The Analysis of Spire Wealth Management's Holdings
Currently, Spire Wealth Management holds 2298 types of securities in its portfolio with a total value $3.0B. In the most recent quarter, they have increased their positions in SSO (+199.1K shares, valued at $11.5M), XLK (+79.2K shares, valued at $11.4M), NFLX (+120.1K shares, valued at $11.3M); decreased their positions in JPST (-916.5K shares, valued at $46.4M), UBER (-87.8K shares, valued at $7.2M), VOT (-25.0K shares, valued at $7.0M); initiated new positions in COPX (+67.4K shares, valued at $4.8M), PBOC (+112.1K shares, valued at $3.3M), PBDE (+97.1K shares, valued at $2.9M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR242.1K shares-0.80%2025-12-312026-01-14
NVDA NVIDIA CORPORATION624.2K shares2.23%2025-12-312026-01-14 AAPL APPLE INC386.4K shares0.66%2025-12-312026-01-14 AMZN AMAZON COM INC332.3K shares4.26%2025-12-312026-01-14 MSFT MICROSOFT CORP137.2K shares0.75%2025-12-312026-01-14 VGT VANGUARD WORLD FD83.8K shares-2.72%2025-12-312026-01-14 ALPHABET INC ALPHABET INC184.0K shares-7.76%2025-12-312026-01-14 SPY SPDR S P 500 ETF TR58.8K shares-6.69%2025-12-312026-01-14 BROADCOM INC BROADCOM INC109.7K shares9.02%2025-12-312026-01-14 META META PLATFORMS INC55.1K shares-4.01%2025-12-312026-01-14 ALPHABET INC ALPHABET INC104.4K shares12.00%2025-12-312026-01-14 LLY ELI LILLY CO27.7K shares2.18%2025-12-312026-01-14 XLF SELECT SECTOR SPDR TR542.1K shares-3.80%2025-12-312026-01-14 AGG ISHARES TR288.8K shares-0.68%2025-12-312026-01-14 IEFA ISHARES TR311.7K shares4.80%2025-12-312026-01-14 IVE ISHARES TR124.8K shares3.19%2025-12-312026-01-14 JPST J P MORGAN EXCHANGE TRADED F516.0K shares-63.98%2025-12-312026-01-14 IVW ISHARES TR205.5K shares2.43%2025-12-312026-01-14 COST COSTCO WHSL CORP NEW28.4K shares1.71%2025-12-312026-01-14 JPM JPMORGAN CHASE CO74.5K shares1.99%2025-12-312026-01-14 IWF ISHARES TR50.3K shares-0.70%2025-12-312026-01-14 IUSG ISHARES TR141.7K shares-2.21%2025-12-312026-01-14 FBND FIDELITY MERRIMACK STR TR515.3K shares1.74%2025-12-312026-01-14 XLK SELECT SECTOR SPDR TR164.0K shares93.46%2025-12-312026-01-14 HTRB HARTFORD FDS EXCHANGE TRADED665.4K shares0.22%2025-12-312026-01-14 VTV VANGUARD INDEX FDS114.8K shares-2.23%2025-12-312026-01-14 SSO PROSHARES TR370.4K shares116.32%2025-12-312026-01-14 IUSB ISHARES TR454.1K shares-2.84%2025-12-312026-01-14 XLC SELECT SECTOR SPDR TR175.6K shares-1.03%2025-12-312026-01-14 MA MASTERCARD INCORPORATED35.3K shares6.22%2025-12-312026-01-14 JCPB J P MORGAN EXCHANGE TRADED F417.1K shares0.41%2025-12-312026-01-14 EVTR MORGAN STANLEY ETF TRUST368.1K shares0.49%2025-12-312026-01-14 DFUS DIMENSIONAL ETF TRUST249.7K shares1.31%2025-12-312026-01-14 IEMG ISHARES INC263.2K shares2.95%2025-12-312026-01-14 XLI SELECT SECTOR SPDR TR107.8K shares-3.99%2025-12-312026-01-14 VCR VANGUARD WORLD FD42.2K shares-2.67%2025-12-312026-01-14 WMT WALMART INC141.9K shares-1.37%2025-12-312026-01-14 JBND J P MORGAN EXCHANGE TRADED F290.8K shares-2.18%2025-12-312026-01-14 ACWX ISHARES TR227.4K shares1.45%2025-12-312026-01-14 PLTR PALANTIR TECHNOLOGIES INC85.7K shares6.78%2025-12-312026-01-14 DFUV DIMENSIONAL ETF TRUST319.3K shares1.38%2025-12-312026-01-14 V VISA INC40.4K shares0.61%2025-12-312026-01-14 CRWD CROWDSTRIKE HLDGS INC29.2K shares0.10%2025-12-312026-01-14 XLV SELECT SECTOR SPDR TR87.5K shares-5.40%2025-12-312026-01-14 NFLX NETFLIX INC136.6K shares726.92%2025-12-312026-01-14 EFA ISHARES TR133.1K shares-3.26%2025-12-312026-01-14 KLAC KLA CORP10.5K shares0.10%2025-12-312026-01-14 CAT CATERPILLAR INC21.7K shares68.57%2025-12-312026-01-14 SHOP SHOPIFY INC75.1K shares-3.67%2025-12-312026-01-14 GLD SPDR GOLD TR30.4K shares-7.23%2025-12-312026-01-14 EMB ISHARES TR124.7K shares-0.37%2025-12-312026-01-14 MAR MARRIOTT INTL INC NEW37.3K shares-6.76%2025-12-312026-01-14 MCK MCKESSON CORP13.8K shares-2.24%2025-12-312026-01-14 GS GOLDMAN SACHS GROUP INC12.7K shares1.86%2025-12-312026-01-14 PANW PALO ALTO NETWORKS INC57.3K shares14.81%2025-12-312026-01-14 DFAT DIMENSIONAL ETF TRUST176.1K shares3.09%2025-12-312026-01-14 IEF ISHARES TR107.8K shares4.16%2025-12-312026-01-14 VWO VANGUARD INTL EQUITY INDEX F176.5K shares0.18%2025-12-312026-01-14 DFAS DIMENSIONAL ETF TRUST135.8K shares2.86%2025-12-312026-01-14 IYW ISHARES TR47.2K shares-7.54%2025-12-312026-01-14 IJH ISHARES TR141.9K shares2.36%2025-12-312026-01-14 PWR QUANTA SVCS INC21.9K shares-14.77%2025-12-312026-01-14 XBI SPDR SER TR75.1K shares507.21%2025-12-312026-01-14 QUAL ISHARES TR44.8K shares-11.64%2025-12-312026-01-14 EFV ISHARES TR123.7K shares0.47%2025-12-312026-01-14 SECT NORTHERN LTS FD TR IV132.6K shares15.11%2025-12-312026-01-14 TSLA TESLA INC18.7K shares-0.94%2025-12-312026-01-14 HOOD ROBINHOOD MKTS INC71.3K shares-4.15%2025-12-312026-01-14 VTI VANGUARD INDEX FDS23.9K shares14.55%2025-12-312026-01-14 TIP ISHARES TR72.9K shares1.29%2025-12-312026-01-14 ORLY OREILLY AUTOMOTIVE INC87.3K shares1.52%2025-12-312026-01-14 SHY ISHARES TR94.8K shares177.48%2025-12-312026-01-14 IWB ISHARES TR20.9K shares0.26%2025-12-312026-01-14 MAGS LISTED FD TR117.4K shares-2.72%2025-12-312026-01-14 VUG VANGUARD INDEX FDS15.8K shares-12.99%2025-12-312026-01-14 HD HOME DEPOT INC22.1K shares-23.32%2025-12-312026-01-14 APUE TRUST FOR PROFESSIONAL MANAG180.9K shares8.14%2025-12-312026-01-14 LITE LUMENTUM HLDGS INC20.3K shares260.90%2025-12-312026-01-14 ISRG INTUITIVE SURGICAL INC13.2K shares63.68%2025-12-312026-01-14 SPXL DIREXION SHS ETF TR33.5K shares2.59%2025-12-312026-01-14 AXP AMERICAN EXPRESS CO19.5K shares223.49%2025-12-312026-01-14 FSLR FIRST SOLAR INC27.5K shares16.00%2025-12-312026-01-14 SMH VANECK ETF TRUST19.6K shares16.86%2025-12-312026-01-14 SPYV SPDR SER TR119.8K shares5.46%2025-12-312026-01-14 SCCO SOUTHERN COPPER CORP46.0K shares7891.30%2025-12-312026-01-14 APH AMPHENOL CORP NEW48.8K shares-12.60%2025-12-312026-01-14 SCHW SCHWAB CHARLES CORP65.1K shares-3.16%2025-12-312026-01-14 DELL DELL TECHNOLOGIES INC51.6K shares993.32%2025-12-312026-01-14 XLU SELECT SECTOR SPDR TR150.8K shares71.91%2025-12-312026-01-14 RDVY FIRST TR EXCHANGE TRADED FD92.6K shares0.89%2025-12-312026-01-14 JEPQ J P MORGAN EXCHANGE TRADED F110.1K shares111.57%2025-12-312026-01-14 ONEQ FIDELITY COMWLTH TR69.1K shares-3.47%2025-12-312026-01-14 JEPI J P MORGAN EXCHANGE TRADED F107.7K shares2.61%2025-12-312026-01-14 CTSH COGNIZANT TECHNOLOGY SOLUTIO73.0K shares16271.75%2025-12-312026-01-14 IJR ISHARES TR49.8K shares5.48%2025-12-312026-01-14 XLP SELECT SECTOR SPDR TR76.7K shares-14.58%2025-12-312026-01-14 VXUS VANGUARD STAR FDS77.9K shares9.49%2025-12-312026-01-14 UNH UNITEDHEALTH GROUP INC17.8K shares2.27%2025-12-312026-01-14 IDEV ISHARES TR71.0K shares6729.90%2025-12-312026-01-14 APP APPLOVIN CORP8.6K shares0.33%2025-12-312026-01-14 APCB TRUST FOR PROFESSIONAL MANAG193.8K shares6.59%2025-12-312026-01-14 AMD ADVANCED MICRO DEVICES INC26.6K shares5.65%2025-12-312026-01-14 VRT VERTIV HOLDINGS CO34.3K shares335.69%2025-12-312026-01-14 TAN INVESCO EXCH TRADED FD TR II111.6K shares7913.50%2025-12-312026-01-14 VTIP VANGUARD MALVERN FDS109.0K shares9.67%2025-12-312026-01-14 IUSV ISHARES TR52.5K shares-0.46%2025-12-312026-01-14 NVS NOVARTIS AG39.0K shares2560.96%2025-12-312026-01-14 UBER UBER TECHNOLOGIES INC65.7K shares-57.20%2025-12-312026-01-14 MEDP MEDPACE HLDGS INC9.5K shares946700.00%2025-12-312026-01-14 BIV VANGUARD BD INDEX FDS66.6K shares3.26%2025-12-312026-01-14 SCHD SCHWAB STRATEGIC TR188.1K shares1.23%2025-12-312026-01-14 VOE VANGUARD INDEX FDS29.1K shares0.37%2025-12-312026-01-14 WELL WELLTOWER INC27.3K shares552.96%2025-12-312026-01-14 DYNF BLACKROCK ETF TRUST83.1K shares20.56%2025-12-312026-01-14 BIL SPDR SER TR55.3K shares301.05%2025-12-312026-01-14 FIX COMFORT SYS USA INC5.4K shares658.09%2025-12-312026-01-14 DFIV DIMENSIONAL ETF TRUST100.5K shares6.27%2025-12-312026-01-14 TER TERADYNE INC25.3K shares19245.04%2025-12-312026-01-14 CEG CONSTELLATION ENERGY CORP13.9K shares-15.56%2025-12-312026-01-14 IWM ISHARES TR19.9K shares-1.33%2025-12-312026-01-14 MU MICRON TECHNOLOGY INC17.1K shares13.32%2025-12-312026-01-14 NET CLOUDFLARE INC24.7K shares18.53%2025-12-312026-01-14 COPX GLOBAL X FDS67.4K sharesnew addition2025-12-312026-01-14 IWD ISHARES TR22.7K shares5.29%2025-12-312026-01-14 DIVO AMPLIFY ETF TR104.8K shares-3.71%2025-12-312026-01-14 VIG VANGUARD SPECIALIZED FUNDS21.1K shares2.77%2025-12-312026-01-14 MGK VANGUARD WORLD FD11.2K shares65.54%2025-12-312026-01-14 BWXT BWX TECHNOLOGIES INC26.6K shares-5.35%2025-12-312026-01-14 XOM EXXON MOBIL CORP37.5K shares-3.65%2025-12-312026-01-14 ROK ROCKWELL AUTOMATION INC11.3K shares6641.07%2025-12-312026-01-14 AIRR FIRST TR EXCHANGE TRADED FD44.7K shares16.70%2025-12-312026-01-14 SGOV ISHARES TR43.3K shares3644.38%2025-12-312026-01-14 PULS PGIM ETF TR87.4K shares7574.28%2025-12-312026-01-14 CGDV CAPITAL GROUP DIVIDEND VALUE99.1K shares12.13%2025-12-312026-01-14 BLD TOPBUILD CORP10.0K shares3846.06%2025-12-312026-01-14 GEV GE VERNOVA INC6.3K shares-56.88%2025-12-312026-01-14 FBTC FIDELITY WISE ORIGIN BITCOIN54.0K shares-52.36%2025-12-312026-01-14 PWB INVESCO EXCHANGE TRADED FD T32.4K shares28.15%2025-12-312026-01-14 DFGR DIMENSIONAL ETF TRUST151.8K shares16.91%2025-12-312026-01-14 HCA HCA HEALTHCARE INC8.6K shares-0.83%2025-12-312026-01-14 FTSM FIRST TR EXCHANGE TRADED FD64.9K shares-2.05%2025-12-312026-01-14 TSM TAIWAN SEMICONDUCTOR MFG LTD12.7K shares-5.59%2025-12-312026-01-14 VTEB VANGUARD MUN BD FDS75.3K shares61.49%2025-12-312026-01-14 DISV DIMENSIONAL ETF TRUST97.3K shares3.27%2025-12-312026-01-14 DFIS DIMENSIONAL ETF TRUST111.9K shares2.02%2025-12-312026-01-14 IXUS ISHARES TR43.5K shares5.06%2025-12-312026-01-14 VXF VANGUARD INDEX FDS17.6K shares15.91%2025-12-312026-01-14 CSCO CISCO SYS INC47.5K shares14.72%2025-12-312026-01-14 IBM INTERNATIONAL BUSINESS MACHS12.3K shares0.53%2025-12-312026-01-14 IWR ISHARES TR36.8K shares0.52%2025-12-312026-01-14 CGGR CAPITAL GROUP GROWTH ETF78.9K shares15.02%2025-12-312026-01-14 EEM ISHARES TR63.7K shares1.10%2025-12-312026-01-14 TT TRANE TECHNOLOGIES PLC8.9K shares-14.40%2025-12-312026-01-14 SOXX ISHARES TR11.5K shares25.53%2025-12-312026-01-14 LMT LOCKHEED MARTIN CORP7.0K shares36.37%2025-12-312026-01-14 UOCT INNOVATOR ETFS TRUST86.9K shares300.85%2025-12-312026-01-14 XLE SELECT SECTOR SPDR TR74.5K shares89.71%2025-12-312026-01-14 TJX TJX COS INC NEW21.5K shares3.07%2025-12-312026-01-14 AMAT APPLIED MATLS INC12.8K shares-31.38%2025-12-312026-01-14 PBOC PGIM ROCK ETF TR112.1K sharesnew addition2025-12-312026-01-14 OCTW AIM ETF PRODUCTS TRUST83.8K shares356.69%2025-12-312026-01-14 SDVY FIRST TR EXCHANGE TRADED FD84.5K shares-0.34%2025-12-312026-01-14 BKLN INVESCO EXCH TRADED FD TR II153.3K shares-36.71%2025-12-312026-01-14 USEP INNOVATOR ETFS TRUST80.6K shares-5.53%2025-12-312026-01-14 APIE TRUST FOR PROFESSIONAL MANAG88.9K shares8.51%2025-12-312026-01-14 OHI OMEGA HEALTHCARE INVS INC71.1K shares-4.40%2025-12-312026-01-14 PBSE PGIM ROCK ETF TR105.1K shares-5.21%2025-12-312026-01-14 SEPW AIM ETF PRODUCTS TRUST96.9K shares-5.23%2025-12-312026-01-14 VEU VANGUARD INTL EQUITY INDEX F42.0K shares-0.20%2025-12-312026-01-14 PVAL PUTNAM ETF TRUST67.4K shares9.69%2025-12-312026-01-14 EME EMCOR GROUP INC4.9K shares1479.49%2025-12-312026-01-14 UDEC INNOVATOR ETFS TRUST74.7K shares84.96%2025-12-312026-01-14 EVT EATON VANCE TAX ADVT DIV INC115.2K shares-5.37%2025-12-312026-01-14 VBR VANGUARD INDEX FDS13.7K shares0.96%2025-12-312026-01-14 INTU INTUIT4.4K shares2.73%2025-12-312026-01-14 LOW LOWES COS INC12.0K shares-5.94%2025-12-312026-01-14 XLY SELECT SECTOR SPDR TR24.0K shares170.52%2025-12-312026-01-14 SCHG SCHWAB STRATEGIC TR87.7K shares12.97%2025-12-312026-01-14 PBDE PGIM ROCK ETF TR97.1K sharesnew addition2025-12-312026-01-14 DECW AIM ETF PRODUCTS TRUST84.0K shares91.66%2025-12-312026-01-14 PG PROCTER AND GAMBLE CO19.9K shares-3.59%2025-12-312026-01-14 PJUL INNOVATOR ETFS TRUST61.1K shares-1.22%2025-12-312026-01-14 CEF SPROTT PHYSICAL GOLD SILVE61.9K shares-30.92%2025-12-312026-01-14 IWY ISHARES TR10.1K shares28.65%2025-12-312026-01-14 XLRE SELECT SECTOR SPDR TR69.4K shares-2.81%2025-12-312026-01-14 NEE NEXTERA ENERGY INC34.8K shares-3.84%2025-12-312026-01-14 QQEW FIRST TR NAS100 EQ WEIGHTED19.3K shares0.00%2025-12-312026-01-14 SHV ISHARES TR24.9K shares-21.97%2025-12-312026-01-14 ADBE ADOBE INC7.8K shares-66.98%2025-12-312026-01-14 GE AEROSPACE GE AEROSPACE8.8K shares-7.18%2025-12-312026-01-14 CB CHUBB LIMITED8.6K shares490.47%2025-12-312026-01-14 JNJ JOHNSON JOHNSON12.8K shares-11.98%2025-12-312026-01-14 CVX CHEVRON CORP NEW17.4K shares-36.66%2025-12-312026-01-14 SCHR SCHWAB STRATEGIC TR104.6K shares0.49%2025-12-312026-01-14 CAH CARDINAL HEALTH INC12.7K shares3.92%2025-12-312026-01-14 PGR PROGRESSIVE CORP11.4K shares25.07%2025-12-312026-01-14 ABBV ABBVIE INC11.3K shares1.76%2025-12-312026-01-14 IJK ISHARES TR26.2K shares-2.17%2025-12-312026-01-14 FTCB FIRST TR EXCHANGE TRADED FD119.3K shares-0.56%2025-12-312026-01-14 DFAI DIMENSIONAL ETF TRUST66.4K shares1.38%2025-12-312026-01-14 IYF ISHARES TR19.5K shares5.75%2025-12-312026-01-14 DIS DISNEY WALT CO21.8K shares72.93%2025-12-312026-01-14 BAC BANK AMERICA CORP44.5K shares-7.07%2025-12-312026-01-14 ITA ISHARES TR11.4K shares-25.64%2025-12-312026-01-14 TNA DIREXION SHS ETF TR53.5K shares2585.34%2025-12-312026-01-14 UNOV INNOVATOR ETFS TRUST63.7K shares264.96%2025-12-312026-01-14 CGXU CAPITAL GROUP INTL FOCUS EQT81.8K shares46.95%2025-12-312026-01-14 QCOM QUALCOMM INC14.1K shares187.29%2025-12-312026-01-14 SPMO INVESCO EXCH TRADED FD TR II20.2K shares25.07%2025-12-312026-01-14 UAUG INNOVATOR ETFS TRUST60.1K shares2.74%2025-12-312026-01-14 VST VISTRA CORP14.8K shares-11.62%2025-12-312026-01-14 PBAU PGIM ROCK ETF TR79.6K shares2.69%2025-12-312026-01-14 AUGW AIM ETF PRODUCTS TRUST73.2K shares2.74%2025-12-312026-01-14 TRV TRAVELERS COMPANIES INC8.1K shares-8.69%2025-12-312026-01-14 ASML ASML HOLDING N V2.2K shares8.96%2025-12-312026-01-14 OEF ISHARES TR6.8K shares6.65%2025-12-312026-01-14 HIG HARTFORD FINL SVCS GROUP INC16.6K shares323.87%2025-12-312026-01-14 PMAR INNOVATOR ETFS TRUST50.4K shares-1.52%2025-12-312026-01-14 SOFI SOFI TECHNOLOGIES INC86.2K shares9.47%2025-12-312026-01-14 GLW CORNING INC25.7K shares23.89%2025-12-312026-01-14 NVBW AIM ETF PRODUCTS TRUST66.1K shares236.85%2025-12-312026-01-14 VCSH VANGUARD SCOTTSDALE FDS28.0K shares3.50%2025-12-312026-01-14 ORCL ORACLE CORP11.4K shares-64.71%2025-12-312026-01-14 JQUA J P MORGAN EXCHANGE TRADED F35.2K shares1.89%2025-12-312026-01-14 BKNG BOOKING HOLDINGS INC414 shares10.99%2025-12-312026-01-14 PBNV PGIM ROCK ETF TR75.3K sharesnew addition2025-12-312026-01-14 MERCK CO INC MERCK CO INC20.8K shares-5.68%2025-12-312026-01-14 ALL ALLSTATE CORP10.5K shares-3.89%2025-12-312026-01-14 CITIGROUP INC CITIGROUP INC18.2K shares-2.90%2025-12-312026-01-14 VT VANGUARD INTL EQUITY INDEX F15.1K shares10.15%2025-12-312026-01-14 BXSL BLACKSTONE SECD LENDING FD80.4K shares0.61%2025-12-312026-01-14 DIA SPDR DOW JONES INDL AVERAGE4.4K shares-10.12%2025-12-312026-01-14 CVS CVS HEALTH CORP26.3K shares254.76%2025-12-312026-01-14 HYLS FIRST TR EXCHANGE TRADED FD49.8K shares-1.33%2025-12-312026-01-14 PM PHILIP MORRIS INTL INC12.9K shares-70.12%2025-12-312026-01-14 SPGI S P GLOBAL INC4.0K shares25.88%2025-12-312026-01-14 BJUL INNOVATOR ETFS TRUST40.7K shares-3.11%2025-12-312026-01-14 BSV VANGUARD BD INDEX FDS26.0K shares11.27%2025-12-312026-01-14 PWV INVESCO EXCHANGE TRADED FD T30.7K shares-8.25%2025-12-312026-01-14 TLT ISHARES TR23.3K shares-3.68%2025-12-312026-01-14 INFL LISTED FD TR45.2K shares1.33%2025-12-312026-01-14 IWP ISHARES TR14.7K shares13.88%2025-12-312026-01-14 ADI ANALOG DEVICES INC7.4K shares18.16%2025-12-312026-01-14 MCD MCDONALDS CORP6.4K shares-11.96%2025-12-312026-01-14 SDY SPDR SER TR14.1K shares-3.34%2025-12-312026-01-14 UJUN INNOVATOR ETFS TRUST52.4K shares-14.53%2025-12-312026-01-14 BA BOEING CO9.0K shares-8.95%2025-12-312026-01-14 CDNS CADENCE DESIGN SYSTEM INC6.2K shares-64.52%2025-12-312026-01-14 GDX VANECK ETF TRUST22.7K shares-5.74%2025-12-312026-01-14 CENCORA INC CENCORA INC5.8K shares221.58%2025-12-312026-01-14 RTX RTX CORPORATION10.5K shares6.96%2025-12-312026-01-14 USMV ISHARES TR20.1K shares-2.46%2025-12-312026-01-14 BSX BOSTON SCIENTIFIC CORP19.8K shares-14.26%2025-12-312026-01-14 BBY BEST BUY INC28.1K shares4019.21%2025-12-312026-01-14 EFG ISHARES TR16.4K shares4.65%2025-12-312026-01-14 VIOV VANGUARD ADMIRAL FDS INC19.0K shares4.42%2025-12-312026-01-14 DGRO ISHARES TR26.8K shares-1.64%2025-12-312026-01-14 DSI ISHARES TR14.4K shares-1.55%2025-12-312026-01-14 BNDX VANGUARD CHARLOTTE FDS38.1K shares9.23%2025-12-312026-01-14 IEI ISHARES TR15.3K shares12.08%2025-12-312026-01-14 PPA INVESCO EXCHANGE TRADED FD T11.6K shares21.19%2025-12-312026-01-14 DJUL FIRST TR EXCHNG TRADED FD VI38.0K shares0.00%2025-12-312026-01-14 ARKQ ARK ETF TR15.7K shares21.55%2025-12-312026-01-14 MSCI MSCI INC3.1K shares0.32%2025-12-312026-01-14 VLO VALERO ENERGY CORP10.9K shares-6.48%2025-12-312026-01-14 DFEB FIRST TR EXCHNG TRADED FD VI37.2K shares-23.81%2025-12-312026-01-14 CELESTICA INC CELESTICA INC6.0K shares354.33%2025-12-312026-01-14 UAPR INNOVATOR ETFS TRUST53.9K shares-24.73%2025-12-312026-01-14 IHAK ISHARES TR36.4K shares8.38%2025-12-312026-01-14 VO VANGUARD INDEX FDS6.0K shares2.64%2025-12-312026-01-14 PBJN PGIM ROCK ETF TR58.0K shares-6.17%2025-12-312026-01-14 JUNW AIM ETF PRODUCTS TRUST52.0K shares-6.24%2025-12-312026-01-14 UJAN INNOVATOR ETFS TRUST40.0K shares-11.04%2025-12-312026-01-14 NEA NUVEEN AMT FREE QLTY MUN INC147.7K shares6.87%2025-12-312026-01-14 BMAR INNOVATOR ETFS TRUST32.3K shares-3.84%2025-12-312026-01-14 COF CAPITAL ONE FINL CORP7.1K shares-0.11%2025-12-312026-01-14 VEA VANGUARD TAX MANAGED FDS27.2K shares0.60%2025-12-312026-01-14 SBUX STARBUCKS CORP20.0K shares-16.01%2025-12-312026-01-14 LQD ISHARES TR15.2K shares244.48%2025-12-312026-01-14 UMAR INNOVATOR ETFS TRUST41.6K shares-22.88%2025-12-312026-01-14 IBKR INTERACTIVE BROKERS GROUP IN25.8K shares19.96%2025-12-312026-01-14 KR KROGER CO26.4K shares-0.28%2025-12-312026-01-14 DFEV DIMENSIONAL ETF TRUST48.7K shares3.22%2025-12-312026-01-14 FTEC FIDELITY COVINGTON TRUST7.3K shares-0.45%2025-12-312026-01-14 CMG CHIPOTLE MEXICAN GRILL INC43.3K shares75.53%2025-12-312026-01-14 PAVE GLOBAL X FDS33.5K shares-0.85%2025-12-312026-01-14 GUNR FLEXSHARES TR34.9K shares-0.20%2025-12-312026-01-14 DDEC FIRST TR EXCHNG TRADED FD VI35.4K shares-16.02%2025-12-312026-01-14 GBTC GRAYSCALE BITCOIN TRUST ETF23.3K shares-4.83%2025-12-312026-01-14 MTUM ISHARES TR6.4K shares-12.73%2025-12-312026-01-14 VYM VANGUARD WHITEHALL FDS11.1K shares-5.78%2025-12-312026-01-14 MINT PIMCO ETF TR15.8K shares-27.82%2025-12-312026-01-14 KO COCA COLA CO22.4K shares-3.04%2025-12-312026-01-14 MPC MARATHON PETE CORP9.6K shares320.15%2025-12-312026-01-14 MDYG SPDR SER TR16.9K shares-15.09%2025-12-312026-01-14 MARW AIM ETF PRODUCTS TRUST45.5K shares-23.91%2025-12-312026-01-14 MS MORGAN STANLEY8.8K shares4.77%2025-12-312026-01-14 JAAA JANUS DETROIT STR TR30.7K shares13.10%2025-12-312026-01-14 SLV ISHARES SILVER TR23.9K shares92.21%2025-12-312026-01-14 FVD FIRST TR VALUE LINE DIVID IN33.2K shares-11.73%2025-12-312026-01-14 JMUB J P MORGAN EXCHANGE TRADED F30.3K shares2453.59%2025-12-312026-01-14 URI UNITED RENTALS INC1.9K shares3.71%2025-12-312026-01-14 QGRO AMERICAN CENTY ETF TR13.2K shares39.43%2025-12-312026-01-14 TQQQ PROSHARES TR28.7K shares4455.96%2025-12-312026-01-14 HWM HOWMET AEROSPACE INC7.3K shares16.99%2025-12-312026-01-14 VB VANGUARD INDEX FDS5.8K shares6.00%2025-12-312026-01-14 XSVM INVESCO EXCHANGE TRADED FD T25.8K shares-5.41%2025-12-312026-01-14 MMIT NEW YORK LIFE INVTS ACTIVE E60.5K sharesnew addition2025-12-312026-01-14 ARCC ARES CAPITAL CORP72.6K shares17.45%2025-12-312026-01-14 BMAY INNOVATOR ETFS TRUST32.5K shares0.51%2025-12-312026-01-14 WFC WELLS FARGO CO NEW15.6K shares-1.63%2025-12-312026-01-14 AMGN AMGEN INC4.4K shares30.71%2025-12-312026-01-14 PNOV INNOVATOR ETFS TRUST34.4K shares19.57%2025-12-312026-01-14 IDXX IDEXX LABS INC2.1K shares1096.05%2025-12-312026-01-14 KKR CO INC KKR CO INC11.1K shares0.00%2025-12-312026-01-14 FLNG FLEX LNG LTD56.4K shares-8.72%2025-12-312026-01-14 THRO BLACKROCK ETF TRUST36.5K shares51.02%2025-12-312026-01-14 SYM SYMBOTIC INC23.4K shares6.72%2025-12-312026-01-14 MSTR MICROSTRATEGY INC9.2K shares-17.00%2025-12-312026-01-14 ERO ERO COPPER CORP48.4K shares67.24%2025-12-312026-01-14 QQQM INVESCO EXCH TRADED FD TR II5.4K shares0.98%2025-12-312026-01-14 XLG INVESCO EXCHANGE TRADED FD T22.5K shares2.27%2025-12-312026-01-14 OIH VANECK ETF TRUST4.6K shares23025.00%2025-12-312026-01-14 NOW SERVICENOW INC8.5K shares425.14%2025-12-312026-01-14 UJUL INNOVATOR ETFS TRUST33.7K shares-5.36%2025-12-312026-01-14 TFLO ISHARES TR25.8K shares-1.92%2025-12-312026-01-14 VYMI VANGUARD WHITEHALL FDS14.4K shares410.21%2025-12-312026-01-14 UPS UNITED PARCEL SERVICE INC13.0K shares144.06%2025-12-312026-01-14 JANW AIM ETF PRODUCTS TRUST34.8K shares-14.16%2025-12-312026-01-14 APRW AIM ETF PRODUCTS TRUST37.0K shares-25.70%2025-12-312026-01-14 BAPR INNOVATOR ETFS TRUST26.8K shares-1.32%2025-12-312026-01-14 CRM SALESFORCE INC4.9K shares20.67%2025-12-312026-01-14 PBAP PGIM ROCK ETF TR44.4K shares-25.94%2025-12-312026-01-14 CTAS CINTAS CORP6.8K shares225.94%2025-12-312026-01-14 NLR VANECK ETF TRUST10.2K shares2043.93%2025-12-312026-01-14 SPG SIMON PPTY GROUP INC NEW6.8K shares121.11%2025-12-312026-01-14 SPYG SPDR SER TR11.8K shares15.09%2025-12-312026-01-14 NEM NEWMONT CORP12.6K shares-4.90%2025-12-312026-01-14 LSAT TWO RDS SHARED TR32.2K shares-60.10%2025-12-312026-01-14 AEP AMERICAN ELEC PWR CO INC10.8K shares181.83%2025-12-312026-01-14 UFEB INNOVATOR ETFS TRUST33.9K shares-30.04%2025-12-312026-01-14 PH PARKER HANNIFIN CORP1.4K shares481.89%2025-12-312026-01-14 IXJ ISHARES TR12.6K shares-4.04%2025-12-312026-01-14 DJAN FIRST TR EXCHNG TRADED FD VI27.8K shares-31.77%2025-12-312026-01-14 BINC BLACKROCK ETF TRUST II22.8K shares21.62%2025-12-312026-01-14 GWX SPDR INDEX SHS FDS29.2K shares-5.16%2025-12-312026-01-14 KIE SPDR SER TR19.8K shares0.00%2025-12-312026-01-14 GOVT ISHARES TR51.6K shares0.16%2025-12-312026-01-14 SPEM SPDR INDEX SHS FDS25.3K shares93.32%2025-12-312026-01-14 FEBW AIM ETF PRODUCTS TRUST34.9K shares-30.88%2025-12-312026-01-14 MUB ISHARES TR11.0K shares39.41%2025-12-312026-01-14 PFE PFIZER INC47.0K shares1.41%2025-12-312026-01-14 PBJL PGIM ROCK ETF TR38.5K shares-5.89%2025-12-312026-01-14 JULW AIM ETF PRODUCTS TRUST29.4K shares-6.12%2025-12-312026-01-14 IGSB ISHARES TR21.8K shares51.93%2025-12-312026-01-14 PAPR INNOVATOR ETFS TRUST29.4K shares-1.60%2025-12-312026-01-14 D DOMINION ENERGY INC19.6K shares0.72%2025-12-312026-01-14 LDOS LEIDOS HOLDINGS INC6.3K shares1030.65%2025-12-312026-01-14 MO ALTRIA GROUP INC19.6K shares-14.15%2025-12-312026-01-14 VGK VANGUARD INTL EQUITY INDEX F13.4K shares2.21%2025-12-312026-01-14 UMAY INNOVATOR ETFS TRUST30.6K shares-30.08%2025-12-312026-01-14 TLH ISHARES TR10.9K shares-21.74%2025-12-312026-01-14 SHW SHERWIN WILLIAMS CO3.4K shares-12.74%2025-12-312026-01-14 PHO INVESCO EXCHANGE TRADED FD T15.4K shares1.99%2025-12-312026-01-14 SO SOUTHERN CO12.4K shares2.48%2025-12-312026-01-14 VV VANGUARD INDEX FDS3.4K shares0.21%2025-12-312026-01-14 COP CONOCOPHILLIPS11.3K shares6.31%2025-12-312026-01-14 INTC INTEL CORP28.6K shares-0.95%2025-12-312026-01-14 RSG REPUBLIC SVCS INC4.9K shares-48.04%2025-12-312026-01-14 PAAS PAN AMERN SILVER CORP19.9K shares-1.23%2025-12-312026-01-14 ET ENERGY TRANSFER L P62.2K shares-2.41%2025-12-312026-01-14 STRL STERLING INFRASTRUCTURE INC3.3K shares-8.87%2025-12-312026-01-14 VOT VANGUARD INDEX FDS3.6K shares-87.28%2025-12-312026-01-14 ICF ISHARES TR17.0K shares-33.06%2025-12-312026-01-14 WPM WHEATON PRECIOUS METALS CORP8.6K shares-7.30%2025-12-312026-01-14 ECL ECOLAB INC3.8K shares-3.35%2025-12-312026-01-14 PEP PEPSICO INC7.0K shares-1.23%2025-12-312026-01-14 GPIQ GOLDMAN SACHS ETF TR18.9K shares202.88%2025-12-312026-01-14 OMFL INVESCO EXCH TRD SLF IDX FD16.3K shares0.00%2025-12-312026-01-14 EWC ISHARES INC18.4K shares0.01%2025-12-312026-01-14 FSMD FIDELITY COVINGTON TRUST22.3K shares1.60%2025-12-312026-01-14 MBB ISHARES TR10.3K shares-18.92%2025-12-312026-01-14 PMAY INNOVATOR ETFS TRUST24.4K shares-1.63%2025-12-312026-01-14 VIK VIKING HOLDINGS LTD13.5K shares-8.75%2025-12-312026-01-14 SPYM SPDR SER TR12.0K shares-20.31%2025-12-312026-01-14 IRM IRON MTN INC DEL11.5K shares-18.03%2025-12-312026-01-14 DY DYCOM INDS INC2.8K shares-8.03%2025-12-312026-01-14 VCIT VANGUARD SCOTTSDALE FDS11.2K shares2.56%2025-12-312026-01-14 PDEC INNOVATOR ETFS TRUST21.6K shares11.97%2025-12-312026-01-14 EWX SPDR INDEX SHS FDS14.2K shares1.87%2025-12-312026-01-14 ITOT ISHARES TR6.2K shares0.00%2025-12-312026-01-14 VPU VANGUARD WORLD FD5.0K shares-1.21%2025-12-312026-01-14 UDOW PROSHARES TR15.7K shares6340.98%2025-12-312026-01-14 MAYW AIM ETF PRODUCTS TRUST27.1K shares-34.38%2025-12-312026-01-14 PBMY PGIM ROCK ETF TR30.3K shares-34.36%2025-12-312026-01-14 CCJ CAMECO CORP9.9K shares-5.38%2025-12-312026-01-14 SKYY FIRST TR EXCHANGE TRADED FD6.9K shares11.82%2025-12-312026-01-14 SCHX SCHWAB STRATEGIC TR33.5K shares9.57%2025-12-312026-01-14 BOCT INNOVATOR ETFS TRUST18.2K shares163.71%2025-12-312026-01-14 DLS WISDOMTREE TR11.0K shares-9.50%2025-12-312026-01-14 GWW GRAINGER W W INC885 shares-3.80%2025-12-312026-01-14 OKE ONEOK INC NEW12.1K shares2.64%2025-12-312026-01-14 T AT T INC35.9K shares-2.95%2025-12-312026-01-14 VRTX VERTEX PHARMACEUTICALS INC2.0K shares-16.31%2025-12-312026-01-14 PFF ISHARES TR28.5K shares-41.27%2025-12-312026-01-14 HON HONEYWELL INTL INC4.5K shares-9.75%2025-12-312026-01-14 FDIS FIDELITY COVINGTON TRUST8.6K shares-0.57%2025-12-312026-01-14 AXON AXON ENTERPRISE INC1.5K shares-82.64%2025-12-312026-01-14 HACK AMPLIFY ETF TR10.8K shares29.60%2025-12-312026-01-14 WM WASTE MGMT INC DEL3.9K shares-19.69%2025-12-312026-01-14 VZ VERIZON COMMUNICATIONS INC21.2K shares-32.84%2025-12-312026-01-14 DFLV DIMENSIONAL ETF TRUST25.1K shares22.88%2025-12-312026-01-14 AGX ARGAN INC2.7K shares-6.70%2025-12-312026-01-14 TMO THERMO FISHER SCIENTIFIC INC1.5K shares8.84%2025-12-312026-01-14 FE FIRSTENERGY CORP19.0K shares-7.75%2025-12-312026-01-14 DTD WISDOMTREE TR10.0K shares0.30%2025-12-312026-01-14 JPIN J P MORGAN EXCHANGE TRADED F12.4K shares-13.74%2025-12-312026-01-14 UTES ETFIS SER TR I10.6K shares33.65%2025-12-312026-01-14 EPD ENTERPRISE PRODS PARTNERS L25.7K shares-5.60%2025-12-312026-01-14 JCE NUVEEN CORE EQUITY ALPHA FD51.6K shares1.48%2025-12-312026-01-14 BIZD VANECK ETF TRUST57.9K shares-39.32%2025-12-312026-01-14 ABT ABBOTT LABS6.5K shares1.43%2025-12-312026-01-14 IXN ISHARES TR7.8K shares2.36%2025-12-312026-01-14 MLM MARTIN MARIETTA MATLS INC1.3K shares51.23%2025-12-312026-01-14 GARP ISHARES TR11.8K shares2.19%2025-12-312026-01-14 BJUN INNOVATOR ETFS TRUST17.2K shares-0.64%2025-12-312026-01-14 IWO ISHARES TR2.5K shares-33.51%2025-12-312026-01-14 DE DEERE CO1.7K shares-32.69%2025-12-312026-01-14 BJAN INNOVATOR ETFS TRUST14.5K shares-11.83%2025-12-312026-01-14 ARES ARES MANAGEMENT CORPORATION4.8K shares40.68%2025-12-312026-01-14 ESGU ISHARES TR5.2K shares0.02%2025-12-312026-01-14 IVOO VANGUARD ADMIRAL FDS INC6.8K shares-3.13%2025-12-312026-01-14 XMMO INVESCO EXCHANGE TRADED FD T5.5K shares3.04%2025-12-312026-01-14 AHR AMERICAN HEALTHCARE REIT INC16.1K shares1.76%2025-12-312026-01-14 TBIL RBB FD INC15.1K shares30.39%2025-12-312026-01-14 PJUN INNOVATOR ETFS TRUST18.0K shares0.00%2025-12-312026-01-14 HTD HANCOCK JOHN TAX ADVANTAGED31.8K shares2.56%2025-12-312026-01-14 BNOV INNOVATOR ETFS TRUST16.9K shares241.24%2025-12-312026-01-14 EWJ ISHARES INC9.2K shares-0.31%2025-12-312026-01-14 FLMI FRANKLIN TEMPLETON ETF TR29.7K sharesnew addition2025-12-312026-01-14 FTCS FIRST TR EXCHANGE TRADED FD8.0K shares23.69%2025-12-312026-01-14 CBRE CBRE GROUP INC4.6K shares32.39%2025-12-312026-01-14 FESM FIDELITY COVINGTON TRUST19.4K shares61.20%2025-12-312026-01-14 BND VANGUARD BD INDEX FDS9.9K shares11.98%2025-12-312026-01-14 TDG TRANSDIGM GROUP INC542 shares-12.72%2025-12-312026-01-14 AVDE AMERICAN CENTY ETF TR8.7K shares64.05%2025-12-312026-01-14 FTSL FIRST TR EXCHANGE TRADED FD15.6K shares-2.16%2025-12-312026-01-14 JPC NUVEEN PFD INCOME OPPORTUN88.3K shares-1.66%2025-12-312026-01-14 PAUG INNOVATOR ETFS TRUST16.5K shares-2.73%2025-12-312026-01-14 BFEB INNOVATOR ETFS TRUST14.7K shares-0.01%2025-12-312026-01-14 VNLA JANUS DETROIT STR TR14.3K shares9.37%2025-12-312026-01-14 FHLC FIDELITY COVINGTON TRUST9.4K shares0.41%2025-12-312026-01-14 IJS ISHARES TR6.1K shares-2.65%2025-12-312026-01-14 TMFC RBB FD INC9.6K shares0.37%2025-12-312026-01-14 PJAN INNOVATOR ETFS TRUST14.6K shares185.52%2025-12-312026-01-14 XAR SPDR SER TR2.8K shares-5.63%2025-12-312026-01-14 IWS ISHARES TR4.8K shares0.75%2025-12-312026-01-14 VNQ VANGUARD INDEX FDS7.6K shares-11.21%2025-12-312026-01-14 TJUL INNOVATOR ETFS TRUST22.7K shares0.02%2025-12-312026-01-14 BUFR FIRST TR EXCHNG TRADED FD VI19.5K shares-1.80%2025-12-312026-01-14 ZTS ZOETIS INC5.3K shares5.85%2025-12-312026-01-14 FITB FIFTH THIRD BANCORP14.3K shares59.61%2025-12-312026-01-14 GSLC GOLDMAN SACHS ETF TR5.0K shares64.12%2025-12-312026-01-14 ACMR ACM RESH INC16.6K shares0.11%2025-12-312026-01-14 EXPE EXPEDIA GROUP INC2.3K shares1529.08%2025-12-312026-01-14 MDLZ MONDELEZ INTL INC12.1K shares-6.02%2025-12-312026-01-14 HDV ISHARES TR5.3K shares19.61%2025-12-312026-01-14 VIOO VANGUARD ADMIRAL FDS INC5.8K shares-3.00%2025-12-312026-01-14 DVY ISHARES TR4.6K shares2.24%2025-12-312026-01-14 LPLA LPL FINL HLDGS INC1.8K shares-10.12%2025-12-312026-01-14 LHX L3HARRIS TECHNOLOGIES INC2.2K shares3.05%2025-12-312026-01-14 ROBO EXCHANGE TRADED CONCEPTS TRU9.2K shares0.00%2025-12-312026-01-14 UNP UNION PAC CORP2.7K shares-18.14%2025-12-312026-01-14 SHEL SHELL PLC8.6K shares0.08%2025-12-312026-01-14 BUG GLOBAL X FDS20.6K shares-4.58%2025-12-312026-01-14 FYEE FIDELITY GREENWOOD STREET TR21.8K shares457.01%2025-12-312026-01-14 MPWR MONOLITHIC PWR SYS INC689 shares55.53%2025-12-312026-01-14 IGV ISHARES TR5.8K shares-0.82%2025-12-312026-01-14 MDY SPDR S P MIDCAP 400 ETF TR1.0K shares0.00%2025-12-312026-01-14 BXMX NUVEEN S P 500 BUY WRITE INC41.2K shares2.59%2025-12-312026-01-14 AZN ASTRAZENECA PLC6.6K shares10.00%2025-12-312026-01-14 XBIL RBB FD INC12.0K shares-21.51%2025-12-312026-01-14 EWW ISHARES INC8.7K shares0.01%2025-12-312026-01-14 CRDO CREDO TECHNOLOGY GROUP HOLDI4.2K sharesnew addition2025-12-312026-01-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available