The Analysis of PrairieView Partners, LLC's Holdings


Currently, PrairieView Partners, LLC holds 397 types of securities in its portfolio with a total value $1.0M. In the most recent quarter, they have increased their positions in AVSC (+77.7K shares, valued at $4.0K), ITOT (+22.1K shares, valued at $3.0K), VTI (+6.5K shares, valued at $2.0K); decreased their positions in BRK.A (-4 shares, valued at $2.9K), VB (-11.6K shares, valued at $2.7K), AVDV (-18.7K shares, valued at $1.5K); initiated new positions in GDDY (+626 shares, valued at $112), ONEQ (+255 shares, valued at $20), DIA (+47 shares, valued at $20).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS572.8K shares1.16%2025-06-302025-07-25history
AVSF AMERICAN CENTY ETF TR2.7M shares1.50%2025-06-302025-07-25history
AVLV AMERICAN CENTY ETF TR1.2M shares2.26%2025-06-302025-07-25history
AVIV AMERICAN CENTY ETF TR1.1M shares-1.75%2025-06-302025-07-25history
DFGX DIMENSIONAL ETF TRUST850.2K shares2.29%2025-06-302025-07-25history
VGIT VANGUARD SCOTTSDALE FDS757.9K shares2.07%2025-06-302025-07-25history
VTV VANGUARD INDEX FDS218.2K shares4.46%2025-06-302025-07-25history
AVDV AMERICAN CENTY ETF TR482.3K shares-3.74%2025-06-302025-07-25history
Sponsored
VSS VANGUARD INTL EQUITY INDEX F253.3K shares-3.12%2025-06-302025-07-25history
VEA VANGUARD TAX-MANAGED FDS589.1K shares0.40%2025-06-302025-07-25history
AVUV AMERICAN CENTY ETF TR342.1K shares2.82%2025-06-302025-07-25history
AVSC AMERICAN CENTY ETF TR468.2K shares19.91%2025-06-302025-07-25history
AVEM AMERICAN CENTY ETF TR347.8K shares-1.66%2025-06-302025-07-25history
ITOT ISHARES TR155.4K shares16.62%2025-06-302025-07-25history
VWO VANGUARD INTL EQUITY INDEX F421.9K shares-0.97%2025-06-302025-07-25history
SCHB SCHWAB STRATEGIC TR653.0K shares4.54%2025-06-302025-07-25history
Sponsored
AVDE AMERICAN CENTY ETF TR157.6K shares-0.14%2025-06-302025-07-25history
VB VANGUARD INDEX FDS43.2K shares-21.15%2025-06-302025-07-25history
SCHC SCHWAB STRATEGIC TR204.1K shares13.04%2025-06-302025-07-25history
VBR VANGUARD INDEX FDS43.4K shares0.43%2025-06-302025-07-25history
SUB ISHARES TR61.9K shares15.29%2025-06-302025-07-25history
EFV ISHARES TR102.9K shares-2.25%2025-06-302025-07-25history
IUSV ISHARES TR69.0K shares9.01%2025-06-302025-07-25history
MMM 3M CO41.4K shares9.11%2025-06-302025-07-25history
Sponsored
SCHV SCHWAB STRATEGIC TR223.5K shares-1.51%2025-06-302025-07-25history
SMB VANECK ETF TRUST329.1K shares12.32%2025-06-302025-07-25history
AAPL APPLE INC25.2K shares-3.37%2025-06-302025-07-25history
DLS WISDOMTREE TR59.5K shares13.25%2025-06-302025-07-25history
IEFA ISHARES TR49.3K shares3.96%2025-06-302025-07-25history
FNDF SCHWAB STRATEGIC TR99.2K shares-0.08%2025-06-302025-07-25history
DFSD DIMENSIONAL ETF TRUST75.9K shares8.33%2025-06-302025-07-25history
IEMG ISHARES INC60.2K shares1.90%2025-06-302025-07-25history
Sponsored
VV VANGUARD INDEX FDS12.4K shares0.00%2025-06-302025-07-25history
IJR ISHARES TR32.0K shares-1.99%2025-06-302025-07-25history
VCSH VANGUARD SCOTTSDALE FDS41.7K shares-12.33%2025-06-302025-07-25history
SCHA SCHWAB STRATEGIC TR130.7K shares3.73%2025-06-302025-07-25history
DFNM DIMENSIONAL ETF TRUST66.2K shares-8.37%2025-06-302025-07-25history
VTEB VANGUARD MUN BD FDS61.4K shares-29.51%2025-06-302025-07-25history
VTES VANGUARD WELLINGTON FD29.6K shares-27.64%2025-06-302025-07-25history
FNDA SCHWAB STRATEGIC TR100.3K shares12.62%2025-06-302025-07-25history
Sponsored
SCHE SCHWAB STRATEGIC TR94.2K shares-3.88%2025-06-302025-07-25history
SCHF SCHWAB STRATEGIC TR125.2K shares-0.26%2025-06-302025-07-25history
BSV VANGUARD BD INDEX FDS34.9K shares-10.53%2025-06-302025-07-25history
MSFT MICROSOFT CORP5.5K shares0.02%2025-06-302025-07-25history
SCZ ISHARES TR36.1K shares3.91%2025-06-302025-07-25history
FNDC SCHWAB STRATEGIC TR61.0K shares-3.45%2025-06-302025-07-25history
SCHR SCHWAB STRATEGIC TR102.0K shares-3.40%2025-06-302025-07-25history
AVMU AMERICAN CENTY ETF TR55.4K shares38.31%2025-06-302025-07-25history
Sponsored
AVSU AMERICAN CENTY ETF TR31.2K shares-1.32%2025-06-302025-07-25history
IJS ISHARES TR21.0K shares-0.72%2025-06-302025-07-25history
DFAE DIMENSIONAL ETF TRUST71.8K shares24.82%2025-06-302025-07-25history
BNDX VANGUARD CHARLOTTE FDS41.6K shares-0.53%2025-06-302025-07-25history
MUB ISHARES TR18.1K shares49.39%2025-06-302025-07-25history
GOOGL ALPHABET INC10.1K shares-1.72%2025-06-302025-07-25history
SUSB ISHARES TR64.3K shares5.85%2025-06-302025-07-25history
IWF ISHARES TR3.6K shares-2.29%2025-06-302025-07-25history
Sponsored
BRK.A BERKSHIRE HATHAWAY INC DEL2 shares-66.67%2025-06-302025-07-25history
DTH WISDOMTREE TR30.8K shares-0.09%2025-06-302025-07-25history
NULV NUSHARES ETF TR30.8K shares-0.07%2025-06-302025-07-25history
ABT ABBOTT LABS8.2K shares0.00%2025-06-302025-07-25history
GOOG ALPHABET INC6.3K shares-3.09%2025-06-302025-07-25history
SLQD ISHARES TR21.0K shares-5.95%2025-06-302025-07-25history
SPY SPDR S&P 500 ETF TR1.7K shares0.60%2025-06-302025-07-25history
COST COSTCO WHSL CORP NEW1.0K shares0.30%2025-06-302025-07-25history
Sponsored
DFIV DIMENSIONAL ETF TRUST21.7K shares22.64%2025-06-302025-07-25history
DISV DIMENSIONAL ETF TRUST27.8K shares63.59%2025-06-302025-07-25history
AMZN AMAZON COM INC4.1K shares5.41%2025-06-302025-07-25history
AVUS AMERICAN CENTY ETF TR8.5K shares0.00%2025-06-302025-07-25history
QQQ INVESCO QQQ TR1.5K shares-10.40%2025-06-302025-07-25history
AVSD AMERICAN CENTY ETF TR12.2K shares-4.77%2025-06-302025-07-25history
SOLV SOLVENTUM CORP10.7K shares13.28%2025-06-302025-07-25history
IAGG ISHARES TR15.4K shares-4.75%2025-06-302025-07-25history
Sponsored
SHW SHERWIN WILLIAMS CO2.2K shares-2.61%2025-06-302025-07-25history
VOO VANGUARD INDEX FDS1.3K shares39.30%2025-06-302025-07-25history
MGK VANGUARD WORLD FD2.0K shares0.00%2025-06-302025-07-25history
VIG VANGUARD SPECIALIZED FUNDS3.5K shares0.20%2025-06-302025-07-25history
SCHO SCHWAB STRATEGIC TR29.3K shares-11.88%2025-06-302025-07-25history
BGRN ISHARES TR14.9K shares3.15%2025-06-302025-07-25history
NVDA NVIDIA CORPORATION4.4K shares0.16%2025-06-302025-07-25history
ECL ECOLAB INC2.6K shares0.00%2025-06-302025-07-25history
Sponsored
LLY ELI LILLY & CO856 shares0.00%2025-06-302025-07-25history
DE DEERE & CO1.3K shares0.00%2025-06-302025-07-25history
AGG ISHARES TR6.4K shares7.67%2025-06-302025-07-25history
SHM SPDR SERIES TRUST12.6K shares-14.16%2025-06-302025-07-25history
VEU VANGUARD INTL EQUITY INDEX F8.8K shares14.09%2025-06-302025-07-25history
AVES AMERICAN CENTY ETF TR10.3K shares-8.21%2025-06-302025-07-25history
IWD ISHARES TR2.8K shares0.00%2025-06-302025-07-25history
HD HOME DEPOT INC1.5K shares0.00%2025-06-302025-07-25history
Sponsored
IWV ISHARES TR1.4K shares0.00%2025-06-302025-07-25history
DFAS DIMENSIONAL ETF TRUST7.8K shares0.00%2025-06-302025-07-25history
UMBF UMB FINL CORP4.5K shares0.00%2025-06-302025-07-25history
UNH UNITEDHEALTH GROUP INC1.5K shares10.17%2025-06-302025-07-25history
TRV TRAVELERS COMPANIES INC1.7K shares0.00%2025-06-302025-07-25history
IEI ISHARES TR3.8K shares4.71%2025-06-302025-07-25history
V VISA INC1.3K shares0.00%2025-06-302025-07-25history
SPTM SPDR SERIES TRUST5.9K shares0.00%2025-06-302025-07-25history
Sponsored
JPM JPMORGAN CHASE & CO.1.4K shares0.00%2025-06-302025-07-25history
VONV VANGUARD SCOTTSDALE FDS4.6K shares0.00%2025-06-302025-07-25history
ESML ISHARES TR9.3K shares-0.01%2025-06-302025-07-25history
VT VANGUARD INTL EQUITY INDEX F2.9K shares0.56%2025-06-302025-07-25history
XEL XCEL ENERGY INC5.3K shares0.00%2025-06-302025-07-25history
MGV VANGUARD WORLD FD2.6K shares0.00%2025-06-302025-07-25history
ESGD ISHARES TR3.8K shares-4.88%2025-06-302025-07-25history
DCI DONALDSON INC4.8K shares0.00%2025-06-302025-07-25history
Sponsored
DFAT DIMENSIONAL ETF TRUST6.1K shares0.00%2025-06-302025-07-25history
MDT MEDTRONIC PLC3.7K shares3.56%2025-06-302025-07-25history
PNC PNC FINL SVCS GROUP INC1.7K shares0.00%2025-06-302025-07-25history
IWM ISHARES TR1.4K shares1.55%2025-06-302025-07-25history
ELF E L F BEAUTY INC2.4K shares0.00%2025-06-302025-07-25history
FAST FASTENAL CO7.0K shares98.31%2025-06-302025-07-25history
CSCO CISCO SYS INC4.0K shares-3.62%2025-06-302025-07-25history
TRI THOMSON REUTERS CORP1.4K shares-31.92%2025-06-302025-07-25history
Sponsored
CORP PIMCO ETF TR2.7K shares0.00%2025-06-302025-07-25history
TSLA TESLA INC794 shares26.63%2025-06-302025-07-25history
VMC VULCAN MATLS CO911 shares104.26%2025-06-302025-07-25history
RTX RTX CORPORATION1.6K shares0.00%2025-06-302025-07-25history
SYK STRYKER CORPORATION576 shares0.00%2025-06-302025-07-25history
AVSE AMERICAN CENTY ETF TR3.8K shares-5.47%2025-06-302025-07-25history
PM PHILIP MORRIS INTL INC1.2K shares0.00%2025-06-302025-07-25history
SPYM SPDR SERIES TRUST3.0K shares15.59%2025-06-302025-07-25history
Sponsored
FNDE SCHWAB STRATEGIC TR6.4K shares0.00%2025-06-302025-07-25history
CRWD CROWDSTRIKE HLDGS INC412 shares-8.85%2025-06-302025-07-25history
CVX CHEVRON CORP NEW1.3K shares0.00%2025-06-302025-07-25history
XOM EXXON MOBIL CORP1.8K shares-13.20%2025-06-302025-07-25history
ESGE ISHARES INC4.8K shares-1.02%2025-06-302025-07-25history
TSM TAIWAN SEMICONDUCTOR MFG LTD825 shares16.20%2025-06-302025-07-25history
AVGO BROADCOM INC665 shares-10.01%2025-06-302025-07-25history
WMB WILLIAMS COS INC2.9K shares0.00%2025-06-302025-07-25history
Sponsored
VUG VANGUARD INDEX FDS409 shares0.00%2025-06-302025-07-25history
FDS FACTSET RESH SYS INC400 shares0.00%2025-06-302025-07-25history
DIS DISNEY WALT CO1.4K shares0.00%2025-06-302025-07-25history
GOVT ISHARES TR7.6K shares0.00%2025-06-302025-07-25history
JNJ JOHNSON & JOHNSON1.1K shares0.00%2025-06-302025-07-25history
ACN ACCENTURE PLC IRELAND577 shares0.00%2025-06-302025-07-25history
CAT CATERPILLAR INC442 shares0.00%2025-06-302025-07-25history
SPYV SPDR SERIES TRUST3.1K shares0.00%2025-06-302025-07-25history
Sponsored
GIS GENERAL MLS INC3.1K shares0.00%2025-06-302025-07-25history
VO VANGUARD INDEX FDS565 shares0.00%2025-06-302025-07-25history
IBM INTERNATIONAL BUSINESS MACHS535 shares0.75%2025-06-302025-07-25history
DFUS DIMENSIONAL ETF TRUST2.3K shares0.00%2025-06-302025-07-25history
WMT WALMART INC1.5K shares0.93%2025-06-302025-07-25history
SMCI SUPER MICRO COMPUTER INC3.0K shares0.00%2025-06-302025-07-25history
EFA ISHARES TR1.6K shares0.00%2025-06-302025-07-25history
PG PROCTER AND GAMBLE CO895 shares0.00%2025-06-302025-07-25history
Sponsored
AXP AMERICAN EXPRESS CO440 shares0.00%2025-06-302025-07-25history
EEM ISHARES TR2.8K shares0.00%2025-06-302025-07-25history
TJX TJX COS INC NEW1.1K shares0.00%2025-06-302025-07-25history
PGR PROGRESSIVE CORP482 shares0.00%2025-06-302025-07-25history
META META PLATFORMS INC172 shares22.86%2025-06-302025-07-25history
VOT VANGUARD INDEX FDS446 shares-42.67%2025-06-302025-07-25history
CRBN ISHARES TR581 shares0.00%2025-06-302025-07-25history
DFUV DIMENSIONAL ETF TRUST2.9K shares-1.43%2025-06-302025-07-25history
Sponsored
PANW PALO ALTO NETWORKS INC600 shares0.00%2025-06-302025-07-25history
DSI ISHARES TR1.0K shares0.00%2025-06-302025-07-25history
GDDY GODADDY INC626 sharesnew addition2025-06-302025-07-25history
SO SOUTHERN CO1.2K shares-10.91%2025-06-302025-07-25history
TTC TORO CO1.6K shares0.06%2025-06-302025-07-25history
ALL ALLSTATE CORP532 shares0.00%2025-06-302025-07-25history
DAL DELTA AIR LINES INC DEL2.1K shares0.00%2025-06-302025-07-25history
CNP CENTERPOINT ENERGY INC2.7K shares0.00%2025-06-302025-07-25history
Sponsored
FENI FIDELITY COVINGTON TRUST2.8K shares0.11%2025-06-302025-07-25history
WWD WOODWARD INC364 shares0.00%2025-06-302025-07-25history
SHY ISHARES TR1.1K shares-24.95%2025-06-302025-07-25history
SPDW SPDR INDEX SHS FDS2.2K shares3.02%2025-06-302025-07-25history
OEF ISHARES TR281 shares-6.33%2025-06-302025-07-25history
GM GENERAL MTRS CO1.7K shares0.00%2025-06-302025-07-25history
MCHP MICROCHIP TECHNOLOGY INC.1.2K shares0.00%2025-06-302025-07-25history
IVLU ISHARES TR2.5K shares0.00%2025-06-302025-07-25history
Sponsored
OKE ONEOK INC NEW1.0K shares0.00%2025-06-302025-07-25history
SLYV SPDR SERIES TRUST1.0K shares0.00%2025-06-302025-07-25history
MDY SPDR S&P MIDCAP 400 ETF TR135 shares0.00%2025-06-302025-07-25history
VZ VERIZON COMMUNICATIONS INC1.7K shares0.00%2025-06-302025-07-25history
IVV ISHARES TR118 shares4.42%2025-06-302025-07-25history
MCD MCDONALDS CORP250 shares0.00%2025-06-302025-07-25history
ESGU ISHARES TR534 shares16.85%2025-06-302025-07-25history
ADP AUTOMATIC DATA PROCESSING IN229 shares0.00%2025-06-302025-07-25history
Sponsored
IJH ISHARES TR1.1K shares0.00%2025-06-302025-07-25history
SPSM SPDR SERIES TRUST1.6K shares5.61%2025-06-302025-07-25history
PEP PEPSICO INC500 shares0.00%2025-06-302025-07-25history
USB US BANCORP DEL1.5K shares-3.41%2025-06-302025-07-25history
ISRG INTUITIVE SURGICAL INC120 shares0.00%2025-06-302025-07-25history
KO COCA COLA CO909 shares0.11%2025-06-302025-07-25history
FI FISERV INC375 shares0.00%2025-06-302025-07-25history
THG HANOVER INS GROUP INC382 shares0.00%2025-06-302025-07-25history
Sponsored
HPQ HP INC2.4K shares0.00%2025-06-302025-07-25history
SPMD SPDR SERIES TRUST1.1K shares10.55%2025-06-302025-07-25history
EMB ISHARES TR584 shares12.31%2025-06-302025-07-25history
IVE ISHARES TR262 shares0.00%2025-06-302025-07-25history
PEG PUBLIC SVC ENTERPRISE GRP IN603 shares0.00%2025-06-302025-07-25history
BSX BOSTON SCIENTIFIC CORP448 shares0.00%2025-06-302025-07-25history
IVW ISHARES TR444 shares0.00%2025-06-302025-07-25history
LMT LOCKHEED MARTIN CORP103 shares0.00%2025-06-302025-07-25history
Sponsored
PFE PFIZER INC2.0K shares-37.83%2025-06-302025-07-25history
CELH CELSIUS HLDGS INC1.0K shares0.00%2025-06-302025-07-25history
MDLZ MONDELEZ INTL INC692 shares0.00%2025-06-302025-07-25history
AMGN AMGEN INC163 shares0.00%2025-06-302025-07-25history
BBY BEST BUY INC675 shares0.00%2025-06-302025-07-25history
RSP INVESCO EXCHANGE TRADED FD T250 shares0.00%2025-06-302025-07-25history
PSX PHILLIPS 66383 shares0.00%2025-06-302025-07-25history
VRTX VERTEX PHARMACEUTICALS INC100 shares0.00%2025-06-302025-07-25history
Sponsored
DKNG DRAFTKINGS INC NEW1.0K shares0.00%2025-06-302025-07-25history
SPYX SPDR SERIES TRUST798 shares0.00%2025-06-302025-07-25history
TGT TARGET CORP414 shares0.49%2025-06-302025-07-25history
MRVL MARVELL TECHNOLOGY INC508 shares0.00%2025-06-302025-07-25history
PFG PRINCIPAL FINANCIAL GROUP IN499 shares0.00%2025-06-302025-07-25history
BMY BRISTOL-MYERS SQUIBB CO800 shares0.00%2025-06-302025-07-25history
QQQM INVESCO EXCH TRADED FD TR II165 shares400.00%2025-06-302025-07-25history
HUM HUMANA INC150 shares0.00%2025-06-302025-07-25history
Sponsored
QUAL ISHARES TR202 shares0.00%2025-06-302025-07-25history
SYY SYSCO CORP483 shares0.00%2025-06-302025-07-25history
CL COLGATE PALMOLIVE CO378 shares0.00%2025-06-302025-07-25history
FULC FULCRUM THERAPEUTICS INC5.0K shares0.00%2025-06-302025-07-25history
UNP UNION PAC CORP150 shares0.00%2025-06-302025-07-25history
HRB BLOCK H & R INC608 shares0.00%2025-06-302025-07-25history
SCHD SCHWAB STRATEGIC TR1.3K shares57.30%2025-06-302025-07-25history
GWX SPDR INDEX SHS FDS914 shares0.00%2025-06-302025-07-25history
Sponsored
FCN FTI CONSULTING INC200 shares0.00%2025-06-302025-07-25history
IWS ISHARES TR243 shares0.00%2025-06-302025-07-25history
FIBK FIRST INTST BANCSYSTEM INC1.1K shares0.00%2025-06-302025-07-25history
AX AXOS FINANCIAL INC400 shares0.00%2025-06-302025-07-25history
KR KROGER CO392 shares2.08%2025-06-302025-07-25history
SRE SEMPRA376 shares0.00%2025-06-302025-07-25history
ETN EATON CORP PLC75 shares0.00%2025-06-302025-07-25history
TSCO TRACTOR SUPPLY CO500 shares0.00%2025-06-302025-07-25history
Sponsored
CEG CONSTELLATION ENERGY CORP79 shares0.00%2025-06-302025-07-25history
STPZ PIMCO ETF TR477 shares0.00%2025-06-302025-07-25history
VYM VANGUARD WHITEHALL FDS191 shares8.52%2025-06-302025-07-25history
ROCK GIBRALTAR INDS INC408 shares0.00%2025-06-302025-07-25history
GSLC GOLDMAN SACHS ETF TR200 shares0.00%2025-06-302025-07-25history
BAC BANK AMERICA CORP502 shares0.00%2025-06-302025-07-25history
COP CONOCOPHILLIPS264 shares0.00%2025-06-302025-07-25history
DRI DARDEN RESTAURANTS INC109 shares0.00%2025-06-302025-07-25history
Sponsored
GNW GENWORTH FINL INC3.0K shares0.00%2025-06-302025-07-25history
MET METLIFE INC294 shares0.00%2025-06-302025-07-25history
SHOP SHOPIFY INC200 shares0.00%2025-06-302025-07-25history
STIP ISHARES TR220 shares8.91%2025-06-302025-07-25history
LIN LINDE PLC48 shares0.00%2025-06-302025-07-25history
SPEM SPDR INDEX SHS FDS516 shares0.00%2025-06-302025-07-25history
CVS CVS HEALTH CORP310 shares0.00%2025-06-302025-07-25history
FLUT FLUTTER ENTMT PLC75 shares0.00%2025-06-302025-07-25history
Sponsored
XT ISHARES TR322 shares0.00%2025-06-302025-07-25history
PHM PULTE GROUP INC200 shares0.00%2025-06-302025-07-25history
SPGI S&P GLOBAL INC41 shares0.00%2025-06-302025-07-25history
BLK BLACKROCK INC20 shares-13.04%2025-06-302025-07-25history
ONEQ FIDELITY COMWLTH TR255 sharesnew addition2025-06-302025-07-25history
JPST J P MORGAN EXCHANGE TRADED F402 shares8.06%2025-06-302025-07-25history
DIA SPDR DOW JONES INDL AVERAGE47 sharesnew addition2025-06-302025-07-25history
BND VANGUARD BD INDEX FDS278 shares0.00%2025-06-302025-07-25history
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RIO RIO TINTO PLC338 shares0.00%2025-06-302025-07-25history
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UPST UPSTART HLDGS INC300 shares0.00%2025-06-302025-07-25history
GD GENERAL DYNAMICS CORP63 shares0.00%2025-06-302025-07-25history
INTC INTEL CORP790 shares-43.49%2025-06-302025-07-25history
EFAV ISHARES TR205 shares0.00%2025-06-302025-07-25history
IWP ISHARES TR125 shares0.00%2025-06-302025-07-25history
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CARR CARRIER GLOBAL CORPORATION227 shares0.00%2025-06-302025-07-25history
MCS MARCUS CORP DEL1.0K shares0.00%2025-06-302025-07-25history
GEV GE VERNOVA INC30 shares200.00%2025-06-302025-07-25history
KVUE KENVUE INC755 shares0.00%2025-06-302025-07-25history
UPS UNITED PARCEL SERVICE INC150 shares0.00%2025-06-302025-07-25history
MRK MERCK & CO INC188 shares0.00%2025-06-302025-07-25history
SCHW SCHWAB CHARLES CORP162 shares0.00%2025-06-302025-07-25history
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BAX BAXTER INTL INC440 shares0.00%2025-06-302025-07-25history
IPGP IPG PHOTONICS CORP190 shares0.00%2025-06-302025-07-25history
CRM SALESFORCE INC50 shares0.00%2025-06-302025-07-25history
BLOK AMPLIFY ETF TR221 shares0.00%2025-06-302025-07-25history
DNP DNP SELECT INCOME FD INC1.3K shares0.00%2025-06-302025-07-25history
DORM DORMAN PRODS INC100 shares0.00%2025-06-302025-07-25history
GSIE GOLDMAN SACHS ETF TR306 shares0.00%2025-06-302025-07-25history
Sponsored
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PRU PRUDENTIAL FINL INC113 shares0.00%2025-06-302025-07-25history
STX SEAGATE TECHNOLOGY HLDNGS PL85 sharesnew addition2025-06-302025-07-25history
SDY SPDR SERIES TRUST95 shares0.00%2025-06-302025-07-25history
SPXC SPX TECHNOLOGIES INC72 shares0.00%2025-06-302025-07-25history
TWLO TWILIO INC100 shares0.00%2025-06-302025-07-25history
WSBC WESBANCO INC410 shares0.00%2025-06-302025-07-25history
MO ALTRIA GROUP INC200 shares0.00%2025-06-302025-07-25history
Sponsored
ARKX ARK ETF TR479 sharesnew addition2025-06-302025-07-25history
BA BOEING CO57 shares0.00%2025-06-302025-07-25history
BR BROADRIDGE FINL SOLUTIONS IN49 shares0.00%2025-06-302025-07-25history
FHN FIRST HORIZON CORPORATION533 shares0.00%2025-06-302025-07-25history
FMS FRESENIUS MEDICAL CARE AG418 shares0.00%2025-06-302025-07-25history
GE GE AEROSPACE46 shares0.00%2025-06-302025-07-25history
OTIS OTIS WORLDWIDE CORP113 shares0.00%2025-06-302025-07-25history
SCHG SCHWAB STRATEGIC TR400 shares0.00%2025-06-302025-07-25history
Sponsored
EXC EXELON CORP242 shares0.00%2025-06-302025-07-25history
HRL HORMEL FOODS CORP361 shares0.56%2025-06-302025-07-25history
PTEN PATTERSON-UTI ENERGY INC1.8K shares0.00%2025-06-302025-07-25history
VDE VANGUARD WORLD FD84 shares0.00%2025-06-302025-07-25history
ASML ASML HOLDING N V12 shares0.00%2025-06-302025-07-25history
F FORD MTR CO874 shares0.00%2025-06-302025-07-25history
HON HONEYWELL INTL INC41 shares0.00%2025-06-302025-07-25history
MSTY TIDAL TR II412 sharesnew addition2025-06-302025-07-25history
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FBTC FIDELITY WISE ORIGIN BITCOIN92 shares130.00%2025-06-302025-07-25history
GBIL GOLDMAN SACHS ETF TR86 shares8.86%2025-06-302025-07-25history
HSBC HSBC HLDGS PLC135 shares0.00%2025-06-302025-07-25history
VOOG VANGUARD ADMIRAL FDS INC22 sharesnew addition2025-06-302025-07-25history
ANF ABERCROMBIE & FITCH CO88 shares-58.69%2025-06-302025-07-25history
DFAI DIMENSIONAL ETF TRUST206 shares0.00%2025-06-302025-07-25history
MPC MARATHON PETE CORP46 shares0.00%2025-06-302025-07-25history
PLTR PALANTIR TECHNOLOGIES INC58 shares0.00%2025-06-302025-07-25history
Sponsored
EGY VAALCO ENERGY INC2.0K shares0.00%2025-06-302025-07-25history
APA APA CORPORATION375 shares0.00%2025-06-302025-07-25history
CAH CARDINAL HEALTH INC36 shares0.00%2025-06-302025-07-25history
INTU INTUIT8 shares0.00%2025-06-302025-07-25history
NCLH NORWEGIAN CRUISE LINE HLDG L300 shares0.00%2025-06-302025-07-25history
SOFI SOFI TECHNOLOGIES INC380 shares0.00%2025-06-302025-07-25history
APP APPLOVIN CORP15 shares0.00%2025-06-302025-07-25history
ARKK ARK ETF TR80 sharesnew addition2025-06-302025-07-25history
Sponsored
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CTRA COTERRA ENERGY INC200 shares0.00%2025-06-302025-07-25history
MA MASTERCARD INCORPORATED10 shares0.00%2025-06-302025-07-25history
NKE NIKE INC76 shares-92.96%2025-06-302025-07-25history
ALE ALLETE INC72 shares0.00%2025-06-302025-07-25history
ARKF ARK ETF TR92 sharesnew addition2025-06-302025-07-25history
ARKW ARK ETF TR31 sharesnew addition2025-06-302025-07-25history
IWN ISHARES TR31 shares0.00%2025-06-302025-07-25history
Sponsored
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BHP BHP GROUP LTD71 shares0.00%2025-06-302025-07-25history
DD DUPONT DE NEMOURS INC47 shares0.00%2025-06-302025-07-25history
EXAS EXACT SCIENCES CORP70 shares0.00%2025-06-302025-07-25history
GEM GOLDMAN SACHS ETF TR104 shares0.00%2025-06-302025-07-25history
GBTC GRAYSCALE BITCOIN TRUST ETF42 shares90.91%2025-06-302025-07-25history
ILCB ISHARES TR36 shares0.00%2025-06-302025-07-25history
IMCG ISHARES TR42 shares0.00%2025-06-302025-07-25history
Sponsored
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KD KYNDRYL HLDGS INC80 shares0.00%2025-06-302025-07-25history
MLCO MELCO RESORTS AND ENTMNT LTD500 shares0.00%2025-06-302025-07-25history
RIVN RIVIAN AUTOMOTIVE INC230 shares2200.00%2025-06-302025-07-25history
TKR TIMKEN CO44 shares0.00%2025-06-302025-07-25history
ULTA ULTA BEAUTY INC7 shares-61.11%2025-06-302025-07-25history
VYMI VANGUARD WHITEHALL FDS43 shares0.00%2025-06-302025-07-25history
BWA BORGWARNER INC64 shares0.00%2025-06-302025-07-25history
Sponsored
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CTVA CORTEVA INC35 shares0.00%2025-06-302025-07-25history
DOW DOW INC94 shares0.00%2025-06-302025-07-25history
ECG EVERUS CONSTR GROUP43 shares0.00%2025-06-302025-07-25history
DGRO ISHARES TR45 shares0.00%2025-06-302025-07-25history
MDU MDU RES GROUP INC175 shares0.00%2025-06-302025-07-25history
ORCL ORACLE CORP10 shares0.00%2025-06-302025-07-25history
TMUS T-MOBILE US INC9 shares28.57%2025-06-302025-07-25history
Sponsored
VOE VANGUARD INDEX FDS15 shares0.00%2025-06-302025-07-25history
VGSH VANGUARD SCOTTSDALE FDS41 shares0.00%2025-06-302025-07-25history
VTRS VIATRIS INC299 shares-23.72%2025-06-302025-07-25history
ZBH ZIMMER BIOMET HOLDINGS INC25 shares0.00%2025-06-302025-07-25history
ACHR ARCHER AVIATION INC100 shares0.00%2025-06-302025-07-25history
T AT&T INC53 shares0.00%2025-06-302025-07-25history
BHF BRIGHTHOUSE FINL INC23 shares0.00%2025-06-302025-07-25history
HBAN HUNTINGTON BANCSHARES INC72 shares0.00%2025-06-302025-07-25history
Sponsored
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PSKY PARAMOUNT GLOBAL137 shares0.00%2025-06-302025-07-25history
BITO PROSHARES TR50 shares0.00%2025-06-302025-07-25history
SPTI SPDR SERIES TRUST59 shares0.00%2025-06-302025-07-25history
VAW VANGUARD WORLD FD9 shares0.00%2025-06-302025-07-25history
ADDENTAX GROUP CORP ADDENTAX GROUP CORP60 sharesnew addition2025-06-302025-07-25history
ABNB AIRBNB INC7 shares0.00%2025-06-302025-07-25history
AVDS AMERICAN CENTY ETF TR10 shares0.00%2025-06-302025-07-25history
Sponsored
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B BARRICK MNG CORP15 sharesnew addition2025-06-302025-07-25history
XYZ BLOCK INC2 shares-98.04%2025-06-302025-07-25history
CC CHEMOURS CO16 shares0.00%2025-06-302025-07-25history
CRWV COREWEAVE INC3 sharesnew addition2025-06-302025-07-25history
DELL DELL TECHNOLOGIES INC8 shares0.00%2025-06-302025-07-25history
DTE DTE ENERGY CO1 shares0.00%2025-06-302025-07-25history
FDHT FIDELITY COVINGTON TRUSTN/A sharesnew addition2025-06-302025-07-25history
Sponsored
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FVRR FIVERR INTL LTD25 shares0.00%2025-06-302025-07-25history
GEHC GE HEALTHCARE TECHNOLOGIES I9 shares0.00%2025-06-302025-07-25history
GMED GLOBUS MED INC15 shares0.00%2025-06-302025-07-25history
GSEU GOLDMAN SACHS ETF TR21 shares0.00%2025-06-302025-07-25history
GSSC GOLDMAN SACHS ETF TR11 shares0.00%2025-06-302025-07-25history
GRAB GRAB HOLDINGS LIMITED60 shares0.00%2025-06-302025-07-25history
BTC GRAYSCALE BITCOIN MINI TR ET14 shares16.67%2025-06-302025-07-25history
Sponsored
VATE INNOVATE CORP100 shares0.00%2025-06-302025-07-25history
INVESCO ACTIVELY MANAGED EXC INVESCO ACTIVELY MANAGED EXC30 shares0.00%2025-06-302025-07-25history
TAN INVESCO EXCH TRADED FD TR IIN/A sharesnew addition2025-06-302025-07-25history
IWO ISHARES TR1 sharesnew addition2025-06-302025-07-25history
JHMM JOHN HANCOCK EXCHANGE TRADED7 sharesnew addition2025-06-302025-07-25history
LCID LUCID GROUP INC5 shares0.00%2025-06-302025-07-25history
MTUS METALLUS INC22 shares0.00%2025-06-302025-07-25history
MSTR MICROSTRATEGY INC1 shares0.00%2025-06-302025-07-25history
Sponsored
OGN ORGANON & CO13 shares0.00%2025-06-302025-07-25history
PCRX PACIRA BIOSCIENCES INC5 shares0.00%2025-06-302025-07-25history
PHIN PHINIA INC12 shares0.00%2025-06-302025-07-25history
SGMO SANGAMO THERAPEUTICS INC35 shares-46.15%2025-06-302025-07-25history
SCHX SCHWAB STRATEGIC TRN/A sharesnew addition2025-06-302025-07-25history
XLF SELECT SECTOR SPDR TR15 shares0.00%2025-06-302025-07-25history
SES SES AI CORPORATION250 shares0.00%2025-06-302025-07-25history
SLE SUPER LEAGUE ENTERPRISE INC37 sharesnew addition2025-06-302025-07-25history
Sponsored
MINN TRUST FOR PROFESSIONAL MANAG40 shares0.00%2025-06-302025-07-25history
UWMC UWM HOLDINGS CORPORATION11 shares0.00%2025-06-302025-07-25history
WBA WALGREENS BOOTS ALLIANCE INC2 shares0.00%2025-06-302025-07-25history
WBD WARNER BROS DISCOVERY INC12 shares0.00%2025-06-302025-07-25history
WDS WOODSIDE ENERGY GROUP LTD25 shares0.00%2025-06-302025-07-25history

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Put Option Holdings
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