The Analysis of Jackson, Grant Investment Advisers, Inc.'s Holdings
Currently, Jackson, Grant Investment Advisers, Inc. holds 395 types of securities in its portfolio with a total value $303.7M. In the most recent quarter, they have increased their positions in XLY (+15.7K shares, valued at $1.9M), XLK (+6.4K shares, valued at $922.1K), PGX (+70.8K shares, valued at $796.3K); decreased their positions in PFF (-32.9K shares, valued at $1.0M), SPY (-561 shares, valued at $382.6K), VIG (-1.5K shares, valued at $327.9K); initiated new positions in BK (+4.0K shares, valued at $468.7K), MUB (+690 shares, valued at $73.9K), N/A (+487 shares, valued at $39.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR59.8K shares-0.93%2025-12-312026-01-27
SDY SPDR SERIES TRUST175.9K shares0.13%2025-12-312026-01-27 VIG VANGUARD SPECIALIZED FUNDS100.4K shares-1.46%2025-12-312026-01-27 VO VANGUARD INDEX FDS51.0K shares-0.33%2025-12-312026-01-27 MSFT MICROSOFT CORP18.4K shares1.69%2025-12-312026-01-27 ABBV ABBVIE INC31.2K shares-0.79%2025-12-312026-01-27 SPYM SPDR SERIES TRUST73.6K shares0.09%2025-12-312026-01-27 AAPL APPLE INC21.2K shares1.54%2025-12-312026-01-27 DVY ISHARES TR38.9K shares-4.71%2025-12-312026-01-27 AGG ISHARES TR52.0K shares5.36%2025-12-312026-01-27 IVV ISHARES TR6.6K shares-5.57%2025-12-312026-01-27 PFF ISHARES TR131.8K shares-20.00%2025-12-312026-01-27 PG PROCTER AND GAMBLE CO27.6K shares-2.50%2025-12-312026-01-27 XLY SELECT SECTOR SPDR TR31.9K shares96.58%2025-12-312026-01-27 XLV SELECT SECTOR SPDR TR24.2K shares1.17%2025-12-312026-01-27 TJX TJX COS INC NEW22.1K shares0.18%2025-12-312026-01-27 NOBL PROSHARES TR29.8K shares-3.33%2025-12-312026-01-27 VTI VANGUARD INDEX FDS9.1K shares-0.15%2025-12-312026-01-27 LLY ELI LILLY & CO2.8K shares-1.99%2025-12-312026-01-27 JNJ JOHNSON & JOHNSON13.9K shares2.17%2025-12-312026-01-27 SPTM SPDR SERIES TRUST33.3K shares0.93%2025-12-312026-01-27 MCD MCDONALDS CORP7.6K shares-0.13%2025-12-312026-01-27 IWM ISHARES TR9.0K shares0.22%2025-12-312026-01-27 XOM EXXON MOBIL CORP17.3K shares12.80%2025-12-312026-01-27 WMT WALMART INC18.1K shares-0.64%2025-12-312026-01-27 XLK SELECT SECTOR SPDR TR12.8K shares100.30%2025-12-312026-01-27 VUG VANGUARD INDEX FDS3.7K shares0.08%2025-12-312026-01-27 KO COCA COLA CO23.6K shares-1.91%2025-12-312026-01-27 IWO ISHARES TR5.1K shares-4.57%2025-12-312026-01-27 EMR EMERSON ELEC CO11.5K shares0.06%2025-12-312026-01-27 SPYG SPDR SERIES TRUST14.2K shares3.27%2025-12-312026-01-27 BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-12-312026-01-27 HDV ISHARES TR11.9K shares-13.45%2025-12-312026-01-27 XLF SELECT SECTOR SPDR TR24.2K shares-0.03%2025-12-312026-01-27 PGX INVESCO EXCH TRADED FD TR II116.8K shares154.04%2025-12-312026-01-27 VGT VANGUARD WORLD FD1.7K shares0.06%2025-12-312026-01-27 NVDA NVIDIA CORPORATION6.7K shares0.00%2025-12-312026-01-27 IBM INTERNATIONAL BUSINESS MACHS3.6K shares6.03%2025-12-312026-01-27 AMZN AMAZON COM INC4.5K shares0.00%2025-12-312026-01-27 ABT ABBOTT LABS8.0K shares-3.56%2025-12-312026-01-27 XLU SELECT SECTOR SPDR TR23.3K shares100.73%2025-12-312026-01-27 DE DEERE & CO2.1K shares0.00%2025-12-312026-01-27 ALPHABET INC ALPHABET INC3.1K shares0.00%2025-12-312026-01-27 GLD SPDR GOLD TR2.3K shares19.98%2025-12-312026-01-27 VTV VANGUARD INDEX FDS4.8K shares0.36%2025-12-312026-01-27 IWC ISHARES TR5.5K shares0.34%2025-12-312026-01-27 IVW ISHARES TR7.0K shares-2.27%2025-12-312026-01-27 REGL PROSHARES TR10.1K shares0.18%2025-12-312026-01-27 ALPHABET INC ALPHABET INC2.7K shares0.07%2025-12-312026-01-27 XLP SELECT SECTOR SPDR TR10.7K shares1.77%2025-12-312026-01-27 VYM VANGUARD WHITEHALL FDS5.6K shares0.28%2025-12-312026-01-27 PEP PEPSICO INC5.5K shares-0.70%2025-12-312026-01-27 BROADCOM INC BROADCOM INC2.3K shares-1.04%2025-12-312026-01-27 AMGN AMGEN INC2.4K shares0.04%2025-12-312026-01-27 UNH UNITEDHEALTH GROUP INC2.3K shares-5.23%2025-12-312026-01-27 CVX CHEVRON CORP NEW4.9K shares0.55%2025-12-312026-01-27 HD HOME DEPOT INC2.2K shares0.09%2025-12-312026-01-27 IVE ISHARES TR3.4K shares-1.10%2025-12-312026-01-27 CSCO CISCO SYS INC8.6K shares0.36%2025-12-312026-01-27 GLW CORNING INC7.5K shares0.00%2025-12-312026-01-27 VTEB VANGUARD MUN BD FDS12.7K shares0.03%2025-12-312026-01-27 T AT&T INC24.8K shares0.18%2025-12-312026-01-27 ASML ASML HOLDING N V574 shares0.00%2025-12-312026-01-27 BND VANGUARD BD INDEX FDS8.3K shares53.58%2025-12-312026-01-27 QUAL ISHARES TR2.8K shares0.25%2025-12-312026-01-27 JPM JPMORGAN CHASE & CO.1.7K shares0.24%2025-12-312026-01-27 BDJ BLACKROCK ENHANCED EQUITY DI51.2K shares2.34%2025-12-312026-01-27 DIS DISNEY WALT CO4.2K shares-10.11%2025-12-312026-01-27 BXMX NUVEEN S&P 500 BUY-WRITE INC32.0K shares1.43%2025-12-312026-01-27 BK BANK NEW YORK MELLON CORP4.0K sharesnew addition2025-12-312026-01-27 IWD ISHARES TR2.2K shares31.16%2025-12-312026-01-27 PM PHILIP MORRIS INTL INC2.8K shares0.22%2025-12-312026-01-27 CL COLGATE PALMOLIVE CO5.6K shares-11.08%2025-12-312026-01-27 V VISA INC1.2K shares0.00%2025-12-312026-01-27 NEE NEXTERA ENERGY INC4.9K shares0.00%2025-12-312026-01-27 GSEW GOLDMAN SACHS ETF TR4.5K shares95.34%2025-12-312026-01-27 META META PLATFORMS INC577 shares0.00%2025-12-312026-01-27 ORCL ORACLE CORP2.0K shares0.00%2025-12-312026-01-27 RTX RTX CORPORATION2.1K shares0.19%2025-12-312026-01-27 CSX CSX CORP10.1K shares-18.65%2025-12-312026-01-27 DFAC DIMENSIONAL ETF TRUST9.0K shares0.00%2025-12-312026-01-27 BMY BRISTOL-MYERS SQUIBB CO6.6K shares-6.87%2025-12-312026-01-27 NSC NORFOLK SOUTHN CORP1.2K shares0.00%2025-12-312026-01-27 PFG PRINCIPAL FINANCIAL GROUP IN4.0K shares0.00%2025-12-312026-01-27 VOT VANGUARD INDEX FDS1.2K shares-9.01%2025-12-312026-01-27 BAC BANK AMERICA CORP6.3K shares0.02%2025-12-312026-01-27 DHI D R HORTON INC2.2K shares0.00%2025-12-312026-01-27 AEP AMERICAN ELEC PWR CO INC2.6K shares0.38%2025-12-312026-01-27 HON HONEYWELL INTL INC1.5K shares0.07%2025-12-312026-01-27 CAT CATERPILLAR INC500 shares0.00%2025-12-312026-01-27 CEF SPROTT ASSET MANAGEMENT LP6.2K shares0.00%2025-12-312026-01-27 WFC WELLS FARGO CO NEW3.0K shares1.77%2025-12-312026-01-27 SLYG SPDR SERIES TRUST2.9K shares0.14%2025-12-312026-01-27 ITOT ISHARES TR1.8K shares0.11%2025-12-312026-01-27 MGK VANGUARD WORLD FD574 shares-11.15%2025-12-312026-01-27 VBR VANGUARD INDEX FDS1.1K shares0.45%2025-12-312026-01-27 USRT ISHARES TR4.0K shares0.22%2025-12-312026-01-27 SMDV PROSHARES TR3.4K shares-0.46%2025-12-312026-01-27 PFE PFIZER INC9.0K shares-19.23%2025-12-312026-01-27 MO ALTRIA GROUP INC3.8K shares1.00%2025-12-312026-01-27 IJS ISHARES TR1.9K shares0.48%2025-12-312026-01-27 KMB KIMBERLY-CLARK CORP2.1K shares-4.09%2025-12-312026-01-27 ITW ILLINOIS TOOL WKS INC855 shares0.00%2025-12-312026-01-27 SYK STRYKER CORPORATION583 shares0.00%2025-12-312026-01-27 SO SOUTHERN CO2.3K shares10.52%2025-12-312026-01-27 VONG VANGUARD SCOTTSDALE FDS1.6K shares0.00%2025-12-312026-01-27 DIA SPDR DOW JONES INDL AVERAGE403 shares0.50%2025-12-312026-01-27 VOE VANGUARD INDEX FDS1.1K shares1.03%2025-12-312026-01-27 IJJ ISHARES TR1.4K shares0.63%2025-12-312026-01-27 VEU VANGUARD INTL EQUITY INDEX F2.6K shares69.14%2025-12-312026-01-27 TRV TRAVELERS COMPANIES INC651 shares4.66%2025-12-312026-01-27 IJR ISHARES TR1.5K shares0.06%2025-12-312026-01-27 ED CONSOLIDATED EDISON INC1.9K shares0.43%2025-12-312026-01-27 PAVE GLOBAL X FDS3.7K shares0.00%2025-12-312026-01-27 AZO AUTOZONE INC52 shares0.00%2025-12-312026-01-27 ALL ALLSTATE CORP843 shares0.48%2025-12-312026-01-27 XEL XCEL ENERGY INC2.4K shares0.00%2025-12-312026-01-27 VZ VERIZON COMMUNICATIONS INC4.2K shares8.72%2025-12-312026-01-27 IJH ISHARES TR2.5K shares0.00%2025-12-312026-01-27 VBK VANGUARD INDEX FDS544 shares0.18%2025-12-312026-01-27 IJT ISHARES TR1.1K shares0.35%2025-12-312026-01-27 PGR PROGRESSIVE CORP685 shares0.00%2025-12-312026-01-27 FENY FIDELITY COVINGTON TRUST6.3K shares0.00%2025-12-312026-01-27 MDY SPDR S&P MIDCAP 400 ETF TR258 shares-0.77%2025-12-312026-01-27 LOW LOWES COS INC607 shares0.00%2025-12-312026-01-27 GS GOLDMAN SACHS GROUP INC163 shares0.00%2025-12-312026-01-27 IUSG ISHARES TR845 shares0.12%2025-12-312026-01-27 ADP AUTOMATIC DATA PROCESSING IN536 shares-28.72%2025-12-312026-01-27 GILD GILEAD SCIENCES INC1.1K shares0.09%2025-12-312026-01-27 COST COSTCO WHSL CORP NEW157 shares0.00%2025-12-312026-01-27 CHAT TIDAL TRUST II2.3K shares0.00%2025-12-312026-01-27 FDL FIRST TR EXCHANGE-TRADED FD3.0K shares0.00%2025-12-312026-01-27 AMD ADVANCED MICRO DEVICES INC616 shares0.00%2025-12-312026-01-27 MAR MARRIOTT INTL INC NEW400 shares0.00%2025-12-312026-01-27 YUM YUM BRANDS INC796 shares0.00%2025-12-312026-01-27 GE AEROSPACE GE AEROSPACE387 shares138.89%2025-12-312026-01-27 DLB DOLBY LABORATORIES INC1.8K shares-1.24%2025-12-312026-01-27 TXN TEXAS INSTRS INC669 shares0.00%2025-12-312026-01-27 UNP UNION PAC CORP501 shares-2.15%2025-12-312026-01-27 CMCSA COMCAST CORP NEW3.9K shares-13.79%2025-12-312026-01-27 VMC VULCAN MATLS CO400 shares0.00%2025-12-312026-01-27 VHT VANGUARD WORLD FD376 shares0.00%2025-12-312026-01-27 MA MASTERCARD INCORPORATED183 shares0.00%2025-12-312026-01-27 VEA VANGUARD TAX-MANAGED FDS1.6K shares1.69%2025-12-312026-01-27 MDLZ MONDELEZ INTL INC1.8K shares0.38%2025-12-312026-01-27 CEG CONSTELLATION ENERGY CORP272 shares871.43%2025-12-312026-01-27 GBTC GRAYSCALE BITCOIN TRUST ETF1.4K shares0.00%2025-12-312026-01-27 PPG PPG INDS INC923 shares0.76%2025-12-312026-01-27 LGND LIGAND PHARMACEUTICALS INC500 shares0.00%2025-12-312026-01-27 WM WASTE MGMT INC DEL424 shares0.24%2025-12-312026-01-27 SPGI S&P GLOBAL INC168 shares0.00%2025-12-312026-01-27 MMC MARSH & MCLENNAN COS INC465 shares0.43%2025-12-312026-01-27 BOE BLACKROCK ENHANCED GLOBAL DI7.4K shares0.70%2025-12-312026-01-27 USB US BANCORP DEL1.6K shares0.00%2025-12-312026-01-27 XLI SELECT SECTOR SPDR TR536 shares0.00%2025-12-312026-01-27 DGRO ISHARES TR1.2K shares0.00%2025-12-312026-01-27 KLAC KLA CORP66 shares0.00%2025-12-312026-01-27 VV VANGUARD INDEX FDS251 shares0.00%2025-12-312026-01-27 VT VANGUARD INTL EQUITY INDEX F557 shares0.72%2025-12-312026-01-27 CARR CARRIER GLOBAL CORPORATION1.5K shares-6.55%2025-12-312026-01-27 VPU VANGUARD WORLD FD410 shares0.74%2025-12-312026-01-27 AXP AMERICAN EXPRESS CO203 shares0.00%2025-12-312026-01-27 MUB ISHARES TR690 sharesnew addition2025-12-312026-01-27 URI UNITED RENTALS INC89 shares0.00%2025-12-312026-01-27 CWT CALIFORNIA WTR SVC GROUP1.7K shares0.00%2025-12-312026-01-27 IJK ISHARES TR722 shares0.14%2025-12-312026-01-27 SNA SNAP ON INC200 shares0.00%2025-12-312026-01-27 IWF ISHARES TR144 shares0.00%2025-12-312026-01-27 WTRG ESSENTIAL UTILS INC1.7K shares0.00%2025-12-312026-01-27 LPLA LPL FINL HLDGS INC181 shares0.00%2025-12-312026-01-27 GEV GE VERNOVA INC96 shares140.00%2025-12-312026-01-27 ADM ARCHER DANIELS MIDLAND CO1.0K shares2325.58%2025-12-312026-01-27 ES EVERSOURCE ENERGY874 shares0.00%2025-12-312026-01-27 QCOM QUALCOMM INC344 shares0.00%2025-12-312026-01-27 NEM NEWMONT CORP589 shares0.34%2025-12-312026-01-27 GIS GENERAL MLS INC1.3K shares0.00%2025-12-312026-01-27 COP CONOCOPHILLIPS609 shares0.00%2025-12-312026-01-27 TSCO TRACTOR SUPPLY CO1.1K shares0.00%2025-12-312026-01-27 VB VANGUARD INDEX FDS214 shares0.47%2025-12-312026-01-27 MDYV SPDR SERIES TRUST633 shares0.48%2025-12-312026-01-27 ENB ENBRIDGE INC1.1K shares0.00%2025-12-312026-01-27 RY ROYAL BK CDA303 shares0.66%2025-12-312026-01-27 BNS BANK NOVA SCOTIA HALIFAX700 shares0.00%2025-12-312026-01-27 DELL DELL TECHNOLOGIES INC401 shares0.00%2025-12-312026-01-27 DFAX DIMENSIONAL ETF TRUST1.5K shares0.00%2025-12-312026-01-27 CTSH COGNIZANT TECHNOLOGY SOLUTIO602 shares0.00%2025-12-312026-01-27 MET METLIFE INC628 shares0.00%2025-12-312026-01-27 ZTS ZOETIS INC369 shares-4.16%2025-12-312026-01-27 ACM AECOM487 shares0.00%2025-12-312026-01-27 HOMZ ETF SER SOLUTIONS1.0K shares0.00%2025-12-312026-01-27 XLC SELECT SECTOR SPDR TR389 shares0.00%2025-12-312026-01-27 PSX PHILLIPS 66350 shares0.00%2025-12-312026-01-27 NWN NORTHWEST NAT HLDG CO961 shares0.00%2025-12-312026-01-27 NOC NORTHROP GRUMMAN CORP76 shares0.00%2025-12-312026-01-27 IEMG ISHARES INC630 shares1.61%2025-12-312026-01-27 VXUS VANGUARD STAR FDS545 shares0.00%2025-12-312026-01-27 NXPI NXP SEMICONDUCTORS N V189 shares0.00%2025-12-312026-01-27 OTIS OTIS WORLDWIDE CORP464 shares-8.30%2025-12-312026-01-27 PNC PNC FINL SVCS GROUP INC190 shares0.00%2025-12-312026-01-27 MMM 3M CO243 shares0.00%2025-12-312026-01-27 RCL ROYAL CARIBBEAN GROUP136 shares0.00%2025-12-312026-01-27 EXC EXELON CORP817 shares861.18%2025-12-312026-01-27 ICE INTERCONTINENTAL EXCHANGE IN217 shares14.21%2025-12-312026-01-27 NGD NEW GOLD INC CDA4.0K shares0.00%2025-12-312026-01-27 TSLA TESLA INC77 shares0.00%2025-12-312026-01-27 RLJ-PA RLJ LODGING TR1.4K shares0.00%2025-12-312026-01-27 DOV DOVER CORP172 shares0.00%2025-12-312026-01-27 BLOK AMPLIFY ETF TR590 shares0.68%2025-12-312026-01-27 SCHB SCHWAB STRATEGIC TR1.3K shares0.24%2025-12-312026-01-27 EW EDWARDS LIFESCIENCES CORP385 shares0.00%2025-12-312026-01-27 PPA INVESCO EXCHANGE TRADED FD T204 shares0.00%2025-12-312026-01-27 DECK DECKERS OUTDOOR CORP300 shares0.00%2025-12-312026-01-27 NTR NUTRIEN LTD500 shares0.00%2025-12-312026-01-27 VXF VANGUARD INDEX FDS142 shares0.00%2025-12-312026-01-27 NVO NOVO-NORDISK A S561 sharesnew addition2025-12-312026-01-27 YUMC YUM CHINA HLDGS INC596 shares0.17%2025-12-312026-01-27 SPSM SPDR SERIES TRUST602 shares0.50%2025-12-312026-01-27 NKE NIKE INC441 shares0.00%2025-12-312026-01-27 CTVA CORTEVA INC413 shares-7.81%2025-12-312026-01-27 STWD STARWOOD PPTY TR INC1.5K shares0.00%2025-12-312026-01-27 DLR DIGITAL RLTY TR INC173 shares-61.47%2025-12-312026-01-27 SMH VANECK ETF TRUST73 shares0.00%2025-12-312026-01-27 EA ELECTRONIC ARTS INC126 shares0.00%2025-12-312026-01-27 PECO PHILLIPS EDISON & CO INC716 shares0.00%2025-12-312026-01-27 AZN ASTRAZENECA PLC269 shares0.00%2025-12-312026-01-27 LHX L3HARRIS TECHNOLOGIES INC83 shares0.00%2025-12-312026-01-27 IR INGERSOLL RAND INC306 shares-3.47%2025-12-312026-01-27 ADBE ADOBE INC68 shares-30.61%2025-12-312026-01-27 CCJ CAMECO CORP248 shares0.00%2025-12-312026-01-27 TSM TAIWAN SEMICONDUCTOR MFG LTD73 shares0.00%2025-12-312026-01-27 TRP TC ENERGY CORP393 shares1.29%2025-12-312026-01-27 SCHD SCHWAB STRATEGIC TR770 shares0.92%2025-12-312026-01-27 RDVY FIRST TR EXCHANGE TRADED FD300 shares0.00%2025-12-312026-01-27 HACK AMPLIFY ETF TR236 shares0.00%2025-12-312026-01-27 AEM AGNICO EAGLE MINES LTD112 shares0.90%2025-12-312026-01-27 NFLX NETFLIX INC200 shares900.00%2025-12-312026-01-27 WMB WILLIAMS COS INC300 shares0.00%2025-12-312026-01-27 VIS VANGUARD WORLD FD60 shares0.00%2025-12-312026-01-27 MS MORGAN STANLEY100 shares0.00%2025-12-312026-01-27 FTHI FIRST TR EXCHANGE TRADED FD734 sharesnew addition2025-12-312026-01-27 ELV ELEVANCE HEALTH INC FORMERLY49 shares-7.55%2025-12-312026-01-27 PBA PEMBINA PIPELINE CORP450 shares0.00%2025-12-312026-01-27 BMO BANK MONTREAL QUE132 shares0.76%2025-12-312026-01-27 DOW DOW INC727 shares-22.66%2025-12-312026-01-27 CDW CDW CORP119 shares0.00%2025-12-312026-01-27 BN BROOKFIELD CORP349 shares49.79%2025-12-312026-01-27 MSGS MADISON SQUARE GRDN SPRT COR62 shares0.00%2025-12-312026-01-27 O REALTY INCOME CORP283 shares-4.71%2025-12-312026-01-27 MPC MARATHON PETE CORP97 shares0.00%2025-12-312026-01-27 WCN WASTE CONNECTIONS INC88 shares0.00%2025-12-312026-01-27 RGA REINSURANCE GRP OF AMERICA I71 shares0.00%2025-12-312026-01-27 CUBE CUBESMART400 shares0.00%2025-12-312026-01-27 CHTR CHARTER COMMUNICATIONS INC N69 shares0.00%2025-12-312026-01-27 BBVA BANCO BILBAO VIZCAYA ARGENTA604 shares0.00%2025-12-312026-01-27 A AGILENT TECHNOLOGIES INC100 shares0.00%2025-12-312026-01-27 INVH INVITATION HOMES INC484 shares0.00%2025-12-312026-01-27 SONY SONY GROUP CORP505 shares0.00%2025-12-312026-01-27 STT STATE STR CORP100 shares0.00%2025-12-312026-01-27 KNX KNIGHT-SWIFT TRANSN HLDGS IN245 shares0.00%2025-12-312026-01-27 APD AIR PRODS & CHEMS INC50 shares0.00%2025-12-312026-01-27 SLB SLB LIMITED320 shares0.00%2025-12-312026-01-27 GM GENERAL MTRS CO147 sharesnew addition2025-12-312026-01-27 MAA MID-AMER APT CMNTYS INC85 shares0.00%2025-12-312026-01-27 CNP CENTERPOINT ENERGY INC300 sharesnew addition2025-12-312026-01-27 SPHQ INVESCO EXCHANGE TRADED FD T151 shares0.00%2025-12-312026-01-27 VYMI VANGUARD WHITEHALL FDS126 shares1.61%2025-12-312026-01-27 EFA ISHARES TR117 shares1.74%2025-12-312026-01-27 JCI JOHNSON CTLS INTL PLC93 shares0.00%2025-12-312026-01-27 REGN REGENERON PHARMACEUTICALS14 shares-17.65%2025-12-312026-01-27 JEPI J P MORGAN EXCHANGE TRADED F188 shares2.17%2025-12-312026-01-27 BKNG BOOKING HOLDINGS INC2 shares0.00%2025-12-312026-01-27 FDX FEDEX CORP37 shares0.00%2025-12-312026-01-27 G GENPACT LIMITED225 shares0.00%2025-12-312026-01-27 SHEL SHELL PLC142 shares0.00%2025-12-312026-01-27 KEYS KEYSIGHT TECHNOLOGIES INC50 shares0.00%2025-12-312026-01-27 SBUX STARBUCKS CORP119 shares0.00%2025-12-312026-01-27 VNQ VANGUARD INDEX FDS113 shares0.00%2025-12-312026-01-27 PPL PPL CORP285 shares0.00%2025-12-312026-01-27 IWR ISHARES TR101 shares1.00%2025-12-312026-01-27 MU MICRON TECHNOLOGY INC33 shares0.00%2025-12-312026-01-27 QQQJ INVESCO EXCH TRADED FD TR II246 shares0.00%2025-12-312026-01-27 MGA MAGNA INTL INC167 shares0.00%2025-12-312026-01-27 NWSA NEWS CORP NEW340 shares0.00%2025-12-312026-01-27 DRIV GLOBAL X FDS296 shares0.00%2025-12-312026-01-27 TMO THERMO FISHER SCIENTIFIC INC15 shares0.00%2025-12-312026-01-27 CMI CUMMINS INC17 shares0.00%2025-12-312026-01-27 APH AMPHENOL CORP NEW64 shares0.00%2025-12-312026-01-27 UBER UBER TECHNOLOGIES INC101 shares32.89%2025-12-312026-01-27 VRTX VERTEX PHARMACEUTICALS INC18 shares0.00%2025-12-312026-01-27 LINDE PLC LINDE PLC19 shares-50.00%2025-12-312026-01-27 IEFA ISHARES TR88 shares-6.38%2025-12-312026-01-27 BTI BRITISH AMERN TOB PLC138 sharesnew addition2025-12-312026-01-27 NVS NOVARTIS AG56 shares0.00%2025-12-312026-01-27 PBI PITNEY BOWES INC720 shares0.00%2025-12-312026-01-27 ULTA ULTA BEAUTY INC12 shares0.00%2025-12-312026-01-27 CBRE CBRE GROUP INC44 shares0.00%2025-12-312026-01-27 GWW WW GRAINGER INC7 shares0.00%2025-12-312026-01-27 SPG SIMON PPTY GROUP INC NEW38 shares0.00%2025-12-312026-01-27 LIT GLOBAL X FDS106 shares0.00%2025-12-312026-01-27 ISRG INTUITIVE SURGICAL INC12 shares0.00%2025-12-312026-01-27 MCO MOODYS CORP13 shares0.00%2025-12-312026-01-27 ZBH ZIMMER BIOMET HOLDINGS INC74 shares0.00%2025-12-312026-01-27 CFG CITIZENS FINL GROUP INC112 shares0.00%2025-12-312026-01-27 ETHE GRAYSCALE ETHEREUM TRUST ETF263 shares0.00%2025-12-312026-01-27 AN AUTONATION INC31 shares0.00%2025-12-312026-01-27 SCHW SCHWAB CHARLES CORP62 shares0.00%2025-12-312026-01-27 AME AMETEK INC30 shares0.00%2025-12-312026-01-27 IWN ISHARES TR34 shares0.00%2025-12-312026-01-27 HPE HEWLETT PACKARD ENTERPRISE C253 shares0.00%2025-12-312026-01-27 SRVR PACER FDS TR210 shares0.00%2025-12-312026-01-27 AIG AMERICAN INTL GROUP INC70 shares0.00%2025-12-312026-01-27 ADSK AUTODESK INC20 shares0.00%2025-12-312026-01-27 CRM SALESFORCE INC22 shares0.00%2025-12-312026-01-27 HP INC HP INC253 shares0.00%2025-12-312026-01-27 WAB WABTEC26 shares0.00%2025-12-312026-01-27 RSG REPUBLIC SVCS INC26 shares0.00%2025-12-312026-01-27 NOW SERVICENOW INC35 shares400.00%2025-12-312026-01-27 NUE NUCOR CORP32 shares0.00%2025-12-312026-01-27 PAG PENSKE AUTOMOTIVE GRP INC32 shares0.00%2025-12-312026-01-27 TT TRANE TECHNOLOGIES PLC13 shares0.00%2025-12-312026-01-27 TEX TEREX CORP NEW94 shares0.00%2025-12-312026-01-27 PCAR PACCAR INC45 shares0.00%2025-12-312026-01-27 DHR DANAHER CORPORATION21 shares0.00%2025-12-312026-01-27 PRU PRUDENTIAL FINL INC42 shares0.00%2025-12-312026-01-27 ROK ROCKWELL AUTOMATION INC12 shares0.00%2025-12-312026-01-27 MTB M & T BK CORP23 shares0.00%2025-12-312026-01-27 OABI OMNIAB INC2.5K shares0.00%2025-12-312026-01-27 CTAS CINTAS CORP24 shares0.00%2025-12-312026-01-27 IVZ INVESCO LTD171 shares0.00%2025-12-312026-01-27 PANW PALO ALTO NETWORKS INC24 shares0.00%2025-12-312026-01-27 DRI DARDEN RESTAURANTS INC24 shares0.00%2025-12-312026-01-27 EQH EQUITABLE HLDGS INC90 shares0.00%2025-12-312026-01-27 FANG DIAMONDBACK ENERGY INC28 shares0.00%2025-12-312026-01-27 LNG CHENIERE ENERGY INC21 shares0.00%2025-12-312026-01-27 SCHH SCHWAB STRATEGIC TR194 shares1.04%2025-12-312026-01-27 INTU INTUIT6 shares0.00%2025-12-312026-01-27 IWS ISHARES TR28 shares0.00%2025-12-312026-01-27 BRO BROWN & BROWN INC48 shares0.00%2025-12-312026-01-27 IBN ICICI BANK LIMITED125 shares0.00%2025-12-312026-01-27 KMI KINDER MORGAN INC DEL134 shares0.00%2025-12-312026-01-27 CAH CARDINAL HEALTH INC16 shares0.00%2025-12-312026-01-27 XLB SELECT SECTOR SPDR TR66 shares100.00%2025-12-312026-01-27 NDAQ NASDAQ INC30 shares0.00%2025-12-312026-01-27 BR BROADRIDGE FINL SOLUTIONS IN13 shares0.00%2025-12-312026-01-27 FCX FREEPORT-MCMORAN INC57 shares0.00%2025-12-312026-01-27 RJF RAYMOND JAMES FINL INC18 shares0.00%2025-12-312026-01-27 XYL XYLEM INC20 shares0.00%2025-12-312026-01-27 ADI ANALOG DEVICES INC10 shares0.00%2025-12-312026-01-27 HBAN HUNTINGTON BANCSHARES INC150 shares0.00%2025-12-312026-01-27 OKE ONEOK INC NEW33 shares0.00%2025-12-312026-01-27 VAC MARRIOTT VACATIONS WORLDWIDE35 shares0.00%2025-12-312026-01-27 BKR BAKER HUGHES COMPANY43 shares0.00%2025-12-312026-01-27 SCCO SOUTHERN COPPER CORP13 shares0.00%2025-12-312026-01-27 TER TERADYNE INC9 shares0.00%2025-12-312026-01-27 KR KROGER CO27 shares0.00%2025-12-312026-01-27 WRB BERKLEY W R CORP24 shares0.00%2025-12-312026-01-27 EFV ISHARES TR22 shares0.00%2025-12-312026-01-27 DGX QUEST DIAGNOSTICS INC9 shares0.00%2025-12-312026-01-27 HAL HALLIBURTON CO54 shares0.00%2025-12-312026-01-27 OC OWENS CORNING NEW12 shares0.00%2025-12-312026-01-27 KHC KRAFT HEINZ CO46 shares-78.30%2025-12-312026-01-27 UPS UNITED PARCEL SERVICE INC10 shares0.00%2025-12-312026-01-27 LUMN LUMEN TECHNOLOGIES INC117 shares0.00%2025-12-312026-01-27 ETH GRAYSCALE ETHEREUM MINI TR E24 shares0.00%2025-12-312026-01-27 USPX FRANKLIN TEMPLETON ETF TR2 shares0.00%2025-12-312026-01-27 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available