The Analysis of VICUS CAPITAL's Holdings
Currently, VICUS CAPITAL holds 269 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in SPYM (+1.4M shares, valued at $107.4M), SPDW (+1.1M shares, valued at $47.1M), SPMD (+627.0K shares, valued at $35.9M); decreased their positions in IVV (-192.9K shares, valued at $129.1M), IEFA (-552.8K shares, valued at $48.3M), IJR (-284.8K shares, valued at $33.8M); initiated new positions in SPHY (+174.1K shares, valued at $4.2M), GDE (+62.5K shares, valued at $3.6M), JPIE (+71.9K shares, valued at $3.3M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPYM SPDR PORTFOLIO S&P 500 ETF1.4M shares2848.98%2025-09-302025-10-24
IVV ISHARES S&P 500 INDEX145.3K shares-57.03%2025-09-302025-10-24 IEFA ISHARES CORE MSCI EAFE707.6K shares-43.86%2025-09-302025-10-24 SPDW SPDR PORTFOLIO DVLPD WORLD EX-US1.3M shares659.90%2025-09-302025-10-24 IJH ISHARES CORE S&P MID CAP ETF667.9K shares-43.26%2025-09-302025-10-24 IAUM ISHR GLD TRST MICR ETF BENEF INTRST1.1M shares-2.78%2025-09-302025-10-24 AGG ISHARES AGGREGATE BOND ETF406.4K shares-4.01%2025-09-302025-10-24 SPYV SPDR PORTFOLIO S&P 500 VALUE ETF703.0K shares8.91%2025-09-302025-10-24 MSFT MICROSOFT74.9K shares-0.74%2025-09-302025-10-24 OEF ISHARES TR S&P 100 INDEX FUND113.2K shares220.45%2025-09-302025-10-24 SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF642.7K shares4002.07%2025-09-302025-10-24 RSP INVESCO S&P 500 EQUAL WEIGHT ETF189.8K shares4.74%2025-09-302025-10-24 FBND FIDELITY TOTAL BOND ETF716.7K shares4.58%2025-09-302025-10-24 IJR ISHARES S&P SMALLCAP 600 ETF253.7K shares-52.89%2025-09-302025-10-24 FCOM FIDELITY MSCI CMMNCTN SRVES INDX348.0K shares20.14%2025-09-302025-10-24 SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF227.7K shares1.56%2025-09-302025-10-24 FNCL FIDELITY MSCI FINANCIALS INDEX ETF310.4K shares3.58%2025-09-302025-10-24 DGRO ISHARES CORE DIVIDEND GROWTH ETF312.9K shares3.04%2025-09-302025-10-24 SPSM SPDR PORT S&P 600 SMALL CAP ETF451.3K shares1741.16%2025-09-302025-10-24 MUB ISHARES AMT-FREE MUNI BOND ETF172.9K shares-1.97%2025-09-302025-10-24 IEMG ISHARES CORE MSCI EMERGING MKTS259.2K shares-45.76%2025-09-302025-10-24 VOO VANGUARD S&P 500 ETF26.1K shares-8.80%2025-09-302025-10-24 AAPL APPLE INC59.5K shares6.63%2025-09-302025-10-24 SPEM SPDR PORTFOLIO EMERGING MARKETS ETF311.2K shares1260.98%2025-09-302025-10-24 BOND PIMCO ACTIVE BD ETF138.9K shares4.64%2025-09-302025-10-24 BHP BHP GROUP LTD SPONSORED ADS228.8K shares0.50%2025-09-302025-10-24 QQQM INVESCO NASDAQ 100 ETF50.7K shares1338.55%2025-09-302025-10-24 PYLD PIMCO MLTISCT BD ACT EXCH TRDD FND456.1K shares14.13%2025-09-302025-10-24 TOTL SPDR DOUBLELINE TOT RETURN TACT ETF301.1K shares4.58%2025-09-302025-10-24 DBEF XTRACKERS MSCI EAFE HEDGED EQTY ETF233.8K shares4.76%2025-09-302025-10-24 VGLT VANGUARD LONG-TERM TREASURY INDX FD184.5K shares12.03%2025-09-302025-10-24 AMZN AMAZON.COM INC39.4K shares4.81%2025-09-302025-10-24 MMIT NYLI MACKAY MUNI INTERMEDIATE ETF352.2K shares14.03%2025-09-302025-10-24 NVDA NVIDIA CORPORATION COM44.6K shares10.95%2025-09-302025-10-24 GOOGL GOOGLE INC34.1K shares6.63%2025-09-302025-10-24 CGMS CAPITAL GROUP US MULTI-SECTOR INCM295.1K shares13.55%2025-09-302025-10-24 VUG VANGUARD GROWTH ETF17.0K shares2.62%2025-09-302025-10-24 QQQ INVESCO QQQ TRUST13.0K shares-0.34%2025-09-302025-10-24 IVE ISHARES S&P 500 VALUE ETF32.9K shares-0.64%2025-09-302025-10-24 VXF VANGUARD EXTENDED MARKET ETF32.0K shares-0.78%2025-09-302025-10-24 CGDV CAPITAL GROUP DIVIDEND VALUE ETF151.8K shares1443.57%2025-09-302025-10-24 SPMO INVESCO S&P 500 MOMENTUM ETF50.7K shares-2.36%2025-09-302025-10-24 VTI VANGUARD TOTAL STK MKT15.2K shares-2.34%2025-09-302025-10-24 XMMO INVESCO S&P MIDCAP MOMENTUM ETF32.9K shares-2.30%2025-09-302025-10-24 ITA ISHR TR DOW JONESUS AEROSPACE & DEF21.1K shares-7.95%2025-09-302025-10-24 NULV NUVEEN ESG LARGE-CAP VALUE ETF99.4K shares3.45%2025-09-302025-10-24 CL COLGATE PALMOLIVE CO COM54.0K shares-2.15%2025-09-302025-10-24 FLOT ISHARES FLOATING RATE BOND ETF84.0K shares505.11%2025-09-302025-10-24 SPHY SPDR PORTFOLIO HIGH YIELD BOND ETF174.1K sharesnew addition2025-09-302025-10-24 VTEB VANGUARD TAX-EXEMPT BOND ETF81.5K shares-6.33%2025-09-302025-10-24 JMUB JPMORGAN MUNICIPAL ETF80.7K shares-0.47%2025-09-302025-10-24 JPM JPMORGAN CHASE & CO. COM12.8K shares-1.27%2025-09-302025-10-24 XSD SPDR SER TR S&P SEMICONDUCTOR ETF12.1K shares1254.18%2025-09-302025-10-24 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF64.7K shares-50.58%2025-09-302025-10-24 GDE WSDMTREE EFFCNT GD PLS EQTY STGY FD62.5K sharesnew addition2025-09-302025-10-24 KCE SPDR S&P CAPITAL MARKETS ETF23.4K shares-6.37%2025-09-302025-10-24 FENI FIDELITY ENHANCED INTERNATIONAL ETF97.7K shares0.18%2025-09-302025-10-24 SPAB SPDR PORTFOLIO AGGREGATE BOND ETF133.3K shares624.97%2025-09-302025-10-24 JPIE JPMORGAN INCOME ETF71.9K sharesnew addition2025-09-302025-10-24 VCSH VANGUARD SHORT TERM CORP BD FD ETF40.7K shares-9.30%2025-09-302025-10-24 SPY SPDR S&P 500 ETF TRUST31.2K shares353.96%2025-09-302025-10-24 AVUS AVANTIS U.S. EQUITY ETF28.9K shares0.35%2025-09-302025-10-24 VTV VANGUARD VALUE ETF15.5K shares-54.17%2025-09-302025-10-24 CGIC CAPITAL GROUP INTRNATIONAL CRE EQTY89.7K sharesnew addition2025-09-302025-10-24 ITM MKT VECT LEHMAN BRS AMTFREE INTERM57.7K shares8.31%2025-09-302025-10-24 FLQM FRANKLIN U. MID CAP MLTFCTR INDX47.0K shares14.58%2025-09-302025-10-24 BALT INNOVATOR DEFINED WEALTH SHIELD ETF80.5K sharesnew addition2025-09-302025-10-24 IAU ISHARES GOLD TRUST ETF35.6K shares-4.80%2025-09-302025-10-24 VYM VANGUARD HIGH DIVIDEND YIELD18.2K shares5.21%2025-09-302025-10-24 IJT ISHARES S&P SMALLCAP 600 GROWTH ETF17.9K shares-26.49%2025-09-302025-10-24 VPLS VANGUARD CORE PLUS BOND ETF32.2K shares99.36%2025-09-302025-10-24 HYZD WSDMTR INTRST RT HDGD HGH YD BD FD112.5K shares63.95%2025-09-302025-10-24 DSI ISHARES ESG MSCI KLD 400 ETF19.7K shares8.72%2025-09-302025-10-24 GBIL ACCESS TREASURY 0-1 YEAR ETF24.5K shares1.40%2025-09-302025-10-24 META META PLATFORMS INC CL A3.0K shares26.99%2025-09-302025-10-24 XOM EXXON MOBIL CORP COM18.0K shares6.20%2025-09-302025-10-24 USHY ISH BROAD USD HGH YD CORP BD ETF53.5K shares-35.22%2025-09-302025-10-24 IXUS ISHR TRST COR MSCI TOT INTL STK ETF24.2K shares-84.73%2025-09-302025-10-24 VCIT VANGUARD Intmd-TERM CORP BD ETF23.5K shares6.86%2025-09-302025-10-24 IBD INSPIRE CORPORATE BOND ETF79.9K shares2.37%2025-09-302025-10-24 ESGD ISHARES ESG AWARE MSCI EAFE ETF20.7K shares-10.82%2025-09-302025-10-24 CGMU CAPITAL GROUP MUNICIPAL INCOME ETF70.3K shares154.86%2025-09-302025-10-24 BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW3.7K shares10.19%2025-09-302025-10-24 QYLD GLOBAL X NASDAQ 100 COVERED CALL108.1K shares20.22%2025-09-302025-10-24 NFLX NETFLIX COM INC1.5K shares464.21%2025-09-302025-10-24 FNDA SCHWAB FUNDAMENTAL US SMALL CO INDX57.9K shares-8.42%2025-09-302025-10-24 SPTI SPDR PRTFLIO INTERMEDIATE TRM TRSRY62.2K sharesnew addition2025-09-302025-10-24 ORCL ORACLE CORPORATION6.1K shares76.30%2025-09-302025-10-24 GOOG ALPHABET INC CAP STK CL C7.0K shares18.61%2025-09-302025-10-24 VNLA JANUS HENDERSON SHT DURATION INCOME34.3K shares6.77%2025-09-302025-10-24 GSLC GLDMN SCHS ACT EBETA US LRG CAP EQ12.3K shares-0.11%2025-09-302025-10-24 T AT&T INC COM56.6K shares2.34%2025-09-302025-10-24 IBM INTL BUSINESS MACHINES5.6K shares27.11%2025-09-302025-10-24 BIBL INSPIRE 100 ETF35.2K shares-2.42%2025-09-302025-10-24 IJJ ISHARES S&P MIDCAP 400 VALUE ETF12.0K shares-0.61%2025-09-302025-10-24 BRK.A BERKSHIRE HATHAWAY INC DEL CL A2 shares0.00%2025-09-302025-10-24 AVGO BROADCOM INC COM4.5K shares60.68%2025-09-302025-10-24 EMB ISHR JPMORG USD EMERG MARKTS BD ETF15.5K shares-8.44%2025-09-302025-10-24 IJK ISHARES S&P MIDCAP 400 GROWTH INDEX14.2K shares2.41%2025-09-302025-10-24 HYG ISHR IBOXX HIGH YIELD CORP BD ETF16.5K shares-61.24%2025-09-302025-10-24 SPTS SPDR PORTFOLIO SHORT TERM TREASURY43.4K sharesnew addition2025-09-302025-10-24 VB VANGUARD SMALL CAP ETF4.8K shares1.08%2025-09-302025-10-24 NUSC NUVEEN ESG SMALL-CAP ETF27.2K shares-32.44%2025-09-302025-10-24 CGHM CAPITAL GROUP MUNICIPAL HIGH-INCOME47.1K shares234.71%2025-09-302025-10-24 JNJ JOHNSON & JOHNSON COM6.2K shares22.24%2025-09-302025-10-24 TPLC TMTHY PN TMTHY PN US LRG/MD CP CR24.9K shares24.08%2025-09-302025-10-24 NUMG NUVEEN ESG MID-CAP GROWTH ETF23.1K shares3.67%2025-09-302025-10-24 ISTB ISHR TRUST CORE SHRT TERM US BD ETF22.9K shares2.67%2025-09-302025-10-24 VEU VANGUARD FTSE ALL-WORLD EX-US15.6K shares-1.57%2025-09-302025-10-24 COWZ PACER US CASH COWS 100 ETF19.2K shares-1.21%2025-09-302025-10-24 IDV ISHR INT SELECT DIV ETF30.2K shares3.61%2025-09-302025-10-24 CSB VCTRY US SMLL CP HGH IVD VLTLTY WTD18.0K shares-10.75%2025-09-302025-10-24 SPTL SPDR PORTFOLIO LONG TERM TREASURY38.4K sharesnew addition2025-09-302025-10-24 CGUS CAPITAL GROUP CORE EQUITY ETF25.3K shares69.21%2025-09-302025-10-24 LOW LOWES COS INC COM3.9K shares0.31%2025-09-302025-10-24 HOOD ROBINHOOD MKTS INC COM CL A6.8K sharesnew addition2025-09-302025-10-24 GE GE AEROSPACE COM NEW3.2K shares5.23%2025-09-302025-10-24 IGIB ISH 5-10 YR INVEST GRADE CORP BD17.5K shares10.30%2025-09-302025-10-24 USFR WISDOMTREE FLOATING RATE TREASRY FD18.8K shares6.37%2025-09-302025-10-24 EMHC SPDR BLMBRG EMRGNG MRKTS USD BND36.7K sharesnew addition2025-09-302025-10-24 DON WISDOMTREE MIDCAP DIVIDEND17.6K shares0.31%2025-09-302025-10-24 ABBV ABBVIE INC COM4.0K shares1.87%2025-09-302025-10-24 VIG VANGUARD DIVIDEND APPRECIATION ETF4.2K shares19.10%2025-09-302025-10-24 FTEC FID MSCI INFO TECHNOLOGY INDEX ETF4.1K shares59.06%2025-09-302025-10-24 PRU PRUDENTIAL FINL INC8.6K shares-1.23%2025-09-302025-10-24 FHLC FIDELITY MSCI HEALTH CARE INDEX ETF13.2K shares4.31%2025-09-302025-10-24 CAT CATERPILLAR INC COM1.8K shares-0.33%2025-09-302025-10-24 PLTR PALANTIR TECHNOLOGIES INC CL A4.7K shares48.68%2025-09-302025-10-24 CVX CHEVRON CORP NEW COM5.5K shares3.74%2025-09-302025-10-24 TSLA TESLA MOTORS INC1.9K shares72.72%2025-09-302025-10-24 WMT WALMART INC COM8.0K shares-8.59%2025-09-302025-10-24 CGBL CAPITAL GROUP CORE BALANCED ETF23.3K shares40.73%2025-09-302025-10-24 QUS SPDR MSCI USA STRATEGICFACTORS ETF4.7K shares1.69%2025-09-302025-10-24 NUMV NUVEEN ESG MID-CAP VALUE ETF20.6K shares114.13%2025-09-302025-10-24 FENY FIDELITY MSCI ENERGY INDEX ETF31.2K shares0.61%2025-09-302025-10-24 MGV VANGUARD MEGA CAP VALUE ETF5.4K shares0.50%2025-09-302025-10-24 MUNI PIMCO INTERMEDIATE MUNI BD ACTIVE14.1K shares-3.39%2025-09-302025-10-24 GS GOLDMAN SACHS GROUP INC917 shares-5.37%2025-09-302025-10-24 IQLT ISHARES MSCI INTL QUALITY FACTR ETF16.4K shares1.13%2025-09-302025-10-24 LMT LOCKHEED MARTIN CORP1.5K shares-11.84%2025-09-302025-10-24 HD HOME DEPOT1.8K shares0.22%2025-09-302025-10-24 HGER HARBOR COMMODITY ALL-WTHR STRTGY27.8K shares10.09%2025-09-302025-10-24 VONG VANGUARD RUSSELL 1000 GROWTH ETF6.0K shares4.23%2025-09-302025-10-24 NULG NUVEEN ESG LARGE-CAP GROWTH ETF7.0K shares-5.85%2025-09-302025-10-24 COF CAPITAL ONE FINANCIAL CORP3.3K shares-0.18%2025-09-302025-10-24 ITOT ISHARES TR S&P 1500 INDEX FD4.6K shares-6.16%2025-09-302025-10-24 CGGR CAPITAL GROUP GROWTH ETF15.2K shares11.65%2025-09-302025-10-24 VZ VERIZON COMMUNICATIONS15.2K shares19.83%2025-09-302025-10-24 ABT ABBOTT LABS COM5.0K shares1.95%2025-09-302025-10-24 CSCO CISCO SYS INC9.3K shares1.82%2025-09-302025-10-24 CGDG CAPITAL GROUP DIVIDEND GROWERS ETF18.2K shares75.83%2025-09-302025-10-24 MA MASTERCARD INC1.1K shares13.81%2025-09-302025-10-24 MMC MARSH & MCLENNAN COS INC COM3.1K shares1.41%2025-09-302025-10-24 FBTC FIDELITY WISE ORIGIN BITCOIN FUND6.1K shares14.41%2025-09-302025-10-24 JHMM JOHN HANCOCK MULTIFACTOR MID CAP9.4K shares24.55%2025-09-302025-10-24 IVW ISHARES S&P 500 GROWTH ETF5.0K shares-0.14%2025-09-302025-10-24 BLES INSPIRE GLOBAL HOPE ETF14.1K shares0.43%2025-09-302025-10-24 XLK TECHNOLOGY SELECT SECTOR SPDR2.1K shares0.05%2025-09-302025-10-24 SIVR ETFS SILVER TR SILVER SHS ETF13.4K shares0.00%2025-09-302025-10-24 COIN COINBASE GLOBAL INC COM CL A1.7K sharesnew addition2025-09-302025-10-24 VEA VANGUARD FTSE DEVELOPED MARKETS ETF9.8K shares0.35%2025-09-302025-10-24 IBIT ISHARES BITCOIN TRUST ETF9.1K shares132.55%2025-09-302025-10-24 SCHM SCHWAB US MID-CAP ETF19.8K shares0.39%2025-09-302025-10-24 SHY ISHARES 1-3 YR TREASURY BOND ETF7.0K shares-62.07%2025-09-302025-10-24 HMOP HARTFORD MUNICIPAL OPPORTUNITIES14.7K shares35.89%2025-09-302025-10-24 APP APPLOVIN CORP COM CL A794 shares-10.69%2025-09-302025-10-24 SCHW CHARLES SCHWAB CORP6.0K sharesnew addition2025-09-302025-10-24 RTX RTX CORPORATION COM3.4K shares6.78%2025-09-302025-10-24 GLD SPDR GOLD ETF1.6K shares8.13%2025-09-302025-10-24 HDV ISHARES TR HIGH DIVID EQUITY FD4.6K shares18.91%2025-09-302025-10-24 CDL VCTRYSRS US LRG CP HGH DIV VLTL WTD8.1K shares16.63%2025-09-302025-10-24 APH AMPHENOL CORP NEW CL A4.4K sharesnew addition2025-09-302025-10-24 AMD ADVANCED MICRO DEVICES INC COM3.2K shares23.17%2025-09-302025-10-24 TPSC TIMOTHY PLAN US SMALL CAP CORE ETF12.5K shares-23.82%2025-09-302025-10-24 IJS ISHARES S&P SMALLCAP 600 VALUE ETF4.6K shares-17.69%2025-09-302025-10-24 C CITIGROUP INC5.0K shares21.39%2025-09-302025-10-24 QCOM QUALCOMM INC COM3.0K shares2.40%2025-09-302025-10-24 WBD DISCOVERY HLDG CO25.0K sharesnew addition2025-09-302025-10-24 CGXU CAPITAL GROUP INTL FOCUS EQUITY ETF16.2K shares69.15%2025-09-302025-10-24 V VISA INC1.4K shares39.03%2025-09-302025-10-24 DJAN FT VEST US EQTY DEEP BUFFER JAN11.3K shares15.06%2025-09-302025-10-24 VLO VALERO ENERGY CORP2.8K shares-10.68%2025-09-302025-10-24 MRK MERCK & CO INC5.6K shares-9.93%2025-09-302025-10-24 BAC BANK AMERICA CORP COM9.1K shares4.48%2025-09-302025-10-24 CGCP CAPITAL GROUP CORE PLUS INCOME ETF20.6K shares18.22%2025-09-302025-10-24 COST COSTCO WHOLESALE CORP486 shares-7.95%2025-09-302025-10-24 PG PROCTER AND GAMBLE CO COM2.9K shares7.19%2025-09-302025-10-24 FITB FIFTH THIRD BANCORP9.7K shares0.68%2025-09-302025-10-24 WFC WELLS FARGO CO NEW COM5.2K shares32.54%2025-09-302025-10-24 GM GENERAL MOTORS CORP7.1K shares-3.02%2025-09-302025-10-24 LEMB ISHARES ETF CURRENCY BOND FUND10.4K shares-27.61%2025-09-302025-10-24 XLV HEALTH CARE SELECT SECTOR SPDR3.1K shares0.46%2025-09-302025-10-24 GILD GILEAD SCIENCES INC3.8K shares1.39%2025-09-302025-10-24 DES WISDOMTREE SMALLCAP DIVIDEND12.4K shares-37.51%2025-09-302025-10-24 VGSH VANGUARD SHORT TERM GOVT BD IDX FD7.0K shares1.03%2025-09-302025-10-24 IBKR INTERACTIVE BROKERS GROUP INC5.9K sharesnew addition2025-09-302025-10-24 AXP AMERICAN EXPRESS CO COM1.2K shares-0.50%2025-09-302025-10-24 TCAF T. ROWE PRICE CAPITAL APPRCTN EQUTY10.4K sharesnew addition2025-09-302025-10-24 KTOS KRATOS DEFENSE & SEC SOLUTIONS COM4.2K shares-42.34%2025-09-302025-10-24 NVS NOVARTIS AG ADR2.9K shares0.00%2025-09-302025-10-24 ROK ROCKWELL AUTOMATION INC COM1.1K shares0.37%2025-09-302025-10-24 DIS DISNEY WALT CO COM3.3K shares-3.90%2025-09-302025-10-24 HON HONEYWELL INTL INC1.8K shares1.03%2025-09-302025-10-24 NEM NEWMONT CORP COM4.4K sharesnew addition2025-09-302025-10-24 KKR KKR & CO LP2.8K shares-3.49%2025-09-302025-10-24 SGOL ABRDN PHYSICAL GOLD SHARES ETF9.7K shares-7.13%2025-09-302025-10-24 AVLV AVANTIS U.S. LARGE CAP VALUE ETF4.9K sharesnew addition2025-09-302025-10-24 CB CHUBB LIMITED COM1.3K shares-7.19%2025-09-302025-10-24 VO VANGUARD MID CAP1.2K shares4.91%2025-09-302025-10-24 QLTY GMO U.S. QUALITY ETF SHS9.5K sharesnew addition2025-09-302025-10-24 MPC MARATHON PETE CORP1.7K shares0.41%2025-09-302025-10-24 PEP PEPSICO INC COM2.4K shares-24.04%2025-09-302025-10-24 EZM WISDOMTREE MIDCAP EARNINGS ETF5.0K shares8.40%2025-09-302025-10-24 MRCY MERCURY SYS INC COM4.1K sharesnew addition2025-09-302025-10-24 LLY ELI LILLY & CO COM414 shares8.66%2025-09-302025-10-24 CMCSA COMCAST CORP NEW CL A10.0K shares8.29%2025-09-302025-10-24 AVEM AVANTIS EMERGING MARKETS EQUITY ETF4.2K shares0.82%2025-09-302025-10-24 STX SEAGATE TECHNOLOGY1.3K shares-6.93%2025-09-302025-10-24 PFE PFIZER INC COM12.1K shares17.79%2025-09-302025-10-24 FMAT FIDELITY MSCI MATLS INDEX ETF5.9K shares17.21%2025-09-302025-10-24 HWM HOWMET AEROSPACE INC COM1.6K shares-0.58%2025-09-302025-10-24 MO ALTRIA GROUP INC COM4.6K shares-8.61%2025-09-302025-10-24 RBLX ROBLOX CORP CL A2.2K sharesnew addition2025-09-302025-10-24 PIPR PIPER SANDLER COMPANIES COM873 sharesnew addition2025-09-302025-10-24 TKO TKO GROUP HOLDINGS INC CL A1.5K sharesnew addition2025-09-302025-10-24 NUV NUVEEN MUN VALUE FD33.6K shares1.13%2025-09-302025-10-24 TTWO TAKE-TWO INTERACTIVE SOFTWARE COM1.2K shares-20.11%2025-09-302025-10-24 MAS MASCO CORP COM4.3K shares0.00%2025-09-302025-10-24 RKLB ROCKET LAB CORP COM6.2K sharesnew addition2025-09-302025-10-24 SNEX STONEX GROUP INC COM2.9K sharesnew addition2025-09-302025-10-24 GEV GE VERNOVA INC COM466 shares5.67%2025-09-302025-10-24 AXON AXON ENTERPRISE INC COM396 shares3.66%2025-09-302025-10-24 PJT PJT PARTNERS INC COM CL A1.6K shares-11.14%2025-09-302025-10-24 DLN WISDOMTREE LARGE CAP DIVIDEND3.3K shares-0.40%2025-09-302025-10-24 MCD MCDONALDS CORP COM928 shares0.76%2025-09-302025-10-24 KO COCA COLA CO COM4.2K shares4.83%2025-09-302025-10-24 CVS CVS HEALTH CORP COM3.7K shares-9.71%2025-09-302025-10-24 LYV LIVE NATION ENTERTAINMENT INC COM1.7K sharesnew addition2025-09-302025-10-24 AZO AUTOZONE INC COM64 shares0.00%2025-09-302025-10-24 SCHD SCHWAB US DIVIDEND EQUITY ETF10.0K sharesnew addition2025-09-302025-10-24 UNP UNION PAC CORP COM1.1K sharesnew addition2025-09-302025-10-24 DVY ISHARES DJ SELECT DIVIDEND1.9K shares-0.53%2025-09-302025-10-24 TJX TJX COS INC NEW COM1.8K shares0.33%2025-09-302025-10-24 SPG SIMON PPTY GROUP INC NEW COM1.4K shares-5.78%2025-09-302025-10-24 VOE VANGRD IDX FDS MDCAP VAL IDX VPR SH1.5K shares21.15%2025-09-302025-10-24 VONV VANGUARD RUSSELL 1000 VALUE ETF2.8K shares0.00%2025-09-302025-10-24 GLW CORNING INC COM3.0K sharesnew addition2025-09-302025-10-24 EMR EMERSON ELEC CO COM1.8K shares0.38%2025-09-302025-10-24 RIVN RIVIAN AUTOMOTIVE INC COM CL A15.8K shares15.73%2025-09-302025-10-24 FUTY FIDELITY MSCI UTILS INDEX ETF4.1K shares-53.91%2025-09-302025-10-24 EBND SPDR BLMBRG EMRGNG MRKTS LCL BD ETF10.8K sharesnew addition2025-09-302025-10-24 PM PHILIP MORRIS INTL INC1.4K shares12.60%2025-09-302025-10-24 FULT FULTON FINANCIAL CORP-PA12.0K shares0.00%2025-09-302025-10-24 TMUS T-MOBILE US INC COM925 shares-23.93%2025-09-302025-10-24 IWS ISHARES RUSSELL MIDCAP VALUE INDEX1.6K shares0.13%2025-09-302025-10-24 MDT MEDTRONIC PLC SHS2.3K shares-61.26%2025-09-302025-10-24 CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY6.4K sharesnew addition2025-09-302025-10-24 FDX FEDEX CORP919 shares-33.55%2025-09-302025-10-24 MET METLIFE INC COM2.6K shares-13.94%2025-09-302025-10-24 INTC INTEL CORP COM6.4K sharesnew addition2025-09-302025-10-24 TRV TRAVELERS COMPANIES INC COM755 sharesnew addition2025-09-302025-10-24 TSN TYSON FOODS INC CL A3.9K sharesnew addition2025-09-302025-10-24 NEE NEXTERA ENERGY INC COM2.8K shares-13.81%2025-09-302025-10-24 SYK STRYKER CORP565 shares1.25%2025-09-302025-10-24 DHR DANAHER CORP1.0K shares1.67%2025-09-302025-10-24 BA BOEING CO COM932 sharesnew addition2025-09-302025-10-24 AMGN AMGEN INC713 sharesnew addition2025-09-302025-10-24 MU MICRON TECHNOLOGY1.2K sharesnew addition2025-09-302025-10-24 UONEK URBAN ONE INC CL D NON VTG13.1K shares0.00%2025-09-302025-10-24 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available