The Analysis of ORG Partners LLC's Holdings
Currently, ORG Partners LLC holds 1618 types of securities in its portfolio with a total value $548.6M. In the most recent quarter, they have increased their positions in N/A (+5.7K shares, valued at $4.6M), SPY (+5.2K shares, valued at $3.5M), IDMO (+63.2K shares, valued at $3.4M); decreased their positions in GMAR (-224.5K shares, valued at $7.8M), TLT (-4.6K shares, valued at $2.1M), JMUB (-39.8K shares, valued at $2.0M); initiated new positions in N/A (+5.7K shares, valued at $4.6M), N/A (+2.1K shares, valued at $2.2M), JMSI (+44.0K shares, valued at $2.2M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VOXR VOX ROYALTY CORP REGISTERED SHS ISIN#CA92919F103612.1M shares1.42%2025-09-302025-10-24
SPY SPDR S&P 500 ETF24.4K shares27.34%2025-09-302025-10-24
RDVY FT RISING DIVIDEND201.6K shares-7.09%2025-09-302025-10-24
MSFT MICROSOFT CORP22.4K shares34.33%2025-09-302025-10-24
AAPL APPLE INC41.4K shares3.24%2025-09-302025-10-24
NVDA NVIDIA CORP55.3K shares6.86%2025-09-302025-10-24
IDMO INVSC S P INTERNATIONL174.4K shares56.88%2025-09-302025-10-24
BRK.B BERKSHIRE HATHAWAY15.6K shares-1.20%2025-09-302025-10-24
SCHD SCHWAB US DIVIDEND280.6K shares-0.27%2025-09-302025-10-24
GILD GILEAD SCIENCES INC66.7K shares0.45%2025-09-302025-10-24
FV FIRST TRST DORSEY WRIGHT117.6K shares-16.10%2025-09-302025-10-24
AMLP ALPS ALERIAN MLP ETF146.8K shares-12.14%2025-09-302025-10-24
QQQM INVESCO NASDAQ 100 ETF27.3K shares57.06%2025-09-302025-10-24
AMZN AMAZON.COM INC29.2K shares1.84%2025-09-302025-10-24
DYNF ISHS US EQTY FACTR104.3K shares78.53%2025-09-302025-10-24
GMAR FT VEST US EQTY BUFFER172.8K shares-56.50%2025-09-302025-10-24
USFR WISDOMTREE FLOATING RATE116.8K shares19.00%2025-09-302025-10-24
PTLC PACER TRENDPILOT US104.5K shares-7.56%2025-09-302025-10-24
IVV ISHARES CORE S&P 5008.1K shares41.80%2025-09-302025-10-24
THRO ISHARES US THMATIC141.6K shares6.45%2025-09-302025-10-24
IUSB ISHARES TOTAL USD BOND111.3K shares-4.19%2025-09-302025-10-24
PHYS SPROTT PHYSICAL GOLD ETV179.3K shares-4.14%2025-09-302025-10-24
PLTR PALANTIR TECHNOLOGIES IN28.2K shares-4.24%2025-09-302025-10-24
COST COSTCO WHSL CORP NEW5.3K shares46.07%2025-09-302025-10-24
VOO VANGUARD S&P 500 ETF7.3K shares-1.32%2025-09-302025-10-24
VUG VANGUARD GROWTH ETF9.1K shares34.41%2025-09-302025-10-24
IWB ISHARES RUSSELL 100010.5K shares0.54%2025-09-302025-10-24
MUB ISHARES NATIONAL MUNI35.2K shares39.36%2025-09-302025-10-24
QUAL ISHARES MSCI USA QLTY18.2K shares123.80%2025-09-302025-10-24
FDD FIRST TRST STOXX EUR SEL213.6K shares649.47%2025-09-302025-10-24
IGEB ISHARES INVEST GRD SYS73.1K shares0.22%2025-09-302025-10-24
VTI VANGUARD TOTAL STOCK10.1K shares18.86%2025-09-302025-10-24
KEY-PJ KEYCORP 5.65 5.65 PFD145.3K shares-8.96%2025-09-302025-10-24
RSP INVSC S P 500 EQUAL16.8K shares27.59%2025-09-302025-10-24
TFLO ISHARES TREASURY FLOATNG60.9K shares0.63%2025-09-302025-10-24
PCAR PACCAR INC31.1K shares7030.05%2025-09-302025-10-24
BBUS JPMORGAN BETABUILDERS US24.5K shares-4.41%2025-09-302025-10-24
VRIG INVSC VARIABLE RT114.8K shares11.10%2025-09-302025-10-24
GOOG ALPHABET INC11.7K shares6.29%2025-09-302025-10-24
FDL FIRST TRUST MORNINGSTAR62.4K shares15.32%2025-09-302025-10-24
EVTR EATON VANCE TOTAL RETURN52.2K shares-0.90%2025-09-302025-10-24
XOM EXXON MOBIL CORP23.7K shares1.68%2025-09-302025-10-24
TSLA TESLA INC5.8K shares7.44%2025-09-302025-10-24
MTUM ISHARES MSCI USA MOMNTUM9.8K shares5.29%2025-09-302025-10-24
IVW ISHARES S&P 500 GROWTH19.8K shares28.82%2025-09-302025-10-24
META META PLATFORMS INC3.3K shares7.18%2025-09-302025-10-24
GOVT ISHARES US TREASURY BOND98.7K shares14.46%2025-09-302025-10-24
JMSI JPMORGAN SUSTAINABL MNCL44.0K sharesnew addition2025-09-302025-10-24
DON WISDOMTREE US MIDCAP41.7K shares-6.03%2025-09-302025-10-24
EFV ISHARES MSCI EAFE VALUE30.7K shares19.36%2025-09-302025-10-24
IEF ISHARES 7-10 YEAR TRSURY22.5K shares-3.00%2025-09-302025-10-24
EMLP FIRST TRUST NORTH55.3K shares0.00%2025-09-302025-10-24
CFIT CAMBRIA FIXED INCOME84.3K shares-1.10%2025-09-302025-10-24
CVX CHEVRON CORP NEW13.5K shares47.03%2025-09-302025-10-24
VGSH VANGUARD SHORT TERM35.5K shares1.62%2025-09-302025-10-24
JNJ JOHNSON & JOHNSON10.6K shares226.14%2025-09-302025-10-24
JPM-PC JPMORGAN CHASE & 6 PFD77.3K shares0.00%2025-09-302025-10-24
GOOGL ALPHABET INC8.0K shares8.63%2025-09-302025-10-24
PIT VANECK COMMODITY35.1K shares7.65%2025-09-302025-10-24
NEM NEWMONT CORP23.4K shares-7.97%2025-09-302025-10-24
PXH INVESCO RAFI EMERGING73.0K shares35.21%2025-09-302025-10-24
CGBL CAPITAL GROUP CORE47.0K shares70.29%2025-09-302025-10-24
IVE ISHARES S&P 500 VALUE8.4K shares64.58%2025-09-302025-10-24
SPGP INVESCO S AND P 500 GARP16.0K shares0.00%2025-09-302025-10-24
BBIN JPMORGAN BETABUILD25.3K shares5.70%2025-09-302025-10-24
CGIC CAPITAL GROUP INTRNL CR50.0K shares38.46%2025-09-302025-10-24
MO ALTRIA GROUP INC26.2K shares3.58%2025-09-302025-10-24
IWF ISHARES RUSSELL 10003.6K shares71.93%2025-09-302025-10-24
IEMG ISHARES CORE MSCI24.8K shares50.20%2025-09-302025-10-24
EZU ISHARES MSCI EUROZONE27.0K shares-15.17%2025-09-302025-10-24
OEF ISHARES S&P 100 ETF4.7K shares160.32%2025-09-302025-10-24
DGRW WISDOMTREE US QLT DIV17.9K shares1.67%2025-09-302025-10-24
SHLD GLOBAL X DEFENSE TECH22.6K shares28.46%2025-09-302025-10-24
LQDH ISHARES INTERST RATE HDG16.4K shares0.54%2025-09-302025-10-24
AMGN AMGEN INC5.4K shares0.30%2025-09-302025-10-24
TLT ISHARES 20 PLS YEAR3.3K shares-58.47%2025-09-302025-10-24
IJH ISHARES CORE S&P MID CAP23.8K shares-19.35%2025-09-302025-10-24
NOCT INNOVATOR GROW 100 POWER28.1K shares-55.21%2025-09-302025-10-24
CATY CATHAY GEN BANCORP30.8K shares0.00%2025-09-302025-10-24
AVGO BROADCOM INC4.5K shares14.29%2025-09-302025-10-24
FBND FIDELITY TOTAL BOND ETF29.6K shares-5.95%2025-09-302025-10-24
VIG VANGUARD DIVIDEND6.7K shares0.00%2025-09-302025-10-24
COWZ PACER US CASH COWS 10025.2K shares-2.23%2025-09-302025-10-24
NOC NORTHROP GRUMMAN CORP2.4K shares0.42%2025-09-302025-10-24
DTCR GLOBAL X DATA CNTR DGTL70.2K sharesnew addition2025-09-302025-10-24
VWO VANGUARD FTSE EMERGING26.4K shares973.28%2025-09-302025-10-24
BAC-PM BANK OF AMER 5.375 PFD62.6K shares-14.55%2025-09-302025-10-24
PWS PACER WEALTHSHIELD ETF43.3K shares-2.10%2025-09-302025-10-24
PAVE GLOBAL X US INFRA28.9K shares40.40%2025-09-302025-10-24
FLOT ISHARES FLOATING RATE25.6K shares-45.10%2025-09-302025-10-24
PNC PNC FINL SERVICES6.5K shares0.31%2025-09-302025-10-24
ABBV ABBVIE INC5.4K shares-6.87%2025-09-302025-10-24
SPDN DIREXION DAILY S&P 500131.3K shares6132.19%2025-09-302025-10-24
PSEP INNOVATOR US EQY POWER28.3K sharesnew addition2025-09-302025-10-24
JAVA JPMORGAN ACTIVE VALUE17.5K shares-0.35%2025-09-302025-10-24
JCPB JPMORGAN CORE PLUS BOND24.6K shares72.49%2025-09-302025-10-24
SCHX SCHWAB US LARGE CAP ETF44.2K shares0.00%2025-09-302025-10-24
JGRO JPMORGAN ACTIVE GROWTH12.4K shares-4.48%2025-09-302025-10-24
JBND JPMORGAN ACTIVE BOND21.4K shares74.04%2025-09-302025-10-24
JPM JPMORGAN CHASE & CO3.6K shares3.97%2025-09-302025-10-24
BBAG JPMORGAN BETABUILDERS US24.3K shares77.48%2025-09-302025-10-24
IWD ISHARES RUSSELL 10005.4K shares80.50%2025-09-302025-10-24
MSA MSA SAFETY INC6.5K shares0.00%2025-09-302025-10-24
APH AMPHENOL CORP NEW8.3K shares0.37%2025-09-302025-10-24
BIL SPDR BLOOMBERG 1 3 MNTH11.2K shares-23.57%2025-09-302025-10-24
CGGE CAPITAL GROUP GLOBAL28.9K shares52.33%2025-09-302025-10-24
GLD SPDR GOLD SHARES ETF3.0K shares-61.00%2025-09-302025-10-24
JPM-PD JPMORGAN CHAS 5.75 PFD41.0K shares-8.89%2025-09-302025-10-24
EMB ISHARES JPMORGAN USD MTS10.6K shares5.97%2025-09-302025-10-24
PM PHILIP MORRIS INTL INC6.2K shares7.54%2025-09-302025-10-24
AXON AXON ENTERPRISE INC1.4K shares-13.89%2025-09-302025-10-24
GJUL FT VEST US EQT MDRT BFR24.9K shares1361.76%2025-09-302025-10-24
LLY ELI LILLY AND CO1.3K shares-1.58%2025-09-302025-10-24
OMFL INVESCO RUSSELL 100018.3K shares-34.48%2025-09-302025-10-24
IJR ISHARES CORE S&P SMALL8.4K shares-8.15%2025-09-302025-10-24
MINO PIMCO MUNICIPAL INCM OPP21.9K sharesnew addition2025-09-302025-10-24
VTV VANGUARD VALUE ETF5.3K shares3.10%2025-09-302025-10-24
SUB ISHARES SHORT TERM NTNL9.1K shares-0.42%2025-09-302025-10-24
TAIL CAMBRIA TAIL RISK ETF82.0K shares-27.64%2025-09-302025-10-24
TSM TAIWAN SEMICONDUCTOR M F3.5K shares12.53%2025-09-302025-10-24
IBIT ISHARES BITCOIN ETF14.7K shares2.91%2025-09-302025-10-24
IEI ISHARES 3-7 YEAR TRERY8.0K shares0.90%2025-09-302025-10-24
V VISA INC2.8K shares1.53%2025-09-302025-10-24
SHY ISHARES 1-3 YEAR TREASRY11.4K shares0.02%2025-09-302025-10-24
SCHG SCHWAB US LARGE CAP29.3K shares-6.37%2025-09-302025-10-24
GSEP FT VEST US EQT MDRT BFR19.1K shares90.50%2025-09-302025-10-24
ACWX ISHARES MSCI ACWI EX US14.0K shares101.52%2025-09-302025-10-24
SGOV ISHARES 0-3 MONTH8.9K shares0.19%2025-09-302025-10-24
BAI ISHARES AI INVATN AND25.0K shares257.79%2025-09-302025-10-24
OUNZ VANECK MERK GOLD ETF23.2K shares14.74%2025-09-302025-10-24
DGRO ISHARES CORE DIVIDEND12.4K shares-7.24%2025-09-302025-10-24
MUNI PIMCO INTRMEDIATE MUNI16.1K shares-0.74%2025-09-302025-10-24
TLH ISHARES 10-20 YEAR TSURY7.7K shares28.28%2025-09-302025-10-24
GIS GENERAL MILLS INC10.2K shares1542.54%2025-09-302025-10-24
QSPT FT VEST NASDAQ 10025.5K shares132.81%2025-09-302025-10-24
AGG ISHARES CORE US7.8K shares1.09%2025-09-302025-10-24
PG PROCTER & GAMBLE CO5.1K shares2.03%2025-09-302025-10-24
IBM IBM CORP2.8K shares-0.90%2025-09-302025-10-24
VXF VANGUARD EXTENDED MARKET3.7K shares-0.80%2025-09-302025-10-24
ORCL ORACLE CORP2.8K shares11.64%2025-09-302025-10-24
GAUG FT VEST US EQT MDRT BFR19.9K sharesnew addition2025-09-302025-10-24
ITA ISHARES US AEROSPACE3.4K shares133.56%2025-09-302025-10-24
CAG CONAGRA BRANDS INC18.5K shares18623.23%2025-09-302025-10-24
BAC BANK OF AMERICA CORP13.9K shares5.60%2025-09-302025-10-24
CGGR CAPITAL GROUP GROWTH14.5K shares46.87%2025-09-302025-10-24
KMB KIMBERLY CLARK CORP3.9K shares138.86%2025-09-302025-10-24
CGDV CAPITAL GROUP DIVIDEND14.8K shares39.14%2025-09-302025-10-24
SHV ISHARES SHORT TREASURY6.3K shares-4.22%2025-09-302025-10-24
AMD ADVANCED MICRO DEVIC4.3K shares-0.74%2025-09-302025-10-24
EPS WISDOMTREE US LARGECAP10.0K shares-6.36%2025-09-302025-10-24
EQL ALPS EQUAL SECTOR WEIGHT15.0K shares-18.40%2025-09-302025-10-24
BAC-PK BANK OF AMER 5.875 PFD27.3K shares-10.06%2025-09-302025-10-24
UBER UBER TECHNOLOGIES INC6.9K shares12.81%2025-09-302025-10-24
CGDG CAPITAL GROUP DIVIDEND17.5K shares40.12%2025-09-302025-10-24
KHC KRAFT HEINZ CO26.0K shares4688.42%2025-09-302025-10-24
BOND PIMCO ACTIVE BOND ETF7.3K shares1.16%2025-09-302025-10-24
GS GOLDMAN SACHS GROUP INC846 shares26.08%2025-09-302025-10-24
VEA VANGUARD FTSE DEVELOPED11.3K shares-65.21%2025-09-302025-10-24
QQQ INVSC QQQ TRUST SRS 11.1K shares2.63%2025-09-302025-10-24
NLR VANECK URANIUM AND4.8K shares1.26%2025-09-302025-10-24
IAU ISHARES GOLD ETF8.8K shares2.03%2025-09-302025-10-24
IUSG ISHARES CORE S&P US4.0K shares-11.66%2025-09-302025-10-24
CGUS CAPITAL GROUP CORE14.3K shares56.74%2025-09-302025-10-24
WMT WALMART INC6.2K shares6.53%2025-09-302025-10-24
BITO PROSHARES BITCOIN ETF30.2K shares68.60%2025-09-302025-10-24
PPA INVESCO AEROSPACE &3.8K shares29.87%2025-09-302025-10-24
JHML JOHN HANCOCK MLTIFACTR7.5K shares2.57%2025-09-302025-10-24
STIP ISHARES 0-5 YEAR TIPS5.7K shares7.83%2025-09-302025-10-24
LTC LTC PPTYS INC15.8K shares2.26%2025-09-302025-10-24
NFLX NETFLIX INC486 shares17.11%2025-09-302025-10-24
SCCO SOUTHERN COPPER CORP4.8K shares7444.44%2025-09-302025-10-24
CGGO CAPITAL GROUP GLOBAL14.5K shares59.11%2025-09-302025-10-24
HD HOME DEPOT INC1.4K shares6.88%2025-09-302025-10-24
SMCI SUPER MICRO COMPUTER INC11.7K shares11.29%2025-09-302025-10-24
RAAX VANECK REAL ASSETS ETF16.2K shares33.43%2025-09-302025-10-24
CRWD CROWDSTRIKE HLDGS INC1.1K shares-13.94%2025-09-302025-10-24
CI THE CIGNA GROUP1.9K shares19.99%2025-09-302025-10-24
CGMM CAPITAL GROUP US SM AND16.4K shares60.60%2025-09-302025-10-24
BINC ISHARES FLEXIBLE INCME9.7K shares80.29%2025-09-302025-10-24
CTA SIMPLIFY MANAGED FUTURS18.6K shares-2.97%2025-09-302025-10-24
CLX CLOROX CO4.2K shares1156.80%2025-09-302025-10-24
GE GE AEROSPACE1.7K shares5.32%2025-09-302025-10-24
IWM ISHARES RUSSELL 20002.2K shares-0.09%2025-09-302025-10-24
KMLM KRANESHARES MOUNT LCS18.7K shares-4.04%2025-09-302025-10-24
SPHQ INVESCO S&P 500 QUALITY7.0K shares-3.42%2025-09-302025-10-24
SCHP SCHWAB US TIPS ETF19.1K shares2.01%2025-09-302025-10-24
NEAR ISHARES SHORT DURATN BND31.9K shares-28.60%2025-09-302025-10-24
IWS ISHARES RUSSELL MID CAP3.6K shares52.79%2025-09-302025-10-24
MCD MCDONALDS CORP1.6K shares-2.90%2025-09-302025-10-24
SPYV SPDR S&P 500 VALUE ETF8.8K shares0.00%2025-09-302025-10-24
IWP ISHARES RUSSELL MID CAP3.3K shares72.00%2025-09-302025-10-24
PANW PALO ALTO NETWORKS INC2.3K shares-30.29%2025-09-302025-10-24
MRK MERCK & CO. INC.5.7K shares186.18%2025-09-302025-10-24
CGCP CAPITAL GROUP CORE PLUS17.8K shares36.03%2025-09-302025-10-24
CAT CATERPILLAR INC962 shares57.19%2025-09-302025-10-24
RSST RETURN STACKED US STK17.1K shares-9.03%2025-09-302025-10-24
DHR DANAHER CORP2.3K shares-26.74%2025-09-302025-10-24
MA MASTERCARD INC781 shares11.89%2025-09-302025-10-24
QLTA ISHARES AAA A RATED COR9.1K sharesnew addition2025-09-302025-10-24
T AT&T INC15.7K shares7.84%2025-09-302025-10-24
CLOA ISHARES AAA CLO ACTIVE8.5K sharesnew addition2025-09-302025-10-24
JMST JPMORGAN ULTRA SHRT8.6K shares10.59%2025-09-302025-10-24
ABT ABBOTT LABS3.3K shares-5.47%2025-09-302025-10-24
VYMI VANGUARD INTERNATNL HGH5.1K shares-1.74%2025-09-302025-10-24
BXSL BLACKSTONE SECD LENDING16.4K shares19.18%2025-09-302025-10-24
NOBL PROSHARES S&P 500 DIV4.1K shares0.02%2025-09-302025-10-24
COF-PJ CAPITAL ONE FI 4.8 PFD23.1K shares-25.24%2025-09-302025-10-24
IGLB ISHRS 10 YR INVEST GRADE8.2K shares-0.24%2025-09-302025-10-24
KO THE COCA-COLA CO6.3K shares-8.56%2025-09-302025-10-24
PTBD PACER TRENDPILOT US BOND20.9K shares-7.56%2025-09-302025-10-24
DPZ DOMINOS PIZZA INC961 shares1713.21%2025-09-302025-10-24
IESC IES HLDGS INC1.0K shares45.94%2025-09-302025-10-24
JMUB JPMORGAN MUNICIPAL ETF8.2K shares-82.92%2025-09-302025-10-24
MBB ISHARES MBS ETF4.1K shares-3.50%2025-09-302025-10-24
AGGY WISDOMTREE YIELD ENHNC U9.2K shares-5.50%2025-09-302025-10-24
SPGI S&P GLOBAL INC832 shares-9.47%2025-09-302025-10-24
JGLO JPMORGAN GLOBAL SELECT6.0K shares-4.12%2025-09-302025-10-24
TEQI T ROWE PRICE EQUITY9.2K sharesnew addition2025-09-302025-10-24
IGV ISHARES EXPANDED TECH3.5K shares-8.50%2025-09-302025-10-24
MPLX MPLX LP LP8.0K shares10.02%2025-09-302025-10-24
VZ VERIZON COMMUNICATIONS I9.0K shares8.97%2025-09-302025-10-24
SNOW SNOWFLAKE INC1.7K shares-2.96%2025-09-302025-10-24
GEV GE VERNOVA INC632 shares6.04%2025-09-302025-10-24
WTW WILLIS TOWERS WATSON P F1.1K shares0.45%2025-09-302025-10-24
USMF WISDOMTREE US7.5K shares-5.49%2025-09-302025-10-24
DBMF IMGP DBI MANAGED FUTURES14.1K shares-4.42%2025-09-302025-10-24
ETN EATON CORP PLC F1.0K shares4.19%2025-09-302025-10-24
CIBR FIRST TRUST NASDAQ5.0K shares5.84%2025-09-302025-10-24
BSJV INVESCO BLLTSHRS 203113.9K sharesnew addition2025-09-302025-10-24
BSJU INVESCO BULLET 2030 HIGH14.2K sharesnew addition2025-09-302025-10-24
DIS DISNEY WALT CO3.2K shares74.81%2025-09-302025-10-24
QQQY DEFIANCE NAS 100 EHD OPT14.4K shares20.14%2025-09-302025-10-24
LOW LOWES COS INC1.5K shares7.31%2025-09-302025-10-24
EIX EDISON INTL6.7K shares71.58%2025-09-302025-10-24
TXUE THORNBURG INTERNATIONAL12.1K shares791.91%2025-09-302025-10-24
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CGIB CAPITAL GROUP INTRNL11.2K shares52.92%2025-09-302025-10-24
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JFR NUVEEN FLOATING RATE INC40.0K shares9.75%2025-09-302025-10-24
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CALF PACER US SMALL CAP CASH7.2K shares0.00%2025-09-302025-10-24
UNH UNITEDHEALTH GROUP INC915 shares-22.78%2025-09-302025-10-24
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TJX TJX COS INC NEW1.9K shares4.92%2025-09-302025-10-24
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SCHW CHARLES SCHWAB CORP2.9K shares18.20%2025-09-302025-10-24
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DFUV DIMENSIONAL US6.1K shares0.00%2025-09-302025-10-24
BSCS INVESCO BULLETSHARS 202813.1K shares675.95%2025-09-302025-10-24
HOOD ROBINHOOD MKTS INC1.9K shares5.45%2025-09-302025-10-24
SO SOUTHERN CO2.8K shares7.38%2025-09-302025-10-24
CGNG CAPITAL GROUP NEW GEOGRP7.5K shares50.63%2025-09-302025-10-24
WTV WISDOMTREE U S VALUE2.9K shares-3.58%2025-09-302025-10-24
ETHO AMPLIFY ETHO CLIMATE LDR4.1K shares0.00%2025-09-302025-10-24
NEE NEXTERA ENERGY INC3.4K shares-24.41%2025-09-302025-10-24
BNY BLACKROCK NY MUNICIPAL I25.2K shares1.08%2025-09-302025-10-24
XLI SELECT SECTOR INDUSTRIAL1.6K shares0.00%2025-09-302025-10-24
SPEM SPDR INDEX SHARES EMERG5.4K shares-6.52%2025-09-302025-10-24
VRT VERTIV HLDGS CO1.7K shares5.09%2025-09-302025-10-24
XLF SELECT STR FINANCIAL4.6K shares125.35%2025-09-302025-10-24
NKE NIKE INC3.6K shares3.53%2025-09-302025-10-24
NEU NEWMARKET CORP300 shares0.00%2025-09-302025-10-24
TIP ISHARES TIPS BOND ETF2.2K shares-1.34%2025-09-302025-10-24
GRNY FUNDSTRAT GRANNY SHT US9.8K sharesnew addition2025-09-302025-10-24
BLK BLACKROCK INC NEW208 shares4.00%2025-09-302025-10-24
BA BOEING CO1.1K shares16.39%2025-09-302025-10-24
LRCX LAM RESH CORP1.8K shares7.70%2025-09-302025-10-24
FSCO FS CREDIT OPPORTUNITIES34.8K shares-13.17%2025-09-302025-10-24
IEFA ISHARES CORE MSCI EAFE2.7K shares3.22%2025-09-302025-10-24
BND VANGUARD TOTAL BOND3.2K shares4.17%2025-09-302025-10-24
SCHZ SCHWAB US AGGREGATE BOND10.1K shares7.82%2025-09-302025-10-24
CINF CINCINNATI FINL CORP1.5K shares-1.39%2025-09-302025-10-24
WFC WELLS FARGO & CO2.8K shares-39.49%2025-09-302025-10-24
VSS VGRD FTSE ALL WRLD EX US1.6K shares-9.31%2025-09-302025-10-24
BNDX VANGUARD TOTAL4.7K shares1.63%2025-09-302025-10-24
CTAS CINTAS CORP1.1K shares0.63%2025-09-302025-10-24
FAST FASTENAL CO4.7K shares77.80%2025-09-302025-10-24
ATO ATMOS ENERGY CORP1.3K shares-0.81%2025-09-302025-10-24
KTOS KRATOS DEFENSE & SEC SOL2.5K shares2.88%2025-09-302025-10-24
EMR EMERSON ELEC CO1.7K shares65.19%2025-09-302025-10-24
BSCX INVESCO BULLETSHARES10.5K sharesnew addition2025-09-302025-10-24
BSCW INVESCO BULLETSHS 203210.8K sharesnew addition2025-09-302025-10-24
BSCT INVSC BLTSHRS 2029 CORP11.9K sharesnew addition2025-09-302025-10-24
JHMM JOHN HANCOCK MULTIFCTR3.4K shares2.47%2025-09-302025-10-24
SPHD INVESCO S&P 500 HIGH4.5K shares0.00%2025-09-302025-10-24
TRV TRAVELERS COS INC791 shares1.93%2025-09-302025-10-24
ILCG ISHARES MORNINGSTAR2.0K sharesnew addition2025-09-302025-10-24
HTGC HERCULES CAP INC11.4K shares-2.82%2025-09-302025-10-24
O REALTY INCOME CORP3.5K shares2.82%2025-09-302025-10-24
ES EVERSOURCE ENERGY3.0K shares89.23%2025-09-302025-10-24
MDT MEDTRONIC PLC F2.3K shares11.93%2025-09-302025-10-24
MUST COLUMBIA MULTI SECTOR10.4K shares0.00%2025-09-302025-10-24
FNDA SCHWAB FUNDAMNTL US SML6.8K shares-2.80%2025-09-302025-10-24
PSA-PF PUBLIC STORAG 5.15 PFD9.2K shares-35.17%2025-09-302025-10-24
QCOM QUALCOMM INC1.3K shares14.20%2025-09-302025-10-24
WM WASTE MGMT INC DEL946 shares-5.21%2025-09-302025-10-24
GWW GRAINGER W W INC215 shares69.29%2025-09-302025-10-24
RSG REPUBLIC SVCS INC899 shares5.76%2025-09-302025-10-24
QDEC FT VEST NASDAQ 1006.6K shares-30.89%2025-09-302025-10-24
TDY TELEDYNE TECHNOLOGIES IN350 shares-36.71%2025-09-302025-10-24
PEP PEPSICO INC1.4K shares-6.36%2025-09-302025-10-24
IJS ISHARES S&P SMALL CAP1.8K shares1.28%2025-09-302025-10-24
USIG ISHARES BRD USD INV GRD3.8K shares0.57%2025-09-302025-10-24
TTE TOTALENERGIES SE F3.3K shares-11.90%2025-09-302025-10-24
HON HONEYWELL INTL INC921 shares31.57%2025-09-302025-10-24
ED CONSOLIDATED EDISON INC1.9K shares6.26%2025-09-302025-10-24
VYM VANGUARD HIGH DIVIDEND1.4K shares0.00%2025-09-302025-10-24
OUSA ALPS O SHARES U S QLTY3.4K shares-11.44%2025-09-302025-10-24
WFC-PZ WELLS FARGO & 4.75 PFD11.8K shares-29.85%2025-09-302025-10-24
BRO BROWN & BROWN INC2.0K shares2.61%2025-09-302025-10-24
EQT EQT CORP3.5K shares15.94%2025-09-302025-10-24
HIG HARTFORD INS GROUP INC1.4K shares8.28%2025-09-302025-10-24
ARCC ARES CAP CORP EQUITY9.1K shares-50.85%2025-09-302025-10-24
NTR NUTRIEN LTD F3.1K shares5454.55%2025-09-302025-10-24
KMI KINDER MORGAN INC DEL6.3K shares0.70%2025-09-302025-10-24
CME CME GROUP INC655 shares0.31%2025-09-302025-10-24
NOW SERVICENOW INC192 shares19.25%2025-09-302025-10-24
DLR DIGITAL RLTY TR INC1.0K shares1.50%2025-09-302025-10-24
OPP RIVERNORTH DOUBLLINE STR20.5K shares-2.99%2025-09-302025-10-24
VST VISTRA CORP891 shares20.08%2025-09-302025-10-24
ACN ACCENTURE PLC IRELAND F704 shares-6.63%2025-09-302025-10-24
RTX RTX CORP1.0K shares-75.82%2025-09-302025-10-24
CL COLGATE PALMOLIVE CO2.1K shares-1.25%2025-09-302025-10-24
ISRG INTUITIVE SURGICAL INC380 shares-16.67%2025-09-302025-10-24
BSV VANGUARD SHORT-TERM BOND2.1K shares0.86%2025-09-302025-10-24
MELI MERCADOLIBRE INC71 shares5.97%2025-09-302025-10-24
WPM WHEATON PRECIOUS METAL F1.5K shares0.00%2025-09-302025-10-24
BSMS INVESCO BLETSHS 20286.8K shares705.88%2025-09-302025-10-24
APD AIR PRODS & CHEMS INC587 shares-34.04%2025-09-302025-10-24
AMT AMERICAN TOWER CORP NEW829 shares1.47%2025-09-302025-10-24
MINT PIMCO ENHANCED SHRT1.6K shares46.43%2025-09-302025-10-24
FXH FIRST TRUST HEALTH CARE1.4K shares0.00%2025-09-302025-10-24
ETR ENTERGY CORP NEW1.7K shares17.43%2025-09-302025-10-24
CB CHUBB LTD F549 shares-38.38%2025-09-302025-10-24
ASTS AST SPACEMOBILE INC3.1K shares5.18%2025-09-302025-10-24
WAB WABTEC771 shares50.59%2025-09-302025-10-24
SCHR SCHWAB INTERMEDIATE TERM6.1K shares0.00%2025-09-302025-10-24
SHW SHERWIN-WILLIAMS CO439 shares162.87%2025-09-302025-10-24
SH PROSHARES SHORT S&P 5004.1K shares-85.51%2025-09-302025-10-24
FVD FIRST TRUST VALUE3.3K shares0.00%2025-09-302025-10-24
HWM HOWMET AEROSPACE INC766 shares16.41%2025-09-302025-10-24
MSI MOTOROLA SOLUTIONS INC328 shares3.14%2025-09-302025-10-24
SPG SIMON PPTY GROUP INC NEW798 shares6.97%2025-09-302025-10-24
SBUX STARBUCKS CORP1.8K shares-1.79%2025-09-302025-10-24
AZO AUTOZONE INC34 shares6.25%2025-09-302025-10-24
VRP INVSC VARIABLE RATE5.9K shares0.00%2025-09-302025-10-24
FBTC FIDELITY WISE ORIGIN1.5K shares33.95%2025-09-302025-10-24
ASML ASML HLDG N V F148 shares-23.71%2025-09-302025-10-24
VGT VANGUARD INFORMATION191 shares0.00%2025-09-302025-10-24
AXP AMERICAN EXPRESS CO428 shares23.70%2025-09-302025-10-24
VXUS VANGUARD TOTAL1.9K shares5.02%2025-09-302025-10-24
BSMY INVESCO BULLETSHS 20345.8K sharesnew addition2025-09-302025-10-24
BSMW INVES BULLTSHS 2032 MUNI5.7K sharesnew addition2025-09-302025-10-24
CSCO CISCO SYS INC2.1K shares0.59%2025-09-302025-10-24
BSMT INVESCO BLETSHS 20296.1K sharesnew addition2025-09-302025-10-24
BSMV INVESCO BULLTSHR 20316.7K sharesnew addition2025-09-302025-10-24
SPIP SPDR PORTFOLIO TIPS ETF5.3K sharesnew addition2025-09-302025-10-24
BSSX INVESCO BULLETSHARES5.5K sharesnew addition2025-09-302025-10-24
BSMU INVESCO BULLSHR 2030 MUP6.4K sharesnew addition2025-09-302025-10-24
TMUS T-MOBILE US INC585 shares9.96%2025-09-302025-10-24
WISE THEMES GENRTVE ARTFCL3.2K shares56.10%2025-09-302025-10-24
XLV SELECT SECTOR HEALTH1.0K shares7.30%2025-09-302025-10-24
AEP AMERICAN ELEC PWR CO INC1.2K shares4.33%2025-09-302025-10-24
LNG CHENIERE ENERGY INC586 shares5.21%2025-09-302025-10-24
DGRS WISDMTRE US SMLCP QLT2.8K shares-4.90%2025-09-302025-10-24
TEM TEMPUS AI INC1.7K shares90.86%2025-09-302025-10-24
KVUE KENVUE INC8.3K shares-0.73%2025-09-302025-10-24
BX BLACKSTONE INC785 shares23.62%2025-09-302025-10-24
JHEM JOHN HANCOCK MLTFCTR4.2K shares3.65%2025-09-302025-10-24
NET CLOUDFLARE INC615 shares23.49%2025-09-302025-10-24
DLN WISDOMTREE US LARGECAP1.5K shares0.00%2025-09-302025-10-24
RDVI FT VEST RISING DIV5.0K shares0.00%2025-09-302025-10-24
SPTS SPDR SHORT TERM TREASURY4.4K sharesnew addition2025-09-302025-10-24
MDLZ MONDELEZ INTL INC2.0K shares-6.86%2025-09-302025-10-24
CHRW C H ROBINSON WORLDWIDE I950 shares-46.87%2025-09-302025-10-24
VBK VANGUARD SMALL CAP420 shares2.44%2025-09-302025-10-24
ROP ROPER TECHNOLOGIES INC250 shares4.60%2025-09-302025-10-24
BKNG BOOKING HLDGS INC23 shares9.52%2025-09-302025-10-24
YUM YUM BRANDS INC807 shares2.67%2025-09-302025-10-24
CRM SALESFORCE INC516 shares-37.76%2025-09-302025-10-24
ADBE ADOBE INC346 shares2.98%2025-09-302025-10-24
PFE PFIZER INC4.8K shares18.86%2025-09-302025-10-24
NBIS NEBIUS GROUP N V A F1.1K shares41.05%2025-09-302025-10-24
JEMA JPMORGAN ACTIVEBLD EMRG2.5K shares-5.80%2025-09-302025-10-24
UNP UNION PAC CORP504 shares5.00%2025-09-302025-10-24
WELL WELLTOWER INC662 shares13.94%2025-09-302025-10-24
PH PARKER-HANNIFIN CORP154 shares5.48%2025-09-302025-10-24
RWJ INVESCO S&P SMALLCAP 6002.4K sharesnew addition2025-09-302025-10-24
SDVY FIRST TRUST SMID CAP3.0K shares0.00%2025-09-302025-10-24
EXC EXELON CORP2.6K shares2.73%2025-09-302025-10-24
QSIG WISDOMTREE US SHORT TERM2.3K shares-4.14%2025-09-302025-10-24
STAA STAAR SURGICAL CO4.2K shares-35.49%2025-09-302025-10-24
VOE VANGUARD MID CAP VALUE640 shares-5.04%2025-09-302025-10-24
CMG CHIPOTLE MEXICAN GRILL I2.8K shares-2.39%2025-09-302025-10-24
TT TRANE TECHNOLOGIES PLC F262 shares47.19%2025-09-302025-10-24
IGSB ISHARES TR IS 1-5 YR IN2.1K shares-2.29%2025-09-302025-10-24
INDS PACER INDUSTRIAL REAL2.9K shares0.68%2025-09-302025-10-24
IRM IRON MTN INC NEW1.1K shares-11.24%2025-09-302025-10-24
SPYG SPDR S&P 500 GROWTH ETF1.0K shares0.00%2025-09-302025-10-24
JHCB JOHN HANCOCK CORPORATE4.8K shares4.08%2025-09-302025-10-24
PSX PHILLIPS 66763 shares-20.35%2025-09-302025-10-24
DCOMP DIME COMMUNITY 5.5 PFD5.4K shares-21.74%2025-09-302025-10-24
WPC W P CAREY INC1.5K shares1.33%2025-09-302025-10-24
FEP FIRST TRUST EUROPE2.0K shares0.00%2025-09-302025-10-24
INTC INTEL CORP3.0K shares4.32%2025-09-302025-10-24
THG HANOVER INS GROUP INC560 shares0.00%2025-09-302025-10-24
JHHY JOHN HANCOCK HIGH YIELD3.9K shares4.36%2025-09-302025-10-24
MMM 3M CO648 shares55.40%2025-09-302025-10-24
XAR SPDR S&P AEROSPACE427 shares-2.95%2025-09-302025-10-24
APP APPLOVIN CORP139 shares31.13%2025-09-302025-10-24
MKC MCCORMICK & CO INC1.5K shares0.40%2025-09-302025-10-24
IBMN ISHARES IBND DEC 20253.7K shares0.00%2025-09-302025-10-24
SHOP SHOPIFY INC F664 shares9.21%2025-09-302025-10-24
CHGX1 EA SRS TRUST STNC3.6K shares0.00%2025-09-302025-10-24
ANET ARISTA NETWORKS INC675 shares13.07%2025-09-302025-10-24
DTH WISDOMTREE INTERNATIONAL2.0K shares0.00%2025-09-302025-10-24
COP CONOCOPHILLIPS1.0K shares-2.17%2025-09-302025-10-24
ADME APTUS DRAWDOWN MANAGED1.9K shares-48.76%2025-09-302025-10-24
AIRR FT RBA AMERICAN IND1.4K shares-17.14%2025-09-302025-10-24
KR KROGER CO1.4K shares1.71%2025-09-302025-10-24
EDOW FIRST TRUST DOW 30 EQUAL2.4K shares0.00%2025-09-302025-10-24
VRTX VERTEX PHARMACEUTICALS I246 shares-1.60%2025-09-302025-10-24
AEO AMERICAN EAGLE OUTFITTER5.6K shares-36.03%2025-09-302025-10-24
ESS ESSEX PPTY TR INC360 shares-46.51%2025-09-302025-10-24
ULTA ULTA BEAUTY INC176 shares15.03%2025-09-302025-10-24
ERIE ERIE INDTY CO301 shares-4.14%2025-09-302025-10-24
MWA MUELLER WATER PRODUC3.8K shares-6.25%2025-09-302025-10-24
AJG GALLAGHER ARTHUR J & CO308 shares27.80%2025-09-302025-10-24
ESAB ESAB CORP850 shares-28.15%2025-09-302025-10-24
COPX GLOBAL X COPPER MINERS1.6K shares42.53%2025-09-302025-10-24
VEEV VEEVA SYS INC315 shares0.00%2025-09-302025-10-24
CHD CHURCH & DWIGHT INC1.1K shares0.85%2025-09-302025-10-24
MU MICRON TECHNOLOGY INC552 shares6.77%2025-09-302025-10-24
BABA ALIBABA GROUP HLDG LTD F516 shares22.27%2025-09-302025-10-24
DUK DUKE ENERGY CORP NEW745 shares10.37%2025-09-302025-10-24
VLTO VERALTO CORP860 shares-49.97%2025-09-302025-10-24
ABR ARBOR RLTY TR INC7.5K shares0.00%2025-09-302025-10-24
NUE NUCOR CORP665 shares2.78%2025-09-302025-10-24
FCX FREEPORT-MCMORAN INC2.3K shares17.97%2025-09-302025-10-24
CCJ CAMECO CORP F1.1K shares7.46%2025-09-302025-10-24
XLU SELECT SECTOR UTI SELECT1.0K shares-79.94%2025-09-302025-10-24
WSM WILLIAMS SONOMA INC455 shares52.17%2025-09-302025-10-24
AMCR AMCOR PLC F10.8K shares5.65%2025-09-302025-10-24
EEM ISHARES TR MSCI EMERGING MKTS INDEX FD1.6K shares0.00%2025-09-302025-10-24
BEN FRANKLIN RES INC3.8K shares3446.23%2025-09-302025-10-24
FETH FIDELITY ETHEREUM FUND2.0K sharesnew addition2025-09-302025-10-24
DASH DOORDASH INC311 shares31.78%2025-09-302025-10-24
SRE SEMPRA934 shares4.47%2025-09-302025-10-24
INSM INSMED INC583 shares104.56%2025-09-302025-10-24
HCA HCA HEALTHCARE INC196 shares38.03%2025-09-302025-10-24
SYK STRYKER CORP226 shares86.78%2025-09-302025-10-24
MS MORGAN STANLEY517 shares23.98%2025-09-302025-10-24
Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available