The Analysis of Patriot Financial Group Insurance Agency, LLC's Holdings
Currently, Patriot Financial Group Insurance Agency, LLC holds 488 types of securities in its portfolio with a total value $781.2M. In the most recent quarter, they have increased their positions in PVAL (+87.8K shares, valued at $3.7M), VIG (+16.3K shares, valued at $3.5M), PLTR (+18.4K shares, valued at $3.4M); decreased their positions in IVV (-42.4K shares, valued at $28.4M), IVE (-97.7K shares, valued at $20.2M), IJR (-78.4K shares, valued at $9.3M); initiated new positions in B (+56.2K shares, valued at $1.8M), ONEQ (+20.5K shares, valued at $1.8M), ANET (+9.8K shares, valued at $1.4M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP41.9K shares1.05%2025-09-302025-10-08
IVV ISHARES TR30.9K shares-57.83%2025-09-302025-10-08 AAPL APPLE INC76.5K shares-3.05%2025-09-302025-10-08 NVDA NVIDIA CORPORATION91.9K shares-7.35%2025-09-302025-10-08 VOO VANGUARD INDEX FDS21.2K shares-7.08%2025-09-302025-10-08 BRK.B BERKSHIRE HATHAWAY INC DEL23.8K shares-1.21%2025-09-302025-10-08 AMZN AMAZON COM INC46.9K shares-16.16%2025-09-302025-10-08 JEPI J P MORGAN EXCHANGE TRADED F163.0K shares-2.40%2025-09-302025-10-08 DYNF BLACKROCK ETF TRUST154.2K shares8.73%2025-09-302025-10-08 META META PLATFORMS INC12.2K shares-21.01%2025-09-302025-10-08 GOOG ALPHABET INC36.0K shares3.42%2025-09-302025-10-08 SCHG SCHWAB STRATEGIC TR267.8K shares-37.23%2025-09-302025-10-08 JPM JPMORGAN CHASE & CO.27.0K shares-17.84%2025-09-302025-10-08 VTI VANGUARD INDEX FDS23.3K shares-32.00%2025-09-302025-10-08 ORCL ORACLE CORP26.7K shares17.38%2025-09-302025-10-08 VIG VANGUARD SPECIALIZED FUNDS34.4K shares90.23%2025-09-302025-10-08 SPYM SPDR SERIES TRUST93.5K shares-12.55%2025-09-302025-10-08 QUAL ISHARES TR37.4K shares-6.95%2025-09-302025-10-08 SPYG SPDR SERIES TRUST68.9K shares13.32%2025-09-302025-10-08 VUG VANGUARD INDEX FDS14.8K shares-9.67%2025-09-302025-10-08 ACWV ISHARES INC57.3K shares19.98%2025-09-302025-10-08 VO VANGUARD INDEX FDS22.9K shares4.68%2025-09-302025-10-08 COST COSTCO WHSL CORP NEW6.8K shares58.33%2025-09-302025-10-08 IVW ISHARES TR50.7K shares-24.34%2025-09-302025-10-08 IGOV ISHARES TR143.6K shares26.41%2025-09-302025-10-08 IAU ISHARES GOLD TR83.2K shares5.96%2025-09-302025-10-08 AVGO BROADCOM INC18.2K shares-12.44%2025-09-302025-10-08 JEPQ J P MORGAN EXCHANGE TRADED F103.7K shares6.17%2025-09-302025-10-08 PM PHILIP MORRIS INTL INC36.6K shares18.33%2025-09-302025-10-08 PVAL PUTNAM ETF TRUST137.7K shares175.68%2025-09-302025-10-08 PLTR PALANTIR TECHNOLOGIES INC31.6K shares138.94%2025-09-302025-10-08 WFC WELLS FARGO CO NEW68.5K shares2.37%2025-09-302025-10-08 BALI BLACKROCK ETF TRUST180.9K shares5.26%2025-09-302025-10-08 DFAI DIMENSIONAL ETF TRUST156.9K shares2.81%2025-09-302025-10-08 NFLX NETFLIX INC4.7K shares144.45%2025-09-302025-10-08 JHMM JOHN HANCOCK EXCHANGE TRADED84.7K shares-4.48%2025-09-302025-10-08 TSLA TESLA INC12.0K shares-21.11%2025-09-302025-10-08 GOOGL ALPHABET INC21.2K shares-46.84%2025-09-302025-10-08 SPY SPDR S&P 500 ETF TR7.3K shares26.70%2025-09-302025-10-08 GVI ISHARES TR45.4K shares6.35%2025-09-302025-10-08 BKNG BOOKING HOLDINGS INC891 shares-17.58%2025-09-302025-10-08 FDVV FIDELITY COVINGTON TRUST84.2K shares-0.37%2025-09-302025-10-08 IXUS ISHARES TR55.0K shares14.31%2025-09-302025-10-08 AGG ISHARES TR45.3K shares13.88%2025-09-302025-10-08 JGRO J P MORGAN EXCHANGE TRADED F47.2K shares-0.83%2025-09-302025-10-08 IUSB ISHARES TR94.0K shares-20.27%2025-09-302025-10-08 COWG PACER FDS TR118.5K shares18.71%2025-09-302025-10-08 GE GE AEROSPACE13.7K shares95.09%2025-09-302025-10-08 XOM EXXON MOBIL CORP35.5K shares-5.76%2025-09-302025-10-08 SPDW SPDR INDEX SHS FDS92.3K shares47.86%2025-09-302025-10-08 RDVI FIRST TR EXCHANGE-TRADED FD151.1K shares4.47%2025-09-302025-10-08 IJR ISHARES TR31.0K shares-71.67%2025-09-302025-10-08 SCHW SCHWAB CHARLES CORP38.2K shares-30.57%2025-09-302025-10-08 LRCX LAM RESEARCH CORP26.7K shares37.71%2025-09-302025-10-08 QQQM INVESCO EXCH TRADED FD TR II14.4K shares7.33%2025-09-302025-10-08 RTX RTX CORPORATION21.1K shares-1.59%2025-09-302025-10-08 WMT WALMART INC33.8K shares-23.12%2025-09-302025-10-08 MA MASTERCARD INCORPORATED5.9K shares43.53%2025-09-302025-10-08 ABBV ABBVIE INC14.2K shares184.58%2025-09-302025-10-08 SCHZ SCHWAB STRATEGIC TR138.1K shares7.31%2025-09-302025-10-08 JPIE J P MORGAN EXCHANGE TRADED F67.0K shares3.26%2025-09-302025-10-08 AMD ADVANCED MICRO DEVICES INC19.1K shares88.82%2025-09-302025-10-08 EFV ISHARES TR45.6K shares-13.18%2025-09-302025-10-08 THRO BLACKROCK ETF TRUST81.2K shares4.51%2025-09-302025-10-08 IVE ISHARES TR14.8K shares-86.84%2025-09-302025-10-08 CMCSA COMCAST CORP NEW95.7K shares-17.06%2025-09-302025-10-08 BAC BANK AMERICA CORP57.7K shares-9.99%2025-09-302025-10-08 BIV VANGUARD BD INDEX FDS37.9K shares142.26%2025-09-302025-10-08 BAI BLACKROCK ETF TRUST85.9K shares33.45%2025-09-302025-10-08 HD HOME DEPOT INC7.1K shares118.40%2025-09-302025-10-08 V VISA INC8.2K shares-43.78%2025-09-302025-10-08 SIXO AIM ETF PRODUCTS TRUST81.6K shares0.07%2025-09-302025-10-08 BDX BECTON DICKINSON & CO14.6K shares1.91%2025-09-302025-10-08 MDT MEDTRONIC PLC28.3K shares-12.63%2025-09-302025-10-08 VEA VANGUARD TAX-MANAGED FDS43.6K shares-30.01%2025-09-302025-10-08 CGDV CAPITAL GROUP DIVIDEND VALUE61.6K shares-5.07%2025-09-302025-10-08 HWM HOWMET AEROSPACE INC13.0K shares-9.24%2025-09-302025-10-08 COP CONOCOPHILLIPS26.9K shares8.19%2025-09-302025-10-08 NEM NEWMONT CORP29.7K shares-13.61%2025-09-302025-10-08 SPBU AIM ETF PRODUCTS TRUST88.9K shares-3.59%2025-09-302025-10-08 EBAY EBAY INC.27.0K shares-33.12%2025-09-302025-10-08 FSCO FS CREDIT OPPORTUNITIES CORP351.0K shares-1.15%2025-09-302025-10-08 QQQ INVESCO QQQ TR4.0K shares-3.47%2025-09-302025-10-08 BK BANK NEW YORK MELLON CORP21.9K shares-1.85%2025-09-302025-10-08 BWZ SPDR SERIES TRUST85.2K shares40.05%2025-09-302025-10-08 ENB ENBRIDGE INC46.9K shares5.01%2025-09-302025-10-08 IEMG ISHARES INC35.9K shares-9.49%2025-09-302025-10-08 QCOM QUALCOMM INC14.1K shares-48.11%2025-09-302025-10-08 VB VANGUARD INDEX FDS9.0K shares22.15%2025-09-302025-10-08 TCAF T ROWE PRICE ETF INC60.3K shares3.00%2025-09-302025-10-08 EUHY ISHARES INC40.5K shares47.04%2025-09-302025-10-08 XLG INVESCO EXCHANGE TRADED FD T38.7K shares125.17%2025-09-302025-10-08 GEV GE VERNOVA INC3.6K shares86.60%2025-09-302025-10-08 MBB ISHARES TR23.0K shares9.69%2025-09-302025-10-08 ARKK ARK ETF TR25.2K shares-2.96%2025-09-302025-10-08 DGRO ISHARES TR32.0K shares-78.99%2025-09-302025-10-08 UL UNILEVER PLC36.6K shares15.00%2025-09-302025-10-08 SPTM SPDR SERIES TRUST26.9K shares-2.11%2025-09-302025-10-08 NVS NOVARTIS AG16.9K shares8.09%2025-09-302025-10-08 SFLO VICTORY PORTFOLIOS II73.3K shares-4.16%2025-09-302025-10-08 FLMI FRANKLIN TEMPLETON ETF TR86.0K shares1.95%2025-09-302025-10-08 GD GENERAL DYNAMICS CORP6.2K shares13.83%2025-09-302025-10-08 RGTI RIGETTI COMPUTING INC70.7K shares-9.67%2025-09-302025-10-08 VYM VANGUARD WHITEHALL FDS14.8K shares241.02%2025-09-302025-10-08 IJH ISHARES TR31.5K shares-59.68%2025-09-302025-10-08 HELO J P MORGAN EXCHANGE TRADED F31.4K shares-0.74%2025-09-302025-10-08 IYW ISHARES TR10.4K shares-31.10%2025-09-302025-10-08 ADI ANALOG DEVICES INC8.3K shares3.87%2025-09-302025-10-08 NYF ISHARES TR37.6K shares21.97%2025-09-302025-10-08 BKSY BLACKSKY TECHNOLOGY INC99.3K shares-16.03%2025-09-302025-10-08 SCHD SCHWAB STRATEGIC TR72.8K shares3.56%2025-09-302025-10-08 JNJ JOHNSON & JOHNSON10.7K shares20.33%2025-09-302025-10-08 MCK MCKESSON CORP2.4K shares17.70%2025-09-302025-10-08 RPM RPM INTL INC16.0K shares-0.12%2025-09-302025-10-08 AMAT APPLIED MATLS INC9.2K shares85.07%2025-09-302025-10-08 XTEN BONDBLOXX ETF TRUST39.5K shares13.80%2025-09-302025-10-08 B BARRICK MNG CORP56.2K sharesnew addition2025-09-302025-10-08 ONEQ FIDELITY COMWLTH TR20.5K sharesnew addition2025-09-302025-10-08 PJAN INNOVATOR ETFS TRUST39.6K shares-2.35%2025-09-302025-10-08 CFO VICTORY PORTFOLIOS II24.5K shares-1.26%2025-09-302025-10-08 KGC KINROSS GOLD CORP72.5K shares-14.26%2025-09-302025-10-08 KO COCA COLA CO26.9K shares56.74%2025-09-302025-10-08 VEU VANGUARD INTL EQUITY INDEX F24.9K shares72.60%2025-09-302025-10-08 PJUL INNOVATOR ETFS TRUST38.5K shares7.71%2025-09-302025-10-08 PEP PEPSICO INC12.4K shares-17.86%2025-09-302025-10-08 BND VANGUARD BD INDEX FDS23.2K shares-21.35%2025-09-302025-10-08 FTNT FORTINET INC20.3K shares-1.54%2025-09-302025-10-08 PAUG INNOVATOR ETFS TRUST40.1K shares1.67%2025-09-302025-10-08 RWJ INVESCO EXCH TRADED FD TR II34.8K shares5.25%2025-09-302025-10-08 CI THE CIGNA GROUP5.7K shares2.44%2025-09-302025-10-08 GDX VANECK ETF TRUST21.2K shares221.23%2025-09-302025-10-08 IONQ IONQ INC26.1K shares-14.93%2025-09-302025-10-08 CGBL CAPITAL GROUP CORE BALANCED45.8K shares-17.82%2025-09-302025-10-08 BINC BLACKROCK ETF TRUST II29.8K shares11.38%2025-09-302025-10-08 BSX BOSTON SCIENTIFIC CORP15.9K shares8.13%2025-09-302025-10-08 SPEM SPDR INDEX SHS FDS33.0K shares-48.71%2025-09-302025-10-08 SPHQ INVESCO EXCHANGE TRADED FD T21.0K shares4.71%2025-09-302025-10-08 KMX CARMAX INC34.0K shares-10.75%2025-09-302025-10-08 CRSP CRISPR THERAPEUTICS AG23.3K shares0.39%2025-09-302025-10-08 BUFF INNOVATOR ETFS TRUST30.6K shares4.61%2025-09-302025-10-08 OMC OMNICOM GROUP INC18.4K shares25.52%2025-09-302025-10-08 SNY SANOFI SA31.7K shares5.67%2025-09-302025-10-08 RWK INVESCO EXCH TRADED FD TR II11.7K shares14.41%2025-09-302025-10-08 ISRG INTUITIVE SURGICAL INC3.2K shares601.51%2025-09-302025-10-08 PMAR INNOVATOR ETFS TRUST32.9K shares-1.16%2025-09-302025-10-08 ELV ELEVANCE HEALTH INC FORMERLY4.5K shares-31.27%2025-09-302025-10-08 ANET ARISTA NETWORKS INC9.8K sharesnew addition2025-09-302025-10-08 PFEB INNOVATOR ETFS TRUST35.8K shares-0.28%2025-09-302025-10-08 PAPR INNOVATOR ETFS TRUST37.1K shares-2.76%2025-09-302025-10-08 PMAY INNOVATOR ETFS TRUST36.1K shares-0.54%2025-09-302025-10-08 POCT INNOVATOR ETFS TRUST32.4K shares-0.17%2025-09-302025-10-08 ETR ENTERGY CORP NEW14.8K shares8.30%2025-09-302025-10-08 CVX CHEVRON CORP NEW8.9K shares-11.90%2025-09-302025-10-08 SPMO INVESCO EXCH TRADED FD TR II11.3K shares1.73%2025-09-302025-10-08 VZ VERIZON COMMUNICATIONS INC30.9K shares-5.11%2025-09-302025-10-08 VEEV VEEVA SYS INC4.5K shares-30.83%2025-09-302025-10-08 QQA INVESCO ACTIVELY MANAGED EXC25.0K shares-38.09%2025-09-302025-10-08 NOW SERVICENOW INC1.4K sharesnew addition2025-09-302025-10-08 CRDO CREDO TECHNOLOGY GROUP HOLDI8.9K shares157.01%2025-09-302025-10-08 UBER UBER TECHNOLOGIES INC13.0K sharesnew addition2025-09-302025-10-08 DIS DISNEY WALT CO11.2K shares-56.77%2025-09-302025-10-08 VRTX VERTEX PHARMACEUTICALS INC3.3K shares5.98%2025-09-302025-10-08 UNH UNITEDHEALTH GROUP INC3.7K shares-30.52%2025-09-302025-10-08 INTU INTUIT1.9K sharesnew addition2025-09-302025-10-08 PNOV INNOVATOR ETFS TRUST30.6K shares-0.30%2025-09-302025-10-08 XLK SELECT SECTOR SPDR TR4.4K shares-46.13%2025-09-302025-10-08 IBM INTERNATIONAL BUSINESS MACHS4.4K shares-2.53%2025-09-302025-10-08 IAGG ISHARES TR24.1K shares13.99%2025-09-302025-10-08 PDEC INNOVATOR ETFS TRUST29.4K shares-0.06%2025-09-302025-10-08 VGT VANGUARD WORLD FD1.6K shares5.54%2025-09-302025-10-08 SIXP AIM ETF PRODUCTS TRUST39.7K shares34.68%2025-09-302025-10-08 BLK BLACKROCK INC1.0K shares-22.75%2025-09-302025-10-08 MO ALTRIA GROUP INC18.1K shares-15.30%2025-09-302025-10-08 OEF ISHARES TR3.6K shares25.44%2025-09-302025-10-08 ADBE ADOBE INC3.4K shares7.30%2025-09-302025-10-08 SOUN SOUNDHOUND AI INC73.5K shares-0.35%2025-09-302025-10-08 LLY ELI LILLY & CO1.5K shares18.43%2025-09-302025-10-08 PG PROCTER AND GAMBLE CO7.6K shares-10.73%2025-09-302025-10-08 BA BOEING CO5.3K shares-16.52%2025-09-302025-10-08 ISPY PROSHARES TR25.2K shares21.30%2025-09-302025-10-08 FFLC FIDELITY COVINGTON TRUST21.8K shares13.20%2025-09-302025-10-08 PJUN INNOVATOR ETFS TRUST27.5K shares-3.89%2025-09-302025-10-08 PSEP INNOVATOR ETFS TRUST26.0K shares-0.22%2025-09-302025-10-08 URI UNITED RENTALS INC1.1K shares-2.32%2025-09-302025-10-08 DUK DUKE ENERGY CORP NEW8.8K shares0.13%2025-09-302025-10-08 LAMR LAMAR ADVERTISING CO NEW8.8K shares2.41%2025-09-302025-10-08 AEP AMERICAN ELEC PWR CO INC9.5K shares333.93%2025-09-302025-10-08 TFC TRUIST FINL CORP23.4K shares-5.19%2025-09-302025-10-08 UITB VICTORY PORTFOLIOS II22.2K shares-16.45%2025-09-302025-10-08 COWZ PACER FDS TR18.0K shares-2.98%2025-09-302025-10-08 AMGN AMGEN INC3.7K shares-18.08%2025-09-302025-10-08 WBS WEBSTER FINL CORP17.3K shares-2.08%2025-09-302025-10-08 GSK GSK PLC23.7K shares9.56%2025-09-302025-10-08 PATH UIPATH INC75.0K shares249.15%2025-09-302025-10-08 CVS CVS HEALTH CORP13.1K shares-23.58%2025-09-302025-10-08 MCD MCDONALDS CORP3.3K shares4.70%2025-09-302025-10-08 ETN EATON CORP PLC2.6K shares-19.44%2025-09-302025-10-08 DFAU DIMENSIONAL ETF TRUST21.5K shares14.29%2025-09-302025-10-08 SPSM SPDR SERIES TRUST21.2K shares23.69%2025-09-302025-10-08 PFE PFIZER INC38.2K shares-10.46%2025-09-302025-10-08 GLDM WORLD GOLD TR12.7K shares48.93%2025-09-302025-10-08 VMI VALMONT INDS INC2.5K shares58.81%2025-09-302025-10-08 WEC WEC ENERGY GROUP INC8.2K shares2.50%2025-09-302025-10-08 QYLD GLOBAL X FDS54.6K shares-16.21%2025-09-302025-10-08 APH AMPHENOL CORP NEW7.4K sharesnew addition2025-09-302025-10-08 HTAB HARTFORD FDS EXCHANGE TRADED47.1K shares26.37%2025-09-302025-10-08 HRB BLOCK H & R INC17.8K shares13.33%2025-09-302025-10-08 AIQ GLOBAL X FDS18.2K shares71.92%2025-09-302025-10-08 DFAE DIMENSIONAL ETF TRUST28.3K shares11.75%2025-09-302025-10-08 IUSG ISHARES TR5.3K shares0.40%2025-09-302025-10-08 GLD SPDR GOLD TR2.5K shares-0.20%2025-09-302025-10-08 BMBL BUMBLE INC140.4K shares9.78%2025-09-302025-10-08 INTC INTEL CORP25.3K shares-11.41%2025-09-302025-10-08 MRK MERCK & CO INC10.0K shares-32.27%2025-09-302025-10-08 HON HONEYWELL INTL INC4.0K shares12.98%2025-09-302025-10-08 UNP UNION PAC CORP3.5K shares-2.82%2025-09-302025-10-08 CAT CATERPILLAR INC1.7K shares-9.58%2025-09-302025-10-08 BABA ALIBABA GROUP HLDG LTD4.6K shares-3.81%2025-09-302025-10-08 CWS ADVISORSHARES TR12.0K shares0.00%2025-09-302025-10-08 ESGU ISHARES TR5.6K shares3.98%2025-09-302025-10-08 C CITIGROUP INC8.0K shares-8.29%2025-09-302025-10-08 AMT AMERICAN TOWER CORP NEW4.2K shares-7.94%2025-09-302025-10-08 SCHV SCHWAB STRATEGIC TR27.9K shares9.03%2025-09-302025-10-08 APD AIR PRODS & CHEMS INC2.9K shares-49.17%2025-09-302025-10-08 IEFA ISHARES TR9.1K shares-69.71%2025-09-302025-10-08 VWO VANGUARD INTL EQUITY INDEX F14.4K shares-34.39%2025-09-302025-10-08 ALLE ALLEGION PLC4.4K shares8.66%2025-09-302025-10-08 VOT VANGUARD INDEX FDS2.6K shares-0.15%2025-09-302025-10-08 MS MORGAN STANLEY4.8K shares-0.08%2025-09-302025-10-08 SBUX STARBUCKS CORP9.0K shares-57.85%2025-09-302025-10-08 GPC GENUINE PARTS CO5.5K shares-1.03%2025-09-302025-10-08 GCOR GOLDMAN SACHS ETF TR17.3K shares3.18%2025-09-302025-10-08 UPS UNITED PARCEL SERVICE INC8.6K shares9.52%2025-09-302025-10-08 MTB M & T BK CORP3.6K shares0.47%2025-09-302025-10-08 SPYV SPDR SERIES TRUST13.0K shares11.41%2025-09-302025-10-08 ES EVERSOURCE ENERGY9.8K shares-2.43%2025-09-302025-10-08 DFAC DIMENSIONAL ETF TRUST18.0K shares0.22%2025-09-302025-10-08 LNC LINCOLN NATL CORP IND17.2K shares-5.16%2025-09-302025-10-08 HII HUNTINGTON INGALLS INDS INC2.4K shares-10.91%2025-09-302025-10-08 GSUS GOLDMAN SACHS ETF TR7.5K shares6.85%2025-09-302025-10-08 GS GOLDMAN SACHS GROUP INC868 shares-40.55%2025-09-302025-10-08 SRE SEMPRA7.7K shares-0.01%2025-09-302025-10-08 SOXX ISHARES TR2.5K shares-33.78%2025-09-302025-10-08 IWB ISHARES TR1.9K shares1.57%2025-09-302025-10-08 ITA ISHARES TR3.3K shares34.70%2025-09-302025-10-08 RWL INVESCO EXCH TRADED FD TR II6.0K 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shares-17.42%2025-09-302025-10-08 XLSR SSGA ACTIVE TR3.8K shares-2.59%2025-09-302025-10-08 PSX PHILLIPS 661.6K shares-26.11%2025-09-302025-10-08 TMO THERMO FISHER SCIENTIFIC INC456 shares-15.87%2025-09-302025-10-08 OCTU AIM ETF PRODUCTS TRUST7.9K shares0.00%2025-09-302025-10-08 GSLC GOLDMAN SACHS ETF TR1.7K shares0.00%2025-09-302025-10-08 TDVI FIRST TR EXCHANGE-TRADED FD7.7K sharesnew addition2025-09-302025-10-08 TTE TOTALENERGIES SE3.7K shares9.86%2025-09-302025-10-08 MFC MANULIFE FINL CORP7.0K shares8.67%2025-09-302025-10-08 XHB SPDR SERIES TRUST2.0K sharesnew addition2025-09-302025-10-08 BBUS J P MORGAN EXCHANGE TRADED F1.8K sharesnew addition2025-09-302025-10-08 BUD ANHEUSER BUSCH INBEV SA/NV3.6K sharesnew addition2025-09-302025-10-08 IBUY AMPLIFY ETF TR2.8K sharesnew addition2025-09-302025-10-08 CCJ CAMECO CORP2.6K shares-37.30%2025-09-302025-10-08 BSAC BANCO SANTANDER CHILE NEW8.0K sharesnew addition2025-09-302025-10-08 MTUM ISHARES TR825 shares-25.00%2025-09-302025-10-08 XLF SELECT SECTOR SPDR TR3.9K shares-0.66%2025-09-302025-10-08 ITB ISHARES TR2.0K sharesnew addition2025-09-302025-10-08 ED CONSOLIDATED EDISON INC2.1K shares-1.97%2025-09-302025-10-08 OTIS OTIS WORLDWIDE CORP2.3K shares-1.55%2025-09-302025-10-08 DFSD DIMENSIONAL ETF TRUST4.3K shares0.82%2025-09-302025-10-08 UVV UNIVERSAL CORP VA3.7K sharesnew addition2025-09-302025-10-08 FSMB FIRST TR EXCH TRADED FD III10.3K shares0.00%2025-09-302025-10-08 VTWO VANGUARD SCOTTSDALE FDS2.1K sharesnew addition2025-09-302025-10-08 HRL HORMEL FOODS CORP8.3K shares-1.06%2025-09-302025-10-08 SPBW AIM ETF PRODUCTS TRUST7.5K sharesnew addition2025-09-302025-10-08 GTLB GITLAB INC4.5K sharesnew addition2025-09-302025-10-08 TRIP TRIPADVISOR INC12.3K sharesnew addition2025-09-302025-10-08 EC ECOPETROL S A21.2K shares7.08%2025-09-302025-10-08 BBDC BARINGS BDC INC22.2K shares1.33%2025-09-302025-10-08 SOC SABLE OFFSHORE CORP10.7K sharesnew addition2025-09-302025-10-08 PCT PURECYCLE TECHNOLOGIES INC13.9K shares36.12%2025-09-302025-10-08 BBBY BED BATH & BEYOND INC18.5K shares7.17%2025-09-302025-10-08 FSK FS KKR CAP CORP11.5K shares-61.67%2025-09-302025-10-08 NVG NUVEEN AMT FREE MUN CR INC F13.9K shares0.18%2025-09-302025-10-08 EVLV EVOLV TECHNOLOGIES HLDNGS IN20.8K sharesnew addition2025-09-302025-10-08 ACHR ARCHER AVIATION INC14.7K shares-39.96%2025-09-302025-10-08 BLND BLEND LABS INC35.5K sharesnew addition2025-09-302025-10-08 UWMC UWM HOLDINGS CORPORATION20.9K shares-30.04%2025-09-302025-10-08 AAL AMERICAN AIRLS GROUP INC10.3K shares-16.62%2025-09-302025-10-08 GLO CLOUGH GLOBAL OPPORTUNITIES20.1K shares0.00%2025-09-302025-10-08 VALE VALE S A10.0K shares-33.75%2025-09-302025-10-08 GSBD GOLDMAN SACHS BDC INC10.4K shares1.45%2025-09-302025-10-08 BRSP BRIGHTSPIRE CAPITAL INC17.0K shares0.00%2025-09-302025-10-08 SG SWEETGREEN INC10.3K sharesnew addition2025-09-302025-10-08 EDIT EDITAS MEDICINE INC15.0K shares0.00%2025-09-302025-10-08 DDD 3-D SYS CORP DEL13.0K shares0.00%2025-09-302025-10-08 MRVI MARAVAI LIFESCIENCES HLDGS I12.2K shares-35.74%2025-09-302025-10-08 KOPN KOPIN CORP10.9K shares0.00%2025-09-302025-10-08 PLBY PLAYBOY INC10.7K shares-65.13%2025-09-302025-10-08 REE REE AUTOMOTIVE LTD17.6K shares0.00%2025-09-302025-10-08 Call Option Holdings
Put Option Holdings
No put option holdings data available