Sponsored
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%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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AAPL
-0.73%APPLE INC
Shares85.5K
Event2025-09-30
Filed2025-10-21
NVDA
-3.46%NVIDIA CORPORATION
Shares83.8K
Event2025-09-30
Filed2025-10-21
SPY
0.62%SPDR S&P 500 ETF TR
Shares23.1K
Event2025-09-30
Filed2025-10-21
MSFT
-1.10%MICROSOFT CORP
Shares16.2K
Event2025-09-30
Filed2025-10-21
VGT
-3.51%VANGUARD WORLD FD
Shares9.4K
Event2025-09-30
Filed2025-10-21
GOOG
-0.62%ALPHABET INC
Shares23.2K
Event2025-09-30
Filed2025-10-21
COST
0.00%COSTCO WHSL CORP NEW
Shares5.8K
Event2025-09-30
Filed2025-10-21
META
0.00%META PLATFORMS INC
Shares6.6K
Event2025-09-30
Filed2025-10-21
AVGO
0.00%BROADCOM INC
Shares13.7K
Event2025-09-30
Filed2025-10-21
AMZN
2.48%AMAZON COM INC
Shares19.1K
Event2025-09-30
Filed2025-10-21
ORCL
-0.84%ORACLE CORP
Shares14.4K
Event2025-09-30
Filed2025-10-21
GLD
7.58%SPDR GOLD TR
Shares11.4K
Event2025-09-30
Filed2025-10-21
MUNI
0.00%PIMCO ETF TR
Shares75.2K
Event2025-09-30
Filed2025-10-21
JPM
-2.39%JPMORGAN CHASE & CO.
Shares11.9K
Event2025-09-30
Filed2025-10-21
ABBV
0.00%ABBVIE INC
Shares13.3K
Event2025-09-30
Filed2025-10-21
WMT
0.00%WALMART INC
Shares27.2K
Event2025-09-30
Filed2025-10-21
MA
0.00%MASTERCARD INCORPORATED
Shares4.8K
Event2025-09-30
Filed2025-10-21
BBVA
0.00%BANCO BILBAO VIZCAYA ARGENTA
Shares137.6K
Event2025-09-30
Filed2025-10-21
FIX
3.35%COMFORT SYS USA INC
Shares3.1K
Event2025-09-30
Filed2025-10-21
UNH
-1.01%UNITEDHEALTH GROUP INC
Shares7.2K
Event2025-09-30
Filed2025-10-21
RTX
-0.31%RTX CORPORATION
Shares12.7K
Event2025-09-30
Filed2025-10-21
BRK.B
-1.68%BERKSHIRE HATHAWAY INC DEL
Shares4.1K
Event2025-09-30
Filed2025-10-21
GEV
0.31%GE VERNOVA INC
Shares3.2K
Event2025-09-30
Filed2025-10-21
GOOGL
0.99%ALPHABET INC
Shares8.1K
Event2025-09-30
Filed2025-10-21
IWM
-6.89%ISHARES TR
Shares8.1K
Event2025-09-30
Filed2025-10-21
GS
-2.59%GOLDMAN SACHS GROUP INC
Shares2.4K
Event2025-09-30
Filed2025-10-21
CAT
-0.25%CATERPILLAR INC
Shares4.0K
Event2025-09-30
Filed2025-10-21
CSCO
0.00%CISCO SYS INC
Shares25.8K
Event2025-09-30
Filed2025-10-21
DGRO
-0.61%ISHARES TR
Shares24.6K
Event2025-09-30
Filed2025-10-21
GGN
8.05%GAMCO GLOBAL GOLD NAT RES &
Shares304.4K
Event2025-09-30
Filed2025-10-21
GILD
0.00%GILEAD SCIENCES INC
Shares14.1K
Event2025-09-30
Filed2025-10-21
LMT
0.00%LOCKHEED MARTIN CORP
Shares3.0K
Event2025-09-30
Filed2025-10-21
QCOM
-0.17%QUALCOMM INC
Shares9.0K
Event2025-09-30
Filed2025-10-21
TLT
0.00%ISHARES TR
Shares15.6K
Event2025-09-30
Filed2025-10-21
PWR
-5.66%QUANTA SVCS INC
Shares3.3K
Event2025-09-30
Filed2025-10-21
HACK
-1.23%AMPLIFY ETF TR
Shares15.3K
Event2025-09-30
Filed2025-10-21
NVMI
-4.65%NOVA LTD
Shares4.1K
Event2025-09-30
Filed2025-10-21
LRCX
0.00%LAM RESEARCH CORP
Shares9.7K
Event2025-09-30
Filed2025-10-21
NML
1.62%NEUBERGER BERMAN ENERGY INFR
Shares143.9K
Event2025-09-30
Filed2025-10-21
DHI
0.00%D R HORTON INC
Shares7.3K
Event2025-09-30
Filed2025-10-21
V
-5.64%VISA INC
Shares3.4K
Event2025-09-30
Filed2025-10-21
EPD
0.00%ENTERPRISE PRODS PARTNERS L
Shares34.8K
Event2025-09-30
Filed2025-10-21
MCK
0.00%MCKESSON CORP
Shares1.4K
Event2025-09-30
Filed2025-10-21
PHYS
0.00%SPROTT ASSET MANAGEMENT LP
Shares35.7K
Event2025-09-30
Filed2025-10-21
MCD
0.00%MCDONALDS CORP
Shares3.5K
Event2025-09-30
Filed2025-10-21
NFLX
0.00%NETFLIX INC
Shares876
Event2025-09-30
Filed2025-10-21
RSP
-4.51%INVESCO EXCHANGE TRADED FD T
Shares5.5K
Event2025-09-30
Filed2025-10-21
ITW
0.00%ILLINOIS TOOL WKS INC
Shares3.9K
Event2025-09-30
Filed2025-10-21
SHW
-1.71%SHERWIN WILLIAMS CO
Shares2.9K
Event2025-09-30
Filed2025-10-21
ICE
-1.26%INTERCONTINENTAL EXCHANGE IN
Shares5.9K
Event2025-09-30
Filed2025-10-21
DE
1.63%DEERE & CO
Shares2.1K
Event2025-09-30
Filed2025-10-21
VEA
3.83%VANGUARD TAX-MANAGED FDS
Shares16.1K
Event2025-09-30
Filed2025-10-21
AMD
0.17%ADVANCED MICRO DEVICES INC
Shares5.9K
Event2025-09-30
Filed2025-10-21
UNP
-0.25%UNION PAC CORP
Shares3.9K
Event2025-09-30
Filed2025-10-21
IWR
-4.68%ISHARES TR
Shares9.6K
Event2025-09-30
Filed2025-10-21
UPS
-5.37%UNITED PARCEL SERVICE INC
Shares11.0K
Event2025-09-30
Filed2025-10-21
DIS
0.00%DISNEY WALT CO
Shares7.8K
Event2025-09-30
Filed2025-10-21
XOM
-6.18%EXXON MOBIL CORP
Shares7.9K
Event2025-09-30
Filed2025-10-21
QQQ
-2.89%INVESCO QQQ TR
Shares1.4K
Event2025-09-30
Filed2025-10-21
CB
0.00%CHUBB LIMITED
Shares3.1K
Event2025-09-30
Filed2025-10-21
VB
-1.75%VANGUARD INDEX FDS
Shares3.4K
Event2025-09-30
Filed2025-10-21
TSM
3.49%TAIWAN SEMICONDUCTOR MFG LTD
Shares3.0K
Event2025-09-30
Filed2025-10-21
TTD
21.21%THE TRADE DESK INC
Shares16.7K
Event2025-09-30
Filed2025-10-21
ADBE
-17.72%ADOBE INC
Shares2.3K
Event2025-09-30
Filed2025-10-21
DUK
0.00%DUKE ENERGY CORP NEW
Shares6.5K
Event2025-09-30
Filed2025-10-21
YUM
0.00%YUM BRANDS INC
Shares5.1K
Event2025-09-30
Filed2025-10-21
EFA
-1.85%ISHARES TR
Shares7.9K
Event2025-09-30
Filed2025-10-21
T
0.00%AT&T INC
Shares26.0K
Event2025-09-30
Filed2025-10-21
AMAT
-6.31%APPLIED MATLS INC
Shares3.4K
Event2025-09-30
Filed2025-10-21
VWO
-0.24%VANGUARD INTL EQUITY INDEX F
Shares12.7K
Event2025-09-30
Filed2025-10-21
IESC
0.00%IES HLDGS INC
Shares1.7K
Event2025-09-30
Filed2025-10-21
JNJ
0.00%JOHNSON & JOHNSON
Shares3.7K
Event2025-09-30
Filed2025-10-21
LH
0.00%LABCORP HOLDINGS INC
Shares2.4K
Event2025-09-30
Filed2025-10-21
DHR
-13.92%DANAHER CORPORATION
Shares3.4K
Event2025-09-30
Filed2025-10-21
SGDM
10.31%SPROTT ETF TRUST
Shares10.7K
Event2025-09-30
Filed2025-10-21
BMY
-9.12%BRISTOL-MYERS SQUIBB CO
Shares14.4K
Event2025-09-30
Filed2025-10-21
ALL
0.00%ALLSTATE CORP
Shares3.0K
Event2025-09-30
Filed2025-10-21
PG
0.00%PROCTER AND GAMBLE CO
Shares4.1K
Event2025-09-30
Filed2025-10-21
BAC
0.05%BANK AMERICA CORP
Shares12.0K
Event2025-09-30
Filed2025-10-21
CVX
0.00%CHEVRON CORP NEW
Shares4.0K
Event2025-09-30
Filed2025-10-21
HD
-2.18%HOME DEPOT INC
Shares1.5K
Event2025-09-30
Filed2025-10-21
UBER
9.89%UBER TECHNOLOGIES INC
Shares6.3K
Event2025-09-30
Filed2025-10-21
IBM
0.00%INTERNATIONAL BUSINESS MACHS
Shares2.0K
Event2025-09-30
Filed2025-10-21
SHOP
-20.92%SHOPIFY INC
Shares3.8K
Event2025-09-30
Filed2025-10-21
FI
-7.54%FISERV INC
Shares4.3K
Event2025-09-30
Filed2025-10-21
SO
0.00%SOUTHERN CO
Shares5.8K
Event2025-09-30
Filed2025-10-21
NKE
-0.16%NIKE INC
Shares7.9K
Event2025-09-30
Filed2025-10-21
MEDP
0.00%MEDPACE HLDGS INC
Shares1.1K
Event2025-09-30
Filed2025-10-21
APH
0.00%AMPHENOL CORP NEW
Shares4.2K
Event2025-09-30
Filed2025-10-21
PFE
-5.62%PFIZER INC
Shares20.2K
Event2025-09-30
Filed2025-10-21
CCI
0.00%CROWN CASTLE INC
Shares5.3K
Event2025-09-30
Filed2025-10-21
MO
0.00%ALTRIA GROUP INC
Shares7.7K
Event2025-09-30
Filed2025-10-21
D
7.82%DOMINION ENERGY INC
Shares8.3K
Event2025-09-30
Filed2025-10-21
SHY
-12.98%ISHARES TR
Shares6.0K
Event2025-09-30
Filed2025-10-21
EEM
19.40%ISHARES TR
Shares9.3K
Event2025-09-30
Filed2025-10-21
SPG
-3.64%SIMON PPTY GROUP INC NEW
Shares2.6K
Event2025-09-30
Filed2025-10-21
TSCO
0.00%TRACTOR SUPPLY CO
Shares8.7K
Event2025-09-30
Filed2025-10-21
PANW
0.00%PALO ALTO NETWORKS INC
Shares2.4K
Event2025-09-30
Filed2025-10-21
BA
0.00%BOEING CO
Shares2.2K
Event2025-09-30
Filed2025-10-21
VTS
0.00%VITESSE ENERGY INC
Shares20.9K
Event2025-09-30
Filed2025-10-21
MDY
-3.57%SPDR S&P MIDCAP 400 ETF TR
Shares810
Event2025-09-30
Filed2025-10-21
ITM
0.00%VANECK ETF TRUST
Shares10.3K
Event2025-09-30
Filed2025-10-21
PGX
0.00%INVESCO EXCH TRADED FD TR II
Shares40.9K
Event2025-09-30
Filed2025-10-21
XLE
-10.87%SELECT SECTOR SPDR TR
Shares5.2K
Event2025-09-30
Filed2025-10-21
INTC
-21.08%INTEL CORP
Shares13.9K
Event2025-09-30
Filed2025-10-21
IBB
-3.26%ISHARES TR
Shares3.2K
Event2025-09-30
Filed2025-10-21
TDG
2.05%TRANSDIGM GROUP INC
Shares349
Event2025-09-30
Filed2025-10-21
IWF
-3.92%ISHARES TR
Shares981
Event2025-09-30
Filed2025-10-21
RGLD
1720.00%ROYAL GOLD INC
Shares2.3K
Event2025-09-30
Filed2025-10-21
DRI
0.00%DARDEN RESTAURANTS INC
Shares2.4K
Event2025-09-30
Filed2025-10-21
DVY
0.03%ISHARES TR
Shares3.2K
Event2025-09-30
Filed2025-10-21
BKNG
-10.00%BOOKING HOLDINGS INC
Shares81
Event2025-09-30
Filed2025-10-21
CPZ
2.31%CALAMOS LNG SHR EQT DYNAMIC
Shares26.6K
Event2025-09-30
Filed2025-10-21
FDUS
1.15%FIDUS INVT CORP
Shares20.6K
Event2025-09-30
Filed2025-10-21
TMO
0.00%THERMO FISHER SCIENTIFIC INC
Shares833
Event2025-09-30
Filed2025-10-21
LQD
4.89%ISHARES TR
Shares3.6K
Event2025-09-30
Filed2025-10-21
BSCP
0.00%INVESCO EXCH TRD SLF IDX FD
Shares19.3K
Event2025-09-30
Filed2025-10-21
MRK
0.00%MERCK & CO INC
Shares4.8K
Event2025-09-30
Filed2025-10-21
VLO
0.00%VALERO ENERGY CORP
Shares2.3K
Event2025-09-30
Filed2025-10-21
BX
0.00%BLACKSTONE INC
Shares2.3K
Event2025-09-30
Filed2025-10-21
NUV
-1.60%NUVEEN MUN VALUE FD INC
Shares43.0K
Event2025-09-30
Filed2025-10-21
VTI
0.00%VANGUARD INDEX FDS
Shares1.2K
Event2025-09-30
Filed2025-10-21
PHM
0.00%PULTE GROUP INC
Shares2.9K
Event2025-09-30
Filed2025-10-21
CLX
0.00%CLOROX CO DEL
Shares3.1K
Event2025-09-30
Filed2025-10-21
HUBB
0.00%HUBBELL INC
Shares884
Event2025-09-30
Filed2025-10-21
AFL
0.00%AFLAC INC
Shares3.4K
Event2025-09-30
Filed2025-10-21
ITOT
1.77%ISHARES TR
Shares2.6K
Event2025-09-30
Filed2025-10-21
PDI
0.00%PIMCO DYNAMIC INCOME FD
Shares18.6K
Event2025-09-30
Filed2025-10-21
JBL
0.00%JABIL INC
Shares1.6K
Event2025-09-30
Filed2025-10-21
TEVA
7281.25%TEVA PHARMACEUTICAL INDS LTD
Shares17.7K
Event2025-09-30
Filed2025-10-21
AON
0.00%AON PLC
Shares1.0K
Event2025-09-30
Filed2025-10-21
CQQQ
137.62%INVESCO EXCH TRADED FD TR II
Shares6.0K
Event2025-09-30
Filed2025-10-21
ABT
-3.67%ABBOTT LABS
Shares2.6K
Event2025-09-30
Filed2025-10-21
DVYE
6.88%ISHARES INC
Shares11.8K
Event2025-09-30
Filed2025-10-21
STAG
0.00%STAG INDL INC
Shares9.9K
Event2025-09-30
Filed2025-10-21
ARCC
0.00%ARES CAPITAL CORP
Shares16.7K
Event2025-09-30
Filed2025-10-21
CMI
0.00%CUMMINS INC
Shares800
Event2025-09-30
Filed2025-10-21
COHR
6.65%COHERENT CORP
Shares3.1K
Event2025-09-30
Filed2025-10-21
PTY
0.00%PIMCO CORPORATE & INCOME OPP
Shares22.9K
Event2025-09-30
Filed2025-10-21
TSLA
-12.22%TESLA INC
Shares740
Event2025-09-30
Filed2025-10-21
NOW
40.00%SERVICENOW INC
Shares350
Event2025-09-30
Filed2025-10-21
MUB
0.00%ISHARES TR
Shares3.0K
Event2025-09-30
Filed2025-10-21
SCHM
2.12%SCHWAB STRATEGIC TR
Shares10.7K
Event2025-09-30
Filed2025-10-21
BSCQ
18.38%INVESCO EXCH TRD SLF IDX FD
Shares16.1K
Event2025-09-30
Filed2025-10-21
HON
0.00%HONEYWELL INTL INC
Shares1.5K
Event2025-09-30
Filed2025-10-21
ETN
0.00%EATON CORP PLC
Shares825
Event2025-09-30
Filed2025-10-21
XLI
0.00%SELECT SECTOR SPDR TR
Shares2.0K
Event2025-09-30
Filed2025-10-21
ROST
0.00%ROSS STORES INC
Shares2.0K
Event2025-09-30
Filed2025-10-21
PAA
0.00%PLAINS ALL AMERN PIPELINE L
Shares17.6K
Event2025-09-30
Filed2025-10-21
IJH
0.00%ISHARES TR
Shares4.6K
Event2025-09-30
Filed2025-10-21
TIP
13.38%ISHARES TR
Shares2.7K
Event2025-09-30
Filed2025-10-21
ORI
0.00%OLD REP INTL CORP
Shares7.0K
Event2025-09-30
Filed2025-10-21
MELI
81.43%MERCADOLIBRE INC
Shares127
Event2025-09-30
Filed2025-10-21
AMGN
-5.42%AMGEN INC
Shares1.0K
Event2025-09-30
Filed2025-10-21
BSCR
59.14%INVESCO EXCH TRD SLF IDX FD
Shares14.8K
Event2025-09-30
Filed2025-10-21
FXI
-17.62%ISHARES TR
Shares7.0K
Event2025-09-30
Filed2025-10-21
SCHZ
2.14%SCHWAB STRATEGIC TR
Shares12.3K
Event2025-09-30
Filed2025-10-21
GE
0.00%GE AEROSPACE
Shares950
Event2025-09-30
Filed2025-10-21
SDY
0.00%SPDR SERIES TRUST
Shares2.0K
Event2025-09-30
Filed2025-10-21
SBUX
-13.18%STARBUCKS CORP
Shares3.3K
Event2025-09-30
Filed2025-10-21
EMR
0.00%EMERSON ELEC CO
Shares2.1K
Event2025-09-30
Filed2025-10-21
FFIV
0.00%F5 INC
Shares850
Event2025-09-30
Filed2025-10-21
PEP
0.00%PEPSICO INC
Shares1.9K
Event2025-09-30
Filed2025-10-21
CARR
0.00%CARRIER GLOBAL CORPORATION
Shares4.5K
Event2025-09-30
Filed2025-10-21
NEM
0.00%NEWMONT CORP
Shares3.2K
Event2025-09-30
Filed2025-10-21
XAR
0.00%SPDR SERIES TRUST
Shares1.1K
Event2025-09-30
Filed2025-10-21
SAND
0.00%SANDSTORM GOLD LTD
Shares21.4K
Event2025-09-30
Filed2025-10-21
ANET
41.86%ARISTA NETWORKS INC
Shares1.8K
Event2025-09-30
Filed2025-10-21
IUSV
0.00%ISHARES TR
Shares2.6K
Event2025-09-30
Filed2025-10-21
SCHA
1.86%SCHWAB STRATEGIC TR
Shares9.3K
Event2025-09-30
Filed2025-10-21
SMR
NewNUSCALE PWR CORP
Shares7.1K
Event2025-09-30
Filed2025-10-21
COF
69.43%CAPITAL ONE FINL CORP
Shares1.2K
Event2025-09-30
Filed2025-10-21
PFF
0.00%ISHARES TR
Shares7.6K
Event2025-09-30
Filed2025-10-21
PLTR
0.00%PALANTIR TECHNOLOGIES INC
Shares1.3K
Event2025-09-30
Filed2025-10-21
VZ
0.00%VERIZON COMMUNICATIONS INC
Shares5.4K
Event2025-09-30
Filed2025-10-21
PSN
NewPARSONS CORP DEL
Shares2.8K
Event2025-09-30
Filed2025-10-21
GBTC
0.00%GRAYSCALE BITCOIN TRUST ETF
Shares2.5K
Event2025-09-30
Filed2025-10-21
WPC
-13.74%WP CAREY INC
Shares3.4K
Event2025-09-30
Filed2025-10-21
BP
0.00%BP PLC
Shares6.6K
Event2025-09-30
Filed2025-10-21
PDO
0.00%PIMCO DYNAMIC INCOME OPRNTS
Shares16.0K
Event2025-09-30
Filed2025-10-21
URI
0.00%UNITED RENTALS INC
Shares225
Event2025-09-30
Filed2025-10-21
GOVT
2.65%ISHARES TR
Shares9.2K
Event2025-09-30
Filed2025-10-21
NEE
0.00%NEXTERA ENERGY INC
Shares2.8K
Event2025-09-30
Filed2025-10-21
RS
0.00%RELIANCE INC
Shares750
Event2025-09-30
Filed2025-10-21
IEF
-12.24%ISHARES TR
Shares2.1K
Event2025-09-30
Filed2025-10-21
IMFL
5.19%INVESCO EXCH TRD SLF IDX FD
Shares7.5K
Event2025-09-30
Filed2025-10-21
CRDO
-28.21%CREDO TECHNOLOGY GROUP HOLDI
Shares1.4K
Event2025-09-30
Filed2025-10-21
IEFA
2.60%ISHARES TR
Shares2.3K
Event2025-09-30
Filed2025-10-21
LLY
1372.22%ELI LILLY & CO
Shares265
Event2025-09-30
Filed2025-10-21
OTIS
0.00%OTIS WORLDWIDE CORP
Shares2.2K
Event2025-09-30
Filed2025-10-21
VMC
0.00%VULCAN MATLS CO
Shares651
Event2025-09-30
Filed2025-10-21
CPNG
0.00%COUPANG INC
Shares6.2K
Event2025-09-30
Filed2025-10-21
XLF
0.00%SELECT SECTOR SPDR TR
Shares3.7K
Event2025-09-30
Filed2025-10-21
GDX
0.00%VANECK ETF TRUST
Shares2.5K
Event2025-09-30
Filed2025-10-21
DES
0.00%WISDOMTREE TR
Shares5.7K
Event2025-09-30
Filed2025-10-21
VEU
0.00%VANGUARD INTL EQUITY INDEX F
Shares2.6K
Event2025-09-30
Filed2025-10-21
GXC
-25.10%SPDR INDEX SHS FDS
Shares1.8K
Event2025-09-30
Filed2025-10-21
IYW
0.00%ISHARES TR
Shares938
Event2025-09-30
Filed2025-10-21
VOO
0.00%VANGUARD INDEX FDS
Shares295
Event2025-09-30
Filed2025-10-21
ACN
-12.12%ACCENTURE PLC IRELAND
Shares725
Event2025-09-30
Filed2025-10-21
WMB
0.00%WILLIAMS COS INC
Shares2.8K
Event2025-09-30
Filed2025-10-21
CME
0.00%CME GROUP INC
Shares650
Event2025-09-30
Filed2025-10-21
CVS
-14.90%CVS HEALTH CORP
Shares2.3K
Event2025-09-30
Filed2025-10-21
IWO
0.00%ISHARES TR
Shares540
Event2025-09-30
Filed2025-10-21
XLY
0.00%SELECT SECTOR SPDR TR
Shares700
Event2025-09-30
Filed2025-10-21
IDXX
0.00%IDEXX LABS INC
Shares260
Event2025-09-30
Filed2025-10-21
COKE
842.00%COCA COLA CONS INC
Shares1.4K
Event2025-09-30
Filed2025-10-21
BLV
3.81%VANGUARD BD INDEX FDS
Shares2.3K
Event2025-09-30
Filed2025-10-21
CM
0.00%CANADIAN IMPERIAL BANK OF CO
Shares2.0K
Event2025-09-30
Filed2025-10-21
WBD
0.00%WARNER BROS DISCOVERY INC
Shares8.1K
Event2025-09-30
Filed2025-10-21
BKLN
0.00%INVESCO EXCH TRADED FD TR II
Shares7.5K
Event2025-09-30
Filed2025-10-21
DLR
0.00%DIGITAL RLTY TR INC
Shares900
Event2025-09-30
Filed2025-10-21
PFLT
0.00%PENNANTPARK FLOATING RATE CA
Shares17.5K
Event2025-09-30
Filed2025-10-21
GLW
0.00%CORNING INC
Shares1.8K
Event2025-09-30
Filed2025-10-21
USB
0.00%US BANCORP DEL
Shares3.0K
Event2025-09-30
Filed2025-10-21
IJR
0.00%ISHARES TR
Shares1.2K
Event2025-09-30
Filed2025-10-21
EFC
24.93%ELLINGTON FINANCIAL INC
Shares11.0K
Event2025-09-30
Filed2025-10-21
BWLP
-0.99%BW LPG LTD
Shares10.0K
Event2025-09-30
Filed2025-10-21
XLU
0.00%SELECT SECTOR SPDR TR
Shares1.6K
Event2025-09-30
Filed2025-10-21
PSX
0.00%PHILLIPS 66
Shares1.0K
Event2025-09-30
Filed2025-10-21
KEYS
0.00%KEYSIGHT TECHNOLOGIES INC
Shares800
Event2025-09-30
Filed2025-10-21
TGT
-6.64%TARGET CORP
Shares1.5K
Event2025-09-30
Filed2025-10-21
O
22.22%REALTY INCOME CORP
Shares2.2K
Event2025-09-30
Filed2025-10-21
IWV
0.00%ISHARES TR
Shares350
Event2025-09-30
Filed2025-10-21
MSTR
32.26%STRATEGY INC
Shares410
Event2025-09-30
Filed2025-10-21
GPN
0.00%GLOBAL PMTS INC
Shares1.6K
Event2025-09-30
Filed2025-10-21
CBRE
0.00%CBRE GROUP INC
Shares825
Event2025-09-30
Filed2025-10-21
EQR
0.00%EQUITY RESIDENTIAL
Shares2.0K
Event2025-09-30
Filed2025-10-21
RIO
0.00%RIO TINTO PLC
Shares1.9K
Event2025-09-30
Filed2025-10-21
IYR
-22.09%ISHARES TR
Shares1.3K
Event2025-09-30
Filed2025-10-21
MS
0.00%MORGAN STANLEY
Shares800
Event2025-09-30
Filed2025-10-21
CAMT
0.00%CAMTEK LTD
Shares1.2K
Event2025-09-30
Filed2025-10-21
NVO
-23.73%NOVO-NORDISK A S
Shares2.3K
Event2025-09-30
Filed2025-10-21
SMCI
0.98%SUPER MICRO COMPUTER INC
Shares2.6K
Event2025-09-30
Filed2025-10-21
HYG
-17.00%ISHARES TR
Shares1.5K
Event2025-09-30
Filed2025-10-21
CLS
0.00%CELESTICA INC
Shares500
Event2025-09-30
Filed2025-10-21
LYB
0.00%LYONDELLBASELL INDUSTRIES N
Shares2.5K
Event2025-09-30
Filed2025-10-21
MGK
0.00%VANGUARD WORLD FD
Shares300
Event2025-09-30
Filed2025-10-21
VLTO
-12.79%VERALTO CORP
Shares1.1K
Event2025-09-30
Filed2025-10-21
CRM
0.00%SALESFORCE INC
Shares500
Event2025-09-30
Filed2025-10-21
INDY
0.00%ISHARES TR
Shares2.3K
Event2025-09-30
Filed2025-10-21
LAMR
0.00%LAMAR ADVERTISING CO NEW
Shares950
Event2025-09-30
Filed2025-10-21
SPYD
0.00%SPDR SERIES TRUST
Shares2.6K
Event2025-09-30
Filed2025-10-21
DLY
-4.35%DOUBLELINE YIELD OPPORTUNITI
Shares7.6K
Event2025-09-30
Filed2025-10-21
ROKT
0.00%SPDR SERIES TRUST
Shares1.5K
Event2025-09-30
Filed2025-10-21
DGX
0.00%QUEST DIAGNOSTICS INC
Shares600
Event2025-09-30
Filed2025-10-21
CG
0.00%CARLYLE GROUP INC
Shares1.8K
Event2025-09-30
Filed2025-10-21
OHI
0.00%OMEGA HEALTHCARE INVS INC
Shares2.6K
Event2025-09-30
Filed2025-10-21
GD
0.00%GENERAL DYNAMICS CORP
Shares322
Event2025-09-30
Filed2025-10-21
F
0.00%FORD MTR CO
Shares9.2K
Event2025-09-30
Filed2025-10-21
LOW
0.00%LOWES COS INC
Shares431
Event2025-09-30
Filed2025-10-21
CNC
0.00%CENTENE CORP DEL
Shares3.0K
Event2025-09-30
Filed2025-10-21
GNRC
0.00%GENERAC HLDGS INC
Shares636
Event2025-09-30
Filed2025-10-21
ELS
0.00%EQUITY LIFESTYLE PPTYS INC
Shares1.8K
Event2025-09-30
Filed2025-10-21
SCHW
0.00%SCHWAB CHARLES CORP
Shares1.1K
Event2025-09-30
Filed2025-10-21
TM
0.00%TOYOTA MOTOR CORP
Shares550
Event2025-09-30
Filed2025-10-21
DOV
0.00%DOVER CORP
Shares625
Event2025-09-30
Filed2025-10-21
BG
-21.95%BUNGE GLOBAL SA
Shares1.3K
Event2025-09-30
Filed2025-10-21
APD
0.00%AIR PRODS & CHEMS INC
Shares377
Event2025-09-30
Filed2025-10-21
ASML
0.00%ASML HOLDING N V
Shares105
Event2025-09-30
Filed2025-10-21
MINT
0.00%PIMCO ETF TR
Shares1.0K
Event2025-09-30
Filed2025-10-21
PEG
0.00%PUBLIC SVC ENTERPRISE GRP IN
Shares1.2K
Event2025-09-30
Filed2025-10-21
SPSB
0.00%SPDR SERIES TRUST
Shares3.3K
Event2025-09-30
Filed2025-10-21
KO
0.00%COCA COLA CO
Shares1.5K
Event2025-09-30
Filed2025-10-21
IVOO
-10.00%VANGUARD ADMIRAL FDS INC
Shares900
Event2025-09-30
Filed2025-10-21
POWL
8.33%POWELL INDS INC
Shares325
Event2025-09-30
Filed2025-10-21
SOXX
0.00%ISHARES TR
Shares361
Event2025-09-30
Filed2025-10-21
VMI
0.00%VALMONT INDS INC
Shares251
Event2025-09-30
Filed2025-10-21
VRT
0.00%VERTIV HOLDINGS CO
Shares640
Event2025-09-30
Filed2025-10-21
PAYX
0.00%PAYCHEX INC
Shares750
Event2025-09-30
Filed2025-10-21
LMBS
0.00%FIRST TR EXCHANGE-TRADED FD
Shares1.9K
Event2025-09-30
Filed2025-10-21
IVE
0.00%ISHARES TR
Shares450
Event2025-09-30
Filed2025-10-21
FCX
14.63%FREEPORT-MCMORAN INC
Shares2.4K
Event2025-09-30
Filed2025-10-21
SPHD
0.00%INVESCO EXCH TRADED FD TR II
Shares1.9K
Event2025-09-30
Filed2025-10-21
JEPI
0.00%J P MORGAN EXCHANGE TRADED F
Shares1.6K
Event2025-09-30
Filed2025-10-21
HIMS
0.00%HIMS & HERS HEALTH INC
Shares1.6K
Event2025-09-30
Filed2025-10-21
MDT
0.00%MEDTRONIC PLC
Shares950
Event2025-09-30
Filed2025-10-21
SUI
0.00%SUN CMNTYS INC
Shares700
Event2025-09-30
Filed2025-10-21
WFC
0.00%WELLS FARGO CO NEW
Shares1.1K
Event2025-09-30
Filed2025-10-21
FRME
0.00%FIRST MERCHANTS CORP
Shares2.3K
Event2025-09-30
Filed2025-10-21
IBIT
-20.20%ISHARES BITCOIN TRUST ETF
Shares1.3K
Event2025-09-30
Filed2025-10-21
NZF
0.00%NUVEEN MUNICIPAL CREDIT INC
Shares6.7K
Event2025-09-30
Filed2025-10-21
MKSI
6.40%MKS INC.
Shares665
Event2025-09-30
Filed2025-10-21
DLN
0.00%WISDOMTREE TR
Shares930
Event2025-09-30
Filed2025-10-21
FEZ
0.00%SPDR INDEX SHS FDS
Shares1.3K
Event2025-09-30
Filed2025-10-21
KHC
-6.06%KRAFT HEINZ CO
Shares3.1K
Event2025-09-30
Filed2025-10-21
ON
0.00%ON SEMICONDUCTOR CORP
Shares1.6K
Event2025-09-30
Filed2025-10-21
ABCB
0.00%AMERIS BANCORP
Shares1.1K
Event2025-09-30
Filed2025-10-21
CAH
0.00%CARDINAL HEALTH INC
Shares500
Event2025-09-30
Filed2025-10-21
COR
0.00%CENCORA INC
Shares250
Event2025-09-30
Filed2025-10-21
BSCT
24.24%INVESCO EXCH TRD SLF IDX FD
Shares4.1K
Event2025-09-30
Filed2025-10-21
IRM
0.00%IRON MTN INC DEL
Shares750
Event2025-09-30
Filed2025-10-21
GRBK
0.00%GREEN BRICK PARTNERS INC
Shares1.0K
Event2025-09-30
Filed2025-10-21
J
0.00%JACOBS SOLUTIONS INC
Shares501
Event2025-09-30
Filed2025-10-21
CALF
0.00%PACER FDS TR
Shares1.7K
Event2025-09-30
Filed2025-10-21
TBT
0.00%PROSHARES TR
Shares2.2K
Event2025-09-30
Filed2025-10-21
BSCS
24.14%INVESCO EXCH TRD SLF IDX FD
Shares3.6K
Event2025-09-30
Filed2025-10-21
XLV
0.00%SELECT SECTOR SPDR TR
Shares521
Event2025-09-30
Filed2025-10-21
IWS
0.00%ISHARES TR
Shares516
Event2025-09-30
Filed2025-10-21
VC
0.00%VISTEON CORP
Shares600
Event2025-09-30
Filed2025-10-21
MAR
0.00%MARRIOTT INTL INC NEW
Shares275
Event2025-09-30
Filed2025-10-21
PRU
0.00%PRUDENTIAL FINL INC
Shares675
Event2025-09-30
Filed2025-10-21
DELL
0.00%DELL TECHNOLOGIES INC
Shares481
Event2025-09-30
Filed2025-10-21
CEG
0.00%CONSTELLATION ENERGY CORP
Shares207
Event2025-09-30
Filed2025-10-21
NVS
0.00%NOVARTIS AG
Shares530
Event2025-09-30
Filed2025-10-21
MBC
13.33%MASTERBRAND INC
Shares5.1K
Event2025-09-30
Filed2025-10-21
NVT
0.00%NVENT ELECTRIC PLC
Shares680
Event2025-09-30
Filed2025-10-21
BFS
0.00%SAUL CTRS INC
Shares2.1K
Event2025-09-30
Filed2025-10-21
XYZ
-18.07%BLOCK INC
Shares925
Event2025-09-30
Filed2025-10-21
SPYV
0.00%SPDR SERIES TRUST
Shares1.2K
Event2025-09-30
Filed2025-10-21
CMCSA
0.00%COMCAST CORP NEW
Shares2.1K
Event2025-09-30
Filed2025-10-21
DOCS
0.00%DOXIMITY INC
Shares900
Event2025-09-30
Filed2025-10-21
ADM
-42.35%ARCHER DANIELS MIDLAND CO
Shares1.1K
Event2025-09-30
Filed2025-10-21
NTR
0.00%NUTRIEN LTD
Shares1.1K
Event2025-09-30
Filed2025-10-21
BK
0.00%BANK NEW YORK MELLON CORP
Shares600
Event2025-09-30
Filed2025-10-21
IHI
0.00%ISHARES TR
Shares1.1K
Event2025-09-30
Filed2025-10-21
BHP
0.00%BHP GROUP LTD
Shares1.1K
Event2025-09-30
Filed2025-10-21
BTI
0.00%BRITISH AMERN TOB PLC
Shares1.2K
Event2025-09-30
Filed2025-10-21
TNA
0.00%DIREXION SHS ETF TR
Shares1.4K
Event2025-09-30
Filed2025-10-21
CNI
-57.43%CANADIAN NATL RY CO
Shares667
Event2025-09-30
Filed2025-10-21
SCHH
5.01%SCHWAB STRATEGIC TR
Shares2.9K
Event2025-09-30
Filed2025-10-21
LIN
0.00%LINDE PLC
Shares130
Event2025-09-30
Filed2025-10-21
VTV
0.00%VANGUARD INDEX FDS
Shares325
Event2025-09-30
Filed2025-10-21
ET
0.00%ENERGY TRANSFER L P
Shares3.5K
Event2025-09-30
Filed2025-10-21
EXG
0.00%EATON VANCE TAX-MANAGED GLOB
Shares6.6K
Event2025-09-30
Filed2025-10-21
ZBRA
-28.57%ZEBRA TECHNOLOGIES CORPORATI
Shares200
Event2025-09-30
Filed2025-10-21
CP
0.00%CANADIAN PACIFIC KANSAS CITY
Shares792
Event2025-09-30
Filed2025-10-21
CRWD
-62.50%CROWDSTRIKE HLDGS INC
Shares120
Event2025-09-30
Filed2025-10-21
TWLO
-29.94%TWILIO INC
Shares585
Event2025-09-30
Filed2025-10-21
DAL
0.00%DELTA AIR LINES INC DEL
Shares1.0K
Event2025-09-30
Filed2025-10-21
XLK
-20.00%SELECT SECTOR SPDR TR
Shares200
Event2025-09-30
Filed2025-10-21
VOT
0.00%VANGUARD INDEX FDS
Shares190
Event2025-09-30
Filed2025-10-21
KTF
0.00%DWS MUN INCOME TR NEW
Shares6.0K
Event2025-09-30
Filed2025-10-21
RCL
0.00%ROYAL CARIBBEAN GROUP
Shares170
Event2025-09-30
Filed2025-10-21
CMCL
NewCALEDONIA MNG CORP PLC
Shares1.5K
Event2025-09-30
Filed2025-10-21
ZBH
0.00%ZIMMER BIOMET HOLDINGS INC
Shares550
Event2025-09-30
Filed2025-10-21
VNQI
-0.09%VANGUARD INTL EQUITY INDEX F
Shares1.1K
Event2025-09-30
Filed2025-10-21
IGHG
5.18%PROSHARES TR
Shares670
Event2025-09-30
Filed2025-10-21
TFC
0.00%TRUIST FINL CORP
Shares1.2K
Event2025-09-30
Filed2025-10-21
VOE
0.00%VANGUARD INDEX FDS
Shares300
Event2025-09-30
Filed2025-10-21
BUSE
0.00%FIRST BUSEY CORP
Shares2.2K
Event2025-09-30
Filed2025-10-21
VTWO
0.00%VANGUARD SCOTTSDALE FDS
Shares522
Event2025-09-30
Filed2025-10-21
EFG
0.00%ISHARES TR
Shares447
Event2025-09-30
Filed2025-10-21
WRB
0.00%BERKLEY W R CORP
Shares662
Event2025-09-30
Filed2025-10-21
MAT
0.00%MATTEL INC
Shares3.0K
Event2025-09-30
Filed2025-10-21
AOS
0.00%SMITH A O CORP
Shares688
Event2025-09-30
Filed2025-10-21
FLNG
0.00%FLEX LNG LTD
Shares2.0K
Event2025-09-30
Filed2025-10-21
ED
0.00%CONSOLIDATED EDISON INC
Shares500
Event2025-09-30
Filed2025-10-21
MU
0.00%MICRON TECHNOLOGY INC
Shares300
Event2025-09-30
Filed2025-10-21
WAB
0.00%WABTEC
Shares250
Event2025-09-30
Filed2025-10-21
KOMP
0.00%SPDR SERIES TRUST
Shares796
Event2025-09-30
Filed2025-10-21
TXN
0.00%TEXAS INSTRS INC
Shares269
Event2025-09-30
Filed2025-10-21
YYY
-6.74%AMPLIFY ETF TR
Shares4.2K
Event2025-09-30
Filed2025-10-21
GM
0.00%GENERAL MTRS CO
Shares800
Event2025-09-30
Filed2025-10-21
ASB
0.00%ASSOCIATED BANC CORP
Shares1.9K
Event2025-09-30
Filed2025-10-21
URA
NewGLOBAL X FDS
Shares1.0K
Event2025-09-30
Filed2025-10-21
BND
0.00%VANGUARD BD INDEX FDS
Shares647
Event2025-09-30
Filed2025-10-21
AMLP
0.00%ALPS ETF TR
Shares1.0K
Event2025-09-30
Filed2025-10-21
BIIB
0.00%BIOGEN INC
Shares335
Event2025-09-30
Filed2025-10-21
ISD
0.00%PGIM HIGH YIELD BOND FUND IN
Shares3.3K
Event2025-09-30
Filed2025-10-21
AI
0.00%C3 AI INC
Shares2.7K
Event2025-09-30
Filed2025-10-21
NXPI
0.00%NXP SEMICONDUCTORS N V
Shares200
Event2025-09-30
Filed2025-10-21
SOXL
0.00%DIREXION SHS ETF TR
Shares1.3K
Event2025-09-30
Filed2025-10-21
UFPI
0.00%UFP INDUSTRIES INC
Shares480
Event2025-09-30
Filed2025-10-21
XLB
0.00%SELECT SECTOR SPDR TR
Shares500
Event2025-09-30
Filed2025-10-21
KAI
0.00%KADANT INC
Shares150
Event2025-09-30
Filed2025-10-21
ONEQ
0.00%FIDELITY COMWLTH TR
Shares500
Event2025-09-30
Filed2025-10-21
TCBK
0.81%TRICO BANCSHARES
Shares996
Event2025-09-30
Filed2025-10-21
LDOS
0.00%LEIDOS HOLDINGS INC
Shares234
Event2025-09-30
Filed2025-10-21
ADP
0.00%AUTOMATIC DATA PROCESSING IN
Shares150
Event2025-09-30
Filed2025-10-21
VFH
0.00%VANGUARD WORLD FD
Shares335
Event2025-09-30
Filed2025-10-21
BABA
0.00%ALIBABA GROUP HLDG LTD
Shares245
Event2025-09-30
Filed2025-10-21
COIN
0.00%COINBASE GLOBAL INC
Shares125
Event2025-09-30
Filed2025-10-21
MRVL
0.00%MARVELL TECHNOLOGY INC
Shares500
Event2025-09-30
Filed2025-10-21
VDC
0.00%VANGUARD WORLD FD
Shares196
Event2025-09-30
Filed2025-10-21
DD
0.00%DUPONT DE NEMOURS INC
Shares529
Event2025-09-30
Filed2025-10-21
NUE
0.00%NUCOR CORP
Shares300
Event2025-09-30
Filed2025-10-21
VIS
0.00%VANGUARD WORLD FD
Shares135
Event2025-09-30
Filed2025-10-21
BSX
0.00%BOSTON SCIENTIFIC CORP
Shares400
Event2025-09-30
Filed2025-10-21
RY
0.00%ROYAL BK CDA
Shares265
Event2025-09-30
Filed2025-10-21
SCHD
0.36%SCHWAB STRATEGIC TR
Shares1.4K
Event2025-09-30
Filed2025-10-21
TEI
0.00%TEMPLETON EMERGING MKTS INCO
Shares6.0K
Event2025-09-30
Filed2025-10-21
BIP
0.00%BROOKFIELD INFRAST PARTNERS
Shares1.1K
Event2025-09-30
Filed2025-10-21
HAL
0.00%HALLIBURTON CO
Shares1.5K
Event2025-09-30
Filed2025-10-21
IVZ
0.00%INVESCO LTD
Shares1.6K
Event2025-09-30
Filed2025-10-21
DSL
-51.58%DOUBLELINE INCOME SOLUTIONS
Shares2.9K
Event2025-09-30
Filed2025-10-21
NTRS
0.00%NORTHERN TR CORP
Shares262
Event2025-09-30
Filed2025-10-21
AU
NewANGLOGOLD ASHANTI PLC
Shares500
Event2025-09-30
Filed2025-10-21
SRE
0.00%SEMPRA
Shares380
Event2025-09-30
Filed2025-10-21
RITM
200.00%RITHM CAPITAL CORP
Shares3.0K
Event2025-09-30
Filed2025-10-21
HOLX
0.00%HOLOGIC INC
Shares500
Event2025-09-30
Filed2025-10-21
STZ
-37.50%CONSTELLATION BRANDS INC
Shares250
Event2025-09-30
Filed2025-10-21
IWN
0.00%ISHARES TR
Shares190
Event2025-09-30
Filed2025-10-21
B
0.00%BARRICK MNG CORP
Shares1.0K
Event2025-09-30
Filed2025-10-21
IAU
0.00%ISHARES GOLD TR
Shares450
Event2025-09-30
Filed2025-10-21
SGDJ
NewSPROTT ETF TRUST
Shares450
Event2025-09-30
Filed2025-10-21
MAIN
0.00%MAIN STR CAP CORP
Shares500
Event2025-09-30
Filed2025-10-21
DOCU
-46.63%DOCUSIGN INC
Shares435
Event2025-09-30
Filed2025-10-21
XBI
3.33%SPDR SERIES TRUST
Shares310
Event2025-09-30
Filed2025-10-21
TRMD
0.00%TORM PLC
Shares1.5K
Event2025-09-30
Filed2025-10-21
BWA
0.00%BORGWARNER INC
Shares698
Event2025-09-30
Filed2025-10-21
LUV
0.00%SOUTHWEST AIRLS CO
Shares950
Event2025-09-30
Filed2025-10-21
ESEA
0.00%EUROSEAS LTD
Shares500
Event2025-09-30
Filed2025-10-21
VXUS
0.00%VANGUARD STAR FDS
Shares400
Event2025-09-30
Filed2025-10-21
ADSK
0.00%AUTODESK INC
Shares90
Event2025-09-30
Filed2025-10-21
SCHG
0.11%SCHWAB STRATEGIC TR
Shares879
Event2025-09-30
Filed2025-10-21
EXC
0.00%EXELON CORP
Shares622
Event2025-09-30
Filed2025-10-21
STLD
0.00%STEEL DYNAMICS INC
Shares200
Event2025-09-30
Filed2025-10-21
HPI
0.00%HANCOCK JOHN PFD INCOME FD
Shares1.6K
Event2025-09-30
Filed2025-10-21
ABR
0.00%ARBOR REALTY TRUST INC
Shares2.2K
Event2025-09-30
Filed2025-10-21
RSPT
0.00%INVESCO EXCHANGE TRADED FD T
Shares600
Event2025-09-30
Filed2025-10-21
HSIC
0.00%HENRY SCHEIN INC
Shares400
Event2025-09-30
Filed2025-10-21
VIK
0.00%VIKING HOLDINGS LTD
Shares427
Event2025-09-30
Filed2025-10-21
FIS
-27.27%FIDELITY NATL INFORMATION SV
Shares400
Event2025-09-30
Filed2025-10-21
GIS
0.00%GENERAL MLS INC
Shares518
Event2025-09-30
Filed2025-10-21
NUKZ
NewEXCHANGE TRADED CONCEPTS TRU
Shares400
Event2025-09-30
Filed2025-10-21
EFX
0.00%EQUIFAX INC
Shares100
Event2025-09-30
Filed2025-10-21
MPW
-16.67%MEDICAL PPTYS TRUST INC
Shares5.0K
Event2025-09-30
Filed2025-10-21
BSCU
0.00%INVESCO EXCH TRD SLF IDX FD
Shares1.5K
Event2025-09-30
Filed2025-10-21
NOC
0.00%NORTHROP GRUMMAN CORP
Shares41
Event2025-09-30
Filed2025-10-21
HQH
0.00%ABRDN HEALTHCARE INVESTORS
Shares1.4K
Event2025-09-30
Filed2025-10-21
FTV
0.00%FORTIVE CORP
Shares500
Event2025-09-30
Filed2025-10-21
FCPT
0.00%FOUR CORNERS PPTY TR INC
Shares1.0K
Event2025-09-30
Filed2025-10-21
AFRM
0.00%AFFIRM HLDGS INC
Shares330
Event2025-09-30
Filed2025-10-21
SDIV
0.00%GLOBAL X FDS
Shares1.0K
Event2025-09-30
Filed2025-10-21
MGY
0.00%MAGNOLIA OIL & GAS CORP
Shares1.0K
Event2025-09-30
Filed2025-10-21
CPRT
0.00%COPART INC
Shares512
Event2025-09-30
Filed2025-10-21
KNSL
0.00%KINSALE CAP GROUP INC
Shares54
Event2025-09-30
Filed2025-10-21
PLD
0.00%PROLOGIS INC.
Shares200
Event2025-09-30
Filed2025-10-21
ISRG
0.00%INTUITIVE SURGICAL INC
Shares50
Event2025-09-30
Filed2025-10-21
VUG
0.00%VANGUARD INDEX FDS
Shares46
Event2025-09-30
Filed2025-10-21
FSLR
-73.33%FIRST SOLAR INC
Shares100
Event2025-09-30
Filed2025-10-21
SQM
0.00%SOCIEDAD QUIMICA Y MINERA DE
Shares500
Event2025-09-30
Filed2025-10-21
GEHC
-77.94%GE HEALTHCARE TECHNOLOGIES I
Shares283
Event2025-09-30
Filed2025-10-21
UPST
-19.61%UPSTART HLDGS INC
Shares410
Event2025-09-30
Filed2025-10-21
COWS
0.00%AMPLIFY ETF TR
Shares650
Event2025-09-30
Filed2025-10-21
THO
0.00%THOR INDS INC
Shares200
Event2025-09-30
Filed2025-10-21
EFV
0.00%ISHARES TR
Shares301
Event2025-09-30
Filed2025-10-21
DOC
0.00%HEALTHPEAK PROPERTIES INC
Shares1.1K
Event2025-09-30
Filed2025-10-21
CLDT
0.00%CHATHAM LODGING TR
Shares3.0K
Event2025-09-30
Filed2025-10-21
CL
0.00%COLGATE PALMOLIVE CO
Shares250
Event2025-09-30
Filed2025-10-21
CRK
0.00%COMSTOCK RES INC
Shares1.0K
Event2025-09-30
Filed2025-10-21
PGF
0.00%INVESCO EXCHANGE TRADED FD T
Shares1.4K
Event2025-09-30
Filed2025-10-21
TQQQ
0.00%PROSHARES TR
Shares180
Event2025-09-30
Filed2025-10-21
SMLF
0.00%ISHARES TR
Shares250
Event2025-09-30
Filed2025-10-21
EMQQ
0.00%EXCHANGE TRADED CONCEPTS TRU
Shares400
Event2025-09-30
Filed2025-10-21
DIN
0.00%DINE BRANDS GLOBAL INC
Shares750
Event2025-09-30
Filed2025-10-21
RF
0.00%REGIONS FINANCIAL CORP NEW
Shares700
Event2025-09-30
Filed2025-10-21
EMF
0.00%TEMPLETON EMERGING MKTS FD
Shares1.1K
Event2025-09-30
Filed2025-10-21
KRE
0.00%SPDR SERIES TRUST
Shares290
Event2025-09-30
Filed2025-10-21
KMB
0.00%KIMBERLY-CLARK CORP
Shares146
Event2025-09-30
Filed2025-10-21
TZA
0.00%DIREXION SHS ETF TR
Shares2.2K
Event2025-09-30
Filed2025-10-21
VRTX
0.00%VERTEX PHARMACEUTICALS INC
Shares46
Event2025-09-30
Filed2025-10-21
LNG
0.00%CHENIERE ENERGY INC
Shares75
Event2025-09-30
Filed2025-10-21
THQ
0.00%ABRDN HEALTHCARE OPPORTUNITI
Shares1.0K
Event2025-09-30
Filed2025-10-21
AYI
0.00%ACUITY INC
Shares50
Event2025-09-30
Filed2025-10-21
YUMC
0.00%YUM CHINA HLDGS INC
Shares400
Event2025-09-30
Filed2025-10-21
ETHE
0.00%GRAYSCALE ETHEREUM TRUST ETF
Shares500
Event2025-09-30
Filed2025-10-21
OUSA
0.00%ALPS ETF TR
Shares303
Event2025-09-30
Filed2025-10-21
DPG
0.00%DUFF & PHELPS UTLITY AND INF
Shares1.3K
Event2025-09-30
Filed2025-10-21
EBND
6.59%SPDR SERIES TRUST
Shares776
Event2025-09-30
Filed2025-10-21
BIDU
0.00%BAIDU INC
Shares120
Event2025-09-30
Filed2025-10-21
ALGN
-16.67%ALIGN TECHNOLOGY INC
Shares125
Event2025-09-30
Filed2025-10-21
IYH
0.00%ISHARES TR
Shares265
Event2025-09-30
Filed2025-10-21
OPEN
0.00%OPENDOOR TECHNOLOGIES INC
Shares1.9K
Event2025-09-30
Filed2025-10-21
MMM
0.00%3M CO
Shares100
Event2025-09-30
Filed2025-10-21
NMM
0.00%NAVIOS MARITIME PARTNERS L P
Shares343
Event2025-09-30
Filed2025-10-21
FSCO
0.00%FS CREDIT OPPORTUNITIES CORP
Shares2.2K
Event2025-09-30
Filed2025-10-21
BTC
0.00%GRAYSCALE BITCOIN MINI TR ET
Shares300
Event2025-09-30
Filed2025-10-21
LPG
0.00%DORIAN LPG LTD
Shares500
Event2025-09-30
Filed2025-10-21
CCJ
0.00%CAMECO CORP
Shares175
Event2025-09-30
Filed2025-10-21
QQQM
0.00%INVESCO EXCH TRADED FD TR II
Shares59
Event2025-09-30
Filed2025-10-21
CI
0.00%THE CIGNA GROUP
Shares50
Event2025-09-30
Filed2025-10-21
CTVA
0.00%CORTEVA INC
Shares213
Event2025-09-30
Filed2025-10-21
BFZ
0.00%BLACKROCK CALIF MUN INCOME T
Shares1.3K
Event2025-09-30
Filed2025-10-21
SOXS
0.00%DIREXION SHS ETF TR
Shares2.7K
Event2025-09-30
Filed2025-10-21
PYPL
0.00%PAYPAL HLDGS INC
Shares208
Event2025-09-30
Filed2025-10-21
SYY
0.00%SYSCO CORP
Shares168
Event2025-09-30
Filed2025-10-21
DFIC
0.00%DIMENSIONAL ETF TRUST
Shares417
Event2025-09-30
Filed2025-10-21
INTU
0.00%INTUIT
Shares20
Event2025-09-30
Filed2025-10-21
TYA
0.00%SIMPLIFY EXCHANGE TRADED FUN
Shares1.0K
Event2025-09-30
Filed2025-10-21
XOP
0.00%SPDR SERIES TRUST
Shares100
Event2025-09-30
Filed2025-10-21
ACLS
50.00%AXCELIS TECHNOLOGIES INC
Shares135
Event2025-09-30
Filed2025-10-21
PCT
0.00%PURECYCLE TECHNOLOGIES INC
Shares1.0K
Event2025-09-30
Filed2025-10-21
BBAI
0.00%BIGBEAR AI HLDGS INC
Shares2.0K
Event2025-09-30
Filed2025-10-21
ETHA
NewISHARES ETHEREUM TR
Shares400
Event2025-09-30
Filed2025-10-21
NNDM
0.00%NANO DIMENSION LTD
Shares8.0K
Event2025-09-30
Filed2025-10-21
SCHB
0.00%SCHWAB STRATEGIC TR
Shares486
Event2025-09-30
Filed2025-10-21
MDLZ
0.00%MONDELEZ INTL INC
Shares200
Event2025-09-30
Filed2025-10-21
RQI
0.00%COHEN & STEERS QUALITY INCOM
Shares1.0K
Event2025-09-30
Filed2025-10-21
DOW
0.00%DOW INC
Shares529
Event2025-09-30
Filed2025-10-21
RFI
0.00%COHEN & STEERS TOTAL RETURN
Shares1.0K
Event2025-09-30
Filed2025-10-21
HAFN
0.00%HAFNIA LTD
Shares2.0K
Event2025-09-30
Filed2025-10-21
PAAS
-76.57%PAN AMERN SILVER CORP
Shares306
Event2025-09-30
Filed2025-10-21
ALLY
0.00%ALLY FINL INC
Shares300
Event2025-09-30
Filed2025-10-21
BLK
0.00%BLACKROCK INC
Shares10
Event2025-09-30
Filed2025-10-21
NYT
0.00%NEW YORK TIMES CO
Shares200
Event2025-09-30
Filed2025-10-21
LIT
0.00%GLOBAL X FDS
Shares200
Event2025-09-30
Filed2025-10-21
SPH
0.00%SUBURBAN PROPANE PARTNERS L
Shares604
Event2025-09-30
Filed2025-10-21
BDJ
0.00%BLACKROCK ENHANCED EQUITY DI
Shares1.2K
Event2025-09-30
Filed2025-10-21
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
UPS Put
0.00%UNITED PARCEL SERVICE INC
Shares9.0K
Event2025-09-30
Filed2025-10-21