The Analysis of Smallwood Wealth Investment Management, LLC's Holdings

Currently, Smallwood Wealth Investment Management, LLC holds 528 types of securities in its portfolio with a total value $194.6M. In the most recent quarter, they have increased their positions in ITOT (+12.7K shares, valued at $1.9M), HELO (+21.3K shares, valued at $1.4M), JCPB (+14.7K shares, valued at $697.2K); decreased their positions in MUB (-3.0K shares, valued at $314.3K), IVT (-2.0K shares, valued at $57.3K), MSFT (-40 shares, valued at $20.7K); initiated new positions in PGNY (+27.1K shares, valued at $582.7K), CRWV (+100 shares, valued at $13.7K), BUZZ (+212 shares, valued at $7.7K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ITOT ISHARES TR373.9K shares3.53%2025-09-302025-10-17

AAPL APPLE INC47.0K shares0.41%2025-09-302025-10-17

VTI VANGUARD INDEX FDS32.9K shares0.19%2025-09-302025-10-17

VOE VANGUARD INDEX FDS47.0K shares3.63%2025-09-302025-10-17

ICE INTERCONTINENTAL EXCHANGE IN34.5K shares-0.25%2025-09-302025-10-17

FRDM EA SERIES TRUST123.2K shares3.78%2025-09-302025-10-17

PULS PGIM ETF TR103.1K shares10.09%2025-09-302025-10-17

CGDV CAPITAL GROUP DIVIDEND VALUE119.0K shares3.15%2025-09-302025-10-17

Sponsored

HELO J P MORGAN EXCHANGE TRADED F74.3K shares40.23%2025-09-302025-10-17

CGGO CAPITAL GROUP GBL GROWTH EQT121.9K shares4.16%2025-09-302025-10-17

DWM WISDOMTREE TR60.8K shares4.06%2025-09-302025-10-17

MMIT NEW YORK LIFE INVTS ACTIVE E132.8K shares20.97%2025-09-302025-10-17

VDE VANGUARD WORLD FD22.9K shares6.09%2025-09-302025-10-17

AMJB JPMORGAN CHASE FINL CO LLC94.9K shares5.31%2025-09-302025-10-17

MSFT MICROSOFT CORP5.1K shares-0.78%2025-09-302025-10-17

PM PHILIP MORRIS INTL INC16.0K shares-0.08%2025-09-302025-10-17

Sponsored

NVDA NVIDIA CORPORATION13.7K shares1.12%2025-09-302025-10-17

GUNR FLEXSHARES TR57.9K shares3.79%2025-09-302025-10-17

MUB ISHARES TR22.9K shares-11.42%2025-09-302025-10-17

RWR SPDR SERIES TRUST18.9K shares3.79%2025-09-302025-10-17

RZV INVESCO EXCHANGE TRADED FD T15.4K shares13.22%2025-09-302025-10-17

GOOG ALPHABET INC7.2K shares-0.01%2025-09-302025-10-17

JCPB J P MORGAN EXCHANGE TRADED F34.9K shares72.31%2025-09-302025-10-17

IBM INTERNATIONAL BUSINESS MACHS5.8K shares0.00%2025-09-302025-10-17

Sponsored

JEPQ J P MORGAN EXCHANGE TRADED F27.6K shares46.33%2025-09-302025-10-17

XOM EXXON MOBIL CORP12.7K shares0.09%2025-09-302025-10-17

VOO VANGUARD INDEX FDS2.2K shares0.00%2025-09-302025-10-17

SCHF SCHWAB STRATEGIC TR57.9K shares0.00%2025-09-302025-10-17

PG PROCTER AND GAMBLE CO8.6K shares-0.06%2025-09-302025-10-17

JEPI J P MORGAN EXCHANGE TRADED F19.8K shares22.72%2025-09-302025-10-17

NFLX NETFLIX INC819 shares4.60%2025-09-302025-10-17

BR BROADRIDGE FINL SOLUTIONS IN3.8K shares0.16%2025-09-302025-10-17

Sponsored

AMZN AMAZON COM INC4.0K shares1.49%2025-09-302025-10-17

PEG PUBLIC SVC ENTERPRISE GRP IN9.3K shares0.00%2025-09-302025-10-17

ORCL ORACLE CORP2.6K shares0.31%2025-09-302025-10-17

HD HOME DEPOT INC1.8K shares-0.68%2025-09-302025-10-17

MDLZ MONDELEZ INTL INC10.6K shares-0.38%2025-09-302025-10-17

CVX CHEVRON CORP NEW4.3K shares-0.12%2025-09-302025-10-17

DIS DISNEY WALT CO5.6K shares0.54%2025-09-302025-10-17

AVGO BROADCOM INC1.9K shares0.52%2025-09-302025-10-17

Sponsored

JPM JPMORGAN CHASE & CO.2.0K shares0.25%2025-09-302025-10-17

VEU VANGUARD INTL EQUITY INDEX F8.5K shares0.00%2025-09-302025-10-17

PGNY PROGYNY INC27.1K sharesnew addition2025-09-302025-10-17

ABBV ABBVIE INC2.5K shares-0.04%2025-09-302025-10-17

LQD ISHARES TR4.7K shares0.00%2025-09-302025-10-17

FBTC FIDELITY WISE ORIGIN BITCOIN5.1K shares0.00%2025-09-302025-10-17

NJR NEW JERSEY RES CORP10.6K shares0.15%2025-09-302025-10-17

CAT CATERPILLAR INC1.0K shares0.00%2025-09-302025-10-17

Sponsored

T AT&T INC17.2K shares0.00%2025-09-302025-10-17

JNJ JOHNSON & JOHNSON2.6K shares-3.47%2025-09-302025-10-17

META META PLATFORMS INC635 shares1.93%2025-09-302025-10-17

FSCO FS CREDIT OPPORTUNITIES CORP65.7K shares0.00%2025-09-302025-10-17

PLTR PALANTIR TECHNOLOGIES INC2.5K shares0.00%2025-09-302025-10-17

IWM ISHARES TR1.7K shares0.00%2025-09-302025-10-17

BIV VANGUARD BD INDEX FDS5.3K shares0.00%2025-09-302025-10-17

JPIB J P MORGAN EXCHANGE TRADED F7.7K shares35.94%2025-09-302025-10-17

Sponsored

MO ALTRIA GROUP INC5.4K shares-0.44%2025-09-302025-10-17

PEP PEPSICO INC2.4K shares-0.25%2025-09-302025-10-17

SPY SPDR S&P 500 ETF TR501 shares126.70%2025-09-302025-10-17

MS MORGAN STANLEY2.1K shares0.00%2025-09-302025-10-17

SPYV SPDR SERIES TRUST5.8K shares0.00%2025-09-302025-10-17

MRK MERCK & CO INC3.8K shares1.34%2025-09-302025-10-17

BA BOEING CO1.5K shares-2.80%2025-09-302025-10-17

IVT INVENTRUST PPTYS CORP10.7K shares-15.80%2025-09-302025-10-17

Sponsored

WPM WHEATON PRECIOUS METALS CORP2.7K shares0.00%2025-09-302025-10-17

MTB M & T BK CORP1.5K shares-0.20%2025-09-302025-10-17

BMY BRISTOL-MYERS SQUIBB CO6.6K shares0.00%2025-09-302025-10-17

VLY VALLEY NATL BANCORP27.9K shares0.00%2025-09-302025-10-17

LIN LINDE PLC605 shares0.00%2025-09-302025-10-17

CL COLGATE PALMOLIVE CO3.5K shares0.00%2025-09-302025-10-17

CMCSA COMCAST CORP NEW8.3K shares-0.30%2025-09-302025-10-17

WMT WALMART INC2.5K shares1.49%2025-09-302025-10-17

Sponsored

AMGN AMGEN INC899 shares-0.66%2025-09-302025-10-17

FSK FS KKR CAP CORP16.8K shares0.00%2025-09-302025-10-17

JLL JONES LANG LASALLE INC816 shares0.00%2025-09-302025-10-17

AXP AMERICAN EXPRESS CO715 shares-0.42%2025-09-302025-10-17

MSI MOTOROLA SOLUTIONS INC491 shares0.00%2025-09-302025-10-17

BX BLACKSTONE INC1.3K shares0.15%2025-09-302025-10-17

MCD MCDONALDS CORP722 shares-0.41%2025-09-302025-10-17

VZ VERIZON COMMUNICATIONS INC5.0K shares14.67%2025-09-302025-10-17

Sponsored

V VISA INC627 shares-0.32%2025-09-302025-10-17

GOOGL ALPHABET INC879 shares2.21%2025-09-302025-10-17

NXJ NUVEEN NEW JERSEY QULT MUN F15.5K shares0.00%2025-09-302025-10-17

ADP AUTOMATIC DATA PROCESSING IN630 shares0.00%2025-09-302025-10-17

LOW LOWES COS INC731 shares-0.54%2025-09-302025-10-17

GLD SPDR GOLD TR499 shares0.00%2025-09-302025-10-17

IEFA ISHARES TR2.0K shares0.00%2025-09-302025-10-17

LMT LOCKHEED MARTIN CORP348 shares2.35%2025-09-302025-10-17

Sponsored

RTX RTX CORPORATION991 shares-0.70%2025-09-302025-10-17

XLK SELECT SECTOR SPDR TR582 shares0.00%2025-09-302025-10-17

IVV ISHARES TR238 shares-2.06%2025-09-302025-10-17

LLY ELI LILLY & CO208 shares0.97%2025-09-302025-10-17

SHOP SHOPIFY INC1.1K shares-8.60%2025-09-302025-10-17

CPRX CATALYST PHARMACEUTICALS INC8.0K shares0.00%2025-09-302025-10-17

CHD CHURCH & DWIGHT CO INC1.8K shares0.00%2025-09-302025-10-17

DUK DUKE ENERGY CORP NEW1.2K shares0.08%2025-09-302025-10-17

Sponsored

CSCO CISCO SYS INC2.2K shares-1.58%2025-09-302025-10-17

TRV TRAVELERS COMPANIES INC523 shares0.00%2025-09-302025-10-17

UAL UNITED AIRLS HLDGS INC1.5K shares50.00%2025-09-302025-10-17

TSLA TESLA INC320 shares48.15%2025-09-302025-10-17

MRVL MARVELL TECHNOLOGY INC1.7K shares0.00%2025-09-302025-10-17

RSG REPUBLIC SVCS INC610 shares22.00%2025-09-302025-10-17

AVUV AMERICAN CENTY ETF TR1.4K shares0.00%2025-09-302025-10-17

SCHH SCHWAB STRATEGIC TR6.2K shares0.00%2025-09-302025-10-17

Sponsored

PFE PFIZER INC5.1K shares-8.92%2025-09-302025-10-17

BLK BLACKROCK INC111 shares1.83%2025-09-302025-10-17

GBTC GRAYSCALE BITCOIN TRUST ETF1.4K shares0.00%2025-09-302025-10-17

ABT ABBOTT LABS952 shares-0.73%2025-09-302025-10-17

DFAE DIMENSIONAL ETF TRUST4.0K shares0.00%2025-09-302025-10-17

SO SOUTHERN CO1.3K shares0.00%2025-09-302025-10-17

WFC WELLS FARGO CO NEW1.5K shares-3.30%2025-09-302025-10-17

COST COSTCO WHSL CORP NEW131 shares18.02%2025-09-302025-10-17

Sponsored

PNC PNC FINL SVCS GROUP INC591 shares-0.84%2025-09-302025-10-17

VB VANGUARD INDEX FDS465 shares0.22%2025-09-302025-10-17

IEMG ISHARES INC1.8K shares-5.21%2025-09-302025-10-17

IWN ISHARES TR658 shares0.00%2025-09-302025-10-17

GEV GE VERNOVA INC181 shares16.03%2025-09-302025-10-17

QQQ INVESCO QQQ TR184 shares0.00%2025-09-302025-10-17

MA MASTERCARD INCORPORATED189 shares0.00%2025-09-302025-10-17

AGG ISHARES TR1.0K shares0.10%2025-09-302025-10-17

Sponsored

LPLA LPL FINL HLDGS INC312 shares-1.27%2025-09-302025-10-17

PTCT PTC THERAPEUTICS INC1.7K shares0.00%2025-09-302025-10-17

KO COCA COLA CO1.5K shares-0.07%2025-09-302025-10-17

ETN EATON CORP PLC250 shares0.00%2025-09-302025-10-17

KTOS KRATOS DEFENSE & SEC SOLUTIO1.0K shares0.00%2025-09-302025-10-17

UNH UNITEDHEALTH GROUP INC254 shares-1.55%2025-09-302025-10-17

GE GE AEROSPACE283 shares0.00%2025-09-302025-10-17

VLO VALERO ENERGY CORP500 shares0.00%2025-09-302025-10-17

Sponsored

CVS CVS HEALTH CORP1.1K shares0.00%2025-09-302025-10-17

GLW CORNING INC1.0K shares0.00%2025-09-302025-10-17

NSC NORFOLK SOUTHN CORP275 shares0.00%2025-09-302025-10-17

BAC BANK AMERICA CORP1.6K shares-6.74%2025-09-302025-10-17

BK BANK NEW YORK MELLON CORP752 shares2.04%2025-09-302025-10-17

ADBE ADOBE INC232 shares0.00%2025-09-302025-10-17

KMI KINDER MORGAN INC DEL2.9K shares0.00%2025-09-302025-10-17

EMN EASTMAN CHEM CO1.3K shares0.00%2025-09-302025-10-17

Sponsored

CRM SALESFORCE INC338 shares-7.90%2025-09-302025-10-17

VYM VANGUARD WHITEHALL FDS550 shares0.00%2025-09-302025-10-17

AVDV AMERICAN CENTY ETF TR856 shares0.00%2025-09-302025-10-17

BNDX VANGUARD CHARLOTTE FDS1.5K shares-2.36%2025-09-302025-10-17

SCHD SCHWAB STRATEGIC TR2.7K shares0.00%2025-09-302025-10-17

CMG CHIPOTLE MEXICAN GRILL INC1.9K shares0.00%2025-09-302025-10-17

TMO THERMO FISHER SCIENTIFIC INC149 shares93.51%2025-09-302025-10-17

TTWO TAKE-TWO INTERACTIVE SOFTWAR275 shares0.00%2025-09-302025-10-17

Sponsored

S SENTINELONE INC4.0K shares0.00%2025-09-302025-10-17

IWF ISHARES TR150 shares0.00%2025-09-302025-10-17

DIA SPDR DOW JONES INDL AVERAGE150 shares0.00%2025-09-302025-10-17

VCIT VANGUARD SCOTTSDALE FDS822 shares-9.87%2025-09-302025-10-17

COF CAPITAL ONE FINL CORP322 shares0.00%2025-09-302025-10-17

DELL DELL TECHNOLOGIES INC470 shares0.00%2025-09-302025-10-17

VGT VANGUARD WORLD FD86 shares22.86%2025-09-302025-10-17

PHO INVESCO EXCHANGE TRADED FD T890 shares0.00%2025-09-302025-10-17

Sponsored

MTZ MASTEC INC300 shares0.00%2025-09-302025-10-17

IVE ISHARES TR308 shares0.00%2025-09-302025-10-17

CMI CUMMINS INC150 shares0.00%2025-09-302025-10-17

BRO BROWN & BROWN INC668 shares0.00%2025-09-302025-10-17

AEP AMERICAN ELEC PWR CO INC550 shares0.00%2025-09-302025-10-17

SBUX STARBUCKS CORP726 shares34.69%2025-09-302025-10-17

KKR KKR & CO INC472 shares-1.87%2025-09-302025-10-17

WTW WILLIS TOWERS WATSON PLC LTD177 shares0.00%2025-09-302025-10-17

Sponsored

IFF INTERNATIONAL FLAVORS&FRAGRA987 shares0.00%2025-09-302025-10-17

BXMX NUVEEN S&P 500 BUY-WRITE INC4.1K shares0.44%2025-09-302025-10-17

MDT MEDTRONIC PLC611 shares0.00%2025-09-302025-10-17

YUM YUM BRANDS INC382 shares0.00%2025-09-302025-10-17

VNQ VANGUARD INDEX FDS630 shares0.00%2025-09-302025-10-17

SCHX SCHWAB STRATEGIC TR2.2K shares17.27%2025-09-302025-10-17

PPG PPG INDS INC527 shares0.76%2025-09-302025-10-17

MMM 3M CO353 shares0.00%2025-09-302025-10-17

Sponsored

PMM PUTNAM MANAGED MUN INCOME TR9.0K shares0.00%2025-09-302025-10-17

MDY SPDR S&P MIDCAP 400 ETF TR90 shares0.00%2025-09-302025-10-17

ED CONSOLIDATED EDISON INC532 shares0.00%2025-09-302025-10-17

HPI HANCOCK JOHN PFD INCOME FD3.0K shares-7.81%2025-09-302025-10-17

RDVI FIRST TR EXCHANGE-TRADED FD2.0K shares0.00%2025-09-302025-10-17

FNB F N B CORP3.1K shares0.00%2025-09-302025-10-17

EEM ISHARES TR937 shares0.00%2025-09-302025-10-17

IJH ISHARES TR750 shares0.00%2025-09-302025-10-17

Sponsored

XLF SELECT SECTOR SPDR TR908 shares0.00%2025-09-302025-10-17

LRCX LAM RESEARCH CORP360 shares0.00%2025-09-302025-10-17

NOW SERVICENOW INC52 shares4.00%2025-09-302025-10-17

VRTX VERTEX PHARMACEUTICALS INC121 shares0.00%2025-09-302025-10-17

MU MICRON TECHNOLOGY INC276 shares0.00%2025-09-302025-10-17

DE DEERE & CO100 shares0.00%2025-09-302025-10-17

UBER UBER TECHNOLOGIES INC465 shares0.00%2025-09-302025-10-17

F FORD MTR CO3.8K shares1.29%2025-09-302025-10-17

Sponsored

IUSV ISHARES TR444 shares0.00%2025-09-302025-10-17

TROW PRICE T ROWE GROUP INC426 shares0.00%2025-09-302025-10-17

AMAT APPLIED MATLS INC213 shares1.91%2025-09-302025-10-17

KMB KIMBERLY-CLARK CORP350 shares0.00%2025-09-302025-10-17

MAR MARRIOTT INTL INC NEW165 shares312.50%2025-09-302025-10-17

NBIX NEUROCRINE BIOSCIENCES INC305 shares0.00%2025-09-302025-10-17

TSCO TRACTOR SUPPLY CO750 shares0.00%2025-09-302025-10-17

CB CHUBB LIMITED150 shares-1.96%2025-09-302025-10-17

Sponsored

IBIT ISHARES BITCOIN TRUST ETF639 shares0.00%2025-09-302025-10-17

COP CONOCOPHILLIPS435 shares2.59%2025-09-302025-10-17

CRWD CROWDSTRIKE HLDGS INC84 shares52.73%2025-09-302025-10-17

DFAI DIMENSIONAL ETF TRUST1.1K shares0.00%2025-09-302025-10-17

HIG HARTFORD INSURANCE GROUP INC300 shares0.00%2025-09-302025-10-17

SYK STRYKER CORPORATION106 shares-1.85%2025-09-302025-10-17

EFA ISHARES TR419 shares0.00%2025-09-302025-10-17

KRG KITE RLTY GROUP TR1.7K shares57.90%2025-09-302025-10-17

Sponsored

ETY EATON VANCE TAX-MANAGED DIVE2.4K shares0.00%2025-09-302025-10-17

STWD STARWOOD PPTY TR INC2.0K shares0.00%2025-09-302025-10-17

WBD WARNER BROS DISCOVERY INC2.0K shares0.00%2025-09-302025-10-17

DSM BNY MELLON STRATEGIC MUN BD6.5K shares0.00%2025-09-302025-10-17

VUG VANGUARD INDEX FDS78 shares0.00%2025-09-302025-10-17

HACK AMPLIFY ETF TR425 shares0.00%2025-09-302025-10-17

AMD ADVANCED MICRO DEVICES INC228 shares7.04%2025-09-302025-10-17

IEI ISHARES TR307 shares-16.12%2025-09-302025-10-17

Sponsored

TIP ISHARES TR328 shares-2.38%2025-09-302025-10-17

SLB SCHLUMBERGER LTD1.1K shares-2.22%2025-09-302025-10-17

EPD ENTERPRISE PRODS PARTNERS L1.2K shares0.00%2025-09-302025-10-17

VRP INVESCO EXCH TRADED FD TR II1.4K shares0.00%2025-09-302025-10-17

RCL ROYAL CARIBBEAN GROUP109 shares0.00%2025-09-302025-10-17

CDNS CADENCE DESIGN SYSTEM INC100 shares-2.91%2025-09-302025-10-17

WELL WELLTOWER INC195 shares5.41%2025-09-302025-10-17

GD GENERAL DYNAMICS CORP100 shares0.00%2025-09-302025-10-17

Sponsored

SLV ISHARES SILVER TR800 shares0.00%2025-09-302025-10-17

C CITIGROUP INC331 shares0.00%2025-09-302025-10-17

IAU ISHARES GOLD TR454 shares0.00%2025-09-302025-10-17

PSX PHILLIPS 66242 shares0.83%2025-09-302025-10-17

CEG CONSTELLATION ENERGY CORP100 shares0.00%2025-09-302025-10-17

HBAN HUNTINGTON BANCSHARES INC1.9K shares0.00%2025-09-302025-10-17

INTC INTEL CORP963 shares0.00%2025-09-302025-10-17

ABR ARBOR REALTY TRUST INC2.6K shares0.00%2025-09-302025-10-17

Sponsored

SPYG SPDR SERIES TRUST301 shares0.00%2025-09-302025-10-17

VWO VANGUARD INTL EQUITY INDEX F578 shares0.00%2025-09-302025-10-17

DKNG DRAFTKINGS INC NEW802 shares0.00%2025-09-302025-10-17

CIBR FIRST TR EXCHANGE TRADED FD385 shares0.00%2025-09-302025-10-17

SPGI S&P GLOBAL INC60 shares7.14%2025-09-302025-10-17

CNP CENTERPOINT ENERGY INC750 shares0.00%2025-09-302025-10-17

NVG NUVEEN AMT FREE MUN CR INC F2.4K shares1.25%2025-09-302025-10-17

GIS GENERAL MLS INC565 shares0.00%2025-09-302025-10-17

Sponsored

RGLD ROYAL GOLD INC139 shares0.00%2025-09-302025-10-17

XLC SELECT SECTOR SPDR TR226 shares0.00%2025-09-302025-10-17

TRP TC ENERGY CORP485 shares0.00%2025-09-302025-10-17

CGW INVESCO EXCH TRADED FD TR II402 shares0.00%2025-09-302025-10-17

NVS NOVARTIS AG200 shares0.00%2025-09-302025-10-17

XTN SPDR SERIES TRUST300 shares0.00%2025-09-302025-10-17

VWOB VANGUARD WHITEHALL FDS374 shares0.00%2025-09-302025-10-17

GILD GILEAD SCIENCES INC225 shares0.00%2025-09-302025-10-17

Sponsored

BABA ALIBABA GROUP HLDG LTD138 shares0.00%2025-09-302025-10-17

FCF FIRST COMWLTH FINL CORP PA1.4K shares0.00%2025-09-302025-10-17

SOFI SOFI TECHNOLOGIES INC900 shares-4.76%2025-09-302025-10-17

FDX FEDEX CORP100 shares0.00%2025-09-302025-10-17

ITW ILLINOIS TOOL WKS INC90 shares0.00%2025-09-302025-10-17

NOBL PROSHARES TR227 shares0.00%2025-09-302025-10-17

AAL AMERICAN AIRLS GROUP INC2.1K shares0.00%2025-09-302025-10-17

DLR DIGITAL RLTY TR INC134 shares0.00%2025-09-302025-10-17

Sponsored

HON HONEYWELL INTL INC109 shares4.81%2025-09-302025-10-17

FCX FREEPORT-MCMORAN INC576 shares204.76%2025-09-302025-10-17

BDX BECTON DICKINSON & CO120 shares-9.09%2025-09-302025-10-17

NEE NEXTERA ENERGY INC291 shares-7.32%2025-09-302025-10-17

NOK NOKIA CORP4.6K shares1546.21%2025-09-302025-10-17

NI NISOURCE INC500 shares0.00%2025-09-302025-10-17

SMR NUSCALE PWR CORP600 shares0.00%2025-09-302025-10-17

FMN FEDERATED HERMES PREM MUNI I1.9K shares0.00%2025-09-302025-10-17

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SHEL SHELL PLC300 shares-4.15%2025-09-302025-10-17

XHR XENIA HOTELS & RESORTS INC1.6K shares-13.41%2025-09-302025-10-17

STIP ISHARES TR200 shares0.00%2025-09-302025-10-17

MGK VANGUARD WORLD FD50 shares0.00%2025-09-302025-10-17

CFG CITIZENS FINL GROUP INC378 shares0.00%2025-09-302025-10-17

DTE DTE ENERGY CO142 shares0.00%2025-09-302025-10-17

RIOT RIOT PLATFORMS INC1.1K shares0.00%2025-09-302025-10-17

DFUV DIMENSIONAL ETF TRUST448 shares0.00%2025-09-302025-10-17

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BCBP BCB BANCORP INC2.2K shares0.00%2025-09-302025-10-17

XLY SELECT SECTOR SPDR TR80 shares0.00%2025-09-302025-10-17

VO VANGUARD INDEX FDS65 shares0.00%2025-09-302025-10-17

PR PERMIAN RESOURCES CORP1.5K shares-32.24%2025-09-302025-10-17

IWR ISHARES TR190 shares0.00%2025-09-302025-10-17

DFAT DIMENSIONAL ETF TRUST309 shares0.00%2025-09-302025-10-17

UL UNILEVER PLC300 shares0.00%2025-09-302025-10-17

MFC MANULIFE FINL CORP555 shares0.00%2025-09-302025-10-17

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RCS PIMCO STRATEGIC INCOME FD2.2K shares1.72%2025-09-302025-10-17

UNP UNION PAC CORP72 shares1.41%2025-09-302025-10-17

FNDX SCHWAB STRATEGIC TR645 shares0.00%2025-09-302025-10-17

IXC ISHARES TR404 shares0.00%2025-09-302025-10-17

D DOMINION ENERGY INC273 shares0.00%2025-09-302025-10-17

ISRG INTUITIVE SURGICAL INC36 shares0.00%2025-09-302025-10-17

MPC MARATHON PETE CORP83 shares-3.49%2025-09-302025-10-17

OTTR OTTER TAIL CORP194 shares0.52%2025-09-302025-10-17

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TJX TJX COS INC NEW110 shares0.00%2025-09-302025-10-17

DHR DANAHER CORPORATION74 shares-5.13%2025-09-302025-10-17

CI THE CIGNA GROUP50 shares0.00%2025-09-302025-10-17

ET ENERGY TRANSFER L P832 shares1.34%2025-09-302025-10-17

ARKX ARK ETF TR499 shares0.00%2025-09-302025-10-17

ADC AGREE RLTY CORP200 shares0.00%2025-09-302025-10-17

KEYS KEYSIGHT TECHNOLOGIES INC81 shares0.00%2025-09-302025-10-17

EMR EMERSON ELEC CO108 shares-9.24%2025-09-302025-10-17

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TSM TAIWAN SEMICONDUCTOR MFG LTD50 shares-13.79%2025-09-302025-10-17

JPSE J P MORGAN EXCHANGE TRADED F276 shares0.00%2025-09-302025-10-17

CRWV COREWEAVE INC100 sharesnew addition2025-09-302025-10-17

PHK PIMCO HIGH INCOME FD2.7K shares-12.89%2025-09-302025-10-17

XBI SPDR SERIES TRUST135 shares0.00%2025-09-302025-10-17

WTRG ESSENTIAL UTILS INC334 shares0.00%2025-09-302025-10-17

BRK.B BERKSHIRE HATHAWAY INC DEL26 shares-10.34%2025-09-302025-10-17

WU WESTERN UN CO1.6K shares0.00%2025-09-302025-10-17

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QUAL ISHARES TR65 shares0.00%2025-09-302025-10-17

GXC SPDR INDEX SHS FDS118 shares0.00%2025-09-302025-10-17

AWK AMERICAN WTR WKS CO INC NEW89 shares0.00%2025-09-302025-10-17

DBRG DIGITALBRIDGE GROUP INC1.1K shares0.00%2025-09-302025-10-17

BLDR BUILDERS FIRSTSOURCE INC100 shares0.00%2025-09-302025-10-17

TTE TOTALENERGIES SE200 shares0.00%2025-09-302025-10-17

BND VANGUARD BD INDEX FDS155 shares0.00%2025-09-302025-10-17

DINO HF SINCLAIR CORP218 shares0.00%2025-09-302025-10-17

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ITB ISHARES TR105 shares-9.48%2025-09-302025-10-17

NRG NRG ENERGY INC70 shares0.00%2025-09-302025-10-17

MMD NYLI MACKAY DEFINEDTERM MUNI745 shares0.00%2025-09-302025-10-17

IWB ISHARES TR30 shares0.00%2025-09-302025-10-17

MLPX GLOBAL X FDS176 shares1.15%2025-09-302025-10-17

BCE BCE INC471 shares0.00%2025-09-302025-10-17

AZN ASTRAZENECA PLC143 shares-4.03%2025-09-302025-10-17

FEZ SPDR INDEX SHS FDS174 shares0.00%2025-09-302025-10-17

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SW SMURFIT WESTROCK PLC248 shares0.00%2025-09-302025-10-17

DD DUPONT DE NEMOURS INC133 shares0.00%2025-09-302025-10-17

BTC GRAYSCALE BITCOIN MINI TR ET204 shares0.00%2025-09-302025-10-17

ANET ARISTA NETWORKS INC70 shares-41.67%2025-09-302025-10-17

DIAX NUVEEN DOW 30 DYNMC OVERWRT672 shares1.51%2025-09-302025-10-17

XLE SELECT SECTOR SPDR TR111 shares-9.76%2025-09-302025-10-17

CIM CHIMERA INVT CORP749 shares0.00%2025-09-302025-10-17

BIIB BIOGEN INC70 shares0.00%2025-09-302025-10-17

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MNA NEW YORK LIFE INVESTMENTS ET256 shares0.00%2025-09-302025-10-17

SPXX NUVEEN S&P 500 DYNAMIC OVERW522 shares-32.38%2025-09-302025-10-17

JNK SPDR SERIES TRUST86 shares1.18%2025-09-302025-10-17

SPYD SPDR SERIES TRUST188 shares0.00%2025-09-302025-10-17

EMB ISHARES TR85 shares-4.49%2025-09-302025-10-17

CRF CORNERSTONE TOTAL RETURN FD1.0K shares0.00%2025-09-302025-10-17

DTM DT MIDSTREAM INC71 shares0.00%2025-09-302025-10-17

BUZZ VANECK ETF TRUST212 sharesnew addition2025-09-302025-10-17

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BGY BLACKROCK ENHANCED INTL DIV1.3K shares0.00%2025-09-302025-10-17

CHTR CHARTER COMMUNICATIONS INC N27 shares0.00%2025-09-302025-10-17

MLPA GLOBAL X FDS153 shares0.00%2025-09-302025-10-17

SCZ ISHARES TR96 shares0.00%2025-09-302025-10-17

PANW PALO ALTO NETWORKS INC36 shares-5.26%2025-09-302025-10-17

AA ALCOA CORP222 shares0.00%2025-09-302025-10-17

DIV GLOBAL X FDS389 sharesnew addition2025-09-302025-10-17

GAB GABELLI EQUITY TR INC1.1K shares0.00%2025-09-302025-10-17

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GEHC GE HEALTHCARE TECHNOLOGIES I85 shares-27.97%2025-09-302025-10-17

CRUS CIRRUS LOGIC INC50 shares0.00%2025-09-302025-10-17

KHC KRAFT HEINZ CO227 shares0.89%2025-09-302025-10-17

VEA VANGUARD TAX-MANAGED FDS97 shares0.00%2025-09-302025-10-17

LIT GLOBAL X FDS100 shares0.00%2025-09-302025-10-17

VOD VODAFONE GROUP PLC NEW487 shares0.00%2025-09-302025-10-17

SPG SIMON PPTY GROUP INC NEW30 shares0.00%2025-09-302025-10-17

TPR TAPESTRY INC49 shares0.00%2025-09-302025-10-17

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WM WASTE MGMT INC DEL25 shares0.00%2025-09-302025-10-17

ZBH ZIMMER BIOMET HOLDINGS INC56 shares0.00%2025-09-302025-10-17

PRCT PROCEPT BIOROBOTICS CORP150 shares0.00%2025-09-302025-10-17

TDC TERADATA CORP DEL242 shares0.00%2025-09-302025-10-17

YUMC YUM CHINA HLDGS INC118 shares-33.71%2025-09-302025-10-17

TTD THE TRADE DESK INC100 shares-50.00%2025-09-302025-10-17

AUPH AURINIA PHARMACEUTICALS INC440 shares0.00%2025-09-302025-10-17

HWM HOWMET AEROSPACE INC24 shares50.00%2025-09-302025-10-17

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CYBR CYBERARK SOFTWARE LTD10 sharesnew addition2025-09-302025-10-17

L LOEWS CORP47 shares0.00%2025-09-302025-10-17

IJK ISHARES TR48 shares0.00%2025-09-302025-10-17

FITB FIFTH THIRD BANCORP100 shares0.00%2025-09-302025-10-17

HPQ HP INC160 shares0.00%2025-09-302025-10-17

WDC WESTERN DIGITAL CORP36 sharesnew addition2025-09-302025-10-17

SMH VANECK ETF TRUST13 shares0.00%2025-09-302025-10-17

SPOT SPOTIFY TECHNOLOGY S A6 shares0.00%2025-09-302025-10-17

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EA ELECTRONIC ARTS INC20 shares0.00%2025-09-302025-10-17

HPE HEWLETT PACKARD ENTERPRISE C160 shares0.00%2025-09-302025-10-17

VTRS VIATRIS INC396 shares0.00%2025-09-302025-10-17

APLE APPLE HOSPITALITY REIT INC312 shares0.00%2025-09-302025-10-17

RWX SPDR INDEX SHS FDS134 shares0.00%2025-09-302025-10-17

MGM MGM RESORTS INTERNATIONAL106 shares0.00%2025-09-302025-10-17

CCL CARNIVAL CORP117 shares0.00%2025-09-302025-10-17

PYPL PAYPAL HLDGS INC50 shares25.00%2025-09-302025-10-17

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ENB ENBRIDGE INC64 shares0.00%2025-09-302025-10-17

UPS UNITED PARCEL SERVICE INC39 shares0.00%2025-09-302025-10-17

ESGU ISHARES TR22 shares0.00%2025-09-302025-10-17

LUV SOUTHWEST AIRLS CO100 shares0.00%2025-09-302025-10-17

PH PARKER-HANNIFIN CORP4 shares300.00%2025-09-302025-10-17

NTR NUTRIEN LTD51 shares0.00%2025-09-302025-10-17

CHMI CHERRY HILL MTG INVT CORP1.2K shares0.00%2025-09-302025-10-17

GNL GLOBAL NET LEASE INC350 shares0.00%2025-09-302025-10-17

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SOBO SOUTH BOW CORP97 shares0.00%2025-09-302025-10-17

OGIG ALPS ETF TR46 shares0.00%2025-09-302025-10-17

BSX BOSTON SCIENTIFIC CORP26 shares550.00%2025-09-302025-10-17

SNAP SNAP INC325 sharesnew addition2025-09-302025-10-17

QBTS D-WAVE QUANTUM INC100 sharesnew addition2025-09-302025-10-17

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CTRA COTERRA ENERGY INC100 shares0.00%2025-09-302025-10-17

APH AMPHENOL CORP NEW19 sharesnew addition2025-09-302025-10-17

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VXF VANGUARD INDEX FDS11 shares10.00%2025-09-302025-10-17

NGVT INGEVITY CORP41 shares0.00%2025-09-302025-10-17

OKLO OKLO INC20 shares-69.23%2025-09-302025-10-17

TOST TOAST INC58 shares0.00%2025-09-302025-10-17

CAVA CAVA GROUP INC35 shares34.62%2025-09-302025-10-17

BIP BROOKFIELD INFRAST PARTNERS64 shares0.00%2025-09-302025-10-17

HAL HALLIBURTON CO85 shares0.00%2025-09-302025-10-17

CAPL CROSSAMERICA PARTNERS LP100 shares0.00%2025-09-302025-10-17

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SU SUNCOR ENERGY INC NEW50 shares0.00%2025-09-302025-10-17

PFF ISHARES TR64 shares0.00%2025-09-302025-10-17

TEM TEMPUS AI INC25 shares0.00%2025-09-302025-10-17

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SLYG SPDR SERIES TRUST20 shares0.00%2025-09-302025-10-17

ROST ROSS STORES INC12 sharesnew addition2025-09-302025-10-17

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KVUE KENVUE INC100 shares0.00%2025-09-302025-10-17

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ARR ARMOUR RESIDENTIAL REIT INC100 shares0.00%2025-09-302025-10-17

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KD KYNDRYL HLDGS INC48 shares0.00%2025-09-302025-10-17

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IREN IREN LIMITED30 sharesnew addition2025-09-302025-10-17

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VXX BARCLAYS BANK PLC41 shares0.00%2025-09-302025-10-17

COIN COINBASE GLOBAL INC4 shares0.00%2025-09-302025-10-17

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ETR ENTERGY CORP NEW14 shares27.27%2025-09-302025-10-17

HLT HILTON WORLDWIDE HLDGS INC5 shares400.00%2025-09-302025-10-17

PAYX PAYCHEX INC10 shares0.00%2025-09-302025-10-17

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BSV VANGUARD BD INDEX FDS15 shares0.00%2025-09-302025-10-17

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SJM SMUCKER J M CO10 shares0.00%2025-09-302025-10-17

PJT PJT PARTNERS INC6 shares0.00%2025-09-302025-10-17

BP BP PLC30 shares0.00%2025-09-302025-10-17

MRNA MODERNA INC41 shares0.00%2025-09-302025-10-17

OGN ORGANON & CO98 shares0.00%2025-09-302025-10-17

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WAB WABTEC5 shares0.00%2025-09-302025-10-17

LYV LIVE NATION ENTERTAINMENT IN6 sharesnew addition2025-09-302025-10-17

RACE FERRARI N V2 sharesnew addition2025-09-302025-10-17

IVW ISHARES TR8 shares0.00%2025-09-302025-10-17

EXK ENDEAVOUR SILVER CORP120 shares0.00%2025-09-302025-10-17

BME BLACKROCK HEALTH SCIENCES TR25 shares0.00%2025-09-302025-10-17

TAP MOLSON COORS BEVERAGE CO20 shares0.00%2025-09-302025-10-17

TFPM TRIPLE FLAG PRECIOUS METAL29 shares0.00%2025-09-302025-10-17

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OI O-I GLASS INC59 shares0.00%2025-09-302025-10-17

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BGS B & G FOODS INC NEW160 shares0.00%2025-09-302025-10-17

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OCFC OCEANFIRST FINL CORP37 shares0.00%2025-09-302025-10-17

MJ AMPLIFY ETF TR17 shares0.00%2025-09-302025-10-17

KARS KRANESHARES TRUST20 shares0.00%2025-09-302025-10-17

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TGNA TEGNA INC29 shares0.00%2025-09-302025-10-17

TR TOOTSIE ROLL INDS INC14 shares0.00%2025-09-302025-10-17

NLY ANNALY CAPITAL MANAGEMENT IN28 shares0.00%2025-09-302025-10-17

ADVISORSHARES TR ADVISORSHARES TR15 shares0.00%2025-09-302025-10-17

PRU PRUDENTIAL FINL INC5 shares0.00%2025-09-302025-10-17

BLV VANGUARD BD INDEX FDS7 shares0.00%2025-09-302025-10-17

USMV ISHARES TR5 shares0.00%2025-09-302025-10-17

VMBS VANGUARD SCOTTSDALE FDS10 shares0.00%2025-09-302025-10-17

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CIGI COLLIERS INTL GROUP INC3 shares0.00%2025-09-302025-10-17

ETSY ETSY INC6 shares0.00%2025-09-302025-10-17

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UMH UMH PPTYS INC26 shares0.00%2025-09-302025-10-17

TLK P T TELEKOMUNIKASI INDONESIA20 shares0.00%2025-09-302025-10-17

SOLV SOLVENTUM CORP5 shares0.00%2025-09-302025-10-17

JMUB J P MORGAN EXCHANGE TRADED F7 shares16.67%2025-09-302025-10-17

QCOM QUALCOMM INC2 shares0.00%2025-09-302025-10-17

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XRAY DENTSPLY SIRONA INC26 shares0.00%2025-09-302025-10-17

TEAM ATLASSIAN CORPORATION2 shares0.00%2025-09-302025-10-17

TLH ISHARES TR3 shares0.00%2025-09-302025-10-17

SONY SONY GROUP CORP10 shares0.00%2025-09-302025-10-17

BIPC BROOKFIELD INFRASTRUCTURE CO6 shares0.00%2025-09-302025-10-17

ALGN ALIGN TECHNOLOGY INC2 shares0.00%2025-09-302025-10-17

PGYWW PAGAYA TECHNOLOGIES LTD434 sharesnew addition2025-09-302025-10-17

IIPR INNOVATIVE INDL PPTYS INC4 shares0.00%2025-09-302025-10-17

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OPEN OPENDOOR TECHNOLOGIES INC25 sharesnew addition2025-09-302025-10-17

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CURB CURBLINE PPTYS CORP8 shares0.00%2025-09-302025-10-17

DXC DXC TECHNOLOGY CO13 shares0.00%2025-09-302025-10-17

CTXR CITIUS PHARMACEUTICALS INC120 shares0.00%2025-09-302025-10-17

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GSLC GOLDMAN SACHS ETF TR1 sharesnew addition2025-09-302025-10-17

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WEN WENDYS CO12 shares0.00%2025-09-302025-10-17

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AES AES CORP7 shares0.00%2025-09-302025-10-17

ANF ABERCROMBIE & FITCH CO1 shares0.00%2025-09-302025-10-17

GSIE GOLDMAN SACHS ETF TR2 sharesnew addition2025-09-302025-10-17

GEM GOLDMAN SACHS ETF TR2 sharesnew addition2025-09-302025-10-17

CGC CANOPY GROWTH CORP55 shares0.00%2025-09-302025-10-17

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TDOC TELADOC HEALTH INC10 shares0.00%2025-09-302025-10-17

USHY ISHARES TR2 sharesnew addition2025-09-302025-10-17

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BLNK BLINK CHARGING CO45 shares0.00%2025-09-302025-10-17

Call Option Holdings

SPDR S&P 500 ETF TR Call CallSPDR S&P 500 ETF TR1.6K sharesnew addition2025-09-302025-10-17

Put Option Holdings

BROADRIDGE FINL SOLUTIONS IN Put PutBROADRIDGE FINL SOLUTIONS IN2.7K sharesnew addition2025-09-302025-10-17