The Analysis of Pure Financial Advisors, LLC's Holdings
Currently, Pure Financial Advisors, LLC holds 495 types of securities in its portfolio with a total value $6.3B. In the most recent quarter, they have increased their positions in BND (+523.4K shares, valued at $38.9M), SPY (+57.5K shares, valued at $38.3M), DUHP (+561.9K shares, valued at $21.2M); decreased their positions in VUG (-4.7K shares, valued at $2.2M), AVEM (-24.4K shares, valued at $1.8M), JIRE (-21.1K shares, valued at $1.5M); initiated new positions in IONQ (+14.7K shares, valued at $902.3K), JMUB (+13.3K shares, valued at $673.8K), MINO (+11.9K shares, valued at $541.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR1.0M shares5.88%2025-09-302025-10-20
BND VANGUARD BD INDEX FDS7.3M shares7.75%2025-09-302025-10-20 IEFA ISHARES TR4.4M shares4.76%2025-09-302025-10-20 DFAT DIMENSIONAL ETF TRUST5.0M shares7.77%2025-09-302025-10-20 IGSB ISHARES TR5.2M shares7.65%2025-09-302025-10-20 DUHP DIMENSIONAL ETF TRUST6.9M shares8.83%2025-09-302025-10-20 DFAS DIMENSIONAL ETF TRUST2.9M shares5.65%2025-09-302025-10-20 VNQ VANGUARD INDEX FDS2.0M shares5.80%2025-09-302025-10-20 DFAC DIMENSIONAL ETF TRUST4.3M shares-0.87%2025-09-302025-10-20 DCOR DIMENSIONAL ETF TRUST2.2M shares2.61%2025-09-302025-10-20 AVDV AMERICAN CENTY ETF TR1.7M shares2.83%2025-09-302025-10-20 VGSH VANGUARD SCOTTSDALE FDS2.3M shares8.78%2025-09-302025-10-20 GNR SPDR INDEX SHS FDS2.0M shares4.96%2025-09-302025-10-20 IVV ISHARES TR177.6K shares1.86%2025-09-302025-10-20 VWO VANGUARD INTL EQUITY INDEX F2.2M shares5.05%2025-09-302025-10-20 DFAI DIMENSIONAL ETF TRUST3.0M shares2.60%2025-09-302025-10-20 AVLV AMERICAN CENTY ETF TR1.5M shares0.14%2025-09-302025-10-20 AVEM AMERICAN CENTY ETF TR1.4M shares-1.77%2025-09-302025-10-20 VOO VANGUARD INDEX FDS155.3K shares3.01%2025-09-302025-10-20 VEA VANGUARD TAX-MANAGED FDS1.6M shares-0.46%2025-09-302025-10-20 AAPL APPLE INC283.6K shares1.62%2025-09-302025-10-20 BNDX VANGUARD CHARLOTTE FDS1.1M shares9.73%2025-09-302025-10-20 SCHX SCHWAB STRATEGIC TR2.0M shares-2.15%2025-09-302025-10-20 ITOT ISHARES TR331.1K shares-0.54%2025-09-302025-10-20 JIRE J P MORGAN EXCHANGE TRADED F655.0K shares-3.12%2025-09-302025-10-20 VTI VANGUARD INDEX FDS145.9K shares2.01%2025-09-302025-10-20 DFCF DIMENSIONAL ETF TRUST977.7K shares6.65%2025-09-302025-10-20 MSFT MICROSOFT CORP80.0K shares0.28%2025-09-302025-10-20 MGV VANGUARD WORLD FD293.2K shares3.31%2025-09-302025-10-20 VV VANGUARD INDEX FDS128.7K shares-0.41%2025-09-302025-10-20 HYG ISHARES TR473.7K shares6.98%2025-09-302025-10-20 SCHP SCHWAB STRATEGIC TR1.4M shares2.85%2025-09-302025-10-20 VUG VANGUARD INDEX FDS75.4K shares-5.84%2025-09-302025-10-20 IEMG ISHARES INC514.7K shares1.07%2025-09-302025-10-20 IJH ISHARES TR503.2K shares1.41%2025-09-302025-10-20 VB VANGUARD INDEX FDS126.3K shares1.32%2025-09-302025-10-20 NVDA NVIDIA CORPORATION168.7K shares22.93%2025-09-302025-10-20 QUAL ISHARES TR160.0K shares0.20%2025-09-302025-10-20 EMGF ISHARES INC541.8K shares5.62%2025-09-302025-10-20 SPIP SPDR SERIES TRUST1.1M shares-0.65%2025-09-302025-10-20 SCHC SCHWAB STRATEGIC TR613.4K shares-0.61%2025-09-302025-10-20 VO VANGUARD INDEX FDS90.3K shares0.41%2025-09-302025-10-20 AGG ISHARES TR253.5K shares3.44%2025-09-302025-10-20 SPDW SPDR INDEX SHS FDS588.5K shares-1.62%2025-09-302025-10-20 GUNR FLEXSHARES TR545.1K shares-0.90%2025-09-302025-10-20 AMZN AMAZON COM INC105.2K shares4.33%2025-09-302025-10-20 IWN ISHARES TR130.4K shares1.02%2025-09-302025-10-20 STIP ISHARES TR221.8K shares-3.62%2025-09-302025-10-20 SCZ ISHARES TR283.4K shares-0.27%2025-09-302025-10-20 EMB ISHARES TR206.9K shares6.06%2025-09-302025-10-20 IJR ISHARES TR165.1K shares1.27%2025-09-302025-10-20 PFF ISHARES TR600.8K shares7.17%2025-09-302025-10-20 SPYV SPDR SERIES TRUST340.2K shares-2.04%2025-09-302025-10-20 VTV VANGUARD INDEX FDS92.5K shares-0.25%2025-09-302025-10-20 VFQY VANGUARD WELLINGTON FD113.9K shares1.08%2025-09-302025-10-20 SPTM SPDR SERIES TRUST212.7K shares-4.74%2025-09-302025-10-20 BRK.B BERKSHIRE HATHAWAY INC DEL31.9K shares10.48%2025-09-302025-10-20 ORCL ORACLE CORP54.8K shares1.99%2025-09-302025-10-20 TIP ISHARES TR134.2K shares0.17%2025-09-302025-10-20 JPM JPMORGAN CHASE & CO.46.5K shares-3.22%2025-09-302025-10-20 GOOGL ALPHABET INC59.6K shares2.84%2025-09-302025-10-20 SCHO SCHWAB STRATEGIC TR588.4K shares1.95%2025-09-302025-10-20 USRT ISHARES TR235.9K shares0.08%2025-09-302025-10-20 DFSU DIMENSIONAL ETF TRUST324.7K shares22.03%2025-09-302025-10-20 TSLA TESLA INC31.0K shares5.08%2025-09-302025-10-20 SPSM SPDR SERIES TRUST286.0K shares1.01%2025-09-302025-10-20 VBR VANGUARD INDEX FDS56.2K shares3.56%2025-09-302025-10-20 DFAX DIMENSIONAL ETF TRUST364.0K shares4.01%2025-09-302025-10-20 FREL FIDELITY COVINGTON TRUST406.1K shares-0.97%2025-09-302025-10-20 CMF ISHARES TR189.9K shares-1.16%2025-09-302025-10-20 DXUV DIMENSIONAL ETF TRUST183.4K shares17.28%2025-09-302025-10-20 QQQ INVESCO QQQ TR17.6K shares3.91%2025-09-302025-10-20 VEU VANGUARD INTL EQUITY INDEX F141.7K shares4.86%2025-09-302025-10-20 EFA ISHARES TR101.6K shares-6.11%2025-09-302025-10-20 VXF VANGUARD INDEX FDS44.3K shares16.65%2025-09-302025-10-20 IWF ISHARES TR19.3K shares-1.99%2025-09-302025-10-20 V VISA INC26.2K shares1.93%2025-09-302025-10-20 SHY ISHARES TR104.2K shares2.67%2025-09-302025-10-20 IWB ISHARES TR23.5K shares-1.15%2025-09-302025-10-20 CAT CATERPILLAR INC17.8K shares-4.72%2025-09-302025-10-20 COST COSTCO WHSL CORP NEW9.0K shares1.15%2025-09-302025-10-20 MUB ISHARES TR76.0K shares39.61%2025-09-302025-10-20 VCSH VANGUARD SCOTTSDALE FDS98.9K shares12.78%2025-09-302025-10-20 DXIV DIMENSIONAL ETF TRUST126.2K shares14.61%2025-09-302025-10-20 DFSD DIMENSIONAL ETF TRUST157.5K shares1.28%2025-09-302025-10-20 EWX SPDR INDEX SHS FDS111.0K shares0.20%2025-09-302025-10-20 GOOG ALPHABET INC30.4K shares-1.88%2025-09-302025-10-20 SPAB SPDR SERIES TRUST286.6K shares0.50%2025-09-302025-10-20 SLDP SOLID POWER INC2.1M shares0.01%2025-09-302025-10-20 RTX RTX CORPORATION42.4K shares-0.20%2025-09-302025-10-20 IVE ISHARES TR34.1K shares1.00%2025-09-302025-10-20 PWZ INVESCO EXCH TRADED FD TR II290.8K shares-4.51%2025-09-302025-10-20 XOM EXXON MOBIL CORP60.1K shares1.84%2025-09-302025-10-20 LOW LOWES COS INC24.8K shares0.96%2025-09-302025-10-20 AVGO BROADCOM INC18.8K shares4.22%2025-09-302025-10-20 SPEM SPDR INDEX SHS FDS132.4K shares-0.78%2025-09-302025-10-20 MA MASTERCARD INCORPORATED10.9K shares-0.14%2025-09-302025-10-20 HD HOME DEPOT INC15.2K shares1.15%2025-09-302025-10-20 UNH UNITEDHEALTH GROUP INC17.3K shares9.27%2025-09-302025-10-20 BA BOEING CO27.6K shares3.46%2025-09-302025-10-20 WMT WALMART INC56.1K shares10.01%2025-09-302025-10-20 SCHM SCHWAB STRATEGIC TR191.4K shares-0.96%2025-09-302025-10-20 VOE VANGUARD INDEX FDS31.5K shares0.58%2025-09-302025-10-20 JNJ JOHNSON & JOHNSON28.8K shares2.87%2025-09-302025-10-20 IGE ISHARES TR107.4K shares0.30%2025-09-302025-10-20 DFSI DIMENSIONAL ETF TRUST126.6K shares18.60%2025-09-302025-10-20 IAGG ISHARES TR101.0K shares0.16%2025-09-302025-10-20 DISV DIMENSIONAL ETF TRUST131.6K shares0.47%2025-09-302025-10-20 LDOS LEIDOS HOLDINGS INC24.2K shares-1.80%2025-09-302025-10-20 MRK MERCK & CO INC54.3K shares-0.71%2025-09-302025-10-20 SCHH SCHWAB STRATEGIC TR203.7K shares2.60%2025-09-302025-10-20 META META PLATFORMS INC6.0K shares13.54%2025-09-302025-10-20 DUK DUKE ENERGY CORP NEW34.2K shares3.42%2025-09-302025-10-20 HON HONEYWELL INTL INC19.5K shares-2.14%2025-09-302025-10-20 SPMD SPDR SERIES TRUST71.7K shares-1.47%2025-09-302025-10-20 XLK SELECT SECTOR SPDR TR14.5K shares-5.55%2025-09-302025-10-20 SUSA ISHARES TR30.0K shares-0.10%2025-09-302025-10-20 PEP PEPSICO INC28.4K shares3.67%2025-09-302025-10-20 BSV VANGUARD BD INDEX FDS48.4K shares-5.91%2025-09-302025-10-20 AON AON PLC10.6K shares0.02%2025-09-302025-10-20 VIG VANGUARD SPECIALIZED FUNDS17.1K shares4.51%2025-09-302025-10-20 QCOM QUALCOMM INC22.0K shares0.20%2025-09-302025-10-20 CVX CHEVRON CORP NEW23.1K shares6.12%2025-09-302025-10-20 PLTR PALANTIR TECHNOLOGIES INC19.4K shares14.57%2025-09-302025-10-20 PM PHILIP MORRIS INTL INC21.5K shares-0.02%2025-09-302025-10-20 GWX SPDR INDEX SHS FDS85.7K shares-1.35%2025-09-302025-10-20 GD GENERAL DYNAMICS CORP9.8K shares6.24%2025-09-302025-10-20 DFSE DIMENSIONAL ETF TRUST80.8K shares10.84%2025-09-302025-10-20 LLY ELI LILLY & CO4.3K shares-4.30%2025-09-302025-10-20 SRE SEMPRA36.2K shares0.20%2025-09-302025-10-20 PG PROCTER AND GAMBLE CO20.7K shares-0.67%2025-09-302025-10-20 NFLX NETFLIX INC2.6K shares5.64%2025-09-302025-10-20 ABT ABBOTT LABS23.3K shares0.11%2025-09-302025-10-20 ACWI ISHARES TR22.6K shares8.41%2025-09-302025-10-20 GLD SPDR GOLD TR8.6K shares-0.52%2025-09-302025-10-20 SCHF SCHWAB STRATEGIC TR128.3K shares-1.78%2025-09-302025-10-20 IWD ISHARES TR13.9K shares-5.31%2025-09-302025-10-20 PSA PUBLIC STORAGE OPER CO9.7K shares-2.66%2025-09-302025-10-20 VGIT VANGUARD SCOTTSDALE FDS46.2K shares49.54%2025-09-302025-10-20 LMT LOCKHEED MARTIN CORP5.4K shares-0.77%2025-09-302025-10-20 RS RELIANCE INC9.4K shares-3.14%2025-09-302025-10-20 ICLN ISHARES TR169.3K shares-13.22%2025-09-302025-10-20 MCD MCDONALDS CORP8.4K shares7.43%2025-09-302025-10-20 EEM ISHARES TR47.2K shares-2.80%2025-09-302025-10-20 NVR NVR INC308 shares0.65%2025-09-302025-10-20 NOC NORTHROP GRUMMAN CORP4.0K shares-7.09%2025-09-302025-10-20 VTEB VANGUARD MUN BD FDS48.2K shares22.86%2025-09-302025-10-20 ABBV ABBVIE INC10.3K shares7.96%2025-09-302025-10-20 SCHV SCHWAB STRATEGIC TR79.4K shares-1.56%2025-09-302025-10-20 BAC BANK AMERICA CORP44.4K shares6.44%2025-09-302025-10-20 LIN LINDE PLC4.6K shares7.15%2025-09-302025-10-20 MO ALTRIA GROUP INC32.3K shares1.47%2025-09-302025-10-20 MVBF MVB FINL CORP84.8K shares0.00%2025-09-302025-10-20 ESGU ISHARES TR14.4K shares-11.56%2025-09-302025-10-20 IQV IQVIA HLDGS INC10.9K shares-19.31%2025-09-302025-10-20 SUB ISHARES TR19.3K shares40.51%2025-09-302025-10-20 SHW SHERWIN WILLIAMS CO5.9K shares-0.59%2025-09-302025-10-20 SCHB SCHWAB STRATEGIC TR75.7K shares-0.44%2025-09-302025-10-20 VCIT VANGUARD SCOTTSDALE FDS22.6K shares28.42%2025-09-302025-10-20 DFNM DIMENSIONAL ETF TRUST38.7K shares0.81%2025-09-302025-10-20 WFC WELLS FARGO CO NEW22.0K shares4.98%2025-09-302025-10-20 CSCO CISCO SYS INC26.6K shares5.83%2025-09-302025-10-20 PSTG PURE STORAGE INC21.7K shares-3.53%2025-09-302025-10-20 IJJ ISHARES TR13.9K shares-1.05%2025-09-302025-10-20 RPG INVESCO EXCHANGE TRADED FD T37.1K shares0.00%2025-09-302025-10-20 EEMS ISHARES INC25.3K shares0.11%2025-09-302025-10-20 DIS DISNEY WALT CO14.8K shares-2.94%2025-09-302025-10-20 IBM INTERNATIONAL BUSINESS MACHS5.9K shares1.30%2025-09-302025-10-20 DFIC DIMENSIONAL ETF TRUST51.0K shares0.78%2025-09-302025-10-20 SAIC SCIENCE APPLICATIONS INTL CO16.7K shares-3.63%2025-09-302025-10-20 TSM TAIWAN SEMICONDUCTOR MFG LTD5.9K shares7.21%2025-09-302025-10-20 VGT VANGUARD WORLD FD2.2K shares-5.47%2025-09-302025-10-20 UPS UNITED PARCEL SERVICE INC18.9K shares-8.93%2025-09-302025-10-20 IWS ISHARES TR11.3K shares-1.82%2025-09-302025-10-20 FXF INVESCO CURRENCYSHARES SWISS13.5K shares0.00%2025-09-302025-10-20 IWV ISHARES TR3.8K shares3.89%2025-09-302025-10-20 IWM ISHARES TR5.9K shares2.51%2025-09-302025-10-20 BIL SPDR SERIES TRUST14.8K shares42.91%2025-09-302025-10-20 ESGD ISHARES TR14.5K shares-4.94%2025-09-302025-10-20 TJX TJX COS INC NEW9.2K shares3.07%2025-09-302025-10-20 VSS VANGUARD INTL EQUITY INDEX F9.3K shares-4.67%2025-09-302025-10-20 SHYD VANECK ETF TRUST57.1K shares395.32%2025-09-302025-10-20 VRTX VERTEX PHARMACEUTICALS INC3.3K shares15.19%2025-09-302025-10-20 VOT VANGUARD INDEX FDS4.4K shares4.11%2025-09-302025-10-20 GE GE AEROSPACE4.3K shares4.50%2025-09-302025-10-20 AMGN AMGEN INC4.5K shares-6.45%2025-09-302025-10-20 DFAU DIMENSIONAL ETF TRUST27.7K shares-1.78%2025-09-302025-10-20 MDYV SPDR SERIES TRUST15.2K shares-1.26%2025-09-302025-10-20 FBTC FIDELITY WISE ORIGIN BITCOIN12.4K shares1.88%2025-09-302025-10-20 JEPQ J P MORGAN EXCHANGE TRADED F21.5K shares-14.91%2025-09-302025-10-20 INTU INTUIT1.8K shares196.22%2025-09-302025-10-20 XLY SELECT SECTOR SPDR TR5.0K shares-2.02%2025-09-302025-10-20 AFL AFLAC INC10.5K shares4.23%2025-09-302025-10-20 AXP AMERICAN EXPRESS CO3.5K shares-1.10%2025-09-302025-10-20 BWX SPDR SERIES TRUST50.4K shares3.86%2025-09-302025-10-20 LRCX LAM RESEARCH CORP8.5K shares8.74%2025-09-302025-10-20 T AT&T INC40.4K shares-3.49%2025-09-302025-10-20 AMD ADVANCED MICRO DEVICES INC7.0K shares27.97%2025-09-302025-10-20 MUNI PIMCO ETF TR21.6K shares115.27%2025-09-302025-10-20 SMMD ISHARES TR15.2K shares2.84%2025-09-302025-10-20 UBER UBER TECHNOLOGIES INC11.4K shares32.92%2025-09-302025-10-20 JNK SPDR SERIES TRUST11.3K shares-1.36%2025-09-302025-10-20 SYK STRYKER CORPORATION3.0K shares5.68%2025-09-302025-10-20 NOW SERVICENOW INC1.2K shares20.24%2025-09-302025-10-20 VZ VERIZON COMMUNICATIONS INC24.8K shares0.63%2025-09-302025-10-20 MDYG SPDR SERIES TRUST11.8K shares-1.44%2025-09-302025-10-20 PCAR PACCAR INC10.9K shares0.17%2025-09-302025-10-20 IBIT ISHARES BITCOIN TRUST ETF16.4K shares10.21%2025-09-302025-10-20 MBB ISHARES TR11.2K shares45.85%2025-09-302025-10-20 MU MICRON TECHNOLOGY INC6.1K shares30.94%2025-09-302025-10-20 IUSV ISHARES TR10.1K shares10.29%2025-09-302025-10-20 GS GOLDMAN SACHS GROUP INC1.3K shares1.44%2025-09-302025-10-20 IVW ISHARES TR8.3K shares18.45%2025-09-302025-10-20 ESGE ISHARES INC22.9K shares0.16%2025-09-302025-10-20 SBUX STARBUCKS CORP11.6K shares1.33%2025-09-302025-10-20 SCHW SCHWAB CHARLES CORP10.0K shares2.55%2025-09-302025-10-20 ISRG INTUITIVE SURGICAL INC2.1K shares-1.94%2025-09-302025-10-20 FELG FIDELITY COVINGTON TRUST22.8K shares4.12%2025-09-302025-10-20 DFUS DIMENSIONAL ETF TRUST12.9K shares0.15%2025-09-302025-10-20 BKNG BOOKING HOLDINGS INC170 shares8.97%2025-09-302025-10-20 XLC SELECT SECTOR SPDR TR7.7K shares0.66%2025-09-302025-10-20 IONQ IONQ INC14.7K sharesnew addition2025-09-302025-10-20 PNC PNC FINL SVCS GROUP INC4.5K shares-1.04%2025-09-302025-10-20 ASML ASML HOLDING N V911 shares4.47%2025-09-302025-10-20 MCK MCKESSON CORP1.1K shares1.99%2025-09-302025-10-20 MTB M & T BK CORP4.4K shares1.10%2025-09-302025-10-20 ELV ELEVANCE HEALTH INC FORMERLY2.7K shares-1.86%2025-09-302025-10-20 ADBE ADOBE INC2.5K shares-11.75%2025-09-302025-10-20 IBDQ ISHARES TR34.4K shares8.07%2025-09-302025-10-20 VFH VANGUARD WORLD FD6.5K shares0.00%2025-09-302025-10-20 NEE NEXTERA ENERGY INC11.3K shares31.71%2025-09-302025-10-20 SCHG SCHWAB STRATEGIC TR26.2K shares5.15%2025-09-302025-10-20 MPC MARATHON PETE CORP4.3K shares-0.16%2025-09-302025-10-20 BX BLACKSTONE INC4.9K shares10.50%2025-09-302025-10-20 DFUV DIMENSIONAL ETF TRUST18.5K shares3.29%2025-09-302025-10-20 PSK SPDR SERIES TRUST24.8K shares2.03%2025-09-302025-10-20 AOR ISHARES TR12.4K shares0.24%2025-09-302025-10-20 CL COLGATE PALMOLIVE CO9.9K shares-3.65%2025-09-302025-10-20 SPYG SPDR SERIES TRUST7.6K shares6.52%2025-09-302025-10-20 VXUS VANGUARD STAR FDS10.7K shares32.21%2025-09-302025-10-20 PFE PFIZER INC30.7K shares-7.06%2025-09-302025-10-20 BKF ISHARES INC16.8K shares0.00%2025-09-302025-10-20 IWP ISHARES TR5.3K shares-11.12%2025-09-302025-10-20 GLW CORNING INC9.2K shares1.06%2025-09-302025-10-20 AMAT APPLIED MATLS INC3.7K shares8.95%2025-09-302025-10-20 INTC INTEL CORP22.1K shares-6.08%2025-09-302025-10-20 HYMB SPDR SERIES TRUST29.6K shares64.91%2025-09-302025-10-20 IBDR ISHARES TR29.7K shares9.37%2025-09-302025-10-20 UNP UNION PAC CORP3.0K shares4.95%2025-09-302025-10-20 ACN ACCENTURE PLC IRELAND2.9K shares2.75%2025-09-302025-10-20 SAP SAP SE2.6K shares-4.14%2025-09-302025-10-20 AVY AVERY DENNISON CORP4.3K shares-0.14%2025-09-302025-10-20 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shares22.49%2025-09-302025-10-20 AJG GALLAGHER ARTHUR J & CO760 shares2.29%2025-09-302025-10-20 SMH VANECK ETF TRUST721 shares-3.09%2025-09-302025-10-20 CTAS CINTAS CORP1.1K shares5.78%2025-09-302025-10-20 RY ROYAL BK CDA1.6K sharesnew addition2025-09-302025-10-20 XLE SELECT SECTOR SPDR TR2.6K shares-2.51%2025-09-302025-10-20 UFPT UFP TECHNOLOGIES INC1.1K shares0.26%2025-09-302025-10-20 DFCA DIMENSIONAL ETF TRUST4.6K sharesnew addition2025-09-302025-10-20 SPG SIMON PPTY GROUP INC NEW1.2K shares-6.69%2025-09-302025-10-20 DELL DELL TECHNOLOGIES INC1.6K sharesnew addition2025-09-302025-10-20 TMFG RBB FD INC7.4K shares0.00%2025-09-302025-10-20 XT ISHARES TR3.0K sharesnew addition2025-09-302025-10-20 SLV ISHARES SILVER TR5.1K sharesnew addition2025-09-302025-10-20 NKX NUVEEN CALIFORNIA AMT QLT MU17.1K shares0.00%2025-09-302025-10-20 APP APPLOVIN CORP301 sharesnew addition2025-09-302025-10-20 SPGI S&P GLOBAL INC444 shares1.14%2025-09-302025-10-20 RCL ROYAL CARIBBEAN GROUP667 shares3.57%2025-09-302025-10-20 VSAT VIASAT INC7.3K sharesnew addition2025-09-302025-10-20 MLNK MERIDIANLINK INC10.7K shares0.00%2025-09-302025-10-20 FNDA SCHWAB STRATEGIC TR6.8K sharesnew addition2025-09-302025-10-20 SYY SYSCO CORP2.6K shares-24.22%2025-09-302025-10-20 HSBC HSBC HLDGS PLC3.0K sharesnew addition2025-09-302025-10-20 GSK GSK PLC4.9K sharesnew addition2025-09-302025-10-20 GIS GENERAL MLS INC4.2K sharesnew addition2025-09-302025-10-20 NAC NUVEEN CA QUALTY MUN INCOME18.2K shares0.00%2025-09-302025-10-20 REGN REGENERON PHARMACEUTICALS367 sharesnew addition2025-09-302025-10-20 TAXF AMERICAN CENTY ETF TR4.1K sharesnew addition2025-09-302025-10-20 KMI KINDER MORGAN INC DEL7.3K sharesnew addition2025-09-302025-10-20 ORLY OREILLY AUTOMOTIVE INC1.9K sharesnew addition2025-09-302025-10-20 SNPS SYNOPSYS INC414 shares5.34%2025-09-302025-10-20 EXC EXELON CORP4.5K sharesnew addition2025-09-302025-10-20 NEM NEWMONT CORP2.4K sharesnew addition2025-09-302025-10-20 ADSK AUTODESK INC635 sharesnew addition2025-09-302025-10-20 RIVN RIVIAN AUTOMOTIVE INC10.8K shares-12.63%2025-09-302025-10-20 IART INTEGRA LIFESCIENCES HLDGS C10.7K shares0.90%2025-09-302025-10-20 CIG CIA ENERGETICA DE MINAS GERA66.2K shares0.00%2025-09-302025-10-20 EOLS EVOLUS INC17.8K sharesnew addition2025-09-302025-10-20 PCQ PIMCO CALIF MUN INCOME FD12.4K sharesnew addition2025-09-302025-10-20 FPH FIVE POINT HOLDINGS LLC17.5K shares0.00%2025-09-302025-10-20 MODG TOPGOLF CALLAWAY BRANDS CORP10.9K shares0.00%2025-09-302025-10-20 RXST RXSIGHT INC10.9K shares0.18%2025-09-302025-10-20 HLN HALEON PLC10.1K sharesnew addition2025-09-302025-10-20 BBAI BIGBEAR AI HLDGS INC12.1K shares19.41%2025-09-302025-10-20 ABVE ABOVE FOOD INGREDIENTS INC29.2K shares9.18%2025-09-302025-10-20 CRON CRONOS GROUP INC10.1K shares0.00%2025-09-302025-10-20 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available