The Analysis of VALLEY NATIONAL ADVISERS INC's Holdings
Currently, VALLEY NATIONAL ADVISERS INC holds 841 types of securities in its portfolio with a total value $645.6K. In the most recent quarter, they have increased their positions in LRCX (+16.7K shares, valued at $2.2K), UNH (+6.4K shares, valued at $2.2K), MRK (+25.8K shares, valued at $2.2K); decreased their positions in TPR (-41.0K shares, valued at $4.6K), AAPL (-14.4K shares, valued at $3.7K), MSFT (-6.6K shares, valued at $3.4K); initiated new positions in BR (+8.7K shares, valued at $2.1K), AME (+11.0K shares, valued at $2.1K), STE (+8.3K shares, valued at $2.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHX SCHWAB STRATEGIC TR1.9M shares1.94%2025-09-302025-10-17
SCHB SCHWAB STRATEGIC TR1.1M shares-3.09%2025-09-302025-10-17 SCHG SCHWAB STRATEGIC TR854.5K shares7.49%2025-09-302025-10-17 AAPL APPLE INC96.1K shares-13.03%2025-09-302025-10-17 FBND FIDELITY MERRIMACK STR TR484.6K shares6.76%2025-09-302025-10-17 VTV VANGUARD INDEX FDS115.8K shares10.47%2025-09-302025-10-17 MSFT MICROSOFT CORP38.0K shares-14.81%2025-09-302025-10-17 SCHF SCHWAB STRATEGIC TR834.7K shares0.78%2025-09-302025-10-17 GARP ISHARES TR218.6K shares4.49%2025-09-302025-10-17 BOND PIMCO ETF TR121.4K shares6.02%2025-09-302025-10-17 SCHM SCHWAB STRATEGIC TR381.0K shares-1.82%2025-09-302025-10-17 SCHD SCHWAB STRATEGIC TR370.6K shares-6.89%2025-09-302025-10-17 NEAR ISHARES U S ETF TR163.5K shares6.99%2025-09-302025-10-17 LRCX LAM RESEARCH CORP60.0K shares38.70%2025-09-302025-10-17 AMZN AMAZON COM INC32.9K shares-6.92%2025-09-302025-10-17 DFAI DIMENSIONAL ETF TRUST197.5K shares23.31%2025-09-302025-10-17 TSM TAIWAN SEMICONDUCTOR MFG LTD25.5K shares-1.01%2025-09-302025-10-17 VGT VANGUARD WORLD FD9.1K shares-2.03%2025-09-302025-10-17 GOOGL ALPHABET INC27.7K shares40.69%2025-09-302025-10-17 IUSB ISHARES TR138.0K shares2.86%2025-09-302025-10-17 NVDA NVIDIA CORPORATION32.6K shares-4.69%2025-09-302025-10-17 META META PLATFORMS INC8.2K shares-10.74%2025-09-302025-10-17 AVGO BROADCOM INC16.4K shares-24.04%2025-09-302025-10-17 SCHE SCHWAB STRATEGIC TR152.6K shares5.88%2025-09-302025-10-17 LDUR PIMCO ETF TR51.6K shares7.79%2025-09-302025-10-17 EMXC ISHARES INC66.7K shares6.35%2025-09-302025-10-17 BRK.B BERKSHIRE HATHAWAY INC DEL8.8K shares-2.54%2025-09-302025-10-17 LMT LOCKHEED MARTIN CORP8.2K shares-29.69%2025-09-302025-10-17 MO ALTRIA GROUP INC61.7K shares0.17%2025-09-302025-10-17 MRK MERCK & CO INC46.6K shares124.79%2025-09-302025-10-17 KLAC KLA CORP3.5K shares93.01%2025-09-302025-10-17 IJR ISHARES TR31.5K shares-16.40%2025-09-302025-10-17 LLY ELI LILLY & CO4.9K shares1.01%2025-09-302025-10-17 GILD GILEAD SCIENCES INC32.7K shares-1.89%2025-09-302025-10-17 SCHC SCHWAB STRATEGIC TR78.1K shares-10.56%2025-09-302025-10-17 IMCG ISHARES TR41.4K shares-0.29%2025-09-302025-10-17 JPM JPMORGAN CHASE & CO.10.7K shares-9.53%2025-09-302025-10-17 VOE VANGUARD INDEX FDS18.9K shares-0.17%2025-09-302025-10-17 PM PHILIP MORRIS INTL INC20.3K shares0.02%2025-09-302025-10-17 SCHA SCHWAB STRATEGIC TR117.6K shares-6.75%2025-09-302025-10-17 QQQ INVESCO QQQ TR5.3K shares0.83%2025-09-302025-10-17 LOW LOWES COS INC12.6K shares192.05%2025-09-302025-10-17 AMGN AMGEN INC10.9K shares-0.17%2025-09-302025-10-17 BX BLACKSTONE INC17.8K shares0.30%2025-09-302025-10-17 ORCL ORACLE CORP10.5K shares-2.74%2025-09-302025-10-17 SMH VANECK ETF TRUST9.0K shares1.90%2025-09-302025-10-17 JPST J P MORGAN EXCHANGE TRADED F56.7K shares-3.55%2025-09-302025-10-17 TT TRANE TECHNOLOGIES PLC6.7K shares242.90%2025-09-302025-10-17 VONG VANGUARD SCOTTSDALE FDS21.8K shares0.63%2025-09-302025-10-17 DIS DISNEY WALT CO23.0K shares310.37%2025-09-302025-10-17 UNH UNITEDHEALTH GROUP INC7.5K shares592.47%2025-09-302025-10-17 CRM SALESFORCE INC10.8K shares10.59%2025-09-302025-10-17 VBK VANGUARD INDEX FDS8.6K shares-4.63%2025-09-302025-10-17 TECB ISHARES TR42.1K shares-6.44%2025-09-302025-10-17 JQUA J P MORGAN EXCHANGE TRADED F40.1K shares1.11%2025-09-302025-10-17 BK BANK NEW YORK MELLON CORP23.0K shares-2.31%2025-09-302025-10-17 BLK BLACKROCK INC2.1K shares-1.20%2025-09-302025-10-17 AMAT APPLIED MATLS INC12.1K shares-1.72%2025-09-302025-10-17 ADI ANALOG DEVICES INC10.1K shares-0.60%2025-09-302025-10-17 GLD SPDR GOLD TR7.0K shares2.82%2025-09-302025-10-17 SCHW SCHWAB CHARLES CORP25.3K shares-1.34%2025-09-302025-10-17 XOM EXXON MOBIL CORP21.4K shares-1.05%2025-09-302025-10-17 ADP AUTOMATIC DATA PROCESSING IN8.1K shares794.05%2025-09-302025-10-17 IGV ISHARES TR20.5K shares-1.30%2025-09-302025-10-17 APH AMPHENOL CORP NEW18.3K shares-38.70%2025-09-302025-10-17 APD AIR PRODS & CHEMS INC8.2K shares1.81%2025-09-302025-10-17 SDVY FIRST TR EXCHANGE-TRADED FD58.8K shares0.48%2025-09-302025-10-17 MRVL MARVELL TECHNOLOGY INC26.4K shares2.30%2025-09-302025-10-17 AZN ASTRAZENECA PLC28.7K shares17.00%2025-09-302025-10-17 DRI DARDEN RESTAURANTS INC11.5K shares-2.49%2025-09-302025-10-17 IVV ISHARES TR3.2K shares-5.81%2025-09-302025-10-17 WAB WABTEC10.8K shares-2.51%2025-09-302025-10-17 CTAS CINTAS CORP10.4K shares13.51%2025-09-302025-10-17 CHRW C H ROBINSON WORLDWIDE INC16.0K shares106413.33%2025-09-302025-10-17 MPWR MONOLITHIC PWR SYS INC2.3K shares-0.74%2025-09-302025-10-17 SYK STRYKER CORPORATION5.7K shares2107.34%2025-09-302025-10-17 HLT HILTON WORLDWIDE HLDGS INC8.1K shares3073.05%2025-09-302025-10-17 PNR PENTAIR PLC19.0K shares46124.39%2025-09-302025-10-17 RMD RESMED INC7.7K shares2.46%2025-09-302025-10-17 RSPT INVESCO EXCHANGE TRADED FD T46.9K shares0.00%2025-09-302025-10-17 PAYC PAYCOM SOFTWARE INC10.0K shares-5.93%2025-09-302025-10-17 BR BROADRIDGE FINL SOLUTIONS IN8.7K sharesnew addition2025-09-302025-10-17 PHM PULTE GROUP INC15.7K shares41271.05%2025-09-302025-10-17 DHI D R HORTON INC12.2K shares87328.57%2025-09-302025-10-17 TEL TE CONNECTIVITY PLC9.4K shares78608.33%2025-09-302025-10-17 ROL ROLLINS INC35.2K shares175715.00%2025-09-302025-10-17 AME AMETEK INC11.0K sharesnew addition2025-09-302025-10-17 MCD MCDONALDS CORP6.7K shares-48.22%2025-09-302025-10-17 BKR BAKER HUGHES COMPANY42.0K shares48.67%2025-09-302025-10-17 STE STERIS PLC8.3K sharesnew addition2025-09-302025-10-17 CCEP COCA-COLA EUROPACIFIC PARTNE22.6K sharesnew addition2025-09-302025-10-17 RSG REPUBLIC SVCS INC8.9K shares148250.00%2025-09-302025-10-17 HCA HCA HEALTHCARE INC4.8K shares6457.53%2025-09-302025-10-17 INTU INTUIT2.9K shares4721.31%2025-09-302025-10-17 MCK MCKESSON CORP2.6K shares18264.29%2025-09-302025-10-17 LII LENNOX INTL INC3.7K sharesnew addition2025-09-302025-10-17 PH PARKER-HANNIFIN CORP2.6K shares12890.00%2025-09-302025-10-17 EVR EVERCORE INC5.7K shares-2.08%2025-09-302025-10-17 CIBR FIRST TR EXCHANGE TRADED FD25.1K shares5.29%2025-09-302025-10-17 MELI MERCADOLIBRE INC778 shares-1.27%2025-09-302025-10-17 VTI VANGUARD INDEX FDS5.3K shares0.00%2025-09-302025-10-17 VOT VANGUARD INDEX FDS5.9K shares1.49%2025-09-302025-10-17 EMR EMERSON ELEC CO11.5K shares-0.97%2025-09-302025-10-17 BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-09-302025-10-17 HON HONEYWELL INTL INC7.2K shares-1.31%2025-09-302025-10-17 PPL PPL CORP39.8K shares1.26%2025-09-302025-10-17 APO APOLLO GLOBAL MGMT INC11.0K shares-0.86%2025-09-302025-10-17 IHDG WISDOMTREE TR30.5K shares-0.28%2025-09-302025-10-17 SPY SPDR S&P 500 ETF TR2.1K shares-46.95%2025-09-302025-10-17 FNDX SCHWAB STRATEGIC TR51.0K shares0.94%2025-09-302025-10-17 CB CHUBB LIMITED4.7K shares0.06%2025-09-302025-10-17 XT ISHARES TR18.5K shares-0.01%2025-09-302025-10-17 DIA SPDR DOW JONES INDL AVERAGE2.8K shares-1.19%2025-09-302025-10-17 ABBV ABBVIE INC5.6K shares0.21%2025-09-302025-10-17 EFG ISHARES TR11.4K shares-7.95%2025-09-302025-10-17 WMT WALMART INC12.5K shares1.64%2025-09-302025-10-17 EPD ENTERPRISE PRODS PARTNERS L41.3K shares-4.53%2025-09-302025-10-17 TSLA TESLA INC2.9K shares-28.88%2025-09-302025-10-17 DGRO ISHARES TR18.3K shares3.10%2025-09-302025-10-17 MGC VANGUARD WORLD FD5.0K shares0.00%2025-09-302025-10-17 CHAT TIDAL TRUST II18.9K shares39.19%2025-09-302025-10-17 MLPA GLOBAL X FDS23.8K sharesnew addition2025-09-302025-10-17 UNP UNION PAC CORP4.7K shares-0.72%2025-09-302025-10-17 DE DEERE & CO2.4K shares-3.27%2025-09-302025-10-17 JUST GOLDMAN SACHS ETF TR11.5K shares17.00%2025-09-302025-10-17 VZ VERIZON COMMUNICATIONS INC24.0K shares0.07%2025-09-302025-10-17 ALLE ALLEGION PLC5.9K shares-1.45%2025-09-302025-10-17 NVS NOVARTIS AG7.9K shares-1.85%2025-09-302025-10-17 IBM INTERNATIONAL BUSINESS MACHS3.5K shares-4.57%2025-09-302025-10-17 ASML ASML HOLDING N V1.0K shares-3.24%2025-09-302025-10-17 BA BOEING CO4.5K shares13.40%2025-09-302025-10-17 UBER UBER TECHNOLOGIES INC9.5K shares0.58%2025-09-302025-10-17 CSCO CISCO SYS INC13.5K shares0.01%2025-09-302025-10-17 MDLZ MONDELEZ INTL INC13.8K shares-2.62%2025-09-302025-10-17 PG PROCTER AND GAMBLE CO5.4K shares-4.05%2025-09-302025-10-17 NSC NORFOLK SOUTHN CORP2.8K shares-1.29%2025-09-302025-10-17 VYM VANGUARD WHITEHALL FDS5.8K shares-40.74%2025-09-302025-10-17 WFC WELLS FARGO CO NEW9.8K shares-2.12%2025-09-302025-10-17 NOW SERVICENOW INC884 shares6.25%2025-09-302025-10-17 QCOM QUALCOMM INC4.8K shares-69.80%2025-09-302025-10-17 VUG VANGUARD INDEX FDS1.7K shares-38.53%2025-09-302025-10-17 VOO VANGUARD INDEX FDS1.3K shares0.08%2025-09-302025-10-17 CMCSA COMCAST CORP NEW24.6K shares-31.49%2025-09-302025-10-17 CAT CATERPILLAR INC1.6K shares-77.19%2025-09-302025-10-17 XBI SPDR SERIES TRUST7.3K shares-18.98%2025-09-302025-10-17 VIG VANGUARD SPECIALIZED FUNDS3.4K shares1.25%2025-09-302025-10-17 PEP PEPSICO INC5.2K shares-13.03%2025-09-302025-10-17 COF CAPITAL ONE FINL CORP3.4K shares-2.91%2025-09-302025-10-17 GS GOLDMAN SACHS GROUP INC884 shares1.14%2025-09-302025-10-17 JNJ JOHNSON & JOHNSON3.8K shares11.95%2025-09-302025-10-17 GOOG ALPHABET INC2.8K shares-5.49%2025-09-302025-10-17 VV VANGUARD INDEX FDS2.1K shares0.90%2025-09-302025-10-17 MDT MEDTRONIC PLC6.9K shares-0.19%2025-09-302025-10-17 VEEV VEEVA SYS INC2.2K shares0.00%2025-09-302025-10-17 T AT&T INC21.8K shares-0.92%2025-09-302025-10-17 REGN REGENERON PHARMACEUTICALS1.1K shares-20.39%2025-09-302025-10-17 VCEB VANGUARD WORLD FD9.4K shares26.66%2025-09-302025-10-17 FDN FIRST TR EXCHANGE-TRADED FD2.1K shares0.00%2025-09-302025-10-17 USB US BANCORP DEL12.2K shares-6.40%2025-09-302025-10-17 NOBL PROSHARES TR5.6K shares-3.51%2025-09-302025-10-17 EUSB ISHARES TR12.8K shares12.33%2025-09-302025-10-17 BAC BANK AMERICA CORP10.9K shares-0.83%2025-09-302025-10-17 EAGG ISHARES TR10.4K shares13.57%2025-09-302025-10-17 AXP AMERICAN EXPRESS CO1.5K shares0.82%2025-09-302025-10-17 TJX TJX COS INC NEW3.3K shares2.28%2025-09-302025-10-17 VCR VANGUARD WORLD FD1.2K shares0.00%2025-09-302025-10-17 COST COSTCO WHSL CORP NEW506 shares-80.22%2025-09-302025-10-17 GE GE AEROSPACE1.6K shares-3.61%2025-09-302025-10-17 PRF INVESCO EXCHANGE TRADED FD T10.1K shares-10.62%2025-09-302025-10-17 SIXG ETF SER SOLUTIONS7.3K shares-13.18%2025-09-302025-10-17 ESGD ISHARES TR4.8K shares15.02%2025-09-302025-10-17 FDVV FIDELITY COVINGTON TRUST8.0K shares1.18%2025-09-302025-10-17 COHR COHERENT CORP4.0K shares8.19%2025-09-302025-10-17 MA MASTERCARD INCORPORATED733 shares1.24%2025-09-302025-10-17 FULT FULTON FINL CORP PA22.0K shares-24.87%2025-09-302025-10-17 PNC PNC FINL SVCS GROUP INC2.0K shares0.00%2025-09-302025-10-17 HDV ISHARES TR3.3K shares0.37%2025-09-302025-10-17 PFS PROVIDENT FINL SVCS INC20.7K shares0.00%2025-09-302025-10-17 MUB ISHARES TR3.7K shares667.28%2025-09-302025-10-17 NVO NOVO-NORDISK A S7.2K shares-5.22%2025-09-302025-10-17 MS MORGAN STANLEY2.5K shares3.32%2025-09-302025-10-17 ADBE ADOBE INC1.1K shares-8.41%2025-09-302025-10-17 TFC TRUIST FINL CORP8.6K shares0.08%2025-09-302025-10-17 VB VANGUARD INDEX FDS1.5K shares-13.19%2025-09-302025-10-17 MEAR ISHARES U S ETF TR7.6K shares7.65%2025-09-302025-10-17 VO VANGUARD INDEX FDS1.3K shares-6.15%2025-09-302025-10-17 XLK SELECT SECTOR SPDR TR1.3K shares-7.21%2025-09-302025-10-17 CGDV CAPITAL GROUP DIVIDEND VALUE8.8K shares2.50%2025-09-302025-10-17 LNG CHENIERE ENERGY INC1.6K shares0.78%2025-09-302025-10-17 IBB ISHARES TR2.5K shares-22.45%2025-09-302025-10-17 CME CME GROUP INC1.3K shares-1.94%2025-09-302025-10-17 PAVE GLOBAL X FDS7.4K shares0.00%2025-09-302025-10-17 CVX CHEVRON CORP NEW2.3K shares-5.71%2025-09-302025-10-17 ITW ILLINOIS TOOL WKS INC1.3K shares0.00%2025-09-302025-10-17 FINX GLOBAL X FDS10.3K shares-4.01%2025-09-302025-10-17 DIVB ISHARES TR6.0K shares0.40%2025-09-302025-10-17 CLS CELESTICA INC1.3K shares47.82%2025-09-302025-10-17 FITB FIFTH THIRD BANCORP6.8K shares0.71%2025-09-302025-10-17 HD HOME DEPOT INC721 shares-87.46%2025-09-302025-10-17 SUSB ISHARES TR10.9K shares8.52%2025-09-302025-10-17 FDL FIRST TR EXCHANGE-TRADED FD6.3K shares0.62%2025-09-302025-10-17 SNY SANOFI SA5.7K shares-0.49%2025-09-302025-10-17 IBIT ISHARES BITCOIN TRUST ETF4.1K shares-6.79%2025-09-302025-10-17 RTX RTX CORPORATION1.6K shares0.44%2025-09-302025-10-17 V VISA INC782 shares-0.76%2025-09-302025-10-17 BMY BRISTOL-MYERS SQUIBB CO5.9K shares-82.78%2025-09-302025-10-17 COPX GLOBAL X FDS4.4K shares64.04%2025-09-302025-10-17 CMI CUMMINS INC616 shares-2.99%2025-09-302025-10-17 PFE PFIZER INC9.9K shares7.85%2025-09-302025-10-17 MSM MSC INDL DIRECT INC2.7K shares-20.36%2025-09-302025-10-17 UL UNILEVER PLC4.2K shares-27.64%2025-09-302025-10-17 KGC KINROSS GOLD CORP10.0K shares0.00%2025-09-302025-10-17 SEIC SEI INVTS CO2.8K shares-30.52%2025-09-302025-10-17 SBUX STARBUCKS CORP2.8K shares-20.23%2025-09-302025-10-17 GCOW PACER FDS TR5.9K shares1.09%2025-09-302025-10-17 NOC NORTHROP GRUMMAN CORP382 shares-2.80%2025-09-302025-10-17 TRV TRAVELERS COMPANIES INC831 shares0.12%2025-09-302025-10-17 KMI KINDER MORGAN INC DEL8.2K shares-91.26%2025-09-302025-10-17 KO COCA COLA CO3.4K shares-2.46%2025-09-302025-10-17 KRE SPDR SERIES TRUST3.5K shares-9.34%2025-09-302025-10-17 GLW CORNING INC2.7K shares-1.84%2025-09-302025-10-17 PRU PRUDENTIAL FINL INC2.1K shares-1.61%2025-09-302025-10-17 VNQ VANGUARD INDEX FDS2.4K shares0.00%2025-09-302025-10-17 GEV GE VERNOVA INC353 shares0.00%2025-09-302025-10-17 IPKW INVESCO EXCH TRADED FD TR II4.1K shares40.71%2025-09-302025-10-17 NJR NEW JERSEY RES CORP4.5K shares1298.13%2025-09-302025-10-17 B BARRICK MNG CORP6.5K shares0.02%2025-09-302025-10-17 WSM WILLIAMS SONOMA INC1.1K shares-2.86%2025-09-302025-10-17 BSCP INVESCO EXCH TRD SLF IDX FD10.2K shares0.00%2025-09-302025-10-17 NEE NEXTERA ENERGY INC2.8K shares-17.98%2025-09-302025-10-17 VEA VANGUARD TAX-MANAGED FDS3.5K shares0.00%2025-09-302025-10-17 HWM HOWMET AEROSPACE INC1.1K shares20.27%2025-09-302025-10-17 TXN TEXAS INSTRS INC1.1K shares-3.55%2025-09-302025-10-17 PJP INVESCO EXCHANGE TRADED FD T2.2K shares0.00%2025-09-302025-10-17 TOTL SSGA ACTIVE ETF TR5.0K shares-0.32%2025-09-302025-10-17 CP CANADIAN PACIFIC KANSAS CITY2.7K shares-8.74%2025-09-302025-10-17 CSX CSX CORP5.6K shares-3.85%2025-09-302025-10-17 CRWV COREWEAVE INC1.4K shares2690.00%2025-09-302025-10-17 COP CONOCOPHILLIPS2.0K shares-19.45%2025-09-302025-10-17 WMB WILLIAMS COS INC3.0K shares-93.12%2025-09-302025-10-17 PAYX PAYCHEX INC1.5K shares-0.07%2025-09-302025-10-17 DUK DUKE ENERGY CORP NEW1.5K shares0.27%2025-09-302025-10-17 ESGE ISHARES INC4.1K shares13.14%2025-09-302025-10-17 IBMP ISHARES TR7.0K shares0.62%2025-09-302025-10-17 IFRA ISHARES TR3.4K shares0.00%2025-09-302025-10-17 SCHV SCHWAB STRATEGIC TR6.1K shares16.22%2025-09-302025-10-17 IWR ISHARES TR1.8K shares-53.19%2025-09-302025-10-17 CI THE CIGNA GROUP608 shares-10.46%2025-09-302025-10-17 ET ENERGY TRANSFER L P9.8K shares-8.06%2025-09-302025-10-17 PSX PHILLIPS 661.2K shares-0.40%2025-09-302025-10-17 WM WASTE MGMT INC DEL764 shares-2.05%2025-09-302025-10-17 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shares-3.14%2025-09-302025-10-17 FLS FLOWSERVE CORP405 shares0.00%2025-09-302025-10-17 FNF FIDELITY NATIONAL FINANCIAL331 shares0.00%2025-09-302025-10-17 IAU ISHARES GOLD TR278 sharesnew addition2025-09-302025-10-17 SU SUNCOR ENERGY INC NEW500 shares0.00%2025-09-302025-10-17 TOL TOLL BROTHERS INC150 shares50.00%2025-09-302025-10-17 UPS UNITED PARCEL SERVICE INC240 shares160.87%2025-09-302025-10-17 OWL BLUE OWL CAPITAL INC1.1K shares0.00%2025-09-302025-10-17 PFG PRINCIPAL FINANCIAL GROUP IN235 shares0.00%2025-09-302025-10-17 SHW SHERWIN WILLIAMS CO56 shares-33.33%2025-09-302025-10-17 TTWO TAKE-TWO INTERACTIVE SOFTWAR75 shares36.36%2025-09-302025-10-17 VNOM VIPER ENERGY INC500 sharesnew addition2025-09-302025-10-17 HPQ HP INC676 shares-32.40%2025-09-302025-10-17 IEFA ISHARES TR207 sharesnew addition2025-09-302025-10-17 MCHP MICROCHIP TECHNOLOGY INC.280 shares-51.13%2025-09-302025-10-17 OSCR OSCAR HEALTH INC1.0K shares0.00%2025-09-302025-10-17 RIO RIO TINTO PLC285 shares0.00%2025-09-302025-10-17 MDYV SPDR SERIES TRUST218 shares41.56%2025-09-302025-10-17 VBR VANGUARD INDEX FDS89 shares-81.87%2025-09-302025-10-17 AMT AMERICAN TOWER CORP NEW91 shares10.98%2025-09-302025-10-17 DAL DELTA AIR LINES INC DEL316 shares1.94%2025-09-302025-10-17 GNTX GENTEX CORP621 shares-60.57%2025-09-302025-10-17 MDGL MADRIGAL PHARMACEUTICALS INC39 shares11.43%2025-09-302025-10-17 XLC SELECT SECTOR SPDR TR147 shares23.53%2025-09-302025-10-17 XLB SELECT SECTOR SPDR TR196 shares-4.39%2025-09-302025-10-17 STAG STAG INDL INC500 shares0.00%2025-09-302025-10-17 STOK STOKE THERAPEUTICS INC750 shares0.00%2025-09-302025-10-17 TTE TOTALENERGIES SE300 shares0.00%2025-09-302025-10-17 CIVI CIVITAS RESOURCES INC500 sharesnew addition2025-09-302025-10-17 LIT GLOBAL X FDS283 shares0.00%2025-09-302025-10-17 MRNA MODERNA INC631 shares-18.37%2025-09-302025-10-17 MNDY MONDAY COM LTD85 shares70.00%2025-09-302025-10-17 SOLV SOLVENTUM CORP232 shares2.65%2025-09-302025-10-17 REMX VANECK ETF TRUST248 sharesnew addition2025-09-302025-10-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available