The Analysis of Austin Private Wealth, LLC's Holdings

Currently, Austin Private Wealth, LLC holds 265 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in IVE (+91.7K shares, valued at $19.5M), AVEM (+148.9K shares, valued at $11.5M), SPMO (+88.3K shares, valued at $10.5M); decreased their positions in QUAL (-144.7K shares, valued at $28.7M), N/A (-45.7K shares, valued at $4.4M), EFV (-59.3K shares, valued at $4.2M); initiated new positions in SYSB (+16.4K shares, valued at $1.5M), SPLB (+64.2K shares, valued at $1.4M), OEF (+1.7K shares, valued at $577.7K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYM SPDR SERIES TRUST1.1M shares1.91%2025-12-312026-01-20

DYNF BLACKROCK ETF TRUST1.2M shares2.24%2025-12-312026-01-20

IVE ISHARES TR329.7K shares38.55%2025-12-312026-01-20

IVW ISHARES TR482.7K shares0.85%2025-12-312026-01-20

XLG INVESCO EXCHANGE TRADED FD T985.9K shares2.11%2025-12-312026-01-20

EFV ISHARES TR660.8K shares-8.24%2025-12-312026-01-20

VONE VANGUARD SCOTTSDALE FDS130.7K shares-3.41%2025-12-312026-01-20

IEMG ISHARES INC572.4K shares1.77%2025-12-312026-01-20

Sponsored

TFI SPDR SERIES TRUST835.8K shares15.25%2025-12-312026-01-20

SPDW SPDR INDEX SHS FDS798.4K shares23.64%2025-12-312026-01-20

QUAL ISHARES TR176.2K shares-45.09%2025-12-312026-01-20

SPY SPDR S&P 500 ETF TR49.6K shares2.24%2025-12-312026-01-20

SPMO INVESCO EXCH TRADED FD TR II239.0K shares58.55%2025-12-312026-01-20

THRO BLACKROCK ETF TRUST738.5K shares3.13%2025-12-312026-01-20

BAI BLACKROCK ETF TRUST845.4K shares4.58%2025-12-312026-01-20

SCHZ SCHWAB STRATEGIC TR1.1M shares-5.43%2025-12-312026-01-20

Sponsored

AVEM AMERICAN CENTY ETF TR300.8K shares98.05%2025-12-312026-01-20

XTEN BONDBLOXX ETF TRUST499.8K shares-7.18%2025-12-312026-01-20

IUSB ISHARES TR483.0K shares3.72%2025-12-312026-01-20

XLSR SSGA ACTIVE TR342.4K shares2.93%2025-12-312026-01-20

SPEM SPDR INDEX SHS FDS419.0K shares3.39%2025-12-312026-01-20

IWB ISHARES TR51.4K shares-5.31%2025-12-312026-01-20

AAPL APPLE INC65.3K shares-3.99%2025-12-312026-01-20

VEA VANGUARD TAX-MANAGED FDS258.2K shares-6.58%2025-12-312026-01-20

Sponsored

MBB ISHARES TR157.9K shares1.94%2025-12-312026-01-20

SPSM SPDR SERIES TRUST303.7K shares-11.80%2025-12-312026-01-20

NVDA NVIDIA CORPORATION75.8K shares1.10%2025-12-312026-01-20

SHLD GLOBAL X FDS213.8K shares6.24%2025-12-312026-01-20

DFAC DIMENSIONAL ETF TRUST333.0K shares4.23%2025-12-312026-01-20

VWO VANGUARD INTL EQUITY INDEX F240.2K shares-4.85%2025-12-312026-01-20

SPTL SPDR SERIES TRUST480.3K shares97.68%2025-12-312026-01-20

GLDM WORLD GOLD TR142.9K shares-8.15%2025-12-312026-01-20

Sponsored

FISR SSGA ACTIVE TR448.8K shares88.81%2025-12-312026-01-20

MSFT MICROSOFT CORP24.0K shares-1.56%2025-12-312026-01-20

IAGG ISHARES TR226.2K shares0.94%2025-12-312026-01-20

BINC BLACKROCK ETF TRUST II213.5K shares2.03%2025-12-312026-01-20

SPMD SPDR SERIES TRUST172.8K shares6.47%2025-12-312026-01-20

EMHC SPDR SERIES TRUST332.9K shares9.60%2025-12-312026-01-20

CERY SPDR SERIES TRUST294.9K shares-21.12%2025-12-312026-01-20

BROADCOM INC BROADCOM INC22.4K shares4.27%2025-12-312026-01-20

Sponsored

SRLN SSGA ACTIVE ETF TR181.6K shares11.40%2025-12-312026-01-20

ALPHABET INC ALPHABET INC22.8K shares-2.92%2025-12-312026-01-20

AMZN AMAZON COM INC29.8K shares-5.17%2025-12-312026-01-20

GWX SPDR INDEX SHS FDS159.5K shares2.94%2025-12-312026-01-20

ALPHABET INC ALPHABET INC19.6K shares-5.49%2025-12-312026-01-20

EFG ISHARES TR50.2K shares-41.13%2025-12-312026-01-20

VTWO VANGUARD SCOTTSDALE FDS55.4K shares-3.02%2025-12-312026-01-20

GLD SPDR GOLD TR12.9K shares-4.74%2025-12-312026-01-20

Sponsored

IVV ISHARES TR7.0K shares38.43%2025-12-312026-01-20

TIPX SPDR SERIES TRUST234.5K shares14.28%2025-12-312026-01-20

XOM EXXON MOBIL CORP36.6K shares-1.97%2025-12-312026-01-20

EBND SPDR SERIES TRUST205.9K shares10.81%2025-12-312026-01-20

SCZ ISHARES TR52.6K shares-9.65%2025-12-312026-01-20

META META PLATFORMS INC5.8K shares1.63%2025-12-312026-01-20

MUB ISHARES TR35.1K shares-30.99%2025-12-312026-01-20

RWO SPDR INDEX SHS FDS75.9K shares9.32%2025-12-312026-01-20

Sponsored

DUHP DIMENSIONAL ETF TRUST87.0K shares3.99%2025-12-312026-01-20

DFSV DIMENSIONAL ETF TRUST100.4K shares3.10%2025-12-312026-01-20

EMB ISHARES TR33.6K shares2.02%2025-12-312026-01-20

DFIC DIMENSIONAL ETF TRUST91.1K shares3.06%2025-12-312026-01-20

JPM JPMORGAN CHASE & CO.9.7K shares-5.12%2025-12-312026-01-20

DFSD DIMENSIONAL ETF TRUST55.5K shares12.48%2025-12-312026-01-20

WMT WALMART INC23.6K shares1.54%2025-12-312026-01-20

DFCF DIMENSIONAL ETF TRUST60.1K shares12.70%2025-12-312026-01-20

Sponsored

DFGX DIMENSIONAL ETF TRUST47.7K shares13.35%2025-12-312026-01-20

FNDX SCHWAB STRATEGIC TR91.1K shares-0.65%2025-12-312026-01-20

LCTU BLACKROCK ETF TRUST33.3K shares-3.54%2025-12-312026-01-20

DGCB DIMENSIONAL ETF TRUST41.6K shares16.62%2025-12-312026-01-20

VTI VANGUARD INDEX FDS6.7K shares-8.59%2025-12-312026-01-20

DFGP DIMENSIONAL ETF TRUST41.0K shares8.60%2025-12-312026-01-20

SPHY SPDR SERIES TRUST90.0K shares11.46%2025-12-312026-01-20

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.9K shares9.05%2025-12-312026-01-20

Sponsored

JNJ JOHNSON & JOHNSON9.4K shares-2.09%2025-12-312026-01-20

GOVT ISHARES TR81.8K shares3.95%2025-12-312026-01-20

ESGU ISHARES TR12.1K shares-14.50%2025-12-312026-01-20

IBDR ISHARES TR74.4K shares0.42%2025-12-312026-01-20

ORCL ORACLE CORP9.3K shares0.27%2025-12-312026-01-20

SPDR SERIES TRUST SPDR SERIES TRUST17.4K shares-72.43%2025-12-312026-01-20

IBM INTERNATIONAL BUSINESS MACHS5.7K shares-1.01%2025-12-312026-01-20

IYW ISHARES TR8.3K shares-12.88%2025-12-312026-01-20

Sponsored

DSI ISHARES TR12.7K shares-3.31%2025-12-312026-01-20

V VISA INC4.6K shares-8.36%2025-12-312026-01-20

INVESCO QQQ TR INVESCO QQQ TR2.6K shares-5.39%2025-12-312026-01-20

CVX CHEVRON CORP NEW10.4K shares-4.55%2025-12-312026-01-20

SYSB ISHARES TR16.4K sharesnew addition2025-12-312026-01-20

IBDS ISHARES TR60.1K shares0.53%2025-12-312026-01-20

SPLB SPDR SERIES TRUST64.2K sharesnew addition2025-12-312026-01-20

IBTG ISHARES TR62.2K shares0.39%2025-12-312026-01-20

Sponsored

VIG VANGUARD SPECIALIZED FUNDS6.4K shares-0.36%2025-12-312026-01-20

TSLA TESLA INC3.1K shares-1.24%2025-12-312026-01-20

DFEM DIMENSIONAL ETF TRUST40.7K shares4.64%2025-12-312026-01-20

VANGUARD INDEX FDS VANGUARD INDEX FDS2.1K shares8.46%2025-12-312026-01-20

INTU INTUIT1.9K shares-1.47%2025-12-312026-01-20

PG PROCTER AND GAMBLE CO8.7K shares0.59%2025-12-312026-01-20

XLK SELECT SECTOR SPDR TR8.6K shares74.07%2025-12-312026-01-20

LLY ELI LILLY & CO1.2K shares4.73%2025-12-312026-01-20

Sponsored

AMD ADVANCED MICRO DEVICES INC5.7K shares11.23%2025-12-312026-01-20

CAT CATERPILLAR INC2.1K shares-4.76%2025-12-312026-01-20

USXF ISHARES TR20.5K shares-2.79%2025-12-312026-01-20

IBTH ISHARES TR51.2K shares0.56%2025-12-312026-01-20

CSX CSX CORP31.7K shares-0.93%2025-12-312026-01-20

IBDT ISHARES TR44.3K shares4.94%2025-12-312026-01-20

FNDE SCHWAB STRATEGIC TR30.7K shares0.00%2025-12-312026-01-20

WDAY WORKDAY INC5.1K shares-9.63%2025-12-312026-01-20

Sponsored

MERCK & CO INC MERCK & CO INC10.3K shares-2.66%2025-12-312026-01-20

DISV DIMENSIONAL ETF TRUST27.7K shares3.25%2025-12-312026-01-20

DIHP DIMENSIONAL ETF TRUST32.4K shares3.02%2025-12-312026-01-20

ABBV ABBVIE INC4.4K shares-7.81%2025-12-312026-01-20

HD HOME DEPOT INC2.8K shares3.78%2025-12-312026-01-20

COP CONOCOPHILLIPS10.3K shares-0.59%2025-12-312026-01-20

SUSC ISHARES TR41.2K shares-1.04%2025-12-312026-01-20

AMGN AMGEN INC2.9K shares0.17%2025-12-312026-01-20

Sponsored

UNH UNITEDHEALTH GROUP INC2.8K shares1.81%2025-12-312026-01-20

ESGE ISHARES INC21.0K shares15.39%2025-12-312026-01-20

BAC BANK AMERICA CORP16.0K shares-1.78%2025-12-312026-01-20

PH PARKER-HANNIFIN CORP986 shares-2.18%2025-12-312026-01-20

MCD MCDONALDS CORP2.7K shares-0.11%2025-12-312026-01-20

QCOM QUALCOMM INC4.8K shares-0.86%2025-12-312026-01-20

DELL DELL TECHNOLOGIES INC6.3K shares17.55%2025-12-312026-01-20

IBTI ISHARES TR35.0K shares0.42%2025-12-312026-01-20

Sponsored

PLTR PALANTIR TECHNOLOGIES INC4.4K shares-0.90%2025-12-312026-01-20

PEP PEPSICO INC5.4K shares6.05%2025-12-312026-01-20

WFC WELLS FARGO CO NEW8.3K shares-4.09%2025-12-312026-01-20

CSCO CISCO SYS INC9.9K shares-8.70%2025-12-312026-01-20

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.8K shares47.15%2025-12-312026-01-20

VXUS VANGUARD STAR FDS9.9K shares-1.43%2025-12-312026-01-20

PANW PALO ALTO NETWORKS INC4.0K shares-11.25%2025-12-312026-01-20

SPIN SSGA ACTIVE TR22.7K shares5.84%2025-12-312026-01-20

Sponsored

MA MASTERCARD INCORPORATED1.3K shares-6.41%2025-12-312026-01-20

NFLX NETFLIX INC7.8K shares730.59%2025-12-312026-01-20

SCHD SCHWAB STRATEGIC TR26.4K shares2.83%2025-12-312026-01-20

ICVT ISHARES TR7.3K shares14.60%2025-12-312026-01-20

NXPI NXP SEMICONDUCTORS N V3.2K shares-0.09%2025-12-312026-01-20

IBHG ISHARES TR30.4K shares0.42%2025-12-312026-01-20

FNDA SCHWAB STRATEGIC TR21.4K shares-5.26%2025-12-312026-01-20

MCK MCKESSON CORP811 shares-9.18%2025-12-312026-01-20

Sponsored

BLACKROCK INC BLACKROCK INC620 shares-4.32%2025-12-312026-01-20

RTX RTX CORPORATION3.6K shares-5.14%2025-12-312026-01-20

GS GOLDMAN SACHS GROUP INC747 shares30.59%2025-12-312026-01-20

ISHARES GOLD TR ISHARES GOLD TR8.1K shares-7.94%2025-12-312026-01-20

EMXC ISHARES INC9.0K shares-3.53%2025-12-312026-01-20

COST COSTCO WHSL CORP NEW755 shares-2.58%2025-12-312026-01-20

SPAB SPDR SERIES TRUST25.0K shares205.61%2025-12-312026-01-20

PRU PRUDENTIAL FINL INC5.7K shares3.48%2025-12-312026-01-20

Sponsored

SPTS SPDR SERIES TRUST21.7K shares19.42%2025-12-312026-01-20

EVUS ISHARES TR19.4K shares59.44%2025-12-312026-01-20

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.8K shares-1.23%2025-12-312026-01-20

USMV ISHARES TR6.5K shares11.99%2025-12-312026-01-20

PM PHILIP MORRIS INTL INC3.8K shares1.28%2025-12-312026-01-20

ELV ELEVANCE HEALTH INC FORMERLY1.7K shares-0.64%2025-12-312026-01-20

NOW SERVICENOW INC3.9K shares564.47%2025-12-312026-01-20

DE DEERE & CO1.3K shares0.32%2025-12-312026-01-20

Sponsored

MET METLIFE INC7.4K shares3.46%2025-12-312026-01-20

EAGG ISHARES TR12.1K shares-4.26%2025-12-312026-01-20

OEF ISHARES TR1.7K sharesnew addition2025-12-312026-01-20

KO COCA COLA CO8.1K shares-1.05%2025-12-312026-01-20

IBDU ISHARES TR23.8K shares-3.99%2025-12-312026-01-20

IBHH ISHARES TR23.0K shares0.26%2025-12-312026-01-20

BIV VANGUARD BD INDEX FDS6.9K shares-72.92%2025-12-312026-01-20

SUB ISHARES TR5.0K shares-36.91%2025-12-312026-01-20

Sponsored

SPSB SPDR SERIES TRUST17.5K shares18.60%2025-12-312026-01-20

VZ VERIZON COMMUNICATIONS INC12.9K shares4.35%2025-12-312026-01-20

LMT LOCKHEED MARTIN CORP1.1K shares0.65%2025-12-312026-01-20

T AT&T INC20.8K shares-14.46%2025-12-312026-01-20

TXN TEXAS INSTRS INC2.9K shares-12.33%2025-12-312026-01-20

IBHF ISHARES TR21.9K shares10.22%2025-12-312026-01-20

DFGR DIMENSIONAL ETF TRUST19.0K shares4.49%2025-12-312026-01-20

PLD PROLOGIS INC.3.9K shares10.96%2025-12-312026-01-20

Sponsored

IJH ISHARES TR7.5K shares0.00%2025-12-312026-01-20

VEU VANGUARD INTL EQUITY INDEX F6.7K shares-10.18%2025-12-312026-01-20

MS MORGAN STANLEY2.8K shares-3.38%2025-12-312026-01-20

CMI CUMMINS INC913 shares-4.20%2025-12-312026-01-20

CRM SALESFORCE INC1.8K shares-42.70%2025-12-312026-01-20

LAM RESEARCH CORP LAM RESEARCH CORP2.7K shares-1.99%2025-12-312026-01-20

DHR DANAHER CORPORATION2.0K shares-0.59%2025-12-312026-01-20

SO SOUTHERN CO5.3K shares2.64%2025-12-312026-01-20

Sponsored

DEHP DIMENSIONAL ETF TRUST14.1K shares0.50%2025-12-312026-01-20

VUG VANGUARD INDEX FDS930 shares-2.72%2025-12-312026-01-20

DFEV DIMENSIONAL ETF TRUST13.4K shares0.63%2025-12-312026-01-20

IBTJ ISHARES TR20.5K shares-4.05%2025-12-312026-01-20

BK BANK NEW YORK MELLON CORP3.9K shares-1.57%2025-12-312026-01-20

AJG GALLAGHER ARTHUR J & CO1.7K shares12.31%2025-12-312026-01-20

AVLV AMERICAN CENTY ETF TR5.9K shares-11.28%2025-12-312026-01-20

MEDTRONIC PLC MEDTRONIC PLC4.5K shares-2.02%2025-12-312026-01-20

Sponsored

SHOP SHOPIFY INC2.6K shares3.92%2025-12-312026-01-20

PSX PHILLIPS 663.3K shares12.72%2025-12-312026-01-20

RWR SPDR SERIES TRUST4.3K shares-1.77%2025-12-312026-01-20

LINDE PLC LINDE PLC993 shares-4.24%2025-12-312026-01-20

KMI KINDER MORGAN INC DEL15.2K shares2.05%2025-12-312026-01-20

VXF VANGUARD INDEX FDS2.0K shares-25.48%2025-12-312026-01-20

USB US BANCORP DEL7.7K shares-0.65%2025-12-312026-01-20

FITB FIFTH THIRD BANCORP8.7K shares2.70%2025-12-312026-01-20

Sponsored

WPC WP CAREY INC6.3K shares-17.86%2025-12-312026-01-20

TSM TAIWAN SEMICONDUCTOR MFG LTD1.3K shares61.12%2025-12-312026-01-20

GII SPDR INDEX SHS FDS5.6K shares11.12%2025-12-312026-01-20

VTV VANGUARD INDEX FDS2.0K shares-1.64%2025-12-312026-01-20

PFE PFIZER INC15.6K shares1.20%2025-12-312026-01-20

BDX BECTON DICKINSON & CO2.0K shares1.68%2025-12-312026-01-20

AFL AFLAC INC3.5K shares-36.55%2025-12-312026-01-20

EPD ENTERPRISE PRODS PARTNERS L12.0K shares0.00%2025-12-312026-01-20

Sponsored

THE CIGNA GROUP THE CIGNA GROUP1.4K shares9.60%2025-12-312026-01-20

TJX TJX COS INC NEW2.4K shares-1.49%2025-12-312026-01-20

APH AMPHENOL CORP NEW2.8K shares4.70%2025-12-312026-01-20

SCHW SCHWAB CHARLES CORP3.7K shares24.12%2025-12-312026-01-20

ESGD ISHARES TR3.9K shares-15.50%2025-12-312026-01-20

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC1.6K shares-17.86%2025-12-312026-01-20

CYBR CYBERARK SOFTWARE LTD812 shares-1.46%2025-12-312026-01-20

ISRG INTUITIVE SURGICAL INC614 shares-3.76%2025-12-312026-01-20

Sponsored

LCTD BLACKROCK ETF TRUST6.2K shares-23.16%2025-12-312026-01-20

CITIGROUP INC CITIGROUP INC2.9K shares-6.18%2025-12-312026-01-20

NSC NORFOLK SOUTHN CORP1.2K shares0.00%2025-12-312026-01-20

MO ALTRIA GROUP INC5.8K shares3.13%2025-12-312026-01-20

AOM ISHARES TR7.0K shares0.00%2025-12-312026-01-20

LAMR LAMAR ADVERTISING CO NEW2.5K shares3.00%2025-12-312026-01-20

AEP AMERICAN ELEC PWR CO INC2.7K shares-0.07%2025-12-312026-01-20

PEG PUBLIC SVC ENTERPRISE GRP IN3.8K shares4.88%2025-12-312026-01-20

Sponsored

PYPL PAYPAL HLDGS INC5.3K shares-17.90%2025-12-312026-01-20

ADP AUTOMATIC DATA PROCESSING IN1.2K shares2.69%2025-12-312026-01-20

SPTI SPDR SERIES TRUST10.5K shares7.61%2025-12-312026-01-20

ITW ILLINOIS TOOL WKS INC1.2K shares-2.17%2025-12-312026-01-20

ASML ASML HOLDING N V276 shares-3.83%2025-12-312026-01-20

CWB SPDR SERIES TRUST3.3K shares6.18%2025-12-312026-01-20

LHX L3HARRIS TECHNOLOGIES INC996 shares-1.68%2025-12-312026-01-20

ABT ABBOTT LABS2.3K shares-1.02%2025-12-312026-01-20

Sponsored

IBIC ISHARES TR11.4K shares0.00%2025-12-312026-01-20

PNC PNC FINL SVCS GROUP INC1.4K shares-2.00%2025-12-312026-01-20

AMAT APPLIED MATLS INC1.1K shares-34.01%2025-12-312026-01-20

CMCSA COMCAST CORP NEW9.4K shares8.42%2025-12-312026-01-20

XEL XCEL ENERGY INC3.7K shares-0.53%2025-12-312026-01-20

MU MICRON TECHNOLOGY INC951 shares-35.96%2025-12-312026-01-20

ITA ISHARES TR1.3K sharesnew addition2025-12-312026-01-20

UBER UBER TECHNOLOGIES INC3.3K shares2.96%2025-12-312026-01-20

Sponsored

EME EMCOR GROUP INC437 shares3.55%2025-12-312026-01-20

DWX SPDR INDEX SHS FDS6.0K shares10.26%2025-12-312026-01-20

WMB WILLIAMS COS INC4.3K shares-0.09%2025-12-312026-01-20

PSK SPDR SERIES TRUST8.2K shares16.06%2025-12-312026-01-20

IBDV ISHARES TR11.7K shares10.74%2025-12-312026-01-20

LUV SOUTHWEST AIRLS CO6.1K sharesnew addition2025-12-312026-01-20

VB VANGUARD INDEX FDS974 shares3.18%2025-12-312026-01-20

FTNT FORTINET INC3.2K shares-0.91%2025-12-312026-01-20

Sponsored

UNP UNION PAC CORP1.1K shares-5.01%2025-12-312026-01-20

IBHI ISHARES TR10.3K shares-1.73%2025-12-312026-01-20

BA BOEING CO1.1K shares-3.96%2025-12-312026-01-20

EFA ISHARES TR2.5K shares13.14%2025-12-312026-01-20

OBDC BLUE OWL CAPITAL CORPORATION19.0K shares8.66%2025-12-312026-01-20

GE AEROSPACE GE AEROSPACE736 shares-6.48%2025-12-312026-01-20

CW CURTISS WRIGHT CORP411 shares-1.91%2025-12-312026-01-20

INTA INTAPP INC4.9K sharesnew addition2025-12-312026-01-20

Sponsored

IWO ISHARES TR683 shares0.00%2025-12-312026-01-20

IWM ISHARES TR889 shares-13.77%2025-12-312026-01-20

ADBE ADOBE INC623 shares-11.51%2025-12-312026-01-20

IBND SPDR SERIES TRUST6.8K shares7.43%2025-12-312026-01-20

TLH ISHARES TR2.1K sharesnew addition2025-12-312026-01-20

SCHF SCHWAB STRATEGIC TR9.0K shares0.00%2025-12-312026-01-20

JBTM JBT MAREL CORPORATION1.4K shares-1.45%2025-12-312026-01-20

FIRST CTZNS BANCSHARES INC D FIRST CTZNS BANCSHARES INC D98 sharesnew addition2025-12-312026-01-20

Sponsored

SPYD SPDR SERIES TRUST4.8K sharesnew addition2025-12-312026-01-20

LOW LOWES COS INC868 shares-14.31%2025-12-312026-01-20

SCHX SCHWAB STRATEGIC TR7.6K shares-4.64%2025-12-312026-01-20

TLT ISHARES TR2.3K shares-58.93%2025-12-312026-01-20

HEFA ISHARES TR4.9K sharesnew addition2025-12-312026-01-20

CRWD CROWDSTRIKE HLDGS INC408 shares1.49%2025-12-312026-01-20

WT WISDOMTREE INC12.1K shares2.14%2025-12-312026-01-20

ZS ZSCALER INC596 sharesnew addition2025-12-312026-01-20

Sponsored

IBIT ISHARES BITCOIN TRUST ETF1.9K shares5.93%2025-12-312026-01-20

Call Option Holdings

ALPHABET INC Call CallALPHABET INC4.5K shares66.67%2025-12-312026-01-20

AMD Call CallADVANCED MICRO DEVICES INC4.5K shares200.00%2025-12-312026-01-20

MU Call CallMICRON TECHNOLOGY INC3.3K shares120.00%2025-12-312026-01-20

JPM Call CallJPMORGAN CHASE & CO.2.7K shares42.11%2025-12-312026-01-20

GS Call CallGOLDMAN SACHS GROUP INC900 shares50.00%2025-12-312026-01-20

LAM RESEARCH CORP Call CallLAM RESEARCH CORP4.5K shares12.50%2025-12-312026-01-20

TSM Call CallTAIWAN SEMICONDUCTOR MFG LTD2.2K shares-12.00%2025-12-312026-01-20

NVDA Call CallNVIDIA CORPORATION3.0K shares-40.00%2025-12-312026-01-20

META Call CallMETA PLATFORMS INC800 shares60.00%2025-12-312026-01-20

AMZN Call CallAMAZON COM INC2.0K shares100.00%2025-12-312026-01-20

BROADCOM INC Call CallBROADCOM INC1.0K shares42.86%2025-12-312026-01-20

ORCL Call CallORACLE CORP1.7K shares-39.29%2025-12-312026-01-20

MS Call CallMORGAN STANLEY1.5K shares0.00%2025-12-312026-01-20

AMAT Call CallAPPLIED MATLS INC1.0K shares-50.00%2025-12-312026-01-20

BA Call CallBOEING CO1.0K sharesnew addition2025-12-312026-01-20

QCOM Call CallQUALCOMM INC1.0K shares0.00%2025-12-312026-01-20

BAC Call CallBANK AMERICA CORP3.0K shares0.00%2025-12-312026-01-20

DELL Call CallDELL TECHNOLOGIES INC1.2K shares140.00%2025-12-312026-01-20

IBIT Call CallISHARES BITCOIN TRUST ETF3.0K shares50.00%2025-12-312026-01-20

TSLA Call CallTESLA INC300 sharesnew addition2025-12-312026-01-20

IWM Call CallISHARES TR500 shares0.00%2025-12-312026-01-20

CITIGROUP INC Call CallCITIGROUP INC1.0K shares0.00%2025-12-312026-01-20

LLY Call CallELI LILLY & CO100 shares0.00%2025-12-312026-01-20

ASML Call CallASML HOLDING N V100 shares0.00%2025-12-312026-01-20

TXN Call CallTEXAS INSTRS INC600 shares-53.85%2025-12-312026-01-20

AMGN Call CallAMGEN INC300 sharesnew addition2025-12-312026-01-20

CRWD Call CallCROWDSTRIKE HLDGS INC200 shares-33.33%2025-12-312026-01-20

WFC Call CallWELLS FARGO CO NEW1.0K sharesnew addition2025-12-312026-01-20

ZS Call CallZSCALER INC300 sharesnew addition2025-12-312026-01-20

IBM Call CallINTERNATIONAL BUSINESS MACHS200 shares0.00%2025-12-312026-01-20

HD Call CallHOME DEPOT INC100 shares0.00%2025-12-312026-01-20

UNH Call CallUNITEDHEALTH GROUP INC100 shares-50.00%2025-12-312026-01-20

Put Option Holdings

MU Put PutMICRON TECHNOLOGY INC500 sharesnew addition2025-12-312026-01-20