The Analysis of EQ WEALTH ADVISORS, LLC's Holdings
Currently, EQ WEALTH ADVISORS, LLC holds 259 types of securities in its portfolio with a total value $169.4M. In the most recent quarter, they have increased their positions in VCRM (+31.2K shares, valued at $2.4M), PYLD (+77.8K shares, valued at $2.1M), CGMS (+71.4K shares, valued at $2.0M); decreased their positions in SCHP (-24.6K shares, valued at $652.8K), DFIV (-9.0K shares, valued at $450.6K), DISV (-11.0K shares, valued at $417.5K); initiated new positions in VCRM (+31.2K shares, valued at $2.4M), DFAS (+5.9K shares, valued at $409.1K), ORCL (+1.3K shares, valued at $254.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
CGMS CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF594.4K shares13.66%2025-12-312026-02-02
PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND595.9K shares15.01%2025-12-312026-02-02 SCHP SCHWAB US TIPS ETF425.3K shares-5.48%2025-12-312026-02-02 CGGR CAPITAL GROUP GROWTH ETF242.8K shares1.78%2025-12-312026-02-02 DFIV DIMENSIONAL INTERNATIONAL VALUE ETF184.9K shares-4.66%2025-12-312026-02-02 BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF178.3K shares6.39%2025-12-312026-02-02 DISV DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF202.5K shares-5.15%2025-12-312026-02-02 DFSV DIMENSIONAL US SMALL CAP VALUE ETF221.8K shares-4.36%2025-12-312026-02-02 FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF212.0K shares4.55%2025-12-312026-02-02 CGMU CAPITAL GROUP MUNICIPAL INCOME ETF181.7K shares44.69%2025-12-312026-02-02 VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF40.5K shares1.64%2025-12-312026-02-02 DFEV DIMENSIONAL EMERGING MARKETS VALUE ETF109.7K shares4.18%2025-12-312026-02-02 CGSD CAPITAL GROUP SHORT DURATION INCOME ETF140.7K shares-9.85%2025-12-312026-02-02 CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF103.0K shares11.16%2025-12-312026-02-02 CGDV CAPITAL GROUP DIVIDEND VALUE ETF62.2K shares55.09%2025-12-312026-02-02 VIG VANGUARD DIVIDEND APPRECIATION ETF11.2K shares-2.02%2025-12-312026-02-02 VCRM VANGUARD CORE TAX-EXEMPT BOND ETF31.2K sharesnew addition2025-12-312026-02-02 STIP ISHARES 0-5 YEAR TIPS BOND ETF22.9K shares-3.89%2025-12-312026-02-02 FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF73.7K shares-6.11%2025-12-312026-02-02 FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF59.9K shares-4.86%2025-12-312026-02-02 MSFT MICROSOFT CORP COM4.0K shares-6.63%2025-12-312026-02-02 FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF34.8K shares-5.58%2025-12-312026-02-02 CGNG CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF28.3K shares9.57%2025-12-312026-02-02 CGCP CAPITAL GROUP CORE PLUS INCOME ETF36.8K shares-0.96%2025-12-312026-02-02 FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF16.6K shares20.56%2025-12-312026-02-02 NMZ NUVEEN MUN HIGH INCOME OPPORTU COM63.6K shares24.22%2025-12-312026-02-02 CGCB CAPITAL GROUP CORE BOND ETF24.4K shares10.08%2025-12-312026-02-02 DFLV DIMENSIONAL US LARGE CAP VALUE ETF14.5K shares-0.78%2025-12-312026-02-02 MCD MCDONALDS CORP COM1.6K shares1.06%2025-12-312026-02-02 TIP ISHARES TIPS BOND ETF4.0K shares0.00%2025-12-312026-02-02 DFAS DIMENSIONAL U.S. SMALL CAP ETF5.9K sharesnew addition2025-12-312026-02-02 CSX CSX CORP COM11.2K shares0.33%2025-12-312026-02-02 XOM EXXON MOBIL CORP COM3.3K shares2.01%2025-12-312026-02-02 CGHM CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF15.5K shares2.35%2025-12-312026-02-02 AMZN AMAZON COM INC COM1.7K shares-2.86%2025-12-312026-02-02 VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF4.7K shares0.13%2025-12-312026-02-02 GLD SPDR GOLD SHARES918 shares7.12%2025-12-312026-02-02 MFDX PIMCO RAFI DYNAMIC MULTI-FACTOR INTERNATIONAL EQUITY ETF9.4K shares70.09%2025-12-312026-02-02 RSPG INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF4.2K shares-19.20%2025-12-312026-02-02 AAPL APPLE INC COM1.2K shares-8.26%2025-12-312026-02-02 ABBV ABBVIE INC COM1.3K shares0.00%2025-12-312026-02-02 LLY ELI LILLY & CO COM272 shares3.42%2025-12-312026-02-02 CVX CHEVRON CORP NEW COM1.9K shares9.53%2025-12-312026-02-02 ORCL ORACLE CORP COM1.3K sharesnew addition2025-12-312026-02-02 DFIS DIMENSIONAL INTERNATIONAL SMALL CAP ETF7.6K sharesnew addition2025-12-312026-02-02 NULV NUVEEN ESG LARGE-CAP VALUE ETF5.4K sharesnew addition2025-12-312026-02-02 RTX RTX CORPORATION COM1.3K shares-11.14%2025-12-312026-02-02 AMGN AMGEN INC COM700 sharesnew addition2025-12-312026-02-02 NZF NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT17.7K shares0.00%2025-12-312026-02-02 NULG NUVEEN ESG LARGE-CAP GROWTH ETF1.9K sharesnew addition2025-12-312026-02-02 MFUS PIMCO RAFI DYNAMIC MULTI-FACTOR U.S. EQUITY ETF3.2K sharesnew addition2025-12-312026-02-02 ABT ABBOTT LABS COM1.3K sharesnew addition2025-12-312026-02-02 MTDR MATADOR RES CO COM3.7K sharesnew addition2025-12-312026-02-02 ROK ROCKWELL AUTOMATION INC COM393 sharesnew addition2025-12-312026-02-02 SCHI SCHWAB 5-10 YEAR CORPORATE BOND ETF6.4K sharesnew addition2025-12-312026-02-02 NVDA NVIDIA CORPORATION COM768 sharesnew addition2025-12-312026-02-02 PFE PFIZER INC COM5.4K sharesnew addition2025-12-312026-02-02 UPS UNITED PARCEL SERVICE INC CL B1.3K sharesnew addition2025-12-312026-02-02 NOC NORTHROP GRUMMAN CORP COM216 sharesnew addition2025-12-312026-02-02 PEP PEPSICO INC COM834 sharesnew addition2025-12-312026-02-02 MAR MARRIOTT INTL INC NEW CL A377 sharesnew addition2025-12-312026-02-02 DGRO ISHARES CORE DIVIDEND GROWTH ETF1.6K sharesnew addition2025-12-312026-02-02 VTV VANGUARD VALUE ETF560 sharesnew addition2025-12-312026-02-02 ESGD ISHARES ESG AWARE MSCI EAFE ETF1.1K sharesnew addition2025-12-312026-02-02 ETH GRAYSCALE ETHEREUM MINI TRUST ETF3.8K sharesnew addition2025-12-312026-02-02 MGK VANGUARD MEGA CAP GROWTH ETF254 sharesnew addition2025-12-312026-02-02 NSC NORFOLK SOUTHN CORP COM345 sharesnew addition2025-12-312026-02-02 JNJ JOHNSON & JOHNSON COM471 sharesnew addition2025-12-312026-02-02 IBM INTERNATIONAL BUSINESS MACHS COM324 sharesnew addition2025-12-312026-02-02 VDE VANGUARD ENERGY ETF654 sharesnew addition2025-12-312026-02-02 KMB KIMBERLY-CLARK CORP COM800 sharesnew addition2025-12-312026-02-02 DFAR DIMENSIONAL US REAL ESTATE ETF3.4K sharesnew addition2025-12-312026-02-02 AEE AMEREN CORP COM721 sharesnew addition2025-12-312026-02-02 T AT&T INC COM2.9K sharesnew addition2025-12-312026-02-02 GDX VANECK GOLD MINERS ETF817 sharesnew addition2025-12-312026-02-02 ESGE ISHARES ESG AWARE MSCI EM ETF1.6K sharesnew addition2025-12-312026-02-02 DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF2.0K sharesnew addition2025-12-312026-02-02 NUSC NUVEEN ESG SMALL-CAP ETF1.4K sharesnew addition2025-12-312026-02-02 IWD ISHARES RUSSELL 1000 VALUE ETF293 sharesnew addition2025-12-312026-02-02 OKE ONEOK INC NEW COM810 sharesnew addition2025-12-312026-02-02 IWR ISHARES RUSSELL MIDCAP ETF604 sharesnew addition2025-12-312026-02-02 IVV ISHARES CORE S&P 500 ETF81 sharesnew addition2025-12-312026-02-02 GEV GE VERNOVA INC COM78 sharesnew addition2025-12-312026-02-02 EYLD CAMBRIA EMERGING SHAREHOLDER YIELD ETF1.3K sharesnew addition2025-12-312026-02-02 NUV NUVEEN MUN VALUE FD INC COM5.2K sharesnew addition2025-12-312026-02-02 MSTR STRATEGY INC CL A NEW307 sharesnew addition2025-12-312026-02-02 LMT LOCKHEED MARTIN CORP COM96 sharesnew addition2025-12-312026-02-02 YUM YUM BRANDS INC COM306 sharesnew addition2025-12-312026-02-02 EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF441 sharesnew addition2025-12-312026-02-02 WMT WALMART INC COM370 sharesnew addition2025-12-312026-02-02 LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF373 sharesnew addition2025-12-312026-02-02 MMM 3M CO COM250 sharesnew addition2025-12-312026-02-02 HDV ISHARES CORE HIGH DIVIDEND ETF328 sharesnew addition2025-12-312026-02-02 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF709 sharesnew addition2025-12-312026-02-02 VCR VANGUARD CONSUMER DISCRETIONARY ETF98 sharesnew addition2025-12-312026-02-02 IWF ISHARES RUSSELL 1000 GROWTH ETF80 sharesnew addition2025-12-312026-02-02 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF852 sharesnew addition2025-12-312026-02-02 BMY BRISTOL-MYERS SQUIBB CO COM600 sharesnew addition2025-12-312026-02-02 MPLX MPLX LP COM UNIT REP LTD594 sharesnew addition2025-12-312026-02-02 CSCO CISCO SYS INC COM396 sharesnew addition2025-12-312026-02-02 CGSM CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF1.2K sharesnew addition2025-12-312026-02-02 SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF781 sharesnew addition2025-12-312026-02-02 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF504 sharesnew addition2025-12-312026-02-02 VZ VERIZON COMMUNICATIONS INC COM706 sharesnew addition2025-12-312026-02-02 INTC INTEL CORP COM647 sharesnew addition2025-12-312026-02-02 SIVR ABRDN PHYSICAL SILVER SHARES ETF348 sharesnew addition2025-12-312026-02-02 VTI VANGUARD TOTAL STOCK MARKET ETF68 sharesnew addition2025-12-312026-02-02 HYMB STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF892 sharesnew addition2025-12-312026-02-02 AEP AMERICAN ELEC PWR CO INC COM191 sharesnew addition2025-12-312026-02-02 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF138 sharesnew addition2025-12-312026-02-02 DVYE ISHARES EMERGING MARKETS DIVIDEND ETF636 sharesnew addition2025-12-312026-02-02 GCOW PACER GLOBAL CASH COWS DIVIDEND ETF480 sharesnew addition2025-12-312026-02-02 VTEB VANGUARD TAX-EXEMPT BOND ETF393 sharesnew addition2025-12-312026-02-02 PCH POTLATCHDELTIC CORPORATION COM485 sharesnew addition2025-12-312026-02-02 WBD WARNER BROS DISCOVERY INC COM SER A669 sharesnew addition2025-12-312026-02-02 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF122 sharesnew addition2025-12-312026-02-02 JPM JPMORGAN CHASE & CO. COM57 sharesnew addition2025-12-312026-02-02 CTVA CORTEVA INC COM256 sharesnew addition2025-12-312026-02-02 ORN ORION GROUP HLDGS INC COM1.7K sharesnew addition2025-12-312026-02-02 DLX DELUXE CORP COM732 sharesnew addition2025-12-312026-02-02 WFC WELLS FARGO CO NEW COM170 sharesnew addition2025-12-312026-02-02 XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF100 sharesnew addition2025-12-312026-02-02 BND VANGUARD TOTAL BOND MARKET ETF208 sharesnew addition2025-12-312026-02-02 SLB SLB LIMITED COM STK400 sharesnew addition2025-12-312026-02-02 PM PHILIP MORRIS INTL INC COM95 sharesnew addition2025-12-312026-02-02 XYZ BLOCK INC CL A230 sharesnew addition2025-12-312026-02-02 CMCSA COMCAST CORP NEW CL A482 sharesnew addition2025-12-312026-02-02 CARR CARRIER GLOBAL CORPORATION COM272 sharesnew addition2025-12-312026-02-02 FTNT FORTINET INC COM180 sharesnew addition2025-12-312026-02-02 IEFA ISHARES CORE MSCI EAFE ETF157 sharesnew addition2025-12-312026-02-02 META META PLATFORMS INC CL A21 sharesnew addition2025-12-312026-02-02 TFC TRUIST FINL CORP COM265 sharesnew addition2025-12-312026-02-02 SPG SIMON PPTY GROUP INC NEW COM70 sharesnew addition2025-12-312026-02-02 MP MP MATERIALS CORP COM CL A250 sharesnew addition2025-12-312026-02-02 STRK STRATEGY INC SERIES A PERP PF151 sharesnew addition2025-12-312026-02-02 XEL XCEL ENERGY INC COM158 sharesnew addition2025-12-312026-02-02 PEG PUBLIC SVC ENTERPRISE GRP INC COM144 sharesnew addition2025-12-312026-02-02 TJX TJX COS INC NEW COM72 sharesnew addition2025-12-312026-02-02 SYF SYNCHRONY FINANCIAL COM129 sharesnew addition2025-12-312026-02-02 AXP AMERICAN EXPRESS CO COM29 sharesnew addition2025-12-312026-02-02 PNW PINNACLE WEST CAP CORP COM118 sharesnew addition2025-12-312026-02-02 PRU PRUDENTIAL FINL INC COM89 sharesnew addition2025-12-312026-02-02 CGBL CAPITAL GROUP CORE BALANCED ETF285 sharesnew addition2025-12-312026-02-02 WMB WILLIAMS COS INC COM167 sharesnew addition2025-12-312026-02-02 KMI KINDER MORGAN INC DEL COM364 sharesnew addition2025-12-312026-02-02 REMX VANECK RARE EARTH AND STRATEGIC METALS ETF134 sharesnew addition2025-12-312026-02-02 ALL ALLSTATE CORP COM47 sharesnew addition2025-12-312026-02-02 SILA SILA REALTY TRUST INC COMMON STOCK419 sharesnew addition2025-12-312026-02-02 EMR EMERSON ELEC CO COM73 sharesnew addition2025-12-312026-02-02 GILD GILEAD SCIENCES INC COM77 sharesnew addition2025-12-312026-02-02 LITE LUMENTUM HLDGS INC COM25 sharesnew addition2025-12-312026-02-02 EDV VANGUARD EXTENDED DURATION TREASURY ETF141 sharesnew addition2025-12-312026-02-02 BUI BLACKROCK UTILS INFRASTRUCTURE COM350 sharesnew addition2025-12-312026-02-02 HPE HEWLETT PACKARD ENTERPRISE CO COM374 sharesnew addition2025-12-312026-02-02 DLR DIGITAL RLTY TR INC COM57 sharesnew addition2025-12-312026-02-02 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK104 sharesnew addition2025-12-312026-02-02 WELL WELLTOWER INC COM45 sharesnew addition2025-12-312026-02-02 HAS HASBRO INC COM100 sharesnew addition2025-12-312026-02-02 PGR PROGRESSIVE CORP COM33 sharesnew addition2025-12-312026-02-02 VTRS VIATRIS INC COM597 sharesnew addition2025-12-312026-02-02 FCX FREEPORT-MCMORAN INC CL B146 sharesnew addition2025-12-312026-02-02 O REALTY INCOME CORP COM130 sharesnew addition2025-12-312026-02-02 HD HOME DEPOT INC COM21 sharesnew addition2025-12-312026-02-02 PCG PG&E CORP COM430 sharesnew addition2025-12-312026-02-02 PFG PRINCIPAL FINANCIAL GROUP INC COM75 sharesnew addition2025-12-312026-02-02 NPWR NET POWER INC COM CL A2.8K sharesnew addition2025-12-312026-02-02 PG PROCTER AND GAMBLE CO COM42 sharesnew addition2025-12-312026-02-02 DOW DOW INC COM256 sharesnew addition2025-12-312026-02-02 MAC MACERICH CO COM310 sharesnew addition2025-12-312026-02-02 VT VANGUARD TOTAL WORLD STOCK ETF38 sharesnew addition2025-12-312026-02-02 USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF142 sharesnew addition2025-12-312026-02-02 VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF78 sharesnew addition2025-12-312026-02-02 AZN ASTRAZENECA PLC SPONSORED ADR56 sharesnew addition2025-12-312026-02-02 HCA HCA HEALTHCARE INC COM11 sharesnew addition2025-12-312026-02-02 SOLV SOLVENTUM CORP COM SHS62 sharesnew addition2025-12-312026-02-02 WM WASTE MGMT INC DEL COM22 sharesnew addition2025-12-312026-02-02 CAT CATERPILLAR INC COM8 sharesnew addition2025-12-312026-02-02 VGK VANGUARD FTSE EUROPE ETF47 sharesnew addition2025-12-312026-02-02 NXPI NXP SEMICONDUCTORS N V COM18 sharesnew addition2025-12-312026-02-02 SCZ ISHARES MSCI EAFE SMALL-CAP ETF50 sharesnew addition2025-12-312026-02-02 DAL DELTA AIR LINES INC DEL COM NEW54 sharesnew addition2025-12-312026-02-02 NEE NEXTERA ENERGY INC COM46 sharesnew addition2025-12-312026-02-02 KLAC KLA CORP COM NEW3 sharesnew addition2025-12-312026-02-02 FNDB SCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF136 sharesnew addition2025-12-312026-02-02 PLD PROLOGIS INC. COM28 sharesnew addition2025-12-312026-02-02 KO COCA COLA CO COM50 sharesnew addition2025-12-312026-02-02 NUBD NUVEEN ESG U.S. AGGREGATE BOND ETF149 sharesnew addition2025-12-312026-02-02 MO ALTRIA GROUP INC COM55 sharesnew addition2025-12-312026-02-02 YUMC YUM CHINA HLDGS INC COM66 sharesnew addition2025-12-312026-02-02 REGN REGENERON PHARMACEUTICALS COM4 sharesnew addition2025-12-312026-02-02 PCAR PACCAR INC COM28 sharesnew addition2025-12-312026-02-02 WAB WABTEC COM14 sharesnew addition2025-12-312026-02-02 LINDE PLC SHS LINDE PLC SHS7 sharesnew addition2025-12-312026-02-02 UTHR UNITED THERAPEUTICS CORP DEL COM6 sharesnew addition2025-12-312026-02-02 LTPZ PIMCO 15 YEAR US TIPS INDEX EXCHANGE-TRADED FUND51 sharesnew addition2025-12-312026-02-02 VIAV VIAVI SOLUTIONS INC COM125 sharesnew addition2025-12-312026-02-02 RRC RANGE RES CORP COM63 sharesnew addition2025-12-312026-02-02 PALL ABRDN PHYSICAL PALLADIUM SHARES ETF15 sharesnew addition2025-12-312026-02-02 NKE NIKE INC CL B33 sharesnew addition2025-12-312026-02-02 SOFI SOFI TECHNOLOGIES INC COM78 sharesnew addition2025-12-312026-02-02 MRNA MODERNA INC COM69 sharesnew addition2025-12-312026-02-02 OTIS OTIS WORLDWIDE CORP COM20 sharesnew addition2025-12-312026-02-02 PNR PENTAIR PLC SHS16 sharesnew addition2025-12-312026-02-02 LNC LINCOLN NATL CORP IND COM37 sharesnew addition2025-12-312026-02-02 TXN TEXAS INSTRS INC COM9 sharesnew addition2025-12-312026-02-02 NOW SERVICENOW INC COM10 sharesnew addition2025-12-312026-02-02 CC CHEMOURS CO COM120 sharesnew addition2025-12-312026-02-02 MTZ MASTEC INC COM6 sharesnew addition2025-12-312026-02-02 TRV TRAVELERS COMPANIES INC COM4 sharesnew addition2025-12-312026-02-02 AVNS AVANOS MED INC COM100 sharesnew addition2025-12-312026-02-02 TPG TPG INC COM CL A17 sharesnew addition2025-12-312026-02-02 KD KYNDRYL HLDGS INC COMMON STOCK40 sharesnew addition2025-12-312026-02-02 DIS DISNEY WALT CO COM9 sharesnew addition2025-12-312026-02-02 ETHE GRAYSCALE ETHEREUM TRUST ETF38 sharesnew addition2025-12-312026-02-02 MATV MATIV HOLDINGS INC COM67 sharesnew addition2025-12-312026-02-02 ACM AECOM COM8 sharesnew addition2025-12-312026-02-02 PYPL PAYPAL HLDGS INC COM13 sharesnew addition2025-12-312026-02-02 SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF20 sharesnew addition2025-12-312026-02-02 PNC PNC FINL SVCS GROUP INC COM3 sharesnew addition2025-12-312026-02-02 HP INC COM HP INC COM25 sharesnew addition2025-12-312026-02-02 SCHD SCHWAB US DIVIDEND EQUITY ETF19 sharesnew addition2025-12-312026-02-02 PTON PELOTON INTERACTIVE INC CL A COM70 sharesnew addition2025-12-312026-02-02 CRON CRONOS GROUP INC COM128 sharesnew addition2025-12-312026-02-02 RMR RMR GROUP INC CL A20 sharesnew addition2025-12-312026-02-02 TMV DIREXION DAILY 20 YEAR TREASURY BEAR 3X SHARES8 sharesnew addition2025-12-312026-02-02 LHX L3HARRIS TECHNOLOGIES INC COM1 sharesnew addition2025-12-312026-02-02 SCHB SCHWAB U.S. BROAD MARKET ETF9 sharesnew addition2025-12-312026-02-02 BAC BANK AMERICA CORP COM4 sharesnew addition2025-12-312026-02-02 NWSA NEWS CORP NEW CL A7 sharesnew addition2025-12-312026-02-02 IWO ISHARES RUSSELL 2000 GROWTH ETF1 sharesnew addition2025-12-312026-02-02 RIG TRANSOCEAN LTD REGISTERED SHS26 sharesnew addition2025-12-312026-02-02 SO SOUTHERN CO COM1 sharesnew addition2025-12-312026-02-02 PDI PIMCO DYNAMIC INCOME FD SHS1 sharesnew addition2025-12-312026-02-02 EFA ISHARES MSCI EAFE ETFN/A sharesnew addition2025-12-312026-02-02 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available