The Analysis of WealthShield Partners, LLC's Holdings


Currently, WealthShield Partners, LLC holds 566 types of securities in its portfolio with a total value $881.9M. In the most recent quarter, they have increased their positions in OEF (+12.5K shares, valued at $4.2M), BAI (+89.4K shares, valued at $3.1M), ITA (+13.8K shares, valued at $2.9M); decreased their positions in EFG (-33.5K shares, valued at $3.8M), IYW (-18.3K shares, valued at $3.6M), QUAL (-11.6K shares, valued at $2.3M); initiated new positions in OKLO (+5.8K shares, valued at $651.4K), DASH (+1.2K shares, valued at $338.1K), AADR (+3.3K shares, valued at $289.7K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
IVV ISHARES TR45.2K shares-2.61%2025-09-302025-10-31history
SCHF SCHWAB STRATEGIC TR822.2K shares-2.87%2025-09-302025-10-31history
AAPL APPLE INC75.0K shares1.08%2025-09-302025-10-31history
IEMG ISHARES INC281.6K shares5.30%2025-09-302025-10-31history
MGK VANGUARD WORLD FD45.6K shares0.28%2025-09-302025-10-31history
IVW ISHARES TR144.3K shares-1.31%2025-09-302025-10-31history
SCHG SCHWAB STRATEGIC TR545.9K shares-5.99%2025-09-302025-10-31history
NVDA NVIDIA CORPORATION90.7K shares-0.84%2025-09-302025-10-31history
Sponsored
MSFT MICROSOFT CORP31.2K shares0.28%2025-09-302025-10-31history
DYNF BLACKROCK ETF TRUST264.3K shares15.15%2025-09-302025-10-31history
IVE ISHARES TR65.2K shares2.90%2025-09-302025-10-31history
IUSB ISHARES TR276.3K shares-5.74%2025-09-302025-10-31history
DGRO ISHARES TR186.6K shares-0.02%2025-09-302025-10-31history
EFV ISHARES TR184.8K shares-13.38%2025-09-302025-10-31history
QUAL ISHARES TR60.9K shares-15.98%2025-09-302025-10-31history
VTV VANGUARD INDEX FDS63.5K shares-5.14%2025-09-302025-10-31history
Sponsored
VIG VANGUARD SPECIALIZED FUNDS54.6K shares-2.08%2025-09-302025-10-31history
OEF ISHARES TR30.9K shares68.28%2025-09-302025-10-31history
SCHV SCHWAB STRATEGIC TR348.6K shares0.03%2025-09-302025-10-31history
AMZN AMAZON COM INC45.9K shares-1.17%2025-09-302025-10-31history
JPM JPMORGAN CHASE & CO.31.4K shares-0.25%2025-09-302025-10-31history
MGV VANGUARD WORLD FD71.3K shares1.94%2025-09-302025-10-31history
GOOGL ALPHABET INC36.8K shares-0.28%2025-09-302025-10-31history
VUG VANGUARD INDEX FDS18.0K shares0.93%2025-09-302025-10-31history
Sponsored
FLTR VANECK ETF TRUST331.3K shares-1.57%2025-09-302025-10-31history
META META PLATFORMS INC10.7K shares-0.60%2025-09-302025-10-31history
CRWD CROWDSTRIKE HLDGS INC15.3K shares1.03%2025-09-302025-10-31history
TLTW ISHARES TR320.3K shares12.22%2025-09-302025-10-31history
MUB ISHARES TR69.4K shares-0.30%2025-09-302025-10-31history
MDYV SPDR SERIES TRUST87.4K shares-3.74%2025-09-302025-10-31history
BOND PIMCO ETF TR78.0K shares3.30%2025-09-302025-10-31history
MDYG SPDR SERIES TRUST72.1K shares-1.46%2025-09-302025-10-31history
Sponsored
NFLX NETFLIX INC5.4K shares2.12%2025-09-302025-10-31history
BRK.B BERKSHIRE HATHAWAY INC DEL12.8K shares18.91%2025-09-302025-10-31history
RSP INVESCO EXCHANGE TRADED FD T33.4K shares-2.48%2025-09-302025-10-31history
SPY SPDR S&P 500 ETF TR9.4K shares0.26%2025-09-302025-10-31history
XLK SELECT SECTOR SPDR TR22.0K shares0.31%2025-09-302025-10-31history
SLYV SPDR SERIES TRUST69.7K shares-5.89%2025-09-302025-10-31history
AVGO BROADCOM INC18.5K shares-4.98%2025-09-302025-10-31history
HD HOME DEPOT INC14.7K shares1.33%2025-09-302025-10-31history
Sponsored
THRO BLACKROCK ETF TRUST154.0K shares2.47%2025-09-302025-10-31history
UBER UBER TECHNOLOGIES INC58.0K shares1.30%2025-09-302025-10-31history
WMT WALMART INC54.5K shares-0.26%2025-09-302025-10-31history
TLH ISHARES TR52.9K shares24.27%2025-09-302025-10-31history
SCHZ SCHWAB STRATEGIC TR231.1K shares0.15%2025-09-302025-10-31history
BAI BLACKROCK ETF TRUST155.9K shares134.38%2025-09-302025-10-31history
SLYG SPDR SERIES TRUST56.1K shares-6.88%2025-09-302025-10-31history
C CITIGROUP INC51.0K shares-0.88%2025-09-302025-10-31history
Sponsored
V VISA INC14.8K shares4.08%2025-09-302025-10-31history
MCD MCDONALDS CORP16.0K shares66.69%2025-09-302025-10-31history
TJX TJX COS INC NEW33.6K shares2.55%2025-09-302025-10-31history
IUSG ISHARES TR29.3K shares-0.23%2025-09-302025-10-31history
IWF ISHARES TR9.9K shares-0.67%2025-09-302025-10-31history
TT TRANE TECHNOLOGIES PLC10.5K shares2.65%2025-09-302025-10-31history
MTUM ISHARES TR16.8K shares1.40%2025-09-302025-10-31history
SPYG SPDR SERIES TRUST40.4K shares22.14%2025-09-302025-10-31history
Sponsored
IWC ISHARES TR28.0K shares-7.16%2025-09-302025-10-31history
LHX L3HARRIS TECHNOLOGIES INC13.4K shares0.39%2025-09-302025-10-31history
BND VANGUARD BD INDEX FDS53.9K shares-14.04%2025-09-302025-10-31history
MBB ISHARES TR41.5K shares2.67%2025-09-302025-10-31history
UNH UNITEDHEALTH GROUP INC11.1K shares10.76%2025-09-302025-10-31history
LRCX LAM RESEARCH CORP28.0K shares1.90%2025-09-302025-10-31history
NOBL PROSHARES TR36.2K shares-3.37%2025-09-302025-10-31history
SCHE SCHWAB STRATEGIC TR110.6K shares-1.13%2025-09-302025-10-31history
Sponsored
NXPI NXP SEMICONDUCTORS N V16.2K shares23.80%2025-09-302025-10-31history
VBR VANGUARD INDEX FDS17.3K shares4.41%2025-09-302025-10-31history
TLT ISHARES TR40.0K shares8.39%2025-09-302025-10-31history
VZ VERIZON COMMUNICATIONS INC80.7K shares2.25%2025-09-302025-10-31history
ETN EATON CORP PLC9.2K shares0.79%2025-09-302025-10-31history
CRM SALESFORCE INC14.4K shares32.46%2025-09-302025-10-31history
AVDV AMERICAN CENTY ETF TR36.6K shares-4.06%2025-09-302025-10-31history
IDEV ISHARES TR40.6K shares-0.23%2025-09-302025-10-31history
Sponsored
BNDX VANGUARD CHARLOTTE FDS65.7K shares15.40%2025-09-302025-10-31history
SPGI S&P GLOBAL INC6.7K shares30.24%2025-09-302025-10-31history
COST COSTCO WHSL CORP NEW3.4K shares0.15%2025-09-302025-10-31history
VOE VANGUARD INDEX FDS18.1K shares-1.92%2025-09-302025-10-31history
DUK DUKE ENERGY CORP NEW25.5K shares0.03%2025-09-302025-10-31history
ICE INTERCONTINENTAL EXCHANGE IN18.3K shares3.60%2025-09-302025-10-31history
JCI JOHNSON CTLS INTL PLC28.0K shares-0.45%2025-09-302025-10-31history
VOT VANGUARD INDEX FDS10.4K shares-4.66%2025-09-302025-10-31history
Sponsored
CME CME GROUP INC11.3K shares3.27%2025-09-302025-10-31history
SCHM SCHWAB STRATEGIC TR103.2K shares-0.83%2025-09-302025-10-31history
DLR DIGITAL RLTY TR INC17.5K shares1.89%2025-09-302025-10-31history
IAU ISHARES GOLD TR41.2K shares78.26%2025-09-302025-10-31history
PANW PALO ALTO NETWORKS INC14.7K shares4.46%2025-09-302025-10-31history
SCHX SCHWAB STRATEGIC TR111.0K shares-0.52%2025-09-302025-10-31history
SCHA SCHWAB STRATEGIC TR104.8K shares-1.39%2025-09-302025-10-31history
ITA ISHARES TR13.9K shares25600.00%2025-09-302025-10-31history
Sponsored
BINC BLACKROCK ETF TRUST II54.0K shares4.16%2025-09-302025-10-31history
GLD SPDR GOLD TR7.9K shares12.63%2025-09-302025-10-31history
IAGG ISHARES TR50.6K shares2.26%2025-09-302025-10-31history
CDNS CADENCE DESIGN SYSTEM INC7.4K shares0.53%2025-09-302025-10-31history
FDN FIRST TR EXCHANGE-TRADED FD9.1K shares0.00%2025-09-302025-10-31history
AMT AMERICAN TOWER CORP NEW13.2K shares4.69%2025-09-302025-10-31history
VGK VANGUARD INTL EQUITY INDEX F31.6K shares-2.03%2025-09-302025-10-31history
EFG ISHARES TR22.0K shares-60.28%2025-09-302025-10-31history
Sponsored
NEE NEXTERA ENERGY INC32.3K shares0.08%2025-09-302025-10-31history
LLY ELI LILLY & CO3.2K shares-2.16%2025-09-302025-10-31history
ESGD ISHARES TR25.8K shares4.19%2025-09-302025-10-31history
IBIT ISHARES BITCOIN TRUST ETF36.6K shares10.27%2025-09-302025-10-31history
PEG PUBLIC SVC ENTERPRISE GRP IN27.9K shares2.59%2025-09-302025-10-31history
CMI CUMMINS INC5.5K shares20.60%2025-09-302025-10-31history
MSI MOTOROLA SOLUTIONS INC5.0K shares-0.69%2025-09-302025-10-31history
VOO VANGUARD INDEX FDS3.8K shares3.83%2025-09-302025-10-31history
Sponsored
USFR WISDOMTREE TR45.2K shares6.48%2025-09-302025-10-31history
SPYM SPDR SERIES TRUST28.6K shares0.43%2025-09-302025-10-31history
AGG ISHARES TR22.1K shares-23.52%2025-09-302025-10-31history
SNPS SYNOPSYS INC4.5K shares2.14%2025-09-302025-10-31history
MA MASTERCARD INCORPORATED3.9K shares2.32%2025-09-302025-10-31history
NKE NIKE INC31.6K shares-7.64%2025-09-302025-10-31history
CB CHUBB LIMITED7.8K shares1.87%2025-09-302025-10-31history
EDIV SPDR INDEX SHS FDS55.0K shares0.41%2025-09-302025-10-31history
Sponsored
HPE HEWLETT PACKARD ENTERPRISE C85.4K shares1.37%2025-09-302025-10-31history
VCLT VANGUARD SCOTTSDALE FDS26.6K shares0.38%2025-09-302025-10-31history
TFI SPDR SERIES TRUST45.0K shares-6.93%2025-09-302025-10-31history
XLF SELECT SECTOR SPDR TR37.9K shares-3.88%2025-09-302025-10-31history
QQQ INVESCO QQQ TR3.4K shares-6.35%2025-09-302025-10-31history
EW EDWARDS LIFESCIENCES CORP25.8K shares1.73%2025-09-302025-10-31history
DWX SPDR INDEX SHS FDS46.8K shares-2.01%2025-09-302025-10-31history
ISRG INTUITIVE SURGICAL INC4.4K shares5.77%2025-09-302025-10-31history
Sponsored
GOOG ALPHABET INC8.1K shares-1.42%2025-09-302025-10-31history
TSLA TESLA INC4.4K shares-1.88%2025-09-302025-10-31history
O REALTY INCOME CORP30.7K shares-0.71%2025-09-302025-10-31history
IJR ISHARES TR15.7K shares-0.34%2025-09-302025-10-31history
ADI ANALOG DEVICES INC7.2K shares1.24%2025-09-302025-10-31history
JQUA J P MORGAN EXCHANGE TRADED F27.9K shares1.13%2025-09-302025-10-31history
PTLC PACER FDS TR31.9K shares-6.69%2025-09-302025-10-31history
UNP UNION PAC CORP7.3K shares4.16%2025-09-302025-10-31history
Sponsored
IDXX IDEXX LABS INC2.6K shares-3.64%2025-09-302025-10-31history
DIM WISDOMTREE TR21.8K shares257.77%2025-09-302025-10-31history
SPYV SPDR SERIES TRUST30.3K shares-7.28%2025-09-302025-10-31history
CTRE CARETRUST REIT INC48.4K shares0.79%2025-09-302025-10-31history
FNDF SCHWAB STRATEGIC TR38.2K shares2.12%2025-09-302025-10-31history
SCHD SCHWAB STRATEGIC TR60.1K shares0.33%2025-09-302025-10-31history
FIS FIDELITY NATL INFORMATION SV24.3K shares-7.52%2025-09-302025-10-31history
VWO VANGUARD INTL EQUITY INDEX F28.1K shares0.04%2025-09-302025-10-31history
Sponsored
LMT LOCKHEED MARTIN CORP3.1K shares0.20%2025-09-302025-10-31history
IWM ISHARES TR6.3K shares-4.28%2025-09-302025-10-31history
PG PROCTER AND GAMBLE CO9.8K shares-5.66%2025-09-302025-10-31history
PEP PEPSICO INC10.7K shares1.49%2025-09-302025-10-31history
MPC MARATHON PETE CORP7.7K shares0.48%2025-09-302025-10-31history
IXUS ISHARES TR17.5K shares0.14%2025-09-302025-10-31history
EMB ISHARES TR14.9K shares4.94%2025-09-302025-10-31history
VTEB VANGUARD MUN BD FDS28.2K shares-3.74%2025-09-302025-10-31history
Sponsored
SHY ISHARES TR16.8K shares-5.58%2025-09-302025-10-31history
VEU VANGUARD INTL EQUITY INDEX F19.3K shares-7.85%2025-09-302025-10-31history
IGM ISHARES TR10.8K shares0.00%2025-09-302025-10-31history
WDIV SPDR INDEX SHS FDS18.4K shares0.99%2025-09-302025-10-31history
NUSC NUSHARES ETF TR30.3K shares0.30%2025-09-302025-10-31history
XOM EXXON MOBIL CORP11.6K shares-7.60%2025-09-302025-10-31history
KO COCA COLA CO19.6K shares0.66%2025-09-302025-10-31history
ICSH ISHARES TR25.3K shares-6.22%2025-09-302025-10-31history
Sponsored
DON WISDOMTREE TR24.5K shares-5.54%2025-09-302025-10-31history
STIP ISHARES TR12.3K shares3.71%2025-09-302025-10-31history
IJH ISHARES TR19.5K shares-0.17%2025-09-302025-10-31history
XLU SELECT SECTOR SPDR TR14.4K shares0.00%2025-09-302025-10-31history
PCEF INVESCO EXCH TRADED FD TR II62.4K shares0.51%2025-09-302025-10-31history
NULV NUSHARES ETF TR27.3K shares-2.54%2025-09-302025-10-31history
TFC TRUIST FINL CORP26.1K shares-0.61%2025-09-302025-10-31history
JNJ JOHNSON & JOHNSON6.4K shares1.39%2025-09-302025-10-31history
Sponsored
EFA ISHARES TR12.6K shares2.44%2025-09-302025-10-31history
IBM INTERNATIONAL BUSINESS MACHS4.2K shares6.84%2025-09-302025-10-31history
IJS ISHARES TR10.6K shares70.36%2025-09-302025-10-31history
VEA VANGUARD TAX-MANAGED FDS19.5K shares4.46%2025-09-302025-10-31history
NULG NUSHARES ETF TR11.7K shares-5.11%2025-09-302025-10-31history
ACIO ETF SER SOLUTIONS26.1K shares0.00%2025-09-302025-10-31history
ABBV ABBVIE INC4.8K shares-1.90%2025-09-302025-10-31history
T AT&T INC38.7K shares-0.14%2025-09-302025-10-31history
Sponsored
SUSC ISHARES TR45.8K shares15.27%2025-09-302025-10-31history
ITOT ISHARES TR7.4K shares-28.04%2025-09-302025-10-31history
PHB INVESCO EXCH TRADED FD TR II57.5K shares0.54%2025-09-302025-10-31history
UAUG INNOVATOR ETFS TRUST27.1K shares-9.98%2025-09-302025-10-31history
USCI UNITED STS COMMODITY INDEX F13.0K shares0.64%2025-09-302025-10-31history
GOVT ISHARES TR43.4K shares4.82%2025-09-302025-10-31history
HIMU BLACKROCK ETF TRUST II20.2K shares70.80%2025-09-302025-10-31history
LQD ISHARES TR8.9K shares-10.18%2025-09-302025-10-31history
Sponsored
IJJ ISHARES TR7.6K shares-2.30%2025-09-302025-10-31history
ESGE ISHARES INC22.6K shares-9.46%2025-09-302025-10-31history
VB VANGUARD INDEX FDS3.8K shares0.42%2025-09-302025-10-31history
IWD ISHARES TR4.7K shares-14.12%2025-09-302025-10-31history
DES WISDOMTREE TR28.4K shares1.36%2025-09-302025-10-31history
IJK ISHARES TR9.8K shares-0.74%2025-09-302025-10-31history
ESGU ISHARES TR6.3K shares-6.73%2025-09-302025-10-31history
SUSA ISHARES TR6.6K shares-5.41%2025-09-302025-10-31history
Sponsored
ASGI ABRDN GLOBAL INFRA INCOME FU42.5K shares-0.64%2025-09-302025-10-31history
IYW ISHARES TR4.5K shares-80.20%2025-09-302025-10-31history
VBK VANGUARD INDEX FDS2.9K shares-4.71%2025-09-302025-10-31history
PID INVESCO EXCHANGE TRADED FD T40.4K shares-0.15%2025-09-302025-10-31history
FBT FIRST TR EXCHANGE-TRADED FD4.8K shares0.10%2025-09-302025-10-31history
VTI VANGUARD INDEX FDS2.6K shares-5.09%2025-09-302025-10-31history
NUMV NUSHARES ETF TR21.9K shares-2.51%2025-09-302025-10-31history
BAC BANK AMERICA CORP16.0K shares0.13%2025-09-302025-10-31history
Sponsored
WFC WELLS FARGO CO NEW9.7K shares-0.05%2025-09-302025-10-31history
SPDW SPDR INDEX SHS FDS19.0K shares0.00%2025-09-302025-10-31history
IJT ISHARES TR5.7K shares-2.36%2025-09-302025-10-31history
BA BOEING CO3.7K shares32.79%2025-09-302025-10-31history
PLTR PALANTIR TECHNOLOGIES INC4.3K shares-0.18%2025-09-302025-10-31history
HDV ISHARES TR6.5K shares0.00%2025-09-302025-10-31history
IEFA ISHARES TR9.0K shares3.80%2025-09-302025-10-31history
NUMG NUSHARES ETF TR16.0K shares-1.84%2025-09-302025-10-31history
Sponsored
QCOM QUALCOMM INC4.6K shares0.04%2025-09-302025-10-31history
CVX CHEVRON CORP NEW4.9K shares0.23%2025-09-302025-10-31history
SCHH SCHWAB STRATEGIC TR35.0K shares3.28%2025-09-302025-10-31history
SLV ISHARES SILVER TR17.6K shares13.91%2025-09-302025-10-31history
EEM ISHARES TR14.0K shares0.00%2025-09-302025-10-31history
PRF INVESCO EXCHANGE TRADED FD T16.4K shares-5.69%2025-09-302025-10-31history
VONE VANGUARD SCOTTSDALE FDS2.4K shares0.97%2025-09-302025-10-31history
VNQ VANGUARD INDEX FDS7.7K shares-0.29%2025-09-302025-10-31history
Sponsored
UDEC INNOVATOR ETFS TRUST17.7K shares-0.36%2025-09-302025-10-31history
DSI ISHARES TR5.4K shares-0.74%2025-09-302025-10-31history
ICVT ISHARES TR6.8K shares30.37%2025-09-302025-10-31history
FTEC FIDELITY COVINGTON TRUST3.0K shares0.57%2025-09-302025-10-31history
PPA INVESCO EXCHANGE TRADED FD T4.3K shares-3.73%2025-09-302025-10-31history
GE GE AEROSPACE2.2K shares1.20%2025-09-302025-10-31history
VGLT VANGUARD SCOTTSDALE FDS11.5K shares4.56%2025-09-302025-10-31history
OKLO OKLO INC5.8K sharesnew addition2025-09-302025-10-31history
Sponsored
PFE PFIZER INC25.2K shares2.68%2025-09-302025-10-31history
FCNCA FIRST CTZNS BANCSHARES INC D359 shares0.00%2025-09-302025-10-31history
NFJ VIRTUS DIVIDEND INTEREST & P48.2K shares-8.93%2025-09-302025-10-31history
PWR QUANTA SVCS INC1.5K shares0.00%2025-09-302025-10-31history
IEF ISHARES TR6.1K shares0.75%2025-09-302025-10-31history
GS GOLDMAN SACHS GROUP INC740 shares0.27%2025-09-302025-10-31history
BAUG INNOVATOR ETFS TRUST11.8K shares0.00%2025-09-302025-10-31history
XSOE WISDOMTREE TR15.2K shares-0.20%2025-09-302025-10-31history
Sponsored
MINO PIMCO ETF TR12.4K shares-2.28%2025-09-302025-10-31history
SPIB SPDR SERIES TRUST16.4K shares0.96%2025-09-302025-10-31history
VV VANGUARD INDEX FDS1.8K shares-0.28%2025-09-302025-10-31history
BTZ BLACKROCK CR ALLOCATION INCO50.3K shares-1.23%2025-09-302025-10-31history
JPST J P MORGAN EXCHANGE TRADED F10.8K shares0.33%2025-09-302025-10-31history
XLRE SELECT SECTOR SPDR TR12.9K shares2.89%2025-09-302025-10-31history
CAT CATERPILLAR INC1.1K shares1.63%2025-09-302025-10-31history
EMNT PIMCO ETF TR5.4K shares-35.52%2025-09-302025-10-31history
Sponsored
ORCL ORACLE CORP1.9K shares0.21%2025-09-302025-10-31history
IWR ISHARES TR5.4K shares21.76%2025-09-302025-10-31history
VPL VANGUARD INTL EQUITY INDEX F5.9K shares-10.86%2025-09-302025-10-31history
VRP INVESCO EXCH TRADED FD TR II20.4K shares-0.29%2025-09-302025-10-31history
SUB ISHARES TR4.6K shares-38.36%2025-09-302025-10-31history
BJUN INNOVATOR ETFS TRUST10.7K shares0.00%2025-09-302025-10-31history
UAPR INNOVATOR ETFS TRUST15.2K shares0.18%2025-09-302025-10-31history
RTX RTX CORPORATION2.9K shares1.30%2025-09-302025-10-31history
Sponsored
EUSA ISHARES INC4.7K shares-2.33%2025-09-302025-10-31history
PM PHILIP MORRIS INTL INC2.9K shares-5.16%2025-09-302025-10-31history
PRFZ INVESCO EXCHANGE TRADED FD T10.5K shares-5.35%2025-09-302025-10-31history
ARKK ARK ETF TR5.3K shares5.28%2025-09-302025-10-31history
BMY BRISTOL-MYERS SQUIBB CO10.1K shares-0.34%2025-09-302025-10-31history
VCSH VANGUARD SCOTTSDALE FDS5.7K shares-3.03%2025-09-302025-10-31history
LQDW ISHARES TR17.6K shares-10.53%2025-09-302025-10-31history
YUM YUM BRANDS INC2.9K shares0.10%2025-09-302025-10-31history
Sponsored
AXP AMERICAN EXPRESS CO1.3K shares0.61%2025-09-302025-10-31history
DGX QUEST DIAGNOSTICS INC2.3K shares0.00%2025-09-302025-10-31history
EMXC ISHARES INC6.2K shares-44.79%2025-09-302025-10-31history
AMD ADVANCED MICRO DEVICES INC2.6K shares-19.56%2025-09-302025-10-31history
VT VANGUARD INTL EQUITY INDEX F3.0K shares0.00%2025-09-302025-10-31history
VTWG VANGUARD SCOTTSDALE FDS1.7K shares2229.73%2025-09-302025-10-31history
DFAC DIMENSIONAL ETF TRUST10.4K shares0.15%2025-09-302025-10-31history
ETHA ISHARES ETHEREUM TR12.5K shares-1.08%2025-09-302025-10-31history
Sponsored
RMT ROYCE MICRO-CAP TR INC36.6K shares1.57%2025-09-302025-10-31history
MRK MERCK & CO INC4.5K shares0.58%2025-09-302025-10-31history
PWV INVESCO EXCHANGE TRADED FD T5.8K shares-2.60%2025-09-302025-10-31history
DIA SPDR DOW JONES INDL AVERAGE801 shares0.00%2025-09-302025-10-31history
PNOV INNOVATOR ETFS TRUST9.0K shares0.00%2025-09-302025-10-31history
SBUX STARBUCKS CORP4.4K shares-4.75%2025-09-302025-10-31history
JEPQ J P MORGAN EXCHANGE TRADED F6.4K shares-11.56%2025-09-302025-10-31history
GEV GE VERNOVA INC598 shares15.22%2025-09-302025-10-31history
Sponsored
VSS VANGUARD INTL EQUITY INDEX F2.6K shares0.00%2025-09-302025-10-31history
EWJ ISHARES INC4.4K shares0.00%2025-09-302025-10-31history
ABT ABBOTT LABS2.6K shares-2.67%2025-09-302025-10-31history
KAUG INNOVATOR ETFS TRUST13.4K shares0.00%2025-09-302025-10-31history
MS MORGAN STANLEY2.1K shares-0.05%2025-09-302025-10-31history
DASH DOORDASH INC1.2K sharesnew addition2025-09-302025-10-31history
VO VANGUARD INDEX FDS1.1K shares0.00%2025-09-302025-10-31history
PPL PPL CORP9.1K shares0.01%2025-09-302025-10-31history
Sponsored
IWP ISHARES TR2.3K shares0.00%2025-09-302025-10-31history
MMM 3M CO2.1K shares-0.89%2025-09-302025-10-31history
UVIX VS TRUST32.8K shares208.07%2025-09-302025-10-31history
TEVA TEVA PHARMACEUTICAL INDS LTD16.0K shares0.00%2025-09-302025-10-31history
USMV ISHARES TR3.3K shares-1.24%2025-09-302025-10-31history
DIVO AMPLIFY ETF TR6.9K shares8.75%2025-09-302025-10-31history
SRLN SSGA ACTIVE ETF TR7.1K shares-0.45%2025-09-302025-10-31history
ADP AUTOMATIC DATA PROCESSING IN1.0K shares0.30%2025-09-302025-10-31history
Sponsored
PFEB INNOVATOR ETFS TRUST7.5K shares0.00%2025-09-302025-10-31history
AADR ADVISORSHARES TR3.3K sharesnew addition2025-09-302025-10-31history
CSCO CISCO SYS INC4.2K shares1.57%2025-09-302025-10-31history
CI THE CIGNA GROUP995 shares0.51%2025-09-302025-10-31history
UPS UNITED PARCEL SERVICE INC3.4K shares-4.41%2025-09-302025-10-31history
AMAT APPLIED MATLS INC1.4K shares-13.45%2025-09-302025-10-31history
UFEB INNOVATOR ETFS TRUST7.8K shares0.00%2025-09-302025-10-31history
CEG CONSTELLATION ENERGY CORP845 shares0.00%2025-09-302025-10-31history
Sponsored
LOW LOWES COS INC1.1K shares1.29%2025-09-302025-10-31history
SCHW SCHWAB CHARLES CORP2.9K shares2.15%2025-09-302025-10-31history
BK BANK NEW YORK MELLON CORP2.5K shares-0.08%2025-09-302025-10-31history
SMB VANECK ETF TRUST15.8K shares0.00%2025-09-302025-10-31history
DIS DISNEY WALT CO2.4K shares-1.07%2025-09-302025-10-31history
PSX PHILLIPS 662.0K shares10.40%2025-09-302025-10-31history
LNG CHENIERE ENERGY INC1.1K shares0.00%2025-09-302025-10-31history
SCHB SCHWAB STRATEGIC TR10.2K shares-10.93%2025-09-302025-10-31history
Sponsored
CEF SPROTT ASSET MANAGEMENT LP7.0K shares0.00%2025-09-302025-10-31history
BX BLACKSTONE INC1.5K shares0.20%2025-09-302025-10-31history
WEC WEC ENERGY GROUP INC2.2K shares0.00%2025-09-302025-10-31history
AVES AMERICAN CENTY ETF TR4.3K shares-3.36%2025-09-302025-10-31history
SO SOUTHERN CO2.6K shares-0.04%2025-09-302025-10-31history
TOI THE ONCOLOGY INSTITUTE INC70.2K shares0.00%2025-09-302025-10-31history
SPLB SPDR SERIES TRUST10.5K shares1.26%2025-09-302025-10-31history
VXUS VANGUARD STAR FDS3.2K shares6.35%2025-09-302025-10-31history
Sponsored
MO ALTRIA GROUP INC3.5K shares-3.47%2025-09-302025-10-31history
HYMB SPDR SERIES TRUST9.3K shares-4.36%2025-09-302025-10-31history
ZBH ZIMMER BIOMET HOLDINGS INC2.4K shares0.00%2025-09-302025-10-31history
NOC NORTHROP GRUMMAN CORP380 sharesnew addition2025-09-302025-10-31history
RY ROYAL BK CDA1.6K shares0.00%2025-09-302025-10-31history
HON HONEYWELL INTL INC1.1K shares-6.81%2025-09-302025-10-31history
IWS ISHARES TR1.6K shares-11.94%2025-09-302025-10-31history
MU MICRON TECHNOLOGY INC1.4K sharesnew addition2025-09-302025-10-31history
Sponsored
HYDB ISHARES TR4.7K shares2.54%2025-09-302025-10-31history
BP BP PLC6.5K sharesnew addition2025-09-302025-10-31history
TIP ISHARES TR2.0K shares-0.95%2025-09-302025-10-31history
TSM TAIWAN SEMICONDUCTOR MFG LTD791 sharesnew addition2025-09-302025-10-31history
VTWO VANGUARD SCOTTSDALE FDS2.3K shares-10.24%2025-09-302025-10-31history
BSX BOSTON SCIENTIFIC CORP2.3K shares0.18%2025-09-302025-10-31history
GAL SSGA ACTIVE ETF TR4.5K shares6.77%2025-09-302025-10-31history
TGTX TG THERAPEUTICS INC6.0K shares0.00%2025-09-302025-10-31history
Sponsored
CVS CVS HEALTH CORP2.9K sharesnew addition2025-09-302025-10-31history
FDX FEDEX CORP919 shares-1.08%2025-09-302025-10-31history
CAH CARDINAL HEALTH INC1.4K shares0.15%2025-09-302025-10-31history
PHO INVESCO EXCHANGE TRADED FD T3.0K shares-1.16%2025-09-302025-10-31history
BWX SPDR SERIES TRUST9.3K shares3363.81%2025-09-302025-10-31history
VCIT VANGUARD SCOTTSDALE FDS2.5K shares-7.25%2025-09-302025-10-31history
PSEP INNOVATOR ETFS TRUST5.0K shares0.00%2025-09-302025-10-31history
HBAN HUNTINGTON BANCSHARES INC12.3K shares0.24%2025-09-302025-10-31history
Sponsored
ACWX ISHARES TR3.3K shares0.00%2025-09-302025-10-31history
SQQQ PROSHARES TR13.8K sharesnew addition2025-09-302025-10-31history
QLD PROSHARES TR1.5K shares0.00%2025-09-302025-10-31history
PREF PRINCIPAL EXCHANGE TRADED FD10.8K shares0.21%2025-09-302025-10-31history
ZMAY INNOVATOR ETFS TRUST8.2K shares0.00%2025-09-302025-10-31history
MDY SPDR S&P MIDCAP 400 ETF TR347 shares-64.91%2025-09-302025-10-31history
UJUN INNOVATOR ETFS TRUST5.6K shares0.00%2025-09-302025-10-31history
FTSM FIRST TR EXCHANGE-TRADED FD3.4K shares0.00%2025-09-302025-10-31history
Sponsored
PJUL INNOVATOR ETFS TRUST4.5K shares72.43%2025-09-302025-10-31history
QQQX NUVEEN NASDAQ 100 DYNAMIC OV7.5K shares-9.83%2025-09-302025-10-31history
SHM SPDR SERIES TRUST4.2K shares-1.42%2025-09-302025-10-31history
COP CONOCOPHILLIPS2.1K sharesnew addition2025-09-302025-10-31history
AOCT INNOVATOR ETFS TRUST7.7K shares24.52%2025-09-302025-10-31history
WMB WILLIAMS COS INC3.2K sharesnew addition2025-09-302025-10-31history
IWV ISHARES TR532 shares0.00%2025-09-302025-10-31history
HYG ISHARES TR2.5K shares-3.13%2025-09-302025-10-31history
Sponsored
DIVI FRANKLIN TEMPLETON ETF TR5.3K shares0.28%2025-09-302025-10-31history
SDY SPDR SERIES TRUST1.4K shares0.07%2025-09-302025-10-31history
PFF ISHARES TR6.1K shares-20.44%2025-09-302025-10-31history
FDRR FIDELITY COVINGTON TRUST3.2K shares0.00%2025-09-302025-10-31history
IWB ISHARES TR512 shares53.75%2025-09-302025-10-31history
SPEM SPDR INDEX SHS FDS4.0K shares0.00%2025-09-302025-10-31history
ISTB ISHARES TR3.7K shares-4.02%2025-09-302025-10-31history
IUSV ISHARES TR1.8K shares0.00%2025-09-302025-10-31history
Sponsored
XMPT VANECK ETF TRUST8.0K shares-2.95%2025-09-302025-10-31history
OXY OCCIDENTAL PETE CORP3.6K sharesnew addition2025-09-302025-10-31history
POCT INNOVATOR ETFS TRUST3.9K shares0.00%2025-09-302025-10-31history
DVY ISHARES TR1.2K shares0.00%2025-09-302025-10-31history
PAUG INNOVATOR ETFS TRUST3.9K shares0.00%2025-09-302025-10-31history
RYLD GLOBAL X FDS10.7K shares8.02%2025-09-302025-10-31history
IWO ISHARES TR502 shares0.00%2025-09-302025-10-31history
SGVT SCHWAB STRATEGIC TR1.6K shares61.05%2025-09-302025-10-31history
Sponsored
NUHY NUSHARES ETF TR7.3K shares3.92%2025-09-302025-10-31history
NUEM NUSHARES ETF TR4.4K shares19.97%2025-09-302025-10-31history
IDV ISHARES TR4.1K shares0.00%2025-09-302025-10-31history
PDEC INNOVATOR ETFS TRUST3.5K shares0.00%2025-09-302025-10-31history
DUHP DIMENSIONAL ETF TRUST3.8K shares0.29%2025-09-302025-10-31history
CIBR FIRST TR EXCHANGE TRADED FD1.8K shares0.00%2025-09-302025-10-31history
PIO INVESCO EXCH TRADED FD TR II3.1K shares4.03%2025-09-302025-10-31history
IWN ISHARES TR772 shares0.00%2025-09-302025-10-31history
Sponsored
AVDE AMERICAN CENTY ETF TR1.7K shares0.00%2025-09-302025-10-31history
FLGB FRANKLIN TEMPLETON ETF TR4.0K shares0.00%2025-09-302025-10-31history
BIV VANGUARD BD INDEX FDS1.6K shares0.00%2025-09-302025-10-31history
BSEP INNOVATOR ETFS TRUST2.6K shares-3.07%2025-09-302025-10-31history
DFSV DIMENSIONAL ETF TRUST3.9K shares0.46%2025-09-302025-10-31history
GRNB VANECK ETF TRUST5.0K shares0.00%2025-09-302025-10-31history
PAPR INNOVATOR ETFS TRUST3.1K shares0.00%2025-09-302025-10-31history
BAB INVESCO EXCH TRADED FD TR II4.3K sharesnew addition2025-09-302025-10-31history
Sponsored
QBUF INNOVATOR ETFS TRUST4.0K shares0.00%2025-09-302025-10-31history
BGRN ISHARES TR2.4K shares0.00%2025-09-302025-10-31history
NOCT INNOVATOR ETFS TRUST2.0K shares0.00%2025-09-302025-10-31history
USEP INNOVATOR ETFS TRUST2.9K shares-3.76%2025-09-302025-10-31history
FLBL FRANKLIN TEMPLETON ETF TR4.6K shares0.02%2025-09-302025-10-31history
BDEC INNOVATOR ETFS TRUST2.3K shares0.00%2025-09-302025-10-31history
FXL FIRST TR EXCHANGE TRADED FD656 shares0.15%2025-09-302025-10-31history
RBUF INNOVATOR ETFS TRUST3.8K shares0.00%2025-09-302025-10-31history
Sponsored
URTH ISHARES INC600 shares0.00%2025-09-302025-10-31history
ZALT INNOVATOR ETFS TRUST3.4K shares0.00%2025-09-302025-10-31history
IFRA ISHARES TR2.0K shares-8.40%2025-09-302025-10-31history
KOCT INNOVATOR ETFS TRUST3.3K shares0.00%2025-09-302025-10-31history
BMAR INNOVATOR ETFS TRUST2.0K shares-4.41%2025-09-302025-10-31history
USA LIBERTY ALL STAR EQUITY FD16.4K shares1.74%2025-09-302025-10-31history
BGY BLACKROCK ENHANCED INTL DIV18.0K shares-1.23%2025-09-302025-10-31history
KDEC INNOVATOR ETFS TRUST4.0K shares0.00%2025-09-302025-10-31history
Sponsored
BNOV INNOVATOR ETFS TRUST2.3K shares0.00%2025-09-302025-10-31history
VGSH VANGUARD SCOTTSDALE FDS1.7K shares0.00%2025-09-302025-10-31history
FV FIRST TR EXCHANGE TRADED FD1.6K shares-26.56%2025-09-302025-10-31history
TDIV FIRST TR EXCHANGE TRADED FD993 shares0.00%2025-09-302025-10-31history
BSV VANGUARD BD INDEX FDS1.2K shares0.81%2025-09-302025-10-31history
NJUL INNOVATOR ETFS TRUST1.3K shares0.00%2025-09-302025-10-31history
DTD WISDOMTREE TR1.1K shares-2.92%2025-09-302025-10-31history
IXN ISHARES TR890 shares0.00%2025-09-302025-10-31history
Sponsored
PFXF VANECK ETF TRUST5.1K shares0.49%2025-09-302025-10-31history
EELV INVESCO EXCH TRADED FD TR II3.4K shares1.17%2025-09-302025-10-31history
FVC FIRST TR EXCHANGE TRADED FD2.5K shares0.00%2025-09-302025-10-31history
DLS WISDOMTREE TR1.1K shares0.00%2025-09-302025-10-31history
TFLO ISHARES TR1.6K shares-0.55%2025-09-302025-10-31history
PDP INVESCO EXCHANGE TRADED FD T700 shares0.00%2025-09-302025-10-31history
MUNI PIMCO ETF TR1.6K shares0.00%2025-09-302025-10-31history
VONG VANGUARD SCOTTSDALE FDS653 shares0.00%2025-09-302025-10-31history
Sponsored
IYR ISHARES TR810 shares2.53%2025-09-302025-10-31history
GDX VANECK ETF TRUST1.0K shares4.15%2025-09-302025-10-31history
XBI SPDR SERIES TRUST774 shares0.00%2025-09-302025-10-31history
BFEB INNOVATOR ETFS TRUST1.6K shares0.00%2025-09-302025-10-31history
DDM PROSHARES TR702 shares0.00%2025-09-302025-10-31history
DFCF DIMENSIONAL ETF TRUST1.8K shares1.16%2025-09-302025-10-31history
JETS ETF SER SOLUTIONS3.0K shares0.00%2025-09-302025-10-31history
IYE ISHARES TR1.6K shares-0.89%2025-09-302025-10-31history
Sponsored
BKLN INVESCO EXCH TRADED FD TR II3.5K shares0.03%2025-09-302025-10-31history
SPMD SPDR SERIES TRUST1.2K shares0.32%2025-09-302025-10-31history
EWZ ISHARES INC2.3K shares-7.37%2025-09-302025-10-31history
UMAR INNOVATOR ETFS TRUST1.8K shares0.00%2025-09-302025-10-31history
BALT INNOVATOR ETFS TRUST2.1K shares0.00%2025-09-302025-10-31history
FLLA FRANKLIN TEMPLETON ETF TR2.9K shares0.00%2025-09-302025-10-31history
XLV SELECT SECTOR SPDR TR472 shares6.55%2025-09-302025-10-31history
DEW WISDOMTREE TR1.1K shares36.11%2025-09-302025-10-31history
Sponsored
TAN INVESCO EXCH TRADED FD TR II1.4K shares6.90%2025-09-302025-10-31history
RSPU INVESCO EXCHANGE TRADED FD T790 shares0.00%2025-09-302025-10-31history
AVEM AMERICAN CENTY ETF TR800 shares0.00%2025-09-302025-10-31history
FNDX SCHWAB STRATEGIC TR2.2K shares0.41%2025-09-302025-10-31history
OXY.WS OCCIDENTAL PETE CORP2.2K sharesnew addition2025-09-302025-10-31history
ERTH INVESCO EXCHANGE TRADED FD T1.0K shares0.00%2025-09-302025-10-31history
RDVY FIRST TR EXCHANGE TRADED FD724 shares0.00%2025-09-302025-10-31history
IHI ISHARES TR792 shares-54.33%2025-09-302025-10-31history
Sponsored
BBUS J P MORGAN EXCHANGE TRADED F388 shares0.00%2025-09-302025-10-31history
BIL SPDR SERIES TRUST506 shares-51.02%2025-09-302025-10-31history
EWG ISHARES INC1.1K shares0.00%2025-09-302025-10-31history
PGX INVESCO EXCH TRADED FD TR II3.9K shares753.85%2025-09-302025-10-31history
IEI ISHARES TR360 shares0.00%2025-09-302025-10-31history
SPSM SPDR SERIES TRUST926 shares0.33%2025-09-302025-10-31history
DISV DIMENSIONAL ETF TRUST1.2K shares0.50%2025-09-302025-10-31history
DFAT DIMENSIONAL ETF TRUST712 shares0.00%2025-09-302025-10-31history
Sponsored
XLE SELECT SECTOR SPDR TR461 shares0.44%2025-09-302025-10-31history
GDXJ VANECK ETF TRUST398 shares0.00%2025-09-302025-10-31history
SOXQ INVESCO EXCH TRADED FD TR II750 shares0.00%2025-09-302025-10-31history
LCTU BLACKROCK ETF TRUST506 shares0.00%2025-09-302025-10-31history
HEDJ WISDOMTREE TR724 shares0.00%2025-09-302025-10-31history
INDA ISHARES TR693 shares0.00%2025-09-302025-10-31history
PJUN INNOVATOR ETFS TRUST842 shares0.00%2025-09-302025-10-31history
PIM PUTNAM MASTER INTER INCOME T10.0K shares0.00%2025-09-302025-10-31history
Sponsored
DNN DENISON MINES CORP12.5K shares-30.56%2025-09-302025-10-31history
UOCT INNOVATOR ETFS TRUST888 shares0.00%2025-09-302025-10-31history
IDU ISHARES TR306 shares0.00%2025-09-302025-10-31history
UP WHEELS UP EXPERIENCE INC18.2K sharesnew addition2025-09-302025-10-31history
DIHP DIMENSIONAL ETF TRUST1.1K shares0.46%2025-09-302025-10-31history
FALN ISHARES TR1.2K shares0.00%2025-09-302025-10-31history
SHYG ISHARES TR756 shares1.20%2025-09-302025-10-31history
HEFA ISHARES TR825 shares-82.89%2025-09-302025-10-31history
Sponsored
SPYD SPDR SERIES TRUST717 shares0.00%2025-09-302025-10-31history
AIA ISHARES TR330 shares0.00%2025-09-302025-10-31history
FNDC SCHWAB STRATEGIC TR700 shares0.00%2025-09-302025-10-31history
IYT ISHARES TR432 shares0.00%2025-09-302025-10-31history
CORP PIMCO ETF TR291 shares25.97%2025-09-302025-10-31history
PXF INVESCO EXCH TRADED FD TR II457 shares0.00%2025-09-302025-10-31history
BBIN J P MORGAN EXCHANGE TRADED F383 shares0.00%2025-09-302025-10-31history
IXC ISHARES TR614 shares-3.46%2025-09-302025-10-31history
Sponsored
XLY SELECT SECTOR SPDR TR107 shares0.00%2025-09-302025-10-31history
XLP SELECT SECTOR SPDR TR317 shares0.00%2025-09-302025-10-31history
FXI ISHARES TR600 shares0.00%2025-09-302025-10-31history
IMTB ISHARES TR555 shares0.00%2025-09-302025-10-31history
BJUL INNOVATOR ETFS TRUST478 shares0.00%2025-09-302025-10-31history
QQQM INVESCO EXCH TRADED FD TR II92 shares0.00%2025-09-302025-10-31history
RPV INVESCO EXCHANGE TRADED FD T225 shares0.00%2025-09-302025-10-31history
REM ISHARES TR1.0K shares0.00%2025-09-302025-10-31history
Sponsored
SPMO INVESCO EXCH TRADED FD TR II181 shares-63.51%2025-09-302025-10-31history
MLPX GLOBAL X FDS349 shares0.00%2025-09-302025-10-31history
ERET ISHARES TR776 shares0.00%2025-09-302025-10-31history
QYLD GLOBAL X FDS1.2K shares0.00%2025-09-302025-10-31history
VXF VANGUARD INDEX FDS98 shares0.00%2025-09-302025-10-31history
SCHP SCHWAB STRATEGIC TR754 shares0.00%2025-09-302025-10-31history
SUSB ISHARES TR799 shares0.00%2025-09-302025-10-31history
DRIV GLOBAL X FDS686 shares0.00%2025-09-302025-10-31history
Sponsored
NUDM NUSHARES ETF TR510 sharesnew addition2025-09-302025-10-31history
FTCS FIRST TR EXCHANGE-TRADED FD200 shares0.00%2025-09-302025-10-31history
ANGL VANECK ETF TRUST625 shares0.00%2025-09-302025-10-31history
JEPI J P MORGAN EXCHANGE TRADED F316 shares0.00%2025-09-302025-10-31history
UMAY INNOVATOR ETFS TRUST474 shares0.00%2025-09-302025-10-31history
XVV ISHARES TR328 shares-5.20%2025-09-302025-10-31history
FMAT FIDELITY COVINGTON TRUST320 shares0.00%2025-09-302025-10-31history
USXF ISHARES TR289 shares-30.53%2025-09-302025-10-31history
Sponsored
UJUL INNOVATOR ETFS TRUST434 sharesnew addition2025-09-302025-10-31history
URA GLOBAL X FDS333 shares0.00%2025-09-302025-10-31history
FTXO FIRST TR EXCHANGE TRADED FD440 shares0.00%2025-09-302025-10-31history
GCOW PACER FDS TR390 shares0.00%2025-09-302025-10-31history
LMBS FIRST TR EXCHANGE-TRADED FD305 shares0.00%2025-09-302025-10-31history
MID AMERICAN CENTY ETF TR215 shares1.42%2025-09-302025-10-31history
ICF ISHARES TR228 shares0.00%2025-09-302025-10-31history
OSCV ETF SER SOLUTIONS324 shares0.00%2025-09-302025-10-31history
Sponsored
IGSB ISHARES TR216 shares-63.33%2025-09-302025-10-31history
BOTZ GLOBAL X FDS322 shares0.31%2025-09-302025-10-31history
VMBS VANGUARD SCOTTSDALE FDS242 shares0.00%2025-09-302025-10-31history
SCHO SCHWAB STRATEGIC TR464 shares0.00%2025-09-302025-10-31history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available