The Analysis of WEALTH ALLIANCE, LLC's Holdings
Currently, WEALTH ALLIANCE, LLC holds 554 types of securities in its portfolio with a total value $972.2M. In the most recent quarter, they have increased their positions in IVE (+28.4K shares, valued at $5.9M), OEF (+17.1K shares, valued at $5.7M), ITA (+24.6K shares, valued at $5.1M); decreased their positions in SHV (-56.1K shares, valued at $6.2M), EFG (-52.3K shares, valued at $6.0M), MINT (-50.5K shares, valued at $5.1M); initiated new positions in TIP (+34.1K shares, valued at $3.8M), IEF (+38.4K shares, valued at $3.7M), IWD (+7.3K shares, valued at $1.5M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC344.3K shares-0.59%2025-09-302025-11-07
IVV ISHARES TR55.5K shares-1.63%2025-09-302025-11-07 DYNF BLACKROCK ETF TRUST473.6K shares20.68%2025-09-302025-11-07 IVE ISHARES TR130.5K shares27.79%2025-09-302025-11-07 IVW ISHARES TR216.0K shares-3.15%2025-09-302025-11-07 MSFT MICROSOFT CORP42.9K shares1.50%2025-09-302025-11-07 IUSB ISHARES TR445.4K shares-12.70%2025-09-302025-11-07 QUAL ISHARES TR102.7K shares-11.88%2025-09-302025-11-07 EFV ISHARES TR294.0K shares-14.52%2025-09-302025-11-07 OEF ISHARES TR58.4K shares41.29%2025-09-302025-11-07 IEMG ISHARES INC285.0K shares18.51%2025-09-302025-11-07 NVDA NVIDIA CORPORATION77.0K shares9.51%2025-09-302025-11-07 AMLP ALPS ETF TR293.5K shares7.37%2025-09-302025-11-07 AMZN AMAZON COM INC60.4K shares-2.47%2025-09-302025-11-07 VNQ VANGUARD INDEX FDS122.0K shares61.39%2025-09-302025-11-07 IAU ISHARES GOLD TR150.7K shares20.10%2025-09-302025-11-07 THRO BLACKROCK ETF TRUST276.8K shares3.47%2025-09-302025-11-07 SPY SPDR S&P 500 ETF TR15.4K shares2.43%2025-09-302025-11-07 META META PLATFORMS INC13.0K shares-0.04%2025-09-302025-11-07 TLH ISHARES TR91.6K shares45.97%2025-09-302025-11-07 AVGO BROADCOM INC26.3K shares-1.87%2025-09-302025-11-07 BAI BLACKROCK ETF TRUST239.3K shares98.11%2025-09-302025-11-07 GOOGL ALPHABET INC31.2K shares-4.87%2025-09-302025-11-07 LLY ELI LILLY & CO8.0K shares-5.03%2025-09-302025-11-07 ITA ISHARES TR27.9K shares743.67%2025-09-302025-11-07 ANET ARISTA NETWORKS INC39.0K shares-7.20%2025-09-302025-11-07 JPM JPMORGAN CHASE & CO.17.9K shares2.05%2025-09-302025-11-07 BINC BLACKROCK ETF TRUST II105.1K shares29.78%2025-09-302025-11-07 ABBV ABBVIE INC23.6K shares-10.13%2025-09-302025-11-07 AOA ISHARES TR61.9K shares-2.03%2025-09-302025-11-07 MBB ISHARES TR57.0K shares4.89%2025-09-302025-11-07 MTUM ISHARES TR20.8K shares12.63%2025-09-302025-11-07 TSM TAIWAN SEMICONDUCTOR MFG LTD17.5K shares1.46%2025-09-302025-11-07 JNJ JOHNSON & JOHNSON26.3K shares8.96%2025-09-302025-11-07 IEFA ISHARES TR54.6K shares-4.42%2025-09-302025-11-07 VB VANGUARD INDEX FDS18.0K shares-6.06%2025-09-302025-11-07 XOM EXXON MOBIL CORP38.0K shares1.53%2025-09-302025-11-07 IAGG ISHARES TR79.5K shares8.59%2025-09-302025-11-07 NFLX NETFLIX INC3.2K shares-4.42%2025-09-302025-11-07 PG PROCTER AND GAMBLE CO25.1K shares-1.87%2025-09-302025-11-07 GOOG ALPHABET INC15.8K shares-0.47%2025-09-302025-11-07 IYW ISHARES TR19.5K shares-56.78%2025-09-302025-11-07 TSLA TESLA INC8.5K shares1.04%2025-09-302025-11-07 V VISA INC11.1K shares-8.26%2025-09-302025-11-07 TIP ISHARES TR34.1K sharesnew addition2025-09-302025-11-07 AMGN AMGEN INC13.4K shares4.64%2025-09-302025-11-07 VO VANGUARD INDEX FDS12.9K shares-2.20%2025-09-302025-11-07 IJH ISHARES TR57.0K shares-2.04%2025-09-302025-11-07 IEF ISHARES TR38.4K sharesnew addition2025-09-302025-11-07 PMAR INNOVATOR ETFS TRUST83.7K shares-0.02%2025-09-302025-11-07 VTEB VANGUARD MUN BD FDS73.0K shares-22.95%2025-09-302025-11-07 CVX CHEVRON CORP NEW23.3K shares1.85%2025-09-302025-11-07 BRK.B BERKSHIRE HATHAWAY INC DEL7.0K shares-7.20%2025-09-302025-11-07 JAAA JANUS DETROIT STR TR68.4K shares-10.25%2025-09-302025-11-07 VZ VERIZON COMMUNICATIONS INC77.2K shares12.77%2025-09-302025-11-07 PJAN INNOVATOR ETFS TRUST71.6K shares-0.03%2025-09-302025-11-07 ORCL ORACLE CORP11.6K shares3.52%2025-09-302025-11-07 PEP PEPSICO INC23.1K shares9.13%2025-09-302025-11-07 COST COSTCO WHSL CORP NEW3.4K shares1.22%2025-09-302025-11-07 POCT INNOVATOR ETFS TRUST72.9K shares0.00%2025-09-302025-11-07 VOT VANGUARD INDEX FDS10.6K shares-8.35%2025-09-302025-11-07 VXF VANGUARD INDEX FDS14.4K shares-3.98%2025-09-302025-11-07 IJR ISHARES TR24.9K shares-1.22%2025-09-302025-11-07 PLD PROLOGIS INC.25.5K shares35.61%2025-09-302025-11-07 MUB ISHARES TR27.3K shares-0.97%2025-09-302025-11-07 WMT WALMART INC28.0K shares-0.98%2025-09-302025-11-07 IVLU ISHARES TR79.6K shares-19.16%2025-09-302025-11-07 COMT ISHARES U S ETF TR104.6K shares5.62%2025-09-302025-11-07 ETN EATON CORP PLC7.5K shares-1.77%2025-09-302025-11-07 PM PHILIP MORRIS INTL INC16.9K shares6.76%2025-09-302025-11-07 NEE NEXTERA ENERGY INC35.7K shares1.61%2025-09-302025-11-07 ASML ASML HOLDING N V2.7K shares35.45%2025-09-302025-11-07 MA MASTERCARD INCORPORATED4.5K shares-1.70%2025-09-302025-11-07 PMAY INNOVATOR ETFS TRUST64.5K shares-6.87%2025-09-302025-11-07 HD HOME DEPOT INC6.0K shares2.55%2025-09-302025-11-07 VOE VANGUARD INDEX FDS13.9K shares-5.50%2025-09-302025-11-07 DUK DUKE ENERGY CORP NEW19.1K shares4.22%2025-09-302025-11-07 PNC PNC FINL SVCS GROUP INC11.7K shares-1.73%2025-09-302025-11-07 PFE PFIZER INC91.3K shares40.47%2025-09-302025-11-07 GS GOLDMAN SACHS GROUP INC2.8K shares1.46%2025-09-302025-11-07 PNOV INNOVATOR ETFS TRUST51.8K shares-5.66%2025-09-302025-11-07 MCD MCDONALDS CORP7.0K shares-2.58%2025-09-302025-11-07 DIS DISNEY WALT CO18.5K shares-9.10%2025-09-302025-11-07 PJUN INNOVATOR ETFS TRUST51.1K shares0.00%2025-09-302025-11-07 NGG NATIONAL GRID PLC28.4K shares3.99%2025-09-302025-11-07 LRCX LAM RESEARCH CORP15.2K shares5.15%2025-09-302025-11-07 MMC MARSH & MCLENNAN COS INC9.9K shares7.75%2025-09-302025-11-07 PFEB INNOVATOR ETFS TRUST49.9K shares0.00%2025-09-302025-11-07 PAUG INNOVATOR ETFS TRUST46.5K shares36.39%2025-09-302025-11-07 ENB ENBRIDGE INC38.8K shares4.10%2025-09-302025-11-07 LIN LINDE PLC4.1K shares1.34%2025-09-302025-11-07 ABT ABBOTT LABS14.3K shares-5.20%2025-09-302025-11-07 XEL XCEL ENERGY INC23.7K shares3.16%2025-09-302025-11-07 RTX RTX CORPORATION11.4K shares-3.07%2025-09-302025-11-07 LOW LOWES COS INC7.3K shares-1.18%2025-09-302025-11-07 PEY INVESCO EXCHANGE TRADED FD T86.8K shares-0.15%2025-09-302025-11-07 OZ BELPOINTE PREP LLC28.5K shares0.00%2025-09-302025-11-07 TTE TOTALENERGIES SE30.4K shares11.40%2025-09-302025-11-07 PANW PALO ALTO NETWORKS INC8.8K shares5.22%2025-09-302025-11-07 CSCO CISCO SYS INC26.2K shares9.38%2025-09-302025-11-07 USB US BANCORP DEL36.8K shares18.88%2025-09-302025-11-07 VBK VANGUARD INDEX FDS6.0K shares-1.65%2025-09-302025-11-07 EFG ISHARES TR15.6K shares-77.05%2025-09-302025-11-07 AXP AMERICAN EXPRESS CO5.3K shares-1.46%2025-09-302025-11-07 IWB ISHARES TR4.7K shares-0.53%2025-09-302025-11-07 APH AMPHENOL CORP NEW13.9K shares11.54%2025-09-302025-11-07 BTI BRITISH AMERN TOB PLC32.0K shares9.52%2025-09-302025-11-07 BAC BANK AMERICA CORP32.7K shares-4.15%2025-09-302025-11-07 LCTU BLACKROCK ETF TRUST23.2K shares-22.39%2025-09-302025-11-07 WEC WEC ENERGY GROUP INC14.6K shares0.25%2025-09-302025-11-07 BNDX VANGUARD CHARLOTTE FDS33.5K shares14.83%2025-09-302025-11-07 IBM INTERNATIONAL BUSINESS MACHS5.8K shares-5.12%2025-09-302025-11-07 TFC TRUIST FINL CORP36.0K shares-0.80%2025-09-302025-11-07 WMB WILLIAMS COS INC25.5K shares-2.46%2025-09-302025-11-07 SONY SONY GROUP CORP55.0K shares-6.55%2025-09-302025-11-07 INTU INTUIT2.3K shares8.25%2025-09-302025-11-07 SCHW SCHWAB CHARLES CORP16.4K shares4.32%2025-09-302025-11-07 BABA ALIBABA GROUP HLDG LTD8.8K shares-7.69%2025-09-302025-11-07 HIMU BLACKROCK ETF TRUST II31.8K shares119.35%2025-09-302025-11-07 LMT LOCKHEED MARTIN CORP3.1K shares4.45%2025-09-302025-11-07 PDEC INNOVATOR ETFS TRUST37.0K shares0.00%2025-09-302025-11-07 TRV TRAVELERS COMPANIES INC5.5K shares-2.55%2025-09-302025-11-07 IBIT ISHARES BITCOIN TRUST ETF23.7K shares14.26%2025-09-302025-11-07 SPGI S&P GLOBAL INC3.2K shares-0.06%2025-09-302025-11-07 O REALTY INCOME CORP25.3K shares-10.54%2025-09-302025-11-07 MDLZ MONDELEZ INTL INC24.2K shares-1.03%2025-09-302025-11-07 UBER UBER TECHNOLOGIES INC15.3K shares5.16%2025-09-302025-11-07 CRM SALESFORCE INC6.3K shares-27.35%2025-09-302025-11-07 IWD ISHARES TR7.3K sharesnew addition2025-09-302025-11-07 JEPI J P MORGAN EXCHANGE TRADED F25.8K shares0.16%2025-09-302025-11-07 AZN ASTRAZENECA PLC19.0K shares1.78%2025-09-302025-11-07 TLT ISHARES TR16.3K shares-4.18%2025-09-302025-11-07 BIZD VANECK ETF TRUST97.1K shares132.79%2025-09-302025-11-07 REET ISHARES TR55.0K sharesnew addition2025-09-302025-11-07 SNY SANOFI SA29.7K shares-12.01%2025-09-302025-11-07 VBR VANGUARD INDEX FDS6.7K shares-0.86%2025-09-302025-11-07 VTV VANGUARD INDEX FDS7.5K shares5.07%2025-09-302025-11-07 SHV ISHARES TR12.4K shares-81.85%2025-09-302025-11-07 ESGU ISHARES TR9.2K shares7.91%2025-09-302025-11-07 NOC NORTHROP GRUMMAN CORP2.2K shares1.81%2025-09-302025-11-07 PJUL INNOVATOR ETFS TRUST28.7K shares7.49%2025-09-302025-11-07 WFC WELLS FARGO CO NEW15.5K shares37.39%2025-09-302025-11-07 IWM ISHARES TR5.3K sharesnew addition2025-09-302025-11-07 VFH VANGUARD WORLD FD9.7K shares-0.47%2025-09-302025-11-07 SBUX STARBUCKS CORP15.1K shares9.14%2025-09-302025-11-07 AEP AMERICAN ELEC PWR CO INC11.3K shares2.99%2025-09-302025-11-07 FE FIRSTENERGY CORP27.5K shares18.14%2025-09-302025-11-07 PLTR PALANTIR TECHNOLOGIES INC6.8K shares-10.71%2025-09-302025-11-07 TT TRANE TECHNOLOGIES PLC2.9K shares-3.57%2025-09-302025-11-07 TLTW ISHARES TR51.9K shares388.29%2025-09-302025-11-07 APP APPLOVIN CORP1.7K shares-26.65%2025-09-302025-11-07 TJX TJX COS INC NEW8.3K shares1.01%2025-09-302025-11-07 PPL PPL CORP32.1K shares4.42%2025-09-302025-11-07 GSK GSK PLC27.5K shares3.89%2025-09-302025-11-07 CMI CUMMINS INC2.8K shares-0.81%2025-09-302025-11-07 HBAN HUNTINGTON BANCSHARES INC67.8K shares11.28%2025-09-302025-11-07 SPYI NEOS ETF TRUST22.0K sharesnew addition2025-09-302025-11-07 EMB ISHARES TR11.9K shares10.96%2025-09-302025-11-07 BMO BANK MONTREAL QUE8.6K shares5.14%2025-09-302025-11-07 ZTS ZOETIS INC7.6K shares-38.81%2025-09-302025-11-07 GE GE AEROSPACE3.7K shares12.06%2025-09-302025-11-07 T AT&T INC39.2K shares-36.54%2025-09-302025-11-07 TMO THERMO FISHER SCIENTIFIC INC2.3K shares-19.96%2025-09-302025-11-07 UNH UNITEDHEALTH GROUP INC3.2K shares-21.91%2025-09-302025-11-07 TRP TC ENERGY CORP20.1K shares3.74%2025-09-302025-11-07 PSEP INNOVATOR ETFS TRUST25.3K shares0.00%2025-09-302025-11-07 SAP SAP SE4.0K shares0.48%2025-09-302025-11-07 ISRG INTUITIVE SURGICAL INC2.3K shares-7.82%2025-09-302025-11-07 MSI MOTOROLA SOLUTIONS INC2.3K shares-0.57%2025-09-302025-11-07 HON HONEYWELL INTL INC4.9K shares3.71%2025-09-302025-11-07 KJAN INNOVATOR ETFS TRUST25.7K shares0.00%2025-09-302025-11-07 TDY TELEDYNE TECHNOLOGIES INC1.8K shares-5.05%2025-09-302025-11-07 AMCR AMCOR PLC125.1K shares159.62%2025-09-302025-11-07 ACN ACCENTURE PLC IRELAND4.1K shares-24.51%2025-09-302025-11-07 QQQ INVESCO QQQ TR1.7K shares2.11%2025-09-302025-11-07 TXN TEXAS INSTRS INC5.5K shares-24.85%2025-09-302025-11-07 VOO VANGUARD INDEX FDS1.6K shares2.63%2025-09-302025-11-07 LQD ISHARES TR9.0K shares0.44%2025-09-302025-11-07 C CITIGROUP INC9.7K shares2.22%2025-09-302025-11-07 MUFG MITSUBISHI UFJ FINL GROUP IN61.5K shares-2.85%2025-09-302025-11-07 MO ALTRIA GROUP INC14.8K shares20.41%2025-09-302025-11-07 TCAF T ROWE PRICE ETF INC25.8K shares1.76%2025-09-302025-11-07 DSI ISHARES TR7.7K shares-1.84%2025-09-302025-11-07 SHOP SHOPIFY INC6.4K shares-19.92%2025-09-302025-11-07 MRK MERCK & CO INC11.3K shares-31.70%2025-09-302025-11-07 AMT AMERICAN TOWER CORP NEW4.9K shares-3.68%2025-09-302025-11-07 SNPS SYNOPSYS INC1.9K shares18.90%2025-09-302025-11-07 SNOW SNOWFLAKE INC4.2K shares7.29%2025-09-302025-11-07 ADP AUTOMATIC DATA PROCESSING IN3.2K shares-0.41%2025-09-302025-11-07 GILD GILEAD SCIENCES INC8.3K shares-20.40%2025-09-302025-11-07 CAT CATERPILLAR INC1.9K shares-0.57%2025-09-302025-11-07 PAPR INNOVATOR ETFS TRUST23.8K shares0.00%2025-09-302025-11-07 KMB KIMBERLY-CLARK CORP7.2K shares61.47%2025-09-302025-11-07 SE SEA LTD4.9K shares14.56%2025-09-302025-11-07 ADI ANALOG DEVICES INC3.6K shares-0.14%2025-09-302025-11-07 EQIX EQUINIX INC1.1K shares5.58%2025-09-302025-11-07 IJAN INNOVATOR ETFS TRUST24.8K shares0.00%2025-09-302025-11-07 HDB HDFC BANK LTD25.1K shares39.94%2025-09-302025-11-07 UNP UNION PAC CORP3.6K shares-32.89%2025-09-302025-11-07 EMGF ISHARES INC15.0K shares-1.64%2025-09-302025-11-07 USXF ISHARES TR14.7K shares-21.98%2025-09-302025-11-07 IWF ISHARES TR1.8K shares216.37%2025-09-302025-11-07 GLW CORNING INC10.1K shares-3.98%2025-09-302025-11-07 SCHD SCHWAB STRATEGIC TR30.4K shares-9.82%2025-09-302025-11-07 ACWX ISHARES TR12.7K sharesnew addition2025-09-302025-11-07 KO COCA COLA CO12.3K shares-9.68%2025-09-302025-11-07 IEV ISHARES TR12.4K shares-58.27%2025-09-302025-11-07 WSO WATSCO INC2.0K shares-0.30%2025-09-302025-11-07 KAPR INNOVATOR ETFS TRUST23.6K shares0.00%2025-09-302025-11-07 SUSC ISHARES TR34.3K shares13.77%2025-09-302025-11-07 BMY BRISTOL-MYERS SQUIBB CO17.8K shares-4.46%2025-09-302025-11-07 VV VANGUARD INDEX FDS2.6K shares-8.36%2025-09-302025-11-07 BX BLACKSTONE INC4.6K shares-0.24%2025-09-302025-11-07 RSP INVESCO EXCHANGE TRADED FD T4.1K shares0.22%2025-09-302025-11-07 BLW BLACKROCK LTD DURATION INCOM55.5K shares-0.39%2025-09-302025-11-07 TTD THE TRADE DESK INC15.6K shares-13.33%2025-09-302025-11-07 PUK PRUDENTIAL PLC27.3K shares-2.96%2025-09-302025-11-07 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-09-302025-11-07 CSX CSX CORP21.1K shares1.51%2025-09-302025-11-07 GWW GRAINGER W W INC780 shares-1.14%2025-09-302025-11-07 BRT BRT APARTMENTS CORP47.5K shares-2.06%2025-09-302025-11-07 EA ELECTRONIC ARTS INC3.7K shares0.58%2025-09-302025-11-07 HSY HERSHEY CO4.0K shares-6.66%2025-09-302025-11-07 DD DUPONT DE NEMOURS INC9.4K shares2.49%2025-09-302025-11-07 SO SOUTHERN CO7.7K shares-12.44%2025-09-302025-11-07 ARE ALEXANDRIA REAL ESTATE EQ IN8.8K shares8.17%2025-09-302025-11-07 AVB AVALONBAY CMNTYS INC3.8K shares64.50%2025-09-302025-11-07 PFXF VANECK ETF TRUST40.7K shares0.14%2025-09-302025-11-07 BLK BLACKROCK INC620 shares-0.96%2025-09-302025-11-07 CCJ CAMECO CORP8.6K shares-14.61%2025-09-302025-11-07 ARES ARES MANAGEMENT CORPORATION4.5K shares2.10%2025-09-302025-11-07 CMCSA COMCAST CORP NEW22.5K shares-22.84%2025-09-302025-11-07 MUA BLACKROCK MUNIASSETS FD INC63.4K sharesnew addition2025-09-302025-11-07 NOW SERVICENOW INC765 shares-12.97%2025-09-302025-11-07 UL UNILEVER PLC11.8K shares25.41%2025-09-302025-11-07 COF CAPITAL ONE FINL CORP3.3K shares40.85%2025-09-302025-11-07 PWR QUANTA SVCS INC1.6K shares1.43%2025-09-302025-11-07 FIS FIDELITY NATL INFORMATION SV10.3K shares4.10%2025-09-302025-11-07 IWP ISHARES TR4.7K shares86.43%2025-09-302025-11-07 SPG SIMON PPTY GROUP INC NEW3.6K shares-6.81%2025-09-302025-11-07 VICI VICI PPTYS INC20.6K shares45.31%2025-09-302025-11-07 SHEL SHELL PLC9.4K shares-8.03%2025-09-302025-11-07 SCCO SOUTHERN COPPER CORP5.5K shares-9.14%2025-09-302025-11-07 DHR DANAHER CORPORATION3.3K sharesnew addition2025-09-302025-11-07 ED CONSOLIDATED EDISON INC6.6K shares-0.24%2025-09-302025-11-07 NBIS NEBIUS GROUP N.V.5.9K shares-7.69%2025-09-302025-11-07 TEL TE CONNECTIVITY PLC3.0K shares8.60%2025-09-302025-11-07 PBR PETROLEO BRASILEIRO SA PETRO51.4K shares124.17%2025-09-302025-11-07 SYK STRYKER CORPORATION1.7K shares-8.05%2025-09-302025-11-07 KOCT INNOVATOR ETFS TRUST19.4K shares0.00%2025-09-302025-11-07 GD GENERAL DYNAMICS CORP1.9K shares35.84%2025-09-302025-11-07 WRB BERKLEY W R CORP8.3K 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SPDR SERIES TRUST2.7K shares-27.02%2025-09-302025-11-07 ROST ROSS STORES INC1.8K shares-0.84%2025-09-302025-11-07 EFA ISHARES TR2.9K sharesnew addition2025-09-302025-11-07 FUL FULLER H B CO4.6K shares1.20%2025-09-302025-11-07 LII LENNOX INTL INC507 shares-13.18%2025-09-302025-11-07 KNSL KINSALE CAP GROUP INC630 shares3.79%2025-09-302025-11-07 RMD RESMED INC978 shares-18.23%2025-09-302025-11-07 YUMC YUM CHINA HLDGS INC6.2K sharesnew addition2025-09-302025-11-07 AON AON PLC744 shares7.36%2025-09-302025-11-07 ET ENERGY TRANSFER L P15.4K shares-1.53%2025-09-302025-11-07 ULS UL SOLUTIONS INC3.7K sharesnew addition2025-09-302025-11-07 LCTD BLACKROCK ETF TRUST4.9K shares-28.23%2025-09-302025-11-07 URA GLOBAL X FDS5.5K shares0.00%2025-09-302025-11-07 COO COOPER COS INC3.8K shares-9.95%2025-09-302025-11-07 IWY ISHARES TR954 shares0.00%2025-09-302025-11-07 JCI JOHNSON CTLS INTL PLC2.4K shares-13.74%2025-09-302025-11-07 RY ROYAL BK CDA1.8K shares0.34%2025-09-302025-11-07 REGN REGENERON PHARMACEUTICALS460 shares12.47%2025-09-302025-11-07 NICE NICE LTD1.8K sharesnew addition2025-09-302025-11-07 GPIX GOLDMAN SACHS ETF TR4.9K sharesnew addition2025-09-302025-11-07 GLDM WORLD GOLD TR3.4K sharesnew addition2025-09-302025-11-07 PCTY PAYLOCITY HLDG CORP1.6K shares-8.71%2025-09-302025-11-07 XLI SELECT SECTOR SPDR TR1.7K shares0.60%2025-09-302025-11-07 BP BP PLC7.4K shares8.12%2025-09-302025-11-07 PBH PRESTIGE CONSMR HEALTHCARE I4.1K shares22.36%2025-09-302025-11-07 MET METLIFE INC3.1K shares0.19%2025-09-302025-11-07 KAI KADANT INC853 shares-1.50%2025-09-302025-11-07 VWO VANGUARD INTL EQUITY INDEX F4.7K shares11.97%2025-09-302025-11-07 DE DEERE & CO551 shares-3.16%2025-09-302025-11-07 CSW CSW INDUSTRIALS INC1.0K shares9.88%2025-09-302025-11-07 XSMO INVESCO EXCHANGE TRADED FD T3.4K shares-26.12%2025-09-302025-11-07 COPY RBB FUND TRUST20.0K shares0.00%2025-09-302025-11-07 AIG AMERICAN INTL GROUP INC3.1K shares-7.86%2025-09-302025-11-07 FI FISERV INC1.9K shares-6.64%2025-09-302025-11-07 IBN ICICI BANK LIMITED8.0K shares-21.09%2025-09-302025-11-07 EJAN INNOVATOR ETFS TRUST7.3K shares0.00%2025-09-302025-11-07 OLLI OLLIES BARGAIN OUTLET HLDGS1.9K shares-1.27%2025-09-302025-11-07 EOG EOG RES INC2.1K shares-4.66%2025-09-302025-11-07 FFIN FIRST FINL BANKSHARES INC7.1K shares16.24%2025-09-302025-11-07 IRM IRON MTN INC DEL2.3K shares-0.17%2025-09-302025-11-07 IFEB INNOVATOR ETFS TRUST8.1K shares0.00%2025-09-302025-11-07 CBOE CBOE GLOBAL MKTS INC964 sharesnew addition2025-09-302025-11-07 CHH CHOICE HOTELS INTL INC2.2K shares-34.16%2025-09-302025-11-07 WST WEST PHARMACEUTICAL SVSC INC898 sharesnew addition2025-09-302025-11-07 BOH BANK HAWAII CORP3.6K shares-0.61%2025-09-302025-11-07 JMBS JANUS DETROIT STR TR5.1K sharesnew addition2025-09-302025-11-07 AMAT APPLIED MATLS INC1.1K shares-8.25%2025-09-302025-11-07 MMCA NEW YORK LIFE INVTS ACTIVE E10.7K sharesnew addition2025-09-302025-11-07 REXR REXFORD INDL RLTY INC5.6K sharesnew addition2025-09-302025-11-07 SPYV SPDR SERIES TRUST4.1K sharesnew addition2025-09-302025-11-07 WM WASTE MGMT INC DEL1.0K shares-6.65%2025-09-302025-11-07 CPRT COPART INC5.0K shares-10.91%2025-09-302025-11-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available