The Analysis of Glass Jacobson Investment Advisors llc's Holdings

Currently, Glass Jacobson Investment Advisors llc holds 582 types of securities in its portfolio with a total value $278.0M. In the most recent quarter, they have increased their positions in N/A (+106.8K shares, valued at $1.6M), DFAU (+26.6K shares, valued at $1.2M), BND (+11.1K shares, valued at $818.7K); decreased their positions in VBR (-2.6K shares, valued at $557.6K), VV (-1.7K shares, valued at $522.9K), VUG (-1.1K shares, valued at $512.2K); initiated new positions in N/A (+106.8K shares, valued at $1.6M), VCLT (+4.7K shares, valued at $359.0K), HYBL (+9.2K shares, valued at $260.8K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAU DIMENSIONAL ETF TRUST193.9K shares15.90%2025-12-312026-01-22

DFAI DIMENSIONAL ETF TRUST205.0K shares-1.86%2025-12-312026-01-22

FPE FIRST TR EXCH TRADED FD III402.4K shares3.37%2025-12-312026-01-22

BND VANGUARD BD INDEX FDS87.1K shares14.53%2025-12-312026-01-22

DFIV DIMENSIONAL ETF TRUST113.2K shares2.64%2025-12-312026-01-22

VUG VANGUARD INDEX FDS9.5K shares-10.00%2025-12-312026-01-22

VTV VANGUARD INDEX FDS24.0K shares-2.41%2025-12-312026-01-22

VBR VANGUARD INDEX FDS21.6K shares-10.86%2025-12-312026-01-22

Sponsored

EFA ISHARES TR44.6K shares-2.75%2025-12-312026-01-22

VANGUARD INDEX FDS VANGUARD INDEX FDS6.6K shares3.76%2025-12-312026-01-22

IWF ISHARES TR7.8K shares-3.43%2025-12-312026-01-22

DFAS DIMENSIONAL ETF TRUST52.7K shares1.92%2025-12-312026-01-22

IJJ ISHARES TR27.7K shares-1.42%2025-12-312026-01-22

ITOT ISHARES TR24.4K shares-7.05%2025-12-312026-01-22

VCSH VANGUARD SCOTTSDALE FDS44.2K shares-4.21%2025-12-312026-01-22

VB VANGUARD INDEX FDS13.1K shares-11.43%2025-12-312026-01-22

Sponsored

DFLV DIMENSIONAL ETF TRUST98.7K shares10.23%2025-12-312026-01-22

MGV VANGUARD WORLD FD23.8K shares-4.30%2025-12-312026-01-22

BSJQ INVESCO EXCH TRD SLF IDX FD137.0K shares12.67%2025-12-312026-01-22

GLD SPDR GOLD TR7.8K shares-5.87%2025-12-312026-01-22

AAPL APPLE INC11.3K shares-6.04%2025-12-312026-01-22

HYS PIMCO ETF TR31.9K shares-2.75%2025-12-312026-01-22

DFUV DIMENSIONAL ETF TRUST64.4K shares0.20%2025-12-312026-01-22

NVDA NVIDIA CORPORATION16.0K shares-5.29%2025-12-312026-01-22

Sponsored

IVE ISHARES TR14.1K shares-0.84%2025-12-312026-01-22

VV VANGUARD INDEX FDS9.4K shares-14.97%2025-12-312026-01-22

VTI VANGUARD INDEX FDS8.6K shares0.02%2025-12-312026-01-22

DISV DIMENSIONAL ETF TRUST75.4K shares-0.64%2025-12-312026-01-22

FLOT ISHARES TR56.1K shares-14.15%2025-12-312026-01-22

VCIT VANGUARD SCOTTSDALE FDS33.9K shares-0.17%2025-12-312026-01-22

DFAE DIMENSIONAL ETF TRUST86.4K shares-0.53%2025-12-312026-01-22

DFEV DIMENSIONAL ETF TRUST82.3K shares-2.34%2025-12-312026-01-22

Sponsored

DUHP DIMENSIONAL ETF TRUST71.3K shares9.34%2025-12-312026-01-22

VIGI VANGUARD WHITEHALL FDS29.4K shares-1.35%2025-12-312026-01-22

VO VANGUARD INDEX FDS9.2K shares-8.71%2025-12-312026-01-22

DFCF DIMENSIONAL ETF TRUST61.4K shares18.78%2025-12-312026-01-22

IVV ISHARES TR3.8K shares2.45%2025-12-312026-01-22

VONG VANGUARD SCOTTSDALE FDS20.7K shares-7.62%2025-12-312026-01-22

BSJR INVESCO EXCH TRD SLF IDX FD110.4K shares39.73%2025-12-312026-01-22

DFAR DIMENSIONAL ETF TRUST108.5K shares11.17%2025-12-312026-01-22

Sponsored

EMLP FIRST TR EXCHANGE-TRADED FD64.0K shares-0.91%2025-12-312026-01-22

VGSH VANGUARD SCOTTSDALE FDS40.4K shares-8.02%2025-12-312026-01-22

IJS ISHARES TR19.1K shares-6.06%2025-12-312026-01-22

IQLT ISHARES TR47.6K shares-7.52%2025-12-312026-01-22

IJK ISHARES TR22.1K shares0.00%2025-12-312026-01-22

IWD ISHARES TR9.8K shares0.02%2025-12-312026-01-22

DFAT DIMENSIONAL ETF TRUST34.4K shares-3.33%2025-12-312026-01-22

VGIT VANGUARD SCOTTSDALE FDS33.9K shares1.01%2025-12-312026-01-22

Sponsored

MSFT MICROSOFT CORP4.2K shares0.48%2025-12-312026-01-22

DFUS DIMENSIONAL ETF TRUST27.1K shares-2.75%2025-12-312026-01-22

IJH ISHARES TR29.4K shares-3.78%2025-12-312026-01-22

AHR AMERICAN HEALTHCARE REIT INC40.1K shares0.02%2025-12-312026-01-22

DFIS DIMENSIONAL ETF TRUST55.9K shares-1.13%2025-12-312026-01-22

ISCF ISHARES TR43.5K shares-5.38%2025-12-312026-01-22

VYMI VANGUARD WHITEHALL FDS19.6K shares-2.60%2025-12-312026-01-22

IXUS ISHARES TR20.4K shares11.63%2025-12-312026-01-22

Sponsored

DIHP DIMENSIONAL ETF TRUST54.1K shares2.41%2025-12-312026-01-22

VTIP VANGUARD MALVERN FDS34.4K shares-7.21%2025-12-312026-01-22

VYM VANGUARD WHITEHALL FDS11.5K shares0.06%2025-12-312026-01-22

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD106.8K sharesnew addition2025-12-312026-01-22

SPHQ INVESCO EXCHANGE TRADED FD T21.2K shares-4.11%2025-12-312026-01-22

XMHQ INVESCO EXCHANGE TRADED FD T15.1K shares-2.30%2025-12-312026-01-22

DCOR DIMENSIONAL ETF TRUST20.4K shares0.13%2025-12-312026-01-22

VTEB VANGUARD MUN BD FDS29.4K shares-0.78%2025-12-312026-01-22

Sponsored

IWP ISHARES TR10.7K shares-2.72%2025-12-312026-01-22

VPU VANGUARD WORLD FD7.8K shares-1.98%2025-12-312026-01-22

DFSV DIMENSIONAL ETF TRUST40.7K shares7.80%2025-12-312026-01-22

VFMV VANGUARD WELLINGTON FD10.2K shares2.66%2025-12-312026-01-22

DFIC DIMENSIONAL ETF TRUST38.3K shares3.32%2025-12-312026-01-22

AGZ ISHARES TR11.4K shares16.06%2025-12-312026-01-22

BROADCOM INC BROADCOM INC3.6K shares-1.32%2025-12-312026-01-22

BNDX VANGUARD CHARLOTTE FDS24.0K shares-3.61%2025-12-312026-01-22

Sponsored

TBIL RBB FD INC23.2K shares-25.31%2025-12-312026-01-22

VEA VANGUARD TAX-MANAGED FDS18.5K shares-6.35%2025-12-312026-01-22

EEM ISHARES TR21.1K shares-1.59%2025-12-312026-01-22

PLTR PALANTIR TECHNOLOGIES INC6.4K shares-2.13%2025-12-312026-01-22

IMTM ISHARES TR23.8K shares-22.08%2025-12-312026-01-22

IWO ISHARES TR3.5K shares0.00%2025-12-312026-01-22

SCHD SCHWAB STRATEGIC TR37.9K shares-3.01%2025-12-312026-01-22

IYH ISHARES TR15.9K shares-0.89%2025-12-312026-01-22

Sponsored

VGLT VANGUARD SCOTTSDALE FDS18.5K shares35.49%2025-12-312026-01-22

IJT ISHARES TR7.3K shares-4.59%2025-12-312026-01-22

FENY FIDELITY COVINGTON TRUST40.1K shares-18.02%2025-12-312026-01-22

VXUS VANGUARD STAR FDS12.9K shares4.89%2025-12-312026-01-22

FREL FIDELITY COVINGTON TRUST34.9K shares-7.55%2025-12-312026-01-22

BSJS INVESCO EXCH TRD SLF IDX FD41.3K shares47.86%2025-12-312026-01-22

ICSH ISHARES TR17.0K shares-11.81%2025-12-312026-01-22

VOE VANGUARD INDEX FDS4.8K shares1.01%2025-12-312026-01-22

Sponsored

FNCL FIDELITY COVINGTON TRUST10.7K shares-3.55%2025-12-312026-01-22

FHLC FIDELITY COVINGTON TRUST11.2K shares-8.28%2025-12-312026-01-22

FUTY FIDELITY COVINGTON TRUST14.6K shares12.34%2025-12-312026-01-22

FNDB SCHWAB STRATEGIC TR28.9K shares2.27%2025-12-312026-01-22

AMZN AMAZON COM INC3.3K shares-3.80%2025-12-312026-01-22

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-01-22

STIP ISHARES TR7.3K shares-5.99%2025-12-312026-01-22

ISVL ISHARES TR15.7K shares-2.36%2025-12-312026-01-22

Sponsored

VBK VANGUARD INDEX FDS2.3K shares0.00%2025-12-312026-01-22

VWO VANGUARD INTL EQUITY INDEX F12.3K shares-4.21%2025-12-312026-01-22

DBEF DBX ETF TR13.7K shares2.47%2025-12-312026-01-22

IJR ISHARES TR5.2K shares0.48%2025-12-312026-01-22

IAGG ISHARES TR12.1K shares22.16%2025-12-312026-01-22

ARTY ISHARES TR12.5K shares-17.04%2025-12-312026-01-22

ALPHABET INC ALPHABET INC1.9K shares-0.90%2025-12-312026-01-22

CALF PACER FDS TR13.2K shares-0.61%2025-12-312026-01-22

Sponsored

SPYV SPDR SERIES TRUST10.1K shares-21.63%2025-12-312026-01-22

SCHF SCHWAB STRATEGIC TR22.2K shares8.93%2025-12-312026-01-22

IEFA ISHARES TR5.9K shares-5.72%2025-12-312026-01-22

CIBR FIRST TR EXCHANGE TRADED FD7.4K shares-17.64%2025-12-312026-01-22

USMV ISHARES TR5.6K shares0.00%2025-12-312026-01-22

XLK SELECT SECTOR SPDR TR3.7K shares100.00%2025-12-312026-01-22

SPGP INVESCO EXCHANGE TRADED FD T4.6K shares4.88%2025-12-312026-01-22

DFSD DIMENSIONAL ETF TRUST10.8K shares-16.22%2025-12-312026-01-22

Sponsored

ITB ISHARES TR5.4K shares3.32%2025-12-312026-01-22

FNDF SCHWAB STRATEGIC TR10.7K shares-46.60%2025-12-312026-01-22

DFNM DIMENSIONAL ETF TRUST10.1K shares0.92%2025-12-312026-01-22

EEMS ISHARES INC7.2K shares-5.75%2025-12-312026-01-22

COWZ PACER FDS TR8.0K shares-19.43%2025-12-312026-01-22

IDEV ISHARES TR5.8K shares-10.47%2025-12-312026-01-22

MGC VANGUARD WORLD FD1.9K shares-11.05%2025-12-312026-01-22

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T2.4K shares0.70%2025-12-312026-01-22

Sponsored

QUAL ISHARES TR2.3K shares23.33%2025-12-312026-01-22

VNQ VANGUARD INDEX FDS5.1K shares-13.29%2025-12-312026-01-22

BLCN SIREN ETF TR18.8K shares-8.06%2025-12-312026-01-22

BLACKSTONE INC BLACKSTONE INC2.9K shares0.63%2025-12-312026-01-22

IVW ISHARES TR3.6K shares0.03%2025-12-312026-01-22

EQWL INVESCO EXCHANGE TRADED FD T3.7K shares1.07%2025-12-312026-01-22

DFIP DIMENSIONAL ETF TRUST10.2K shares2.19%2025-12-312026-01-22

NFLX NETFLIX INC4.3K shares893.15%2025-12-312026-01-22

Sponsored

ENFR ALPS ETF TR12.7K shares-34.69%2025-12-312026-01-22

BSCR INVESCO EXCH TRD SLF IDX FD19.9K shares0.00%2025-12-312026-01-22

BSCQ INVESCO EXCH TRD SLF IDX FD19.9K shares0.00%2025-12-312026-01-22

INVESCO QQQ TR INVESCO QQQ TR624 shares19.77%2025-12-312026-01-22

HEFA ISHARES TR9.2K shares-0.26%2025-12-312026-01-22

META META PLATFORMS INC571 shares0.53%2025-12-312026-01-22

TSLA TESLA INC834 shares32.80%2025-12-312026-01-22

AXP AMERICAN EXPRESS CO1.0K shares0.00%2025-12-312026-01-22

Sponsored

SPY SPDR S&P 500 ETF TR541 shares0.19%2025-12-312026-01-22

FNDX SCHWAB STRATEGIC TR13.4K shares-9.57%2025-12-312026-01-22

VRT VERTIV HOLDINGS CO2.2K shares0.05%2025-12-312026-01-22

VCLT VANGUARD SCOTTSDALE FDS4.7K sharesnew addition2025-12-312026-01-22

PLD PROLOGIS INC.2.8K shares0.00%2025-12-312026-01-22

IWB ISHARES TR952 shares0.00%2025-12-312026-01-22

VGT VANGUARD WORLD FD471 shares-2.48%2025-12-312026-01-22

IWS ISHARES TR2.5K shares-12.35%2025-12-312026-01-22

Sponsored

EME EMCOR GROUP INC568 shares0.00%2025-12-312026-01-22

THC TENET HEALTHCARE CORP1.7K shares0.00%2025-12-312026-01-22

VDC VANGUARD WORLD FD1.5K shares12.03%2025-12-312026-01-22

VHT VANGUARD WORLD FD1.1K shares-20.28%2025-12-312026-01-22

CEG CONSTELLATION ENERGY CORP903 shares0.11%2025-12-312026-01-22

BSV VANGUARD BD INDEX FDS4.0K shares17.70%2025-12-312026-01-22

JPM JPMORGAN CHASE & CO.980 shares0.00%2025-12-312026-01-22

DFSU DIMENSIONAL ETF TRUST7.2K shares4.36%2025-12-312026-01-22

Sponsored

CRS CARPENTER TECHNOLOGY CORP974 shares0.00%2025-12-312026-01-22

MOAT VANECK ETF TRUST2.9K shares1.24%2025-12-312026-01-22

CRWD CROWDSTRIKE HLDGS INC636 shares0.00%2025-12-312026-01-22

TXN TEXAS INSTRS INC1.7K shares0.00%2025-12-312026-01-22

HSCZ ISHARES TR7.6K shares-0.30%2025-12-312026-01-22

HWM HOWMET AEROSPACE INC1.4K shares0.07%2025-12-312026-01-22

IWN ISHARES TR1.5K shares0.00%2025-12-312026-01-22

TIP ISHARES TR2.5K shares1.52%2025-12-312026-01-22

Sponsored

BIV VANGUARD BD INDEX FDS3.6K shares42.90%2025-12-312026-01-22

IGSB ISHARES TR5.2K shares-2.49%2025-12-312026-01-22

IBIT ISHARES BITCOIN TRUST ETF5.4K shares4.45%2025-12-312026-01-22

HYBL SSGA ACTIVE TR9.2K sharesnew addition2025-12-312026-01-22

FDRR FIDELITY COVINGTON TRUST4.2K shares0.91%2025-12-312026-01-22

FTSL FIRST TR EXCHANGE-TRADED FD5.5K shares-20.25%2025-12-312026-01-22

CELESTICA INC CELESTICA INC836 shares0.00%2025-12-312026-01-22

COST COSTCO WHSL CORP NEW286 shares0.00%2025-12-312026-01-22

Sponsored

EATON CORP PLC EATON CORP PLC758 shares0.00%2025-12-312026-01-22

AEP AMERICAN ELEC PWR CO INC2.0K shares0.00%2025-12-312026-01-22

OMFL INVESCO EXCH TRD SLF IDX FD3.8K shares-35.37%2025-12-312026-01-22

AEM AGNICO EAGLE MINES LTD1.4K shares-3.78%2025-12-312026-01-22

ESLT ELBIT SYS LTD403 shares0.00%2025-12-312026-01-22

ICF ISHARES TR3.8K shares0.00%2025-12-312026-01-22

HCA HCA HEALTHCARE INC475 shares0.00%2025-12-312026-01-22

DFGR DIMENSIONAL ETF TRUST8.2K shares-4.43%2025-12-312026-01-22

Sponsored

SLYG SPDR SERIES TRUST2.3K shares-0.44%2025-12-312026-01-22

TEQI T ROWE PRICE ETF INC4.6K shares0.26%2025-12-312026-01-22

EMB ISHARES TR2.2K shares-22.56%2025-12-312026-01-22

EW EDWARDS LIFESCIENCES CORP2.5K shares0.00%2025-12-312026-01-22

LQD ISHARES TR1.9K shares17.99%2025-12-312026-01-22

PG PROCTER AND GAMBLE CO1.4K shares0.00%2025-12-312026-01-22

VUSB VANGUARD BD INDEX FDS4.1K shares0.00%2025-12-312026-01-22

ARCC ARES CAPITAL CORP9.9K sharesnew addition2025-12-312026-01-22

Sponsored

CAT CATERPILLAR INC351 shares0.00%2025-12-312026-01-22

EEMV ISHARES INC3.1K shares1.55%2025-12-312026-01-22

AGG ISHARES TR2.0K shares-0.59%2025-12-312026-01-22

IVLU ISHARES TR5.2K shares1.84%2025-12-312026-01-22

DEHP DIMENSIONAL ETF TRUST6.1K shares0.53%2025-12-312026-01-22

KGC KINROSS GOLD CORP6.9K shares-10.24%2025-12-312026-01-22

MU MICRON TECHNOLOGY INC674 shares22366.67%2025-12-312026-01-22

PKST PEAKSTONE REALTY TRUST13.4K shares-2.58%2025-12-312026-01-22

Sponsored

ISHARES GOLD TR ISHARES GOLD TR2.3K shares-4.08%2025-12-312026-01-22

DFAX DIMENSIONAL ETF TRUST5.6K shares-1.40%2025-12-312026-01-22

DXCM DEXCOM INC2.8K shares0.00%2025-12-312026-01-22

JPC NUVEEN PFD & INCOME OPPORTUN22.5K shares0.18%2025-12-312026-01-22

DFEM DIMENSIONAL ETF TRUST5.2K shares0.62%2025-12-312026-01-22

FVAL FIDELITY COVINGTON TRUST2.4K shares0.51%2025-12-312026-01-22

FBND FIDELITY MERRIMACK STR TR3.7K shares0.30%2025-12-312026-01-22

ABBV ABBVIE INC727 shares-6.19%2025-12-312026-01-22

Sponsored

ALPHABET INC ALPHABET INC528 shares0.00%2025-12-312026-01-22

MSTR STRATEGY INC1.1K shares0.00%2025-12-312026-01-22

DVY ISHARES TR1.2K shares1.14%2025-12-312026-01-22

CSCO CISCO SYS INC2.1K shares0.05%2025-12-312026-01-22

EWD ISHARES INC3.2K shares0.00%2025-12-312026-01-22

IYM ISHARES TR1.0K shares-8.98%2025-12-312026-01-22

VOT VANGUARD INDEX FDS558 shares0.18%2025-12-312026-01-22

ETH GRAYSCALE ETHEREUM MINI TR E5.5K shares-3.76%2025-12-312026-01-22

Sponsored

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET3.9K shares-10.99%2025-12-312026-01-22

SCHG SCHWAB STRATEGIC TR4.6K shares79.50%2025-12-312026-01-22

IEMG ISHARES INC2.2K shares-16.07%2025-12-312026-01-22

GBTC GRAYSCALE BITCOIN TRUST ETF2.1K shares0.00%2025-12-312026-01-22

RWL INVESCO EXCH TRADED FD TR II1.2K shares-7.78%2025-12-312026-01-22

SLV ISHARES SILVER TR2.2K shares0.00%2025-12-312026-01-22

DFSI DIMENSIONAL ETF TRUST3.3K shares4.69%2025-12-312026-01-22

MCD MCDONALDS CORP449 shares0.00%2025-12-312026-01-22

Sponsored

JMEE J P MORGAN EXCHANGE TRADED F2.1K shares0.00%2025-12-312026-01-22

FELC FIDELITY COVINGTON TRUST3.3K shares0.21%2025-12-312026-01-22

FENI FIDELITY COVINGTON TRUST3.4K shares0.94%2025-12-312026-01-22

SLYV SPDR SERIES TRUST1.4K shares0.00%2025-12-312026-01-22

XLF SELECT SECTOR SPDR TR2.3K shares-52.92%2025-12-312026-01-22

NSC NORFOLK SOUTHN CORP430 shares0.00%2025-12-312026-01-22

LVHI LEGG MASON ETF INVT3.3K shares2.23%2025-12-312026-01-22

LLY ELI LILLY & CO112 shares286.21%2025-12-312026-01-22

Sponsored

EXC EXELON CORP2.7K shares0.82%2025-12-312026-01-22

TCHP T ROWE PRICE ETF INC2.4K shares0.00%2025-12-312026-01-22

ORCL ORACLE CORP600 shares0.00%2025-12-312026-01-22

MERCK & CO INC MERCK & CO INC1.1K shares119.36%2025-12-312026-01-22

JNJ JOHNSON & JOHNSON557 shares-1.42%2025-12-312026-01-22

WTMF WISDOMTREE TR2.9K shares-27.02%2025-12-312026-01-22

PSX PHILLIPS 66865 shares0.82%2025-12-312026-01-22

MLPX GLOBAL X FDS1.8K sharesnew addition2025-12-312026-01-22

Sponsored

MCHI ISHARES TR1.7K shares0.00%2025-12-312026-01-22

JCPB J P MORGAN EXCHANGE TRADED F2.2K shares0.60%2025-12-312026-01-22

IBM INTERNATIONAL BUSINESS MACHS347 shares0.00%2025-12-312026-01-22

VGK VANGUARD INTL EQUITY INDEX F1.2K shares0.92%2025-12-312026-01-22

VEU VANGUARD INTL EQUITY INDEX F1.4K shares0.22%2025-12-312026-01-22

DRI DARDEN RESTAURANTS INC541 sharesnew addition2025-12-312026-01-22

IWM ISHARES TR404 shares0.00%2025-12-312026-01-22

RDVY FIRST TR EXCHANGE TRADED FD1.4K sharesnew addition2025-12-312026-01-22

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GEV GE VERNOVA INC151 shares-65.84%2025-12-312026-01-22

BE BLOOM ENERGY CORP1.1K sharesnew addition2025-12-312026-01-22

IUSV ISHARES TR945 shares21.15%2025-12-312026-01-22

V VISA INC270 shares0.00%2025-12-312026-01-22

GLDM WORLD GOLD TR1.1K shares0.00%2025-12-312026-01-22

DFAW DIMENSIONAL ETF TRUST1.2K shares124.91%2025-12-312026-01-22

IYE ISHARES TR1.9K shares0.00%2025-12-312026-01-22

FDHY FIDELITY COVINGTON TRUST1.8K shares1.56%2025-12-312026-01-22

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SCHE SCHWAB STRATEGIC TR2.7K shares0.75%2025-12-312026-01-22

IWR ISHARES TR916 shares0.33%2025-12-312026-01-22

FVD FIRST TR EXCHANGE-TRADED FD1.9K shares0.00%2025-12-312026-01-22

IYW ISHARES TR434 shares0.00%2025-12-312026-01-22

DIA SPDR DOW JONES INDL AVERAGE180 shares0.00%2025-12-312026-01-22

XOM EXXON MOBIL CORP717 shares0.00%2025-12-312026-01-22

XRLX FUNDX INVT TR1.9K shares-12.25%2025-12-312026-01-22

EWG ISHARES INC2.0K shares0.00%2025-12-312026-01-22

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ETFS GOLD TR ETFS GOLD TR2.1K shares106.20%2025-12-312026-01-22

PNC PNC FINL SVCS GROUP INC402 shares0.00%2025-12-312026-01-22

NLR VANECK ETF TRUST676 shares4.32%2025-12-312026-01-22

FNDE SCHWAB STRATEGIC TR2.3K shares1292.77%2025-12-312026-01-22

SDY SPDR SERIES TRUST586 shares2.09%2025-12-312026-01-22

TPR TAPESTRY INC636 shares0.00%2025-12-312026-01-22

VWOB VANGUARD WHITEHALL FDS1.2K shares1.90%2025-12-312026-01-22

MA MASTERCARD INCORPORATED139 shares0.00%2025-12-312026-01-22

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AMGN AMGEN INC240 shares0.00%2025-12-312026-01-22

MPC MARATHON PETE CORP482 shares0.00%2025-12-312026-01-22

AMD ADVANCED MICRO DEVICES INC362 shares-0.82%2025-12-312026-01-22

XLV SELECT SECTOR SPDR TR500 shares0.00%2025-12-312026-01-22

FDVV FIDELITY COVINGTON TRUST1.4K shares200.88%2025-12-312026-01-22

IDV ISHARES TR1.9K sharesnew addition2025-12-312026-01-22

IMCB ISHARES TR924 shares-0.11%2025-12-312026-01-22

XSMO INVESCO EXCHANGE TRADED FD T1.1K shares0.09%2025-12-312026-01-22

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SPEM SPDR INDEX SHS FDS1.6K shares-15.28%2025-12-312026-01-22

PEP PEPSICO INC520 shares0.00%2025-12-312026-01-22

ADP AUTOMATIC DATA PROCESSING IN282 shares0.00%2025-12-312026-01-22

AVAV AEROVIRONMENT INC300 shares0.00%2025-12-312026-01-22

FDIG FIDELITY COVINGTON TRUST1.9K shares-5.26%2025-12-312026-01-22

GRPM INVESCO EXCHANGE TRADED FD T593 shares0.17%2025-12-312026-01-22

XAR SPDR SERIES TRUST288 shares-3.03%2025-12-312026-01-22

DFSB DIMENSIONAL ETF TRUST1.3K shares11.23%2025-12-312026-01-22

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HD HOME DEPOT INC200 shares0.00%2025-12-312026-01-22

UNP UNION PAC CORP296 shares0.00%2025-12-312026-01-22

VFQY VANGUARD WELLINGTON FD442 shares0.00%2025-12-312026-01-22

CVS CVS HEALTH CORP852 shares0.83%2025-12-312026-01-22

BA BOEING CO311 shares0.00%2025-12-312026-01-22

SPG SIMON PPTY GROUP INC NEW355 shares0.00%2025-12-312026-01-22

KO COCA COLA CO934 shares-27.26%2025-12-312026-01-22

VCRB VANGUARD MALVERN FDS777 shares1.57%2025-12-312026-01-22

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LQDH ISHARES U S ETF TR645 shares17.27%2025-12-312026-01-22

DXIV DIMENSIONAL ETF TRUST921 shares0.00%2025-12-312026-01-22

RTX RTX CORPORATION324 shares0.00%2025-12-312026-01-22

MKC MCCORMICK & CO INC860 shares0.00%2025-12-312026-01-22

FLTB FIDELITY MERRIMACK STR TR1.1K shares-13.21%2025-12-312026-01-22

FMDE FIDELITY COVINGTON TRUST1.6K shares0.25%2025-12-312026-01-22

SCHX SCHWAB STRATEGIC TR2.1K shares0.19%2025-12-312026-01-22

CVX CHEVRON CORP NEW375 shares0.00%2025-12-312026-01-22

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EWC ISHARES INC1.1K shares0.00%2025-12-312026-01-22

PAVE GLOBAL X FDS1.2K shares0.00%2025-12-312026-01-22

IDCC INTERDIGITAL INC175 shares0.00%2025-12-312026-01-22

MATX MATSON INC450 shares0.00%2025-12-312026-01-22

ITA ISHARES TR259 shares-3.36%2025-12-312026-01-22

GIS GENERAL MLS INC1.2K sharesnew addition2025-12-312026-01-22

FTEC FIDELITY COVINGTON TRUST243 shares-26.59%2025-12-312026-01-22

TLT ISHARES TR625 shares1.63%2025-12-312026-01-22

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NCNA NUCANA PLC15.0K shares0.00%2025-12-312026-01-22

ES EVERSOURCE ENERGY787 shares0.00%2025-12-312026-01-22

FSLR FIRST SOLAR INC200 shares0.00%2025-12-312026-01-22

EFG ISHARES TR454 shares0.00%2025-12-312026-01-22

BIL SPDR SERIES TRUST566 shares1.25%2025-12-312026-01-22

IP INTERNATIONAL PAPER CO1.3K shares0.00%2025-12-312026-01-22

SCHW SCHWAB CHARLES CORP501 shares0.20%2025-12-312026-01-22

SUPN SUPERNUS PHARMACEUTICALS INC1.0K shares0.00%2025-12-312026-01-22

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IHI ISHARES TR793 shares27.49%2025-12-312026-01-22

UNH UNITEDHEALTH GROUP INC140 shares0.00%2025-12-312026-01-22

SDVY FIRST TR EXCHANGE-TRADED FD1.2K shares0.00%2025-12-312026-01-22

ILCG ISHARES TR437 shares0.00%2025-12-312026-01-22

VCR VANGUARD WORLD FD115 shares0.00%2025-12-312026-01-22

AB ALLIANCEBERNSTEIN HLDG L P1.2K shares2.18%2025-12-312026-01-22

GE AEROSPACE GE AEROSPACE146 shares-22.75%2025-12-312026-01-22

IONQ IONQ INC996 shares0.00%2025-12-312026-01-22

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IOO ISHARES TR351 shares0.00%2025-12-312026-01-22

RGLD ROYAL GOLD INC200 shares0.00%2025-12-312026-01-22

TCAF T ROWE PRICE ETF INC1.2K shares-7.92%2025-12-312026-01-22

EWU ISHARES TR1.0K shares0.00%2025-12-312026-01-22

MMM 3M CO274 shares0.00%2025-12-312026-01-22

TRV TRAVELERS COMPANIES INC150 shares0.00%2025-12-312026-01-22

VIOV VANGUARD ADMIRAL FDS INC436 shares32.93%2025-12-312026-01-22

IWV ISHARES TR110 shares0.00%2025-12-312026-01-22

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IEV ISHARES TR600 shares0.00%2025-12-312026-01-22

LAZARD ACTIVE ETF TR LAZARD ACTIVE ETF TR1.6K sharesnew addition2025-12-312026-01-22

EWH ISHARES INC1.9K shares0.00%2025-12-312026-01-22

SNPS SYNOPSYS INC87 shares-50.29%2025-12-312026-01-22

EWJ ISHARES INC506 shares-38.96%2025-12-312026-01-22

PFE PFIZER INC1.6K shares29.53%2025-12-312026-01-22

IVOV VANGUARD ADMIRAL FDS INC394 shares1.81%2025-12-312026-01-22

TGT TARGET CORP400 shares0.00%2025-12-312026-01-22

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UPRO PROSHARES TR336 shares0.00%2025-12-312026-01-22

MDYV SPDR SERIES TRUST455 shares-11.65%2025-12-312026-01-22

VKTX VIKING THERAPEUTICS INC1.1K shares0.00%2025-12-312026-01-22

CRM SALESFORCE INC140 shares0.00%2025-12-312026-01-22

EVRG EVERGY INC510 shares0.00%2025-12-312026-01-22

BLACKROCK INC BLACKROCK INC34 shares0.00%2025-12-312026-01-22

VZ VERIZON COMMUNICATIONS INC878 shares0.57%2025-12-312026-01-22

IYK ISHARES TR530 shares0.38%2025-12-312026-01-22

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VSS VANGUARD INTL EQUITY INDEX F246 shares-25.90%2025-12-312026-01-22

IGIB ISHARES TR654 shares1.55%2025-12-312026-01-22

RIVN RIVIAN AUTOMOTIVE INC1.7K shares96.27%2025-12-312026-01-22

WMT WALMART INC307 shares-0.97%2025-12-312026-01-22

FMED FIDELITY COVINGTON TRUST1.3K shares44.00%2025-12-312026-01-22

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND127 shares0.00%2025-12-312026-01-22

IBLC ISHARES TR798 shares0.00%2025-12-312026-01-22

PPA INVESCO EXCHANGE TRADED FD T208 shares0.00%2025-12-312026-01-22

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QCOM QUALCOMM INC190 shares113.48%2025-12-312026-01-22

DFAC DIMENSIONAL ETF TRUST820 shares0.00%2025-12-312026-01-22

SSK ETF OPPORTUNITIES TRUST1.7K shares462.25%2025-12-312026-01-22

XRPI VOLATILITY SHS TR3.0K shares0.00%2025-12-312026-01-22

VFMF VANGUARD WELLINGTON FD212 shares0.47%2025-12-312026-01-22

HPF HANCOCK JOHN PFD INCOME FD I2.0K shares0.00%2025-12-312026-01-22

DPST DIREXION SHS ETF TR314 shares0.00%2025-12-312026-01-22

PM PHILIP MORRIS INTL INC197 shares0.51%2025-12-312026-01-22

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GPOR GULFPORT ENERGY CORP150 shares0.00%2025-12-312026-01-22

FDX FEDEX CORP107 shares0.00%2025-12-312026-01-22

AMERICA MOVIL SAB DE CV AMERICA MOVIL SAB DE CV1.5K shares0.00%2025-12-312026-01-22

BXP BXP INC449 shares0.00%2025-12-312026-01-22

CMG CHIPOTLE MEXICAN GRILL INC814 shares0.00%2025-12-312026-01-22

ZAP GLOBAL X FDS1.0K shares0.00%2025-12-312026-01-22

ORMP ORAMED PHARMACEUTICALS INC10.5K shares0.00%2025-12-312026-01-22

DIS DISNEY WALT CO262 shares0.00%2025-12-312026-01-22

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SCHP SCHWAB STRATEGIC TR1.1K shares-23.96%2025-12-312026-01-22

VIG VANGUARD SPECIALIZED FUNDS132 shares0.00%2025-12-312026-01-22

SCZ ISHARES TR365 shares-13.51%2025-12-312026-01-22

RDY DR REDDYS LABS LTD2.0K shares0.00%2025-12-312026-01-22

ICLR ICON PLC150 shares0.00%2025-12-312026-01-22

SYY SYSCO CORP364 shares0.00%2025-12-312026-01-22

MDLZ MONDELEZ INTL INC493 shares0.00%2025-12-312026-01-22

ITEQ AMPLIFY ETF TR455 shares0.89%2025-12-312026-01-22

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SCHB SCHWAB STRATEGIC TR1.0K shares4.14%2025-12-312026-01-22

ISTB ISHARES TR540 shares0.00%2025-12-312026-01-22

CHAT TIDAL TRUST II442 shares0.00%2025-12-312026-01-22

ENPH ENPHASE ENERGY INC800 shares77.78%2025-12-312026-01-22

EFAV ISHARES TR292 shares0.00%2025-12-312026-01-22

T AT&T INC1.0K shares-3.44%2025-12-312026-01-22

FSMD FIDELITY COVINGTON TRUST567 shares0.35%2025-12-312026-01-22

UPS UNITED PARCEL SERVICE INC252 shares0.00%2025-12-312026-01-22

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FYC FIRST TR EXCHANGE-TRADED ALP258 shares0.00%2025-12-312026-01-22

VFVA VANGUARD WELLINGTON FD185 shares0.54%2025-12-312026-01-22

SWX SOUTHWEST GAS HLDGS INC300 shares0.00%2025-12-312026-01-22

NVO NOVO-NORDISK A S470 shares27.03%2025-12-312026-01-22

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EMMF WISDOMTREE TR746 shares0.67%2025-12-312026-01-22

ADBE ADOBE INC66 shares0.00%2025-12-312026-01-22

MKC.V MCCORMICK & CO INC337 shares0.00%2025-12-312026-01-22

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THE CIGNA GROUP THE CIGNA GROUP83 shares0.00%2025-12-312026-01-22

EL LAUDER ESTEE COS INC217 shares0.00%2025-12-312026-01-22

EZU ISHARES INC350 shares0.00%2025-12-312026-01-22

NBET NEUBERGER BERMAN ETF TRUST682 shares0.00%2025-12-312026-01-22

VOX VANGUARD WORLD FD114 shares0.00%2025-12-312026-01-22

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DHR DANAHER CORPORATION91 shares0.00%2025-12-312026-01-22

SCHA SCHWAB STRATEGIC TR730 shares0.00%2025-12-312026-01-22

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IBB ISHARES TR122 shares0.00%2025-12-312026-01-22

BAC BANK AMERICA CORP367 shares-30.23%2025-12-312026-01-22

CIEN CIENA CORP86 shares0.00%2025-12-312026-01-22

VFMO VANGUARD WELLINGTON FD105 shares0.00%2025-12-312026-01-22

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SOLZ VOLATILITY SHS TR1.5K sharesnew addition2025-12-312026-01-22

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SBUX STARBUCKS CORP217 shares0.46%2025-12-312026-01-22

VFH VANGUARD WORLD FD135 shares-86.53%2025-12-312026-01-22

AXIL AXIL BRANDS INC2.5K shares0.00%2025-12-312026-01-22

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TAN INVESCO EXCH TRADED FD TR II350 shares0.00%2025-12-312026-01-22

KHC KRAFT HEINZ CO708 shares0.85%2025-12-312026-01-22

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SHLD GLOBAL X FDS251 shares-30.47%2025-12-312026-01-22

SIZE ISHARES TR96 sharesnew addition2025-12-312026-01-22

SCHH SCHWAB STRATEGIC TR735 shares24.37%2025-12-312026-01-22

DFSE DIMENSIONAL ETF TRUST365 shares0.55%2025-12-312026-01-22

REMX VANECK ETF TRUST203 sharesnew addition2025-12-312026-01-22

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XLU SELECT SECTOR SPDR TR338 shares100.00%2025-12-312026-01-22

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DIAL COLUMBIA ETF TR I776 shares-58.85%2025-12-312026-01-22

PGZ PRINCIPAL REAL ESTATE INCOME1.4K shares0.00%2025-12-312026-01-22

HYG ISHARES TR176 shares-59.54%2025-12-312026-01-22

GEHC GE HEALTHCARE TECHNOLOGIES I171 shares0.00%2025-12-312026-01-22

DXUV DIMENSIONAL ETF TRUST226 shares0.00%2025-12-312026-01-22

F FORD MTR CO1.0K shares-12.86%2025-12-312026-01-22

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BAI BLACKROCK ETF TRUST400 shares0.00%2025-12-312026-01-22

HFXI NEW YORK LIFE INVESTMENTS ET400 shares0.00%2025-12-312026-01-22

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ETHA ISHARES ETHEREUM TR470 shares56.67%2025-12-312026-01-22

IDHQ INVESCO EXCH TRADED FD TR II297 sharesnew addition2025-12-312026-01-22

MUFG MITSUBISHI UFJ FINL GROUP IN650 shares0.00%2025-12-312026-01-22

SMH VANECK ETF TRUST28 shares0.00%2025-12-312026-01-22

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CLX CLOROX CO DEL100 shares0.00%2025-12-312026-01-22

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BR BROADRIDGE FINL SOLUTIONS IN45 shares0.00%2025-12-312026-01-22

SBLK STAR BULK CARRIERS CORP.520 shares0.00%2025-12-312026-01-22

EFV ISHARES TR139 shares0.00%2025-12-312026-01-22

BDX BECTON DICKINSON & CO50 shares0.00%2025-12-312026-01-22

DJT TRUMP MEDIA & TECHNOLOGY GRO701 shares0.00%2025-12-312026-01-22

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MGM MGM RESORTS INTERNATIONAL240 shares0.00%2025-12-312026-01-22

PFFD GLOBAL X FDS463 shares-59.46%2025-12-312026-01-22

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ADT ADT INC DEL1.0K shares99.60%2025-12-312026-01-22

ALPS ETF TR ALPS ETF TR171 shares0.00%2025-12-312026-01-22

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BMY BRISTOL-MYERS SQUIBB CO144 shares0.00%2025-12-312026-01-22

USCI UNITED STS COMMODITY INDEX F100 shares0.00%2025-12-312026-01-22

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QQQM INVESCO EXCH TRADED FD TR II30 shares0.00%2025-12-312026-01-22

DOC HEALTHPEAK PROPERTIES INC468 shares0.00%2025-12-312026-01-22

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FTHY FIRST TR HIGH YIELD OPPRT 20425 shares1.92%2025-12-312026-01-22

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PLTK PLAYTIKA HLDG CORP1.4K shares45.42%2025-12-312026-01-22

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HP INC HP INC205 shares0.00%2025-12-312026-01-22

VLO VALERO ENERGY CORP28 shares0.00%2025-12-312026-01-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available