The Analysis of AE Wealth Management LLC's Holdings
Currently, AE Wealth Management LLC holds 2453 types of securities in its portfolio with a total value $17.4B. In the most recent quarter, they have increased their positions in SIXO (+3.9M shares, valued at $136.2M), OCTW (+2.2M shares, valued at $86.5M), MSFT (+151.6K shares, valued at $73.3M); decreased their positions in DECW (-2.3M shares, valued at $77.6M), TMO (-63.7K shares, valued at $36.9M), QUAL (-152.7K shares, valued at $30.3M); initiated new positions in DOV (+127.8K shares, valued at $25.0M), CHD (+257.9K shares, valued at $21.6M), AGEM (+452.0K shares, valued at $17.3M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC2.2M shares7.00%2025-12-312026-01-26
NVDA NVIDIA CORPORATION3.1M shares9.82%2025-12-312026-01-26 MSFT MICROSOFT CORP1.0M shares17.23%2025-12-312026-01-26 VNLA JANUS DETROIT STR TR7.5M shares5.06%2025-12-312026-01-26 AMZN AMAZON COM INC1.5M shares9.97%2025-12-312026-01-26 IVV ISHARES TR506.9K shares8.57%2025-12-312026-01-26 SPYG SPDR SERIES TRUST2.9M shares-2.25%2025-12-312026-01-26 ALPHABET INC ALPHABET INC891.8K shares-3.58%2025-12-312026-01-26 AVIG AMERICAN CENTY ETF TR6.1M shares19.16%2025-12-312026-01-26 META META PLATFORMS INC347.6K shares11.69%2025-12-312026-01-26 BROADCOM INC BROADCOM INC617.7K shares4.38%2025-12-312026-01-26 SPYV SPDR SERIES TRUST3.5M shares12.23%2025-12-312026-01-26 IWY ISHARES TR638.1K shares1.98%2025-12-312026-01-26 PYLD PIMCO ETF TR6.5M shares36.04%2025-12-312026-01-26 JPM JPMORGAN CHASE & CO.516.6K shares8.07%2025-12-312026-01-26 BOND PIMCO ETF TR1.5M shares47.60%2025-12-312026-01-26 SIXO AIM ETF PRODUCTS TRUST3.9M shares35648.24%2025-12-312026-01-26 SCEC CAPITOL SER TR5.3M shares2.28%2025-12-312026-01-26 DECU AIM ETF PRODUCTS TRUST4.7M shares-0.36%2025-12-312026-01-26 JAAA JANUS DETROIT STR TR2.5M shares4.77%2025-12-312026-01-26 XOM EXXON MOBIL CORP969.4K shares4.64%2025-12-312026-01-26 IEMG ISHARES INC1.7M shares-1.61%2025-12-312026-01-26 SPYM SPDR SERIES TRUST1.4M shares-0.94%2025-12-312026-01-26 SPY SPDR S&P 500 ETF TR167.6K shares17.24%2025-12-312026-01-26 TSLA TESLA INC251.5K shares2.07%2025-12-312026-01-26 MA MASTERCARD INCORPORATED189.6K shares44.18%2025-12-312026-01-26 FIDU FIDELITY COVINGTON TRUST1.3M shares24.31%2025-12-312026-01-26 DFAU DIMENSIONAL ETF TRUST2.3M shares-5.43%2025-12-312026-01-26 CSCO CISCO SYS INC1.3M shares11.80%2025-12-312026-01-26 JNJ JOHNSON & JOHNSON490.1K shares1.81%2025-12-312026-01-26 BILZ PIMCO ETF TR1.0M shares-15.54%2025-12-312026-01-26 MDYG SPDR SERIES TRUST1.1M shares26.13%2025-12-312026-01-26 IWX ISHARES TR1.1M shares3.16%2025-12-312026-01-26 V VISA INC282.3K shares13.98%2025-12-312026-01-26 FDIS FIDELITY COVINGTON TRUST966.6K shares26.74%2025-12-312026-01-26 WMT WALMART INC871.6K shares56.61%2025-12-312026-01-26 LLY ELI LILLY & CO90.0K shares4.12%2025-12-312026-01-26 MINT PIMCO ETF TR960.5K shares3.95%2025-12-312026-01-26 PG PROCTER AND GAMBLE CO654.9K shares-1.59%2025-12-312026-01-26 MU MICRON TECHNOLOGY INC321.2K shares-9.93%2025-12-312026-01-26 PLTR PALANTIR TECHNOLOGIES INC510.7K shares2.98%2025-12-312026-01-26 IEFA ISHARES TR1.0M shares58.35%2025-12-312026-01-26 IVW ISHARES TR710.6K shares2.49%2025-12-312026-01-26 MCD MCDONALDS CORP285.2K shares-10.02%2025-12-312026-01-26 OCTW AIM ETF PRODUCTS TRUST2.2M shares27776.23%2025-12-312026-01-26 IWO ISHARES TR266.4K shares24.21%2025-12-312026-01-26 DYNF BLACKROCK ETF TRUST1.4M shares2.56%2025-12-312026-01-26 PM PHILIP MORRIS INTL INC525.0K shares56.25%2025-12-312026-01-26 BAC BANK AMERICA CORP1.5M shares58.06%2025-12-312026-01-26 IVE ISHARES TR383.1K shares38.50%2025-12-312026-01-26 CVX CHEVRON CORP NEW530.6K shares12.74%2025-12-312026-01-26 GOVT ISHARES TR3.4M shares10.50%2025-12-312026-01-26 FUTY FIDELITY COVINGTON TRUST1.4M shares31.63%2025-12-312026-01-26 QBER ELEVATION SERIES TRUST3.1M shares-15.25%2025-12-312026-01-26 EFV ISHARES TR1.1M shares0.98%2025-12-312026-01-26 FLRG FIDELITY COVINGTON TRUST1.9M shares8.54%2025-12-312026-01-26 MDYV SPDR SERIES TRUST858.8K shares29.79%2025-12-312026-01-26 FMAT FIDELITY COVINGTON TRUST1.3M shares25.83%2025-12-312026-01-26 SEPW AIM ETF PRODUCTS TRUST2.2M shares-11.38%2025-12-312026-01-26 AMD ADVANCED MICRO DEVICES INC323.7K shares0.38%2025-12-312026-01-26 ABBV ABBVIE INC294.0K shares2.69%2025-12-312026-01-26 AVXC AMERICAN CENTY ETF TR1.0M shares56.37%2025-12-312026-01-26 QUAL ISHARES TR324.5K shares-32.00%2025-12-312026-01-26 COST COSTCO WHSL CORP NEW74.7K shares77.25%2025-12-312026-01-26 SGOV ISHARES TR639.0K shares26.96%2025-12-312026-01-26 ONEZ ELEVATION SERIES TRUST2.4M shares3.79%2025-12-312026-01-26 GSEP FIRST TR EXCHNG TRADED FD VI1.6M shares74173.79%2025-12-312026-01-26 SKOR FLEXSHARES TR1.3M shares14.54%2025-12-312026-01-26 CRM SALESFORCE INC231.7K shares21.28%2025-12-312026-01-26 AMAT APPLIED MATLS INC238.0K shares13.95%2025-12-312026-01-26 ILTB ISHARES TR1.2M shares12.65%2025-12-312026-01-26 EFG ISHARES TR519.7K shares0.89%2025-12-312026-01-26 GE AEROSPACE GE AEROSPACE191.6K shares55.28%2025-12-312026-01-26 GS GOLDMAN SACHS GROUP INC66.0K shares-23.76%2025-12-312026-01-26 SPBO SPDR SERIES TRUST2.0M shares13.65%2025-12-312026-01-26 XONE BONDBLOXX ETF TRUST1.2M shares4.37%2025-12-312026-01-26 WFC WELLS FARGO CO NEW611.0K shares24.77%2025-12-312026-01-26 VZ VERIZON COMMUNICATIONS INC1.4M shares15.13%2025-12-312026-01-26 DECT AIM ETF PRODUCTS TRUST1.5M shares-2.51%2025-12-312026-01-26 MBB ISHARES TR572.3K shares6.66%2025-12-312026-01-26 VGSH VANGUARD SCOTTSDALE FDS924.6K shares6.35%2025-12-312026-01-26 IWS ISHARES TR377.5K shares2.87%2025-12-312026-01-26 MUB ISHARES TR449.8K shares13.11%2025-12-312026-01-26 OEF ISHARES TR140.3K shares-5.61%2025-12-312026-01-26 WTS WATTS WATER TECHNOLOGIES INC171.2K shares23.79%2025-12-312026-01-26 T AT&T INC1.9M shares-6.53%2025-12-312026-01-26 PVEX ELEVATION SERIES TRUST1.6M shares4084.72%2025-12-312026-01-26 ORCL ORACLE CORP234.9K shares14.98%2025-12-312026-01-26 SEPT AIM ETF PRODUCTS TRUST1.3M shares-0.68%2025-12-312026-01-26 NFLX NETFLIX INC478.7K shares898.93%2025-12-312026-01-26 JULU AIM ETF PRODUCTS TRUST1.5M shares0.23%2025-12-312026-01-26 VUG VANGUARD INDEX FDS90.9K shares-2.14%2025-12-312026-01-26 AMGN AMGEN INC134.1K shares21.69%2025-12-312026-01-26 FREL FIDELITY COVINGTON TRUST1.6M shares30.82%2025-12-312026-01-26 SEPZ ELEVATION SERIES TRUST1.0M shares-1.96%2025-12-312026-01-26 TUA SIMPLIFY EXCHANGE TRADED FUN1.9M shares-4.97%2025-12-312026-01-26 ATR APTARGROUP INC334.7K shares45.13%2025-12-312026-01-26 RTX RTX CORPORATION218.0K shares95.48%2025-12-312026-01-26 HD HOME DEPOT INC110.1K shares-14.59%2025-12-312026-01-26 SPGI S&P GLOBAL INC72.3K shares2.06%2025-12-312026-01-26 JANW AIM ETF PRODUCTS TRUST1.0M shares2.30%2025-12-312026-01-26 MO ALTRIA GROUP INC642.0K shares-2.85%2025-12-312026-01-26 PFE PFIZER INC1.5M shares17.45%2025-12-312026-01-26 AVSC AMERICAN CENTY ETF TR606.2K shares9.47%2025-12-312026-01-26 EGP EASTGROUP PPTYS INC198.9K shares30.64%2025-12-312026-01-26 SCHF SCHWAB STRATEGIC TR1.5M shares-13.69%2025-12-312026-01-26 AEP AMERICAN ELEC PWR CO INC304.8K shares75.06%2025-12-312026-01-26 R RYDER SYS INC179.2K shares27.17%2025-12-312026-01-26 ALLW SSGA ACTIVE TR1.2M shares44.27%2025-12-312026-01-26 CITIGROUP INC CITIGROUP INC287.8K shares-11.94%2025-12-312026-01-26 IBM INTERNATIONAL BUSINESS MACHS111.6K shares2.79%2025-12-312026-01-26 GGG GRACO INC398.3K shares32.69%2025-12-312026-01-26 MTUM ISHARES TR130.1K shares42.08%2025-12-312026-01-26 JULW AIM ETF PRODUCTS TRUST826.2K shares-1.52%2025-12-312026-01-26 ALPHABET INC ALPHABET INC101.7K shares8.93%2025-12-312026-01-26 SPTL SPDR SERIES TRUST1.2M shares4.62%2025-12-312026-01-26 IHDG WISDOMTREE TR644.7K shares61.91%2025-12-312026-01-26 XLC SELECT SECTOR SPDR TR265.6K shares6.81%2025-12-312026-01-26 THRO BLACKROCK ETF TRUST799.9K shares3.70%2025-12-312026-01-26 BAI BLACKROCK ETF TRUST924.9K shares7.29%2025-12-312026-01-26 VYM VANGUARD WHITEHALL FDS214.5K shares5.82%2025-12-312026-01-26 CMCSA COMCAST CORP NEW1.0M shares51.79%2025-12-312026-01-26 DFGP DIMENSIONAL ETF TRUST564.7K shares-0.17%2025-12-312026-01-26 DECW AIM ETF PRODUCTS TRUST887.2K shares-72.05%2025-12-312026-01-26 IWR ISHARES TR308.4K shares7.52%2025-12-312026-01-26 HBAN HUNTINGTON BANCSHARES INC1.7M shares1.90%2025-12-312026-01-26 DIS DISNEY WALT CO252.0K shares26.30%2025-12-312026-01-26 LEN LENNAR CORP278.2K shares1549.12%2025-12-312026-01-26 GLD SPDR GOLD TR71.7K shares1.15%2025-12-312026-01-26 EIX EDISON INTL473.0K shares-10.17%2025-12-312026-01-26 BK BANK NEW YORK MELLON CORP244.0K shares997.50%2025-12-312026-01-26 GLDM WORLD GOLD TR330.6K shares37.01%2025-12-312026-01-26 VTWO VANGUARD SCOTTSDALE FDS280.8K shares3.54%2025-12-312026-01-26 USB US BANCORP DEL522.7K shares4.43%2025-12-312026-01-26 BUCK SIMPLIFY EXCHANGE TRADED FUN1.2M shares12.64%2025-12-312026-01-26 TROW PRICE T ROWE GROUP INC269.3K shares3.56%2025-12-312026-01-26 QCOM QUALCOMM INC161.1K shares24.52%2025-12-312026-01-26 ICE INTERCONTINENTAL EXCHANGE IN170.0K shares-38.94%2025-12-312026-01-26 MS MORGAN STANLEY154.9K shares619.00%2025-12-312026-01-26 IUSB ISHARES TR588.6K shares22.02%2025-12-312026-01-26 PRU PRUDENTIAL FINL INC241.8K shares5.74%2025-12-312026-01-26 CDX SIMPLIFY EXCHANGE TRADED FUN1.2M shares16.76%2025-12-312026-01-26 DUHP DIMENSIONAL ETF TRUST705.1K shares-4.35%2025-12-312026-01-26 FGD FIRST TR EXCHANGE TRADED FD885.4K shares1.72%2025-12-312026-01-26 CTA SIMPLIFY EXCHANGE TRADED FUN977.5K shares9.78%2025-12-312026-01-26 F FORD MTR CO2.0M shares-1.95%2025-12-312026-01-26 SHLD GLOBAL X FDS403.3K shares2.91%2025-12-312026-01-26 WDIV SPDR INDEX SHS FDS344.8K shares2.36%2025-12-312026-01-26 DFAI DIMENSIONAL ETF TRUST674.1K shares-4.78%2025-12-312026-01-26 OMC OMNICOM GROUP INC315.5K shares8.72%2025-12-312026-01-26 DFAT DIMENSIONAL ETF TRUST427.4K shares-3.89%2025-12-312026-01-26 ICLO INVESCO ACTIVELY MANAGED EXC990.9K shares4.74%2025-12-312026-01-26 TFC TRUIST FINL CORP514.2K shares-0.04%2025-12-312026-01-26 DOV DOVER CORP127.8K sharesnew addition2025-12-312026-01-26 D DOMINION ENERGY INC423.6K shares4.32%2025-12-312026-01-26 IDEV ISHARES TR298.5K shares-1.30%2025-12-312026-01-26 CSX CSX CORP677.9K shares-8.29%2025-12-312026-01-26 IAUM ISHARES GOLD TR570.0K shares8.75%2025-12-312026-01-26 CFG CITIZENS FINL GROUP INC412.5K shares-1.07%2025-12-312026-01-26 CMBS ISHARES TR490.5K shares13.68%2025-12-312026-01-26 VLO VALERO ENERGY CORP143.1K shares-0.32%2025-12-312026-01-26 BALT INNOVATOR ETFS TRUST688.5K shares27.32%2025-12-312026-01-26 RF REGIONS FINANCIAL CORP NEW844.1K shares-0.11%2025-12-312026-01-26 KEY KEYCORP1.1M shares-18.14%2025-12-312026-01-26 CPB THE CAMPBELLS COMPANY807.3K shares2690.09%2025-12-312026-01-26 IEI ISHARES TR186.5K shares6.89%2025-12-312026-01-26 DFCF DIMENSIONAL ETF TRUST518.5K shares-1.58%2025-12-312026-01-26 BMY BRISTOL-MYERS SQUIBB CO401.0K shares31.62%2025-12-312026-01-26 CHD CHURCH & DWIGHT CO INC257.9K sharesnew addition2025-12-312026-01-26 ES EVERSOURCE ENERGY314.8K shares1.88%2025-12-312026-01-26 LINDE PLC LINDE PLC49.0K shares194.84%2025-12-312026-01-26 ADM ARCHER DANIELS MIDLAND CO363.3K shares-2.55%2025-12-312026-01-26 XLI SELECT SECTOR SPDR TR133.9K shares6.69%2025-12-312026-01-26 XLE SELECT SECTOR SPDR TR464.1K shares119.02%2025-12-312026-01-26 EMR EMERSON ELEC CO155.9K shares37.95%2025-12-312026-01-26 APH AMPHENOL CORP NEW152.8K shares1028.13%2025-12-312026-01-26 BINC BLACKROCK ETF TRUST II381.7K shares28.77%2025-12-312026-01-26 GPC GENUINE PARTS CO163.4K shares6.39%2025-12-312026-01-26 FLDR FIDELITY MERRIMACK STR TR399.5K shares17.49%2025-12-312026-01-26 KMB KIMBERLY-CLARK CORP197.1K shares22.78%2025-12-312026-01-26 TLT ISHARES TR228.1K shares14.94%2025-12-312026-01-26 DIV GLOBAL X FDS1.1M shares6.38%2025-12-312026-01-26 VTV VANGUARD INDEX FDS103.6K shares5.88%2025-12-312026-01-26 JPST J P MORGAN EXCHANGE TRADED F389.4K shares15.70%2025-12-312026-01-26 CVS CVS HEALTH CORP244.1K shares-5.08%2025-12-312026-01-26 UBER UBER TECHNOLOGIES INC233.0K shares-22.77%2025-12-312026-01-26 PEP PEPSICO INC132.5K shares-45.36%2025-12-312026-01-26 GIS GENERAL MLS INC404.7K shares16.96%2025-12-312026-01-26 MMC MARSH & MCLENNAN COS INC100.7K shares1507.67%2025-12-312026-01-26 EXC EXELON CORP422.3K shares-55.86%2025-12-312026-01-26 VTI VANGUARD INDEX FDS54.7K shares21.34%2025-12-312026-01-26 MNST MONSTER BEVERAGE CORP NEW238.2K shares16.13%2025-12-312026-01-26 ZTS ZOETIS INC144.5K shares71.32%2025-12-312026-01-26 XSVN BONDBLOXX ETF TRUST376.8K shares48.02%2025-12-312026-01-26 CMS CMS ENERGY CORP252.8K shares3.53%2025-12-312026-01-26 KKR & CO INC KKR & CO INC138.2K shares32.08%2025-12-312026-01-26 LAZARD INC LAZARD INC362.3K shares3.14%2025-12-312026-01-26 ETR ENTERGY CORP NEW190.3K shares653.82%2025-12-312026-01-26 DECZ ELEVATION SERIES TRUST434.7K shares0.27%2025-12-312026-01-26 UNH UNITEDHEALTH GROUP INC52.6K shares-56.06%2025-12-312026-01-26 AGEM ABRDN FDS452.0K sharesnew addition2025-12-312026-01-26 DON WISDOMTREE TR335.5K shares8.95%2025-12-312026-01-26 ORI OLD REP INTL CORP379.0K shares1.40%2025-12-312026-01-26 TPH TRI POINTE HOMES INC548.6K shares33.53%2025-12-312026-01-26 FE FIRSTENERGY CORP381.0K shares1.76%2025-12-312026-01-26 BSX BOSTON SCIENTIFIC CORP177.9K shares1146.73%2025-12-312026-01-26 XFIV BONDBLOXX ETF TRUST340.7K shares9.53%2025-12-312026-01-26 JSI JANUS DETROIT STR TR319.8K shares47.63%2025-12-312026-01-26 FITB FIFTH THIRD BANCORP353.0K shares1.42%2025-12-312026-01-26 MCO MOODYS CORP32.3K shares1498.32%2025-12-312026-01-26 SIXZ AIM ETF PRODUCTS TRUST555.0K sharesnew addition2025-12-312026-01-26 PPL PPL CORP468.7K shares2.43%2025-12-312026-01-26 LYB LYONDELLBASELL INDUSTRIES N376.4K shares13.27%2025-12-312026-01-26 DTE DTE ENERGY CO123.2K shares3.93%2025-12-312026-01-26 AGGH SIMPLIFY EXCHANGE TRADED FUN767.4K shares57.04%2025-12-312026-01-26 ANGL VANECK ETF TRUST538.2K shares4.59%2025-12-312026-01-26 PFG PRINCIPAL FINANCIAL GROUP IN178.6K shares4.66%2025-12-312026-01-26 OGE OGE ENERGY CORP366.8K shares2.88%2025-12-312026-01-26 NEE NEXTERA ENERGY INC189.7K shares14.48%2025-12-312026-01-26 ADBE ADOBE INC43.5K shares10.92%2025-12-312026-01-26 IGSB ISHARES TR285.4K shares2.90%2025-12-312026-01-26 XLG INVESCO EXCHANGE TRADED FD T253.6K shares26.37%2025-12-312026-01-26 SIVR ABRDN SILVER ETF TRUST221.5K shares37.25%2025-12-312026-01-26 SRE SEMPRA168.7K shares2478.19%2025-12-312026-01-26 OKE ONEOK INC NEW201.2K shares5.72%2025-12-312026-01-26 IP INTERNATIONAL PAPER CO374.9K shares12.80%2025-12-312026-01-26 RSG REPUBLIC SVCS INC68.5K shares1285.34%2025-12-312026-01-26 PEG PUBLIC SVC ENTERPRISE GRP IN180.8K shares5.19%2025-12-312026-01-26 VEA VANGUARD TAX-MANAGED FDS230.6K shares10.58%2025-12-312026-01-26 SW SMURFIT WESTROCK PLC369.7K shares9.09%2025-12-312026-01-26 XEL XCEL ENERGY INC193.5K shares639.15%2025-12-312026-01-26 CAG CONAGRA BRANDS INC822.4K shares14.21%2025-12-312026-01-26 PNW PINNACLE WEST CAP CORP159.6K shares4.76%2025-12-312026-01-26 CAT CATERPILLAR INC24.5K shares6.42%2025-12-312026-01-26 JEPI J P MORGAN EXCHANGE TRADED F243.7K shares36.61%2025-12-312026-01-26 CNAV COLLABORATIVE INVESTMNT SER448.2K shares-14.27%2025-12-312026-01-26 VGLT VANGUARD SCOTTSDALE FDS248.0K shares5.50%2025-12-312026-01-26 NBOS NEUBERGER BERMAN ETF TRUST501.5K shares3.88%2025-12-312026-01-26 HP INC HP INC610.0K shares6.45%2025-12-312026-01-26 SVOL SIMPLIFY EXCHANGE TRADED FUN764.4K shares-20.81%2025-12-312026-01-26 BBY BEST BUY INC195.1K shares4.61%2025-12-312026-01-26 IWP ISHARES TR95.2K shares6.69%2025-12-312026-01-26 FHLC FIDELITY COVINGTON TRUST173.8K shares4.77%2025-12-312026-01-26 CLOI VANECK ETF TRUST244.3K shares7.63%2025-12-312026-01-26 SWKS SKYWORKS SOLUTIONS INC203.3K shares5.07%2025-12-312026-01-26 IAGG ISHARES TR250.5K shares12.38%2025-12-312026-01-26 EDIV SPDR INDEX SHS FDS319.7K shares4.50%2025-12-312026-01-26 GEV GE VERNOVA INC19.0K shares3.39%2025-12-312026-01-26 QFLR INNOVATOR ETFS TRUST355.8K shares3.04%2025-12-312026-01-26 SCHD SCHWAB STRATEGIC TR444.2K shares40.58%2025-12-312026-01-26 CLOA BLACKROCK ETF TRUST II231.7K shares7.52%2025-12-312026-01-26 HIGH SIMPLIFY EXCHANGE TRADED FUN536.2K shares-36.61%2025-12-312026-01-26 VIG VANGUARD SPECIALIZED FUNDS53.2K shares20.02%2025-12-312026-01-26 SPTI SPDR SERIES TRUST403.1K shares864.94%2025-12-312026-01-26 CEG CONSTELLATION ENERGY CORP32.9K shares34.51%2025-12-312026-01-26 BNDX VANGUARD CHARLOTTE FDS239.7K shares11.34%2025-12-312026-01-26 XLB SELECT SECTOR SPDR TR253.3K shares116.92%2025-12-312026-01-26 SCHG SCHWAB STRATEGIC TR351.5K shares-2.65%2025-12-312026-01-26 XLRE SELECT SECTOR SPDR TR282.6K shares10.26%2025-12-312026-01-26 SBAR SIMPLIFY EXCHANGE TRADED FUN435.6K shares13.24%2025-12-312026-01-26 FOXY SIMPLIFY EXCHANGE TRADED FUN406.8K sharesnew addition2025-12-312026-01-26 AVLC AMERICAN CENTY ETF TR140.1K shares55.52%2025-12-312026-01-26 ADI ANALOG DEVICES INC40.4K shares-8.09%2025-12-312026-01-26 XTEN BONDBLOXX ETF TRUST235.0K shares-7.40%2025-12-312026-01-26 USMV ISHARES TR111.0K shares55.87%2025-12-312026-01-26 VGIT VANGUARD SCOTTSDALE FDS173.9K shares15.81%2025-12-312026-01-26 IDU ISHARES TR95.9K shares-0.02%2025-12-312026-01-26 SPBW AIM ETF PRODUCTS TRUST377.7K shares36.51%2025-12-312026-01-26 SPDW SPDR INDEX SHS FDS232.2K shares14.29%2025-12-312026-01-26 TXN TEXAS INSTRS INC59.1K shares-14.97%2025-12-312026-01-26 INTC INTEL CORP277.7K shares-57.72%2025-12-312026-01-26 KO COCA COLA CO146.5K shares25.49%2025-12-312026-01-26 SEIX VIRTUS ETF TR II432.9K shares15.52%2025-12-312026-01-26 JBBB JANUS DETROIT STR TR211.5K shares45.38%2025-12-312026-01-26 NEM NEWMONT CORP100.6K shares10.21%2025-12-312026-01-26 BUFR FIRST TR EXCHNG TRADED FD VI292.1K shares24.23%2025-12-312026-01-26 FIAX TIDAL TRUST II545.8K shares0.30%2025-12-312026-01-26 BSV VANGUARD BD INDEX FDS123.9K shares6.95%2025-12-312026-01-26 NI NISOURCE INC233.8K shares9.93%2025-12-312026-01-26 VBR VANGUARD INDEX FDS46.0K shares4.89%2025-12-312026-01-26 VGT VANGUARD WORLD FD12.8K shares30.69%2025-12-312026-01-26 ISRG INTUITIVE SURGICAL INC16.9K shares46.07%2025-12-312026-01-26 EBAY EBAY INC.108.3K shares6.81%2025-12-312026-01-26 DFIV DIMENSIONAL ETF TRUST185.7K shares-6.93%2025-12-312026-01-26 VUSB VANGUARD BD INDEX FDS185.7K shares-3.29%2025-12-312026-01-26 XME SPDR SERIES TRUST89.0K shares21.21%2025-12-312026-01-26 DFAE DIMENSIONAL ETF TRUST282.2K shares-6.13%2025-12-312026-01-26 DFEV DIMENSIONAL ETF TRUST271.3K shares-5.82%2025-12-312026-01-26 CINF CINCINNATI FINL CORP55.3K shares8.44%2025-12-312026-01-26 IYW ISHARES TR44.8K shares-7.32%2025-12-312026-01-26 IEF ISHARES TR92.9K shares85.51%2025-12-312026-01-26 ABT ABBOTT LABS70.5K shares7.69%2025-12-312026-01-26 WTV WISDOMTREE TR93.3K shares5.40%2025-12-312026-01-26 FTI TECHNIPFMC PLC194.9K shares6.15%2025-12-312026-01-26 CHRW C H ROBINSON WORLDWIDE INC53.7K shares1.57%2025-12-312026-01-26 FNCL FIDELITY COVINGTON TRUST110.5K shares7.81%2025-12-312026-01-26 DIHP DIMENSIONAL ETF TRUST270.7K shares-4.86%2025-12-312026-01-26 FCX FREEPORT-MCMORAN INC167.6K shares632.12%2025-12-312026-01-26 SCHZ SCHWAB STRATEGIC TR364.0K shares-10.61%2025-12-312026-01-26 SPMO INVESCO EXCH TRADED FD TR II71.2K shares31.78%2025-12-312026-01-26 UNP UNION PAC CORP36.7K shares31.20%2025-12-312026-01-26 CENCORA INC CENCORA INC24.7K shares5.88%2025-12-312026-01-26 IWF ISHARES TR17.6K shares13.67%2025-12-312026-01-26 PH PARKER-HANNIFIN CORP9.4K shares-24.09%2025-12-312026-01-26 DDLS WISDOMTREE TR191.8K shares57.46%2025-12-312026-01-26 MAS MASCO CORP129.6K shares11.65%2025-12-312026-01-26 XLSR SSGA ACTIVE TR131.8K shares3.70%2025-12-312026-01-26 SMH VANECK ETF TRUST22.7K shares-51.06%2025-12-312026-01-26 APP APPLOVIN CORP12.1K shares107.10%2025-12-312026-01-26 VOE VANGUARD INDEX FDS45.6K shares7.91%2025-12-312026-01-26 TWOX ISHARES TR287.2K shares3714.45%2025-12-312026-01-26 BIL SPDR SERIES TRUST88.1K shares1.39%2025-12-312026-01-26 TMUS T-MOBILE US INC39.2K shares11.60%2025-12-312026-01-26 FSTA FIDELITY COVINGTON TRUST160.5K shares13.87%2025-12-312026-01-26 JAJL INNOVATOR ETFS TRUST269.3K shares-4.05%2025-12-312026-01-26 FDLO FIDELITY COVINGTON TRUST117.2K shares37.17%2025-12-312026-01-26 LDOS LEIDOS HOLDINGS INC43.3K shares2.28%2025-12-312026-01-26 FNF FIDELITY NATIONAL FINANCIAL142.5K shares5.33%2025-12-312026-01-26 DIA SPDR DOW JONES INDL AVERAGE15.9K shares20.86%2025-12-312026-01-26 GDX VANECK ETF TRUST88.1K shares-47.01%2025-12-312026-01-26 HSCZ ISHARES TR193.8K shares62.69%2025-12-312026-01-26 STT STATE STR CORP58.2K shares2.08%2025-12-312026-01-26 AGG ISHARES TR75.1K shares9.55%2025-12-312026-01-26 ONEQ FIDELITY COMWLTH TR82.0K shares7.55%2025-12-312026-01-26 FCOM FIDELITY COVINGTON TRUST100.8K shares6.34%2025-12-312026-01-26 CRWD CROWDSTRIKE HLDGS INC15.7K shares-18.92%2025-12-312026-01-26 SPHY SPDR SERIES TRUST309.1K shares23.60%2025-12-312026-01-26 KLAC KLA CORP5.9K shares84.37%2025-12-312026-01-26 SCHX SCHWAB STRATEGIC TR267.9K shares185.16%2025-12-312026-01-26 SFLR INNOVATOR ETFS TRUST194.7K shares3.51%2025-12-312026-01-26 SHOP SHOPIFY INC44.6K shares113.95%2025-12-312026-01-26 PANW PALO ALTO NETWORKS INC38.9K shares-1.47%2025-12-312026-01-26 GILD GILEAD SCIENCES INC58.3K shares32.98%2025-12-312026-01-26 SPD SIMPLIFY EXCHANGE TRADED FUN182.3K shares-1.44%2025-12-312026-01-26 AVMC AMERICAN CENTY ETF TR99.9K shares35.37%2025-12-312026-01-26 RDVY FIRST TR EXCHANGE TRADED FD101.5K shares8.61%2025-12-312026-01-26 SCHW SCHWAB CHARLES CORP70.4K shares-29.43%2025-12-312026-01-26 XTRE BONDBLOXX ETF TRUST136.1K shares18.70%2025-12-312026-01-26 VFH VANGUARD WORLD FD49.3K shares8.59%2025-12-312026-01-26 IYZ ISHARES TR193.1K shares-2.57%2025-12-312026-01-26 HON HONEYWELL INTL INC33.2K shares-72.81%2025-12-312026-01-26 EMB ISHARES TR66.2K shares9.40%2025-12-312026-01-26 MGK VANGUARD WORLD FD15.0K shares27.59%2025-12-312026-01-26 SO SOUTHERN CO70.3K shares1.81%2025-12-312026-01-26 FTSM FIRST TR EXCHANGE-TRADED FD102.1K shares25.50%2025-12-312026-01-26 FTA FIRST TR EXCHANGE-TRADED ALP70.7K shares3.30%2025-12-312026-01-26 IXP ISHARES TR50.2K shares10.59%2025-12-312026-01-26 SYY SYSCO CORP82.4K shares3.53%2025-12-312026-01-26 VRSN VERISIGN INC24.9K shares10.41%2025-12-312026-01-26 AXP AMERICAN EXPRESS CO16.2K shares6.29%2025-12-312026-01-26 IYH ISHARES TR91.9K shares9109.82%2025-12-312026-01-26 ADP AUTOMATIC DATA PROCESSING IN23.2K shares10.84%2025-12-312026-01-26 IWM ISHARES TR24.1K shares18.38%2025-12-312026-01-26 CTAS CINTAS CORP31.6K shares-15.09%2025-12-312026-01-26 IBIT ISHARES BITCOIN TRUST ETF119.5K shares11.99%2025-12-312026-01-26 GAEM SIMPLIFY EXCHANGE TRADED FUN218.3K shares15.43%2025-12-312026-01-26 BTAL AGF INVTS TR402.9K shares79.76%2025-12-312026-01-26 COP CONOCOPHILLIPS60.0K shares-42.01%2025-12-312026-01-26 NDAQ NASDAQ INC57.1K shares2.30%2025-12-312026-01-26 SPYC SIMPLIFY EXCHANGE TRADED FUN129.3K shares11.60%2025-12-312026-01-26 DFAC DIMENSIONAL ETF TRUST139.2K shares17.08%2025-12-312026-01-26 AMT AMERICAN TOWER CORP NEW31.3K shares30.35%2025-12-312026-01-26 FNDX SCHWAB STRATEGIC TR201.5K shares9.19%2025-12-312026-01-26 JEPQ J P MORGAN EXCHANGE TRADED F93.8K shares188.95%2025-12-312026-01-26 AVEM AMERICAN CENTY ETF TR70.1K shares94.03%2025-12-312026-01-26 UPS UNITED PARCEL SERVICE INC53.8K shares9.04%2025-12-312026-01-26 VO VANGUARD INDEX FDS18.3K shares38.80%2025-12-312026-01-26 MCK MCKESSON CORP6.4K shares5.80%2025-12-312026-01-26 L LOEWS CORP49.5K sharesnew addition2025-12-312026-01-26 FLOT ISHARES TR102.0K shares-18.85%2025-12-312026-01-26 SLV ISHARES SILVER TR79.7K shares22.15%2025-12-312026-01-26 VWO VANGUARD INTL EQUITY INDEX F94.1K shares12.64%2025-12-312026-01-26 CDNS CADENCE DESIGN SYSTEM INC16.1K shares37.52%2025-12-312026-01-26 SPEM SPDR INDEX SHS FDS107.4K shares7.25%2025-12-312026-01-26 CEF SPROTT ASSET MANAGEMENT LP109.7K shares28.90%2025-12-312026-01-26 QQQM INVESCO EXCH TRADED FD TR II19.8K shares69.85%2025-12-312026-01-26 RWL INVESCO EXCH TRADED FD TR II43.8K shares10.66%2025-12-312026-01-26 SPYD SPDR SERIES TRUST115.4K shares10.15%2025-12-312026-01-26 INTU INTUIT7.5K shares-13.48%2025-12-312026-01-26 IDXX IDEXX LABS INC7.3K shares3.44%2025-12-312026-01-26 MAT MATTEL INC249.4K sharesnew addition2025-12-312026-01-26 SPAB SPDR SERIES TRUST191.2K shares0.41%2025-12-312026-01-26 QGRO AMERICAN CENTY ETF TR42.9K shares53.14%2025-12-312026-01-26 TJX TJX COS INC NEW31.8K shares-86.11%2025-12-312026-01-26 XLK SELECT SECTOR SPDR TR33.8K shares168.94%2025-12-312026-01-26 PSQA PALMER SQUARE FUNDS TRUST236.5K sharesnew addition2025-12-312026-01-26 CMI CUMMINS INC9.3K shares-41.56%2025-12-312026-01-26 FVD FIRST TR EXCHANGE-TRADED FD102.9K shares1.05%2025-12-312026-01-26 ZSEP INNOVATOR ETFS TRUST176.7K shares-1.57%2025-12-312026-01-26 MET METLIFE INC59.3K shares18.74%2025-12-312026-01-26 VCR VANGUARD WORLD FD11.8K shares21.58%2025-12-312026-01-26 NKE NIKE INC73.1K shares-73.43%2025-12-312026-01-26 ARCC ARES CAPITAL CORP230.0K shares18.02%2025-12-312026-01-26 MDLZ MONDELEZ INTL INC85.7K shares6.29%2025-12-312026-01-26 TYA SIMPLIFY EXCHANGE TRADED FUN341.0K shares-49.91%2025-12-312026-01-26 JBND J P MORGAN EXCHANGE TRADED F83.8K shares60.98%2025-12-312026-01-26 LOW LOWES COS INC18.8K shares8.87%2025-12-312026-01-26 IXUS ISHARES TR53.2K shares8.64%2025-12-312026-01-26 MANH MANHATTAN ASSOCIATES INC26.0K shares11.97%2025-12-312026-01-26 IUSG ISHARES TR26.7K shares676.88%2025-12-312026-01-26 SPSM SPDR SERIES TRUST95.7K shares-9.97%2025-12-312026-01-26 PAYX PAYCHEX INC39.8K shares227.81%2025-12-312026-01-26 IJH ISHARES TR67.7K shares37.79%2025-12-312026-01-26 FTCB FIRST TR EXCHANGE-TRADED FD210.5K shares14.91%2025-12-312026-01-26 SBUX STARBUCKS CORP53.0K shares-3.69%2025-12-312026-01-26 OCTZ ELEVATION SERIES TRUST104.9K shares9701.21%2025-12-312026-01-26 KIM KIMCO RLTY CORP219.9K shares3.25%2025-12-312026-01-26 FTCS FIRST TR EXCHANGE-TRADED FD48.1K shares-3.21%2025-12-312026-01-26 VST VISTRA CORP27.3K shares-68.79%2025-12-312026-01-26 BWXT BWX TECHNOLOGIES INC25.4K shares769.10%2025-12-312026-01-26 ORLY OREILLY AUTOMOTIVE INC47.9K shares192.46%2025-12-312026-01-26 WDAY WORKDAY INC20.3K shares22.67%2025-12-312026-01-26 SPUC SIMPLIFY EXCHANGE TRADED FUN93.1K shares7426.76%2025-12-312026-01-26 SJM SMUCKER J M CO44.1K shares10.85%2025-12-312026-01-26 AVLV AMERICAN CENTY ETF TR56.5K shares44.91%2025-12-312026-01-26 SOXY TIDAL TRUST II71.9K sharesnew addition2025-12-312026-01-26 TSM TAIWAN SEMICONDUCTOR MFG LTD13.9K shares5.88%2025-12-312026-01-26 REGN REGENERON PHARMACEUTICALS5.5K shares36.71%2025-12-312026-01-26 NVBU AIM ETF PRODUCTS TRUST145.2K shares-0.73%2025-12-312026-01-26 OCTU AIM ETF PRODUCTS TRUST147.4K shares-0.78%2025-12-312026-01-26 JCPI J P MORGAN EXCHANGE TRADED F86.6K shares69.12%2025-12-312026-01-26 JPLD J P MORGAN EXCHANGE TRADED F79.0K shares2820.33%2025-12-312026-01-26 IGOV ISHARES TR97.6K shares22.02%2025-12-312026-01-26 FLV AMERICAN CENTY ETF TR53.5K shares50.67%2025-12-312026-01-26 PCAR PACCAR INC36.9K shares-6.70%2025-12-312026-01-26 HARD SIMPLIFY EXCHANGE TRADED FUN136.1K shares5711.40%2025-12-312026-01-26 VB VANGUARD INDEX FDS15.6K shares17.47%2025-12-312026-01-26 EL LAUDER ESTEE COS INC38.4K shares-1.62%2025-12-312026-01-26 HOOD ROBINHOOD MKTS INC35.4K shares-48.87%2025-12-312026-01-26 EMHY ISHARES INC96.6K shares4.38%2025-12-312026-01-26 YMAG TIDAL TRUST II273.4K shares8.49%2025-12-312026-01-26 PSTP INNOVATOR ETFS TRUST109.9K shares71.06%2025-12-312026-01-26 SPMD SPDR SERIES TRUST66.6K shares5.57%2025-12-312026-01-26 DE DEERE & CO8.2K shares10.60%2025-12-312026-01-26 HYEM VANECK ETF TRUST191.5K shares4.51%2025-12-312026-01-26 DFAR DIMENSIONAL ETF TRUST164.1K shares-2.51%2025-12-312026-01-26 WM WASTE MGMT INC DEL16.6K shares24.30%2025-12-312026-01-26 DHR DANAHER CORPORATION15.5K shares25.11%2025-12-312026-01-26 ASML ASML HOLDING N V3.3K shares14.89%2025-12-312026-01-26 BJ BJS WHSL CLUB HLDGS INC38.6K shares15.41%2025-12-312026-01-26 VXUS VANGUARD STAR FDS45.8K shares19.94%2025-12-312026-01-26 BA BOEING CO15.9K shares-0.51%2025-12-312026-01-26 SNPS SYNOPSYS INC7.3K shares5.70%2025-12-312026-01-26 IJR ISHARES TR28.5K shares-1.42%2025-12-312026-01-26 TDIV FIRST TR EXCHANGE TRADED FD35.3K shares-5.07%2025-12-312026-01-26 PTL NORTHERN LTS FD TR IV13.7K shares64.79%2025-12-312026-01-26 AIOO AIM ETF PRODUCTS TRUST131.9K shares-1.76%2025-12-312026-01-26 LTPZ PIMCO ETF TR65.5K shares-1.81%2025-12-312026-01-26 AWK AMERICAN WTR WKS CO INC NEW25.9K shares9.52%2025-12-312026-01-26 XMMO INVESCO EXCHANGE TRADED FD T24.4K shares7.77%2025-12-312026-01-26 FENY FIDELITY COVINGTON TRUST136.2K shares13.91%2025-12-312026-01-26 LMT LOCKHEED MARTIN CORP6.9K shares11.63%2025-12-312026-01-26 FDN FIRST TR EXCHANGE-TRADED FD12.4K shares-5.08%2025-12-312026-01-26 DGRO ISHARES TR48.1K shares48.83%2025-12-312026-01-26 NSC NORFOLK SOUTHN CORP11.4K shares7.49%2025-12-312026-01-26 PNC PNC FINL SVCS GROUP INC15.7K shares5.40%2025-12-312026-01-26 ITOT ISHARES TR21.9K shares1.10%2025-12-312026-01-26 XTWY BONDBLOXX ETF TRUST85.6K shares63.35%2025-12-312026-01-26 MBND SSGA ACTIVE TR118.2K shares-0.66%2025-12-312026-01-26 SPTM SPDR SERIES TRUST39.0K shares-4.16%2025-12-312026-01-26 MSTR STRATEGY INC21.1K shares626.83%2025-12-312026-01-26 FTGS FIRST TR EXCHANGE-TRADED FD90.1K shares0.94%2025-12-312026-01-26 KHC KRAFT HEINZ CO130.7K shares9.18%2025-12-312026-01-26 QTEC FIRST TR EXCHANGE-TRADED FD13.8K shares-5.46%2025-12-312026-01-26 MMM 3M CO19.7K shares-66.18%2025-12-312026-01-26 PFEB INNOVATOR ETFS TRUST77.5K shares-14.06%2025-12-312026-01-26 CBRE CBRE GROUP INC19.5K shares8.90%2025-12-312026-01-26 QLTA ISHARES TR65.2K shares7.23%2025-12-312026-01-26 CWEN CLEARWAY ENERGY INC94.1K shares2.07%2025-12-312026-01-26 RSMV LISTED FDS TR114.2K shares-8.66%2025-12-312026-01-26 IWD ISHARES TR14.8K shares30.98%2025-12-312026-01-26 NOW SERVICENOW INC20.3K shares432.21%2025-12-312026-01-26 SPBX AIM ETF PRODUCTS TRUST113.0K shares70.05%2025-12-312026-01-26 SNAV COLLABORATIVE INVESTMNT SER88.7K shares-14.22%2025-12-312026-01-26 NHC NATIONAL HEALTHCARE CORP22.3K shares-0.38%2025-12-312026-01-26 AVDE AMERICAN CENTY ETF TR37.0K shares-22.86%2025-12-312026-01-26 TMO THERMO FISHER SCIENTIFIC INC5.3K shares-92.38%2025-12-312026-01-26 BIV VANGUARD BD INDEX FDS38.7K shares23.94%2025-12-312026-01-26 SDIV GLOBAL X FDS124.9K shares517.21%2025-12-312026-01-26 SHW SHERWIN WILLIAMS CO9.2K shares4.58%2025-12-312026-01-26 FDT FIRST TR EXCH TRD ALPHDX FD37.4K shares-8.92%2025-12-312026-01-26 PZA INVESCO EXCH TRADED FD TR II127.7K shares76.30%2025-12-312026-01-26 Call Option Holdings
No call option holdings data available
Put Option Holdings
SPY Put PutSPDR S&P 500 ETF TR400 sharesnew addition2025-12-312026-01-26