The Analysis of Spire Wealth Management's Holdings
Currently, Spire Wealth Management holds 2357 types of securities in its portfolio with a total value $2.9B. In the most recent quarter, they have increased their positions in IVV (+36.1K shares, valued at $24.1M), JBND (+297.2K shares, valued at $16.1M), EVTR (+217.2K shares, valued at $11.2M); decreased their positions in IUSB (-1.4M shares, valued at $66.4M), JPST (-258.0K shares, valued at $13.1M), QQQ (-16.4K shares, valued at $9.9M); initiated new positions in MAGS (+120.7K shares, valued at $7.8M), BWXT (+28.1K shares, valued at $5.2M), PBSE (+110.8K shares, valued at $3.2M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR244.1K shares17.33%2025-09-302025-10-23
NVDA NVIDIA CORPORATION610.6K shares2.67%2025-09-302025-10-23 AAPL APPLE INC383.9K shares-1.04%2025-09-302025-10-23 JPST J P MORGAN EXCHANGE TRADED F1.4M shares-15.26%2025-09-302025-10-23 MSFT MICROSOFT CORP136.2K shares2.84%2025-09-302025-10-23 AMZN AMAZON COM INC318.8K shares3.50%2025-09-302025-10-23 VGT VANGUARD WORLD FD86.1K shares-5.07%2025-09-302025-10-23 GOOGL ALPHABET INC199.5K shares5.02%2025-09-302025-10-23 META META PLATFORMS INC57.4K shares1.40%2025-09-302025-10-23 SPY SPDR S P 500 ETF TR63.0K shares-2.54%2025-09-302025-10-23 AVGO BROADCOM INC100.7K shares47.61%2025-09-302025-10-23 XLF SELECT SECTOR SPDR TR563.5K shares-15.73%2025-09-302025-10-23 AGG ISHARES TR290.8K shares-1.33%2025-09-302025-10-23 IEFA ISHARES TR297.4K shares0.68%2025-09-302025-10-23 COST COSTCO WHSL CORP NEW27.9K shares6.09%2025-09-302025-10-23 IVE ISHARES TR120.9K shares-5.56%2025-09-302025-10-23 VOO VANGUARD INDEX FDS39.9K shares13.32%2025-09-302025-10-23 IVW ISHARES TR200.6K shares-0.50%2025-09-302025-10-23 XLK SELECT SECTOR SPDR TR84.8K shares36.50%2025-09-302025-10-23 IUSG ISHARES TR144.9K shares-6.33%2025-09-302025-10-23 IWF ISHARES TR50.6K shares-0.79%2025-09-302025-10-23 FBND FIDELITY MERRIMACK STR TR506.5K shares-1.13%2025-09-302025-10-23 JPM JPMORGAN CHASE CO73.0K shares9.81%2025-09-302025-10-23 HTRB HARTFORD FDS EXCHANGE TRADED663.9K shares-1.22%2025-09-302025-10-23 GOOG ALPHABET INC93.3K shares5.40%2025-09-302025-10-23 VTV VANGUARD INDEX FDS117.4K shares-1.70%2025-09-302025-10-23 IUSB ISHARES TR467.3K shares-75.26%2025-09-302025-10-23 XLC SELECT SECTOR SPDR TR177.4K shares-13.50%2025-09-302025-10-23 LLY ELI LILLY CO27.1K shares-0.51%2025-09-302025-10-23 NFLX NETFLIX INC16.5K shares2.97%2025-09-302025-10-23 JCPB J P MORGAN EXCHANGE TRADED F415.4K shares-1.03%2025-09-302025-10-23 SSO PROSHARES TR171.2K shares5.31%2025-09-302025-10-23 QQQ INVESCO QQQ TR31.7K shares-34.17%2025-09-302025-10-23 MA MASTERCARD INCORPORATED33.2K shares7.25%2025-09-302025-10-23 EVTR MORGAN STANLEY ETF TRUST366.3K shares145.60%2025-09-302025-10-23 DFUS DIMENSIONAL ETF TRUST246.4K shares-0.97%2025-09-302025-10-23 XLI SELECT SECTOR SPDR TR112.3K shares-20.39%2025-09-302025-10-23 VCR VANGUARD WORLD FD43.3K shares-17.86%2025-09-302025-10-23 IEMG ISHARES INC255.6K shares-5.21%2025-09-302025-10-23 JBND J P MORGAN EXCHANGE TRADED F297.2K shares900615.15%2025-09-302025-10-23 UBER UBER TECHNOLOGIES INC153.6K shares1.27%2025-09-302025-10-23 WMT WALMART INC143.8K shares2.53%2025-09-302025-10-23 PLTR PALANTIR TECHNOLOGIES INC80.2K shares0.64%2025-09-302025-10-23 ACWX ISHARES TR224.2K shares-4.03%2025-09-302025-10-23 CRWD CROWDSTRIKE HLDGS INC29.2K shares19.89%2025-09-302025-10-23 DFUV DIMENSIONAL ETF TRUST315.0K shares-1.00%2025-09-302025-10-23 BRK.B BERKSHIRE HATHAWAY INC DEL27.4K shares-8.64%2025-09-302025-10-23 V VISA INC40.2K shares-1.22%2025-09-302025-10-23 XLV SELECT SECTOR SPDR TR92.5K shares-37.57%2025-09-302025-10-23 EFA ISHARES TR137.5K shares-2.09%2025-09-302025-10-23 ANET ARISTA NETWORKS INC84.7K shares48.50%2025-09-302025-10-23 EMB ISHARES TR125.2K shares-2.01%2025-09-302025-10-23 HD HOME DEPOT INC28.8K shares-0.68%2025-09-302025-10-23 GLD SPDR GOLD TR32.8K shares13.35%2025-09-302025-10-23 SHOP SHOPIFY INC78.0K shares11.20%2025-09-302025-10-23 FBTC FIDELITY WISE ORIGIN BITCOIN113.4K shares120.12%2025-09-302025-10-23 KLAC KLA CORP10.5K shares-22.22%2025-09-302025-10-23 MCK MCKESSON CORP14.1K shares19.68%2025-09-302025-10-23 PWR QUANTA SVCS INC25.7K shares4855.68%2025-09-302025-10-23 HOOD ROBINHOOD MKTS INC74.4K shares248.67%2025-09-302025-10-23 MAR MARRIOTT INTL INC NEW40.0K shares1.67%2025-09-302025-10-23 PANW PALO ALTO NETWORKS INC49.9K shares2.46%2025-09-302025-10-23 IYW ISHARES TR51.0K shares-3.80%2025-09-302025-10-23 IEF ISHARES TR103.5K shares-0.52%2025-09-302025-10-23 DFAT DIMENSIONAL ETF TRUST170.8K shares-0.75%2025-09-302025-10-23 GS GOLDMAN SACHS GROUP INC12.5K shares142.06%2025-09-302025-10-23 QUAL ISHARES TR50.7K shares-2.43%2025-09-302025-10-23 VWO VANGUARD INTL EQUITY INDEX F176.1K shares211.70%2025-09-302025-10-23 ORLY OREILLY AUTOMOTIVE INC86.0K shares21.42%2025-09-302025-10-23 ORCL ORACLE CORP32.4K shares264.53%2025-09-302025-10-23 IJH ISHARES TR138.7K shares-9.27%2025-09-302025-10-23 DFAS DIMENSIONAL ETF TRUST132.1K shares-0.80%2025-09-302025-10-23 GEV GE VERNOVA INC14.7K shares224.81%2025-09-302025-10-23 VUG VANGUARD INDEX FDS18.2K shares-3.70%2025-09-302025-10-23 VOT VANGUARD INDEX FDS28.6K shares807.61%2025-09-302025-10-23 TSLA TESLA INC18.9K shares-13.08%2025-09-302025-10-23 EFV ISHARES TR123.1K shares0.57%2025-09-302025-10-23 ADBE ADOBE INC23.6K shares85.69%2025-09-302025-10-23 TIP ISHARES TR72.0K shares-1.37%2025-09-302025-10-23 IAU ISHARES GOLD TR108.6K shares13.59%2025-09-302025-10-23 MAGS LISTED FD TR120.7K sharesnew addition2025-09-302025-10-23 XLU SELECT SECTOR SPDR TR87.7K shares0.91%2025-09-302025-10-23 IWB ISHARES TR20.8K shares-0.71%2025-09-302025-10-23 SECT NORTHERN LTS FD TR IV115.2K shares-9.89%2025-09-302025-10-23 XLP SELECT SECTOR SPDR TR89.7K shares-29.67%2025-09-302025-10-23 PM PHILIP MORRIS INTL INC43.3K shares235.88%2025-09-302025-10-23 SPXL DIREXION SHS ETF TR32.6K shares-16.48%2025-09-302025-10-23 APH AMPHENOL CORP NEW55.8K shares34.79%2025-09-302025-10-23 VTI VANGUARD INDEX FDS20.9K shares-1.00%2025-09-302025-10-23 APUE TRUST FOR PROFESSIONAL MANAG167.3K shares21.50%2025-09-302025-10-23 MELI MERCADOLIBRE INC2.9K shares18.85%2025-09-302025-10-23 SCHW SCHWAB CHARLES CORP67.2K shares15.22%2025-09-302025-10-23 AXON AXON ENTERPRISE INC8.9K shares-0.51%2025-09-302025-10-23 IBIT ISHARES BITCOIN TRUST ETF98.2K shares664.60%2025-09-302025-10-23 ONEQ FIDELITY COMWLTH TR71.6K shares3.33%2025-09-302025-10-23 SPYV SPDR SER TR113.6K shares-4.89%2025-09-302025-10-23 TEL TE CONNECTIVITY PLC28.6K shares3258.05%2025-09-302025-10-23 VEEV VEEVA SYS INC21.0K shares7006.44%2025-09-302025-10-23 RDVY FIRST TR EXCHANGE TRADED FD91.7K shares4.70%2025-09-302025-10-23 CDNS CADENCE DESIGN SYSTEM INC17.5K shares16.69%2025-09-302025-10-23 APP APPLOVIN CORP8.6K shares36.48%2025-09-302025-10-23 CAT CATERPILLAR INC12.9K shares20.11%2025-09-302025-10-23 UNH UNITEDHEALTH GROUP INC17.4K shares4.86%2025-09-302025-10-23 JEPI J P MORGAN EXCHANGE TRADED F105.0K shares-33.40%2025-09-302025-10-23 IJR ISHARES TR47.3K shares-4.35%2025-09-302025-10-23 XHB SPDR SER TR49.7K shares489.06%2025-09-302025-10-23 SMH VANECK ETF TRUST16.8K shares12.64%2025-09-302025-10-23 APCB TRUST FOR PROFESSIONAL MANAG181.8K shares-17.62%2025-09-302025-10-23 CEG CONSTELLATION ENERGY CORP16.4K shares133.39%2025-09-302025-10-23 IUSV ISHARES TR52.7K shares-1.76%2025-09-302025-10-23 FSLR FIRST SOLAR INC23.7K shares6795.35%2025-09-302025-10-23 VXUS VANGUARD STAR FDS71.2K shares20.34%2025-09-302025-10-23 BWXT BWX TECHNOLOGIES INC28.1K sharesnew addition2025-09-302025-10-23 LIN LINDE PLC10.8K shares13.03%2025-09-302025-10-23 ACN ACCENTURE PLC IRELAND20.6K shares5125.32%2025-09-302025-10-23 SCHD SCHWAB STRATEGIC TR185.8K shares-2.55%2025-09-302025-10-23 BKLN INVESCO EXCH TRADED FD TR II242.2K shares2.88%2025-09-302025-10-23 VOE VANGUARD INDEX FDS29.0K shares-1.25%2025-09-302025-10-23 BIV VANGUARD BD INDEX FDS64.5K shares2.30%2025-09-302025-10-23 VTIP VANGUARD MALVERN FDS99.4K shares-0.47%2025-09-302025-10-23 SPOT SPOTIFY TECHNOLOGY S A7.1K shares16.53%2025-09-302025-10-23 BX BLACKSTONE INC28.8K shares1.24%2025-09-302025-10-23 IWM ISHARES TR20.2K shares0.83%2025-09-302025-10-23 RKT ROCKET COS INC250.3K shares52050.00%2025-09-302025-10-23 DIVO AMPLIFY ETF TR108.8K shares141.02%2025-09-302025-10-23 NET CLOUDFLARE INC20.8K shares1758.48%2025-09-302025-10-23 VIG VANGUARD SPECIALIZED FUNDS20.6K shares7.03%2025-09-302025-10-23 TT TRANE TECHNOLOGIES PLC10.4K shares14.42%2025-09-302025-10-23 IWD ISHARES TR21.5K shares0.69%2025-09-302025-10-23 XOM EXXON MOBIL CORP38.9K shares-52.73%2025-09-302025-10-23 DFIV DIMENSIONAL ETF TRUST94.6K shares-2.29%2025-09-302025-10-23 CVX CHEVRON CORP NEW27.5K shares49.01%2025-09-302025-10-23 DYNF BLACKROCK ETF TRUST68.9K shares10.62%2025-09-302025-10-23 AMD ADVANCED MICRO DEVICES INC25.1K shares54.06%2025-09-302025-10-23 FTSM FIRST TR EXCHANGE TRADED FD66.2K shares-9.46%2025-09-302025-10-23 AMAT APPLIED MATLS INC18.7K shares-45.03%2025-09-302025-10-23 TSM TAIWAN SEMICONDUCTOR MFG LTD13.5K shares9.77%2025-09-302025-10-23 CGDV CAPITAL GROUP DIVIDEND VALUE88.4K shares8.44%2025-09-302025-10-23 AIRR FIRST TR EXCHANGE TRADED FD38.3K shares9.18%2025-09-302025-10-23 HCA HCA HEALTHCARE INC8.6K shares20.15%2025-09-302025-10-23 ISRG INTUITIVE SURGICAL INC8.0K shares-63.31%2025-09-302025-10-23 MSTR MICROSTRATEGY INC11.0K shares-6.50%2025-09-302025-10-23 DFGR DIMENSIONAL ETF TRUST129.8K shares0.47%2025-09-302025-10-23 IWR ISHARES TR36.6K shares-3.68%2025-09-302025-10-23 SHV ISHARES TR31.9K shares-24.85%2025-09-302025-10-23 XLE SELECT SECTOR SPDR TR39.3K shares-40.54%2025-09-302025-10-23 DFIS DIMENSIONAL ETF TRUST109.6K shares0.00%2025-09-302025-10-23 IBM INTERNATIONAL BUSINESS MACHS12.2K shares1.13%2025-09-302025-10-23 IXUS ISHARES TR41.4K shares1.67%2025-09-302025-10-23 LRCX LAM RESEARCH CORP25.3K shares19.20%2025-09-302025-10-23 EEM ISHARES TR63.0K shares29.09%2025-09-302025-10-23 ETN EATON CORP PLC9.0K shares2.12%2025-09-302025-10-23 DISV DIMENSIONAL ETF TRUST94.2K shares0.45%2025-09-302025-10-23 LSAT TWO RDS SHARED TR80.8K shares-8.76%2025-09-302025-10-23 USEP INNOVATOR ETFS TRUST85.3K shares274.25%2025-09-302025-10-23 CEF SPROTT PHYSICAL GOLD SILVE89.6K shares0.79%2025-09-302025-10-23 VST VISTRA CORP16.8K shares-4.03%2025-09-302025-10-23 HEFA ISHARES TR82.9K shares-6.87%2025-09-302025-10-23 SDVY FIRST TR EXCHANGE TRADED FD84.7K shares2.92%2025-09-302025-10-23 SEPW AIM ETF PRODUCTS TRUST102.3K shares305.71%2025-09-302025-10-23 PBSE PGIM ROCK ETF TR110.8K sharesnew addition2025-09-302025-10-23 ITA ISHARES TR15.3K shares-16.78%2025-09-302025-10-23 LOW LOWES COS INC12.7K shares16.57%2025-09-302025-10-23 VXF VANGUARD INDEX FDS15.2K shares0.96%2025-09-302025-10-23 PG PROCTER AND GAMBLE CO20.6K shares-54.15%2025-09-302025-10-23 PWB INVESCO EXCHANGE TRADED FD T25.3K shares4.36%2025-09-302025-10-23 OHI OMEGA HEALTHCARE INVS INC74.4K shares-0.61%2025-09-302025-10-23 TJX TJX COS INC NEW20.9K shares7.58%2025-09-302025-10-23 BRK.A BERKSHIRE HATHAWAY INC DEL4 shares0.00%2025-09-302025-10-23 CGGR CAPITAL GROUP GROWTH ETF68.6K shares-0.79%2025-09-302025-10-23 XLRE SELECT SECTOR SPDR TR71.4K shares39.08%2025-09-302025-10-23 VEU VANGUARD INTL EQUITY INDEX F42.0K shares3.64%2025-09-302025-10-23 JEPQ J P MORGAN EXCHANGE TRADED F52.0K shares-20.46%2025-09-302025-10-23 EVT EATON VANCE TAX ADVT DIV INC121.8K shares7.58%2025-09-302025-10-23 APIE TRUST FOR PROFESSIONAL MANAG81.9K shares5.26%2025-09-302025-10-23 INTU INTUIT4.2K shares-55.74%2025-09-302025-10-23 SUB ISHARES TR26.9K shares-2.80%2025-09-302025-10-23 GE GE AEROSPACE9.5K shares15.14%2025-09-302025-10-23 SHY ISHARES TR34.2K shares-41.08%2025-09-302025-10-23 CSCO CISCO SYS INC41.4K shares7.95%2025-09-302025-10-23 VBR VANGUARD INDEX FDS13.5K shares-3.17%2025-09-302025-10-23 PJUL INNOVATOR ETFS TRUST61.9K shares4.83%2025-09-302025-10-23 NEE NEXTERA ENERGY INC36.2K shares-63.39%2025-09-302025-10-23 QQEW FIRST TR NAS100 EQ WEIGHTED19.3K shares1.28%2025-09-302025-10-23 MGK VANGUARD WORLD FD6.8K shares6.29%2025-09-302025-10-23 JNJ JOHNSON JOHNSON14.6K shares-7.55%2025-09-302025-10-23 PVAL PUTNAM ETF TRUST61.4K shares3.89%2025-09-302025-10-23 SCHR SCHWAB STRATEGIC TR104.1K shares-2.29%2025-09-302025-10-23 ABBV ABBVIE INC11.1K shares-5.44%2025-09-302025-10-23 LMT LOCKHEED MARTIN CORP5.2K shares-1.38%2025-09-302025-10-23 IJK ISHARES TR26.7K shares-1.75%2025-09-302025-10-23 FTCB FIRST TR EXCHANGE TRADED FD120.0K shares13.61%2025-09-302025-10-23 MU MICRON TECHNOLOGY INC15.1K shares201.48%2025-09-302025-10-23 SOXX ISHARES TR9.2K shares-7.72%2025-09-302025-10-23 TRV TRAVELERS COMPANIES INC8.9K shares31.27%2025-09-302025-10-23 SCHG SCHWAB STRATEGIC TR77.7K shares22.74%2025-09-302025-10-23 BAC BANK AMERICA CORP47.9K shares-6.85%2025-09-302025-10-23 DFAI DIMENSIONAL ETF TRUST65.5K shares110.97%2025-09-302025-10-23 IBMP ISHARES TR92.6K shares-1.83%2025-09-302025-10-23 IYF ISHARES TR18.5K shares6.20%2025-09-302025-10-23 ALL ALLSTATE CORP10.9K shares33.75%2025-09-302025-10-23 VTEB VANGUARD MUN BD FDS46.6K shares-1.54%2025-09-302025-10-23 UAUG INNOVATOR ETFS TRUST58.5K shares562.91%2025-09-302025-10-23 UAPR INNOVATOR ETFS TRUST71.6K shares-43.11%2025-09-302025-10-23 PBAU PGIM ROCK ETF TR77.5K sharesnew addition2025-09-302025-10-23 AUGW AIM ETF PRODUCTS TRUST71.3K shares783.77%2025-09-302025-10-23 DFEB FIRST TR EXCHNG TRADED FD VI48.8K shares-16.73%2025-09-302025-10-23 PGR PROGRESSIVE CORP9.2K shares17.29%2025-09-302025-10-23 BSX BOSTON SCIENTIFIC CORP23.1K shares20.60%2025-09-302025-10-23 UJUN INNOVATOR ETFS TRUST61.3K shares-1.15%2025-09-302025-10-23 PMAR INNOVATOR ETFS TRUST51.2K shares-1.55%2025-09-302025-10-23 DIA SPDR DOW JONES INDL AVERAGE4.8K shares5.83%2025-09-302025-10-23 MCD MCDONALDS CORP7.3K shares4.60%2025-09-302025-10-23 MINT PIMCO ETF TR21.9K shares80.63%2025-09-302025-10-23 GBTC GRAYSCALE BITCOIN TRUST ETF24.5K shares5.25%2025-09-302025-10-23 PWV INVESCO EXCHANGE TRADED FD T33.5K shares0.25%2025-09-302025-10-23 JQUA J P MORGAN EXCHANGE TRADED F34.6K shares6.29%2025-09-302025-10-23 VCSH VANGUARD SCOTTSDALE FDS27.1K shares4.97%2025-09-302025-10-23 TLT ISHARES TR24.1K shares-71.32%2025-09-302025-10-23 IWY ISHARES TR7.9K shares3.55%2025-09-302025-10-23 RSG REPUBLIC SVCS INC9.4K shares14.83%2025-09-302025-10-23 BA BOEING CO9.9K shares9.47%2025-09-302025-10-23 XLY SELECT SECTOR SPDR TR8.9K shares-38.00%2025-09-302025-10-23 HYLS FIRST TR EXCHANGE TRADED FD50.5K shares5.76%2025-09-302025-10-23 OEF ISHARES TR6.4K shares8.86%2025-09-302025-10-23 UMAR INNOVATOR ETFS TRUST53.9K shares-17.25%2025-09-302025-10-23 RSP INVESCO EXCHANGE TRADED FD T11.1K shares1.71%2025-09-302025-10-23 BJUL INNOVATOR ETFS TRUST42.0K shares29.62%2025-09-302025-10-23 BXSL BLACKSTONE SECD LENDING FD79.9K shares5349.76%2025-09-302025-10-23 SOFI SOFI TECHNOLOGIES INC78.7K shares12.13%2025-09-302025-10-23 SDY SPDR SER TR14.6K shares0.03%2025-09-302025-10-23 BKNG BOOKING HOLDINGS INC373 shares21.50%2025-09-302025-10-23 SBUX STARBUCKS CORP23.8K shares-13.13%2025-09-302025-10-23 MARW AIM ETF PRODUCTS TRUST59.8K shares-17.47%2025-09-302025-10-23 AXP AMERICAN EXPRESS CO6.0K shares-1.57%2025-09-302025-10-23 INFL LISTED FD TR44.6K shares-0.81%2025-09-302025-10-23 VLO VALERO ENERGY CORP11.7K shares1026.57%2025-09-302025-10-23 USMV ISHARES TR20.6K shares-62.87%2025-09-302025-10-23 SPMO INVESCO EXCH TRADED FD TR II16.1K shares64.95%2025-09-302025-10-23 ASML ASML HOLDING N V2.0K shares10.27%2025-09-302025-10-23 RMD RESMED INC7.0K shares16.46%2025-09-302025-10-23 CAH CARDINAL HEALTH INC12.3K shares15.37%2025-09-302025-10-23 GD GENERAL DYNAMICS CORP5.6K 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shares-3.14%2025-09-302025-10-23 ZTS ZOETIS INC5.0K shares-11.35%2025-09-302025-10-23 FI FISERV INC5.7K shares-75.19%2025-09-302025-10-23 FTSL FIRST TR EXCHANGE TRADED FD16.0K shares11.72%2025-09-302025-10-23 HACK AMPLIFY ETF TR8.4K shares51.77%2025-09-302025-10-23 PAUG INNOVATOR ETFS TRUST17.0K shares-11.01%2025-09-302025-10-23 XMMO INVESCO EXCHANGE TRADED FD T5.3K shares5.54%2025-09-302025-10-23 RWX SPDR INDEX SHS FDS25.7K shares0.00%2025-09-302025-10-23 DSEP FIRST TR EXCHNG TRADED FD VI16.1K shares-0.52%2025-09-302025-10-23 XAR SPDR SER TR3.0K shares3.45%2025-09-302025-10-23 OCTW AIM ETF PRODUCTS TRUST18.4K shares0.00%2025-09-302025-10-23 VOX VANGUARD WORLD FD3.7K shares-24.73%2025-09-302025-10-23 BFEB INNOVATOR ETFS TRUST14.7K shares-0.81%2025-09-302025-10-23 IJS ISHARES TR6.2K shares-14.20%2025-09-302025-10-23 BSEP INNOVATOR ETFS TRUST14.2K shares123.36%2025-09-302025-10-23 CSGP COSTAR GROUP INC8.1K shares1383.88%2025-09-302025-10-23 DFLV DIMENSIONAL ETF TRUST20.5K shares18.20%2025-09-302025-10-23 TMFC RBB FD INC9.5K shares0.19%2025-09-302025-10-23 IGV ISHARES TR5.8K shares-87.54%2025-09-302025-10-23 IWS ISHARES TR4.8K shares10.39%2025-09-302025-10-23 DELL DELL TECHNOLOGIES INC4.7K shares80.62%2025-09-302025-10-23 LPLA LPL FINL HLDGS INC2.0K shares0.05%2025-09-302025-10-23 AHR AMERICAN HEALTHCARE REIT INC15.8K shares1.28%2025-09-302025-10-23 BUFR FIRST TR EXCHNG TRADED FD VI19.9K shares-1.48%2025-09-302025-10-23 TJUL INNOVATOR ETFS TRUST22.7K shares-6.61%2025-09-302025-10-23 UTES ETFIS SER TR I8.0K sharesnew addition2025-09-302025-10-23 VIOO VANGUARD ADMIRAL FDS INC6.0K shares-0.81%2025-09-302025-10-23 SMCI SUPER MICRO COMPUTER INC13.8K shares18.96%2025-09-302025-10-23 TMO THERMO FISHER SCIENTIFIC INC1.4K shares-16.85%2025-09-302025-10-23 BND VANGUARD BD INDEX FDS8.8K shares-56.89%2025-09-302025-10-23 UNOV INNOVATOR ETFS TRUST17.5K shares-11.04%2025-09-302025-10-23 NVBW AIM ETF PRODUCTS TRUST19.6K shares-10.98%2025-09-302025-10-23 ACMR ACM RESH INC16.6K shares-4.89%2025-09-302025-10-23 VNLA JANUS DETROIT STR TR13.1K shares232.71%2025-09-302025-10-23 LHX L3HARRIS TECHNOLOGIES INC2.1K shares-9.94%2025-09-302025-10-23 EOG EOG RES INC5.7K shares36.65%2025-09-302025-10-23 DOCT FIRST TR EXCHNG TRADED FD VI14.8K shares-14.21%2025-09-302025-10-23 DVY ISHARES TR4.5K shares0.00%2025-09-302025-10-23 SPYD SPDR SER TR14.3K shares25.62%2025-09-302025-10-23 FHLC FIDELITY COVINGTON TRUST9.4K shares-9.11%2025-09-302025-10-23 DUK DUKE ENERGY CORP NEW5.0K shares-9.13%2025-09-302025-10-23 CMCSA COMCAST CORP NEW19.6K shares-2.46%2025-09-302025-10-23 SPEM SPDR INDEX SHS FDS13.1K shares153.52%2025-09-302025-10-23 SHEL SHELL PLC8.6K shares0.34%2025-09-302025-10-23 ES EVERSOURCE ENERGY8.5K shares113.07%2025-09-302025-10-23 FTCS FIRST TR EXCHANGE TRADED FD6.5K shares-23.81%2025-09-302025-10-23 MDY SPDR S P MIDCAP 400 ETF TR1.0K shares0.10%2025-09-302025-10-23 ROBO EXCHANGE TRADED CONCEPTS TRU9.2K shares-1.19%2025-09-302025-10-23 IJJ ISHARES TR4.6K shares-3.39%2025-09-302025-10-23 EWW ISHARES INC8.7K shares-8.56%2025-09-302025-10-23 SPHD INVESCO EXCH TRADED FD TR II11.9K shares27.52%2025-09-302025-10-23 FIX COMFORT SYS USA INC711 shares16.18%2025-09-302025-10-23 SILA SILA REALTY TRUST INC23.3K shares-20.86%2025-09-302025-10-23 ERO ERO COPPER CORP28.9K sharesnew addition2025-09-302025-10-23 KURE KRANESHARES TRUST27.9K shares0.00%2025-09-302025-10-23 BXMX NUVEEN S P 500 BUY WRITE INC40.2K shares7.60%2025-09-302025-10-23 TBIL RBB FD INC11.6K shares12111.58%2025-09-302025-10-23 SPG SIMON PPTY GROUP INC NEW3.1K shares-48.72%2025-09-302025-10-23 TMDX TRANSMEDICS GROUP INC5.0K shares-0.79%2025-09-302025-10-23 COR CENCORA INC1.8K shares-70.30%2025-09-302025-10-23 CVS CVS HEALTH CORP7.4K shares-4.31%2025-09-302025-10-23 TDW TIDEWATER INC NEW10.5K shares0.59%2025-09-302025-10-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available