The Analysis of OPTIMUM INVESTMENT ADVISORS's Holdings & P&L


Currently, OPTIMUM INVESTMENT ADVISORS holds 612 types of securities in its portfolio with a total value $252.0M. In the most recent quarter, they have increased their positions in RGLD (+2.1K shares, valued at $431.2K), TEVA (+17.5K shares, valued at $353.0K), GLD (+805 shares, valued at $286.2K); decreased their positions in NVDA (-3.0K shares, valued at $559.7K), VGT (-343 shares, valued at $256.1K), ADBE (-490 shares, valued at $172.8K); initiated new positions in SMR (+7.1K shares, valued at $254.3K), PSN (+2.8K shares, valued at $231.0K), CMCL (+1.5K shares, valued at $54.3K).


1M P&L
+30.7M+10.73%
3M P&L
+15.1M+5.02%
HY P&L
+23.7M+8.10%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A70.2M
27.8%
2Semiconductors24.4M
9.7%
3Consumer Electronics21.8M
8.6%

Top Industries by Stock Count

1N/A199 stocks
32.5%
2Software - Application15 stocks
2.5%
3Software - Infrastructure14 stocks
2.3%
Stock Holdings
AAPL
APPLE INC
-0.73%
Shares85.5K
Event2025-09-30
Filed2025-10-21
NVDA
NVIDIA CORPORATION
-3.46%
Shares83.8K
Event2025-09-30
Filed2025-10-21
SPY
SPDR S&P 500 ETF TR
0.62%
Shares23.1K
Event2025-09-30
Filed2025-10-21
MSFT
MICROSOFT CORP
-1.10%
Shares16.2K
Event2025-09-30
Filed2025-10-21
VGT
VANGUARD WORLD FD
-3.51%
Shares9.4K
Event2025-09-30
Filed2025-10-21
GOOG
ALPHABET INC
-0.62%
Shares23.2K
Event2025-09-30
Filed2025-10-21
COST
COSTCO WHSL CORP NEW
0.00%
Shares5.8K
Event2025-09-30
Filed2025-10-21
META
META PLATFORMS INC
0.00%
Shares6.6K
Event2025-09-30
Filed2025-10-21
AVGO
BROADCOM INC
0.00%
Shares13.7K
Event2025-09-30
Filed2025-10-21
AMZN
AMAZON COM INC
2.48%
Shares19.1K
Event2025-09-30
Filed2025-10-21
ORCL
ORACLE CORP
-0.84%
Shares14.4K
Event2025-09-30
Filed2025-10-21
GLD
SPDR GOLD TR
7.58%
Shares11.4K
Event2025-09-30
Filed2025-10-21
MUNI
PIMCO ETF TR
0.00%
Shares75.2K
Event2025-09-30
Filed2025-10-21
JPM
JPMORGAN CHASE & CO.
-2.39%
Shares11.9K
Event2025-09-30
Filed2025-10-21
ABBV
ABBVIE INC
0.00%
Shares13.3K
Event2025-09-30
Filed2025-10-21
WMT
WALMART INC
0.00%
Shares27.2K
Event2025-09-30
Filed2025-10-21
MA
MASTERCARD INCORPORATED
0.00%
Shares4.8K
Event2025-09-30
Filed2025-10-21
BBVA
BANCO BILBAO VIZCAYA ARGENTA
0.00%
Shares137.6K
Event2025-09-30
Filed2025-10-21
FIX
COMFORT SYS USA INC
3.35%
Shares3.1K
Event2025-09-30
Filed2025-10-21
UNH
UNITEDHEALTH GROUP INC
-1.01%
Shares7.2K
Event2025-09-30
Filed2025-10-21
RTX
RTX CORPORATION
-0.31%
Shares12.7K
Event2025-09-30
Filed2025-10-21
BRK.B
BERKSHIRE HATHAWAY INC DEL
-1.68%
Shares4.1K
Event2025-09-30
Filed2025-10-21
GEV
GE VERNOVA INC
0.31%
Shares3.2K
Event2025-09-30
Filed2025-10-21
GOOGL
ALPHABET INC
0.99%
Shares8.1K
Event2025-09-30
Filed2025-10-21
IWM
ISHARES TR
-6.89%
Shares8.1K
Event2025-09-30
Filed2025-10-21
GS
GOLDMAN SACHS GROUP INC
-2.59%
Shares2.4K
Event2025-09-30
Filed2025-10-21
CAT
CATERPILLAR INC
-0.25%
Shares4.0K
Event2025-09-30
Filed2025-10-21
CSCO
CISCO SYS INC
0.00%
Shares25.8K
Event2025-09-30
Filed2025-10-21
DGRO
ISHARES TR
-0.61%
Shares24.6K
Event2025-09-30
Filed2025-10-21
GGN
GAMCO GLOBAL GOLD NAT RES &
8.05%
Shares304.4K
Event2025-09-30
Filed2025-10-21
GILD
GILEAD SCIENCES INC
0.00%
Shares14.1K
Event2025-09-30
Filed2025-10-21
LMT
LOCKHEED MARTIN CORP
0.00%
Shares3.0K
Event2025-09-30
Filed2025-10-21
QCOM
QUALCOMM INC
-0.17%
Shares9.0K
Event2025-09-30
Filed2025-10-21
TLT
ISHARES TR
0.00%
Shares15.6K
Event2025-09-30
Filed2025-10-21
PWR
QUANTA SVCS INC
-5.66%
Shares3.3K
Event2025-09-30
Filed2025-10-21
HACK
AMPLIFY ETF TR
-1.23%
Shares15.3K
Event2025-09-30
Filed2025-10-21
NVMI
NOVA LTD
-4.65%
Shares4.1K
Event2025-09-30
Filed2025-10-21
LRCX
LAM RESEARCH CORP
0.00%
Shares9.7K
Event2025-09-30
Filed2025-10-21
NML
NEUBERGER BERMAN ENERGY INFR
1.62%
Shares143.9K
Event2025-09-30
Filed2025-10-21
DHI
D R HORTON INC
0.00%
Shares7.3K
Event2025-09-30
Filed2025-10-21
V
VISA INC
-5.64%
Shares3.4K
Event2025-09-30
Filed2025-10-21
EPD
ENTERPRISE PRODS PARTNERS L
0.00%
Shares34.8K
Event2025-09-30
Filed2025-10-21
MCK
MCKESSON CORP
0.00%
Shares1.4K
Event2025-09-30
Filed2025-10-21
PHYS
SPROTT ASSET MANAGEMENT LP
0.00%
Shares35.7K
Event2025-09-30
Filed2025-10-21
MCD
MCDONALDS CORP
0.00%
Shares3.5K
Event2025-09-30
Filed2025-10-21
NFLX
NETFLIX INC
0.00%
Shares876
Event2025-09-30
Filed2025-10-21
RSP
INVESCO EXCHANGE TRADED FD T
-4.51%
Shares5.5K
Event2025-09-30
Filed2025-10-21
ITW
ILLINOIS TOOL WKS INC
0.00%
Shares3.9K
Event2025-09-30
Filed2025-10-21
SHW
SHERWIN WILLIAMS CO
-1.71%
Shares2.9K
Event2025-09-30
Filed2025-10-21
ICE
INTERCONTINENTAL EXCHANGE IN
-1.26%
Shares5.9K
Event2025-09-30
Filed2025-10-21
DE
DEERE & CO
1.63%
Shares2.1K
Event2025-09-30
Filed2025-10-21
VEA
VANGUARD TAX-MANAGED FDS
3.83%
Shares16.1K
Event2025-09-30
Filed2025-10-21
AMD
ADVANCED MICRO DEVICES INC
0.17%
Shares5.9K
Event2025-09-30
Filed2025-10-21
UNP
UNION PAC CORP
-0.25%
Shares3.9K
Event2025-09-30
Filed2025-10-21
IWR
ISHARES TR
-4.68%
Shares9.6K
Event2025-09-30
Filed2025-10-21
UPS
UNITED PARCEL SERVICE INC
-5.37%
Shares11.0K
Event2025-09-30
Filed2025-10-21
DIS
DISNEY WALT CO
0.00%
Shares7.8K
Event2025-09-30
Filed2025-10-21
XOM
EXXON MOBIL CORP
-6.18%
Shares7.9K
Event2025-09-30
Filed2025-10-21
QQQ
INVESCO QQQ TR
-2.89%
Shares1.4K
Event2025-09-30
Filed2025-10-21
CB
CHUBB LIMITED
0.00%
Shares3.1K
Event2025-09-30
Filed2025-10-21
VB
VANGUARD INDEX FDS
-1.75%
Shares3.4K
Event2025-09-30
Filed2025-10-21
TSM
TAIWAN SEMICONDUCTOR MFG LTD
3.49%
Shares3.0K
Event2025-09-30
Filed2025-10-21
TTD
THE TRADE DESK INC
21.21%
Shares16.7K
Event2025-09-30
Filed2025-10-21
ADBE
ADOBE INC
-17.72%
Shares2.3K
Event2025-09-30
Filed2025-10-21
DUK
DUKE ENERGY CORP NEW
0.00%
Shares6.5K
Event2025-09-30
Filed2025-10-21
YUM
YUM BRANDS INC
0.00%
Shares5.1K
Event2025-09-30
Filed2025-10-21
EFA
ISHARES TR
-1.85%
Shares7.9K
Event2025-09-30
Filed2025-10-21
T
AT&T INC
0.00%
Shares26.0K
Event2025-09-30
Filed2025-10-21
AMAT
APPLIED MATLS INC
-6.31%
Shares3.4K
Event2025-09-30
Filed2025-10-21
VWO
VANGUARD INTL EQUITY INDEX F
-0.24%
Shares12.7K
Event2025-09-30
Filed2025-10-21
IESC
IES HLDGS INC
0.00%
Shares1.7K
Event2025-09-30
Filed2025-10-21
JNJ
JOHNSON & JOHNSON
0.00%
Shares3.7K
Event2025-09-30
Filed2025-10-21
LH
LABCORP HOLDINGS INC
0.00%
Shares2.4K
Event2025-09-30
Filed2025-10-21
DHR
DANAHER CORPORATION
-13.92%
Shares3.4K
Event2025-09-30
Filed2025-10-21
SGDM
SPROTT ETF TRUST
10.31%
Shares10.7K
Event2025-09-30
Filed2025-10-21
BMY
BRISTOL-MYERS SQUIBB CO
-9.12%
Shares14.4K
Event2025-09-30
Filed2025-10-21
ALL
ALLSTATE CORP
0.00%
Shares3.0K
Event2025-09-30
Filed2025-10-21
PG
PROCTER AND GAMBLE CO
0.00%
Shares4.1K
Event2025-09-30
Filed2025-10-21
BAC
BANK AMERICA CORP
0.05%
Shares12.0K
Event2025-09-30
Filed2025-10-21
CVX
CHEVRON CORP NEW
0.00%
Shares4.0K
Event2025-09-30
Filed2025-10-21
HD
HOME DEPOT INC
-2.18%
Shares1.5K
Event2025-09-30
Filed2025-10-21
UBER
UBER TECHNOLOGIES INC
9.89%
Shares6.3K
Event2025-09-30
Filed2025-10-21
IBM
INTERNATIONAL BUSINESS MACHS
0.00%
Shares2.0K
Event2025-09-30
Filed2025-10-21
SHOP
SHOPIFY INC
-20.92%
Shares3.8K
Event2025-09-30
Filed2025-10-21
FI
FISERV INC
-7.54%
Shares4.3K
Event2025-09-30
Filed2025-10-21
SO
SOUTHERN CO
0.00%
Shares5.8K
Event2025-09-30
Filed2025-10-21
NKE
NIKE INC
-0.16%
Shares7.9K
Event2025-09-30
Filed2025-10-21
MEDP
MEDPACE HLDGS INC
0.00%
Shares1.1K
Event2025-09-30
Filed2025-10-21
APH
AMPHENOL CORP NEW
0.00%
Shares4.2K
Event2025-09-30
Filed2025-10-21
PFE
PFIZER INC
-5.62%
Shares20.2K
Event2025-09-30
Filed2025-10-21
CCI
CROWN CASTLE INC
0.00%
Shares5.3K
Event2025-09-30
Filed2025-10-21
MO
ALTRIA GROUP INC
0.00%
Shares7.7K
Event2025-09-30
Filed2025-10-21
D
DOMINION ENERGY INC
7.82%
Shares8.3K
Event2025-09-30
Filed2025-10-21
SHY
ISHARES TR
-12.98%
Shares6.0K
Event2025-09-30
Filed2025-10-21
EEM
ISHARES TR
19.40%
Shares9.3K
Event2025-09-30
Filed2025-10-21
SPG
SIMON PPTY GROUP INC NEW
-3.64%
Shares2.6K
Event2025-09-30
Filed2025-10-21
TSCO
TRACTOR SUPPLY CO
0.00%
Shares8.7K
Event2025-09-30
Filed2025-10-21
PANW
PALO ALTO NETWORKS INC
0.00%
Shares2.4K
Event2025-09-30
Filed2025-10-21
BA
BOEING CO
0.00%
Shares2.2K
Event2025-09-30
Filed2025-10-21
VTS
VITESSE ENERGY INC
0.00%
Shares20.9K
Event2025-09-30
Filed2025-10-21
MDY
SPDR S&P MIDCAP 400 ETF TR
-3.57%
Shares810
Event2025-09-30
Filed2025-10-21
ITM
VANECK ETF TRUST
0.00%
Shares10.3K
Event2025-09-30
Filed2025-10-21
PGX
INVESCO EXCH TRADED FD TR II
0.00%
Shares40.9K
Event2025-09-30
Filed2025-10-21
XLE
SELECT SECTOR SPDR TR
-10.87%
Shares5.2K
Event2025-09-30
Filed2025-10-21
INTC
INTEL CORP
-21.08%
Shares13.9K
Event2025-09-30
Filed2025-10-21
IBB
ISHARES TR
-3.26%
Shares3.2K
Event2025-09-30
Filed2025-10-21
TDG
TRANSDIGM GROUP INC
2.05%
Shares349
Event2025-09-30
Filed2025-10-21
IWF
ISHARES TR
-3.92%
Shares981
Event2025-09-30
Filed2025-10-21
RGLD
ROYAL GOLD INC
1720.00%
Shares2.3K
Event2025-09-30
Filed2025-10-21
DRI
DARDEN RESTAURANTS INC
0.00%
Shares2.4K
Event2025-09-30
Filed2025-10-21
DVY
ISHARES TR
0.03%
Shares3.2K
Event2025-09-30
Filed2025-10-21
BKNG
BOOKING HOLDINGS INC
-10.00%
Shares81
Event2025-09-30
Filed2025-10-21
CPZ
CALAMOS LNG SHR EQT DYNAMIC
2.31%
Shares26.6K
Event2025-09-30
Filed2025-10-21
FDUS
FIDUS INVT CORP
1.15%
Shares20.6K
Event2025-09-30
Filed2025-10-21
TMO
THERMO FISHER SCIENTIFIC INC
0.00%
Shares833
Event2025-09-30
Filed2025-10-21
LQD
ISHARES TR
4.89%
Shares3.6K
Event2025-09-30
Filed2025-10-21
BSCP
INVESCO EXCH TRD SLF IDX FD
0.00%
Shares19.3K
Event2025-09-30
Filed2025-10-21
MRK
MERCK & CO INC
0.00%
Shares4.8K
Event2025-09-30
Filed2025-10-21
VLO
VALERO ENERGY CORP
0.00%
Shares2.3K
Event2025-09-30
Filed2025-10-21
BX
BLACKSTONE INC
0.00%
Shares2.3K
Event2025-09-30
Filed2025-10-21
NUV
NUVEEN MUN VALUE FD INC
-1.60%
Shares43.0K
Event2025-09-30
Filed2025-10-21
VTI
VANGUARD INDEX FDS
0.00%
Shares1.2K
Event2025-09-30
Filed2025-10-21
PHM
PULTE GROUP INC
0.00%
Shares2.9K
Event2025-09-30
Filed2025-10-21
CLX
CLOROX CO DEL
0.00%
Shares3.1K
Event2025-09-30
Filed2025-10-21
HUBB
HUBBELL INC
0.00%
Shares884
Event2025-09-30
Filed2025-10-21
AFL
AFLAC INC
0.00%
Shares3.4K
Event2025-09-30
Filed2025-10-21
ITOT
ISHARES TR
1.77%
Shares2.6K
Event2025-09-30
Filed2025-10-21
PDI
PIMCO DYNAMIC INCOME FD
0.00%
Shares18.6K
Event2025-09-30
Filed2025-10-21
JBL
JABIL INC
0.00%
Shares1.6K
Event2025-09-30
Filed2025-10-21
TEVA
TEVA PHARMACEUTICAL INDS LTD
7281.25%
Shares17.7K
Event2025-09-30
Filed2025-10-21
AON
AON PLC
0.00%
Shares1.0K
Event2025-09-30
Filed2025-10-21
CQQQ
INVESCO EXCH TRADED FD TR II
137.62%
Shares6.0K
Event2025-09-30
Filed2025-10-21
ABT
ABBOTT LABS
-3.67%
Shares2.6K
Event2025-09-30
Filed2025-10-21
DVYE
ISHARES INC
6.88%
Shares11.8K
Event2025-09-30
Filed2025-10-21
STAG
STAG INDL INC
0.00%
Shares9.9K
Event2025-09-30
Filed2025-10-21
ARCC
ARES CAPITAL CORP
0.00%
Shares16.7K
Event2025-09-30
Filed2025-10-21
CMI
CUMMINS INC
0.00%
Shares800
Event2025-09-30
Filed2025-10-21
COHR
COHERENT CORP
6.65%
Shares3.1K
Event2025-09-30
Filed2025-10-21
PTY
PIMCO CORPORATE & INCOME OPP
0.00%
Shares22.9K
Event2025-09-30
Filed2025-10-21
TSLA
TESLA INC
-12.22%
Shares740
Event2025-09-30
Filed2025-10-21
NOW
SERVICENOW INC
40.00%
Shares350
Event2025-09-30
Filed2025-10-21
MUB
ISHARES TR
0.00%
Shares3.0K
Event2025-09-30
Filed2025-10-21
SCHM
SCHWAB STRATEGIC TR
2.12%
Shares10.7K
Event2025-09-30
Filed2025-10-21
BSCQ
INVESCO EXCH TRD SLF IDX FD
18.38%
Shares16.1K
Event2025-09-30
Filed2025-10-21
HON
HONEYWELL INTL INC
0.00%
Shares1.5K
Event2025-09-30
Filed2025-10-21
ETN
EATON CORP PLC
0.00%
Shares825
Event2025-09-30
Filed2025-10-21
XLI
SELECT SECTOR SPDR TR
0.00%
Shares2.0K
Event2025-09-30
Filed2025-10-21
ROST
ROSS STORES INC
0.00%
Shares2.0K
Event2025-09-30
Filed2025-10-21
PAA
PLAINS ALL AMERN PIPELINE L
0.00%
Shares17.6K
Event2025-09-30
Filed2025-10-21
IJH
ISHARES TR
0.00%
Shares4.6K
Event2025-09-30
Filed2025-10-21
TIP
ISHARES TR
13.38%
Shares2.7K
Event2025-09-30
Filed2025-10-21
ORI
OLD REP INTL CORP
0.00%
Shares7.0K
Event2025-09-30
Filed2025-10-21
MELI
MERCADOLIBRE INC
81.43%
Shares127
Event2025-09-30
Filed2025-10-21
AMGN
AMGEN INC
-5.42%
Shares1.0K
Event2025-09-30
Filed2025-10-21
BSCR
INVESCO EXCH TRD SLF IDX FD
59.14%
Shares14.8K
Event2025-09-30
Filed2025-10-21
FXI
ISHARES TR
-17.62%
Shares7.0K
Event2025-09-30
Filed2025-10-21
SCHZ
SCHWAB STRATEGIC TR
2.14%
Shares12.3K
Event2025-09-30
Filed2025-10-21
GE
GE AEROSPACE
0.00%
Shares950
Event2025-09-30
Filed2025-10-21
SDY
SPDR SERIES TRUST
0.00%
Shares2.0K
Event2025-09-30
Filed2025-10-21
SBUX
STARBUCKS CORP
-13.18%
Shares3.3K
Event2025-09-30
Filed2025-10-21
EMR
EMERSON ELEC CO
0.00%
Shares2.1K
Event2025-09-30
Filed2025-10-21
FFIV
F5 INC
0.00%
Shares850
Event2025-09-30
Filed2025-10-21
PEP
PEPSICO INC
0.00%
Shares1.9K
Event2025-09-30
Filed2025-10-21
CARR
CARRIER GLOBAL CORPORATION
0.00%
Shares4.5K
Event2025-09-30
Filed2025-10-21
NEM
NEWMONT CORP
0.00%
Shares3.2K
Event2025-09-30
Filed2025-10-21
XAR
SPDR SERIES TRUST
0.00%
Shares1.1K
Event2025-09-30
Filed2025-10-21
SAND
SANDSTORM GOLD LTD
0.00%
Shares21.4K
Event2025-09-30
Filed2025-10-21
ANET
ARISTA NETWORKS INC
41.86%
Shares1.8K
Event2025-09-30
Filed2025-10-21
IUSV
ISHARES TR
0.00%
Shares2.6K
Event2025-09-30
Filed2025-10-21
SCHA
SCHWAB STRATEGIC TR
1.86%
Shares9.3K
Event2025-09-30
Filed2025-10-21
SMR
NUSCALE PWR CORP
New
Shares7.1K
Event2025-09-30
Filed2025-10-21
COF
CAPITAL ONE FINL CORP
69.43%
Shares1.2K
Event2025-09-30
Filed2025-10-21
PFF
ISHARES TR
0.00%
Shares7.6K
Event2025-09-30
Filed2025-10-21
PLTR
PALANTIR TECHNOLOGIES INC
0.00%
Shares1.3K
Event2025-09-30
Filed2025-10-21
VZ
VERIZON COMMUNICATIONS INC
0.00%
Shares5.4K
Event2025-09-30
Filed2025-10-21
PSN
PARSONS CORP DEL
New
Shares2.8K
Event2025-09-30
Filed2025-10-21
GBTC
GRAYSCALE BITCOIN TRUST ETF
0.00%
Shares2.5K
Event2025-09-30
Filed2025-10-21
WPC
WP CAREY INC
-13.74%
Shares3.4K
Event2025-09-30
Filed2025-10-21
BP
BP PLC
0.00%
Shares6.6K
Event2025-09-30
Filed2025-10-21
PDO
PIMCO DYNAMIC INCOME OPRNTS
0.00%
Shares16.0K
Event2025-09-30
Filed2025-10-21
URI
UNITED RENTALS INC
0.00%
Shares225
Event2025-09-30
Filed2025-10-21
GOVT
ISHARES TR
2.65%
Shares9.2K
Event2025-09-30
Filed2025-10-21
NEE
NEXTERA ENERGY INC
0.00%
Shares2.8K
Event2025-09-30
Filed2025-10-21
RS
RELIANCE INC
0.00%
Shares750
Event2025-09-30
Filed2025-10-21
IEF
ISHARES TR
-12.24%
Shares2.1K
Event2025-09-30
Filed2025-10-21
IMFL
INVESCO EXCH TRD SLF IDX FD
5.19%
Shares7.5K
Event2025-09-30
Filed2025-10-21
CRDO
CREDO TECHNOLOGY GROUP HOLDI
-28.21%
Shares1.4K
Event2025-09-30
Filed2025-10-21
IEFA
ISHARES TR
2.60%
Shares2.3K
Event2025-09-30
Filed2025-10-21
LLY
ELI LILLY & CO
1372.22%
Shares265
Event2025-09-30
Filed2025-10-21
OTIS
OTIS WORLDWIDE CORP
0.00%
Shares2.2K
Event2025-09-30
Filed2025-10-21
VMC
VULCAN MATLS CO
0.00%
Shares651
Event2025-09-30
Filed2025-10-21
CPNG
COUPANG INC
0.00%
Shares6.2K
Event2025-09-30
Filed2025-10-21
XLF
SELECT SECTOR SPDR TR
0.00%
Shares3.7K
Event2025-09-30
Filed2025-10-21
GDX
VANECK ETF TRUST
0.00%
Shares2.5K
Event2025-09-30
Filed2025-10-21
DES
WISDOMTREE TR
0.00%
Shares5.7K
Event2025-09-30
Filed2025-10-21
VEU
VANGUARD INTL EQUITY INDEX F
0.00%
Shares2.6K
Event2025-09-30
Filed2025-10-21
GXC
SPDR INDEX SHS FDS
-25.10%
Shares1.8K
Event2025-09-30
Filed2025-10-21
IYW
ISHARES TR
0.00%
Shares938
Event2025-09-30
Filed2025-10-21
VOO
VANGUARD INDEX FDS
0.00%
Shares295
Event2025-09-30
Filed2025-10-21
ACN
ACCENTURE PLC IRELAND
-12.12%
Shares725
Event2025-09-30
Filed2025-10-21
WMB
WILLIAMS COS INC
0.00%
Shares2.8K
Event2025-09-30
Filed2025-10-21
CME
CME GROUP INC
0.00%
Shares650
Event2025-09-30
Filed2025-10-21
CVS
CVS HEALTH CORP
-14.90%
Shares2.3K
Event2025-09-30
Filed2025-10-21
IWO
ISHARES TR
0.00%
Shares540
Event2025-09-30
Filed2025-10-21
XLY
SELECT SECTOR SPDR TR
0.00%
Shares700
Event2025-09-30
Filed2025-10-21
IDXX
IDEXX LABS INC
0.00%
Shares260
Event2025-09-30
Filed2025-10-21
COKE
COCA COLA CONS INC
842.00%
Shares1.4K
Event2025-09-30
Filed2025-10-21
BLV
VANGUARD BD INDEX FDS
3.81%
Shares2.3K
Event2025-09-30
Filed2025-10-21
CM
CANADIAN IMPERIAL BANK OF CO
0.00%
Shares2.0K
Event2025-09-30
Filed2025-10-21
WBD
WARNER BROS DISCOVERY INC
0.00%
Shares8.1K
Event2025-09-30
Filed2025-10-21
BKLN
INVESCO EXCH TRADED FD TR II
0.00%
Shares7.5K
Event2025-09-30
Filed2025-10-21
DLR
DIGITAL RLTY TR INC
0.00%
Shares900
Event2025-09-30
Filed2025-10-21
PFLT
PENNANTPARK FLOATING RATE CA
0.00%
Shares17.5K
Event2025-09-30
Filed2025-10-21
GLW
CORNING INC
0.00%
Shares1.8K
Event2025-09-30
Filed2025-10-21
USB
US BANCORP DEL
0.00%
Shares3.0K
Event2025-09-30
Filed2025-10-21
IJR
ISHARES TR
0.00%
Shares1.2K
Event2025-09-30
Filed2025-10-21
EFC
ELLINGTON FINANCIAL INC
24.93%
Shares11.0K
Event2025-09-30
Filed2025-10-21
BWLP
BW LPG LTD
-0.99%
Shares10.0K
Event2025-09-30
Filed2025-10-21
XLU
SELECT SECTOR SPDR TR
0.00%
Shares1.6K
Event2025-09-30
Filed2025-10-21
PSX
PHILLIPS 66
0.00%
Shares1.0K
Event2025-09-30
Filed2025-10-21
KEYS
KEYSIGHT TECHNOLOGIES INC
0.00%
Shares800
Event2025-09-30
Filed2025-10-21
TGT
TARGET CORP
-6.64%
Shares1.5K
Event2025-09-30
Filed2025-10-21
O
REALTY INCOME CORP
22.22%
Shares2.2K
Event2025-09-30
Filed2025-10-21
IWV
ISHARES TR
0.00%
Shares350
Event2025-09-30
Filed2025-10-21
MSTR
STRATEGY INC
32.26%
Shares410
Event2025-09-30
Filed2025-10-21
GPN
GLOBAL PMTS INC
0.00%
Shares1.6K
Event2025-09-30
Filed2025-10-21
CBRE
CBRE GROUP INC
0.00%
Shares825
Event2025-09-30
Filed2025-10-21
EQR
EQUITY RESIDENTIAL
0.00%
Shares2.0K
Event2025-09-30
Filed2025-10-21
RIO
RIO TINTO PLC
0.00%
Shares1.9K
Event2025-09-30
Filed2025-10-21
IYR
ISHARES TR
-22.09%
Shares1.3K
Event2025-09-30
Filed2025-10-21
MS
MORGAN STANLEY
0.00%
Shares800
Event2025-09-30
Filed2025-10-21
CAMT
CAMTEK LTD
0.00%
Shares1.2K
Event2025-09-30
Filed2025-10-21
NVO
NOVO-NORDISK A S
-23.73%
Shares2.3K
Event2025-09-30
Filed2025-10-21
SMCI
SUPER MICRO COMPUTER INC
0.98%
Shares2.6K
Event2025-09-30
Filed2025-10-21
HYG
ISHARES TR
-17.00%
Shares1.5K
Event2025-09-30
Filed2025-10-21
CLS
CELESTICA INC
0.00%
Shares500
Event2025-09-30
Filed2025-10-21
LYB
LYONDELLBASELL INDUSTRIES N
0.00%
Shares2.5K
Event2025-09-30
Filed2025-10-21
MGK
VANGUARD WORLD FD
0.00%
Shares300
Event2025-09-30
Filed2025-10-21
VLTO
VERALTO CORP
-12.79%
Shares1.1K
Event2025-09-30
Filed2025-10-21
CRM
SALESFORCE INC
0.00%
Shares500
Event2025-09-30
Filed2025-10-21
INDY
ISHARES TR
0.00%
Shares2.3K
Event2025-09-30
Filed2025-10-21
LAMR
LAMAR ADVERTISING CO NEW
0.00%
Shares950
Event2025-09-30
Filed2025-10-21
SPYD
SPDR SERIES TRUST
0.00%
Shares2.6K
Event2025-09-30
Filed2025-10-21
DLY
DOUBLELINE YIELD OPPORTUNITI
-4.35%
Shares7.6K
Event2025-09-30
Filed2025-10-21
ROKT
SPDR SERIES TRUST
0.00%
Shares1.5K
Event2025-09-30
Filed2025-10-21
DGX
QUEST DIAGNOSTICS INC
0.00%
Shares600
Event2025-09-30
Filed2025-10-21
CG
CARLYLE GROUP INC
0.00%
Shares1.8K
Event2025-09-30
Filed2025-10-21
OHI
OMEGA HEALTHCARE INVS INC
0.00%
Shares2.6K
Event2025-09-30
Filed2025-10-21
GD
GENERAL DYNAMICS CORP
0.00%
Shares322
Event2025-09-30
Filed2025-10-21
F
FORD MTR CO
0.00%
Shares9.2K
Event2025-09-30
Filed2025-10-21
LOW
LOWES COS INC
0.00%
Shares431
Event2025-09-30
Filed2025-10-21
CNC
CENTENE CORP DEL
0.00%
Shares3.0K
Event2025-09-30
Filed2025-10-21
GNRC
GENERAC HLDGS INC
0.00%
Shares636
Event2025-09-30
Filed2025-10-21
ELS
EQUITY LIFESTYLE PPTYS INC
0.00%
Shares1.8K
Event2025-09-30
Filed2025-10-21
SCHW
SCHWAB CHARLES CORP
0.00%
Shares1.1K
Event2025-09-30
Filed2025-10-21
TM
TOYOTA MOTOR CORP
0.00%
Shares550
Event2025-09-30
Filed2025-10-21
DOV
DOVER CORP
0.00%
Shares625
Event2025-09-30
Filed2025-10-21
BG
BUNGE GLOBAL SA
-21.95%
Shares1.3K
Event2025-09-30
Filed2025-10-21
APD
AIR PRODS & CHEMS INC
0.00%
Shares377
Event2025-09-30
Filed2025-10-21
ASML
ASML HOLDING N V
0.00%
Shares105
Event2025-09-30
Filed2025-10-21
MINT
PIMCO ETF TR
0.00%
Shares1.0K
Event2025-09-30
Filed2025-10-21
PEG
PUBLIC SVC ENTERPRISE GRP IN
0.00%
Shares1.2K
Event2025-09-30
Filed2025-10-21
SPSB
SPDR SERIES TRUST
0.00%
Shares3.3K
Event2025-09-30
Filed2025-10-21
KO
COCA COLA CO
0.00%
Shares1.5K
Event2025-09-30
Filed2025-10-21
IVOO
VANGUARD ADMIRAL FDS INC
-10.00%
Shares900
Event2025-09-30
Filed2025-10-21
POWL
POWELL INDS INC
8.33%
Shares325
Event2025-09-30
Filed2025-10-21
SOXX
ISHARES TR
0.00%
Shares361
Event2025-09-30
Filed2025-10-21
VMI
VALMONT INDS INC
0.00%
Shares251
Event2025-09-30
Filed2025-10-21
VRT
VERTIV HOLDINGS CO
0.00%
Shares640
Event2025-09-30
Filed2025-10-21
PAYX
PAYCHEX INC
0.00%
Shares750
Event2025-09-30
Filed2025-10-21
LMBS
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares1.9K
Event2025-09-30
Filed2025-10-21
IVE
ISHARES TR
0.00%
Shares450
Event2025-09-30
Filed2025-10-21
FCX
FREEPORT-MCMORAN INC
14.63%
Shares2.4K
Event2025-09-30
Filed2025-10-21
SPHD
INVESCO EXCH TRADED FD TR II
0.00%
Shares1.9K
Event2025-09-30
Filed2025-10-21
JEPI
J P MORGAN EXCHANGE TRADED F
0.00%
Shares1.6K
Event2025-09-30
Filed2025-10-21
HIMS
HIMS & HERS HEALTH INC
0.00%
Shares1.6K
Event2025-09-30
Filed2025-10-21
MDT
MEDTRONIC PLC
0.00%
Shares950
Event2025-09-30
Filed2025-10-21
SUI
SUN CMNTYS INC
0.00%
Shares700
Event2025-09-30
Filed2025-10-21
WFC
WELLS FARGO CO NEW
0.00%
Shares1.1K
Event2025-09-30
Filed2025-10-21
FRME
FIRST MERCHANTS CORP
0.00%
Shares2.3K
Event2025-09-30
Filed2025-10-21
IBIT
ISHARES BITCOIN TRUST ETF
-20.20%
Shares1.3K
Event2025-09-30
Filed2025-10-21
NZF
NUVEEN MUNICIPAL CREDIT INC
0.00%
Shares6.7K
Event2025-09-30
Filed2025-10-21
MKSI
MKS INC.
6.40%
Shares665
Event2025-09-30
Filed2025-10-21
DLN
WISDOMTREE TR
0.00%
Shares930
Event2025-09-30
Filed2025-10-21
FEZ
SPDR INDEX SHS FDS
0.00%
Shares1.3K
Event2025-09-30
Filed2025-10-21
KHC
KRAFT HEINZ CO
-6.06%
Shares3.1K
Event2025-09-30
Filed2025-10-21
ON
ON SEMICONDUCTOR CORP
0.00%
Shares1.6K
Event2025-09-30
Filed2025-10-21
ABCB
AMERIS BANCORP
0.00%
Shares1.1K
Event2025-09-30
Filed2025-10-21
CAH
CARDINAL HEALTH INC
0.00%
Shares500
Event2025-09-30
Filed2025-10-21
COR
CENCORA INC
0.00%
Shares250
Event2025-09-30
Filed2025-10-21
BSCT
INVESCO EXCH TRD SLF IDX FD
24.24%
Shares4.1K
Event2025-09-30
Filed2025-10-21
IRM
IRON MTN INC DEL
0.00%
Shares750
Event2025-09-30
Filed2025-10-21
GRBK
GREEN BRICK PARTNERS INC
0.00%
Shares1.0K
Event2025-09-30
Filed2025-10-21
J
JACOBS SOLUTIONS INC
0.00%
Shares501
Event2025-09-30
Filed2025-10-21
CALF
PACER FDS TR
0.00%
Shares1.7K
Event2025-09-30
Filed2025-10-21
TBT
PROSHARES TR
0.00%
Shares2.2K
Event2025-09-30
Filed2025-10-21
BSCS
INVESCO EXCH TRD SLF IDX FD
24.14%
Shares3.6K
Event2025-09-30
Filed2025-10-21
XLV
SELECT SECTOR SPDR TR
0.00%
Shares521
Event2025-09-30
Filed2025-10-21
IWS
ISHARES TR
0.00%
Shares516
Event2025-09-30
Filed2025-10-21
VC
VISTEON CORP
0.00%
Shares600
Event2025-09-30
Filed2025-10-21
MAR
MARRIOTT INTL INC NEW
0.00%
Shares275
Event2025-09-30
Filed2025-10-21
PRU
PRUDENTIAL FINL INC
0.00%
Shares675
Event2025-09-30
Filed2025-10-21
DELL
DELL TECHNOLOGIES INC
0.00%
Shares481
Event2025-09-30
Filed2025-10-21
CEG
CONSTELLATION ENERGY CORP
0.00%
Shares207
Event2025-09-30
Filed2025-10-21
NVS
NOVARTIS AG
0.00%
Shares530
Event2025-09-30
Filed2025-10-21
MBC
MASTERBRAND INC
13.33%
Shares5.1K
Event2025-09-30
Filed2025-10-21
NVT
NVENT ELECTRIC PLC
0.00%
Shares680
Event2025-09-30
Filed2025-10-21
BFS
SAUL CTRS INC
0.00%
Shares2.1K
Event2025-09-30
Filed2025-10-21
XYZ
BLOCK INC
-18.07%
Shares925
Event2025-09-30
Filed2025-10-21
SPYV
SPDR SERIES TRUST
0.00%
Shares1.2K
Event2025-09-30
Filed2025-10-21
CMCSA
COMCAST CORP NEW
0.00%
Shares2.1K
Event2025-09-30
Filed2025-10-21
DOCS
DOXIMITY INC
0.00%
Shares900
Event2025-09-30
Filed2025-10-21
ADM
ARCHER DANIELS MIDLAND CO
-42.35%
Shares1.1K
Event2025-09-30
Filed2025-10-21
NTR
NUTRIEN LTD
0.00%
Shares1.1K
Event2025-09-30
Filed2025-10-21
BK
BANK NEW YORK MELLON CORP
0.00%
Shares600
Event2025-09-30
Filed2025-10-21
IHI
ISHARES TR
0.00%
Shares1.1K
Event2025-09-30
Filed2025-10-21
BHP
BHP GROUP LTD
0.00%
Shares1.1K
Event2025-09-30
Filed2025-10-21
BTI
BRITISH AMERN TOB PLC
0.00%
Shares1.2K
Event2025-09-30
Filed2025-10-21
TNA
DIREXION SHS ETF TR
0.00%
Shares1.4K
Event2025-09-30
Filed2025-10-21
CNI
CANADIAN NATL RY CO
-57.43%
Shares667
Event2025-09-30
Filed2025-10-21
SCHH
SCHWAB STRATEGIC TR
5.01%
Shares2.9K
Event2025-09-30
Filed2025-10-21
LIN
LINDE PLC
0.00%
Shares130
Event2025-09-30
Filed2025-10-21
VTV
VANGUARD INDEX FDS
0.00%
Shares325
Event2025-09-30
Filed2025-10-21
ET
ENERGY TRANSFER L P
0.00%
Shares3.5K
Event2025-09-30
Filed2025-10-21
EXG
EATON VANCE TAX-MANAGED GLOB
0.00%
Shares6.6K
Event2025-09-30
Filed2025-10-21
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-28.57%
Shares200
Event2025-09-30
Filed2025-10-21
CP
CANADIAN PACIFIC KANSAS CITY
0.00%
Shares792
Event2025-09-30
Filed2025-10-21
CRWD
CROWDSTRIKE HLDGS INC
-62.50%
Shares120
Event2025-09-30
Filed2025-10-21
TWLO
TWILIO INC
-29.94%
Shares585
Event2025-09-30
Filed2025-10-21
DAL
DELTA AIR LINES INC DEL
0.00%
Shares1.0K
Event2025-09-30
Filed2025-10-21
XLK
SELECT SECTOR SPDR TR
-20.00%
Shares200
Event2025-09-30
Filed2025-10-21
VOT
VANGUARD INDEX FDS
0.00%
Shares190
Event2025-09-30
Filed2025-10-21
KTF
DWS MUN INCOME TR NEW
0.00%
Shares6.0K
Event2025-09-30
Filed2025-10-21
RCL
ROYAL CARIBBEAN GROUP
0.00%
Shares170
Event2025-09-30
Filed2025-10-21
CMCL
CALEDONIA MNG CORP PLC
New
Shares1.5K
Event2025-09-30
Filed2025-10-21
ZBH
ZIMMER BIOMET HOLDINGS INC
0.00%
Shares550
Event2025-09-30
Filed2025-10-21
VNQI
VANGUARD INTL EQUITY INDEX F
-0.09%
Shares1.1K
Event2025-09-30
Filed2025-10-21
IGHG
PROSHARES TR
5.18%
Shares670
Event2025-09-30
Filed2025-10-21
TFC
TRUIST FINL CORP
0.00%
Shares1.2K
Event2025-09-30
Filed2025-10-21
VOE
VANGUARD INDEX FDS
0.00%
Shares300
Event2025-09-30
Filed2025-10-21
BUSE
FIRST BUSEY CORP
0.00%
Shares2.2K
Event2025-09-30
Filed2025-10-21
VTWO
VANGUARD SCOTTSDALE FDS
0.00%
Shares522
Event2025-09-30
Filed2025-10-21
EFG
ISHARES TR
0.00%
Shares447
Event2025-09-30
Filed2025-10-21
WRB
BERKLEY W R CORP
0.00%
Shares662
Event2025-09-30
Filed2025-10-21
MAT
MATTEL INC
0.00%
Shares3.0K
Event2025-09-30
Filed2025-10-21
AOS
SMITH A O CORP
0.00%
Shares688
Event2025-09-30
Filed2025-10-21
FLNG
FLEX LNG LTD
0.00%
Shares2.0K
Event2025-09-30
Filed2025-10-21
ED
CONSOLIDATED EDISON INC
0.00%
Shares500
Event2025-09-30
Filed2025-10-21
MU
MICRON TECHNOLOGY INC
0.00%
Shares300
Event2025-09-30
Filed2025-10-21
WAB
WABTEC
0.00%
Shares250
Event2025-09-30
Filed2025-10-21
KOMP
SPDR SERIES TRUST
0.00%
Shares796
Event2025-09-30
Filed2025-10-21
TXN
TEXAS INSTRS INC
0.00%
Shares269
Event2025-09-30
Filed2025-10-21
YYY
AMPLIFY ETF TR
-6.74%
Shares4.2K
Event2025-09-30
Filed2025-10-21
GM
GENERAL MTRS CO
0.00%
Shares800
Event2025-09-30
Filed2025-10-21
ASB
ASSOCIATED BANC CORP
0.00%
Shares1.9K
Event2025-09-30
Filed2025-10-21
URA
GLOBAL X FDS
New
Shares1.0K
Event2025-09-30
Filed2025-10-21
BND
VANGUARD BD INDEX FDS
0.00%
Shares647
Event2025-09-30
Filed2025-10-21
AMLP
ALPS ETF TR
0.00%
Shares1.0K
Event2025-09-30
Filed2025-10-21
BIIB
BIOGEN INC
0.00%
Shares335
Event2025-09-30
Filed2025-10-21
ISD
PGIM HIGH YIELD BOND FUND IN
0.00%
Shares3.3K
Event2025-09-30
Filed2025-10-21
AI
C3 AI INC
0.00%
Shares2.7K
Event2025-09-30
Filed2025-10-21
NXPI
NXP SEMICONDUCTORS N V
0.00%
Shares200
Event2025-09-30
Filed2025-10-21
SOXL
DIREXION SHS ETF TR
0.00%
Shares1.3K
Event2025-09-30
Filed2025-10-21
UFPI
UFP INDUSTRIES INC
0.00%
Shares480
Event2025-09-30
Filed2025-10-21
XLB
SELECT SECTOR SPDR TR
0.00%
Shares500
Event2025-09-30
Filed2025-10-21
KAI
KADANT INC
0.00%
Shares150
Event2025-09-30
Filed2025-10-21
ONEQ
FIDELITY COMWLTH TR
0.00%
Shares500
Event2025-09-30
Filed2025-10-21
TCBK
TRICO BANCSHARES
0.81%
Shares996
Event2025-09-30
Filed2025-10-21
LDOS
LEIDOS HOLDINGS INC
0.00%
Shares234
Event2025-09-30
Filed2025-10-21
ADP
AUTOMATIC DATA PROCESSING IN
0.00%
Shares150
Event2025-09-30
Filed2025-10-21
VFH
VANGUARD WORLD FD
0.00%
Shares335
Event2025-09-30
Filed2025-10-21
BABA
ALIBABA GROUP HLDG LTD
0.00%
Shares245
Event2025-09-30
Filed2025-10-21
COIN
COINBASE GLOBAL INC
0.00%
Shares125
Event2025-09-30
Filed2025-10-21
MRVL
MARVELL TECHNOLOGY INC
0.00%
Shares500
Event2025-09-30
Filed2025-10-21
VDC
VANGUARD WORLD FD
0.00%
Shares196
Event2025-09-30
Filed2025-10-21
DD
DUPONT DE NEMOURS INC
0.00%
Shares529
Event2025-09-30
Filed2025-10-21
NUE
NUCOR CORP
0.00%
Shares300
Event2025-09-30
Filed2025-10-21
VIS
VANGUARD WORLD FD
0.00%
Shares135
Event2025-09-30
Filed2025-10-21
BSX
BOSTON SCIENTIFIC CORP
0.00%
Shares400
Event2025-09-30
Filed2025-10-21
RY
ROYAL BK CDA
0.00%
Shares265
Event2025-09-30
Filed2025-10-21
SCHD
SCHWAB STRATEGIC TR
0.36%
Shares1.4K
Event2025-09-30
Filed2025-10-21
TEI
TEMPLETON EMERGING MKTS INCO
0.00%
Shares6.0K
Event2025-09-30
Filed2025-10-21
BIP
BROOKFIELD INFRAST PARTNERS
0.00%
Shares1.1K
Event2025-09-30
Filed2025-10-21
HAL
HALLIBURTON CO
0.00%
Shares1.5K
Event2025-09-30
Filed2025-10-21
IVZ
INVESCO LTD
0.00%
Shares1.6K
Event2025-09-30
Filed2025-10-21
DSL
DOUBLELINE INCOME SOLUTIONS
-51.58%
Shares2.9K
Event2025-09-30
Filed2025-10-21
NTRS
NORTHERN TR CORP
0.00%
Shares262
Event2025-09-30
Filed2025-10-21
AU
ANGLOGOLD ASHANTI PLC
New
Shares500
Event2025-09-30
Filed2025-10-21
SRE
SEMPRA
0.00%
Shares380
Event2025-09-30
Filed2025-10-21
RITM
RITHM CAPITAL CORP
200.00%
Shares3.0K
Event2025-09-30
Filed2025-10-21
HOLX
HOLOGIC INC
0.00%
Shares500
Event2025-09-30
Filed2025-10-21
STZ
CONSTELLATION BRANDS INC
-37.50%
Shares250
Event2025-09-30
Filed2025-10-21
IWN
ISHARES TR
0.00%
Shares190
Event2025-09-30
Filed2025-10-21
B
BARRICK MNG CORP
0.00%
Shares1.0K
Event2025-09-30
Filed2025-10-21
IAU
ISHARES GOLD TR
0.00%
Shares450
Event2025-09-30
Filed2025-10-21
SGDJ
SPROTT ETF TRUST
New
Shares450
Event2025-09-30
Filed2025-10-21
MAIN
MAIN STR CAP CORP
0.00%
Shares500
Event2025-09-30
Filed2025-10-21
DOCU
DOCUSIGN INC
-46.63%
Shares435
Event2025-09-30
Filed2025-10-21
XBI
SPDR SERIES TRUST
3.33%
Shares310
Event2025-09-30
Filed2025-10-21
TRMD
TORM PLC
0.00%
Shares1.5K
Event2025-09-30
Filed2025-10-21
BWA
BORGWARNER INC
0.00%
Shares698
Event2025-09-30
Filed2025-10-21
LUV
SOUTHWEST AIRLS CO
0.00%
Shares950
Event2025-09-30
Filed2025-10-21
ESEA
EUROSEAS LTD
0.00%
Shares500
Event2025-09-30
Filed2025-10-21
VXUS
VANGUARD STAR FDS
0.00%
Shares400
Event2025-09-30
Filed2025-10-21
ADSK
AUTODESK INC
0.00%
Shares90
Event2025-09-30
Filed2025-10-21
SCHG
SCHWAB STRATEGIC TR
0.11%
Shares879
Event2025-09-30
Filed2025-10-21
EXC
EXELON CORP
0.00%
Shares622
Event2025-09-30
Filed2025-10-21
STLD
STEEL DYNAMICS INC
0.00%
Shares200
Event2025-09-30
Filed2025-10-21
HPI
HANCOCK JOHN PFD INCOME FD
0.00%
Shares1.6K
Event2025-09-30
Filed2025-10-21
ABR
ARBOR REALTY TRUST INC
0.00%
Shares2.2K
Event2025-09-30
Filed2025-10-21
RSPT
INVESCO EXCHANGE TRADED FD T
0.00%
Shares600
Event2025-09-30
Filed2025-10-21
HSIC
HENRY SCHEIN INC
0.00%
Shares400
Event2025-09-30
Filed2025-10-21
VIK
VIKING HOLDINGS LTD
0.00%
Shares427
Event2025-09-30
Filed2025-10-21
FIS
FIDELITY NATL INFORMATION SV
-27.27%
Shares400
Event2025-09-30
Filed2025-10-21
GIS
GENERAL MLS INC
0.00%
Shares518
Event2025-09-30
Filed2025-10-21
NUKZ
EXCHANGE TRADED CONCEPTS TRU
New
Shares400
Event2025-09-30
Filed2025-10-21
EFX
EQUIFAX INC
0.00%
Shares100
Event2025-09-30
Filed2025-10-21
MPW
MEDICAL PPTYS TRUST INC
-16.67%
Shares5.0K
Event2025-09-30
Filed2025-10-21
BSCU
INVESCO EXCH TRD SLF IDX FD
0.00%
Shares1.5K
Event2025-09-30
Filed2025-10-21
NOC
NORTHROP GRUMMAN CORP
0.00%
Shares41
Event2025-09-30
Filed2025-10-21
HQH
ABRDN HEALTHCARE INVESTORS
0.00%
Shares1.4K
Event2025-09-30
Filed2025-10-21
FTV
FORTIVE CORP
0.00%
Shares500
Event2025-09-30
Filed2025-10-21
FCPT
FOUR CORNERS PPTY TR INC
0.00%
Shares1.0K
Event2025-09-30
Filed2025-10-21
AFRM
AFFIRM HLDGS INC
0.00%
Shares330
Event2025-09-30
Filed2025-10-21
SDIV
GLOBAL X FDS
0.00%
Shares1.0K
Event2025-09-30
Filed2025-10-21
MGY
MAGNOLIA OIL & GAS CORP
0.00%
Shares1.0K
Event2025-09-30
Filed2025-10-21
CPRT
COPART INC
0.00%
Shares512
Event2025-09-30
Filed2025-10-21
KNSL
KINSALE CAP GROUP INC
0.00%
Shares54
Event2025-09-30
Filed2025-10-21
PLD
PROLOGIS INC.
0.00%
Shares200
Event2025-09-30
Filed2025-10-21
ISRG
INTUITIVE SURGICAL INC
0.00%
Shares50
Event2025-09-30
Filed2025-10-21
VUG
VANGUARD INDEX FDS
0.00%
Shares46
Event2025-09-30
Filed2025-10-21
FSLR
FIRST SOLAR INC
-73.33%
Shares100
Event2025-09-30
Filed2025-10-21
SQM
SOCIEDAD QUIMICA Y MINERA DE
0.00%
Shares500
Event2025-09-30
Filed2025-10-21
GEHC
GE HEALTHCARE TECHNOLOGIES I
-77.94%
Shares283
Event2025-09-30
Filed2025-10-21
UPST
UPSTART HLDGS INC
-19.61%
Shares410
Event2025-09-30
Filed2025-10-21
COWS
AMPLIFY ETF TR
0.00%
Shares650
Event2025-09-30
Filed2025-10-21
THO
THOR INDS INC
0.00%
Shares200
Event2025-09-30
Filed2025-10-21
EFV
ISHARES TR
0.00%
Shares301
Event2025-09-30
Filed2025-10-21
DOC
HEALTHPEAK PROPERTIES INC
0.00%
Shares1.1K
Event2025-09-30
Filed2025-10-21
CLDT
CHATHAM LODGING TR
0.00%
Shares3.0K
Event2025-09-30
Filed2025-10-21
CL
COLGATE PALMOLIVE CO
0.00%
Shares250
Event2025-09-30
Filed2025-10-21
CRK
COMSTOCK RES INC
0.00%
Shares1.0K
Event2025-09-30
Filed2025-10-21
PGF
INVESCO EXCHANGE TRADED FD T
0.00%
Shares1.4K
Event2025-09-30
Filed2025-10-21
TQQQ
PROSHARES TR
0.00%
Shares180
Event2025-09-30
Filed2025-10-21
SMLF
ISHARES TR
0.00%
Shares250
Event2025-09-30
Filed2025-10-21
EMQQ
EXCHANGE TRADED CONCEPTS TRU
0.00%
Shares400
Event2025-09-30
Filed2025-10-21
DIN
DINE BRANDS GLOBAL INC
0.00%
Shares750
Event2025-09-30
Filed2025-10-21
RF
REGIONS FINANCIAL CORP NEW
0.00%
Shares700
Event2025-09-30
Filed2025-10-21
EMF
TEMPLETON EMERGING MKTS FD
0.00%
Shares1.1K
Event2025-09-30
Filed2025-10-21
KRE
SPDR SERIES TRUST
0.00%
Shares290
Event2025-09-30
Filed2025-10-21
KMB
KIMBERLY-CLARK CORP
0.00%
Shares146
Event2025-09-30
Filed2025-10-21
TZA
DIREXION SHS ETF TR
0.00%
Shares2.2K
Event2025-09-30
Filed2025-10-21
VRTX
VERTEX PHARMACEUTICALS INC
0.00%
Shares46
Event2025-09-30
Filed2025-10-21
LNG
CHENIERE ENERGY INC
0.00%
Shares75
Event2025-09-30
Filed2025-10-21
THQ
ABRDN HEALTHCARE OPPORTUNITI
0.00%
Shares1.0K
Event2025-09-30
Filed2025-10-21
AYI
ACUITY INC
0.00%
Shares50
Event2025-09-30
Filed2025-10-21
YUMC
YUM CHINA HLDGS INC
0.00%
Shares400
Event2025-09-30
Filed2025-10-21
ETHE
GRAYSCALE ETHEREUM TRUST ETF
0.00%
Shares500
Event2025-09-30
Filed2025-10-21
OUSA
ALPS ETF TR
0.00%
Shares303
Event2025-09-30
Filed2025-10-21
DPG
DUFF & PHELPS UTLITY AND INF
0.00%
Shares1.3K
Event2025-09-30
Filed2025-10-21
EBND
SPDR SERIES TRUST
6.59%
Shares776
Event2025-09-30
Filed2025-10-21
BIDU
BAIDU INC
0.00%
Shares120
Event2025-09-30
Filed2025-10-21
ALGN
ALIGN TECHNOLOGY INC
-16.67%
Shares125
Event2025-09-30
Filed2025-10-21
IYH
ISHARES TR
0.00%
Shares265
Event2025-09-30
Filed2025-10-21
OPEN
OPENDOOR TECHNOLOGIES INC
0.00%
Shares1.9K
Event2025-09-30
Filed2025-10-21
MMM
3M CO
0.00%
Shares100
Event2025-09-30
Filed2025-10-21
NMM
NAVIOS MARITIME PARTNERS L P
0.00%
Shares343
Event2025-09-30
Filed2025-10-21
FSCO
FS CREDIT OPPORTUNITIES CORP
0.00%
Shares2.2K
Event2025-09-30
Filed2025-10-21
BTC
GRAYSCALE BITCOIN MINI TR ET
0.00%
Shares300
Event2025-09-30
Filed2025-10-21
LPG
DORIAN LPG LTD
0.00%
Shares500
Event2025-09-30
Filed2025-10-21
CCJ
CAMECO CORP
0.00%
Shares175
Event2025-09-30
Filed2025-10-21
QQQM
INVESCO EXCH TRADED FD TR II
0.00%
Shares59
Event2025-09-30
Filed2025-10-21
CI
THE CIGNA GROUP
0.00%
Shares50
Event2025-09-30
Filed2025-10-21
CTVA
CORTEVA INC
0.00%
Shares213
Event2025-09-30
Filed2025-10-21
BFZ
BLACKROCK CALIF MUN INCOME T
0.00%
Shares1.3K
Event2025-09-30
Filed2025-10-21
SOXS
DIREXION SHS ETF TR
0.00%
Shares2.7K
Event2025-09-30
Filed2025-10-21
PYPL
PAYPAL HLDGS INC
0.00%
Shares208
Event2025-09-30
Filed2025-10-21
SYY
SYSCO CORP
0.00%
Shares168
Event2025-09-30
Filed2025-10-21
DFIC
DIMENSIONAL ETF TRUST
0.00%
Shares417
Event2025-09-30
Filed2025-10-21
INTU
INTUIT
0.00%
Shares20
Event2025-09-30
Filed2025-10-21
TYA
SIMPLIFY EXCHANGE TRADED FUN
0.00%
Shares1.0K
Event2025-09-30
Filed2025-10-21
XOP
SPDR SERIES TRUST
0.00%
Shares100
Event2025-09-30
Filed2025-10-21
ACLS
AXCELIS TECHNOLOGIES INC
50.00%
Shares135
Event2025-09-30
Filed2025-10-21
PCT
PURECYCLE TECHNOLOGIES INC
0.00%
Shares1.0K
Event2025-09-30
Filed2025-10-21
BBAI
BIGBEAR AI HLDGS INC
0.00%
Shares2.0K
Event2025-09-30
Filed2025-10-21
ETHA
ISHARES ETHEREUM TR
New
Shares400
Event2025-09-30
Filed2025-10-21
NNDM
NANO DIMENSION LTD
0.00%
Shares8.0K
Event2025-09-30
Filed2025-10-21
SCHB
SCHWAB STRATEGIC TR
0.00%
Shares486
Event2025-09-30
Filed2025-10-21
MDLZ
MONDELEZ INTL INC
0.00%
Shares200
Event2025-09-30
Filed2025-10-21
RQI
COHEN & STEERS QUALITY INCOM
0.00%
Shares1.0K
Event2025-09-30
Filed2025-10-21
DOW
DOW INC
0.00%
Shares529
Event2025-09-30
Filed2025-10-21
RFI
COHEN & STEERS TOTAL RETURN
0.00%
Shares1.0K
Event2025-09-30
Filed2025-10-21
HAFN
HAFNIA LTD
0.00%
Shares2.0K
Event2025-09-30
Filed2025-10-21
PAAS
PAN AMERN SILVER CORP
-76.57%
Shares306
Event2025-09-30
Filed2025-10-21
ALLY
ALLY FINL INC
0.00%
Shares300
Event2025-09-30
Filed2025-10-21
BLK
BLACKROCK INC
0.00%
Shares10
Event2025-09-30
Filed2025-10-21
NYT
NEW YORK TIMES CO
0.00%
Shares200
Event2025-09-30
Filed2025-10-21
LIT
GLOBAL X FDS
0.00%
Shares200
Event2025-09-30
Filed2025-10-21
SPH
SUBURBAN PROPANE PARTNERS L
0.00%
Shares604
Event2025-09-30
Filed2025-10-21
BDJ
BLACKROCK ENHANCED EQUITY DI
0.00%
Shares1.2K
Event2025-09-30
Filed2025-10-21

Call Option Holdings
No call option holdings data available

Put Option Holdings
UPS Put
UNITED PARCEL SERVICE INC
0.00%
Shares9.0K
Event2025-09-30
Filed2025-10-21