The Analysis of United Advisor Group, LLC's Holdings
Currently, United Advisor Group, LLC holds 450 types of securities in its portfolio with a total value $743.2M. In the most recent quarter, they have increased their positions in GOOGL (+21.4K shares, valued at $5.2M), AAPL (+18.9K shares, valued at $4.8M), AMZN (+21.4K shares, valued at $4.7M); decreased their positions in DGRE (-96.8K shares, valued at $2.8M), DGRW (-26.3K shares, valued at $2.3M), IHDG (-31.5K shares, valued at $1.5M); initiated new positions in SHOP (+28.6K shares, valued at $4.2M), COIN (+12.1K shares, valued at $4.1M), FRDM (+73.9K shares, valued at $3.3M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION147.3K shares17.21%2025-09-302025-11-12
AAPL APPLE INC89.1K shares26.97%2025-09-302025-11-12 PLTR PALANTIR TECHNOLOGIES INC98.0K shares8.72%2025-09-302025-11-12 MSFT MICROSOFT CORP31.4K shares28.66%2025-09-302025-11-12 AMZN AMAZON COM INC69.9K shares43.98%2025-09-302025-11-12 STRV EA SERIES TRUST355.0K shares10.54%2025-09-302025-11-12 ACIO ETF SER SOLUTIONS338.1K shares10.32%2025-09-302025-11-12 DGRW WISDOMTREE TR132.7K shares-16.53%2025-09-302025-11-12 RDVY FIRST TR EXCHANGE TRADED FD154.2K shares4.35%2025-09-302025-11-12 SCHX SCHWAB STRATEGIC TR387.8K shares36.12%2025-09-302025-11-12 DLN WISDOMTREE TR117.2K shares8.00%2025-09-302025-11-12 TSLA TESLA INC22.8K shares63.72%2025-09-302025-11-12 SPYG SPDR SERIES TRUST90.1K shares3.08%2025-09-302025-11-12 GOOGL ALPHABET INC38.3K shares126.83%2025-09-302025-11-12 OSCV ETF SER SOLUTIONS242.7K shares13.75%2025-09-302025-11-12 TDVG T ROWE PRICE ETF INC192.9K shares4.18%2025-09-302025-11-12 META META PLATFORMS INC11.2K shares106.06%2025-09-302025-11-12 QQQM INVESCO EXCH TRADED FD TR II32.1K shares80.52%2025-09-302025-11-12 DRSK ETF SER SOLUTIONS271.0K shares11.16%2025-09-302025-11-12 DON WISDOMTREE TR147.6K shares1.58%2025-09-302025-11-12 VOO VANGUARD INDEX FDS11.8K shares20.80%2025-09-302025-11-12 DFAI DIMENSIONAL ETF TRUST182.9K shares34.12%2025-09-302025-11-12 JPM JPMORGAN CHASE & CO.20.9K shares16.49%2025-09-302025-11-12 VTV VANGUARD INDEX FDS34.1K shares10.91%2025-09-302025-11-12 JPST J P MORGAN EXCHANGE TRADED F116.9K shares1.58%2025-09-302025-11-12 KHPI MANAGED PORTFOLIO SERIES229.7K shares23.79%2025-09-302025-11-12 UPS UNITED PARCEL SERVICE INC67.2K shares4.42%2025-09-302025-11-12 DGRS WISDOMTREE TR104.9K shares15.60%2025-09-302025-11-12 VEA VANGUARD TAX-MANAGED FDS87.4K shares-3.06%2025-09-302025-11-12 ARDC ARES DYNAMIC CR ALLOCATION F351.9K shares4.63%2025-09-302025-11-12 VUG VANGUARD INDEX FDS10.1K shares7.68%2025-09-302025-11-12 FYLD CAMBRIA ETF TR155.0K shares9.36%2025-09-302025-11-12 XOM EXXON MOBIL CORP41.6K shares-13.54%2025-09-302025-11-12 DPG DUFF & PHELPS UTLITY AND INF353.4K shares2.40%2025-09-302025-11-12 AGG ISHARES TR45.5K shares64.01%2025-09-302025-11-12 IEMG ISHARES INC65.0K shares6.03%2025-09-302025-11-12 SHOP SHOPIFY INC28.6K sharesnew addition2025-09-302025-11-12 JCPB J P MORGAN EXCHANGE TRADED F88.9K shares-1.79%2025-09-302025-11-12 FSK FS KKR CAP CORP279.7K shares4.33%2025-09-302025-11-12 GSEW GOLDMAN SACHS ETF TR49.0K shares12.74%2025-09-302025-11-12 IVV ISHARES TR6.2K shares96.28%2025-09-302025-11-12 SPYV SPDR SERIES TRUST75.2K shares-5.05%2025-09-302025-11-12 COIN COINBASE GLOBAL INC12.1K sharesnew addition2025-09-302025-11-12 REGL PROSHARES TR47.6K shares1.18%2025-09-302025-11-12 CGXU CAPITAL GROUP INTL FOCUS EQT137.0K shares21.45%2025-09-302025-11-12 HTRB HARTFORD FDS EXCHANGE TRADED112.9K shares11.25%2025-09-302025-11-12 PG PROCTER AND GAMBLE CO25.1K shares26.57%2025-09-302025-11-12 WMT WALMART INC37.4K shares13.16%2025-09-302025-11-12 IJR ISHARES TR32.1K shares29.34%2025-09-302025-11-12 QUAL ISHARES TR19.5K shares1.14%2025-09-302025-11-12 AMD ADVANCED MICRO DEVICES INC22.4K shares554.42%2025-09-302025-11-12 EYLD CAMBRIA ETF TR94.4K shares13.64%2025-09-302025-11-12 OCSL OAKTREE SPECIALTY LENDING CO259.1K shares12.97%2025-09-302025-11-12 DGS WISDOMTREE TR59.0K shares6.16%2025-09-302025-11-12 FRDM EA SERIES TRUST73.9K sharesnew addition2025-09-302025-11-12 JEPI J P MORGAN EXCHANGE TRADED F57.3K shares42.58%2025-09-302025-11-12 MFIC MIDCAP FINANCIAL INVSTMNT CO270.8K shares5.44%2025-09-302025-11-12 SMDV PROSHARES TR48.5K shares0.13%2025-09-302025-11-12 FPE FIRST TR EXCH TRADED FD III175.6K shares1.70%2025-09-302025-11-12 SCHA SCHWAB STRATEGIC TR114.8K shares6.65%2025-09-302025-11-12 STWD STARWOOD PPTY TR INC163.7K shares6.62%2025-09-302025-11-12 VIGI VANGUARD WHITEHALL FDS35.1K shares30.20%2025-09-302025-11-12 SCHM SCHWAB STRATEGIC TR106.0K shares16.76%2025-09-302025-11-12 VZ VERIZON COMMUNICATIONS INC69.8K shares39.06%2025-09-302025-11-12 BND VANGUARD BD INDEX FDS40.8K shares15.70%2025-09-302025-11-12 GBDC GOLUB CAP BDC INC220.8K shares2.92%2025-09-302025-11-12 JUCY ETF SER SOLUTIONS131.1K shares1.28%2025-09-302025-11-12 DYNF BLACKROCK ETF TRUST46.6K shares8.49%2025-09-302025-11-12 V VISA INC8.0K shares27.00%2025-09-302025-11-12 SCHG SCHWAB STRATEGIC TR85.4K shares0.12%2025-09-302025-11-12 QQQ INVESCO QQQ TR4.3K shares-6.09%2025-09-302025-11-12 IMCB ISHARES TR30.6K shares33.80%2025-09-302025-11-12 COST COSTCO WHSL CORP NEW2.7K shares27.16%2025-09-302025-11-12 DIVO AMPLIFY ETF TR56.5K shares21.67%2025-09-302025-11-12 CGCB CAPITAL GRP FIXED INCM ETF T91.6K shares6.63%2025-09-302025-11-12 SPY SPDR S&P 500 ETF TR3.6K shares32.91%2025-09-302025-11-12 SDVY FIRST TR EXCHANGE-TRADED FD60.4K shares26.42%2025-09-302025-11-12 CVX CHEVRON CORP NEW14.6K shares127.18%2025-09-302025-11-12 XLK SELECT SECTOR SPDR TR8.0K shares-3.33%2025-09-302025-11-12 SYLD CAMBRIA ETF TR32.6K shares64.77%2025-09-302025-11-12 BALI BLACKROCK ETF TRUST68.8K shares9.35%2025-09-302025-11-12 SPHY SPDR SERIES TRUST91.0K shares24.29%2025-09-302025-11-12 ARCC ARES CAPITAL CORP105.4K shares14.26%2025-09-302025-11-12 BNDX VANGUARD CHARLOTTE FDS43.4K shares11.38%2025-09-302025-11-12 IVE ISHARES TR10.1K shares8.15%2025-09-302025-11-12 XCEM COLUMBIA ETF TR II57.5K shares3.60%2025-09-302025-11-12 VWO VANGUARD INTL EQUITY INDEX F38.2K shares-4.94%2025-09-302025-11-12 PM PHILIP MORRIS INTL INC12.5K shares20.11%2025-09-302025-11-12 VTEB VANGUARD MUN BD FDS40.6K shares4.47%2025-09-302025-11-12 EPD ENTERPRISE PRODS PARTNERS L65.0K shares0.27%2025-09-302025-11-12 IEFA ISHARES TR22.6K shares6.24%2025-09-302025-11-12 VTI VANGUARD INDEX FDS6.0K shares21.85%2025-09-302025-11-12 MO ALTRIA GROUP INC29.7K shares14.19%2025-09-302025-11-12 IBIT ISHARES BITCOIN TRUST ETF30.2K shares130.54%2025-09-302025-11-12 IMCG ISHARES TR23.6K shares30.17%2025-09-302025-11-12 IBM INTERNATIONAL BUSINESS MACHS6.8K shares45.41%2025-09-302025-11-12 SCHD SCHWAB STRATEGIC TR69.9K shares6.88%2025-09-302025-11-12 TCAF T ROWE PRICE ETF INC49.2K shares127.54%2025-09-302025-11-12 GOOG ALPHABET INC7.5K shares21.30%2025-09-302025-11-12 IDEV ISHARES TR22.5K shares1.61%2025-09-302025-11-12 TLT ISHARES TR19.9K shares385.07%2025-09-302025-11-12 CBSH COMMERCE BANCSHARES INC29.5K shares-1.84%2025-09-302025-11-12 SGOV ISHARES TR16.7K shares-11.99%2025-09-302025-11-12 ARKK ARK ETF TR19.5K shares-6.62%2025-09-302025-11-12 SCHP SCHWAB STRATEGIC TR60.8K shares7.15%2025-09-302025-11-12 PGR PROGRESSIVE CORP6.5K shares6.39%2025-09-302025-11-12 RLY SSGA ACTIVE ETF TR52.2K shares48.30%2025-09-302025-11-12 JMUB J P MORGAN EXCHANGE TRADED F31.5K shares-3.10%2025-09-302025-11-12 MCD MCDONALDS CORP5.2K shares33.59%2025-09-302025-11-12 BAC BANK AMERICA CORP30.2K shares18.85%2025-09-302025-11-12 SEIM SEI EXCHANGE TRADED FUNDS33.7K shares16.74%2025-09-302025-11-12 PFE PFIZER INC59.9K shares297.89%2025-09-302025-11-12 MPC MARATHON PETE CORP7.9K shares0.31%2025-09-302025-11-12 SEIV SEI EXCHANGE TRADED FUNDS38.8K shares16.43%2025-09-302025-11-12 MUB ISHARES TR14.0K shares2.26%2025-09-302025-11-12 HD HOME DEPOT INC3.7K shares27.84%2025-09-302025-11-12 ROKU ROKU INC14.8K sharesnew addition2025-09-302025-11-12 AVGO BROADCOM INC4.5K shares-26.39%2025-09-302025-11-12 BRK.B BERKSHIRE HATHAWAY INC DEL2.9K shares4.93%2025-09-302025-11-12 JNJ JOHNSON & JOHNSON7.8K shares27.07%2025-09-302025-11-12 GLD SPDR GOLD TR4.0K shares2.41%2025-09-302025-11-12 MARA MARA HOLDINGS INC78.4K sharesnew addition2025-09-302025-11-12 IGIB ISHARES TR26.0K shares18.42%2025-09-302025-11-12 CGGR CAPITAL GROUP GROWTH ETF31.1K shares51.41%2025-09-302025-11-12 SCHO SCHWAB STRATEGIC TR55.9K shares8.31%2025-09-302025-11-12 ADME ETF SER SOLUTIONS26.6K shares7.79%2025-09-302025-11-12 JMST J P MORGAN EXCHANGE TRADED F26.6K shares0.61%2025-09-302025-11-12 SPYM SPDR SERIES TRUST17.3K shares2.41%2025-09-302025-11-12 TOTR T ROWE PRICE ETF INC32.9K shares0.00%2025-09-302025-11-12 GSBD GOLDMAN SACHS BDC INC131.9K shares0.17%2025-09-302025-11-12 UNH UNITEDHEALTH GROUP INC3.8K shares109.29%2025-09-302025-11-12 SCHV SCHWAB STRATEGIC TR45.0K shares2.84%2025-09-302025-11-12 IHDG WISDOMTREE TR28.3K shares-52.66%2025-09-302025-11-12 BMNR BITMINE IMMERSION TECNOLOGIE25.0K sharesnew addition2025-09-302025-11-12 NFLX NETFLIX INC1.1K shares13.11%2025-09-302025-11-12 FBND FIDELITY MERRIMACK STR TR27.4K shares14.21%2025-09-302025-11-12 T AT&T INC44.7K shares19.62%2025-09-302025-11-12 ISRG INTUITIVE SURGICAL INC2.8K shares4.61%2025-09-302025-11-12 ABBV ABBVIE INC5.4K shares74.55%2025-09-302025-11-12 DES WISDOMTREE TR36.8K shares-0.20%2025-09-302025-11-12 SPTL SPDR SERIES TRUST46.0K shares22.80%2025-09-302025-11-12 GS GOLDMAN SACHS GROUP INC1.5K shares20.85%2025-09-302025-11-12 MRK MERCK & CO INC14.5K shares67.27%2025-09-302025-11-12 MU MICRON TECHNOLOGY INC7.3K shares325.16%2025-09-302025-11-12 CGBL CAPITAL GROUP CORE BALANCED35.0K shares21.84%2025-09-302025-11-12 BOXX EA SERIES TRUST10.5K shares20.90%2025-09-302025-11-12 VBR VANGUARD INDEX FDS5.7K shares-1.51%2025-09-302025-11-12 HYGH ISHARES U S ETF TR13.5K shares55.34%2025-09-302025-11-12 NLY ANNALY CAPITAL MANAGEMENT IN58.0K shares-1.74%2025-09-302025-11-12 ICVT ISHARES TR11.4K shares11.28%2025-09-302025-11-12 CINF CINCINNATI FINL CORP7.0K shares0.92%2025-09-302025-11-12 SUB ISHARES TR10.3K shares8.07%2025-09-302025-11-12 GAIN GLADSTONE INVT CORP78.4K shares0.00%2025-09-302025-11-12 CGCP CAPITAL GRP FIXED INCM ETF T47.4K shares51.12%2025-09-302025-11-12 SPAB SPDR SERIES TRUST41.6K shares29.05%2025-09-302025-11-12 WTV WISDOMTREE TR11.8K shares87.83%2025-09-302025-11-12 KO COCA COLA CO16.0K shares41.28%2025-09-302025-11-12 BCSF BAIN CAP SPECIALTY FIN INC74.0K shares-1.51%2025-09-302025-11-12 EMB ISHARES TR11.0K shares4.71%2025-09-302025-11-12 FIXD FIRST TR EXCHNG TRADED FD VI23.5K shares-3.28%2025-09-302025-11-12 SPMO INVESCO EXCH TRADED FD TR II8.5K shares0.89%2025-09-302025-11-12 CSCO CISCO SYS INC15.1K shares154.09%2025-09-302025-11-12 DDLS WISDOMTREE TR24.4K shares16.33%2025-09-302025-11-12 HYG ISHARES TR12.4K shares7.49%2025-09-302025-11-12 USMF WISDOMTREE TR19.0K sharesnew addition2025-09-302025-11-12 SO SOUTHERN CO10.1K shares135.23%2025-09-302025-11-12 MMM 3M CO6.1K shares1.11%2025-09-302025-11-12 MA MASTERCARD INCORPORATED1.7K shares46.25%2025-09-302025-11-12 TOUS T ROWE PRICE ETF INC27.9K shares212.61%2025-09-302025-11-12 GE GE AEROSPACE3.1K shares38.60%2025-09-302025-11-12 GRID FIRST TR EXCHANGE TRADED FD6.1K shares8.93%2025-09-302025-11-12 AMAT APPLIED MATLS INC4.5K shares111.62%2025-09-302025-11-12 LLY ELI LILLY & CO1.2K shares48.01%2025-09-302025-11-12 RTX RTX CORPORATION5.4K shares35.13%2025-09-302025-11-12 PWR QUANTA SVCS INC2.2K shares6.37%2025-09-302025-11-12 FNX FIRST TR EXCHANGE-TRADED ALP7.1K shares-0.60%2025-09-302025-11-12 NET CLOUDFLARE INC4.2K sharesnew addition2025-09-302025-11-12 TCPC BLACKROCK TCP CAPITAL CORP143.5K shares1.27%2025-09-302025-11-12 XYZ BLOCK INC12.3K sharesnew addition2025-09-302025-11-12 BMY BRISTOL-MYERS SQUIBB CO19.6K shares49.30%2025-09-302025-11-12 TBUX T ROWE PRICE ETF INC17.7K shares21.24%2025-09-302025-11-12 FANG DIAMONDBACK ENERGY INC6.1K shares21.13%2025-09-302025-11-12 VGT VANGUARD WORLD FD1.2K shares0.43%2025-09-302025-11-12 KMI KINDER MORGAN INC DEL30.8K shares44.26%2025-09-302025-11-12 VOOG VANGUARD ADMIRAL FDS INC2.0K shares1.83%2025-09-302025-11-12 AMT AMERICAN TOWER CORP NEW4.5K shares5.44%2025-09-302025-11-12 HOOD ROBINHOOD MKTS INC6.0K sharesnew addition2025-09-302025-11-12 GBTC GRAYSCALE BITCOIN TRUST ETF9.5K shares0.00%2025-09-302025-11-12 PHYL PGIM ETF TR23.8K shares12.62%2025-09-302025-11-12 LOW LOWES COS INC3.4K shares13.68%2025-09-302025-11-12 ASML ASML HOLDING N V867 shares2.00%2025-09-302025-11-12 CLIP GLOBAL X FDS8.3K shares12.47%2025-09-302025-11-12 MGK VANGUARD WORLD FD2.1K shares84.64%2025-09-302025-11-12 DIS DISNEY WALT CO7.2K shares-11.21%2025-09-302025-11-12 ORCL ORACLE CORP2.9K shares-16.56%2025-09-302025-11-12 UCON FIRST TR EXCHNG TRADED FD VI32.5K shares-3.35%2025-09-302025-11-12 VONG VANGUARD SCOTTSDALE FDS6.7K sharesnew addition2025-09-302025-11-12 USMV ISHARES TR8.4K shares-0.82%2025-09-302025-11-12 LMT LOCKHEED MARTIN CORP1.6K shares19.20%2025-09-302025-11-12 BR BROADRIDGE FINL SOLUTIONS IN3.3K shares8.28%2025-09-302025-11-12 NEM NEWMONT CORP9.1K shares-4.75%2025-09-302025-11-12 XLG INVESCO EXCHANGE TRADED FD T13.4K shares-1.19%2025-09-302025-11-12 TJX TJX COS INC NEW5.3K sharesnew addition2025-09-302025-11-12 TTEQ T ROWE PRICE ETF INC23.6K shares8.62%2025-09-302025-11-12 CAT CATERPILLAR INC1.6K shares75.77%2025-09-302025-11-12 NOC NORTHROP GRUMMAN CORP1.2K shares10.50%2025-09-302025-11-12 PYPL PAYPAL HLDGS INC11.2K shares239.34%2025-09-302025-11-12 VOE VANGUARD INDEX FDS4.3K shares31.64%2025-09-302025-11-12 BUYW NORTHERN LTS FD TR IV52.4K shares169.72%2025-09-302025-11-12 MBB ISHARES TR7.8K shares10.06%2025-09-302025-11-12 SEIQ SEI EXCHANGE TRADED FUNDS19.1K shares20.44%2025-09-302025-11-12 MOAT VANECK ETF TRUST7.4K shares-5.48%2025-09-302025-11-12 VTIP VANGUARD MALVERN FDS14.3K shares-7.06%2025-09-302025-11-12 CIBR FIRST TR EXCHANGE TRADED FD9.4K shares11.02%2025-09-302025-11-12 SCHF SCHWAB STRATEGIC TR29.9K shares47.56%2025-09-302025-11-12 QTEC FIRST TR EXCHANGE-TRADED FD3.0K shares1.45%2025-09-302025-11-12 ADBE ADOBE INC1.9K shares-1.87%2025-09-302025-11-12 IJH ISHARES TR10.5K shares7.32%2025-09-302025-11-12 MTUM ISHARES TR2.6K shares30.16%2025-09-302025-11-12 VDE VANGUARD WORLD FD5.3K shares37.76%2025-09-302025-11-12 SE SEA LTD3.7K sharesnew addition2025-09-302025-11-12 TGT TARGET CORP7.4K shares-2.45%2025-09-302025-11-12 FDX FEDEX CORP2.8K shares-2.75%2025-09-302025-11-12 BX BLACKSTONE INC3.8K shares0.82%2025-09-302025-11-12 ROP ROPER TECHNOLOGIES INC1.3K shares9.85%2025-09-302025-11-12 NTSX WISDOMTREE TR12.0K shares2.11%2025-09-302025-11-12 QGRW WISDOMTREE TR11.2K shares14.70%2025-09-302025-11-12 VFMO VANGUARD WELLINGTON FD3.3K shares0.00%2025-09-302025-11-12 IVW ISHARES TR5.2K shares4.33%2025-09-302025-11-12 KLAC KLA CORP570 shares-15.68%2025-09-302025-11-12 ZTS ZOETIS INC4.2K shares6.11%2025-09-302025-11-12 USIG ISHARES TR11.7K shares16.88%2025-09-302025-11-12 CTAS CINTAS CORP3.0K shares1.78%2025-09-302025-11-12 ACWV ISHARES INC5.0K shares1.61%2025-09-302025-11-12 APH AMPHENOL CORP NEW4.9K sharesnew addition2025-09-302025-11-12 SPG SIMON PPTY GROUP INC NEW3.2K shares1.17%2025-09-302025-11-12 THRO BLACKROCK ETF TRUST15.8K shares164.99%2025-09-302025-11-12 VIG VANGUARD SPECIALIZED FUNDS2.7K shares27.75%2025-09-302025-11-12 PEP PEPSICO INC4.2K shares14.07%2025-09-302025-11-12 XTEN BONDBLOXX ETF TRUST12.4K sharesnew addition2025-09-302025-11-12 KGS KODIAK GAS SVCS INC15.5K shares23.14%2025-09-302025-11-12 CRM SALESFORCE INC2.4K shares66.16%2025-09-302025-11-12 TMO THERMO FISHER SCIENTIFIC INC1.2K shares63.89%2025-09-302025-11-12 XLC SELECT SECTOR SPDR TR4.7K shares15.43%2025-09-302025-11-12 D DOMINION ENERGY INC9.0K shares50.27%2025-09-302025-11-12 TSM TAIWAN SEMICONDUCTOR MFG LTD2.0K shares14.63%2025-09-302025-11-12 WPM WHEATON PRECIOUS METALS CORP4.9K shares8.90%2025-09-302025-11-12 SCHW SCHWAB CHARLES CORP5.7K sharesnew addition2025-09-302025-11-12 VYM VANGUARD WHITEHALL FDS3.8K shares71.65%2025-09-302025-11-12 WINN HARBOR ETF TRUST17.3K shares-2.40%2025-09-302025-11-12 CPRT COPART INC11.9K shares14.46%2025-09-302025-11-12 VBK VANGUARD INDEX FDS1.8K shares-2.39%2025-09-302025-11-12 ORLY OREILLY AUTOMOTIVE INC4.9K shares3.76%2025-09-302025-11-12 TECB ISHARES TR8.7K shares-2.20%2025-09-302025-11-12 JNK SPDR SERIES TRUST5.4K shares5.44%2025-09-302025-11-12 VB VANGUARD INDEX FDS2.1K shares0.19%2025-09-302025-11-12 SNPS SYNOPSYS INC1.1K sharesnew addition2025-09-302025-11-12 BSV VANGUARD BD INDEX FDS6.6K shares0.37%2025-09-302025-11-12 CPNG COUPANG INC16.0K shares0.00%2025-09-302025-11-12 BLK BLACKROCK INC439 shares9.75%2025-09-302025-11-12 RWL INVESCO EXCH TRADED FD TR II4.6K shares3.85%2025-09-302025-11-12 UBER UBER TECHNOLOGIES INC5.2K shares7.51%2025-09-302025-11-12 IUSG ISHARES TR3.1K shares-3.94%2025-09-302025-11-12 TDIV FIRST TR EXCHANGE TRADED FD5.1K shares-3.12%2025-09-302025-11-12 FLTB FIDELITY MERRIMACK STR TR9.9K shares31.88%2025-09-302025-11-12 MAIN MAIN STR CAP CORP7.8K shares1.63%2025-09-302025-11-12 CGDV CAPITAL GROUP DIVIDEND VALUE11.8K shares30.96%2025-09-302025-11-12 WMB WILLIAMS COS INC7.8K sharesnew addition2025-09-302025-11-12 SPEM SPDR INDEX SHS FDS10.5K shares30.78%2025-09-302025-11-12 HYMB SPDR SERIES TRUST19.6K shares0.95%2025-09-302025-11-12 XLV SELECT SECTOR SPDR TR3.4K shares18.69%2025-09-302025-11-12 DNL WISDOMTREE TR11.8K shares0.06%2025-09-302025-11-12 CHE CHEMED CORP NEW1.1K shares17.14%2025-09-302025-11-12 SEIE SEI EXCHANGE TRADED FUNDS15.6K shares-0.74%2025-09-302025-11-12 IWM ISHARES TR1.9K shares27.20%2025-09-302025-11-12 DGRE WISDOMTREE TR16.0K shares-85.81%2025-09-302025-11-12 XLF SELECT SECTOR SPDR TR8.4K shares9.40%2025-09-302025-11-12 CMG CHIPOTLE MEXICAN GRILL INC11.5K shares5.70%2025-09-302025-11-12 AMGN AMGEN INC1.6K shares57.23%2025-09-302025-11-12 BAI BLACKROCK ETF TRUST13.1K shares29.66%2025-09-302025-11-12 BA BOEING CO2.1K shares45.90%2025-09-302025-11-12 HYD VANECK ETF TRUST8.7K shares2.40%2025-09-302025-11-12 EMLC VANECK ETF TRUST17.1K shares-2.62%2025-09-302025-11-12 VWOB VANGUARD WHITEHALL FDS6.5K shares-1.53%2025-09-302025-11-12 TWLO TWILIO INC4.3K sharesnew addition2025-09-302025-11-12 TCHP T ROWE PRICE ETF INC8.9K sharesnew addition2025-09-302025-11-12 SBUX STARBUCKS CORP5.1K shares3.59%2025-09-302025-11-12 CGBD CARLYLE SECURED LENDING INC34.4K shares31.59%2025-09-302025-11-12 ENB ENBRIDGE INC8.5K shares-14.88%2025-09-302025-11-12 BK BANK NEW YORK MELLON CORP3.9K shares-29.65%2025-09-302025-11-12 CGUS CAPITAL GROUP CORE EQUITY ET10.7K shares0.16%2025-09-302025-11-12 FITB FIFTH THIRD BANCORP9.5K shares-3.83%2025-09-302025-11-12 MS MORGAN STANLEY2.7K sharesnew addition2025-09-302025-11-12 ARM ARM HOLDINGS PLC3.0K sharesnew addition2025-09-302025-11-12 CFG CITIZENS FINL GROUP INC7.9K sharesnew addition2025-09-302025-11-12 VNOM VIPER ENERGY INC10.9K sharesnew addition2025-09-302025-11-12 GLW CORNING INC5.1K sharesnew addition2025-09-302025-11-12 PANW PALO ALTO NETWORKS INC2.0K sharesnew addition2025-09-302025-11-12 NEE NEXTERA ENERGY INC5.5K shares30.98%2025-09-302025-11-12 BKNG BOOKING HOLDINGS INC76 shares49.02%2025-09-302025-11-12 ET ENERGY TRANSFER L P23.7K shares1.28%2025-09-302025-11-12 SUN SUNOCO LP/SUNOCO FIN CORP8.1K shares0.00%2025-09-302025-11-12 HWM HOWMET AEROSPACE INC2.0K shares2.04%2025-09-302025-11-12 FVD FIRST TR EXCHANGE-TRADED FD8.7K shares-22.75%2025-09-302025-11-12 QCOM QUALCOMM INC2.4K sharesnew addition2025-09-302025-11-12 CGGO CAPITAL GROUP GBL GROWTH EQT11.7K sharesnew addition2025-09-302025-11-12 SDGR SCHRODINGER INC19.6K shares-2.45%2025-09-302025-11-12 IWY ISHARES TR1.4K shares5.05%2025-09-302025-11-12 DSL DOUBLELINE INCOME SOLUTIONS31.7K shares-6.33%2025-09-302025-11-12 XLY SELECT SECTOR SPDR TR1.6K shares22.47%2025-09-302025-11-12 IUSV ISHARES TR3.8K shares0.87%2025-09-302025-11-12 TXN TEXAS INSTRS INC2.1K shares37.86%2025-09-302025-11-12 DBL DOUBLELINE OPPORTUNISTIC CR24.1K shares0.00%2025-09-302025-11-12 BTI BRITISH AMERN TOB PLC7.1K shares0.00%2025-09-302025-11-12 SPDW SPDR INDEX SHS FDS8.8K shares5.88%2025-09-302025-11-12 TAOX TAO SYNERGIES INC57.2K sharesnew addition2025-09-302025-11-12 BXSL BLACKSTONE SECD LENDING FD14.4K shares-0.12%2025-09-302025-11-12 ABT ABBOTT LABS2.8K shares19.08%2025-09-302025-11-12 VO VANGUARD INDEX FDS1.3K shares33.54%2025-09-302025-11-12 ETHE GRAYSCALE ETHEREUM TRUST ETF10.7K sharesnew addition2025-09-302025-11-12 INTC INTEL CORP10.9K sharesnew addition2025-09-302025-11-12 IWS ISHARES TR2.6K shares10.90%2025-09-302025-11-12 CRWV COREWEAVE INC2.6K sharesnew addition2025-09-302025-11-12 BOND PIMCO ETF TR3.8K shares1.51%2025-09-302025-11-12 WM WASTE MGMT INC DEL1.6K shares50.00%2025-09-302025-11-12 CRWD CROWDSTRIKE HLDGS INC724 shares2.26%2025-09-302025-11-12 SDY SPDR SERIES TRUST2.5K shares-5.34%2025-09-302025-11-12 BCI ABRDN ETFS16.4K shares-1.96%2025-09-302025-11-12 SCHE SCHWAB STRATEGIC TR10.5K shares45.02%2025-09-302025-11-12 EMR EMERSON ELEC CO2.7K shares4.08%2025-09-302025-11-12 OBDC BLUE OWL CAPITAL CORPORATION27.4K shares-0.84%2025-09-302025-11-12 RGTI RIGETTI COMPUTING INC11.7K sharesnew addition2025-09-302025-11-12 DUK DUKE ENERGY CORP NEW2.8K shares21.64%2025-09-302025-11-12 NOW SERVICENOW INC376 sharesnew addition2025-09-302025-11-12 CVNA CARVANA CO916 shares-17.92%2025-09-302025-11-12 MSTY TIDAL TRUST II24.7K shares18.85%2025-09-302025-11-12 VMBS VANGUARD SCOTTSDALE FDS7.1K shares1.09%2025-09-302025-11-12 XLI SELECT SECTOR SPDR TR2.2K shares0.84%2025-09-302025-11-12 XLP SELECT SECTOR SPDR TR4.2K shares6.58%2025-09-302025-11-12 JMEE J P MORGAN EXCHANGE TRADED F5.2K sharesnew addition2025-09-302025-11-12 UL UNILEVER PLC5.5K sharesnew addition2025-09-302025-11-12 TEVA TEVA PHARMACEUTICAL INDS LTD16.1K sharesnew addition2025-09-302025-11-12 IFRA ISHARES TR6.1K shares19.77%2025-09-302025-11-12 XLU SELECT SECTOR SPDR TR3.6K shares-16.93%2025-09-302025-11-12 REFI CHICAGO ATLANTIC REAL ESTATE24.6K sharesnew addition2025-09-302025-11-12 IBND SPDR SERIES TRUST9.7K sharesnew addition2025-09-302025-11-12 PDI PIMCO DYNAMIC INCOME FD15.8K shares-3.19%2025-09-302025-11-12 OMFL INVESCO EXCH TRD SLF IDX FD5.1K shares-4.06%2025-09-302025-11-12 CLSK CLEANSPARK INC21.2K sharesnew addition2025-09-302025-11-12 LIN LINDE PLC643 sharesnew addition2025-09-302025-11-12 ULST SSGA ACTIVE ETF TR7.4K sharesnew addition2025-09-302025-11-12 SMH VANECK ETF TRUST923 sharesnew addition2025-09-302025-11-12 AIQ GLOBAL X FDS6.1K shares-2.98%2025-09-302025-11-12 UYG PROSHARES TR3.0K sharesnew addition2025-09-302025-11-12 FTLS FIRST TR EXCH TRADED FD III4.2K shares0.00%2025-09-302025-11-12 TT TRANE TECHNOLOGIES PLC702 shares-15.52%2025-09-302025-11-12 AGGY WISDOMTREE TR6.7K shares-0.05%2025-09-302025-11-12 IAUM ISHARES GOLD TR7.6K shares6.54%2025-09-302025-11-12 DGRO ISHARES TR4.3K sharesnew addition2025-09-302025-11-12 QYLD GLOBAL X FDS17.2K shares-1.58%2025-09-302025-11-12 INTU INTUIT428 sharesnew addition2025-09-302025-11-12 VRTX VERTEX PHARMACEUTICALS INC738 shares24.24%2025-09-302025-11-12 SPSM SPDR SERIES TRUST6.2K shares6.34%2025-09-302025-11-12 IXN ISHARES TR2.8K shares-3.70%2025-09-302025-11-12 HDMV FIRST TR EXCH TRADED FD III8.2K shares0.60%2025-09-302025-11-12 IEP ICAHN ENTERPRISES LP33.6K shares12.65%2025-09-302025-11-12 BITF BITFARMS LTD100.0K sharesnew addition2025-09-302025-11-12 RSP INVESCO EXCHANGE TRADED FD T1.5K shares-50.55%2025-09-302025-11-12 CB CHUBB LIMITED992 sharesnew addition2025-09-302025-11-12 RSJN FIRST TR EXCHNG TRADED FD VI8.3K shares-27.23%2025-09-302025-11-12 TMUS T-MOBILE US INC1.2K sharesnew addition2025-09-302025-11-12 XSOE WISDOMTREE TR7.3K shares-0.19%2025-09-302025-11-12 DG DOLLAR GEN CORP NEW2.7K shares-56.92%2025-09-302025-11-12 DJUL FIRST TR EXCHNG TRADED FD VI5.9K sharesnew addition2025-09-302025-11-12 IWO ISHARES TR855 shares3.14%2025-09-302025-11-12 SYK STRYKER CORPORATION740 shares4.23%2025-09-302025-11-12 DOCU DOCUSIGN INC3.8K shares-3.96%2025-09-302025-11-12 MDT MEDTRONIC PLC2.8K shares-2.68%2025-09-302025-11-12 COP CONOCOPHILLIPS2.9K shares19.52%2025-09-302025-11-12 BIL SPDR SERIES TRUST2.9K shares24.67%2025-09-302025-11-12 TRV TRAVELERS COMPANIES INC965 shares-22.49%2025-09-302025-11-12 SPGM SPDR INDEX SHS FDS3.6K shares0.00%2025-09-302025-11-12 JGRW TRUST FOR PROFESSIONAL MANAG9.8K shares0.00%2025-09-302025-11-12 VV VANGUARD INDEX FDS871 shares-7.34%2025-09-302025-11-12 LCG NORTHERN LTS FD TR IV8.2K sharesnew addition2025-09-302025-11-12 USRT ISHARES TR4.5K shares1.91%2025-09-302025-11-12 LTPZ PIMCO ETF TR5.0K sharesnew addition2025-09-302025-11-12 CEG CONSTELLATION ENERGY CORP808 shares0.87%2025-09-302025-11-12 HUSV FIRST TR EXCH TRADED FD III6.6K shares-0.61%2025-09-302025-11-12 VXUS VANGUARD STAR FDS3.6K sharesnew addition2025-09-302025-11-12 IPKW INVESCO EXCH TRADED FD TR II5.0K sharesnew addition2025-09-302025-11-12 AMOM EXCHANGE LISTED FDS TR5.5K shares-1.67%2025-09-302025-11-12 APD AIR PRODS & CHEMS INC962 sharesnew addition2025-09-302025-11-12 DOL WISDOMTREE TR4.2K sharesnew addition2025-09-302025-11-12 REGN REGENERON PHARMACEUTICALS461 shares19.74%2025-09-302025-11-12 EMMF WISDOMTREE TR8.4K sharesnew addition2025-09-302025-11-12 RWK INVESCO EXCH TRADED FD TR II2.0K shares-3.94%2025-09-302025-11-12 VICI VICI PPTYS INC7.7K shares-4.83%2025-09-302025-11-12 ITA ISHARES TR1.2K sharesnew addition2025-09-302025-11-12 SCHH SCHWAB STRATEGIC TR11.6K sharesnew addition2025-09-302025-11-12 APO APOLLO GLOBAL MGMT INC1.9K shares7.39%2025-09-302025-11-12 FCTR FIRST TR EXCHANGE-TRADED FD6.9K shares-3.43%2025-09-302025-11-12 PBR PETROLEO BRASILEIRO SA PETRO19.4K shares18.26%2025-09-302025-11-12 FLEX FLEX LTD4.2K sharesnew addition2025-09-302025-11-12 CGMU CAPITAL GRP FIXED INCM ETF T9.0K shares19.18%2025-09-302025-11-12 MMC MARSH & MCLENNAN COS INC1.2K shares27.62%2025-09-302025-11-12 GEV GE VERNOVA INC395 shares1.54%2025-09-302025-11-12 COF CAPITAL ONE FINL CORP1.1K sharesnew addition2025-09-302025-11-12 ETSY ETSY INC3.6K shares-37.69%2025-09-302025-11-12 IEUR ISHARES TR3.5K sharesnew addition2025-09-302025-11-12 JIRE J P MORGAN EXCHANGE TRADED F3.3K shares-11.71%2025-09-302025-11-12 SKYY FIRST TR EXCHANGE TRADED FD1.8K shares0.00%2025-09-302025-11-12 TROW PRICE T ROWE GROUP INC2.3K shares7.16%2025-09-302025-11-12 WFC WELLS FARGO CO NEW2.8K sharesnew addition2025-09-302025-11-12 MINT PIMCO ETF TR2.4K shares2.49%2025-09-302025-11-12 MGV VANGUARD WORLD FD1.7K shares7.58%2025-09-302025-11-12 IQDG WISDOMTREE TR5.9K shares-6.31%2025-09-302025-11-12 SPGI S&P GLOBAL INC472 sharesnew addition2025-09-302025-11-12 AFL AFLAC INC2.1K sharesnew addition2025-09-302025-11-12 CION CION INVT CORP24.1K shares-0.21%2025-09-302025-11-12 FMC FMC CORP6.8K sharesnew addition2025-09-302025-11-12 VOT VANGUARD INDEX FDS771 shares-0.13%2025-09-302025-11-12 EMDV PROSHARES TR5.0K shares0.00%2025-09-302025-11-12 DE DEERE & CO493 sharesnew addition2025-09-302025-11-12 ADI ANALOG DEVICES INC913 sharesnew addition2025-09-302025-11-12 PH PARKER-HANNIFIN CORP291 sharesnew addition2025-09-302025-11-12 IDV ISHARES TR6.0K sharesnew addition2025-09-302025-11-12 KR KROGER CO3.3K shares7.22%2025-09-302025-11-12 ICSH ISHARES TR4.3K sharesnew addition2025-09-302025-11-12 BIV VANGUARD BD INDEX FDS2.8K shares0.36%2025-09-302025-11-12 UNP UNION PAC CORP906 sharesnew addition2025-09-302025-11-12 BINC BLACKROCK ETF TRUST II4.0K sharesnew addition2025-09-302025-11-12 ETG EATON VANCE TX ADV GLBL DIV10.0K sharesnew addition2025-09-302025-11-12 SHYG ISHARES TR4.9K sharesnew addition2025-09-302025-11-12 HON HONEYWELL INTL INC998 shares-38.81%2025-09-302025-11-12 SAND SANDSTORM GOLD LTD16.7K shares6.38%2025-09-302025-11-12 VFQY VANGUARD WELLINGTON FD1.4K sharesnew addition2025-09-302025-11-12 HYZD WISDOMTREE TR9.2K shares-43.29%2025-09-302025-11-12 PINS PINTEREST INC6.4K sharesnew addition2025-09-302025-11-12 GD GENERAL DYNAMICS CORP605 sharesnew addition2025-09-302025-11-12 CAPE DOUBLELINE ETF TRUST6.2K sharesnew addition2025-09-302025-11-12 SEEM SEI EXCHANGE TRADED FUNDS6.7K sharesnew addition2025-09-302025-11-12 BLV VANGUARD BD INDEX FDS2.8K sharesnew addition2025-09-302025-11-12 GOF GUGGENHEIM STRATEGIC OPPORTU12.6K sharesnew addition2025-09-302025-11-12 PLUG PLUG POWER INC64.2K sharesnew addition2025-09-302025-11-12 CLF CLEVELAND-CLIFFS INC NEW10.3K sharesnew addition2025-09-302025-11-12 HIVE HIVE DIGITAL TECHNOLOGIES LT25.2K sharesnew addition2025-09-302025-11-12 FUBO FUBOTV INC13.1K sharesnew addition2025-09-302025-11-12 GAME GAMESQUARE HLDGS INC10.6K sharesnew addition2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available