The Analysis of Wealth Preservation Advisors, LLC's Holdings
Currently, Wealth Preservation Advisors, LLC holds 589 types of securities in its portfolio with a total value $171.9M. In the most recent quarter, they have increased their positions in NFLX (+1.0K shares, valued at $1.2M), VTV (+3.7K shares, valued at $698.6K), EFA (+2.1K shares, valued at $195.3K); decreased their positions in NVDA (-10.8K shares, valued at $2.0M), CRM (-5.2K shares, valued at $1.2M), TSLA (-2.0K shares, valued at $889.4K); initiated new positions in COKE (+873 shares, valued at $102.3K), AUR (+17.7K shares, valued at $95.4K), ASML (+87 shares, valued at $84.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
GOOG ALPHABET INC CLASS C101.4K shares0.01%2025-09-302025-11-14
AMZN AMAZON.COM INC84.4K shares-0.96%2025-09-302025-11-14
NVDA NVIDIA CORP90.4K shares-10.65%2025-09-302025-11-14
MSFT MICROSOFT CORP24.3K shares0.17%2025-09-302025-11-14
UBER UBER TECHNOLOGIES INC124.0K shares0.01%2025-09-302025-11-14
AAPL APPLE INC36.8K shares0.71%2025-09-302025-11-14
PEBO PEOPLES BANCORP INCORPORATED278.8K shares-0.29%2025-09-302025-11-14
VTV VANGUARD VALUE ETF29.4K shares14.60%2025-09-302025-11-14
NFLX NETFLIX INC3.0K shares49.12%2025-09-302025-11-14
VUG VANGUARD GROWTH ETF5.9K shares2.49%2025-09-302025-11-14
OBDC BLUE OWL CAP CORP203.5K shares1.91%2025-09-302025-11-14
VOE VANGUARD MID CAP VALUE ETF14.3K shares4.65%2025-09-302025-11-14
GOOGL ALPHABET INC CLASS CLASS A7.7K shares-12.88%2025-09-302025-11-14
SPY SPDR S&P 500 ETF2.7K shares2.59%2025-09-302025-11-14
HEFA ISHARES CURRENCY HEDG MSCI EAFE ETF39.2K shares0.41%2025-09-302025-11-14
SPG SIMON PPTY GROUP INC NEWREIT8.0K shares0.00%2025-09-302025-11-14
DFSV DIMENSIONAL US SMALL CAPVALU ETF39.0K shares-10.96%2025-09-302025-11-14
META META PLATFORMS INC CLASS A1.6K shares-39.59%2025-09-302025-11-14
FHN FIRST HORIZON CORP50.6K shares0.00%2025-09-302025-11-14
FBK FB FINL CORP19.0K shares0.00%2025-09-302025-11-14
ARKB ARK 21SHARES BITCOIN ETF24.8K shares-21.82%2025-09-302025-11-14
VOT VANGUARD MID CAP GROWTH ETF3.0K shares0.03%2025-09-302025-11-14
EFA ISHARES MSCI EAFE ETF9.1K shares29.98%2025-09-302025-11-14
VBR VANGUARD SMALL CAP VALUEETF3.7K shares0.03%2025-09-302025-11-14
BRK.A BERKSHIRE HATHAWAY INCORPORATED DEL CLASS A1 shares0.00%2025-09-302025-11-14
PNC PNC FINL SERVICES3.6K shares-0.36%2025-09-302025-11-14
XLF SELECT STR FINANCIAL SELECT SPDR ETF12.2K shares0.00%2025-09-302025-11-14
GLD SPDR GOLD SHARES ETF1.8K shares8.23%2025-09-302025-11-14
MRK MERCK & CO. INC.7.4K shares0.08%2025-09-302025-11-14
HEEM ISHARES CURRENCY HEDG MSCI EMERG ETF17.4K shares0.47%2025-09-302025-11-14
SYBT STOCK YDS BANCORP INC8.3K shares0.00%2025-09-302025-11-14
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN15.1K shares0.00%2025-09-302025-11-14
DE DEERE & CO1.3K shares0.88%2025-09-302025-11-14
JPM JPMORGAN CHASE & CO1.7K shares-0.23%2025-09-302025-11-14
KO THE COCA-COLA CO8.2K shares0.02%2025-09-302025-11-14
OWL BLUE OWL CAP INC CLASS A32.1K shares-1.13%2025-09-302025-11-14
IVW ISHARES S&P 500 GROWTH ETF4.5K shares0.00%2025-09-302025-11-14
WFC WELLS FARGO & CO6.4K shares2.52%2025-09-302025-11-14
MS MORGAN STANLEY3.3K shares-0.06%2025-09-302025-11-14
KKR KKR & CO INC4.0K shares0.00%2025-09-302025-11-14
SCHV SCHWAB US LARGE CAP VALUE ETF16.7K shares-0.23%2025-09-302025-11-14
OHI OMEGA HEALTHCARE INVS INREIT11.3K shares0.00%2025-09-302025-11-14
MPC MARATHON PETE CORPORATION2.4K shares0.00%2025-09-302025-11-14
SCHF SCHWAB INTERNATIONAL EQUITY ETF18.5K shares0.00%2025-09-302025-11-14
NOW SERVICENOW INC460 shares-4.17%2025-09-302025-11-14
UNP UNION PAC CORP1.8K shares12.95%2025-09-302025-11-14
BRK.B BERKSHIRE HATHAWAY CLASS B828 shares8.80%2025-09-302025-11-14
VYM VANGUARD HIGH DIVIDEND YIELD ETF2.9K shares0.00%2025-09-302025-11-14
PGR PROGRESSIVE CORPORATION1.6K shares0.49%2025-09-302025-11-14
CHDN CHURCHILL DOWNS INCORPORATED4.1K shares0.00%2025-09-302025-11-14
VBK VANGUARD SMALL CAP GROWTH ETF1.3K shares1.88%2025-09-302025-11-14
AVGO BROADCOM INC1.2K shares-5.11%2025-09-302025-11-14
ABT ABBOTT LABS2.8K shares0.57%2025-09-302025-11-14
MCD MCDONALDS CORP1.2K shares0.69%2025-09-302025-11-14
CEG CONSTELLATION ENERGY CORPORATION1.1K shares0.00%2025-09-302025-11-14
AEM AGNICO EAGLE MINES LTD F2.1K shares0.00%2025-09-302025-11-14
ORCL ORACLE CORP1.2K shares5.76%2025-09-302025-11-14
NEM NEWMONT CORP4.0K shares0.25%2025-09-302025-11-14
ABBV ABBVIE INC1.4K shares96.99%2025-09-302025-11-14
IJJ ISHARES S&P MID CAP 400 VALUE ETF2.5K shares0.00%2025-09-302025-11-14
SCZ ISHARES TR EAFE SML CP ETF4.1K shares0.00%2025-09-302025-11-14
PNFP PINNACLE FINL PARTNERS I3.2K shares166.67%2025-09-302025-11-14
TT TRANE TECHNOLOGIES PLC SHS676 shares0.00%2025-09-302025-11-14
NSC NORFOLK SOUTHN CORPORATION950 shares-1.25%2025-09-302025-11-14
APH AMPHENOL CORPORATION NEW CLASS A2.2K shares0.00%2025-09-302025-11-14
CRM SALESFORCE INC1.1K shares-82.37%2025-09-302025-11-14
VOO VANGUARD S&P 500 ETF428 shares1.42%2025-09-302025-11-14
SNOW SNOWFLAKE INC1.2K shares0.00%2025-09-302025-11-14
TSLA TESLA INC579 shares-77.55%2025-09-302025-11-14
USB US BANCORP DEL COM NEW5.2K shares-1.51%2025-09-302025-11-14
SA SEABRIDGE GOLD INC F10.3K shares0.00%2025-09-302025-11-14
SMBK SMARTFINL INC6.9K shares0.00%2025-09-302025-11-14
VGK VANGUARD FTSE EUROPE ETF3.1K shares-0.84%2025-09-302025-11-14
AMLP ALPS ALERIAN MLP ETF5.2K shares0.29%2025-09-302025-11-14
APO APOLLO GLOBAL MGMT INC N1.7K shares0.00%2025-09-302025-11-14
YUM YUM BRANDS INC1.5K shares0.40%2025-09-302025-11-14
HSY HERSHEY CO1.2K shares0.69%2025-09-302025-11-14
IJH ISHARES CORE S&P MID CAPETF3.3K shares0.00%2025-09-302025-11-14
PPL PPL CORP5.7K shares0.77%2025-09-302025-11-14
DFAU DIMENSIONAL US CORE EQUITY MARKT ETF4.6K shares0.00%2025-09-302025-11-14
DXJ WISDOMTREE JAPAN HEDGED EQUITY ETF1.6K shares0.00%2025-09-302025-11-14
INTC INTEL CORP6.1K shares-5.19%2025-09-302025-11-14
WMT WALMART INC2.0K shares0.35%2025-09-302025-11-14
IJK ISHARES S&P MID CAP 400 GRWTH ETF2.1K shares0.00%2025-09-302025-11-14
DIA SPDR DOW JONES INDUSTRIAL AVRG ETF433 shares30.03%2025-09-302025-11-14
V VISA INC CLASS A570 shares0.00%2025-09-302025-11-14
EEM ISHARES MSCI EMERGING MARKETS ETF3.6K shares-40.94%2025-09-302025-11-14
LOW LOWES COS INC761 shares0.00%2025-09-302025-11-14
SHV ISHARES SHORT TREASURY BOND ETF1.6K shares0.00%2025-09-302025-11-14
AXP AMERICAN EXPRESS CO528 shares131.58%2025-09-302025-11-14
DUK DUKE ENERGY CORP NEW1.4K shares0.22%2025-09-302025-11-14
CHKP CHECK POINT SOFTWARE TECH LIMITED ORD807 shares0.00%2025-09-302025-11-14
KGC KINROSS GOLD CORP F6.6K shares0.00%2025-09-302025-11-14
ETN EATON CORPORATION PLC SHS437 shares-1.58%2025-09-302025-11-14
CARR CARRIER GLOBAL CORPORATION2.7K shares1.33%2025-09-302025-11-14
EXC EXELON CORPORATION3.5K shares0.00%2025-09-302025-11-14
LIN LINDE PLC SHS333 shares0.00%2025-09-302025-11-14
DELL DELL TECHNOLOGIES INC CLASS C1.1K shares1.38%2025-09-302025-11-14
IBM INTERNATIONAL BUSINESS MACHINES553 shares-0.54%2025-09-302025-11-14
MSI MOTOROLA SOLUTIONS INCORPORATED COM NEW321 shares0.00%2025-09-302025-11-14
ACN ACCENTURE PLC IRELAND SHS CLASS A584 shares1.39%2025-09-302025-11-14
UNH UNITEDHEALTH GROUP INCORPORATED409 shares0.25%2025-09-302025-11-14
PG PROCTER & GAMBLE CO916 shares-0.11%2025-09-302025-11-14
IVE ISHARES S&P 500 VALUE ETF672 shares0.00%2025-09-302025-11-14
AZN ASTRAZENECA PLC SPONSORED ADR1.8K shares3.04%2025-09-302025-11-14
DFSU DIMENSIONAL US SUSTAINABLE CORE 1 ETF3.2K shares0.00%2025-09-302025-11-14
DHR DANAHER CORPORATION668 shares0.00%2025-09-302025-11-14
IBIT ISHARES BITCOIN ETF2.0K shares-73.11%2025-09-302025-11-14
COF CAPITAL ONE FINL CORP617 shares0.00%2025-09-302025-11-14
SONY SONY GROUP CORPORATION SPONSORED ADR4.5K shares0.00%2025-09-302025-11-14
EQX EQUINOX GOLD CORP F11.5K shares0.00%2025-09-302025-11-14
PANW PALO ALTO NETWORKS INC620 shares0.00%2025-09-302025-11-14
DIAX NUVEEN DOW 30 DYNMC OVERWRT FD SHS8.2K shares0.00%2025-09-302025-11-14
IWM ISHARES RUSSELL 2000 ETF497 shares0.00%2025-09-302025-11-14
SAP SAP SE SPON ADR446 shares-0.45%2025-09-302025-11-14
DFAC DIMENSIONAL U S CORE EQUITY 2 ETF3.1K shares0.00%2025-09-302025-11-14
VZ VERIZON COMMUNICATIONS I2.7K shares23.46%2025-09-302025-11-14
OTIS OTIS WORLDWIDE CORPORATION1.3K shares0.00%2025-09-302025-11-14
GDX VANECK GOLD MINERS ETF1.5K shares0.00%2025-09-302025-11-14
NXPI NXP SEMICONDUCTORS N V509 shares0.59%2025-09-302025-11-14
APP APPLOVIN CORP CLASS A160 shares-42.65%2025-09-302025-11-14
RGLD ROYAL GOLD INC563 shares0.00%2025-09-302025-11-14
PRU PRUDENTIAL FINL INC1.1K shares0.00%2025-09-302025-11-14
BXMX NUVEEN S&P 500 BUY-WRITE INCOM7.7K shares0.00%2025-09-302025-11-14
JNJ JOHNSON & JOHNSON596 shares4.20%2025-09-302025-11-14
IXN ISHARES GLOBAL TECH ETF1.1K shares0.00%2025-09-302025-11-14
IJR ISHARES CORE S&P SMALL CAP ETF909 shares0.00%2025-09-302025-11-14
BMY BRISTOL MYERS SQUIBB CO2.4K shares-1.37%2025-09-302025-11-14
GDXJ VANECK JUNIOR GOLD MINERS ETF1.1K shares5.85%2025-09-302025-11-14
COKE COCA COLA CONSOLIDAT873 sharesnew addition2025-09-302025-11-14
O REALTY INCOME CORPORATION REIT1.6K shares0.00%2025-09-302025-11-14
AUR AURORA INNOVATION INC CLASS A17.7K sharesnew addition2025-09-302025-11-14
CB CHUBB LIMITED336 shares-1.18%2025-09-302025-11-14
HD HOME DEPOT INCORPORATED233 shares3.56%2025-09-302025-11-14
MDT MEDTRONIC PLC SHS979 shares6.18%2025-09-302025-11-14
IEFA ISHARES TR CORE MSCI EAFE1.0K shares0.00%2025-09-302025-11-14
IVV ISHARES TR CORE S&P500 ETF135 shares0.00%2025-09-302025-11-14
IQV IQVIA HLDGS INCORPORATED466 shares2.87%2025-09-302025-11-14
UGI UGI CORPORATION NEW2.7K shares1.06%2025-09-302025-11-14
VWO VANGUARD FTSE EMERGING MARKETS ETF1.6K shares0.00%2025-09-302025-11-14
ALLW SPDR BRIDGEWATER ALL WEATHER ETF3.1K shares-6.11%2025-09-302025-11-14
ASML ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS87 sharesnew addition2025-09-302025-11-14
ECL ECOLAB INCORPORATED305 shares-14.08%2025-09-302025-11-14
VO VANGUARD MID CAP ETF281 shares0.00%2025-09-302025-11-14
DRI DARDEN RESTAURANTS INC433 shares0.00%2025-09-302025-11-14
OGS ONE GAS INC1.0K shares0.00%2025-09-302025-11-14
ADI ANALOG DEVICES INCORPORATED322 shares4.89%2025-09-302025-11-14
RCL ROYAL CARIBBEAN GROUP243 shares2.53%2025-09-302025-11-14
SNAP SNAP INC CLASS A10.0K shares100.00%2025-09-302025-11-14
TXN TEXAS INSTRS INCORPORATED417 shares2.21%2025-09-302025-11-14
ROK ROCKWELL AUTOMATION INCORPORATED219 shares2.34%2025-09-302025-11-14
CME CME GROUP INCORPORATED281 shares-0.35%2025-09-302025-11-14
GS GOLDMAN SACHS GROUP INC94 shares0.00%2025-09-302025-11-14
VB VANGUARD SMALL-CAP ETF295 shares0.00%2025-09-302025-11-14
OKE ONEOK INC NEW1.0K shares-1.85%2025-09-302025-11-14
PSX PHILLIPS 66534 shares2.10%2025-09-302025-11-14
CWB SPDR BLOOMBERG CONVRTBL SECRS ETF800 shares0.00%2025-09-302025-11-14
RF REGIONS FINL CORP NEW2.7K shares0.00%2025-09-302025-11-14
TMO THERMO FISHER SCIENTIFIC INCORPORATED146 shares0.00%2025-09-302025-11-14
IWO ISHARES TR RUS 2000 GRW ETF214 shares0.00%2025-09-302025-11-14
JCI JOHNSON CONTROLS INTERNATIONAL PLC SHS618 shares0.00%2025-09-302025-11-14
BLK BLACKROCK INC NEW57 shares-3.39%2025-09-302025-11-14
CAVA CAVA GROUP INC1.1K sharesnew addition2025-09-302025-11-14
T AT&T INC2.3K shares11.73%2025-09-302025-11-14
YUMC YUM CHINA HLDGS INC1.5K shares0.00%2025-09-302025-11-14
DFAI DIMENSIONAL INTERN CORE EQT MKT ETF1.8K shares0.00%2025-09-302025-11-14
FBTC FIDELITY WISE ORIGIN BITCOIN FUND637 shares-87.83%2025-09-302025-11-14
DIS DISNEY WALT CO555 shares0.00%2025-09-302025-11-14
FULT FULTON FINL CORPORATION PA3.4K shares0.92%2025-09-302025-11-14
IJT ISHARES TR S&P SML 600 GWT438 shares0.00%2025-09-302025-11-14
IWD ISHARES RUSSELL 1000 VALUE ETF304 shares0.00%2025-09-302025-11-14
IAU ISHARES GOLD TR ISHARES NEW828 shares0.00%2025-09-302025-11-14
RIO RIO TINTO PLC SPONSORED ADR905 shares0.00%2025-09-302025-11-14
APD AIR PRODUCTS & CHEMICALS INCORPORATED216 shares0.00%2025-09-302025-11-14
IMCB ISHARES MORNINGSTAR MID CAP ETF707 shares0.28%2025-09-302025-11-14
PLTR PALANTIR TECHNOLOGIES INCORPORATED CLASS A315 shares-70.42%2025-09-302025-11-14
CMI CUMMINS INCORPORATED135 shares2.27%2025-09-302025-11-14
CVX CHEVRON CORPORATION NEW355 shares-21.98%2025-09-302025-11-14
B BARRICK MNG CORP F1.7K shares5.83%2025-09-302025-11-14
WPM WHEATON PRECIOUS METAL F487 shares0.00%2025-09-302025-11-14
OXY OCCIDENTAL PETE CORP1.1K shares0.09%2025-09-302025-11-14
PIPR PIPER SANDLER COMPANIES151 shares0.00%2025-09-302025-11-14
BK BANK NEW YORK MELLON CORPORATION465 shares0.43%2025-09-302025-11-14
PNFPP PINNACLE FINANCIAL PARTNERS, INC. PFD2.0K sharesnew addition2025-09-302025-11-14
ASTE ASTEC INDS INC1.0K shares0.00%2025-09-302025-11-14
AGNC AGNC INVT CORP REIT5.0K shares0.00%2025-09-302025-11-14
NEE NEXTERA ENERGY INCORPORATED630 shares-0.16%2025-09-302025-11-14
VAW VANGUARD MATERIALS ETF224 shares0.00%2025-09-302025-11-14
GE GE AEROSPACE COM NEW151 shares0.00%2025-09-302025-11-14
CSCO CISCO SYS INC657 shares-0.61%2025-09-302025-11-14
FSLR FIRST SOLAR INC200 shares0.00%2025-09-302025-11-14
CMCSA COMCAST CORPORATION NEW CLASS A1.4K shares-17.63%2025-09-302025-11-14
FIS FIDELITY NATL INFORMATION SVCS654 shares-2.82%2025-09-302025-11-14
IPST HERITAGE DISTILLING HLDG52.5K shares0.00%2025-09-302025-11-14
AMD ADVANCED MICRO DEVICES INCORPORATED264 shares-76.41%2025-09-302025-11-14
HL HECLA MNG CO3.4K shares0.00%2025-09-302025-11-14
RYAAY RYANAIR HOLDINGS PLC SPONSORED ADR678 shares-0.29%2025-09-302025-11-14
ET ENERGY TRANSFER L P LP2.4K shares0.00%2025-09-302025-11-14
DAL DELTA AIR LINES INC DEL700 shares0.00%2025-09-302025-11-14
EWJ ISHARES INCORPORATED MSCI JPN ETF NEW487 shares0.00%2025-09-302025-11-14
IAUM ISHARES GOLD TR MICRO UNDIV BENF ETV996 shares0.00%2025-09-302025-11-14
BBY BEST BUY INCORPORATED485 shares-26.74%2025-09-302025-11-14
HALO HALOZYME THERAPEUTICS IN500 shares0.00%2025-09-302025-11-14
SCHB SCHWAB US BROAD MARKET ETF1.4K shares0.00%2025-09-302025-11-14
LLY ELI LILLY AND CO45 shares12.50%2025-09-302025-11-14
EBAY EBAY INC380 shares0.00%2025-09-302025-11-14
PH PARKER-HANNIFIN CORP45 shares0.00%2025-09-302025-11-14
BX BLACKSTONE INCORPORATED199 shares0.00%2025-09-302025-11-14
GDLC GRAYSCALE COINDESK CRYPTO 5 ETF599 shares0.00%2025-09-302025-11-14
PEG PUBLIC SVC ENTERPRISE GRP INCORPORATED399 shares0.00%2025-09-302025-11-14
FITE SPDR S&P KENSHO FUTURE SECURITY ETF387 shares-54.52%2025-09-302025-11-14
VGIT VANGUARD INTER-TERM TREAS INDEX FD543 sharesnew addition2025-09-302025-11-14
BKNG BOOKING HLDGS INC6 shares0.00%2025-09-302025-11-14
ISCV ISHARES TR MRNING SM CP ETF480 shares0.00%2025-09-302025-11-14
CEF SPROTT PHYSICAL GLD SLVR864 sharesnew addition2025-09-302025-11-14
AG FIRST MAJESTIC SILVER F2.6K shares0.00%2025-09-302025-11-14
VTI VANGUARD TOTAL STOCK MARKET ETF96 shares1.05%2025-09-302025-11-14
IJS ISHARES TR SP SMCP600VL ETF282 shares0.00%2025-09-302025-11-14
SSSS SURO CAPITAL CORP3.4K sharesnew addition2025-09-302025-11-14
BAC BANK OF AMERICA CORP597 shares-12.33%2025-09-302025-11-14
WELL WELLTOWER INC REIT172 shares-0.58%2025-09-302025-11-14
FSK FS KKR CAP CORPORATION2.0K shares0.00%2025-09-302025-11-14
OUNZ VANECK MERK GOLD ETF800 shares0.00%2025-09-302025-11-14
AMP AMERIPRISE FINL INC60 shares0.00%2025-09-302025-11-14
TFC TRUIST FINL CORP636 shares-0.78%2025-09-302025-11-14
CION CION INVT CORP3.1K shares0.00%2025-09-302025-11-14
MKL MARKEL GROUP INC15 sharesnew addition2025-09-302025-11-14
SNY SANOFI FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS600 shares128.14%2025-09-302025-11-14
F FORD MTR COMPANY2.4K shares0.98%2025-09-302025-11-14
MTB M & T BK CORPORATION140 shares0.00%2025-09-302025-11-14
IWN ISHARES TR RUS 2000 VAL ETF150 shares0.00%2025-09-302025-11-14
EPD ENTERPRISE PRODUCTS PARTNERS L P839 shares0.84%2025-09-302025-11-14
SLV ISHARES SILVER TRUST ETF610 shares0.00%2025-09-302025-11-14
MAIN MAIN STR CAP CORP400 shares0.00%2025-09-302025-11-14
GEV GE VERNOVA INC41 shares10.81%2025-09-302025-11-14
ALL ALLSTATE CORP114 shares0.00%2025-09-302025-11-14
HEI.A HEICO CORP NEW CLASS A95 sharesnew addition2025-09-302025-11-14
SAND SANDSTORM GOLD LTD F1.9K shares0.00%2025-09-302025-11-14
DFAX DIMENSIONAL WLD EX US CREQ 2 ETF759 shares0.00%2025-09-302025-11-14
BEPC BROOKFIELD RENEWABLE FCLASS A670 sharesnew addition2025-09-302025-11-14
WMB WILLIAMS COMPANIES INCORPORATED359 shares-15.53%2025-09-302025-11-14
PM PHILIP MORRIS INTERNATIONAL INCORPORATED140 shares0.72%2025-09-302025-11-14
UNM UNUM GROUP287 shares0.00%2025-09-302025-11-14
SO SOUTHERN CO231 shares0.00%2025-09-302025-11-14
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XOM EXXON MOBIL CORP177 shares0.57%2025-09-302025-11-14
VEA VANGUARD FTSE DEVELOPED MARKETS ETF322 shares0.00%2025-09-302025-11-14
TDG TRANSDIGM GROUP INC14 sharesnew addition2025-09-302025-11-14
STK COLUMBIA SELIGMAN PRM TE518 shares0.00%2025-09-302025-11-14
TSM TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS64 shares-8.57%2025-09-302025-11-14
GRAB GRAB HLDGS LTD FCLASS A3.0K shares0.00%2025-09-302025-11-14
XLE ENERGY SELECT SECTOR SPDR ETF199 shares0.00%2025-09-302025-11-14
TMUS T-MOBILE US INCORPORATED72 shares-6.49%2025-09-302025-11-14
POST POST HLDGS INC154 sharesnew addition2025-09-302025-11-14
HPE HEWLETT PACKARD ENTERPRISE COMPANY673 shares5.82%2025-09-302025-11-14
BA BOEING COMPANY75 shares87.50%2025-09-302025-11-14
AAL AMERICAN AIRLS GROUP INC1.4K shares0.00%2025-09-302025-11-14
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SPGI S&P GLOBAL INC32 shares3100.00%2025-09-302025-11-14
USO UNITED STATES OIL FUND, LP211 shares0.00%2025-09-302025-11-14
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NTR NUTRIEN LTD F263 shares4.78%2025-09-302025-11-14
COP CONOCOPHILLIPS163 shares19.85%2025-09-302025-11-14
GILD GILEAD SCIENCES INC135 shares0.00%2025-09-302025-11-14
IYG ISHARES US FINANCIAL SERETF165 shares0.00%2025-09-302025-11-14
UTL UNITIL CORP300 shares0.00%2025-09-302025-11-14
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FCX FREEPORT-MCMORAN INC354 shares0.00%2025-09-302025-11-14
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STWD STARWOOD PPTY TR INC REIT700 shares0.00%2025-09-302025-11-14
SBUX STARBUCKS CORPORATION155 shares12.32%2025-09-302025-11-14
EMR EMERSON ELEC COMPANY99 shares-16.81%2025-09-302025-11-14
JGH NUVEEN GLOBAL HIGH INCOME FD SHS900 shares0.00%2025-09-302025-11-14
KTOS KRATOS DEFENSE & SEC SOL125 shares25.00%2025-09-302025-11-14
MU MICRON TECHNOLOGY INCORPORATED68 shares-26.09%2025-09-302025-11-14
BHP BHP GROUP LTD FSPONSORED ADR 1 ADR REPS 2 ORD SHS200 sharesnew addition2025-09-302025-11-14
VIR VIR BIOTECHNOLOGY INC1.9K shares0.00%2025-09-302025-11-14
NOMD NOMAD FOODS LTD F841 sharesnew addition2025-09-302025-11-14
TJX TJX COMPANIES INCORPORATED NEW75 shares1.35%2025-09-302025-11-14
KLAC KLA CORPORATION COM NEW10 shares0.00%2025-09-302025-11-14
CFG CITIZENS FINL GROUP INCORPORATED200 shares-33.33%2025-09-302025-11-14
UL UNILEVER PLC SPON ADR NEW179 shares1.70%2025-09-302025-11-14
MO ALTRIA GROUP INC160 shares0.00%2025-09-302025-11-14
VHT VANGUARD HEALTH CARE ETF40 shares0.00%2025-09-302025-11-14
CRWD CROWDSTRIKE HLDGS INC CLASS A21 shares-97.77%2025-09-302025-11-14
COIN COINBASE GLOBAL INCORPORATED COM CLASS A30 shares0.00%2025-09-302025-11-14
PCEF INVESCO CEF INCOME COMPOSITE ETF500 shares0.00%2025-09-302025-11-14
IONS IONIS PHARMACEUTICALS IN150 shares0.00%2025-09-302025-11-14
QSR RESTAURANT BRANDS INTERNATIONAL INCORPORATED153 shares16.79%2025-09-302025-11-14
VDE VANGUARD ENERGY ETF77 shares0.00%2025-09-302025-11-14
KMI KINDER MORGAN INCORPORATED DEL331 shares-54.78%2025-09-302025-11-14
SNEX STONEX GROUP INC91 shares0.00%2025-09-302025-11-14
GAB GABELLI EQUITY TR INCORPORATED1.5K shares0.00%2025-09-302025-11-14
RPRX ROYALTY PHARMA PLC SHS CLASS A251 shares8.66%2025-09-302025-11-14
MCHP MICROCHIP TECHNOLOGY INCORPORATED.130 shares8.33%2025-09-302025-11-14
RACE FERRARI N V NEW F17 shares0.00%2025-09-302025-11-14
CNP CENTERPOINT ENERGY INCORPORATED209 shares-3.69%2025-09-302025-11-14
ODV OSISKO DEVELOPMENT CORPORATION COM NEW2.3K shares0.00%2025-09-302025-11-14
JFR NUVEEN FLOATING RATE INCOME FD965 shares0.00%2025-09-302025-11-14
DNP DNP SELECT INCOME FD INCORPORATED774 shares0.00%2025-09-302025-11-14
EXG EATON VANCE TAX-MANAGED GLOBAL850 shares0.00%2025-09-302025-11-14
ETR ENTERGY CORPORATION NEW83 shares0.00%2025-09-302025-11-14
EXPE EXPEDIA GROUP INC36 shares0.00%2025-09-302025-11-14
AMT AMERICAN TOWER CORPORATION NEW REIT40 shares2.56%2025-09-302025-11-14
MUB ISHARES TR NATIONAL MUN ETF72 shares2.86%2025-09-302025-11-14
VRT VERTIV HLDGS CO CLASS A50 shares0.00%2025-09-302025-11-14
TRIP TRIPADVISOR INC461 shares-0.43%2025-09-302025-11-14
TSCO TRACTOR SUPPLY COMPANY131 shares-2.24%2025-09-302025-11-14
BGY BLACKROCK ENHANCED INTL DIV TR COM BENE INTER1.3K shares0.00%2025-09-302025-11-14
HON HONEYWELL INTERNATIONAL INCORPORATED35 shares9.38%2025-09-302025-11-14
LRCX LAM RESEARCH CORPORATION COM NEW55 shares-38.89%2025-09-302025-11-14
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PFE PFIZER INC279 shares-53.88%2025-09-302025-11-14
AMGN AMGEN INCORPORATED25 shares-68.75%2025-09-302025-11-14
CCL CARNIVAL CORP F243 shares0.00%2025-09-302025-11-14
BP BP PLC SPONSORED ADR201 shares-22.09%2025-09-302025-11-14
BDX BECTON DICKINSON & COMPANY37 shares0.00%2025-09-302025-11-14
IEMG ISHARES CORE MSCI EMERGING ETF104 shares0.00%2025-09-302025-11-14
AXS AXIS CAP HLDGS LIMITED SHS71 shares1.43%2025-09-302025-11-14
CCEP COCA-COLA EUROPACIFIC PARTNERS SHS75 shares-12.79%2025-09-302025-11-14
KR KROGER COMPANY99 shares-7.48%2025-09-302025-11-14
PAYC PAYCOM SOFTWARE INCORPORATED32 shares23.08%2025-09-302025-11-14
JPC NUVEEN PREFERRED & INCOME OPPORTUNIT805 shares0.00%2025-09-302025-11-14
DASH DOORDASH INC CLASS A24 shares0.00%2025-09-302025-11-14
GD GENERAL DYNAMICS CORPORATION19 shares0.00%2025-09-302025-11-14
IDA IDACORP INCORPORATED49 shares0.00%2025-09-302025-11-14
JMUB JPMORGAN MUNICIPAL ETF127 shares0.00%2025-09-302025-11-14
CRH CRH PLC ORD52 shares0.00%2025-09-302025-11-14
CRC CALIFORNIA RES CORP117 shares0.00%2025-09-302025-11-14
ENB ENBRIDGE INC F122 shares0.00%2025-09-302025-11-14
QQQX NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS221 shares0.00%2025-09-302025-11-14
KD KYNDRYL HLDGS INCORPORATED COMMON STOCK199 shares0.00%2025-09-302025-11-14
PEP PEPSICO INCORPORATED42 shares0.00%2025-09-302025-11-14
CVS CVS HEALTH CORPORATION78 shares0.00%2025-09-302025-11-14
CMG CHIPOTLE MEXICAN GRILL I150 shares0.00%2025-09-302025-11-14
WPC W P CAREY INC REIT87 shares0.00%2025-09-302025-11-14
GPC GENUINE PARTS COMPANY42 shares110.00%2025-09-302025-11-14
AEP AMERICAN ELEC PWR CO INC51 shares-90.74%2025-09-302025-11-14
NVRI ENVIRI CORPORATION451 shares0.00%2025-09-302025-11-14
SCHG SCHWAB US LARGE CAP GROWTH ETF176 shares0.00%2025-09-302025-11-14
EQIX EQUINIX INCORPORATED REIT7 shares0.00%2025-09-302025-11-14
MET METLIFE INCORPORATED66 shares0.00%2025-09-302025-11-14
BLCN SIREN NASDAQ NEXGEN ECONOMY ETF196 shares0.00%2025-09-302025-11-14
MFC MANULIFE FINL CORPORATION173 shares8.13%2025-09-302025-11-14
PAYX PAYCHEX INCORPORATED40 shares-2.44%2025-09-302025-11-14
CBL CBL & ASSOC PPTYS INC165 shares0.00%2025-09-302025-11-14
ED CONSOLIDATED EDISON INC50 shares0.00%2025-09-302025-11-14
NVS NOVARTIS AG SPONSORED ADR39 shares-17.02%2025-09-302025-11-14
NWE NORTHWESTERN ENERGY GROUP INCORPORATED COM NEW85 shares39.34%2025-09-302025-11-14
NBIS NEBIUS GROUP N.V. SHS CLASS A44 sharesnew addition2025-09-302025-11-14
VICI VICI PPTYS INCORPORATED REIT151 shares-50.81%2025-09-302025-11-14
VMC VULCAN MATLS CO16 shares0.00%2025-09-302025-11-14
TAYD TAYLOR DEVICES INC100 shares0.00%2025-09-302025-11-14
HAS HASBRO INCORPORATED64 shares12.28%2025-09-302025-11-14
KMB KIMBERLY-CLARK CORPORATION39 shares0.00%2025-09-302025-11-14
PDT JOHN HANCOCK PREMIUM DIV359 shares0.00%2025-09-302025-11-14
NVO NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS86 shares48.28%2025-09-302025-11-14
MAA MID-AMER APT CMNTYS INCORPORATED REIT34 sharesnew addition2025-09-302025-11-14
USFD US FOODS HLDG CORPORATION62 shares0.00%2025-09-302025-11-14
MSM MSC INDL DIRECT INCORPORATED CLASS A51 shares0.00%2025-09-302025-11-14
IRM IRON MTN INCORPORATED DEL REIT46 shares0.00%2025-09-302025-11-14
DLR DIGITAL RLTY TR INCORPORATED REIT27 shares0.00%2025-09-302025-11-14
DKS DICKS SPORTING GOODS INCORPORATED21 sharesnew addition2025-09-302025-11-14
LYB LYONDELLBASELL INDUSTRIES N V SHS - A -95 shares-38.31%2025-09-302025-11-14
MCK MCKESSON CORPORATION6 shares0.00%2025-09-302025-11-14
DTEGY DEUTSCHE TELEKOM AG SPONSORED ADS135 shares0.00%2025-09-302025-11-14
SRE SEMPRA51 shares-1.92%2025-09-302025-11-14
EXPD EXPEDITORS INTERNATIONAL WASH INCORPORATED37 sharesnew addition2025-09-302025-11-14
OXY.WS OCCIDENTAL PETE C 27 WTSWARRANTS EXP 08/03/27177 shares0.00%2025-09-302025-11-14
OMC OMNICOM GROUP INCORPORATED55 shares0.00%2025-09-302025-11-14
SCHY SCHWAB INTERNATIONAL DIVIDND EQY ETF158 shares0.00%2025-09-302025-11-14
LPLA LPL FINL HLDGS INCORPORATED13 shares0.00%2025-09-302025-11-14
FE FIRSTENERGY CORPORATION94 shares11.90%2025-09-302025-11-14
AZO AUTOZONE INCORPORATED1 shares0.00%2025-09-302025-11-14
TEL TE CONNECTIVITY PLC ORD SHS19 sharesnew addition2025-09-302025-11-14
SYY SYSCO CORPORATION50 shares-9.09%2025-09-302025-11-14
FLEX FLEX LIMITED ORD71 shares-8.97%2025-09-302025-11-14
MGRC MCGRATH RENTCORP35 sharesnew addition2025-09-302025-11-14
ARE ALEXANDRIA REAL ESTATE EQ INCORPORATED REIT49 shares32.43%2025-09-302025-11-14
NTAP NETAPP INCORPORATED34 shares0.00%2025-09-302025-11-14
LMT LOCKHEED MARTIN CORPORATION8 shares33.33%2025-09-302025-11-14
EOG EOG RES INCORPORATED35 shares-73.88%2025-09-302025-11-14
AXAHY AXA SA SPONSORED ADR82 shares0.00%2025-09-302025-11-14
SIEGY SIEMENS A G SPONSORED ADR29 shares0.00%2025-09-302025-11-14
SCHD SCHWAB US DIVIDEND EQUITY ETF141 shares0.00%2025-09-302025-11-14
HBAN HUNTINGTON BANCSHARES INCORPORATED222 shares0.00%2025-09-302025-11-14
ORANY ORANGE SPONSORED ADR236 shares0.00%2025-09-302025-11-14
ALIZY ALLIANZ SE UNSPONSRD ADS91 shares12.35%2025-09-302025-11-14
URI UNITED RENTALS INCORPORATED4 shares0.00%2025-09-302025-11-14
AVT AVNET INCORPORATED72 shares-1.37%2025-09-302025-11-14
AES AES CORPORATION286 shares-21.43%2025-09-302025-11-14
GEHC GE HEALTHCARE TECHNOLOGIES INCORPORATED COMMON STOCK50 shares0.00%2025-09-302025-11-14
BKR BAKER HUGHES COMPANY CLASS A77 shares-33.62%2025-09-302025-11-14
IP INTERNATIONAL PAPER COMPANY80 shares207.69%2025-09-302025-11-14
UGA UNITED STATES GASOLINE ETF57 shares0.00%2025-09-302025-11-14
LAZ LAZARD INCORPORATED69 shares0.00%2025-09-302025-11-14
DTM DT MIDSTREAM INC32 shares0.00%2025-09-302025-11-14
WAB WABTEC18 shares0.00%2025-09-302025-11-14
CSGS CSG SYSTEMS INTERNATIONAL INCORPORATED56 shares24.44%2025-09-302025-11-14
AON AON PLC SHS CL A10 shares11.11%2025-09-302025-11-14
NI NISOURCE INCORPORATED82 shares0.00%2025-09-302025-11-14
AMAT APPLIED MATLS INCORPORATED17 shares0.00%2025-09-302025-11-14
GT GOODYEAR TIRE & RUBBER COMPANY465 shares0.00%2025-09-302025-11-14
RBLX ROBLOX CORPORATION CLASS A25 shares0.00%2025-09-302025-11-14
CHCT COMMUNITY HEALTHCARE TR225 shares0.00%2025-09-302025-11-14
FANG DIAMONDBACK ENERGY INCORPORATED24 shares0.00%2025-09-302025-11-14
ALB ALBEMARLE CORP42 shares0.00%2025-09-302025-11-14
FNF FIDELITY NATIONAL FINANCIAL IN COM SHS56 shares30.23%2025-09-302025-11-14
CTAS CINTAS CORP16 shares0.00%2025-09-302025-11-14
DGX QUEST DIAGNOSTICS INCORPORATED17 shares6.25%2025-09-302025-11-14
LYG LLOYDS BANKING GROUP PLC SPONSORED ADR710 shares0.00%2025-09-302025-11-14
BTI BRITISH AMERN TOB PLC SPONSORED ADR60 shares-4.76%2025-09-302025-11-14
NWL NEWELL BRANDS INCORPORATED604 shares1.17%2025-09-302025-11-14
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF22 shares0.00%2025-09-302025-11-14
TTC TORO COMPANY41 sharesnew addition2025-09-302025-11-14
OIH VANECK OIL SERVICES ETF12 shares0.00%2025-09-302025-11-14
RY ROYAL BK CDA21 shares31.25%2025-09-302025-11-14
SAN BANCO SANTANDER S.A. ADR292 sharesnew addition2025-09-302025-11-14
MKC MCCORMICK & CO INC45 shares1400.00%2025-09-302025-11-14
WBD WARNER BROS DISCOVERY IN154 shares-13.97%2025-09-302025-11-14
J JACOBS SOLUTIONS INCORPORATED20 shares0.00%2025-09-302025-11-14
KEYS KEYSIGHT TECHNOLOGIES INCORPORATED17 shares0.00%2025-09-302025-11-14
TXNM TXNM ENERGY INCORPORATED52 shares-30.67%2025-09-302025-11-14
NCV VIRTUS CONVERTIBLE & INCOME FD COM NEW196 shares0.00%2025-09-302025-11-14
GSK GSK PLC SPONSORED ADR68 shares0.00%2025-09-302025-11-14
NVX NOVONIX LTD F2.3K shares3.64%2025-09-302025-11-14
ANET ARISTA NETWORKS INCORPORATED COM SHS20 shares0.00%2025-09-302025-11-14
CPAY CORPAY INCORPORATED COM SHS10 shares0.00%2025-09-302025-11-14
KKPNY KONINKLIJKE KPN NV SPONSORED ADR593 shares-4.51%2025-09-302025-11-14
RELX RELX PLC SPONSORED ADR58 shares-1.69%2025-09-302025-11-14
DEO DIAGEO PLC SPON ADR NEW29 shares26.09%2025-09-302025-11-14
SKM SK TELECOM COMPANY LIMITED SPONSORED ADR128 shares20.75%2025-09-302025-11-14
WEC WEC ENERGY GROUP INCORPORATED24 shares26.32%2025-09-302025-11-14
SCHW SCHWAB CHARLES CORPORATION28 shares0.00%2025-09-302025-11-14
RCI ROGERS COMMUNICATIONS INCORPORATED CLASS B77 shares0.00%2025-09-302025-11-14
VIOO VANGUARD S&P SMALL-CAP 600 ETF24 shares0.00%2025-09-302025-11-14
CI THE CIGNA GROUP9 shares0.00%2025-09-302025-11-14
FDX FEDEX CORPORATION11 shares-15.38%2025-09-302025-11-14
DANOY DANONE SPONSORED ADR145 shares-6.45%2025-09-302025-11-14
WTRG ESSENTIAL UTILS INCORPORATED63 shares0.00%2025-09-302025-11-14
VONV VANGUARD RUSSELL 1000 VALUE ETF28 shares0.00%2025-09-302025-11-14
NCLH NORWEGIAN CRUISE LINE F100 shares0.00%2025-09-302025-11-14
LHX L3HARRIS TECHNOLOGIES INCORPORATED8 shares-88.06%2025-09-302025-11-14
CHRW C H ROBINSON WORLDWIDE INCORPORATED COM NEW18 shares0.00%2025-09-302025-11-14
PICK ISHARES INCORPORATED MSCI GBL ETF NEW53 shares0.00%2025-09-302025-11-14
VTWV VANGUARD RUSSELL 2000 VALUE ETF15 shares0.00%2025-09-302025-11-14
EXE EXPAND ENERGY CORPORATION22 shares0.00%2025-09-302025-11-14
KB KB FINL GROUP INCORPORATED SPONSORED ADR28 shares-3.45%2025-09-302025-11-14
WMG WARNER MUSIC GROUP CORPORATION COM CLASS A68 shares-1.45%2025-09-302025-11-14
TM TOYOTA MOTOR CORPORATION ADS12 shares0.00%2025-09-302025-11-14
EQNR EQUINOR ASA SPONSORED ADR93 shares0.00%2025-09-302025-11-14
CVE CENOVUS ENERGY INCORPORATED132 shares0.00%2025-09-302025-11-14
TRP TC ENERGY CORPORATION40 shares-2.44%2025-09-302025-11-14
AJG GALLAGHER ARTHUR J & COMPANY7 shares40.00%2025-09-302025-11-14
HUBB HUBBELL INCORPORATED5 shares66.67%2025-09-302025-11-14
COLB COLUMBIA BKG SYSTEMS INCORPORATED82 shares0.00%2025-09-302025-11-14
FNB F N B CORPORATION129 shares0.78%2025-09-302025-11-14
LDOS LEIDOS HOLDINGS INCORPORATED11 shares0.00%2025-09-302025-11-14
UPS UNITED PARCEL SERVICE INCORPORATED CLASS B24 shares-57.89%2025-09-302025-11-14
MPLX MPLX LP COM UNIT REP LTD40 shares0.00%2025-09-302025-11-14
PNW PINNACLE WEST CAP CORPORATION22 shares0.00%2025-09-302025-11-14
AN AUTONATION INCORPORATED9 shares-18.18%2025-09-302025-11-14
RS RELIANCE INCORPORATED7 shares40.00%2025-09-302025-11-14
REXR REXFORD INDL RLTY INCORPORATED REIT47 shares-6.00%2025-09-302025-11-14
Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available