The Analysis of Walkner Condon Financial Advisors LLC's Holdings
Currently, Walkner Condon Financial Advisors LLC holds 299 types of securities in its portfolio with a total value $631.1M. In the most recent quarter, they have increased their positions in SPDW (+121.2K shares, valued at $5.2M), BWX (+194.0K shares, valued at $4.5M), LGOV (+139.3K shares, valued at $3.0M); decreased their positions in JPIB (-45.4K shares, valued at $2.2M), SPY (-1.1K shares, valued at $722.8K), JEPI (-7.9K shares, valued at $451.7K); initiated new positions in GSLC (+12.1K shares, valued at $1.6M), MFDX (+29.2K shares, valued at $1.1M), AGG (+9.9K shares, valued at $993.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPDW SPDR INDEX SHS FDS854.4K shares16.53%2025-09-302025-10-29
SPYM SPDR SERIES TRUST409.5K shares10.16%2025-09-302025-10-29 IVV ISHARES TR35.1K shares11.02%2025-09-302025-10-29 JCPB J P MORGAN EXCHANGE TRADED F438.7K shares10.52%2025-09-302025-10-29 LMBS FIRST TR EXCHANGE-TRADED FD340.4K shares10.68%2025-09-302025-10-29 VOO VANGUARD INDEX FDS26.2K shares0.23%2025-09-302025-10-29 AAPL APPLE INC60.6K shares2.02%2025-09-302025-10-29 IJH ISHARES TR229.7K shares-0.09%2025-09-302025-10-29 LGOV FIRST TR EXCHANGE-TRADED FD677.4K shares25.90%2025-09-302025-10-29 VGK VANGUARD INTL EQUITY INDEX F179.9K shares1.83%2025-09-302025-10-29 UCON FIRST TR EXCHNG TRADED FD VI536.8K shares14.91%2025-09-302025-10-29 FTCS FIRST TR EXCHANGE-TRADED FD134.3K shares19.61%2025-09-302025-10-29 AVEM AMERICAN CENTY ETF TR148.0K shares28.59%2025-09-302025-10-29 RDVY FIRST TR EXCHANGE TRADED FD161.4K shares11.63%2025-09-302025-10-29 SCHR SCHWAB STRATEGIC TR428.0K shares0.61%2025-09-302025-10-29 MSFT MICROSOFT CORP19.6K shares2.49%2025-09-302025-10-29 BWX SPDR SERIES TRUST399.3K shares94.49%2025-09-302025-10-29 SCHX SCHWAB STRATEGIC TR330.1K shares-1.85%2025-09-302025-10-29 GLDM WORLD GOLD TR112.6K shares16.57%2025-09-302025-10-29 VPL VANGUARD INTL EQUITY INDEX F92.3K shares1.44%2025-09-302025-10-29 VEA VANGUARD TAX-MANAGED FDS131.8K shares6.51%2025-09-302025-10-29 VO VANGUARD INDEX FDS24.4K shares4.90%2025-09-302025-10-29 VYMI VANGUARD WHITEHALL FDS78.6K shares4.73%2025-09-302025-10-29 VWO VANGUARD INTL EQUITY INDEX F115.1K shares1.26%2025-09-302025-10-29 SPY SPDR S&P 500 ETF TR9.2K shares-10.54%2025-09-302025-10-29 BWZ SPDR SERIES TRUST219.1K shares22.28%2025-09-302025-10-29 EWJ ISHARES INC74.0K shares32.27%2025-09-302025-10-29 VB VANGUARD INDEX FDS22.3K shares-2.63%2025-09-302025-10-29 IJR ISHARES TR44.6K shares19.15%2025-09-302025-10-29 NVDA NVIDIA CORPORATION27.4K shares-1.30%2025-09-302025-10-29 GOOGL ALPHABET INC20.2K shares6.18%2025-09-302025-10-29 CWI SPDR INDEX SHS FDS136.6K shares0.00%2025-09-302025-10-29 ITOT ISHARES TR30.8K shares115.15%2025-09-302025-10-29 VGLT VANGUARD SCOTTSDALE FDS78.8K shares-3.27%2025-09-302025-10-29 USB US BANCORP DEL87.2K shares0.06%2025-09-302025-10-29 PYLD PIMCO ETF TR151.3K shares15.05%2025-09-302025-10-29 JEPI J P MORGAN EXCHANGE TRADED F68.7K shares-10.33%2025-09-302025-10-29 COST COSTCO WHSL CORP NEW4.2K shares27.49%2025-09-302025-10-29 USXF ISHARES TR66.3K shares-1.74%2025-09-302025-10-29 IWM ISHARES TR15.4K shares1.41%2025-09-302025-10-29 VTI VANGUARD INDEX FDS11.2K shares0.01%2025-09-302025-10-29 JPST J P MORGAN EXCHANGE TRADED F72.0K shares13.03%2025-09-302025-10-29 VSS VANGUARD INTL EQUITY INDEX F24.7K shares2.17%2025-09-302025-10-29 DMXF ISHARES TR43.9K shares0.59%2025-09-302025-10-29 VIGI VANGUARD WHITEHALL FDS36.4K shares-1.08%2025-09-302025-10-29 GLD SPDR GOLD TR8.8K shares-1.99%2025-09-302025-10-29 GLTR ABRDN PRECIOUS METALS BASKET18.6K shares1.93%2025-09-302025-10-29 AMZN AMAZON COM INC13.8K shares7.51%2025-09-302025-10-29 GUNR FLEXSHARES TR68.1K shares-0.59%2025-09-302025-10-29 IAU ISHARES GOLD TR38.8K shares-0.38%2025-09-302025-10-29 SPMD SPDR SERIES TRUST49.3K shares3.92%2025-09-302025-10-29 BND VANGUARD BD INDEX FDS37.6K shares-5.15%2025-09-302025-10-29 SPEM SPDR INDEX SHS FDS59.6K shares-4.10%2025-09-302025-10-29 FTGC FIRST TR EXCHANGE TRAD FD VI105.6K shares25.17%2025-09-302025-10-29 ANET ARISTA NETWORKS INC18.5K shares0.38%2025-09-302025-10-29 USRT ISHARES TR45.7K shares31.08%2025-09-302025-10-29 FEZ SPDR INDEX SHS FDS42.7K shares9.78%2025-09-302025-10-29 VIG VANGUARD SPECIALIZED FUNDS12.0K shares9.87%2025-09-302025-10-29 VCSH VANGUARD SCOTTSDALE FDS32.1K shares0.03%2025-09-302025-10-29 VNQI VANGUARD INTL EQUITY INDEX F52.8K shares0.32%2025-09-302025-10-29 VFMF VANGUARD WELLINGTON FD17.2K shares0.78%2025-09-302025-10-29 JIVE J P MORGAN EXCHANGE TRADED F32.4K shares129.06%2025-09-302025-10-29 SPSM SPDR SERIES TRUST52.2K shares-0.62%2025-09-302025-10-29 SCHE SCHWAB STRATEGIC TR71.0K shares4.57%2025-09-302025-10-29 SUB ISHARES TR21.5K shares-0.78%2025-09-302025-10-29 META META PLATFORMS INC3.1K shares16.17%2025-09-302025-10-29 VYM VANGUARD WHITEHALL FDS14.4K shares20.70%2025-09-302025-10-29 VUG VANGUARD INDEX FDS4.1K shares3.97%2025-09-302025-10-29 VBR VANGUARD INDEX FDS9.3K shares-2.75%2025-09-302025-10-29 XOM EXXON MOBIL CORP16.6K shares34.05%2025-09-302025-10-29 SUSL ISHARES TR15.8K shares-17.67%2025-09-302025-10-29 IEUR ISHARES TR26.7K shares6.74%2025-09-302025-10-29 SCHO SCHWAB STRATEGIC TR74.2K shares-9.80%2025-09-302025-10-29 TSLA TESLA INC4.0K shares23.32%2025-09-302025-10-29 SCHC SCHWAB STRATEGIC TR38.6K shares0.30%2025-09-302025-10-29 AVGO BROADCOM INC5.1K shares29.34%2025-09-302025-10-29 SLVP ISHARES INC60.8K shares1.19%2025-09-302025-10-29 JMST J P MORGAN EXCHANGE TRADED F32.3K shares93.95%2025-09-302025-10-29 OUNZ VANECK MERK GOLD ETF44.3K shares1.45%2025-09-302025-10-29 IWF ISHARES TR3.4K shares-1.75%2025-09-302025-10-29 GSLC GOLDMAN SACHS ETF TR12.1K sharesnew addition2025-09-302025-10-29 EMNT PIMCO ETF TR15.4K shares11.75%2025-09-302025-10-29 TCAF T ROWE PRICE ETF INC40.4K shares0.37%2025-09-302025-10-29 VGIT VANGUARD SCOTTSDALE FDS25.3K shares-16.02%2025-09-302025-10-29 JPM JPMORGAN CHASE & CO.4.8K shares11.80%2025-09-302025-10-29 BRK.B BERKSHIRE HATHAWAY INC DEL2.8K shares22.19%2025-09-302025-10-29 IEMG ISHARES INC21.4K shares114.86%2025-09-302025-10-29 BUFD FIRST TR EXCHNG TRADED FD VI50.7K shares-4.58%2025-09-302025-10-29 JMUB J P MORGAN EXCHANGE TRADED F27.7K shares8.55%2025-09-302025-10-29 QQQ INVESCO QQQ TR2.3K shares-11.58%2025-09-302025-10-29 BIL SPDR SERIES TRUST14.8K shares10.66%2025-09-302025-10-29 VTV VANGUARD INDEX FDS7.0K shares7.23%2025-09-302025-10-29 FEMB FIRST TR EXCH TRADED FD III44.7K shares3.01%2025-09-302025-10-29 IEFA ISHARES TR14.5K shares194.64%2025-09-302025-10-29 SDVY FIRST TR EXCHANGE-TRADED FD33.1K shares10.70%2025-09-302025-10-29 PICB INVESCO EXCH TRADED FD TR II51.4K shares1.90%2025-09-302025-10-29 HDV ISHARES TR9.9K shares-6.34%2025-09-302025-10-29 SCZ ISHARES TR15.6K shares1.92%2025-09-302025-10-29 CGDV CAPITAL GROUP DIVIDEND VALUE28.4K shares129.56%2025-09-302025-10-29 VNQ VANGUARD INDEX FDS12.9K shares-10.75%2025-09-302025-10-29 BINC BLACKROCK ETF TRUST II20.7K shares7.95%2025-09-302025-10-29 EMXF ISHARES TR24.1K shares-26.47%2025-09-302025-10-29 MFDX PIMCO EQUITY SER29.2K sharesnew addition2025-09-302025-10-29 SCHD SCHWAB STRATEGIC TR39.4K shares10.02%2025-09-302025-10-29 GOOG ALPHABET INC4.3K shares-5.85%2025-09-302025-10-29 SPAB SPDR SERIES TRUST40.1K shares9.51%2025-09-302025-10-29 NUSC NUSHARES ETF TR23.5K shares15.71%2025-09-302025-10-29 LLY ELI LILLY & CO1.3K shares49.89%2025-09-302025-10-29 NFLX NETFLIX INC835 shares2.71%2025-09-302025-10-29 AGG ISHARES TR9.9K sharesnew addition2025-09-302025-10-29 URA GLOBAL X FDS20.6K shares0.19%2025-09-302025-10-29 BITB BITWISE BITCOIN ETF TR15.5K shares0.00%2025-09-302025-10-29 VV VANGUARD INDEX FDS3.0K shares2.28%2025-09-302025-10-29 IWD ISHARES TR4.6K shares1.31%2025-09-302025-10-29 ESGU ISHARES TR6.1K shares0.22%2025-09-302025-10-29 GWX SPDR INDEX SHS FDS21.7K shares-4.64%2025-09-302025-10-29 PLTR PALANTIR TECHNOLOGIES INC4.7K shares19.70%2025-09-302025-10-29 VCEB VANGUARD WORLD FD13.0K shares29.62%2025-09-302025-10-29 IBIT ISHARES BITCOIN TRUST ETF12.8K shares-6.36%2025-09-302025-10-29 HD HOME DEPOT INC2.0K shares22.68%2025-09-302025-10-29 DGRO ISHARES TR11.9K shares-0.15%2025-09-302025-10-29 BGRN ISHARES TR16.8K shares-18.22%2025-09-302025-10-29 ETHO AMPLIFY ETF TR12.6K shares4.94%2025-09-302025-10-29 QCLN FIRST TR EXCHANGE-TRADED FD18.6K shares-9.61%2025-09-302025-10-29 NULG NUSHARES ETF TR7.8K shares-1.99%2025-09-302025-10-29 ESGD ISHARES TR8.3K shares1.28%2025-09-302025-10-29 PDBC INVESCO ACTVELY MNGD ETC FD57.1K shares0.87%2025-09-302025-10-29 LEMB ISHARES INC18.3K shares3.40%2025-09-302025-10-29 MFEM PIMCO EQUITY SER33.3K sharesnew addition2025-09-302025-10-29 FIXD FIRST TR EXCHNG TRADED FD VI16.7K shares-9.43%2025-09-302025-10-29 HOOD ROBINHOOD MKTS INC5.2K shares14.40%2025-09-302025-10-29 SUSA ISHARES TR5.4K shares0.02%2025-09-302025-10-29 IBM INTERNATIONAL BUSINESS MACHS2.6K shares4.20%2025-09-302025-10-29 IVOO VANGUARD ADMIRAL FDS INC6.6K shares-0.29%2025-09-302025-10-29 ABBV ABBVIE INC3.1K shares21.99%2025-09-302025-10-29 V VISA INC2.1K shares16.87%2025-09-302025-10-29 JNJ JOHNSON & JOHNSON3.8K shares16.04%2025-09-302025-10-29 SPYD SPDR SERIES TRUST16.1K shares0.00%2025-09-302025-10-29 TOUS T ROWE PRICE ETF INC20.7K sharesnew addition2025-09-302025-10-29 SCHH SCHWAB STRATEGIC TR32.1K shares-2.13%2025-09-302025-10-29 VXUS VANGUARD STAR FDS9.3K shares13.59%2025-09-302025-10-29 FNDF SCHWAB STRATEGIC TR15.6K shares-10.59%2025-09-302025-10-29 TSM TAIWAN SEMICONDUCTOR MFG LTD2.4K shares7.07%2025-09-302025-10-29 PG PROCTER AND GAMBLE CO4.3K shares-2.73%2025-09-302025-10-29 ICLN ISHARES TR42.8K shares-5.62%2025-09-302025-10-29 BCI ABRDN ETFS30.5K shares-0.65%2025-09-302025-10-29 NULV NUSHARES ETF TR14.4K shares-1.00%2025-09-302025-10-29 FEX FIRST TR EXCHANGE-TRADED ALP5.3K shares-0.21%2025-09-302025-10-29 SCHB SCHWAB STRATEGIC TR23.8K shares0.00%2025-09-302025-10-29 WMT WALMART INC5.9K shares4.86%2025-09-302025-10-29 ESML ISHARES TR13.0K shares-0.02%2025-09-302025-10-29 SPTL SPDR SERIES TRUST21.7K shares2.54%2025-09-302025-10-29 CGGO CAPITAL GROUP GBL GROWTH EQT17.1K shares-9.64%2025-09-302025-10-29 DIA SPDR DOW JONES INDL AVERAGE1.3K shares0.32%2025-09-302025-10-29 JPIB J P MORGAN EXCHANGE TRADED F11.7K shares-79.48%2025-09-302025-10-29 MA MASTERCARD INCORPORATED1.0K shares4.38%2025-09-302025-10-29 GRID FIRST TR EXCHANGE TRADED FD3.8K shares-6.50%2025-09-302025-10-29 DFEB FIRST TR EXCHNG TRADED FD VI12.0K shares-11.35%2025-09-302025-10-29 MCD MCDONALDS CORP1.8K shares1.55%2025-09-302025-10-29 FNDE SCHWAB STRATEGIC TR15.0K shares68.42%2025-09-302025-10-29 VIOO VANGUARD ADMIRAL FDS INC4.9K shares0.00%2025-09-302025-10-29 DSI ISHARES TR4.3K shares-3.13%2025-09-302025-10-29 HYLS FIRST TR EXCHANGE-TRADED FD12.6K shares0.27%2025-09-302025-10-29 MFUS PIMCO EQUITY SER9.3K sharesnew addition2025-09-302025-10-29 VEU VANGUARD INTL EQUITY INDEX F7.3K shares25.48%2025-09-302025-10-29 VONG VANGUARD SCOTTSDALE FDS4.3K sharesnew addition2025-09-302025-10-29 ASTS AST SPACEMOBILE INC10.4K shares3.66%2025-09-302025-10-29 NUDM NUSHARES ETF TR13.6K shares-1.32%2025-09-302025-10-29 CRM SALESFORCE INC2.1K shares-6.75%2025-09-302025-10-29 EXAS EXACT SCIENCES CORP9.6K shares0.60%2025-09-302025-10-29 RAFE PIMCO EQUITY SER12.2K sharesnew addition2025-09-302025-10-29 VCIT VANGUARD SCOTTSDALE FDS5.9K shares0.00%2025-09-302025-10-29 CSCO CISCO SYS INC7.1K shares2.96%2025-09-302025-10-29 IXC ISHARES TR11.6K shares-1.35%2025-09-302025-10-29 VTEB VANGUARD MUN BD FDS9.6K shares6.37%2025-09-302025-10-29 SCHP SCHWAB STRATEGIC TR17.8K shares-6.37%2025-09-302025-10-29 QEFA SPDR INDEX SHS FDS5.4K shares-3.12%2025-09-302025-10-29 IEI ISHARES TR4.0K shares1.01%2025-09-302025-10-29 FTC FIRST TR EXCHANGE-TRADED ALP3.0K shares0.00%2025-09-302025-10-29 HLAL LISTED FDS TR8.0K shares-0.26%2025-09-302025-10-29 NUBD NUSHARES ETF TR20.9K shares-0.72%2025-09-302025-10-29 RFDI FIRST TR EXCH TRADED FD III6.1K shares0.48%2025-09-302025-10-29 SGOV ISHARES TR4.6K shares-21.36%2025-09-302025-10-29 AXP AMERICAN EXPRESS CO1.4K shares2.15%2025-09-302025-10-29 GS GOLDMAN SACHS GROUP INC563 shares1.08%2025-09-302025-10-29 ORCL ORACLE CORP1.6K shares-20.47%2025-09-302025-10-29 VT VANGUARD INTL EQUITY INDEX F3.2K shares-0.06%2025-09-302025-10-29 TGRW T ROWE PRICE ETF INC9.6K shares0.00%2025-09-302025-10-29 GILD GILEAD SCIENCES INC3.9K shares9.90%2025-09-302025-10-29 AVSE AMERICAN CENTY ETF TR6.8K sharesnew addition2025-09-302025-10-29 BAC BANK AMERICA CORP8.4K shares0.56%2025-09-302025-10-29 JIRE J P MORGAN EXCHANGE TRADED F5.9K shares-11.01%2025-09-302025-10-29 VZ VERIZON COMMUNICATIONS INC9.8K shares20.41%2025-09-302025-10-29 EUSB ISHARES TR9.8K shares-3.09%2025-09-302025-10-29 DFAR DIMENSIONAL ETF TRUST17.5K shares-20.66%2025-09-302025-10-29 CGXU CAPITAL GROUP INTL FOCUS EQT13.5K shares-6.24%2025-09-302025-10-29 MSTR STRATEGY INC1.2K shares43.12%2025-09-302025-10-29 CGBL CAPITAL GROUP CORE BALANCED11.4K sharesnew addition2025-09-302025-10-29 CAT CATERPILLAR INC831 shares1.96%2025-09-302025-10-29 SO SOUTHERN CO4.1K shares0.17%2025-09-302025-10-29 MO ALTRIA GROUP INC5.8K shares17.83%2025-09-302025-10-29 XME SPDR SERIES TRUST4.1K shares14.23%2025-09-302025-10-29 VXF VANGUARD INDEX FDS1.8K shares11.24%2025-09-302025-10-29 CVX CHEVRON CORP NEW2.4K shares30.81%2025-09-302025-10-29 FIW FIRST TR EXCHANGE-TRADED FD3.4K shares-20.98%2025-09-302025-10-29 JMHI J P MORGAN EXCHANGE TRADED F7.4K shares24.97%2025-09-302025-10-29 EWU ISHARES TR8.9K shares0.86%2025-09-302025-10-29 BLK BLACKROCK INC319 shares35.74%2025-09-302025-10-29 BNDX VANGUARD CHARLOTTE FDS7.4K shares-1.40%2025-09-302025-10-29 UNH UNITEDHEALTH GROUP INC1.1K shares28.22%2025-09-302025-10-29 KO COCA COLA CO5.5K shares-1.95%2025-09-302025-10-29 CBRE CBRE GROUP INC2.3K sharesnew addition2025-09-302025-10-29 SPYI NEOS ETF TRUST6.9K shares0.00%2025-09-302025-10-29 MRK MERCK & CO INC4.3K shares31.23%2025-09-302025-10-29 VFQY VANGUARD WELLINGTON FD2.4K shares0.00%2025-09-302025-10-29 PH PARKER-HANNIFIN CORP469 sharesnew addition2025-09-302025-10-29 HYXF ISHARES TR7.4K shares-27.26%2025-09-302025-10-29 PPTY ETF SER SOLUTIONS11.3K shares0.00%2025-09-302025-10-29 IPAC ISHARES TR4.8K shares0.00%2025-09-302025-10-29 DIS DISNEY WALT CO3.1K shares0.29%2025-09-302025-10-29 VGT VANGUARD WORLD FD463 shares7.93%2025-09-302025-10-29 FNDX SCHWAB STRATEGIC TR13.0K shares-10.99%2025-09-302025-10-29 T AT&T INC12.1K shares19.08%2025-09-302025-10-29 WEC WEC ENERGY GROUP INC2.9K shares0.99%2025-09-302025-10-29 WFC WELLS FARGO CO NEW4.0K shares0.50%2025-09-302025-10-29 XLK SELECT SECTOR SPDR TR1.2K shares-2.08%2025-09-302025-10-29 VMBS VANGUARD SCOTTSDALE FDS7.0K shares26.78%2025-09-302025-10-29 EEM ISHARES TR5.8K shares0.00%2025-09-302025-10-29 DIAL COLUMBIA ETF TR I16.8K shares5.73%2025-09-302025-10-29 SCHA SCHWAB STRATEGIC TR11.0K shares1.37%2025-09-302025-10-29 FTEC FIDELITY COVINGTON TRUST1.4K shares0.74%2025-09-302025-10-29 LRCX LAM RESEARCH CORP2.2K shares-2.06%2025-09-302025-10-29 JEPQ J P MORGAN EXCHANGE TRADED F5.2K shares-8.41%2025-09-302025-10-29 DGRW WISDOMTREE TR3.3K shares0.00%2025-09-302025-10-29 DIV GLOBAL X FDS16.7K shares0.20%2025-09-302025-10-29 QCOM QUALCOMM INC1.8K shares2.32%2025-09-302025-10-29 EPS WISDOMTREE TR4.2K shares0.00%2025-09-302025-10-29 GE GE AEROSPACE968 shares11.91%2025-09-302025-10-29 PEP PEPSICO INC2.0K shares32.90%2025-09-302025-10-29 SCHG SCHWAB STRATEGIC TR9.0K shares0.00%2025-09-302025-10-29 COF CAPITAL ONE FINL CORP1.3K shares-11.95%2025-09-302025-10-29 EFG ISHARES TR2.4K shares0.00%2025-09-302025-10-29 FKU FIRST TR EXCH TRD ALPHDX FD5.6K shares19.14%2025-09-302025-10-29 MS MORGAN STANLEY1.7K shares5.76%2025-09-302025-10-29 SCHF SCHWAB STRATEGIC TR11.5K shares0.00%2025-09-302025-10-29 FTRI FIRST TR EXCHANGE TRADED FD17.1K shares-11.03%2025-09-302025-10-29 XOP SPDR SERIES TRUST2.0K shares0.00%2025-09-302025-10-29 RTX RTX CORPORATION1.6K sharesnew addition2025-09-302025-10-29 TIP ISHARES TR2.3K shares0.00%2025-09-302025-10-29 AMGN AMGEN INC906 shares-2.89%2025-09-302025-10-29 MUFG MITSUBISHI UFJ FINL GROUP IN16.0K shares8.17%2025-09-302025-10-29 JQUA J P MORGAN EXCHANGE TRADED F4.0K shares0.00%2025-09-302025-10-29 ACN ACCENTURE PLC IRELAND1.0K sharesnew addition2025-09-302025-10-29 ISRG INTUITIVE SURGICAL INC561 shares-2.09%2025-09-302025-10-29 TXN TEXAS INSTRS INC1.3K sharesnew addition2025-09-302025-10-29 VDE VANGUARD WORLD FD2.0K shares-5.41%2025-09-302025-10-29 ABT ABBOTT LABS1.8K shares9.49%2025-09-302025-10-29 BCAT BLACKROCK CAP ALLOCATION TER16.2K shares0.00%2025-09-302025-10-29 BX BLACKSTONE INC1.4K sharesnew addition2025-09-302025-10-29 RING ISHARES INC3.7K sharesnew addition2025-09-302025-10-29 PSCE INVESCO EXCH TRADED FD TR II5.6K sharesnew addition2025-09-302025-10-29 BSV VANGUARD BD INDEX FDS3.0K shares-33.43%2025-09-302025-10-29 TTE TOTALENERGIES SE3.9K sharesnew addition2025-09-302025-10-29 SDY SPDR SERIES TRUST1.7K shares0.00%2025-09-302025-10-29 USFR WISDOMTREE TR4.7K shares-47.24%2025-09-302025-10-29 SPGI S&P GLOBAL INC476 shares2.59%2025-09-302025-10-29 TLT ISHARES TR2.6K shares-2.35%2025-09-302025-10-29 PFE PFIZER INC9.0K shares1.38%2025-09-302025-10-29 LOW LOWES COS INC906 sharesnew addition2025-09-302025-10-29 LIN LINDE PLC479 shares7.88%2025-09-302025-10-29 KLAC KLA CORP209 shares-18.99%2025-09-302025-10-29 AMD ADVANCED MICRO DEVICES INC1.4K shares-35.39%2025-09-302025-10-29 NEE NEXTERA ENERGY INC3.0K sharesnew addition2025-09-302025-10-29 PHO INVESCO EXCHANGE TRADED FD T3.1K sharesnew addition2025-09-302025-10-29 NUEM NUSHARES ETF TR6.2K shares-1.77%2025-09-302025-10-29 APP APPLOVIN CORP307 sharesnew addition2025-09-302025-10-29 FCX FREEPORT-MCMORAN INC5.6K shares1.23%2025-09-302025-10-29 TJX TJX COS INC NEW1.5K sharesnew addition2025-09-302025-10-29 QUAL ISHARES TR1.1K shares-3.94%2025-09-302025-10-29 FDN FIRST TR EXCHANGE-TRADED FD779 shares0.00%2025-09-302025-10-29 VLUE ISHARES TR1.7K sharesnew addition2025-09-302025-10-29 CMDT PIMCO ETF TR7.8K sharesnew addition2025-09-302025-10-29 RWO SPDR INDEX SHS FDS4.7K sharesnew addition2025-09-302025-10-29 D DOMINION ENERGY INC3.5K sharesnew addition2025-09-302025-10-29 DFJ WISDOMTREE TR2.2K sharesnew addition2025-09-302025-10-29 QQQI NEOS ETF TRUST3.9K sharesnew addition2025-09-302025-10-29 ETN EATON CORP PLC557 sharesnew addition2025-09-302025-10-29 CMI CUMMINS INC492 sharesnew addition2025-09-302025-10-29 AFL AFLAC INC1.8K sharesnew addition2025-09-302025-10-29 UBER UBER TECHNOLOGIES INC2.1K sharesnew addition2025-09-302025-10-29 SCHM SCHWAB STRATEGIC TR6.8K shares-6.73%2025-09-302025-10-29 FYX FIRST TR EXCHANGE-TRADED ALP1.8K sharesnew addition2025-09-302025-10-29 CERY SPDR SERIES TRUST7.0K shares-5.40%2025-09-302025-10-29 BIT BLACKROCK MULTI SECTOR INC T14.2K shares0.00%2025-09-302025-10-29 XFLT XAI OCTAGN FLT RAT & ALT INM35.8K shares3.79%2025-09-302025-10-29 SMFG SUMITOMO MITSUI FINL GROUP I10.4K sharesnew addition2025-09-302025-10-29 MFG MIZUHO FINANCIAL GROUP INC22.5K shares5.20%2025-09-302025-10-29 CCIF CARLYLE CREDIT INCOME FUND11.6K shares5.60%2025-09-302025-10-29 WIT WIPRO LTD10.3K sharesnew addition2025-09-302025-10-29 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available