The Analysis of WCG Wealth Advisors LLC's Holdings


Currently, WCG Wealth Advisors LLC holds 331 types of securities in its portfolio with a total value $1.6B. In the most recent quarter, they have increased their positions in IWF (+68.9K shares, valued at $32.3M), V (+55.7K shares, valued at $19.0M), MA (+17.1K shares, valued at $9.7M); decreased their positions in JGRO (-288.4K shares, valued at $27.0M), SNPE (-306.5K shares, valued at $18.4M), NUSC (-141.6K shares, valued at $6.2M); initiated new positions in IWF (+68.9K shares, valued at $32.3M), SHOP (+22.5K shares, valued at $3.3M), MUB (+18.4K shares, valued at $2.0M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION317.5K shares12.25%2025-09-302025-11-13history
AAPL APPLE INC177.4K shares-5.56%2025-09-302025-11-13history
AVUS AMERICAN CENTY ETF TR411.9K shares0.88%2025-09-302025-11-13history
MSFT MICROSOFT CORP66.2K shares-2.70%2025-09-302025-11-13history
IVV ISHARES TR51.0K shares0.02%2025-09-302025-11-13history
IWF ISHARES TR68.9K sharesnew addition2025-09-302025-11-13history
JAVA J P MORGAN EXCHANGE TRADED F454.6K shares5.91%2025-09-302025-11-13history
V VISA INC89.1K shares166.95%2025-09-302025-11-13history
Sponsored
PYLD PIMCO ETF TR1.1M shares-8.88%2025-09-302025-11-13history
TOTL SSGA ACTIVE ETF TR647.2K shares1.62%2025-09-302025-11-13history
AVDE AMERICAN CENTY ETF TR324.4K shares1.74%2025-09-302025-11-13history
AMZN AMAZON COM INC114.9K shares5.74%2025-09-302025-11-13history
SPYM SPDR SER TR310.7K shares-11.00%2025-09-302025-11-13history
GOOGL ALPHABET INC94.8K shares-1.63%2025-09-302025-11-13history
BRK.B BERKSHIRE HATHAWAY INC DEL44.1K shares-3.74%2025-09-302025-11-13history
RODM LATTICE STRATEGIES TR608.4K shares-10.28%2025-09-302025-11-13history
Sponsored
META META PLATFORMS INC29.4K shares39.05%2025-09-302025-11-13history
HTRB HARTFORD FUNDS EXCHANGE TRADED TOTAL RTRN ETF597.6K shares-2.70%2025-09-302025-11-13history
IUSB ISHARES TR428.7K shares1.29%2025-09-302025-11-13history
CRTC DBX ETF TR542.2K shares0.75%2025-09-302025-11-13history
DUHP DIMENSIONAL ETF TRUST502.6K shares3.16%2025-09-302025-11-13history
AVUV AMERICAN CENTY ETF TR186.8K shares1.42%2025-09-302025-11-13history
MA MASTERCARD INCORPORATED31.2K shares121.55%2025-09-302025-11-13history
IEFA ISHARES TR188.8K shares9.65%2025-09-302025-11-13history
Sponsored
SPEM SPDR INDEX SHARES FUNDS PORTFOLIO EMG MK ETF348.6K shares-10.67%2025-09-302025-11-13history
TSLA TESLA INC36.5K shares106.79%2025-09-302025-11-13history
SNPE DBX ETF TR244.8K shares-55.59%2025-09-302025-11-13history
BIL SPDR SER TR157.3K shares19.78%2025-09-302025-11-13history
IVW ISHARES TR118.9K shares-0.00%2025-09-302025-11-13history
IEI ISHARES TR118.7K shares-6.59%2025-09-302025-11-13history
SPY SPDR S&P 500 ETF TR20.8K shares-3.79%2025-09-302025-11-13history
QQQ INVESCO QQQ TR22.1K shares-0.58%2025-09-302025-11-13history
Sponsored
MUNI PIMCO ETF TRUST INTER MUN BD ACT ETF253.2K shares-22.69%2025-09-302025-11-13history
XMHQ INVESCO EXCHANGE TRADED FD T123.9K shares14.54%2025-09-302025-11-13history
JPST JP MORGAN ETF TRUST ULTRA-SHORT INCOME ETF254.4K shares-12.17%2025-09-302025-11-13history
QUAL ISHARES TR66.2K shares-3.31%2025-09-302025-11-13history
PWRD TCW ETF TRUST122.9K shares-22.57%2025-09-302025-11-13history
SLYV SPDR SERIES TRUST S&P 600 SMCP VAL ETF131.9K shares-9.73%2025-09-302025-11-13history
SPHQ INVESCO EXCHANGE TRADED FD T157.0K shares-23.60%2025-09-302025-11-13history
HDEF DBX ETF TR380.8K shares-9.89%2025-09-302025-11-13history
Sponsored
SLYG SPDR SERIES TRUST S&P 600 SMCP GRW ETF118.2K shares-10.04%2025-09-302025-11-13history
AVLV AMERICAN CENTY ETF TR151.2K shares2.76%2025-09-302025-11-13history
DYNF BLACKROCK ETF TRUST179.2K shares0.70%2025-09-302025-11-13history
PRFZ INVESCO EXCHANGE TRADED FD T227.9K shares-10.48%2025-09-302025-11-13history
SMLF ISHARES TR138.3K shares11.60%2025-09-302025-11-13history
IDHQ INVESCO EXCH TRADED FD TR II299.6K shares-8.82%2025-09-302025-11-13history
JPM JPMORGAN CHASE30.8K shares-2.67%2025-09-302025-11-13history
WMT WALMART INC94.0K shares3.07%2025-09-302025-11-13history
Sponsored
HYMB SPDR SER TR387.5K shares-29.51%2025-09-302025-11-13history
XLK SELECT SECTOR SPDR TR33.7K shares-5.44%2025-09-302025-11-13history
IYW ISHARES TR47.8K shares0.39%2025-09-302025-11-13history
AVEM AMERICAN CENTY ETF TR115.9K shares2.88%2025-09-302025-11-13history
JGRO J P MORGAN EXCHANGE TRADED F90.0K shares-76.21%2025-09-302025-11-13history
DEM WISDOMTREE TR176.6K shares10.61%2025-09-302025-11-13history
SCHW SCHWAB CHARLES CORP84.1K shares-10.47%2025-09-302025-11-13history
IVE ISHARES TR38.9K shares1.54%2025-09-302025-11-13history
Sponsored
XLRE SELECT SECTOR SPDR TR188.2K shares-8.77%2025-09-302025-11-13history
XLI SELECT SECTOR SPDR TR51.1K shares-9.52%2025-09-302025-11-13history
ORCL ORACLE CORP28.0K shares-27.68%2025-09-302025-11-13history
VTI VANGUARD INDEX FDS23.9K shares-6.26%2025-09-302025-11-13history
XLF SELECT SECTOR SPDR TR139.2K shares-9.40%2025-09-302025-11-13history
EFV ISHARES TR106.2K shares0.67%2025-09-302025-11-13history
FDN FIRST TR EXCHANGE-TRADED FD25.6K shares-10.62%2025-09-302025-11-13history
MDYG SPDR SERIES TRUST S&P 400 MDCP GRW ETF77.2K shares-9.56%2025-09-302025-11-13history
Sponsored
MDYV SPDR SERIES TRUST S&P 400 MDCP VAL ETF83.8K shares-9.36%2025-09-302025-11-13history
XLU SELECT SECTOR SPDR TR79.7K shares-8.17%2025-09-302025-11-13history
JMST J P MORGAN EXCHANGE TRADED F136.1K shares-22.89%2025-09-302025-11-13history
AGG ISHARES TR68.9K shares18.82%2025-09-302025-11-13history
TSM TAIWAN SEMICONDUCTOR MFG LTD24.2K shares-25.36%2025-09-302025-11-13history
TCAF T ROWE PRICE ETF INC174.3K shares35.42%2025-09-302025-11-13history
XLV SELECT SECTOR SPDR TR47.0K shares-9.00%2025-09-302025-11-13history
USFR WISDOMTREE TR128.0K shares-2.85%2025-09-302025-11-13history
Sponsored
GOOG ALPHABET INC25.8K shares6.75%2025-09-302025-11-13history
FXO FIRST TR EXCHANGE TRADED FD105.0K shares-9.66%2025-09-302025-11-13history
SPYG SPDR SER TR59.6K shares14.34%2025-09-302025-11-13history
FXU FIRST TR EXCHANGE TRADED FD136.4K shares-7.78%2025-09-302025-11-13history
FXR FIRST TR EXCHANGE TRADED FD78.9K shares-10.13%2025-09-302025-11-13history
UCON FIRST TR EXCHNG TRADED FD VI227.9K shares0.94%2025-09-302025-11-13history
QQXT FIRST TR EXCHANGE-TRADED FD57.5K shares-8.67%2025-09-302025-11-13history
XOM EXXON MOBIL CORP47.4K shares-9.53%2025-09-302025-11-13history
Sponsored
OKE ONEOK INC NEW73.0K shares-1.49%2025-09-302025-11-13history
XLY SELECT SECTOR SPDR TR22.2K shares1.92%2025-09-302025-11-13history
FDVV FIDELITY COVINGTON TRUST86.2K shares2.27%2025-09-302025-11-13history
CRM SALESFORCE INC20.0K shares7.84%2025-09-302025-11-13history
IAU ISHARES GOLD TR63.9K shares0.21%2025-09-302025-11-13history
ITA ISHARES TR22.2K shares11.41%2025-09-302025-11-13history
MBB ISHARES TR48.4K shares-2.89%2025-09-302025-11-13history
PM PHILIP MORRIS INTL INC27.8K shares-15.20%2025-09-302025-11-13history
Sponsored
QQQM INVESCO EXCH TRADED FD TR II18.1K shares-0.09%2025-09-302025-11-13history
NUBD NUSHARES ETF TR197.0K shares-46.74%2025-09-302025-11-13history
BUFR FIRST TR EXCHNG TRADED FD VI131.2K shares1.12%2025-09-302025-11-13history
EFG ISHARES TR38.3K shares-1.78%2025-09-302025-11-13history
HD HOME DEPOT INC10.7K shares-3.41%2025-09-302025-11-13history
IEMG ISHARES INC62.4K shares-0.31%2025-09-302025-11-13history
AMAT APPLIED MATLS INC19.8K shares-6.41%2025-09-302025-11-13history
BAC BANK AMERICA CORP76.8K shares-2.85%2025-09-302025-11-13history
Sponsored
EMXC ISHARES INC58.7K shares-0.53%2025-09-302025-11-13history
MTUM ISHARES TR15.1K shares5.90%2025-09-302025-11-13history
OEF ISHARES TR11.6K shares2.65%2025-09-302025-11-13history
DIS DISNEY WALT CO33.5K shares-5.87%2025-09-302025-11-13history
CSCO CISCO SYS INC.53.2K shares-5.59%2025-09-302025-11-13history
TLH ISHARES TR34.6K shares1.93%2025-09-302025-11-13history
WINN HARBOR ETF TRUST113.6K shares118.12%2025-09-302025-11-13history
SGOL ABRDN GOLD ETF TRUST95.0K shares1.01%2025-09-302025-11-13history
Sponsored
PG PROCTER AND GAMBLE CO22.0K shares-28.36%2025-09-302025-11-13history
SHOP SHOPIFY INC22.5K sharesnew addition2025-09-302025-11-13history
PRF INVESCO EXCHANGE TRADED FD T72.9K shares0.12%2025-09-302025-11-13history
FTEC FIDELITY COVINGTON TRUST14.7K shares-7.76%2025-09-302025-11-13history
EPD ENTERPRISE PRODS PARTNERS L102.7K shares-10.44%2025-09-302025-11-13history
WFC WELLS FARGO CO NEW38.0K shares-12.07%2025-09-302025-11-13history
BND VANGUARD BD INDEX FDS42.4K shares-0.81%2025-09-302025-11-13history
IQV IQVIA HLDGS INC16.5K shares-3.13%2025-09-302025-11-13history
Sponsored
INTC INTEL CORP92.6K shares28.26%2025-09-302025-11-13history
FRDM EA SER70.1K shares-59.83%2025-09-302025-11-13history
SPTL SPDR SER TR113.7K shares0.49%2025-09-302025-11-13history
BINC BLACKROCK ETF TRUST II56.4K shares4.55%2025-09-302025-11-13history
SPYV SPDR SER TR53.2K shares-2.06%2025-09-302025-11-13history
ETHA ISHARES ETHEREUM TR90.0K shares164.17%2025-09-302025-11-13history
QCOM QUALCOMM INC16.9K shares1.28%2025-09-302025-11-13history
SBUX STARBUCKS CORP33.1K shares0.65%2025-09-302025-11-13history
Sponsored
BOND PIMCO ETF TR29.8K shares0.59%2025-09-302025-11-13history
AVLC AMERICAN CENTY ETF TR35.9K shares-3.75%2025-09-302025-11-13history
VYM VANGUARD WHITEHALL FDS19.2K shares-3.90%2025-09-302025-11-13history
IJH ISHARES TR39.9K shares-0.56%2025-09-302025-11-13history
MDT MEDTRONIC PLC27.1K shares-8.07%2025-09-302025-11-13history
NUDM NUSHARES ETF TR68.3K shares-68.86%2025-09-302025-11-13history
IWD ISHARES TR12.5K shares-1.32%2025-09-302025-11-13history
SPTM SPDR SER TR31.5K shares-0.40%2025-09-302025-11-13history
Sponsored
HDV ISHARES TR20.6K shares-2.78%2025-09-302025-11-13history
SPLV INVESCO EXCH TRADED FD TR II34.3K shares-2.88%2025-09-302025-11-13history
PANW PALO ALTO NETWORKS INC12.4K shares6.94%2025-09-302025-11-13history
UL UNILEVER PLC42.2K shares-6.63%2025-09-302025-11-13history
VZ VERIZON COMMUNICATIONS INC56.0K shares13.10%2025-09-302025-11-13history
SCHD SCHWAB STRATEGIC TR88.9K shares-3.07%2025-09-302025-11-13history
EMNT PIMCO ETF TR23.6K shares-0.17%2025-09-302025-11-13history
FBCG FIDELITY COVINGTON TRUST43.2K shares0.03%2025-09-302025-11-13history
Sponsored
MU MICRON TECHNOLOGY INC13.8K shares-0.88%2025-09-302025-11-13history
CMCSA COMCAST CORP72.4K shares-0.08%2025-09-302025-11-13history
DFAC DIMENSIONAL ETF TRUST58.5K shares-3.07%2025-09-302025-11-13history
PEP PEPSICO INC16.0K shares-5.76%2025-09-302025-11-13history
COP CONOCOPHILLIPS23.8K shares-9.85%2025-09-302025-11-13history
IHI ISHARES TR37.4K shares-3.96%2025-09-302025-11-13history
FAD FIRST TR EXCHANGE-TRADED ALP13.9K shares1.49%2025-09-302025-11-13history
JNJ JOHNSON & JOHNSON12.0K shares-7.79%2025-09-302025-11-13history
Sponsored
IJR ISHARES TR18.6K shares0.29%2025-09-302025-11-13history
DGRO ISHARES TR32.4K shares-11.73%2025-09-302025-11-13history
DFAS DIMENSIONAL ETF TRUST32.1K shares1.87%2025-09-302025-11-13history
ARCC ARES CAPITAL CORP107.1K shares0.36%2025-09-302025-11-13history
QYLD GLOBAL X127.0K shares-0.14%2025-09-302025-11-13history
NVS NOVARTIS AG16.5K shares-11.31%2025-09-302025-11-13history
LRCX LAM RESEARCH CORP15.8K shares-15.96%2025-09-302025-11-13history
AVGE AMERICAN CENTY ETF TR24.6K shares2.48%2025-09-302025-11-13history
Sponsored
UBER UBER TECHNOLOGIES INC20.7K shares-1.21%2025-09-302025-11-13history
MUB ISHARES TR18.4K sharesnew addition2025-09-302025-11-13history
BK BANK NEW YORK MELLON CORP17.9K shares-11.42%2025-09-302025-11-13history
DFAX DIMENSIONAL ETF TRUST61.6K shares0.56%2025-09-302025-11-13history
FENI FIDELITY COVINGTON TRUST54.7K shares150.28%2025-09-302025-11-13history
NUSC NUSHARES ETF TR43.0K shares-76.71%2025-09-302025-11-13history
BDX BECTON DICKINSON & CO10.1K sharesnew addition2025-09-302025-11-13history
OMFL INVESCO EXCH TRD SLF IDX FD30.8K shares-12.05%2025-09-302025-11-13history
Sponsored
LQDH ISHARES U S ETF TR19.8K shares-0.67%2025-09-302025-11-13history
AVIG AMERICAN CENTY ETF TR43.4K shares27.74%2025-09-302025-11-13history
RTX RAYTHEON TECHNOLOGIES CORP10.9K shares-7.07%2025-09-302025-11-13history
HSBC HSBC HLDGS PLC24.5K shares-22.24%2025-09-302025-11-13history
FTSM FIRST TR EXCHANGE-TRADED FD28.6K shares-4.48%2025-09-302025-11-13history
WMB WILLIAMS COS INC26.9K shares15.81%2025-09-302025-11-13history
FBND FIDELITY MERRIMACK STR TR36.8K shares53.69%2025-09-302025-11-13history
FLQM FRANKLIN TEMPLETON ETF TR29.8K shares-69.28%2025-09-302025-11-13history
Sponsored
ABNB AIRBNB INC13.6K shares-7.11%2025-09-302025-11-13history
CVX CHEVRON CORP NEW10.6K shares-10.69%2025-09-302025-11-13history
DUK DUKE ENERGY CORP NEW13.3K shares0.32%2025-09-302025-11-13history
QGRO AMERICAN CENTY ETF TR14.2K shares-0.25%2025-09-302025-11-13history
ANET ARISTA NETWORKS INC11.1K shares-0.45%2025-09-302025-11-13history
SCHG SCHWAB STRATEGIC TR50.0K shares4.85%2025-09-302025-11-13history
FNDX SCHWAB STRATEGIC TR60.6K shares16.49%2025-09-302025-11-13history
SPSM SPDR SER TR34.4K shares-12.75%2025-09-302025-11-13history
Sponsored
EBAY EBAY INC.17.3K shares-50.39%2025-09-302025-11-13history
MFC MANULIFE FINL CORP49.0K shares24.50%2025-09-302025-11-13history
VGSR MANAGER DIRECTED PORTFOLIOS143.1K shares-59.82%2025-09-302025-11-13history
NULG NUSHARES ETF TR15.2K shares-67.40%2025-09-302025-11-13history
BUCK SIMPLIFY EXCHANGE TRADED FUN63.5K shares-18.33%2025-09-302025-11-13history
T AT&T INC53.5K shares12.39%2025-09-302025-11-13history
HEFA ISHARES TR38.0K shares-1.10%2025-09-302025-11-13history
SPMD SPDR SERIES TRUST26.2K shares20.12%2025-09-302025-11-13history
Sponsored
USMF WISDOMTREE TR28.3K shares-1.58%2025-09-302025-11-13history
BDYN BLACKROCK ETF TRUST57.9K sharesnew addition2025-09-302025-11-13history
FVD FIRST TR VALUE LINE DIVID IN31.1K shares-8.37%2025-09-302025-11-13history
PFE PFIZER INC56.0K shares-46.59%2025-09-302025-11-13history
FV FIRST TR EXCHANGE-TRADED FD22.9K shares0.21%2025-09-302025-11-13history
SPHY SPDR HIGH59.1K shares9.50%2025-09-302025-11-13history
KO COCA COLA CO21.3K shares-0.75%2025-09-302025-11-13history
CRWV COREWEAVE INC10.3K sharesnew addition2025-09-302025-11-13history
Sponsored
EUAD SPINNAKER ETF SERIES29.6K shares2.24%2025-09-302025-11-13history
FNDF SCHWAB STRATEGIC TR32.2K shares53.28%2025-09-302025-11-13history
JAAA JANUS DETROIT STR TR27.1K shares17.83%2025-09-302025-11-13history
NLR VANECK ETF TRUST10.1K sharesnew addition2025-09-302025-11-13history
SHYM BLACKROCK ETF TRUST II61.1K sharesnew addition2025-09-302025-11-13history
PULS PGIM ETF TR27.3K shares7.14%2025-09-302025-11-13history
VFLO VICTORY PORTFOLIOS II35.9K shares-4.52%2025-09-302025-11-13history
IBLC ISHARES TR23.9K shares5.28%2025-09-302025-11-13history
Sponsored
GLDM WORLD GOLD TR17.2K shares-0.66%2025-09-302025-11-13history
QBTS D-WAVE QUANTUM INC53.2K sharesnew addition2025-09-302025-11-13history
ARKK ARK ETF TR15.2K shares-15.44%2025-09-302025-11-13history
MINT PIMCO ETF TR12.8K shares-1.16%2025-09-302025-11-13history
SHLD GLOBAL X FDS18.0K sharesnew addition2025-09-302025-11-13history
FSK FS KKR CAP CORP84.5K shares-8.83%2025-09-302025-11-13history
SNY SANOFI26.3K shares-38.14%2025-09-302025-11-13history
DJIA GLOBAL X FDS55.7K shares3.76%2025-09-302025-11-13history
Sponsored
MRK MERCK & CO INC14.3K shares-0.82%2025-09-302025-11-13history
SO SOUTHERN CO12.5K shares4.41%2025-09-302025-11-13history
MOAT VANECK ETF TRUST12.0K shares0.00%2025-09-302025-11-13history
GDXJ VANECK ETF TRUST11.9K shares-1.89%2025-09-302025-11-13history
BDVL BLACKROCK ETF TRUST46.8K sharesnew addition2025-09-302025-11-13history
RDVY FIRST TR EXCHANGE-TRADED FD17.2K shares1.27%2025-09-302025-11-13history
CBSH COMMERCE BANCSHARES INC19.4K shares0.04%2025-09-302025-11-13history
IETC ISHARES U S ETF TR11.3K shares4.81%2025-09-302025-11-13history
Sponsored
ONEQ FIDELITY COMWLTH TR12.8K sharesnew addition2025-09-302025-11-13history
JNK SPDR SERIES TRUST11.6K shares2.04%2025-09-302025-11-13history
AUSF GLOBAL X FDS24.0K sharesnew addition2025-09-302025-11-13history
RRR RED ROCK RESORTS INC18.1K shares-0.07%2025-09-302025-11-13history
WTV WISDOMTREE TR12.0K sharesnew addition2025-09-302025-11-13history
EEMV ISHARES INC17.1K shares-3.90%2025-09-302025-11-13history
SMCI SUPER MICRO COMPUTER INC22.3K sharesnew addition2025-09-302025-11-13history
VEA VANGUARD TAX-MANAGED FDS17.8K shares-5.37%2025-09-302025-11-13history
Sponsored
C CITIGROUP INC10.3K shares-23.75%2025-09-302025-11-13history
FEOE RBB FUND TRUST22.4K sharesnew addition2025-09-302025-11-13history
MAIN MAIN STR CAP CORP16.3K shares0.00%2025-09-302025-11-13history
GM GENERAL MTRS CO16.9K shares7.97%2025-09-302025-11-13history
CGDV CAPITAL GROUP DIVIDEND VALUE24.5K shares7.68%2025-09-302025-11-13history
FIXD FIRST TR EXCHNG TRADED FD VI22.6K shares-5.60%2025-09-302025-11-13history
EMB ISHARES TR10.4K shares-0.13%2025-09-302025-11-13history
RDIV INVESCO EXCH TRADED FD TR II18.6K shares-26.45%2025-09-302025-11-13history
Sponsored
SDVY FIRST TR EXCHANGE-TRADED FD25.5K shares-81.18%2025-09-302025-11-13history
IHAK ISHARES TR18.5K shares-15.59%2025-09-302025-11-13history
ANGL VANECK ETF TRUST32.5K shares16.84%2025-09-302025-11-13history
AHR AMERICAN HEALTHCARE REIT INC22.8K shares29.62%2025-09-302025-11-13history
FLAX FRANKLIN TEMPLETON ETF TR33.1K shares-6.20%2025-09-302025-11-13history
HYLB DBX ETF TR25.7K shares13.75%2025-09-302025-11-13history
FTCS FIRST TR EXCHANGE-TRADED FD10.2K shares-4.30%2025-09-302025-11-13history
CDX SIMPLIFY EXCHANGE TRADED FUN41.1K sharesnew addition2025-09-302025-11-13history
Sponsored
SPYI NEOS ETF TRUST17.9K shares28.64%2025-09-302025-11-13history
JSI JANUS DETROIT STR TR17.9K sharesnew addition2025-09-302025-11-13history
MAS MASCO CORP13.3K sharesnew addition2025-09-302025-11-13history
EVRG EVERGY INC12.0K shares5.78%2025-09-302025-11-13history
IYH ISHARES TR15.0K shares1.01%2025-09-302025-11-13history
MRVL MARVELL TECHNOLOGY INC10.4K shares-30.94%2025-09-302025-11-13history
PTLC PACER FDS TR15.8K shares-14.38%2025-09-302025-11-13history
SII SPROTT INC10.3K shares-4.61%2025-09-302025-11-13history
Sponsored
DOCU DOCUSIGN INC11.9K shares14.54%2025-09-302025-11-13history
SFLO VICTORY PORTFOLIOS II29.1K shares-5.11%2025-09-302025-11-13history
JBND J P MORGAN EXCHANGE TRADED F15.6K sharesnew addition2025-09-302025-11-13history
BMY BRISTOL-MYERS SQUIBB CO18.7K sharesnew addition2025-09-302025-11-13history
SIVR ABRDN SILVER ETF TRUST18.8K shares5.60%2025-09-302025-11-13history
VXUS VANGUARD STAR FDS11.4K shares-29.42%2025-09-302025-11-13history
XSMO INVESCO EXCHANGE TRADED FD T11.3K shares3.76%2025-09-302025-11-13history
IBIT ISHARES BITCOIN TRUST ETF12.7K shares8.34%2025-09-302025-11-13history
Sponsored
FLEX FLEX LTD14.2K shares-13.15%2025-09-302025-11-13history
EZBC FRANKLIN TEMPLETON DIGITAL H12.3K shares2.07%2025-09-302025-11-13history
WTPI WISDOMTREE TR24.2K shares-5.58%2025-09-302025-11-13history
MFG MIZUHO FINANCIAL GROUP INC118.4K shares7.56%2025-09-302025-11-13history
FXY INVESCO CURRENCYSHARES JAPAN12.6K shares0.46%2025-09-302025-11-13history
TTE TOTALENERGIES SE13.1K shares10.88%2025-09-302025-11-13history
ETHO AMPLIFY ETF TR12.2K shares-68.84%2025-09-302025-11-13history
MO ALTRIA GROUP INC11.0K shares-19.61%2025-09-302025-11-13history
Sponsored
JPLD J P MORGAN EXCHANGE TRADED F13.6K shares13.88%2025-09-302025-11-13history
VWO VANGUARD INTL EQUITY INDEX F13.1K shares-10.96%2025-09-302025-11-13history
TBLU TORTOISE CAPITAL SERIES TRUS12.9K sharesnew addition2025-09-302025-11-13history
CMG CHIPOTLE MEXICAN GRILL INC16.7K shares11.14%2025-09-302025-11-13history
ETV EATON VANCE TAX-MANAGED BUY-45.4K shares1.99%2025-09-302025-11-13history
OPFI OPPFI INC56.8K sharesnew addition2025-09-302025-11-13history
ETW EATON VANCE TAX-MANAGED GLOB70.2K shares6.66%2025-09-302025-11-13history
FLOT ISHARES TR12.2K shares-3.93%2025-09-302025-11-13history
Sponsored
LQDA LIQUIDIA CORPORATION27.5K sharesnew addition2025-09-302025-11-13history
AVMU AMERICAN CENTY ETF TR13.6K sharesnew addition2025-09-302025-11-13history
YOU CLEAR SECURE INC18.5K shares-12.98%2025-09-302025-11-13history
BSEP INNOVATOR ETFS TRUST12.2K shares0.00%2025-09-302025-11-13history
BEAM BEAM THERAPEUTICS INC24.2K sharesnew addition2025-09-302025-11-13history
ETB EATON VANCE TAX MNGED BUY WR38.6K shares2.19%2025-09-302025-11-13history
SLV ISHARES SILVER TR13.6K shares0.24%2025-09-302025-11-13history
DBX DROPBOX INC19.1K shares-3.07%2025-09-302025-11-13history
Sponsored
FTSL FIRST TR EXCHANGE-TRADED FD12.2K shares1.65%2025-09-302025-11-13history
FMB FIRST TR EXCH TRADED FD III11.0K shares-2.37%2025-09-302025-11-13history
ARTY ISHARES TR12.2K shares2.08%2025-09-302025-11-13history
DIVI FRANKLIN TEMPLETON ETF TR14.9K sharesnew addition2025-09-302025-11-13history
NUV NUVEEN MUN VALUE FD INC60.9K shares-0.54%2025-09-302025-11-13history
MLPA GLOBAL X FDS11.2K shares1.92%2025-09-302025-11-13history
CSQ CALAMOS STRATEGIC TOTAL RETU27.9K shares0.00%2025-09-302025-11-13history
FTHI FIRST TR EXCHANGE TRADED FD22.4K shares-8.53%2025-09-302025-11-13history
Sponsored
EVTR MORGAN STANLEY ETF TRUST10.3K sharesnew addition2025-09-302025-11-13history
PDI PIMCO DYNAMIC INCOME FD26.2K shares-0.61%2025-09-302025-11-13history
XVV ISHARES TR10.0K shares-1.00%2025-09-302025-11-13history
SPYD SPDR SER TR11.7K shares0.78%2025-09-302025-11-13history
HLN HALEON PLC57.4K shares10.28%2025-09-302025-11-13history
JHSC JOHN HANCOCK EXCHANGE TRADED12.2K shares-0.88%2025-09-302025-11-13history
FCLD FIDELITY COVINGTON TRUST17.4K shares26.25%2025-09-302025-11-13history
BDJ BLACKROCK ENHANCED EQUITY DI55.1K shares-0.92%2025-09-302025-11-13history
Sponsored
CART MAPLEBEAR INC13.3K shares0.00%2025-09-302025-11-13history
KMI KINDER MORGAN INC DEL17.0K shares-0.08%2025-09-302025-11-13history
AVK ADVENT CONV & INCOME FD36.8K shares0.00%2025-09-302025-11-13history
ETG EATON VANCE TX ADV GLBL DIV22.2K shares0.00%2025-09-302025-11-13history
ETJ EATON VANCE RISK-MANAGED DIV50.7K shares0.00%2025-09-302025-11-13history
DX DYNEX CAP INC37.1K shares28.65%2025-09-302025-11-13history
PGX INVESCO EXCH TRADED FD TR II38.1K shares-0.58%2025-09-302025-11-13history
EOI EATON VANCE ENHANCED EQUITY20.9K shares0.00%2025-09-302025-11-13history
Sponsored
DDWM WISDOMTREE TR10.3K shares1.40%2025-09-302025-11-13history
TEAF TORTOISE SUSTAINABLE & SOCIA36.5K shares-0.82%2025-09-302025-11-13history
NUMV NUSHARES ETF TR11.1K shares-68.96%2025-09-302025-11-13history
SPAB SPDR SER TR16.5K shares-27.81%2025-09-302025-11-13history
NEA NUVEEN AMT FREE QLTY MUN INC37.5K shares0.00%2025-09-302025-11-13history
DNP DNP SELECT INCOME FD INC42.5K shares0.00%2025-09-302025-11-13history
COMB GRANITESHARES ETF TR19.4K shares-11.52%2025-09-302025-11-13history
HYEM VANECK ETF TRUST20.8K shares-9.58%2025-09-302025-11-13history
Sponsored
GOVT ISHARES TR17.7K shares-2.77%2025-09-302025-11-13history
NIO NIO INC52.3K sharesnew addition2025-09-302025-11-13history
PFFD GLOBAL X20.2K shares0.10%2025-09-302025-11-13history
BIT BLACKROCK MULTI SECTOR INC T29.4K shares0.00%2025-09-302025-11-13history
FSCO FS CREDIT OPPORTUNITIES CORP54.4K shares0.00%2025-09-302025-11-13history
SILJ AMPLIFY ETF TR15.6K sharesnew addition2025-09-302025-11-13history
FELV FIDELITY COVINGTON TRUST10.4K sharesnew addition2025-09-302025-11-13history
MMIT NEW YORK LIFE INVTS ACTIVE E13.6K shares34.94%2025-09-302025-11-13history
Sponsored
RGTI RIGETTI COMPUTING INC11.1K sharesnew addition2025-09-302025-11-13history
INCM FRANKLIN TEMPLETON ETF TR11.8K shares18.00%2025-09-302025-11-13history
ACHR ARCHER AVIATION INC31.7K shares-31.31%2025-09-302025-11-13history
ARKX ARK ETF TR10.4K sharesnew addition2025-09-302025-11-13history
BITQ EXCHANGE TRADED CONCEPTS TRU11.4K sharesnew addition2025-09-302025-11-13history
AFK VANECK ETF TRUST11.5K sharesnew addition2025-09-302025-11-13history
ET ENERGY TRANSFER L P15.0K shares0.00%2025-09-302025-11-13history
TEF TELEFONICA S A49.3K shares4.08%2025-09-302025-11-13history
Sponsored
EOS EATON VANCE ENHANCED EQUITY10.1K shares-44.20%2025-09-302025-11-13history
BSCR INVESCO EXCH TRD SLF IDX FD11.0K shares-7.94%2025-09-302025-11-13history
PLTM GRANITESHARES PLATINUM TR13.9K sharesnew addition2025-09-302025-11-13history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available