The Analysis of Perennial Investment Advisors, LLC's Holdings
Currently, Perennial Investment Advisors, LLC holds 475 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in TSLA (+92.6K shares, valued at $41.2M), NVDA (+128.3K shares, valued at $23.9M), SPHQ (+261.1K shares, valued at $19.1M); decreased their positions in QUAL (-53.9K shares, valued at $10.5M), SPGP (-52.5K shares, valued at $6.0M), IYW (-29.1K shares, valued at $5.7M); initiated new positions in SHLD (+52.1K shares, valued at $3.7M), ISCV (+27.2K shares, valued at $1.8M), SPTL (+45.4K shares, valued at $1.2M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION343.6K shares59.62%2025-09-302025-11-12
TSLA TESLA INC120.9K shares327.82%2025-09-302025-11-12 SPYG SPDR SERIES TRUST512.4K shares-4.54%2025-09-302025-11-12 SPHQ INVESCO EXCHANGE TRADED FD T710.4K shares58.10%2025-09-302025-11-12 QUS SPDR SERIES TRUST264.0K shares8.12%2025-09-302025-11-12 SPYV SPDR SERIES TRUST801.3K shares-2.25%2025-09-302025-11-12 AAPL APPLE INC164.2K shares2.87%2025-09-302025-11-12 IWY ISHARES TR121.0K shares8.35%2025-09-302025-11-12 RDVY FIRST TR EXCHANGE TRADED FD416.8K shares7.19%2025-09-302025-11-12 IYW ISHARES TR119.8K shares-19.56%2025-09-302025-11-12 DYNF BLACKROCK ETF TRUST381.3K shares20.94%2025-09-302025-11-12 SPY SPDR S&P 500 ETF TR27.7K shares0.74%2025-09-302025-11-12 MSFT MICROSOFT CORP33.6K shares-6.00%2025-09-302025-11-12 AMZN AMAZON COM INC73.1K shares0.38%2025-09-302025-11-12 VTI VANGUARD INDEX FDS40.3K shares-2.54%2025-09-302025-11-12 QQQ INVESCO QQQ TR19.8K shares2.93%2025-09-302025-11-12 SPYM SPDR SERIES TRUST146.4K shares3.09%2025-09-302025-11-12 TLT ISHARES TR124.3K shares-11.97%2025-09-302025-11-12 VUG VANGUARD INDEX FDS22.9K shares3.53%2025-09-302025-11-12 CLIP GLOBAL X FDS109.2K shares19.64%2025-09-302025-11-12 COWZ PACER FDS TR184.6K shares4.99%2025-09-302025-11-12 VGT VANGUARD WORLD FD13.9K shares-2.04%2025-09-302025-11-12 SPGP INVESCO EXCHANGE TRADED FD T90.7K shares-36.69%2025-09-302025-11-12 QUAL ISHARES TR52.5K shares-50.63%2025-09-302025-11-12 BRK.B BERKSHIRE HATHAWAY INC DEL20.2K shares-1.41%2025-09-302025-11-12 OEF ISHARES TR28.5K shares66.84%2025-09-302025-11-12 IVV ISHARES TR13.7K shares0.38%2025-09-302025-11-12 VTV VANGUARD INDEX FDS48.9K shares7.14%2025-09-302025-11-12 IEMG ISHARES INC136.8K shares27.51%2025-09-302025-11-12 META META PLATFORMS INC10.7K shares0.44%2025-09-302025-11-12 BAI BLACKROCK ETF TRUST216.7K shares112.51%2025-09-302025-11-12 PLTR PALANTIR TECHNOLOGIES INC39.2K shares4.14%2025-09-302025-11-12 NTSX WISDOMTREE TR131.3K shares0.54%2025-09-302025-11-12 MTUM ISHARES TR26.7K shares6.46%2025-09-302025-11-12 GOOGL ALPHABET INC27.1K shares-2.37%2025-09-302025-11-12 AVGO BROADCOM INC19.9K shares-3.02%2025-09-302025-11-12 SDY SPDR SERIES TRUST43.6K shares6.49%2025-09-302025-11-12 NFLX NETFLIX INC4.8K shares78.21%2025-09-302025-11-12 XLI SELECT SECTOR SPDR TR37.2K shares15.92%2025-09-302025-11-12 GOOG ALPHABET INC23.4K shares1.04%2025-09-302025-11-12 VEA VANGUARD TAX-MANAGED FDS93.0K shares16.17%2025-09-302025-11-12 XLK SELECT SECTOR SPDR TR19.6K shares-13.55%2025-09-302025-11-12 THRO BLACKROCK ETF TRUST145.3K shares1.61%2025-09-302025-11-12 OBDC BLUE OWL CAPITAL CORPORATION427.1K shares1.84%2025-09-302025-11-12 XMHQ INVESCO EXCHANGE TRADED FD T51.4K shares-2.38%2025-09-302025-11-12 CGGR CAPITAL GROUP GROWTH ETF122.8K shares10.98%2025-09-302025-11-12 OUNZ VANECK MERK GOLD ETF139.9K shares57.51%2025-09-302025-11-12 SFLR INNOVATOR ETFS TRUST140.6K shares14.22%2025-09-302025-11-12 BIL SPDR SERIES TRUST54.1K shares8.01%2025-09-302025-11-12 AIQ GLOBAL X FDS100.4K shares27.16%2025-09-302025-11-12 IAU ISHARES GOLD TR66.9K shares9.43%2025-09-302025-11-12 RWL INVESCO EXCH TRADED FD TR II41.6K shares0.81%2025-09-302025-11-12 CGDV CAPITAL GROUP DIVIDEND VALUE109.5K shares11.91%2025-09-302025-11-12 SPTM SPDR SERIES TRUST56.2K shares-6.10%2025-09-302025-11-12 OMFL INVESCO EXCH TRD SLF IDX FD73.1K shares-22.89%2025-09-302025-11-12 IJR ISHARES TR36.9K shares2.24%2025-09-302025-11-12 CGGO CAPITAL GROUP GBL GROWTH EQT123.5K shares12.25%2025-09-302025-11-12 JAVA J P MORGAN EXCHANGE TRADED F59.7K shares11.78%2025-09-302025-11-12 SPSM SPDR SERIES TRUST85.1K shares-28.80%2025-09-302025-11-12 CGUS CAPITAL GROUP CORE EQUITY ET95.4K shares10.83%2025-09-302025-11-12 COST COSTCO WHSL CORP NEW4.1K shares-2.21%2025-09-302025-11-12 CLM CORNERSTONE STRATEGIC INVEST454.9K shares0.81%2025-09-302025-11-12 HGER HARBOR ETF TRUST144.4K shares-0.32%2025-09-302025-11-12 CRF CORNERSTONE TOTAL RETURN FD461.3K shares0.89%2025-09-302025-11-12 SHLD GLOBAL X FDS52.1K sharesnew addition2025-09-302025-11-12 SLV ISHARES SILVER TR85.4K shares21.72%2025-09-302025-11-12 ENVX ENOVIX CORPORATION358.2K shares-2.15%2025-09-302025-11-12 IAGG ISHARES TR68.4K shares4.21%2025-09-302025-11-12 JEPQ J P MORGAN EXCHANGE TRADED F60.8K shares6.15%2025-09-302025-11-12 IWF ISHARES TR7.4K shares-0.66%2025-09-302025-11-12 FTCS FIRST TR EXCHANGE-TRADED FD36.5K shares-5.13%2025-09-302025-11-12 IJH ISHARES TR51.8K shares-1.25%2025-09-302025-11-12 VOO VANGUARD INDEX FDS5.4K shares1.60%2025-09-302025-11-12 SPMD SPDR SERIES TRUST57.1K shares-39.63%2025-09-302025-11-12 NEAR ISHARES U S ETF TR62.8K shares4.14%2025-09-302025-11-12 VO VANGUARD INDEX FDS10.9K shares22.59%2025-09-302025-11-12 BUFR FIRST TR EXCHNG TRADED FD VI95.1K shares0.59%2025-09-302025-11-12 BUFD FIRST TR EXCHNG TRADED FD VI114.3K shares1.99%2025-09-302025-11-12 CVX CHEVRON CORP NEW20.0K shares50.20%2025-09-302025-11-12 DGRO ISHARES TR43.6K shares6.77%2025-09-302025-11-12 FTHI FIRST TR EXCHANGE TRADED FD125.0K shares9.89%2025-09-302025-11-12 SLYV SPDR SERIES TRUST33.4K shares-9.16%2025-09-302025-11-12 SOFI SOFI TECHNOLOGIES INC111.5K shares-0.04%2025-09-302025-11-12 STIP ISHARES TR28.0K shares10.69%2025-09-302025-11-12 SPYI NEOS ETF TRUST54.7K shares15.79%2025-09-302025-11-12 XLC SELECT SECTOR SPDR TR24.1K shares7.45%2025-09-302025-11-12 JPM JPMORGAN CHASE & CO.8.9K shares-11.63%2025-09-302025-11-12 SLYG SPDR SERIES TRUST29.5K shares-8.71%2025-09-302025-11-12 ORCL ORACLE CORP9.6K shares2.61%2025-09-302025-11-12 V VISA INC7.9K shares0.24%2025-09-302025-11-12 CGMS CAPITAL GRP FIXED INCM ETF T92.0K shares12.00%2025-09-302025-11-12 TSM TAIWAN SEMICONDUCTOR MFG LTD8.6K shares12.43%2025-09-302025-11-12 HIMU BLACKROCK ETF TRUST II48.9K shares56.95%2025-09-302025-11-12 GLD SPDR GOLD TR6.7K shares-3.90%2025-09-302025-11-12 JGRO J P MORGAN EXCHANGE TRADED F25.1K shares1.00%2025-09-302025-11-12 XLF SELECT SECTOR SPDR TR43.7K shares17.85%2025-09-302025-11-12 JPST J P MORGAN EXCHANGE TRADED F45.5K shares12.77%2025-09-302025-11-12 SPDW SPDR INDEX SHS FDS53.8K shares4.83%2025-09-302025-11-12 WINN HARBOR ETF TRUST73.7K shares7.88%2025-09-302025-11-12 ESGU ISHARES TR15.7K shares-1.31%2025-09-302025-11-12 AVEM AMERICAN CENTY ETF TR30.3K shares20.76%2025-09-302025-11-12 VIG VANGUARD SPECIALIZED FUNDS10.5K shares-1.78%2025-09-302025-11-12 LQD ISHARES TR20.0K shares9.30%2025-09-302025-11-12 LVHI LEGG MASON ETF INVT62.9K shares-6.32%2025-09-302025-11-12 CRWD CROWDSTRIKE HLDGS INC4.3K shares-1.38%2025-09-302025-11-12 CGCP CAPITAL GRP FIXED INCM ETF T92.0K shares19.83%2025-09-302025-11-12 CGNG CAPITAL GROUP NEW GEOGRAPHY67.3K shares11.64%2025-09-302025-11-12 PANW PALO ALTO NETWORKS INC10.0K shares2.44%2025-09-302025-11-12 FVD FIRST TR EXCHANGE-TRADED FD43.8K shares-5.62%2025-09-302025-11-12 IVW ISHARES TR16.5K shares-4.11%2025-09-302025-11-12 EFA ISHARES TR21.3K shares9.68%2025-09-302025-11-12 UCON FIRST TR EXCHNG TRADED FD VI78.5K shares-58.58%2025-09-302025-11-12 FPE FIRST TR EXCH TRADED FD III107.9K shares12.74%2025-09-302025-11-12 PTLC PACER FDS TR35.4K shares-1.03%2025-09-302025-11-12 SHOP SHOPIFY INC13.0K shares-0.49%2025-09-302025-11-12 VB VANGUARD INDEX FDS7.2K shares-0.80%2025-09-302025-11-12 ISCV ISHARES TR27.2K sharesnew addition2025-09-302025-11-12 GLDM WORLD GOLD TR23.7K shares11.89%2025-09-302025-11-12 XSMO INVESCO EXCHANGE TRADED FD T24.6K shares12.27%2025-09-302025-11-12 SGOV ISHARES TR18.0K shares12.90%2025-09-302025-11-12 IWM ISHARES TR7.2K shares-3.11%2025-09-302025-11-12 DIS DISNEY WALT CO14.9K shares-16.99%2025-09-302025-11-12 IWP ISHARES TR12.0K shares-3.81%2025-09-302025-11-12 ISCG ISHARES TR31.2K shares3.04%2025-09-302025-11-12 EUSB ISHARES TR38.6K shares0.87%2025-09-302025-11-12 IEFA ISHARES TR19.4K shares-0.38%2025-09-302025-11-12 WMT WALMART INC16.4K shares0.46%2025-09-302025-11-12 MSTR STRATEGY INC5.2K shares-15.24%2025-09-302025-11-12 HYG ISHARES TR20.7K shares7.01%2025-09-302025-11-12 KO COCA COLA CO24.6K shares-45.07%2025-09-302025-11-12 IUSG ISHARES TR9.8K shares4.07%2025-09-302025-11-12 PAVE GLOBAL X FDS33.4K shares-13.98%2025-09-302025-11-12 XLV SELECT SECTOR SPDR TR11.3K shares-16.85%2025-09-302025-11-12 UNH UNITEDHEALTH GROUP INC4.5K shares73.33%2025-09-302025-11-12 IBIT ISHARES BITCOIN TRUST ETF23.4K shares17.96%2025-09-302025-11-12 JMST J P MORGAN EXCHANGE TRADED F29.1K shares-0.49%2025-09-302025-11-12 PEP PEPSICO INC10.5K shares2.56%2025-09-302025-11-12 IVE ISHARES TR7.1K shares-0.72%2025-09-302025-11-12 IBM INTERNATIONAL BUSINESS MACHS5.2K shares-6.36%2025-09-302025-11-12 GE GE AEROSPACE4.9K shares4.05%2025-09-302025-11-12 XLY SELECT SECTOR SPDR TR6.0K shares-0.82%2025-09-302025-11-12 XLE SELECT SECTOR SPDR TR16.1K shares-4.85%2025-09-302025-11-12 IWR ISHARES TR14.8K shares-3.36%2025-09-302025-11-12 HD HOME DEPOT INC3.5K shares-10.21%2025-09-302025-11-12 EMXC ISHARES INC20.7K shares-45.56%2025-09-302025-11-12 BIZD VANECK ETF TRUST93.1K shares25.04%2025-09-302025-11-12 NBIS NEBIUS GROUP N.V.12.4K shares-4.86%2025-09-302025-11-12 XOM EXXON MOBIL CORP12.2K shares-2.69%2025-09-302025-11-12 LLY ELI LILLY & CO1.8K shares-3.91%2025-09-302025-11-12 EFIV SPDR SERIES TRUST21.5K shares4.17%2025-09-302025-11-12 MA MASTERCARD INCORPORATED2.4K shares0.50%2025-09-302025-11-12 MOAT VANECK ETF TRUST13.7K shares1.72%2025-09-302025-11-12 DBMF LITMAN GREGORY FDS TR49.9K shares10.99%2025-09-302025-11-12 CRM SALESFORCE INC5.7K shares-6.71%2025-09-302025-11-12 IWD ISHARES TR6.6K shares-1.94%2025-09-302025-11-12 ESGD ISHARES TR14.3K shares0.33%2025-09-302025-11-12 BND VANGUARD BD INDEX FDS17.8K shares8.39%2025-09-302025-11-12 USMV ISHARES TR13.9K shares-1.02%2025-09-302025-11-12 SPMO INVESCO EXCH TRADED FD TR II10.8K shares10.62%2025-09-302025-11-12 BAC BANK AMERICA CORP25.4K shares-3.33%2025-09-302025-11-12 GEV GE VERNOVA INC2.1K shares-2.47%2025-09-302025-11-12 AMD ADVANCED MICRO DEVICES INC8.1K shares8.20%2025-09-302025-11-12 GSUS GOLDMAN SACHS ETF TR13.9K shares-5.27%2025-09-302025-11-12 LMBS FIRST TR EXCHANGE-TRADED FD25.6K shares-4.52%2025-09-302025-11-12 ESGE ISHARES INC29.1K shares1.50%2025-09-302025-11-12 SMH VANECK ETF TRUST3.8K shares-8.43%2025-09-302025-11-12 SPTL SPDR SERIES TRUST45.4K sharesnew addition2025-09-302025-11-12 GSIE GOLDMAN SACHS ETF TR28.4K shares-3.99%2025-09-302025-11-12 KRMA GLOBAL X FDS27.0K shares-4.54%2025-09-302025-11-12 CGHM CAPITAL GRP FIXED INCM ETF T45.7K shares6.75%2025-09-302025-11-12 ISRG INTUITIVE SURGICAL INC2.5K shares-1.97%2025-09-302025-11-12 RSP INVESCO EXCHANGE TRADED FD T6.0K shares0.35%2025-09-302025-11-12 VZ VERIZON COMMUNICATIONS INC25.4K shares3.82%2025-09-302025-11-12 DFAC DIMENSIONAL ETF TRUST28.0K shares-0.34%2025-09-302025-11-12 IUSV ISHARES TR10.7K shares6.55%2025-09-302025-11-12 CSCO CISCO SYS INC15.6K shares-19.45%2025-09-302025-11-12 SPLV INVESCO EXCH TRADED FD TR II14.4K shares-4.16%2025-09-302025-11-12 JNJ JOHNSON & JOHNSON5.6K shares-6.26%2025-09-302025-11-12 SIVR ABRDN SILVER ETF TRUST23.2K sharesnew addition2025-09-302025-11-12 USXF ISHARES TR17.6K shares0.68%2025-09-302025-11-12 FDN FIRST TR EXCHANGE-TRADED FD3.6K shares0.00%2025-09-302025-11-12 AGG ISHARES TR9.9K shares4.46%2025-09-302025-11-12 ABBV ABBVIE INC4.2K shares1.47%2025-09-302025-11-12 T AT&T INC34.3K shares-2.95%2025-09-302025-11-12 CMF ISHARES TR17.0K shares128.47%2025-09-302025-11-12 TOTL SSGA ACTIVE ETF TR23.9K shares-2.75%2025-09-302025-11-12 FYX FIRST TR EXCHANGE-TRADED ALP8.9K shares-25.22%2025-09-302025-11-12 PZA INVESCO EXCH TRADED FD TR II41.7K sharesnew addition2025-09-302025-11-12 MBB ISHARES TR10.1K shares-5.59%2025-09-302025-11-12 GOVT ISHARES TR40.4K shares-6.61%2025-09-302025-11-12 QFLR INNOVATOR ETFS TRUST27.9K shares18.22%2025-09-302025-11-12 JHML JOHN HANCOCK EXCHANGE TRADED11.7K shares-12.56%2025-09-302025-11-12 BA BOEING CO4.2K shares-2.35%2025-09-302025-11-12 IUSB ISHARES TR19.3K shares-22.35%2025-09-302025-11-12 GS GOLDMAN SACHS GROUP INC1.1K shares29.08%2025-09-302025-11-12 FSK FS KKR CAP CORP59.3K shares-6.94%2025-09-302025-11-12 CGSD CAPITAL GRP FIXED INCM ETF T34.0K shares18.88%2025-09-302025-11-12 AMGN AMGEN INC3.1K shares3.79%2025-09-302025-11-12 WFC WELLS FARGO CO NEW10.2K shares-7.50%2025-09-302025-11-12 O REALTY INCOME CORP14.1K shares-1.48%2025-09-302025-11-12 VBK VANGUARD INDEX FDS2.9K shares-4.12%2025-09-302025-11-12 UBER UBER TECHNOLOGIES INC8.6K shares9.95%2025-09-302025-11-12 ASML ASML HOLDING N V855 shares-16.75%2025-09-302025-11-12 VBR VANGUARD INDEX FDS4.0K shares-13.63%2025-09-302025-11-12 URA GLOBAL X FDS17.3K shares0.48%2025-09-302025-11-12 ICSH ISHARES TR16.2K shares197.06%2025-09-302025-11-12 CAT CATERPILLAR INC1.7K shares1.18%2025-09-302025-11-12 SPEM SPDR INDEX SHS FDS17.5K shares-4.32%2025-09-302025-11-12 EPRT ESSENTIAL PPTYS RLTY TR INC27.5K shares0.08%2025-09-302025-11-12 SPTI SPDR SERIES TRUST28.1K shares-5.63%2025-09-302025-11-12 BCAT BLACKROCK CAP ALLOCATION TER54.9K shares2.26%2025-09-302025-11-12 BLK BLACKROCK INC695 shares23.67%2025-09-302025-11-12 ADI ANALOG DEVICES INC3.3K shares-5.58%2025-09-302025-11-12 TLTW ISHARES TR34.1K shares3.16%2025-09-302025-11-12 QQMG INVESCO EXCH TRADED FD TR II19.2K shares24.15%2025-09-302025-11-12 NLR VANECK ETF TRUST5.7K sharesnew addition2025-09-302025-11-12 TMO THERMO FISHER SCIENTIFIC INC1.6K shares9.16%2025-09-302025-11-12 EVM EATON VANCE CALIF MUN BD FD79.0K shares0.00%2025-09-302025-11-12 RTX RTX CORPORATION4.5K shares-0.60%2025-09-302025-11-12 IWB ISHARES TR2.0K shares-0.88%2025-09-302025-11-12 ORLY OREILLY AUTOMOTIVE INC6.9K shares5.88%2025-09-302025-11-12 BX BLACKSTONE INC4.3K shares7.50%2025-09-302025-11-12 PG PROCTER AND GAMBLE CO4.8K shares-20.76%2025-09-302025-11-12 TJX TJX COS INC NEW5.0K shares0.52%2025-09-302025-11-12 MUC BLACKROCK MUNIHLDNGS CALI QL66.9K shares-10.44%2025-09-302025-11-12 XLB SELECT SECTOR SPDR TR8.0K shares24.11%2025-09-302025-11-12 STPZ PIMCO ETF TR13.2K sharesnew addition2025-09-302025-11-12 KLAC KLA CORP662 shares1.07%2025-09-302025-11-12 AXP AMERICAN EXPRESS CO2.1K shares-1.34%2025-09-302025-11-12 FDL FIRST TR EXCHANGE-TRADED FD16.0K shares-8.63%2025-09-302025-11-12 QCOM QUALCOMM INC4.2K shares-0.91%2025-09-302025-11-12 PRF INVESCO EXCHANGE TRADED FD T15.2K shares0.00%2025-09-302025-11-12 MS MORGAN STANLEY4.3K shares-7.63%2025-09-302025-11-12 MU MICRON TECHNOLOGY INC4.1K shares22.82%2025-09-302025-11-12 DSI ISHARES TR5.3K shares-0.76%2025-09-302025-11-12 AER AERCAP HOLDINGS NV5.5K shares0.02%2025-09-302025-11-12 AXON AXON ENTERPRISE INC918 shares0.00%2025-09-302025-11-12 SPIB SPDR SERIES TRUST19.4K shares-3.57%2025-09-302025-11-12 IWS ISHARES TR4.7K shares-9.26%2025-09-302025-11-12 NXPI NXP SEMICONDUCTORS N V2.9K shares-1.24%2025-09-302025-11-12 SBUX STARBUCKS CORP7.7K shares-3.07%2025-09-302025-11-12 EFV ISHARES TR9.6K shares-24.91%2025-09-302025-11-12 DIA SPDR DOW JONES INDL AVERAGE1.4K shares-3.81%2025-09-302025-11-12 VCIT VANGUARD SCOTTSDALE FDS7.6K shares-5.12%2025-09-302025-11-12 CDNS CADENCE DESIGN SYSTEM INC1.8K shares-8.86%2025-09-302025-11-12 ELV ELEVANCE HEALTH INC FORMERLY2.0K shares203.26%2025-09-302025-11-12 LRCX LAM RESEARCH CORP4.6K shares-21.63%2025-09-302025-11-12 RACE FERRARI N V1.3K shares10.93%2025-09-302025-11-12 BABA ALIBABA GROUP HLDG LTD3.4K shares-12.85%2025-09-302025-11-12 XLU SELECT SECTOR SPDR TR7.0K shares66.59%2025-09-302025-11-12 CGCB CAPITAL GRP FIXED INCM ETF T22.8K shares9.38%2025-09-302025-11-12 XYLD GLOBAL X FDS15.3K shares-6.79%2025-09-302025-11-12 ICE INTERCONTINENTAL EXCHANGE IN3.6K shares-6.05%2025-09-302025-11-12 DKNG DRAFTKINGS INC NEW16.0K shares-0.03%2025-09-302025-11-12 ADBE ADOBE INC1.7K shares-7.59%2025-09-302025-11-12 GM GENERAL MTRS CO9.5K shares-10.07%2025-09-302025-11-12 FTEC FIDELITY COVINGTON TRUST2.6K sharesnew addition2025-09-302025-11-12 ILCV ISHARES TR6.2K shares-2.52%2025-09-302025-11-12 MMM 3M CO3.6K shares-14.74%2025-09-302025-11-12 LOW LOWES COS INC2.2K shares1.33%2025-09-302025-11-12 CGCV CAPITAL GROUP CONSERVATIVE E18.3K shares-2.02%2025-09-302025-11-12 TXN TEXAS INSTRS INC2.9K shares-6.55%2025-09-302025-11-12 PYPL PAYPAL HLDGS INC8.0K shares-4.16%2025-09-302025-11-12 INTC INTEL CORP15.9K shares-9.56%2025-09-302025-11-12 ULST SSGA ACTIVE ETF TR13.0K shares53.95%2025-09-302025-11-12 OKLO OKLO INC4.7K shares3.41%2025-09-302025-11-12 MCD MCDONALDS CORP1.7K shares3.27%2025-09-302025-11-12 XHB SPDR SERIES TRUST4.6K shares-22.45%2025-09-302025-11-12 KKR KKR & CO INC3.9K shares3.13%2025-09-302025-11-12 SPEU SPDR INDEX SHS FDS10.0K shares33.51%2025-09-302025-11-12 SRE SEMPRA5.5K shares8.03%2025-09-302025-11-12 VRTX VERTEX PHARMACEUTICALS INC1.3K shares-4.54%2025-09-302025-11-12 C CITIGROUP INC4.8K shares-13.42%2025-09-302025-11-12 DFAI DIMENSIONAL ETF TRUST13.1K shares108.61%2025-09-302025-11-12 MELI MERCADOLIBRE INC199 shares-1.97%2025-09-302025-11-12 LNG CHENIERE ENERGY INC2.0K shares14.14%2025-09-302025-11-12 MO ALTRIA GROUP INC7.0K shares2.29%2025-09-302025-11-12 SPMB SPDR SERIES TRUST20.3K shares-13.68%2025-09-302025-11-12 GSLC GOLDMAN SACHS ETF TR3.5K shares-2.61%2025-09-302025-11-12 ABT ABBOTT LABS3.3K shares0.30%2025-09-302025-11-12 LMT LOCKHEED MARTIN CORP886 shares0.45%2025-09-302025-11-12 PFE PFIZER INC17.0K shares-24.97%2025-09-302025-11-12 GCOR GOLDMAN SACHS ETF TR10.3K shares8.92%2025-09-302025-11-12 ADP AUTOMATIC DATA PROCESSING IN1.4K shares-0.89%2025-09-302025-11-12 BILS SPDR SERIES TRUST4.3K shares0.02%2025-09-302025-11-12 HON HONEYWELL INTL INC2.0K shares-4.57%2025-09-302025-11-12 MGK VANGUARD WORLD FD1.0K shares0.10%2025-09-302025-11-12 ARCC ARES CAPITAL CORP20.3K shares-3.88%2025-09-302025-11-12 HDV ISHARES TR3.4K shares0.00%2025-09-302025-11-12 RKLB ROCKET LAB CORP8.6K shares-3.38%2025-09-302025-11-12 UNP UNION PAC CORP1.7K shares3.47%2025-09-302025-11-12 PLD PROLOGIS INC.3.5K shares7.01%2025-09-302025-11-12 CWS ADVISORSHARES TR5.9K shares45.98%2025-09-302025-11-12 SYK STRYKER CORPORATION1.1K shares-0.45%2025-09-302025-11-12 POOL POOL CORP1.3K shares-0.53%2025-09-302025-11-12 MNST MONSTER BEVERAGE CORP NEW5.9K shares1.05%2025-09-302025-11-12 SPOT SPOTIFY TECHNOLOGY S A566 shares2.54%2025-09-302025-11-12 RIOT RIOT PLATFORMS INC20.8K shares0.00%2025-09-302025-11-12 KRE SPDR SERIES TRUST6.2K shares-1.19%2025-09-302025-11-12 FLTR VANECK ETF TRUST15.4K shares-6.34%2025-09-302025-11-12 SRLN SSGA ACTIVE ETF TR9.4K shares1.19%2025-09-302025-11-12 NVS NOVARTIS AG3.1K shares-0.49%2025-09-302025-11-12 COP CONOCOPHILLIPS4.1K shares0.83%2025-09-302025-11-12 SMCI SUPER MICRO COMPUTER INC8.2K shares-15.95%2025-09-302025-11-12 ADSK AUTODESK INC1.2K shares-9.70%2025-09-302025-11-12 JAAA JANUS DETROIT STR TR7.6K shares8.53%2025-09-302025-11-12 GRID FIRST TR EXCHANGE TRADED FD2.5K shares0.83%2025-09-302025-11-12 MITK MITEK SYS INC39.2K shares-8.73%2025-09-302025-11-12 CSM PROSHARES TR5.0K shares-1.03%2025-09-302025-11-12 PM PHILIP MORRIS INTL INC2.3K shares2.05%2025-09-302025-11-12 TLH ISHARES TR3.7K shares36.96%2025-09-302025-11-12 BSV VANGUARD BD INDEX FDS4.7K shares-2.63%2025-09-302025-11-12 LEN LENNAR CORP2.9K shares4.56%2025-09-302025-11-12 ANET ARISTA NETWORKS INC2.5K shares-17.83%2025-09-302025-11-12 FCAL FIRST TR EXCH TRADED FD III7.5K shares-16.17%2025-09-302025-11-12 GDX VANECK ETF TRUST4.8K sharesnew addition2025-09-302025-11-12 APP APPLOVIN CORP506 sharesnew addition2025-09-302025-11-12 ITOT ISHARES TR2.5K shares-26.48%2025-09-302025-11-12 BKNG BOOKING HOLDINGS INC67 shares-1.47%2025-09-302025-11-12 WDC WESTERN DIGITAL CORP3.0K shares-5.42%2025-09-302025-11-12 F FORD MTR CO30.0K shares0.93%2025-09-302025-11-12 WPC WP CAREY INC5.3K shares-1.38%2025-09-302025-11-12 EEM ISHARES TR6.7K shares0.10%2025-09-302025-11-12 SITM SITIME CORP1.2K shares-11.90%2025-09-302025-11-12 WM WASTE MGMT INC DEL1.6K shares-0.12%2025-09-302025-11-12 STX SEAGATE TECHNOLOGY HLDNGS PL1.5K shares-7.56%2025-09-302025-11-12 FEX FIRST TR EXCHANGE-TRADED ALP3.0K shares0.26%2025-09-302025-11-12 RDIV INVESCO EXCH TRADED FD TR II6.8K shares-4.15%2025-09-302025-11-12 JHMM JOHN HANCOCK EXCHANGE TRADED5.4K shares0.00%2025-09-302025-11-12 IWV ISHARES TR920 shares0.11%2025-09-302025-11-12 MUB ISHARES TR3.2K shares58.70%2025-09-302025-11-12 SPAB SPDR SERIES TRUST13.3K shares-10.19%2025-09-302025-11-12 URI UNITED RENTALS INC359 shares10.80%2025-09-302025-11-12 XPO XPO INC2.6K shares1.46%2025-09-302025-11-12 NOBL PROSHARES TR3.3K shares-6.70%2025-09-302025-11-12 AVY AVERY DENNISON CORP2.1K sharesnew addition2025-09-302025-11-12 AJG GALLAGHER ARTHUR J & CO1.1K shares-0.09%2025-09-302025-11-12 GOF GUGGENHEIM STRATEGIC OPPORTU22.4K shares15.05%2025-09-302025-11-12 BTI BRITISH AMERN TOB PLC6.3K shares8.09%2025-09-302025-11-12 WDAY WORKDAY INC1.4K shares-21.02%2025-09-302025-11-12 NEE NEXTERA ENERGY INC4.4K shares15.17%2025-09-302025-11-12 MRK MERCK & CO INC3.9K shares-5.54%2025-09-302025-11-12 COIN COINBASE GLOBAL INC971 shares-9.25%2025-09-302025-11-12 ETN EATON CORP PLC871 shares7.80%2025-09-302025-11-12 FTSM FIRST TR EXCHANGE-TRADED FD5.4K shares-2.16%2025-09-302025-11-12 BBAG J P MORGAN EXCHANGE TRADED F6.9K shares-0.59%2025-09-302025-11-12 IEF ISHARES TR3.3K shares7.02%2025-09-302025-11-12 SCHW SCHWAB CHARLES CORP3.3K shares-10.04%2025-09-302025-11-12 FSS FEDERAL SIGNAL CORP2.7K shares0.00%2025-09-302025-11-12 OTF BLUE OWL TECHNOLOGY FIN CORP22.9K sharesnew addition2025-09-302025-11-12 SNOW SNOWFLAKE INC1.4K shares-0.64%2025-09-302025-11-12 INTU INTUIT460 shares-29.23%2025-09-302025-11-12 RYLD GLOBAL X FDS20.7K shares3.37%2025-09-302025-11-12 PAYX PAYCHEX INC2.4K shares-0.94%2025-09-302025-11-12 CCL CARNIVAL CORP10.6K shares-7.90%2025-09-302025-11-12 SKYY FIRST TR EXCHANGE TRADED FD2.3K shares-11.66%2025-09-302025-11-12 VTIP VANGUARD MALVERN FDS6.0K shares-1.32%2025-09-302025-11-12 ITA ISHARES TR1.4K sharesnew addition2025-09-302025-11-12 MCHP MICROCHIP TECHNOLOGY INC.4.7K shares1.40%2025-09-302025-11-12 GLTR ABRDN PRECIOUS METALS BASKET1.8K shares0.00%2025-09-302025-11-12 AFL AFLAC INC2.7K shares-1.32%2025-09-302025-11-12 DGRW WISDOMTREE TR3.4K shares0.66%2025-09-302025-11-12 STRL STERLING INFRASTRUCTURE INC869 sharesnew addition2025-09-302025-11-12 IRM IRON MTN INC DEL2.9K shares1.05%2025-09-302025-11-12 PH PARKER-HANNIFIN CORP389 shares12.10%2025-09-302025-11-12 MSI MOTOROLA SOLUTIONS INC645 shares0.31%2025-09-302025-11-12 APH AMPHENOL CORP NEW2.4K shares4.36%2025-09-302025-11-12 NVG NUVEEN AMT FREE MUN CR INC F23.7K sharesnew addition2025-09-302025-11-12 USMC PRINCIPAL EXCHANGE TRADED FD4.2K sharesnew addition2025-09-302025-11-12 H HYATT HOTELS CORP2.0K shares0.20%2025-09-302025-11-12 BINC BLACKROCK ETF TRUST II5.4K shares2.29%2025-09-302025-11-12 NZF NUVEEN MUNICIPAL CREDIT INC22.9K sharesnew addition2025-09-302025-11-12 VIS VANGUARD WORLD FD959 shares-9.27%2025-09-302025-11-12 GILD GILEAD SCIENCES INC2.5K shares-13.91%2025-09-302025-11-12 HYMB SPDR SERIES TRUST11.3K sharesnew addition2025-09-302025-11-12 XLP SELECT SECTOR SPDR TR3.6K shares-0.50%2025-09-302025-11-12 VWO VANGUARD INTL EQUITY INDEX F5.2K shares-32.60%2025-09-302025-11-12 DVY ISHARES TR2.0K shares-2.25%2025-09-302025-11-12 LIN LINDE PLC582 shares22.78%2025-09-302025-11-12 DUK DUKE ENERGY CORP NEW2.2K shares4.07%2025-09-302025-11-12 DECK DECKERS OUTDOOR CORP2.7K shares5.37%2025-09-302025-11-12 EIS ISHARES INC2.7K shares0.00%2025-09-302025-11-12 ALLW SSGA ACTIVE TR9.8K sharesnew addition2025-09-302025-11-12 YUM YUM BRANDS INC1.8K shares0.17%2025-09-302025-11-12 ARM ARM HOLDINGS PLC1.9K shares18.85%2025-09-302025-11-12 AMAT APPLIED MATLS INC1.3K shares-10.30%2025-09-302025-11-12 AZO AUTOZONE INC63 shares0.00%2025-09-302025-11-12 LPLA LPL FINL HLDGS INC802 shares-0.25%2025-09-302025-11-12 MCK MCKESSON CORP344 sharesnew addition2025-09-302025-11-12 PPLT ABRDN PLATINUM ETF TRUST1.8K sharesnew addition2025-09-302025-11-12 HOLX HOLOGIC INC3.9K shares5.28%2025-09-302025-11-12 CI THE CIGNA GROUP905 shares-4.44%2025-09-302025-11-12 MDYV SPDR SERIES TRUST3.1K shares-41.12%2025-09-302025-11-12 COF CAPITAL ONE FINL CORP1.2K shares0.33%2025-09-302025-11-12 S SENTINELONE INC14.5K shares1.61%2025-09-302025-11-12 IEI ISHARES TR2.1K shares-0.19%2025-09-302025-11-12 HWM HOWMET AEROSPACE INC1.3K shares-1.07%2025-09-302025-11-12 PPG PPG INDS INC2.4K sharesnew addition2025-09-302025-11-12 ECL ECOLAB INC920 shares0.44%2025-09-302025-11-12 EMR EMERSON ELEC CO1.9K shares6.85%2025-09-302025-11-12 CIBR FIRST TR EXCHANGE TRADED FD3.3K shares-9.70%2025-09-302025-11-12 PSC PRINCIPAL EXCHANGE TRADED FD4.4K shares0.00%2025-09-302025-11-12 DHR DANAHER CORPORATION1.3K shares-62.23%2025-09-302025-11-12 VNQ VANGUARD INDEX FDS2.7K shares-17.66%2025-09-302025-11-12 NOW SERVICENOW INC270 shares6.72%2025-09-302025-11-12 SPYD SPDR SERIES TRUST5.6K shares0.39%2025-09-302025-11-12 FYT FIRST TR EXCHANGE-TRADED ALP4.4K sharesnew addition2025-09-302025-11-12 EOG EOG RES INC2.2K shares2.58%2025-09-302025-11-12 VCSH VANGUARD SCOTTSDALE FDS3.0K shares-17.36%2025-09-302025-11-12 DFAX DIMENSIONAL ETF TRUST7.7K shares0.00%2025-09-302025-11-12 AMP AMERIPRISE FINL INC487 shares14.05%2025-09-302025-11-12 LCTU BLACKROCK ETF TRUST3.3K shares-0.54%2025-09-302025-11-12 FWONK LIBERTY MEDIA CORP DEL2.3K shares-6.10%2025-09-302025-11-12 CLOI VANECK ETF TRUST4.4K shares-31.12%2025-09-302025-11-12 SE SEA LTD1.3K shares4.22%2025-09-302025-11-12 UPST UPSTART HLDGS INC4.6K shares1.10%2025-09-302025-11-12 IMMR IMMERSION CORP31.6K shares-11.09%2025-09-302025-11-12 TRP TC ENERGY CORP4.2K sharesnew addition2025-09-302025-11-12 XLG INVESCO EXCHANGE TRADED FD T4.0K sharesnew addition2025-09-302025-11-12 IYF ISHARES TR1.8K shares0.00%2025-09-302025-11-12 MDYG SPDR SERIES TRUST2.5K shares-44.20%2025-09-302025-11-12 XT ISHARES TR3.2K shares-7.71%2025-09-302025-11-12 HELO J P MORGAN EXCHANGE TRADED F3.5K shares0.00%2025-09-302025-11-12 ET ENERGY TRANSFER L P13.3K shares-5.19%2025-09-302025-11-12 SPHY SPDR SERIES TRUST9.5K shares-10.73%2025-09-302025-11-12 BMY BRISTOL-MYERS SQUIBB CO5.0K shares-3.81%2025-09-302025-11-12 LYV LIVE NATION ENTERTAINMENT IN1.4K shares0.43%2025-09-302025-11-12 FCX FREEPORT-MCMORAN INC5.8K shares0.52%2025-09-302025-11-12 SUSA ISHARES TR1.7K shares0.06%2025-09-302025-11-12 DE DEERE & CO492 shares-2.77%2025-09-302025-11-12 DFAS DIMENSIONAL ETF TRUST3.3K shares-3.07%2025-09-302025-11-12 GBTC GRAYSCALE BITCOIN TRUST ETF2.5K shares0.00%2025-09-302025-11-12 SPGI S&P GLOBAL INC460 shares3.84%2025-09-302025-11-12 WEC WEC ENERGY GROUP INC2.0K sharesnew addition2025-09-302025-11-12 PSX PHILLIPS 661.6K shares-6.00%2025-09-302025-11-12 HOG HARLEY DAVIDSON INC8.0K sharesnew addition2025-09-302025-11-12 AMT AMERICAN TOWER CORP NEW1.2K shares8.02%2025-09-302025-11-12 GTLB GITLAB INC4.9K shares-0.36%2025-09-302025-11-12 PULS PGIM ETF TR4.4K sharesnew addition2025-09-302025-11-12 GSY INVESCO ACTIVELY MANAGED EXC4.4K shares-22.38%2025-09-302025-11-12 OPP RIVERNORTH DOUBLELINE STRATE25.8K shares0.58%2025-09-302025-11-12 VONV VANGUARD SCOTTSDALE FDS2.5K shares1.82%2025-09-302025-11-12 KIE SPDR SERIES TRUST3.7K shares0.00%2025-09-302025-11-12 CALF PACER FDS TR5.0K shares-88.02%2025-09-302025-11-12 XEL XCEL ENERGY INC2.7K sharesnew addition2025-09-302025-11-12 MEAR ISHARES U S ETF TR4.3K shares-67.10%2025-09-302025-11-12 NDAQ NASDAQ INC2.4K shares-11.04%2025-09-302025-11-12 IWX ISHARES TR2.4K shares0.00%2025-09-302025-11-12 NVO NOVO-NORDISK A S3.8K shares-16.38%2025-09-302025-11-12 VV VANGUARD INDEX FDS685 shares-21.89%2025-09-302025-11-12 FDX FEDEX CORP891 sharesnew addition2025-09-302025-11-12 XYZ BLOCK INC2.9K shares-8.55%2025-09-302025-11-12 CVS CVS HEALTH CORP2.8K sharesnew addition2025-09-302025-11-12 HII HUNTINGTON INGALLS INDS INC719 sharesnew addition2025-09-302025-11-12 VFH VANGUARD WORLD FD1.6K shares-1.25%2025-09-302025-11-12 WMB WILLIAMS COS INC3.3K sharesnew addition2025-09-302025-11-12 GXO GXO LOGISTICS INCORPORATED3.9K sharesnew addition2025-09-302025-11-12 MDT MEDTRONIC PLC2.2K sharesnew addition2025-09-302025-11-12 CMCSA COMCAST CORP NEW6.5K shares-17.00%2025-09-302025-11-12 USB US BANCORP DEL4.2K sharesnew addition2025-09-302025-11-12 GSK GSK PLC4.7K sharesnew addition2025-09-302025-11-12 BBUS J P MORGAN EXCHANGE TRADED F1.7K sharesnew addition2025-09-302025-11-12 BCSF BAIN CAP SPECIALTY FIN INC12.5K shares0.00%2025-09-302025-11-12 RITM RITHM CAPITAL CORP11.3K shares1.99%2025-09-302025-11-12 FSCO FS CREDIT OPPORTUNITIES CORP17.9K shares3.92%2025-09-302025-11-12 VKQ INVESCO MUNICIPAL TRUST11.0K sharesnew addition2025-09-302025-11-12 ONDS ONDAS HLDGS INC13.5K sharesnew addition2025-09-302025-11-12 MVF BLACKROCK MUNIVEST FD INC15.0K sharesnew addition2025-09-302025-11-12 ABAT AMERICAN BATTERY TECHNOLOGY13.4K sharesnew addition2025-09-302025-11-12 CELU CELULARITY INC13.6K sharesnew addition2025-09-302025-11-12 OCGN OCUGEN INC15.0K shares0.00%2025-09-302025-11-12 ZOOZ ZOOZ PWR LTD10.0K sharesnew addition2025-09-302025-11-12 DEFT DEFI TECHNOLOGIES INC10.0K sharesnew addition2025-09-302025-11-12 LXRX LEXICON PHARMACEUTICALS INC11.0K shares0.00%2025-09-302025-11-12 APLT APPLIED THERAPEUTICS INC11.6K shares0.00%2025-09-302025-11-12 Call Option Holdings
ASML Call CallASML HOLDING N V600 sharesnew addition2025-09-302025-11-12 NVDA Call CallNVIDIA CORPORATION2.6K shares-18.75%2025-09-302025-11-12 CRWD Call CallCROWDSTRIKE HLDGS INC600 shares50.00%2025-09-302025-11-12 MSFT Call CallMICROSOFT CORP500 sharesnew addition2025-09-302025-11-12 Put Option Holdings
No put option holdings data available