The Analysis of ANGELES WEALTH MANAGEMENT, LLC's Holdings
Currently, ANGELES WEALTH MANAGEMENT, LLC holds 465 types of securities in its portfolio with a total value $1.8B. In the most recent quarter, they have increased their positions in VYM (+115.2K shares, valued at $16.5M), N/A (+23.2K shares, valued at $14.5M), VT (+75.3K shares, valued at $10.6M); decreased their positions in ARES (-204.3K shares, valued at $33.0M), VTV (-12.2K shares, valued at $2.3M), IWF (-2.8K shares, valued at $1.3M); initiated new positions in IDV (+182.0K shares, valued at $7.2M), NBSD (+17.3K shares, valued at $885.1K), YOLO (+231.7K shares, valued at $764.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MGK VANGUARD WORLD FD589.5K shares1.86%2025-12-312026-02-17
VT VANGUARD INTL EQUITY INDEX F1.4M shares5.56%2025-12-312026-02-17 SPYV SPDR SERIES TRUST2.1M shares9.89%2025-12-312026-02-17 VXUS VANGUARD STAR FDS1.4M shares8.25%2025-12-312026-02-17 SCHG SCHWAB STRATEGIC TR2.3M shares7.21%2025-12-312026-02-17 MUB ISHARES TR702.9K shares5.47%2025-12-312026-02-17 VGK VANGUARD INTL EQUITY INDEX F737.4K shares5.53%2025-12-312026-02-17 VTV VANGUARD INDEX FDS254.1K shares-4.58%2025-12-312026-02-17 MSFT MICROSOFT CORP98.2K shares10.15%2025-12-312026-02-17 AAPL APPLE INC167.8K shares12.95%2025-12-312026-02-17 SPY SPDR S&P 500 ETF TR55.2K shares18.66%2025-12-312026-02-17 NVDA NVIDIA CORPORATION148.9K shares6.22%2025-12-312026-02-17 EWJ ISHARES INC326.7K shares6.17%2025-12-312026-02-17 SJNK SPDR SERIES TRUST1.0M shares12.38%2025-12-312026-02-17 URTH ISHARES INC122.4K shares2.82%2025-12-312026-02-17 VTI VANGUARD INDEX FDS56.3K shares3.14%2025-12-312026-02-17 AMZN AMAZON COM INC79.8K shares15.97%2025-12-312026-02-17 VYM VANGUARD WHITEHALL FDS123.1K shares1456.76%2025-12-312026-02-17 IXUS ISHARES TR182.5K shares-0.21%2025-12-312026-02-17 ALPHABET INC ALPHABET INC48.8K shares18.26%2025-12-312026-02-17 ALPHABET INC ALPHABET INC48.7K shares24.14%2025-12-312026-02-17 BROADCOM INC BROADCOM INC39.3K shares94.60%2025-12-312026-02-17 VUG VANGUARD INDEX FDS25.9K shares-1.11%2025-12-312026-02-17 JPM JPMORGAN CHASE & CO.33.9K shares18.06%2025-12-312026-02-17 SHY ISHARES TR109.6K shares60.37%2025-12-312026-02-17 V VISA INC25.8K shares7.85%2025-12-312026-02-17 COST COSTCO WHSL CORP NEW10.1K shares-2.60%2025-12-312026-02-17 BKLN INVESCO EXCH TRADED FD TR II410.0K shares13.58%2025-12-312026-02-17 META META PLATFORMS INC13.0K shares5.97%2025-12-312026-02-17 PFF ISHARES TR262.5K shares11.77%2025-12-312026-02-17 LLY ELI LILLY & CO6.7K shares22.94%2025-12-312026-02-17 IDV ISHARES TR182.0K sharesnew addition2025-12-312026-02-17 EFA ISHARES TR69.6K shares660.43%2025-12-312026-02-17 TLH ISHARES TR65.4K shares34.05%2025-12-312026-02-17 TSLA TESLA INC11.6K shares7.67%2025-12-312026-02-17 VEA VANGUARD TAX-MANAGED FDS81.2K shares-3.27%2025-12-312026-02-17 TSM TAIWAN SEMICONDUCTOR MFG LTD16.5K shares19.61%2025-12-312026-02-17 HD HOME DEPOT INC13.6K shares6.95%2025-12-312026-02-17 ABBV ABBVIE INC20.4K shares36.79%2025-12-312026-02-17 WFC WELLS FARGO CO NEW48.6K shares6.44%2025-12-312026-02-17 MA MASTERCARD INCORPORATED7.9K shares13.71%2025-12-312026-02-17 BABA ALIBABA GROUP HLDG LTD30.1K shares-20.23%2025-12-312026-02-17 SUB ISHARES TR38.1K shares-15.36%2025-12-312026-02-17 VYMI VANGUARD WHITEHALL FDS44.0K shares1591.01%2025-12-312026-02-17 JNJ JOHNSON & JOHNSON19.0K shares20.04%2025-12-312026-02-17 SHW SHERWIN WILLIAMS CO12.1K shares-1.22%2025-12-312026-02-17 BRK.A BERKSHIRE HATHAWAY INC DEL5 shares0.00%2025-12-312026-02-17 VWO VANGUARD INTL EQUITY INDEX F68.3K shares94.53%2025-12-312026-02-17 GE AEROSPACE GE AEROSPACE11.7K shares2.09%2025-12-312026-02-17 XOM EXXON MOBIL CORP28.8K shares25.39%2025-12-312026-02-17 IWF ISHARES TR7.1K shares-28.06%2025-12-312026-02-17 CTAS CINTAS CORP16.2K shares82.87%2025-12-312026-02-17 PWR QUANTA SVCS INC6.9K shares1.91%2025-12-312026-02-17 SCHB SCHWAB STRATEGIC TR108.3K shares8.06%2025-12-312026-02-17 TMO THERMO FISHER SCIENTIFIC INC4.9K shares1.44%2025-12-312026-02-17 INTU INTUIT4.2K shares3.91%2025-12-312026-02-17 PEP PEPSICO INC18.9K shares31.27%2025-12-312026-02-17 ISRG INTUITIVE SURGICAL INC4.6K shares5.23%2025-12-312026-02-17 IVV ISHARES TR3.7K shares-13.94%2025-12-312026-02-17 NFLX NETFLIX INC26.6K shares926.02%2025-12-312026-02-17 WMT WALMART INC21.8K shares35.48%2025-12-312026-02-17 BAC BANK AMERICA CORP43.9K shares8.40%2025-12-312026-02-17 RTX RTX CORPORATION12.7K shares36.11%2025-12-312026-02-17 CRI CARTERS INC70.9K shares0.00%2025-12-312026-02-17 MCD MCDONALDS CORP7.0K shares81.94%2025-12-312026-02-17 TJX TJX COS INC NEW13.5K shares54.85%2025-12-312026-02-17 CL COLGATE PALMOLIVE CO26.1K shares-7.98%2025-12-312026-02-17 MCO MOODYS CORP4.0K shares0.67%2025-12-312026-02-17 GEV GE VERNOVA INC3.1K shares2.51%2025-12-312026-02-17 CSCO CISCO SYS INC26.4K shares34.61%2025-12-312026-02-17 QCOM QUALCOMM INC11.7K shares4.38%2025-12-312026-02-17 CVX CHEVRON CORP NEW13.1K shares21.01%2025-12-312026-02-17 UNP UNION PAC CORP8.5K shares33.47%2025-12-312026-02-17 SCHF SCHWAB STRATEGIC TR77.2K shares1.87%2025-12-312026-02-17 MU MICRON TECHNOLOGY INC6.5K shares35.37%2025-12-312026-02-17 FNDX SCHWAB STRATEGIC TR67.5K shares0.00%2025-12-312026-02-17 UBER UBER TECHNOLOGIES INC21.7K shares1.99%2025-12-312026-02-17 IVW ISHARES TR14.3K shares62.09%2025-12-312026-02-17 EVR EVERCORE INC4.8K shares0.00%2025-12-312026-02-17 FOXF FOX FACTORY HLDG CORP94.6K shares102.32%2025-12-312026-02-17 ABT ABBOTT LABS12.4K shares14.90%2025-12-312026-02-17 IWM ISHARES TR6.3K shares60.75%2025-12-312026-02-17 PAGP PLAINS GP HLDGS L P80.9K shares-1.99%2025-12-312026-02-17 SGOV ISHARES TR15.4K shares-5.05%2025-12-312026-02-17 GS GOLDMAN SACHS GROUP INC1.7K shares95.09%2025-12-312026-02-17 IJH ISHARES TR23.1K shares3.15%2025-12-312026-02-17 FRDM EA SERIES TRUST29.5K shares19.39%2025-12-312026-02-17 HOOD ROBINHOOD MKTS INC13.2K shares-0.36%2025-12-312026-02-17 F FORD MTR CO112.9K shares1.20%2025-12-312026-02-17 CPNG COUPANG INC62.5K shares1.17%2025-12-312026-02-17 ARES ARES MANAGEMENT CORPORATION9.0K shares-95.76%2025-12-312026-02-17 IWD ISHARES TR6.9K shares5.61%2025-12-312026-02-17 PII POLARIS INC22.5K shares0.36%2025-12-312026-02-17 ORCL ORACLE CORP7.1K shares13.96%2025-12-312026-02-17 PM PHILIP MORRIS INTL INC8.5K shares13.35%2025-12-312026-02-17 NOW SERVICENOW INC9.0K shares427.02%2025-12-312026-02-17 IBM INTERNATIONAL BUSINESS MACHS4.6K shares21.78%2025-12-312026-02-17 PLTR PALANTIR TECHNOLOGIES INC7.7K shares8.15%2025-12-312026-02-17 VIG VANGUARD SPECIALIZED FUNDS6.1K shares-28.45%2025-12-312026-02-17 HCA HCA HEALTHCARE INC2.9K shares182.74%2025-12-312026-02-17 CMI CUMMINS INC2.6K shares24.76%2025-12-312026-02-17 AXP AMERICAN EXPRESS CO3.6K shares22.03%2025-12-312026-02-17 DHR DANAHER CORPORATION5.8K shares34.89%2025-12-312026-02-17 PGR PROGRESSIVE CORP5.8K shares36.02%2025-12-312026-02-17 DIS DISNEY WALT CO11.4K shares8.75%2025-12-312026-02-17 AMD ADVANCED MICRO DEVICES INC6.0K shares16.08%2025-12-312026-02-17 CRM SALESFORCE INC4.7K shares-3.48%2025-12-312026-02-17 BKNG BOOKING HOLDINGS INC233 shares-2.51%2025-12-312026-02-17 GBTC GRAYSCALE BITCOIN TRUST ETF18.1K shares-2.68%2025-12-312026-02-17 AMAT APPLIED MATLS INC4.8K shares78.86%2025-12-312026-02-17 KO COCA COLA CO17.2K shares23.22%2025-12-312026-02-17 PG PROCTER AND GAMBLE CO8.3K shares60.35%2025-12-312026-02-17 ADI ANALOG DEVICES INC4.3K shares21.96%2025-12-312026-02-17 VGT VANGUARD WORLD FD1.5K shares392.68%2025-12-312026-02-17 IDEV ISHARES TR14.0K shares-6.76%2025-12-312026-02-17 MS MORGAN STANLEY6.5K shares10.70%2025-12-312026-02-17 LINDE PLC LINDE PLC2.7K shares1.40%2025-12-312026-02-17 IEFA ISHARES TR12.8K shares40.58%2025-12-312026-02-17 BMY BRISTOL-MYERS SQUIBB CO20.8K shares56.21%2025-12-312026-02-17 APH AMPHENOL CORP NEW8.3K shares11.32%2025-12-312026-02-17 WM WASTE MGMT INC DEL5.0K shares-4.58%2025-12-312026-02-17 RSG REPUBLIC SVCS INC5.1K shares4.98%2025-12-312026-02-17 SCHW SCHWAB CHARLES CORP10.6K shares20.89%2025-12-312026-02-17 UNH UNITEDHEALTH GROUP INC3.2K shares18.80%2025-12-312026-02-17 EPD ENTERPRISE PRODS PARTNERS L31.0K shares-0.32%2025-12-312026-02-17 LOW LOWES COS INC4.1K shares15.08%2025-12-312026-02-17 LMT LOCKHEED MARTIN CORP1.9K shares52.94%2025-12-312026-02-17 WHR WHIRLPOOL CORP13.0K shares264.49%2025-12-312026-02-17 MSI MOTOROLA SOLUTIONS INC2.4K shares3.76%2025-12-312026-02-17 ADBE ADOBE INC2.6K shares11.64%2025-12-312026-02-17 XLE SELECT SECTOR SPDR TR19.9K shares113.51%2025-12-312026-02-17 COP CONOCOPHILLIPS9.5K shares10.79%2025-12-312026-02-17 NBSD NEUBERGER BERMAN ETF TRUST17.3K sharesnew addition2025-12-312026-02-17 IJR ISHARES TR7.3K shares1.98%2025-12-312026-02-17 GLD SPDR GOLD TR2.2K shares0.00%2025-12-312026-02-17 NKE NIKE INC13.3K shares1.93%2025-12-312026-02-17 CAT CATERPILLAR INC1.4K shares39.56%2025-12-312026-02-17 TOST TOAST INC22.9K shares0.54%2025-12-312026-02-17 IDXX IDEXX LABS INC1.2K shares-1.09%2025-12-312026-02-17 SPYG SPDR SERIES TRUST7.4K shares-48.54%2025-12-312026-02-17 TMUS T-MOBILE US INC3.9K shares7.94%2025-12-312026-02-17 PANW PALO ALTO NETWORKS INC4.2K shares10.10%2025-12-312026-02-17 SILJ AMPLIFY ETF TR27.9K shares0.00%2025-12-312026-02-17 IEMG ISHARES INC11.4K shares5.34%2025-12-312026-02-17 YOLO ADVISORSHARES TR231.7K sharesnew addition2025-12-312026-02-17 IWR ISHARES TR7.9K shares8.80%2025-12-312026-02-17 WMB WILLIAMS COS INC12.6K shares255.10%2025-12-312026-02-17 NEE NEXTERA ENERGY INC9.3K shares107.61%2025-12-312026-02-17 ECG EVERUS CONSTR GROUP8.6K shares2.38%2025-12-312026-02-17 PODD INSULET CORP2.6K shares0.50%2025-12-312026-02-17 PSX PHILLIPS 665.5K shares34.70%2025-12-312026-02-17 SAFEHOLD INC SAFEHOLD INC51.3K shares0.00%2025-12-312026-02-17 MMM 3M CO4.4K shares26.37%2025-12-312026-02-17 INTC INTEL CORP19.0K shares11.86%2025-12-312026-02-17 MDU MDU RES GROUP INC34.3K shares2.39%2025-12-312026-02-17 SYK STRYKER CORPORATION1.9K shares26.68%2025-12-312026-02-17 TXN TEXAS INSTRS INC3.8K shares124.72%2025-12-312026-02-17 AMGN AMGEN INC2.0K shares102.70%2025-12-312026-02-17 VO VANGUARD INDEX FDS2.3K shares-4.83%2025-12-312026-02-17 T AT&T INC26.4K shares77.56%2025-12-312026-02-17 RBC RBC BEARINGS INC1.4K shares19.36%2025-12-312026-02-17 COF CAPITAL ONE FINL CORP2.6K shares73.81%2025-12-312026-02-17 ZION ZIONS BANCORPORATION N A10.7K sharesnew addition2025-12-312026-02-17 AVUS AMERICAN CENTY ETF TR5.5K shares-4.68%2025-12-312026-02-17 BSX BOSTON SCIENTIFIC CORP6.4K shares17.66%2025-12-312026-02-17 CGNT COGNYTE SOFTWARE LTD64.3K shares0.00%2025-12-312026-02-17 KNF KNIFE RIVER CORP8.6K shares1.03%2025-12-312026-02-17 ECL ECOLAB INC2.3K shares13.95%2025-12-312026-02-17 XLK SELECT SECTOR SPDR TR4.1K shares128.12%2025-12-312026-02-17 XLF SELECT SECTOR SPDR TR10.6K shares441.01%2025-12-312026-02-17 MO ALTRIA GROUP INC9.8K shares-1.64%2025-12-312026-02-17 SAP SAP SE2.4K shares10.07%2025-12-312026-02-17 AMT AMERICAN TOWER CORP NEW3.2K shares96.63%2025-12-312026-02-17 USB US BANCORP DEL10.4K shares1.36%2025-12-312026-02-17 VBK VANGUARD INDEX FDS1.9K shares0.00%2025-12-312026-02-17 MNST MONSTER BEVERAGE CORP NEW7.2K shares54.16%2025-12-312026-02-17 RVTY REVVITY INC5.7K shares-0.14%2025-12-312026-02-17 CTRE CARETRUST REIT INC15.0K sharesnew addition2025-12-312026-02-17 DASH DOORDASH INC2.4K shares6.37%2025-12-312026-02-17 CRWD CROWDSTRIKE HLDGS INC1.1K shares3.60%2025-12-312026-02-17 VB VANGUARD INDEX FDS2.1K shares-8.18%2025-12-312026-02-17 MEDP MEDPACE HLDGS INC951 shares3.48%2025-12-312026-02-17 SPGI S&P GLOBAL INC1.0K shares47.69%2025-12-312026-02-17 DE DEERE & CO1.1K shares28.39%2025-12-312026-02-17 CB CHUBB LIMITED1.7K shares12.27%2025-12-312026-02-17 VRTX VERTEX PHARMACEUTICALS INC1.2K shares16.33%2025-12-312026-02-17 BA BOEING CO2.4K shares-21.86%2025-12-312026-02-17 BK BANK NEW YORK MELLON CORP4.5K shares17.40%2025-12-312026-02-17 GILD GILEAD SCIENCES INC4.2K shares9.20%2025-12-312026-02-17 SBUX STARBUCKS CORP6.1K shares124.69%2025-12-312026-02-17 DJCO DAILY JOURNAL CORP1.0K shares-8.82%2025-12-312026-02-17 ULTA ULTA BEAUTY INC839 shares3.45%2025-12-312026-02-17 CVLT COMMVAULT SYS INC4.0K shares3.93%2025-12-312026-02-17 KMI KINDER MORGAN INC DEL18.2K shares4.74%2025-12-312026-02-17 VEU VANGUARD INTL EQUITY INDEX F6.8K shares0.00%2025-12-312026-02-17 ADP AUTOMATIC DATA PROCESSING IN1.9K shares12.71%2025-12-312026-02-17 KLAC KLA CORP407 shares12.74%2025-12-312026-02-17 FBTC FIDELITY WISE ORIGIN BITCOIN6.5K sharesnew addition2025-12-312026-02-17 HON HONEYWELL INTL INC2.8K shares13.33%2025-12-312026-02-17 SCHD SCHWAB STRATEGIC TR17.5K shares0.00%2025-12-312026-02-17 LH LABCORP HOLDINGS INC1.9K shares56.39%2025-12-312026-02-17 CYBR CYBERARK SOFTWARE LTD1.1K shares-12.19%2025-12-312026-02-17 PAAS PAN AMERN SILVER CORP9.1K shares0.12%2025-12-312026-02-17 GWRE GUIDEWIRE SOFTWARE INC2.3K shares0.00%2025-12-312026-02-17 BDX BECTON DICKINSON & CO2.4K shares5.76%2025-12-312026-02-17 VZ VERIZON COMMUNICATIONS INC11.5K shares19.26%2025-12-312026-02-17 VLO VALERO ENERGY CORP2.9K shares0.77%2025-12-312026-02-17 KTOS KRATOS DEFENSE & SEC SOLUTIO6.2K shares-23.18%2025-12-312026-02-17 MCK MCKESSON CORP566 shares6.99%2025-12-312026-02-17 SPEM SPDR INDEX SHS FDS9.9K shares0.00%2025-12-312026-02-17 AVAV AEROVIRONMENT INC1.9K shares-14.70%2025-12-312026-02-17 GWW WW GRAINGER INC445 shares42.63%2025-12-312026-02-17 GMED GLOBUS MED INC5.1K shares1.65%2025-12-312026-02-17 RAMP LIVERAMP HLDGS INC15.0K shares0.00%2025-12-312026-02-17 NVS NOVARTIS AG3.2K shares20.53%2025-12-312026-02-17 DUHP DIMENSIONAL ETF TRUST11.5K shares0.00%2025-12-312026-02-17 EXEL EXELIXIS INC9.9K sharesnew addition2025-12-312026-02-17 IVE ISHARES TR2.0K sharesnew addition2025-12-312026-02-17 APP APPLOVIN CORP641 shares16.97%2025-12-312026-02-17 WGO WINNEBAGO INDS INC10.7K shares0.00%2025-12-312026-02-17 GLW CORNING INC4.9K shares15.94%2025-12-312026-02-17 JCI JOHNSON CTLS INTL PLC3.5K shares2.69%2025-12-312026-02-17 EOG EOG RES INC4.0K shares19.48%2025-12-312026-02-17 SMH VANECK ETF TRUST1.1K shares0.00%2025-12-312026-02-17 XYL XYLEM INC3.0K shares11.66%2025-12-312026-02-17 CME CME GROUP INC1.5K shares97.89%2025-12-312026-02-17 LVS LAS VEGAS SANDS CORP6.2K shares24.53%2025-12-312026-02-17 PNC PNC FINL SVCS GROUP INC1.9K shares53.18%2025-12-312026-02-17 HLT HILTON WORLDWIDE HLDGS INC1.4K shares6.24%2025-12-312026-02-17 EMR EMERSON ELEC CO3.0K shares38.84%2025-12-312026-02-17 DFUV DIMENSIONAL ETF TRUST8.4K shares-67.85%2025-12-312026-02-17 VTIP VANGUARD MALVERN FDS7.8K shares-54.26%2025-12-312026-02-17 SE SEA LTD3.0K shares29.39%2025-12-312026-02-17 TECH BIO-TECHNE CORP6.5K shares14.50%2025-12-312026-02-17 ORLY OREILLY AUTOMOTIVE INC4.2K shares20.83%2025-12-312026-02-17 BKR BAKER HUGHES COMPANY8.3K shares10.98%2025-12-312026-02-17 BALL BALL CORP7.1K shares-33.70%2025-12-312026-02-17 ASML ASML HOLDING N V351 shares39.84%2025-12-312026-02-17 FTNT FORTINET INC4.7K shares-0.17%2025-12-312026-02-17 NOC NORTHROP GRUMMAN CORP652 shares-1.21%2025-12-312026-02-17 DFAC DIMENSIONAL ETF TRUST9.3K shares0.00%2025-12-312026-02-17 ALL ALLSTATE CORP1.8K shares10.06%2025-12-312026-02-17 DLR DIGITAL RLTY TR INC2.3K sharesnew addition2025-12-312026-02-17 VEEV VEEVA SYS INC1.6K shares0.12%2025-12-312026-02-17 D DOMINION ENERGY INC6.1K sharesnew addition2025-12-312026-02-17 DFIC DIMENSIONAL ETF TRUST10.4K shares0.00%2025-12-312026-02-17 FDX FEDEX CORP1.2K shares19.28%2025-12-312026-02-17 PFE PFIZER INC14.3K shares24.92%2025-12-312026-02-17 AEP AMERICAN ELEC PWR CO INC3.1K shares8.80%2025-12-312026-02-17 TSCO TRACTOR SUPPLY CO7.1K shares6.37%2025-12-312026-02-17 EXR EXTRA SPACE STORAGE INC2.7K sharesnew addition2025-12-312026-02-17 BA-PA BOEING CO5.0K sharesnew addition2025-12-312026-02-17 IGF ISHARES TR5.7K shares0.00%2025-12-312026-02-17 WELL WELLTOWER INC1.9K shares1.52%2025-12-312026-02-17 PLD PROLOGIS INC.2.7K sharesnew addition2025-12-312026-02-17 SHEL SHELL PLC4.6K shares13.51%2025-12-312026-02-17 AZO AUTOZONE INC99 shares2.06%2025-12-312026-02-17 ODFL OLD DOMINION FREIGHT LINE IN2.1K shares3.60%2025-12-312026-02-17 RGEN REPLIGEN CORP2.0K shares6.55%2025-12-312026-02-17 TSLX SIXTH STREET SPECIALTY LENDI15.0K sharesnew addition2025-12-312026-02-17 NCNO NCINO INC12.9K shares20.47%2025-12-312026-02-17 CSX CSX CORP9.1K shares21.74%2025-12-312026-02-17 HAL HALLIBURTON CO11.6K shares2.30%2025-12-312026-02-17 ARCC ARES CAPITAL CORP16.0K sharesnew addition2025-12-312026-02-17 AJG GALLAGHER ARTHUR J & CO1.2K shares0.32%2025-12-312026-02-17 FICO FAIR ISAAC CORP190 sharesnew addition2025-12-312026-02-17 ZTS ZOETIS INC2.5K shares-15.71%2025-12-312026-02-17 HIG HARTFORD INSURANCE GROUP INC2.3K shares14.01%2025-12-312026-02-17 CAH CARDINAL HEALTH INC1.5K shares-1.36%2025-12-312026-02-17 PH PARKER-HANNIFIN CORP354 shares22.07%2025-12-312026-02-17 XLV SELECT SECTOR SPDR TR2.0K shares569.33%2025-12-312026-02-17 CHD CHURCH & DWIGHT CO INC3.7K shares7.69%2025-12-312026-02-17 GM GENERAL MTRS CO3.8K shares5.68%2025-12-312026-02-17 NVT NVENT ELECTRIC PLC3.0K shares12.36%2025-12-312026-02-17 SNPS SYNOPSYS INC652 shares9.95%2025-12-312026-02-17 FITB FIFTH THIRD BANCORP6.4K shares2.53%2025-12-312026-02-17 WBD WARNER BROS DISCOVERY INC10.3K sharesnew addition2025-12-312026-02-17 ITW ILLINOIS TOOL WKS INC1.2K shares-15.93%2025-12-312026-02-17 RMD RESMED INC1.2K shares0.25%2025-12-312026-02-17 SNOW SNOWFLAKE INC1.3K shares-4.12%2025-12-312026-02-17 XLY SELECT SECTOR SPDR TR2.4K shares266.17%2025-12-312026-02-17 STT STATE STR CORP2.2K shares2.24%2025-12-312026-02-17 HESM HESS MIDSTREAM LP8.3K sharesnew addition2025-12-312026-02-17 O REALTY INCOME CORP5.0K sharesnew addition2025-12-312026-02-17 TIP ISHARES TR2.5K shares0.00%2025-12-312026-02-17 IQV IQVIA HLDGS INC1.2K shares8.40%2025-12-312026-02-17 MPC MARATHON PETE CORP1.7K shares18.08%2025-12-312026-02-17 EFV ISHARES TR3.9K shares0.00%2025-12-312026-02-17 TRIN TRINITY CAP INC18.6K sharesnew addition2025-12-312026-02-17 AGG ISHARES TR2.7K shares69.41%2025-12-312026-02-17 DPZ DOMINOS PIZZA INC641 shares24.71%2025-12-312026-02-17 SOXQ INVESCO EXCH TRADED FD TR II4.8K sharesnew addition2025-12-312026-02-17 PCG PG&E CORP16.2K shares26.04%2025-12-312026-02-17 TT TRANE TECHNOLOGIES PLC669 shares37.37%2025-12-312026-02-17 BEN FRANKLIN RESOURCES INC10.7K shares0.20%2025-12-312026-02-17 WST WEST PHARMACEUTICAL SVSC INC940 shares0.97%2025-12-312026-02-17 NVO NOVO-NORDISK A S5.1K shares28.38%2025-12-312026-02-17 OKE ONEOK INC NEW3.5K shares25.73%2025-12-312026-02-17 TRV TRAVELERS COMPANIES INC872 sharesnew addition2025-12-312026-02-17 IWO ISHARES TR780 shares0.00%2025-12-312026-02-17 GSLC GOLDMAN SACHS ETF TR1.9K sharesnew addition2025-12-312026-02-17 FCX FREEPORT-MCMORAN INC4.9K sharesnew addition2025-12-312026-02-17 FAST FASTENAL CO6.2K shares-1.33%2025-12-312026-02-17 VTR VENTAS INC3.2K shares10.53%2025-12-312026-02-17 CDNS CADENCE DESIGN SYSTEM INC789 shares10.50%2025-12-312026-02-17 GLDM WORLD GOLD TR2.9K sharesnew addition2025-12-312026-02-17 QLYS QUALYS INC1.9K shares-12.82%2025-12-312026-02-17 NOK NOKIA CORP37.8K shares0.46%2025-12-312026-02-17 BBEU J P MORGAN EXCHANGE TRADED F3.3K sharesnew addition2025-12-312026-02-17 CARR CARRIER GLOBAL CORPORATION4.6K shares4.99%2025-12-312026-02-17 USFD US FOODS HLDG CORP3.2K shares2.93%2025-12-312026-02-17 JEPI J P MORGAN EXCHANGE TRADED F4.0K shares893.25%2025-12-312026-02-17 SPSC SPS COMM INC2.5K shares7.37%2025-12-312026-02-17 APO-PA APOLLO GLOBAL MGMT INC3.0K sharesnew addition2025-12-312026-02-17 BBVA BANCO BILBAO VIZCAYA ARGENTA9.5K sharesnew addition2025-12-312026-02-17 MANH MANHATTAN ASSOCIATES INC1.3K shares11.91%2025-12-312026-02-17 HEI HEICO CORP NEW683 shares0.00%2025-12-312026-02-17 DTST DATA STORAGE CORP43.1K sharesnew addition2025-12-312026-02-17 SPOT SPOTIFY TECHNOLOGY S A380 shares-12.24%2025-12-312026-02-17 IUSV ISHARES TR2.2K shares0.00%2025-12-312026-02-17 FDS FACTSET RESH SYS INC756 sharesnew addition2025-12-312026-02-17 AON PLC AON PLC613 sharesnew addition2025-12-312026-02-17 MMSI MERIT MED SYS INC2.5K sharesnew addition2025-12-312026-02-17 HP INC HP INC9.6K shares-1.32%2025-12-312026-02-17 EBAY EBAY INC.2.5K shares-6.21%2025-12-312026-02-17 AZN ASTRAZENECA PLC2.3K sharesnew addition2025-12-312026-02-17 GUNR FLEXSHARES TR4.7K sharesnew addition2025-12-312026-02-17 RJF RAYMOND JAMES FINL INC1.3K shares1.61%2025-12-312026-02-17 SPTM SPDR SERIES TRUST2.6K sharesnew addition2025-12-312026-02-17 TXRH TEXAS ROADHOUSE INC1.3K sharesnew addition2025-12-312026-02-17 CEG CONSTELLATION ENERGY CORP600 sharesnew addition2025-12-312026-02-17 FIX COMFORT SYS USA INC226 sharesnew addition2025-12-312026-02-17 AXON AXON ENTERPRISE INC370 shares3.35%2025-12-312026-02-17 SONY SONY GROUP CORP8.2K shares15.32%2025-12-312026-02-17 MMC MARSH & MCLENNAN COS INC1.1K sharesnew addition2025-12-312026-02-17 QYLD GLOBAL X FDS11.8K sharesnew addition2025-12-312026-02-17 UPS UNITED PARCEL SERVICE INC2.1K sharesnew addition2025-12-312026-02-17 CMCSA COMCAST CORP NEW6.9K sharesnew addition2025-12-312026-02-17 MET METLIFE INC2.6K shares1.40%2025-12-312026-02-17 CFG CITIZENS FINL GROUP INC3.5K sharesnew addition2025-12-312026-02-17 ADSK AUTODESK INC692 shares6.63%2025-12-312026-02-17 SHOP SHOPIFY INC1.3K sharesnew addition2025-12-312026-02-17 JPST J P MORGAN EXCHANGE TRADED F4.0K shares0.00%2025-12-312026-02-17 ULST SSGA ACTIVE ETF TR5.0K shares0.00%2025-12-312026-02-17 SRE SEMPRA2.3K sharesnew addition2025-12-312026-02-17 MORN MORNINGSTAR INC929 shares0.22%2025-12-312026-02-17 IYW ISHARES TR1.0K shares0.00%2025-12-312026-02-17 SOXX ISHARES TR657 shares0.00%2025-12-312026-02-17 EWO ISHARES INC5.3K sharesnew addition2025-12-312026-02-17 COMP COMPASS INC17.6K sharesnew addition2025-12-312026-02-17 ORLA ORLA MNG LTD NEW13.6K sharesnew addition2025-12-312026-02-17 TAK TAKEDA PHARMACEUTICAL CO LTD11.6K shares-17.32%2025-12-312026-02-17 VBR VANGUARD INDEX FDS854 shares0.00%2025-12-312026-02-17 XLP SELECT SECTOR SPDR TR2.3K shares360.20%2025-12-312026-02-17 DVY ISHARES TR1.3K shares18.76%2025-12-312026-02-17 FT FRANKLIN UNVL TR22.1K sharesnew addition2025-12-312026-02-17 SKYY FIRST TR EXCHANGE TRADED FD1.4K sharesnew addition2025-12-312026-02-17 XLI SELECT SECTOR SPDR TR1.1K shares215.25%2025-12-312026-02-17 ARES-PB ARES MANAGEMENT CORPORATION3.2K sharesnew addition2025-12-312026-02-17 MTUM ISHARES TR608 sharesnew addition2025-12-312026-02-17 IXN ISHARES TR1.4K shares0.00%2025-12-312026-02-17 IWC ISHARES TR944 shares0.00%2025-12-312026-02-17 DIHP DIMENSIONAL ETF TRUST4.6K shares0.00%2025-12-312026-02-17 GSEW GOLDMAN SACHS ETF TR1.6K sharesnew addition2025-12-312026-02-17 USEA UNITED MARITIME CORPORATION77.1K sharesnew addition2025-12-312026-02-17 IWN ISHARES TR719 shares25.04%2025-12-312026-02-17 BAC-PL BANK AMERICA CORP100 sharesnew addition2025-12-312026-02-17 EFG ISHARES TR972 shares0.00%2025-12-312026-02-17 LYG LLOYDS BANKING GROUP PLC20.6K shares14.50%2025-12-312026-02-17 STHO STAR HLDGS13.2K shares0.00%2025-12-312026-02-17 SWAN AMPLIFY ETF TR3.3K sharesnew addition2025-12-312026-02-17 BIL SPDR SERIES TRUST1.2K sharesnew addition2025-12-312026-02-17 ITOT ISHARES TR717 shares139.80%2025-12-312026-02-17 SOC SABLE OFFSHORE CORP11.3K shares-6.70%2025-12-312026-02-17 UROY URANIUM RTY CORP28.6K sharesnew addition2025-12-312026-02-17 FNDE SCHWAB STRATEGIC TR2.8K shares0.00%2025-12-312026-02-17 SPDW SPDR INDEX SHS FDS2.2K shares-29.31%2025-12-312026-02-17 WIT WIPRO LTD33.5K shares17.64%2025-12-312026-02-17 CUE CUE BIOPHARMA INC310.0K shares158.33%2025-12-312026-02-17 ACWX ISHARES TR1.4K sharesnew addition2025-12-312026-02-17 VPU VANGUARD WORLD FD488 shares0.00%2025-12-312026-02-17 AVDV AMERICAN CENTY ETF TR932 shares-58.56%2025-12-312026-02-17 CMF ISHARES TR1.5K shares0.00%2025-12-312026-02-17 VOX VANGUARD WORLD FD424 sharesnew addition2025-12-312026-02-17 EMXC ISHARES INC1.1K shares361.44%2025-12-312026-02-17 IEF ISHARES TR810 sharesnew addition2025-12-312026-02-17 ESGD ISHARES TR784 shares0.00%2025-12-312026-02-17 WFC-PL WELLS FARGO CO NEW60 sharesnew addition2025-12-312026-02-17 FNDF SCHWAB STRATEGIC TR1.5K shares0.00%2025-12-312026-02-17 DFAT DIMENSIONAL ETF TRUST1.1K shares0.00%2025-12-312026-02-17 VOT VANGUARD INDEX FDS225 shares0.00%2025-12-312026-02-17 DIBS 1STDIBS COM INC10.2K sharesnew addition2025-12-312026-02-17 AIQ GLOBAL X FDS1.2K sharesnew addition2025-12-312026-02-17 EEM ISHARES TR1.1K shares-50.00%2025-12-312026-02-17 CWB SPDR SERIES TRUST653 sharesnew addition2025-12-312026-02-17 PAVE GLOBAL X FDS1.1K sharesnew addition2025-12-312026-02-17 XLU SELECT SECTOR SPDR TR1.2K shares100.00%2025-12-312026-02-17 MGV VANGUARD WORLD FD355 shares0.00%2025-12-312026-02-17 VOE VANGUARD INDEX FDS264 shares-32.13%2025-12-312026-02-17 XSW SPDR SERIES TRUST250 sharesnew addition2025-12-312026-02-17 CIBR FIRST TR EXCHANGE TRADED FD625 sharesnew addition2025-12-312026-02-17 BBRE J P MORGAN EXCHANGE TRADED F440 shares-59.63%2025-12-312026-02-17 IWB ISHARES TR94 shares0.00%2025-12-312026-02-17 IBB ISHARES TR207 shares762.50%2025-12-312026-02-17 QUAL ISHARES TR175 sharesnew addition2025-12-312026-02-17 OEF ISHARES TR94 shares118.60%2025-12-312026-02-17 VXF VANGUARD INDEX FDS142 shares0.00%2025-12-312026-02-17 IJT ISHARES TR200 shares0.00%2025-12-312026-02-17 VV VANGUARD INDEX FDS87 shares222.22%2025-12-312026-02-17 NEE-PT NEXTERA ENERGY INC552 sharesnew addition2025-12-312026-02-17 BWX SPDR SERIES TRUST1.2K sharesnew addition2025-12-312026-02-17 IGIB ISHARES TR475 sharesnew addition2025-12-312026-02-17 IUSG ISHARES TR141 shares0.00%2025-12-312026-02-17 MOAT VANECK ETF TRUST196 shares1.03%2025-12-312026-02-17 XYLD GLOBAL X FDS500 sharesnew addition2025-12-312026-02-17 VNQ VANGUARD INDEX FDS223 shares-93.04%2025-12-312026-02-17 QDIV GLOBAL X FDS536 sharesnew addition2025-12-312026-02-17 FTRI FIRST TR EXCHANGE TRADED FD1.2K sharesnew addition2025-12-312026-02-17 SCZ ISHARES TR235 shares18.69%2025-12-312026-02-17 SCHA SCHWAB STRATEGIC TR610 shares0.00%2025-12-312026-02-17 SCHX SCHWAB STRATEGIC TR627 shares0.00%2025-12-312026-02-17 SCHM SCHWAB STRATEGIC TR559 shares0.00%2025-12-312026-02-17 DFIS DIMENSIONAL ETF TRUST497 sharesnew addition2025-12-312026-02-17 VPL VANGUARD INTL EQUITY INDEX F177 sharesnew addition2025-12-312026-02-17 DEFT DEFI TECHNOLOGIES INC20.0K sharesnew addition2025-12-312026-02-17 GXDW GLOBAL X FDS529 sharesnew addition2025-12-312026-02-17 VLUE ISHARES TR89 sharesnew addition2025-12-312026-02-17 CWI SPDR INDEX SHS FDS305 shares0.00%2025-12-312026-02-17 SMMD ISHARES TR143 sharesnew addition2025-12-312026-02-17 HEI.A HEICO CORP NEW34 shares100.00%2025-12-312026-02-17 MOO VANECK ETF TRUST100 shares0.00%2025-12-312026-02-17 AVDE AMERICAN CENTY ETF TR85 shares0.00%2025-12-312026-02-17 DFAS DIMENSIONAL ETF TRUST96 shares0.00%2025-12-312026-02-17 XLRE SELECT SECTOR SPDR TR163 shares-58.94%2025-12-312026-02-17 BBAX J P MORGAN EXCHANGE TRADED F116 sharesnew addition2025-12-312026-02-17 MSOS ADVISORSHARES TR1.2K sharesnew addition2025-12-312026-02-17 SUSA ISHARES TR40 sharesnew addition2025-12-312026-02-17 DFIV DIMENSIONAL ETF TRUST99 sharesnew addition2025-12-312026-02-17 IAT ISHARES TR59 shares0.00%2025-12-312026-02-17 EWT ISHARES INC37 sharesnew addition2025-12-312026-02-17 VHT VANGUARD WORLD FD4 shares0.00%2025-12-312026-02-17 GAL SSGA ACTIVE ETF TR7 sharesnew addition2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available