The Analysis of Sovereign Financial Group, Inc.'s Holdings

Currently, Sovereign Financial Group, Inc. holds 345 types of securities in its portfolio with a total value $561.1M. In the most recent quarter, they have increased their positions in USFR (+24.8K shares, valued at $1.2M), PYLD (+39.2K shares, valued at $1.0M), SSO (+18.0K shares, valued at $1.0M); decreased their positions in AAPL (-5.0K shares, valued at $1.4M), QUAL (-5.7K shares, valued at $1.1M), MU (-1.3K shares, valued at $377.0K); initiated new positions in USFR (+24.8K shares, valued at $1.2M), DGRO (+6.3K shares, valued at $434.6K), BALT (+12.1K shares, valued at $406.5K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VEA VANGUARD TAX-MANAGED FDS515.2K shares0.51%2025-12-312026-01-07

VUG VANGUARD INDEX FDS63.3K shares2.54%2025-12-312026-01-07

SPY SPDR S&P 500 ETF TR41.9K shares2.52%2025-12-312026-01-07

INVESCO QQQ TR INVESCO QQQ TR35.8K shares0.20%2025-12-312026-01-07

VTV VANGUARD INDEX FDS112.0K shares-0.12%2025-12-312026-01-07

ALPHABET INC ALPHABET INC58.6K shares-0.43%2025-12-312026-01-07

IVV ISHARES TR25.4K shares-1.10%2025-12-312026-01-07

AAPL APPLE INC52.6K shares-8.68%2025-12-312026-01-07

Sponsored

ALPHABET INC ALPHABET INC38.0K shares-0.42%2025-12-312026-01-07

VWO VANGUARD INTL EQUITY INDEX F215.1K shares4.97%2025-12-312026-01-07

BSV VANGUARD BD INDEX FDS141.5K shares4.58%2025-12-312026-01-07

BNDX VANGUARD CHARLOTTE FDS227.8K shares5.54%2025-12-312026-01-07

RDVY FIRST TR EXCHANGE TRADED FD130.5K shares0.35%2025-12-312026-01-07

VTIP VANGUARD MALVERN FDS172.0K shares0.76%2025-12-312026-01-07

VB VANGUARD INDEX FDS29.6K shares0.36%2025-12-312026-01-07

MSFT MICROSOFT CORP14.9K shares-4.74%2025-12-312026-01-07

Sponsored

NVDA NVIDIA CORPORATION36.3K shares-0.67%2025-12-312026-01-07

VYM VANGUARD WHITEHALL FDS47.0K shares2.96%2025-12-312026-01-07

VANGUARD INDEX FDS VANGUARD INDEX FDS10.4K shares-0.28%2025-12-312026-01-07

BIV VANGUARD BD INDEX FDS77.9K shares4.07%2025-12-312026-01-07

TBIL RBB FD INC117.9K shares9.38%2025-12-312026-01-07

VMBS VANGUARD SCOTTSDALE FDS110.4K shares6.08%2025-12-312026-01-07

BLV VANGUARD BD INDEX FDS70.7K shares6.66%2025-12-312026-01-07

REZ ISHARES TR56.3K shares6.66%2025-12-312026-01-07

Sponsored

AMZN AMAZON COM INC17.7K shares2.96%2025-12-312026-01-07

MA MASTERCARD INCORPORATED5.5K shares0.68%2025-12-312026-01-07

SO SOUTHERN CO35.6K shares0.10%2025-12-312026-01-07

IVE ISHARES TR14.3K shares42.05%2025-12-312026-01-07

NEAR ISHARES U S ETF TR59.3K shares-1.61%2025-12-312026-01-07

PYLD PIMCO ETF TR113.1K shares53.01%2025-12-312026-01-07

OEF ISHARES TR8.4K shares-1.56%2025-12-312026-01-07

XOM EXXON MOBIL CORP23.8K shares0.46%2025-12-312026-01-07

Sponsored

IEMG ISHARES INC41.5K shares16.09%2025-12-312026-01-07

IUSG ISHARES TR16.6K shares-1.49%2025-12-312026-01-07

DYNF BLACKROCK ETF TRUST43.0K shares-2.95%2025-12-312026-01-07

GLD SPDR GOLD TR6.5K shares-0.84%2025-12-312026-01-07

IVW ISHARES TR20.1K shares-1.95%2025-12-312026-01-07

META META PLATFORMS INC3.6K shares9.35%2025-12-312026-01-07

JEPI J P MORGAN EXCHANGE TRADED F41.2K shares17.84%2025-12-312026-01-07

JPM JPMORGAN CHASE & CO.7.3K shares2.80%2025-12-312026-01-07

Sponsored

IUSB ISHARES TR49.5K shares-13.90%2025-12-312026-01-07

BROADCOM INC BROADCOM INC6.5K shares-1.60%2025-12-312026-01-07

UPS UNITED PARCEL SERVICE INC22.1K shares0.23%2025-12-312026-01-07

IWY ISHARES TR7.8K shares-4.09%2025-12-312026-01-07

BAC BANK AMERICA CORP38.8K shares3.68%2025-12-312026-01-07

SSO PROSHARES TR36.1K shares100.00%2025-12-312026-01-07

MU MICRON TECHNOLOGY INC7.3K shares-15.30%2025-12-312026-01-07

MGK VANGUARD WORLD FD5.0K shares-4.19%2025-12-312026-01-07

Sponsored

ED CONSOLIDATED EDISON INC20.5K shares0.75%2025-12-312026-01-07

V VISA INC5.7K shares-2.52%2025-12-312026-01-07

DFIV DIMENSIONAL ETF TRUST39.6K shares26.23%2025-12-312026-01-07

PDP INVESCO EXCHANGE TRADED FD T16.8K shares0.00%2025-12-312026-01-07

VGT VANGUARD WORLD FD2.6K shares7.30%2025-12-312026-01-07

VTI VANGUARD INDEX FDS5.8K shares-0.41%2025-12-312026-01-07

IUS INVESCO EXCH TRD SLF IDX FD34.0K shares-1.64%2025-12-312026-01-07

EFV ISHARES TR26.6K shares-11.66%2025-12-312026-01-07

Sponsored

IGSB ISHARES TR35.0K shares-2.56%2025-12-312026-01-07

VFVA VANGUARD WELLINGTON FD13.4K shares-0.74%2025-12-312026-01-07

TFLO ISHARES TR34.2K shares1.89%2025-12-312026-01-07

GSY INVESCO ACTIVELY MANAGED EXC34.0K shares-15.47%2025-12-312026-01-07

JPST J P MORGAN EXCHANGE TRADED F33.3K shares-10.20%2025-12-312026-01-07

IEFA ISHARES TR17.4K shares-8.29%2025-12-312026-01-07

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.1K shares5.35%2025-12-312026-01-07

COST COSTCO WHSL CORP NEW1.8K shares0.74%2025-12-312026-01-07

Sponsored

ITOT ISHARES TR10.2K shares0.29%2025-12-312026-01-07

IUSV ISHARES TR14.7K shares1.11%2025-12-312026-01-07

CHD CHURCH & DWIGHT CO INC17.9K shares0.08%2025-12-312026-01-07

VPU VANGUARD WORLD FD8.1K shares1.70%2025-12-312026-01-07

ISHARES GOLD TR ISHARES GOLD TR18.4K shares17.27%2025-12-312026-01-07

IBM INTERNATIONAL BUSINESS MACHS5.0K shares5.35%2025-12-312026-01-07

VIG VANGUARD SPECIALIZED FUNDS6.5K shares1.75%2025-12-312026-01-07

MTUM ISHARES TR5.6K shares10.05%2025-12-312026-01-07

Sponsored

EQWL INVESCO EXCHANGE TRADED FD T11.8K shares11.10%2025-12-312026-01-07

AOA ISHARES TR15.4K shares183.00%2025-12-312026-01-07

SPMO INVESCO EXCH TRADED FD TR II11.6K shares1.32%2025-12-312026-01-07

DIA SPDR DOW JONES INDL AVERAGE2.8K shares5.72%2025-12-312026-01-07

IJR ISHARES TR11.2K shares0.37%2025-12-312026-01-07

SMH VANECK ETF TRUST3.7K shares-1.74%2025-12-312026-01-07

EFA ISHARES TR13.4K shares-2.26%2025-12-312026-01-07

EEM ISHARES TR23.4K shares12.30%2025-12-312026-01-07

Sponsored

ALPS ETF TR ALPS ETF TR22.1K shares0.13%2025-12-312026-01-07

AOR ISHARES TR19.3K shares303.25%2025-12-312026-01-07

USFR WISDOMTREE TR24.8K sharesnew addition2025-12-312026-01-07

HD HOME DEPOT INC3.5K shares4.06%2025-12-312026-01-07

CAT CATERPILLAR INC2.1K shares2.49%2025-12-312026-01-07

AOK ISHARES TR28.4K shares83.96%2025-12-312026-01-07

TSLA TESLA INC2.5K shares35.46%2025-12-312026-01-07

CSX CSX CORP31.0K shares0.61%2025-12-312026-01-07

Sponsored

TLH ISHARES TR11.0K shares-2.17%2025-12-312026-01-07

PLTR PALANTIR TECHNOLOGIES INC6.2K shares1.21%2025-12-312026-01-07

HGLB HIGHLAND GLOBAL ALLOCATION F120.4K shares2.11%2025-12-312026-01-07

RTX RTX CORPORATION5.9K shares-6.13%2025-12-312026-01-07

QUAL ISHARES TR5.4K shares-51.42%2025-12-312026-01-07

SPYG SPDR SERIES TRUST10.1K shares-7.17%2025-12-312026-01-07

KMB KIMBERLY-CLARK CORP10.6K shares6.70%2025-12-312026-01-07

PG PROCTER AND GAMBLE CO7.4K shares13.57%2025-12-312026-01-07

Sponsored

AOM ISHARES TR22.1K shares5.86%2025-12-312026-01-07

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T22.4K shares5.61%2025-12-312026-01-07

ALL ALLSTATE CORP5.0K shares0.71%2025-12-312026-01-07

SGDM SPROTT ETF TRUST14.7K shares-1.77%2025-12-312026-01-07

GLDM WORLD GOLD TR12.0K shares-6.62%2025-12-312026-01-07

TIP ISHARES TR9.3K shares-2.47%2025-12-312026-01-07

IWM ISHARES TR4.1K shares-13.85%2025-12-312026-01-07

VIGI VANGUARD WHITEHALL FDS11.1K shares91.81%2025-12-312026-01-07

Sponsored

SLV ISHARES SILVER TR15.6K shares-8.58%2025-12-312026-01-07

KO COCA COLA CO14.4K shares14.20%2025-12-312026-01-07

VSMV VICTORY PORTFOLIOS II17.7K shares-10.93%2025-12-312026-01-07

THRO BLACKROCK ETF TRUST25.3K shares-2.35%2025-12-312026-01-07

GIS GENERAL MLS INC20.9K shares2.09%2025-12-312026-01-07

MDY SPDR S&P MIDCAP 400 ETF TR1.6K shares-2.77%2025-12-312026-01-07

IBIT ISHARES BITCOIN TRUST ETF19.5K shares2.06%2025-12-312026-01-07

SCHG SCHWAB STRATEGIC TR29.6K shares4.78%2025-12-312026-01-07

Sponsored

VCSH VANGUARD SCOTTSDALE FDS12.1K shares-4.78%2025-12-312026-01-07

BAI BLACKROCK ETF TRUST28.8K shares-1.62%2025-12-312026-01-07

IWF ISHARES TR2.0K shares0.00%2025-12-312026-01-07

GEV GE VERNOVA INC1.4K shares-17.17%2025-12-312026-01-07

BND VANGUARD BD INDEX FDS12.6K shares1.89%2025-12-312026-01-07

IJH ISHARES TR13.9K shares-0.34%2025-12-312026-01-07

T AT&T INC36.4K shares-6.93%2025-12-312026-01-07

VONG VANGUARD SCOTTSDALE FDS7.4K shares-2.08%2025-12-312026-01-07

Sponsored

ABBV ABBVIE INC3.9K shares6.21%2025-12-312026-01-07

AEP AMERICAN ELEC PWR CO INC7.7K shares4.95%2025-12-312026-01-07

JHMM JOHN HANCOCK EXCHANGE TRADED13.6K shares0.58%2025-12-312026-01-07

VO VANGUARD INDEX FDS3.1K shares-3.72%2025-12-312026-01-07

WMT WALMART INC7.9K shares2.95%2025-12-312026-01-07

JNJ JOHNSON & JOHNSON4.2K shares0.43%2025-12-312026-01-07

MS MORGAN STANLEY4.9K shares4.57%2025-12-312026-01-07

USDU WISDOMTREE TR33.4K shares6.24%2025-12-312026-01-07

Sponsored

LLY ELI LILLY & CO800 shares-4.65%2025-12-312026-01-07

VHT VANGUARD WORLD FD2.9K shares11.75%2025-12-312026-01-07

XLK SELECT SECTOR SPDR TR5.8K shares94.33%2025-12-312026-01-07

D DOMINION ENERGY INC14.2K shares0.74%2025-12-312026-01-07

TBLL INVESCO EXCH TRADED FD TR II7.9K shares-13.22%2025-12-312026-01-07

CSCO CISCO SYS INC10.5K shares0.78%2025-12-312026-01-07

PEG PUBLIC SVC ENTERPRISE GRP IN10.0K shares-0.14%2025-12-312026-01-07

CMC COMMERCIAL METALS CO11.5K shares0.00%2025-12-312026-01-07

Sponsored

NEE NEXTERA ENERGY INC9.8K shares1.17%2025-12-312026-01-07

IBB ISHARES TR4.6K shares-2.00%2025-12-312026-01-07

AXP AMERICAN EXPRESS CO2.1K shares14.37%2025-12-312026-01-07

UNH UNITEDHEALTH GROUP INC2.3K shares3.21%2025-12-312026-01-07

GE AEROSPACE GE AEROSPACE2.5K shares-3.94%2025-12-312026-01-07

XLU SELECT SECTOR SPDR TR17.7K shares127.99%2025-12-312026-01-07

QCOM QUALCOMM INC4.3K shares-9.98%2025-12-312026-01-07

KORU DIREXION SHS ETF TR4.1K shares65.50%2025-12-312026-01-07

Sponsored

TT TRANE TECHNOLOGIES PLC1.9K shares2.26%2025-12-312026-01-07

SHV ISHARES TR6.5K shares-11.10%2025-12-312026-01-07

AGG ISHARES TR7.1K shares-19.89%2025-12-312026-01-07

MCD MCDONALDS CORP2.3K shares3.12%2025-12-312026-01-07

BMY BRISTOL-MYERS SQUIBB CO12.9K shares1.87%2025-12-312026-01-07

ORCL ORACLE CORP3.6K shares5.21%2025-12-312026-01-07

USMV ISHARES TR7.1K shares-3.31%2025-12-312026-01-07

AMD ADVANCED MICRO DEVICES INC3.1K shares2.03%2025-12-312026-01-07

Sponsored

MBB ISHARES TR7.0K shares-7.33%2025-12-312026-01-07

XLE SELECT SECTOR SPDR TR14.6K shares100.78%2025-12-312026-01-07

VYMI VANGUARD WHITEHALL FDS7.3K shares8.24%2025-12-312026-01-07

NVDL GRANITESHARES ETF TR7.4K shares0.00%2025-12-312026-01-07

IGOV ISHARES TR15.5K shares0.01%2025-12-312026-01-07

VCIT VANGUARD SCOTTSDALE FDS7.7K shares-1.03%2025-12-312026-01-07

HDV ISHARES TR5.3K shares-2.99%2025-12-312026-01-07

SCHF SCHWAB STRATEGIC TR26.1K shares8.33%2025-12-312026-01-07

Sponsored

IYY ISHARES TR3.8K shares0.00%2025-12-312026-01-07

SPYM SPDR SERIES TRUST7.6K shares-7.77%2025-12-312026-01-07

SDCI USCF ETF TR27.5K shares9.80%2025-12-312026-01-07

FFEB FIRST TR EXCHNG TRADED FD VI10.6K shares-0.84%2025-12-312026-01-07

ITA ISHARES TR2.8K shares-1.03%2025-12-312026-01-07

DFEB FIRST TR EXCHNG TRADED FD VI12.5K shares-1.81%2025-12-312026-01-07

BLACKSTONE INC BLACKSTONE INC3.9K shares3.32%2025-12-312026-01-07

VXUS VANGUARD STAR FDS7.9K shares32.60%2025-12-312026-01-07

Sponsored

ASML ASML HOLDING N V552 shares-2.82%2025-12-312026-01-07

NFLX NETFLIX INC6.3K shares455.51%2025-12-312026-01-07

SCHA SCHWAB STRATEGIC TR20.6K shares1.93%2025-12-312026-01-07

LOW LOWES COS INC2.4K shares56.06%2025-12-312026-01-07

GLW CORNING INC6.6K shares58.48%2025-12-312026-01-07

PEP PEPSICO INC4.0K shares-4.41%2025-12-312026-01-07

ADI ANALOG DEVICES INC2.1K shares8.39%2025-12-312026-01-07

AMGN AMGEN INC1.7K shares4.90%2025-12-312026-01-07

Sponsored

SCHB SCHWAB STRATEGIC TR21.5K shares0.07%2025-12-312026-01-07

ETFS GOLD TR ETFS GOLD TR13.7K shares-5.41%2025-12-312026-01-07

DGS WISDOMTREE TR9.8K shares10.41%2025-12-312026-01-07

UITB VICTORY PORTFOLIOS II11.8K shares1.44%2025-12-312026-01-07

VIOO VANGUARD ADMIRAL FDS INC5.1K shares-0.39%2025-12-312026-01-07

IWD ISHARES TR2.6K shares0.00%2025-12-312026-01-07

VONE VANGUARD SCOTTSDALE FDS1.7K shares0.00%2025-12-312026-01-07

VTEB VANGUARD MUN BD FDS10.5K shares63.93%2025-12-312026-01-07

Sponsored

BLACKROCK INC BLACKROCK INC491 shares9.84%2025-12-312026-01-07

EPD ENTERPRISE PRODS PARTNERS L16.4K shares5.14%2025-12-312026-01-07

SPSM SPDR SERIES TRUST11.1K shares-0.63%2025-12-312026-01-07

DIS DISNEY WALT CO4.6K shares-0.24%2025-12-312026-01-07

MP MP MATERIALS CORP10.2K shares-26.42%2025-12-312026-01-07

IAGG ISHARES TR10.2K shares-0.21%2025-12-312026-01-07

TOL TOLL BROTHERS INC3.8K shares0.29%2025-12-312026-01-07

ARISTA NETWORKS INC ARISTA NETWORKS INC3.9K shares-10.21%2025-12-312026-01-07

Sponsored

VOT VANGUARD INDEX FDS1.8K shares0.06%2025-12-312026-01-07

DE DEERE & CO1.1K shares2.37%2025-12-312026-01-07

SCHV SCHWAB STRATEGIC TR16.7K shares-6.29%2025-12-312026-01-07

MERCK & CO INC MERCK & CO INC4.7K shares-0.21%2025-12-312026-01-07

ESGU ISHARES TR3.3K shares-24.19%2025-12-312026-01-07

VZ VERIZON COMMUNICATIONS INC12.0K shares9.65%2025-12-312026-01-07

PM PHILIP MORRIS INTL INC3.0K shares-2.01%2025-12-312026-01-07

GS GOLDMAN SACHS GROUP INC545 shares15.71%2025-12-312026-01-07

Sponsored

CMI CUMMINS INC919 shares1.66%2025-12-312026-01-07

DFUV DIMENSIONAL ETF TRUST10.0K shares7.32%2025-12-312026-01-07

SPGP INVESCO EXCHANGE TRADED FD T4.1K shares-7.48%2025-12-312026-01-07

H HYATT HOTELS CORP2.8K shares4.58%2025-12-312026-01-07

SPYD SPDR SERIES TRUST10.3K shares-0.53%2025-12-312026-01-07

SCHD SCHWAB STRATEGIC TR16.0K shares-0.98%2025-12-312026-01-07

NOBL PROSHARES TR4.2K shares-2.03%2025-12-312026-01-07

INTC INTEL CORP11.8K shares-8.31%2025-12-312026-01-07

Sponsored

DGRO ISHARES TR6.3K sharesnew addition2025-12-312026-01-07

DTE DTE ENERGY CO3.4K shares-0.21%2025-12-312026-01-07

DFE WISDOMTREE TR6.0K shares-0.92%2025-12-312026-01-07

F FORD MTR CO32.8K shares-3.81%2025-12-312026-01-07

CVX CHEVRON CORP NEW2.8K shares1.07%2025-12-312026-01-07

HUBBELL INC HUBBELL INC956 shares-4.40%2025-12-312026-01-07

KKR & CO INC KKR & CO INC3.3K shares4.14%2025-12-312026-01-07

CBU COMMUNITY FINANCIAL SYSTEM I7.3K shares-0.04%2025-12-312026-01-07

Sponsored

ARKK ARK ETF TR5.3K shares-8.79%2025-12-312026-01-07

BALT INNOVATOR ETFS TRUST12.1K sharesnew addition2025-12-312026-01-07

IXUS ISHARES TR4.8K shares6.80%2025-12-312026-01-07

DSI ISHARES TR3.1K shares-3.32%2025-12-312026-01-07

PEY INVESCO EXCHANGE TRADED FD T19.7K shares-0.73%2025-12-312026-01-07

PLTM GRANITESHARES PLATINUM TR20.3K shares25.32%2025-12-312026-01-07

CON CONCENTRA GROUP HOLDINGS PAR20.3K shares0.00%2025-12-312026-01-07

MINT PIMCO ETF TR4.0K sharesnew addition2025-12-312026-01-07

Sponsored

VNQ VANGUARD INDEX FDS4.5K shares-15.58%2025-12-312026-01-07

CITIGROUP INC CITIGROUP INC3.4K shares35.28%2025-12-312026-01-07

GM GENERAL MTRS CO4.8K shares-0.06%2025-12-312026-01-07

IGLB ISHARES TR7.6K shares-3.63%2025-12-312026-01-07

TQQQ PROSHARES TR7.3K shares101.39%2025-12-312026-01-07

TXN TEXAS INSTRS INC2.2K shares-0.68%2025-12-312026-01-07

CWT CALIFORNIA WTR SVC GROUP8.8K shares-0.59%2025-12-312026-01-07

O REALTY INCOME CORP6.7K shares21.28%2025-12-312026-01-07

Sponsored

SEM SELECT MED HLDGS CORP25.2K shares0.00%2025-12-312026-01-07

WDC WESTERN DIGITAL CORP2.2K shares13.16%2025-12-312026-01-07

GHYB GOLDMAN SACHS ETF TR8.2K shares-5.67%2025-12-312026-01-07

XLY SELECT SECTOR SPDR TR3.1K sharesnew addition2025-12-312026-01-07

OHI OMEGA HEALTHCARE INVS INC8.3K shares-7.55%2025-12-312026-01-07

AMAT APPLIED MATLS INC1.4K shares5.93%2025-12-312026-01-07

HSAI HESAI GROUP16.1K shares-31.92%2025-12-312026-01-07

PFE PFIZER INC14.5K shares-1.31%2025-12-312026-01-07

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IDCC INTERDIGITAL INC1.1K shares20.36%2025-12-312026-01-07

SRLN SSGA ACTIVE ETF TR8.7K shares0.00%2025-12-312026-01-07

FNDX SCHWAB STRATEGIC TR13.0K shares-0.72%2025-12-312026-01-07

MOAT VANECK ETF TRUST3.4K shares-0.24%2025-12-312026-01-07

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.0K shares14.51%2025-12-312026-01-07

LCTU BLACKROCK ETF TRUST4.7K shares0.00%2025-12-312026-01-07

FDLO FIDELITY COVINGTON TRUST5.1K shares0.34%2025-12-312026-01-07

HON HONEYWELL INTL INC1.7K shares2.37%2025-12-312026-01-07

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SHY ISHARES TR4.1K shares1.17%2025-12-312026-01-07

SPMD SPDR SERIES TRUST5.8K shares-1.79%2025-12-312026-01-07

OTIS OTIS WORLDWIDE CORP3.8K shares-0.78%2025-12-312026-01-07

IONQ IONQ INC7.4K shares-8.22%2025-12-312026-01-07

CL COLGATE PALMOLIVE CO4.1K shares-1.23%2025-12-312026-01-07

FDVV FIDELITY COVINGTON TRUST5.7K sharesnew addition2025-12-312026-01-07

XLV SELECT SECTOR SPDR TR2.1K shares20.06%2025-12-312026-01-07

MDLZ MONDELEZ INTL INC6.0K shares12.65%2025-12-312026-01-07

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MUB ISHARES TR3.0K shares45.06%2025-12-312026-01-07

PTLC PACER FDS TR5.8K shares-0.16%2025-12-312026-01-07

UBER UBER TECHNOLOGIES INC3.9K shares25.78%2025-12-312026-01-07

IEF ISHARES TR3.3K shares1.13%2025-12-312026-01-07

VGM INVESCO TR INVT GRADE MUNS30.7K shares1.23%2025-12-312026-01-07

OKLO OKLO INC4.4K shares-33.16%2025-12-312026-01-07

MO ALTRIA GROUP INC5.5K shares24.73%2025-12-312026-01-07

MKC MCCORMICK & CO INC4.6K shares-0.45%2025-12-312026-01-07

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LAM RESEARCH CORP LAM RESEARCH CORP1.8K sharesnew addition2025-12-312026-01-07

NSC NORFOLK SOUTHN CORP1.1K shares2.39%2025-12-312026-01-07

BA BOEING CO1.4K sharesnew addition2025-12-312026-01-07

FSK FS KKR CAP CORP20.8K shares1.53%2025-12-312026-01-07

VLO VALERO ENERGY CORP1.9K shares-35.48%2025-12-312026-01-07

EATON CORP PLC EATON CORP PLC962 shares-7.77%2025-12-312026-01-07

HRL HORMEL FOODS CORP12.9K shares-18.56%2025-12-312026-01-07

IFRA ISHARES TR5.6K shares-3.77%2025-12-312026-01-07

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SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.1K shares3.20%2025-12-312026-01-07

KR KROGER CO4.6K shares0.33%2025-12-312026-01-07

SUB ISHARES TR2.7K shares7.84%2025-12-312026-01-07

NOW SERVICENOW INC1.9K shares427.25%2025-12-312026-01-07

STIP ISHARES TR2.8K shares0.00%2025-12-312026-01-07

TRV TRAVELERS COMPANIES INC986 shares1.86%2025-12-312026-01-07

RNG RINGCENTRAL INC9.8K shares-2.04%2025-12-312026-01-07

NOC NORTHROP GRUMMAN CORP490 sharesnew addition2025-12-312026-01-07

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WFC WELLS FARGO CO NEW3.0K shares10.77%2025-12-312026-01-07

IDXX IDEXX LABS INC408 shares2.26%2025-12-312026-01-07

PJAN INNOVATOR ETFS TRUST5.7K shares0.00%2025-12-312026-01-07

IRM IRON MTN INC DEL3.2K shares-0.59%2025-12-312026-01-07

RGTI RIGETTI COMPUTING INC11.8K shares-15.40%2025-12-312026-01-07

ET ENERGY TRANSFER L P15.8K shares12.30%2025-12-312026-01-07

HYG ISHARES TR3.2K shares-2.37%2025-12-312026-01-07

PSA PUBLIC STORAGE OPER CO984 shares-8.72%2025-12-312026-01-07

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XLC SELECT SECTOR SPDR TR2.2K shares-0.32%2025-12-312026-01-07

ICVT ISHARES TR2.6K sharesnew addition2025-12-312026-01-07

XLG INVESCO EXCHANGE TRADED FD T4.2K sharesnew addition2025-12-312026-01-07

COF CAPITAL ONE FINL CORP1.0K shares6.97%2025-12-312026-01-07

IWR ISHARES TR2.6K sharesnew addition2025-12-312026-01-07

DNP DNP SELECT INCOME FD INC24.5K shares-7.44%2025-12-312026-01-07

TSM TAIWAN SEMICONDUCTOR MFG LTD793 shares4.48%2025-12-312026-01-07

WMB WILLIAMS COS INC4.0K shares0.88%2025-12-312026-01-07

Sponsored

GBTC GRAYSCALE BITCOIN TRUST ETF3.5K shares0.00%2025-12-312026-01-07

YINN DIREXION SHS ETF TR5.6K shares-9.86%2025-12-312026-01-07

PCT PURECYCLE TECHNOLOGIES INC27.5K shares20.35%2025-12-312026-01-07

EMR EMERSON ELEC CO1.8K shares2.48%2025-12-312026-01-07

QBTS D-WAVE QUANTUM INC9.0K shares-16.26%2025-12-312026-01-07

USXF ISHARES TR4.1K shares0.37%2025-12-312026-01-07

JXN JACKSON FINANCIAL INC2.2K sharesnew addition2025-12-312026-01-07

THG HANOVER INS GROUP INC1.3K shares0.00%2025-12-312026-01-07

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RSPT INVESCO EXCHANGE TRADED FD T5.0K shares0.00%2025-12-312026-01-07

PPLT ABRDN PLATINUM ETF TRUST1.2K sharesnew addition2025-12-312026-01-07

HWM HOWMET AEROSPACE INC1.1K shares7.23%2025-12-312026-01-07

KBE SPDR SERIES TRUST3.7K shares0.03%2025-12-312026-01-07

ROCKET LAB CORP ROCKET LAB CORP3.2K sharesnew addition2025-12-312026-01-07

MPC MARATHON PETE CORP1.4K shares1.86%2025-12-312026-01-07

MMU WESTERN ASSET MANAGED MUNS F21.3K shares22.95%2025-12-312026-01-07

BITMINE IMMERSION TECNOLOGIE BITMINE IMMERSION TECNOLOGIE8.2K sharesnew addition2025-12-312026-01-07

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IDEV ISHARES TR2.7K sharesnew addition2025-12-312026-01-07

NJR NEW JERSEY RES CORP4.8K shares0.00%2025-12-312026-01-07

GOLF ACUSHNET HLDGS CORP2.8K shares-0.72%2025-12-312026-01-07

RJF RAYMOND JAMES FINL INC1.3K shares-1.11%2025-12-312026-01-07

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II6.2K shares0.00%2025-12-312026-01-07

WM WASTE MGMT INC DEL953 shares2.69%2025-12-312026-01-07

XLF SELECT SECTOR SPDR TR3.8K shares-40.22%2025-12-312026-01-07

CARR CARRIER GLOBAL CORPORATION3.9K shares-0.35%2025-12-312026-01-07

Sponsored

ASTS AST SPACEMOBILE INC2.9K sharesnew addition2025-12-312026-01-07

WPC WP CAREY INC3.2K shares-19.20%2025-12-312026-01-07

OKE ONEOK INC NEW2.8K sharesnew addition2025-12-312026-01-07

CELESTICA INC CELESTICA INC697 sharesnew addition2025-12-312026-01-07

COP CONOCOPHILLIPS2.2K shares-2.18%2025-12-312026-01-07

PSX PHILLIPS 661.6K shares-4.38%2025-12-312026-01-07

APH AMPHENOL CORP NEW1.5K sharesnew addition2025-12-312026-01-07

KRE SPDR SERIES TRUST3.1K sharesnew addition2025-12-312026-01-07

Sponsored

SBUX STARBUCKS CORP2.4K sharesnew addition2025-12-312026-01-07

BE BLOOM ENERGY CORP2.3K shares-27.15%2025-12-312026-01-07

TLT ISHARES TR2.3K shares1.09%2025-12-312026-01-07

RL RALPH LAUREN CORP569 sharesnew addition2025-12-312026-01-07

CEG CONSTELLATION ENERGY CORP569 sharesnew addition2025-12-312026-01-07

APP APPLOVIN CORP297 sharesnew addition2025-12-312026-01-07

NEA NUVEEN AMT FREE QLTY MUN INC16.5K shares1.91%2025-12-312026-01-07

MEGI NYLI CBRE GBL INFR MEGTRNDS13.8K shares-5.36%2025-12-312026-01-07

Sponsored

QS QUANTUMSCAPE CORP18.2K shares-28.62%2025-12-312026-01-07

PUTNAM ETF TRUST PUTNAM ETF TRUST25.4K sharesnew addition2025-12-312026-01-07

MFIC MIDCAP FINANCIAL INVSTMNT CO11.1K shares-0.89%2025-12-312026-01-07

PBR PETROLEO BRASILEIRO SA PETRO10.6K shares0.00%2025-12-312026-01-07

NXDT NEXPOINT DIVERSIFIED REL ET23.4K shares27.18%2025-12-312026-01-07

IAUX I-80 GOLD CORP31.2K shares0.00%2025-12-312026-01-07

OVID OVID THERAPEUTICS INC10.0K shares0.00%2025-12-312026-01-07

OPTT OCEAN PWR TECHNOLOGIES INC17.0K shares0.00%2025-12-312026-01-07

Sponsored

SAFX XCF GLOBAL INC10.5K sharesnew addition2025-12-312026-01-07

Call Option Holdings

SPDR S&P 500 ETF TR Call CallSPDR S&P 500 ETF TR22.2K sharesnew addition2025-12-312026-01-07

AMERICAN AIRLS GROUP INC Call CallAMERICAN AIRLS GROUP INC12.0K sharesnew addition2025-12-312026-01-07

Put Option Holdings

ALPHABET INC Put PutALPHABET INC89.4K sharesnew addition2025-12-312026-01-07

ALPHABET INC Put PutALPHABET INC20.2K sharesnew addition2025-12-312026-01-07