The Analysis of RMR Wealth Builders's Holdings
Currently, RMR Wealth Builders holds 282 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in VTV (+30.4K shares, valued at $5.7M), VOO (+8.7K shares, valued at $5.4M), IJH (+69.7K shares, valued at $4.6M); decreased their positions in AVGO (-5.9K shares, valued at $2.0M), MLM (-2.8K shares, valued at $1.8M), ACN (-4.8K shares, valued at $1.2M); initiated new positions in JCPB (+22.4K shares, valued at $1.1M), SPTI (+27.5K shares, valued at $795.7K), PVAL (+17.2K shares, valued at $734.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VUG VANGUARD INDEX FDS234.9K shares3.85%2025-09-302025-11-05
VOO VANGUARD INDEX FDS180.6K shares5.07%2025-09-302025-11-05 VTV VANGUARD INDEX FDS534.1K shares6.03%2025-09-302025-11-05 IJH ISHARES TR1.5M shares5.05%2025-09-302025-11-05 IEFA ISHARES TR604.5K shares4.87%2025-09-302025-11-05 IWF ISHARES TR102.3K shares-1.30%2025-09-302025-11-05 NVDA NVIDIA CORPORATION253.3K shares0.03%2025-09-302025-11-05 AAPL APPLE INC126.8K shares-0.39%2025-09-302025-11-05 IJR ISHARES TR253.9K shares5.49%2025-09-302025-11-05 SUB ISHARES TR271.3K shares6.38%2025-09-302025-11-05 IWD ISHARES TR139.3K shares1.05%2025-09-302025-11-05 MSFT MICROSOFT CORP50.2K shares-1.22%2025-09-302025-11-05 MUB ISHARES TR182.0K shares6.17%2025-09-302025-11-05 FMB FIRST TR EXCH TRADED FD III382.3K shares9.28%2025-09-302025-11-05 FSMB FIRST TR EXCH TRADED FD III943.9K shares9.47%2025-09-302025-11-05 HYS PIMCO ETF TR174.8K shares9.49%2025-09-302025-11-05 AVGO BROADCOM INC50.1K shares-10.56%2025-09-302025-11-05 AMZN AMAZON COM INC72.4K shares0.08%2025-09-302025-11-05 SCHO SCHWAB STRATEGIC TR547.1K shares22.92%2025-09-302025-11-05 JPM JPMORGAN CHASE & CO.36.3K shares3.08%2025-09-302025-11-05 SPY SPDR S&P 500 ETF TR16.1K shares-0.04%2025-09-302025-11-05 META META PLATFORMS INC12.8K shares6.61%2025-09-302025-11-05 IWM ISHARES TR37.0K shares0.41%2025-09-302025-11-05 MDY SPDR S&P MIDCAP 400 ETF TR14.9K shares1.49%2025-09-302025-11-05 QQQ INVESCO QQQ TR12.2K shares8.95%2025-09-302025-11-05 GOOG ALPHABET INC29.6K shares27.59%2025-09-302025-11-05 BRK.B BERKSHIRE HATHAWAY INC DEL12.8K shares11.44%2025-09-302025-11-05 NFLX NETFLIX INC5.3K shares3.02%2025-09-302025-11-05 TSLA TESLA INC13.4K shares6.21%2025-09-302025-11-05 V VISA INC17.4K shares-0.73%2025-09-302025-11-05 XLK SELECT SECTOR SPDR TR20.4K shares0.47%2025-09-302025-11-05 EFA ISHARES TR61.3K shares0.45%2025-09-302025-11-05 HD HOME DEPOT INC12.9K shares1.17%2025-09-302025-11-05 COST COSTCO WHSL CORP NEW5.2K shares5.96%2025-09-302025-11-05 FTRB FEDERATED HERMES ETF TRUST177.9K shares24.19%2025-09-302025-11-05 CRWD CROWDSTRIKE HLDGS INC9.0K shares0.94%2025-09-302025-11-05 SCHX SCHWAB STRATEGIC TR164.7K shares-1.97%2025-09-302025-11-05 ANET ARISTA NETWORKS INC29.6K shares-5.90%2025-09-302025-11-05 GOOGL ALPHABET INC17.6K shares-1.57%2025-09-302025-11-05 XOM EXXON MOBIL CORP37.2K shares-0.77%2025-09-302025-11-05 LLY ELI LILLY & CO5.3K shares2.08%2025-09-302025-11-05 AMD ADVANCED MICRO DEVICES INC24.3K shares62.66%2025-09-302025-11-05 WMT WALMART INC38.0K shares23.29%2025-09-302025-11-05 BX BLACKSTONE INC22.5K shares-3.29%2025-09-302025-11-05 CEG CONSTELLATION ENERGY CORP10.9K shares-0.30%2025-09-302025-11-05 CVX CHEVRON CORP NEW22.7K shares4.93%2025-09-302025-11-05 VZ VERIZON COMMUNICATIONS INC79.0K shares4.79%2025-09-302025-11-05 ISRG INTUITIVE SURGICAL INC7.4K shares18.68%2025-09-302025-11-05 SPYM SPDR SERIES TRUST39.8K shares0.42%2025-09-302025-11-05 PLTR PALANTIR TECHNOLOGIES INC17.1K shares10.72%2025-09-302025-11-05 ORCL ORACLE CORP10.9K shares5.73%2025-09-302025-11-05 IBM INTERNATIONAL BUSINESS MACHS10.9K shares8.06%2025-09-302025-11-05 GS GOLDMAN SACHS GROUP INC3.8K shares-4.58%2025-09-302025-11-05 OEF ISHARES TR9.1K shares0.32%2025-09-302025-11-05 AXP AMERICAN EXPRESS CO8.9K shares6.12%2025-09-302025-11-05 GLW CORNING INC35.4K shares7.40%2025-09-302025-11-05 MA MASTERCARD INCORPORATED4.8K shares3.80%2025-09-302025-11-05 TJX TJX COS INC NEW17.8K shares5.59%2025-09-302025-11-05 UBER UBER TECHNOLOGIES INC25.8K shares6.46%2025-09-302025-11-05 PANW PALO ALTO NETWORKS INC12.3K shares195.43%2025-09-302025-11-05 BLK BLACKROCK INC2.1K shares2.87%2025-09-302025-11-05 PG PROCTER AND GAMBLE CO16.3K shares-0.43%2025-09-302025-11-05 MMM 3M CO15.3K shares6.28%2025-09-302025-11-05 SHY ISHARES TR28.4K shares-3.59%2025-09-302025-11-05 AMT AMERICAN TOWER CORP NEW12.2K shares14.11%2025-09-302025-11-05 DUK DUKE ENERGY CORP NEW18.8K shares7.41%2025-09-302025-11-05 LIN LINDE PLC4.9K shares3.28%2025-09-302025-11-05 LMT LOCKHEED MARTIN CORP4.6K shares5.76%2025-09-302025-11-05 MCD MCDONALDS CORP7.6K shares7.24%2025-09-302025-11-05 INTU INTUIT3.3K shares6.99%2025-09-302025-11-05 WM WASTE MGMT INC DEL9.7K shares-4.33%2025-09-302025-11-05 DIA SPDR DOW JONES INDL AVERAGE4.6K shares-4.56%2025-09-302025-11-05 VRTX VERTEX PHARMACEUTICALS INC5.3K shares4.37%2025-09-302025-11-05 PYLD PIMCO ETF TR77.0K shares23.74%2025-09-302025-11-05 ASML ASML HOLDING N V2.1K shares-4.82%2025-09-302025-11-05 PSX PHILLIPS 6614.7K shares-31.82%2025-09-302025-11-05 QCOM QUALCOMM INC11.6K shares2.08%2025-09-302025-11-05 TMO THERMO FISHER SCIENTIFIC INC4.0K shares10.63%2025-09-302025-11-05 CRM SALESFORCE INC8.1K shares-14.94%2025-09-302025-11-05 MMC MARSH & MCLENNAN COS INC9.1K shares-3.95%2025-09-302025-11-05 CME CME GROUP INC6.7K shares2.31%2025-09-302025-11-05 NOW SERVICENOW INC2.0K shares9.07%2025-09-302025-11-05 ABBV ABBVIE INC7.6K shares-3.60%2025-09-302025-11-05 DGRW WISDOMTREE TR19.1K shares-14.36%2025-09-302025-11-05 REGN REGENERON PHARMACEUTICALS3.0K shares9.33%2025-09-302025-11-05 FIS FIDELITY NATL INFORMATION SV24.8K shares10.04%2025-09-302025-11-05 HON HONEYWELL INTL INC7.5K shares1.32%2025-09-302025-11-05 GM GENERAL MTRS CO25.2K shares0.47%2025-09-302025-11-05 CMCSA COMCAST CORP NEW48.2K shares4.08%2025-09-302025-11-05 GILD GILEAD SCIENCES INC13.3K shares2.44%2025-09-302025-11-05 TSM TAIWAN SEMICONDUCTOR MFG LTD5.2K shares-1.21%2025-09-302025-11-05 PEG PUBLIC SVC ENTERPRISE GRP IN17.2K shares0.96%2025-09-302025-11-05 IWR ISHARES TR14.4K shares4.44%2025-09-302025-11-05 XLF SELECT SECTOR SPDR TR25.5K shares0.09%2025-09-302025-11-05 XLV SELECT SECTOR SPDR TR9.8K shares-2.65%2025-09-302025-11-05 CSGP COSTAR GROUP INC16.0K shares15.47%2025-09-302025-11-05 SHOP SHOPIFY INC8.8K shares-17.41%2025-09-302025-11-05 KO COCA COLA CO19.5K shares-6.16%2025-09-302025-11-05 PNC PNC FINL SVCS GROUP INC6.3K shares1.29%2025-09-302025-11-05 C CITIGROUP INC12.1K shares3.57%2025-09-302025-11-05 PECO PHILLIPS EDISON & CO INC34.5K shares-30.79%2025-09-302025-11-05 SCHM SCHWAB STRATEGIC TR36.9K shares-3.47%2025-09-302025-11-05 JCPB J P MORGAN EXCHANGE TRADED F22.4K sharesnew addition2025-09-302025-11-05 TWLO TWILIO INC10.4K shares0.25%2025-09-302025-11-05 CB CHUBB LIMITED3.7K shares-22.46%2025-09-302025-11-05 SMH VANECK ETF TRUST3.1K shares2.18%2025-09-302025-11-05 MS MORGAN STANLEY6.4K shares4.01%2025-09-302025-11-05 COF CAPITAL ONE FINL CORP4.7K shares3.07%2025-09-302025-11-05 CVS CVS HEALTH CORP13.0K shares1.70%2025-09-302025-11-05 CSX CSX CORP27.4K shares1.28%2025-09-302025-11-05 JNJ JOHNSON & JOHNSON5.2K shares0.71%2025-09-302025-11-05 DIS DISNEY WALT CO8.3K shares3.94%2025-09-302025-11-05 SDY SPDR SERIES TRUST6.8K shares0.62%2025-09-302025-11-05 IWB ISHARES TR2.5K shares-7.24%2025-09-302025-11-05 SHYD VANECK ETF TRUST40.5K shares5.07%2025-09-302025-11-05 MPWR MONOLITHIC PWR SYS INC1.0K shares-13.97%2025-09-302025-11-05 MRK MERCK & CO INC10.7K shares-5.61%2025-09-302025-11-05 TXN TEXAS INSTRS INC4.9K shares-1.19%2025-09-302025-11-05 SCHF SCHWAB STRATEGIC TR38.5K shares-6.29%2025-09-302025-11-05 TFC TRUIST FINL CORP19.5K shares1.41%2025-09-302025-11-05 SHM SPDR SERIES TRUST18.1K shares26.05%2025-09-302025-11-05 BAC BANK AMERICA CORP16.7K shares-20.94%2025-09-302025-11-05 IETC ISHARES U S ETF TR8.4K shares0.04%2025-09-302025-11-05 PCAR PACCAR INC8.7K shares1.05%2025-09-302025-11-05 MAIN MAIN STR CAP CORP13.2K shares0.21%2025-09-302025-11-05 COP CONOCOPHILLIPS8.8K shares-21.66%2025-09-302025-11-05 FAST FASTENAL CO16.8K shares1.90%2025-09-302025-11-05 GWRE GUIDEWIRE SOFTWARE INC3.6K shares-18.63%2025-09-302025-11-05 NEAR ISHARES U S ETF TR15.9K shares-53.73%2025-09-302025-11-05 UNP UNION PAC CORP3.4K shares3.39%2025-09-302025-11-05 EA ELECTRONIC ARTS INC4.0K shares1.85%2025-09-302025-11-05 SPTI SPDR SERIES TRUST27.5K sharesnew addition2025-09-302025-11-05 ICE INTERCONTINENTAL EXCHANGE IN4.7K shares-26.33%2025-09-302025-11-05 HLT HILTON WORLDWIDE HLDGS INC3.0K shares1.34%2025-09-302025-11-05 LOW LOWES COS INC3.0K shares3.06%2025-09-302025-11-05 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-09-302025-11-05 CMG CHIPOTLE MEXICAN GRILL INC19.0K shares1.31%2025-09-302025-11-05 PVAL PUTNAM ETF TRUST17.2K sharesnew addition2025-09-302025-11-05 XLE SELECT SECTOR SPDR TR8.1K shares0.36%2025-09-302025-11-05 BKNG BOOKING HOLDINGS INC129 shares4.03%2025-09-302025-11-05 NRK NUVEEN NEW YORK AMT QLT MUNI66.7K shares4.21%2025-09-302025-11-05 SPDW SPDR INDEX SHS FDS16.0K shares-19.30%2025-09-302025-11-05 LRGF ISHARES TR9.9K shares-27.20%2025-09-302025-11-05 BSX BOSTON SCIENTIFIC CORP6.9K shares-18.95%2025-09-302025-11-05 DOCU DOCUSIGN INC9.1K shares0.37%2025-09-302025-11-05 CAT CATERPILLAR INC1.4K shares6.27%2025-09-302025-11-05 HUM HUMANA INC2.5K shares22.23%2025-09-302025-11-05 NEE NEXTERA ENERGY INC8.2K shares6.88%2025-09-302025-11-05 COIN COINBASE GLOBAL INC1.8K shares5.50%2025-09-302025-11-05 RGLD ROYAL GOLD INC3.0K shares0.30%2025-09-302025-11-05 ADBE ADOBE INC1.7K shares-16.53%2025-09-302025-11-05 TER TERADYNE INC4.3K shares9.67%2025-09-302025-11-05 AXON AXON ENTERPRISE INC818 sharesnew addition2025-09-302025-11-05 SCHW SCHWAB CHARLES CORP6.1K shares-20.86%2025-09-302025-11-05 ENB ENBRIDGE INC11.6K shares0.00%2025-09-302025-11-05 MU MICRON TECHNOLOGY INC3.3K shares15.97%2025-09-302025-11-05 QQQJ INVESCO EXCH TRADED FD TR II15.6K shares-8.22%2025-09-302025-11-05 LRCX LAM RESEARCH CORP4.1K shares11.96%2025-09-302025-11-05 GLD SPDR GOLD TR1.5K shares4.40%2025-09-302025-11-05 IEI ISHARES TR4.5K shares0.00%2025-09-302025-11-05 ULTA ULTA BEAUTY INC978 shares0.82%2025-09-302025-11-05 PM PHILIP MORRIS INTL INC3.3K shares11.72%2025-09-302025-11-05 VONV VANGUARD SCOTTSDALE FDS5.8K shares-0.31%2025-09-302025-11-05 IVV ISHARES TR764 shares0.13%2025-09-302025-11-05 TMUS T-MOBILE US INC2.1K shares36.77%2025-09-302025-11-05 MLM MARTIN MARIETTA MATLS INC810 shares-77.83%2025-09-302025-11-05 NXJ NUVEEN NEW JERSEY QULT MUN F40.7K shares-0.49%2025-09-302025-11-05 GLDM WORLD GOLD TR6.6K sharesnew addition2025-09-302025-11-05 INTC INTEL CORP15.0K shares41.56%2025-09-302025-11-05 TRU TRANSUNION5.9K shares0.56%2025-09-302025-11-05 ED CONSOLIDATED EDISON INC4.9K shares1.78%2025-09-302025-11-05 CSCO CISCO SYS INC6.8K shares9.69%2025-09-302025-11-05 MRVL MARVELL TECHNOLOGY INC5.5K shares-18.95%2025-09-302025-11-05 IBN ICICI BANK LIMITED15.4K shares-25.63%2025-09-302025-11-05 GE GE AEROSPACE1.5K shares-4.46%2025-09-302025-11-05 TYL TYLER TECHNOLOGIES INC874 shares0.11%2025-09-302025-11-05 VCSH VANGUARD SCOTTSDALE FDS5.7K shares5.39%2025-09-302025-11-05 LHX L3HARRIS TECHNOLOGIES INC1.5K shares5.12%2025-09-302025-11-05 VTEB VANGUARD MUN BD FDS9.0K shares0.00%2025-09-302025-11-05 SPYG SPDR SERIES TRUST4.3K shares0.05%2025-09-302025-11-05 KEYS KEYSIGHT TECHNOLOGIES INC2.5K shares7.09%2025-09-302025-11-05 SHW SHERWIN WILLIAMS CO1.3K shares16.47%2025-09-302025-11-05 SPSM SPDR SERIES TRUST9.5K shares0.39%2025-09-302025-11-05 XLI SELECT SECTOR SPDR TR2.8K shares0.07%2025-09-302025-11-05 ETN EATON CORP PLC1.2K shares-18.85%2025-09-302025-11-05 AVDE AMERICAN CENTY ETF TR5.5K shares0.00%2025-09-302025-11-05 XSW SPDR SERIES TRUST2.1K shares0.00%2025-09-302025-11-05 RSP INVESCO EXCHANGE TRADED FD T2.2K shares78.85%2025-09-302025-11-05 T AT&T INC14.9K shares8.07%2025-09-302025-11-05 DOW DOW INC18.2K shares9.96%2025-09-302025-11-05 TTD THE TRADE DESK INC8.5K shares-7.90%2025-09-302025-11-05 FRO FRONTLINE PLC18.0K shares1.56%2025-09-302025-11-05 IGSB ISHARES TR7.7K shares-54.85%2025-09-302025-11-05 KLAC KLA CORP376 shares60.68%2025-09-302025-11-05 LPLA LPL FINL HLDGS INC1.2K sharesnew addition2025-09-302025-11-05 ELAN ELANCO ANIMAL HEALTH INC19.8K shares0.00%2025-09-302025-11-05 BTC GRAYSCALE BITCOIN MINI TR ET7.7K shares7.96%2025-09-302025-11-05 BABA ALIBABA GROUP HLDG LTD2.2K shares0.00%2025-09-302025-11-05 XLY SELECT SECTOR SPDR TR1.6K shares2.87%2025-09-302025-11-05 IBIT ISHARES BITCOIN TRUST ETF5.9K sharesnew addition2025-09-302025-11-05 UNH UNITEDHEALTH GROUP INC1.1K shares9.85%2025-09-302025-11-05 MIDD MIDDLEBY CORP2.9K shares0.00%2025-09-302025-11-05 IRM IRON MTN INC DEL3.7K shares2.19%2025-09-302025-11-05 HTGC HERCULES CAPITAL INC20.1K shares2.07%2025-09-302025-11-05 RTX RTX CORPORATION2.3K shares11.35%2025-09-302025-11-05 XLC SELECT SECTOR SPDR TR3.2K shares0.09%2025-09-302025-11-05 MCK MCKESSON CORP489 shares6.77%2025-09-302025-11-05 FLRN SPDR SERIES TRUST12.1K shares48.81%2025-09-302025-11-05 ACN ACCENTURE PLC IRELAND1.5K shares-76.01%2025-09-302025-11-05 MELI MERCADOLIBRE INC157 shares-27.65%2025-09-302025-11-05 VHT VANGUARD WORLD FD1.4K shares0.14%2025-09-302025-11-05 MKTX MARKETAXESS HLDGS INC2.1K shares2.91%2025-09-302025-11-05 DXCM DEXCOM INC5.4K shares0.75%2025-09-302025-11-05 DON WISDOMTREE TR6.8K shares-0.57%2025-09-302025-11-05 RPM RPM INTL INC3.0K shares0.00%2025-09-302025-11-05 PYPL PAYPAL HLDGS INC5.2K shares2.50%2025-09-302025-11-05 SCHD SCHWAB STRATEGIC TR12.7K shares-22.24%2025-09-302025-11-05 AOS SMITH A O CORP4.7K shares0.43%2025-09-302025-11-05 DGRS WISDOMTREE TR6.9K shares-0.46%2025-09-302025-11-05 BSCQ INVESCO EXCH TRD SLF IDX FD17.5K sharesnew addition2025-09-302025-11-05 APO APOLLO GLOBAL MGMT INC2.5K shares16.27%2025-09-302025-11-05 OLED UNIVERSAL DISPLAY CORP2.3K shares0.00%2025-09-302025-11-05 EW EDWARDS LIFESCIENCES CORP4.3K shares2.38%2025-09-302025-11-05 B BARRICK MNG CORP10.2K sharesnew addition2025-09-302025-11-05 SCHA SCHWAB STRATEGIC TR11.8K shares-11.17%2025-09-302025-11-05 FTNT FORTINET INC3.8K shares3.05%2025-09-302025-11-05 BWA BORGWARNER INC7.2K shares-6.73%2025-09-302025-11-05 LYB LYONDELLBASELL INDUSTRIES N6.3K shares-0.68%2025-09-302025-11-05 MCHP MICROCHIP TECHNOLOGY INC.4.8K shares-6.79%2025-09-302025-11-05 MAR MARRIOTT INTL INC NEW1.1K shares3.80%2025-09-302025-11-05 MO ALTRIA GROUP INC4.4K shares17.07%2025-09-302025-11-05 ULTY TIDAL TRUST II53.1K sharesnew addition2025-09-302025-11-05 VXF VANGUARD INDEX FDS1.4K shares0.00%2025-09-302025-11-05 MPC MARATHON PETE CORP1.5K shares-6.31%2025-09-302025-11-05 IWV ISHARES TR755 shares0.13%2025-09-302025-11-05 SMLF ISHARES TR3.8K shares-26.57%2025-09-302025-11-05 ARES ARES MANAGEMENT CORPORATION1.8K shares5.91%2025-09-302025-11-05 BA BOEING CO1.3K shares-28.56%2025-09-302025-11-05 DIVB ISHARES TR5.2K shares-6.02%2025-09-302025-11-05 TREX TREX CO INC5.3K shares0.00%2025-09-302025-11-05 RY ROYAL BK CDA1.8K shares0.00%2025-09-302025-11-05 RING ISHARES INC4.1K sharesnew addition2025-09-302025-11-05 SHV ISHARES TR2.4K shares0.29%2025-09-302025-11-05 SMG SCOTTS MIRACLE-GRO CO4.6K shares0.00%2025-09-302025-11-05 FI FISERV INC2.0K shares10.98%2025-09-302025-11-05 DNL WISDOMTREE TR6.3K shares-0.91%2025-09-302025-11-05 QQQM INVESCO EXCH TRADED FD TR II1.0K shares0.00%2025-09-302025-11-05 DE DEERE & CO545 shares-8.71%2025-09-302025-11-05 TEL TE CONNECTIVITY PLC1.1K shares-27.55%2025-09-302025-11-05 LMBS FIRST TR EXCHANGE-TRADED FD4.8K shares-54.20%2025-09-302025-11-05 AMAT APPLIED MATLS INC1.2K shares-31.70%2025-09-302025-11-05 IEX IDEX CORP1.5K shares0.34%2025-09-302025-11-05 MDLZ MONDELEZ INTL INC3.8K shares-25.00%2025-09-302025-11-05 KKR KKR & CO INC1.8K shares-1.16%2025-09-302025-11-05 AZO AUTOZONE INC54 sharesnew addition2025-09-302025-11-05 IT GARTNER INC878 shares22.97%2025-09-302025-11-05 VO VANGUARD INDEX FDS782 shares-3.10%2025-09-302025-11-05 ON ON SEMICONDUCTOR CORP4.7K shares2.19%2025-09-302025-11-05 USMF WISDOMTREE TR4.4K shares-1.47%2025-09-302025-11-05 BOTZ GLOBAL X FDS6.4K shares-15.91%2025-09-302025-11-05 BNY BLACKROCK N Y MUN INCOME TRU22.0K shares0.00%2025-09-302025-11-05 XVV ISHARES TR4.3K sharesnew addition2025-09-302025-11-05 SPEM SPDR INDEX SHS FDS4.7K shares0.00%2025-09-302025-11-05 EPS WISDOMTREE TR3.2K shares-0.66%2025-09-302025-11-05 BMY BRISTOL-MYERS SQUIBB CO4.8K shares11.01%2025-09-302025-11-05 VIG VANGUARD SPECIALIZED FUNDS995 shares-3.68%2025-09-302025-11-05 GBTC GRAYSCALE BITCOIN TRUST ETF2.4K shares0.00%2025-09-302025-11-05 PFF ISHARES TR6.8K shares1.00%2025-09-302025-11-05 FDLO FIDELITY COVINGTON TRUST3.2K shares-8.90%2025-09-302025-11-05 VCIT VANGUARD SCOTTSDALE FDS2.5K sharesnew addition2025-09-302025-11-05 NRG NRG ENERGY INC1.3K sharesnew addition2025-09-302025-11-05 TSCO TRACTOR SUPPLY CO3.7K sharesnew addition2025-09-302025-11-05 VTI VANGUARD INDEX FDS635 sharesnew addition2025-09-302025-11-05 EMXC ISHARES INC3.1K shares-37.19%2025-09-302025-11-05 SPMO INVESCO EXCH TRADED FD TR II1.7K sharesnew addition2025-09-302025-11-05 DKNG DRAFTKINGS INC NEW5.5K shares-4.34%2025-09-302025-11-05 JEPI J P MORGAN EXCHANGE TRADED F3.6K shares-17.36%2025-09-302025-11-05 QYLD GLOBAL X FDS11.5K sharesnew addition2025-09-302025-11-05 BCBP BCB BANCORP INC14.2K shares1.77%2025-09-302025-11-05 VALE VALE S A10.8K shares0.00%2025-09-302025-11-05 PHK PIMCO HIGH INCOME FD12.4K shares2.36%2025-09-302025-11-05 FBLG FIBROBIOLOGICS INC38.4K shares0.00%2025-09-302025-11-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available