The Analysis of Westside Investment Management, Inc.'s Holdings

Currently, Westside Investment Management, Inc. holds 1384 types of securities in its portfolio with a total value $625.9M. In the most recent quarter, they have increased their positions in N/A (+8.0M shares, valued at $8.0M), N/A (+1.6M shares, valued at $1.6M), N/A (+16.0K shares, valued at $1.5M); decreased their positions in TPC (-8.4K shares, valued at $551.3K), UBER (-3.7K shares, valued at $364.3K), NOC (-566 shares, valued at $343.5K); initiated new positions in N/A (+8.0M shares, valued at $8.0M), N/A (+16.0K shares, valued at $1.5M), N/A (+32.2K shares, valued at $887.3K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC85.7K shares2.48%2025-09-302025-11-04

VYM VANGUARD HIGH154.0K shares-1.43%2025-09-302025-11-04

VTI VANGUARD TOTAL58.5K shares0.93%2025-09-302025-11-04

QQQ INVESCO QQQ30.7K shares-1.04%2025-09-302025-11-04

TPC TUTOR PERINI230.2K shares-3.52%2025-09-302025-11-04

MSFT MICROSOFT CORP27.5K shares4.63%2025-09-302025-11-04

AMZN AMAZON COM55.9K shares1.45%2025-09-302025-11-04

UBER UBER TECHNOLOGIES120.3K shares-3.01%2025-09-302025-11-04

Sponsored

GOOGL ALPHABET INC47.7K shares1.65%2025-09-302025-11-04

META META PLATFORMS15.2K shares1.21%2025-09-302025-11-04

ETON ETON PHARMACEUTICALS472.5K shares-0.05%2025-09-302025-11-04

IEFA ISHARES CORE116.7K shares0.99%2025-09-302025-11-04

AGG ISHARES CORE87.4K shares8.11%2025-09-302025-11-04

HROW HARROW INC179.6K shares-0.82%2025-09-302025-11-04

AVGO BROADCOM INC26.0K shares1.53%2025-09-302025-11-04

NVDA NVIDIA CORP45.4K shares10.29%2025-09-302025-11-04

Sponsored

VCR VANGUARD CONSUMER21.4K shares-1.97%2025-09-302025-11-04

SCHWAB MUNICIPAL MONEY ULTRA SCHWAB MUNICIPAL MONEY ULTRA8.0M sharesnew addition2025-09-302025-11-04

GOOG ALPHABET INC32.6K shares0.02%2025-09-302025-11-04

GLD SPDR GOLD20.9K shares0.50%2025-09-302025-11-04

VIG VANGUARD DIVIDEND32.9K shares-1.10%2025-09-302025-11-04

PBI PITNEY BOWES607.6K shares-0.12%2025-09-302025-11-04

SHOP SHOPIFY INC40.8K shares-2.03%2025-09-302025-11-04

IUSB ISHARES CORE126.1K shares0.23%2025-09-302025-11-04

Sponsored

XLK TECHNOLOGY SELECT20.9K shares-2.14%2025-09-302025-11-04

FCAL FIRST TRUST110.4K shares0.32%2025-09-302025-11-04

URI UNITED RENTALS5.6K shares0.49%2025-09-302025-11-04

NOC NORTHROP GRUMMAN8.4K shares-6.28%2025-09-302025-11-04

MINT PIMCO EHNANCED50.6K shares0.22%2025-09-302025-11-04

SDY SPDR SERIES35.8K shares1.64%2025-09-302025-11-04

AVUV AVANTIS U S48.4K shares-0.78%2025-09-302025-11-04

ORCL ORACLE CORP16.2K shares2.28%2025-09-302025-11-04

Sponsored

XLV HEALTHCARE SELECT32.6K shares-0.48%2025-09-302025-11-04

SCHWAB PRIME ADVANTAGE MONEY INVESTOR SCHWAB PRIME ADVANTAGE MONEY INVESTOR4.4M shares55.38%2025-09-302025-11-04

XLF FINANCIAL SELECT79.0K shares0.22%2025-09-302025-11-04

QQQM INVESCO NASDAQ17.0K shares-0.77%2025-09-302025-11-04

CGBL CAPITAL GROUP119.2K shares10.30%2025-09-302025-11-04

ABBV ABBVIE INC17.0K shares-1.65%2025-09-302025-11-04

QCOM QUALCOMM INC23.2K shares-0.96%2025-09-302025-11-04

COHR COHERENT CORP35.7K shares-3.72%2025-09-302025-11-04

Sponsored

MUB ISHARES NATIONAL35.6K shares4.48%2025-09-302025-11-04

JPST JPMORGAN74.1K shares0.59%2025-09-302025-11-04

CVS CVS HEALTH47.5K shares-2.07%2025-09-302025-11-04

BCO BRINKS COMPANY30.5K shares-0.18%2025-09-302025-11-04

SMMU PIMCO SHORT69.6K shares0.00%2025-09-302025-11-04

FMB FIRST TRUST68.9K shares0.73%2025-09-302025-11-04

IEMG ISHARES CORE51.4K shares2.38%2025-09-302025-11-04

SMH VANECK SEMICONDUCTOR10.3K shares-0.39%2025-09-302025-11-04

Sponsored

VXUS VANGUARD TOTAL43.2K shares0.21%2025-09-302025-11-04

SNOW SNOWFLAKE INC13.6K shares-1.54%2025-09-302025-11-04

VHT VANGUARD HEALTH11.7K shares-0.42%2025-09-302025-11-04

MU MICRON TECHNOLOGY INC16.9K shares0.59%2025-09-302025-11-04

IJR ISHARES CORE24.4K shares1.60%2025-09-302025-11-04

AMGN AMGEN INC9.9K shares-1.60%2025-09-302025-11-04

MLN VANECK LONG161.8K shares26.79%2025-09-302025-11-04

FIXD FIRST TRUST62.5K shares-6.02%2025-09-302025-11-04

Sponsored

SHY ISHARES 1-3YR33.3K shares5.30%2025-09-302025-11-04

GILD GILEAD SCIENCES24.1K shares-2.16%2025-09-302025-11-04

IBB ISHARES BIOTECHNOLOGY17.9K shares-3.59%2025-09-302025-11-04

SPTM SPDR PORTFOLIO30.6K shares1.14%2025-09-302025-11-04

XLE ENERGY SELECT27.3K shares-2.02%2025-09-302025-11-04

AIVL WISDOMTREE U S20.8K shares0.26%2025-09-302025-11-04

BRK.B BERKSHIRE HATHAWAY4.7K shares7.25%2025-09-302025-11-04

VDC VANGUARD CONSUMER10.9K shares0.00%2025-09-302025-11-04

Sponsored

SPY SPDR S&P3.5K shares-12.62%2025-09-302025-11-04

VB VANGUARD SMALL9.1K shares-1.49%2025-09-302025-11-04

FDN FIRST TRUST8.2K shares-0.24%2025-09-302025-11-04

CRWD CROWDSTRIKE HOLDINGS4.7K shares1.01%2025-09-302025-11-04

JPM JPMORGAN CHASE7.3K shares14.10%2025-09-302025-11-04

CMF ISHARES CALIFORNIA39.5K shares-1.85%2025-09-302025-11-04

BAC BANK AMERICA43.3K shares0.13%2025-09-302025-11-04

VWO VANGUARD FSTE39.8K shares1.48%2025-09-302025-11-04

Sponsored

FVD FIRST TRUST46.2K shares16.38%2025-09-302025-11-04

AMD ADVANCED MICRO12.9K shares-2.61%2025-09-302025-11-04

FIDELITY ADVISOR INTERM MUNI INC I FIDELITY ADVISOR INTERM MUNI INC I199.4K shares-0.73%2025-09-302025-11-04

BX BLACKSTONE INC11.9K shares1.21%2025-09-302025-11-04

XLP SECTOR CONSUMER24.6K shares0.64%2025-09-302025-11-04

TRMB TRIMBLE INC23.5K shares-0.19%2025-09-302025-11-04

ITOT ISHARES CORE13.0K shares-0.26%2025-09-302025-11-04

BND VANGUARD TOTAL24.5K shares0.62%2025-09-302025-11-04

Sponsored

MUNI PIMCO INTERMEDIATE34.4K shares-0.29%2025-09-302025-11-04

LLY ELI LILLY2.3K shares9.34%2025-09-302025-11-04

INEQ COLUMBIA INTL47.6K shares-0.94%2025-09-302025-11-04

MDT MEDTRONIC PLC18.4K shares1.48%2025-09-302025-11-04

DKNG DRAFTKINGS INC46.7K shares-0.42%2025-09-302025-11-04

HPE HEWLETT PACKARD70.6K shares0.51%2025-09-302025-11-04

GBIL GOLDMAN SACHS17.3K shares-0.75%2025-09-302025-11-04

UNH UNITEDHEALTH GROUP4.8K shares19.72%2025-09-302025-11-04

Sponsored

TSLA TESLA INC3.5K shares9.77%2025-09-302025-11-04

BNDX VANGUARD TOTAL31.6K shares-0.90%2025-09-302025-11-04

AMLP ALERIAN MLP33.0K shares1.21%2025-09-302025-11-04

FDVV FIDELITY HIGH27.6K shares6.44%2025-09-302025-11-04

CI CIGNA GROUP5.3K shares1.78%2025-09-302025-11-04

SHM SPDR NUVEEN31.4K shares3.70%2025-09-302025-11-04

AMERICAN FUNDS FUNDAMENTAL INVS A AMERICAN FUNDS FUNDAMENTAL INVS A16.0K sharesnew addition2025-09-302025-11-04

SPLB SPDR PORTFOLIO64.8K shares33.26%2025-09-302025-11-04

Sponsored

IAU ISHARES GOLD20.6K shares0.00%2025-09-302025-11-04

HYD VANECK HIGH29.4K shares5.75%2025-09-302025-11-04

AMAT APPLIED MATERIALS7.1K shares2.24%2025-09-302025-11-04

MSI MOTOROLA SOLUTIONS3.1K shares1.69%2025-09-302025-11-04

RVTY REVVITY INC15.6K shares-0.16%2025-09-302025-11-04

BABA ALIBABA GROUP7.6K shares-6.64%2025-09-302025-11-04

SBUX STARBUCKS CORP16.0K shares0.46%2025-09-302025-11-04

IYW ISHARES TECHNOLOGY6.9K shares0.23%2025-09-302025-11-04

Sponsored

BOND PIMCO ACTIVE14.3K shares-1.04%2025-09-302025-11-04

SCHWAB MUNICIPAL MONEY INV SCHWAB MUNICIPAL MONEY INV1.3M shares51.53%2025-09-302025-11-04

EFV ISHARES MSCI18.7K shares-0.85%2025-09-302025-11-04

FDX FEDEX CORP5.3K shares7.03%2025-09-302025-11-04

COST COSTCO WHOLESALE1.3K shares7.69%2025-09-302025-11-04

IDCC INTERDIGITAL INC3.5K shares-0.57%2025-09-302025-11-04

BA BOEING COMPANY5.6K shares2.20%2025-09-302025-11-04

CRM SALESFORCE INC5.1K shares3.54%2025-09-302025-11-04

Sponsored

SMB VANECK SHORT67.9K shares0.67%2025-09-302025-11-04

PLSE PULSE BIOSCIENCES64.4K shares0.23%2025-09-302025-11-04

ADBE ADOBE INC3.2K shares25.08%2025-09-302025-11-04

LRCX LAM RESEARCH8.2K shares3.40%2025-09-302025-11-04

CSCO CISCO SYSTEMS16.0K shares2.10%2025-09-302025-11-04

ASML ASML HOLDING1.1K shares19.42%2025-09-302025-11-04

HMOP HARTFORD MUN27.4K shares-1.08%2025-09-302025-11-04

WMT WALMART INC10.2K shares7.86%2025-09-302025-11-04

Sponsored

C CITIGROUP INC10.3K shares-3.02%2025-09-302025-11-04

CHTR CHARTER COMMUNICATIONS3.8K shares0.00%2025-09-302025-11-04

VNQ VANGUARD REAL11.3K shares5.17%2025-09-302025-11-04

VGK VANGUARD FTSE12.8K shares2.89%2025-09-302025-11-04

NEAR ISHARES SHORT19.6K shares13.95%2025-09-302025-11-04

SCHWAB PRIME ADVANTAGE MONEY ULTRA SCHWAB PRIME ADVANTAGE MONEY ULTRA987.1K shares-6.33%2025-09-302025-11-04

ICF ISHARES SELECT15.9K shares11.77%2025-09-302025-11-04

NFLX NETFLIX INC819 shares28.17%2025-09-302025-11-04

Sponsored

PYPL PAYPAL HOLDINGS14.4K shares-7.09%2025-09-302025-11-04

VFH VANGUARD FINANCIALS7.3K shares-2.03%2025-09-302025-11-04

ITM VANECK INTERMEDIATE20.4K shares0.62%2025-09-302025-11-04

JNJ JOHNSON & JOHNSON5.0K shares-0.73%2025-09-302025-11-04

CGGR CAPITAL GROUP20.8K shares21.15%2025-09-302025-11-04

AMERICAN FUNDS INCOME FUND OF AMER A AMERICAN FUNDS INCOME FUND OF AMER A32.2K sharesnew addition2025-09-302025-11-04

SUSA ISHARES ESG6.5K shares-4.32%2025-09-302025-11-04

STE STERIS PLC3.6K shares1.10%2025-09-302025-11-04

Sponsored

CGDV CAPITAL GROUP20.9K shares36.07%2025-09-302025-11-04

AIQ GLOBAL X17.5K shares-9.33%2025-09-302025-11-04

FDLO FIDELITY LOW12.8K shares-13.08%2025-09-302025-11-04

PAAA PGIM AAA16.2K shares59.18%2025-09-302025-11-04

ATOM ATOMERA INC188.0K shares15.08%2025-09-302025-11-04

TAXF AMERICAN CENTURY16.4K shares0.00%2025-09-302025-11-04

GDX VANECK GOLD10.5K shares-0.47%2025-09-302025-11-04

SOXX ISHARES SEMICONDUCTOR2.9K shares0.77%2025-09-302025-11-04

Sponsored

HTRB HARTFORD TOTAL22.6K shares-2.37%2025-09-302025-11-04

LMT LOCKHEED MARTIN1.5K shares3.90%2025-09-302025-11-04

PG PROCTER & GAMBLE4.8K shares10.86%2025-09-302025-11-04

STX SEAGATE TECHNOLOGY3.1K shares0.00%2025-09-302025-11-04

FRANKLIN CA TAX FREE INCOME A1 FRANKLIN CA TAX FREE INCOME A1105.8K sharesnew addition2025-09-302025-11-04

DLX DELUXE CORP36.1K shares-5.59%2025-09-302025-11-04

TCAF T ROWE18.0K shares0.31%2025-09-302025-11-04

HPQ HP INC24.8K shares-2.98%2025-09-302025-11-04

Sponsored

DIS WALT DISNEY5.7K shares9.30%2025-09-302025-11-04

SCHWAB TREASURY OBLIG MONEY INV SCHWAB TREASURY OBLIG MONEY INV654.7K shares-7.21%2025-09-302025-11-04

HD HOME DEPOT1.6K shares11.81%2025-09-302025-11-04

JNK SPDR BLOOMBERG6.5K shares0.00%2025-09-302025-11-04

XBI SPDR SERIES6.3K shares3.25%2025-09-302025-11-04

EAGLE MTN & SAGINAW 4 32GO UTX DUE 08/15/32 EAGLE MTN & SAGINAW 4 32GO UTX DUE 08/15/32600.0K shares100.00%2025-09-302025-11-04

SMCI SUPER MICRO12.4K shares0.01%2025-09-302025-11-04

FCX FREEPORT MCMORAN16.0K shares6.98%2025-09-302025-11-04

Sponsored

XOM EXXON MOBIL5.5K shares20.68%2025-09-302025-11-04

RTX RTX CORP3.7K shares6.70%2025-09-302025-11-04

TLT ISHARES 20 PLUS6.8K shares2.31%2025-09-302025-11-04

AMERICAN FUNDS CAPITAL INCOME BLDR A AMERICAN FUNDS CAPITAL INCOME BLDR A7.6K sharesnew addition2025-09-302025-11-04

FUMB FIRST TRUST30.0K shares-25.00%2025-09-302025-11-04

AOR ISHARES CORE9.4K shares29.89%2025-09-302025-11-04

PM PHILIP MORRIS3.7K shares8.75%2025-09-302025-11-04

ETR ENTERGY CORP6.4K shares15.39%2025-09-302025-11-04

Sponsored

RSP INVESCO S&P3.1K shares0.98%2025-09-302025-11-04

VUG VANGUARD GROWTH1.2K shares0.00%2025-09-302025-11-04

IVV ISHARES CORE849 shares0.00%2025-09-302025-11-04

ROK ROCKWELL AUTOMATION1.6K shares2.43%2025-09-302025-11-04

CGDG CAPITAL GROUP16.0K shares35.02%2025-09-302025-11-04

XLY CONSUMER DISCRETIONARY2.3K shares3.55%2025-09-302025-11-04

VTEB VANGUARD MUNICIPAL11.0K shares56.27%2025-09-302025-11-04

VGT VANGUARD INFORMATION731 shares-2.66%2025-09-302025-11-04

Sponsored

ALMU AELUMA INC33.1K sharesnew addition2025-09-302025-11-04

GRMN GARMIN LTD2.1K shares3.61%2025-09-302025-11-04

AMERICAN CENTURY INTERMTRM TX-FR BD I AMERICAN CENTURY INTERMTRM TX-FR BD I48.4K shares0.63%2025-09-302025-11-04

VANGUARD CA INTERM-TERM TAX-EXEMPT ADM VANGUARD CA INTERM-TERM TAX-EXEMPT ADM45.2K shares0.00%2025-09-302025-11-04

TACOMA WASH SOLID W 5 26SWD UTIL DUE 12/01/26 TACOMA WASH SOLID W 5 26SWD UTIL DUE 12/01/26500.0K shares100.00%2025-09-302025-11-04

GE GE AEROSPACE1.7K shares12.28%2025-09-302025-11-04

CVX CHEVRON CORP3.3K shares4.20%2025-09-302025-11-04

OKLAHOMA CNTY OKLA 5 25LEAS SCH DUE 12/01/25XTRO OKLAHOMA CNTY OKLA 5 25LEAS SCH DUE 12/01/25XTRO500.0K shares100.00%2025-09-302025-11-04

Sponsored

V VISA INC1.4K shares27.46%2025-09-302025-11-04

IYY ISHARES DOW3.0K shares0.00%2025-09-302025-11-04

KO COCA COLA COMPANY6.9K shares17.17%2025-09-302025-11-04

PANW PALO ALTO2.2K shares9.68%2025-09-302025-11-04

THORNBURG INTERMEDIATE MUNICIPAL INST THORNBURG INTERMEDIATE MUNICIPAL INST34.4K shares0.68%2025-09-302025-11-04

JEPQ JPMORGAN7.9K shares1.47%2025-09-302025-11-04

IHYF INVESCO HIGH19.7K shares0.00%2025-09-302025-11-04

TSM TAIWAN SEMICONDUCTOR1.6K shares75.37%2025-09-302025-11-04

Sponsored

CAT CATERPILLAR INC926 shares18.41%2025-09-302025-11-04

ARISTOTLE STRATEGIC INCOME I-2 ARISTOTLE STRATEGIC INCOME I-240.6K shares0.89%2025-09-302025-11-04

IMCG ISHARES MORNINGSTAR5.3K shares0.00%2025-09-302025-11-04

ABT ABBOTT LABORATORIES3.2K shares12.17%2025-09-302025-11-04

SPYM SPDR PORTFOLIO5.5K shares-0.46%2025-09-302025-11-04

PFE PFIZER INC16.7K shares-5.92%2025-09-302025-11-04

QUAL ISHARES MSCI2.1K shares0.00%2025-09-302025-11-04

SPMD SPDR PORTFOLIO7.2K shares1129.91%2025-09-302025-11-04

Sponsored

MCD MCDONALDS CORP1.3K shares19.86%2025-09-302025-11-04

IGE ISHARES NORTH8.3K shares1.22%2025-09-302025-11-04

AMERICAN FUNDS TAX-EXEMPT BOND F2 AMERICAN FUNDS TAX-EXEMPT BOND F232.6K shares0.00%2025-09-302025-11-04

DWS GLOBAL MACRO S DWS GLOBAL MACRO S36.1K shares0.02%2025-09-302025-11-04

VO VANGUARD MID1.4K shares0.00%2025-09-302025-11-04

CRSP CRISPR THERAPEUTICS6.0K shares-13.59%2025-09-302025-11-04

XLI INDUSTRIAL SELECT2.4K shares1.33%2025-09-302025-11-04

BDX BECTON DICKINSON2.0K shares1094.01%2025-09-302025-11-04

Sponsored

EVLV EVOLV TECHNOLOGIES49.1K shares0.00%2025-09-302025-11-04

JEPI J P MORGAN EXCHANGE-TRADED F EQUITY6.5K shares0.00%2025-09-302025-11-04

PEP PEPSICO INC2.6K shares2.76%2025-09-302025-11-04

MUST COLUMBIA MULTI17.8K shares0.00%2025-09-302025-11-04

BIIB BIOGEN INC2.5K shares-3.88%2025-09-302025-11-04

EQIN COLUMBIA TR7.7K shares0.00%2025-09-302025-11-04

NKE NIKE INC4.9K shares6.08%2025-09-302025-11-04

PRU PRUDENTIAL FINANCIAL3.4K shares-8.11%2025-09-302025-11-04

Sponsored

IGM ISHARES EXPANDED2.7K shares0.00%2025-09-302025-11-04

PUTNAM CA TAX EXEMPT INCOME Y PUTNAM CA TAX EXEMPT INCOME Y46.6K shares0.66%2025-09-302025-11-04

JGRO JPMORGAN ACTIVE GROWTH ETF3.5K shares-3.03%2025-09-302025-11-04

IBM INTL BUSINESS1.1K shares5.74%2025-09-302025-11-04

JAVA JPMORGAN ACTIVE VALUE ETF4.6K shares0.00%2025-09-302025-11-04

XLU UTILITIES SELECT3.6K shares0.00%2025-09-302025-11-04

SO SOUTHERN COMPANY3.3K shares10.12%2025-09-302025-11-04

HARBOR CORE PLUS INSTITUTIONAL HARBOR CORE PLUS INSTITUTIONAL29.8K shares0.00%2025-09-302025-11-04

Sponsored

EOG EOG RESOURCES2.7K shares8.98%2025-09-302025-11-04

KANSAS CITY MO 5 31GO UTX DUE 02/01/31 KANSAS CITY MO 5 31GO UTX DUE 02/01/31270.0K shares100.00%2025-09-302025-11-04

AXP AMERICAN EXPRESS912 shares12.32%2025-09-302025-11-04

VOO VANGUARD S&P489 shares-5.78%2025-09-302025-11-04

IEF ISHARES 7-10YR3.1K shares-4.61%2025-09-302025-11-04

MPC MARATHON PETROLEUM1.5K shares6.69%2025-09-302025-11-04

EBAY EBAY INC3.2K shares5.82%2025-09-302025-11-04

BMY BRISTOL MYERS6.2K shares6.56%2025-09-302025-11-04

Sponsored

FIRST EAGLE GLOBAL I FIRST EAGLE GLOBAL I3.3K shares0.00%2025-09-302025-11-04

GS GOLDMAN SACHS352 shares13.18%2025-09-302025-11-04

GEV GE VERNOVA452 shares8.65%2025-09-302025-11-04

WELL WELLTOWER INC1.5K shares12.34%2025-09-302025-11-04

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NXPI NXP SEMICONDUCTORS N V F1.0K shares0.00%2025-09-302025-11-04

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T AT&T INC7.9K shares24.89%2025-09-302025-11-04

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AXON AXON ENTERPRISE295 shares4.24%2025-09-302025-11-04

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MDLZ MONDELEZ INTERNATIONAL3.2K shares9.14%2025-09-302025-11-04

AEP AMERICAN ELECTRIC1.8K shares11.13%2025-09-302025-11-04

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SPDW SPDR DEVELOPED3.0K shares0.00%2025-09-302025-11-04

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TRANSAMERICA INTERMEDIATE MUNI I TRANSAMERICA INTERMEDIATE MUNI I10.3K shares0.58%2025-09-302025-11-04

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EVRG EVERGY INC1.4K shares8.21%2025-09-302025-11-04

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TT TRANE TECHNOLOGIES PLC F240 shares69.01%2025-09-302025-11-04

TEVA TEVA PHARMACEUTICAL INDS LTD5.0K shares0.00%2025-09-302025-11-04

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IJH ISHARES CORE1.3K shares4.38%2025-09-302025-11-04

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UBS UBS GROUP AG F2.1K shares84.26%2025-09-302025-11-04

JPMORGAN CORE BOND I JPMORGAN CORE BOND I8.1K shares0.00%2025-09-302025-11-04

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HSBC HSBC HLDGS PLC FSPONSORED ADR 1 ADR REPS 5 ORD SHS1.0K shares100.00%2025-09-302025-11-04

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MFS MASSACHUSETTS INV GR STK A MFS MASSACHUSETTS INV GR STK A1.6K shares0.71%2025-09-302025-11-04

VRTX VERTEX PHARMACEUTICALS I176 shares70.87%2025-09-302025-11-04

EA ELECTRONIC ARTS350 shares0.00%2025-09-302025-11-04

IBN ICICI BK LTD FSPONSORED ADR 1 ADR REPS 2 ORD SHS2.3K shares100.00%2025-09-302025-11-04

SPGI S&P GLOBAL INC146 shares84.81%2025-09-302025-11-04

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IWD ISHARES RUSSELL344 shares0.00%2025-09-302025-11-04

WWJD INSPIRE INTL2.0K shares0.00%2025-09-302025-11-04

UI UBIQUITI INC102 shares100.00%2025-09-302025-11-04

ENB ENBRIDGE INC1.4K shares23.40%2025-09-302025-11-04

CRBN ISHARES MSCI300 shares0.00%2025-09-302025-11-04

IWF ISHARES RUSSELL145 shares0.00%2025-09-302025-11-04

DFA INTERNATIONAL CORE EQUITY 2 I DFA INTERNATIONAL CORE EQUITY 2 I3.5K shares0.00%2025-09-302025-11-04

AMERICAN FUNDS NEW WORLD F1 AMERICAN FUNDS NEW WORLD F1712 shares0.00%2025-09-302025-11-04

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IVW ISHARES S&P555 shares0.00%2025-09-302025-11-04

TTE TOTALENERGIES SE1.1K shares37.42%2025-09-302025-11-04

AIRBUS SE FSPONSORED ADR 1 ADR REP 0 25 ORD SHS AIRBUS SE FSPONSORED ADR 1 ADR REP 0 25 ORD SHS1.1K shares100.00%2025-09-302025-11-04

KMB KIMBERLY CLARK532 shares68.35%2025-09-302025-11-04

CIBR FIRST TRUST857 shares0.00%2025-09-302025-11-04

RDY DR REDDYS LABS LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS4.6K shares94.79%2025-09-302025-11-04

SCCO SOUTHERN COPPER533 shares69.75%2025-09-302025-11-04

MAR MARRIOTT INTL248 shares66.44%2025-09-302025-11-04

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JETS U S GLOBAL2.6K shares0.00%2025-09-302025-11-04

AMERICAN CENTURY INTERMTRM TX-FR BD INV AMERICAN CENTURY INTERMTRM TX-FR BD INV6.0K shares0.00%2025-09-302025-11-04

ACN ACCENTURE PLC IRELAND FCLASS A264 shares-2.58%2025-09-302025-11-04

KB KB FINL GROUP INC FSPONSORED ADR 1 ADR REPS 1 ORD SHS770 shares100.00%2025-09-302025-11-04

PGR PROGRESSIVE CORP OH260 shares100.00%2025-09-302025-11-04

CRK COMSTOCK RES INC3.0K shares0.00%2025-09-302025-11-04

GWRE GUIDEWIRE SOFTWARE INC278 shares100.00%2025-09-302025-11-04

NVS NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS484 shares100.00%2025-09-302025-11-04

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PNQI INVESCO NASDAQ1.1K shares0.00%2025-09-302025-11-04

MOO VANECK AGRIBUSINESS866 shares0.00%2025-09-302025-11-04

CHT CHUNGHWA TELECOM CO LT FSPONSORED ADR 1 ADR REPS 10 ORD SHS1.4K shares100.00%2025-09-302025-11-04

FI FISERV INC486 shares23.66%2025-09-302025-11-04

DY DYCOM INDUSTRIES210 shares0.00%2025-09-302025-11-04

ROP ROPER TECHNOLOGIES INC123 shares70.83%2025-09-302025-11-04

FIDELITY ADVISOR NEW INSIGHTS I FIDELITY ADVISOR NEW INSIGHTS I1.2K shares-11.60%2025-09-302025-11-04

VEA VANGUARD FTSE1.0K shares0.00%2025-09-302025-11-04

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OXY OCCIDENTAL PETROLEUM1.3K shares-24.94%2025-09-302025-11-04

EIS ISHARES MSCI600 shares0.00%2025-09-302025-11-04

PDD PDD HOLDINGS448 shares79.92%2025-09-302025-11-04

DOCS DOXIMITY INC822 shares17.43%2025-09-302025-11-04

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available