The Analysis of Quest 10 Wealth Builders, Inc.'s Holdings


Currently, Quest 10 Wealth Builders, Inc. holds 787 types of securities in its portfolio with a total value $111.8M. In the most recent quarter, they have increased their positions in SIXO (+44.9K shares, valued at $1.6M), GLDM (+8.9K shares, valued at $763.0K), AGEM (+14.9K shares, valued at $573.6K); decreased their positions in GLD (-2.1K shares, valued at $846.1K), DECW (-12.1K shares, valued at $410.4K), IEMG (-6.0K shares, valued at $402.2K); initiated new positions in SIXO (+44.9K shares, valued at $1.6M), AGEM (+14.9K shares, valued at $573.6K), GSEP (+13.9K shares, valued at $537.7K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VANGUARD INDEX FDS VANGUARD INDEX FDS11.8K shares-2.32%2025-12-312026-01-29history
IVV ISHARES TR7.6K shares0.64%2025-12-312026-01-29history
VUG VANGUARD INDEX FDS9.8K shares-3.43%2025-12-312026-01-29history
VTV VANGUARD INDEX FDS20.4K shares-4.00%2025-12-312026-01-29history
IYW ISHARES TR17.9K shares-0.93%2025-12-312026-01-29history
IWY ISHARES TR12.7K shares4.29%2025-12-312026-01-29history
SCEC CAPITOL SER TR121.3K shares13.43%2025-12-312026-01-29history
GLD SPDR GOLD TR7.4K shares-22.38%2025-12-312026-01-29history
Sponsored
IJR ISHARES TR21.5K shares0.27%2025-12-312026-01-29history
IYH ISHARES TR32.1K shares-1.23%2025-12-312026-01-29history
IWX ISHARES TR21.5K shares3.24%2025-12-312026-01-29history
DGRO ISHARES TR27.6K shares-0.16%2025-12-312026-01-29history
INVESCO QQQ TR INVESCO QQQ TR2.9K shares-3.23%2025-12-312026-01-29history
DECU AIM ETF PRODUCTS TRUST59.7K shares-0.35%2025-12-312026-01-29history
SIXO AIM ETF PRODUCTS TRUST44.9K sharesnew addition2025-12-312026-01-29history
IEMG ISHARES INC21.1K shares-22.07%2025-12-312026-01-29history
Sponsored
SPYM SPDR SERIES TRUST17.3K shares-1.44%2025-12-312026-01-29history
VTI VANGUARD INDEX FDS4.0K shares-0.25%2025-12-312026-01-29history
IXUS ISHARES TR15.1K shares1.89%2025-12-312026-01-29history
MINT PIMCO ETF TR12.0K shares57.71%2025-12-312026-01-29history
AGG ISHARES TR11.9K shares12.02%2025-12-312026-01-29history
XLP SELECT SECTOR SPDR TR15.1K shares-0.86%2025-12-312026-01-29history
EFV ISHARES TR16.1K shares0.12%2025-12-312026-01-29history
NVDA NVIDIA CORPORATION6.1K shares-11.38%2025-12-312026-01-29history
Sponsored
VGSH VANGUARD SCOTTSDALE FDS18.9K shares0.79%2025-12-312026-01-29history
PMAY INNOVATOR ETFS TRUST27.4K shares-0.12%2025-12-312026-01-29history
EFG ISHARES TR9.2K shares1.53%2025-12-312026-01-29history
DECT AIM ETF PRODUCTS TRUST28.2K shares-2.49%2025-12-312026-01-29history
IWS ISHARES TR7.3K shares2.43%2025-12-312026-01-29history
USRT ISHARES TR17.2K shares-0.76%2025-12-312026-01-29history
AMZN AMAZON COM INC3.9K shares-12.28%2025-12-312026-01-29history
SEPT AIM ETF PRODUCTS TRUST24.7K shares-0.97%2025-12-312026-01-29history
Sponsored
PAPR INNOVATOR ETFS TRUST22.1K shares-3.41%2025-12-312026-01-29history
VYM VANGUARD WHITEHALL FDS5.5K shares-2.09%2025-12-312026-01-29history
GLDM WORLD GOLD TR9.2K shares3029.49%2025-12-312026-01-29history
PJUN INNOVATOR ETFS TRUST18.0K shares-1.97%2025-12-312026-01-29history
PDEC INNOVATOR ETFS TRUST17.0K shares0.00%2025-12-312026-01-29history
QBER ELEVATION SERIES TRUST30.4K shares-12.49%2025-12-312026-01-29history
ONEZ ELEVATION SERIES TRUST27.7K shares-0.13%2025-12-312026-01-29history
IDEV ISHARES TR8.7K shares-3.32%2025-12-312026-01-29history
Sponsored
AAPL APPLE INC2.5K shares-6.06%2025-12-312026-01-29history
MSFT MICROSOFT CORP1.4K shares-3.68%2025-12-312026-01-29history
PSEP INNOVATOR ETFS TRUST15.3K shares-2.99%2025-12-312026-01-29history
PAUG INNOVATOR ETFS TRUST15.0K shares-3.78%2025-12-312026-01-29history
PJUL INNOVATOR ETFS TRUST13.8K shares-4.55%2025-12-312026-01-29history
DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW5.3K shares-1.70%2025-12-312026-01-29history
PMAR INNOVATOR ETFS TRUST13.6K shares-3.80%2025-12-312026-01-29history
DVY ISHARES TR4.3K shares-0.19%2025-12-312026-01-29history
Sponsored
VB VANGUARD INDEX FDS2.3K shares-0.52%2025-12-312026-01-29history
SPY SPDR S&P 500 ETF TR848 shares19.27%2025-12-312026-01-29history
JULU AIM ETF PRODUCTS TRUST19.5K shares0.17%2025-12-312026-01-29history
AGEM ABRDN FDS14.9K sharesnew addition2025-12-312026-01-29history
TIP ISHARES TR5.0K shares-23.37%2025-12-312026-01-29history
GSEP FIRST TR EXCHNG TRADED FD VI13.9K sharesnew addition2025-12-312026-01-29history
VTWO VANGUARD SCOTTSDALE FDS5.4K shares3.61%2025-12-312026-01-29history
FGD FIRST TR EXCHANGE TRADED FD17.1K shares-5.48%2025-12-312026-01-29history
Sponsored
PNOV INNOVATOR ETFS TRUST12.3K shares0.00%2025-12-312026-01-29history
WDIV SPDR INDEX SHS FDS6.8K shares-3.84%2025-12-312026-01-29history
ICLO INVESCO ACTIVELY MANAGED EXC19.8K shares-2.27%2025-12-312026-01-29history
SEPZ ELEVATION SERIES TRUST11.9K shares-0.70%2025-12-312026-01-29history
POCT INNOVATOR ETFS TRUST11.5K shares0.00%2025-12-312026-01-29history
IWF ISHARES TR1.1K shares-5.13%2025-12-312026-01-29history
SPDW SPDR INDEX SHS FDS10.6K shares5.50%2025-12-312026-01-29history
ALPHABET INC ALPHABET INC1.4K shares-2.36%2025-12-312026-01-29history
Sponsored
OCTW AIM ETF PRODUCTS TRUST11.2K sharesnew addition2025-12-312026-01-29history
BILZ PIMCO ETF TR4.3K shares-21.59%2025-12-312026-01-29history
VNLA JANUS DETROIT STR TR8.0K shares14.73%2025-12-312026-01-29history
SEPW AIM ETF PRODUCTS TRUST11.8K shares5.39%2025-12-312026-01-29history
DIV GLOBAL X FDS21.1K shares1.08%2025-12-312026-01-29history
SIXZ AIM ETF PRODUCTS TRUST10.6K sharesnew addition2025-12-312026-01-29history
CVS CVS HEALTH CORP3.9K shares7.27%2025-12-312026-01-29history
SPAB SPDR SERIES TRUST11.5K shares-0.35%2025-12-312026-01-29history
Sponsored
ABBV ABBVIE INC1.3K shares-1.68%2025-12-312026-01-29history
HYG ISHARES TR3.6K shares-5.77%2025-12-312026-01-29history
DIA SPDR DOW JONES INDL AVERAGE595 shares-0.17%2025-12-312026-01-29history
BROADCOM INC BROADCOM INC820 shares-3.19%2025-12-312026-01-29history
AMD ADVANCED MICRO DEVICES INC1.3K shares192.52%2025-12-312026-01-29history
IVW ISHARES TR2.2K shares5.57%2025-12-312026-01-29history
SPSM SPDR SERIES TRUST5.8K shares2.72%2025-12-312026-01-29history
NBOS NEUBERGER BERMAN ETF TRUST9.9K shares-3.12%2025-12-312026-01-29history
Sponsored
VEA VANGUARD TAX-MANAGED FDS4.3K shares-0.02%2025-12-312026-01-29history
CVX CHEVRON CORP NEW1.7K shares18.65%2025-12-312026-01-29history
SPXC SPX TECHNOLOGIES INC1.3K shares0.00%2025-12-312026-01-29history
IWP ISHARES TR1.9K shares6.23%2025-12-312026-01-29history
JPM JPMORGAN CHASE & CO.794 shares-8.21%2025-12-312026-01-29history
FNB F N B CORP14.8K shares0.00%2025-12-312026-01-29history
CLOI VANECK ETF TRUST4.7K shares8.06%2025-12-312026-01-29history
EDIV SPDR INDEX SHS FDS6.2K shares-2.68%2025-12-312026-01-29history
Sponsored
JNJ JOHNSON & JOHNSON1.2K shares-7.57%2025-12-312026-01-29history
ZTS ZOETIS INC1.9K shares4.73%2025-12-312026-01-29history
ELEVATION SERIES TRUST ELEVATION SERIES TRUST6.1K sharesnew addition2025-12-312026-01-29history
VGT VANGUARD WORLD FD300 shares0.00%2025-12-312026-01-29history
FBTC FIDELITY WISE ORIGIN BITCOIN2.9K shares108.30%2025-12-312026-01-29history
VGLT VANGUARD SCOTTSDALE FDS4.0K shares-21.11%2025-12-312026-01-29history
ANGL VANECK ETF TRUST7.2K shares-2.70%2025-12-312026-01-29history
NEAR ISHARES U S ETF TR4.1K shares-7.79%2025-12-312026-01-29history
Sponsored
JANW AIM ETF PRODUCTS TRUST5.6K shares7.87%2025-12-312026-01-29history
ITOT ISHARES TR1.4K shares-0.65%2025-12-312026-01-29history
PJAN INNOVATOR ETFS TRUST4.3K shares0.00%2025-12-312026-01-29history
TLT ISHARES TR2.3K shares22.10%2025-12-312026-01-29history
DYNF BLACKROCK ETF TRUST3.2K shares12.56%2025-12-312026-01-29history
PFEB INNOVATOR ETFS TRUST4.7K shares0.00%2025-12-312026-01-29history
XOM EXXON MOBIL CORP1.6K shares9.21%2025-12-312026-01-29history
TUA SIMPLIFY EXCHANGE TRADED FUN8.0K shares3.29%2025-12-312026-01-29history
Sponsored
WMT WALMART INC1.6K shares-2.85%2025-12-312026-01-29history
IVE ISHARES TR802 shares49.35%2025-12-312026-01-29history
IYF ISHARES TR1.3K shares-4.53%2025-12-312026-01-29history
MUB ISHARES TR1.6K shares1.36%2025-12-312026-01-29history
MO ALTRIA GROUP INC2.9K shares40.04%2025-12-312026-01-29history
FEX FIRST TR EXCHANGE-TRADED ALP1.4K shares-4.12%2025-12-312026-01-29history
DECW AIM ETF PRODUCTS TRUST4.8K shares-71.53%2025-12-312026-01-29history
COST COSTCO WHSL CORP NEW180 shares-9.09%2025-12-312026-01-29history
Sponsored
JULW AIM ETF PRODUCTS TRUST3.8K shares2.79%2025-12-312026-01-29history
QUAL ISHARES TR751 shares-9.84%2025-12-312026-01-29history
IAUM ISHARES GOLD TR3.4K shares-15.42%2025-12-312026-01-29history
TSLA TESLA INC316 shares-59.69%2025-12-312026-01-29history
VZ VERIZON COMMUNICATIONS INC3.4K shares24.02%2025-12-312026-01-29history
DECZ ELEVATION SERIES TRUST3.4K shares1.78%2025-12-312026-01-29history
IUSB ISHARES TR2.8K shares46.49%2025-12-312026-01-29history
META META PLATFORMS INC194 shares-9.77%2025-12-312026-01-29history
Sponsored
ISHARES GOLD TR ISHARES GOLD TR1.6K shares0.00%2025-12-312026-01-29history
IYE ISHARES TR2.7K shares-0.22%2025-12-312026-01-29history
OEF ISHARES TR357 shares11.21%2025-12-312026-01-29history
V VISA INC329 shares-2.08%2025-12-312026-01-29history
VOT VANGUARD INDEX FDS408 shares-0.73%2025-12-312026-01-29history
VO VANGUARD INDEX FDS391 shares-0.51%2025-12-312026-01-29history
FDVV FIDELITY COVINGTON TRUST2.0K shares0.00%2025-12-312026-01-29history
DHI D R HORTON INC738 shares0.00%2025-12-312026-01-29history
Sponsored
SO SOUTHERN CO1.2K shares-2.80%2025-12-312026-01-29history
VT VANGUARD INTL EQUITY INDEX F724 shares-0.14%2025-12-312026-01-29history
LMT LOCKHEED MARTIN CORP208 shares-4.15%2025-12-312026-01-29history
PNC PNC FINL SVCS GROUP INC479 shares-1.64%2025-12-312026-01-29history
AXP AMERICAN EXPRESS CO270 shares0.37%2025-12-312026-01-29history
LAM RESEARCH CORP LAM RESEARCH CORP567 shares-9.42%2025-12-312026-01-29history
IYY ISHARES TR573 shares0.00%2025-12-312026-01-29history
CRWD CROWDSTRIKE HLDGS INC198 shares-1.98%2025-12-312026-01-29history
Sponsored
SCHF SCHWAB STRATEGIC TR3.8K shares-1.04%2025-12-312026-01-29history
T AT&T INC3.6K shares33.73%2025-12-312026-01-29history
MCK MCKESSON CORP109 shares-4.39%2025-12-312026-01-29history
LLY ELI LILLY & CO82 shares0.00%2025-12-312026-01-29history
MTUM ISHARES TR349 shares31.70%2025-12-312026-01-29history
CAT CATERPILLAR INC149 shares-5.70%2025-12-312026-01-29history
IBM INTERNATIONAL BUSINESS MACHS286 shares39.51%2025-12-312026-01-29history
IBKR INTERACTIVE BROKERS GROUP IN1.3K shares0.00%2025-12-312026-01-29history
Sponsored
FV FIRST TR EXCHANGE TRADED FD1.3K shares-0.37%2025-12-312026-01-29history
JAAA JANUS DETROIT STR TR1.7K shares10.91%2025-12-312026-01-29history
NSC NORFOLK SOUTHN CORP284 shares-2.07%2025-12-312026-01-29history
NVBU AIM ETF PRODUCTS TRUST2.8K shares-0.53%2025-12-312026-01-29history
OCTU AIM ETF PRODUCTS TRUST2.8K shares-0.35%2025-12-312026-01-29history
FTCB FIRST TR EXCHANGE-TRADED FD3.7K shares10.65%2025-12-312026-01-29history
ED CONSOLIDATED EDISON INC788 shares0.00%2025-12-312026-01-29history
PM PHILIP MORRIS INTL INC486 shares48.17%2025-12-312026-01-29history
Sponsored
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL155 shares0.00%2025-12-312026-01-29history
BNDX VANGUARD CHARLOTTE FDS1.6K shares10.26%2025-12-312026-01-29history
INTC INTEL CORP2.0K shares-0.05%2025-12-312026-01-29history
SPTM SPDR SERIES TRUST903 shares-1.31%2025-12-312026-01-29history
IUSG ISHARES TR440 shares0.00%2025-12-312026-01-29history
XLK SELECT SECTOR SPDR TR513 shares100.39%2025-12-312026-01-29history
CITIGROUP INC CITIGROUP INC629 shares-2.48%2025-12-312026-01-29history
WFC WELLS FARGO CO NEW782 shares-3.93%2025-12-312026-01-29history
Sponsored
KO COCA COLA CO1.0K shares-3.76%2025-12-312026-01-29history
MERCK & CO INC MERCK & CO INC680 shares-4.49%2025-12-312026-01-29history
XLE SELECT SECTOR SPDR TR1.6K shares100.00%2025-12-312026-01-29history
IYK ISHARES TR1.0K shares0.00%2025-12-312026-01-29history
VBR VANGUARD INDEX FDS318 shares-0.31%2025-12-312026-01-29history
KMB KIMBERLY-CLARK CORP652 shares-0.31%2025-12-312026-01-29history
GE AEROSPACE GE AEROSPACE196 shares-4.39%2025-12-312026-01-29history
PPL PPL CORP1.7K shares74.62%2025-12-312026-01-29history
Sponsored
BAC BANK AMERICA CORP1.1K shares-4.01%2025-12-312026-01-29history
XLSR SSGA ACTIVE TR950 shares97.51%2025-12-312026-01-29history
BK BANK NEW YORK MELLON CORP508 shares-4.69%2025-12-312026-01-29history
BAI BLACKROCK ETF TRUST1.8K shares22.45%2025-12-312026-01-29history
THRO BLACKROCK ETF TRUST1.5K shares12.06%2025-12-312026-01-29history
LDUR PIMCO ETF TR593 shares-1.66%2025-12-312026-01-29history
QCOM QUALCOMM INC317 shares-10.70%2025-12-312026-01-29history
MBB ISHARES TR568 shares28.22%2025-12-312026-01-29history
Sponsored
SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL196 shares70.43%2025-12-312026-01-29history
VFLO VICTORY PORTFOLIOS II1.4K shares-2.93%2025-12-312026-01-29history
XLU SELECT SECTOR SPDR TR1.3K shares100.00%2025-12-312026-01-29history
D DOMINION ENERGY INC908 shares198.68%2025-12-312026-01-29history
CFG CITIZENS FINL GROUP INC893 shares261.54%2025-12-312026-01-29history
MCD MCDONALDS CORP168 shares140.00%2025-12-312026-01-29history
PYLD PIMCO ETF TR1.9K shares-0.10%2025-12-312026-01-29history
PH PARKER-HANNIFIN CORP57 shares-13.64%2025-12-312026-01-29history
Sponsored
PRU PRUDENTIAL FINL INC442 shares274.58%2025-12-312026-01-29history
BSX BOSTON SCIENTIFIC CORP522 shares0.00%2025-12-312026-01-29history
PFE PFIZER INC2.0K shares584.88%2025-12-312026-01-29history
TROW PRICE T ROWE GROUP INC480 shares2300.00%2025-12-312026-01-29history
OMC OMNICOM GROUP INC589 shares317.73%2025-12-312026-01-29history
EXC EXELON CORP1.1K shares112.80%2025-12-312026-01-29history
EIX EDISON INTL783 shares866.67%2025-12-312026-01-29history
USB US BANCORP DEL876 shares750.49%2025-12-312026-01-29history
Sponsored
VLO VALERO ENERGY CORP287 shares149.57%2025-12-312026-01-29history
QTEC FIRST TR EXCHANGE-TRADED FD201 shares0.00%2025-12-312026-01-29history
ADBE ADOBE INC131 shares0.00%2025-12-312026-01-29history
MA MASTERCARD INCORPORATED80 shares-13.98%2025-12-312026-01-29history
RDVY FIRST TR EXCHANGE TRADED FD657 shares0.00%2025-12-312026-01-29history
HBAN HUNTINGTON BANCSHARES INC2.6K shares403.08%2025-12-312026-01-29history
SPTL SPDR SERIES TRUST1.7K shares4.33%2025-12-312026-01-29history
F FORD MTR CO3.4K sharesnew addition2025-12-312026-01-29history
Sponsored
OKE ONEOK INC NEW609 shares54.57%2025-12-312026-01-29history
TFJL INNOVATOR ETFS TRUST2.3K shares0.00%2025-12-312026-01-29history
KEY KEYCORP2.2K shares453.73%2025-12-312026-01-29history
ALPHABET INC ALPHABET INC141 shares25.89%2025-12-312026-01-29history
AMT AMERICAN TOWER CORP NEW246 shares37.43%2025-12-312026-01-29history
MAR MARRIOTT INTL INC NEW139 shares0.00%2025-12-312026-01-29history
AEP AMERICAN ELEC PWR CO INC369 shares223.68%2025-12-312026-01-29history
AIQ GLOBAL X FDS831 shares16.39%2025-12-312026-01-29history
Sponsored
SPYG SPDR SERIES TRUST395 shares56.75%2025-12-312026-01-29history
IJH ISHARES TR636 shares52.52%2025-12-312026-01-29history
TFC TRUIST FINL CORP843 shares2178.38%2025-12-312026-01-29history
FLRN SPDR SERIES TRUST1.3K shares11141.67%2025-12-312026-01-29history
UNH UNITEDHEALTH GROUP INC125 shares-10.07%2025-12-312026-01-29history
CDW CDW CORP302 shares0.00%2025-12-312026-01-29history
VIG VANGUARD SPECIALIZED FUNDS186 shares0.00%2025-12-312026-01-29history
RF REGIONS FINANCIAL CORP NEW1.5K shares69.63%2025-12-312026-01-29history
Sponsored
ROE EA SERIES TRUST1.1K shares-1.65%2025-12-312026-01-29history
RGA REINSURANCE GRP OF AMERICA I195 shares-4.88%2025-12-312026-01-29history
IEFA ISHARES TR435 shares62.92%2025-12-312026-01-29history
VMBS VANGUARD SCOTTSDALE FDS824 shares-0.36%2025-12-312026-01-29history
MDY SPDR S&P MIDCAP 400 ETF TR64 shares0.00%2025-12-312026-01-29history
ADM ARCHER DANIELS MIDLAND CO657 shares672.94%2025-12-312026-01-29history
HON HONEYWELL INTL INC192 shares0.00%2025-12-312026-01-29history
CSCO CISCO SYS INC482 shares-12.52%2025-12-312026-01-29history
Sponsored
HOOD ROBINHOOD MKTS INC325 shares17.33%2025-12-312026-01-29history
EBF ENNIS INC2.0K shares0.00%2025-12-312026-01-29history
FDMO FIDELITY COVINGTON TRUST429 shares0.00%2025-12-312026-01-29history
BINC BLACKROCK ETF TRUST II672 shares25.84%2025-12-312026-01-29history
ORCL ORACLE CORP182 shares-15.35%2025-12-312026-01-29history
IWM ISHARES TR143 shares17.21%2025-12-312026-01-29history
PG PROCTER AND GAMBLE CO243 shares-17.91%2025-12-312026-01-29history
MPC MARATHON PETE CORP213 shares0.00%2025-12-312026-01-29history
Sponsored
FITB FIFTH THIRD BANCORP734 shares619.61%2025-12-312026-01-29history
FE FIRSTENERGY CORP766 shares507.94%2025-12-312026-01-29history
LECO LINCOLN ELEC HLDGS INC143 shares0.00%2025-12-312026-01-29history
GIS GENERAL MLS INC737 shares190.16%2025-12-312026-01-29history
WELL WELLTOWER INC184 shares-1.08%2025-12-312026-01-29history
HD HOME DEPOT INC98 shares-9.26%2025-12-312026-01-29history
VEU VANGUARD INTL EQUITY INDEX F459 shares-0.22%2025-12-312026-01-29history
GPC GENUINE PARTS CO274 shares426.92%2025-12-312026-01-29history
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VNQ VANGUARD INDEX FDS373 shares11.34%2025-12-312026-01-29history
CMS CMS ENERGY CORP467 shares653.23%2025-12-312026-01-29history
XLF SELECT SECTOR SPDR TR588 shares0.00%2025-12-312026-01-29history
FXL FIRST TR EXCHANGE TRADED FD190 shares0.00%2025-12-312026-01-29history
HYI WESTERN ASSET HIGH YIELD OPP2.9K shares3.37%2025-12-312026-01-29history
LAZARD INC LAZARD INC651 sharesnew addition2025-12-312026-01-29history
USIG ISHARES TR604 shares0.33%2025-12-312026-01-29history
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GEV GE VERNOVA INC48 shares-5.88%2025-12-312026-01-29history
TMUS T-MOBILE US INC152 shares0.00%2025-12-312026-01-29history
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ORI OLD REP INTL CORP673 sharesnew addition2025-12-312026-01-29history
PFG PRINCIPAL FINANCIAL GROUP IN346 shares343.59%2025-12-312026-01-29history
COWZ PACER FDS TR506 shares0.00%2025-12-312026-01-29history
NEE NEXTERA ENERGY INC379 shares135.40%2025-12-312026-01-29history
FBNC FIRST BANCORP N C590 shares-7.96%2025-12-312026-01-29history
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ES EVERSOURCE ENERGY445 sharesnew addition2025-12-312026-01-29history
FIIG FIRST TR EXCHANGE-TRADED FD1.4K shares0.00%2025-12-312026-01-29history
MS MORGAN STANLEY166 shares0.00%2025-12-312026-01-29history
BBY BEST BUY INC441 shares239.23%2025-12-312026-01-29history
LTPZ PIMCO ETF TR567 shares4.81%2025-12-312026-01-29history
VPU VANGUARD WORLD FD158 shares0.00%2025-12-312026-01-29history
FIXD FIRST TR EXCHNG TRADED FD VI650 shares3.17%2025-12-312026-01-29history
BIL SPDR SERIES TRUST313 shares45.58%2025-12-312026-01-29history
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IRM IRON MTN INC DEL344 shares-16.71%2025-12-312026-01-29history
LGOV FIRST TR EXCHANGE-TRADED FD1.3K shares0.00%2025-12-312026-01-29history
XTEN BONDBLOXX ETF TRUST611 shares11.70%2025-12-312026-01-29history
IWB ISHARES TR75 shares0.00%2025-12-312026-01-29history
PEG PUBLIC SVC ENTERPRISE GRP IN347 shares250.51%2025-12-312026-01-29history
SLV ISHARES SILVER TR430 shares0.00%2025-12-312026-01-29history
BTI BRITISH AMERN TOB PLC486 shares-11.96%2025-12-312026-01-29history
VDE VANGUARD WORLD FD218 shares0.93%2025-12-312026-01-29history
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UUP INVESCO DB US DLR INDEX TR1.0K shares0.00%2025-12-312026-01-29history
SHLD GLOBAL X FDS420 shares21.39%2025-12-312026-01-29history
TJX TJX COS INC NEW176 shares0.00%2025-12-312026-01-29history
IQV IQVIA HLDGS INC120 shares0.00%2025-12-312026-01-29history
BUNGE GLOBAL SA BUNGE GLOBAL SA303 sharesnew addition2025-12-312026-01-29history
ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND99 shares-2.94%2025-12-312026-01-29history
DAL DELTA AIR LINES INC DEL381 shares12.06%2025-12-312026-01-29history
DTE DTE ENERGY CO205 shares754.17%2025-12-312026-01-29history
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QQQM INVESCO EXCH TRADED FD TR II104 shares0.00%2025-12-312026-01-29history
SWKS SKYWORKS SOLUTIONS INC412 shares488.57%2025-12-312026-01-29history
GSLC GOLDMAN SACHS ETF TR197 sharesnew addition2025-12-312026-01-29history
BSV VANGUARD BD INDEX FDS327 shares0.00%2025-12-312026-01-29history
AVY AVERY DENNISON CORP140 shares0.00%2025-12-312026-01-29history
FXH FIRST TR EXCHANGE TRADED FD223 shares0.00%2025-12-312026-01-29history
TKR TIMKEN CO300 shares0.00%2025-12-312026-01-29history
UTG REAVES UTIL INCOME FD687 shares0.00%2025-12-312026-01-29history
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ARCC ARES CAPITAL CORP1.2K shares0.00%2025-12-312026-01-29history
WEC ENERGY GROUP INC WEC ENERGY GROUP INC230 shares4500.00%2025-12-312026-01-29history
MAIN MAIN STR CAP CORP400 shares0.00%2025-12-312026-01-29history
PKG PACKAGING CORP AMER117 shares0.00%2025-12-312026-01-29history
PNW PINNACLE WEST CAP CORP272 sharesnew addition2025-12-312026-01-29history
SPD SIMPLIFY EXCHANGE TRADED FUN598 shares2.57%2025-12-312026-01-29history
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PLTR PALANTIR TECHNOLOGIES INC132 shares1000.00%2025-12-312026-01-29history
VWO VANGUARD INTL EQUITY INDEX F435 shares0.00%2025-12-312026-01-29history
IP INTERNATIONAL PAPER CO593 shares1420.51%2025-12-312026-01-29history
SPEM SPDR INDEX SHS FDS498 shares271.64%2025-12-312026-01-29history
FDT FIRST TR EXCH TRD ALPHDX FD292 shares0.00%2025-12-312026-01-29history
NUE NUCOR CORP142 shares0.00%2025-12-312026-01-29history
BOND PIMCO ETF TR246 shares0.00%2025-12-312026-01-29history
JEPI J P MORGAN EXCHANGE TRADED F400 shares0.00%2025-12-312026-01-29history
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RCL ROYAL CARIBBEAN GROUP82 shares0.00%2025-12-312026-01-29history
MGK VANGUARD WORLD FD55 shares0.00%2025-12-312026-01-29history
AVIG AMERICAN CENTY ETF TR538 shares-7.40%2025-12-312026-01-29history
SPYC SIMPLIFY EXCHANGE TRADED FUN520 shares2.97%2025-12-312026-01-29history
O REALTY INCOME CORP393 shares-0.25%2025-12-312026-01-29history
LMBS FIRST TR EXCHANGE-TRADED FD442 shares-23.40%2025-12-312026-01-29history
CARY ANGEL OAK FUNDS TRUST1.1K shares0.00%2025-12-312026-01-29history
FVD FIRST TR EXCHANGE-TRADED FD471 shares0.00%2025-12-312026-01-29history
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SMH VANECK ETF TRUST60 shares0.00%2025-12-312026-01-29history
SCHX SCHWAB STRATEGIC TR799 sharesnew addition2025-12-312026-01-29history
ENB ENBRIDGE INC449 shares-14.15%2025-12-312026-01-29history
PPA INVESCO EXCHANGE TRADED FD T135 shares0.00%2025-12-312026-01-29history
IMCG ISHARES TR263 sharesnew addition2025-12-312026-01-29history
FSIG FIRST TR EXCHANGE-TRADED FD1.1K shares0.00%2025-12-312026-01-29history
OCTZ ELEVATION SERIES TRUST484 sharesnew addition2025-12-312026-01-29history
ESGU ISHARES TR137 shares0.00%2025-12-312026-01-29history
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FNF FIDELITY NATIONAL FINANCIAL373 shares130.25%2025-12-312026-01-29history
SPDR SERIES TRUST SPDR SERIES TRUST209 shares-5.00%2025-12-312026-01-29history
ROUS LATTICE STRATEGIES TR350 shares0.00%2025-12-312026-01-29history
XLY SELECT SECTOR SPDR TR168 shares100.00%2025-12-312026-01-29history
TYA SIMPLIFY EXCHANGE TRADED FUN1.5K shares-63.72%2025-12-312026-01-29history
SPUC SIMPLIFY EXCHANGE TRADED FUN428 sharesnew addition2025-12-312026-01-29history
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PEP PEPSICO INC136 shares-23.60%2025-12-312026-01-29history
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SCHG SCHWAB STRATEGIC TR591 shares-70.93%2025-12-312026-01-29history
NRG NRG ENERGY INC120 shares0.00%2025-12-312026-01-29history
PDP INVESCO EXCHANGE TRADED FD T164 shares-10.87%2025-12-312026-01-29history
STWD STARWOOD PPTY TR INC1.1K shares-8.29%2025-12-312026-01-29history
MET METLIFE INC239 shares-14.34%2025-12-312026-01-29history
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GWX SPDR INDEX SHS FDS456 shares50.00%2025-12-312026-01-29history
MDLZ MONDELEZ INTL INC344 shares0.00%2025-12-312026-01-29history
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FTCS FIRST TR EXCHANGE-TRADED FD200 shares0.00%2025-12-312026-01-29history
IWO ISHARES TR57 shares1.79%2025-12-312026-01-29history
EMB ISHARES TR185 shares39.10%2025-12-312026-01-29history
GOVT ISHARES TR769 shares-1.03%2025-12-312026-01-29history
BABA ALIBABA GROUP HLDG LTD120 shares0.00%2025-12-312026-01-29history
SPMO INVESCO EXCH TRADED FD TR II146 sharesnew addition2025-12-312026-01-29history
CRM SALESFORCE INC66 shares-10.81%2025-12-312026-01-29history
COLB COLUMBIA BKG SYS INC618 shares0.00%2025-12-312026-01-29history
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ADI ANALOG DEVICES INC61 shares15.09%2025-12-312026-01-29history
CNP CENTERPOINT ENERGY INC432 shares-0.23%2025-12-312026-01-29history
TMO THERMO FISHER SCIENTIFIC INC29 shares0.00%2025-12-312026-01-29history
BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD1.1K sharesnew addition2025-12-312026-01-29history
TSCO TRACTOR SUPPLY CO320 shares0.00%2025-12-312026-01-29history
DBMF LITMAN GREGORY FDS TR569 shares0.00%2025-12-312026-01-29history
CROWN CASTLE INC CROWN CASTLE INC179 shares-4.79%2025-12-312026-01-29history
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TMSL T ROWE PRICE ETF INC440 shares-2.87%2025-12-312026-01-29history
BIDU BAIDU INC120 shares0.00%2025-12-312026-01-29history
VGIT VANGUARD SCOTTSDALE FDS260 shares0.00%2025-12-312026-01-29history
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EFA ISHARES TR157 shares-1.26%2025-12-312026-01-29history
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SYY SYSCO CORP204 shares-1.45%2025-12-312026-01-29history
XLV SELECT SECTOR SPDR TR96 shares0.00%2025-12-312026-01-29history
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ICE INTERCONTINENTAL EXCHANGE IN90 shares0.00%2025-12-312026-01-29history
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CTSH COGNIZANT TECHNOLOGY SOLUTIO170 shares136.11%2025-12-312026-01-29history
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APP APPLOVIN CORP20 shares5.26%2025-12-312026-01-29history
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GBTC GRAYSCALE BITCOIN TRUST ETF198 shares0.00%2025-12-312026-01-29history
SHV ISHARES TR121 shares-87.59%2025-12-312026-01-29history
SGRT TIDAL TRUST I534 shares0.00%2025-12-312026-01-29history
CM CANADIAN IMPERIAL BANK OF CO147 shares-1.34%2025-12-312026-01-29history
UBER UBER TECHNOLOGIES INC161 shares-17.01%2025-12-312026-01-29history
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GSK PLC GSK PLC257 shares-2.65%2025-12-312026-01-29history
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STERIS PLC STERIS PLC49 shares716.67%2025-12-312026-01-29history
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PPC PILGRIMS PRIDE CORP313 shares176.99%2025-12-312026-01-29history
LHX L3HARRIS TECHNOLOGIES INC41 shares-10.87%2025-12-312026-01-29history
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FTGS FIRST TR EXCHANGE-TRADED FD340 shares0.00%2025-12-312026-01-29history
SUPER MICRO COMPUTER INC SUPER MICRO COMPUTER INC406 shares-18.47%2025-12-312026-01-29history
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FMF FIRST TR EXCHANGE-TRADED FD247 shares0.00%2025-12-312026-01-29history
IEX IDEX CORP65 shares0.00%2025-12-312026-01-29history
XONE BONDBLOXX ETF TRUST231 shares58.22%2025-12-312026-01-29history
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AZN ASTRAZENECA PLC123 shares-24.07%2025-12-312026-01-29history
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TMHC TAYLOR MORRISON HOME CORP190 sharesnew addition2025-12-312026-01-29history
CERY SPDR SERIES TRUST390 shares70.31%2025-12-312026-01-29history
FAAR FIRST TR EXCHANGE TRAD FD VI403 shares0.00%2025-12-312026-01-29history
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NOW SERVICENOW INC70 shares400.00%2025-12-312026-01-29history
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RTX RTX CORPORATION59 shares37.21%2025-12-312026-01-29history
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MGV VANGUARD WORLD FD75 shares-2.60%2025-12-312026-01-29history
COEUR MNG INC COEUR MNG INC590 sharesnew addition2025-12-312026-01-29history
NATIONAL GRID PLC NATIONAL GRID PLC135 shares-25.00%2025-12-312026-01-29history
CSX CSX CORP288 shares-17.48%2025-12-312026-01-29history
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SJNK SPDR SERIES TRUST400 shares0.00%2025-12-312026-01-29history
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TSM TAIWAN SEMICONDUCTOR MFG LTD33 shares-23.26%2025-12-312026-01-29history
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EW EDWARDS LIFESCIENCES CORP116 shares0.00%2025-12-312026-01-29history
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AXON AXON ENTERPRISE INC17 shares-39.29%2025-12-312026-01-29history
SLB SLB LIMITED250 shares0.00%2025-12-312026-01-29history
CIBR FIRST TR EXCHANGE TRADED FD134 shares0.00%2025-12-312026-01-29history
ARKF ARK ETF TR200 shares-50.00%2025-12-312026-01-29history
YUM YUM BRANDS INC63 shares0.00%2025-12-312026-01-29history
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FNX FIRST TR EXCHANGE-TRADED ALP75 shares0.00%2025-12-312026-01-29history
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ETR ENTERGY CORP NEW99 shares0.00%2025-12-312026-01-29history
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ATO ATMOS ENERGY CORP52 shares0.00%2025-12-312026-01-29history
KR KROGER CO137 shares0.00%2025-12-312026-01-29history
BP BP PLC245 shares-0.81%2025-12-312026-01-29history
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FXR FIRST TR EXCHANGE TRADED FD104 shares0.00%2025-12-312026-01-29history
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HIMU BLACKROCK ETF TRUST II167 shares0.00%2025-12-312026-01-29history
BWA BORGWARNER INC179 shares-0.56%2025-12-312026-01-29history
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REET ISHARES TR308 shares18.01%2025-12-312026-01-29history
ITW ILLINOIS TOOL WKS INC30 shares0.00%2025-12-312026-01-29history
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HP INC HP INC326 shares-7.65%2025-12-312026-01-29history
TXN TEXAS INSTRS INC42 shares5.00%2025-12-312026-01-29history
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PREF PRINCIPAL EXCHANGE TRADED FD373 shares0.00%2025-12-312026-01-29history
ALPS ETF TR ALPS ETF TR123 shares-2.38%2025-12-312026-01-29history
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PAYX PAYCHEX INC62 shares10.71%2025-12-312026-01-29history
TOTALENERGIES SE TOTALENERGIES SE106 sharesnew addition2025-12-312026-01-29history
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SPMD SPDR SERIES TRUST117 shares515.79%2025-12-312026-01-29history
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AMAT APPLIED MATLS INC25 shares0.00%2025-12-312026-01-29history
FPE FIRST TR EXCH TRADED FD III351 shares0.00%2025-12-312026-01-29history
KDP KEURIG DR PEPPER INC224 shares0.00%2025-12-312026-01-29history
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MEDTRONIC PLC MEDTRONIC PLC64 shares-21.95%2025-12-312026-01-29history
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INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T32 shares-8.57%2025-12-312026-01-29history
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VODAFONE GROUP PLC NEW VODAFONE GROUP PLC NEW452 shares-0.66%2025-12-312026-01-29history
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OXY OCCIDENTAL PETE CORP143 shares-0.69%2025-12-312026-01-29history
SNX TD SYNNEX CORPORATION39 shares18.18%2025-12-312026-01-29history
TS TENARIS S A150 shares0.00%2025-12-312026-01-29history
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GEHC GE HEALTHCARE TECHNOLOGIES I67 shares0.00%2025-12-312026-01-29history
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LQD ISHARES TR49 shares-3.92%2025-12-312026-01-29history
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UNILEVER PLC UNILEVER PLC75 sharesnew addition2025-12-312026-01-29history
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Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available