The Analysis of C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad's Holdings
Currently, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad holds 377 types of securities in its portfolio with a total value $1.7B. In the most recent quarter, they have increased their positions in IVE (+110.1K shares, valued at $23.3M), TFLO (+399.2K shares, valued at $20.1M), IEMG (+295.2K shares, valued at $19.8M); decreased their positions in DFAC (-1.2M shares, valued at $47.5M), DCOR (-442.0K shares, valued at $32.5M), BALT (-700.9K shares, valued at $23.5M); initiated new positions in ZALT (+204.9K shares, valued at $6.7M), SYSB (+29.0K shares, valued at $2.6M), FTSM (+34.2K shares, valued at $2.0M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPYM SPDR SERIES TRUST1.7M shares8.67%2025-12-312026-01-20
DFAC DIMENSIONAL ETF TRUST2.8M shares-29.79%2025-12-312026-01-20 DYNF BLACKROCK ETF TRUST972.5K shares22.41%2025-12-312026-01-20 VUG VANGUARD INDEX FDS112.1K shares3.05%2025-12-312026-01-20 VEA VANGUARD TAX-MANAGED FDS867.8K shares4.36%2025-12-312026-01-20 IEMG ISHARES INC774.7K shares61.55%2025-12-312026-01-20 DFAX DIMENSIONAL ETF TRUST1.5M shares-16.46%2025-12-312026-01-20 IVE ISHARES TR223.9K shares96.64%2025-12-312026-01-20 VTV VANGUARD INDEX FDS222.2K shares3.04%2025-12-312026-01-20 XLG INVESCO EXCHANGE TRADED FD T668.5K shares22.99%2025-12-312026-01-20 DCOR DIMENSIONAL ETF TRUST462.9K shares-48.85%2025-12-312026-01-20 SPYG SPDR SERIES TRUST296.3K shares24.69%2025-12-312026-01-20 AAPL APPLE INC109.5K shares11.06%2025-12-312026-01-20 QUAL ISHARES TR133.7K shares-40.02%2025-12-312026-01-20 MTUM ISHARES TR97.7K shares79.22%2025-12-312026-01-20 BNDX VANGUARD CHARLOTTE FDS458.9K shares20.21%2025-12-312026-01-20 BAI BLACKROCK ETF TRUST664.6K shares25.48%2025-12-312026-01-20 THRO BLACKROCK ETF TRUST568.1K shares21.79%2025-12-312026-01-20 TFLO ISHARES TR412.7K shares2963.36%2025-12-312026-01-20 DFIC DIMENSIONAL ETF TRUST570.9K shares-50.24%2025-12-312026-01-20 VWO VANGUARD INTL EQUITY INDEX F322.2K shares2.95%2025-12-312026-01-20 MSFT MICROSOFT CORP35.0K shares2.70%2025-12-312026-01-20 QQQM INVESCO EXCH TRADED FD TR II66.7K shares45.78%2025-12-312026-01-20 SPDW SPDR INDEX SHS FDS367.4K shares6.13%2025-12-312026-01-20 BINC BLACKROCK ETF TRUST II285.5K shares48.81%2025-12-312026-01-20 MBB ISHARES TR148.2K shares41.61%2025-12-312026-01-20 DFSD DIMENSIONAL ETF TRUST283.9K shares-12.17%2025-12-312026-01-20 BSV VANGUARD BD INDEX FDS161.3K shares8.86%2025-12-312026-01-20 VB VANGUARD INDEX FDS45.2K shares-7.64%2025-12-312026-01-20 SHLD GLOBAL X FDS166.1K shares27.28%2025-12-312026-01-20 NVDA NVIDIA CORPORATION57.5K shares-7.37%2025-12-312026-01-20 TLH ISHARES TR103.0K shares-10.88%2025-12-312026-01-20 IVV ISHARES TR14.1K shares67.74%2025-12-312026-01-20 CGDV CAPITAL GROUP DIVIDEND VALUE204.4K shares1.08%2025-12-312026-01-20 DFCF DIMENSIONAL ETF TRUST203.0K shares-6.74%2025-12-312026-01-20 DFGX DIMENSIONAL ETF TRUST157.3K shares-5.78%2025-12-312026-01-20 DFEM DIMENSIONAL ETF TRUST247.5K shares-49.97%2025-12-312026-01-20 SPY SPDR S&P 500 ETF TR10.4K shares41.74%2025-12-312026-01-20 DFUS DIMENSIONAL ETF TRUST95.1K shares-31.57%2025-12-312026-01-20 DGCB DIMENSIONAL ETF TRUST128.9K shares-13.01%2025-12-312026-01-20 SOXX ISHARES TR22.3K shares-12.68%2025-12-312026-01-20 ZALT INNOVATOR ETFS TRUST204.9K sharesnew addition2025-12-312026-01-20 EEM ISHARES TR120.5K shares284.83%2025-12-312026-01-20 UJUL INNOVATOR ETFS TRUST165.2K shares-38.84%2025-12-312026-01-20 AIRR FIRST TR EXCHANGE TRADED FD65.0K shares-3.22%2025-12-312026-01-20 VYM VANGUARD WHITEHALL FDS44.4K shares283.13%2025-12-312026-01-20 IYW ISHARES TR31.9K shares4.14%2025-12-312026-01-20 VTI VANGUARD INDEX FDS18.9K shares-11.36%2025-12-312026-01-20 AMZN AMAZON COM INC27.3K shares3.74%2025-12-312026-01-20 VMBS VANGUARD SCOTTSDALE FDS133.9K shares8.05%2025-12-312026-01-20 BIL SPDR SERIES TRUST68.3K shares-73.44%2025-12-312026-01-20 BIV VANGUARD BD INDEX FDS79.1K shares7.69%2025-12-312026-01-20 BLV VANGUARD BD INDEX FDS84.1K shares7.20%2025-12-312026-01-20 UJAN INNOVATOR ETFS TRUST134.6K shares-34.50%2025-12-312026-01-20 UDEC INNOVATOR ETFS TRUST141.5K shares-6.87%2025-12-312026-01-20 UFEB INNOVATOR ETFS TRUST151.5K shares-6.58%2025-12-312026-01-20 UAUG INNOVATOR ETFS TRUST139.1K shares-6.95%2025-12-312026-01-20 USEP INNOVATOR ETFS TRUST140.0K shares-7.24%2025-12-312026-01-20 UMAR INNOVATOR ETFS TRUST137.4K shares-6.79%2025-12-312026-01-20 UNOV INNOVATOR ETFS TRUST144.0K shares-5.89%2025-12-312026-01-20 UOCT INNOVATOR ETFS TRUST140.0K shares-35.28%2025-12-312026-01-20 UJUN INNOVATOR ETFS TRUST145.7K shares-11.02%2025-12-312026-01-20 UMAY INNOVATOR ETFS TRUST147.7K shares-6.19%2025-12-312026-01-20 GLD SPDR GOLD TR13.6K shares-2.56%2025-12-312026-01-20 UAPR INNOVATOR ETFS TRUST163.6K shares-34.95%2025-12-312026-01-20 BALT INNOVATOR ETFS TRUST157.6K shares-81.64%2025-12-312026-01-20 AVDE AMERICAN CENTY ETF TR62.8K shares1.79%2025-12-312026-01-20 SPAB SPDR SERIES TRUST196.1K shares90.56%2025-12-312026-01-20 FBCG FIDELITY COVINGTON TRUST90.6K shares-2.75%2025-12-312026-01-20 LLY ELI LILLY & CO4.5K shares-16.56%2025-12-312026-01-20 HIMU BLACKROCK ETF TRUST II96.9K shares25.91%2025-12-312026-01-20 ABBV ABBVIE INC20.3K shares-29.76%2025-12-312026-01-20 XLK SELECT SECTOR SPDR TR30.5K shares103.68%2025-12-312026-01-20 RY ROYAL BK CDA25.0K shares-0.05%2025-12-312026-01-20 ALPHABET INC ALPHABET INC13.1K shares15.58%2025-12-312026-01-20 HD HOME DEPOT INC11.8K shares-11.03%2025-12-312026-01-20 EFV ISHARES TR56.0K shares25.37%2025-12-312026-01-20 VTEI VANGUARD MUN BD FDS37.2K shares10.17%2025-12-312026-01-20 IVW ISHARES TR30.0K shares6.95%2025-12-312026-01-20 DGRO ISHARES TR52.1K shares20.60%2025-12-312026-01-20 BROADCOM INC BROADCOM INC10.3K shares0.48%2025-12-312026-01-20 META META PLATFORMS INC5.3K shares16.07%2025-12-312026-01-20 MEAR ISHARES U S ETF TR66.2K shares19.12%2025-12-312026-01-20 ALPHABET INC ALPHABET INC10.4K shares-31.20%2025-12-312026-01-20 IBM INTERNATIONAL BUSINESS MACHS10.1K shares4.17%2025-12-312026-01-20 QLTA ISHARES TR62.4K shares-18.56%2025-12-312026-01-20 ESGU ISHARES TR19.7K shares-2.67%2025-12-312026-01-20 DFNM DIMENSIONAL ETF TRUST58.4K shares-12.53%2025-12-312026-01-20 XOM EXXON MOBIL CORP23.2K shares-16.93%2025-12-312026-01-20 IEFA ISHARES TR30.1K shares74.84%2025-12-312026-01-20 TSLA TESLA INC5.9K shares5.11%2025-12-312026-01-20 IBIT ISHARES BITCOIN TRUST ETF52.9K shares4.42%2025-12-312026-01-20 IWY ISHARES TR9.4K shares90.23%2025-12-312026-01-20 SYSB ISHARES TR29.0K sharesnew addition2025-12-312026-01-20 PLTR PALANTIR TECHNOLOGIES INC14.5K shares-8.61%2025-12-312026-01-20 ABT ABBOTT LABS19.8K shares-5.47%2025-12-312026-01-20 JNJ JOHNSON & JOHNSON11.9K shares-11.90%2025-12-312026-01-20 CAT CATERPILLAR INC4.2K shares2.84%2025-12-312026-01-20 CLOA BLACKROCK ETF TRUST II46.7K shares100.75%2025-12-312026-01-20 SMH VANECK ETF TRUST6.4K shares29.35%2025-12-312026-01-20 IGEB ISHARES TR49.5K shares32.36%2025-12-312026-01-20 MCD MCDONALDS CORP7.4K shares-2.08%2025-12-312026-01-20 COST COSTCO WHSL CORP NEW2.6K shares-2.58%2025-12-312026-01-20 NFLX NETFLIX INC23.6K shares965.00%2025-12-312026-01-20 XUSP INNOVATOR ETFS TRUST46.2K shares-26.46%2025-12-312026-01-20 WMT WALMART INC19.6K shares-38.42%2025-12-312026-01-20 VTEB VANGUARD MUN BD FDS42.5K shares-0.54%2025-12-312026-01-20 FNDF SCHWAB STRATEGIC TR47.0K shares12.64%2025-12-312026-01-20 OEF ISHARES TR6.1K shares-15.91%2025-12-312026-01-20 FTSM FIRST TR EXCHANGE-TRADED FD34.2K sharesnew addition2025-12-312026-01-20 BALI BLACKROCK ETF TRUST62.9K shares30.63%2025-12-312026-01-20 XLV SELECT SECTOR SPDR TR12.8K sharesnew addition2025-12-312026-01-20 VGT VANGUARD WORLD FD2.6K shares-20.89%2025-12-312026-01-20 MOAT VANECK ETF TRUST18.8K shares-2.26%2025-12-312026-01-20 CRDO CREDO TECHNOLOGY GROUP HOLDI13.3K shares-4.67%2025-12-312026-01-20 IDEV ISHARES TR23.1K shares26.49%2025-12-312026-01-20 IUSB ISHARES TR40.9K shares-6.12%2025-12-312026-01-20 HYGW ISHARES TR63.7K shares43.41%2025-12-312026-01-20 VV VANGUARD INDEX FDS6.0K shares9.91%2025-12-312026-01-20 IWR ISHARES TR19.5K shares11.09%2025-12-312026-01-20 SLV ISHARES SILVER TR29.0K shares47.80%2025-12-312026-01-20 IXN ISHARES TR16.7K shares-0.94%2025-12-312026-01-20 MUB ISHARES TR16.3K shares8.11%2025-12-312026-01-20 DFGR DIMENSIONAL ETF TRUST65.3K shares-46.99%2025-12-312026-01-20 IWV ISHARES TR4.4K shares63.57%2025-12-312026-01-20 VGIT VANGUARD SCOTTSDALE FDS28.1K shares172.37%2025-12-312026-01-20 VGLT VANGUARD SCOTTSDALE FDS30.0K shares21.03%2025-12-312026-01-20 IEF ISHARES TR17.3K shares38.40%2025-12-312026-01-20 BUFR FIRST TR EXCHNG TRADED FD VI47.5K shares13.82%2025-12-312026-01-20 ICVT ISHARES TR16.2K shares55.74%2025-12-312026-01-20 NLR VANECK ETF TRUST12.8K shares-1.44%2025-12-312026-01-20 DIA SPDR DOW JONES INDL AVERAGE3.1K shares-49.52%2025-12-312026-01-20 AMD ADVANCED MICRO DEVICES INC7.0K shares25.17%2025-12-312026-01-20 VCIT VANGUARD SCOTTSDALE FDS17.6K shares139.25%2025-12-312026-01-20 IJH ISHARES TR22.3K shares103.47%2025-12-312026-01-20 PG PROCTER AND GAMBLE CO10.0K shares18.54%2025-12-312026-01-20 MCK MCKESSON CORP1.7K sharesnew addition2025-12-312026-01-20 VTES VANGUARD WELLINGTON FD14.0K shares10.92%2025-12-312026-01-20 CWB SPDR SERIES TRUST15.8K shares90.89%2025-12-312026-01-20 GJUL FIRST TR EXCHNG TRADED FD VI34.0K shares0.00%2025-12-312026-01-20 IWM ISHARES TR5.7K shares229.39%2025-12-312026-01-20 VNQ VANGUARD INDEX FDS15.6K shares150.62%2025-12-312026-01-20 GAUG FIRST TR EXCHNG TRADED FD VI35.2K shares0.00%2025-12-312026-01-20 DSEP FIRST TR EXCHNG TRADED FD VI30.6K shares101.61%2025-12-312026-01-20 PM PHILIP MORRIS INTL INC8.6K shares3.00%2025-12-312026-01-20 JPM JPMORGAN CHASE & CO.4.2K shares-32.45%2025-12-312026-01-20 SHW SHERWIN WILLIAMS CO4.1K shares-33.35%2025-12-312026-01-20 EMLC VANECK ETF TRUST50.4K sharesnew addition2025-12-312026-01-20 VBR VANGUARD INDEX FDS6.1K shares-9.33%2025-12-312026-01-20 VHT VANGUARD WORLD FD4.4K shares0.00%2025-12-312026-01-20 XLU SELECT SECTOR SPDR TR29.6K shares64.27%2025-12-312026-01-20 BUFD FIRST TR EXCHNG TRADED FD VI43.0K shares11.12%2025-12-312026-01-20 ZOCT INNOVATOR ETFS TRUST44.8K sharesnew addition2025-12-312026-01-20 BLACKROCK INC BLACKROCK INC1.1K shares285.51%2025-12-312026-01-20 MGK VANGUARD WORLD FD2.8K shares86.48%2025-12-312026-01-20 USFR WISDOMTREE TR22.1K shares-79.45%2025-12-312026-01-20 LMT LOCKHEED MARTIN CORP2.3K shares-28.42%2025-12-312026-01-20 CVX CHEVRON CORP NEW7.1K shares22.59%2025-12-312026-01-20 EMXC ISHARES INC14.7K shares-0.14%2025-12-312026-01-20 SHYM BLACKROCK ETF TRUST II47.2K shares13.99%2025-12-312026-01-20 VEEV VEEVA SYS INC4.6K shares0.11%2025-12-312026-01-20 FV FIRST TR EXCHANGE TRADED FD16.4K shares-13.73%2025-12-312026-01-20 VGK VANGUARD INTL EQUITY INDEX F12.2K sharesnew addition2025-12-312026-01-20 DFSV DIMENSIONAL ETF TRUST30.4K shares-1.45%2025-12-312026-01-20 SUB ISHARES TR9.3K shares36.13%2025-12-312026-01-20 COWZ PACER FDS TR16.4K shares-9.08%2025-12-312026-01-20 IXC ISHARES TR23.4K shares-1.15%2025-12-312026-01-20 SCHG SCHWAB STRATEGIC TR30.1K shares156.97%2025-12-312026-01-20 MGV VANGUARD WORLD FD6.9K shares227.49%2025-12-312026-01-20 GLDM WORLD GOLD TR11.3K shares19.38%2025-12-312026-01-20 T AT&T INC38.6K shares-15.94%2025-12-312026-01-20 APOC INNOVATOR ETFS TRUST36.1K shares291.83%2025-12-312026-01-20 SHOP SHOPIFY INC5.8K shares-5.93%2025-12-312026-01-20 VOYA VOYA FINANCIAL INC12.2K shares0.00%2025-12-312026-01-20 SCHF SCHWAB STRATEGIC TR37.8K shares-9.65%2025-12-312026-01-20 ZAPR INNOVATOR ETFS TRUST34.7K shares0.61%2025-12-312026-01-20 ADP AUTOMATIC DATA PROCESSING IN3.5K shares-1.81%2025-12-312026-01-20 ALPS ETF TR ALPS ETF TR19.0K shares-2.56%2025-12-312026-01-20 JEPI J P MORGAN EXCHANGE TRADED F15.1K shares40.89%2025-12-312026-01-20 GBIL GOLDMAN SACHS ETF TR8.6K sharesnew addition2025-12-312026-01-20 AXP AMERICAN EXPRESS CO2.3K shares1.14%2025-12-312026-01-20 FDN FIRST TR EXCHANGE-TRADED FD3.1K sharesnew addition2025-12-312026-01-20 MGC VANGUARD WORLD FD3.2K shares-3.34%2025-12-312026-01-20 ITOT ISHARES TR5.4K shares183.76%2025-12-312026-01-20 EALT INNOVATOR ETFS TRUST22.5K shares32.40%2025-12-312026-01-20 NEE NEXTERA ENERGY INC9.8K shares-13.84%2025-12-312026-01-20 CVS CVS HEALTH CORP9.9K sharesnew addition2025-12-312026-01-20 ORCL ORACLE CORP4.0K shares4.85%2025-12-312026-01-20 SCHD SCHWAB STRATEGIC TR27.9K sharesnew addition2025-12-312026-01-20 AFL AFLAC INC6.9K shares-23.68%2025-12-312026-01-20 TJX TJX COS INC NEW4.9K shares-8.45%2025-12-312026-01-20 FSEP FIRST TR EXCHNG TRADED FD VI14.5K shares-2.80%2025-12-312026-01-20 PFE PFIZER INC29.9K shares150.54%2025-12-312026-01-20 PWB INVESCO EXCHANGE TRADED FD T5.7K shares-42.17%2025-12-312026-01-20 XLE SELECT SECTOR SPDR TR16.1K shares-48.63%2025-12-312026-01-20 FTC FIRST TR EXCHANGE-TRADED ALP4.5K shares-42.11%2025-12-312026-01-20 DJUL FIRST TR EXCHNG TRADED FD VI15.1K sharesnew addition2025-12-312026-01-20 VOE VANGUARD INDEX FDS4.0K shares-81.19%2025-12-312026-01-20 IGM ISHARES TR5.5K shares-9.51%2025-12-312026-01-20 ESGE ISHARES INC16.2K shares-2.92%2025-12-312026-01-20 PEP PEPSICO INC5.0K shares-0.02%2025-12-312026-01-20 DRI DARDEN RESTAURANTS INC3.8K shares-5.16%2025-12-312026-01-20 DAUG FIRST TR EXCHNG TRADED FD VI15.7K sharesnew addition2025-12-312026-01-20 GE AEROSPACE GE AEROSPACE2.2K shares92.80%2025-12-312026-01-20 RTX RTX CORPORATION3.7K shares-1.12%2025-12-312026-01-20 MO ALTRIA GROUP INC11.7K shares29.49%2025-12-312026-01-20 DFEB FIRST TR EXCHNG TRADED FD VI14.2K sharesnew addition2025-12-312026-01-20 LOW LOWES COS INC2.8K shares-28.59%2025-12-312026-01-20 AIQ GLOBAL X FDS13.1K shares-3.04%2025-12-312026-01-20 MPC MARATHON PETE CORP4.1K shares82.60%2025-12-312026-01-20 JAJL INNOVATOR ETFS TRUST22.6K shares-40.15%2025-12-312026-01-20 AMGN AMGEN INC2.0K shares-14.93%2025-12-312026-01-20 ITA ISHARES TR3.0K shares-81.49%2025-12-312026-01-20 QCOM QUALCOMM INC3.8K shares9.60%2025-12-312026-01-20 PZA INVESCO EXCH TRADED FD TR II27.4K shares25.90%2025-12-312026-01-20 IDNA ISHARES TR24.0K shares-2.05%2025-12-312026-01-20 UPS UNITED PARCEL SERVICE INC6.3K shares48.04%2025-12-312026-01-20 VEU VANGUARD INTL EQUITY INDEX F8.3K shares-11.73%2025-12-312026-01-20 TSM TAIWAN SEMICONDUCTOR MFG LTD2.0K shares7.50%2025-12-312026-01-20 BAC BANK AMERICA CORP10.9K shares-15.78%2025-12-312026-01-20 CRWD CROWDSTRIKE HLDGS INC1.3K shares3.82%2025-12-312026-01-20 UNH UNITEDHEALTH GROUP INC1.8K shares-39.68%2025-12-312026-01-20 PSX PHILLIPS 664.5K shares4.82%2025-12-312026-01-20 HON HONEYWELL INTL INC3.0K shares5.84%2025-12-312026-01-20 IJR ISHARES TR4.8K shares-7.47%2025-12-312026-01-20 ZJUL INNOVATOR ETFS TRUST19.8K shares-61.55%2025-12-312026-01-20 JEPQ J P MORGAN EXCHANGE TRADED F9.9K shares29.54%2025-12-312026-01-20 NDSN NORDSON CORP2.4K shares-0.08%2025-12-312026-01-20 MS MORGAN STANLEY3.2K shares-59.82%2025-12-312026-01-20 CEG CONSTELLATION ENERGY CORP1.6K shares21.58%2025-12-312026-01-20 GAM GENERAL AMERN INVS CO INC9.6K shares0.00%2025-12-312026-01-20 ARKK ARK ETF TR7.3K sharesnew addition2025-12-312026-01-20 PCY INVESCO EXCH TRADED FD TR II25.0K sharesnew addition2025-12-312026-01-20 RDVY FIRST TR EXCHANGE TRADED FD7.7K shares83.39%2025-12-312026-01-20 PDBC INVESCO ACTVELY MNGD ETC FD39.1K sharesnew addition2025-12-312026-01-20 PAVE GLOBAL X FDS10.7K shares0.46%2025-12-312026-01-20 CSCO CISCO SYS INC6.5K shares0.57%2025-12-312026-01-20 FE FIRSTENERGY CORP11.1K shares-4.28%2025-12-312026-01-20 DE DEERE & CO1.1K shares-2.21%2025-12-312026-01-20 BIDD BLACKROCK ETF TRUST17.1K shares-67.85%2025-12-312026-01-20 COP CONOCOPHILLIPS5.3K shares11.40%2025-12-312026-01-20 VCSH VANGUARD SCOTTSDALE FDS6.1K shares-44.84%2025-12-312026-01-20 MELI MERCADOLIBRE INC242 shares7.08%2025-12-312026-01-20 KO COCA COLA CO7.0K shares5.13%2025-12-312026-01-20 VOT VANGUARD INDEX FDS1.7K shares-70.06%2025-12-312026-01-20 IFRA ISHARES TR9.1K shares-3.68%2025-12-312026-01-20 VBK VANGUARD INDEX FDS1.6K shares-68.12%2025-12-312026-01-20 FDVV FIDELITY COVINGTON TRUST8.3K sharesnew addition2025-12-312026-01-20 SCHY SCHWAB STRATEGIC TR15.7K sharesnew addition2025-12-312026-01-20 BCI ABRDN ETFS23.8K shares12.86%2025-12-312026-01-20 V VISA INC1.3K shares-28.29%2025-12-312026-01-20 NVS NOVARTIS AG3.3K shares-6.72%2025-12-312026-01-20 BSX BOSTON SCIENTIFIC CORP4.8K shares-0.42%2025-12-312026-01-20 MLPX GLOBAL X FDS7.4K shares-23.65%2025-12-312026-01-20 DFIP DIMENSIONAL ETF TRUST10.6K shares-54.81%2025-12-312026-01-20 EMR EMERSON ELEC CO3.3K shares-26.26%2025-12-312026-01-20 IHAK ISHARES TR9.0K shares-0.84%2025-12-312026-01-20 TER TERADYNE INC2.2K shares42.37%2025-12-312026-01-20 SHY ISHARES TR5.2K shares-58.41%2025-12-312026-01-20 IWL ISHARES TR2.5K shares32.20%2025-12-312026-01-20 OKLO OKLO INC6.0K shares59.66%2025-12-312026-01-20 SPMO INVESCO EXCH TRADED FD TR II3.6K shares-90.24%2025-12-312026-01-20 IGRO ISHARES TR5.2K shares-65.15%2025-12-312026-01-20 IYK ISHARES TR6.4K shares-6.22%2025-12-312026-01-20 WM WASTE MGMT INC DEL1.9K shares9.02%2025-12-312026-01-20 IWF ISHARES TR885 shares10.35%2025-12-312026-01-20 ETHA ISHARES ETHEREUM TR18.7K shares114.28%2025-12-312026-01-20 TFC TRUIST FINL CORP8.4K shares-43.36%2025-12-312026-01-20 DIS DISNEY WALT CO3.6K shares-14.90%2025-12-312026-01-20 UNP UNION PAC CORP1.8K shares-11.82%2025-12-312026-01-20 GDX VANECK ETF TRUST4.8K shares-85.66%2025-12-312026-01-20 SPYD SPDR SERIES TRUST9.5K sharesnew addition2025-12-312026-01-20 IAGG ISHARES TR8.1K shares-5.12%2025-12-312026-01-20 IWD ISHARES TR1.9K shares70.64%2025-12-312026-01-20 DFUV DIMENSIONAL ETF TRUST8.6K shares-8.18%2025-12-312026-01-20 FBTC FIDELITY WISE ORIGIN BITCOIN5.2K shares-39.39%2025-12-312026-01-20 BUG GLOBAL X FDS13.0K shares-0.61%2025-12-312026-01-20 PSEP INNOVATOR ETFS TRUST9.0K shares0.00%2025-12-312026-01-20 VIG VANGUARD SPECIALIZED FUNDS1.8K shares-26.33%2025-12-312026-01-20 ING ING GROEP N.V.13.8K shares-2.86%2025-12-312026-01-20 GBTC GRAYSCALE BITCOIN TRUST ETF5.6K shares-5.57%2025-12-312026-01-20 TBUX T ROWE PRICE ETF INC7.7K sharesnew addition2025-12-312026-01-20 VXF VANGUARD INDEX FDS1.8K shares0.73%2025-12-312026-01-20 ET ENERGY TRANSFER L P22.5K shares19.68%2025-12-312026-01-20 SDVY FIRST TR EXCHANGE-TRADED FD9.7K shares-15.60%2025-12-312026-01-20 VPU VANGUARD WORLD FD2.0K shares-25.73%2025-12-312026-01-20 JMOM J P MORGAN EXCHANGE TRADED F5.4K shares-0.02%2025-12-312026-01-20 EFG ISHARES TR3.2K shares-11.23%2025-12-312026-01-20 ITW ILLINOIS TOOL WKS INC1.5K shares0.54%2025-12-312026-01-20 SCHE SCHWAB STRATEGIC TR10.9K shares1.73%2025-12-312026-01-20 AEP AMERICAN ELEC PWR CO INC3.1K shares0.39%2025-12-312026-01-20 INTC INTEL CORP9.6K sharesnew addition2025-12-312026-01-20 IWB ISHARES TR944 shares6.19%2025-12-312026-01-20 VZ VERIZON COMMUNICATIONS INC8.5K shares15.77%2025-12-312026-01-20 EVLN MORGAN STANLEY ETF TRUST6.9K sharesnew addition2025-12-312026-01-20 XLY SELECT SECTOR SPDR TR2.8K shares15.87%2025-12-312026-01-20 AGG ISHARES TR3.3K shares-73.86%2025-12-312026-01-20 PFEB INNOVATOR ETFS TRUST8.0K shares0.00%2025-12-312026-01-20 EPD ENTERPRISE PRODS PARTNERS L10.1K sharesnew addition2025-12-312026-01-20 ZJAN INNOVATOR ETFS TRUST11.8K shares1.17%2025-12-312026-01-20 EFA ISHARES TR3.4K sharesnew addition2025-12-312026-01-20 HOOD ROBINHOOD MKTS INC2.8K shares-12.11%2025-12-312026-01-20 NSC NORFOLK SOUTHN CORP1.1K shares-74.15%2025-12-312026-01-20 PYLD PIMCO ETF TR11.9K sharesnew addition2025-12-312026-01-20 OZ BELPOINTE PREP LLC4.9K shares0.00%2025-12-312026-01-20 AXON AXON ENTERPRISE INC557 shares-11.16%2025-12-312026-01-20 IHI ISHARES TR5.1K shares-7.41%2025-12-312026-01-20 XLF SELECT SECTOR SPDR TR5.7K shares-78.61%2025-12-312026-01-20 HYG ISHARES TR3.9K shares-55.52%2025-12-312026-01-20 BSEP INNOVATOR ETFS TRUST6.3K shares0.00%2025-12-312026-01-20 FVD FIRST TR EXCHANGE-TRADED FD6.7K sharesnew addition2025-12-312026-01-20 USMV ISHARES TR3.2K shares35.28%2025-12-312026-01-20 VYMI VANGUARD WHITEHALL FDS3.3K sharesnew addition2025-12-312026-01-20 CL COLGATE PALMOLIVE CO3.8K shares-16.43%2025-12-312026-01-20 IGF ISHARES TR4.8K sharesnew addition2025-12-312026-01-20 GEV GE VERNOVA INC436 sharesnew addition2025-12-312026-01-20 IWS ISHARES TR2.0K shares-26.65%2025-12-312026-01-20 BA BOEING CO1.3K shares-58.41%2025-12-312026-01-20 ETR ENTERGY CORP NEW3.0K shares-7.47%2025-12-312026-01-20 PFF ISHARES TR8.7K sharesnew addition2025-12-312026-01-20 XYLD GLOBAL X FDS6.7K shares-0.54%2025-12-312026-01-20 DEM WISDOMTREE TR5.7K sharesnew addition2025-12-312026-01-20 AHR AMERICAN HEALTHCARE REIT INC5.6K shares-25.92%2025-12-312026-01-20 FTGS FIRST TR EXCHANGE-TRADED FD7.5K sharesnew addition2025-12-312026-01-20 IBTG ISHARES TR11.5K shares0.06%2025-12-312026-01-20 IYZ ISHARES TR7.7K shares-26.54%2025-12-312026-01-20 BRC BRADY CORP3.3K shares0.00%2025-12-312026-01-20 XTL SPDR SERIES TRUST1.6K sharesnew addition2025-12-312026-01-20 XMMO INVESCO EXCHANGE TRADED FD T1.8K shares-5.15%2025-12-312026-01-20 ACWI ISHARES TR1.8K shares0.00%2025-12-312026-01-20 RYLD GLOBAL X FDS16.2K shares-0.97%2025-12-312026-01-20 PAAS PAN AMERN SILVER CORP4.7K sharesnew addition2025-12-312026-01-20 VSS VANGUARD INTL EQUITY INDEX F1.7K shares-27.01%2025-12-312026-01-20 PREF PRINCIPAL EXCHANGE TRADED FD12.6K sharesnew addition2025-12-312026-01-20 CSX CSX CORP6.6K shares-0.97%2025-12-312026-01-20 BK BANK NEW YORK MELLON CORP2.0K sharesnew addition2025-12-312026-01-20 NZF NUVEEN MUNICIPAL CREDIT INC18.7K shares2.37%2025-12-312026-01-20 MU MICRON TECHNOLOGY INC816 sharesnew addition2025-12-312026-01-20 RPM RPM INTL INC2.2K shares0.00%2025-12-312026-01-20 ENB ENBRIDGE INC4.8K shares-4.85%2025-12-312026-01-20 JPIB J P MORGAN EXCHANGE TRADED F4.8K sharesnew addition2025-12-312026-01-20 MAGS LISTED FDS TR3.5K shares0.00%2025-12-312026-01-20 PPG PPG INDS INC2.2K shares3.95%2025-12-312026-01-20 SO SOUTHERN CO2.6K shares-17.49%2025-12-312026-01-20 BMY BRISTOL-MYERS SQUIBB CO4.2K shares-16.55%2025-12-312026-01-20 WFC WELLS FARGO CO NEW2.4K shares-24.08%2025-12-312026-01-20 GILD GILEAD SCIENCES INC1.8K sharesnew addition2025-12-312026-01-20 BOCT INNOVATOR ETFS TRUST4.5K sharesnew addition2025-12-312026-01-20 IBKR INTERACTIVE BROKERS GROUP IN3.5K sharesnew addition2025-12-312026-01-20 SCHW SCHWAB CHARLES CORP2.2K shares-8.41%2025-12-312026-01-20 LNG CHENIERE ENERGY INC1.1K shares2.94%2025-12-312026-01-20 GEF.B GREIF INC2.9K sharesnew addition2025-12-312026-01-20 NUE NUCOR CORP1.3K sharesnew addition2025-12-312026-01-20 ELV ELEVANCE HEALTH INC FORMERLY607 shares-45.17%2025-12-312026-01-20 LNT ALLIANT ENERGY CORP3.1K sharesnew addition2025-12-312026-01-20 PMAR INNOVATOR ETFS TRUST4.5K shares-5.26%2025-12-312026-01-20 IFN INDIA FD INC13.8K shares0.00%2025-12-312026-01-20 QYLD GLOBAL X FDS10.1K shares-0.97%2025-12-312026-01-20 BIOHAVEN LTD BIOHAVEN LTD15.5K sharesnew addition2025-12-312026-01-20 BBAI BIGBEAR AI HLDGS INC29.0K sharesnew addition2025-12-312026-01-20 PML PIMCO MUN INCOME FD II11.7K shares1.52%2025-12-312026-01-20 ACHR ARCHER AVIATION INC11.3K sharesnew addition2025-12-312026-01-20 OPEN OPENDOOR TECHNOLOGIES INC11.8K sharesnew addition2025-12-312026-01-20 ZVIA ZEVIA PBC11.7K sharesnew addition2025-12-312026-01-20 ACHR.WS ARCHER AVIATION INC10.0K shares0.00%2025-12-312026-01-20 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available