The Analysis of OLIVER LAGORE VANVALIN INVESTMENT GROUP's Holdings


Currently, OLIVER LAGORE VANVALIN INVESTMENT GROUP holds 656 types of securities in its portfolio with a total value $254.8M. In the most recent quarter, they have increased their positions in TLT (+170.5K shares, valued at $15.5M), QQQ (+16.4K shares, valued at $7.7M), ONEQ (+21.1K shares, valued at $1.4M); decreased their positions in SPY (-183.3K shares, valued at $102.6M), DIA (-23.3K shares, valued at $9.7M), EDV (-109.2K shares, valued at $7.8M); initiated new positions in SKY (+6.5K shares, valued at $612.5K), QTUM (+7.8K shares, valued at $577.6K), BABA (+3.5K shares, valued at $458.0K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
TLT ISHARES TR173.3K shares5997.68%2025-06-302025-07-10history
IEF ISHARES TR155.3K shares-6.50%2025-06-302025-07-10history
BIL SPDR SER TR134.8K shares-18.38%2025-06-302025-07-10history
QQQ INVESCO QQQ TR24.4K shares207.03%2025-06-302025-07-10history
SPYM SPDR SER TR146.1K shares-1.35%2025-06-302025-07-10history
QQQM INVESCO EXCH TRADED FD TR II45.6K shares-0.89%2025-06-302025-07-10history
JPST J P MORGAN EXCHANGE TRADED F119.6K shares1.06%2025-06-302025-07-10history
ONEQ FIDELITY COMWLTH TR87.4K shares31.72%2025-06-302025-07-10history
Sponsored
XLV SELECT SECTOR SPDR TR38.3K shares6.33%2025-06-302025-07-10history
AAAU GOLDMAN SACHS PHYSICAL GOLD172.5K shares-31.07%2025-06-302025-07-10history
AMZN AMAZON COM INC25.2K shares-3.89%2025-06-302025-07-10history
RSP INVESCO EXCHANGE TRADED FD T25.0K shares11.46%2025-06-302025-07-10history
MSFT MICROSOFT CORP10.8K shares1.28%2025-06-302025-07-10history
IBIT ISHARES BITCOIN TRUST ETF81.5K shares-61.74%2025-06-302025-07-10history
PG PROCTER AND GAMBLE CO21.0K shares9.48%2025-06-302025-07-10history
GSST GOLDMAN SACHS ETF TR69.6K shares-43.61%2025-06-302025-07-10history
Sponsored
AAPL APPLE INC15.8K shares-33.54%2025-06-302025-07-10history
BALT INNOVATOR ETFS TRUST109.2K shares9.13%2025-06-302025-07-10history
PGHY INVESCO EXCH TRADED FD TR II165.5K shares0.98%2025-06-302025-07-10history
META META PLATFORMS INC5.3K shares-13.05%2025-06-302025-07-10history
JQUA J P MORGAN EXCHANGE TRADED F50.8K shares9.34%2025-06-302025-07-10history
CSL CARLISLE COS INC8.1K shares5.84%2025-06-302025-07-10history
KDEC INNOVATOR ETFS TRUST119.6K shares43.94%2025-06-302025-07-10history
ASML ASML HOLDING N V4.1K shares-4.26%2025-06-302025-07-10history
Sponsored
NVDA NVIDIA CORPORATION24.5K shares9.46%2025-06-302025-07-10history
GOOGL ALPHABET INC15.4K shares-25.38%2025-06-302025-07-10history
MELI MERCADOLIBRE INC1.2K shares-9.61%2025-06-302025-07-10history
AXP AMERICAN EXPRESS CO8.2K shares0.00%2025-06-302025-07-10history
FI FISERV INC9.9K shares-14.50%2025-06-302025-07-10history
AVGO BROADCOM INC12.9K shares29.09%2025-06-302025-07-10history
COST COSTCO WHSL CORP NEW2.1K shares31.54%2025-06-302025-07-10history
ORCL ORACLE CORP13.4K shares36.76%2025-06-302025-07-10history
Sponsored
WCN WASTE CONNECTIONS INC9.6K shares55.66%2025-06-302025-07-10history
JPM JPMORGAN CHASE & CO.7.5K shares49.07%2025-06-302025-07-10history
CRWD CROWDSTRIKE HLDGS INC5.0K shares8.47%2025-06-302025-07-10history
TYL TYLER TECHNOLOGIES INC3.0K shares16.99%2025-06-302025-07-10history
PANW PALO ALTO NETWORKS INC10.1K shares11.15%2025-06-302025-07-10history
BRK.B BERKSHIRE HATHAWAY INC DEL3.1K shares-29.91%2025-06-302025-07-10history
PCY INVESCO EXCH TRADED FD TR II80.9K shares1.35%2025-06-302025-07-10history
LLY ELI LILLY & CO2.0K shares25.32%2025-06-302025-07-10history
Sponsored
CVX CHEVRON CORP NEW9.0K shares-28.11%2025-06-302025-07-10history
TTE TOTALENERGIES SE23.3K shares-52.73%2025-06-302025-07-10history
NEE NEXTERA ENERGY INC20.4K shares-13.20%2025-06-302025-07-10history
ADBE ADOBE INC3.7K shares-25.75%2025-06-302025-07-10history
CEG CONSTELLATION ENERGY CORP7.0K shares-14.97%2025-06-302025-07-10history
IUSB ISHARES TR30.3K shares-5.13%2025-06-302025-07-10history
AMD ADVANCED MICRO DEVICES INC13.4K shares-25.78%2025-06-302025-07-10history
MA MASTERCARD INCORPORATED2.5K shares-16.75%2025-06-302025-07-10history
Sponsored
ODFL OLD DOMINION FREIGHT LINE IN7.8K shares9622.50%2025-06-302025-07-10history
IVV ISHARES TR2.2K shares-18.87%2025-06-302025-07-10history
IJH ISHARES TR20.5K shares11.77%2025-06-302025-07-10history
DTE DTE ENERGY CO8.6K shares3.57%2025-06-302025-07-10history
SMH VANECK ETF TRUST5.6K shares13.52%2025-06-302025-07-10history
DE DEERE & CO2.4K shares-35.81%2025-06-302025-07-10history
ISRG INTUITIVE SURGICAL INC2.3K shares250.84%2025-06-302025-07-10history
CNM CORE & MAIN INC23.1K shares33.22%2025-06-302025-07-10history
Sponsored
DT DYNATRACE INC23.7K shares0.00%2025-06-302025-07-10history
NLR VANECK ETF TRUST14.7K shares28.91%2025-06-302025-07-10history
INTU INTUIT1.7K shares-12.73%2025-06-302025-07-10history
PEP PEPSICO INC6.9K shares-20.62%2025-06-302025-07-10history
IDXX IDEXX LABS INC2.5K shares-33.18%2025-06-302025-07-10history
DHR DANAHER CORPORATION4.9K shares-14.24%2025-06-302025-07-10history
NVO NOVO-NORDISK A S14.1K shares-42.40%2025-06-302025-07-10history
LRCX LAM RESEARCH CORP13.3K shares-14.21%2025-06-302025-07-10history
Sponsored
MPC MARATHON PETE CORP6.6K shares1129.53%2025-06-302025-07-10history
XLE SELECT SECTOR SPDR TR10.0K shares-86.64%2025-06-302025-07-10history
HRTS TEMA ETF TRUST30.8K shares-44.75%2025-06-302025-07-10history
SPY SPDR S&P 500 ETF TR1.6K shares-99.14%2025-06-302025-07-10history
A AGILENT TECHNOLOGIES INC7.4K shares-40.80%2025-06-302025-07-10history
AZN ASTRAZENECA PLC11.0K shares-32.77%2025-06-302025-07-10history
TSM TAIWAN SEMICONDUCTOR MFG LTD4.9K shares7.20%2025-06-302025-07-10history
VLTO VERALTO CORP8.3K shares-34.87%2025-06-302025-07-10history
Sponsored
TER TERADYNE INC9.6K shares786.14%2025-06-302025-07-10history
AJAN INNOVATOR ETFS TRUST29.7K shares79.47%2025-06-302025-07-10history
NOC NORTHROP GRUMMAN CORP1.5K shares0.00%2025-06-302025-07-10history
SYK STRYKER CORPORATION2.0K shares-0.50%2025-06-302025-07-10history
FTNT FORTINET INC7.4K shares516.83%2025-06-302025-07-10history
MU MICRON TECHNOLOGY INC8.1K shares7801.96%2025-06-302025-07-10history
PECO PHILLIPS EDISON & CO INC18.8K shares-39.24%2025-06-302025-07-10history
UHAL U HAUL HOLDING COMPANY10.3K shares-23.44%2025-06-302025-07-10history
Sponsored
SPRX LISTED FD TR33.7K shares4.95%2025-06-302025-07-10history
AEM AGNICO EAGLE MINES LTD6.1K shares-65.26%2025-06-302025-07-10history
TSLA TESLA INC2.5K shares1.87%2025-06-302025-07-10history
SHW SHERWIN WILLIAMS CO1.8K shares0.22%2025-06-302025-07-10history
SKY CHAMPION HOMES INC6.5K sharesnew addition2025-06-302025-07-10history
TXN TEXAS INSTRS INC3.4K shares-30.06%2025-06-302025-07-10history
QUAL ISHARES TR3.5K shares13.41%2025-06-302025-07-10history
XOM EXXON MOBIL CORP5.0K shares9.68%2025-06-302025-07-10history
Sponsored
QTUM ETF SER SOLUTIONS7.8K sharesnew addition2025-06-302025-07-10history
IVW ISHARES TR6.1K shares-1.38%2025-06-302025-07-10history
ABBV ABBVIE INC2.5K shares1569.39%2025-06-302025-07-10history
V VISA INC1.5K shares-4.25%2025-06-302025-07-10history
DYNF BLACKROCK ETF TRUST10.4K shares-1.42%2025-06-302025-07-10history
VST VISTRA CORP4.2K shares2855.24%2025-06-302025-07-10history
MCD MCDONALDS CORP1.5K shares0.00%2025-06-302025-07-10history
SO SOUTHERN CO5.0K shares-0.18%2025-06-302025-07-10history
Sponsored
BABA ALIBABA GROUP HLDG LTD3.5K sharesnew addition2025-06-302025-07-10history
RACE FERRARI N V1.1K shares-26.29%2025-06-302025-07-10history
IVE ISHARES TR2.3K shares39.32%2025-06-302025-07-10history
FICO FAIR ISAAC CORP226 sharesnew addition2025-06-302025-07-10history
EFV ISHARES TR7.1K shares-25.11%2025-06-302025-07-10history
WMT WALMART INC4.6K shares0.33%2025-06-302025-07-10history
PJAN INNOVATOR ETFS TRUST9.5K shares76.94%2025-06-302025-07-10history
NFLX NETFLIX INC417 shares8.59%2025-06-302025-07-10history
Sponsored
GLD SPDR GOLD TR1.3K shares-5.57%2025-06-302025-07-10history
IWY ISHARES TR1.8K shares0.00%2025-06-302025-07-10history
ETN EATON CORP PLC1.3K shares1476.83%2025-06-302025-07-10history
DTM DT MIDSTREAM INC3.6K shares5.72%2025-06-302025-07-10history
MBB ISHARES TR3.6K shares-18.59%2025-06-302025-07-10history
VLO VALERO ENERGY CORP2.4K shares0.00%2025-06-302025-07-10history
SGOV ISHARES TR3.1K shares-5.77%2025-06-302025-07-10history
CMS CMS ENERGY CORP3.7K shares0.00%2025-06-302025-07-10history
Sponsored
RTX RTX CORPORATION2.1K shares0.00%2025-06-302025-07-10history
SNPS SYNOPSYS INC630 shares12500.00%2025-06-302025-07-10history
ZALT INNOVATOR ETFS TRUST9.0K shares77.53%2025-06-302025-07-10history
EFG ISHARES TR2.7K shares-47.04%2025-06-302025-07-10history
BJAN INNOVATOR ETFS TRUST5.6K shares76.44%2025-06-302025-07-10history
NJAN INNOVATOR ETFS TRUST5.6K shares73.85%2025-06-302025-07-10history
BINC BLACKROCK ETF TRUST II4.8K shares-2.78%2025-06-302025-07-10history
GBTC GRAYSCALE BITCOIN TRUST ETF3.8K shares-42.83%2025-06-302025-07-10history
Sponsored
MRK MERCK & CO INC2.8K shares-2.27%2025-06-302025-07-10history
HD HOME DEPOT INC670 shares-6.94%2025-06-302025-07-10history
TLH ISHARES TR2.3K shares1772.00%2025-06-302025-07-10history
PGR PROGRESSIVE CORP827 shares-12.67%2025-06-302025-07-10history
CSCO CISCO SYS INC3.8K shares-0.97%2025-06-302025-07-10history
LKQ LKQ CORP5.1K shares23.48%2025-06-302025-07-10history
CRH CRH PLC2.4K shares22.85%2025-06-302025-07-10history
FAF FIRST AMERN FINL CORP3.2K sharesnew addition2025-06-302025-07-10history
Sponsored
CLH CLEAN HARBORS INC1.0K shares20.42%2025-06-302025-07-10history
IEMG ISHARES INC3.7K shares50.58%2025-06-302025-07-10history
F FORD MTR CO19.1K shares-1.38%2025-06-302025-07-10history
EMXC ISHARES INC3.4K shares-16.33%2025-06-302025-07-10history
NOW SERVICENOW INC238 shares-11.52%2025-06-302025-07-10history
HEI HEICO CORP NEW700 shares0.00%2025-06-302025-07-10history
AZO AUTOZONE INC49 shares53.13%2025-06-302025-07-10history
NFJ VIRTUS DIVIDEND INTEREST & P15.3K shares0.00%2025-06-302025-07-10history
Sponsored
IYW ISHARES TR1.3K shares-1.13%2025-06-302025-07-10history
SGI SOMNIGROUP INTERNATIONAL INC3.1K shares55.87%2025-06-302025-07-10history
ETY EATON VANCE TAX-MANAGED DIVE12.8K shares-3.37%2025-06-302025-07-10history
RBA RB GLOBAL INC1.8K shares1.35%2025-06-302025-07-10history
PM PHILIP MORRIS INTL INC1.1K shares0.00%2025-06-302025-07-10history
KEX KIRBY CORP1.8K shares48.36%2025-06-302025-07-10history
XLK SELECT SECTOR SPDR TR857 shares-7.35%2025-06-302025-07-10history
NKE NIKE INC2.7K shares0.04%2025-06-302025-07-10history
Sponsored
SSO PROSHARES TR2.0K shares19.12%2025-06-302025-07-10history
PNFP PINNACLE FINL PARTNERS INC1.6K shares39.93%2025-06-302025-07-10history
JNJ JOHNSON & JOHNSON986 shares-1.30%2025-06-302025-07-10history
IAU ISHARES GOLD TR2.7K shares87.99%2025-06-302025-07-10history
USA LIBERTY ALL STAR EQUITY FD24.0K shares1.06%2025-06-302025-07-10history
ES EVERSOURCE ENERGY2.5K shares0.00%2025-06-302025-07-10history
QLD PROSHARES TR1.7K shares23.63%2025-06-302025-07-10history
OXY OCCIDENTAL PETE CORP3.1K shares25.23%2025-06-302025-07-10history
Sponsored
EMR EMERSON ELEC CO1.4K shares0.00%2025-06-302025-07-10history
MAS MASCO CORP2.1K shares22.27%2025-06-302025-07-10history
SLV ISHARES SILVER TR4.7K shares-5.10%2025-06-302025-07-10history
QCOM QUALCOMM INC932 shares8.88%2025-06-302025-07-10history
MTUM ISHARES TR700 shares0.57%2025-06-302025-07-10history
TGT TARGET CORP1.4K shares0.00%2025-06-302025-07-10history
GPK GRAPHIC PACKAGING HLDG CO5.4K shares19.88%2025-06-302025-07-10history
INTC INTEL CORP6.1K shares0.00%2025-06-302025-07-10history
Sponsored
OEF ISHARES TR503 shares2694.44%2025-06-302025-07-10history
AMGN AMGEN INC432 shares0.00%2025-06-302025-07-10history
CIEN CIENA CORP2.2K shares37.43%2025-06-302025-07-10history
KO COCA COLA CO1.9K shares0.00%2025-06-302025-07-10history
LIN LINDE PLC282 shares43.15%2025-06-302025-07-10history
IWX ISHARES TR1.6K shares12.00%2025-06-302025-07-10history
BERY BERRY GLOBAL GROUP INC1.9K shares21.70%2025-06-302025-07-10history
T AT&T INC4.5K shares-2.17%2025-06-302025-07-10history
Sponsored
SOXX ISHARES TR677 shares-2.73%2025-06-302025-07-10history
BXMX NUVEEN S&P 500 BUY-WRITE INC9.6K shares0.00%2025-06-302025-07-10history
FANG DIAMONDBACK ENERGY INC784 shares23.85%2025-06-302025-07-10history
GOOG ALPHABET INC801 shares-7.72%2025-06-302025-07-10history
CMI CUMMINS INC397 shares0.00%2025-06-302025-07-10history
UTG REAVES UTIL INCOME FD3.8K shares0.00%2025-06-302025-07-10history
VZ VERIZON COMMUNICATIONS INC2.6K shares0.00%2025-06-302025-07-10history
LOW LOWES COS INC493 shares2.07%2025-06-302025-07-10history
Sponsored
APP APPLOVIN CORP421 shares40.80%2025-06-302025-07-10history
PLD PROLOGIS INC.990 shares0.00%2025-06-302025-07-10history
EW EDWARDS LIFESCIENCES CORP1.5K shares0.00%2025-06-302025-07-10history
ED CONSOLIDATED EDISON INC919 shares0.00%2025-06-302025-07-10history
HII HUNTINGTON INGALLS INDS INC492 shares0.00%2025-06-302025-07-10history
LCTU BLACKROCK ETF TRUST1.6K shares-1.09%2025-06-302025-07-10history
PWR QUANTA SVCS INC385 shares78.24%2025-06-302025-07-10history
GE GE AEROSPACE484 shares0.00%2025-06-302025-07-10history
Sponsored
HYT BLACKROCK CORPOR HI YLD FD I10.0K shares0.00%2025-06-302025-07-10history
DIS DISNEY WALT CO961 shares-2.34%2025-06-302025-07-10history
ARCC ARES CAPITAL CORP4.3K shares0.00%2025-06-302025-07-10history
ET ENERGY TRANSFER L P5.0K shares-37.36%2025-06-302025-07-10history
MMT MFS MULTIMARKET INCOME TR19.8K shares0.00%2025-06-302025-07-10history
APPF APPFOLIO INC409 sharesnew addition2025-06-302025-07-10history
GFL GFL ENVIRONMENTAL INC1.9K shares-11.88%2025-06-302025-07-10history
MO ALTRIA GROUP INC1.5K shares0.00%2025-06-302025-07-10history
Sponsored
TPLC TIMOTHY PLAN2.1K shares-27.88%2025-06-302025-07-10history
BIBL NORTHERN LTS FD TR IV2.3K shares-37.03%2025-06-302025-07-10history
TRV TRAVELERS COMPANIES INC321 shares0.00%2025-06-302025-07-10history
LHX L3HARRIS TECHNOLOGIES INC397 shares0.00%2025-06-302025-07-10history
EMB ISHARES TR916 shares34.90%2025-06-302025-07-10history
ETJ EATON VANCE RISK-MANAGED DIV9.7K shares0.00%2025-06-302025-07-10history
USXF ISHARES TR1.7K shares2.14%2025-06-302025-07-10history
MUB ISHARES TR760 shares-3.80%2025-06-302025-07-10history
Sponsored
MBWM MERCANTILE BK CORP1.8K shares0.00%2025-06-302025-07-10history
VMBS VANGUARD SCOTTSDALE FDS1.7K shares-17.82%2025-06-302025-07-10history
SCI SERVICE CORP INTL994 shares0.00%2025-06-302025-07-10history
FCX FREEPORT-MCMORAN INC2.1K shares0.00%2025-06-302025-07-10history
USIG ISHARES TR1.5K shares-16.94%2025-06-302025-07-10history
SH PROSHARES TR1.7K sharesnew addition2025-06-302025-07-10history
CFR CULLEN FROST BANKERS INC597 shares0.00%2025-06-302025-07-10history
BAC BANK AMERICA CORP1.8K shares-5.74%2025-06-302025-07-10history
Sponsored
SE SEA LTD555 shares203.28%2025-06-302025-07-10history
HEFA ISHARES TR2.0K shares2291.57%2025-06-302025-07-10history
NSC NORFOLK SOUTHN CORP298 shares0.00%2025-06-302025-07-10history
FTF FRANKLIN LTD DURATION INCOME10.8K shares0.00%2025-06-302025-07-10history
CAT CATERPILLAR INC211 shares-0.47%2025-06-302025-07-10history
CSX CSX CORP2.3K shares0.04%2025-06-302025-07-10history
JULT AIM ETF PRODUCTS TRUST1.8K shares0.00%2025-06-302025-07-10history
COIN COINBASE GLOBAL INC390 shares-4.88%2025-06-302025-07-10history
Sponsored
HON HONEYWELL INTL INC313 shares-44.40%2025-06-302025-07-10history
DSI ISHARES TR646 shares0.78%2025-06-302025-07-10history
KMI KINDER MORGAN INC DEL2.3K shares3.40%2025-06-302025-07-10history
DNP DNP SELECT INCOME FD INC6.5K shares-51.52%2025-06-302025-07-10history
WWJD NORTHERN LTS FD TR IV2.1K shares-28.82%2025-06-302025-07-10history
SUSC ISHARES TR2.7K shares-3.04%2025-06-302025-07-10history
RING ISHARES INC1.6K shares0.00%2025-06-302025-07-10history
IVT INVENTRUST PPTYS CORP2.1K shares-19.16%2025-06-302025-07-10history
Sponsored
WEC WEC ENERGY GROUP INC578 shares0.00%2025-06-302025-07-10history
TPHD TIMOTHY PLAN1.7K shares-27.88%2025-06-302025-07-10history
SPYG SPDR SER TR772 shares0.00%2025-06-302025-07-10history
DUK DUKE ENERGY CORP NEW497 shares0.00%2025-06-302025-07-10history
GIS GENERAL MLS INC1.0K shares0.00%2025-06-302025-07-10history
ESTC ELASTIC N V673 shares29.17%2025-06-302025-07-10history
TLN TALEN ENERGY CORP300 shares74.42%2025-06-302025-07-10history
KR KROGER CO873 shares-12.44%2025-06-302025-07-10history
Sponsored
APD AIR PRODS & CHEMS INC200 shares0.00%2025-06-302025-07-10history
VRT VERTIV HOLDINGS CO800 shares11.89%2025-06-302025-07-10history
XLI SELECT SECTOR SPDR TR429 shares-21.43%2025-06-302025-07-10history
CMCSA COMCAST CORP NEW1.5K shares0.00%2025-06-302025-07-10history
EAGG ISHARES TR1.2K shares42.65%2025-06-302025-07-10history
BA BOEING CO323 shares0.00%2025-06-302025-07-10history
SPYV SPDR SER TR1.1K shares0.00%2025-06-302025-07-10history
KNX KNIGHT-SWIFT TRANSN HLDGS IN1.3K shares21.00%2025-06-302025-07-10history
Sponsored
MFC MANULIFE FINL CORP1.8K shares0.00%2025-06-302025-07-10history
HXL HEXCEL CORP NEW1.0K shares0.00%2025-06-302025-07-10history
TMUS T-MOBILE US INC205 shares0.00%2025-06-302025-07-10history
O REALTY INCOME CORP942 shares12.54%2025-06-302025-07-10history
IBTF ISHARES TR2.3K shares0.13%2025-06-302025-07-10history
VGIT VANGUARD SCOTTSDALE FDS912 shares-9.25%2025-06-302025-07-10history
LMT LOCKHEED MARTIN CORP116 shares-2.52%2025-06-302025-07-10history
ESGU ISHARES TR420 shares15.38%2025-06-302025-07-10history
Sponsored
IBM INTERNATIONAL BUSINESS MACHS200 shares0.00%2025-06-302025-07-10history
AMH AMERICAN HOMES 4 RENT1.3K shares-64.46%2025-06-302025-07-10history
QYLD GLOBAL X FDS2.9K shares0.00%2025-06-302025-07-10history
VGSH VANGUARD SCOTTSDALE FDS817 shares-12.99%2025-06-302025-07-10history
BX BLACKSTONE INC342 shares-18.57%2025-06-302025-07-10history
SJM SMUCKER J M CO400 shares0.00%2025-06-302025-07-10history
BLW BLACKROCK LTD DURATION INCOM3.3K shares0.00%2025-06-302025-07-10history
NEA NUVEEN AMT FREE QLTY MUN INC4.1K shares0.00%2025-06-302025-07-10history
Sponsored
MIY BLACKROCK MUNIYIELD MICH QU4.1K shares0.00%2025-06-302025-07-10history
EDV VANGUARD WORLD FD646 shares-99.41%2025-06-302025-07-10history
UBER UBER TECHNOLOGIES INC627 shares4.50%2025-06-302025-07-10history
IBTG ISHARES TR2.0K shares0.15%2025-06-302025-07-10history
ABT ABBOTT LABS334 shares0.00%2025-06-302025-07-10history
IWB ISHARES TR143 shares0.00%2025-06-302025-07-10history
MDLZ MONDELEZ INTL INC644 shares0.00%2025-06-302025-07-10history
C CITIGROUP INC607 shares-1.62%2025-06-302025-07-10history
Sponsored
IRM IRON MTN INC DEL500 shares0.00%2025-06-302025-07-10history
TPSC TIMOTHY PLAN1.1K shares-27.81%2025-06-302025-07-10history
DON WISDOMTREE TR851 shares0.00%2025-06-302025-07-10history
DSU BLACKROCK DEBT STRATEGIES FD4.0K shares0.00%2025-06-302025-07-10history
HEI.A HEICO CORP NEW197 shares11.30%2025-06-302025-07-10history
SPH SUBURBAN PROPANE PARTNERS L2.0K shares0.00%2025-06-302025-07-10history
SDY SPDR SER TR296 shares0.00%2025-06-302025-07-10history
SPOT SPOTIFY TECHNOLOGY S A73 shares-25.51%2025-06-302025-07-10history
Sponsored
RIV RIVERNORTH OPPORTUNITIES FD3.4K shares41.67%2025-06-302025-07-10history
IWR ISHARES TR468 shares0.00%2025-06-302025-07-10history
PAA PLAINS ALL AMERN PIPELINE L2.0K shares-50.14%2025-06-302025-07-10history
ETV EATON VANCE TAX-MANAGED BUY-3.0K shares0.00%2025-06-302025-07-10history
GOVT ISHARES TR1.7K shares-2.18%2025-06-302025-07-10history
SHY ISHARES TR468 shares-98.50%2025-06-302025-07-10history
TFLO ISHARES TR761 shares76000.00%2025-06-302025-07-10history
PFF ISHARES TR1.2K shares0.00%2025-06-302025-07-10history
Sponsored
ISMD NORTHERN LTS FD TR IV1.1K shares-26.94%2025-06-302025-07-10history
SBUX STARBUCKS CORP385 shares-6.55%2025-06-302025-07-10history
BSX BOSTON SCIENTIFIC CORP371 shares-27.68%2025-06-302025-07-10history
XLF SELECT SECTOR SPDR TR742 shares-32.48%2025-06-302025-07-10history
BAUG INNOVATOR ETFS TRUST865 shares0.00%2025-06-302025-07-10history
DPG DUFF & PHELPS UTLITY AND INF3.0K shares0.00%2025-06-302025-07-10history
IEI ISHARES TR308 shares-56.37%2025-06-302025-07-10history
GEV GE VERNOVA INC118 shares-12.59%2025-06-302025-07-10history
Sponsored
D DOMINION ENERGY INC639 shares0.00%2025-06-302025-07-10history
JEPQ J P MORGAN EXCHANGE TRADED F685 shares0.00%2025-06-302025-07-10history
DMXF ISHARES TR516 shares-35.66%2025-06-302025-07-10history
KBWD INVESCO EXCH TRADED FD TR II2.4K shares0.00%2025-06-302025-07-10history
NRG NRG ENERGY INC360 shares239.62%2025-06-302025-07-10history
IGD VOYA GLBL EQTY DIV & PREM OP5.9K shares17.73%2025-06-302025-07-10history
PDI PIMCO DYNAMIC INCOME FD1.7K shares0.00%2025-06-302025-07-10history
KLAC KLA CORP49 shares0.00%2025-06-302025-07-10history
Sponsored
HOOD ROBINHOOD MKTS INC790 shares222.45%2025-06-302025-07-10history
GOF GUGGENHEIM STRATEGIC OPPORTU2.1K shares0.00%2025-06-302025-07-10history
JEPI J P MORGAN EXCHANGE TRADED F565 shares-10.32%2025-06-302025-07-10history
DFS DISCOVER FINL SVCS188 shares0.00%2025-06-302025-07-10history
NTRA NATERA INC215 shares-11.89%2025-06-302025-07-10history
JBTM JBT MAREL CORPORATION248 shares0.00%2025-06-302025-07-10history
EVV EATON VANCE LIMITED DURATION3.0K shares0.00%2025-06-302025-07-10history
NFG NATIONAL FUEL GAS CO376 shares0.00%2025-06-302025-07-10history
Sponsored
YUM YUM BRANDS INC183 shares0.00%2025-06-302025-07-10history
UNH UNITEDHEALTH GROUP INC55 shares-8.33%2025-06-302025-07-10history
SPUS TIDAL ETF TR732 shares33.09%2025-06-302025-07-10history
TIP ISHARES TR254 shares8.55%2025-06-302025-07-10history
AWK AMERICAN WTR WKS CO INC NEW191 shares-51.89%2025-06-302025-07-10history
DIA SPDR DOW JONES INDL AVERAGE66 shares-99.72%2025-06-302025-07-10history
ESGE ISHARES INC775 shares-2.27%2025-06-302025-07-10history
BBY BEST BUY INC360 shares0.00%2025-06-302025-07-10history
Sponsored
SPGI S&P GLOBAL INC52 shares-17.46%2025-06-302025-07-10history
CMG CHIPOTLE MEXICAN GRILL INC525 shares5.00%2025-06-302025-07-10history
BJ BJS WHSL CLUB HLDGS INC231 shares-10.47%2025-06-302025-07-10history
FE FIRSTENERGY CORP650 shares-23.35%2025-06-302025-07-10history
ARM ARM HOLDINGS PLC241 shares2.55%2025-06-302025-07-10history
KHC KRAFT HEINZ CO839 shares0.00%2025-06-302025-07-10history
TMO THERMO FISHER SCIENTIFIC INC51 shares0.00%2025-06-302025-07-10history
FWONK LIBERTY MEDIA CORP DEL278 shares17.30%2025-06-302025-07-10history
Sponsored
PFG PRINCIPAL FINANCIAL GROUP IN296 shares0.00%2025-06-302025-07-10history
SMR NUSCALE PWR CORP1.8K shares-23.75%2025-06-302025-07-10history
CWCO CONSOLIDATED WATER CO INC1.0K shares0.00%2025-06-302025-07-10history
EXG EATON VANCE TAX-MANAGED GLOB3.0K shares0.00%2025-06-302025-07-10history
IWS ISHARES TR193 shares-23.41%2025-06-302025-07-10history
WELL WELLTOWER INC156 shares6.85%2025-06-302025-07-10history
UNP UNION PAC CORP100 shares0.00%2025-06-302025-07-10history
KMB KIMBERLY-CLARK CORP165 shares0.00%2025-06-302025-07-10history
Sponsored
NVS NOVARTIS AG200 shares0.00%2025-06-302025-07-10history
ENB ENBRIDGE INC500 shares-12.59%2025-06-302025-07-10history
CRM SALESFORCE INC80 shares19.40%2025-06-302025-07-10history
XLU SELECT SECTOR SPDR TR266 shares-25.91%2025-06-302025-07-10history
GAB GABELLI EQUITY TR INC3.8K shares0.00%2025-06-302025-07-10history
RCL ROYAL CARIBBEAN GROUP100 shares0.00%2025-06-302025-07-10history
VGLT VANGUARD SCOTTSDALE FDS350 shares-18.03%2025-06-302025-07-10history
FNCL FIDELITY COVINGTON TRUST289 shares0.00%2025-06-302025-07-10history
Sponsored
FELE FRANKLIN ELEC INC212 shares0.00%2025-06-302025-07-10history
EMD WESTERN ASSET EMERGING MKTS2.0K shares0.00%2025-06-302025-07-10history
CCL CARNIVAL CORP1.0K shares0.00%2025-06-302025-07-10history
GSK GSK PLC508 shares-1.93%2025-06-302025-07-10history
RNA AVIDITY BIOSCIENCES INC663 shares0.00%2025-06-302025-07-10history
HYDB ISHARES TR415 shares-2.35%2025-06-302025-07-10history
MCK MCKESSON CORP29 shares0.00%2025-06-302025-07-10history
ICVT ISHARES TR232 shares-11.45%2025-06-302025-07-10history
Sponsored
XLY SELECT SECTOR SPDR TR98 shares145.00%2025-06-302025-07-10history
LCTD BLACKROCK ETF TRUST417 shares-2.80%2025-06-302025-07-10history
ALAB ASTERA LABS INC322 shares175.21%2025-06-302025-07-10history
CDNS CADENCE DESIGN SYSTEM INC75 shares4.17%2025-06-302025-07-10history
RC READY CAPITAL CORP3.7K sharesnew addition2025-06-302025-07-10history
DOW DOW INC545 shares-1.80%2025-06-302025-07-10history
VPU VANGUARD WORLD FD111 shares0.00%2025-06-302025-07-10history
PRU PRUDENTIAL FINL INC169 shares0.00%2025-06-302025-07-10history
Sponsored
VIG VANGUARD SPECIALIZED FUNDS97 sharesnew addition2025-06-302025-07-10history
CHTR CHARTER COMMUNICATIONS INC N51 shares0.00%2025-06-302025-07-10history
ARKK ARK ETF TR395 shares-28.70%2025-06-302025-07-10history
VTV VANGUARD INDEX FDS108 shares0.00%2025-06-302025-07-10history
FSK FS KKR CAP CORP890 shares0.00%2025-06-302025-07-10history
CACI CACI INTL INC50 shares-24.24%2025-06-302025-07-10history
UAL UNITED AIRLS HLDGS INC260 shares22.07%2025-06-302025-07-10history
MSI MOTOROLA SOLUTIONS INC41 shares-4.65%2025-06-302025-07-10history
Sponsored
LUV SOUTHWEST AIRLS CO534 shares-16.43%2025-06-302025-07-10history
HYG ISHARES TR227 shares-13.03%2025-06-302025-07-10history
GSBD GOLDMAN SACHS BDC INC1.5K shares0.00%2025-06-302025-07-10history
JKHY HENRY JACK & ASSOC INC95 shares0.00%2025-06-302025-07-10history
JPC NUVEEN PFD & INCOME OPPORTUN2.2K shares0.00%2025-06-302025-07-10history
SHEL SHELL PLC236 shares-34.81%2025-06-302025-07-10history
PINE ALPINE INCOME PPTY TR INC1.0K shares1.72%2025-06-302025-07-10history
IBIC ISHARES TR644 shares0.00%2025-06-302025-07-10history
Sponsored
FCNCA FIRST CTZNS BANCSHARES INC N9 shares0.00%2025-06-302025-07-10history
TJX TJX COS INC NEW135 shares0.00%2025-06-302025-07-10history
COP CONOCOPHILLIPS156 shares-45.64%2025-06-302025-07-10history
BXSL BLACKSTONE SECD LENDING FD500 shares0.00%2025-06-302025-07-10history
CHKP CHECK POINT SOFTWARE TECH LT70 shares0.00%2025-06-302025-07-10history
IFN INDIA FD INC1.0K shares0.00%2025-06-302025-07-10history
VEREN INC VEREN INC2.4K shares-10.51%2025-06-302025-07-10history
DG DOLLAR GEN CORP NEW175 shares0.00%2025-06-302025-07-10history
Sponsored
NBIS NEBIUS GROUP N.V.726 shares-48.87%2025-06-302025-07-10history
AMAT APPLIED MATLS INC105 shares0.00%2025-06-302025-07-10history
EUSB ISHARES TR341 shares-5.01%2025-06-302025-07-10history
ETR ENTERGY CORP NEW173 shares0.00%2025-06-302025-07-10history
PBR PETROLEO BRASILEIRO SA PETRO1.0K shares0.00%2025-06-302025-07-10history
ORLY OREILLY AUTOMOTIVE INC10 shares0.00%2025-06-302025-07-10history
ZROZ PIMCO ETF TR200 shares-49.87%2025-06-302025-07-10history
ETHE GRAYSCALE ETHEREUM TRUST ETF939 shares0.00%2025-06-302025-07-10history
Sponsored
WMB WILLIAMS COS INC235 shares-2.49%2025-06-302025-07-10history
CL COLGATE PALMOLIVE CO150 shares0.00%2025-06-302025-07-10history
WES WESTERN MIDSTREAM PARTNERS L343 shares2.39%2025-06-302025-07-10history
GLBE GLOBAL E ONLINE LTD388 shares-51.01%2025-06-302025-07-10history
GEHC GE HEALTHCARE TECHNOLOGIES I171 shares0.00%2025-06-302025-07-10history
ITB ISHARES TR145 shares15.08%2025-06-302025-07-10history
BTC GRAYSCALE BITCOIN MINI TR ET377 shares-23.53%2025-06-302025-07-10history
BKT BLACKROCK INCOME TR INC1.2K shares0.00%2025-06-302025-07-10history
Sponsored
AVUV AMERICAN CENTY ETF TR153 shares0.00%2025-06-302025-07-10history
HR HEALTHCARE RLTY TR783 shares0.00%2025-06-302025-07-10history
ALE ALLETE INC200 shares0.00%2025-06-302025-07-10history
SIVR ABRDN SILVER ETF TRUST400 shares-20.00%2025-06-302025-07-10history
EXC EXELON CORP275 shares0.00%2025-06-302025-07-10history
FMC FMC CORP300 sharesnew addition2025-06-302025-07-10history
WFC WELLS FARGO CO NEW175 shares0.00%2025-06-302025-07-10history
IWP ISHARES TR105 shares-34.78%2025-06-302025-07-10history
Sponsored
EPD ENTERPRISE PRODS PARTNERS L357 shares-74.07%2025-06-302025-07-10history
QRMI GLOBAL X FDS730 shares0.00%2025-06-302025-07-10history
AMRC AMERESCO INC1.0K shares0.00%2025-06-302025-07-10history
IQV IQVIA HLDGS INC68 shares0.00%2025-06-302025-07-10history
NET CLOUDFLARE INC104 sharesnew addition2025-06-302025-07-10history
EXE EXPAND ENERGY CORPORATION105 shares0.00%2025-06-302025-07-10history
EA ELECTRONIC ARTS INC80 shares0.00%2025-06-302025-07-10history
TKO TKO GROUP HOLDINGS INC73 sharesnew addition2025-06-302025-07-10history
Sponsored
FTEC FIDELITY COVINGTON TRUST69 shares0.00%2025-06-302025-07-10history
TPL TEXAS PACIFIC LAND CORPORATI8 shares-38.46%2025-06-302025-07-10history
MNST MONSTER BEVERAGE CORP NEW186 shares0.00%2025-06-302025-07-10history
ICOP ISHARES TR407 shares0.00%2025-06-302025-07-10history
VGT VANGUARD WORLD FD19 shares-47.22%2025-06-302025-07-10history
VTWO VANGUARD SCOTTSDALE FDS130 shares-20.25%2025-06-302025-07-10history
ROK ROCKWELL AUTOMATION INC40 shares0.00%2025-06-302025-07-10history
MMU WESTERN ASSET MANAGED MUNS F1.0K shares0.00%2025-06-302025-07-10history
Sponsored
DRLL EA SERIES TRUST345 shares1.47%2025-06-302025-07-10history
DD DUPONT DE NEMOURS INC137 shares0.00%2025-06-302025-07-10history
CORZ CORE SCIENTIFIC INC NEW1.4K shares18.34%2025-06-302025-07-10history
GDX VANECK ETF TRUST222 shares-99.83%2025-06-302025-07-10history
ACGL ARCH CAP GROUP LTD104 shares0.00%2025-06-302025-07-10history
CVS CVS HEALTH CORP147 shares0.00%2025-06-302025-07-10history
SMCI SUPER MICRO COMPUTER INC290 shares-6.45%2025-06-302025-07-10history
RSHO TEMA ETF TRUST284 sharesnew addition2025-06-302025-07-10history
Sponsored
CHW CALAMOS GBL DYN INCOME FUND1.5K shares0.00%2025-06-302025-07-10history
SHOP SHOPIFY INC100 shares-76.47%2025-06-302025-07-10history
AEP AMERICAN ELEC PWR CO INC87 shares1.16%2025-06-302025-07-10history
PINS PINTEREST INC306 sharesnew addition2025-06-302025-07-10history
HBAN HUNTINGTON BANCSHARES INC632 shares0.00%2025-06-302025-07-10history
COM DIREXION SHS ETF TR313 shares-66.88%2025-06-302025-07-10history
EL LAUDER ESTEE COS INC137 shares-61.73%2025-06-302025-07-10history
STLA STELLANTIS N.V800 shares0.00%2025-06-302025-07-10history
Sponsored
FTV FORTIVE CORP122 shares0.00%2025-06-302025-07-10history
FXL FIRST TR EXCHANGE TRADED FD67 shares0.00%2025-06-302025-07-10history
LW LAMB WESTON HLDGS INC165 shares0.00%2025-06-302025-07-10history
DAL DELTA AIR LINES INC DEL200 shares-76.33%2025-06-302025-07-10history
VNO VORNADO RLTY TR235 shares0.00%2025-06-302025-07-10history
CCJ CAMECO CORP210 shares-46.02%2025-06-302025-07-10history
FSTA FIDELITY COVINGTON TRUST169 shares-65.86%2025-06-302025-07-10history
CLF CLEVELAND-CLIFFS INC NEW1.0K sharesnew addition2025-06-302025-07-10history
Sponsored
EVG EATON VANCE SHORT DURATION D750 shares0.00%2025-06-302025-07-10history
FOUR SHIFT4 PMTS INC100 shares0.00%2025-06-302025-07-10history
CVNA CARVANA CO39 sharesnew addition2025-06-302025-07-10history
COHR COHERENT CORP118 sharesnew addition2025-06-302025-07-10history
RLI RLI CORP95 sharesnew addition2025-06-302025-07-10history
NREF NEXPOINT REAL ESTATE FIN INC500 shares0.00%2025-06-302025-07-10history
WSO WATSCO INC15 shares0.00%2025-06-302025-07-10history
GKOS GLAUKOS CORP75 sharesnew addition2025-06-302025-07-10history
Sponsored
MJ AMPLIFY ETF TR375 sharesnew addition2025-06-302025-07-10history
PH PARKER-HANNIFIN CORP12 shares0.00%2025-06-302025-07-10history
SBAC SBA COMMUNICATIONS CORP NEW33 shares0.00%2025-06-302025-07-10history
PLTR PALANTIR TECHNOLOGIES INC86 shares-46.25%2025-06-302025-07-10history
NVR NVR INC1 shares0.00%2025-06-302025-07-10history
HSY HERSHEY CO42 shares-99.43%2025-06-302025-07-10history
CTVA CORTEVA INC114 shares0.00%2025-06-302025-07-10history
TPG TPG INC151 sharesnew addition2025-06-302025-07-10history
Sponsored
FLGT FULGENT GENETICS INC420 sharesnew addition2025-06-302025-07-10history
DELL DELL TECHNOLOGIES INC76 shares0.00%2025-06-302025-07-10history
GM GENERAL MTRS CO147 shares0.00%2025-06-302025-07-10history
URI UNITED RENTALS INC11 shares0.00%2025-06-302025-07-10history
HLI HOULIHAN LOKEY INC42 shares0.00%2025-06-302025-07-10history
ROAD CONSTRUCTION PARTNERS INC94 shares0.00%2025-06-302025-07-10history
SCHZ SCHWAB STRATEGIC TR290 shares1.05%2025-06-302025-07-10history
CHD CHURCH & DWIGHT CO INC61 shares0.00%2025-06-302025-07-10history
Sponsored
HLIT HARMONIC INC700 sharesnew addition2025-06-302025-07-10history
HIMU BLACKROCK ETF TRUST II135 sharesnew addition2025-06-302025-07-10history
BP BP PLC197 shares0.00%2025-06-302025-07-10history
BLK BLACKROCK INC7 shares0.00%2025-06-302025-07-10history
ACN ACCENTURE PLC IRELAND21 shares0.00%2025-06-302025-07-10history
MET METLIFE INC81 shares0.00%2025-06-302025-07-10history
UL UNILEVER PLC109 shares0.93%2025-06-302025-07-10history
FUN SIX FLAGS ENTERTAINMENT CORP180 shares0.00%2025-06-302025-07-10history
Sponsored
BMY BRISTOL-MYERS SQUIBB CO105 shares0.00%2025-06-302025-07-10history
HSBC HSBC HLDGS PLC108 shares0.00%2025-06-302025-07-10history
AIQ GLOBAL X FDS170 shares0.00%2025-06-302025-07-10history
OKE ONEOK INC NEW61 sharesnew addition2025-06-302025-07-10history
CRL CHARLES RIV LABS INTL INC40 sharesnew addition2025-06-302025-07-10history
CI THE CIGNA GROUP18 shares-60.87%2025-06-302025-07-10history
PHYS SPROTT PHYSICAL GOLD TR236 shares0.00%2025-06-302025-07-10history
SCHX SCHWAB STRATEGIC TR257 shares256.94%2025-06-302025-07-10history
Sponsored
MINT PIMCO ETF TR56 shares0.00%2025-06-302025-07-10history
DEO DIAGEO PLC53 shares0.00%2025-06-302025-07-10history
UBS UBS GROUP AG180 shares0.00%2025-06-302025-07-10history
HLN HALEON PLC523 shares0.00%2025-06-302025-07-10history
BNDX VANGUARD CHARLOTTE FDS109 shares289.29%2025-06-302025-07-10history
ALC ALCON AG56 shares0.00%2025-06-302025-07-10history
NLY ANNALY CAPITAL MANAGEMENT IN256 shares0.00%2025-06-302025-07-10history
STNG SCORPIO TANKERS INC137 sharesnew addition2025-06-302025-07-10history
Sponsored
VG VENTURE GLOBAL INC500 sharesnew addition2025-06-302025-07-10history
ROKU ROKU INC73 shares-52.29%2025-06-302025-07-10history
URNM SPROTT FDS TR158 shares-67.01%2025-06-302025-07-10history
HESM HESS MIDSTREAM LP120 shares71.43%2025-06-302025-07-10history
FHLC FIDELITY COVINGTON TRUST74 shares0.00%2025-06-302025-07-10history
ALB ALBEMARLE CORP70 shares0.00%2025-06-302025-07-10history
JQC NUVEEN CR STRATEGIES INCOME933 shares0.00%2025-06-302025-07-10history
RIVN RIVIAN AUTOMOTIVE INC400 shares0.00%2025-06-302025-07-10history
Sponsored
FDVV FIDELITY COVINGTON TRUST100 shares100.00%2025-06-302025-07-10history
TWLO TWILIO INC50 shares0.00%2025-06-302025-07-10history
SUB ISHARES TR46 shares-45.24%2025-06-302025-07-10history
PMO PUTNAM MUN OPPORTUNITIES TR476 shares0.00%2025-06-302025-07-10history

Call Option Holdings
EL Call CallLAUDER ESTEE COS INC100 sharesnew addition2025-06-302025-07-10history
VG Call CallVENTURE GLOBAL INC300 sharesnew addition2025-06-302025-07-10history
HLIT Call CallHARMONIC INC400 sharesnew addition2025-06-302025-07-10history
CMTG Call CallCLAROS MTG TR INC500 sharesnew addition2025-06-302025-07-10history
NVRI Call CallENVIRI CORP500 sharesnew addition2025-06-302025-07-10history

Put Option Holdings
No put option holdings data available