The Analysis of Soltis Investment Advisors LLC's Holdings

Currently, Soltis Investment Advisors LLC holds 475 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in PDEC (+244.1K shares, valued at $10.3M), BND (+68.2K shares, valued at $5.1M), PEP (+35.4K shares, valued at $5.0M); decreased their positions in AMZN (-41.2K shares, valued at $9.0M), GOOGL (-20.0K shares, valued at $4.9M), AVGO (-11.9K shares, valued at $3.9M); initiated new positions in PULS (+67.7K shares, valued at $3.4M), SRLN (+76.0K shares, valued at $3.2M), CDX (+96.6K shares, valued at $2.2M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORP196.7K shares-0.65%2025-09-302025-11-12

AAPL APPLE INC285.7K shares-1.93%2025-09-302025-11-12

NVDA NVIDIA CORPORATION388.8K shares2.73%2025-09-302025-11-12

BND VANGUARD BD INDEX FDS761.8K shares9.84%2025-09-302025-11-12

AMZN AMAZON COM INC160.3K shares-20.43%2025-09-302025-11-12

IVV ISHARES TR52.1K shares2.35%2025-09-302025-11-12

JPST J P MORGAN EXCHANGE TRADED F463.7K shares-4.88%2025-09-302025-11-12

SNFCA SECURITY NATL FINL CORP2.6M shares3.40%2025-09-302025-11-12

Sponsored

SPY SPDR S&P 500 ETF TR33.8K shares-6.18%2025-09-302025-11-12

NFLX NETFLIX INC17.7K shares-3.70%2025-09-302025-11-12

GOOGL ALPHABET INC84.4K shares-19.19%2025-09-302025-11-12

TSLA TESLA INC45.4K shares6.92%2025-09-302025-11-12

META META PLATFORMS INC27.0K shares11.67%2025-09-302025-11-12

IJH ISHARES TR302.5K shares1.13%2025-09-302025-11-12

AVGO BROADCOM INC53.5K shares-18.24%2025-09-302025-11-12

SCHF SCHWAB STRATEGIC TR725.9K shares10.43%2025-09-302025-11-12

Sponsored

NKE NIKE INC186.4K shares31.84%2025-09-302025-11-12

MFSI MFS ACTIVE EXCHANGE TRADED F405.4K shares11.92%2025-09-302025-11-12

CVX CHEVRON CORP NEW72.9K shares3.08%2025-09-302025-11-12

QQQ INVESCO QQQ TR18.1K shares0.70%2025-09-302025-11-12

PDEC INNOVATOR ETFS TRUST251.8K shares3190.38%2025-09-302025-11-12

JAJL INNOVATOR ETFS TRUST365.0K shares2.75%2025-09-302025-11-12

JNJ JOHNSON & JOHNSON56.1K shares3.55%2025-09-302025-11-12

UNH UNITEDHEALTH GROUP INC28.7K shares4.59%2025-09-302025-11-12

Sponsored

RIO RIO TINTO PLC146.5K shares4.21%2025-09-302025-11-12

LMT LOCKHEED MARTIN CORP19.2K shares-1.58%2025-09-302025-11-12

JPM JPMORGAN CHASE & CO.30.3K shares-17.59%2025-09-302025-11-12

O REALTY INCOME CORP156.7K shares5.62%2025-09-302025-11-12

VWO VANGUARD INTL EQUITY INDEX F174.7K shares9.54%2025-09-302025-11-12

TSM TAIWAN SEMICONDUCTOR MFG LTD33.2K shares4.62%2025-09-302025-11-12

MDT MEDTRONIC PLC97.4K shares4.47%2025-09-302025-11-12

GLW CORNING INC111.0K shares-17.03%2025-09-302025-11-12

Sponsored

VZ VERIZON COMMUNICATIONS INC205.7K shares4.13%2025-09-302025-11-12

ENB ENBRIDGE INC171.2K shares7.82%2025-09-302025-11-12

ETR ENTERGY CORP NEW91.4K shares4.51%2025-09-302025-11-12

HSY HERSHEY CO45.2K shares4.47%2025-09-302025-11-12

IVW ISHARES TR68.9K shares12.43%2025-09-302025-11-12

VOO VANGUARD INDEX FDS13.5K shares8.08%2025-09-302025-11-12

LRCX LAM RESEARCH CORP61.4K shares-1.74%2025-09-302025-11-12

C CITIGROUP INC79.4K shares-30.16%2025-09-302025-11-12

Sponsored

EQR EQUITY RESIDENTIAL121.9K shares25.00%2025-09-302025-11-12

AEP AMERICAN ELEC PWR CO INC69.7K shares4.62%2025-09-302025-11-12

IJR ISHARES TR65.9K shares1.53%2025-09-302025-11-12

AMT AMERICAN TOWER CORP NEW40.6K shares3.90%2025-09-302025-11-12

ORCL ORACLE CORP27.4K shares-16.79%2025-09-302025-11-12

PG PROCTER AND GAMBLE CO49.8K shares33.75%2025-09-302025-11-12

GOOG ALPHABET INC30.3K shares3.00%2025-09-302025-11-12

BRK.B BERKSHIRE HATHAWAY INC DEL14.6K shares7.06%2025-09-302025-11-12

Sponsored

KO COCA COLA CO109.7K shares2.67%2025-09-302025-11-12

ORLY OREILLY AUTOMOTIVE INC65.3K shares2.45%2025-09-302025-11-12

VTEB VANGUARD MUN BD FDS140.6K shares-8.12%2025-09-302025-11-12

AMGN AMGEN INC24.9K shares34.19%2025-09-302025-11-12

NET CLOUDFLARE INC32.0K shares0.17%2025-09-302025-11-12

MCK MCKESSON CORP8.8K shares1.92%2025-09-302025-11-12

GPC GENUINE PARTS CO47.8K shares4.28%2025-09-302025-11-12

ES EVERSOURCE ENERGY93.0K shares4.21%2025-09-302025-11-12

Sponsored

V VISA INC19.1K shares1.87%2025-09-302025-11-12

IVE ISHARES TR31.3K shares14.99%2025-09-302025-11-12

IVOO VANGUARD ADMIRAL FDS INC56.2K shares-8.83%2025-09-302025-11-12

SHW SHERWIN WILLIAMS CO17.7K shares-0.11%2025-09-302025-11-12

BA BOEING CO28.2K shares3.08%2025-09-302025-11-12

PAYX PAYCHEX INC47.1K shares193.30%2025-09-302025-11-12

PEP PEPSICO INC41.5K shares576.88%2025-09-302025-11-12

ANET ARISTA NETWORKS INC39.7K shares-1.73%2025-09-302025-11-12

Sponsored

ITOT ISHARES TR38.7K shares0.18%2025-09-302025-11-12

GD GENERAL DYNAMICS CORP16.0K shares2.65%2025-09-302025-11-12

GBCI GLACIER BANCORP INC NEW112.2K shares0.13%2025-09-302025-11-12

AMAT APPLIED MATLS INC26.4K shares1.22%2025-09-302025-11-12

ABBV ABBVIE INC22.0K shares-1.24%2025-09-302025-11-12

UPS UNITED PARCEL SERVICE INC60.9K shares45.14%2025-09-302025-11-12

EVRG EVERGY INC64.4K shares4.25%2025-09-302025-11-12

DPZ DOMINOS PIZZA INC11.2K shares85.74%2025-09-302025-11-12

Sponsored

FCTR FIRST TR EXCHANGE-TRADED FD131.4K shares-10.82%2025-09-302025-11-12

ALTL PACER FDS TR107.9K shares-10.80%2025-09-302025-11-12

IXUS ISHARES TR54.3K shares-3.79%2025-09-302025-11-12

SPG SIMON PPTY GROUP INC NEW23.8K shares2.75%2025-09-302025-11-12

MA MASTERCARD INCORPORATED7.8K shares3.48%2025-09-302025-11-12

COIN COINBASE GLOBAL INC13.0K shares0.27%2025-09-302025-11-12

XLK SELECT SECTOR SPDR TR15.3K shares-10.11%2025-09-302025-11-12

BITB BITWISE BITCOIN ETF TR69.2K shares28.26%2025-09-302025-11-12

Sponsored

CMCSA COMCAST CORP NEW136.1K shares2.73%2025-09-302025-11-12

PTLC PACER FDS TR75.2K shares-6.35%2025-09-302025-11-12

COST COSTCO WHSL CORP NEW4.4K shares-39.78%2025-09-302025-11-12

ASML ASML HOLDING N V4.2K shares-0.31%2025-09-302025-11-12

TWLO TWILIO INC40.2K shares39.07%2025-09-302025-11-12

IJK ISHARES TR41.5K shares5.62%2025-09-302025-11-12

MRK MERCK & CO INC47.0K shares363.35%2025-09-302025-11-12

VO VANGUARD INDEX FDS13.0K shares18.95%2025-09-302025-11-12

Sponsored

VTI VANGUARD INDEX FDS11.4K shares3.28%2025-09-302025-11-12

ACN ACCENTURE PLC IRELAND14.9K shares87.43%2025-09-302025-11-12

RC READY CAPITAL CORP931.2K shares-5.74%2025-09-302025-11-12

SCHD SCHWAB STRATEGIC TR129.5K shares0.58%2025-09-302025-11-12

NOC NORTHROP GRUMMAN CORP5.8K shares2.07%2025-09-302025-11-12

WSM WILLIAMS SONOMA INC17.9K shares-26.23%2025-09-302025-11-12

LLY ELI LILLY & CO4.6K shares2.09%2025-09-302025-11-12

IEFA ISHARES TR40.0K shares0.25%2025-09-302025-11-12

Sponsored

VCSH VANGUARD SCOTTSDALE FDS43.5K shares-0.15%2025-09-302025-11-12

ETN EATON CORP PLC9.2K shares-4.21%2025-09-302025-11-12

IWF ISHARES TR7.3K shares3.64%2025-09-302025-11-12

JEPI J P MORGAN EXCHANGE TRADED F59.8K shares1267.25%2025-09-302025-11-12

GE GE AEROSPACE11.3K shares5.99%2025-09-302025-11-12

VNQ VANGUARD INDEX FDS37.2K shares10.02%2025-09-302025-11-12

ALSN ALLISON TRANSMISSION HLDGS I40.0K shares3.30%2025-09-302025-11-12

PULS PGIM ETF TR67.7K sharesnew addition2025-09-302025-11-12

Sponsored

ADSK AUTODESK INC10.5K shares2.00%2025-09-302025-11-12

XOM EXXON MOBIL CORP29.3K shares-7.36%2025-09-302025-11-12

IJJ ISHARES TR25.3K shares6.40%2025-09-302025-11-12

ADBE ADOBE INC9.3K shares1.39%2025-09-302025-11-12

STIP ISHARES TR31.2K shares-2.66%2025-09-302025-11-12

FBND FIDELITY MERRIMACK STR TR69.8K shares-0.58%2025-09-302025-11-12

ZTS ZOETIS INC21.9K shares18.41%2025-09-302025-11-12

SRLN SSGA ACTIVE ETF TR76.0K sharesnew addition2025-09-302025-11-12

Sponsored

SPGI S&P GLOBAL INC6.5K shares3.89%2025-09-302025-11-12

VEA VANGUARD TAX-MANAGED FDS49.3K shares-0.03%2025-09-302025-11-12

RTX RTX CORPORATION16.9K shares1.25%2025-09-302025-11-12

XLV SELECT SECTOR SPDR TR20.3K shares-2.13%2025-09-302025-11-12

AGG ISHARES TR27.8K shares11.79%2025-09-302025-11-12

TT TRANE TECHNOLOGIES PLC6.5K shares937.50%2025-09-302025-11-12

DGX QUEST DIAGNOSTICS INC14.1K shares12.20%2025-09-302025-11-12

VGT VANGUARD WORLD FD3.5K shares-34.66%2025-09-302025-11-12

Sponsored

HWM HOWMET AEROSPACE INC13.4K shares817.58%2025-09-302025-11-12

BKNG BOOKING HOLDINGS INC482 shares-0.21%2025-09-302025-11-12

TAIL CAMBRIA ETF TR212.2K shares-0.58%2025-09-302025-11-12

AZO AUTOZONE INC581 shares0.17%2025-09-302025-11-12

WFC WELLS FARGO CO NEW29.7K shares20.59%2025-09-302025-11-12

PLTR PALANTIR TECHNOLOGIES INC13.6K shares1.94%2025-09-302025-11-12

HD HOME DEPOT INC6.1K shares17.18%2025-09-302025-11-12

VB VANGUARD INDEX FDS9.6K shares3.56%2025-09-302025-11-12

Sponsored

VUG VANGUARD INDEX FDS4.9K shares-3.90%2025-09-302025-11-12

IJT ISHARES TR16.3K shares-0.81%2025-09-302025-11-12

BSV VANGUARD BD INDEX FDS29.3K shares5.95%2025-09-302025-11-12

IJS ISHARES TR20.0K shares-1.18%2025-09-302025-11-12

CDX SIMPLIFY EXCHANGE TRADED FUN96.6K sharesnew addition2025-09-302025-11-12

HEI HEICO CORP NEW6.8K shares0.00%2025-09-302025-11-12

SKYW SKYWEST INC21.7K shares-1.05%2025-09-302025-11-12

ZION ZIONS BANCORPORATION N A36.5K shares18.69%2025-09-302025-11-12

Sponsored

QCOM QUALCOMM INC12.1K shares-3.22%2025-09-302025-11-12

PM PHILIP MORRIS INTL INC12.3K shares-1.76%2025-09-302025-11-12

COP CONOCOPHILLIPS20.8K shares2.98%2025-09-302025-11-12

IBM INTERNATIONAL BUSINESS MACHS7.0K shares34.64%2025-09-302025-11-12

REM ISHARES TR89.0K sharesnew addition2025-09-302025-11-12

BTC GRAYSCALE BITCOIN MINI TR ET38.4K shares318.87%2025-09-302025-11-12

MAR MARRIOTT INTL INC NEW7.4K shares0.19%2025-09-302025-11-12

GEV GE VERNOVA INC3.1K shares5.88%2025-09-302025-11-12

Sponsored

GLD SPDR GOLD TR5.3K shares-2.48%2025-09-302025-11-12

WMT WALMART INC18.0K shares-8.99%2025-09-302025-11-12

GBTC GRAYSCALE BITCOIN TRUST ETF20.4K shares1.69%2025-09-302025-11-12

QUAL ISHARES TR9.3K shares22.94%2025-09-302025-11-12

ETHW BITWISE ETHEREUM ETF60.4K shares27.83%2025-09-302025-11-12

BUFF INNOVATOR ETFS TRUST36.8K shares23.40%2025-09-302025-11-12

MORT VANECK ETF TRUST160.3K sharesnew addition2025-09-302025-11-12

XLC SELECT SECTOR SPDR TR14.5K shares4.28%2025-09-302025-11-12

Sponsored

FBTC FIDELITY WISE ORIGIN BITCOIN17.2K shares2.65%2025-09-302025-11-12

SOFI SOFI TECHNOLOGIES INC64.4K shares126.56%2025-09-302025-11-12

HYG ISHARES TR20.8K sharesnew addition2025-09-302025-11-12

ALB ALBEMARLE CORP20.7K shares-1.65%2025-09-302025-11-12

VTV VANGUARD INDEX FDS8.9K shares-3.43%2025-09-302025-11-12

SBUX STARBUCKS CORP19.6K shares103.84%2025-09-302025-11-12

MINT PIMCO ETF TR16.4K shares-6.97%2025-09-302025-11-12

INTC INTEL CORP49.0K shares13.90%2025-09-302025-11-12

Sponsored

DON WISDOMTREE TR31.0K shares-3.82%2025-09-302025-11-12

SUB ISHARES TR15.1K shares-5.17%2025-09-302025-11-12

SCHE SCHWAB STRATEGIC TR47.9K shares16.12%2025-09-302025-11-12

SCHP SCHWAB STRATEGIC TR59.1K shares0.44%2025-09-302025-11-12

ADI ANALOG DEVICES INC6.5K shares1.06%2025-09-302025-11-12

IREN IREN LIMITED32.6K sharesnew addition2025-09-302025-11-12

FREL FIDELITY COVINGTON TRUST54.1K shares-6.11%2025-09-302025-11-12

FTEC FIDELITY COVINGTON TRUST6.7K shares0.25%2025-09-302025-11-12

Sponsored

HEI.A HEICO CORP NEW5.7K shares-0.93%2025-09-302025-11-12

MCHP MICROCHIP TECHNOLOGY INC.22.3K shares-9.34%2025-09-302025-11-12

TPL TEXAS PACIFIC LAND CORPORATI1.5K shares-0.84%2025-09-302025-11-12

XLF SELECT SECTOR SPDR TR26.0K shares-0.71%2025-09-302025-11-12

XLY SELECT SECTOR SPDR TR5.8K shares-7.71%2025-09-302025-11-12

LOVE LOVESAC COMPANY82.3K shares0.00%2025-09-302025-11-12

GS GOLDMAN SACHS GROUP INC1.7K shares2.29%2025-09-302025-11-12

CIFR CIPHER MINING INC110.2K sharesnew addition2025-09-302025-11-12

Sponsored

IWM ISHARES TR5.7K shares9.33%2025-09-302025-11-12

ELS EQUITY LIFESTYLE PPTYS INC21.9K shares-0.04%2025-09-302025-11-12

ADP AUTOMATIC DATA PROCESSING IN4.5K shares31.13%2025-09-302025-11-12

BAC BANK AMERICA CORP25.2K shares9.69%2025-09-302025-11-12

PDI PIMCO DYNAMIC INCOME FD63.1K sharesnew addition2025-09-302025-11-12

AXP AMERICAN EXPRESS CO3.7K shares1.23%2025-09-302025-11-12

BITQ EXCHANGE TRADED CONCEPTS TRU48.9K shares19.42%2025-09-302025-11-12

PSEP INNOVATOR ETFS TRUST28.2K shares399.61%2025-09-302025-11-12

Sponsored

COF CAPITAL ONE FINL CORP5.7K shares-0.60%2025-09-302025-11-12

FDVV FIDELITY COVINGTON TRUST21.5K shares-0.01%2025-09-302025-11-12

AMD ADVANCED MICRO DEVICES INC7.3K shares18.66%2025-09-302025-11-12

MSTR STRATEGY INC3.6K shares321.00%2025-09-302025-11-12

CRM SALESFORCE INC4.9K shares39.57%2025-09-302025-11-12

ABT ABBOTT LABS8.6K shares0.28%2025-09-302025-11-12

CRWD CROWDSTRIKE HLDGS INC2.3K shares4.85%2025-09-302025-11-12

IEMG ISHARES INC16.9K shares-2.87%2025-09-302025-11-12

Sponsored

HSBC HSBC HLDGS PLC15.7K shares1.50%2025-09-302025-11-12

SCHB SCHWAB STRATEGIC TR41.8K shares0.22%2025-09-302025-11-12

HII HUNTINGTON INGALLS INDS INC3.7K sharesnew addition2025-09-302025-11-12

PANW PALO ALTO NETWORKS INC5.2K shares0.21%2025-09-302025-11-12

CAT CATERPILLAR INC2.2K shares6.22%2025-09-302025-11-12

TRV TRAVELERS COMPANIES INC3.7K shares4.54%2025-09-302025-11-12

SHOP SHOPIFY INC6.9K shares-0.39%2025-09-302025-11-12

CSCO CISCO SYS INC14.8K shares9.25%2025-09-302025-11-12

Sponsored

IWV ISHARES TR2.6K shares0.00%2025-09-302025-11-12

VBR VANGUARD INDEX FDS4.8K shares3.47%2025-09-302025-11-12

INTU INTUIT1.4K shares112.89%2025-09-302025-11-12

AXIL AXIL BRANDS INC155.0K shares0.00%2025-09-302025-11-12

MUB ISHARES TR9.1K shares63.39%2025-09-302025-11-12

MO ALTRIA GROUP INC14.7K shares2.00%2025-09-302025-11-12

USMV ISHARES TR10.1K shares-0.33%2025-09-302025-11-12

JEPQ J P MORGAN EXCHANGE TRADED F16.5K sharesnew addition2025-09-302025-11-12

Sponsored

UBER UBER TECHNOLOGIES INC9.3K shares1.39%2025-09-302025-11-12

LIN LINDE PLC1.9K shares1.48%2025-09-302025-11-12

BALT INNOVATOR ETFS TRUST27.7K sharesnew addition2025-09-302025-11-12

ACP ABRDN INCOME CREDIT STRATEGI155.9K sharesnew addition2025-09-302025-11-12

HDV ISHARES TR7.3K shares-8.05%2025-09-302025-11-12

ISEP INNOVATOR ETFS TRUST27.5K sharesnew addition2025-09-302025-11-12

CI THE CIGNA GROUP3.0K shares56.89%2025-09-302025-11-12

DIS DISNEY WALT CO7.6K shares2.92%2025-09-302025-11-12

Sponsored

NEE NEXTERA ENERGY INC11.5K shares-5.46%2025-09-302025-11-12

MS MORGAN STANLEY5.4K shares1.50%2025-09-302025-11-12

MU MICRON TECHNOLOGY INC5.2K shares3.58%2025-09-302025-11-12

TIP ISHARES TR7.7K shares-9.06%2025-09-302025-11-12

CL COLGATE PALMOLIVE CO10.7K shares-3.36%2025-09-302025-11-12

AON AON PLC2.4K shares0.64%2025-09-302025-11-12

MCD MCDONALDS CORP2.8K shares0.69%2025-09-302025-11-12

VWOB VANGUARD WHITEHALL FDS12.5K shares8.67%2025-09-302025-11-12

Sponsored

PJAN INNOVATOR ETFS TRUST17.9K shares0.00%2025-09-302025-11-12

FCOM FIDELITY COVINGTON TRUST11.5K shares0.00%2025-09-302025-11-12

TMUS T-MOBILE US INC3.4K shares6.67%2025-09-302025-11-12

HCA HCA HEALTHCARE INC1.9K shares0.58%2025-09-302025-11-12

BLK BLACKROCK INC689 shares7.49%2025-09-302025-11-12

SLV ISHARES SILVER TR18.6K shares-1.48%2025-09-302025-11-12

DUK DUKE ENERGY CORP NEW6.4K shares86.91%2025-09-302025-11-12

BGX BLACKSTONE LONG SHORT CR INC64.6K sharesnew addition2025-09-302025-11-12

Sponsored

TMO THERMO FISHER SCIENTIFIC INC1.6K shares12.54%2025-09-302025-11-12

GOVT ISHARES TR33.4K sharesnew addition2025-09-302025-11-12

CARR CARRIER GLOBAL CORPORATION12.9K shares-1.44%2025-09-302025-11-12

FI FISERV INC6.0K shares-1.36%2025-09-302025-11-12

FIX COMFORT SYS USA INC921 shares2.33%2025-09-302025-11-12

HON HONEYWELL INTL INC3.6K shares22.68%2025-09-302025-11-12

SYK STRYKER CORPORATION2.0K shares13.70%2025-09-302025-11-12

BRK.A BERKSHIRE HATHAWAY INC DEL1 sharesnew addition2025-09-302025-11-12

Sponsored

SPYG SPDR SERIES TRUST7.2K shares5.34%2025-09-302025-11-12

DGRO ISHARES TR11.0K shares75.09%2025-09-302025-11-12

BLV VANGUARD BD INDEX FDS10.5K shares18.84%2025-09-302025-11-12

LOW LOWES COS INC2.9K shares1.56%2025-09-302025-11-12

VFMO VANGUARD WELLINGTON FD3.8K sharesnew addition2025-09-302025-11-12

XSD SPDR SERIES TRUST2.3K shares-4.04%2025-09-302025-11-12

J JACOBS SOLUTIONS INC4.9K shares-0.90%2025-09-302025-11-12

ETHE GRAYSCALE ETHEREUM TRUST ETF21.2K shares-0.48%2025-09-302025-11-12

Sponsored

NSC NORFOLK SOUTHN CORP2.4K shares2.37%2025-09-302025-11-12

XLI SELECT SECTOR SPDR TR4.6K shares-16.08%2025-09-302025-11-12

SCHG SCHWAB STRATEGIC TR21.9K shares0.00%2025-09-302025-11-12

NOW SERVICENOW INC756 shares6.93%2025-09-302025-11-12

GM GENERAL MTRS CO11.4K shares-24.35%2025-09-302025-11-12

JVAL J P MORGAN EXCHANGE TRADED F14.6K sharesnew addition2025-09-302025-11-12

FDIS FIDELITY COVINGTON TRUST6.7K shares0.00%2025-09-302025-11-12

VIOO VANGUARD ADMIRAL FDS INC6.2K shares-0.88%2025-09-302025-11-12

Sponsored

SMH VANECK ETF TRUST2.1K shares26.00%2025-09-302025-11-12

BX BLACKSTONE INC4.0K shares9.17%2025-09-302025-11-12

APP APPLOVIN CORP948 shares8.72%2025-09-302025-11-12

UNP UNION PAC CORP2.8K shares2.45%2025-09-302025-11-12

IWB ISHARES TR1.8K shares4.46%2025-09-302025-11-12

TJX TJX COS INC NEW4.6K shares7.20%2025-09-302025-11-12

FPE FIRST TR EXCH TRADED FD III35.8K shares45.75%2025-09-302025-11-12

XLE SELECT SECTOR SPDR TR7.3K shares-2.41%2025-09-302025-11-12

Sponsored

SNOW SNOWFLAKE INC2.9K sharesnew addition2025-09-302025-11-12

VEU VANGUARD INTL EQUITY INDEX F9.1K shares4.16%2025-09-302025-11-12

T AT&T INC22.9K shares12.77%2025-09-302025-11-12

EFA ISHARES TR6.9K shares-16.70%2025-09-302025-11-12

MMM 3M CO4.1K shares0.49%2025-09-302025-11-12

RA BROOKFIELD REAL ASSETS INCOM47.9K sharesnew addition2025-09-302025-11-12

GDLC GRAYSCALE COINDESK CRYPTO11.4K sharesnew addition2025-09-302025-11-12

MMSI MERIT MED SYS INC7.5K shares0.29%2025-09-302025-11-12

Sponsored

FLTB FIDELITY MERRIMACK STR TR12.3K shares0.00%2025-09-302025-11-12

DAL DELTA AIR LINES INC DEL10.7K shares4.49%2025-09-302025-11-12

PAUG INNOVATOR ETFS TRUST14.3K shares-10.80%2025-09-302025-11-12

VYM VANGUARD WHITEHALL FDS4.2K shares120.74%2025-09-302025-11-12

RY ROYAL BK CDA4.0K shares0.45%2025-09-302025-11-12

DFUS DIMENSIONAL ETF TRUST8.1K sharesnew addition2025-09-302025-11-12

DDTS INNOVATOR ETFS TRUST27.9K sharesnew addition2025-09-302025-11-12

BNDX VANGUARD CHARLOTTE FDS11.6K shares0.63%2025-09-302025-11-12

Sponsored

XLP SELECT SECTOR SPDR TR7.2K shares-2.75%2025-09-302025-11-12

EXPD EXPEDITORS INTL WASH INC4.5K shares-2.47%2025-09-302025-11-12

PH PARKER-HANNIFIN CORP721 shares2.71%2025-09-302025-11-12

IAU ISHARES GOLD TR7.5K shares24.20%2025-09-302025-11-12

OTIS OTIS WORLDWIDE CORP5.9K shares-3.81%2025-09-302025-11-12

EW EDWARDS LIFESCIENCES CORP6.9K shares0.03%2025-09-302025-11-12

DHR DANAHER CORPORATION2.7K shares35.44%2025-09-302025-11-12

QGRW WISDOMTREE TR9.3K sharesnew addition2025-09-302025-11-12

Sponsored

MFIN MEDALLION FINL CORP51.8K shares9.44%2025-09-302025-11-12

PFE PFIZER INC20.4K shares37.96%2025-09-302025-11-12

JMST J P MORGAN EXCHANGE TRADED F10.1K shares-11.37%2025-09-302025-11-12

SVOL SIMPLIFY EXCHANGE TRADED FUN28.7K sharesnew addition2025-09-302025-11-12

ICE INTERCONTINENTAL EXCHANGE IN3.1K shares3.00%2025-09-302025-11-12

ILCB ISHARES TR5.5K sharesnew addition2025-09-302025-11-12

APH AMPHENOL CORP NEW4.1K shares32.26%2025-09-302025-11-12

DE DEERE & CO1.1K shares-6.97%2025-09-302025-11-12

Sponsored

VSS VANGUARD INTL EQUITY INDEX F3.5K sharesnew addition2025-09-302025-11-12

MDLZ MONDELEZ INTL INC8.0K shares0.10%2025-09-302025-11-12

TRGP TARGA RES CORP3.0K shares0.00%2025-09-302025-11-12

TXN TEXAS INSTRS INC2.7K shares71.75%2025-09-302025-11-12

SCHW SCHWAB CHARLES CORP5.1K shares9.57%2025-09-302025-11-12

HOOD ROBINHOOD MKTS INC3.4K shares30.74%2025-09-302025-11-12

IUSG ISHARES TR2.9K shares1.18%2025-09-302025-11-12

GILD GILEAD SCIENCES INC4.3K shares19.72%2025-09-302025-11-12

Sponsored

DGRW WISDOMTREE TR5.4K sharesnew addition2025-09-302025-11-12

MMC MARSH & MCLENNAN COS INC2.4K shares65.80%2025-09-302025-11-12

CB CHUBB LIMITED1.6K shares-5.01%2025-09-302025-11-12

PCAR PACCAR INC4.7K shares1.70%2025-09-302025-11-12

FSK FS KKR CAP CORP31.2K shares38.34%2025-09-302025-11-12

FCX FREEPORT-MCMORAN INC11.8K shares4.14%2025-09-302025-11-12

SPMO INVESCO EXCH TRADED FD TR II3.8K shares-13.20%2025-09-302025-11-12

SCHV SCHWAB STRATEGIC TR15.6K shares0.00%2025-09-302025-11-12

Sponsored

IEUR ISHARES TR6.7K shares0.00%2025-09-302025-11-12

BSX BOSTON SCIENTIFIC CORP4.6K shares18.46%2025-09-302025-11-12

OKE ONEOK INC NEW6.1K shares5.98%2025-09-302025-11-12

ZJUL INNOVATOR ETFS TRUST15.5K shares53.89%2025-09-302025-11-12

F FORD MTR CO36.7K shares3.68%2025-09-302025-11-12

SO SOUTHERN CO4.6K shares24.97%2025-09-302025-11-12

KREF KKR REAL ESTATE FIN TR INC48.5K sharesnew addition2025-09-302025-11-12

AFL AFLAC INC3.8K sharesnew addition2025-09-302025-11-12

Sponsored

AIOT POWERFLEET INC81.6K sharesnew addition2025-09-302025-11-12

CLX CLOROX CO DEL3.4K shares-0.09%2025-09-302025-11-12

PHYS SPROTT ASSET MANAGEMENT LP14.2K shares0.00%2025-09-302025-11-12

BUCK SIMPLIFY EXCHANGE TRADED FUN17.6K shares13.96%2025-09-302025-11-12

DFAI DIMENSIONAL ETF TRUST11.5K sharesnew addition2025-09-302025-11-12

VT VANGUARD INTL EQUITY INDEX F3.0K sharesnew addition2025-09-302025-11-12

BABA ALIBABA GROUP HLDG LTD2.3K shares5.46%2025-09-302025-11-12

CMI CUMMINS INC985 shares-0.10%2025-09-302025-11-12

Sponsored

IWD ISHARES TR2.0K shares-20.63%2025-09-302025-11-12

EMR EMERSON ELEC CO3.1K shares-0.32%2025-09-302025-11-12

FSTA FIDELITY COVINGTON TRUST8.2K shares-2.27%2025-09-302025-11-12

IR INGERSOLL RAND INC4.9K sharesnew addition2025-09-302025-11-12

KLAC KLA CORP367 shares-1.61%2025-09-302025-11-12

APOC INNOVATOR ETFS TRUST15.2K shares89.42%2025-09-302025-11-12

CVS CVS HEALTH CORP5.2K shares8.23%2025-09-302025-11-12

PNC PNC FINL SVCS GROUP INC1.9K shares11.02%2025-09-302025-11-12

Sponsored

PKST PEAKSTONE REALTY TRUST29.5K sharesnew addition2025-09-302025-11-12

EMLP FIRST TR EXCHANGE-TRADED FD9.9K shares-1.71%2025-09-302025-11-12

APD AIR PRODS & CHEMS INC1.4K shares1.02%2025-09-302025-11-12

VNT VONTIER CORPORATION8.9K shares0.00%2025-09-302025-11-12

AHR AMERICAN HEALTHCARE REIT INC8.9K shares0.10%2025-09-302025-11-12

JGRO J P MORGAN EXCHANGE TRADED F4.0K sharesnew addition2025-09-302025-11-12

PSX PHILLIPS 662.7K shares8.68%2025-09-302025-11-12

XLU SELECT SECTOR SPDR TR4.1K shares-7.91%2025-09-302025-11-12

Sponsored

DVY ISHARES TR2.5K shares4.75%2025-09-302025-11-12

ACWX ISHARES TR5.5K shares0.00%2025-09-302025-11-12

ISRG INTUITIVE SURGICAL INC793 shares-2.70%2025-09-302025-11-12

VIGI VANGUARD WHITEHALL FDS3.9K shares0.00%2025-09-302025-11-12

DEM WISDOMTREE TR7.6K sharesnew addition2025-09-302025-11-12

REGN REGENERON PHARMACEUTICALS619 shares-2.98%2025-09-302025-11-12

IGV ISHARES TR3.0K sharesnew addition2025-09-302025-11-12

UAPR INNOVATOR ETFS TRUST10.6K shares-3.27%2025-09-302025-11-12

Sponsored

XLG INVESCO EXCHANGE TRADED FD T5.9K sharesnew addition2025-09-302025-11-12

VDE VANGUARD WORLD FD2.7K shares11.82%2025-09-302025-11-12

CCL CARNIVAL CORP11.6K shares-2.40%2025-09-302025-11-12

SLB SCHLUMBERGER LTD9.8K shares-2.46%2025-09-302025-11-12

DIA SPDR DOW JONES INDL AVERAGE721 sharesnew addition2025-09-302025-11-12

MELI MERCADOLIBRE INC143 shares6.72%2025-09-302025-11-12

CLSK CLEANSPARK INC23.0K sharesnew addition2025-09-302025-11-12

GDX VANECK ETF TRUST4.4K sharesnew addition2025-09-302025-11-12

Sponsored

SPYV SPDR SERIES TRUST6.0K shares5.35%2025-09-302025-11-12

SPDW SPDR INDEX SHS FDS7.6K sharesnew addition2025-09-302025-11-12

EXPE EXPEDIA GROUP INC1.5K sharesnew addition2025-09-302025-11-12

SPXU PROSHARES TR24.0K sharesnew addition2025-09-302025-11-12

FTV FORTIVE CORP6.6K shares-9.48%2025-09-302025-11-12

SOXX ISHARES TR1.2K shares-3.66%2025-09-302025-11-12

AIG AMERICAN INTL GROUP INC4.0K shares-5.54%2025-09-302025-11-12

SCHX SCHWAB STRATEGIC TR11.8K shares0.00%2025-09-302025-11-12

Sponsored

RCL ROYAL CARIBBEAN GROUP953 shares1.38%2025-09-302025-11-12

VOE VANGUARD INDEX FDS1.7K shares-3.40%2025-09-302025-11-12

VBK VANGUARD INDEX FDS1.0K shares-0.49%2025-09-302025-11-12

CEG CONSTELLATION ENERGY CORP915 shares16.56%2025-09-302025-11-12

OEF ISHARES TR902 shares0.00%2025-09-302025-11-12

FC FRANKLIN COVEY CO15.4K shares0.00%2025-09-302025-11-12

JCI JOHNSON CTLS INTL PLC2.7K shares2.29%2025-09-302025-11-12

BIV VANGUARD BD INDEX FDS3.8K shares11.18%2025-09-302025-11-12

Sponsored

VRTX VERTEX PHARMACEUTICALS INC758 shares-4.77%2025-09-302025-11-12

FHLC FIDELITY COVINGTON TRUST4.4K shares0.00%2025-09-302025-11-12

NEM NEWMONT CORP3.5K sharesnew addition2025-09-302025-11-12

BJUL INNOVATOR ETFS TRUST5.8K sharesnew addition2025-09-302025-11-12

PYPL PAYPAL HLDGS INC4.3K shares6.57%2025-09-302025-11-12

BMAY INNOVATOR ETFS TRUST6.6K shares0.00%2025-09-302025-11-12

XLRE SELECT SECTOR SPDR TR6.8K shares-0.92%2025-09-302025-11-12

IBIT ISHARES BITCOIN TRUST ETF4.4K shares20.99%2025-09-302025-11-12

Sponsored

VHT VANGUARD WORLD FD1.1K shares35.55%2025-09-302025-11-12

CSX CSX CORP8.0K shares1.59%2025-09-302025-11-12

NJUL INNOVATOR ETFS TRUST4.0K sharesnew addition2025-09-302025-11-12

ZSEP INNOVATOR ETFS TRUST10.6K shares-15.00%2025-09-302025-11-12

CBRE CBRE GROUP INC1.8K shares6.93%2025-09-302025-11-12

ZOCT INNOVATOR ETFS TRUST10.5K sharesnew addition2025-09-302025-11-12

ZAUG INNOVATOR ETFS TRUST10.5K sharesnew addition2025-09-302025-11-12

WELL WELLTOWER INC1.6K shares12.41%2025-09-302025-11-12

Sponsored

TTD THE TRADE DESK INC5.7K shares-26.18%2025-09-302025-11-12

USMF WISDOMTREE TR5.3K sharesnew addition2025-09-302025-11-12

EOG EOG RES INC2.5K shares0.16%2025-09-302025-11-12

BSEP INNOVATOR ETFS TRUST5.7K shares0.00%2025-09-302025-11-12

VLO VALERO ENERGY CORP1.6K shares0.95%2025-09-302025-11-12

KKR KKR & CO INC2.0K shares4.98%2025-09-302025-11-12

MRVL MARVELL TECHNOLOGY INC3.1K sharesnew addition2025-09-302025-11-12

TTE TOTALENERGIES SE4.4K sharesnew addition2025-09-302025-11-12

Sponsored

KR KROGER CO3.9K shares-16.76%2025-09-302025-11-12

EBAY EBAY INC.2.9K shares6.67%2025-09-302025-11-12

USB US BANCORP DEL5.4K shares-11.11%2025-09-302025-11-12

AZN ASTRAZENECA PLC3.4K sharesnew addition2025-09-302025-11-12

SOLT VOLATILITY SHS TR11.3K sharesnew addition2025-09-302025-11-12

SRE SEMPRA2.9K shares1.62%2025-09-302025-11-12

BBY BEST BUY INC3.4K shares-0.32%2025-09-302025-11-12

PGR PROGRESSIVE CORP1.0K shares-5.43%2025-09-302025-11-12

Sponsored

EQIX EQUINIX INC329 shares-4.36%2025-09-302025-11-12

FDX FEDEX CORP1.1K shares0.37%2025-09-302025-11-12

D DOMINION ENERGY INC4.2K sharesnew addition2025-09-302025-11-12

VOT VANGUARD INDEX FDS873 sharesnew addition2025-09-302025-11-12

VXUS VANGUARD STAR FDS3.5K sharesnew addition2025-09-302025-11-12

STX SEAGATE TECHNOLOGY HLDNGS PL1.1K sharesnew addition2025-09-302025-11-12

SQQQ PROSHARES TR16.1K sharesnew addition2025-09-302025-11-12

LHX L3HARRIS TECHNOLOGIES INC804 sharesnew addition2025-09-302025-11-12

Sponsored

MSI MOTOROLA SOLUTIONS INC534 sharesnew addition2025-09-302025-11-12

NXPI NXP SEMICONDUCTORS N V1.1K sharesnew addition2025-09-302025-11-12

SHEL SHELL PLC3.4K shares-59.70%2025-09-302025-11-12

XYZ BLOCK INC3.3K shares10.51%2025-09-302025-11-12

ROK ROCKWELL AUTOMATION INC685 shares0.74%2025-09-302025-11-12

SCHO SCHWAB STRATEGIC TR9.8K shares-28.48%2025-09-302025-11-12

YYY AMPLIFY ETF TR20.1K shares0.00%2025-09-302025-11-12

IYJ ISHARES TR1.6K shares0.00%2025-09-302025-11-12

Sponsored

GEHC GE HEALTHCARE TECHNOLOGIES I3.1K shares5.51%2025-09-302025-11-12

CVBF CVB FINL CORP12.3K shares-1.98%2025-09-302025-11-12

ITW ILLINOIS TOOL WKS INC893 sharesnew addition2025-09-302025-11-12

QQQM INVESCO EXCH TRADED FD TR II941 shares-1.88%2025-09-302025-11-12

DASH DOORDASH INC855 sharesnew addition2025-09-302025-11-12

WM WASTE MGMT INC DEL1.1K shares-2.05%2025-09-302025-11-12

BP BP PLC6.7K sharesnew addition2025-09-302025-11-12

FIDI FIDELITY COVINGTON TRUST9.5K shares0.18%2025-09-302025-11-12

Sponsored

TROW PRICE T ROWE GROUP INC2.2K sharesnew addition2025-09-302025-11-12

ACWV ISHARES INC1.9K shares0.00%2025-09-302025-11-12

AGGY WISDOMTREE TR5.1K sharesnew addition2025-09-302025-11-12

BK BANK NEW YORK MELLON CORP2.1K sharesnew addition2025-09-302025-11-12

EMB ISHARES TR2.4K shares-7.10%2025-09-302025-11-12

MPC MARATHON PETE CORP1.2K sharesnew addition2025-09-302025-11-12

BMY BRISTOL-MYERS SQUIBB CO4.9K sharesnew addition2025-09-302025-11-12

IHDG WISDOMTREE TR4.7K sharesnew addition2025-09-302025-11-12

Sponsored

IWO ISHARES TR679 sharesnew addition2025-09-302025-11-12

ECL ECOLAB INC790 shares-2.47%2025-09-302025-11-12

FTNT FORTINET INC2.6K shares-2.33%2025-09-302025-11-12

VTIP VANGUARD MALVERN FDS4.2K shares-9.71%2025-09-302025-11-12

UBS UBS GROUP AG5.2K sharesnew addition2025-09-302025-11-12

VRT VERTIV HOLDINGS CO1.4K sharesnew addition2025-09-302025-11-12

TPR TAPESTRY INC1.9K sharesnew addition2025-09-302025-11-12

NAPR INNOVATOR ETFS TRUST4.0K shares-4.62%2025-09-302025-11-12

Sponsored

HPE HEWLETT PACKARD ENTERPRISE C8.5K sharesnew addition2025-09-302025-11-12

NVS NOVARTIS AG1.6K sharesnew addition2025-09-302025-11-12

SNPS SYNOPSYS INC410 shares1.49%2025-09-302025-11-12

TQQQ PROSHARES TR1.9K sharesnew addition2025-09-302025-11-12

IYW ISHARES TR1.0K sharesnew addition2025-09-302025-11-12

VIG VANGUARD SPECIALIZED FUNDS930 sharesnew addition2025-09-302025-11-12

HOND HCM II ACQUISITION CORP10.0K sharesnew addition2025-09-302025-11-12

MYD BLACKROCK MUNIYIELD FD INC15.5K sharesnew addition2025-09-302025-11-12

Sponsored

CCIX CHURCHILL CAPITAL CORP IX15.0K sharesnew addition2025-09-302025-11-12

TACOU BERTO ACQUISITION CORP13.8K sharesnew addition2025-09-302025-11-12

NVNI NVNI GROUP LIMITED173.7K shares0.00%2025-09-302025-11-12

LXEO LEXEO THERAPEUTICS INC20.0K shares0.00%2025-09-302025-11-12

BITF BITFARMS LTD46.4K shares0.00%2025-09-302025-11-12

RTACU RENATUS TACTICAL ACQUIS11.0K sharesnew addition2025-09-302025-11-12

IGD VOYA GLBL EQTY DIV & PREM OP21.2K shares2.58%2025-09-302025-11-12

RMT ROYCE MICRO-CAP TR INC11.9K shares0.00%2025-09-302025-11-12

Sponsored

BBDC BARINGS BDC INC14.0K shares3.28%2025-09-302025-11-12

CEPO CANTOR EQUITY PARTNERS I INC11.5K sharesnew addition2025-09-302025-11-12

BEAG BOLD EAGLE ACQUISITION CORP11.0K sharesnew addition2025-09-302025-11-12

SAN BANCO SANTANDER S.A.10.6K sharesnew addition2025-09-302025-11-12

MBI MBIA INC11.0K sharesnew addition2025-09-302025-11-12

BGY BLACKROCK ENHANCED INTL DIV12.5K shares0.00%2025-09-302025-11-12

DTI DRILLING TOOLS INTL CORP11.0K shares0.00%2025-09-302025-11-12

ATCH ATLASCLEAR HOLDINGS INC11.6K sharesnew addition2025-09-302025-11-12

Sponsored

FGMCR FG MERGER II CORP11.0K shares0.00%2025-09-302025-11-12

AIIOW ROBO.AI INC.18.2K shares0.00%2025-09-302025-11-12

REVBW REVELATION BIOSCIENCES INC47.5K shares0.00%2025-09-302025-11-12

Call Option Holdings

SPY Call CallSPDR S&P 500 ETF TR8.0K sharesnew addition2025-09-302025-11-12

IWM Call CallISHARES TR2.5K sharesnew addition2025-09-302025-11-12

Put Option Holdings

AAPL Put PutAPPLE INC24.2K shares33.70%2025-09-302025-11-12