The Analysis of Wealthspire Advisors, LLC's Holdings
Currently, Wealthspire Advisors, LLC holds 3064 types of securities in its portfolio with a total value $19.1B. In the most recent quarter, they have increased their positions in VEA (+2.3M shares, valued at $137.1M), VXUS (+593.5K shares, valued at $43.6M), CVLC (+519.1K shares, valued at $42.5M); decreased their positions in MSFT (-228.9K shares, valued at $118.5M), MUB (-241.0K shares, valued at $25.7M), SCHD (-701.5K shares, valued at $19.1M); initiated new positions in RKT (+878.0K shares, valued at $17.0M), MTSR (+213.1K shares, valued at $11.2M), JSCP (+26.6K shares, valued at $1.3M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV iShares Core S&P 500 ETF5.3M shares0.99%2025-09-302025-11-14
VEA Vanguard MSCI EAFE ETF25.1M shares10.04%2025-09-302025-11-14 VOO VANGUARD INDEX FDS2.3M shares-0.07%2025-09-302025-11-14 IJH iShares Core S&P Mid-Cap ETF14.9M shares0.65%2025-09-302025-11-14 VXUS VANGUARD STAR FDS11.0M shares5.69%2025-09-302025-11-14 SCHD SCHWAB STRATEGIC TR28.3M shares-2.42%2025-09-302025-11-14 VTI VANGUARD INDEX FDS2.0M shares1.88%2025-09-302025-11-14 SCHF Schwab International Equity ETF21.6M shares0.30%2025-09-302025-11-14 VWO Vanguard FTSE Emerging Markets ETF8.9M shares7.05%2025-09-302025-11-14 VUG VANGUARD INDEX FDS922.9K shares2.89%2025-09-302025-11-14 IJR iShares Core S&P Small-Cap ETF3.7M shares0.45%2025-09-302025-11-14 VTIP VANGUARD MALVERN FDS7.6M shares9.30%2025-09-302025-11-14 VO VANGUARD INDEX FDS1.2M shares-0.83%2025-09-302025-11-14 VXF Vanguard Extended Market ETF1.6M shares1.07%2025-09-302025-11-14 VV VANGUARD INDEX FDS1.0M shares-5.10%2025-09-302025-11-14 DFAC DIMENSIONAL ETF TRUST7.7M shares-2.38%2025-09-302025-11-14 SPY SPDR S&P 500 ETF TR441.4K shares1.79%2025-09-302025-11-14 IUSB ISHARES TR4.4M shares1.13%2025-09-302025-11-14 VB VANGUARD INDEX FDS793.7K shares-0.94%2025-09-302025-11-14 VEU Vanguard FTSE All-Wld ex-US ETF2.2M shares6.00%2025-09-302025-11-14 SCHX SCHWAB STRATEGIC TR5.7M shares-1.91%2025-09-302025-11-14 AAPL APPLE INC442.6K shares-1.30%2025-09-302025-11-14 IEMG ISHARES INC1.7M shares-0.81%2025-09-302025-11-14 MSFT MICROSOFT CORP215.5K shares-51.51%2025-09-302025-11-14 VTV VANGUARD INDEX FDS580.5K shares-0.44%2025-09-302025-11-14 VBK VANGUARD INDEX FDS357.2K shares-1.91%2025-09-302025-11-14 EFA iShares MSCI EAFE ETF1.1M shares-2.23%2025-09-302025-11-14 MUB iShares S&P National AMT-Free Muni972.6K shares-19.86%2025-09-302025-11-14 BND VANGUARD BD INDEX FDS1.4M shares0.17%2025-09-302025-11-14 IWF iShares Russell 1000 Growth207.9K shares-4.77%2025-09-302025-11-14 QQQ INVESCO QQQ TR141.0K shares9.75%2025-09-302025-11-14 DFAE DIMENSIONAL ETF TRUST2.6M shares0.65%2025-09-302025-11-14 AON AON PLC230.9K shares-0.99%2025-09-302025-11-14 EMLP FIRST TR EXCHANGE-TRADED FD2.1M shares0.65%2025-09-302025-11-14 DFAI DIMENSIONAL ETF TRUST2.2M shares-0.80%2025-09-302025-11-14 VBR VANGUARD INDEX FDS359.5K shares0.66%2025-09-302025-11-14 TFLO ISHARES TR1.5M shares12.34%2025-09-302025-11-14 VTEB VANGUARD MUN BD FDS1.4M shares-14.55%2025-09-302025-11-14 IEFA ISHARES TR820.1K shares2.13%2025-09-302025-11-14 DFGR DIMENSIONAL ETF TRUST2.5M shares3.03%2025-09-302025-11-14 IXUS ISHARES TR820.4K shares-2.84%2025-09-302025-11-14 IWB iShares Russell 1000 Index174.4K shares-0.85%2025-09-302025-11-14 SCHE Schwab Emerging Market Equities ETF1.9M shares-0.70%2025-09-302025-11-14 SPYM SPDR SERIES TRUST794.6K shares0.24%2025-09-302025-11-14 HYDB ISHARES TR1.3M shares2.86%2025-09-302025-11-14 CME CME GROUP INC225.3K shares-0.08%2025-09-302025-11-14 CVLC MORGAN STANLEY ETF TRUST716.3K shares263.22%2025-09-302025-11-14 VT VANGUARD INTL EQUITY INDEX F367.6K shares100.37%2025-09-302025-11-14 NOBL PROSHARES TR485.7K shares-1.18%2025-09-302025-11-14 IWM iShares Russell 2000 Index197.9K shares-0.52%2025-09-302025-11-14 GOOG ALPHABET INC182.3K shares-0.35%2025-09-302025-11-14 VNQ VANGUARD INDEX FDS478.1K shares-3.35%2025-09-302025-11-14 NVDA NVIDIA CORPORATION231.5K shares-2.18%2025-09-302025-11-14 VYM Vanguard High Dividend279.4K shares3.12%2025-09-302025-11-14 IWP iShares Russell Midcap Growth273.0K shares0.20%2025-09-302025-11-14 DFAU Dimensional U.S. Core Equity Market ETF829.9K shares-2.56%2025-09-302025-11-14 AMZN AMAZON COM INC172.6K shares-3.03%2025-09-302025-11-14 IWR iShares Russell Midcap Blend390.2K shares1.51%2025-09-302025-11-14 SMMD ISHARES TR500.0K shares-0.68%2025-09-302025-11-14 AGG iShares Barclays Aggregate Bond366.3K shares-23.52%2025-09-302025-11-14 IWV iShares Russell 3000 Index96.7K shares1.27%2025-09-302025-11-14 IJJ iShares S&P Midcap 400/BARRA Value265.5K shares1.62%2025-09-302025-11-14 VCSH VANGUARD SCOTTSDALE FDS425.8K shares3.18%2025-09-302025-11-14 IVW iShares SP 500 Growth Index278.2K shares-2.61%2025-09-302025-11-14 USFR WISDOMTREE TR660.0K shares-8.01%2025-09-302025-11-14 IWD iShares Russell 1000 Value Index160.9K shares8.15%2025-09-302025-11-14 BRK.B BERKSHIRE HATHAWAY INC DEL63.4K shares-0.58%2025-09-302025-11-14 EAGG iShares ESG U.S. Aggregate Bond ETF639.7K shares3.36%2025-09-302025-11-14 VOT VANGUARD INDEX FDS101.7K shares-0.87%2025-09-302025-11-14 CVIE MORGAN STANLEY ETF TRUST405.9K shares464.02%2025-09-302025-11-14 ITOT iShares Core S&P Total US Stock Market E183.2K shares-1.68%2025-09-302025-11-14 IGF ISHARES TR429.4K shares-2.27%2025-09-302025-11-14 SCHB SCHWAB STRATEGIC TR1.0M shares0.16%2025-09-302025-11-14 RSP INVESCO EXCHANGE TRADED FD T135.3K shares25.18%2025-09-302025-11-14 VGK Vanguard FTSE Europe ETF310.8K shares8.61%2025-09-302025-11-14 SCHP SCHWAB STRATEGIC TR905.8K shares101.45%2025-09-302025-11-14 JPM JPMORGAN CHASE & CO.74.3K shares-6.42%2025-09-302025-11-14 GOOGL ALPHABET INC94.8K shares1.47%2025-09-302025-11-14 PG Procter & Gamble Co141.7K shares-0.56%2025-09-302025-11-14 GLD SPDR GOLD TR56.1K shares6.92%2025-09-302025-11-14 SCHA SCHWAB STRATEGIC TR681.9K shares100.06%2025-09-302025-11-14 BSV VANGUARD BD INDEX FDS239.8K shares95.56%2025-09-302025-11-14 TSLA TESLA INC41.5K shares3.17%2025-09-302025-11-14 META META PLATFORMS INC25.0K shares-6.71%2025-09-302025-11-14 CVX CHEVRON CORP NEW115.1K shares-4.36%2025-09-302025-11-14 IBM International Business Machines63.1K shares-10.01%2025-09-302025-11-14 VIG Vanguard Dividend Appreciation ETF80.9K shares6.33%2025-09-302025-11-14 ACN ACCENTURE PLC IRELAND69.5K shares-30.78%2025-09-302025-11-14 RKT ROCKET COS INC878.0K sharesnew addition2025-09-302025-11-14 EIPI FIRST TR EXCHNG TRADED FD VI856.1K shares2.48%2025-09-302025-11-14 QUAL ISHARES TR86.7K shares-1.20%2025-09-302025-11-14 WMT WALMART INC153.8K shares-17.69%2025-09-302025-11-14 JNJ JOHNSON & JOHNSON83.6K shares-50.83%2025-09-302025-11-14 IWO ISHARES TR48.3K shares0.62%2025-09-302025-11-14 COST COSTCO WHSL CORP NEW16.5K shares4.16%2025-09-302025-11-14 XOM EXXON MOBIL CORP134.4K shares-3.43%2025-09-302025-11-14 PVAL PUTNAM ETF TRUST328.7K shares23.55%2025-09-302025-11-14 GE GE AEROSPACE45.5K shares1.04%2025-09-302025-11-14 AVGO BROADCOM INC41.0K shares-10.59%2025-09-302025-11-14 IWN ISHARES TR75.6K shares0.96%2025-09-302025-11-14 DFUS DIMENSIONAL ETF TRUST184.1K shares1.46%2025-09-302025-11-14 IVE iShares S&P 500/BARRA Value Index63.0K shares0.33%2025-09-302025-11-14 MGV VANGUARD WORLD FD90.0K shares-32.27%2025-09-302025-11-14 SUSB iShares ESG 1-5 Year USD Corp Bd ETF489.5K shares2.12%2025-09-302025-11-14 HDV ISHARES TR97.3K shares5.32%2025-09-302025-11-14 QDF FLEXSHARES TR147.7K shares-0.11%2025-09-302025-11-14 ABBV ABBVIE INC50.4K shares-0.93%2025-09-302025-11-14 MTSR METSERA INC213.1K sharesnew addition2025-09-302025-11-14 DGRW WISDOMTREE TR123.2K shares-1.98%2025-09-302025-11-14 ESGD ISHARES TR113.3K shares-3.46%2025-09-302025-11-14 IQDF FLEXSHARES TR366.8K shares1.09%2025-09-302025-11-14 SCHM SCHWAB STRATEGIC TR349.7K shares0.47%2025-09-302025-11-14 VOE VANGUARD INDEX FDS59.2K shares2.21%2025-09-302025-11-14 SUB iShares Short-Term National Muni Bd ETF95.9K shares-1.97%2025-09-302025-11-14 PRF INVESCO EXCHANGE TRADED FD T221.0K shares0.06%2025-09-302025-11-14 SPYG SPDR SERIES TRUST94.2K shares-36.83%2025-09-302025-11-14 PM PHILIP MORRIS INTL INC59.9K shares-38.35%2025-09-302025-11-14 ESGU ISHARES TR66.0K shares-5.62%2025-09-302025-11-14 KO COCA COLA CO142.0K shares-51.58%2025-09-302025-11-14 SPMD SPDR SERIES TRUST163.9K shares-2.44%2025-09-302025-11-14 HD HOME DEPOT INC22.6K shares-54.44%2025-09-302025-11-14 DFUV DIMENSIONAL ETF TRUST204.1K shares-1.01%2025-09-302025-11-14 HYMB SPDR SERIES TRUST356.2K shares-12.40%2025-09-302025-11-14 MDY SPDR S&P MIDCAP 400 ETF TR14.9K shares-2.84%2025-09-302025-11-14 VDC VANGUARD WORLD FD41.1K shares-1.09%2025-09-302025-11-14 BRK.A BERKSHIRE HATHAWAY INC DEL12 shares0.00%2025-09-302025-11-14 GSLC GOLDMAN SACHS ETF TR65.5K shares-0.60%2025-09-302025-11-14 NFLX NETFLIX INC6.9K shares0.59%2025-09-302025-11-14 MA MASTERCARD INCORPORATED14.2K shares-6.04%2025-09-302025-11-14 PLTR PALANTIR TECHNOLOGIES INC43.7K shares-43.79%2025-09-302025-11-14 V VISA INC23.4K shares-11.00%2025-09-302025-11-14 IBIT ISHARES BITCOIN TRUST ETF121.4K shares14.76%2025-09-302025-11-14 SDY SPDR SERIES TRUST56.1K shares5.09%2025-09-302025-11-14 DSI ISHARES TR62.2K shares-12.60%2025-09-302025-11-14 TMO Thermo Electron Corp15.7K shares95.00%2025-09-302025-11-14 SCHW Charles Schwab Corp79.0K shares-10.14%2025-09-302025-11-14 SBUX Starbucks86.8K shares-8.96%2025-09-302025-11-14 DIHP DIMENSIONAL ETF TRUST241.1K shares-27.55%2025-09-302025-11-14 IYW iShares Dow Jones36.7K shares129.15%2025-09-302025-11-14 VOOG VANGUARD ADMIRAL FDS INC16.4K shares0.02%2025-09-302025-11-14 MCD MCDONALDS CORP21.4K shares-36.53%2025-09-302025-11-14 PMBS PIMCO ETF TR130.9K shares-4.98%2025-09-302025-11-14 DFAX DIMENSIONAL ETF TRUST205.5K shares-2.64%2025-09-302025-11-14 SCHG SCHWAB STRATEGIC TR197.5K shares1.97%2025-09-302025-11-14 GOVT ISHARES TR267.2K shares-5.15%2025-09-302025-11-14 ORCL ORACLE CORP21.9K shares5.92%2025-09-302025-11-14 LLY ELI LILLY & CO8.0K shares-51.76%2025-09-302025-11-14 DTH WISDOMTREE TR124.1K shares0.79%2025-09-302025-11-14 VZ VERIZON COMMUNICATIONS INC138.7K shares2.78%2025-09-302025-11-14 DCOR Dimensional US Core Equity 1 ETF83.4K shares0.02%2025-09-302025-11-14 EIM EATON VANCE MUN BD FD603.3K shares-0.31%2025-09-302025-11-14 EEM iShares MSCI Emerging Markets111.4K shares1.80%2025-09-302025-11-14 NBOS NEUBERGER BERMAN ETF TRUST220.3K shares-0.45%2025-09-302025-11-14 DVY iShares Dow Jones Select Dividend41.1K shares4.92%2025-09-302025-11-14 WFC Wells Fargo & Co68.9K shares-7.54%2025-09-302025-11-14 BAB INVESCO EXCH TRADED FD TR II200.9K shares-7.04%2025-09-302025-11-14 BYRN BYRNA TECHNOLOGIES INC245.1K shares-16.41%2025-09-302025-11-14 FNDX Schwab Fundamental US Large Company ETF203.3K shares112.88%2025-09-302025-11-14 TFI SPDR SERIES TRUST116.6K shares-14.28%2025-09-302025-11-14 IWS iShares Russell Midcap Value37.8K shares0.02%2025-09-302025-11-14 ESGE ISHARES INC120.5K shares-1.36%2025-09-302025-11-14 UNP UNION PAC CORP22.1K shares-2.83%2025-09-302025-11-14 PEP PEPSICO INC37.1K shares-52.48%2025-09-302025-11-14 ABT ABBOTT LABS38.6K shares3.00%2025-09-302025-11-14 REET ISHARES TR201.6K shares4.55%2025-09-302025-11-14 IAU ISHARES GOLD TR69.4K shares-4.72%2025-09-302025-11-14 GS GOLDMAN SACHS GROUP INC6.2K shares18.66%2025-09-302025-11-14 XLK SELECT SECTOR SPDR TR17.6K shares24.40%2025-09-302025-11-14 MO ALTRIA GROUP INC74.8K shares24.70%2025-09-302025-11-14 BAC BANK AMERICA CORP95.5K shares-8.44%2025-09-302025-11-14 MGK Vanguard Mega Cap Growth ETF12.1K shares3.87%2025-09-302025-11-14 BIL SPDR SERIES TRUST52.1K shares6.79%2025-09-302025-11-14 DIS DISNEY WALT CO40.0K shares106.98%2025-09-302025-11-14 DUHP DIMENSIONAL ETF TRUST118.1K shares-31.42%2025-09-302025-11-14 VGT VANGUARD WORLD FD6.0K shares3.32%2025-09-302025-11-14 CEG CONSTELLATION ENERGY CORP13.5K shares3.82%2025-09-302025-11-14 BX BLACKSTONE INC25.9K shares-0.73%2025-09-302025-11-14 IJK iShares S&P 400 Growth45.6K shares-1.90%2025-09-302025-11-14 PRFZ INVESCO EXCHANGE TRADED FD T95.2K shares0.00%2025-09-302025-11-14 SYK Stryker Corp11.3K shares-5.17%2025-09-302025-11-14 MAR MARRIOTT INTL INC NEW16.0K shares23.16%2025-09-302025-11-14 DFIV DIMENSIONAL ETF TRUST89.3K shares-14.94%2025-09-302025-11-14 MRK MERCK & CO INC48.0K shares-2.52%2025-09-302025-11-14 UNH UNITEDHEALTH GROUP INC11.6K shares-11.24%2025-09-302025-11-14 CPK CHESAPEAKE UTILS CORP29.4K shares-0.25%2025-09-302025-11-14 IBTF ISHARES TR168.4K shares-0.39%2025-09-302025-11-14 TJX TJX Companies Inc27.2K shares1.78%2025-09-302025-11-14 EFV iShares MSCI EAFE Value ETF57.8K shares-1.80%2025-09-302025-11-14 AMLP ALPS ETF TR82.0K shares2.06%2025-09-302025-11-14 GBTC GRAYSCALE BITCOIN TRUST ETF42.7K shares-2.01%2025-09-302025-11-14 LOW Lowes Companies Inc15.2K shares-7.76%2025-09-302025-11-14 CSCO CISCO SYS INC55.8K shares-10.44%2025-09-302025-11-14 HYD VANECK ETF TRUST74.3K shares-2.58%2025-09-302025-11-14 JNK SPDR SERIES TRUST37.7K shares-0.82%2025-09-302025-11-14 AXP AMERICAN EXPRESS CO11.1K shares-1.84%2025-09-302025-11-14 DIA SPDR DOW JONES INDL AVERAGE7.8K shares5.08%2025-09-302025-11-14 EMR EMERSON ELEC CO27.4K shares88.45%2025-09-302025-11-14 USB US Bancorp74.1K shares-6.37%2025-09-302025-11-14 MS MORGAN STANLEY22.1K shares-9.79%2025-09-302025-11-14 IJS iShares S&P Smallcap 600/BARRA Value Index31.7K shares105.04%2025-09-302025-11-14 ETN EATON CORP PLC9.1K shares-0.27%2025-09-302025-11-14 XLF SELECT SECTOR SPDR TR62.7K shares4.83%2025-09-302025-11-14 LRGF ISHARES TR48.7K shares-6.48%2025-09-302025-11-14 QCLN FIRST TR EXCHANGE-TRADED FD79.0K shares-17.63%2025-09-302025-11-14 T AT&T INC117.4K shares6.10%2025-09-302025-11-14 GEV GE VERNOVA INC5.4K shares1.68%2025-09-302025-11-14 IBTG ISHARES TR140.1K shares3.37%2025-09-302025-11-14 VPU VANGUARD WORLD FD16.6K shares1.34%2025-09-302025-11-14 BA BOEING CO14.6K shares-3.17%2025-09-302025-11-14 IJT iShares S&P 600 Growth21.9K shares105.58%2025-09-302025-11-14 SHY iShares 1-3 Year Treasury Bond ETF37.3K shares0.47%2025-09-302025-11-14 DLN WISDOMTREE TR35.3K shares-1.18%2025-09-302025-11-14 APO APOLLO GLOBAL MGMT INC22.9K shares-2.17%2025-09-302025-11-14 GBIL GOLDMAN SACHS ETF TR30.4K shares-0.20%2025-09-302025-11-14 GDX VANECK ETF TRUST39.8K shares11.16%2025-09-302025-11-14 PANW PALO ALTO NETWORKS INC14.7K shares-2.88%2025-09-302025-11-14 OEF iShares S&P 100 Index8.9K shares-14.16%2025-09-302025-11-14 DFAS DIMENSIONAL ETF TRUST43.3K shares-3.08%2025-09-302025-11-14 ITW ILLINOIS TOOL WKS INC11.3K shares-0.87%2025-09-302025-11-14 BLK BLACKROCK INC2.5K shares-2.61%2025-09-302025-11-14 EFG ISHARES TR25.8K shares16.10%2025-09-302025-11-14 COF CAPITAL ONE FINL CORP13.8K shares12.42%2025-09-302025-11-14 OUSM ALPS ETF TR64.6K shares0.00%2025-09-302025-11-14 NSC Norfolk Southern Corp9.6K shares-3.05%2025-09-302025-11-14 PFE PFIZER INC112.9K shares-52.20%2025-09-302025-11-14 CAT CATERPILLAR INC6.0K shares-46.48%2025-09-302025-11-14 NOC NORTHROP GRUMMAN CORP4.7K shares-49.21%2025-09-302025-11-14 RDDT REDDIT INC12.2K shares453.26%2025-09-302025-11-14 RTX RTX CORPORATION16.7K shares-9.34%2025-09-302025-11-14 DFCF DIMENSIONAL ETF TRUST64.9K shares0.00%2025-09-302025-11-14 IDXX IDEXX LABS INC4.3K shares5.14%2025-09-302025-11-14 JQUA J P MORGAN EXCHANGE TRADED F42.9K shares-2.09%2025-09-302025-11-14 DUK DUKE ENERGY CORP NEW21.7K shares-4.68%2025-09-302025-11-14 CMF iShares Calif Amt Free46.5K shares2.00%2025-09-302025-11-14 SHOP SHOPIFY INC17.8K shares134.55%2025-09-302025-11-14 FAST FASTENAL CO53.7K shares-2.10%2025-09-302025-11-14 ADP AUTOMATIC DATA PROCESSING IN8.9K shares-4.71%2025-09-302025-11-14 CART MAPLEBEAR INC70.9K shares-0.11%2025-09-302025-11-14 SOXX ISHARES TR9.6K shares-12.15%2025-09-302025-11-14 WDIV SPDR INDEX SHS FDS35.6K shares0.00%2025-09-302025-11-14 SPYD SPDR SERIES TRUST58.2K shares-0.13%2025-09-302025-11-14 CBNK CAPITAL BANCORP INC MD79.7K shares0.15%2025-09-302025-11-14 IBTH ISHARES TR111.2K shares14.87%2025-09-302025-11-14 DEHP DIMENSIONAL ETF TRUST81.8K shares-24.25%2025-09-302025-11-14 BOXX EA SERIES TRUST21.8K shares43.17%2025-09-302025-11-14 EPD ENTERPRISE PRODS PARTNERS L79.2K shares-0.05%2025-09-302025-11-14 MMS MAXIMUS INC27.1K shares-0.21%2025-09-302025-11-14 XLV SELECT SECTOR SPDR TR17.7K shares-40.00%2025-09-302025-11-14 DFSI Dimensional International Sstby Cr 1 ETF59.5K shares-5.63%2025-09-302025-11-14 DGRO ISHARES TR35.1K shares7.52%2025-09-302025-11-14 HRL HORMEL FOODS CORP96.7K shares-0.01%2025-09-302025-11-14 ISHG ISHARES TR31.2K shares22.75%2025-09-302025-11-14 PXF INVESCO EXCH TRADED FD TR II38.7K shares0.61%2025-09-302025-11-14 SPYV SPDR SERIES TRUST42.6K shares0.34%2025-09-302025-11-14 FI FISERV 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shares0.00%2025-09-302025-11-14 BKNG BOOKING HOLDINGS INC137 shares-23.89%2025-09-302025-11-14 DTE DTE ENERGY CO5.2K shares-9.11%2025-09-302025-11-14 NYF ISHARES TR13.8K shares-29.88%2025-09-302025-11-14 DE DEERE & CO1.6K shares-5.23%2025-09-302025-11-14 KMB KIMBERLY-CLARK CORP5.9K shares-1.58%2025-09-302025-11-14 DDS DILLARDS INC1.2K shares0.00%2025-09-302025-11-14 CPRX CATALYST PHARMACEUTICALS INC36.8K shares-0.10%2025-09-302025-11-14 NUE NUCOR CORP5.3K shares-3.78%2025-09-302025-11-14 D DOMINION ENERGY INC11.6K shares17.74%2025-09-302025-11-14 PYPL PAYPAL HLDGS INC10.6K shares-13.70%2025-09-302025-11-14 URTH ISHARES INC3.9K shares0.00%2025-09-302025-11-14 CIBR FIRST TR EXCHANGE TRADED FD9.2K shares2.94%2025-09-302025-11-14 LDRX SGI Enhanced Market Leaders ETF21.8K shares0.00%2025-09-302025-11-14 RRX Regal Rexnord Corp Com Stk Usd0.014.8K shares-5.05%2025-09-302025-11-14 TPL TEXAS PACIFIC LAND CORPORATI743 shares-7.36%2025-09-302025-11-14 RCL ROYAL CARIBBEAN GROUP2.1K shares-9.96%2025-09-302025-11-14 BINC BLACKROCK ETF TRUST II12.8K shares0.00%2025-09-302025-11-14 ITM Market Vectors Intermediate Muni ETF14.5K shares3.76%2025-09-302025-11-14 GWX SPDR S&P Intl Small Cap ETF16.8K shares0.00%2025-09-302025-11-14 PFF ISHARES TR21.3K shares-9.87%2025-09-302025-11-14 BTC GRAYSCALE BITCOIN MINI TR ET13.3K shares6.89%2025-09-302025-11-14 SPHD INVESCO EXCH TRADED FD TR II13.6K shares-4.41%2025-09-302025-11-14 WTRG ESSENTIAL UTILS INC16.8K shares2.73%2025-09-302025-11-14 FBTC FIDELITY WISE ORIGIN BITCOIN6.7K shares-2.84%2025-09-302025-11-14 SLYG SPDR SERIES TRUST7.1K shares-4.49%2025-09-302025-11-14 DFEM DIMENSIONAL ETF TRUST20.7K shares0.00%2025-09-302025-11-14 MKC MCCORMICK & CO INC9.9K shares276.20%2025-09-302025-11-14 VIOO VANGUARD ADMIRAL FDS INC6.0K shares0.00%2025-09-302025-11-14 IP INTERNATIONAL PAPER CO14.2K shares-3.76%2025-09-302025-11-14 COP CONOCOPHILLIPS6.9K shares-28.48%2025-09-302025-11-14 GIS GENERAL MLS INC12.9K shares-8.32%2025-09-302025-11-14 USMV ISHARES TR6.7K shares-7.06%2025-09-302025-11-14 XLRE SELECT SECTOR SPDR TR15.2K shares0.45%2025-09-302025-11-14 UL UNILEVER PLC10.8K shares-10.60%2025-09-302025-11-14 MDT MEDTRONIC PLC6.5K shares-16.30%2025-09-302025-11-14 USRT iShares Core US REIT ETF10.5K shares0.00%2025-09-302025-11-14 LH LABCORP HOLDINGS INC2.2K shares-0.32%2025-09-302025-11-14 CMI CUMMINS INC1.4K shares-6.77%2025-09-302025-11-14 FBND FIDELITY MERRIMACK STR TR13.1K sharesnew addition2025-09-302025-11-14 TGT TARGET CORP6.8K shares-11.24%2025-09-302025-11-14 XLP SELECT SECTOR SPDR TR7.7K shares-2.43%2025-09-302025-11-14 PEG Public Service Enterprise Group7.2K shares121.61%2025-09-302025-11-14 UYLD ANGEL OAK FUNDS TRUST11.7K shares-11.30%2025-09-302025-11-14 LNT ALLIANT ENERGY CORP8.9K shares-2.86%2025-09-302025-11-14 WELL WELLTOWER INC3.4K shares-18.78%2025-09-302025-11-14 MLPX GLOBAL X FDS9.5K shares1.07%2025-09-302025-11-14 SLYV SPDR SERIES TRUST6.6K shares-5.02%2025-09-302025-11-14 PHB INVESCO EXCH TRADED FD TR II31.3K shares-5.74%2025-09-302025-11-14 CACI CACI INTL INC1.2K shares-11.30%2025-09-302025-11-14 CFG CITIZENS FINL GROUP INC10.9K shares-6.21%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available