The Analysis of Heritage Wealth Management, Inc.'s Holdings

Currently, Heritage Wealth Management, Inc. holds 258 types of securities in its portfolio with a total value $359.6M. In the most recent quarter, they have increased their positions in EVTR (+56.5K shares, valued at $2.9M), JCPB (+38.6K shares, valued at $1.8M), CGCB (+59.7K shares, valued at $1.6M); decreased their positions in PG (-8.0K shares, valued at $1.1M), XOP (-7.7K shares, valued at $969.8K), AAPL (-2.8K shares, valued at $767.7K); initiated new positions in ET (+55.8K shares, valued at $920.7K), JBND (+14.8K shares, valued at $798.2K), THYF (+14.3K shares, valued at $746.1K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

PG PROCTER AND GAMBLE CO142.8K shares-5.29%2025-12-312026-01-26

AAPL APPLE INC68.1K shares-3.98%2025-12-312026-01-26

MSFT MICROSOFT CORP35.7K shares-1.33%2025-12-312026-01-26

USB US BANCORP DEL277.6K shares-0.47%2025-12-312026-01-26

JPM JPMORGAN CHASE & CO.30.4K shares-2.16%2025-12-312026-01-26

LLY ELI LILLY & CO8.4K shares-2.58%2025-12-312026-01-26

WMT WALMART INC72.5K shares-0.77%2025-12-312026-01-26

JNJ JOHNSON & JOHNSON27.2K shares-0.50%2025-12-312026-01-26

Sponsored

JCPB J P MORGAN EXCHANGE TRADED F114.6K shares50.88%2025-12-312026-01-26

CINF CINCINNATI FINL CORP32.5K shares0.06%2025-12-312026-01-26

ABBV ABBVIE INC22.1K shares-1.61%2025-12-312026-01-26

CSCO CISCO SYS INC58.0K shares-1.51%2025-12-312026-01-26

CB CHUBB LIMITED12.9K shares-0.04%2025-12-312026-01-26

KR KROGER CO63.0K shares-1.28%2025-12-312026-01-26

NVDA NVIDIA CORPORATION20.6K shares-2.09%2025-12-312026-01-26

ALL ALLSTATE CORP18.4K shares-0.05%2025-12-312026-01-26

Sponsored

CVX CHEVRON CORP NEW23.9K shares0.26%2025-12-312026-01-26

CAT CATERPILLAR INC6.2K shares-1.72%2025-12-312026-01-26

ALPHABET INC ALPHABET INC11.0K shares-1.44%2025-12-312026-01-26

EVTR MORGAN STANLEY ETF TRUST62.7K shares911.57%2025-12-312026-01-26

AVUV AMERICAN CENTY ETF TR30.7K shares8.78%2025-12-312026-01-26

MCD MCDONALDS CORP10.0K shares-2.02%2025-12-312026-01-26

MERCK & CO INC MERCK & CO INC28.7K shares-0.22%2025-12-312026-01-26

ALPHABET INC ALPHABET INC9.6K shares0.89%2025-12-312026-01-26

Sponsored

VLO VALERO ENERGY CORP17.9K shares-1.02%2025-12-312026-01-26

ADI ANALOG DEVICES INC10.7K shares-0.35%2025-12-312026-01-26

BROADCOM INC BROADCOM INC8.1K shares-1.42%2025-12-312026-01-26

CCJ CAMECO CORP30.4K shares-1.14%2025-12-312026-01-26

ORCL ORACLE CORP13.4K shares-0.44%2025-12-312026-01-26

BUFB INNOVATOR ETFS TRUST68.8K shares40.54%2025-12-312026-01-26

EATON CORP PLC EATON CORP PLC7.8K shares-5.89%2025-12-312026-01-26

SMIG ETF SER SOLUTIONS85.8K shares0.00%2025-12-312026-01-26

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS3.9K shares3.26%2025-12-312026-01-26

XOM EXXON MOBIL CORP20.4K shares-1.38%2025-12-312026-01-26

AGG ISHARES TR24.5K shares25.00%2025-12-312026-01-26

DE DEERE & CO5.2K shares-0.10%2025-12-312026-01-26

JEPI J P MORGAN EXCHANGE TRADED F42.1K shares5.49%2025-12-312026-01-26

JSCP J P MORGAN EXCHANGE TRADED F49.2K shares8.18%2025-12-312026-01-26

FNDF SCHWAB STRATEGIC TR51.7K shares28.87%2025-12-312026-01-26

T AT&T INC93.6K shares0.53%2025-12-312026-01-26

Sponsored

AIRR FIRST TR EXCHANGE TRADED FD23.0K shares2.25%2025-12-312026-01-26

AMZN AMAZON COM INC9.6K shares-0.81%2025-12-312026-01-26

CTAS CINTAS CORP11.1K shares0.00%2025-12-312026-01-26

CRM SALESFORCE INC7.7K shares7.93%2025-12-312026-01-26

COWZ PACER FDS TR33.2K shares28.38%2025-12-312026-01-26

RTX RTX CORPORATION10.7K shares-1.09%2025-12-312026-01-26

KO COCA COLA CO28.0K shares0.55%2025-12-312026-01-26

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW16.7K shares0.01%2025-12-312026-01-26

Sponsored

PM PHILIP MORRIS INTL INC12.2K shares0.02%2025-12-312026-01-26

IBM INTERNATIONAL BUSINESS MACHS6.5K shares-2.38%2025-12-312026-01-26

COP CONOCOPHILLIPS20.5K shares-1.79%2025-12-312026-01-26

ABT ABBOTT LABS15.2K shares-0.05%2025-12-312026-01-26

CGCB CAPITAL GRP FIXED INCM ETF T71.7K shares500.55%2025-12-312026-01-26

JGRO J P MORGAN EXCHANGE TRADED F20.5K shares12.64%2025-12-312026-01-26

KLAC KLA CORP1.5K shares-6.01%2025-12-312026-01-26

JAVA J P MORGAN EXCHANGE TRADED F25.9K shares-9.36%2025-12-312026-01-26

Sponsored

TMSL T ROWE PRICE ETF INC49.1K shares31.11%2025-12-312026-01-26

BGIG ETF SER SOLUTIONS53.0K shares0.00%2025-12-312026-01-26

TSM TAIWAN SEMICONDUCTOR MFG LTD5.6K shares0.39%2025-12-312026-01-26

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T8.8K shares11.38%2025-12-312026-01-26

AMD ADVANCED MICRO DEVICES INC7.8K shares-3.16%2025-12-312026-01-26

PEP PEPSICO INC11.4K shares17.30%2025-12-312026-01-26

PNC PNC FINL SVCS GROUP INC7.4K shares-0.46%2025-12-312026-01-26

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.0K shares-7.41%2025-12-312026-01-26

Sponsored

FCX FREEPORT-MCMORAN INC30.0K shares-0.11%2025-12-312026-01-26

COST COSTCO WHSL CORP NEW1.8K shares-0.23%2025-12-312026-01-26

EHC ENCOMPASS HEALTH CORP14.2K shares-3.50%2025-12-312026-01-26

DWLD DAVIS FUNDAMENTAL ETF TR31.6K shares18.45%2025-12-312026-01-26

VO VANGUARD INDEX FDS5.0K shares-4.01%2025-12-312026-01-26

UNP UNION PAC CORP6.2K shares0.10%2025-12-312026-01-26

JCI JOHNSON CTLS INTL PLC11.5K shares-2.92%2025-12-312026-01-26

MPC MARATHON PETE CORP8.4K shares-1.18%2025-12-312026-01-26

Sponsored

BUFR FIRST TR EXCHNG TRADED FD VI38.0K shares1.82%2025-12-312026-01-26

SYK STRYKER CORPORATION3.7K shares-0.78%2025-12-312026-01-26

HD HOME DEPOT INC3.7K shares-0.72%2025-12-312026-01-26

EMR EMERSON ELEC CO9.3K shares-1.64%2025-12-312026-01-26

QCOM QUALCOMM INC6.8K shares-0.13%2025-12-312026-01-26

BK BANK NEW YORK MELLON CORP10.0K shares0.00%2025-12-312026-01-26

WM WASTE MGMT INC DEL5.2K shares0.00%2025-12-312026-01-26

GE AEROSPACE GE AEROSPACE3.6K shares-2.41%2025-12-312026-01-26

Sponsored

BAC BANK AMERICA CORP20.3K shares-2.38%2025-12-312026-01-26

FFA FIRST TR ENHANCED EQUITY INC50.2K shares-1.57%2025-12-312026-01-26

HBAN HUNTINGTON BANCSHARES INC63.5K shares-0.93%2025-12-312026-01-26

VTI VANGUARD INDEX FDS3.2K shares-5.95%2025-12-312026-01-26

MU MICRON TECHNOLOGY INC3.7K shares-2.93%2025-12-312026-01-26

PSLV SPROTT ASSET MANAGEMENT LP43.3K shares6.67%2025-12-312026-01-26

MDLZ MONDELEZ INTL INC18.6K shares-1.85%2025-12-312026-01-26

V VISA INC2.8K shares-1.32%2025-12-312026-01-26

Sponsored

NEE NEXTERA ENERGY INC12.3K shares0.00%2025-12-312026-01-26

IAT ISHARES TR17.9K shares0.00%2025-12-312026-01-26

VZ VERIZON COMMUNICATIONS INC23.8K shares2.29%2025-12-312026-01-26

CSX CSX CORP26.6K shares-0.75%2025-12-312026-01-26

VIGI VANGUARD WHITEHALL FDS10.4K shares5.26%2025-12-312026-01-26

VCLT VANGUARD SCOTTSDALE FDS12.6K shares30.72%2025-12-312026-01-26

XPO XPO INC7.0K shares0.00%2025-12-312026-01-26

FNDX SCHWAB STRATEGIC TR34.6K shares4.53%2025-12-312026-01-26

Sponsored

VB VANGUARD INDEX FDS3.6K shares1.59%2025-12-312026-01-26

ET ENERGY TRANSFER L P55.8K sharesnew addition2025-12-312026-01-26

AMGN AMGEN INC2.8K shares0.39%2025-12-312026-01-26

WCC WESCO INTL INC3.7K shares-3.26%2025-12-312026-01-26

CENCORA INC CENCORA INC2.7K shares-4.13%2025-12-312026-01-26

G GENPACT LIMITED19.0K shares0.00%2025-12-312026-01-26

HON HONEYWELL INTL INC4.4K shares-6.36%2025-12-312026-01-26

ADP AUTOMATIC DATA PROCESSING IN3.3K shares0.00%2025-12-312026-01-26

Sponsored

PSX PHILLIPS 666.6K shares-2.24%2025-12-312026-01-26

NVS NOVARTIS AG6.0K shares0.00%2025-12-312026-01-26

CGHM CAPITAL GRP FIXED INCM ETF T32.4K shares114.28%2025-12-312026-01-26

HP INC HP INC37.0K shares-4.05%2025-12-312026-01-26

AZN ASTRAZENECA PLC8.8K shares-0.14%2025-12-312026-01-26

XEL XCEL ENERGY INC10.9K shares0.22%2025-12-312026-01-26

JBND J P MORGAN EXCHANGE TRADED F14.8K sharesnew addition2025-12-312026-01-26

XOP SPDR SERIES TRUST6.3K shares-54.88%2025-12-312026-01-26

Sponsored

NSC NORFOLK SOUTHN CORP2.7K shares0.00%2025-12-312026-01-26

INVESCO QQQ TR INVESCO QQQ TR1.2K shares34.20%2025-12-312026-01-26

THYF T ROWE PRICE ETF INC14.3K sharesnew addition2025-12-312026-01-26

SPY SPDR S&P 500 ETF TR1.1K shares-1.03%2025-12-312026-01-26

SCHW SCHWAB CHARLES CORP7.2K shares-3.09%2025-12-312026-01-26

FITB FIFTH THIRD BANCORP15.1K shares0.00%2025-12-312026-01-26

APD AIR PRODS & CHEMS INC2.8K shares-25.14%2025-12-312026-01-26

TRV TRAVELERS COMPANIES INC2.3K shares0.00%2025-12-312026-01-26

Sponsored

TCAF T ROWE PRICE ETF INC17.4K sharesnew addition2025-12-312026-01-26

TBUX T ROWE PRICE ETF INC13.2K sharesnew addition2025-12-312026-01-26

MSI MOTOROLA SOLUTIONS INC1.7K shares0.00%2025-12-312026-01-26

NOBL PROSHARES TR6.1K shares-0.49%2025-12-312026-01-26

PFE PFIZER INC25.4K shares-9.74%2025-12-312026-01-26

ICE INTERCONTINENTAL EXCHANGE IN3.9K shares-3.36%2025-12-312026-01-26

CGNG CAPITAL GROUP NEW GEOGRAPHY19.6K sharesnew addition2025-12-312026-01-26

DHI D R HORTON INC4.3K shares0.00%2025-12-312026-01-26

Sponsored

SRE SEMPRA6.9K shares0.00%2025-12-312026-01-26

PREF PRINCIPAL EXCHANGE TRADED FD31.7K shares22.52%2025-12-312026-01-26

AXP AMERICAN EXPRESS CO1.6K shares-6.49%2025-12-312026-01-26

PSTG PURE STORAGE INC8.9K shares-1.65%2025-12-312026-01-26

GEV GE VERNOVA INC911 shares-7.61%2025-12-312026-01-26

ENB ENBRIDGE INC12.3K shares0.13%2025-12-312026-01-26

CAH CARDINAL HEALTH INC2.9K shares-2.06%2025-12-312026-01-26

GL GLOBE LIFE INC4.2K shares-4.59%2025-12-312026-01-26

Sponsored

IVV ISHARES TR834 shares-6.19%2025-12-312026-01-26

AMT AMERICAN TOWER CORP NEW3.3K shares16.04%2025-12-312026-01-26

JMEE J P MORGAN EXCHANGE TRADED F8.8K shares26.94%2025-12-312026-01-26

NEM NEWMONT CORP5.7K shares-5.04%2025-12-312026-01-26

ADM ARCHER DANIELS MIDLAND CO9.8K shares0.00%2025-12-312026-01-26

EQIX EQUINIX INC715 shares-0.83%2025-12-312026-01-26

AMH AMERICAN HOMES 4 RENT16.9K shares0.00%2025-12-312026-01-26

AFL AFLAC INC4.9K shares-0.30%2025-12-312026-01-26

Sponsored

MMM 3M CO3.4K shares-4.12%2025-12-312026-01-26

NOC NORTHROP GRUMMAN CORP940 shares0.00%2025-12-312026-01-26

JBL JABIL INC2.4K shares0.00%2025-12-312026-01-26

CMCSA COMCAST CORP NEW17.9K shares-6.27%2025-12-312026-01-26

PLTR PALANTIR TECHNOLOGIES INC3.0K shares-3.87%2025-12-312026-01-26

REGL PROSHARES TR6.3K shares-6.70%2025-12-312026-01-26

DG DOLLAR GEN CORP NEW3.8K shares0.00%2025-12-312026-01-26

RVT ROYCE SMALL CAP TRUST INC31.5K shares-6.29%2025-12-312026-01-26

Sponsored

SCHY SCHWAB STRATEGIC TR17.0K sharesnew addition2025-12-312026-01-26

VYMI VANGUARD WHITEHALL FDS5.6K sharesnew addition2025-12-312026-01-26

BA BOEING CO2.3K shares0.00%2025-12-312026-01-26

AWK AMERICAN WTR WKS CO INC NEW3.8K shares0.00%2025-12-312026-01-26

MO ALTRIA GROUP INC8.3K shares0.18%2025-12-312026-01-26

AFG AMERICAN FINL GROUP INC OHIO3.5K shares-4.16%2025-12-312026-01-26

PIPR PIPER SANDLER COMPANIES1.4K shares13.51%2025-12-312026-01-26

BIL SPDR SERIES TRUST5.1K shares-0.58%2025-12-312026-01-26

Sponsored

TSLA TESLA INC1.0K shares0.97%2025-12-312026-01-26

PEG PUBLIC SVC ENTERPRISE GRP IN5.8K shares0.00%2025-12-312026-01-26

EFAD PROSHARES TR10.9K shares-0.22%2025-12-312026-01-26

VIG VANGUARD SPECIALIZED FUNDS2.1K shares-1.43%2025-12-312026-01-26

AEP AMERICAN ELEC PWR CO INC3.8K shares1.12%2025-12-312026-01-26

UNH UNITEDHEALTH GROUP INC1.3K shares1.65%2025-12-312026-01-26

IEFA ISHARES TR4.7K shares14.50%2025-12-312026-01-26

ELV ELEVANCE HEALTH INC FORMERLY1.2K shares-3.24%2025-12-312026-01-26

Sponsored

BMY BRISTOL-MYERS SQUIBB CO7.7K shares0.00%2025-12-312026-01-26

ARKK ARK ETF TR5.4K shares-8.78%2025-12-312026-01-26

LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL4.2K shares0.00%2025-12-312026-01-26

CROWN CASTLE INC CROWN CASTLE INC4.6K sharesnew addition2025-12-312026-01-26

KBH KB HOME7.2K shares0.00%2025-12-312026-01-26

FMDE FIDELITY COVINGTON TRUST11.0K sharesnew addition2025-12-312026-01-26

TMO THERMO FISHER SCIENTIFIC INC681 shares-0.44%2025-12-312026-01-26

BARRICK MNG CORP BARRICK MNG CORP9.1K shares0.00%2025-12-312026-01-26

Sponsored

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY5.4K shares-7.36%2025-12-312026-01-26

SYY SYSCO CORP5.3K shares-4.50%2025-12-312026-01-26

VTIP VANGUARD MALVERN FDS7.9K sharesnew addition2025-12-312026-01-26

SO SOUTHERN CO4.5K shares0.00%2025-12-312026-01-26

VYM VANGUARD WHITEHALL FDS2.6K shares0.00%2025-12-312026-01-26

STEW SRH TOTAL RETURN FUND INC19.9K shares-10.39%2025-12-312026-01-26

IVW ISHARES TR2.9K shares-14.76%2025-12-312026-01-26

LAM RESEARCH CORP LAM RESEARCH CORP2.1K shares-0.19%2025-12-312026-01-26

Sponsored

USA LIBERTY ALL STAR EQUITY FD57.6K shares-2.91%2025-12-312026-01-26

YUM YUM BRANDS INC2.3K shares0.00%2025-12-312026-01-26

MMC MARSH & MCLENNAN COS INC1.9K shares0.00%2025-12-312026-01-26

KMB KIMBERLY-CLARK CORP3.4K shares0.00%2025-12-312026-01-26

EVR EVERCORE INC1.0K shares0.00%2025-12-312026-01-26

CALF PACER FDS TR7.6K shares-7.51%2025-12-312026-01-26

SCHD SCHWAB STRATEGIC TR12.3K shares-19.35%2025-12-312026-01-26

WFC WELLS FARGO CO NEW3.6K shares0.00%2025-12-312026-01-26

Sponsored

DRLL EA SERIES TRUST11.5K shares0.00%2025-12-312026-01-26

CME CME GROUP INC1.2K shares0.00%2025-12-312026-01-26

VTS VITESSE ENERGY INC16.6K shares-7.93%2025-12-312026-01-26

LINDE PLC LINDE PLC751 shares0.00%2025-12-312026-01-26

ITA ISHARES TR1.5K shares0.00%2025-12-312026-01-26

GLD SPDR GOLD TR805 shares-29.07%2025-12-312026-01-26

ARKQ ARK ETF TR2.7K shares0.00%2025-12-312026-01-26

MA MASTERCARD INCORPORATED539 shares-2.18%2025-12-312026-01-26

Sponsored

WY WEYERHAEUSER CO MTN BE12.9K sharesnew addition2025-12-312026-01-26

XLV SELECT SECTOR SPDR TR1.9K shares0.00%2025-12-312026-01-26

SMH VANECK ETF TRUST825 shares-8.33%2025-12-312026-01-26

OSCV ETF SER SOLUTIONS7.8K shares0.00%2025-12-312026-01-26

VONG VANGUARD SCOTTSDALE FDS2.3K shares0.00%2025-12-312026-01-26

PAVE GLOBAL X FDS5.9K shares-3.43%2025-12-312026-01-26

GSIE GOLDMAN SACHS ETF TR6.6K shares0.00%2025-12-312026-01-26

IDOG ALPS ETF TR7.3K shares-6.23%2025-12-312026-01-26

Sponsored

MCHP MICROCHIP TECHNOLOGY INC.4.4K shares0.00%2025-12-312026-01-26

TJX TJX COS INC NEW1.8K shares0.00%2025-12-312026-01-26

CGUS CAPITAL GROUP CORE EQUITY ET6.9K sharesnew addition2025-12-312026-01-26

PVAL PUTNAM ETF TRUST6.0K sharesnew addition2025-12-312026-01-26

TM TOYOTA MOTOR CORP1.3K shares-0.47%2025-12-312026-01-26

VTEB VANGUARD MUN BD FDS5.4K shares4.53%2025-12-312026-01-26

IJR ISHARES TR2.3K shares5.36%2025-12-312026-01-26

CHTR CHARTER COMMUNICATIONS INC N1.3K shares0.00%2025-12-312026-01-26

Sponsored

GSLC GOLDMAN SACHS ETF TR2.0K shares-19.90%2025-12-312026-01-26

ETW EATON VANCE TAX-MANAGED GLOB28.9K shares0.00%2025-12-312026-01-26

MDY SPDR S&P MIDCAP 400 ETF TR441 shares0.00%2025-12-312026-01-26

BND VANGUARD BD INDEX FDS3.6K sharesnew addition2025-12-312026-01-26

SMDV PROSHARES TR3.9K shares-3.37%2025-12-312026-01-26

SCHF SCHWAB STRATEGIC TR10.8K shares23.45%2025-12-312026-01-26

VXUS VANGUARD STAR FDS3.3K shares0.00%2025-12-312026-01-26

ADBE ADOBE INC713 sharesnew addition2025-12-312026-01-26

Sponsored

MET METLIFE INC3.2K shares-4.83%2025-12-312026-01-26

PRU PRUDENTIAL FINL INC2.2K shares0.00%2025-12-312026-01-26

OTIS OTIS WORLDWIDE CORP2.8K shares-6.63%2025-12-312026-01-26

DTEC ALPS ETF TR5.0K shares0.00%2025-12-312026-01-26

META META PLATFORMS INC366 shares3.39%2025-12-312026-01-26

ITW ILLINOIS TOOL WKS INC975 shares-2.60%2025-12-312026-01-26

PLD PROLOGIS INC.1.9K shares0.00%2025-12-312026-01-26

AMAT APPLIED MATLS INC928 sharesnew addition2025-12-312026-01-26

Sponsored

CBRE CBRE GROUP INC1.5K shares0.00%2025-12-312026-01-26

D DOMINION ENERGY INC4.0K shares-4.47%2025-12-312026-01-26

PTLC PACER FDS TR4.2K shares0.00%2025-12-312026-01-26

MEDP MEDPACE HLDGS INC415 shares0.00%2025-12-312026-01-26

KEYS KEYSIGHT TECHNOLOGIES INC1.1K shares-1.73%2025-12-312026-01-26

GNRC GENERAC HLDGS INC1.7K shares-10.61%2025-12-312026-01-26

IJH ISHARES TR3.5K shares8.14%2025-12-312026-01-26

ASML ASML HOLDING N V207 shares-0.96%2025-12-312026-01-26

Sponsored

CLX CLOROX CO DEL2.2K shares0.37%2025-12-312026-01-26

INTC INTEL CORP5.9K sharesnew addition2025-12-312026-01-26

SBUX STARBUCKS CORP2.5K shares0.00%2025-12-312026-01-26

XAR SPDR SERIES TRUST884 shares0.00%2025-12-312026-01-26

GLW CORNING INC2.4K sharesnew addition2025-12-312026-01-26

NOG NORTHERN OIL & GAS INC9.8K shares9.50%2025-12-312026-01-26

PPL PPL CORP5.9K shares0.00%2025-12-312026-01-26

ROK ROCKWELL AUTOMATION INC526 sharesnew addition2025-12-312026-01-26

Sponsored

UTF COHEN & STEERS INFRASTRUCTUR8.5K shares0.00%2025-12-312026-01-26

CEG CONSTELLATION ENERGY CORP574 sharesnew addition2025-12-312026-01-26

VDC VANGUARD WORLD FD955 shares0.00%2025-12-312026-01-26

PUTNAM ETF TRUST PUTNAM ETF TRUST25.0K sharesnew addition2025-12-312026-01-26

EXG EATON VANCE TAX-MANAGED GLOB20.1K shares0.00%2025-12-312026-01-26

JOBY JOBY AVIATION INC11.0K shares-15.38%2025-12-312026-01-26

BDJ BLACKROCK ENHANCED EQUITY DI15.3K shares-6.15%2025-12-312026-01-26

VALE VALE S A11.0K shares0.00%2025-12-312026-01-26

Sponsored

RMT ROYCE MICRO-CAP TR INC12.3K shares0.00%2025-12-312026-01-26

CRGY CRESCENT ENERGY COMPANY11.6K sharesnew addition2025-12-312026-01-26

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available