The Analysis of Summit Financial, LLC's Holdings
Currently, Summit Financial, LLC holds 1238 types of securities in its portfolio with a total value $6.6B. In the most recent quarter, they have increased their positions in QQQM (+349.7K shares, valued at $86.4M), JBND (+1.3M shares, valued at $70.5M), PLTR (+343.1K shares, valued at $62.6M); decreased their positions in NEAR (-349.1K shares, valued at $17.9M), BND (-215.6K shares, valued at $16.0M), BIL (-138.8K shares, valued at $12.7M); initiated new positions in QQQM (+349.7K shares, valued at $86.4M), JBND (+1.3M shares, valued at $70.5M), PLTR (+343.1K shares, valued at $62.6M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS1.6M shares-0.34%2025-09-302025-11-14
VEU VANGUARD INTL EQUITY INDEX F3.3M shares-4.61%2025-09-302025-11-14 IVV ISHARES TR235.3K shares26.07%2025-09-302025-11-14 AAPL APPLE INC543.8K shares7.15%2025-09-302025-11-14 NVDA NVIDIA CORPORATION643.0K shares6.66%2025-09-302025-11-14 MSFT MICROSOFT CORP217.7K shares17.39%2025-09-302025-11-14 VUG VANGUARD INDEX FDS232.6K shares-2.20%2025-09-302025-11-14 SPY SPDR S&P 500 ETF TR145.0K shares1.44%2025-09-302025-11-14 VOO VANGUARD INDEX FDS152.6K shares10.79%2025-09-302025-11-14 VTV VANGUARD INDEX FDS471.9K shares10.95%2025-09-302025-11-14 QQQM INVESCO EXCH TRADED FD TR II349.7K sharesnew addition2025-09-302025-11-14 BRK.B BERKSHIRE HATHAWAY INC DEL160.3K shares-0.58%2025-09-302025-11-14 AMZN AMAZON COM INC361.4K shares17.17%2025-09-302025-11-14 JBND J P MORGAN EXCHANGE TRADED F1.3M sharesnew addition2025-09-302025-11-14 QQQ INVESCO QQQ TR111.8K shares-5.19%2025-09-302025-11-14 PLTR PALANTIR TECHNOLOGIES INC343.1K sharesnew addition2025-09-302025-11-14 JPM JPMORGAN CHASE & CO.188.0K shares12.76%2025-09-302025-11-14 PYLD PIMCO ETF TR2.2M sharesnew addition2025-09-302025-11-14 IBDY ISHARES TR1.9M sharesnew addition2025-09-302025-11-14 META META PLATFORMS INC64.1K shares5.49%2025-09-302025-11-14 IEFA ISHARES TR516.3K shares13.54%2025-09-302025-11-14 TSLA TESLA INC96.3K shares123.11%2025-09-302025-11-14 VEA VANGUARD TAX-MANAGED FDS692.6K shares6.53%2025-09-302025-11-14 TLT ISHARES TR454.3K shares-8.79%2025-09-302025-11-14 VBR VANGUARD INDEX FDS194.3K shares-4.43%2025-09-302025-11-14 IBDX ISHARES TR1.4M sharesnew addition2025-09-302025-11-14 IBDW ISHARES TR1.7M sharesnew addition2025-09-302025-11-14 WPM WHEATON PRECIOUS METALS CORP323.0K shares11.11%2025-09-302025-11-14 AVGO BROADCOM INC106.6K shares3.33%2025-09-302025-11-14 IBDV ISHARES TR1.6M sharesnew addition2025-09-302025-11-14 RSP INVESCO EXCHANGE TRADED FD T177.3K shares3.76%2025-09-302025-11-14 XLU SELECT SECTOR SPDR TR382.9K shares6.73%2025-09-302025-11-14 EFAV ISHARES TR361.9K shares3.80%2025-09-302025-11-14 VOE VANGUARD INDEX FDS165.8K shares-26.97%2025-09-302025-11-14 AGG ISHARES TR287.9K shares19.40%2025-09-302025-11-14 IJH ISHARES TR440.2K shares14.68%2025-09-302025-11-14 NFLX NETFLIX INC23.5K shares6.68%2025-09-302025-11-14 WMT WALMART INC269.9K shares8.48%2025-09-302025-11-14 VO VANGUARD INDEX FDS93.3K shares8.42%2025-09-302025-11-14 IUSB ISHARES TR582.0K shares13.06%2025-09-302025-11-14 VCIT VANGUARD SCOTTSDALE FDS317.6K shares16.93%2025-09-302025-11-14 GOOG ALPHABET INC109.4K shares12.42%2025-09-302025-11-14 SPYG SPDR SERIES TRUST250.1K shares6.44%2025-09-302025-11-14 COST COSTCO WHSL CORP NEW28.2K shares2.48%2025-09-302025-11-14 PDP INVESCO EXCHANGE TRADED FD T211.9K shares1.65%2025-09-302025-11-14 SHV ISHARES TR225.7K shares-22.82%2025-09-302025-11-14 VB VANGUARD INDEX FDS97.1K shares14.47%2025-09-302025-11-14 IBDU ISHARES TR1.0M sharesnew addition2025-09-302025-11-14 SCHG SCHWAB STRATEGIC TR736.8K shares44.85%2025-09-302025-11-14 SMH VANECK ETF TRUST71.1K shares1111.42%2025-09-302025-11-14 IVE ISHARES TR110.8K shares1570.10%2025-09-302025-11-14 IBIT ISHARES BITCOIN TRUST ETF349.6K sharesnew addition2025-09-302025-11-14 ITOT ISHARES TR152.5K shares2.24%2025-09-302025-11-14 AIQ GLOBAL X FDS447.1K sharesnew addition2025-09-302025-11-14 MOAT VANECK ETF TRUST216.3K shares-12.20%2025-09-302025-11-14 DIA SPDR DOW JONES INDL AVERAGE44.6K shares5.29%2025-09-302025-11-14 BINC BLACKROCK ETF TRUST II388.6K sharesnew addition2025-09-302025-11-14 SPYV SPDR SERIES TRUST362.6K shares11.08%2025-09-302025-11-14 SDVY FIRST TR EXCHANGE-TRADED FD526.2K sharesnew addition2025-09-302025-11-14 IAU ISHARES GOLD TR274.9K shares0.05%2025-09-302025-11-14 VWO VANGUARD INTL EQUITY INDEX F368.9K shares7.29%2025-09-302025-11-14 IBDT ISHARES TR779.8K sharesnew addition2025-09-302025-11-14 GLD SPDR GOLD TR52.7K shares-24.52%2025-09-302025-11-14 NEAR ISHARES U S ETF TR360.6K shares-49.20%2025-09-302025-11-14 FBND FIDELITY MERRIMACK STR TR395.9K sharesnew addition2025-09-302025-11-14 JNJ JOHNSON & JOHNSON98.5K shares2.22%2025-09-302025-11-14 XOM EXXON MOBIL CORP161.5K shares8.86%2025-09-302025-11-14 HOOD ROBINHOOD MKTS INC126.6K sharesnew addition2025-09-302025-11-14 VPLS VANGUARD MALVERN FDS224.1K sharesnew addition2025-09-302025-11-14 IJR ISHARES TR147.7K shares69.85%2025-09-302025-11-14 IWF ISHARES TR37.3K shares1.42%2025-09-302025-11-14 XLG INVESCO EXCHANGE TRADED FD T299.0K shares42.96%2025-09-302025-11-14 IEMG ISHARES INC260.5K shares2.89%2025-09-302025-11-14 IWM ISHARES TR70.7K shares11.53%2025-09-302025-11-14 DIVO AMPLIFY ETF TR383.1K sharesnew addition2025-09-302025-11-14 SOFI SOFI TECHNOLOGIES INC625.4K sharesnew addition2025-09-302025-11-14 IBM INTERNATIONAL BUSINESS MACHS58.5K shares2.50%2025-09-302025-11-14 V VISA INC47.7K shares13.15%2025-09-302025-11-14 VYM VANGUARD WHITEHALL FDS112.4K shares8.87%2025-09-302025-11-14 ABBV ABBVIE INC67.9K shares3.40%2025-09-302025-11-14 UUUU ENERGY FUELS INC1.0M shares-0.38%2025-09-302025-11-14 EWJ ISHARES INC192.3K shares-37.61%2025-09-302025-11-14 AVDE AMERICAN CENTY ETF TR194.1K sharesnew addition2025-09-302025-11-14 SCHR SCHWAB STRATEGIC TR606.2K shares-1.10%2025-09-302025-11-14 IGSB ISHARES TR283.8K shares2.48%2025-09-302025-11-14 VFLO VICTORY PORTFOLIOS II397.8K sharesnew addition2025-09-302025-11-14 ORCL ORACLE CORP52.1K shares11.61%2025-09-302025-11-14 IBDZ ISHARES TR522.2K sharesnew addition2025-09-302025-11-14 SCHX SCHWAB STRATEGIC TR523.5K shares10.25%2025-09-302025-11-14 HD HOME DEPOT INC34.0K shares6.06%2025-09-302025-11-14 XLK SELECT SECTOR SPDR TR48.6K shares7.97%2025-09-302025-11-14 TSM TAIWAN SEMICONDUCTOR MFG LTD48.7K shares12.82%2025-09-302025-11-14 AVEM AMERICAN CENTY ETF TR178.5K sharesnew addition2025-09-302025-11-14 GPZ VANECK ETF TRUST479.7K sharesnew addition2025-09-302025-11-14 JMUB J P MORGAN EXCHANGE TRADED F260.6K sharesnew addition2025-09-302025-11-14 SCHD SCHWAB STRATEGIC TR481.7K shares18.80%2025-09-302025-11-14 ANGL VANECK ETF TRUST440.4K sharesnew addition2025-09-302025-11-14 SPMO INVESCO EXCH TRADED FD TR II107.5K sharesnew addition2025-09-302025-11-14 JEPI J P MORGAN EXCHANGE TRADED F227.2K sharesnew addition2025-09-302025-11-14 NUGT DIREXION SHS ETF TR83.0K sharesnew addition2025-09-302025-11-14 GS GOLDMAN SACHS GROUP INC16.0K shares118.16%2025-09-302025-11-14 EMHY ISHARES INC318.2K shares3.41%2025-09-302025-11-14 IWD ISHARES TR61.8K shares4.27%2025-09-302025-11-14 PSLV SPROTT ASSET MANAGEMENT LP793.1K shares30.78%2025-09-302025-11-14 AMD ADVANCED MICRO DEVICES INC76.6K shares74.38%2025-09-302025-11-14 ET ENERGY TRANSFER L P696.7K shares1.20%2025-09-302025-11-14 VOOG VANGUARD ADMIRAL FDS INC27.4K sharesnew addition2025-09-302025-11-14 FTEC FIDELITY COVINGTON TRUST52.5K shares217.88%2025-09-302025-11-14 AXP AMERICAN EXPRESS CO34.8K shares4.84%2025-09-302025-11-14 LLY ELI LILLY & CO14.9K shares5.80%2025-09-302025-11-14 JEPQ J P MORGAN EXCHANGE TRADED F194.6K sharesnew addition2025-09-302025-11-14 PHYS SPROTT ASSET MANAGEMENT LP374.7K shares35.70%2025-09-302025-11-14 IWO ISHARES TR34.4K shares-7.70%2025-09-302025-11-14 FDN FIRST TR EXCHANGE-TRADED FD39.3K shares0.16%2025-09-302025-11-14 BIL SPDR SERIES TRUST116.5K shares-54.38%2025-09-302025-11-14 SCHC SCHWAB STRATEGIC TR232.4K shares11.85%2025-09-302025-11-14 DGRO ISHARES TR154.1K sharesnew addition2025-09-302025-11-14 MSTR STRATEGY INC32.3K shares801.62%2025-09-302025-11-14 FPE FIRST TR EXCH TRADED FD III565.4K shares5.14%2025-09-302025-11-14 BX BLACKSTONE INC60.3K shares-0.55%2025-09-302025-11-14 SPIB SPDR SERIES TRUST303.5K shares14.55%2025-09-302025-11-14 CCJ CAMECO CORP121.4K shares0.10%2025-09-302025-11-14 IEF ISHARES TR105.1K shares-4.34%2025-09-302025-11-14 GM GENERAL MTRS CO165.8K shares-23.69%2025-09-302025-11-14 MRK MERCK & CO INC120.2K shares1.42%2025-09-302025-11-14 T AT&T INC346.6K shares1.84%2025-09-302025-11-14 FXO FIRST TR EXCHANGE TRADED FD164.6K shares1.07%2025-09-302025-11-14 LQD ISHARES TR87.2K shares33.71%2025-09-302025-11-14 RDVY FIRST TR EXCHANGE TRADED FD142.6K sharesnew addition2025-09-302025-11-14 IWN ISHARES TR54.2K shares50.91%2025-09-302025-11-14 CRWD CROWDSTRIKE HLDGS INC19.4K shares52.82%2025-09-302025-11-14 AXSM AXSOME THERAPEUTICS INC77.5K sharesnew addition2025-09-302025-11-14 SCHB SCHWAB STRATEGIC TR365.9K shares-13.09%2025-09-302025-11-14 IBDS ISHARES TR386.1K sharesnew addition2025-09-302025-11-14 EFA ISHARES TR98.1K shares2.62%2025-09-302025-11-14 CSCO CISCO SYS INC131.7K shares11.58%2025-09-302025-11-14 FNDF SCHWAB STRATEGIC TR207.0K shares33.25%2025-09-302025-11-14 MMIT NEW YORK LIFE INVTS ACTIVE E356.5K sharesnew addition2025-09-302025-11-14 KO COCA COLA CO130.3K shares7.39%2025-09-302025-11-14 PDI PIMCO DYNAMIC INCOME FD429.7K shares-1.32%2025-09-302025-11-14 VTEB VANGUARD MUN BD FDS169.3K shares-1.37%2025-09-302025-11-14 GDX VANECK ETF TRUST110.6K shares85.77%2025-09-302025-11-14 QQXT FIRST TR EXCHANGE-TRADED FD84.4K sharesnew addition2025-09-302025-11-14 UEC URANIUM ENERGY CORP620.0K shares1.22%2025-09-302025-11-14 TSPY ETF OPPORTUNITIES TRUST322.9K sharesnew addition2025-09-302025-11-14 MLN VANECK ETF TRUST470.8K sharesnew addition2025-09-302025-11-14 XLF SELECT SECTOR SPDR TR152.2K shares-25.73%2025-09-302025-11-14 SCHP SCHWAB STRATEGIC TR302.1K shares0.60%2025-09-302025-11-14 SO SOUTHERN CO85.6K shares-1.04%2025-09-302025-11-14 MELI MERCADOLIBRE INC3.5K shares9.58%2025-09-302025-11-14 IBDR ISHARES TR333.1K sharesnew addition2025-09-302025-11-14 VIG VANGUARD SPECIALIZED FUNDS37.3K shares3.29%2025-09-302025-11-14 MUB ISHARES TR75.5K shares6.16%2025-09-302025-11-14 PG PROCTER AND GAMBLE CO51.8K shares5.19%2025-09-302025-11-14 VHT VANGUARD WORLD FD30.5K shares3.26%2025-09-302025-11-14 FXR FIRST TR EXCHANGE TRADED FD100.0K shares-0.38%2025-09-302025-11-14 JBBB JANUS DETROIT STR TR162.0K sharesnew addition2025-09-302025-11-14 CVX CHEVRON CORP NEW49.5K shares8.46%2025-09-302025-11-14 CGMS CAPITAL GRP FIXED INCM ETF T276.9K sharesnew addition2025-09-302025-11-14 ABT ABBOTT LABS57.3K shares-3.38%2025-09-302025-11-14 BAC BANK AMERICA CORP148.5K shares18.40%2025-09-302025-11-14 FTWO EA SERIES TRUST194.2K sharesnew addition2025-09-302025-11-14 NLR VANECK ETF TRUST56.4K shares-1.45%2025-09-302025-11-14 BSCS INVESCO EXCH TRD SLF IDX FD370.0K sharesnew addition2025-09-302025-11-14 SPSB SPDR SERIES TRUST251.2K sharesnew addition2025-09-302025-11-14 FSCO FS CREDIT OPPORTUNITIES CORP1.1M sharesnew addition2025-09-302025-11-14 COIN COINBASE GLOBAL INC22.5K sharesnew addition2025-09-302025-11-14 IJS ISHARES TR68.2K shares220.93%2025-09-302025-11-14 NOBL PROSHARES TR72.7K shares2.76%2025-09-302025-11-14 CIL VICTORY PORTFOLIOS II144.7K sharesnew addition2025-09-302025-11-14 MS MORGAN STANLEY46.7K shares0.37%2025-09-302025-11-14 NEE NEXTERA ENERGY INC97.6K shares2.27%2025-09-302025-11-14 CDL VICTORY PORTFOLIOS II105.9K shares-0.55%2025-09-302025-11-14 EXE EXPAND ENERGY CORPORATION69.2K sharesnew addition2025-09-302025-11-14 HELO J P MORGAN EXCHANGE TRADED F111.9K sharesnew addition2025-09-302025-11-14 SPYM SPDR SERIES TRUST92.0K sharesnew addition2025-09-302025-11-14 CFA VICTORY PORTFOLIOS II78.8K shares-8.58%2025-09-302025-11-14 REGN REGENERON PHARMACEUTICALS12.7K shares44.63%2025-09-302025-11-14 SLQD ISHARES TR140.7K shares-3.44%2025-09-302025-11-14 VXUS VANGUARD STAR FDS97.2K shares38.92%2025-09-302025-11-14 TJX TJX COS INC NEW49.2K shares1.49%2025-09-302025-11-14 FXU FIRST TR EXCHANGE TRADED FD156.4K shares0.92%2025-09-302025-11-14 QUAL ISHARES TR36.1K shares-38.36%2025-09-302025-11-14 CSHI NEOS ETF TRUST139.9K sharesnew addition2025-09-302025-11-14 INDY ISHARES TR135.7K shares5.18%2025-09-302025-11-14 VOOV VANGUARD ADMIRAL FDS INC34.5K sharesnew addition2025-09-302025-11-14 IXUS ISHARES TR83.2K shares1.75%2025-09-302025-11-14 MA MASTERCARD INCORPORATED12.1K shares6.99%2025-09-302025-11-14 JMST J P MORGAN EXCHANGE TRADED F134.1K sharesnew addition2025-09-302025-11-14 VCSH VANGUARD SCOTTSDALE FDS85.5K shares7.16%2025-09-302025-11-14 TEM TEMPUS AI INC84.4K sharesnew addition2025-09-302025-11-14 VFH VANGUARD WORLD FD51.8K shares-15.58%2025-09-302025-11-14 HYG ISHARES TR81.5K shares11.65%2025-09-302025-11-14 KKR KKR & CO INC50.8K shares0.98%2025-09-302025-11-14 BK BANK NEW YORK MELLON CORP60.3K shares3.71%2025-09-302025-11-14 IWR ISHARES TR68.0K shares1364.87%2025-09-302025-11-14 DNN DENISON MINES CORP2.4M shares0.00%2025-09-302025-11-14 LOW LOWES COS INC25.8K shares75.28%2025-09-302025-11-14 UNH UNITEDHEALTH GROUP INC18.8K shares13.07%2025-09-302025-11-14 ISRG INTUITIVE SURGICAL INC14.5K shares63.67%2025-09-302025-11-14 VGLT VANGUARD SCOTTSDALE FDS112.9K sharesnew addition2025-09-302025-11-14 SCHF SCHWAB STRATEGIC TR274.8K shares-1.98%2025-09-302025-11-14 SYK STRYKER CORPORATION17.0K shares-16.50%2025-09-302025-11-14 IJJ ISHARES TR48.2K shares579.31%2025-09-302025-11-14 GRPM INVESCO EXCHANGE TRADED FD T51.8K sharesnew addition2025-09-302025-11-14 USMV ISHARES TR65.2K shares2.01%2025-09-302025-11-14 DIS DISNEY WALT CO54.0K shares32.23%2025-09-302025-11-14 VGT VANGUARD WORLD FD8.3K shares-1.65%2025-09-302025-11-14 XLSR SSGA ACTIVE TR103.2K sharesnew addition2025-09-302025-11-14 MDY SPDR S&P MIDCAP 400 ETF TR10.3K shares2.51%2025-09-302025-11-14 BITB BITWISE BITCOIN ETF TR98.2K sharesnew addition2025-09-302025-11-14 BLK BLACKROCK INC5.2K shares3.29%2025-09-302025-11-14 LMBS FIRST TR EXCHANGE-TRADED FD122.4K shares0.47%2025-09-302025-11-14 KYN KAYNE ANDERSON ENERGY INFRST491.6K shares6.63%2025-09-302025-11-14 CAT CATERPILLAR INC12.7K shares3.82%2025-09-302025-11-14 RTX RTX CORPORATION36.2K sharesnew addition2025-09-302025-11-14 CRM SALESFORCE INC25.6K shares54.55%2025-09-302025-11-14 GE GE AEROSPACE20.0K shares28.63%2025-09-302025-11-14 XLE SELECT SECTOR SPDR TR66.5K shares-32.81%2025-09-302025-11-14 PEP PEPSICO INC42.0K shares9.10%2025-09-302025-11-14 JAAA JANUS DETROIT STR TR115.3K sharesnew addition2025-09-302025-11-14 USFR WISDOMTREE TR116.3K shares-55.35%2025-09-302025-11-14 SIL GLOBAL X FDS81.5K shares1.16%2025-09-302025-11-14 VBK VANGUARD INDEX FDS19.4K shares4.56%2025-09-302025-11-14 NTR NUTRIEN LTD98.2K shares0.91%2025-09-302025-11-14 SCHV SCHWAB STRATEGIC TR197.5K shares4.69%2025-09-302025-11-14 SPGI S&P GLOBAL INC11.7K shares-1.86%2025-09-302025-11-14 FTGC FIRST TR EXCHANGE TRAD FD VI219.6K sharesnew addition2025-09-302025-11-14 COF CAPITAL ONE FINL CORP26.7K shares2.48%2025-09-302025-11-14 MCD MCDONALDS CORP18.4K shares-10.92%2025-09-302025-11-14 SPYI NEOS ETF TRUST107.1K sharesnew addition2025-09-302025-11-14 SMCI SUPER MICRO COMPUTER INC116.7K shares1632.99%2025-09-302025-11-14 HON HONEYWELL INTL INC26.4K shares-15.71%2025-09-302025-11-14 ADP AUTOMATIC DATA PROCESSING IN18.8K shares-1.58%2025-09-302025-11-14 IQLT ISHARES TR124.8K sharesnew addition2025-09-302025-11-14 ITA ISHARES TR26.2K shares8.45%2025-09-302025-11-14 WMB WILLIAMS COS INC86.4K shares2.31%2025-09-302025-11-14 CEG CONSTELLATION ENERGY CORP16.5K shares3.74%2025-09-302025-11-14 BND VANGUARD BD INDEX FDS72.7K shares-74.78%2025-09-302025-11-14 SCHJ SCHWAB STRATEGIC TR216.2K sharesnew addition2025-09-302025-11-14 MOS MOSAIC CO NEW154.8K shares3.03%2025-09-302025-11-14 QCOM QUALCOMM INC32.2K shares44.31%2025-09-302025-11-14 COWZ PACER FDS TR92.9K sharesnew addition2025-09-302025-11-14 UITB VICTORY PORTFOLIOS II112.3K sharesnew addition2025-09-302025-11-14 VONV VANGUARD SCOTTSDALE FDS59.6K sharesnew addition2025-09-302025-11-14 ORLY OREILLY AUTOMOTIVE INC49.2K shares-0.30%2025-09-302025-11-14 RBLX ROBLOX CORP37.9K sharesnew addition2025-09-302025-11-14 LUMN LUMEN TECHNOLOGIES INC850.9K sharesnew addition2025-09-302025-11-14 UBER UBER TECHNOLOGIES INC53.0K shares25.75%2025-09-302025-11-14 IUSV ISHARES TR51.9K shares10.63%2025-09-302025-11-14 KBWY INVESCO EXCH TRADED FD TR II318.1K sharesnew addition2025-09-302025-11-14 CYBR CYBERARK SOFTWARE LTD10.5K shares-25.65%2025-09-302025-11-14 BSMR INVESCO EXCH TRD SLF IDX 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shares-7.61%2025-09-302025-11-14 B BARRICK MNG CORP68.4K shares1.59%2025-09-302025-11-14 IUSG ISHARES TR13.6K shares9.66%2025-09-302025-11-14 FTSM FIRST TR EXCHANGE-TRADED FD37.3K shares14.84%2025-09-302025-11-14 FCX FREEPORT-MCMORAN INC56.8K shares0.77%2025-09-302025-11-14 OKE ONEOK INC NEW30.4K shares-2.39%2025-09-302025-11-14 HEZU ISHARES TR52.4K shares5.97%2025-09-302025-11-14 TSLL DIREXION SHS ETF TR104.3K sharesnew addition2025-09-302025-11-14 VSS VANGUARD INTL EQUITY INDEX F15.4K shares-7.14%2025-09-302025-11-14 MMC MARSH & MCLENNAN COS INC10.8K shares-14.18%2025-09-302025-11-14 QTEC FIRST TR EXCHANGE-TRADED FD9.5K shares37.52%2025-09-302025-11-14 WBD WARNER BROS DISCOVERY INC111.4K shares-3.74%2025-09-302025-11-14 SDY SPDR SERIES TRUST15.5K shares64.84%2025-09-302025-11-14 PRF INVESCO EXCHANGE TRADED FD T47.8K shares-5.41%2025-09-302025-11-14 JPEM J P MORGAN EXCHANGE TRADED F36.6K sharesnew addition2025-09-302025-11-14 ARKF ARK ETF TR37.6K sharesnew addition2025-09-302025-11-14 VTWV VANGUARD SCOTTSDALE FDS13.6K sharesnew addition2025-09-302025-11-14 CLOI VANECK ETF TRUST39.9K sharesnew addition2025-09-302025-11-14 MET METLIFE INC25.6K shares4.68%2025-09-302025-11-14 DFAI DIMENSIONAL ETF TRUST57.9K sharesnew addition2025-09-302025-11-14 GD GENERAL DYNAMICS CORP6.1K shares12.55%2025-09-302025-11-14 SCHM SCHWAB STRATEGIC TR70.3K shares29.28%2025-09-302025-11-14 XAR SPDR SERIES TRUST8.7K shares15.26%2025-09-302025-11-14 IWB ISHARES TR5.6K shares-1.17%2025-09-302025-11-14 ROBO EXCHANGE TRADED CONCEPTS TRU31.1K shares1.56%2025-09-302025-11-14 QGRW WISDOMTREE TR35.3K sharesnew addition2025-09-302025-11-14 FTHI FIRST TR EXCHANGE TRADED FD84.6K sharesnew addition2025-09-302025-11-14 FENY FIDELITY COVINGTON TRUST81.0K shares537.76%2025-09-302025-11-14 SRV NXG CUSHING MIDSTREAM ENERGY43.3K shares20.44%2025-09-302025-11-14 O REALTY INCOME CORP32.6K shares2.12%2025-09-302025-11-14 BN BROOKFIELD CORP28.7K shares-0.81%2025-09-302025-11-14 USB US BANCORP DEL40.4K shares4.07%2025-09-302025-11-14 RLY SSGA ACTIVE ETF TR61.3K sharesnew addition2025-09-302025-11-14 NCV VIRTUS CONVERTIBLE & INCOME125.3K shares19.36%2025-09-302025-11-14 IGV ISHARES TR16.3K shares48.25%2025-09-302025-11-14 SBUX STARBUCKS CORP22.2K shares-0.67%2025-09-302025-11-14 RF REGIONS FINANCIAL CORP NEW71.1K shares-5.84%2025-09-302025-11-14 CXE MFS HIGH INCOME MUN TR504.1K shares10.37%2025-09-302025-11-14 ADBE ADOBE INC5.3K shares-0.54%2025-09-302025-11-14 TMUS T-MOBILE US INC7.8K shares37.26%2025-09-302025-11-14 IBMP ISHARES TR72.9K sharesnew addition2025-09-302025-11-14 CSW CSW INDUSTRIALS INC7.6K sharesnew addition2025-09-302025-11-14 QLC FLEXSHARES TR23.7K sharesnew addition2025-09-302025-11-14 VONG VANGUARD SCOTTSDALE FDS15.3K sharesnew addition2025-09-302025-11-14 XLP SELECT SECTOR SPDR TR23.3K shares-35.56%2025-09-302025-11-14 COWG PACER FDS TR50.2K sharesnew addition2025-09-302025-11-14 QTUM ETF SER SOLUTIONS17.3K sharesnew addition2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available