The Analysis of SILVERLAKE WEALTH MANAGEMENT LLC's Holdings

Currently, SILVERLAKE WEALTH MANAGEMENT LLC holds 356 types of securities in its portfolio with a total value $445.1M. In the most recent quarter, they have increased their positions in SGOV (+39.4K shares, valued at $4.0M), N/A (+5.2K shares, valued at $3.3M), SPTS (+58.2K shares, valued at $1.7M); decreased their positions in AAPL (-2.2K shares, valued at $601.4K), MTUM (-2.2K shares, valued at $541.4K), MBB (-5.1K shares, valued at $481.6K); initiated new positions in PYLD (+23.6K shares, valued at $630.6K), BILZ (+6.0K shares, valued at $602.7K), ESGV (+4.8K shares, valued at $581.2K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORP48.9K shares0.51%2025-12-312026-01-09

AAPL APPLE INC59.9K shares-3.56%2025-12-312026-01-09

VANGUARD INDEX FDS VANGUARD INDEX FDS21.1K shares32.75%2025-12-312026-01-09

VYM VANGUARD WHITEHALL FDS64.2K shares19.96%2025-12-312026-01-09

SGOV ISHARES TR83.4K shares89.52%2025-12-312026-01-09

IBM INTERNATIONAL BUSINESS MACHS24.0K shares-0.40%2025-12-312026-01-09

VEA VANGUARD TAX-MANAGED FDS109.5K shares25.27%2025-12-312026-01-09

SCHG SCHWAB STRATEGIC TR206.3K shares6.06%2025-12-312026-01-09

Sponsored

JPST J P MORGAN EXCHANGE TRADED F110.1K shares20.39%2025-12-312026-01-09

PG PROCTER AND GAMBLE CO38.2K shares-1.12%2025-12-312026-01-09

JNJ JOHNSON & JOHNSON26.2K shares4.32%2025-12-312026-01-09

VZ VERIZON COMMUNICATIONS INC129.7K shares0.20%2025-12-312026-01-09

FBND FIDELITY MERRIMACK STR TR114.3K shares1.63%2025-12-312026-01-09

BDYN BLACKROCK ETF TRUST191.5K shares-0.03%2025-12-312026-01-09

IJR ISHARES TR39.9K shares38.03%2025-12-312026-01-09

MGK VANGUARD WORLD FD10.9K shares2.60%2025-12-312026-01-09

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F76.3K shares3.19%2025-12-312026-01-09

INVESCO QQQ TR INVESCO QQQ TR6.9K shares-2.14%2025-12-312026-01-09

FELG FIDELITY COVINGTON TRUST94.6K shares2.75%2025-12-312026-01-09

SPTS SPDR SERIES TRUST128.3K shares82.99%2025-12-312026-01-09

MGV VANGUARD WORLD FD23.7K shares0.78%2025-12-312026-01-09

BDVL BLACKROCK ETF TRUST134.5K shares5.04%2025-12-312026-01-09

CGDV CAPITAL GROUP DIVIDEND VALUE75.6K shares0.79%2025-12-312026-01-09

XOM EXXON MOBIL CORP26.8K shares-1.07%2025-12-312026-01-09

Sponsored

AVUS AMERICAN CENTY ETF TR28.8K shares1.19%2025-12-312026-01-09

CAT CATERPILLAR INC5.5K shares2.68%2025-12-312026-01-09

SPTI SPDR SERIES TRUST108.4K shares17.65%2025-12-312026-01-09

VIOV VANGUARD ADMIRAL FDS INC31.8K shares24.44%2025-12-312026-01-09

QQQM INVESCO EXCH TRADED FD TR II12.2K shares48.61%2025-12-312026-01-09

FELC FIDELITY COVINGTON TRUST80.4K shares2.05%2025-12-312026-01-09

VTI VANGUARD INDEX FDS8.8K shares-0.88%2025-12-312026-01-09

BSCQ INVESCO EXCH TRD SLF IDX FD144.9K shares5.72%2025-12-312026-01-09

Sponsored

GLD SPDR GOLD TR6.9K shares0.45%2025-12-312026-01-09

BSCR INVESCO EXCH TRD SLF IDX FD136.3K shares6.03%2025-12-312026-01-09

HD HOME DEPOT INC7.8K shares0.65%2025-12-312026-01-09

CCL CARNIVAL CORP87.7K shares-1.03%2025-12-312026-01-09

CGGO CAPITAL GROUP GBL GROWTH EQT77.0K shares9.13%2025-12-312026-01-09

SCHD SCHWAB STRATEGIC TR95.4K shares-2.39%2025-12-312026-01-09

T AT&T INC101.3K shares7.44%2025-12-312026-01-09

TSLA TESLA INC5.4K shares2.02%2025-12-312026-01-09

Sponsored

SPYM SPDR SERIES TRUST30.0K shares0.13%2025-12-312026-01-09

ISHARES GOLD TR ISHARES GOLD TR29.5K shares2.79%2025-12-312026-01-09

VIOO VANGUARD ADMIRAL FDS INC21.4K shares24.95%2025-12-312026-01-09

NVDA NVIDIA CORPORATION12.7K shares-1.15%2025-12-312026-01-09

GDV GABELLI DIVID & INCOME TR84.1K shares4.02%2025-12-312026-01-09

BSCS INVESCO EXCH TRD SLF IDX FD112.2K shares10.69%2025-12-312026-01-09

VWO VANGUARD INTL EQUITY INDEX F43.0K shares29.37%2025-12-312026-01-09

SPTL SPDR SERIES TRUST86.0K shares92.58%2025-12-312026-01-09

Sponsored

JBND J P MORGAN EXCHANGE TRADED F41.5K shares12.43%2025-12-312026-01-09

DON WISDOMTREE TR43.3K shares-2.56%2025-12-312026-01-09

MERCK & CO INC MERCK & CO INC21.1K shares2.37%2025-12-312026-01-09

WMT WALMART INC19.9K shares19.77%2025-12-312026-01-09

GQQQ EA SERIES TRUST74.1K shares50.25%2025-12-312026-01-09

LLY ELI LILLY & CO2.0K shares0.10%2025-12-312026-01-09

ABBV ABBVIE INC9.6K shares0.54%2025-12-312026-01-09

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.3K shares0.23%2025-12-312026-01-09

Sponsored

LVHI LEGG MASON ETF INVT58.5K shares0.31%2025-12-312026-01-09

COST COSTCO WHSL CORP NEW2.5K shares-1.58%2025-12-312026-01-09

SPDW SPDR INDEX SHS FDS47.4K shares20.22%2025-12-312026-01-09

PFE PFIZER INC83.9K shares-3.77%2025-12-312026-01-09

CVX CHEVRON CORP NEW13.7K shares0.65%2025-12-312026-01-09

AGGA EA SERIES TRUST82.2K shares41.36%2025-12-312026-01-09

IFRA ISHARES TR39.0K shares-2.21%2025-12-312026-01-09

KO COCA COLA CO29.2K shares0.23%2025-12-312026-01-09

Sponsored

VIG VANGUARD SPECIALIZED FUNDS9.1K shares-2.02%2025-12-312026-01-09

AMZN AMAZON COM INC8.6K shares2.23%2025-12-312026-01-09

VTEB VANGUARD MUN BD FDS38.7K shares14.93%2025-12-312026-01-09

PHO INVESCO EXCHANGE TRADED FD T27.6K shares-2.73%2025-12-312026-01-09

KMI KINDER MORGAN INC DEL70.5K shares0.39%2025-12-312026-01-09

VYMI VANGUARD WHITEHALL FDS21.3K shares3.54%2025-12-312026-01-09

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II26.5K shares0.64%2025-12-312026-01-09

KMB KIMBERLY-CLARK CORP18.5K shares4.04%2025-12-312026-01-09

Sponsored

VHT VANGUARD WORLD FD6.5K shares-7.76%2025-12-312026-01-09

ET ENERGY TRANSFER L P112.7K shares-2.18%2025-12-312026-01-09

AAAU GOLDMAN SACHS PHYSICAL GOLD43.3K shares4.03%2025-12-312026-01-09

TLT ISHARES TR21.0K shares0.55%2025-12-312026-01-09

BBUS J P MORGAN EXCHANGE TRADED F14.9K shares34.89%2025-12-312026-01-09

META META PLATFORMS INC2.7K shares-2.50%2025-12-312026-01-09

BSCT INVESCO EXCH TRD SLF IDX FD95.4K shares52.25%2025-12-312026-01-09

FDVV FIDELITY COVINGTON TRUST31.2K shares5.97%2025-12-312026-01-09

Sponsored

VSS VANGUARD INTL EQUITY INDEX F12.3K shares34.56%2025-12-312026-01-09

XLF SELECT SECTOR SPDR TR32.2K shares5.75%2025-12-312026-01-09

ALPHABET INC ALPHABET INC5.5K shares1.23%2025-12-312026-01-09

BAC BANK AMERICA CORP31.4K shares-0.77%2025-12-312026-01-09

OKE ONEOK INC NEW23.4K shares-1.16%2025-12-312026-01-09

SPGI S&P GLOBAL INC3.2K shares0.15%2025-12-312026-01-09

CGCP CAPITAL GRP FIXED INCM ETF T73.6K shares6.20%2025-12-312026-01-09

MO ALTRIA GROUP INC28.7K shares-0.44%2025-12-312026-01-09

Sponsored

XLI SELECT SECTOR SPDR TR10.7K shares-0.19%2025-12-312026-01-09

ALPHABET INC ALPHABET INC5.0K shares0.02%2025-12-312026-01-09

GE AEROSPACE GE AEROSPACE5.0K shares-0.06%2025-12-312026-01-09

XLK SELECT SECTOR SPDR TR10.6K shares238.52%2025-12-312026-01-09

JPM JPMORGAN CHASE & CO.4.7K shares4.13%2025-12-312026-01-09

AMGN AMGEN INC4.5K shares-1.28%2025-12-312026-01-09

SMH VANECK ETF TRUST4.0K shares-2.53%2025-12-312026-01-09

BARRICK MNG CORP BARRICK MNG CORP33.0K shares-3.49%2025-12-312026-01-09

Sponsored

IEMG ISHARES INC21.1K shares39.35%2025-12-312026-01-09

IEUR ISHARES TR19.9K shares16.97%2025-12-312026-01-09

FBTC FIDELITY WISE ORIGIN BITCOIN17.8K shares-5.96%2025-12-312026-01-09

QUAL ISHARES TR6.6K shares-1.74%2025-12-312026-01-09

VV VANGUARD INDEX FDS4.2K shares-3.77%2025-12-312026-01-09

VB VANGUARD INDEX FDS5.1K shares-0.41%2025-12-312026-01-09

NVG NUVEEN AMT FREE MUN CR INC F102.2K shares40.79%2025-12-312026-01-09

VOT VANGUARD INDEX FDS4.5K shares7.30%2025-12-312026-01-09

Sponsored

NEM NEWMONT CORP12.3K shares-0.14%2025-12-312026-01-09

COWZ PACER FDS TR20.3K shares-23.48%2025-12-312026-01-09

NEA NUVEEN AMT FREE QLTY MUN INC104.8K shares46.34%2025-12-312026-01-09

DGRW WISDOMTREE TR13.3K shares-6.34%2025-12-312026-01-09

VBR VANGUARD INDEX FDS5.6K shares1.17%2025-12-312026-01-09

LQD ISHARES TR10.6K shares-13.68%2025-12-312026-01-09

CGGR CAPITAL GROUP GROWTH ETF26.1K shares1.38%2025-12-312026-01-09

VT VANGUARD INTL EQUITY INDEX F8.1K shares4.71%2025-12-312026-01-09

Sponsored

PPI INVESTMENT MANAGERS SER TR I60.8K shares43.34%2025-12-312026-01-09

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T5.9K shares-3.71%2025-12-312026-01-09

VPU VANGUARD WORLD FD5.9K shares0.15%2025-12-312026-01-09

TD TORONTO DOMINION BK ONT11.4K shares2.36%2025-12-312026-01-09

VNQ VANGUARD INDEX FDS12.1K shares-0.22%2025-12-312026-01-09

MCD MCDONALDS CORP3.5K shares53.84%2025-12-312026-01-09

IVV ISHARES TR1.5K shares56.47%2025-12-312026-01-09

ROE EA SERIES TRUST29.2K shares39.78%2025-12-312026-01-09

Sponsored

BSCU INVESCO EXCH TRD SLF IDX FD59.4K shares80.84%2025-12-312026-01-09

MTUM ISHARES TR3.9K shares-35.62%2025-12-312026-01-09

NAD NUVEEN QUALITY MUNCP INCOME79.2K shares8.78%2025-12-312026-01-09

BHB BAR HBR BANKSHARES30.6K shares0.00%2025-12-312026-01-09

SO SOUTHERN CO10.8K shares-0.38%2025-12-312026-01-09

SPY SPDR S&P 500 ETF TR1.4K shares1.54%2025-12-312026-01-09

IEFA ISHARES TR10.5K shares20.28%2025-12-312026-01-09

ITA ISHARES TR4.3K shares2.61%2025-12-312026-01-09

Sponsored

BILS SPDR SERIES TRUST9.1K shares112.71%2025-12-312026-01-09

XLU SELECT SECTOR SPDR TR21.0K shares105.08%2025-12-312026-01-09

BK BANK NEW YORK MELLON CORP7.7K shares-21.92%2025-12-312026-01-09

BA BOEING CO4.0K shares-2.11%2025-12-312026-01-09

DE DEERE & CO1.8K shares-0.27%2025-12-312026-01-09

BND VANGUARD BD INDEX FDS11.5K shares-5.23%2025-12-312026-01-09

AXON AXON ENTERPRISE INC1.5K shares0.00%2025-12-312026-01-09

DIVI FRANKLIN TEMPLETON ETF TR21.6K shares7.73%2025-12-312026-01-09

Sponsored

DMBS DOUBLELINE ETF TRUST16.9K shares141.89%2025-12-312026-01-09

XLV SELECT SECTOR SPDR TR5.2K shares73.99%2025-12-312026-01-09

ENB ENBRIDGE INC16.7K shares3.41%2025-12-312026-01-09

NZF NUVEEN MUNICIPAL CREDIT INC63.0K shares5.37%2025-12-312026-01-09

TT TRANE TECHNOLOGIES PLC2.0K shares0.00%2025-12-312026-01-09

VUG VANGUARD INDEX FDS1.6K shares-4.60%2025-12-312026-01-09

VTV VANGUARD INDEX FDS4.1K shares6.62%2025-12-312026-01-09

SUSA ISHARES TR5.6K shares9.18%2025-12-312026-01-09

Sponsored

SPSM SPDR SERIES TRUST16.7K shares-10.48%2025-12-312026-01-09

MDYV SPDR SERIES TRUST9.2K shares34.20%2025-12-312026-01-09

WPM WHEATON PRECIOUS METALS CORP6.6K shares0.00%2025-12-312026-01-09

MBB ISHARES TR8.0K shares-38.70%2025-12-312026-01-09

VGT VANGUARD WORLD FD987 shares-2.37%2025-12-312026-01-09

BINC BLACKROCK ETF TRUST II14.1K shares12.67%2025-12-312026-01-09

WU WESTERN UN CO78.1K shares13.33%2025-12-312026-01-09

JEPQ J P MORGAN EXCHANGE TRADED F12.2K shares16.99%2025-12-312026-01-09

Sponsored

ALLW SSGA ACTIVE TR25.4K shares79.29%2025-12-312026-01-09

CSCO CISCO SYS INC8.9K shares0.10%2025-12-312026-01-09

DIS DISNEY WALT CO6.0K shares73.59%2025-12-312026-01-09

F FORD MTR CO51.7K shares7.43%2025-12-312026-01-09

SHV ISHARES TR6.1K shares31.02%2025-12-312026-01-09

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW5.7K shares3.26%2025-12-312026-01-09

SCHQ SCHWAB STRATEGIC TR20.6K shares91.35%2025-12-312026-01-09

CVS CVS HEALTH CORP8.2K shares0.33%2025-12-312026-01-09

Sponsored

PSA PUBLIC STORAGE OPER CO2.5K shares-6.81%2025-12-312026-01-09

TSM TAIWAN SEMICONDUCTOR MFG LTD2.1K shares2.69%2025-12-312026-01-09

PYLD PIMCO ETF TR23.6K sharesnew addition2025-12-312026-01-09

GEV GE VERNOVA INC958 shares-4.01%2025-12-312026-01-09

CITIGROUP INC CITIGROUP INC5.3K shares0.26%2025-12-312026-01-09

VBK VANGUARD INDEX FDS2.0K shares2.37%2025-12-312026-01-09

DAL DELTA AIR LINES INC DEL8.8K shares-8.21%2025-12-312026-01-09

PM PHILIP MORRIS INTL INC3.8K shares0.18%2025-12-312026-01-09

Sponsored

MU MICRON TECHNOLOGY INC2.1K shares2.41%2025-12-312026-01-09

BILZ PIMCO ETF TR6.0K sharesnew addition2025-12-312026-01-09

EMR EMERSON ELEC CO4.5K shares-9.94%2025-12-312026-01-09

AXP AMERICAN EXPRESS CO1.6K shares-0.86%2025-12-312026-01-09

CGUS CAPITAL GROUP CORE EQUITY ET14.8K shares3.20%2025-12-312026-01-09

PLTR PALANTIR TECHNOLOGIES INC3.3K shares1.65%2025-12-312026-01-09

TJX TJX COS INC NEW3.8K shares-1.66%2025-12-312026-01-09

SPYG SPDR SERIES TRUST5.5K shares-6.47%2025-12-312026-01-09

Sponsored

VOOV VANGUARD ADMIRAL FDS INC2.9K shares0.14%2025-12-312026-01-09

LOW LOWES COS INC2.4K shares0.46%2025-12-312026-01-09

ESGV VANGUARD WORLD FD4.8K sharesnew addition2025-12-312026-01-09

BNS BANK NOVA SCOTIA HALIFAX7.9K shares0.06%2025-12-312026-01-09

RTX RTX CORPORATION3.2K shares0.06%2025-12-312026-01-09

TLH ISHARES TR5.5K shares34.89%2025-12-312026-01-09

XLY SELECT SECTOR SPDR TR4.6K shares65.25%2025-12-312026-01-09

EVT EATON VANCE TAX ADVT DIV INC21.8K shares0.00%2025-12-312026-01-09

Sponsored

WFC WELLS FARGO CO NEW5.9K shares0.00%2025-12-312026-01-09

VOE VANGUARD INDEX FDS3.0K shares0.54%2025-12-312026-01-09

RSPA INVESCO ACTIVELY MANAGED EXC10.4K shares7.11%2025-12-312026-01-09

AIG AMERICAN INTL GROUP INC6.2K shares0.49%2025-12-312026-01-09

PTLC PACER FDS TR9.4K shares-0.10%2025-12-312026-01-09

BMO BANK MONTREAL QUE4.0K shares0.15%2025-12-312026-01-09

COF CAPITAL ONE FINL CORP2.1K shares-6.58%2025-12-312026-01-09

SCHA SCHWAB STRATEGIC TR18.2K shares5.02%2025-12-312026-01-09

Sponsored

ORCL ORACLE CORP2.6K shares10.45%2025-12-312026-01-09

HDV ISHARES TR4.2K shares0.41%2025-12-312026-01-09

BSX BOSTON SCIENTIFIC CORP5.3K shares0.00%2025-12-312026-01-09

DGRO ISHARES TR7.2K shares-23.00%2025-12-312026-01-09

PEP PEPSICO INC3.5K shares1.42%2025-12-312026-01-09

RING ISHARES INC6.8K shares15.39%2025-12-312026-01-09

TPYP TORTOISE CAPITAL SERIES TRUS14.0K shares7.53%2025-12-312026-01-09

SURE ADVISORSHARES TR3.9K shares0.39%2025-12-312026-01-09

Sponsored

GLW CORNING INC5.5K shares-5.77%2025-12-312026-01-09

USMV ISHARES TR5.1K shares0.55%2025-12-312026-01-09

XLE SELECT SECTOR SPDR TR10.7K shares92.32%2025-12-312026-01-09

BSMT INVESCO EXCH TRD SLF IDX FD20.6K shares10.06%2025-12-312026-01-09

WM WASTE MGMT INC DEL2.1K sharesnew addition2025-12-312026-01-09

KRE SPDR SERIES TRUST7.3K shares-10.19%2025-12-312026-01-09

IMCG ISHARES TR5.8K shares22.40%2025-12-312026-01-09

MMM 3M CO2.9K shares0.04%2025-12-312026-01-09

Sponsored

IVW ISHARES TR3.6K shares78.12%2025-12-312026-01-09

BLACKSTONE INC BLACKSTONE INC2.9K shares0.21%2025-12-312026-01-09

UPS UNITED PARCEL SERVICE INC4.4K shares-0.43%2025-12-312026-01-09

HON HONEYWELL INTL INC2.3K shares0.76%2025-12-312026-01-09

GLDM WORLD GOLD TR5.1K shares15.07%2025-12-312026-01-09

QCOM QUALCOMM INC2.5K shares1.06%2025-12-312026-01-09

MEDTRONIC PLC MEDTRONIC PLC4.3K shares-4.32%2025-12-312026-01-09

SILA SILA REALTY TRUST INC17.8K shares-0.93%2025-12-312026-01-09

Sponsored

XMMO INVESCO EXCHANGE TRADED FD T3.0K shares6.61%2025-12-312026-01-09

XLSR SSGA ACTIVE TR6.6K shares-2.69%2025-12-312026-01-09

TIP ISHARES TR3.7K shares0.00%2025-12-312026-01-09

VO VANGUARD INDEX FDS1.4K shares-0.07%2025-12-312026-01-09

EFV ISHARES TR5.5K shares15.00%2025-12-312026-01-09

ITOT ISHARES TR2.6K shares0.11%2025-12-312026-01-09

V VISA INC1.1K shares-4.73%2025-12-312026-01-09

FLRN SPDR SERIES TRUST12.4K shares0.11%2025-12-312026-01-09

Sponsored

EPD ENTERPRISE PRODS PARTNERS L11.9K shares4.09%2025-12-312026-01-09

NEE NEXTERA ENERGY INC4.7K shares0.15%2025-12-312026-01-09

PH PARKER-HANNIFIN CORP431 shares0.23%2025-12-312026-01-09

GIS GENERAL MLS INC8.0K shares1.28%2025-12-312026-01-09

SPYV SPDR SERIES TRUST6.5K shares26.38%2025-12-312026-01-09

SHEL SHELL PLC5.0K shares-1.93%2025-12-312026-01-09

HSY HERSHEY CO2.0K shares0.10%2025-12-312026-01-09

BMY BRISTOL-MYERS SQUIBB CO6.8K shares16.38%2025-12-312026-01-09

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.1K shares-0.09%2025-12-312026-01-09

COP CONOCOPHILLIPS3.9K shares-0.34%2025-12-312026-01-09

DYNF BLACKROCK ETF TRUST5.9K sharesnew addition2025-12-312026-01-09

IBIT ISHARES BITCOIN TRUST ETF7.2K shares20.62%2025-12-312026-01-09

NMAI NUVEEN MULTI ASSET INCOME FU27.5K shares0.00%2025-12-312026-01-09

BROADCOM INC BROADCOM INC1.0K shares-1.25%2025-12-312026-01-09

VGK VANGUARD INTL EQUITY INDEX F4.2K shares10.09%2025-12-312026-01-09

BSMQ INVESCO EXCH TRD SLF IDX FD14.9K shares14.09%2025-12-312026-01-09

Sponsored

IDEV ISHARES TR4.2K shares7.60%2025-12-312026-01-09

TFC TRUIST FINL CORP7.1K shares7.85%2025-12-312026-01-09

MS MORGAN STANLEY2.0K shares-5.88%2025-12-312026-01-09

BP BP PLC10.1K shares-0.08%2025-12-312026-01-09

BSMR INVESCO EXCH TRD SLF IDX FD14.6K shares24.18%2025-12-312026-01-09

PRU PRUDENTIAL FINL INC3.1K shares0.03%2025-12-312026-01-09

BLACKROCK INC BLACKROCK INC322 shares0.31%2025-12-312026-01-09

MINT PIMCO ETF TR3.4K shares0.30%2025-12-312026-01-09

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VIOG VANGUARD ADMIRAL FDS INC2.7K shares0.55%2025-12-312026-01-09

CM CANADIAN IMPERIAL BANK OF CO3.6K shares0.11%2025-12-312026-01-09

IWX ISHARES TR3.5K shares0.03%2025-12-312026-01-09

BSMS INVESCO EXCH TRD SLF IDX FD13.7K shares15.64%2025-12-312026-01-09

ETG EATON VANCE TX ADV GLBL DIV13.7K shares0.00%2025-12-312026-01-09

XSMO INVESCO EXCHANGE TRADED FD T4.4K shares0.00%2025-12-312026-01-09

SPMD SPDR SERIES TRUST5.4K shares-21.77%2025-12-312026-01-09

AN AUTONATION INC1.5K shares0.00%2025-12-312026-01-09

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XSVM INVESCO EXCHANGE TRADED FD T5.4K shares0.11%2025-12-312026-01-09

AMD ADVANCED MICRO DEVICES INC1.4K shares2.86%2025-12-312026-01-09

O REALTY INCOME CORP5.4K shares0.33%2025-12-312026-01-09

AGG ISHARES TR3.0K shares-0.42%2025-12-312026-01-09

IWV ISHARES TR783 shares0.00%2025-12-312026-01-09

DVY ISHARES TR2.1K shares0.47%2025-12-312026-01-09

ACWX ISHARES TR4.5K shares-1.69%2025-12-312026-01-09

IXUS ISHARES TR3.5K shares19.40%2025-12-312026-01-09

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GILD GILEAD SCIENCES INC2.4K shares5.01%2025-12-312026-01-09

POCT INNOVATOR ETFS TRUST6.8K shares8.72%2025-12-312026-01-09

RTRE COLLABORATIVE INVESTMNT SER11.7K sharesnew addition2025-12-312026-01-09

JCPB J P MORGAN EXCHANGE TRADED F6.2K shares0.21%2025-12-312026-01-09

KBWB INVESCO EXCH TRADED FD TR II3.4K sharesnew addition2025-12-312026-01-09

CSQ CALAMOS STRATEGIC TOTAL RETU14.9K shares-5.37%2025-12-312026-01-09

WYNN WYNN RESORTS LTD2.4K shares-4.04%2025-12-312026-01-09

EXG EATON VANCE TAX-MANAGED GLOB29.6K shares0.00%2025-12-312026-01-09

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VUSB VANGUARD BD INDEX FDS5.6K sharesnew addition2025-12-312026-01-09

IEI ISHARES TR2.3K sharesnew addition2025-12-312026-01-09

UNILEVER PLC UNILEVER PLC4.3K sharesnew addition2025-12-312026-01-09

DFAS DIMENSIONAL ETF TRUST4.0K shares-10.12%2025-12-312026-01-09

SLV ISHARES SILVER TR4.3K shares-28.05%2025-12-312026-01-09

MTB M & T BK CORP1.4K shares0.22%2025-12-312026-01-09

IJS ISHARES TR2.4K shares14.99%2025-12-312026-01-09

ADI ANALOG DEVICES INC1.0K shares1.10%2025-12-312026-01-09

Sponsored

MPC MARATHON PETE CORP1.7K shares0.00%2025-12-312026-01-09

CL COLGATE PALMOLIVE CO3.4K shares0.06%2025-12-312026-01-09

EMB ISHARES TR2.8K sharesnew addition2025-12-312026-01-09

VXUS VANGUARD STAR FDS3.5K shares10.04%2025-12-312026-01-09

INTC INTEL CORP7.2K shares-3.38%2025-12-312026-01-09

DRAFTKINGS INC NEW DRAFTKINGS INC NEW7.6K shares-15.36%2025-12-312026-01-09

WBD WARNER BROS DISCOVERY INC9.0K sharesnew addition2025-12-312026-01-09

MFC MANULIFE FINL CORP7.1K shares0.41%2025-12-312026-01-09

Sponsored

LVS LAS VEGAS SANDS CORP4.0K shares0.10%2025-12-312026-01-09

VLO VALERO ENERGY CORP1.6K shares0.06%2025-12-312026-01-09

XMVM INVESCO EXCHANGE TRADED FD T4.0K shares0.00%2025-12-312026-01-09

ONEQ FIDELITY COMWLTH TR2.8K shares16.69%2025-12-312026-01-09

XLG INVESCO EXCHANGE TRADED FD T4.3K shares19.64%2025-12-312026-01-09

ADX ADAMS DIVERSIFIED EQUITY FD10.8K shares0.00%2025-12-312026-01-09

OSK OSHKOSH CORP2.0K shares0.00%2025-12-312026-01-09

UUUU ENERGY FUELS INC17.2K shares0.00%2025-12-312026-01-09

Sponsored

CALF PACER FDS TR5.6K shares-21.09%2025-12-312026-01-09

EWJ ISHARES INC3.1K sharesnew addition2025-12-312026-01-09

FDX FEDEX CORP860 sharesnew addition2025-12-312026-01-09

ETV EATON VANCE TAX-MANAGED BUY-17.2K shares0.00%2025-12-312026-01-09

USRT ISHARES TR4.3K shares-13.09%2025-12-312026-01-09

ISTB ISHARES TR5.0K shares-2.46%2025-12-312026-01-09

CWST CASELLA WASTE SYS INC2.5K shares2.05%2025-12-312026-01-09

SPYI NEOS ETF TRUST4.5K shares3.10%2025-12-312026-01-09

Sponsored

SCHV SCHWAB STRATEGIC TR7.9K sharesnew addition2025-12-312026-01-09

NKE NIKE INC3.7K sharesnew addition2025-12-312026-01-09

XLC SELECT SECTOR SPDR TR2.0K shares-2.14%2025-12-312026-01-09

ALPS ETF TR ALPS ETF TR4.9K shares0.57%2025-12-312026-01-09

MDLZ MONDELEZ INTL INC4.3K shares-3.27%2025-12-312026-01-09

NFLX NETFLIX INC2.4K sharesnew addition2025-12-312026-01-09

CEF SPROTT ASSET MANAGEMENT LP4.9K sharesnew addition2025-12-312026-01-09

CIBR FIRST TR EXCHANGE TRADED FD3.2K shares9.64%2025-12-312026-01-09

Sponsored

ITW ILLINOIS TOOL WKS INC899 shares3.21%2025-12-312026-01-09

JCI JOHNSON CTLS INTL PLC1.8K shares0.00%2025-12-312026-01-09

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN9.8K sharesnew addition2025-12-312026-01-09

SCHW SCHWAB CHARLES CORP2.2K sharesnew addition2025-12-312026-01-09

WELL WELLTOWER INC1.2K shares-2.08%2025-12-312026-01-09

UNP UNION PAC CORP941 sharesnew addition2025-12-312026-01-09

NOBL PROSHARES TR2.1K shares-15.92%2025-12-312026-01-09

TRV TRAVELERS COMPANIES INC745 shares0.00%2025-12-312026-01-09

Sponsored

YUM YUM BRANDS INC1.4K shares5.70%2025-12-312026-01-09

GFEB FIRST TR EXCHNG TRADED FD VI5.2K shares0.00%2025-12-312026-01-09

GGZ GABELLI GLOBAL SMALL & MID C14.3K shares0.55%2025-12-312026-01-09

ABT ABBOTT LABS1.7K shares4.86%2025-12-312026-01-09

CGDG CAPITAL GROUP DIVIDEND GROWE6.0K sharesnew addition2025-12-312026-01-09

LOGI LOGITECH INTL S A2.1K shares0.00%2025-12-312026-01-09

SHE SPDR SERIES TRUST1.6K sharesnew addition2025-12-312026-01-09

LMT LOCKHEED MARTIN CORP438 shares0.00%2025-12-312026-01-09

Sponsored

KEY KEYCORP10.3K shares-0.98%2025-12-312026-01-09

FCX FREEPORT-MCMORAN INC4.2K sharesnew addition2025-12-312026-01-09

VIGI VANGUARD WHITEHALL FDS2.3K shares0.43%2025-12-312026-01-09

FNDF SCHWAB STRATEGIC TR4.7K sharesnew addition2025-12-312026-01-09

MDY SPDR S&P MIDCAP 400 ETF TR349 shares0.00%2025-12-312026-01-09

IBMQ ISHARES TR8.2K sharesnew addition2025-12-312026-01-09

COIN COINBASE GLOBAL INC930 sharesnew addition2025-12-312026-01-09

SBUX STARBUCKS CORP2.5K shares-4.05%2025-12-312026-01-09

Sponsored

IJH ISHARES TR3.2K shares-18.67%2025-12-312026-01-09

TRMK TRUSTMARK CORP5.4K shares0.13%2025-12-312026-01-09

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND773 sharesnew addition2025-12-312026-01-09

MLI MUELLER INDS INC1.8K sharesnew addition2025-12-312026-01-09

NIE VIRTUS EQUITY & CONV INCM FD8.2K shares0.00%2025-12-312026-01-09

IUSG ISHARES TR1.2K sharesnew addition2025-12-312026-01-09

GM GENERAL MTRS CO2.5K sharesnew addition2025-12-312026-01-09

BSCV INVESCO EXCH TRD SLF IDX FD12.0K sharesnew addition2025-12-312026-01-09

Sponsored

FOF COHEN & STEERS CLOSED-END OP11.5K shares0.30%2025-12-312026-01-09

PCF HIGH INCOME SECS FD24.7K shares-0.25%2025-12-312026-01-09

MMU WESTERN ASSET MANAGED MUNS F11.9K shares0.54%2025-12-312026-01-09

BDJ BLACKROCK ENHANCED EQUITY DI12.1K shares0.88%2025-12-312026-01-09

OIA INVESCO MUNI INCOME OPP TRST17.8K shares0.47%2025-12-312026-01-09

USA LIBERTY ALL STAR EQUITY FD11.1K shares0.00%2025-12-312026-01-09

PLUG PLUG POWER INC33.5K shares0.00%2025-12-312026-01-09

MFM MFS MUN INCOME TR10.3K shares0.00%2025-12-312026-01-09

Sponsored

TMQ TRILOGY METALS INC NEW12.2K sharesnew addition2025-12-312026-01-09

NAK NORTHERN DYNASTY MINERALS LT25.0K shares138.50%2025-12-312026-01-09

VVR INVESCO SR INCOME TR12.5K shares2.28%2025-12-312026-01-09

PSEC PROSPECT CAP CORP15.2K shares2.22%2025-12-312026-01-09

Call Option Holdings

SPDR S&P 500 ETF TR Call CallSPDR S&P 500 ETF TR4.0K shares0.00%2025-12-312026-01-09

Put Option Holdings

HOME DEPOT INC Put PutHOME DEPOT INC4.6K shares0.00%2025-12-312026-01-09