The Analysis of Institute for Wealth Management, LLC.'s Holdings
Currently, Institute for Wealth Management, LLC. holds 538 types of securities in its portfolio with a total value $943.4M. In the most recent quarter, they have increased their positions in NFLX (+37.3K shares, valued at $3.5M), NTES (+25.4K shares, valued at $3.5M), XLK (+21.5K shares, valued at $3.1M); decreased their positions in SPYX (-126.7K shares, valued at $7.1M), NVDA (-10.3K shares, valued at $1.9M), ESGE (-31.0K shares, valued at $1.4M); initiated new positions in NTES (+25.4K shares, valued at $3.5M), AN (+10.1K shares, valued at $2.1M), KVUE (+63.4K shares, valued at $1.1M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION753.2K shares-1.35%2025-12-312026-01-27
AAPL APPLE INC122.5K shares-1.40%2025-12-312026-01-27 MSFT MICROSOFT CORP47.5K shares-1.39%2025-12-312026-01-27 AMZN AMAZON COM INC83.9K shares-1.03%2025-12-312026-01-27 ALPHABET INC ALPHABET INC55.4K shares-1.60%2025-12-312026-01-27 META META PLATFORMS INC19.9K shares-1.42%2025-12-312026-01-27 TSLA TESLA INC25.9K shares-1.13%2025-12-312026-01-27 AXON AXON ENTERPRISE INC20.4K shares-0.63%2025-12-312026-01-27 GS GOLDMAN SACHS GROUP INC9.8K shares-2.05%2025-12-312026-01-27 VTWG VANGUARD SCOTTSDALE FDS33.6K shares0.00%2025-12-312026-01-27 BROADCOM INC BROADCOM INC22.8K shares-0.55%2025-12-312026-01-27 COST COSTCO WHSL CORP NEW9.1K shares-1.06%2025-12-312026-01-27 SCHG SCHWAB STRATEGIC TR229.9K shares-0.44%2025-12-312026-01-27 VTWV VANGUARD SCOTTSDALE FDS43.5K shares0.00%2025-12-312026-01-27 SPY SPDR S&P 500 ETF TR9.9K shares-9.16%2025-12-312026-01-27 URI UNITED RENTALS INC8.2K shares-0.49%2025-12-312026-01-27 XMMO INVESCO EXCHANGE TRADED FD T47.0K shares-1.97%2025-12-312026-01-27 XLI SELECT SECTOR SPDR TR41.3K shares-2.46%2025-12-312026-01-27 SMH VANECK ETF TRUST17.6K shares-3.54%2025-12-312026-01-27 SBUX STARBUCKS CORP75.0K shares-0.53%2025-12-312026-01-27 LLY ELI LILLY & CO5.7K shares-0.81%2025-12-312026-01-27 XLK SELECT SECTOR SPDR TR42.7K shares101.36%2025-12-312026-01-27 AMD ADVANCED MICRO DEVICES INC28.7K shares-0.92%2025-12-312026-01-27 VUG VANGUARD INDEX FDS12.2K shares58.33%2025-12-312026-01-27 ADBE ADOBE INC16.9K shares-2.40%2025-12-312026-01-27 XLF SELECT SECTOR SPDR TR107.9K shares1.88%2025-12-312026-01-27 MA MASTERCARD INCORPORATED9.5K shares-1.20%2025-12-312026-01-27 DIS DISNEY WALT CO45.1K shares-1.40%2025-12-312026-01-27 TXN TEXAS INSTRS INC29.5K shares-0.23%2025-12-312026-01-27 JPM JPMORGAN CHASE & CO.15.7K shares-2.12%2025-12-312026-01-27 ALPHABET INC ALPHABET INC16.1K shares-1.86%2025-12-312026-01-27 PDP INVESCO EXCHANGE TRADED FD T43.1K shares-4.70%2025-12-312026-01-27 VBK VANGUARD INDEX FDS16.6K shares28.93%2025-12-312026-01-27 AMAT APPLIED MATLS INC19.3K shares-1.99%2025-12-312026-01-27 VBR VANGUARD INDEX FDS23.3K shares12.12%2025-12-312026-01-27 CAIE CALAMOS ETF TR177.3K shares161.20%2025-12-312026-01-27 V VISA INC13.1K shares-2.06%2025-12-312026-01-27 BA BOEING CO20.9K shares0.71%2025-12-312026-01-27 FTNT FORTINET INC54.7K shares-0.36%2025-12-312026-01-27 VGSH VANGUARD SCOTTSDALE FDS73.0K shares88.37%2025-12-312026-01-27 BAC BANK AMERICA CORP77.6K shares-1.03%2025-12-312026-01-27 ABBV ABBVIE INC18.6K shares-0.76%2025-12-312026-01-27 VOE VANGUARD INDEX FDS23.9K shares-0.77%2025-12-312026-01-27 NFLX NETFLIX INC41.4K shares897.81%2025-12-312026-01-27 PWB INVESCO EXCHANGE TRADED FD T30.2K shares-4.33%2025-12-312026-01-27 AMGN AMGEN INC11.7K shares0.47%2025-12-312026-01-27 VKTX VIKING THERAPEUTICS INC107.9K shares4.32%2025-12-312026-01-27 GE AEROSPACE GE AEROSPACE11.9K shares-0.64%2025-12-312026-01-27 HIG HARTFORD INSURANCE GROUP INC26.3K shares-3.15%2025-12-312026-01-27 IWV ISHARES TR9.4K shares0.00%2025-12-312026-01-27 AXP AMERICAN EXPRESS CO9.6K shares-1.19%2025-12-312026-01-27 NTES NETEASE INC25.4K sharesnew addition2025-12-312026-01-27 GM GENERAL MTRS CO41.4K shares-1.37%2025-12-312026-01-27 VGT VANGUARD WORLD FD4.4K shares0.14%2025-12-312026-01-27 IWM ISHARES TR13.2K shares-3.43%2025-12-312026-01-27 VWO VANGUARD INTL EQUITY INDEX F60.2K shares2.90%2025-12-312026-01-27 ORCL ORACLE CORP16.6K shares-11.79%2025-12-312026-01-27 FDX FEDEX CORP11.0K shares-0.57%2025-12-312026-01-27 IWC ISHARES TR20.1K shares0.54%2025-12-312026-01-27 SHV ISHARES TR28.0K shares-22.09%2025-12-312026-01-27 BRK.A BERKSHIRE HATHAWAY INC DEL4 shares0.00%2025-12-312026-01-27 IEV ISHARES TR43.6K shares0.36%2025-12-312026-01-27 MS MORGAN STANLEY16.7K shares-0.76%2025-12-312026-01-27 XLG INVESCO EXCHANGE TRADED FD T50.0K shares-3.28%2025-12-312026-01-27 KLAC KLA CORP2.4K shares-0.25%2025-12-312026-01-27 BMVP INVESCO EXCHANGE TRADED FD T57.5K shares-2.56%2025-12-312026-01-27 CENCORA INC CENCORA INC8.2K shares900.24%2025-12-312026-01-27 EEM ISHARES TR50.3K shares-1.70%2025-12-312026-01-27 DE DEERE & CO5.9K shares24.42%2025-12-312026-01-27 CAT CATERPILLAR INC4.5K shares-1.18%2025-12-312026-01-27 RTX RTX CORPORATION14.0K shares-3.54%2025-12-312026-01-27 CRM SALESFORCE INC9.6K shares-1.93%2025-12-312026-01-27 CSX CSX CORP69.4K shares-0.08%2025-12-312026-01-27 PANW PALO ALTO NETWORKS INC13.6K shares-3.77%2025-12-312026-01-27 XLE SELECT SECTOR SPDR TR54.9K shares99.68%2025-12-312026-01-27 CME CME GROUP INC8.7K shares0.11%2025-12-312026-01-27 LOW LOWES COS INC9.4K shares-0.17%2025-12-312026-01-27 RYLD GLOBAL X FDS145.3K shares-1.20%2025-12-312026-01-27 CIBR FIRST TR EXCHANGE TRADED FD30.8K shares1.50%2025-12-312026-01-27 VHT VANGUARD WORLD FD7.6K shares2.68%2025-12-312026-01-27 WMT WALMART INC19.7K shares0.67%2025-12-312026-01-27 JEPQ J P MORGAN EXCHANGE TRADED F37.6K shares3.11%2025-12-312026-01-27 DELL DELL TECHNOLOGIES INC17.2K shares-0.99%2025-12-312026-01-27 QYLD GLOBAL X FDS122.0K shares-6.74%2025-12-312026-01-27 JNJ JOHNSON & JOHNSON10.4K shares-0.16%2025-12-312026-01-27 QCOM QUALCOMM INC12.5K shares0.22%2025-12-312026-01-27 PYPL PAYPAL HLDGS INC36.5K shares-1.19%2025-12-312026-01-27 NOW SERVICENOW INC13.8K shares326.78%2025-12-312026-01-27 AN AUTONATION INC10.1K sharesnew addition2025-12-312026-01-27 BXSL BLACKSTONE SECD LENDING FD79.3K shares0.16%2025-12-312026-01-27 PFM INVESCO EXCHANGE TRADED FD T40.0K shares0.00%2025-12-312026-01-27 BKNG BOOKING HOLDINGS INC383 shares1.86%2025-12-312026-01-27 H HYATT HOTELS CORP12.7K shares-0.65%2025-12-312026-01-27 VEA VANGUARD TAX-MANAGED FDS32.3K shares-1.38%2025-12-312026-01-27 CITIGROUP INC CITIGROUP INC17.2K shares-1.74%2025-12-312026-01-27 VONV VANGUARD SCOTTSDALE FDS21.6K shares0.00%2025-12-312026-01-27 WM WASTE MGMT INC DEL9.1K shares0.33%2025-12-312026-01-27 XHB SPDR SERIES TRUST19.2K shares-1.02%2025-12-312026-01-27 QUAL ISHARES TR9.9K shares-20.59%2025-12-312026-01-27 VOT VANGUARD INDEX FDS7.0K shares3.20%2025-12-312026-01-27 MPC MARATHON PETE CORP11.8K shares-2.62%2025-12-312026-01-27 SPHQ INVESCO EXCHANGE TRADED FD T25.1K shares-11.48%2025-12-312026-01-27 VTV VANGUARD INDEX FDS9.9K shares-2.76%2025-12-312026-01-27 ARES ARES MANAGEMENT CORPORATION11.6K shares-5.73%2025-12-312026-01-27 HWM HOWMET AEROSPACE INC9.0K shares-1.35%2025-12-312026-01-27 NET CLOUDFLARE INC9.3K shares32.25%2025-12-312026-01-27 IHI ISHARES TR29.3K shares3.85%2025-12-312026-01-27 IVV ISHARES TR2.6K shares1.03%2025-12-312026-01-27 CVX CHEVRON CORP NEW11.5K shares1.59%2025-12-312026-01-27 JOE ST JOE CO29.4K shares-3.46%2025-12-312026-01-27 GEV GE VERNOVA INC2.6K shares-2.84%2025-12-312026-01-27 XYLD GLOBAL X FDS42.4K shares-6.02%2025-12-312026-01-27 PBE INVESCO EXCHANGE TRADED FD T20.3K shares-2.41%2025-12-312026-01-27 VOX VANGUARD WORLD FD8.6K shares5.00%2025-12-312026-01-27 HD HOME DEPOT INC4.8K shares-5.14%2025-12-312026-01-27 VFH VANGUARD WORLD FD12.4K shares4.61%2025-12-312026-01-27 VONG VANGUARD SCOTTSDALE FDS13.4K shares-7.06%2025-12-312026-01-27 VTI VANGUARD INDEX FDS4.8K shares0.00%2025-12-312026-01-27 GRNY TIDAL TRUST I64.0K shares1.82%2025-12-312026-01-27 CSD INVESCO EXCHANGE TRADED FD T15.8K shares-1.31%2025-12-312026-01-27 MU MICRON TECHNOLOGY INC5.5K shares24.10%2025-12-312026-01-27 JOET VIRTUS ETF TR II36.9K shares-0.64%2025-12-312026-01-27 VCR VANGUARD WORLD FD3.8K shares7.34%2025-12-312026-01-27 EBAY EBAY INC.17.3K shares1.63%2025-12-312026-01-27 SHOP SHOPIFY INC9.3K shares-4.72%2025-12-312026-01-27 IVW ISHARES TR12.1K shares-45.22%2025-12-312026-01-27 TRV TRAVELERS COMPANIES INC5.1K shares-0.56%2025-12-312026-01-27 XSMO INVESCO EXCHANGE TRADED FD T20.5K shares-2.56%2025-12-312026-01-27 GLD SPDR GOLD TR3.7K shares-0.24%2025-12-312026-01-27 VRTX VERTEX PHARMACEUTICALS INC3.2K shares-0.25%2025-12-312026-01-27 PHM PULTE GROUP INC12.4K shares-2.43%2025-12-312026-01-27 JEPI J P MORGAN EXCHANGE TRADED F25.3K shares1.21%2025-12-312026-01-27 MAR MARRIOTT INTL INC NEW4.7K shares-4.49%2025-12-312026-01-27 EWJ ISHARES INC17.8K shares-1.18%2025-12-312026-01-27 VNQ VANGUARD INDEX FDS16.2K shares2.87%2025-12-312026-01-27 XNTK SPDR SERIES TRUST5.1K shares0.00%2025-12-312026-01-27 BBH VANECK ETF TRUST7.5K shares-0.28%2025-12-312026-01-27 VIG VANGUARD SPECIALIZED FUNDS6.3K shares-14.12%2025-12-312026-01-27 ITOT ISHARES TR9.3K shares-4.30%2025-12-312026-01-27 ISRG INTUITIVE SURGICAL INC2.4K shares0.46%2025-12-312026-01-27 CSCO CISCO SYS INC17.8K shares0.57%2025-12-312026-01-27 NKE NIKE INC21.3K shares-0.36%2025-12-312026-01-27 FICO FAIR ISAAC CORP798 shares-4.43%2025-12-312026-01-27 FVD FIRST TR EXCHANGE-TRADED FD29.2K shares19.34%2025-12-312026-01-27 LNG CHENIERE ENERGY INC6.9K shares-1.43%2025-12-312026-01-27 IJR ISHARES TR11.1K shares18.53%2025-12-312026-01-27 EOG EOG RES INC12.6K shares-1.91%2025-12-312026-01-27 AIG AMERICAN INTL GROUP INC15.5K shares-1.92%2025-12-312026-01-27 AOR ISHARES TR20.2K shares2.50%2025-12-312026-01-27 KKR & CO INC KKR & CO INC10.3K shares-4.43%2025-12-312026-01-27 XLC SELECT SECTOR SPDR TR11.0K shares13.86%2025-12-312026-01-27 PJP INVESCO EXCHANGE TRADED FD T12.2K shares-2.59%2025-12-312026-01-27 XYZ BLOCK INC19.5K shares-1.71%2025-12-312026-01-27 MGK VANGUARD WORLD FD3.1K shares5.93%2025-12-312026-01-27 XLY SELECT SECTOR SPDR TR10.3K shares109.30%2025-12-312026-01-27 DFAS DIMENSIONAL ETF TRUST17.6K shares0.00%2025-12-312026-01-27 VSS VANGUARD INTL EQUITY INDEX F8.5K shares0.12%2025-12-312026-01-27 LMT LOCKHEED MARTIN CORP2.5K shares-2.18%2025-12-312026-01-27 XBI SPDR SERIES TRUST9.8K shares7.54%2025-12-312026-01-27 DXJ WISDOMTREE TR8.2K shares-2.33%2025-12-312026-01-27 CMI CUMMINS INC2.3K shares-0.26%2025-12-312026-01-27 SPGI S&P GLOBAL INC2.3K shares43.03%2025-12-312026-01-27 UNP UNION PAC CORP5.0K shares1.61%2025-12-312026-01-27 SHW SHERWIN WILLIAMS CO3.5K shares-3.16%2025-12-312026-01-27 HCA HCA HEALTHCARE INC2.4K shares-1.85%2025-12-312026-01-27 MCO MOODYS CORP2.2K shares27.96%2025-12-312026-01-27 BABA ALIBABA GROUP HLDG LTD7.7K shares-5.39%2025-12-312026-01-27 BMY BRISTOL-MYERS SQUIBB CO20.5K shares-2.74%2025-12-312026-01-27 SCHW SCHWAB CHARLES CORP11.0K shares-1.68%2025-12-312026-01-27 VGK VANGUARD INTL EQUITY INDEX F13.1K shares-0.79%2025-12-312026-01-27 KVUE KENVUE INC63.4K sharesnew addition2025-12-312026-01-27 PID INVESCO EXCHANGE TRADED FD T49.4K shares-0.40%2025-12-312026-01-27 UNH UNITEDHEALTH GROUP INC3.3K shares-0.03%2025-12-312026-01-27 TJX TJX COS INC NEW7.0K shares-5.40%2025-12-312026-01-27 T AT&T INC42.8K shares4.44%2025-12-312026-01-27 CSGP COSTAR GROUP INC15.7K shares-3.76%2025-12-312026-01-27 IBM INTERNATIONAL BUSINESS MACHS3.5K shares-0.70%2025-12-312026-01-27 KRE SPDR SERIES TRUST16.1K shares3.56%2025-12-312026-01-27 PG PROCTER AND GAMBLE CO7.2K shares0.04%2025-12-312026-01-27 MSCI MSCI INC1.7K shares-2.37%2025-12-312026-01-27 ELV ELEVANCE HEALTH INC FORMERLY2.8K shares-0.28%2025-12-312026-01-27 MCK MCKESSON CORP1.2K shares-0.50%2025-12-312026-01-27 COP CONOCOPHILLIPS10.5K shares-0.68%2025-12-312026-01-27 DTD WISDOMTREE TR11.5K shares2.10%2025-12-312026-01-27 HQY HEALTHEQUITY INC10.6K shares-21.73%2025-12-312026-01-27 RBLX ROBLOX CORP12.0K shares0.00%2025-12-312026-01-27 PRU PRUDENTIAL FINL INC8.5K shares-2.24%2025-12-312026-01-27 ABT ABBOTT LABS7.7K shares-1.44%2025-12-312026-01-27 IHE ISHARES TR11.3K shares6.70%2025-12-312026-01-27 MCD MCDONALDS CORP3.1K shares-0.70%2025-12-312026-01-27 MSGS MADISON SQUARE GRDN SPRT COR3.7K shares-1.99%2025-12-312026-01-27 MTN VAIL RESORTS INC7.2K shares0.60%2025-12-312026-01-27 LEN LENNAR CORP9.2K shares-2.20%2025-12-312026-01-27 PSX PHILLIPS 667.2K shares-0.30%2025-12-312026-01-27 APH AMPHENOL CORP NEW6.9K shares-9.08%2025-12-312026-01-27 ELAN ELANCO ANIMAL HEALTH INC41.0K shares-1.22%2025-12-312026-01-27 GILD GILEAD SCIENCES INC7.5K shares1.38%2025-12-312026-01-27 VDE VANGUARD WORLD FD7.3K shares5.81%2025-12-312026-01-27 PWV INVESCO EXCHANGE TRADED FD T13.7K shares-4.00%2025-12-312026-01-27 HON HONEYWELL INTL INC4.7K shares-1.99%2025-12-312026-01-27 FFIV F5 INC3.6K shares-0.11%2025-12-312026-01-27 SNOW SNOWFLAKE INC4.1K shares-22.34%2025-12-312026-01-27 PLTR PALANTIR TECHNOLOGIES INC5.1K shares-4.20%2025-12-312026-01-27 WYNN WYNN RESORTS LTD7.5K shares-1.78%2025-12-312026-01-27 PWR QUANTA SVCS INC2.1K shares-4.92%2025-12-312026-01-27 CMCSA COMCAST CORP NEW29.9K shares-4.88%2025-12-312026-01-27 GLW CORNING INC9.7K shares0.00%2025-12-312026-01-27 ONEQ FIDELITY COMWLTH TR9.2K shares0.00%2025-12-312026-01-27 CET CENTRAL SECS CORP16.5K shares-0.89%2025-12-312026-01-27 EZM WISDOMTREE TR12.5K shares0.00%2025-12-312026-01-27 INTU INTUIT1.3K shares-0.71%2025-12-312026-01-27 VZ VERIZON COMMUNICATIONS INC20.4K shares-0.45%2025-12-312026-01-27 MET METLIFE INC10.4K shares-0.26%2025-12-312026-01-27 OXY OCCIDENTAL PETE CORP19.6K shares-9.12%2025-12-312026-01-27 RRR RED ROCK RESORTS INC13.0K shares0.00%2025-12-312026-01-27 VPU VANGUARD WORLD FD4.3K shares5.30%2025-12-312026-01-27 AIVL WISDOMTREE TR6.9K shares-4.15%2025-12-312026-01-27 MTUM ISHARES TR3.1K shares-23.60%2025-12-312026-01-27 ASML ASML HOLDING N V724 shares-4.49%2025-12-312026-01-27 HHH HOWARD HUGHES HOLDINGS INC9.6K shares-4.93%2025-12-312026-01-27 SCHD SCHWAB STRATEGIC TR27.9K shares1.19%2025-12-312026-01-27 CRWD CROWDSTRIKE HLDGS INC1.6K shares-1.57%2025-12-312026-01-27 XLV SELECT SECTOR SPDR TR4.9K shares61.68%2025-12-312026-01-27 CTAS CINTAS CORP4.0K shares0.10%2025-12-312026-01-27 FEPI ETF OPPORTUNITIES TRUST16.5K shares13.61%2025-12-312026-01-27 VAW VANGUARD WORLD FD3.6K shares11.38%2025-12-312026-01-27 IYT ISHARES TR10.0K shares7.97%2025-12-312026-01-27 VLO VALERO ENERGY CORP4.5K shares0.07%2025-12-312026-01-27 BXMT BLACKSTONE MTG TR INC38.3K shares-1.97%2025-12-312026-01-27 DOL WISDOMTREE TR11.1K shares-2.37%2025-12-312026-01-27 DFAT DIMENSIONAL ETF TRUST12.2K shares0.07%2025-12-312026-01-27 XOM EXXON MOBIL CORP6.0K shares-0.36%2025-12-312026-01-27 KO COCA COLA CO10.3K shares-1.60%2025-12-312026-01-27 WFC WELLS FARGO CO NEW7.7K shares-1.67%2025-12-312026-01-27 DFAC DIMENSIONAL ETF TRUST18.1K shares-24.18%2025-12-312026-01-27 COF CAPITAL ONE FINL CORP2.9K shares0.17%2025-12-312026-01-27 DHR DANAHER CORPORATION3.1K shares-0.32%2025-12-312026-01-27 EFG ISHARES TR6.2K shares-45.76%2025-12-312026-01-27 HOUS ANYWHERE REAL ESTATE INC50.0K shares0.00%2025-12-312026-01-27 VIS VANGUARD WORLD FD2.4K shares7.97%2025-12-312026-01-27 JETS ETF SER SOLUTIONS24.5K shares1.15%2025-12-312026-01-27 LUV SOUTHWEST AIRLS CO16.2K shares-0.50%2025-12-312026-01-27 IEFA ISHARES TR7.3K shares3.42%2025-12-312026-01-27 CMPR CIMPRESS PLC9.7K shares1.20%2025-12-312026-01-27 SLB SLB LIMITED16.6K shares113.34%2025-12-312026-01-27 NVO NOVO-NORDISK A S12.3K shares-22.00%2025-12-312026-01-27 ECF ELLSWORTH GROWTH & INCOME FD53.9K shares-3.63%2025-12-312026-01-27 TT TRANE TECHNOLOGIES PLC1.6K shares-1.30%2025-12-312026-01-27 MELI MERCADOLIBRE INC307 shares-1.29%2025-12-312026-01-27 QLD PROSHARES TR8.8K shares100.00%2025-12-312026-01-27 CHI CALAMOS CONV OPPORTUNITIES &58.7K shares-5.19%2025-12-312026-01-27 ULTA ULTA BEAUTY INC1.0K shares0.00%2025-12-312026-01-27 EPS WISDOMTREE TR8.6K shares0.00%2025-12-312026-01-27 RITM RITHM CAPITAL CORP55.5K shares7.92%2025-12-312026-01-27 EMR EMERSON ELEC CO4.5K shares1.59%2025-12-312026-01-27 XMVM INVESCO EXCHANGE TRADED FD T9.4K shares-5.04%2025-12-312026-01-27 VPL VANGUARD INTL EQUITY INDEX F6.6K shares6.67%2025-12-312026-01-27 ERIC TELEFONAKTIEBOLAGET LM ERICS61.5K shares-2.86%2025-12-312026-01-27 PEP PEPSICO INC4.1K shares6.70%2025-12-312026-01-27 AFRM AFFIRM HLDGS INC7.8K shares-0.59%2025-12-312026-01-27 F FORD MTR CO44.1K shares-6.97%2025-12-312026-01-27 NUKZ EXCHANGE TRADED CONCEPTS TRU9.1K shares0.93%2025-12-312026-01-27 KEY KEYCORP27.9K shares0.00%2025-12-312026-01-27 DDOG DATADOG INC4.2K shares-2.66%2025-12-312026-01-27 DIA SPDR DOW JONES INDL AVERAGE1.2K shares-7.42%2025-12-312026-01-27 USB US BANCORP DEL10.7K shares2.43%2025-12-312026-01-27 JCI JOHNSON CTLS INTL PLC4.7K shares-3.33%2025-12-312026-01-27 TMO THERMO FISHER SCIENTIFIC INC979 shares2.41%2025-12-312026-01-27 D DOMINION ENERGY INC9.7K shares-1.02%2025-12-312026-01-27 CTVA CORTEVA INC8.4K shares-1.86%2025-12-312026-01-27 CPNG COUPANG INC23.7K shares191.08%2025-12-312026-01-27 DIVO AMPLIFY ETF TR12.6K shares78.16%2025-12-312026-01-27 IT GARTNER INC2.2K shares-14.86%2025-12-312026-01-27 BND VANGUARD BD INDEX FDS7.5K shares-9.86%2025-12-312026-01-27 USA LIBERTY ALL STAR EQUITY FD88.6K shares-0.46%2025-12-312026-01-27 FANG DIAMONDBACK ENERGY INC3.7K shares0.05%2025-12-312026-01-27 XLU SELECT SECTOR SPDR TR12.8K shares82.56%2025-12-312026-01-27 EDV VANGUARD WORLD FD8.4K shares0.00%2025-12-312026-01-27 PFE PFIZER INC22.0K shares-3.17%2025-12-312026-01-27 ALL ALLSTATE CORP2.6K shares-0.53%2025-12-312026-01-27 SPGP INVESCO EXCHANGE TRADED FD T4.8K shares0.06%2025-12-312026-01-27 RCL ROYAL CARIBBEAN GROUP1.9K shares-4.16%2025-12-312026-01-27 LULU LULULEMON ATHLETICA INC2.6K sharesnew addition2025-12-312026-01-27 ADSK AUTODESK INC1.8K shares-5.16%2025-12-312026-01-27 MO ALTRIA GROUP INC9.3K shares-4.88%2025-12-312026-01-27 ICE INTERCONTINENTAL EXCHANGE IN3.3K shares1.66%2025-12-312026-01-27 ABNB AIRBNB INC3.9K shares-3.45%2025-12-312026-01-27 GDV GABELLI DIVID & INCOME TR19.1K shares-0.96%2025-12-312026-01-27 CIEN CIENA CORP2.3K shares-16.53%2025-12-312026-01-27 XSVM INVESCO EXCHANGE TRADED FD T9.2K shares-5.13%2025-12-312026-01-27 DFIV DIMENSIONAL ETF TRUST10.6K shares0.00%2025-12-312026-01-27 IBB ISHARES TR3.1K shares-1.90%2025-12-312026-01-27 UPS UNITED PARCEL SERVICE INC5.3K shares-20.09%2025-12-312026-01-27 NOV NOV INC32.8K sharesnew addition2025-12-312026-01-27 AEP AMERICAN ELEC PWR CO INC4.4K shares2.69%2025-12-312026-01-27 ABSI ABSCI CORPORATION145.8K shares0.00%2025-12-312026-01-27 XLB SELECT SECTOR SPDR TR11.2K shares104.90%2025-12-312026-01-27 VTWO VANGUARD SCOTTSDALE FDS5.1K shares0.00%2025-12-312026-01-27 BNDX VANGUARD CHARLOTTE FDS10.4K shares-1.81%2025-12-312026-01-27 NVS NOVARTIS AG3.6K shares-1.81%2025-12-312026-01-27 TFPM TRIPLE FLAG PRECIOUS METAL15.0K shares0.00%2025-12-312026-01-27 PEY INVESCO EXCHANGE TRADED FD T24.5K shares-2.00%2025-12-312026-01-27 HLT HILTON WORLDWIDE HLDGS INC1.7K shares0.23%2025-12-312026-01-27 DDS DILLARDS INC819 shares0.12%2025-12-312026-01-27 INTC INTEL CORP13.4K shares-0.73%2025-12-312026-01-27 UHAL.B U HAUL HOLDING COMPANY10.5K shares-30.31%2025-12-312026-01-27 PNC PNC FINL SVCS GROUP INC2.3K shares6.25%2025-12-312026-01-27 ALK ALASKA AIR GROUP INC9.5K shares-5.67%2025-12-312026-01-27 REGN REGENERON PHARMACEUTICALS616 shares-21.43%2025-12-312026-01-27 AZN ASTRAZENECA PLC5.2K shares-0.56%2025-12-312026-01-27 ROAD CONSTRUCTION PARTNERS INC4.3K shares-2.38%2025-12-312026-01-27 DAL DELTA AIR LINES INC DEL6.7K shares-0.51%2025-12-312026-01-27 RRX REGAL REXNORD CORPORATION3.3K shares-4.67%2025-12-312026-01-27 WDC WESTERN DIGITAL CORP2.7K shares0.22%2025-12-312026-01-27 NUE NUCOR CORP2.8K shares-0.70%2025-12-312026-01-27 USMV ISHARES TR4.8K shares-46.91%2025-12-312026-01-27 EXPE EXPEDIA GROUP INC1.6K shares-3.76%2025-12-312026-01-27 WCC WESCO INTL INC1.8K shares-11.05%2025-12-312026-01-27 SU SUNCOR ENERGY INC NEW10.0K shares0.00%2025-12-312026-01-27 MMM 3M CO2.8K shares-0.86%2025-12-312026-01-27 SGOV ISHARES TR4.4K shares1.52%2025-12-312026-01-27 EA ELECTRONIC ARTS INC2.2K shares-0.37%2025-12-312026-01-27 DON WISDOMTREE TR8.5K shares0.00%2025-12-312026-01-27 MAS MASCO CORP6.9K shares1.71%2025-12-312026-01-27 DIAX NUVEEN DOW 30 DYNMC OVERWRT28.1K shares-0.61%2025-12-312026-01-27 IEMG ISHARES INC6.4K shares8.13%2025-12-312026-01-27 LINDE PLC LINDE PLC1.0K shares-0.60%2025-12-312026-01-27 EW EDWARDS LIFESCIENCES CORP5.0K shares-2.66%2025-12-312026-01-27 IDVO AMPLIFY ETF TR11.0K sharesnew addition2025-12-312026-01-27 ALV AUTOLIV INC3.6K shares-12.85%2025-12-312026-01-27 QQEW FIRST TR EXCHANGE-TRADED FD3.0K shares0.00%2025-12-312026-01-27 CNQ CANADIAN NAT RES LTD12.4K shares-0.47%2025-12-312026-01-27 GPC GENUINE PARTS CO3.4K shares-0.90%2025-12-312026-01-27 BAR GRANITESHARES GOLD TR9.8K shares2.48%2025-12-312026-01-27 AIR AAR CORP5.0K sharesnew addition2025-12-312026-01-27 PM PHILIP MORRIS INTL INC2.6K shares20.47%2025-12-312026-01-27 TFLO ISHARES TR8.2K shares-4.99%2025-12-312026-01-27 RDN RADIAN GROUP INC11.5K shares-2.01%2025-12-312026-01-27 MAT MATTEL INC20.8K sharesnew addition2025-12-312026-01-27 IWD ISHARES TR1.9K shares-37.68%2025-12-312026-01-27 TFC TRUIST FINL CORP8.2K shares-4.77%2025-12-312026-01-27 FDS FACTSET RESH SYS INC1.4K shares-40.72%2025-12-312026-01-27 XRT SPDR SERIES TRUST4.7K shares-0.57%2025-12-312026-01-27 CTSH COGNIZANT TECHNOLOGY SOLUTIO4.8K shares-4.23%2025-12-312026-01-27 PCG PG&E CORP24.5K sharesnew addition2025-12-312026-01-27 ADP AUTOMATIC DATA PROCESSING IN1.5K shares2.59%2025-12-312026-01-27 SPHR SPHERE ENTERTAINMENT CO4.1K shares-0.90%2025-12-312026-01-27 BHF BRIGHTHOUSE FINL INC6.0K shares0.00%2025-12-312026-01-27 GSHD GOOSEHEAD INS INC5.3K shares-9.57%2025-12-312026-01-27 WTRG ESSENTIAL UTILS INC10.1K shares0.00%2025-12-312026-01-27 WMB WILLIAMS COS INC6.4K shares4.55%2025-12-312026-01-27 RKT ROCKET COS INC19.8K shares10.63%2025-12-312026-01-27 UBER UBER TECHNOLOGIES INC4.7K shares1.43%2025-12-312026-01-27 WHR WHIRLPOOL CORP5.3K sharesnew addition2025-12-312026-01-27 LHX L3HARRIS TECHNOLOGIES INC1.3K shares0.78%2025-12-312026-01-27 BTO HANCOCK JOHN FINL OPPTYS FD10.8K shares0.00%2025-12-312026-01-27 YUM YUM BRANDS INC2.5K shares-0.68%2025-12-312026-01-27 ACGL ARCH CAP GROUP LTD3.9K shares-1.51%2025-12-312026-01-27 OS ONESTREAM INC20.5K shares-10.50%2025-12-312026-01-27 SUSB ISHARES TR14.9K shares-18.62%2025-12-312026-01-27 MHO M/I HOMES INC2.9K sharesnew addition2025-12-312026-01-27 CHH CHOICE HOTELS INTL INC3.9K shares-17.48%2025-12-312026-01-27 MDY SPDR S&P MIDCAP 400 ETF TR612 shares-21.94%2025-12-312026-01-27 BITB BITWISE BITCOIN ETF TR7.8K sharesnew addition2025-12-312026-01-27 BN BROOKFIELD CORP8.0K shares49.97%2025-12-312026-01-27 EFV ISHARES TR5.1K shares-1.14%2025-12-312026-01-27 LPLA LPL FINL HLDGS INC1.0K shares43.56%2025-12-312026-01-27 WMS ADVANCED DRAIN SYS INC DEL2.5K shares0.00%2025-12-312026-01-27 LW LAMB WESTON HLDGS INC8.7K sharesnew addition2025-12-312026-01-27 VCLT VANGUARD SCOTTSDALE FDS4.8K shares-4.70%2025-12-312026-01-27 NIE VIRTUS EQUITY & CONV INCM FD14.6K shares-1.08%2025-12-312026-01-27 EWW ISHARES INC5.2K shares-1.51%2025-12-312026-01-27 VYM VANGUARD WHITEHALL FDS2.5K shares2.66%2025-12-312026-01-27 DHI D R HORTON INC2.4K shares-3.13%2025-12-312026-01-27 RBC RBC BEARINGS INC783 shares0.00%2025-12-312026-01-27 DFUV DIMENSIONAL ETF TRUST7.5K shares0.00%2025-12-312026-01-27 TMUS T-MOBILE US INC1.7K shares-3.71%2025-12-312026-01-27 FI FISERV INC5.2K shares-33.65%2025-12-312026-01-27 PGP PIMCO GLOBAL STOCKSPLS INCM37.8K shares-8.87%2025-12-312026-01-27 PSI INVESCO EXCHANGE TRADED FD T4.4K shares0.00%2025-12-312026-01-27 TWLO TWILIO INC2.4K shares-6.49%2025-12-312026-01-27 TOL TOLL BROTHERS INC2.5K shares0.00%2025-12-312026-01-27 FIS FIDELITY NATL INFORMATION SV5.1K shares-26.55%2025-12-312026-01-27 SWKS SKYWORKS SOLUTIONS INC5.3K shares-2.59%2025-12-312026-01-27 TTD THE TRADE DESK INC8.8K shares-49.67%2025-12-312026-01-27 SO SOUTHERN CO3.8K shares-0.23%2025-12-312026-01-27 HDB HDFC BANK LTD9.1K shares0.00%2025-12-312026-01-27 ADEA ADEIA INC19.3K shares-11.47%2025-12-312026-01-27 WBD WARNER BROS DISCOVERY INC11.5K shares-16.76%2025-12-312026-01-27 MLPA GLOBAL X FDS6.8K shares0.00%2025-12-312026-01-27 IBIT ISHARES BITCOIN TRUST ETF6.6K shares-15.00%2025-12-312026-01-27 FXL FIRST TR EXCHANGE TRADED FD1.9K shares0.00%2025-12-312026-01-27 LYV LIVE NATION ENTERTAINMENT IN2.3K shares-0.52%2025-12-312026-01-27 ODD ODDITY TECH LTD8.1K sharesnew addition2025-12-312026-01-27 NYT NEW YORK TIMES CO4.7K shares-16.40%2025-12-312026-01-27 NUMG NUSHARES ETF TR6.8K shares-37.40%2025-12-312026-01-27 RVTY REVVITY INC3.3K shares-5.89%2025-12-312026-01-27 EWBC EAST WEST BANCORP INC2.8K shares-5.78%2025-12-312026-01-27 MGC VANGUARD WORLD FD1.2K shares8.17%2025-12-312026-01-27 MNST MONSTER BEVERAGE CORP NEW4.0K shares0.05%2025-12-312026-01-27 CARR CARRIER GLOBAL CORPORATION5.8K shares-1.97%2025-12-312026-01-27 BSX BOSTON SCIENTIFIC CORP3.2K shares-5.60%2025-12-312026-01-27 FTC FIRST TR EXCHANGE-TRADED ALP1.9K shares0.00%2025-12-312026-01-27 MGM MGM RESORTS INTERNATIONAL8.3K shares0.92%2025-12-312026-01-27 IWO ISHARES TR934 shares-1.99%2025-12-312026-01-27 SSO PROSHARES TR5.1K shares82.94%2025-12-312026-01-27 AMP AMERIPRISE FINL INC605 shares3.60%2025-12-312026-01-27 WY WEYERHAEUSER CO MTN BE12.4K shares-9.34%2025-12-312026-01-27 NXPI NXP SEMICONDUCTORS N V1.4K shares-1.09%2025-12-312026-01-27 SDY SPDR SERIES TRUST2.1K shares-4.05%2025-12-312026-01-27 CSQ CALAMOS STRATEGIC TOTAL RETU15.1K shares-2.89%2025-12-312026-01-27 DSL DOUBLELINE INCOME SOLUTIONS25.8K shares-11.82%2025-12-312026-01-27 AAMI ACADIAN ASSET MANAGEMENT INC6.2K shares-14.54%2025-12-312026-01-27 ALLE ALLEGION PLC1.8K shares-10.28%2025-12-312026-01-27 AROC ARCHROCK INC11.1K shares-11.59%2025-12-312026-01-27 FDL FIRST TR EXCHANGE-TRADED FD6.5K shares0.00%2025-12-312026-01-27 TIDAL TRUST III TIDAL TRUST III11.2K sharesnew addition2025-12-312026-01-27 JD JD.COM INC10.0K shares-11.92%2025-12-312026-01-27 ASGI ABRDN GLOBAL INFRA INCOME FU12.7K shares-1.00%2025-12-312026-01-27 OKE ONEOK INC NEW3.9K shares-1.05%2025-12-312026-01-27 DG DOLLAR GEN CORP NEW2.1K shares-1.48%2025-12-312026-01-27 GLBE GLOBAL E ONLINE LTD7.2K shares-27.15%2025-12-312026-01-27 AZO AUTOZONE INC83 shares-2.35%2025-12-312026-01-27 IJK ISHARES TR2.9K shares-3.62%2025-12-312026-01-27 NULG NUSHARES ETF TR2.9K shares-60.61%2025-12-312026-01-27 VCSH VANGUARD SCOTTSDALE FDS3.5K shares-59.13%2025-12-312026-01-27 MORT VANECK ETF TRUST26.5K shares2.50%2025-12-312026-01-27 GWRE GUIDEWIRE SOFTWARE INC1.4K shares-9.56%2025-12-312026-01-27 CII BLACKROCK ENHANCED LARGE CAP11.9K shares0.00%2025-12-312026-01-27 IDXX IDEXX LABS INC409 shares0.25%2025-12-312026-01-27 COWZ PACER FDS TR4.6K sharesnew addition2025-12-312026-01-27 EFA ISHARES TR2.9K shares-25.59%2025-12-312026-01-27 GSY INVESCO ACTIVELY MANAGED EXC5.4K shares-62.99%2025-12-312026-01-27 NULV NUSHARES ETF TR6.0K shares-38.09%2025-12-312026-01-27 ESGE ISHARES INC6.2K shares-83.45%2025-12-312026-01-27 ETHW BITWISE ETHEREUM ETF12.7K sharesnew addition2025-12-312026-01-27 SEIC SEI INVTS CO3.3K shares-2.59%2025-12-312026-01-27 SUSL ISHARES TR2.2K shares0.00%2025-12-312026-01-27 KBE SPDR SERIES TRUST4.4K shares0.00%2025-12-312026-01-27 NJR NEW JERSEY RES CORP5.8K shares-9.10%2025-12-312026-01-27 MSGE MADISON SQUARE GARDEN ENTMT4.9K shares-1.48%2025-12-312026-01-27 EXLS EXLSERVICE HOLDINGS INC6.2K shares-2.14%2025-12-312026-01-27 PGF INVESCO EXCHANGE TRADED FD T18.5K shares0.00%2025-12-312026-01-27 IGF ISHARES TR4.3K shares-3.79%2025-12-312026-01-27 AMT AMERICAN TOWER CORP NEW1.5K shares-6.55%2025-12-312026-01-27 AER AERCAP HOLDINGS NV1.8K shares-20.45%2025-12-312026-01-27 IEF ISHARES TR2.7K sharesnew addition2025-12-312026-01-27 SPYX SPDR SERIES TRUST4.5K shares-96.55%2025-12-312026-01-27 ITA ISHARES TR1.2K shares0.00%2025-12-312026-01-27 PCAR PACCAR INC2.3K shares0.00%2025-12-312026-01-27 ALPS ETF TR ALPS ETF TR5.4K shares-1.66%2025-12-312026-01-27 SYY SYSCO CORP3.4K shares-8.85%2025-12-312026-01-27 MAGS LISTED FDS TR3.8K shares6.97%2025-12-312026-01-27 LH LABCORP HOLDINGS INC1.0K shares-0.79%2025-12-312026-01-27 DB DEUTSCHE BANK A G6.5K shares-2.75%2025-12-312026-01-27 ITW ILLINOIS TOOL WKS INC1.0K shares-2.02%2025-12-312026-01-27 CMG CHIPOTLE MEXICAN GRILL INC6.8K shares-6.47%2025-12-312026-01-27 QXO QXO INC13.0K shares0.89%2025-12-312026-01-27 HYGV FLEXSHARES TR6.1K shares-44.89%2025-12-312026-01-27 PRI PRIMERICA INC962 shares-4.47%2025-12-312026-01-27 WTW WILLIS TOWERS WATSON PLC LTD755 shares0.00%2025-12-312026-01-27 MGEE MGE ENERGY INC3.2K shares-9.68%2025-12-312026-01-27 SOXX ISHARES TR823 shares0.12%2025-12-312026-01-27 AGGY WISDOMTREE TR5.6K shares-58.20%2025-12-312026-01-27 RDDT REDDIT INC1.1K shares6.14%2025-12-312026-01-27 GIS GENERAL MLS INC5.3K shares-0.70%2025-12-312026-01-27 IVES WEDBUSH SER TR7.7K sharesnew addition2025-12-312026-01-27 FTCS FIRST TR EXCHANGE-TRADED FD2.6K sharesnew addition2025-12-312026-01-27 EES WISDOMTREE TR4.3K shares0.00%2025-12-312026-01-27 TGT TARGET CORP2.5K shares-10.64%2025-12-312026-01-27 QRVO QORVO INC2.9K shares0.00%2025-12-312026-01-27 RMD RESMED INC995 shares-6.92%2025-12-312026-01-27 NSC NORFOLK SOUTHN CORP830 shares6.82%2025-12-312026-01-27 ECL ECOLAB INC904 shares-7.94%2025-12-312026-01-27 Call Option Holdings
No call option holdings data available
Put Option Holdings
AMZN Put PutAMAZON COM INC400 sharesnew addition2025-12-312026-01-27 AAPL Put PutAPPLE INC300 sharesnew addition2025-12-312026-01-27 NVDA Put PutNVIDIA CORPORATION400 sharesnew addition2025-12-312026-01-27 SMH Put PutVANECK ETF TRUST200 sharesnew addition2025-12-312026-01-27 ORCL Put PutORACLE CORP200 sharesnew addition2025-12-312026-01-27