The Analysis of Perigon Wealth Management, LLC's Holdings

Currently, Perigon Wealth Management, LLC holds 1295 types of securities in its portfolio with a total value $5.6B. In the most recent quarter, they have increased their positions in VGIT (+1.5M shares, valued at $87.6M), QLTY (+1.7M shares, valued at $63.6M), N/A (+100.8K shares, valued at $63.2M); decreased their positions in QUAL (-50.2K shares, valued at $10.0M), VRT (-20.5K shares, valued at $3.3M), WMT (-25.4K shares, valued at $2.8M); initiated new positions in QLTY (+1.7M shares, valued at $63.6M), PHO (+384.3K shares, valued at $27.1M), N/A (+158.9K shares, valued at $10.4M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION1.7M shares0.96%2025-12-312026-01-16

AAPL APPLE INC1.1M shares2.86%2025-12-312026-01-16

VANGUARD INDEX FDS VANGUARD INDEX FDS205.8K shares95.98%2025-12-312026-01-16

IVV ISHARES TR172.2K shares2.80%2025-12-312026-01-16

INVESCO QQQ TR INVESCO QQQ TR178.9K shares0.49%2025-12-312026-01-16

AMZN AMAZON COM INC447.9K shares-1.61%2025-12-312026-01-16

VGIT VANGUARD SCOTTSDALE FDS1.5M shares9969.59%2025-12-312026-01-16

MSFT MICROSOFT CORP182.5K shares8.63%2025-12-312026-01-16

Sponsored

ALPHABET INC ALPHABET INC280.7K shares1.18%2025-12-312026-01-16

ALPHABET INC ALPHABET INC216.0K shares5.72%2025-12-312026-01-16

QLTY GMO ETF TRUST1.7M sharesnew addition2025-12-312026-01-16

DFAC DIMENSIONAL ETF TRUST1.5M shares-1.26%2025-12-312026-01-16

BIL SPDR SERIES TRUST657.7K shares6380.69%2025-12-312026-01-16

SPY SPDR S&P 500 ETF TR87.9K shares-1.26%2025-12-312026-01-16

GLD SPDR GOLD TR139.0K shares87.70%2025-12-312026-01-16

BBUS J P MORGAN EXCHANGE TRADED F433.0K shares4.57%2025-12-312026-01-16

Sponsored

BROADCOM INC BROADCOM INC153.2K shares-3.89%2025-12-312026-01-16

META META PLATFORMS INC74.9K shares4.48%2025-12-312026-01-16

VUG VANGUARD INDEX FDS97.2K shares7.70%2025-12-312026-01-16

TSLA TESLA INC105.0K shares5.13%2025-12-312026-01-16

VTI VANGUARD INDEX FDS134.9K shares13.15%2025-12-312026-01-16

V VISA INC127.1K shares0.72%2025-12-312026-01-16

IVE ISHARES TR209.3K shares41.06%2025-12-312026-01-16

JPM JPMORGAN CHASE & CO.132.2K shares0.90%2025-12-312026-01-16

Sponsored

DYNF BLACKROCK ETF TRUST658.8K shares20.97%2025-12-312026-01-16

LLY ELI LILLY & CO36.9K shares-1.26%2025-12-312026-01-16

GRID FIRST TR EXCHANGE TRADED FD245.9K shares12104.37%2025-12-312026-01-16

DFAI DIMENSIONAL ETF TRUST955.3K shares2.56%2025-12-312026-01-16

HD HOME DEPOT INC103.4K shares-3.10%2025-12-312026-01-16

SGOV ISHARES TR344.4K shares1.06%2025-12-312026-01-16

BBIN J P MORGAN EXCHANGE TRADED F465.3K shares-0.14%2025-12-312026-01-16

ISHARES GOLD TR ISHARES GOLD TR410.4K shares6.85%2025-12-312026-01-16

Sponsored

OXY OCCIDENTAL PETE CORP804.3K shares-0.54%2025-12-312026-01-16

SCHF SCHWAB STRATEGIC TR1.4M shares134.93%2025-12-312026-01-16

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL62.7K shares5.24%2025-12-312026-01-16

SCHX SCHWAB STRATEGIC TR1.2M shares-2.65%2025-12-312026-01-16

IUSB ISHARES TR633.4K shares8.69%2025-12-312026-01-16

AGG ISHARES TR286.7K shares5.24%2025-12-312026-01-16

MCO MOODYS CORP55.3K shares-0.47%2025-12-312026-01-16

SCHG SCHWAB STRATEGIC TR851.0K shares-0.21%2025-12-312026-01-16

Sponsored

OEF ISHARES TR80.5K shares27.03%2025-12-312026-01-16

PHO INVESCO EXCHANGE TRADED FD T384.3K sharesnew addition2025-12-312026-01-16

QUAL ISHARES TR132.2K shares-27.53%2025-12-312026-01-16

ABBV ABBVIE INC111.8K shares0.65%2025-12-312026-01-16

DFAE DIMENSIONAL ETF TRUST782.8K shares-0.67%2025-12-312026-01-16

MA MASTERCARD INCORPORATED44.2K shares0.45%2025-12-312026-01-16

EFV ISHARES TR347.9K shares-4.63%2025-12-312026-01-16

IYW ISHARES TR118.7K shares1.96%2025-12-312026-01-16

Sponsored

IJR ISHARES TR196.1K shares1.31%2025-12-312026-01-16

FBND FIDELITY MERRIMACK STR TR489.0K shares4.65%2025-12-312026-01-16

AXP AMERICAN EXPRESS CO60.8K shares1.20%2025-12-312026-01-16

IWB ISHARES TR59.0K shares3.06%2025-12-312026-01-16

VGT VANGUARD WORLD FD29.0K shares-0.32%2025-12-312026-01-16

VEA VANGUARD TAX-MANAGED FDS337.7K shares5.73%2025-12-312026-01-16

MUB ISHARES TR194.4K shares4.20%2025-12-312026-01-16

SPMO INVESCO EXCH TRADED FD TR II173.7K shares63.34%2025-12-312026-01-16

Sponsored

IEFA ISHARES TR223.3K shares3.68%2025-12-312026-01-16

DFAU DIMENSIONAL ETF TRUST410.0K shares2.63%2025-12-312026-01-16

SPEM SPDR INDEX SHS FDS409.3K shares34.91%2025-12-312026-01-16

COST COSTCO WHSL CORP NEW22.2K shares-3.17%2025-12-312026-01-16

IJH ISHARES TR278.5K shares-3.53%2025-12-312026-01-16

MCD MCDONALDS CORP60.0K shares0.03%2025-12-312026-01-16

IEMG ISHARES INC271.1K shares5.85%2025-12-312026-01-16

SCHV SCHWAB STRATEGIC TR613.7K shares1.94%2025-12-312026-01-16

Sponsored

JNJ JOHNSON & JOHNSON87.7K shares19.22%2025-12-312026-01-16

XLV SELECT SECTOR SPDR TR113.0K shares13.63%2025-12-312026-01-16

AVDV AMERICAN CENTY ETF TR179.6K shares1.07%2025-12-312026-01-16

XOM EXXON MOBIL CORP138.5K shares8.18%2025-12-312026-01-16

WMT WALMART INC149.1K shares-14.58%2025-12-312026-01-16

VTIP VANGUARD MALVERN FDS327.5K shares-0.49%2025-12-312026-01-16

NFLX NETFLIX INC167.7K shares931.96%2025-12-312026-01-16

TMO THERMO FISHER SCIENTIFIC INC27.0K shares-1.41%2025-12-312026-01-16

Sponsored

SCHW SCHWAB CHARLES CORP153.2K shares-0.02%2025-12-312026-01-16

GOVT ISHARES TR660.2K shares3.09%2025-12-312026-01-16

DFSV DIMENSIONAL ETF TRUST457.7K shares3.80%2025-12-312026-01-16

THRO BLACKROCK ETF TRUST370.7K shares18.76%2025-12-312026-01-16

VTV VANGUARD INDEX FDS74.5K shares2.28%2025-12-312026-01-16

VIG VANGUARD SPECIALIZED FUNDS64.7K shares-1.29%2025-12-312026-01-16

IWM ISHARES TR56.6K shares0.77%2025-12-312026-01-16

EFA ISHARES TR144.5K shares0.14%2025-12-312026-01-16

Sponsored

WFC WELLS FARGO CO NEW147.8K shares0.94%2025-12-312026-01-16

RTX RTX CORPORATION75.1K shares-0.13%2025-12-312026-01-16

SPTL SPDR SERIES TRUST518.6K shares-13.19%2025-12-312026-01-16

BNDX VANGUARD CHARLOTTE FDS281.5K shares12.52%2025-12-312026-01-16

VMBS VANGUARD SCOTTSDALE FDS284.4K shares5.75%2025-12-312026-01-16

IWR ISHARES TR134.9K shares8.43%2025-12-312026-01-16

PLTR PALANTIR TECHNOLOGIES INC72.9K shares-0.05%2025-12-312026-01-16

AVLV AMERICAN CENTY ETF TR170.6K shares1.22%2025-12-312026-01-16

Sponsored

BND VANGUARD BD INDEX FDS173.1K shares-2.35%2025-12-312026-01-16

IVW ISHARES TR102.8K shares-0.63%2025-12-312026-01-16

CME CME GROUP INC46.3K shares-2.92%2025-12-312026-01-16

QQA INVESCO ACTIVELY MANAGED EXC238.0K shares21.14%2025-12-312026-01-16

CRM SALESFORCE INC47.3K shares-1.80%2025-12-312026-01-16

SUSB ISHARES TR480.9K shares3.38%2025-12-312026-01-16

PPA INVESCO EXCHANGE TRADED FD T75.2K shares0.14%2025-12-312026-01-16

CSCO CISCO SYS INC152.4K shares-5.48%2025-12-312026-01-16

Sponsored

TRV TRAVELERS COMPANIES INC39.5K shares-1.60%2025-12-312026-01-16

MBB ISHARES TR120.1K shares2.61%2025-12-312026-01-16

AMD ADVANCED MICRO DEVICES INC53.2K shares-6.22%2025-12-312026-01-16

JPIE J P MORGAN EXCHANGE TRADED F243.3K shares9.11%2025-12-312026-01-16

CVX CHEVRON CORP NEW73.0K shares-0.66%2025-12-312026-01-16

VTEB VANGUARD MUN BD FDS220.3K shares-1.69%2025-12-312026-01-16

BAC BANK AMERICA CORP200.9K shares2.40%2025-12-312026-01-16

BINC BLACKROCK ETF TRUST II208.0K shares11.98%2025-12-312026-01-16

Sponsored

IWF ISHARES TR22.7K shares11.81%2025-12-312026-01-16

VB VANGUARD INDEX FDS41.7K shares-4.74%2025-12-312026-01-16

TSPA T ROWE PRICE ETF INC247.9K shares38.31%2025-12-312026-01-16

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO158.9K sharesnew addition2025-12-312026-01-16

APP APPLOVIN CORP15.1K shares5.13%2025-12-312026-01-16

HYMB SPDR SERIES TRUST405.1K shares-4.16%2025-12-312026-01-16

JQUA J P MORGAN EXCHANGE TRADED F154.8K shares-3.71%2025-12-312026-01-16

DIS DISNEY WALT CO85.8K shares-1.31%2025-12-312026-01-16

Sponsored

TLT ISHARES TR111.6K shares14.56%2025-12-312026-01-16

KO COCA COLA CO139.1K shares0.64%2025-12-312026-01-16

JCPB J P MORGAN EXCHANGE TRADED F204.4K shares4.48%2025-12-312026-01-16

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T50.5K shares-16.73%2025-12-312026-01-16

PG PROCTER AND GAMBLE CO67.0K shares-9.97%2025-12-312026-01-16

AVDE AMERICAN CENTY ETF TR114.4K shares0.16%2025-12-312026-01-16

BLACKSTONE INC BLACKSTONE INC60.6K shares-2.08%2025-12-312026-01-16

CITIGROUP INC CITIGROUP INC80.0K shares5.88%2025-12-312026-01-16

Sponsored

NEE NEXTERA ENERGY INC115.8K shares-10.89%2025-12-312026-01-16

LMT LOCKHEED MARTIN CORP19.0K shares6.67%2025-12-312026-01-16

ABT ABBOTT LABS73.4K shares-0.33%2025-12-312026-01-16

MU MICRON TECHNOLOGY INC32.1K shares-19.26%2025-12-312026-01-16

AVES AMERICAN CENTY ETF TR153.7K shares1.75%2025-12-312026-01-16

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T190.6K shares-1.58%2025-12-312026-01-16

JPST J P MORGAN EXCHANGE TRADED F175.5K shares21.45%2025-12-312026-01-16

MOAT VANECK ETF TRUST84.6K shares3.07%2025-12-312026-01-16

Sponsored

AVUS AMERICAN CENTY ETF TR78.2K shares-1.72%2025-12-312026-01-16

DE DEERE & CO18.5K shares5.83%2025-12-312026-01-16

VEU VANGUARD INTL EQUITY INDEX F115.7K shares-2.33%2025-12-312026-01-16

GS GOLDMAN SACHS GROUP INC9.5K shares4.44%2025-12-312026-01-16

MERCK & CO INC MERCK & CO INC79.1K shares4.82%2025-12-312026-01-16

IUSG ISHARES TR49.6K shares-1.79%2025-12-312026-01-16

EEM ISHARES TR148.4K shares77.15%2025-12-312026-01-16

IDEV ISHARES TR97.0K shares0.72%2025-12-312026-01-16

Sponsored

SPAB SPDR SERIES TRUST309.4K shares9.37%2025-12-312026-01-16

JMUB J P MORGAN EXCHANGE TRADED F156.2K shares1.84%2025-12-312026-01-16

SCHC SCHWAB STRATEGIC TR172.7K shares4.25%2025-12-312026-01-16

LQD ISHARES TR70.1K shares5.24%2025-12-312026-01-16

LAM RESEARCH CORP LAM RESEARCH CORP44.4K shares-1.45%2025-12-312026-01-16

MS MORGAN STANLEY42.6K shares28.07%2025-12-312026-01-16

IBM INTERNATIONAL BUSINESS MACHS25.2K shares13.30%2025-12-312026-01-16

PEP PEPSICO INC51.8K shares4.31%2025-12-312026-01-16

Sponsored

GSEW GOLDMAN SACHS ETF TR86.8K shares5.06%2025-12-312026-01-16

HUBBELL INC HUBBELL INC16.6K shares32.38%2025-12-312026-01-16

XLK SELECT SECTOR SPDR TR51.1K shares101.43%2025-12-312026-01-16

JFLX J P MORGAN EXCHANGE TRADED F146.0K shares3.84%2025-12-312026-01-16

QCOM QUALCOMM INC42.7K shares1.32%2025-12-312026-01-16

ESS ESSEX PPTY TR INC27.6K shares0.62%2025-12-312026-01-16

VWO VANGUARD INTL EQUITY INDEX F134.5K shares-7.41%2025-12-312026-01-16

TFLO ISHARES TR142.8K shares1.31%2025-12-312026-01-16

Sponsored

UBER UBER TECHNOLOGIES INC86.6K shares-8.59%2025-12-312026-01-16

STIP ISHARES TR68.8K shares2.76%2025-12-312026-01-16

SHLD GLOBAL X FDS108.0K shares48.21%2025-12-312026-01-16

DSI ISHARES TR53.8K shares5.45%2025-12-312026-01-16

DFIV DIMENSIONAL ETF TRUST138.3K shares5.35%2025-12-312026-01-16

VZ VERIZON COMMUNICATIONS INC167.3K shares1.33%2025-12-312026-01-16

EMXC ISHARES INC91.1K shares-8.31%2025-12-312026-01-16

VT VANGUARD INTL EQUITY INDEX F46.8K shares-3.80%2025-12-312026-01-16

Sponsored

SHY ISHARES TR78.9K shares-14.57%2025-12-312026-01-16

VCSH VANGUARD SCOTTSDALE FDS81.4K shares4.30%2025-12-312026-01-16

AVUV AMERICAN CENTY ETF TR63.6K shares-3.48%2025-12-312026-01-16

ORCL ORACLE CORP33.1K shares-3.98%2025-12-312026-01-16

JGRO J P MORGAN EXCHANGE TRADED F69.1K shares2.69%2025-12-312026-01-16

IWY ISHARES TR23.1K shares-1.69%2025-12-312026-01-16

CAT CATERPILLAR INC11.0K shares3.73%2025-12-312026-01-16

VO VANGUARD INDEX FDS21.4K shares-1.89%2025-12-312026-01-16

Sponsored

GBIL GOLDMAN SACHS ETF TR61.7K shares-5.57%2025-12-312026-01-16

IBIT ISHARES BITCOIN TRUST ETF123.9K shares76.64%2025-12-312026-01-16

REGN REGENERON PHARMACEUTICALS7.8K shares16.94%2025-12-312026-01-16

AMAT APPLIED MATLS INC23.4K shares-4.31%2025-12-312026-01-16

USMV ISHARES TR63.6K shares-6.84%2025-12-312026-01-16

VBIL VANGUARD INSTL INDEX FD79.3K shares28.62%2025-12-312026-01-16

ESGU ISHARES TR39.4K shares3.90%2025-12-312026-01-16

SUSC ISHARES TR250.9K shares9.82%2025-12-312026-01-16

Sponsored

RMD RESMED INC24.4K shares-0.54%2025-12-312026-01-16

JAVA J P MORGAN EXCHANGE TRADED F81.2K shares4.27%2025-12-312026-01-16

GE AEROSPACE GE AEROSPACE18.9K shares4.67%2025-12-312026-01-16

VCIT VANGUARD SCOTTSDALE FDS69.4K shares0.98%2025-12-312026-01-16

ARISTA NETWORKS INC ARISTA NETWORKS INC44.2K shares33.60%2025-12-312026-01-16

ISRG INTUITIVE SURGICAL INC10.2K shares0.13%2025-12-312026-01-16

JSCP J P MORGAN EXCHANGE TRADED F120.2K shares5.36%2025-12-312026-01-16

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T122.9K shares-3.41%2025-12-312026-01-16

Sponsored

KLAC KLA CORP4.6K shares-5.65%2025-12-312026-01-16

NOW SERVICENOW INC36.6K shares447.58%2025-12-312026-01-16

VRT VERTIV HOLDINGS CO34.0K shares-37.68%2025-12-312026-01-16

CRWD CROWDSTRIKE HLDGS INC11.6K shares30.73%2025-12-312026-01-16

PANW PALO ALTO NETWORKS INC29.1K shares-1.30%2025-12-312026-01-16

MMM 3M CO33.5K shares4.72%2025-12-312026-01-16

ICE INTERCONTINENTAL EXCHANGE IN33.0K shares-14.03%2025-12-312026-01-16

IEF ISHARES TR55.5K shares14.40%2025-12-312026-01-16

Sponsored

VOT VANGUARD INDEX FDS19.1K shares2.43%2025-12-312026-01-16

VGSH VANGUARD SCOTTSDALE FDS90.3K shares40.73%2025-12-312026-01-16

IVLU ISHARES TR138.7K shares198.04%2025-12-312026-01-16

WM WASTE MGMT INC DEL24.0K shares6.68%2025-12-312026-01-16

IUSV ISHARES TR51.1K shares-0.38%2025-12-312026-01-16

JEPI J P MORGAN EXCHANGE TRADED F91.4K shares11.28%2025-12-312026-01-16

EQR EQUITY RESIDENTIAL82.6K shares-0.93%2025-12-312026-01-16

VOE VANGUARD INDEX FDS29.2K shares2.59%2025-12-312026-01-16

Sponsored

IPAC ISHARES TR70.8K shares1.27%2025-12-312026-01-16

SPYM SPDR SERIES TRUST64.3K shares-0.54%2025-12-312026-01-16

VWOB VANGUARD WHITEHALL FDS76.1K shares10.77%2025-12-312026-01-16

ACM AECOM53.3K shares2.39%2025-12-312026-01-16

SCMB SCHWAB STRATEGIC TR195.7K shares6.69%2025-12-312026-01-16

RDVY FIRST TR EXCHANGE TRADED FD72.4K shares3.40%2025-12-312026-01-16

SCHE SCHWAB STRATEGIC TR153.3K shares3.05%2025-12-312026-01-16

AMGN AMGEN INC15.3K shares-6.49%2025-12-312026-01-16

Sponsored

SRLN SSGA ACTIVE ETF TR121.1K shares-17.24%2025-12-312026-01-16

INTU INTUIT7.5K shares22.12%2025-12-312026-01-16

XLF SELECT SECTOR SPDR TR90.5K shares-2.39%2025-12-312026-01-16

SUB ISHARES TR45.7K shares9.78%2025-12-312026-01-16

VBR VANGUARD INDEX FDS22.8K shares-0.74%2025-12-312026-01-16

VONV VANGUARD SCOTTSDALE FDS52.1K shares-1.10%2025-12-312026-01-16

ADP AUTOMATIC DATA PROCESSING IN18.6K shares-5.80%2025-12-312026-01-16

VBK VANGUARD INDEX FDS15.8K shares-2.43%2025-12-312026-01-16

Sponsored

QLTI GMO ETF TRUST178.4K shares24.40%2025-12-312026-01-16

DFSI DIMENSIONAL ETF TRUST110.0K shares6.39%2025-12-312026-01-16

GEV GE VERNOVA INC7.2K shares12.70%2025-12-312026-01-16

NET CLOUDFLARE INC23.9K shares-16.71%2025-12-312026-01-16

GILD GILEAD SCIENCES INC38.1K shares-0.06%2025-12-312026-01-16

SPIB SPDR SERIES TRUST138.0K shares0.53%2025-12-312026-01-16

SCHD SCHWAB STRATEGIC TR169.8K shares-6.85%2025-12-312026-01-16

MQ MARQETA INC971.7K shares0.03%2025-12-312026-01-16

Sponsored

MDY SPDR S&P MIDCAP 400 ETF TR7.6K shares0.26%2025-12-312026-01-16

BSV VANGUARD BD INDEX FDS58.2K shares-8.44%2025-12-312026-01-16

IOO ISHARES TR35.3K shares-3.11%2025-12-312026-01-16

AVEM AMERICAN CENTY ETF TR57.7K shares1.33%2025-12-312026-01-16

PULS PGIM ETF TR88.9K shares2.45%2025-12-312026-01-16

NSC NORFOLK SOUTHN CORP15.1K shares-2.13%2025-12-312026-01-16

JEMA J P MORGAN EXCHANGE TRADED F88.2K shares-7.92%2025-12-312026-01-16

HON HONEYWELL INTL INC22.0K shares5.95%2025-12-312026-01-16

Sponsored

HELO J P MORGAN EXCHANGE TRADED F64.2K shares-1.60%2025-12-312026-01-16

IWD ISHARES TR20.2K shares-8.26%2025-12-312026-01-16

VXUS VANGUARD STAR FDS55.3K shares-1.33%2025-12-312026-01-16

VSS VANGUARD INTL EQUITY INDEX F28.9K shares0.86%2025-12-312026-01-16

COWZ PACER FDS TR68.3K shares-6.35%2025-12-312026-01-16

XAR SPDR SERIES TRUST17.0K shares8.43%2025-12-312026-01-16

SLV ISHARES SILVER TR63.5K shares-1.35%2025-12-312026-01-16

NUBD NUSHARES ETF TR182.8K shares35.60%2025-12-312026-01-16

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SCHZ SCHWAB STRATEGIC TR173.7K shares4.95%2025-12-312026-01-16

CB CHUBB LIMITED13.0K shares10.06%2025-12-312026-01-16

AMP AMERIPRISE FINL INC8.2K shares5.61%2025-12-312026-01-16

SCHM SCHWAB STRATEGIC TR133.7K shares-0.22%2025-12-312026-01-16

DGRW WISDOMTREE TR44.9K shares1.08%2025-12-312026-01-16

LCTU BLACKROCK ETF TRUST53.9K shares11.19%2025-12-312026-01-16

BMY BRISTOL-MYERS SQUIBB CO72.7K shares22.78%2025-12-312026-01-16

JLL JONES LANG LASALLE INC11.6K sharesnew addition2025-12-312026-01-16

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SMH VANECK ETF TRUST10.8K shares27.58%2025-12-312026-01-16

NEM NEWMONT CORP38.9K shares1.33%2025-12-312026-01-16

SAP SAP SE15.9K shares3.24%2025-12-312026-01-16

T AT&T INC153.9K shares-4.78%2025-12-312026-01-16

SCHA SCHWAB STRATEGIC TR131.0K shares0.64%2025-12-312026-01-16

SPGP INVESCO EXCHANGE TRADED FD T32.2K shares-2.30%2025-12-312026-01-16

UNH UNITEDHEALTH GROUP INC11.0K shares29.38%2025-12-312026-01-16

BIV VANGUARD BD INDEX FDS46.3K shares7.13%2025-12-312026-01-16

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PFE PFIZER INC143.1K shares-4.82%2025-12-312026-01-16

EUSB ISHARES TR80.8K shares2.74%2025-12-312026-01-16

EATON CORP PLC EATON CORP PLC11.0K shares-6.12%2025-12-312026-01-16

SPYV SPDR SERIES TRUST61.6K shares-4.55%2025-12-312026-01-16

BKNG BOOKING HOLDINGS INC643 shares0.16%2025-12-312026-01-16

MO ALTRIA GROUP INC59.5K shares3.73%2025-12-312026-01-16

SPHY SPDR SERIES TRUST144.6K shares-11.67%2025-12-312026-01-16

NVO NOVO-NORDISK A S67.2K shares38.93%2025-12-312026-01-16

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TSM TAIWAN SEMICONDUCTOR MFG LTD11.0K shares29.60%2025-12-312026-01-16

VYM VANGUARD WHITEHALL FDS23.2K shares-4.13%2025-12-312026-01-16

IGM ISHARES TR25.6K shares-1.02%2025-12-312026-01-16

UPS UNITED PARCEL SERVICE INC33.2K shares-4.21%2025-12-312026-01-16

XLE SELECT SECTOR SPDR TR73.2K shares89.68%2025-12-312026-01-16

SDY SPDR SERIES TRUST23.5K shares-1.21%2025-12-312026-01-16

COF CAPITAL ONE FINL CORP13.4K shares13.07%2025-12-312026-01-16

CMI CUMMINS INC6.3K shares-4.63%2025-12-312026-01-16

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EFG ISHARES TR28.3K shares-44.27%2025-12-312026-01-16

SBUX STARBUCKS CORP37.6K shares15.93%2025-12-312026-01-16

VGLT VANGUARD SCOTTSDALE FDS56.2K shares0.48%2025-12-312026-01-16

SCHH SCHWAB STRATEGIC TR149.8K shares2.76%2025-12-312026-01-16

AME AMETEK INC15.1K shares0.66%2025-12-312026-01-16

MLM MARTIN MARIETTA MATLS INC5.0K shares5.67%2025-12-312026-01-16

EPD ENTERPRISE PRODS PARTNERS L95.4K shares-2.90%2025-12-312026-01-16

FCX FREEPORT-MCMORAN INC60.1K shares6.42%2025-12-312026-01-16

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SCHP SCHWAB STRATEGIC TR114.6K shares7.75%2025-12-312026-01-16

SMLF ISHARES TR40.5K shares18.70%2025-12-312026-01-16

ZTS ZOETIS INC23.7K shares-11.70%2025-12-312026-01-16

RWK INVESCO EXCH TRADED FD TR II23.5K shares-1.78%2025-12-312026-01-16

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD196.6K sharesnew addition2025-12-312026-01-16

THE CIGNA GROUP THE CIGNA GROUP10.7K shares-8.52%2025-12-312026-01-16

VIST VISTA ENERGY S.A.B. DE C.V.59.8K sharesnew addition2025-12-312026-01-16

JAAA JANUS DETROIT STR TR57.6K shares28.43%2025-12-312026-01-16

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SYSB ISHARES TR32.1K sharesnew addition2025-12-312026-01-16

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP8.5K shares8.81%2025-12-312026-01-16

EMR EMERSON ELEC CO21.7K shares-1.79%2025-12-312026-01-16

VNQ VANGUARD INDEX FDS32.4K shares9.85%2025-12-312026-01-16

XLI SELECT SECTOR SPDR TR18.5K shares40.32%2025-12-312026-01-16

VTC VANGUARD SCOTTSDALE FDS36.8K shares1.82%2025-12-312026-01-16

DFSU DIMENSIONAL ETF TRUST65.7K shares55.23%2025-12-312026-01-16

FNDX SCHWAB STRATEGIC TR104.4K shares-5.33%2025-12-312026-01-16

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NVS NOVARTIS AG20.5K shares20.89%2025-12-312026-01-16

RF REGIONS FINANCIAL CORP NEW104.3K shares0.07%2025-12-312026-01-16

GWW WW GRAINGER INC2.8K shares-3.53%2025-12-312026-01-16

BLACKROCK INC BLACKROCK INC2.6K shares-1.65%2025-12-312026-01-16

CMCSA COMCAST CORP NEW93.7K shares-12.07%2025-12-312026-01-16

PL PLANET LABS PBC141.0K shares-0.12%2025-12-312026-01-16

IGF ISHARES TR45.0K shares10.15%2025-12-312026-01-16

VRTX VERTEX PHARMACEUTICALS INC6.0K shares-1.05%2025-12-312026-01-16

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BKLN INVESCO EXCH TRADED FD TR II130.0K shares2.29%2025-12-312026-01-16

IEI ISHARES TR22.6K shares-26.80%2025-12-312026-01-16

CVS CVS HEALTH CORP33.9K shares0.10%2025-12-312026-01-16

ITOT ISHARES TR18.1K shares23.70%2025-12-312026-01-16

ESGE ISHARES INC60.8K shares32.08%2025-12-312026-01-16

NOC NORTHROP GRUMMAN CORP4.7K shares65.59%2025-12-312026-01-16

TJX TJX COS INC NEW17.4K shares3.71%2025-12-312026-01-16

CGDV CAPITAL GROUP DIVIDEND VALUE60.8K shares4.20%2025-12-312026-01-16

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DAR DARLING INGREDIENTS INC72.2K shares0.00%2025-12-312026-01-16

TMDX TRANSMEDICS GROUP INC21.3K shares3.47%2025-12-312026-01-16

INTC INTEL CORP70.2K shares-0.42%2025-12-312026-01-16

MNST MONSTER BEVERAGE CORP NEW33.8K shares5.09%2025-12-312026-01-16

ACWV ISHARES INC21.6K shares-0.31%2025-12-312026-01-16

AOA ISHARES TR28.5K shares-2.88%2025-12-312026-01-16

AEP AMERICAN ELEC PWR CO INC22.0K shares4.31%2025-12-312026-01-16

FLBL FRANKLIN TEMPLETON ETF TR108.0K shares-29.37%2025-12-312026-01-16

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FLQM FRANKLIN TEMPLETON ETF TR44.9K shares-3.47%2025-12-312026-01-16

LINDE PLC LINDE PLC5.9K shares-6.08%2025-12-312026-01-16

FALN ISHARES TR92.4K shares8.89%2025-12-312026-01-16

ESGV VANGUARD WORLD FD20.8K shares-1.88%2025-12-312026-01-16

GPIX GOLDMAN SACHS ETF TR47.5K shares7.43%2025-12-312026-01-16

IYJ ISHARES TR16.8K shares0.60%2025-12-312026-01-16

AI C3 AI INC184.0K shares0.00%2025-12-312026-01-16

SEIE SEI EXCHANGE TRADED FUNDS75.7K shares1.77%2025-12-312026-01-16

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APH AMPHENOL CORP NEW18.2K shares1.98%2025-12-312026-01-16

SHYG ISHARES TR57.1K shares9.93%2025-12-312026-01-16

PM PHILIP MORRIS INTL INC15.2K shares-6.92%2025-12-312026-01-16

EQIX EQUINIX INC3.2K shares141.12%2025-12-312026-01-16

SO SOUTHERN CO27.9K shares-14.26%2025-12-312026-01-16

WTAI WISDOMTREE TR83.5K shares-0.05%2025-12-312026-01-16

SPGI S&P GLOBAL INC4.6K shares15.32%2025-12-312026-01-16

FNDF SCHWAB STRATEGIC TR51.4K shares0.01%2025-12-312026-01-16

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LHX L3HARRIS TECHNOLOGIES INC7.9K shares8.23%2025-12-312026-01-16

JMST J P MORGAN EXCHANGE TRADED F44.7K shares2.97%2025-12-312026-01-16

PNC PNC FINL SVCS GROUP INC10.9K shares-7.77%2025-12-312026-01-16

FITB FIFTH THIRD BANCORP48.6K shares-0.56%2025-12-312026-01-16

SCHB SCHWAB STRATEGIC TR86.7K shares8.62%2025-12-312026-01-16

SHW SHERWIN WILLIAMS CO6.9K shares-5.35%2025-12-312026-01-16

EAGG ISHARES TR46.9K shares28.72%2025-12-312026-01-16

XLU SELECT SECTOR SPDR TR52.5K shares-51.76%2025-12-312026-01-16

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FEGE RBB FUND TRUST48.6K shares270.04%2025-12-312026-01-16

SPTM SPDR SERIES TRUST27.1K shares16.78%2025-12-312026-01-16

LVHI LEGG MASON ETF INVT60.3K shares7.12%2025-12-312026-01-16

VGSR MANAGER DIRECTED PORTFOLIOS212.7K shares10.47%2025-12-312026-01-16

KRYS KRYSTAL BIOTECH INC9.0K shares0.46%2025-12-312026-01-16

CHRD CHORD ENERGY CORPORATION23.9K shares-17.18%2025-12-312026-01-16

SHEL SHELL PLC30.0K shares4.31%2025-12-312026-01-16

BUFR FIRST TR EXCHNG TRADED FD VI64.0K shares0.67%2025-12-312026-01-16

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DFSE DIMENSIONAL ETF TRUST52.8K shares4.99%2025-12-312026-01-16

JCI JOHNSON CTLS INTL PLC17.9K shares-6.44%2025-12-312026-01-16

MTUM ISHARES TR8.6K shares-24.70%2025-12-312026-01-16

FNX FIRST TR EXCHANGE-TRADED ALP16.9K shares0.85%2025-12-312026-01-16

AZN ASTRAZENECA PLC23.1K shares9.39%2025-12-312026-01-16

SCHR SCHWAB STRATEGIC TR84.4K shares0.87%2025-12-312026-01-16

BITB BITWISE BITCOIN ETF TR44.4K shares8.36%2025-12-312026-01-16

NXTG FIRST TR EXCHANGE-TRADED FD19.5K shares0.00%2025-12-312026-01-16

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SNOW SNOWFLAKE INC9.6K shares-5.31%2025-12-312026-01-16

SPYG SPDR SERIES TRUST19.6K shares0.66%2025-12-312026-01-16

ASML ASML HOLDING N V2.0K shares-0.05%2025-12-312026-01-16

TIP ISHARES TR19.0K shares-0.22%2025-12-312026-01-16

BA BOEING CO9.5K shares11.75%2025-12-312026-01-16

SRE SEMPRA23.4K shares0.73%2025-12-312026-01-16

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND7.6K shares37.25%2025-12-312026-01-16

VGK VANGUARD INTL EQUITY INDEX F24.2K shares-0.49%2025-12-312026-01-16

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MOD MODINE MFG CO15.2K shares583.07%2025-12-312026-01-16

ITW ILLINOIS TOOL WKS INC8.2K shares-5.26%2025-12-312026-01-16

NKE NIKE INC31.6K shares-4.32%2025-12-312026-01-16

ATLASSIAN CORPORATION ATLASSIAN CORPORATION12.4K shares36.16%2025-12-312026-01-16

NEAR ISHARES U S ETF TR39.2K shares41.65%2025-12-312026-01-16

XLY SELECT SECTOR SPDR TR16.7K shares242.44%2025-12-312026-01-16

ALPS ETF TR ALPS ETF TR42.2K shares1.47%2025-12-312026-01-16

LMBS FIRST TR EXCHANGE-TRADED FD39.6K shares-12.72%2025-12-312026-01-16

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ECL ECOLAB INC7.5K shares27.14%2025-12-312026-01-16

SPSM SPDR SERIES TRUST42.0K shares-0.14%2025-12-312026-01-16

ADBE ADOBE INC5.6K shares-23.17%2025-12-312026-01-16

MELI MERCADOLIBRE INC975 shares-4.13%2025-12-312026-01-16

SLYV SPDR SERIES TRUST21.5K shares0.12%2025-12-312026-01-16

GM GENERAL MTRS CO24.1K shares-6.96%2025-12-312026-01-16

UNP UNION PAC CORP8.4K shares-2.85%2025-12-312026-01-16

IDMO INVESCO EXCH TRADED FD TR II34.8K shares79.81%2025-12-312026-01-16

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SYK STRYKER CORPORATION5.4K shares4.02%2025-12-312026-01-16

DXJ WISDOMTREE TR13.1K shares0.13%2025-12-312026-01-16

USXF ISHARES TR32.6K shares7.94%2025-12-312026-01-16

GLW CORNING INC20.9K shares15.09%2025-12-312026-01-16

FDX FEDEX CORP6.3K shares7.75%2025-12-312026-01-16

EWY ISHARES INC18.7K sharesnew addition2025-12-312026-01-16

CARR CARRIER GLOBAL CORPORATION34.1K shares2.52%2025-12-312026-01-16

VSGX VANGUARD WORLD FD25.1K shares1.79%2025-12-312026-01-16

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DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW15.3K shares0.29%2025-12-312026-01-16

DFEM DIMENSIONAL ETF TRUST54.3K shares4.16%2025-12-312026-01-16

SYM SYMBOTIC INC30.0K shares1.78%2025-12-312026-01-16

HYLB DBX ETF TR48.2K shares0.91%2025-12-312026-01-16

AIQ GLOBAL X FDS34.3K shares9.29%2025-12-312026-01-16

TXN TEXAS INSTRS INC10.0K shares-4.03%2025-12-312026-01-16

VMI VALMONT INDS INC4.3K shares26.23%2025-12-312026-01-16

EVX VANECK ETF TRUST45.1K shares-5.31%2025-12-312026-01-16

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J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F26.1K shares-2.29%2025-12-312026-01-16

MEDTRONIC PLC MEDTRONIC PLC17.8K shares-2.88%2025-12-312026-01-16

DHR DANAHER CORPORATION7.4K shares12.63%2025-12-312026-01-16

EBND SPDR SERIES TRUST79.7K shares0.53%2025-12-312026-01-16

SPHR SPHERE ENTERTAINMENT CO17.8K sharesnew addition2025-12-312026-01-16

BBEU J P MORGAN EXCHANGE TRADED F23.0K shares-2.22%2025-12-312026-01-16

FTCB FIRST TR EXCHANGE-TRADED FD79.5K shares27.11%2025-12-312026-01-16

HIMU BLACKROCK ETF TRUST II34.6K shares-19.99%2025-12-312026-01-16

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VONG VANGUARD SCOTTSDALE FDS13.7K shares0.01%2025-12-312026-01-16

PDBC INVESCO ACTVELY MNGD ETC FD125.8K shares1.18%2025-12-312026-01-16

GRAL GRAIL INC19.4K shares0.69%2025-12-312026-01-16

DFAX DIMENSIONAL ETF TRUST50.5K shares-0.71%2025-12-312026-01-16

DVY ISHARES TR11.7K shares18.74%2025-12-312026-01-16

IYLD ISHARES TR76.9K shares11.38%2025-12-312026-01-16

GSUS GOLDMAN SACHS ETF TR17.4K shares35.83%2025-12-312026-01-16

ICVT ISHARES TR16.6K shares22.08%2025-12-312026-01-16

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WMB WILLIAMS COS INC27.1K shares-10.74%2025-12-312026-01-16

EVUS ISHARES TR50.7K shares108.78%2025-12-312026-01-16

FDVV FIDELITY COVINGTON TRUST28.6K shares8.53%2025-12-312026-01-16

VV VANGUARD INDEX FDS5.1K shares6.86%2025-12-312026-01-16

BARRICK MNG CORP BARRICK MNG CORP36.8K shares-16.29%2025-12-312026-01-16

BMRC BANK MARIN BANCORP61.3K shares-0.73%2025-12-312026-01-16

AEM AGNICO EAGLE MINES LTD9.4K shares-4.36%2025-12-312026-01-16

RKT ROCKET COS INC81.7K shares6.13%2025-12-312026-01-16

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TSCO TRACTOR SUPPLY CO31.4K shares-7.80%2025-12-312026-01-16

AOR ISHARES TR24.0K shares-3.88%2025-12-312026-01-16

GCAL GOLDMAN SACHS ETF TR30.5K shares40.65%2025-12-312026-01-16

GNR SPDR INDEX SHS FDS25.0K shares18.43%2025-12-312026-01-16

JHMM JOHN HANCOCK EXCHANGE TRADED23.7K shares-0.92%2025-12-312026-01-16

SLB SLB LIMITED40.3K shares55.32%2025-12-312026-01-16

VHT VANGUARD WORLD FD5.4K shares0.17%2025-12-312026-01-16

BSX BOSTON SCIENTIFIC CORP16.0K shares-3.08%2025-12-312026-01-16

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SEIV SEI EXCHANGE TRADED FUNDS36.8K shares9.49%2025-12-312026-01-16

D DOMINION ENERGY INC26.1K shares56.09%2025-12-312026-01-16

BLND BLEND LABS INC498.9K shares0.00%2025-12-312026-01-16

FTNT FORTINET INC19.1K shares43.56%2025-12-312026-01-16

COIN COINBASE GLOBAL INC6.7K shares-2.82%2025-12-312026-01-16

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares100.00%2025-12-312026-01-16

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN66.9K shares6.67%2025-12-312026-01-16

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC17.5K shares11.85%2025-12-312026-01-16

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SEIM SEI EXCHANGE TRADED FUNDS32.2K shares9.97%2025-12-312026-01-16

CL COLGATE PALMOLIVE CO18.7K shares4.54%2025-12-312026-01-16

DFEV DIMENSIONAL ETF TRUST43.8K shares-4.18%2025-12-312026-01-16

SPG SIMON PPTY GROUP INC NEW8.0K shares0.63%2025-12-312026-01-16

CEG CONSTELLATION ENERGY CORP4.2K shares4.87%2025-12-312026-01-16

MMC MARSH & MCLENNAN COS INC7.9K shares-40.99%2025-12-312026-01-16

SCZ ISHARES TR18.8K shares-13.18%2025-12-312026-01-16

TAFI AB ACTIVE ETFS INC57.3K shares135.85%2025-12-312026-01-16

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VLTO VERALTO CORP14.0K shares285.45%2025-12-312026-01-16

SHOP SHOPIFY INC8.6K shares3.67%2025-12-312026-01-16

FAST FASTENAL CO34.6K shares-8.28%2025-12-312026-01-16

DIA SPDR DOW JONES INDL AVERAGE2.9K shares0.03%2025-12-312026-01-16

FLRT PACER FDS TR29.4K shares41.28%2025-12-312026-01-16

HEI HEICO CORP NEW4.3K shares0.05%2025-12-312026-01-16

YUM YUM BRANDS INC9.1K shares0.32%2025-12-312026-01-16

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CHYM CHIME FINL INC54.5K sharesnew addition2025-12-312026-01-16

ZM ZOOM COMMUNICATIONS INC15.9K shares8.21%2025-12-312026-01-16

DASH DOORDASH INC6.0K shares-7.64%2025-12-312026-01-16

FNDE SCHWAB STRATEGIC TR37.7K shares5.95%2025-12-312026-01-16

XLG INVESCO EXCHANGE TRADED FD T22.9K shares0.09%2025-12-312026-01-16

USTB VICTORY PORTFOLIOS II26.6K shares31.85%2025-12-312026-01-16

ABNB AIRBNB INC9.7K shares-17.10%2025-12-312026-01-16

RIO RIO TINTO PLC16.4K shares16.34%2025-12-312026-01-16

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XYL XYLEM INC9.6K shares284.50%2025-12-312026-01-16

HCA HCA HEALTHCARE INC2.8K shares-0.18%2025-12-312026-01-16

ADI ANALOG DEVICES INC4.8K shares20.47%2025-12-312026-01-16

NUAG NUSHARES ETF TR61.3K shares2.45%2025-12-312026-01-16

AZO AUTOZONE INC383 shares-14.32%2025-12-312026-01-16

EEMV ISHARES INC20.0K shares6.25%2025-12-312026-01-16

TTAN SERVICETITAN INC12.0K shares-15.74%2025-12-312026-01-16

EXAS EXACT SCIENCES CORP12.6K shares7.24%2025-12-312026-01-16

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J JACOBS SOLUTIONS INC9.6K shares42.81%2025-12-312026-01-16

EPI WISDOMTREE TR27.2K shares0.00%2025-12-312026-01-16

VTWO VANGUARD SCOTTSDALE FDS12.6K shares-0.99%2025-12-312026-01-16

SHV ISHARES TR11.4K shares-5.88%2025-12-312026-01-16

VALE VALE S A96.1K shares40.54%2025-12-312026-01-16

HISF FIRST TR EXCHANGE-TRADED FD27.6K shares1.44%2025-12-312026-01-16

OTIS OTIS WORLDWIDE CORP14.2K shares-2.38%2025-12-312026-01-16

TBIL RBB FD INC24.9K shares302.49%2025-12-312026-01-16

Sponsored

AMT AMERICAN TOWER CORP NEW7.0K shares33.55%2025-12-312026-01-16

RCL ROYAL CARIBBEAN GROUP4.4K shares-0.29%2025-12-312026-01-16

CALI BLACKROCK ETF TRUST II24.3K shares78.28%2025-12-312026-01-16

WELL WELLTOWER INC6.6K shares7.32%2025-12-312026-01-16

ED CONSOLIDATED EDISON INC12.3K shares63.24%2025-12-312026-01-16

NRG NRG ENERGY INC7.6K shares-4.43%2025-12-312026-01-16

RSPA INVESCO ACTIVELY MANAGED EXC23.8K shares-19.43%2025-12-312026-01-16

CORZ CORE SCIENTIFIC INC NEW82.9K shares-28.85%2025-12-312026-01-16

Sponsored

SPHD INVESCO EXCH TRADED FD TR II25.1K shares-1.71%2025-12-312026-01-16

PAVE GLOBAL X FDS25.0K shares2.38%2025-12-312026-01-16

DISV DIMENSIONAL ETF TRUST31.3K shares12.36%2025-12-312026-01-16

USB US BANCORP DEL22.3K shares1.30%2025-12-312026-01-16

MDB MONGODB INC2.8K shares2.83%2025-12-312026-01-16

GCOR GOLDMAN SACHS ETF TR28.3K shares36.93%2025-12-312026-01-16

ROK ROCKWELL AUTOMATION INC3.0K shares4.73%2025-12-312026-01-16

CGW INVESCO EXCH TRADED FD TR II18.3K shares106.99%2025-12-312026-01-16

Sponsored

AES AES CORP80.4K shares5.45%2025-12-312026-01-16

DGS WISDOMTREE TR19.9K shares-0.44%2025-12-312026-01-16

FLMI FRANKLIN TEMPLETON ETF TR45.5K shares264.00%2025-12-312026-01-16

AA ALCOA CORP21.3K sharesnew addition2025-12-312026-01-16

Call Option Holdings

MICRON TECHNOLOGY INC Call CallMICRON TECHNOLOGY INC8.2K sharesnew addition2025-12-312026-01-16

META PLATFORMS INC Call CallMETA PLATFORMS INC12.8K sharesnew addition2025-12-312026-01-16

CORNING INC Call CallCORNING INC11.8K shares-9.92%2025-12-312026-01-16

DARLING INGREDIENTS INC Call CallDARLING INGREDIENTS INC80.5K shares-0.62%2025-12-312026-01-16

FREEPORT-MCMORAN INC Call CallFREEPORT-MCMORAN INC19.1K shares2.14%2025-12-312026-01-16

TEXAS INSTRS INC Call CallTEXAS INSTRS INC11.2K sharesnew addition2025-12-312026-01-16

ZETA GLOBAL HOLDINGS CORP Call CallZETA GLOBAL HOLDINGS CORP11.6K sharesnew addition2025-12-312026-01-16

NOVO-NORDISK A S Call CallNOVO-NORDISK A S10.0K sharesnew addition2025-12-312026-01-16

NETFLIX INC Call CallNETFLIX INC15.0K sharesnew addition2025-12-312026-01-16

SUPER MICRO COMPUTER INC Call CallSUPER MICRO COMPUTER INC42.2K shares38.82%2025-12-312026-01-16

ASPEN AEROGELS INC Call CallASPEN AEROGELS INC11.2K sharesnew addition2025-12-312026-01-16

Put Option Holdings

INVESCO QQQ TR Put PutINVESCO QQQ TR13.3K sharesnew addition2025-12-312026-01-16