The Analysis of Accurate Wealth Management, LLC's Holdings
Currently, Accurate Wealth Management, LLC holds 504 types of securities in its portfolio with a total value $788.0M. In the most recent quarter, they have increased their positions in GLD (+15.7K shares, valued at $6.5M), IHE (+75.1K shares, valued at $6.4M), XLK (+17.7K shares, valued at $2.6M); decreased their positions in CLIP (-74.4K shares, valued at $7.5M), IWM (-24.1K shares, valued at $6.3M), BDX (-10.0K shares, valued at $2.0M); initiated new positions in IHE (+75.1K shares, valued at $6.4M), AVY (+11.8K shares, valued at $2.2M), ROL (+34.7K shares, valued at $2.1M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
CLIP GLOBAL X FDS314.9K shares-19.11%2025-12-312026-01-14
AAPL APPLE INC114.5K shares-1.03%2025-12-312026-01-14 SPY SPDR S&P 500 ETF TR35.6K shares8.20%2025-12-312026-01-14 NVDA NVIDIA CORPORATION100.8K shares-6.56%2025-12-312026-01-14 MSFT MICROSOFT CORP37.2K shares15.38%2025-12-312026-01-14 TSLA TESLA INC36.6K shares1.44%2025-12-312026-01-14 PG PROCTER AND GAMBLE CO88.7K shares6.78%2025-12-312026-01-14 AMZN AMAZON COM INC51.0K shares5.62%2025-12-312026-01-14 JPM JPMORGAN CHASE & CO.36.7K shares-1.44%2025-12-312026-01-14 ALPHABET INC ALPHABET INC33.3K shares5.48%2025-12-312026-01-14 IEFA ISHARES TR107.9K shares6.49%2025-12-312026-01-14 BROADCOM INC BROADCOM INC27.5K shares10.35%2025-12-312026-01-14 XOM EXXON MOBIL CORP75.6K shares2.63%2025-12-312026-01-14 GLD SPDR GOLD TR22.4K shares231.26%2025-12-312026-01-14 IBB ISHARES TR53.0K shares0.35%2025-12-312026-01-14 META META PLATFORMS INC13.8K shares3.30%2025-12-312026-01-14 AGG ISHARES TR84.1K shares5.93%2025-12-312026-01-14 IHE ISHARES TR75.1K sharesnew addition2025-12-312026-01-14 IJH ISHARES TR88.6K shares8.62%2025-12-312026-01-14 WMT WALMART INC52.5K shares6.01%2025-12-312026-01-14 JNJ JOHNSON & JOHNSON28.1K shares1.62%2025-12-312026-01-14 LLY ELI LILLY & CO5.3K shares3.03%2025-12-312026-01-14 ITOT ISHARES TR35.7K shares1.69%2025-12-312026-01-14 RRC RANGE RES CORP159.3K shares0.00%2025-12-312026-01-14 CAT CATERPILLAR INC7.5K shares6.32%2025-12-312026-01-14 XLK SELECT SECTOR SPDR TR31.4K shares128.76%2025-12-312026-01-14 CVX CHEVRON CORP NEW27.3K shares0.90%2025-12-312026-01-14 GBIL GOLDMAN SACHS ETF TR44.1K shares48.41%2025-12-312026-01-14 CLSE TRUST FOR PROFESSIONAL MANAG156.1K shares-2.24%2025-12-312026-01-14 HD HOME DEPOT INC11.5K shares0.68%2025-12-312026-01-14 PLTR PALANTIR TECHNOLOGIES INC24.2K shares6.03%2025-12-312026-01-14 AON PLC AON PLC11.8K shares-2.61%2025-12-312026-01-14 ISRG INTUITIVE SURGICAL INC7.0K shares3.75%2025-12-312026-01-14 RSST TIDAL TRUST II136.1K shares3.24%2025-12-312026-01-14 VUG VANGUARD INDEX FDS8.2K shares-0.39%2025-12-312026-01-14 VMBS VANGUARD SCOTTSDALE FDS85.3K shares5.99%2025-12-312026-01-14 ALPHABET INC ALPHABET INC12.1K shares-7.16%2025-12-312026-01-14 MGK VANGUARD WORLD FD9.5K shares9.84%2025-12-312026-01-14 ABBV ABBVIE INC17.8K shares5.09%2025-12-312026-01-14 DFEM DIMENSIONAL ETF TRUST110.4K shares2.59%2025-12-312026-01-14 SCHE SCHWAB STRATEGIC TR108.6K shares9.05%2025-12-312026-01-14 MA MASTERCARD INCORPORATED6.2K shares-10.77%2025-12-312026-01-14 SPIB SPDR SERIES TRUST103.5K shares5.56%2025-12-312026-01-14 XYZ BLOCK INC49.7K shares-9.66%2025-12-312026-01-14 ZM ZOOM COMMUNICATIONS INC40.0K shares-11.59%2025-12-312026-01-14 RSSB TIDAL TRUST II114.0K shares-0.72%2025-12-312026-01-14 MO ALTRIA GROUP INC55.9K shares3.41%2025-12-312026-01-14 BSJQ INVESCO EXCH TRD SLF IDX FD137.5K shares22.34%2025-12-312026-01-14 BIL SPDR SERIES TRUST34.5K shares4.27%2025-12-312026-01-14 VGSH VANGUARD SCOTTSDALE FDS52.2K shares6.13%2025-12-312026-01-14 RSG REPUBLIC SVCS INC13.7K shares-7.33%2025-12-312026-01-14 VTI VANGUARD INDEX FDS8.3K shares-0.18%2025-12-312026-01-14 CSCO CISCO SYS INC38.4K shares-2.01%2025-12-312026-01-14 V VISA INC7.8K shares-2.27%2025-12-312026-01-14 BAC BANK AMERICA CORP46.3K shares6.63%2025-12-312026-01-14 ORCL ORACLE CORP13.0K shares12.87%2025-12-312026-01-14 MMC MARSH & MCLENNAN COS INC13.7K shares1.90%2025-12-312026-01-14 DFAC DIMENSIONAL ETF TRUST62.5K shares1.79%2025-12-312026-01-14 DFAX DIMENSIONAL ETF TRUST74.1K shares-7.26%2025-12-312026-01-14 MCK MCKESSON CORP3.0K shares-22.51%2025-12-312026-01-14 NFLX NETFLIX INC27.8K shares887.30%2025-12-312026-01-14 DFIC DIMENSIONAL ETF TRUST68.8K shares7.11%2025-12-312026-01-14 IBM INTERNATIONAL BUSINESS MACHS7.9K shares3.93%2025-12-312026-01-14 DFUS DIMENSIONAL ETF TRUST31.4K shares4.02%2025-12-312026-01-14 MCD MCDONALDS CORP7.7K shares1.54%2025-12-312026-01-14 IEMG ISHARES INC33.6K shares-1.79%2025-12-312026-01-14 SPGI S&P GLOBAL INC4.3K shares-18.93%2025-12-312026-01-14 AIZ ASSURANT INC9.6K shares-21.36%2025-12-312026-01-14 CENCORA INC CENCORA INC6.7K shares-24.28%2025-12-312026-01-14 AVY AVERY DENNISON CORP11.8K sharesnew addition2025-12-312026-01-14 FVRR FIVERR INTL LTD122.0K shares-10.00%2025-12-312026-01-14 RTX RTX CORPORATION11.7K shares-1.08%2025-12-312026-01-14 VONV VANGUARD SCOTTSDALE FDS23.0K shares7.17%2025-12-312026-01-14 Z ZILLOW GROUP INC31.9K shares-10.81%2025-12-312026-01-14 BSJR INVESCO EXCH TRD SLF IDX FD96.5K shares545.45%2025-12-312026-01-14 TAP MOLSON COORS BEVERAGE CO45.3K shares-10.93%2025-12-312026-01-14 SYY SYSCO CORP29.1K shares-6.57%2025-12-312026-01-14 CMG CHIPOTLE MEXICAN GRILL INC53.6K shares39.20%2025-12-312026-01-14 ALL ALLSTATE CORP10.1K shares-21.92%2025-12-312026-01-14 MUB ISHARES TR19.6K shares-0.47%2025-12-312026-01-14 ROL ROLLINS INC34.7K sharesnew addition2025-12-312026-01-14 SMH VANECK ETF TRUST5.4K shares44.83%2025-12-312026-01-14 ACGL ARCH CAP GROUP LTD22.1K sharesnew addition2025-12-312026-01-14 VRSK VERISK ANALYTICS INC9.3K shares15.54%2025-12-312026-01-14 L LOEWS CORP20.0K sharesnew addition2025-12-312026-01-14 VCSH VANGUARD SCOTTSDALE FDS26.3K shares6.05%2025-12-312026-01-14 VICI VICI PPTYS INC74.8K shares-1.34%2025-12-312026-01-14 OMCL OMNICELL COM40.8K shares-13.51%2025-12-312026-01-14 COST COSTCO WHSL CORP NEW2.2K shares-2.27%2025-12-312026-01-14 IJR ISHARES TR16.3K shares5.19%2025-12-312026-01-14 AME AMETEK INC9.7K shares-35.59%2025-12-312026-01-14 PM PHILIP MORRIS INTL INC12.6K shares8.86%2025-12-312026-01-14 PNC PNC FINL SVCS GROUP INC9.4K shares2.46%2025-12-312026-01-14 OUNZ VANECK MERK GOLD ETF46.7K shares33.07%2025-12-312026-01-14 GWW WW GRAINGER INC2.0K shares-11.35%2025-12-312026-01-14 COP CONOCOPHILLIPS20.1K shares4.37%2025-12-312026-01-14 HWM HOWMET AEROSPACE INC9.0K shares14.38%2025-12-312026-01-14 IVV ISHARES TR2.8K shares2.80%2025-12-312026-01-14 PEP PEPSICO INC13.4K shares5.39%2025-12-312026-01-14 AVDV AMERICAN CENTY ETF TR19.1K shares25.02%2025-12-312026-01-14 DSMC ETF SER SOLUTIONS49.7K shares-10.04%2025-12-312026-01-14 AMD ADVANCED MICRO DEVICES INC9.1K shares6.26%2025-12-312026-01-14 EYLD CAMBRIA ETF TR46.2K shares-11.35%2025-12-312026-01-14 PH PARKER-HANNIFIN CORP2.0K shares8.13%2025-12-312026-01-14 VTV VANGUARD INDEX FDS9.2K shares0.34%2025-12-312026-01-14 AXP AMERICAN EXPRESS CO4.8K shares7.33%2025-12-312026-01-14 FTSM FIRST TR EXCHANGE-TRADED FD28.8K sharesnew addition2025-12-312026-01-14 SO SOUTHERN CO19.8K shares3.37%2025-12-312026-01-14 MDYV SPDR SERIES TRUST19.4K shares-2.84%2025-12-312026-01-14 VZ VERIZON COMMUNICATIONS INC41.5K shares-2.73%2025-12-312026-01-14 UNH UNITEDHEALTH GROUP INC4.8K shares3.66%2025-12-312026-01-14 IJJ ISHARES TR11.8K shares-0.07%2025-12-312026-01-14 KO COCA COLA CO23.0K shares-1.18%2025-12-312026-01-14 RAAX VANECK ETF TRUST43.4K shares18.39%2025-12-312026-01-14 MET METLIFE INC19.5K shares7.38%2025-12-312026-01-14 ROKU ROKU INC13.8K shares16.92%2025-12-312026-01-14 BSCQ INVESCO EXCH TRD SLF IDX FD78.2K shares0.33%2025-12-312026-01-14 RDDT REDDIT INC6.0K shares23.18%2025-12-312026-01-14 IDEV ISHARES TR17.2K shares0.31%2025-12-312026-01-14 BSCR INVESCO EXCH TRD SLF IDX FD72.5K shares0.73%2025-12-312026-01-14 XAR SPDR SERIES TRUST5.1K shares45.41%2025-12-312026-01-14 AEP AMERICAN ELEC PWR CO INC12.0K shares7.62%2025-12-312026-01-14 AMAT APPLIED MATLS INC4.7K shares-18.36%2025-12-312026-01-14 T AT&T INC58.0K shares2.08%2025-12-312026-01-14 DELL DELL TECHNOLOGIES INC11.4K shares15.32%2025-12-312026-01-14 MMM 3M CO8.0K shares1.72%2025-12-312026-01-14 IBRX IMMUNITYBIO INC560.0K shares0.00%2025-12-312026-01-14 AVDE AMERICAN CENTY ETF TR15.4K shares87.18%2025-12-312026-01-14 VONG VANGUARD SCOTTSDALE FDS10.6K shares5.44%2025-12-312026-01-14 FDX FEDEX CORP4.1K shares-14.53%2025-12-312026-01-14 EME EMCOR GROUP INC2.0K shares9.31%2025-12-312026-01-14 GS GOLDMAN SACHS GROUP INC1.4K shares2.33%2025-12-312026-01-14 DE DEERE & CO2.6K shares0.94%2025-12-312026-01-14 QCOM QUALCOMM INC7.0K shares6.56%2025-12-312026-01-14 AMGN AMGEN INC3.8K shares-0.70%2025-12-312026-01-14 RSBT TIDAL TRUST II66.8K shares-10.92%2025-12-312026-01-14 MGA MAGNA INTL INC22.1K shares0.57%2025-12-312026-01-14 NTSX WISDOMTREE TR22.0K shares-3.69%2025-12-312026-01-14 MAR MARRIOTT INTL INC NEW3.7K shares0.08%2025-12-312026-01-14 BSCS INVESCO EXCH TRD SLF IDX FD58.4K shares59.08%2025-12-312026-01-14 GE AEROSPACE GE AEROSPACE3.7K shares-2.84%2025-12-312026-01-14 IWY ISHARES TR4.3K shares-6.03%2025-12-312026-01-14 CAH CARDINAL HEALTH INC5.9K shares5.94%2025-12-312026-01-14 SNOW SNOWFLAKE INC5.4K shares-0.20%2025-12-312026-01-14 VGT VANGUARD WORLD FD1.5K shares4.96%2025-12-312026-01-14 LMT LOCKHEED MARTIN CORP2.1K shares2.74%2025-12-312026-01-14 PSQO PALMER SQUARE FUNDS TRUST56.1K shares23.99%2025-12-312026-01-14 PFE PFIZER INC44.7K shares8.32%2025-12-312026-01-14 JPIE J P MORGAN EXCHANGE TRADED F24.6K shares17.54%2025-12-312026-01-14 PLD PROLOGIS INC.8.7K shares27.39%2025-12-312026-01-14 APH AMPHENOL CORP NEW8.0K shares1.69%2025-12-312026-01-14 WFC WELLS FARGO CO NEW11.5K shares7.48%2025-12-312026-01-14 PRU PRUDENTIAL FINL INC9.3K shares4.52%2025-12-312026-01-14 UJAN INNOVATOR ETFS TRUST25.2K shares-0.30%2025-12-312026-01-14 LEN LENNAR CORP9.1K shares25.71%2025-12-312026-01-14 THO THOR INDS INC9.9K shares0.67%2025-12-312026-01-14 YOU CLEAR SECURE INC29.7K shares-15.32%2025-12-312026-01-14 CPRI CAPRI HOLDINGS LIMITED40.4K shares-12.89%2025-12-312026-01-14 RCL ROYAL CARIBBEAN GROUP3.4K shares11.74%2025-12-312026-01-14 JAAA JANUS DETROIT STR TR20.6K shares18.96%2025-12-312026-01-14 SPYM SPDR SERIES TRUST12.8K shares-1.31%2025-12-312026-01-14 HIG HARTFORD INSURANCE GROUP INC7.6K shares10.29%2025-12-312026-01-14 TJX TJX COS INC NEW6.5K shares11.53%2025-12-312026-01-14 PAYC PAYCOM SOFTWARE INC6.5K shares-11.47%2025-12-312026-01-14 ULTA ULTA BEAUTY INC1.5K shares80.46%2025-12-312026-01-14 ENB ENBRIDGE INC21.5K shares1.55%2025-12-312026-01-14 QTUM ETF SER SOLUTIONS8.3K shares28.92%2025-12-312026-01-14 ARW ARROW ELECTRS INC8.4K shares45.37%2025-12-312026-01-14 IWD ISHARES TR4.4K shares0.00%2025-12-312026-01-14 GILD GILEAD SCIENCES INC7.9K shares3.38%2025-12-312026-01-14 ABT ABBOTT LABS7.5K shares0.43%2025-12-312026-01-14 GM GENERAL MTRS CO11.3K shares-37.92%2025-12-312026-01-14 FWRG FIRST WATCH RESTAURANT GROUP59.2K shares-11.21%2025-12-312026-01-14 IXN ISHARES TR8.6K shares42.12%2025-12-312026-01-14 IGM ISHARES TR7.0K shares39.96%2025-12-312026-01-14 GBDC GOLUB CAP BDC INC66.4K shares-1.48%2025-12-312026-01-14 SCHO SCHWAB STRATEGIC TR37.3K shares-0.12%2025-12-312026-01-14 MCW MISTER CAR WASH INC148.2K shares-10.97%2025-12-312026-01-14 BK BANK NEW YORK MELLON CORP7.5K shares8.08%2025-12-312026-01-14 DVN DEVON ENERGY CORP NEW24.9K shares-27.36%2025-12-312026-01-14 LOW LOWES COS INC3.3K shares-4.76%2025-12-312026-01-14 CSX CSX CORP24.9K shares3.90%2025-12-312026-01-14 USB US BANCORP DEL15.7K shares4.79%2025-12-312026-01-14 VIG VANGUARD SPECIALIZED FUNDS3.8K shares-9.50%2025-12-312026-01-14 GPZ VANECK ETF TRUST30.4K shares53.47%2025-12-312026-01-14 IUSB ISHARES TR18.4K shares-7.13%2025-12-312026-01-14 LHX L3HARRIS TECHNOLOGIES INC2.6K shares0.43%2025-12-312026-01-14 VEA VANGUARD TAX-MANAGED FDS13.1K shares-13.13%2025-12-312026-01-14 AZN ASTRAZENECA PLC8.9K shares3.50%2025-12-312026-01-14 FTNT FORTINET INC10.3K shares-0.88%2025-12-312026-01-14 KMI KINDER MORGAN INC DEL29.9K shares5.44%2025-12-312026-01-14 AIQ GLOBAL X FDS15.4K sharesnew addition2025-12-312026-01-14 EFV ISHARES TR11.1K shares-0.30%2025-12-312026-01-14 BSMQ INVESCO EXCH TRD SLF IDX FD33.5K shares17.15%2025-12-312026-01-14 TXN TEXAS INSTRS INC4.2K shares-17.96%2025-12-312026-01-14 NLR VANECK ETF TRUST5.6K shares-7.64%2025-12-312026-01-14 HODL VANECK BITCOIN ETF30.8K shares-3.28%2025-12-312026-01-14 DG DOLLAR GEN CORP NEW5.5K shares-40.31%2025-12-312026-01-14 MU MICRON TECHNOLOGY INC2.2K shares0.14%2025-12-312026-01-14 BSMR INVESCO EXCH TRD SLF IDX FD32.1K shares6.44%2025-12-312026-01-14 ES EVERSOURCE ENERGY11.2K shares19.96%2025-12-312026-01-14 PPA INVESCO EXCHANGE TRADED FD T4.4K sharesnew addition2025-12-312026-01-14 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-01-14 MS MORGAN STANLEY4.0K shares-1.96%2025-12-312026-01-14 DIS DISNEY WALT CO6.4K shares0.61%2025-12-312026-01-14 FITB FIFTH THIRD BANCORP14.9K shares7.61%2025-12-312026-01-14 PANW PALO ALTO NETWORKS INC3.9K shares5.64%2025-12-312026-01-14 AJG GALLAGHER ARTHUR J & CO2.8K shares4.13%2025-12-312026-01-14 TMUS T-MOBILE US INC3.6K shares10.44%2025-12-312026-01-14 CMI CUMMINS INC1.3K shares11.73%2025-12-312026-01-14 ADI ANALOG DEVICES INC2.4K shares40.21%2025-12-312026-01-14 BSMS INVESCO EXCH TRD SLF IDX FD30.7K shares214.75%2025-12-312026-01-14 CDNS CADENCE DESIGN SYSTEM INC2.2K shares11.16%2025-12-312026-01-14 HON HONEYWELL INTL INC3.5K shares-5.55%2025-12-312026-01-14 SCHX SCHWAB STRATEGIC TR26.1K shares-14.90%2025-12-312026-01-14 BNDX VANGUARD CHARLOTTE FDS14.5K shares-3.27%2025-12-312026-01-14 DYNF BLACKROCK ETF TRUST11.4K shares-6.84%2025-12-312026-01-14 FSS FEDERAL SIGNAL CORP6.0K shares0.00%2025-12-312026-01-14 APRW AIM ETF PRODUCTS TRUST20.0K shares0.00%2025-12-312026-01-14 UBER UBER TECHNOLOGIES INC8.1K shares-10.75%2025-12-312026-01-14 MGV VANGUARD WORLD FD4.8K shares-1.00%2025-12-312026-01-14 HAPI HARBOR ETF TRUST16.3K shares-6.69%2025-12-312026-01-14 INTC INTEL CORP14.7K shares124.74%2025-12-312026-01-14 VBR VANGUARD INDEX FDS3.0K shares-2.04%2025-12-312026-01-14 SOXX ISHARES TR2.0K shares19.38%2025-12-312026-01-14 UPS UNITED PARCEL SERVICE INC6.0K shares-5.72%2025-12-312026-01-14 FDVV FIDELITY COVINGTON TRUST11.4K shares-14.67%2025-12-312026-01-14 MCO MOODYS CORP1.2K shares3.84%2025-12-312026-01-14 HYG ISHARES TR8.0K shares11.49%2025-12-312026-01-14 LZ LEGALZOOM COM INC61.4K shares-11.34%2025-12-312026-01-14 STLD STEEL DYNAMICS INC3.7K shares-28.32%2025-12-312026-01-14 OSEA HARBOR ETF TRUST20.4K shares-15.86%2025-12-312026-01-14 IWF ISHARES TR1.3K shares-3.29%2025-12-312026-01-14 MINT PIMCO ETF TR6.3K shares-9.47%2025-12-312026-01-14 CEG CONSTELLATION ENERGY CORP1.8K shares20.20%2025-12-312026-01-14 APLU ALLSPRING EXCHANGE TRADED FU25.1K shares178.79%2025-12-312026-01-14 IVW ISHARES TR5.0K shares-1.99%2025-12-312026-01-14 ACWI ISHARES TR4.3K shares0.00%2025-12-312026-01-14 NSC NORFOLK SOUTHN CORP2.2K shares7.27%2025-12-312026-01-14 GNK GENCO SHIPPING & TRADING LTD33.1K shares-36.08%2025-12-312026-01-14 RWL INVESCO EXCH TRADED FD TR II5.2K shares0.00%2025-12-312026-01-14 SUB ISHARES TR5.7K shares46.05%2025-12-312026-01-14 FCX FREEPORT-MCMORAN INC10.7K shares-33.55%2025-12-312026-01-14 VTEB VANGUARD MUN BD FDS11.9K shares0.00%2025-12-312026-01-14 CTAS CINTAS CORP3.1K shares9.98%2025-12-312026-01-14 HYMB SPDR SERIES TRUST23.9K shares-0.20%2025-12-312026-01-14 CRM SALESFORCE INC2.3K shares5.24%2025-12-312026-01-14 SYK STRYKER CORPORATION1.6K shares9.21%2025-12-312026-01-14 BSCU INVESCO EXCH TRD SLF IDX FD34.8K shares136.21%2025-12-312026-01-14 VRTX VERTEX 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TR16.4K shares-0.53%2025-12-312026-01-14 GLXY GALAXY DIGITAL INC.21.6K shares0.00%2025-12-312026-01-14 HUBBELL INC HUBBELL INC1.1K shares0.54%2025-12-312026-01-14 TFC TRUIST FINL CORP10.4K shares12.64%2025-12-312026-01-14 TBLL INVESCO EXCH TRADED FD TR II4.9K shares-16.07%2025-12-312026-01-14 MGC VANGUARD WORLD FD2.0K shares4.65%2025-12-312026-01-14 INTU INTUIT785 shares13.93%2025-12-312026-01-14 EMR EMERSON ELEC CO3.5K shares3.99%2025-12-312026-01-14 TSM TAIWAN SEMICONDUCTOR MFG LTD1.6K shares9.97%2025-12-312026-01-14 BDX BECTON DICKINSON & CO2.5K shares-80.19%2025-12-312026-01-14 WM WASTE MGMT INC DEL2.2K shares-9.84%2025-12-312026-01-14 PDBC INVESCO ACTVELY MNGD ETC FD36.3K shares8.30%2025-12-312026-01-14 CASY CASEYS GEN STORES INC824 shares6.60%2025-12-312026-01-14 AHR AMERICAN HEALTHCARE REIT INC10.3K shares-16.65%2025-12-312026-01-14 LAMR LAMAR ADVERTISING CO NEW3.8K shares9.53%2025-12-312026-01-14 HOOD ROBINHOOD MKTS INC4.2K shares15.11%2025-12-312026-01-14 FLRT PACER FDS TR10.2K shares0.00%2025-12-312026-01-14 RUNN STRATEGIC TRUST13.9K shares-29.12%2025-12-312026-01-14 XLF SELECT SECTOR SPDR TR8.7K shares-5.08%2025-12-312026-01-14 RIO RIO TINTO PLC5.9K shares-34.87%2025-12-312026-01-14 DISV DIMENSIONAL ETF TRUST12.1K shares-0.22%2025-12-312026-01-14 CFG CITIZENS FINL GROUP INC7.8K shares8.71%2025-12-312026-01-14 DNP DNP SELECT INCOME FD INC46.8K shares42.73%2025-12-312026-01-14 MPC MARATHON PETE CORP2.6K shares-3.78%2025-12-312026-01-14 SCHV SCHWAB STRATEGIC TR15.1K shares-0.32%2025-12-312026-01-14 GOVT ISHARES TR19.8K shares6.24%2025-12-312026-01-14 SWKS SKYWORKS SOLUTIONS INC7.6K shares-26.46%2025-12-312026-01-14 BA BOEING CO1.9K shares3.41%2025-12-312026-01-14 SCHB SCHWAB STRATEGIC TR17.0K shares-0.05%2025-12-312026-01-14 VSLU ETF OPPORTUNITIES TRUST10.2K shares109.45%2025-12-312026-01-14 CMCSA COMCAST CORP NEW16.0K shares7.49%2025-12-312026-01-14 PNR PENTAIR PLC4.4K shares62.67%2025-12-312026-01-14 NCDL NUVEEN CHURCHILL DIRECT LEND32.9K shares-42.07%2025-12-312026-01-14 DHR DANAHER CORPORATION1.9K shares8.29%2025-12-312026-01-14 DFAT DIMENSIONAL ETF TRUST7.0K shares2.96%2025-12-312026-01-14 PHM PULTE GROUP INC3.3K shares9.53%2025-12-312026-01-14 VRT VERTIV HOLDINGS CO2.7K shares11.62%2025-12-312026-01-14 STLA STELLANTIS N.V39.6K shares-32.26%2025-12-312026-01-14 AVEM AMERICAN CENTY ETF TR5.4K shares15.57%2025-12-312026-01-14 DFAR DIMENSIONAL ETF TRUST18.6K shares1.63%2025-12-312026-01-14 USIG ISHARES TR8.3K shares16.92%2025-12-312026-01-14 COWZ PACER FDS TR6.9K shares-3.07%2025-12-312026-01-14 NUE NUCOR CORP2.6K shares-4.23%2025-12-312026-01-14 IYW ISHARES TR2.1K shares-0.99%2025-12-312026-01-14 COF CAPITAL ONE FINL CORP1.7K shares10.85%2025-12-312026-01-14 VHT VANGUARD WORLD FD1.4K shares0.42%2025-12-312026-01-14 SLDE SLIDE INS HLDGS INC22.8K sharesnew addition2025-12-312026-01-14 XT ISHARES TR5.7K shares0.00%2025-12-312026-01-14 PSX PHILLIPS 662.9K shares1.51%2025-12-312026-01-14 FCTE ETF OPPORTUNITIES TRUST15.7K shares-30.62%2025-12-312026-01-14 AWK AMERICAN WTR WKS CO INC NEW3.2K shares11.60%2025-12-312026-01-14 GLW CORNING INC4.7K shares8.71%2025-12-312026-01-14 CMS CMS ENERGY CORP5.8K shares-1.30%2025-12-312026-01-14 AMP AMERIPRISE FINL INC782 shares4.83%2025-12-312026-01-14 MDB MONGODB INC961 sharesnew addition2025-12-312026-01-14 UJUL INNOVATOR ETFS TRUST10.1K shares-5.29%2025-12-312026-01-14 ADP AUTOMATIC DATA PROCESSING IN1.5K shares14.49%2025-12-312026-01-14 AVSE AMERICAN CENTY ETF TR5.8K sharesnew addition2025-12-312026-01-14 IWV ISHARES TR982 shares-9.58%2025-12-312026-01-14 APOC INNOVATOR ETFS TRUST14.7K shares-4.13%2025-12-312026-01-14 BP BP PLC11.2K shares2.16%2025-12-312026-01-14 ZS ZSCALER INC1.8K shares13.54%2025-12-312026-01-14 GEV GE VERNOVA INC612 shares4.08%2025-12-312026-01-14 UAUG INNOVATOR ETFS TRUST9.5K shares0.32%2025-12-312026-01-14 UGI UGI CORP NEW10.2K shares23.42%2025-12-312026-01-14 JAJL INNOVATOR ETFS TRUST12.8K shares-9.87%2025-12-312026-01-14 IBIT ISHARES BITCOIN TRUST ETF7.3K shares-0.82%2025-12-312026-01-14 FN FABRINET832 shares29.60%2025-12-312026-01-14 JPST J P MORGAN EXCHANGE TRADED F7.3K shares54.69%2025-12-312026-01-14 FDN FIRST TR EXCHANGE-TRADED FD1.4K shares5.84%2025-12-312026-01-14 VLO VALERO ENERGY CORP2.0K shares5.66%2025-12-312026-01-14 HSY HERSHEY CO1.9K shares5.64%2025-12-312026-01-14 BMY BRISTOL-MYERS SQUIBB CO6.3K shares0.49%2025-12-312026-01-14 CPAI NORTHERN LTS FD TR III8.1K sharesnew addition2025-12-312026-01-14 F FORD MTR CO24.7K shares9.56%2025-12-312026-01-14 FNF FIDELITY NATIONAL FINANCIAL6.3K shares14.41%2025-12-312026-01-14 SPYV SPDR SERIES TRUST5.9K shares-4.00%2025-12-312026-01-14 LH LABCORP HOLDINGS INC1.4K shares9.41%2025-12-312026-01-14 CXW CORECIVIC INC16.6K shares-0.09%2025-12-312026-01-14 NVBT AIM ETF PRODUCTS TRUST9.0K sharesnew addition2025-12-312026-01-14 TRV TRAVELERS COMPANIES INC1.2K shares3.05%2025-12-312026-01-14 PBDC PUTNAM ETF TRUST10.8K sharesnew addition2025-12-312026-01-14 KEY KEYCORP15.7K shares36.53%2025-12-312026-01-14 ARP ADVISORS INNER CIRCLE FD II10.6K sharesnew addition2025-12-312026-01-14 BUFQ FIRST TR EXCHNG TRADED FD VI9.1K shares36.68%2025-12-312026-01-14 SPDW SPDR INDEX SHS FDS7.1K shares-5.51%2025-12-312026-01-14 WELL WELLTOWER INC1.7K shares-7.86%2025-12-312026-01-14 MAYT AIM ETF PRODUCTS TRUST8.8K shares-23.73%2025-12-312026-01-14 NOW SERVICENOW INC2.3K shares327.43%2025-12-312026-01-14 ON ON SEMICONDUCTOR CORP5.2K shares-35.57%2025-12-312026-01-14 SPEM SPDR INDEX SHS FDS6.7K shares-0.03%2025-12-312026-01-14 HYTR NORTHERN LTS FD TR III14.7K sharesnew addition2025-12-312026-01-14 SBUX STARBUCKS CORP3.6K shares-26.73%2025-12-312026-01-14 ASML ASML HOLDING N V252 sharesnew addition2025-12-312026-01-14 BANX ARROWMARK FINANCIAL CORP14.5K shares0.99%2025-12-312026-01-14 IT GARTNER INC1.3K shares-7.93%2025-12-312026-01-14 QLD PROSHARES TR4.4K shares100.00%2025-12-312026-01-14 APRT AIM ETF PRODUCTS TRUST7.6K shares-0.78%2025-12-312026-01-14 WPC WP CAREY INC4.8K shares8.60%2025-12-312026-01-14 VTIP VANGUARD MALVERN FDS6.4K shares7.84%2025-12-312026-01-14 ICSH ISHARES TR6.3K shares-2.49%2025-12-312026-01-14 JULH INNOVATOR ETFS TRUST12.6K shares-1.56%2025-12-312026-01-14 BFEB INNOVATOR ETFS TRUST6.4K shares0.00%2025-12-312026-01-14 OC OWENS CORNING NEW2.6K shares-37.22%2025-12-312026-01-14 NKE NIKE INC4.8K shares0.27%2025-12-312026-01-14 BXSL BLACKSTONE SECD LENDING FD11.9K shares0.00%2025-12-312026-01-14 VWO VANGUARD INTL EQUITY INDEX F5.6K shares-19.27%2025-12-312026-01-14 VBK VANGUARD INDEX FDS963 shares0.21%2025-12-312026-01-14 VOE VANGUARD INDEX FDS1.7K shares3.40%2025-12-312026-01-14 SCHA SCHWAB STRATEGIC TR10.1K shares-9.31%2025-12-312026-01-14 OBDC BLUE OWL CAPITAL CORPORATION24.2K shares0.00%2025-12-312026-01-14 GWX SPDR INDEX SHS FDS7.2K shares-0.01%2025-12-312026-01-14 SPTM SPDR SERIES TRUST3.6K shares30.47%2025-12-312026-01-14 USMV ISHARES TR3.2K shares-5.11%2025-12-312026-01-14 AWI ARMSTRONG WORLD INDS INC NEW1.5K shares3.54%2025-12-312026-01-14 PHYS SPROTT ASSET MANAGEMENT LP8.6K shares-3.57%2025-12-312026-01-14 NWE NORTHWESTERN ENERGY GROUP IN4.5K shares25.06%2025-12-312026-01-14 SILA SILA REALTY TRUST INC12.6K shares-9.22%2025-12-312026-01-14 BSX BOSTON SCIENTIFIC CORP3.0K shares2.48%2025-12-312026-01-14 AVES AMERICAN CENTY ETF TR4.8K sharesnew addition2025-12-312026-01-14 IGIB ISHARES TR5.3K shares-2.98%2025-12-312026-01-14 ELV ELEVANCE HEALTH INC FORMERLY768 shares5.35%2025-12-312026-01-14 AVGE AMERICAN CENTY ETF TR3.2K sharesnew addition2025-12-312026-01-14 BSMT INVESCO EXCH TRD SLF IDX FD12.1K shares21.04%2025-12-312026-01-14 ITW ILLINOIS TOOL WKS INC1.1K shares11.67%2025-12-312026-01-14 BR BROADRIDGE FINL SOLUTIONS IN1.2K shares12.05%2025-12-312026-01-14 BFRZ INNOVATOR ETFS TRUST10.3K shares17.55%2025-12-312026-01-14 GSY INVESCO ACTIVELY MANAGED EXC5.4K shares-64.37%2025-12-312026-01-14 QUAL ISHARES TR1.3K shares-1.42%2025-12-312026-01-14 TGT TARGET CORP2.5K shares-20.22%2025-12-312026-01-14 GCOW PACER FDS TR6.4K shares0.00%2025-12-312026-01-14 EIX EDISON INTL4.3K sharesnew addition2025-12-312026-01-14 SSUS STRATEGY SHS5.3K shares-3.43%2025-12-312026-01-14 DFSI DIMENSIONAL ETF TRUST5.9K shares1.42%2025-12-312026-01-14 IWM ISHARES TR1.0K shares-96.01%2025-12-312026-01-14 MAIN MAIN STR CAP CORP4.2K shares1.46%2025-12-312026-01-14 ACWV ISHARES INC2.2K shares0.60%2025-12-312026-01-14 UYLD ANGEL OAK FUNDS TRUST5.1K shares-65.20%2025-12-312026-01-14 XLE SELECT SECTOR SPDR TR5.5K shares70.09%2025-12-312026-01-14 LYB LYONDELLBASELL INDUSTRIES N5.2K sharesnew addition2025-12-312026-01-14 NOC NORTHROP GRUMMAN CORP411 shares-47.44%2025-12-312026-01-14 EFA ISHARES TR2.6K shares-10.76%2025-12-312026-01-14 STIP ISHARES TR2.5K shares-1.01%2025-12-312026-01-14 UNM UNUM GROUP3.1K sharesnew addition2025-12-312026-01-14 SHW SHERWIN WILLIAMS CO717 shares-1.10%2025-12-312026-01-14 IEI ISHARES TR2.1K shares-3.67%2025-12-312026-01-14 USEP INNOVATOR ETFS TRUST6.3K shares0.49%2025-12-312026-01-14 NTSI WISDOMTREE TR5.5K shares-7.97%2025-12-312026-01-14 NDAQ NASDAQ INC2.5K shares4.05%2025-12-312026-01-14 EWJ ISHARES INC2.9K sharesnew addition2025-12-312026-01-14 MDLZ MONDELEZ INTL INC4.4K shares-10.87%2025-12-312026-01-14 CF CF INDS HLDGS INC2.9K shares-6.00%2025-12-312026-01-14 IGSB ISHARES TR4.6K shares-1.93%2025-12-312026-01-14 TD TORONTO DOMINION BK ONT2.6K shares0.43%2025-12-312026-01-14 BSCV INVESCO EXCH TRD SLF IDX FD14.5K sharesnew addition2025-12-312026-01-14 PWR QUANTA SVCS INC572 shares-12.94%2025-12-312026-01-14 LMB LIMBACH HLDGS INC3.1K shares2.17%2025-12-312026-01-14 FIX COMFORT SYS USA INC238 sharesnew addition2025-12-312026-01-14 ROST ROSS STORES INC1.3K sharesnew addition2025-12-312026-01-14 GPIQ GOLDMAN SACHS ETF TR4.4K shares6.92%2025-12-312026-01-14 MBB ISHARES TR2.5K shares-14.61%2025-12-312026-01-14 MNST MONSTER BEVERAGE CORP NEW3.0K sharesnew addition2025-12-312026-01-14 DTE DTE ENERGY CO1.8K shares-2.56%2025-12-312026-01-14 SEIV SEI EXCHANGE TRADED FUNDS5.5K shares-25.08%2025-12-312026-01-14 UBSI UNITED BANKSHARES INC WEST V5.7K sharesnew addition2025-12-312026-01-14 FNV FRANCO NEV CORP1.0K shares-0.20%2025-12-312026-01-14 SHYG ISHARES TR5.4K shares6.99%2025-12-312026-01-14 SEIM SEI EXCHANGE TRADED FUNDS4.9K shares-23.80%2025-12-312026-01-14 PSTG PURE STORAGE INC3.4K shares-21.30%2025-12-312026-01-14 UNP UNION PAC CORP999 shares-2.92%2025-12-312026-01-14 KMB KIMBERLY-CLARK CORP2.3K shares22.54%2025-12-312026-01-14 BUFR FIRST TR EXCHNG TRADED FD VI6.5K shares0.43%2025-12-312026-01-14 HFGM TIDAL TRUST I7.2K sharesnew addition2025-12-312026-01-14 JANT AIM ETF PRODUCTS TRUST5.3K shares0.28%2025-12-312026-01-14 XLC SELECT SECTOR SPDR TR1.9K shares-7.81%2025-12-312026-01-14 XEL XCEL ENERGY INC3.0K shares0.51%2025-12-312026-01-14 TXT TEXTRON INC2.3K sharesnew addition2025-12-312026-01-14 VWOB VANGUARD WHITEHALL FDS3.2K shares-4.38%2025-12-312026-01-14 MDY SPDR S&P MIDCAP 400 ETF TR346 sharesnew addition2025-12-312026-01-14 WRB BERKLEY W R CORP3.2K shares5.21%2025-12-312026-01-14 CMA COMERICA INC2.4K sharesnew addition2025-12-312026-01-14 ROK ROCKWELL AUTOMATION INC519 sharesnew addition2025-12-312026-01-14 GPIX GOLDMAN SACHS ETF TR4.0K sharesnew addition2025-12-312026-01-14 PNW PINNACLE WEST CAP CORP2.4K sharesnew addition2025-12-312026-01-14 CALM CAL MAINE FOODS INC2.9K shares-30.02%2025-12-312026-01-14 CGW INVESCO EXCH TRADED FD TR II3.3K shares0.00%2025-12-312026-01-14 BOXX EA SERIES TRUST1.8K shares-70.87%2025-12-312026-01-14 WTFC WINTRUST FINL CORP1.4K sharesnew addition2025-12-312026-01-14 ZALT INNOVATOR ETFS TRUST6.3K shares-19.54%2025-12-312026-01-14 BALT INNOVATOR ETFS TRUST6.1K sharesnew addition2025-12-312026-01-14 LDOS LEIDOS HOLDINGS INC1.0K sharesnew addition2025-12-312026-01-14 GUT GABELLI UTIL TR33.5K shares103.72%2025-12-312026-01-14 CB CHUBB LIMITED666 sharesnew addition2025-12-312026-01-14 NJUL INNOVATOR ETFS TRUST2.8K shares-2.96%2025-12-312026-01-14 SCHP SCHWAB STRATEGIC TR7.7K shares-11.61%2025-12-312026-01-14 UAPR INNOVATOR ETFS TRUST6.1K sharesnew addition2025-12-312026-01-14 AVUV AMERICAN CENTY ETF TR1.9K sharesnew addition2025-12-312026-01-14 VIOO VANGUARD ADMIRAL FDS INC1.7K sharesnew addition2025-12-312026-01-14 CAG CONAGRA BRANDS INC11.0K sharesnew addition2025-12-312026-01-14 DOC HEALTHPEAK PROPERTIES INC11.1K shares1.78%2025-12-312026-01-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available