The Analysis of Bogart Wealth, LLC's Holdings
Currently, Bogart Wealth, LLC holds 1580 types of securities in its portfolio with a total value $2.5B. In the most recent quarter, they have increased their positions in AVEM (+433.8K shares, valued at $33.4M), NFLX (+126.4K shares, valued at $11.9M), HPE (+363.5K shares, valued at $8.7M); decreased their positions in JIRE (-427.6K shares, valued at $32.0M), ICSH (-509.8K shares, valued at $25.8M), CRM (-58.9K shares, valued at $15.6M); initiated new positions in AVEM (+433.8K shares, valued at $33.4M), NVDL (+6.0K shares, valued at $528.1K), TGTX (+16.8K shares, valued at $500.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
XOM EXXON MOBIL CORP COM1.4M shares0.45%2025-12-312026-01-30
ACWI ISHARES MSCI ACWI ETF910.1K shares-0.88%2025-12-312026-01-30 BND VANGUARD TOTAL BOND MARKET ETF1.6M shares3.73%2025-12-312026-01-30 CGDV CAPITAL GROUP DIVIDEND VALUE ETF2.4M shares0.03%2025-12-312026-01-30 UITB VICTORYSHARES CORE INTERMEDIATE BOND ETF2.0M shares3.26%2025-12-312026-01-30 RECS COLUMBIA RESEARCH ENHANCED CORE ETF2.2M shares0.76%2025-12-312026-01-30 JIRE JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF1.2M shares-26.21%2025-12-312026-01-30 JCPB JPMORGAN CORE PLUS BOND ETF1.5M shares3.66%2025-12-312026-01-30 FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF1.9M shares4.55%2025-12-312026-01-30 QQQM INVESCO NASDAQ 100 ETF264.1K shares-0.64%2025-12-312026-01-30 XLG INVESCO S&P 500 TOP 50 ETF1.1M shares-0.50%2025-12-312026-01-30 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF724.7K shares0.10%2025-12-312026-01-30 IEF ISHARES 7-10 YEAR TREASURY BOND ETF508.3K shares3.80%2025-12-312026-01-30 AUSF GLOBAL X ADAPTIVE U.S. FACTOR ETF957.3K shares3.11%2025-12-312026-01-30 AAPL APPLE INC COM134.2K shares-8.63%2025-12-312026-01-30 AVEM AVANTIS EMERGING MARKETS EQUITY ETF433.8K sharesnew addition2025-12-312026-01-30 MSFT MICROSOFT CORP COM62.4K shares1.67%2025-12-312026-01-30 NVDA NVIDIA CORPORATION COM159.0K shares1.93%2025-12-312026-01-30 V VISA INC COM CL A66.9K shares16.69%2025-12-312026-01-30 AMZN AMAZON COM INC COM86.5K shares1.65%2025-12-312026-01-30 SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF559.7K shares-0.83%2025-12-312026-01-30 SPGI S&P GLOBAL INC COM34.7K shares-4.38%2025-12-312026-01-30 CSCO CISCO SYS INC COM227.9K shares-0.46%2025-12-312026-01-30 META META PLATFORMS INC CL A26.4K shares20.89%2025-12-312026-01-30 PCAR PACCAR INC COM145.5K shares0.36%2025-12-312026-01-30 CME CME GROUP INC COM57.4K shares-0.28%2025-12-312026-01-30 PANW PALO ALTO NETWORKS INC COM79.0K shares5.77%2025-12-312026-01-30 IBM INTERNATIONAL BUSINESS MACHS COM47.1K shares-3.65%2025-12-312026-01-30 AMAT APPLIED MATLS INC COM54.1K shares-10.75%2025-12-312026-01-30 CVX CHEVRON CORP NEW COM89.5K shares6.50%2025-12-312026-01-30 PNC PNC FINL SVCS GROUP INC COM63.5K shares-0.97%2025-12-312026-01-30 NFLX NETFLIX INC COM138.9K shares1017.45%2025-12-312026-01-30 LMT LOCKHEED MARTIN CORP COM26.5K shares-3.63%2025-12-312026-01-30 SCHV SCHWAB U.S. LARGE-CAP VALUE ETF426.7K shares0.06%2025-12-312026-01-30 TFC TRUIST FINL CORP COM253.8K shares-1.28%2025-12-312026-01-30 VRTX VERTEX PHARMACEUTICALS INC COM27.2K shares3.93%2025-12-312026-01-30 MA MASTERCARD INCORPORATED CL A21.2K shares4.24%2025-12-312026-01-30 PRU PRUDENTIAL FINL INC COM106.4K shares2.70%2025-12-312026-01-30 COST COSTCO WHOLESALE CORPORATION COM13.8K shares4.30%2025-12-312026-01-30 MELI MERCADOLIBRE INC COM5.8K shares5.56%2025-12-312026-01-30 PFE PFIZER INC COM470.2K shares-0.52%2025-12-312026-01-30 KMI KINDER MORGAN INC DEL COM421.3K shares0.98%2025-12-312026-01-30 PG PROCTER & GAMBLE CO COM80.4K shares3.88%2025-12-312026-01-30 JPM JPMORGAN CHASE & CO. COM35.2K shares0.36%2025-12-312026-01-30 VZ VERIZON COMMUNICATIONS INC COM275.8K shares-0.63%2025-12-312026-01-30 PODD INSULET CORP COM39.5K shares15.75%2025-12-312026-01-30 WMT WALMART INC COM98.1K shares0.37%2025-12-312026-01-30 LLY ELI LILLY & CO COM10.1K shares-6.53%2025-12-312026-01-30 ASML ASML HOLDING N V N Y REGISTRY SHS10.1K shares-6.81%2025-12-312026-01-30 DLR DIGITAL RLTY TR INC COM69.9K shares1.22%2025-12-312026-01-30 JNJ JOHNSON & JOHNSON COM51.0K shares-3.73%2025-12-312026-01-30 EMR EMERSON ELEC CO COM74.0K shares0.73%2025-12-312026-01-30 GS GOLDMAN SACHS GROUP INC COM11.1K shares-1.81%2025-12-312026-01-30 HD HOME DEPOT INC COM28.0K shares4.28%2025-12-312026-01-30 SCHF SCHWAB INTERNATIONAL EQUITY ETF384.8K shares-1.26%2025-12-312026-01-30 ISRG INTUITIVE SURGICAL INC COM NEW16.2K shares-2.01%2025-12-312026-01-30 ORI OLD REP INTL CORP COM200.3K shares-2.74%2025-12-312026-01-30 PM PHILIP MORRIS INTL INC COM56.2K shares511.99%2025-12-312026-01-30 HPE HEWLETT PACKARD ENTERPRISE CO COM364.0K shares73735.70%2025-12-312026-01-30 SPG SIMON PPTY GROUP INC NEW COM45.6K shares-1.63%2025-12-312026-01-30 SHOP SHOPIFY INC CL A SUB VTG SHS51.6K shares-24.30%2025-12-312026-01-30 GILD GILEAD SCIENCES INC COM67.2K shares-1.37%2025-12-312026-01-30 PWR QUANTA SVCS INC COM18.9K shares-1.36%2025-12-312026-01-30 BSX BOSTON SCIENTIFIC CORP COM83.0K shares22.83%2025-12-312026-01-30 D DOMINION ENERGY INC COM134.2K shares-0.25%2025-12-312026-01-30 ADSK AUTODESK INC COM26.5K shares27521.88%2025-12-312026-01-30 UBER UBER TECHNOLOGIES INC COM94.8K shares2.79%2025-12-312026-01-30 TGT TARGET CORP COM78.3K shares1.55%2025-12-312026-01-30 WMB WILLIAMS COS INC COM127.1K shares0.51%2025-12-312026-01-30 RSG REPUBLIC SVCS INC COM36.0K shares20.63%2025-12-312026-01-30 EME EMCOR GROUP INC COM12.5K shares44410.71%2025-12-312026-01-30 T AT&T INC COM301.0K shares2.49%2025-12-312026-01-30 INTU INTUIT COM11.2K shares57.80%2025-12-312026-01-30 VEEV VEEVA SYS INC CL A COM33.0K shares33268.69%2025-12-312026-01-30 SNPS SYNOPSYS INC COM15.4K shares11.79%2025-12-312026-01-30 ADP AUTOMATIC DATA PROCESSING INC COM27.4K shares2.97%2025-12-312026-01-30 VICI VICI PPTYS INC COM248.5K shares10.76%2025-12-312026-01-30 DTE DTE ENERGY CO COM54.1K shares-0.23%2025-12-312026-01-30 PHM PULTE GROUP INC COM57.8K shares-19.01%2025-12-312026-01-30 SYK STRYKER CORPORATION COM18.9K shares3.10%2025-12-312026-01-30 GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX41.3K shares47.06%2025-12-312026-01-30 KLAC KLA CORP COM NEW4.9K shares-2.14%2025-12-312026-01-30 SCHZ SCHWAB US AGGREGATE BOND ETF250.0K shares0.38%2025-12-312026-01-30 VTI VANGUARD TOTAL STOCK MARKET ETF17.2K shares-1.95%2025-12-312026-01-30 KO COCA COLA CO COM80.9K shares23.38%2025-12-312026-01-30 JAAA JANUS HENDERSON AAA CLO ETF111.4K shares-69.25%2025-12-312026-01-30 AMGN AMGEN INC COM16.8K shares-1.81%2025-12-312026-01-30 AME AMETEK INC COM25.5K shares0.43%2025-12-312026-01-30 TMO THERMO FISHER SCIENTIFIC INC COM8.7K shares10240.48%2025-12-312026-01-30 ADI ANALOG DEVICES INC COM18.4K shares-36.41%2025-12-312026-01-30 VCRB VANGUARD CORE BOND ETF60.5K shares7.56%2025-12-312026-01-30 RSPU INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF60.2K shares57.76%2025-12-312026-01-30 XEL XCEL ENERGY INC COM60.8K shares1.48%2025-12-312026-01-30 RMD RESMED INC COM18.0K shares2.31%2025-12-312026-01-30 SCHE SCHWAB EMERGING MARKETS EQUITY ETF122.9K shares-0.13%2025-12-312026-01-30 FLCB FRANKLIN U.S CORE BOND ETF185.1K shares6.85%2025-12-312026-01-30 AMT AMERICAN TOWER CORP NEW COM21.9K shares-61.95%2025-12-312026-01-30 TEM TEMPUS AI INC CL A58.4K shares365087.50%2025-12-312026-01-30 RY ROYAL BK CDA COM19.7K shares0.00%2025-12-312026-01-30 IWF ISHARES RUSSELL 1000 GROWTH ETF6.6K shares1.39%2025-12-312026-01-30 CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF41.3K shares4.90%2025-12-312026-01-30 GLD SPDR GOLD SHARES6.5K shares5.45%2025-12-312026-01-30 ORCL ORACLE CORP COM11.6K shares1.89%2025-12-312026-01-30 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF14.7K shares15.35%2025-12-312026-01-30 ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF41.8K shares-92.42%2025-12-312026-01-30 ESGU ISHARES ESG AWARE MSCI USA ETF13.9K shares-2.56%2025-12-312026-01-30 EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF41.2K shares-0.38%2025-12-312026-01-30 MO ALTRIA GROUP INC COM33.0K shares-0.13%2025-12-312026-01-30 IVV ISHARES CORE S&P 500 ETF2.6K shares-4.57%2025-12-312026-01-30 VUG VANGUARD GROWTH ETF3.6K shares58.39%2025-12-312026-01-30 SCHB SCHWAB U.S. BROAD MARKET ETF59.0K shares-1.95%2025-12-312026-01-30 VGT VANGUARD INFORMATION TECHNOLOGY ETF1.7K shares2.27%2025-12-312026-01-30 FLQL FRANKLIN U.S. LARGE CAP MULTIFACTOR INDEX ETF18.3K shares-2.15%2025-12-312026-01-30 VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF8.7K shares3.73%2025-12-312026-01-30 SPY SPDR S&P 500 ETF TRUST1.8K shares80.20%2025-12-312026-01-30 SCHD SCHWAB US DIVIDEND EQUITY ETF37.3K shares-10.74%2025-12-312026-01-30 BNS BANK NOVA SCOTIA HALIFAX COM13.7K shares2.45%2025-12-312026-01-30 IWD ISHARES RUSSELL 1000 VALUE ETF4.7K shares0.53%2025-12-312026-01-30 ROP ROPER TECHNOLOGIES INC COM2.2K shares-79.58%2025-12-312026-01-30 ABBV ABBVIE INC COM4.3K shares12.80%2025-12-312026-01-30 CAT CATERPILLAR INC COM1.7K shares-3.03%2025-12-312026-01-30 SCHM SCHWAB U.S. MID-CAP ETF31.3K shares0.60%2025-12-312026-01-30 SLV ISHARES SILVER TRUST14.5K shares23.55%2025-12-312026-01-30 EPD ENTERPRISE PRODS PARTNERS L P COM28.7K shares-31.98%2025-12-312026-01-30 IJH ISHARES CORE S&P MID-CAP ETF13.3K shares8.53%2025-12-312026-01-30 VONG VANGUARD RUSSELL 1000 GROWTH ETF6.5K shares0.49%2025-12-312026-01-30 SCYB SCHWAB HIGH YIELD BOND ETF29.0K shares1.87%2025-12-312026-01-30 IWB ISHARES RUSSELL 1000 ETF2.0K shares0.00%2025-12-312026-01-30 VFH VANGUARD FINANCIALS ETF5.6K shares-0.88%2025-12-312026-01-30 PLTR PALANTIR TECHNOLOGIES INC CL A4.1K shares-5.47%2025-12-312026-01-30 NOC NORTHROP GRUMMAN CORP COM1.3K shares147.18%2025-12-312026-01-30 EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF8.3K shares2.52%2025-12-312026-01-30 HDV ISHARES CORE HIGH DIVIDEND ETF5.8K shares-21.67%2025-12-312026-01-30 QUAL ISHARES MSCI USA QUALITY FACTOR ETF3.4K shares-33.99%2025-12-312026-01-30 SGOV ISHARES 0-3 MONTH TREASURY BOND ETF6.6K shares-24.01%2025-12-312026-01-30 VTV VANGUARD VALUE ETF3.3K shares0.97%2025-12-312026-01-30 FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF2.8K shares0.00%2025-12-312026-01-30 IJR ISHARES CORE S&P SMALL CAP ETF5.1K shares3.21%2025-12-312026-01-30 ADBE ADOBE INC COM1.7K shares0.77%2025-12-312026-01-30 VXF VANGUARD EXTENDED MARKET ETF2.8K shares-13.23%2025-12-312026-01-30 HEDJ WISDOMTREE EUROPE HEDGED EQUITY FUND11.0K shares0.00%2025-12-312026-01-30 AMD ADVANCED MICRO DEVICES INC COM2.7K shares-4.91%2025-12-312026-01-30 IGM ISHARES EXPANDED TECH SECTOR ETF4.4K shares80.97%2025-12-312026-01-30 CL COLGATE PALMOLIVE CO COM7.1K shares-0.64%2025-12-312026-01-30 ESGD ISHARES ESG AWARE MSCI EAFE ETF5.9K shares-2.11%2025-12-312026-01-30 SHEL SHELL PLC SPON ADS7.5K shares-36.66%2025-12-312026-01-30 RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF11.7K shares0.09%2025-12-312026-01-30 EFG ISHARES MSCI EAFE GROWTH ETF4.6K shares4.81%2025-12-312026-01-30 NVDL GRANITESHARES 2X LONG NVDA DAILY ETF6.0K sharesnew addition2025-12-312026-01-30 AGG ISHARES CORE U.S. AGGREGATE BOND ETF5.3K shares27.57%2025-12-312026-01-30 MPLX MPLX LP COM UNIT REP LTD9.7K shares0.00%2025-12-312026-01-30 TSLA TESLA INC COM1.1K shares-61.36%2025-12-312026-01-30 MCD MCDONALDS CORP COM1.7K shares2.90%2025-12-312026-01-30 TGTX TG THERAPEUTICS INC COM16.8K sharesnew addition2025-12-312026-01-30 PEP PEPSICO INC COM3.5K shares-7.05%2025-12-312026-01-30 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF7.3K shares6.60%2025-12-312026-01-30 SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF8.6K shares0.14%2025-12-312026-01-30 RTX RTX CORPORATION COM2.6K shares1.04%2025-12-312026-01-30 OHI OMEGA HEALTHCARE INVS INC COM10.5K shares2.32%2025-12-312026-01-30 HAL HALLIBURTON CO COM16.3K shares0.55%2025-12-312026-01-30 TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS1.5K shares-8.64%2025-12-312026-01-30 VTWO VANGUARD RUSSELL 2000 ETF4.6K shares0.42%2025-12-312026-01-30 LOW LOWES COS INC COM1.9K shares0.16%2025-12-312026-01-30 CMI CUMMINS INC COM882 shares-8.22%2025-12-312026-01-30 DE DEERE & CO COM949 shares0.42%2025-12-312026-01-30 IVW ISHARES S&P 500 GROWTH ETF3.6K shares-26.90%2025-12-312026-01-30 CRWD CROWDSTRIKE HLDGS INC CL A914 shares-15.99%2025-12-312026-01-30 BA BOEING CO COM2.0K shares20.97%2025-12-312026-01-30 GTO INVESCO TOTAL RETURN BOND ETF8.7K shares11.54%2025-12-312026-01-30 ENB ENBRIDGE INC COM8.5K shares0.00%2025-12-312026-01-30 AVDE AVANTIS INTERNATIONAL EQUITY ETF4.9K shares77.30%2025-12-312026-01-30 MDY SPDR S&P MIDCAP 400 ETF TRUST660 shares0.00%2025-12-312026-01-30 VO VANGUARD MID-CAP ETF1.4K shares-1.30%2025-12-312026-01-30 QCOM QUALCOMM INC COM2.3K shares15.50%2025-12-312026-01-30 CEG CONSTELLATION ENERGY CORP COM1.1K shares-0.74%2025-12-312026-01-30 SOXL DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES9.0K shares200.17%2025-12-312026-01-30 RF REGIONS FINANCIAL CORP NEW COM13.3K shares0.05%2025-12-312026-01-30 VIG VANGUARD DIVIDEND APPRECIATION ETF1.5K shares-3.94%2025-12-312026-01-30 HSY HERSHEY CO COM1.8K shares-0.11%2025-12-312026-01-30 IEFA ISHARES CORE MSCI EAFE ETF3.7K shares22.30%2025-12-312026-01-30 ESGE ISHARES ESG AWARE MSCI EM ETF7.4K shares-7.67%2025-12-312026-01-30 OXY OCCIDENTAL PETE CORP COM7.9K shares0.00%2025-12-312026-01-30 AEP AMERICAN ELEC PWR CO INC COM2.8K shares43.01%2025-12-312026-01-30 IRM IRON MTN INC DEL COM3.9K shares0.18%2025-12-312026-01-30 GCOW PACER GLOBAL CASH COWS DIVIDEND ETF7.9K shares0.00%2025-12-312026-01-30 PEG PUBLIC SVC ENTERPRISE GRP INC COM4.0K shares0.55%2025-12-312026-01-30 ET ENERGY TRANSFER L P COM UT LTD PTN19.4K shares-46.81%2025-12-312026-01-30 SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF3.0K shares1.80%2025-12-312026-01-30 BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF3.5K shares30.03%2025-12-312026-01-30 MU MICRON TECHNOLOGY INC COM1.1K shares26.52%2025-12-312026-01-30 LNG CHENIERE ENERGY INC COM NEW1.6K shares3134.00%2025-12-312026-01-30 IHDG WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND6.4K shares0.00%2025-12-312026-01-30 BMO BANK MONTREAL QUE COM2.4K shares8.13%2025-12-312026-01-30 VNLA JANUS HENDERSON SHORT DURATION INCOME ETF6.2K shares0.00%2025-12-312026-01-30 IWM ISHARES RUSSELL 2000 ETF1.2K shares23.61%2025-12-312026-01-30 VB VANGUARD SMALL-CAP ETF1.1K shares-10.98%2025-12-312026-01-30 WELL WELLTOWER INC COM1.6K shares0.00%2025-12-312026-01-30 BIV VANGUARD INTERMEDIATE-TERM BOND ETF3.7K shares-3.37%2025-12-312026-01-30 BHB BAR HBR BANKSHARES COM9.3K shares0.00%2025-12-312026-01-30 PBR.A PETROLEO BRASILEIRO SA PETROBR SP ADR NON VTG25.3K shares1.30%2025-12-312026-01-30 VBK VANGUARD SMALL-CAP GROWTH ETF943 shares-24.14%2025-12-312026-01-30 SCHX SCHWAB U.S. LARGE-CAP ETF10.6K shares-2.69%2025-12-312026-01-30 VRT VERTIV HOLDINGS CO COM CL A1.8K shares268.42%2025-12-312026-01-30 IWP ISHARES RUSSELL MID-CAP GROWTH ETF2.0K shares43.46%2025-12-312026-01-30 GDX VANECK GOLD MINERS ETF3.2K shares-0.56%2025-12-312026-01-30 JKHY HENRY JACK & ASSOC INC COM1.5K shares0.62%2025-12-312026-01-30 SBUX STARBUCKS CORP COM3.1K shares13.12%2025-12-312026-01-30 VV VANGUARD LARGE-CAP ETF837 shares0.00%2025-12-312026-01-30 DGRO ISHARES CORE DIVIDEND GROWTH ETF3.8K shares88.01%2025-12-312026-01-30 MSI MOTOROLA SOLUTIONS INC COM NEW678 shares-0.44%2025-12-312026-01-30 BTI BRITISH AMERN TOB PLC SPONSORED ADR4.5K shares0.15%2025-12-312026-01-30 VIS VANGUARD INDUSTRIALS ETF840 shares0.00%2025-12-312026-01-30 IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF3.1K shares0.03%2025-12-312026-01-30 AXP AMERICAN EXPRESS CO COM667 shares-2.91%2025-12-312026-01-30 GBTC GRAYSCALE BITCOIN TRUST ETF3.6K shares11.58%2025-12-312026-01-30 GLW CORNING INC COM2.7K shares61.62%2025-12-312026-01-30 VDE VANGUARD ENERGY ETF1.9K shares0.00%2025-12-312026-01-30 IJJ ISHARES S&P MID-CAP 400 VALUE ETF1.8K shares-7.27%2025-12-312026-01-30 CRM SALESFORCE INC COM892 shares-98.51%2025-12-312026-01-30 DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST481 shares0.21%2025-12-312026-01-30 GSY INVESCO ULTRA SHORT DURATION ETF4.5K shares0.13%2025-12-312026-01-30 ZION ZIONS BANCORPORATION N A COM3.9K shares1092.26%2025-12-312026-01-30 YUM YUM BRANDS INC COM1.5K shares-0.74%2025-12-312026-01-30 USB US BANCORP DEL COM NEW4.1K shares-26.28%2025-12-312026-01-30 CWB STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF2.4K shares0.00%2025-12-312026-01-30 VOE VANGUARD MID-CAP VALUE ETF1.2K shares0.00%2025-12-312026-01-30 VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF2.3K shares27.65%2025-12-312026-01-30 VWO VANGUARD FTSE EMERGING MARKETS ETF3.9K shares-1.44%2025-12-312026-01-30 DIS DISNEY WALT CO COM1.8K shares-8.50%2025-12-312026-01-30 GIS GENERAL MLS INC COM4.3K shares0.54%2025-12-312026-01-30 MMM 3M CO COM1.2K shares-1.14%2025-12-312026-01-30 EMBJ EMBRAER S.A. 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MSCI PACIFIC ETF710 shares0.00%2025-12-312026-01-30 IYF ISHARES U.S. FINANCIALS ETF400 shares-3.85%2025-12-312026-01-30 CBRE CBRE GROUP INC CL A319 shares4.59%2025-12-312026-01-30 VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF638 shares0.00%2025-12-312026-01-30 TXRH TEXAS ROADHOUSE INC COM306 shares0.00%2025-12-312026-01-30 SIL GLOBAL X SILVER MINERS ETF608 shares0.00%2025-12-312026-01-30 DINO HF SINCLAIR CORP COM1.1K shares0.00%2025-12-312026-01-30 UUUU ENERGY FUELS INC COM NEW3.5K shares-60.62%2025-12-312026-01-30 BKLN INVESCO SENIOR LOAN ETF2.4K shares7.57%2025-12-312026-01-30 QQQJ INVESCO NASDAQ NEXT GEN 100 ETF1.3K sharesnew addition2025-12-312026-01-30 UAL UNITED AIRLS HLDGS INC COM444 shares-33.43%2025-12-312026-01-30 ETY EATON VANCE TAX-MANAGED DIVERS COM3.2K shares0.00%2025-12-312026-01-30 DFIV DIMENSIONAL INTERNATIONAL VALUE ETF993 shares0.40%2025-12-312026-01-30 OLP ONE LIBERTY PPTYS INC COM2.4K shares0.00%2025-12-312026-01-30 SMA SMARTSTOP SELF STORAG REIT INC COMMON STOCK1.6K sharesnew addition2025-12-312026-01-30 APLD APPLIED DIGITAL CORP COM NEW2.0K sharesnew addition2025-12-312026-01-30 TROW PRICE T ROWE GROUP INC COM479 shares4.36%2025-12-312026-01-30 ITW ILLINOIS TOOL WKS INC COM197 shares-12.05%2025-12-312026-01-30 ISTB ISHARES CORE 1-5 YEAR USD BOND ETF992 shares0.00%2025-12-312026-01-30 LHX L3HARRIS TECHNOLOGIES INC COM164 shares0.00%2025-12-312026-01-30 SMH VANECK SEMICONDUCTOR ETF132 shares112.90%2025-12-312026-01-30 EOG EOG RES INC COM453 shares-4.63%2025-12-312026-01-30 MP MP MATERIALS CORP COM CL A934 sharesnew addition2025-12-312026-01-30 SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF1.4K shares0.00%2025-12-312026-01-30 IUSG ISHARES CORE S&P U.S. GROWTH ETF278 shares0.00%2025-12-312026-01-30 PH PARKER-HANNIFIN CORP COM53 shares130.43%2025-12-312026-01-30 TSCO TRACTOR SUPPLY CO COM929 shares1.42%2025-12-312026-01-30 CB CHUBB LIMITED COM148 shares1.37%2025-12-312026-01-30 IONQ IONQ INC COM1.0K shares-23.77%2025-12-312026-01-30 SLYV STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF501 shares-49.95%2025-12-312026-01-30 CVS CVS HEALTH CORP COM572 shares-7.44%2025-12-312026-01-30 CCL CARNIVAL CORP PAIRED CTF1.5K shares-1.07%2025-12-312026-01-30 PBA PEMBINA PIPELINE CORP COM1.2K shares0.00%2025-12-312026-01-30 VAW VANGUARD MATERIALS ETF218 shares0.00%2025-12-312026-01-30 DVN DEVON ENERGY CORP NEW COM1.2K shares-44.78%2025-12-312026-01-30 COLD AMERICOLD REALTY TRUST INC COM3.5K sharesnew addition2025-12-312026-01-30 PAYX PAYCHEX INC COM400 shares3.90%2025-12-312026-01-30 STCE SCHWAB CRYPTO THEMATIC ETF739 sharesnew addition2025-12-312026-01-30 FCX FREEPORT-MCMORAN INC CL B871 shares2.83%2025-12-312026-01-30 FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF1.6K shares0.00%2025-12-312026-01-30 CTAS CINTAS CORP COM235 shares6.82%2025-12-312026-01-30 ZTS ZOETIS INC CL A351 shares48.10%2025-12-312026-01-30 Call Option Holdings
Put Option Holdings
No put option holdings data available