The Analysis of Allen Capital Group, LLC's Holdings


Currently, Allen Capital Group, LLC holds 272 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in N/A (+80.6K shares, valued at $5.3M), UITB (+86.4K shares, valued at $4.1M), USFR (+70.2K shares, valued at $3.5M); decreased their positions in N/A (-123.2K shares, valued at $5.1M), ZHDG (-91.5K shares, valued at $2.1M), SPYM (-19.3K shares, valued at $1.5M); initiated new positions in N/A (+80.6K shares, valued at $5.3M), N/A (+12.1K shares, valued at $793.1K), TXN (+3.5K shares, valued at $612.8K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SPYM SPDR SERIES TRUST888.3K shares-2.13%2025-12-312026-02-09history
JCPB J P MORGAN EXCHANGE TRADED F1.2M shares5.41%2025-12-312026-02-09history
UITB VICTORY PORTFOLIOS II1.0M shares9.16%2025-12-312026-02-09history
IQLT ISHARES TR1.0M shares-0.69%2025-12-312026-02-09history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL90.2K shares-2.33%2025-12-312026-02-09history
DSTL ETF SER SOLUTIONS550.8K shares-1.08%2025-12-312026-02-09history
AAPL APPLE INC109.6K shares3.47%2025-12-312026-02-09history
DFAT DIMENSIONAL ETF TRUST408.8K shares2.44%2025-12-312026-02-09history
Sponsored
JAAA JANUS DETROIT STR TR389.1K shares5.82%2025-12-312026-02-09history
SPEM SPDR INDEX SHS FDS410.7K shares0.64%2025-12-312026-02-09history
ETFS GOLD TR ETFS GOLD TR464.2K shares-20.97%2025-12-312026-02-09history
PYLD PIMCO ETF TR707.6K shares9.42%2025-12-312026-02-09history
SPSM SPDR SERIES TRUST397.9K shares1.18%2025-12-312026-02-09history
VFLO VICTORY PORTFOLIOS II425.0K shares1.77%2025-12-312026-02-09history
ALPHABET INC ALPHABET INC53.2K shares1.89%2025-12-312026-02-09history
AVEM AMERICAN CENTY ETF TR212.6K shares3.75%2025-12-312026-02-09history
Sponsored
JPST J P MORGAN EXCHANGE TRADED F308.6K shares22.61%2025-12-312026-02-09history
SCHP SCHWAB STRATEGIC TR582.9K shares4.78%2025-12-312026-02-09history
MSFT MICROSOFT CORP31.7K shares5.38%2025-12-312026-02-09history
JPM JPMORGAN CHASE & CO.46.1K shares2.47%2025-12-312026-02-09history
NVDA NVIDIA CORPORATION77.8K shares3.30%2025-12-312026-02-09history
SCHX SCHWAB STRATEGIC TR511.5K shares-1.23%2025-12-312026-02-09history
TSM TAIWAN SEMICONDUCTOR MFG LTD45.0K shares0.48%2025-12-312026-02-09history
JEPI J P MORGAN EXCHANGE TRADED F238.2K shares-1.28%2025-12-312026-02-09history
Sponsored
USFR WISDOMTREE TR266.3K shares35.79%2025-12-312026-02-09history
JMBS JANUS DETROIT STR TR273.9K shares8.18%2025-12-312026-02-09history
BOXX EA SERIES TRUST103.6K shares15.93%2025-12-312026-02-09history
AMZN AMAZON COM INC48.1K shares9.01%2025-12-312026-02-09history
SCHW SCHWAB CHARLES CORP108.3K shares2.94%2025-12-312026-02-09history
META META PLATFORMS INC15.1K shares4.81%2025-12-312026-02-09history
HD HOME DEPOT INC25.8K shares5.28%2025-12-312026-02-09history
BLACKSTONE INC BLACKSTONE INC57.4K shares-1.84%2025-12-312026-02-09history
Sponsored
KMI KINDER MORGAN INC DEL280.5K shares2.33%2025-12-312026-02-09history
CVX CHEVRON CORP NEW49.9K shares1.12%2025-12-312026-02-09history
KLAC KLA CORP6.1K shares1.76%2025-12-312026-02-09history
IVV ISHARES TR10.3K shares-1.68%2025-12-312026-02-09history
UNH UNITEDHEALTH GROUP INC20.8K shares10.36%2025-12-312026-02-09history
GPC GENUINE PARTS CO54.9K shares0.86%2025-12-312026-02-09history
DE DEERE & CO14.1K shares2.86%2025-12-312026-02-09history
VYM VANGUARD WHITEHALL FDS44.0K shares-3.16%2025-12-312026-02-09history
Sponsored
PEP PEPSICO INC43.4K shares0.96%2025-12-312026-02-09history
DWX SPDR INDEX SHS FDS139.2K shares-2.10%2025-12-312026-02-09history
ZHDG TIDAL TRUST I268.3K shares-25.44%2025-12-312026-02-09history
MOAT VANECK ETF TRUST58.3K shares-4.84%2025-12-312026-02-09history
SCHD SCHWAB STRATEGIC TR216.4K shares12.52%2025-12-312026-02-09history
SCHF SCHWAB STRATEGIC TR235.1K shares7.65%2025-12-312026-02-09history
VZ VERIZON COMMUNICATIONS INC136.0K shares1.87%2025-12-312026-02-09history
JNJ JOHNSON & JOHNSON26.4K shares2.37%2025-12-312026-02-09history
Sponsored
BRK.A BERKSHIRE HATHAWAY INC DEL7 shares0.00%2025-12-312026-02-09history
UNILEVER PLC UNILEVER PLC80.6K sharesnew addition2025-12-312026-02-09history
FBND FIDELITY MERRIMACK STR TR108.7K shares-5.34%2025-12-312026-02-09history
INTU INTUIT7.4K shares4.13%2025-12-312026-02-09history
PFE PFIZER INC196.2K shares5.19%2025-12-312026-02-09history
SNOW SNOWFLAKE INC22.3K shares0.88%2025-12-312026-02-09history
ELV ELEVANCE HEALTH INC FORMERLY13.8K shares3.95%2025-12-312026-02-09history
ZTS ZOETIS INC38.2K shares35.03%2025-12-312026-02-09history
Sponsored
AEP AMERICAN ELEC PWR CO INC39.3K shares0.80%2025-12-312026-02-09history
BR BROADRIDGE FINL SOLUTIONS IN20.1K shares4.53%2025-12-312026-02-09history
ULTA ULTA BEAUTY INC7.2K shares2.23%2025-12-312026-02-09history
TSCO TRACTOR SUPPLY CO85.6K shares5.16%2025-12-312026-02-09history
ASML ASML HOLDING N V4.0K shares1.67%2025-12-312026-02-09history
RSPF INVESCO EXCHANGE TRADED FD T51.9K shares-1.14%2025-12-312026-02-09history
GBIL GOLDMAN SACHS ETF TR39.4K shares0.74%2025-12-312026-02-09history
NOBL PROSHARES TR37.3K shares-7.21%2025-12-312026-02-09history
Sponsored
NKE NIKE INC58.3K shares6.47%2025-12-312026-02-09history
VEEV VEEVA SYS INC16.6K shares5.90%2025-12-312026-02-09history
BROADCOM INC BROADCOM INC10.2K shares16.21%2025-12-312026-02-09history
FNDE SCHWAB STRATEGIC TR95.6K shares-1.93%2025-12-312026-02-09history
JMTG J P MORGAN EXCHANGE TRADED F67.1K shares-3.52%2025-12-312026-02-09history
ALPS ETF TR ALPS ETF TR72.6K shares2.24%2025-12-312026-02-09history
SCHV SCHWAB STRATEGIC TR113.8K shares9.37%2025-12-312026-02-09history
BKNG BOOKING HOLDINGS INC628 shares4.49%2025-12-312026-02-09history
Sponsored
OKE ONEOK INC NEW44.7K shares64.95%2025-12-312026-02-09history
CPRT COPART INC81.4K shares20.44%2025-12-312026-02-09history
APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC21.9K shares6.47%2025-12-312026-02-09history
SCHG SCHWAB STRATEGIC TR96.9K shares8.05%2025-12-312026-02-09history
TSLA TESLA INC6.9K shares5.94%2025-12-312026-02-09history
STANLEY BLACK & DECKER INC STANLEY BLACK & DECKER INC41.4K shares1.06%2025-12-312026-02-09history
XOM EXXON MOBIL CORP25.1K shares2.24%2025-12-312026-02-09history
DLN WISDOMTREE TR33.7K shares-10.39%2025-12-312026-02-09history
Sponsored
NVO NOVO-NORDISK A S57.5K shares-1.41%2025-12-312026-02-09history
RSPT INVESCO EXCHANGE TRADED FD T64.2K shares-3.17%2025-12-312026-02-09history
WDAY WORKDAY INC13.6K shares2.62%2025-12-312026-02-09history
PYPL PAYPAL HLDGS INC43.6K shares5.75%2025-12-312026-02-09history
BINC BLACKROCK ETF TRUST II48.2K shares-22.64%2025-12-312026-02-09history
ADBE ADOBE INC7.2K shares4.50%2025-12-312026-02-09history
VEA VANGUARD TAX-MANAGED FDS39.9K shares0.23%2025-12-312026-02-09history
ALPHABET INC ALPHABET INC7.7K shares12.53%2025-12-312026-02-09history
Sponsored
SPIP SPDR SERIES TRUST89.8K shares2.57%2025-12-312026-02-09history
CAT CATERPILLAR INC4.0K shares-2.29%2025-12-312026-02-09history
SCHA SCHWAB STRATEGIC TR79.7K shares7.25%2025-12-312026-02-09history
SCHE SCHWAB STRATEGIC TR68.8K shares8.36%2025-12-312026-02-09history
WMT WALMART INC19.6K shares1.59%2025-12-312026-02-09history
SO SOUTHERN CO24.5K shares-16.37%2025-12-312026-02-09history
FRDM EA SERIES TRUST41.5K shares22.56%2025-12-312026-02-09history
LLY ELI LILLY & CO1.9K shares31.99%2025-12-312026-02-09history
Sponsored
CLOI VANECK ETF TRUST38.4K shares4.58%2025-12-312026-02-09history
BAC BANK AMERICA CORP34.4K shares3.31%2025-12-312026-02-09history
FBCG FIDELITY COVINGTON TRUST30.6K shares2.83%2025-12-312026-02-09history
UNP UNION PAC CORP7.3K shares4.86%2025-12-312026-02-09history
IBM INTERNATIONAL BUSINESS MACHS5.3K shares4.50%2025-12-312026-02-09history
VTEB VANGUARD MUN BD FDS30.8K shares21.30%2025-12-312026-02-09history
VWO VANGUARD INTL EQUITY INDEX F28.2K shares0.97%2025-12-312026-02-09history
QUAL ISHARES TR7.5K shares0.00%2025-12-312026-02-09history
Sponsored
DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW12.4K shares-1.08%2025-12-312026-02-09history
FHN FIRST HORIZON CORPORATION59.8K shares-1.79%2025-12-312026-02-09history
CRWD CROWDSTRIKE HLDGS INC3.0K shares0.23%2025-12-312026-02-09history
GNR SPDR INDEX SHS FDS22.6K shares-0.75%2025-12-312026-02-09history
IBD NORTHERN LTS FD TR IV58.1K shares33.11%2025-12-312026-02-09history
FLV AMERICAN CENTY ETF TR17.9K shares0.19%2025-12-312026-02-09history
IJR ISHARES TR11.2K shares-5.29%2025-12-312026-02-09history
CSCO CISCO SYS INC17.0K shares1.15%2025-12-312026-02-09history
Sponsored
ITA ISHARES TR5.9K shares3.30%2025-12-312026-02-09history
TDIV FIRST TR EXCHANGE TRADED FD13.1K shares-2.55%2025-12-312026-02-09history
V VISA INC3.6K shares4.62%2025-12-312026-02-09history
INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T26.7K shares-1.54%2025-12-312026-02-09history
ED CONSOLIDATED EDISON INC12.5K shares-0.18%2025-12-312026-02-09history
GLD SPDR GOLD TR3.0K shares13.99%2025-12-312026-02-09history
MU MICRON TECHNOLOGY INC4.2K shares-8.81%2025-12-312026-02-09history
NEE NEXTERA ENERGY INC14.7K shares1.49%2025-12-312026-02-09history
Sponsored
MUB ISHARES TR11.0K shares-3.60%2025-12-312026-02-09history
SPEU SPDR INDEX SHS FDS22.3K shares-0.45%2025-12-312026-02-09history
HELO J P MORGAN EXCHANGE TRADED F17.1K shares8.16%2025-12-312026-02-09history
O REALTY INCOME CORP19.9K shares19.16%2025-12-312026-02-09history
VUG VANGUARD INDEX FDS2.3K shares2.41%2025-12-312026-02-09history
PG PROCTER AND GAMBLE CO7.4K shares2.30%2025-12-312026-02-09history
MERCK & CO INC MERCK & CO INC10.0K shares-2.45%2025-12-312026-02-09history
IGV ISHARES TR9.6K shares-2.40%2025-12-312026-02-09history
Sponsored
JMST J P MORGAN EXCHANGE TRADED F19.8K shares39.83%2025-12-312026-02-09history
IJH ISHARES TR15.2K shares-2.78%2025-12-312026-02-09history
SPTS SPDR SERIES TRUST33.9K shares-36.91%2025-12-312026-02-09history
COST COSTCO WHSL CORP NEW1.1K shares79.87%2025-12-312026-02-09history
MA MASTERCARD INCORPORATED1.7K shares5.61%2025-12-312026-02-09history
LMT LOCKHEED MARTIN CORP2.0K shares-1.16%2025-12-312026-02-09history
MCD MCDONALDS CORP3.1K shares-1.76%2025-12-312026-02-09history
SPDW SPDR INDEX SHS FDS20.7K shares-0.13%2025-12-312026-02-09history
Sponsored
PSLV SPROTT ASSET MANAGEMENT LP36.0K shares176.35%2025-12-312026-02-09history
PAYX PAYCHEX INC7.4K shares3.21%2025-12-312026-02-09history
FIXD FIRST TR EXCHNG TRADED FD VI18.3K shares-8.03%2025-12-312026-02-09history
RTX RTX CORPORATION4.4K shares2.58%2025-12-312026-02-09history
FSCO FS CREDIT OPPORTUNITIES CORP127.6K shares-1.28%2025-12-312026-02-09history
PSX PHILLIPS 666.2K shares0.00%2025-12-312026-02-09history
MS MORGAN STANLEY4.5K shares3.36%2025-12-312026-02-09history
PLTR PALANTIR TECHNOLOGIES INC4.5K shares8.07%2025-12-312026-02-09history
Sponsored
IUSG ISHARES TR4.7K shares-14.55%2025-12-312026-02-09history
PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO12.1K sharesnew addition2025-12-312026-02-09history
EPD ENTERPRISE PRODS PARTNERS L24.7K shares1.69%2025-12-312026-02-09history
ORCL ORACLE CORP4.1K shares23.96%2025-12-312026-02-09history
NOC NORTHROP GRUMMAN CORP1.4K shares0.51%2025-12-312026-02-09history
ABBV ABBVIE INC3.4K shares6.35%2025-12-312026-02-09history
XYL XYLEM INC5.6K shares-32.79%2025-12-312026-02-09history
IEMG ISHARES INC11.1K shares-8.84%2025-12-312026-02-09history
Sponsored
GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.2K shares6.09%2025-12-312026-02-09history
PANW PALO ALTO NETWORKS INC4.0K shares-7.51%2025-12-312026-02-09history
ISRG INTUITIVE SURGICAL INC1.3K shares15.26%2025-12-312026-02-09history
BSCR INVESCO EXCH TRD SLF IDX FD35.4K shares5.40%2025-12-312026-02-09history
DGRW WISDOMTREE TR7.8K shares-0.04%2025-12-312026-02-09history
BSCS INVESCO EXCH TRD SLF IDX FD33.9K shares5.01%2025-12-312026-02-09history
PM PHILIP MORRIS INTL INC4.3K shares-7.28%2025-12-312026-02-09history
DGRO ISHARES TR9.8K shares0.00%2025-12-312026-02-09history
Sponsored
GS GOLDMAN SACHS GROUP INC768 shares6.37%2025-12-312026-02-09history
BSCU INVESCO EXCH TRD SLF IDX FD39.5K shares5.32%2025-12-312026-02-09history
BSCT INVESCO EXCH TRD SLF IDX FD35.4K shares5.39%2025-12-312026-02-09history
SYK STRYKER CORPORATION1.9K shares4.69%2025-12-312026-02-09history
WFC WELLS FARGO CO NEW7.1K shares-15.03%2025-12-312026-02-09history
BOTZ GLOBAL X FDS18.1K shares0.45%2025-12-312026-02-09history
KO COCA COLA CO9.3K shares38.62%2025-12-312026-02-09history
VTV VANGUARD INDEX FDS3.4K shares2.65%2025-12-312026-02-09history
Sponsored
NOW SERVICENOW INC4.3K shares412.67%2025-12-312026-02-09history
ABT ABBOTT LABS5.2K shares0.76%2025-12-312026-02-09history
XLF SELECT SECTOR SPDR TR11.7K shares-3.75%2025-12-312026-02-09history
DHR DANAHER CORPORATION2.8K shares7.69%2025-12-312026-02-09history
LOW LOWES COS INC2.6K shares11.70%2025-12-312026-02-09history
BSCV INVESCO EXCH TRD SLF IDX FD37.7K shares5.46%2025-12-312026-02-09history
BSCW INVESCO EXCH TRD SLF IDX FD30.0K shares5.32%2025-12-312026-02-09history
MMM 3M CO3.9K shares2.41%2025-12-312026-02-09history
Sponsored
CPNG COUPANG INC26.5K shares3.88%2025-12-312026-02-09history
TXN TEXAS INSTRS INC3.5K sharesnew addition2025-12-312026-02-09history
NEM NEWMONT CORP6.1K shares6.88%2025-12-312026-02-09history
MKL MARKEL GROUP INC281 shares-0.71%2025-12-312026-02-09history
GE AEROSPACE GE AEROSPACE1.9K shares8.53%2025-12-312026-02-09history
CMI CUMMINS INC1.1K shares3.43%2025-12-312026-02-09history
XLV SELECT SECTOR SPDR TR3.7K shares-0.03%2025-12-312026-02-09history
AMD ADVANCED MICRO DEVICES INC2.7K shares9.03%2025-12-312026-02-09history
Sponsored
VB VANGUARD INDEX FDS2.2K shares4.17%2025-12-312026-02-09history
NFLX NETFLIX INC5.9K shares908.31%2025-12-312026-02-09history
SHW SHERWIN WILLIAMS CO1.7K shares4.37%2025-12-312026-02-09history
IFRA ISHARES TR10.6K shares0.00%2025-12-312026-02-09history
CITIGROUP INC CITIGROUP INC4.7K shares5.23%2025-12-312026-02-09history
SPY SPDR S&P 500 ETF TR789 shares3.54%2025-12-312026-02-09history
JEPQ J P MORGAN EXCHANGE TRADED F9.1K shares5.65%2025-12-312026-02-09history
PPG PPG INDS INC5.2K sharesnew addition2025-12-312026-02-09history
Sponsored
T AT&T INC20.7K shares-14.80%2025-12-312026-02-09history
INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T2.7K sharesnew addition2025-12-312026-02-09history
AJG GALLAGHER ARTHUR J & CO1.9K shares2.54%2025-12-312026-02-09history
MO ALTRIA GROUP INC8.4K shares0.32%2025-12-312026-02-09history
SHYD VANECK ETF TRUST20.8K shares0.00%2025-12-312026-02-09history
MTUM ISHARES TR1.9K shares-2.17%2025-12-312026-02-09history
DWM WISDOMTREE TR6.9K shares0.00%2025-12-312026-02-09history
BP BP PLC13.5K shares1.16%2025-12-312026-02-09history
Sponsored
SBUX STARBUCKS CORP5.4K shares5.24%2025-12-312026-02-09history
VMI VALMONT INDS INC1.1K shares2.17%2025-12-312026-02-09history
AMGN AMGEN INC1.4K shares4.07%2025-12-312026-02-09history
APP APPLOVIN CORP660 shares13.79%2025-12-312026-02-09history
PHYS SPROTT ASSET MANAGEMENT LP13.4K shares97.67%2025-12-312026-02-09history
APH AMPHENOL CORP NEW3.3K shares8.10%2025-12-312026-02-09history
VANGUARD INDEX FDS VANGUARD INDEX FDS684 shares-15.24%2025-12-312026-02-09history
CVS CVS HEALTH CORP5.4K shares-2.88%2025-12-312026-02-09history
Sponsored
LAM RESEARCH CORP LAM RESEARCH CORP2.5K shares6.64%2025-12-312026-02-09history
IOCT INNOVATOR ETFS TRUST11.9K shares0.00%2025-12-312026-02-09history
IVW ISHARES TR3.3K shares1.25%2025-12-312026-02-09history
ACWI ISHARES TR2.9K shares-8.54%2025-12-312026-02-09history
AMAT APPLIED MATLS INC1.5K shares18.47%2025-12-312026-02-09history
BSCX INVESCO EXCH TRD SLF IDX FD17.5K shares19.21%2025-12-312026-02-09history
DELL DELL TECHNOLOGIES INC2.9K shares0.27%2025-12-312026-02-09history
WPC WP CAREY INC5.7K shares-0.12%2025-12-312026-02-09history
Sponsored
QCOM QUALCOMM INC2.1K shares8.03%2025-12-312026-02-09history
GEV GE VERNOVA INC544 shares-23.06%2025-12-312026-02-09history
BA BOEING CO1.6K shares8.92%2025-12-312026-02-09history
CASY CASEYS GEN STORES INC604 shares0.00%2025-12-312026-02-09history
AXP AMERICAN EXPRESS CO901 shares8.03%2025-12-312026-02-09history
HON HONEYWELL INTL INC1.7K shares11.07%2025-12-312026-02-09history
BSCY INVESCO EXCH TRD SLF IDX FD15.1K shares19.07%2025-12-312026-02-09history
DRAFTKINGS INC NEW DRAFTKINGS INC NEW9.2K shares2.60%2025-12-312026-02-09history
Sponsored
UGL PROSHARES TR II5.6K shares-19.93%2025-12-312026-02-09history
ISHARES GOLD TR ISHARES GOLD TR3.8K shares-0.57%2025-12-312026-02-09history
SUB ISHARES TR2.9K sharesnew addition2025-12-312026-02-09history
CIBR FIRST TR EXCHANGE TRADED FD4.3K shares30.89%2025-12-312026-02-09history
COF CAPITAL ONE FINL CORP1.2K shares4.24%2025-12-312026-02-09history
RSPU INVESCO EXCHANGE TRADED FD T4.0K shares0.00%2025-12-312026-02-09history
DIS DISNEY WALT CO2.5K shares7.68%2025-12-312026-02-09history
SLV ISHARES SILVER TR4.4K sharesnew addition2025-12-312026-02-09history
Sponsored
BSCQ INVESCO EXCH TRD SLF IDX FD14.4K shares-18.79%2025-12-312026-02-09history
GILD GILEAD SCIENCES INC2.3K shares5.49%2025-12-312026-02-09history
ITOT ISHARES TR1.9K shares-2.04%2025-12-312026-02-09history
URI UNITED RENTALS INC329 shares1.86%2025-12-312026-02-09history
PAYC PAYCOM SOFTWARE INC1.6K shares24.20%2025-12-312026-02-09history
SCHH SCHWAB STRATEGIC TR12.3K shares-9.88%2025-12-312026-02-09history
GM GENERAL MTRS CO3.1K sharesnew addition2025-12-312026-02-09history
MCO MOODYS CORP497 shares5.74%2025-12-312026-02-09history
Sponsored
DASH DOORDASH INC1.1K shares-4.20%2025-12-312026-02-09history
SLVM SYLVAMO CORP5.0K sharesnew addition2025-12-312026-02-09history
EATON CORP PLC EATON CORP PLC757 shares0.26%2025-12-312026-02-09history
VCIT VANGUARD SCOTTSDALE FDS2.8K sharesnew addition2025-12-312026-02-09history
PRU PRUDENTIAL FINL INC2.1K shares-2.75%2025-12-312026-02-09history
MCK MCKESSON CORP283 shares3.66%2025-12-312026-02-09history
XTWO BONDBLOXX ETF TRUST4.6K sharesnew addition2025-12-312026-02-09history
WELL WELLTOWER INC1.2K shares2.87%2025-12-312026-02-09history
Sponsored
TJX TJX COS INC NEW1.4K sharesnew addition2025-12-312026-02-09history
PH PARKER-HANNIFIN CORP252 sharesnew addition2025-12-312026-02-09history
JIRE J P MORGAN EXCHANGE TRADED F2.9K shares-6.85%2025-12-312026-02-09history
ANGLOGOLD ASHANTI PLC ANGLOGOLD ASHANTI PLC2.6K sharesnew addition2025-12-312026-02-09history
FJUN FIRST TR EXCHNG TRADED FD VI3.8K shares-0.05%2025-12-312026-02-09history
ALL ALLSTATE CORP1.0K shares0.19%2025-12-312026-02-09history
BLACKROCK INC BLACKROCK INC200 shares-7.41%2025-12-312026-02-09history
BIBL NORTHERN LTS FD TR IV4.7K shares0.00%2025-12-312026-02-09history
Sponsored
EMLP FIRST TR EXCHANGE-TRADED FD5.5K shares0.00%2025-12-312026-02-09history
BOND PIMCO ETF TR2.2K sharesnew addition2025-12-312026-02-09history
BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD13.9K sharesnew addition2025-12-312026-02-09history
VXUS VANGUARD STAR FDS2.8K shares0.00%2025-12-312026-02-09history
HYBL SSGA ACTIVE TR7.3K shares0.00%2025-12-312026-02-09history
CRM SALESFORCE INC782 shares-10.93%2025-12-312026-02-09history
THE CIGNA GROUP THE CIGNA GROUP746 sharesnew addition2025-12-312026-02-09history
GLDM WORLD GOLD TR2.4K sharesnew addition2025-12-312026-02-09history
Sponsored
TRV TRAVELERS COMPANIES INC699 sharesnew addition2025-12-312026-02-09history
SCHR SCHWAB STRATEGIC TR8.1K sharesnew addition2025-12-312026-02-09history
CAG CONAGRA BRANDS INC11.0K shares-35.60%2025-12-312026-02-09history
F FORD MTR CO11.2K shares1.18%2025-12-312026-02-09history
HLN HALEON PLC11.9K sharesnew addition2025-12-312026-02-09history
GNW GENWORTH FINL INC10.5K sharesnew addition2025-12-312026-02-09history
NB NIOCORP DEVS LTD17.0K shares5.52%2025-12-312026-02-09history
JUNS JUPITER NEUROSCIENCES INC30.0K sharesnew addition2025-12-312026-02-09history
Sponsored

Call Option Holdings
SPY Call CallSPDR S&P 500 ETF TR13.9K shares-50.00%2025-12-312026-02-09history

Put Option Holdings
SPY Put PutSPDR S&P 500 ETF TR14.1K shares-51.04%2025-12-312026-02-09history