The Analysis of WealthPlan Investment Management, LLC's Holdings
Currently, WealthPlan Investment Management, LLC holds 335 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in BIL (+312.3K shares, valued at $28.7M), IVV (+29.5K shares, valued at $19.7M), MINT (+118.3K shares, valued at $11.9M); decreased their positions in SPYM (-132.0K shares, valued at $10.3M), IUSB (-211.7K shares, valued at $9.9M), SCHG (-185.5K shares, valued at $5.9M); initiated new positions in BIL (+312.3K shares, valued at $28.7M), MINT (+118.3K shares, valued at $11.9M), BDEC (+236.1K shares, valued at $11.3M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC386.4K shares-1.29%2025-09-302025-10-27
VTI VANGUARD INDEX FDS183.2K shares6.92%2025-09-302025-10-27 BRK.B BERKSHIRE HATHAWAY INC DEL60.6K shares3.29%2025-09-302025-10-27 NVDA NVIDIA CORPORATION156.1K shares-12.86%2025-09-302025-10-27 BIL SPDR SERIES TRUST312.3K sharesnew addition2025-09-302025-10-27 GOOG ALPHABET INC115.0K shares-6.26%2025-09-302025-10-27 IVV ISHARES TR39.8K shares284.53%2025-09-302025-10-27 SCHF SCHWAB STRATEGIC TR1.0M shares3.46%2025-09-302025-10-27 SPAB SPDR SERIES TRUST857.8K shares5.53%2025-09-302025-10-27 BUFR FIRST TR EXCHNG TRADED FD VI649.0K shares-0.23%2025-09-302025-10-27 IEMG ISHARES INC325.2K shares21.02%2025-09-302025-10-27 CASY CASEYS GEN STORES INC37.1K shares-4.84%2025-09-302025-10-27 HEQT SIMPLIFY EXCHANGE TRADED FUN653.9K shares-0.70%2025-09-302025-10-27 WMT WALMART INC193.9K shares-1.84%2025-09-302025-10-27 IVE ISHARES TR95.2K shares-12.02%2025-09-302025-10-27 DGRO ISHARES TR285.3K shares-15.99%2025-09-302025-10-27 FLBL FRANKLIN TEMPLETON ETF TR750.3K shares1.99%2025-09-302025-10-27 AMZN AMAZON COM INC81.6K shares-0.87%2025-09-302025-10-27 MSFT MICROSOFT CORP34.2K shares-18.56%2025-09-302025-10-27 CLOI VANECK ETF TRUST323.8K shares3.62%2025-09-302025-10-27 ABBV ABBVIE INC73.9K shares-4.98%2025-09-302025-10-27 META META PLATFORMS INC23.0K shares0.23%2025-09-302025-10-27 COST COSTCO WHSL CORP NEW18.1K shares-8.09%2025-09-302025-10-27 AVEM AMERICAN CENTY ETF TR223.5K shares22.91%2025-09-302025-10-27 FTLS FIRST TR EXCH TRADED FD III216.4K shares0.20%2025-09-302025-10-27 HELO J P MORGAN EXCHANGE TRADED F231.5K shares11.26%2025-09-302025-10-27 CVX CHEVRON CORP NEW95.1K shares-1.87%2025-09-302025-10-27 IGRO ISHARES TR177.9K shares8.59%2025-09-302025-10-27 HIGH SIMPLIFY EXCHANGE TRADED FUN559.7K shares0.65%2025-09-302025-10-27 JNJ JOHNSON & JOHNSON69.2K shares-1.29%2025-09-302025-10-27 COWZ PACER FDS TR223.1K shares10.59%2025-09-302025-10-27 AGOX STARBOARD INVT TR410.3K shares6.85%2025-09-302025-10-27 UDEC INNOVATOR ETFS TRUST326.2K shares6.60%2025-09-302025-10-27 MSM MSC INDL DIRECT INC135.7K shares-4.43%2025-09-302025-10-27 EMR EMERSON ELEC CO91.6K shares-5.04%2025-09-302025-10-27 PEP PEPSICO INC85.0K shares-2.43%2025-09-302025-10-27 MBSF VALUED ADVISERS TR467.5K shares5.12%2025-09-302025-10-27 MINT PIMCO ETF TR118.3K sharesnew addition2025-09-302025-10-27 MA MASTERCARD INCORPORATED20.9K shares-3.65%2025-09-302025-10-27 IBM INTERNATIONAL BUSINESS MACHS41.2K shares-5.60%2025-09-302025-10-27 DECT AIM ETF PRODUCTS TRUST325.7K shares765.52%2025-09-302025-10-27 GAUG FIRST TR EXCHNG TRADED FD VI298.0K shares23.57%2025-09-302025-10-27 UMAR INNOVATOR ETFS TRUST292.6K shares24.93%2025-09-302025-10-27 JPM JPMORGAN CHASE & CO.36.1K shares-3.93%2025-09-302025-10-27 JIRE J P MORGAN EXCHANGE TRADED F154.8K shares359.87%2025-09-302025-10-27 BDEC INNOVATOR ETFS TRUST236.1K sharesnew addition2025-09-302025-10-27 GPC GENUINE PARTS CO78.5K shares-2.59%2025-09-302025-10-27 AMGN AMGEN INC38.1K shares-5.40%2025-09-302025-10-27 FLTR VANECK ETF TRUST419.9K shares3.76%2025-09-302025-10-27 LMT LOCKHEED MARTIN CORP20.8K shares2.48%2025-09-302025-10-27 GGG GRACO INC121.9K shares-5.67%2025-09-302025-10-27 EPS WISDOMTREE TR150.0K shares425.56%2025-09-302025-10-27 LECO LINCOLN ELEC HLDGS INC43.6K shares-6.05%2025-09-302025-10-27 TSN TYSON FOODS INC189.3K shares-2.36%2025-09-302025-10-27 VZ VERIZON COMMUNICATIONS INC231.1K shares-2.26%2025-09-302025-10-27 MOAT VANECK ETF TRUST101.0K shares3.61%2025-09-302025-10-27 BRK.A BERKSHIRE HATHAWAY INC DEL13 shares0.00%2025-09-302025-10-27 VMI VALMONT INDS INC24.6K shares0.24%2025-09-302025-10-27 RPM RPM INTL INC80.0K shares-3.51%2025-09-302025-10-27 BRO BROWN & BROWN INC99.1K shares-1.75%2025-09-302025-10-27 TDV PROSHARES TR105.2K shares5.68%2025-09-302025-10-27 NUE NUCOR CORP67.1K shares-2.57%2025-09-302025-10-27 TXN TEXAS INSTRS INC48.9K shares-8.30%2025-09-302025-10-27 O REALTY INCOME CORP147.2K shares-1.39%2025-09-302025-10-27 JAVA J P MORGAN EXCHANGE TRADED F124.8K shares481.67%2025-09-302025-10-27 JGRO J P MORGAN EXCHANGE TRADED F91.7K shares487.29%2025-09-302025-10-27 APD AIR PRODS & CHEMS INC31.5K shares-2.73%2025-09-302025-10-27 JGLO J P MORGAN EXCHANGE TRADED F126.3K shares383.87%2025-09-302025-10-27 SPYG SPDR SERIES TRUST79.3K shares3.16%2025-09-302025-10-27 CFR CULLEN FROST BANKERS INC62.0K shares-1.72%2025-09-302025-10-27 JCPB J P MORGAN EXCHANGE TRADED F158.9K shares239.22%2025-09-302025-10-27 TMO THERMO FISHER SCIENTIFIC INC15.5K shares-4.74%2025-09-302025-10-27 ICOW PACER FDS TR188.1K shares3.40%2025-09-302025-10-27 AZN ASTRAZENECA PLC86.0K shares0.12%2025-09-302025-10-27 SCHX SCHWAB STRATEGIC TR246.8K shares-1.30%2025-09-302025-10-27 GOOGL ALPHABET INC26.7K shares0.16%2025-09-302025-10-27 AGG ISHARES TR64.1K shares1333.38%2025-09-302025-10-27 NKE NIKE INC91.5K shares-2.18%2025-09-302025-10-27 DOV DOVER CORP38.1K shares-3.43%2025-09-302025-10-27 SPY SPDR S&P 500 ETF TR9.5K shares-4.85%2025-09-302025-10-27 FTSM FIRST TR EXCHANGE-TRADED FD102.4K shares5.27%2025-09-302025-10-27 TSLA TESLA INC13.2K shares-3.51%2025-09-302025-10-27 BX BLACKSTONE INC34.3K shares-4.00%2025-09-302025-10-27 PLTR PALANTIR TECHNOLOGIES INC31.8K shares-16.77%2025-09-302025-10-27 SEMI COLUMBIA ETF TR I183.3K shares-1.82%2025-09-302025-10-27 ALB ALBEMARLE CORP67.5K shares-1.55%2025-09-302025-10-27 IEFA ISHARES TR61.0K shares397.43%2025-09-302025-10-27 SPGI S&P GLOBAL INC10.0K shares-2.83%2025-09-302025-10-27 STZ CONSTELLATION BRANDS INC34.9K shares-5.36%2025-09-302025-10-27 BOXX EA SERIES TRUST39.7K shares-12.01%2025-09-302025-10-27 LNG CHENIERE ENERGY INC18.6K shares-20.24%2025-09-302025-10-27 SPYD SPDR SERIES TRUST98.4K shares-34.17%2025-09-302025-10-27 ADBE ADOBE INC12.2K shares7.23%2025-09-302025-10-27 SCHD SCHWAB STRATEGIC TR155.4K shares-40.95%2025-09-302025-10-27 AVGO BROADCOM INC12.7K shares-24.10%2025-09-302025-10-27 JMEE J P MORGAN EXCHANGE TRADED F65.9K shares455.12%2025-09-302025-10-27 QQQ INVESCO QQQ TR6.9K shares-0.09%2025-09-302025-10-27 XOM EXXON MOBIL CORP34.8K shares2.31%2025-09-302025-10-27 ESGU ISHARES TR25.8K shares-1.28%2025-09-302025-10-27 IVW ISHARES TR30.1K shares0.62%2025-09-302025-10-27 JFLX J P MORGAN EXCHANGE TRADED F68.1K sharesnew addition2025-09-302025-10-27 ROP ROPER TECHNOLOGIES INC6.8K shares-3.65%2025-09-302025-10-27 ANET ARISTA NETWORKS INC22.6K sharesnew addition2025-09-302025-10-27 AOS SMITH A O CORP44.3K shares-1.43%2025-09-302025-10-27 BBUS J P MORGAN EXCHANGE TRADED F25.3K shares-26.87%2025-09-302025-10-27 VLTO VERALTO CORP28.4K shares-2.71%2025-09-302025-10-27 GBTC GRAYSCALE BITCOIN TRUST ETF32.1K shares-0.75%2025-09-302025-10-27 AGGY WISDOMTREE TR63.7K shares2.29%2025-09-302025-10-27 UNP UNION PAC CORP11.8K shares-6.48%2025-09-302025-10-27 CAT CATERPILLAR INC5.5K shares-8.83%2025-09-302025-10-27 ASTS AST SPACEMOBILE INC52.6K shares1.88%2025-09-302025-10-27 ORCL ORACLE CORP8.8K shares-33.70%2025-09-302025-10-27 DGRW WISDOMTREE TR27.9K shares-6.88%2025-09-302025-10-27 JHID JOHN HANCOCK EXCHANGE TRADED68.3K shares5.60%2025-09-302025-10-27 SNPS SYNOPSYS INC4.9K shares-9.95%2025-09-302025-10-27 IWM ISHARES TR10.0K shares-51.51%2025-09-302025-10-27 INTC INTEL CORP71.8K shares0.41%2025-09-302025-10-27 KTOS KRATOS DEFENSE & SEC SOLUTIO26.3K shares-27.07%2025-09-302025-10-27 GEV GE VERNOVA INC3.8K shares290.44%2025-09-302025-10-27 IVLU ISHARES TR64.1K shares-0.36%2025-09-302025-10-27 XLG INVESCO EXCHANGE TRADED FD T38.6K shares0.00%2025-09-302025-10-27 TDIV FIRST TR EXCHANGE TRADED FD22.3K shares-10.06%2025-09-302025-10-27 SPTM SPDR SERIES TRUST27.2K shares0.83%2025-09-302025-10-27 NFLX NETFLIX INC1.8K shares-1.52%2025-09-302025-10-27 LOW LOWES COS INC8.6K shares1.16%2025-09-302025-10-27 EFG ISHARES TR18.3K shares-52.01%2025-09-302025-10-27 HYLB DBX ETF TR56.1K shares294.62%2025-09-302025-10-27 TLT ISHARES TR23.2K shares-8.05%2025-09-302025-10-27 QUAL ISHARES TR10.5K shares-72.72%2025-09-302025-10-27 PJAN INNOVATOR ETFS TRUST44.0K shares-0.03%2025-09-302025-10-27 DTH WISDOMTREE TR40.8K shares-4.04%2025-09-302025-10-27 FBTC FIDELITY WISE ORIGIN BITCOIN19.8K shares35.83%2025-09-302025-10-27 OUSA ALPS ETF TR34.7K shares-2.46%2025-09-302025-10-27 JEPI J P MORGAN EXCHANGE TRADED F32.9K shares1.30%2025-09-302025-10-27 UBER UBER TECHNOLOGIES INC18.4K shares0.44%2025-09-302025-10-27 GS GOLDMAN SACHS GROUP INC2.2K shares3.76%2025-09-302025-10-27 LULU LULULEMON ATHLETICA INC9.7K shares-2.33%2025-09-302025-10-27 GLD SPDR GOLD TR4.8K shares-0.78%2025-09-302025-10-27 PFE PFIZER INC66.6K shares0.82%2025-09-302025-10-27 TLH ISHARES TR15.9K shares145.92%2025-09-302025-10-27 PM PHILIP MORRIS INTL INC10.1K shares7.47%2025-09-302025-10-27 IWN ISHARES TR9.2K shares5.42%2025-09-302025-10-27 ETN EATON CORP PLC4.3K shares369.90%2025-09-302025-10-27 REGL PROSHARES TR18.8K shares-1.25%2025-09-302025-10-27 OUSM ALPS ETF TR35.4K shares-2.07%2025-09-302025-10-27 LLY ELI LILLY & CO2.0K shares-38.35%2025-09-302025-10-27 COIN COINBASE GLOBAL INC4.6K sharesnew addition2025-09-302025-10-27 V VISA INC4.5K shares5.05%2025-09-302025-10-27 JPIE J P MORGAN EXCHANGE TRADED F32.6K sharesnew addition2025-09-302025-10-27 DEM WISDOMTREE TR32.9K shares-1.76%2025-09-302025-10-27 VOO VANGUARD INDEX FDS2.5K shares11.34%2025-09-302025-10-27 DNL WISDOMTREE TR36.9K shares-0.62%2025-09-302025-10-27 NEAR ISHARES U S ETF TR28.8K shares-4.91%2025-09-302025-10-27 CMF ISHARES TR25.6K shares-20.40%2025-09-302025-10-27 AVIG AMERICAN CENTY ETF TR34.1K shares5.99%2025-09-302025-10-27 NOC NORTHROP GRUMMAN CORP2.3K shares63.23%2025-09-302025-10-27 CATX PERSPECTIVE THERAPEUTICS INC404.1K shares0.75%2025-09-302025-10-27 OEF ISHARES TR4.2K shares-53.17%2025-09-302025-10-27 DELL DELL TECHNOLOGIES INC9.8K shares-8.79%2025-09-302025-10-27 PG PROCTER AND GAMBLE CO8.9K shares-9.40%2025-09-302025-10-27 HD HOME DEPOT INC3.3K shares5.14%2025-09-302025-10-27 MCD MCDONALDS CORP4.4K shares-14.36%2025-09-302025-10-27 EFV ISHARES TR19.0K shares-71.75%2025-09-302025-10-27 IYW ISHARES TR6.5K shares-64.03%2025-09-302025-10-27 ARCC ARES CAPITAL CORP61.3K shares-1.63%2025-09-302025-10-27 ZLAB ZAI LAB LTD36.8K shares0.00%2025-09-302025-10-27 VRT VERTIV HOLDINGS CO8.3K shares-0.65%2025-09-302025-10-27 NVS NOVARTIS AG9.4K shares0.86%2025-09-302025-10-27 GOLF ACUSHNET HLDGS CORP15.3K shares0.31%2025-09-302025-10-27 MRK MERCK & CO INC14.1K shares1.30%2025-09-302025-10-27 IUSB ISHARES TR25.1K shares-89.40%2025-09-302025-10-27 MKL MARKEL GROUP INC597 shares5.66%2025-09-302025-10-27 JMUB J P MORGAN EXCHANGE TRADED F22.2K sharesnew addition2025-09-302025-10-27 TSM TAIWAN SEMICONDUCTOR MFG LTD3.9K shares-0.66%2025-09-302025-10-27 SPYM SPDR SERIES TRUST13.9K shares-90.45%2025-09-302025-10-27 XLK SELECT SECTOR SPDR TR3.8K shares11.40%2025-09-302025-10-27 PRF INVESCO EXCHANGE TRADED FD T23.1K shares-0.80%2025-09-302025-10-27 VIG VANGUARD SPECIALIZED FUNDS4.7K shares-7.54%2025-09-302025-10-27 SDVY FIRST TR EXCHANGE-TRADED FD26.1K shares-28.82%2025-09-302025-10-27 NTSX WISDOMTREE TR18.1K shares53.60%2025-09-302025-10-27 WFC WELLS FARGO CO NEW11.5K shares-0.95%2025-09-302025-10-27 DYNF BLACKROCK ETF TRUST15.6K shares-84.31%2025-09-302025-10-27 MRCP PGIM ROCK ETF TR29.3K shares2.79%2025-09-302025-10-27 ABT ABBOTT LABS6.6K shares1.99%2025-09-302025-10-27 ITOT ISHARES TR6.0K shares-0.17%2025-09-302025-10-27 BJAN INNOVATOR ETFS TRUST16.1K sharesnew addition2025-09-302025-10-27 DJD INVESCO EXCHANGE TRADED FD T15.4K shares-4.99%2025-09-302025-10-27 HIMS HIMS & HERS HEALTH INC15.0K shares-8.81%2025-09-302025-10-27 ISRG INTUITIVE SURGICAL INC1.9K shares0.00%2025-09-302025-10-27 IEV ISHARES TR12.4K shares-0.96%2025-09-302025-10-27 C CITIGROUP INC7.9K shares7.80%2025-09-302025-10-27 BKE BUCKLE INC13.4K shares-4.43%2025-09-302025-10-27 XSOE WISDOMTREE TR20.7K shares-72.26%2025-09-302025-10-27 IWB ISHARES TR2.1K shares0.00%2025-09-302025-10-27 DIA SPDR DOW JONES INDL AVERAGE1.7K shares3.81%2025-09-302025-10-27 ADP AUTOMATIC DATA PROCESSING IN2.6K shares-19.78%2025-09-302025-10-27 SUSL ISHARES TR6.4K shares-1.44%2025-09-302025-10-27 FSCO FS CREDIT OPPORTUNITIES CORP107.7K shares-7.98%2025-09-302025-10-27 WPC WP CAREY INC10.8K shares-6.31%2025-09-302025-10-27 SCHA SCHWAB STRATEGIC TR26.0K shares-2.82%2025-09-302025-10-27 SPMD SPDR SERIES TRUST12.4K shares-2.40%2025-09-302025-10-27 BAC BANK AMERICA CORP13.6K shares1.85%2025-09-302025-10-27 FDEC FIRST TR EXCHNG TRADED FD VI13.9K sharesnew addition2025-09-302025-10-27 KO COCA COLA CO10.3K shares-2.18%2025-09-302025-10-27 CRWD CROWDSTRIKE HLDGS INC1.4K shares-2.05%2025-09-302025-10-27 OSCR OSCAR HEALTH INC35.4K shares7.06%2025-09-302025-10-27 IWP ISHARES TR4.7K shares-39.53%2025-09-302025-10-27 XHLF BONDBLOXX ETF TRUST12.7K shares0.06%2025-09-302025-10-27 FEX FIRST TR EXCHANGE-TRADED ALP5.4K shares10.53%2025-09-302025-10-27 SGOL ETFS GOLD TR16.9K shares22.86%2025-09-302025-10-27 DUK DUKE ENERGY CORP NEW5.0K shares1.44%2025-09-302025-10-27 REET ISHARES TR24.0K shares-0.99%2025-09-302025-10-27 SCHG SCHWAB STRATEGIC TR18.5K shares-90.93%2025-09-302025-10-27 UMBF UMB FINL CORP4.9K shares-3.34%2025-09-302025-10-27 VUG VANGUARD INDEX FDS1.2K shares0.41%2025-09-302025-10-27 SCHE SCHWAB STRATEGIC TR17.2K shares-6.53%2025-09-302025-10-27 AEP AMERICAN ELEC PWR CO INC4.9K shares0.22%2025-09-302025-10-27 SPHY SPDR SERIES TRUST23.2K shares-33.42%2025-09-302025-10-27 RR RICHTECH ROBOTICS INC128.1K shares-11.23%2025-09-302025-10-27 NJAN INNOVATOR ETFS TRUST10.3K shares13.26%2025-09-302025-10-27 HON HONEYWELL INTL INC2.6K shares-24.45%2025-09-302025-10-27 EMXC ISHARES INC8.0K shares-73.60%2025-09-302025-10-27 SCHP SCHWAB STRATEGIC TR19.7K shares-1.47%2025-09-302025-10-27 VGT VANGUARD WORLD FD691 shares-15.63%2025-09-302025-10-27 SCHW SCHWAB CHARLES CORP5.4K shares5.30%2025-09-302025-10-27 DFEB FIRST TR EXCHNG TRADED FD VI10.8K shares-2.56%2025-09-302025-10-27 MO ALTRIA GROUP INC7.6K shares2.58%2025-09-302025-10-27 CEG CONSTELLATION ENERGY CORP1.5K shares1.09%2025-09-302025-10-27 RPV INVESCO EXCHANGE TRADED FD T4.9K shares0.00%2025-09-302025-10-27 DE DEERE & CO1.1K shares0.19%2025-09-302025-10-27 XFIV BONDBLOXX ETF TRUST9.6K shares0.82%2025-09-302025-10-27 SPEM SPDR INDEX SHS FDS10.1K shares0.00%2025-09-302025-10-27 SFLR INNOVATOR ETFS TRUST12.9K shares-18.96%2025-09-302025-10-27 VTV VANGUARD INDEX FDS2.4K shares0.41%2025-09-302025-10-27 USMV ISHARES TR4.8K shares-6.23%2025-09-302025-10-27 PWZ INVESCO EXCH TRADED FD TR II18.9K shares-21.08%2025-09-302025-10-27 TMUS T-MOBILE US INC1.9K shares0.65%2025-09-302025-10-27 SCHZ SCHWAB STRATEGIC TR18.9K shares-7.85%2025-09-302025-10-27 DHR DANAHER CORPORATION2.2K shares-3.50%2025-09-302025-10-27 VV VANGUARD INDEX FDS1.4K shares0.21%2025-09-302025-10-27 SPDW SPDR INDEX SHS FDS10.2K shares0.00%2025-09-302025-10-27 F FORD MTR CO36.1K shares0.86%2025-09-302025-10-27 XSVN BONDBLOXX ETF TRUST8.9K shares0.17%2025-09-302025-10-27 PFEB INNOVATOR ETFS TRUST10.7K shares-1.96%2025-09-302025-10-27 HYD VANECK ETF TRUST7.8K sharesnew addition2025-09-302025-10-27 SCHI SCHWAB STRATEGIC TR17.1K shares-2.92%2025-09-302025-10-27 IGM ISHARES TR3.1K shares0.00%2025-09-302025-10-27 TRV TRAVELERS COMPANIES INC1.4K shares-1.34%2025-09-302025-10-27 PMAY INNOVATOR ETFS TRUST9.8K shares-1.27%2025-09-302025-10-27 VBK VANGUARD INDEX FDS1.2K shares-0.24%2025-09-302025-10-27 BMY BRISTOL-MYERS SQUIBB CO8.0K shares-27.50%2025-09-302025-10-27 GILD GILEAD SCIENCES INC3.2K shares4.25%2025-09-302025-10-27 IAU ISHARES GOLD TR4.9K shares-80.88%2025-09-302025-10-27 SPOT SPOTIFY TECHNOLOGY S A513 shares5.77%2025-09-302025-10-27 SHOP SHOPIFY INC2.4K shares-34.20%2025-09-302025-10-27 EYLD CAMBRIA ETF TR9.4K shares-2.20%2025-09-302025-10-27 BLK BLACKROCK INC300 shares13.64%2025-09-302025-10-27 CMCSA COMCAST CORP NEW11.1K shares8.43%2025-09-302025-10-27 T AT&T INC12.3K shares2.41%2025-09-302025-10-27 CHRW C H ROBINSON WORLDWIDE INC2.6K shares0.61%2025-09-302025-10-27 VEU VANGUARD INTL EQUITY INDEX F4.8K shares-0.33%2025-09-302025-10-27 EMB ISHARES TR3.6K shares-60.41%2025-09-302025-10-27 FDX FEDEX CORP1.5K shares1.04%2025-09-302025-10-27 XUSP INNOVATOR ETFS TRUST7.4K shares0.00%2025-09-302025-10-27 MAGS LISTED FDS TR5.2K shares-13.36%2025-09-302025-10-27 LIF LIFE360 INC3.2K shares-69.92%2025-09-302025-10-27 CINF CINCINNATI FINL CORP2.1K shares0.62%2025-09-302025-10-27 SMCI SUPER MICRO COMPUTER INC6.9K shares4.63%2025-09-302025-10-27 BTC GRAYSCALE BITCOIN MINI TR ET6.5K shares0.00%2025-09-302025-10-27 DLN WISDOMTREE TR3.7K sharesnew addition2025-09-302025-10-27 LW LAMB WESTON HLDGS INC5.5K shares0.31%2025-09-302025-10-27 SPYV SPDR SERIES TRUST5.8K shares1.00%2025-09-302025-10-27 XLI SELECT SECTOR SPDR TR2.1K shares-9.39%2025-09-302025-10-27 VXUS VANGUARD STAR FDS4.3K sharesnew addition2025-09-302025-10-27 SLV ISHARES SILVER TR7.3K shares-0.50%2025-09-302025-10-27 PAUG INNOVATOR ETFS TRUST7.3K sharesnew addition2025-09-302025-10-27 GE GE AEROSPACE1.0K shares-11.58%2025-09-302025-10-27 NVR NVR INC38 shares0.00%2025-09-302025-10-27 MDLZ MONDELEZ INTL INC4.7K shares0.98%2025-09-302025-10-27 GM GENERAL MTRS CO4.6K shares1.04%2025-09-302025-10-27 LYV LIVE NATION ENTERTAINMENT IN1.7K sharesnew addition2025-09-302025-10-27 MSTR STRATEGY INC858 shares25.26%2025-09-302025-10-27 CMC COMMERCIAL METALS CO4.8K shares0.00%2025-09-302025-10-27 MINO PIMCO ETF TR6.1K shares-3.07%2025-09-302025-10-27 BND VANGUARD BD INDEX FDS3.7K shares2.40%2025-09-302025-10-27 VYM VANGUARD WHITEHALL FDS1.9K shares-2.08%2025-09-302025-10-27 IJT ISHARES TR1.9K shares0.00%2025-09-302025-10-27 UNH UNITEDHEALTH GROUP INC757 shares-34.00%2025-09-302025-10-27 IJH ISHARES TR4.0K shares0.81%2025-09-302025-10-27 GNMA ISHARES TR5.9K shares-0.20%2025-09-302025-10-27 WM WASTE MGMT INC DEL1.2K shares-0.09%2025-09-302025-10-27 MPC MARATHON PETE CORP1.3K shares1.00%2025-09-302025-10-27 NOW SERVICENOW INC275 shares18.53%2025-09-302025-10-27 UTRE RBB FD INC5.1K shares0.00%2025-09-302025-10-27 OBIL RBB FD INC5.0K shares0.00%2025-09-302025-10-27 DIS DISNEY WALT CO2.1K shares-13.04%2025-09-302025-10-27 KBWB INVESCO EXCH TRADED FD TR II3.1K shares-2.33%2025-09-302025-10-27 AIQ GLOBAL X FDS4.9K sharesnew addition2025-09-302025-10-27 RODM LATTICE STRATEGIES TR6.7K shares-1.56%2025-09-302025-10-27 DDEC FIRST TR EXCHNG TRADED FD VI5.4K shares-5.21%2025-09-302025-10-27 VLUE ISHARES TR1.9K shares-2.67%2025-09-302025-10-27 ALL ALLSTATE CORP1.1K shares0.36%2025-09-302025-10-27 AMD ADVANCED MICRO DEVICES INC1.4K shares-20.95%2025-09-302025-10-27 BSX BOSTON SCIENTIFIC CORP2.3K shares1.55%2025-09-302025-10-27 PCAR PACCAR INC2.3K shares0.26%2025-09-302025-10-27 PJUN INNOVATOR ETFS TRUST5.4K shares0.00%2025-09-302025-10-27 XLE SELECT SECTOR SPDR TR2.5K shares-28.46%2025-09-302025-10-27 RPG INVESCO EXCHANGE TRADED FD T4.7K shares0.11%2025-09-302025-10-27 MNST MONSTER BEVERAGE CORP NEW3.3K sharesnew addition2025-09-302025-10-27 GMUB GOLDMAN SACHS ETF TR4.3K sharesnew addition2025-09-302025-10-27 JEPQ J P MORGAN EXCHANGE TRADED F3.8K sharesnew addition2025-09-302025-10-27 SYY SYSCO CORP2.7K shares-15.71%2025-09-302025-10-27 MTUM ISHARES TR851 shares-87.75%2025-09-302025-10-27 IEF ISHARES TR2.3K shares0.00%2025-09-302025-10-27 DIAL COLUMBIA ETF TR I11.8K shares0.00%2025-09-302025-10-27 PDEC INNOVATOR ETFS TRUST5.1K shares0.00%2025-09-302025-10-27 TJX TJX COS INC NEW1.5K sharesnew addition2025-09-302025-10-27 SMH VANECK ETF TRUST660 sharesnew addition2025-09-302025-10-27 BOND PIMCO ETF TR2.3K shares-59.46%2025-09-302025-10-27 ESGE ISHARES INC4.8K shares-5.81%2025-09-302025-10-27 NOBL PROSHARES TR2.0K shares-71.56%2025-09-302025-10-27 AXSM AXSOME THERAPEUTICS INC1.7K sharesnew addition2025-09-302025-10-27 XTEN BONDBLOXX ETF TRUST4.3K shares-90.36%2025-09-302025-10-27 PMAR INNOVATOR ETFS TRUST4.6K sharesnew addition2025-09-302025-10-27 CAG CONAGRA BRANDS INC10.4K sharesnew addition2025-09-302025-10-27 DCTH DELCATH SYS INC17.4K shares0.00%2025-09-302025-10-27 VLY VALLEY NATL BANCORP15.8K shares0.00%2025-09-302025-10-27 PGX INVESCO EXCH TRADED FD TR II14.1K shares-13.27%2025-09-302025-10-27 SQQQ PROSHARES TR10.3K shares0.00%2025-09-302025-10-27 PFL PIMCO INCOME STRATEGY FD18.2K shares2.92%2025-09-302025-10-27 SDD PROSHARES TR10.5K shares0.00%2025-09-302025-10-27 POET POET TECHNOLOGIES INC20.8K sharesnew addition2025-09-302025-10-27 AGNC AGNC INVT CORP10.6K shares0.00%2025-09-302025-10-27 GPRE GREEN PLAINS INC11.7K shares0.00%2025-09-302025-10-27 AMAX STARBOARD INVT TR12.5K shares-4.72%2025-09-302025-10-27 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available