The Analysis of Keystone Financial Group's Holdings
Currently, Keystone Financial Group holds 454 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in IEMG (+209.9K shares, valued at $14.1M), DYNF (+198.7K shares, valued at $12.1M), BAI (+348.6K shares, valued at $11.6M); decreased their positions in LLY (-53.3K shares, valued at $57.3M), JQUA (-137.3K shares, valued at $8.7M), HEFA (-174.1K shares, valued at $7.2M); initiated new positions in ITA (+7.3K shares, valued at $1.6M), WBD (+45.3K shares, valued at $1.3M), N/A (+19.7K shares, valued at $1.3M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC341.6K shares-3.54%2025-12-312026-02-06
SPY SPDR S&P117.6K shares-2.08%2025-12-312026-02-06 PLTR PALANTIR TECHNOLOGIES248.8K shares0.02%2025-12-312026-02-06 SPYM STATE STREET523.9K shares3.34%2025-12-312026-02-06 VFLO VICTORYSHARES FREE1.0M shares34.64%2025-12-312026-02-06 TSLA TESLA INC90.5K shares5.00%2025-12-312026-02-06 VTI VANGUARD TOTAL119.8K shares4.37%2025-12-312026-02-06 NVDA NVIDIA CORP215.2K shares-0.57%2025-12-312026-02-06 SPYG STATE STREET349.7K shares3.32%2025-12-312026-02-06 DYNF ISHARES U S550.4K shares56.49%2025-12-312026-02-06 MSFT MICROSOFT CORP48.4K shares-2.22%2025-12-312026-02-06 VANGUARD S&P VANGUARD S&P36.0K shares4.72%2025-12-312026-02-06 AMZN AMAZON COM96.1K shares2.29%2025-12-312026-02-06 META META PLATFORMS32.9K shares4.16%2025-12-312026-02-06 JPM JPMORGAN CHASE59.0K shares8.59%2025-12-312026-02-06 AMD ADVANCED MICRO82.8K shares8.50%2025-12-312026-02-06 XLG INVESCO S&P287.1K shares71.49%2025-12-312026-02-06 IEMG ISHARES INC245.3K shares592.70%2025-12-312026-02-06 INVESCO QQQ INVESCO QQQ21.2K shares3.08%2025-12-312026-02-06 BUFR FIRST TRUST379.1K shares212.46%2025-12-312026-02-06 BRK.A BERKSHIRE HATHAWAY17 shares0.00%2025-12-312026-02-06 ALPHABET INC ALPHABET INC39.2K shares2.77%2025-12-312026-02-06 BND VANGUARD TOTAL164.6K shares19.53%2025-12-312026-02-06 BAI ISHARES A I359.2K shares3276.79%2025-12-312026-02-06 JQUA JPMORGAN US187.0K shares-42.33%2025-12-312026-02-06 VTV VANGUARD VALUE60.5K shares0.39%2025-12-312026-02-06 VUG VANGUARD GROWTH21.0K shares19.93%2025-12-312026-02-06 JNJ JOHNSON & JOHNSON48.0K shares2.91%2025-12-312026-02-06 TCAF T ROWE252.6K shares5.09%2025-12-312026-02-06 MTUM ISHARES MSCI37.8K shares51.28%2025-12-312026-02-06 ALPHABET INC ALPHABET INC29.4K shares4.17%2025-12-312026-02-06 IVV ISHARES TR12.4K shares1.68%2025-12-312026-02-06 THRO ISHARES U S218.1K shares8.97%2025-12-312026-02-06 ISHARES GOLD ISHARES GOLD101.6K shares62.73%2025-12-312026-02-06 VOOG VANGUARD S&P16.6K shares11.74%2025-12-312026-02-06 VIG VANGUARD DIVIDEND32.8K shares6.68%2025-12-312026-02-06 BIDD ISHARES INTL246.9K shares0.65%2025-12-312026-02-06 XOM EXXON MOBIL52.6K shares4.93%2025-12-312026-02-06 MCD MCDONALDS CORP20.6K shares2.29%2025-12-312026-02-06 TOTL STATE STREET155.4K shares-16.96%2025-12-312026-02-06 LOW LOWES COS INC25.7K shares3.04%2025-12-312026-02-06 SPTL STATE STREET231.3K shares-8.40%2025-12-312026-02-06 VOOV VANGUARD S&P29.6K shares26.80%2025-12-312026-02-06 T AT&T INC239.9K shares5.95%2025-12-312026-02-06 BA BOEING CO26.9K shares5.97%2025-12-312026-02-06 XLF STATE STREET104.1K shares52.83%2025-12-312026-02-06 MLN VANECK LONG312.6K shares5.86%2025-12-312026-02-06 QUAL ISHARES TR27.4K shares37.20%2025-12-312026-02-06 CFO VICTORYSHARES US73.5K shares-10.22%2025-12-312026-02-06 ITOT ISHARES TR36.5K shares3.75%2025-12-312026-02-06 IVE ISHARES TR25.4K shares440.80%2025-12-312026-02-06 VB VANGUARD SMALL20.9K shares4.20%2025-12-312026-02-06 VO VANGUARD MID18.1K shares0.44%2025-12-312026-02-06 PG PROCTER & GAMBLE36.5K shares0.09%2025-12-312026-02-06 SHLD GLOBAL X80.3K shares1419.07%2025-12-312026-02-06 XMPT VANECK CEF220.4K shares0.95%2025-12-312026-02-06 ABT ABBOTT LABS37.9K shares2.33%2025-12-312026-02-06 HYMB STATE STREET185.5K shares640.95%2025-12-312026-02-06 ABBV ABBVIE INC18.9K shares3.40%2025-12-312026-02-06 WMT WALMART INC37.2K shares25.72%2025-12-312026-02-06 DIS WALT DISNEY34.8K shares7.86%2025-12-312026-02-06 CVX CHEVRON CORP25.9K shares19.18%2025-12-312026-02-06 MDY SPDR S&P6.5K shares0.67%2025-12-312026-02-06 GBTC GRAYSCALE BITCOIN56.3K shares3.65%2025-12-312026-02-06 LLY ELI LILLY3.6K shares-93.72%2025-12-312026-02-06 INVESCO S&P INVESCO S&P19.7K shares8.56%2025-12-312026-02-06 IAGG ISHARES CORE74.0K shares-0.76%2025-12-312026-02-06 USMV ISHARES TR38.8K shares-2.39%2025-12-312026-02-06 VONE VANGUARD RUSSELL11.8K shares31.14%2025-12-312026-02-06 SPMB STATE STREET160.4K shares12.82%2025-12-312026-02-06 HD HOME DEPOT9.8K shares-2.78%2025-12-312026-02-06 DGRO ISHARES CORE48.5K shares-4.31%2025-12-312026-02-06 IVOO VANGUARD S&P28.6K shares-1.27%2025-12-312026-02-06 WFC-PL WELLS FARGO2.6K shares-5.06%2025-12-312026-02-06 SPYV STATE STREET54.5K shares-0.36%2025-12-312026-02-06 VIOO VANGUARD S&P26.9K shares1.20%2025-12-312026-02-06 DIA SPDR DOW6.2K shares11.25%2025-12-312026-02-06 XLK STATE STREET20.6K shares199.46%2025-12-312026-02-06 CMG CHIPOTLE MEXICAN78.4K shares2.45%2025-12-312026-02-06 LNC LINCOLN NATL CORP IN64.5K shares642.18%2025-12-312026-02-06 IJR ISHARES CORE23.6K shares1.17%2025-12-312026-02-06 PM PHILIP MORRIS17.5K shares5.05%2025-12-312026-02-06 NFLX NETFLIX INC29.7K shares849.31%2025-12-312026-02-06 RDVY FIRST TRUST40.0K shares10.25%2025-12-312026-02-06 BROADCOM INC BROADCOM INC8.0K shares6.30%2025-12-312026-02-06 BINC ISHARES FLEXIBLE52.0K shares15.62%2025-12-312026-02-06 NKE NIKE INC42.6K shares-9.26%2025-12-312026-02-06 PEP PEPSICO INC18.7K shares17.07%2025-12-312026-02-06 V VISA INC7.4K shares1.88%2025-12-312026-02-06 CGUS CAPITAL GROUP61.4K shares16.26%2025-12-312026-02-06 IXN ISHARES TR22.8K shares1.19%2025-12-312026-02-06 KO COCA COLA CO34.1K shares0.15%2025-12-312026-02-06 CRWD CROWDSTRIKE HOLDINGS5.0K shares37.91%2025-12-312026-02-06 VYM VANGUARD HIGH16.0K shares0.20%2025-12-312026-02-06 IEFA ISHARES CORE25.6K shares12.22%2025-12-312026-02-06 CGGR CAPITAL GROUP51.4K shares104.18%2025-12-312026-02-06 SLV ISHARES SILVER34.8K shares140.53%2025-12-312026-02-06 XLE STATE STREET49.3K shares107.83%2025-12-312026-02-06 IONQ IONQ INC47.1K shares59.85%2025-12-312026-02-06 CDC VICTORYSHARES U S31.8K shares-6.35%2025-12-312026-02-06 XLU STATE STREET47.7K shares112.38%2025-12-312026-02-06 GLD SPDR GOLD5.1K shares50.43%2025-12-312026-02-06 GE AEROSPACE GE AEROSPACE6.4K shares0.47%2025-12-312026-02-06 FMB FIRST TRUST38.0K shares-15.78%2025-12-312026-02-06 CGDV CAPITAL GROUP44.4K shares82.34%2025-12-312026-02-06 CFA VICTORYSHARES US21.0K shares-7.26%2025-12-312026-02-06 LAM RESEARCH LAM RESEARCH11.1K shares80.76%2025-12-312026-02-06 VCRB VANGUARD CORE23.9K shares251.31%2025-12-312026-02-06 PANW PALO ALTO9.6K shares14.89%2025-12-312026-02-06 CSCO CISCO SYS INC22.8K shares1.03%2025-12-312026-02-06 TSM TAIWAN SEMICONDUCTOR5.7K shares54.84%2025-12-312026-02-06 VGT VANGUARD WORLD FD2.3K shares13.24%2025-12-312026-02-06 ALB-PA ALBEMARLE CORP28.8K shares1.05%2025-12-312026-02-06 MGK VANGUARD MEGA4.1K shares9.57%2025-12-312026-02-06 IBM IBM CORP5.7K shares10.41%2025-12-312026-02-06 PFE PFIZER INC67.9K shares-28.67%2025-12-312026-02-06 NSC NORFOLK SOUTHERN5.8K shares0.09%2025-12-312026-02-06 SOXX ISHARES SEMICONDUCTOR5.4K shares14.49%2025-12-312026-02-06 FYX FIRST TRUST14.4K shares7.32%2025-12-312026-02-06 HIMU ISHARES HIGH33.5K shares22.58%2025-12-312026-02-06 SCHG SCHWAB US49.9K shares-8.24%2025-12-312026-02-06 JPST JPMORGAN31.6K shares269.44%2025-12-312026-02-06 FLXR TCW FLEXIBLE40.3K shares136.90%2025-12-312026-02-06 ITA ISHARES TR7.3K sharesnew addition2025-12-312026-02-06 LMT LOCKHEED MARTIN3.2K shares12.86%2025-12-312026-02-06 IUSG ISHARES S&P9.0K shares-9.25%2025-12-312026-02-06 IJH ISHARES CORE22.8K shares3.18%2025-12-312026-02-06 IQLT ISHARES TR32.4K shares0.89%2025-12-312026-02-06 BAC BANK AMERICA26.5K shares-6.61%2025-12-312026-02-06 CAT CATERPILLAR INC2.5K shares199.65%2025-12-312026-02-06 ABNB AIRBNB INC10.7K shares14.09%2025-12-312026-02-06 EPD ENTERPRISE PRODUCTS44.6K shares18.49%2025-12-312026-02-06 MPC MARATHON PETROLEUM8.8K shares0.47%2025-12-312026-02-06 VEU VANGUARD FTSE19.3K shares-1.98%2025-12-312026-02-06 FVD FIRST TRUST30.3K shares14.74%2025-12-312026-02-06 MMM 3M CO8.4K shares1.49%2025-12-312026-02-06 XLI STATE STREET8.7K shares56.76%2025-12-312026-02-06 NEE NEXTERA ENERGY16.7K shares9.10%2025-12-312026-02-06 DUKE ENERGY DUKE ENERGY11.2K shares3.97%2025-12-312026-02-06 ORCL ORACLE CORP6.7K shares4.07%2025-12-312026-02-06 WBD WARNER BROS45.3K sharesnew addition2025-12-312026-02-06 UNILEVER PLC UNILEVER PLC19.7K sharesnew addition2025-12-312026-02-06 COST COSTCO WHOLESALE1.5K shares11.58%2025-12-312026-02-06 VSDA VICTORYSHARES DIVIDEND23.4K shares9.23%2025-12-312026-02-06 VEA VANGUARD FTSE19.5K shares1.56%2025-12-312026-02-06 IP INTL PAPER30.8K shares-3.14%2025-12-312026-02-06 NIE VIRTUS EQUITY48.6K shares-4.61%2025-12-312026-02-06 SPDW SPDR DEVELOPED27.3K shares8.28%2025-12-312026-02-06 VFMV VANGUARD US9.0K shares-1.49%2025-12-312026-02-06 AEP AMERICAN ELECTRIC10.2K shares4.64%2025-12-312026-02-06 ET ENERGY TRANSFER70.5K shares-17.60%2025-12-312026-02-06 VFVA VANGUARD US8.7K shares10.38%2025-12-312026-02-06 SO SOUTHERN COMPANY13.1K shares3.94%2025-12-312026-02-06 TJX TJX COS7.4K shares0.33%2025-12-312026-02-06 QCOM QUALCOMM INC6.5K shares-5.76%2025-12-312026-02-06 ENB ENBRIDGE INC23.3K shares4.13%2025-12-312026-02-06 VZ VERIZON COMMUNICATIONS27.1K shares-4.66%2025-12-312026-02-06 CGBL CAPITAL GROUP31.2K shares243.94%2025-12-312026-02-06 MOAT VANECK MORNINGSTAR10.6K shares1.18%2025-12-312026-02-06 FTCS FIRST TRUST11.8K shares-6.17%2025-12-312026-02-06 MU MICRON TECHNOLOGY INC3.8K sharesnew addition2025-12-312026-02-06 D DOMINION ENERGY18.3K shares7.09%2025-12-312026-02-06 TEVA TEVA PHARMACEUTICAL34.3K shares-12.84%2025-12-312026-02-06 QQQM INVESCO NASDAQ4.2K shares38.29%2025-12-312026-02-06 XLV STATE STREET6.8K shares-2.89%2025-12-312026-02-06 FDX FEDEX CORP3.6K shares-2.85%2025-12-312026-02-06 IBIT ISHARES BITCOIN20.8K shares17.12%2025-12-312026-02-06 VXUS VANGUARD TOTAL13.6K shares42.53%2025-12-312026-02-06 BILS STATE STREET10.2K shares9.56%2025-12-312026-02-06 APAM ARTISAN PARTNERS24.8K shares0.00%2025-12-312026-02-06 VV VANGUARD LARGE3.2K shares0.03%2025-12-312026-02-06 TER TERADYNE INC5.1K sharesnew addition2025-12-312026-02-06 BTI BRITISH AMERN17.6K shares-0.52%2025-12-312026-02-06 WDC WESTERN DIGITAL5.8K sharesnew addition2025-12-312026-02-06 UPS UNITED PARCEL9.9K shares-6.71%2025-12-312026-02-06 OLLI OLLIES BARGAIN8.9K shares-2.01%2025-12-312026-02-06 QYLD GLOBAL X54.6K shares19.48%2025-12-312026-02-06 RH RH5.4K shares-31.00%2025-12-312026-02-06 MDYV STATE STREET11.3K shares1.10%2025-12-312026-02-06 SLYV STATE STREET10.2K shares3.43%2025-12-312026-02-06 VONG VANGUARD RUSSELL7.6K shares1.17%2025-12-312026-02-06 MGV VANGUARD MEGA6.2K shares19.87%2025-12-312026-02-06 ITW ILLINOIS TOOL3.5K shares-1.09%2025-12-312026-02-06 DE DEERE & CO1.8K shares2.12%2025-12-312026-02-06 GRID FIRST TRUST5.5K shares58.81%2025-12-312026-02-06 AIQ GLOBAL X16.4K shares22.65%2025-12-312026-02-06 DNP DNP SELECT82.8K shares-0.79%2025-12-312026-02-06 BK BANK NEW YORK7.1K shares1.52%2025-12-312026-02-06 FV FIRST TRUST12.9K shares-7.14%2025-12-312026-02-06 JAAA JANUS HENDERSON15.8K shares79.89%2025-12-312026-02-06 BOTZ GLOBAL X22.0K shares13.78%2025-12-312026-02-06 SDVY FIRST TRUST20.5K shares-68.77%2025-12-312026-02-06 VTHR VANGUARD RUSSELL2.6K shares0.00%2025-12-312026-02-06 QQQI NEOS NASDAQ14.6K shares264.50%2025-12-312026-02-06 AXP AMERICAN EXPRESS2.1K shares1.73%2025-12-312026-02-06 XLP STATE STREET10.1K shares-1.56%2025-12-312026-02-06 CSX CSX CORP21.4K shares0.98%2025-12-312026-02-06 FDL FIRST TRUST16.9K shares20.13%2025-12-312026-02-06 SIZE ISHARES MSCI4.6K shares0.00%2025-12-312026-02-06 USB U S BANCORP DE13.8K shares-2.22%2025-12-312026-02-06 KMB KIMBERLY CLARK7.3K shares128.32%2025-12-312026-02-06 DEO DIAGEO PLC8.5K shares6.79%2025-12-312026-02-06 AB ALLIANCE BERNSTEIN18.9K shares-1.15%2025-12-312026-02-06 TMFC MOTLEY FOOL10.1K shares-5.41%2025-12-312026-02-06 FTV FORTIVE CORP13.0K shares98.85%2025-12-312026-02-06 VWO VANGUARD FSTE13.1K shares8.40%2025-12-312026-02-06 SDY STATE STREET5.0K sharesnew addition2025-12-312026-02-06 EMLP FIRST TRUST18.4K shares0.14%2025-12-312026-02-06 NEAR ISHARES SHORT13.6K sharesnew addition2025-12-312026-02-06 BDX BECTON DICKINSON3.5K shares0.00%2025-12-312026-02-06 RTX RTX CORP3.7K shares32.49%2025-12-312026-02-06 FNDF SCHWAB FUNDAMENTAL15.0K shares13.91%2025-12-312026-02-06 KR KROGER CO10.8K shares2.05%2025-12-312026-02-06 ELV ELEVANCE HEALTH1.9K shares16.75%2025-12-312026-02-06 KLAC KLA CORP554 shares-5.62%2025-12-312026-02-06 MA MASTERCARD INC1.2K shares-5.08%2025-12-312026-02-06 CGMU CAPITAL GROUP24.3K shares33.63%2025-12-312026-02-06 MO ALTRIA GROUP11.5K shares-6.95%2025-12-312026-02-06 TFLO ISHARES TREASURY13.1K shares-21.37%2025-12-312026-02-06 RGTI RIGETTI COMPUTING29.8K shares-8.58%2025-12-312026-02-06 SPSM STATE STREET14.0K shares93.22%2025-12-312026-02-06 WFC WELLS FARGO7.0K shares6.87%2025-12-312026-02-06 ESGV VANGUARD ESG5.3K shares25.11%2025-12-312026-02-06 QLTA ISHARES AAA13.4K shares-0.42%2025-12-312026-02-06 TOST TOAST INC17.7K sharesnew addition2025-12-312026-02-06 COWZ PACER US10.3K shares26.41%2025-12-312026-02-06 TRV TRAVELERS COS2.1K shares0.66%2025-12-312026-02-06 PZA INVESCO NATIONAL26.4K sharesnew addition2025-12-312026-02-06 WM WASTE MANAGEMENT2.8K shares1.72%2025-12-312026-02-06 RLY STATE STREET18.8K shares-1.34%2025-12-312026-02-06 WELL WELLTOWER INC3.2K shares8.76%2025-12-312026-02-06 VCIT VANGUARD INTERMEDIATE6.9K shares21.70%2025-12-312026-02-06 CTBI COMMUNITY TRUST10.2K shares0.40%2025-12-312026-02-06 SECT MAIN SECTOR8.6K sharesnew addition2025-12-312026-02-06 SLB SLB LTD14.4K shares127.90%2025-12-312026-02-06 SPTS STATE STREET18.8K shares24.46%2025-12-312026-02-06 GS GOLDMAN SACHS621 shares23.21%2025-12-312026-02-06 FBND FIDELITY TOTAL11.8K shares18.46%2025-12-312026-02-06 UNH UNITEDHEALTH GROUP1.6K shares-0.60%2025-12-312026-02-06 UITB VICTORYSHARES CORE11.4K shares18.75%2025-12-312026-02-06 GILD GILEAD SCIENCES4.4K shares27.31%2025-12-312026-02-06 XSOE WISDOMTREE EMERGING13.7K shares7.74%2025-12-312026-02-06 TPB TURNING POINT4.9K shares-4.74%2025-12-312026-02-06 VST VISTRA CORP3.3K shares14.75%2025-12-312026-02-06 EFAV ISHARES MSCI6.2K shares3.19%2025-12-312026-02-06 SGI SOMNIGROUP INTERNATIONAL5.9K shares-7.49%2025-12-312026-02-06 XNTK STATE STREET1.9K shares-3.30%2025-12-312026-02-06 O REALTY INCOME9.4K shares-5.59%2025-12-312026-02-06 AMGN AMGEN INC1.6K shares10.34%2025-12-312026-02-06 QEFA SPDR INDEX5.8K shares86.79%2025-12-312026-02-06 TMO THERMO FISHER895 shares0.22%2025-12-312026-02-06 TLT ISHARES 205.9K shares-21.80%2025-12-312026-02-06 SPMD STATE STREET8.8K shares124.75%2025-12-312026-02-06 COIN COINBASE GLOBAL2.3K shares-5.36%2025-12-312026-02-06 ZAP GLOBAL X17.3K sharesnew addition2025-12-312026-02-06 PFF ISHARES PFD16.0K shares-32.74%2025-12-312026-02-06 SDOG ALPS SECTOR8.2K shares31.58%2025-12-312026-02-06 LINDE PLC LINDE PLC1.2K shares0.96%2025-12-312026-02-06 INTC INTEL CORP13.1K shares-0.22%2025-12-312026-02-06 TGRT T ROWE10.7K shares41.94%2025-12-312026-02-06 SPTM STATE STREET5.7K shares-0.74%2025-12-312026-02-06 IVW ISHARES TR3.8K shares7.47%2025-12-312026-02-06 NOBL PROSHARES S&P4.5K shares2.29%2025-12-312026-02-06 ECL ECOLAB INC1.7K shares-5.50%2025-12-312026-02-06 PRME PRIME MEDICINE129.7K sharesnew addition2025-12-312026-02-06 RAL RALLIANT CORP8.8K sharesnew addition2025-12-312026-02-06 GSK PLC GSK PLC9.1K shares0.12%2025-12-312026-02-06 CIBR FIRST TRUST6.2K shares0.15%2025-12-312026-02-06 BF.B BROWN FORMAN CORP CL B16.8K shares19.04%2025-12-312026-02-06 IDV ISHARES INTL11.0K shares-0.15%2025-12-312026-02-06 PAVE GLOBAL X9.1K shares19.02%2025-12-312026-02-06 GLW CORNING INC5.0K shares3.68%2025-12-312026-02-06 VLU STATE STREET2.0K shares16.48%2025-12-312026-02-06 VXF VANGUARD EXTENDED2.1K shares24.52%2025-12-312026-02-06 ETB EATON VANCE28.1K sharesnew addition2025-12-312026-02-06 CEG CONSTELLATION ENERGY1.2K shares-6.54%2025-12-312026-02-06 TFC TRUIST FINANCIAL8.5K shares-2.33%2025-12-312026-02-06 MINT PIMCO EHNANCED4.1K shares-6.55%2025-12-312026-02-06 VTEB VANGUARD MUNICIPAL8.2K shares-8.72%2025-12-312026-02-06 FIS FIDELITY NATIONAL6.2K shares-1.08%2025-12-312026-02-06 FVC FIRST TRUST11.3K shares-0.89%2025-12-312026-02-06 MGC VANGUARD MEGA1.6K shares0.43%2025-12-312026-02-06 FDN FIRST TRUST1.5K shares-4.23%2025-12-312026-02-06 OUNZ VANECK MERK9.8K shares5.37%2025-12-312026-02-06 ALL ALLSTATE CORP1.9K shares-2.54%2025-12-312026-02-06 IBB ISHARES BIOTECHNOLOGY2.4K shares-9.48%2025-12-312026-02-06 BMY BRISTOL MYERS7.4K shares8.29%2025-12-312026-02-06 XLY STATE STREET3.3K shares109.54%2025-12-312026-02-06 GOVT ISHARES U S17.1K shares-25.44%2025-12-312026-02-06 SCHF SCHWAB INTL16.3K shares0.72%2025-12-312026-02-06 AMAT APPLIED MATERIALS1.5K shares33.36%2025-12-312026-02-06 ASML ASML HOLDING358 shares33.09%2025-12-312026-02-06 VPLS VANGUARD CORE4.9K shares37.94%2025-12-312026-02-06 TROW T ROWE3.7K shares2.21%2025-12-312026-02-06 AVUV AVANTIS U S3.7K shares-0.24%2025-12-312026-02-06 CGXU CAPITAL GROUP12.7K sharesnew addition2025-12-312026-02-06 CORP PIMCO INVESTMENT3.8K shares37.31%2025-12-312026-02-06 CENCORA INC CENCORA INC1.1K shares0.00%2025-12-312026-02-06 GEV GE VERNOVA565 shares-57.52%2025-12-312026-02-06 SHOP SHOPIFY INC2.3K shares28.56%2025-12-312026-02-06 AMP AMERIPRISE FINL INC736 shares0.00%2025-12-312026-02-06 ALERIAN MLP ALERIAN MLP7.7K shares9.37%2025-12-312026-02-06 EBS EMERGENT BIOSOLUTIONS29.1K shares-4.08%2025-12-312026-02-06 ADBE ADOBE INC1.0K shares6.56%2025-12-312026-02-06 CGCB CAPITAL GROUP13.3K sharesnew addition2025-12-312026-02-06 INVESCO S&P INVESCO S&P4.9K shares5.01%2025-12-312026-02-06 EVRG EVERGY INC4.8K shares50.12%2025-12-312026-02-06 ROCKET LAB ROCKET LAB5.0K sharesnew addition2025-12-312026-02-06 HYGW ISHARES HIGH11.6K sharesnew addition2025-12-312026-02-06 SCHD SCHWAB US12.6K shares35.13%2025-12-312026-02-06 FIXD FIRST TRUST7.8K shares22.45%2025-12-312026-02-06 EMR EMERSON ELECTRIC2.6K shares6.61%2025-12-312026-02-06 YUM YUM BRANDS INC2.3K shares18.99%2025-12-312026-02-06 QEMM SPDR INDEX5.2K sharesnew addition2025-12-312026-02-06 IUSB ISHARES CORE7.3K shares17.93%2025-12-312026-02-06 MP MP MATERIALS6.8K sharesnew addition2025-12-312026-02-06 ACWV ISHARES MSCI2.8K shares-15.39%2025-12-312026-02-06 SPBO STATE STREET11.5K sharesnew addition2025-12-312026-02-06 LOGI LOGITECH INTL3.3K shares0.00%2025-12-312026-02-06 ATI ATI INC2.9K shares0.88%2025-12-312026-02-06 VBR VANGUARD SMALL1.6K shares9.21%2025-12-312026-02-06 TXN TEXAS INSTRS INC1.9K shares38.33%2025-12-312026-02-06 CIL VICTORYSHARES INTL6.1K shares-0.64%2025-12-312026-02-06 SPYI NEOS S&P6.2K sharesnew addition2025-12-312026-02-06 XES STATE STREET4.0K shares0.00%2025-12-312026-02-06 HEI HEICO CORP NEW1.0K sharesnew addition2025-12-312026-02-06 IFF INTL FLAVOR & FRAGRANCE4.8K sharesnew addition2025-12-312026-02-06 RCS PIMCO STRATEGIC57.9K shares7.44%2025-12-312026-02-06 KRE SPDR S&P5.0K shares20.00%2025-12-312026-02-06 ALB ALBEMARLE CORP2.3K sharesnew addition2025-12-312026-02-06 IWF ISHARES RUSSELL677 shares0.00%2025-12-312026-02-06 VHT VANGUARD HEALTH1.1K shares0.09%2025-12-312026-02-06 PNC PNC FINANCIAL1.5K shares4.80%2025-12-312026-02-06 VIGI VANGUARD INTERNATIONAL3.5K shares0.20%2025-12-312026-02-06 BUD ANHEUSER BUSCH4.9K shares-7.99%2025-12-312026-02-06 SPEU SPDR EUROPE6.0K shares-6.25%2025-12-312026-02-06 GSLC GOLDMAN SACHS2.4K shares0.13%2025-12-312026-02-06 SCCO SOUTHERN COPPER2.2K shares1.79%2025-12-312026-02-06 NVS NOVARTIS AG2.2K shares30.88%2025-12-312026-02-06 IXUS ISHARES CORE3.6K shares-1.07%2025-12-312026-02-06 MS MORGAN STANLEY1.7K shares6.89%2025-12-312026-02-06 HIMS HIMS & HERS9.2K shares36.88%2025-12-312026-02-06 HIG HARTFORD INSURANCE2.2K shares0.00%2025-12-312026-02-06 SOLV SOLVENTUM CORP3.7K shares3.29%2025-12-312026-02-06 RCL ROYAL CARIBBEAN1.1K shares-8.62%2025-12-312026-02-06 SHW SHERWIN WILLIAMS903 shares-8.70%2025-12-312026-02-06 BNDX VANGUARD TOTAL6.0K shares-11.00%2025-12-312026-02-06 EMLC VANECK JPM11.1K sharesnew addition2025-12-312026-02-06 XAR STATE STREER1.2K shares3.89%2025-12-312026-02-06 MDLZ MONDELEZ INTL INC5.3K shares1.51%2025-12-312026-02-06 HSY HERSHEY CO1.5K sharesnew addition2025-12-312026-02-06 JEPQ JPMORGAN4.8K sharesnew addition2025-12-312026-02-06 RIO RIO TINTO3.5K sharesnew addition2025-12-312026-02-06 EL ESTEE LAUDER2.7K shares-0.60%2025-12-312026-02-06 BST BLACKROCK SCIENCE6.9K shares2.23%2025-12-312026-02-06 FPE FIRST TRUST15.3K shares26.81%2025-12-312026-02-06 PULS PGIM ULTRA5.6K shares-1.58%2025-12-312026-02-06 SONO SONOS INC15.9K shares-3.22%2025-12-312026-02-06 APD AIR PRODUCTS1.1K shares2.28%2025-12-312026-02-06 KKR & CO KKR & CO2.2K shares0.51%2025-12-312026-02-06 PDP INVESCO DORSEY2.4K shares15.41%2025-12-312026-02-06 COP CONOCOPHILLIPS2.9K shares2.63%2025-12-312026-02-06 SPIP STATE STREET10.4K shares-21.56%2025-12-312026-02-06 OKE ONEOK INC3.6K shares-45.39%2025-12-312026-02-06 DTCR GLOBAL X12.7K sharesnew addition2025-12-312026-02-06 WEC ENERGY WEC ENERGY2.5K shares-17.08%2025-12-312026-02-06 ACHR ARCHER AVIATION35.3K shares252.99%2025-12-312026-02-06 GEHC GE HEALTHCARE3.2K shares17.51%2025-12-312026-02-06 AXON AXON ENTERPRISE456 shares-48.53%2025-12-312026-02-06 CGMS CAPITAL GROUP9.3K sharesnew addition2025-12-312026-02-06 ADI ANALOG DEVICES947 shares6.76%2025-12-312026-02-06 MLPA GLOBAL X5.3K shares7.31%2025-12-312026-02-06 HEFA ISHARES CURRENCY6.2K shares-96.58%2025-12-312026-02-06 WSC WILLSCOT HOLDINGS13.5K shares52.83%2025-12-312026-02-06 MDIV FIRST TRUST16.1K shares-7.46%2025-12-312026-02-06 IVOV VANGUARD S&P2.5K shares0.32%2025-12-312026-02-06 FLQM FRANKLIN US4.5K sharesnew addition2025-12-312026-02-06 MAR MARRIOTT INTL807 shares-36.76%2025-12-312026-02-06 SPHY STATE STREET10.5K shares-4.12%2025-12-312026-02-06 VNQ VANGUARD REAL2.8K shares-8.18%2025-12-312026-02-06 FSK FS KKR16.6K shares-7.75%2025-12-312026-02-06 TGT TARGET CORP2.5K sharesnew addition2025-12-312026-02-06 USFR WISDOMTREE FLOATING4.9K shares2.06%2025-12-312026-02-06 UBER UBER TECHNOLOGIES3.0K shares23.83%2025-12-312026-02-06 BP BP PLC6.9K shares-13.09%2025-12-312026-02-06 CMI CUMMINS INC472 sharesnew addition2025-12-312026-02-06 URA GLOBAL X5.6K sharesnew addition2025-12-312026-02-06 MUB ISHARES NATIONAL2.2K shares-20.90%2025-12-312026-02-06 UNP UNION PACIFIC CORP1.0K sharesnew addition2025-12-312026-02-06 CRM SALESFORCE INC890 shares-40.03%2025-12-312026-02-06 WINN HARBOR LONG7.6K shares0.00%2025-12-312026-02-06 FXI ISHARES CHINA6.1K sharesnew addition2025-12-312026-02-06 SPTI STATE STREET8.1K sharesnew addition2025-12-312026-02-06 F FORD MOTOR17.6K shares25.29%2025-12-312026-02-06 HTGC HERCULES CAPITAL12.2K shares0.00%2025-12-312026-02-06 CALF PACER U S5.1K sharesnew addition2025-12-312026-02-06 PFFD GLOBAL X12.0K shares3.76%2025-12-312026-02-06 BLV VANGUARD LONG3.2K sharesnew addition2025-12-312026-02-06 BSCQ INVESCO BULLETSHARES11.4K shares0.00%2025-12-312026-02-06 ORLY O REILLY AUTOMOTIVE2.5K shares-0.81%2025-12-312026-02-06 ILMN ILLUMINA INC1.7K sharesnew addition2025-12-312026-02-06 IRM IRON MOUNTAIN2.7K shares0.00%2025-12-312026-02-06 CHDN CHURCHILL DOWNS2.0K sharesnew addition2025-12-312026-02-06 BEN FRANKLIN RESOURCES9.3K shares0.43%2025-12-312026-02-06 AGG ISHARES TR2.2K shares-4.87%2025-12-312026-02-06 STATE STREET STATE STREET2.3K shares-4.38%2025-12-312026-02-06 KVUE KENVUE INC12.6K shares-16.77%2025-12-312026-02-06 RWO SPDR DOW4.7K sharesnew addition2025-12-312026-02-06 BB BLACKBERRY LTD56.1K shares-18.11%2025-12-312026-02-06 NOV NOV INC13.5K shares-1.13%2025-12-312026-02-06 DAL DELTA AIRLINES3.0K sharesnew addition2025-12-312026-02-06 PAA PLAINS ALL11.7K shares4.48%2025-12-312026-02-06 HLN HALEON PLC20.6K shares-3.11%2025-12-312026-02-06 XME STATE STREET2.0K sharesnew addition2025-12-312026-02-06 BUFG FIRST TRUST7.5K sharesnew addition2025-12-312026-02-06 SPHQ INVESCO S&P2.7K sharesnew addition2025-12-312026-02-06 SBIO ALPS MEDICAL4.0K sharesnew addition2025-12-312026-02-06 NXPI NXP SEMICONDUCTORS942 sharesnew addition2025-12-312026-02-06 SCHW SCHWAB CHARLES2.0K shares-24.39%2025-12-312026-02-06 SBUX STARBUCKS CORP2.4K shares-29.12%2025-12-312026-02-06 SUPER MICRO SUPER MICRO6.9K shares-2.61%2025-12-312026-02-06 IWM ISHARES RUSSELL820 sharesnew addition2025-12-312026-02-06 LUMN LUMEN TECHNOLOGIES25.8K shares-6.07%2025-12-312026-02-06 RSG REPUBLIC SERVICES944 shares0.53%2025-12-312026-02-06 AGNC AGNC INVESTMENT18.3K sharesnew addition2025-12-312026-02-06 METCB RAMACO RESOURCES14.6K shares-28.22%2025-12-312026-02-06 BGB BLACKSTONE STRATEGIC11.5K shares-0.43%2025-12-312026-02-06 BBAI BIGBEAR AI23.9K shares12.80%2025-12-312026-02-06 CRBU CARIBOU BIOSCIENCES80.5K shares25.79%2025-12-312026-02-06 PCN PIMCO CORPORATE10.0K shares0.00%2025-12-312026-02-06 RQI COHEN & STEERS10.6K shares-0.14%2025-12-312026-02-06 NEA NUVEEN AMT10.4K sharesnew addition2025-12-312026-02-06 GRAB GRAB HOLDINGS22.2K shares-84.96%2025-12-312026-02-06 NWL NEWELL BRANDS24.1K shares-3.34%2025-12-312026-02-06 AIRG AIRGAIN INC16.8K shares-15.18%2025-12-312026-02-06 RXRX RECURSION PHARMS14.0K sharesnew addition2025-12-312026-02-06 LRMR LARIMAR THERAPEUTICS13.0K shares0.00%2025-12-312026-02-06 UPXI UPEXI INC27.3K sharesnew addition2025-12-312026-02-06 DGNX DIGINEX LTD10.0K sharesnew addition2025-12-312026-02-06 NAK NORTHERN DYNASTY18.0K shares80.00%2025-12-312026-02-06 EDIT EDITAS MEDICINE14.1K shares0.36%2025-12-312026-02-06 IBRX IMMUNITYBIO INC10.0K shares0.00%2025-12-312026-02-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available