The Analysis of Van Hulzen Asset Management, LLC's Holdings
Currently, Van Hulzen Asset Management, LLC holds 333 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in ADM (+587.8K shares, valued at $35.1M), BRK.B (+15.6K shares, valued at $7.8M), BAC (+141.7K shares, valued at $7.3M); decreased their positions in AMGN (-7.4K shares, valued at $2.1M), RCL (-6.0K shares, valued at $1.9M), CSCO (-27.0K shares, valued at $1.8M); initiated new positions in ADM (+587.8K shares, valued at $35.1M), DAPP (+148.0K shares, valued at $3.2M), VNOM (+50.9K shares, valued at $1.9M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC378.2K shares-0.53%2025-09-302025-11-13
MSFT MICROSOFT CORP108.1K shares-0.65%2025-09-302025-11-13 GOOGL ALPHABET INC171.6K shares0.57%2025-09-302025-11-13 TSLA TESLA INC83.5K shares-1.45%2025-09-302025-11-13 AVGO BROADCOM INC106.6K shares5.57%2025-09-302025-11-13 ADM ARCHER DANIELS MIDLAND CO587.8K sharesnew addition2025-09-302025-11-13 CSCO CISCO SYS INC493.9K shares-5.19%2025-09-302025-11-13 IBM INTERNATIONAL BUSINESS MACHS112.7K shares-0.36%2025-09-302025-11-13 AJG GALLAGHER ARTHUR J & CO88.4K shares6.40%2025-09-302025-11-13 FBTC FIDELITY WISE ORIGIN BITCOIN258.6K shares-0.24%2025-09-302025-11-13 MCD MCDONALDS CORP84.2K shares2.09%2025-09-302025-11-13 JNJ JOHNSON & JOHNSON127.9K shares0.70%2025-09-302025-11-13 QUAL ISHARES TR114.6K shares2.66%2025-09-302025-11-13 NVDA NVIDIA CORPORATION118.1K shares1.18%2025-09-302025-11-13 IVV ISHARES TR32.0K shares4.03%2025-09-302025-11-13 LRCX LAM RESEARCH CORP159.4K shares0.31%2025-09-302025-11-13 ADP AUTOMATIC DATA PROCESSING IN71.7K shares2.00%2025-09-302025-11-13 META META PLATFORMS INC27.7K shares-7.71%2025-09-302025-11-13 DHR DANAHER CORPORATION102.5K shares2.83%2025-09-302025-11-13 BRK.B BERKSHIRE HATHAWAY INC DEL40.1K shares63.74%2025-09-302025-11-13 ETN EATON CORP PLC53.2K shares-0.54%2025-09-302025-11-13 AMZN AMAZON COM INC87.9K shares4.93%2025-09-302025-11-13 JPM JPMORGAN CHASE & CO.55.0K shares17.91%2025-09-302025-11-13 DYNF BLACKROCK ETF TRUST273.9K shares9.11%2025-09-302025-11-13 XOM EXXON MOBIL CORP138.4K shares1.59%2025-09-302025-11-13 PG PROCTER AND GAMBLE CO99.1K shares1.32%2025-09-302025-11-13 IAU ISHARES GOLD TR204.7K shares2.92%2025-09-302025-11-13 KO COCA COLA CO209.1K shares0.40%2025-09-302025-11-13 SHEL SHELL PLC183.1K shares0.14%2025-09-302025-11-13 ESGU ISHARES TR87.8K shares0.50%2025-09-302025-11-13 COST COSTCO WHSL CORP NEW13.7K shares-5.40%2025-09-302025-11-13 EXC EXELON CORP274.6K shares-0.01%2025-09-302025-11-13 SPY SPDR S&P 500 ETF TR17.9K shares-1.87%2025-09-302025-11-13 BINC BLACKROCK ETF TRUST II224.3K shares4.69%2025-09-302025-11-13 AGG ISHARES TR113.2K shares-0.32%2025-09-302025-11-13 DIS DISNEY WALT CO94.9K shares1.44%2025-09-302025-11-13 QCOM QUALCOMM INC62.5K shares0.69%2025-09-302025-11-13 MDLZ MONDELEZ INTL INC166.2K shares2.85%2025-09-302025-11-13 ABBV ABBVIE INC44.6K shares1.27%2025-09-302025-11-13 EFV ISHARES TR151.8K shares3.39%2025-09-302025-11-13 CB CHUBB LIMITED36.0K shares0.57%2025-09-302025-11-13 TFLO ISHARES TR181.0K shares6.11%2025-09-302025-11-13 USMV ISHARES TR95.3K shares4.08%2025-09-302025-11-13 GLD SPDR GOLD TR25.4K shares-4.54%2025-09-302025-11-13 ITW ILLINOIS TOOL WKS INC33.4K shares5.03%2025-09-302025-11-13 EFG ISHARES TR73.8K shares3.23%2025-09-302025-11-13 BAC BANK AMERICA CORP154.1K shares1135.67%2025-09-302025-11-13 OEF ISHARES TR23.6K shares5.66%2025-09-302025-11-13 TJX TJX COS INC NEW54.2K shares11.30%2025-09-302025-11-13 GBTC GRAYSCALE BITCOIN TRUST ETF78.6K shares-1.32%2025-09-302025-11-13 BRK.A BERKSHIRE HATHAWAY INC DEL9 shares0.00%2025-09-302025-11-13 KMI KINDER MORGAN INC DEL228.0K shares1.20%2025-09-302025-11-13 ROP ROPER TECHNOLOGIES INC12.5K shares1.61%2025-09-302025-11-13 DECK DECKERS OUTDOOR CORP60.8K shares-1.85%2025-09-302025-11-13 V VISA INC17.2K shares-22.61%2025-09-302025-11-13 SYK STRYKER CORPORATION15.4K shares-1.47%2025-09-302025-11-13 SHY ISHARES TR65.9K shares-5.34%2025-09-302025-11-13 EMXC ISHARES INC80.7K shares4.47%2025-09-302025-11-13 TLH ISHARES TR49.7K shares3.30%2025-09-302025-11-13 RTX RTX CORPORATION30.0K shares-0.15%2025-09-302025-11-13 ADBE ADOBE INC13.8K shares-0.36%2025-09-302025-11-13 EMB ISHARES TR50.6K shares20.58%2025-09-302025-11-13 ANET ARISTA NETWORKS INC32.3K shares-4.51%2025-09-302025-11-13 NTRS NORTHERN TR CORP33.9K shares-0.13%2025-09-302025-11-13 IGIB ISHARES TR81.7K shares-10.49%2025-09-302025-11-13 NEAR ISHARES U S ETF TR84.7K shares3.98%2025-09-302025-11-13 HON HONEYWELL INTL INC20.0K shares-2.43%2025-09-302025-11-13 GD GENERAL DYNAMICS CORP12.3K shares0.00%2025-09-302025-11-13 UNH UNITEDHEALTH GROUP INC12.1K shares117.54%2025-09-302025-11-13 NVO NOVO-NORDISK A S72.0K shares-0.42%2025-09-302025-11-13 CVX CHEVRON CORP NEW23.6K shares-0.59%2025-09-302025-11-13 PEP PEPSICO INC25.3K shares235.32%2025-09-302025-11-13 WMT WALMART INC33.2K shares20.36%2025-09-302025-11-13 FSMD FIDELITY COVINGTON TRUST77.3K shares5.53%2025-09-302025-11-13 ORCL ORACLE CORP12.0K shares-14.23%2025-09-302025-11-13 MCK MCKESSON CORP4.3K shares0.33%2025-09-302025-11-13 CSX CSX CORP93.0K shares0.00%2025-09-302025-11-13 DAPP VANECK ETF TRUST148.0K sharesnew addition2025-09-302025-11-13 QLYS QUALYS INC23.7K shares-3.76%2025-09-302025-11-13 RSP INVESCO EXCHANGE TRADED FD T16.5K shares-6.60%2025-09-302025-11-13 STLD STEEL DYNAMICS INC21.4K shares0.89%2025-09-302025-11-13 QQQ INVESCO QQQ TR4.9K shares20.70%2025-09-302025-11-13 LNG CHENIERE ENERGY INC12.2K shares2.75%2025-09-302025-11-13 MTUM ISHARES TR10.8K shares-3.36%2025-09-302025-11-13 EW EDWARDS LIFESCIENCES CORP34.0K shares-0.04%2025-09-302025-11-13 HD HOME DEPOT INC6.4K shares2.29%2025-09-302025-11-13 VIG VANGUARD SPECIALIZED FUNDS11.9K shares-3.30%2025-09-302025-11-13 HLNE HAMILTON LANE INC18.7K shares-3.01%2025-09-302025-11-13 LRN STRIDE INC16.5K shares-2.20%2025-09-302025-11-13 AWK AMERICAN WTR WKS CO INC NEW17.6K shares6.64%2025-09-302025-11-13 STIP ISHARES TR23.3K shares7.69%2025-09-302025-11-13 AWR AMER STATES WTR CO32.1K shares44.40%2025-09-302025-11-13 ABT ABBOTT LABS17.4K shares-1.10%2025-09-302025-11-13 SPSC SPS COMM INC22.2K shares104.28%2025-09-302025-11-13 MMSI MERIT MED SYS INC27.5K shares115.36%2025-09-302025-11-13 JEPI J P MORGAN EXCHANGE TRADED F39.7K shares3.16%2025-09-302025-11-13 MBB ISHARES TR23.8K shares-1.33%2025-09-302025-11-13 AIT APPLIED INDL TECHNOLOGIES IN8.6K shares-3.78%2025-09-302025-11-13 ICE INTERCONTINENTAL EXCHANGE IN13.1K shares-0.46%2025-09-302025-11-13 ADUS ADDUS HOMECARE CORP18.6K shares-3.24%2025-09-302025-11-13 ETHE GRAYSCALE ETHEREUM TRUST ETF63.7K shares-10.39%2025-09-302025-11-13 QYLD GLOBAL X FDS126.7K shares8.49%2025-09-302025-11-13 BTC GRAYSCALE BITCOIN MINI TR ET40.6K shares11.51%2025-09-302025-11-13 GOOG ALPHABET INC8.4K shares-19.52%2025-09-302025-11-13 PRGS PROGRESS SOFTWARE CORP44.5K shares-1.09%2025-09-302025-11-13 VNOM VIPER ENERGY INC50.9K sharesnew addition2025-09-302025-11-13 STRL STERLING INFRASTRUCTURE INC5.7K shares-41.06%2025-09-302025-11-13 ROCK GIBRALTAR INDS INC30.5K shares-3.10%2025-09-302025-11-13 CRBN ISHARES TR8.4K shares-5.63%2025-09-302025-11-13 AX AXOS FINANCIAL INC22.4K shares-3.95%2025-09-302025-11-13 IPAR INTERPARFUMS INC18.6K shares13.95%2025-09-302025-11-13 SMPL SIMPLY GOOD FOODS CO73.0K shares128.64%2025-09-302025-11-13 JJSF J & J SNACK FOODS CORP18.7K shares-3.23%2025-09-302025-11-13 BK BANK NEW YORK MELLON CORP16.4K shares0.00%2025-09-302025-11-13 LMAT LEMAITRE VASCULAR INC20.1K shares-3.54%2025-09-302025-11-13 GMED GLOBUS MED INC30.8K shares0.00%2025-09-302025-11-13 XYL XYLEM INC11.8K shares-3.28%2025-09-302025-11-13 VV VANGUARD INDEX FDS5.4K shares0.91%2025-09-302025-11-13 LQD ISHARES TR14.7K shares-9.94%2025-09-302025-11-13 CARR CARRIER GLOBAL CORPORATION27.2K shares0.21%2025-09-302025-11-13 DGII DIGI INTL INC43.6K shares-3.26%2025-09-302025-11-13 YOU CLEAR SECURE INC46.7K shares8.13%2025-09-302025-11-13 CASH PATHWARD FINANCIAL INC21.0K shares-3.07%2025-09-302025-11-13 BWXT BWX TECHNOLOGIES INC8.1K shares-4.13%2025-09-302025-11-13 AYI ACUITY INC4.3K shares-3.66%2025-09-302025-11-13 LLY ELI LILLY & CO1.9K shares-16.96%2025-09-302025-11-13 MWA MUELLER WTR PRODS INC56.1K shares-2.94%2025-09-302025-11-13 CSW CSW INDUSTRIALS INC5.9K shares-2.45%2025-09-302025-11-13 NFLX NETFLIX INC1.2K shares33.86%2025-09-302025-11-13 FSS FEDERAL SIGNAL CORP11.9K shares-3.22%2025-09-302025-11-13 CMI CUMMINS INC3.3K shares26.63%2025-09-302025-11-13 IUSG ISHARES TR8.5K shares0.87%2025-09-302025-11-13 CORT CORCEPT THERAPEUTICS INC16.6K shares-2.33%2025-09-302025-11-13 TLT ISHARES TR15.3K shares-1.97%2025-09-302025-11-13 HWKN HAWKINS INC7.4K shares-52.54%2025-09-302025-11-13 GOLF ACUSHNET HLDGS CORP17.3K shares-3.25%2025-09-302025-11-13 SBUX STARBUCKS CORP15.9K shares1.68%2025-09-302025-11-13 FNF FIDELITY NATIONAL FINANCIAL21.6K shares0.00%2025-09-302025-11-13 DFCF DIMENSIONAL ETF TRUST30.6K shares13.92%2025-09-302025-11-13 SXI STANDEX INTL CORP5.9K shares-3.60%2025-09-302025-11-13 SLV ISHARES SILVER TR29.2K shares9.70%2025-09-302025-11-13 PBH PRESTIGE CONSMR HEALTHCARE I19.6K shares41.23%2025-09-302025-11-13 AMGN AMGEN INC4.2K shares-63.60%2025-09-302025-11-13 BRC BRADY CORP15.2K shares-3.14%2025-09-302025-11-13 VOO VANGUARD INDEX FDS1.9K shares6.09%2025-09-302025-11-13 LMT LOCKHEED MARTIN CORP2.3K shares-4.70%2025-09-302025-11-13 ABNB AIRBNB INC9.5K shares-8.93%2025-09-302025-11-13 SHW SHERWIN WILLIAMS CO3.3K shares-0.27%2025-09-302025-11-13 YUM YUM BRANDS INC7.5K shares0.00%2025-09-302025-11-13 O REALTY INCOME CORP18.7K shares1.52%2025-09-302025-11-13 MRK MERCK & CO INC13.5K shares-14.26%2025-09-302025-11-13 NET CLOUDFLARE INC5.3K shares-2.78%2025-09-302025-11-13 AMD ADVANCED MICRO DEVICES INC6.8K shares9.93%2025-09-302025-11-13 EUSB ISHARES TR24.8K shares0.00%2025-09-302025-11-13 PSX PHILLIPS 667.8K shares0.88%2025-09-302025-11-13 ITT ITT INC5.9K shares0.00%2025-09-302025-11-13 EAGG ISHARES TR21.9K shares0.10%2025-09-302025-11-13 VUG VANGUARD INDEX FDS2.2K shares42.19%2025-09-302025-11-13 BWIN THE BALDWIN INSURANCE GRP IN36.7K shares-2.29%2025-09-302025-11-13 FITB FIFTH THIRD BANCORP22.5K shares0.00%2025-09-302025-11-13 DE DEERE & CO2.2K shares-3.27%2025-09-302025-11-13 RLI RLI CORP15.2K shares-2.45%2025-09-302025-11-13 USIG ISHARES TR18.9K shares2.03%2025-09-302025-11-13 ETH GRAYSCALE ETHEREUM MINI TR E25.0K shares4.04%2025-09-302025-11-13 ESGE ISHARES INC22.1K shares-1.30%2025-09-302025-11-13 PHM PULTE GROUP INC7.0K shares16.62%2025-09-302025-11-13 GILD GILEAD SCIENCES INC8.3K shares0.05%2025-09-302025-11-13 SRE SEMPRA10.0K shares-0.39%2025-09-302025-11-13 MSTR STRATEGY INC2.8K shares5.71%2025-09-302025-11-13 VTI VANGUARD INDEX FDS2.7K shares4.34%2025-09-302025-11-13 HDV ISHARES TR7.1K shares-9.20%2025-09-302025-11-13 BIL SPDR SERIES TRUST9.4K shares-11.48%2025-09-302025-11-13 CAT CATERPILLAR INC1.8K shares-2.84%2025-09-302025-11-13 TRV TRAVELERS COMPANIES INC3.1K shares0.03%2025-09-302025-11-13 MLI MUELLER INDS INC8.5K shares-2.99%2025-09-302025-11-13 WM WASTE MGMT INC DEL3.9K shares2.31%2025-09-302025-11-13 WFC-PL WELLS FARGO CO NEW678 shares-0.44%2025-09-302025-11-13 IVW ISHARES TR6.9K shares-5.71%2025-09-302025-11-13 TOL TOLL BROTHERS INC6.0K shares-31.03%2025-09-302025-11-13 GOVT ISHARES TR35.7K shares-0.16%2025-09-302025-11-13 LEN LENNAR CORP6.5K shares70.70%2025-09-302025-11-13 ROUS LATTICE STRATEGIES TR14.2K shares11.08%2025-09-302025-11-13 GEV GE VERNOVA INC1.3K shares-13.30%2025-09-302025-11-13 SUSC ISHARES TR34.3K shares0.00%2025-09-302025-11-13 COP CONOCOPHILLIPS8.2K shares-3.46%2025-09-302025-11-13 PNC PNC FINL SVCS GROUP INC3.7K shares0.21%2025-09-302025-11-13 USXF ISHARES TR12.9K shares-3.38%2025-09-302025-11-13 UBER UBER TECHNOLOGIES INC7.5K shares24.39%2025-09-302025-11-13 INTU INTUIT1.0K shares-10.13%2025-09-302025-11-13 FHN FIRST HORIZON CORPORATION31.0K shares0.19%2025-09-302025-11-13 WELL WELLTOWER INC3.9K shares0.00%2025-09-302025-11-13 CRWD CROWDSTRIKE HLDGS INC1.4K shares8.83%2025-09-302025-11-13 USB US BANCORP DEL14.0K shares-2.10%2025-09-302025-11-13 VYM VANGUARD WHITEHALL FDS4.8K shares-3.22%2025-09-302025-11-13 INTC INTEL CORP19.9K shares41.75%2025-09-302025-11-13 COR CENCORA INC2.1K shares2.74%2025-09-302025-11-13 CQP CHENIERE ENERGY PARTNERS LP12.2K shares-2.01%2025-09-302025-11-13 MS MORGAN STANLEY4.1K shares2.28%2025-09-302025-11-13 RCL ROYAL CARIBBEAN GROUP2.0K shares-74.99%2025-09-302025-11-13 SO SOUTHERN CO6.8K shares-0.55%2025-09-302025-11-13 PLTR PALANTIR TECHNOLOGIES INC3.5K shares-38.29%2025-09-302025-11-13 PM PHILIP MORRIS INTL INC3.9K shares3.35%2025-09-302025-11-13 NAC NUVEEN CA QUALTY MUN INCOME55.3K shares6.35%2025-09-302025-11-13 BMY BRISTOL-MYERS SQUIBB CO14.0K shares-6.78%2025-09-302025-11-13 BA BOEING CO2.9K shares-1.99%2025-09-302025-11-13 PFE PFIZER INC24.6K shares0.03%2025-09-302025-11-13 MDT MEDTRONIC PLC6.6K shares2.85%2025-09-302025-11-13 SUI SUN CMNTYS INC4.8K shares5.27%2025-09-302025-11-13 RDDT REDDIT INC2.7K shares-19.25%2025-09-302025-11-13 SNOW SNOWFLAKE INC2.6K shares-11.83%2025-09-302025-11-13 VPU VANGUARD WORLD FD3.0K shares1.98%2025-09-302025-11-13 VZ VERIZON COMMUNICATIONS INC13.1K shares-4.83%2025-09-302025-11-13 EOSE EOS ENERGY ENTERPRISES INC50.0K shares0.00%2025-09-302025-11-13 SCHG SCHWAB STRATEGIC TR17.8K shares11.66%2025-09-302025-11-13 GE GE AEROSPACE1.9K shares-7.67%2025-09-302025-11-13 IDV ISHARES TR14.8K shares2.02%2025-09-302025-11-13 ADI ANALOG DEVICES INC2.2K shares-6.93%2025-09-302025-11-13 HSY HERSHEY CO2.8K shares-20.72%2025-09-302025-11-13 DHI D R HORTON INC3.0K shares0.00%2025-09-302025-11-13 DIVO AMPLIFY ETF TR11.4K shares0.00%2025-09-302025-11-13 SHOP SHOPIFY INC3.3K shares-0.59%2025-09-302025-11-13 HNGE HINGE HEALTH INC10.1K sharesnew addition2025-09-302025-11-13 NKE NIKE INC7.0K shares0.66%2025-09-302025-11-13 BMI BADGER METER INC2.7K shares-3.06%2025-09-302025-11-13 LCTU BLACKROCK ETF TRUST6.7K shares-4.99%2025-09-302025-11-13 PFF ISHARES TR15.2K shares-2.49%2025-09-302025-11-13 CUZ COUSINS PPTYS INC16.0K shares-3.32%2025-09-302025-11-13 SCHD SCHWAB STRATEGIC TR16.8K shares0.05%2025-09-302025-11-13 ACWV ISHARES INC3.8K shares-0.66%2025-09-302025-11-13 CORP PIMCO ETF TR4.6K shares17.01%2025-09-302025-11-13 JPIE J P MORGAN EXCHANGE TRADED F9.7K shares24.85%2025-09-302025-11-13 BND VANGUARD BD INDEX FDS5.9K shares27.98%2025-09-302025-11-13 IBIT ISHARES BITCOIN TRUST ETF6.8K shares-12.85%2025-09-302025-11-13 ESGV VANGUARD WORLD FD3.7K shares0.00%2025-09-302025-11-13 PLD PROLOGIS INC.3.8K shares24.22%2025-09-302025-11-13 KBH KB HOME6.8K shares-5.55%2025-09-302025-11-13 ESS ESSEX PPTY TR INC1.6K shares0.00%2025-09-302025-11-13 SYLD CAMBRIA ETF TR6.1K shares7.41%2025-09-302025-11-13 WPM WHEATON PRECIOUS METALS CORP3.7K shares0.00%2025-09-302025-11-13 ALL ALLSTATE CORP1.9K shares0.00%2025-09-302025-11-13 PANW PALO ALTO NETWORKS INC2.0K shares61.53%2025-09-302025-11-13 DUSB DIMENSIONAL ETF TRUST8.1K sharesnew addition2025-09-302025-11-13 KMB KIMBERLY-CLARK CORP3.3K shares-1.14%2025-09-302025-11-13 GDX VANECK ETF TRUST5.3K shares0.00%2025-09-302025-11-13 EFA ISHARES TR4.2K shares0.00%2025-09-302025-11-13 ARCC ARES CAPITAL CORP19.2K shares1.60%2025-09-302025-11-13 FSK FS KKR CAP CORP25.5K shares-2.45%2025-09-302025-11-13 JEPQ J P MORGAN EXCHANGE TRADED F6.6K shares4.42%2025-09-302025-11-13 TTI TETRA TECHNOLOGIES INC DEL65.0K shares-7.14%2025-09-302025-11-13 BROS DUTCH BROS INC7.0K shares-0.71%2025-09-302025-11-13 NKX NUVEEN CALIFORNIA AMT QLT MU28.5K shares3.81%2025-09-302025-11-13 FIXD FIRST TR EXCHNG TRADED FD VI7.9K shares0.00%2025-09-302025-11-13 VEU VANGUARD INTL EQUITY INDEX F4.8K shares9.27%2025-09-302025-11-13 MO ALTRIA GROUP INC5.2K shares6.14%2025-09-302025-11-13 SCHB SCHWAB STRATEGIC TR13.3K shares4.31%2025-09-302025-11-13 VFC V F CORP23.2K shares-9.48%2025-09-302025-11-13 IWF ISHARES TR710 sharesnew addition2025-09-302025-11-13 VGK VANGUARD INTL EQUITY INDEX F4.1K shares-0.89%2025-09-302025-11-13 SHV ISHARES TR2.8K shares26.01%2025-09-302025-11-13 CVS CVS HEALTH CORP4.1K shares-4.53%2025-09-302025-11-13 T AT&T INC10.9K shares-0.71%2025-09-302025-11-13 HR HEALTHCARE RLTY TR16.9K shares-3.43%2025-09-302025-11-13 HBAN HUNTINGTON BANCSHARES INC17.5K shares0.04%2025-09-302025-11-13 KLAC KLA CORP277 shares0.00%2025-09-302025-11-13 XLK SELECT SECTOR SPDR TR1.0K shares-8.14%2025-09-302025-11-13 SDY SPDR SERIES TRUST2.1K shares6.89%2025-09-302025-11-13 ET ENERGY TRANSFER L P17.1K shares-0.58%2025-09-302025-11-13 SCHA SCHWAB STRATEGIC TR10.5K shares-8.80%2025-09-302025-11-13 CMF ISHARES TR5.1K sharesnew addition2025-09-302025-11-13 BXSL BLACKSTONE SECD LENDING FD11.1K shares4.83%2025-09-302025-11-13 INCE FRANKLIN TEMPLETON ETF TR4.8K shares14.21%2025-09-302025-11-13 SPTL SPDR SERIES TRUST10.6K sharesnew addition2025-09-302025-11-13 EEM ISHARES TR5.3K shares-3.62%2025-09-302025-11-13 FCX FREEPORT-MCMORAN INC7.1K sharesnew addition2025-09-302025-11-13 ICVT ISHARES TR2.8K shares2.39%2025-09-302025-11-13 VCIT VANGUARD SCOTTSDALE FDS3.3K shares33.13%2025-09-302025-11-13 AOR ISHARES TR4.3K shares-8.24%2025-09-302025-11-13 IWV ISHARES TR725 shares-2.16%2025-09-302025-11-13 NWBI NORTHWEST BANCSHARES INC MD22.1K shares-2.64%2025-09-302025-11-13 NSA NATIONAL STORAGE AFFILIATES8.9K shares-12.25%2025-09-302025-11-13 AMAT APPLIED MATLS INC1.3K shares0.00%2025-09-302025-11-13 DELL DELL TECHNOLOGIES INC1.9K shares-7.47%2025-09-302025-11-13 CL COLGATE PALMOLIVE CO3.2K shares12.17%2025-09-302025-11-13 PRF INVESCO EXCHANGE TRADED FD T5.7K sharesnew addition2025-09-302025-11-13 VB VANGUARD INDEX FDS1.0K shares0.10%2025-09-302025-11-13 DSI ISHARES TR2.0K shares0.00%2025-09-302025-11-13 SPDW SPDR INDEX SHS FDS6.0K sharesnew addition2025-09-302025-11-13 CEF SPROTT ASSET MANAGEMENT LP6.9K shares0.00%2025-09-302025-11-13 LIN LINDE PLC525 shares-1.32%2025-09-302025-11-13 DUK DUKE ENERGY CORP NEW2.0K shares-1.38%2025-09-302025-11-13 NEE NEXTERA ENERGY INC3.2K shares-3.12%2025-09-302025-11-13 INDA ISHARES TR4.6K shares14.86%2025-09-302025-11-13 MA MASTERCARD INCORPORATED423 shares-0.94%2025-09-302025-11-13 HPQ HP INC8.8K shares0.00%2025-09-302025-11-13 OKTA OKTA INC2.6K sharesnew addition2025-09-302025-11-13 CCL CARNIVAL CORP8.2K sharesnew addition2025-09-302025-11-13 QQQM INVESCO EXCH TRADED FD TR II953 shares1.82%2025-09-302025-11-13 EMR EMERSON ELEC CO1.8K shares0.06%2025-09-302025-11-13 VNQ VANGUARD INDEX FDS2.6K shares-17.71%2025-09-302025-11-13 FLOT ISHARES TR4.5K shares-4.62%2025-09-302025-11-13 SUSA ISHARES TR1.7K shares0.00%2025-09-302025-11-13 ENB ENBRIDGE INC4.6K shares-2.15%2025-09-302025-11-13 AZO AUTOZONE INC53 sharesnew addition2025-09-302025-11-13 XLE SELECT SECTOR SPDR TR2.5K shares-1.32%2025-09-302025-11-13 AFL AFLAC INC2.0K shares0.00%2025-09-302025-11-13 NTR NUTRIEN LTD3.8K shares0.00%2025-09-302025-11-13 DVY ISHARES TR1.6K shares0.00%2025-09-302025-11-13 GEN GEN DIGITAL INC7.7K shares0.00%2025-09-302025-11-13 TXN TEXAS INSTRS INC1.2K sharesnew addition2025-09-302025-11-13 VMC VULCAN MATLS CO701 sharesnew addition2025-09-302025-11-13 IBDU ISHARES TR9.2K sharesnew addition2025-09-302025-11-13 FSLR FIRST SOLAR INC975 sharesnew addition2025-09-302025-11-13 IBDT ISHARES TR8.3K sharesnew addition2025-09-302025-11-13 CLH CLEAN HARBORS INC897 shares0.00%2025-09-302025-11-13 IBDS ISHARES TR8.4K sharesnew addition2025-09-302025-11-13 SGOV ISHARES TR2.0K sharesnew addition2025-09-302025-11-13 GRMN GARMIN LTD827 sharesnew addition2025-09-302025-11-13 C CITIGROUP INC2.0K shares-15.43%2025-09-302025-11-13 PFXF VANECK ETF TRUST11.4K sharesnew addition2025-09-302025-11-13 WFC WELLS FARGO CO NEW2.4K sharesnew addition2025-09-302025-11-13 FSCO FS CREDIT OPPORTUNITIES CORP28.7K shares0.00%2025-09-302025-11-13 NBB NUVEEN TAXABLE MUNICPAL INM11.7K shares0.00%2025-09-302025-11-13 F FORD MTR CO15.4K shares-1.59%2025-09-302025-11-13 XERS XERIS BIOPHARMA HOLDINGS INC22.2K shares29.54%2025-09-302025-11-13 NMZ NUVEEN MUN HIGH INCOME OPPOR15.7K shares0.00%2025-09-302025-11-13 MUC BLACKROCK MUNIHLDNGS CALI QL15.3K shares15.35%2025-09-302025-11-13 UDMY UDEMY INC20.0K shares0.00%2025-09-302025-11-13 BSM BLACK STONE MINERALS L P10.0K sharesnew addition2025-09-302025-11-13 EXG EATON VANCE TAX-MANAGED GLOB14.3K shares0.00%2025-09-302025-11-13 LXP LXP INDUSTRIAL TRUST10.0K shares0.00%2025-09-302025-11-13 SPWR COMPLETE SOLARIA INC46.0K shares2.22%2025-09-302025-11-13 CHGG CHEGG INC41.0K shares0.00%2025-09-302025-11-13 FLD FOLD HLDGS INC10.1K shares0.00%2025-09-302025-11-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available