The Analysis of Post Resch Tallon Group Inc.'s Holdings
Currently, Post Resch Tallon Group Inc. holds 109 types of securities in its portfolio with a total value $118.4M. In the most recent quarter, they have increased their positions in IVV (+1.9K shares, valued at $1.3M), IWV (+3.0K shares, valued at $1.2M), USRT (+11.7K shares, valued at $666.0K); decreased their positions in EXEL (-19.7K shares, valued at $865.6K), BNL (-47.0K shares, valued at $816.4K), DMRC (-13.9K shares, valued at $91.4K); initiated new positions in KMI (+17.6K shares, valued at $484.5K), PK (+29.8K shares, valued at $311.2K), XLU (+6.4K shares, valued at $271.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR19.6K shares10.56%2025-12-312026-01-09
IWV ISHARES TR27.0K shares12.50%2025-12-312026-01-09 BNL BROADSTONE NET LEASE INC252.6K shares-15.69%2025-12-312026-01-09 IJR ISHARES TR32.5K shares16.71%2025-12-312026-01-09 VIG VANGUARD SPECIALIZED FUNDS17.1K shares-0.94%2025-12-312026-01-09 COWZ PACER FDS TR60.0K shares4.67%2025-12-312026-01-09 SPMD SPDR SERIES TRUST57.2K shares21.75%2025-12-312026-01-09 USRT ISHARES TR47.9K shares32.25%2025-12-312026-01-09 VEU VANGUARD INTL EQUITY INDEX F36.0K shares-0.95%2025-12-312026-01-09 PFF ISHARES TR84.8K shares33.58%2025-12-312026-01-09 IWP ISHARES TR17.0K shares2.50%2025-12-312026-01-09 IWY ISHARES TR8.4K shares0.14%2025-12-312026-01-09 EXEL EXELIXIS INC52.2K shares-27.46%2025-12-312026-01-09 ARKK ARK ETF TR29.6K shares-2.70%2025-12-312026-01-09 DGRO ISHARES TR30.3K shares-0.41%2025-12-312026-01-09 TMUS T-MOBILE US INC9.7K shares0.00%2025-12-312026-01-09 MSFT MICROSOFT CORP3.6K shares9.80%2025-12-312026-01-09 JEPI J P MORGAN EXCHANGE TRADED F29.1K shares1.35%2025-12-312026-01-09 NVDA NVIDIA CORPORATION8.1K shares7.24%2025-12-312026-01-09 AAPL APPLE INC5.5K shares-2.94%2025-12-312026-01-09 COWG PACER FDS TR41.3K shares7.96%2025-12-312026-01-09 IBM INTERNATIONAL BUSINESS MACHS4.8K shares21.76%2025-12-312026-01-09 ASUR ASURE SOFTWARE INC138.9K shares-2.11%2025-12-312026-01-09 OHI OMEGA HEALTHCARE INVS INC26.6K shares-3.51%2025-12-312026-01-09 PAYX PAYCHEX INC10.2K shares86.48%2025-12-312026-01-09 XOM EXXON MOBIL CORP8.6K shares16.16%2025-12-312026-01-09 FBND FIDELITY MERRIMACK STR TR22.5K shares-0.49%2025-12-312026-01-09 VB VANGUARD INDEX FDS3.8K shares0.26%2025-12-312026-01-09 KYN KAYNE ANDERSON ENERGY INFRST75.8K shares0.24%2025-12-312026-01-09 DMRC DIGIMARC CORP NEW138.8K shares-9.13%2025-12-312026-01-09 GLD SPDR GOLD TR2.2K shares-3.77%2025-12-312026-01-09 CDXS CODEXIS INC511.7K shares-8.61%2025-12-312026-01-09 CSCO CISCO SYS INC10.1K shares-1.18%2025-12-312026-01-09 PFE PFIZER INC30.5K shares85.44%2025-12-312026-01-09 AMZN AMAZON COM INC3.2K shares-7.72%2025-12-312026-01-09 USMV ISHARES TR7.4K shares1.38%2025-12-312026-01-09 DLN WISDOMTREE TR7.2K shares-0.83%2025-12-312026-01-09 UBCP UNITED BANCORP INC OHIO42.9K shares-5.50%2025-12-312026-01-09 GLW CORNING INC6.9K shares23.06%2025-12-312026-01-09 ARKG ARK ETF TR20.8K shares-3.68%2025-12-312026-01-09 SPEM SPDR INDEX SHS FDS12.4K shares0.02%2025-12-312026-01-09 TSLA TESLA INC1.2K shares0.99%2025-12-312026-01-09 LEAD SIREN ETF TR6.7K shares-0.74%2025-12-312026-01-09 KMI KINDER MORGAN INC DEL17.6K sharesnew addition2025-12-312026-01-09 SNDX SYNDAX PHARMACEUTICALS INC22.8K shares-11.63%2025-12-312026-01-09 BND VANGUARD BD INDEX FDS6.5K shares2.57%2025-12-312026-01-09 COP CONOCOPHILLIPS5.1K shares0.00%2025-12-312026-01-09 SPIP SPDR SERIES TRUST18.3K shares0.27%2025-12-312026-01-09 BROADCOM INC BROADCOM INC1.3K shares-2.05%2025-12-312026-01-09 SPTM SPDR SERIES TRUST4.9K shares0.93%2025-12-312026-01-09 JNJ JOHNSON & JOHNSON1.9K shares-3.00%2025-12-312026-01-09 VWO VANGUARD INTL EQUITY INDEX F7.2K shares-15.58%2025-12-312026-01-09 ABBV ABBVIE INC1.7K shares-3.31%2025-12-312026-01-09 EXG EATON VANCE TAX-MANAGED GLOB39.1K shares5.30%2025-12-312026-01-09 HPS HANCOCK JOHN PFD INCOME FD I25.8K shares1.48%2025-12-312026-01-09 ICF ISHARES TR6.0K shares-0.91%2025-12-312026-01-09 TSM TAIWAN SEMICONDUCTOR MFG LTD1.2K shares1.83%2025-12-312026-01-09 AMGN AMGEN INC1.0K shares4.54%2025-12-312026-01-09 SPY SPDR S&P 500 ETF TR492 shares-2.77%2025-12-312026-01-09 ANGL VANECK ETF TRUST11.4K shares-1.28%2025-12-312026-01-09 BMY BRISTOL-MYERS SQUIBB CO6.0K shares6.69%2025-12-312026-01-09 SPYG SPDR SERIES TRUST3.0K shares7.29%2025-12-312026-01-09 WMT WALMART INC2.9K shares1.25%2025-12-312026-01-09 QUAL ISHARES TR1.6K shares0.00%2025-12-312026-01-09 PK PARK HOTELS & RESORTS INC29.8K sharesnew addition2025-12-312026-01-09 EVG EATON VANCE SHORT DURATION D28.1K shares-0.21%2025-12-312026-01-09 PTLC PACER FDS TR5.5K shares31.33%2025-12-312026-01-09 PLTR PALANTIR TECHNOLOGIES INC1.7K shares-1.75%2025-12-312026-01-09 GE AEROSPACE GE AEROSPACE960 shares12.02%2025-12-312026-01-09 KEY KEYCORP13.9K shares0.00%2025-12-312026-01-09 BWX SPDR SERIES TRUST12.7K shares0.00%2025-12-312026-01-09 KO COCA COLA CO3.9K shares4.03%2025-12-312026-01-09 PSX PHILLIPS 662.1K shares0.00%2025-12-312026-01-09 XLU SELECT SECTOR SPDR TR6.4K sharesnew addition2025-12-312026-01-09 HD HOME DEPOT INC773 shares6.77%2025-12-312026-01-09 ESGV VANGUARD WORLD FD2.2K shares0.69%2025-12-312026-01-09 PDP INVESCO EXCHANGE TRADED FD T2.1K shares0.00%2025-12-312026-01-09 MET METLIFE INC3.1K shares-0.52%2025-12-312026-01-09 NVS NOVARTIS AG1.7K shares1.44%2025-12-312026-01-09 PCY INVESCO EXCH TRADED FD TR II10.6K shares-7.02%2025-12-312026-01-09 EZM WISDOMTREE TR3.3K shares-2.91%2025-12-312026-01-09 ALPHABET INC ALPHABET INC703 sharesnew addition2025-12-312026-01-09 IVW ISHARES TR1.8K shares-4.08%2025-12-312026-01-09 ALPHABET INC ALPHABET INC702 sharesnew addition2025-12-312026-01-09 ABT ABBOTT LABS1.8K shares-0.85%2025-12-312026-01-09 LLY ELI LILLY & CO204 sharesnew addition2025-12-312026-01-09 RCAT RED CAT HLDGS INC27.5K shares-2.14%2025-12-312026-01-09 PAAS PAN AMERN SILVER CORP4.2K sharesnew addition2025-12-312026-01-09 VBR VANGUARD INDEX FDS1.0K shares0.00%2025-12-312026-01-09 DVY ISHARES TR1.5K shares0.00%2025-12-312026-01-09 XLK SELECT SECTOR SPDR TR1.4K sharesnew addition2025-12-312026-01-09 AQN ALGONQUIN PWR UTILS CORP27.0K shares-12.90%2025-12-312026-01-09 OPP RIVERNORTH DOUBLELINE STRATE17.3K shares4.87%2025-12-312026-01-09 MQ MARQETA INC28.9K shares-1.95%2025-12-312026-01-09 F FORD MTR CO10.5K shares-1.11%2025-12-312026-01-09 NWBI NORTHWEST BANCSHARES INC MD10.4K shares-12.61%2025-12-312026-01-09 BCX BLACKROCK RES & COMMODITIES11.3K shares-16.64%2025-12-312026-01-09 JPC NUVEEN PFD & INCOME OPPORTUN14.6K shares0.00%2025-12-312026-01-09 VVR INVESCO SR INCOME TR36.1K shares0.45%2025-12-312026-01-09 QTRX QUANTERIX CORP11.6K shares-4.14%2025-12-312026-01-09 CRDF CARDIFF ONCOLOGY INC22.5K shares-0.16%2025-12-312026-01-09 AGEN AGENUS INC12.8K shares-36.25%2025-12-312026-01-09 CDLX CARDLYTICS INC20.0K shares0.00%2025-12-312026-01-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available