The Analysis of Golden State Equity Partners's Holdings
Currently, Golden State Equity Partners holds 492 types of securities in its portfolio with a total value $619.8M. In the most recent quarter, they have increased their positions in NFLX (+40.4K shares, valued at $3.8M), VGSH (+53.4K shares, valued at $3.1M), XLK (+16.1K shares, valued at $2.3M); decreased their positions in DGRW (-59.8K shares, valued at $5.3M), WINN (-83.0K shares, valued at $2.6M), SDVY (-61.9K shares, valued at $2.4M); initiated new positions in JBND (+21.9K shares, valued at $1.2M), SLV (+15.7K shares, valued at $1.0M), XLC (+8.6K shares, valued at $1.0M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION208.8K shares2.29%2025-12-312026-01-29
AAPL APPLE INC105.9K shares3.54%2025-12-312026-01-29 MSFT MICROSOFT CORP43.4K shares2.56%2025-12-312026-01-29 ALPHABET INC ALPHABET INC53.9K shares5.75%2025-12-312026-01-29 AMZN AMAZON COM INC63.4K shares9.19%2025-12-312026-01-29 BROADCOM INC BROADCOM INC36.4K shares2.77%2025-12-312026-01-29 JPM JPMORGAN CHASE & CO.31.9K shares2.23%2025-12-312026-01-29 AGG ISHARES TR95.9K shares1.56%2025-12-312026-01-29 META META PLATFORMS INC10.2K shares26.31%2025-12-312026-01-29 IVV ISHARES TR9.7K shares14.90%2025-12-312026-01-29 TSLA TESLA INC14.3K shares2.07%2025-12-312026-01-29 RTX RTX CORPORATION32.9K shares-0.84%2025-12-312026-01-29 CRM SALESFORCE INC20.7K shares-1.50%2025-12-312026-01-29 WMT WALMART INC48.6K shares3.11%2025-12-312026-01-29 JNJ JOHNSON & JOHNSON22.9K shares6.68%2025-12-312026-01-29 V VISA INC13.0K shares5.34%2025-12-312026-01-29 ABBV ABBVIE INC19.8K shares15.99%2025-12-312026-01-29 IBM INTERNATIONAL BUSINESS MACHS14.5K shares-2.77%2025-12-312026-01-29 PLTR PALANTIR TECHNOLOGIES INC23.9K shares10.62%2025-12-312026-01-29 NFLX NETFLIX INC44.9K shares908.31%2025-12-312026-01-29 DIVO AMPLIFY ETF TR92.5K shares2.99%2025-12-312026-01-29 VGSH VANGUARD SCOTTSDALE FDS67.4K shares379.44%2025-12-312026-01-29 BAC BANK AMERICA CORP71.1K shares1.57%2025-12-312026-01-29 XOM EXXON MOBIL CORP32.2K shares37.72%2025-12-312026-01-29 LLY ELI LILLY & CO3.5K shares14.22%2025-12-312026-01-29 SGOV ISHARES TR33.1K shares10.36%2025-12-312026-01-29 WFC WELLS FARGO CO NEW34.9K shares0.60%2025-12-312026-01-29 HD HOME DEPOT INC9.4K shares6.03%2025-12-312026-01-29 COST COSTCO WHSL CORP NEW3.7K shares1.18%2025-12-312026-01-29 RDIV INVESCO EXCH TRADED FD TR II60.6K shares0.31%2025-12-312026-01-29 FBND FIDELITY MERRIMACK STR TR67.0K shares-30.36%2025-12-312026-01-29 MCD MCDONALDS CORP10.1K shares-4.33%2025-12-312026-01-29 JAAA JANUS DETROIT STR TR59.8K shares16.17%2025-12-312026-01-29 XLK SELECT SECTOR SPDR TR19.7K shares452.11%2025-12-312026-01-29 TLTW ISHARES TR119.6K shares474.32%2025-12-312026-01-29 VUG VANGUARD INDEX FDS5.5K shares9.73%2025-12-312026-01-29 CVX CHEVRON CORP NEW17.3K shares10.63%2025-12-312026-01-29 ALPHABET INC ALPHABET INC8.4K shares18.58%2025-12-312026-01-29 CAT CATERPILLAR INC4.5K shares-5.24%2025-12-312026-01-29 TSM TAIWAN SEMICONDUCTOR MFG LTD8.5K shares33.46%2025-12-312026-01-29 DGRW WISDOMTREE TR27.8K shares-68.27%2025-12-312026-01-29 CSCO CISCO SYS INC31.9K shares10.08%2025-12-312026-01-29 FLOT ISHARES TR46.3K shares9.89%2025-12-312026-01-29 WINN HARBOR ETF TRUST75.5K shares-52.39%2025-12-312026-01-29 PYLD PIMCO ETF TR87.1K shares-19.61%2025-12-312026-01-29 BSV VANGUARD BD INDEX FDS29.5K shares-1.83%2025-12-312026-01-29 IUSB ISHARES TR49.7K shares-0.44%2025-12-312026-01-29 IWP ISHARES TR16.9K shares-14.35%2025-12-312026-01-29 PTY PIMCO CORPORATE & INCOME OPP175.8K shares0.47%2025-12-312026-01-29 VTV VANGUARD INDEX FDS11.8K shares102.18%2025-12-312026-01-29 SDVY FIRST TR EXCHANGE-TRADED FD56.8K shares-52.15%2025-12-312026-01-29 AMD ADVANCED MICRO DEVICES INC10.0K shares4.79%2025-12-312026-01-29 NEE NEXTERA ENERGY INC26.0K shares36.50%2025-12-312026-01-29 TJX TJX COS INC NEW13.2K shares-17.54%2025-12-312026-01-29 MS MORGAN STANLEY11.3K shares-7.31%2025-12-312026-01-29 SHY ISHARES TR24.2K shares-45.51%2025-12-312026-01-29 QCOM QUALCOMM INC11.4K shares1.83%2025-12-312026-01-29 DIA SPDR DOW JONES INDL AVERAGE4.0K shares-4.57%2025-12-312026-01-29 SCHW SCHWAB CHARLES CORP18.7K shares34.59%2025-12-312026-01-29 VZ VERIZON COMMUNICATIONS INC45.4K shares9.78%2025-12-312026-01-29 MCK MCKESSON CORP2.2K shares8.41%2025-12-312026-01-29 AGGY WISDOMTREE TR39.9K shares-43.80%2025-12-312026-01-29 AMGN AMGEN INC5.3K shares0.94%2025-12-312026-01-29 DSL DOUBLELINE INCOME SOLUTIONS155.0K shares1.16%2025-12-312026-01-29 AVAV AEROVIRONMENT INC7.0K shares3.36%2025-12-312026-01-29 HEFA ISHARES TR40.6K shares-3.69%2025-12-312026-01-29 USHY ISHARES TR44.2K shares11.87%2025-12-312026-01-29 T AT&T INC66.3K shares4.13%2025-12-312026-01-29 UPRO PROSHARES TR14.2K shares-1.77%2025-12-312026-01-29 SCHG SCHWAB STRATEGIC TR49.6K shares1.97%2025-12-312026-01-29 IEI ISHARES TR13.1K shares0.35%2025-12-312026-01-29 HUSV FIRST TR EXCH TRADED FD III39.6K shares-55.39%2025-12-312026-01-29 MIRM MIRUM PHARMACEUTICALS INC19.4K shares0.00%2025-12-312026-01-29 TMO THERMO FISHER SCIENTIFIC INC2.6K shares1.42%2025-12-312026-01-29 SPGI S&P GLOBAL INC2.9K shares45.10%2025-12-312026-01-29 SRLN SSGA ACTIVE ETF TR36.9K shares6.52%2025-12-312026-01-29 VBK VANGUARD INDEX FDS5.0K shares-5.86%2025-12-312026-01-29 ORCL ORACLE CORP7.7K shares13.47%2025-12-312026-01-29 XLE SELECT SECTOR SPDR TR33.4K shares149.18%2025-12-312026-01-29 USMV ISHARES TR15.9K shares-2.51%2025-12-312026-01-29 SCHD SCHWAB STRATEGIC TR54.4K shares-3.53%2025-12-312026-01-29 KO COCA COLA CO20.9K shares-13.11%2025-12-312026-01-29 JPST J P MORGAN EXCHANGE TRADED F28.8K shares-17.14%2025-12-312026-01-29 PM PHILIP MORRIS INTL INC9.0K shares-22.86%2025-12-312026-01-29 GS GOLDMAN SACHS GROUP INC1.6K shares0.12%2025-12-312026-01-29 NOBL PROSHARES TR13.8K shares-2.22%2025-12-312026-01-29 CTRE CARETRUST REIT INC39.5K shares1.18%2025-12-312026-01-29 COP CONOCOPHILLIPS15.2K shares-3.46%2025-12-312026-01-29 PG PROCTER AND GAMBLE CO9.8K shares11.36%2025-12-312026-01-29 IUSV ISHARES TR13.6K shares-4.81%2025-12-312026-01-29 SMH VANECK ETF TRUST3.9K shares0.00%2025-12-312026-01-29 MA MASTERCARD INCORPORATED2.4K shares21.33%2025-12-312026-01-29 MTUM ISHARES TR5.5K shares42.91%2025-12-312026-01-29 EPD ENTERPRISE PRODS PARTNERS L41.8K shares-2.66%2025-12-312026-01-29 SPYM SPDR SERIES TRUST16.5K shares-1.94%2025-12-312026-01-29 BA BOEING CO6.0K shares18.01%2025-12-312026-01-29 AXP AMERICAN EXPRESS CO3.4K shares59.92%2025-12-312026-01-29 IBHF ISHARES TR54.3K shares0.00%2025-12-312026-01-29 KKR & CO INC KKR & CO INC9.7K shares2.10%2025-12-312026-01-29 IEFA ISHARES TR13.8K shares7.56%2025-12-312026-01-29 SPXT PROSHARES TR12.0K shares-6.00%2025-12-312026-01-29 CRWD CROWDSTRIKE HLDGS INC2.6K shares5.26%2025-12-312026-01-29 PANW PALO ALTO NETWORKS INC6.6K shares26.81%2025-12-312026-01-29 SO SOUTHERN CO13.9K shares68.11%2025-12-312026-01-29 CMI CUMMINS INC2.4K shares9.72%2025-12-312026-01-29 SPG SIMON PPTY GROUP INC NEW6.5K shares-4.90%2025-12-312026-01-29 LMT LOCKHEED MARTIN CORP2.5K shares2.53%2025-12-312026-01-29 ASML ASML HOLDING N V1.1K shares-1.07%2025-12-312026-01-29 JBND J P MORGAN EXCHANGE TRADED F21.9K sharesnew addition2025-12-312026-01-29 BOND PIMCO ETF TR12.7K shares183.41%2025-12-312026-01-29 BSX BOSTON SCIENTIFIC CORP12.3K shares25.24%2025-12-312026-01-29 UNP UNION PAC CORP5.0K shares1.82%2025-12-312026-01-29 IJR ISHARES TR9.5K shares-4.11%2025-12-312026-01-29 XLF SELECT SECTOR SPDR TR20.8K shares240.71%2025-12-312026-01-29 IWF ISHARES TR2.4K shares-17.12%2025-12-312026-01-29 LOW LOWES COS INC4.7K shares1.17%2025-12-312026-01-29 SRE SEMPRA12.7K shares-9.03%2025-12-312026-01-29 CME CME GROUP INC4.1K shares-4.64%2025-12-312026-01-29 TXN TEXAS INSTRS INC6.4K shares-16.74%2025-12-312026-01-29 GSST GOLDMAN SACHS ETF TR21.9K shares3.45%2025-12-312026-01-29 NOW SERVICENOW INC7.2K shares559.62%2025-12-312026-01-29 BKLN INVESCO EXCH TRADED FD TR II52.3K shares72.71%2025-12-312026-01-29 IHDG WISDOMTREE TR22.9K shares2.90%2025-12-312026-01-29 LMBS FIRST TR EXCHANGE-TRADED FD21.5K shares-51.51%2025-12-312026-01-29 UDOW PROSHARES TR18.5K shares90.22%2025-12-312026-01-29 DFAE DIMENSIONAL ETF TRUST32.7K shares103.90%2025-12-312026-01-29 VTEB VANGUARD MUN BD FDS21.0K shares21.58%2025-12-312026-01-29 UBER UBER TECHNOLOGIES INC12.8K shares25.80%2025-12-312026-01-29 ISRG INTUITIVE SURGICAL INC1.8K shares24.76%2025-12-312026-01-29 MO ALTRIA GROUP INC17.9K shares31.55%2025-12-312026-01-29 ECAT BLACKROCK ESG CAP ALLC TERM66.5K shares9.84%2025-12-312026-01-29 IQDG WISDOMTREE TR24.6K shares-54.60%2025-12-312026-01-29 ABT ABBOTT LABS8.2K shares-3.91%2025-12-312026-01-29 SLV ISHARES SILVER TR15.7K sharesnew addition2025-12-312026-01-29 XLC SELECT SECTOR SPDR TR8.6K sharesnew addition2025-12-312026-01-29 WCMI FIRST TR EXCHANGE-TRADED FD59.3K shares-55.94%2025-12-312026-01-29 KTOS KRATOS DEFENSE & SEC SOLUTIO13.1K shares0.10%2025-12-312026-01-29 GEV GE VERNOVA INC1.5K shares13.00%2025-12-312026-01-29 NULG NUSHARES ETF TR10.0K shares-63.03%2025-12-312026-01-29 TMUS T-MOBILE US INC4.8K shares-24.59%2025-12-312026-01-29 ALL ALLSTATE CORP4.6K shares25.96%2025-12-312026-01-29 GLD SPDR GOLD TR2.4K shares101.91%2025-12-312026-01-29 VTI VANGUARD INDEX FDS2.9K shares-9.56%2025-12-312026-01-29 IJH ISHARES TR14.5K shares-14.17%2025-12-312026-01-29 DUHP DIMENSIONAL ETF TRUST25.0K sharesnew addition2025-12-312026-01-29 EMB ISHARES TR9.9K shares10.52%2025-12-312026-01-29 KVLE KRANESHARES TRUST36.8K sharesnew addition2025-12-312026-01-29 O REALTY INCOME CORP16.6K shares-25.90%2025-12-312026-01-29 XLY SELECT SECTOR SPDR TR7.8K shares572.24%2025-12-312026-01-29 PAYX PAYCHEX INC8.3K shares3.20%2025-12-312026-01-29 XLV SELECT SECTOR SPDR TR5.9K sharesnew addition2025-12-312026-01-29 VEA VANGUARD TAX-MANAGED FDS14.5K shares13.65%2025-12-312026-01-29 ORI OLD REP INTL CORP19.6K shares-8.18%2025-12-312026-01-29 VCLT VANGUARD SCOTTSDALE FDS11.8K shares2.51%2025-12-312026-01-29 BIBL NORTHERN LTS FD TR IV19.7K shares1.60%2025-12-312026-01-29 HON HONEYWELL INTL INC4.4K shares-10.94%2025-12-312026-01-29 SPY SPDR S&P 500 ETF TR1.3K shares5.03%2025-12-312026-01-29 TRTX TPG RE FIN TR INC99.1K shares-0.62%2025-12-312026-01-29 BAB INVESCO EXCH TRADED FD TR II31.2K sharesnew addition2025-12-312026-01-29 PFE PFIZER INC33.8K shares17.10%2025-12-312026-01-29 COF CAPITAL ONE FINL CORP3.5K shares11.37%2025-12-312026-01-29 WMB WILLIAMS COS INC13.8K shares8.48%2025-12-312026-01-29 VNLA JANUS DETROIT STR TR16.8K shares1.08%2025-12-312026-01-29 VEU VANGUARD INTL EQUITY INDEX F11.1K sharesnew addition2025-12-312026-01-29 PWRD TCW ETF TRUST8.4K shares70.71%2025-12-312026-01-29 CVS CVS HEALTH CORP10.1K sharesnew addition2025-12-312026-01-29 ATO ATMOS ENERGY CORP4.8K shares77.31%2025-12-312026-01-29 FCX FREEPORT-MCMORAN INC15.7K shares0.28%2025-12-312026-01-29 XLI SELECT SECTOR SPDR TR5.1K sharesnew addition2025-12-312026-01-29 UNH UNITEDHEALTH GROUP INC2.4K shares1.06%2025-12-312026-01-29 AZN ASTRAZENECA PLC8.6K shares8.84%2025-12-312026-01-29 PGR PROGRESSIVE CORP3.5K shares-35.19%2025-12-312026-01-29 FRTY THE ALGER ETF TRUST37.5K sharesnew addition2025-12-312026-01-29 ORLY OREILLY AUTOMOTIVE INC8.6K shares4.22%2025-12-312026-01-29 BIV VANGUARD BD INDEX FDS10.0K sharesnew addition2025-12-312026-01-29 UNILEVER PLC UNILEVER PLC11.9K sharesnew addition2025-12-312026-01-29 NOC NORTHROP GRUMMAN CORP1.3K shares1.21%2025-12-312026-01-29 USIG ISHARES TR14.6K shares13.34%2025-12-312026-01-29 BRK.A BERKSHIRE HATHAWAY INC DEL1 sharesnew addition2025-12-312026-01-29 DFUS DIMENSIONAL ETF TRUST10.2K sharesnew addition2025-12-312026-01-29 IVE ISHARES TR3.5K shares4.48%2025-12-312026-01-29 GUG GUGGENHEIM ACTIVE ALLOC FD47.7K shares5.22%2025-12-312026-01-29 VMC VULCAN MATLS CO2.6K shares186.37%2025-12-312026-01-29 LINDE PLC LINDE PLC1.7K shares-27.93%2025-12-312026-01-29 IWR ISHARES TR7.5K shares3.25%2025-12-312026-01-29 VCIT VANGUARD SCOTTSDALE FDS8.6K shares2.06%2025-12-312026-01-29 CENCORA INC CENCORA INC2.1K shares19.53%2025-12-312026-01-29 ARES ARES MANAGEMENT CORPORATION4.4K shares-10.16%2025-12-312026-01-29 CB CHUBB LIMITED2.3K shares-12.34%2025-12-312026-01-29 PHYL PGIM ETF TR19.8K sharesnew addition2025-12-312026-01-29 HLT HILTON WORLDWIDE HLDGS INC2.4K shares40.76%2025-12-312026-01-29 DE DEERE & CO1.5K shares178.68%2025-12-312026-01-29 MU MICRON TECHNOLOGY INC2.4K shares3.36%2025-12-312026-01-29 BUFR FIRST TR EXCHNG TRADED FD VI19.9K shares-56.68%2025-12-312026-01-29 COIN COINBASE GLOBAL INC3.0K shares0.57%2025-12-312026-01-29 XLU SELECT SECTOR SPDR TR15.9K shares410.86%2025-12-312026-01-29 USA LIBERTY ALL STAR EQUITY FD107.8K shares-2.23%2025-12-312026-01-29 JMUB J P MORGAN EXCHANGE TRADED F13.4K shares-30.01%2025-12-312026-01-29 DYNF BLACKROCK ETF TRUST11.1K shares81.96%2025-12-312026-01-29 BOTZ GLOBAL X FDS18.5K sharesnew addition2025-12-312026-01-29 LAMR LAMAR ADVERTISING CO NEW5.3K shares-8.16%2025-12-312026-01-29 GWW WW GRAINGER INC660 shares79.84%2025-12-312026-01-29 TLT ISHARES TR7.6K shares-34.64%2025-12-312026-01-29 PEG PUBLIC SVC ENTERPRISE GRP IN8.2K shares-10.24%2025-12-312026-01-29 FTLS FIRST TR EXCH TRADED FD III9.3K shares-58.35%2025-12-312026-01-29 GPIQ GOLDMAN SACHS ETF TR12.5K shares53.83%2025-12-312026-01-29 OKE ONEOK INC NEW8.9K shares0.12%2025-12-312026-01-29 GL GLOBE LIFE INC4.6K shares-2.13%2025-12-312026-01-29 DFIS DIMENSIONAL ETF TRUST19.6K shares64.83%2025-12-312026-01-29 URI UNITED RENTALS INC798 shares4.72%2025-12-312026-01-29 DRI DARDEN RESTAURANTS INC3.5K shares-11.46%2025-12-312026-01-29 PEP PEPSICO INC4.5K shares-26.61%2025-12-312026-01-29 VNQ VANGUARD INDEX FDS7.2K shares0.26%2025-12-312026-01-29 MEDTRONIC PLC MEDTRONIC PLC6.6K shares146.23%2025-12-312026-01-29 IWB ISHARES TR1.7K shares0.24%2025-12-312026-01-29 EPI WISDOMTREE TR13.5K shares3.28%2025-12-312026-01-29 SNA SNAP ON INC1.8K shares-12.42%2025-12-312026-01-29 CAH CARDINAL HEALTH INC3.0K shares1.91%2025-12-312026-01-29 BOXX EA SERIES TRUST5.4K shares-4.41%2025-12-312026-01-29 ADBE ADOBE INC1.8K shares35.01%2025-12-312026-01-29 DKS DICKS SPORTING GOODS INC3.1K shares0.29%2025-12-312026-01-29 BND VANGUARD BD INDEX FDS8.3K shares2.23%2025-12-312026-01-29 ADP AUTOMATIC DATA PROCESSING IN2.4K shares34.68%2025-12-312026-01-29 PHO INVESCO EXCHANGE TRADED FD T8.7K sharesnew addition2025-12-312026-01-29 JBL JABIL INC2.7K sharesnew addition2025-12-312026-01-29 VGT VANGUARD WORLD FD801 shares-12.17%2025-12-312026-01-29 VGK VANGUARD INTL EQUITY INDEX F7.2K shares171.38%2025-12-312026-01-29 WM WASTE MGMT INC DEL2.7K shares-51.17%2025-12-312026-01-29 JCI JOHNSON CTLS INTL PLC4.9K shares2.80%2025-12-312026-01-29 AIG AMERICAN INTL GROUP INC6.8K shares5.81%2025-12-312026-01-29 XLP SELECT SECTOR SPDR TR7.5K sharesnew addition2025-12-312026-01-29 VO VANGUARD INDEX FDS2.0K shares4.27%2025-12-312026-01-29 KLAC KLA CORP477 shares-18.74%2025-12-312026-01-29 OBDC BLUE OWL CAPITAL CORPORATION46.4K shares1.83%2025-12-312026-01-29 FTSM FIRST TR EXCHANGE-TRADED FD9.6K shares-53.53%2025-12-312026-01-29 GAB GABELLI EQUITY TR INC93.2K shares-0.77%2025-12-312026-01-29 CARR CARRIER GLOBAL CORPORATION10.9K sharesnew addition2025-12-312026-01-29 HDMV FIRST TR EXCH TRADED FD III16.2K shares-59.28%2025-12-312026-01-29 ED CONSOLIDATED EDISON INC5.8K shares-40.76%2025-12-312026-01-29 DHR DANAHER CORPORATION2.5K shares-10.08%2025-12-312026-01-29 GAL SSGA ACTIVE ETF TR11.3K shares-61.52%2025-12-312026-01-29 VOT VANGUARD INDEX FDS2.0K sharesnew addition2025-12-312026-01-29 DFIC DIMENSIONAL ETF TRUST16.0K sharesnew addition2025-12-312026-01-29 LNG CHENIERE ENERGY INC2.8K shares-69.33%2025-12-312026-01-29 IWM ISHARES TR2.2K shares166.99%2025-12-312026-01-29 ECL ECOLAB INC2.1K shares-5.37%2025-12-312026-01-29 GBTC GRAYSCALE BITCOIN TRUST ETF8.0K shares-11.34%2025-12-312026-01-29 GOVT ISHARES TR23.7K shares2.99%2025-12-312026-01-29 EQIN COLUMBIA ETF TR I11.4K shares83.42%2025-12-312026-01-29 AFL AFLAC INC4.9K shares19.10%2025-12-312026-01-29 CMCSA COMCAST CORP NEW17.9K shares-11.34%2025-12-312026-01-29 DIS DISNEY WALT CO4.7K shares-4.17%2025-12-312026-01-29 MINO PIMCO ETF TR11.7K sharesnew addition2025-12-312026-01-29 SYK STRYKER CORPORATION1.5K sharesnew addition2025-12-312026-01-29 IRM IRON MTN INC DEL6.3K shares-1.46%2025-12-312026-01-29 ADC AGREE RLTY CORP7.2K shares3.49%2025-12-312026-01-29 RCL ROYAL CARIBBEAN GROUP1.9K shares189.98%2025-12-312026-01-29 BIL SPDR SERIES TRUST5.6K shares12.46%2025-12-312026-01-29 CNEQ THE ALGER ETF TRUST14.8K sharesnew addition2025-12-312026-01-29 PTL NORTHERN LTS FD TR IV2.0K shares20.94%2025-12-312026-01-29 IAG IAMGOLD CORP30.0K shares-57.14%2025-12-312026-01-29 GM GENERAL MTRS CO6.1K shares-5.06%2025-12-312026-01-29 IEMG ISHARES INC7.3K shares2.07%2025-12-312026-01-29 LUV SOUTHWEST AIRLS CO11.9K shares7.83%2025-12-312026-01-29 PTRB PGIM ETF TR11.7K shares5.04%2025-12-312026-01-29 WSO WATSCO INC1.5K shares-17.83%2025-12-312026-01-29 SMLF ISHARES TR6.6K shares3.71%2025-12-312026-01-29 IWD ISHARES TR2.3K sharesnew addition2025-12-312026-01-29 FALN ISHARES TR17.8K shares18.67%2025-12-312026-01-29 GEM GOLDMAN SACHS ETF TR11.7K shares-57.39%2025-12-312026-01-29 VRT VERTIV HOLDINGS CO3.0K shares63.15%2025-12-312026-01-29 EMR EMERSON ELEC CO3.6K shares-7.87%2025-12-312026-01-29 GBDC GOLUB CAP BDC INC34.8K shares0.69%2025-12-312026-01-29 PNR PENTAIR PLC4.5K shares-13.49%2025-12-312026-01-29 WELL WELLTOWER INC2.5K shares7.36%2025-12-312026-01-29 BDX BECTON DICKINSON & CO2.4K shares-4.96%2025-12-312026-01-29 HEWJ ISHARES TR9.0K shares-1.68%2025-12-312026-01-29 SYY SYSCO CORP6.3K sharesnew addition2025-12-312026-01-29 MAIN MAIN STR CAP CORP7.7K shares0.00%2025-12-312026-01-29 CLF CLEVELAND-CLIFFS INC NEW34.9K shares-22.28%2025-12-312026-01-29 KMB KIMBERLY-CLARK CORP4.6K shares41.14%2025-12-312026-01-29 SAP SAP SE1.9K shares2.65%2025-12-312026-01-29 JIG J P MORGAN EXCHANGE TRADED F6.3K sharesnew addition2025-12-312026-01-29 PLD PROLOGIS INC.3.6K shares9.01%2025-12-312026-01-29 VV VANGUARD INDEX FDS1.4K sharesnew addition2025-12-312026-01-29 GPC GENUINE PARTS CO3.7K shares2.61%2025-12-312026-01-29 BP BP PLC12.9K shares15.07%2025-12-312026-01-29 AEM AGNICO EAGLE MINES LTD2.6K shares-7.08%2025-12-312026-01-29 INTU INTUIT664 shares106.21%2025-12-312026-01-29 KMI KINDER MORGAN INC DEL15.9K shares-7.12%2025-12-312026-01-29 IEF ISHARES TR4.5K shares-66.73%2025-12-312026-01-29 XLB SELECT SECTOR SPDR TR9.6K sharesnew addition2025-12-312026-01-29 LEN LENNAR CORP4.2K shares-14.23%2025-12-312026-01-29 GE AEROSPACE GE AEROSPACE1.4K shares3.61%2025-12-312026-01-29 HOLX HOLOGIC INC5.8K shares-16.54%2025-12-312026-01-29 OMFL INVESCO EXCH TRD SLF IDX FD7.0K shares-0.18%2025-12-312026-01-29 APH AMPHENOL CORP NEW3.2K shares-7.69%2025-12-312026-01-29 IYW ISHARES TR2.1K shares9.96%2025-12-312026-01-29 TQQQ PROSHARES TR8.1K shares89.01%2025-12-312026-01-29 DFAU DIMENSIONAL ETF TRUST9.1K shares3.77%2025-12-312026-01-29 FDUS FIDUS INVT CORP22.0K shares34.66%2025-12-312026-01-29 MMM 3M CO2.6K shares-54.25%2025-12-312026-01-29 STRL STERLING INFRASTRUCTURE INC1.4K shares0.00%2025-12-312026-01-29 PPL PPL CORP12.0K shares4.56%2025-12-312026-01-29 AMT AMERICAN TOWER CORP NEW2.4K shares16.20%2025-12-312026-01-29 ICE INTERCONTINENTAL EXCHANGE IN2.6K shares67.34%2025-12-312026-01-29 EFV ISHARES TR5.8K shares36.07%2025-12-312026-01-29 FAST FASTENAL CO10.1K shares-10.79%2025-12-312026-01-29 TDV PROSHARES TR4.7K shares-3.09%2025-12-312026-01-29 FDX FEDEX CORP1.4K shares2.78%2025-12-312026-01-29 SAN BANCO SANTANDER SA34.5K shares5.16%2025-12-312026-01-29 EZM WISDOMTREE TR6.1K sharesnew addition2025-12-312026-01-29 RDVY FIRST TR EXCHANGE TRADED FD5.8K shares-0.73%2025-12-312026-01-29 XYZ BLOCK INC6.2K shares113.58%2025-12-312026-01-29 IESC IES HLDGS INC1.0K shares0.00%2025-12-312026-01-29 XLRE SELECT SECTOR SPDR TR9.8K sharesnew addition2025-12-312026-01-29 CHRW C H ROBINSON WORLDWIDE INC2.5K sharesnew addition2025-12-312026-01-29 CASY CASEYS GEN STORES INC715 shares95.89%2025-12-312026-01-29 PSX PHILLIPS 663.0K shares72.93%2025-12-312026-01-29 VWO VANGUARD INTL EQUITY INDEX F7.2K sharesnew addition2025-12-312026-01-29 APP APPLOVIN CORP572 shares11.07%2025-12-312026-01-29 UAA UNDER ARMOUR INC77.4K shares116.24%2025-12-312026-01-29 CALF PACER FDS TR8.6K sharesnew addition2025-12-312026-01-29 HSBC HSBC HLDGS PLC4.9K shares1.23%2025-12-312026-01-29 DFSU DIMENSIONAL ETF TRUST8.8K sharesnew addition2025-12-312026-01-29 XSOE WISDOMTREE TR9.8K shares-0.24%2025-12-312026-01-29 ELV ELEVANCE HEALTH INC FORMERLY1.1K shares-59.49%2025-12-312026-01-29 HBAN HUNTINGTON BANCSHARES INC21.8K shares-0.27%2025-12-312026-01-29 VLO VALERO ENERGY CORP2.3K shares3.47%2025-12-312026-01-29 SOXX ISHARES TR1.3K shares0.00%2025-12-312026-01-29 ROP ROPER TECHNOLOGIES INC843 shares17.57%2025-12-312026-01-29 JSMD JANUS DETROIT STR TR4.5K sharesnew addition2025-12-312026-01-29 VYM VANGUARD WHITEHALL FDS2.5K sharesnew addition2025-12-312026-01-29 ITA ISHARES TR1.7K shares7.51%2025-12-312026-01-29 USO UNITED STS OIL FD LP5.2K shares2.30%2025-12-312026-01-29 BTI BRITISH AMERN TOB PLC6.3K shares7.60%2025-12-312026-01-29 CINF CINCINNATI FINL CORP2.2K shares-25.46%2025-12-312026-01-29 RHP RYMAN HOSPITALITY PPTYS INC3.7K shares-3.14%2025-12-312026-01-29 ES EVERSOURCE ENERGY5.2K shares-19.51%2025-12-312026-01-29 PHM PULTE GROUP INC3.0K shares1.11%2025-12-312026-01-29 WDIV SPDR INDEX SHS FDS4.7K shares0.00%2025-12-312026-01-29 DLR DIGITAL RLTY TR INC2.3K shares-0.09%2025-12-312026-01-29 LDOS LEIDOS HOLDINGS INC1.9K shares-37.19%2025-12-312026-01-29 BEN FRANKLIN RESOURCES INC14.6K shares-3.85%2025-12-312026-01-29 HWM HOWMET AEROSPACE INC1.7K shares9.44%2025-12-312026-01-29 CLOU GLOBAL X FDS15.3K sharesnew addition2025-12-312026-01-29 KVUE KENVUE INC20.0K shares-46.97%2025-12-312026-01-29 WDAY WORKDAY INC1.6K shares-4.75%2025-12-312026-01-29 IGF ISHARES TR5.6K sharesnew addition2025-12-312026-01-29 NUSC NUSHARES ETF TR7.7K sharesnew addition2025-12-312026-01-29 IBDV ISHARES TR15.6K shares0.00%2025-12-312026-01-29 SCHZ SCHWAB STRATEGIC TR14.6K shares0.00%2025-12-312026-01-29 QQQM INVESCO EXCH TRADED FD TR II1.3K shares20.20%2025-12-312026-01-29 BUG GLOBAL X FDS11.1K sharesnew addition2025-12-312026-01-29 VPL VANGUARD INTL EQUITY INDEX F3.7K sharesnew addition2025-12-312026-01-29 MAR MARRIOTT INTL INC NEW1.1K shares-0.19%2025-12-312026-01-29 CCEP COCA-COLA EUROPACIFIC PARTNE3.7K shares0.91%2025-12-312026-01-29 SHW SHERWIN WILLIAMS CO1.0K shares-48.62%2025-12-312026-01-29 COWZ PACER FDS TR5.5K sharesnew addition2025-12-312026-01-29 TPHD TIMOTHY PLAN8.4K shares37.26%2025-12-312026-01-29 ADM ARCHER DANIELS MIDLAND CO5.6K sharesnew addition2025-12-312026-01-29 FSK FS KKR CAP CORP21.4K shares2.10%2025-12-312026-01-29 SHOP SHOPIFY INC2.0K shares27.63%2025-12-312026-01-29 ACVF ETF OPPORTUNITIES TRUST6.3K shares0.93%2025-12-312026-01-29 BAI BLACKROCK ETF TRUST9.3K sharesnew addition2025-12-312026-01-29 LHX L3HARRIS TECHNOLOGIES INC1.0K shares-0.10%2025-12-312026-01-29 ENB ENBRIDGE INC6.4K shares-24.89%2025-12-312026-01-29 SPYG SPDR SERIES TRUST2.8K sharesnew addition2025-12-312026-01-29 RVNU DBX ETF TR12.3K sharesnew addition2025-12-312026-01-29 AVDS AMERICAN CENTY ETF TR4.3K sharesnew addition2025-12-312026-01-29 EVRG EVERGY INC4.2K shares-4.94%2025-12-312026-01-29 SPOT SPOTIFY TECHNOLOGY S A518 shares-42.44%2025-12-312026-01-29 GWX SPDR INDEX SHS FDS7.3K sharesnew addition2025-12-312026-01-29 TRV TRAVELERS COMPANIES INC1.0K shares-10.40%2025-12-312026-01-29 CDNS CADENCE DESIGN SYSTEM INC937 shares7.95%2025-12-312026-01-29 MTGP WISDOMTREE TR6.6K shares36.71%2025-12-312026-01-29 PNC PNC FINL SVCS GROUP INC1.4K shares11.83%2025-12-312026-01-29 PH PARKER-HANNIFIN CORP330 shares-2.37%2025-12-312026-01-29 CTVA CORTEVA INC4.3K shares5.13%2025-12-312026-01-29 ROKU ROKU INC2.7K shares-4.93%2025-12-312026-01-29 ARCC ARES CAPITAL CORP14.3K shares31.26%2025-12-312026-01-29 EEM ISHARES TR5.3K shares4.44%2025-12-312026-01-29 BN BROOKFIELD CORP6.2K shares51.22%2025-12-312026-01-29 SCHJ SCHWAB STRATEGIC TR11.5K shares0.00%2025-12-312026-01-29 EBIZ GLOBAL X FDS8.7K sharesnew addition2025-12-312026-01-29 KEY KEYCORP13.7K shares0.09%2025-12-312026-01-29 CL COLGATE PALMOLIVE CO3.6K shares9.71%2025-12-312026-01-29 APD AIR PRODS & CHEMS INC1.1K sharesnew addition2025-12-312026-01-29 BUFQ FIRST TR EXCHNG TRADED FD VI7.8K shares6.14%2025-12-312026-01-29 SEPI SCM TRUST10.6K sharesnew addition2025-12-312026-01-29 RACE FERRARI N V747 sharesnew addition2025-12-312026-01-29 IR INGERSOLL RAND INC3.5K shares8.31%2025-12-312026-01-29 SNY SANOFI SA5.7K shares19.80%2025-12-312026-01-29 PSA PUBLIC STORAGE OPER CO1.1K shares19.26%2025-12-312026-01-29 REGN REGENERON PHARMACEUTICALS355 shares-62.47%2025-12-312026-01-29 MGC VANGUARD WORLD FD1.1K shares0.00%2025-12-312026-01-29 ISMD NORTHERN LTS FD TR IV6.9K shares5.95%2025-12-312026-01-29 PRU PRUDENTIAL FINL INC2.3K sharesnew addition2025-12-312026-01-29 MBB ISHARES TR2.8K sharesnew addition2025-12-312026-01-29 DSI ISHARES TR2.0K shares18.86%2025-12-312026-01-29 PAGP PLAINS GP HLDGS L P13.7K shares0.00%2025-12-312026-01-29 DFEN DIREXION SHS ETF TR4.1K shares0.27%2025-12-312026-01-29 ADI ANALOG DEVICES INC961 shares-23.24%2025-12-312026-01-29 DELL DELL TECHNOLOGIES INC2.1K shares19.90%2025-12-312026-01-29 GPI GROUP 1 AUTOMOTIVE INC653 shares-12.82%2025-12-312026-01-29 FHB FIRST HAWAIIAN INC10.1K shares-26.34%2025-12-312026-01-29 USFR WISDOMTREE TR5.1K sharesnew addition2025-12-312026-01-29 NUE NUCOR CORP1.5K sharesnew addition2025-12-312026-01-29 NRG NRG ENERGY INC1.6K shares-1.70%2025-12-312026-01-29 IVLU ISHARES TR6.5K sharesnew addition2025-12-312026-01-29 EFA ISHARES TR2.6K shares8.94%2025-12-312026-01-29 IBKR INTERACTIVE BROKERS GROUP IN3.8K sharesnew addition2025-12-312026-01-29 BABA ALIBABA GROUP HLDG LTD1.7K sharesnew addition2025-12-312026-01-29 QQMG INVESCO EXCH TRADED FD TR II5.7K sharesnew addition2025-12-312026-01-29 SHEL SHELL PLC3.3K shares1.01%2025-12-312026-01-29 RISN NORTHERN LTS FD TR IV8.3K shares2.10%2025-12-312026-01-29 MET METLIFE INC3.1K shares-7.69%2025-12-312026-01-29 HYG ISHARES TR3.0K sharesnew addition2025-12-312026-01-29 TIP ISHARES TR2.2K shares-65.20%2025-12-312026-01-29 JEPI J P MORGAN EXCHANGE TRADED F4.2K sharesnew addition2025-12-312026-01-29 GBIL GOLDMAN SACHS ETF TR2.4K sharesnew addition2025-12-312026-01-29 INTC INTEL CORP6.5K shares-3.30%2025-12-312026-01-29 LITE LUMENTUM HLDGS INC645 sharesnew addition2025-12-312026-01-29 IBN ICICI BANK LIMITED8.0K shares3.95%2025-12-312026-01-29 BKNG BOOKING HOLDINGS INC44 sharesnew addition2025-12-312026-01-29 DTE DTE ENERGY CO1.8K shares-5.92%2025-12-312026-01-29 HSY HERSHEY CO1.3K shares4.99%2025-12-312026-01-29 BJ BJS WHSL CLUB HLDGS INC2.6K shares7.01%2025-12-312026-01-29 IWV ISHARES TR603 sharesnew addition2025-12-312026-01-29 UPS UNITED PARCEL SERVICE INC2.3K sharesnew addition2025-12-312026-01-29 ESGE ISHARES INC5.1K sharesnew addition2025-12-312026-01-29 URTY PROSHARES TR4.2K shares-1.77%2025-12-312026-01-29 EAGG ISHARES TR4.7K shares-4.30%2025-12-312026-01-29 PNQI INVESCO EXCHANGE TRADED FD T4.2K shares0.00%2025-12-312026-01-29 APLD APPLIED DIGITAL CORP9.1K sharesnew addition2025-12-312026-01-29 VXUS VANGUARD STAR FDS2.9K shares0.00%2025-12-312026-01-29 MCO MOODYS CORP429 sharesnew addition2025-12-312026-01-29 DMXF ISHARES TR2.9K sharesnew addition2025-12-312026-01-29 MMC MARSH & MCLENNAN COS INC1.2K shares16.44%2025-12-312026-01-29 RRX REGAL REXNORD CORPORATION1.6K shares-12.20%2025-12-312026-01-29 MUB ISHARES TR2.0K sharesnew addition2025-12-312026-01-29 DGX QUEST DIAGNOSTICS INC1.2K shares-1.03%2025-12-312026-01-29 IONQ IONQ INC4.8K shares19.55%2025-12-312026-01-29 IGSB ISHARES TR4.1K sharesnew addition2025-12-312026-01-29 GEHC GE HEALTHCARE TECHNOLOGIES I2.6K shares-4.45%2025-12-312026-01-29 TFC TRUIST FINL CORP4.3K sharesnew addition2025-12-312026-01-29 QUAL ISHARES TR1.1K sharesnew addition2025-12-312026-01-29 DFAC DIMENSIONAL ETF TRUST5.3K sharesnew addition2025-12-312026-01-29 NVS NOVARTIS AG1.5K sharesnew addition2025-12-312026-01-29 DINT DAVIS FUNDAMENTAL ETF TR7.2K sharesnew addition2025-12-312026-01-29 BLD TOPBUILD CORP493 sharesnew addition2025-12-312026-01-29 AVEM AMERICAN CENTY ETF TR2.7K sharesnew addition2025-12-312026-01-29 CMF ISHARES TR3.5K shares0.00%2025-12-312026-01-29 DFEV DIMENSIONAL ETF TRUST6.0K sharesnew addition2025-12-312026-01-29 XEL XCEL ENERGY INC2.7K shares4.93%2025-12-312026-01-29 HLN HALEON PLC18.6K shares2.79%2025-12-312026-01-29 NUV NUVEEN MUN VALUE FD INC19.7K shares11.66%2025-12-312026-01-29 ETY EATON VANCE TAX-MANAGED DIVE11.0K shares0.00%2025-12-312026-01-29 SGMO SANGAMO THERAPEUTICS INC395.9K shares-5.49%2025-12-312026-01-29 AES AES CORP10.4K shares0.00%2025-12-312026-01-29 PGX INVESCO EXCH TRADED FD TR II13.0K shares0.00%2025-12-312026-01-29 TU TELUS CORPORATION10.0K shares0.00%2025-12-312026-01-29 MUC BLACKROCK MUNIHLDNGS CALI QL12.1K shares0.00%2025-12-312026-01-29 AXL AMERICAN AXLE & MFG HLDGS IN15.0K shares0.00%2025-12-312026-01-29 CRDF CARDIFF ONCOLOGY INC24.5K sharesnew addition2025-12-312026-01-29 BYND BEYOND MEAT INC20.0K shares0.00%2025-12-312026-01-29 NFE NEW FORTRESS ENERGY INC10.8K shares0.00%2025-12-312026-01-29 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available