The Analysis of Independent Wealth Network Inc.'s Holdings
Currently, Independent Wealth Network Inc. holds 287 types of securities in its portfolio with a total value $327.4M. In the most recent quarter, they have increased their positions in SNTH (+56.9K shares, valued at $1.6M), XLK (+6.9K shares, valued at $1.0M), XEMD (+20.1K shares, valued at $894.3K); decreased their positions in BUFR (-17.4K shares, valued at $594.4K), SGOV (-4.3K shares, valued at $433.1K), CAT (-433 shares, valued at $248.1K); initiated new positions in SNTH (+56.9K shares, valued at $1.6M), ZECP (+14.2K shares, valued at $494.9K), UHT (+9.4K shares, valued at $368.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
CAT CATERPILLAR INC26.1K shares-1.63%2025-12-312026-01-26
SPYG SPDR SERIES TRUST124.3K shares2.32%2025-12-312026-01-26 SPYM SPDR SERIES TRUST152.1K shares1.91%2025-12-312026-01-26 JPST J P MORGAN EXCHANGE TRADED F198.4K shares1.08%2025-12-312026-01-26 SPYV SPDR SERIES TRUST152.0K shares3.04%2025-12-312026-01-26 SLV ISHARES SILVER TR110.3K shares5.78%2025-12-312026-01-26 ACWI ISHARES TR44.6K shares5.90%2025-12-312026-01-26 ILTB ISHARES TR124.1K shares9.20%2025-12-312026-01-26 AAPL APPLE INC19.6K shares0.13%2025-12-312026-01-26 RDFI COLLABORATIVE INVESTMNT SER214.2K shares13.27%2025-12-312026-01-26 NVDA NVIDIA CORPORATION27.3K shares-0.08%2025-12-312026-01-26 DFUS DIMENSIONAL ETF TRUST68.5K shares1.20%2025-12-312026-01-26 CVX CHEVRON CORP NEW32.4K shares1.40%2025-12-312026-01-26 SPAB SPDR SERIES TRUST189.5K shares9.40%2025-12-312026-01-26 MSFT MICROSOFT CORP9.8K shares7.01%2025-12-312026-01-26 SPYD SPDR SERIES TRUST95.6K shares8.02%2025-12-312026-01-26 GLD SPDR GOLD TR10.0K shares0.81%2025-12-312026-01-26 FLRT PACER FDS TR83.4K shares-1.36%2025-12-312026-01-26 AMZN AMAZON COM INC15.2K shares2.32%2025-12-312026-01-26 VUG VANGUARD INDEX FDS6.5K shares5.89%2025-12-312026-01-26 USRT ISHARES TR50.2K shares4.77%2025-12-312026-01-26 VYM VANGUARD WHITEHALL FDS18.9K shares-0.66%2025-12-312026-01-26 STIP ISHARES TR24.5K shares8.59%2025-12-312026-01-26 FJAN FIRST TR EXCHNG TRADED FD VI47.7K shares-4.19%2025-12-312026-01-26 JEPI J P MORGAN EXCHANGE TRADED F42.5K shares-0.22%2025-12-312026-01-26 PLTR PALANTIR TECHNOLOGIES INC13.5K shares-3.60%2025-12-312026-01-26 BIL SPDR SERIES TRUST25.4K shares-1.29%2025-12-312026-01-26 PSFF PACER FDS TR71.6K shares-0.78%2025-12-312026-01-26 FPE FIRST TR EXCH TRADED FD III122.7K shares-1.99%2025-12-312026-01-26 LQTI FIRST TR EXCHANGE-TRADED FD110.8K shares8.22%2025-12-312026-01-26 FLOT ISHARES TR43.5K shares-6.56%2025-12-312026-01-26 META META PLATFORMS INC3.2K shares-0.84%2025-12-312026-01-26 SPY SPDR S&P 500 ETF TR3.0K shares6.97%2025-12-312026-01-26 YYY AMPLIFY ETF TR178.9K shares-0.56%2025-12-312026-01-26 QYLD GLOBAL X FDS113.2K shares5.22%2025-12-312026-01-26 V VISA INC5.7K shares0.67%2025-12-312026-01-26 XLK SELECT SECTOR SPDR TR13.6K shares104.62%2025-12-312026-01-26 JPUS J P MORGAN EXCHANGE TRADED F15.5K shares7.03%2025-12-312026-01-26 BND VANGUARD BD INDEX FDS24.5K shares13.43%2025-12-312026-01-26 ALPHABET INC ALPHABET INC5.4K shares-1.83%2025-12-312026-01-26 TSLA TESLA INC3.7K shares1.06%2025-12-312026-01-26 BKLN INVESCO EXCH TRADED FD TR II78.7K shares7.24%2025-12-312026-01-26 ZDEK INNOVATOR ETFS TRUST63.7K shares-0.38%2025-12-312026-01-26 XMMO INVESCO EXCHANGE TRADED FD T11.5K shares17.52%2025-12-312026-01-26 BUFR FIRST TR EXCHNG TRADED FD VI46.3K shares-27.24%2025-12-312026-01-26 AWF ALLIANCEBERNSTEIN GLOBAL HIG148.0K shares0.27%2025-12-312026-01-26 SNTH TIDAL TRUST III56.9K sharesnew addition2025-12-312026-01-26 AGGY WISDOMTREE TR34.8K shares1.98%2025-12-312026-01-26 BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-12-312026-01-26 ITA ISHARES TR6.7K shares1.97%2025-12-312026-01-26 CGUS CAPITAL GROUP CORE EQUITY ET35.5K shares-2.22%2025-12-312026-01-26 QQQM INVESCO EXCH TRADED FD TR II5.5K shares0.02%2025-12-312026-01-26 SOXX ISHARES TR4.6K shares3.83%2025-12-312026-01-26 DLN WISDOMTREE TR15.6K shares0.08%2025-12-312026-01-26 SECT NORTHERN LTS FD TR IV21.0K shares0.60%2025-12-312026-01-26 XEMD BONDBLOXX ETF TRUST30.2K shares197.01%2025-12-312026-01-26 KYN KAYNE ANDERSON ENERGY INFRST108.6K shares3.53%2025-12-312026-01-26 VBK VANGUARD INDEX FDS4.3K shares1.01%2025-12-312026-01-26 SHY ISHARES TR15.5K shares-0.42%2025-12-312026-01-26 PGX INVESCO EXCH TRADED FD TR II112.7K shares-0.17%2025-12-312026-01-26 SGOV ISHARES TR12.5K shares-25.63%2025-12-312026-01-26 ALPHABET INC ALPHABET INC4.0K shares1.01%2025-12-312026-01-26 XLE SELECT SECTOR SPDR TR27.3K shares100.70%2025-12-312026-01-26 KR KROGER CO19.5K shares32.68%2025-12-312026-01-26 DVY ISHARES TR8.3K shares-0.11%2025-12-312026-01-26 IVV ISHARES TR1.7K shares8.96%2025-12-312026-01-26 BA BOEING CO5.2K shares3.05%2025-12-312026-01-26 LGLV SPDR SERIES TRUST6.4K shares-0.42%2025-12-312026-01-26 VCIT VANGUARD SCOTTSDALE FDS13.4K shares-0.39%2025-12-312026-01-26 EFA ISHARES TR11.4K shares3.52%2025-12-312026-01-26 XOM EXXON MOBIL CORP9.0K shares2.16%2025-12-312026-01-26 ARCC ARES CAPITAL CORP53.2K shares5.29%2025-12-312026-01-26 VIG VANGUARD SPECIALIZED FUNDS4.8K shares-2.52%2025-12-312026-01-26 CLX CLOROX CO DEL10.3K shares88.99%2025-12-312026-01-26 JCPB J P MORGAN EXCHANGE TRADED F21.8K shares11.53%2025-12-312026-01-26 MSI MOTOROLA SOLUTIONS INC2.7K shares0.64%2025-12-312026-01-26 VNQ VANGUARD INDEX FDS11.6K shares-3.37%2025-12-312026-01-26 WINN HARBOR ETF TRUST32.7K shares9.31%2025-12-312026-01-26 HACK AMPLIFY ETF TR12.5K shares3.60%2025-12-312026-01-26 JSML JANUS DETROIT STR TR13.6K shares1.25%2025-12-312026-01-26 CGBL CAPITAL GROUP CORE BALANCED28.1K shares-1.86%2025-12-312026-01-26 MO ALTRIA GROUP INC17.1K shares-6.29%2025-12-312026-01-26 VTIP VANGUARD MALVERN FDS19.3K shares1.57%2025-12-312026-01-26 AGG ISHARES TR9.5K shares29.38%2025-12-312026-01-26 ET ENERGY TRANSFER L P56.9K shares-3.42%2025-12-312026-01-26 CME CME GROUP INC3.4K shares26.10%2025-12-312026-01-26 IDEV ISHARES TR11.2K shares16.51%2025-12-312026-01-26 COST COSTCO WHSL CORP NEW1.1K shares1.72%2025-12-312026-01-26 FYC FIRST TR EXCHANGE-TRADED ALP9.3K shares0.72%2025-12-312026-01-26 SPEM SPDR INDEX SHS FDS19.1K shares8.21%2025-12-312026-01-26 FEX FIRST TR EXCHANGE-TRADED ALP7.5K shares9.26%2025-12-312026-01-26 MINT PIMCO ETF TR8.9K shares3.09%2025-12-312026-01-26 IDV ISHARES TR22.1K shares4.33%2025-12-312026-01-26 GCOW PACER FDS TR21.0K shares-8.50%2025-12-312026-01-26 SCHG SCHWAB STRATEGIC TR26.5K shares1.99%2025-12-312026-01-26 CASY CASEYS GEN STORES INC1.6K shares2.16%2025-12-312026-01-26 HON HONEYWELL INTL INC4.3K shares2.86%2025-12-312026-01-26 FDVV FIDELITY COVINGTON TRUST14.4K shares20.50%2025-12-312026-01-26 AAXJ ISHARES TR8.6K shares0.48%2025-12-312026-01-26 JPIN J P MORGAN EXCHANGE TRADED F11.8K shares9.39%2025-12-312026-01-26 SPTM SPDR SERIES TRUST9.6K shares0.29%2025-12-312026-01-26 VOT VANGUARD INDEX FDS2.8K shares-0.93%2025-12-312026-01-26 EWA ISHARES INC29.4K shares1.72%2025-12-312026-01-26 HSY HERSHEY CO4.2K shares1.76%2025-12-312026-01-26 KSS KOHLS CORP37.0K shares2.61%2025-12-312026-01-26 JNJ JOHNSON & JOHNSON3.6K shares-2.79%2025-12-312026-01-26 USHY ISHARES TR19.9K shares-4.28%2025-12-312026-01-26 BROADCOM INC BROADCOM INC2.1K shares-10.83%2025-12-312026-01-26 PKG PACKAGING CORP AMER3.4K shares7.85%2025-12-312026-01-26 SDVY FIRST TR EXCHANGE-TRADED FD18.0K shares-11.23%2025-12-312026-01-26 FTCS FIRST TR EXCHANGE-TRADED FD7.4K shares3.65%2025-12-312026-01-26 VTV VANGUARD INDEX FDS3.6K shares8.41%2025-12-312026-01-26 VEA VANGUARD TAX-MANAGED FDS10.8K shares-7.48%2025-12-312026-01-26 IWM ISHARES TR2.7K shares9.31%2025-12-312026-01-26 RTRE COLLABORATIVE INVESTMNT SER26.7K shares12.37%2025-12-312026-01-26 SCHV SCHWAB STRATEGIC TR22.5K shares14.33%2025-12-312026-01-26 IVE ISHARES TR3.1K shares8.10%2025-12-312026-01-26 PKW INVESCO EXCHANGE TRADED FD T4.9K shares-1.31%2025-12-312026-01-26 RPV INVESCO EXCHANGE TRADED FD T6.3K shares-0.88%2025-12-312026-01-26 LAC LITHIUM AMERS CORP NEW149.5K shares-9.84%2025-12-312026-01-26 TFI SPDR SERIES TRUST14.2K shares5.08%2025-12-312026-01-26 WFC-PL WELLS FARGO CO NEW535 shares1.52%2025-12-312026-01-26 ICVT ISHARES TR6.6K shares-8.64%2025-12-312026-01-26 AMD ADVANCED MICRO DEVICES INC3.0K shares-1.38%2025-12-312026-01-26 NFLX NETFLIX INC6.8K shares1228.38%2025-12-312026-01-26 DFAX DIMENSIONAL ETF TRUST19.3K shares0.00%2025-12-312026-01-26 JPIE J P MORGAN EXCHANGE TRADED F13.6K shares-2.13%2025-12-312026-01-26 AIRR FIRST TR EXCHANGE TRADED FD6.2K shares10.40%2025-12-312026-01-26 IGLD FIRST TR EXCHANGE-TRADED FD22.3K shares-3.67%2025-12-312026-01-26 IJK ISHARES TR5.8K shares-1.40%2025-12-312026-01-26 CSCO CISCO SYS INC7.2K shares4.31%2025-12-312026-01-26 HDV ISHARES TR4.6K shares1.38%2025-12-312026-01-26 WMT WALMART INC5.0K shares-17.19%2025-12-312026-01-26 RDVY FIRST TR EXCHANGE TRADED FD7.9K shares8.03%2025-12-312026-01-26 IVW ISHARES TR4.5K shares33.30%2025-12-312026-01-26 FRTY THE ALGER ETF TRUST25.6K shares-2.23%2025-12-312026-01-26 LLY ELI LILLY & CO499 shares3.74%2025-12-312026-01-26 SHW SHERWIN WILLIAMS CO1.6K shares2.19%2025-12-312026-01-26 ABBV ABBVIE INC2.3K shares4.15%2025-12-312026-01-26 T AT&T INC21.0K shares7.63%2025-12-312026-01-26 AFL AFLAC INC4.7K shares-5.39%2025-12-312026-01-26 FTHI FIRST TR EXCHANGE TRADED FD21.5K shares-6.35%2025-12-312026-01-26 JPM JPMORGAN CHASE & CO.1.5K shares-5.49%2025-12-312026-01-26 IEMG ISHARES INC7.4K shares32.58%2025-12-312026-01-26 FYX FIRST TR EXCHANGE-TRADED ALP4.4K shares-3.61%2025-12-312026-01-26 ZECP ZACKS TRUST14.2K sharesnew addition2025-12-312026-01-26 GLOF ISHARES TR9.3K shares-1.01%2025-12-312026-01-26 VGT VANGUARD WORLD FD646 shares5.04%2025-12-312026-01-26 TLT ISHARES TR5.6K shares-0.38%2025-12-312026-01-26 FTA FIRST TR EXCHANGE-TRADED ALP5.6K shares0.16%2025-12-312026-01-26 CNRG SPDR SERIES TRUST5.4K shares0.04%2025-12-312026-01-26 BCX BLACKROCK RES & COMMODITIES43.7K shares9.02%2025-12-312026-01-26 VDE VANGUARD WORLD FD3.8K shares-0.97%2025-12-312026-01-26 BUXX EA SERIES TRUST23.5K shares9.64%2025-12-312026-01-26 FNX FIRST TR EXCHANGE-TRADED ALP3.8K shares-1.33%2025-12-312026-01-26 NYF ISHARES TR8.9K shares19.43%2025-12-312026-01-26 VZ VERIZON COMMUNICATIONS INC11.6K shares-0.24%2025-12-312026-01-26 BITO PROSHARES TR38.7K shares40.78%2025-12-312026-01-26 JEPQ J P MORGAN EXCHANGE TRADED F8.0K shares-5.68%2025-12-312026-01-26 SCHO SCHWAB STRATEGIC TR19.2K shares2.03%2025-12-312026-01-26 HYLS FIRST TR EXCHANGE-TRADED FD10.9K shares0.20%2025-12-312026-01-26 FTEC FIDELITY COVINGTON TRUST2.0K shares0.00%2025-12-312026-01-26 LQD ISHARES TR4.0K shares5.41%2025-12-312026-01-26 MA MASTERCARD INCORPORATED772 shares2.80%2025-12-312026-01-26 SPMD SPDR SERIES TRUST7.4K shares0.94%2025-12-312026-01-26 PG PROCTER AND GAMBLE CO3.0K shares3.83%2025-12-312026-01-26 USFR WISDOMTREE TR8.4K shares0.00%2025-12-312026-01-26 RDVI FIRST TR EXCHANGE-TRADED FD16.0K shares-5.06%2025-12-312026-01-26 PSR INVESCO ACTIVELY MANAGED EXC4.6K shares12.50%2025-12-312026-01-26 TSM TAIWAN SEMICONDUCTOR MFG LTD1.4K shares-12.61%2025-12-312026-01-26 SPSM SPDR SERIES TRUST8.7K shares1.15%2025-12-312026-01-26 MU MICRON TECHNOLOGY INC1.4K shares0.57%2025-12-312026-01-26 IJR ISHARES TR3.4K shares-1.32%2025-12-312026-01-26 FLTR VANECK ETF TRUST15.8K shares-19.93%2025-12-312026-01-26 HD HOME DEPOT INC1.1K shares-16.50%2025-12-312026-01-26 QCOM QUALCOMM INC2.3K shares5.90%2025-12-312026-01-26 MCN XAI MADISON EQUITY PREMIUM I63.0K shares6.61%2025-12-312026-01-26 ARKK ARK ETF TR4.9K shares-5.78%2025-12-312026-01-26 APH AMPHENOL CORP NEW2.8K shares13.68%2025-12-312026-01-26 CEF SPROTT ASSET MANAGEMENT LP8.2K shares-20.85%2025-12-312026-01-26 UHT UNIVERSAL HEALTH RLTY INCOME9.4K sharesnew addition2025-12-312026-01-26 INTC INTEL CORP10.0K shares20.77%2025-12-312026-01-26 ATO ATMOS ENERGY CORP2.2K shares0.56%2025-12-312026-01-26 HFXI NEW YORK LIFE INVESTMENTS ET11.2K shares5.83%2025-12-312026-01-26 MUB ISHARES TR3.4K shares11.72%2025-12-312026-01-26 UEC URANIUM ENERGY CORP30.5K shares2.00%2025-12-312026-01-26 VWO VANGUARD INTL EQUITY INDEX F6.5K shares-2.05%2025-12-312026-01-26 DE DEERE & CO751 shares-1.18%2025-12-312026-01-26 BABA ALIBABA GROUP HLDG LTD2.2K shares-3.15%2025-12-312026-01-26 IUSB ISHARES TR7.0K shares42.92%2025-12-312026-01-26 DVN DEVON ENERGY CORP NEW8.9K shares1.29%2025-12-312026-01-26 USMV ISHARES TR3.4K shares2.74%2025-12-312026-01-26 ALPS ETF TR ALPS ETF TR6.8K shares0.25%2025-12-312026-01-26 FSCO FS CREDIT OPPORTUNITIES CORP50.7K shares-2.32%2025-12-312026-01-26 ABT ABBOTT LABS2.5K shares2.17%2025-12-312026-01-26 FSK FS KKR CAP CORP21.0K shares13.21%2025-12-312026-01-26 FV FIRST TR EXCHANGE TRADED FD4.9K shares-4.17%2025-12-312026-01-26 ETFS GOLD TR ETFS GOLD TR7.5K shares0.00%2025-12-312026-01-26 SPGI S&P GLOBAL INC578 shares-0.34%2025-12-312026-01-26 BNDX VANGUARD CHARLOTTE FDS6.2K shares12.88%2025-12-312026-01-26 FFEB FIRST TR EXCHNG TRADED FD VI5.3K shares-2.82%2025-12-312026-01-26 VTEB VANGUARD MUN BD FDS5.9K shares-20.90%2025-12-312026-01-26 ZOCT INNOVATOR ETFS TRUST11.0K shares-1.43%2025-12-312026-01-26 CTVA CORTEVA INC4.3K shares9.61%2025-12-312026-01-26 JGH NUVEEN GLOBAL HIGH INCOME FD22.6K shares6.80%2025-12-312026-01-26 PEP PEPSICO INC2.0K shares-0.25%2025-12-312026-01-26 FTSM FIRST TR EXCHANGE-TRADED FD4.7K shares-17.27%2025-12-312026-01-26 MEDP MEDPACE HLDGS INC504 sharesnew addition2025-12-312026-01-26 VGSH VANGUARD SCOTTSDALE FDS4.8K sharesnew addition2025-12-312026-01-26 RIVN RIVIAN AUTOMOTIVE INC14.2K shares1.78%2025-12-312026-01-26 TMUS T-MOBILE US INC1.4K shares12.34%2025-12-312026-01-26 HYG ISHARES TR3.4K shares3.20%2025-12-312026-01-26 NKE NIKE INC4.3K sharesnew addition2025-12-312026-01-26 PM PHILIP MORRIS INTL INC1.7K shares-4.15%2025-12-312026-01-26 AVUS AMERICAN CENTY ETF TR2.4K sharesnew addition2025-12-312026-01-26 WFC WELLS FARGO CO NEW2.9K shares0.18%2025-12-312026-01-26 ZJAN INNOVATOR ETFS TRUST9.7K shares-0.46%2025-12-312026-01-26 APP APPLOVIN CORP392 shares-24.62%2025-12-312026-01-26 GPN GLOBAL PMTS INC3.4K shares-3.08%2025-12-312026-01-26 SMH VANECK ETF TRUST730 shares13.18%2025-12-312026-01-26 MCD MCDONALDS CORP859 shares8.60%2025-12-312026-01-26 KO COCA COLA CO3.7K shares-6.30%2025-12-312026-01-26 SYK STRYKER CORPORATION740 shares-2.25%2025-12-312026-01-26 VBR VANGUARD INDEX FDS1.2K shares6.65%2025-12-312026-01-26 KLAC KLA CORP201 sharesnew addition2025-12-312026-01-26 SHYG ISHARES TR5.7K sharesnew addition2025-12-312026-01-26 ENB ENBRIDGE INC5.1K shares-3.22%2025-12-312026-01-26 PTLC PACER FDS TR4.4K shares-0.82%2025-12-312026-01-26 TSCO TRACTOR SUPPLY CO4.8K shares5.46%2025-12-312026-01-26 ADBE ADOBE INC680 shares2.87%2025-12-312026-01-26 AMAT APPLIED MATLS INC924 sharesnew addition2025-12-312026-01-26 UBER UBER TECHNOLOGIES INC2.9K shares2.22%2025-12-312026-01-26 AJG GALLAGHER ARTHUR J & CO915 sharesnew addition2025-12-312026-01-26 XYZ BLOCK INC3.6K shares0.28%2025-12-312026-01-26 ORCL ORACLE CORP1.2K shares-8.90%2025-12-312026-01-26 VAW VANGUARD WORLD FD1.1K shares1.37%2025-12-312026-01-26 WTBA WEST BANCORPORATION INC10.4K shares4.26%2025-12-312026-01-26 VT VANGUARD INTL EQUITY INDEX F1.6K shares3.30%2025-12-312026-01-26 FIIG FIRST TR EXCHANGE-TRADED FD10.8K shares-17.39%2025-12-312026-01-26 NDAQ NASDAQ INC2.3K sharesnew addition2025-12-312026-01-26 SEIV SEI EXCHANGE TRADED FUNDS5.5K sharesnew addition2025-12-312026-01-26 SEIM SEI EXCHANGE TRADED FUNDS4.9K sharesnew addition2025-12-312026-01-26 BUFZ FIRST TR EXCHNG TRADED FD VI8.4K shares-5.25%2025-12-312026-01-26 SNA SNAP ON INC646 shares-0.31%2025-12-312026-01-26 SPHY SPDR SERIES TRUST9.3K shares7.73%2025-12-312026-01-26 ACWV ISHARES INC1.9K shares-3.19%2025-12-312026-01-26 QUIZ ZACKS TRUST8.2K sharesnew addition2025-12-312026-01-26 SPDW SPDR INDEX SHS FDS4.8K shares1.02%2025-12-312026-01-26 RSG REPUBLIC SVCS INC1.0K shares6.30%2025-12-312026-01-26 TDIV FIRST TR EXCHANGE TRADED FD2.2K shares4.15%2025-12-312026-01-26 ROM PROSHARES TR2.3K shares0.00%2025-12-312026-01-26 XLG INVESCO EXCHANGE TRADED FD T3.6K sharesnew addition2025-12-312026-01-26 MEAR ISHARES U S ETF TR4.2K shares0.98%2025-12-312026-01-26 PANW PALO ALTO NETWORKS INC1.1K shares-25.62%2025-12-312026-01-26 RTX RTX CORPORATION1.2K sharesnew addition2025-12-312026-01-26 PSX PHILLIPS 661.6K shares-0.79%2025-12-312026-01-26 SCHX SCHWAB STRATEGIC TR7.8K shares-3.33%2025-12-312026-01-26 FTRI FIRST TR EXCHANGE TRADED FD13.3K shares-3.29%2025-12-312026-01-26 TT TRANE TECHNOLOGIES PLC535 shares0.00%2025-12-312026-01-26 BCS BARCLAYS PLC8.2K sharesnew addition2025-12-312026-01-26 BR BROADRIDGE FINL SOLUTIONS IN928 shares5.82%2025-12-312026-01-26 MMM 3M CO1.3K shares-2.28%2025-12-312026-01-26 PFG PRINCIPAL FINANCIAL GROUP IN2.3K sharesnew addition2025-12-312026-01-26 INTU INTUIT306 sharesnew addition2025-12-312026-01-26 SPHD INVESCO EXCH TRADED FD TR II4.2K shares1.15%2025-12-312026-01-26 KNG FIRST TR EXCHANGE-TRADED FD4.1K sharesnew addition2025-12-312026-01-26 ITW ILLINOIS TOOL WKS INC818 shares5.14%2025-12-312026-01-26 MDLZ MONDELEZ INTL INC3.7K shares-0.75%2025-12-312026-01-26 TOST TOAST INC5.6K shares1.80%2025-12-312026-01-26 JRS NUVEEN REAL ESTATE INCOME FD21.6K shares0.06%2025-12-312026-01-26 BGS B & G FOODS INC NEW35.5K shares-3.98%2025-12-312026-01-26 YMAX TIDAL TRUST II14.3K shares13.19%2025-12-312026-01-26 GRNT GRANITE RIDGE RESOURCES INC29.4K shares4.44%2025-12-312026-01-26 F FORD MTR CO10.2K shares-11.91%2025-12-312026-01-26 DNP DNP SELECT INCOME FD INC11.4K shares-0.87%2025-12-312026-01-26 BTG B2GOLD CORP10.0K shares0.00%2025-12-312026-01-26 NAK NORTHERN DYNASTY MINERALS LT15.7K shares-0.38%2025-12-312026-01-26 AKBA AKEBIA THERAPEUTICS INC13.0K shares0.00%2025-12-312026-01-26 Call Option Holdings
Put Option Holdings
No put option holdings data available