRADED FD III14.5K shares9.82%2025-12-312026-01-08

GBIL GOLDMAN SACHS ETF TR7.3K shares0.00%2025-12-312026-01-08

COST COSTCO WHSL CORP NEW828 shares-0.24%2025-12-312026-01-08

MNST MONSTER BEVERAGE CORP NEW9.3K shares-20.29%2025-12-312026-01-08

VTEB VANGUARD MUN BD FDS14.0K shares25.01%2025-12-312026-01-08

Sponsored

XLI SELECT SECTOR SPDR TR4.2K shares6.61%2025-12-312026-01-08

PLTR PALANTIR TECHNOLOGIES INC3.6K shares82.94%2025-12-312026-01-08

WFC WELLS FARGO CO NEW6.8K shares9.16%2025-12-312026-01-08

SHYD VANECK ETF TRUST27.3K shares15.18%2025-12-312026-01-08

F FORD MTR CO47.3K shares0.23%2025-12-312026-01-08

PEP PEPSICO INC4.3K shares-0.05%2025-12-312026-01-08

RTX RTX CORPORATION3.3K shares6.35%2025-12-312026-01-08

SHOP SHOPIFY INC3.8K shares18.31%2025-12-312026-01-08

Sponsored

XLP SELECT SECTOR SPDR TR7.7K shares-91.37%2025-12-312026-01-08

KLAC KLA CORP484 shares41.11%2025-12-312026-01-08

TJX TJX COS INC NEW3.8K shares0.29%2025-12-312026-01-08

MO ALTRIA GROUP INC10.1K shares1.68%2025-12-312026-01-08

BAC BANK AMERICA CORP10.3K shares1.94%2025-12-312026-01-08

HWM HOWMET AEROSPACE INC2.8K shares-0.04%2025-12-312026-01-08

MPC MARATHON PETE CORP3.4K shares3.86%2025-12-312026-01-08

VCIT VANGUARD SCOTTSDALE FDS6.6K shares-1.35%2025-12-312026-01-08

Sponsored

USHY ISHARES TR14.6K shares-27.09%2025-12-312026-01-08

NEM NEWMONT CORP5.4K shares-0.93%2025-12-312026-01-08

MINT PIMCO ETF TR5.4K shares2.85%2025-12-312026-01-08

YUM YUM BRANDS INC3.3K shares82.51%2025-12-312026-01-08

FUMB FIRST TR EXCH TRADED FD III25.1K shares13.03%2025-12-312026-01-08

TFLR T ROWE PRICE ETF INC9.7K sharesnew addition2025-12-312026-01-08

PHAT PHATHOM PHARMACEUTICALS INC29.9K shares0.83%2025-12-312026-01-08

VLO VALERO ENERGY CORP3.0K shares68.99%2025-12-312026-01-08

Sponsored

GPIX GOLDMAN SACHS ETF TR9.1K sharesnew addition2025-12-312026-01-08

GS GOLDMAN SACHS GROUP INC541 shares78.55%2025-12-312026-01-08

MUB ISHARES TR4.4K shares132.00%2025-12-312026-01-08

COP CONOCOPHILLIPS5.0K shares-6.05%2025-12-312026-01-08

MSI MOTOROLA SOLUTIONS INC1.2K shares-0.58%2025-12-312026-01-08

HALO HALOZYME THERAPEUTICS INC6.8K shares-12.20%2025-12-312026-01-08

VEA VANGUARD TAX-MANAGED FDS7.3K shares0.10%2025-12-312026-01-08

VZ VERIZON COMMUNICATIONS INC11.1K shares-20.45%2025-12-312026-01-08

Sponsored

MCD MCDONALDS CORP1.4K shares4.02%2025-12-312026-01-08

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST23.0K sharesnew addition2025-12-312026-01-08

XLU SELECT SECTOR SPDR TR10.1K shares91.52%2025-12-312026-01-08

ARISTA NETWORKS INC ARISTA NETWORKS INC3.3K shares-16.56%2025-12-312026-01-08

IBHF ISHARES TR18.4K shares59.74%2025-12-312026-01-08

BMY BRISTOL-MYERS SQUIBB CO7.7K shares-8.79%2025-12-312026-01-08

NVS NOVARTIS AG3.0K shares8.29%2025-12-312026-01-08

RMD RESMED INC1.7K shares2.97%2025-12-312026-01-08

Sponsored

BIL SPDR SERIES TRUST4.3K shares-5.55%2025-12-312026-01-08

VNQ VANGUARD INDEX FDS4.4K shares0.00%2025-12-312026-01-08

BLACKSTONE INC BLACKSTONE INC2.5K shares4.13%2025-12-312026-01-08

WPC WP CAREY INC6.0K sharesnew addition2025-12-312026-01-08

APH AMPHENOL CORP NEW2.8K shares1.87%2025-12-312026-01-08

PANW PALO ALTO NETWORKS INC2.1K shares-7.02%2025-12-312026-01-08

LMT LOCKHEED MARTIN CORP777 shares6.73%2025-12-312026-01-08

PSTP INNOVATOR ETFS TRUST10.5K shares55.56%2025-12-312026-01-08

Sponsored

SRE SEMPRA4.2K shares0.80%2025-12-312026-01-08

SUSC ISHARES TR15.6K shares0.12%2025-12-312026-01-08

SFLR INNOVATOR ETFS TRUST9.9K shares15.84%2025-12-312026-01-08

TPR TAPESTRY INC2.8K sharesnew addition2025-12-312026-01-08

UVE UNIVERSAL INS HLDGS INC10.4K shares0.92%2025-12-312026-01-08

TGTX TG THERAPEUTICS INC11.7K shares0.08%2025-12-312026-01-08

VTI VANGUARD INDEX FDS1.0K shares1.07%2025-12-312026-01-08

ILMN ILLUMINA INC2.6K sharesnew addition2025-12-312026-01-08

Sponsored

UTHR UNITED THERAPEUTICS CORP697 sharesnew addition2025-12-312026-01-08

GE AEROSPACE GE AEROSPACE1.1K shares4.24%2025-12-312026-01-08

FICO FAIR ISAAC CORP197 shares22.36%2025-12-312026-01-08

EXPE EXPEDIA GROUP INC1.2K sharesnew addition2025-12-312026-01-08

INVESCO EXCHANGE TRADED FD INVESCO EXCHANGE TRADED FD1.7K sharesnew addition2025-12-312026-01-08

PH PARKER-HANNIFIN CORP366 shares2.81%2025-12-312026-01-08

XLE SELECT SECTOR SPDR TR7.2K shares87.99%2025-12-312026-01-08

ADBE ADOBE INC910 shares18.95%2025-12-312026-01-08

Sponsored

ITOT ISHARES TR2.1K shares0.00%2025-12-312026-01-08

SHY ISHARES TR3.8K shares-30.26%2025-12-312026-01-08

MAR MARRIOTT INTL INC NEW1.0K shares23.93%2025-12-312026-01-08

IBHI ISHARES TR13.3K shares19.25%2025-12-312026-01-08

ROST ROSS STORES INC1.7K shares0.88%2025-12-312026-01-08

CARG CARGURUS INC8.0K sharesnew addition2025-12-312026-01-08

DEO DIAGEO PLC3.5K shares1.69%2025-12-312026-01-08

AZN ASTRAZENECA PLC3.3K shares7.70%2025-12-312026-01-08

Sponsored

EXEL EXELIXIS INC7.0K shares-34.78%2025-12-312026-01-08

MCK MCKESSON CORP369 shares2.50%2025-12-312026-01-08

SPGI S&P GLOBAL INC571 shares2.15%2025-12-312026-01-08

EFA ISHARES TR3.1K shares-9.78%2025-12-312026-01-08

WMB WILLIAMS COS INC4.9K shares6.73%2025-12-312026-01-08

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP878 sharesnew addition2025-12-312026-01-08

TDC TERADATA CORP DEL9.7K sharesnew addition2025-12-312026-01-08

DIS DISNEY WALT CO2.6K shares-0.73%2025-12-312026-01-08

Sponsored

ORLY OREILLY AUTOMOTIVE INC3.2K shares3.75%2025-12-312026-01-08

NOC NORTHROP GRUMMAN CORP517 shares-3.00%2025-12-312026-01-08

IGRO ISHARES TR3.5K shares0.00%2025-12-312026-01-08

INCY INCYTE CORP2.9K shares6.87%2025-12-312026-01-08

AEM AGNICO EAGLE MINES LTD1.7K shares9.83%2025-12-312026-01-08

BLACKROCK INC BLACKROCK INC261 shares16.00%2025-12-312026-01-08

MEDP MEDPACE HLDGS INC496 sharesnew addition2025-12-312026-01-08

OKE ONEOK INC NEW3.8K shares-5.16%2025-12-312026-01-08

Sponsored

CEF SPROTT ASSET MANAGEMENT LP6.0K shares0.00%2025-12-312026-01-08

HCA HCA HEALTHCARE INC579 sharesnew addition2025-12-312026-01-08

BK BANK NEW YORK MELLON CORP2.3K shares1.64%2025-12-312026-01-08

BKNG BOOKING HOLDINGS INC49 shares-3.92%2025-12-312026-01-08

SCHB SCHWAB STRATEGIC TR9.9K shares4.22%2025-12-312026-01-08

PYPL PAYPAL HLDGS INC4.3K shares-38.85%2025-12-312026-01-08

PEGA PEGASYSTEMS INC4.2K sharesnew addition2025-12-312026-01-08

HYD VANECK ETF TRUST4.9K shares19.35%2025-12-312026-01-08

Sponsored

PFE PFIZER INC10.1K shares-10.43%2025-12-312026-01-08

QLYS QUALYS INC1.9K shares-25.56%2025-12-312026-01-08

TBIL RBB FD INC5.0K shares0.00%2025-12-312026-01-08

UMAR INNOVATOR ETFS TRUST6.2K shares0.00%2025-12-312026-01-08

RL RALPH LAUREN CORP699 sharesnew addition2025-12-312026-01-08

VONG VANGUARD SCOTTSDALE FDS2.0K shares0.00%2025-12-312026-01-08

NULG NUSHARES ETF TR2.5K shares0.04%2025-12-312026-01-08

BN BROOKFIELD CORP5.3K shares63.51%2025-12-312026-01-08

Sponsored

HYGV FLEXSHARES TR6.0K shares0.00%2025-12-312026-01-08

XEL XCEL ENERGY INC3.3K shares1.17%2025-12-312026-01-08

MPWR MONOLITHIC PWR SYS INC266 sharesnew addition2025-12-312026-01-08

PGNY PROGYNY INC9.4K sharesnew addition2025-12-312026-01-08

ARES ARES MANAGEMENT CORPORATION1.5K shares1.51%2025-12-312026-01-08

YETI YETI HLDGS INC5.4K sharesnew addition2025-12-312026-01-08

CRWD CROWDSTRIKE HLDGS INC504 sharesnew addition2025-12-312026-01-08

YOU CLEAR SECURE INC6.7K sharesnew addition2025-12-312026-01-08

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CVCO CAVCO INDS INC DEL397 sharesnew addition2025-12-312026-01-08

BOX BOX INC7.8K shares-19.49%2025-12-312026-01-08

CL COLGATE PALMOLIVE CO2.9K sharesnew addition2025-12-312026-01-08

AOD ABRDN TOTAL DYNAMIC23.5K shares-9.51%2025-12-312026-01-08

NULV NUSHARES ETF TR5.1K shares0.44%2025-12-312026-01-08

CF CF INDS HLDGS INC2.9K shares0.00%2025-12-312026-01-08

CRUS CIRRUS LOGIC INC1.9K sharesnew addition2025-12-312026-01-08

SKY CHAMPION HOMES INC2.7K sharesnew addition2025-12-312026-01-08

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ACLS AXCELIS TECHNOLOGIES INC2.8K sharesnew addition2025-12-312026-01-08

CSGS CSG SYS INTL INC2.9K sharesnew addition2025-12-312026-01-08

THE CIGNA GROUP THE CIGNA GROUP815 shares-4.68%2025-12-312026-01-08

AEP AMERICAN ELEC PWR CO INC1.9K shares5.67%2025-12-312026-01-08

VOOG VANGUARD ADMIRAL FDS INC502 shares0.20%2025-12-312026-01-08

JEPI J P MORGAN EXCHANGE TRADED3.9K sharesnew addition2025-12-312026-01-08

RSPH INVESCO EXCHANGE TRADED FD6.9K shares0.00%2025-12-312026-01-08

TDG TRANSDIGM GROUP INC165 shares0.61%2025-12-312026-01-08

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IBP INSTALLED BLDG PRODS INC845 sharesnew addition2025-12-312026-01-08

DDTL INNOVATOR ETFS TRUST10.4K shares0.00%2025-12-312026-01-08

NFJ VIRTUS DIVIDEND INTEREST &16.9K shares-0.25%2025-12-312026-01-08

LVS LAS VEGAS SANDS CORP3.3K sharesnew addition2025-12-312026-01-08

IDEC INNOVATOR ETFS TRUST6.7K sharesnew addition2025-12-312026-01-08

INOV INNOVATOR ETFS TRUST6.2K sharesnew addition2025-12-312026-01-08

VONV VANGUARD SCOTTSDALE FDS2.3K shares0.00%2025-12-312026-01-08

AXP AMERICAN EXPRESS CO570 shares-26.92%2025-12-312026-01-08

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INTC INTEL CORP5.7K sharesnew addition2025-12-312026-01-08

WBD WARNER BROS DISCOVERY INC7.2K sharesnew addition2025-12-312026-01-08

MTUM ISHARES TR830 shares0.73%2025-12-312026-01-08

USB US BANCORP DEL3.8K sharesnew addition2025-12-312026-01-08

VTV VANGUARD INDEX FDS1.1K sharesnew addition2025-12-312026-01-08

SCHW SCHWAB CHARLES CORP2.0K sharesnew addition2025-12-312026-01-08

MUNI PIMCO ETF TR3.8K sharesnew addition2025-12-312026-01-08

MDY SPDR S&P MIDCAP 400 ETF TR333 sharesnew addition2025-12-312026-01-08

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EAGG ISHARES TR4.2K shares0.00%2025-12-312026-01-08

TERRA INNOVATUM GLOBAL NV TERRA INNOVATUM GLOBAL NV38.7K sharesnew addition2025-12-312026-01-08

LAC LITHIUM AMERS CORP NEW34.0K sharesnew addition2025-12-312026-01-08

EMD WESTERN ASSET EMERGING MKTS13.9K shares5.23%2025-12-312026-01-08

ACP ABRDN INCOME CREDIT24.1K shares15.00%2025-12-312026-01-08

MMU WESTERN ASSET MANAGED MUNS11.9K shares8.08%2025-12-312026-01-08

NAD NUVEEN QUALITY MUNCP INCOME10.3K shares-21.07%2025-12-312026-01-08

PCT PURECYCLE TECHNOLOGIES INC12.7K sharesnew addition2025-12-312026-01-08

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LION2 LIONSGATE STUDIOS CORP11.5K sharesnew addition2025-12-312026-01-08

IGR CBRE GBL REAL ESTATE INC FD16.8K shares6.33%2025-12-312026-01-08

JQC NUVEEN CR STRATEGIES INCOME13.6K shares7.42%2025-12-312026-01-08

HIO WESTERN ASSET HIGH INCOME11.5K shares-0.72%2025-12-312026-01-08

Call Option Holdings

WMB Call CallWILLIAMS COS INC1.5K shares0.00%2025-12-312026-01-08

LNG Call CallCHENIERE ENERGY INC400 shares0.00%2025-12-312026-01-08

Put Option Holdings

NVDA Put PutNVIDIA CORPORATION800 shares0.00%2025-12-312026-01-08