The Analysis of Occidental Asset Management, LLC's Holdings


Currently, Occidental Asset Management, LLC holds 272 types of securities in its portfolio with a total value $796.7M. In the most recent quarter, they have increased their positions in EMCB (+128.7K shares, valued at $8.6M), FLOT (+95.0K shares, valued at $4.9M), ALB (+40.9K shares, valued at $3.3M); decreased their positions in HYG (-98.1K shares, valued at $8.0M), MINT (-54.9K shares, valued at $5.5M), PEP (-23.3K shares, valued at $3.3M); initiated new positions in EMCB (+128.7K shares, valued at $8.6M), ALB (+40.9K shares, valued at $3.3M), CLX (+17.2K shares, valued at $2.1M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION333.5K shares-0.44%2025-09-302025-10-29history
AAPL APPLE INC163.6K shares3.37%2025-09-302025-10-29history
FLOT ISHARES TR596.7K shares18.92%2025-09-302025-10-29history
MSFT MICROSOFT CORP56.5K shares6.91%2025-09-302025-10-29history
SPIB SPDR SERIES TRUST772.1K shares6.52%2025-09-302025-10-29history
SPSB SPDR SERIES TRUST799.0K shares1.15%2025-09-302025-10-29history
IWF ISHARES TR42.5K shares0.35%2025-09-302025-10-29history
BNDC FLEXSHARES TR806.1K shares3.42%2025-09-302025-10-29history
Sponsored
FBND FIDELITY MERRIMACK STR TR381.8K shares4.30%2025-09-302025-10-29history
META META PLATFORMS INC23.5K shares-6.02%2025-09-302025-10-29history
TLT ISHARES TR164.8K shares9.25%2025-09-302025-10-29history
IVE ISHARES TR67.5K shares-0.34%2025-09-302025-10-29history
GOOG ALPHABET INC56.4K shares0.48%2025-09-302025-10-29history
IWS ISHARES TR90.9K shares-1.76%2025-09-302025-10-29history
IWP ISHARES TR89.0K shares-1.67%2025-09-302025-10-29history
IAGG ISHARES TR212.0K shares6.27%2025-09-302025-10-29history
Sponsored
EMB ISHARES TR106.5K shares-2.46%2025-09-302025-10-29history
JPM JPMORGAN CHASE & CO.30.7K shares11.90%2025-09-302025-10-29history
HYG ISHARES TR110.5K shares-47.02%2025-09-302025-10-29history
EMCB WISDOMTREE TR128.7K sharesnew addition2025-09-302025-10-29history
XLC SELECT SECTOR SPDR TR72.2K shares-1.28%2025-09-302025-10-29history
SPYG SPDR SERIES TRUST80.0K shares1.92%2025-09-302025-10-29history
AMZN AMAZON COM INC36.4K shares3.76%2025-09-302025-10-29history
WMT WALMART INC74.1K shares0.37%2025-09-302025-10-29history
Sponsored
XLP SELECT SECTOR SPDR TR88.9K shares-0.47%2025-09-302025-10-29history
IWO ISHARES TR21.5K shares7.32%2025-09-302025-10-29history
IJS ISHARES TR61.7K shares1.46%2025-09-302025-10-29history
MS MORGAN STANLEY42.8K shares0.09%2025-09-302025-10-29history
CMI CUMMINS INC14.8K shares0.26%2025-09-302025-10-29history
V VISA INC18.1K shares1.61%2025-09-302025-10-29history
SPYV SPDR SERIES TRUST111.1K shares4.21%2025-09-302025-10-29history
HD HOME DEPOT INC15.1K shares-1.67%2025-09-302025-10-29history
Sponsored
CRM SALESFORCE INC25.7K shares80.46%2025-09-302025-10-29history
CAT CATERPILLAR INC12.8K shares1.27%2025-09-302025-10-29history
COR CENCORA INC18.8K shares1.17%2025-09-302025-10-29history
CAH CARDINAL HEALTH INC35.9K shares0.68%2025-09-302025-10-29history
NTAP NETAPP INC47.4K shares1.30%2025-09-302025-10-29history
SCCO SOUTHERN COPPER CORP45.8K shares3.12%2025-09-302025-10-29history
QCOM QUALCOMM INC32.4K shares1.78%2025-09-302025-10-29history
SPDW SPDR INDEX SHS FDS124.6K shares4.58%2025-09-302025-10-29history
Sponsored
HUBB HUBBELL INC12.2K shares1.68%2025-09-302025-10-29history
D DOMINION ENERGY INC85.8K shares1.10%2025-09-302025-10-29history
AMAT APPLIED MATLS INC25.6K shares3.26%2025-09-302025-10-29history
DELL DELL TECHNOLOGIES INC36.8K shares0.72%2025-09-302025-10-29history
EMR EMERSON ELEC CO38.5K shares0.63%2025-09-302025-10-29history
T AT&T INC176.6K shares3.67%2025-09-302025-10-29history
RS RELIANCE INC17.7K shares0.36%2025-09-302025-10-29history
BR BROADRIDGE FINL SOLUTIONS IN20.9K shares1.11%2025-09-302025-10-29history
Sponsored
DGX QUEST DIAGNOSTICS INC26.0K shares1.07%2025-09-302025-10-29history
DUK DUKE ENERGY CORP NEW40.1K shares0.30%2025-09-302025-10-29history
FNDF SCHWAB STRATEGIC TR112.1K shares-1.10%2025-09-302025-10-29history
BKR BAKER HUGHES COMPANY97.0K shares4.02%2025-09-302025-10-29history
GILD GILEAD SCIENCES INC41.1K shares1.10%2025-09-302025-10-29history
IMTM ISHARES TR92.0K shares0.32%2025-09-302025-10-29history
J JACOBS SOLUTIONS INC29.3K shares3.03%2025-09-302025-10-29history
AMGN AMGEN INC15.5K shares2.23%2025-09-302025-10-29history
Sponsored
MMC MARSH & MCLENNAN COS INC21.6K shares4.00%2025-09-302025-10-29history
ITW ILLINOIS TOOL WKS INC16.3K shares3.09%2025-09-302025-10-29history
MRK MERCK & CO INC49.9K shares3.04%2025-09-302025-10-29history
DDWM WISDOMTREE TR99.7K shares-1.51%2025-09-302025-10-29history
CB CHUBB LIMITED14.6K shares5.87%2025-09-302025-10-29history
IBM INTERNATIONAL BUSINESS MACHS12.6K shares903.50%2025-09-302025-10-29history
HSY HERSHEY CO18.2K shares8.21%2025-09-302025-10-29history
ALB ALBEMARLE CORP40.9K sharesnew addition2025-09-302025-10-29history
Sponsored
TSLA TESLA INC7.4K shares11.93%2025-09-302025-10-29history
XLK SELECT SECTOR SPDR TR11.7K shares26.91%2025-09-302025-10-29history
OKTA OKTA INC33.1K shares0.01%2025-09-302025-10-29history
GOOGL ALPHABET INC12.5K shares47.14%2025-09-302025-10-29history
BRK.A BERKSHIRE HATHAWAY INC DEL4 shares0.00%2025-09-302025-10-29history
MDYG SPDR SERIES TRUST32.3K shares4.17%2025-09-302025-10-29history
MDYV SPDR SERIES TRUST35.3K shares4.36%2025-09-302025-10-29history
DKS DICKS SPORTING GOODS INC12.6K shares6.68%2025-09-302025-10-29history
Sponsored
AGG ISHARES TR26.5K shares1.93%2025-09-302025-10-29history
SPEM SPDR INDEX SHS FDS56.5K shares3.74%2025-09-302025-10-29history
DLR DIGITAL RLTY TR INC15.2K shares7.32%2025-09-302025-10-29history
DGS WISDOMTREE TR41.4K shares-1.41%2025-09-302025-10-29history
DGRE WISDOMTREE TR82.0K shares-0.42%2025-09-302025-10-29history
VOO VANGUARD INDEX FDS3.8K shares28.27%2025-09-302025-10-29history
SDY SPDR SERIES TRUST16.2K shares0.00%2025-09-302025-10-29history
CSCO CISCO SYS INC32.6K shares13.09%2025-09-302025-10-29history
Sponsored
ABBV ABBVIE INC9.5K shares18.43%2025-09-302025-10-29history
CLX CLOROX CO DEL17.2K sharesnew addition2025-09-302025-10-29history
BRK.B BERKSHIRE HATHAWAY INC DEL4.2K shares14.26%2025-09-302025-10-29history
VUG VANGUARD INDEX FDS4.1K shares16.25%2025-09-302025-10-29history
KMB KIMBERLY-CLARK CORP15.7K sharesnew addition2025-09-302025-10-29history
ORCL ORACLE CORP6.5K shares14.54%2025-09-302025-10-29history
IEMG ISHARES INC27.9K shares17.48%2025-09-302025-10-29history
FNDE SCHWAB STRATEGIC TR49.8K shares1.57%2025-09-302025-10-29history
Sponsored
SPY SPDR S&P 500 ETF TR2.7K shares-0.41%2025-09-302025-10-29history
IEFA ISHARES TR19.8K shares20.75%2025-09-302025-10-29history
XOM EXXON MOBIL CORP13.9K shares7.60%2025-09-302025-10-29history
LLY ELI LILLY & CO2.0K shares3.31%2025-09-302025-10-29history
APP APPLOVIN CORP2.0K shares7.15%2025-09-302025-10-29history
DGRO ISHARES TR21.0K shares0.00%2025-09-302025-10-29history
NFLX NETFLIX INC1.1K shares3.60%2025-09-302025-10-29history
DVY ISHARES TR9.4K shares0.00%2025-09-302025-10-29history
Sponsored
IWR ISHARES TR13.0K shares0.97%2025-09-302025-10-29history
XLV SELECT SECTOR SPDR TR8.0K shares21.14%2025-09-302025-10-29history
SLYV SPDR SERIES TRUST12.4K shares1.37%2025-09-302025-10-29history
SLYG SPDR SERIES TRUST11.6K shares2.90%2025-09-302025-10-29history
AVGO BROADCOM INC3.3K shares16.78%2025-09-302025-10-29history
MU MICRON TECHNOLOGY INC6.4K shares0.09%2025-09-302025-10-29history
CWB SPDR SERIES TRUST11.7K shares0.00%2025-09-302025-10-29history
BRO BROWN & BROWN INC11.1K shares17.55%2025-09-302025-10-29history
Sponsored
XLF SELECT SECTOR SPDR TR19.2K shares22.20%2025-09-302025-10-29history
VIG VANGUARD SPECIALIZED FUNDS4.7K shares-1.27%2025-09-302025-10-29history
ED CONSOLIDATED EDISON INC9.8K shares-0.38%2025-09-302025-10-29history
PM PHILIP MORRIS INTL INC6.1K shares-0.36%2025-09-302025-10-29history
MA MASTERCARD INCORPORATED1.7K shares4.34%2025-09-302025-10-29history
CVX CHEVRON CORP NEW6.2K shares18.60%2025-09-302025-10-29history
JNJ JOHNSON & JOHNSON5.2K shares29.36%2025-09-302025-10-29history
IYW ISHARES TR4.9K shares1.17%2025-09-302025-10-29history
Sponsored
IJH ISHARES TR14.4K shares1.19%2025-09-302025-10-29history
CSD INVESCO EXCHANGE TRADED FD T10.0K shares0.00%2025-09-302025-10-29history
FSMB FIRST TR EXCH TRADED FD III45.5K shares0.00%2025-09-302025-10-29history
AJG GALLAGHER ARTHUR J & CO2.9K shares-0.24%2025-09-302025-10-29history
IUSV ISHARES TR8.7K shares0.27%2025-09-302025-10-29history
SYK STRYKER CORPORATION2.3K shares179.64%2025-09-302025-10-29history
PG PROCTER AND GAMBLE CO5.6K shares26.16%2025-09-302025-10-29history
ABT ABBOTT LABS6.3K shares60.52%2025-09-302025-10-29history
Sponsored
CHD CHURCH & DWIGHT CO INC9.5K shares-2.42%2025-09-302025-10-29history
IWM ISHARES TR3.4K shares0.12%2025-09-302025-10-29history
IWD ISHARES TR4.0K shares0.00%2025-09-302025-10-29history
QQQ INVESCO QQQ TR1.3K shares8.46%2025-09-302025-10-29history
MNST MONSTER BEVERAGE CORP NEW11.6K shares12.16%2025-09-302025-10-29history
COST COSTCO WHSL CORP NEW830 shares19.77%2025-09-302025-10-29history
XLY SELECT SECTOR SPDR TR3.2K shares-10.99%2025-09-302025-10-29history
USHY ISHARES TR20.0K shares-12.94%2025-09-302025-10-29history
Sponsored
GBIL GOLDMAN SACHS ETF TR7.3K shares0.00%2025-09-302025-10-29history
KO COCA COLA CO10.9K shares20.88%2025-09-302025-10-29history
VIGI VANGUARD WHITEHALL FDS7.9K shares57.36%2025-09-302025-10-29history
VWO VANGUARD INTL EQUITY INDEX F13.1K shares36.21%2025-09-302025-10-29history
GLD SPDR GOLD TR2.0K shares44.55%2025-09-302025-10-29history
FTNT FORTINET INC8.4K shares29.00%2025-09-302025-10-29history
BNDX VANGUARD CHARLOTTE FDS13.7K shares-28.48%2025-09-302025-10-29history
FMB FIRST TR EXCH TRADED FD III13.2K shares7.29%2025-09-302025-10-29history
Sponsored
MO ALTRIA GROUP INC9.9K shares5.04%2025-09-302025-10-29history
MPC MARATHON PETE CORP3.3K shares4.04%2025-09-302025-10-29history
AMD ADVANCED MICRO DEVICES INC3.8K shares12.12%2025-09-302025-10-29history
VZ VERIZON COMMUNICATIONS INC14.0K shares-53.01%2025-09-302025-10-29history
VEU VANGUARD INTL EQUITY INDEX F8.5K shares71.17%2025-09-302025-10-29history
XLI SELECT SECTOR SPDR TR3.9K shares9.08%2025-09-302025-10-29history
PEP PEPSICO INC4.3K shares-84.44%2025-09-302025-10-29history
ISRG INTUITIVE SURGICAL INC1.3K shares8.68%2025-09-302025-10-29history
Sponsored
ANET ARISTA NETWORKS INC3.9K shares-2.53%2025-09-302025-10-29history
HALO HALOZYME THERAPEUTICS INC7.7K shares-0.04%2025-09-302025-10-29history
VCIT VANGUARD SCOTTSDALE FDS6.7K shares-42.54%2025-09-302025-10-29history
F FORD MTR CO47.2K shares0.09%2025-09-302025-10-29history
VTEB VANGUARD MUN BD FDS11.2K shares0.00%2025-09-302025-10-29history
MSI MOTOROLA SOLUTIONS INC1.2K shares0.08%2025-09-302025-10-29history
TJX TJX COS INC NEW3.8K shares6.09%2025-09-302025-10-29history
SHYD VANECK ETF TRUST23.7K shares1.50%2025-09-302025-10-29history
Sponsored
HWM HOWMET AEROSPACE INC2.8K shares-1.64%2025-09-302025-10-29history
RTX RTX CORPORATION3.1K shares95.47%2025-09-302025-10-29history
MINT PIMCO ETF TR5.2K shares-91.30%2025-09-302025-10-29history
WFC WELLS FARGO CO NEW6.2K shares-13.19%2025-09-302025-10-29history
BAC BANK AMERICA CORP10.1K shares-8.44%2025-09-302025-10-29history
MELI MERCADOLIBRE INC218 shares10.10%2025-09-302025-10-29history
NTNX NUTANIX INC6.8K shares19.31%2025-09-302025-10-29history
COP CONOCOPHILLIPS5.3K shares0.13%2025-09-302025-10-29history
Sponsored
PYPL PAYPAL HLDGS INC7.1K shares0.07%2025-09-302025-10-29history
SHOP SHOPIFY INC3.2K shares0.44%2025-09-302025-10-29history
ABNB AIRBNB INC3.9K shares6.00%2025-09-302025-10-29history
CDNS CADENCE DESIGN SYSTEM INC1.3K shares2.32%2025-09-302025-10-29history
XLU SELECT SECTOR SPDR TR5.3K shares31.51%2025-09-302025-10-29history
NEM NEWMONT CORP5.5K shares9.88%2025-09-302025-10-29history
CHWY CHEWY INC11.4K shares18.43%2025-09-302025-10-29history
PANW PALO ALTO NETWORKS INC2.2K shares12.47%2025-09-302025-10-29history
Sponsored
SHY ISHARES TR5.5K shares-22.29%2025-09-302025-10-29history
HIMS HIMS & HERS HEALTH INC8.0K shares30.48%2025-09-302025-10-29history
RMD RESMED INC1.6K shares5.10%2025-09-302025-10-29history
FUMB FIRST TR EXCH TRADED FD III22.3K shares7.49%2025-09-302025-10-29history
EXEL EXELIXIS INC10.7K shares24.89%2025-09-302025-10-29history
IT GARTNER INC1.7K shares40.39%2025-09-302025-10-29history
VEA VANGUARD TAX-MANAGED FDS7.2K shares0.43%2025-09-302025-10-29history
MCD MCDONALDS CORP1.4K shares-25.55%2025-09-302025-10-29history
Sponsored
BIL SPDR SERIES TRUST4.6K shares55.45%2025-09-302025-10-29history
TGTX TG THERAPEUTICS INC11.6K shares-0.01%2025-09-302025-10-29history
CVLT COMMVAULT SYS INC2.2K shares8.51%2025-09-302025-10-29history
BX BLACKSTONE INC2.4K shares0.62%2025-09-302025-10-29history
VNQ VANGUARD INDEX FDS4.4K shares0.00%2025-09-302025-10-29history
BMY BRISTOL-MYERS SQUIBB CO8.4K shares0.35%2025-09-302025-10-29history
SRE SEMPRA4.1K shares1.78%2025-09-302025-10-29history
KLAC KLA CORP343 shares8.20%2025-09-302025-10-29history
Sponsored
SUSC ISHARES TR15.6K shares3.15%2025-09-302025-10-29history
LMT LOCKHEED MARTIN CORP728 shares-7.96%2025-09-302025-10-29history
PLTR PALANTIR TECHNOLOGIES INC2.0K shares2.77%2025-09-302025-10-29history
NVS NOVARTIS AG2.8K shares1.06%2025-09-302025-10-29history
PHAT PHATHOM PHARMACEUTICALS INC29.7K shares0.00%2025-09-302025-10-29history
APH AMPHENOL CORP NEW2.8K shares0.69%2025-09-302025-10-29history
CTAS CINTAS CORP1.7K shares7.76%2025-09-302025-10-29history
XLE SELECT SECTOR SPDR TR3.8K shares36.85%2025-09-302025-10-29history
Sponsored
VTI VANGUARD INDEX FDS1.0K shares0.99%2025-09-302025-10-29history
ORLY OREILLY AUTOMOTIVE INC3.1K shares9.86%2025-09-302025-10-29history
QLYS QUALYS INC2.5K shares10.86%2025-09-302025-10-29history
DEO DIAGEO PLC3.5K shares-3.46%2025-09-302025-10-29history
NOC NORTHROP GRUMMAN CORP533 sharesnew addition2025-09-302025-10-29history
EFA ISHARES TR3.4K shares8.49%2025-09-302025-10-29history
BOX BOX INC9.7K shares14.88%2025-09-302025-10-29history
GE GE AEROSPACE1.0K shares-2.26%2025-09-302025-10-29history
Sponsored
ITOT ISHARES TR2.1K shares0.00%2025-09-302025-10-29history
SFLR INNOVATOR ETFS TRUST8.5K shares0.00%2025-09-302025-10-29history
VLO VALERO ENERGY CORP1.8K shares0.17%2025-09-302025-10-29history
DIS DISNEY WALT CO2.6K shares-7.83%2025-09-302025-10-29history
GDDY GODADDY INC2.2K shares17.70%2025-09-302025-10-29history
CART MAPLEBEAR INC8.0K shares13.82%2025-09-302025-10-29history
WMB WILLIAMS COS INC4.6K shares0.39%2025-09-302025-10-29history
OKE ONEOK INC NEW4.0K shares0.28%2025-09-302025-10-29history
Sponsored
PFE PFIZER INC11.2K sharesnew addition2025-09-302025-10-29history
FOUR SHIFT4 PMTS INC3.7K shares9.85%2025-09-302025-10-29history
IGRO ISHARES TR3.5K shares-15.06%2025-09-302025-10-29history
YUM YUM BRANDS INC1.8K shares-29.78%2025-09-302025-10-29history
MCK MCKESSON CORP360 shares13.56%2025-09-302025-10-29history
BKNG BOOKING HOLDINGS INC51 shares13.33%2025-09-302025-10-29history
SPGI S&P GLOBAL INC559 shares0.54%2025-09-302025-10-29history
UVE UNIVERSAL INS HLDGS INC10.3K shares0.17%2025-09-302025-10-29history
Sponsored
IBHF ISHARES TR11.5K shares0.00%2025-09-302025-10-29history
PH PARKER-HANNIFIN CORP356 shares0.56%2025-09-302025-10-29history
ADBE ADOBE INC765 shares15.56%2025-09-302025-10-29history
LULU LULULEMON ATHLETICA INC1.5K shares30.70%2025-09-302025-10-29history
IBHI ISHARES TR11.2K shares6.58%2025-09-302025-10-29history
CF CF INDS HLDGS INC2.9K shares0.00%2025-09-302025-10-29history
BLK BLACKROCK INC225 shares8.17%2025-09-302025-10-29history
RCL ROYAL CARIBBEAN GROUP811 shares26.32%2025-09-302025-10-29history
Sponsored
XEL XCEL ENERGY INC3.2K shares0.22%2025-09-302025-10-29history
ROST ROSS STORES INC1.7K shares0.06%2025-09-302025-10-29history
AXP AMERICAN EXPRESS CO780 sharesnew addition2025-09-302025-10-29history
AEM AGNICO EAGLE MINES LTD1.5K sharesnew addition2025-09-302025-10-29history
TBIL RBB FD INC5.0K shares0.00%2025-09-302025-10-29history
NULG NUSHARES ETF TR2.5K shares0.24%2025-09-302025-10-29history
HYGV FLEXSHARES TR6.0K shares0.00%2025-09-302025-10-29history
CI THE CIGNA GROUP855 shares9.62%2025-09-302025-10-29history
Sponsored
BK BANK NEW YORK MELLON CORP2.3K shares-17.13%2025-09-302025-10-29history
AOD ABRDN TOTAL DYNAMIC DIVIDEND26.0K shares-5.13%2025-09-302025-10-29history
SCHB SCHWAB STRATEGIC TR9.5K sharesnew addition2025-09-302025-10-29history
VONG VANGUARD SCOTTSDALE FDS2.0K shares0.00%2025-09-302025-10-29history
UMAR INNOVATOR ETFS TRUST6.2K shares0.00%2025-09-302025-10-29history
PFF ISHARES TR7.7K sharesnew addition2025-09-302025-10-29history
GS GOLDMAN SACHS GROUP INC303 sharesnew addition2025-09-302025-10-29history
FICO FAIR ISAAC CORP161 shares8.78%2025-09-302025-10-29history
Sponsored
AZN ASTRAZENECA PLC3.1K shares-0.23%2025-09-302025-10-29history
PSTP INNOVATOR ETFS TRUST6.8K shares0.00%2025-09-302025-10-29history
ARES ARES MANAGEMENT CORPORATION1.5K shares0.00%2025-09-302025-10-29history
INCY INCYTE CORP2.7K sharesnew addition2025-09-302025-10-29history
LNG CHENIERE ENERGY INC969 shares13.87%2025-09-302025-10-29history
UNH UNITEDHEALTH GROUP INC652 sharesnew addition2025-09-302025-10-29history
CMG CHIPOTLE MEXICAN GRILL INC5.7K shares-20.92%2025-09-302025-10-29history
BN BROOKFIELD CORP3.3K shares0.00%2025-09-302025-10-29history
Sponsored
NULV NUSHARES ETF TR5.0K shares0.00%2025-09-302025-10-29history
NFJ VIRTUS DIVIDEND INTEREST & P16.9K shares-0.15%2025-09-302025-10-29history
CEF SPROTT ASSET MANAGEMENT LP6.0K sharesnew addition2025-09-302025-10-29history
VOOG VANGUARD ADMIRAL FDS INC501 sharesnew addition2025-09-302025-10-29history
TDG TRANSDIGM GROUP INC164 shares-2.96%2025-09-302025-10-29history
DDTL INNOVATOR ETFS TRUST10.4K sharesnew addition2025-09-302025-10-29history
MAR MARRIOTT INTL INC NEW819 shares0.74%2025-09-302025-10-29history
MTUM ISHARES TR824 sharesnew addition2025-09-302025-10-29history
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HYD VANECK ETF TRUST4.1K shares-32.81%2025-09-302025-10-29history
VRSK VERISK ANALYTICS INC825 shares19.74%2025-09-302025-10-29history
AEP AMERICAN ELEC PWR CO INC1.8K sharesnew addition2025-09-302025-10-29history
VONV VANGUARD SCOTTSDALE FDS2.3K sharesnew addition2025-09-302025-10-29history
EOG EOG RES INC1.8K shares8.35%2025-09-302025-10-29history
RSPH INVESCO EXCHANGE TRADED FD T6.9K shares0.00%2025-09-302025-10-29history
MUB ISHARES TR1.9K sharesnew addition2025-09-302025-10-29history
EAGG ISHARES TR4.2K sharesnew addition2025-09-302025-10-29history
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NVR NVR INC25 sharesnew addition2025-09-302025-10-29history
NAD NUVEEN QUALITY MUNCP INCOME13.0K shares-10.33%2025-09-302025-10-29history
EMD WESTERN ASSET EMERGING MKTS13.2K shares0.00%2025-09-302025-10-29history
ACP ABRDN INCOME CREDIT STRATEGI20.9K shares10.51%2025-09-302025-10-29history
MMU WESTERN ASSET MANAGED MUNS F11.1K shares0.00%2025-09-302025-10-29history
IGR CBRE GBL REAL ESTATE INC FD15.8K shares-0.45%2025-09-302025-10-29history
JQC NUVEEN CR STRATEGIES INCOME12.7K shares-5.94%2025-09-302025-10-29history
HIO WESTERN ASSET HIGH INCOME OP11.6K shares-37.58%2025-09-302025-10-29history
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Call Option Holdings
WMB Call CallWILLIAMS COS INC1.5K shares0.00%2025-09-302025-10-29history
LNG Call CallCHENIERE ENERGY INC400 shares0.00%2025-09-302025-10-29history

Put Option Holdings
NVDA Put PutNVIDIA CORPORATION800 shares-52.94%2025-09-302025-10-29history