The Analysis of Prestige Wealth Management Group LLC's Holdings


Currently, Prestige Wealth Management Group LLC holds 996 types of securities in its portfolio with a total value $518.2M. In the most recent quarter, they have increased their positions in ABBV (+7.6K shares, valued at $1.8M), USHY (+18.7K shares, valued at $706.6K), GE (+1.7K shares, valued at $522.9K); decreased their positions in NVDA (-17.8K shares, valued at $3.3M), DGRW (-17.0K shares, valued at $1.5M), QGRW (-9.0K shares, valued at $514.9K); initiated new positions in PSKY (+12.1K shares, valued at $230.4K), MUJ (+13.6K shares, valued at $158.8K), IEI (+1.0K shares, valued at $119.5K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
DGRW WISDOMTREE TR625.5K shares-2.65%2025-09-302025-11-10history
ICVT ISHARES TR320.2K shares1.13%2025-09-302025-11-10history
BND VANGUARD BD INDEX FDS380.3K shares0.96%2025-09-302025-11-10history
USHY ISHARES TR744.6K shares2.58%2025-09-302025-11-10history
AGGY WISDOMTREE TR634.6K shares1.04%2025-09-302025-11-10history
AAPL APPLE INC104.3K shares-1.08%2025-09-302025-11-10history
QGRW WISDOMTREE TR382.7K shares-2.29%2025-09-302025-11-10history
MSFT MICROSOFT CORP25.2K shares1.03%2025-09-302025-11-10history
Sponsored
XLB SELECT SECTOR SPDR TR144.8K shares-0.45%2025-09-302025-11-10history
XLP SELECT SECTOR SPDR TR161.5K shares2.75%2025-09-302025-11-10history
CL COLGATE PALMOLIVE CO147.2K shares-1.62%2025-09-302025-11-10history
VTV VANGUARD INDEX FDS52.0K shares-2.37%2025-09-302025-11-10history
GOOGL ALPHABET INC38.7K shares5.39%2025-09-302025-11-10history
VUG VANGUARD INDEX FDS18.1K shares-2.60%2025-09-302025-11-10history
XLV SELECT SECTOR SPDR TR59.6K shares-2.08%2025-09-302025-11-10history
MDYV SPDR SERIES TRUST96.7K shares-2.41%2025-09-302025-11-10history
Sponsored
XLC SELECT SECTOR SPDR TR67.1K shares-2.31%2025-09-302025-11-10history
XLK SELECT SECTOR SPDR TR26.7K shares-2.36%2025-09-302025-11-10history
NVDA NVIDIA CORPORATION36.7K shares-32.72%2025-09-302025-11-10history
MDYG SPDR SERIES TRUST69.6K shares-2.60%2025-09-302025-11-10history
MMIT NEW YORK LIFE INVTS ACTIVE E246.2K shares-5.23%2025-09-302025-11-10history
JNJ JOHNSON & JOHNSON27.6K shares3.34%2025-09-302025-11-10history
META META PLATFORMS INC6.9K shares1.09%2025-09-302025-11-10history
JPM JPMORGAN CHASE & CO.14.5K shares1.19%2025-09-302025-11-10history
Sponsored
AMZN AMAZON COM INC20.6K shares-0.71%2025-09-302025-11-10history
FMB FIRST TR EXCH TRADED FD III86.8K shares-5.09%2025-09-302025-11-10history
AVGO BROADCOM INC12.7K shares2.18%2025-09-302025-11-10history
V VISA INC10.5K shares0.64%2025-09-302025-11-10history
IHI ISHARES TR59.7K shares-1.88%2025-09-302025-11-10history
ORCL ORACLE CORP11.4K shares0.72%2025-09-302025-11-10history
SLYG SPDR SERIES TRUST33.9K shares-2.48%2025-09-302025-11-10history
SLYV SPDR SERIES TRUST35.7K shares-2.10%2025-09-302025-11-10history
Sponsored
SKYY FIRST TR EXCHANGE TRADED FD22.9K shares-2.44%2025-09-302025-11-10history
XOM EXXON MOBIL CORP25.5K shares0.92%2025-09-302025-11-10history
ABBV ABBVIE INC12.2K shares165.13%2025-09-302025-11-10history
WMT WALMART INC26.9K shares-0.11%2025-09-302025-11-10history
NFLX NETFLIX INC2.3K shares3.21%2025-09-302025-11-10history
COST COSTCO WHSL CORP NEW2.8K shares0.65%2025-09-302025-11-10history
MRK MERCK & CO INC29.8K shares-0.35%2025-09-302025-11-10history
HD HOME DEPOT INC6.1K shares2.43%2025-09-302025-11-10history
Sponsored
SCHB SCHWAB STRATEGIC TR95.3K shares-0.04%2025-09-302025-11-10history
BAC BANK AMERICA CORP46.8K shares1.92%2025-09-302025-11-10history
TSLA TESLA INC4.9K shares5.25%2025-09-302025-11-10history
BRK.B BERKSHIRE HATHAWAY INC DEL4.1K shares0.00%2025-09-302025-11-10history
SCHG SCHWAB STRATEGIC TR61.1K shares-3.39%2025-09-302025-11-10history
ADP AUTOMATIC DATA PROCESSING IN5.9K shares0.32%2025-09-302025-11-10history
LLY ELI LILLY & CO2.1K shares1.22%2025-09-302025-11-10history
PLD PROLOGIS INC.13.7K shares2.90%2025-09-302025-11-10history
Sponsored
WELL WELLTOWER INC8.7K shares4.18%2025-09-302025-11-10history
MA MASTERCARD INCORPORATED2.6K shares0.61%2025-09-302025-11-10history
VTEB VANGUARD MUN BD FDS28.5K shares18.22%2025-09-302025-11-10history
PEG PUBLIC SVC ENTERPRISE GRP IN16.9K shares0.03%2025-09-302025-11-10history
PG PROCTER AND GAMBLE CO8.9K shares0.33%2025-09-302025-11-10history
GS GOLDMAN SACHS GROUP INC1.7K shares1.02%2025-09-302025-11-10history
AMT AMERICAN TOWER CORP NEW6.7K shares3.19%2025-09-302025-11-10history
CAT CATERPILLAR INC2.6K shares0.43%2025-09-302025-11-10history
Sponsored
MUNI PIMCO ETF TR22.7K shares1.30%2025-09-302025-11-10history
VRT VERTIV HOLDINGS CO7.8K shares1.62%2025-09-302025-11-10history
EQIX EQUINIX INC1.4K shares4.09%2025-09-302025-11-10history
MGK VANGUARD WORLD FD2.6K shares0.00%2025-09-302025-11-10history
DFUS DIMENSIONAL ETF TRUST14.1K shares0.00%2025-09-302025-11-10history
T AT&T INC35.6K shares2.97%2025-09-302025-11-10history
VZ VERIZON COMMUNICATIONS INC21.2K shares4.14%2025-09-302025-11-10history
UNH UNITEDHEALTH GROUP INC2.7K shares-13.48%2025-09-302025-11-10history
Sponsored
ETN EATON CORP PLC2.4K shares2.16%2025-09-302025-11-10history
MCD MCDONALDS CORP2.9K shares1.98%2025-09-302025-11-10history
WBD WARNER BROS DISCOVERY INC45.4K shares-17.62%2025-09-302025-11-10history
LIN LINDE PLC1.8K shares0.67%2025-09-302025-11-10history
LMT LOCKHEED MARTIN CORP1.7K shares0.72%2025-09-302025-11-10history
SPG SIMON PPTY GROUP INC NEW4.4K shares3.11%2025-09-302025-11-10history
O REALTY INCOME CORP13.4K shares5.58%2025-09-302025-11-10history
EA ELECTRONIC ARTS INC4.0K shares3.48%2025-09-302025-11-10history
Sponsored
BMY BRISTOL-MYERS SQUIBB CO17.7K shares-0.35%2025-09-302025-11-10history
DLR DIGITAL RLTY TR INC4.6K shares3.21%2025-09-302025-11-10history
OKLO OKLO INC7.1K shares1.45%2025-09-302025-11-10history
CSCO CISCO SYS INC11.4K shares0.89%2025-09-302025-11-10history
HON HONEYWELL INTL INC3.7K shares1.07%2025-09-302025-11-10history
DIS DISNEY WALT CO6.7K shares-10.02%2025-09-302025-11-10history
NEE NEXTERA ENERGY INC10.0K shares2.56%2025-09-302025-11-10history
UNP UNION PAC CORP3.2K shares1.43%2025-09-302025-11-10history
Sponsored
KO COCA COLA CO11.0K shares0.37%2025-09-302025-11-10history
CMCSA COMCAST CORP NEW23.3K shares3.82%2025-09-302025-11-10history
TSM TAIWAN SEMICONDUCTOR MFG LTD2.6K shares5.38%2025-09-302025-11-10history
TMUS T-MOBILE US INC2.9K shares17.83%2025-09-302025-11-10history
PSA PUBLIC STORAGE OPER CO2.3K shares3.08%2025-09-302025-11-10history
CBRE CBRE GROUP INC4.2K shares2.26%2025-09-302025-11-10history
MCK MCKESSON CORP856 shares-2.95%2025-09-302025-11-10history
TTWO TAKE-TWO INTERACTIVE SOFTWAR2.5K shares-7.71%2025-09-302025-11-10history
Sponsored
CCI CROWN CASTLE INC6.5K shares3.49%2025-09-302025-11-10history
QCOM QUALCOMM INC3.7K shares0.90%2025-09-302025-11-10history
CEG CONSTELLATION ENERGY CORP1.9K shares0.43%2025-09-302025-11-10history
AMAT APPLIED MATLS INC2.9K shares0.58%2025-09-302025-11-10history
PEP PEPSICO INC4.3K shares1.24%2025-09-302025-11-10history
USFR WISDOMTREE TR11.8K shares-9.97%2025-09-302025-11-10history
VIG VANGUARD SPECIALIZED FUNDS2.7K shares-0.30%2025-09-302025-11-10history
IWP ISHARES TR4.1K shares-2.42%2025-09-302025-11-10history
Sponsored
ABT ABBOTT LABS4.3K shares0.28%2025-09-302025-11-10history
NOW SERVICENOW INC609 shares87.96%2025-09-302025-11-10history
XLF SELECT SECTOR SPDR TR10.4K shares-0.82%2025-09-302025-11-10history
GE GE AEROSPACE1.9K shares1458.82%2025-09-302025-11-10history
AXP AMERICAN EXPRESS CO1.7K shares144.43%2025-09-302025-11-10history
MS MORGAN STANLEY3.5K shares1.00%2025-09-302025-11-10history
UBER UBER TECHNOLOGIES INC5.2K shares12.93%2025-09-302025-11-10history
CSGP COSTAR GROUP INC6.0K shares4.49%2025-09-302025-11-10history
Sponsored
BLK BLACKROCK INC432 shares1.17%2025-09-302025-11-10history
LYV LIVE NATION ENTERTAINMENT IN3.1K shares-28.44%2025-09-302025-11-10history
VOO VANGUARD INDEX FDS808 shares0.12%2025-09-302025-11-10history
INTU INTUIT725 shares3.42%2025-09-302025-11-10history
VICI VICI PPTYS INC14.9K shares4.02%2025-09-302025-11-10history
VTR VENTAS INC6.7K shares5.16%2025-09-302025-11-10history
MDT MEDTRONIC PLC4.7K shares5.37%2025-09-302025-11-10history
SPGI S&P GLOBAL INC920 shares0.88%2025-09-302025-11-10history
Sponsored
ULST SSGA ACTIVE ETF TR10.9K shares1.13%2025-09-302025-11-10history
IRM IRON MTN INC DEL4.3K shares3.98%2025-09-302025-11-10history
EXR EXTRA SPACE STORAGE INC3.1K shares2.89%2025-09-302025-11-10history
LOW LOWES COS INC1.8K shares-1.30%2025-09-302025-11-10history
PSN PARSONS CORP DEL5.1K shares0.00%2025-09-302025-11-10history
STLD STEEL DYNAMICS INC3.0K shares1.86%2025-09-302025-11-10history
CHTR CHARTER COMMUNICATIONS INC N1.5K shares-2.80%2025-09-302025-11-10history
ACN ACCENTURE PLC IRELAND1.7K shares1.50%2025-09-302025-11-10history
Sponsored
WM WASTE MGMT INC DEL1.9K shares3.93%2025-09-302025-11-10history
KLAC KLA CORP383 shares-0.52%2025-09-302025-11-10history
AVB AVALONBAY CMNTYS INC2.1K shares1.93%2025-09-302025-11-10history
AMGN AMGEN INC1.5K shares6.44%2025-09-302025-11-10history
FOXA FOX CORP6.5K shares7.43%2025-09-302025-11-10history
APH AMPHENOL CORP NEW3.3K shares1.15%2025-09-302025-11-10history
BR BROADRIDGE FINL SOLUTIONS IN1.7K shares0.00%2025-09-302025-11-10history
MGV VANGUARD WORLD FD2.8K shares0.00%2025-09-302025-11-10history
Sponsored
IWF ISHARES TR827 shares-2.36%2025-09-302025-11-10history
VTI VANGUARD INDEX FDS1.1K shares0.27%2025-09-302025-11-10history
THC TENET HEALTHCARE CORP1.8K shares1.52%2025-09-302025-11-10history
CB CHUBB LIMITED1.2K shares0.24%2025-09-302025-11-10history
SCHM SCHWAB STRATEGIC TR11.7K shares0.00%2025-09-302025-11-10history
VOX VANGUARD WORLD FD1.8K shares-0.05%2025-09-302025-11-10history
ADI ANALOG DEVICES INC1.4K shares1.08%2025-09-302025-11-10history
SCHV SCHWAB STRATEGIC TR11.5K shares0.00%2025-09-302025-11-10history
Sponsored
SBAC SBA COMMUNICATIONS CORP NEW1.7K shares3.63%2025-09-302025-11-10history
TXN TEXAS INSTRS INC1.8K shares-0.39%2025-09-302025-11-10history
SHW SHERWIN WILLIAMS CO942 shares1.84%2025-09-302025-11-10history
SYK STRYKER CORPORATION880 shares0.69%2025-09-302025-11-10history
OMC OMNICOM GROUP INC3.9K shares-28.61%2025-09-302025-11-10history
RTX RTX CORPORATION1.9K shares-9.13%2025-09-302025-11-10history
EQR EQUITY RESIDENTIAL4.8K shares2.71%2025-09-302025-11-10history
GOOG ALPHABET INC1.3K shares0.00%2025-09-302025-11-10history
Sponsored
DASH DOORDASH INC1.1K shares5878.95%2025-09-302025-11-10history
MMC MARSH & MCLENNAN COS INC1.5K shares1.14%2025-09-302025-11-10history
SBUX STARBUCKS CORP3.5K shares1.55%2025-09-302025-11-10history
CME CME GROUP INC1.1K shares0.82%2025-09-302025-11-10history
MO ALTRIA GROUP INC4.4K shares3.69%2025-09-302025-11-10history
BIV VANGUARD BD INDEX FDS3.8K shares38.35%2025-09-302025-11-10history
WY WEYERHAEUSER CO MTN BE11.2K shares13.82%2025-09-302025-11-10history
TKO TKO GROUP HOLDINGS INC1.4K shares-26.95%2025-09-302025-11-10history
Sponsored
APD AIR PRODS & CHEMS INC1.0K shares-39.30%2025-09-302025-11-10history
DHR DANAHER CORPORATION1.4K shares1.03%2025-09-302025-11-10history
ICE INTERCONTINENTAL EXCHANGE IN1.6K shares1.64%2025-09-302025-11-10history
ALL ALLSTATE CORP1.3K shares0.56%2025-09-302025-11-10history
ABNB AIRBNB INC2.2K shares8350.00%2025-09-302025-11-10history
ACM AECOM1.9K shares2058.43%2025-09-302025-11-10history
CVX CHEVRON CORP NEW1.6K shares118.53%2025-09-302025-11-10history
PSKY PARAMOUNT SKYDANCE CORP12.1K sharesnew addition2025-09-302025-11-10history
Sponsored
URI UNITED RENTALS INC240 shares0.00%2025-09-302025-11-10history
INVH INVITATION HOMES INC7.8K shares-0.46%2025-09-302025-11-10history
IWB ISHARES TR625 shares0.00%2025-09-302025-11-10history
MDLZ MONDELEZ INTL INC3.6K shares1.46%2025-09-302025-11-10history
NWSA NEWS CORP NEW7.4K shares-28.57%2025-09-302025-11-10history
ETR ENTERGY CORP NEW2.4K shares1.04%2025-09-302025-11-10history
SPBO SPDR SERIES TRUST7.3K shares0.00%2025-09-302025-11-10history
TEM TEMPUS AI INC2.6K shares0.00%2025-09-302025-11-10history
Sponsored
SPY SPDR S&P 500 ETF TR308 shares9.61%2025-09-302025-11-10history
BA BOEING CO944 shares0.21%2025-09-302025-11-10history
SPTM SPDR SERIES TRUST2.5K shares0.00%2025-09-302025-11-10history
ELV ELEVANCE HEALTH INC FORMERLY620 shares-0.32%2025-09-302025-11-10history
BK BANK NEW YORK MELLON CORP1.8K shares-0.70%2025-09-302025-11-10history
IPG INTERPUBLIC GROUP COS INC7.2K shares-29.74%2025-09-302025-11-10history
PFE PFIZER INC7.8K shares-1.05%2025-09-302025-11-10history
XLRE SELECT SECTOR SPDR TR4.5K shares17.68%2025-09-302025-11-10history
Sponsored
C CITIGROUP INC1.8K shares0.00%2025-09-302025-11-10history
NOC NORTHROP GRUMMAN CORP291 shares0.00%2025-09-302025-11-10history
SCHZ SCHWAB STRATEGIC TR7.3K shares-2.76%2025-09-302025-11-10history
MTCH MATCH GROUP INC NEW4.8K shares-31.18%2025-09-302025-11-10history
HCA HCA HEALTHCARE INC398 shares0.00%2025-09-302025-11-10history
RF REGIONS FINANCIAL CORP NEW6.3K shares0.00%2025-09-302025-11-10history
MBB ISHARES TR1.8K shares0.00%2025-09-302025-11-10history
XTL SPDR SERIES TRUST1.1K shares-2.31%2025-09-302025-11-10history
Sponsored
MUJ BLACKROCK MUNIHLDGS NJ QLTY13.6K sharesnew addition2025-09-302025-11-10history
NFG NATIONAL FUEL GAS CO1.7K shares0.00%2025-09-302025-11-10history
TRV TRAVELERS COMPANIES INC555 shares-0.54%2025-09-302025-11-10history
IWV ISHARES TR404 shares0.25%2025-09-302025-11-10history
MINT PIMCO ETF TR1.5K shares0.00%2025-09-302025-11-10history
IWS ISHARES TR1.1K shares0.00%2025-09-302025-11-10history
WISDOMTREE TR WISDOMTREE TR3.0K shares0.00%2025-09-302025-11-10history
TOTL SSGA ACTIVE ETF TR3.7K shares0.00%2025-09-302025-11-10history
Sponsored
MAR MARRIOTT INTL INC NEW549 shares0.00%2025-09-302025-11-10history
CI THE CIGNA GROUP483 shares-1.63%2025-09-302025-11-10history
AHR AMERICAN HEALTHCARE REIT INC3.3K shares0.00%2025-09-302025-11-10history
IBM INTERNATIONAL BUSINESS MACHS487 shares0.00%2025-09-302025-11-10history
QQQ INVESCO QQQ TR225 shares-6.64%2025-09-302025-11-10history
WFC WELLS FARGO CO NEW1.6K shares0.00%2025-09-302025-11-10history
SPYG SPDR SERIES TRUST1.3K shares0.00%2025-09-302025-11-10history
GILD GILEAD SCIENCES INC1.1K shares2.14%2025-09-302025-11-10history
Sponsored
PRU PRUDENTIAL FINL INC1.2K shares11.51%2025-09-302025-11-10history
CVS CVS HEALTH CORP1.7K shares0.00%2025-09-302025-11-10history
CDW CDW CORP762 shares0.00%2025-09-302025-11-10history
IEI ISHARES TR1.0K sharesnew addition2025-09-302025-11-10history
WEC WEC ENERGY GROUP INC977 shares0.21%2025-09-302025-11-10history
AMD ADVANCED MICRO DEVICES INC650 shares0.31%2025-09-302025-11-10history
SCHD SCHWAB STRATEGIC TR3.8K shares0.00%2025-09-302025-11-10history
TXT TEXTRON INC1.2K shares0.00%2025-09-302025-11-10history
Sponsored
TJX TJX COS INC NEW700 shares2.04%2025-09-302025-11-10history
RCL ROYAL CARIBBEAN GROUP310 shares0.00%2025-09-302025-11-10history
GM GENERAL MTRS CO1.6K shares0.00%2025-09-302025-11-10history
PLTR PALANTIR TECHNOLOGIES INC532 shares-0.19%2025-09-302025-11-10history
MSI MOTOROLA SOLUTIONS INC210 shares0.00%2025-09-302025-11-10history
IEF ISHARES TR993 shares0.00%2025-09-302025-11-10history
MKL MARKEL GROUP INC50 shares0.00%2025-09-302025-11-10history
XLY SELECT SECTOR SPDR TR396 shares0.00%2025-09-302025-11-10history
Sponsored
AIG AMERICAN INTL GROUP INC1.2K shares0.00%2025-09-302025-11-10history
PGR PROGRESSIVE CORP382 shares0.00%2025-09-302025-11-10history
NXPI NXP SEMICONDUCTORS N V407 shares0.74%2025-09-302025-11-10history
SUSA ISHARES TR686 shares0.00%2025-09-302025-11-10history
SRE SEMPRA1.0K shares0.00%2025-09-302025-11-10history
PNW PINNACLE WEST CAP CORP1.0K shares0.00%2025-09-302025-11-10history
XYL XYLEM INC600 shares0.00%2025-09-302025-11-10history
COP CONOCOPHILLIPS917 shares0.66%2025-09-302025-11-10history
Sponsored
ALNY ALNYLAM PHARMACEUTICALS INC184 shares0.00%2025-09-302025-11-10history
PNC PNC FINL SVCS GROUP INC417 shares0.00%2025-09-302025-11-10history
VLO VALERO ENERGY CORP489 shares0.00%2025-09-302025-11-10history
AXON AXON ENTERPRISE INC116 shares0.00%2025-09-302025-11-10history
MYI BLACKROCK MUNIYIELD QUALITY7.5K sharesnew addition2025-09-302025-11-10history
HIG HARTFORD INSURANCE GROUP INC600 shares0.00%2025-09-302025-11-10history
EMR EMERSON ELEC CO598 shares3.10%2025-09-302025-11-10history
TXRH TEXAS ROADHOUSE INC447 shares0.00%2025-09-302025-11-10history
Sponsored
EXC EXELON CORP1.6K shares0.00%2025-09-302025-11-10history
DELL DELL TECHNOLOGIES INC504 shares0.00%2025-09-302025-11-10history
KMB KIMBERLY-CLARK CORP547 shares-0.91%2025-09-302025-11-10history
MELI MERCADOLIBRE INC28 shares0.00%2025-09-302025-11-10history
NSC NORFOLK SOUTHN CORP217 shares-2.69%2025-09-302025-11-10history
CRM SALESFORCE INC273 shares-6.51%2025-09-302025-11-10history
DXJ WISDOMTREE TR500 shares0.00%2025-09-302025-11-10history
RL RALPH LAUREN CORP200 shares0.00%2025-09-302025-11-10history
Sponsored
CLOU GLOBAL X FDS2.7K shares-0.04%2025-09-302025-11-10history
FIS FIDELITY NATL INFORMATION SV941 shares0.00%2025-09-302025-11-10history
RSG REPUBLIC SVCS INC263 shares0.00%2025-09-302025-11-10history
CCL CARNIVAL CORP2.1K shares0.00%2025-09-302025-11-10history
MU MICRON TECHNOLOGY INC358 shares5.92%2025-09-302025-11-10history
SMCI SUPER MICRO COMPUTER INC1.2K shares-44.46%2025-09-302025-11-10history
BN BROOKFIELD CORP865 shares0.00%2025-09-302025-11-10history
TMO THERMO FISHER SCIENTIFIC INC120 shares-11.11%2025-09-302025-11-10history
Sponsored
UL UNILEVER PLC950 shares0.00%2025-09-302025-11-10history
IP INTERNATIONAL PAPER CO1.2K shares-1.55%2025-09-302025-11-10history
ITT ITT INC312 shares0.00%2025-09-302025-11-10history
SCHX SCHWAB STRATEGIC TR2.1K shares0.00%2025-09-302025-11-10history
NVS NOVARTIS AG425 shares0.00%2025-09-302025-11-10history
PPL PPL CORP1.5K shares221.73%2025-09-302025-11-10history
NVG NUVEEN AMT FREE MUN CR INC F4.4K sharesnew addition2025-09-302025-11-10history
ED CONSOLIDATED EDISON INC537 shares0.00%2025-09-302025-11-10history
Sponsored
ARKK ARK ETF TR625 shares0.00%2025-09-302025-11-10history
KHC KRAFT HEINZ CO2.1K shares5.44%2025-09-302025-11-10history
MMM 3M CO341 shares-16.01%2025-09-302025-11-10history
NKE NIKE INC746 shares0.81%2025-09-302025-11-10history
ROK ROCKWELL AUTOMATION INC148 shares0.00%2025-09-302025-11-10history
XEL XCEL ENERGY INC631 shares0.00%2025-09-302025-11-10history
APRW AIM ETF PRODUCTS TRUST1.4K shares0.00%2025-09-302025-11-10history
BSX BOSTON SCIENTIFIC CORP500 shares2.88%2025-09-302025-11-10history
Sponsored
PSX PHILLIPS 66358 shares0.00%2025-09-302025-11-10history
BKNG BOOKING HOLDINGS INC9 shares0.00%2025-09-302025-11-10history
ADBE ADOBE INC137 shares3.01%2025-09-302025-11-10history
PM PHILIP MORRIS INTL INC293 shares0.00%2025-09-302025-11-10history
DIA SPDR DOW JONES INDL AVERAGE102 shares0.00%2025-09-302025-11-10history
JCI JOHNSON CTLS INTL PLC420 shares0.00%2025-09-302025-11-10history
ITA ISHARES TR220 shares0.00%2025-09-302025-11-10history
PHG KONINKLIJKE PHILIPS N V1.7K shares0.00%2025-09-302025-11-10history
Sponsored
PECO PHILLIPS EDISON & CO INC1.3K shares0.00%2025-09-302025-11-10history
REGN REGENERON PHARMACEUTICALS81 shares-6.90%2025-09-302025-11-10history
TTE TOTALENERGIES SE750 shares0.00%2025-09-302025-11-10history
TGT TARGET CORP493 shares12.30%2025-09-302025-11-10history
JCPB J P MORGAN EXCHANGE TRADED F920 shares0.00%2025-09-302025-11-10history
MPC MARATHON PETE CORP226 shares-1.74%2025-09-302025-11-10history
IBIT ISHARES BITCOIN TRUST ETF649 sharesnew addition2025-09-302025-11-10history
JHS HANCOCK JOHN INCOME SECS TR3.6K sharesnew addition2025-09-302025-11-10history
Sponsored
GD GENERAL DYNAMICS CORP123 shares0.00%2025-09-302025-11-10history
CCJ CAMECO CORP500 shares-13.04%2025-09-302025-11-10history
AJG GALLAGHER ARTHUR J & CO135 shares0.00%2025-09-302025-11-10history
DG DOLLAR GEN CORP NEW403 shares0.00%2025-09-302025-11-10history
ZTS ZOETIS INC284 shares-1.05%2025-09-302025-11-10history
AON AON PLC116 shares0.00%2025-09-302025-11-10history
MAIN MAIN STR CAP CORP650 shares0.00%2025-09-302025-11-10history
IWD ISHARES TR201 shares0.00%2025-09-302025-11-10history
Sponsored
ORLY OREILLY AUTOMOTIVE INC375 shares0.00%2025-09-302025-11-10history
SNY SANOFI SA850 shares0.00%2025-09-302025-11-10history
INTC INTEL CORP1.2K shares-4.10%2025-09-302025-11-10history
CHCO CITY HLDG CO314 shares0.00%2025-09-302025-11-10history
KR KROGER CO576 shares0.35%2025-09-302025-11-10history
LHX L3HARRIS TECHNOLOGIES INC127 shares0.00%2025-09-302025-11-10history
PYPL PAYPAL HLDGS INC576 shares0.00%2025-09-302025-11-10history
CARR CARRIER GLOBAL CORPORATION647 shares0.00%2025-09-302025-11-10history
Sponsored
CDNS CADENCE DESIGN SYSTEM INC109 shares2.83%2025-09-302025-11-10history
ASML ASML HOLDING N V39 shares0.00%2025-09-302025-11-10history
NRG NRG ENERGY INC228 shares0.00%2025-09-302025-11-10history
ISRG INTUITIVE SURGICAL INC82 shares9.33%2025-09-302025-11-10history
FITE SPDR SERIES TRUST420 shares0.00%2025-09-302025-11-10history
PCAR PACCAR INC365 shares0.00%2025-09-302025-11-10history
GEV GE VERNOVA INC57 shares29.55%2025-09-302025-11-10history
MTDR MATADOR RES CO766 shares0.00%2025-09-302025-11-10history
Sponsored
ATI ATI INC420 sharesnew addition2025-09-302025-11-10history
ULTA ULTA BEAUTY INC62 shares0.00%2025-09-302025-11-10history
CRWD CROWDSTRIKE HLDGS INC69 shares4.55%2025-09-302025-11-10history
SPYM SPDR SERIES TRUST429 shares0.00%2025-09-302025-11-10history
LRCX LAM RESEARCH CORP250 shares0.00%2025-09-302025-11-10history
DE DEERE & CO73 shares0.00%2025-09-302025-11-10history
RACE FERRARI N V69 shares0.00%2025-09-302025-11-10history
HPQ HP INC1.2K shares-10.37%2025-09-302025-11-10history
Sponsored
ENVA ENOVA INTL INC289 shares-2.36%2025-09-302025-11-10history
COR CENCORA INC106 shares-1.85%2025-09-302025-11-10history
ITW ILLINOIS TOOL WKS INC122 shares0.00%2025-09-302025-11-10history
OXY OCCIDENTAL PETE CORP654 shares0.00%2025-09-302025-11-10history
ZS ZSCALER INC102 shares0.00%2025-09-302025-11-10history
CVLG COVENANT LOGISTICS GROUP INC1.4K shares0.00%2025-09-302025-11-10history
VRTX VERTEX PHARMACEUTICALS INC77 shares0.00%2025-09-302025-11-10history
AZO AUTOZONE INC7 shares0.00%2025-09-302025-11-10history
Sponsored
WTAI WISDOMTREE TR1.1K shares0.00%2025-09-302025-11-10history
TEL TE CONNECTIVITY PLC136 shares0.00%2025-09-302025-11-10history
DUK DUKE ENERGY CORP NEW238 shares0.42%2025-09-302025-11-10history
OTIS OTIS WORLDWIDE CORP322 shares0.00%2025-09-302025-11-10history
FPX FIRST TR EXCHANGE-TRADED FD177 shares0.00%2025-09-302025-11-10history
WDC WESTERN DIGITAL CORP241 shares0.00%2025-09-302025-11-10history
CTVA CORTEVA INC420 shares0.00%2025-09-302025-11-10history
SAMG SILVERCREST ASSET MGMT GROUP1.8K shares0.00%2025-09-302025-11-10history
Sponsored
VOE VANGUARD INDEX FDS160 shares0.00%2025-09-302025-11-10history
MTB M & T BK CORP138 shares-15.34%2025-09-302025-11-10history
HR HEALTHCARE RLTY TR1.5K shares0.00%2025-09-302025-11-10history
WRB BERKLEY W R CORP341 shares0.00%2025-09-302025-11-10history
FDX FEDEX CORP109 shares0.00%2025-09-302025-11-10history
EW EDWARDS LIFESCIENCES CORP331 shares0.00%2025-09-302025-11-10history
SLV ISHARES SILVER TR600 shares0.00%2025-09-302025-11-10history
F FORD MTR CO2.0K shares13.28%2025-09-302025-11-10history
Sponsored
SO SOUTHERN CO256 shares-0.39%2025-09-302025-11-10history
DAL DELTA AIR LINES INC DEL426 shares0.00%2025-09-302025-11-10history
STZ CONSTELLATION BRANDS INC178 shares0.00%2025-09-302025-11-10history
XBI SPDR SERIES TRUST236 shares0.00%2025-09-302025-11-10history
FI FISERV INC182 shares0.00%2025-09-302025-11-10history
SAP SAP SE87 shares0.00%2025-09-302025-11-10history
IBB ISHARES TR159 shares0.00%2025-09-302025-11-10history
PAYX PAYCHEX INC181 shares-22.98%2025-09-302025-11-10history
Sponsored
DD DUPONT DE NEMOURS INC294 shares0.00%2025-09-302025-11-10history
CINF CINCINNATI FINL CORP144 shares0.00%2025-09-302025-11-10history
PH PARKER-HANNIFIN CORP30 shares0.00%2025-09-302025-11-10history
EME EMCOR GROUP INC35 shares0.00%2025-09-302025-11-10history
OGN ORGANON & CO2.1K shares-2.23%2025-09-302025-11-10history
AME AMETEK INC118 shares0.00%2025-09-302025-11-10history
ROP ROPER TECHNOLOGIES INC44 shares0.00%2025-09-302025-11-10history
XHE SPDR SERIES TRUST278 shares0.00%2025-09-302025-11-10history
Sponsored
VOT VANGUARD INDEX FDS74 shares-1.33%2025-09-302025-11-10history
LNG CHENIERE ENERGY INC92 shares12.20%2025-09-302025-11-10history
TFC TRUIST FINL CORP468 shares-18.47%2025-09-302025-11-10history
AEE AMEREN CORP203 shares0.00%2025-09-302025-11-10history
TT TRANE TECHNOLOGIES PLC50 shares0.00%2025-09-302025-11-10history
NVO NOVO-NORDISK A S379 shares0.00%2025-09-302025-11-10history
AEP AMERICAN ELEC PWR CO INC184 shares0.00%2025-09-302025-11-10history
YUM YUM BRANDS INC136 shares0.00%2025-09-302025-11-10history
Sponsored
AVY AVERY DENNISON CORP126 shares0.00%2025-09-302025-11-10history
GLW CORNING INC241 shares0.00%2025-09-302025-11-10history
TD TORONTO DOMINION BK ONT244 shares0.00%2025-09-302025-11-10history
BIDU BAIDU INC148 shares0.00%2025-09-302025-11-10history
ROST ROSS STORES INC127 shares0.00%2025-09-302025-11-10history
RJF RAYMOND JAMES FINL INC111 shares0.00%2025-09-302025-11-10history
HPE HEWLETT PACKARD ENTERPRISE C771 shares-14.99%2025-09-302025-11-10history
BAM BROOKFIELD ASSET MANAGMT LTD331 shares0.00%2025-09-302025-11-10history
Sponsored
SIG SIGNET JEWELERS LIMITED193 shares0.00%2025-09-302025-11-10history
BUD ANHEUSER BUSCH INBEV SA/NV302 shares0.00%2025-09-302025-11-10history
NEM NEWMONT CORP213 shares0.00%2025-09-302025-11-10history
VKQ INVESCO MUNICIPAL TRUST1.8K shares0.00%2025-09-302025-11-10history
ON ON SEMICONDUCTOR CORP357 shares0.00%2025-09-302025-11-10history
WMB WILLIAMS COS INC272 shares0.00%2025-09-302025-11-10history
WCN WASTE CONNECTIONS INC97 shares0.00%2025-09-302025-11-10history
K KELLANOVA207 shares0.00%2025-09-302025-11-10history
Sponsored
COHR COHERENT CORP157 shares0.00%2025-09-302025-11-10history
PCH POTLATCHDELTIC CORPORATION414 shares0.00%2025-09-302025-11-10history
SONY SONY GROUP CORP575 shares0.00%2025-09-302025-11-10history
COF CAPITAL ONE FINL CORP77 shares42.59%2025-09-302025-11-10history
USMV ISHARES TR172 shares0.00%2025-09-302025-11-10history
AKAM AKAMAI TECHNOLOGIES INC210 shares-3.67%2025-09-302025-11-10history
AMP AMERIPRISE FINL INC32 shares0.00%2025-09-302025-11-10history
WAT WATERS CORP52 shares0.00%2025-09-302025-11-10history
Sponsored
REZI RESIDEO TECHNOLOGIES INC360 shares0.00%2025-09-302025-11-10history
NUE NUCOR CORP114 shares-0.87%2025-09-302025-11-10history
FTNT FORTINET INC182 shares3.41%2025-09-302025-11-10history
FAST FASTENAL CO306 shares0.00%2025-09-302025-11-10history
UMAC UNUSUAL MACHS INC979 sharesnew addition2025-09-302025-11-10history
SCHW SCHWAB CHARLES CORP153 shares0.00%2025-09-302025-11-10history
HSY HERSHEY CO78 shares0.00%2025-09-302025-11-10history
OHI OMEGA HEALTHCARE INVS INC344 shares0.00%2025-09-302025-11-10history
Sponsored
HUM HUMANA INC55 shares-20.29%2025-09-302025-11-10history
SHEL SHELL PLC200 shares0.00%2025-09-302025-11-10history
SNOW SNOWFLAKE INC63 shares-19.23%2025-09-302025-11-10history
CSL CARLISLE COS INC43 shares0.00%2025-09-302025-11-10history
GPC GENUINE PARTS CO100 shares0.00%2025-09-302025-11-10history
MRVL MARVELL TECHNOLOGY INC166 shares0.00%2025-09-302025-11-10history
LITE LUMENTUM HLDGS INC85 shares0.00%2025-09-302025-11-10history
LH LABCORP HOLDINGS INC48 shares0.00%2025-09-302025-11-10history
Sponsored
ECL ECOLAB INC50 shares0.00%2025-09-302025-11-10history
PANW PALO ALTO NETWORKS INC67 shares11.67%2025-09-302025-11-10history
FCX FREEPORT-MCMORAN INC347 shares0.00%2025-09-302025-11-10history
AZN ASTRAZENECA PLC176 shares0.00%2025-09-302025-11-10history
VRSN VERISIGN INC48 shares0.00%2025-09-302025-11-10history
CHD CHURCH & DWIGHT CO INC153 shares-1.29%2025-09-302025-11-10history
TER TERADYNE INC96 shares0.00%2025-09-302025-11-10history
CSX CSX CORP371 shares0.00%2025-09-302025-11-10history
Sponsored
D DOMINION ENERGY INC214 shares0.00%2025-09-302025-11-10history
HII HUNTINGTON INGALLS INDS INC45 shares0.00%2025-09-302025-11-10history
APP APPLOVIN CORP18 shares-25.00%2025-09-302025-11-10history
KMI KINDER MORGAN INC DEL441 shares-1.12%2025-09-302025-11-10history
GNRC GENERAC HLDGS INC74 shares0.00%2025-09-302025-11-10history
TSN TYSON FOODS INC227 shares-29.72%2025-09-302025-11-10history
EBAY EBAY INC.135 shares0.00%2025-09-302025-11-10history
CAH CARDINAL HEALTH INC78 shares0.00%2025-09-302025-11-10history
Sponsored
USB US BANCORP DEL250 shares0.00%2025-09-302025-11-10history
MLM MARTIN MARIETTA MATLS INC19 shares0.00%2025-09-302025-11-10history
CW CURTISS WRIGHT CORP22 shares0.00%2025-09-302025-11-10history
WWD WOODWARD INC47 shares0.00%2025-09-302025-11-10history
SLG SL GREEN RLTY CORP198 shares0.00%2025-09-302025-11-10history
ADSK AUTODESK INC37 shares0.00%2025-09-302025-11-10history
BIP BROOKFIELD INFRAST PARTNERS355 shares0.00%2025-09-302025-11-10history
MP MP MATERIALS CORP174 shares0.00%2025-09-302025-11-10history
Sponsored
TM TOYOTA MOTOR CORP61 shares0.00%2025-09-302025-11-10history
KEYS KEYSIGHT TECHNOLOGIES INC66 shares0.00%2025-09-302025-11-10history
CTSH COGNIZANT TECHNOLOGY SOLUTIO171 shares-7.57%2025-09-302025-11-10history
FOX FOX CORP198 shares0.00%2025-09-302025-11-10history
UPS UNITED PARCEL SERVICE INC135 shares-12.34%2025-09-302025-11-10history
INCY INCYTE CORP132 shares0.00%2025-09-302025-11-10history
AA ALCOA CORP334 shares0.00%2025-09-302025-11-10history
LW LAMB WESTON HLDGS INC189 shares-7.35%2025-09-302025-11-10history
Sponsored
PFS PROVIDENT FINL SVCS INC569 shares0.00%2025-09-302025-11-10history
GPK GRAPHIC PACKAGING HLDG CO549 shares0.00%2025-09-302025-11-10history
WGS GENEDX HOLDINGS CORP100 shares0.00%2025-09-302025-11-10history
CQP CHENIERE ENERGY PARTNERS LP200 shares0.00%2025-09-302025-11-10history
SNA SNAP ON INC31 shares0.00%2025-09-302025-11-10history
DGX QUEST DIAGNOSTICS INC56 shares0.00%2025-09-302025-11-10history
RSP INVESCO EXCHANGE TRADED FD T56 shares0.00%2025-09-302025-11-10history
RGA REINSURANCE GRP OF AMERICA I55 shares0.00%2025-09-302025-11-10history
Sponsored
SLM SLM CORP381 shares0.00%2025-09-302025-11-10history
TECK TECK RESOURCES LTD240 shares0.00%2025-09-302025-11-10history
DHI D R HORTON INC62 shares24.00%2025-09-302025-11-10history
GWW GRAINGER W W INC11 shares0.00%2025-09-302025-11-10history
MET METLIFE INC127 shares0.00%2025-09-302025-11-10history
FICO FAIR ISAAC CORP7 shares0.00%2025-09-302025-11-10history
GIS GENERAL MLS INC207 shares24.70%2025-09-302025-11-10history
UHS UNIVERSAL HLTH SVCS INC51 shares0.00%2025-09-302025-11-10history
Sponsored
AFL AFLAC INC93 shares0.00%2025-09-302025-11-10history
CROX CROCS INC124 shares0.00%2025-09-302025-11-10history
TTEK TETRA TECH INC NEW310 shares0.00%2025-09-302025-11-10history
NCLH NORWEGIAN CRUISE LINE HLDG L416 shares0.00%2025-09-302025-11-10history
EPR EPR PPTYS176 shares0.00%2025-09-302025-11-10history
DLTR DOLLAR TREE INC108 shares-21.74%2025-09-302025-11-10history
ZBH ZIMMER BIOMET HOLDINGS INC103 shares-14.88%2025-09-302025-11-10history
SYY SYSCO CORP123 shares0.00%2025-09-302025-11-10history
Sponsored
EQT EQT CORP184 shares-8.46%2025-09-302025-11-10history
DRI DARDEN RESTAURANTS INC52 shares0.00%2025-09-302025-11-10history
SOCL GLOBAL X FDS160 shares0.00%2025-09-302025-11-10history
VWO VANGUARD INTL EQUITY INDEX F178 shares0.00%2025-09-302025-11-10history
LNT ALLIANT ENERGY CORP143 shares0.00%2025-09-302025-11-10history
EL LAUDER ESTEE COS INC108 shares-5.26%2025-09-302025-11-10history
FCFS FIRSTCASH HOLDINGS INC60 shares0.00%2025-09-302025-11-10history
CPT CAMDEN PPTY TR87 shares0.00%2025-09-302025-11-10history
Sponsored
PAVE GLOBAL X FDS195 shares0.00%2025-09-302025-11-10history
TOL TOLL BROTHERS INC66 shares0.00%2025-09-302025-11-10history
COIN COINBASE GLOBAL INC27 shares42.11%2025-09-302025-11-10history
AAL AMERICAN AIRLS GROUP INC800 shares0.00%2025-09-302025-11-10history
BDX BECTON DICKINSON & CO48 shares2.13%2025-09-302025-11-10history
BIIB BIOGEN INC64 shares68.42%2025-09-302025-11-10history
IDXX IDEXX LABS INC14 shares0.00%2025-09-302025-11-10history
SEIC SEI INVTS CO105 shares0.00%2025-09-302025-11-10history
Sponsored
SNPS SYNOPSYS INC18 shares63.64%2025-09-302025-11-10history
JOBY JOBY AVIATION INC550 shares0.00%2025-09-302025-11-10history
CMS CMS ENERGY CORP121 shares0.00%2025-09-302025-11-10history
TSCO TRACTOR SUPPLY CO155 shares-6.06%2025-09-302025-11-10history
PNR PENTAIR PLC80 shares0.00%2025-09-302025-11-10history
JKHY HENRY JACK & ASSOC INC59 shares0.00%2025-09-302025-11-10history
VBK VANGUARD INDEX FDS29 shares0.00%2025-09-302025-11-10history
DSM BNY MELLON STRATEGIC MUN BD1.4K shares0.00%2025-09-302025-11-10history
Sponsored
VLY VALLEY NATL BANCORP800 shares166.67%2025-09-302025-11-10history
FITB FIFTH THIRD BANCORP188 shares0.00%2025-09-302025-11-10history
WAB WABTEC42 shares0.00%2025-09-302025-11-10history
RNR RENAISSANCERE HLDGS LTD33 shares0.00%2025-09-302025-11-10history
ESBA EMPIRE ST RLTY OP L P1.1K shares0.00%2025-09-302025-11-10history
WBS WEBSTER FINL CORP140 shares0.00%2025-09-302025-11-10history
HAL HALLIBURTON CO337 shares0.00%2025-09-302025-11-10history
RYN RAYONIER INC312 shares0.00%2025-09-302025-11-10history
Sponsored
ZM ZOOM COMMUNICATIONS INC100 shares0.00%2025-09-302025-11-10history
RELX RELX PLC172 shares0.00%2025-09-302025-11-10history
AWK AMERICAN WTR WKS CO INC NEW59 shares0.00%2025-09-302025-11-10history
CLF CLEVELAND-CLIFFS INC NEW668 shares42.74%2025-09-302025-11-10history
BBY BEST BUY INC106 shares0.00%2025-09-302025-11-10history
HLX HELIX ENERGY SOLUTIONS GRP I1.2K shares0.00%2025-09-302025-11-10history
VTRS VIATRIS INC814 shares0.00%2025-09-302025-11-10history
CPB THE CAMPBELLS COMPANY250 shares-8.09%2025-09-302025-11-10history
Sponsored
BP BP PLC226 shares0.00%2025-09-302025-11-10history
ORI OLD REP INTL CORP183 shares0.00%2025-09-302025-11-10history
ANET ARISTA NETWORKS INC53 shares55.88%2025-09-302025-11-10history
CFG CITIZENS FINL GROUP INC144 shares0.00%2025-09-302025-11-10history

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Put Option Holdings
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