The Analysis of ORG Wealth Partners, LLC's Holdings
Currently, ORG Wealth Partners, LLC holds 650 types of securities in its portfolio with a total value $470.3M. In the most recent quarter, they have increased their positions in ARR (+315.0K shares, valued at $4.7M), CORZ (+128.3K shares, valued at $2.3M), IONQ (+30.1K shares, valued at $1.8M); decreased their positions in CORZW (-250.0K shares, valued at $2.9M), AGNC (-135.0K shares, valued at $1.3M), WDAY (-4.9K shares, valued at $1.2M); initiated new positions in ARR (+315.0K shares, valued at $4.7M), GSSC (+12.6K shares, valued at $944.5K), AZO (+67 shares, valued at $287.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
CORZ CORE SCIENTIFIC INC7.3M shares1.79%2025-09-302025-10-24
CORZW CORE SCIENTIFIC INC NEW WT EXP TRANCHE 14.6M shares-5.20%2025-09-302025-10-24 BRK.A BERKSHIRE HATHAWAY INC DEL CL A22 shares0.00%2025-09-302025-10-24 BRK.B BERKSHIRE HATHAWAY27.2K shares3.46%2025-09-302025-10-24 NVDA NVIDIA CORP54.6K shares10.84%2025-09-302025-10-24 AAPL APPLE INC32.9K shares17.27%2025-09-302025-10-24 ET ENERGY TRANSFER L P LP406.8K shares0.36%2025-09-302025-10-24 AMZN AMAZON.COM INC27.8K shares8.54%2025-09-302025-10-24 XOM EXXON MOBIL CORP53.8K shares5.74%2025-09-302025-10-24 ABT ABBOTT LABS43.8K shares4.95%2025-09-302025-10-24 MSFT MICROSOFT CORP10.9K shares30.20%2025-09-302025-10-24 PLTR PALANTIR TECHNOLOGIES IN30.6K shares-5.54%2025-09-302025-10-24 ABBV ABBVIE INC22.1K shares13.98%2025-09-302025-10-24 CFIT CAMBRIA FIXED INCOME201.3K shares22.99%2025-09-302025-10-24 ARR ARMOUR RESIDENTIAL REIT INC COM PAR $0 001315.0K sharesnew addition2025-09-302025-10-24 JPST JPMORGAN ULTRA SHORT84.1K shares-7.10%2025-09-302025-10-24 SGOV ISHARES 0-3 MONTH41.5K shares-8.47%2025-09-302025-10-24 JPM JPMORGAN CHASE & CO12.7K shares16.81%2025-09-302025-10-24 GOOG ALPHABET INC15.4K shares-2.99%2025-09-302025-10-24 KTOS KRATOS DEFENSE & SEC SOL39.3K shares-5.59%2025-09-302025-10-24 TSLA TESLA INC7.3K shares3.76%2025-09-302025-10-24 IBM IBM CORP10.9K shares1.64%2025-09-302025-10-24 SHOP SHOPIFY INC F20.3K shares-5.10%2025-09-302025-10-24 HD HOME DEPOT INC6.6K shares19.49%2025-09-302025-10-24 GOOGL ALPHABET INC10.2K shares67.79%2025-09-302025-10-24 URI UNITED RENTALS INC2.6K shares5.80%2025-09-302025-10-24 KYN KAYNE ANDERSON ENERGY IN187.9K shares38.14%2025-09-302025-10-24 COST COSTCO WHSL CORP NEW2.3K shares19.34%2025-09-302025-10-24 IEF ISHARES 7-10 YEAR TRSURY21.6K shares1.09%2025-09-302025-10-24 IEFA ISHARES CORE MSCI EAFE23.8K shares8.24%2025-09-302025-10-24 EPD ENTERPRISE PRODS PART LP65.9K shares0.48%2025-09-302025-10-24 PHYS SPROTT PHYSICAL GOLD ETV69.3K shares0.38%2025-09-302025-10-24 WMT WALMART INC19.6K shares33.98%2025-09-302025-10-24 BABA ALIBABA GROUP HLDG LTD F11.1K shares1.37%2025-09-302025-10-24 SCCO SOUTHERN COPPER CORP15.6K shares2.67%2025-09-302025-10-24 IONQ IONQ INC30.7K shares4625.08%2025-09-302025-10-24 CRWD CROWDSTRIKE HLDGS INC3.8K shares8.05%2025-09-302025-10-24 ORCL ORACLE CORP6.3K shares10.12%2025-09-302025-10-24 IUSB ISHARES TOTAL USD BOND37.3K shares-13.81%2025-09-302025-10-24 EQT EQT CORP31.9K shares71.35%2025-09-302025-10-24 AMGN AMGEN INC6.0K shares3.82%2025-09-302025-10-24 DIVO AMPLIFY CWP ENHANCED DIV37.7K shares-0.81%2025-09-302025-10-24 PFE PFIZER INC63.6K shares-0.02%2025-09-302025-10-24 AVGO BROADCOM INC4.9K shares236.12%2025-09-302025-10-24 V VISA INC4.6K shares36.88%2025-09-302025-10-24 NOBL PROSHARES S&P 500 DIV14.9K shares465.11%2025-09-302025-10-24 XOP SPDR S&P OIL & GAS EXPL11.6K shares0.46%2025-09-302025-10-24 HON HONEYWELL INTL INC7.2K shares5.06%2025-09-302025-10-24 MBB ISHARES MBS ETF15.9K shares-4.08%2025-09-302025-10-24 SNOW SNOWFLAKE INC6.7K shares-2.01%2025-09-302025-10-24 IJR ISHARES CORE S&P SMALL11.2K shares9.05%2025-09-302025-10-24 OKTA OKTA INC14.4K shares2.72%2025-09-302025-10-24 CTA SIMPLIFY MANAGED FUTURS46.0K shares8.15%2025-09-302025-10-24 CAT CATERPILLAR INC2.7K shares-4.57%2025-09-302025-10-24 CAH CARDINAL HEALTH INC7.9K shares5.42%2025-09-302025-10-24 NFLX NETFLIX INC1.0K shares-14.70%2025-09-302025-10-24 PDBC INVSC ACTVLY MNG OPTM YD90.9K shares-0.34%2025-09-302025-10-24 RGTI RIGETTI COMPUTING INC39.6K shares244.26%2025-09-302025-10-24 EOG EOG RES INC10.4K shares2.19%2025-09-302025-10-24 RQI COHEN STEERS QUAL INCOME93.4K shares4.16%2025-09-302025-10-24 VG VENTURE GLOBAL INC81.6K shares9.78%2025-09-302025-10-24 PWS PACER WEALTHSHIELD ETF35.7K shares60.70%2025-09-302025-10-24 QCOM QUALCOMM INC6.8K shares-0.80%2025-09-302025-10-24 VZ VERIZON COMMUNICATIONS I25.5K shares6.26%2025-09-302025-10-24 EMXC ISHARES MSCI EMERGING16.2K shares25.97%2025-09-302025-10-24 CVX CHEVRON CORP NEW6.9K shares71.26%2025-09-302025-10-24 LLY ELI LILLY AND CO1.4K shares14.65%2025-09-302025-10-24 PTBD PACER TRENDPILOT US BOND52.2K shares1.56%2025-09-302025-10-24 MA MASTERCARD INC1.8K shares4.32%2025-09-302025-10-24 MCD MCDONALDS CORP3.4K shares11.48%2025-09-302025-10-24 IWF ISHARES RUSSELL 10002.2K shares382.74%2025-09-302025-10-24 IJH ISHARES CORE S&P MID CAP15.6K shares1.56%2025-09-302025-10-24 NTNX NUTANIX INC13.7K shares2.71%2025-09-302025-10-24 IVV ISHARES CORE S&P 5001.5K shares-0.27%2025-09-302025-10-24 GSSC GLDMN SCH ACTVBETA US12.6K sharesnew addition2025-09-302025-10-24 SPY SPDR S&P 500 ETF1.4K shares7.63%2025-09-302025-10-24 JNJ JOHNSON & JOHNSON5.0K shares131.15%2025-09-302025-10-24 ADP AUTOMATIC DATA PROCESSIN3.0K shares8.04%2025-09-302025-10-24 AFL AFLAC INC7.9K shares-2.67%2025-09-302025-10-24 DGRO ISHARES CORE DIVIDEND12.7K shares14.35%2025-09-302025-10-24 KMI KINDER MORGAN INC DEL30.0K shares12.38%2025-09-302025-10-24 VTI VANGUARD TOTAL STOCK2.6K shares0.00%2025-09-302025-10-24 AXP AMERICAN EXPRESS CO2.5K shares134.22%2025-09-302025-10-24 KMLM KRANESHARES MOUNT LCS30.3K shares-0.04%2025-09-302025-10-24 IUSG ISHARES CORE S&P US4.9K shares15.14%2025-09-302025-10-24 FSTR FOSTER L B CO29.5K shares0.00%2025-09-302025-10-24 DBMF IMGP DBI MANAGED FUTURES27.2K shares-2.52%2025-09-302025-10-24 ES EVERSOURCE ENERGY10.4K shares37.96%2025-09-302025-10-24 ATO ATMOS ENERGY CORP4.2K shares-8.60%2025-09-302025-10-24 LIN LINDE PLC F1.5K shares184.54%2025-09-302025-10-24 CINF CINCINNATI FINL CORP4.5K shares-10.77%2025-09-302025-10-24 ECL ECOLAB INC2.6K shares-1.54%2025-09-302025-10-24 FAST FASTENAL CO13.9K shares30.14%2025-09-302025-10-24 JEPI JPMORGAN EQUITY PREMIUM11.8K shares0.42%2025-09-302025-10-24 PNR PENTAIR PLC F6.0K shares-10.26%2025-09-302025-10-24 SHW SHERWIN-WILLIAMS CO1.9K shares-10.89%2025-09-302025-10-24 META META PLATFORMS INC895 shares2.99%2025-09-302025-10-24 O REALTY INCOME CORP10.8K shares41.99%2025-09-302025-10-24 EMR EMERSON ELEC CO4.9K shares50.05%2025-09-302025-10-24 CTAS CINTAS CORP3.1K shares-7.41%2025-09-302025-10-24 QUAL ISHARES MSCI USA QLTY3.3K shares688.49%2025-09-302025-10-24 MTUM ISHARES MSCI USA MOMNTUM2.4K shares-1.22%2025-09-302025-10-24 CQP CHENIERE ENERGY PARTN LP11.4K shares-18.44%2025-09-302025-10-24 RTX RTX CORP3.7K shares13.77%2025-09-302025-10-24 ED CONSOLIDATED EDISON INC6.1K shares3.28%2025-09-302025-10-24 GS GOLDMAN SACHS GROUP INC758 shares19.18%2025-09-302025-10-24 NOW SERVICENOW INC653 shares0.31%2025-09-302025-10-24 VWO VANGUARD FTSE EMERGING11.1K shares18.76%2025-09-302025-10-24 CRM SALESFORCE INC2.5K shares-6.78%2025-09-302025-10-24 ITW ILLINOIS TOOL WKS INC2.2K shares71.69%2025-09-302025-10-24 KO THE COCA-COLA CO8.7K shares7.14%2025-09-302025-10-24 MHF WESTERN ASSET MUNICIPAL79.4K shares0.79%2025-09-302025-10-24 SPG SIMON PPTY GROUP INC NEW2.9K shares-1.21%2025-09-302025-10-24 BRO BROWN & BROWN INC5.9K shares-3.91%2025-09-302025-10-24 AGG ISHARES CORE US5.4K shares0.55%2025-09-302025-10-24 VOO VANGUARD S&P 500 ETF888 shares5.59%2025-09-302025-10-24 MO ALTRIA GROUP INC8.2K shares14.21%2025-09-302025-10-24 MTSI MACOM TECHNOLOGY SOLUTIO4.3K shares-0.92%2025-09-302025-10-24 SPGI S&P GLOBAL INC1.1K shares-2.16%2025-09-302025-10-24 EFV ISHARES MSCI EAFE VALUE7.7K shares11.32%2025-09-302025-10-24 MSCI MSCI INC912 shares4.23%2025-09-302025-10-24 SDY SPDR S&P DIVIDEND ETF3.6K shares0.11%2025-09-302025-10-24 SBUX STARBUCKS CORP5.9K shares0.51%2025-09-302025-10-24 PG PROCTER & GAMBLE CO3.3K shares-8.14%2025-09-302025-10-24 RSST RETURN STACKED US STK18.8K shares22.42%2025-09-302025-10-24 TXN TEXAS INSTRS INC2.7K shares3137.35%2025-09-302025-10-24 VST VISTRA CORP2.5K shares0.12%2025-09-302025-10-24 ZTS ZOETIS INC3.3K shares-20.15%2025-09-302025-10-24 APD AIR PRODS & CHEMS INC1.7K shares95.41%2025-09-302025-10-24 LDOS LEIDOS HLDGS INC2.4K shares-11.47%2025-09-302025-10-24 LMT LOCKHEED MARTIN CORP923 shares1609.26%2025-09-302025-10-24 TOL TOLL BROS INC3.3K shares5.91%2025-09-302025-10-24 UNP UNION PAC CORP1.9K shares30.44%2025-09-302025-10-24 OKE ONEOK INC NEW6.0K shares-8.11%2025-09-302025-10-24 VSS VGRD FTSE ALL WRLD EX US3.1K shares12.50%2025-09-302025-10-24 ACN ACCENTURE PLC IRELAND F1.8K shares19.81%2025-09-302025-10-24 IDXX IDEXX LABS INC674 shares33.73%2025-09-302025-10-24 MUB ISHARES NATIONAL MUNI4.0K shares-29.14%2025-09-302025-10-24 TSM TAIWAN SEMICONDUCTOR M F1.5K shares18.44%2025-09-302025-10-24 TYD DIR DAILY 7-10 YR TRSRY16.5K shares29.54%2025-09-302025-10-24 PM PHILIP MORRIS INTL INC2.6K shares-30.71%2025-09-302025-10-24 SPEM SPDR INDEX SHARES EMERG9.0K shares12.76%2025-09-302025-10-24 KWEB KRANESHARES CSI CHINA10.0K shares-4.31%2025-09-302025-10-24 ADBE ADOBE INC1.2K shares-35.55%2025-09-302025-10-24 ILMN ILLUMINA INC4.2K shares0.00%2025-09-302025-10-24 NVO NOVO-NORDISK A S F7.0K shares3022.22%2025-09-302025-10-24 ASML ASML HLDG N V F399 shares83.03%2025-09-302025-10-24 PB PROSPERITY BANCSHARES IN5.5K shares0.00%2025-09-302025-10-24 BEN FRANKLIN RES INC15.8K shares-30.80%2025-09-302025-10-24 KVUE KENVUE INC22.1K shares13.52%2025-09-302025-10-24 ITA ISHARES US AEROSPACE1.7K shares0.00%2025-09-302025-10-24 SNPS SYNOPSYS INC715 shares14200.00%2025-09-302025-10-24 GWW GRAINGER W W INC367 shares-33.03%2025-09-302025-10-24 IBIT ISHARES BITCOIN ETF5.4K shares27.28%2025-09-302025-10-24 MPLX MPLX LP LP6.8K shares0.00%2025-09-302025-10-24 RSP INVSC S P 500 EQUAL1.7K shares14.02%2025-09-302025-10-24 AON AON PLC F895 shares-14.11%2025-09-302025-10-24 DIS DISNEY WALT CO2.8K shares27470.00%2025-09-302025-10-24 EFG ISHARES MSCI EAFE GROWTH2.7K shares16.68%2025-09-302025-10-24 DHI D R HORTON INC1.8K shares11.57%2025-09-302025-10-24 CME CME GROUP INC1.1K shares50.67%2025-09-302025-10-24 GILD GILEAD SCIENCES INC2.7K shares35.85%2025-09-302025-10-24 VUG VANGUARD GROWTH ETF619 shares335.92%2025-09-302025-10-24 CSGP COSTAR GROUP INC3.4K shares9.37%2025-09-302025-10-24 PAYC PAYCOM SOFTWARE INC1.4K shares4.43%2025-09-302025-10-24 AZO AUTOZONE INC67 sharesnew addition2025-09-302025-10-24 KLAC KLA CORP266 sharesnew addition2025-09-302025-10-24 MMC MARSH & MCLENNAN COS INC1.4K shares2.92%2025-09-302025-10-24 WBD WARNER BROS DISCOVERY IN14.5K shares97.91%2025-09-302025-10-24 SPYG SPDR S&P 500 GROWTH ETF2.7K shares0.00%2025-09-302025-10-24 CB CHUBB LTD F951 shares-8.20%2025-09-302025-10-24 MS MORGAN STANLEY1.7K shares123.11%2025-09-302025-10-24 ABNB AIRBNB INC2.2K shares-45.12%2025-09-302025-10-24 MRK MERCK & CO. INC.3.2K shares271.40%2025-09-302025-10-24 UBER UBER TECHNOLOGIES INC2.7K shares506.77%2025-09-302025-10-24 LEN LENNAR CORP2.1K shares5.18%2025-09-302025-10-24 CHRW C H ROBINSON WORLDWIDE I1.9K shares136.36%2025-09-302025-10-24 MDT MEDTRONIC PLC F2.7K shares7.45%2025-09-302025-10-24 ESS ESSEX PPTY TR INC954 shares7.80%2025-09-302025-10-24 WDAY WORKDAY INC1.0K shares-82.37%2025-09-302025-10-24 VIG VANGUARD DIVIDEND1.2K shares6372.22%2025-09-302025-10-24 T AT&T INC8.9K shares55.08%2025-09-302025-10-24 STX SEAGATE TECHNOLOGY H F1.0K shares42.62%2025-09-302025-10-24 NEE NEXTERA ENERGY INC3.2K shares91.49%2025-09-302025-10-24 CSCO CISCO SYS INC3.5K shares49.55%2025-09-302025-10-24 AMP AMERIPRISE FINL INC481 shares0.00%2025-09-302025-10-24 NVS NOVARTIS AG F1.8K sharesnew addition2025-09-302025-10-24 AMLP ALPS ALERIAN MLP ETF5.0K shares0.00%2025-09-302025-10-24 GLW CORNING INC2.8K shares48.01%2025-09-302025-10-24 VOOV VANGUARD S&P 500 VALUE1.1K sharesnew addition2025-09-302025-10-24 COP CONOCOPHILLIPS2.4K shares-62.26%2025-09-302025-10-24 KKR KKR & CO INC1.7K shares-11.47%2025-09-302025-10-24 QQQ INVSC QQQ TRUST SRS 1359 shares-28.77%2025-09-302025-10-24 GE GE AEROSPACE716 shares7.51%2025-09-302025-10-24 NEM NEWMONT CORP2.5K shares104.14%2025-09-302025-10-24 BSX BOSTON SCIENTIFIC CORP2.1K sharesnew addition2025-09-302025-10-24 VTEB VANGUARD MUNI BND TAX4.0K shares0.00%2025-09-302025-10-24 ROP ROPER TECHNOLOGIES INC398 shares5.01%2025-09-302025-10-24 COF CAPITAL ONE FINL CORP931 shares48.48%2025-09-302025-10-24 LOW LOWES COS INC773 shares-38.99%2025-09-302025-10-24 SHEL SHELL PLC F2.7K shares0.00%2025-09-302025-10-24 JCI JOHNSON CONTROLS INT F1.7K shares53.43%2025-09-302025-10-24 WMB WILLIAMS COS INC3.0K shares72.99%2025-09-302025-10-24 C CITIGROUP INC1.9K shares99.68%2025-09-302025-10-24 BSM BLACK STONE MINERALS LP14.2K shares0.00%2025-09-302025-10-24 SAP SAP SE F687 shares3171.43%2025-09-302025-10-24 MMM 3M CO1.2K shares58.91%2025-09-302025-10-24 CHEF CHEFS WHSE INC3.1K shares0.00%2025-09-302025-10-24 FOXA FOX CORP2.9K shares124.82%2025-09-302025-10-24 COIN COINBASE GLOBAL INC533 shares150.23%2025-09-302025-10-24 BK BANK NEW YORK MELLON COR1.6K shares59.17%2025-09-302025-10-24 INTU INTUIT260 shares2066.67%2025-09-302025-10-24 TTWO TAKE-TWO INTERACTIVE SOF686 shares134.93%2025-09-302025-10-24 TXT TEXTRON INC2.1K shares0.00%2025-09-302025-10-24 STT STATE STR CORP1.5K shares58.83%2025-09-302025-10-24 FOX FOX CORP3.0K shares75.77%2025-09-302025-10-24 ACA ARCOSA INC1.9K sharesnew addition2025-09-302025-10-24 GL GLOBE LIFE INC1.2K shares111.38%2025-09-302025-10-24 WELL WELLTOWER INC967 shares69.95%2025-09-302025-10-24 WRB BERKLEY W R CORP2.2K shares-28.89%2025-09-302025-10-24 NI NISOURCE INC3.9K shares81.65%2025-09-302025-10-24 NTRS NORTHERN TR CORP1.3K shares125.85%2025-09-302025-10-24 EBAY EBAY INC1.9K shares45.56%2025-09-302025-10-24 XLU SELECT SECTOR UTI SELECT1.9K shares0.00%2025-09-302025-10-24 AEE AMEREN CORP1.6K shares118.03%2025-09-302025-10-24 FFIV F5 INC520 shares63.52%2025-09-302025-10-24 LVMUY LVMH MOET HENNESSY LOU F1.4K shares1829.58%2025-09-302025-10-24 WFC WELLS FARGO & CO2.0K shares126.36%2025-09-302025-10-24 BE BLOOM ENERGY CORP1.9K shares0.00%2025-09-302025-10-24 ETR ENTERGY CORP NEW1.8K shares72.67%2025-09-302025-10-24 K KELLANOVA2.0K shares88.31%2025-09-302025-10-24 VRSN VERISIGN INC575 shares130.92%2025-09-302025-10-24 DELL DELL TECHNOLOGIES INC1.1K shares-39.91%2025-09-302025-10-24 KYIV KYIVSTAR GROUP LTD F12.7K sharesnew addition2025-09-302025-10-24 SOLV SOLVENTUM CORP2.1K shares134.02%2025-09-302025-10-24 TRN TRINITY INDS INC5.6K sharesnew addition2025-09-302025-10-24 JBL JABIL INC715 shares117.99%2025-09-302025-10-24 VB VANGUARD SMALL CAP ETF598 shares-3.55%2025-09-302025-10-24 GSIE GOLDMAN SACHS ACTVBT3.6K sharesnew addition2025-09-302025-10-24 VEA VANGUARD FTSE DEVELOPED2.5K shares-35.22%2025-09-302025-10-24 BIL SPDR BLOOMBERG 1 3 MNTH1.6K shares-1.12%2025-09-302025-10-24 NDAQ NASDAQ INC1.6K shares46.94%2025-09-302025-10-24 CLS CELESTICA INC EQUITY F586 shares0.00%2025-09-302025-10-24 TJX TJX COS INC NEW998 shares18.95%2025-09-302025-10-24 BA BOEING CO660 shares-1.49%2025-09-302025-10-24 KR KROGER CO2.0K shares57.58%2025-09-302025-10-24 NUV NUVEEN MUNICIPAL VALUE C14.8K shares0.00%2025-09-302025-10-24 ANET ARISTA NETWORKS INC904 sharesnew addition2025-09-302025-10-24 FANG DIAMONDBACK ENERGY INC913 shares0.11%2025-09-302025-10-24 REET ISHARES GLOBAL REIT ETF5.0K shares0.00%2025-09-302025-10-24 INDA ISHARES MSCI INDIA INDEX2.4K shares0.00%2025-09-302025-10-24 FCX FREEPORT-MCMORAN INC3.2K shares3.74%2025-09-302025-10-24 EXE EXPAND ENERGY CORP1.2K shares86.59%2025-09-302025-10-24 FNV FRANCO NEV CORP F557 sharesnew addition2025-09-302025-10-24 SGMT SAGIMET BIOSCIENCES INC17.8K shares0.00%2025-09-302025-10-24 XLRE REAL ESTATE SELECT SCTR2.9K shares0.00%2025-09-302025-10-24 PR PERMIAN RES CORP9.5K shares0.00%2025-09-302025-10-24 TFPM TRIPLE FLAG PRECIOUS M 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shares0.00%2025-09-302025-10-24 UPRO PROSHARES ULTRAPRO S&P251 shares0.40%2025-09-302025-10-24 IXN ISHARES GLOBAL TECH ETF266 shares0.00%2025-09-302025-10-24 IWY ISHARES RUSSELL TOP 200100 shares0.00%2025-09-302025-10-24 PTMC PACER TRENDPILOT US MID747 sharesnew addition2025-09-302025-10-24 SMCI SUPER MICRO COMPUTER INC558 shares0.00%2025-09-302025-10-24 ARM ARM HLDGS PLC EQUITY A F188 shares0.00%2025-09-302025-10-24 VOT VANGUARD INDEX FDS MID-CAP GROWTH ETF90 shares-79.07%2025-09-302025-10-24 AMD ADVANCED MICRO DEVIC162 shares39.66%2025-09-302025-10-24 IONS IONIS PHARMACEUTICALS IN400 shares0.00%2025-09-302025-10-24 IT GARTNER INC99 shares-82.51%2025-09-302025-10-24 ENTG ENTEGRIS INC279 shares862.07%2025-09-302025-10-24 FTCB FIRST TRUST CRE INVSMNT1.2K shares1.09%2025-09-302025-10-24 XLE ENERGY SELECT SECTOR284 shares0.00%2025-09-302025-10-24 SMR NUSCALE PWR CORP700 shares0.00%2025-09-302025-10-24 SMMV ISHARES MSCI USA578 shares9.47%2025-09-302025-10-24 VGK VANGUARD FTSE EUROPE309 shares72.63%2025-09-302025-10-24 DOV DOVER CORP146 shares-85.10%2025-09-302025-10-24 VYM VANGUARD HIGH DIVIDEND170 shares0.00%2025-09-302025-10-24 CLX CLOROX CO195 shares-84.29%2025-09-302025-10-24 ADYEN N V F ADYEN N V F1.5K shares0.00%2025-09-302025-10-24 XLP SPDR FUND CONSUMER305 shares0.00%2025-09-302025-10-24 UTG REAVES UTILITY INCOME600 shares1.52%2025-09-302025-10-24 TRGP TARGA RES CORP139 shares826.67%2025-09-302025-10-24 VGSH VANGUARD SHORT TERM395 shares0.00%2025-09-302025-10-24 IEMG ISHARES CORE MSCI349 shares0.00%2025-09-302025-10-24 IWM ISHARES RUSSELL 200095 shares313.04%2025-09-302025-10-24 CMC COMMERCIAL METALS CO401 shares0.00%2025-09-302025-10-24 JAAA JANUS HENDERSON AAA CLO449 shares0.00%2025-09-302025-10-24 TMO THERMO FISHER SCIENTIFIC47 shares-95.73%2025-09-302025-10-24 UNH UNITEDHEALTH GROUP INC66 shares-50.38%2025-09-302025-10-24 WM WASTE MGMT INC DEL103 shares836.36%2025-09-302025-10-24 YMAX YIELDMAX UNIVRS FD OPT1.7K shares14.13%2025-09-302025-10-24 ISRG 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ROYALTY CORP REGISTERED SHS ISIN#CA38071H10645.0K shares0.00%2025-09-302025-10-24 EXPD EXPEDITORS INTL WASH INC COM156 shares-88.66%2025-09-302025-10-24 SYY SYSCO CORP COM232 shares-90.00%2025-09-302025-10-24 SPOT SPOTIFY TECHNOLOGY S A F27 shares145.45%2025-09-302025-10-24 RPD RAPID7 INC1.0K sharesnew addition2025-09-302025-10-24 EVN EATON VANCE MUNICIPAL IN1.7K shares0.00%2025-09-302025-10-24 GSLC GOLDMAN SACHS ACTVBETA140 shares0.00%2025-09-302025-10-24 BDX BECTON DICKINSON & CO COM97 shares-77.60%2025-09-302025-10-24 NUE NUCOR CORP COM132 shares-83.38%2025-09-302025-10-24 CTRA COTERRA ENERGY INC751 shares0.00%2025-09-302025-10-24 CIBR FIRST TRUST NASDAQ230 shares0.00%2025-09-302025-10-24 FTSM FIRST TRST ENHNCD SHRT292 shares0.00%2025-09-302025-10-24 LRCX LAM RESH CORP129 shares3125.00%2025-09-302025-10-24 NEA NUVEEN AMT FREE QUALITY1.5K shares0.00%2025-09-302025-10-24 SCHV SCHWAB US LARGE CAP591 shares0.00%2025-09-302025-10-24 NAD NUVEEN QUALITY MUNICIPAL1.5K shares0.00%2025-09-302025-10-24 IWS ISHARES RUSSELL MID CAP121 shares0.00%2025-09-302025-10-24 SPAB SPDR AGGREGATE BOND ETF656 shares0.00%2025-09-302025-10-24 IQI INVESCO QLTY MUN INCM TR1.7K shares0.00%2025-09-302025-10-24 MMU WESTERN ASST MNGD MUNCPL1.6K shares0.00%2025-09-302025-10-24 ZM ZOOM COMMUNICATIONS INC202 shares0.00%2025-09-302025-10-24 PMM PUTNAM MANAGED MUNICIPAL2.7K shares0.00%2025-09-302025-10-24 SPIP SPDR PORTFOLIO TIPS ETF627 shares0.00%2025-09-302025-10-24 TSEM TOWER SEMICONDUCTOR LT F225 shares0.00%2025-09-302025-10-24 EIM EATON VANCE MUNICIPAL BN1.6K shares0.00%2025-09-302025-10-24 EWJ ISHARES MSCI JAPAN ETF202 shares0.00%2025-09-302025-10-24 BKNG BOOKING HLDGS INC3 shares200.00%2025-09-302025-10-24 VO VANGUARD MID CAP ETF55 shares41.03%2025-09-302025-10-24 LEU CENTRUS ENERGY CORP50 shares0.00%2025-09-302025-10-24 IBB ISHARES BIOTECHNOLOGY106 shares0.00%2025-09-302025-10-24 ISTB ISHARES CORE 1-5 YEAR313 shares0.00%2025-09-302025-10-24 TWLO TWILIO INC150 sharesnew addition2025-09-302025-10-24 KCCA KRANESHARES CLRN CRB ALW847 shares-0.24%2025-09-302025-10-24 HYG ISHARES IBOXX HIGH YIELD177 shares0.00%2025-09-302025-10-24 MTBA SIMPLIFY MBS ETF285 shares-17.39%2025-09-302025-10-24 SPTL SPDR LONG TERM TREASURY526 shares0.00%2025-09-302025-10-24 EQH EQUITABLE HLDGS INC272 shares3300.00%2025-09-302025-10-24 CRWV COREWEAVE INC100 shares0.00%2025-09-302025-10-24 OHI OMEGA HEALTHCARE INVS IN324 shares0.00%2025-09-302025-10-24 REM ISHARES MORTGAGE REAL589 shares0.00%2025-09-302025-10-24 MMTM SPDR SP 1500 MOMENTUM45 shares0.00%2025-09-302025-10-24 PAA PLAINS ALL AMERICAN P LP730 shares0.00%2025-09-302025-10-24 SWKS SKYWORKS SOLUTIONS INC156 shares0.65%2025-09-302025-10-24 PGR PROGRESSIVE CORP OH48 shares-60.66%2025-09-302025-10-24 NXP NUVEEN SELECT TAX-FREE I788 shares0.00%2025-09-302025-10-24 AEP AMERICAN ELEC PWR CO INC100 shares0.00%2025-09-302025-10-24 MSTR STRATEGY INC35 shares0.00%2025-09-302025-10-24 AVEM AVANTIS EMERGING MARKETS148 shares68.18%2025-09-302025-10-24 XLI SELECT SECTOR INDUSTRIAL72 shares0.00%2025-09-302025-10-24 VMO INVESCO MUNI OPPORTUNITY1.2K shares0.00%2025-09-302025-10-24 MVF BLACKROCK MUNIVEST CF1.6K shares0.00%2025-09-302025-10-24 FVD FIRST TRUST VALUE237 shares0.00%2025-09-302025-10-24 COR CENCORA INC35 sharesnew addition2025-09-302025-10-24 MYI BLACKROCK MUNIYIELD QUAL981 shares0.00%2025-09-302025-10-24 VEU VANGUARD FTSE ALL WORLD151 sharesnew addition2025-09-302025-10-24 HCA HCA HEALTHCARE INC25 shares0.00%2025-09-302025-10-24 MQT BLACKROCK MUNIYLD QUALIT1.1K shares0.00%2025-09-302025-10-24 EMBJ EMBRAER S A F175 shares0.00%2025-09-302025-10-24 BYD CO LTD F BYD CO LTD F750 shares500.00%2025-09-302025-10-24 VCIT VANGUARD INTERMEDIATE123 shares0.00%2025-09-302025-10-24 CP CANADIAN PACIFIC KAN F138 shares0.00%2025-09-302025-10-24 EOT EATON VANCE NATNL MUNICI612 shares0.00%2025-09-302025-10-24 EZU ISHARES MSCI EUROZONE164 shares0.00%2025-09-302025-10-24 NVDY YIELDMAX NVDA OPTN INC602 shares15.99%2025-09-302025-10-24 TEVA TEVA PHARMACEUTICAL IN F500 shares0.00%2025-09-302025-10-24 TSCO TRACTOR SUPPLY CO175 shares0.00%2025-09-302025-10-24 DECK DECKERS OUTDOOR CORP95 shares0.00%2025-09-302025-10-24 LULU LULULEMON ATHLETICA INC53 shares0.00%2025-09-302025-10-24 SPSM SPDR PORTFOLIO S&P 600201 shares0.00%2025-09-302025-10-24 MSOS ADVISORSHS PURE US1.9K shares0.00%2025-09-302025-10-24 XLF SELECT STR FINANCIAL166 shares0.00%2025-09-302025-10-24 HMY HARMONY GOLD MNG LTD F493 shares8.35%2025-09-302025-10-24 GFI GOLD FIELDS LTD NEW F210 sharesnew addition2025-09-302025-10-24 NMAX NEWSMAX INC702 sharesnew addition2025-09-302025-10-24 RSG REPUBLIC SVCS INC37 sharesnew addition2025-09-302025-10-24 AMT AMERICAN TOWER CORP NEW43 shares330.00%2025-09-302025-10-24 CYD CHINA YUCHAI INTERNT A F195 sharesnew addition2025-09-302025-10-24 DUOL DUOLINGO INC25 shares0.00%2025-09-302025-10-24 BBVA BANCO BILBAO VIZCAYA A F416 shares-2.80%2025-09-302025-10-24 GTLB GITLAB INC174 shares0.00%2025-09-302025-10-24 QAI NYLI HEDGE MULTI STRGY231 shares0.00%2025-09-302025-10-24 CVS CVS HEALTH CORP101 shares0.00%2025-09-302025-10-24 ACWI ISHARES MSCI ACWI ETF55 sharesnew addition2025-09-302025-10-24 MUFG MITSUBISHI UFJ FINL GR F475 shares7.71%2025-09-302025-10-24 XLY SPDR FUND CONSUMER31 shares0.00%2025-09-302025-10-24 GEV GE VERNOVA INC12 shares0.00%2025-09-302025-10-24 GRAL GRAIL INC EQUITY123 shares0.00%2025-09-302025-10-24 XBI SPDR S&P BIOTECH ETF70 shares0.00%2025-09-302025-10-24 SE SEA LTD F39 shares0.00%2025-09-302025-10-24 GPC GENUINE PARTS CO50 shares-28.57%2025-09-302025-10-24 IJS ISHARES S&P SMALL CAP61 shares0.00%2025-09-302025-10-24 DFH DREAM FINDERS HOMES INC258 sharesnew addition2025-09-302025-10-24 CONY YIELDMAX COIN OPTN INC969 shares42.71%2025-09-302025-10-24 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available