The Analysis of Leo Wealth, LLC's Holdings
Currently, Leo Wealth, LLC holds 419 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in ESGV (+317.1K shares, valued at $38.4M), SPYM (+412.9K shares, valued at $33.2M), GSLC (+216.8K shares, valued at $28.7M); decreased their positions in USFR (-16.1K shares, valued at $814.9K), CMCSA (-26.9K shares, valued at $791.5K), N/A (-564 shares, valued at $603.7K); initiated new positions in SPYM (+412.9K shares, valued at $33.2M), SCHG (+573.9K shares, valued at $18.7M), HELO (+256.9K shares, valued at $17.1M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
ESGV VANGUARD WORLD FD694.2K shares84.08%2025-12-312026-01-21
AFRM AFFIRM HLDGS INC924.7K shares-0.01%2025-12-312026-01-21 GSLC GOLDMAN SACHS ETF TR459.2K shares89.47%2025-12-312026-01-21 VSGX VANGUARD WORLD FD841.0K shares36.15%2025-12-312026-01-21 AVUS AMERICAN CENTY ETF TR483.8K shares80.99%2025-12-312026-01-21 IEF ISHARES TR418.0K shares161.63%2025-12-312026-01-21 JNJ JOHNSON & JOHNSON170.0K shares3.40%2025-12-312026-01-21 AAPL APPLE INC124.1K shares60.48%2025-12-312026-01-21 SPYM SPDR SERIES TRUST412.9K sharesnew addition2025-12-312026-01-21 AMZN AMAZON COM INC133.1K shares44.15%2025-12-312026-01-21 LQD ISHARES TR238.8K shares151.04%2025-12-312026-01-21 LQDH ISHARES U S ETF TR262.4K shares132.76%2025-12-312026-01-21 JIRE J P MORGAN EXCHANGE TRADED F313.8K shares61.75%2025-12-312026-01-21 USFR WISDOMTREE TR455.1K shares-3.42%2025-12-312026-01-21 SCHD SCHWAB STRATEGIC TR802.8K shares2577.39%2025-12-312026-01-21 JMBS JANUS DETROIT STR TR434.2K shares177.92%2025-12-312026-01-21 MSFT MICROSOFT CORP40.4K shares143.55%2025-12-312026-01-21 SCHG SCHWAB STRATEGIC TR573.9K sharesnew addition2025-12-312026-01-21 HELO J P MORGAN EXCHANGE TRADED F256.9K sharesnew addition2025-12-312026-01-21 VGK VANGUARD INTL EQUITY INDEX F190.1K shares63.77%2025-12-312026-01-21 IXJ ISHARES TR146.8K shares59.08%2025-12-312026-01-21 NVDA NVIDIA CORPORATION68.2K shares81.20%2025-12-312026-01-21 VUG VANGUARD INDEX FDS25.3K shares125.31%2025-12-312026-01-21 HEQT SIMPLIFY EXCHANGE TRADED FUN331.5K sharesnew addition2025-12-312026-01-21 CEMB ISHARES INC219.6K shares77.74%2025-12-312026-01-21 GCC WISDOMTREE TR448.9K shares74.99%2025-12-312026-01-21 BSJT INVESCO EXCH TRD SLF IDX FD421.4K sharesnew addition2025-12-312026-01-21 MCD MCDONALDS CORP29.0K shares3.36%2025-12-312026-01-21 ALPHABET INC ALPHABET INC27.7K shares15.31%2025-12-312026-01-21 BSJQ INVESCO EXCH TRD SLF IDX FD363.4K sharesnew addition2025-12-312026-01-21 VIG VANGUARD SPECIALIZED FUNDS38.5K shares8.18%2025-12-312026-01-21 SPY SPDR S&P 500 ETF TR12.3K shares5.57%2025-12-312026-01-21 BSJS INVESCO EXCH TRD SLF IDX FD381.3K sharesnew addition2025-12-312026-01-21 HON HONEYWELL INTL INC41.2K shares-3.49%2025-12-312026-01-21 FLCH FRANKLIN TEMPLETON ETF TR326.0K shares14.81%2025-12-312026-01-21 BSJV INVESCO EXCH TRD SLF IDX FD274.5K sharesnew addition2025-12-312026-01-21 TLT ISHARES TR84.0K shares119.85%2025-12-312026-01-21 IVV ISHARES TR10.5K shares59.22%2025-12-312026-01-21 DBAW DBX ETF TR168.7K sharesnew addition2025-12-312026-01-21 VEA VANGUARD TAX-MANAGED FDS106.8K shares110.67%2025-12-312026-01-21 IAGG ISHARES TR131.4K shares29.48%2025-12-312026-01-21 LEMB ISHARES INC137.6K shares85.78%2025-12-312026-01-21 ALPHABET INC ALPHABET INC18.3K shares87.28%2025-12-312026-01-21 MA MASTERCARD INCORPORATED9.7K shares350.60%2025-12-312026-01-21 BROADCOM INC BROADCOM INC15.4K shares47.69%2025-12-312026-01-21 DIVO AMPLIFY ETF TR116.7K sharesnew addition2025-12-312026-01-21 IJR ISHARES TR43.1K shares1.84%2025-12-312026-01-21 JCPB J P MORGAN EXCHANGE TRADED F106.0K sharesnew addition2025-12-312026-01-21 IBDT ISHARES TR193.4K shares10.05%2025-12-312026-01-21 BSCQ INVESCO EXCH TRD SLF IDX FD250.1K sharesnew addition2025-12-312026-01-21 META META PLATFORMS INC7.4K shares76.60%2025-12-312026-01-21 IBM INTERNATIONAL BUSINESS MACHS16.3K shares7.80%2025-12-312026-01-21 IBDS ISHARES TR197.6K shares-0.33%2025-12-312026-01-21 IVE ISHARES TR22.3K shares486.07%2025-12-312026-01-21 SCHB SCHWAB STRATEGIC TR179.0K shares1719.99%2025-12-312026-01-21 VTI VANGUARD INDEX FDS14.0K shares49.08%2025-12-312026-01-21 VTV VANGUARD INDEX FDS24.4K shares59.86%2025-12-312026-01-21 XOM EXXON MOBIL CORP38.4K shares101.84%2025-12-312026-01-21 CSCO CISCO SYS INC54.9K shares31.36%2025-12-312026-01-21 GLD SPDR GOLD TR10.3K shares21.72%2025-12-312026-01-21 IBDU ISHARES TR173.9K shares1.17%2025-12-312026-01-21 IWF ISHARES TR8.5K shares5.47%2025-12-312026-01-21 XLG INVESCO EXCHANGE TRADED FD T62.4K shares17.28%2025-12-312026-01-21 WMT WALMART INC32.9K shares149.31%2025-12-312026-01-21 VZ VERIZON COMMUNICATIONS INC88.1K shares33.44%2025-12-312026-01-21 MGC VANGUARD WORLD FD14.1K sharesnew addition2025-12-312026-01-21 ABBV ABBVIE INC15.4K shares21.65%2025-12-312026-01-21 CERY SPDR SERIES TRUST121.8K shares-11.57%2025-12-312026-01-21 VXUS VANGUARD STAR FDS45.8K shares13.16%2025-12-312026-01-21 T AT&T INC138.1K shares47.24%2025-12-312026-01-21 PFE PFIZER INC135.9K shares25.45%2025-12-312026-01-21 BKNG BOOKING HOLDINGS INC626 shares136.23%2025-12-312026-01-21 LLY ELI LILLY & CO3.1K shares54.81%2025-12-312026-01-21 IBDR ISHARES TR135.7K shares57.56%2025-12-312026-01-21 BIIB BIOGEN INC18.1K shares0.12%2025-12-312026-01-21 CVX CHEVRON CORP NEW19.6K shares73.61%2025-12-312026-01-21 IMCG ISHARES TR36.4K sharesnew addition2025-12-312026-01-21 DGRO ISHARES TR41.2K shares1179.76%2025-12-312026-01-21 EMR EMERSON ELEC CO21.3K sharesnew addition2025-12-312026-01-21 BMY BRISTOL-MYERS SQUIBB CO52.1K shares36.83%2025-12-312026-01-21 JPM JPMORGAN CHASE & CO.8.6K shares79.45%2025-12-312026-01-21 GS GOLDMAN SACHS GROUP INC3.2K shares71.79%2025-12-312026-01-21 GLDM WORLD GOLD TR32.4K shares13.97%2025-12-312026-01-21 ESGU ISHARES TR18.4K shares0.49%2025-12-312026-01-21 VGM INVESCO TR INVT GRADE MUNS261.1K shares43.60%2025-12-312026-01-21 LMND LEMONADE INC34.5K sharesnew addition2025-12-312026-01-21 NEA NUVEEN AMT FREE QLTY MUN INC231.5K shares43.70%2025-12-312026-01-21 KVUE KENVUE INC154.0K shares1.15%2025-12-312026-01-21 TSLA TESLA INC5.9K shares40.95%2025-12-312026-01-21 MMU WESTERN ASSET MANAGED MUNS F247.2K shares44.19%2025-12-312026-01-21 NFLX NETFLIX INC27.1K shares3214.57%2025-12-312026-01-21 FE FIRSTENERGY CORP55.6K shares8.06%2025-12-312026-01-21 XSOE WISDOMTREE TR63.4K shares632.21%2025-12-312026-01-21 JPST J P MORGAN EXCHANGE TRADED F48.9K shares3.71%2025-12-312026-01-21 IBDV ISHARES TR111.4K shares1.06%2025-12-312026-01-21 COST COSTCO WHSL CORP NEW2.7K shares105.64%2025-12-312026-01-21 MVF BLACKROCK MUNIVEST FD INC339.8K shares37.22%2025-12-312026-01-21 DIA SPDR DOW JONES INDL AVERAGE4.9K shares5.62%2025-12-312026-01-21 IBTI ISHARES TR103.9K shares1.24%2025-12-312026-01-21 VWO VANGUARD INTL EQUITY INDEX F42.7K shares56.90%2025-12-312026-01-21 NVS NOVARTIS AG16.4K shares23.70%2025-12-312026-01-21 RHLD RESOLUTE HLDGS MGMT INC10.8K sharesnew addition2025-12-312026-01-21 VV VANGUARD INDEX FDS7.0K shares357.99%2025-12-312026-01-21 IJH ISHARES TR33.1K shares8.61%2025-12-312026-01-21 IBTH ISHARES TR96.1K shares0.76%2025-12-312026-01-21 BABA ALIBABA GROUP HLDG LTD14.7K shares0.77%2025-12-312026-01-21 IYK ISHARES TR32.0K sharesnew addition2025-12-312026-01-21 KO COCA COLA CO30.5K shares68.85%2025-12-312026-01-21 ABT ABBOTT LABS16.6K shares12.27%2025-12-312026-01-21 SIVR ABRDN SILVER ETF TRUST30.8K shares-6.48%2025-12-312026-01-21 BSCR INVESCO EXCH TRD SLF IDX FD105.0K shares935.53%2025-12-312026-01-21 VYM VANGUARD WHITEHALL FDS14.1K shares95.93%2025-12-312026-01-21 SPGI S&P GLOBAL INC3.8K shares279.29%2025-12-312026-01-21 IWY ISHARES TR7.2K sharesnew addition2025-12-312026-01-21 IQLT ISHARES TR43.7K sharesnew addition2025-12-312026-01-21 PG PROCTER AND GAMBLE CO13.8K shares92.05%2025-12-312026-01-21 BSCU INVESCO EXCH TRD SLF IDX FD117.2K sharesnew addition2025-12-312026-01-21 ASML ASML HOLDING N V1.9K sharesnew addition2025-12-312026-01-21 V VISA INC5.4K shares122.74%2025-12-312026-01-21 AXP AMERICAN EXPRESS CO5.1K shares38.28%2025-12-312026-01-21 GILD GILEAD SCIENCES INC14.9K shares32.81%2025-12-312026-01-21 BLE BLACKROCK MUNI INCOME TR II172.7K shares6.07%2025-12-312026-01-21 HYDB ISHARES TR36.8K sharesnew addition2025-12-312026-01-21 BND VANGUARD BD INDEX FDS23.5K shares112.28%2025-12-312026-01-21 MELI MERCADOLIBRE INC849 shares385.14%2025-12-312026-01-21 SHEL SHELL PLC23.2K shares30.13%2025-12-312026-01-21 IWR ISHARES TR17.6K shares0.41%2025-12-312026-01-21 KKR & CO INC KKR & CO INC12.9K shares473.29%2025-12-312026-01-21 KOF COCA-COLA FEMSA SAB DE CV17.0K shares8.70%2025-12-312026-01-21 GSK PLC GSK PLC32.6K shares12.15%2025-12-312026-01-21 ACWX ISHARES TR23.6K shares5.61%2025-12-312026-01-21 SNY SANOFI SA32.5K shares7.54%2025-12-312026-01-21 IGSB ISHARES TR29.7K shares7.19%2025-12-312026-01-21 UBER UBER TECHNOLOGIES INC19.2K sharesnew addition2025-12-312026-01-21 ED CONSOLIDATED EDISON INC15.8K shares12.00%2025-12-312026-01-21 HD HOME DEPOT INC4.5K shares302.86%2025-12-312026-01-21 EXC EXELON CORP35.5K shares9.39%2025-12-312026-01-21 JAAA JANUS DETROIT STR TR29.9K shares14.86%2025-12-312026-01-21 IBTJ ISHARES TR68.3K shares1.87%2025-12-312026-01-21 CRM SALESFORCE INC5.6K sharesnew addition2025-12-312026-01-21 BNDX VANGUARD CHARLOTTE FDS30.6K shares137.27%2025-12-312026-01-21 AEP AMERICAN ELEC PWR CO INC12.7K shares44.42%2025-12-312026-01-21 LMT LOCKHEED MARTIN CORP3.0K shares606.87%2025-12-312026-01-21 CNQ CANADIAN NAT RES LTD40.7K shares8.29%2025-12-312026-01-21 DBB INVESCO DB MULTI-SECTOR COMM59.4K sharesnew addition2025-12-312026-01-21 VT VANGUARD INTL EQUITY INDEX F9.6K shares-0.99%2025-12-312026-01-21 IBIT ISHARES BITCOIN TRUST ETF27.2K shares46.62%2025-12-312026-01-21 GE AEROSPACE GE AEROSPACE4.2K shares-0.49%2025-12-312026-01-21 KMB KIMBERLY-CLARK CORP12.6K shares-31.92%2025-12-312026-01-21 GIS GENERAL MLS INC27.2K shares-27.06%2025-12-312026-01-21 CMCSA COMCAST CORP NEW42.1K shares-38.98%2025-12-312026-01-21 DECK DECKERS OUTDOOR CORP11.7K shares-0.37%2025-12-312026-01-21 PLTR PALANTIR TECHNOLOGIES INC6.6K shares114.84%2025-12-312026-01-21 EFA ISHARES TR12.0K shares208.01%2025-12-312026-01-21 SGOV ISHARES TR10.6K shares87.45%2025-12-312026-01-21 ORCL ORACLE CORP5.9K shares16.21%2025-12-312026-01-21 WM WASTE MGMT INC DEL5.2K shares13.94%2025-12-312026-01-21 SBUX STARBUCKS CORP13.4K sharesnew addition2025-12-312026-01-21 VTEB VANGUARD MUN BD FDS22.3K shares74.48%2025-12-312026-01-21 AMD ADVANCED MICRO DEVICES INC5.2K shares77.77%2025-12-312026-01-21 MUB ISHARES TR10.3K sharesnew addition2025-12-312026-01-21 BSCT INVESCO EXCH TRD SLF IDX FD57.0K sharesnew addition2025-12-312026-01-21 AGG ISHARES TR10.4K shares87.91%2025-12-312026-01-21 FLQM FRANKLIN TEMPLETON ETF TR18.2K sharesnew addition2025-12-312026-01-21 PATH UIPATH INC56.4K sharesnew addition2025-12-312026-01-21 VICI VICI PPTYS INC36.3K shares-21.70%2025-12-312026-01-21 VGT VANGUARD WORLD FD1.3K sharesnew addition2025-12-312026-01-21 ALL ALLSTATE CORP4.7K shares3.18%2025-12-312026-01-21 PANW PALO ALTO NETWORKS INC5.3K shares145.12%2025-12-312026-01-21 BAR GRANITESHARES GOLD TR23.1K sharesnew addition2025-12-312026-01-21 CTSH COGNIZANT TECHNOLOGY SOLUTIO11.8K shares4.71%2025-12-312026-01-21 ADBE ADOBE INC2.8K shares5.61%2025-12-312026-01-21 MO ALTRIA GROUP INC16.8K shares68.88%2025-12-312026-01-21 IYZ ISHARES TR28.4K sharesnew addition2025-12-312026-01-21 EPD ENTERPRISE PRODS PARTNERS L30.0K shares22.19%2025-12-312026-01-21 BUFR FIRST TR EXCHNG TRADED FD VI26.9K sharesnew addition2025-12-312026-01-21 PM PHILIP MORRIS INTL INC6.0K shares48.54%2025-12-312026-01-21 BSJR INVESCO EXCH TRD SLF IDX FD42.1K sharesnew addition2025-12-312026-01-21 IBDW ISHARES TR44.7K shares0.17%2025-12-312026-01-21 VIOO VANGUARD ADMIRAL FDS INC8.5K shares1.33%2025-12-312026-01-21 BSV VANGUARD BD INDEX FDS11.7K sharesnew addition2025-12-312026-01-21 CL COLGATE PALMOLIVE CO11.6K shares10.62%2025-12-312026-01-21 PEP PEPSICO INC6.3K shares58.11%2025-12-312026-01-21 DFUS DIMENSIONAL ETF TRUST12.2K shares-1.06%2025-12-312026-01-21 VOE VANGUARD INDEX FDS5.0K sharesnew addition2025-12-312026-01-21 SO SOUTHERN CO10.2K shares123.72%2025-12-312026-01-21 CAT CATERPILLAR INC1.5K sharesnew addition2025-12-312026-01-21 EXG EATON VANCE TAX-MANAGED GLOB88.9K shares0.00%2025-12-312026-01-21 APP APPLOVIN CORP1.2K sharesnew addition2025-12-312026-01-21 JMUB J P MORGAN EXCHANGE TRADED F16.4K sharesnew addition2025-12-312026-01-21 SRLN SSGA ACTIVE ETF TR19.9K sharesnew addition2025-12-312026-01-21 RTX RTX CORPORATION4.4K sharesnew addition2025-12-312026-01-21 BAC BANK AMERICA CORP14.0K shares72.99%2025-12-312026-01-21 EVTR MORGAN STANLEY ETF TRUST14.7K sharesnew addition2025-12-312026-01-21 JEPI J P MORGAN EXCHANGE TRADED F13.2K sharesnew addition2025-12-312026-01-21 TSM TAIWAN SEMICONDUCTOR MFG LTD2.5K shares-17.52%2025-12-312026-01-21 RYTM RHYTHM PHARMACEUTICALS INC7.0K shares-11.63%2025-12-312026-01-21 IWM ISHARES TR3.0K shares1.08%2025-12-312026-01-21 DVY ISHARES TR5.2K shares0.75%2025-12-312026-01-21 IWD ISHARES TR3.5K shares25.51%2025-12-312026-01-21 ONEQ FIDELITY COMWLTH TR8.0K shares134.72%2025-12-312026-01-21 EW EDWARDS LIFESCIENCES CORP8.5K shares-32.29%2025-12-312026-01-21 PGR PROGRESSIVE CORP3.2K shares-15.13%2025-12-312026-01-21 IEMG ISHARES INC10.7K shares54.15%2025-12-312026-01-21 VCIT VANGUARD SCOTTSDALE FDS8.5K shares7.98%2025-12-312026-01-21 CRWD CROWDSTRIKE HLDGS INC1.5K shares229.04%2025-12-312026-01-21 VGIT VANGUARD SCOTTSDALE FDS11.8K sharesnew addition2025-12-312026-01-21 ET ENERGY TRANSFER L P41.1K sharesnew addition2025-12-312026-01-21 ZETA ZETA GLOBAL HOLDINGS CORP33.2K sharesnew addition2025-12-312026-01-21 ROST ROSS STORES INC3.7K sharesnew addition2025-12-312026-01-21 VFH VANGUARD WORLD FD5.0K shares212.14%2025-12-312026-01-21 XLE SELECT SECTOR SPDR TR14.6K shares131.36%2025-12-312026-01-21 CVS CVS HEALTH CORP8.2K sharesnew addition2025-12-312026-01-21 VB VANGUARD INDEX FDS2.5K sharesnew addition2025-12-312026-01-21 CMI CUMMINS INC1.2K shares3.65%2025-12-312026-01-21 UPS UNITED PARCEL SERVICE INC6.4K sharesnew addition2025-12-312026-01-21 DFUV DIMENSIONAL ETF TRUST13.4K shares-0.93%2025-12-312026-01-21 FLOT ISHARES TR12.1K shares1.60%2025-12-312026-01-21 QCOM QUALCOMM INC3.6K shares96.20%2025-12-312026-01-21 GLP GLOBAL PARTNERS LP14.5K shares45.00%2025-12-312026-01-21 BKLN INVESCO EXCH TRADED FD TR II18.7K sharesnew addition2025-12-312026-01-21 AMGN AMGEN INC1.8K shares107.61%2025-12-312026-01-21 HOLX HOLOGIC INC8.0K shares4.07%2025-12-312026-01-21 SCHX SCHWAB STRATEGIC TR21.9K sharesnew addition2025-12-312026-01-21 BA BOEING CO2.6K shares33.42%2025-12-312026-01-21 XLF SELECT SECTOR SPDR TR10.3K shares70.90%2025-12-312026-01-21 SPYD SPDR SERIES TRUST12.9K sharesnew addition2025-12-312026-01-21 WFC WELLS FARGO CO NEW6.0K shares41.17%2025-12-312026-01-21 MDY SPDR S&P MIDCAP 400 ETF TR920 shares-5.45%2025-12-312026-01-21 ACWI ISHARES TR3.8K shares23.42%2025-12-312026-01-21 IEFA ISHARES TR6.0K shares59.14%2025-12-312026-01-21 INTU INTUIT813 shares110.62%2025-12-312026-01-21 ICLO INVESCO ACTIVELY MANAGED EXC10.6K sharesnew addition2025-12-312026-01-21 DBE INVESCO DB MULTI-SECTOR COMM30.3K shares-42.85%2025-12-312026-01-21 VONE VANGUARD SCOTTSDALE FDS1.7K sharesnew addition2025-12-312026-01-21 ITM VANECK ETF TRUST11.0K sharesnew addition2025-12-312026-01-21 IBTK ISHARES TR26.1K shares3.13%2025-12-312026-01-21 SPYI NEOS ETF TRUST9.8K sharesnew addition2025-12-312026-01-21 BXMX NUVEEN S&P 500 BUY-WRITE INC35.0K shares0.00%2025-12-312026-01-21 CCJ CAMECO CORP5.6K shares-10.94%2025-12-312026-01-21 PALL ABRDN PALLADIUM ETF TRUST3.5K sharesnew addition2025-12-312026-01-21 GLW CORNING INC5.8K shares4.04%2025-12-312026-01-21 ENB ENBRIDGE INC10.7K sharesnew addition2025-12-312026-01-21 BSJU INVESCO EXCH TRD SLF IDX FD19.6K sharesnew addition2025-12-312026-01-21 FTEC FIDELITY COVINGTON TRUST2.3K shares58.66%2025-12-312026-01-21 IBTL ISHARES TR24.8K shares3.22%2025-12-312026-01-21 BSCS INVESCO EXCH TRD SLF IDX FD24.7K sharesnew addition2025-12-312026-01-21 CTVA CORTEVA INC7.6K shares6.67%2025-12-312026-01-21 IBTG ISHARES TR22.2K shares32.75%2025-12-312026-01-21 QUAL ISHARES TR2.5K sharesnew addition2025-12-312026-01-21 SLV ISHARES SILVER TR7.7K sharesnew addition2025-12-312026-01-21 VRT VERTIV HOLDINGS CO3.0K shares0.23%2025-12-312026-01-21 FVD FIRST TR EXCHANGE-TRADED FD10.6K shares0.69%2025-12-312026-01-21 ZION ZIONS BANCORPORATION N A8.3K shares-18.85%2025-12-312026-01-21 REMX VANECK ETF TRUST6.5K sharesnew 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shares0.00%2025-12-312026-01-21 FCX FREEPORT-MCMORAN INC6.8K shares2.55%2025-12-312026-01-21 REET ISHARES TR13.8K shares0.54%2025-12-312026-01-21 OMC OMNICOM GROUP INC4.3K sharesnew addition2025-12-312026-01-21 O REALTY INCOME CORP6.1K shares1.21%2025-12-312026-01-21 HEFA ISHARES TR8.3K shares0.00%2025-12-312026-01-21 EOG EOG RES INC3.2K shares-49.26%2025-12-312026-01-21 VXF VANGUARD INDEX FDS1.6K shares0.31%2025-12-312026-01-21 GM GENERAL MTRS CO4.1K sharesnew addition2025-12-312026-01-21 SPYV SPDR SERIES TRUST5.8K shares19.00%2025-12-312026-01-21 HYGH ISHARES U S ETF TR3.8K shares0.00%2025-12-312026-01-21 ETH GRAYSCALE ETHEREUM MINI TR E11.8K shares9.59%2025-12-312026-01-21 IXC ISHARES TR7.8K sharesnew addition2025-12-312026-01-21 DTE DTE ENERGY CO2.5K shares57.02%2025-12-312026-01-21 SCCO SOUTHERN COPPER CORP2.3K sharesnew addition2025-12-312026-01-21 ES EVERSOURCE ENERGY4.8K sharesnew addition2025-12-312026-01-21 ARTY ISHARES TR6.7K sharesnew addition2025-12-312026-01-21 XLY SELECT 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TD TORONTO DOMINION BK ONT3.1K shares-0.13%2025-12-312026-01-21 TXN TEXAS INSTRS INC1.7K sharesnew addition2025-12-312026-01-21 VHT VANGUARD WORLD FD995 sharesnew addition2025-12-312026-01-21 XLI SELECT SECTOR SPDR TR1.8K sharesnew addition2025-12-312026-01-21 AFG AMERICAN FINL GROUP INC OHIO2.1K shares7.60%2025-12-312026-01-21 IYW ISHARES TR1.4K sharesnew addition2025-12-312026-01-21 MET METLIFE INC3.5K sharesnew addition2025-12-312026-01-21 SEIC SEI INVTS CO3.3K shares11.68%2025-12-312026-01-21 EVRG EVERGY INC3.8K shares-0.19%2025-12-312026-01-21 FELV FIDELITY COVINGTON TRUST7.9K sharesnew addition2025-12-312026-01-21 PPA INVESCO EXCHANGE TRADED FD T1.7K sharesnew addition2025-12-312026-01-21 XLV SELECT SECTOR SPDR TR1.7K sharesnew addition2025-12-312026-01-21 ATO ATMOS ENERGY CORP1.6K sharesnew addition2025-12-312026-01-21 XLP SELECT SECTOR SPDR TR3.4K shares-17.29%2025-12-312026-01-21 HEWJ ISHARES TR5.0K sharesnew addition2025-12-312026-01-21 QHY WISDOMTREE TR5.6K sharesnew addition2025-12-312026-01-21 SCHV SCHWAB STRATEGIC TR8.7K sharesnew addition2025-12-312026-01-21 DOW DOW INC11.0K sharesnew addition2025-12-312026-01-21 IBMQ ISHARES TR10.0K shares0.66%2025-12-312026-01-21 QCLN FIRST TR EXCHANGE-TRADED FD5.7K shares1.10%2025-12-312026-01-21 CLX CLOROX CO DEL2.5K sharesnew addition2025-12-312026-01-21 SPG SIMON PPTY GROUP INC NEW1.3K shares13.37%2025-12-312026-01-21 PCYO PURE CYCLE CORP22.3K shares0.00%2025-12-312026-01-21 USB US BANCORP DEL4.6K sharesnew addition2025-12-312026-01-21 BUCK SIMPLIFY EXCHANGE TRADED FUN10.3K sharesnew addition2025-12-312026-01-21 KMI KINDER MORGAN INC DEL8.9K sharesnew addition2025-12-312026-01-21 EEM ISHARES TR4.5K shares1.18%2025-12-312026-01-21 SSNC SS&C TECHNOLOGIES HLDGS INC2.7K sharesnew addition2025-12-312026-01-21 ASX ASE TECHNOLOGY HLDG CO LTD14.3K shares3.18%2025-12-312026-01-21 OMF ONEMAIN HLDGS INC3.4K shares-5.38%2025-12-312026-01-21 AM ANTERO MIDSTREAM CORP12.9K shares-2.85%2025-12-312026-01-21 SF STIFEL FINL CORP1.8K sharesnew addition2025-12-312026-01-21 FBTC FIDELITY WISE ORIGIN BITCOIN3.0K sharesnew addition2025-12-312026-01-21 HYD VANECK ETF TRUST4.4K sharesnew addition2025-12-312026-01-21 AEM AGNICO EAGLE MINES LTD1.3K sharesnew addition2025-12-312026-01-21 ISRG INTUITIVE SURGICAL INC397 sharesnew addition2025-12-312026-01-21 IWP ISHARES TR1.6K shares7.04%2025-12-312026-01-21 JHG JANUS HENDERSON GROUP PLC4.6K shares-0.22%2025-12-312026-01-21 CAH CARDINAL HEALTH INC1.1K sharesnew addition2025-12-312026-01-21 D DOMINION ENERGY INC3.7K shares-5.25%2025-12-312026-01-21 DIS DISNEY WALT CO1.9K sharesnew addition2025-12-312026-01-21 FFIC FLUSHING FINL CORP14.0K sharesnew addition2025-12-312026-01-21 F FORD MTR CO16.1K shares50.20%2025-12-312026-01-21 PYPL PAYPAL HLDGS INC3.6K shares6.80%2025-12-312026-01-21 VLUE ISHARES TR1.5K sharesnew addition2025-12-312026-01-21 GEV GE VERNOVA INC317 sharesnew addition2025-12-312026-01-21 FBND FIDELITY MERRIMACK STR TR4.5K sharesnew addition2025-12-312026-01-21 NEE NEXTERA ENERGY INC2.5K sharesnew addition2025-12-312026-01-21 OTF BLUE OWL TECHNOLOGY FIN CORP13.9K sharesnew addition2025-12-312026-01-21 AMAT APPLIED MATLS INC787 sharesnew addition2025-12-312026-01-21 GSIE GOLDMAN SACHS ETF TR4.7K sharesnew addition2025-12-312026-01-21 MUFG MITSUBISHI UFJ FINL GROUP IN10.5K sharesnew addition2025-12-312026-01-21 AUTHID INC AUTHID INC173.3K shares0.00%2025-12-312026-01-21 UMC UNITED MICROELECTRONICS CORP14.9K shares2.96%2025-12-312026-01-21 HLN HALEON PLC11.0K sharesnew addition2025-12-312026-01-21 MLCO MELCO RESORTS AND ENTMNT LTD12.0K shares0.00%2025-12-312026-01-21 GRAB GRAB HOLDINGS LIMITED17.8K shares-53.24%2025-12-312026-01-21 UAMY UNITED STATES ANTIMONY CORP16.9K shares12.93%2025-12-312026-01-21 ABEV AMBEV SA33.2K sharesnew addition2025-12-312026-01-21 FATE FATE THERAPEUTICS INC70.4K shares0.00%2025-12-312026-01-21 WIT WIPRO LTD16.8K shares27.38%2025-12-312026-01-21 PROFUSA INC PROFUSA INC149.1K shares0.00%2025-12-312026-01-21 Call Option Holdings
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