The Analysis of Regal Investment Advisors LLC's Holdings
Currently, Regal Investment Advisors LLC holds 516 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in OEF (+19.6K shares, valued at $6.5M), BDYN (+240.1K shares, valued at $6.1M), DGRW (+64.5K shares, valued at $5.7M); decreased their positions in PFF (-179.1K shares, valued at $5.7M), VCLT (-69.7K shares, valued at $5.4M), QUAL (-23.2K shares, valued at $4.5M); initiated new positions in BDYN (+240.1K shares, valued at $6.1M), DGRW (+64.5K shares, valued at $5.7M), IGSB (+96.3K shares, valued at $5.1M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR118.9K shares5.66%2025-09-302025-11-13
QQQ INVESCO QQQ TR62.9K shares1.52%2025-09-302025-11-13 AAPL APPLE INC127.9K shares3.10%2025-09-302025-11-13 SPY SPDR S&P 500 ETF TR47.5K shares3.27%2025-09-302025-11-13 SCHD SCHWAB STRATEGIC TR1.0M shares0.73%2025-09-302025-11-13 MSFT MICROSOFT CORP52.9K shares2.55%2025-09-302025-11-13 LQD ISHARES TR225.0K shares7.54%2025-09-302025-11-13 FTCS FIRST TR EXCHANGE-TRADED FD262.2K shares1.53%2025-09-302025-11-13 VUG VANGUARD INDEX FDS48.8K shares2.72%2025-09-302025-11-13 NVDA NVIDIA CORPORATION125.2K shares8.50%2025-09-302025-11-13 IUSB ISHARES TR388.9K shares-8.73%2025-09-302025-11-13 VEA VANGUARD TAX-MANAGED FDS292.7K shares4.09%2025-09-302025-11-13 ABBV ABBVIE INC71.1K shares-9.71%2025-09-302025-11-13 DYNF BLACKROCK ETF TRUST271.4K shares25.38%2025-09-302025-11-13 IVW ISHARES TR132.3K shares1.58%2025-09-302025-11-13 OEF ISHARES TR45.0K shares77.23%2025-09-302025-11-13 IJR ISHARES TR119.1K shares-1.14%2025-09-302025-11-13 QUAL ISHARES TR72.5K shares-24.24%2025-09-302025-11-13 JNJ JOHNSON & JOHNSON71.9K shares1.16%2025-09-302025-11-13 GSLC GOLDMAN SACHS ETF TR100.0K shares-3.50%2025-09-302025-11-13 IVE ISHARES TR62.2K shares9.99%2025-09-302025-11-13 EFV ISHARES TR188.6K shares-12.69%2025-09-302025-11-13 VYMI VANGUARD WHITEHALL FDS148.6K shares23.68%2025-09-302025-11-13 VWO VANGUARD INTL EQUITY INDEX F226.7K shares2.62%2025-09-302025-11-13 IEFA ISHARES TR140.5K shares12.74%2025-09-302025-11-13 VIG VANGUARD SPECIALIZED FUNDS56.5K shares4.26%2025-09-302025-11-13 IEMG ISHARES INC184.2K shares22.63%2025-09-302025-11-13 VTI VANGUARD INDEX FDS36.1K shares9.56%2025-09-302025-11-13 PG PROCTER AND GAMBLE CO73.5K shares-1.01%2025-09-302025-11-13 VOO VANGUARD INDEX FDS18.2K shares12.82%2025-09-302025-11-13 PWB INVESCO EXCHANGE TRADED FD T87.5K shares-0.44%2025-09-302025-11-13 FV FIRST TR EXCHANGE TRADED FD166.5K shares0.04%2025-09-302025-11-13 MO ALTRIA GROUP INC145.7K shares-4.60%2025-09-302025-11-13 BUFR FIRST TR EXCHNG TRADED FD VI284.2K shares8.11%2025-09-302025-11-13 T AT&T INC328.6K shares14.71%2025-09-302025-11-13 MUB ISHARES TR85.9K shares7.38%2025-09-302025-11-13 PFE PFIZER INC349.9K shares11.59%2025-09-302025-11-13 EMR EMERSON ELEC CO67.9K shares6.56%2025-09-302025-11-13 TLH ISHARES TR86.5K shares18.60%2025-09-302025-11-13 PWV INVESCO EXCHANGE TRADED FD T133.4K shares1.26%2025-09-302025-11-13 MDT MEDTRONIC PLC90.9K shares-0.04%2025-09-302025-11-13 AMZN AMAZON COM INC39.4K shares5.82%2025-09-302025-11-13 CVX CHEVRON CORP NEW55.6K shares2.98%2025-09-302025-11-13 IBM INTERNATIONAL BUSINESS MACHS29.8K shares29.00%2025-09-302025-11-13 VZ VERIZON COMMUNICATIONS INC187.3K shares8.65%2025-09-302025-11-13 AGG ISHARES TR82.0K shares14.91%2025-09-302025-11-13 VOE VANGUARD INDEX FDS45.5K shares11.18%2025-09-302025-11-13 IJH ISHARES TR120.2K shares10.73%2025-09-302025-11-13 DIVO AMPLIFY ETF TR175.1K shares18.69%2025-09-302025-11-13 VOT VANGUARD INDEX FDS26.4K shares-0.58%2025-09-302025-11-13 PRFZ INVESCO EXCHANGE TRADED FD T170.9K shares1.95%2025-09-302025-11-13 GTO INVESCO ACTIVELY MANAGED EXC158.2K shares2.29%2025-09-302025-11-13 PFF ISHARES TR231.6K shares-43.61%2025-09-302025-11-13 XLK SELECT SECTOR SPDR TR25.9K shares63.63%2025-09-302025-11-13 FDN FIRST TR EXCHANGE-TRADED FD26.0K shares0.49%2025-09-302025-11-13 WMT WALMART INC68.6K shares8.26%2025-09-302025-11-13 MBB ISHARES TR72.0K shares1.88%2025-09-302025-11-13 BSV VANGUARD BD INDEX FDS85.7K shares8.23%2025-09-302025-11-13 GLD SPDR GOLD TR19.0K shares2.66%2025-09-302025-11-13 AFL AFLAC INC60.4K shares-5.49%2025-09-302025-11-13 EEM ISHARES TR122.4K shares1.27%2025-09-302025-11-13 KO COCA COLA CO95.3K shares23.91%2025-09-302025-11-13 XLU SELECT SECTOR SPDR TR71.0K shares11.77%2025-09-302025-11-13 MCD MCDONALDS CORP20.3K shares1.07%2025-09-302025-11-13 VRIG INVESCO ACTIVELY MANAGED EXC244.4K shares116.43%2025-09-302025-11-13 BAI BLACKROCK ETF TRUST178.1K shares148.67%2025-09-302025-11-13 BDYN BLACKROCK ETF TRUST240.1K sharesnew addition2025-09-302025-11-13 VNQ VANGUARD INDEX FDS66.1K shares0.86%2025-09-302025-11-13 XLF SELECT SECTOR SPDR TR111.6K shares39.39%2025-09-302025-11-13 THRO BLACKROCK ETF TRUST158.7K shares6.72%2025-09-302025-11-13 GOOG ALPHABET INC24.0K shares-13.94%2025-09-302025-11-13 SCHG SCHWAB STRATEGIC TR183.1K shares9.06%2025-09-302025-11-13 DGRW WISDOMTREE TR64.5K sharesnew addition2025-09-302025-11-13 CINF CINCINNATI FINL CORP35.6K shares13.04%2025-09-302025-11-13 MTUM ISHARES TR20.9K shares27.63%2025-09-302025-11-13 DUK DUKE ENERGY CORP NEW42.4K shares47.86%2025-09-302025-11-13 GOOGL ALPHABET INC21.3K shares13.49%2025-09-302025-11-13 IGSB ISHARES TR96.3K sharesnew addition2025-09-302025-11-13 FLTR VANECK ETF TRUST199.2K shares-5.53%2025-09-302025-11-13 FAUG FIRST TR EXCHNG TRADED FD VI97.8K shares-6.29%2025-09-302025-11-13 BRK.B BERKSHIRE HATHAWAY INC DEL10.0K shares4.56%2025-09-302025-11-13 IVOL KRANESHARES TRUST258.2K shares-7.00%2025-09-302025-11-13 COST COSTCO WHSL CORP NEW5.3K shares0.59%2025-09-302025-11-13 XOM EXXON MOBIL CORP42.4K shares37.36%2025-09-302025-11-13 FLOT ISHARES TR93.6K shares2.92%2025-09-302025-11-13 JPM JPMORGAN CHASE & CO.15.1K shares4.73%2025-09-302025-11-13 MU MICRON TECHNOLOGY INC28.3K shares-0.42%2025-09-302025-11-13 CSCO CISCO SYS INC66.6K shares-1.77%2025-09-302025-11-13 VBR VANGUARD INDEX FDS21.8K shares21.33%2025-09-302025-11-13 AVGO BROADCOM INC13.5K shares-1.31%2025-09-302025-11-13 VTIP VANGUARD MALVERN FDS86.1K shares316.54%2025-09-302025-11-13 WM WASTE MGMT INC DEL19.7K shares3.70%2025-09-302025-11-13 VO VANGUARD INDEX FDS14.8K shares0.28%2025-09-302025-11-13 BINC BLACKROCK ETF TRUST II80.7K shares26.60%2025-09-302025-11-13 B BARRICK MNG CORP130.2K shares-24.76%2025-09-302025-11-13 TOL TOLL BROTHERS INC30.2K shares-2.45%2025-09-302025-11-13 IAU ISHARES GOLD TR57.1K shares58.55%2025-09-302025-11-13 FFEB FIRST TR EXCHNG TRADED FD VI74.9K shares1044.17%2025-09-302025-11-13 HEFA ISHARES TR103.9K shares3.57%2025-09-302025-11-13 FLTB FIDELITY MERRIMACK STR TR80.9K shares2.85%2025-09-302025-11-13 GSIE GOLDMAN SACHS ETF TR98.7K shares-2.40%2025-09-302025-11-13 VWOB VANGUARD WHITEHALL FDS60.2K shares5.75%2025-09-302025-11-13 VSS VANGUARD INTL EQUITY INDEX F28.1K shares14.06%2025-09-302025-11-13 JNK SPDR SERIES TRUST40.6K shares5.34%2025-09-302025-11-13 BDVL BLACKROCK ETF TRUST156.1K sharesnew addition2025-09-302025-11-13 TGT TARGET CORP43.2K shares1.77%2025-09-302025-11-13 RPRX ROYALTY PHARMA PLC109.7K shares18.07%2025-09-302025-11-13 ULTA ULTA BEAUTY INC7.1K shares-0.30%2025-09-302025-11-13 PEP PEPSICO INC27.2K shares28.22%2025-09-302025-11-13 DEM WISDOMTREE TR82.3K shares188.34%2025-09-302025-11-13 LZB LA Z BOY INC109.9K shares0.00%2025-09-302025-11-13 SPYM SPDR SERIES TRUST47.7K shares113.23%2025-09-302025-11-13 VXF VANGUARD INDEX FDS17.3K shares-4.44%2025-09-302025-11-13 IAGG ISHARES TR69.9K shares11.50%2025-09-302025-11-13 EOG EOG RES INC31.8K shares11.07%2025-09-302025-11-13 GOVT ISHARES TR152.6K shares2.90%2025-09-302025-11-13 ELV ELEVANCE HEALTH INC FORMERLY10.8K sharesnew addition2025-09-302025-11-13 XLE SELECT SECTOR SPDR TR39.0K shares22.55%2025-09-302025-11-13 FIS FIDELITY NATL INFORMATION SV52.2K shares-0.96%2025-09-302025-11-13 AEP AMERICAN ELEC PWR CO INC30.5K shares0.39%2025-09-302025-11-13 IWC ISHARES TR23.0K shares-1.33%2025-09-302025-11-13 STIP ISHARES TR32.6K shares338.53%2025-09-302025-11-13 BLDR BUILDERS FIRSTSOURCE INC27.8K shares-0.47%2025-09-302025-11-13 META META PLATFORMS INC4.5K shares13.43%2025-09-302025-11-13 FYX FIRST TR EXCHANGE-TRADED ALP30.6K shares-1.05%2025-09-302025-11-13 IWF ISHARES TR7.1K shares24.47%2025-09-302025-11-13 FANG DIAMONDBACK ENERGY INC22.9K shares10.58%2025-09-302025-11-13 GHYB GOLDMAN SACHS ETF TR70.6K shares-5.73%2025-09-302025-11-13 ED CONSOLIDATED EDISON INC32.0K shares1.97%2025-09-302025-11-13 SMH VANECK ETF TRUST9.8K shares68.74%2025-09-302025-11-13 SHY ISHARES TR38.4K shares-0.19%2025-09-302025-11-13 IYW ISHARES TR15.9K shares-56.80%2025-09-302025-11-13 TRPA HARTFORD FDS EXCHANGE TRADED79.1K sharesnew addition2025-09-302025-11-13 SLB SCHLUMBERGER LTD87.9K shares-1.29%2025-09-302025-11-13 VCIT VANGUARD SCOTTSDALE FDS35.7K shares4.16%2025-09-302025-11-13 ITA ISHARES TR14.1K sharesnew addition2025-09-302025-11-13 XLC SELECT SECTOR SPDR TR24.7K shares-17.66%2025-09-302025-11-13 ODFL OLD DOMINION FREIGHT LINE IN20.4K shares261.04%2025-09-302025-11-13 VB VANGUARD INDEX FDS11.3K shares-17.00%2025-09-302025-11-13 GNR SPDR INDEX SHS FDS48.0K shares-0.37%2025-09-302025-11-13 FXR FIRST TR EXCHANGE TRADED FD35.7K shares5.99%2025-09-302025-11-13 TSM TAIWAN SEMICONDUCTOR MFG LTD9.8K shares17.82%2025-09-302025-11-13 TDIV FIRST TR EXCHANGE TRADED FD27.8K shares0.30%2025-09-302025-11-13 GNRC GENERAC HLDGS INC16.4K shares-24.24%2025-09-302025-11-13 KMB KIMBERLY-CLARK CORP21.9K shares-1.70%2025-09-302025-11-13 CPAY CORPAY INC9.5K shares-2.35%2025-09-302025-11-13 SPMO INVESCO EXCH TRADED FD TR II22.2K sharesnew addition2025-09-302025-11-13 AMLP ALPS ETF TR57.1K shares0.09%2025-09-302025-11-13 SDVY FIRST TR EXCHANGE-TRADED FD69.2K shares105.88%2025-09-302025-11-13 QTEC FIRST TR EXCHANGE-TRADED FD11.4K shares-10.17%2025-09-302025-11-13 ESGU ISHARES TR17.7K shares19.34%2025-09-302025-11-13 CME CME GROUP INC9.3K shares-2.66%2025-09-302025-11-13 XLP SELECT SECTOR SPDR TR31.7K shares4.45%2025-09-302025-11-13 ADP AUTOMATIC DATA PROCESSING IN8.4K shares-4.53%2025-09-302025-11-13 GDX VANECK ETF TRUST32.1K shares23.16%2025-09-302025-11-13 USMV ISHARES TR25.7K shares2.14%2025-09-302025-11-13 JEPI J P MORGAN EXCHANGE TRADED F42.6K shares0.38%2025-09-302025-11-13 FTA FIRST TR EXCHANGE-TRADED ALP29.0K shares-1.69%2025-09-302025-11-13 IUSV ISHARES TR23.9K shares0.16%2025-09-302025-11-13 EMB ISHARES TR24.9K shares10.44%2025-09-302025-11-13 MGK VANGUARD WORLD FD5.9K shares-0.51%2025-09-302025-11-13 QQQE DIREXION SHS ETF TR23.1K shares11.53%2025-09-302025-11-13 RLY SSGA ACTIVE ETF TR75.3K shares-3.91%2025-09-302025-11-13 KMI KINDER MORGAN INC DEL79.8K shares4.87%2025-09-302025-11-13 XLI SELECT SECTOR SPDR TR14.7K shares31.81%2025-09-302025-11-13 SCHV SCHWAB STRATEGIC TR76.9K shares12.14%2025-09-302025-11-13 EQWL INVESCO EXCHANGE TRADED FD T19.1K sharesnew addition2025-09-302025-11-13 CLX CLOROX CO DEL17.7K shares-3.93%2025-09-302025-11-13 VTV VANGUARD INDEX FDS11.7K shares38.29%2025-09-302025-11-13 BAC BANK AMERICA CORP42.1K shares3.79%2025-09-302025-11-13 SPYD SPDR SERIES TRUST48.4K shares0.05%2025-09-302025-11-13 LLY ELI LILLY & CO2.8K shares9.96%2025-09-302025-11-13 SHM SPDR SERIES TRUST43.5K shares4.25%2025-09-302025-11-13 HD HOME DEPOT INC5.1K shares5.00%2025-09-302025-11-13 RSP INVESCO EXCHANGE TRADED FD T10.7K shares13.98%2025-09-302025-11-13 VYM VANGUARD WHITEHALL FDS14.3K shares1.13%2025-09-302025-11-13 XLV SELECT SECTOR SPDR TR14.5K shares4.99%2025-09-302025-11-13 SO SOUTHERN CO21.2K shares6.17%2025-09-302025-11-13 GSUS GOLDMAN SACHS ETF TR21.7K shares-6.01%2025-09-302025-11-13 VXUS VANGUARD STAR FDS27.1K shares31.09%2025-09-302025-11-13 SCZ ISHARES TR25.7K shares6.44%2025-09-302025-11-13 CEG CONSTELLATION ENERGY CORP5.8K shares7.53%2025-09-302025-11-13 JPIE J P MORGAN EXCHANGE TRADED F41.3K shares25.93%2025-09-302025-11-13 TSLA TESLA INC4.3K shares33.95%2025-09-302025-11-13 ETR ENTERGY CORP NEW20.4K shares78.43%2025-09-302025-11-13 ORCL ORACLE CORP6.7K shares44.94%2025-09-302025-11-13 TCAF T ROWE PRICE ETF INC49.6K shares0.00%2025-09-302025-11-13 LCTU BLACKROCK ETF TRUST25.4K shares-1.91%2025-09-302025-11-13 HDV ISHARES TR14.9K shares-0.42%2025-09-302025-11-13 LRCX LAM RESEARCH CORP13.3K shares0.26%2025-09-302025-11-13 AAAU GOLDMAN SACHS PHYSICAL GOLD46.6K shares-3.62%2025-09-302025-11-13 ON ON SEMICONDUCTOR CORP35.9K shares-3.63%2025-09-302025-11-13 VTEB VANGUARD MUN BD FDS35.3K shares-3.43%2025-09-302025-11-13 MA MASTERCARD INCORPORATED3.1K shares4.08%2025-09-302025-11-13 SPYG SPDR SERIES TRUST16.8K shares-0.42%2025-09-302025-11-13 CRWD CROWDSTRIKE HLDGS INC3.6K shares6.19%2025-09-302025-11-13 VMBS VANGUARD SCOTTSDALE FDS37.1K shares-5.94%2025-09-302025-11-13 LOW LOWES COS INC6.9K shares5.14%2025-09-302025-11-13 EWX SPDR INDEX SHS FDS25.5K shares-0.18%2025-09-302025-11-13 GPIQ GOLDMAN SACHS ETF TR31.9K shares20.54%2025-09-302025-11-13 IJT ISHARES TR11.6K shares9.60%2025-09-302025-11-13 IEUR ISHARES TR24.1K shares7.44%2025-09-302025-11-13 DVY ISHARES TR11.3K shares-1.24%2025-09-302025-11-13 XLY SELECT SECTOR SPDR TR6.7K shares109.13%2025-09-302025-11-13 ABT ABBOTT LABS11.8K shares33.88%2025-09-302025-11-13 GIGB GOLDMAN SACHS ETF TR33.6K shares-4.44%2025-09-302025-11-13 EFG ISHARES TR13.6K shares-72.95%2025-09-302025-11-13 EFA ISHARES TR16.5K shares13.93%2025-09-302025-11-13 UNH UNITEDHEALTH GROUP INC4.4K shares41.43%2025-09-302025-11-13 DIS DISNEY WALT CO13.0K shares-0.70%2025-09-302025-11-13 VGT VANGUARD WORLD FD2.0K shares6.85%2025-09-302025-11-13 V VISA INC4.2K shares11.37%2025-09-302025-11-13 MS MORGAN STANLEY9.1K shares-6.34%2025-09-302025-11-13 XYLD GLOBAL X FDS35.9K shares17.47%2025-09-302025-11-13 MP MP MATERIALS CORP20.9K shares-28.98%2025-09-302025-11-13 IWD ISHARES TR6.9K shares87.66%2025-09-302025-11-13 ACIO ETF SER SOLUTIONS31.4K sharesnew addition2025-09-302025-11-13 PRU PRUDENTIAL FINL INC13.0K shares-0.66%2025-09-302025-11-13 AMGN AMGEN INC4.8K shares3.89%2025-09-302025-11-13 DSI ISHARES TR10.7K shares-1.48%2025-09-302025-11-13 CBOE CBOE GLOBAL MKTS INC5.4K shares-5.16%2025-09-302025-11-13 AMD ADVANCED MICRO DEVICES INC8.1K shares6.32%2025-09-302025-11-13 FDIS FIDELITY COVINGTON TRUST12.6K shares-31.50%2025-09-302025-11-13 BF.B BROWN FORMAN CORP46.2K shares-1.96%2025-09-302025-11-13 FFLC FIDELITY COVINGTON TRUST24.1K sharesnew addition2025-09-302025-11-13 FTHI FIRST TR EXCHANGE TRADED FD52.7K shares21.12%2025-09-302025-11-13 APH AMPHENOL CORP NEW10.0K shares-3.97%2025-09-302025-11-13 ALNY ALNYLAM PHARMACEUTICALS INC2.7K shares-7.02%2025-09-302025-11-13 VBK VANGUARD INDEX FDS4.1K shares35.50%2025-09-302025-11-13 ACN ACCENTURE PLC IRELAND4.9K shares1.06%2025-09-302025-11-13 RSG REPUBLIC SVCS INC5.3K shares0.36%2025-09-302025-11-13 IWM ISHARES TR5.0K shares3.43%2025-09-302025-11-13 SPGI S&P GLOBAL INC2.5K shares1.87%2025-09-302025-11-13 VNQI VANGUARD INTL EQUITY INDEX F24.6K shares0.76%2025-09-302025-11-13 HYMB SPDR SERIES TRUST46.9K shares-12.14%2025-09-302025-11-13 SHW SHERWIN WILLIAMS CO3.4K shares92.41%2025-09-302025-11-13 IMCG ISHARES TR14.1K shares7.98%2025-09-302025-11-13 EXPE EXPEDIA GROUP INC5.4K shares4.51%2025-09-302025-11-13 QMAR FIRST TR EXCHNG TRADED FD VI35.7K shares0.00%2025-09-302025-11-13 FXU FIRST TR EXCHANGE TRADED FD25.2K shares188.55%2025-09-302025-11-13 IDV ISHARES TR31.2K shares-0.14%2025-09-302025-11-13 AIRR FIRST TR EXCHANGE TRADED FD11.8K sharesnew addition2025-09-302025-11-13 FXO FIRST TR EXCHANGE TRADED FD19.2K shares0.00%2025-09-302025-11-13 DRSK ETF SER SOLUTIONS39.4K sharesnew addition2025-09-302025-11-13 TXN TEXAS INSTRS INC6.1K shares4.82%2025-09-302025-11-13 NOW SERVICENOW INC1.2K shares17.72%2025-09-302025-11-13 VOOV VANGUARD ADMIRAL FDS INC5.5K shares0.84%2025-09-302025-11-13 AMJB JPMORGAN CHASE FINL CO LLC37.1K shares0.12%2025-09-302025-11-13 NFLX NETFLIX INC907 shares3.42%2025-09-302025-11-13 COIN COINBASE GLOBAL INC3.2K shares10.45%2025-09-302025-11-13 FXG FIRST TR EXCHANGE TRADED FD17.2K shares0.00%2025-09-302025-11-13 SLV ISHARES SILVER TR25.4K shares-2.85%2025-09-302025-11-13 PSX PHILLIPS 667.9K shares5.57%2025-09-302025-11-13 ARKK ARK ETF TR12.4K shares79.29%2025-09-302025-11-13 LVHI LEGG MASON ETF INVT29.9K shares13.47%2025-09-302025-11-13 IJS ISHARES TR9.3K shares0.12%2025-09-302025-11-13 HEI HEICO CORP NEW3.2K shares7.49%2025-09-302025-11-13 ZETA ZETA GLOBAL HOLDINGS CORP51.4K shares-5.40%2025-09-302025-11-13 SYY SYSCO CORP12.2K shares-6.61%2025-09-302025-11-13 AON AON PLC2.8K shares0.61%2025-09-302025-11-13 ONEQ FIDELITY COMWLTH TR11.2K shares0.13%2025-09-302025-11-13 SPSM SPDR SERIES TRUST21.2K shares195.10%2025-09-302025-11-13 ORLY OREILLY AUTOMOTIVE INC9.1K shares18.12%2025-09-302025-11-13 NEE NEXTERA ENERGY INC12.9K sharesnew addition2025-09-302025-11-13 AJG GALLAGHER ARTHUR J & CO3.1K shares41.56%2025-09-302025-11-13 CYBR CYBERARK SOFTWARE LTD2.0K shares-23.03%2025-09-302025-11-13 KLAC KLA CORP891 shares9.73%2025-09-302025-11-13 SHV ISHARES TR8.7K shares-2.44%2025-09-302025-11-13 FDVV FIDELITY COVINGTON TRUST17.2K shares5.34%2025-09-302025-11-13 VRTX VERTEX PHARMACEUTICALS INC2.4K shares12.53%2025-09-302025-11-13 PM PHILIP MORRIS INTL INC5.9K shares10.42%2025-09-302025-11-13 MRK MERCK & CO INC11.1K shares5.42%2025-09-302025-11-13 HPE-PC HEWLETT PACKARD ENTERPRISE C13.7K shares4.70%2025-09-302025-11-13 BA BOEING CO4.3K shares11.78%2025-09-302025-11-13 MGEE MGE ENERGY INC11.0K shares0.56%2025-09-302025-11-13 SPG SIMON PPTY GROUP INC NEW4.9K shares-1.37%2025-09-302025-11-13 XONE BONDBLOXX ETF TRUST18.4K shares-15.38%2025-09-302025-11-13 JXN JACKSON FINANCIAL INC9.0K shares-2.54%2025-09-302025-11-13 GE GE AEROSPACE3.0K shares6.21%2025-09-302025-11-13 RDVI FIRST TR EXCHANGE-TRADED FD35.0K shares17.56%2025-09-302025-11-13 IWB ISHARES TR2.5K shares-3.04%2025-09-302025-11-13 BND VANGUARD BD INDEX FDS12.1K shares23.24%2025-09-302025-11-13 MET METLIFE INC10.8K shares-0.45%2025-09-302025-11-13 CASY CASEYS GEN STORES INC1.6K shares9.98%2025-09-302025-11-13 BX BLACKSTONE INC5.2K shares6.59%2025-09-302025-11-13 DIA SPDR DOW JONES INDL AVERAGE1.8K shares-0.05%2025-09-302025-11-13 IAK ISHARES TR6.3K sharesnew addition2025-09-302025-11-13 IEI ISHARES TR7.1K shares-5.73%2025-09-302025-11-13 SCHX SCHWAB STRATEGIC TR32.2K shares-1.47%2025-09-302025-11-13 HYDB ISHARES TR17.7K shares1.65%2025-09-302025-11-13 PI IMPINJ INC4.7K shares-4.08%2025-09-302025-11-13 F FORD MTR CO70.6K shares-30.69%2025-09-302025-11-13 FI FISERV INC6.5K shares15.54%2025-09-302025-11-13 USXF ISHARES TR14.5K shares-30.26%2025-09-302025-11-13 PLD PROLOGIS INC.7.3K shares7.53%2025-09-302025-11-13 TLT ISHARES TR9.2K shares-28.36%2025-09-302025-11-13 JBND J P MORGAN EXCHANGE TRADED F15.1K shares27.60%2025-09-302025-11-13 ADBE ADOBE INC2.3K shares4.70%2025-09-302025-11-13 WWD WOODWARD INC3.2K shares0.03%2025-09-302025-11-13 VEEV VEEVA SYS INC2.7K shares-5.78%2025-09-302025-11-13 ICSH ISHARES TR15.9K shares-0.49%2025-09-302025-11-13 PULS PGIM ETF TR16.1K shares0.51%2025-09-302025-11-13 DHR DANAHER CORPORATION4.0K shares-2.68%2025-09-302025-11-13 CPRT COPART INC17.6K shares41.53%2025-09-302025-11-13 CNA CNA FINL CORP17.0K shares22.06%2025-09-302025-11-13 HYGV FLEXSHARES TR19.1K shares7.60%2025-09-302025-11-13 PIO INVESCO EXCH TRADED FD TR II17.1K shares120.70%2025-09-302025-11-13 IYH ISHARES TR13.0K shares-4.80%2025-09-302025-11-13 MPC MARATHON PETE CORP4.0K shares2.64%2025-09-302025-11-13 IDUB ETF SER SOLUTIONS32.4K sharesnew addition2025-09-302025-11-13 KRYS KRYSTAL BIOTECH INC4.3K shares-2.66%2025-09-302025-11-13 QQXT FIRST TR EXCHANGE-TRADED FD7.7K sharesnew addition2025-09-302025-11-13 WEC WEC ENERGY GROUP INC6.6K shares87.92%2025-09-302025-11-13 RTX RTX CORPORATION4.5K shares5.43%2025-09-302025-11-13 MOAT VANECK ETF TRUST7.5K shares109.12%2025-09-302025-11-13 JPST J P MORGAN EXCHANGE TRADED F14.6K shares-10.17%2025-09-302025-11-13 GTLS CHART INDS INC3.7K shares-21.76%2025-09-302025-11-13 ICLO INVESCO ACTIVELY MANAGED EXC28.6K shares-0.18%2025-09-302025-11-13 SPHQ INVESCO EXCHANGE TRADED FD T9.8K shares159.50%2025-09-302025-11-13 DGRO ISHARES TR10.6K shares-56.91%2025-09-302025-11-13 EQIX EQUINIX INC897 sharesnew addition2025-09-302025-11-13 FIW FIRST TR EXCHANGE-TRADED FD6.1K shares29.75%2025-09-302025-11-13 CAT CATERPILLAR INC1.4K shares-14.25%2025-09-302025-11-13 BTI BRITISH AMERN TOB PLC12.8K shares-7.65%2025-09-302025-11-13 FXH FIRST TR EXCHANGE TRADED FD6.2K shares0.00%2025-09-302025-11-13 NTRA NATERA INC4.2K shares-0.31%2025-09-302025-11-13 ESGE ISHARES INC15.4K shares7.25%2025-09-302025-11-13 BNDX VANGUARD CHARLOTTE FDS13.5K shares30.68%2025-09-302025-11-13 XMMO INVESCO EXCHANGE TRADED FD T4.9K sharesnew addition2025-09-302025-11-13 QCOM QUALCOMM INC4.0K shares9.31%2025-09-302025-11-13 ITOT ISHARES TR4.5K shares-8.38%2025-09-302025-11-13 COP CONOCOPHILLIPS6.9K shares-0.12%2025-09-302025-11-13 TFLO ISHARES TR12.9K shares1.40%2025-09-302025-11-13 LEN.B LENNAR CORP5.4K shares6.12%2025-09-302025-11-13 GCOR GOLDMAN SACHS ETF TR15.5K shares-4.07%2025-09-302025-11-13 SPHY SPDR SERIES TRUST26.6K shares8.61%2025-09-302025-11-13 FXL FIRST TR EXCHANGE TRADED FD3.8K shares0.00%2025-09-302025-11-13 PDBC INVESCO ACTVELY MNGD ETC FD47.3K shares38.73%2025-09-302025-11-13 NLR VANECK ETF TRUST4.6K sharesnew addition2025-09-302025-11-13 TYL TYLER TECHNOLOGIES INC1.2K shares11.17%2025-09-302025-11-13 SGOV ISHARES TR6.2K sharesnew addition2025-09-302025-11-13 LUCK LUCKY STRIKE ENTERTAINMENT C60.6K shares-4.83%2025-09-302025-11-13 NKE NIKE INC8.8K shares2.37%2025-09-302025-11-13 TIP ISHARES TR5.5K shares0.95%2025-09-302025-11-13 NOBL PROSHARES TR5.9K shares-2.63%2025-09-302025-11-13 BLK BLACKROCK INC523 shares2.95%2025-09-302025-11-13 MBWM MERCANTILE BK CORP13.5K shares0.00%2025-09-302025-11-13 PANW PALO ALTO NETWORKS INC3.0K shares1.64%2025-09-302025-11-13 BFC BANK FIRST CORP5.0K shares0.00%2025-09-302025-11-13 VV VANGUARD INDEX FDS1.9K shares2.80%2025-09-302025-11-13 FEX FIRST TR EXCHANGE-TRADED ALP5.1K shares0.02%2025-09-302025-11-13 UPS UNITED PARCEL SERVICE INC7.1K shares1.63%2025-09-302025-11-13 EMLP FIRST TR EXCHANGE-TRADED FD15.2K shares0.00%2025-09-302025-11-13 DBEF DBX ETF TR12.5K sharesnew addition2025-09-302025-11-13 BSCQ INVESCO EXCH TRD SLF IDX FD29.0K shares-14.60%2025-09-302025-11-13 SBUX STARBUCKS CORP6.7K shares5.44%2025-09-302025-11-13 PLTR PALANTIR TECHNOLOGIES INC3.1K shares52.15%2025-09-302025-11-13 BIL SPDR SERIES TRUST6.1K shares-21.24%2025-09-302025-11-13 JVAL J P MORGAN EXCHANGE TRADED F11.8K sharesnew addition2025-09-302025-11-13 HUBS HUBSPOT INC1.2K shares-2.21%2025-09-302025-11-13 DEFR ETF SER SOLUTIONS21.2K sharesnew addition2025-09-302025-11-13 RIVN RIVIAN AUTOMOTIVE INC37.7K shares1.43%2025-09-302025-11-13 GEV GE VERNOVA INC895 shares-0.33%2025-09-302025-11-13 IYR ISHARES TR5.6K shares-2.64%2025-09-302025-11-13 CGCV CAPITAL GROUP CONSERVATIVE E18.1K shares0.01%2025-09-302025-11-13 VRSK VERISK ANALYTICS INC2.2K shares13.19%2025-09-302025-11-13 ADME ETF SER SOLUTIONS10.5K sharesnew addition2025-09-302025-11-13 UBER UBER TECHNOLOGIES INC5.4K shares23.86%2025-09-302025-11-13 SUSC ISHARES TR21.9K shares17.84%2025-09-302025-11-13 ITB ISHARES TR4.8K sharesnew addition2025-09-302025-11-13 MAGS LISTED FDS TR7.9K sharesnew addition2025-09-302025-11-13 AOA ISHARES TR5.8K shares0.78%2025-09-302025-11-13 IBTG ISHARES TR22.3K shares-15.51%2025-09-302025-11-13 SCHQ SCHWAB STRATEGIC TR15.7K shares-4.39%2025-09-302025-11-13 GSST GOLDMAN SACHS ETF TR10.0K shares-3.84%2025-09-302025-11-13 SCHF SCHWAB STRATEGIC TR21.5K shares-0.53%2025-09-302025-11-13 VGK VANGUARD INTL EQUITY INDEX F6.3K shares16.11%2025-09-302025-11-13 OSCV ETF SER SOLUTIONS12.9K sharesnew addition2025-09-302025-11-13 IQDF FLEXSHARES TR17.3K shares6.22%2025-09-302025-11-13 CAH CARDINAL HEALTH INC3.1K shares2.14%2025-09-302025-11-13 QBTS D-WAVE QUANTUM INC19.7K shares14.71%2025-09-302025-11-13 O REALTY INCOME CORP8.0K shares10.05%2025-09-302025-11-13 FDL FIRST TR EXCHANGE-TRADED FD11.2K shares0.00%2025-09-302025-11-13 SMR NUSCALE PWR CORP13.4K shares91.64%2025-09-302025-11-13 MINT PIMCO ETF TR4.7K shares-1.38%2025-09-302025-11-13 HYGH ISHARES U S ETF TR5.4K shares7.55%2025-09-302025-11-13 AXP AMERICAN EXPRESS CO1.4K shares29.83%2025-09-302025-11-13 MMM 3M CO3.0K shares0.97%2025-09-302025-11-13 AIQ GLOBAL X FDS9.4K shares5.29%2025-09-302025-11-13 SPLV INVESCO EXCH TRADED FD TR II6.3K shares-0.68%2025-09-302025-11-13 FITB FIFTH THIRD BANCORP10.3K shares4.93%2025-09-302025-11-13 FELG FIDELITY COVINGTON TRUST11.2K shares0.08%2025-09-302025-11-13 CVS CVS HEALTH CORP6.1K shares0.25%2025-09-302025-11-13 ESGD ISHARES TR4.9K shares47.53%2025-09-302025-11-13 FNDX SCHWAB STRATEGIC TR17.3K shares0.00%2025-09-302025-11-13 RING ISHARES INC7.0K shares-16.79%2025-09-302025-11-13 VCSH VANGUARD SCOTTSDALE FDS5.6K shares2.04%2025-09-302025-11-13 CGGR CAPITAL GROUP GROWTH ETF10.2K shares0.00%2025-09-302025-11-13 RPV INVESCO EXCHANGE TRADED FD T4.5K shares-0.77%2025-09-302025-11-13 STLD STEEL DYNAMICS INC3.2K shares0.09%2025-09-302025-11-13 EMQQ EXCHANGE TRADED CONCEPTS TRU9.6K shares41.81%2025-09-302025-11-13 CALM CAL MAINE FOODS INC4.7K shares-1.81%2025-09-302025-11-13 GS GOLDMAN SACHS GROUP INC549 shares12.73%2025-09-302025-11-13 IETC ISHARES U S ETF TR4.3K shares-3.50%2025-09-302025-11-13 FELC FIDELITY COVINGTON TRUST11.7K shares0.16%2025-09-302025-11-13 SNA SNAP ON INC1.3K shares0.00%2025-09-302025-11-13 IWP ISHARES TR3.0K shares3.66%2025-09-302025-11-13 EOT EATON VANCE NATL MUN OPPORT25.4K shares18.40%2025-09-302025-11-13 SPYV SPDR SERIES TRUST7.6K shares0.00%2025-09-302025-11-13 NZF NUVEEN MUNICIPAL CREDIT INC33.4K shares0.00%2025-09-302025-11-13 IEF ISHARES TR4.3K sharesnew addition2025-09-302025-11-13 SDY SPDR SERIES TRUST3.0K shares26.23%2025-09-302025-11-13 PKW INVESCO EXCHANGE TRADED FD T3.1K shares-1.89%2025-09-302025-11-13 FNDF SCHWAB STRATEGIC TR9.6K shares-3.09%2025-09-302025-11-13 D DOMINION ENERGY INC6.7K shares47.42%2025-09-302025-11-13 IBIT ISHARES BITCOIN TRUST ETF6.3K shares-1.32%2025-09-302025-11-13 DFAC DIMENSIONAL ETF TRUST10.6K shares0.00%2025-09-302025-11-13 C CITIGROUP INC4.0K shares3.63%2025-09-302025-11-13 ETHE GRAYSCALE ETHEREUM TRUST ETF11.9K sharesnew addition2025-09-302025-11-13 XMHQ INVESCO EXCHANGE TRADED FD T3.9K shares12.99%2025-09-302025-11-13 VOOG VANGUARD ADMIRAL FDS INC930 shares11.11%2025-09-302025-11-13 IGRO ISHARES TR5.0K shares-1.18%2025-09-302025-11-13 CB CHUBB LIMITED1.4K shares17.91%2025-09-302025-11-13 RSPF INVESCO EXCHANGE TRADED FD T5.0K shares0.00%2025-09-302025-11-13 ACWI ISHARES TR2.8K shares0.47%2025-09-302025-11-13 COF CAPITAL ONE FINL CORP1.8K shares1.62%2025-09-302025-11-13 IGIB ISHARES TR7.0K shares-8.02%2025-09-302025-11-13 JUCY ETF SER SOLUTIONS17.0K sharesnew addition2025-09-302025-11-13 NUE NUCOR CORP2.8K shares0.14%2025-09-302025-11-13 TFC TRUIST FINL CORP8.2K shares24.30%2025-09-302025-11-13 IYF ISHARES TR2.9K shares11.36%2025-09-302025-11-13 ETN EATON CORP PLC982 shares3.92%2025-09-302025-11-13 ICVT ISHARES TR3.6K shares18.12%2025-09-302025-11-13 USFR WISDOMTREE TR7.2K shares-15.57%2025-09-302025-11-13 SHLD GLOBAL X FDS5.1K shares0.37%2025-09-302025-11-13 FIVN FIVE9 INC14.8K shares-2.91%2025-09-302025-11-13 IXUS ISHARES TR4.3K shares0.40%2025-09-302025-11-13 EVUS ISHARES TR11.3K sharesnew addition2025-09-302025-11-13 SOXX ISHARES TR1.3K shares2.28%2025-09-302025-11-13 BSCP INVESCO EXCH TRD SLF IDX FD17.0K shares-11.72%2025-09-302025-11-13 WFC WELLS FARGO CO NEW4.2K shares19.31%2025-09-302025-11-13 FDX FEDEX CORP1.5K shares-2.25%2025-09-302025-11-13 FENI FIDELITY COVINGTON TRUST9.8K shares1.39%2025-09-302025-11-13 DTE DTE ENERGY CO2.4K shares0.66%2025-09-302025-11-13 IDOG ALPS ETF TR9.6K shares0.00%2025-09-302025-11-13 ASML ASML HOLDING N V345 sharesnew addition2025-09-302025-11-13 OUSM ALPS ETF TR7.4K sharesnew addition2025-09-302025-11-13 HYG ISHARES TR4.1K shares-18.91%2025-09-302025-11-13 FMB FIRST TR EXCH TRADED FD III6.5K shares11.28%2025-09-302025-11-13 DE DEERE & CO717 shares23.41%2025-09-302025-11-13 CGBL CAPITAL GROUP CORE BALANCED9.4K shares2.12%2025-09-302025-11-13 VGIT VANGUARD SCOTTSDALE FDS5.4K shares-0.92%2025-09-302025-11-13 PGR PROGRESSIVE CORP1.3K sharesnew addition2025-09-302025-11-13 DVYE ISHARES INC10.9K shares6.64%2025-09-302025-11-13 PDX PIMCO DYNAMIC INCOME STRATEG12.9K shares0.00%2025-09-302025-11-13 LCTD BLACKROCK ETF TRUST6.0K shares2.42%2025-09-302025-11-13 FIXD FIRST TR EXCHNG TRADED FD VI7.1K shares-4.66%2025-09-302025-11-13 GSK GSK PLC7.3K shares0.29%2025-09-302025-11-13 SYK STRYKER CORPORATION853 shares5.83%2025-09-302025-11-13 EMXC ISHARES INC4.6K shares-14.17%2025-09-302025-11-13 BABA ALIBABA GROUP HLDG LTD1.7K sharesnew addition2025-09-302025-11-13 FLBL FRANKLIN TEMPLETON ETF TR12.9K shares7.58%2025-09-302025-11-13 VRT VERTIV HOLDINGS CO2.1K sharesnew addition2025-09-302025-11-13 WTV WISDOMTREE TR3.3K shares-1.94%2025-09-302025-11-13 CLF CLEVELAND-CLIFFS INC NEW24.2K shares-46.65%2025-09-302025-11-13 VT VANGUARD INTL EQUITY INDEX F2.1K shares6.63%2025-09-302025-11-13 BUFD FIRST TR EXCHNG TRADED FD VI10.5K shares0.00%2025-09-302025-11-13 CLSE TRUST FOR PROFESSIONAL MANAG11.2K sharesnew addition2025-09-302025-11-13 DAL DELTA AIR LINES INC DEL5.1K shares-23.16%2025-09-302025-11-13 EXTR EXTREME NETWORKS14.0K shares0.00%2025-09-302025-11-13 IWS ISHARES TR2.1K shares0.00%2025-09-302025-11-13 JEPQ J P MORGAN EXCHANGE TRADED F5.0K sharesnew addition2025-09-302025-11-13 VUSB VANGUARD BD INDEX FDS5.6K shares0.46%2025-09-302025-11-13 QYLD GLOBAL X FDS16.5K shares-2.23%2025-09-302025-11-13 HBAN HUNTINGTON BANCSHARES INC16.2K shares-3.29%2025-09-302025-11-13 SOUN SOUNDHOUND AI INC17.3K shares0.69%2025-09-302025-11-13 FHLC FIDELITY COVINGTON TRUST4.2K shares0.00%2025-09-302025-11-13 GIS GENERAL MLS INC5.5K shares-5.51%2025-09-302025-11-13 LNT ALLIANT ENERGY CORP4.1K sharesnew addition2025-09-302025-11-13 FSI FLEXIBLE SOLUTIONS INTL INC28.5K shares0.00%2025-09-302025-11-13 BMY BRISTOL-MYERS SQUIBB CO6.1K shares2.12%2025-09-302025-11-13 RKLB ROCKET LAB CORP5.7K shares-23.41%2025-09-302025-11-13 AB ALLIANCEBERNSTEIN HLDG L P7.2K shares-1.85%2025-09-302025-11-13 USIG ISHARES TR5.2K sharesnew addition2025-09-302025-11-13 FTXN FIRST TR EXCHANGE TRADED FD9.5K shares0.00%2025-09-302025-11-13 PFG PRINCIPAL FINANCIAL GROUP IN3.3K shares0.62%2025-09-302025-11-13 OKE ONEOK INC NEW3.6K shares-0.93%2025-09-302025-11-13 SCHA SCHWAB STRATEGIC TR9.5K sharesnew addition2025-09-302025-11-13 XMAR FIRST TR EXCHNG TRADED FD VI6.6K shares-4.14%2025-09-302025-11-13 FMDE FIDELITY COVINGTON TRUST7.2K sharesnew addition2025-09-302025-11-13 VCRB VANGUARD MALVERN FDS3.3K shares0.58%2025-09-302025-11-13 VCLT VANGUARD SCOTTSDALE FDS3.3K shares-95.48%2025-09-302025-11-13 FNDA SCHWAB STRATEGIC TR8.2K sharesnew addition2025-09-302025-11-13 FEZ SPDR INDEX SHS FDS4.1K shares-67.85%2025-09-302025-11-13 UL UNILEVER PLC4.3K shares-4.36%2025-09-302025-11-13 CL COLGATE PALMOLIVE CO3.2K shares-5.77%2025-09-302025-11-13 VPC ETFIS SER TR I11.2K sharesnew addition2025-09-302025-11-13 NXJ NUVEEN NEW JERSEY QULT MUN F16.2K shares0.00%2025-09-302025-11-13 MUJ BLACKROCK MUNIHLDGS NJ QLTY15.4K shares0.00%2025-09-302025-11-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available