The Analysis of Steward Partners Investment Advisory, LLC's Holdings
Currently, Steward Partners Investment Advisory, LLC holds 4261 types of securities in its portfolio with a total value $17.4B. In the most recent quarter, they have increased their positions in META (+371.3K shares, valued at $272.7M), AGG (+2.4M shares, valued at $243.7M), IEFA (+2.0M shares, valued at $175.8M); decreased their positions in DRI (-156.9K shares, valued at $29.9M), AVGO (-81.0K shares, valued at $26.7M), PLTR (-116.8K shares, valued at $21.3M); initiated new positions in PDYN (+1.2M shares, valued at $10.4M), AAOI (+367.7K shares, valued at $9.5M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION3.1M shares25.40%2025-09-302025-11-12
AAPL APPLE INC2.2M shares5.22%2025-09-302025-11-12
META META PLATFORMS INC621.5K shares148.42%2025-09-302025-11-12
MSFT MICROSOFT CORP821.0K shares4.12%2025-09-302025-11-12
IVV ISHARES TR619.6K shares45.44%2025-09-302025-11-12
AMZN AMAZON COM INC1.7M shares43.95%2025-09-302025-11-12
AGG ISHARES TR3.7M shares196.38%2025-09-302025-11-12
GOOGL ALPHABET INC1.5M shares48.27%2025-09-302025-11-12
JPM JPMORGAN CHASE & CO.930.3K shares35.63%2025-09-302025-11-12
VOO VANGUARD INDEX FDS468.6K shares7.55%2025-09-302025-11-12
IEFA ISHARES TR2.8M shares243.79%2025-09-302025-11-12
GLD SPDR GOLD TR623.6K shares247.39%2025-09-302025-11-12
SPY SPDR S&P 500 ETF TR313.6K shares7.34%2025-09-302025-11-12
IJH ISHARES TR2.9M shares140.52%2025-09-302025-11-12
IVW ISHARES TR1.6M shares104.68%2025-09-302025-11-12
QQQ INVESCO QQQ TR307.6K shares8.15%2025-09-302025-11-12
IJR ISHARES TR1.5M shares117.37%2025-09-302025-11-12
AVGO BROADCOM INC539.9K shares-13.04%2025-09-302025-11-12
IWF ISHARES TR345.3K shares46.55%2025-09-302025-11-12
V VISA INC447.5K shares60.25%2025-09-302025-11-12
SHY ISHARES TR1.8M shares1113.50%2025-09-302025-11-12
GOOG ALPHABET INC525.5K shares26.00%2025-09-302025-11-12
IEMG ISHARES INC1.9M shares327.71%2025-09-302025-11-12
COST COSTCO WHSL CORP NEW132.6K shares95.23%2025-09-302025-11-12
BRK.B BERKSHIRE HATHAWAY INC DEL240.3K shares32.69%2025-09-302025-11-12
VUG VANGUARD INDEX FDS226.5K shares1.65%2025-09-302025-11-12
HD HOME DEPOT INC263.9K shares0.64%2025-09-302025-11-12
IGM ISHARES TR842.8K shares1411.12%2025-09-302025-11-12
UBER UBER TECHNOLOGIES INC1.1M shares186.71%2025-09-302025-11-12
JNJ JOHNSON & JOHNSON539.5K shares48.00%2025-09-302025-11-12
VIG VANGUARD SPECIALIZED FUNDS452.8K shares6.16%2025-09-302025-11-12
DGRW WISDOMTREE TR1.1M shares4.91%2025-09-302025-11-12
WMT WALMART INC931.2K shares-4.74%2025-09-302025-11-12
PANW PALO ALTO NETWORKS INC446.0K shares168.17%2025-09-302025-11-12
SYK STRYKER CORPORATION229.4K shares597.94%2025-09-302025-11-12
TSLA TESLA INC187.6K shares63.64%2025-09-302025-11-12
ABBV ABBVIE INC355.2K shares3.82%2025-09-302025-11-12
VTV VANGUARD INDEX FDS407.3K shares19.63%2025-09-302025-11-12
CVX CHEVRON CORP NEW473.2K shares90.32%2025-09-302025-11-12
FLQL FRANKLIN TEMPLETON ETF TR1.1M shares4.49%2025-09-302025-11-12
EMB ISHARES TR745.1K shares971.45%2025-09-302025-11-12
MCD MCDONALDS CORP230.9K shares87.32%2025-09-302025-11-12
ORCL ORACLE CORP239.5K shares-7.25%2025-09-302025-11-12
USMV ISHARES TR704.6K shares0.55%2025-09-302025-11-12
VYM VANGUARD WHITEHALL FDS475.1K shares0.41%2025-09-302025-11-12
BABA ALIBABA GROUP HLDG LTD372.0K shares665.92%2025-09-302025-11-12
VTI VANGUARD INDEX FDS193.4K shares-0.31%2025-09-302025-11-12
POCT INNOVATOR ETFS TRUST1.5M shares18842.09%2025-09-302025-11-12
IWD ISHARES TR307.2K shares6.35%2025-09-302025-11-12
QUAL ISHARES TR319.0K shares-2.03%2025-09-302025-11-12
XLK SELECT SECTOR SPDR TR218.9K shares38.35%2025-09-302025-11-12
NFLX NETFLIX INC51.1K shares7.32%2025-09-302025-11-12
XOM EXXON MOBIL CORP541.7K shares-20.33%2025-09-302025-11-12
CRWD CROWDSTRIKE HLDGS INC122.1K shares198.04%2025-09-302025-11-12
VZ VERIZON COMMUNICATIONS INC1.3M shares58.02%2025-09-302025-11-12
LLY ELI LILLY & CO75.5K shares-3.12%2025-09-302025-11-12
PLTR PALANTIR TECHNOLOGIES INC313.4K shares-27.15%2025-09-302025-11-12
JEPI J P MORGAN EXCHANGE TRADED F984.1K shares4.86%2025-09-302025-11-12
SCHD SCHWAB STRATEGIC TR2.0M shares-0.59%2025-09-302025-11-12
BTC GRAYSCALE BITCOIN MINI TR ET1.1M shares3225.88%2025-09-302025-11-12
VO VANGUARD INDEX FDS181.2K shares6.06%2025-09-302025-11-12
IAU ISHARES GOLD TR706.2K shares35.69%2025-09-302025-11-12
OEF ISHARES TR151.3K shares23.83%2025-09-302025-11-12
VEA VANGUARD TAX-MANAGED FDS824.7K shares2.64%2025-09-302025-11-12
VNQ VANGUARD INDEX FDS539.7K shares284.36%2025-09-302025-11-12
FLOT ISHARES TR956.3K shares517.65%2025-09-302025-11-12
XLE SELECT SECTOR SPDR TR545.2K shares166.84%2025-09-302025-11-12
VHT VANGUARD WORLD FD187.1K shares727.38%2025-09-302025-11-12
CAT CATERPILLAR INC101.0K shares-0.07%2025-09-302025-11-12
PFF ISHARES TR1.5M shares241.60%2025-09-302025-11-12
IWR ISHARES TR486.0K shares0.80%2025-09-302025-11-12
GSLC GOLDMAN SACHS ETF TR353.9K shares-0.57%2025-09-302025-11-12
VGT VANGUARD WORLD FD60.2K shares13.49%2025-09-302025-11-12
MA MASTERCARD INCORPORATED78.8K shares6.94%2025-09-302025-11-12
DGRO ISHARES TR657.9K shares-1.13%2025-09-302025-11-12
RSP INVESCO EXCHANGE TRADED FD T235.1K shares-0.55%2025-09-302025-11-12
ETN EATON CORP PLC118.9K shares-22.42%2025-09-302025-11-12
IBM INTERNATIONAL BUSINESS MACHS155.2K shares5.45%2025-09-302025-11-12
IDU ISHARES TR381.3K shares1234.35%2025-09-302025-11-12
PG PROCTER AND GAMBLE CO267.2K shares-9.23%2025-09-302025-11-12
COWZ PACER FDS TR705.7K shares1.16%2025-09-302025-11-12
IYF ISHARES TR317.0K shares1105.15%2025-09-302025-11-12
BAC BANK AMERICA CORP773.5K shares9.18%2025-09-302025-11-12
USFR WISDOMTREE TR789.9K shares-15.22%2025-09-302025-11-12
CSCO CISCO SYS INC567.1K shares12.85%2025-09-302025-11-12
GEV GE VERNOVA INC63.0K shares66.68%2025-09-302025-11-12
UNH UNITEDHEALTH GROUP INC111.5K shares2.88%2025-09-302025-11-12
SGOV ISHARES TR377.0K shares13.91%2025-09-302025-11-12
RDVY FIRST TR EXCHANGE TRADED FD556.7K shares2.75%2025-09-302025-11-12
DIS DISNEY WALT CO320.0K shares190.24%2025-09-302025-11-12
BIL SPDR SERIES TRUST391.9K shares12.46%2025-09-302025-11-12
HDV ISHARES TR292.2K shares1.75%2025-09-302025-11-12
DIVB ISHARES TR671.8K shares6.59%2025-09-302025-11-12
T AT&T INC1.2M shares4.69%2025-09-302025-11-12
CRM SALESFORCE INC145.8K shares10.15%2025-09-302025-11-12
JEPQ J P MORGAN EXCHANGE TRADED F588.7K shares9.60%2025-09-302025-11-12
QQQM INVESCO EXCH TRADED FD TR II136.0K shares1.35%2025-09-302025-11-12
IYK ISHARES TR485.7K shares661.99%2025-09-302025-11-12
TLH ISHARES TR321.8K shares14.74%2025-09-302025-11-12
CB CHUBB LIMITED116.1K shares-20.89%2025-09-302025-11-12
GS GOLDMAN SACHS GROUP INC40.8K shares9.47%2025-09-302025-11-12
MSI MOTOROLA SOLUTIONS INC70.4K shares-24.15%2025-09-302025-11-12
VWO VANGUARD INTL EQUITY INDEX F590.6K shares3.18%2025-09-302025-11-12
FSLR FIRST SOLAR INC143.8K shares1965.05%2025-09-302025-11-12
DIA SPDR DOW JONES INDL AVERAGE67.9K shares29.15%2025-09-302025-11-12
TJX TJX COS INC NEW215.9K shares-0.01%2025-09-302025-11-12
SDY SPDR SERIES TRUST216.4K shares7.80%2025-09-302025-11-12
DYNF BLACKROCK ETF TRUST508.5K shares47.67%2025-09-302025-11-12
AXP AMERICAN EXPRESS CO90.5K shares17.63%2025-09-302025-11-12
GE GE AEROSPACE98.2K shares2.03%2025-09-302025-11-12
HMOP HARTFORD FDS EXCHANGE TRADED754.7K shares4.66%2025-09-302025-11-12
TT TRANE TECHNOLOGIES PLC69.5K shares-1.67%2025-09-302025-11-12
ADI ANALOG DEVICES INC119.4K shares11.26%2025-09-302025-11-12
IJK ISHARES TR304.0K shares-8.16%2025-09-302025-11-12
RTX RTX CORPORATION173.5K shares2.54%2025-09-302025-11-12
NBIS NEBIUS GROUP N.V.257.5K shares-19.73%2025-09-302025-11-12
MPC MARATHON PETE CORP148.6K shares-20.03%2025-09-302025-11-12
AMAT APPLIED MATLS INC139.5K shares15.22%2025-09-302025-11-12
LMT LOCKHEED MARTIN CORP56.7K shares15.46%2025-09-302025-11-12
KO COCA COLA CO419.1K shares1.22%2025-09-302025-11-12
FTSM FIRST TR EXCHANGE-TRADED FD454.1K shares15.29%2025-09-302025-11-12
UNP UNION PAC CORP114.1K shares-10.15%2025-09-302025-11-12
ALL ALLSTATE CORP125.1K shares5.81%2025-09-302025-11-12
VB VANGUARD INDEX FDS104.2K shares4.80%2025-09-302025-11-12
NEE NEXTERA ENERGY INC344.9K shares-6.85%2025-09-302025-11-12
AMD ADVANCED MICRO DEVICES INC158.2K shares24.91%2025-09-302025-11-12
WIX WIX COM LTD143.7K shares128209.82%2025-09-302025-11-12
XLI SELECT SECTOR SPDR TR163.2K shares5.78%2025-09-302025-11-12
DIVO AMPLIFY ETF TR560.6K shares-37.08%2025-09-302025-11-12
KTOS KRATOS DEFENSE & SEC SOLUTIO271.7K shares195.63%2025-09-302025-11-12
IWP ISHARES TR173.8K shares8.46%2025-09-302025-11-12
LIT GLOBAL X FDS423.5K shares2731.46%2025-09-302025-11-12
IEUR ISHARES TR349.8K shares-19.83%2025-09-302025-11-12
IVE ISHARES TR115.0K shares20.66%2025-09-302025-11-12
MUB ISHARES TR222.5K shares26.31%2025-09-302025-11-12
NOW SERVICENOW INC25.7K shares-0.99%2025-09-302025-11-12
ADP AUTOMATIC DATA PROCESSING IN80.7K shares6.68%2025-09-302025-11-12
PAAA PGIM ETF TR459.4K shares142.49%2025-09-302025-11-12
TSM TAIWAN SEMICONDUCTOR MFG LTD83.4K shares-2.24%2025-09-302025-11-12
BLK BLACKROCK INC19.6K shares6.11%2025-09-302025-11-12
MDT MEDTRONIC PLC240.4K shares-10.29%2025-09-302025-11-12
VCIT VANGUARD SCOTTSDALE FDS271.2K shares2.28%2025-09-302025-11-12
BKNG BOOKING HOLDINGS INC4.2K shares11.35%2025-09-302025-11-12
DUK DUKE ENERGY CORP NEW183.2K shares8.52%2025-09-302025-11-12
GXC SPDR INDEX SHS FDS213.8K shares2332.07%2025-09-302025-11-12
VBK VANGUARD INDEX FDS75.4K shares45.93%2025-09-302025-11-12
ABT ABBOTT LABS166.2K shares16.59%2025-09-302025-11-12
AMGN AMGEN INC78.0K shares3.31%2025-09-302025-11-12
APD AIR PRODS & CHEMS INC80.6K shares-16.25%2025-09-302025-11-12
AXON AXON ENTERPRISE INC30.3K shares86.87%2025-09-302025-11-12
MRK MERCK & CO INC259.5K shares-18.25%2025-09-302025-11-12
DDWM WISDOMTREE TR517.5K shares6.36%2025-09-302025-11-12
PM PHILIP MORRIS INTL INC132.4K shares8.23%2025-09-302025-11-12
FTEC FIDELITY COVINGTON TRUST96.2K shares11.72%2025-09-302025-11-12
CMF ISHARES TR373.9K shares1215.61%2025-09-302025-11-12
PEP PEPSICO INC151.5K shares2.92%2025-09-302025-11-12
SPHQ INVESCO EXCHANGE TRADED FD T285.8K shares9.33%2025-09-302025-11-12
SDVD FIRST TR EXCH TRADED FD III954.5K shares8.13%2025-09-302025-11-12
MOAT VANECK ETF TRUST207.4K shares2.88%2025-09-302025-11-12
TMUS T-MOBILE US INC85.8K shares3.29%2025-09-302025-11-12
EFA ISHARES TR218.7K shares16.16%2025-09-302025-11-12
BA BOEING CO94.2K shares19.79%2025-09-302025-11-12
SPGI S&P GLOBAL INC41.5K shares4.14%2025-09-302025-11-12
BSV VANGUARD BD INDEX FDS252.6K shares6.04%2025-09-302025-11-12
BND VANGUARD BD INDEX FDS265.4K shares4.21%2025-09-302025-11-12
MELI MERCADOLIBRE INC8.4K shares5.59%2025-09-302025-11-12
SPTS SPDR SERIES TRUST654.0K shares11.69%2025-09-302025-11-12
VOT VANGUARD INDEX FDS65.2K shares36.67%2025-09-302025-11-12
CMCSA COMCAST CORP NEW601.6K shares-3.56%2025-09-302025-11-12
ANET ARISTA NETWORKS INC129.5K shares159.90%2025-09-302025-11-12
SDVY FIRST TR EXCHANGE-TRADED FD494.6K shares-1.56%2025-09-302025-11-12
LOW LOWES COS INC73.8K shares-0.20%2025-09-302025-11-12
XLF SELECT SECTOR SPDR TR341.4K shares14.00%2025-09-302025-11-12
CEG CONSTELLATION ENERGY CORP55.5K shares3.83%2025-09-302025-11-12
XLY SELECT SECTOR SPDR TR76.1K shares17.18%2025-09-302025-11-12
LIN LINDE PLC37.4K shares-2.55%2025-09-302025-11-12
SCHW SCHWAB CHARLES CORP184.4K shares4.23%2025-09-302025-11-12
FPE FIRST TR EXCH TRADED FD III964.5K shares4.12%2025-09-302025-11-12
IGSB ISHARES TR328.5K shares0.22%2025-09-302025-11-12
BKDV BNY MELLON ETF TRUST II625.8K shares71.07%2025-09-302025-11-12
ORLY OREILLY AUTOMOTIVE INC161.1K shares-5.83%2025-09-302025-11-12
ESGD ISHARES TR186.5K shares8.35%2025-09-302025-11-12
SMH VANECK ETF TRUST53.0K shares6.57%2025-09-302025-11-12
GD GENERAL DYNAMICS CORP50.5K shares16.13%2025-09-302025-11-12
HON HONEYWELL INTL INC81.7K shares0.98%2025-09-302025-11-12
BX BLACKSTONE INC100.0K shares16.53%2025-09-302025-11-12
ONEQ FIDELITY COMWLTH TR191.3K shares1.28%2025-09-302025-11-12
IWS ISHARES TR121.5K shares-1.33%2025-09-302025-11-12
SO SOUTHERN CO176.1K shares4.38%2025-09-302025-11-12
DLN WISDOMTREE TR190.9K shares-0.30%2025-09-302025-11-12
QCOM QUALCOMM INC98.0K shares5.81%2025-09-302025-11-12
MS MORGAN STANLEY99.3K shares4.47%2025-09-302025-11-12
COR CENCORA INC50.0K shares-1.22%2025-09-302025-11-12
ITA ISHARES TR74.6K shares32.72%2025-09-302025-11-12
APH AMPHENOL CORP NEW125.6K shares-2.39%2025-09-302025-11-12
CME CME GROUP INC57.3K shares-25.43%2025-09-302025-11-12
PRF INVESCO EXCHANGE TRADED FD T341.6K shares-0.60%2025-09-302025-11-12
VBR VANGUARD INDEX FDS73.9K shares-2.85%2025-09-302025-11-12
VIS VANGUARD WORLD FD51.8K shares81.97%2025-09-302025-11-12
EFV ISHARES TR225.3K shares-12.78%2025-09-302025-11-12
WFC WELLS FARGO CO NEW181.5K shares12.60%2025-09-302025-11-12
ASML ASML HOLDING N V15.7K shares3.04%2025-09-302025-11-12
FV FIRST TR EXCHANGE TRADED FD245.3K shares-4.18%2025-09-302025-11-12
JCI JOHNSON CTLS INTL PLC137.1K shares-21.98%2025-09-302025-11-12
TBIL RBB FD INC300.1K shares1.65%2025-09-302025-11-12
PSX PHILLIPS 66105.9K shares-2.13%2025-09-302025-11-12
FVD FIRST TR EXCHANGE-TRADED FD310.5K shares-1.83%2025-09-302025-11-12
CMI CUMMINS INC33.8K shares8.28%2025-09-302025-11-12
XLV SELECT SECTOR SPDR TR101.8K shares0.80%2025-09-302025-11-12
AEP AMERICAN ELEC PWR CO INC125.8K shares38.20%2025-09-302025-11-12
IWO ISHARES TR44.1K shares0.11%2025-09-302025-11-12
ICE INTERCONTINENTAL EXCHANGE IN83.3K shares-6.24%2025-09-302025-11-12
IJJ ISHARES TR106.3K shares-0.11%2025-09-302025-11-12
IWM ISHARES TR56.8K shares-7.86%2025-09-302025-11-12
XLC SELECT SECTOR SPDR TR116.1K shares5.09%2025-09-302025-11-12
NANR SPDR INDEX SHS FDS212.7K shares76.32%2025-09-302025-11-12
SBUX STARBUCKS CORP161.8K shares7.13%2025-09-302025-11-12
MTUM ISHARES TR53.4K shares7.05%2025-09-302025-11-12
XLU SELECT SECTOR SPDR TR156.2K shares6.45%2025-09-302025-11-12
COP CONOCOPHILLIPS143.1K shares8.73%2025-09-302025-11-12
CGGR CAPITAL GROUP GROWTH ETF307.4K shares-21.54%2025-09-302025-11-12
USIG ISHARES TR256.8K shares1.69%2025-09-302025-11-12
MDY SPDR S&P MIDCAP 400 ETF TR22.4K shares-9.96%2025-09-302025-11-12
BUFR FIRST TR EXCHNG TRADED FD VI396.9K shares-2.56%2025-09-302025-11-12
TXN TEXAS INSTRS INC71.8K shares-3.15%2025-09-302025-11-12
SLV ISHARES SILVER TR311.0K shares-3.92%2025-09-302025-11-12
PVAL PUTNAM ETF TRUST308.1K shares12.22%2025-09-302025-11-12
EWG ISHARES INC314.2K shares-3.95%2025-09-302025-11-12
IYW ISHARES TR66.3K shares-32.62%2025-09-302025-11-12
TLT ISHARES TR144.7K shares5.34%2025-09-302025-11-12
PFFD GLOBAL X FDS660.4K shares3.90%2025-09-302025-11-12
CGCB CAPITAL GRP FIXED INCM ETF T481.5K shares5301.36%2025-09-302025-11-12
O REALTY INCOME CORP210.1K shares-19.08%2025-09-302025-11-12
CALF PACER FDS TR291.3K shares1.36%2025-09-302025-11-12
CTAS CINTAS CORP61.7K shares-14.48%2025-09-302025-11-12
TOTL SSGA ACTIVE ETF TR311.8K shares10.70%2025-09-302025-11-12
IEF ISHARES TR130.6K shares0.67%2025-09-302025-11-12
NXPI NXP SEMICONDUCTORS N V55.3K shares-1.68%2025-09-302025-11-12
DVY ISHARES TR88.2K shares-2.76%2025-09-302025-11-12
IQV IQVIA HLDGS INC65.5K shares0.95%2025-09-302025-11-12
BAI BLACKROCK ETF TRUST363.3K shares364.97%2025-09-302025-11-12
SHV ISHARES TR111.9K shares-41.03%2025-09-302025-11-12
FI FISERV INC94.8K shares-17.70%2025-09-302025-11-12
DRI DARDEN RESTAURANTS INC64.1K shares-71.00%2025-09-302025-11-12
CRWV COREWEAVE INC86.5K shares5818.33%2025-09-302025-11-12
LHX L3HARRIS TECHNOLOGIES INC38.7K shares-3.24%2025-09-302025-11-12
IDEV ISHARES TR147.3K shares0.16%2025-09-302025-11-12
KLAC KLA CORP10.9K shares81.33%2025-09-302025-11-12
LRCX LAM RESEARCH CORP87.3K shares-4.60%2025-09-302025-11-12
VXF VANGUARD INDEX FDS55.8K shares4.53%2025-09-302025-11-12
MGK VANGUARD WORLD FD28.8K shares-8.13%2025-09-302025-11-12
AZO AUTOZONE INC2.7K shares3.58%2025-09-302025-11-12
COWG PACER FDS TR317.7K shares6.85%2025-09-302025-11-12
MU MICRON TECHNOLOGY INC68.5K shares29.58%2025-09-302025-11-12
EMR EMERSON ELEC CO87.4K shares-1.21%2025-09-302025-11-12
FLJP FRANKLIN TEMPLETON ETF TR331.7K shares5.92%2025-09-302025-11-12
LMBS FIRST TR EXCHANGE-TRADED FD228.8K shares54.12%2025-09-302025-11-12
IGIB ISHARES TR210.5K shares5.27%2025-09-302025-11-12
FLCV FEDERATED HERMES ETF TRUST372.9K shares24.30%2025-09-302025-11-12
AIRR FIRST TR EXCHANGE TRADED FD116.5K shares-0.89%2025-09-302025-11-12
PTNQ PACER FDS TR145.2K shares0.64%2025-09-302025-11-12
ACN ACCENTURE PLC IRELAND45.2K shares2.66%2025-09-302025-11-12
SPMO INVESCO EXCH TRADED FD TR II91.3K shares39.42%2025-09-302025-11-12
AFL AFLAC INC98.1K shares2.65%2025-09-302025-11-12
VXUS VANGUARD STAR FDS146.1K shares5.23%2025-09-302025-11-12
AVUV AMERICAN CENTY ETF TR107.7K shares52.23%2025-09-302025-11-12
VRTX VERTEX PHARMACEUTICALS INC27.4K shares-34.15%2025-09-302025-11-12
SOXX ISHARES TR39.4K shares7.69%2025-09-302025-11-12
KNG FIRST TR EXCHANGE-TRADED FD214.7K shares-0.93%2025-09-302025-11-12
ADBE ADOBE INC30.0K shares-62.23%2025-09-302025-11-12
LVHI LEGG MASON ETF INVT299.2K shares1.10%2025-09-302025-11-12
PDYN PALLADYNE AI CORP1.2M sharesnew addition2025-09-302025-11-12
PH PARKER-HANNIFIN CORP13.7K shares-0.72%2025-09-302025-11-12
GCOW PACER FDS TR261.1K shares6.04%2025-09-302025-11-12
JAAA JANUS DETROIT STR TR202.9K shares-29.18%2025-09-302025-11-12
DFSD DIMENSIONAL ETF TRUST213.5K shares12.95%2025-09-302025-11-12
TUSI TOUCHSTONE ETF TRUST404.9K shares45.99%2025-09-302025-11-12
ARCC ARES CAPITAL CORP497.7K shares0.38%2025-09-302025-11-12
GOVT ISHARES TR437.4K shares2.86%2025-09-302025-11-12
IBTI ISHARES TR451.2K shares3.52%2025-09-302025-11-12
CGGO CAPITAL GROUP GBL GROWTH EQT293.6K shares-1.25%2025-09-302025-11-12
MDLZ MONDELEZ INTL INC160.5K shares1.17%2025-09-302025-11-12
BINC BLACKROCK ETF TRUST II185.1K shares26.37%2025-09-302025-11-12
FTCS FIRST TR EXCHANGE-TRADED FD104.4K shares4.09%2025-09-302025-11-12
NRG NRG ENERGY INC60.2K shares-19.15%2025-09-302025-11-12
TMO THERMO FISHER SCIENTIFIC INC20.0K shares-10.01%2025-09-302025-11-12
EPOL ISHARES TR300.6K shares-2.33%2025-09-302025-11-12
PFE PFIZER INC379.3K shares2.83%2025-09-302025-11-12
JCPB J P MORGAN EXCHANGE TRADED F202.6K shares3.81%2025-09-302025-11-12
CIBR FIRST TR EXCHANGE TRADED FD126.4K shares27.63%2025-09-302025-11-12
VRT VERTIV HOLDINGS CO63.7K shares118.84%2025-09-302025-11-12
DE DEERE & CO21.0K shares0.21%2025-09-302025-11-12
D DOMINION ENERGY INC156.2K shares2.04%2025-09-302025-11-12
AAOI APPLIED OPTOELECTRONICS INC367.7K sharesnew addition2025-09-302025-11-12
TDG TRANSDIGM GROUP INC7.2K shares-8.78%2025-09-302025-11-12
C CITIGROUP INC92.9K shares13.08%2025-09-302025-11-12
VGIT VANGUARD SCOTTSDALE FDS157.0K shares33.13%2025-09-302025-11-12
EDIV SPDR INDEX SHS FDS242.5K shares5.87%2025-09-302025-11-12
VIOG VANGUARD ADMIRAL FDS INC77.2K shares114.02%2025-09-302025-11-12
GLW CORNING INC114.3K shares18.08%2025-09-302025-11-12
IJT ISHARES TR66.0K shares-1.64%2025-09-302025-11-12
LQD ISHARES TR83.7K shares57.53%2025-09-302025-11-12
ISPY PROSHARES TR206.7K shares0.07%2025-09-302025-11-12
IDV ISHARES TR254.5K shares3.99%2025-09-302025-11-12
PEG PUBLIC SVC ENTERPRISE GRP IN109.3K shares-12.33%2025-09-302025-11-12
MO ALTRIA GROUP INC137.7K shares-4.95%2025-09-302025-11-12
MMC MARSH & MCLENNAN COS INC45.0K shares6.77%2025-09-302025-11-12
OAKM HARRIS OAKMARK ETF TRUST337.2K shares18.68%2025-09-302025-11-12
APO APOLLO GLOBAL MGMT INC67.5K shares-14.90%2025-09-302025-11-12
FANG DIAMONDBACK ENERGY INC62.5K shares-4.92%2025-09-302025-11-12
SHLD GLOBAL X FDS126.6K shares76.35%2025-09-302025-11-12
PTLC PACER FDS TR162.2K shares-0.35%2025-09-302025-11-12
MBB ISHARES TR93.3K shares27.97%2025-09-302025-11-12
NKE NIKE INC127.1K shares13.36%2025-09-302025-11-12
MINT PIMCO ETF TR88.0K shares-7.77%2025-09-302025-11-12
FSMD FIDELITY COVINGTON TRUST200.4K shares-0.63%2025-09-302025-11-12
CDNS CADENCE DESIGN SYSTEM INC24.9K shares2.96%2025-09-302025-11-12
WMB WILLIAMS COS INC136.0K shares-7.68%2025-09-302025-11-12
PFFA ETFIS SER TR I396.4K shares2.67%2025-09-302025-11-12
CTRE CARETRUST REIT INC247.7K shares0.49%2025-09-302025-11-12
PHYS SPROTT ASSET MANAGEMENT LP288.3K shares2.26%2025-09-302025-11-12
FIS FIDELITY NATL INFORMATION SV129.4K shares-20.55%2025-09-302025-11-12
DLR DIGITAL RLTY TR INC49.3K shares10.84%2025-09-302025-11-12
BK BANK NEW YORK MELLON CORP78.2K shares27.73%2025-09-302025-11-12
ETR ENTERGY CORP NEW91.2K shares120.54%2025-09-302025-11-12
CGDV CAPITAL GROUP DIVIDEND VALUE200.7K shares19.78%2025-09-302025-11-12
SSUS STRATEGY SHS173.9K shares0.14%2025-09-302025-11-12
CWB SPDR SERIES TRUST92.7K shares1.08%2025-09-302025-11-12
SHOP SHOPIFY INC56.4K shares9.37%2025-09-302025-11-12
USHY ISHARES TR220.6K shares-1.14%2025-09-302025-11-12
PPA INVESCO EXCHANGE TRADED FD T53.4K shares0.03%2025-09-302025-11-12
CGHM CAPITAL GRP FIXED INCM ETF T327.3K shares692.34%2025-09-302025-11-12
VTEB VANGUARD MUN BD FDS164.8K shares-8.89%2025-09-302025-11-12
GDX VANECK ETF TRUST106.9K shares-1.11%2025-09-302025-11-12
VTIP VANGUARD MALVERN FDS161.3K shares2.82%2025-09-302025-11-12
GDV GABELLI DIVID & INCOME TR300.9K shares0.71%2025-09-302025-11-12
JBL JABIL INC37.4K shares-10.35%2025-09-302025-11-12
VKTX VIKING THERAPEUTICS INC308.2K shares13.99%2025-09-302025-11-12
EZM WISDOMTREE TR122.5K shares2.54%2025-09-302025-11-12
VIGI VANGUARD WHITEHALL FDS90.0K shares11.51%2025-09-302025-11-12
IGE ISHARES TR164.1K shares-0.77%2025-09-302025-11-12
PTY PIMCO CORPORATE & INCOME OPP556.1K shares66.72%2025-09-302025-11-12
IBTH ISHARES TR356.1K shares2.90%2025-09-302025-11-12
CRDO CREDO TECHNOLOGY GROUP HOLDI55.1K shares-16.60%2025-09-302025-11-12
ARES ARES MANAGEMENT CORPORATION50.1K shares-7.53%2025-09-302025-11-12
IJS ISHARES TR72.2K shares-0.74%2025-09-302025-11-12
WM WASTE MGMT INC DEL36.1K shares-2.50%2025-09-302025-11-12
ALAB ASTERA LABS INC40.7K shares31236.15%2025-09-302025-11-12
AMLP ALPS ETF TR169.8K shares-6.02%2025-09-302025-11-12
CMG CHIPOTLE MEXICAN GRILL INC202.8K shares-1.38%2025-09-302025-11-12
EPD ENTERPRISE PRODS PARTNERS L254.0K shares-26.70%2025-09-302025-11-12
PAVE GLOBAL X FDS166.5K shares1.00%2025-09-302025-11-12
IBKR INTERACTIVE BROKERS GROUP IN114.7K shares-13.83%2025-09-302025-11-12
ELV ELEVANCE HEALTH INC FORMERLY24.4K shares10.78%2025-09-302025-11-12
CARR CARRIER GLOBAL CORPORATION131.8K shares-12.05%2025-09-302025-11-12
GILD GILEAD SCIENCES INC70.9K shares45.27%2025-09-302025-11-12
UPS UNITED PARCEL SERVICE INC93.3K shares50.36%2025-09-302025-11-12
FDL FIRST TR EXCHANGE-TRADED FD177.3K shares-2.29%2025-09-302025-11-12
IHDG WISDOMTREE TR164.2K shares4.46%2025-09-302025-11-12
TDIV FIRST TR EXCHANGE TRADED FD76.5K shares1.63%2025-09-302025-11-12
IMCG ISHARES TR91.0K shares-3.92%2025-09-302025-11-12
STE STERIS PLC30.1K shares-13.33%2025-09-302025-11-12
VLUE ISHARES TR59.5K shares-2.59%2025-09-302025-11-12
OKE ONEOK INC NEW101.9K shares0.96%2025-09-302025-11-12
ITW ILLINOIS TOOL WKS INC28.3K shares-2.50%2025-09-302025-11-12
COF CAPITAL ONE FINL CORP34.6K shares4.84%2025-09-302025-11-12
SPOT SPOTIFY TECHNOLOGY S A10.5K shares700.15%2025-09-302025-11-12
IQQQ PROSHARES TR166.0K shares3.71%2025-09-302025-11-12
HPE HEWLETT PACKARD ENTERPRISE C296.8K shares0.31%2025-09-302025-11-12
FAUG FIRST TR EXCHNG TRADED FD VI139.9K shares310.97%2025-09-302025-11-12
LCF TOUCHSTONE ETF TRUST174.9K shares6.22%2025-09-302025-11-12
FLRN SPDR SERIES TRUST234.4K shares3.87%2025-09-302025-11-12
ISRG INTUITIVE SURGICAL INC16.2K shares-4.95%2025-09-302025-11-12
IYH ISHARES TR122.5K shares4.07%2025-09-302025-11-12
BST BLACKROCK SCIENCE & TECHNOLO173.5K shares2.55%2025-09-302025-11-12
TPR TAPESTRY INC63.2K shares-33.44%2025-09-302025-11-12
GPN GLOBAL PMTS INC85.9K shares31.21%2025-09-302025-11-12
NOC NORTHROP GRUMMAN CORP11.7K shares5.59%2025-09-302025-11-12
SPYM SPDR SERIES TRUST90.8K shares-27.13%2025-09-302025-11-12
FHLC FIDELITY COVINGTON TRUST106.1K shares40.41%2025-09-302025-11-12
UCON FIRST TR EXCHNG TRADED FD VI280.8K shares1.93%2025-09-302025-11-12
FDV FEDERATED HERMES ETF TRUST245.7K shares13.61%2025-09-302025-11-12
BDX BECTON DICKINSON & CO37.3K shares28.61%2025-09-302025-11-12
PGR PROGRESSIVE CORP28.1K shares-4.08%2025-09-302025-11-12
CGIC CAPITAL GROUP INTERNATIONAL224.5K shares1225.38%2025-09-302025-11-12
SFLR INNOVATOR ETFS TRUST191.8K shares-27.59%2025-09-302025-11-12
GFF GRIFFON CORP90.6K shares10.09%2025-09-302025-11-12
MMTM SPDR SERIES TRUST23.9K shares0.97%2025-09-302025-11-12
EHC ENCOMPASS HEALTH CORP53.6K shares-6.57%2025-09-302025-11-12
VUSB VANGUARD BD INDEX FDS136.0K shares27.01%2025-09-302025-11-12
BRK.A BERKSHIRE HATHAWAY INC DEL9 shares0.00%2025-09-302025-11-12
IBTG ISHARES TR294.1K shares5.61%2025-09-302025-11-12
VST VISTRA CORP34.4K shares16.42%2025-09-302025-11-12
NVS NOVARTIS AG52.5K shares11.18%2025-09-302025-11-12
SCHG SCHWAB STRATEGIC TR210.4K shares6.29%2025-09-302025-11-12
BWXT BWX TECHNOLOGIES INC36.3K shares0.50%2025-09-302025-11-12
BXSL BLACKSTONE SECD LENDING FD256.5K shares4.58%2025-09-302025-11-12
VDC VANGUARD WORLD FD31.1K shares43.10%2025-09-302025-11-12
EW EDWARDS LIFESCIENCES CORP84.9K shares-3.16%2025-09-302025-11-12
NBSD NEUBERGER BERMAN ETF TRUST129.0K shares15.27%2025-09-302025-11-12
OWL BLUE OWL CAPITAL INC389.8K shares4.55%2025-09-302025-11-12
KMI KINDER MORGAN INC DEL231.4K shares22.24%2025-09-302025-11-12
HOOD ROBINHOOD MKTS INC45.6K shares62.23%2025-09-302025-11-12
NLR VANECK ETF TRUST47.9K shares53.40%2025-09-302025-11-12
BBY BEST BUY INC85.7K shares-30.73%2025-09-302025-11-12
ONEY SPDR SERIES TRUST57.0K shares7.42%2025-09-302025-11-12
INTU INTUIT9.4K shares14.75%2025-09-302025-11-12
IBIT ISHARES BITCOIN TRUST ETF98.8K shares230.01%2025-09-302025-11-12
KKR KKR & CO INC49.4K shares7.53%2025-09-302025-11-12
PWR QUANTA SVCS INC15.3K shares12.57%2025-09-302025-11-12
MMM 3M CO40.9K shares12.78%2025-09-302025-11-12
NSC NORFOLK SOUTHN CORP21.1K shares3.98%2025-09-302025-11-12
DFIV DIMENSIONAL ETF TRUST136.6K shares2.55%2025-09-302025-11-12
ADSK AUTODESK INC19.8K shares9.67%2025-09-302025-11-12
CL COLGATE PALMOLIVE CO78.5K shares22.17%2025-09-302025-11-12
BSJS INVESCO EXCH TRD SLF IDX FD283.4K shares-7.70%2025-09-302025-11-12
JOBY JOBY AVIATION INC384.9K shares1906.91%2025-09-302025-11-12
BAR GRANITESHARES GOLD TR162.0K shares1.85%2025-09-302025-11-12
FDN FIRST TR EXCHANGE-TRADED FD21.9K shares16.62%2025-09-302025-11-12
XLP SELECT SECTOR SPDR TR78.0K shares-18.27%2025-09-302025-11-12
SCHP SCHWAB STRATEGIC TR224.4K shares0.78%2025-09-302025-11-12
CGCV CAPITAL GROUP CONSERVATIVE E200.8K shares2464.34%2025-09-302025-11-12
URI UNITED RENTALS INC6.3K shares-2.55%2025-09-302025-11-12
VT VANGUARD INTL EQUITY INDEX F43.4K shares23.52%2025-09-302025-11-12
SNPS SYNOPSYS INC12.1K shares-1.08%2025-09-302025-11-12
VLO VALERO ENERGY CORP35.0K shares1.62%2025-09-302025-11-12
KMB KIMBERLY-CLARK CORP47.9K shares-0.48%2025-09-302025-11-12
ECL ECOLAB INC21.7K shares4.68%2025-09-302025-11-12
BMY BRISTOL-MYERS SQUIBB CO130.3K shares-13.11%2025-09-302025-11-12
IAI ISHARES TR33.2K shares16.34%2025-09-302025-11-12
UWMC UWM HOLDINGS CORPORATION963.7K shares0.00%2025-09-302025-11-12
THRO BLACKROCK ETF TRUST154.9K shares372.24%2025-09-302025-11-12
AMT AMERICAN TOWER CORP NEW30.5K shares-0.59%2025-09-302025-11-12
ITOT ISHARES TR40.1K shares0.82%2025-09-302025-11-12
STLD STEEL DYNAMICS INC41.8K shares12.50%2025-09-302025-11-12
PAYX PAYCHEX INC45.5K shares2.85%2025-09-302025-11-12
SPYG SPDR SERIES TRUST55.0K shares15.38%2025-09-302025-11-12
TRV TRAVELERS COMPANIES INC20.5K shares0.58%2025-09-302025-11-12
NVO NOVO-NORDISK A S102.9K shares-25.54%2025-09-302025-11-12
XLG INVESCO EXCHANGE TRADED FD T99.2K shares31.78%2025-09-302025-11-12
ZROZ PIMCO ETF TR83.9K shares4.03%2025-09-302025-11-12
ILCG ISHARES TR54.5K shares0.61%2025-09-302025-11-12
VEU VANGUARD INTL EQUITY INDEX F79.0K shares20.20%2025-09-302025-11-12
ZTS ZOETIS INC38.0K shares-24.62%2025-09-302025-11-12
PJAN INNOVATOR ETFS TRUST121.5K shares-0.40%2025-09-302025-11-12
PRFZ INVESCO EXCHANGE TRADED FD T122.1K shares-2.75%2025-09-302025-11-12
FLXR TCW ETF TRUST139.0K shares53.97%2025-09-302025-11-12
QMAG FIRST TR EXCHNG TRADED FD VI237.5K shares10496.34%2025-09-302025-11-12
MKL MARKEL GROUP INC2.9K shares7.09%2025-09-302025-11-12
MCK MCKESSON CORP7.0K shares12.92%2025-09-302025-11-12
CGW INVESCO EXCH TRADED FD TR II83.9K shares0.85%2025-09-302025-11-12
PRU PRUDENTIAL FINL INC51.5K shares13.70%2025-09-302025-11-12
BSX BOSTON SCIENTIFIC CORP54.6K shares9.40%2025-09-302025-11-12
CGXU CAPITAL GROUP INTL FOCUS EQT180.0K shares7.52%2025-09-302025-11-12
UL UNILEVER PLC89.7K shares8.00%2025-09-302025-11-12
SMLF ISHARES TR71.3K shares0.63%2025-09-302025-11-12
MAR MARRIOTT INTL INC NEW20.2K shares0.80%2025-09-302025-11-12
EFAA INVESCO ACTIVELY MANAGED EXC99.6K shares483.11%2025-09-302025-11-12
ISTB ISHARES TR107.2K shares-0.94%2025-09-302025-11-12
DGS WISDOMTREE TR91.6K shares-4.00%2025-09-302025-11-12
PSLV SPROTT ASSET MANAGEMENT LP331.8K shares0.22%2025-09-302025-11-12
KR KROGER CO77.2K shares19.27%2025-09-302025-11-12
INTC INTEL CORP153.5K shares40.90%2025-09-302025-11-12
BJAN INNOVATOR ETFS TRUST97.1K shares-0.14%2025-09-302025-11-12
DXCM DEXCOM INC75.6K shares-1.40%2025-09-302025-11-12
SJNK SPDR SERIES TRUST198.4K shares-4.97%2025-09-302025-11-12
BIZD VANECK ETF TRUST337.7K shares-3.96%2025-09-302025-11-12
ACWI ISHARES TR36.4K shares1.25%2025-09-302025-11-12
ANGL VANECK ETF TRUST168.7K shares17.39%2025-09-302025-11-12
FLBL FRANKLIN TEMPLETON ETF TR208.1K shares3.38%2025-09-302025-11-12
RSG REPUBLIC SVCS INC21.8K shares20.59%2025-09-302025-11-12
COPX GLOBAL X FDS83.0K shares-7.61%2025-09-302025-11-12
SNX TD SYNNEX CORPORATION30.2K shares-2.86%2025-09-302025-11-12
EMO CLEARBRIDGE ENERGY MIDSTRM O109.3K shares-3.76%2025-09-302025-11-12
IBB ISHARES TR33.9K shares17.07%2025-09-302025-11-12
PFXF VANECK ETF TRUST275.7K shares-0.87%2025-09-302025-11-12
EFG ISHARES TR42.9K shares-49.27%2025-09-302025-11-12
EMLC VANECK ETF TRUST189.9K shares1.79%2025-09-302025-11-12
SPTL SPDR SERIES TRUST179.0K shares9.58%2025-09-302025-11-12
IYJ ISHARES TR32.8K shares6.20%2025-09-302025-11-12
FNCL FIDELITY COVINGTON TRUST62.6K shares10.17%2025-09-302025-11-12
BAM BROOKFIELD ASSET MANAGMT LTD83.8K shares-12.10%2025-09-302025-11-12
DFAC DIMENSIONAL ETF TRUST123.1K shares12.90%2025-09-302025-11-12
SRLN SSGA ACTIVE ETF TR113.9K shares7.34%2025-09-302025-11-12
TTWO TAKE-TWO INTERACTIVE SOFTWAR18.1K shares1.14%2025-09-302025-11-12
ETV EATON VANCE TAX-MANAGED BUY-326.4K shares17.68%2025-09-302025-11-12
ESGE ISHARES INC105.7K shares19.07%2025-09-302025-11-12
IEI ISHARES TR38.3K shares143.38%2025-09-302025-11-12
EL LAUDER ESTEE COS INC51.9K shares-13.39%2025-09-302025-11-12
PLD PROLOGIS INC.39.9K shares19.24%2025-09-302025-11-12
ET ENERGY TRANSFER L P266.1K shares-33.43%2025-09-302025-11-12
SHW SHERWIN WILLIAMS CO13.1K shares-4.17%2025-09-302025-11-12
GQI NATIXIS ETF TR80.4K shares7.42%2025-09-302025-11-12
CVS CVS HEALTH CORP59.7K shares-0.02%2025-09-302025-11-12
MSTR STRATEGY INC13.8K shares0.83%2025-09-302025-11-12
OBDC BLUE OWL CAPITAL CORPORATION349.0K shares4.76%2025-09-302025-11-12
STWD STARWOOD PPTY TR INC230.0K shares0.16%2025-09-302025-11-12
ETG EATON VANCE TX ADV GLBL DIV209.2K shares21.78%2025-09-302025-11-12
HEFA ISHARES TR111.1K shares4.45%2025-09-302025-11-12
HSY HERSHEY CO23.5K shares37.27%2025-09-302025-11-12
Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available