The Analysis of BCS Wealth Management's Holdings
Currently, BCS Wealth Management holds 352 types of securities in its portfolio with a total value $990.2M. In the most recent quarter, they have increased their positions in N/A (+82.1K shares, valued at $51.5M), PG (+182.2K shares, valued at $26.1M), SCHX (+671.3K shares, valued at $18.1M); decreased their positions in LLY (-655 shares, valued at $703.9K), JEPQ (-6.5K shares, valued at $375.9K); initiated new positions in BSMY (+365.2K shares, valued at $9.0M), BSCZ (+231.4K shares, valued at $4.8M), IUSG (+23.9K shares, valued at $4.0M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHX SCHWAB STRATEGIC TR1.3M shares99.66%2025-12-312026-01-26
SCHF SCHWAB STRATEGIC TR1.3M shares100.85%2025-12-312026-01-26 PG PROCTER AND GAMBLE CO192.6K shares1765.37%2025-12-312026-01-26 AGG ISHARES TR246.8K shares125.25%2025-12-312026-01-26 SPYG SPDR SERIES TRUST220.6K shares103.03%2025-12-312026-01-26 VCSH VANGUARD SCOTTSDALE FDS288.0K shares127.99%2025-12-312026-01-26 BSCQ INVESCO EXCH TRD SLF IDX FD1.1M shares95.00%2025-12-312026-01-26 SPYV SPDR SERIES TRUST362.6K shares105.17%2025-12-312026-01-26 BSCX INVESCO EXCH TRD SLF IDX FD874.2K shares102.12%2025-12-312026-01-26 BSCR INVESCO EXCH TRD SLF IDX FD800.2K shares109.69%2025-12-312026-01-26 VYMI VANGUARD WHITEHALL FDS161.3K shares106.08%2025-12-312026-01-26 BSCY INVESCO EXCH TRD SLF IDX FD666.2K shares124.10%2025-12-312026-01-26 BSCS INVESCO EXCH TRD SLF IDX FD662.5K shares119.86%2025-12-312026-01-26 FNDX SCHWAB STRATEGIC TR469.6K shares163.39%2025-12-312026-01-26 SCHD SCHWAB STRATEGIC TR462.8K shares61.04%2025-12-312026-01-26 BOND PIMCO ETF TR134.3K shares128.82%2025-12-312026-01-26 VUG VANGUARD INDEX FDS24.8K shares100.43%2025-12-312026-01-26 SPDW SPDR INDEX SHS FDS260.3K shares101.32%2025-12-312026-01-26 VTV VANGUARD INDEX FDS58.3K shares98.36%2025-12-312026-01-26 BSCV INVESCO EXCH TRD SLF IDX FD620.9K shares116.78%2025-12-312026-01-26 BSCW INVESCO EXCH TRD SLF IDX FD494.1K shares110.14%2025-12-312026-01-26 BSCT INVESCO EXCH TRD SLF IDX FD546.6K shares118.06%2025-12-312026-01-26 SCHA SCHWAB STRATEGIC TR359.4K shares84.28%2025-12-312026-01-26 AAPL APPLE INC37.6K shares106.22%2025-12-312026-01-26 PFEB INNOVATOR ETFS TRUST239.5K shares75.80%2025-12-312026-01-26 BSCU INVESCO EXCH TRD SLF IDX FD554.9K shares113.53%2025-12-312026-01-26 MUNI PIMCO ETF TR178.0K shares101.94%2025-12-312026-01-26 COWZ PACER FDS TR154.1K shares109.67%2025-12-312026-01-26 RGLD ROYAL GOLD INC41.3K shares89.32%2025-12-312026-01-26 BSMY INVESCO EXCH TRD SLF IDX FD365.2K sharesnew addition2025-12-312026-01-26 VTI VANGUARD INDEX FDS23.5K shares100.89%2025-12-312026-01-26 MSFT MICROSOFT CORP15.6K shares176.59%2025-12-312026-01-26 NVDA NVIDIA CORPORATION40.2K shares84.24%2025-12-312026-01-26 SCHB SCHWAB STRATEGIC TR269.9K shares91.21%2025-12-312026-01-26 VXF VANGUARD INDEX FDS33.0K shares130.60%2025-12-312026-01-26 FNDF SCHWAB STRATEGIC TR140.3K shares256.93%2025-12-312026-01-26 QQQM INVESCO EXCH TRADED FD TR II24.0K shares102.13%2025-12-312026-01-26 SPY SPDR S&P 500 ETF TR8.7K shares98.93%2025-12-312026-01-26 FLRN SPDR SERIES TRUST190.4K shares83.84%2025-12-312026-01-26 VIOO VANGUARD ADMIRAL FDS INC52.4K shares107.92%2025-12-312026-01-26 SCHC SCHWAB STRATEGIC TR126.0K shares84.54%2025-12-312026-01-26 NOBL PROSHARES TR55.1K shares80.85%2025-12-312026-01-26 IEMG ISHARES INC79.4K shares85.96%2025-12-312026-01-26 PMAR INNOVATOR ETFS TRUST114.9K shares99.66%2025-12-312026-01-26 PAUG INNOVATOR ETFS TRUST114.5K shares87.87%2025-12-312026-01-26 AMZN AMAZON COM INC20.9K shares87.97%2025-12-312026-01-26 BSCZ INVESCO EXCH TRD SLF IDX FD231.4K sharesnew addition2025-12-312026-01-26 PDEC INNOVATOR ETFS TRUST105.0K shares113.31%2025-12-312026-01-26 PJUL INNOVATOR ETFS TRUST95.5K shares90.87%2025-12-312026-01-26 CALF PACER FDS TR97.7K shares109.97%2025-12-312026-01-26 VB VANGUARD INDEX FDS16.2K shares98.97%2025-12-312026-01-26 IVV ISHARES TR5.9K shares371.63%2025-12-312026-01-26 IUSG ISHARES TR23.9K sharesnew addition2025-12-312026-01-26 LLY ELI LILLY & CO3.6K shares-15.25%2025-12-312026-01-26 SCHV SCHWAB STRATEGIC TR132.0K shares84.64%2025-12-312026-01-26 MINO PIMCO ETF TR82.9K shares94.45%2025-12-312026-01-26 DBEF DBX ETF TR76.8K shares78.78%2025-12-312026-01-26 PAPR INNOVATOR ETFS TRUST93.9K shares96.93%2025-12-312026-01-26 ALPHABET INC ALPHABET INC11.3K shares237.12%2025-12-312026-01-26 FNDC SCHWAB STRATEGIC TR79.5K shares223.85%2025-12-312026-01-26 SCHM SCHWAB STRATEGIC TR112.9K shares102.73%2025-12-312026-01-26 VXUS VANGUARD STAR FDS43.9K shares99.85%2025-12-312026-01-26 POCT INNOVATOR ETFS TRUST71.5K shares97.96%2025-12-312026-01-26 PNOV INNOVATOR ETFS TRUST74.3K shares103.40%2025-12-312026-01-26 SCHG SCHWAB STRATEGIC TR93.4K shares95.17%2025-12-312026-01-26 MMIN NEW YORK LIFE INVTS ACTIVE E120.1K shares170.58%2025-12-312026-01-26 KMB KIMBERLY-CLARK CORP27.4K sharesnew addition2025-12-312026-01-26 GCOW PACER FDS TR66.8K shares97.84%2025-12-312026-01-26 MOAT VANECK ETF TRUST26.5K shares71.46%2025-12-312026-01-26 PH PARKER-HANNIFIN CORP3.1K shares83.31%2025-12-312026-01-26 VWO VANGUARD INTL EQUITY INDEX F51.0K shares93.07%2025-12-312026-01-26 VHT VANGUARD WORLD FD9.5K shares153.52%2025-12-312026-01-26 BDEC INNOVATOR ETFS TRUST54.7K shares98.55%2025-12-312026-01-26 FNDE SCHWAB STRATEGIC TR74.4K shares206.22%2025-12-312026-01-26 SCHZ SCHWAB STRATEGIC TR112.7K shares82.80%2025-12-312026-01-26 FNDA SCHWAB STRATEGIC TR83.5K shares125.26%2025-12-312026-01-26 ALPHABET INC ALPHABET INC8.1K shares89.51%2025-12-312026-01-26 PJAN INNOVATOR ETFS TRUST53.9K shares125.38%2025-12-312026-01-26 SCHE SCHWAB STRATEGIC TR77.3K shares107.87%2025-12-312026-01-26 PJUN INNOVATOR ETFS TRUST59.5K shares95.91%2025-12-312026-01-26 QDPL PACER FDS TR57.9K shares150.31%2025-12-312026-01-26 SHW SHERWIN WILLIAMS CO7.5K shares100.80%2025-12-312026-01-26 TFC TRUIST FINL CORP48.0K shares84.03%2025-12-312026-01-26 CAT CATERPILLAR INC4.1K shares97.69%2025-12-312026-01-26 SPHQ INVESCO EXCHANGE TRADED FD T30.0K shares139.35%2025-12-312026-01-26 IWP ISHARES TR16.2K sharesnew addition2025-12-312026-01-26 XOM EXXON MOBIL CORP18.3K shares111.28%2025-12-312026-01-26 BALT INNOVATOR ETFS TRUST63.9K shares78.56%2025-12-312026-01-26 NAPR INNOVATOR ETFS TRUST39.6K shares94.18%2025-12-312026-01-26 PSEP INNOVATOR ETFS TRUST48.5K shares92.61%2025-12-312026-01-26 BJUN INNOVATOR ETFS TRUST44.7K shares91.70%2025-12-312026-01-26 SPMD SPDR SERIES TRUST35.7K shares109.35%2025-12-312026-01-26 CL COLGATE PALMOLIVE CO25.6K shares100.59%2025-12-312026-01-26 T AT&T INC78.8K shares59.49%2025-12-312026-01-26 IOO ISHARES TR15.3K shares100.00%2025-12-312026-01-26 JPM JPMORGAN CHASE & CO.6.0K shares175.64%2025-12-312026-01-26 PHYS SPROTT ASSET MANAGEMENT LP55.7K shares99.11%2025-12-312026-01-26 VBK VANGUARD INDEX FDS6.0K shares100.00%2025-12-312026-01-26 MCD MCDONALDS CORP5.8K shares226.86%2025-12-312026-01-26 IUSB ISHARES TR37.8K shares100.00%2025-12-312026-01-26 BJUL INNOVATOR ETFS TRUST34.6K shares92.20%2025-12-312026-01-26 IJUL INNOVATOR ETFS TRUST51.4K shares92.82%2025-12-312026-01-26 ITOT ISHARES TR11.4K shares96.92%2025-12-312026-01-26 BAUG INNOVATOR ETFS TRUST33.6K shares97.64%2025-12-312026-01-26 IAPR INNOVATOR ETFS TRUST52.2K shares99.66%2025-12-312026-01-26 WMT WALMART INC14.4K shares108.92%2025-12-312026-01-26 TSLA TESLA INC3.6K shares106.13%2025-12-312026-01-26 TOTL SSGA ACTIVE ETF TR38.7K shares92.49%2025-12-312026-01-26 VBR VANGUARD INDEX FDS7.2K shares102.94%2025-12-312026-01-26 IYJ ISHARES TR10.2K sharesnew addition2025-12-312026-01-26 CVX CHEVRON CORP NEW9.9K shares86.19%2025-12-312026-01-26 RTX RTX CORPORATION8.1K shares99.95%2025-12-312026-01-26 JNJ JOHNSON & JOHNSON7.1K shares93.24%2025-12-312026-01-26 GE AEROSPACE GE AEROSPACE4.7K shares101.16%2025-12-312026-01-26 NEE NEXTERA ENERGY INC17.8K shares253.68%2025-12-312026-01-26 KO COCA COLA CO20.3K shares103.56%2025-12-312026-01-26 VIG VANGUARD SPECIALIZED FUNDS6.3K shares100.00%2025-12-312026-01-26 IJH ISHARES TR20.9K shares100.02%2025-12-312026-01-26 NFLX NETFLIX INC14.6K shares1877.57%2025-12-312026-01-26 VOT VANGUARD INDEX FDS4.9K shares100.00%2025-12-312026-01-26 BND VANGUARD BD INDEX FDS18.3K shares289.12%2025-12-312026-01-26 SHM SPDR SERIES TRUST28.1K shares125.68%2025-12-312026-01-26 LMT LOCKHEED MARTIN CORP2.8K shares104.13%2025-12-312026-01-26 ABBV ABBVIE INC5.9K shares108.11%2025-12-312026-01-26 BFEB INNOVATOR ETFS TRUST27.4K shares86.97%2025-12-312026-01-26 PFE PFIZER INC53.3K shares100.00%2025-12-312026-01-26 IBIT ISHARES BITCOIN TRUST ETF26.7K shares176.90%2025-12-312026-01-26 PMAY INNOVATOR ETFS TRUST32.7K shares93.68%2025-12-312026-01-26 META META PLATFORMS INC2.0K shares128.54%2025-12-312026-01-26 V VISA INC3.6K shares110.14%2025-12-312026-01-26 FTEC FIDELITY COVINGTON TRUST5.6K shares99.50%2025-12-312026-01-26 SO SOUTHERN CO14.2K shares221.40%2025-12-312026-01-26 UAPR INNOVATOR ETFS TRUST37.8K shares100.00%2025-12-312026-01-26 SCHO SCHWAB STRATEGIC TR50.4K shares116.58%2025-12-312026-01-26 ARLP ALLIANCE RESOURCE PARTNERS L52.2K shares102.82%2025-12-312026-01-26 ANGL VANECK ETF TRUST41.2K shares93.14%2025-12-312026-01-26 IYK ISHARES TR18.0K sharesnew addition2025-12-312026-01-26 PID INVESCO EXCHANGE TRADED FD T54.7K shares100.00%2025-12-312026-01-26 HD HOME DEPOT INC3.5K shares101.52%2025-12-312026-01-26 MMIT NEW YORK LIFE INVTS ACTIVE E48.4K shares116.25%2025-12-312026-01-26 BROADCOM INC BROADCOM INC3.3K shares48.51%2025-12-312026-01-26 BMAR INNOVATOR ETFS TRUST21.4K shares100.00%2025-12-312026-01-26 MAR MARRIOTT INTL INC NEW3.6K shares87.34%2025-12-312026-01-26 EFV ISHARES TR15.7K shares97.88%2025-12-312026-01-26 UNP UNION PAC CORP4.8K shares99.75%2025-12-312026-01-26 BSV VANGUARD BD INDEX FDS14.0K shares115.56%2025-12-312026-01-26 XLK SELECT SECTOR SPDR TR7.4K shares299.89%2025-12-312026-01-26 SCHH SCHWAB STRATEGIC TR50.6K shares66.60%2025-12-312026-01-26 SPYI NEOS ETF TRUST20.0K shares157.03%2025-12-312026-01-26 COST COSTCO WHSL CORP NEW1.2K shares105.15%2025-12-312026-01-26 NJUL INNOVATOR ETFS TRUST14.2K shares95.74%2025-12-312026-01-26 SPSM SPDR SERIES TRUST21.6K shares95.47%2025-12-312026-01-26 VOE VANGUARD INDEX FDS5.7K shares100.00%2025-12-312026-01-26 RF REGIONS FINANCIAL CORP NEW36.9K shares100.43%2025-12-312026-01-26 BSEP INNOVATOR ETFS TRUST19.8K shares82.80%2025-12-312026-01-26 XLRE SELECT SECTOR SPDR TR23.9K shares88.86%2025-12-312026-01-26 UNH UNITEDHEALTH GROUP INC2.9K shares72.72%2025-12-312026-01-26 BOCT INNOVATOR ETFS TRUST19.4K shares92.90%2025-12-312026-01-26 IVW ISHARES TR7.7K shares100.00%2025-12-312026-01-26 MA MASTERCARD INCORPORATED1.7K shares101.71%2025-12-312026-01-26 AEP AMERICAN ELEC PWR CO INC7.9K sharesnew addition2025-12-312026-01-26 BAC BANK AMERICA CORP16.5K shares119.07%2025-12-312026-01-26 KJUL INNOVATOR ETFS TRUST28.5K shares100.00%2025-12-312026-01-26 AMAT APPLIED MATLS INC3.4K shares104.47%2025-12-312026-01-26 IOCT INNOVATOR ETFS TRUST24.8K shares94.67%2025-12-312026-01-26 VEA VANGUARD TAX-MANAGED FDS13.7K shares96.93%2025-12-312026-01-26 UMAR INNOVATOR ETFS TRUST21.4K shares100.00%2025-12-312026-01-26 IWS ISHARES TR6.0K sharesnew addition2025-12-312026-01-26 BOTZ GLOBAL X FDS23.2K shares147.42%2025-12-312026-01-26 LOW LOWES COS INC3.4K shares103.54%2025-12-312026-01-26 VGT VANGUARD WORLD FD1.1K shares100.38%2025-12-312026-01-26 IBM INTERNATIONAL BUSINESS MACHS2.6K shares110.08%2025-12-312026-01-26 XLY SELECT SECTOR SPDR TR6.4K shares656.48%2025-12-312026-01-26 M MACYS INC34.4K shares89.26%2025-12-312026-01-26 HYMB SPDR SERIES TRUST29.9K shares132.32%2025-12-312026-01-26 MGK VANGUARD WORLD FD1.8K shares111.32%2025-12-312026-01-26 VYM VANGUARD WHITEHALL FDS5.1K shares79.99%2025-12-312026-01-26 GEV GE VERNOVA INC1.1K shares102.33%2025-12-312026-01-26 KAPR INNOVATOR ETFS TRUST21.0K shares99.81%2025-12-312026-01-26 NEOS ETF TRUST NEOS ETF TRUST14.5K sharesnew addition2025-12-312026-01-26 TOWN TOWNEBANK PORTSMOUTH VA21.2K shares100.00%2025-12-312026-01-26 VCIT VANGUARD SCOTTSDALE FDS8.3K shares99.47%2025-12-312026-01-26 CEF SPROTT ASSET MANAGEMENT LP15.0K shares101.75%2025-12-312026-01-26 CIBR FIRST TR EXCHANGE TRADED FD9.5K shares100.00%2025-12-312026-01-26 KOCT INNOVATOR ETFS TRUST19.7K shares100.00%2025-12-312026-01-26 XLV SELECT SECTOR SPDR TR4.3K shares135.42%2025-12-312026-01-26 IAUI NEOS ETF TRUST11.8K sharesnew addition2025-12-312026-01-26 BJAN INNOVATOR ETFS TRUST11.9K shares63.15%2025-12-312026-01-26 DE DEERE & CO1.4K shares104.73%2025-12-312026-01-26 HDV ISHARES TR5.3K shares92.43%2025-12-312026-01-26 QUAL ISHARES TR3.2K shares100.00%2025-12-312026-01-26 BNOV INNOVATOR ETFS TRUST14.1K shares97.65%2025-12-312026-01-26 VZ VERIZON COMMUNICATIONS INC15.3K shares15.50%2025-12-312026-01-26 BSX BOSTON SCIENTIFIC CORP6.5K shares104.21%2025-12-312026-01-26 VEU VANGUARD INTL EQUITY INDEX F8.4K shares100.00%2025-12-312026-01-26 CVS CVS HEALTH CORP7.6K shares118.75%2025-12-312026-01-26 JEPI J P MORGAN EXCHANGE TRADED F10.3K shares117.92%2025-12-312026-01-26 MOTI VANECK ETF TRUST16.1K shares100.00%2025-12-312026-01-26 IMAR INNOVATOR ETFS TRUST19.4K shares100.00%2025-12-312026-01-26 IJR ISHARES TR4.8K shares98.17%2025-12-312026-01-26 BMY BRISTOL-MYERS SQUIBB CO10.4K shares100.00%2025-12-312026-01-26 FDX FEDEX CORP1.9K shares106.16%2025-12-312026-01-26 MBB ISHARES TR5.9K shares100.00%2025-12-312026-01-26 XLC SELECT SECTOR SPDR TR4.7K shares100.08%2025-12-312026-01-26 AMGN AMGEN INC1.7K shares113.42%2025-12-312026-01-26 WFC WELLS FARGO CO NEW5.9K shares130.86%2025-12-312026-01-26 NJAN INNOVATOR ETFS TRUST9.8K shares100.00%2025-12-312026-01-26 BSJQ INVESCO EXCH TRD SLF IDX FD22.9K shares117.57%2025-12-312026-01-26 INTC INTEL CORP14.4K shares131.32%2025-12-312026-01-26 ALL ALLSTATE CORP2.5K sharesnew addition2025-12-312026-01-26 GBTC GRAYSCALE BITCOIN TRUST ETF7.5K shares100.00%2025-12-312026-01-26 XLE SELECT SECTOR SPDR TR11.4K shares299.93%2025-12-312026-01-26 SOXX ISHARES TR1.7K shares100.00%2025-12-312026-01-26 AES AES CORP34.6K shares100.00%2025-12-312026-01-26 ARTY ISHARES TR10.3K sharesnew addition2025-12-312026-01-26 CSCO CISCO SYS INC6.4K shares115.64%2025-12-312026-01-26 PDI PIMCO DYNAMIC INCOME FD27.8K shares100.00%2025-12-312026-01-26 SUB ISHARES TR4.6K shares100.00%2025-12-312026-01-26 SHYD VANECK ETF TRUST21.0K shares100.00%2025-12-312026-01-26 BSM BLACK STONE MINERALS L P35.9K shares104.10%2025-12-312026-01-26 SCHR SCHWAB STRATEGIC TR18.2K shares102.04%2025-12-312026-01-26 GAM GENERAL AMERN INVS CO INC7.7K shares100.00%2025-12-312026-01-26 GLD SPDR GOLD TR1.1K shares100.00%2025-12-312026-01-26 ORC ORCHID IS CAP INC62.9K shares84.38%2025-12-312026-01-26 JEPQ J P MORGAN EXCHANGE TRADED F7.8K shares-45.43%2025-12-312026-01-26 SPHY SPDR SERIES TRUST18.8K sharesnew addition2025-12-312026-01-26 IJAN INNOVATOR ETFS TRUST12.2K shares70.11%2025-12-312026-01-26 VTEB VANGUARD MUN BD FDS8.7K shares4.07%2025-12-312026-01-26 XLP SELECT SECTOR SPDR TR5.6K shares72.05%2025-12-312026-01-26 BALL BALL CORP8.1K shares101.79%2025-12-312026-01-26 WM WASTE MGMT INC DEL2.0K shares105.47%2025-12-312026-01-26 FENY FIDELITY COVINGTON TRUST17.2K shares100.00%2025-12-312026-01-26 VPU VANGUARD WORLD FD2.3K shares100.00%2025-12-312026-01-26 NVS NOVARTIS AG3.1K sharesnew addition2025-12-312026-01-26 EFG ISHARES TR3.7K shares100.00%2025-12-312026-01-26 EMN EASTMAN CHEM CO6.6K sharesnew addition2025-12-312026-01-26 QQQE DIREXION SHS ETF TR4.0K shares100.00%2025-12-312026-01-26 BMAY INNOVATOR ETFS TRUST9.0K shares72.47%2025-12-312026-01-26 RCL ROYAL CARIBBEAN GROUP1.4K shares100.00%2025-12-312026-01-26 IWF ISHARES TR840 sharesnew addition2025-12-312026-01-26 ITW ILLINOIS TOOL WKS INC1.6K shares102.53%2025-12-312026-01-26 PTLC PACER FDS TR7.1K shares44.84%2025-12-312026-01-26 FSK FS KKR CAP CORP26.5K shares102.43%2025-12-312026-01-26 KJAN INNOVATOR ETFS TRUST9.3K sharesnew addition2025-12-312026-01-26 AUPH AURINIA PHARMACEUTICALS INC24.2K shares98.57%2025-12-312026-01-26 AXP AMERICAN EXPRESS CO1.0K sharesnew addition2025-12-312026-01-26 ABT ABBOTT LABS3.1K sharesnew addition2025-12-312026-01-26 AMD ADVANCED MICRO DEVICES INC1.8K sharesnew addition2025-12-312026-01-26 FEZ SPDR INDEX SHS FDS5.9K sharesnew addition2025-12-312026-01-26 MAA MID-AMER APT CMNTYS INC2.7K sharesnew addition2025-12-312026-01-26 CRWD CROWDSTRIKE HLDGS INC784 sharesnew addition2025-12-312026-01-26 IYW ISHARES TR1.8K sharesnew addition2025-12-312026-01-26 IJUN INNOVATOR ETFS TRUST12.4K sharesnew addition2025-12-312026-01-26 EFA ISHARES TR3.7K sharesnew addition2025-12-312026-01-26 APRJ INNOVATOR ETFS TRUST14.4K sharesnew addition2025-12-312026-01-26 IBB ISHARES TR2.1K sharesnew addition2025-12-312026-01-26 XLG INVESCO EXCHANGE TRADED FD T5.9K sharesnew addition2025-12-312026-01-26 DIS DISNEY WALT CO3.1K sharesnew addition2025-12-312026-01-26 CSX CSX CORP9.6K sharesnew addition2025-12-312026-01-26 VMC VULCAN MATLS CO1.2K sharesnew addition2025-12-312026-01-26 IBTH ISHARES TR15.4K sharesnew addition2025-12-312026-01-26 CGCP CAPITAL GRP FIXED INCM ETF T15.2K sharesnew addition2025-12-312026-01-26 BABA ALIBABA GROUP HLDG LTD2.3K shares100.00%2025-12-312026-01-26 PSX PHILLIPS 662.6K sharesnew addition2025-12-312026-01-26 IVE ISHARES TR1.6K sharesnew addition2025-12-312026-01-26 ICOW PACER FDS TR8.6K sharesnew addition2025-12-312026-01-26 NRG NRG ENERGY INC2.1K sharesnew addition2025-12-312026-01-26 BAPR INNOVATOR ETFS TRUST6.8K sharesnew addition2025-12-312026-01-26 IYH ISHARES TR5.0K sharesnew addition2025-12-312026-01-26 ATO ATMOS ENERGY CORP1.9K sharesnew addition2025-12-312026-01-26 CMI CUMMINS INC628 sharesnew addition2025-12-312026-01-26 UJUN INNOVATOR ETFS TRUST8.6K sharesnew addition2025-12-312026-01-26 ORCL ORACLE CORP1.6K shares115.30%2025-12-312026-01-26 OXY OCCIDENTAL PETE CORP7.7K sharesnew addition2025-12-312026-01-26 KAUG INNOVATOR ETFS TRUST11.9K sharesnew addition2025-12-312026-01-26 FDL FIRST TR EXCHANGE-TRADED FD7.1K sharesnew addition2025-12-312026-01-26 FREL FIDELITY COVINGTON TRUST11.7K shares56.12%2025-12-312026-01-26 DYNF BLACKROCK ETF TRUST5.1K sharesnew addition2025-12-312026-01-26 REGN REGENERON PHARMACEUTICALS400 sharesnew addition2025-12-312026-01-26 MSTR STRATEGY INC2.0K shares100.00%2025-12-312026-01-26 SDY SPDR SERIES TRUST2.2K sharesnew addition2025-12-312026-01-26 CEG CONSTELLATION ENERGY CORP870 sharesnew addition2025-12-312026-01-26 USMV ISHARES TR3.2K sharesnew addition2025-12-312026-01-26 SFLR INNOVATOR ETFS TRUST8.2K sharesnew addition2025-12-312026-01-26 HEI HEICO CORP NEW936 sharesnew addition2025-12-312026-01-26 EEM ISHARES TR5.4K sharesnew addition2025-12-312026-01-26 CB CHUBB LIMITED940 sharesnew addition2025-12-312026-01-26 EMXC ISHARES INC4.0K sharesnew addition2025-12-312026-01-26 IEV ISHARES TR4.2K sharesnew addition2025-12-312026-01-26 IWD ISHARES TR1.4K sharesnew addition2025-12-312026-01-26 MU MICRON TECHNOLOGY INC1.0K sharesnew addition2025-12-312026-01-26 BSJS INVESCO EXCH TRD SLF IDX FD12.9K sharesnew addition2025-12-312026-01-26 TMO THERMO FISHER SCIENTIFIC INC486 sharesnew addition2025-12-312026-01-26 IBDS ISHARES TR11.6K sharesnew addition2025-12-312026-01-26 NOCT INNOVATOR ETFS TRUST4.8K sharesnew addition2025-12-312026-01-26 RWL INVESCO EXCH TRADED FD TR II2.4K sharesnew addition2025-12-312026-01-26 VO VANGUARD INDEX FDS950 sharesnew addition2025-12-312026-01-26 CRM SALESFORCE INC1.0K sharesnew addition2025-12-312026-01-26 FHN FIRST HORIZON CORPORATION11.4K sharesnew addition2025-12-312026-01-26 IWM ISHARES TR1.1K sharesnew addition2025-12-312026-01-26 DAL DELTA AIR LINES INC DEL3.8K sharesnew addition2025-12-312026-01-26 DELL DELL TECHNOLOGIES INC2.0K sharesnew addition2025-12-312026-01-26 IYF ISHARES TR2.0K sharesnew addition2025-12-312026-01-26 FIX COMFORT SYS USA INC272 sharesnew addition2025-12-312026-01-26 XLI SELECT SECTOR SPDR TR1.6K sharesnew addition2025-12-312026-01-26 UCB UNITED CMNTY BKS BLAIRSVLE G7.8K sharesnew addition2025-12-312026-01-26 USAC USA COMPRESSION PARTNERS LP10.6K sharesnew addition2025-12-312026-01-26 SHEL SHELL PLC3.3K sharesnew addition2025-12-312026-01-26 IAUG INNOVATOR ETFS TRUST8.4K sharesnew addition2025-12-312026-01-26 ENB ENBRIDGE INC5.0K sharesnew addition2025-12-312026-01-26 IWR ISHARES TR2.5K sharesnew addition2025-12-312026-01-26 XLU SELECT SECTOR SPDR TR5.5K sharesnew addition2025-12-312026-01-26 DHR DANAHER CORPORATION1.0K sharesnew addition2025-12-312026-01-26 SPGI S&P GLOBAL INC442 sharesnew addition2025-12-312026-01-26 SHOP SHOPIFY INC1.4K sharesnew addition2025-12-312026-01-26 PRU PRUDENTIAL FINL INC2.0K sharesnew addition2025-12-312026-01-26 BSMR INVESCO EXCH TRD SLF IDX FD9.6K sharesnew addition2025-12-312026-01-26 BINC BLACKROCK ETF TRUST II4.3K sharesnew addition2025-12-312026-01-26 ETHE GRAYSCALE ETHEREUM TRUST ETF9.3K sharesnew addition2025-12-312026-01-26 IGOV ISHARES TR5.3K sharesnew addition2025-12-312026-01-26 GLDM WORLD GOLD TR2.6K sharesnew addition2025-12-312026-01-26 ADBE ADOBE INC624 sharesnew addition2025-12-312026-01-26 EMLC VANECK ETF TRUST8.4K sharesnew addition2025-12-312026-01-26 ETH GRAYSCALE ETHEREUM MINI TR E7.8K sharesnew addition2025-12-312026-01-26 FTNT FORTINET INC2.7K sharesnew addition2025-12-312026-01-26 UNILEVER PLC UNILEVER PLC3.3K sharesnew addition2025-12-312026-01-26 XLF SELECT SECTOR SPDR TR3.9K sharesnew addition2025-12-312026-01-26 CENCORA INC CENCORA INC630 sharesnew addition2025-12-312026-01-26 PGR PROGRESSIVE CORP932 sharesnew addition2025-12-312026-01-26 CORP PIMCO ETF TR2.2K sharesnew addition2025-12-312026-01-26 COP CONOCOPHILLIPS2.3K sharesnew addition2025-12-312026-01-26 DG DOLLAR GEN CORP NEW1.6K sharesnew addition2025-12-312026-01-26 ISEP INNOVATOR ETFS TRUST6.4K sharesnew addition2025-12-312026-01-26 TXN TEXAS INSTRS INC1.2K sharesnew addition2025-12-312026-01-26 WPC WP CAREY INC3.2K sharesnew addition2025-12-312026-01-26 FNCL FIDELITY COVINGTON TRUST2.6K sharesnew addition2025-12-312026-01-26 TSCO TRACTOR SUPPLY CO4.1K sharesnew addition2025-12-312026-01-26 ISCF ISHARES TR4.9K sharesnew addition2025-12-312026-01-26 NOC NORTHROP GRUMMAN CORP352 sharesnew addition2025-12-312026-01-26 F FORD MTR CO13.3K sharesnew addition2025-12-312026-01-26 PGX INVESCO EXCH TRADED FD TR II10.8K sharesnew addition2025-12-312026-01-26 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available