The Analysis of Triad Wealth Partners, LLC's Holdings
Currently, Triad Wealth Partners, LLC holds 366 types of securities in its portfolio with a total value $775.5M. In the most recent quarter, they have increased their positions in BUFR (+924.8K shares, valued at $30.9M), XISE (+700.5K shares, valued at $21.2M), FBND (+378.1K shares, valued at $17.5M); decreased their positions in JCPB (-315.3K shares, valued at $15.0M), IYW (-31.9K shares, valued at $6.2M), EFG (-51.8K shares, valued at $5.9M); initiated new positions in XISE (+700.5K shares, valued at $21.2M), SHLD (+73.5K shares, valued at $5.2M), XIDE (+57.9K shares, valued at $1.8M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
FBND FIDELITY MERRIMACK STR TR785.5K shares92.80%2025-09-302025-10-30
BUFR FIRST TR EXCHNG TRADED FD VI979.5K shares1691.44%2025-09-302025-10-30 DYNF BLACKROCK ETF TRUST445.0K shares56.93%2025-09-302025-10-30 IVW ISHARES TR210.9K shares20.93%2025-09-302025-10-30 IVE ISHARES TR114.5K shares29.00%2025-09-302025-10-30 QUAL ISHARES TR117.1K shares14.55%2025-09-302025-10-30 VOO VANGUARD INDEX FDS37.0K shares47.88%2025-09-302025-10-30 XISE FIRST TR EXCHNG TRADED FD VI700.5K sharesnew addition2025-09-302025-10-30 MGC VANGUARD WORLD FD74.6K shares137.75%2025-09-302025-10-30 IEMG ISHARES INC263.1K shares45.13%2025-09-302025-10-30 EFV ISHARES TR223.1K shares-8.45%2025-09-302025-10-30 AAPL APPLE INC55.3K shares82.64%2025-09-302025-10-30 MSFT MICROSOFT CORP27.0K shares17.65%2025-09-302025-10-30 NVDA NVIDIA CORPORATION73.6K shares56.91%2025-09-302025-10-30 TLH ISHARES TR125.0K shares20.49%2025-09-302025-10-30 MBB ISHARES TR124.5K shares16.12%2025-09-302025-10-30 GOVT ISHARES TR504.2K shares333.45%2025-09-302025-10-30 JCPB J P MORGAN EXCHANGE TRADED F221.9K shares-58.69%2025-09-302025-10-30 BAI BLACKROCK ETF TRUST293.7K shares120.70%2025-09-302025-10-30 THRO BLACKROCK ETF TRUST256.9K shares30.31%2025-09-302025-10-30 IAU ISHARES GOLD TR130.8K shares64.88%2025-09-302025-10-30 AMZN AMAZON COM INC42.1K shares50.31%2025-09-302025-10-30 AVGO BROADCOM INC27.4K shares67.79%2025-09-302025-10-30 BINC BLACKROCK ETF TRUST II166.1K shares5.36%2025-09-302025-10-30 BNDX VANGUARD CHARLOTTE FDS176.6K shares22.88%2025-09-302025-10-30 SPYM SPDR SERIES TRUST109.7K shares1.00%2025-09-302025-10-30 DFAC DIMENSIONAL ETF TRUST215.4K shares27.63%2025-09-302025-10-30 SPY SPDR S&P 500 ETF TR12.0K shares1412.56%2025-09-302025-10-30 VUG VANGUARD INDEX FDS16.2K shares634.60%2025-09-302025-10-30 RSMV LISTED FDS TR262.5K shares-37.91%2025-09-302025-10-30 SPMO INVESCO EXCH TRADED FD TR II55.1K shares17.96%2025-09-302025-10-30 VEA VANGUARD TAX-MANAGED FDS110.8K shares19.49%2025-09-302025-10-30 SCHF SCHWAB STRATEGIC TR261.9K shares32.59%2025-09-302025-10-30 BND VANGUARD BD INDEX FDS71.9K shares6.80%2025-09-302025-10-30 SHLD GLOBAL X FDS73.5K sharesnew addition2025-09-302025-10-30 TSLA TESLA INC14.3K shares250.95%2025-09-302025-10-30 META META PLATFORMS INC6.1K shares32.97%2025-09-302025-10-30 PJUL INNOVATOR ETFS TRUST95.5K shares76.94%2025-09-302025-10-30 PAPR INNOVATOR ETFS TRUST112.5K shares71.13%2025-09-302025-10-30 POCT INNOVATOR ETFS TRUST95.4K shares70.51%2025-09-302025-10-30 PJAN INNOVATOR ETFS TRUST89.7K shares69.87%2025-09-302025-10-30 NEE NEXTERA ENERGY INC54.0K shares1305.08%2025-09-302025-10-30 XOM EXXON MOBIL CORP36.1K shares119.08%2025-09-302025-10-30 KNG FIRST TR EXCHANGE-TRADED FD81.1K shares-10.30%2025-09-302025-10-30 QQQ INVESCO QQQ TR6.6K shares217.61%2025-09-302025-10-30 GOOGL ALPHABET INC16.0K shares46.39%2025-09-302025-10-30 QLTA ISHARES TR79.8K shares44.56%2025-09-302025-10-30 CVX CHEVRON CORP NEW24.4K shares382.86%2025-09-302025-10-30 MUB ISHARES TR33.0K shares122.05%2025-09-302025-10-30 IVV ISHARES TR5.0K shares63.12%2025-09-302025-10-30 BRK.B BERKSHIRE HATHAWAY INC DEL6.6K shares65.99%2025-09-302025-10-30 JPM JPMORGAN CHASE & CO.10.3K shares8.09%2025-09-302025-10-30 JGRO J P MORGAN EXCHANGE TRADED F34.1K shares16.84%2025-09-302025-10-30 VTIP VANGUARD MALVERN FDS59.1K shares13.74%2025-09-302025-10-30 GOOG ALPHABET INC12.2K shares68.22%2025-09-302025-10-30 HYDB ISHARES TR58.8K shares7.95%2025-09-302025-10-30 BFRZ INNOVATOR ETFS TRUST105.5K shares293.71%2025-09-302025-10-30 JAVA J P MORGAN EXCHANGE TRADED F40.4K shares20.57%2025-09-302025-10-30 COST COSTCO WHSL CORP NEW3.0K shares174.38%2025-09-302025-10-30 JPIE J P MORGAN EXCHANGE TRADED F59.2K shares13.79%2025-09-302025-10-30 AGG ISHARES TR27.2K shares6.36%2025-09-302025-10-30 BALT INNOVATOR ETFS TRUST82.0K shares134.11%2025-09-302025-10-30 DGRW WISDOMTREE TR25.9K shares12.43%2025-09-302025-10-30 OKLO OKLO INC20.3K shares1.81%2025-09-302025-10-30 FTSM FIRST TR EXCHANGE-TRADED FD37.7K shares-26.56%2025-09-302025-10-30 FNDF SCHWAB STRATEGIC TR50.5K shares36.66%2025-09-302025-10-30 DFIC DIMENSIONAL ETF TRUST65.8K shares55.56%2025-09-302025-10-30 BBAG J P MORGAN EXCHANGE TRADED F45.3K shares-5.47%2025-09-302025-10-30 JGLO J P MORGAN EXCHANGE TRADED F31.1K shares10.92%2025-09-302025-10-30 BOXX EA SERIES TRUST16.8K shares23.57%2025-09-302025-10-30 OMFL INVESCO EXCH TRD SLF IDX FD31.1K shares-1.17%2025-09-302025-10-30 EALT INNOVATOR ETFS TRUST53.1K shares89.25%2025-09-302025-10-30 JEPI J P MORGAN EXCHANGE TRADED F31.9K shares154.00%2025-09-302025-10-30 WMT WALMART INC17.4K shares39.36%2025-09-302025-10-30 XIDE FIRST TR EXCHNG TRADED FD VI57.9K sharesnew addition2025-09-302025-10-30 ABBV ABBVIE INC7.3K shares40.64%2025-09-302025-10-30 DCOR DIMENSIONAL ETF TRUST23.4K shares162.33%2025-09-302025-10-30 MA MASTERCARD INCORPORATED2.9K shares28.07%2025-09-302025-10-30 VLO VALERO ENERGY CORP9.6K sharesnew addition2025-09-302025-10-30 BALI BLACKROCK ETF TRUST51.1K shares40.74%2025-09-302025-10-30 GLD SPDR GOLD TR4.6K shares165.33%2025-09-302025-10-30 MARM FIRST TR EXCHNG TRADED FD VI49.7K shares-15.61%2025-09-302025-10-30 LVHD LEGG MASON ETF INVT36.7K shares39.21%2025-09-302025-10-30 DFAX DIMENSIONAL ETF TRUST47.1K shares0.35%2025-09-302025-10-30 SPDW SPDR INDEX SHS FDS34.3K shares31.18%2025-09-302025-10-30 V VISA INC4.3K shares5.21%2025-09-302025-10-30 JAJL INNOVATOR ETFS TRUST50.5K shares86.76%2025-09-302025-10-30 DFSV DIMENSIONAL ETF TRUST43.9K shares10.69%2025-09-302025-10-30 BBUS J P MORGAN EXCHANGE TRADED F11.4K shares4.90%2025-09-302025-10-30 HD HOME DEPOT INC3.4K shares22.31%2025-09-302025-10-30 EFG ISHARES TR12.0K shares-81.25%2025-09-302025-10-30 KLAC KLA CORP1.2K shares4.01%2025-09-302025-10-30 DFUS DIMENSIONAL ETF TRUST18.0K shares2.14%2025-09-302025-10-30 LMT LOCKHEED MARTIN CORP2.6K shares9.49%2025-09-302025-10-30 CLOA BLACKROCK ETF TRUST II24.9K shares28.66%2025-09-302025-10-30 VTI VANGUARD INDEX FDS3.9K shares316.44%2025-09-302025-10-30 BIDD BLACKROCK ETF TRUST45.5K shares42.60%2025-09-302025-10-30 ABT ABBOTT LABS9.3K shares28.84%2025-09-302025-10-30 UNH UNITEDHEALTH GROUP INC3.6K shares38.79%2025-09-302025-10-30 HYGW ISHARES TR40.5K shares46.32%2025-09-302025-10-30 IJUL INNOVATOR ETFS TRUST37.6K shares62.87%2025-09-302025-10-30 RDVY FIRST TR EXCHANGE TRADED FD17.7K sharesnew addition2025-09-302025-10-30 PG PROCTER AND GAMBLE CO7.7K shares16.17%2025-09-302025-10-30 ORCL ORACLE CORP4.2K shares14.38%2025-09-302025-10-30 IJAN INNOVATOR ETFS TRUST33.4K shares69.67%2025-09-302025-10-30 JNJ JOHNSON & JOHNSON6.3K shares-0.72%2025-09-302025-10-30 MS MORGAN STANLEY7.3K shares8.67%2025-09-302025-10-30 IOCT INNOVATOR ETFS TRUST33.6K shares73.02%2025-09-302025-10-30 ILCG ISHARES TR10.8K shares0.00%2025-09-302025-10-30 IAPR INNOVATOR ETFS TRUST37.6K shares74.48%2025-09-302025-10-30 ZNOV INNOVATOR ETFS TRUST42.6K shares87.08%2025-09-302025-10-30 ETN EATON CORP PLC2.9K shares14.62%2025-09-302025-10-30 XIMR FIRST TR EXCHNG TRADED FD VI34.2K sharesnew addition2025-09-302025-10-30 GJUN FIRST TR EXCHNG TRADED FD VI27.3K shares5.32%2025-09-302025-10-30 IUSG ISHARES TR6.4K sharesnew addition2025-09-302025-10-30 SO SOUTHERN CO10.9K shares10.15%2025-09-302025-10-30 CRWD CROWDSTRIKE HLDGS INC2.0K shares255.11%2025-09-302025-10-30 CLSM EXCHANGE LISTED FDS TR42.7K sharesnew addition2025-09-302025-10-30 IBIT ISHARES BITCOIN TRUST ETF15.0K sharesnew addition2025-09-302025-10-30 TDSC EXCHANGE LISTED FDS TR37.7K sharesnew addition2025-09-302025-10-30 DUHP DIMENSIONAL ETF TRUST24.7K shares23.03%2025-09-302025-10-30 OEF ISHARES TR2.8K shares2.17%2025-09-302025-10-30 T AT&T INC32.6K shares53.48%2025-09-302025-10-30 IJH ISHARES TR14.0K shares-3.05%2025-09-302025-10-30 FDL FIRST TR EXCHANGE-TRADED FD21.0K shares36.85%2025-09-302025-10-30 DGRO ISHARES TR13.4K sharesnew addition2025-09-302025-10-30 SKOR FLEXSHARES TR18.5K shares32.77%2025-09-302025-10-30 PLTR PALANTIR TECHNOLOGIES INC4.9K shares77.05%2025-09-302025-10-30 MCD MCDONALDS CORP2.9K shares43.90%2025-09-302025-10-30 LLY ELI LILLY & CO1.2K shares-16.03%2025-09-302025-10-30 EJUL INNOVATOR ETFS TRUST30.0K shares71.84%2025-09-302025-10-30 DFGP DIMENSIONAL ETF TRUST15.5K shares13.74%2025-09-302025-10-30 VTV VANGUARD INDEX FDS4.6K shares98.26%2025-09-302025-10-30 XLK SELECT SECTOR SPDR TR3.0K shares191.03%2025-09-302025-10-30 EJAN INNOVATOR ETFS TRUST25.6K shares74.89%2025-09-302025-10-30 IEF ISHARES TR8.8K shares44.84%2025-09-302025-10-30 SUB ISHARES TR7.9K shares33.06%2025-09-302025-10-30 XDSQ INNOVATOR ETFS TRUST21.1K shares100.78%2025-09-302025-10-30 IBM INTERNATIONAL BUSINESS MACHS3.0K shares35.06%2025-09-302025-10-30 IYW ISHARES TR4.3K shares-88.20%2025-09-302025-10-30 QCOM QUALCOMM INC4.8K shares0.71%2025-09-302025-10-30 ET ENERGY TRANSFER L P46.9K sharesnew addition2025-09-302025-10-30 HIMU BLACKROCK ETF TRUST II16.2K shares102.83%2025-09-302025-10-30 VWO VANGUARD INTL EQUITY INDEX F14.7K shares28.26%2025-09-302025-10-30 SPYV SPDR SERIES TRUST14.1K shares261.06%2025-09-302025-10-30 IEFA ISHARES TR8.9K shares49.85%2025-09-302025-10-30 R RYDER SYS INC4.1K shares0.00%2025-09-302025-10-30 PEP PEPSICO INC5.4K shares49.24%2025-09-302025-10-30 MUNI PIMCO ETF TR14.2K shares108.49%2025-09-302025-10-30 LHX L3HARRIS TECHNOLOGIES INC2.4K shares9.41%2025-09-302025-10-30 COR CENCORA INC2.3K shares6.32%2025-09-302025-10-30 MOAT VANECK ETF TRUST7.3K shares141.56%2025-09-302025-10-30 DFEM DIMENSIONAL ETF TRUST22.4K shares74.67%2025-09-302025-10-30 MO ALTRIA GROUP INC10.8K shares9.83%2025-09-302025-10-30 SCHD SCHWAB STRATEGIC TR26.1K sharesnew addition2025-09-302025-10-30 VZ VERIZON COMMUNICATIONS INC15.9K shares16.91%2025-09-302025-10-30 NOW SERVICENOW INC749 shares7.15%2025-09-302025-10-30 KO COCA COLA CO10.4K shares5.81%2025-09-302025-10-30 AOCT INNOVATOR ETFS TRUST26.1K shares71.18%2025-09-302025-10-30 APD AIR PRODS & CHEMS INC2.5K shares-2.00%2025-09-302025-10-30 CSCO CISCO SYS INC9.9K shares25.71%2025-09-302025-10-30 SECT NORTHERN LTS FD TR IV10.7K shares-59.74%2025-09-302025-10-30 EPS WISDOMTREE TR9.7K sharesnew addition2025-09-302025-10-30 XDQQ INNOVATOR ETFS TRUST17.6K shares98.94%2025-09-302025-10-30 IWR ISHARES TR6.8K shares1.84%2025-09-302025-10-30 BAC BANK AMERICA CORP12.8K shares9.30%2025-09-302025-10-30 SPYG SPDR SERIES TRUST6.3K shares22.06%2025-09-302025-10-30 MZTI MARZETTI COMPANY3.8K shares0.05%2025-09-302025-10-30 BLK BLACKROCK INC559 shares6.68%2025-09-302025-10-30 BIL SPDR SERIES TRUST7.0K sharesnew addition2025-09-302025-10-30 HON HONEYWELL INTL INC3.0K shares21.08%2025-09-302025-10-30 IXUS ISHARES TR7.7K shares22.31%2025-09-302025-10-30 IMCB ISHARES TR7.6K shares0.00%2025-09-302025-10-30 VT VANGUARD INTL EQUITY INDEX F4.5K shares99.34%2025-09-302025-10-30 TSM TAIWAN SEMICONDUCTOR MFG LTD2.2K shares38.81%2025-09-302025-10-30 CB CHUBB LIMITED2.1K shares0.47%2025-09-302025-10-30 NFLX NETFLIX INC498 shares79.14%2025-09-302025-10-30 TLT ISHARES TR6.6K shares49.57%2025-09-302025-10-30 LOW LOWES COS INC2.3K shares9.85%2025-09-302025-10-30 SPAB SPDR SERIES TRUST22.3K shares8.97%2025-09-302025-10-30 SPYI NEOS ETF TRUST11.0K shares41.04%2025-09-302025-10-30 AMAT APPLIED MATLS INC2.8K sharesnew addition2025-09-302025-10-30 ED CONSOLIDATED EDISON INC5.7K shares155.27%2025-09-302025-10-30 INTU INTUIT832 shares-5.88%2025-09-302025-10-30 EEM ISHARES TR10.6K shares142.23%2025-09-302025-10-30 UAPR INNOVATOR ETFS TRUST17.4K shares97.25%2025-09-302025-10-30 AMD ADVANCED MICRO DEVICES INC3.4K shares109.85%2025-09-302025-10-30 DFAT DIMENSIONAL ETF TRUST9.5K shares-4.43%2025-09-302025-10-30 QQA INVESCO ACTIVELY MANAGED EXC10.5K sharesnew addition2025-09-302025-10-30 BX BLACKSTONE INC3.2K shares11.38%2025-09-302025-10-30 DFAU DIMENSIONAL ETF TRUST12.0K shares6.38%2025-09-302025-10-30 UJAN INNOVATOR ETFS TRUST12.9K shares104.82%2025-09-302025-10-30 ORLY OREILLY AUTOMOTIVE INC5.0K shares-0.34%2025-09-302025-10-30 UJUL INNOVATOR ETFS TRUST14.0K shares122.20%2025-09-302025-10-30 IUSB ISHARES TR11.4K shares-15.71%2025-09-302025-10-30 IWF ISHARES TR1.1K shares-4.28%2025-09-302025-10-30 VGT VANGUARD WORLD FD711 shares123.58%2025-09-302025-10-30 IJR ISHARES TR4.4K shares12.06%2025-09-302025-10-30 BUFD FIRST TR EXCHNG TRADED FD VI19.0K shares-22.71%2025-09-302025-10-30 SPG SIMON PPTY GROUP INC NEW2.8K shares78.80%2025-09-302025-10-30 XLF SELECT SECTOR SPDR TR9.6K sharesnew addition2025-09-302025-10-30 DFLV DIMENSIONAL ETF TRUST15.7K shares6.32%2025-09-302025-10-30 PFE PFIZER INC20.1K shares129.12%2025-09-302025-10-30 UOCT INNOVATOR ETFS TRUST13.2K shares117.69%2025-09-302025-10-30 SCHX SCHWAB STRATEGIC TR19.2K shares-14.11%2025-09-302025-10-30 FIXD FIRST TR EXCHNG TRADED FD VI11.4K sharesnew addition2025-09-302025-10-30 VO VANGUARD INDEX FDS1.7K sharesnew addition2025-09-302025-10-30 CCL CARNIVAL CORP17.1K sharesnew addition2025-09-302025-10-30 RSP INVESCO EXCHANGE TRADED FD T2.6K shares-2.97%2025-09-302025-10-30 DGCB DIMENSIONAL ETF TRUST8.8K sharesnew addition2025-09-302025-10-30 LRCX LAM RESEARCH CORP3.6K shares19.88%2025-09-302025-10-30 PSTG PURE STORAGE INC5.8K shares1.78%2025-09-302025-10-30 CG CARLYLE GROUP INC7.7K shares9.28%2025-09-302025-10-30 PM PHILIP MORRIS INTL INC2.9K shares6.98%2025-09-302025-10-30 IWM ISHARES TR1.9K shares28.53%2025-09-302025-10-30 JMEE J P MORGAN EXCHANGE TRADED F7.4K shares17.41%2025-09-302025-10-30 PEG PUBLIC SVC ENTERPRISE GRP IN5.5K shares6.16%2025-09-302025-10-30 UNP UNION PAC CORP1.9K shares10.76%2025-09-302025-10-30 UBER UBER TECHNOLOGIES INC4.6K shares4.59%2025-09-302025-10-30 XDEC FIRST TR EXCHNG TRADED FD VI11.2K shares110.60%2025-09-302025-10-30 IQLT ISHARES TR10.1K shares-16.42%2025-09-302025-10-30 DFSD DIMENSIONAL ETF TRUST9.3K sharesnew addition2025-09-302025-10-30 ADSK AUTODESK INC1.4K shares1.15%2025-09-302025-10-30 IDXX IDEXX LABS INC693 shares-20.25%2025-09-302025-10-30 VTEB VANGUARD MUN BD FDS8.8K shares6.37%2025-09-302025-10-30 JBND J P MORGAN EXCHANGE TRADED F8.1K shares-11.86%2025-09-302025-10-30 LIN LINDE PLC917 shares28.79%2025-09-302025-10-30 VIG VANGUARD SPECIALIZED FUNDS2.0K sharesnew addition2025-09-302025-10-30 PSEP INNOVATOR ETFS TRUST10.0K shares9.68%2025-09-302025-10-30 VIGI VANGUARD WHITEHALL FDS4.7K shares-11.24%2025-09-302025-10-30 SHOP SHOPIFY INC2.8K sharesnew addition2025-09-302025-10-30 DFAI DIMENSIONAL ETF TRUST11.4K shares0.53%2025-09-302025-10-30 IWN ISHARES TR2.3K shares5.26%2025-09-302025-10-30 VYM VANGUARD WHITEHALL FDS2.9K shares57.95%2025-09-302025-10-30 JEPQ J P MORGAN EXCHANGE TRADED F7.1K sharesnew addition2025-09-302025-10-30 IWO ISHARES TR1.3K shares8.04%2025-09-302025-10-30 D DOMINION ENERGY INC6.5K shares15.18%2025-09-302025-10-30 MRK MERCK & CO INC4.8K shares26.41%2025-09-302025-10-30 WELL WELLTOWER INC2.2K shares6.48%2025-09-302025-10-30 MELI MERCADOLIBRE INC165 sharesnew addition2025-09-302025-10-30 PFEB INNOVATOR ETFS TRUST9.7K shares-31.49%2025-09-302025-10-30 LDOS LEIDOS HOLDINGS INC2.0K shares0.00%2025-09-302025-10-30 PSX PHILLIPS 662.8K sharesnew addition2025-09-302025-10-30 XLC SELECT SECTOR SPDR TR3.2K sharesnew addition2025-09-302025-10-30 JMST J P MORGAN EXCHANGE TRADED F7.3K sharesnew addition2025-09-302025-10-30 A AGILENT TECHNOLOGIES INC2.9K shares1.93%2025-09-302025-10-30 EMXC ISHARES INC5.5K shares-22.43%2025-09-302025-10-30 DG DOLLAR GEN CORP NEW3.6K sharesnew addition2025-09-302025-10-30 CME CME GROUP INC1.4K shares6.05%2025-09-302025-10-30 CAT CATERPILLAR INC773 shares43.41%2025-09-302025-10-30 GLDM WORLD GOLD TR4.7K shares-2.92%2025-09-302025-10-30 CLS CELESTICA INC1.5K shares0.00%2025-09-302025-10-30 TJAN INNOVATOR ETFS TRUST13.3K shares0.00%2025-09-302025-10-30 NKE NIKE INC5.1K sharesnew addition2025-09-302025-10-30 COP CONOCOPHILLIPS3.7K sharesnew addition2025-09-302025-10-30 DBA INVESCO DB MULTI-SECTOR COMM13.2K sharesnew addition2025-09-302025-10-30 DUK DUKE ENERGY CORP NEW2.8K shares30.05%2025-09-302025-10-30 GE GE AEROSPACE1.2K shares17.77%2025-09-302025-10-30 FTCS FIRST TR EXCHANGE-TRADED FD3.7K sharesnew 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addition2025-09-302025-10-30 TDSB EXCHANGE LISTED FDS TR13.8K sharesnew addition2025-09-302025-10-30 XBJL INNOVATOR ETFS TRUST8.6K sharesnew addition2025-09-302025-10-30 JD JD.COM INC9.2K sharesnew addition2025-09-302025-10-30 LYV LIVE NATION ENTERTAINMENT IN2.0K shares-5.12%2025-09-302025-10-30 XBAP INNOVATOR ETFS TRUST8.5K sharesnew addition2025-09-302025-10-30 GLW CORNING INC3.9K sharesnew addition2025-09-302025-10-30 XBOC INNOVATOR ETFS TRUST9.7K sharesnew addition2025-09-302025-10-30 MGK VANGUARD WORLD FD792 sharesnew addition2025-09-302025-10-30 DFCF DIMENSIONAL ETF TRUST7.4K sharesnew addition2025-09-302025-10-30 DFGX DIMENSIONAL ETF TRUST5.9K sharesnew addition2025-09-302025-10-30 TRU TRANSUNION3.7K shares-0.87%2025-09-302025-10-30 CRM SALESFORCE INC1.3K shares-20.58%2025-09-302025-10-30 XIJN FIRST TR EXCHNG TRADED FD VI10.0K sharesnew addition2025-09-302025-10-30 VYMI VANGUARD WHITEHALL FDS3.6K sharesnew addition2025-09-302025-10-30 JVAL J P MORGAN EXCHANGE TRADED F6.4K shares-0.08%2025-09-302025-10-30 JCI JOHNSON CTLS INTL PLC2.8K shares16.39%2025-09-302025-10-30 MTUM ISHARES TR1.2K sharesnew addition2025-09-302025-10-30 BA BOEING CO1.4K shares6.79%2025-09-302025-10-30 EMB ISHARES TR3.1K shares-90.65%2025-09-302025-10-30 SPEM SPDR INDEX SHS FDS6.3K sharesnew addition2025-09-302025-10-30 MNST MONSTER BEVERAGE CORP NEW4.4K shares1.40%2025-09-302025-10-30 CGGR CAPITAL GROUP GROWTH ETF6.6K shares-2.93%2025-09-302025-10-30 TYL TYLER TECHNOLOGIES INC556 shares26.36%2025-09-302025-10-30 DIHP DIMENSIONAL ETF TRUST9.5K shares23.79%2025-09-302025-10-30 XLG INVESCO EXCHANGE TRADED FD T5.0K shares-17.39%2025-09-302025-10-30 SCCO SOUTHERN COPPER CORP2.4K shares8.32%2025-09-302025-10-30 NULG NUSHARES ETF TR2.9K sharesnew addition2025-09-302025-10-30 MSTR STRATEGY INC881 sharesnew addition2025-09-302025-10-30 GAPR FIRST TR EXCHNG TRADED FD VI7.2K sharesnew addition2025-09-302025-10-30 NULV NUSHARES ETF TR6.4K sharesnew addition2025-09-302025-10-30 MU MICRON TECHNOLOGY INC1.7K sharesnew addition2025-09-302025-10-30 AZN ASTRAZENECA PLC3.6K shares5.50%2025-09-302025-10-30 VEEV VEEVA SYS INC927 shares13.46%2025-09-302025-10-30 DFAS DIMENSIONAL ETF TRUST4.0K sharesnew addition2025-09-302025-10-30 DFIV DIMENSIONAL ETF TRUST6.0K shares-4.57%2025-09-302025-10-30 CAIE CALAMOS ETF TR10.0K sharesnew addition2025-09-302025-10-30 AVDE AMERICAN CENTY ETF TR3.5K sharesnew addition2025-09-302025-10-30 CMCSA COMCAST CORP NEW8.6K shares-5.57%2025-09-302025-10-30 FERG FERGUSON ENTERPRISES INC1.2K shares22.66%2025-09-302025-10-30 CAPE DOUBLELINE ETF TRUST8.0K sharesnew addition2025-09-302025-10-30 SBAR SIMPLIFY EXCHANGE TRADED FUN9.8K sharesnew addition2025-09-302025-10-30 FELC FIDELITY COVINGTON TRUST6.9K sharesnew addition2025-09-302025-10-30 GILD GILEAD SCIENCES INC2.3K shares25.01%2025-09-302025-10-30 APH AMPHENOL CORP NEW2.1K shares1.23%2025-09-302025-10-30 DIS DISNEY WALT CO2.2K shares20.40%2025-09-302025-10-30 SLV ISHARES SILVER TR6.0K sharesnew addition2025-09-302025-10-30 CAH CARDINAL HEALTH INC1.6K shares2.38%2025-09-302025-10-30 MLM MARTIN MARIETTA MATLS INC390 shares1.04%2025-09-302025-10-30 IVLU ISHARES TR6.9K sharesnew addition2025-09-302025-10-30 GMAR FIRST TR EXCHNG TRADED FD VI6.0K sharesnew addition2025-09-302025-10-30 SUSL ISHARES TR2.0K shares0.00%2025-09-302025-10-30 TTD THE TRADE DESK INC4.9K sharesnew addition2025-09-302025-10-30 IWB ISHARES TR648 sharesnew addition2025-09-302025-10-30 SMH VANECK ETF TRUST724 sharesnew addition2025-09-302025-10-30 USB US BANCORP DEL4.9K sharesnew addition2025-09-302025-10-30 DFGR DIMENSIONAL ETF TRUST8.6K sharesnew addition2025-09-302025-10-30 RTX RTX CORPORATION1.4K sharesnew addition2025-09-302025-10-30 PGR PROGRESSIVE CORP949 sharesnew addition2025-09-302025-10-30 CPRT COPART INC5.2K shares-18.43%2025-09-302025-10-30 AMGN AMGEN INC827 shares12.06%2025-09-302025-10-30 SHEL SHELL PLC3.3K sharesnew addition2025-09-302025-10-30 BJUL INNOVATOR ETFS TRUST4.7K shares0.00%2025-09-302025-10-30 SPHY SPDR SERIES TRUST9.6K sharesnew addition2025-09-302025-10-30 ALL ALLSTATE CORP1.1K sharesnew addition2025-09-302025-10-30 ICVT ISHARES TR2.3K shares-83.65%2025-09-302025-10-30 GLOF ISHARES TR4.4K sharesnew addition2025-09-302025-10-30 DFAE DIMENSIONAL ETF TRUST7.3K shares1.13%2025-09-302025-10-30 ADBE ADOBE INC648 shares-2.56%2025-09-302025-10-30 AVEM AMERICAN CENTY ETF TR3.0K sharesnew addition2025-09-302025-10-30 NUDM NUSHARES ETF TR6.1K sharesnew addition2025-09-302025-10-30 HOOD ROBINHOOD MKTS INC1.6K sharesnew addition2025-09-302025-10-30 IGF ISHARES TR3.7K sharesnew addition2025-09-302025-10-30 GEV GE VERNOVA INC364 sharesnew addition2025-09-302025-10-30 ADP AUTOMATIC DATA PROCESSING IN758 shares2.29%2025-09-302025-10-30 SCHG SCHWAB STRATEGIC TR6.9K sharesnew addition2025-09-302025-10-30 GRMN GARMIN LTD896 sharesnew addition2025-09-302025-10-30 TDY TELEDYNE TECHNOLOGIES INC375 sharesnew addition2025-09-302025-10-30 SGOV ISHARES TR2.2K sharesnew addition2025-09-302025-10-30 SBUX STARBUCKS CORP2.6K sharesnew addition2025-09-302025-10-30 SHYM BLACKROCK ETF TRUST II9.7K shares0.00%2025-09-302025-10-30 TMUS T-MOBILE US INC902 sharesnew addition2025-09-302025-10-30 DBND DOUBLELINE ETF TRUST4.6K sharesnew addition2025-09-302025-10-30 MSI MOTOROLA SOLUTIONS INC465 sharesnew addition2025-09-302025-10-30 PANW PALO ALTO NETWORKS INC1.0K shares-26.33%2025-09-302025-10-30 FFLC FIDELITY COVINGTON TRUST4.0K sharesnew addition2025-09-302025-10-30 IQDG WISDOMTREE TR5.3K sharesnew addition2025-09-302025-10-30 APG API GROUP CORP6.1K shares49.95%2025-09-302025-10-30 AMT AMERICAN TOWER CORP NEW1.1K sharesnew addition2025-09-302025-10-30 PCG PG&E CORP13.5K sharesnew addition2025-09-302025-10-30 AXP AMERICAN EXPRESS CO609 sharesnew addition2025-09-302025-10-30 IGIB ISHARES TR3.7K sharesnew addition2025-09-302025-10-30 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available