The Analysis of Smith Salley Wealth Management's Holdings


Currently, Smith Salley Wealth Management holds 263 types of securities in its portfolio with a total value $1.9B. In the most recent quarter, they have increased their positions in LLY (+17.8K shares, valued at $13.5M), AZN (+120.6K shares, valued at $9.3M), CL (+110.0K shares, valued at $8.8M); decreased their positions in MRK (-115.8K shares, valued at $9.7M), GOOGL (-7.8K shares, valued at $1.9M), CHE (-3.0K shares, valued at $1.3M); initiated new positions in NKE (+12.2K shares, valued at $847.3K), IBDS (+22.3K shares, valued at $542.2K), IBDR (+22.2K shares, valued at $540.3K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION808.4K shares1.30%2025-09-302025-10-20history
MSFT MICROSOFT CORP235.0K shares4.05%2025-09-302025-10-20history
AAPL APPLE INC410.2K shares0.83%2025-09-302025-10-20history
GOOG ALPHABET INC274.0K shares3.38%2025-09-302025-10-20history
AMZN AMAZON COM INC274.8K shares4.33%2025-09-302025-10-20history
META META PLATFORMS INC79.6K shares3.72%2025-09-302025-10-20history
JPM JPMORGAN CHASE & CO.169.1K shares-0.17%2025-09-302025-10-20history
BRK.B BERKSHIRE HATHAWAY INC DEL102.4K shares1.69%2025-09-302025-10-20history
Sponsored
TJX TJX COS INC NEW280.3K shares2.45%2025-09-302025-10-20history
V VISA INC118.1K shares2.69%2025-09-302025-10-20history
RTX RTX CORPORATION227.2K shares4.53%2025-09-302025-10-20history
ABBV ABBVIE INC158.9K shares3.19%2025-09-302025-10-20history
LOW LOWES COS INC133.1K shares2.76%2025-09-302025-10-20history
AVGO BROADCOM INC96.7K shares18.71%2025-09-302025-10-20history
BN BROOKFIELD CORP439.4K shares-0.54%2025-09-302025-10-20history
MA MASTERCARD INCORPORATED51.2K shares-0.49%2025-09-302025-10-20history
Sponsored
ASML ASML HOLDING N V29.9K shares0.44%2025-09-302025-10-20history
TMO THERMO FISHER SCIENTIFIC INC58.8K shares3.10%2025-09-302025-10-20history
ANET ARISTA NETWORKS INC192.8K shares4.76%2025-09-302025-10-20history
ADI ANALOG DEVICES INC109.4K shares1.95%2025-09-302025-10-20history
NEE NEXTERA ENERGY INC350.9K shares3.90%2025-09-302025-10-20history
LIN LINDE PLC53.4K shares3.62%2025-09-302025-10-20history
ABT ABBOTT LABS187.6K shares3.03%2025-09-302025-10-20history
PG PROCTER AND GAMBLE CO161.8K shares3.70%2025-09-302025-10-20history
Sponsored
AME AMETEK INC131.3K shares-1.00%2025-09-302025-10-20history
MRVL MARVELL TECHNOLOGY INC286.1K shares0.81%2025-09-302025-10-20history
CVX CHEVRON CORP NEW125.3K shares-0.87%2025-09-302025-10-20history
NXPI NXP SEMICONDUCTORS N V83.1K shares-1.34%2025-09-302025-10-20history
SPGI S&P GLOBAL INC38.9K shares1.37%2025-09-302025-10-20history
UNP UNION PAC CORP79.4K shares2.43%2025-09-302025-10-20history
GOOGL ALPHABET INC75.3K shares-9.43%2025-09-302025-10-20history
CW CURTISS WRIGHT CORP33.0K shares1.44%2025-09-302025-10-20history
Sponsored
PEP PEPSICO INC127.2K shares0.08%2025-09-302025-10-20history
ROP ROPER TECHNOLOGIES INC35.5K shares-1.15%2025-09-302025-10-20history
MKL MARKEL GROUP INC9.2K shares-1.26%2025-09-302025-10-20history
CASY CASEYS GEN STORES INC30.7K shares-0.01%2025-09-302025-10-20history
PNC PNC FINL SVCS GROUP INC77.6K shares3.29%2025-09-302025-10-20history
MDT MEDTRONIC PLC161.7K shares-0.63%2025-09-302025-10-20history
LLY ELI LILLY & CO19.5K shares1043.74%2025-09-302025-10-20history
MBB ISHARES TR151.5K shares6.27%2025-09-302025-10-20history
Sponsored
ACN ACCENTURE PLC IRELAND57.5K shares2.52%2025-09-302025-10-20history
NOC NORTHROP GRUMMAN CORP21.5K shares-0.76%2025-09-302025-10-20history
ELV ELEVANCE HEALTH INC FORMERLY39.9K shares26.01%2025-09-302025-10-20history
XYL XYLEM INC81.6K shares-1.26%2025-09-302025-10-20history
IGSB ISHARES TR206.7K shares24.45%2025-09-302025-10-20history
TDG TRANSDIGM GROUP INC8.1K shares-0.36%2025-09-302025-10-20history
AZN ASTRAZENECA PLC136.2K shares770.41%2025-09-302025-10-20history
FTEC FIDELITY COVINGTON TRUST45.5K shares-0.97%2025-09-302025-10-20history
Sponsored
CL COLGATE PALMOLIVE CO125.8K shares698.50%2025-09-302025-10-20history
IEFA ISHARES TR111.7K shares-0.81%2025-09-302025-10-20history
JNJ JOHNSON & JOHNSON51.4K shares11.93%2025-09-302025-10-20history
XOM EXXON MOBIL CORP75.2K shares16.49%2025-09-302025-10-20history
WMT WALMART INC81.5K shares8.10%2025-09-302025-10-20history
HD HOME DEPOT INC19.9K shares0.69%2025-09-302025-10-20history
BAC BANK AMERICA CORP141.5K shares12.90%2025-09-302025-10-20history
CAT CATERPILLAR INC15.3K shares16.88%2025-09-302025-10-20history
Sponsored
IGIB ISHARES TR132.4K shares6.44%2025-09-302025-10-20history
TLT ISHARES TR75.9K shares6.92%2025-09-302025-10-20history
DUK DUKE ENERGY CORP NEW54.6K shares0.76%2025-09-302025-10-20history
CHE CHEMED CORP NEW14.6K shares-16.98%2025-09-302025-10-20history
BAM BROOKFIELD ASSET MANAGMT LTD114.4K shares-1.54%2025-09-302025-10-20history
ETN EATON CORP PLC16.8K shares5.85%2025-09-302025-10-20history
FBNC FIRST BANCORP N C110.6K shares-0.90%2025-09-302025-10-20history
KO COCA COLA CO78.2K shares19.42%2025-09-302025-10-20history
Sponsored
MCO MOODYS CORP10.8K shares3.28%2025-09-302025-10-20history
CSCO CISCO SYS INC71.5K shares2.90%2025-09-302025-10-20history
VGT VANGUARD WORLD FD6.4K shares-0.54%2025-09-302025-10-20history
VTI VANGUARD INDEX FDS14.0K shares0.00%2025-09-302025-10-20history
IEMG ISHARES INC69.2K shares-0.84%2025-09-302025-10-20history
SHYG ISHARES TR104.5K shares5.96%2025-09-302025-10-20history
UNH UNITEDHEALTH GROUP INC12.9K shares89.48%2025-09-302025-10-20history
BLK BLACKROCK INC3.7K shares21.11%2025-09-302025-10-20history
Sponsored
AXP AMERICAN EXPRESS CO12.9K shares-1.70%2025-09-302025-10-20history
FNCL FIDELITY COVINGTON TRUST56.1K shares4.31%2025-09-302025-10-20history
FCOM FIDELITY COVINGTON TRUST58.1K shares-0.93%2025-09-302025-10-20history
MS MORGAN STANLEY25.7K shares20.47%2025-09-302025-10-20history
IBM INTERNATIONAL BUSINESS MACHS14.1K shares0.46%2025-09-302025-10-20history
MELI MERCADOLIBRE INC1.7K shares3.86%2025-09-302025-10-20history
T AT&T INC140.3K shares13.27%2025-09-302025-10-20history
WFC WELLS FARGO CO NEW43.9K shares1.52%2025-09-302025-10-20history
Sponsored
TXN TEXAS INSTRS INC19.8K shares3.97%2025-09-302025-10-20history
QQQ INVESCO QQQ TR6.0K shares32.78%2025-09-302025-10-20history
SBUX STARBUCKS CORP41.5K shares-1.59%2025-09-302025-10-20history
MCD MCDONALDS CORP11.5K shares22.79%2025-09-302025-10-20history
ENB ENBRIDGE INC67.8K shares2.13%2025-09-302025-10-20history
VRT VERTIV HOLDINGS CO22.6K shares4.57%2025-09-302025-10-20history
QCOM QUALCOMM INC20.4K shares3.71%2025-09-302025-10-20history
NOW SERVICENOW INC3.6K shares34.91%2025-09-302025-10-20history
Sponsored
AEP AMERICAN ELEC PWR CO INC29.1K shares-0.06%2025-09-302025-10-20history
MRK MERCK & CO INC38.8K shares-74.89%2025-09-302025-10-20history
BKNG BOOKING HOLDINGS INC599 shares26.64%2025-09-302025-10-20history
CRM SALESFORCE INC13.5K shares41.41%2025-09-302025-10-20history
SPY SPDR S&P 500 ETF TR4.7K shares-3.07%2025-09-302025-10-20history
TSLA TESLA INC7.0K shares27.62%2025-09-302025-10-20history
HBAN HUNTINGTON BANCSHARES INC178.6K shares1.93%2025-09-302025-10-20history
NFLX NETFLIX INC2.6K shares16.01%2025-09-302025-10-20history
Sponsored
VUG VANGUARD INDEX FDS6.4K shares-4.22%2025-09-302025-10-20history
AMGN AMGEN INC10.8K shares0.50%2025-09-302025-10-20history
FHLC FIDELITY COVINGTON TRUST43.5K shares-1.59%2025-09-302025-10-20history
EMR EMERSON ELEC CO22.2K shares-8.22%2025-09-302025-10-20history
HON HONEYWELL INTL INC13.8K shares-0.80%2025-09-302025-10-20history
ADP AUTOMATIC DATA PROCESSING IN9.8K shares945.83%2025-09-302025-10-20history
MU MICRON TECHNOLOGY INC17.1K shares462.09%2025-09-302025-10-20history
PRF INVESCO EXCHANGE TRADED FD T59.3K shares0.00%2025-09-302025-10-20history
Sponsored
CB CHUBB LIMITED9.3K shares-1.27%2025-09-302025-10-20history
ISRG INTUITIVE SURGICAL INC5.8K shares20.18%2025-09-302025-10-20history
PGR PROGRESSIVE CORP10.4K shares19.30%2025-09-302025-10-20history
FIDU FIDELITY COVINGTON TRUST30.7K shares-0.82%2025-09-302025-10-20history
FDIS FIDELITY COVINGTON TRUST24.2K shares-0.50%2025-09-302025-10-20history
BX BLACKSTONE INC14.4K shares16.26%2025-09-302025-10-20history
VIG VANGUARD SPECIALIZED FUNDS11.3K shares1.71%2025-09-302025-10-20history
IQV IQVIA HLDGS INC12.8K shares3.84%2025-09-302025-10-20history
Sponsored
LMT LOCKHEED MARTIN CORP4.9K shares-1.62%2025-09-302025-10-20history
COP CONOCOPHILLIPS25.3K shares175.19%2025-09-302025-10-20history
AGZ ISHARES TR21.0K shares6.51%2025-09-302025-10-20history
CME CME GROUP INC8.3K shares1.42%2025-09-302025-10-20history
AUB ATLANTIC UN BANKSHARES CORP63.0K shares-5.65%2025-09-302025-10-20history
TRV TRAVELERS COMPANIES INC7.9K shares4.30%2025-09-302025-10-20history
ECL ECOLAB INC8.0K shares5.08%2025-09-302025-10-20history
DLR DIGITAL RLTY TR INC12.5K shares4.70%2025-09-302025-10-20history
Sponsored
IVV ISHARES TR3.1K shares2.29%2025-09-302025-10-20history
SYK STRYKER CORPORATION5.5K shares6.13%2025-09-302025-10-20history
MDLZ MONDELEZ INTL INC31.9K shares0.13%2025-09-302025-10-20history
GS GOLDMAN SACHS GROUP INC2.5K shares3.58%2025-09-302025-10-20history
VOO VANGUARD INDEX FDS3.0K shares7.41%2025-09-302025-10-20history
SNPS SYNOPSYS INC3.7K shares23.81%2025-09-302025-10-20history
VZ VERIZON COMMUNICATIONS INC40.5K shares-1.29%2025-09-302025-10-20history
APD AIR PRODS & CHEMS INC6.5K shares2.19%2025-09-302025-10-20history
Sponsored
CBRE CBRE GROUP INC10.1K shares135.85%2025-09-302025-10-20history
XLF SELECT SECTOR SPDR TR27.7K shares0.00%2025-09-302025-10-20history
INTU INTUIT2.2K shares-0.82%2025-09-302025-10-20history
FCNCA FIRST CTZNS BANCSHARES INC D757 shares0.00%2025-09-302025-10-20history
LRGF ISHARES TR19.2K shares-21.90%2025-09-302025-10-20history
IWF ISHARES TR2.8K shares-0.22%2025-09-302025-10-20history
XLV SELECT SECTOR SPDR TR9.0K shares0.00%2025-09-302025-10-20history
MAR MARRIOTT INTL INC NEW4.8K shares0.00%2025-09-302025-10-20history
Sponsored
VYM VANGUARD WHITEHALL FDS8.7K shares2.37%2025-09-302025-10-20history
IWV ISHARES TR3.2K shares-0.93%2025-09-302025-10-20history
VEA VANGUARD TAX-MANAGED FDS20.1K shares0.84%2025-09-302025-10-20history
IWP ISHARES TR8.4K shares-13.82%2025-09-302025-10-20history
FENY FIDELITY COVINGTON TRUST48.2K shares-0.56%2025-09-302025-10-20history
AMAT APPLIED MATLS INC5.7K shares154.95%2025-09-302025-10-20history
FSTA FIDELITY COVINGTON TRUST23.5K shares-0.98%2025-09-302025-10-20history
XLY SELECT SECTOR SPDR TR4.8K shares2.57%2025-09-302025-10-20history
Sponsored
SCHB SCHWAB STRATEGIC TR44.0K shares-9.77%2025-09-302025-10-20history
ORCL ORACLE CORP3.9K shares0.34%2025-09-302025-10-20history
PLD PROLOGIS INC.9.5K shares1.70%2025-09-302025-10-20history
PH PARKER-HANNIFIN CORP1.4K shares186.64%2025-09-302025-10-20history
MMC MARSH & MCLENNAN COS INC5.3K shares58.35%2025-09-302025-10-20history
XLI SELECT SECTOR SPDR TR6.8K shares-0.36%2025-09-302025-10-20history
XLK SELECT SECTOR SPDR TR3.5K shares-1.77%2025-09-302025-10-20history
YUM YUM BRANDS INC6.0K shares0.00%2025-09-302025-10-20history
Sponsored
PRFZ INVESCO EXCHANGE TRADED FD T20.1K shares0.00%2025-09-302025-10-20history
SCHX SCHWAB STRATEGIC TR34.6K shares-4.16%2025-09-302025-10-20history
IWM ISHARES TR3.8K shares107.51%2025-09-302025-10-20history
KLAC KLA CORP787 shares-6.97%2025-09-302025-10-20history
NKE NIKE INC12.2K sharesnew addition2025-09-302025-10-20history
TFC TRUIST FINL CORP18.3K shares-12.77%2025-09-302025-10-20history
SO SOUTHERN CO8.6K shares2.72%2025-09-302025-10-20history
NDAQ NASDAQ INC9.1K shares14.16%2025-09-302025-10-20history
Sponsored
IWR ISHARES TR8.2K shares-7.57%2025-09-302025-10-20history
NTRS NORTHERN TR CORP5.7K shares5.03%2025-09-302025-10-20history
SPLV INVESCO EXCH TRADED FD TR II10.4K shares0.57%2025-09-302025-10-20history
FUTY FIDELITY COVINGTON TRUST13.5K shares-0.75%2025-09-302025-10-20history
TYL TYLER TECHNOLOGIES INC1.4K shares0.00%2025-09-302025-10-20history
BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-09-302025-10-20history
CRWD CROWDSTRIKE HLDGS INC1.5K shares6.49%2025-09-302025-10-20history
PM PHILIP MORRIS INTL INC4.4K shares-9.62%2025-09-302025-10-20history
Sponsored
IWB ISHARES TR1.9K shares0.00%2025-09-302025-10-20history
FMAT FIDELITY COVINGTON TRUST13.5K shares-0.69%2025-09-302025-10-20history
CVS CVS HEALTH CORP9.3K shares2.82%2025-09-302025-10-20history
USB US BANCORP DEL13.8K shares-0.96%2025-09-302025-10-20history
NSC NORFOLK SOUTHN CORP2.2K shares-10.92%2025-09-302025-10-20history
CMI CUMMINS INC1.5K shares-0.07%2025-09-302025-10-20history
BEAT HEARTBEAM INC367.6K shares0.00%2025-09-302025-10-20history
CSX CSX CORP16.1K shares0.00%2025-09-302025-10-20history
Sponsored
IBDS ISHARES TR22.3K sharesnew addition2025-09-302025-10-20history
IBDR ISHARES TR22.2K sharesnew addition2025-09-302025-10-20history
TSM TAIWAN SEMICONDUCTOR MFG LTD1.9K shares1.50%2025-09-302025-10-20history
GL GLOBE LIFE INC3.6K shares0.00%2025-09-302025-10-20history
VHT VANGUARD WORLD FD2.0K shares0.00%2025-09-302025-10-20history
SCHG SCHWAB STRATEGIC TR16.1K shares0.01%2025-09-302025-10-20history
SCHD SCHWAB STRATEGIC TR18.5K shares119.79%2025-09-302025-10-20history
IJH ISHARES TR7.4K shares0.00%2025-09-302025-10-20history
Sponsored
MO ALTRIA GROUP INC7.3K shares0.00%2025-09-302025-10-20history
SCHV SCHWAB STRATEGIC TR16.1K shares0.00%2025-09-302025-10-20history
MPC MARATHON PETE CORP2.4K shares1.26%2025-09-302025-10-20history
FREL FIDELITY COVINGTON TRUST16.7K shares0.34%2025-09-302025-10-20history
VOOG VANGUARD ADMIRAL FDS INC1.1K shares31.25%2025-09-302025-10-20history
PHM PULTE GROUP INC3.4K shares-3.36%2025-09-302025-10-20history
AFL AFLAC INC4.0K shares0.00%2025-09-302025-10-20history
VWO VANGUARD INTL EQUITY INDEX F8.2K shares1.74%2025-09-302025-10-20history
Sponsored
VLO VALERO ENERGY CORP2.6K shares-0.27%2025-09-302025-10-20history
XLG INVESCO EXCHANGE TRADED FD T7.6K shares0.16%2025-09-302025-10-20history
NVS NOVARTIS AG3.4K shares0.00%2025-09-302025-10-20history
CALM CAL MAINE FOODS INC4.6K shares0.00%2025-09-302025-10-20history
GLW CORNING INC5.1K shares-19.03%2025-09-302025-10-20history
BMY BRISTOL-MYERS SQUIBB CO9.2K shares-1.40%2025-09-302025-10-20history
VO VANGUARD INDEX FDS1.4K shares0.00%2025-09-302025-10-20history
ALL ALLSTATE CORP1.9K shares0.00%2025-09-302025-10-20history
Sponsored
GE GE AEROSPACE1.3K shares8.60%2025-09-302025-10-20history
VEU VANGUARD INTL EQUITY INDEX F5.3K shares0.00%2025-09-302025-10-20history
PPG PPG INDS INC3.5K shares-1.13%2025-09-302025-10-20history
VT VANGUARD INTL EQUITY INDEX F2.6K shares0.00%2025-09-302025-10-20history
XHB SPDR SERIES TRUST3.2K shares0.00%2025-09-302025-10-20history
IWO ISHARES TR1.1K shares0.00%2025-09-302025-10-20history
WPM WHEATON PRECIOUS METALS CORP3.1K shares0.00%2025-09-302025-10-20history
PANW PALO ALTO NETWORKS INC1.7K shares-20.73%2025-09-302025-10-20history
Sponsored
AXON AXON ENTERPRISE INC478 shares0.00%2025-09-302025-10-20history
DFUV DIMENSIONAL ETF TRUST7.3K shares0.00%2025-09-302025-10-20history
IBDT ISHARES TR12.8K sharesnew addition2025-09-302025-10-20history
LOB LIVE OAK BANCSHARES INC9.0K shares0.00%2025-09-302025-10-20history
FNDX SCHWAB STRATEGIC TR12.0K shares0.00%2025-09-302025-10-20history
RY ROYAL BK CDA2.1K shares0.00%2025-09-302025-10-20history
SCHF SCHWAB STRATEGIC TR13.5K shares0.00%2025-09-302025-10-20history
IBDQ ISHARES TR12.4K sharesnew addition2025-09-302025-10-20history
Sponsored
BSCP INVESCO EXCH TRD SLF IDX FD15.1K sharesnew addition2025-09-302025-10-20history
IWD ISHARES TR1.5K shares11.38%2025-09-302025-10-20history
COST COSTCO WHSL CORP NEW332 shares-15.31%2025-09-302025-10-20history
J JACOBS SOLUTIONS INC2.0K shares0.00%2025-09-302025-10-20history
XLP SELECT SECTOR SPDR TR3.9K shares-10.65%2025-09-302025-10-20history
DIA SPDR DOW JONES INDL AVERAGE655 shares0.00%2025-09-302025-10-20history
HDV ISHARES TR2.5K shares0.00%2025-09-302025-10-20history
UPS UNITED PARCEL SERVICE INC3.6K shares2.75%2025-09-302025-10-20history
Sponsored
IJS ISHARES TR2.7K shares2.49%2025-09-302025-10-20history
GD GENERAL DYNAMICS CORP868 shares0.00%2025-09-302025-10-20history
SPDW SPDR INDEX SHS FDS6.9K shares0.00%2025-09-302025-10-20history
KMB KIMBERLY-CLARK CORP2.4K shares-9.62%2025-09-302025-10-20history
VCR VANGUARD WORLD FD732 shares0.00%2025-09-302025-10-20history
ITOT ISHARES TR2.0K shares-32.97%2025-09-302025-10-20history
DE DEERE & CO626 shares-1.73%2025-09-302025-10-20history
EFA ISHARES TR3.0K sharesnew addition2025-09-302025-10-20history
Sponsored
FDN FIRST TR EXCHANGE-TRADED FD1.0K shares0.00%2025-09-302025-10-20history
LRCX LAM RESEARCH CORP2.0K shares-26.79%2025-09-302025-10-20history
SHOP SHOPIFY INC1.8K shares-19.44%2025-09-302025-10-20history
AMD ADVANCED MICRO DEVICES INC1.6K sharesnew addition2025-09-302025-10-20history
VTV VANGUARD INDEX FDS1.4K shares1.53%2025-09-302025-10-20history
UBER UBER TECHNOLOGIES INC2.6K shares7.22%2025-09-302025-10-20history
CEG CONSTELLATION ENERGY CORP784 shares-3.09%2025-09-302025-10-20history
IWN ISHARES TR1.4K shares0.00%2025-09-302025-10-20history
Sponsored
SMH VANECK ETF TRUST754 shares0.00%2025-09-302025-10-20history
DHR DANAHER CORPORATION1.2K shares-25.69%2025-09-302025-10-20history
SDY SPDR SERIES TRUST1.7K shares0.00%2025-09-302025-10-20history
LNC LINCOLN NATL CORP IND5.9K shares-21.42%2025-09-302025-10-20history
VV VANGUARD INDEX FDS762 shares0.00%2025-09-302025-10-20history
FNDA SCHWAB STRATEGIC TR7.5K shares0.00%2025-09-302025-10-20history
BIL SPDR SERIES TRUST2.5K shares0.00%2025-09-302025-10-20history
GEV GE VERNOVA INC375 sharesnew addition2025-09-302025-10-20history
Sponsored
OR OR ROYALTIES INC.5.7K sharesnew addition2025-09-302025-10-20history
RSPT INVESCO EXCHANGE TRADED FD T801 shares0.00%2025-09-302025-10-20history
PLTR PALANTIR TECHNOLOGIES INC1.2K shares-42.81%2025-09-302025-10-20history
GLD SPDR GOLD TR626 sharesnew addition2025-09-302025-10-20history
AHR AMERICAN HEALTHCARE REIT INC5.2K sharesnew addition2025-09-302025-10-20history
VBR VANGUARD INDEX FDS1.0K shares-44.40%2025-09-302025-10-20history
BA BOEING CO993 shares0.00%2025-09-302025-10-20history
VBK VANGUARD INDEX FDS720 shares-0.83%2025-09-302025-10-20history
Sponsored
SOFI SOFI TECHNOLOGIES INC8.0K sharesnew addition2025-09-302025-10-20history
LNT ALLIANT ENERGY CORP3.1K sharesnew addition2025-09-302025-10-20history
IYH ISHARES TR3.5K sharesnew addition2025-09-302025-10-20history
VAW VANGUARD WORLD FD1.0K sharesnew addition2025-09-302025-10-20history
SHV ISHARES TR1.8K shares0.00%2025-09-302025-10-20history
LUMN LUMEN TECHNOLOGIES INC17.9K sharesnew addition2025-09-302025-10-20history
SENS SENSEONICS HLDGS INC61.0K shares10.91%2025-09-302025-10-20history

Call Option Holdings
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Put Option Holdings
No put option holdings data available