The Analysis of Summit Financial, LLC's Holdings

Currently, Summit Financial, LLC holds 1283 types of securities in its portfolio with a total value $6.8B. In the most recent quarter, they have increased their positions in IBDZ (+1.1M shares, valued at $29.9M), NFLX (+176.0K shares, valued at $16.5M), XLU (+374.5K shares, valued at $16.0M); decreased their positions in COST (-9.8K shares, valued at $8.4M), NEAR (-162.4K shares, valued at $8.3M), TLT (-82.8K shares, valued at $7.2M); initiated new positions in RKT (+562.1K shares, valued at $10.9M), JPIB (+129.0K shares, valued at $6.3M), SCYB (+130.6K shares, valued at $3.5M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS1.7M shares1.12%2025-12-312026-02-13

VEU VANGUARD INTL EQUITY INDEX F3.3M shares2.05%2025-12-312026-02-13

IVV ISHARES TR230.3K shares-2.14%2025-12-312026-02-13

AAPL APPLE INC532.0K shares-2.17%2025-12-312026-02-13

VUG VANGUARD INDEX FDS243.2K shares4.56%2025-12-312026-02-13

NVDA NVIDIA CORPORATION633.8K shares-1.43%2025-12-312026-02-13

MSFT MICROSOFT CORP221.5K shares1.75%2025-12-312026-02-13

SPY SPDR S&P 500 ETF TR145.6K shares0.40%2025-12-312026-02-13

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS155.5K shares1.89%2025-12-312026-02-13

VTV VANGUARD INDEX FDS481.8K shares2.11%2025-12-312026-02-13

QQQM INVESCO EXCH TRADED FD TR II342.2K shares-2.12%2025-12-312026-02-13

AMZN AMAZON COM INC354.7K shares-1.85%2025-12-312026-02-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL160.7K shares0.26%2025-12-312026-02-13

JBND J P MORGAN EXCHANGE TRADED F1.4M shares4.42%2025-12-312026-02-13

INVESCO QQQ TR INVESCO QQQ TR110.4K shares-1.26%2025-12-312026-02-13

PYLD PIMCO ETF TR2.4M shares9.96%2025-12-312026-02-13

Sponsored

PLTR PALANTIR TECHNOLOGIES INC349.0K shares1.70%2025-12-312026-02-13

JPM JPMORGAN CHASE & CO.188.3K shares0.17%2025-12-312026-02-13

IBDY ISHARES TR2.0M shares5.24%2025-12-312026-02-13

TSLA TESLA INC100.6K shares4.51%2025-12-312026-02-13

VEA VANGUARD TAX-MANAGED FDS716.7K shares3.49%2025-12-312026-02-13

IBDZ ISHARES TR1.7M shares217.39%2025-12-312026-02-13

IEFA ISHARES TR488.2K shares-5.44%2025-12-312026-02-13

VBR VANGUARD INDEX FDS196.3K shares1.06%2025-12-312026-02-13

Sponsored

IBDX ISHARES TR1.5M shares5.56%2025-12-312026-02-13

IBDW ISHARES TR1.8M shares5.01%2025-12-312026-02-13

META META PLATFORMS INC56.8K shares-11.46%2025-12-312026-02-13

WPM WHEATON PRECIOUS METALS CORP308.0K shares-4.64%2025-12-312026-02-13

IBDV ISHARES TR1.6M shares1.42%2025-12-312026-02-13

ALPHABET INC ALPHABET INC109.1K shares-0.25%2025-12-312026-02-13

BROADCOM INC BROADCOM INC98.7K shares-7.37%2025-12-312026-02-13

VO VANGUARD INDEX FDS113.4K shares21.62%2025-12-312026-02-13

Sponsored

IWM ISHARES TR133.7K shares89.00%2025-12-312026-02-13

TLT ISHARES TR371.5K shares-18.23%2025-12-312026-02-13

XLU SELECT SECTOR SPDR TR757.3K shares97.81%2025-12-312026-02-13

EFAV ISHARES TR371.7K shares2.69%2025-12-312026-02-13

AGG ISHARES TR305.8K shares6.22%2025-12-312026-02-13

SPYG SPDR SERIES TRUST281.9K shares12.72%2025-12-312026-02-13

VOE VANGUARD INDEX FDS168.7K shares1.74%2025-12-312026-02-13

VCIT VANGUARD SCOTTSDALE FDS350.1K shares10.21%2025-12-312026-02-13

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T151.8K shares-14.41%2025-12-312026-02-13

WMT WALMART INC259.4K shares-3.89%2025-12-312026-02-13

IJH ISHARES TR432.7K shares-1.68%2025-12-312026-02-13

IUSB ISHARES TR598.9K shares2.91%2025-12-312026-02-13

SMH VANECK ETF TRUST72.5K shares1.99%2025-12-312026-02-13

SCHG SCHWAB STRATEGIC TR793.0K shares7.62%2025-12-312026-02-13

GS GOLDMAN SACHS GROUP INC29.3K shares83.30%2025-12-312026-02-13

VB VANGUARD INDEX FDS98.2K shares1.16%2025-12-312026-02-13

Sponsored

PDP INVESCO EXCHANGE TRADED FD T215.0K shares1.47%2025-12-312026-02-13

IBDU ISHARES TR1.1M shares5.71%2025-12-312026-02-13

SHV ISHARES TR225.2K shares-0.22%2025-12-312026-02-13

GLD SPDR GOLD TR60.4K shares14.49%2025-12-312026-02-13

AIQ GLOBAL X FDS465.2K shares4.07%2025-12-312026-02-13

ITOT ISHARES TR155.4K shares1.93%2025-12-312026-02-13

IVE ISHARES TR108.8K shares-1.83%2025-12-312026-02-13

SPYV SPDR SERIES TRUST403.4K shares11.25%2025-12-312026-02-13

Sponsored

BINC BLACKROCK ETF TRUST II423.6K shares9.01%2025-12-312026-02-13

MOAT VANECK ETF TRUST212.0K shares-1.98%2025-12-312026-02-13

ISHARES GOLD TR ISHARES GOLD TR270.1K shares-1.74%2025-12-312026-02-13

DIA SPDR DOW JONES INDL AVERAGE44.8K shares0.39%2025-12-312026-02-13

JNJ JOHNSON & JOHNSON101.0K shares2.56%2025-12-312026-02-13

XOM EXXON MOBIL CORP169.3K shares4.81%2025-12-312026-02-13

VWO VANGUARD INTL EQUITY INDEX F377.9K shares2.45%2025-12-312026-02-13

PSLV SPROTT ASSET MANAGEMENT LP855.1K shares7.82%2025-12-312026-02-13

Sponsored

SDVY FIRST TR EXCHANGE-TRADED FD523.0K shares-0.60%2025-12-312026-02-13

FBND FIDELITY MERRIMACK STR TR428.6K shares8.26%2025-12-312026-02-13

IWF ISHARES TR40.4K shares8.49%2025-12-312026-02-13

SOFI SOFI TECHNOLOGIES INC723.6K shares15.70%2025-12-312026-02-13

NFLX NETFLIX INC199.5K shares748.56%2025-12-312026-02-13

VPLS VANGUARD MALVERN FDS237.9K shares6.20%2025-12-312026-02-13

DIVO AMPLIFY ETF TR403.7K shares5.40%2025-12-312026-02-13

VYM VANGUARD WHITEHALL FDS123.3K shares9.69%2025-12-312026-02-13

Sponsored

IBM INTERNATIONAL BUSINESS MACHS58.8K shares0.53%2025-12-312026-02-13

IJR ISHARES TR144.2K shares-2.37%2025-12-312026-02-13

AVDE AMERICAN CENTY ETF TR204.7K shares5.45%2025-12-312026-02-13

SCHX SCHWAB STRATEGIC TR626.2K shares19.62%2025-12-312026-02-13

IEMG ISHARES INC248.8K shares-4.46%2025-12-312026-02-13

LLY ELI LILLY & CO15.2K shares2.50%2025-12-312026-02-13

V VISA INC46.7K shares-2.03%2025-12-312026-02-13

IGSB ISHARES TR308.9K shares8.85%2025-12-312026-02-13

Sponsored

COST COSTCO WHSL CORP NEW18.4K shares-34.67%2025-12-312026-02-13

ABBV ABBVIE INC68.2K shares0.39%2025-12-312026-02-13

AMD ADVANCED MICRO DEVICES INC72.4K shares-5.43%2025-12-312026-02-13

EWJ ISHARES INC191.2K shares-0.57%2025-12-312026-02-13

SCHR SCHWAB STRATEGIC TR612.9K shares1.11%2025-12-312026-02-13

NUGT DIREXION SHS ETF TR83.0K shares0.00%2025-12-312026-02-13

VFLO VICTORY PORTFOLIOS II381.3K shares-4.15%2025-12-312026-02-13

XLG INVESCO EXCHANGE TRADED FD T253.0K shares-15.39%2025-12-312026-02-13

Sponsored

UUUU ENERGY FUELS INC1.0M shares0.16%2025-12-312026-02-13

AVEM AMERICAN CENTY ETF TR192.5K shares7.81%2025-12-312026-02-13

MERCK & CO INC MERCK & CO INC137.7K shares14.58%2025-12-312026-02-13

TSM TAIWAN SEMICONDUCTOR MFG LTD47.8K shares-1.86%2025-12-312026-02-13

JMUB J P MORGAN EXCHANGE TRADED F287.1K shares10.14%2025-12-312026-02-13

WFC WELLS FARGO CO NEW153.5K shares198.21%2025-12-312026-02-13

BIL SPDR SERIES TRUST152.4K shares30.87%2025-12-312026-02-13

HOOD ROBINHOOD MKTS INC123.1K shares-2.81%2025-12-312026-02-13

Sponsored

PHYS SPROTT ASSET MANAGEMENT LP419.3K shares11.91%2025-12-312026-02-13

XLK SELECT SECTOR SPDR TR95.7K shares96.77%2025-12-312026-02-13

SCHD SCHWAB STRATEGIC TR499.5K shares3.69%2025-12-312026-02-13

GPZ VANECK ETF TRUST496.0K shares3.40%2025-12-312026-02-13

IBDT ISHARES TR528.4K shares-32.24%2025-12-312026-02-13

ANGL VANECK ETF TRUST456.6K shares3.68%2025-12-312026-02-13

IWD ISHARES TR63.2K shares2.23%2025-12-312026-02-13

IBIT ISHARES BITCOIN TRUST ETF264.6K shares-24.32%2025-12-312026-02-13

Sponsored

AXP AMERICAN EXPRESS CO35.5K shares2.00%2025-12-312026-02-13

IWO ISHARES TR40.6K shares17.88%2025-12-312026-02-13

EMHY ISHARES INC320.9K shares0.83%2025-12-312026-02-13

AXSM AXSOME THERAPEUTICS INC70.6K shares-8.91%2025-12-312026-02-13

SPMO INVESCO EXCH TRADED FD TR II106.6K shares-0.79%2025-12-312026-02-13

HD HOME DEPOT INC34.9K shares2.71%2025-12-312026-02-13

CCJ CAMECO CORP128.6K shares5.96%2025-12-312026-02-13

ET ENERGY TRANSFER L P710.9K shares2.04%2025-12-312026-02-13

Sponsored

VOOG VANGUARD ADMIRAL FDS INC26.4K shares-3.85%2025-12-312026-02-13

DGRO ISHARES TR164.7K shares6.88%2025-12-312026-02-13

JEPI J P MORGAN EXCHANGE TRADED F193.9K shares-14.67%2025-12-312026-02-13

FTEC FIDELITY COVINGTON TRUST48.5K shares-7.60%2025-12-312026-02-13

RKT ROCKET COS INC562.1K sharesnew addition2025-12-312026-02-13

SPIB SPDR SERIES TRUST320.3K shares5.55%2025-12-312026-02-13

SCHC SCHWAB STRATEGIC TR236.8K shares1.88%2025-12-312026-02-13

GM GENERAL MTRS CO132.2K shares-20.23%2025-12-312026-02-13

Sponsored

EXE EXPAND ENERGY CORPORATION96.2K shares39.07%2025-12-312026-02-13

FPE FIRST TR EXCH TRADED FD III579.5K shares2.51%2025-12-312026-02-13

JEPQ J P MORGAN EXCHANGE TRADED F177.7K shares-8.70%2025-12-312026-02-13

FDN FIRST TR EXCHANGE-TRADED FD38.6K shares-1.84%2025-12-312026-02-13

CSCO CISCO SYS INC134.2K shares1.92%2025-12-312026-02-13

IWN ISHARES TR56.5K shares4.31%2025-12-312026-02-13

NEAR ISHARES U S ETF TR198.2K shares-45.04%2025-12-312026-02-13

FXO FIRST TR EXCHANGE TRADED FD166.9K shares1.41%2025-12-312026-02-13

Sponsored

IEF ISHARES TR104.6K shares-0.46%2025-12-312026-02-13

RDVY FIRST TR EXCHANGE TRADED FD143.9K shares0.94%2025-12-312026-02-13

ICSH ISHARES TR195.2K shares114.62%2025-12-312026-02-13

REGN REGENERON PHARMACEUTICALS12.8K shares0.33%2025-12-312026-02-13

ORCL ORACLE CORP49.1K shares-5.60%2025-12-312026-02-13

EFA ISHARES TR98.6K shares0.57%2025-12-312026-02-13

LQD ISHARES TR85.9K shares-1.48%2025-12-312026-02-13

SCHB SCHWAB STRATEGIC TR360.3K shares-1.52%2025-12-312026-02-13

Sponsored

FNDF SCHWAB STRATEGIC TR205.5K shares-0.73%2025-12-312026-02-13

FTWO EA SERIES TRUST225.5K shares16.13%2025-12-312026-02-13

CRWD CROWDSTRIKE HLDGS INC19.5K shares0.60%2025-12-312026-02-13

KO COCA COLA CO129.5K shares-0.59%2025-12-312026-02-13

SPYM SPDR SERIES TRUST112.8K shares22.64%2025-12-312026-02-13

BLACKSTONE INC BLACKSTONE INC58.5K shares-3.02%2025-12-312026-02-13

SPYI NEOS ETF TRUST170.6K shares59.34%2025-12-312026-02-13

MMIT NEW YORK LIFE INVTS ACTIVE E366.6K shares2.85%2025-12-312026-02-13

Sponsored

T AT&T INC354.3K shares2.22%2025-12-312026-02-13

MUB ISHARES TR81.5K shares7.98%2025-12-312026-02-13

CGMS CAPITAL GRP FIXED INCM ETF T313.0K shares13.03%2025-12-312026-02-13

SCHF SCHWAB STRATEGIC TR358.7K shares30.55%2025-12-312026-02-13

QQXT FIRST TR EXCHANGE-TRADED FD85.8K shares1.73%2025-12-312026-02-13

TSPY ETF OPPORTUNITIES TRUST334.0K shares3.43%2025-12-312026-02-13

VTEB VANGUARD MUN BD FDS168.1K shares-0.72%2025-12-312026-02-13

JBBB JANUS DETROIT STR TR176.2K shares8.77%2025-12-312026-02-13

Sponsored

VIG VANGUARD SPECIALIZED FUNDS38.2K shares2.46%2025-12-312026-02-13

QQQI NEOS ETF TRUST155.9K shares85.12%2025-12-312026-02-13

IJS ISHARES TR73.8K shares8.18%2025-12-312026-02-13

BAC BANK AMERICA CORP152.5K shares2.65%2025-12-312026-02-13

SCHP SCHWAB STRATEGIC TR313.9K shares3.91%2025-12-312026-02-13

MLN VANECK ETF TRUST473.1K shares0.47%2025-12-312026-02-13

VHT VANGUARD WORLD FD28.7K shares-5.72%2025-12-312026-02-13

ISRG INTUITIVE SURGICAL INC14.4K shares-0.26%2025-12-312026-02-13

Sponsored

CVX CHEVRON CORP NEW53.4K shares7.85%2025-12-312026-02-13

PG PROCTER AND GAMBLE CO56.7K shares9.55%2025-12-312026-02-13

VXUS VANGUARD STAR FDS106.7K shares9.73%2025-12-312026-02-13

GDX VANECK ETF TRUST93.6K shares-15.41%2025-12-312026-02-13

MS MORGAN STANLEY45.2K shares-3.29%2025-12-312026-02-13

BSCS INVESCO EXCH TRD SLF IDX FD386.6K shares4.49%2025-12-312026-02-13

FXR FIRST TR EXCHANGE TRADED FD97.4K shares-2.62%2025-12-312026-02-13

NOBL PROSHARES TR74.5K shares2.39%2025-12-312026-02-13

Sponsored

PDI PIMCO DYNAMIC INCOME FD431.6K shares0.45%2025-12-312026-02-13

MSTR STRATEGY INC50.7K shares57.02%2025-12-312026-02-13

TJX TJX COS INC NEW49.6K shares0.73%2025-12-312026-02-13

IXUS ISHARES TR89.8K shares7.87%2025-12-312026-02-13

SPSB SPDR SERIES TRUST245.8K shares-2.15%2025-12-312026-02-13

CAT CATERPILLAR INC12.9K shares1.73%2025-12-312026-02-13

QUAL ISHARES TR37.3K shares3.24%2025-12-312026-02-13

SO SOUTHERN CO84.9K shares-0.77%2025-12-312026-02-13

Sponsored

HELO J P MORGAN EXCHANGE TRADED F111.1K shares-0.63%2025-12-312026-02-13

FXU FIRST TR EXCHANGE TRADED FD160.0K shares2.36%2025-12-312026-02-13

CDL VICTORY PORTFOLIOS II104.2K shares-1.57%2025-12-312026-02-13

UEC URANIUM ENERGY CORP612.9K shares-1.15%2025-12-312026-02-13

CIL VICTORY PORTFOLIOS II132.2K shares-8.64%2025-12-312026-02-13

MELI MERCADOLIBRE INC3.5K shares2.11%2025-12-312026-02-13

SLQD ISHARES TR138.5K shares-1.59%2025-12-312026-02-13

ABT ABBOTT LABS56.0K shares-2.30%2025-12-312026-02-13

Sponsored

BK BANK NEW YORK MELLON CORP60.3K shares0.02%2025-12-312026-02-13

COWZ PACER FDS TR115.0K shares23.80%2025-12-312026-02-13

IJJ ISHARES TR53.0K shares9.95%2025-12-312026-02-13

VOOV VANGUARD ADMIRAL FDS INC33.9K shares-1.79%2025-12-312026-02-13

CFA VICTORY PORTFOLIOS II76.2K shares-3.38%2025-12-312026-02-13

XLF SELECT SECTOR SPDR TR126.4K shares-16.92%2025-12-312026-02-13

UNH UNITEDHEALTH GROUP INC21.0K shares11.62%2025-12-312026-02-13

RTX RTX CORPORATION37.7K shares3.92%2025-12-312026-02-13

Sponsored

SIL GLOBAL X FDS81.7K shares0.25%2025-12-312026-02-13

MA MASTERCARD INCORPORATED12.1K shares0.02%2025-12-312026-02-13

IBB ISHARES TR40.7K shares123.97%2025-12-312026-02-13

IWR ISHARES TR70.9K shares4.19%2025-12-312026-02-13

USTB VICTORY PORTFOLIOS II134.0K shares57.65%2025-12-312026-02-13

CSHI NEOS ETF TRUST136.2K shares-2.69%2025-12-312026-02-13

COF CAPITAL ONE FINL CORP27.9K shares4.51%2025-12-312026-02-13

VGLT VANGUARD SCOTTSDALE FDS121.2K shares7.44%2025-12-312026-02-13

Sponsored

NLR VANECK ETF TRUST54.4K shares-3.46%2025-12-312026-02-13

INDY ISHARES TR136.4K shares0.54%2025-12-312026-02-13

FSCO FS CREDIT OPPORTUNITIES CORP1.1M shares-2.85%2025-12-312026-02-13

JMST J P MORGAN EXCHANGE TRADED F131.1K shares-2.26%2025-12-312026-02-13

HYG ISHARES TR83.0K shares1.72%2025-12-312026-02-13

VCSH VANGUARD SCOTTSDALE FDS83.8K shares-1.98%2025-12-312026-02-13

TXN TEXAS INSTRS INC38.5K shares56.72%2025-12-312026-02-13

JAAA JANUS DETROIT STR TR131.4K shares13.98%2025-12-312026-02-13

Sponsored

KYN KAYNE ANDERSON ENERGY INFRST535.7K shares8.98%2025-12-312026-02-13

GRPM INVESCO EXCHANGE TRADED FD T55.2K shares6.48%2025-12-312026-02-13

LUMN LUMEN TECHNOLOGIES INC849.5K shares-0.16%2025-12-312026-02-13

CEG CONSTELLATION ENERGY CORP18.6K shares12.72%2025-12-312026-02-13

KKR & CO INC KKR & CO INC50.8K shares0.05%2025-12-312026-02-13

XLV SELECT SECTOR SPDR TR41.8K shares38.72%2025-12-312026-02-13

VFH VANGUARD WORLD FD48.2K shares-6.92%2025-12-312026-02-13

MU MICRON TECHNOLOGY INC22.3K shares44.58%2025-12-312026-02-13

Sponsored

GE AEROSPACE GE AEROSPACE20.6K shares2.88%2025-12-312026-02-13

DNN DENISON MINES CORP2.4M shares0.00%2025-12-312026-02-13

XLSR SSGA ACTIVE TR101.4K shares-1.71%2025-12-312026-02-13

JPIB J P MORGAN EXCHANGE TRADED F129.0K sharesnew addition2025-12-312026-02-13

LOW LOWES COS INC26.2K shares1.22%2025-12-312026-02-13

VGT VANGUARD WORLD FD8.3K shares0.71%2025-12-312026-02-13

USMV ISHARES TR65.8K shares0.85%2025-12-312026-02-13

MDY SPDR S&P MIDCAP 400 ETF TR10.2K shares-0.68%2025-12-312026-02-13

Sponsored

NTR NUTRIEN LTD98.4K shares0.23%2025-12-312026-02-13

VBK VANGUARD INDEX FDS20.1K shares3.80%2025-12-312026-02-13

PEP PEPSICO INC41.3K shares-1.56%2025-12-312026-02-13

SCHV SCHWAB STRATEGIC TR201.4K shares1.97%2025-12-312026-02-13

LMBS FIRST TR EXCHANGE-TRADED FD118.8K shares-2.94%2025-12-312026-02-13

SPGI S&P GLOBAL INC11.3K shares-3.31%2025-12-312026-02-13

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC67.8K shares21.46%2025-12-312026-02-13

XLE SELECT SECTOR SPDR TR127.4K shares91.56%2025-12-312026-02-13

Sponsored

VRT VERTIV HOLDINGS CO34.4K shares4.85%2025-12-312026-02-13

SCHJ SCHWAB STRATEGIC TR224.0K shares3.56%2025-12-312026-02-13

MCD MCDONALDS CORP18.2K shares-1.52%2025-12-312026-02-13

BLACKROCK INC BLACKROCK INC5.2K shares-1.62%2025-12-312026-02-13

QCOM QUALCOMM INC32.2K shares-0.17%2025-12-312026-02-13

UITB VICTORY PORTFOLIOS II115.1K shares2.53%2025-12-312026-02-13

IQLT ISHARES TR119.9K shares-3.91%2025-12-312026-02-13

SYK STRYKER CORPORATION15.4K shares-9.39%2025-12-312026-02-13

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IUSV ISHARES TR52.7K shares1.65%2025-12-312026-02-13

LAM RESEARCH CORP LAM RESEARCH CORP31.4K shares73.76%2025-12-312026-02-13

SILJ AMPLIFY ETF TR194.0K shares0.00%2025-12-312026-02-13

APH AMPHENOL CORP NEW39.6K shares65.16%2025-12-312026-02-13

TEM TEMPUS AI INC90.6K shares7.42%2025-12-312026-02-13

SPEM SPDR INDEX SHS FDS113.1K shares4.47%2025-12-312026-02-13

BND VANGUARD BD INDEX FDS71.5K shares-1.74%2025-12-312026-02-13

WMB WILLIAMS COS INC87.6K shares1.37%2025-12-312026-02-13

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EMB ISHARES TR54.5K shares12.92%2025-12-312026-02-13

VONV VANGUARD SCOTTSDALE FDS56.5K shares-5.21%2025-12-312026-02-13

BIV VANGUARD BD INDEX FDS66.7K shares60.17%2025-12-312026-02-13

UBER UBER TECHNOLOGIES INC63.4K shares19.73%2025-12-312026-02-13

NEE NEXTERA ENERGY INC64.4K shares-34.02%2025-12-312026-02-13

COIN COINBASE GLOBAL INC22.8K shares1.74%2025-12-312026-02-13

VCRB VANGUARD MALVERN FDS66.3K shares6.75%2025-12-312026-02-13

KBWY INVESCO EXCH TRADED FD TR II331.2K shares4.13%2025-12-312026-02-13

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HON HONEYWELL INTL INC26.1K shares-1.35%2025-12-312026-02-13

BSMS INVESCO EXCH TRD SLF IDX FD216.4K shares0.04%2025-12-312026-02-13

FMB FIRST TR EXCH TRADED FD III99.4K shares1.45%2025-12-312026-02-13

BSMR INVESCO EXCH TRD SLF IDX FD214.4K shares0.04%2025-12-312026-02-13

VZ VERIZON COMMUNICATIONS INC124.6K shares13.45%2025-12-312026-02-13

CB CHUBB LIMITED16.1K shares-5.81%2025-12-312026-02-13

AMGN AMGEN INC15.4K shares13.18%2025-12-312026-02-13

GNR SPDR INDEX SHS FDS80.9K shares0.37%2025-12-312026-02-13

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BSMQ INVESCO EXCH TRD SLF IDX FD212.0K shares0.04%2025-12-312026-02-13

ITA ISHARES TR23.3K shares-11.13%2025-12-312026-02-13

PM PHILIP MORRIS INTL INC30.9K shares0.76%2025-12-312026-02-13

IWP ISHARES TR36.0K shares10.90%2025-12-312026-02-13

GEV GE VERNOVA INC7.5K shares-4.39%2025-12-312026-02-13

BA BOEING CO22.6K shares19.79%2025-12-312026-02-13

EPD ENTERPRISE PRODS PARTNERS L153.2K shares3.02%2025-12-312026-02-13

PAAA PGIM ETF TR95.6K shares9.62%2025-12-312026-02-13

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SUN SUNOCO LP/SUNOCO FIN CORP93.2K shares0.03%2025-12-312026-02-13

SPHQ INVESCO EXCHANGE TRADED FD T65.1K shares-1.18%2025-12-312026-02-13

AAAU GOLDMAN SACHS PHYSICAL GOLD114.4K shares1.94%2025-12-312026-02-13

HIMU BLACKROCK ETF TRUST II99.2K shares-0.04%2025-12-312026-02-13

CRM SALESFORCE INC18.2K shares-28.89%2025-12-312026-02-13

DIS DISNEY WALT CO42.1K shares-22.12%2025-12-312026-02-13

RDVI FIRST TR EXCHANGE-TRADED FD183.5K shares-2.21%2025-12-312026-02-13

SLV ISHARES SILVER TR74.6K shares8.24%2025-12-312026-02-13

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SHOP SHOPIFY INC29.6K shares-2.80%2025-12-312026-02-13

SA SEABRIDGE GOLD INC160.1K shares0.00%2025-12-312026-02-13

ADP AUTOMATIC DATA PROCESSING IN18.1K shares-3.92%2025-12-312026-02-13

SCCO SOUTHERN COPPER CORP32.6K shares0.71%2025-12-312026-02-13

CYBR CYBERARK SOFTWARE LTD10.5K shares-0.20%2025-12-312026-02-13

BITB BITWISE BITCOIN ETF TR98.1K shares-0.10%2025-12-312026-02-13

IWY ISHARES TR16.6K shares-5.34%2025-12-312026-02-13

ALB ALBEMARLE CORP32.2K shares-46.35%2025-12-312026-02-13

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SPDW SPDR INDEX SHS FDS102.5K shares-3.42%2025-12-312026-02-13

DELL DELL TECHNOLOGIES INC35.4K shares3.83%2025-12-312026-02-13

INTC INTEL CORP119.9K shares133.75%2025-12-312026-02-13

BSCR INVESCO EXCH TRD SLF IDX FD223.3K shares1.96%2025-12-312026-02-13

PPTY ETF SER SOLUTIONS145.6K shares2.65%2025-12-312026-02-13

EIPI FIRST TR EXCHNG TRADED FD VI219.9K shares0.03%2025-12-312026-02-13

STXK EA SERIES TRUST129.9K shares13.92%2025-12-312026-02-13

MODL VICTORY PORTFOLIOS II90.8K shares-3.28%2025-12-312026-02-13

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SCHO SCHWAB STRATEGIC TR173.6K shares28.01%2025-12-312026-02-13

RWAY RUNWAY GROWTH FINANCE CORP473.1K shares11.98%2025-12-312026-02-13

JQUA J P MORGAN EXCHANGE TRADED F66.6K shares-1.70%2025-12-312026-02-13

EQR EQUITY RESIDENTIAL66.7K shares7.92%2025-12-312026-02-13

SNOW SNOWFLAKE INC19.1K shares13.08%2025-12-312026-02-13

MGF MFS GOVT MKTS INCOME TR1.4M shares4.38%2025-12-312026-02-13

HFSI HARTFORD FDS EXCHANGE TRADED114.8K shares-11.84%2025-12-312026-02-13

FXZ FIRST TR EXCHANGE TRADED FD63.0K shares813.86%2025-12-312026-02-13

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XLI SELECT SECTOR SPDR TR26.0K shares-0.03%2025-12-312026-02-13

CGDV CAPITAL GROUP DIVIDEND VALUE91.9K shares154.26%2025-12-312026-02-13

ORLY OREILLY AUTOMOTIVE INC44.0K shares-10.62%2025-12-312026-02-13

FDL FIRST TR EXCHANGE-TRADED FD90.4K shares7.35%2025-12-312026-02-13

CALF PACER FDS TR88.7K shares-5.11%2025-12-312026-02-13

PANW PALO ALTO NETWORKS INC21.3K shares-1.16%2025-12-312026-02-13

CGGO CAPITAL GROUP GBL GROWTH EQT113.1K shares8.61%2025-12-312026-02-13

IBMR ISHARES TR153.5K shares1.25%2025-12-312026-02-13

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BMY BRISTOL-MYERS SQUIBB CO72.2K shares11.60%2025-12-312026-02-13

DE DEERE & CO8.3K shares-0.38%2025-12-312026-02-13

AMAT APPLIED MATLS INC15.1K shares-1.41%2025-12-312026-02-13

DGRW WISDOMTREE TR43.2K shares0.86%2025-12-312026-02-13

FMHI FIRST TR EXCH TRADED FD III80.3K shares9.74%2025-12-312026-02-13

FNCL FIDELITY COVINGTON TRUST49.4K shares3.33%2025-12-312026-02-13

HNDL STRATEGY SHS173.5K shares9.45%2025-12-312026-02-13

SCHW SCHWAB CHARLES CORP38.1K shares0.26%2025-12-312026-02-13

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JPIE J P MORGAN EXCHANGE TRADED F81.7K shares0.37%2025-12-312026-02-13

TIP ISHARES TR34.5K shares7.45%2025-12-312026-02-13

PH PARKER-HANNIFIN CORP4.3K shares3.95%2025-12-312026-02-13

EMR EMERSON ELEC CO28.2K shares1.93%2025-12-312026-02-13

CGIC CAPITAL GROUP INTERNATIONAL114.9K shares19.86%2025-12-312026-02-13

LINDE PLC LINDE PLC8.8K shares-6.29%2025-12-312026-02-13

GILD GILEAD SCIENCES INC30.4K shares10.96%2025-12-312026-02-13

MOS MOSAIC CO NEW154.7K shares-0.09%2025-12-312026-02-13

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WES WESTERN MIDSTREAM PARTNERS L94.3K shares0.21%2025-12-312026-02-13

IMCB ISHARES TR44.9K shares9.68%2025-12-312026-02-13

MO ALTRIA GROUP INC62.7K shares1.32%2025-12-312026-02-13

FEZ SPDR INDEX SHS FDS56.9K shares1.82%2025-12-312026-02-13

DXJ WISDOMTREE TR25.4K shares-0.40%2025-12-312026-02-13

FLMI FRANKLIN TEMPLETON ETF TR145.3K shares20.31%2025-12-312026-02-13

SHW SHERWIN WILLIAMS CO11.1K shares-4.98%2025-12-312026-02-13

EQT CORP EQT CORP66.9K shares408.23%2025-12-312026-02-13

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VNQ VANGUARD INDEX FDS40.4K shares1.93%2025-12-312026-02-13

OUNZ VANECK MERK GOLD ETF85.7K shares-2.12%2025-12-312026-02-13

PFE PFIZER INC141.1K shares13.26%2025-12-312026-02-13

AEP AMERICAN ELEC PWR CO INC30.3K shares-2.18%2025-12-312026-02-13

XBI SPDR SERIES TRUST28.6K shares540.61%2025-12-312026-02-13

BUG GLOBAL X FDS113.8K shares-3.86%2025-12-312026-02-13

BUFR FIRST TR EXCHNG TRADED FD VI101.1K shares-2.78%2025-12-312026-02-13

WST WEST PHARMACEUTICAL SVSC INC12.6K shares-5.60%2025-12-312026-02-13

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PFF ISHARES TR111.4K shares-3.64%2025-12-312026-02-13

SCYB SCHWAB STRATEGIC TR130.6K sharesnew addition2025-12-312026-02-13

CITIGROUP INC CITIGROUP INC29.4K shares13.35%2025-12-312026-02-13

SUPER MICRO COMPUTER INC SUPER MICRO COMPUTER INC116.8K shares0.07%2025-12-312026-02-13

UPS UNITED PARCEL SERVICE INC34.4K shares-3.30%2025-12-312026-02-13

CGGR CAPITAL GROUP GROWTH ETF76.5K shares-5.09%2025-12-312026-02-13

CGCP CAPITAL GRP FIXED INCM ETF T149.6K shares15.24%2025-12-312026-02-13

VXF VANGUARD INDEX FDS16.1K shares0.17%2025-12-312026-02-13

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EVSM MORGAN STANLEY ETF TRUST66.3K shares27.82%2025-12-312026-02-13

ETHA ISHARES ETHEREUM TR148.7K shares17.95%2025-12-312026-02-13

OEF ISHARES TR9.7K shares-9.36%2025-12-312026-02-13

URI UNITED RENTALS INC4.1K shares-1.74%2025-12-312026-02-13

GEL GENESIS ENERGY L P210.5K shares0.00%2025-12-312026-02-13

IBMS ISHARES TR125.3K shares-2.62%2025-12-312026-02-13

WBD WARNER BROS DISCOVERY INC112.9K shares1.35%2025-12-312026-02-13

CHAT TIDAL TRUST II54.8K shares0.78%2025-12-312026-02-13

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PBA PEMBINA PIPELINE CORP84.8K shares0.00%2025-12-312026-02-13

AVXL ANAVEX LIFE SCIENCES CORP903.4K shares103.34%2025-12-312026-02-13

QYLD GLOBAL X FDS182.0K shares-32.25%2025-12-312026-02-13

AVUV AMERICAN CENTY ETF TR31.5K shares8.05%2025-12-312026-02-13

BARRICK MNG CORP BARRICK MNG CORP73.7K shares7.64%2025-12-312026-02-13

CLSK CLEANSPARK INC316.1K shares14.02%2025-12-312026-02-13

SRVR PACER FDS TR109.3K shares6.77%2025-12-312026-02-13

NDSN NORDSON CORP13.1K shares-3.04%2025-12-312026-02-13

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FRONTLINE PLC FRONTLINE PLC145.0K shares0.00%2025-12-312026-02-13

UNP UNION PAC CORP13.7K shares-2.40%2025-12-312026-02-13

IDEV ISHARES TR38.2K shares17.41%2025-12-312026-02-13

CTAS CINTAS CORP16.6K shares0.91%2025-12-312026-02-13

JCPB J P MORGAN EXCHANGE TRADED F65.4K shares7.91%2025-12-312026-02-13

CDX SIMPLIFY EXCHANGE TRADED FUN138.5K shares9.95%2025-12-312026-02-13

ACWI ISHARES TR21.7K shares8.33%2025-12-312026-02-13

SOXX ISHARES TR10.1K shares8.31%2025-12-312026-02-13

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XLC SELECT SECTOR SPDR TR25.8K shares-6.02%2025-12-312026-02-13

GVAL CAMBRIA ETF TR95.9K shares-9.74%2025-12-312026-02-13

DERM JOURNEY MED CORP390.4K shares2.79%2025-12-312026-02-13

HMY HARMONY GOLD MINING CO LTD151.0K shares-0.07%2025-12-312026-02-13

ONEQ FIDELITY COMWLTH TR32.7K shares354.89%2025-12-312026-02-13

FTCB FIRST TR EXCHANGE-TRADED FD139.9K shares8.10%2025-12-312026-02-13

CGMU CAPITAL GRP FIXED INCM ETF T108.5K shares193.21%2025-12-312026-02-13

MEDTRONIC PLC MEDTRONIC PLC30.7K shares5.76%2025-12-312026-02-13

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RNR RENAISSANCERE HLDGS LTD10.5K shares-11.73%2025-12-312026-02-13

DX DYNEX CAP INC211.0K shares0.43%2025-12-312026-02-13

INDA ISHARES TR54.6K shares-3.32%2025-12-312026-02-13

CASY CASEYS GEN STORES INC5.3K shares-1.17%2025-12-312026-02-13

DAL DELTA AIR LINES INC DEL42.4K shares-3.89%2025-12-312026-02-13

SGOV ISHARES TR29.2K shares-30.13%2025-12-312026-02-13

BSX BOSTON SCIENTIFIC CORP30.8K shares-4.68%2025-12-312026-02-13

IVW ISHARES TR23.4K shares-36.05%2025-12-312026-02-13

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LNG CHENIERE ENERGY INC14.8K shares-2.83%2025-12-312026-02-13

SCHA SCHWAB STRATEGIC TR100.6K shares-1.23%2025-12-312026-02-13

CIBR FIRST TR EXCHANGE TRADED FD40.1K shares6.15%2025-12-312026-02-13

FXN FIRST TR EXCHANGE TRADED FD172.0K shares-5.86%2025-12-312026-02-13

FCX FREEPORT-MCMORAN INC55.5K shares-2.34%2025-12-312026-02-13

SMIN ISHARES TR40.2K shares8.17%2025-12-312026-02-13

SCHQ SCHWAB STRATEGIC TR88.0K shares7.09%2025-12-312026-02-13

CORP PIMCO ETF TR28.2K shares-2.82%2025-12-312026-02-13

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COPX GLOBAL X FDS37.6K shares0.00%2025-12-312026-02-13

EATON CORP PLC EATON CORP PLC8.7K shares1.81%2025-12-312026-02-13

SMBS SCHWAB STRATEGIC TR106.9K shares0.62%2025-12-312026-02-13

AGNC AGNC INVT CORP252.7K shares-0.76%2025-12-312026-02-13

DBJP DBX ETF TR28.8K shares-3.59%2025-12-312026-02-13

IUSG ISHARES TR16.2K shares19.38%2025-12-312026-02-13

HTRB HARTFORD FDS EXCHANGE TRADED78.9K sharesnew addition2025-12-312026-02-13

IMTB ISHARES TR61.4K shares-1.77%2025-12-312026-02-13

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CBSH COMMERCE BANCSHARES INC51.8K shares-11.96%2025-12-312026-02-13

SRLN SSGA ACTIVE ETF TR65.6K shares-1.74%2025-12-312026-02-13

AEM AGNICO EAGLE MINES LTD15.8K shares-2.13%2025-12-312026-02-13

TGTX TG THERAPEUTICS INC90.1K sharesnew addition2025-12-312026-02-13

COP CONOCOPHILLIPS28.6K shares1.90%2025-12-312026-02-13

VTWG VANGUARD SCOTTSDALE FDS11.4K shares-1.03%2025-12-312026-02-13

VV VANGUARD INDEX FDS8.5K shares-1.69%2025-12-312026-02-13

CHMI CHERRY HILL MTG INVT CORP1.0M shares106.06%2025-12-312026-02-13

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TT TRANE TECHNOLOGIES PLC6.9K shares18.26%2025-12-312026-02-13

ROP ROPER TECHNOLOGIES INC5.9K shares0.03%2025-12-312026-02-13

PINK SIMPLIFY EXCHANGE TRADED FUN72.0K sharesnew addition2025-12-312026-02-13

EVTR MORGAN STANLEY ETF TRUST51.2K shares59.54%2025-12-312026-02-13

CVS CVS HEALTH CORP32.9K shares4.80%2025-12-312026-02-13

GNL GLOBAL NET LEASE INC302.7K shares0.00%2025-12-312026-02-13

QLC FLEXSHARES TR31.9K shares34.67%2025-12-312026-02-13

SKYY FIRST TR EXCHANGE TRADED FD19.8K shares-5.12%2025-12-312026-02-13

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AFL AFLAC INC23.3K shares-0.19%2025-12-312026-02-13

BRO BROWN & BROWN INC32.1K shares-1.60%2025-12-312026-02-13

IYW ISHARES TR12.8K shares9.54%2025-12-312026-02-13

PLD PROLOGIS INC.20.0K shares0.78%2025-12-312026-02-13

USFR WISDOMTREE TR50.6K shares-56.50%2025-12-312026-02-13

FYBR FRONTIER COMMUNICATIONS PARE66.3K shares0.76%2025-12-312026-02-13

CBOE CBOE GLOBAL MKTS INC10.0K shares-0.21%2025-12-312026-02-13

CRH PLC CRH PLC20.2K shares0.65%2025-12-312026-02-13

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URA GLOBAL X FDS56.2K shares1.05%2025-12-312026-02-13

LMT LOCKHEED MARTIN CORP5.2K shares-6.88%2025-12-312026-02-13

ROK ROCKWELL AUTOMATION INC6.4K shares-2.59%2025-12-312026-02-13

TCAF T ROWE PRICE ETF INC65.3K shares0.63%2025-12-312026-02-13

PULS PGIM ETF TR50.0K shares4.22%2025-12-312026-02-13

FTLS FIRST TR EXCH TRADED FD III34.7K shares-0.83%2025-12-312026-02-13

TOST TOAST INC69.3K shares0.91%2025-12-312026-02-13

IWS ISHARES TR17.3K shares129.64%2025-12-312026-02-13

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ADI ANALOG DEVICES INC9.0K shares-2.93%2025-12-312026-02-13

PFFD GLOBAL X FDS128.3K shares-2.83%2025-12-312026-02-13

SU SUNCOR ENERGY INC NEW54.7K shares-1.09%2025-12-312026-02-13

SPOT SPOTIFY TECHNOLOGY S A4.2K shares0.95%2025-12-312026-02-13

VPU VANGUARD WORLD FD13.0K shares64.04%2025-12-312026-02-13

INTU INTUIT3.6K shares-5.10%2025-12-312026-02-13

PRFD PIMCO ETF TR46.0K shares3.26%2025-12-312026-02-13

FTGC FIRST TR EXCHANGE TRAD FD VI102.1K shares-53.52%2025-12-312026-02-13

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BABA ALIBABA GROUP HLDG LTD16.1K shares-0.12%2025-12-312026-02-13

SWAN AMPLIFY ETF TR72.5K shares1.96%2025-12-312026-02-13

WM WASTE MGMT INC DEL10.7K shares-11.84%2025-12-312026-02-13

JPST J P MORGAN EXCHANGE TRADED F45.9K shares3.01%2025-12-312026-02-13

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND8.7K shares-23.97%2025-12-312026-02-13

QTUM ETF SER SOLUTIONS21.2K shares22.05%2025-12-312026-02-13

FTCS FIRST TR EXCHANGE-TRADED FD25.1K shares-41.97%2025-12-312026-02-13

PSX PHILLIPS 6617.9K shares-2.92%2025-12-312026-02-13

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AIO VIRTUS ARTIFICIAL INTELLIGEN100.2K shares2.55%2025-12-312026-02-13

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO34.9K sharesnew addition2025-12-312026-02-13

DFIV DIMENSIONAL ETF TRUST45.6K shares19.03%2025-12-312026-02-13

BMI BADGER METER INC13.0K shares2.05%2025-12-312026-02-13

HEZU ISHARES TR51.8K shares-1.14%2025-12-312026-02-13

IGF ISHARES TR36.8K shares53.22%2025-12-312026-02-13

CXE MFS HIGH INCOME MUN TR608.8K shares20.78%2025-12-312026-02-13

OKE ONEOK INC NEW30.6K shares0.49%2025-12-312026-02-13

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CSL CARLISLE COS INC7.0K shares2.13%2025-12-312026-02-13

AMP AMERIPRISE FINL INC4.6K shares-31.24%2025-12-312026-02-13

EFG ISHARES TR19.5K shares-0.84%2025-12-312026-02-13

RSG REPUBLIC SVCS INC10.5K shares-5.31%2025-12-312026-02-13

DFAI DIMENSIONAL ETF TRUST58.2K shares0.38%2025-12-312026-02-13

VSS VANGUARD INTL EQUITY INDEX F15.4K shares-0.24%2025-12-312026-02-13

XAR SPDR SERIES TRUST9.1K shares4.90%2025-12-312026-02-13

TSLL DIREXION SHS ETF TR114.9K shares10.10%2025-12-312026-02-13

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INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T46.6K shares-2.41%2025-12-312026-02-13

SDY SPDR SERIES TRUST15.6K shares0.96%2025-12-312026-02-13

USB US BANCORP DEL40.4K shares-0.01%2025-12-312026-02-13

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW18.5K shares-0.03%2025-12-312026-02-13

JPEM J P MORGAN EXCHANGE TRADED F35.5K shares-2.78%2025-12-312026-02-13

IWB ISHARES TR5.7K shares2.78%2025-12-312026-02-13

FBTC FIDELITY WISE ORIGIN BITCOIN27.9K shares2.91%2025-12-312026-02-13

MET METLIFE INC26.6K shares4.07%2025-12-312026-02-13

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QTEC FIRST TR EXCHANGE-TRADED FD9.1K shares-4.04%2025-12-312026-02-13

RF REGIONS FINANCIAL CORP NEW76.6K shares7.72%2025-12-312026-02-13

CLOI VANECK ETF TRUST39.6K shares-0.70%2025-12-312026-02-13

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP6.2K shares0.70%2025-12-312026-02-13

FHLC FIDELITY COVINGTON TRUST28.0K shares-46.79%2025-12-312026-02-13

SCHM SCHWAB STRATEGIC TR69.0K shares-1.77%2025-12-312026-02-13

ROBO EXCHANGE TRADED CONCEPTS TRU29.8K shares-4.04%2025-12-312026-02-13

BN BROOKFIELD CORP44.5K shares54.92%2025-12-312026-02-13

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QGRW WISDOMTREE TR34.7K shares-1.64%2025-12-312026-02-13

VOX VANGUARD WORLD FD10.5K shares-40.50%2025-12-312026-02-13

VKTX VIKING THERAPEUTICS INC57.2K shares-1.66%2025-12-312026-02-13

FTSM FIRST TR EXCHANGE-TRADED FD33.3K shares-10.81%2025-12-312026-02-13

J JACOBS SOLUTIONS INC15.0K shares0.05%2025-12-312026-02-13

MAR MARRIOTT INTL INC NEW6.4K shares0.38%2025-12-312026-02-13

TAFI AB ACTIVE ETFS INC78.6K shares-39.58%2025-12-312026-02-13

SRV NXG CUSHING MIDSTREAM ENERGY50.9K shares17.54%2025-12-312026-02-13

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VYMI VANGUARD WHITEHALL FDS22.0K shares22.76%2025-12-312026-02-13

GLW CORNING INC22.6K shares16.81%2025-12-312026-02-13

PIM PUTNAM MASTER INTER INCOME T592.1K shares206.41%2025-12-312026-02-13

SCHH SCHWAB STRATEGIC TR94.3K shares15.71%2025-12-312026-02-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available