The Analysis of KPP Advisory Services LLC's Holdings
Currently, KPP Advisory Services LLC holds 328 types of securities in its portfolio with a total value $688.6M. In the most recent quarter, they have increased their positions in EQWL (+64.9K shares, valued at $7.7M), GLDM (+51.8K shares, valued at $4.4M), CGDV (+83.8K shares, valued at $3.7M); decreased their positions in DGRW (-49.3K shares, valued at $4.4M), SPY (-5.0K shares, valued at $3.4M), TSLA (-6.3K shares, valued at $2.8M); initiated new positions in EQWL (+64.9K shares, valued at $7.7M), GRID (+21.0K shares, valued at $3.2M), DIS (+16.5K shares, valued at $1.9M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
QQQM INVESCO EXCH TRADED FD TR II128.6K shares-1.82%2025-12-312026-02-02
IVV ISHARES TR30.7K shares-8.28%2025-12-312026-02-02 AAPL APPLE INC73.4K shares-0.95%2025-12-312026-02-02 XMHQ INVESCO EXCHANGE TRADED FD T189.3K shares1.63%2025-12-312026-02-02 JHMM JOHN HANCOCK EXCHANGE TRADED278.9K shares4.04%2025-12-312026-02-02 MSFT MICROSOFT CORP34.7K shares0.22%2025-12-312026-02-02 NVDA NVIDIA CORPORATION88.2K shares-0.31%2025-12-312026-02-02 DFUS DIMENSIONAL ETF TRUST197.6K shares6.81%2025-12-312026-02-02 CGDV CAPITAL GROUP DIVIDEND VALUE332.5K shares33.70%2025-12-312026-02-02 TSLA TESLA INC30.6K shares-17.10%2025-12-312026-02-02 DGRO ISHARES TR180.6K shares-13.23%2025-12-312026-02-02 AMZN AMAZON COM INC51.1K shares1.08%2025-12-312026-02-02 FTGS FIRST TR EXCHANGE-TRADED FD308.9K shares1.30%2025-12-312026-02-02 XLG INVESCO EXCHANGE TRADED FD T161.1K shares14.13%2025-12-312026-02-02 AVUV AMERICAN CENTY ETF TR79.6K shares9.17%2025-12-312026-02-02 GLDM WORLD GOLD TR94.4K shares121.84%2025-12-312026-02-02 CGGR CAPITAL GROUP GROWTH ETF172.7K shares13.27%2025-12-312026-02-02 EQWL INVESCO EXCHANGE TRADED FD T64.9K sharesnew addition2025-12-312026-02-02 DFAS DIMENSIONAL ETF TRUST107.3K shares4.95%2025-12-312026-02-02 SDVY FIRST TR EXCHANGE-TRADED FD179.2K shares-2.99%2025-12-312026-02-02 VOE VANGUARD INDEX FDS38.7K shares-5.59%2025-12-312026-02-02 ALPHABET INC ALPHABET INC21.5K shares2.07%2025-12-312026-02-02 SPHQ INVESCO EXCHANGE TRADED FD T88.0K shares5.81%2025-12-312026-02-02 JPM JPMORGAN CHASE & CO.17.9K shares4.57%2025-12-312026-02-02 IJR ISHARES TR47.0K shares1.28%2025-12-312026-02-02 BUFR FIRST TR EXCHNG TRADED FD VI163.9K shares20.25%2025-12-312026-02-02 FLQM FRANKLIN TEMPLETON ETF TR94.2K shares15.74%2025-12-312026-02-02 ILOW AB ACTIVE ETFS INC120.3K shares24.09%2025-12-312026-02-02 BROADCOM INC BROADCOM INC14.8K shares-4.78%2025-12-312026-02-02 FWD AB ACTIVE ETFS INC48.8K shares183.32%2025-12-312026-02-02 QUAL ISHARES TR25.0K shares-10.47%2025-12-312026-02-02 FTCS FIRST TR EXCHANGE-TRADED FD51.5K shares10.36%2025-12-312026-02-02 PG PROCTER AND GAMBLE CO32.3K shares130.88%2025-12-312026-02-02 SCHG SCHWAB STRATEGIC TR141.9K shares8.60%2025-12-312026-02-02 PPA INVESCO EXCHANGE TRADED FD T29.2K shares22.48%2025-12-312026-02-02 VBR VANGUARD INDEX FDS20.9K shares-36.54%2025-12-312026-02-02 SCHV SCHWAB STRATEGIC TR145.9K shares11.02%2025-12-312026-02-02 XOM EXXON MOBIL CORP33.0K shares-2.21%2025-12-312026-02-02 FEX FIRST TR EXCHANGE-TRADED ALP31.8K shares1.08%2025-12-312026-02-02 MO ALTRIA GROUP INC64.7K shares4.03%2025-12-312026-02-02 LLY ELI LILLY & CO3.5K shares-10.61%2025-12-312026-02-02 FVD FIRST TR EXCHANGE-TRADED FD79.4K shares-0.94%2025-12-312026-02-02 IJH ISHARES TR54.8K shares-2.75%2025-12-312026-02-02 SYFI AB ACTIVE ETFS INC99.6K shares7.90%2025-12-312026-02-02 META META PLATFORMS INC5.4K shares-4.98%2025-12-312026-02-02 T AT&T INC133.8K shares-2.21%2025-12-312026-02-02 CRM SALESFORCE INC12.1K shares-1.11%2025-12-312026-02-02 GRID FIRST TR EXCHANGE TRADED FD21.0K sharesnew addition2025-12-312026-02-02 XNTK SPDR SERIES TRUST11.1K shares-3.02%2025-12-312026-02-02 VBK VANGUARD INDEX FDS9.9K shares1.17%2025-12-312026-02-02 NOBL PROSHARES TR28.7K shares-2.80%2025-12-312026-02-02 VOT VANGUARD INDEX FDS10.4K shares0.86%2025-12-312026-02-02 PWR QUANTA SVCS INC6.7K shares2.41%2025-12-312026-02-02 JNJ JOHNSON & JOHNSON13.5K shares2.11%2025-12-312026-02-02 RECS COLUMBIA ETF TR I67.5K shares45.39%2025-12-312026-02-02 VFLO VICTORY PORTFOLIOS II69.4K shares3.07%2025-12-312026-02-02 PH PARKER-HANNIFIN CORP3.0K shares2.23%2025-12-312026-02-02 RDVI FIRST TR EXCHANGE-TRADED FD99.4K shares12.47%2025-12-312026-02-02 ALPHABET INC ALPHABET INC7.9K shares-8.29%2025-12-312026-02-02 TMO THERMO FISHER SCIENTIFIC INC4.3K shares0.19%2025-12-312026-02-02 HD HOME DEPOT INC7.2K shares1.10%2025-12-312026-02-02 VUG VANGUARD INDEX FDS4.9K shares0.78%2025-12-312026-02-02 FLXR TCW ETF TRUST59.8K shares21.52%2025-12-312026-02-02 CITIGROUP INC CITIGROUP INC20.3K shares-7.35%2025-12-312026-02-02 BAC BANK AMERICA CORP43.0K shares-2.18%2025-12-312026-02-02 CGCB CAPITAL GRP FIXED INCM ETF T86.6K shares16.09%2025-12-312026-02-02 IVW ISHARES TR18.6K shares-35.39%2025-12-312026-02-02 MSTR STRATEGY INC15.0K shares0.53%2025-12-312026-02-02 ABBV ABBVIE INC9.6K shares8.74%2025-12-312026-02-02 F FORD MTR CO165.0K shares-5.09%2025-12-312026-02-02 QGRO AMERICAN CENTY ETF TR18.5K shares-27.31%2025-12-312026-02-02 ASML ASML HOLDING N V1.9K shares8.27%2025-12-312026-02-02 QGRW WISDOMTREE TR33.6K shares339.19%2025-12-312026-02-02 VTI VANGUARD INDEX FDS5.8K shares-12.41%2025-12-312026-02-02 USB US BANCORP DEL36.1K shares-15.25%2025-12-312026-02-02 RTX RTX CORPORATION10.4K shares-2.87%2025-12-312026-02-02 AMGN AMGEN INC5.8K shares-0.29%2025-12-312026-02-02 DIS DISNEY WALT CO16.5K sharesnew addition2025-12-312026-02-02 MCD MCDONALDS CORP6.0K shares2.44%2025-12-312026-02-02 HON HONEYWELL INTL INC9.3K shares-3.98%2025-12-312026-02-02 V VISA INC5.1K shares2.05%2025-12-312026-02-02 ISRG INTUITIVE SURGICAL INC3.2K shares2.85%2025-12-312026-02-02 CSCO CISCO SYS INC23.2K shares-4.46%2025-12-312026-02-02 CGUS CAPITAL GROUP CORE EQUITY ET43.0K shares1.43%2025-12-312026-02-02 PANW PALO ALTO NETWORKS INC9.3K shares2.22%2025-12-312026-02-02 AMD ADVANCED MICRO DEVICES INC7.9K shares7.63%2025-12-312026-02-02 SPY SPDR S&P 500 ETF TR2.5K shares-66.73%2025-12-312026-02-02 MS MORGAN STANLEY9.5K shares0.47%2025-12-312026-02-02 AAXJ ISHARES TR17.9K shares-5.89%2025-12-312026-02-02 XLK SELECT SECTOR SPDR TR11.5K shares100.00%2025-12-312026-02-02 ASTS AST SPACEMOBILE INC22.7K sharesnew addition2025-12-312026-02-02 CALF PACER FDS TR37.1K shares-19.91%2025-12-312026-02-02 RFG INVESCO EXCHANGE TRADED FD T30.6K shares1.71%2025-12-312026-02-02 DLN WISDOMTREE TR18.1K shares-1.27%2025-12-312026-02-02 UNH UNITEDHEALTH GROUP INC4.8K shares-15.91%2025-12-312026-02-02 FELC FIDELITY COVINGTON TRUST41.2K shares16.30%2025-12-312026-02-02 ORCL ORACLE CORP7.9K shares35.74%2025-12-312026-02-02 ABT ABBOTT LABS12.3K shares4.43%2025-12-312026-02-02 LMT LOCKHEED MARTIN CORP3.1K shares-3.38%2025-12-312026-02-02 WMT WALMART INC13.2K shares-3.31%2025-12-312026-02-02 UTWO RBB FD INC28.9K shares3.36%2025-12-312026-02-02 BLACKROCK INC BLACKROCK INC1.3K shares-10.27%2025-12-312026-02-02 JAAA JANUS DETROIT STR TR26.6K shares-3.01%2025-12-312026-02-02 IEMG ISHARES INC19.6K shares4.93%2025-12-312026-02-02 CAT CATERPILLAR INC2.3K shares-1.14%2025-12-312026-02-02 APH AMPHENOL CORP NEW9.6K shares-0.32%2025-12-312026-02-02 PNC PNC FINL SVCS GROUP INC6.2K shares0.28%2025-12-312026-02-02 IYW ISHARES TR6.4K shares-8.73%2025-12-312026-02-02 BINC BLACKROCK ETF TRUST II23.8K shares-1.02%2025-12-312026-02-02 KO COCA COLA CO17.8K shares14.02%2025-12-312026-02-02 EFG ISHARES TR10.8K shares-6.01%2025-12-312026-02-02 VO VANGUARD INDEX FDS4.2K shares-0.19%2025-12-312026-02-02 NEE NEXTERA ENERGY INC15.2K shares5.47%2025-12-312026-02-02 DFAI DIMENSIONAL ETF TRUST32.0K sharesnew addition2025-12-312026-02-02 DIVB ISHARES TR22.7K shares-29.03%2025-12-312026-02-02 DGRW WISDOMTREE TR13.4K shares-78.68%2025-12-312026-02-02 IMCG ISHARES TR14.9K shares0.42%2025-12-312026-02-02 IOO ISHARES TR8.8K shares-3.30%2025-12-312026-02-02 UPS UNITED PARCEL SERVICE INC10.7K shares1.00%2025-12-312026-02-02 MU MICRON TECHNOLOGY INC3.7K shares23.83%2025-12-312026-02-02 PWRD TCW ETF TRUST10.9K shares17.63%2025-12-312026-02-02 VTV VANGUARD INDEX FDS5.4K shares3.51%2025-12-312026-02-02 MPWR MONOLITHIC PWR SYS INC1.1K shares11.65%2025-12-312026-02-02 MOAT VANECK ETF TRUST9.9K shares-4.49%2025-12-312026-02-02 TXN TEXAS INSTRS INC5.7K shares-10.67%2025-12-312026-02-02 SO SOUTHERN CO11.2K shares-1.71%2025-12-312026-02-02 CMI CUMMINS INC1.9K shares0.11%2025-12-312026-02-02 ZTS ZOETIS INC7.6K shares3.73%2025-12-312026-02-02 VLUE ISHARES TR6.9K shares-10.13%2025-12-312026-02-02 ZBRA ZEBRA TECHNOLOGIES CORPORATI3.8K shares89.81%2025-12-312026-02-02 CVX CHEVRON CORP NEW6.1K shares1.33%2025-12-312026-02-02 ROCKET LAB CORP ROCKET LAB CORP13.2K sharesnew addition2025-12-312026-02-02 SPGM SPDR INDEX SHS FDS11.9K shares5.30%2025-12-312026-02-02 EMR EMERSON ELEC CO6.9K shares-5.08%2025-12-312026-02-02 WFC WELLS FARGO CO NEW9.6K shares0.35%2025-12-312026-02-02 COST COSTCO WHSL CORP NEW1.0K shares-4.80%2025-12-312026-02-02 LINDE PLC LINDE PLC2.1K shares1.37%2025-12-312026-02-02 CDC VICTORY PORTFOLIOS II13.3K shares-29.28%2025-12-312026-02-02 EVTR MORGAN STANLEY ETF TRUST17.0K shares21.56%2025-12-312026-02-02 CRWD CROWDSTRIKE HLDGS INC1.9K shares-2.05%2025-12-312026-02-02 GS GOLDMAN SACHS GROUP INC994 shares28.42%2025-12-312026-02-02 ITOT ISHARES TR5.9K shares-10.10%2025-12-312026-02-02 VTIP VANGUARD MALVERN FDS17.6K shares-7.88%2025-12-312026-02-02 VNT VONTIER CORPORATION22.9K shares3.10%2025-12-312026-02-02 PLTR PALANTIR TECHNOLOGIES INC4.8K shares2.33%2025-12-312026-02-02 NOW SERVICENOW INC5.5K shares444.63%2025-12-312026-02-02 SPYM SPDR SERIES TRUST10.5K shares-4.30%2025-12-312026-02-02 PEP PEPSICO INC5.8K shares-12.69%2025-12-312026-02-02 IFRA ISHARES TR15.7K shares-10.89%2025-12-312026-02-02 LULU LULULEMON ATHLETICA INC3.9K shares2.28%2025-12-312026-02-02 URI UNITED RENTALS INC973 shares-1.02%2025-12-312026-02-02 MDYG SPDR SERIES TRUST8.5K shares8.72%2025-12-312026-02-02 BILS SPDR SERIES TRUST7.8K shares-1.61%2025-12-312026-02-02 TSM TAIWAN SEMICONDUCTOR MFG LTD2.5K shares5.99%2025-12-312026-02-02 CL COLGATE PALMOLIVE CO9.7K shares-29.40%2025-12-312026-02-02 MDYV SPDR SERIES TRUST9.1K shares8.89%2025-12-312026-02-02 DFAC DIMENSIONAL ETF TRUST19.3K shares0.00%2025-12-312026-02-02 AXP AMERICAN EXPRESS CO2.0K shares-0.15%2025-12-312026-02-02 EQRR PROSHARES TR11.4K shares0.40%2025-12-312026-02-02 QCOM QUALCOMM INC4.3K shares10.38%2025-12-312026-02-02 XLY SELECT SECTOR SPDR TR6.1K shares100.00%2025-12-312026-02-02 XBIL RBB FD INC14.6K shares-0.95%2025-12-312026-02-02 VNQ VANGUARD INDEX FDS8.1K shares28.57%2025-12-312026-02-02 FLS FLOWSERVE CORP10.0K shares-0.73%2025-12-312026-02-02 FAST FASTENAL CO17.1K shares3.28%2025-12-312026-02-02 GLD SPDR GOLD TR1.7K shares3.46%2025-12-312026-02-02 TJX TJX COS INC NEW4.4K shares0.00%2025-12-312026-02-02 SMH VANECK ETF TRUST1.8K sharesnew addition2025-12-312026-02-02 CGBL CAPITAL GROUP CORE BALANCED18.1K shares-0.15%2025-12-312026-02-02 ET ENERGY TRANSFER L P38.4K shares0.75%2025-12-312026-02-02 FITB FIFTH THIRD BANCORP13.5K shares-3.69%2025-12-312026-02-02 FYX FIRST TR EXCHANGE-TRADED ALP5.5K shares0.00%2025-12-312026-02-02 IBM INTERNATIONAL BUSINESS MACHS2.1K shares1.06%2025-12-312026-02-02 CTAS CINTAS CORP3.2K shares6.26%2025-12-312026-02-02 PAYC PAYCOM SOFTWARE INC3.8K shares-1.55%2025-12-312026-02-02 SCHM SCHWAB STRATEGIC TR20.0K shares-3.39%2025-12-312026-02-02 VIG VANGUARD SPECIALIZED FUNDS2.7K shares2.08%2025-12-312026-02-02 TBIL RBB FD INC11.7K shares-0.95%2025-12-312026-02-02 NFLX NETFLIX INC6.2K shares1281.92%2025-12-312026-02-02 A AGILENT TECHNOLOGIES INC4.2K shares7.84%2025-12-312026-02-02 LOW LOWES COS INC2.3K shares-0.26%2025-12-312026-02-02 XLV SELECT SECTOR SPDR TR3.6K shares0.00%2025-12-312026-02-02 WMB WILLIAMS COS INC9.1K shares0.89%2025-12-312026-02-02 GE AEROSPACE GE AEROSPACE1.8K shares-14.22%2025-12-312026-02-02 SFLO VICTORY PORTFOLIOS II18.3K shares5.70%2025-12-312026-02-02 WM WASTE MGMT INC DEL2.4K shares-0.78%2025-12-312026-02-02 VEA VANGUARD TAX-MANAGED FDS8.4K shares0.00%2025-12-312026-02-02 AFL AFLAC INC4.8K shares0.00%2025-12-312026-02-02 IGIB ISHARES TR9.6K shares8.38%2025-12-312026-02-02 BLDR BUILDERS FIRSTSOURCE INC4.9K shares-6.09%2025-12-312026-02-02 ICE INTERCONTINENTAL EXCHANGE IN3.1K sharesnew addition2025-12-312026-02-02 UTES ETFIS SER TR I6.2K sharesnew addition2025-12-312026-02-02 CIBR FIRST TR EXCHANGE TRADED FD6.8K shares-0.10%2025-12-312026-02-02 PGR PROGRESSIVE CORP2.1K shares-1.21%2025-12-312026-02-02 SPDW SPDR INDEX SHS FDS10.9K shares3.08%2025-12-312026-02-02 DELL DELL TECHNOLOGIES INC3.8K shares0.16%2025-12-312026-02-02 VHT VANGUARD WORLD FD1.6K shares0.00%2025-12-312026-02-02 NET CLOUDFLARE INC2.3K shares25.54%2025-12-312026-02-02 JPSE J P MORGAN EXCHANGE TRADED F8.9K shares-0.39%2025-12-312026-02-02 VB VANGUARD INDEX FDS1.7K shares2.83%2025-12-312026-02-02 SYK STRYKER CORPORATION1.2K shares-26.30%2025-12-312026-02-02 PFE PFIZER INC17.6K shares-1.45%2025-12-312026-02-02 FNX FIRST TR EXCHANGE-TRADED ALP3.5K shares0.00%2025-12-312026-02-02 FDX FEDEX CORP1.5K shares-0.13%2025-12-312026-02-02 IJK ISHARES TR4.5K shares0.00%2025-12-312026-02-02 BAH BOOZ ALLEN HAMILTON HLDG COR5.1K shares-1.05%2025-12-312026-02-02 BIV VANGUARD BD INDEX FDS5.5K shares-4.74%2025-12-312026-02-02 AM ANTERO MIDSTREAM CORP23.9K shares0.00%2025-12-312026-02-02 FDL FIRST TR EXCHANGE-TRADED FD9.5K shares-53.41%2025-12-312026-02-02 MPW MEDICAL PPTYS TRUST INC82.9K shares0.05%2025-12-312026-02-02 TMUS T-MOBILE US INC2.0K shares-16.46%2025-12-312026-02-02 KMI KINDER MORGAN INC DEL15.0K shares-0.25%2025-12-312026-02-02 VIS VANGUARD WORLD FD1.4K shares1.33%2025-12-312026-02-02 PII POLARIS INC6.4K shares0.06%2025-12-312026-02-02 IGSB ISHARES TR7.7K shares-0.46%2025-12-312026-02-02 ITW ILLINOIS TOOL WKS INC1.6K shares0.00%2025-12-312026-02-02 VCSH VANGUARD SCOTTSDALE FDS4.9K shares6.27%2025-12-312026-02-02 IJT ISHARES TR2.8K shares-0.50%2025-12-312026-02-02 HQL ABRDN LIFE SCIENCES INVESTOR23.2K shares0.00%2025-12-312026-02-02 SPMD SPDR SERIES TRUST6.7K shares46.21%2025-12-312026-02-02 DYNF BLACKROCK ETF TRUST6.2K shares21.66%2025-12-312026-02-02 HPI HANCOCK JOHN PFD INCOME FD23.5K shares0.00%2025-12-312026-02-02 MBB ISHARES TR3.9K shares9.71%2025-12-312026-02-02 PYPL PAYPAL HLDGS INC6.4K shares-19.53%2025-12-312026-02-02 SDY SPDR SERIES TRUST2.7K shares0.04%2025-12-312026-02-02 CB CHUBB LIMITED1.2K shares-2.57%2025-12-312026-02-02 IBDR ISHARES TR15.1K shares21.57%2025-12-312026-02-02 USMV ISHARES TR3.9K shares-9.84%2025-12-312026-02-02 DVY ISHARES TR2.6K shares-0.19%2025-12-312026-02-02 REGL PROSHARES TR4.3K shares-3.36%2025-12-312026-02-02 MMM 3M CO2.3K shares0.31%2025-12-312026-02-02 VAW VANGUARD WORLD FD1.7K shares0.58%2025-12-312026-02-02 FTA FIRST TR EXCHANGE-TRADED ALP4.2K shares0.00%2025-12-312026-02-02 VTR VENTAS INC4.6K shares0.32%2025-12-312026-02-02 VST VISTRA CORP2.2K shares-0.72%2025-12-312026-02-02 IWV ISHARES TR921 shares-5.15%2025-12-312026-02-02 AGG ISHARES TR3.5K shares-19.59%2025-12-312026-02-02 ENB ENBRIDGE INC7.3K shares1.98%2025-12-312026-02-02 FNF FIDELITY NATIONAL FINANCIAL6.4K shares-2.80%2025-12-312026-02-02 IJJ ISHARES TR2.6K shares0.00%2025-12-312026-02-02 VLO VALERO ENERGY CORP2.1K shares-0.47%2025-12-312026-02-02 WAT WATERS CORP900 shares0.00%2025-12-312026-02-02 ADI ANALOG DEVICES INC1.3K shares-0.87%2025-12-312026-02-02 CGGO CAPITAL GROUP GBL GROWTH EQT9.7K shares-22.93%2025-12-312026-02-02 EPD ENTERPRISE PRODS PARTNERS L10.4K shares0.00%2025-12-312026-02-02 LUV SOUTHWEST AIRLS CO8.1K shares0.00%2025-12-312026-02-02 BA BOEING CO1.5K shares-8.87%2025-12-312026-02-02 NSC NORFOLK SOUTHN CORP1.1K shares-0.26%2025-12-312026-02-02 YUM YUM BRANDS INC2.1K shares0.00%2025-12-312026-02-02 WPC WP CAREY INC4.9K shares-0.06%2025-12-312026-02-02 GEV GE VERNOVA INC481 shares7.85%2025-12-312026-02-02 OEF ISHARES TR913 shares-84.00%2025-12-312026-02-02 IBDS ISHARES TR12.8K sharesnew addition2025-12-312026-02-02 MGV VANGUARD WORLD FD2.2K shares5.29%2025-12-312026-02-02 AEP AMERICAN ELEC PWR CO INC2.6K shares3.12%2025-12-312026-02-02 IBTH ISHARES TR13.6K shares0.00%2025-12-312026-02-02 IBTI ISHARES TR13.6K shares0.00%2025-12-312026-02-02 CEG CONSTELLATION ENERGY CORP857 shares12.03%2025-12-312026-02-02 SPYV SPDR SERIES TRUST5.3K shares-42.29%2025-12-312026-02-02 PSC PRINCIPAL EXCHANGE TRADED FD5.2K sharesnew addition2025-12-312026-02-02 SPEM SPDR INDEX SHS FDS6.4K shares4.33%2025-12-312026-02-02 IEF ISHARES TR3.1K shares0.00%2025-12-312026-02-02 SPTM SPDR SERIES TRUST3.5K shares-6.30%2025-12-312026-02-02 MA MASTERCARD INCORPORATED509 shares4.95%2025-12-312026-02-02 IJS ISHARES TR2.5K shares-0.43%2025-12-312026-02-02 ILCG ISHARES TR2.8K shares34.01%2025-12-312026-02-02 IWP ISHARES TR2.1K shares0.00%2025-12-312026-02-02 UBER UBER TECHNOLOGIES INC3.4K shares4.29%2025-12-312026-02-02 VRTX VERTEX PHARMACEUTICALS INC613 shares-2.08%2025-12-312026-02-02 GILD GILEAD SCIENCES INC2.3K shares0.67%2025-12-312026-02-02 ESGE ISHARES INC6.2K shares-8.96%2025-12-312026-02-02 FXR FIRST TR EXCHANGE TRADED FD3.4K shares0.00%2025-12-312026-02-02 BF.A BROWN FORMAN CORP10.0K shares0.00%2025-12-312026-02-02 ARKK ARK ETF TR3.4K shares3.21%2025-12-312026-02-02 IESC IES HLDGS INC664 shares1.07%2025-12-312026-02-02 TSCO TRACTOR SUPPLY CO5.1K shares-49.03%2025-12-312026-02-02 HEI HEICO CORP NEW775 shares-11.43%2025-12-312026-02-02 INTC INTEL CORP6.8K shares-21.62%2025-12-312026-02-02 QBTS D-WAVE QUANTUM INC9.5K shares-5.44%2025-12-312026-02-02 UNM UNUM GROUP3.2K shares-0.78%2025-12-312026-02-02 COWZ PACER FDS TR4.1K shares-7.46%2025-12-312026-02-02 SLV ISHARES SILVER TR3.8K sharesnew addition2025-12-312026-02-02 EME EMCOR GROUP INC399 shares3.91%2025-12-312026-02-02 SHOP SHOPIFY INC1.5K shares-6.19%2025-12-312026-02-02 PULS PGIM ETF TR4.8K shares16.39%2025-12-312026-02-02 VTEB VANGUARD MUN BD FDS4.8K shares0.00%2025-12-312026-02-02 HCA HCA HEALTHCARE INC507 shares0.00%2025-12-312026-02-02 HUBBELL INC HUBBELL INC525 shares0.00%2025-12-312026-02-02 BMY BRISTOL-MYERS SQUIBB CO4.3K shares-33.37%2025-12-312026-02-02 TWLO TWILIO INC1.6K sharesnew addition2025-12-312026-02-02 SMDV PROSHARES TR3.5K shares-7.75%2025-12-312026-02-02 PSX PHILLIPS 661.8K shares0.00%2025-12-312026-02-02 JGRO J P MORGAN EXCHANGE TRADED F2.4K shares0.00%2025-12-312026-02-02 ADSK AUTODESK INC759 shares0.00%2025-12-312026-02-02 XBI SPDR SERIES TRUST1.8K sharesnew addition2025-12-312026-02-02 LAMR LAMAR ADVERTISING CO NEW1.7K shares0.00%2025-12-312026-02-02 XSOE WISDOMTREE TR5.7K shares0.02%2025-12-312026-02-02 CMG CHIPOTLE MEXICAN GRILL INC5.9K shares-30.38%2025-12-312026-02-02 XLE SELECT SECTOR SPDR TR4.9K sharesnew addition2025-12-312026-02-02 SOXQ INVESCO EXCH TRADED FD TR II3.8K shares-22.44%2025-12-312026-02-02 MLM MARTIN MARIETTA MATLS INC336 shares-3.45%2025-12-312026-02-02 NULG NUSHARES ETF TR2.1K shares0.00%2025-12-312026-02-02 PAYX PAYCHEX INC1.8K shares-6.31%2025-12-312026-02-02 ORLY OREILLY AUTOMOTIVE INC2.2K shares-3.50%2025-12-312026-02-02 CSX CSX CORP5.6K sharesnew addition2025-12-312026-02-02 EXG EATON VANCE TAX-MANAGED GLOB17.7K shares0.00%2025-12-312026-02-02 EOSE EOS ENERGY ENTERPRISES INC14.2K sharesnew addition2025-12-312026-02-02 FSK FS KKR CAP CORP10.1K shares-18.55%2025-12-312026-02-02 SFL SFL CORPORATION LTD11.2K sharesnew addition2025-12-312026-02-02 PHK PIMCO HIGH INCOME FD15.1K shares0.00%2025-12-312026-02-02 NB NIOCORP DEVS LTD10.6K shares0.00%2025-12-312026-02-02 NOTV INOTIV INC97.5K shares-39.62%2025-12-312026-02-02 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available