The Analysis of Avantax Planning Partners, Inc.'s Holdings
Currently, Avantax Planning Partners, Inc. holds 437 types of securities in its portfolio with a total value $3.6B. In the most recent quarter, they have increased their positions in SCHF (+521.2K shares, valued at $12.5M), SCHD (+366.5K shares, valued at $10.1M), SCHZ (+264.3K shares, valued at $6.2M); decreased their positions in DFAC (-114.2K shares, valued at $4.5M), SCHG (-123.8K shares, valued at $4.0M), CWI (-101.4K shares, valued at $3.6M); initiated new positions in N/A (+353.8K shares, valued at $5.3M), VT (+3.5K shares, valued at $500.2K), BSMS (+21.2K shares, valued at $497.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHG SCHWAB STRATEGIC TR14.9M shares-0.82%2025-12-312026-02-05
SCHV SCHWAB STRATEGIC TR10.2M shares1.07%2025-12-312026-02-05 SCHD SCHWAB STRATEGIC TR10.1M shares3.76%2025-12-312026-02-05 SCHZ SCHWAB STRATEGIC TR7.4M shares3.68%2025-12-312026-02-05 SCHF SCHWAB STRATEGIC TR7.2M shares7.81%2025-12-312026-02-05 JPIB J P MORGAN EXCHANGE TRADED F2.3M shares3.49%2025-12-312026-02-05 SPTL SPDR SERIES TRUST4.2M shares4.04%2025-12-312026-02-05 AVUV AMERICAN CENTY ETF TR858.8K shares3.25%2025-12-312026-02-05 AVEM AMERICAN CENTY ETF TR1.1M shares5.55%2025-12-312026-02-05 CWI SPDR INDEX SHS FDS2.3M shares-4.29%2025-12-312026-02-05 JCPB J P MORGAN EXCHANGE TRADED F1.6M shares2.80%2025-12-312026-02-05 MDYV SPDR SERIES TRUST893.4K shares7.09%2025-12-312026-02-05 JMUB J P MORGAN EXCHANGE TRADED F1.3M shares7.86%2025-12-312026-02-05 MUB ISHARES TR502.7K shares9.57%2025-12-312026-02-05 VIG VANGUARD SPECIALIZED FUNDS225.3K shares-3.94%2025-12-312026-02-05 FMB FIRST TR EXCH TRADED FD III854.4K shares-5.06%2025-12-312026-02-05 HYMB SPDR SERIES TRUST1.7M shares-2.57%2025-12-312026-02-05 AAPL APPLE INC147.1K shares-0.74%2025-12-312026-02-05 IDOG ALPS ETF TR942.8K shares-2.32%2025-12-312026-02-05 IWF ISHARES TR72.1K shares-8.42%2025-12-312026-02-05 VXUS VANGUARD STAR FDS447.5K shares-4.72%2025-12-312026-02-05 SPYV SPDR SERIES TRUST540.0K shares-4.08%2025-12-312026-02-05 SLYG SPDR SERIES TRUST317.3K shares8.58%2025-12-312026-02-05 MDYG SPDR SERIES TRUST288.5K shares17.54%2025-12-312026-02-05 IVW ISHARES TR186.1K shares-2.14%2025-12-312026-02-05 JEPI J P MORGAN EXCHANGE TRADED F385.6K shares-0.82%2025-12-312026-02-05 MSFT MICROSOFT CORP41.6K shares-9.69%2025-12-312026-02-05 VIGI VANGUARD WHITEHALL FDS193.0K shares-1.53%2025-12-312026-02-05 NVDA NVIDIA CORPORATION94.2K shares0.29%2025-12-312026-02-05 IWO ISHARES TR54.1K shares0.26%2025-12-312026-02-05 SLYV SPDR SERIES TRUST188.4K shares-4.19%2025-12-312026-02-05 JPM JPMORGAN CHASE & CO.51.2K shares-0.97%2025-12-312026-02-05 BROADCOM INC BROADCOM INC47.0K shares-1.01%2025-12-312026-02-05 VTEI VANGUARD MUN BD FDS160.0K shares-5.33%2025-12-312026-02-05 IWP ISHARES TR114.4K shares-2.22%2025-12-312026-02-05 VBK VANGUARD INDEX FDS51.0K shares-6.53%2025-12-312026-02-05 DFAE DIMENSIONAL ETF TRUST467.8K shares-4.92%2025-12-312026-02-05 IWS ISHARES TR107.4K shares-3.88%2025-12-312026-02-05 DFSV DIMENSIONAL ETF TRUST420.4K shares0.01%2025-12-312026-02-05 ABBV ABBVIE INC57.6K shares-0.44%2025-12-312026-02-05 VOT VANGUARD INDEX FDS45.8K shares-4.76%2025-12-312026-02-05 KO COCA COLA CO180.3K shares1.06%2025-12-312026-02-05 MUNI PIMCO ETF TR228.1K shares-7.96%2025-12-312026-02-05 DFAC DIMENSIONAL ETF TRUST301.4K shares-27.48%2025-12-312026-02-05 AMZN AMAZON COM INC51.0K shares1.39%2025-12-312026-02-05 DON WISDOMTREE TR227.2K shares-2.33%2025-12-312026-02-05 VWO VANGUARD INTL EQUITY INDEX F217.4K shares-18.14%2025-12-312026-02-05 FAST FASTENAL CO282.7K shares1.32%2025-12-312026-02-05 DE DEERE & CO23.9K shares0.75%2025-12-312026-02-05 CSCO CISCO SYS INC144.3K shares-0.80%2025-12-312026-02-05 IBM INTERNATIONAL BUSINESS MACHS37.0K shares-1.70%2025-12-312026-02-05 XOM EXXON MOBIL CORP89.2K shares2.13%2025-12-312026-02-05 HD HOME DEPOT INC31.2K shares2.40%2025-12-312026-02-05 IEMG ISHARES INC154.9K shares-4.48%2025-12-312026-02-05 SPY SPDR S&P 500 ETF TR14.9K shares-0.73%2025-12-312026-02-05 AMGN AMGEN INC31.0K shares1.75%2025-12-312026-02-05 VYM VANGUARD WHITEHALL FDS70.3K shares2.77%2025-12-312026-02-05 JNJ JOHNSON & JOHNSON48.5K shares-0.90%2025-12-312026-02-05 CVX CHEVRON CORP NEW64.9K shares0.52%2025-12-312026-02-05 VOE VANGUARD INDEX FDS53.3K shares-1.83%2025-12-312026-02-05 LMT LOCKHEED MARTIN CORP19.3K shares-0.29%2025-12-312026-02-05 TLH ISHARES TR91.1K shares-0.60%2025-12-312026-02-05 COST COSTCO WHSL CORP NEW10.7K shares126.19%2025-12-312026-02-05 VZ VERIZON COMMUNICATIONS INC221.2K shares3.44%2025-12-312026-02-05 PEP PEPSICO INC62.6K shares11.22%2025-12-312026-02-05 TXN TEXAS INSTRS INC51.6K shares1.18%2025-12-312026-02-05 HYD VANECK ETF TRUST167.6K shares-15.21%2025-12-312026-02-05 BIV VANGUARD BD INDEX FDS107.1K shares-3.14%2025-12-312026-02-05 AGG ISHARES TR81.0K shares-4.53%2025-12-312026-02-05 ALPHABET INC ALPHABET INC25.5K shares-1.01%2025-12-312026-02-05 VTV VANGUARD INDEX FDS41.1K shares-1.82%2025-12-312026-02-05 VTEB VANGUARD MUN BD FDS148.4K shares-4.58%2025-12-312026-02-05 JPEM J P MORGAN EXCHANGE TRADED F122.5K shares-1.72%2025-12-312026-02-05 PG PROCTER AND GAMBLE CO51.5K shares-2.18%2025-12-312026-02-05 VLO VALERO ENERGY CORP45.3K shares-1.44%2025-12-312026-02-05 TSLA TESLA INC16.0K shares0.63%2025-12-312026-02-05 EFV ISHARES TR96.1K shares-6.34%2025-12-312026-02-05 MO ALTRIA GROUP INC117.0K shares1.62%2025-12-312026-02-05 LLY ELI LILLY & CO6.1K shares0.28%2025-12-312026-02-05 PFE PFIZER INC253.9K shares5.10%2025-12-312026-02-05 HMOP HARTFORD FDS EXCHANGE TRADED159.8K shares-2.06%2025-12-312026-02-05 BAC BANK AMERICA CORP111.1K shares-0.36%2025-12-312026-02-05 UPS UNITED PARCEL SERVICE INC59.9K shares25.15%2025-12-312026-02-05 IWN ISHARES TR32.1K shares-0.16%2025-12-312026-02-05 SUB ISHARES TR52.2K shares-11.75%2025-12-312026-02-05 MCD MCDONALDS CORP18.0K shares-0.56%2025-12-312026-02-05 USB US BANCORP DEL91.5K shares1.51%2025-12-312026-02-05 META META PLATFORMS INC6.6K shares-11.14%2025-12-312026-02-05 EOG EOG RES INC40.5K shares6.48%2025-12-312026-02-05 V VISA INC11.9K shares5.60%2025-12-312026-02-05 MMIT NEW YORK LIFE INVTS ACTIVE E171.5K shares-9.87%2025-12-312026-02-05 QCOM QUALCOMM INC23.8K shares-1.45%2025-12-312026-02-05 BMY BRISTOL-MYERS SQUIBB CO74.5K shares7.30%2025-12-312026-02-05 CASY CASEYS GEN STORES INC7.2K shares75.41%2025-12-312026-02-05 CAT CATERPILLAR INC6.8K shares8.10%2025-12-312026-02-05 MTB M & T BK CORP19.4K shares1.83%2025-12-312026-02-05 XYLD GLOBAL X FDS91.3K shares0.80%2025-12-312026-02-05 ORCL ORACLE CORP19.0K shares5.91%2025-12-312026-02-05 EEM ISHARES TR66.8K shares-7.99%2025-12-312026-02-05 VTI VANGUARD INDEX FDS10.8K shares-0.28%2025-12-312026-02-05 SPYM SPDR SERIES TRUST45.0K shares0.00%2025-12-312026-02-05 VLUE ISHARES TR25.7K shares-11.77%2025-12-312026-02-05 WMT WALMART INC31.0K shares7.58%2025-12-312026-02-05 SO SOUTHERN CO38.8K shares-1.72%2025-12-312026-02-05 OKE ONEOK INC NEW45.5K shares16.01%2025-12-312026-02-05 SLDE SLIDE INS HLDGS INC168.4K shares812.56%2025-12-312026-02-05 VBR VANGUARD INDEX FDS15.2K shares-14.87%2025-12-312026-02-05 PFG PRINCIPAL FINANCIAL GROUP IN35.4K shares-1.69%2025-12-312026-02-05 XLK SELECT SECTOR SPDR TR21.6K shares118.78%2025-12-312026-02-05 TJX TJX COS INC NEW20.0K shares-0.04%2025-12-312026-02-05 ALPHABET INC ALPHABET INC9.7K shares1.93%2025-12-312026-02-05 TMO THERMO FISHER SCIENTIFIC INC5.1K shares-2.65%2025-12-312026-02-05 GLD SPDR GOLD TR7.4K shares11.74%2025-12-312026-02-05 COP CONOCOPHILLIPS31.0K shares-0.72%2025-12-312026-02-05 VEA VANGUARD TAX-MANAGED FDS45.2K shares-2.50%2025-12-312026-02-05 BND VANGUARD BD INDEX FDS37.9K shares-1.98%2025-12-312026-02-05 KMB KIMBERLY-CLARK CORP26.8K shares6.91%2025-12-312026-02-05 AMD ADVANCED MICRO DEVICES INC12.1K shares-0.68%2025-12-312026-02-05 ABT ABBOTT LABS19.3K shares-19.50%2025-12-312026-02-05 DHS WISDOMTREE TR22.6K shares-1.03%2025-12-312026-02-05 AMAT APPLIED MATLS INC8.9K shares-0.03%2025-12-312026-02-05 IDV ISHARES TR55.4K shares-4.30%2025-12-312026-02-05 IWD ISHARES TR9.9K shares-0.16%2025-12-312026-02-05 UNH UNITEDHEALTH GROUP INC6.0K shares3.07%2025-12-312026-02-05 UCON FIRST TR EXCHNG TRADED FD VI77.6K shares-0.30%2025-12-312026-02-05 PGX INVESCO EXCH TRADED FD TR II170.3K shares-2.55%2025-12-312026-02-05 IJK ISHARES TR19.6K shares-7.80%2025-12-312026-02-05 ADM ARCHER DANIELS MIDLAND CO32.9K shares-5.38%2025-12-312026-02-05 PSX PHILLIPS 6614.4K shares-2.65%2025-12-312026-02-05 LNT ALLIANT ENERGY CORP28.1K shares10.12%2025-12-312026-02-05 LINDE PLC LINDE PLC4.3K shares3.98%2025-12-312026-02-05 BKH BLACK HILLS CORP25.8K shares-11.56%2025-12-312026-02-05 PH PARKER-HANNIFIN CORP2.0K shares-0.40%2025-12-312026-02-05 VYMI VANGUARD WHITEHALL FDS19.6K shares0.72%2025-12-312026-02-05 ADBE ADOBE INC5.0K shares10.57%2025-12-312026-02-05 PM PHILIP MORRIS INTL INC10.9K shares1.04%2025-12-312026-02-05 FPE FIRST TR EXCH TRADED FD III95.3K shares-3.35%2025-12-312026-02-05 IWM ISHARES TR7.0K shares-0.93%2025-12-312026-02-05 VGT VANGUARD WORLD FD2.3K shares-35.67%2025-12-312026-02-05 IVE ISHARES TR7.9K shares-0.73%2025-12-312026-02-05 CRM SALESFORCE INC6.2K shares3.11%2025-12-312026-02-05 SUSA ISHARES TR11.8K shares-3.80%2025-12-312026-02-05 WSBC WESBANCO INC48.4K shares-0.24%2025-12-312026-02-05 PLTR PALANTIR TECHNOLOGIES INC9.0K shares1.80%2025-12-312026-02-05 BKNG BOOKING HOLDINGS INC299 shares7.55%2025-12-312026-02-05 ROK ROCKWELL AUTOMATION INC4.1K shares-6.24%2025-12-312026-02-05 MCK MCKESSON CORP1.9K shares0.05%2025-12-312026-02-05 NFLX NETFLIX INC16.2K shares977.92%2025-12-312026-02-05 BRK.A BERKSHIRE HATHAWAY INC DEL2 shares100.00%2025-12-312026-02-05 NEE NEXTERA ENERGY INC18.4K shares-0.35%2025-12-312026-02-05 WK WORKIVA INC16.6K shares0.00%2025-12-312026-02-05 SDY SPDR SERIES TRUST10.3K shares0.09%2025-12-312026-02-05 MA MASTERCARD INCORPORATED2.5K shares19.35%2025-12-312026-02-05 GPC GENUINE PARTS CO11.6K shares-4.32%2025-12-312026-02-05 SCHB SCHWAB STRATEGIC TR53.5K shares-0.87%2025-12-312026-02-05 RTX RTX CORPORATION7.4K shares11.17%2025-12-312026-02-05 EPD ENTERPRISE PRODS PARTNERS L42.1K shares2.50%2025-12-312026-02-05 T AT&T INC53.6K shares3.07%2025-12-312026-02-05 IBTG ISHARES TR57.9K shares-0.01%2025-12-312026-02-05 JPIE J P MORGAN EXCHANGE TRADED F28.2K shares-4.21%2025-12-312026-02-05 MMM 3M CO8.1K shares-4.44%2025-12-312026-02-05 EMR EMERSON ELEC CO9.8K shares-2.10%2025-12-312026-02-05 IVV ISHARES TR1.9K shares8.58%2025-12-312026-02-05 NOW SERVICENOW INC8.2K shares458.98%2025-12-312026-02-05 UBER UBER TECHNOLOGIES INC15.4K shares13.28%2025-12-312026-02-05 IXUS ISHARES TR14.7K shares-26.11%2025-12-312026-02-05 IJH ISHARES TR17.9K shares-17.91%2025-12-312026-02-05 DFUS DIMENSIONAL ETF TRUST15.8K shares0.00%2025-12-312026-02-05 FTCS FIRST TR EXCHANGE-TRADED FD12.6K shares0.54%2025-12-312026-02-05 TGT TARGET CORP11.9K shares-10.73%2025-12-312026-02-05 SCHX SCHWAB STRATEGIC TR42.7K shares-1.06%2025-12-312026-02-05 VUG VANGUARD INDEX FDS2.4K shares-14.69%2025-12-312026-02-05 UNP UNION PAC CORP4.8K shares-5.65%2025-12-312026-02-05 ISRG INTUITIVE SURGICAL INC1.9K shares4.39%2025-12-312026-02-05 AVGE AMERICAN CENTY ETF TR12.7K shares22.53%2025-12-312026-02-05 MDY SPDR S&P MIDCAP 400 ETF TR1.8K shares-9.43%2025-12-312026-02-05 HYG ISHARES TR13.3K shares-0.94%2025-12-312026-02-05 EFA ISHARES TR11.2K shares-24.44%2025-12-312026-02-05 F FORD MTR CO81.6K shares-0.26%2025-12-312026-02-05 DFAX DIMENSIONAL ETF TRUST32.3K shares-27.06%2025-12-312026-02-05 TT TRANE TECHNOLOGIES PLC2.7K shares0.49%2025-12-312026-02-05 EFG ISHARES TR9.1K shares-0.21%2025-12-312026-02-05 INTU INTUIT1.5K shares11.68%2025-12-312026-02-05 CRWD CROWDSTRIKE HLDGS INC2.2K shares10.24%2025-12-312026-02-05 CHRW C H ROBINSON WORLDWIDE INC6.2K shares6.02%2025-12-312026-02-05 WFC WELLS FARGO CO NEW10.7K shares0.76%2025-12-312026-02-05 COWZ PACER FDS TR16.5K shares-2.21%2025-12-312026-02-05 DFUV DIMENSIONAL ETF TRUST21.1K shares0.00%2025-12-312026-02-05 PANW PALO ALTO NETWORKS INC5.2K shares7.64%2025-12-312026-02-05 AXP AMERICAN EXPRESS CO2.5K shares0.28%2025-12-312026-02-05 PRU PRUDENTIAL FINL INC8.2K shares-0.66%2025-12-312026-02-05 SCHA SCHWAB STRATEGIC TR32.2K shares-6.40%2025-12-312026-02-05 BA BOEING CO4.2K shares-2.25%2025-12-312026-02-05 VHT VANGUARD WORLD FD3.1K shares-51.65%2025-12-312026-02-05 FLEX FLEX LTD14.6K shares0.00%2025-12-312026-02-05 TSM TAIWAN SEMICONDUCTOR MFG LTD2.9K shares9.82%2025-12-312026-02-05 DHR DANAHER CORPORATION3.8K shares0.90%2025-12-312026-02-05 ADP AUTOMATIC DATA PROCESSING IN3.3K shares-40.13%2025-12-312026-02-05 SHM SPDR SERIES TRUST17.6K shares0.00%2025-12-312026-02-05 VFH VANGUARD WORLD FD6.3K shares13.60%2025-12-312026-02-05 ICOW PACER FDS TR21.3K shares0.01%2025-12-312026-02-05 DIS DISNEY WALT CO7.1K shares-9.46%2025-12-312026-02-05 ESGV VANGUARD WORLD FD6.6K shares-1.48%2025-12-312026-02-05 SLV ISHARES SILVER TR12.2K shares4.63%2025-12-312026-02-05 AVSC AMERICAN CENTY ETF TR13.0K shares-2.98%2025-12-312026-02-05 HUBBELL INC HUBBELL INC1.7K shares-20.71%2025-12-312026-02-05 IWV ISHARES TR2.0K shares0.10%2025-12-312026-02-05 VOX VANGUARD WORLD FD3.8K shares28.70%2025-12-312026-02-05 EXI ISHARES TR4.2K shares0.00%2025-12-312026-02-05 SYK STRYKER CORPORATION2.1K shares0.72%2025-12-312026-02-05 IBDR ISHARES TR29.2K shares-0.01%2025-12-312026-02-05 VO VANGUARD INDEX FDS2.4K shares-1.03%2025-12-312026-02-05 IGV ISHARES TR6.5K shares0.00%2025-12-312026-02-05 WM WASTE MGMT INC DEL3.1K shares0.23%2025-12-312026-02-05 CGGR CAPITAL GROUP GROWTH ETF15.0K shares0.05%2025-12-312026-02-05 HWM HOWMET AEROSPACE INC3.2K shares0.09%2025-12-312026-02-05 IYW ISHARES TR3.3K shares0.00%2025-12-312026-02-05 GE AEROSPACE GE AEROSPACE2.1K shares-0.33%2025-12-312026-02-05 SRE SEMPRA7.4K shares0.00%2025-12-312026-02-05 HON HONEYWELL INTL INC3.3K shares-0.09%2025-12-312026-02-05 PVAL PUTNAM ETF TRUST14.0K shares-0.33%2025-12-312026-02-05 XLE SELECT SECTOR SPDR TR14.3K shares137.56%2025-12-312026-02-05 IDEV ISHARES TR7.7K shares-31.41%2025-12-312026-02-05 NSC NORFOLK SOUTHN CORP2.2K shares0.14%2025-12-312026-02-05 MU MICRON TECHNOLOGY INC2.2K shares11.28%2025-12-312026-02-05 VIS VANGUARD WORLD FD2.0K shares-58.69%2025-12-312026-02-05 MPC MARATHON PETE CORP3.7K shares0.16%2025-12-312026-02-05 BIP BROOKFIELD INFRAST PARTNERS17.2K shares0.00%2025-12-312026-02-05 PNC PNC FINL SVCS GROUP INC2.9K shares-0.11%2025-12-312026-02-05 TRV TRAVELERS COMPANIES INC2.0K shares-5.78%2025-12-312026-02-05 CMF ISHARES TR10.3K shares-2.01%2025-12-312026-02-05 XLF SELECT SECTOR SPDR TR10.7K shares-10.28%2025-12-312026-02-05 STZ CONSTELLATION BRANDS INC4.3K shares0.00%2025-12-312026-02-05 IAPR INNOVATOR ETFS TRUST19.1K shares0.00%2025-12-312026-02-05 IJJ ISHARES TR4.4K shares-0.69%2025-12-312026-02-05 VDC VANGUARD WORLD FD2.8K shares-61.45%2025-12-312026-02-05 TFI SPDR SERIES TRUST12.7K shares0.00%2025-12-312026-02-05 CZR CAESARS ENTERTAINMENT INC NE24.5K shares7.86%2025-12-312026-02-05 VDE VANGUARD WORLD FD4.6K shares-42.54%2025-12-312026-02-05 VB VANGUARD INDEX FDS2.2K shares0.00%2025-12-312026-02-05 CEG CONSTELLATION ENERGY CORP1.6K shares10.03%2025-12-312026-02-05 ET ENERGY TRANSFER L P34.0K shares-0.26%2025-12-312026-02-05 UGI UGI CORP NEW15.0K shares62.30%2025-12-312026-02-05 ENB ENBRIDGE INC11.6K shares1.49%2025-12-312026-02-05 DIA SPDR DOW JONES INDL AVERAGE1.1K shares0.00%2025-12-312026-02-05 MS MORGAN STANLEY3.1K shares0.62%2025-12-312026-02-05 ED CONSOLIDATED EDISON INC5.4K shares-3.29%2025-12-312026-02-05 AFL AFLAC INC4.8K shares0.00%2025-12-312026-02-05 APP APPLOVIN CORP786 shares0.00%2025-12-312026-02-05 ALL ALLSTATE CORP2.5K shares-2.31%2025-12-312026-02-05 SPDW SPDR INDEX SHS FDS11.9K shares0.00%2025-12-312026-02-05 LHX L3HARRIS TECHNOLOGIES INC1.8K shares-0.33%2025-12-312026-02-05 VT VANGUARD INTL EQUITY INDEX F3.5K sharesnew addition2025-12-312026-02-05 BSMS INVESCO EXCH TRD SLF IDX FD21.2K sharesnew addition2025-12-312026-02-05 BSMR INVESCO EXCH TRD SLF IDX FD21.0K sharesnew addition2025-12-312026-02-05 INTC INTEL CORP13.3K shares7.30%2025-12-312026-02-05 LOW LOWES COS INC2.0K shares9.27%2025-12-312026-02-05 GWW WW GRAINGER INC483 shares1.90%2025-12-312026-02-05 AJG GALLAGHER ARTHUR J & CO1.9K shares-0.05%2025-12-312026-02-05 SCHW SCHWAB CHARLES CORP4.8K shares8.48%2025-12-312026-02-05 NUDM NUSHARES ETF TR13.3K shares-7.03%2025-12-312026-02-05 BSX BOSTON SCIENTIFIC CORP5.0K shares-0.87%2025-12-312026-02-05 NUBD NUSHARES ETF TR21.3K shares-0.33%2025-12-312026-02-05 AEM AGNICO EAGLE MINES LTD2.8K shares0.00%2025-12-312026-02-05 BDJ BLACKROCK ENHANCED EQUITY DI49.6K shares0.00%2025-12-312026-02-05 GSK PLC GSK PLC9.5K shares0.88%2025-12-312026-02-05 IEFA ISHARES TR5.2K shares-3.24%2025-12-312026-02-05 IXN ISHARES TR4.4K shares0.00%2025-12-312026-02-05 KLAC KLA CORP376 shares-6.70%2025-12-312026-02-05 PAYX PAYCHEX INC4.1K shares0.00%2025-12-312026-02-05 NULG NUSHARES ETF TR4.6K shares-5.06%2025-12-312026-02-05 IUSG ISHARES TR2.7K shares-1.28%2025-12-312026-02-05 AEP AMERICAN ELEC PWR CO INC3.9K shares28.61%2025-12-312026-02-05 FEZ SPDR INDEX SHS FDS7.0K shares0.00%2025-12-312026-02-05 TRP TC ENERGY CORP8.1K shares0.00%2025-12-312026-02-05 CSX CSX CORP12.3K shares1.24%2025-12-312026-02-05 GILD GILEAD SCIENCES INC3.6K shares9.96%2025-12-312026-02-05 FLOT ISHARES TR8.7K shares-1.59%2025-12-312026-02-05 SNA SNAP ON INC1.3K shares0.16%2025-12-312026-02-05 AMT AMERICAN TOWER CORP NEW2.5K shares4.45%2025-12-312026-02-05 WMB WILLIAMS COS INC7.2K shares0.01%2025-12-312026-02-05 LQD ISHARES TR3.9K shares6.88%2025-12-312026-02-05 AVLV AMERICAN CENTY ETF TR5.6K shares-0.58%2025-12-312026-02-05 NKE NIKE INC6.6K shares-0.06%2025-12-312026-02-05 MDLZ MONDELEZ INTL INC7.7K shares0.73%2025-12-312026-02-05 CMI CUMMINS INC786 shares-3.44%2025-12-312026-02-05 STXM EA SERIES TRUST14.0K sharesnew addition2025-12-312026-02-05 XLU SELECT SECTOR SPDR TR9.3K shares100.21%2025-12-312026-02-05 STXK EA SERIES TRUST12.0K sharesnew addition2025-12-312026-02-05 CW CURTISS WRIGHT CORP718 shares0.00%2025-12-312026-02-05 DELL DELL TECHNOLOGIES INC3.1K shares10.37%2025-12-312026-02-05 OBDC BLUE OWL CAPITAL CORPORATION31.4K shares-53.49%2025-12-312026-02-05 GLW CORNING INC4.4K shares-2.84%2025-12-312026-02-05 APH AMPHENOL CORP NEW2.9K shares-0.76%2025-12-312026-02-05 HPE HEWLETT PACKARD ENTERPRISE C16.0K shares0.01%2025-12-312026-02-05 IWB ISHARES TR1.0K shares0.00%2025-12-312026-02-05 CAH CARDINAL HEALTH INC1.8K shares-0.11%2025-12-312026-02-05 FHI FEDERATED HERMES INC7.0K shares0.00%2025-12-312026-02-05 ETG EATON VANCE TX ADV GLBL DIV15.7K shares0.00%2025-12-312026-02-05 SUSB ISHARES TR14.3K shares-3.46%2025-12-312026-02-05 SFBS SERVISFIRST BANCSHARES INC5.0K shares0.00%2025-12-312026-02-05 GEV GE VERNOVA INC549 shares3.39%2025-12-312026-02-05 PWZ INVESCO EXCH TRADED FD TR II14.8K shares-2.85%2025-12-312026-02-05 GRMN GARMIN LTD1.8K shares-6.45%2025-12-312026-02-05 VCR VANGUARD WORLD FD887 sharesnew addition2025-12-312026-02-05 CALF PACER FDS TR7.8K shares0.27%2025-12-312026-02-05 XLY SELECT SECTOR SPDR TR2.9K shares46.10%2025-12-312026-02-05 NFG NATIONAL FUEL GAS CO4.3K shares0.00%2025-12-312026-02-05 HSY HERSHEY CO1.9K shares1.52%2025-12-312026-02-05 IBMO ISHARES TR13.2K shares0.00%2025-12-312026-02-05 ESGU ISHARES TR2.3K shares0.00%2025-12-312026-02-05 PAA PLAINS ALL AMERN PIPELINE L18.7K shares0.00%2025-12-312026-02-05 AVUS AMERICAN CENTY ETF TR3.0K shares0.00%2025-12-312026-02-05 IBMP ISHARES TR13.0K shares0.00%2025-12-312026-02-05 NUE NUCOR CORP2.0K shares0.05%2025-12-312026-02-05 RPM RPM INTL INC3.2K shares-9.61%2025-12-312026-02-05 GS GOLDMAN SACHS GROUP INC375 shares4.46%2025-12-312026-02-05 MMCA NEW YORK LIFE INVTS ACTIVE E15.0K sharesnew addition2025-12-312026-02-05 EA SERIES TRUST EA SERIES TRUST10.4K sharesnew addition2025-12-312026-02-05 EMLP FIRST TR EXCHANGE-TRADED FD8.5K shares-13.23%2025-12-312026-02-05 DLR DIGITAL RLTY TR INC2.1K shares0.00%2025-12-312026-02-05 NHI NATIONAL HEALTH INVS INC4.2K shares0.00%2025-12-312026-02-05 AGNC AGNC INVT CORP30.0K shares0.00%2025-12-312026-02-05 MSTR STRATEGY INC2.1K shares35.15%2025-12-312026-02-05 SPSM SPDR SERIES TRUST6.8K shares1.78%2025-12-312026-02-05 IBMQ ISHARES TR12.5K shares0.00%2025-12-312026-02-05 PWR QUANTA SVCS INC742 shares-0.27%2025-12-312026-02-05 IWR ISHARES TR3.3K shares-1.52%2025-12-312026-02-05 DFAS DIMENSIONAL ETF TRUST4.4K shares0.00%2025-12-312026-02-05 CTVA CORTEVA INC4.6K shares-0.56%2025-12-312026-02-05 HBAN HUNTINGTON BANCSHARES INC17.4K sharesnew addition2025-12-312026-02-05 ESGD ISHARES TR3.1K shares0.00%2025-12-312026-02-05 QTEC FIRST TR EXCHANGE-TRADED FD1.3K shares0.00%2025-12-312026-02-05 FLRN SPDR SERIES TRUST9.6K shares-33.70%2025-12-312026-02-05 SBUX STARBUCKS CORP3.5K shares-8.52%2025-12-312026-02-05 DVY ISHARES TR2.1K shares0.00%2025-12-312026-02-05 SCHE SCHWAB STRATEGIC TR8.8K shares0.00%2025-12-312026-02-05 FVD FIRST TR EXCHANGE-TRADED FD6.2K shares0.00%2025-12-312026-02-05 OLP ONE LIBERTY PPTYS INC14.0K shares0.00%2025-12-312026-02-05 USIG ISHARES TR5.5K sharesnew addition2025-12-312026-02-05 AVXC AMERICAN CENTY ETF TR4.3K shares-8.05%2025-12-312026-02-05 AVRE AMERICAN CENTY ETF TR6.2K shares19.97%2025-12-312026-02-05 ITW ILLINOIS TOOL WKS INC1.1K shares-24.57%2025-12-312026-02-05 MCHP MICROCHIP TECHNOLOGY INC.4.2K shares0.00%2025-12-312026-02-05 ORI OLD REP INTL CORP5.9K shares-18.35%2025-12-312026-02-05 MTG MGIC INVT CORP WIS9.1K shares27.47%2025-12-312026-02-05 STRL STERLING INFRASTRUCTURE INC870 shares0.00%2025-12-312026-02-05 UNILEVER PLC UNILEVER PLC4.1K sharesnew addition2025-12-312026-02-05 LRGE LEGG MASON ETF INVT3.2K shares0.00%2025-12-312026-02-05 CMCSA COMCAST CORP NEW8.6K shares0.30%2025-12-312026-02-05 TKR TIMKEN CO3.1K shares0.00%2025-12-312026-02-05 KKR & CO INC KKR & CO INC2.0K shares-0.45%2025-12-312026-02-05 IBDS ISHARES TR10.4K shares0.00%2025-12-312026-02-05 EXC EXELON CORP5.8K shares8.11%2025-12-312026-02-05 CB CHUBB LIMITED806 shares3.20%2025-12-312026-02-05 WDC WESTERN DIGITAL CORP1.5K sharesnew addition2025-12-312026-02-05 NTRS NORTHERN TR CORP1.8K shares0.22%2025-12-312026-02-05 AMP AMERIPRISE FINL INC506 shares-1.56%2025-12-312026-02-05 FTA FIRST TR EXCHANGE-TRADED ALP2.9K shares0.00%2025-12-312026-02-05 RY ROYAL BK CDA1.4K shares1.99%2025-12-312026-02-05 REGN REGENERON PHARMACEUTICALS317 shares-17.66%2025-12-312026-02-05 CANARY XRP ETF CANARY XRP ETF12.5K sharesnew addition2025-12-312026-02-05 VNQ VANGUARD INDEX FDS2.7K shares-11.65%2025-12-312026-02-05 ATO ATMOS ENERGY CORP1.4K shares0.00%2025-12-312026-02-05 AVDE AMERICAN CENTY ETF TR2.9K sharesnew addition2025-12-312026-02-05 NULV NUSHARES ETF TR5.2K shares-10.72%2025-12-312026-02-05 GM GENERAL MTRS CO2.9K sharesnew addition2025-12-312026-02-05 SPGI S&P GLOBAL INC448 shares0.00%2025-12-312026-02-05 STRK STRATEGY INC3.0K shares0.00%2025-12-312026-02-05 PGR PROGRESSIVE CORP1.0K shares-2.13%2025-12-312026-02-05 IVLU ISHARES TR6.0K shares0.00%2025-12-312026-02-05 UMBF UMB FINL CORP2.0K shares-11.34%2025-12-312026-02-05 BR BROADRIDGE FINL SOLUTIONS IN1.0K shares-8.96%2025-12-312026-02-05 OMER OMEROS CORP13.2K shares30.69%2025-12-312026-02-05 SKYY FIRST TR EXCHANGE TRADED FD1.7K shares9.78%2025-12-312026-02-05 IXC ISHARES TR5.3K shares0.47%2025-12-312026-02-05 CLX CLOROX CO DEL2.2K shares1.94%2025-12-312026-02-05 ISTB ISHARES TR4.6K shares-4.28%2025-12-312026-02-05 BP BP PLC6.4K shares4.15%2025-12-312026-02-05 IAGG ISHARES TR4.4K shares-37.58%2025-12-312026-02-05 NXT NEXTPOWER INC2.5K sharesnew addition2025-12-312026-02-05 PHYS SPROTT ASSET MANAGEMENT LP6.7K sharesnew addition2025-12-312026-02-05 GBTC GRAYSCALE BITCOIN TRUST ETF3.2K shares0.00%2025-12-312026-02-05 AGM FEDERAL AGRIC MTG CORP1.2K shares0.00%2025-12-312026-02-05 KEY KEYCORP10.5K shares-0.35%2025-12-312026-02-05 ICLN ISHARES TR13.1K sharesnew addition2025-12-312026-02-05 IVZ INVESCO LTD8.2K sharesnew addition2025-12-312026-02-05 PAVE GLOBAL X FDS4.5K shares0.00%2025-12-312026-02-05 CVS CVS HEALTH CORP2.7K shares1.09%2025-12-312026-02-05 TPL TEXAS PACIFIC LAND CORPORATI738 shares200.00%2025-12-312026-02-05 VAW VANGUARD WORLD FD1.0K sharesnew addition2025-12-312026-02-05 KNG FIRST TR EXCHANGE-TRADED FD4.3K shares0.00%2025-12-312026-02-05 PBA PEMBINA PIPELINE CORP5.5K shares-22.29%2025-12-312026-02-05 EW EDWARDS LIFESCIENCES CORP2.4K sharesnew addition2025-12-312026-02-05 XEL XCEL ENERGY INC2.8K shares-6.38%2025-12-312026-02-05 IJR ISHARES TR1.7K shares-23.98%2025-12-312026-02-05 DFAT DIMENSIONAL ETF TRUST3.5K shares0.00%2025-12-312026-02-05 BDX BECTON DICKINSON & CO1.1K sharesnew addition2025-12-312026-02-05 PJUL INNOVATOR ETFS TRUST4.4K shares-10.62%2025-12-312026-02-05 FV FIRST TR EXCHANGE TRADED FD3.3K sharesnew addition2025-12-312026-02-05 IJAN INNOVATOR ETFS TRUST5.7K shares-12.75%2025-12-312026-02-05 MKC MCCORMICK & CO INC3.0K shares0.00%2025-12-312026-02-05 SHEL SHELL PLC2.8K sharesnew addition2025-12-312026-02-05 IBMR ISHARES TR8.0K shares0.00%2025-12-312026-02-05 CGXU CAPITAL GROUP INTL FOCUS EQT6.8K shares0.00%2025-12-312026-02-05 IBTM ISHARES TR8.7K shares-0.03%2025-12-312026-02-05 AES AES CORP13.4K shares0.00%2025-12-312026-02-05 DNP DNP SELECT INCOME FD INC11.2K shares-0.02%2025-12-312026-02-05 DC DAKOTA GOLD CORP13.6K shares0.00%2025-12-312026-02-05 ORGO ORGANOGENESIS HLDGS INC10.3K shares0.00%2025-12-312026-02-05 TEF TELEFONICA S A10.6K shares0.00%2025-12-312026-02-05 PLUG PLUG POWER INC18.1K shares0.00%2025-12-312026-02-05 HITI HIGH TIDE INC12.8K shares0.00%2025-12-312026-02-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available