The Analysis of Financial Perspectives, Inc's Holdings
Currently, Financial Perspectives, Inc holds 714 types of securities in its portfolio with a total value $371.2M. In the most recent quarter, they have increased their positions in VYMI (+9.4K shares, valued at $846.2K), IVW (+3.4K shares, valued at $418.8K), IVV (+597 shares, valued at $408.9K); decreased their positions in MO (-7.9K shares, valued at $453.9K), CAT (-500 shares, valued at $286.4K), GIS (-4.9K shares, valued at $227.4K); initiated new positions in SGOV (+1.0K shares, valued at $101.4K), USRT (+1.3K shares, valued at $74.9K), SVOL (+3.4K shares, valued at $59.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VGT VANGUARD WORLD FD27.8K shares0.58%2025-12-312026-01-28
MEDTRONIC PLC MEDTRONIC PLC217.3K shares0.17%2025-12-312026-01-28 VYM VANGUARD WHITEHALL FDS144.3K shares0.55%2025-12-312026-01-28 AAPL APPLE INC63.9K shares-0.12%2025-12-312026-01-28 MSFT MICROSOFT CORP33.2K shares-0.08%2025-12-312026-01-28 BSX BOSTON SCIENTIFIC CORP135.2K shares-0.73%2025-12-312026-01-28 IVW ISHARES TR98.7K shares3.57%2025-12-312026-01-28 VYMI VANGUARD WHITEHALL FDS133.7K shares7.56%2025-12-312026-01-28 BROADCOM INC BROADCOM INC32.5K shares-1.18%2025-12-312026-01-28 TSM TAIWAN SEMICONDUCTOR MFG LTD33.5K shares-0.73%2025-12-312026-01-28 VIG VANGUARD SPECIALIZED FUNDS45.7K shares-1.20%2025-12-312026-01-28 VIGI VANGUARD WHITEHALL FDS108.9K shares2.11%2025-12-312026-01-28 HDV ISHARES TR74.2K shares1.47%2025-12-312026-01-28 ALPHABET INC ALPHABET INC27.6K shares-0.85%2025-12-312026-01-28 NVDA NVIDIA CORPORATION45.1K shares-0.33%2025-12-312026-01-28 FTEC FIDELITY COVINGTON TRUST29.1K shares2.09%2025-12-312026-01-28 FSTA FIDELITY COVINGTON TRUST129.8K shares5.72%2025-12-312026-01-28 IVV ISHARES TR7.5K shares8.67%2025-12-312026-01-28 AMZN AMAZON COM INC22.2K shares-0.01%2025-12-312026-01-28 SPY SPDR S&P 500 ETF TR7.1K shares0.79%2025-12-312026-01-28 DGRO ISHARES TR69.4K shares5.60%2025-12-312026-01-28 TSLA TESLA INC8.6K shares4.72%2025-12-312026-01-28 JPM JPMORGAN CHASE & CO.10.5K shares0.01%2025-12-312026-01-28 SHOP SHOPIFY INC18.9K shares0.00%2025-12-312026-01-28 ABBV ABBVIE INC13.2K shares-0.12%2025-12-312026-01-28 VDC VANGUARD WORLD FD14.2K shares5.12%2025-12-312026-01-28 META META PLATFORMS INC4.4K shares-6.02%2025-12-312026-01-28 MELI MERCADOLIBRE INC1.3K shares0.00%2025-12-312026-01-28 IYW ISHARES TR12.8K shares1.07%2025-12-312026-01-28 JPST J P MORGAN EXCHANGE TRADED F47.5K shares-1.09%2025-12-312026-01-28 IDV ISHARES TR60.5K shares1.69%2025-12-312026-01-28 CGGO CAPITAL GROUP GBL GROWTH EQT68.6K shares15.30%2025-12-312026-01-28 CGGR CAPITAL GROUP GROWTH ETF52.0K shares3.35%2025-12-312026-01-28 MMM 3M CO13.5K shares-2.16%2025-12-312026-01-28 ASML ASML HOLDING N V1.9K shares-1.87%2025-12-312026-01-28 SCHD SCHWAB STRATEGIC TR66.6K shares0.48%2025-12-312026-01-28 IWF ISHARES TR3.6K shares7.40%2025-12-312026-01-28 SE SEA LTD13.3K shares-0.60%2025-12-312026-01-28 JNJ JOHNSON & JOHNSON8.1K shares-0.25%2025-12-312026-01-28 VTV VANGUARD INDEX FDS7.5K shares10.43%2025-12-312026-01-28 UNH UNITEDHEALTH GROUP INC4.3K shares-3.44%2025-12-312026-01-28 FENY FIDELITY COVINGTON TRUST56.6K shares0.04%2025-12-312026-01-28 ALPHABET INC ALPHABET INC3.9K shares-0.36%2025-12-312026-01-28 MU MICRON TECHNOLOGY INC4.3K shares0.02%2025-12-312026-01-28 AMGN AMGEN INC3.7K shares1.98%2025-12-312026-01-28 CNQ CANADIAN NAT RES LTD33.5K shares29.75%2025-12-312026-01-28 IETC ISHARES U S ETF TR10.9K shares1.28%2025-12-312026-01-28 FNDF SCHWAB STRATEGIC TR24.2K shares0.00%2025-12-312026-01-28 VEA VANGUARD TAX-MANAGED FDS17.3K shares0.16%2025-12-312026-01-28 USB US BANCORP DEL20.2K shares0.11%2025-12-312026-01-28 ABT ABBOTT LABS8.6K shares0.00%2025-12-312026-01-28 COST COSTCO WHSL CORP NEW1.2K shares3.46%2025-12-312026-01-28 IWM ISHARES TR4.2K shares0.90%2025-12-312026-01-28 GILD GILEAD SCIENCES INC8.1K shares0.00%2025-12-312026-01-28 SMH VANECK ETF TRUST2.7K shares0.00%2025-12-312026-01-28 VHT VANGUARD WORLD FD3.3K shares0.09%2025-12-312026-01-28 TDIV FIRST TR EXCHANGE TRADED FD9.8K shares-5.22%2025-12-312026-01-28 VCR VANGUARD WORLD FD2.3K shares3.62%2025-12-312026-01-28 ORCL ORACLE CORP4.5K shares0.09%2025-12-312026-01-28 CGDV CAPITAL GROUP DIVIDEND VALUE19.6K shares21.70%2025-12-312026-01-28 HDB HDFC BANK LTD23.1K shares7.34%2025-12-312026-01-28 VT VANGUARD INTL EQUITY INDEX F5.9K shares9.09%2025-12-312026-01-28 VNQ VANGUARD INDEX FDS9.2K shares-0.67%2025-12-312026-01-28 VTI VANGUARD INDEX FDS2.4K shares1.27%2025-12-312026-01-28 EFV ISHARES TR11.0K shares11.51%2025-12-312026-01-28 VDE VANGUARD WORLD FD6.2K shares-7.34%2025-12-312026-01-28 VUG VANGUARD INDEX FDS1.6K shares0.13%2025-12-312026-01-28 IEFA ISHARES TR8.1K shares10.95%2025-12-312026-01-28 IFRA ISHARES TR13.6K shares0.00%2025-12-312026-01-28 LLY ELI LILLY & CO645 shares-4.87%2025-12-312026-01-28 EFG ISHARES TR5.9K shares36.08%2025-12-312026-01-28 IMCB ISHARES TR8.0K shares25.90%2025-12-312026-01-28 MA MASTERCARD INCORPORATED1.1K shares0.00%2025-12-312026-01-28 BN BROOKFIELD CORP14.0K shares49.98%2025-12-312026-01-28 DIS DISNEY WALT CO5.6K shares0.00%2025-12-312026-01-28 NU NU HLDGS LTD37.7K shares0.55%2025-12-312026-01-28 GIS GENERAL MLS INC13.5K shares-26.61%2025-12-312026-01-28 ISRG INTUITIVE SURGICAL INC1.1K shares0.00%2025-12-312026-01-28 HD HOME DEPOT INC1.8K shares-1.01%2025-12-312026-01-28 IJR ISHARES TR4.9K shares3.54%2025-12-312026-01-28 RBRK RUBRIK INC.7.5K shares0.00%2025-12-312026-01-28 NVO NOVO-NORDISK A S11.3K shares-1.08%2025-12-312026-01-28 FELC FIDELITY COVINGTON TRUST14.7K shares14.27%2025-12-312026-01-28 CGCB CAPITAL GRP FIXED INCM ETF T21.1K shares52.66%2025-12-312026-01-28 HON HONEYWELL INTL INC2.9K shares-1.11%2025-12-312026-01-28 SRE SEMPRA6.2K shares-2.19%2025-12-312026-01-28 GE AEROSPACE GE AEROSPACE1.7K shares-0.87%2025-12-312026-01-28 AMD ADVANCED MICRO DEVICES INC2.4K shares0.00%2025-12-312026-01-28 IEMG ISHARES INC7.7K shares-0.62%2025-12-312026-01-28 VALE VALE S A39.3K shares0.00%2025-12-312026-01-28 MDB MONGODB INC1.2K shares68.15%2025-12-312026-01-28 IJH ISHARES TR7.2K shares2.45%2025-12-312026-01-28 CMCSA COMCAST CORP NEW15.8K shares0.44%2025-12-312026-01-28 V VISA INC1.3K shares0.00%2025-12-312026-01-28 WMT WALMART INC4.2K shares0.00%2025-12-312026-01-28 IGRO ISHARES TR5.6K shares0.56%2025-12-312026-01-28 PLTR PALANTIR TECHNOLOGIES INC2.6K shares-3.74%2025-12-312026-01-28 PFE PFIZER INC18.4K shares0.14%2025-12-312026-01-28 FESM FIDELITY COVINGTON TRUST12.1K shares1.20%2025-12-312026-01-28 VWO VANGUARD INTL EQUITY INDEX F8.5K shares3.08%2025-12-312026-01-28 CGW INVESCO EXCH TRADED FD TR II7.0K shares0.58%2025-12-312026-01-28 DFE WISDOMTREE TR6.0K shares0.92%2025-12-312026-01-28 T AT&T INC17.3K shares-4.87%2025-12-312026-01-28 NOW SERVICENOW INC2.7K shares400.00%2025-12-312026-01-28 CARR CARRIER GLOBAL CORPORATION7.8K shares0.71%2025-12-312026-01-28 WM WASTE MGMT INC DEL1.9K shares0.00%2025-12-312026-01-28 EFAV ISHARES TR4.6K shares-0.17%2025-12-312026-01-28 NET CLOUDFLARE INC2.0K shares160.67%2025-12-312026-01-28 BAC BANK AMERICA CORP7.2K shares-1.03%2025-12-312026-01-28 XOM EXXON MOBIL CORP3.1K shares-19.58%2025-12-312026-01-28 CAT CATERPILLAR INC648 shares-43.55%2025-12-312026-01-28 TGT TARGET CORP3.8K shares7.75%2025-12-312026-01-28 DE DEERE & CO793 shares0.00%2025-12-312026-01-28 PWV INVESCO EXCHANGE TRADED FD T5.4K shares0.22%2025-12-312026-01-28 CGCP CAPITAL GRP FIXED INCM ETF T15.6K shares40.89%2025-12-312026-01-28 TEVA TEVA PHARMACEUTICAL INDS LTD11.3K shares0.00%2025-12-312026-01-28 IUSG ISHARES TR2.1K shares0.10%2025-12-312026-01-28 QCOM QUALCOMM INC2.0K shares0.05%2025-12-312026-01-28 EFA ISHARES TR3.5K shares0.32%2025-12-312026-01-28 GLD SPDR GOLD TR838 shares5.01%2025-12-312026-01-28 ECL ECOLAB INC1.2K shares48.26%2025-12-312026-01-28 MCD MCDONALDS CORP1.0K shares0.00%2025-12-312026-01-28 IWP ISHARES TR2.2K shares0.00%2025-12-312026-01-28 VBK VANGUARD INDEX FDS1.0K shares0.20%2025-12-312026-01-28 FDVV FIDELITY COVINGTON TRUST5.3K shares0.21%2025-12-312026-01-28 CGBL CAPITAL GROUP CORE BALANCED8.3K shares14.91%2025-12-312026-01-28 ASB ASSOCIATED BANC CORP11.1K shares-1.43%2025-12-312026-01-28 SNOW SNOWFLAKE INC1.3K shares0.00%2025-12-312026-01-28 CSCO CISCO SYS INC3.6K shares-7.23%2025-12-312026-01-28 XLE SELECT SECTOR SPDR TR6.2K shares95.34%2025-12-312026-01-28 FBTC FIDELITY WISE ORIGIN BITCOIN3.6K shares27.70%2025-12-312026-01-28 IJS ISHARES TR2.4K shares0.17%2025-12-312026-01-28 SPGI S&P GLOBAL INC519 shares0.00%2025-12-312026-01-28 CVX CHEVRON CORP NEW1.8K shares0.28%2025-12-312026-01-28 TMO THERMO FISHER SCIENTIFIC INC460 shares0.00%2025-12-312026-01-28 IXN ISHARES TR2.5K shares0.88%2025-12-312026-01-28 CEG CONSTELLATION ENERGY CORP750 shares0.00%2025-12-312026-01-28 NTES NETEASE INC1.8K shares0.00%2025-12-312026-01-28 AMAT APPLIED MATLS INC952 shares0.00%2025-12-312026-01-28 NVS NOVARTIS AG1.8K shares0.00%2025-12-312026-01-28 BOTZ GLOBAL X FDS6.7K shares0.00%2025-12-312026-01-28 PEP PEPSICO INC1.6K shares0.00%2025-12-312026-01-28 GEV GE VERNOVA INC348 shares-0.85%2025-12-312026-01-28 UBS UBS GROUP AG4.9K shares0.00%2025-12-312026-01-28 PAGS PAGSEGURO DIGITAL LTD23.5K shares1.60%2025-12-312026-01-28 VOT VANGUARD INDEX FDS770 shares0.00%2025-12-312026-01-28 BIP BROOKFIELD INFRAST PARTNERS6.2K shares0.00%2025-12-312026-01-28 JEPI J P MORGAN EXCHANGE TRADED F3.7K shares0.86%2025-12-312026-01-28 UBER UBER TECHNOLOGIES INC2.5K shares0.00%2025-12-312026-01-28 CGIE CAPITAL GROUP INTERNATIONAL5.9K shares22.66%2025-12-312026-01-28 STNE STONECO LTD13.7K shares0.00%2025-12-312026-01-28 VUSB VANGUARD BD INDEX FDS4.0K shares0.00%2025-12-312026-01-28 SOLV SOLVENTUM CORP2.5K shares0.00%2025-12-312026-01-28 VTEB VANGUARD MUN BD FDS3.9K shares0.00%2025-12-312026-01-28 IWO ISHARES TR607 shares0.17%2025-12-312026-01-28 CGMU CAPITAL GRP FIXED INCM ETF T7.0K shares24.34%2025-12-312026-01-28 HBAN HUNTINGTON BANCSHARES INC10.9K shares2.87%2025-12-312026-01-28 IGSB ISHARES TR3.5K shares1.33%2025-12-312026-01-28 IUSV ISHARES TR1.8K shares0.51%2025-12-312026-01-28 DAL DELTA AIR LINES INC DEL2.6K shares0.00%2025-12-312026-01-28 ONC BEONE MEDICINES LTD588 shares0.00%2025-12-312026-01-28 CGMS CAPITAL GRP FIXED INCM ETF T6.5K shares43.66%2025-12-312026-01-28 DTE DTE ENERGY CO1.4K shares0.44%2025-12-312026-01-28 IVE ISHARES TR824 shares0.37%2025-12-312026-01-28 AZN ASTRAZENECA PLC1.9K shares0.00%2025-12-312026-01-28 ICSH ISHARES TR3.3K shares-17.29%2025-12-312026-01-28 BABA ALIBABA GROUP HLDG LTD1.1K shares0.00%2025-12-312026-01-28 IRM IRON MTN INC DEL2.0K shares0.00%2025-12-312026-01-28 AMP AMERIPRISE FINL INC338 shares0.00%2025-12-312026-01-28 VOE VANGUARD INDEX FDS929 shares0.00%2025-12-312026-01-28 INTC INTEL CORP4.4K shares0.00%2025-12-312026-01-28 PODD INSULET CORP572 shares0.00%2025-12-312026-01-28 RSPU INVESCO EXCHANGE TRADED FD T2.1K shares0.00%2025-12-312026-01-28 ITOT ISHARES TR1.1K shares0.19%2025-12-312026-01-28 ARKW ARK ETF TR1.0K shares-4.99%2025-12-312026-01-28 VZ VERIZON COMMUNICATIONS INC3.8K shares-3.61%2025-12-312026-01-28 VPU VANGUARD WORLD FD828 shares0.00%2025-12-312026-01-28 IJK ISHARES TR1.6K shares21.26%2025-12-312026-01-28 ADM ARCHER DANIELS MIDLAND CO2.6K shares0.00%2025-12-312026-01-28 FIW FIRST TR EXCHANGE-TRADED FD1.4K shares-0.07%2025-12-312026-01-28 XYZ BLOCK INC2.3K shares0.00%2025-12-312026-01-28 REGN REGENERON PHARMACEUTICALS193 shares0.00%2025-12-312026-01-28 IDHQ INVESCO EXCH TRADED FD TR II4.2K shares0.00%2025-12-312026-01-28 VXUS VANGUARD STAR FDS2.0K shares1.56%2025-12-312026-01-28 EWBC EAST WEST BANCORP INC1.3K shares0.00%2025-12-312026-01-28 ABNB AIRBNB INC1.1K shares0.00%2025-12-312026-01-28 VEU VANGUARD INTL EQUITY INDEX F2.0K shares22.48%2025-12-312026-01-28 KKR & CO INC KKR & CO INC1.1K shares0.00%2025-12-312026-01-28 ESGU ISHARES TR954 shares0.00%2025-12-312026-01-28 FHLC FIDELITY COVINGTON TRUST1.9K shares5.75%2025-12-312026-01-28 DSI ISHARES TR1.1K shares0.28%2025-12-312026-01-28 KO COCA COLA CO2.0K shares0.25%2025-12-312026-01-28 CGXU CAPITAL GROUP INTL FOCUS EQT4.7K shares0.00%2025-12-312026-01-28 XLP SELECT SECTOR SPDR TR1.8K shares0.00%2025-12-312026-01-28 ORLY OREILLY AUTOMOTIVE INC1.5K shares0.00%2025-12-312026-01-28 PANW PALO ALTO NETWORKS INC732 shares0.00%2025-12-312026-01-28 USMV ISHARES TR1.4K shares14.95%2025-12-312026-01-28 CRSP CRISPR THERAPEUTICS AG2.4K shares0.00%2025-12-312026-01-28 IMCG ISHARES TR1.6K shares0.26%2025-12-312026-01-28 NEE NEXTERA ENERGY INC1.5K shares-28.02%2025-12-312026-01-28 ARGX ARGENX SE145 shares0.00%2025-12-312026-01-28 VXF VANGUARD INDEX FDS572 shares17.45%2025-12-312026-01-28 PG PROCTER AND GAMBLE CO835 shares0.00%2025-12-312026-01-28 RCL ROYAL CARIBBEAN GROUP425 shares0.00%2025-12-312026-01-28 IBB ISHARES TR700 shares-5.66%2025-12-312026-01-28 IWR ISHARES TR1.2K shares16.40%2025-12-312026-01-28 COIN COINBASE GLOBAL INC513 shares0.00%2025-12-312026-01-28 UI UBIQUITI INC206 shares0.00%2025-12-312026-01-28 PH PARKER-HANNIFIN CORP129 shares0.00%2025-12-312026-01-28 O REALTY INCOME CORP2.0K shares0.00%2025-12-312026-01-28 MCK MCKESSON CORP138 shares0.00%2025-12-312026-01-28 FLUT FLUTTER ENTMT PLC517 shares0.00%2025-12-312026-01-28 TRV TRAVELERS COMPANIES INC380 shares0.00%2025-12-312026-01-28 VO VANGUARD INDEX FDS362 shares8.71%2025-12-312026-01-28 WFC WELLS FARGO CO NEW1.1K shares-0.89%2025-12-312026-01-28 SGOV ISHARES TR1.0K sharesnew addition2025-12-312026-01-28 BA BOEING CO464 shares0.00%2025-12-312026-01-28 UNP UNION PAC CORP435 shares0.23%2025-12-312026-01-28 INCY INCYTE CORP1.0K shares0.00%2025-12-312026-01-28 LINDE PLC LINDE PLC226 shares0.00%2025-12-312026-01-28 ARKK ARK ETF TR1.3K shares-29.12%2025-12-312026-01-28 OTTR OTTER TAIL CORP1.2K shares0.00%2025-12-312026-01-28 XLF SELECT SECTOR SPDR TR1.7K shares0.00%2025-12-312026-01-28 SLYG SPDR SERIES TRUST961 shares0.00%2025-12-312026-01-28 IHI ISHARES TR1.4K shares0.07%2025-12-312026-01-28 LOW LOWES COS INC370 shares0.00%2025-12-312026-01-28 XPEV XPENG INC4.4K shares0.00%2025-12-312026-01-28 CGUS CAPITAL GROUP CORE EQUITY ET2.2K shares0.14%2025-12-312026-01-28 JD JD.COM INC3.1K shares0.00%2025-12-312026-01-28 KMI KINDER MORGAN INC DEL3.2K shares0.00%2025-12-312026-01-28 TT TRANE TECHNOLOGIES PLC225 shares0.00%2025-12-312026-01-28 CRM SALESFORCE INC327 shares0.00%2025-12-312026-01-28 WBD WARNER BROS DISCOVERY INC3.0K shares0.00%2025-12-312026-01-28 AXP AMERICAN EXPRESS CO232 shares0.43%2025-12-312026-01-28 ENB ENBRIDGE INC1.8K shares0.00%2025-12-312026-01-28 IJT ISHARES TR597 shares0.17%2025-12-312026-01-28 FREL FIDELITY COVINGTON TRUST3.1K shares0.81%2025-12-312026-01-28 VONG VANGUARD SCOTTSDALE FDS687 shares0.00%2025-12-312026-01-28 RPRX ROYALTY PHARMA PLC2.2K shares0.00%2025-12-312026-01-28 MSTR STRATEGY INC541 shares-40.68%2025-12-312026-01-28 ICLN ISHARES TR4.9K shares0.64%2025-12-312026-01-28 DOCU DOCUSIGN INC1.2K shares0.00%2025-12-312026-01-28 IYC ISHARES TR760 shares0.00%2025-12-312026-01-28 VTWO VANGUARD SCOTTSDALE FDS775 shares0.00%2025-12-312026-01-28 RSG REPUBLIC SVCS INC362 shares0.00%2025-12-312026-01-28 DTM DT MIDSTREAM INC639 shares0.47%2025-12-312026-01-28 USRT ISHARES TR1.3K sharesnew addition2025-12-312026-01-28 VB VANGUARD INDEX FDS288 shares0.35%2025-12-312026-01-28 IBIT ISHARES BITCOIN TRUST ETF1.5K shares1078.40%2025-12-312026-01-28 NICE NICE LTD635 shares0.00%2025-12-312026-01-28 IWN ISHARES TR395 shares0.25%2025-12-312026-01-28 HTHT H WORLD GROUP LTD1.5K shares0.00%2025-12-312026-01-28 NXPI NXP SEMICONDUCTORS N V321 shares-5.31%2025-12-312026-01-28 ON ON SEMICONDUCTOR CORP1.2K shares0.00%2025-12-312026-01-28 RTX RTX CORPORATION362 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shares0.37%2025-12-312026-01-28 AIEQ AMPLIFY ETF TR565 shares0.00%2025-12-312026-01-28 GSK PLC GSK PLC517 shares0.00%2025-12-312026-01-28 UPS UNITED PARCEL SERVICE INC255 shares0.00%2025-12-312026-01-28 FBND FIDELITY MERRIMACK STR TR542 shares51.40%2025-12-312026-01-28 CME CME GROUP INC91 shares0.00%2025-12-312026-01-28 LITE LUMENTUM HLDGS INC66 shares0.00%2025-12-312026-01-28 EXC EXELON CORP554 shares0.91%2025-12-312026-01-28 GBTC GRAYSCALE BITCOIN TRUST ETF353 shares-8.31%2025-12-312026-01-28 FETH FIDELITY ETHEREUM FD804 shares0.00%2025-12-312026-01-28 FMAT FIDELITY COVINGTON TRUST447 shares0.45%2025-12-312026-01-28 JMTG J P MORGAN EXCHANGE TRADED F463 sharesnew addition2025-12-312026-01-28 BP BP PLC680 shares0.00%2025-12-312026-01-28 CYRX CRYOPORT INC2.4K shares0.00%2025-12-312026-01-28 SU SUNCOR ENERGY INC NEW524 shares0.00%2025-12-312026-01-28 SDVY FIRST TR EXCHANGE-TRADED FD600 sharesnew addition2025-12-312026-01-28 CTSH COGNIZANT TECHNOLOGY SOLUTIO272 shares0.00%2025-12-312026-01-28 TD TORONTO DOMINION BK ONT238 shares0.00%2025-12-312026-01-28 TAK TAKEDA PHARMACEUTICAL CO LTD1.4K shares0.00%2025-12-312026-01-28 MPWR MONOLITHIC PWR SYS INC24 shares0.00%2025-12-312026-01-28 BHP BHP GROUP LTD365 shares0.00%2025-12-312026-01-28 QTWO Q2 HLDGS INC300 shares0.00%2025-12-312026-01-28 MMYT MAKEMYTRIP LIMITED MAURITIUS261 shares0.00%2025-12-312026-01-28 HRL HORMEL FOODS CORP900 shares0.00%2025-12-312026-01-28 KMB KIMBERLY-CLARK CORP210 shares35.48%2025-12-312026-01-28 PFG PRINCIPAL FINANCIAL GROUP IN238 shares0.00%2025-12-312026-01-28 PBR PETROLEO BRASILEIRO SA PETRO1.8K shares0.00%2025-12-312026-01-28 GM GENERAL MTRS CO255 shares-88.51%2025-12-312026-01-28 AN AUTONATION INC100 shares0.00%2025-12-312026-01-28 EXAS EXACT SCIENCES CORP202 shares0.00%2025-12-312026-01-28 NXST NEXSTAR MEDIA GROUP INC100 shares0.00%2025-12-312026-01-28 SOFI SOFI TECHNOLOGIES INC775 shares0.00%2025-12-312026-01-28 DOCN DIGITALOCEAN HLDGS INC420 shares0.00%2025-12-312026-01-28 SUSA ISHARES TR145 shares0.69%2025-12-312026-01-28 FV FIRST TR EXCHANGE TRADED FD317 shares0.00%2025-12-312026-01-28 GMED GLOBUS MED INC223 shares0.00%2025-12-312026-01-28 LUMN LUMEN TECHNOLOGIES INC2.5K shares0.00%2025-12-312026-01-28 IWV ISHARES TR50 shares0.00%2025-12-312026-01-28 FFTY INNOVATOR ETFS TRUST554 shares0.00%2025-12-312026-01-28 FEX FIRST TR EXCHANGE-TRADED ALP160 sharesnew addition2025-12-312026-01-28 AGG ISHARES TR190 shares0.00%2025-12-312026-01-28 SCHB SCHWAB STRATEGIC TR723 shares0.42%2025-12-312026-01-28 DEO DIAGEO PLC215 shares0.47%2025-12-312026-01-28 GLDM WORLD GOLD TR217 shares0.00%2025-12-312026-01-28 IGV ISHARES TR170 shares0.00%2025-12-312026-01-28 PBW INVESCO EXCHANGE TRADED FD T583 shares0.34%2025-12-312026-01-28 CTVA CORTEVA INC264 shares0.00%2025-12-312026-01-28 TLT ISHARES TR202 sharesnew addition2025-12-312026-01-28 SHW SHERWIN WILLIAMS CO54 shares0.00%2025-12-312026-01-28 ZTS ZOETIS INC139 shares0.00%2025-12-312026-01-28 BGRN ISHARES TR364 shares1.39%2025-12-312026-01-28 RPM RPM INTL INC165 shares0.00%2025-12-312026-01-28 KLAC KLA CORP14 shares0.00%2025-12-312026-01-28 VTRS VIATRIS INC1.4K shares0.00%2025-12-312026-01-28 PEG PUBLIC SVC ENTERPRISE GRP IN209 shares0.00%2025-12-312026-01-28 BBH VANECK ETF TRUST88 shares0.00%2025-12-312026-01-28 FNX FIRST TR EXCHANGE-TRADED ALP130 sharesnew addition2025-12-312026-01-28 WDC WESTERN DIGITAL CORP95 shares0.00%2025-12-312026-01-28 CNP CENTERPOINT ENERGY INC426 shares0.00%2025-12-312026-01-28 DVY ISHARES TR115 shares0.00%2025-12-312026-01-28 DRI DARDEN RESTAURANTS INC88 shares0.00%2025-12-312026-01-28 HERO GLOBAL X FDS544 shares0.00%2025-12-312026-01-28 AFK VANECK ETF TRUST605 shares0.00%2025-12-312026-01-28 FDX FEDEX CORP55 shares-20.29%2025-12-312026-01-28 TSN TYSON FOODS INC271 shares-11.44%2025-12-312026-01-28 AEP AMERICAN ELEC PWR CO INC137 shares0.00%2025-12-312026-01-28 OTIS OTIS WORLDWIDE CORP180 shares0.00%2025-12-312026-01-28 TMUS T-MOBILE US INC77 shares0.00%2025-12-312026-01-28 TXN TEXAS INSTRS INC89 shares0.00%2025-12-312026-01-28 VV VANGUARD INDEX FDS49 shares0.00%2025-12-312026-01-28 ACWX ISHARES TR226 sharesnew addition2025-12-312026-01-28 FMDE FIDELITY COVINGTON TRUST413 shares0.00%2025-12-312026-01-28 CELC CELCUITY INC150 sharesnew addition2025-12-312026-01-28 IQLT ISHARES TR328 shares0.00%2025-12-312026-01-28 XHB SPDR SERIES TRUST144 shares0.00%2025-12-312026-01-28 SCCO SOUTHERN COPPER CORP103 shares0.00%2025-12-312026-01-28 OSK OSHKOSH CORP117 shares0.00%2025-12-312026-01-28 SPSM SPDR SERIES TRUST310 sharesnew addition2025-12-312026-01-28 IUSB ISHARES TR305 sharesnew addition2025-12-312026-01-28 ES EVERSOURCE ENERGY210 shares0.00%2025-12-312026-01-28 LRGE LEGG MASON ETF INVT171 shares106.02%2025-12-312026-01-28 EWJV ISHARES TR354 shares4.42%2025-12-312026-01-28 WY WEYERHAEUSER CO MTN BE590 shares0.00%2025-12-312026-01-28 IR INGERSOLL RAND INC176 shares0.00%2025-12-312026-01-28 MO ALTRIA GROUP INC240 shares-97.05%2025-12-312026-01-28 ADI ANALOG DEVICES INC50 shares0.00%2025-12-312026-01-28 SBUX STARBUCKS CORP160 shares0.00%2025-12-312026-01-28 BF.A BROWN FORMAN CORP500 shares0.00%2025-12-312026-01-28 NOC NORTHROP GRUMMAN CORP23 shares0.00%2025-12-312026-01-28 MET METLIFE INC164 shares0.00%2025-12-312026-01-28 SLV ISHARES SILVER TR200 shares0.00%2025-12-312026-01-28 COP CONOCOPHILLIPS136 shares0.00%2025-12-312026-01-28 OKTA OKTA INC147 shares0.00%2025-12-312026-01-28 FIG FIGMA INC339 shares147.45%2025-12-312026-01-28 VFC V F CORP700 shares0.00%2025-12-312026-01-28 LMT LOCKHEED MARTIN CORP26 shares0.00%2025-12-312026-01-28 IDA IDACORP INC99 shares0.00%2025-12-312026-01-28 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available