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 $113.0M. In the most recent quarter, they have increased their positions in COWG (+14.0K shares, valued at $507.3K), SNDX (+25.8K shares, valued at $396.9K), BMY (+5.7K shares, valued at $255.5K); decreased their positions in PLTR (-1.4K shares, valued at $246.8K), ARKK (-1.4K shares, valued at $123.4K), PSX (-829 shares, valued at $112.8K); initiated new positions in SNDX (+25.8K shares, valued at $396.9K), BMY (+5.7K shares, valued at $255.5K), PTLC (+4.2K shares, valued at $227.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR17.7K shares0.15%2025-09-302025-11-05
IWV ISHARES TR24.0K shares1.07%2025-09-302025-11-05 QQQ INVESCO QQQ TR9.9K shares-0.44%2025-09-302025-11-05 BNL BROADSTONE NET LEASE INC299.6K shares0.87%2025-09-302025-11-05 VIG VANGUARD SPECIALIZED FUNDS17.3K shares-0.06%2025-09-302025-11-05 IJR ISHARES TR27.9K shares1.25%2025-09-302025-11-05 COWZ PACER FDS TR57.3K shares3.54%2025-09-302025-11-05 BRK.B BERKSHIRE HATHAWAY INC DEL6.2K shares1.13%2025-09-302025-11-05 EXEL EXELIXIS INC71.9K shares-1.21%2025-09-302025-11-05 SPMD SPDR SERIES TRUST47.0K shares-0.51%2025-09-302025-11-05 ARKK ARK ETF TR30.4K shares-4.49%2025-09-302025-11-05 VEU VANGUARD INTL EQUITY INDEX F36.3K shares-1.04%2025-09-302025-11-05 IWP ISHARES TR16.6K shares2.25%2025-09-302025-11-05 TMUS T-MOBILE US INC9.7K shares0.00%2025-09-302025-11-05 IWY ISHARES TR8.3K shares1.46%2025-09-302025-11-05 USRT ISHARES TR36.3K shares2.83%2025-09-302025-11-05 DGRO ISHARES TR30.4K shares0.50%2025-09-302025-11-05 PFF ISHARES TR63.5K shares3.12%2025-09-302025-11-05 MSFT MICROSOFT CORP3.3K shares1.95%2025-09-302025-11-05 JEPI J P MORGAN EXCHANGE TRADED F28.8K shares0.15%2025-09-302025-11-05 DMRC DIGIMARC CORP NEW152.7K shares20.34%2025-09-302025-11-05 AAPL APPLE INC5.7K shares1.03%2025-09-302025-11-05 NVDA NVIDIA CORPORATION7.5K shares7.54%2025-09-302025-11-05 COWG PACER FDS TR38.2K shares57.65%2025-09-302025-11-05 CDXS CODEXIS INC559.9K shares19.82%2025-09-302025-11-05 OHI OMEGA HEALTHCARE INVS INC27.6K shares-7.59%2025-09-302025-11-05 ASUR ASURE SOFTWARE INC141.9K shares0.00%2025-09-302025-11-05 IBM INTERNATIONAL BUSINESS MACHS4.0K shares0.00%2025-09-302025-11-05 FBND FIDELITY MERRIMACK STR TR22.6K shares0.00%2025-09-302025-11-05 VB VANGUARD INDEX FDS3.8K shares4.56%2025-09-302025-11-05 KYN KAYNE ANDERSON ENERGY INFRST75.6K shares-0.12%2025-09-302025-11-05 XOM EXXON MOBIL CORP7.4K shares2.65%2025-09-302025-11-05 GLD SPDR GOLD TR2.3K shares0.00%2025-09-302025-11-05 AMZN AMAZON COM INC3.4K shares-1.01%2025-09-302025-11-05 NLY ANNALY CAPITAL MANAGEMENT IN36.9K shares1.10%2025-09-302025-11-05 CSCO CISCO SYS INC10.2K shares-1.90%2025-09-302025-11-05 PAYX PAYCHEX INC5.5K shares0.07%2025-09-302025-11-05 USMV ISHARES TR7.3K shares6.92%2025-09-302025-11-05 UBCP UNITED BANCORP INC OHIO45.4K shares0.00%2025-09-302025-11-05 DLN WISDOMTREE TR7.2K shares-3.34%2025-09-302025-11-05 ARKG ARK ETF TR21.6K shares-5.45%2025-09-302025-11-05 SPEM SPDR INDEX SHS FDS12.4K shares-0.72%2025-09-302025-11-05 TSLA TESLA INC1.2K shares45.49%2025-09-302025-11-05 EP-PC EL PASO ENERGY CAP TR I18.7K shares-5.07%2025-09-302025-11-05 LEAD SIREN ETF TR6.8K shares0.00%2025-09-302025-11-05 COP CONOCOPHILLIPS5.1K shares0.00%2025-09-302025-11-05 SPIP SPDR SERIES TRUST18.3K shares1.67%2025-09-302025-11-05 BND VANGUARD BD INDEX FDS6.3K shares4.48%2025-09-302025-11-05 GLW CORNING INC5.6K shares-2.59%2025-09-302025-11-05 VWO VANGUARD INTL EQUITY INDEX F8.5K shares0.01%2025-09-302025-11-05 AVGO BROADCOM INC1.3K shares-1.64%2025-09-302025-11-05 PFE PFIZER INC16.5K shares0.00%2025-09-302025-11-05 ABBV ABBVIE INC1.7K shares0.00%2025-09-302025-11-05 SNDX SYNDAX PHARMACEUTICALS INC25.8K sharesnew addition2025-09-302025-11-05 HPS HANCOCK JOHN PFD INCOME FD I25.4K shares6.42%2025-09-302025-11-05 SPTM SPDR SERIES TRUST4.9K shares-0.21%2025-09-302025-11-05 ICF ISHARES TR6.0K shares0.00%2025-09-302025-11-05 JNJ JOHNSON & JOHNSON2.0K shares-0.25%2025-09-302025-11-05 ANGL VANECK ETF TRUST11.5K shares0.00%2025-09-302025-11-05 EXG EATON VANCE TAX-MANAGED GLOB37.2K shares-6.76%2025-09-302025-11-05 SPY SPDR S&P 500 ETF TR506 shares0.20%2025-09-302025-11-05 JNK SPDR SERIES TRUST3.4K shares-2.10%2025-09-302025-11-05 TSM TAIWAN SEMICONDUCTOR MFG LTD1.1K shares21.16%2025-09-302025-11-05 EVG EATON VANCE SHORT DURATION D28.2K shares0.48%2025-09-302025-11-05 QUAL ISHARES TR1.6K shares0.00%2025-09-302025-11-05 PLTR PALANTIR TECHNOLOGIES INC1.7K shares-44.14%2025-09-302025-11-05 WMT WALMART INC2.9K shares0.00%2025-09-302025-11-05 SPYG SPDR SERIES TRUST2.8K shares0.07%2025-09-302025-11-05 HD HOME DEPOT INC724 shares0.00%2025-09-302025-11-05 BWX SPDR SERIES TRUST12.7K shares0.00%2025-09-302025-11-05 RCAT RED CAT HLDGS INC28.1K shares33.15%2025-09-302025-11-05 PSX PHILLIPS 662.1K shares-28.21%2025-09-302025-11-05 MRK MERCK & CO INC3.4K shares-0.50%2025-09-302025-11-05 VUG VANGUARD INDEX FDS594 shares0.00%2025-09-302025-11-05 AMGN AMGEN INC991 shares0.00%2025-09-302025-11-05 XLE SELECT SECTOR SPDR TR3.0K shares11.16%2025-09-302025-11-05 KEY KEYCORP13.9K shares0.00%2025-09-302025-11-05 GE GE AEROSPACE857 shares0.00%2025-09-302025-11-05 ESGV VANGUARD WORLD FD2.2K shares5.61%2025-09-302025-11-05 BMY BRISTOL-MYERS SQUIBB CO5.7K sharesnew addition2025-09-302025-11-05 MET METLIFE INC3.1K shares0.00%2025-09-302025-11-05 KO COCA COLA CO3.8K shares0.05%2025-09-302025-11-05 PDP INVESCO EXCHANGE TRADED FD T2.1K shares-6.00%2025-09-302025-11-05 PCY INVESCO EXCH TRADED FD TR II11.4K shares0.00%2025-09-302025-11-05 ABT ABBOTT LABS1.8K shares0.00%2025-09-302025-11-05 PTLC PACER FDS TR4.2K sharesnew addition2025-09-302025-11-05 EZM WISDOMTREE TR3.4K shares0.00%2025-09-302025-11-05 IVW ISHARES TR1.9K shares0.00%2025-09-302025-11-05 MO ALTRIA GROUP INC3.3K sharesnew addition2025-09-302025-11-05 CRWD CROWDSTRIKE HLDGS INC448 shares-1.32%2025-09-302025-11-05 NEM NEWMONT CORP2.6K sharesnew addition2025-09-302025-11-05 NVS NOVARTIS AG1.7K shares0.00%2025-09-302025-11-05 DVY ISHARES TR1.5K sharesnew addition2025-09-302025-11-05 VBR VANGUARD INDEX FDS1.0K sharesnew addition2025-09-302025-11-05 PEP PEPSICO INC1.5K sharesnew addition2025-09-302025-11-05 UTG REAVES UTIL INCOME FD5.1K sharesnew addition2025-09-302025-11-05 AQN ALGONQUIN PWR UTILS CORP31.0K shares0.00%2025-09-302025-11-05 MQ MARQETA INC29.5K shares1.38%2025-09-302025-11-05 NWBI NORTHWEST BANCSHARES INC MD11.9K shares0.00%2025-09-302025-11-05 OPP RIVERNORTH DOUBLELINE STRATE16.5K shares45.67%2025-09-302025-11-05 BCX BLACKROCK RES & COMMODITIES13.5K shares0.00%2025-09-302025-11-05 F FORD MTR CO10.6K shares0.00%2025-09-302025-11-05 VVR INVESCO SR INCOME TR35.9K shares20.82%2025-09-302025-11-05 JPC NUVEEN PFD & INCOME OPPORTUN14.6K shares0.00%2025-09-302025-11-05 MYN BLACKROCK MUNIYIELD N Y QUAL10.7K shares0.00%2025-09-302025-11-05 AGEN AGENUS INC20.0K sharesnew addition2025-09-302025-11-05 QTRX QUANTERIX CORP12.1K shares-0.82%2025-09-302025-11-05 CDLX CARDLYTICS INC20.0K shares0.00%2025-09-302025-11-05 CRDF CARDIFF ONCOLOGY INC22.5K sharesnew addition2025-09-302025-11-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available