The Analysis of GUARDIAN WEALTH ADVISORS, LLC / NC's Holdings
Currently, GUARDIAN WEALTH ADVISORS, LLC / NC holds 358 types of securities in its portfolio with a total value $1.6B. In the most recent quarter, they have increased their positions in LQTI (+369.5K shares, valued at $7.4M), N/A (+54.0K shares, valued at $3.5M), N/A (+228.5K shares, valued at $3.4M); decreased their positions in XHLF (-38.0K shares, valued at $1.9M), ROP (-3.5K shares, valued at $1.5M), JUCY (-65.8K shares, valued at $1.5M); initiated new positions in N/A (+54.0K shares, valued at $3.5M), N/A (+228.5K shares, valued at $3.4M), N/A (+81.1K shares, valued at $2.1M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
ACIO ETF SER SOLUTIONS4.4M shares0.28%2025-12-312026-02-17
DRSK ETF SER SOLUTIONS4.4M shares1.11%2025-12-312026-02-17 SCHX SCHWAB STRATEGIC TR2.6M shares5.08%2025-12-312026-02-17 OSCV ETF SER SOLUTIONS1.6M shares4.52%2025-12-312026-02-17 CGDV CAPITAL GROUP DIVIDEND VALUE1.3M shares5.65%2025-12-312026-02-17 BUFR FIRST TR EXCHNG TRADED FD VI1.5M shares-0.54%2025-12-312026-02-17 RDVY FIRST TR EXCHANGE TRADED FD643.5K shares6.54%2025-12-312026-02-17 LQTI FIRST TR EXCHANGE-TRADED FD1.9M shares24.07%2025-12-312026-02-17 NVDA NVIDIA CORPORATION202.3K shares0.50%2025-12-312026-02-17 VEA VANGUARD TAX-MANAGED FDS559.4K shares3.38%2025-12-312026-02-17 FRDM EA SERIES TRUST627.2K shares0.05%2025-12-312026-02-17 AAPL APPLE INC112.2K shares4.37%2025-12-312026-02-17 JCPB J P MORGAN EXCHANGE TRADED F581.8K shares2.41%2025-12-312026-02-17 GSEW GOLDMAN SACHS ETF TR311.6K shares2.68%2025-12-312026-02-17 USFR WISDOMTREE TR435.8K shares15.17%2025-12-312026-02-17 ADME ETF SER SOLUTIONS409.3K shares2.44%2025-12-312026-02-17 MSFT MICROSOFT CORP41.8K shares0.78%2025-12-312026-02-17 SDVY FIRST TR EXCHANGE-TRADED FD505.2K shares15.13%2025-12-312026-02-17 DUBS ETF SER SOLUTIONS454.5K shares-0.69%2025-12-312026-02-17 IVV ISHARES TR24.3K shares-0.53%2025-12-312026-02-17 SPY SPDR S&P 500 ETF TR23.4K shares-0.87%2025-12-312026-02-17 TSLA TESLA INC33.1K shares1.47%2025-12-312026-02-17 JUCY ETF SER SOLUTIONS649.1K shares-9.20%2025-12-312026-02-17 DBND DOUBLELINE ETF TRUST308.8K shares2.76%2025-12-312026-02-17 ALPHABET INC ALPHABET INC43.8K shares-0.59%2025-12-312026-02-17 ITOT ISHARES TR92.1K shares3.18%2025-12-312026-02-17 BROADCOM INC BROADCOM INC38.6K shares-1.22%2025-12-312026-02-17 DFAI DIMENSIONAL ETF TRUST341.1K shares-0.93%2025-12-312026-02-17 AMZN AMAZON COM INC54.3K shares2.08%2025-12-312026-02-17 EFV ISHARES TR171.9K shares0.22%2025-12-312026-02-17 JEPI J P MORGAN EXCHANGE TRADED F202.8K shares-2.63%2025-12-312026-02-17 SPYM SPDR SERIES TRUST120.0K shares7.46%2025-12-312026-02-17 JPM JPMORGAN CHASE & CO.29.5K shares0.80%2025-12-312026-02-17 ONEQ FIDELITY COMWLTH TR103.9K shares-3.03%2025-12-312026-02-17 V VISA INC21.7K shares2.15%2025-12-312026-02-17 QUAL ISHARES TR37.2K shares0.91%2025-12-312026-02-17 CGGR CAPITAL GROUP GROWTH ETF152.4K shares3.65%2025-12-312026-02-17 VXUS VANGUARD STAR FDS89.5K shares3.18%2025-12-312026-02-17 WMT WALMART INC59.8K shares-4.61%2025-12-312026-02-17 XCEM COLUMBIA ETF TR II168.3K shares-0.48%2025-12-312026-02-17 VTI VANGUARD INDEX FDS19.2K shares-4.60%2025-12-312026-02-17 VONG VANGUARD SCOTTSDALE FDS50.9K shares0.15%2025-12-312026-02-17 VIG VANGUARD SPECIALIZED FUNDS27.0K shares-7.49%2025-12-312026-02-17 HD HOME DEPOT INC17.2K shares-0.04%2025-12-312026-02-17 XHLF BONDBLOXX ETF TRUST114.3K shares-24.92%2025-12-312026-02-17 BOXX EA SERIES TRUST47.8K shares11.92%2025-12-312026-02-17 LLY ELI LILLY & CO5.0K shares2.47%2025-12-312026-02-17 ALPHABET INC ALPHABET INC17.1K shares-0.44%2025-12-312026-02-17 VO VANGUARD INDEX FDS18.3K shares2.00%2025-12-312026-02-17 DFCF DIMENSIONAL ETF TRUST114.3K shares1.32%2025-12-312026-02-17 INFL LISTED FDS TR106.0K shares5.61%2025-12-312026-02-17 JPST J P MORGAN EXCHANGE TRADED F91.2K shares-2.43%2025-12-312026-02-17 DGRO ISHARES TR65.6K shares4.01%2025-12-312026-02-17 BSCQ INVESCO EXCH TRD SLF IDX FD199.1K shares257.96%2025-12-312026-02-17 TFC TRUIST FINL CORP76.3K shares71.74%2025-12-312026-02-17 IWB ISHARES TR9.8K shares-1.28%2025-12-312026-02-17 FTCS FIRST TR EXCHANGE-TRADED FD39.3K shares0.01%2025-12-312026-02-17 BKAG BNY MELLON ETF TRUST83.6K shares1.60%2025-12-312026-02-17 QQEW FIRST TR EXCHANGE-TRADED FD24.6K shares0.84%2025-12-312026-02-17 DIA SPDR DOW JONES INDL AVERAGE7.2K shares-1.92%2025-12-312026-02-17 EDOW FIRST TR EXCHANGE-TRADED FD83.7K shares-1.30%2025-12-312026-02-17 FTSM FIRST TR EXCHANGE-TRADED FD56.2K shares4.89%2025-12-312026-02-17 KHPI MANAGED PORTFOLIO SERIES129.8K shares26.63%2025-12-312026-02-17 META META PLATFORMS INC5.0K shares-1.88%2025-12-312026-02-17 USMV ISHARES TR34.8K shares4.71%2025-12-312026-02-17 BR BROADRIDGE FINL SOLUTIONS IN14.7K shares3.13%2025-12-312026-02-17 PSLV SPROTT ASSET MANAGEMENT LP135.3K shares-25.28%2025-12-312026-02-17 PGR PROGRESSIVE CORP14.0K shares7.28%2025-12-312026-02-17 PWR QUANTA SVCS INC7.5K shares0.68%2025-12-312026-02-17 FTGC FIRST TR EXCHANGE TRAD FD VI133.7K shares3.83%2025-12-312026-02-17 PHYS SPROTT ASSET MANAGEMENT LP93.2K shares-5.96%2025-12-312026-02-17 BSCT INVESCO EXCH TRD SLF IDX FD158.5K shares-0.44%2025-12-312026-02-17 DDEC FIRST TR EXCHNG TRADED FD VI65.3K shares0.00%2025-12-312026-02-17 FLOT ISHARES TR56.9K shares6.17%2025-12-312026-02-17 VRIG INVESCO ACTIVELY MANAGED EXC115.1K shares5.77%2025-12-312026-02-17 ABBV ABBVIE INC12.1K shares0.03%2025-12-312026-02-17 SCHK SCHWAB STRATEGIC TR79.9K shares6.35%2025-12-312026-02-17 ETY EATON VANCE TAX-MANAGED DIVE164.2K shares-0.23%2025-12-312026-02-17 FBND FIDELITY MERRIMACK STR TR54.0K shares7.74%2025-12-312026-02-17 VMI VALMONT INDS INC6.1K shares-1.63%2025-12-312026-02-17 VB VANGUARD INDEX FDS9.3K shares3.44%2025-12-312026-02-17 CAT CATERPILLAR INC4.1K shares-0.89%2025-12-312026-02-17 FNDF SCHWAB STRATEGIC TR52.0K shares0.00%2025-12-312026-02-17 PG PROCTER AND GAMBLE CO16.3K shares-0.93%2025-12-312026-02-17 FANG DIAMONDBACK ENERGY INC15.2K shares-4.78%2025-12-312026-02-17 BAC BANK AMERICA CORP40.7K shares-19.44%2025-12-312026-02-17 MOAT VANECK ETF TRUST21.4K shares1.17%2025-12-312026-02-17 CPRT COPART INC56.3K shares-5.98%2025-12-312026-02-17 PPA INVESCO EXCHANGE TRADED FD T14.0K shares-0.43%2025-12-312026-02-17 GS GOLDMAN SACHS GROUP INC2.5K shares0.32%2025-12-312026-02-17 ORCL ORACLE CORP11.1K shares-1.71%2025-12-312026-02-17 JNJ JOHNSON & JOHNSON10.2K shares1.72%2025-12-312026-02-17 MBB ISHARES TR21.6K shares3.43%2025-12-312026-02-17 COST COSTCO WHSL CORP NEW2.3K shares-0.52%2025-12-312026-02-17 XOM EXXON MOBIL CORP16.5K shares1.05%2025-12-312026-02-17 IWV ISHARES TR4.8K shares0.19%2025-12-312026-02-17 APH AMPHENOL CORP NEW13.6K sharesnew addition2025-12-312026-02-17 VGT VANGUARD WORLD FD2.4K shares2.61%2025-12-312026-02-17 AMT AMERICAN TOWER CORP NEW10.1K shares-14.09%2025-12-312026-02-17 MUB ISHARES TR16.3K shares6.29%2025-12-312026-02-17 CHE CHEMED CORP NEW4.1K shares-15.80%2025-12-312026-02-17 IJH ISHARES TR26.1K shares0.25%2025-12-312026-02-17 NOW SERVICENOW INC11.1K shares397.71%2025-12-312026-02-17 SIXG ETF SER SOLUTIONS26.3K shares0.00%2025-12-312026-02-17 RTX RTX CORPORATION9.0K shares18.85%2025-12-312026-02-17 CSCO CISCO SYS INC20.6K shares2.72%2025-12-312026-02-17 SPYD SPDR SERIES TRUST36.7K shares-5.24%2025-12-312026-02-17 AMD ADVANCED MICRO DEVICES INC7.3K shares0.94%2025-12-312026-02-17 MU MICRON TECHNOLOGY INC5.5K shares6.30%2025-12-312026-02-17 PLTR PALANTIR TECHNOLOGIES INC8.7K shares7.34%2025-12-312026-02-17 UNH UNITEDHEALTH GROUP INC4.6K shares-4.23%2025-12-312026-02-17 TBIL RBB FD INC29.1K shares7.93%2025-12-312026-02-17 ISRG INTUITIVE SURGICAL INC2.5K shares1.60%2025-12-312026-02-17 IWD ISHARES TR6.7K shares-8.51%2025-12-312026-02-17 UUP INVESCO DB US DLR INDEX TR51.7K shares6.19%2025-12-312026-02-17 GLD SPDR GOLD TR3.5K shares5.46%2025-12-312026-02-17 IEFA ISHARES TR15.2K shares1.03%2025-12-312026-02-17 MA MASTERCARD INCORPORATED2.3K shares-3.04%2025-12-312026-02-17 MCK MCKESSON CORP1.6K shares-0.31%2025-12-312026-02-17 CVX CHEVRON CORP NEW8.2K shares0.59%2025-12-312026-02-17 MCD MCDONALDS CORP4.1K shares0.17%2025-12-312026-02-17 BIL SPDR SERIES TRUST13.5K shares0.00%2025-12-312026-02-17 CRM SALESFORCE INC4.7K shares6.28%2025-12-312026-02-17 QQQM INVESCO EXCH TRADED FD TR II4.8K shares0.23%2025-12-312026-02-17 VUG VANGUARD INDEX FDS2.5K shares-0.28%2025-12-312026-02-17 LOW LOWES COS INC5.0K shares0.58%2025-12-312026-02-17 BSCS INVESCO EXCH TRD SLF IDX FD57.3K shares-0.20%2025-12-312026-02-17 BSCR INVESCO EXCH TRD SLF IDX FD59.1K shares7.74%2025-12-312026-02-17 KO COCA COLA CO16.5K shares-1.28%2025-12-312026-02-17 DVY ISHARES TR8.1K shares0.00%2025-12-312026-02-17 NSC NORFOLK SOUTHN CORP3.9K shares13.24%2025-12-312026-02-17 OC OWENS CORNING NEW10.0K shares0.00%2025-12-312026-02-17 SKYY FIRST TR EXCHANGE TRADED FD8.4K shares0.00%2025-12-312026-02-17 SO SOUTHERN CO12.4K shares-11.83%2025-12-312026-02-17 QCOM QUALCOMM INC6.3K shares-0.16%2025-12-312026-02-17 BA BOEING CO4.9K shares2.11%2025-12-312026-02-17 AXP AMERICAN EXPRESS CO2.9K shares0.25%2025-12-312026-02-17 RY ROYAL BK CDA5.8K shares169.58%2025-12-312026-02-17 IJR ISHARES TR8.3K shares-4.71%2025-12-312026-02-17 PFE PFIZER INC39.1K shares-7.40%2025-12-312026-02-17 PEP PEPSICO INC6.8K shares3.44%2025-12-312026-02-17 NEE NEXTERA ENERGY INC12.0K shares0.81%2025-12-312026-02-17 IWR ISHARES TR9.7K shares2.83%2025-12-312026-02-17 T AT&T INC36.8K shares-4.01%2025-12-312026-02-17 IEMG ISHARES INC13.6K shares-3.60%2025-12-312026-02-17 VTV VANGUARD INDEX FDS4.7K shares-6.64%2025-12-312026-02-17 UNP UNION PAC CORP3.8K shares5.43%2025-12-312026-02-17 NFLX NETFLIX INC9.4K shares1028.76%2025-12-312026-02-17 WFC WELLS FARGO CO NEW9.3K shares0.41%2025-12-312026-02-17 AMAT APPLIED MATLS INC3.3K shares-0.12%2025-12-312026-02-17 ABT ABBOTT LABS6.6K shares-1.04%2025-12-312026-02-17 IXUS ISHARES TR9.7K sharesnew addition2025-12-312026-02-17 FSIG FIRST TR EXCHANGE-TRADED FD41.0K shares0.00%2025-12-312026-02-17 TRV TRAVELERS COMPANIES INC2.7K shares-3.92%2025-12-312026-02-17 CGSD CAPITAL GRP FIXED INCM ETF T28.6K shares0.00%2025-12-312026-02-17 IEV ISHARES TR10.7K shares1.10%2025-12-312026-02-17 VCIT VANGUARD SCOTTSDALE FDS8.7K shares3.77%2025-12-312026-02-17 SHOP SHOPIFY INC4.4K shares-3.17%2025-12-312026-02-17 COWZ PACER FDS TR11.8K shares-18.88%2025-12-312026-02-17 SLV ISHARES SILVER TR11.0K shares11.61%2025-12-312026-02-17 VCSH VANGUARD SCOTTSDALE FDS8.7K shares8.94%2025-12-312026-02-17 CDNS CADENCE DESIGN SYSTEM INC2.2K shares-0.32%2025-12-312026-02-17 ROP ROPER TECHNOLOGIES INC1.5K shares-69.17%2025-12-312026-02-17 WM WASTE MGMT INC DEL3.1K shares-0.06%2025-12-312026-02-17 IXC ISHARES TR16.1K shares0.00%2025-12-312026-02-17 GE AEROSPACE GE AEROSPACE2.2K shares9.75%2025-12-312026-02-17 TSM TAIWAN SEMICONDUCTOR MFG LTD2.2K shares3.72%2025-12-312026-02-17 PM PHILIP MORRIS INTL INC4.1K shares3.30%2025-12-312026-02-17 EFG ISHARES TR5.7K shares-6.62%2025-12-312026-02-17 FNB F N B CORP38.2K shares-0.08%2025-12-312026-02-17 CPHC CANTERBURY PK HLDG CORP41.7K shares0.00%2025-12-312026-02-17 GIS GENERAL MLS INC13.8K shares-5.51%2025-12-312026-02-17 TMO THERMO FISHER SCIENTIFIC INC1.1K shares-1.08%2025-12-312026-02-17 RODM LATTICE STRATEGIES TR16.6K shares0.00%2025-12-312026-02-17 JEPQ J P MORGAN EXCHANGE TRADED F10.2K shares0.00%2025-12-312026-02-17 DIS DISNEY WALT CO5.2K shares-62.26%2025-12-312026-02-17 MET METLIFE INC7.4K shares-0.27%2025-12-312026-02-17 IGRO ISHARES TR7.1K shares-0.03%2025-12-312026-02-17 SCHF SCHWAB STRATEGIC TR24.1K shares10.55%2025-12-312026-02-17 LMT LOCKHEED MARTIN CORP1.2K shares1.19%2025-12-312026-02-17 BK BANK NEW YORK MELLON CORP4.9K shares0.00%2025-12-312026-02-17 IXN ISHARES TR5.5K shares0.07%2025-12-312026-02-17 EMR EMERSON ELEC CO4.3K shares0.56%2025-12-312026-02-17 MKL MARKEL GROUP INC260 shares0.00%2025-12-312026-02-17 DFAC DIMENSIONAL ETF TRUST14.1K shares0.01%2025-12-312026-02-17 IBM INTERNATIONAL BUSINESS MACHS1.8K shares-2.24%2025-12-312026-02-17 MIST MILESTONE PHARMACEUTICALS IN263.2K shares25.21%2025-12-312026-02-17 SCHA SCHWAB STRATEGIC TR18.6K shares0.68%2025-12-312026-02-17 SCHO SCHWAB STRATEGIC TR21.2K shares2.48%2025-12-312026-02-17 IUSB ISHARES TR10.8K shares-22.46%2025-12-312026-02-17 SBUX STARBUCKS CORP6.0K shares4.48%2025-12-312026-02-17 AMGN AMGEN INC1.5K shares13.98%2025-12-312026-02-17 HON HONEYWELL INTL INC2.5K shares-28.60%2025-12-312026-02-17 REET ISHARES TR19.8K shares9.43%2025-12-312026-02-17 CTAS CINTAS CORP2.6K shares1.79%2025-12-312026-02-17 FIG FIGMA INC13.0K shares74.73%2025-12-312026-02-17 VRTX VERTEX PHARMACEUTICALS INC1.1K shares0.19%2025-12-312026-02-17 D DOMINION ENERGY INC8.0K shares1.30%2025-12-312026-02-17 TCAF T ROWE PRICE ETF INC12.3K shares0.07%2025-12-312026-02-17 LINDE PLC LINDE PLC1.1K shares-5.46%2025-12-312026-02-17 COP CONOCOPHILLIPS5.0K shares-11.18%2025-12-312026-02-17 AFL AFLAC INC4.2K shares4.63%2025-12-312026-02-17 ASML ASML HOLDING N V430 shares0.23%2025-12-312026-02-17 FPE FIRST TR EXCH TRADED FD III25.1K shares0.00%2025-12-312026-02-17 NXTG FIRST TR EXCHANGE-TRADED FD4.2K shares0.00%2025-12-312026-02-17 SCHD SCHWAB STRATEGIC TR16.5K shares25.42%2025-12-312026-02-17 TJX TJX COS INC NEW2.9K shares3.05%2025-12-312026-02-17 PNC PNC FINL SVCS GROUP INC2.2K shares-0.23%2025-12-312026-02-17 LH LABCORP HOLDINGS INC1.8K shares-0.22%2025-12-312026-02-17 MS MORGAN STANLEY2.5K shares-0.52%2025-12-312026-02-17 CSQ CALAMOS STRATEGIC TOTAL RETU23.0K shares-2.02%2025-12-312026-02-17 URI UNITED RENTALS INC542 shares0.18%2025-12-312026-02-17 VZ VERIZON COMMUNICATIONS INC10.7K shares-40.11%2025-12-312026-02-17 TXN TEXAS INSTRS INC2.5K shares-3.05%2025-12-312026-02-17 TQQQ PROSHARES TR8.1K shares88.61%2025-12-312026-02-17 VONE VANGUARD SCOTTSDALE FDS1.4K shares2.70%2025-12-312026-02-17 TFLO ISHARES TR8.4K shares-5.74%2025-12-312026-02-17 SPEM SPDR INDEX SHS FDS9.0K shares16.37%2025-12-312026-02-17 IWF ISHARES TR880 shares-2.76%2025-12-312026-02-17 SYK STRYKER CORPORATION1.2K shares-18.68%2025-12-312026-02-17 AVUV AMERICAN CENTY ETF TR4.1K shares0.17%2025-12-312026-02-17 SCHG SCHWAB STRATEGIC TR12.7K shares62.43%2025-12-312026-02-17 IYW ISHARES TR2.1K shares-10.68%2025-12-312026-02-17 MMC MARSH & MCLENNAN COS INC2.2K shares21.06%2025-12-312026-02-17 BKNG BOOKING HOLDINGS INC75 shares10.29%2025-12-312026-02-17 SCHM SCHWAB STRATEGIC TR13.4K shares0.50%2025-12-312026-02-17 INTC INTEL CORP10.9K shares14.31%2025-12-312026-02-17 GM GENERAL MTRS CO4.9K shares0.08%2025-12-312026-02-17 UBER UBER TECHNOLOGIES INC4.8K shares0.17%2025-12-312026-02-17 AGG ISHARES TR3.9K shares-21.87%2025-12-312026-02-17 CEF SPROTT ASSET MANAGEMENT LP8.5K shares0.00%2025-12-312026-02-17 MPC MARATHON PETE CORP2.4K shares0.13%2025-12-312026-02-17 GILD GILEAD SCIENCES INC3.1K shares0.77%2025-12-312026-02-17 NVS NOVARTIS AG2.7K shares0.00%2025-12-312026-02-17 MCO MOODYS CORP731 shares-6.40%2025-12-312026-02-17 SNPS SYNOPSYS INC793 shares-2.82%2025-12-312026-02-17 DAL DELTA AIR LINES INC DEL5.4K shares-3.51%2025-12-312026-02-17 GJUL FIRST TR EXCHNG TRADED FD VI9.0K shares0.00%2025-12-312026-02-17 NUE NUCOR CORP2.3K shares4.52%2025-12-312026-02-17 SCHB SCHWAB STRATEGIC TR14.0K shares37.60%2025-12-312026-02-17 COF CAPITAL ONE FINL CORP1.5K shares-4.01%2025-12-312026-02-17 DE DEERE & CO771 shares5.47%2025-12-312026-02-17 ARKK ARK ETF TR4.7K shares6.20%2025-12-312026-02-17 LHX L3HARRIS TECHNOLOGIES INC1.2K shares1.59%2025-12-312026-02-17 PLD PROLOGIS INC.2.8K shares5.06%2025-12-312026-02-17 RKT ROCKET COS INC18.3K sharesnew addition2025-12-312026-02-17 BSX BOSTON SCIENTIFIC CORP3.7K shares-0.67%2025-12-312026-02-17 CB CHUBB LIMITED1.1K shares9.61%2025-12-312026-02-17 CME CME GROUP INC1.3K shares-0.63%2025-12-312026-02-17 REGN REGENERON PHARMACEUTICALS443 shares3.26%2025-12-312026-02-17 SCHW SCHWAB CHARLES CORP3.4K shares11.44%2025-12-312026-02-17 NVO NOVO-NORDISK A S6.6K shares-7.02%2025-12-312026-02-17 MSTR STRATEGY INC2.2K shares25.26%2025-12-312026-02-17 TT TRANE TECHNOLOGIES PLC855 shares0.12%2025-12-312026-02-17 BNL BROADSTONE NET LEASE INC19.1K shares0.00%2025-12-312026-02-17 SHY ISHARES TR4.0K shares58.09%2025-12-312026-02-17 USB US BANCORP DEL6.1K shares-1.55%2025-12-312026-02-17 FBTC FIDELITY WISE ORIGIN BITCOIN4.3K shares-0.14%2025-12-312026-02-17 VGIT VANGUARD SCOTTSDALE FDS5.4K shares8.19%2025-12-312026-02-17 NKE NIKE INC5.1K shares-5.48%2025-12-312026-02-17 AIG AMERICAN INTL GROUP INC3.7K shares7.97%2025-12-312026-02-17 CARR CARRIER GLOBAL CORPORATION5.9K sharesnew addition2025-12-312026-02-17 VLO VALERO ENERGY CORP1.9K shares0.16%2025-12-312026-02-17 ALL ALLSTATE CORP1.5K shares0.54%2025-12-312026-02-17 IBIT ISHARES BITCOIN TRUST ETF6.3K shares-9.94%2025-12-312026-02-17 APD AIR PRODS & CHEMS INC1.3K shares2.53%2025-12-312026-02-17 ADP AUTOMATIC DATA PROCESSING IN1.2K shares0.76%2025-12-312026-02-17 DHR DANAHER CORPORATION1.3K shares16.41%2025-12-312026-02-17 INTU INTUIT456 shares12.04%2025-12-312026-02-17 CRWD CROWDSTRIKE HLDGS INC642 shares-36.06%2025-12-312026-02-17 KMI KINDER MORGAN INC DEL10.5K shares-9.58%2025-12-312026-02-17 GEV GE VERNOVA INC432 shares27.06%2025-12-312026-02-17 MDLZ MONDELEZ INTL INC5.2K shares-27.61%2025-12-312026-02-17 EME EMCOR GROUP INC458 shares0.00%2025-12-312026-02-17 DHI D R HORTON INC1.9K shares0.26%2025-12-312026-02-17 BITB BITWISE BITCOIN ETF TR5.8K shares16.69%2025-12-312026-02-17 BALT INNOVATOR ETFS TRUST8.2K sharesnew addition2025-12-312026-02-17 UFEB INNOVATOR ETFS TRUST7.3K shares11.45%2025-12-312026-02-17 CSX CSX CORP7.4K sharesnew addition2025-12-312026-02-17 IVW ISHARES TR2.1K shares-41.20%2025-12-312026-02-17 F FORD MTR CO20.0K shares2.78%2025-12-312026-02-17 BMY BRISTOL-MYERS SQUIBB CO4.9K sharesnew addition2025-12-312026-02-17 ISCB ISHARES TR4.0K shares0.40%2025-12-312026-02-17 ADBE ADOBE INC747 shares-40.34%2025-12-312026-02-17 VBR VANGUARD INDEX FDS1.2K shares0.00%2025-12-312026-02-17 SPYG SPDR SERIES TRUST2.4K sharesnew addition2025-12-312026-02-17 DG DOLLAR GEN CORP NEW1.9K shares-0.61%2025-12-312026-02-17 TGT TARGET CORP2.6K shares-30.50%2025-12-312026-02-17 PHM PULTE GROUP INC2.2K shares1.98%2025-12-312026-02-17 BND VANGUARD BD INDEX FDS3.4K shares-30.56%2025-12-312026-02-17 NOC NORTHROP GRUMMAN CORP440 shares6.54%2025-12-312026-02-17 GLW CORNING INC2.9K shares0.00%2025-12-312026-02-17 RSG REPUBLIC SVCS INC1.2K shares-0.08%2025-12-312026-02-17 DDFS INNOVATOR ETFS TRUST11.7K shares0.00%2025-12-312026-02-17 CEG CONSTELLATION ENERGY CORP703 shares3.23%2025-12-312026-02-17 JSMD JANUS DETROIT STR TR3.0K shares0.00%2025-12-312026-02-17 AJG GALLAGHER ARTHUR J & CO935 shares3.77%2025-12-312026-02-17 MO ALTRIA GROUP INC4.2K shares-27.29%2025-12-312026-02-17 PAYX PAYCHEX INC2.1K shares-0.65%2025-12-312026-02-17 TMUS T-MOBILE US INC1.2K shares-0.51%2025-12-312026-02-17 DMBS DOUBLELINE ETF TRUST4.8K shares6.78%2025-12-312026-02-17 HIG HARTFORD INSURANCE GROUP INC1.7K shares-0.63%2025-12-312026-02-17 SGOV ISHARES TR2.4K shares0.00%2025-12-312026-02-17 AMP AMERIPRISE FINL INC479 shares-0.62%2025-12-312026-02-17 JBL JABIL INC1.0K shares0.00%2025-12-312026-02-17 ATO ATMOS ENERGY CORP1.4K shares0.00%2025-12-312026-02-17 UMBF UMB FINL CORP2.0K shares-9.82%2025-12-312026-02-17 GDLC GRAYSCALE COINDESK CRYPTO5.6K sharesnew addition2025-12-312026-02-17 XJUL FIRST TR EXCHNG TRADED FD VI5.9K shares-18.14%2025-12-312026-02-17 MDY SPDR S&P MIDCAP 400 ETF TR377 shares0.00%2025-12-312026-02-17 ESGU ISHARES TR1.5K shares-1.29%2025-12-312026-02-17 ADI ANALOG DEVICES INC838 shares2.20%2025-12-312026-02-17 IWM ISHARES TR915 shares6.03%2025-12-312026-02-17 MTB M & T BK CORP1.1K shares-0.09%2025-12-312026-02-17 SPGI S&P GLOBAL INC430 shares-5.49%2025-12-312026-02-17 HAL HALLIBURTON CO7.8K sharesnew addition2025-12-312026-02-17 CVS CVS HEALTH CORP2.8K shares0.40%2025-12-312026-02-17 BN BROOKFIELD CORP4.7K shares50.00%2025-12-312026-02-17 CIBR FIRST TR EXCHANGE TRADED FD3.0K shares0.00%2025-12-312026-02-17 VTWO VANGUARD SCOTTSDALE FDS2.1K shares0.19%2025-12-312026-02-17 ROIV ROIVANT SCIENCES LTD9.7K sharesnew addition2025-12-312026-02-17 CMCSA COMCAST CORP NEW6.9K sharesnew addition2025-12-312026-02-17 AEP AMERICAN ELEC PWR CO INC1.8K shares0.00%2025-12-312026-02-17 PRU PRUDENTIAL FINL INC1.8K shares-24.27%2025-12-312026-02-17 AADR ADVISORSHARES TR2.3K shares0.00%2025-12-312026-02-17 MSI MOTOROLA SOLUTIONS INC523 shares-1.13%2025-12-312026-02-17 PGEN PRECIGEN INC44.4K shares0.00%2025-12-312026-02-17 AGNC AGNC INVT CORP16.1K shares0.00%2025-12-312026-02-17 PKST PEAKSTONE REALTY TRUST11.9K sharesnew addition2025-12-312026-02-17 BOC BOSTON OMAHA CORP11.0K shares4.76%2025-12-312026-02-17 QS QUANTUMSCAPE CORP10.6K shares-6.18%2025-12-312026-02-17 ETW EATON VANCE TAX-MANAGED GLOB10.4K shares0.10%2025-12-312026-02-17 EPRX EUPRAXIA PHARMACEUTICALS INC10.0K sharesnew addition2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
HD Put PutHOME DEPOT INC10.6K shares0.00%2025-12-312026-02-17 V Put PutVISA INC6.5K sharesnew addition2025-12-312026-02-17 NVDA Put PutNVIDIA CORPORATION11.7K sharesnew addition2025-12-312026-02-17 AMZN Put PutAMAZON COM INC4.0K sharesnew addition2025-12-312026-02-17 UNP Put PutUNION PAC CORP1.2K sharesnew addition2025-12-312026-02-17