The Analysis of Western Wealth Management, LLC's Holdings
Currently, Western Wealth Management, LLC holds 760 types of securities in its portfolio with a total value $1.9B. In the most recent quarter, they have increased their positions in CGDV (+243.9K shares, valued at $10.2M), JGRO (+84.2K shares, valued at $7.9M), SPY (+10.0K shares, valued at $6.7M); decreased their positions in TSLA (-8.5K shares, valued at $3.8M), IJR (-23.8K shares, valued at $2.8M), XLI (-13.5K shares, valued at $2.1M); initiated new positions in JPSE (+34.6K shares, valued at $1.7M), CINF (+10.3K shares, valued at $1.6M), MDYG (+16.4K shares, valued at $1.5M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
QQQ INVESCO QQQ128.7K shares-0.63%2025-09-302025-11-06
AAPL APPLE INC258.7K shares-0.18%2025-09-302025-11-06 QQQM INVESCO NASDAQ221.7K shares6.22%2025-09-302025-11-06 NVDA NVIDIA CORP287.7K shares2.62%2025-09-302025-11-06 SPYM SPDR PORTFOLIO629.1K shares1.84%2025-09-302025-11-06 BRK.B BERKSHIRE HATHAWAY90.4K shares-2.90%2025-09-302025-11-06 MSFT MICROSOFT CORP82.5K shares2.84%2025-09-302025-11-06 CGDV CAPITAL GROUP1.0M shares32.22%2025-09-302025-11-06 SPYG SPDR PORTFOLIO368.0K shares0.64%2025-09-302025-11-06 SPY SPDR S&P49.9K shares25.22%2025-09-302025-11-06 AMZN AMAZON COM147.5K shares2.83%2025-09-302025-11-06 IVW ISHARES S&P219.6K shares-0.93%2025-09-302025-11-06 SDVY FIRST TRUST651.9K shares8.82%2025-09-302025-11-06 SPYV SPDR PORTFOLIO433.0K shares2.47%2025-09-302025-11-06 AVGO BROADCOM INC71.9K shares-1.61%2025-09-302025-11-06 IVV ISHARES CORE33.8K shares-0.04%2025-09-302025-11-06 VIG VANGUARD DIVIDEND101.9K shares-2.43%2025-09-302025-11-06 RDVY FIRST TRUST325.1K shares1.62%2025-09-302025-11-06 GOOGL ALPHABET INC89.2K shares2.48%2025-09-302025-11-06 META META PLATFORMS22.2K shares4.21%2025-09-302025-11-06 VOO VANGUARD S&P25.1K shares0.66%2025-09-302025-11-06 VTI VANGUARD TOTAL45.2K shares0.45%2025-09-302025-11-06 FTSM FIRST TRUST242.9K shares6.10%2025-09-302025-11-06 COST COSTCO WHOLESALE15.5K shares2.59%2025-09-302025-11-06 IJH ISHARES CORE212.8K shares0.45%2025-09-302025-11-06 XLK TECHNOLOGY SELECT47.0K shares-12.14%2025-09-302025-11-06 JPM JPMORGAN CHASE39.5K shares2.43%2025-09-302025-11-06 VGT VANGUARD INFORMATION15.6K shares4.34%2025-09-302025-11-06 EVTR EATON VANCE218.8K shares10.08%2025-09-302025-11-06 SPTM SPDR PORTFOLIO137.5K shares9.07%2025-09-302025-11-06 SPMD SPDR PORTFOLIO190.3K shares-0.42%2025-09-302025-11-06 V VISA INC31.8K shares3.50%2025-09-302025-11-06 SPSM SPDR PORTFOLIO231.4K shares0.19%2025-09-302025-11-06 IWF ISHARES RUSSELL22.5K shares0.94%2025-09-302025-11-06 UCON FIRST TRUST414.5K shares7.01%2025-09-302025-11-06 FTCS FIRST TRUST111.4K shares-0.40%2025-09-302025-11-06 DGRW WISDOMTREE US115.6K shares-0.04%2025-09-302025-11-06 PLTR PALANTIR TECHNOLOGIES52.2K shares30.22%2025-09-302025-11-06 GOOG ALPHABET INC38.5K shares1.42%2025-09-302025-11-06 VFLO VICTORYSHARES FREE241.7K shares3.55%2025-09-302025-11-06 GLD SPDR GOLD24.9K shares6.39%2025-09-302025-11-06 JGRO JPMORGAN ACTIVE88.5K shares1957.52%2025-09-302025-11-06 TSLA TESLA INC18.5K shares-31.31%2025-09-302025-11-06 RWL INVESCO S&P67.7K shares-0.78%2025-09-302025-11-06 XLF FINANCIAL SELECT137.8K shares-0.99%2025-09-302025-11-06 ROUS HARTFORD MULTIFACTOR125.6K shares-0.80%2025-09-302025-11-06 SPDW SPDR DEVELOPED163.3K shares-0.53%2025-09-302025-11-06 XLV HEALTHCARE SELECT50.1K shares-2.62%2025-09-302025-11-06 VUG VANGUARD GROWTH14.3K shares1.97%2025-09-302025-11-06 WMT WALMART INC65.8K shares-2.69%2025-09-302025-11-06 NFLX NETFLIX INC5.5K shares8.87%2025-09-302025-11-06 CGGR CAPITAL GROUP147.8K shares7.81%2025-09-302025-11-06 LLY ELI LILLY8.5K shares-2.34%2025-09-302025-11-06 XLC COMMUNICATION SERVICES54.4K shares8.24%2025-09-302025-11-06 XOM EXXON MOBIL55.8K shares-1.82%2025-09-302025-11-06 IEFA ISHARES CORE70.3K shares5.07%2025-09-302025-11-06 ORLY O REILLY AUTOMOTIVE56.0K shares2.69%2025-09-302025-11-06 TSM TAIWAN SEMICONDUCTOR21.4K shares5.14%2025-09-302025-11-06 XLG INVESCO S&P103.6K shares2.54%2025-09-302025-11-06 QGRO AMERICAN CENTURY52.1K shares2.85%2025-09-302025-11-06 MA MASTERCARD INC10.3K shares1.25%2025-09-302025-11-06 IDMO INVESCO S&P107.2K shares11.30%2025-09-302025-11-06 MCD MCDONALDS CORP18.7K shares2.49%2025-09-302025-11-06 USMV ISHARES MSCI57.8K shares-1.14%2025-09-302025-11-06 QUAL ISHARES MSCI28.1K shares-4.56%2025-09-302025-11-06 DFAC DIMENSIONAL US138.8K shares15.80%2025-09-302025-11-06 XLRE REAL ESTATE125.8K shares124.17%2025-09-302025-11-06 ITOT ISHARES CORE36.1K shares-0.02%2025-09-302025-11-06 BUFR FIRST TRUST154.8K shares-5.89%2025-09-302025-11-06 HD HOME DEPOT12.7K shares0.09%2025-09-302025-11-06 FPE FIRST TRUST280.9K shares-1.91%2025-09-302025-11-06 CRWD CROWDSTRIKE HOLDINGS10.4K shares8.42%2025-09-302025-11-06 SPTI SPDR INTERMEDIATE176.3K shares-0.32%2025-09-302025-11-06 ABBV ABBVIE INC21.8K shares0.39%2025-09-302025-11-06 CTAS CINTAS CORP24.5K shares0.88%2025-09-302025-11-06 PG PROCTER & GAMBLE32.5K shares-2.12%2025-09-302025-11-06 RECS COLUMBIA RESEARCH121.1K shares9.96%2025-09-302025-11-06 FVD FIRST TRUST105.7K shares-2.57%2025-09-302025-11-06 SPHQ INVESCO S&P65.6K shares1.53%2025-09-302025-11-06 USFR WISDOMTREE FLOATING94.9K shares-13.12%2025-09-302025-11-06 BAC BANK AMERICA91.3K shares1.06%2025-09-302025-11-06 SPIB SPDR PORTFOLIO138.6K shares24.97%2025-09-302025-11-06 FNX FIRST TRUST37.2K shares1.64%2025-09-302025-11-06 MSTR STRATEGY INC14.4K shares25.94%2025-09-302025-11-06 IHDG WISDOMTREE TRUST100.6K shares148.31%2025-09-302025-11-06 XLI INDUSTRIAL SELECT29.9K shares-31.10%2025-09-302025-11-06 EFA ISHARES MSCI48.9K shares1.64%2025-09-302025-11-06 CGUS CAPITAL GROUP112.7K shares6.51%2025-09-302025-11-06 MOAT VANECK MORNINGSTAR43.9K shares-15.44%2025-09-302025-11-06 GE GE AEROSPACE14.1K shares0.38%2025-09-302025-11-06 XLE ENERGY SELECT47.2K shares-6.59%2025-09-302025-11-06 UBER UBER TECHNOLOGIES42.1K shares65.19%2025-09-302025-11-06 BX BLACKSTONE INC24.1K shares61.01%2025-09-302025-11-06 IUSG ISHARES S&P25.0K shares0.04%2025-09-302025-11-06 SMH VANECK SEMICONDUCTOR12.5K shares-1.73%2025-09-302025-11-06 JQUA JPMORGAN US64.6K shares-0.52%2025-09-302025-11-06 VYM VANGUARD HIGH28.0K shares4.11%2025-09-302025-11-06 DIA SPDR DOW8.5K shares0.19%2025-09-302025-11-06 SCHD SCHWAB US143.7K shares5.31%2025-09-302025-11-06 SPMB SPDR MORTGAGE174.4K shares0.39%2025-09-302025-11-06 ORCL ORACLE CORP13.8K shares6.30%2025-09-302025-11-06 AIRR FIRST TRUST38.2K shares6.50%2025-09-302025-11-06 IVE ISHARES S&P16.5K shares-0.58%2025-09-302025-11-06 FPX FIRST TRUST20.4K shares-0.69%2025-09-302025-11-06 BLK BLACKROCK FDG2.9K shares10.56%2025-09-302025-11-06 NOW SERVICENOW INC3.6K shares5.80%2025-09-302025-11-06 DVY ISHARES SELECT22.9K shares-2.22%2025-09-302025-11-06 CSCO CISCO SYSTEMS47.5K shares32.51%2025-09-302025-11-06 VBK VANGUARD SMALL10.9K shares0.36%2025-09-302025-11-06 TJX TJX COS22.3K shares0.60%2025-09-302025-11-06 FMBH FIRST MID85.0K shares0.00%2025-09-302025-11-06 FTC FIRST TRUST20.0K shares-6.68%2025-09-302025-11-06 DGRO ISHARES CORE46.9K shares8.24%2025-09-302025-11-06 IWD ISHARES RUSSELL15.6K shares0.46%2025-09-302025-11-06 MTUM ISHARES MSCI12.3K shares5.13%2025-09-302025-11-06 JPST JPMORGAN62.1K shares43.45%2025-09-302025-11-06 VEA VANGUARD FTSE52.6K shares1.41%2025-09-302025-11-06 SPLV INVESCO S&P42.6K shares4.31%2025-09-302025-11-06 FYX FIRST TRUST28.3K shares2.13%2025-09-302025-11-06 SPEM SPDR EMERGING65.9K shares1.00%2025-09-302025-11-06 SCHX SCHWAB US117.1K shares-4.09%2025-09-302025-11-06 CGCB CAPITAL GROUP115.8K shares7.96%2025-09-302025-11-06 VONG VANGUARD RUSSELL25.2K shares0.28%2025-09-302025-11-06 CTA SIMPLIFY MANAGED107.9K shares203.52%2025-09-302025-11-06 VTV VANGUARD VALUE16.0K shares3.68%2025-09-302025-11-06 PANW PALO ALTO14.5K shares11.76%2025-09-302025-11-06 UNH UNITEDHEALTH GROUP8.5K shares-3.53%2025-09-302025-11-06 QCOM QUALCOMM INC17.7K shares16.13%2025-09-302025-11-06 TMFC MOTLEY FOOL41.6K shares123.25%2025-09-302025-11-06 IUSB ISHARES CORE61.7K shares0.32%2025-09-302025-11-06 TRFK PACER DATA43.0K shares473.88%2025-09-302025-11-06 BIL SPDR BLOOMBERG31.3K shares-31.76%2025-09-302025-11-06 SDY SPDR SERIES20.5K shares1.86%2025-09-302025-11-06 PTNQ PACER TRENDPILOT36.9K shares-2.28%2025-09-302025-11-06 IAU ISHARES GOLD39.3K shares14.08%2025-09-302025-11-06 KO COCA COLA COMPANY43.0K shares2.56%2025-09-302025-11-06 JNJ JOHNSON & JOHNSON15.4K shares0.60%2025-09-302025-11-06 IYW ISHARES TECHNOLOGY14.5K shares-38.24%2025-09-302025-11-06 T AT&T INC100.7K shares-0.59%2025-09-302025-11-06 LIN LINDE PLC6.0K shares-2.03%2025-09-302025-11-06 DFAX DIMENSIONAL WORLD89.8K shares3.40%2025-09-302025-11-06 IXN ISHARES GLOBAL27.3K shares0.00%2025-09-302025-11-06 GEV GE VERNOVA4.6K shares16.45%2025-09-302025-11-06 AXP AMERICAN EXPRESS8.5K shares-0.26%2025-09-302025-11-06 IJR ISHARES CORE23.5K shares-50.24%2025-09-302025-11-06 CGCP CAPITAL GROUP122.4K shares0.13%2025-09-302025-11-06 IWM ISHARES RUSSELL11.4K shares-1.36%2025-09-302025-11-06 JAVA JPMORGAN ACTIVE38.8K shares2.27%2025-09-302025-11-06 SPGI S&P GLOBAL5.3K shares8.40%2025-09-302025-11-06 QEFA SPDR INDEX28.9K shares6.49%2025-09-302025-11-06 CVX CHEVRON CORP16.4K shares-6.05%2025-09-302025-11-06 PH PARKER-HANNIFIN CORP3.3K shares2.10%2025-09-302025-11-06 JIRE JPMORGAN33.8K shares5.82%2025-09-302025-11-06 VZ VERIZON COMMUNICATIONS56.0K shares14.90%2025-09-302025-11-06 BSX BOSTON SCIENTIFIC24.9K shares5.55%2025-09-302025-11-06 MMTM SPDR S&P8.3K shares-2.37%2025-09-302025-11-06 RTX RTX CORP14.1K shares6.24%2025-09-302025-11-06 ITA ISHARES AEROSPACE11.2K shares11.80%2025-09-302025-11-06 CGXU CAPITAL GROUP78.1K shares11.23%2025-09-302025-11-06 CRM SALESFORCE INC9.8K shares-16.24%2025-09-302025-11-06 ANET ARISTA NETWORKS15.6K shares5.90%2025-09-302025-11-06 FXO FIRST TRUST37.9K shares-0.34%2025-09-302025-11-06 BILS SPDR BLOOMBERG22.5K shares-19.34%2025-09-302025-11-06 MCK MCKESSON CORP2.9K shares-0.79%2025-09-302025-11-06 ISRG INTUITIVE SURGICAL4.9K shares-14.20%2025-09-302025-11-06 SYK STRYKER CORP5.9K shares29.03%2025-09-302025-11-06 JBND JPMORGAN ACTIVE40.3K shares0.66%2025-09-302025-11-06 IWY ISHARES RUSSELL8.0K shares1.75%2025-09-302025-11-06 LMT LOCKHEED MARTIN4.3K shares-0.07%2025-09-302025-11-06 FMB FIRST TRUST41.2K shares-10.24%2025-09-302025-11-06 GLW CORNING INC25.4K shares1.88%2025-09-302025-11-06 LOW LOWES COMPANIES8.3K shares0.33%2025-09-302025-11-06 XLP SECTOR CONSUMER26.4K shares-3.61%2025-09-302025-11-06 IEMG ISHARES CORE31.0K shares10.45%2025-09-302025-11-06 HDV ISHARES CORE16.7K shares-1.77%2025-09-302025-11-06 SPYD SPDR PORTFOLIO46.0K shares6.40%2025-09-302025-11-06 QTUM DEFIANCE QUANTUM19.2K shares462.24%2025-09-302025-11-06 PYLD PIMCO ENHANCED74.9K shares4.18%2025-09-302025-11-06 COWZ PACER US34.9K shares-11.49%2025-09-302025-11-06 MO ALTRIA GROUP29.9K shares2.00%2025-09-302025-11-06 BND VANGUARD TOTAL26.5K shares12.48%2025-09-302025-11-06 IWP ISHARES RUSSELL13.8K shares-1.65%2025-09-302025-11-06 CAT CATERPILLAR INC4.1K shares-1.78%2025-09-302025-11-06 RSP INVESCO S&P10.3K shares7.10%2025-09-302025-11-06 EME EMCOR GROUP3.0K shares26.34%2025-09-302025-11-06 MMM 3M COMPANY12.5K shares-0.06%2025-09-302025-11-06 RWK INVESCO S&P15.4K shares0.92%2025-09-302025-11-06 XLU UTILITIES SELECT22.1K shares4.06%2025-09-302025-11-06 IBM INTL BUSINESS6.7K shares-7.20%2025-09-302025-11-06 NEM NEWMONT CORP22.4K shares10.50%2025-09-302025-11-06 SPSB SPDR PORTFOLIO62.0K shares46.96%2025-09-302025-11-06 GLDM SPDR GOLD24.5K shares23.32%2025-09-302025-11-06 FDN FIRST TRUST6.7K shares-1.34%2025-09-302025-11-06 IUSV ISHARES CORE18.6K shares-5.73%2025-09-302025-11-06 WTV WISDOMTREE U S20.4K shares98.26%2025-09-302025-11-06 OMFL INVESCO RUSSELL30.6K shares-3.58%2025-09-302025-11-06 MBB ISHARES MBS19.3K shares9.55%2025-09-302025-11-06 USB U S BANCORP DE37.9K shares-3.34%2025-09-302025-11-06 XLY CONSUMER DISCRETIONARY7.6K shares0.09%2025-09-302025-11-06 ABT ABBOTT LABORATORIES13.6K shares0.91%2025-09-302025-11-06 AMD ADVANCED MICRO11.3K shares-6.06%2025-09-302025-11-06 SLYG SPDR SERIES19.3K shares104.22%2025-09-302025-11-06 IQDG WISDOMTREE INTL45.5K shares301.41%2025-09-302025-11-06 DRI DARDEN RESTAURANTS9.5K shares0.88%2025-09-302025-11-06 NET CLOUDFLARE INC8.3K shares-8.12%2025-09-302025-11-06 BA BOEING COMPANY8.2K shares-1.72%2025-09-302025-11-06 ETN EATON CORP4.7K shares21.87%2025-09-302025-11-06 JPSE JPMORGAN DIVERSIFIED34.6K sharesnew addition2025-09-302025-11-06 DIS WALT DISNEY15.0K shares-1.40%2025-09-302025-11-06 FIXD FIRST TRUST38.3K shares11.90%2025-09-302025-11-06 WINN HARBOR LONG54.5K shares0.79%2025-09-302025-11-06 PAVE GLOBAL X35.6K shares-7.12%2025-09-302025-11-06 NEE NEXTERA ENERGY22.1K shares-28.95%2025-09-302025-11-06 WM WASTE MANAGEMENT7.5K shares0.71%2025-09-302025-11-06 MRK MERCK & COMPANY19.7K shares0.77%2025-09-302025-11-06 SCHB SCHWAB US64.1K shares-1.70%2025-09-302025-11-06 TMO THERMO FISHER3.4K shares25.93%2025-09-302025-11-06 CINF CINCINNATI FINL10.3K sharesnew addition2025-09-302025-11-06 BLOK AMPLIFY BLOCKCHAIN24.1K shares9.50%2025-09-302025-11-06 CLOI VANECK CLO30.3K shares26.38%2025-09-302025-11-06 PGR PROGRESSIVE CORP6.3K shares2.54%2025-09-302025-11-06 COP CONOCOPHILLIPS16.4K shares-19.43%2025-09-302025-11-06 HCA HCA HEALTHCARE3.6K shares-0.08%2025-09-302025-11-06 PEP PEPSICO INC10.8K shares-10.91%2025-09-302025-11-06 RWJ INVESCO S&P31.4K shares0.38%2025-09-302025-11-06 XMMO INVESCO S&P11.1K shares0.52%2025-09-302025-11-06 MDYG SPDR SERIES16.4K sharesnew addition2025-09-302025-11-06 COF CAPITAL ONE7.0K shares1.65%2025-09-302025-11-06 ED CONSOLIDATED EDISON14.8K shares-5.83%2025-09-302025-11-06 DIVB ISHARES CORE28.3K shares5.10%2025-09-302025-11-06 VONV VANGUARD RUSSELL16.5K shares2.32%2025-09-302025-11-06 IONQ IONQ INC23.8K shares222.77%2025-09-302025-11-06 WAB WABTEC7.2K shares-0.56%2025-09-302025-11-06 EQIX EQUINIX INC1.8K shares16.33%2025-09-302025-11-06 FCNCA FIRST CITIZENS793 shares-10.60%2025-09-302025-11-06 NOC NORTHROP GRUMMAN2.3K shares23.33%2025-09-302025-11-06 JMTG JPMORGAN MORTGAE27.5K shares-16.28%2025-09-302025-11-06 NLR VANECK URANIUM10.2K shares429.21%2025-09-302025-11-06 PDI PIMCO DYNAMIC69.3K shares-4.86%2025-09-302025-11-06 KKR KKR & CO10.6K shares0.46%2025-09-302025-11-06 ARCC ARES CAPITAL66.1K shares19.97%2025-09-302025-11-06 GDX VANECK GOLD17.6K shares7.46%2025-09-302025-11-06 SCHG SCHWAB US42.1K sharesnew addition2025-09-302025-11-06 PFE PFIZER INC52.6K shares11.74%2025-09-302025-11-06 FV FIRST TRUST21.4K shares0.01%2025-09-302025-11-06 ATEC ALPHATEC HOLDINGS91.1K shares-0.44%2025-09-302025-11-06 COWG PACER US36.4K shares-7.37%2025-09-302025-11-06 IXUS ISHARES CORE15.9K shares6.53%2025-09-302025-11-06 CSX CSX CORP36.8K shares0.13%2025-09-302025-11-06 IFRA ISHARES TRUST24.7K shares182.24%2025-09-302025-11-06 SO SOUTHERN COMPANY13.7K shares10.95%2025-09-302025-11-06 PPA INVESCO AEROSPACE8.2K shares4.10%2025-09-302025-11-06 VO VANGUARD MID4.3K shares-2.07%2025-09-302025-11-06 ET ENERGY TRANSFER73.5K shares0.59%2025-09-302025-11-06 MS MORGAN STANLEY7.9K shares0.10%2025-09-302025-11-06 JEPQ JPMORGAN21.6K shares32.31%2025-09-302025-11-06 VB VANGUARD SMALL4.9K shares-10.94%2025-09-302025-11-06 CGNG CAPITAL GROUP39.8K shares5.46%2025-09-302025-11-06 FAST FASTENAL CO25.1K shares-3.09%2025-09-302025-11-06 DHR DANAHER CORP6.2K shares-2.83%2025-09-302025-11-06 FTA FIRST TRUST14.7K shares-2.25%2025-09-302025-11-06 FDL FIRST TRUST28.1K shares-7.64%2025-09-302025-11-06 SPTS SPDR PORTFOLIO41.4K shares-4.92%2025-09-302025-11-06 AGG ISHARES CORE12.0K shares3.57%2025-09-302025-11-06 SRLN SPDR BLACKSTONE28.7K shares34.51%2025-09-302025-11-06 TCAF T ROWE31.7K shares198.16%2025-09-302025-11-06 IBIT ISHARES BITCOIN18.4K shares34.90%2025-09-302025-11-06 CGBL CAPITAL GROUP34.2K sharesnew addition2025-09-302025-11-06 AZO AUTOZONE INC276 shares0.00%2025-09-302025-11-06 SKYY FIRST TRUST8.8K shares-14.38%2025-09-302025-11-06 AMGN AMGEN INC4.2K shares0.99%2025-09-302025-11-06 ARKW ARK NEXT6.7K shares65.71%2025-09-302025-11-06 OEF ISHARES S&P3.5K shares3.92%2025-09-302025-11-06 IDXX IDEXX LABS INC1.8K shares0.11%2025-09-302025-11-06 RDVI FIRST TRUST44.4K shares-1.05%2025-09-302025-11-06 DFUS DIMENSIONAL US15.8K shares0.27%2025-09-302025-11-06 C CITIGROUP INC11.2K shares-6.47%2025-09-302025-11-06 PWV INVESCO LARGE17.4K shares6.19%2025-09-302025-11-06 CGSD CAPITAL GROUP43.5K shares-1.82%2025-09-302025-11-06 CIBR FIRST TRUST14.8K shares5.64%2025-09-302025-11-06 HON HONEYWELL INTL5.4K shares-3.06%2025-09-302025-11-06 BWXT BWX TECHNOLOGIES6.1K shares9.74%2025-09-302025-11-06 XEL XCEL ENERGY13.8K shares-0.11%2025-09-302025-11-06 CALF PACER U S25.4K shares-12.13%2025-09-302025-11-06 BK BANK NEW YORK10.1K shares5.55%2025-09-302025-11-06 DUK DUKE ENERGY8.8K shares-0.73%2025-09-302025-11-06 DYNF ISHARES U S18.4K shares9.49%2025-09-302025-11-06 VV VANGUARD LARGE3.5K shares121.23%2025-09-302025-11-06 MUB ISHARES NATIONAL10.2K shares-12.27%2025-09-302025-11-06 VFH VANGUARD FINANCIALS8.2K shares-0.42%2025-09-302025-11-06 EFV ISHARES MSCI15.8K shares33.34%2025-09-302025-11-06 VOT VANGUARD MID3.6K shares-0.06%2025-09-302025-11-06 NKE NIKE INC15.3K shares-2.36%2025-09-302025-11-06 ADP AUTOMATIC DATA3.6K shares10.27%2025-09-302025-11-06 BINC ISHARES FLEXIBLE19.8K shares1.79%2025-09-302025-11-06 FLTR VANECK IG40.8K shares-1.80%2025-09-302025-11-06 VIS VANGUARD INDUSTRIALS3.5K shares-5.38%2025-09-302025-11-06 FTGS FIRST TRUST28.9K shares-1.27%2025-09-302025-11-06 BMY BRISTOL MYERS22.8K shares0.61%2025-09-302025-11-06 IJK ISHARES S&P10.7K shares2.55%2025-09-302025-11-06 WFC WELLS FARGO12.2K shares-5.97%2025-09-302025-11-06 MEAR ISHARES SHORT20.1K shares0.00%2025-09-302025-11-06 BKNG BOOKING HOLDINGS188 shares8.67%2025-09-302025-11-06 FPEI FIRST TRUST52.1K shares-3.38%2025-09-302025-11-06 VRT VERTIV HOLDINGS6.7K shares4.38%2025-09-302025-11-06 GIS GENERAL MILLS19.8K shares-3.98%2025-09-302025-11-06 SOXX ISHARES SEMICONDUCTOR3.7K shares-16.54%2025-09-302025-11-06 FTGC FIRST TRUST38.3K shares-3.74%2025-09-302025-11-06 VCIT VANGUARD INTERMEDIATE11.7K shares-1.67%2025-09-302025-11-06 BSCQ INVESCO BULLETSHARES49.6K shares1.90%2025-09-302025-11-06 LNG CHENIERE ENERGY4.1K shares19.84%2025-09-302025-11-06 XSMO INVESCO S&P13.1K shares0.02%2025-09-302025-11-06 GBTC GRAYSCALE BITCOIN10.7K shares0.00%2025-09-302025-11-06 FNCL FIDELITY MSCI12.4K shares0.02%2025-09-302025-11-06 HYFI AB HIGH24.7K sharesnew addition2025-09-302025-11-06 PULS PGIM ULTRA18.8K shares115.99%2025-09-302025-11-06 IEI ISHARES 3-7YR7.8K shares362.09%2025-09-302025-11-06 GS GOLDMAN SACHS1.2K shares5.32%2025-09-302025-11-06 CGGO CAPITAL GROUP27.0K shares133.86%2025-09-302025-11-06 EZM WISDOMTREE U S13.9K shares0.38%2025-09-302025-11-06 FLOT ISHARES FLOATING17.8K shares-5.69%2025-09-302025-11-06 FLRN SPDR BLOOMBERG29.5K shares-2.14%2025-09-302025-11-06 ROK ROCKWELL AUTOMATION2.6K shares-2.71%2025-09-302025-11-06 FTSL FIRST TRUST19.6K shares12.30%2025-09-302025-11-06 UNP UNION PACIFIC CORP3.7K shares-1.03%2025-09-302025-11-06 DOL WISDOMTREE INTL14.1K sharesnew addition2025-09-302025-11-06 SBUX STARBUCKS CORP10.3K shares-7.59%2025-09-302025-11-06 MMC MARSH & MCLENNAN4.3K shares-1.94%2025-09-302025-11-06 SLV ISHARES SILVER20.4K shares6.95%2025-09-302025-11-06 UPS UNITED PARCEL10.3K shares-2.39%2025-09-302025-11-06 APH AMPHENOL CORP7.0K shares16.82%2025-09-302025-11-06 PRF INVESCO FTSE18.9K shares10.42%2025-09-302025-11-06 FTXL FIRST TRUST7.6K shares-3.87%2025-09-302025-11-06 PM PHILIP MORRIS5.2K shares4.80%2025-09-302025-11-06 ACN ACCENTURE PLC3.4K shares3.00%2025-09-302025-11-06 QQA INVESCO QQQ15.8K sharesnew addition2025-09-302025-11-06 AMAT APPLIED MATERIALS4.0K shares-5.19%2025-09-302025-11-06 IWR ISHARES RUSSELL8.5K shares0.80%2025-09-302025-11-06 AEP AMERICAN ELECTRIC7.3K shares-0.59%2025-09-302025-11-06 ESGD ISHARES ESG8.7K shares0.00%2025-09-302025-11-06 FIW FIRST TRUST7.2K shares-7.00%2025-09-302025-11-06 ISTB ISHARES CORE16.5K shares-16.40%2025-09-302025-11-06 PSN PARSONS CORP9.7K shares0.00%2025-09-302025-11-06 SPHD INVESCO S&P16.2K shares-7.03%2025-09-302025-11-06 IXC ISHARES GLOBAL19.1K shares-1.73%2025-09-302025-11-06 AUSF GLOBAL X17.1K sharesnew addition2025-09-302025-11-06 SPYX SPDR S&P14.5K shares0.06%2025-09-302025-11-06 FYC FIRST TRUST8.7K shares7.39%2025-09-302025-11-06 RPG INVESCO S&P16.5K shares-3.64%2025-09-302025-11-06 ARKK ARK INNOVATION9.1K shares0.89%2025-09-302025-11-06 SLYV SPDR S&P8.8K shares-5.02%2025-09-302025-11-06 IGSB ISHARES 1-514.7K sharesnew addition2025-09-302025-11-06 HTUS HULL TACTICAL18.2K shares19.92%2025-09-302025-11-06 RF REGIONS FINANCIAL29.3K shares0.09%2025-09-302025-11-06 VCSH VANGUARD SHORT9.5K shares-2.31%2025-09-302025-11-06 BRK.A BERKSHIRE HATHAWAY1 shares0.00%2025-09-302025-11-06 ADSK AUTODESK INC2.4K shares15.73%2025-09-302025-11-06 ADBE ADOBE INC2.1K shares63.82%2025-09-302025-11-06 CB CHUBB LTD2.7K shares3.03%2025-09-302025-11-06 ICLO INVESCO AAA29.1K shares6.59%2025-09-302025-11-06 OHI OMEGA HEALTHCARE17.6K shares0.00%2025-09-302025-11-06 DLR DIGITAL REALTY4.3K shares-0.30%2025-09-302025-11-06 FGD FIRST TRUST25.7K shares8.24%2025-09-302025-11-06 SCHW SCHWAB CHARLES7.7K shares-1.60%2025-09-302025-11-06 KNG FIRST TRUST14.8K shares12.86%2025-09-302025-11-06 SHLD GLOBAL X10.4K shares184.34%2025-09-302025-11-06 SCHO SCHWAB SHORT29.7K shares19.38%2025-09-302025-11-06 GD GENERAL DYNAMICS2.1K shares24.88%2025-09-302025-11-06 COIN COINBASE GLOBAL2.1K shares27.68%2025-09-302025-11-06 TUSI TOUCHSTONE ULTRA28.3K sharesnew addition2025-09-302025-11-06 GOVT ISHARES U S30.4K shares32.84%2025-09-302025-11-06 VNQ VANGUARD REAL7.7K shares-3.65%2025-09-302025-11-06 DLN WISDOMTREE U S8.0K shares6.74%2025-09-302025-11-06 MINT PIMCO EHNANCED6.9K shares-17.17%2025-09-302025-11-06 TXN TEXAS INSTRUMENTS3.8K shares27.30%2025-09-302025-11-06 JHMM JOHN HANCOCK10.8K shares0.00%2025-09-302025-11-06 KORP AMERICAN CENTURY14.6K sharesnew addition2025-09-302025-11-06 DAPP VANECK DIGITAL31.8K shares5.22%2025-09-302025-11-06 DXJ WISDOMTREE JAPAN5.4K shares1.98%2025-09-302025-11-06 VTEB VANGUARD MUNICIPAL13.8K shares-1.70%2025-09-302025-11-06 MRVL MARVELL TECHNOLOGY8.2K shares24.95%2025-09-302025-11-06 IGV ISHARES EXPANDED6.0K shares2.14%2025-09-302025-11-06 JMEE JPMORGAN SMALL10.7K shares1.50%2025-09-302025-11-06 EMR EMERSON ELECTRIC5.1K shares-1.51%2025-09-302025-11-06 DECK DECKERS OUTDOOR6.6K shares1.15%2025-09-302025-11-06 VBR VANGUARD SMALL3.2K shares0.70%2025-09-302025-11-06 TDIV FIRST TRUST6.7K shares4.27%2025-09-302025-11-06 NTSX WISDOMTREE U S12.2K shares-4.06%2025-09-302025-11-06 MDY SPDR S&P1.1K shares-6.54%2025-09-302025-11-06 MGK VANGUARD MEGA1.6K shares-1.16%2025-09-302025-11-06 BSV VANGUARD SHORT8.2K shares-14.61%2025-09-302025-11-06 MTB M&T BANK3.3K shares0.00%2025-09-302025-11-06 BP BP PLC18.6K shares1.65%2025-09-302025-11-06 ULST SPDR SSGA15.7K shares-11.81%2025-09-302025-11-06 VEU VANGUARD FTSE8.9K shares-10.20%2025-09-302025-11-06 TOTL SPDR DOUBLELINE15.7K shares0.68%2025-09-302025-11-06 PRU PRUDENTIAL FINANCIAL6.1K shares0.10%2025-09-302025-11-06 IWN ISHARES RUSSELL3.6K shares3.01%2025-09-302025-11-06 HLT HILTON WORLDWIDE2.4K shares2.21%2025-09-302025-11-06 ESGU ISHARES ESG4.2K shares-19.24%2025-09-302025-11-06 JAAA JANUS HENDERSON12.1K shares36.96%2025-09-302025-11-06 BSCS INVESCO BULLETSHARES29.7K shares3.62%2025-09-302025-11-06 MGV VANGUARD MEGA4.4K shares2.96%2025-09-302025-11-06 SPGM SPDR MSCI8.0K shares9.10%2025-09-302025-11-06 VLO VALERO ENERGY3.5K shares-16.02%2025-09-302025-11-06 CWI SPDR MSCI17.0K shares6.23%2025-09-302025-11-06 FFC FLAHERTY & CRUMRINE35.0K shares-1.73%2025-09-302025-11-06 INTC INTEL CORP17.6K shares-14.99%2025-09-302025-11-06 XMHQ INVESCO S&P5.6K shares39.45%2025-09-302025-11-06 IJT ISHARES S&P4.1K shares-0.29%2025-09-302025-11-06 GDXJ VANECK JR5.8K shares-0.62%2025-09-302025-11-06 GSEW GOLDMAN SACHS6.7K shares44.19%2025-09-302025-11-06 LGOV FIRST TRUST26.4K shares34.13%2025-09-302025-11-06 PTLC PACER TRENDPILOT10.5K shares-28.23%2025-09-302025-11-06 DSI ISHARES ESG4.5K shares-13.76%2025-09-302025-11-06 SAP SAP SE2.1K shares-0.19%2025-09-302025-11-06 XAR SPDR S&P2.4K shares-3.80%2025-09-302025-11-06 DFAS DIMENSIONAL US8.2K shares1.59%2025-09-302025-11-06 FLMI FRANKLIN DYNAMIC22.7K sharesnew addition2025-09-302025-11-06 PSX PHILLIPS 664.1K shares0.17%2025-09-302025-11-06 PRFZ INVESCO RAFI12.3K shares0.04%2025-09-302025-11-06 VLU SPDR S&P2.7K shares-13.01%2025-09-302025-11-06 GOF GUGGENHEIM STRATEGIC36.9K shares0.35%2025-09-302025-11-06 QGRW WISDOMTREE US9.6K shares68.62%2025-09-302025-11-06 NVO NOVO NORDISK9.9K shares88.06%2025-09-302025-11-06 CGMU CAPITAL GROUP20.0K shares24.94%2025-09-302025-11-06 AGGY WISDOMTREE YIELD12.3K shares0.72%2025-09-302025-11-06 IWB ISHARES RUSSELL1.5K shares-0.87%2025-09-302025-11-06 AMT AMERICAN TOWER2.8K shares-0.47%2025-09-302025-11-06 DE DEERE & CO1.2K shares-1.45%2025-09-302025-11-06 ASML ASML HOLDING543 shares-7.34%2025-09-302025-11-06 FNDX SCHWAB FUNDAMENTAL20.0K shares-0.73%2025-09-302025-11-06 SUSA ISHARES ESG3.8K shares0.08%2025-09-302025-11-06 IWS ISHARES RUSS3.7K shares-1.23%2025-09-302025-11-06 OKE ONEOK INC7.1K shares-59.29%2025-09-302025-11-06 ALAI ALGER AI13.7K sharesnew addition2025-09-302025-11-06 QYLD GLOBAL X30.2K shares9.88%2025-09-302025-11-06 KR KROGER CO7.5K shares5.25%2025-09-302025-11-06 IYF ISHARES U S4.0K shares-2.88%2025-09-302025-11-06 FXH FIRST TRUST4.6K shares-6.67%2025-09-302025-11-06 NULG NUVEEN ESG5.1K shares13.83%2025-09-302025-11-06 BSCU INVESCO BULLETSHARES29.9K sharesnew addition2025-09-302025-11-06 SIVR ABERDEEN PHYSICAL11.2K shares6.01%2025-09-302025-11-06 COHR COHERENT CORP4.6K shares0.50%2025-09-302025-11-06 SGOL ABRDN STANDARD13.4K shares3.23%2025-09-302025-11-06 HYLS FIRST TRUST11.5K shares-0.65%2025-09-302025-11-06 TCAL T ROWE19.9K sharesnew addition2025-09-302025-11-06 DON WISDOMTREE U S9.2K shares1.91%2025-09-302025-11-06 VOOG VANGUARD S&P1.1K shares0.54%2025-09-302025-11-06 VOOV VANGUARD S&P2.4K shares0.25%2025-09-302025-11-06 GSLC GOLDMAN SACHS3.6K shares0.83%2025-09-302025-11-06 URI UNITED RENTALS497 shares1.84%2025-09-302025-11-06 ITW ILLINOIS TOOL1.8K shares-8.38%2025-09-302025-11-06 TROW PRICE T4.6K shares4.52%2025-09-302025-11-06 VDE VANGUARD ENERGY3.7K shares-1.65%2025-09-302025-11-06 MPC MARATHON PETROLEUM2.4K shares-10.58%2025-09-302025-11-06 AJG ARTHUR J1.5K shares0.73%2025-09-302025-11-06 MDT MEDTRONIC PLC4.9K shares4.56%2025-09-302025-11-06 PTY PIMCO CORPORATE32.4K shares-3.56%2025-09-302025-11-06 BTI BRITISH AMERN8.7K shares0.87%2025-09-302025-11-06 QQQE DIREXION NASDAQ4.6K shares-2.11%2025-09-302025-11-06 PFF ISHARES PFD14.6K shares-11.70%2025-09-302025-11-06 EMXC ISHARES MSCI6.8K shares-12.55%2025-09-302025-11-06 EPI WISDOMTREE INDIA10.3K shares0.17%2025-09-302025-11-06 PLD PROLOGIS INC4.0K shares-2.01%2025-09-302025-11-06 BUFB INNOVATOR LADDERED12.7K shares-1.12%2025-09-302025-11-06 MAR MARRIOTT INTL1.7K shares0.64%2025-09-302025-11-06 DFNM DIMENSIONAL NATIONAL9.3K shares-12.04%2025-09-302025-11-06 KRMA GLOBAL X10.3K shares-4.28%2025-09-302025-11-06 PFFD GLOBAL X22.8K shares-16.25%2025-09-302025-11-06 BSCR INVESCO BULLETSHARES22.5K shares4.05%2025-09-302025-11-06 SHV ISHARES SHORT4.0K shares1.26%2025-09-302025-11-06 AOA ISHARES CORE5.0K shares-0.02%2025-09-302025-11-06 NU NU HOLDINGS27.2K shares34.28%2025-09-302025-11-06 FTLS FIRST TRUST6.2K shares-17.09%2025-09-302025-11-06 FXU FIRST TRUST9.5K shares0.24%2025-09-302025-11-06 SFLR INNOVATOR EQUITY12.0K shares-1.16%2025-09-302025-11-06 GILD GILEAD SCIENCES3.9K shares0.16%2025-09-302025-11-06 EFG ISHARES MSCI3.8K shares-23.73%2025-09-302025-11-06 CEG CONSTELLATION ENERGY1.3K shares0.78%2025-09-302025-11-06 IEF ISHARES 7-10YR4.4K shares3.93%2025-09-302025-11-06 MARA MARA HOLDINGS23.2K shares-0.58%2025-09-302025-11-06 DVN DEVON ENERGY12.1K shares63.05%2025-09-302025-11-06 ISD PGIM HIGH29.1K shares-5.83%2025-09-302025-11-06 ADI ANALOG DEVICES1.7K shares1.37%2025-09-302025-11-06 VST VISTRA CORP2.1K shares1.15%2025-09-302025-11-06 CMG CHIPOTLE MEXICAN10.6K shares-8.75%2025-09-302025-11-06 ICE INTERCONTINENTAL EXCH2.5K shares-0.53%2025-09-302025-11-06 RSPN INVESCO S&P7.4K shares0.00%2025-09-302025-11-06 THRO ISHARES U S10.9K sharesnew addition2025-09-302025-11-06 DOCU DOCUSIGN INC5.7K shares-3.38%2025-09-302025-11-06 ETR ENTERGY CORP4.4K shares11.33%2025-09-302025-11-06 FNDF SCHWAB FUNDAMENTAL9.6K shares0.97%2025-09-302025-11-06 CMCSA COMCAST CORP13.0K shares8.28%2025-09-302025-11-06 SHOP SHOPIFY INC2.7K shares29.21%2025-09-302025-11-06 LVHI FRANKLIN INTL11.7K shares62.32%2025-09-302025-11-06 VWO VANGUARD FSTE7.4K shares15.51%2025-09-302025-11-06 KMI KINDER MORGAN14.2K shares-0.15%2025-09-302025-11-06 FDX FEDEX CORP1.7K shares0.06%2025-09-302025-11-06 NFLT VIRTUS NEWFLEET17.4K shares-2.74%2025-09-302025-11-06 Call Option Holdings
Put Option Holdings
No put option holdings data available